9/3/2025 | American Trust | 42,492 | $2.31M | 0.2% | +260.8% | 0.008% | |
8/29/2025 | Centaurus Financial Inc. | 94,658 | $5.15M | 0.3% | +16.4% | 0.018% | |
8/27/2025 | Orion Porfolio Solutions LLC | 252,941 | $13.76M | 0.1% | +1.3% | 0.048% | |
8/26/2025 | Thrivent Financial for Lutherans | 6,347 | $345K | 0.0% | -86.8% | 0.001% | |
8/26/2025 | Claris Financial LLC | 16,118 | $877K | 0.7% | N/A | 0.003% | |
8/26/2025 | Nautilus Advisors LLC | 16,897 | $919K | 0.7% | -7.3% | 0.003% | |
8/25/2025 | Silverlake Wealth Management LLC | 20,996 | $1.14M | 0.3% | +17.4% | 0.004% | |
8/25/2025 | BLVD Private Wealth LLC | 10,410 | $566K | 0.5% | N/A | 0.002% | |
8/20/2025 | Coppell Advisory Solutions LLC | 24,156 | $1.31M | 0.2% | N/A | 0.005% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 16,094 | $875K | 0.0% | N/A | 0.003% | |
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8/19/2025 | Newbridge Financial Services Group Inc. | 130,145 | $7.08M | 1.1% | -15.4% | 0.025% | |
8/19/2025 | Advisory Services Network LLC | 34,613 | $1.91M | 0.0% | +46.9% | 0.007% | |
8/19/2025 | Asset Dedication LLC | 743 | $40K | 0.0% | +119.2% | 0.000% | |
8/18/2025 | Tyler Stone Wealth Management | 56,925 | $3.10M | 0.5% | -8.9% | 0.011% | |
8/18/2025 | Tactive Advisors LLC | 19,300 | $1.05M | 0.3% | N/A | 0.004% | |
8/18/2025 | N.E.W. Advisory Services LLC | 1,191 | $65K | 0.0% | -65.5% | 0.000% | |
8/18/2025 | Geneos Wealth Management Inc. | 72,778 | $3.96M | 0.1% | +72.5% | 0.014% | |
8/18/2025 | Westwood Holdings Group Inc. | 320,418 | $17.43M | 0.1% | +7.4% | 0.061% | |
8/18/2025 | Front Row Advisors LLC | 1,935 | $105K | 0.0% | +73.5% | 0.000% | |
8/16/2025 | Headlands Technologies LLC | 5,843 | $318K | 0.0% | N/A | 0.001% | |
8/15/2025 | Asset Allocation Strategies LLC | 17,827 | $970K | 0.2% | +5.2% | 0.003% | |
8/15/2025 | Corient Private Wealth LLC | 11,761 | $640K | 0.0% | +29.0% | 0.002% | |
8/15/2025 | Equitable Holdings Inc. | 633,262 | $34.45M | 0.3% | +11.3% | 0.121% | |
8/15/2025 | Morse Asset Management Inc | 143,292 | $7.80M | 1.7% | +44.4% | 0.027% | |
8/15/2025 | Florida Financial Advisors LLC | 13,764 | $749K | 0.2% | -21.7% | 0.003% | |
8/15/2025 | FSB Premier Wealth Management Inc. | 11,971 | $651K | 0.2% | -6.3% | 0.002% | |
8/15/2025 | Captrust Financial Advisors | 11,700 | $636K | 0.0% | +32.2% | 0.002% | |
8/15/2025 | Prevail Innovative Wealth Advisors LLC | 68,783 | $3.74M | 0.8% | -28.2% | 0.013% | |
8/15/2025 | Zuckerman Investment Group LLC | 8,000 | $435K | 0.0% | +59.5% | 0.002% | |
8/15/2025 | WFA of San Diego LLC | 800 | $44K | 0.0% | N/A | 0.000% | |
8/15/2025 | Visionary Wealth Advisors | 84,685 | $4.61M | 0.2% | -15.5% | 0.016% | |
8/15/2025 | Smartleaf Asset Management LLC | 32,385 | $1.76M | 0.2% | -20.2% | 0.006% | |
8/15/2025 | Snowden Capital Advisors LLC | 18,022 | $980K | 0.0% | -27.3% | 0.003% | |
