8/26/2025 | Thrivent Financial for Lutherans | 6,776 | $611K | 0.0% | N/A | 0.007% | |
8/25/2025 | Silverlake Wealth Management LLC | 2,298 | $207K | 0.1% | N/A | 0.002% | |
8/21/2025 | Clarion Wealth Managment Partners LLC | 144,953 | $13.06M | 14.3% | N/A | 0.155% | |
8/19/2025 | Advisory Services Network LLC | 45,643 | $3.93M | 0.1% | +10.1% | 0.049% | |
8/18/2025 | Finward Bancorp | 13,726 | $1.24M | 1.0% | +11.4% | 0.015% | |
8/18/2025 | Geneos Wealth Management Inc. | 4,519 | $407K | 0.0% | +18.4% | 0.005% | |
8/16/2025 | Evergreen Capital Management LLC | 5,503 | $496K | 0.0% | +35.1% | 0.006% | |
8/15/2025 | Nikulski Financial Inc. | 42,685 | $3.85M | 1.1% | -4.8% | 0.046% | |
8/15/2025 | Corient Private Wealth LLC | 166,858 | $15.04M | 0.0% | +94.5% | 0.179% | |
8/15/2025 | Equitable Holdings Inc. | 62,723 | $5.65M | 0.0% | +6.6% | 0.067% | |
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8/15/2025 | Captrust Financial Advisors | 370,017 | $33.35M | 0.1% | +3.0% | 0.396% | |
8/15/2025 | Smartleaf Asset Management LLC | 15,537 | $1.40M | 0.1% | -11.5% | 0.017% | |
8/15/2025 | MML Investors Services LLC | 199,129 | $17.95M | 0.1% | +3.3% | 0.213% | |
8/15/2025 | Modern Wealth Management LLC | 42,944 | $3.87M | 0.1% | -15.5% | 0.046% | |
8/15/2025 | IHT Wealth Management LLC | 20,133 | $1.81M | 0.0% | +448.0% | 0.022% | |
8/15/2025 | EP Wealth Advisors LLC | 4,821,980 | $434.56M | 2.9% | +12.2% | 5.163% | |
8/15/2025 | Engineers Gate Manager LP | 3,388 | $305K | 0.0% | N/A | 0.004% | |
8/15/2025 | Benjamin Edwards Inc. | 40,662 | $3.67M | 0.0% | +129.0% | 0.044% | |
8/15/2025 | Bank of America Corp DE | 3,748,331 | $337.80M | 0.0% | +5.8% | 4.014% | |
8/15/2025 | Ameriprise Financial Inc. | 699,339 | $63.02M | 0.0% | +1.3% | 0.749% | |
8/14/2025 | Jane Street Group LLC | 21,664 | $1.95M | 0.0% | -97.1% | 0.023% | |
8/14/2025 | NCM Capital Management LLC | 53,656 | $4.84M | 2.0% | +0.5% | 0.057% | |
8/14/2025 | Raymond James Financial Inc. | 1,046,684 | $94.33M | 0.0% | +25.1% | 1.121% | |
8/14/2025 | Diversify Advisory Services LLC | 2,278 | $202K | 0.0% | N/A | 0.002% | |
8/14/2025 | Peapack Gladstone Financial Corp | 54,697 | $4.93M | 0.1% | +566.3% | 0.059% | |
8/14/2025 | HUB Investment Partners LLC | 8,942 | $806K | 0.0% | +16.2% | 0.010% | |
8/14/2025 | FAS Wealth Partners Inc. | 41,833 | $3.77M | 0.3% | +4.1% | 0.045% | |
8/14/2025 | Heritage Wealth Management Inc. | 10,044 | $905K | 0.3% | +2.0% | 0.011% | |
8/14/2025 | NewEdge Advisors LLC | 337,751 | $30.44M | 0.2% | +4.3% | 0.362% | |
8/14/2025 | Qube Research & Technologies Ltd | 19,191 | $1.73M | 0.0% | +20,535.5% | 0.021% | |
8/14/2025 | CoreFirst Bank & Trust | 19,894 | $1.79M | 1.0% | +0.8% | 0.021% | |
8/14/2025 | Sentinus LLC | 3,268 | $295K | 0.1% | N/A | 0.003% | |
8/14/2025 | Acorn Wealth Advisors LLC | 3,144 | $283K | 0.1% | +11.2% | 0.003% | |
