10/17/2025 | Financial Partners Group Inc | 32,533 | $2.04M | 0.3% | +1.6% | 0.077% | |
10/17/2025 | Valley Forge Investment Consultants Inc. ADV | 3,342 | $210K | 0.1% | N/A | 0.008% | |
10/17/2025 | Apollon Wealth Management LLC | 120,172 | $7.54M | 0.1% | +12.8% | 0.284% | |
10/16/2025 | Capital Advisors Ltd. LLC | 32,091 | $2.01M | 0.2% | +54.5% | 0.076% | |
10/16/2025 | HBW Advisory Services LLC | 40,241 | $2.52M | 0.3% | +10.3% | 0.095% | |
10/16/2025 | Curran Financial Partners LLC | 274,590 | $17.22M | 3.4% | +9.7% | 0.648% | |
10/15/2025 | CWM LLC | 14,730 | $924K | 0.0% | +4.0% | 0.035% | |
10/15/2025 | Patriot Investment Management Group Inc. | 47,699 | $2.99M | 0.2% | +0.9% | 0.113% | |
10/14/2025 | Key Client Fiduciary Advisors LLC | 49,612 | $3.11M | 1.0% | +1.8% | 0.117% | |
10/10/2025 | Fifth Third Securities Inc. | 27,562 | $1.73M | 0.1% | +1.9% | 0.065% | |
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10/10/2025 | KMG Fiduciary Partners LLC | 64,826 | $4.07M | 0.3% | +28.4% | 0.153% | |
10/10/2025 | Signal Advisors Wealth LLC | 8,291 | $520K | 0.0% | N/A | 0.020% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 70,461 | $4.42M | 0.1% | -1.4% | 0.166% | |
10/9/2025 | Fermata Advisors LLC | 18,106 | $1.14M | 0.3% | +10.0% | 0.043% | |
10/9/2025 | Embree Financial Group | 10,084 | $632K | 0.1% | -39.8% | 0.024% | |
10/8/2025 | Teamwork Financial Advisors LLC | 36,252 | $2.27M | 0.2% | +2.4% | 0.086% | |
10/8/2025 | Asset Allocation Strategies LLC | 9,803 | $615K | 0.1% | +17.7% | 0.023% | |
10/8/2025 | Fiduciary Alliance LLC | 96,392 | $6.05M | 0.4% | -2.2% | 0.228% | |
10/7/2025 | Sonora Investment Management Group LLC | 5,215 | $327K | 0.0% | +20.3% | 0.012% | |
10/7/2025 | Nova Wealth Management Inc. | 15,788 | $990K | 0.7% | +35.4% | 0.037% | |
10/6/2025 | Old Port Advisors | 76,929 | $4.82M | 1.2% | +5.6% | 0.182% | |
10/3/2025 | Aaron Wealth Advisors LLC | 8,219 | $515K | 0.0% | -51.3% | 0.019% | |
10/2/2025 | Investors Research Corp | 24,480 | $1.54M | 0.3% | -3.2% | 0.058% | |
9/26/2025 | Corient Private Wealth LLC | 49,019 | $3.07M | 0.0% | -14.8% | 0.116% | |
9/9/2025 | NWF Advisory Services Inc. | 3,620 | $227K | 0.0% | +9.7% | 0.009% | |
9/4/2025 | Osaic Holdings Inc. | 114,793 | $7.20M | 0.0% | -4.4% | 0.271% | |
9/3/2025 | American Trust | 22,625 | $1.42M | 0.1% | N/A | 0.053% | |
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% | |
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% | |
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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% | |
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% | |
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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% | |