10/15/2025 | CWM LLC | 622,547 | $62.22M | 0.2% | -7.9% | 0.272% | |
10/15/2025 | Financial Council LLC | 91,024 | $9.10M | 4.0% | -0.5% | 0.040% | |
10/15/2025 | ZWJ Investment Counsel Inc. | 25,438 | $2.54M | 0.1% | +0.8% | 0.011% | |
10/15/2025 | Private Trust Co. NA | 24,175 | $2.42M | 0.2% | +4.6% | 0.011% | |
10/14/2025 | Able Wealth Management LLC | 62,692 | $6.27M | 2.4% | -1.1% | 0.027% | |
10/14/2025 | High Probability Advisors LLC | 166,629 | $16.66M | 2.3% | +3.7% | 0.073% | |
10/14/2025 | Ironwood Wealth Management Inc. | 198,807 | $19.48M | 8.9% | +0.9% | 0.087% | |
10/14/2025 | Trust Co. of Vermont | 1,531 | $153K | 0.0% | +122.2% | 0.001% | |
10/14/2025 | Farther Finance Advisors LLC | 24,198 | $2.42M | 0.0% | +22.2% | 0.011% | |
10/14/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 33,105 | $3.31M | 0.6% | -2.9% | 0.014% | |
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10/14/2025 | Northwest Wealth Management LLC | 9,495 | $949K | 0.2% | -1.6% | 0.004% | |
10/14/2025 | Brighton Jones LLC | 3,088 | $309K | 0.0% | -11.9% | 0.001% | |
10/14/2025 | Foster Group Inc. | 1,039,409 | $103.89M | 3.3% | N/A | 0.455% | |
10/10/2025 | Diversified Enterprises LLC | 4,226 | $422K | 0.0% | +25.3% | 0.002% | |
10/10/2025 | Sound Income Strategies LLC | 1,707 | $171K | 0.0% | -44.3% | 0.001% | |
10/10/2025 | Matauro LLC | 23,928 | $2.39M | 0.4% | +1.8% | 0.010% | |
10/9/2025 | Baker Tilly Wealth Management LLC | 7,648 | $764K | 0.2% | N/A | 0.003% | |
10/9/2025 | Legacy Solutions LLC | 73,679 | $7.36M | 6.6% | +0.4% | 0.032% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 47,018 | $4.70M | 0.1% | +1,714.0% | 0.021% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 109,096 | $10.90M | 0.3% | +4.4% | 0.048% | |
10/9/2025 | Long Run Wealth Advisors LLC | 2,073 | $207K | 0.0% | N/A | 0.001% | |
10/9/2025 | Pacifica Partners Inc. | 340 | $34K | 0.0% | -70.1% | 0.000% | |
10/8/2025 | RDA Financial Network | 35,487 | $3.55M | 0.9% | -3.0% | 0.016% | |
10/8/2025 | Firethorn Wealth Partners LLC | 2,006 | $201K | 0.1% | N/A | 0.001% | |
10/8/2025 | OLD Point Trust & Financial Services N A | 16,901 | $1.69M | 0.5% | +129.5% | 0.007% | |
10/8/2025 | KWB Wealth | 2,608 | $247K | 0.0% | +19.7% | 0.001% | |
10/8/2025 | Veracity Capital LLC | 389,138 | $38.89M | 12.4% | +4.0% | 0.170% | |
10/7/2025 | Catalyst Private Wealth LLC | 32,121 | $3.21M | 1.4% | +4.0% | 0.014% | |
10/7/2025 | Canandaigua National Trust Co of Florida | 73,643 | $7.36M | 5.8% | +8.0% | 0.032% | |
10/7/2025 | Canandaigua National Bank & Trust Co. | 837,230 | $83.68M | 7.4% | +2.2% | 0.366% | |
10/6/2025 | Cambridge Financial Group LLC | 6,590 | $659K | 0.2% | N/A | 0.003% | |
10/3/2025 | Dentgroup LLC | 8,734 | $873K | 0.6% | +39.2% | 0.004% | |
10/2/2025 | Helen Stephens Group LLC | 2,717 | $272K | 0.1% | +3.9% | 0.001% | |
