8/19/2025 | Advisory Services Network LLC | 8,658 | $369K | 0.0% | +11.4% | 0.005% | |
8/18/2025 | Geneos Wealth Management Inc. | 6,587 | $278K | 0.0% | +7.8% | 0.004% | |
8/16/2025 | Evergreen Capital Management LLC | 48,915 | $2.07M | 0.1% | +295.0% | 0.027% | |
8/15/2025 | Tower Research Capital LLC TRC | 24,400 | $1.03M | 0.0% | N/A | 0.013% | |
8/15/2025 | Corient Private Wealth LLC | 762,785 | $32.24M | 0.0% | -1.6% | 0.417% | |
8/15/2025 | Equitable Holdings Inc. | 734,389 | $31.04M | 0.3% | +1.2% | 0.402% | |
8/15/2025 | Chapman Financial Group LLC | 16,794 | $710K | 0.6% | N/A | 0.009% | |
8/15/2025 | Captrust Financial Advisors | 336,570 | $14.23M | 0.0% | +7.9% | 0.184% | |
8/15/2025 | WFA of San Diego LLC | 69,723 | $2.95M | 2.2% | N/A | 0.038% | |
8/15/2025 | Visionary Wealth Advisors | 4,860 | $205K | 0.0% | N/A | 0.003% | |
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8/15/2025 | Scott Marsh Financial LLC | 8,139 | $344K | 0.1% | N/A | 0.004% | |
8/15/2025 | MML Investors Services LLC | 185,815 | $7.85M | 0.0% | -0.8% | 0.102% | |
8/15/2025 | McIlrath & Eck LLC | 477,118 | $20.17M | 2.3% | -5.3% | 0.261% | |
8/15/2025 | Modern Wealth Management LLC | 74,160 | $3.14M | 0.1% | N/A | 0.041% | |
8/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 716,046 | $30.27M | 5.2% | -29.1% | 0.392% | |
8/15/2025 | Great Valley Advisor Group Inc. | 50,553 | $2.14M | 0.0% | -43.8% | 0.028% | |
8/15/2025 | EP Wealth Advisors LLC | 39,404 | $1.67M | 0.0% | +23.8% | 0.022% | |
8/15/2025 | Engineers Gate Manager LP | 5,757 | $243K | 0.0% | N/A | 0.003% | |
8/15/2025 | Bank of America Corp DE | 11,565,365 | $488.87M | 0.0% | +1.6% | 6.327% | |
8/15/2025 | Ameriprise Financial Inc. | 7,343,268 | $310.45M | 0.1% | +4.7% | 4.018% | |
8/14/2025 | Raymond James Financial Inc. | 1,374,751 | $58.11M | 0.0% | +0.5% | 0.752% | |
8/14/2025 | Quantinno Capital Management LP | 79,587 | $3.36M | 0.0% | +182.2% | 0.044% | |
8/14/2025 | Diversify Wealth Management LLC | 5,711 | $247K | 0.0% | -4.0% | 0.003% | |
8/14/2025 | Peapack Gladstone Financial Corp | 78,802 | $3.33M | 0.0% | +1.4% | 0.043% | |
8/14/2025 | NewEdge Advisors LLC | 31,943 | $1.35M | 0.0% | +17.7% | 0.017% | |
8/14/2025 | Qube Research & Technologies Ltd | 11,885 | $502K | 0.0% | +237,600.0% | 0.007% | |
8/14/2025 | Obsidian Personal Planning Solutions LLC | 29,595 | $1.25M | 0.5% | -2.0% | 0.016% | |
8/14/2025 | Cerity Partners LLC | 185,930 | $7.86M | 0.0% | +3.3% | 0.102% | |
8/13/2025 | SageView Advisory Group LLC | 17,039 | $735K | 0.0% | -4.7% | 0.009% | |
8/13/2025 | Gateway Wealth Partners LLC | 21,942 | $927K | 0.2% | N/A | 0.012% | |
8/13/2025 | Brown Advisory Inc. | 15,126 | $639K | 0.0% | -2.2% | 0.008% | |
8/13/2025 | M Holdings Securities Inc. | 50,720 | $2.14M | 0.4% | +31.5% | 0.028% | |
8/13/2025 | Baird Financial Group Inc. | 89,970 | $3.80M | 0.0% | +2.9% | 0.049% | |
