8/15/2025 | Sugar Maple Asset Management LLC | 99,059 | $3.50M | 2.7% | +45.1% | 0.070% | |
8/15/2025 | Corient Private Wealth LLC | 191,700 | $6.76M | 0.0% | +129.0% | 0.135% | |
8/15/2025 | Equitable Holdings Inc. | 99,758 | $3.52M | 0.0% | +11.8% | 0.070% | |
8/15/2025 | Captrust Financial Advisors | 215,602 | $7.61M | 0.0% | +301.2% | 0.152% | |
8/15/2025 | MML Investors Services LLC | 116,736 | $4.12M | 0.0% | +20.5% | 0.082% | |
8/15/2025 | Modern Wealth Management LLC | 1,278,309 | $45.10M | 1.1% | +1.2% | 0.900% | |
8/15/2025 | IHT Wealth Management LLC | 14,976 | $528K | 0.0% | +7.3% | 0.011% | |
8/15/2025 | Great Valley Advisor Group Inc. | 595,164 | $21.00M | 0.5% | +56.6% | 0.419% | |
8/15/2025 | Garden State Investment Advisory Services LLC | 206,666 | $7.30M | 1.8% | -6.9% | 0.145% | |
8/15/2025 | Benjamin Edwards Inc. | 62,019 | $2.19M | 0.0% | +512.0% | 0.044% | |
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8/15/2025 | Bank of America Corp DE | 1,210,150 | $42.69M | 0.0% | +10.8% | 0.852% | |
8/15/2025 | Ameriprise Financial Inc. | 6,510 | $230K | 0.0% | -64.1% | 0.005% | |
8/14/2025 | Jane Street Group LLC | 26,199 | $924K | 0.0% | N/A | 0.018% | |
8/14/2025 | Ausdal Financial Partners Inc. | 344,469 | $12.15M | 0.8% | +8.7% | 0.242% | |
8/14/2025 | NCM Capital Management LLC | 169,122 | $5.97M | 2.5% | +12.8% | 0.119% | |
8/14/2025 | Raymond James Financial Inc. | 5,351,355 | $188.80M | 0.1% | +19.3% | 3.766% | |
8/14/2025 | Marathon Capital Management | 8,775 | $310K | 0.1% | -9.3% | 0.006% | |
8/14/2025 | Menora Mivtachim Holdings LTD. | 325,727 | $11.49M | 0.1% | +54.4% | 0.229% | |
8/14/2025 | Qube Research & Technologies Ltd | 39,632 | $1.40M | 0.0% | N/A | 0.028% | |
8/14/2025 | London & Capital Asset Management Ltd | 10,101 | $356K | 0.0% | N/A | 0.007% | |
8/14/2025 | Cary Street Partners Financial LLC | 52,091 | $1.84M | 0.1% | -3.8% | 0.037% | |
8/13/2025 | Per Stirling Capital Management LLC. | 27,513 | $971K | 0.1% | -27.8% | 0.019% | |
8/13/2025 | CMC Financial Group | 13,892 | $490K | 1.1% | -3.3% | 0.010% | |
8/13/2025 | Brown Advisory Inc. | 6,124 | $216K | 0.0% | N/A | 0.004% | |
8/13/2025 | Baird Financial Group Inc. | 2,725,494 | $96.16M | 0.2% | +7.7% | 1.918% | |
8/13/2025 | WCG Wealth Advisors LLC | 128,687 | $4.54M | 0.3% | +33.7% | 0.091% | |
8/13/2025 | Legacy Capital Wealth Partners LLC | 48,587 | $1.71M | 0.4% | -2.2% | 0.034% | |
8/13/2025 | Level Four Advisory Services LLC | 914,706 | $32.27M | 1.2% | +2.5% | 0.644% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 541,925 | $19.12M | 0.0% | +36.9% | 0.381% | |
8/13/2025 | Harfst & Associates Inc. | 310,372 | $10.95M | 2.3% | +148.3% | 0.218% | |
8/12/2025 | J.W. Cole Advisors Inc. | 43,884 | $1.55M | 0.0% | +84.0% | 0.031% | |
8/12/2025 | XTX Topco Ltd | 6,637 | $234K | 0.0% | N/A | 0.005% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 3,653 | $129K | 0.0% | +13.8% | 0.003% | |
