8/25/2025 | Fulcrum Equity Management | 13,972 | $875K | 0.9% | -10.7% | 0.033% | |
8/19/2025 | Advisory Services Network LLC | 28,092 | $1.75M | 0.0% | +0.7% | 0.066% | |
8/18/2025 | Geneos Wealth Management Inc. | 14,764 | $925K | 0.0% | +113.5% | 0.035% | |
8/16/2025 | Evergreen Capital Management LLC | 157,432 | $9.87M | 0.3% | +0.2% | 0.371% | |
8/15/2025 | Asset Allocation Strategies LLC | 8,327 | $522K | 0.1% | +81.2% | 0.020% | |
8/15/2025 | Corient Private Wealth LLC | 49,019 | $3.07M | 0.0% | -14.8% | 0.116% | |
8/15/2025 | Equitable Holdings Inc. | 61,744 | $3.87M | 0.0% | +121.0% | 0.146% | |
8/15/2025 | Captrust Financial Advisors | 22,643 | $1.42M | 0.0% | -9.5% | 0.053% | |
8/15/2025 | Visionary Wealth Advisors | 32,822 | $2.06M | 0.1% | +179.4% | 0.077% | |
8/15/2025 | Two Sigma Securities LLC | 9,292 | $582K | 0.1% | N/A | 0.022% | |
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8/15/2025 | Snowden Capital Advisors LLC | 32,736 | $2.05M | 0.1% | -5.1% | 0.077% | |
8/15/2025 | Riggs Asset Managment Co. Inc. | 56,899 | $3.57M | 0.9% | +2.6% | 0.134% | |
8/15/2025 | MML Investors Services LLC | 112,917 | $7.08M | 0.0% | +9.1% | 0.266% | |
8/15/2025 | Great Valley Advisor Group Inc. | 18,187 | $1.14M | 0.0% | +4.2% | 0.043% | |
8/15/2025 | EP Wealth Advisors LLC | 9,019 | $565K | 0.0% | -4.4% | 0.021% | |
8/15/2025 | BTG Pactual Asset Management US LLC | 86,425 | $5.42M | 0.6% | +64.0% | 0.204% | |
8/15/2025 | Bank of America Corp DE | 2,446,860 | $153.32M | 0.0% | +12.8% | 5.772% | |
8/15/2025 | Ameriprise Financial Inc. | 317,832 | $19.92M | 0.0% | -20.8% | 0.750% | |
8/14/2025 | Strategic Wealth Investment Group LLC | 3,095 | $194K | 0.3% | N/A | 0.007% | |
8/14/2025 | Ausdal Financial Partners Inc. | 9,502 | $595K | 0.0% | -34.4% | 0.022% | |
8/14/2025 | Raymond James Financial Inc. | 523,507 | $32.80M | 0.0% | -4.0% | 1.235% | |
8/14/2025 | Transamerica Financial Advisors LLC | 21,752 | $1.36M | 0.1% | -23.5% | 0.051% | |
8/14/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 214,760 | $13.46M | 0.0% | +22.5% | 0.507% | |
8/14/2025 | HUB Investment Partners LLC | 6,475 | $406K | 0.0% | +6.9% | 0.015% | |
8/14/2025 | Stamos Capital Partners L.P. | 60,643 | $3.80M | 0.7% | +51.8% | 0.143% | |
8/14/2025 | Qube Research & Technologies Ltd | 100,330 | $6.29M | 0.0% | +111.4% | 0.237% | |
8/14/2025 | Tandem Financial LLC | 7,458 | $467K | 0.4% | N/A | 0.018% | |
8/14/2025 | Baker Avenue Asset Management LP | 133,495 | $8.37M | 0.2% | -6.1% | 0.315% | |
8/14/2025 | Bollard Group LLC | 45,475 | $2.85M | 0.1% | +1.2% | 0.107% | |
8/13/2025 | Seven Springs Wealth Group LLC | 12,220 | $766K | 0.2% | +3.9% | 0.029% | |
8/13/2025 | Cresset Asset Management LLC | 151,736 | $9.51M | 0.0% | -37.9% | 0.358% | |
8/13/2025 | Annandale Capital LLC | 274,794 | $17.22M | 1.3% | -1.4% | 0.648% | |
