8/22/2025 | TT Capital Management LLC | 8,356 | $244K | 0.1% | N/A | 0.004% | |
8/20/2025 | Thompson Davis & CO. Inc. | 42,325 | $1.24M | 0.6% | +14.9% | 0.021% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 24,363 | $714K | 0.0% | N/A | 0.012% | |
8/18/2025 | Tactive Advisors LLC | 50,261 | $1.47M | 0.5% | N/A | 0.025% | |
8/18/2025 | Geneos Wealth Management Inc. | 16,516 | $484K | 0.0% | +69.8% | 0.008% | |
8/18/2025 | Cornerstone Financial Group LLC NE | 16,291 | $477K | 0.4% | +3.9% | 0.008% | |
8/18/2025 | Castleark Management LLC | 1,334,080 | $39.08M | 1.2% | +119.5% | 0.668% | |
8/18/2025 | Front Row Advisors LLC | 17,370 | $509K | 0.2% | -6.9% | 0.009% | |
8/16/2025 | Evergreen Capital Management LLC | 845,495 | $24.77M | 0.7% | -9.4% | 0.424% | |
8/15/2025 | Tower Research Capital LLC TRC | 61,317 | $1.80M | 0.0% | N/A | 0.031% | |
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8/15/2025 | Equitable Holdings Inc. | 290,218 | $8.50M | 0.1% | -2.2% | 0.145% | |
8/15/2025 | Captrust Financial Advisors | 12,963 | $380K | 0.0% | -8.7% | 0.006% | |
8/15/2025 | Manhattan West Asset Management LLC | 300,912 | $8.81M | 2.0% | -8.1% | 0.151% | |
8/15/2025 | Orion Porfolio Solutions LLC | 71,641 | $2.10M | 0.0% | N/A | 0.036% | |
8/15/2025 | MML Investors Services LLC | 262,057 | $7.68M | 0.0% | +10.0% | 0.131% | |
8/15/2025 | Modern Wealth Management LLC | 996,838 | $29.20M | 0.7% | +174.7% | 0.499% | |
8/15/2025 | IHT Wealth Management LLC | 81,298 | $2.38M | 0.1% | +41.5% | 0.041% | |
8/15/2025 | Great Valley Advisor Group Inc. | 36,771 | $1.08M | 0.0% | -84.1% | 0.018% | |
8/15/2025 | Bank of America Corp DE | 16,610,571 | $486.52M | 0.0% | -18.9% | 8.322% | |
8/15/2025 | Ameriprise Financial Inc. | 4,292,564 | $125.95M | 0.0% | -56.0% | 2.151% | |
8/14/2025 | Raymond James Financial Inc. | 791,162 | $23.17M | 0.0% | +26.9% | 0.396% | |
8/14/2025 | Betterment LLC | 23,741 | $695K | 0.0% | -1.5% | 0.012% | |
8/14/2025 | Napa Wealth Management | 48,528 | $1.42M | 0.7% | +513.8% | 0.024% | |
8/14/2025 | Vivaldi Capital Management LP | 86,172 | $2.52M | 0.4% | -3.0% | 0.043% | |
8/14/2025 | Main Street Financial Solutions LLC | 18,404 | $539K | 0.0% | N/A | 0.009% | |
8/14/2025 | Faithward Advisors LLC | 122,856 | $3.60M | 0.6% | -20.5% | 0.062% | |
8/14/2025 | NewEdge Advisors LLC | 66,300 | $1.94M | 0.0% | +90.8% | 0.033% | |
8/14/2025 | Sagard Holdings Management Inc. | 117,745 | $3.45M | 9.7% | N/A | 0.059% | |
8/14/2025 | State Street Corp | 12,419,060 | $363.75M | 0.0% | +3.3% | 6.222% | |
8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 665,709 | $19.50M | 0.8% | +1.4% | 0.334% | |
8/14/2025 | Bank of Nova Scotia | 976,235 | $28.59M | 0.1% | -52.8% | 0.489% | |
8/14/2025 | Cary Street Partners Financial LLC | 20,716 | $607K | 0.0% | -24.5% | 0.010% | |
8/14/2025 | Cerity Partners LLC | 2,767,999 | $81.08M | 0.1% | -2.5% | 1.387% | |
