8/18/2025 | N.E.W. Advisory Services LLC | 8,015 | $567K | 0.1% | -90.3% | 0.007% | |
8/18/2025 | Geneos Wealth Management Inc. | 26,047 | $1.84M | 0.0% | +2.7% | 0.023% | |
8/15/2025 | Equitable Holdings Inc. | 69,849 | $4.94M | 0.0% | +206.5% | 0.063% | |
8/15/2025 | Captrust Financial Advisors | 12,492 | $884K | 0.0% | +16.3% | 0.011% | |
8/15/2025 | MML Investors Services LLC | 1,358,561 | $96.15M | 0.3% | +887.6% | 1.224% | |
8/15/2025 | IHT Wealth Management LLC | 49,543 | $3.51M | 0.1% | N/A | 0.045% | |
8/15/2025 | Great Valley Advisor Group Inc. | 705,238 | $49.91M | 1.1% | +10.1% | 0.635% | |
8/15/2025 | Garden State Investment Advisory Services LLC | 60,587 | $4.29M | 1.1% | -2.7% | 0.055% | |
8/15/2025 | EP Wealth Advisors LLC | 249,433 | $17.65M | 0.1% | N/A | 0.225% | |
8/15/2025 | Bank of America Corp DE | 8,210 | $581K | 0.0% | -81.4% | 0.007% | |
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8/15/2025 | Ameriprise Financial Inc. | 3,729 | $264K | 0.0% | -9.2% | 0.003% | |
8/14/2025 | Jane Street Group LLC | 70,117 | $4.96M | 0.0% | -79.9% | 0.063% | |
8/14/2025 | Raymond James Financial Inc. | 595,665 | $42.16M | 0.0% | +24.2% | 0.537% | |
8/14/2025 | Banco de Sabadell S.A | 659 | $47K | 0.0% | N/A | 0.001% | |
8/14/2025 | Cary Street Partners Financial LLC | 4,858 | $344K | 0.0% | N/A | 0.004% | |
8/13/2025 | Cary Street Partners Investment Advisory LLC | 2,869 | $203K | 0.1% | N/A | 0.003% | |
8/13/2025 | StoneX Group Inc. | 7,059 | $500K | 0.0% | +10.4% | 0.006% | |
8/13/2025 | Gateway Wealth Partners LLC | 4,733 | $335K | 0.1% | -18.9% | 0.004% | |
8/13/2025 | Level Four Advisory Services LLC | 450,142 | $31.86M | 1.2% | +3.0% | 0.406% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 263,095 | $18.62M | 0.0% | +22.7% | 0.237% | |
8/13/2025 | Stevens Capital Partners | 5,286 | $372K | 0.1% | N/A | 0.005% | |
8/13/2025 | Mayfair Advisory Group LLC | 3,373 | $241K | 0.1% | N/A | 0.003% | |
8/12/2025 | J.W. Cole Advisors Inc. | 5,876 | $416K | 0.0% | -7.7% | 0.005% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 7,833 | $554K | 0.0% | +335.2% | 0.007% | |
8/12/2025 | CreativeOne Wealth LLC | 29,948 | $2.12M | 0.1% | +26.5% | 0.027% | |
8/12/2025 | Global Retirement Partners LLC | 34,077 | $2.41M | 0.1% | N/A | 0.031% | |
8/12/2025 | Vestor Capital LLC | 601 | $43K | 0.0% | -99.8% | 0.001% | |
8/12/2025 | Franklin Resources Inc. | 4,022 | $285K | 0.0% | +172.7% | 0.004% | |
8/12/2025 | MAI Capital Management | 967 | $68K | 0.0% | +18.5% | 0.001% | |
8/12/2025 | JPMorgan Chase & Co. | 59,920,846 | $4.24B | 0.3% | -3.7% | 53.992% | |
8/11/2025 | Intrepid Financial Planning Group LLC | 20,151 | $1.43M | 0.6% | +1.7% | 0.018% | |
8/11/2025 | Semus Wealth Partners LLC | 3,795 | $269K | 0.2% | +18.6% | 0.003% | |
8/11/2025 | Purus Wealth Management LLC | 29,718 | $2.10M | 0.7% | +2.4% | 0.027% | |
