9/11/2025 | Milestones Private Investment Advisors LLC | 10,913 | $1.20M | 0.9% | N/A | 0.009% | |
9/4/2025 | Osaic Holdings Inc. | 480,394 | $53.08M | 0.1% | +63.8% | 0.386% | |
9/3/2025 | American Trust | 4,497 | $495K | 0.0% | N/A | 0.004% | |
8/29/2025 | Total Investment Management Inc. | 995 | $109K | 0.0% | N/A | 0.001% | |
8/27/2025 | Cypress Capital Advisors LLC | 42,867 | $4.72M | 3.0% | -2.7% | 0.034% | |
8/27/2025 | Tribridge Partners Financial LLC | 2,073 | $228K | 0.1% | N/A | 0.002% | |
8/27/2025 | Orion Porfolio Solutions LLC | 35,530 | $3.91M | 0.0% | +7.6% | 0.029% | |
8/26/2025 | Thrivent Financial for Lutherans | 7,079 | $779K | 0.0% | -75.4% | 0.006% | |
8/25/2025 | Promus Capital LLC | 9,146 | $1.01M | 0.7% | +31,437.9% | 0.007% | |
8/20/2025 | Coppell Advisory Solutions LLC | 1,942 | $213K | 0.0% | N/A | 0.002% | |
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8/19/2025 | B. Riley Wealth Advisors Inc. | 7,285 | $802K | 0.0% | N/A | 0.006% | |
8/19/2025 | Slocum Gordon & Co LLP | 7,369 | $811K | 0.7% | N/A | 0.006% | |
8/19/2025 | Advisory Services Network LLC | 21,677 | $2.38M | 0.0% | +83.5% | 0.017% | |
8/19/2025 | Cim LLC | 161,155 | $17.73M | 2.4% | +2.3% | 0.129% | |
8/18/2025 | N.E.W. Advisory Services LLC | 3,156 | $347K | 0.0% | -8.0% | 0.003% | |
8/18/2025 | Geneos Wealth Management Inc. | 1,092 | $120K | 0.0% | +27.9% | 0.001% | |
8/18/2025 | Cornerstone Financial Group LLC NE | 34,302 | $3.78M | 3.2% | +1.3% | 0.028% | |
8/16/2025 | Evergreen Capital Management LLC | 36,440 | $4.01M | 0.1% | +5.5% | 0.029% | |
8/15/2025 | Strategic Investment Advisors MI | 141,268 | $15.53M | 1.5% | -10.9% | 0.113% | |
8/15/2025 | Semmax Financial Advisors Inc. | 62,515 | $6.90M | 1.8% | +3.1% | 0.050% | |
8/15/2025 | Corient Private Wealth LLC | 40,205 | $4.42M | 0.0% | -59.3% | 0.032% | |
8/15/2025 | Equitable Holdings Inc. | 89,761 | $9.88M | 0.1% | +2.1% | 0.072% | |
8/15/2025 | Captrust Financial Advisors | 36,567 | $4.02M | 0.0% | +9.7% | 0.029% | |
8/15/2025 | United Services Automobile Association | 24,230 | $2.67M | 0.3% | -43.6% | 0.019% | |
8/15/2025 | WFA of San Diego LLC | 3,659 | $403K | 0.3% | N/A | 0.003% | |
8/15/2025 | Visionary Wealth Advisors | 16,900 | $1.86M | 0.1% | -7.7% | 0.014% | |
8/15/2025 | Two Sigma Securities LLC | 4,603 | $507K | 0.1% | +50.1% | 0.004% | |
8/15/2025 | Tidal Investments LLC | 50,706 | $5.57M | 0.0% | +190.4% | 0.041% | |
8/15/2025 | Snowden Capital Advisors LLC | 15,659 | $1.72M | 0.1% | -9.6% | 0.013% | |
8/15/2025 | Orion Porfolio Solutions LLC | 294,650 | $32.42M | 0.2% | +792.5% | 0.236% | |
8/15/2025 | MML Investors Services LLC | 251,055 | $27.63M | 0.1% | -0.9% | 0.201% | |
8/15/2025 | Man Group plc | 831,983 | $91.55M | 0.2% | -22.7% | 0.668% | |
8/15/2025 | Modern Wealth Management LLC | 34,431 | $3.79M | 0.1% | +349.5% | 0.028% | |
