8/27/2025 | Barnes Wealth Management Group Inc | 26,643 | $502K | 0.3% | +9.6% | 0.022% | |
8/22/2025 | TT Capital Management LLC | 28,500 | $533K | 0.2% | N/A | 0.024% | |
8/19/2025 | Advisory Services Network LLC | 18,312 | $351K | 0.0% | +9.6% | 0.015% | |
8/18/2025 | Geneos Wealth Management Inc. | 5,516 | $104K | 0.0% | +117.0% | 0.005% | |
8/18/2025 | Kestra Investment Management LLC | 42,582 | $802K | 0.0% | -23.6% | 0.035% | |
8/15/2025 | Blue Edge Capital LLC | 191,463 | $3.61M | 0.5% | -2.0% | 0.159% | |
8/15/2025 | Smartleaf Asset Management LLC | 5,448 | $102K | 0.0% | N/A | 0.005% | |
8/15/2025 | MML Investors Services LLC | 384,175 | $7.23M | 0.0% | +26.0% | 0.319% | |
8/15/2025 | Modern Wealth Management LLC | 12,808 | $241K | 0.0% | -97.7% | 0.011% | |
8/15/2025 | Great Valley Advisor Group Inc. | 137,438 | $2.59M | 0.1% | +15.0% | 0.114% | |
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8/15/2025 | BNP Paribas Financial Markets | 140,669 | $2.65M | 0.0% | -57.3% | 0.117% | |
8/15/2025 | Bank of America Corp DE | 5,665,148 | $106.68M | 0.0% | -11.5% | 4.698% | |
8/15/2025 | Ameriprise Financial Inc. | 813,408 | $15.19M | 0.0% | +8.4% | 0.675% | |
8/14/2025 | Raymond James Financial Inc. | 994,780 | $18.73M | 0.0% | -5.8% | 0.825% | |
8/14/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 351,882 | $6.63M | 0.0% | +9.9% | 0.292% | |
8/14/2025 | Objective Capital Management LLC | 32,626 | $614K | 0.7% | N/A | 0.027% | |
8/14/2025 | Sei Investments Co. | 764,477 | $14.40M | 0.0% | +31.7% | 0.634% | |
8/14/2025 | NewEdge Advisors LLC | 90,238 | $1.70M | 0.0% | +9.3% | 0.075% | |
8/14/2025 | Qube Research & Technologies Ltd | 8,371 | $158K | 0.0% | +40.5% | 0.007% | |
8/14/2025 | Acorn Wealth Advisors LLC | 30,627 | $577K | 0.2% | -6.8% | 0.025% | |
8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 146,108 | $2.75M | 0.1% | +17.1% | 0.121% | |
8/14/2025 | Bank of Nova Scotia | 488,900 | $9.21M | 0.0% | N/A | 0.405% | |
8/14/2025 | Cary Street Partners Financial LLC | 10,770 | $203K | 0.0% | +7.7% | 0.009% | |
8/14/2025 | Cerity Partners LLC | 10,203 | $193K | 0.0% | N/A | 0.008% | |
8/13/2025 | Rockport Wealth LLC | 147,555 | $2.78M | 0.6% | +7.5% | 0.122% | |
8/13/2025 | Baird Financial Group Inc. | 234,527 | $4.42M | 0.0% | +1.7% | 0.194% | |
8/13/2025 | Plan Group Financial LLC | 140,494 | $2.65M | 0.9% | +107.3% | 0.117% | |
8/13/2025 | Millington Financial Advisors LLC | 25,928 | $495K | 0.3% | +17.3% | 0.022% | |
8/13/2025 | Lido Advisors LLC | 1,537,167 | $28.95M | 0.1% | +3.0% | 1.275% | |
8/13/2025 | WealthTrust Axiom LLC | 267,231 | $5.03M | 1.5% | -1.9% | 0.222% | |
8/13/2025 | Quadrature Capital Ltd | 103,685 | $1.95M | 0.0% | N/A | 0.086% | |
8/13/2025 | Scotia Capital Inc. | 15,537 | $293K | 0.0% | +23.4% | 0.013% | |
