8/12/2025 | J.W. Cole Advisors Inc. | 3,582 | $312K | 0.0% | N/A | 0.002% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 36,882 | $3.22M | 0.0% | +1,107.7% | 0.026% | |
8/12/2025 | CreativeOne Wealth LLC | 40,994 | $3.58M | 0.1% | +30.3% | 0.029% | |
8/12/2025 | Meridian Wealth Advisors LLC | 17,813 | $1.55M | 0.2% | -0.7% | 0.012% | |
8/12/2025 | AlphaCore Capital LLC | 3,670 | $320K | 0.0% | +1,005.4% | 0.003% | |
8/12/2025 | MAI Capital Management | 2,798 | $244K | 0.0% | -17.6% | 0.002% | |
8/12/2025 | JPMorgan Chase & Co. | 2,027,541 | $176.84M | 0.0% | +33.6% | 1.412% | |
8/12/2025 | Wernau Asset Management Inc. | 22,385 | $1.95M | 1.4% | -3.4% | 0.016% | |
8/12/2025 | PKS Advisory Services LLC | 23,647 | $2.06M | 0.5% | +21.9% | 0.016% | |
8/11/2025 | TD Waterhouse Canada Inc. | 720 | $63K | 0.0% | -77.6% | 0.001% | |
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8/11/2025 | Kingdom Financial Group LLC. | 15,533 | $1.36M | 1.2% | -29.9% | 0.011% | |
8/11/2025 | FineMark National Bank & Trust | 21,883 | $1.91M | 0.1% | -5.5% | 0.015% | |
8/11/2025 | Wealthspire Advisors LLC | 2,990 | $261K | 0.0% | -7.7% | 0.002% | |
8/11/2025 | Cordatus Wealth Management LLC | 7,225 | $630K | 0.2% | -2.4% | 0.005% | |
8/11/2025 | Rockbridge Investment Management LCC | 73,098 | $6.38M | 0.7% | +24.6% | 0.051% | |
8/11/2025 | Mosaic Family Wealth Partners LLC | 6,848 | $597K | 0.1% | -4.0% | 0.005% | |
8/8/2025 | Rockefeller Capital Management L.P. | 167,604 | $14.62M | 0.0% | +8.7% | 0.117% | |
8/8/2025 | Kingsview Wealth Management LLC | 5,547 | $484K | 0.0% | +2.5% | 0.004% | |
8/8/2025 | Citizens Financial Group Inc. RI | 31,132 | $2.72M | 0.0% | -15.0% | 0.022% | |
8/8/2025 | Avantax Advisory Services Inc. | 66,939 | $5.84M | 0.0% | -3.4% | 0.047% | |
8/8/2025 | Cetera Investment Advisers | 147,926 | $12.90M | 0.0% | -7.4% | 0.103% | |
8/8/2025 | Fusion Capital LLC | 112,578 | $9.82M | 3.4% | +5.1% | 0.078% | |
8/8/2025 | Creative Planning | 66,832 | $5.83M | 0.0% | +15.5% | 0.047% | |
8/8/2025 | Meridian Wealth Management LLC | 3,044 | $266K | 0.0% | -10.8% | 0.002% | |
8/8/2025 | Foundations Investment Advisors LLC | 4,896 | $427K | 0.0% | +12.1% | 0.003% | |
8/8/2025 | Arcadia Investment Management Corp MI | 1,100 | $96K | 0.0% | -21.4% | 0.001% | |
8/8/2025 | Capstone Financial Advisors Inc. | 49,420 | $4.31M | 0.2% | -25.1% | 0.034% | |
8/8/2025 | Advisors Capital Management LLC | 2,528 | $220K | 0.0% | N/A | 0.002% | |
8/8/2025 | Allianz SE | 313,000 | $27.30M | 0.6% | +34.9% | 0.218% | |
8/8/2025 | Francis Financial Inc. | 25,882 | $2.26M | 0.5% | N/A | 0.018% | |
8/8/2025 | First Western Trust Bank | 90,438 | $7.89M | 0.4% | +26.0% | 0.063% | |
8/8/2025 | PNC Financial Services Group Inc. | 120,091 | $10.47M | 0.0% | +29.3% | 0.084% | |
8/8/2025 | SBI Securities Co. Ltd. | 3,897 | $340K | 0.0% | -3.8% | 0.003% | |
