8/15/2025 | Corient Private Wealth LLC | 7,350 | $352K | 0.0% | N/A | 0.010% | |
8/15/2025 | Captrust Financial Advisors | 29,929 | $1.43M | 0.0% | -2.5% | 0.042% | |
8/15/2025 | Two Sigma Securities LLC | 6,550 | $313K | 0.0% | +41.7% | 0.009% | |
8/15/2025 | Smartleaf Asset Management LLC | 4,778 | $228K | 0.0% | +42.5% | 0.007% | |
8/15/2025 | Orion Porfolio Solutions LLC | 90,705 | $4.34M | 0.0% | -12.3% | 0.127% | |
8/15/2025 | MML Investors Services LLC | 20,923 | $1.00M | 0.0% | -5.3% | 0.029% | |
8/15/2025 | Engineers Gate Manager LP | 25,789 | $1.23M | 0.0% | +227.9% | 0.036% | |
8/15/2025 | Curi Capital LLC | 4,715 | $226K | 0.0% | N/A | 0.007% | |
8/15/2025 | Benjamin Edwards Inc. | 113,856 | $5.45M | 0.1% | +2.5% | 0.160% | |
8/15/2025 | Bank of America Corp DE | 18,344,941 | $877.44M | 0.1% | -0.9% | 25.747% | |
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8/15/2025 | Ameriprise Financial Inc. | 262,900 | $12.58M | 0.0% | +17.2% | 0.369% | |
8/14/2025 | Jane Street Group LLC | 255,690 | $12.23M | 0.0% | -21.5% | 0.359% | |
8/14/2025 | Raymond James Financial Inc. | 242,423 | $11.60M | 0.0% | +11.3% | 0.340% | |
8/14/2025 | Betterment LLC | 351,901 | $16.83M | 0.0% | -30.0% | 0.494% | |
8/14/2025 | Karpus Management Inc. | 918,500 | $43.93M | 1.4% | +27.4% | 1.289% | |
8/14/2025 | Quantinno Capital Management LP | 6,526 | $312K | 0.0% | N/A | 0.009% | |
8/14/2025 | Tennessee Valley Asset Management Partners | 7,956 | $381K | 0.1% | -16.4% | 0.011% | |
8/14/2025 | Main Street Financial Solutions LLC | 15,510 | $742K | 0.1% | +6.9% | 0.022% | |
8/14/2025 | Sei Investments Co. | 271,404 | $12.98M | 0.0% | -6.4% | 0.381% | |
8/14/2025 | Cerity Partners LLC | 111,106 | $5.31M | 0.0% | -4.5% | 0.156% | |
8/13/2025 | Idaho Trust Co | 16,087 | $769K | 0.3% | -6.9% | 0.023% | |
8/13/2025 | Flow Traders U.S. LLC | 35,473 | $1.70M | 0.1% | N/A | 0.050% | |
8/13/2025 | SageView Advisory Group LLC | 31,551 | $1.51M | 0.1% | -7.8% | 0.044% | |
8/13/2025 | Capital Advisors Wealth Management LLC | 28,539 | $1.37M | 0.2% | N/A | 0.040% | |
8/13/2025 | SCS Capital Management LLC | 14,465 | $692K | 0.0% | -13.8% | 0.020% | |
8/13/2025 | First Trust Advisors LP | 8,227 | $393K | 0.0% | N/A | 0.012% | |
8/13/2025 | EverSource Wealth Advisors LLC | 1,823 | $87K | 0.0% | -53.9% | 0.003% | |
8/13/2025 | Beacon Pointe Advisors LLC | 121,136 | $5.79M | 0.1% | -0.4% | 0.170% | |
8/13/2025 | M&T Bank Corp | 9,839 | $471K | 0.0% | -47.5% | 0.014% | |
8/13/2025 | Trustmark Bank Trust Department | 134,159 | $6.42M | 0.4% | -17.5% | 0.188% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 2,696,310 | $128.97M | 0.1% | +3.2% | 3.784% | |
8/13/2025 | Choreo LLC | 30,690 | $1.47M | 0.0% | +0.7% | 0.043% | |
8/12/2025 | Blueprint Financial Advisors LLC | 20,685 | $989K | 0.3% | N/A | 0.029% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 17,763 | $850K | 0.0% | +15.4% | 0.025% | |
