8/27/2025 | Orion Porfolio Solutions LLC | 19,329 | $951K | 0.0% | N/A | 0.036% | |
8/26/2025 | Thrivent Financial for Lutherans | 64,481 | $3.17M | 0.0% | -64.0% | 0.120% | |
8/25/2025 | Silverlake Wealth Management LLC | 46,398 | $2.28M | 0.7% | +25.5% | 0.086% | |
8/16/2025 | Evergreen Capital Management LLC | 297,985 | $14.66M | 0.4% | +0.3% | 0.554% | |
8/15/2025 | Tower Research Capital LLC TRC | 13,596 | $669K | 0.0% | -34.9% | 0.025% | |
8/15/2025 | Captrust Financial Advisors | 394,538 | $19.41M | 0.0% | -2.0% | 0.733% | |
8/15/2025 | Keel Point LLC | 34,754 | $1.71M | 0.1% | N/A | 0.065% | |
8/15/2025 | Visionary Wealth Advisors | 17,792 | $875K | 0.0% | +9.0% | 0.033% | |
8/15/2025 | Snowden Capital Advisors LLC | 4,192 | $206K | 0.0% | -36.5% | 0.008% | |
8/15/2025 | Orion Porfolio Solutions LLC | 19,329 | $951K | 0.0% | N/A | 0.036% | |
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8/15/2025 | MML Investors Services LLC | 310,810 | $15.29M | 0.0% | +0.2% | 0.578% | |
8/15/2025 | Curi Capital LLC | 358,035 | $17.61M | 0.3% | N/A | 0.665% | |
8/15/2025 | Bank of America Corp DE | 9,797,877 | $481.96M | 0.0% | -0.8% | 18.212% | |
8/15/2025 | Ameriprise Financial Inc. | 352,004 | $17.32M | 0.0% | -27.6% | 0.654% | |
8/14/2025 | Raymond James Financial Inc. | 387,168 | $19.05M | 0.0% | -6.4% | 0.720% | |
8/14/2025 | Diversify Advisory Services LLC | 15,552 | $804K | 0.0% | -11.7% | 0.029% | |
8/14/2025 | The Manufacturers Life Insurance Company | 7,815 | $384K | 0.0% | N/A | 0.015% | |
8/14/2025 | NewEdge Advisors LLC | 21,584 | $1.06M | 0.0% | -25.4% | 0.040% | |
8/14/2025 | Qube Research & Technologies Ltd | 22,336 | $1.10M | 0.0% | +129.9% | 0.042% | |
8/13/2025 | Proactive Wealth Strategies LLC | 4,885 | $240K | 0.1% | -23.3% | 0.009% | |
8/13/2025 | EverSource Wealth Advisors LLC | 1,516 | $75K | 0.0% | -19.7% | 0.003% | |
8/13/2025 | Kilter Group LLC | 2,631 | $129K | 0.1% | N/A | 0.005% | |
8/13/2025 | CW Advisors LLC | 150,987 | $7.43M | 0.1% | +925.4% | 0.281% | |
8/13/2025 | Elios Financial Group Inc. | 129,184 | $6.36M | 2.9% | -3.7% | 0.240% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 654 | $34K | 0.0% | N/A | 0.001% | |
8/13/2025 | Forthright Family Wealth Advisory LLC | 28,881 | $1.42M | 0.9% | -4.6% | 0.054% | |
8/13/2025 | VestGen Advisors LLC | 11,931 | $596K | 0.0% | -7.0% | 0.022% | |
8/13/2025 | Scotia Capital Inc. | 12,966 | $638K | 0.0% | +26.6% | 0.024% | |
8/13/2025 | Hsbc Holdings PLC | 657,160 | $32.33M | 0.0% | -2.0% | 1.221% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 449,215 | $22.10M | 0.0% | +6.0% | 0.835% | |
8/13/2025 | Choreo LLC | 10,097 | $497K | 0.0% | -41.6% | 0.019% | |
8/13/2025 | Russell Investments Group Ltd. | 896 | $44K | 0.0% | +493.4% | 0.002% | |
8/13/2025 | Maia Wealth LLC | 19,765 | $972K | 0.2% | -10.6% | 0.037% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 36,667 | $1.80M | 0.0% | +9.2% | 0.068% | |