8/15/2025 | HRT Financial LP | 20,058 | $2.21M | 0.0% | N/A | 0.016% | |
8/15/2025 | IHT Wealth Management LLC | 8,076 | $889K | 0.0% | +9.5% | 0.006% | |
8/15/2025 | Great Valley Advisor Group Inc. | 51,595 | $5.68M | 0.1% | -18.8% | 0.041% | |
8/15/2025 | EP Wealth Advisors LLC | 17,149 | $1.89M | 0.0% | -3.7% | 0.014% | |
8/15/2025 | BNP Paribas Financial Markets | 90,733 | $9.98M | 0.0% | +19.0% | 0.073% | |
8/15/2025 | Bank of America Corp DE | 12,965,639 | $1.43B | 0.1% | +11.0% | 10.406% | |
8/15/2025 | Ameriprise Financial Inc. | 1,388,933 | $152.99M | 0.0% | +43.0% | 1.115% | |
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8/14/2025 | CLG LLC | 3,673 | $404K | 0.1% | N/A | 0.003% | |
8/14/2025 | Ausdal Financial Partners Inc. | 18,506 | $2.04M | 0.1% | -3.1% | 0.015% | |
8/14/2025 | Raymond James Financial Inc. | 244,082 | $26.86M | 0.0% | -38.1% | 0.196% | |
8/14/2025 | Transamerica Financial Advisors LLC | 34,492 | $3.80M | 0.4% | +1.6% | 0.028% | |
8/14/2025 | Betterment LLC | 17,156 | $1.89M | 0.0% | +2.7% | 0.014% | |
8/14/2025 | Diversify Wealth Management LLC | 5,363 | $591K | 0.0% | -49.5% | 0.004% | |
8/14/2025 | Diversify Advisory Services LLC | 3,628 | $400K | 0.0% | -61.0% | 0.003% | |
8/14/2025 | Peapack Gladstone Financial Corp | 12,596 | $1.39M | 0.0% | -24.0% | 0.010% | |
8/14/2025 | Glenview Trust co | 7,186 | $791K | 0.0% | +26.6% | 0.006% | |
8/14/2025 | The Manufacturers Life Insurance Company | 334,716 | $36.83M | 0.0% | +672.9% | 0.269% | |
8/14/2025 | Faithward Advisors LLC | 5,793 | $637K | 0.1% | +19.3% | 0.005% | |
8/14/2025 | NewEdge Advisors LLC | 33,907 | $3.73M | 0.0% | +5.3% | 0.027% | |
8/14/2025 | BCS Private Wealth Management Inc. | 5,215 | $574K | 0.2% | N/A | 0.004% | |
8/14/2025 | Sentinus LLC | 35,063 | $3.86M | 0.9% | +1.0% | 0.028% | |
8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 2,651 | $292K | 0.0% | N/A | 0.002% | |
8/14/2025 | Baker Avenue Asset Management LP | 2,498 | $275K | 0.0% | -16.9% | 0.002% | |
8/14/2025 | Cerity Partners LLC | 54,007 | $5.94M | 0.0% | -55.8% | 0.043% | |
8/13/2025 | Shepherd Financial Partners LLC | 5,048 | $556K | 0.1% | -31.6% | 0.004% | |
8/13/2025 | Financial & Tax Architects LLC | 56,878 | $6.26M | 1.5% | -2.8% | 0.046% | |
8/13/2025 | StoneX Group Inc. | 9,769 | $1.08M | 0.1% | -6.4% | 0.008% | |
8/13/2025 | SageView Advisory Group LLC | 3,633 | $399K | 0.0% | -9.6% | 0.003% | |
8/13/2025 | Cresset Asset Management LLC | 7,368 | $811K | 0.0% | -2.4% | 0.006% | |
8/13/2025 | Brown Advisory Inc. | 2,755 | $303K | 0.0% | +5.1% | 0.002% | |
8/13/2025 | Marshall Wace LLP | 387,745 | $42.67M | 0.0% | -43.7% | 0.311% | |
8/13/2025 | Baird Financial Group Inc. | 52,128 | $5.74M | 0.0% | -3.7% | 0.042% | |
8/13/2025 | First Trust Advisors LP | 73,445 | $8.08M | 0.0% | -0.8% | 0.059% | |
8/13/2025 | Guggenheim Capital LLC | 88,469 | $9.74M | 0.1% | -4.5% | 0.071% | |
