9/4/2025 | Osaic Holdings Inc. | 56,954 | $11.88M | 0.0% | +0.8% | 1.194% | |
8/18/2025 | Westwood Holdings Group Inc. | 150,143 | $31.30M | 0.2% | -0.9% | 3.148% | |
8/15/2025 | Tower Research Capital LLC TRC | 4,083 | $851K | 0.0% | -54.7% | 0.086% | |
8/15/2025 | Corient Private Wealth LLC | 1,019 | $212K | 0.0% | N/A | 0.021% | |
8/15/2025 | Captrust Financial Advisors | 5,570 | $1.16M | 0.0% | +142.7% | 0.117% | |
8/15/2025 | MML Investors Services LLC | 8,374 | $1.75M | 0.0% | +5.9% | 0.176% | |
8/15/2025 | Great Valley Advisor Group Inc. | 8,415 | $1.75M | 0.0% | +1.8% | 0.176% | |
8/15/2025 | Curi Capital LLC | 2,921 | $609K | 0.0% | N/A | 0.061% | |
8/15/2025 | Bank of America Corp DE | 288,254 | $60.09M | 0.0% | -5.7% | 6.043% | |
8/15/2025 | Ameriprise Financial Inc. | 66,843 | $13.93M | 0.0% | +6.7% | 1.401% | |
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8/14/2025 | Raymond James Financial Inc. | 41,359 | $8.62M | 0.0% | +20.1% | 0.867% | |
8/14/2025 | NewEdge Advisors LLC | 4,466 | $931K | 0.0% | -4.7% | 0.094% | |
8/13/2025 | Vance Wealth LLC | 4,434 | $924K | 0.3% | +69.9% | 0.093% | |
8/13/2025 | NYL Investors LLC | 5,311 | $1.11M | 0.3% | N/A | 0.111% | |
8/13/2025 | CW Advisors LLC | 54,204 | $11.30M | 0.1% | -0.3% | 1.136% | |
8/13/2025 | Quadrature Capital Ltd | 2,030 | $424K | 0.0% | N/A | 0.043% | |
8/13/2025 | Virtue Capital Management LLC | 39,619 | $8.26M | 1.5% | -12.8% | 0.831% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 2,806 | $585K | 0.0% | +27.3% | 0.059% | |
8/12/2025 | FourThought Financial Partners LLC | 4,564 | $951K | 0.1% | +1.8% | 0.096% | |
8/12/2025 | Laurel Wealth Advisors LLC | 5,212 | $1.09M | 0.0% | +20,748.0% | 0.109% | |
8/12/2025 | Centric Wealth Management | 17,968 | $3.82M | 0.9% | N/A | 0.377% | |
8/12/2025 | MAI Capital Management | 676 | $141K | 0.0% | -8.0% | 0.014% | |
8/12/2025 | JPMorgan Chase & Co. | 11,150 | $2.32M | 0.0% | -2.4% | 0.234% | |
8/8/2025 | Rockefeller Capital Management L.P. | 42,126 | $8.78M | 0.0% | +4.1% | 0.883% | |
8/8/2025 | Avantax Advisory Services Inc. | 15,769 | $3.29M | 0.0% | +1.1% | 0.331% | |
8/8/2025 | Westwood Holdings Group Inc. | 150,143 | $31.30M | 0.3% | -0.9% | 3.148% | |
8/8/2025 | Cetera Investment Advisers | 23,439 | $4.89M | 0.0% | +3.2% | 0.491% | |
8/8/2025 | Creative Planning | 13,875 | $2.89M | 0.0% | +35.3% | 0.291% | |
8/8/2025 | PNC Financial Services Group Inc. | 654 | $136K | 0.0% | +9.4% | 0.014% | |
8/7/2025 | Allworth Financial LP | 1,278 | $266K | 0.0% | +118.8% | 0.027% | |
8/7/2025 | Parkside Financial Bank & Trust | 10,625 | $2.22M | 0.2% | +12.4% | 0.223% | |
8/6/2025 | RWA Wealth Partners LLC | 18,040 | $3.76M | 0.0% | +14.2% | 0.378% | |
8/6/2025 | Grey Fox Wealth Advisors LLC | 10,765 | $2.24M | 0.5% | +14.5% | 0.226% | |
