8/26/2025 | Thrivent Financial for Lutherans | 9,377 | $2.63M | 0.0% | +583.5% | 0.041% | |
8/25/2025 | Hilltop Partners LLC | 246,576 | $69.25M | 20.9% | +34.9% | 1.091% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 1,534 | $431K | 0.0% | N/A | 0.007% | |
8/19/2025 | Advisory Services Network LLC | 2,302 | $662K | 0.0% | -6.8% | 0.010% | |
8/18/2025 | Hershey Financial Advisers LLC | 4,279 | $1.20M | 1.1% | N/A | 0.019% | |
8/15/2025 | Corient Private Wealth LLC | 13,596 | $3.82M | 0.0% | +112.5% | 0.060% | |
8/15/2025 | Captrust Financial Advisors | 11,323 | $3.18M | 0.0% | +9.0% | 0.050% | |
8/15/2025 | Cooksen Wealth LLC | 278 | $78K | 0.1% | N/A | 0.001% | |
8/15/2025 | MML Investors Services LLC | 92,004 | $25.84M | 0.1% | +17.9% | 0.407% | |
8/15/2025 | Monograph Wealth Advisors LLC | 1,855 | $521K | 0.1% | N/A | 0.008% | |
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8/15/2025 | Modern Wealth Management LLC | 97,062 | $27.26M | 0.7% | +0.7% | 0.429% | |
8/15/2025 | IHT Wealth Management LLC | 877 | $246K | 0.0% | N/A | 0.004% | |
8/15/2025 | Curi Capital LLC | 8,820 | $2.48M | 0.0% | +97.6% | 0.039% | |
8/15/2025 | Bank of America Corp DE | 414,066 | $116.29M | 0.0% | -27.7% | 1.831% | |
8/15/2025 | AQR Capital Management LLC | 35,325 | $9.92M | 0.0% | +159.5% | 0.156% | |
8/15/2025 | Ameriprise Financial Inc. | 786,779 | $220.97M | 0.1% | +2.0% | 3.480% | |
8/14/2025 | Jane Street Group LLC | 9,574 | $2.69M | 0.0% | N/A | 0.042% | |
8/14/2025 | Raymond James Financial Inc. | 289,764 | $81.38M | 0.0% | +7.8% | 1.282% | |
8/14/2025 | Betterment LLC | 2,464 | $692K | 0.0% | N/A | 0.011% | |
8/14/2025 | Quantum Capital Management LLC NJ | 9,354 | $2.63M | 0.3% | N/A | 0.041% | |
8/14/2025 | Main Street Financial Solutions LLC | 6,011 | $1.69M | 0.1% | N/A | 0.027% | |
8/14/2025 | Becker Capital Management Inc. | 3,480 | $977K | 0.0% | +1.2% | 0.015% | |
8/14/2025 | NewEdge Advisors LLC | 8,983 | $2.52M | 0.0% | +4.6% | 0.040% | |
8/14/2025 | Qube Research & Technologies Ltd | 392 | $110K | 0.0% | +24.1% | 0.002% | |
8/14/2025 | Cerity Partners LLC | 186,028 | $52.25M | 0.1% | -11.0% | 0.823% | |
8/13/2025 | M Holdings Securities Inc. | 17,627 | $4.95M | 0.8% | +1.1% | 0.078% | |
8/13/2025 | Royal Fund Management LLC | 5,832 | $1.64M | 0.2% | -4.0% | 0.026% | |
8/13/2025 | Baird Financial Group Inc. | 111,335 | $31.27M | 0.1% | -13.7% | 0.492% | |
8/13/2025 | CW Advisors LLC | 919 | $258K | 0.0% | N/A | 0.004% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 2,708 | $791K | 0.3% | -1.8% | 0.012% | |
8/13/2025 | Beacon Pointe Advisors LLC | 114,232 | $32.08M | 0.3% | -1.5% | 0.505% | |
8/13/2025 | M&T Bank Corp | 34,268 | $9.63M | 0.0% | +7.0% | 0.152% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 47,003 | $13.20M | 0.0% | +5.1% | 0.208% | |
