10/3/2025 | First Citizens Financial Corp | 96,390 | $5.66M | 2.8% | -0.4% | 0.201% | |
10/3/2025 | Dentgroup LLC | 18,951 | $1.11M | 0.7% | -6.8% | 0.040% | |
9/26/2025 | Corient Private Wealth LLC | 40,180 | $2.27M | 0.0% | +263.0% | 0.081% | |
9/25/2025 | CacheTech Inc. | 51,914 | $2.93M | 0.5% | -59.8% | 0.104% | |
9/22/2025 | Caldwell Trust Co | 2,720 | $154K | 0.0% | N/A | 0.005% | |
9/11/2025 | Milestones Private Investment Advisors LLC | 5,115 | $289K | 0.2% | N/A | 0.010% | |
9/9/2025 | NWF Advisory Services Inc. | 29,864 | $1.69M | 0.2% | +4.3% | 0.060% | |
9/4/2025 | Osaic Holdings Inc. | 421,350 | $23.81M | 0.0% | +12.6% | 0.847% | |
8/26/2025 | Thrivent Financial for Lutherans | 49,980 | $2.82M | 0.0% | -62.8% | 0.100% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 4,674 | $264K | 0.0% | N/A | 0.009% | |
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8/19/2025 | Newbridge Financial Services Group Inc. | 1,000 | $56K | 0.0% | N/A | 0.002% | |
8/19/2025 | Advisory Services Network LLC | 16,620 | $912K | 0.0% | -77.8% | 0.033% | |
8/18/2025 | Geneos Wealth Management Inc. | 12,559 | $709K | 0.0% | +69.9% | 0.025% | |
8/18/2025 | Front Row Advisors LLC | 2,458 | $139K | 0.0% | -19.9% | 0.005% | |
8/16/2025 | Headlands Technologies LLC | 1,291 | $73K | 0.0% | -14.9% | 0.003% | |
8/15/2025 | Tower Research Capital LLC TRC | 10,716 | $605K | 0.0% | -71.0% | 0.022% | |
8/15/2025 | Corient Private Wealth LLC | 40,180 | $2.27M | 0.0% | +263.0% | 0.081% | |
8/15/2025 | Equitable Holdings Inc. | 74,817 | $4.23M | 0.0% | +24.5% | 0.150% | |
8/15/2025 | Captrust Financial Advisors | 24,519 | $1.39M | 0.0% | -5.9% | 0.049% | |
8/15/2025 | Redwood Financial Network Corp | 5,106 | $288K | 0.2% | +5.2% | 0.010% | |
8/15/2025 | MML Investors Services LLC | 63,020 | $3.56M | 0.0% | -18.4% | 0.127% | |
8/15/2025 | IHT Wealth Management LLC | 10,189 | $575K | 0.0% | +145.0% | 0.020% | |
8/15/2025 | Great Valley Advisor Group Inc. | 15,954 | $901K | 0.0% | -7.7% | 0.032% | |
8/15/2025 | EP Wealth Advisors LLC | 9,384 | $530K | 0.0% | +7.4% | 0.019% | |
8/15/2025 | BNP Paribas Financial Markets | 1,191 | $67K | 0.0% | -97.8% | 0.002% | |
8/15/2025 | BTG Pactual Asset Management US LLC | 2,475 | $140K | 0.0% | N/A | 0.005% | |
8/15/2025 | Bank of America Corp DE | 1,676,110 | $94.67M | 0.0% | -2.2% | 3.369% | |
8/15/2025 | Ameriprise Financial Inc. | 356,391 | $20.13M | 0.0% | +15.6% | 0.716% | |
8/14/2025 | Jane Street Group LLC | 5,851 | $330K | 0.0% | -31.5% | 0.012% | |
8/14/2025 | Raymond James Financial Inc. | 698,391 | $39.45M | 0.0% | -7.9% | 1.404% | |
8/14/2025 | Quantinno Capital Management LP | 12,556 | $709K | 0.0% | -16.9% | 0.025% | |
8/14/2025 | Pingora Partners LLC | 4,920 | $278K | 0.2% | +189.4% | 0.010% | |