8/15/2025 | Redwood Financial Network Corp | 14,840 | $807K | 0.5% | +28.1% | 0.003% | |
8/15/2025 | Orion Porfolio Solutions LLC | 188,561 | $9.57M | 0.1% | -24.4% | 0.036% | |
8/15/2025 | MML Investors Services LLC | 1,221,602 | $66.46M | 0.2% | +9.2% | 0.234% | |
8/15/2025 | Helium Advisors LLC | 15,764 | $858K | 0.5% | +43.0% | 0.003% | |
8/15/2025 | Hilton Capital Management LLC | 1,144,011 | $62.23M | 5.0% | +22.2% | 0.219% | |
8/15/2025 | Great Valley Advisor Group Inc. | 488,640 | $26.58M | 0.6% | +15.2% | 0.094% | |
8/15/2025 | Garden State Investment Advisory Services LLC | 104,442 | $5.69M | 1.4% | +1.3% | 0.020% | |
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8/15/2025 | EP Wealth Advisors LLC | 35,665 | $1.94M | 0.0% | +4.4% | 0.007% | |
8/15/2025 | Benjamin Edwards Inc. | 82,028 | $4.46M | 0.1% | +14.4% | 0.016% | |
8/15/2025 | Bank of America Corp DE | 11,136,811 | $605.84M | 0.0% | +16.0% | 2.132% | |
8/15/2025 | AFT Forsyth & Company Inc. | 16,336 | $889K | 0.5% | +27.9% | 0.003% | |
8/15/2025 | Ameriprise Financial Inc. | 3,693,167 | $201.04M | 0.0% | +15.5% | 0.707% | |
8/15/2025 | Abbot Financial Management Inc. | 12,932 | $703K | 0.3% | N/A | 0.002% | |
8/14/2025 | Vienna Asset Management LLC | 199,311 | $10.84M | 7.5% | +17.6% | 0.038% | |
8/14/2025 | Florida Financial Advisors LLC | 14,651 | $798K | 0.6% | -16.7% | 0.003% | |
8/14/2025 | White Knight Strategic Wealth Advisors LLC | 3,699 | $201K | 0.2% | N/A | 0.001% | |
8/14/2025 | Ausdal Financial Partners Inc. | 18,738 | $1.02M | 0.1% | +10.5% | 0.004% | |
8/14/2025 | NCM Capital Management LLC | 19,299 | $1.05M | 0.4% | +20.2% | 0.004% | |
8/14/2025 | Raymond James Financial Inc. | 3,913,522 | $212.90M | 0.1% | +2.5% | 0.749% | |
8/14/2025 | Betterment LLC | 10,423 | $567K | 0.0% | -2.9% | 0.002% | |
8/14/2025 | Quantinno Capital Management LP | 36,770 | $2M | 0.0% | N/A | 0.007% | |
8/14/2025 | AllSquare Wealth Management LLC | 802 | $44K | 0.0% | +59.8% | 0.000% | |
8/14/2025 | Diversify Wealth Management LLC | 18,393 | $1.03M | 0.1% | +16.2% | 0.004% | |
8/14/2025 | Diversify Advisory Services LLC | 6,631 | $370K | 0.0% | +44.6% | 0.001% | |
8/14/2025 | HUB Investment Partners LLC | 246,772 | $13.42M | 0.4% | +12.9% | 0.047% | |
8/14/2025 | FAS Wealth Partners Inc. | 27,885 | $1.52M | 0.1% | N/A | 0.005% | |
8/14/2025 | Concorde Financial Corp | 44,315 | $2.41M | 1.4% | -1.4% | 0.008% | |
8/14/2025 | NewEdge Advisors LLC | 475,953 | $25.89M | 0.1% | +61.8% | 0.091% | |
8/14/2025 | Qube Research & Technologies Ltd | 9,410 | $512K | 0.0% | -51.2% | 0.002% | |
8/14/2025 | Certuity LLC | 4,866 | $265K | 0.0% | +14.1% | 0.001% | |
8/14/2025 | Sentinus LLC | 7,061 | $384K | 0.1% | N/A | 0.001% | |
8/14/2025 | Tandem Financial LLC | 16,304 | $887K | 0.8% | -1.6% | 0.003% | |
8/14/2025 | Navis Wealth Advisors LLC | 7,423 | $404K | 0.3% | -55.0% | 0.001% | |
