8/22/2025 | TT Capital Management LLC | 32,364 | $878K | 0.3% | N/A | 0.011% | |
8/18/2025 | Geneos Wealth Management Inc. | 4,174 | $120K | 0.0% | +44.8% | 0.001% | |
8/18/2025 | Front Row Advisors LLC | 2,960 | $85K | 0.0% | -14.9% | 0.001% | |
8/15/2025 | Tower Research Capital LLC TRC | 59,577 | $1.71M | 0.0% | +18.1% | 0.021% | |
8/15/2025 | Asset Allocation Strategies LLC | 71,935 | $2.06M | 0.4% | +12.8% | 0.025% | |
8/15/2025 | Corient Private Wealth LLC | 88,146 | $2.53M | 0.0% | +94.9% | 0.031% | |
8/15/2025 | Captrust Financial Advisors | 99,492 | $2.85M | 0.0% | +1.3% | 0.035% | |
8/15/2025 | Two Sigma Securities LLC | 17,676 | $506K | 0.1% | N/A | 0.006% | |
8/15/2025 | Orion Porfolio Solutions LLC | 32,037 | $918K | 0.0% | -55.0% | 0.011% | |
8/15/2025 | MML Investors Services LLC | 54,761 | $1.57M | 0.0% | -20.4% | 0.019% | |
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8/15/2025 | Great Valley Advisor Group Inc. | 352,319 | $10.09M | 0.2% | -29.4% | 0.123% | |
8/15/2025 | EP Wealth Advisors LLC | 36,772 | $1.05M | 0.0% | -5.4% | 0.013% | |
8/15/2025 | Curi Capital LLC | 13,399 | $384K | 0.0% | N/A | 0.005% | |
8/15/2025 | Bank of America Corp DE | 786,190 | $22.52M | 0.0% | -0.7% | 0.274% | |
8/15/2025 | Ameriprise Financial Inc. | 1,172,144 | $33.73M | 0.0% | +0.1% | 0.408% | |
8/14/2025 | Jane Street Group LLC | 21,418 | $614K | 0.0% | N/A | 0.007% | |
8/14/2025 | Raymond James Financial Inc. | 120,064 | $3.44M | 0.0% | +2.4% | 0.042% | |
8/14/2025 | Quantinno Capital Management LP | 25,792 | $739K | 0.0% | +142.2% | 0.009% | |
8/14/2025 | HUB Investment Partners LLC | 20,263 | $581K | 0.0% | +104.4% | 0.007% | |
8/14/2025 | Main Street Financial Solutions LLC | 52,094 | $1.49M | 0.1% | -48.3% | 0.018% | |
8/14/2025 | NewEdge Advisors LLC | 5,556 | $159K | 0.0% | +26.2% | 0.002% | |
8/14/2025 | Cerity Partners LLC | 869,828 | $24.92M | 0.0% | -3.5% | 0.302% | |
8/13/2025 | Seven Springs Wealth Group LLC | 423,608 | $12.14M | 3.0% | +11.5% | 0.147% | |
8/13/2025 | Flow Traders U.S. LLC | 127,009 | $3.64M | 0.1% | N/A | 0.044% | |
8/13/2025 | SageView Advisory Group LLC | 45,369 | $1.36M | 0.1% | -2.0% | 0.016% | |
8/13/2025 | Baird Financial Group Inc. | 14,407 | $413K | 0.0% | -66.1% | 0.005% | |
8/13/2025 | EverSource Wealth Advisors LLC | 11,058 | $317K | 0.0% | N/A | 0.004% | |
8/13/2025 | CW Advisors LLC | 37,345 | $1.07M | 0.0% | -2.9% | 0.013% | |
8/13/2025 | Beacon Pointe Advisors LLC | 25,633 | $734K | 0.0% | -6.4% | 0.009% | |
8/13/2025 | Fisher Asset Management LLC | 8,254 | $236K | 0.0% | -19.9% | 0.003% | |
8/13/2025 | Lido Advisors LLC | 62,796 | $1.80M | 0.0% | +12.3% | 0.022% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 462,818 | $13.26M | 0.0% | +9.4% | 0.160% | |
8/12/2025 | J.W. Cole Advisors Inc. | 9,662 | $277K | 0.0% | -16.7% | 0.003% | |
