8/19/2025 | Advisory Services Network LLC | 8,632 | $433K | 0.0% | +60.9% | 0.047% | |
8/15/2025 | Tower Research Capital LLC TRC | 8,441 | $425K | 0.0% | -60.3% | 0.046% | |
8/15/2025 | Brooks Moore & Associates Inc. | 5,470 | $274K | 0.1% | N/A | 0.030% | |
8/15/2025 | Corient Private Wealth LLC | 453,781 | $22.83M | 0.0% | +0.4% | 2.466% | |
8/15/2025 | Orion Porfolio Solutions LLC | 6,685 | $336K | 0.0% | +6.4% | 0.036% | |
8/15/2025 | IHT Wealth Management LLC | 31,565 | $1.59M | 0.0% | -26.9% | 0.172% | |
8/15/2025 | Great Valley Advisor Group Inc. | 36,878 | $1.86M | 0.0% | +454.6% | 0.200% | |
8/15/2025 | Bank of America Corp DE | 708,560 | $35.66M | 0.0% | +16.6% | 3.851% | |
8/14/2025 | Raymond James Financial Inc. | 41,181 | $2.07M | 0.0% | -16.1% | 0.224% | |
8/14/2025 | Cerity Partners LLC | 6,355 | $320K | 0.0% | -5.5% | 0.035% | |
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8/13/2025 | IAG Wealth Partners LLC | 512,957 | $25.81M | 3.4% | N/A | 2.788% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 824 | $42K | 0.0% | N/A | 0.004% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 54,289 | $2.73M | 0.0% | +129.9% | 0.295% | |
8/13/2025 | Elevation Point Wealth Partners LLC | 1,248 | $63K | 0.0% | N/A | 0.007% | |
8/12/2025 | J.W. Cole Advisors Inc. | 9,319 | $469K | 0.0% | N/A | 0.051% | |
8/12/2025 | Financial Advocates Investment Management | 68,694 | $3.46M | 0.3% | -12.1% | 0.373% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 630,300 | $31.72M | 0.2% | +53.5% | 3.426% | |
8/12/2025 | CreativeOne Wealth LLC | 20,837 | $1.05M | 0.0% | -9.3% | 0.113% | |
8/12/2025 | Global Retirement Partners LLC | 4,248 | $214K | 0.0% | N/A | 0.023% | |
8/12/2025 | Segall Bryant & Hamill LLC | 437,301 | $22.01M | 0.3% | -2.5% | 2.377% | |
8/12/2025 | JPMorgan Chase & Co. | 130,774 | $6.58M | 0.0% | +54.3% | 0.711% | |
8/11/2025 | Western Wealth Management LLC | 26,904 | $1.35M | 0.1% | +42.0% | 0.146% | |
8/8/2025 | Kingsview Wealth Management LLC | 19,783 | $996K | 0.0% | +13.0% | 0.108% | |
8/8/2025 | Citizens Financial Group Inc. RI | 7,465 | $376K | 0.0% | N/A | 0.041% | |
8/8/2025 | Cetera Investment Advisers | 429,967 | $21.64M | 0.0% | +196.2% | 2.337% | |
8/8/2025 | Compass Financial Services Inc | 117,357 | $5.91M | 2.9% | +12.0% | 0.638% | |
8/8/2025 | Foundations Investment Advisors LLC | 12,501 | $629K | 0.0% | N/A | 0.068% | |
8/8/2025 | Advisors Capital Management LLC | 73,790 | $3.71M | 0.1% | +1.4% | 0.401% | |
8/6/2025 | RFG Bristol Wealth Advisors LLC | 6,146 | $309K | 0.1% | N/A | 0.033% | |
8/4/2025 | Integrity Alliance LLC. | 165,633 | $8.34M | 0.5% | -42.1% | 0.900% | |
8/4/2025 | IFG Advisory LLC | 324,168 | $16.31M | 0.8% | -0.9% | 1.762% | |
8/4/2025 | Spire Wealth Management | 2,990 | $150K | 0.0% | N/A | 0.016% | |
8/4/2025 | World Investment Advisors | 28,310 | $1.43M | 0.0% | -11.7% | 0.154% | |
