8/26/2025 | Zeit Capital LLC | 42,263 | $2.13M | 1.5% | +0.9% | 0.014% | |
8/20/2025 | Monarch Capital Management Inc. | 50,836 | $2.56M | 0.7% | -3.6% | 0.017% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 9,133 | $459K | 0.0% | N/A | 0.003% | |
8/19/2025 | Cape Investment Advisory Inc. | 1,306 | $66K | 0.0% | -56.6% | 0.000% | |
8/19/2025 | Advisory Services Network LLC | 199,893 | $10.00M | 0.2% | +2.6% | 0.066% | |
8/19/2025 | Asset Dedication LLC | 3,422 | $172K | 0.0% | +14.0% | 0.001% | |
8/18/2025 | Old North State Trust LLC | 7,456 | $375K | 0.3% | -75.8% | 0.002% | |
8/18/2025 | N.E.W. Advisory Services LLC | 13,441 | $676K | 0.1% | +2.7% | 0.004% | |
8/18/2025 | Geneos Wealth Management Inc. | 83,827 | $4.21M | 0.1% | -7.6% | 0.027% | |
8/18/2025 | Hershey Financial Advisers LLC | 15,736 | $791K | 0.7% | N/A | 0.005% | |
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8/15/2025 | Strategic Investment Advisors MI | 12,323 | $619K | 0.1% | +9.7% | 0.004% | |
8/15/2025 | Tower Research Capital LLC TRC | 27,391 | $1.38M | 0.0% | +15,918.1% | 0.009% | |
8/15/2025 | North Ridge Wealth Advisors Inc. | 151,599 | $7.62M | 4.7% | +3.5% | 0.050% | |
8/15/2025 | Asset Allocation Strategies LLC | 68,760 | $3.46M | 0.7% | -11.2% | 0.023% | |
8/15/2025 | Semmax Financial Advisors Inc. | 90,751 | $4.56M | 1.2% | -0.6% | 0.030% | |
8/15/2025 | Corient Private Wealth LLC | 1,732,394 | $87.09M | 0.1% | +77.5% | 0.568% | |
8/15/2025 | Equitable Holdings Inc. | 305,744 | $15.37M | 0.1% | +10.1% | 0.100% | |
8/15/2025 | Captrust Financial Advisors | 42,277 | $2.13M | 0.0% | -17.1% | 0.014% | |
8/15/2025 | Visionary Wealth Advisors | 48,949 | $2.46M | 0.1% | -30.2% | 0.016% | |
8/15/2025 | Seneschal Advisors LLC | 10,527 | $529K | 0.4% | N/A | 0.003% | |
8/15/2025 | Orion Porfolio Solutions LLC | 22,899 | $1.15M | 0.0% | +81.1% | 0.008% | |
8/15/2025 | MML Investors Services LLC | 175,662 | $8.83M | 0.0% | -5.6% | 0.058% | |
8/15/2025 | Great Valley Advisor Group Inc. | 5,054 | $254K | 0.0% | -27.5% | 0.002% | |
8/15/2025 | EP Wealth Advisors LLC | 5,708 | $287K | 0.0% | -11.2% | 0.002% | |
8/15/2025 | Essential Planning LLC. | 114,552 | $5.76M | 2.1% | +2.2% | 0.038% | |
8/15/2025 | BNP Paribas Financial Markets | 78,646 | $3.95M | 0.0% | -22.2% | 0.026% | |
8/15/2025 | Balanced Rock Investment Advisors LLC | 41,556 | $2.09M | 1.6% | -1.0% | 0.014% | |
8/15/2025 | Bank of America Corp DE | 3,932,999 | $197.71M | 0.0% | +10.4% | 1.289% | |
8/15/2025 | Ameriprise Financial Inc. | 512,211 | $25.75M | 0.0% | +24.6% | 0.168% | |
8/15/2025 | AQR Capital Management LLC | 88,073 | $4.43M | 0.0% | +17.0% | 0.029% | |
8/14/2025 | Raymond James Financial Inc. | 586,133 | $29.47M | 0.0% | +10.8% | 0.192% | |
8/14/2025 | Betterment LLC | 1,733,107 | $87.12M | 0.2% | -14.0% | 0.568% | |
8/14/2025 | Diversify Wealth Management LLC | 51,478 | $2.59M | 0.2% | -24.2% | 0.017% | |
