8/8/2025 | PNC Financial Services Group Inc. | 465 | $27K | 0.0% | -47.5% | 0.001% | |
8/7/2025 | Rollins Financial Advisors LLC | 3,837 | $220K | 0.0% | N/A | 0.011% | |
8/6/2025 | AE Wealth Management LLC | 3,456 | $198K | 0.0% | +6.2% | 0.010% | |
8/6/2025 | Maltin Wealth Management Inc. | 85,820 | $4.93M | 2.2% | N/A | 0.242% | |
8/6/2025 | Atlas Legacy Advisors LLC | 11,184 | $642K | 0.1% | +93.6% | 0.032% | |
8/6/2025 | Savant Capital LLC | 16,400 | $942K | 0.0% | +5.0% | 0.046% | |
8/5/2025 | Bank of New York Mellon Corp | 845,228 | $48.53M | 0.0% | -3.1% | 2.384% | |
8/5/2025 | Bank of Montreal Can | 3,549 | $204K | 0.0% | +13.2% | 0.010% | |
8/4/2025 | Mesirow Financial Investment Management Inc. | 13,729 | $788K | 0.0% | -7.7% | 0.039% | |
8/4/2025 | Assetmark Inc. | 1,229 | $71K | 0.0% | N/A | 0.003% | |
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8/4/2025 | Spire Wealth Management | 11,711 | $672K | 0.0% | +381.7% | 0.033% | |
8/1/2025 | Cedar Point Capital Partners LLC | 36,006 | $2.07M | 1.5% | +4.7% | 0.102% | |
8/1/2025 | Envestnet Asset Management Inc. | 92,898 | $5.29M | 0.0% | -5.2% | 0.262% | |
7/31/2025 | Wealthfront Advisers LLC | 8,555 | $491K | 0.0% | -11.5% | 0.024% | |
7/30/2025 | Retirement Planning Group LLC | 82,341 | $4.73M | 0.2% | -0.8% | 0.232% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 5,694 | $327K | 0.0% | N/A | 0.016% | |
7/30/2025 | Drive Wealth Management LLC | 28,278 | $1.62M | 0.4% | +2.9% | 0.080% | |
7/30/2025 | Crewe Advisors LLC | 1,841 | $106K | 0.0% | +10.3% | 0.005% | |
7/29/2025 | Foster & Motley Inc. | 15,221 | $874K | 0.1% | -9.7% | 0.043% | |
7/29/2025 | Harbor Asset Planning Inc. | 1,138 | $65K | 0.1% | N/A | 0.003% | |
7/28/2025 | Deroy & Devereaux Private Investment Counsel Inc. | 3,570 | $205K | 0.0% | N/A | 0.010% | |
7/28/2025 | Harbour Investments Inc. | 883 | $51K | 0.0% | +103.9% | 0.002% | |
7/28/2025 | Arlington Financial Advisors LLC | 232,516 | $13.35M | 2.2% | +7.0% | 0.656% | |
7/28/2025 | Axxcess Wealth Management LLC | 9,485 | $545K | 0.0% | +46.1% | 0.027% | |
7/28/2025 | Cutler Investment Counsel LLC | 3,695 | $212K | 0.0% | N/A | 0.010% | |
7/28/2025 | Revolve Wealth Partners LLC | 8,573 | $492K | 0.1% | +7.8% | 0.024% | |
7/25/2025 | NorthRock Partners LLC | 946 | $54K | 0.0% | -76.2% | 0.003% | |
7/25/2025 | CWM LLC | 3,551 | $204K | 0.0% | -23.1% | 0.010% | |
7/24/2025 | JFS Wealth Advisors LLC | 12,483 | $717K | 0.0% | -2.0% | 0.035% | |
7/24/2025 | McKinley Carter Wealth Services Inc. | 4,498 | $258K | 0.0% | N/A | 0.013% | |
7/24/2025 | US Bancorp DE | 63,489 | $3.65M | 0.0% | -4.6% | 0.179% | |
7/22/2025 | Red Tortoise LLC | 39,595 | $2.27M | 1.1% | +0.8% | 0.112% | |
7/22/2025 | Three Bridge Wealth Advisors LLC | 62,360 | $3.58M | 0.9% | +158.3% | 0.176% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 4,130 | $237K | 0.0% | -5.0% | 0.012% | |