8/14/2025 | Peapack Gladstone Financial Corp | 124,531 | $7.03M | 0.1% | -1.3% | 0.250% | |
8/14/2025 | Vivaldi Capital Management LP | 13,762 | $777K | 0.1% | -48.0% | 0.028% | |
8/14/2025 | Glenview Trust co | 21,509 | $1.22M | 0.0% | -36.4% | 0.043% | |
8/14/2025 | NewEdge Advisors LLC | 19,522 | $1.10M | 0.0% | -18.2% | 0.039% | |
8/14/2025 | Qube Research & Technologies Ltd | 26,013 | $1.47M | 0.0% | +311.6% | 0.052% | |
8/14/2025 | Cary Street Partners Financial LLC | 7,887 | $445K | 0.0% | +24.8% | 0.016% | |
8/14/2025 | Cerity Partners LLC | 17,500 | $988K | 0.0% | +5.5% | 0.035% | |
8/13/2025 | PGIM Custom Harvest LLC | 675,718 | $38.17M | 0.8% | -29.4% | 1.358% | |
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8/13/2025 | StoneX Group Inc. | 4,638 | $262K | 0.0% | N/A | 0.009% | |
8/13/2025 | Cresset Asset Management LLC | 10,633 | $601K | 0.0% | -9.0% | 0.021% | |
8/13/2025 | Royal Fund Management LLC | 21,445 | $1.21M | 0.1% | -16.8% | 0.043% | |
8/13/2025 | Baird Financial Group Inc. | 20,387 | $1.15M | 0.0% | -17.3% | 0.041% | |
8/13/2025 | EverSource Wealth Advisors LLC | 748 | $42K | 0.0% | -44.0% | 0.002% | |
8/13/2025 | CW Advisors LLC | 45,116 | $2.55M | 0.0% | +25.6% | 0.091% | |
8/13/2025 | WCG Wealth Advisors LLC | 14,855 | $839K | 0.1% | +2.9% | 0.030% | |
8/13/2025 | M&T Bank Corp | 4,627 | $261K | 0.0% | -8.3% | 0.009% | |
8/13/2025 | Smith Moore & CO. | 14,830 | $838K | 0.1% | +4.5% | 0.030% | |
8/13/2025 | VestGen Advisors LLC | 86,658 | $4.85M | 0.2% | -13.5% | 0.174% | |
8/13/2025 | Lido Advisors LLC | 29,449 | $1.66M | 0.0% | -7.5% | 0.059% | |
8/13/2025 | Scotia Capital Inc. | 19,618 | $1.11M | 0.0% | +2.7% | 0.039% | |
8/13/2025 | Hsbc Holdings PLC | 124,250 | $7.02M | 0.0% | +488.3% | 0.250% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,129,283 | $63.78M | 0.0% | -22.7% | 2.270% | |
8/13/2025 | Choreo LLC | 16,168 | $913K | 0.0% | -16.9% | 0.032% | |
8/12/2025 | J.W. Cole Advisors Inc. | 39,374 | $2.22M | 0.0% | +247.6% | 0.079% | |
8/12/2025 | Laurel Wealth Advisors LLC | 1,947,096 | $109.97M | 0.1% | +6,342.2% | 3.914% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 117,733 | $6.65M | 0.1% | +51.1% | 0.237% | |
8/12/2025 | Insigneo Advisory Services LLC | 4,451 | $251K | 0.0% | +35.0% | 0.009% | |
8/12/2025 | CreativeOne Wealth LLC | 5,738 | $324K | 0.0% | -29.9% | 0.012% | |
8/12/2025 | Pettyjohn Wood & White Inc. | 75,075 | $4.24M | 0.8% | -0.8% | 0.151% | |
8/12/2025 | Franklin Resources Inc. | 1,675 | $95K | 0.0% | -72.7% | 0.003% | |
8/12/2025 | JPMorgan Chase & Co. | 116,155 | $6.56M | 0.0% | -29.4% | 0.233% | |
8/12/2025 | Bank Julius Baer & Co. Ltd Zurich | 3,144 | $178K | 0.0% | -10.0% | 0.006% | |
8/12/2025 | Winnow Wealth LLC | 1,940 | $110K | 0.1% | N/A | 0.004% | |