8/7/2025 | Timonier Family Office LTD. | 3,261 | $284K | 0.1% | N/A | 0.002% | |
8/7/2025 | Vise Technologies Inc. | 95,154 | $8.30M | 0.3% | N/A | 0.066% | |
8/7/2025 | King Luther Capital Management Corp | 21,080 | $1.84M | 0.0% | N/A | 0.015% | |
8/7/2025 | Global Wealth Management Investment Advisory Inc. | 4,458 | $389K | 0.1% | +5.6% | 0.003% | |
8/7/2025 | CSM Advisors LLC | 323,157 | $28.18M | 0.8% | -1.9% | 0.225% | |
8/7/2025 | Rathbones Group PLC | 64,049 | $5.59M | 0.0% | -1.0% | 0.045% | |
8/7/2025 | Parkside Financial Bank & Trust | 15,638 | $1.36M | 0.1% | -14.1% | 0.011% | |
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8/6/2025 | Prospera Financial Services Inc | 12,307 | $1.07M | 0.0% | -15.0% | 0.009% | |
8/6/2025 | Decker Retirement Planning Inc. | 1,681 | $147K | 0.1% | +10.2% | 0.001% | |
8/6/2025 | AE Wealth Management LLC | 188,622 | $16.45M | 0.1% | +12.8% | 0.131% | |
8/6/2025 | Rialto Wealth Management LLC | 26,607 | $2.32M | 0.6% | -2.1% | 0.019% | |
8/6/2025 | Wedbush Securities Inc. | 7,967 | $695K | 0.0% | -6.3% | 0.006% | |
8/6/2025 | Savant Capital LLC | 4,050 | $353K | 0.0% | -7.6% | 0.003% | |
8/6/2025 | OneAscent Wealth Management LLC | 4,119 | $359K | 0.1% | +11.1% | 0.003% | |
8/5/2025 | Prosperity Consulting Group LLC | 80,230 | $7.00M | 0.5% | +12.2% | 0.056% | |
8/5/2025 | Huntington National Bank | 1,540 | $134K | 0.0% | +20.6% | 0.001% | |
8/5/2025 | Bank of Montreal Can | 25,026 | $2.18M | 0.0% | -13.5% | 0.017% | |
8/5/2025 | Wakefield Asset Management LLLP | 18,642 | $1.63M | 0.5% | +2.9% | 0.013% | |
8/4/2025 | AMG National Trust Bank | 308,028 | $26.87M | 0.7% | +66.1% | 0.215% | |
8/4/2025 | FWG Investments LLC. | 5,103 | $445K | 0.3% | N/A | 0.004% | |
8/4/2025 | Mesirow Financial Investment Management Inc. | 71,766 | $6.26M | 0.1% | +813.3% | 0.050% | |
8/4/2025 | Simon Quick Advisors LLC | 31,982 | $2.79M | 0.1% | N/A | 0.022% | |
8/4/2025 | Savvy Advisors Inc. | 4,958 | $432K | 0.0% | -34.8% | 0.003% | |
8/4/2025 | Retirement Systems of Alabama | 7,645 | $667K | 0.0% | +9.5% | 0.005% | |
8/4/2025 | Assetmark Inc. | 5,434 | $474K | 0.0% | +6.9% | 0.004% | |
8/4/2025 | Spire Wealth Management | 1,547 | $135K | 0.0% | -24.6% | 0.001% | |
8/4/2025 | Golden Road Advisors LLC | 10,073 | $879K | 0.6% | -21.7% | 0.007% | |
8/1/2025 | Fire Capital Management LLC | 27,647 | $2.41M | 1.5% | N/A | 0.019% | |
8/1/2025 | FSA Advisors Inc. | 2,398 | $209K | 0.2% | N/A | 0.002% | |
8/1/2025 | Austin Private Wealth LLC | 57,728 | $5.04M | 0.4% | -3.8% | 0.040% | |
8/1/2025 | Strategic Financial Services Inc. | 14,035 | $1.22M | 0.1% | +12.7% | 0.010% | |
8/1/2025 | GWN Securities Inc. | 42,476 | $3.71M | 0.7% | -84.6% | 0.030% | |
8/1/2025 | Alexander Labrunerie & CO. Inc. | 4,688 | $409K | 0.2% | -8.3% | 0.003% | |
8/1/2025 | Transcend Capital Advisors LLC | 11,828 | $1.03M | 0.1% | +9.3% | 0.008% | |
