10/22/2025 | APS Management Group Inc. | 55,375 | $1.68M | 1.2% | N/A | 0.021% | |
10/22/2025 | Kelly Financial Group LLC | 13,968 | $423K | 0.1% | +56.8% | 0.005% | |
10/22/2025 | MassMutual Private Wealth & Trust FSB | 99,159 | $3.00M | 0.1% | -4.8% | 0.037% | |
10/22/2025 | Absher Wealth Management LLC | 3,797 | $115K | 0.0% | N/A | 0.001% | |
10/22/2025 | CoreCap Advisors LLC | 27,817 | $843K | 0.0% | -3.5% | 0.010% | |
10/22/2025 | RFG Bristol Wealth Advisors LLC | 12,719 | $385K | 0.1% | -94.2% | 0.005% | |
10/22/2025 | Private Wealth Group LLC | 38,255 | $1.16M | 0.6% | -12.9% | 0.014% | |
10/22/2025 | Echo Wealth Management LLC | 67,433 | $2.04M | 1.2% | +5.1% | 0.025% | |
10/22/2025 | City Holding Co. | 53,573 | $1.62M | 0.2% | +13.4% | 0.020% | |
10/22/2025 | Foronjy Financial LLC | 6,620 | $201K | 0.1% | -25.1% | 0.002% | |
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10/22/2025 | Commonwealth Equity Services LLC | 310,664 | $9.41M | 0.0% | -27.1% | 0.115% | |
10/22/2025 | Cedar Point Capital Partners LLC | 9,066 | $275K | 0.2% | +5.1% | 0.003% | |
10/22/2025 | Vannoy Advisory Group Inc. | 6,617 | $200K | 0.1% | N/A | 0.002% | |
10/22/2025 | Alpha Omega Wealth Management LLC | 58,919 | $1.79M | 0.3% | -0.8% | 0.022% | |
10/21/2025 | Eagle Strategies LLC | 217,768 | $6.60M | 0.9% | +1,809.1% | 0.081% | |
10/21/2025 | Global Retirement Partners LLC | 36,565 | $1.11M | 0.0% | +1.1% | 0.014% | |
10/21/2025 | Capital Advisors Inc. OK | 940,810 | $28.50M | 0.5% | -0.3% | 0.351% | |
10/21/2025 | Commonwealth Financial Services LLC | 20,637 | $625K | 0.1% | N/A | 0.008% | |
10/21/2025 | Tradewinds Capital Management LLC | 78,371 | $2.37M | 0.5% | -24.0% | 0.029% | |
10/21/2025 | Quattro Financial Advisors LLC | 238,552 | $7.23M | 2.3% | -2.8% | 0.089% | |
10/21/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 63,610 | $1.93M | 0.1% | N/A | 0.024% | |
10/21/2025 | Cascade Financial Partners LLC | 88,785 | $2.69M | 0.3% | +23.6% | 0.033% | |
10/20/2025 | Merit Financial Group LLC | 22,306 | $676K | 0.0% | -42.0% | 0.008% | |
10/20/2025 | Meridian Financial Advisors LLC | 56,843 | $1.72M | 1.0% | +8.0% | 0.021% | |
10/20/2025 | Mustard Seed Financial LLC | 22,142 | $671K | 0.4% | +2.8% | 0.008% | |
10/17/2025 | Austin Private Wealth LLC | 14,746 | $447K | 0.0% | -44.4% | 0.006% | |
10/17/2025 | HM Payson & Co. | 140,867 | $4.27M | 0.1% | +1.6% | 0.053% | |
10/17/2025 | Total Wealth Planning LLC | 69,515 | $2.11M | 0.2% | +1.0% | 0.026% | |
10/17/2025 | Sowell Financial Services LLC | 50,787 | $1.54M | 0.1% | -2.8% | 0.019% | |
10/17/2025 | Apollon Wealth Management LLC | 99,527 | $3.02M | 0.1% | -25.2% | 0.037% | |
10/16/2025 | OLIO Financial Planning | 73,728 | $2.23M | 0.7% | -1.4% | 0.028% | |
10/16/2025 | New Hampshire Trust | 22,896 | $694K | 0.1% | +58.6% | 0.009% | |
10/16/2025 | Brian Low Financial Group LLC | 81,017 | $2.45M | 1.9% | -3.8% | 0.030% | |
