8/25/2025 | Silverlake Wealth Management LLC | 137,030 | $2.68M | 0.8% | +1.3% | 0.063% | |
8/19/2025 | Advisory Services Network LLC | 49,467 | $965K | 0.0% | +73.5% | 0.023% | |
8/19/2025 | Anchor Investment Management LLC | 1,019,256 | $19.90M | 1.7% | +2.7% | 0.469% | |
8/19/2025 | Asset Dedication LLC | 1,305,885 | $25.49M | 1.9% | -0.9% | 0.600% | |
8/18/2025 | Tyler Stone Wealth Management | 28,884 | $564K | 0.1% | +23.3% | 0.013% | |
8/18/2025 | Geneos Wealth Management Inc. | 274,126 | $5.35M | 0.1% | +53.9% | 0.126% | |
8/16/2025 | Parr Mcknight Wealth Management Group LLC | 205,433 | $4.01M | 0.6% | +17.3% | 0.094% | |
8/15/2025 | Equitable Holdings Inc. | 141,223 | $2.76M | 0.0% | -32.9% | 0.065% | |
8/15/2025 | Stonebridge Capital Advisors LLC | 17,235 | $336K | 0.0% | -6.3% | 0.008% | |
8/15/2025 | Captrust Financial Advisors | 582,822 | $11.38M | 0.0% | -6.7% | 0.268% | |
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8/15/2025 | Keel Point LLC | 93,360 | $1.82M | 0.1% | -3.1% | 0.043% | |
8/15/2025 | Redwood Financial Network Corp | 97,040 | $1.89M | 1.3% | +0.6% | 0.045% | |
8/15/2025 | MML Investors Services LLC | 2,116,598 | $41.32M | 0.1% | +15.7% | 0.973% | |
8/15/2025 | Modern Wealth Management LLC | 261,323 | $5.10M | 0.1% | N/A | 0.120% | |
8/15/2025 | IHT Wealth Management LLC | 73,781 | $1.44M | 0.0% | +2.9% | 0.034% | |
8/15/2025 | EP Wealth Advisors LLC | 266,738 | $5.21M | 0.0% | -4.9% | 0.123% | |
8/15/2025 | Benjamin Edwards Inc. | 73,098 | $1.43M | 0.0% | -62.3% | 0.034% | |
8/15/2025 | Bank of America Corp DE | 5,014,167 | $97.88M | 0.0% | -0.6% | 2.305% | |
8/15/2025 | Ameriprise Financial Inc. | 1,923,379 | $37.55M | 0.0% | +4.7% | 0.884% | |
8/14/2025 | Ausdal Financial Partners Inc. | 50,620 | $988K | 0.1% | -38.9% | 0.023% | |
8/14/2025 | Raymond James Financial Inc. | 4,317,124 | $84.27M | 0.0% | 0.0% | 1.985% | |
8/14/2025 | Diversify Advisory Services LLC | 185,983 | $3.64M | 0.1% | -0.8% | 0.086% | |
8/14/2025 | HUB Investment Partners LLC | 597,536 | $11.66M | 0.4% | +1.5% | 0.275% | |
8/14/2025 | NewEdge Advisors LLC | 740,588 | $14.46M | 0.1% | +9.8% | 0.341% | |
8/14/2025 | Cerity Partners LLC | 24,410 | $476K | 0.0% | -21.6% | 0.011% | |
8/13/2025 | Morton Community Bank | 268,691 | $5.25M | 1.3% | -3.2% | 0.124% | |
8/13/2025 | Flow Traders U.S. LLC | 33,790 | $660K | 0.0% | -67.0% | 0.016% | |
8/13/2025 | Strategic Family Wealth Counselors L.L.C. | 80,652 | $1.57M | 0.4% | +63.9% | 0.037% | |
8/13/2025 | Brown Advisory Inc. | 54,737 | $1.07M | 0.0% | +5.8% | 0.025% | |
8/13/2025 | Baird Financial Group Inc. | 858,239 | $16.75M | 0.0% | +8.5% | 0.395% | |
8/13/2025 | Invesco Ltd. | 2,994,075 | $58.44M | 0.0% | +16.0% | 1.377% | |
8/13/2025 | CW Advisors LLC | 40,302 | $787K | 0.0% | +5.5% | 0.019% | |
8/13/2025 | River Wealth Advisors LLC | 119,488 | $2.33M | 0.3% | +11.8% | 0.055% | |
