8/18/2025 | Geneos Wealth Management Inc. | 324,397 | $6.16M | 0.2% | +202.3% | 0.379% | |
8/15/2025 | Visionary Wealth Advisors | 176,044 | $3.34M | 0.2% | +138.8% | 0.206% | |
8/15/2025 | Snowden Capital Advisors LLC | 58,534 | $1.11M | 0.0% | +9.9% | 0.068% | |
8/15/2025 | MML Investors Services LLC | 38,636 | $734K | 0.0% | +7.4% | 0.045% | |
8/15/2025 | Balanced Rock Investment Advisors LLC | 22,755 | $432K | 0.3% | +19.7% | 0.027% | |
8/15/2025 | Bank of America Corp DE | 4,344,070 | $82.49M | 0.0% | -5.9% | 5.072% | |
8/14/2025 | Vista Investment Management | 265,973 | $5.05M | 1.9% | +3.6% | 0.311% | |
8/14/2025 | Raymond James Financial Inc. | 2,006,953 | $38.11M | 0.0% | +12.4% | 2.343% | |
8/14/2025 | Main Street Financial Solutions LLC | 14,207 | $270K | 0.0% | -19.3% | 0.017% | |
8/14/2025 | NewEdge Advisors LLC | 2,361,031 | $44.84M | 0.2% | +5.0% | 2.757% | |
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8/14/2025 | Marshall Investment Management LLC | 12,570 | $239K | 1.1% | -92.0% | 0.015% | |
8/13/2025 | StoneX Group Inc. | 49,757 | $945K | 0.0% | -2.1% | 0.058% | |
8/13/2025 | Gateway Wealth Partners LLC | 17,454 | $331K | 0.1% | N/A | 0.020% | |
8/13/2025 | Capital Advisors Wealth Management LLC | 14,760 | $280K | 0.0% | +27.6% | 0.017% | |
8/13/2025 | Baird Financial Group Inc. | 795,921 | $15.12M | 0.0% | +5.1% | 0.929% | |
8/13/2025 | First Trust Advisors LP | 262,064 | $4.98M | 0.0% | +7.9% | 0.306% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 50,610 | $970K | 0.3% | -1.8% | 0.059% | |
8/13/2025 | Trustmark Bank Trust Department | 65,252 | $1.24M | 0.1% | +128.2% | 0.076% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 66,478 | $1.26M | 0.0% | +5.1% | 0.078% | |
8/13/2025 | Maia Wealth LLC | 27,617 | $524K | 0.1% | -7.3% | 0.032% | |
8/12/2025 | Viawealth LLC | 16,434 | $312K | 0.2% | +8.1% | 0.019% | |
8/12/2025 | J.W. Cole Advisors Inc. | 151,555 | $2.88M | 0.1% | +231.8% | 0.177% | |
8/12/2025 | Financial Advocates Investment Management | 107,361 | $2.04M | 0.2% | -0.8% | 0.125% | |
8/12/2025 | Jaffetilchin Investment Partners LLC | 64,257 | $1.22M | 0.1% | -14.1% | 0.075% | |
8/12/2025 | Forum Private Client Group LLC | 33,011 | $627K | 0.2% | -9.1% | 0.039% | |
8/12/2025 | JPMorgan Chase & Co. | 424,287 | $8.06M | 0.0% | -71.0% | 0.495% | |
8/11/2025 | Pinnacle Financial Group LLC IL | 13,891 | $264K | 0.1% | +33.5% | 0.016% | |
8/11/2025 | Plotkin Financial Advisors LLC | 29,133 | $553K | 0.3% | -4.0% | 0.034% | |
8/8/2025 | Rockefeller Capital Management L.P. | 182,918 | $3.47M | 0.0% | +0.3% | 0.214% | |
8/8/2025 | Kingsview Wealth Management LLC | 300,449 | $5.71M | 0.1% | +9.3% | 0.351% | |
8/8/2025 | Citizens Financial Group Inc. RI | 951,002 | $18.06M | 0.3% | +65.6% | 1.110% | |
8/8/2025 | Collaborative Wealth Managment Inc. | 40,326 | $766K | 0.3% | N/A | 0.047% | |
8/8/2025 | Cetera Investment Advisers | 704,006 | $13.37M | 0.0% | -8.0% | 0.822% | |