8/13/2025 | Vermillion & White Wealth Management Group LLC | 1,544 | $434K | 0.3% | N/A | 0.007% | |
8/13/2025 | Choreo LLC | 59,646 | $16.75M | 0.2% | +18.7% | 0.264% | |
8/12/2025 | FourThought Financial Partners LLC | 33,134 | $9.31M | 0.9% | +12.4% | 0.147% | |
8/12/2025 | Ameritas Investment Partners Inc. | 2,953 | $829K | 0.0% | -1.2% | 0.013% | |
8/12/2025 | Global Retirement Partners LLC | 2,342 | $658K | 0.0% | N/A | 0.010% | |
8/12/2025 | Private Management Group Inc. | 844 | $237K | 0.0% | N/A | 0.004% | |
8/12/2025 | Cozad Asset Management Inc. | 36,523 | $10.26M | 0.9% | +1.0% | 0.162% | |
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8/12/2025 | AlphaCore Capital LLC | 254 | $71K | 0.0% | +122.8% | 0.001% | |
8/12/2025 | Franklin Resources Inc. | 350 | $98K | 0.0% | N/A | 0.002% | |
8/12/2025 | MAI Capital Management | 151,668 | $42.60M | 0.3% | +7.8% | 0.671% | |
8/12/2025 | JPMorgan Chase & Co. | 44,213 | $12.42M | 0.0% | +4.3% | 0.196% | |
8/12/2025 | Real Talk Capital LLC | 784 | $220K | 0.3% | N/A | 0.003% | |
8/11/2025 | Outlook Wealth Advisors LLC | 741 | $208K | 0.1% | N/A | 0.003% | |
8/11/2025 | TD Waterhouse Canada Inc. | 628 | $176K | 0.0% | -61.2% | 0.003% | |
8/8/2025 | Avantax Advisory Services Inc. | 27,426 | $7.70M | 0.0% | -20.0% | 0.121% | |
8/8/2025 | Cetera Investment Advisers | 65,437 | $18.38M | 0.0% | +20.2% | 0.289% | |
8/8/2025 | Creative Planning | 26,101 | $7.33M | 0.0% | -0.2% | 0.115% | |
8/8/2025 | WealthShield Partners LLC | 2,369 | $665K | 0.1% | +6.7% | 0.010% | |
8/8/2025 | Capstone Financial Advisors Inc. | 23,279 | $6.54M | 0.4% | +14.7% | 0.103% | |
8/8/2025 | Francis Financial Inc. | 16,051 | $4.51M | 1.0% | N/A | 0.071% | |
8/8/2025 | SBI Securities Co. Ltd. | 182 | $51K | 0.0% | +30.0% | 0.001% | |
8/7/2025 | Blackston Financial Advisory Group LLC | 8,154 | $2.29M | 1.0% | -6.1% | 0.036% | |
8/7/2025 | Allworth Financial LP | 22,553 | $6.33M | 0.0% | +1.3% | 0.100% | |
8/7/2025 | Midwest Trust Co | 2,760 | $775K | 0.0% | N/A | 0.012% | |
8/7/2025 | Brio Consultants LLC | 7,708 | $2.17M | 0.3% | N/A | 0.034% | |
8/7/2025 | Parkside Financial Bank & Trust | 58,129 | $16.33M | 1.8% | +11.6% | 0.257% | |
8/6/2025 | Prospera Financial Services Inc | 2,103 | $593K | 0.0% | -49.4% | 0.009% | |
8/6/2025 | AE Wealth Management LLC | 5,591 | $1.57M | 0.0% | -8.3% | 0.025% | |
8/6/2025 | Rialto Wealth Management LLC | 35,535 | $9.98M | 2.8% | -1.0% | 0.157% | |
8/6/2025 | Savant Capital LLC | 23,089 | $6.49M | 0.0% | -2.1% | 0.102% | |
8/6/2025 | SouthState Corp | 61,304 | $17.22M | 0.8% | -18.6% | 0.271% | |
8/6/2025 | Ethos Financial Group LLC | 2,781 | $781K | 0.1% | -33.1% | 0.012% | |
8/5/2025 | Bank of New York Mellon Corp | 520,090 | $146.07M | 0.0% | +106.0% | 2.300% | |
8/5/2025 | Bank of Montreal Can | 216,413 | $60.78M | 0.0% | +3,660.4% | 0.957% | |
