8/8/2025 | Rockefeller Capital Management L.P. | 65,335 | $2.72M | 0.0% | +3.8% | 0.038% | |
8/8/2025 | Kingsview Wealth Management LLC | 25,206 | $1.05M | 0.0% | -14.1% | 0.015% | |
8/8/2025 | Collaborative Wealth Managment Inc. | 9,729 | $405K | 0.2% | -12.1% | 0.006% | |
8/8/2025 | Cetera Investment Advisers | 372,096 | $15.48M | 0.0% | -1.2% | 0.218% | |
8/8/2025 | Creative Planning | 594,938 | $24.74M | 0.0% | -2.2% | 0.349% | |
8/8/2025 | OmniStar Financial Group Inc. | 69,299 | $2.88M | 2.1% | +11.2% | 0.041% | |
8/8/2025 | Foundations Investment Advisors LLC | 56,880 | $2.37M | 0.0% | +10.7% | 0.033% | |
8/8/2025 | L & S Advisors Inc | 410,860 | $17.09M | 1.7% | -34.7% | 0.241% | |
8/8/2025 | Donoghue Forlines LLC | 782,022 | $32.52M | 9.3% | +33.7% | 0.459% | |
8/8/2025 | Hibernia Wealth Partners LLC | 68,346 | $2.84M | 0.9% | +98.8% | 0.040% | |
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8/8/2025 | CNO Financial Group Inc. | 862,000 | $35.85M | 22.2% | +141.5% | 0.506% | |
8/8/2025 | Petix & Botte Co | 134,156 | $5.58M | 1.4% | -6.4% | 0.079% | |
8/8/2025 | Calamos Advisors LLC | 812,805 | $33.81M | 0.1% | -38.1% | 0.477% | |
8/8/2025 | PNC Financial Services Group Inc. | 23,654 | $984K | 0.0% | -5.4% | 0.014% | |
8/8/2025 | SBI Securities Co. Ltd. | 16,015 | $666K | 0.0% | +13.8% | 0.009% | |
8/8/2025 | Advyzon Investment Management LLC | 7,270 | $302K | 0.1% | -6.3% | 0.004% | |
8/7/2025 | Verus Capital Partners LLC | 54,107 | $2.25M | 0.2% | +4.5% | 0.032% | |
8/7/2025 | CENTRAL TRUST Co | 64,359 | $2.68M | 0.1% | -4.5% | 0.038% | |
8/7/2025 | Samalin Investment Counsel LLC | 13,570 | $564K | 0.2% | -18.8% | 0.008% | |
8/7/2025 | Allworth Financial LP | 9,988 | $415K | 0.0% | -19.7% | 0.006% | |
8/7/2025 | Midwest Trust Co | 7,402 | $308K | 0.0% | N/A | 0.004% | |
8/7/2025 | FDx Advisors Inc. | 13,472 | $560K | 0.2% | -2.0% | 0.008% | |
8/6/2025 | ZEGA Investments LLC | 351,761 | $14.63M | 2.0% | -41.9% | 0.207% | |
8/6/2025 | Prospera Financial Services Inc | 93,087 | $3.87M | 0.1% | +4.4% | 0.055% | |
8/6/2025 | Florin Court Capital LLP | 10,200 | $424K | 0.4% | -28.7% | 0.006% | |
8/6/2025 | AE Wealth Management LLC | 21,926 | $912K | 0.0% | -4.5% | 0.013% | |
8/6/2025 | Sage Advisory Services Ltd.Co. | 130,681 | $5.44M | 3.0% | +4.2% | 0.077% | |
8/6/2025 | Valtinson Bruner Financial Planning LLC | 9,505 | $395K | 0.1% | +72.7% | 0.006% | |
8/6/2025 | Aspetuck Financial Management LLC | 68,092 | $2.83M | 2.1% | +0.4% | 0.040% | |
8/6/2025 | Paladin Advisory Group LLC | 925 | $38K | 0.0% | -78.0% | 0.001% | |
8/6/2025 | Ethos Financial Group LLC | 5,370 | $223K | 0.0% | N/A | 0.003% | |
8/6/2025 | Csenge Advisory Group | 47,048 | $1.95M | 0.1% | -1.8% | 0.028% | |
8/6/2025 | Stonebridge Financial Planning Group LLC | 7,375 | $307K | 0.1% | +15.7% | 0.004% | |
8/6/2025 | Moors & Cabot Inc. | 9,487 | $395K | 0.0% | +28.3% | 0.006% | |