8/13/2025 | Invesco Ltd. | 4,171 | $459K | 0.0% | -5.2% | 0.003% | |
8/13/2025 | Trek Financial LLC | 11,570 | $1.27M | 0.1% | -61.5% | 0.009% | |
8/13/2025 | Plan Group Financial LLC | 2,096 | $231K | 0.1% | +6.4% | 0.002% | |
8/13/2025 | CW Advisors LLC | 135,078 | $14.86M | 0.1% | +519.1% | 0.108% | |
8/13/2025 | Beacon Pointe Advisors LLC | 21,787 | $2.40M | 0.0% | -8.1% | 0.017% | |
8/13/2025 | M&T Bank Corp | 43,006 | $4.73M | 0.0% | +5.5% | 0.035% | |
8/13/2025 | Boston Family Office LLC | 2,021 | $222K | 0.0% | -15.8% | 0.002% | |
8/13/2025 | Fisher Asset Management LLC | 5,362 | $590K | 0.0% | -19.6% | 0.004% | |
8/13/2025 | Edgestream Partners L.P. | 22,682 | $2.50M | 0.1% | N/A | 0.018% | |
8/13/2025 | Wealthedge Investment Advisors LLC | 32,890 | $3.62M | 1.5% | +76.0% | 0.026% | |
8/13/2025 | Sepio Capital LP | 9,183 | $1.01M | 0.1% | +4.4% | 0.007% | |
8/13/2025 | Lido Advisors LLC | 102,379 | $11.27M | 0.0% | +223.2% | 0.082% | |
8/13/2025 | Martin & Co. Inc. TN | 595,627 | $65.54M | 12.1% | +0.9% | 0.478% | |
8/13/2025 | Stablepoint Partners LLC | 65,210 | $7.18M | 1.2% | -2.0% | 0.052% | |
8/13/2025 | Mackenzie Financial Corp | 60,100 | $6.61M | 0.0% | +11.3% | 0.048% | |
8/13/2025 | Level Four Advisory Services LLC | 30,086 | $3.31M | 0.1% | +106.9% | 0.024% | |
8/13/2025 | Hsbc Holdings PLC | 2,910,259 | $320.27M | 0.2% | +4,627.6% | 2.336% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 444,708 | $48.94M | 0.0% | +1.8% | 0.357% | |
8/13/2025 | Johnson Financial Group Inc. | 477 | $52K | 0.0% | N/A | 0.000% | |
8/13/2025 | Sumitomo Mitsui Financial Group Inc. | 50,811 | $5.59M | 0.1% | +20.0% | 0.041% | |
8/13/2025 | Crabel Capital Management LLC | 81,177 | $8.93M | 5.5% | +56.6% | 0.065% | |
8/13/2025 | Garner Asset Management Corp | 9,001 | $990K | 0.5% | +6.5% | 0.007% | |
8/13/2025 | Fortress Financial Solutions LLC | 2,143 | $236K | 0.3% | -8.6% | 0.002% | |
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8/13/2025 | Choreo LLC | 16,340 | $1.80M | 0.0% | +43.5% | 0.013% | |
8/12/2025 | J.W. Cole Advisors Inc. | 35,529 | $3.91M | 0.1% | +17.3% | 0.029% | |
8/12/2025 | Financial Advocates Investment Management | 14,843 | $1.63M | 0.1% | -2.1% | 0.012% | |
8/12/2025 | Laurel Wealth Advisors LLC | 28,501 | $3.14M | 0.0% | +10,904.2% | 0.023% | |
8/12/2025 | Edmond DE Rothschild Holding S.A. | 13,943 | $1.53M | 0.0% | -40.9% | 0.011% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 33,638 | $3.70M | 0.0% | -6.4% | 0.027% | |
8/12/2025 | Jaffetilchin Investment Partners LLC | 6,169 | $679K | 0.0% | -4.7% | 0.005% | |
8/12/2025 | Insigneo Advisory Services LLC | 31,103 | $3.42M | 0.3% | +17.6% | 0.025% | |
8/12/2025 | CreativeOne Wealth LLC | 12,281 | $1.35M | 0.0% | +11.2% | 0.010% | |
8/12/2025 | Fiducient Advisors LLC | 13,725 | $1.51M | 0.2% | +0.7% | 0.011% | |