8/1/2025 | Bessemer Group Inc. | 17,181 | $1.50M | 0.0% | +118.1% | 0.012% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 10,030 | $875K | 0.0% | +122.6% | 0.007% | |
8/1/2025 | Envestnet Asset Management Inc. | 532,631 | $46.40M | 0.0% | +6.3% | 0.371% | |
7/31/2025 | Wealthfront Advisers LLC | 37,495 | $3.27M | 0.0% | +12.3% | 0.026% | |
7/31/2025 | Prudent Man Advisors LLC | 11,058 | $964K | 0.3% | +7.4% | 0.008% | |
7/31/2025 | Whipplewood Advisors LLC | 3,162 | $276K | 0.2% | +4,116.0% | 0.002% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 38,173 | $3.33M | 0.0% | +1,356.4% | 0.027% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 3,145 | $274K | 0.1% | -4.3% | 0.002% | |
7/31/2025 | LJI Wealth Management LLC | 64,452 | $5.62M | 1.0% | +20.6% | 0.045% | |
7/31/2025 | 180 Wealth Advisors LLC | 21,545 | $1.88M | 0.3% | -5.0% | 0.015% | |
7/30/2025 | First Citizens Bank & Trust Co. | 190,547 | $16.62M | 0.3% | -73.9% | 0.133% | |
7/30/2025 | LifeWealth Investments LLC | 28,814 | $2.51M | 0.8% | +41.0% | 0.020% | |
7/30/2025 | Brookstone Capital Management | 40,300 | $3.52M | 0.0% | +8.8% | 0.028% | |
7/30/2025 | D.A. Davidson & CO. | 83,625 | $7.29M | 0.1% | +28.9% | 0.058% | |
7/30/2025 | Clune & Associates LTD. | 3,321 | $290K | 0.1% | N/A | 0.002% | |
7/30/2025 | Phoenix Financial Ltd. | 11,998 | $1.05M | 0.0% | -66.4% | 0.008% | |
7/30/2025 | Arbor Investment Advisors LLC | 25,560 | $2.23M | 0.3% | +33.3% | 0.018% | |
7/29/2025 | Swan Global Investments LLC | 2,877 | $251K | 0.0% | +11.6% | 0.002% | |
7/29/2025 | Violich Capital Management Inc. | 27,500 | $2.40M | 0.3% | -21.9% | 0.019% | |
7/29/2025 | Koshinski Asset Management Inc. | 37,028 | $3.23M | 0.2% | +3.9% | 0.026% | |
7/29/2025 | Stratos Wealth Partners LTD. | 6,684 | $583K | 0.0% | -4.8% | 0.005% | |
7/29/2025 | Stratos Wealth Advisors LLC | 45,648 | $3.98M | 0.2% | -54.2% | 0.032% | |
7/29/2025 | Private Trust Co. NA | 3,295 | $287K | 0.0% | -36.1% | 0.002% | |
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7/29/2025 | TFC Financial Management Inc. | 2,209 | $193K | 0.0% | N/A | 0.002% | |
7/29/2025 | Sincerus Advisory LLC | 3,207 | $291K | 0.3% | +6.4% | 0.002% | |
7/28/2025 | Uptick Partners LLC | 2,773 | $242K | 0.1% | N/A | 0.002% | |
7/28/2025 | Copia Wealth Management | 31,464 | $2.74M | 2.3% | +0.9% | 0.022% | |
7/28/2025 | Fairman Group LLC | 9,692 | $845K | 0.7% | -19.2% | 0.007% | |
7/28/2025 | Mutual Advisors LLC | 4,961 | $450K | 0.0% | -69.3% | 0.003% | |
7/28/2025 | Twin Tree Management LP | 42,599 | $3.72M | 0.0% | N/A | 0.030% | |
7/28/2025 | Ritholtz Wealth Management | 2,719 | $237K | 0.0% | N/A | 0.002% | |
7/28/2025 | Davidson Trust Co. | 4,573 | $399K | 0.2% | -3.7% | 0.003% | |
7/28/2025 | Axxcess Wealth Management LLC | 4,684 | $409K | 0.0% | N/A | 0.003% | |