9/4/2025 | Osaic Holdings Inc. | 58,877 | $3.32M | 0.0% | -19.8% | 1.015% | |
8/18/2025 | Tactive Advisors LLC | 24,100 | $1.36M | 0.4% | N/A | 0.416% | |
8/15/2025 | Corient Private Wealth LLC | 145,717 | $8.22M | 0.0% | +1.9% | 2.512% | |
8/15/2025 | Bank of America Corp DE | 212,015 | $11.96M | 0.0% | +8.5% | 3.655% | |
8/15/2025 | Ameriprise Financial Inc. | 96,362 | $5.44M | 0.0% | +4.1% | 1.661% | |
8/14/2025 | Jane Street Group LLC | 13,669 | $771K | 0.0% | -57.1% | 0.236% | |
8/14/2025 | Raymond James Financial Inc. | 91,511 | $5.16M | 0.0% | +0.8% | 1.578% | |
8/14/2025 | Potentia Wealth | 10,173 | $574K | 0.3% | +3.6% | 0.175% | |
8/14/2025 | Cerity Partners LLC | 147,969 | $8.35M | 0.0% | -2.5% | 2.551% | |
8/13/2025 | Avestar Capital LLC | 66,980 | $3.78M | 0.3% | +27.7% | 1.155% | |
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8/13/2025 | Marshall Wace LLP | 87,740 | $4.95M | 0.0% | +1,848.5% | 1.513% | |
8/13/2025 | CW Advisors LLC | 77,281 | $4.36M | 0.0% | N/A | 1.332% | |
8/13/2025 | Wealthedge Investment Advisors LLC | 11,469 | $647K | 0.3% | -43.2% | 0.198% | |
8/12/2025 | Barnes Pettey Financial Advisors LLC | 8,056 | $454K | 0.3% | +3.1% | 0.139% | |
8/12/2025 | Segall Bryant & Hamill LLC | 139,560 | $7.87M | 0.1% | -1.9% | 2.406% | |
8/12/2025 | JPMorgan Chase & Co. | 90,615 | $5.11M | 0.0% | +19.9% | 1.562% | |
8/11/2025 | Wealthspire Advisors LLC | 4,333 | $244K | 0.0% | -15.5% | 0.072% | |
8/8/2025 | Kingsview Wealth Management LLC | 35,790 | $2.02M | 0.0% | +7.3% | 0.597% | |
8/8/2025 | Avantax Advisory Services Inc. | 211,192 | $11.91M | 0.1% | +8.9% | 3.520% | |
8/8/2025 | Cetera Investment Advisers | 17,823 | $1.01M | 0.0% | -24.5% | 0.297% | |
8/8/2025 | L & S Advisors Inc | 8,409 | $474K | 0.0% | +17.2% | 0.140% | |
8/8/2025 | Tiemann Investment Advisors LLC | 35,942 | $2.03M | 0.8% | +2.9% | 0.599% | |
8/7/2025 | 49 Wealth Management LLC | 5,863 | $331K | 0.0% | -62.6% | 0.098% | |
8/7/2025 | Allworth Financial LP | 17,487 | $986K | 0.0% | +1.2% | 0.291% | |
8/6/2025 | Walkner Condon Financial Advisors LLC | 3,754 | $212K | 0.0% | -19.4% | 0.063% | |
8/6/2025 | First Horizon Advisors Inc. | 103,228 | $5.82M | 0.2% | +6.1% | 1.720% | |
8/5/2025 | Strategic Financial Concepts LLC | 4,293 | $242K | 0.0% | -83.1% | 0.072% | |
8/4/2025 | Linscomb Wealth Inc. | 142,867 | $8.06M | 0.4% | -4.4% | 2.381% | |
8/4/2025 | Amplius Wealth Advisors LLC | 123,726 | $6.98M | 0.6% | -1.3% | 2.062% | |
8/4/2025 | Daymark Wealth Partners LLC | 8,054 | $454K | 0.0% | -20.8% | 0.134% | |
8/1/2025 | Cedar Point Capital Partners LLC | 28,133 | $1.59M | 1.1% | +7.4% | 0.469% | |
8/1/2025 | SYM FINANCIAL Corp | 1,539 | $87K | 0.0% | -34.3% | 0.026% | |
8/1/2025 | Envestnet Asset Management Inc. | 8,036 | $453K | 0.0% | -53.3% | 0.134% | |