8/13/2025 | Great Diamond Partners LLC | 33,056 | $2.07M | 0.4% | +3.6% | 0.078% | |
8/13/2025 | Walleye Capital LLC | 6,388 | $400K | 0.0% | N/A | 0.015% | |
8/13/2025 | Baird Financial Group Inc. | 266,520 | $16.70M | 0.0% | -6.7% | 0.629% | |
8/13/2025 | Plan Group Financial LLC | 10,200 | $639K | 0.2% | +4.1% | 0.024% | |
8/13/2025 | CW Advisors LLC | 28,228 | $1.77M | 0.0% | -2.1% | 0.067% | |
8/13/2025 | Smith Moore & CO. | 4,852 | $304K | 0.0% | -3.5% | 0.011% | |
8/13/2025 | VestGen Advisors LLC | 11,755 | $737K | 0.0% | -34.8% | 0.028% | |
8/13/2025 | Legacy Capital Wealth Partners LLC | 29,246 | $1.83M | 0.4% | -0.7% | 0.069% | |
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8/13/2025 | Quadrature Capital Ltd | 24,983 | $1.57M | 0.0% | N/A | 0.059% | |
8/13/2025 | Scotia Capital Inc. | 3,591 | $225K | 0.0% | N/A | 0.008% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 28,213 | $1.77M | 0.0% | +19.7% | 0.067% | |
8/13/2025 | Russell Investments Group Ltd. | 1,207 | $76K | 0.0% | +24,040.0% | 0.003% | |
8/12/2025 | Advisors Asset Management Inc. | 78,690 | $4.93M | 0.1% | +35.2% | 0.186% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 5,793 | $363K | 0.0% | +41.1% | 0.014% | |
8/12/2025 | Global Retirement Partners LLC | 40,809 | $2.56M | 0.1% | N/A | 0.096% | |
8/12/2025 | MAI Capital Management | 199,132 | $12.48M | 0.1% | +0.7% | 0.470% | |
8/12/2025 | JPMorgan Chase & Co. | 335,094 | $21.00M | 0.0% | -4.2% | 0.791% | |
8/11/2025 | Outlook Wealth Advisors LLC | 17,770 | $1.11M | 0.3% | +3.4% | 0.042% | |
8/11/2025 | VSM Wealth Advisory LLC | 1,493 | $94K | 0.0% | +902.0% | 0.004% | |
8/11/2025 | Wealthspire Advisors LLC | 9,380 | $588K | 0.0% | +3.6% | 0.022% | |
8/11/2025 | Midwest Professional Planners LTD. | 23,572 | $1.48M | 0.4% | N/A | 0.056% | |
8/8/2025 | Firestone Capital Management | 6,940 | $435K | 0.1% | -6.7% | 0.016% | |
8/8/2025 | Collaborative Wealth Managment Inc. | 16,056 | $1.01M | 0.4% | +38.8% | 0.038% | |
8/8/2025 | Avantax Advisory Services Inc. | 36,426 | $2.28M | 0.0% | +10.2% | 0.086% | |
8/8/2025 | Cetera Investment Advisers | 258,139 | $16.18M | 0.0% | +3.2% | 0.611% | |
8/8/2025 | PNC Financial Services Group Inc. | 543,697 | $34.07M | 0.0% | +19.2% | 1.287% | |
8/6/2025 | Prospera Financial Services Inc | 27,736 | $1.74M | 0.0% | -0.7% | 0.066% | |
8/6/2025 | Menlo Advisors LLC | 100,697 | $6.31M | 3.4% | -1.7% | 0.238% | |
8/6/2025 | First Horizon Advisors Inc. | 904 | $57K | 0.0% | N/A | 0.002% | |
8/6/2025 | ORBA Wealth Advisors L.L.C. | 6,623 | $415K | 0.4% | -26.5% | 0.016% | |
8/5/2025 | Prosperity Consulting Group LLC | 3,261 | $204K | 0.0% | N/A | 0.008% | |
8/5/2025 | Bank of Montreal Can | 620 | $39K | 0.0% | -99.8% | 0.001% | |
8/4/2025 | Arkadios Wealth Advisors | 3,984 | $250K | 0.0% | -5.6% | 0.009% | |
8/4/2025 | Flagship Harbor Advisors LLC | 16,087 | $1.01M | 0.0% | +5.2% | 0.038% | |
