8/27/2025 | Barnes Wealth Management Group Inc | 12,795 | $294K | 0.2% | +7.4% | 0.001% | |
8/27/2025 | Orion Porfolio Solutions LLC | 103,994 | $2.39M | 0.0% | -59.5% | 0.009% | |
8/27/2025 | Seneca Financial Advisors LLC | 902,112 | $20.73M | 8.0% | +10.6% | 0.075% | |
8/26/2025 | Thrivent Financial for Lutherans | 1,762,825 | $40.51M | 0.1% | -17.8% | 0.147% | |
8/20/2025 | Coppell Advisory Solutions LLC | 20,846 | $477K | 0.1% | N/A | 0.002% | |
8/19/2025 | Cape Investment Advisory Inc. | 5,444 | $125K | 0.0% | +31.5% | 0.000% | |
8/19/2025 | Advisory Services Network LLC | 126,993 | $2.90M | 0.0% | -15.5% | 0.011% | |
8/18/2025 | Geneos Wealth Management Inc. | 794,108 | $18.25M | 0.4% | +71.1% | 0.066% | |
8/18/2025 | Castleark Management LLC | 3,258,099 | $74.87M | 2.3% | -20.1% | 0.272% | |
8/16/2025 | Headlands Technologies LLC | 16,124 | $371K | 0.0% | -36.4% | 0.001% | |
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8/15/2025 | Strategic Investment Advisors MI | 479,632 | $11.01M | 1.1% | +11.8% | 0.040% | |
8/15/2025 | High Falls Advisors Inc | 63,896 | $1.47M | 0.3% | -15.5% | 0.005% | |
8/15/2025 | Tower Research Capital LLC TRC | 8,301 | $191K | 0.0% | -98.2% | 0.001% | |
8/15/2025 | Blue Edge Capital LLC | 99,325 | $2.28M | 0.3% | -1.3% | 0.008% | |
8/15/2025 | Semmax Financial Advisors Inc. | 2,041 | $47K | 0.0% | +75.2% | 0.000% | |
8/15/2025 | Corient Private Wealth LLC | 25,973 | $597K | 0.0% | -29.1% | 0.002% | |
8/15/2025 | Equitable Holdings Inc. | 771,981 | $17.74M | 0.1% | +10.4% | 0.064% | |
8/15/2025 | Captrust Financial Advisors | 49,630 | $1.14M | 0.0% | +29.3% | 0.004% | |
8/15/2025 | Keel Point LLC | 233,576 | $5.37M | 0.4% | +44.6% | 0.019% | |
8/15/2025 | Scott Marsh Financial LLC | 56,095 | $1.29M | 0.5% | N/A | 0.005% | |
8/15/2025 | Smartleaf Asset Management LLC | 53,505 | $1.23M | 0.1% | +20.5% | 0.004% | |
8/15/2025 | Snowden Capital Advisors LLC | 45,403 | $1.04M | 0.0% | -13.5% | 0.004% | |
8/15/2025 | Redwood Investment Management LLC | 9,984 | $229K | 0.0% | -52.3% | 0.001% | |
8/15/2025 | Orion Porfolio Solutions LLC | 103,994 | $2.39M | 0.0% | -59.5% | 0.009% | |
8/15/2025 | MML Investors Services LLC | 2,283,396 | $52.47M | 0.2% | +7.7% | 0.190% | |
8/15/2025 | Modern Wealth Management LLC | 584,174 | $13.42M | 0.3% | +2.2% | 0.049% | |
8/15/2025 | IHT Wealth Management LLC | 22,555 | $518K | 0.0% | +6.2% | 0.002% | |
8/15/2025 | Great Valley Advisor Group Inc. | 203,112 | $4.67M | 0.1% | +8.4% | 0.017% | |
8/15/2025 | EP Wealth Advisors LLC | 5,783,492 | $132.91M | 0.9% | +0.7% | 0.482% | |
8/15/2025 | Envision Financial Planning LLC | 716,875 | $16.47M | 7.7% | +4.0% | 0.060% | |
8/15/2025 | BNP Paribas Financial Markets | 91,034 | $2.09M | 0.0% | +99.2% | 0.008% | |
8/15/2025 | Bank of America Corp DE | 321,504,611 | $7.39B | 0.5% | +2.8% | 26.792% | |
8/15/2025 | Ameriprise Financial Inc. | 5,744,707 | $132.04M | 0.0% | +11.2% | 0.479% | |
