10/17/2025 | Austin Private Wealth LLC | 6,385 | $639K | 0.0% | +9.4% | 0.023% | |
10/17/2025 | Range Financial Group LLC | 3,138 | $314K | 0.1% | +9.3% | 0.011% | |
10/17/2025 | FFG Retirement Advisors LLC | 22,922 | $2.29M | 1.4% | N/A | 0.082% | |
10/17/2025 | Lpwm LLC | 6,732 | $674K | 0.2% | -1.8% | 0.024% | |
10/17/2025 | Perigon Wealth Management LLC | 13,608 | $1.36M | 0.0% | +11.1% | 0.049% | |
10/17/2025 | Alterna Wealth Management Inc. | 2,901 | $290K | 0.2% | N/A | 0.010% | |
10/17/2025 | Apollon Wealth Management LLC | 2,021 | $202K | 0.0% | N/A | 0.007% | |
10/16/2025 | Provident Wealth Management LLC | 21,740 | $2.18M | 0.7% | -2.0% | 0.078% | |
10/16/2025 | Horst & Graben Wealth Management LLC | 15,817 | $1.58M | 0.2% | +4.2% | 0.056% | |
10/16/2025 | Quad Cities Investment Group LLC | 11,812 | $1.18M | 0.5% | +3.0% | 0.042% | |
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10/15/2025 | CWM LLC | 158,848 | $15.89M | 0.0% | -13.6% | 0.567% | |
10/15/2025 | Capital Wealth Management LLC | 37,306 | $3.73M | 1.3% | -1.4% | 0.133% | |
10/15/2025 | Centerline Wealth Advisors LLC | 63,756 | $6.38M | 2.8% | -0.5% | 0.228% | |
10/15/2025 | Mascagni Wealth Management Inc. | 72,453 | $7.25M | 5.6% | +4.0% | 0.259% | |
10/15/2025 | Brookstone Capital Management | 9,099 | $910K | 0.0% | +3.3% | 0.032% | |
10/15/2025 | Private Trust Co. NA | 4,950 | $495K | 0.0% | +24.4% | 0.018% | |
10/15/2025 | Kelly Financial Services LLC | 6,807 | $681K | 0.2% | -2.8% | 0.024% | |
10/15/2025 | Revisor Wealth Management LLC | 5,020 | $513K | 0.2% | +68.5% | 0.018% | |
10/14/2025 | Apeiron RIA LLC | 2,595 | $262K | 0.1% | N/A | 0.009% | |
10/14/2025 | Able Wealth Management LLC | 7,690 | $769K | 0.3% | +15.7% | 0.027% | |
10/14/2025 | Farther Finance Advisors LLC | 9,069 | $907K | 0.0% | -12.1% | 0.032% | |
10/10/2025 | Sound Income Strategies LLC | 281 | $29K | 0.0% | +585.4% | 0.001% | |
10/10/2025 | Sharkey Howes & Javer | 6,638 | $664K | 0.1% | +31.5% | 0.024% | |
10/10/2025 | Advance Capital Management Inc. | 116,636 | $11.67M | 0.5% | +6.9% | 0.417% | |
10/10/2025 | Focus Financial Network Inc. | 4,906 | $491K | 0.0% | +20.9% | 0.018% | |
10/9/2025 | Centurion Wealth Management LLC | 8,358 | $836K | 0.2% | -4.1% | 0.030% | |
10/9/2025 | Bay Harbor Wealth Management LLC | 6,683 | $669K | 0.2% | +19.2% | 0.024% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 54,746 | $5.48M | 0.2% | -1.5% | 0.196% | |
10/8/2025 | Firethorn Wealth Partners LLC | 2,841 | $284K | 0.1% | +9.2% | 0.010% | |
10/8/2025 | McNaughton Wealth Management LLC | 4,819 | $482K | 0.2% | +5.0% | 0.017% | |
10/8/2025 | Baron Financial Group LLC | 50,035 | $5.01M | 2.7% | +1.3% | 0.179% | |
10/7/2025 | KFG Wealth Management LLC | 11,613 | $1.16M | 0.2% | -35.1% | 0.041% | |
10/2/2025 | Central Pacific Bank Trust Division | 37,506 | $3.75M | 0.5% | +3.0% | 0.134% | |