8/1/2025 | Oarsman Capital Inc. | 29,295 | $1.84M | 0.3% | +6.0% | 0.069% | |
8/1/2025 | Anson Capital Inc. | 11,948 | $749K | 0.6% | -13.7% | 0.028% | |
8/1/2025 | Advisory Alpha LLC | 396,663 | $24.86M | 0.8% | +4.3% | 0.939% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 8,733 | $547K | 0.0% | +131.4% | 0.021% | |
8/1/2025 | Pasadena Private Wealth LLC | 7,356 | $461K | 0.1% | +27.4% | 0.017% | |
8/1/2025 | Envestnet Asset Management Inc. | 348,772 | $21.85M | 0.0% | -16.2% | 0.826% | |
7/31/2025 | Leavell Investment Management Inc. | 52,858 | $3.31M | 0.1% | +16.1% | 0.125% | |
7/31/2025 | Rational Advisors Inc. | 817,266 | $51.21M | 5.1% | -0.9% | 1.934% | |
7/31/2025 | Fielder Capital Group LLC | 13,096 | $821K | 0.2% | -11.0% | 0.031% | |
7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 90,581 | $5.68M | 0.0% | +7.1% | 0.214% | |
7/31/2025 | GenTrust LLC | 285,235 | $17.87M | 0.8% | -7.3% | 0.675% | |
7/31/2025 | Briaud Financial Planning Inc | 466 | $29K | 0.0% | +1,270.6% | 0.001% | |
7/30/2025 | Bleakley Financial Group LLC | 16,735 | $1.05M | 0.0% | +52.8% | 0.040% | |
7/30/2025 | Steel Grove Capital Advisors LLC | 8,185 | $513K | 0.1% | +11.2% | 0.019% | |
7/30/2025 | Private Capital Advisors Inc. | 8,500 | $533K | 0.1% | +6.3% | 0.020% | |
7/30/2025 | D.A. Davidson & CO. | 7,423 | $465K | 0.0% | -12.9% | 0.018% | |
7/30/2025 | Cullen Frost Bankers Inc. | 3,415 | $214K | 0.0% | +267.6% | 0.008% | |
7/29/2025 | Foster & Motley Inc. | 10,023 | $628K | 0.0% | -4.0% | 0.024% | |
7/29/2025 | Stratos Wealth Partners LTD. | 22,556 | $1.41M | 0.0% | +16.9% | 0.053% | |
7/29/2025 | Stratos Wealth Advisors LLC | 125,128 | $7.84M | 0.4% | +1.0% | 0.296% | |
7/29/2025 | Private Trust Co. NA | 2,463 | $154K | 0.0% | -7.8% | 0.006% | |
7/29/2025 | Vectors Research Management LLC | 49,411 | $3.10M | 1.1% | N/A | 0.117% | |
7/29/2025 | Sage Private Wealth Group LLC | 175,687 | $11.01M | 7.1% | N/A | 0.416% | |
7/28/2025 | Wealthspan Partners LLC | 17,977 | $1.13M | 0.5% | +5.0% | 0.043% | |
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7/28/2025 | Mission Hills Financial Advisory LLC | 3,326 | $208K | 0.1% | N/A | 0.008% | |
7/28/2025 | Essex LLC | 56,680 | $3.55M | 0.7% | -2.4% | 0.134% | |
7/28/2025 | J.Safra Asset Management Corp | 7,555 | $472K | 0.0% | N/A | 0.018% | |
7/28/2025 | Courier Capital LLC | 29,011 | $1.82M | 0.1% | N/A | 0.069% | |
7/28/2025 | RFG Advisory LLC | 12,231 | $766K | 0.0% | +61.7% | 0.029% | |
7/28/2025 | Naviter Wealth LLC | 54,894 | $3.44M | 0.4% | +1,321.0% | 0.130% | |
7/28/2025 | Axxcess Wealth Management LLC | 23,213 | $1.46M | 0.0% | -12.9% | 0.055% | |
7/25/2025 | Atria Wealth Solutions Inc. | 7,569 | $474K | 0.0% | -86.9% | 0.018% | |
7/25/2025 | MGO One Seven LLC | 3,975 | $249K | 0.0% | N/A | 0.009% | |
7/25/2025 | Concurrent Investment Advisors LLC | 14,231 | $892K | 0.0% | N/A | 0.034% | |