8/5/2025 | J. W. Coons Advisors LLC | 62,995 | $2.62M | 0.6% | -0.5% | 0.037% | |
8/5/2025 | Prosperity Consulting Group LLC | 15,228 | $633K | 0.0% | +29.7% | 0.009% | |
8/5/2025 | Bank of New York Mellon Corp | 598,527 | $24.89M | 0.0% | +45.7% | 0.351% | |
8/5/2025 | Retirement Financial Solutions LLC | 8,070 | $336K | 0.2% | -13.0% | 0.005% | |
8/5/2025 | Bank of Montreal Can | 92,238 | $3.84M | 0.0% | -7.1% | 0.054% | |
8/5/2025 | Sigma Planning Corp | 48,527 | $2.02M | 0.1% | +5.4% | 0.028% | |
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8/5/2025 | Landmark Wealth Management Inc. | 49,251 | $2.05M | 0.9% | +9.3% | 0.029% | |
8/5/2025 | Palogic Value Management L.P. | 147,942 | $6.15M | 2.5% | +12.0% | 0.087% | |
8/4/2025 | AlphaStar Capital Management LLC | 66,072 | $2.75M | 0.2% | -86.9% | 0.039% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 6,485 | $270K | 0.0% | +79.5% | 0.004% | |
8/4/2025 | Adell Harriman & Carpenter Inc. | 88,925 | $3.70M | 0.2% | -2.4% | 0.052% | |
8/4/2025 | Impact Partnership Wealth LLC | 17,857 | $743K | 0.1% | N/A | 0.010% | |
8/4/2025 | Atria Investments Inc | 59,957 | $2.49M | 0.0% | +38.6% | 0.035% | |
8/4/2025 | MeadowBrook Investment Advisors LLC | 795 | $33K | 0.0% | N/A | 0.000% | |
8/4/2025 | Assetmark Inc. | 300,420 | $12.49M | 0.0% | +4.1% | 0.176% | |
8/4/2025 | Arkadios Wealth Advisors | 26,697 | $1.11M | 0.0% | +107.9% | 0.016% | |
8/4/2025 | World Investment Advisors | 36,590 | $1.52M | 0.0% | -38.6% | 0.021% | |
8/4/2025 | Wealth Management Associates Inc. | 75,850 | $3.16M | 1.2% | +3.5% | 0.045% | |
8/4/2025 | L.M. Kohn & Company | 9,765 | $406K | 0.1% | +18.4% | 0.006% | |
8/1/2025 | Austin Private Wealth LLC | 149,298 | $6.21M | 0.5% | +67.7% | 0.088% | |
8/1/2025 | IQ EQ FUND MANAGEMENT IRELAND Ltd | 6,497 | $270K | 0.0% | -20.0% | 0.004% | |
8/1/2025 | Advisory Alpha LLC | 1,665,176 | $69.26M | 2.2% | +5.3% | 0.978% | |
8/1/2025 | Shilanski & Associates Inc. | 209,695 | $8.72M | 2.5% | +2.9% | 0.123% | |
8/1/2025 | Brookwood Investment Group LLC | 8,407 | $350K | 0.1% | N/A | 0.005% | |
8/1/2025 | Envestnet Asset Management Inc. | 846,168 | $35.19M | 0.0% | -10.8% | 0.497% | |
7/31/2025 | Perissos Private Wealth Management LLC | 61,683 | $2.57M | 2.0% | -1.4% | 0.036% | |
7/31/2025 | Blake Schutter Theil Wealth Advisors LLC | 11,920 | $496K | 0.6% | -33.3% | 0.007% | |
7/31/2025 | Darden Wealth Group Inc | 10,200 | $424K | 0.3% | -4.7% | 0.006% | |
7/31/2025 | State of New Jersey Common Pension Fund D | 400,000 | $16.64M | 0.1% | -78.9% | 0.235% | |
7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 31,983 | $1.33M | 0.0% | -18.4% | 0.019% | |
7/31/2025 | AlTi Global Inc. | 36,513 | $1.52M | 0.0% | -11.9% | 0.021% | |
7/30/2025 | First Citizens Bank & Trust Co. | 15,329 | $638K | 0.0% | N/A | 0.009% | |
7/30/2025 | Cornerstone Advisory LLC | 16,193 | $673K | 0.1% | +2.4% | 0.010% | |