7/17/2025 | Capital Investment Advisors LLC | 4,182 | $240K | 0.0% | N/A | 0.012% | |
7/17/2025 | Johnson & White Wealth Management LLC | 366,105 | $21.02M | 10.6% | +0.9% | 1.033% | |
7/17/2025 | KWB Wealth | 49,696 | $2.85M | 0.3% | -7.6% | 0.140% | |
7/17/2025 | Charles Schwab Trust Co | 378,017 | $21.71M | 1.6% | +10.8% | 1.066% | |
7/16/2025 | Prairiewood Capital LLC | 12,206 | $701K | 0.3% | -9.8% | 0.034% | |
7/16/2025 | Kathmere Capital Management LLC | 20,290 | $1.17M | 0.1% | -8.6% | 0.057% | |
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7/16/2025 | Maridea Wealth Management LLC | 4,712 | $271K | 0.1% | N/A | 0.013% | |
7/15/2025 | Verum Partners LLC | 66,905 | $3.84M | 0.9% | +1.3% | 0.189% | |
7/15/2025 | Mather Group LLC. | 10,897 | $626K | 0.0% | -7.5% | 0.031% | |
7/15/2025 | Foster Victor Wealth Advisors LLC | 66,378 | $3.85M | 0.3% | -3.8% | 0.187% | |
7/15/2025 | RTD Financial Advisors Inc. | 149,060 | $8.56M | 1.1% | -2.2% | 0.420% | |
7/14/2025 | Sentinel Pension Advisors LLC | 3,805 | $218K | 0.0% | N/A | 0.011% | |
7/14/2025 | Flagstar Advisors Inc. | 21,291 | $1.22M | 0.3% | +1.8% | 0.060% | |
7/14/2025 | Abound Wealth Management | 1,073 | $62K | 0.0% | N/A | 0.003% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 83,720 | $4.81M | 0.6% | N/A | 0.236% | |
7/9/2025 | Breakwater Capital Group | 76,931 | $4.42M | 0.7% | +0.9% | 0.217% | |
7/8/2025 | Lowe Wealth Advisors LLC | 19,174 | $1.10M | 0.4% | +8.4% | 0.054% | |
7/7/2025 | Centurion Wealth Management LLC | 56,530 | $3.25M | 0.9% | +55.6% | 0.159% | |
6/27/2025 | Goldman Sachs Group Inc. | 25,119 | $1.31M | 0.0% | N/A | 0.071% | |
5/21/2025 | Geneos Wealth Management Inc. | 7,428 | $386K | 0.0% | +92.0% | 0.021% | |
5/19/2025 | Jane Street Group LLC | 79,174 | $4.12M | 0.0% | +377.0% | 0.223% | |
5/16/2025 | Goldman Sachs Group Inc. | 25,119 | $1.31M | 0.0% | N/A | 0.071% | |
5/16/2025 | Jones Financial Companies Lllp | 7,721 | $401K | 0.0% | +54.9% | 0.022% | |
5/16/2025 | NewEdge Advisors LLC | 2,393 | $124K | 0.0% | +376.7% | 0.007% | |
5/15/2025 | EP Wealth Advisors LLC | 14,118 | $734K | 0.0% | +3.2% | 0.040% | |
5/15/2025 | Royal Bank of Canada | 118,946 | $6.18M | 0.0% | +6.1% | 0.336% | |
5/15/2025 | Vident Advisory LLC | 3,897 | $203K | 0.0% | N/A | 0.011% | |
5/14/2025 | Comerica Bank | 7,549 | $392K | 0.0% | +3.8% | 0.021% | |
5/14/2025 | Cedar Point Capital Partners LLC | 34,387 | $1.79M | 1.2% | +3.8% | 0.097% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 152,920 | $7.95M | 0.0% | -0.4% | 0.431% | |
5/14/2025 | Flow Traders U.S. LLC | 62,117 | $3.23M | 0.1% | N/A | 0.175% | |
5/14/2025 | Vertex Planning Partners LLC | 5,896 | $307K | 0.1% | -93.9% | 0.017% | |
