8/19/2025 | Cape Investment Advisory Inc. | 854 | $309K | 0.1% | -11.6% | 0.005% | |
8/19/2025 | Anchor Investment Management LLC | 10,340 | $3.75M | 0.3% | -0.4% | 0.062% | |
8/18/2025 | N.E.W. Advisory Services LLC | 7,872 | $2.85M | 0.3% | -21.2% | 0.047% | |
8/18/2025 | Hershey Financial Advisers LLC | 4,669 | $1.69M | 1.5% | N/A | 0.028% | |
8/15/2025 | Tower Research Capital LLC TRC | 5,061 | $1.83M | 0.0% | -42.5% | 0.030% | |
8/15/2025 | Corient Private Wealth LLC | 39,438 | $14.29M | 0.0% | +102.8% | 0.236% | |
8/15/2025 | Captrust Financial Advisors | 3,016 | $1.09M | 0.0% | -92.2% | 0.018% | |
8/15/2025 | Keel Point LLC | 643 | $233K | 0.0% | N/A | 0.004% | |
8/15/2025 | Visionary Wealth Advisors | 1,146 | $415K | 0.0% | +11.3% | 0.007% | |
8/15/2025 | Snowden Capital Advisors LLC | 5,947 | $2.16M | 0.1% | -1.9% | 0.036% | |
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8/15/2025 | Redwood Financial Network Corp | 1,353 | $490K | 0.3% | -4.8% | 0.008% | |
8/15/2025 | Orion Porfolio Solutions LLC | 4,618 | $1.67M | 0.0% | +17.2% | 0.028% | |
8/15/2025 | MML Investors Services LLC | 19,890 | $7.21M | 0.0% | -1.5% | 0.119% | |
8/15/2025 | Modern Wealth Management LLC | 703 | $255K | 0.0% | -17.4% | 0.004% | |
8/15/2025 | Garden State Investment Advisory Services LLC | 706 | $257K | 0.1% | -6.4% | 0.004% | |
8/15/2025 | EP Wealth Advisors LLC | 6,602 | $2.39M | 0.0% | +136.9% | 0.040% | |
8/15/2025 | BNP Paribas Financial Markets | 28,050 | $10.16M | 0.0% | -16.5% | 0.168% | |
8/15/2025 | Bank of America Corp DE | 1,488,541 | $539.33M | 0.0% | +0.2% | 8.913% | |
8/15/2025 | Ameriprise Financial Inc. | 183,029 | $66.32M | 0.0% | +1.8% | 1.096% | |
8/14/2025 | Jane Street Group LLC | 3,064 | $1.11M | 0.0% | -53.0% | 0.018% | |
8/14/2025 | Ausdal Financial Partners Inc. | 5,346 | $1.94M | 0.1% | -4.2% | 0.032% | |
8/14/2025 | Raymond James Financial Inc. | 118,349 | $42.88M | 0.0% | +22.3% | 0.709% | |
8/14/2025 | Quantinno Capital Management LP | 5,084 | $1.84M | 0.0% | +14.5% | 0.030% | |
8/14/2025 | Ieq Capital LLC | 10,091 | $3.66M | 0.0% | +357.2% | 0.060% | |
8/14/2025 | Main Street Financial Solutions LLC | 3,542 | $1.28M | 0.1% | -6.6% | 0.021% | |
8/14/2025 | FWL Investment Management LLC | 297 | $108K | 0.0% | -19.1% | 0.002% | |
8/14/2025 | NewEdge Advisors LLC | 3,831 | $1.39M | 0.0% | +9.5% | 0.023% | |
8/14/2025 | Qube Research & Technologies Ltd | 704 | $255K | 0.0% | +4,593.3% | 0.004% | |
8/14/2025 | Baker Avenue Asset Management LP | 4,133 | $1.50M | 0.0% | -9.2% | 0.025% | |
8/14/2025 | Cerity Partners LLC | 3,398 | $1.23M | 0.0% | -8.4% | 0.020% | |
8/13/2025 | ESG Planning DBA Harper Investing | 14,050 | $5.09M | 2.9% | -9.8% | 0.084% | |
8/13/2025 | PGIM Custom Harvest LLC | 366,911 | $132.94M | 2.7% | +22.2% | 2.197% | |
