8/14/2025 | Graney & King LLC | 172,636 | $3.90M | 2.6% | +8.7% | 0.327% | |
8/14/2025 | Jane Street Group LLC | 23,224 | $524K | 0.0% | -97.8% | 0.044% | |
8/14/2025 | Raymond James Financial Inc. | 328,441 | $7.41M | 0.0% | -6.6% | 0.623% | |
8/14/2025 | NewEdge Advisors LLC | 137,711 | $3.11M | 0.0% | +3.5% | 0.261% | |
8/14/2025 | State Street Corp | 7,315,006 | $165.10M | 0.0% | +6.2% | 13.867% | |
8/14/2025 | Transce3nd LLC | 1,214 | $27K | 0.0% | +68.6% | 0.002% | |
8/14/2025 | Cary Street Partners Financial LLC | 88,481 | $2.00M | 0.1% | -7.1% | 0.168% | |
8/13/2025 | Flow Traders U.S. LLC | 75,587 | $1.71M | 0.1% | N/A | 0.143% | |
8/13/2025 | NYL Investors LLC | 1,450,074 | $32.73M | 9.0% | +0.2% | 2.749% | |
8/13/2025 | VestGen Advisors LLC | 10,238 | $231K | 0.0% | N/A | 0.019% | |
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8/13/2025 | Level Four Advisory Services LLC | 19,007 | $429K | 0.0% | -3.5% | 0.036% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 690,540 | $15.59M | 0.0% | -22.2% | 1.309% | |
8/13/2025 | Choreo LLC | 10,788 | $243K | 0.0% | N/A | 0.020% | |
8/12/2025 | J.W. Cole Advisors Inc. | 90,285 | $2.04M | 0.0% | N/A | 0.171% | |
8/12/2025 | Spectrum Wealth Advisory Group LLC | 250,218 | $5.65M | 2.6% | N/A | 0.474% | |
8/12/2025 | RiverFront Investment Group LLC | 19,696 | $445K | 0.0% | -88.3% | 0.037% | |
8/12/2025 | CreativeOne Wealth LLC | 55,498 | $1.25M | 0.0% | +37.0% | 0.105% | |
8/12/2025 | Ameritas Investment Partners Inc. | 34,905 | $788K | 0.0% | +1.6% | 0.066% | |
8/12/2025 | Archer Investment Corp | 2,843 | $64K | 0.0% | -24.6% | 0.005% | |
8/12/2025 | JPMorgan Chase & Co. | 150,974 | $3.41M | 0.0% | +2.4% | 0.286% | |
8/11/2025 | Outlook Wealth Advisors LLC | 21,572 | $487K | 0.1% | +6.9% | 0.040% | |
8/8/2025 | Rockefeller Capital Management L.P. | 45,304 | $1.02M | 0.0% | +13.0% | 0.084% | |
8/8/2025 | Hedeker Wealth LLC | 296,068 | $6.68M | 1.6% | -0.6% | 0.551% | |
8/8/2025 | Collaborative Wealth Managment Inc. | 191,128 | $4.31M | 1.9% | -11.6% | 0.356% | |
8/8/2025 | Cetera Investment Advisers | 128,289 | $2.90M | 0.0% | +18.7% | 0.239% | |
8/8/2025 | WealthShield Partners LLC | 10,330 | $233K | 0.0% | -48.0% | 0.019% | |
8/8/2025 | PNC Financial Services Group Inc. | 7,144 | $161K | 0.0% | -10.0% | 0.013% | |
8/8/2025 | SBI Securities Co. Ltd. | 6,343 | $143K | 0.0% | +8.5% | 0.012% | |
8/8/2025 | Advyzon Investment Management LLC | 52,428 | $1.18M | 0.3% | +2.4% | 0.098% | |
8/7/2025 | PFG Advisors | 348,930 | $7.88M | 0.3% | +8.4% | 0.649% | |
8/6/2025 | Prospera Financial Services Inc | 58,191 | $1.31M | 0.0% | -7.8% | 0.108% | |
8/6/2025 | AE Wealth Management LLC | 42,512 | $959K | 0.0% | +31.7% | 0.079% | |
8/6/2025 | Aspetuck Financial Management LLC | 121,648 | $2.75M | 2.1% | +5.6% | 0.226% | |
8/5/2025 | Fourth Dimension Wealth LLC | 56,170 | $1.27M | 0.5% | +13.3% | 0.105% | |
