10/23/2025 | CX Institutional | 3,147 | $179K | 0.0% | -30.8% | 0.002% | |
10/23/2025 | SkyOak Wealth LLC | 3,599 | $205K | 0.0% | N/A | 0.002% | |
10/23/2025 | Park Avenue Securities LLC | 3,657 | $208K | 0.0% | N/A | 0.002% | |
10/22/2025 | O Brien Wealth Partners LLC | 164,084 | $9.33M | 1.3% | +1.0% | 0.093% | |
10/22/2025 | Crews Bank & Trust | 870 | $49K | 0.0% | N/A | 0.000% | |
10/22/2025 | Galvin Gaustad & Stein LLC | 6,460 | $367K | 0.0% | +7.0% | 0.004% | |
10/22/2025 | Ackerman Capital Advisors LLC | 100,454 | $5.71M | 1.2% | +3.6% | 0.057% | |
10/22/2025 | Barry Investment Advisors LLC | 724,352 | $41.18M | 9.5% | +1.9% | 0.411% | |
10/22/2025 | CoreCap Advisors LLC | 18,982 | $1.08M | 0.0% | +25.3% | 0.011% | |
10/22/2025 | Nottingham Advisors Inc. | 388,379 | $22.08M | 3.1% | +2.1% | 0.220% | |
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10/22/2025 | Hennion & Walsh Asset Management Inc. | 131,279 | $7.47M | 0.3% | +9.3% | 0.074% | |
10/22/2025 | Red Tortoise LLC | 131,787 | $7.49M | 3.3% | -21.0% | 0.075% | |
10/22/2025 | Retirement Financial Solutions LLC | 166,735 | $9.48M | 5.8% | N/A | 0.095% | |
10/21/2025 | Eagle Strategies LLC | 6,452 | $367K | 0.0% | +34.7% | 0.004% | |
10/21/2025 | Global Retirement Partners LLC | 139,991 | $7.96M | 0.2% | +4.8% | 0.079% | |
10/21/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 24,797 | $1.41M | 0.1% | N/A | 0.014% | |
10/21/2025 | Cantor Fitzgerald Investment Advisors L.P. | 69,148 | $3.93M | 0.3% | +1.3% | 0.039% | |
10/21/2025 | Mather Group LLC. | 147,016 | $8.36M | 0.1% | +7.8% | 0.083% | |
10/20/2025 | Quest 10 Wealth Builders Inc. | 5,011 | $285K | 0.3% | -6.7% | 0.003% | |
10/20/2025 | Calamos Wealth Management LLC | 66,403 | $3.78M | 0.1% | -83.9% | 0.038% | |
10/20/2025 | Aurelius Family Office LLC | 205,903 | $11.71M | 5.2% | +6.9% | 0.117% | |
10/17/2025 | Annex Advisory Services LLC | 17,919 | $1.02M | 0.0% | -36.6% | 0.010% | |
10/17/2025 | Towneley Capital Management Inc DE | 133,323 | $7.58M | 1.6% | +2.6% | 0.076% | |
10/17/2025 | Perigon Wealth Management LLC | 55,963 | $3.18M | 0.1% | +14.7% | 0.032% | |
10/17/2025 | Thompson Investment Management Inc. | 528 | $30K | 0.0% | N/A | 0.000% | |
10/17/2025 | Mayflower Financial Advisors LLC | 34,917 | $1.99M | 0.2% | -2.4% | 0.020% | |
10/16/2025 | Greenwood Capital Associates LLC | 64,714 | $3.68M | 0.4% | +13.1% | 0.037% | |
10/16/2025 | LeConte Wealth Management LLC | 74,061 | $4.21M | 2.8% | +566.9% | 0.042% | |
10/16/2025 | Gleason Group Inc. | 348,016 | $19.79M | 2.0% | +2.5% | 0.197% | |
10/16/2025 | Gladwyn Financial Advisors Inc. | 80,401 | $4.57M | 3.3% | +6.8% | 0.046% | |
10/16/2025 | Blue Trust Inc. | 93,384 | $5.31M | 0.1% | -1.5% | 0.053% | |
10/15/2025 | CWM LLC | 1,196 | $68K | 0.0% | +38.1% | 0.001% | |
10/15/2025 | Iams Wealth Management LLC | 4,483 | $255K | 0.1% | +10.5% | 0.003% | |
10/15/2025 | Brookstone Capital Management | 19,303 | $1.10M | 0.0% | -37.9% | 0.011% | |