8/13/2025 | AMJ Financial Wealth Management | 252,540 | $4.93M | 1.2% | +1.0% | 0.116% | |
8/13/2025 | VestGen Advisors LLC | 369,343 | $7.22M | 0.3% | +2.0% | 0.170% | |
8/13/2025 | Lido Advisors LLC | 62,002,093 | $1.21B | 4.7% | -1.8% | 28.507% | |
8/13/2025 | Denver Wealth Management Inc. | 28,170 | $550K | 0.2% | -7.9% | 0.013% | |
8/13/2025 | Colonial Trust Advisors | 235,510 | $4.60M | 0.4% | +8.5% | 0.108% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 469,248 | $9.16M | 0.0% | +7.0% | 0.216% | |
8/13/2025 | Vermillion & White Wealth Management Group LLC | 32,370 | $632K | 0.4% | -27.1% | 0.015% | |
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8/13/2025 | Farnam Financial LLC | 195,353 | $3.81M | 3.4% | +20.4% | 0.090% | |
8/12/2025 | Richmond Investment Services LLC | 10,146 | $198K | 0.0% | N/A | 0.005% | |
8/12/2025 | J.W. Cole Advisors Inc. | 127,007 | $2.48M | 0.1% | +9.5% | 0.058% | |
8/12/2025 | Laurel Wealth Advisors LLC | 3,040,907 | $59.36M | 0.0% | +1,856.5% | 1.398% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 43,007 | $839K | 0.0% | -6.0% | 0.020% | |
8/12/2025 | Kaye Capital Management | 261,323 | $5.10M | 2.0% | +179.4% | 0.120% | |
8/12/2025 | Cynosure Group LLC | 43,751 | $854K | 0.1% | -9.1% | 0.020% | |
8/12/2025 | Kohmann Bosshard Financial Services LLC | 89,404 | $1.75M | 0.2% | -1.4% | 0.041% | |
8/12/2025 | Franklin Resources Inc. | 23,768 | $464K | 0.0% | -41.2% | 0.011% | |
8/12/2025 | MAI Capital Management | 2,548,276 | $49.74M | 0.3% | -3.3% | 1.172% | |
8/12/2025 | JPMorgan Chase & Co. | 14,752 | $288K | 0.0% | -24.8% | 0.007% | |
8/11/2025 | Aspen Investment Management Inc | 141,285 | $2.76M | 1.2% | +24.5% | 0.065% | |
8/11/2025 | Cordatus Wealth Management LLC | 19,436 | $379K | 0.1% | +23.5% | 0.009% | |
8/11/2025 | Pinnacle Financial Group LLC IL | 119,659 | $2.34M | 0.8% | +0.7% | 0.055% | |
8/8/2025 | Avantax Advisory Services Inc. | 181,725 | $3.55M | 0.0% | -18.6% | 0.084% | |
8/8/2025 | ProVise Management Group LLC | 201,291 | $3.93M | 0.3% | +1.3% | 0.093% | |
8/8/2025 | Sculati Wealth Management LLC | 11,749 | $229K | 0.1% | -50.3% | 0.005% | |
8/8/2025 | Cetera Investment Advisers | 365,691 | $7.14M | 0.0% | +20.4% | 0.168% | |
8/8/2025 | Creative Planning | 143,367 | $2.80M | 0.0% | -6.5% | 0.066% | |
8/8/2025 | Meridian Wealth Management LLC | 49,833 | $973K | 0.0% | +12.9% | 0.023% | |
8/8/2025 | Financial Life Planners | 34,715 | $678K | 0.6% | +4.0% | 0.016% | |
8/8/2025 | Good Life Advisors LLC | 59,121 | $1.15M | 0.1% | -21.7% | 0.027% | |
8/7/2025 | Montag A & Associates Inc. | 88,934 | $1.74M | 0.1% | -7.8% | 0.041% | |
8/7/2025 | 49 Wealth Management LLC | 457,583 | $8.93M | 0.9% | -15.9% | 0.210% | |
8/7/2025 | Retirement Solution LLC | 14,612 | $285K | 0.1% | +20.1% | 0.007% | |
8/7/2025 | Allworth Financial LP | 261,968 | $5.11M | 0.0% | -0.7% | 0.120% | |
