8/16/2025 | Evergreen Capital Management LLC | 14,079 | $1.78M | 0.1% | -1.5% | 0.051% | |
8/15/2025 | Tower Research Capital LLC TRC | 3,333 | $422K | 0.0% | +29.9% | 0.012% | |
8/15/2025 | Global View Capital Management LLC | 1,902 | $241K | 0.1% | -40.0% | 0.007% | |
8/15/2025 | Corient Private Wealth LLC | 14,149 | $1.80M | 0.0% | -10.8% | 0.051% | |
8/15/2025 | Captrust Financial Advisors | 11,134 | $1.41M | 0.0% | -13.9% | 0.040% | |
8/15/2025 | Snowden Capital Advisors LLC | 11,542 | $1.46M | 0.0% | +5.3% | 0.042% | |
8/15/2025 | Orion Porfolio Solutions LLC | 5,038 | $639K | 0.0% | -2.1% | 0.018% | |
8/15/2025 | MML Investors Services LLC | 42,615 | $5.40M | 0.0% | +13.0% | 0.154% | |
8/15/2025 | Modern Wealth Management LLC | 29,994 | $3.80M | 0.1% | N/A | 0.109% | |
8/15/2025 | EP Wealth Advisors LLC | 5,035 | $638K | 0.0% | +6.2% | 0.018% | |
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8/15/2025 | Balanced Rock Investment Advisors LLC | 2,528 | $320K | 0.3% | -6.0% | 0.009% | |
8/15/2025 | Bank of America Corp DE | 1,464,867 | $185.67M | 0.0% | -1.4% | 5.307% | |
8/15/2025 | Ameriprise Financial Inc. | 590,215 | $74.82M | 0.0% | -9.3% | 2.138% | |
8/14/2025 | Connecticut Wealth Management LLC | 3,082 | $391K | 0.0% | +7.8% | 0.011% | |
8/14/2025 | Jane Street Group LLC | 16,400 | $2.08M | 0.0% | +62.8% | 0.059% | |
8/14/2025 | Raymond James Financial Inc. | 187,899 | $23.82M | 0.0% | -7.1% | 0.681% | |
8/14/2025 | NewEdge Advisors LLC | 53,058 | $6.73M | 0.0% | -2.9% | 0.192% | |
8/14/2025 | Qube Research & Technologies Ltd | 344 | $44K | 0.0% | -56.3% | 0.001% | |
8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 9,708 | $1.23M | 0.0% | +6.4% | 0.035% | |
8/14/2025 | Baker Avenue Asset Management LP | 11,642 | $1.48M | 0.0% | -12.6% | 0.042% | |
8/14/2025 | Cerity Partners LLC | 29,351 | $3.72M | 0.0% | +1.6% | 0.106% | |
8/13/2025 | Shepherd Financial Partners LLC | 22,360 | $2.83M | 0.3% | -0.7% | 0.081% | |
8/13/2025 | StoneX Group Inc. | 2,331 | $295K | 0.0% | N/A | 0.008% | |
8/13/2025 | SageView Advisory Group LLC | 30,270 | $3.93M | 0.1% | -1.9% | 0.110% | |
8/13/2025 | Capital Advisors Wealth Management LLC | 2,127 | $270K | 0.0% | -4.6% | 0.008% | |
8/13/2025 | SCS Capital Management LLC | 5,080 | $644K | 0.0% | -3.8% | 0.018% | |
8/13/2025 | Portland Global Advisors LLC | 9,680 | $1.23M | 0.1% | -1.0% | 0.035% | |
8/13/2025 | Milestone Investment Advisors LLC | 12,445 | $1.58M | 0.4% | -13.3% | 0.045% | |
8/13/2025 | Baird Financial Group Inc. | 182,517 | $23.13M | 0.0% | +24.8% | 0.661% | |
8/13/2025 | Acorns Advisers LLC | 426,341 | $54.04M | 0.5% | +11.6% | 1.545% | |
8/13/2025 | Argyle Capital Partners LLC | 1,696 | $215K | 0.2% | N/A | 0.006% | |
8/13/2025 | IAG Wealth Partners LLC | 2,059 | $261K | 0.0% | +10.8% | 0.007% | |