8/12/2025 | Global Retirement Partners LLC | 7,643 | $219K | 0.0% | N/A | 0.003% | |
8/12/2025 | Charles Schwab Investment Management Inc. | 180,780,879 | $5.18B | 0.9% | -9.7% | 62.684% | |
8/12/2025 | Cozad Asset Management Inc. | 12,421 | $356K | 0.0% | +24.7% | 0.004% | |
8/12/2025 | AlphaCore Capital LLC | 897,565 | $25.72M | 1.0% | +25,486.2% | 0.311% | |
8/12/2025 | MAI Capital Management | 321,995 | $9.23M | 0.1% | -4.5% | 0.112% | |
8/12/2025 | JPMorgan Chase & Co. | 146,341 | $4.19M | 0.0% | +26.1% | 0.051% | |
8/12/2025 | Howe & Rusling Inc. | 12,148 | $348K | 0.0% | +80.9% | 0.004% | |
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8/12/2025 | NFP Retirement Inc. | 290,508 | $8.32M | 0.5% | -0.9% | 0.101% | |
8/11/2025 | Traub Capital Management LLC | 101,698 | $2.91M | 2.7% | N/A | 0.035% | |
8/11/2025 | HHM Wealth Advisors LLC | 89,850 | $2.57M | 0.3% | +0.6% | 0.031% | |
8/11/2025 | Pin Oak Investment Advisors Inc. | 1,596 | $43K | 0.0% | N/A | 0.001% | |
8/11/2025 | Pinnacle Wealth Planning Services Inc. | 34,534 | $989K | 0.1% | N/A | 0.012% | |
8/11/2025 | Bell Investment Advisors Inc | 667,044 | $19.11M | 3.3% | -8.0% | 0.231% | |
8/8/2025 | Avantax Advisory Services Inc. | 73,130 | $2.10M | 0.0% | +25.5% | 0.025% | |
8/8/2025 | Cetera Investment Advisers | 111,896 | $3.21M | 0.0% | +3.7% | 0.039% | |
8/8/2025 | Thoroughbred Financial Services LLC | 26,902 | $770K | 0.1% | -5.6% | 0.009% | |
8/8/2025 | Empower Advisory Group LLC | 11,047 | $316K | 0.0% | N/A | 0.004% | |
8/8/2025 | Foundations Investment Advisors LLC | 127,621 | $3.66M | 0.1% | +14.6% | 0.044% | |
8/8/2025 | Your Advocates Ltd. LLP | 202,920 | $5.81M | 2.1% | +4.1% | 0.070% | |
8/8/2025 | Kaizen Financial Strategies | 54,470 | $1.56M | 0.8% | -1.2% | 0.019% | |
8/8/2025 | Austin Wealth Management LLC | 61,177 | $1.79M | 0.3% | -54.4% | 0.021% | |
8/8/2025 | Bailard Inc. | 16,312 | $467K | 0.0% | -12.8% | 0.006% | |
8/8/2025 | Accredited Investors Inc. | 800,006 | $22.92M | 1.4% | -5.5% | 0.277% | |
8/8/2025 | PNC Financial Services Group Inc. | 6,117 | $175K | 0.0% | -12.1% | 0.002% | |
8/8/2025 | Ironwood Investment Counsel LLC | 1,179,447 | $33.79M | 5.0% | -5.3% | 0.409% | |
8/7/2025 | Wealth Forward LLC | 615,203 | $17.63M | 11.8% | -0.9% | 0.213% | |
8/7/2025 | Cahill Financial Advisors Inc. | 40,621 | $1.16M | 0.1% | +2.7% | 0.014% | |
8/7/2025 | Allworth Financial LP | 5,777 | $166K | 0.0% | -24.8% | 0.002% | |
8/7/2025 | Midwest Trust Co | 8,328 | $239K | 0.0% | N/A | 0.003% | |
8/7/2025 | Brio Consultants LLC | 40,060 | $1.15M | 0.2% | N/A | 0.014% | |
8/6/2025 | AE Wealth Management LLC | 3,542 | $101K | 0.0% | -17.0% | 0.001% | |
8/6/2025 | KCM Investment Advisors LLC | 10,661 | $305K | 0.0% | N/A | 0.004% | |
8/6/2025 | Reston Wealth Management LLC | 170,841 | $4.90M | 1.7% | +20.0% | 0.059% | |
