10/10/2025 | Fifth Third Securities Inc. | 5,663 | $287K | 0.0% | -16.6% | 0.005% | |
10/10/2025 | BCR Wealth Strategies LLC | 89,055 | $4.52M | 1.6% | +21.8% | 0.075% | |
10/10/2025 | Spinnaker Investment Group LLC | 5,466 | $277K | 0.1% | +9.8% | 0.005% | |
10/10/2025 | Sound Income Strategies LLC | 1,935 | $98K | 0.0% | N/A | 0.002% | |
10/9/2025 | CGN Advisors LLC | 30,636 | $1.56M | 0.1% | -2.9% | 0.026% | |
10/9/2025 | AdvisorNet Financial Inc | 2,643 | $134K | 0.0% | +29.4% | 0.002% | |
10/9/2025 | Princeton Global Asset Management LLC | 75,477 | $3.83M | 0.6% | +1.8% | 0.063% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 105,435 | $5.35M | 0.2% | +6.4% | 0.089% | |
10/9/2025 | Long Run Wealth Advisors LLC | 23,727 | $1.20M | 0.2% | -9.9% | 0.020% | |
10/9/2025 | Peterson Wealth Advisors LLC | 40,537 | $2.05M | 0.3% | -15.9% | 0.034% | |
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10/8/2025 | New Capital Management LP | 8,922 | $453K | 0.1% | -10.7% | 0.008% | |
10/8/2025 | Agate Pass Investment Management LLC | 89,959 | $4.57M | 1.7% | -24.8% | 0.076% | |
10/8/2025 | Vista Finance LLC | 19,595 | $994K | 0.7% | -32.5% | 0.016% | |
10/8/2025 | General Partner Inc. | 172,775 | $8.77M | 4.8% | +9.9% | 0.145% | |
10/8/2025 | Chesley Taft & Associates LLC | 40,059 | $2.03M | 0.1% | +14.3% | 0.034% | |
10/8/2025 | Country Club Bank | 22,907 | $1.16M | 0.1% | +12.5% | 0.019% | |
10/8/2025 | Congress Park Capital LLC | 242,676 | $12.32M | 3.8% | +6.9% | 0.204% | |
10/7/2025 | Canandaigua National Bank & Trust Co. | 10,582 | $537K | 0.0% | +10.3% | 0.009% | |
10/6/2025 | Exeter Financial LLC | 214,435 | $10.88M | 4.7% | +18.3% | 0.180% | |
10/6/2025 | Boltwood Capital Management | 21,000 | $1.07M | 0.3% | +3.4% | 0.018% | |
9/26/2025 | Corient Private Wealth LLC | 253,571 | $12.86M | 0.0% | -1.5% | 0.213% | |
9/19/2025 | Watts Gwilliam & Co. LLC | 42,661 | $2.16M | 0.4% | -38.8% | 0.036% | |
9/19/2025 | Base Wealth Management LLC | 11,424 | $579K | 0.4% | -61.4% | 0.010% | |
9/10/2025 | WT Wealth Management | 89,453 | $4.54M | 1.3% | +31.3% | 0.075% | |
9/9/2025 | NWF Advisory Services Inc. | 21,633 | $1.10M | 0.1% | +183.5% | 0.018% | |
9/4/2025 | Osaic Holdings Inc. | 642,447 | $32.58M | 0.1% | +2.6% | 0.540% | |
8/20/2025 | Coppell Advisory Solutions LLC | 13,571 | $688K | 0.1% | N/A | 0.011% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 2,795 | $142K | 0.0% | +11.8% | 0.002% | |
8/19/2025 | Advisory Services Network LLC | 325,337 | $16.49M | 0.3% | -40.6% | 0.274% | |
8/18/2025 | Geneos Wealth Management Inc. | 2,429 | $123K | 0.0% | +114.8% | 0.002% | |
8/15/2025 | Howland Capital Management LLC | 70,298 | $3.57M | 0.1% | +2.3% | 0.059% | |
8/15/2025 | Corient Private Wealth LLC | 253,569 | $12.86M | 0.0% | -1.5% | 0.213% | |
8/15/2025 | Captrust Financial Advisors | 112,990 | $5.73M | 0.0% | -0.2% | 0.095% | |
