9/4/2025 | Osaic Holdings Inc. | 1,175,359 | $51.59M | 0.1% | -15.4% | 1.537% | |
8/29/2025 | Centaurus Financial Inc. | 132,171 | $5.80M | 0.3% | -4.5% | 0.173% | |
8/27/2025 | Orion Porfolio Solutions LLC | 54,442 | $2.39M | 0.0% | -11.1% | 0.071% | |
8/26/2025 | Thrivent Financial for Lutherans | 28,379 | $1.25M | 0.0% | -97.3% | 0.037% | |
8/26/2025 | Claris Financial LLC | 26,813 | $1.18M | 0.9% | -15.6% | 0.035% | |
8/20/2025 | Coppell Advisory Solutions LLC | 120,142 | $5.25M | 0.6% | -62.5% | 0.157% | |
8/19/2025 | Advisory Services Network LLC | 13,818 | $602K | 0.0% | +28.6% | 0.018% | |
8/18/2025 | Geneos Wealth Management Inc. | 540,649 | $23.73M | 0.6% | +181.1% | 0.707% | |
8/15/2025 | Global View Capital Management LLC | 58,055 | $2.55M | 0.8% | -0.9% | 0.076% | |
8/15/2025 | Equitable Holdings Inc. | 82,447 | $3.62M | 0.0% | +13.0% | 0.108% | |
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8/15/2025 | FSB Premier Wealth Management Inc. | 115,462 | $5.07M | 1.8% | -10.3% | 0.151% | |
8/15/2025 | Visionary Wealth Advisors | 75,656 | $3.32M | 0.2% | -20.9% | 0.099% | |
8/15/2025 | Snowden Capital Advisors LLC | 76,685 | $3.37M | 0.1% | -3.7% | 0.100% | |
8/15/2025 | Orion Porfolio Solutions LLC | 54,442 | $2.39M | 0.0% | -11.1% | 0.071% | |
8/15/2025 | MML Investors Services LLC | 226,889 | $9.96M | 0.0% | +18.1% | 0.297% | |
8/15/2025 | EP Wealth Advisors LLC | 76,810 | $3.37M | 0.0% | N/A | 0.100% | |
8/15/2025 | Benjamin Edwards Inc. | 121,401 | $5.33M | 0.1% | +21.1% | 0.159% | |
8/15/2025 | Bank of America Corp DE | 738,055 | $32.39M | 0.0% | -22.0% | 0.965% | |
8/15/2025 | Ameriprise Financial Inc. | 2,828,195 | $124.11M | 0.0% | +105.9% | 3.699% | |
8/14/2025 | CLG LLC | 23,792 | $1.04M | 0.3% | -21.2% | 0.031% | |
8/14/2025 | Jane Street Group LLC | 162,690 | $7.14M | 0.0% | +4.7% | 0.213% | |
8/14/2025 | Ausdal Financial Partners Inc. | 28,559 | $1.25M | 0.1% | +22.8% | 0.037% | |
8/14/2025 | Raymond James Financial Inc. | 2,723,404 | $119.53M | 0.0% | -17.1% | 3.562% | |
8/14/2025 | Darwin Wealth Management LLC | 77,179 | $3.39M | 1.2% | N/A | 0.101% | |
8/14/2025 | Betterment LLC | 74,432 | $3.27M | 0.0% | +3.4% | 0.097% | |
8/14/2025 | Diversify Advisory Services LLC | 15,897 | $698K | 0.0% | -2.6% | 0.021% | |
8/14/2025 | NewEdge Advisors LLC | 479,228 | $21.03M | 0.1% | -30.9% | 0.627% | |
8/14/2025 | Qube Research & Technologies Ltd | 4,900 | $215K | 0.0% | +805.7% | 0.006% | |
8/14/2025 | Acorn Wealth Advisors LLC | 37,391 | $1.64M | 0.6% | -1.4% | 0.049% | |
8/14/2025 | Cerity Partners LLC | 5,654 | $248K | 0.0% | -39.7% | 0.007% | |
8/13/2025 | Per Stirling Capital Management LLC. | 321,180 | $14.10M | 1.8% | +5.8% | 0.420% | |