8/6/2025 | Savant Capital LLC | 10,518 | $2.19M | 0.0% | -4.4% | 0.221% | |
8/5/2025 | Centennial Bank AR | 788 | $164K | 0.1% | -46.0% | 0.017% | |
8/5/2025 | Prosperity Consulting Group LLC | 5,204 | $1.09M | 0.1% | +52.3% | 0.109% | |
8/5/2025 | Bank of Montreal Can | 1,048 | $218K | 0.0% | +104,700.0% | 0.022% | |
8/5/2025 | Mission Wealth Management LP | 6,180 | $1.29M | 0.0% | N/A | 0.130% | |
8/4/2025 | AMG National Trust Bank | 17,126 | $3.57M | 0.1% | +59.1% | 0.359% | |
8/4/2025 | Assetmark Inc. | 132,373 | $27.60M | 0.1% | +4.2% | 2.775% | |
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8/4/2025 | Arkadios Wealth Advisors | 1,654 | $345K | 0.0% | N/A | 0.035% | |
8/1/2025 | American Financial & Tax Strategies Inc. | 3,936 | $820K | 0.4% | -1.3% | 0.083% | |
8/1/2025 | Envestnet Asset Management Inc. | 39,381 | $8.21M | 0.0% | +9.3% | 0.826% | |
7/31/2025 | Oppenheimer Asset Management Inc. | 7,460 | $1.56M | 0.0% | +8.4% | 0.156% | |
7/31/2025 | Waldron Private Wealth LLC | 1,426 | $297K | 0.0% | -48.8% | 0.030% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 1,397 | $291K | 0.0% | N/A | 0.029% | |
7/31/2025 | LJI Wealth Management LLC | 71,948 | $15.00M | 2.6% | +20.0% | 1.508% | |
7/31/2025 | Cornerstone Management Inc. | 1,130 | $236K | 0.0% | N/A | 0.024% | |
7/30/2025 | Freedom Investment Management Inc. | 2,671 | $557K | 0.0% | -3.1% | 0.056% | |
7/29/2025 | Rodgers & Associates LTD | 1,142 | $238K | 0.0% | N/A | 0.024% | |
7/28/2025 | Deroy & Devereaux Private Investment Counsel Inc. | 9,718 | $2.03M | 0.1% | -5.8% | 0.204% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 2,230 | $465K | 0.0% | -6.3% | 0.047% | |
7/25/2025 | CWM LLC | 35,635 | $7.43M | 0.0% | -9.2% | 0.747% | |
7/25/2025 | Tranquility Partners LLC | 1,003 | $209K | 0.1% | N/A | 0.021% | |
7/25/2025 | Concurrent Investment Advisors LLC | 11,939 | $2.49M | 0.0% | +7.5% | 0.250% | |
7/23/2025 | Country Club Bank | 3,830 | $797K | 0.1% | +14.8% | 0.080% | |
7/22/2025 | IVC Wealth Advisors LLC | 15,736 | $3.28M | 1.6% | -5.0% | 0.330% | |
7/18/2025 | Institute for Wealth Management LLC. | 33,832 | $7.05M | 0.8% | -0.5% | 0.709% | |
7/18/2025 | Truist Financial Corp | 18,999 | $3.96M | 0.0% | +14.2% | 0.398% | |
7/17/2025 | Janney Montgomery Scott LLC | 6,054 | $1.26M | 0.0% | -1.4% | 0.127% | |
7/17/2025 | Fifth Third Securities Inc. | 17,030 | $3.55M | 0.3% | +7.3% | 0.357% | |
7/17/2025 | Sound Income Strategies LLC | 13,251 | $2.76M | 0.2% | +191.6% | 0.278% | |
7/17/2025 | Vermillion Wealth Management Inc. | 10,408 | $2.17M | 1.0% | +14.6% | 0.218% | |
7/17/2025 | Keystone Global Partners LLC | 12,235 | $2.55M | 1.4% | -6.5% | 0.256% | |
7/16/2025 | Signaturefd LLC | 277 | $58K | 0.0% | -18.0% | 0.006% | |
7/15/2025 | TD Private Client Wealth LLC | 178 | $37K | 0.0% | -41.8% | 0.004% | |
