8/16/2025 | Evergreen Capital Management LLC | 1,033,582 | $30.26M | 0.9% | +2.7% | 1.016% | |
8/15/2025 | Global View Capital Management LLC | 9,043 | $265K | 0.1% | +7.1% | 0.009% | |
8/15/2025 | Corient Private Wealth LLC | 7,806 | $229K | 0.0% | N/A | 0.008% | |
8/15/2025 | Lantern Wealth Advisors LLC | 13,779 | $403K | 0.2% | N/A | 0.014% | |
8/15/2025 | Two Sigma Securities LLC | 29,388 | $860K | 0.1% | +253.4% | 0.029% | |
8/15/2025 | Tidal Investments LLC | 281,572 | $8.24M | 0.0% | N/A | 0.277% | |
8/15/2025 | Smartleaf Asset Management LLC | 39,821 | $1.16M | 0.1% | +28.4% | 0.039% | |
8/15/2025 | Orion Porfolio Solutions LLC | 9,843 | $288K | 0.0% | N/A | 0.010% | |
8/15/2025 | MML Investors Services LLC | 254,614 | $7.46M | 0.0% | -5.4% | 0.250% | |
8/15/2025 | IHT Wealth Management LLC | 78,876 | $2.31M | 0.1% | +1.0% | 0.078% | |
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8/15/2025 | Engineers Gate Manager LP | 31,092 | $910K | 0.0% | +19.5% | 0.031% | |
8/15/2025 | Bank of America Corp DE | 19,400,716 | $568.05M | 0.0% | -1.8% | 19.067% | |
8/15/2025 | Ameriprise Financial Inc. | 2,180,944 | $63.78M | 0.0% | -16.6% | 2.143% | |
8/14/2025 | Strategic Wealth Investment Group LLC | 17,776 | $520K | 0.8% | +10.8% | 0.017% | |
8/14/2025 | Graney & King LLC | 118,351 | $3.47M | 2.3% | +7.3% | 0.116% | |
8/14/2025 | Ausdal Financial Partners Inc. | 54,257 | $1.59M | 0.1% | +32.7% | 0.053% | |
8/14/2025 | Raymond James Financial Inc. | 513,617 | $15.04M | 0.0% | -39.0% | 0.505% | |
8/14/2025 | Darwin Wealth Management LLC | 4,412 | $129K | 0.0% | N/A | 0.004% | |
8/14/2025 | Transamerica Financial Advisors LLC | 920 | $27K | 0.0% | -99.5% | 0.001% | |
8/14/2025 | FAS Wealth Partners Inc. | 221,067 | $6.47M | 0.5% | -0.2% | 0.217% | |
8/14/2025 | NewEdge Advisors LLC | 70,831 | $2.07M | 0.0% | -21.1% | 0.070% | |
8/14/2025 | Qube Research & Technologies Ltd | 25,745 | $754K | 0.0% | +32.9% | 0.025% | |
8/14/2025 | Denver PWM LLC | 83,558 | $2.45M | 0.8% | +7.8% | 0.082% | |
8/14/2025 | Cerity Partners LLC | 3,046,620 | $89.21M | 0.2% | +3.2% | 2.994% | |
8/13/2025 | M Holdings Securities Inc. | 196,901 | $5.77M | 1.0% | +6.2% | 0.194% | |
8/13/2025 | Baird Financial Group Inc. | 108,663 | $3.18M | 0.0% | -47.7% | 0.107% | |
8/13/2025 | Guggenheim Capital LLC | 457,885 | $13.41M | 0.1% | -3.6% | 0.450% | |
8/13/2025 | 1832 Asset Management L.P. | 1,225,643 | $35.89M | 0.0% | +4.0% | 1.205% | |
8/13/2025 | Plan Group Financial LLC | 88,692 | $2.60M | 0.9% | +125.5% | 0.087% | |
8/13/2025 | CW Advisors LLC | 112,063 | $3.28M | 0.0% | -8.0% | 0.110% | |
8/13/2025 | WCG Wealth Advisors LLC | 27,778 | $813K | 0.1% | -8.1% | 0.027% | |
8/13/2025 | Lido Advisors LLC | 183,489 | $5.37M | 0.0% | -62.6% | 0.180% | |
8/13/2025 | Quadrature Capital Ltd | 17,715 | $519K | 0.0% | N/A | 0.017% | |
