8/15/2025 | Smartleaf Asset Management LLC | 6,394 | $319K | 0.0% | +56.0% | 0.006% | |
8/15/2025 | Orion Porfolio Solutions LLC | 13,293 | $663K | 0.0% | +18.3% | 0.012% | |
8/15/2025 | MML Investors Services LLC | 394,701 | $19.68M | 0.1% | +298.5% | 0.370% | |
8/15/2025 | HRT Financial LP | 53,586 | $2.67M | 0.0% | +31.0% | 0.050% | |
8/15/2025 | IHT Wealth Management LLC | 25,982 | $1.30M | 0.0% | N/A | 0.024% | |
8/15/2025 | Benjamin Edwards Inc. | 14,471 | $722K | 0.0% | +14.8% | 0.014% | |
8/15/2025 | Bank of America Corp DE | 2,518,007 | $125.56M | 0.0% | +74.5% | 2.363% | |
8/15/2025 | Aberdeen Wealth Management LLC | 69,953 | $3.49M | 2.3% | +10.3% | 0.066% | |
8/14/2025 | Camarda Financial Advisors LLC | 35,565 | $1.77M | 0.7% | +9.7% | 0.033% | |
8/14/2025 | Graney & King LLC | 2,729 | $136K | 0.1% | +79.1% | 0.003% | |
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8/14/2025 | Jane Street Group LLC | 87,863 | $4.38M | 0.0% | -16.0% | 0.082% | |
8/14/2025 | Ausdal Financial Partners Inc. | 11,683 | $583K | 0.0% | -33.5% | 0.011% | |
8/14/2025 | Raymond James Financial Inc. | 422,712 | $21.08M | 0.0% | +40.4% | 0.397% | |
8/14/2025 | Betterment LLC | 110,052 | $5.49M | 0.0% | -59.0% | 0.103% | |
8/14/2025 | Kitching Partners LLC | 206,287 | $10.29M | 10.5% | +6.5% | 0.194% | |
8/14/2025 | NewEdge Advisors LLC | 13,680 | $682K | 0.0% | +124.0% | 0.013% | |
8/14/2025 | Sagard Holdings Management Inc. | 70,180 | $3.50M | 9.8% | N/A | 0.066% | |
8/14/2025 | Cary Street Partners Financial LLC | 63,521 | $3.17M | 0.1% | -1.5% | 0.060% | |
8/14/2025 | Cerity Partners LLC | 11,003 | $549K | 0.0% | +103.9% | 0.010% | |
8/14/2025 | Daner Wealth Management LLC | 15,798 | $787K | 0.5% | N/A | 0.015% | |
8/13/2025 | Per Stirling Capital Management LLC. | 12,054 | $601K | 0.1% | +13.3% | 0.011% | |
8/13/2025 | Avestar Capital LLC | 8,020 | $400K | 0.0% | N/A | 0.008% | |
8/13/2025 | Flow Traders U.S. LLC | 24,471 | $1.22M | 0.0% | N/A | 0.023% | |
8/13/2025 | GeoWealth Management LLC | 44,807 | $2.23M | 0.1% | +38.4% | 0.042% | |
8/13/2025 | Boston Family Office LLC | 38,127 | $1.90M | 0.1% | +11.5% | 0.036% | |
8/13/2025 | Willis Johnson & Associates Inc. | 4,164 | $208K | 0.0% | -10.7% | 0.004% | |
8/13/2025 | Scotia Capital Inc. | 14,887 | $742K | 0.0% | -25.2% | 0.014% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 8,987 | $448K | 0.0% | +391.1% | 0.008% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 107,059 | $5.34M | 0.0% | -2.3% | 0.100% | |
8/12/2025 | Horizon Kinetics Asset Management LLC | 362,083 | $18.06M | 0.2% | -8.4% | 0.340% | |
8/12/2025 | Titleist Asset Management LLC | 134,267 | $6.70M | 0.7% | +1.6% | 0.126% | |
8/12/2025 | MAI Capital Management | 68,763 | $3.43M | 0.0% | -1.5% | 0.065% | |
8/12/2025 | JPMorgan Chase & Co. | 21,748,273 | $1.08B | 0.1% | +11.3% | 20.411% | |