10/16/2025 | Orange Investment Advisors Inc. | 1,155,275 | $34.99M | 3.6% | +6.5% | 0.432% | |
10/16/2025 | Litman Gregory Wealth Management LLC | 596,546 | $18.07M | 1.3% | -20.3% | 0.223% | |
10/16/2025 | Sheets Smith Wealth Management | 25,401 | $769K | 0.1% | +4.4% | 0.009% | |
10/16/2025 | Sharper & Granite LLC | 57,930 | $1.76M | 0.6% | +6.2% | 0.022% | |
10/15/2025 | CWM LLC | 719,406 | $21.79M | 0.1% | +0.3% | 0.269% | |
10/15/2025 | Capital Wealth Management LLC | 1,029,121 | $31.17M | 10.8% | +1.2% | 0.385% | |
10/15/2025 | Gemmer Asset Management LLC | 1,156,873 | $35.04M | 2.8% | +8.2% | 0.432% | |
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10/15/2025 | World Investment Advisors | 7,916 | $240K | 0.0% | -25.1% | 0.003% | |
10/15/2025 | Private Trust Co. NA | 15,096 | $457K | 0.0% | -6.9% | 0.006% | |
10/15/2025 | DAVENPORT & Co LLC | 230,831 | $6.99M | 0.0% | +17.3% | 0.087% | |
10/15/2025 | Silver Lake Advisory LLC | 135,738 | $4.11M | 1.6% | +1.5% | 0.051% | |
10/15/2025 | Revisor Wealth Management LLC | 157,106 | $4.74M | 1.6% | +2.7% | 0.059% | |
10/14/2025 | Bulwark Capital Corp | 21,525 | $652K | 0.5% | -44.4% | 0.008% | |
10/14/2025 | Farther Finance Advisors LLC | 27,339 | $828K | 0.0% | +1,705.7% | 0.010% | |
10/14/2025 | 21 West Wealth Management LLC | 23,000 | $697K | 0.7% | -63.9% | 0.009% | |
10/14/2025 | Parcion Private Wealth LLC | 137,685 | $4.17M | 0.3% | -1.9% | 0.052% | |
10/14/2025 | Rockwood Wealth Management LLC | 2,132,703 | $64.60M | 5.2% | +4.4% | 0.804% | |
10/10/2025 | Cornerstone Management Inc. | 454,284 | $13.76M | 2.3% | +4.1% | 0.171% | |
10/10/2025 | KMG Fiduciary Partners LLC | 71,702 | $2.17M | 0.1% | -3.8% | 0.027% | |
10/9/2025 | CGN Advisors LLC | 130,322 | $3.95M | 0.3% | -2.3% | 0.049% | |
10/9/2025 | Bartlett & CO. Wealth Management LLC | 122,449 | $3.71M | 0.0% | -6.7% | 0.046% | |
10/9/2025 | AdvisorNet Financial Inc | 15,767 | $478K | 0.0% | +2.8% | 0.006% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 89,982 | $2.73M | 0.1% | N/A | 0.034% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 479,199 | $14.52M | 0.4% | +9.5% | 0.181% | |
10/9/2025 | Whalen Wealth Management Inc. | 74,998 | $2.27M | 1.3% | N/A | 0.028% | |
10/8/2025 | First County Bank CT | 9,426 | $286K | 0.1% | +9.2% | 0.004% | |
10/7/2025 | Walker Financial Services Inc. | 971,798 | $29.44M | 11.5% | -26.9% | 0.366% | |
10/7/2025 | Stephens Group Asset Management LLC | 11,671 | $354K | 0.0% | -23.6% | 0.004% | |
10/6/2025 | ARS Wealth Advisors Group LLC | 8,606 | $261K | 0.0% | +8.4% | 0.003% | |
10/6/2025 | Martin Capital Partners LLC | 184,796 | $5.60M | 2.2% | -6.6% | 0.070% | |
10/2/2025 | GAMMA Investing LLC | 209,712 | $6.35M | 0.4% | +6.5% | 0.077% | |
9/30/2025 | Gilbert Capital Group Inc. | 68,839 | $2.08M | 1.7% | N/A | 0.025% | |
9/26/2025 | Corient Private Wealth LLC | 72,153 | $2.18M | 0.0% | -4.5% | 0.026% | |