8/5/2025 | Bank of New York Mellon Corp | 310,914 | $7.02M | 0.0% | +10.6% | 0.578% | |
8/5/2025 | Westside Investment Management Inc. | 48,599 | $1.10M | 0.2% | +95.5% | 0.090% | |
8/5/2025 | Landmark Wealth Management Inc. | 148,474 | $3.35M | 1.4% | +14.5% | 0.276% | |
8/5/2025 | Strategic Financial Concepts LLC | 13,383 | $302K | 0.0% | -5.7% | 0.025% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 2,617 | $59K | 0.0% | +36.7% | 0.005% | |
8/4/2025 | Flagship Harbor Advisors LLC | 171,121 | $3.86M | 0.2% | N/A | 0.318% | |
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8/1/2025 | Austin Private Wealth LLC | 205,918 | $4.65M | 0.4% | +82.7% | 0.383% | |
8/1/2025 | GWN Securities Inc. | 59,854 | $1.35M | 0.3% | +105.0% | 0.111% | |
8/1/2025 | Advisory Alpha LLC | 13,251 | $299K | 0.0% | +5.9% | 0.025% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,366,362 | $30.84M | 0.0% | +6.3% | 2.542% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 9,282 | $209K | 0.0% | N/A | 0.017% | |
7/31/2025 | Arrien Investments Inc. | 169,298 | $3.82M | 2.4% | N/A | 0.315% | |
7/30/2025 | Insight Advisors LLC PA | 31,496 | $711K | 0.1% | -7.1% | 0.059% | |
7/29/2025 | Balboa Wealth Partners | 21,264 | $480K | 0.1% | +5.5% | 0.040% | |
7/29/2025 | Koshinski Asset Management Inc. | 48,111 | $1.09M | 0.1% | -10.3% | 0.090% | |
7/29/2025 | Private Trust Co. NA | 8,092 | $183K | 0.0% | -60.9% | 0.015% | |
7/28/2025 | Harbour Investments Inc. | 64,527 | $1.46M | 0.0% | +22.6% | 0.120% | |
7/28/2025 | RFG Advisory LLC | 44,063 | $995K | 0.0% | +7.3% | 0.082% | |
7/28/2025 | Axxcess Wealth Management LLC | 49,915 | $1.13M | 0.0% | +7.0% | 0.093% | |
7/25/2025 | Atria Wealth Solutions Inc. | 19,080 | $431K | 0.0% | -11.9% | 0.035% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 928,868 | $20.97M | 0.1% | +11.2% | 1.728% | |
7/25/2025 | CWM LLC | 10,373 | $234K | 0.0% | -7.7% | 0.019% | |
7/25/2025 | Van Strum & Towne Inc. | 169,403 | $3.82M | 1.2% | -11.1% | 0.315% | |
7/25/2025 | Richardson Financial Services Inc. | 21,695 | $489K | 0.3% | +8.1% | 0.040% | |
7/24/2025 | IFP Advisors Inc | 247,071 | $5.58M | 0.2% | +1.2% | 0.460% | |
7/23/2025 | Valmark Advisers Inc. | 11,565 | $261K | 0.0% | -3.8% | 0.021% | |
7/23/2025 | RMG Wealth Management LLC | 2,097,447 | $46.40M | 7.1% | N/A | 3.888% | |
7/21/2025 | Ascent Group LLC | 22,717 | $513K | 0.0% | +16.7% | 0.042% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 305,000 | $6.88M | 0.0% | +15.5% | 0.565% | |
7/18/2025 | Truist Financial Corp | 25,575 | $577K | 0.0% | -80.6% | 0.047% | |
7/18/2025 | Lockerman Financial Group Inc. | 23,267 | $525K | 0.7% | +14.1% | 0.043% | |
7/17/2025 | LifeGoal Wealth Advisors | 11,669 | $263K | 0.2% | -20.0% | 0.021% | |
7/17/2025 | Raleigh Capital Management Inc. | 95,032 | $2.15M | 0.9% | +12.0% | 0.175% | |
