8/7/2025 | Rollins Financial Advisors LLC | 73,366 | $3.88M | 0.6% | +4.9% | 0.037% | |
8/6/2025 | Golden State Wealth Management LLC | 3,103 | $164K | 0.0% | -22.7% | 0.002% | |
8/6/2025 | First Horizon Advisors Inc. | 41,079 | $2.17M | 0.1% | +11.1% | 0.021% | |
8/5/2025 | Bank of New York Mellon Corp | 1,149,509 | $60.74M | 0.0% | +8.5% | 0.582% | |
8/5/2025 | Tsfg LLC | 120,982 | $6.39M | 1.2% | +12.3% | 0.061% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 19,517 | $1.03M | 0.1% | -17.5% | 0.010% | |
8/4/2025 | Arkadios Wealth Advisors | 30,199 | $1.60M | 0.0% | +39.6% | 0.015% | |
8/1/2025 | Transcend Capital Advisors LLC | 13,057 | $690K | 0.1% | +6.6% | 0.007% | |
7/31/2025 | Atlatl Advisers LLC | 43,366 | $2.29M | 1.1% | +1.5% | 0.022% | |
7/30/2025 | Strategic Blueprint LLC | 153,521 | $8.11M | 0.4% | +4.0% | 0.078% | |
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7/29/2025 | Private Trust Co. NA | 24,556 | $1.30M | 0.1% | +13.8% | 0.012% | |
7/25/2025 | Wells Financial Advisors INC | 20,830 | $1.10M | 1.5% | -16.6% | 0.011% | |
7/24/2025 | Mengis Capital Management Inc. | 55,623 | $2.94M | 0.6% | +8.7% | 0.028% | |
7/24/2025 | Gilliland Jeter Wealth Management LLC | 3,900 | $206K | 0.1% | N/A | 0.002% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 13,425 | $709K | 0.1% | -14.3% | 0.007% | |
7/22/2025 | Duncan Williams Asset Management LLC | 64,448 | $3.41M | 0.5% | N/A | 0.033% | |
7/22/2025 | Kickstand Ventures LLC. | 64,448 | $3.41M | 0.8% | -4.2% | 0.033% | |
7/22/2025 | Bay Harbor Wealth Management LLC | 85,714 | $4.53M | 1.3% | +6.1% | 0.043% | |
7/17/2025 | HCR Wealth Advisors | 134,535 | $7.11M | 0.8% | +23.8% | 0.069% | |
7/17/2025 | Janney Montgomery Scott LLC | 1,384,120 | $73.14M | 0.2% | +6.2% | 0.711% | |
7/17/2025 | Sound Income Strategies LLC | 1,632 | $86K | 0.0% | +547.6% | 0.001% | |
7/16/2025 | ORG Partners LLC | 5,377 | $283K | 0.1% | +195.6% | 0.003% | |
7/14/2025 | AdvisorNet Financial Inc | 4,831 | $255K | 0.0% | +5.9% | 0.002% | |
7/11/2025 | Farther Finance Advisors LLC | 147,259 | $7.78M | 0.2% | -25.2% | 0.077% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 2,263 | $120K | 0.0% | +17.0% | 0.001% | |
7/8/2025 | Parallel Advisors LLC | 340,920 | $18.01M | 0.4% | +4.1% | 0.181% | |
7/7/2025 | Global Wealth Strategies & Associates | 196,238 | $10.37M | 3.0% | -1.8% | 0.104% | |
7/7/2025 | Roxbury Financial LLC | 5,685 | $300K | 0.3% | +62.2% | 0.003% | |
5/22/2025 | Rollins Financial Advisors LLC | 69,948 | $3.66M | 0.6% | +22.0% | 0.041% | |
5/16/2025 | NewEdge Advisors LLC | 812,975 | $42.58M | 0.3% | +8.9% | 0.471% | |
5/16/2025 | Integrated Wealth Concepts LLC | 1,197,517 | $62.73M | 0.7% | +120.9% | 0.694% | |
5/15/2025 | OLD Mission Capital LLC | 13,458 | $705K | 0.0% | N/A | 0.008% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 57,464 | $3.01M | 2.2% | +1,532.0% | 0.035% | |
