8/19/2025 | B. Riley Wealth Advisors Inc. | 5,006 | $226K | 0.0% | N/A | 0.020% | |
8/18/2025 | Geneos Wealth Management Inc. | 1,575 | $71K | 0.0% | +173.9% | 0.006% | |
8/16/2025 | Headlands Technologies LLC | 1,084 | $49K | 0.0% | N/A | 0.004% | |
8/15/2025 | Corient Private Wealth LLC | 68,249 | $3.09M | 0.0% | +242.3% | 0.268% | |
8/15/2025 | Captrust Financial Advisors | 33,408 | $1.51M | 0.0% | -5.8% | 0.131% | |
8/15/2025 | MML Investors Services LLC | 260,536 | $11.78M | 0.0% | +6.0% | 1.024% | |
8/15/2025 | EP Wealth Advisors LLC | 4,045 | $183K | 0.0% | +20.2% | 0.016% | |
8/15/2025 | Curi Capital LLC | 8,146 | $368K | 0.0% | N/A | 0.032% | |
8/15/2025 | BNP Paribas Financial Markets | 217,548 | $9.84M | 0.0% | +936.5% | 0.855% | |
8/15/2025 | Bank of America Corp DE | 1,166,212 | $52.74M | 0.0% | -3.4% | 4.582% | |
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8/15/2025 | Ameriprise Financial Inc. | 375,248 | $16.97M | 0.0% | -5.7% | 1.474% | |
8/14/2025 | Raymond James Financial Inc. | 189,272 | $8.56M | 0.0% | -6.3% | 0.744% | |
8/14/2025 | Quantinno Capital Management LP | 35,103 | $1.59M | 0.0% | +15.1% | 0.138% | |
8/14/2025 | Vivaldi Capital Management LP | 8,759 | $396K | 0.1% | N/A | 0.034% | |
8/14/2025 | NewEdge Advisors LLC | 40,072 | $1.81M | 0.0% | -22.0% | 0.157% | |
8/14/2025 | Qube Research & Technologies Ltd | 4,510 | $204K | 0.0% | N/A | 0.018% | |
8/13/2025 | PGIM Custom Harvest LLC | 1,454,612 | $65.78M | 1.4% | -2.2% | 5.716% | |
8/13/2025 | StoneX Group Inc. | 6,356 | $287K | 0.0% | N/A | 0.025% | |
8/13/2025 | Cresset Asset Management LLC | 6,218 | $281K | 0.0% | N/A | 0.024% | |
8/13/2025 | Baird Financial Group Inc. | 31,228 | $1.41M | 0.0% | -5.4% | 0.123% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 1,000 | $45K | 0.0% | N/A | 0.004% | |
8/13/2025 | Greenwich Wealth Management LLC | 4,662 | $211K | 0.0% | -13.1% | 0.018% | |
8/13/2025 | Bernardo Wealth Planning LLC | 7,451 | $337K | 0.1% | -4.1% | 0.029% | |
8/13/2025 | Quadrature Capital Ltd | 25,562 | $1.16M | 0.0% | -34.7% | 0.100% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 44,381 | $2.01M | 0.0% | +7.3% | 0.174% | |
8/13/2025 | Sumitomo Mitsui Financial Group Inc. | 82,709 | $3.74M | 0.1% | +1.8% | 0.325% | |
8/12/2025 | J.W. Cole Advisors Inc. | 53,984 | $2.44M | 0.1% | +249.8% | 0.212% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 39,977 | $1.81M | 0.0% | -18.8% | 0.157% | |
8/12/2025 | Waterloo Capital L.P. | 36,832 | $1.67M | 0.1% | +0.6% | 0.145% | |
8/12/2025 | AlphaCore Capital LLC | 3,635 | $164K | 0.0% | +1,303.5% | 0.014% | |
8/12/2025 | Journey Strategic Wealth LLC | 22,817 | $1.03M | 0.0% | +43.7% | 0.090% | |
8/12/2025 | JPMorgan Chase & Co. | 242,090 | $10.95M | 0.0% | +19.2% | 0.951% | |
8/8/2025 | Rockefeller Capital Management L.P. | 19,720 | $892K | 0.0% | -31.2% | 0.077% | |
