8/26/2025 | Thrivent Financial for Lutherans | 34,390 | $1.27M | 0.0% | -93.9% | 0.034% | |
8/25/2025 | Silverlake Wealth Management LLC | 81,009 | $3M | 0.9% | -17.1% | 0.081% | |
8/19/2025 | Advisory Services Network LLC | 9,533 | $364K | 0.0% | -10.1% | 0.010% | |
8/18/2025 | Kestra Investment Management LLC | 462,790 | $17.14M | 0.5% | -41.2% | 0.463% | |
8/15/2025 | Tower Research Capital LLC TRC | 11,458 | $424K | 0.0% | N/A | 0.011% | |
8/15/2025 | Equitable Holdings Inc. | 948,919 | $35.14M | 0.3% | -30.2% | 0.950% | |
8/15/2025 | Captrust Financial Advisors | 10,634 | $394K | 0.0% | +11.6% | 0.011% | |
8/15/2025 | Redwood Financial Network Corp | 24,448 | $905K | 0.6% | +4.3% | 0.024% | |
8/15/2025 | MML Investors Services LLC | 5,981,257 | $221.49M | 0.6% | +20.4% | 5.987% | |
8/15/2025 | Great Valley Advisor Group Inc. | 14,217 | $527K | 0.0% | +2.0% | 0.014% | |
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8/15/2025 | EP Wealth Advisors LLC | 6,086 | $225K | 0.0% | +69.0% | 0.006% | |
8/15/2025 | Curi Capital LLC | 5,822 | $216K | 0.0% | N/A | 0.006% | |
8/15/2025 | Bank of America Corp DE | 8,651 | $320K | 0.0% | +251.1% | 0.009% | |
8/14/2025 | Raymond James Financial Inc. | 824,707 | $30.54M | 0.0% | -0.3% | 0.826% | |
8/14/2025 | Quantinno Capital Management LP | 10,979 | $407K | 0.0% | N/A | 0.011% | |
8/14/2025 | NewEdge Advisors LLC | 22,225 | $823K | 0.0% | +31.2% | 0.022% | |
8/14/2025 | Menora Mivtachim Holdings LTD. | 211,326 | $7.83M | 0.0% | +55.3% | 0.212% | |
8/14/2025 | Qube Research & Technologies Ltd | 1,891 | $70K | 0.0% | -39.9% | 0.002% | |
8/13/2025 | Marshall Wace LLP | 34,819 | $1.29M | 0.0% | N/A | 0.035% | |
8/13/2025 | Fisher Asset Management LLC | 6,336 | $235K | 0.0% | N/A | 0.006% | |
8/13/2025 | Lido Advisors LLC | 72,557 | $2.69M | 0.0% | +3.4% | 0.073% | |
8/13/2025 | Kuhn & Co Investment Counsel | 15,372 | $569K | 0.4% | +2.9% | 0.015% | |
8/13/2025 | Colonial Trust Advisors | 1,121 | $42K | 0.0% | N/A | 0.001% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 497,331 | $18.42M | 0.0% | +8.7% | 0.498% | |
8/13/2025 | Russell Investments Group Ltd. | 1,082 | $40K | 0.0% | N/A | 0.001% | |
8/13/2025 | Maia Wealth LLC | 10,183 | $377K | 0.1% | -4.3% | 0.010% | |
8/12/2025 | J.W. Cole Advisors Inc. | 11,935 | $442K | 0.0% | -51.7% | 0.012% | |
8/12/2025 | SlateStone Wealth LLC | 5,564 | $206K | 0.0% | N/A | 0.006% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 1,687 | $62K | 0.0% | +313.5% | 0.002% | |
8/12/2025 | Global Retirement Partners LLC | 20,017 | $741K | 0.0% | N/A | 0.020% | |
8/12/2025 | Vestor Capital LLC | 12,665 | $469K | 0.0% | +45.7% | 0.013% | |
8/12/2025 | JPMorgan Chase & Co. | 499,432 | $18.49M | 0.0% | +0.9% | 0.500% | |
8/8/2025 | Avantax Advisory Services Inc. | 275,017 | $10.18M | 0.1% | +124.0% | 0.275% | |