8/7/2025 | Lakeridge Wealth Management LLC | 79,314 | $1.51M | 0.7% | +2.3% | 0.093% | |
8/6/2025 | Prospera Financial Services Inc | 264,187 | $5.02M | 0.1% | +419.4% | 0.308% | |
8/6/2025 | Vestmark Advisory Solutions Inc. | 67,214 | $1.28M | 0.0% | +87.6% | 0.078% | |
8/6/2025 | Paladin Advisory Group LLC | 2,607 | $50K | 0.0% | -35.3% | 0.003% | |
8/5/2025 | Key Financial Inc | 403,869 | $7.67M | 1.5% | -4.9% | 0.472% | |
8/5/2025 | Sigma Planning Corp | 65,744 | $1.25M | 0.0% | -10.2% | 0.077% | |
8/4/2025 | Integrity Alliance LLC. | 102,135 | $1.94M | 0.1% | -63.8% | 0.119% | |
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8/4/2025 | Assetmark Inc. | 33,739 | $641K | 0.0% | +7.2% | 0.039% | |
8/4/2025 | Spire Wealth Management | 24,448 | $464K | 0.0% | -3.6% | 0.029% | |
8/4/2025 | Arkadios Wealth Advisors | 38,744 | $736K | 0.0% | +2.5% | 0.045% | |
8/1/2025 | Winebrenner Capital Management LLC | 120,914 | $2.30M | 1.9% | -1.0% | 0.141% | |
8/1/2025 | Integral Investment Advisors Inc. | 587,075 | $11.15M | 3.2% | +37.9% | 0.685% | |
8/1/2025 | United Capital Management of KS Inc. | 48,927 | $929K | 0.1% | -23.0% | 0.057% | |
8/1/2025 | Brookwood Investment Group LLC | 23,392 | $444K | 0.1% | N/A | 0.027% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 77,873 | $1.48M | 0.1% | +20.0% | 0.091% | |
8/1/2025 | Envestnet Asset Management Inc. | 2,057,676 | $39.08M | 0.0% | -16.5% | 2.402% | |
7/29/2025 | Flavin Financial Services Inc. | 19,207 | $365K | 0.4% | -10.9% | 0.022% | |
7/29/2025 | Stratos Wealth Partners LTD. | 55,940 | $1.06M | 0.0% | -5.1% | 0.065% | |
7/28/2025 | Mutual Advisors LLC | 13,322 | $253K | 0.0% | -12.8% | 0.016% | |
7/28/2025 | Essex LLC | 763,618 | $14.50M | 2.9% | -5.3% | 0.892% | |
7/28/2025 | RFG Advisory LLC | 158,831 | $3.02M | 0.1% | +6.5% | 0.185% | |
7/25/2025 | Atria Wealth Solutions Inc. | 20,405 | $387K | 0.0% | +6.9% | 0.024% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 46,232 | $878K | 0.0% | -41.3% | 0.054% | |
7/25/2025 | CWM LLC | 188,336 | $3.58M | 0.0% | +14.1% | 0.220% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 10,700 | $203K | 0.0% | -73.1% | 0.012% | |
7/22/2025 | Merit Financial Group LLC | 1,556,456 | $29.56M | 0.3% | +7.8% | 1.817% | |
7/22/2025 | Beacon Financial Advisory LLC | 70,163 | $1.33M | 0.3% | +19.9% | 0.082% | |
7/22/2025 | Sutton Place Investors LLC | 119,647 | $2.27M | 1.4% | +3.2% | 0.140% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 40,020 | $760K | 0.0% | -3.5% | 0.047% | |
7/22/2025 | Accel Wealth Management | 17,487 | $332K | 0.1% | -13.6% | 0.020% | |
7/21/2025 | Ameritas Advisory Services LLC | 4,046 | $77K | 0.0% | -74.7% | 0.005% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 67,867 | $1.29M | 0.0% | -5.9% | 0.079% | |
7/21/2025 | Greenwood Capital Associates LLC | 10,626 | $202K | 0.0% | N/A | 0.012% | |
