8/27/2025 | Orion Porfolio Solutions LLC | 3,135 | $295K | 0.0% | -3.6% | 0.018% | |
8/26/2025 | Thrivent Financial for Lutherans | 33,226 | $3.12M | 0.0% | -86.7% | 0.190% | |
8/25/2025 | Hilltop Partners LLC | 2,192 | $206K | 0.1% | -28.0% | 0.013% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 22,905 | $2.15M | 0.1% | N/A | 0.131% | |
8/19/2025 | Cape Investment Advisory Inc. | 1,306 | $123K | 0.0% | +9.9% | 0.007% | |
8/15/2025 | Tower Research Capital LLC TRC | 1,342 | $126K | 0.0% | -90.6% | 0.008% | |
8/15/2025 | Corient Private Wealth LLC | 32,867 | $3.09M | 0.0% | -0.4% | 0.188% | |
8/15/2025 | Captrust Financial Advisors | 98,449 | $9.25M | 0.0% | -1.8% | 0.563% | |
8/15/2025 | Redwood Financial Network Corp | 3,506 | $329K | 0.2% | -7.7% | 0.020% | |
8/15/2025 | Orion Porfolio Solutions LLC | 3,135 | $295K | 0.0% | -3.6% | 0.018% | |
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8/15/2025 | MML Investors Services LLC | 9,166 | $861K | 0.0% | -10.7% | 0.052% | |
8/15/2025 | EP Wealth Advisors LLC | 11,964 | $1.12M | 0.0% | +37.4% | 0.068% | |
8/15/2025 | Bank of America Corp DE | 3,793,820 | $356.43M | 0.0% | -0.7% | 21.679% | |
8/15/2025 | Ameriprise Financial Inc. | 242,524 | $22.81M | 0.0% | -3.1% | 1.386% | |
8/14/2025 | Jane Street Group LLC | 24,746 | $2.33M | 0.0% | N/A | 0.141% | |
8/14/2025 | Raymond James Financial Inc. | 31,934 | $3M | 0.0% | -6.1% | 0.182% | |
8/14/2025 | Chicago Wealth Management Inc. | 2,362 | $222K | 0.1% | N/A | 0.013% | |
8/14/2025 | Diversify Advisory Services LLC | 2,509 | $245K | 0.0% | N/A | 0.014% | |
8/14/2025 | Clarity Asset Management Inc. | 103,331 | $9.71M | 5.8% | -16.2% | 0.590% | |
8/14/2025 | NewEdge Advisors LLC | 52,608 | $4.94M | 0.0% | +25.3% | 0.301% | |
8/14/2025 | Cerity Partners LLC | 15,466 | $1.45M | 0.0% | +4.2% | 0.088% | |
8/13/2025 | Per Stirling Capital Management LLC. | 2,501 | $235K | 0.0% | -41.1% | 0.014% | |
8/13/2025 | Marshall Wace LLP | 4,476 | $421K | 0.0% | N/A | 0.026% | |
8/13/2025 | Milestone Investment Advisors LLC | 1,495 | $140K | 0.0% | -34.3% | 0.009% | |
8/13/2025 | WCG Wealth Advisors LLC | 46,690 | $4.39M | 0.3% | +45.5% | 0.267% | |
8/13/2025 | Beacon Pointe Advisors LLC | 83,182 | $7.82M | 0.1% | +7.6% | 0.475% | |
8/13/2025 | VestGen Advisors LLC | 8,476 | $818K | 0.0% | -14.5% | 0.048% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 18,286 | $1.72M | 0.0% | -5.3% | 0.104% | |
8/12/2025 | Global Retirement Partners LLC | 56,284 | $5.29M | 0.1% | N/A | 0.322% | |
8/12/2025 | Coldstream Capital Management Inc. | 69,940 | $6.57M | 0.1% | +144.3% | 0.400% | |
8/12/2025 | JPMorgan Chase & Co. | 79,338 | $7.45M | 0.0% | +24.0% | 0.453% | |
8/11/2025 | Wescott Financial Advisory Group LLC | 11,786 | $1.11M | 0.1% | +15.8% | 0.067% | |
8/8/2025 | Cetera Investment Advisers | 92,081 | $8.65M | 0.0% | +13.2% | 0.526% | |