8/4/2025 | Flagship Harbor Advisors LLC | 23,861 | $1.20M | 0.1% | -2.7% | 0.130% | |
8/1/2025 | Taylor Financial Group Inc. | 69,785 | $3.51M | 2.2% | +12.4% | 0.379% | |
8/1/2025 | Envestnet Asset Management Inc. | 51,190 | $2.58M | 0.0% | +5.8% | 0.278% | |
7/30/2025 | KPP Advisory Services LLC | 26,457 | $1.33M | 0.2% | -4.6% | 0.144% | |
7/30/2025 | Pacific Sun Financial Corp | 4,010 | $202K | 0.1% | N/A | 0.022% | |
7/30/2025 | Bogart Wealth LLC | 1,100 | $55K | 0.0% | +37.5% | 0.006% | |
7/29/2025 | Liberty Square Wealth Partners LLC | 10,415 | $524K | 0.2% | +4.2% | 0.057% | |
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7/29/2025 | Stratos Wealth Partners LTD. | 15,791 | $795K | 0.0% | +124.4% | 0.086% | |
7/29/2025 | Harbor Asset Planning Inc. | 1,980 | $100K | 0.1% | N/A | 0.011% | |
7/28/2025 | Axxcess Wealth Management LLC | 13,988 | $704K | 0.0% | N/A | 0.076% | |
7/25/2025 | Kellett Wealth Advisors LLC | 27,677 | $1.39M | 0.9% | +116.8% | 0.150% | |
7/25/2025 | NorthRock Partners LLC | 17,107 | $861K | 0.0% | N/A | 0.093% | |
7/25/2025 | M3 Advisory Group LLC | 4,095 | $206K | 0.1% | N/A | 0.022% | |
7/25/2025 | IRON Financial LLC | 17,547 | $883K | 0.5% | N/A | 0.095% | |
7/24/2025 | Galvin Gaustad & Stein LLC | 42,361 | $2.13M | 0.2% | -1.0% | 0.230% | |
7/22/2025 | Valley National Advisers Inc. | 5,955 | $299K | 0.0% | +15.8% | 0.032% | |
7/22/2025 | Cedar Mountain Advisors LLC | 98,487 | $4.96M | 1.0% | +3.1% | 0.535% | |
7/22/2025 | Peoples Bank OH | 32,602 | $1.64M | 1.0% | N/A | 0.177% | |
7/21/2025 | Ameritas Advisory Services LLC | 1,028 | $52K | 0.0% | N/A | 0.006% | |
7/17/2025 | Paradiem LLC | 1,560,380 | $78.52M | 19.8% | N/A | 8.480% | |
7/17/2025 | Janney Montgomery Scott LLC | 29,266 | $1.47M | 0.0% | +53.3% | 0.159% | |
7/17/2025 | Prepared Retirement Institute LLC | 38,051 | $1.92M | 1.1% | +9.1% | 0.207% | |
7/17/2025 | San Luis Wealth Advisors LLC | 158,542 | $7.98M | 1.7% | N/A | 0.862% | |
7/17/2025 | Tempus Wealth Planning LLC | 18,203 | $916K | 0.2% | -7.5% | 0.099% | |
7/15/2025 | Aspire Capital Advisors LLC | 183,013 | $9.21M | 2.5% | +3.5% | 0.995% | |
7/14/2025 | AdvisorNet Financial Inc | 7,290 | $367K | 0.0% | -5.0% | 0.040% | |
7/14/2025 | Masso Torrence Wealth Management Inc. | 237,358 | $11.94M | 5.5% | +5.4% | 1.290% | |
7/11/2025 | Farther Finance Advisors LLC | 3,415 | $172K | 0.0% | N/A | 0.019% | |
7/10/2025 | Focus Financial Network Inc. | 4,911 | $247K | 0.0% | -22.0% | 0.027% | |
7/10/2025 | Signal Advisors Wealth LLC | 504,213 | $25.37M | 2.0% | -16.3% | 2.740% | |
7/10/2025 | Sovran Advisors LLC | 27,273 | $1.39M | 0.1% | +9.9% | 0.148% | |
7/9/2025 | Breakwater Capital Group | 82,823 | $4.17M | 0.7% | +30.2% | 0.450% | |
7/7/2025 | Capital Asset Advisory Services LLC | 13,988 | $713K | 0.0% | N/A | 0.076% | |
6/10/2025 | Compass Financial Services Inc | 104,750 | $5.08M | 2.7% | +13.0% | 0.622% | |