8/5/2025 | Snider Financial Group | 4,208 | $1.18M | 0.3% | -3.6% | 0.019% | |
8/5/2025 | Sigma Planning Corp | 10,010 | $2.81M | 0.1% | +91.8% | 0.044% | |
8/4/2025 | AMG National Trust Bank | 4,952 | $1.39M | 0.0% | +3.4% | 0.022% | |
8/4/2025 | Atria Investments Inc | 3,997 | $1.12M | 0.0% | +1.2% | 0.018% | |
8/4/2025 | Assetmark Inc. | 693 | $195K | 0.0% | -16.8% | 0.003% | |
8/4/2025 | Keybank National Association OH | 65,199 | $18.31M | 0.1% | -4.3% | 0.288% | |
8/4/2025 | Flagship Harbor Advisors LLC | 8,109 | $2.28M | 0.1% | +1.5% | 0.036% | |
8/1/2025 | Austin Private Wealth LLC | 138,928 | $39.02M | 3.1% | -25.2% | 0.614% | |
8/1/2025 | Strategic Financial Services Inc. | 1,425 | $400K | 0.0% | +23.9% | 0.006% | |
8/1/2025 | Zhang Financial LLC | 15,490 | $4.35M | 0.2% | -3.9% | 0.069% | |
8/1/2025 | Anson Capital Inc. | 4,489 | $1.26M | 1.0% | -1.7% | 0.020% | |
8/1/2025 | Pasadena Private Wealth LLC | 979 | $275K | 0.0% | -98.5% | 0.004% | |
8/1/2025 | Envestnet Asset Management Inc. | 279,250 | $78.43M | 0.0% | +14.9% | 1.235% | |
7/31/2025 | Jordan Park Group LLC | 86,323 | $24.25M | 1.6% | N/A | 0.382% | |
7/31/2025 | Schoolcraft Capital LLC | 8,985 | $2.52M | 0.5% | +23.3% | 0.040% | |
7/31/2025 | Opus Capital Group LLC | 62,725 | $17.62M | 2.1% | +8.6% | 0.277% | |
7/30/2025 | Rehmann Capital Advisory Group | 7,146 | $2.01M | 0.1% | +786.6% | 0.032% | |
7/30/2025 | Brookstone Capital Management | 820 | $230K | 0.0% | -98.0% | 0.004% | |
7/30/2025 | Studio Investment Management LLC | 5,133 | $1.44M | 0.3% | -6.2% | 0.023% | |
7/30/2025 | Arbor Investment Advisors LLC | 67,202 | $18.87M | 2.4% | +8.2% | 0.297% | |
7/29/2025 | Salomon & Ludwin LLC | 100 | $28K | 0.0% | N/A | 0.000% | |
7/29/2025 | Foster & Motley Inc. | 8,626 | $2.42M | 0.1% | -18.0% | 0.038% | |
7/29/2025 | BXM Wealth LLC | 2,600 | $730K | 0.9% | -1.9% | 0.011% | |
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7/29/2025 | Stratos Wealth Advisors LLC | 22,781 | $6.40M | 0.3% | -0.7% | 0.101% | |
7/28/2025 | Stegner Investment Associates Inc. | 64,771 | $18.19M | 11.1% | +3.0% | 0.286% | |
7/28/2025 | Tlwm | 1,309 | $368K | 0.1% | -16.9% | 0.006% | |
7/28/2025 | Harbour Investments Inc. | 1,526 | $429K | 0.0% | +3,079.2% | 0.007% | |
7/28/2025 | Mitchell Mcleod Pugh & Williams Inc. | 6,296 | $1.77M | 0.3% | -1.1% | 0.028% | |
7/28/2025 | Nadler Financial Group Inc. | 15,860 | $4.46M | 0.5% | -8.7% | 0.070% | |
7/25/2025 | Atria Wealth Solutions Inc. | 19,962 | $5.65M | 0.1% | -72.7% | 0.088% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 11,771 | $3.31M | 0.0% | -15.3% | 0.052% | |
7/25/2025 | Endowment Wealth Management Inc. | 9,710 | $2.73M | 1.4% | +2.7% | 0.043% | |
7/25/2025 | Astoria Portfolio Advisors LLC. | 1,717 | $495K | 0.1% | -8.3% | 0.008% | |