9/11/2025 | Milestones Private Investment Advisors LLC | 5,925 | $258K | 0.2% | N/A | 0.003% | |
9/10/2025 | WT Wealth Management | 96,390 | $4.20M | 1.2% | +11.0% | 0.049% | |
8/29/2025 | Evolution Wealth Management Inc. | 2,443 | $106K | 0.1% | N/A | 0.001% | |
8/29/2025 | Centaurus Financial Inc. | 29,469 | $1.28M | 0.1% | +3.5% | 0.015% | |
8/27/2025 | Orion Porfolio Solutions LLC | 92,032 | $4.01M | 0.0% | -10.7% | 0.047% | |
8/26/2025 | Thrivent Financial for Lutherans | 343,540 | $14.97M | 0.0% | -11.1% | 0.174% | |
8/26/2025 | Claris Financial LLC | 7,508 | $327K | 0.2% | -57.0% | 0.004% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 16,523 | $720K | 0.0% | N/A | 0.008% | |
8/18/2025 | Geneos Wealth Management Inc. | 12,073 | $526K | 0.0% | -8.9% | 0.006% | |
8/16/2025 | Evergreen Capital Management LLC | 505,086 | $22.07M | 0.7% | +2.1% | 0.256% | |
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8/15/2025 | Corient Private Wealth LLC | 25,520 | $1.11M | 0.0% | -20.9% | 0.013% | |
8/15/2025 | Equitable Holdings Inc. | 222,668 | $9.70M | 0.1% | -1.3% | 0.113% | |
8/15/2025 | Captrust Financial Advisors | 15,438 | $673K | 0.0% | -24.0% | 0.008% | |
8/15/2025 | Visionary Wealth Advisors | 9,928 | $433K | 0.0% | -9.1% | 0.005% | |
8/15/2025 | Snowden Capital Advisors LLC | 105,149 | $4.59M | 0.1% | -1.0% | 0.053% | |
8/15/2025 | Riggs Asset Managment Co. Inc. | 329,230 | $14.35M | 3.5% | -2.7% | 0.167% | |
8/15/2025 | Orion Porfolio Solutions LLC | 92,032 | $4.01M | 0.0% | -10.7% | 0.047% | |
8/15/2025 | MML Investors Services LLC | 527,482 | $22.99M | 0.1% | +11.5% | 0.267% | |
8/15/2025 | Great Valley Advisor Group Inc. | 514,568 | $22.42M | 0.5% | -1.0% | 0.260% | |
8/15/2025 | EP Wealth Advisors LLC | 745,542 | $32.49M | 0.2% | -1.3% | 0.377% | |
8/15/2025 | Benjamin Edwards Inc. | 24,615 | $1.07M | 0.0% | +4.4% | 0.012% | |
8/15/2025 | BNP Paribas Financial Markets | 46,992 | $2.05M | 0.0% | -41.0% | 0.024% | |
8/15/2025 | Byrne Financial Freedom LLC | 59,030 | $2.57M | 1.3% | +9.3% | 0.030% | |
8/15/2025 | Bank of America Corp DE | 22,634,063 | $986.39M | 0.1% | -1.6% | 11.457% | |
8/15/2025 | Ameriprise Financial Inc. | 913,434 | $39.81M | 0.0% | -1.9% | 0.462% | |
8/14/2025 | MGB Wealth Management LLC | 42,359 | $1.85M | 0.6% | -7.7% | 0.021% | |
8/14/2025 | Jane Street Group LLC | 10,126 | $441K | 0.0% | -51.5% | 0.005% | |
8/14/2025 | Ausdal Financial Partners Inc. | 111,256 | $4.85M | 0.3% | +8.4% | 0.056% | |
8/14/2025 | NCM Capital Management LLC | 5,006 | $218K | 0.1% | N/A | 0.003% | |
8/14/2025 | Raymond James Financial Inc. | 1,559,130 | $67.95M | 0.0% | +1.5% | 0.789% | |
8/14/2025 | Darwin Wealth Management LLC | 566 | $25K | 0.0% | N/A | 0.000% | |
8/14/2025 | Quantinno Capital Management LP | 9,118 | $397K | 0.0% | +36.8% | 0.005% | |
8/14/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 47,497 | $2.07M | 0.0% | N/A | 0.024% | |