8/13/2025 | Level Four Advisory Services LLC | 19,755 | $372K | 0.0% | -12.8% | 0.016% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 162,658 | $3.06M | 0.0% | +14.6% | 0.135% | |
8/12/2025 | Financial Advocates Investment Management | 65,370 | $1.23M | 0.1% | -21.2% | 0.054% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 635,671 | $11.97M | 0.1% | +5.4% | 0.527% | |
8/12/2025 | CreativeOne Wealth LLC | 87,061 | $1.64M | 0.0% | +3.9% | 0.072% | |
8/12/2025 | Global Retirement Partners LLC | 153,749 | $2.90M | 0.1% | N/A | 0.127% | |
8/12/2025 | Kohmann Bosshard Financial Services LLC | 27,757 | $523K | 0.1% | -48.1% | 0.023% | |
8/12/2025 | MAI Capital Management | 301,958 | $5.69M | 0.0% | -11.3% | 0.250% | |
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8/12/2025 | JPMorgan Chase & Co. | 35,807 | $674K | 0.0% | -8.4% | 0.030% | |
8/12/2025 | Howe & Rusling Inc. | 4,281 | $81K | 0.0% | -43.0% | 0.004% | |
8/11/2025 | Alteri Wealth LLC | 47,906 | $902K | 0.3% | +7.4% | 0.040% | |
8/11/2025 | Traub Capital Management LLC | 109,627 | $2.06M | 1.9% | N/A | 0.091% | |
8/11/2025 | Inspire Advisors LLC | 32,027 | $603K | 0.1% | -5.5% | 0.027% | |
8/11/2025 | Western Wealth Management LLC | 27,259 | $513K | 0.0% | -21.1% | 0.023% | |
8/8/2025 | Firestone Capital Management | 19,559 | $368K | 0.1% | -15.9% | 0.016% | |
8/8/2025 | Rockefeller Capital Management L.P. | 49,010 | $923K | 0.0% | +1.4% | 0.041% | |
8/8/2025 | Collaborative Wealth Managment Inc. | 364,576 | $6.87M | 3.0% | -12.1% | 0.303% | |
8/8/2025 | Cetera Investment Advisers | 1,072,979 | $20.20M | 0.0% | +12.6% | 0.892% | |
8/8/2025 | Creative Planning | 1,027,036 | $19.34M | 0.0% | -0.4% | 0.854% | |
8/8/2025 | Foundations Investment Advisors LLC | 15,605 | $294K | 0.0% | N/A | 0.013% | |
8/8/2025 | Prospect Financial Services LLC | 56,135 | $1.06M | 0.6% | -17.8% | 0.047% | |
8/8/2025 | L & S Advisors Inc | 67,161 | $1.27M | 0.1% | +71.6% | 0.056% | |
8/8/2025 | Good Life Advisors LLC | 59,338 | $1.12M | 0.1% | -22.4% | 0.049% | |
8/8/2025 | Austin Wealth Management LLC | 13,079 | $250K | 0.0% | -40.2% | 0.011% | |
8/8/2025 | SBI Securities Co. Ltd. | 202,324 | $3.81M | 0.1% | -31.8% | 0.168% | |
8/7/2025 | Nwam LLC | 49,542 | $945K | 0.1% | +4.5% | 0.041% | |
8/7/2025 | Alpha Cubed Investments LLC | 38,923 | $733K | 0.0% | +282.9% | 0.032% | |
8/6/2025 | Vestmark Advisory Solutions Inc. | 118,666 | $2.23M | 0.0% | +149.6% | 0.099% | |
8/6/2025 | Texas Yale Capital Corp. | 263,229 | $4.96M | 0.2% | -4.4% | 0.219% | |
8/6/2025 | Golden State Wealth Management LLC | 7,452 | $140K | 0.0% | -13.6% | 0.006% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 4,693 | $88K | 0.0% | -10.6% | 0.004% | |
8/4/2025 | Savvy Advisors Inc. | 11,378 | $214K | 0.0% | N/A | 0.009% | |
8/4/2025 | MeadowBrook Investment Advisors LLC | 8,080 | $152K | 0.1% | -22.8% | 0.007% | |
8/4/2025 | Assetmark Inc. | 845,138 | $15.91M | 0.0% | +4.1% | 0.703% | |
