8/12/2025 | Steward Partners Investment Advisory LLC | 2,041 | $214K | 0.0% | +83.5% | 0.008% | |
8/12/2025 | JPMorgan Chase & Co. | 173,289 | $18.19M | 0.0% | -13.9% | 0.686% | |
8/11/2025 | Sierra Capital LLC | 2,043 | $214K | 0.0% | N/A | 0.008% | |
8/8/2025 | Rockefeller Capital Management L.P. | 43,965 | $4.62M | 0.0% | +1.1% | 0.174% | |
8/8/2025 | Thoroughbred Financial Services LLC | 4,684 | $491K | 0.0% | +3.4% | 0.019% | |
8/8/2025 | Creative Planning | 32,161 | $3.38M | 0.0% | +15.9% | 0.128% | |
8/8/2025 | Starr Indemnity & Liability Co | 364,098 | $38.22M | 14.0% | N/A | 1.444% | |
8/8/2025 | Francis Financial Inc. | 145,797 | $15.31M | 3.5% | -23.9% | 0.578% | |
8/7/2025 | Samalin Investment Counsel LLC | 3,350 | $352K | 0.1% | +7.5% | 0.013% | |
8/7/2025 | Allworth Financial LP | 157,741 | $16.56M | 0.1% | -2.8% | 0.626% | |
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8/7/2025 | King Luther Capital Management Corp | 1,972 | $207K | 0.0% | N/A | 0.008% | |
8/7/2025 | Sound View Wealth Advisors Group LLC | 6,625 | $695K | 0.1% | -5.5% | 0.026% | |
8/6/2025 | Atlas Legacy Advisors LLC | 36,003 | $3.78M | 0.8% | +1.2% | 0.143% | |
8/6/2025 | Savant Capital LLC | 99,310 | $10.43M | 0.1% | -8.0% | 0.394% | |
8/6/2025 | Raelipskie Partnership | 77,565 | $8.14M | 3.7% | +9.7% | 0.308% | |
8/6/2025 | Soltis Investment Advisors LLC | 61,679 | $6.48M | 0.5% | -21.4% | 0.245% | |
8/6/2025 | Mascagni Wealth Management Inc. | 2,823 | $296K | 0.3% | -21.1% | 0.011% | |
8/5/2025 | Huntington National Bank | 13,900 | $1.46M | 0.0% | +13.4% | 0.055% | |
8/4/2025 | Simon Quick Advisors LLC | 8,990 | $944K | 0.0% | -6.5% | 0.036% | |
8/4/2025 | Coign Capital Advisors LLC | 102,743 | $10.79M | 7.3% | -1.2% | 0.407% | |
8/4/2025 | Grant Street Asset Management Inc. | 4,898 | $514K | 0.1% | +70.7% | 0.019% | |
8/4/2025 | Assetmark Inc. | 253 | $27K | 0.0% | +96.1% | 0.001% | |
8/4/2025 | Spire Wealth Management | 7,578 | $795K | 0.0% | -10.1% | 0.030% | |
8/4/2025 | Hantz Financial Services Inc. | 539,465 | $56.63M | 0.9% | +41.7% | 2.139% | |
8/4/2025 | Arkadios Wealth Advisors | 1,934 | $203K | 0.0% | N/A | 0.008% | |
8/4/2025 | WNY Asset Management LLC | 2,336 | $245K | 0.0% | -98.3% | 0.009% | |
8/1/2025 | Anson Capital Inc. | 6,072 | $637K | 0.5% | +3.9% | 0.024% | |
8/1/2025 | Envestnet Asset Management Inc. | 256,737 | $26.95M | 0.0% | +1.9% | 1.018% | |
7/31/2025 | Sentinel Trust Co. LBA | 61,700 | $6.48M | 0.7% | -28.3% | 0.245% | |
7/31/2025 | LJI Wealth Management LLC | 2,002 | $210K | 0.0% | N/A | 0.008% | |
7/31/2025 | SoundView Advisors Inc. | 17,350 | $1.82M | 0.7% | -13.2% | 0.069% | |
7/30/2025 | Bleakley Financial Group LLC | 13,701 | $1.44M | 0.0% | N/A | 0.054% | |
7/30/2025 | Castle Wealth Management LLC | 8,188 | $860K | 0.3% | +43.2% | 0.032% | |
7/30/2025 | D.A. Davidson & CO. | 131,296 | $13.78M | 0.1% | +17.3% | 0.521% | |
