8/27/2025 | Stonebridge Wealth Management LLC | 65,041 | $3.09M | 3.0% | N/A | 0.101% | |
8/27/2025 | Orion Porfolio Solutions LLC | 9,956 | $474K | 0.0% | +2.7% | 0.015% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 1,214 | $58K | 0.0% | -72.5% | 0.002% | |
8/19/2025 | Delos Wealth Advisors LLC | 65,408 | $3.11M | 2.4% | -7.2% | 0.101% | |
8/18/2025 | N.E.W. Advisory Services LLC | 3,406 | $162K | 0.0% | -41.3% | 0.005% | |
8/18/2025 | Geneos Wealth Management Inc. | 93,787 | $4.46M | 0.1% | +5.8% | 0.145% | |
8/18/2025 | Kestra Investment Management LLC | 19,541 | $929K | 0.0% | -7.0% | 0.030% | |
8/15/2025 | Tower Research Capital LLC TRC | 12,616 | $600K | 0.0% | +167.7% | 0.020% | |
8/15/2025 | Equitable Holdings Inc. | 318,131 | $15.13M | 0.1% | +1.6% | 0.493% | |
8/15/2025 | Two Sigma Securities LLC | 6,451 | $307K | 0.0% | -53.1% | 0.010% | |
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8/15/2025 | Orion Porfolio Solutions LLC | 9,956 | $474K | 0.0% | +2.7% | 0.015% | |
8/15/2025 | MML Investors Services LLC | 63,666 | $3.03M | 0.0% | -18.7% | 0.099% | |
8/15/2025 | LM Advisors LLC | 55,624 | $2.65M | 0.3% | -4.1% | 0.086% | |
8/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 10,300 | $490K | 0.1% | -20.8% | 0.016% | |
8/15/2025 | BNP Paribas Financial Markets | 90,036 | $4.28M | 0.0% | +797.2% | 0.139% | |
8/15/2025 | Bank of America Corp DE | 1,109,919 | $52.79M | 0.0% | +0.3% | 1.719% | |
8/15/2025 | Ameriprise Financial Inc. | 401,007 | $19.81M | 0.0% | -64.8% | 0.621% | |
8/14/2025 | Jane Street Group LLC | 32,509 | $1.55M | 0.0% | +1.2% | 0.050% | |
8/14/2025 | NCM Capital Management LLC | 10,213 | $490K | 0.2% | +57.1% | 0.016% | |
8/14/2025 | Raymond James Financial Inc. | 755,806 | $35.95M | 0.0% | +10.3% | 1.171% | |
8/14/2025 | NewEdge Advisors LLC | 115,283 | $5.48M | 0.0% | +1.1% | 0.179% | |
8/14/2025 | Qube Research & Technologies Ltd | 26,809 | $1.28M | 0.0% | N/A | 0.042% | |
8/14/2025 | Cerity Partners LLC | 7,799 | $371K | 0.0% | -22.6% | 0.012% | |
8/13/2025 | Baird Financial Group Inc. | 46,772 | $2.22M | 0.0% | +15.8% | 0.072% | |
8/13/2025 | Crescent Grove Advisors LLC | 24,268 | $1.15M | 0.1% | +121.9% | 0.038% | |
8/13/2025 | Invesco Ltd. | 27,732 | $1.32M | 0.0% | -8.4% | 0.043% | |
8/13/2025 | Level Four Advisory Services LLC | 12,906 | $614K | 0.0% | +7.7% | 0.020% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 24,158 | $1.15M | 0.0% | +14.8% | 0.037% | |
8/12/2025 | J.W. Cole Advisors Inc. | 23,393 | $1.11M | 0.0% | -8.0% | 0.036% | |
8/12/2025 | Financial Advocates Investment Management | 12,692 | $604K | 0.0% | -2.0% | 0.020% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 19,744 | $939K | 0.0% | +2.1% | 0.031% | |
8/12/2025 | CreativeOne Wealth LLC | 68,700 | $3.27M | 0.1% | +21.6% | 0.106% | |
8/12/2025 | Global Retirement Partners LLC | 16,555 | $787K | 0.0% | N/A | 0.026% | |