8/13/2025 | Gateway Wealth Partners LLC | 10,473 | $307K | 0.1% | N/A | 0.005% | |
8/13/2025 | Portland Global Advisors LLC | 1,380,951 | $40.45M | 4.8% | +6.3% | 0.692% | |
8/13/2025 | GeoWealth Management LLC | 36,967 | $1.08M | 0.0% | -3.4% | 0.019% | |
8/13/2025 | Veltria Advisors Corp. | 18,698 | $548K | 0.4% | N/A | 0.009% | |
8/13/2025 | EverSource Wealth Advisors LLC | 2,862 | $84K | 0.0% | -76.3% | 0.001% | |
8/13/2025 | CW Advisors LLC | 26,803 | $785K | 0.0% | +139.2% | 0.013% | |
8/13/2025 | JT Stratford LLC | 106,023 | $3.11M | 0.5% | +17.1% | 0.053% | |
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8/13/2025 | WCG Wealth Advisors LLC | 17,451 | $511K | 0.0% | N/A | 0.009% | |
8/13/2025 | AMJ Financial Wealth Management | 21,549 | $631K | 0.2% | N/A | 0.011% | |
8/13/2025 | Fisher Asset Management LLC | 153,295 | $4.49M | 0.0% | -14.1% | 0.077% | |
8/13/2025 | Rinkey Investments | 404,443 | $11.85M | 3.6% | +5.8% | 0.203% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 139,144 | $4.08M | 0.0% | -2.0% | 0.070% | |
8/13/2025 | GM Advisory Group LLC | 2,000,784 | $58.60M | 2.9% | -1.4% | 1.002% | |
8/13/2025 | Choreo LLC | 11,799 | $346K | 0.0% | -44.1% | 0.006% | |
8/13/2025 | Maia Wealth LLC | 26,517 | $777K | 0.1% | -1.5% | 0.013% | |
8/12/2025 | J.W. Cole Advisors Inc. | 17,284 | $506K | 0.0% | -12.6% | 0.009% | |
8/12/2025 | Financial Advocates Investment Management | 49,082 | $1.44M | 0.1% | +7.3% | 0.025% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 585,514 | $17.15M | 0.1% | +2,416.9% | 0.293% | |
8/12/2025 | CreativeOne Wealth LLC | 330,118 | $9.67M | 0.3% | -0.5% | 0.165% | |
8/12/2025 | Global Retirement Partners LLC | 8,304 | $243K | 0.0% | N/A | 0.004% | |
8/12/2025 | Centric Wealth Management | 168,504 | $4.92M | 1.2% | -68.0% | 0.084% | |
8/12/2025 | Nemes Rush Group LLC | 8,431 | $247K | 0.0% | +11.6% | 0.004% | |
8/12/2025 | Kohmann Bosshard Financial Services LLC | 43,657 | $1.28M | 0.1% | -37.2% | 0.022% | |
8/12/2025 | JPMorgan Chase & Co. | 597,299 | $17.50M | 0.0% | +14.5% | 0.299% | |
8/11/2025 | HHM Wealth Advisors LLC | 1,096,694 | $32.12M | 3.8% | -3.1% | 0.553% | |
8/11/2025 | Wescott Financial Advisory Group LLC | 278,427 | $8.16M | 0.8% | -7.6% | 0.140% | |
8/11/2025 | Synergy Investment Management LLC | 154,792 | $4.53M | 2.7% | +23.5% | 0.078% | |
8/11/2025 | Empowered Funds LLC | 139,400 | $4.07M | 0.0% | N/A | 0.070% | |
8/11/2025 | Bulltick Wealth Management LLC | 9,021 | $264K | 0.1% | +4.6% | 0.005% | |
8/11/2025 | Western Wealth Management LLC | 43,581 | $1.28M | 0.1% | +2.3% | 0.022% | |
8/8/2025 | Rockefeller Capital Management L.P. | 239,260 | $7.01M | 0.0% | +4.6% | 0.121% | |
8/8/2025 | Kingsview Wealth Management LLC | 256,525 | $7.51M | 0.1% | -0.8% | 0.129% | |
8/8/2025 | Collaborative Wealth Managment Inc. | 17,676 | $518K | 0.2% | -17.7% | 0.009% | |
