8/27/2025 | Orion Porfolio Solutions LLC | 64,759 | $1.05M | 0.0% | -34.1% | 0.063% | |
8/15/2025 | Corient Private Wealth LLC | 38,732 | $631K | 0.0% | +251.5% | 0.038% | |
8/15/2025 | Equitable Holdings Inc. | 244,717 | $3.98M | 0.0% | +25.0% | 0.239% | |
8/15/2025 | Captrust Financial Advisors | 14,529 | $237K | 0.0% | N/A | 0.014% | |
8/15/2025 | Scott Marsh Financial LLC | 21,297 | $347K | 0.1% | N/A | 0.021% | |
8/15/2025 | Sherman Asset Management Inc. | 3,508 | $57K | 0.1% | N/A | 0.003% | |
8/15/2025 | Orion Porfolio Solutions LLC | 635,803 | $10.35M | 0.1% | +546.6% | 0.620% | |
8/15/2025 | MML Investors Services LLC | 58,645 | $955K | 0.0% | -12.9% | 0.057% | |
8/15/2025 | IHT Wealth Management LLC | 28,408 | $462K | 0.0% | +11.3% | 0.028% | |
8/15/2025 | Group One Trading LLC | 2,010 | $33K | 0.0% | +402.5% | 0.002% | |
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8/15/2025 | Bank of America Corp DE | 5,295,265 | $86.21M | 0.0% | +62.6% | 5.166% | |
8/14/2025 | Ausdal Financial Partners Inc. | 13,319 | $217K | 0.0% | N/A | 0.013% | |
8/14/2025 | Raymond James Financial Inc. | 422,682 | $6.88M | 0.0% | +1.8% | 0.412% | |
8/14/2025 | Napa Wealth Management | 42,639 | $694K | 0.3% | -38.7% | 0.042% | |
8/14/2025 | NewEdge Advisors LLC | 380,160 | $6.19M | 0.0% | +104.2% | 0.371% | |
8/14/2025 | L2 Asset Management LLC | 22,831 | $372K | 0.1% | N/A | 0.022% | |
8/14/2025 | Baker Avenue Asset Management LP | 19,086 | $311K | 0.0% | +9.2% | 0.019% | |
8/14/2025 | Cary Street Partners Financial LLC | 21,803 | $355K | 0.0% | -19.3% | 0.021% | |
8/14/2025 | Cerity Partners LLC | 19,149 | $312K | 0.0% | -46.6% | 0.019% | |
8/13/2025 | CW Advisors LLC | 52,399 | $853K | 0.0% | +35.4% | 0.051% | |
8/13/2025 | Beacon Pointe Advisors LLC | 138,018 | $2.25M | 0.0% | N/A | 0.135% | |
8/13/2025 | Everstar Asset Management LLC | 19,656 | $320K | 0.2% | +9.4% | 0.019% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 25,748 | $419K | 0.0% | +58.4% | 0.025% | |
8/13/2025 | Russell Investments Group Ltd. | 1,540 | $25K | 0.0% | N/A | 0.002% | |
8/12/2025 | J.W. Cole Advisors Inc. | 159,680 | $2.60M | 0.1% | +1.4% | 0.156% | |
8/12/2025 | SlateStone Wealth LLC | 38,000 | $619K | 0.1% | -53.9% | 0.037% | |
8/12/2025 | Advisors Asset Management Inc. | 31,729 | $517K | 0.0% | -7.6% | 0.031% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 351,595 | $5.72M | 0.0% | -25.0% | 0.343% | |
8/12/2025 | CreativeOne Wealth LLC | 127,595 | $2.08M | 0.1% | -10.7% | 0.124% | |
8/12/2025 | Jefferies Financial Group Inc. | 28,699 | $467K | 0.0% | +65.2% | 0.028% | |
8/12/2025 | Global Retirement Partners LLC | 65,480 | $1.07M | 0.0% | N/A | 0.064% | |
8/12/2025 | Cynosure Group LLC | 156,439 | $2.55M | 0.3% | +2.1% | 0.153% | |
8/12/2025 | JPMorgan Chase & Co. | 26,816 | $437K | 0.0% | -15.5% | 0.026% | |