8/11/2025 | United Advisor Group LLC | 3,688 | $261K | 0.0% | -10.2% | 0.003% | |
8/8/2025 | Rockefeller Capital Management L.P. | 278,844 | $19.73M | 0.0% | +5.8% | 0.252% | |
8/8/2025 | Kingsview Wealth Management LLC | 77,167 | $5.46M | 0.1% | +1,425.9% | 0.070% | |
8/8/2025 | Avantax Advisory Services Inc. | 139,399 | $9.87M | 0.1% | +1,495.9% | 0.126% | |
8/8/2025 | Cetera Investment Advisers | 856,804 | $60.64M | 0.1% | +8.5% | 0.776% | |
8/8/2025 | Meridian Wealth Management LLC | 7,016 | $497K | 0.0% | +3.1% | 0.006% | |
8/8/2025 | Ignite Planners LLC | 27,473 | $1.92M | 0.3% | N/A | 0.025% | |
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8/8/2025 | Phoenix Wealth Advisors | 5,995 | $424K | 0.2% | N/A | 0.005% | |
8/8/2025 | Francis Financial Inc. | 326,329 | $23.09M | 5.3% | +7.8% | 0.295% | |
8/8/2025 | Kaizen Financial Strategies | 66,401 | $4.70M | 2.4% | +25.6% | 0.060% | |
8/8/2025 | Advyzon Investment Management LLC | 3,207 | $227K | 0.1% | N/A | 0.003% | |
8/8/2025 | Tiemann Investment Advisors LLC | 7,115 | $504K | 0.2% | +77.2% | 0.006% | |
8/7/2025 | Hughes Financial Services LLC | 781,048 | $54.95M | 9.4% | +6.5% | 0.707% | |
8/6/2025 | Vestmark Advisory Solutions Inc. | 1,001,264 | $70.86M | 1.0% | +194.9% | 0.906% | |
8/6/2025 | Walkner Condon Financial Advisors LLC | 6,585 | $466K | 0.1% | -12.2% | 0.006% | |
8/6/2025 | Commonwealth Equity Services LLC | 1,413,400 | $100.03M | 0.1% | +3.6% | 1.279% | |
8/6/2025 | Convergence Financial LLC | 56,005 | $3.96M | 0.7% | N/A | 0.051% | |
8/6/2025 | First Horizon Advisors Inc. | 137,418 | $9.73M | 0.3% | -4.7% | 0.124% | |
8/5/2025 | Bank of New York Mellon Corp | 1,087,220 | $76.94M | 0.0% | +0.6% | 0.984% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 40,017 | $2.83M | 0.2% | -3.6% | 0.036% | |
8/4/2025 | Creekmur Asset Management LLC | 479 | $34K | 0.0% | N/A | 0.000% | |
8/4/2025 | IFG Advisory LLC | 4,700 | $333K | 0.0% | +4.8% | 0.004% | |
8/4/2025 | Atria Investments Inc | 6,083 | $430K | 0.0% | N/A | 0.006% | |
8/4/2025 | Assetmark Inc. | 1,704,525 | $120.63M | 0.3% | +12.7% | 1.543% | |
8/4/2025 | Daymark Wealth Partners LLC | 17,255 | $1.22M | 0.0% | N/A | 0.016% | |
8/1/2025 | Planning Directions Inc. | 12,130 | $858K | 0.5% | N/A | 0.011% | |
8/1/2025 | Logan Capital Management Inc. | 370 | $26K | 0.0% | N/A | 0.000% | |
8/1/2025 | Envestnet Asset Management Inc. | 2,061,888 | $145.92M | 0.0% | +183.9% | 1.866% | |
7/31/2025 | Conservest Capital Advisors Inc. | 868,178 | $61.44M | 6.1% | -0.8% | 0.786% | |
7/31/2025 | Whipplewood Advisors LLC | 3,345 | $237K | 0.1% | +7,171.7% | 0.003% | |
7/31/2025 | MN Wealth Advisors LLC | 105,407 | $7.46M | 4.3% | +19.1% | 0.095% | |
7/31/2025 | West Michigan Advisors LLC | 64,506 | $4.57M | 1.3% | +0.4% | 0.058% | |
7/30/2025 | Parcion Private Wealth LLC | 26,473 | $1.87M | 0.1% | -1.1% | 0.024% | |
7/30/2025 | TFB Advisors LLC | 20,582 | $1.46M | 0.4% | +25.9% | 0.019% | |