7/17/2025 | Fifth Third Securities Inc. | 103,699 | $2.34M | 0.2% | +8.2% | 0.191% | |
7/16/2025 | Twelve Points Wealth Management LLC | 17,428 | $393K | 0.1% | -12.0% | 0.032% | |
7/16/2025 | Novem Group | 50,538 | $1.14M | 0.1% | +9.2% | 0.093% | |
7/14/2025 | Caitlin John LLC | 75,728 | $1.71M | 1.6% | -62.7% | 0.140% | |
7/14/2025 | Iams Wealth Management LLC | 18,024 | $407K | 0.2% | +27.9% | 0.033% | |
7/14/2025 | Park Avenue Securities LLC | 149,248 | $3.37M | 0.0% | +0.8% | 0.276% | |
7/11/2025 | Farther Finance Advisors LLC | 7,621 | $172K | 0.0% | +10.6% | 0.014% | |
7/11/2025 | International Private Wealth Advisors LLC | 24,098 | $544K | 0.5% | +26.4% | 0.045% | |
7/10/2025 | Sterling Financial Group Inc. | 837,120 | $18.89M | 6.3% | +1.5% | 1.569% | |
7/10/2025 | Global Financial Private Client LLC | 29,802 | $673K | 0.3% | +20.7% | 0.056% | |
7/10/2025 | Rockland Trust Co. | 1,681,304 | $37.95M | 1.8% | +3.5% | 3.151% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 27,629 | $620K | 0.0% | -5.0% | 0.052% | |
7/10/2025 | Sharkey Howes & Javer | 135,123 | $3.05M | 0.4% | N/A | 0.253% | |
7/10/2025 | Signal Advisors Wealth LLC | 95,176 | $2.15M | 0.2% | N/A | 0.178% | |
7/9/2025 | Balefire LLC | 17,639 | $398K | 0.1% | N/A | 0.033% | |
7/8/2025 | Strategic Advocates LLC | 845,820 | $19.09M | 5.7% | +2.0% | 1.597% | |
7/8/2025 | Goldstone Financial Group LLC | 508,205 | $11.41M | 1.5% | -4.6% | 0.960% | |
7/8/2025 | Boltwood Capital Management | 45,800 | $1.03M | 0.3% | -6.4% | 0.086% | |
7/3/2025 | City Center Advisors LLC | 15,541 | $351K | 0.4% | +10.6% | 0.029% | |
5/16/2025 | NewEdge Advisors LLC | 133,028 | $3.00M | 0.0% | +755.2% | 0.252% | |
5/16/2025 | Integrated Wealth Concepts LLC | 8,904 | $201K | 0.0% | -77.5% | 0.017% | |
5/15/2025 | Graney & King LLC | 158,774 | $3.58M | 2.7% | +16.9% | 0.301% | |
5/9/2025 | Cary Street Partners Financial LLC | 95,248 | $2.15M | 0.1% | +14.1% | 0.181% | |
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5/8/2025 | Strategic Advocates LLC | 829,478 | $18.72M | 6.5% | +9.7% | 1.575% | |
5/7/2025 | NYL Investors LLC | 1,446,850 | $32.66M | 2.1% | +0.2% | 2.748% | |
5/6/2025 | Richardson Financial Services Inc. | 20,067 | $453K | 0.3% | N/A | 0.038% | |
5/5/2025 | Archer Investment Corp | 3,772 | $85K | 0.0% | -36.1% | 0.007% | |
5/1/2025 | Fifth Third Securities Inc. | 95,821 | $2.16M | 0.2% | +3.8% | 0.182% | |
4/29/2025 | Bank of New York Mellon Corp | 280,992 | $6.34M | 0.0% | +7.2% | 0.534% | |
4/28/2025 | Private Trust Co. NA | 20,702 | $467K | 0.0% | -8.9% | 0.039% | |
4/25/2025 | Westside Investment Management Inc. | 24,864 | $561K | 0.1% | +56.5% | 0.047% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 1,914 | $43K | 0.0% | +290.6% | 0.004% | |
4/23/2025 | Fourth Dimension Wealth LLC | 49,589 | $1.12M | 0.5% | +41.9% | 0.094% | |