5/27/2025 | Advisors Capital Management LLC | 72,751 | $3.53M | 0.1% | +2.1% | 0.445% | |
5/20/2025 | Integrity Alliance LLC. | 285,959 | $13.88M | 0.5% | +87.6% | 1.749% | |
5/16/2025 | Goldman Sachs Group Inc. | 43,446 | $2.11M | 0.0% | N/A | 0.258% | |
5/16/2025 | Integrated Wealth Concepts LLC | 13,695 | $664K | 0.0% | +3.9% | 0.087% | |
5/15/2025 | Royal Bank of Canada | 204,272 | $9.91M | 0.0% | +59.6% | 1.293% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 23,610 | $1.15M | 0.0% | +35,672.7% | 0.149% | |
5/14/2025 | Kestra Advisory Services LLC | 56,702 | $2.75M | 0.0% | -57.8% | 0.359% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 410,519 | $19.92M | 0.2% | +9.1% | 2.598% | |
5/12/2025 | Taylor Financial Group Inc. | 62,113 | $3.01M | 2.1% | +10.4% | 0.393% | |
5/9/2025 | Greykasell Wealth Strategies Inc. | 1,000 | $49K | 0.0% | N/A | 0.006% | |
5/9/2025 | Atria Wealth Solutions Inc. | 12,274 | $596K | 0.0% | -45.1% | 0.078% | |
5/8/2025 | IFG Advisory LLC | 327,026 | $15.87M | 0.9% | -18.1% | 2.070% | |
5/7/2025 | Galvin Gaustad & Stein LLC | 42,787 | $2.08M | 0.2% | +17.7% | 0.271% | |
5/7/2025 | LPL Financial LLC | 1,973,635 | $95.76M | 0.0% | +17.4% | 12.491% | |
5/6/2025 | Cetera Investment Advisers | 145,174 | $7.04M | 0.0% | +4.5% | 0.919% | |
5/6/2025 | Avantax Advisory Services Inc. | 6,480 | $314K | 0.0% | -38.5% | 0.041% | |
5/6/2025 | Integrity Investment Advisors LLC | 13,721 | $666K | 0.6% | N/A | 0.087% | |
5/5/2025 | Csenge Advisory Group | 6,347 | $285K | 0.0% | -12.7% | 0.040% | |
5/5/2025 | Private Advisor Group LLC | 7,410 | $360K | 0.0% | N/A | 0.047% | |
5/2/2025 | Kingsview Wealth Management LLC | 17,509 | $850K | 0.0% | +44.8% | 0.111% | |
5/2/2025 | Segall Bryant & Hamill LLC | 448,599 | $21.77M | 0.3% | -11.6% | 2.839% | |
5/2/2025 | Larson Financial Group LLC | 35,345 | $1.72M | 0.1% | +10.4% | 0.224% | |
5/2/2025 | Prepared Retirement Institute LLC | 34,871 | $1.69M | 1.1% | +14.7% | 0.221% | |
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5/2/2025 | Bogart Wealth LLC | 800 | $39K | 0.0% | N/A | 0.005% | |
5/1/2025 | Florida Financial Advisors LLC | 5,065 | $246K | 0.1% | N/A | 0.032% | |
5/1/2025 | ADG Wealth Management Group LLC | 18,180 | $882K | 0.8% | N/A | 0.115% | |
4/30/2025 | Cerity Partners LLC | 6,723 | $326K | 0.0% | +7.1% | 0.043% | |
4/30/2025 | Stratos Wealth Partners LTD. | 7,037 | $341K | 0.0% | -16.5% | 0.045% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 11,807 | $573K | 0.0% | +32.0% | 0.075% | |
4/29/2025 | Liberty Square Wealth Partners LLC | 10,000 | $485K | 0.2% | N/A | 0.063% | |
4/29/2025 | Envestnet Asset Management Inc. | 48,398 | $2.35M | 0.0% | +4.5% | 0.306% | |
4/29/2025 | World Investment Advisors | 32,054 | $1.56M | 0.0% | -85.4% | 0.203% | |
4/28/2025 | Rosenberg Matthew Hamilton | 1,066 | $52K | 0.0% | +171.9% | 0.007% | |