8/8/2025 | Thoroughbred Financial Services LLC | 6,289 | $232K | 0.0% | -38.6% | 0.006% | |
8/8/2025 | Cetera Investment Advisers | 196,778 | $7.29M | 0.0% | +24.4% | 0.197% | |
8/8/2025 | Creative Planning | 42,648 | $1.58M | 0.0% | +1.0% | 0.043% | |
8/8/2025 | Independence Financial Advisors LLC | 830,356 | $30.75M | 12.0% | +1,399.4% | 0.831% | |
8/8/2025 | Advisors Capital Management LLC | 190,632 | $7.06M | 0.1% | +89.5% | 0.191% | |
8/8/2025 | Advyzon Investment Management LLC | 12,282 | $455K | 0.1% | N/A | 0.012% | |
8/7/2025 | Cahill Financial Advisors Inc. | 5,887 | $218K | 0.0% | N/A | 0.006% | |
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8/7/2025 | Rollins Financial Advisors LLC | 53,948 | $2.00M | 0.3% | -15.2% | 0.054% | |
8/6/2025 | Bensler LLC | 11,185 | $414K | 0.0% | -5.0% | 0.011% | |
8/6/2025 | AE Wealth Management LLC | 3,678 | $136K | 0.0% | -8.1% | 0.004% | |
8/6/2025 | Golden State Wealth Management LLC | 4,479 | $166K | 0.0% | +52.9% | 0.004% | |
8/6/2025 | Commonwealth Equity Services LLC | 3,520,372 | $130.36M | 0.2% | +47.9% | 3.523% | |
8/6/2025 | Atlantic Union Bankshares Corp | 3,051 | $113K | 0.0% | N/A | 0.003% | |
8/4/2025 | IFG Advisory LLC | 21,618 | $801K | 0.0% | +9.3% | 0.022% | |
8/4/2025 | Atria Investments Inc | 111,039 | $4.11M | 0.0% | +2.6% | 0.111% | |
8/1/2025 | GWN Securities Inc. | 5,567 | $206K | 0.0% | -84.5% | 0.006% | |
8/1/2025 | Transcend Capital Advisors LLC | 7,644 | $283K | 0.0% | N/A | 0.008% | |
8/1/2025 | Envestnet Asset Management Inc. | 5,941,796 | $220.03M | 0.1% | +7.7% | 5.947% | |
7/31/2025 | First Business Financial Services Inc. | 5,700 | $211K | 0.0% | N/A | 0.006% | |
7/30/2025 | Cullen Frost Bankers Inc. | 5,308 | $197K | 0.0% | +90.5% | 0.005% | |
7/29/2025 | Salus Financial Advisors LLC | 6,772 | $251K | 0.2% | -17.7% | 0.007% | |
7/29/2025 | Spectrum Investment Advisors Inc. | 690,417 | $25.57M | 14.8% | +4.1% | 0.691% | |
7/29/2025 | Private Trust Co. NA | 1,435 | $53K | 0.0% | -49.8% | 0.001% | |
7/28/2025 | Harbour Investments Inc. | 35,388 | $1.31M | 0.0% | -2.0% | 0.035% | |
7/25/2025 | CWM LLC | 2,325 | $86K | 0.0% | N/A | 0.002% | |
7/25/2025 | Ball & Co Wealth Management Inc. | 20,497 | $759K | 0.8% | -45.4% | 0.021% | |
7/23/2025 | InTrack Investment Management Inc | 39,816 | $1.47M | 1.0% | N/A | 0.040% | |
7/23/2025 | Clear Creek Financial Management LLC | 24,841 | $920K | 0.1% | -29.8% | 0.025% | |
7/23/2025 | Valmark Advisers Inc. | 102,329 | $3.79M | 0.1% | +64.9% | 0.102% | |
7/23/2025 | Elm3 Financial Group LLC | 11,548 | $428K | 0.4% | +65.2% | 0.012% | |
7/22/2025 | Valeo Financial Advisors LLC | 17,504 | $648K | 0.0% | -5.2% | 0.018% | |
7/21/2025 | Ameritas Advisory Services LLC | 2,801 | $104K | 0.0% | N/A | 0.003% | |
7/21/2025 | Greenwood Capital Associates LLC | 51,998 | $1.93M | 0.2% | +21.4% | 0.052% | |
7/21/2025 | Pacific Financial Group Inc. | 6,044 | $224K | 0.2% | N/A | 0.006% | |