8/14/2025 | Diversify Advisory Services LLC | 4,185 | $210K | 0.0% | N/A | 0.001% | |
8/14/2025 | Napa Wealth Management | 104,496 | $5.25M | 2.5% | N/A | 0.034% | |
8/14/2025 | Main Street Financial Solutions LLC | 22,056 | $1.11M | 0.1% | +16.0% | 0.007% | |
8/14/2025 | Glenview Trust co | 202,268 | $10.17M | 0.2% | +13.3% | 0.066% | |
8/14/2025 | The Manufacturers Life Insurance Company | 261,182 | $13.13M | 0.0% | +16.3% | 0.086% | |
8/14/2025 | Sei Investments Co. | 8,700,592 | $437.38M | 0.5% | -0.2% | 2.853% | |
8/14/2025 | NewEdge Advisors LLC | 176,527 | $8.87M | 0.0% | +86.9% | 0.058% | |
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8/14/2025 | BCS Private Wealth Management Inc. | 19,273 | $969K | 0.4% | N/A | 0.006% | |
8/14/2025 | Cary Street Partners Financial LLC | 64,838 | $3.26M | 0.1% | +0.6% | 0.021% | |
8/14/2025 | Cerity Partners LLC | 600,944 | $30.21M | 0.1% | +7.0% | 0.197% | |
8/13/2025 | Financial & Tax Architects LLC | 283,182 | $14.24M | 3.5% | N/A | 0.093% | |
8/13/2025 | StoneX Group Inc. | 30,915 | $1.55M | 0.1% | +3.6% | 0.010% | |
8/13/2025 | Cresset Asset Management LLC | 263,944 | $13.27M | 0.1% | +14.6% | 0.087% | |
8/13/2025 | Gateway Wealth Partners LLC | 55,243 | $2.78M | 0.5% | -1.0% | 0.018% | |
8/13/2025 | Portland Global Advisors LLC | 354,172 | $17.80M | 2.1% | -4.3% | 0.116% | |
8/13/2025 | Baird Financial Group Inc. | 70,166 | $3.53M | 0.0% | +147.3% | 0.023% | |
8/13/2025 | Parkworth Wealth Management Inc. | 599 | $30K | 0.0% | +2,296.0% | 0.000% | |
8/13/2025 | Guggenheim Capital LLC | 20,227 | $1.02M | 0.0% | -8.2% | 0.007% | |
8/13/2025 | CW Advisors LLC | 891,034 | $44.79M | 0.4% | +2.4% | 0.292% | |
8/13/2025 | JT Stratford LLC | 26,550 | $1.34M | 0.2% | +8.5% | 0.009% | |
8/13/2025 | ARK & TLK Investments LLC | 54,038 | $2.72M | 0.9% | -2.6% | 0.018% | |
8/13/2025 | Boston Family Office LLC | 250,836 | $12.61M | 0.8% | +10.1% | 0.082% | |
8/13/2025 | Edgestream Partners L.P. | 56,300 | $2.83M | 0.1% | N/A | 0.018% | |
8/13/2025 | Wealthedge Investment Advisors LLC | 129,955 | $6.53M | 2.7% | +284.2% | 0.043% | |
8/13/2025 | Sepio Capital LP | 149,449 | $7.51M | 0.5% | +30.8% | 0.049% | |
8/13/2025 | Lido Advisors LLC | 74,403 | $3.74M | 0.0% | +10.7% | 0.024% | |
8/13/2025 | Leuthold Group LLC | 213,388 | $10.73M | 1.3% | +808.3% | 0.070% | |
8/13/2025 | Rinkey Investments | 31,641 | $1.59M | 0.5% | -4.1% | 0.010% | |
8/13/2025 | Quadrature Capital Ltd | 92,836 | $4.67M | 0.1% | N/A | 0.030% | |
8/13/2025 | Virtue Capital Management LLC | 66,007 | $3.32M | 0.6% | +189.1% | 0.022% | |
8/13/2025 | Scotia Capital Inc. | 136,026 | $6.84M | 0.0% | +1.0% | 0.045% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 994,827 | $50.01M | 0.0% | +5.2% | 0.326% | |
8/13/2025 | Crabel Capital Management LLC | 37,787 | $1.90M | 1.2% | +25.5% | 0.012% | |
8/13/2025 | Choreo LLC | 19,527 | $982K | 0.0% | +19.0% | 0.006% | |