10/14/2025 | Farther Finance Advisors LLC | 17,439 | $992K | 0.0% | -41.4% | 0.010% | |
10/14/2025 | Market Street Wealth Management Advisors LLC | 6,797 | $386K | 0.1% | -3.0% | 0.004% | |
10/14/2025 | Legacy Wealth Asset Management LLC | 25,213 | $1.43M | 0.3% | +3.8% | 0.014% | |
10/10/2025 | Marion Wealth Management | 26,090 | $1.48M | 0.4% | +1.5% | 0.015% | |
10/10/2025 | Quadratic Capital Management LLC | 105,826 | $6.02M | 1.9% | -24.3% | 0.060% | |
10/10/2025 | Focus Financial Network Inc. | 80,879 | $4.60M | 0.2% | +6.9% | 0.046% | |
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10/10/2025 | Signal Advisors Wealth LLC | 55,773 | $3.17M | 0.3% | +16.7% | 0.032% | |
10/9/2025 | Independence Bank of Kentucky | 19,667 | $1.12M | 0.1% | -46.3% | 0.011% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 266,116 | $15.13M | 0.4% | +1.0% | 0.151% | |
10/9/2025 | Voya Investment Management LLC | 8,201,497 | $466.34M | 0.5% | +2.7% | 4.651% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 18,802 | $1.07M | 0.0% | -4.8% | 0.011% | |
10/9/2025 | Archer Investment Management LLC | 12,999 | $739K | 0.5% | -30.9% | 0.007% | |
10/9/2025 | Whalen Wealth Management Inc. | 4,030 | $229K | 0.1% | -18.3% | 0.002% | |
10/9/2025 | Websterrogers Financial Advisors LLC | 139,159 | $7.91M | 2.4% | +0.8% | 0.079% | |
10/7/2025 | Montecito Bank & Trust | 3,633 | $207K | 0.0% | N/A | 0.002% | |
10/7/2025 | Catalyst Private Wealth LLC | 28,447 | $1.62M | 0.7% | -52.0% | 0.016% | |
10/1/2025 | American National Bank of Texas | 96,541 | $5.49M | 5.2% | N/A | 0.054% | |
9/26/2025 | Corient Private Wealth LLC | 1,024,529 | $57.50M | 0.1% | +34.2% | 0.583% | |
9/4/2025 | Osaic Holdings Inc. | 155,648 | $8.74M | 0.0% | +98.9% | 0.089% | |
8/26/2025 | Thrivent Financial for Lutherans | 35,465 | $1.98M | 0.0% | +107.9% | 0.020% | |
8/21/2025 | Clarion Wealth Managment Partners LLC | 21,990 | $1.23M | 1.4% | N/A | 0.013% | |
8/20/2025 | Coppell Advisory Solutions LLC | 7,932 | $441K | 0.1% | +87.7% | 0.005% | |
8/19/2025 | Advisory Services Network LLC | 6,962 | $386K | 0.0% | N/A | 0.004% | |
8/15/2025 | Tower Research Capital LLC TRC | 6,838 | $384K | 0.0% | -75.9% | 0.004% | |
8/15/2025 | Rakuten Securities Inc. | 1,996 | $112K | 0.0% | +85.8% | 0.001% | |
8/15/2025 | Corient Private Wealth LLC | 2,049,058 | $114.99M | 0.1% | +168.4% | 1.167% | |
8/15/2025 | Captrust Financial Advisors | 5,296 | $297K | 0.0% | -49.8% | 0.003% | |
8/15/2025 | Manhattan West Asset Management LLC | 46,144 | $2.59M | 0.6% | -37.6% | 0.026% | |
8/15/2025 | WFA of San Diego LLC | 24,018 | $1.35M | 1.0% | N/A | 0.014% | |
8/15/2025 | Vident Advisory LLC | 16,308 | $915K | 0.0% | -41.9% | 0.009% | |
8/15/2025 | Smartleaf Asset Management LLC | 6,499 | $361K | 0.0% | +68.3% | 0.004% | |
8/15/2025 | Snowden Capital Advisors LLC | 60,113 | $3.37M | 0.1% | +4.3% | 0.034% | |