10/1/2025 | Roxbury Financial LLC | 2,888 | $289K | 0.3% | -3.9% | 0.001% | |
9/26/2025 | Corient Private Wealth LLC | 455,418 | $43.10M | 0.1% | -43.3% | 0.206% | |
9/22/2025 | Caldwell Trust Co | 539 | $51K | 0.0% | N/A | 0.000% | |
9/19/2025 | Watts Gwilliam & Co. LLC | 4,016 | $397K | 0.1% | +66.5% | 0.002% | |
9/12/2025 | Valeo Financial Advisors LLC | 3,338 | $316K | 0.0% | +8.9% | 0.002% | |
9/9/2025 | NWF Advisory Services Inc. | 18,924 | $1.79M | 0.2% | -15.3% | 0.009% | |
9/4/2025 | Osaic Holdings Inc. | 506,974 | $47.99M | 0.1% | -9.3% | 0.230% | |
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9/3/2025 | American Trust | 3,598 | $341K | 0.0% | N/A | 0.002% | |
8/29/2025 | Evolution Wealth Management Inc. | 264 | $25K | 0.0% | N/A | 0.000% | |
8/29/2025 | Total Investment Management Inc. | 2,105 | $199K | 0.0% | N/A | 0.001% | |
8/29/2025 | Centaurus Financial Inc. | 160,792 | $15.22M | 0.9% | +0.2% | 0.073% | |
8/27/2025 | Barnes Wealth Management Group Inc | 6,520 | $617K | 0.4% | -2.9% | 0.003% | |
8/27/2025 | Orion Porfolio Solutions LLC | 7,670 | $726K | 0.0% | +21.2% | 0.003% | |
8/26/2025 | Thrivent Financial for Lutherans | 10,221 | $967K | 0.0% | +340.0% | 0.005% | |
8/22/2025 | TT Capital Management LLC | 3,968 | $359K | 0.1% | N/A | 0.002% | |
8/20/2025 | Forefront Wealth Partners LLC | 50,069 | $4.64M | 3.1% | +1.4% | 0.023% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 6,194 | $586K | 0.0% | N/A | 0.003% | |
8/19/2025 | Advisory Services Network LLC | 14,912 | $1.42M | 0.0% | -3.0% | 0.007% | |
8/18/2025 | Geneos Wealth Management Inc. | 23,242 | $2.20M | 0.1% | +2.9% | 0.011% | |
8/18/2025 | Kestra Investment Management LLC | 3,036,844 | $287.38M | 8.6% | +9.7% | 1.375% | |
8/16/2025 | Headlands Technologies LLC | 428 | $41K | 0.0% | +520.3% | 0.000% | |
8/15/2025 | Tower Research Capital LLC TRC | 1,715 | $162K | 0.0% | -91.5% | 0.001% | |
8/15/2025 | Nikulski Financial Inc. | 3,157 | $299K | 0.1% | -11.2% | 0.001% | |
8/15/2025 | Corient Private Wealth LLC | 455,967 | $43.15M | 0.1% | -43.2% | 0.206% | |
8/15/2025 | Equitable Holdings Inc. | 196,419 | $18.59M | 0.2% | +1.3% | 0.089% | |
8/15/2025 | Zuckerman Investment Group LLC | 75,825 | $7.18M | 0.7% | +22.6% | 0.034% | |
8/15/2025 | Vident Advisory LLC | 248,808 | $23.55M | 0.3% | -5.0% | 0.113% | |
8/15/2025 | Smartleaf Asset Management LLC | 823 | $78K | 0.0% | N/A | 0.000% | |
8/15/2025 | Orion Porfolio Solutions LLC | 7,670 | $726K | 0.0% | +21.2% | 0.003% | |
8/15/2025 | MML Investors Services LLC | 286,787 | $27.14M | 0.1% | +3.5% | 0.130% | |
8/15/2025 | McIlrath & Eck LLC | 4,412 | $418K | 0.0% | +30.1% | 0.002% | |
8/15/2025 | Modern Wealth Management LLC | 117,290 | $11.10M | 0.3% | +17.9% | 0.053% | |
8/15/2025 | ICONIQ Capital LLC | 85,842 | $8.12M | 0.1% | -2.1% | 0.039% | |
8/15/2025 | IHT Wealth Management LLC | 44,264 | $4.19M | 0.1% | -10.6% | 0.020% | |