8/12/2025 | Global Retirement Partners LLC | 182,967 | $6.46M | 0.2% | N/A | 0.129% | |
8/12/2025 | Cozad Asset Management Inc. | 20,978 | $740K | 0.1% | +30.8% | 0.015% | |
8/12/2025 | MAI Capital Management | 48,527 | $1.71M | 0.0% | -5.9% | 0.034% | |
8/12/2025 | JPMorgan Chase & Co. | 58,087 | $2.05M | 0.0% | N/A | 0.041% | |
8/12/2025 | ADE LLC | 509,206 | $17.97M | 9.6% | +4.2% | 0.354% | |
8/12/2025 | Accordant Advisory Group Inc | 3,450 | $122K | 0.1% | N/A | 0.002% | |
8/12/2025 | Weaver Consulting Group | 51,021 | $1.80M | 0.5% | +11.7% | 0.035% | |
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8/11/2025 | United Advisor Group LLC | 21,617 | $763K | 0.1% | +232.1% | 0.015% | |
8/11/2025 | Lighthouse Financial LLC | 99,619 | $3.52M | 2.7% | +12.5% | 0.069% | |
8/8/2025 | MTM Investment Management LLC | 288,967 | $10.20M | 3.4% | +35.6% | 0.201% | |
8/8/2025 | Rockefeller Capital Management L.P. | 319,921 | $11.29M | 0.0% | +6.6% | 0.222% | |
8/8/2025 | Thoroughbred Financial Services LLC | 90,911 | $3.21M | 0.2% | +64.0% | 0.063% | |
8/8/2025 | Cetera Investment Advisers | 777,031 | $27.41M | 0.0% | +12.9% | 0.540% | |
8/8/2025 | Creative Planning | 24,673 | $870K | 0.0% | +26.7% | 0.017% | |
8/8/2025 | Sittner & Nelson LLC | 22,359 | $789K | 0.3% | +17.8% | 0.016% | |
8/8/2025 | Good Life Advisors LLC | 83,999 | $2.96M | 0.2% | -4.9% | 0.058% | |
8/8/2025 | Comprehensive Financial Planning Inc. PA | 21,335 | $753K | 0.6% | +4.4% | 0.015% | |
8/8/2025 | Wealth Alliance LLC | 25,392 | $896K | 0.1% | +37.9% | 0.018% | |
8/8/2025 | Advyzon Investment Management LLC | 7,277 | $257K | 0.1% | N/A | 0.005% | |
8/7/2025 | Allworth Financial LP | 269,620 | $9.51M | 0.0% | +1.9% | 0.187% | |
8/7/2025 | Rollins Financial Advisors LLC | 9,678 | $341K | 0.1% | N/A | 0.007% | |
8/6/2025 | Prospera Financial Services Inc | 337,087 | $11.90M | 0.2% | +0.7% | 0.234% | |
8/6/2025 | Bensler LLC | 9,067 | $320K | 0.0% | N/A | 0.006% | |
8/6/2025 | Wedbush Securities Inc. | 74,465 | $2.63M | 0.1% | +11.6% | 0.052% | |
8/6/2025 | Nvwm LLC | 52,673 | $1.86M | 0.4% | +2.0% | 0.037% | |
8/6/2025 | Walkner Condon Financial Advisors LLC | 40,260 | $1.42M | 0.3% | -10.7% | 0.028% | |
8/6/2025 | Souders Financial Advisors | 726,645 | $25.64M | 3.3% | +14.4% | 0.505% | |
8/6/2025 | Commonwealth Equity Services LLC | 4,262,710 | $150.39M | 0.2% | -13.6% | 2.962% | |
8/6/2025 | Centerpoint Advisory Group | 97,734 | $3.45M | 3.0% | +2.9% | 0.068% | |
8/6/2025 | ORBA Wealth Advisors L.L.C. | 54,138 | $1.91M | 1.7% | -47.7% | 0.038% | |
8/5/2025 | HFG Advisors Inc. | 75,286 | $2.66M | 2.1% | +1.7% | 0.052% | |
8/5/2025 | Atlas Wealth Partners LLC | 8,193 | $289K | 0.3% | -4.7% | 0.006% | |
8/5/2025 | Atlas Wealth LLC | 92,197 | $3.25M | 1.2% | +121.2% | 0.064% | |
8/5/2025 | Bank of New York Mellon Corp | 1,828,658 | $64.52M | 0.0% | +0.1% | 1.271% | |