7/30/2025 | Lionsbridge Wealth Management LLC | 14,462 | $1.02M | 1.0% | N/A | 0.013% | |
7/30/2025 | Bogart Wealth LLC | 1,621,384 | $114.75M | 4.9% | +107.5% | 1.468% | |
7/30/2025 | WBH Advisory Inc. | 24,584 | $1.74M | 0.1% | N/A | 0.022% | |
7/29/2025 | Private Trust Co. NA | 5,788 | $410K | 0.0% | +23.7% | 0.005% | |
7/29/2025 | Smithbridge Asset Management Inc. DE | 118,890 | $8.41M | 1.5% | +3.4% | 0.108% | |
7/28/2025 | ForthRight Wealth Management LLC | 78,919 | $5.59M | 1.7% | N/A | 0.071% | |
7/28/2025 | WealthPlan Investment Management LLC | 33,652 | $2.38M | 0.2% | N/A | 0.030% | |
7/28/2025 | Mutual Advisors LLC | 28,341 | $2.03M | 0.1% | +4.1% | 0.026% | |
7/28/2025 | Sagespring Wealth Partners LLC | 1,165,969 | $82.52M | 0.8% | +7.3% | 1.055% | |
7/28/2025 | Axxcess Wealth Management LLC | 6,037 | $427K | 0.0% | N/A | 0.005% | |
7/28/2025 | Cutler Investment Counsel LLC | 419,687 | $29.70M | 3.3% | +8.4% | 0.380% | |
7/25/2025 | Northwest Capital Management Inc | 7,751 | $549K | 0.3% | -4.2% | 0.007% | |
7/25/2025 | NorthRock Partners LLC | 1,515 | $107K | 0.0% | +299.7% | 0.001% | |
7/25/2025 | Atria Wealth Solutions Inc. | 2,871 | $203K | 0.0% | -65.4% | 0.003% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 5,992 | $424K | 0.0% | -59.6% | 0.005% | |
7/25/2025 | CWM LLC | 1,411,110 | $99.86M | 0.4% | +30.0% | 1.277% | |
7/25/2025 | Concurrent Investment Advisors LLC | 4,126 | $291K | 0.0% | N/A | 0.004% | |
7/24/2025 | Financial Connections Group Inc. | 80,133 | $5.67M | 2.3% | +61.4% | 0.073% | |
7/24/2025 | Eastern Bank | 572,196 | $40.49M | 0.8% | N/A | 0.518% | |
7/24/2025 | Bryant Woods Investment Advisors LLC | 102,131 | $7.23M | 3.1% | +47.5% | 0.092% | |
7/24/2025 | Blue Trust Inc. | 421 | $30K | 0.0% | N/A | 0.000% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 16,816 | $1.19M | 0.1% | +8.5% | 0.015% | |
7/24/2025 | Galvin Gaustad & Stein LLC | 48,867 | $3.46M | 0.3% | +55.3% | 0.044% | |
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7/24/2025 | 3Chopt Investment Partners LLC | 12,460 | $882K | 0.2% | +47.0% | 0.011% | |
7/24/2025 | Etesian Wealth Advisors Inc. | 78,431 | $5.55M | 2.1% | +25.7% | 0.071% | |
7/24/2025 | IFP Advisors Inc | 8,780 | $621K | 0.0% | +52.6% | 0.008% | |
7/24/2025 | Leo Wealth LLC | 290,730 | $20.60M | 1.6% | +46.7% | 0.263% | |
7/24/2025 | Lokken Investment Group LLC | 34,766 | $2.46M | 0.9% | +2.0% | 0.031% | |
7/23/2025 | Ignite Planners LLC | 27,475 | $1.92M | 0.3% | N/A | 0.025% | |
7/23/2025 | Sax Wealth Advisors LLC | 214,045 | $15.15M | 0.9% | +38.2% | 0.194% | |
7/23/2025 | Bellevue Asset Management LLC | 60,864 | $4.31M | 2.1% | -1.2% | 0.055% | |
7/23/2025 | New England Professional Planning Group Inc. | 768,955 | $54.42M | 24.8% | -0.1% | 0.696% | |
7/22/2025 | Cedar Mountain Advisors LLC | 630 | $45K | 0.0% | N/A | 0.001% | |