8/27/2025 | Orion Porfolio Solutions LLC | 3,563 | $672K | 0.0% | +27.4% | 0.012% | |
8/26/2025 | Thrivent Financial for Lutherans | 9,443 | $1.78M | 0.0% | +290.5% | 0.033% | |
8/25/2025 | Silverlake Wealth Management LLC | 2,847 | $537K | 0.2% | +3.2% | 0.010% | |
8/20/2025 | Tull Financial Group Inc. | 1,174 | $222K | 0.1% | -79.8% | 0.004% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 1,612 | $304K | 0.0% | N/A | 0.006% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 692 | $131K | 0.0% | -25.7% | 0.002% | |
8/19/2025 | Advisory Services Network LLC | 1,968 | $375K | 0.0% | -2.8% | 0.007% | |
8/15/2025 | Tower Research Capital LLC TRC | 480 | $91K | 0.0% | -57.4% | 0.002% | |
8/15/2025 | Corient Private Wealth LLC | 797,068 | $150.42M | 0.2% | +97.7% | 2.747% | |
8/15/2025 | Captrust Financial Advisors | 9,535 | $1.80M | 0.0% | +90.9% | 0.033% | |
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8/15/2025 | Smartleaf Asset Management LLC | 3,692 | $693K | 0.1% | +3.0% | 0.013% | |
8/15/2025 | Snowden Capital Advisors LLC | 1,980 | $374K | 0.0% | -7.9% | 0.007% | |
8/15/2025 | Orion Porfolio Solutions LLC | 3,563 | $672K | 0.0% | +27.4% | 0.012% | |
8/15/2025 | MML Investors Services LLC | 29,621 | $5.59M | 0.0% | -27.0% | 0.102% | |
8/15/2025 | Lazard Asset Management LLC | 19,603 | $3.70M | 0.0% | -0.3% | 0.068% | |
8/15/2025 | EP Wealth Advisors LLC | 2,301 | $434K | 0.0% | N/A | 0.008% | |
8/15/2025 | Bank of America Corp DE | 2,036,566 | $384.32M | 0.0% | +11.3% | 7.018% | |
8/15/2025 | Ameriprise Financial Inc. | 383,133 | $72.95M | 0.0% | +5.1% | 1.320% | |
8/14/2025 | Connecticut Wealth Management LLC | 45,466 | $8.58M | 0.4% | -2.8% | 0.157% | |
8/14/2025 | Raymond James Financial Inc. | 245,444 | $46.32M | 0.0% | -0.6% | 0.846% | |
8/14/2025 | Betterment LLC | 47,321 | $8.93M | 0.0% | +0.3% | 0.163% | |
8/14/2025 | Quantinno Capital Management LP | 6,976 | $1.32M | 0.0% | +63.4% | 0.024% | |
8/14/2025 | Diversify Advisory Services LLC | 4,920 | $953K | 0.0% | +2.3% | 0.017% | |
8/14/2025 | Peapack Gladstone Financial Corp | 9,366 | $1.77M | 0.0% | +14.4% | 0.032% | |
8/14/2025 | German American Bancorp Inc. | 1,400 | $264K | 0.0% | N/A | 0.005% | |
8/14/2025 | NewEdge Advisors LLC | 7,211 | $1.36M | 0.0% | +3.9% | 0.025% | |
8/14/2025 | Cary Street Partners Financial LLC | 40,300 | $7.61M | 0.2% | +0.2% | 0.139% | |
8/14/2025 | Cerity Partners LLC | 22,850 | $4.31M | 0.0% | -13.9% | 0.079% | |
8/13/2025 | StoneX Group Inc. | 17,625 | $3.33M | 0.2% | -1.6% | 0.061% | |
8/13/2025 | Brown Advisory Inc. | 11,693 | $2.21M | 0.0% | N/A | 0.040% | |
8/13/2025 | Marshall Wace LLP | 3,599 | $679K | 0.0% | N/A | 0.012% | |
8/13/2025 | Baird Financial Group Inc. | 9,787 | $1.85M | 0.0% | +4.5% | 0.034% | |
8/13/2025 | Aspire Growth Partners LLC | 38,848 | $7.33M | 6.0% | -0.5% | 0.134% | |