8/13/2025 | StoneX Group Inc. | 1,720 | $623K | 0.0% | -34.2% | 0.010% | |
8/13/2025 | Brown Advisory Inc. | 2,947 | $1.07M | 0.0% | -2.7% | 0.018% | |
8/13/2025 | SCS Capital Management LLC | 1,552 | $562K | 0.0% | -2.2% | 0.009% | |
8/13/2025 | Marshall Wace LLP | 685 | $248K | 0.0% | N/A | 0.004% | |
8/13/2025 | Royal Fund Management LLC | 5,487 | $2M | 0.2% | +2.1% | 0.033% | |
8/13/2025 | Baird Financial Group Inc. | 1,144 | $414K | 0.0% | -6.3% | 0.007% | |
8/13/2025 | First Trust Advisors LP | 703 | $255K | 0.0% | -11.1% | 0.004% | |
8/13/2025 | CW Advisors LLC | 2,319 | $841K | 0.0% | +99.9% | 0.014% | |
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8/13/2025 | McCollum Christoferson Group LLC | 554 | $201K | 0.1% | N/A | 0.003% | |
8/13/2025 | M&T Bank Corp | 67,152 | $24.33M | 0.1% | -18.5% | 0.402% | |
8/13/2025 | Fisher Asset Management LLC | 1,428 | $518K | 0.0% | -10.2% | 0.009% | |
8/13/2025 | Financial Freedom LLC | 19,390 | $7.02M | 3.8% | -2.8% | 0.116% | |
8/13/2025 | Bernardo Wealth Planning LLC | 660 | $239K | 0.1% | N/A | 0.004% | |
8/13/2025 | Lido Advisors LLC | 43,497 | $15.76M | 0.1% | -6.7% | 0.260% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 202,336 | $73.31M | 0.1% | +0.5% | 1.212% | |
8/13/2025 | Sumitomo Mitsui Financial Group Inc. | 1,989 | $721K | 0.0% | -53.0% | 0.012% | |
8/13/2025 | Safe Harbor Fiduciary LLC | 1,072 | $388K | 0.4% | +17,766.7% | 0.006% | |
8/13/2025 | Russell Investments Group Ltd. | 563 | $204K | 0.0% | -19.9% | 0.003% | |
8/12/2025 | J.W. Cole Advisors Inc. | 4,623 | $1.68M | 0.0% | +69.3% | 0.028% | |
8/12/2025 | One Charles Private Wealth Services LLC | 3,222 | $1.17M | 0.3% | +7.5% | 0.019% | |
8/12/2025 | Global Retirement Partners LLC | 1,706 | $618K | 0.0% | N/A | 0.010% | |
8/12/2025 | Soundwatch Capital LLC | 3,021 | $1.10M | 0.0% | N/A | 0.018% | |
8/12/2025 | AlphaCore Capital LLC | 14,980 | $5.43M | 0.2% | +16,922.7% | 0.090% | |
8/12/2025 | MAI Capital Management | 1,563 | $566K | 0.0% | -6.1% | 0.009% | |
8/12/2025 | JPMorgan Chase & Co. | 479,965 | $173.90M | 0.0% | -7.4% | 2.874% | |
8/12/2025 | NFP Retirement Inc. | 2,407 | $872K | 0.1% | +3.3% | 0.014% | |
8/11/2025 | TD Waterhouse Canada Inc. | 5,489 | $2.00M | 0.0% | +15.6% | 0.033% | |
8/11/2025 | Anfield Capital Management LLC | 20,044 | $7.26M | 2.4% | -1.2% | 0.121% | |
8/11/2025 | Wealthspire Advisors LLC | 561 | $203K | 0.0% | N/A | 0.003% | |
8/11/2025 | Adaptive Financial Consulting LLC | 35,023 | $12.69M | 5.3% | -0.3% | 0.211% | |
8/11/2025 | Intrust Bank NA | 812 | $294K | 0.0% | N/A | 0.005% | |
8/11/2025 | Nomura Asset Management Co. Ltd. | 676 | $245K | 0.0% | -54.2% | 0.004% | |
8/11/2025 | Western Wealth Management LLC | 862 | $312K | 0.0% | -14.1% | 0.005% | |
8/8/2025 | Rockefeller Capital Management L.P. | 80,114 | $30.75M | 0.1% | -4.9% | 0.482% | |
