8/27/2025 | Stonebridge Wealth Management LLC | 103,181 | $4.67M | 4.5% | N/A | 0.153% | |
8/27/2025 | Barnes Wealth Management Group Inc | 13,940 | $631K | 0.4% | +2.6% | 0.021% | |
8/27/2025 | Orion Porfolio Solutions LLC | 109,102 | $4.94M | 0.0% | -7.0% | 0.162% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 8,016 | $363K | 0.0% | N/A | 0.012% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 22,312 | $1.01M | 0.2% | -35.7% | 0.033% | |
8/19/2025 | Advisory Services Network LLC | 46,129 | $2.08M | 0.0% | -3.6% | 0.068% | |
8/18/2025 | Kestra Investment Management LLC | 1,155,914 | $52.35M | 1.6% | -45.4% | 1.712% | |
8/16/2025 | Evergreen Capital Management LLC | 6,686 | $303K | 0.0% | N/A | 0.010% | |
8/15/2025 | Corient Private Wealth LLC | 102,666 | $4.65M | 0.0% | +101.5% | 0.152% | |
8/15/2025 | Equitable Holdings Inc. | 94,085 | $4.26M | 0.0% | +16.2% | 0.139% | |
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8/15/2025 | Captrust Financial Advisors | 76,453 | $3.46M | 0.0% | -25.5% | 0.113% | |
8/15/2025 | Orion Porfolio Solutions LLC | 21,753 | $985K | 0.0% | -81.5% | 0.032% | |
8/15/2025 | MML Investors Services LLC | 99,242 | $4.50M | 0.0% | +5.4% | 0.147% | |
8/15/2025 | Modern Wealth Management LLC | 6,259 | $283K | 0.0% | -8.5% | 0.009% | |
8/15/2025 | Lazard Asset Management LLC | 1,485 | $67K | 0.0% | -49.7% | 0.002% | |
8/15/2025 | Great Valley Advisor Group Inc. | 7,496 | $340K | 0.0% | N/A | 0.011% | |
8/15/2025 | EP Wealth Advisors LLC | 3,459 | $157K | 0.0% | N/A | 0.005% | |
8/15/2025 | Bank of America Corp DE | 5,580,798 | $252.75M | 0.0% | -1.4% | 8.268% | |
8/15/2025 | Ameriprise Financial Inc. | 2,322,519 | $105.17M | 0.0% | -1.3% | 3.441% | |
8/14/2025 | Ausdal Financial Partners Inc. | 4,453 | $202K | 0.0% | N/A | 0.007% | |
8/14/2025 | Raymond James Financial Inc. | 592,480 | $26.83M | 0.0% | +10.2% | 0.878% | |
8/14/2025 | BNP Paribas | 26,361 | $1.19M | 0.0% | +1.0% | 0.039% | |
8/14/2025 | NewEdge Advisors LLC | 6,925 | $314K | 0.0% | -16.6% | 0.010% | |
8/14/2025 | Qube Research & Technologies Ltd | 28,752 | $1.30M | 0.0% | -3.4% | 0.043% | |
8/14/2025 | Acorn Wealth Advisors LLC | 5,808 | $263K | 0.1% | -13.0% | 0.009% | |
8/14/2025 | Ally Invest Advisors Inc. | 5,319 | $241K | 0.0% | -8.7% | 0.008% | |
8/14/2025 | Baker Avenue Asset Management LP | 69,237 | $3.14M | 0.1% | -4.2% | 0.103% | |
8/14/2025 | Cerity Partners LLC | 9,247 | $419K | 0.0% | -9.3% | 0.014% | |
8/13/2025 | Quantum Portfolio Management LLC | 95,822 | $4.34M | 2.1% | +33.1% | 0.142% | |
8/13/2025 | StoneX Group Inc. | 5,736 | $260K | 0.0% | +13.6% | 0.008% | |
8/13/2025 | Cheviot Value Management LLC | 126,142 | $5.82M | 0.7% | +1.9% | 0.187% | |
8/13/2025 | Gateway Wealth Partners LLC | 9,337 | $423K | 0.1% | +24.1% | 0.014% | |
8/13/2025 | Brown Advisory Inc. | 6,857 | $311K | 0.0% | +37.5% | 0.010% | |
