8/19/2025 | B. Riley Wealth Advisors Inc. | 6,840 | $632K | 0.0% | N/A | 0.011% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 85,375 | $7.88M | 1.3% | +16.8% | 0.143% | |
8/18/2025 | Tyler Stone Wealth Management | 9,242 | $853K | 0.1% | -7.4% | 0.016% | |
8/18/2025 | Geneos Wealth Management Inc. | 17,749 | $1.64M | 0.0% | +70.0% | 0.030% | |
8/18/2025 | Front Row Advisors LLC | 14,825 | $1.37M | 0.5% | -1.8% | 0.025% | |
8/15/2025 | High Falls Advisors Inc | 4,576 | $423K | 0.1% | -8.3% | 0.008% | |
8/15/2025 | Corient Private Wealth LLC | 2,419 | $223K | 0.0% | -54.9% | 0.004% | |
8/15/2025 | Captrust Financial Advisors | 19,129 | $1.77M | 0.0% | +7.8% | 0.032% | |
8/15/2025 | Snowden Capital Advisors LLC | 21,355 | $1.97M | 0.1% | +16.2% | 0.036% | |
8/15/2025 | Orion Porfolio Solutions LLC | 2,971 | $274K | 0.0% | N/A | 0.005% | |
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8/15/2025 | MML Investors Services LLC | 70,471 | $6.51M | 0.0% | +2.3% | 0.118% | |
8/15/2025 | IHT Wealth Management LLC | 4,505 | $416K | 0.0% | -4.8% | 0.008% | |
8/15/2025 | Great Valley Advisor Group Inc. | 6,882 | $636K | 0.0% | -7.2% | 0.012% | |
8/15/2025 | Bank of America Corp DE | 2,398,815 | $221.51M | 0.0% | +8.7% | 4.025% | |
8/15/2025 | Ameriprise Financial Inc. | 540,922 | $49.94M | 0.0% | -2.5% | 0.908% | |
8/14/2025 | Vista Capital Partners Inc. | 3,839 | $354K | 0.0% | -18.3% | 0.006% | |
8/14/2025 | Jane Street Group LLC | 106,432 | $9.83M | 0.0% | -62.8% | 0.179% | |
8/14/2025 | Raymond James Financial Inc. | 277,043 | $25.58M | 0.0% | +1.2% | 0.465% | |
8/14/2025 | Quantinno Capital Management LP | 10,563 | $975K | 0.0% | +6.5% | 0.018% | |
8/14/2025 | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 326,382 | $30.14M | 0.0% | +14,762.6% | 0.548% | |
8/14/2025 | NewEdge Advisors LLC | 50,193 | $4.64M | 0.0% | +0.6% | 0.084% | |
8/14/2025 | Qube Research & Technologies Ltd | 833 | $77K | 0.0% | -93.6% | 0.001% | |
8/14/2025 | Balance Wealth LLC | 14,640 | $1.35M | 0.8% | +5.0% | 0.025% | |
8/14/2025 | Cerity Partners LLC | 5,814 | $537K | 0.0% | -2.4% | 0.010% | |
8/13/2025 | Gamco Investors INC. ET AL | 6,000 | $554K | 0.0% | N/A | 0.010% | |
8/13/2025 | PGIM Custom Harvest LLC | 946,863 | $87.43M | 1.8% | -50.9% | 1.589% | |
8/13/2025 | Cresset Asset Management LLC | 78,811 | $7.28M | 0.0% | +51.6% | 0.132% | |
8/13/2025 | Marshall Wace LLP | 8,562 | $791K | 0.0% | N/A | 0.014% | |
8/13/2025 | Baird Financial Group Inc. | 16,569 | $1.53M | 0.0% | -1.7% | 0.028% | |
8/13/2025 | Sonoma Private Wealth LLC | 7,811 | $721K | 0.9% | -6.0% | 0.013% | |
8/13/2025 | Kilter Group LLC | 1,853 | $171K | 0.1% | N/A | 0.003% | |
8/13/2025 | CW Advisors LLC | 9,349 | $863K | 0.0% | +20.1% | 0.016% | |
8/13/2025 | Fisher Asset Management LLC | 2,959,499 | $273.28M | 0.1% | +0.3% | 4.966% | |
