8/29/2025 | Evolution Wealth Management Inc. | 19,548 | $1.02M | 1.3% | N/A | 0.011% | |
8/29/2025 | Centaurus Financial Inc. | 201,811 | $10.51M | 0.6% | -10.7% | 0.110% | |
8/27/2025 | Orion Porfolio Solutions LLC | 37,104 | $1.93M | 0.0% | +42.8% | 0.020% | |
8/26/2025 | Thrivent Financial for Lutherans | 7,401 | $386K | 0.0% | -88.0% | 0.004% | |
8/25/2025 | Fulcrum Equity Management | 6,099 | $318K | 0.3% | +32.8% | 0.003% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 9,629 | $502K | 0.0% | N/A | 0.005% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 18,536 | $966K | 0.2% | -21.8% | 0.010% | |
8/19/2025 | Advisory Services Network LLC | 19,180 | $1.03M | 0.0% | +44.1% | 0.010% | |
8/18/2025 | Geneos Wealth Management Inc. | 4,831 | $252K | 0.0% | +24.4% | 0.003% | |
8/18/2025 | Hershey Financial Advisers LLC | 23,335 | $1.22M | 1.1% | N/A | 0.013% | |
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8/16/2025 | Headlands Technologies LLC | 2,094 | $109K | 0.0% | +82.7% | 0.001% | |
8/15/2025 | Tower Research Capital LLC TRC | 4,900 | $255K | 0.0% | -88.5% | 0.003% | |
8/15/2025 | Asset Allocation Strategies LLC | 200,122 | $10.43M | 2.0% | -15.8% | 0.109% | |
8/15/2025 | Semmax Financial Advisors Inc. | 11,068 | $605K | 0.2% | +53.0% | 0.006% | |
8/15/2025 | Equitable Holdings Inc. | 262,464 | $13.67M | 0.1% | -6.5% | 0.143% | |
8/15/2025 | Florida Financial Advisors LLC | 21,298 | $1.11M | 0.4% | +100.2% | 0.012% | |
8/15/2025 | Captrust Financial Advisors | 33,711 | $1.76M | 0.0% | +21.3% | 0.018% | |
8/15/2025 | Smartleaf Asset Management LLC | 9,350 | $485K | 0.0% | N/A | 0.005% | |
8/15/2025 | Snowden Capital Advisors LLC | 68,936 | $3.59M | 0.1% | +11.7% | 0.038% | |
8/15/2025 | Redwood Financial Network Corp | 4,120 | $215K | 0.1% | N/A | 0.002% | |
8/15/2025 | Redwood Investment Management LLC | 26,876 | $1.40M | 0.1% | N/A | 0.015% | |
8/15/2025 | Orion Porfolio Solutions LLC | 37,104 | $1.93M | 0.0% | +42.8% | 0.020% | |
8/15/2025 | MML Investors Services LLC | 791,812 | $41.25M | 0.1% | +3.6% | 0.433% | |
8/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 151,238 | $7.88M | 1.4% | +11.8% | 0.083% | |
8/15/2025 | IHT Wealth Management LLC | 10,676 | $556K | 0.0% | -26.8% | 0.006% | |
8/15/2025 | Great Valley Advisor Group Inc. | 89,186 | $4.65M | 0.1% | +2.4% | 0.049% | |
8/15/2025 | Gallagher Fiduciary Advisors LLC | 64,049 | $3.34M | 0.0% | +597.6% | 0.035% | |
8/15/2025 | Garden State Investment Advisory Services LLC | 7,484 | $390K | 0.1% | -5.1% | 0.004% | |
8/15/2025 | EP Wealth Advisors LLC | 283,259 | $14.76M | 0.1% | +1,062.5% | 0.155% | |
8/15/2025 | Benjamin Edwards Inc. | 11,650 | $607K | 0.0% | +40.7% | 0.006% | |
8/15/2025 | Bank of America Corp DE | 3,957,282 | $206.17M | 0.0% | -6.6% | 2.163% | |
8/15/2025 | Ameriprise Financial Inc. | 1,566,664 | $81.25M | 0.0% | +6.4% | 0.856% | |