8/15/2025 | Two Sigma Securities LLC | 31,738 | $1.61M | 0.2% | N/A | 0.027% | |
8/15/2025 | MML Investors Services LLC | 503,179 | $25.52M | 0.1% | -13.0% | 0.423% | |
8/15/2025 | HRT Financial LP | 40,011 | $2.03M | 0.0% | N/A | 0.034% | |
8/15/2025 | EP Wealth Advisors LLC | 2,427 | $123K | 0.0% | N/A | 0.002% | |
8/15/2025 | BNP Paribas Financial Markets | 206,068 | $10.45M | 0.0% | N/A | 0.173% | |
8/15/2025 | Bank of America Corp DE | 3,994,163 | $202.54M | 0.0% | +16.4% | 3.359% | |
8/15/2025 | Ameriprise Financial Inc. | 6,971 | $354K | 0.0% | -8.2% | 0.006% | |
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8/14/2025 | Jane Street Group LLC | 80,528 | $4.08M | 0.0% | -60.9% | 0.068% | |
8/14/2025 | Vista Investment Management | 47,603 | $2.41M | 0.9% | +4.7% | 0.040% | |
8/14/2025 | Raymond James Financial Inc. | 1,003,443 | $50.89M | 0.0% | +18.1% | 0.844% | |
8/14/2025 | Peapack Gladstone Financial Corp | 39,783 | $2.02M | 0.0% | -14.7% | 0.033% | |
8/14/2025 | Sand Hill Global Advisors LLC | 995,869 | $50.50M | 1.9% | +157.2% | 0.838% | |
8/14/2025 | NewEdge Advisors LLC | 32,626 | $1.65M | 0.0% | +6.4% | 0.027% | |
8/14/2025 | SVB Wealth LLC | 59,466 | $3.02M | 0.2% | -27.9% | 0.050% | |
8/14/2025 | Transce3nd LLC | 321,100 | $16.28M | 6.9% | -3.5% | 0.270% | |
8/14/2025 | Vertex Planning Partners LLC | 46,633 | $2.37M | 0.5% | +4.6% | 0.039% | |
8/14/2025 | Cary Street Partners Financial LLC | 476,468 | $24.16M | 0.7% | +14.4% | 0.401% | |
8/14/2025 | Cerity Partners LLC | 234,646 | $11.90M | 0.0% | -7.8% | 0.197% | |
8/13/2025 | Shepherd Financial Partners LLC | 15,929 | $808K | 0.1% | -2.0% | 0.013% | |
8/13/2025 | Avestar Capital LLC | 407,352 | $20.66M | 1.4% | +8.2% | 0.343% | |
8/13/2025 | RFP Financial Group LLC | 84,807 | $4.30M | 1.8% | +5.2% | 0.071% | |
8/13/2025 | Cresset Asset Management LLC | 12,499 | $634K | 0.0% | -42.2% | 0.011% | |
8/13/2025 | Baird Financial Group Inc. | 55,346 | $2.81M | 0.0% | +0.9% | 0.047% | |
8/13/2025 | Parkworth Wealth Management Inc. | 68,411 | $3.47M | 2.5% | +18.6% | 0.058% | |
8/13/2025 | Acorns Advisers LLC | 975,055 | $49.45M | 0.4% | +0.4% | 0.820% | |
8/13/2025 | Advocacy Wealth Management Services LLC | 110,032 | $5.58M | 0.3% | +7.8% | 0.093% | |
8/13/2025 | Virtue Capital Management LLC | 75,554 | $3.83M | 0.7% | -8.6% | 0.064% | |
8/13/2025 | Scotia Capital Inc. | 8,422 | $427K | 0.0% | +2.7% | 0.007% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 39,818 | $2.02M | 0.0% | +13.3% | 0.033% | |
8/13/2025 | Crabel Capital Management LLC | 4,087 | $207K | 0.1% | N/A | 0.003% | |
8/12/2025 | J.W. Cole Advisors Inc. | 300,046 | $15.22M | 0.3% | +47.2% | 0.252% | |
8/12/2025 | Advisors Asset Management Inc. | 2,489 | $126K | 0.0% | -47.8% | 0.002% | |
8/12/2025 | Financial Advocates Investment Management | 5,038 | $255K | 0.0% | -79.5% | 0.004% | |