7/18/2025 | Pure Financial Advisors LLC | 21,944 | $813K | 0.0% | +3.0% | 0.022% | |
7/18/2025 | Madrona Financial Services LLC | 11,706 | $433K | 0.1% | +46.0% | 0.012% | |
7/18/2025 | Rogco LP | 1,521 | $56K | 0.0% | N/A | 0.002% | |
7/18/2025 | Rolek Wealth Management LLC | 31,558 | $1.17M | 1.0% | -20.7% | 0.032% | |
7/18/2025 | Truist Financial Corp | 200,469 | $7.42M | 0.0% | -2.0% | 0.201% | |
7/17/2025 | Prepared Retirement Institute LLC | 239,293 | $8.86M | 5.2% | +64.3% | 0.240% | |
7/16/2025 | Castleview Partners LLC | 92,003 | $3.41M | 2.2% | N/A | 0.092% | |
7/15/2025 | FMA Wealth Management LLC | 10,965 | $406K | 0.3% | +32.7% | 0.011% | |
7/15/2025 | Charter Capital Management LLC DE | 8,938 | $331K | 0.2% | N/A | 0.009% | |
7/15/2025 | Bay Capital Advisors LLC | 19,219 | $712K | 0.5% | +13.2% | 0.019% | |
7/15/2025 | Financial Partners Group Inc | 58,112 | $2.15M | 0.3% | -7.3% | 0.058% | |
7/14/2025 | Sentinel Pension Advisors LLC | 381,516 | $14.13M | 2.4% | +40.1% | 0.383% | |
7/14/2025 | Infinity Wealth Counsel LLC | 23,225 | $860K | 0.9% | +10.1% | 0.023% | |
7/14/2025 | Abound Wealth Management | 1,093 | $40K | 0.0% | N/A | 0.001% | |
7/14/2025 | Sowell Financial Services LLC | 26,372 | $977K | 0.0% | N/A | 0.026% | |
7/11/2025 | Farther Finance Advisors LLC | 1,072 | $40K | 0.0% | N/A | 0.001% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 12,493 | $466K | 0.0% | N/A | 0.013% | |
7/10/2025 | Sovran Advisors LLC | 26,496 | $980K | 0.1% | +162.5% | 0.027% | |
7/9/2025 | Baron Wealth Management LLC | 11,426 | $423K | 0.1% | N/A | 0.011% | |
7/7/2025 | Investors Research Corp | 1,208 | $45K | 0.0% | -19.9% | 0.001% | |
7/7/2025 | Nova Wealth Management Inc. | 59,048 | $2.19M | 1.6% | +3.0% | 0.059% | |
6/3/2025 | CBIZ Investment Advisory Services LLC | 8,978 | $283K | 0.0% | N/A | 0.009% | |
5/29/2025 | Nova Wealth Management Inc. | 57,302 | $1.81M | 1.6% | +16.4% | 0.059% | |
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5/27/2025 | Advisors Capital Management LLC | 100,620 | $3.17M | 0.0% | +438.1% | 0.103% | |
5/22/2025 | Rollins Financial Advisors LLC | 63,586 | $2.00M | 0.3% | -20.2% | 0.066% | |
5/20/2025 | Integrity Alliance LLC. | 8,234 | $259K | 0.0% | N/A | 0.009% | |
5/16/2025 | Kestra Investment Management LLC | 787,460 | $24.81M | 0.8% | +79.5% | 0.818% | |
5/16/2025 | Redwood Financial Network Corp | 23,434 | $738K | 0.6% | +104.1% | 0.024% | |
5/16/2025 | NewEdge Advisors LLC | 16,941 | $534K | 0.0% | -11.3% | 0.018% | |
5/16/2025 | Integrated Wealth Concepts LLC | 146,601 | $4.62M | 0.1% | +4.8% | 0.152% | |
5/16/2025 | Investmark Advisory Group LLC | 9,804 | $309K | 0.2% | N/A | 0.010% | |
5/15/2025 | Royal Bank of Canada | 45,754 | $1.44M | 0.0% | +52.0% | 0.048% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 457,613 | $14.42M | 0.0% | +24.2% | 0.475% | |