9/15/2025 | Migdal Insurance & Financial Holdings Ltd. | 21,884 | $661K | 0.0% | +9.0% | 0.008% | |
9/4/2025 | Osaic Holdings Inc. | 1,344,119 | $40.58M | 0.1% | +11.3% | 0.491% | |
8/27/2025 | Orion Porfolio Solutions LLC | 126,457 | $3.82M | 0.0% | -8.3% | 0.046% | |
8/26/2025 | Thrivent Financial for Lutherans | 8,368 | $253K | 0.0% | -56.6% | 0.003% | |
8/22/2025 | TT Capital Management LLC | 83,898 | $2.52M | 0.8% | N/A | 0.031% | |
8/19/2025 | Advisory Services Network LLC | 427,035 | $12.86M | 0.2% | +2.9% | 0.156% | |
8/19/2025 | Anchor Investment Management LLC | 5,000 | $151K | 0.0% | -48.5% | 0.002% | |
8/18/2025 | Kestra Investment Management LLC | 15,681 | $473K | 0.0% | +14.0% | 0.006% | |
8/15/2025 | Tower Research Capital LLC TRC | 79,581 | $2.40M | 0.1% | N/A | 0.029% | |
8/15/2025 | Corient Private Wealth LLC | 144,306 | $4.36M | 0.0% | +91.1% | 0.053% | |
8/15/2025 | Equitable Holdings Inc. | 294,499 | $8.89M | 0.1% | +15.5% | 0.107% | |
8/15/2025 | Captrust Financial Advisors | 88,574 | $2.67M | 0.0% | -2.0% | 0.032% | |
8/15/2025 | Truefg LLC | 284,158 | $8.58M | 2.5% | +2.1% | 0.104% | |
8/15/2025 | Two Sigma Securities LLC | 54,906 | $1.66M | 0.2% | -46.6% | 0.020% | |
8/15/2025 | Scott Marsh Financial LLC | 10,725 | $324K | 0.1% | N/A | 0.004% | |
8/15/2025 | Orion Porfolio Solutions LLC | 126,457 | $3.82M | 0.0% | -8.3% | 0.046% | |
8/15/2025 | MML Investors Services LLC | 218,948 | $6.61M | 0.0% | +24.7% | 0.080% | |
8/15/2025 | Modern Wealth Management LLC | 705,285 | $21.29M | 0.5% | +20.4% | 0.257% | |
8/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 1,041,019 | $31.43M | 5.4% | -8.1% | 0.380% | |
8/15/2025 | IHT Wealth Management LLC | 57,784 | $1.74M | 0.0% | -26.2% | 0.021% | |
8/15/2025 | EP Wealth Advisors LLC | 93,164 | $2.81M | 0.0% | -0.5% | 0.034% | |
8/15/2025 | Engineers Gate Manager LP | 41,924 | $1.27M | 0.0% | -16.5% | 0.015% | |
8/15/2025 | Curi Capital LLC | 17,197 | $519K | 0.0% | N/A | 0.006% | |
8/15/2025 | Bank of America Corp DE | 4,917,217 | $148.45M | 0.0% | +0.1% | 1.795% | |
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8/15/2025 | Ameriprise Financial Inc. | 2,047,345 | $61.80M | 0.0% | +38.5% | 0.747% | |
8/14/2025 | Raymond James Financial Inc. | 531,557 | $16.05M | 0.0% | -3.1% | 0.194% | |
8/14/2025 | Soros Fund Management LLC | 31,925 | $964K | 0.0% | -51.1% | 0.012% | |
8/14/2025 | Betterment LLC | 62,038 | $1.87M | 0.0% | -4.1% | 0.023% | |
8/14/2025 | Diversify Wealth Management LLC | 7,428 | $224K | 0.0% | -22.3% | 0.003% | |
8/14/2025 | Diversify Advisory Services LLC | 26,831 | $809K | 0.0% | +119.5% | 0.010% | |
8/14/2025 | Main Street Financial Solutions LLC | 26,978 | $814K | 0.1% | N/A | 0.010% | |
8/14/2025 | Sei Investments Co. | 107,761 | $3.25M | 0.0% | +583.7% | 0.039% | |
8/14/2025 | Stonehaven Wealth & Tax Solutions LLC | 11,908 | $360K | 0.4% | +13.1% | 0.004% | |
8/14/2025 | State Street Corp | 3,492,076 | $105.43M | 0.0% | +8.9% | 1.274% | |