8/8/2025 | WealthShield Partners LLC | 12,298 | $1.16M | 0.1% | -5.4% | 0.070% | |
8/8/2025 | Empower Advisory Group LLC | 2,287 | $215K | 0.0% | N/A | 0.013% | |
8/8/2025 | L & S Advisors Inc | 27,260 | $2.56M | 0.3% | +7.1% | 0.156% | |
8/8/2025 | Francis Financial Inc. | 68,512 | $6.44M | 1.5% | -2.8% | 0.391% | |
8/8/2025 | PNC Financial Services Group Inc. | 16,863 | $1.58M | 0.0% | +0.7% | 0.096% | |
8/7/2025 | Allworth Financial LP | 4,244 | $399K | 0.0% | -3.9% | 0.024% | |
8/7/2025 | Fountainhead AM LLC | 3,432 | $322K | 0.0% | -12.4% | 0.020% | |
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8/6/2025 | Vestmark Advisory Solutions Inc. | 209,700 | $19.70M | 0.3% | +84.4% | 1.198% | |
8/6/2025 | Golden State Wealth Management LLC | 5,492 | $516K | 0.1% | +19.5% | 0.031% | |
8/6/2025 | Commonwealth Equity Services LLC | 599,617 | $56.33M | 0.1% | -0.1% | 3.426% | |
8/5/2025 | Clarity Wealth Development LLC | 4,347 | $408K | 0.4% | +3.1% | 0.025% | |
8/5/2025 | Mission Wealth Management LP | 99,789 | $9.38M | 0.2% | +2.8% | 0.570% | |
8/5/2025 | TIAA Trust National Association | 2,512,786 | $236.08M | 0.6% | +2.7% | 14.359% | |
8/5/2025 | Uniting Wealth Partners LLC | 70,290 | $6.60M | 2.6% | +0.5% | 0.402% | |
8/4/2025 | Savvy Advisors Inc. | 3,161 | $297K | 0.0% | N/A | 0.018% | |
8/4/2025 | Assetmark Inc. | 55,247 | $5.19M | 0.0% | +3.2% | 0.316% | |
8/4/2025 | World Investment Advisors | 7,549 | $709K | 0.0% | -1.9% | 0.043% | |
8/4/2025 | Flagship Harbor Advisors LLC | 12,158 | $1.14M | 0.1% | +10.7% | 0.069% | |
8/4/2025 | Quaker Wealth Management LLC | 1,331 | $125K | 0.0% | -200.0% | 0.008% | |
8/1/2025 | Equita Financial Network Inc. | 19,834 | $1.86M | 0.7% | -16.9% | 0.113% | |
8/1/2025 | Rossby Financial LCC | 6,410 | $602K | 0.2% | -8.7% | 0.037% | |
8/1/2025 | American Financial & Tax Strategies Inc. | 3,299 | $310K | 0.2% | +6.1% | 0.019% | |
8/1/2025 | Envestnet Asset Management Inc. | 281,723 | $26.47M | 0.0% | -0.9% | 1.610% | |
7/31/2025 | Oppenheimer Asset Management Inc. | 26,793 | $2.52M | 0.0% | +1.7% | 0.153% | |
7/31/2025 | Trademark Financial Management LLC | 14,215 | $1.34M | 0.8% | +3.7% | 0.081% | |
7/31/2025 | Money Design Co. Ltd. | 39,013 | $3.67M | 0.2% | +3.2% | 0.223% | |
7/30/2025 | KPP Advisory Services LLC | 2,839 | $267K | 0.0% | N/A | 0.016% | |
7/30/2025 | Freedom Investment Management Inc. | 14,539 | $1.37M | 0.1% | -9.6% | 0.083% | |
7/30/2025 | White Lighthouse Investment Management Inc. | 7,110 | $668K | 0.1% | +25.6% | 0.041% | |
7/30/2025 | Parcion Private Wealth LLC | 3,947 | $371K | 0.0% | +49.5% | 0.023% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 7,315 | $687K | 0.1% | -34.4% | 0.042% | |
7/30/2025 | Fingerlakes Wealth Management Inc. | 4,008 | $377K | 0.3% | N/A | 0.023% | |
7/30/2025 | Greenup Street Wealth Management LLC | 6,441 | $605K | 0.1% | N/A | 0.037% | |