8/12/2025 | CreativeOne Wealth LLC | 4,523 | $222K | 0.0% | -20.0% | 0.008% | |
8/12/2025 | Global Retirement Partners LLC | 4,367 | $215K | 0.0% | N/A | 0.008% | |
8/12/2025 | Journey Strategic Wealth LLC | 6,892 | $339K | 0.0% | -8.1% | 0.013% | |
8/12/2025 | JPMorgan Chase & Co. | 126,230 | $6.21M | 0.0% | -25.4% | 0.235% | |
8/12/2025 | Bank Julius Baer & Co. Ltd Zurich | 7,960 | $392K | 0.0% | -10.0% | 0.015% | |
8/11/2025 | United Advisor Group LLC | 5,084 | $250K | 0.0% | N/A | 0.009% | |
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8/11/2025 | Rothschild Investment LLC | 1,000 | $49K | 0.0% | N/A | 0.002% | |
8/11/2025 | Western Wealth Management LLC | 8,735 | $430K | 0.0% | -14.9% | 0.016% | |
8/8/2025 | Financial Gravity Companies Inc. | 715 | $35K | 0.0% | N/A | 0.001% | |
8/8/2025 | Rockefeller Capital Management L.P. | 29,526 | $1.45M | 0.0% | +16.2% | 0.055% | |
8/8/2025 | Kingsview Wealth Management LLC | 4,906 | $241K | 0.0% | +10.4% | 0.009% | |
8/8/2025 | Citizens Financial Group Inc. RI | 7,312 | $360K | 0.0% | +15.5% | 0.014% | |
8/8/2025 | Avantax Advisory Services Inc. | 39,797 | $1.96M | 0.0% | +68.6% | 0.074% | |
8/8/2025 | Cetera Investment Advisers | 447,619 | $22.02M | 0.0% | +1.0% | 0.832% | |
8/8/2025 | Creative Planning | 442,378 | $21.76M | 0.0% | -1.2% | 0.822% | |
8/8/2025 | WealthShield Partners LLC | 2,238 | $110K | 0.0% | -57.6% | 0.004% | |
8/8/2025 | Foundations Investment Advisors LLC | 10,727 | $528K | 0.0% | -4.0% | 0.020% | |
8/8/2025 | PNC Financial Services Group Inc. | 372,057 | $18.30M | 0.0% | -6.1% | 0.692% | |
8/7/2025 | Cascade Financial Partners LLC | 16,159 | $795K | 0.1% | +60.1% | 0.030% | |
8/7/2025 | Allworth Financial LP | 7,744 | $381K | 0.0% | -6.9% | 0.014% | |
8/7/2025 | PFG Advisors | 4,132 | $203K | 0.0% | -26.1% | 0.008% | |
8/7/2025 | Brio Consultants LLC | 181,371 | $8.92M | 1.3% | -0.2% | 0.337% | |
8/6/2025 | AE Wealth Management LLC | 10,320 | $508K | 0.0% | -50.3% | 0.019% | |
8/6/2025 | Sound Financial Strategies Group LLC | 27,658 | $1.36M | 1.1% | -3.8% | 0.051% | |
8/6/2025 | Golden State Wealth Management LLC | 1,486 | $73K | 0.0% | -31.2% | 0.003% | |
8/6/2025 | Atlantic Union Bankshares Corp | 1,688 | $83K | 0.0% | N/A | 0.003% | |
8/6/2025 | Moors & Cabot Inc. | 8,870 | $436K | 0.0% | +3.9% | 0.016% | |
8/5/2025 | Bank of Montreal Can | 10,249 | $504K | 0.0% | -12.2% | 0.019% | |
8/5/2025 | Sumitomo Life Insurance Co. | 61,000 | $3.00M | 0.2% | -50.7% | 0.113% | |
8/5/2025 | Summit Investment Advisory Services LLC | 6,504 | $320K | 0.3% | N/A | 0.012% | |
8/4/2025 | Haven Private LLC | 130,774 | $6.43M | 2.9% | -19.6% | 0.243% | |
8/4/2025 | Creekmur Asset Management LLC | 4,933 | $243K | 0.0% | -31.6% | 0.009% | |
8/4/2025 | Silver Coast Investments LLC | 65,138 | $3.20M | 1.2% | -5.7% | 0.121% | |