8/13/2025 | Argyle Capital Partners LLC | 4,739 | $215K | 0.2% | N/A | 0.007% | |
8/13/2025 | WCG Wealth Advisors LLC | 159,634 | $7.23M | 0.5% | +46.2% | 0.236% | |
8/13/2025 | Beacon Pointe Advisors LLC | 15,316 | $694K | 0.0% | +12.6% | 0.023% | |
8/13/2025 | M&T Bank Corp | 271,359 | $12.29M | 0.0% | +0.3% | 0.402% | |
8/13/2025 | Smith Moore & CO. | 4,741 | $215K | 0.0% | N/A | 0.007% | |
8/13/2025 | Trustmark Bank Trust Department | 9,648 | $437K | 0.0% | -27.0% | 0.014% | |
8/13/2025 | Lido Advisors LLC | 14,466 | $655K | 0.0% | N/A | 0.021% | |
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8/13/2025 | Quadrature Capital Ltd | 7,738 | $350K | 0.0% | N/A | 0.011% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 372,478 | $16.87M | 0.0% | +0.1% | 0.552% | |
8/12/2025 | J.W. Cole Advisors Inc. | 51,093 | $2.31M | 0.0% | +4.3% | 0.076% | |
8/12/2025 | Summit Global Investments | 62,847 | $2.85M | 0.2% | -1.6% | 0.093% | |
8/12/2025 | AlphaCore Capital LLC | 9,722 | $440K | 0.0% | +20.5% | 0.014% | |
8/12/2025 | MAI Capital Management | 6,099 | $276K | 0.0% | -5.7% | 0.009% | |
8/12/2025 | JPMorgan Chase & Co. | 619,107 | $28.04M | 0.0% | +4.4% | 0.917% | |
8/11/2025 | FSC Wealth Advisors LLC | 8,202 | $371K | 0.2% | -3.4% | 0.012% | |
8/11/2025 | Inspire Advisors LLC | 128,748 | $5.83M | 0.6% | +9.3% | 0.191% | |
8/11/2025 | Rothschild Investment LLC | 14,622 | $662K | 0.0% | +32.8% | 0.022% | |
8/8/2025 | Rockefeller Capital Management L.P. | 182,572 | $8.27M | 0.0% | +42.1% | 0.271% | |
8/8/2025 | Collaborative Wealth Managment Inc. | 10,680 | $484K | 0.2% | +60.7% | 0.016% | |
8/8/2025 | Avantax Advisory Services Inc. | 166,507 | $7.54M | 0.0% | -6.0% | 0.247% | |
8/8/2025 | Cetera Investment Advisers | 382,493 | $17.32M | 0.0% | -1.6% | 0.568% | |
8/8/2025 | Creative Planning | 2,161,189 | $97.88M | 0.1% | -1.0% | 3.211% | |
8/8/2025 | Islay Capital Management LLC | 26,004 | $1.18M | 0.8% | +4.0% | 0.039% | |
8/8/2025 | Austin Wealth Management LLC | 6,457 | $291K | 0.1% | -15.6% | 0.010% | |
8/8/2025 | PNC Financial Services Group Inc. | 3,989 | $181K | 0.0% | +50.6% | 0.006% | |
8/8/2025 | SBI Securities Co. Ltd. | 18,506 | $838K | 0.0% | -15.5% | 0.027% | |
8/7/2025 | Aspen Wealth Strategies LLC | 5,710 | $259K | 0.2% | -35.3% | 0.008% | |
8/7/2025 | PFG Advisors | 8,980 | $407K | 0.0% | +12.2% | 0.013% | |
8/7/2025 | Arbor Trust Wealth Advisors LLC | 61,314 | $2.78M | 1.4% | -0.9% | 0.091% | |
8/7/2025 | Rathbones Group PLC | 20,755 | $940K | 0.0% | +5.1% | 0.031% | |
8/6/2025 | Prospera Financial Services Inc | 7,943 | $360K | 0.0% | +45.3% | 0.012% | |
8/6/2025 | AE Wealth Management LLC | 709 | $32K | 0.0% | +54.8% | 0.001% | |
8/6/2025 | Vestmark Advisory Solutions Inc. | 106,230 | $4.81M | 0.1% | +151.1% | 0.158% | |