9/25/2025 | CacheTech Inc. | 167,786 | $15.12M | 2.8% | -4.1% | 0.599% | |
9/25/2025 | Adams Wealth Management | 164,598 | $14.83M | 2.8% | -4.5% | 0.588% | |
9/4/2025 | Osaic Holdings Inc. | 208,641 | $18.73M | 0.0% | +1.6% | 0.745% | |
8/29/2025 | Centaurus Financial Inc. | 1,662 | $150K | 0.0% | -13.1% | 0.006% | |
8/27/2025 | Barnes Wealth Management Group Inc | 3,070 | $277K | 0.2% | -6.5% | 0.011% | |
8/27/2025 | Orion Porfolio Solutions LLC | 4,198 | $378K | 0.0% | -20.5% | 0.015% | |
8/25/2025 | Hilltop Partners LLC | 91,793 | $8.27M | 2.5% | -20.0% | 0.328% | |
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8/19/2025 | B. Riley Wealth Advisors Inc. | 25,281 | $2.28M | 0.1% | N/A | 0.090% | |
8/19/2025 | Advisory Services Network LLC | 8,017 | $742K | 0.0% | -3.8% | 0.029% | |
8/18/2025 | Hershey Financial Advisers LLC | 45,709 | $4.12M | 3.7% | N/A | 0.163% | |
8/18/2025 | Front Row Advisors LLC | 3,192 | $288K | 0.1% | +4.1% | 0.011% | |
8/15/2025 | High Falls Advisors Inc | 3,998 | $360K | 0.1% | -35.2% | 0.014% | |
8/15/2025 | Equitable Holdings Inc. | 58,453 | $5.27M | 0.0% | -4.6% | 0.209% | |
8/15/2025 | Tidal Investments LLC | 26,118 | $2.35M | 0.0% | +175.7% | 0.093% | |
8/15/2025 | Snowden Capital Advisors LLC | 5,015 | $452K | 0.0% | -6.2% | 0.018% | |
8/15/2025 | Orion Porfolio Solutions LLC | 4,198 | $378K | 0.0% | -20.5% | 0.015% | |
8/15/2025 | MML Investors Services LLC | 143,831 | $12.96M | 0.0% | +7.5% | 0.514% | |
8/15/2025 | Modern Wealth Management LLC | 14,063 | $1.27M | 0.0% | -42.0% | 0.050% | |
8/15/2025 | IHT Wealth Management LLC | 22,675 | $2.04M | 0.1% | -55.8% | 0.081% | |
8/15/2025 | BNP Paribas Financial Markets | 54,066 | $4.87M | 0.0% | +137.1% | 0.193% | |
8/15/2025 | Bank of America Corp DE | 2,564,998 | $231.11M | 0.0% | -5.2% | 9.161% | |
8/15/2025 | Ameriprise Financial Inc. | 162,070 | $14.61M | 0.0% | -21.2% | 0.579% | |
8/14/2025 | Raymond James Financial Inc. | 92,001 | $8.29M | 0.0% | -7.8% | 0.329% | |
8/14/2025 | Transamerica Financial Advisors LLC | 4,848 | $437K | 0.0% | -6.7% | 0.017% | |
8/14/2025 | NewEdge Advisors LLC | 62,693 | $5.65M | 0.0% | -31.3% | 0.224% | |
8/14/2025 | Qube Research & Technologies Ltd | 3,331 | $300K | 0.0% | +144.6% | 0.012% | |
8/14/2025 | Planwiser Financial LLC | 25,032 | $2.32M | 2.0% | N/A | 0.089% | |
8/14/2025 | Acorn Wealth Advisors LLC | 4,327 | $390K | 0.1% | -12.6% | 0.015% | |
8/14/2025 | Prestige Wealth Management Group LLC | 316,618 | $28.53M | 5.8% | -0.7% | 1.131% | |
8/14/2025 | Baker Avenue Asset Management LP | 316,779 | $28.54M | 0.8% | +0.3% | 1.131% | |
8/14/2025 | Cerity Partners LLC | 3,376 | $304K | 0.0% | -52.7% | 0.012% | |
8/13/2025 | EverSource Wealth Advisors LLC | 602 | $54K | 0.0% | -30.6% | 0.002% | |
8/13/2025 | Guggenheim Capital LLC | 118,220 | $10.65M | 0.1% | -1.8% | 0.422% | |
8/13/2025 | Trek Financial LLC | 3,993 | $360K | 0.0% | -27.4% | 0.014% | |