8/14/2025 | Raymond James Financial Inc. | 2,346,330 | $53.92M | 0.0% | +48.7% | 0.196% | |
8/14/2025 | Diversify Wealth Management LLC | 348,917 | $7.98M | 0.5% | +10.4% | 0.029% | |
8/14/2025 | Diversify Advisory Services LLC | 345,388 | $7.90M | 0.3% | +22.1% | 0.029% | |
8/14/2025 | Peapack Gladstone Financial Corp | 9,437 | $217K | 0.0% | N/A | 0.001% | |
8/14/2025 | Sand Hill Global Advisors LLC | 16,855 | $387K | 0.0% | -20.5% | 0.001% | |
8/14/2025 | FAS Wealth Partners Inc. | 3,165 | $73K | 0.0% | +235.6% | 0.000% | |
8/14/2025 | BNP Paribas | 81,659 | $1.88M | 0.1% | -29.0% | 0.007% | |
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8/14/2025 | NewEdge Advisors LLC | 525,006 | $12.07M | 0.1% | +6.1% | 0.044% | |
8/14/2025 | Stonehaven Wealth & Tax Solutions LLC | 56,097 | $1.29M | 1.3% | +5.2% | 0.005% | |
8/14/2025 | Qube Research & Technologies Ltd | 22,763 | $523K | 0.0% | N/A | 0.002% | |
8/14/2025 | Vertex Planning Partners LLC | 9,277 | $213K | 0.0% | N/A | 0.001% | |
8/14/2025 | Cary Street Partners Financial LLC | 16,066 | $369K | 0.0% | +10.3% | 0.001% | |
8/14/2025 | Cerity Partners LLC | 995,618 | $22.70M | 0.0% | +109.7% | 0.083% | |
8/13/2025 | Idaho Trust Co | 140,035 | $3.22M | 1.1% | -3.6% | 0.012% | |
8/13/2025 | Cheviot Value Management LLC | 32,481 | $743K | 0.1% | +12.4% | 0.003% | |
8/13/2025 | SageView Advisory Group LLC | 14,698 | $334K | 0.0% | -5.9% | 0.001% | |
8/13/2025 | Flow Traders U.S. LLC | 425,888 | $9.79M | 0.4% | +26.6% | 0.035% | |
8/13/2025 | Cresset Asset Management LLC | 1,242,749 | $28.56M | 0.1% | +32.9% | 0.104% | |
8/13/2025 | Gateway Wealth Partners LLC | 17,572 | $404K | 0.1% | -29.0% | 0.001% | |
8/13/2025 | Brown Advisory Inc. | 1,534,716 | $35.27M | 0.0% | +4.5% | 0.128% | |
8/13/2025 | SCS Capital Management LLC | 546,923 | $12.57M | 0.1% | +4.3% | 0.046% | |
8/13/2025 | Annandale Capital LLC | 811,998 | $18.66M | 1.4% | -2.1% | 0.068% | |
8/13/2025 | Baird Financial Group Inc. | 195,888 | $4.50M | 0.0% | -3.2% | 0.016% | |
8/13/2025 | EverSource Wealth Advisors LLC | 3,061 | $70K | 0.0% | -22.8% | 0.000% | |
8/13/2025 | Kilter Group LLC | 1,806 | $41K | 0.0% | N/A | 0.000% | |
8/13/2025 | Trek Financial LLC | 71,499 | $1.64M | 0.1% | -8.6% | 0.006% | |
8/13/2025 | CW Advisors LLC | 269,152 | $6.19M | 0.1% | +4.2% | 0.022% | |
8/13/2025 | Acorns Advisers LLC | 1,084,912 | $24.93M | 0.2% | -13.6% | 0.090% | |
8/13/2025 | JT Stratford LLC | 361,764 | $8.31M | 1.3% | +6.0% | 0.030% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 44,321 | $1.01M | 0.3% | +311.6% | 0.004% | |
8/13/2025 | WCG Wealth Advisors LLC | 18,170 | $418K | 0.0% | +10.3% | 0.002% | |
8/13/2025 | M&T Bank Corp | 128,743 | $2.96M | 0.0% | -9.7% | 0.011% | |
8/13/2025 | Van Hulzen Asset Management LLC | 35,802 | $823K | 0.1% | -11.5% | 0.003% | |
8/13/2025 | Fisher Asset Management LLC | 19,637 | $451K | 0.0% | +74.6% | 0.002% | |