8/12/2025 | Weaver Consulting Group | 7,110 | $402K | 0.1% | -12.3% | 0.014% | |
8/11/2025 | TD Waterhouse Canada Inc. | 23,610 | $1.35M | 0.0% | -3.1% | 0.049% | |
8/11/2025 | Heritage Wealth Advisors | 11,674 | $659K | 0.0% | +13.3% | 0.024% | |
8/11/2025 | Wealthspire Advisors LLC | 8,420 | $476K | 0.0% | +3.2% | 0.018% | |
8/11/2025 | Lighthouse Financial LLC | 55,224 | $3.12M | 2.4% | +1.4% | 0.115% | |
8/8/2025 | Rockefeller Capital Management L.P. | 23,679 | $1.34M | 0.0% | -2.6% | 0.049% | |
8/8/2025 | Cetera Investment Advisers | 165,639 | $9.36M | 0.0% | -11.5% | 0.344% | |
8/8/2025 | Creative Planning | 51,802 | $2.93M | 0.0% | +7.4% | 0.108% | |
8/8/2025 | Bailard Inc. | 5,505 | $311K | 0.0% | +6.9% | 0.011% | |
8/8/2025 | PNC Financial Services Group Inc. | 56,149 | $3.17M | 0.0% | -1.1% | 0.117% | |
8/7/2025 | CENTRAL TRUST Co | 960 | $54K | 0.0% | +108.7% | 0.002% | |
8/7/2025 | Blackston Financial Advisory Group LLC | 8,501 | $480K | 0.2% | -7.5% | 0.018% | |
8/7/2025 | Summit X LLC | 5,228 | $295K | 0.1% | -5.7% | 0.011% | |
8/7/2025 | Midwest Trust Co | 5,076 | $287K | 0.0% | N/A | 0.011% | |
8/7/2025 | HC Advisors LLC | 70,257 | $3.97M | 2.8% | +3.0% | 0.146% | |
8/6/2025 | Summit Wealth Group LLC | 5,579 | $315K | 0.1% | N/A | 0.012% | |
8/6/2025 | Ethos Financial Group LLC | 48,578 | $2.74M | 0.2% | -5.3% | 0.101% | |
8/6/2025 | Atlantic Union Bankshares Corp | 5,485 | $310K | 0.0% | N/A | 0.011% | |
8/6/2025 | First Horizon Advisors Inc. | 1,756 | $99K | 0.0% | +31.0% | 0.004% | |
8/6/2025 | Simmons Bank | 22,042 | $1.25M | 0.1% | -3.2% | 0.046% | |
8/5/2025 | Arrowroot Family Office LLC | 6,799 | $384K | 0.2% | N/A | 0.014% | |
8/5/2025 | Claro Advisors LLC | 11,489 | $649K | 0.1% | N/A | 0.024% | |
8/5/2025 | Sheridan Capital Management LLC | 44,442 | $2.51M | 1.7% | -4.9% | 0.092% | |
8/5/2025 | Huntington National Bank | 8,337 | $471K | 0.0% | -10.1% | 0.017% | |
8/5/2025 | Continuum Wealth Advisors LLC | 6,335 | $358K | 0.2% | -4.9% | 0.013% | |
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8/5/2025 | Bank of Montreal Can | 95,824 | $5.41M | 0.0% | +7.7% | 0.199% | |
8/5/2025 | Sigma Planning Corp | 14,846 | $838K | 0.0% | -26.6% | 0.031% | |
8/4/2025 | Kovack Advisors Inc. | 14,067 | $795K | 0.1% | -10.0% | 0.029% | |
8/4/2025 | Tradewinds LLC. | 29,020 | $1.64M | 1.2% | N/A | 0.060% | |
8/4/2025 | IFG Advisory LLC | 17,283 | $976K | 0.0% | -5.6% | 0.036% | |
8/4/2025 | Pinnacle Associates Ltd. | 17,606 | $994K | 0.0% | +32.3% | 0.037% | |
8/4/2025 | Assetmark Inc. | 734 | $41K | 0.0% | +98.4% | 0.002% | |
8/4/2025 | Spire Wealth Management | 5,019 | $283K | 0.0% | -20.0% | 0.010% | |
8/4/2025 | Arkadios Wealth Advisors | 22,756 | $1.29M | 0.0% | +9.2% | 0.047% | |
8/1/2025 | Corrado Advisors LLC | 22,812 | $1.29M | 0.8% | +6.1% | 0.047% | |