8/14/2025 | Florida Financial Advisors LLC | 22,340 | $1.17M | 0.8% | +110.0% | 0.012% | |
8/14/2025 | Ausdal Financial Partners Inc. | 12,433 | $648K | 0.0% | +2.0% | 0.007% | |
8/14/2025 | Raymond James Financial Inc. | 2,867,532 | $149.40M | 0.1% | +25.8% | 1.567% | |
8/14/2025 | Quantinno Capital Management LP | 16,562 | $863K | 0.0% | +9.9% | 0.009% | |
8/14/2025 | LWM Advisory Services LLC | 35,105 | $1.83M | 1.3% | -16.3% | 0.019% | |
8/14/2025 | Main Street Financial Solutions LLC | 13,896 | $724K | 0.1% | +98.2% | 0.008% | |
8/14/2025 | NewEdge Advisors LLC | 218,162 | $11.37M | 0.1% | +31.7% | 0.119% | |
8/14/2025 | Qube Research & Technologies Ltd | 9,629 | $502K | 0.0% | +230.7% | 0.005% | |
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8/14/2025 | Goodwin Investment Advisory | 33,660 | $1.75M | 2.0% | -8.2% | 0.018% | |
8/14/2025 | Transce3nd LLC | 1,127 | $59K | 0.0% | +36.8% | 0.001% | |
8/14/2025 | Vertex Planning Partners LLC | 84,042 | $4.38M | 0.9% | +54.6% | 0.046% | |
8/14/2025 | Baker Avenue Asset Management LP | 10,693 | $557K | 0.0% | +14.8% | 0.006% | |
8/14/2025 | Balance Wealth LLC | 39,399 | $2.05M | 1.2% | -3.2% | 0.022% | |
8/14/2025 | Cerity Partners LLC | 13,685 | $713K | 0.0% | -83.8% | 0.007% | |
8/13/2025 | PGIM Custom Harvest LLC | 5,704 | $297K | 0.0% | +16.6% | 0.003% | |
8/13/2025 | Stenger Family Office LLC | 245,428 | $13.22M | 3.0% | N/A | 0.134% | |
8/13/2025 | Avestar Capital LLC | 210,218 | $10.95M | 0.7% | +14.8% | 0.115% | |
8/13/2025 | StoneX Group Inc. | 7,339 | $382K | 0.0% | N/A | 0.004% | |
8/13/2025 | M Holdings Securities Inc. | 12,619 | $656K | 0.1% | N/A | 0.007% | |
8/13/2025 | Marshall Wace LLP | 136,616 | $7.12M | 0.0% | N/A | 0.075% | |
8/13/2025 | Royal Fund Management LLC | 16,151 | $842K | 0.1% | +70.3% | 0.009% | |
8/13/2025 | Great Diamond Partners LLC | 17,975 | $936K | 0.2% | +1.5% | 0.010% | |
8/13/2025 | Baird Financial Group Inc. | 391,908 | $20.42M | 0.0% | -25.9% | 0.214% | |
8/13/2025 | Crescent Grove Advisors LLC | 117,638 | $6.13M | 0.6% | -1.0% | 0.064% | |
8/13/2025 | EverSource Wealth Advisors LLC | 3,093 | $161K | 0.0% | -39.4% | 0.002% | |
8/13/2025 | Invesco Ltd. | 1,140,369 | $59.41M | 0.0% | -66.1% | 0.623% | |
8/13/2025 | CW Advisors LLC | 719,865 | $37.51M | 0.4% | +1,645.5% | 0.393% | |
8/13/2025 | Elios Financial Group Inc. | 50,853 | $2.65M | 1.2% | +55.9% | 0.028% | |
8/13/2025 | Berbice Capital Management LLC | 624 | $33K | 0.0% | -93.4% | 0.000% | |
8/13/2025 | Beacon Pointe Advisors LLC | 18,462 | $962K | 0.0% | -10.1% | 0.010% | |
8/13/2025 | Advocacy Wealth Management Services LLC | 699,173 | $36.43M | 2.2% | +100.5% | 0.382% | |
8/13/2025 | Fisher Asset Management LLC | 67,962 | $3.54M | 0.0% | -57.5% | 0.037% | |
8/13/2025 | Leslie Global Wealth LLC | 16,761 | $873K | 0.5% | +50.9% | 0.009% | |
8/13/2025 | Lido Advisors LLC | 1,258,773 | $65.58M | 0.3% | +2.0% | 0.688% | |