8/12/2025 | Kensington Asset Management LLC | 69,090 | $3.45M | 0.3% | N/A | 0.065% | |
8/11/2025 | TD Waterhouse Canada Inc. | 20,759 | $1.04M | 0.0% | +1,168.1% | 0.019% | |
8/11/2025 | Culbertson A N & Co. Inc. | 7,195 | $359K | 0.1% | -4.0% | 0.007% | |
8/11/2025 | Capital Square LLC | 6,518 | $324K | 0.2% | -76.0% | 0.006% | |
8/11/2025 | Western Wealth Management LLC | 5,654 | $282K | 0.0% | N/A | 0.005% | |
8/8/2025 | Rockefeller Capital Management L.P. | 53,627 | $2.67M | 0.0% | +3.3% | 0.050% | |
8/8/2025 | Kingsview Wealth Management LLC | 9,613 | $479K | 0.0% | +23.4% | 0.009% | |
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8/8/2025 | Cetera Investment Advisers | 149,041 | $7.43M | 0.0% | +17.1% | 0.140% | |
8/8/2025 | CWS Financial Advisors LLC | 42,659 | $2.13M | 0.6% | -2.7% | 0.040% | |
8/8/2025 | Creative Planning | 73,035 | $3.64M | 0.0% | +20.4% | 0.069% | |
8/8/2025 | Chandler Asset Management Inc. | 2,170 | $108K | 0.0% | N/A | 0.002% | |
8/8/2025 | Avalon Trust Co | 1,000 | $50K | 0.0% | N/A | 0.001% | |
8/8/2025 | Bouchey Financial Group Ltd | 25,351 | $1.26M | 0.1% | -10.3% | 0.024% | |
8/7/2025 | CENTRAL TRUST Co | 75,223 | $3.75M | 0.1% | -4.9% | 0.071% | |
8/7/2025 | Keynote Financial Services LLC | 55,740 | $2.78M | 1.9% | +1,231.9% | 0.052% | |
8/7/2025 | Cahill Financial Advisors Inc. | 26,332 | $1.31M | 0.2% | -1.7% | 0.025% | |
8/7/2025 | Allworth Financial LP | 9,138 | $456K | 0.0% | +7.4% | 0.009% | |
8/7/2025 | Joseph Group Capital Management | 29,568 | $1.47M | 0.5% | -4.7% | 0.028% | |
8/7/2025 | Fonville Wealth Management LLC | 427,592 | $21.32M | 5.4% | +11.9% | 0.401% | |
8/7/2025 | WESCAP Management Group Inc. | 16,429 | $819K | 0.2% | -4.7% | 0.015% | |
8/6/2025 | AE Wealth Management LLC | 228,300 | $11.38M | 0.1% | -19.3% | 0.214% | |
8/6/2025 | Nvwm LLC | 156,927 | $7.83M | 1.9% | +10.6% | 0.147% | |
8/6/2025 | Savant Capital LLC | 8,650 | $431K | 0.0% | -4.6% | 0.008% | |
8/6/2025 | Valtinson Bruner Financial Planning LLC | 397,267 | $19.81M | 6.2% | +15.6% | 0.373% | |
8/6/2025 | Texas Yale Capital Corp. | 14,600 | $728K | 0.0% | -73.3% | 0.014% | |
8/6/2025 | Modera Wealth Management LLC | 103,069 | $5.14M | 0.1% | -5.7% | 0.097% | |
8/6/2025 | Convergence Financial LLC | 18,233 | $909K | 0.2% | -57.9% | 0.017% | |
8/6/2025 | Robinson Smith Wealth Advisors LLC | 6,158 | $307K | 0.2% | +5.1% | 0.006% | |
8/5/2025 | Bank of New York Mellon Corp | 261,586 | $13.04M | 0.0% | N/A | 0.246% | |
8/5/2025 | Bank of Montreal Can | 136,839 | $6.82M | 0.0% | -1.4% | 0.128% | |
8/4/2025 | Roble Belko & Company Inc | 28,842 | $1.44M | 0.2% | -25.4% | 0.027% | |
8/4/2025 | Leeward Financial Partners LLC | 122,922 | $6.13M | 1.9% | +216.5% | 0.115% | |
8/4/2025 | Murphy Pohlad Asset Management LLC | 5,635 | $281K | 0.1% | +16.1% | 0.005% | |
8/4/2025 | Terril Brothers Inc. | 5,700 | $284K | 0.1% | N/A | 0.005% | |