8/5/2025 | Sigma Planning Corp | 89,730 | $3.17M | 0.1% | +12.9% | 0.062% | |
8/5/2025 | Carson Advisory Inc. | 165,144 | $5.83M | 3.7% | +3.1% | 0.115% | |
8/5/2025 | Strategic Financial Concepts LLC | 105,671 | $3.73M | 0.5% | +8.1% | 0.073% | |
8/4/2025 | 4J Wealth Management LLC | 254,467 | $8.98M | 6.1% | +1.1% | 0.177% | |
8/4/2025 | Kovack Advisors Inc. | 7,763 | $274K | 0.0% | +12.9% | 0.005% | |
8/4/2025 | IFG Advisory LLC | 299,794 | $10.58M | 0.5% | +505.2% | 0.208% | |
8/4/2025 | Mesirow Financial Investment Management Inc. | 973,312 | $34.34M | 0.7% | +10.3% | 0.676% | |
8/4/2025 | Ledyard National Bank | 221,367 | $7.81M | 0.7% | +3.0% | 0.154% | |
8/4/2025 | Atria Investments Inc | 13,265 | $468K | 0.0% | +18.9% | 0.009% | |
8/4/2025 | World Investment Advisors | 231,101 | $8.15M | 0.2% | +11.4% | 0.161% | |
8/4/2025 | Flagship Harbor Advisors LLC | 14,455 | $510K | 0.0% | +34.1% | 0.010% | |
8/4/2025 | Northwest Financial Advisors | 15,606 | $551K | 0.8% | -7.2% | 0.011% | |
8/4/2025 | WNY Asset Management LLC | 20,807 | $734K | 0.1% | -8.2% | 0.014% | |
8/1/2025 | Envestnet Asset Management Inc. | 367,223 | $12.96M | 0.0% | +6.5% | 0.255% | |
7/31/2025 | McCarthy Asset Management Inc. | 539,671 | $19.04M | 12.9% | -1.4% | 0.375% | |
7/30/2025 | Roman Butler Fullerton & Co. | 13,495 | $495K | 0.1% | +42.1% | 0.009% | |
7/30/2025 | Cornerstone Advisory LLC | 537,301 | $18.96M | 2.0% | -1.8% | 0.373% | |
7/30/2025 | Schaper Benz & Wise Investment Counsel Inc. WI | 29,595 | $1.04M | 0.1% | +11.5% | 0.021% | |
7/30/2025 | Paragon Advisors LLC | 139,461 | $4.92M | 1.3% | +8.0% | 0.097% | |
7/30/2025 | Strategic Blueprint LLC | 6,725 | $237K | 0.0% | -56.3% | 0.005% | |
7/30/2025 | Principle Wealth Partners LLC | 334,480 | $11.80M | 0.7% | +1.6% | 0.232% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 279,053 | $9.85M | 1.3% | +5.4% | 0.194% | |
7/30/2025 | D.A. Davidson & CO. | 318,015 | $11.22M | 0.1% | +1.8% | 0.221% | |
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7/30/2025 | CMG Global Holdings LLC | 52,636 | $1.93M | 1.0% | N/A | 0.037% | |
7/29/2025 | Wingate Wealth Advisors Inc. | 88,772 | $3.13M | 2.8% | -3.0% | 0.062% | |
7/29/2025 | Arcus Capital Partners LLC | 311,329 | $10.98M | 4.8% | -28.0% | 0.216% | |
7/29/2025 | Koshinski Asset Management Inc. | 59,707 | $2.11M | 0.2% | +17.4% | 0.041% | |
7/29/2025 | Stratos Wealth Partners LTD. | 103,040 | $3.64M | 0.0% | +17.5% | 0.072% | |
7/29/2025 | AssuredPartners Investment Advisors LLC | 6,012 | $212K | 0.1% | N/A | 0.004% | |
7/29/2025 | Stratos Wealth Advisors LLC | 160,080 | $5.65M | 0.3% | +2.5% | 0.111% | |
7/29/2025 | Private Trust Co. NA | 14,661 | $517K | 0.0% | +14.6% | 0.010% | |
7/28/2025 | WealthPLAN Partners LLC | 75,266 | $2.66M | 0.4% | +2.0% | 0.052% | |
7/28/2025 | Uptick Partners LLC | 12,649 | $446K | 0.1% | N/A | 0.009% | |