8/4/2025 | Simon Quick Advisors LLC | 32,561 | $1.60M | 0.1% | N/A | 0.061% | |
8/4/2025 | Atria Investments Inc | 6,678 | $329K | 0.0% | -3.3% | 0.012% | |
8/4/2025 | Assetmark Inc. | 1,197 | $59K | 0.0% | -34.5% | 0.002% | |
8/4/2025 | Spire Wealth Management | 4,295 | $211K | 0.0% | -25.6% | 0.008% | |
8/1/2025 | Liberty Wealth Management LLC | 27,014 | $1.33M | 0.2% | -24.0% | 0.050% | |
8/1/2025 | Schmidt P J Investment Management Inc. | 5,135 | $253K | 0.0% | +4.2% | 0.010% | |
8/1/2025 | Yukon Wealth Management Inc. | 5,485 | $270K | 0.1% | -3.7% | 0.010% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 9,697 | $477K | 0.0% | -3.4% | 0.018% | |
8/1/2025 | Envestnet Asset Management Inc. | 321,478 | $15.81M | 0.0% | -1.2% | 0.598% | |
7/31/2025 | TSA Wealth Managment LLC | 8,010 | $394K | 0.1% | -6.1% | 0.015% | |
7/31/2025 | Insight Wealth Partners LLC | 12,527 | $616K | 0.2% | +12.6% | 0.023% | |
7/31/2025 | 180 Wealth Advisors LLC | 4,516 | $222K | 0.0% | N/A | 0.008% | |
7/31/2025 | Hoge Financial Services LLC | 34,700 | $1.72M | 1.1% | +87.7% | 0.064% | |
7/30/2025 | D.A. Davidson & CO. | 4,942 | $243K | 0.0% | -4.4% | 0.009% | |
7/30/2025 | BG Investment Services Inc. | 40,658 | $2.01M | 2.5% | -27.9% | 0.076% | |
7/30/2025 | Clune & Associates LTD. | 13,054 | $642K | 0.2% | +3.4% | 0.024% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 32,178 | $1.58M | 0.1% | -4.6% | 0.060% | |
7/29/2025 | Stratos Wealth Partners LTD. | 11,966 | $589K | 0.0% | +15.1% | 0.022% | |
7/29/2025 | Angeles Wealth Management LLC | 2,164 | $106K | 0.0% | N/A | 0.004% | |
7/29/2025 | Riverbend Wealth Management LLC | 11,196 | $551K | 0.4% | +3.2% | 0.021% | |
7/29/2025 | Horst & Graben Wealth Management LLC | 6,368 | $313K | 0.1% | -36.0% | 0.012% | |
7/28/2025 | Copia Wealth Management | 27,247 | $1.34M | 1.1% | +5.4% | 0.051% | |
7/28/2025 | Keeler & Nadler Financial Planning & Wealth Management | 60,086 | $2.96M | 1.2% | -33.0% | 0.112% | |
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7/28/2025 | Mutual Advisors LLC | 11,206 | $578K | 0.0% | -18.4% | 0.021% | |
7/28/2025 | Cypress Wealth Services LLC | 10,953 | $539K | 0.1% | -3.9% | 0.020% | |
7/25/2025 | Northwest Capital Management Inc | 20,264 | $997K | 0.5% | -46.1% | 0.038% | |
7/25/2025 | Atria Wealth Solutions Inc. | 35,961 | $1.80M | 0.0% | +8.6% | 0.067% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 5,147 | $253K | 0.0% | N/A | 0.010% | |
7/25/2025 | MGO One Seven LLC | 10,531 | $518K | 0.0% | +55.0% | 0.020% | |
7/25/2025 | Alpha Financial Partners LLC | 33,431 | $1.64M | 1.2% | +10.1% | 0.062% | |
7/25/2025 | Midwest Capital Advisors LLC | 2,638 | $130K | 0.1% | -61.7% | 0.005% | |
7/25/2025 | CWM LLC | 72,612 | $3.57M | 0.0% | -21.2% | 0.135% | |
7/25/2025 | Concurrent Investment Advisors LLC | 20,857 | $1.03M | 0.0% | -2.2% | 0.039% | |