8/12/2025 | Global Retirement Partners LLC | 33,910 | $1.62M | 0.0% | N/A | 0.048% | |
8/12/2025 | MAI Capital Management | 10,646 | $509K | 0.0% | -85.5% | 0.015% | |
8/12/2025 | Seeds Investor LLC | 8,923 | $427K | 0.1% | -22.9% | 0.013% | |
8/12/2025 | JPMorgan Chase & Co. | 461,941 | $22.10M | 0.0% | -22.0% | 0.648% | |
8/12/2025 | Howe & Rusling Inc. | 21,431 | $1.03M | 0.1% | -3.9% | 0.030% | |
8/11/2025 | Wealthspire Advisors LLC | 10,730 | $513K | 0.0% | -21.2% | 0.015% | |
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8/11/2025 | Johnson Financial Group LLC | 18,373 | $879K | 0.1% | -25.6% | 0.026% | |
8/11/2025 | PAX Financial Group LLC | 19,029 | $910K | 0.2% | -8.1% | 0.027% | |
8/8/2025 | Rockefeller Capital Management L.P. | 72,786 | $3.48M | 0.0% | +2.2% | 0.102% | |
8/8/2025 | Horizon Family Wealth Inc. | 45,451 | $2.17M | 1.3% | -41.1% | 0.064% | |
8/8/2025 | Avantax Advisory Services Inc. | 52,386 | $2.51M | 0.0% | -6.2% | 0.074% | |
8/8/2025 | Cetera Investment Advisers | 254,187 | $12.16M | 0.0% | +1.1% | 0.357% | |
8/8/2025 | Creative Planning | 23,491 | $1.12M | 0.0% | +11.2% | 0.033% | |
8/8/2025 | Omega Financial Group LLC | 20,307 | $971K | 0.3% | +5.9% | 0.029% | |
8/8/2025 | Bailard Inc. | 5,422 | $259K | 0.0% | N/A | 0.008% | |
8/8/2025 | PNC Financial Services Group Inc. | 1,628,603 | $77.90M | 0.1% | +0.5% | 2.286% | |
8/8/2025 | JFG Wealth Management LLC | 8,136 | $389K | 0.1% | -7.6% | 0.011% | |
8/7/2025 | Cascade Financial Partners LLC | 7,714 | $369K | 0.0% | N/A | 0.011% | |
8/7/2025 | Allworth Financial LP | 218,792 | $10.47M | 0.1% | -2.4% | 0.307% | |
8/7/2025 | Brio Consultants LLC | 84,338 | $4.03M | 0.6% | -5.0% | 0.118% | |
8/7/2025 | Parkside Financial Bank & Trust | 54,806 | $2.62M | 0.3% | -6.2% | 0.077% | |
8/6/2025 | AE Wealth Management LLC | 30,336 | $1.45M | 0.0% | +35.6% | 0.043% | |
8/6/2025 | Grey Fox Wealth Advisors LLC | 32,797 | $1.57M | 0.4% | -17.1% | 0.046% | |
8/6/2025 | Paulson Wealth Management Inc. | 45,810 | $2.19M | 0.6% | -3.6% | 0.064% | |
8/6/2025 | Atlas Legacy Advisors LLC | 8,958 | $428K | 0.1% | +40.7% | 0.013% | |
8/6/2025 | Columbia River Financial Group LLC | 48,573 | $2.33M | 1.5% | -4.3% | 0.068% | |
8/5/2025 | Crestwood Advisors Group LLC | 79,921 | $3.82M | 0.1% | +11.4% | 0.112% | |
8/5/2025 | RiverGlades Family Offices LLC | 32,816 | $1.57M | 1.0% | +5.8% | 0.046% | |
8/5/2025 | Freestone Capital Holdings LLC | 29,807 | $1.43M | 0.0% | -8.0% | 0.042% | |
8/5/2025 | Hunter Associates Investment Management LLC | 69,891 | $3.34M | 0.5% | -32.1% | 0.098% | |
8/5/2025 | Bank of Montreal Can | 70,835 | $3.39M | 0.0% | -2.8% | 0.099% | |
8/5/2025 | MMA Asset Management LLC | 19,457 | $931K | 0.4% | -2.7% | 0.027% | |
8/5/2025 | Sebold Capital Management Inc. | 33,969 | $1.63M | 1.0% | -3.2% | 0.048% | |
