8/22/2025 | TT Capital Management LLC | 6,487 | $403K | 0.1% | N/A | 0.001% | |
8/21/2025 | Clarion Wealth Managment Partners LLC | 17,903 | $1.12M | 1.2% | N/A | 0.002% | |
8/20/2025 | North Dallas Bank & Trust Co. | 39,595 | $2.47M | 1.9% | N/A | 0.005% | |
8/20/2025 | Coppell Advisory Solutions LLC | 26,206 | $1.62M | 0.2% | +14.9% | 0.003% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 80,222 | $5.00M | 0.2% | N/A | 0.010% | |
8/19/2025 | Cape Investment Advisory Inc. | 2,922 | $182K | 0.1% | -9.1% | 0.000% | |
8/19/2025 | MRP Capital Investments LLC | 6,500 | $405K | 0.3% | N/A | 0.001% | |
8/19/2025 | Advisory Services Network LLC | 172,220 | $10.68M | 0.2% | -27.8% | 0.022% | |
8/19/2025 | Pitcairn Co. | 5,500 | $343K | 0.0% | -18.4% | 0.001% | |
8/18/2025 | Tactive Advisors LLC | 5,954 | $371K | 0.1% | N/A | 0.001% | |
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8/18/2025 | Geneos Wealth Management Inc. | 59,614 | $3.72M | 0.1% | -0.3% | 0.008% | |
8/18/2025 | Ashford Capital Management Inc. | 4,138 | $258K | 0.0% | -37.3% | 0.001% | |
8/16/2025 | Evergreen Capital Management LLC | 35,269 | $2.20M | 0.1% | -0.7% | 0.005% | |
8/15/2025 | High Falls Advisors Inc | 83,957 | $5.24M | 1.2% | -28.4% | 0.011% | |
8/15/2025 | Howland Capital Management LLC | 39,970 | $2.49M | 0.1% | +0.5% | 0.005% | |
8/15/2025 | Brooks Moore & Associates Inc. | 5,943 | $369K | 0.2% | N/A | 0.001% | |
8/15/2025 | SkyView Investment Advisors LLC | 482,099 | $29.72M | 4.3% | -5.7% | 0.063% | |
8/15/2025 | Resources Management Corp CT ADV | 1,319 | $82K | 0.0% | N/A | 0.000% | |
8/15/2025 | Rakuten Securities Inc. | 834 | $52K | 0.0% | -27.2% | 0.000% | |
8/15/2025 | Corient Private Wealth LLC | 602,279 | $37.56M | 0.0% | +75.6% | 0.079% | |
8/15/2025 | Equitable Holdings Inc. | 632,981 | $39.47M | 0.3% | +7.1% | 0.083% | |
8/15/2025 | Florida Financial Advisors LLC | 7,463 | $465K | 0.2% | +49.3% | 0.001% | |
8/15/2025 | E Fund Management Co. Ltd. | 382,228 | $23.84M | 1.1% | +494.3% | 0.050% | |
8/15/2025 | Captrust Financial Advisors | 2,413,902 | $150.53M | 0.3% | -0.9% | 0.315% | |
8/15/2025 | Blue Chip Partners LLC | 10,375 | $647K | 0.1% | +83.1% | 0.001% | |
8/15/2025 | Keel Point LLC | 10,285 | $641K | 0.0% | +19.1% | 0.001% | |
8/15/2025 | Alaethes Wealth LLC | 37,132 | $2.32M | 0.7% | N/A | 0.005% | |
8/15/2025 | Zuckerman Investment Group LLC | 3,457 | $216K | 0.0% | N/A | 0.000% | |
8/15/2025 | WFA of San Diego LLC | 3,575 | $223K | 0.2% | N/A | 0.000% | |
8/15/2025 | Lantern Wealth Advisors LLC | 6,534 | $407K | 0.2% | N/A | 0.001% | |
8/15/2025 | Vident Advisory LLC | 21,383 | $1.33M | 0.0% | -6.1% | 0.003% | |
8/15/2025 | Visionary Wealth Advisors | 5,958 | $372K | 0.0% | +6.1% | 0.001% | |
8/15/2025 | Two Sigma Securities LLC | 7,123 | $444K | 0.1% | N/A | 0.001% | |
8/15/2025 | Smartleaf Asset Management LLC | 2,841 | $175K | 0.0% | +179.9% | 0.000% | |