8/14/2025 | Cary Street Partners Financial LLC | 87,800 | $7.91M | 0.2% | -0.5% | 0.094% | |
8/14/2025 | ESL Trust Services LLC | 527,683 | $47.56M | 9.7% | -0.2% | 0.565% | |
8/13/2025 | Per Stirling Capital Management LLC. | 76,446 | $6.89M | 0.9% | +1.2% | 0.082% | |
8/13/2025 | Victory Financial Group LLC | 4,857 | $438K | 0.1% | -10.3% | 0.005% | |
8/13/2025 | Hendershot Investments Inc. | 8,923 | $804K | 0.1% | +1.7% | 0.010% | |
8/13/2025 | Avestar Capital LLC | 12,625 | $1.14M | 0.1% | -6.0% | 0.014% | |
8/13/2025 | Vance Wealth LLC | 35,935 | $3.24M | 1.1% | +4.1% | 0.038% | |
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8/13/2025 | Cresset Asset Management LLC | 514,640 | $46.38M | 0.2% | +3.0% | 0.551% | |
8/13/2025 | SCS Capital Management LLC | 803,708 | $72.43M | 0.8% | -13.5% | 0.861% | |
8/13/2025 | Baird Financial Group Inc. | 57,444 | $5.18M | 0.0% | -2.0% | 0.062% | |
8/13/2025 | EverSource Wealth Advisors LLC | 133,300 | $12.01M | 0.5% | -46.9% | 0.143% | |
8/13/2025 | JT Stratford LLC | 34,876 | $3.14M | 0.5% | +4.7% | 0.037% | |
8/13/2025 | Beacon Pointe Advisors LLC | 6,781 | $611K | 0.0% | +8.2% | 0.007% | |
8/13/2025 | Grove Street Fiduciary LLC | 2,814 | $254K | 0.1% | N/A | 0.003% | |
8/13/2025 | Smith Moore & CO. | 88,307 | $7.96M | 0.7% | -13.1% | 0.095% | |
8/13/2025 | Sepio Capital LP | 3,350 | $302K | 0.0% | +18.9% | 0.004% | |
8/13/2025 | Lido Advisors LLC | 2,425 | $219K | 0.0% | N/A | 0.003% | |
8/13/2025 | Tobias Financial Advisors Inc. | 50,061 | $4.51M | 0.8% | -9.1% | 0.054% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 565,995 | $51.01M | 0.0% | +2.0% | 0.606% | |
8/13/2025 | Choreo LLC | 303,781 | $27.38M | 0.4% | +14.8% | 0.325% | |
8/12/2025 | J.W. Cole Advisors Inc. | 20,993 | $1.89M | 0.0% | +223.8% | 0.022% | |
8/12/2025 | FreeGulliver LLC | 151,118 | $13.62M | 6.2% | -2.3% | 0.162% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 80,709 | $7.27M | 0.1% | +7.2% | 0.086% | |
8/12/2025 | CreativeOne Wealth LLC | 35,004 | $3.16M | 0.1% | +1.3% | 0.037% | |
8/12/2025 | Global Retirement Partners LLC | 3,915 | $353K | 0.0% | N/A | 0.004% | |
8/12/2025 | Waterloo Capital L.P. | 4,833 | $436K | 0.0% | -8.0% | 0.005% | |
8/12/2025 | Private Management Group Inc. | 2,382 | $215K | 0.0% | N/A | 0.003% | |
8/12/2025 | Cozad Asset Management Inc. | 6,478 | $584K | 0.1% | N/A | 0.007% | |
8/12/2025 | Bahl & Gaynor Inc. | 25,724 | $2.32M | 0.0% | +4.2% | 0.028% | |
8/12/2025 | AlphaCore Capital LLC | 4,139 | $373K | 0.0% | +11.7% | 0.004% | |
8/12/2025 | Kohmann Bosshard Financial Services LLC | 103,155 | $9.30M | 1.0% | -1.6% | 0.110% | |
8/12/2025 | MAI Capital Management | 599 | $54K | 0.0% | +198.0% | 0.001% | |
8/12/2025 | JPMorgan Chase & Co. | 38,621 | $3.48M | 0.0% | +199.9% | 0.041% | |
8/12/2025 | Real Talk Capital LLC | 6,319 | $569K | 0.7% | -5.4% | 0.007% | |
