8/27/2025 | Orion Porfolio Solutions LLC | 10,161 | $1.34M | 0.0% | -21.6% | 0.010% | |
8/26/2025 | Thrivent Financial for Lutherans | 10,923 | $1.44M | 0.0% | -32.0% | 0.011% | |
8/21/2025 | Clarion Wealth Managment Partners LLC | 9,814 | $1.30M | 1.4% | N/A | 0.010% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 9,932 | $1.31M | 0.1% | N/A | 0.010% | |
8/19/2025 | Cape Investment Advisory Inc. | 2,097 | $277K | 0.1% | -4.5% | 0.002% | |
8/19/2025 | Advisory Services Network LLC | 16,877 | $2.27M | 0.0% | +50.2% | 0.017% | |
8/18/2025 | Geneos Wealth Management Inc. | 21,393 | $2.83M | 0.1% | +7.4% | 0.021% | |
8/18/2025 | Hollencrest Capital Management | 399 | $53K | 0.0% | N/A | 0.000% | |
8/16/2025 | Evergreen Capital Management LLC | 96,789 | $12.79M | 0.4% | +5.5% | 0.097% | |
8/16/2025 | Headlands Technologies LLC | 1,560 | $206K | 0.0% | -26.8% | 0.002% | |
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8/15/2025 | Corient Private Wealth LLC | 112,229 | $14.83M | 0.0% | -49.4% | 0.112% | |
8/15/2025 | Equitable Holdings Inc. | 445,974 | $58.93M | 0.5% | -5.2% | 0.447% | |
8/15/2025 | Captrust Financial Advisors | 158,581 | $20.96M | 0.0% | +7.1% | 0.159% | |
8/15/2025 | Keel Point LLC | 5,616 | $742K | 0.0% | +129.4% | 0.006% | |
8/15/2025 | Two Sigma Securities LLC | 4,810 | $636K | 0.1% | N/A | 0.005% | |
8/15/2025 | Orion Porfolio Solutions LLC | 51,890 | $6.86M | 0.0% | +300.3% | 0.052% | |
8/15/2025 | MML Investors Services LLC | 62,213 | $8.22M | 0.0% | -3.8% | 0.062% | |
8/15/2025 | Monograph Wealth Advisors LLC | 1,933 | $255K | 0.0% | N/A | 0.002% | |
8/15/2025 | Modern Wealth Management LLC | 2,563 | $339K | 0.0% | +25.9% | 0.003% | |
8/15/2025 | IHT Wealth Management LLC | 5,897 | $779K | 0.0% | +5.7% | 0.006% | |
8/15/2025 | EP Wealth Advisors LLC | 37,317 | $4.93M | 0.0% | -3.0% | 0.037% | |
8/15/2025 | Benjamin Edwards Inc. | 10,387 | $1.37M | 0.0% | +2.1% | 0.010% | |
8/15/2025 | BNP Paribas Financial Markets | 248,581 | $32.85M | 0.0% | +397.2% | 0.249% | |
8/15/2025 | Bishop & Co Investment Management LLC | 136,686 | $18.06M | 6.5% | -2.4% | 0.137% | |
8/15/2025 | Bank of America Corp DE | 3,759,738 | $496.81M | 0.0% | +0.4% | 3.767% | |
8/15/2025 | AFT Forsyth & Company Inc. | 2,062 | $272K | 0.1% | -9.0% | 0.002% | |
8/15/2025 | Ameriprise Financial Inc. | 1,128,123 | $149.48M | 0.0% | +3.4% | 1.130% | |
8/14/2025 | Vista Capital Partners Inc. | 2,214 | $293K | 0.0% | N/A | 0.002% | |
8/14/2025 | First Citizens Asset Management Inc. | 140,151 | $18.52M | 7.2% | +7.0% | 0.140% | |
8/14/2025 | Ausdal Financial Partners Inc. | 9,244 | $1.22M | 0.1% | -6.4% | 0.009% | |
8/14/2025 | Raymond James Financial Inc. | 537,009 | $70.96M | 0.0% | -22.6% | 0.538% | |
8/14/2025 | Betterment LLC | 1,639,610 | $216.66M | 0.5% | -4.2% | 1.643% | |
8/14/2025 | Quantinno Capital Management LP | 6,232 | $824K | 0.0% | +65.6% | 0.006% | |