7/30/2025 | Smith Thornton Advisors LLC | 2,000 | $210K | 0.1% | N/A | 0.008% | |
7/30/2025 | Fiduciary Family Office LLC | 3,190 | $335K | 0.1% | -31.4% | 0.013% | |
7/30/2025 | Phoenix Financial Ltd. | 15,000 | $1.58M | 0.0% | -58.6% | 0.059% | |
7/30/2025 | Fairway Wealth LLC | 17,600 | $1.85M | 0.4% | -6.8% | 0.070% | |
7/29/2025 | Mountain Capital Investment Advisors Inc. | 5,868 | $624K | 0.1% | -98.1% | 0.023% | |
7/29/2025 | Chicago Partners Investment Group LLC | 6,591 | $718K | 0.0% | -3.4% | 0.026% | |
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7/29/2025 | Stordahl Capital Management Inc. | 5,176 | $543K | 0.1% | +8.1% | 0.021% | |
7/29/2025 | Stratos Wealth Partners LTD. | 3,905 | $410K | 0.0% | -13.6% | 0.015% | |
7/28/2025 | Evernest Financial Advisors LLC | 2,145 | $225K | 0.1% | -26.7% | 0.009% | |
7/28/2025 | Turtle Creek Wealth Advisors LLC | 7,133 | $749K | 0.1% | N/A | 0.028% | |
7/28/2025 | Harbour Investments Inc. | 42,467 | $4.46M | 0.1% | +7.0% | 0.168% | |
7/25/2025 | Alpha Financial Partners LLC | 2,067 | $217K | 0.2% | -16.3% | 0.008% | |
7/25/2025 | Concurrent Investment Advisors LLC | 6,774 | $711K | 0.0% | +3.2% | 0.027% | |
7/24/2025 | Bryant Woods Investment Advisors LLC | 80,608 | $8.46M | 3.7% | +3.7% | 0.319% | |
7/24/2025 | McKinley Carter Wealth Services Inc. | 6,452 | $677K | 0.0% | -6.3% | 0.026% | |
7/24/2025 | Blair William & Co. IL | 251 | $26K | 0.0% | -44.3% | 0.001% | |
7/23/2025 | SpringVest Wealth Management LLC | 22,454 | $2.36M | 1.9% | -2.0% | 0.089% | |
7/23/2025 | Valmark Advisers Inc. | 32,184 | $3.38M | 0.0% | +270.5% | 0.127% | |
7/23/2025 | Opulen Financial Group LLC | 2,065 | $217K | 0.2% | -23.5% | 0.008% | |
7/23/2025 | Sax Wealth Advisors LLC | 10,799 | $1.13M | 0.1% | -4.2% | 0.043% | |
7/23/2025 | Asset Planning Corporation | 76,785 | $8.06M | 4.3% | +27.4% | 0.304% | |
7/22/2025 | Valeo Financial Advisors LLC | 12,675 | $1.33M | 0.0% | +472.5% | 0.050% | |
7/22/2025 | Valpey Financial Services LLC | 20,595 | $2.16M | 1.5% | N/A | 0.082% | |
7/22/2025 | OLD National Bancorp IN | 140,767 | $14.78M | 0.3% | +6.5% | 0.557% | |
7/22/2025 | Tandem Investment Partners LLC | 3,125 | $328K | 0.3% | N/A | 0.012% | |
7/22/2025 | Checchi Capital Advisers LLC | 44,011 | $4.62M | 0.3% | +15.2% | 0.174% | |
7/21/2025 | Ameritas Advisory Services LLC | 3,122 | $328K | 0.0% | -47.0% | 0.012% | |
7/21/2025 | 1900 Wealth Management LLC | 4,461 | $468K | 0.0% | +3.6% | 0.018% | |
7/18/2025 | O ROURKE & COMPANY Inc | 6,594 | $692K | 0.3% | -5.1% | 0.026% | |
7/18/2025 | Truist Financial Corp | 20,380 | $2.14M | 0.0% | -24.9% | 0.081% | |
7/17/2025 | Alliance Wealth Advisors LLC | 1,968 | $207K | 0.1% | N/A | 0.008% | |
7/17/2025 | Greenleaf Trust | 15,134 | $1.59M | 0.0% | +7.5% | 0.060% | |
7/17/2025 | Janney Montgomery Scott LLC | 63,252 | $6.64M | 0.0% | +8.6% | 0.250% | |