8/13/2025 | Virtue Capital Management LLC | 31,041 | $909K | 0.2% | N/A | 0.031% | |
8/13/2025 | Hsbc Holdings PLC | 13,430 | $393K | 0.0% | -67.6% | 0.013% | |
8/13/2025 | Scotia Capital Inc. | 680,309 | $19.92M | 0.1% | -23.1% | 0.669% | |
8/13/2025 | Level Four Advisory Services LLC | 13,001 | $381K | 0.0% | +4.6% | 0.013% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 91,830 | $2.69M | 0.0% | +15.6% | 0.090% | |
8/12/2025 | Financial Advocates Investment Management | 45,193 | $1.32M | 0.1% | +6.6% | 0.044% | |
8/12/2025 | RiverFront Investment Group LLC | 104,857 | $3.07M | 0.1% | -86.0% | 0.103% | |
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8/12/2025 | Steward Partners Investment Advisory LLC | 143,719 | $4.21M | 0.0% | +22.7% | 0.141% | |
8/12/2025 | Insigneo Advisory Services LLC | 129,002 | $3.78M | 0.3% | +0.6% | 0.127% | |
8/12/2025 | CreativeOne Wealth LLC | 10,725 | $314K | 0.0% | N/A | 0.011% | |
8/12/2025 | CFC Planning Co LLC | 34,034 | $997K | 0.9% | -15.5% | 0.033% | |
8/12/2025 | White Pine Capital LLC | 42,601 | $1.25M | 0.4% | -2.9% | 0.042% | |
8/12/2025 | MAI Capital Management | 7,209 | $211K | 0.0% | -15.9% | 0.007% | |
8/12/2025 | JPMorgan Chase & Co. | 71,500 | $2.09M | 0.0% | -43.0% | 0.070% | |
8/11/2025 | Alteri Wealth LLC | 9,076 | $266K | 0.1% | +16.2% | 0.009% | |
8/11/2025 | Performa Ltd US LLC | 111,317 | $3.26M | 1.0% | -76.6% | 0.109% | |
8/11/2025 | Frank Rimerman Advisors LLC | 125,518 | $3.68M | 0.2% | -0.8% | 0.123% | |
8/11/2025 | Mosaic Family Wealth Partners LLC | 160,960 | $4.71M | 0.6% | +4.9% | 0.158% | |
8/11/2025 | Nomura Asset Management Co. Ltd. | 219,168 | $6.42M | 0.0% | +3.3% | 0.215% | |
8/11/2025 | Western Wealth Management LLC | 17,631 | $516K | 0.0% | +7.0% | 0.017% | |
8/8/2025 | Rockefeller Capital Management L.P. | 48,646 | $1.42M | 0.0% | +47.2% | 0.048% | |
8/8/2025 | Avantax Advisory Services Inc. | 287,201 | $8.41M | 0.0% | +5.1% | 0.282% | |
8/8/2025 | Cetera Investment Advisers | 229,940 | $6.73M | 0.0% | -54.4% | 0.226% | |
8/8/2025 | Creative Planning | 9,202 | $269K | 0.0% | N/A | 0.009% | |
8/8/2025 | Meridian Wealth Management LLC | 11,227 | $329K | 0.0% | -18.7% | 0.011% | |
8/8/2025 | Foundations Investment Advisors LLC | 9,760 | $286K | 0.0% | -79.6% | 0.010% | |
8/8/2025 | Wrapmanager Inc. | 299,114 | $8.76M | 2.1% | +8.5% | 0.294% | |
8/8/2025 | Kaizen Financial Strategies | 12,983 | $380K | 0.2% | +86.8% | 0.013% | |
8/8/2025 | Advyzon Investment Management LLC | 125,226 | $3.67M | 0.8% | +0.7% | 0.123% | |
8/7/2025 | Alpha Cubed Investments LLC | 29,974 | $878K | 0.0% | +39.5% | 0.029% | |
8/7/2025 | Allworth Financial LP | 328,556 | $9.62M | 0.0% | +8.7% | 0.323% | |
8/7/2025 | PFG Advisors | 8,323 | $244K | 0.0% | -50.0% | 0.008% | |
8/6/2025 | AGF Management Ltd. | 87,600 | $2.57M | 0.0% | -1.7% | 0.086% | |
8/6/2025 | AE Wealth Management LLC | 489,526 | $14.33M | 0.1% | -19.9% | 0.481% | |