8/13/2025 | Balanced Wealth Group LLC | 20,402 | $3.89M | 1.7% | +0.8% | 0.070% | |
8/13/2025 | Virtue Capital Management LLC | 25,184 | $4.75M | 0.9% | -16.6% | 0.087% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 88,857 | $16.77M | 0.0% | -6.2% | 0.306% | |
8/12/2025 | J.W. Cole Advisors Inc. | 5,407 | $1.02M | 0.0% | +1.4% | 0.019% | |
8/12/2025 | Richmond Investment Services LLC | 2,188 | $413K | 0.1% | +100.4% | 0.008% | |
8/12/2025 | Laurel Wealth Advisors LLC | 1,510 | $285K | 0.0% | +18,775.0% | 0.005% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 2,249 | $424K | 0.0% | +8.0% | 0.008% | |
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8/12/2025 | Prudential Financial Inc. | 161,700 | $30.51M | 0.0% | N/A | 0.557% | |
8/12/2025 | Legacy Financial Group Inc. | 1,200 | $226K | 0.1% | N/A | 0.004% | |
8/12/2025 | Centric Wealth Management | 1,566 | $301K | 0.1% | N/A | 0.005% | |
8/12/2025 | Shakespeare Wealth Management LLC | 261,918 | $49.43M | 13.2% | +5.2% | 0.903% | |
8/12/2025 | Cozad Asset Management Inc. | 3,565 | $673K | 0.1% | +3.3% | 0.012% | |
8/12/2025 | Archer Investment Corp | 2,826 | $533K | 0.1% | +5.2% | 0.010% | |
8/12/2025 | JPMorgan Chase & Co. | 491,688 | $92.79M | 0.0% | +2.3% | 1.694% | |
8/11/2025 | TD Waterhouse Canada Inc. | 7,296 | $1.39M | 0.0% | -3.4% | 0.025% | |
8/11/2025 | VSM Wealth Advisory LLC | 1,091 | $206K | 0.1% | -30.4% | 0.004% | |
8/11/2025 | Wealthspire Advisors LLC | 9,626 | $1.82M | 0.0% | -19.4% | 0.033% | |
8/11/2025 | Sierra Capital LLC | 3,800 | $717K | 0.1% | +230.7% | 0.013% | |
8/8/2025 | Rockefeller Capital Management L.P. | 62,264 | $11.75M | 0.0% | +1.4% | 0.215% | |
8/8/2025 | Kingsview Wealth Management LLC | 5,347 | $1.01M | 0.0% | +94.0% | 0.018% | |
8/8/2025 | Pinney & Scofield Inc. | 250 | $47K | 0.0% | -57.9% | 0.001% | |
8/8/2025 | Citizens Financial Group Inc. RI | 6,618 | $1.25M | 0.0% | N/A | 0.023% | |
8/8/2025 | Avantax Advisory Services Inc. | 377,023 | $71.15M | 0.4% | +1.1% | 1.300% | |
8/8/2025 | Cetera Investment Advisers | 106,973 | $20.19M | 0.0% | +4.1% | 0.369% | |
8/8/2025 | Creative Planning | 6,764 | $1.28M | 0.0% | +66.0% | 0.023% | |
8/8/2025 | Security Financial Services INC. | 5,399 | $1.02M | 0.2% | +2.5% | 0.019% | |
8/8/2025 | Family Firm Inc. | 24,571 | $4.64M | 1.1% | -0.8% | 0.085% | |
8/8/2025 | Intrua Financial LLC | 8,004 | $1.51M | 0.2% | -13.2% | 0.028% | |
8/8/2025 | PNC Financial Services Group Inc. | 1,821 | $344K | 0.0% | +5.7% | 0.006% | |
8/8/2025 | SBI Securities Co. Ltd. | 2,868 | $541K | 0.0% | +6.4% | 0.010% | |
8/7/2025 | Verus Capital Partners LLC | 2,216 | $418K | 0.0% | -15.0% | 0.008% | |
8/7/2025 | Allworth Financial LP | 19,914 | $3.76M | 0.0% | +1.3% | 0.069% | |
8/6/2025 | Prospera Financial Services Inc | 12,679 | $2.39M | 0.0% | +31.6% | 0.044% | |
8/6/2025 | RWA Wealth Partners LLC | 14,650 | $2.77M | 0.0% | -4.8% | 0.051% | |