8/13/2025 | Beacon Pointe Advisors LLC | 8,899 | $1.13M | 0.0% | -3.3% | 0.032% | |
8/13/2025 | M&T Bank Corp | 503,649 | $63.84M | 0.2% | -2.4% | 1.825% | |
8/13/2025 | Van Hulzen Asset Management LLC | 1,705 | $216K | 0.0% | N/A | 0.006% | |
8/13/2025 | Boston Family Office LLC | 1,600 | $203K | 0.0% | N/A | 0.006% | |
8/13/2025 | VestGen Advisors LLC | 10,549 | $1.36M | 0.1% | -5.6% | 0.038% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 68,253 | $8.65M | 0.0% | -17.5% | 0.247% | |
8/12/2025 | J.W. Cole Advisors Inc. | 14,433 | $1.83M | 0.0% | +111.0% | 0.052% | |
8/12/2025 | Richmond Investment Services LLC | 4,662 | $591K | 0.1% | +100.2% | 0.017% | |
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8/12/2025 | Associated Banc Corp | 2,629 | $333K | 0.0% | N/A | 0.010% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 27,851 | $3.53M | 0.0% | -2.7% | 0.101% | |
8/12/2025 | Global Retirement Partners LLC | 4,635 | $588K | 0.0% | N/A | 0.017% | |
8/12/2025 | WealthBridge Capital Management LLC | 4,717 | $598K | 0.2% | +3.3% | 0.017% | |
8/12/2025 | Franklin Resources Inc. | 11,483 | $1.46M | 0.0% | -9.9% | 0.042% | |
8/12/2025 | Journey Strategic Wealth LLC | 9,644 | $1.22M | 0.0% | -3.6% | 0.035% | |
8/12/2025 | JPMorgan Chase & Co. | 425,834 | $53.98M | 0.0% | -71.6% | 1.543% | |
8/12/2025 | Bank Julius Baer & Co. Ltd Zurich | 7,840 | $994K | 0.0% | -10.0% | 0.028% | |
8/11/2025 | Birchbrook Inc. | 3,991 | $506K | 0.3% | -28.6% | 0.014% | |
8/11/2025 | Perennial Investment Advisors LLC | 1,664 | $211K | 0.0% | N/A | 0.006% | |
8/11/2025 | Wescott Financial Advisory Group LLC | 13,730 | $1.74M | 0.2% | +17.0% | 0.050% | |
8/11/2025 | Farrow Financial Inc. | 97,580 | $12.37M | 7.5% | +1.3% | 0.354% | |
8/11/2025 | Bell Investment Advisors Inc | 1,787 | $226K | 0.0% | +95.1% | 0.006% | |
8/8/2025 | Rockefeller Capital Management L.P. | 16,369 | $2.08M | 0.0% | +8.6% | 0.059% | |
8/8/2025 | MJP Associates Inc. ADV | 1,682 | $213K | 0.0% | -24.8% | 0.006% | |
8/8/2025 | Cetera Investment Advisers | 65,079 | $8.25M | 0.0% | +25.5% | 0.236% | |
8/8/2025 | Creative Planning | 48,234 | $6.11M | 0.0% | -1.7% | 0.175% | |
8/8/2025 | WealthShield Partners LLC | 7,025 | $890K | 0.1% | -4.0% | 0.025% | |
8/8/2025 | Good Life Advisors LLC | 8,312 | $1.05M | 0.1% | +2.8% | 0.030% | |
8/8/2025 | Bailard Inc. | 22,868 | $2.90M | 0.1% | -6.1% | 0.083% | |
8/8/2025 | Accredited Investors Inc. | 55,584 | $7.05M | 0.4% | -6.9% | 0.201% | |
8/8/2025 | PNC Financial Services Group Inc. | 1,040,107 | $131.83M | 0.1% | +4.3% | 3.769% | |
8/8/2025 | SBI Securities Co. Ltd. | 1,085 | $138K | 0.0% | -14.9% | 0.004% | |
8/8/2025 | eCIO Inc. | 58,174 | $7.37M | 3.1% | +95.7% | 0.211% | |
8/8/2025 | IMA Advisory Services Inc. | 477,637 | $60.54M | 6.6% | +1.7% | 1.731% | |
8/7/2025 | Fund Evaluation Group LLC | 124,086 | $15.72M | 0.6% | -3.5% | 0.450% | |