8/7/2025 | Addison Advisors LLC | 119,902 | $2.34M | 0.6% | -45.5% | 0.055% | |
8/7/2025 | Davis R M Inc. | 1,324,108 | $25.85M | 0.5% | +4.2% | 0.609% | |
8/7/2025 | SFE Investment Counsel | 207,372 | $4.05M | 0.7% | +1.3% | 0.095% | |
8/7/2025 | Midwest Trust Co | 21,716 | $424K | 0.0% | N/A | 0.010% | |
8/6/2025 | Prospera Financial Services Inc | 160,456 | $3.13M | 0.1% | +5.9% | 0.074% | |
8/6/2025 | AE Wealth Management LLC | 1,489 | $29K | 0.0% | +372.7% | 0.001% | |
8/6/2025 | Rovin Capital UT ADV | 177,601 | $3.47M | 1.1% | -10.7% | 0.082% | |
8/6/2025 | ETF Store Inc. | 17,397 | $340K | 0.4% | -3.9% | 0.008% | |
8/6/2025 | Savant Capital LLC | 22,592 | $441K | 0.0% | +4.7% | 0.010% | |
8/6/2025 | Souders Financial Advisors | 252,482 | $4.93M | 0.6% | +4.7% | 0.116% | |
8/6/2025 | Atlantic Union Bankshares Corp | 543,756 | $10.61M | 0.2% | +5.6% | 0.250% | |
8/6/2025 | SNS Financial Group LLC | 1,724,593 | $33.66M | 3.2% | +0.6% | 0.793% | |
8/6/2025 | RFG Bristol Wealth Advisors LLC | 33,166 | $647K | 0.2% | +136.2% | 0.015% | |
8/5/2025 | Fourth Dimension Wealth LLC | 12,203 | $238K | 0.1% | +993.5% | 0.006% | |
8/5/2025 | Blue Barn Wealth LLC | 149,433 | $2.94M | 1.4% | +2.0% | 0.069% | |
8/5/2025 | Ellevest Inc. | 123,978 | $2.42M | 0.4% | +4.7% | 0.057% | |
8/5/2025 | Claro Advisors LLC | 46,139 | $901K | 0.1% | +46.5% | 0.021% | |
8/5/2025 | Pacific Wealth Strategies Group Inc. | 110,015 | $2.15M | 1.4% | +92.1% | 0.051% | |
8/5/2025 | Continuum Wealth Advisors LLC | 15,174 | $296K | 0.1% | N/A | 0.007% | |
8/5/2025 | Harel Insurance Investments & Financial Services Ltd. | 29,863 | $583K | 0.0% | +14.3% | 0.014% | |
8/5/2025 | American Institute for Advanced Investment Management LLP | 34,693 | $677K | 0.5% | +7.3% | 0.016% | |
8/5/2025 | Hills Bank & Trust Co | 2,711,978 | $52.94M | 3.3% | +0.3% | 1.247% | |
8/5/2025 | Summit Investment Advisory Services LLC | 250,941 | $4.90M | 4.2% | N/A | 0.115% | |
8/4/2025 | AlphaStar Capital Management LLC | 274,916 | $5.37M | 0.4% | +10.7% | 0.126% | |
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8/4/2025 | ArborFi Advisors LLC | 59,223 | $1.16M | 1.0% | +1.3% | 0.027% | |
8/4/2025 | Atria Investments Inc | 134,922 | $2.63M | 0.0% | -0.7% | 0.062% | |
8/4/2025 | Savvy Advisors Inc. | 24,210 | $473K | 0.0% | +54.1% | 0.011% | |
8/4/2025 | Arkadios Wealth Advisors | 42,259 | $825K | 0.0% | +21.6% | 0.019% | |
8/1/2025 | Redmond Asset Management LLC | 68,671 | $1.34M | 0.3% | +7.1% | 0.032% | |
8/1/2025 | Clark Asset Management LLC | 752,055 | $14.68M | 2.0% | +22.0% | 0.346% | |
8/1/2025 | Koss Olinger Consulting LLC | 43,999 | $859K | 0.1% | -9.7% | 0.020% | |
8/1/2025 | First Command Advisory Services Inc. | 63,222 | $1.23M | 0.0% | +15.7% | 0.029% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,011,401 | $19.74M | 0.0% | +2.7% | 0.466% | |
7/31/2025 | Optimum Investment Advisors | 13,600 | $265K | 0.1% | +60.0% | 0.006% | |