8/4/2025 | Amplius Wealth Advisors LLC | 18,738 | $934K | 0.1% | N/A | 0.018% | |
8/4/2025 | Mesirow Financial Investment Management Inc. | 288,614 | $14.39M | 0.3% | +2.8% | 0.271% | |
8/4/2025 | Flagship Harbor Advisors LLC | 41,145 | $2.05M | 0.1% | -8.1% | 0.039% | |
8/4/2025 | L.M. Kohn & Company | 4,555 | $227K | 0.1% | N/A | 0.004% | |
8/1/2025 | Planning Directions Inc. | 7,433 | $371K | 0.2% | -10.2% | 0.007% | |
8/1/2025 | Zhang Financial LLC | 18,099 | $903K | 0.0% | +195.4% | 0.017% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 110,948 | $5.53M | 0.2% | -7.0% | 0.104% | |
8/1/2025 | MorganRosel Wealth Management LLC | 116,066 | $5.79M | 1.6% | +1.7% | 0.109% | |
8/1/2025 | Signature Wealth Management Group | 86,959 | $4.34M | 1.7% | +1.0% | 0.082% | |
8/1/2025 | Envestnet Asset Management Inc. | 170,424 | $8.50M | 0.0% | +104.0% | 0.160% | |
7/31/2025 | CVA Family Office LLC | 4,683 | $234K | 0.0% | +15.0% | 0.004% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 17,110 | $853K | 0.0% | +2.2% | 0.016% | |
7/31/2025 | Curio Wealth LLC | 4,938 | $246K | 0.1% | +164,500.0% | 0.005% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 4,073 | $203K | 0.1% | N/A | 0.004% | |
7/31/2025 | Harbour Investment Management LLC | 46,028 | $2.30M | 1.0% | +37.1% | 0.043% | |
7/31/2025 | Avion Wealth | 1,149,310 | $57.31M | 13.1% | +5.7% | 1.079% | |
7/31/2025 | Planning Center Inc. | 7,282 | $363K | 0.0% | N/A | 0.007% | |
7/30/2025 | Capital Investment Services of America Inc. | 82,085 | $4.09M | 0.4% | +1.2% | 0.077% | |
7/30/2025 | BlueChip Wealth Advisors LLC | 209,098 | $10.43M | 4.3% | +62.6% | 0.196% | |
7/30/2025 | Cookson Peirce & Co. Inc. | 4,523 | $226K | 0.0% | N/A | 0.004% | |
7/30/2025 | Brookstone Capital Management | 13,386 | $667K | 0.0% | -14.1% | 0.013% | |
7/30/2025 | Triton Financial Group Inc | 15,939 | $795K | 0.6% | N/A | 0.015% | |
7/30/2025 | Mills Wealth Advisors LLC | 12,415 | $619K | 0.3% | -20.0% | 0.012% | |
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7/30/2025 | Avidian Wealth Enterprises LLC | 46,952 | $2.34M | 0.1% | -22.8% | 0.044% | |
7/30/2025 | Financial Perspectives Inc | 4,042 | $202K | 0.1% | +297.4% | 0.004% | |
7/30/2025 | WBH Advisory Inc. | 12,606 | $629K | 0.1% | -5.3% | 0.012% | |
7/29/2025 | Chicago Partners Investment Group LLC | 71,485 | $3.56M | 0.1% | +5.2% | 0.067% | |
7/29/2025 | Wingate Wealth Advisors Inc. | 32,370 | $1.61M | 1.4% | +22.7% | 0.030% | |
7/29/2025 | International Assets Investment Management LLC | 7,243 | $361K | 0.0% | -66.5% | 0.007% | |
7/29/2025 | SAM Advisors LLC | 9,337 | $466K | 0.2% | +4.6% | 0.009% | |
7/29/2025 | Financial Futures Ltd Liability Co. | 9,486 | $473K | 0.3% | N/A | 0.009% | |
7/29/2025 | Aspiriant LLC | 62,926 | $3.14M | 0.1% | +31.5% | 0.059% | |
7/29/2025 | Two West Capital Advisors LLC | 41,698 | $2.08M | 1.4% | -3.1% | 0.039% | |