8/15/2025 | Snowden Capital Advisors LLC | 56,771 | $3.54M | 0.1% | -2.1% | 0.007% | |
8/15/2025 | Riggs Asset Managment Co. Inc. | 18,776 | $1.17M | 0.3% | +4.8% | 0.002% | |
8/15/2025 | Orion Porfolio Solutions LLC | 930,318 | $58.02M | 0.4% | +503.7% | 0.121% | |
8/15/2025 | MML Investors Services LLC | 1,553,050 | $96.85M | 0.3% | +0.6% | 0.203% | |
8/15/2025 | Monograph Wealth Advisors LLC | 6,057 | $378K | 0.0% | +15.8% | 0.001% | |
8/15/2025 | Modern Wealth Management LLC | 167,212 | $10.43M | 0.3% | -3.9% | 0.022% | |
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8/15/2025 | HRT Financial LP | 42,079 | $2.62M | 0.0% | +422.0% | 0.005% | |
8/15/2025 | IHT Wealth Management LLC | 67,710 | $4.22M | 0.1% | +46.0% | 0.009% | |
8/15/2025 | Great Valley Advisor Group Inc. | 80,273 | $5.01M | 0.1% | +21.1% | 0.010% | |
8/15/2025 | EP Wealth Advisors LLC | 27,963 | $1.74M | 0.0% | +4.5% | 0.004% | |
8/15/2025 | Envision Financial Planning LLC | 4,632 | $289K | 0.1% | -16.2% | 0.001% | |
8/15/2025 | Curi Capital LLC | 9,459 | $590K | 0.0% | N/A | 0.001% | |
8/15/2025 | Bcwm LLC | 297,907 | $18.58M | 5.9% | -0.5% | 0.039% | |
8/15/2025 | Bank of America Corp DE | 30,343,364 | $1.89B | 0.1% | -3.2% | 3.960% | |
8/15/2025 | Ameriprise Financial Inc. | 6,616,480 | $412.56M | 0.1% | +2.3% | 0.864% | |
8/14/2025 | Florida Financial Advisors LLC | 8,157 | $509K | 0.4% | +63.2% | 0.001% | |
8/14/2025 | White Knight Strategic Wealth Advisors LLC | 3,341 | $208K | 0.2% | N/A | 0.000% | |
8/14/2025 | Ausdal Financial Partners Inc. | 59,981 | $3.74M | 0.2% | -1.2% | 0.008% | |
8/14/2025 | Raymond James Financial Inc. | 5,347,213 | $333.45M | 0.1% | -0.5% | 0.698% | |
8/14/2025 | Betterment LLC | 9,726 | $607K | 0.0% | +4.7% | 0.001% | |
8/14/2025 | Quantinno Capital Management LP | 58,242 | $3.63M | 0.0% | +66.5% | 0.008% | |
8/14/2025 | Diversify Advisory Services LLC | 103,288 | $6.52M | 0.3% | +2.0% | 0.013% | |
8/14/2025 | Alliancebernstein L.P. | 7,032,527 | $438.55M | 0.1% | -9.2% | 0.918% | |
8/14/2025 | Kitching Partners LLC | 105,409 | $6.57M | 6.7% | +3.4% | 0.014% | |
8/14/2025 | Peapack Gladstone Financial Corp | 9,125 | $569K | 0.0% | -7.0% | 0.001% | |
8/14/2025 | Vivaldi Capital Management LP | 121,215 | $7.56M | 1.1% | -21.8% | 0.016% | |
8/14/2025 | HUB Investment Partners LLC | 6,621 | $413K | 0.0% | +7.5% | 0.001% | |
8/14/2025 | Ieq Capital LLC | 608,173 | $37.93M | 0.2% | -2.2% | 0.079% | |
8/14/2025 | Main Street Financial Solutions LLC | 36,817 | $2.30M | 0.2% | +6.3% | 0.005% | |
8/14/2025 | FWL Investment Management LLC | 25,216 | $1.57M | 0.5% | -1.6% | 0.003% | |
8/14/2025 | Glenview Trust co | 12,384 | $772K | 0.0% | +9.7% | 0.002% | |
8/14/2025 | Faithward Advisors LLC | 271,511 | $16.93M | 2.6% | -0.8% | 0.035% | |
8/14/2025 | NewEdge Advisors LLC | 800,008 | $49.89M | 0.3% | +2.0% | 0.104% | |