8/14/2025 | HUB Investment Partners LLC | 5,367 | $709K | 0.0% | -7.8% | 0.005% | |
8/14/2025 | FAS Wealth Partners Inc. | 20,697 | $2.74M | 0.2% | +0.7% | 0.021% | |
8/14/2025 | NewEdge Advisors LLC | 59,905 | $7.92M | 0.0% | +11.2% | 0.060% | |
8/14/2025 | CoreFirst Bank & Trust | 865 | $114K | 0.1% | N/A | 0.001% | |
8/14/2025 | SVB Wealth LLC | 278,757 | $36.84M | 2.0% | N/A | 0.279% | |
8/14/2025 | Transce3nd LLC | 3,676 | $486K | 0.2% | +37.4% | 0.004% | |
8/14/2025 | Cary Street Partners Financial LLC | 6,236 | $824K | 0.0% | +1.6% | 0.006% | |
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8/14/2025 | Cerity Partners LLC | 16,376 | $2.17M | 0.0% | -3.6% | 0.016% | |
8/13/2025 | Gamco Investors INC. ET AL | 1,535 | $203K | 0.0% | N/A | 0.002% | |
8/13/2025 | PGIM Custom Harvest LLC | 9,504 | $1.26M | 0.0% | +7.1% | 0.010% | |
8/13/2025 | StoneX Group Inc. | 6,387 | $844K | 0.0% | +11.9% | 0.006% | |
8/13/2025 | Vance Wealth LLC | 27,971 | $3.70M | 1.2% | -28.3% | 0.028% | |
8/13/2025 | SageView Advisory Group LLC | 10,569 | $1.44M | 0.1% | -31.2% | 0.011% | |
8/13/2025 | Cresset Asset Management LLC | 13,724 | $1.81M | 0.0% | -8.2% | 0.014% | |
8/13/2025 | Gateway Wealth Partners LLC | 2,996 | $396K | 0.1% | N/A | 0.003% | |
8/13/2025 | Brown Advisory Inc. | 22,189 | $2.93M | 0.0% | -1.8% | 0.022% | |
8/13/2025 | Baird Financial Group Inc. | 105,256 | $13.91M | 0.0% | -0.6% | 0.105% | |
8/13/2025 | Kennedy Capital Management LLC | 27,395 | $3.62M | 0.1% | -44.2% | 0.027% | |
8/13/2025 | EverSource Wealth Advisors LLC | 4,759 | $629K | 0.0% | -63.1% | 0.005% | |
8/13/2025 | CW Advisors LLC | 14,562 | $1.92M | 0.0% | +37.6% | 0.015% | |
8/13/2025 | Peloton Wealth Strategists | 14,078 | $1.86M | 0.7% | +1.2% | 0.014% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 3,849 | $522K | 0.2% | N/A | 0.004% | |
8/13/2025 | Nicolet Bankshares Inc. | 7,292 | $964K | 0.2% | +175.8% | 0.007% | |
8/13/2025 | RPg Family Wealth Advisory LLC | 11,535 | $1.52M | 0.4% | +27.9% | 0.012% | |
8/13/2025 | WCG Wealth Advisors LLC | 12,281 | $1.62M | 0.1% | -11.4% | 0.012% | |
8/13/2025 | Beacon Pointe Advisors LLC | 11,100 | $1.47M | 0.0% | -2.4% | 0.011% | |
8/13/2025 | M&T Bank Corp | 170,528 | $22.53M | 0.1% | -3.0% | 0.171% | |
8/13/2025 | Prossimo Advisors LLC | 5,680 | $751K | 0.6% | -20.9% | 0.006% | |
8/13/2025 | VestGen Advisors LLC | 27,489 | $3.63M | 0.1% | +0.5% | 0.028% | |
8/13/2025 | Lido Advisors LLC | 343,702 | $45.42M | 0.2% | +2.4% | 0.344% | |
8/13/2025 | Hsbc Holdings PLC | 114,969 | $15.19M | 0.0% | +1.1% | 0.115% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 274,503 | $36.27M | 0.0% | -22.4% | 0.275% | |
8/13/2025 | Johnson Financial Group Inc. | 6,531 | $863K | 0.0% | +160.4% | 0.007% | |
8/13/2025 | Stevens Capital Partners | 4,597 | $615K | 0.2% | +35.4% | 0.005% | |
