8/25/2025 | Silverlake Wealth Management LLC | 12,417 | $383K | 0.1% | +6.0% | 0.014% | |
8/20/2025 | Coppell Advisory Solutions LLC | 262,012 | $8.07M | 1.0% | +18.5% | 0.290% | |
8/18/2025 | Tactive Advisors LLC | 13,011 | $401K | 0.1% | N/A | 0.014% | |
8/15/2025 | Tower Research Capital LLC TRC | 104,721 | $3.23M | 0.1% | +654,406.3% | 0.116% | |
8/15/2025 | Corient Private Wealth LLC | 55,004 | $1.70M | 0.0% | +128.5% | 0.061% | |
8/15/2025 | Prevail Innovative Wealth Advisors LLC | 34,153 | $1.05M | 0.2% | +17.3% | 0.038% | |
8/15/2025 | Two Sigma Securities LLC | 42,479 | $1.31M | 0.2% | N/A | 0.047% | |
8/15/2025 | MML Investors Services LLC | 186,404 | $5.75M | 0.0% | -15.0% | 0.206% | |
8/15/2025 | IHT Wealth Management LLC | 656,186 | $20.23M | 0.6% | -44.9% | 0.725% | |
8/15/2025 | BNP Paribas Financial Markets | 27,048 | $834K | 0.0% | -71.1% | 0.030% | |
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8/15/2025 | Bank of America Corp DE | 1,935,009 | $59.66M | 0.0% | +10.4% | 2.138% | |
8/15/2025 | Ameriprise Financial Inc. | 3,938,481 | $121.40M | 0.0% | -1.6% | 4.352% | |
8/14/2025 | Gould Capital LLC | 93,976 | $2.90M | 1.9% | -5.0% | 0.104% | |
8/14/2025 | Jane Street Group LLC | 346,368 | $10.68M | 0.0% | N/A | 0.383% | |
8/14/2025 | Vista Investment Management | 14,425 | $445K | 0.2% | +14.7% | 0.016% | |
8/14/2025 | Raymond James Financial Inc. | 633,387 | $19.53M | 0.0% | +11.4% | 0.700% | |
8/13/2025 | StoneX Group Inc. | 16,768 | $517K | 0.0% | +143.8% | 0.019% | |
8/13/2025 | SageView Advisory Group LLC | 25,839 | $797K | 0.0% | -15.4% | 0.029% | |
8/13/2025 | Baird Financial Group Inc. | 183,552 | $5.66M | 0.0% | -5.7% | 0.203% | |
8/13/2025 | Guggenheim Capital LLC | 72,062 | $2.22M | 0.0% | +6.8% | 0.080% | |
8/13/2025 | M&T Bank Corp | 7,796 | $240K | 0.0% | N/A | 0.009% | |
8/13/2025 | Scotia Capital Inc. | 30,003 | $925K | 0.0% | -26.4% | 0.033% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 230,572 | $7.11M | 0.0% | +108.3% | 0.255% | |
8/13/2025 | Crabel Capital Management LLC | 27,199 | $839K | 0.5% | +32.2% | 0.030% | |
8/12/2025 | J.W. Cole Advisors Inc. | 38,033 | $1.17M | 0.0% | N/A | 0.042% | |
8/12/2025 | Financial Advocates Investment Management | 29,479 | $909K | 0.1% | +7.7% | 0.033% | |
8/12/2025 | Laurel Wealth Advisors LLC | 100,061 | $3.25M | 0.0% | +2,982.6% | 0.111% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 225,635 | $6.96M | 0.1% | +0.7% | 0.249% | |
8/12/2025 | Global Retirement Partners LLC | 11,029 | $340K | 0.0% | N/A | 0.012% | |
8/12/2025 | Kohmann Bosshard Financial Services LLC | 8,608 | $265K | 0.0% | -13.3% | 0.010% | |
8/12/2025 | JPMorgan Chase & Co. | 227,384 | $7.01M | 0.0% | +31.3% | 0.251% | |
8/11/2025 | Outlook Wealth Advisors LLC | 269,248 | $8.30M | 2.1% | +1.6% | 0.299% | |
8/11/2025 | VSM Wealth Advisory LLC | 8,055 | $248K | 0.1% | N/A | 0.009% | |