8/15/2025 | MML Investors Services LLC | 58,003 | $3.26M | 0.0% | +23.2% | 0.033% | |
8/15/2025 | Modern Wealth Management LLC | 4,076 | $229K | 0.0% | +10.0% | 0.002% | |
8/15/2025 | IHT Wealth Management LLC | 16,267 | $913K | 0.0% | -56.3% | 0.009% | |
8/15/2025 | EP Wealth Advisors LLC | 2,147 | $120K | 0.0% | N/A | 0.001% | |
8/15/2025 | Benjamin Edwards Inc. | 106,968 | $6.00M | 0.1% | +7.3% | 0.061% | |
8/15/2025 | BNP Paribas Financial Markets | 54,600 | $3.06M | 0.0% | -80.1% | 0.031% | |
8/15/2025 | Balanced Rock Investment Advisors LLC | 30,381 | $1.71M | 1.3% | -1.1% | 0.017% | |
8/15/2025 | Bank of America Corp DE | 7,037,090 | $394.92M | 0.0% | +5.0% | 4.007% | |
8/15/2025 | Ameriprise Financial Inc. | 11,025,445 | $627.72M | 0.2% | -4.9% | 6.278% | |
8/14/2025 | Raymond James Financial Inc. | 788,157 | $44.23M | 0.0% | +6.8% | 0.449% | |
8/14/2025 | Peak Asset Management LLC | 204,070 | $11.45M | 2.1% | +2.4% | 0.116% | |
8/14/2025 | Betterment LLC | 329,777 | $18.51M | 0.0% | -22.0% | 0.188% | |
8/14/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 114,812 | $6.44M | 0.0% | -17.3% | 0.065% | |
8/14/2025 | Diversify Wealth Management LLC | 67,671 | $3.75M | 0.2% | +14.4% | 0.039% | |
8/14/2025 | Diversify Advisory Services LLC | 170,666 | $9.46M | 0.4% | +189.0% | 0.097% | |
8/14/2025 | Kitching Partners LLC | 78,012 | $4.38M | 4.5% | +3.1% | 0.044% | |
8/14/2025 | NewEdge Advisors LLC | 42,421 | $2.38M | 0.0% | -7.0% | 0.024% | |
8/14/2025 | Nekton Capital Ltd. | 58,260 | $3.27M | 6.6% | N/A | 0.033% | |
8/14/2025 | Tandem Financial LLC | 133,132 | $7.47M | 7.0% | -10.4% | 0.076% | |
8/14/2025 | Transce3nd LLC | 1,160 | $65K | 0.0% | -73.0% | 0.001% | |
8/13/2025 | Cresset Asset Management LLC | 75,392 | $4.23M | 0.0% | -1.7% | 0.043% | |
8/13/2025 | SCS Capital Management LLC | 3,174,110 | $178.13M | 2.0% | +0.7% | 1.807% | |
8/13/2025 | Baird Financial Group Inc. | 80,136 | $4.50M | 0.0% | +8.5% | 0.046% | |
8/13/2025 | EverSource Wealth Advisors LLC | 34,730 | $1.95M | 0.1% | -29.7% | 0.020% | |
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8/13/2025 | Nicolet Bankshares Inc. | 3,579 | $201K | 0.0% | -28.8% | 0.002% | |
8/13/2025 | Beacon Pointe Advisors LLC | 289,163 | $16.23M | 0.2% | -21.0% | 0.165% | |
8/13/2025 | Forthright Family Wealth Advisory LLC | 44,861 | $2.52M | 1.6% | -1.1% | 0.026% | |
8/13/2025 | Willis Johnson & Associates Inc. | 15,508 | $870K | 0.1% | -9.7% | 0.009% | |
8/13/2025 | Fisher Asset Management LLC | 708,457 | $39.76M | 0.0% | -22.1% | 0.403% | |
8/13/2025 | Trustmark Bank Trust Department | 65,475 | $3.67M | 0.3% | -1.6% | 0.037% | |
8/13/2025 | Lido Advisors LLC | 9,952 | $559K | 0.0% | N/A | 0.006% | |
8/13/2025 | Rinkey Investments | 122,515 | $6.88M | 2.1% | +1.7% | 0.070% | |
8/13/2025 | AmeriServ Wealth Advisors | 158,888 | $8.92M | 4.4% | -30.2% | 0.090% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 504,035 | $28.29M | 0.0% | -19.8% | 0.287% | |