5/14/2025 | Redwood Investment Management LLC | 21,682 | $1.14M | 0.1% | +7.5% | 0.013% | |
5/14/2025 | Ameriprise Financial Inc. | 4,388,476 | $229.85M | 0.1% | +39.5% | 2.644% | |
5/14/2025 | Flow Traders U.S. LLC | 23,963 | $1.26M | 0.1% | -59.0% | 0.014% | |
5/13/2025 | Gen Wealth Partners Inc | 15,212 | $797K | 0.3% | +10.3% | 0.009% | |
5/13/2025 | EverSource Wealth Advisors LLC | 11,351 | $595K | 0.0% | +24.8% | 0.007% | |
5/12/2025 | Scissortail Wealth Management LLC | 226,301 | $11.85M | 3.0% | N/A | 0.136% | |
5/12/2025 | JPMorgan Chase & Co. | 10,708,397 | $560.91M | 0.0% | -0.4% | 6.453% | |
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5/12/2025 | Zions Bancorporation National Association UT | 575 | $30K | 0.0% | N/A | 0.000% | |
5/9/2025 | Tidemark LLC | 130,283 | $6.82M | 2.5% | +7.0% | 0.079% | |
5/9/2025 | Cary Street Partners Investment Advisory LLC | 7,111 | $372K | 0.2% | +36.7% | 0.004% | |
5/9/2025 | Kickstand Ventures LLC. | 67,270 | $3.52M | 0.9% | +15.2% | 0.041% | |
5/9/2025 | Wells Financial Advisors INC | 24,988 | $1.31M | 1.8% | +70.8% | 0.015% | |
5/9/2025 | PNC Financial Services Group Inc. | 739 | $39K | 0.0% | -30.7% | 0.000% | |
5/8/2025 | Mengis Capital Management Inc. | 51,172 | $2.68M | 0.6% | +14.0% | 0.031% | |
5/8/2025 | Arkadios Wealth Advisors | 21,640 | $1.13M | 0.0% | +104.3% | 0.013% | |
5/7/2025 | Hurley Capital LLC | 2,462 | $129K | 0.1% | +13.6% | 0.001% | |
5/7/2025 | Vantage Financial Partners LLC | 185,903 | $9.74M | 2.4% | +5.0% | 0.112% | |
5/5/2025 | Lindbrook Capital LLC | 5,966 | $313K | 0.0% | +34.9% | 0.004% | |
5/5/2025 | IFP Advisors Inc | 48,321 | $2.53M | 0.1% | +0.9% | 0.029% | |
4/30/2025 | Cornerstone Planning Group LLC | 1,212 | $63K | 0.0% | +41.1% | 0.001% | |
4/30/2025 | Synergy Investment Management LLC | 66,139 | $3.46M | 1.4% | +19.6% | 0.040% | |
4/29/2025 | Hexagon Capital Partners LLC | 4,556 | $239K | 0.0% | +25.9% | 0.003% | |
4/29/2025 | Bank of New York Mellon Corp | 1,059,299 | $55.49M | 0.0% | +5.1% | 0.638% | |
4/29/2025 | Olde Wealth Management LLC | 1,480 | $77K | 0.0% | N/A | 0.001% | |
4/29/2025 | Strategic Blueprint LLC | 147,561 | $7.73M | 0.4% | +7.8% | 0.089% | |
4/28/2025 | First Horizon Advisors Inc. | 36,984 | $1.94M | 0.1% | +4.4% | 0.022% | |
4/28/2025 | Private Trust Co. NA | 21,580 | $1.13M | 0.1% | +32.8% | 0.013% | |
4/28/2025 | Fedenia Advisers LLC | 42,711 | $2.24M | 1.5% | -3.3% | 0.026% | |
4/24/2025 | Golden State Wealth Management LLC | 4,014 | $210K | 0.0% | -5.9% | 0.002% | |
4/24/2025 | Sunbelt Securities Inc. | 4,714 | $247K | 0.0% | -76.2% | 0.003% | |
4/24/2025 | Tsfg LLC | 107,763 | $5.65M | 1.2% | +3.5% | 0.065% | |
4/24/2025 | Transcend Capital Advisors LLC | 12,248 | $642K | 0.0% | -4.9% | 0.007% | |
4/24/2025 | Park Place Capital Corp | 586 | $31K | 0.0% | -36.2% | 0.000% | |