8/14/2025 | Diversify Advisory Services LLC | 29,047 | $1.35M | 0.1% | +6.6% | 0.015% | |
8/14/2025 | LWM Advisory Services LLC | 12,913 | $563K | 0.4% | -92.9% | 0.007% | |
8/14/2025 | FWL Investment Management LLC | 3,891 | $170K | 0.1% | +10.8% | 0.002% | |
8/14/2025 | Stamos Capital Partners L.P. | 56,029 | $2.44M | 0.4% | +31.5% | 0.028% | |
8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 267,513 | $11.66M | 0.5% | +1.9% | 0.135% | |
8/14/2025 | Cary Street Partners Financial LLC | 39,994 | $1.74M | 0.0% | +1.9% | 0.020% | |
8/14/2025 | Cerity Partners LLC | 4,823 | $210K | 0.0% | -63.1% | 0.002% | |
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8/13/2025 | StoneX Group Inc. | 6,929 | $303K | 0.0% | -44.3% | 0.004% | |
8/13/2025 | Seaview Investment Managers LLC | 30,543 | $1.33M | 0.3% | -12.4% | 0.015% | |
8/13/2025 | Cresset Asset Management LLC | 24,781 | $1.08M | 0.0% | -5.1% | 0.013% | |
8/13/2025 | Gateway Wealth Partners LLC | 4,881 | $213K | 0.0% | N/A | 0.002% | |
8/13/2025 | GeoWealth Management LLC | 21,435 | $934K | 0.0% | +38.2% | 0.011% | |
8/13/2025 | Great Diamond Partners LLC | 9,319 | $406K | 0.1% | -2.5% | 0.005% | |
8/13/2025 | Baird Financial Group Inc. | 37,195 | $1.62M | 0.0% | -6.0% | 0.019% | |
8/13/2025 | Knuff & Co LLC | 2,500 | $109K | 0.0% | N/A | 0.001% | |
8/13/2025 | Kilter Group LLC | 5,170 | $225K | 0.1% | N/A | 0.003% | |
8/13/2025 | CW Advisors LLC | 1,401,130 | $61.06M | 0.6% | +19.4% | 0.709% | |
8/13/2025 | WCG Wealth Advisors LLC | 12,367 | $539K | 0.0% | -95.1% | 0.006% | |
8/13/2025 | Beacon Pointe Advisors LLC | 6,594 | $287K | 0.0% | +10.0% | 0.003% | |
8/13/2025 | Okabena Investment Services Inc. | 12,000 | $523K | 0.1% | -33.3% | 0.006% | |
8/13/2025 | Financial Freedom LLC | 31,671 | $1.38M | 0.7% | -10.7% | 0.016% | |
8/13/2025 | Trustmark Bank Trust Department | 9,111 | $397K | 0.0% | +54.3% | 0.005% | |
8/13/2025 | Lido Advisors LLC | 31,450 | $1.37M | 0.0% | -19.4% | 0.016% | |
8/13/2025 | Scotia Capital Inc. | 7,584 | $331K | 0.0% | -13.8% | 0.004% | |
8/13/2025 | Hsbc Holdings PLC | 17,517 | $763K | 0.0% | +23.4% | 0.009% | |
8/13/2025 | Level Four Advisory Services LLC | 17,802 | $776K | 0.0% | -27.9% | 0.009% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,693,569 | $73.81M | 0.1% | -7.1% | 0.857% | |
8/13/2025 | Sumitomo Mitsui Financial Group Inc. | 22,672 | $988K | 0.0% | -22.3% | 0.011% | |
8/13/2025 | Choreo LLC | 18,012 | $787K | 0.0% | -1.7% | 0.009% | |
8/13/2025 | Russell Investments Group Ltd. | 22,442 | $978K | 0.0% | +1,294.8% | 0.011% | |
8/12/2025 | J.W. Cole Advisors Inc. | 6,469 | $282K | 0.0% | N/A | 0.003% | |
8/12/2025 | SlateStone Wealth LLC | 17,474 | $762K | 0.1% | -5.6% | 0.009% | |
8/12/2025 | Financial Advocates Investment Management | 81,553 | $3.55M | 0.3% | -68.9% | 0.041% | |
8/12/2025 | Laurel Wealth Advisors LLC | 2,694,465 | $117.43M | 0.1% | +4,209.9% | 1.364% | |