8/14/2025 | BlackDiamond Wealth Management LLC | 20,148 | $1.08M | 0.6% | N/A | 0.004% | |
8/14/2025 | Cary Street Partners Financial LLC | 543,050 | $29.54M | 0.8% | +5.7% | 0.104% | |
8/14/2025 | Cerity Partners LLC | 38,441 | $2.09M | 0.0% | +119.7% | 0.007% | |
8/13/2025 | Shepherd Financial Partners LLC | 9,817 | $534K | 0.1% | +4.2% | 0.002% | |
8/13/2025 | StoneX Group Inc. | 28,011 | $1.52M | 0.1% | +22.1% | 0.005% | |
8/13/2025 | Seaview Investment Managers LLC | 12,045 | $655K | 0.1% | +8.0% | 0.002% | |
8/13/2025 | Cresset Asset Management LLC | 48,796 | $2.66M | 0.0% | +1.1% | 0.009% | |
8/13/2025 | Gateway Wealth Partners LLC | 7,599 | $413K | 0.1% | +3.2% | 0.001% | |
8/13/2025 | M Holdings Securities Inc. | 51,902 | $2.82M | 0.5% | +75.9% | 0.010% | |
8/13/2025 | Marshall Wace LLP | 271,414 | $14.77M | 0.0% | N/A | 0.052% | |
8/13/2025 | GeoWealth Management LLC | 15,812 | $860K | 0.0% | -3.7% | 0.003% | |
8/13/2025 | Baird Financial Group Inc. | 639,032 | $34.76M | 0.1% | +14.1% | 0.122% | |
8/13/2025 | Crescent Grove Advisors LLC | 55,052 | $3.00M | 0.3% | +36.0% | 0.011% | |
8/13/2025 | EverSource Wealth Advisors LLC | 5,181 | $282K | 0.0% | -55.9% | 0.001% | |
8/13/2025 | Plan Group Financial LLC | 5,324 | $290K | 0.1% | N/A | 0.001% | |
8/13/2025 | CW Advisors LLC | 34,441 | $1.87M | 0.0% | +9.2% | 0.007% | |
8/13/2025 | JT Stratford LLC | 56,390 | $3.07M | 0.5% | +4.8% | 0.011% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 462 | $26K | 0.0% | N/A | 0.000% | |
8/13/2025 | RPg Family Wealth Advisory LLC | 72,316 | $3.93M | 1.0% | N/A | 0.014% | |
8/13/2025 | Beacon Pointe Advisors LLC | 99,433 | $5.41M | 0.1% | +20.6% | 0.019% | |
8/13/2025 | Van Hulzen Asset Management LLC | 6,336 | $345K | 0.0% | +23.7% | 0.001% | |
8/13/2025 | Smith Moore & CO. | 58,857 | $3.20M | 0.3% | -6.1% | 0.011% | |
8/13/2025 | Hamel Associates Inc. | 4,243 | $231K | 0.1% | N/A | 0.001% | |
8/13/2025 | VestGen Advisors LLC | 38,395 | $2.09M | 0.1% | -7.8% | 0.007% | |
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8/13/2025 | Greenwich Wealth Management LLC | 15,048 | $819K | 0.0% | -6.1% | 0.003% | |
8/13/2025 | Bernardo Wealth Planning LLC | 143,435 | $7.80M | 1.7% | +5.6% | 0.027% | |
8/13/2025 | Lido Advisors LLC | 34,588 | $1.88M | 0.0% | +23.9% | 0.007% | |
8/13/2025 | Quadrature Capital Ltd | 452,088 | $24.59M | 0.4% | +4,392.6% | 0.087% | |
8/13/2025 | Scotia Capital Inc. | 25,946 | $1.41M | 0.0% | +39.0% | 0.005% | |
8/13/2025 | Hsbc Holdings PLC | 90,873 | $4.94M | 0.0% | N/A | 0.017% | |
8/13/2025 | Level Four Advisory Services LLC | 37,649 | $2.05M | 0.1% | +161.6% | 0.007% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 268,571 | $14.61M | 0.0% | +71.3% | 0.051% | |
8/13/2025 | Mayfair Advisory Group LLC | 74,948 | $4.15M | 2.0% | -4.2% | 0.014% | |
8/13/2025 | Fortress Financial Solutions LLC | 9,079 | $494K | 0.6% | N/A | 0.002% | |