7/30/2025 | Strategic Blueprint LLC | 6,815 | $283K | 0.0% | -4.0% | 0.004% | |
7/30/2025 | Freedom Investment Management Inc. | 25,151 | $1.05M | 0.1% | -7.9% | 0.015% | |
7/30/2025 | Patten Group Inc. | 10,824 | $450K | 0.1% | -10.0% | 0.006% | |
7/30/2025 | Brookstone Capital Management | 9,336 | $388K | 0.0% | +2.7% | 0.005% | |
7/30/2025 | D.A. Davidson & CO. | 31,816 | $1.32M | 0.0% | -17.0% | 0.019% | |
7/30/2025 | WESPAC Advisors SoCal LLC | 78,590 | $3.27M | 0.7% | -51.5% | 0.046% | |
7/30/2025 | Nottingham Advisors Inc. | 41,620 | $1.73M | 0.3% | +4.0% | 0.024% | |
7/30/2025 | Drive Wealth Management LLC | 233,961 | $9.73M | 2.1% | +10.2% | 0.137% | |
7/29/2025 | Stephens Inc. AR | 54,796 | $2.28M | 0.0% | +10.7% | 0.032% | |
7/29/2025 | Balboa Wealth Partners | 10,855 | $451K | 0.1% | +3.5% | 0.006% | |
7/29/2025 | Chicago Partners Investment Group LLC | 8,807 | $367K | 0.0% | -3.5% | 0.005% | |
7/29/2025 | Dumont & Blake Investment Advisors LLC | 47,455 | $1.97M | 0.5% | +3.4% | 0.028% | |
7/29/2025 | International Assets Investment Management LLC | 56,366 | $2.34M | 0.1% | +0.5% | 0.033% | |
7/29/2025 | ShoreHaven Wealth Partners LLC | 12,631 | $525K | 0.2% | N/A | 0.007% | |
7/29/2025 | Huntleigh Advisors Inc. | 8,310 | $346K | 0.1% | +16.8% | 0.005% | |
7/29/2025 | Stratos Wealth Partners LTD. | 49,173 | $2.05M | 0.0% | +5.5% | 0.029% | |
7/29/2025 | Private Trust Co. NA | 7,780 | $324K | 0.0% | -31.0% | 0.005% | |
7/28/2025 | Sagace Wealth Management LLC | 146,039 | $6.07M | 4.5% | -28.0% | 0.086% | |
7/28/2025 | Harbour Investments Inc. | 24,515 | $1.02M | 0.0% | +38.9% | 0.014% | |
7/28/2025 | Heritage Wealth Management Inc. CA | 43,815 | $1.82M | 1.2% | +5.0% | 0.026% | |
7/28/2025 | J.Safra Asset Management Corp | 23,806 | $989K | 0.1% | N/A | 0.014% | |
7/28/2025 | Courier Capital LLC | 33,481 | $1.39M | 0.1% | +1.7% | 0.020% | |
7/28/2025 | Axxcess Wealth Management LLC | 21,241 | $883K | 0.0% | +1.5% | 0.012% | |
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7/25/2025 | Atria Wealth Solutions Inc. | 50,432 | $2.09M | 0.0% | -13.1% | 0.030% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 266,737 | $11.09M | 0.0% | +13.3% | 0.157% | |
7/25/2025 | Concord Asset Management LLC VA | 63,786 | $2.65M | 0.4% | +227.0% | 0.037% | |
7/25/2025 | CWM LLC | 109,045 | $4.54M | 0.0% | +5.1% | 0.064% | |
7/25/2025 | Transcendent Capital Group LLC | 82,127 | $3.42M | 1.8% | N/A | 0.048% | |
7/25/2025 | Sovereign Financial Group Inc. | 8,657 | $360K | 0.1% | N/A | 0.005% | |
7/25/2025 | Apollon Wealth Management LLC | 7,299 | $304K | 0.0% | -4.5% | 0.004% | |
7/24/2025 | Conning Inc. | 713,275 | $29.67M | 1.0% | +11.2% | 0.419% | |
7/24/2025 | Eastern Bank | 1,565 | $65K | 0.0% | -27.4% | 0.001% | |
7/24/2025 | Ridgeline Wealth Planning LLC | 11,398 | $474K | 0.4% | -4.6% | 0.007% | |