8/13/2025 | Bernardo Wealth Planning LLC | 33,946 | $3.14M | 0.7% | -1.4% | 0.057% | |
8/13/2025 | Lido Advisors LLC | 4,901 | $453K | 0.0% | +9.7% | 0.008% | |
8/13/2025 | Schroder Investment Management Group | 19,645 | $1.81M | 0.0% | +2.6% | 0.033% | |
8/13/2025 | WealthTrust Axiom LLC | 5,539 | $511K | 0.2% | -11.8% | 0.009% | |
8/13/2025 | Scotia Capital Inc. | 200,393 | $18.50M | 0.1% | -0.1% | 0.336% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 56,059 | $5.18M | 0.0% | +14.8% | 0.094% | |
8/13/2025 | Elevation Point Wealth Partners LLC | 4,140 | $382K | 0.0% | -74.7% | 0.007% | |
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8/13/2025 | Choreo LLC | 30,494 | $2.82M | 0.0% | -1.1% | 0.051% | |
8/12/2025 | J.W. Cole Advisors Inc. | 8,568 | $791K | 0.0% | +14.2% | 0.014% | |
8/12/2025 | RiverFront Investment Group LLC | 3,000 | $277K | 0.0% | N/A | 0.005% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 13,313 | $1.23M | 0.0% | +24.0% | 0.022% | |
8/12/2025 | Tableaux LLC | 34,427 | $3.18M | 0.2% | +603.6% | 0.058% | |
8/12/2025 | MAI Capital Management | 9,762 | $901K | 0.0% | +13.3% | 0.016% | |
8/12/2025 | JPMorgan Chase & Co. | 2,326,749 | $214.85M | 0.0% | -4.9% | 3.904% | |
8/11/2025 | Traub Capital Management LLC | 1,860 | $172K | 0.2% | N/A | 0.003% | |
8/11/2025 | Western Wealth Management LLC | 27,267 | $2.52M | 0.1% | -4.6% | 0.046% | |
8/8/2025 | Rockefeller Capital Management L.P. | 23,630 | $2.18M | 0.0% | -3.7% | 0.040% | |
8/8/2025 | Avantax Advisory Services Inc. | 47,853 | $4.42M | 0.0% | -3.4% | 0.080% | |
8/8/2025 | Cetera Investment Advisers | 149,234 | $13.78M | 0.0% | +0.2% | 0.250% | |
8/8/2025 | Creative Planning | 38,884 | $3.59M | 0.0% | +5.2% | 0.065% | |
8/8/2025 | Empower Advisory Group LLC | 5,948 | $549K | 0.0% | +42.4% | 0.010% | |
8/8/2025 | PNC Financial Services Group Inc. | 13,498 | $1.25M | 0.0% | +0.9% | 0.023% | |
8/8/2025 | SBI Securities Co. Ltd. | 6,285 | $580K | 0.0% | +2.7% | 0.011% | |
8/7/2025 | Vise Technologies Inc. | 3,673 | $339K | 0.0% | N/A | 0.006% | |
8/7/2025 | Addison Advisors LLC | 1,785 | $165K | 0.0% | -20.8% | 0.003% | |
8/7/2025 | Summit X LLC | 3,295 | $304K | 0.1% | -6.2% | 0.006% | |
8/7/2025 | Rollins Financial Advisors LLC | 88,090 | $8.13M | 1.3% | -10.6% | 0.148% | |
8/7/2025 | Sound View Wealth Advisors Group LLC | 3,500 | $323K | 0.0% | -22.2% | 0.006% | |
8/7/2025 | Rathbones Group PLC | 91,364 | $8.44M | 0.0% | -4.0% | 0.153% | |
8/6/2025 | Prospera Financial Services Inc | 2,700 | $249K | 0.0% | N/A | 0.005% | |
8/6/2025 | RWA Wealth Partners LLC | 5,868 | $542K | 0.0% | -4.9% | 0.010% | |
8/6/2025 | AE Wealth Management LLC | 33,229 | $3.07M | 0.0% | +4.1% | 0.056% | |
8/6/2025 | KCM Investment Advisors LLC | 4,348 | $401K | 0.0% | +56.0% | 0.007% | |
8/6/2025 | Wedbush Securities Inc. | 3,070 | $283K | 0.0% | N/A | 0.005% | |