7/31/2025 | MN Wealth Advisors LLC | 4,129 | $233K | 0.1% | -9.4% | 0.069% | |
7/29/2025 | BKM Wealth Management LLC | 18,843 | $1.06M | 0.4% | -12.2% | 0.314% | |
7/29/2025 | SAM Advisors LLC | 191,113 | $10.78M | 3.7% | +2.9% | 3.185% | |
7/29/2025 | Harbor Asset Planning Inc. | 2,377 | $134K | 0.1% | N/A | 0.040% | |
7/25/2025 | RHS Financial LLC | 54,997 | $3.10M | 1.8% | -20.6% | 0.917% | |
7/24/2025 | 3Chopt Investment Partners LLC | 4,147 | $234K | 0.1% | +4,047.0% | 0.069% | |
7/24/2025 | Edge Financial Advisors LLC | 18,351 | $1.04M | 0.5% | -8.6% | 0.306% | |
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7/23/2025 | Slow Capital Inc. | 3,902 | $220K | 0.0% | -8.7% | 0.065% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 173,935 | $9.81M | 0.1% | -28.4% | 2.899% | |
7/22/2025 | Berger Financial Group Inc | 64,860 | $3.66M | 0.2% | +2.0% | 1.081% | |
7/22/2025 | Accel Wealth Management | 15,989 | $902K | 0.3% | +3.5% | 0.266% | |
7/18/2025 | Truist Financial Corp | 3,921 | $221K | 0.0% | -4.9% | 0.065% | |
7/17/2025 | KWB Wealth | 152,838 | $8.06M | 0.9% | +1.5% | 2.547% | |
7/15/2025 | Signet Financial Management LLC | 15,489 | $874K | 0.1% | +23.0% | 0.258% | |
7/15/2025 | RVW Wealth LLC | 3,779 | $213K | 0.0% | N/A | 0.063% | |
7/15/2025 | Kelly Financial Group LLC | 11,286 | $637K | 0.1% | +33.5% | 0.188% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 13,980 | $800K | 0.0% | +5.4% | 0.233% | |
7/10/2025 | Sharkey Howes & Javer | 40,712 | $2.30M | 0.3% | +51.0% | 0.679% | |
7/10/2025 | Focus Financial Network Inc. | 24,906 | $1.41M | 0.1% | +2.9% | 0.415% | |
7/10/2025 | Sovran Advisors LLC | 61,564 | $3.48M | 0.4% | -16.7% | 1.026% | |
7/8/2025 | Richard P Slaughter Associates Inc | 4,341 | $245K | 0.0% | -63.7% | 0.072% | |
6/6/2025 | Blue Oak Capital LLC | 7,435 | $392K | 0.2% | +18.6% | 0.124% | |
5/27/2025 | Jacobi Capital Management LLC | 37,074 | $1.96M | 0.1% | +14.2% | 0.618% | |
5/20/2025 | Focus Partners Wealth | 122,995 | $6.48M | 0.0% | +2.6% | 2.050% | |
5/19/2025 | Jane Street Group LLC | 31,837 | $1.68M | 0.0% | -44.4% | 0.531% | |
5/16/2025 | Jones Financial Companies Lllp | 20,842 | $1.10M | 0.0% | -17.5% | 0.347% | |
5/16/2025 | NewEdge Advisors LLC | 685 | $36K | 0.0% | -42.0% | 0.011% | |
5/16/2025 | Integrated Wealth Concepts LLC | 29,694 | $1.57M | 0.0% | +6.5% | 0.495% | |
5/15/2025 | Royal Bank of Canada | 25,377 | $1.34M | 0.0% | +6.1% | 0.423% | |
5/15/2025 | OLD Mission Capital LLC | 345,021 | $18.19M | 0.2% | +47.9% | 5.750% | |
5/14/2025 | CreativeOne Wealth LLC | 4,789 | $252K | 0.0% | -30.7% | 0.080% | |
5/14/2025 | Cadence Bank | 4,093 | $216K | 0.0% | -14.1% | 0.068% | |
5/14/2025 | Cedar Point Capital Partners LLC | 26,201 | $1.38M | 0.9% | +2.6% | 0.437% | |
5/14/2025 | Tiemann Investment Advisors LLC | 34,917 | $1.84M | 0.8% | +1.3% | 0.582% | |