8/12/2025 | Real Talk Capital LLC | 36,533 | $595K | 0.7% | -3.6% | 0.036% | |
8/11/2025 | Perennial Investment Advisors LLC | 74,420 | $1.21M | 0.1% | -4.3% | 0.084% | |
8/8/2025 | Rockefeller Capital Management L.P. | 15,617 | $254K | 0.0% | N/A | 0.018% | |
8/8/2025 | Avantax Advisory Services Inc. | 127,289 | $2.07M | 0.0% | +10.9% | 0.144% | |
8/8/2025 | Cetera Investment Advisers | 120,429 | $1.96M | 0.0% | +11.1% | 0.136% | |
8/8/2025 | Creative Planning | 97,706 | $1.59M | 0.0% | -5.5% | 0.110% | |
8/8/2025 | Condor Capital Management | 830,944 | $13.53M | 1.2% | +2.0% | 0.938% | |
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8/8/2025 | Foundations Investment Advisors LLC | 305,454 | $4.97M | 0.1% | -11.9% | 0.345% | |
8/8/2025 | CFO4Life Group LLC | 37,407 | $609K | 0.1% | +154.3% | 0.042% | |
8/8/2025 | L & S Advisors Inc | 20,819 | $339K | 0.0% | N/A | 0.024% | |
8/8/2025 | Wealth Alliance LLC | 41,691 | $679K | 0.1% | +4.4% | 0.047% | |
8/8/2025 | Beck Bode LLC | 12,080 | $197K | 0.0% | -37.1% | 0.014% | |
8/7/2025 | Samalin Investment Counsel LLC | 138,597 | $2.26M | 0.9% | +0.8% | 0.156% | |
8/7/2025 | Allworth Financial LP | 13,300 | $217K | 0.0% | N/A | 0.015% | |
8/6/2025 | Wedbush Securities Inc. | 129,283 | $2.11M | 0.1% | +3.8% | 0.146% | |
8/6/2025 | Texas Yale Capital Corp. | 26,850 | $437K | 0.0% | -3.6% | 0.030% | |
8/6/2025 | Black Swift Group LLC | 72,000 | $1.17M | 0.2% | -35.8% | 0.081% | |
8/6/2025 | Axim Planning & Wealth | 10,104 | $164K | 0.1% | N/A | 0.011% | |
8/6/2025 | Stonebridge Financial Planning Group LLC | 120,356 | $1.96M | 0.8% | +23.1% | 0.136% | |
8/6/2025 | Moors & Cabot Inc. | 14,350 | $234K | 0.0% | +20.1% | 0.016% | |
8/5/2025 | Milestone Asset Management LLC | 42,945 | $699K | 0.1% | +46.6% | 0.048% | |
8/5/2025 | Magnolia Capital Advisors LLC | 44,871 | $730K | 0.2% | N/A | 0.051% | |
8/4/2025 | Haven Private LLC | 618,099 | $10.06M | 4.5% | +3.2% | 0.698% | |
8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 24,039 | $391K | 0.1% | -19.2% | 0.027% | |
8/4/2025 | Spire Wealth Management | 95,445 | $1.55M | 0.1% | +3.5% | 0.108% | |
8/4/2025 | Arkadios Wealth Advisors | 220,148 | $3.58M | 0.1% | +11.9% | 0.249% | |
8/4/2025 | L.M. Kohn & Company | 13,319 | $217K | 0.1% | N/A | 0.015% | |
8/1/2025 | James Investment Research Inc. | 27,874 | $454K | 0.1% | N/A | 0.031% | |
8/1/2025 | Shilanski & Associates Inc. | 203,050 | $3.31M | 0.9% | +1.5% | 0.229% | |
8/1/2025 | Delta Investment Management LLC | 178,328 | $2.90M | 0.6% | +10.0% | 0.201% | |
8/1/2025 | Envestnet Asset Management Inc. | 407,803 | $6.64M | 0.0% | +42.1% | 0.460% | |
7/31/2025 | Ranch Capital Advisors Inc. | 58,587 | $954K | 0.4% | +7.9% | 0.066% | |
7/31/2025 | Sage Mountain Advisors LLC | 20,804 | $339K | 0.0% | -43.2% | 0.023% | |
7/30/2025 | Bleakley Financial Group LLC | 23,898 | $389K | 0.0% | +2.8% | 0.027% | |