8/7/2025 | Fountainhead AM LLC | 8,271 | $1.05M | 0.2% | -8.0% | 0.030% | |
8/7/2025 | Midwest Trust Co | 7,144 | $906K | 0.0% | N/A | 0.026% | |
8/7/2025 | LFA Lugano Financial Advisors SA | 1,343 | $170K | 0.1% | -97.2% | 0.005% | |
8/7/2025 | Brio Consultants LLC | 4,840 | $613K | 0.1% | +24.8% | 0.018% | |
8/7/2025 | Rollins Financial Advisors LLC | 5,968 | $756K | 0.1% | -1.6% | 0.022% | |
8/7/2025 | Sound View Wealth Advisors Group LLC | 3,727 | $472K | 0.0% | -3.5% | 0.014% | |
8/6/2025 | AGF Management Ltd. | 4,900 | $621K | 0.0% | +14.0% | 0.018% | |
8/6/2025 | AE Wealth Management LLC | 665 | $84K | 0.0% | +89.5% | 0.002% | |
8/6/2025 | Savant Capital LLC | 3,735 | $473K | 0.0% | +92.2% | 0.014% | |
8/6/2025 | Long Run Wealth Advisors LLC | 30,451 | $3.86M | 0.8% | -5.3% | 0.110% | |
8/6/2025 | Atlantic Union Bankshares Corp | 832 | $105K | 0.0% | N/A | 0.003% | |
8/6/2025 | Trillium Asset Management LLC | 3,648 | $462K | 0.0% | -2.7% | 0.013% | |
8/5/2025 | Arrowroot Family Office LLC | 2,879 | $365K | 0.2% | N/A | 0.010% | |
8/5/2025 | Ellevest Inc. | 13,582 | $1.72M | 0.3% | -93.2% | 0.049% | |
8/5/2025 | Crestwood Advisors Group LLC | 19,844 | $2.52M | 0.0% | -4.0% | 0.072% | |
8/5/2025 | Freestone Capital Holdings LLC | 7,479 | $948K | 0.0% | -28.0% | 0.027% | |
8/5/2025 | Westside Investment Management Inc. | 6,831 | $866K | 0.2% | -5.5% | 0.025% | |
8/5/2025 | Bank of Montreal Can | 52,517 | $6.66M | 0.0% | +0.3% | 0.190% | |
8/5/2025 | Mission Wealth Management LP | 432,818 | $54.86M | 1.2% | -10.5% | 1.568% | |
8/5/2025 | TIAA Trust National Association | 13,844 | $1.76M | 0.0% | -8.8% | 0.050% | |
8/4/2025 | Ledyard National Bank | 22,347 | $2.83M | 0.3% | +5.8% | 0.081% | |
8/4/2025 | Spinnaker Trust | 594,652 | $75.37M | 4.5% | -1.8% | 2.155% | |
8/4/2025 | Keybank National Association OH | 54,281 | $6.88M | 0.0% | -3.5% | 0.197% | |
8/4/2025 | Spire Wealth Management | 1,305 | $165K | 0.0% | -29.2% | 0.005% | |
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8/4/2025 | Hantz Financial Services Inc. | 386 | $49K | 0.0% | N/A | 0.001% | |
8/4/2025 | World Investment Advisors | 106,435 | $13.49M | 0.3% | +1.2% | 0.386% | |
8/4/2025 | Flagship Harbor Advisors LLC | 3,494 | $443K | 0.0% | +2.5% | 0.013% | |
8/1/2025 | Zhang Financial LLC | 1,697 | $215K | 0.0% | -75.9% | 0.006% | |
8/1/2025 | Capital Investment Counsel LLC | 6,000 | $760K | 0.1% | -10.0% | 0.022% | |
8/1/2025 | Cobblestone Capital Advisors LLC NY | 30,965 | $3.93M | 0.2% | -6.3% | 0.112% | |
8/1/2025 | Bessemer Group Inc. | 5,430 | $688K | 0.0% | N/A | 0.020% | |
8/1/2025 | GoalVest Advisory LLC | 11,539 | $1.46M | 0.4% | +32.4% | 0.042% | |
8/1/2025 | Envestnet Asset Management Inc. | 388,825 | $49.28M | 0.0% | +20.3% | 1.409% | |
7/31/2025 | Boothe Investment Group Inc. | 1,807 | $229K | 0.1% | N/A | 0.007% | |