10/17/2025 | Retireful LLC | 16,551 | $2.17M | 2.1% | N/A | 0.017% | |
10/17/2025 | Institute for Wealth Management LLC. | 11,824 | $1.55M | 0.2% | +3.6% | 0.012% | |
10/17/2025 | Harbor Asset Planning Inc. | 767 | $101K | 0.1% | +21.9% | 0.001% | |
10/17/2025 | Mayflower Financial Advisors LLC | 3,098 | $407K | 0.0% | -6.1% | 0.003% | |
10/17/2025 | Founders Grove Wealth Partners LLC | 57,058 | $7.49M | 1.8% | -3.7% | 0.057% | |
10/17/2025 | Apollon Wealth Management LLC | 3,122 | $410K | 0.0% | +26.6% | 0.003% | |
10/17/2025 | Apollon Financial LLC | 2,625 | $345K | 0.1% | +13.5% | 0.003% | |
10/16/2025 | Beacon Capital Management Inc. | 884,576 | $116.09M | 5.5% | -12.8% | 0.883% | |
10/16/2025 | City State Bank | 26,939 | $3.54M | 1.0% | -3.1% | 0.027% | |
10/16/2025 | Curran Financial Partners LLC | 52,058 | $6.83M | 1.4% | -3.8% | 0.052% | |
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10/16/2025 | Polianta Ltd | 59,300 | $7.78M | 3.2% | N/A | 0.059% | |
10/16/2025 | Sharper & Granite LLC | 22,013 | $2.89M | 1.0% | +70.6% | 0.022% | |
10/15/2025 | CWM LLC | 2,454 | $322K | 0.0% | -13.3% | 0.002% | |
10/15/2025 | World Investment Advisors | 11,660 | $1.53M | 0.0% | +2.1% | 0.012% | |
10/15/2025 | Mascagni Wealth Management Inc. | 1,934 | $254K | 0.2% | -5.5% | 0.002% | |
10/15/2025 | Brookstone Capital Management | 6,718 | $882K | 0.0% | +5.7% | 0.007% | |
10/15/2025 | Private Trust Co. NA | 1,153 | $151K | 0.0% | -20.3% | 0.001% | |
10/15/2025 | DAVENPORT & Co LLC | 6,300 | $827K | 0.0% | +5.7% | 0.006% | |
10/15/2025 | Praetorian Wealth Management Inc. | 22,509 | $2.95M | 0.6% | +1.4% | 0.022% | |
10/14/2025 | Farther Finance Advisors LLC | 9,311 | $1.22M | 0.0% | +1.0% | 0.009% | |
10/14/2025 | HBK Sorce Advisory LLC | 9,052 | $1.18M | 0.0% | +295.6% | 0.009% | |
10/14/2025 | Exchange Traded Concepts LLC | 38,565 | $5.06M | 0.0% | +0.9% | 0.039% | |
10/14/2025 | Brighton Jones LLC | 12,145 | $1.59M | 0.0% | +0.9% | 0.012% | |
10/10/2025 | Fifth Third Securities Inc. | 21,596 | $2.83M | 0.2% | +8.9% | 0.022% | |
10/10/2025 | Focused Wealth Management Inc | 4,961 | $651K | 0.1% | -2.1% | 0.005% | |
10/10/2025 | Cyndeo Wealth Partners LLC | 3,143 | $413K | 0.0% | N/A | 0.003% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 17,833 | $2.34M | 0.1% | -9.3% | 0.018% | |
10/9/2025 | Chapin Davis Inc. | 1,792 | $235K | 0.1% | -10.7% | 0.002% | |
10/9/2025 | First Financial Corp IN | 29,493 | $3.87M | 1.5% | -1.5% | 0.029% | |
10/7/2025 | Acropolis Investment Management LLC | 3,121 | $397K | 0.0% | +30.5% | 0.003% | |
10/7/2025 | Doliver Advisors LP | 2,559 | $336K | 0.1% | N/A | 0.003% | |
10/7/2025 | Nova Wealth Management Inc. | 11,491 | $1.51M | 1.1% | +22.8% | 0.011% | |
10/6/2025 | Searcy Financial Services Inc. ADV | 110,878 | $14.55M | 5.5% | +0.4% | 0.111% | |