8/6/2025 | Able Wealth Management LLC | 20,302 | $919K | 0.5% | +36.2% | 0.030% | |
8/6/2025 | Columbia River Financial Group LLC | 6,295 | $285K | 0.2% | -4.0% | 0.009% | |
8/5/2025 | Simplex Trading LLC | 2,588 | $117K | 0.0% | +66.4% | 0.004% | |
8/5/2025 | NewSquare Capital LLC | 29,248 | $1.33M | 0.1% | +6.6% | 0.043% | |
8/5/2025 | Bank of Montreal Can | 38,802 | $1.76M | 0.0% | +14.3% | 0.058% | |
8/5/2025 | Mission Wealth Management LP | 12,907 | $585K | 0.0% | -3.2% | 0.019% | |
8/4/2025 | Linscomb Wealth Inc. | 285,552 | $12.93M | 0.6% | -0.4% | 0.424% | |
8/4/2025 | Creekmur Asset Management LLC | 580 | $26K | 0.0% | +172.3% | 0.001% | |
8/4/2025 | Kovack Advisors Inc. | 4,624 | $209K | 0.0% | N/A | 0.007% | |
8/4/2025 | Atria Investments Inc | 10,414 | $472K | 0.0% | +4.5% | 0.015% | |
8/4/2025 | Assetmark Inc. | 386,617 | $17.51M | 0.0% | +0.8% | 0.574% | |
8/4/2025 | Arkadios Wealth Advisors | 10,486 | $475K | 0.0% | +86.0% | 0.016% | |
8/4/2025 | World Investment Advisors | 10,475 | $474K | 0.0% | +6.4% | 0.016% | |
8/1/2025 | Oarsman Capital Inc. | 7,517 | $340K | 0.1% | -10.1% | 0.011% | |
8/1/2025 | Pasadena Private Wealth LLC | 8,067 | $365K | 0.1% | N/A | 0.012% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,571,638 | $71.17M | 0.0% | +5.4% | 2.335% | |
7/31/2025 | Wealthfront Advisers LLC | 25,881 | $1.17M | 0.0% | +29.0% | 0.038% | |
7/31/2025 | Whipplewood Advisors LLC | 1,562 | $71K | 0.0% | +5,907.7% | 0.002% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 8,593 | $389K | 0.0% | -7.0% | 0.013% | |
7/31/2025 | Sharper & Granite LLC | 4,900 | $225K | 0.1% | -33.8% | 0.007% | |
7/30/2025 | Steel Grove Capital Advisors LLC | 7,205 | $326K | 0.0% | +5.3% | 0.011% | |
7/30/2025 | D.A. Davidson & CO. | 135,379 | $6.13M | 0.0% | +1.8% | 0.201% | |
7/30/2025 | Advantage Trust Co | 600 | $27K | 0.0% | N/A | 0.001% | |
7/30/2025 | Drive Wealth Management LLC | 31,138 | $1.41M | 0.3% | -2.1% | 0.046% | |
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7/29/2025 | Stephens Inc. AR | 4,481 | $203K | 0.0% | N/A | 0.007% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 405,021 | $18.34M | 0.4% | +6.5% | 0.602% | |
7/29/2025 | Aspiriant LLC | 422,475 | $19.13M | 0.6% | -3.9% | 0.628% | |
7/29/2025 | Koshinski Asset Management Inc. | 45,010 | $2.04M | 0.2% | +3.4% | 0.067% | |
7/29/2025 | Stratos Wealth Partners LTD. | 8,865 | $402K | 0.0% | -7.0% | 0.013% | |
7/29/2025 | AssuredPartners Investment Advisors LLC | 148,010 | $6.70M | 1.6% | +18.8% | 0.220% | |
7/29/2025 | Stratos Wealth Advisors LLC | 16,464 | $746K | 0.0% | N/A | 0.024% | |
7/29/2025 | Private Trust Co. NA | 9,990 | $452K | 0.0% | +10.7% | 0.015% | |
7/29/2025 | Sincerus Advisory LLC | 27,022 | $1.25M | 1.2% | +4.3% | 0.040% | |
7/28/2025 | Harbour Investments Inc. | 2,513 | $114K | 0.0% | +11.8% | 0.004% | |