8/8/2025 | Cetera Investment Advisers | 135,404 | $6.12M | 0.0% | -27.0% | 0.531% | |
8/8/2025 | Creative Planning | 27,981 | $1.27M | 0.0% | +2.3% | 0.110% | |
8/8/2025 | Meridian Wealth Management LLC | 7,536 | $341K | 0.0% | -9.4% | 0.030% | |
8/8/2025 | PNC Financial Services Group Inc. | 3,938 | $178K | 0.0% | -58.6% | 0.015% | |
8/6/2025 | Prospera Financial Services Inc | 59,987 | $2.71M | 0.1% | +2.8% | 0.235% | |
8/6/2025 | AE Wealth Management LLC | 4,042 | $183K | 0.0% | -8.0% | 0.016% | |
8/6/2025 | Golden State Wealth Management LLC | 2,021 | $91K | 0.0% | -24.1% | 0.008% | |
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8/6/2025 | Ethos Financial Group LLC | 20,750 | $938K | 0.1% | -12.2% | 0.081% | |
8/5/2025 | Crestwood Advisors Group LLC | 178,601 | $8.08M | 0.1% | -19.0% | 0.700% | |
8/5/2025 | Cassaday & Co Wealth Management LLC | 5,888 | $266K | 0.0% | -6.5% | 0.023% | |
8/5/2025 | Huntington National Bank | 29,426 | $1.33M | 0.0% | -7.3% | 0.115% | |
8/5/2025 | Bank of Montreal Can | 8,486 | $384K | 0.0% | +131.5% | 0.033% | |
8/4/2025 | AMG National Trust Bank | 109,287 | $4.94M | 0.1% | -8.3% | 0.429% | |
8/4/2025 | Atria Investments Inc | 12,500 | $565K | 0.0% | +10.3% | 0.049% | |
8/4/2025 | Arkadios Wealth Advisors | 12,658 | $572K | 0.0% | +8.6% | 0.050% | |
8/4/2025 | Mayflower Financial Advisors LLC | 6,494 | $294K | 0.0% | -9.1% | 0.025% | |
8/1/2025 | Liberty Wealth Management LLC | 13,028 | $589K | 0.1% | N/A | 0.051% | |
8/1/2025 | Banco Santander S.A. | 194,521 | $8.80M | 0.1% | N/A | 0.763% | |
8/1/2025 | Envestnet Asset Management Inc. | 47,192 | $2.13M | 0.0% | -13.8% | 0.185% | |
7/31/2025 | Forte Asset Management LLC | 62,485 | $2.83M | 1.4% | N/A | 0.245% | |
7/30/2025 | Retirement Planning Group LLC | 7,429 | $336K | 0.0% | -14.7% | 0.029% | |
7/30/2025 | D.A. Davidson & CO. | 5,785 | $262K | 0.0% | N/A | 0.023% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 45,547 | $2.06M | 0.1% | -17.9% | 0.179% | |
7/29/2025 | Chicago Partners Investment Group LLC | 6,538 | $301K | 0.0% | -3.8% | 0.026% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 13,449 | $608K | 0.0% | +16.8% | 0.053% | |
7/29/2025 | ShoreHaven Wealth Partners LLC | 4,934 | $223K | 0.1% | -22.7% | 0.019% | |
7/29/2025 | Empirical Asset Management LLC | 10,070 | $455K | 0.1% | -3.5% | 0.039% | |
7/28/2025 | Rosenberg Matthew Hamilton | 5,727 | $259K | 0.1% | -15.4% | 0.022% | |
7/28/2025 | Interchange Capital Partners LLC | 1,826 | $83K | 0.1% | -63.1% | 0.007% | |
7/28/2025 | Mutual Advisors LLC | 23,597 | $1.09M | 0.0% | +4.7% | 0.093% | |
7/25/2025 | SPC Financial Inc. | 6,323 | $286K | 0.0% | -28.2% | 0.025% | |
7/25/2025 | CWM LLC | 19,143 | $866K | 0.0% | -10.6% | 0.075% | |
7/25/2025 | Concurrent Investment Advisors LLC | 5,280 | $239K | 0.0% | +19.3% | 0.021% | |