8/5/2025 | Aviance Capital Partners LLC | 30,134 | $1.44M | 0.2% | +13.9% | 0.042% | |
8/5/2025 | Avant Financial Advisors LLC | 5,233 | $250K | 0.2% | +23.7% | 0.007% | |
8/4/2025 | IFG Advisory LLC | 7,678 | $367K | 0.0% | -21.7% | 0.011% | |
8/4/2025 | Simon Quick Advisors LLC | 33,999 | $1.63M | 0.1% | N/A | 0.048% | |
8/4/2025 | Savvy Advisors Inc. | 14,480 | $693K | 0.0% | +115.2% | 0.020% | |
8/4/2025 | Keybank National Association OH | 6,519 | $312K | 0.0% | -6.9% | 0.009% | |
8/4/2025 | Mayflower Financial Advisors LLC | 12,528 | $599K | 0.1% | -5.3% | 0.018% | |
8/4/2025 | Bristlecone Advisors LLC | 8,689 | $416K | 0.0% | -49.0% | 0.012% | |
8/1/2025 | James Investment Research Inc. | 47,718 | $2.28M | 0.3% | +2.2% | 0.067% | |
8/1/2025 | Equita Financial Network Inc. | 14,348 | $686K | 0.3% | +28.5% | 0.020% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 30,744 | $1.47M | 0.1% | -27.2% | 0.043% | |
8/1/2025 | Envestnet Asset Management Inc. | 4,906,463 | $234.68M | 0.1% | -5.5% | 6.886% | |
7/31/2025 | Leavell Investment Management Inc. | 4,275 | $204K | 0.0% | -58.5% | 0.006% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 52,820 | $2.53M | 0.0% | -7.7% | 0.074% | |
7/31/2025 | LJI Wealth Management LLC | 49,766 | $2.38M | 0.4% | -3.3% | 0.070% | |
7/31/2025 | GenTrust LLC | 126,658 | $6.06M | 0.3% | -1.1% | 0.178% | |
7/30/2025 | Strategic Blueprint LLC | 10,947 | $524K | 0.0% | +15.4% | 0.015% | |
7/30/2025 | Freedom Investment Management Inc. | 45,273 | $2.17M | 0.2% | -4.3% | 0.064% | |
7/30/2025 | Studio Investment Management LLC | 14,635 | $700K | 0.1% | -42.7% | 0.021% | |
7/30/2025 | Cullen Frost Bankers Inc. | 133,444 | $6.38M | 0.1% | -5.0% | 0.187% | |
7/30/2025 | Atlantic Edge Private Wealth Management LLC | 15,271 | $730K | 0.2% | -14.8% | 0.021% | |
7/30/2025 | Canvas Wealth Advisors LLC | 15,662 | $751K | 0.2% | +2.0% | 0.022% | |
7/29/2025 | Alaska Permanent Capital Management LLC | 27,260 | $1.30M | 0.1% | -41.8% | 0.038% | |
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7/29/2025 | Alaska Wealth Advisors | 265,878 | $12.72M | 1.8% | -7.9% | 0.373% | |
7/29/2025 | Private Trust Co. NA | 4,585 | $219K | 0.0% | +266.2% | 0.006% | |
7/28/2025 | IFG Advisors LLC | 9,281 | $444K | 0.1% | -7.4% | 0.013% | |
7/28/2025 | Elmwood Wealth Management Inc. | 33,162 | $1.59M | 0.6% | +26.5% | 0.047% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 14,480 | $693K | 0.0% | -23.3% | 0.020% | |
7/25/2025 | Sequoia Financial Advisors LLC | 21,801 | $1.04M | 0.0% | -70.3% | 0.031% | |
7/25/2025 | CWM LLC | 80,731 | $3.86M | 0.0% | -1.1% | 0.113% | |
7/25/2025 | Transcendent Capital Group LLC | 13,069 | $625K | 0.3% | +2.2% | 0.018% | |
7/25/2025 | Ackerman Capital Advisors LLC | 33,973 | $1.63M | 0.4% | +57.5% | 0.048% | |
7/25/2025 | Concurrent Investment Advisors LLC | 18,108 | $866K | 0.0% | +5.9% | 0.025% | |