7/30/2025 | Princeton Global Asset Management LLC | 2,071 | $195K | 0.0% | +11.3% | 0.012% | |
7/29/2025 | Crux Wealth Advisors | 34,450 | $3.24M | 1.4% | N/A | 0.197% | |
7/29/2025 | Wingate Wealth Advisors Inc. | 2,185 | $205K | 0.2% | N/A | 0.012% | |
7/29/2025 | DeDora Capital Inc. | 75,317 | $7.08M | 1.8% | -0.6% | 0.430% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 11,441 | $1.08M | 0.0% | -6.3% | 0.065% | |
7/29/2025 | Private Wealth Management Group LLC | 6,213 | $584K | 0.2% | -1.6% | 0.036% | |
7/29/2025 | Harbor Asset Planning Inc. | 1,207 | $113K | 0.1% | N/A | 0.007% | |
7/28/2025 | Harbour Investments Inc. | 5,933 | $557K | 0.0% | +89.7% | 0.034% | |
7/28/2025 | Revolve Wealth Partners LLC | 23,753 | $2.23M | 0.3% | -1.4% | 0.136% | |
7/25/2025 | NorthRock Partners LLC | 19,818 | $1.86M | 0.0% | -4.9% | 0.113% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 195,353 | $18.35M | 0.1% | -2.4% | 1.116% | |
7/25/2025 | Quantum Financial Planning Services Inc. | 3,324 | $312K | 0.1% | -3.8% | 0.019% | |
7/25/2025 | CWM LLC | 16,154 | $1.52M | 0.0% | +496.1% | 0.092% | |
7/25/2025 | Wealth Advisory Team LLC | 23,810 | $2.24M | 2.1% | N/A | 0.136% | |
7/25/2025 | Evolution Advisers Inc. | 31,653 | $2.97M | 1.4% | -0.9% | 0.181% | |
7/25/2025 | Natural Investments LLC | 2,665 | $250K | 0.1% | -6.2% | 0.015% | |
7/24/2025 | US Bancorp DE | 31,146 | $2.93M | 0.0% | -23.6% | 0.178% | |
7/23/2025 | ETF Portfolio Partners Inc. | 4,682 | $440K | 0.1% | +3.1% | 0.027% | |
7/23/2025 | SGL Investment Advisors Inc. | 22,365 | $2.10M | 1.0% | -1.5% | 0.128% | |
7/23/2025 | KPP Advisory Services LLC | 2,839 | $267K | 0.1% | N/A | 0.016% | |
7/22/2025 | Mascoma Wealth Management LLC | 25,565 | $2.40M | 0.6% | -5.5% | 0.146% | |
7/22/2025 | USAdvisors Wealth Management LLC | 3,534 | $332K | 0.1% | +34.0% | 0.020% | |
7/22/2025 | Financial Insights Inc. | 16,078 | $1.51M | 0.6% | N/A | 0.092% | |
7/21/2025 | Impact Investors Inc | 127,538 | $11.98M | 8.5% | -1.6% | 0.729% | |
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7/21/2025 | Ameritas Advisory Services LLC | 12,240 | $1.15M | 0.1% | N/A | 0.070% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 6,114 | $574K | 0.0% | +19.8% | 0.035% | |
7/18/2025 | First Pacific Financial | 14,820 | $1.39M | 0.2% | +28.5% | 0.085% | |
7/18/2025 | Marino Stram & Associates LLC | 15,781 | $1.48M | 0.3% | +45.2% | 0.090% | |
7/18/2025 | Truist Financial Corp | 6,328 | $595K | 0.0% | +2.9% | 0.036% | |
7/18/2025 | Lockerman Financial Group Inc. | 6,179 | $581K | 0.8% | -6.1% | 0.035% | |
7/17/2025 | LexAurum Advisors LLC | 8,811 | $828K | 0.1% | +4.0% | 0.050% | |
7/17/2025 | HB Wealth Management LLC | 4,908 | $461K | 0.0% | -3.5% | 0.028% | |
7/17/2025 | Montis Financial LLC | 5,288 | $497K | 0.1% | -8.6% | 0.030% | |
7/17/2025 | Refined Wealth Management | 12,853 | $1.21M | 0.8% | -4.2% | 0.073% | |