7/30/2025 | Insight Advisors LLC PA | 14,131 | $230K | 0.0% | -42.3% | 0.016% | |
7/29/2025 | Stephens Inc. AR | 30,475 | $496K | 0.0% | +7.0% | 0.034% | |
7/29/2025 | Alpha Wealth Funds LLC | 74,096 | $1.21M | 1.0% | +6.4% | 0.084% | |
7/29/2025 | International Assets Investment Management LLC | 89,146 | $1.45M | 0.1% | +34.0% | 0.101% | |
7/29/2025 | Stratos Wealth Partners LTD. | 178,526 | $2.91M | 0.0% | -5.4% | 0.202% | |
7/29/2025 | Private Trust Co. NA | 4,373 | $71K | 0.0% | +274.1% | 0.005% | |
7/28/2025 | Bridges Investment Management Inc. | 105,767 | $1.72M | 0.0% | +9.3% | 0.119% | |
7/28/2025 | Mission Hills Financial Advisory LLC | 999,233 | $16.27M | 10.1% | +15.4% | 1.128% | |
7/28/2025 | Harbour Investments Inc. | 45,812 | $746K | 0.0% | +62.0% | 0.052% | |
7/28/2025 | J.Safra Asset Management Corp | 91,140 | $1.48M | 0.1% | N/A | 0.103% | |
7/28/2025 | Naviter Wealth LLC | 337,401 | $5.49M | 0.7% | +464.8% | 0.381% | |
7/25/2025 | Atria Wealth Solutions Inc. | 60,743 | $989K | 0.0% | -34.5% | 0.069% | |
7/25/2025 | Endowment Wealth Management Inc. | 25,201 | $410K | 0.2% | +10.9% | 0.028% | |
7/25/2025 | Astoria Portfolio Advisors LLC. | 11,760 | $196K | 0.1% | N/A | 0.013% | |
7/25/2025 | MGO One Seven LLC | 167,093 | $2.72M | 0.1% | +15.7% | 0.189% | |
7/25/2025 | CWM LLC | 18,056 | $294K | 0.0% | +995.6% | 0.020% | |
7/25/2025 | Concurrent Investment Advisors LLC | 17,255 | $281K | 0.0% | +8.8% | 0.019% | |
7/24/2025 | WMG Financial Advisors LLC | 27,350 | $445K | 0.2% | N/A | 0.031% | |
7/24/2025 | IFP Advisors Inc | 56,023 | $912K | 0.0% | +995.7% | 0.063% | |
7/23/2025 | Sax Wealth Advisors LLC | 112,475 | $1.83M | 0.1% | +43.9% | 0.111% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 111,727 | $1.82M | 0.1% | -36.5% | 0.111% | |
7/22/2025 | Measured Risk Portfolios Inc. | 141,323 | $2.30M | 2.2% | +1.9% | 0.140% | |
7/22/2025 | Beacon Financial Advisory LLC | 25,320 | $412K | 0.1% | +18.1% | 0.025% | |
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7/22/2025 | Wealthcare Advisory Partners LLC | 55,559 | $904K | 0.0% | +167.6% | 0.055% | |
7/21/2025 | Future Financial Wealth Managment LLC | 85,774 | $1.40M | 1.0% | -10.8% | 0.085% | |
7/21/2025 | Ameritas Advisory Services LLC | 119,592 | $1.95M | 0.1% | N/A | 0.118% | |
7/18/2025 | Centricity Wealth Management LLC | 2,330 | $38K | 0.0% | -67.8% | 0.003% | |
7/18/2025 | Consolidated Portfolio Review Corp | 37,717 | $614K | 0.1% | -54.7% | 0.043% | |
7/18/2025 | Truist Financial Corp | 26,316 | $428K | 0.0% | +10.2% | 0.030% | |
7/17/2025 | HB Wealth Management LLC | 20,090 | $327K | 0.0% | -19.6% | 0.023% | |
7/17/2025 | Janney Montgomery Scott LLC | 187,613 | $3.05M | 0.0% | -6.3% | 0.212% | |
7/17/2025 | Albion Financial Group UT | 45,065 | $734K | 0.0% | -4.0% | 0.051% | |
7/17/2025 | Sound Income Strategies LLC | 4,792 | $78K | 0.0% | -11.7% | 0.005% | |