8/13/2025 | Hsbc Holdings PLC | 20,000 | $1.04M | 0.0% | N/A | 0.011% | |
8/13/2025 | Level Four Advisory Services LLC | 4,860 | $253K | 0.0% | -6.2% | 0.003% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,680,724 | $87.57M | 0.1% | -2.3% | 0.918% | |
8/13/2025 | Johnson Financial Group Inc. | 1,740,907 | $90.70M | 4.1% | +1.6% | 0.951% | |
8/13/2025 | Hobbs Wealth Management LLC | 80,485 | $4.19M | 4.0% | +69.6% | 0.044% | |
8/13/2025 | Choreo LLC | 11,225 | $585K | 0.0% | +7.5% | 0.006% | |
8/13/2025 | Russell Investments Group Ltd. | 1,536 | $80K | 0.0% | +151.8% | 0.001% | |
8/13/2025 | Maia Wealth LLC | 77,821 | $4.05M | 0.8% | +59.7% | 0.043% | |
8/12/2025 | Viawealth LLC | 3,950 | $206K | 0.1% | -18.2% | 0.002% | |
8/12/2025 | J.W. Cole Advisors Inc. | 51,454 | $2.68M | 0.1% | +28.5% | 0.028% | |
8/12/2025 | Financial Advocates Investment Management | 86,963 | $4.53M | 0.4% | -54.4% | 0.048% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 75,299 | $3.92M | 0.0% | +14.2% | 0.041% | |
8/12/2025 | CreativeOne Wealth LLC | 44,894 | $2.34M | 0.1% | +918.7% | 0.025% | |
8/12/2025 | Maripau Wealth Management LLC | 8,148 | $424K | 0.2% | N/A | 0.004% | |
8/12/2025 | Global Retirement Partners LLC | 331,025 | $17.25M | 0.4% | N/A | 0.181% | |
8/12/2025 | Centric Wealth Management | 3,780 | $206K | 0.0% | N/A | 0.002% | |
8/12/2025 | Soundwatch Capital LLC | 3,436,306 | $1.79M | 0.0% | N/A | 1.878% | |
8/12/2025 | Del Sette Capital Management LLC | 15,961 | $832K | 0.6% | N/A | 0.009% | |
8/12/2025 | JPMorgan Chase & Co. | 2,464,746 | $128.41M | 0.0% | +32.0% | 1.347% | |
8/12/2025 | NFP Retirement Inc. | 37,552 | $1.96M | 0.1% | -0.9% | 0.021% | |
8/11/2025 | Alteri Wealth LLC | 10,434 | $544K | 0.2% | +20.0% | 0.006% | |
8/11/2025 | TD Waterhouse Canada Inc. | 1,580 | $82K | 0.0% | +507.7% | 0.001% | |
8/11/2025 | Stonebrook Private Inc. | 100,955 | $5.26M | 1.2% | +2.1% | 0.055% | |
8/11/2025 | Traub Capital Management LLC | 2,000 | $104K | 0.1% | N/A | 0.001% | |
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8/11/2025 | PAX Financial Group LLC | 98,648 | $5.14M | 1.0% | +2.9% | 0.054% | |
8/11/2025 | Cannon Advisors Inc. | 21,245 | $1.11M | 0.9% | -39.4% | 0.012% | |
8/11/2025 | Western Wealth Management LLC | 101,042 | $5.26M | 0.3% | N/A | 0.055% | |
8/8/2025 | Financial Gravity Companies Inc. | 910 | $47K | 0.0% | N/A | 0.000% | |
8/8/2025 | MTM Investment Management LLC | 1,346 | $70K | 0.0% | +109.7% | 0.001% | |
8/8/2025 | Rockefeller Capital Management L.P. | 299,364 | $15.60M | 0.0% | +3.4% | 0.164% | |
8/8/2025 | Kingsview Wealth Management LLC | 10,830 | $564K | 0.0% | -11.0% | 0.006% | |
8/8/2025 | Avantax Advisory Services Inc. | 65,271 | $3.40M | 0.0% | -15.2% | 0.036% | |
8/8/2025 | Thoroughbred Financial Services LLC | 187,075 | $9.75M | 0.7% | -15.1% | 0.103% | |
8/8/2025 | Cetera Investment Advisers | 532,836 | $27.76M | 0.0% | +0.1% | 0.292% | |