7/21/2025 | Synergy Asset Management LLC | 202,340 | $3.84M | 0.4% | N/A | 0.236% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 48,000 | $912K | 0.0% | +11.2% | 0.056% | |
7/18/2025 | Truist Financial Corp | 1,209,178 | $22.96M | 0.0% | +8.7% | 1.412% | |
7/17/2025 | Janney Montgomery Scott LLC | 98,297 | $1.87M | 0.0% | +16.6% | 0.115% | |
7/17/2025 | Smith Chas P & Associates PA Cpas | 2,292,114 | $43.53M | 2.4% | +2.2% | 2.676% | |
7/17/2025 | Montis Financial LLC | 10,973 | $208K | 0.1% | N/A | 0.013% | |
7/17/2025 | Fifth Third Securities Inc. | 37,087 | $704K | 0.1% | +4.0% | 0.043% | |
7/15/2025 | McAdam LLC | 125,133 | $2.38M | 0.1% | +29.1% | 0.146% | |
7/15/2025 | Financial Partners Group Inc | 28,238 | $536K | 0.1% | N/A | 0.033% | |
7/14/2025 | Flagstar Advisors Inc. | 200,050 | $3.80M | 1.1% | -44.0% | 0.234% | |
7/14/2025 | Park Avenue Securities LLC | 66,499 | $1.26M | 0.0% | -42.7% | 0.078% | |
7/11/2025 | Annex Advisory Services LLC | 840,952 | $15.97M | 0.4% | N/A | 0.982% | |
7/11/2025 | Shelton Wealth Management LLC | 56,668 | $1.08M | 0.5% | -65.8% | 0.066% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 21,424 | $408K | 0.0% | -13.5% | 0.025% | |
7/10/2025 | Sovran Advisors LLC | 54,488 | $1.04M | 0.1% | -2.1% | 0.064% | |
7/9/2025 | Beacon Financial Group | 123,016 | $2.34M | 0.2% | -5.7% | 0.144% | |
7/8/2025 | Elevation Wealth Partners LLC | 192,208 | $3.65M | 1.4% | +4.0% | 0.225% | |
7/8/2025 | Adamsbrown Wealth Consultants LLC | 863,024 | $16.39M | 4.8% | +4.7% | 1.009% | |
7/8/2025 | NBC Securities Inc. | 71,759 | $1.36M | 0.1% | +14.2% | 0.084% | |
7/7/2025 | Nova Wealth Management Inc. | 11,658 | $221K | 0.2% | -25.1% | 0.014% | |
7/1/2025 | Park National Corp OH | 79,570 | $1.51M | 0.0% | +17.8% | 0.094% | |
5/21/2025 | McAdam LLC | 96,962 | $1.81M | 0.1% | +39.0% | 0.116% | |
5/21/2025 | Geneos Wealth Management Inc. | 107,318 | $2.01M | 0.1% | +28,826.7% | 0.128% | |
5/20/2025 | Focus Partners Wealth | 101,718 | $1.90M | 0.0% | +8.6% | 0.122% | |
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5/20/2025 | Integrity Alliance LLC. | 282,071 | $5.28M | 0.2% | +165.4% | 0.337% | |
5/19/2025 | Jane Street Group LLC | 81,300 | $1.52M | 0.0% | N/A | 0.100% | |
5/16/2025 | Plotkin Financial Advisors LLC | 30,333 | $567K | 0.3% | +50.2% | 0.037% | |
5/16/2025 | Clark Capital Management Group Inc. | 451,904 | $8.45M | 0.1% | +36.1% | 0.553% | |
5/15/2025 | Royal Bank of Canada | 3,334,754 | $62.36M | 0.0% | +11.9% | 4.082% | |
5/15/2025 | Baird Financial Group Inc. | 757,132 | $14.16M | 0.0% | -1.2% | 0.927% | |
5/14/2025 | Comerica Bank | 90,920 | $1.70M | 0.0% | +19.9% | 0.111% | |
5/14/2025 | Synovus Financial Corp | 27,981 | $523K | 0.0% | -24.3% | 0.034% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 63,242 | $1.18M | 0.0% | +80.8% | 0.077% | |
5/14/2025 | Hobbs Group Advisors LLC | 27,148 | $508K | 0.2% | +3.1% | 0.033% | |