8/12/2025 | Waterloo Capital L.P. | 5,147 | $245K | 0.0% | -12.9% | 0.008% | |
8/12/2025 | AlphaCore Capital LLC | 13,723 | $653K | 0.0% | -15.7% | 0.021% | |
8/12/2025 | Franklin Resources Inc. | 703,661 | $33.47M | 0.0% | +5.4% | 1.090% | |
8/12/2025 | JPMorgan Chase & Co. | 207,929 | $9.89M | 0.0% | -29.4% | 0.322% | |
8/12/2025 | Clal Insurance Enterprises Holdings Ltd | 85,400 | $4.06M | 0.0% | -30.0% | 0.132% | |
8/11/2025 | Y.D. More Investments Ltd | 4,120 | $195K | 0.0% | -8.8% | 0.006% | |
8/8/2025 | Kingsview Wealth Management LLC | 9,074 | $432K | 0.0% | -26.5% | 0.014% | |
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8/8/2025 | Cetera Investment Advisers | 222,212 | $10.57M | 0.0% | +4.6% | 0.344% | |
8/8/2025 | Fusion Capital LLC | 123,321 | $5.87M | 2.0% | +2.3% | 0.191% | |
8/8/2025 | Creative Planning | 84,674 | $4.03M | 0.0% | -14.9% | 0.131% | |
8/8/2025 | PNC Financial Services Group Inc. | 2,389 | $114K | 0.0% | -87.3% | 0.004% | |
8/7/2025 | Allworth Financial LP | 201,773 | $9.60M | 0.0% | -4.1% | 0.312% | |
8/7/2025 | Mitsubishi UFJ Asset Management Co. Ltd. | 27,400 | $1.30M | 0.0% | -2.8% | 0.042% | |
8/6/2025 | Prospera Financial Services Inc | 14,727 | $701K | 0.0% | +2.8% | 0.023% | |
8/6/2025 | Atlas Legacy Advisors LLC | 37,582 | $1.79M | 0.4% | +11.9% | 0.058% | |
8/6/2025 | Washington Trust Bank | 39,746 | $1.89M | 0.2% | +0.5% | 0.061% | |
8/5/2025 | Retirement Financial Solutions LLC | 120,857 | $5.75M | 3.6% | -5.4% | 0.187% | |
8/5/2025 | Bank of Montreal Can | 263,884 | $12.55M | 0.0% | -14.2% | 0.408% | |
8/5/2025 | Sigma Planning Corp | 15,914 | $757K | 0.0% | +5.5% | 0.025% | |
8/5/2025 | Lifeworks Advisors LLC | 19,096 | $908K | 0.1% | +25.9% | 0.030% | |
8/4/2025 | AlphaStar Capital Management LLC | 14,860 | $707K | 0.0% | -6.7% | 0.023% | |
8/4/2025 | Bridgewealth Advisory Group LLC | 4,800 | $228K | 0.1% | N/A | 0.007% | |
8/4/2025 | Integrity Alliance LLC. | 9,801 | $466K | 0.0% | -44.8% | 0.015% | |
8/4/2025 | Prairie Wealth Advisors Inc. | 7,614 | $362K | 0.2% | +3.7% | 0.012% | |
8/4/2025 | Atria Investments Inc | 22,980 | $1.09M | 0.0% | -63.2% | 0.036% | |
8/4/2025 | Spire Wealth Management | 9,306 | $443K | 0.0% | -28.9% | 0.014% | |
8/4/2025 | Arkadios Wealth Advisors | 29,709 | $1.41M | 0.0% | -14.5% | 0.046% | |
8/4/2025 | Migdal Insurance & Financial Holdings Ltd. | 8,003 | $381K | 0.0% | +41.6% | 0.012% | |
8/4/2025 | L.M. Kohn & Company | 21,619 | $1.03M | 0.3% | +5.7% | 0.033% | |
8/1/2025 | Shilanski & Associates Inc. | 223,369 | $10.62M | 3.0% | +0.8% | 0.345% | |
8/1/2025 | Brookwood Investment Group LLC | 28,286 | $1.35M | 0.2% | -0.8% | 0.044% | |
8/1/2025 | Envestnet Asset Management Inc. | 371,209 | $17.61M | 0.0% | +22.0% | 0.574% | |
7/31/2025 | Wealthfront Advisers LLC | 10,939 | $520K | 0.0% | +26.1% | 0.017% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 34,631 | $1.65M | 0.0% | +14.3% | 0.054% | |