8/6/2025 | Mascagni Wealth Management Inc. | 2,179 | $201K | 0.2% | N/A | 0.004% | |
8/6/2025 | Flagship Private Wealth LLC | 50,808 | $4.69M | 2.0% | +1.3% | 0.085% | |
8/6/2025 | Golden State Wealth Management LLC | 1,221 | $113K | 0.0% | -18.8% | 0.002% | |
8/6/2025 | Summit Wealth Group LLC | 96,769 | $8.94M | 2.3% | +1.0% | 0.162% | |
8/6/2025 | Able Wealth Management LLC | 11,972 | $1.11M | 0.6% | -16.1% | 0.020% | |
8/6/2025 | Atlantic Union Bankshares Corp | 27,701 | $2.56M | 0.1% | N/A | 0.046% | |
8/6/2025 | Stonebridge Financial Planning Group LLC | 9,650 | $891K | 0.4% | -5.9% | 0.016% | |
8/6/2025 | Moors & Cabot Inc. | 2,445 | $226K | 0.0% | N/A | 0.004% | |
8/5/2025 | Key Financial Inc | 2,272 | $210K | 0.0% | -6.8% | 0.004% | |
8/5/2025 | Freestone Capital Holdings LLC | 22,216 | $2.05M | 0.1% | -8.9% | 0.037% | |
8/5/2025 | Bank of Montreal Can | 81,963 | $7.57M | 0.0% | -2.6% | 0.138% | |
8/5/2025 | W.G. Shaheen & Associates DBA Whitney & Co | 2,500 | $231K | 0.0% | N/A | 0.004% | |
8/5/2025 | Sigma Planning Corp | 8,511 | $786K | 0.0% | -3.4% | 0.014% | |
8/5/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 16,652 | $1.54M | 0.1% | -8.8% | 0.028% | |
8/4/2025 | Pinnacle Associates Ltd. | 30,545 | $2.82M | 0.0% | -0.5% | 0.051% | |
8/4/2025 | Savvy Advisors Inc. | 2,444 | $226K | 0.0% | -24.4% | 0.004% | |
8/4/2025 | Assetmark Inc. | 834 | $77K | 0.0% | -13.4% | 0.001% | |
8/4/2025 | Spire Wealth Management | 7,603 | $702K | 0.0% | -21.0% | 0.013% | |
8/4/2025 | Arkadios Wealth Advisors | 5,549 | $512K | 0.0% | N/A | 0.009% | |
8/4/2025 | World Investment Advisors | 84,181 | $7.77M | 0.2% | N/A | 0.141% | |
8/1/2025 | Koss Olinger Consulting LLC | 16,157 | $1.49M | 0.1% | -5.8% | 0.027% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 16,790 | $1.55M | 0.1% | +7.1% | 0.028% | |
8/1/2025 | Envestnet Asset Management Inc. | 168,601 | $15.57M | 0.0% | -31.0% | 0.283% | |
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7/31/2025 | Wealthfront Advisers LLC | 60,299 | $5.57M | 0.0% | -3.0% | 0.101% | |
7/31/2025 | Brighton Jones LLC | 3,222 | $298K | 0.0% | -26.7% | 0.005% | |
7/31/2025 | Burke & Herbert Bank & Trust Co. | 24,328 | $2.25M | 0.5% | -0.8% | 0.041% | |
7/31/2025 | Cardinal Point Capital Management ULC | 2,600 | $239K | 0.0% | N/A | 0.004% | |
7/31/2025 | Carnegie Investment Counsel | 22,343 | $2.06M | 0.0% | -1.8% | 0.037% | |
7/30/2025 | Clifford Swan Investment Counsel LLC | 2,427 | $224K | 0.0% | N/A | 0.004% | |
7/30/2025 | Caliber Wealth Management LLC KS | 14,207 | $1.31M | 0.1% | -2.6% | 0.024% | |
7/30/2025 | Patten Group Inc. | 22,790 | $2.10M | 0.4% | -18.8% | 0.038% | |
7/30/2025 | Brookstone Capital Management | 7,077 | $654K | 0.0% | +35.7% | 0.012% | |
7/29/2025 | FLC Capital Advisors | 2,208 | $204K | 0.0% | N/A | 0.004% | |