8/11/2025 | United Advisor Group LLC | 26,961 | $2.43M | 0.4% | +9.8% | 0.029% | |
8/11/2025 | Dorsey & Whitney Trust CO LLC | 11,000 | $991K | 0.1% | +25.0% | 0.012% | |
8/11/2025 | Landaas & Co. WI ADV | 3,150 | $284K | 0.1% | N/A | 0.003% | |
8/11/2025 | Citigroup Inc. | 1,403,056 | $126.44M | 0.1% | +1.9% | 1.502% | |
8/11/2025 | Pinnacle Financial Group LLC IL | 3,816 | $344K | 0.1% | -7.5% | 0.004% | |
8/8/2025 | Rockefeller Capital Management L.P. | 163,290 | $14.72M | 0.0% | +3.3% | 0.175% | |
8/8/2025 | Kingsview Wealth Management LLC | 25,823 | $2.33M | 0.0% | -3.1% | 0.028% | |
8/8/2025 | Avantax Advisory Services Inc. | 45,792 | $4.13M | 0.0% | +51.4% | 0.049% | |
8/8/2025 | Cetera Investment Advisers | 386,816 | $34.86M | 0.1% | +15.1% | 0.414% | |
8/8/2025 | CWS Financial Advisors LLC | 18,149 | $1.64M | 0.5% | +6.4% | 0.019% | |
8/8/2025 | Creative Planning | 47,223 | $4.26M | 0.0% | -1.8% | 0.051% | |
8/8/2025 | Hudock Inc. | 24,489 | $2.21M | 0.4% | N/A | 0.026% | |
8/8/2025 | PNC Financial Services Group Inc. | 7,292 | $657K | 0.0% | -69.8% | 0.008% | |
8/8/2025 | Ironwood Investment Counsel LLC | 12,624 | $1.14M | 0.2% | -8.6% | 0.014% | |
8/8/2025 | VeraBank N.A. | 317,523 | $28.62M | 5.7% | +1.0% | 0.340% | |
8/7/2025 | Fund Evaluation Group LLC | 6,221 | $561K | 0.0% | N/A | 0.007% | |
8/7/2025 | New England Private Wealth Advisors LLC | 114,925 | $10.04M | 1.5% | +9.4% | 0.123% | |
8/7/2025 | Vise Technologies Inc. | 2,474 | $223K | 0.0% | N/A | 0.003% | |
8/7/2025 | Cahill Financial Advisors Inc. | 35,835 | $3.23M | 0.4% | +8.9% | 0.038% | |
8/7/2025 | Allworth Financial LP | 88,430 | $7.97M | 0.0% | -1.8% | 0.095% | |
8/7/2025 | Addison Advisors LLC | 73,530 | $6.63M | 1.7% | +1.5% | 0.079% | |
8/7/2025 | Roberts Glore & Co. Inc. IL | 27,531 | $2.48M | 0.7% | +2.1% | 0.029% | |
8/7/2025 | Sound View Wealth Advisors Group LLC | 33,332 | $3.00M | 0.2% | +13.3% | 0.036% | |
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8/7/2025 | WESCAP Management Group Inc. | 30,452 | $2.74M | 0.6% | +6.4% | 0.033% | |
8/6/2025 | RWA Wealth Partners LLC | 21,941 | $1.98M | 0.0% | -2.7% | 0.023% | |
8/6/2025 | Decker Retirement Planning Inc. | 14,281 | $1.29M | 0.7% | +10,557.5% | 0.015% | |
8/6/2025 | AE Wealth Management LLC | 1,090 | $98K | 0.0% | +44.4% | 0.001% | |
8/6/2025 | Stokes Family Office LLC | 64,229 | $5.79M | 0.6% | +6.2% | 0.069% | |
8/6/2025 | Aspect Partners LLC | 47,414 | $4.27M | 2.1% | +2.2% | 0.051% | |
8/6/2025 | Walkner Condon Financial Advisors LLC | 36,778 | $3.31M | 0.6% | -7.2% | 0.039% | |
8/6/2025 | Paladin Advisory Group LLC | 2,497 | $225K | 0.2% | -4.7% | 0.003% | |
8/6/2025 | Mascagni Wealth Management Inc. | 2,236 | $202K | 0.2% | -12.2% | 0.002% | |
8/6/2025 | Commonwealth Equity Services LLC | 638,339 | $57.53M | 0.1% | -0.5% | 0.684% | |