8/13/2025 | Invesco Ltd. | 3,186,528 | $134.70M | 0.0% | +0.6% | 1.743% | |
8/13/2025 | CW Advisors LLC | 11,154 | $472K | 0.0% | N/A | 0.006% | |
8/13/2025 | WCG Wealth Advisors LLC | 72,790 | $3.08M | 0.2% | N/A | 0.040% | |
8/13/2025 | Beacon Pointe Advisors LLC | 53,125 | $2.25M | 0.0% | +1.3% | 0.029% | |
8/13/2025 | Lido Advisors LLC | 117,790 | $4.98M | 0.0% | -31.3% | 0.064% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,785,997 | $75.49M | 0.1% | +2.9% | 0.977% | |
8/13/2025 | Johnson Financial Group Inc. | 3,475 | $147K | 0.0% | +16.8% | 0.002% | |
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8/13/2025 | Elevation Point Wealth Partners LLC | 21,988 | $929K | 0.1% | N/A | 0.012% | |
8/13/2025 | Choreo LLC | 17,340 | $733K | 0.0% | -21.5% | 0.009% | |
8/12/2025 | Financial Advocates Investment Management | 13,326 | $563K | 0.0% | -13.9% | 0.007% | |
8/12/2025 | Laurel Wealth Advisors LLC | 3,730,360 | $157.68M | 0.1% | +4,246.5% | 2.041% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 343,662 | $14.53M | 0.1% | -1.1% | 0.188% | |
8/12/2025 | Insigneo Advisory Services LLC | 6,385 | $270K | 0.0% | -11.7% | 0.003% | |
8/12/2025 | Intellus Advisors LLC | 8,400 | $355K | 0.1% | N/A | 0.005% | |
8/12/2025 | Shakespeare Wealth Management LLC | 36,351 | $1.54M | 0.4% | -0.8% | 0.020% | |
8/12/2025 | AlphaCore Capital LLC | 905,165 | $38.26M | 1.5% | +30,898.8% | 0.495% | |
8/12/2025 | Franklin Resources Inc. | 2,400 | $101K | 0.0% | N/A | 0.001% | |
8/12/2025 | Archer Investment Corp | 2,369 | $100K | 0.0% | N/A | 0.001% | |
8/12/2025 | MAI Capital Management | 40,850 | $1.73M | 0.0% | -6.2% | 0.022% | |
8/12/2025 | JPMorgan Chase & Co. | 573,701 | $24.25M | 0.0% | +5.0% | 0.314% | |
8/12/2025 | Garrett Wealth Advisory Group LLC | 775,881 | $32.80M | 6.9% | +5.1% | 0.424% | |
8/12/2025 | Prudential PLC | 17,379 | $735K | 0.0% | -40.9% | 0.010% | |
8/12/2025 | NFP Retirement Inc. | 312,448 | $13.21M | 0.9% | -0.3% | 0.171% | |
8/11/2025 | Wealthspire Advisors LLC | 220,823 | $9.33M | 0.1% | -0.5% | 0.120% | |
8/11/2025 | Pinnacle Wealth Planning Services Inc. | 6,988 | $295K | 0.0% | N/A | 0.004% | |
8/11/2025 | Rothschild Investment LLC | 619,388 | $26.18M | 1.6% | -0.2% | 0.336% | |
8/11/2025 | Pinnacle Financial Group LLC IL | 682,970 | $28.87M | 9.7% | -1.4% | 0.371% | |
8/11/2025 | Western Wealth Management LLC | 17,112 | $723K | 0.0% | +5.5% | 0.009% | |
8/11/2025 | Bell Investment Advisors Inc | 54,714 | $2.31M | 0.4% | +14.6% | 0.030% | |
8/8/2025 | Firestone Capital Management | 14,260 | $603K | 0.1% | N/A | 0.008% | |
8/8/2025 | Rockefeller Capital Management L.P. | 109,477 | $4.63M | 0.0% | -1.6% | 0.059% | |
8/8/2025 | Avantax Advisory Services Inc. | 216,358 | $9.15M | 0.1% | -1.5% | 0.118% | |
8/8/2025 | Cetera Investment Advisers | 679,807 | $28.74M | 0.0% | +0.5% | 0.369% | |