7/17/2025 | Fifth Third Securities Inc. | 6,078 | $638K | 0.0% | -5.5% | 0.024% | |
7/17/2025 | Coastline Trust Co | 35,673 | $3.75M | 0.4% | +24.7% | 0.141% | |
7/16/2025 | First American Bank | 35,170 | $3.69M | 0.3% | +0.9% | 0.139% | |
7/16/2025 | 1834 Investment Advisors Co. | 12,347 | $1.30M | 0.2% | -1.5% | 0.049% | |
7/16/2025 | Octavia Wealth Advisors LLC | 17,150 | $1.80M | 0.2% | -2.4% | 0.068% | |
7/15/2025 | Legacy Solutions LLC | 38,325 | $4.02M | 3.9% | +3.1% | 0.152% | |
7/15/2025 | TD Private Client Wealth LLC | 4,132 | $434K | 0.0% | +9.4% | 0.016% | |
7/15/2025 | CGN Advisors LLC | 3,982 | $418K | 0.0% | +13.9% | 0.016% | |
7/14/2025 | Kieckhefer Group LLC | 2,466 | $259K | 0.1% | +8.9% | 0.010% | |
7/14/2025 | Park Avenue Securities LLC | 13,059 | $1.37M | 0.0% | +1.0% | 0.052% | |
7/11/2025 | Essex Savings Bank | 2,791 | $293K | 0.1% | -49.9% | 0.011% | |
7/10/2025 | Pachira Investments Inc. | 3,615 | $379K | 0.3% | N/A | 0.014% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 4,213 | $455K | 0.0% | -9.3% | 0.017% | |
7/10/2025 | Atticus Wealth Management LLC | 405 | $43K | 0.0% | N/A | 0.002% | |
7/9/2025 | Taylor Hoffman Capital Management LLC | 6,745 | $708K | 0.2% | -4.9% | 0.027% | |
5/21/2025 | Geneos Wealth Management Inc. | 1,048 | $103K | 0.0% | +35.8% | 0.004% | |
5/20/2025 | Focus Partners Wealth | 10,027 | $990K | 0.0% | -36.4% | 0.039% | |
5/16/2025 | Goldman Sachs Group Inc. | 853,272 | $84.22M | 0.0% | +2,162.2% | 3.360% | |
5/16/2025 | Jones Financial Companies Lllp | 25,815 | $2.55M | 0.0% | +5,334.7% | 0.100% | |
5/15/2025 | EP Wealth Advisors LLC | 38,150 | $3.77M | 0.0% | -2.0% | 0.148% | |
5/15/2025 | Royal Bank of Canada | 195,972 | $19.34M | 0.0% | +15.4% | 0.758% | |
5/15/2025 | Betterment LLC | 6,461 | $638K | 0.0% | +205.2% | 0.025% | |
5/15/2025 | Baird Financial Group Inc. | 4,793 | $473K | 0.0% | +30.9% | 0.019% | |
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5/15/2025 | Evergreen Capital Management LLC | 107,430 | $10.60M | 0.4% | +6.7% | 0.416% | |
5/15/2025 | Hanover Advisors Inc. | 6,592 | $651K | 0.3% | +11.5% | 0.026% | |
5/14/2025 | Warwick Investment Management Inc. | 23,683 | $2.34M | 0.5% | +41.6% | 0.092% | |
5/14/2025 | Samalin Investment Counsel LLC | 3,116 | $308K | 0.1% | -6.6% | 0.012% | |
5/14/2025 | Envision Financial Planning LLC | 8,402 | $829K | 0.4% | N/A | 0.033% | |
5/14/2025 | Tandem Wealth Advisors LLC | 4,580 | $452K | 0.2% | +5.2% | 0.018% | |
5/14/2025 | MetLife Investment Management LLC | 33,264 | $3.28M | 0.0% | N/A | 0.129% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 486,406 | $48.01M | 0.0% | +6.1% | 1.882% | |
5/14/2025 | Kestra Advisory Services LLC | 37,851 | $3.74M | 0.0% | +41.6% | 0.146% | |
5/14/2025 | Flow Traders U.S. LLC | 3,949 | $390K | 0.0% | +16.4% | 0.015% | |