8/15/2025 | Great Valley Advisor Group Inc. | 33,290 | $3.15M | 0.1% | +33.2% | 0.015% | |
8/15/2025 | Gallagher Fiduciary Advisors LLC | 117,457 | $11.12M | 0.0% | +2.1% | 0.053% | |
8/15/2025 | EP Wealth Advisors LLC | 75,182 | $7.11M | 0.0% | +101.0% | 0.034% | |
8/15/2025 | Curi Capital LLC | 87,889 | $8.32M | 0.2% | +152.2% | 0.040% | |
8/15/2025 | Benjamin Edwards Inc. | 1,013,017 | $95.86M | 1.2% | +4.2% | 0.459% | |
8/15/2025 | Bank of America Corp DE | 74,402,651 | $7.04B | 0.5% | +3.0% | 33.689% | |
8/15/2025 | Ameriprise Financial Inc. | 419,326 | $39.68M | 0.0% | +1.3% | 0.190% | |
8/14/2025 | Jane Street Group LLC | 11,675 | $1.11M | 0.0% | -79.9% | 0.005% | |
8/14/2025 | Raymond James Financial Inc. | 1,505,339 | $142.45M | 0.0% | +6.3% | 0.682% | |
8/14/2025 | Quantinno Capital Management LP | 10,473 | $991K | 0.0% | -9.2% | 0.005% | |
8/14/2025 | Diversify Advisory Services LLC | 16,437 | $1.60M | 0.1% | N/A | 0.007% | |
8/14/2025 | Main Street Financial Solutions LLC | 111,497 | $10.55M | 0.8% | +17.7% | 0.050% | |
8/14/2025 | Becker Capital Management Inc. | 5,260 | $498K | 0.0% | -2.6% | 0.002% | |
8/14/2025 | NewEdge Advisors LLC | 119,799 | $11.34M | 0.1% | +197.2% | 0.054% | |
8/14/2025 | Qube Research & Technologies Ltd | 1,687 | $160K | 0.0% | -43.8% | 0.001% | |
8/14/2025 | Denver PWM LLC | 32,954 | $3.12M | 1.0% | -1.4% | 0.015% | |
8/14/2025 | Cerity Partners LLC | 26,317 | $2.49M | 0.0% | -12.6% | 0.012% | |
8/13/2025 | Per Stirling Capital Management LLC. | 133,465 | $12.63M | 1.6% | +1.0% | 0.060% | |
8/13/2025 | PGIM Custom Harvest LLC | 2,710 | $256K | 0.0% | -26.7% | 0.001% | |
8/13/2025 | Victory Financial Group LLC | 6,269 | $593K | 0.1% | -9.7% | 0.003% | |
8/13/2025 | Cresset Asset Management LLC | 44,321 | $4.19M | 0.0% | -3.1% | 0.020% | |
8/13/2025 | SCS Capital Management LLC | 56,695 | $5.37M | 0.1% | -2.0% | 0.026% | |
8/13/2025 | Baird Financial Group Inc. | 151,840 | $14.37M | 0.0% | -17.3% | 0.069% | |
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8/13/2025 | First Trust Advisors LP | 2,300 | $218K | 0.0% | -26.1% | 0.001% | |
8/13/2025 | Crescent Grove Advisors LLC | 160,119 | $15.15M | 1.5% | +0.2% | 0.073% | |
8/13/2025 | EverSource Wealth Advisors LLC | 967 | $92K | 0.0% | -15.7% | 0.000% | |
8/13/2025 | Trek Financial LLC | 75,632 | $7.16M | 0.5% | -70.5% | 0.034% | |
8/13/2025 | CW Advisors LLC | 8,532 | $808K | 0.0% | +96.2% | 0.004% | |
8/13/2025 | IAG Wealth Partners LLC | 1,173 | $111K | 0.0% | -11.3% | 0.001% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 1,158 | $112K | 0.0% | N/A | 0.001% | |
8/13/2025 | Beacon Pointe Advisors LLC | 11,547 | $1.09M | 0.0% | -13.2% | 0.005% | |
8/13/2025 | M&T Bank Corp | 44,585 | $4.22M | 0.0% | +3.1% | 0.020% | |
8/13/2025 | VestGen Advisors LLC | 22,626 | $2.14M | 0.1% | -1.3% | 0.010% | |