8/8/2025 | Creative Planning | 198,482 | $8.39M | 0.0% | -1.4% | 0.108% | |
8/8/2025 | WealthShield Partners LLC | 17,400 | $735K | 0.1% | -5.2% | 0.009% | |
8/8/2025 | Intrua Financial LLC | 19,279 | $815K | 0.1% | +5.6% | 0.010% | |
8/8/2025 | Austin Wealth Management LLC | 25,861 | $1.10M | 0.2% | +4.9% | 0.014% | |
8/8/2025 | PNC Financial Services Group Inc. | 5,129,846 | $216.84M | 0.1% | -2.7% | 2.787% | |
8/7/2025 | Vise Technologies Inc. | 6,385 | $270K | 0.0% | N/A | 0.003% | |
8/7/2025 | Allworth Financial LP | 401,259 | $16.96M | 0.1% | +11.4% | 0.218% | |
8/7/2025 | FDx Advisors Inc. | 67,582 | $2.86M | 0.9% | -1.8% | 0.037% | |
8/7/2025 | Rollins Financial Advisors LLC | 86,165 | $3.64M | 0.6% | -0.4% | 0.047% | |
8/6/2025 | AE Wealth Management LLC | 5,326 | $225K | 0.0% | +5.9% | 0.003% | |
8/6/2025 | KCM Investment Advisors LLC | 8,565 | $362K | 0.0% | N/A | 0.005% | |
8/6/2025 | Savant Capital LLC | 33,982 | $1.44M | 0.0% | -8.9% | 0.018% | |
8/6/2025 | Modera Wealth Management LLC | 38,261 | $1.62M | 0.0% | -4.1% | 0.021% | |
8/6/2025 | Commonwealth Equity Services LLC | 2,810,643 | $118.81M | 0.2% | +3.6% | 1.527% | |
8/6/2025 | Robinson Smith Wealth Advisors LLC | 14,068 | $595K | 0.5% | +15.4% | 0.008% | |
8/5/2025 | Marion Wealth Management | 193,183 | $8.17M | 2.0% | +24.3% | 0.105% | |
8/5/2025 | Obermeyer Wealth Partners | 6,050 | $256K | 0.0% | N/A | 0.003% | |
8/5/2025 | Bank of Montreal Can | 17,746 | $750K | 0.0% | +8.3% | 0.010% | |
8/5/2025 | Sigma Planning Corp | 56,292 | $2.38M | 0.1% | -16.6% | 0.031% | |
8/5/2025 | Mission Wealth Management LP | 9,366 | $396K | 0.0% | +31.4% | 0.005% | |
8/5/2025 | Integrity Financial Corp WA | 2,529 | $107K | 0.1% | +88.3% | 0.001% | |
8/5/2025 | GHP Investment Advisors Inc. | 2,438 | $103K | 0.0% | +28.3% | 0.001% | |
8/4/2025 | Integrity Alliance LLC. | 10,465 | $442K | 0.0% | -31.9% | 0.006% | |
8/4/2025 | Linscomb Wealth Inc. | 2,080,682 | $87.95M | 4.0% | +0.5% | 1.130% | |
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8/4/2025 | Virtus Family Office LLC | 16,525 | $699K | 0.9% | N/A | 0.009% | |
8/4/2025 | Assetmark Inc. | 8,143 | $344K | 0.0% | +93.3% | 0.004% | |
8/4/2025 | Keybank National Association OH | 8,762 | $370K | 0.0% | N/A | 0.005% | |
8/4/2025 | Spire Wealth Management | 9,481 | $401K | 0.0% | -24.4% | 0.005% | |
8/4/2025 | Arkadios Wealth Advisors | 32,513 | $1.37M | 0.0% | -13.0% | 0.018% | |
8/4/2025 | World Investment Advisors | 331,085 | $14.00M | 0.3% | +15.6% | 0.180% | |
8/1/2025 | Cedar Point Capital Partners LLC | 6,990 | $295K | 0.2% | -15.1% | 0.004% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 8,446 | $357K | 0.0% | N/A | 0.005% | |
8/1/2025 | Envestnet Asset Management Inc. | 4,719,038 | $199.47M | 0.1% | +0.4% | 2.564% | |
7/31/2025 | Wealthfront Advisers LLC | 46,172 | $1.95M | 0.0% | -12.9% | 0.025% | |