7/31/2025 | Leelyn Smith LLC | 160,252 | $7.62M | 1.3% | +2.6% | 0.248% | |
7/31/2025 | Pinnacle Wealth Management Group Inc. | 55,176 | $2.62M | 1.5% | +3.9% | 0.085% | |
7/31/2025 | Carnegie Investment Counsel | 10,315 | $491K | 0.0% | -14.5% | 0.016% | |
7/30/2025 | Bleakley Financial Group LLC | 16,480 | $784K | 0.0% | -15.6% | 0.025% | |
7/30/2025 | Patten Group Inc. | 25,312 | $1.20M | 0.3% | +1.8% | 0.039% | |
7/30/2025 | Cookson Peirce & Co. Inc. | 59,127 | $2.81M | 0.1% | +0.6% | 0.091% | |
7/30/2025 | Brookstone Capital Management | 146,762 | $6.98M | 0.1% | -7.2% | 0.227% | |
7/30/2025 | BTS Asset Management Inc. | 214,253 | $10.19M | 12.3% | N/A | 0.331% | |
7/30/2025 | D.A. Davidson & CO. | 27,291 | $1.30M | 0.0% | +2.8% | 0.042% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 437,540 | $20.81M | 0.8% | +4.1% | 0.677% | |
7/30/2025 | WESPAC Advisors SoCal LLC | 65,542 | $3.12M | 0.7% | -69.2% | 0.101% | |
7/30/2025 | WBH Advisory Inc. | 9,663 | $460K | 0.0% | N/A | 0.015% | |
7/29/2025 | International Assets Investment Management LLC | 11,896 | $566K | 0.0% | +22.6% | 0.018% | |
7/29/2025 | Ballast Inc. | 5,385 | $256K | 0.1% | N/A | 0.008% | |
7/29/2025 | Stratos Wealth Partners LTD. | 28,578 | $1.36M | 0.0% | +5.8% | 0.044% | |
7/29/2025 | Stratos Wealth Advisors LLC | 12,421 | $591K | 0.0% | +21.5% | 0.019% | |
7/29/2025 | Private Trust Co. NA | 35,496 | $1.69M | 0.2% | -10.8% | 0.055% | |
7/29/2025 | Interactive Financial Advisors Inc. | 14,694 | $699K | 0.3% | -4.1% | 0.023% | |
7/28/2025 | Patten & Patten Inc. TN | 28,650 | $1.36M | 0.1% | -0.8% | 0.044% | |
7/28/2025 | Copia Wealth Management | 5,699 | $271K | 0.2% | +74.0% | 0.009% | |
7/28/2025 | Triton Wealth Management PLLC | 5,152 | $252K | 0.1% | N/A | 0.008% | |
7/28/2025 | Axxcess Wealth Management LLC | 23,052 | $1.10M | 0.0% | +60.0% | 0.036% | |
7/25/2025 | Atria Wealth Solutions Inc. | 18,405 | $875K | 0.0% | -73.0% | 0.028% | |
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7/25/2025 | Envestnet Portfolio Solutions Inc. | 12,304 | $585K | 0.0% | +65.4% | 0.019% | |
7/25/2025 | Prostatis Group LLC | 8,363 | $398K | 0.1% | -94.8% | 0.013% | |
7/25/2025 | Meritage Portfolio Management | 23,847 | $1.13M | 0.1% | -4.7% | 0.037% | |
7/25/2025 | CWM LLC | 5,797 | $276K | 0.0% | +20.8% | 0.009% | |
7/25/2025 | Concurrent Investment Advisors LLC | 33,074 | $1.57M | 0.0% | +39.4% | 0.051% | |
7/24/2025 | Lmcg Investments LLC | 73,783 | $3.51M | 0.2% | +13.0% | 0.114% | |
7/24/2025 | WMG Financial Advisors LLC | 9,348 | $445K | 0.2% | +2.7% | 0.014% | |
7/24/2025 | IFP Advisors Inc | 3,577 | $170K | 0.0% | -6.2% | 0.006% | |
7/23/2025 | Eagle Strategies LLC | 8,635 | $411K | 0.1% | +18.5% | 0.013% | |
7/23/2025 | Tyche Wealth Partners LLC | 42,756 | $2.03M | 0.4% | -4.2% | 0.066% | |