8/12/2025 | RiverFront Investment Group LLC | 1,380,457 | $60.16M | 1.2% | +67.4% | 0.699% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 164,852 | $7.18M | 0.1% | -1.0% | 0.083% | |
8/12/2025 | CreativeOne Wealth LLC | 44,630 | $1.95M | 0.1% | -21.1% | 0.023% | |
8/12/2025 | Ameritas Investment Partners Inc. | 120,536 | $5.25M | 0.2% | +3.7% | 0.061% | |
8/12/2025 | Global Retirement Partners LLC | 6,485 | $283K | 0.0% | N/A | 0.003% | |
8/12/2025 | Barnes Pettey Financial Advisors LLC | 4,722 | $206K | 0.1% | N/A | 0.002% | |
8/12/2025 | Barings LLC | 12,744 | $555K | 0.0% | -55.2% | 0.006% | |
8/12/2025 | WealthBridge Capital Management LLC | 71,286 | $3.11M | 0.8% | +15.8% | 0.036% | |
8/12/2025 | AlphaCore Capital LLC | 4,900 | $214K | 0.0% | -14.9% | 0.002% | |
8/12/2025 | MAI Capital Management | 217,577 | $9.48M | 0.1% | -1.9% | 0.110% | |
8/12/2025 | JPMorgan Chase & Co. | 3,485,063 | $151.88M | 0.0% | +281.3% | 1.764% | |
8/12/2025 | Prudential PLC | 285,900 | $12.46M | 0.1% | -3.3% | 0.145% | |
8/12/2025 | NFP Retirement Inc. | 21,421 | $934K | 0.1% | -3.3% | 0.011% | |
8/11/2025 | ARS Investment Partners LLC | 10,662 | $465K | 0.0% | -76.9% | 0.005% | |
8/11/2025 | Intrepid Financial Planning Group LLC | 25,199 | $1.10M | 0.5% | -0.9% | 0.013% | |
8/11/2025 | Alteri Wealth LLC | 9,070 | $395K | 0.2% | -10.6% | 0.005% | |
8/11/2025 | TD Waterhouse Canada Inc. | 8,997 | $392K | 0.0% | +11.4% | 0.005% | |
8/11/2025 | Wealthspire Advisors LLC | 26,532 | $1.16M | 0.0% | +17.1% | 0.013% | |
8/11/2025 | Perennial Investment Advisors LLC | 38,829 | $1.69M | 0.2% | -27.8% | 0.020% | |
8/11/2025 | SFI Advisors LLC | 66,207 | $2.89M | 2.0% | -6.3% | 0.034% | |
8/11/2025 | Sofi Wealth LLC | 7,891 | $344K | 0.0% | +75.2% | 0.004% | |
8/11/2025 | Y.D. More Investments Ltd | 91,146 | $3.97M | 0.3% | +31.8% | 0.046% | |
8/8/2025 | Rockefeller Capital Management L.P. | 294,126 | $12.82M | 0.0% | +5.5% | 0.149% | |
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8/8/2025 | Kingsview Wealth Management LLC | 73,922 | $3.22M | 0.1% | -0.8% | 0.037% | |
8/8/2025 | Adapt Wealth Advisors LLC | 198,938 | $8.67M | 3.9% | +2.7% | 0.101% | |
8/8/2025 | Citizens Financial Group Inc. RI | 34,140 | $1.49M | 0.0% | +61.5% | 0.017% | |
8/8/2025 | Avantax Advisory Services Inc. | 144,336 | $6.29M | 0.0% | +5.9% | 0.073% | |
8/8/2025 | Cetera Investment Advisers | 752,352 | $32.79M | 0.1% | +0.6% | 0.381% | |
8/8/2025 | Creative Planning | 62,833 | $2.74M | 0.0% | -9.8% | 0.032% | |
8/8/2025 | SG Americas Securities LLC | 19,134 | $834K | 0.0% | N/A | 0.010% | |
8/8/2025 | Meridian Wealth Management LLC | 65,183 | $2.84M | 0.1% | -18.4% | 0.033% | |
8/8/2025 | Foundations Investment Advisors LLC | 10,491 | $457K | 0.0% | N/A | 0.005% | |
8/8/2025 | Advisors Capital Management LLC | 5,415 | $236K | 0.0% | N/A | 0.003% | |