8/13/2025 | Maia Wealth LLC | 5,382 | $271K | 0.1% | +11.0% | 0.002% | |
8/12/2025 | J.W. Cole Advisors Inc. | 12,574 | $632K | 0.0% | +69.8% | 0.004% | |
8/12/2025 | Richmond Investment Services LLC | 5,068 | $255K | 0.1% | N/A | 0.002% | |
8/12/2025 | Financial Advocates Investment Management | 102,200 | $5.14M | 0.4% | +34.5% | 0.034% | |
8/12/2025 | Laurel Wealth Advisors LLC | 624,354 | $31.39M | 0.0% | +4,927.0% | 0.205% | |
8/12/2025 | Timber Creek Capital Management LLC | 110,020 | $5.53M | 1.4% | +4.0% | 0.036% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 156,890 | $7.89M | 0.1% | +18.3% | 0.051% | |
8/12/2025 | CreativeOne Wealth LLC | 20,781 | $1.05M | 0.0% | -29.0% | 0.007% | |
8/12/2025 | Summit Global Investments | 48,480 | $2.44M | 0.1% | +4.0% | 0.016% | |
8/12/2025 | Global Retirement Partners LLC | 58,490 | $2.94M | 0.1% | N/A | 0.019% | |
8/12/2025 | Legacy Financial Group Inc. | 44,448 | $2.23M | 0.7% | -1.3% | 0.015% | |
8/12/2025 | Vestor Capital LLC | 1,473 | $74K | 0.0% | +36.8% | 0.000% | |
8/12/2025 | Tableaux LLC | 12,733 | $640K | 0.0% | N/A | 0.004% | |
8/12/2025 | Kohmann Bosshard Financial Services LLC | 4,355 | $219K | 0.0% | -14.2% | 0.001% | |
8/12/2025 | Franklin Resources Inc. | 376,151 | $18.91M | 0.0% | +9.6% | 0.123% | |
8/12/2025 | MAI Capital Management | 55,720 | $2.80M | 0.0% | +13.0% | 0.018% | |
8/12/2025 | Ames National Corp | 86,650 | $4.36M | 2.8% | -6.5% | 0.028% | |
8/12/2025 | JPMorgan Chase & Co. | 25,836,915 | $1.30B | 0.1% | +39.2% | 8.471% | |
8/12/2025 | Passive Capital Management LLC. | 78,820 | $3.93M | 1.2% | -3.3% | 0.026% | |
8/12/2025 | Lodestone Wealth Management LLC | 47,977 | $2.41M | 1.2% | -4.0% | 0.016% | |
8/12/2025 | NFP Retirement Inc. | 10,260 | $516K | 0.0% | -13.1% | 0.003% | |
8/11/2025 | Brown Wealth Management LLC | 66,550 | $3.35M | 1.0% | +84.4% | 0.022% | |
8/11/2025 | Wealthspire Advisors LLC | 6,941,794 | $348.96M | 2.0% | +13.3% | 2.276% | |
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8/11/2025 | Perennial Investment Advisors LLC | 6,047 | $304K | 0.0% | +18.3% | 0.002% | |
8/11/2025 | United Advisor Group LLC | 15,387 | $773K | 0.1% | N/A | 0.005% | |
8/11/2025 | Dorsey & Whitney Trust CO LLC | 53,826 | $2.71M | 0.1% | +9.8% | 0.018% | |
8/11/2025 | Johnson Financial Group LLC | 8,536 | $429K | 0.0% | -14.0% | 0.003% | |
8/11/2025 | Bulltick Wealth Management LLC | 24,662 | $1.24M | 0.3% | +1.7% | 0.008% | |
8/11/2025 | Western Wealth Management LLC | 7,826 | $393K | 0.0% | +10.5% | 0.003% | |
8/8/2025 | Financial Gravity Companies Inc. | 1,345 | $68K | 0.0% | N/A | 0.000% | |
8/8/2025 | Tortoise Investment Management LLC | 1,385 | $70K | 0.0% | +158.9% | 0.000% | |
8/8/2025 | Rockefeller Capital Management L.P. | 159,258 | $8.53M | 0.0% | +605.3% | 0.052% | |
8/8/2025 | Citizens Financial Group Inc. RI | 5,584 | $281K | 0.0% | N/A | 0.002% | |