8/6/2025 | Savant Capital LLC | 201,860 | $5.78M | 0.0% | -4.5% | 0.070% | |
8/6/2025 | OneAscent Wealth Management LLC | 9,554 | $274K | 0.1% | -20.1% | 0.003% | |
8/6/2025 | Horizon Investment Services LLC | 7,674 | $220K | 0.1% | -31.9% | 0.003% | |
8/6/2025 | HORAN Wealth LLC | 266,374 | $7.63M | 2.3% | N/A | 0.092% | |
8/6/2025 | Horan Securities Inc. | 17,257 | $494K | 0.2% | +2.8% | 0.006% | |
8/6/2025 | Ethos Financial Group LLC | 58,061 | $1.66M | 0.1% | +5.4% | 0.020% | |
8/6/2025 | Atlantic Union Bankshares Corp | 1,216 | $35K | 0.0% | N/A | 0.000% | |
8/6/2025 | Entrewealth LLC | 11,816 | $339K | 0.2% | -45.3% | 0.004% | |
8/6/2025 | New Millennium Group LLC | 119,566 | $3.43M | 1.9% | +3.6% | 0.041% | |
8/5/2025 | Freestone Capital Holdings LLC | 9,392 | $269K | 0.0% | -29.8% | 0.003% | |
8/5/2025 | Bank of Montreal Can | 20,598 | $590K | 0.0% | +9.9% | 0.007% | |
8/5/2025 | Mission Wealth Management LP | 7,353 | $211K | 0.0% | N/A | 0.003% | |
8/5/2025 | Sebold Capital Management Inc. | 162,144 | $4.65M | 2.9% | +2.6% | 0.056% | |
8/4/2025 | Integrity Alliance LLC. | 121,643 | $3.49M | 0.2% | +2.5% | 0.042% | |
8/4/2025 | Savvy Advisors Inc. | 15,860 | $454K | 0.0% | +36.5% | 0.005% | |
8/4/2025 | Assetmark Inc. | 2,078 | $60K | 0.0% | +82.3% | 0.001% | |
8/4/2025 | Waterfront Wealth Inc. | 78,344 | $2.25M | 0.5% | +27.4% | 0.027% | |
8/1/2025 | Cedar Point Capital Partners LLC | 43,630 | $1.25M | 0.9% | +6.4% | 0.015% | |
8/1/2025 | Austin Private Wealth LLC | 23,333 | $668K | 0.1% | -7.6% | 0.008% | |
8/1/2025 | Clark Asset Management LLC | 12,589 | $361K | 0.0% | N/A | 0.004% | |
8/1/2025 | SYM FINANCIAL Corp | 1,268 | $36K | 0.0% | N/A | 0.000% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 20,141 | $577K | 0.0% | N/A | 0.007% | |
8/1/2025 | Pasadena Private Wealth LLC | 276,090 | $7.91M | 1.4% | -46.3% | 0.096% | |
8/1/2025 | Envestnet Asset Management Inc. | 56,447 | $1.62M | 0.0% | +5.3% | 0.020% | |
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7/31/2025 | Wealthfront Advisers LLC | 25,121 | $720K | 0.0% | -28.1% | 0.009% | |
7/31/2025 | Resonant Capital Advisors LLC | 890,652 | $25.52M | 1.6% | +1.3% | 0.310% | |
7/31/2025 | Cabot Wealth Management Inc. | 152,165 | $4.36M | 0.5% | +4.0% | 0.053% | |
7/31/2025 | Brighton Jones LLC | 13,754 | $394K | 0.0% | +7.6% | 0.005% | |
7/31/2025 | Leavell Investment Management Inc. | 32,602 | $934K | 0.0% | -9.7% | 0.011% | |
7/31/2025 | Guardian Financial Partners LLC | 36,861 | $1.06M | 0.5% | +16.0% | 0.013% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 207,166 | $5.94M | 0.1% | +3.7% | 0.072% | |
7/31/2025 | DDD Partners LLC | 40,294 | $1.15M | 0.1% | +1.9% | 0.014% | |
7/31/2025 | Opes Wealth Management LLC | 292,414 | $8.38M | 1.5% | +9.2% | 0.102% | |
7/30/2025 | Exencial Wealth Advisors LLC | 207,606 | $5.95M | 0.2% | -1.2% | 0.072% | |