9/22/2025 | Caldwell Trust Co | 3,420 | $71K | 0.0% | N/A | 0.002% | |
9/15/2025 | Migdal Insurance & Financial Holdings Ltd. | 30,262 | $626K | 0.0% | -43.7% | 0.020% | |
9/11/2025 | Milestones Private Investment Advisors LLC | 14,242 | $295K | 0.2% | N/A | 0.009% | |
9/4/2025 | Osaic Holdings Inc. | 1,257,303 | $26.01M | 0.0% | +7.1% | 0.823% | |
8/26/2025 | Thrivent Financial for Lutherans | 355,530 | $7.35M | 0.0% | +62.5% | 0.233% | |
8/25/2025 | Silverlake Wealth Management LLC | 121,585 | $2.51M | 0.7% | -4.9% | 0.080% | |
8/19/2025 | Advisory Services Network LLC | 27,857 | $576K | 0.0% | -14.6% | 0.018% | |
8/19/2025 | Asset Dedication LLC | 1,369,642 | $28.32M | 2.1% | +1.0% | 0.896% | |
8/18/2025 | Tyler Stone Wealth Management | 71,656 | $1.48M | 0.2% | -4.6% | 0.047% | |
8/18/2025 | Geneos Wealth Management Inc. | 243,006 | $5.03M | 0.1% | +53.4% | 0.159% | |
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8/16/2025 | Parr Mcknight Wealth Management Group LLC | 193,491 | $4.00M | 0.5% | +17.3% | 0.127% | |
8/15/2025 | Nikulski Financial Inc. | 25,731 | $532K | 0.1% | -11.0% | 0.017% | |
8/15/2025 | Equitable Holdings Inc. | 184,162 | $3.81M | 0.0% | -16.5% | 0.120% | |
8/15/2025 | Stonebridge Capital Advisors LLC | 23,731 | $491K | 0.0% | -50.9% | 0.016% | |
8/15/2025 | Captrust Financial Advisors | 1,640,690 | $33.93M | 0.1% | +3.0% | 1.073% | |
8/15/2025 | Keel Point LLC | 124,055 | $2.57M | 0.2% | -3.4% | 0.081% | |
8/15/2025 | Prevail Innovative Wealth Advisors LLC | 9,898 | $205K | 0.0% | N/A | 0.006% | |
8/15/2025 | Two Sigma Securities LLC | 35,162 | $727K | 0.1% | N/A | 0.023% | |
8/15/2025 | Redwood Financial Network Corp | 109,647 | $2.27M | 1.5% | -2.9% | 0.072% | |
8/15/2025 | MML Investors Services LLC | 1,234,766 | $25.54M | 0.1% | +8.6% | 0.808% | |
8/15/2025 | Modern Wealth Management LLC | 326,771 | $6.76M | 0.2% | N/A | 0.214% | |
8/15/2025 | EP Wealth Advisors LLC | 262,060 | $5.42M | 0.0% | -2.8% | 0.171% | |
8/15/2025 | Benjamin Edwards Inc. | 554,502 | $11.47M | 0.1% | +363.0% | 0.363% | |
8/15/2025 | Bank of America Corp DE | 3,393,149 | $70.17M | 0.0% | -16.2% | 2.220% | |
8/15/2025 | Ameriprise Financial Inc. | 464,218 | $9.60M | 0.0% | -19.9% | 0.304% | |
8/14/2025 | Jane Street Group LLC | 211,481 | $4.37M | 0.0% | -68.2% | 0.138% | |
8/14/2025 | Ausdal Financial Partners Inc. | 15,558 | $322K | 0.0% | -79.3% | 0.010% | |
8/14/2025 | Raymond James Financial Inc. | 2,748,597 | $56.84M | 0.0% | -8.2% | 1.798% | |
8/14/2025 | Diversify Advisory Services LLC | 195,377 | $4.05M | 0.2% | -17.9% | 0.128% | |
8/14/2025 | HUB Investment Partners LLC | 28,524 | $590K | 0.0% | -53.6% | 0.019% | |
8/14/2025 | NewEdge Advisors LLC | 452,490 | $9.36M | 0.0% | -5.1% | 0.296% | |
8/13/2025 | Morton Community Bank | 62,874 | $1.30M | 0.3% | -74.9% | 0.041% | |
8/13/2025 | Flow Traders U.S. LLC | 27,248 | $563K | 0.0% | -52.4% | 0.018% | |