8/11/2025 | Traub Capital Management LLC | 6,739 | $208K | 0.2% | N/A | 0.007% | |
8/11/2025 | WBI Investments LLC | 40,900 | $1.26M | 0.3% | +121.2% | 0.045% | |
8/11/2025 | Sykon Capital LLC | 12,600 | $388K | 0.1% | -95.9% | 0.014% | |
8/11/2025 | Cannon Advisors Inc. | 258,548 | $7.97M | 6.4% | +1.8% | 0.287% | |
8/8/2025 | Rockefeller Capital Management L.P. | 26,893 | $829K | 0.0% | -18.3% | 0.030% | |
8/8/2025 | Cetera Investment Advisers | 262,312 | $8.09M | 0.0% | +3.3% | 0.291% | |
8/8/2025 | New England Capital Financial Advisors LLC | 110,589 | $3.41M | 1.6% | +7.7% | 0.123% | |
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8/8/2025 | Creative Planning | 110,786 | $3.42M | 0.0% | -6.7% | 0.123% | |
8/8/2025 | Foundations Investment Advisors LLC | 46,999 | $1.45M | 0.0% | +62.7% | 0.052% | |
8/8/2025 | Better Money Decisions LLC | 207,496 | $6.40M | 3.9% | +8.5% | 0.230% | |
8/7/2025 | CENTRAL TRUST Co | 100,914 | $3.11M | 0.1% | -3.8% | 0.112% | |
8/7/2025 | Montag A & Associates Inc. | 816 | $25K | 0.0% | -88.0% | 0.001% | |
8/7/2025 | Allworth Financial LP | 244,560 | $7.54M | 0.0% | -23.6% | 0.271% | |
8/7/2025 | PFG Advisors | 74,876 | $2.31M | 0.1% | -8.1% | 0.083% | |
8/7/2025 | WESCAP Management Group Inc. | 613,235 | $18.91M | 4.3% | +4.7% | 0.681% | |
8/6/2025 | Rialto Wealth Management LLC | 2,611 | $80K | 0.0% | -11.6% | 0.003% | |
8/6/2025 | Aspetuck Financial Management LLC | 324,617 | $10.01M | 7.5% | -0.2% | 0.360% | |
8/6/2025 | Golden State Wealth Management LLC | 3,346 | $103K | 0.0% | -11.5% | 0.004% | |
8/6/2025 | Ethos Financial Group LLC | 52,452 | $1.62M | 0.1% | +17.6% | 0.058% | |
8/5/2025 | RiverGlades Family Offices LLC | 196,102 | $6.05M | 4.0% | +8.2% | 0.218% | |
8/5/2025 | Milestone Asset Management LLC | 1,057,565 | $32.61M | 6.9% | +25.9% | 1.174% | |
8/5/2025 | Optivise Advisory Services LLC | 6,960 | $215K | 0.1% | N/A | 0.008% | |
8/5/2025 | Sigma Planning Corp | 59,334 | $1.83M | 0.1% | +27.1% | 0.066% | |
8/5/2025 | TIAA Trust National Association | 718,081 | $22.14M | 0.1% | -37.0% | 0.797% | |
8/5/2025 | Strategic Financial Concepts LLC | 6,687 | $206K | 0.0% | N/A | 0.007% | |
8/4/2025 | Integrity Alliance LLC. | 258,774 | $7.98M | 0.4% | -36.7% | 0.287% | |
8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 26,830 | $827K | 0.1% | -6.7% | 0.030% | |
8/4/2025 | IFG Advisory LLC | 12,375 | $382K | 0.0% | -6.5% | 0.014% | |
8/4/2025 | Terril Brothers Inc. | 126,145 | $3.89M | 1.5% | -0.4% | 0.140% | |
8/4/2025 | Keybank National Association OH | 1,047,458 | $32.29M | 0.1% | -2.9% | 1.163% | |
8/4/2025 | Flagship Harbor Advisors LLC | 51,641 | $1.59M | 0.1% | -61.5% | 0.057% | |
8/1/2025 | Providence First Trust Co | 496,907 | $15.32M | 5.4% | -1.2% | 0.552% | |
8/1/2025 | New York Life Investment Management LLC | 1,286,378 | $39.66M | 0.4% | -19.1% | 1.428% | |