7/25/2025 | Apollon Wealth Management LLC | 6,690 | $303K | 0.0% | -9.7% | 0.026% | |
7/24/2025 | Blue Trust Inc. | 13,964 | $631K | 0.0% | +1.9% | 0.055% | |
7/24/2025 | Wealthstar Advisors LLC | 44,819 | $2.03M | 0.8% | +7.0% | 0.176% | |
7/24/2025 | Blair William & Co. IL | 3,581 | $162K | 0.0% | -23.4% | 0.014% | |
7/23/2025 | Valmark Advisers Inc. | 5,041 | $228K | 0.0% | +7.3% | 0.020% | |
7/23/2025 | Lakeshore Capital Group Inc. | 6,959 | $315K | 0.3% | +18.9% | 0.027% | |
7/23/2025 | Foundation Wealth Management LLC | 29,433 | $1.33M | 0.9% | +19.4% | 0.115% | |
7/22/2025 | DAVENPORT & Co LLC | 11,355 | $513K | 0.0% | -2.1% | 0.044% | |
7/22/2025 | Grimes & Company Inc. | 9,889 | $447K | 0.0% | -50.8% | 0.039% | |
7/21/2025 | Ameritas Advisory Services LLC | 4,286 | $194K | 0.0% | -63.2% | 0.017% | |
7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 11,020 | $498K | 0.0% | N/A | 0.043% | |
7/18/2025 | Truist Financial Corp | 11,450 | $518K | 0.0% | -55.6% | 0.045% | |
7/17/2025 | Capital Investment Advisors LLC | 7,363 | $333K | 0.0% | -3.8% | 0.029% | |
7/17/2025 | Janney Montgomery Scott LLC | 53,781 | $2.43M | 0.0% | +12.5% | 0.210% | |
7/17/2025 | SC&H Financial Advisors Inc. | 5,335 | $241K | 0.0% | -5.6% | 0.021% | |
7/15/2025 | Financial Partners Group Inc | 10,236 | $463K | 0.1% | -7.5% | 0.040% | |
7/11/2025 | Wealth Management Partners LLC | 20,741 | $952K | 0.3% | -17.0% | 0.081% | |
7/11/2025 | Farther Finance Advisors LLC | 5,294 | $239K | 0.0% | +110.0% | 0.021% | |
7/10/2025 | Rockland Trust Co. | 24,009 | $1.09M | 0.1% | -1.7% | 0.094% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 23,906 | $1.11M | 0.0% | +5.5% | 0.093% | |
7/10/2025 | Capital Advisory Group Advisory Services LLC | 24,640 | $1.11M | 0.4% | -48.7% | 0.096% | |
7/9/2025 | Summit Financial Consulting LLC | 129,917 | $5.88M | 5.3% | +15.3% | 0.506% | |
7/7/2025 | First Citizens Financial Corp | 37,204 | $1.68M | 0.9% | -19.2% | 0.145% | |
7/2/2025 | Dentgroup LLC | 32,910 | $1.49M | 1.0% | -5.6% | 0.128% | |
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5/20/2025 | Glenview Trust co | 5,099 | $251K | 0.0% | -87.9% | 0.020% | |
5/19/2025 | Jane Street Group LLC | 38,100 | $1.88M | 0.0% | +49.4% | 0.147% | |
5/16/2025 | Ascent Group LLC | 7,085 | $349K | 0.0% | N/A | 0.027% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 11,512 | $568K | 0.0% | N/A | 0.044% | |
5/16/2025 | Jones Financial Companies Lllp | 69,518 | $3.43M | 0.0% | +64.7% | 0.267% | |
5/16/2025 | NewEdge Advisors LLC | 51,361 | $2.53M | 0.0% | +2.1% | 0.198% | |
5/16/2025 | Integrated Wealth Concepts LLC | 9,879 | $487K | 0.0% | -81.8% | 0.038% | |
5/16/2025 | Aprio Wealth Management LLC | 4,181 | $206K | 0.0% | N/A | 0.016% | |
5/15/2025 | Promethium Advisors LLC | 5,973 | $294K | 0.2% | N/A | 0.023% | |
5/15/2025 | EP Wealth Advisors LLC | 3,365 | $166K | 0.0% | -12.8% | 0.013% | |