8/13/2025 | Strategic Family Wealth Counselors L.L.C. | 80,158 | $1.66M | 0.5% | +23.3% | 0.052% | |
8/13/2025 | Brown Advisory Inc. | 36,072 | $746K | 0.0% | -4.1% | 0.024% | |
8/13/2025 | Baird Financial Group Inc. | 553,392 | $11.44M | 0.0% | -0.1% | 0.362% | |
8/13/2025 | Invesco Ltd. | 2,825,354 | $58.43M | 0.0% | +15.9% | 1.848% | |
8/13/2025 | River Wealth Advisors LLC | 52,867 | $1.09M | 0.1% | +17.9% | 0.035% | |
8/13/2025 | Beacon Pointe Advisors LLC | 31,257 | $646K | 0.0% | +3.6% | 0.020% | |
8/13/2025 | VestGen Advisors LLC | 59,861 | $1.24M | 0.0% | -7.7% | 0.039% | |
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8/13/2025 | Lido Advisors LLC | 4,691,419 | $97.02M | 0.4% | -88.3% | 3.069% | |
8/13/2025 | Denver Wealth Management Inc. | 36,041 | $745K | 0.3% | -28.0% | 0.024% | |
8/13/2025 | Colonial Trust Advisors | 140,560 | $2.91M | 0.2% | +1.3% | 0.092% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 209,277 | $4.33M | 0.0% | -4.0% | 0.137% | |
8/13/2025 | Vermillion & White Wealth Management Group LLC | 28,976 | $599K | 0.4% | -28.0% | 0.019% | |
8/13/2025 | Farnam Financial LLC | 176,763 | $3.66M | 3.3% | +19.8% | 0.116% | |
8/12/2025 | J.W. Cole Advisors Inc. | 125,031 | $2.59M | 0.1% | +1.9% | 0.082% | |
8/12/2025 | Richmond Investment Services LLC | 67,517 | $1.40M | 0.3% | +89.6% | 0.044% | |
8/12/2025 | Laurel Wealth Advisors LLC | 2,310,149 | $47.77M | 0.0% | +1,717.9% | 1.511% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 28,310 | $585K | 0.0% | -30.2% | 0.019% | |
8/12/2025 | Kaye Capital Management | 326,771 | $6.76M | 2.6% | -45.0% | 0.214% | |
8/12/2025 | Kohmann Bosshard Financial Services LLC | 121,553 | $2.51M | 0.3% | -1.0% | 0.080% | |
8/12/2025 | MAI Capital Management | 2,357,194 | $48.75M | 0.3% | -7.5% | 1.542% | |
8/12/2025 | YANKCOM Partnership | 47,811 | $989K | 0.5% | -12.1% | 0.031% | |
8/12/2025 | JPMorgan Chase & Co. | 132,258 | $2.74M | 0.0% | +795.9% | 0.087% | |
8/11/2025 | TD Waterhouse Canada Inc. | 11,350 | $235K | 0.0% | N/A | 0.007% | |
8/11/2025 | Aspen Investment Management Inc | 80,355 | $1.66M | 0.7% | -1.6% | 0.053% | |
8/11/2025 | Cordatus Wealth Management LLC | 18,199 | $376K | 0.1% | +22.7% | 0.012% | |
8/8/2025 | Rockefeller Capital Management L.P. | 13,292 | $275K | 0.0% | -25.4% | 0.009% | |
8/8/2025 | Sculati Wealth Management LLC | 23,581 | $488K | 0.2% | -42.7% | 0.015% | |
8/8/2025 | Cetera Investment Advisers | 438,558 | $9.07M | 0.0% | +13.1% | 0.287% | |
8/8/2025 | Creative Planning | 114,187 | $2.36M | 0.0% | -6.3% | 0.075% | |
8/8/2025 | Meridian Wealth Management LLC | 47,820 | $989K | 0.0% | +11.5% | 0.031% | |
8/8/2025 | Foundations Investment Advisors LLC | 35,325 | $731K | 0.0% | +4.1% | 0.023% | |
8/8/2025 | Financial Life Planners | 38,814 | $803K | 0.7% | +5.7% | 0.025% | |
8/8/2025 | Good Life Advisors LLC | 49,612 | $1.03M | 0.1% | -27.8% | 0.032% | |