8/8/2025 | Avantax Advisory Services Inc. | 153,331 | $4.49M | 0.0% | -5.1% | 0.077% | |
8/8/2025 | Cetera Investment Advisers | 692,836 | $20.29M | 0.0% | -8.8% | 0.349% | |
8/8/2025 | Creative Planning | 32,374 | $948K | 0.0% | -21.4% | 0.016% | |
8/8/2025 | Foundations Investment Advisors LLC | 175,424 | $5.14M | 0.1% | +85.7% | 0.088% | |
8/8/2025 | Wrapmanager Inc. | 104,723 | $3.07M | 0.7% | +13.5% | 0.053% | |
8/8/2025 | Thompson Davis & CO. Inc. | 42,665 | $1.25M | 0.5% | +15.9% | 0.022% | |
8/8/2025 | Good Life Advisors LLC | 388,516 | $11.38M | 0.7% | +2.1% | 0.196% | |
8/8/2025 | Better Money Decisions LLC | 504,368 | $14.77M | 9.0% | +5.0% | 0.254% | |
8/8/2025 | Austin Wealth Management LLC | 261,875 | $7.64M | 1.4% | +2.2% | 0.132% | |
8/8/2025 | Bailard Inc. | 76,010 | $2.23M | 0.1% | -72.8% | 0.038% | |
8/8/2025 | PNC Financial Services Group Inc. | 284,219 | $8.33M | 0.0% | +7.3% | 0.143% | |
8/7/2025 | Nwam LLC | 113,252 | $3.31M | 0.3% | -2.6% | 0.057% | |
8/7/2025 | Vise Technologies Inc. | 10,535 | $309K | 0.0% | N/A | 0.005% | |
8/7/2025 | Fonville Wealth Management LLC | 129,462 | $3.79M | 1.0% | +26.9% | 0.065% | |
8/7/2025 | PFG Advisors | 279,612 | $8.19M | 0.3% | +12.5% | 0.141% | |
8/6/2025 | AE Wealth Management LLC | 11,946 | $350K | 0.0% | -17.2% | 0.006% | |
8/6/2025 | Vestmark Advisory Solutions Inc. | 85,922 | $2.52M | 0.0% | N/A | 0.043% | |
8/6/2025 | Destiny Capital Corp CO | 46,554 | $1.36M | 0.8% | -6.0% | 0.023% | |
8/6/2025 | Savant Capital LLC | 29,244 | $857K | 0.0% | -23.3% | 0.015% | |
8/6/2025 | Golden State Wealth Management LLC | 17,830 | $522K | 0.1% | +18.9% | 0.009% | |
8/6/2025 | Horan Securities Inc. | 35,308 | $1.03M | 0.4% | -3.4% | 0.018% | |
8/6/2025 | Entrewealth LLC | 186,758 | $5.47M | 3.8% | -7.8% | 0.094% | |
8/6/2025 | RFG Bristol Wealth Advisors LLC | 9,646 | $283K | 0.1% | N/A | 0.005% | |
8/5/2025 | Fourth Dimension Wealth LLC | 172,374 | $5.05M | 2.1% | +14.3% | 0.087% | |
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8/5/2025 | Transatlantique Private Wealth LLC | 25,931 | $760K | 0.3% | -21.8% | 0.013% | |
8/5/2025 | Key Financial Inc | 221,237 | $6.48M | 1.3% | -4.1% | 0.112% | |
8/5/2025 | WorthPointe LLC | 43,482 | $1.27M | 0.5% | +68.4% | 0.022% | |
8/5/2025 | Tsfg LLC | 4,737 | $139K | 0.0% | +15.8% | 0.002% | |
8/5/2025 | Bank of Montreal Can | 15,668 | $459K | 0.0% | -2.5% | 0.008% | |
8/4/2025 | Partners in Financial Planning | 47,863 | $1.40M | 0.3% | -4.1% | 0.024% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 897,060 | $26.28M | 1.9% | -3.0% | 0.452% | |
8/4/2025 | Impact Partnership Wealth LLC | 426,169 | $12.48M | 2.3% | -34.5% | 0.215% | |
8/4/2025 | One Day In July LLC | 404,319 | $11.84M | 1.1% | -45.1% | 0.204% | |
8/4/2025 | Atria Investments Inc | 73,898 | $2.16M | 0.0% | -30.8% | 0.037% | |