8/13/2025 | 1832 Asset Management L.P. | 128,432 | $11.57M | 0.0% | +6.4% | 0.459% | |
8/13/2025 | Plan Group Financial LLC | 29,444 | $2.65M | 0.9% | +117.1% | 0.105% | |
8/13/2025 | CW Advisors LLC | 35,684 | $3.22M | 0.0% | +0.5% | 0.127% | |
8/13/2025 | Millington Financial Advisors LLC | 10,446 | $971K | 0.5% | +6.2% | 0.037% | |
8/13/2025 | Lido Advisors LLC | 4,503 | $406K | 0.0% | +41.6% | 0.016% | |
8/13/2025 | Pursue Wealth Partners LLC | 16,257 | $1.47M | 0.8% | -21.9% | 0.058% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 11,732 | $1.06M | 0.0% | +8.7% | 0.042% | |
8/13/2025 | Elevation Point Wealth Partners LLC | 2,595 | $234K | 0.0% | N/A | 0.009% | |
8/13/2025 | Vermillion & White Wealth Management Group LLC | 568 | $51K | 0.0% | -23.9% | 0.002% | |
8/12/2025 | J.W. Cole Advisors Inc. | 18,724 | $1.69M | 0.0% | +1.6% | 0.067% | |
8/12/2025 | Armor Investment Advisors LLC | 36,882 | $3.32M | 1.3% | -4.2% | 0.132% | |
8/12/2025 | Advisors Asset Management Inc. | 9,789 | $882K | 0.0% | +4.0% | 0.035% | |
8/12/2025 | Financial Advocates Investment Management | 1,604 | $145K | 0.0% | -52.8% | 0.006% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 3,146 | $283K | 0.0% | -41.2% | 0.011% | |
8/12/2025 | CreativeOne Wealth LLC | 36,000 | $3.24M | 0.1% | -38.2% | 0.129% | |
8/12/2025 | Global Retirement Partners LLC | 2,404 | $217K | 0.0% | N/A | 0.009% | |
8/12/2025 | JPMorgan Chase & Co. | 189,271 | $17.05M | 0.0% | -32.6% | 0.676% | |
8/12/2025 | Absolute Capital Management LLC | 2,998 | $270K | 0.1% | -18.9% | 0.011% | |
8/12/2025 | 17 Capital Partners LLC | 2,415 | $218K | 0.1% | N/A | 0.009% | |
8/11/2025 | Outlook Wealth Advisors LLC | 10,881 | $980K | 0.3% | -3.3% | 0.039% | |
8/11/2025 | Copperleaf Capital LLC | 8,776 | $791K | 0.4% | +6.5% | 0.031% | |
8/11/2025 | Traub Capital Management LLC | 2,962 | $267K | 0.2% | N/A | 0.011% | |
8/11/2025 | Synergy Investment Management LLC | 4,675 | $421K | 0.3% | -33.1% | 0.017% | |
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8/11/2025 | United Advisor Group LLC | 10,249 | $923K | 0.2% | +7.6% | 0.037% | |
8/11/2025 | Nomura Asset Management Co. Ltd. | 119,059 | $10.73M | 0.0% | -31.8% | 0.425% | |
8/8/2025 | Financial Gravity Companies Inc. | 83,388 | $7.51M | 1.2% | N/A | 0.298% | |
8/8/2025 | Rockefeller Capital Management L.P. | 38,500 | $3.47M | 0.0% | N/A | 0.138% | |
8/8/2025 | Cetera Investment Advisers | 154,692 | $13.94M | 0.0% | -24.1% | 0.552% | |
8/8/2025 | Creative Planning | 3,880 | $350K | 0.0% | N/A | 0.014% | |
8/8/2025 | SG Americas Securities LLC | 20,794 | $1.87M | 0.0% | N/A | 0.074% | |
8/8/2025 | WealthShield Partners LLC | 5,192 | $468K | 0.1% | -35.9% | 0.019% | |
8/8/2025 | Independence Financial Advisors LLC | 34,369 | $3.10M | 1.2% | +456.8% | 0.123% | |
8/8/2025 | Security Financial Services INC. | 4,768 | $430K | 0.1% | -35.3% | 0.017% | |