4/23/2025 | Western Wealth Management LLC | 22,783 | $1.19M | 0.1% | +9.3% | 0.014% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 23,660 | $1.24M | 0.1% | +5.9% | 0.014% | |
4/23/2025 | Golden State Wealth Management LLC | 8,279 | $434K | 0.0% | +94.0% | 0.005% | |
4/22/2025 | Dale Q Rice Investment Management Ltd | 5,322 | $279K | 0.1% | N/A | 0.003% | |
4/21/2025 | ORG Partners LLC | 1,819 | $95K | 0.0% | +12.5% | 0.001% | |
4/21/2025 | HCR Wealth Advisors | 108,707 | $5.69M | 0.7% | +10.0% | 0.065% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 15,669 | $819K | 0.0% | +109.7% | 0.009% | |
4/17/2025 | Janney Montgomery Scott LLC | 1,302,783 | $68.24M | 0.2% | +7.8% | 0.783% | |
4/17/2025 | Asio Capital LLC | 88,441 | $4.63M | 0.9% | +99.7% | 0.053% | |
4/16/2025 | Twin Peaks Wealth Advisors LLC | 19,819 | $1.02M | 0.5% | +7.4% | 0.012% | |
4/14/2025 | Farther Finance Advisors LLC | 196,962 | $10.28M | 0.3% | +56.8% | 0.118% | |
4/9/2025 | Harbor Investment Advisory LLC | 1,959 | $103K | 0.0% | -60.5% | 0.001% | |
4/9/2025 | Roxbury Financial LLC | 3,505 | $185K | 0.2% | N/A | 0.002% | |
4/9/2025 | NBC Securities Inc. | 2,442 | $127K | 0.0% | +244,100.0% | 0.001% | |
4/8/2025 | Parallel Advisors LLC | 327,412 | $17.15M | 0.4% | +1,027.2% | 0.197% | |
4/7/2025 | AdvisorNet Financial Inc | 4,560 | $239K | 0.0% | +16.6% | 0.003% | |
4/2/2025 | Global Wealth Strategies & Associates | 199,790 | $10.47M | 3.2% | +44.1% | 0.124% | |
2/24/2025 | Ameriflex Group Inc. | 2,278 | $120K | 0.1% | N/A | 0.004% | |
2/18/2025 | Sunbelt Securities Inc. | 19,817 | $1.03M | 0.1% | +157.7% | 0.035% | |
2/18/2025 | Continuum Advisory LLC | 2,943 | $153K | 0.0% | +17.8% | 0.005% | |
2/17/2025 | Vermillion & White Wealth Management Group LLC | 3,521 | $183K | 0.1% | +335.8% | 0.006% | |
2/17/2025 | Sentinus LLC | 33,955 | $1.77M | 0.5% | N/A | 0.060% | |
2/17/2025 | Redwood Investment Management LLC | 20,171 | $1.05M | 0.1% | +10.6% | 0.036% | |
2/17/2025 | Gen Wealth Partners Inc | 13,791 | $717K | 0.3% | +4.1% | 0.024% | |
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2/17/2025 | Cary Street Partners Financial LLC | 8,812 | $458K | 0.0% | N/A | 0.016% | |
2/17/2025 | Baird Financial Group Inc. | 180,627 | $9.40M | 0.0% | +1.7% | 0.319% | |
2/17/2025 | Ameriprise Financial Inc. | 3,145,093 | $163.59M | 0.0% | +60.9% | 5.557% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 15,131 | $787K | 0.0% | -4.6% | 0.027% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 260,969 | $13.66M | 0.8% | +34.2% | 0.461% | |
2/13/2025 | United Capital Financial Advisors LLC | 826,154 | $42.98M | 0.4% | -1.6% | 1.460% | |
2/13/2025 | Rollins Financial Advisors LLC | 57,345 | $2.98M | 0.5% | -1.5% | 0.101% | |
2/13/2025 | Waterloo Capital L.P. | 95,923 | $4.99M | 0.5% | N/A | 0.169% | |
2/12/2025 | JPMorgan Chase & Co. | 10,751,055 | $559.27M | 0.0% | +36.6% | 18.995% | |
2/12/2025 | Wells Financial Advisors INC | 14,627 | $761K | 1.0% | +21.4% | 0.026% | |