5/13/2025 | Raymond James Financial Inc. | 90,775 | $4.79M | 0.0% | -0.5% | 1.513% | |
5/13/2025 | Wealthedge Investment Advisors LLC | 20,205 | $1.07M | 0.5% | -25.0% | 0.337% | |
5/13/2025 | American Money Management LLC | 188,972 | $9.96M | 1.9% | +3.7% | 3.150% | |
5/12/2025 | Linscomb Wealth Inc. | 149,415 | $7.88M | 0.4% | -3.6% | 2.490% | |
5/12/2025 | Berger Financial Group Inc | 63,616 | $3.35M | 0.2% | +6.3% | 1.060% | |
5/12/2025 | Townsquare Capital LLC | 17,452 | $920K | 0.0% | -9.3% | 0.291% | |
5/12/2025 | Potentia Wealth | 9,815 | $517K | 0.2% | +90.4% | 0.164% | |
5/9/2025 | Wealthspire Advisors LLC | 5,125 | $270K | 0.0% | -59.7% | 0.085% | |
5/9/2025 | L & S Advisors Inc | 7,175 | $378K | 0.0% | +10.2% | 0.120% | |
5/7/2025 | LPL Financial LLC | 299,036 | $15.77M | 0.0% | +2.2% | 4.984% | |
5/7/2025 | SAM Advisors LLC | 185,751 | $9.79M | 3.7% | -0.6% | 3.096% | |
5/6/2025 | Cetera Investment Advisers | 23,595 | $1.24M | 0.0% | -2.2% | 0.393% | |
5/6/2025 | Avantax Advisory Services Inc. | 193,921 | $10.22M | 0.1% | +8.1% | 3.232% | |
5/5/2025 | BKM Wealth Management LLC | 21,462 | $1.13M | 0.5% | +5.1% | 0.358% | |
5/2/2025 | Kingsview Wealth Management LLC | 33,365 | $1.76M | 0.0% | +8.3% | 0.556% | |
5/2/2025 | Segall Bryant & Hamill LLC | 142,248 | $7.50M | 0.1% | -12.0% | 2.371% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 906 | $48K | 0.0% | -25.2% | 0.015% | |
5/2/2025 | Slow Capital Inc. | 4,276 | $225K | 0.0% | -65.6% | 0.071% | |
4/30/2025 | Sharkey Howes & Javer | 26,970 | $1.42M | 0.2% | +53.9% | 0.450% | |
4/30/2025 | Cerity Partners LLC | 151,773 | $8.00M | 0.0% | -3.4% | 2.530% | |
4/30/2025 | Allworth Financial LP | 17,284 | $924K | 0.0% | -3.1% | 0.288% | |
4/30/2025 | 49 Wealth Management LLC | 15,664 | $826K | 0.1% | -24.6% | 0.261% | |
4/29/2025 | Envestnet Asset Management Inc. | 17,219 | $908K | 0.0% | -14.9% | 0.287% | |
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4/29/2025 | Avantax Planning Partners Inc. | 117,279 | $6.18M | 0.2% | -2.4% | 1.955% | |
4/28/2025 | Lodestone Wealth Management LLC | 5,688 | $300K | 0.2% | -4.9% | 0.095% | |
4/28/2025 | First Horizon Advisors Inc. | 97,327 | $5.13M | 0.1% | -1.2% | 1.622% | |
4/28/2025 | Strategic Financial Concepts LLC | 25,393 | $1.34M | 0.3% | -37.1% | 0.423% | |
4/28/2025 | Private Trust Co. NA | 1,623 | $86K | 0.0% | +106.2% | 0.027% | |
4/28/2025 | Arlington Trust Co LLC | 900 | $47K | 0.0% | N/A | 0.015% | |
4/25/2025 | Sovran Advisors LLC | 73,938 | $3.84M | 0.5% | +28.9% | 1.232% | |
4/23/2025 | Daymark Wealth Partners LLC | 10,165 | $536K | 0.0% | +3.7% | 0.169% | |
4/22/2025 | 5T Wealth LLC | 8,528 | $450K | 0.2% | -19.8% | 0.142% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 4,683 | $247K | 0.0% | -6.7% | 0.078% | |