8/6/2025 | AE Wealth Management LLC | 3,121 | $589K | 0.0% | -9.5% | 0.011% | |
8/6/2025 | RPS Advisory Solutions LLC | 4,974 | $939K | 0.5% | +1.6% | 0.017% | |
8/6/2025 | Savant Capital LLC | 38,269 | $7.22M | 0.0% | -3.2% | 0.132% | |
8/6/2025 | OneAscent Wealth Management LLC | 1,263 | $238K | 0.1% | -37.6% | 0.004% | |
8/6/2025 | Stonebridge Financial Planning Group LLC | 9,542 | $1.80M | 0.8% | -8.3% | 0.033% | |
8/5/2025 | HFG Advisors Inc. | 12,519 | $2.36M | 1.9% | +6.4% | 0.043% | |
8/5/2025 | Huntington National Bank | 1,067 | $201K | 0.0% | +106,600.0% | 0.004% | |
8/5/2025 | Sigma Planning Corp | 2,203 | $416K | 0.0% | +3.1% | 0.008% | |
8/5/2025 | TIAA Trust National Association | 1,127 | $213K | 0.0% | N/A | 0.004% | |
8/4/2025 | AlphaStar Capital Management LLC | 2,936 | $554K | 0.0% | N/A | 0.010% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 3,078 | $581K | 0.0% | +11.8% | 0.011% | |
8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 1,332 | $251K | 0.0% | -10.4% | 0.005% | |
8/4/2025 | Kovack Advisors Inc. | 1,174 | $222K | 0.0% | -7.1% | 0.004% | |
8/4/2025 | Mesirow Financial Investment Management Inc. | 80,381 | $15.17M | 0.3% | -6.8% | 0.277% | |
8/4/2025 | Savvy Advisors Inc. | 1,125 | $212K | 0.0% | N/A | 0.004% | |
8/4/2025 | Grant Street Asset Management Inc. | 147,933 | $27.92M | 6.3% | +2.2% | 0.510% | |
8/4/2025 | Assetmark Inc. | 2,911 | $549K | 0.0% | +255.4% | 0.010% | |
8/4/2025 | Keybank National Association OH | 21,235 | $4.01M | 0.0% | -1.6% | 0.073% | |
8/4/2025 | Spire Wealth Management | 345 | $65K | 0.0% | -55.7% | 0.001% | |
8/4/2025 | Arkadios Wealth Advisors | 2,100 | $396K | 0.0% | +12.5% | 0.007% | |
8/4/2025 | World Investment Advisors | 6,298 | $1.19M | 0.0% | -2.2% | 0.022% | |
8/4/2025 | Flagship Harbor Advisors LLC | 14,697 | $2.77M | 0.1% | -3.2% | 0.051% | |
8/4/2025 | Quaker Wealth Management LLC | 276 | $52K | 0.0% | -200.0% | 0.001% | |
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8/1/2025 | Zhang Financial LLC | 106,781 | $20.15M | 0.9% | -2.0% | 0.368% | |
8/1/2025 | Advisory Alpha LLC | 4,387 | $828K | 0.0% | -2.8% | 0.015% | |
8/1/2025 | Envestnet Asset Management Inc. | 157,842 | $29.79M | 0.0% | -3.3% | 0.544% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 1,450 | $274K | 0.0% | -5.5% | 0.005% | |
7/31/2025 | Avion Wealth | 6,699 | $1.26M | 0.3% | -10.7% | 0.023% | |
7/30/2025 | Strategic Blueprint LLC | 1,421 | $268K | 0.0% | -29.3% | 0.005% | |
7/30/2025 | BlueChip Wealth Advisors LLC | 2,690 | $508K | 0.2% | N/A | 0.009% | |
7/30/2025 | Brookstone Capital Management | 16,333 | $3.08M | 0.0% | +41.4% | 0.056% | |
7/30/2025 | Phillips Financial Management LLC | 104,551 | $19.73M | 1.4% | -2.0% | 0.361% | |
7/30/2025 | Arbor Investment Advisors LLC | 3,897 | $735K | 0.1% | +30.2% | 0.013% | |