8/1/2025 | Advisory Alpha LLC | 712,649 | $21.97M | 0.7% | -2.8% | 0.791% | |
8/1/2025 | Facet Wealth Inc. | 1,025,445 | $31.63M | 0.7% | +4.7% | 1.138% | |
8/1/2025 | Liberty Wealth Management LLC | 9,324 | $287K | 0.0% | -47.3% | 0.010% | |
8/1/2025 | GoalVest Advisory LLC | 5,288 | $163K | 0.0% | N/A | 0.006% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,114,538 | $34.36M | 0.0% | +12.8% | 1.237% | |
7/31/2025 | Wealthfront Advisers LLC | 3,355,648 | $103.46M | 0.3% | -40.9% | 3.724% | |
7/31/2025 | CVA Family Office LLC | 39,802 | $1.23M | 0.2% | -4.2% | 0.044% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 35,613 | $1.10M | 0.0% | -1.5% | 0.040% | |
7/31/2025 | Hobart Private Capital LLC | 140,156 | $4.32M | 1.0% | -8.7% | 0.156% | |
7/31/2025 | Cornerstone Management Inc. | 685,827 | $21.14M | 3.7% | -11.1% | 0.761% | |
7/30/2025 | Beech Hill Advisors Inc. | 8,409 | $259K | 0.1% | -10.1% | 0.009% | |
7/29/2025 | International Assets Investment Management LLC | 48,402 | $1.49M | 0.1% | -28.0% | 0.054% | |
7/29/2025 | Koshinski Asset Management Inc. | 8,143 | $251K | 0.0% | +22.0% | 0.009% | |
7/29/2025 | Tradewinds Capital Management LLC | 49,938 | $1.54M | 0.4% | -7.9% | 0.055% | |
7/29/2025 | Curbstone Financial Management Corp | 1,118,146 | $34.47M | 7.1% | -0.6% | 1.241% | |
7/29/2025 | Private Trust Co. NA | 6,153 | $190K | 0.0% | -45.4% | 0.007% | |
7/29/2025 | Stratos Investment Management LLC | 866,921 | $26.73M | 1.2% | +3.2% | 0.962% | |
7/29/2025 | Portland Financial Advisors Inc | 40,431 | $1.25M | 3.0% | +3.1% | 0.045% | |
7/29/2025 | Harbor Asset Planning Inc. | 2,017 | $62K | 0.1% | N/A | 0.002% | |
7/28/2025 | WJ Wealth Management LLC | 43,580 | $1.34M | 0.4% | -0.9% | 0.048% | |
7/28/2025 | Lunt Capital Management Inc. | 11,799 | $364K | 0.1% | +5.1% | 0.013% | |
7/28/2025 | Harbour Investments Inc. | 5,715 | $176K | 0.0% | -79.9% | 0.006% | |
7/28/2025 | Aries Wealth Management | 110,993 | $3.42M | 0.9% | +3.2% | 0.123% | |
7/28/2025 | Courier Capital LLC | 222,101 | $6.85M | 0.4% | -0.8% | 0.247% | |
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7/28/2025 | Equitable Trust Co. | 9,021 | $278K | 0.0% | -50.1% | 0.010% | |
7/28/2025 | RFG Advisory LLC | 389,065 | $12.00M | 0.3% | +24.0% | 0.432% | |
7/25/2025 | Atria Wealth Solutions Inc. | 110,567 | $3.41M | 0.1% | +2.5% | 0.123% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 9,198 | $284K | 0.0% | -8.8% | 0.010% | |
7/25/2025 | CWM LLC | 248,860 | $7.67M | 0.0% | +3.9% | 0.276% | |
7/24/2025 | Comprehensive Money Management Services LLC | 15,810 | $487K | 0.4% | -3.9% | 0.018% | |
7/24/2025 | IFP Advisors Inc | 5,200 | $160K | 0.0% | +122.5% | 0.006% | |
7/23/2025 | Valmark Advisers Inc. | 906,757 | $27.96M | 0.4% | +2.7% | 1.008% | |
7/23/2025 | Opulen Financial Group LLC | 10,588 | $326K | 0.3% | -8.0% | 0.012% | |
7/23/2025 | NBT Bank N A NY | 3,120 | $96K | 0.0% | -40.8% | 0.003% | |