8/6/2025 | Rovin Capital UT ADV | 65,226 | $1.91M | 0.6% | +0.7% | 0.064% | |
8/6/2025 | Golden State Wealth Management LLC | 9,386 | $275K | 0.0% | +10.3% | 0.009% | |
8/5/2025 | Fourth Dimension Wealth LLC | 2,344 | $69K | 0.0% | -19.9% | 0.002% | |
8/5/2025 | Optivise Advisory Services LLC | 30,095 | $881K | 0.5% | N/A | 0.030% | |
8/5/2025 | Bank of Montreal Can | 136,027 | $3.98M | 0.0% | -11.3% | 0.134% | |
8/5/2025 | Sigma Planning Corp | 73,531 | $2.15M | 0.1% | +2.9% | 0.072% | |
8/5/2025 | Sebold Capital Management Inc. | 146,289 | $4.28M | 2.6% | -2.0% | 0.144% | |
8/5/2025 | Strategic Financial Concepts LLC | 22,542 | $660K | 0.1% | -1.8% | 0.022% | |
8/5/2025 | Aviance Capital Partners LLC | 15,226 | $446K | 0.1% | -6.7% | 0.015% | |
8/5/2025 | Lifeworks Advisors LLC | 23,583 | $691K | 0.1% | -3.9% | 0.023% | |
8/4/2025 | Integrity Alliance LLC. | 71,346 | $2.09M | 0.1% | -75.9% | 0.070% | |
8/4/2025 | Clear Investment Research LLC | 55,647 | $1.63M | 2.1% | +1.0% | 0.055% | |
8/4/2025 | Atria Investments Inc | 41,517 | $1.22M | 0.0% | -7.7% | 0.041% | |
8/4/2025 | Spire Wealth Management | 8,690 | $254K | 0.0% | -7.6% | 0.009% | |
8/4/2025 | Arkadios Wealth Advisors | 38,368 | $1.12M | 0.0% | +3.4% | 0.038% | |
8/4/2025 | World Investment Advisors | 23,243 | $681K | 0.0% | -36.6% | 0.023% | |
8/4/2025 | Deseret Mutual Benefit Administrators | 60,645 | $1.78M | 0.8% | +1.6% | 0.060% | |
8/1/2025 | Brookwood Investment Group LLC | 16,005 | $469K | 0.1% | N/A | 0.016% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 30,595 | $896K | 0.0% | -9.1% | 0.030% | |
8/1/2025 | Envestnet Asset Management Inc. | 471,898 | $13.82M | 0.0% | -75.3% | 0.466% | |
7/31/2025 | Wealthfront Advisers LLC | 47,471 | $1.39M | 0.0% | -6.5% | 0.047% | |
7/31/2025 | Perissos Private Wealth Management LLC | 62,095 | $1.82M | 1.4% | +6.5% | 0.061% | |
7/31/2025 | Hobart Private Capital LLC | 33,113 | $970K | 0.2% | -58.8% | 0.033% | |
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7/30/2025 | Strategic Blueprint LLC | 7,746 | $227K | 0.0% | N/A | 0.008% | |
7/30/2025 | LifeWealth Investments LLC | 10,522 | $308K | 0.1% | +27.8% | 0.010% | |
7/30/2025 | Triton Financial Group Inc | 67,433 | $1.97M | 1.4% | N/A | 0.067% | |
7/30/2025 | Darrow Company Inc. | 87,860 | $2.57M | 1.3% | +7.6% | 0.087% | |
7/30/2025 | Atlantic Edge Private Wealth Management LLC | 192,179 | $5.63M | 1.5% | -49.8% | 0.190% | |
7/30/2025 | Securian Asset Management Inc. | 129,000 | $3.78M | 0.1% | -24.0% | 0.128% | |
7/30/2025 | Towneley Capital Management Inc DE | 128,359 | $3.76M | 0.9% | +4.5% | 0.127% | |
7/30/2025 | Bogart Wealth LLC | 1,802 | $53K | 0.0% | -29.1% | 0.002% | |
7/29/2025 | Elevation Capital Advisory LLC | 76,461 | $2.24M | 0.9% | -76.7% | 0.076% | |
7/29/2025 | Crux Wealth Advisors | 9,722 | $285K | 0.1% | -34.9% | 0.010% | |