8/8/2025 | PNC Financial Services Group Inc. | 20,160 | $417K | 0.0% | -6.8% | 0.013% | |
8/7/2025 | Montag A & Associates Inc. | 120,426 | $2.49M | 0.1% | -19.8% | 0.079% | |
8/7/2025 | Allworth Financial LP | 353,752 | $7.32M | 0.0% | -3.5% | 0.231% | |
8/7/2025 | Addison Advisors LLC | 196,553 | $4.07M | 1.0% | +7.0% | 0.129% | |
8/7/2025 | Davis R M Inc. | 898,035 | $18.57M | 0.3% | -15.1% | 0.588% | |
8/7/2025 | SFE Investment Counsel | 47,116 | $974K | 0.2% | -19.4% | 0.031% | |
8/7/2025 | Midwest Trust Co | 10,600 | $219K | 0.0% | N/A | 0.007% | |
8/6/2025 | Prospera Financial Services Inc | 153,460 | $3.17M | 0.1% | +5.7% | 0.100% | |
8/6/2025 | Rovin Capital UT ADV | 111,226 | $2.30M | 0.7% | -7.6% | 0.073% | |
8/6/2025 | Savant Capital LLC | 34,742 | $718K | 0.0% | -30.5% | 0.023% | |
8/6/2025 | Souders Financial Advisors | 65,655 | $1.36M | 0.2% | -16.1% | 0.043% | |
8/6/2025 | Atlantic Union Bankshares Corp | 127,850 | $2.64M | 0.1% | -14.7% | 0.084% | |
8/6/2025 | SNS Financial Group LLC | 1,012,601 | $20.94M | 2.0% | -24.0% | 0.662% | |
8/6/2025 | RFG Bristol Wealth Advisors LLC | 30,601 | $633K | 0.2% | +136.0% | 0.020% | |
8/5/2025 | Fourth Dimension Wealth LLC | 35,946 | $743K | 0.3% | +225.8% | 0.024% | |
8/5/2025 | Blue Barn Wealth LLC | 211,377 | $4.43M | 2.1% | -17.0% | 0.138% | |
8/5/2025 | Ellevest Inc. | 115,524 | $2.39M | 0.4% | +4.1% | 0.076% | |
8/5/2025 | Claro Advisors LLC | 116,610 | $2.41M | 0.4% | -0.5% | 0.076% | |
8/5/2025 | Milestone Asset Management LLC | 300,089 | $6.21M | 1.3% | +2.0% | 0.196% | |
8/5/2025 | Key Financial Inc | 90,253 | $1.87M | 0.4% | +2.7% | 0.059% | |
8/5/2025 | Pacific Wealth Strategies Group Inc. | 19,515 | $404K | 0.3% | -70.5% | 0.013% | |
8/5/2025 | Continuum Wealth Advisors LLC | 71,671 | $1.48M | 0.7% | -5.6% | 0.047% | |
8/5/2025 | Sigma Planning Corp | 86,407 | $1.79M | 0.1% | -8.2% | 0.057% | |
8/5/2025 | American Institute for Advanced Investment Management LLP | 28,968 | $599K | 0.4% | +3.3% | 0.019% | |
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8/5/2025 | Hills Bank & Trust Co | 56,218 | $1.16M | 0.1% | +6.6% | 0.037% | |
8/5/2025 | Summit Investment Advisory Services LLC | 49,617 | $1.03M | 0.9% | N/A | 0.032% | |
8/4/2025 | AlphaStar Capital Management LLC | 251,558 | $5.20M | 0.3% | +9.4% | 0.165% | |
8/4/2025 | Kovack Advisors Inc. | 24,864 | $514K | 0.1% | +2.7% | 0.016% | |
8/4/2025 | ArborFi Advisors LLC | 10,320 | $213K | 0.2% | -81.6% | 0.007% | |
8/4/2025 | Atria Investments Inc | 133,652 | $2.76M | 0.0% | -60.2% | 0.087% | |
8/4/2025 | Savvy Advisors Inc. | 17,919 | $371K | 0.0% | +5.7% | 0.012% | |
8/4/2025 | Arkadios Wealth Advisors | 49,758 | $1.03M | 0.0% | +44.4% | 0.033% | |
8/4/2025 | Migdal Insurance & Financial Holdings Ltd. | 30,262 | $626K | 0.0% | -43.7% | 0.020% | |
8/1/2025 | Redmond Asset Management LLC | 66,910 | $1.38M | 0.3% | +2.9% | 0.043% | |