8/13/2025 | Bernardo Wealth Planning LLC | 545,358 | $12.53M | 2.7% | -1.6% | 0.045% | |
8/13/2025 | Scotia Capital Inc. | 372,640 | $8.56M | 0.0% | -1.1% | 0.031% | |
8/13/2025 | Hsbc Holdings PLC | 225,334 | $5.18M | 0.0% | -0.3% | 0.019% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 754,468 | $17.34M | 0.0% | +7.1% | 0.063% | |
8/13/2025 | Sumitomo Mitsui Financial Group Inc. | 666,851 | $15.32M | 0.2% | +0.2% | 0.056% | |
8/13/2025 | Crabel Capital Management LLC | 294,155 | $6.76M | 4.1% | +18.0% | 0.025% | |
8/13/2025 | Elevation Point Wealth Partners LLC | 22,511 | $517K | 0.0% | +86.3% | 0.002% | |
8/13/2025 | Vermillion & White Wealth Management Group LLC | 23,982 | $551K | 0.4% | -2.3% | 0.002% | |
8/13/2025 | Choreo LLC | 55,504 | $1.28M | 0.0% | -19.0% | 0.005% | |
8/13/2025 | Silphium Asset Management Ltd | 491,200 | $11.29M | 4.0% | N/A | 0.041% | |
8/12/2025 | J.W. Cole Advisors Inc. | 27,964 | $643K | 0.0% | +91.2% | 0.002% | |
8/12/2025 | Blueprint Financial Advisors LLC | 104,840 | $2.41M | 0.8% | -72.8% | 0.009% | |
8/12/2025 | Richmond Investment Services LLC | 42,884 | $985K | 0.2% | N/A | 0.004% | |
8/12/2025 | Farmers National Bank | 44,065 | $1.01M | 0.3% | +11.5% | 0.004% | |
8/12/2025 | Financial Advocates Investment Management | 945,646 | $21.73M | 1.8% | +7.3% | 0.079% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 425,232 | $9.77M | 0.1% | +0.2% | 0.035% | |
8/12/2025 | Insigneo Advisory Services LLC | 8,942 | $205K | 0.0% | -42.1% | 0.001% | |
8/12/2025 | CreativeOne Wealth LLC | 190,098 | $4.37M | 0.1% | +4.7% | 0.016% | |
8/12/2025 | Maripau Wealth Management LLC | 26,354 | $605K | 0.3% | +4.9% | 0.002% | |
8/12/2025 | Global Retirement Partners LLC | 726,716 | $16.70M | 0.4% | N/A | 0.061% | |
8/12/2025 | Waterloo Capital L.P. | 38,011 | $873K | 0.1% | -32.0% | 0.003% | |
8/12/2025 | Coldstream Capital Management Inc. | 586,222 | $13.47M | 0.2% | +1.5% | 0.049% | |
8/12/2025 | Charles Schwab Investment Management Inc. | 19,891,304 | $457.10M | 0.1% | -2.6% | 1.658% | |
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8/12/2025 | Blueprint Investment Partners LLC | 147,478 | $3.39M | 0.6% | -82.2% | 0.012% | |
8/12/2025 | Franklin Resources Inc. | 67,737 | $1.56M | 0.0% | +166.6% | 0.006% | |
8/12/2025 | MAI Capital Management | 26,109 | $600K | 0.0% | -14.7% | 0.002% | |
8/12/2025 | JPMorgan Chase & Co. | 40,314,805 | $926.43M | 0.1% | +7.4% | 3.360% | |
8/12/2025 | ADE LLC | 47,224 | $1.09M | 0.6% | +9.7% | 0.004% | |
8/12/2025 | Prudential PLC | 871,946 | $20.04M | 0.1% | +1,377.9% | 0.073% | |
8/11/2025 | Alteri Wealth LLC | 39,934 | $918K | 0.4% | -34.1% | 0.003% | |
8/11/2025 | TD Waterhouse Canada Inc. | 21,642 | $497K | 0.0% | -66.5% | 0.002% | |
8/11/2025 | Anfield Capital Management LLC | 510,390 | $11.73M | 3.9% | -0.9% | 0.043% | |
8/11/2025 | Kingdom Financial Group LLC. | 26,379 | $606K | 0.5% | N/A | 0.002% | |