8/14/2025 | Sentinus LLC | 12,693 | $792K | 0.2% | -25.1% | 0.002% | |
8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 127,716 | $7.96M | 0.3% | +10.2% | 0.017% | |
8/14/2025 | SVB Wealth LLC | 7,902 | $493K | 0.0% | N/A | 0.001% | |
8/14/2025 | Transce3nd LLC | 3,649 | $228K | 0.1% | -8.5% | 0.000% | |
8/14/2025 | Bank of Nova Scotia | 11,904 | $742K | 0.0% | -21.1% | 0.002% | |
8/14/2025 | Baker Avenue Asset Management LP | 110,658 | $6.90M | 0.2% | +7.2% | 0.014% | |
8/14/2025 | Cary Street Partners Financial LLC | 18,722 | $1.17M | 0.0% | +294.5% | 0.002% | |
8/14/2025 | Cerity Partners LLC | 3,059,854 | $190.81M | 0.3% | -6.3% | 0.399% | |
8/13/2025 | Per Stirling Capital Management LLC. | 65,546 | $4.09M | 0.5% | N/A | 0.009% | |
8/13/2025 | Cary Street Partners Investment Advisory LLC | 1,876 | $117K | 0.1% | -31.0% | 0.000% | |
8/13/2025 | Quantum Portfolio Management LLC | 12,698 | $792K | 0.4% | +52.3% | 0.002% | |
8/13/2025 | Shepherd Financial Partners LLC | 164,794 | $10.28M | 1.1% | +17.7% | 0.022% | |
8/13/2025 | Avestar Capital LLC | 97,021 | $6.05M | 0.4% | +4.7% | 0.013% | |
8/13/2025 | Financial & Tax Architects LLC | 50,248 | $3.13M | 0.8% | -5.2% | 0.007% | |
8/13/2025 | StoneX Group Inc. | 8,906 | $555K | 0.0% | -24.6% | 0.001% | |
8/13/2025 | Seaview Investment Managers LLC | 5,160 | $322K | 0.1% | +5.2% | 0.001% | |
8/13/2025 | SageView Advisory Group LLC | 7,534 | $471K | 0.0% | -7.8% | 0.001% | |
8/13/2025 | Cresset Asset Management LLC | 1,521,190 | $94.86M | 0.4% | -0.3% | 0.199% | |
8/13/2025 | Gateway Wealth Partners LLC | 14,438 | $900K | 0.2% | -26.9% | 0.002% | |
8/13/2025 | Capital Advisors Wealth Management LLC | 27,697 | $1.73M | 0.3% | N/A | 0.004% | |
8/13/2025 | Brown Advisory Inc. | 197,060 | $12.29M | 0.0% | -3.4% | 0.026% | |
8/13/2025 | SCS Capital Management LLC | 8,514 | $531K | 0.0% | +10.9% | 0.001% | |
8/13/2025 | Great Diamond Partners LLC | 7,967 | $497K | 0.1% | -3.2% | 0.001% | |
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8/13/2025 | Baird Financial Group Inc. | 1,349,165 | $84.13M | 0.1% | -26.7% | 0.176% | |
8/13/2025 | First Trust Advisors LP | 27,808 | $1.73M | 0.0% | -9.7% | 0.004% | |
8/13/2025 | Crescent Grove Advisors LLC | 93,287 | $5.82M | 0.6% | +16.6% | 0.012% | |
8/13/2025 | Kilter Group LLC | 18,933 | $1.18M | 0.5% | -23.5% | 0.002% | |
8/13/2025 | EverSource Wealth Advisors LLC | 732,123 | $45.66M | 2.1% | +2.6% | 0.096% | |
8/13/2025 | Trek Financial LLC | 187,291 | $11.68M | 0.8% | +49.4% | 0.024% | |
8/13/2025 | 1832 Asset Management L.P. | 1,089,365 | $67.93M | 0.1% | +65.3% | 0.142% | |
8/13/2025 | Plan Group Financial LLC | 55,146 | $3.44M | 1.1% | +4.1% | 0.007% | |
8/13/2025 | CW Advisors LLC | 6,581 | $410K | 0.0% | -80.0% | 0.001% | |
8/13/2025 | JT Stratford LLC | 13,337 | $832K | 0.1% | +26.2% | 0.002% | |