10/6/2025 | Venture Visionary Partners LLC | 3,827 | $502K | 0.0% | -20.7% | 0.004% | |
10/1/2025 | Park National Corp OH | 33,655 | $4.42M | 0.1% | +12.0% | 0.034% | |
9/26/2025 | Corient Private Wealth LLC | 880,189 | $111.99M | 0.2% | +606.8% | 0.896% | |
9/12/2025 | Valeo Financial Advisors LLC | 6,725 | $856K | 0.0% | N/A | 0.007% | |
9/4/2025 | ZynergyRetirementPlanningLLC | 4,951 | $630K | 0.4% | -2.7% | 0.005% | |
9/4/2025 | Osaic Holdings Inc. | 296,678 | $37.74M | 0.1% | +10.3% | 0.302% | |
9/4/2025 | Beacon Capital Management Inc. | 1,014,050 | $129.09M | 6.7% | +197.6% | 1.032% | |
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8/29/2025 | Centaurus Financial Inc. | 6,052 | $770K | 0.0% | +3.9% | 0.006% | |
8/27/2025 | Orion Porfolio Solutions LLC | 18,071 | $2.30M | 0.0% | -5.8% | 0.018% | |
8/26/2025 | Thrivent Financial for Lutherans | 106,001 | $13.49M | 0.0% | N/A | 0.108% | |
8/26/2025 | Claris Financial LLC | 7,698 | $980K | 0.7% | -1.9% | 0.008% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 4,128 | $526K | 0.0% | N/A | 0.004% | |
8/19/2025 | Cape Investment Advisory Inc. | 607 | $77K | 0.0% | -51.1% | 0.001% | |
8/19/2025 | Advisory Services Network LLC | 25,795 | $3.30M | 0.1% | +5.1% | 0.026% | |
8/19/2025 | Anchor Investment Management LLC | 32,340 | $4.12M | 0.4% | -2.8% | 0.033% | |
8/18/2025 | Geneos Wealth Management Inc. | 1,022 | $130K | 0.0% | +39.0% | 0.001% | |
8/18/2025 | Hollencrest Capital Management | 1,899 | $242K | 0.0% | -11.4% | 0.002% | |
8/18/2025 | Hershey Financial Advisers LLC | 13,759 | $1.75M | 1.6% | N/A | 0.014% | |
8/16/2025 | Headlands Technologies LLC | 1,103 | $140K | 0.0% | +16.8% | 0.001% | |
8/15/2025 | Semmax Financial Advisors Inc. | 21,911 | $2.78M | 0.7% | +19.3% | 0.022% | |
8/15/2025 | Fairfield Bush & CO. | 2,823 | $359K | 0.2% | -3.2% | 0.003% | |
8/15/2025 | Corient Private Wealth LLC | 260,248 | $33.13M | 0.0% | +109.0% | 0.265% | |
8/15/2025 | Equitable Holdings Inc. | 28,062 | $3.57M | 0.0% | +6.6% | 0.029% | |
8/15/2025 | Florida Financial Advisors LLC | 3,814 | $485K | 0.2% | -8.5% | 0.004% | |
8/15/2025 | Optimist Retirement Group LLC | 1,644 | $209K | 0.1% | -17.2% | 0.002% | |
8/15/2025 | Captrust Financial Advisors | 149,141 | $18.99M | 0.0% | -2.0% | 0.152% | |
8/15/2025 | Keel Point LLC | 3,996 | $509K | 0.0% | +100.5% | 0.004% | |
8/15/2025 | Tandem Wealth Advisors LLC | 26,050 | $3.32M | 1.6% | +3.0% | 0.027% | |
8/15/2025 | Snowden Capital Advisors LLC | 23,512 | $2.99M | 0.1% | -0.8% | 0.024% | |
8/15/2025 | Orion Porfolio Solutions LLC | 18,071 | $2.30M | 0.0% | -5.8% | 0.018% | |
8/15/2025 | MML Investors Services LLC | 158,002 | $20.11M | 0.1% | -6.2% | 0.161% | |
8/15/2025 | Modern Wealth Management LLC | 3,128 | $398K | 0.0% | -17.5% | 0.003% | |
8/15/2025 | Lazard Asset Management LLC | 598 | $76K | 0.0% | -93.6% | 0.001% | |