8/1/2025 | New York Life Investment Management LLC | 1,848,925 | $34.82M | 0.3% | +562.4% | 1.537% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,642,627 | $30.93M | 0.0% | +14.6% | 1.365% | |
7/31/2025 | Wealthfront Advisers LLC | 13,684 | $258K | 0.0% | N/A | 0.011% | |
7/31/2025 | Perissos Private Wealth Management LLC | 72,192 | $1.36M | 1.1% | -14.1% | 0.060% | |
7/31/2025 | Rational Advisors Inc. | 1,102,418 | $20.76M | 2.1% | +0.8% | 0.916% | |
7/30/2025 | First Citizens Bank & Trust Co. | 23,735 | $447K | 0.0% | +46.9% | 0.020% | |
7/30/2025 | Syntegra Private Wealth Group LLC | 42,106 | $793K | 0.1% | +107.9% | 0.035% | |
7/30/2025 | First Interstate Bank | 121,662 | $2.29M | 0.1% | N/A | 0.101% | |
7/30/2025 | WBH Advisory Inc. | 25,361 | $478K | 0.0% | +75.5% | 0.021% | |
7/29/2025 | FLC Capital Advisors | 22,954 | $432K | 0.1% | -53.3% | 0.019% | |
7/29/2025 | Unison Advisors LLC | 66,032 | $1.24M | 0.1% | +5.8% | 0.055% | |
7/29/2025 | Stratos Wealth Partners LTD. | 137,491 | $2.59M | 0.0% | -4.6% | 0.114% | |
7/29/2025 | Private Trust Co. NA | 29,932 | $564K | 0.1% | -10.5% | 0.025% | |
7/29/2025 | Aire Advisors LLC | 332,235 | $6.26M | 1.2% | -2.6% | 0.276% | |
7/28/2025 | Duncker Streett & Co. Inc. | 67,139 | $1.26M | 0.2% | -2.6% | 0.056% | |
7/28/2025 | Mutual Advisors LLC | 74,383 | $1.42M | 0.0% | -2.0% | 0.062% | |
7/28/2025 | Harbour Investments Inc. | 5,600 | $105K | 0.0% | +718.7% | 0.005% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 36,758 | $692K | 0.0% | +16.4% | 0.031% | |
7/25/2025 | RHS Financial LLC | 45,567 | $858K | 0.5% | -23.1% | 0.038% | |
7/25/2025 | CWM LLC | 1,345,912 | $25.34M | 0.1% | +1.5% | 1.119% | |
7/25/2025 | Apollon Financial LLC | 80,463 | $1.52M | 0.3% | -5.2% | 0.067% | |
7/25/2025 | Apollon Wealth Management LLC | 58,549 | $1.10M | 0.0% | -16.4% | 0.049% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 232,944 | $4.39M | 0.1% | +7.2% | 0.194% | |
7/24/2025 | IFP Advisors Inc | 14,377 | $271K | 0.0% | -16.5% | 0.012% | |
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7/24/2025 | Blair William & Co. IL | 2,728 | $51K | 0.0% | +3,442.9% | 0.002% | |
7/23/2025 | Columbus Macro LLC | 554,683 | $10.45M | 1.3% | +16.2% | 0.461% | |
7/23/2025 | Eagle Strategies LLC | 70,360 | $1.33M | 0.2% | +28.2% | 0.058% | |
7/22/2025 | Appleton Partners Inc. MA | 214,421 | $4.04M | 0.3% | -5.7% | 0.178% | |
7/22/2025 | Plimoth Trust Co. LLC | 65,205 | $1.23M | 0.3% | +3.9% | 0.054% | |
7/22/2025 | Iron Horse Wealth Management LLC | 304,662 | $5.74M | 1.7% | +1.5% | 0.253% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 24,172 | $455K | 0.0% | +13.9% | 0.020% | |
7/22/2025 | Accel Wealth Management | 46,577 | $877K | 0.3% | -23.4% | 0.039% | |
7/21/2025 | Future Financial Wealth Managment LLC | 3,305 | $62K | 0.0% | -46.7% | 0.003% | |
7/21/2025 | Ameritas Advisory Services LLC | 7,901 | $149K | 0.0% | N/A | 0.007% | |