7/15/2025 | Mather Group LLC. | 3,511 | $732K | 0.0% | -8.2% | 0.074% | |
7/14/2025 | AdvisorNet Financial Inc | 1,930 | $402K | 0.0% | -83.7% | 0.040% | |
7/11/2025 | Farther Finance Advisors LLC | 571 | $119K | 0.0% | -8.1% | 0.012% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 1,583 | $338K | 0.0% | -14.9% | 0.033% | |
7/10/2025 | High Net Worth Advisory Group LLC | 1,250 | $261K | 0.1% | N/A | 0.026% | |
7/9/2025 | Riversedge Advisors LLC | 23,506 | $4.90M | 1.0% | -3.4% | 0.493% | |
7/9/2025 | WestHill Financial Advisors Inc. | 39,883 | $8.31M | 1.8% | +0.2% | 0.836% | |
7/7/2025 | LBJ Family Wealth Advisors Ltd. | 5,600 | $1.17M | 0.7% | +4.4% | 0.117% | |
5/28/2025 | Anderson Financial Strategies LLC | 280 | $52K | 0.0% | N/A | 0.006% | |
5/16/2025 | Goldman Sachs Group Inc. | 9,012 | $1.68M | 0.0% | +12.9% | 0.188% | |
5/16/2025 | NewEdge Advisors LLC | 4,686 | $873K | 0.0% | -4.1% | 0.095% | |
5/15/2025 | Royal Bank of Canada | 16,304 | $3.04M | 0.0% | -7.0% | 0.330% | |
5/15/2025 | Graney & King LLC | 776 | $145K | 0.1% | -12.9% | 0.016% | |
5/14/2025 | Comerica Bank | 4,578 | $853K | 0.0% | +3.4% | 0.093% | |
5/14/2025 | Freedom Investment Management Inc. | 2,757 | $514K | 0.0% | -18.2% | 0.056% | |
5/14/2025 | Kestra Advisory Services LLC | 33,480 | $6.24M | 0.0% | +0.2% | 0.678% | |
5/14/2025 | Bragg Financial Advisors Inc | 9,117 | $1.70M | 0.1% | +1.9% | 0.185% | |
5/14/2025 | CW Advisors LLC | 54,370 | $10.13M | 0.1% | -0.8% | 1.101% | |
5/14/2025 | RWA Wealth Partners LLC | 15,790 | $2.94M | 0.0% | +22.8% | 0.320% | |
5/13/2025 | Keystone Global Partners LLC | 13,080 | $2.44M | 1.7% | N/A | 0.265% | |
5/13/2025 | Raymond James Financial Inc. | 34,432 | $6.42M | 0.0% | -2.5% | 0.697% | |
5/13/2025 | HighTower Advisors LLC | 30,457 | $5.68M | 0.0% | -9.2% | 0.617% | |
5/9/2025 | Westwood Holdings Group Inc. | 151,534 | $28.24M | 0.2% | -25.9% | 3.067% | |
5/9/2025 | Blair William & Co. IL | 135 | $25K | 0.0% | -47.1% | 0.003% | |
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5/8/2025 | Commerce Bank | 14,160 | $2.64M | 0.0% | +5.3% | 0.287% | |
5/7/2025 | Prosperity Consulting Group LLC | 3,417 | $637K | 0.0% | +53.0% | 0.069% | |
5/7/2025 | LPL Financial LLC | 66,909 | $12.47M | 0.0% | -0.6% | 1.354% | |
5/7/2025 | FourThought Financial Partners LLC | 4,484 | $836K | 0.1% | -7.6% | 0.091% | |
5/6/2025 | Assetmark Inc. | 127,059 | $23.68M | 0.1% | +2.9% | 2.572% | |
5/6/2025 | Cetera Investment Advisers | 22,702 | $4.23M | 0.0% | +6.0% | 0.460% | |
5/6/2025 | Avantax Advisory Services Inc. | 15,595 | $2.91M | 0.0% | +27.2% | 0.316% | |
5/6/2025 | AE Wealth Management LLC | 143 | $27K | 0.0% | -29.9% | 0.003% | |
5/6/2025 | American Financial & Tax Strategies Inc. | 3,986 | $743K | 0.4% | -8.7% | 0.081% | |
5/5/2025 | AMG National Trust Bank | 10,762 | $2.01M | 0.1% | +118.8% | 0.218% | |