5/13/2025 | HighTower Advisors LLC | 89,545 | $4.66M | 0.0% | +4.6% | 0.253% | |
5/12/2025 | Invesco Ltd. | 4,458,350 | $231.79M | 0.0% | -2.8% | 12.576% | |
5/12/2025 | Atlas Capital Advisors Inc. | 23,762 | $1.24M | 0.2% | -5.5% | 0.067% | |
5/12/2025 | Townsquare Capital LLC | 29,715 | $1.55M | 0.0% | +1.1% | 0.084% | |
5/12/2025 | AlphaCore Capital LLC | 957 | $50K | 0.0% | N/A | 0.003% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 11,699,271 | $608.25M | 0.1% | -4.8% | 33.002% | |
5/9/2025 | Financial Connections Group Inc. | 2,745 | $143K | 0.1% | N/A | 0.008% | |
5/9/2025 | Blair William & Co. IL | 1,026 | $53K | 0.0% | +101.2% | 0.003% | |
5/9/2025 | PNC Financial Services Group Inc. | 885 | $46K | 0.0% | -30.1% | 0.002% | |
5/8/2025 | TIAA Trust National Association | 4,215 | $219K | 0.0% | N/A | 0.012% | |
5/8/2025 | US Bancorp DE | 66,579 | $3.46M | 0.0% | -6.3% | 0.188% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 4,348 | $226K | 0.0% | N/A | 0.012% | |
5/8/2025 | Foster & Motley Inc. | 16,851 | $876K | 0.1% | -10.5% | 0.048% | |
5/8/2025 | NorthRock Partners LLC | 3,981 | $207K | 0.0% | N/A | 0.011% | |
5/8/2025 | Modera Wealth Management LLC | 4,753 | $247K | 0.0% | -8.4% | 0.013% | |
5/7/2025 | Atlas Legacy Advisors LLC | 5,776 | $304K | 0.1% | -45.6% | 0.016% | |
5/7/2025 | LPL Financial LLC | 511,425 | $26.59M | 0.0% | +1.1% | 1.443% | |
5/7/2025 | Security Financial Services INC. | 6,426 | $334K | 0.1% | +6.1% | 0.018% | |
5/7/2025 | Drive Wealth Management LLC | 27,471 | $1.43M | 0.3% | -6.5% | 0.077% | |
5/6/2025 | Cetera Investment Advisers | 167,159 | $8.69M | 0.0% | +71.0% | 0.466% | |
5/6/2025 | Avantax Advisory Services Inc. | 22,175 | $1.15M | 0.0% | +3.5% | 0.062% | |
5/5/2025 | IFP Advisors Inc | 2,580 | $134K | 0.0% | N/A | 0.007% | |
5/5/2025 | Archer Investment Corp | 65,026 | $3.38M | 0.9% | -1.1% | 0.181% | |
5/5/2025 | Riverchase Wealth Management LLC | 25,378 | $1.32M | 0.9% | -1.0% | 0.071% | |
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5/2/2025 | Hardy Reed LLC | 10,346 | $538K | 0.0% | N/A | 0.029% | |
5/2/2025 | Wealthfront Advisers LLC | 9,671 | $503K | 0.0% | -23.4% | 0.027% | |
5/1/2025 | Key Financial Inc | 14,942 | $777K | 0.2% | +10.0% | 0.042% | |
5/1/2025 | Kathmere Capital Management LLC | 22,187 | $1.15M | 0.1% | -7.1% | 0.062% | |
5/1/2025 | Austin Wealth Management LLC | 3,869 | $205K | 0.0% | N/A | 0.011% | |
4/30/2025 | Cerity Partners LLC | 30,232 | $1.57M | 0.0% | -6.4% | 0.084% | |
4/30/2025 | Hara Capital LLC | 477 | $25K | 0.0% | -33.5% | 0.001% | |
4/30/2025 | Axxcess Wealth Management LLC | 6,492 | $338K | 0.0% | N/A | 0.018% | |
4/29/2025 | Fairway Wealth LLC | 604 | $31K | 0.0% | N/A | 0.002% | |
4/29/2025 | Callan Capital LLC | 105,664 | $5.49M | 0.4% | -2.9% | 0.295% | |