8/13/2025 | Elevation Point Wealth Partners LLC | 300 | $40K | 0.0% | N/A | 0.000% | |
8/13/2025 | Baltimore Washington Financial Advisors Inc. | 7,301 | $965K | 0.0% | -2.6% | 0.007% | |
8/13/2025 | Choreo LLC | 17,791 | $2.35M | 0.0% | -2.7% | 0.018% | |
8/13/2025 | Russell Investments Group Ltd. | 2,607 | $344K | 0.0% | +166.6% | 0.003% | |
8/12/2025 | Boston Partners | 5,140 | $682K | 0.0% | -43.3% | 0.005% | |
8/12/2025 | J.W. Cole Advisors Inc. | 5,891 | $778K | 0.0% | +167.0% | 0.006% | |
8/12/2025 | Financial Advocates Investment Management | 2,091 | $276K | 0.0% | -28.1% | 0.002% | |
8/12/2025 | Laurel Wealth Advisors LLC | 32,771 | $4.33M | 0.0% | +13,114.1% | 0.033% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 123,104 | $16.27M | 0.1% | +3.1% | 0.123% | |
8/12/2025 | Quadcap Wealth Management LLC | 1,566 | $207K | 0.0% | N/A | 0.002% | |
8/12/2025 | Global Retirement Partners LLC | 19,075 | $2.52M | 0.1% | N/A | 0.019% | |
8/12/2025 | Private Management Group Inc. | 7,735 | $1.02M | 0.0% | +5.6% | 0.008% | |
8/12/2025 | Cozad Asset Management Inc. | 8,988 | $1.19M | 0.1% | +5.5% | 0.009% | |
8/12/2025 | Franklin Resources Inc. | 7,043 | $931K | 0.0% | -45.8% | 0.007% | |
8/12/2025 | Journey Strategic Wealth LLC | 1,881 | $249K | 0.0% | N/A | 0.002% | |
8/12/2025 | MAI Capital Management | 79,110 | $10.45M | 0.1% | +3.8% | 0.079% | |
8/12/2025 | JPMorgan Chase & Co. | 677,579 | $89.54M | 0.0% | -2.1% | 0.679% | |
8/12/2025 | Auxano Advisors LLC | 6,323 | $836K | 0.2% | -4.9% | 0.006% | |
8/12/2025 | ADE LLC | 7,639 | $1.01M | 0.5% | +11.9% | 0.008% | |
8/12/2025 | Howe & Rusling Inc. | 256 | $34K | 0.0% | +1,180.0% | 0.000% | |
8/11/2025 | Kingdom Financial Group LLC. | 30,768 | $4.07M | 3.6% | -29.1% | 0.031% | |
8/11/2025 | FineMark National Bank & Trust | 10,063 | $1.33M | 0.0% | -24.9% | 0.010% | |
8/11/2025 | Heritage Wealth Advisors | 515,391 | $68.10M | 3.2% | +0.4% | 0.517% | |
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8/11/2025 | Pineridge Advisors LLC | 1,232 | $163K | 0.1% | +18.6% | 0.001% | |
8/11/2025 | HHM Wealth Advisors LLC | 493 | $65K | 0.0% | +532.1% | 0.000% | |
8/11/2025 | Wealthspire Advisors LLC | 37,832 | $5.00M | 0.0% | +6.7% | 0.038% | |
8/11/2025 | Perennial Investment Advisors LLC | 5,186 | $685K | 0.1% | -6.0% | 0.005% | |
8/11/2025 | Wescott Financial Advisory Group LLC | 214,295 | $28.32M | 2.7% | -1.1% | 0.215% | |
8/11/2025 | United Advisor Group LLC | 2,331 | $308K | 0.1% | N/A | 0.002% | |
8/11/2025 | Wittenberg Investment Management Inc. | 3,478 | $460K | 0.2% | N/A | 0.003% | |
8/11/2025 | Mosaic Family Wealth Partners LLC | 7,393 | $977K | 0.1% | +51.1% | 0.007% | |
8/11/2025 | FSA Wealth Management LLC | 110,646 | $14.62M | 4.8% | -3.2% | 0.111% | |
8/8/2025 | Rockefeller Capital Management L.P. | 151,934 | $20.08M | 0.1% | -9.3% | 0.152% | |