8/12/2025 | XTX Topco Ltd | 7,058 | $358K | 0.0% | N/A | 0.006% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 79,027 | $4.01M | 0.0% | +1.2% | 0.066% | |
8/12/2025 | Jaffetilchin Investment Partners LLC | 17,734 | $899K | 0.1% | -1.2% | 0.015% | |
8/12/2025 | CreativeOne Wealth LLC | 168,396 | $8.54M | 0.2% | -8.3% | 0.142% | |
8/12/2025 | Foster Dykema Cabot & Partners LLC | 2,220,761 | $112.62M | 7.9% | -1.4% | 1.868% | |
8/12/2025 | Global Retirement Partners LLC | 204,602 | $10.38M | 0.3% | N/A | 0.172% | |
8/12/2025 | Cynosure Group LLC | 447,247 | $22.68M | 2.6% | +1.8% | 0.376% | |
8/12/2025 | WealthBridge Capital Management LLC | 86,707 | $4.40M | 1.1% | +4.3% | 0.073% | |
8/12/2025 | AlphaCore Capital LLC | 14,204 | $720K | 0.0% | -11.1% | 0.012% | |
8/12/2025 | MAI Capital Management | 6,893 | $350K | 0.0% | -16.4% | 0.006% | |
8/12/2025 | JPMorgan Chase & Co. | 94,309 | $4.78M | 0.0% | -45.6% | 0.079% | |
8/11/2025 | TD Waterhouse Canada Inc. | 5,401 | $273K | 0.0% | +8.0% | 0.005% | |
8/11/2025 | Traub Capital Management LLC | 5,059 | $257K | 0.2% | N/A | 0.004% | |
8/11/2025 | Wealthspire Advisors LLC | 5,265 | $267K | 0.0% | -35.5% | 0.004% | |
8/11/2025 | Perennial Investment Advisors LLC | 5,468 | $277K | 0.0% | -8.9% | 0.005% | |
8/11/2025 | Diversified Portfolios Inc. | 1,103,609 | $55.96M | 5.3% | -2.4% | 0.928% | |
8/11/2025 | Bulltick Wealth Management LLC | 133,739 | $6.78M | 1.7% | -32.5% | 0.112% | |
8/11/2025 | Farrow Financial Inc. | 137,094 | $6.95M | 4.2% | -0.3% | 0.115% | |
8/8/2025 | Financial Gravity Companies Inc. | 86,232 | $4.37M | 0.7% | N/A | 0.073% | |
8/8/2025 | KM Capital Management Ltd. | 14,992 | $760K | 0.4% | -14.5% | 0.013% | |
8/8/2025 | Rockefeller Capital Management L.P. | 19,355 | $982K | 0.0% | +21.7% | 0.016% | |
8/8/2025 | Kingsview Wealth Management LLC | 81,758 | $4.15M | 0.1% | +3.3% | 0.069% | |
8/8/2025 | Avantax Advisory Services Inc. | 42,370 | $2.15M | 0.0% | +5.3% | 0.036% | |
8/8/2025 | Cetera Investment Advisers | 457,674 | $23.21M | 0.0% | -4.7% | 0.385% | |
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8/8/2025 | Fusion Capital LLC | 29,026 | $1.47M | 0.5% | -2.2% | 0.024% | |
8/8/2025 | Creative Planning | 50,772 | $2.58M | 0.0% | -6.4% | 0.043% | |
8/8/2025 | WealthShield Partners LLC | 27,004 | $1.37M | 0.2% | -2.3% | 0.023% | |
8/8/2025 | Empower Advisory Group LLC | 4,344 | $220K | 0.0% | +5.6% | 0.004% | |
8/8/2025 | Kane Investment Management Inc. | 38,833 | $1.97M | 1.0% | +665.2% | 0.033% | |
8/8/2025 | Capstone Financial Advisors Inc. | 10,967 | $556K | 0.0% | -4.7% | 0.009% | |
8/8/2025 | Avalon Trust Co | 4,097 | $208K | 0.0% | +40.0% | 0.003% | |
8/8/2025 | Bailard Inc. | 54,660 | $2.77M | 0.1% | N/A | 0.046% | |
8/8/2025 | Everett Harris & Co. CA | 20,000 | $1.01M | 0.0% | N/A | 0.017% | |
8/8/2025 | PNC Financial Services Group Inc. | 4,864 | $247K | 0.0% | +91.2% | 0.004% | |