8/15/2025 | IHT Wealth Management LLC | 26,720 | $3.40M | 0.1% | -8.9% | 0.027% | |
8/15/2025 | Great Valley Advisor Group Inc. | 10,258 | $1.31M | 0.0% | -4.6% | 0.010% | |
8/15/2025 | EP Wealth Advisors LLC | 7,914 | $1.01M | 0.0% | +6.9% | 0.008% | |
8/15/2025 | Benjamin Edwards Inc. | 3,312 | $422K | 0.0% | +5.1% | 0.003% | |
8/15/2025 | BTG Pactual Asset Management US LLC | 44,046 | $5.61M | 0.6% | +1.1% | 0.045% | |
8/15/2025 | Bank of America Corp DE | 22,910,811 | $2.92B | 0.2% | -0.4% | 23.309% | |
8/15/2025 | Ameriprise Financial Inc. | 818,817 | $104.25M | 0.0% | -5.2% | 0.833% | |
8/14/2025 | Ausdal Financial Partners Inc. | 3,540 | $451K | 0.0% | +3.3% | 0.004% | |
8/14/2025 | Raymond James Financial Inc. | 1,080,487 | $137.55M | 0.0% | +0.3% | 1.099% | |
8/14/2025 | Quantinno Capital Management LP | 26,285 | $3.35M | 0.0% | +27.0% | 0.027% | |
8/14/2025 | Vivaldi Capital Management LP | 8,580 | $1.09M | 0.2% | +6.3% | 0.009% | |
8/14/2025 | NewEdge Advisors LLC | 22,287 | $2.84M | 0.0% | +8.8% | 0.023% | |
8/14/2025 | Qube Research & Technologies Ltd | 9,587 | $1.22M | 0.0% | +1,765.2% | 0.010% | |
8/14/2025 | Baker Avenue Asset Management LP | 1,635 | $208K | 0.0% | N/A | 0.002% | |
8/14/2025 | Cary Street Partners Financial LLC | 3,826 | $487K | 0.0% | -3.5% | 0.004% | |
8/14/2025 | Cerity Partners LLC | 22,736 | $2.89M | 0.0% | +8.4% | 0.023% | |
8/13/2025 | Gamco Investors INC. ET AL | 53,181 | $6.77M | 0.1% | N/A | 0.054% | |
8/13/2025 | PGIM Custom Harvest LLC | 1,376,276 | $175.20M | 3.6% | +13.2% | 1.400% | |
8/13/2025 | Idaho Trust Co | 15,018 | $1.91M | 0.7% | -12.8% | 0.015% | |
8/13/2025 | StoneX Group Inc. | 4,186 | $533K | 0.0% | N/A | 0.004% | |
8/13/2025 | Cresset Asset Management LLC | 85,867 | $10.93M | 0.0% | -11.7% | 0.087% | |
8/13/2025 | Brown Advisory Inc. | 6,664 | $848K | 0.0% | +8.8% | 0.007% | |
8/13/2025 | SCS Capital Management LLC | 16,386 | $2.09M | 0.0% | -12.0% | 0.017% | |
8/13/2025 | Royal Fund Management LLC | 16,495 | $2.11M | 0.2% | +2.6% | 0.017% | |
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8/13/2025 | First Trust Advisors LP | 2,565 | $327K | 0.0% | -4.9% | 0.003% | |
8/13/2025 | Raab & Moskowitz Asset Management LLC | 16,939 | $2.16M | 0.5% | -4.8% | 0.017% | |
8/13/2025 | CW Advisors LLC | 41,103 | $5.23M | 0.1% | +27.0% | 0.042% | |
8/13/2025 | Beacon Pointe Advisors LLC | 21,268 | $2.71M | 0.0% | +6.9% | 0.022% | |
8/13/2025 | M&T Bank Corp | 307,655 | $39.16M | 0.1% | -13.1% | 0.313% | |
8/13/2025 | Fisher Asset Management LLC | 2,841 | $362K | 0.0% | -5.9% | 0.003% | |
8/13/2025 | Financial Freedom LLC | 52,373 | $6.67M | 3.6% | -2.6% | 0.053% | |
8/13/2025 | Lido Advisors LLC | 174,274 | $22.19M | 0.1% | +0.4% | 0.177% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 422,344 | $53.76M | 0.0% | +0.8% | 0.430% | |
8/13/2025 | Choreo LLC | 10,807 | $1.38M | 0.0% | -6.2% | 0.011% | |