8/8/2025 | Avantax Advisory Services Inc. | 6,609 | $2.40M | 0.0% | -64.7% | 0.040% | |
8/8/2025 | Cetera Investment Advisers | 55,601 | $20.15M | 0.0% | -19.9% | 0.334% | |
8/8/2025 | Flaharty Asset Management LLC | 281 | $102K | 0.0% | +33.8% | 0.002% | |
8/8/2025 | Creative Planning | 10,751 | $3.90M | 0.0% | -0.5% | 0.065% | |
8/8/2025 | Condor Capital Management | 2,179 | $789K | 0.1% | -2.1% | 0.013% | |
8/8/2025 | Empower Advisory Group LLC | 40,938 | $14.83M | 0.0% | +50.3% | 0.246% | |
8/8/2025 | Foundations Investment Advisors LLC | 77,743 | $28.17M | 0.4% | +4.6% | 0.468% | |
8/8/2025 | Mittelman Wealth Management | 1,262 | $457K | 0.4% | -12.5% | 0.008% | |
8/8/2025 | Advisors Capital Management LLC | 9,800 | $3.55M | 0.0% | +2.3% | 0.059% | |
8/8/2025 | Richmond Brothers Inc. | 18,973 | $6.87M | 4.5% | +68.1% | 0.114% | |
8/8/2025 | Bailard Inc. | 24,749 | $8.97M | 0.2% | -2.9% | 0.149% | |
8/8/2025 | PNC Financial Services Group Inc. | 63,756 | $23.10M | 0.0% | -1.3% | 0.384% | |
8/8/2025 | Comprehensive Financial Planning Inc. PA | 289 | $105K | 0.1% | -60.6% | 0.002% | |
8/7/2025 | Clarity Wealth Advisors LLC | 9,988 | $3.62M | 0.9% | -7.0% | 0.060% | |
8/7/2025 | Nwam LLC | 895 | $333K | 0.0% | +19.3% | 0.005% | |
8/7/2025 | Montag A & Associates Inc. | 3,524 | $1.28M | 0.1% | +1.7% | 0.021% | |
8/7/2025 | Birchcreek Wealth Management LLC | 1,428 | $517K | 0.3% | +12.2% | 0.009% | |
8/7/2025 | Allworth Financial LP | 1,494 | $541K | 0.0% | +14.0% | 0.009% | |
8/7/2025 | Fountainhead AM LLC | 3,207 | $1.16M | 0.2% | +420.6% | 0.019% | |
8/7/2025 | PFG Advisors | 17,803 | $6.45M | 0.2% | +17.6% | 0.107% | |
8/7/2025 | Sound View Wealth Advisors Group LLC | 3,727 | $1.35M | 0.1% | -4.5% | 0.022% | |
8/6/2025 | Prospera Financial Services Inc | 3,510 | $1.27M | 0.0% | -9.2% | 0.021% | |
8/6/2025 | AGF Management Ltd. | 7,741 | $2.81M | 0.0% | -12.9% | 0.047% | |
8/6/2025 | AE Wealth Management LLC | 15,479 | $5.61M | 0.0% | +11.8% | 0.093% | |
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8/6/2025 | Garrison Point Advisors LLC | 571 | $207K | 0.1% | N/A | 0.003% | |
8/6/2025 | Bonfire Financial | 16,075 | $5.83M | 4.8% | +3.9% | 0.097% | |
8/6/2025 | KCM Investment Advisors LLC | 85,565 | $31.00M | 1.0% | +2.7% | 0.515% | |
8/6/2025 | Bryn Mawr Trust Advisors LLC | 638 | $231K | 0.0% | -22.3% | 0.004% | |
8/6/2025 | Savant Capital LLC | 822 | $298K | 0.0% | N/A | 0.005% | |
8/6/2025 | Stonebridge Financial Planning Group LLC | 3,338 | $1.21M | 0.5% | -8.3% | 0.020% | |
8/6/2025 | Simmons Bank | 1,592 | $577K | 0.0% | -8.1% | 0.010% | |
8/5/2025 | Prosperity Consulting Group LLC | 564 | $204K | 0.0% | N/A | 0.003% | |
8/5/2025 | Westside Investment Management Inc. | 21,826 | $7.91M | 1.5% | +1.4% | 0.131% | |
8/5/2025 | Bank of Montreal Can | 2,785 | $1.01M | 0.0% | +14.1% | 0.017% | |