8/13/2025 | StoneX Group Inc. | 20,201 | $887K | 0.0% | -14.9% | 0.026% | |
8/13/2025 | Flow Traders U.S. LLC | 107,154 | $4.70M | 0.2% | +336.8% | 0.140% | |
8/13/2025 | Gateway Wealth Partners LLC | 29,051 | $1.28M | 0.2% | -41.5% | 0.038% | |
8/13/2025 | Baird Financial Group Inc. | 351,178 | $15.41M | 0.0% | -30.6% | 0.459% | |
8/13/2025 | First Trust Advisors LP | 135,379 | $5.94M | 0.0% | +5.2% | 0.177% | |
8/13/2025 | Elios Financial Group Inc. | 471,877 | $20.71M | 9.4% | -3.9% | 0.617% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 195,132 | $8.57M | 2.8% | -6.9% | 0.255% | |
8/13/2025 | Beacon Pointe Advisors LLC | 33,935 | $1.49M | 0.0% | +1.5% | 0.044% | |
8/13/2025 | Holos Integrated Wealth LLC | 20,568 | $902K | 0.5% | -24.2% | 0.027% | |
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8/13/2025 | Northwestern Mutual Wealth Management Co. | 164,783 | $7.23M | 0.0% | -0.8% | 0.216% | |
8/13/2025 | Maia Wealth LLC | 43,048 | $1.89M | 0.4% | -7.9% | 0.056% | |
8/12/2025 | J.W. Cole Advisors Inc. | 7,474 | $328K | 0.0% | +5.5% | 0.010% | |
8/12/2025 | Richmond Investment Services LLC | 26,758 | $1.17M | 0.2% | +102.4% | 0.035% | |
8/12/2025 | Financial Advocates Investment Management | 20,963 | $920K | 0.1% | -84.4% | 0.027% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 52,553 | $2.31M | 0.0% | -87.4% | 0.069% | |
8/12/2025 | CreativeOne Wealth LLC | 67,340 | $2.96M | 0.1% | +62.6% | 0.088% | |
8/12/2025 | Global Retirement Partners LLC | 8,788 | $386K | 0.0% | N/A | 0.011% | |
8/12/2025 | TCP Asset Management LLC | 354,144 | $15.54M | 3.1% | +3.2% | 0.463% | |
8/12/2025 | Entruity Wealth LLC | 14,614 | $641K | 0.5% | +6.4% | 0.019% | |
8/12/2025 | Cozad Asset Management Inc. | 6,503 | $285K | 0.0% | -61.4% | 0.009% | |
8/12/2025 | Archer Investment Corp | 90,489 | $3.97M | 0.9% | +1.4% | 0.118% | |
8/12/2025 | JPMorgan Chase & Co. | 899 | $39K | 0.0% | -95.1% | 0.001% | |
8/12/2025 | GDS Wealth Management | 461,858 | $20.27M | 1.5% | +5.9% | 0.604% | |
8/11/2025 | United Advisor Group LLC | 24,311 | $1.07M | 0.2% | -5.1% | 0.032% | |
8/8/2025 | Rockefeller Capital Management L.P. | 142,500 | $6.25M | 0.0% | +776.4% | 0.186% | |
8/8/2025 | Kingsview Wealth Management LLC | 102,169 | $4.48M | 0.1% | -17.0% | 0.134% | |
8/8/2025 | Collaborative Wealth Managment Inc. | 15,693 | $689K | 0.3% | -23.8% | 0.021% | |
8/8/2025 | Avantax Advisory Services Inc. | 298,695 | $13.11M | 0.1% | -18.0% | 0.391% | |
8/8/2025 | Cetera Investment Advisers | 729,977 | $32.04M | 0.1% | -18.1% | 0.955% | |
8/8/2025 | Creative Planning | 24,048 | $1.06M | 0.0% | -37.2% | 0.031% | |
8/8/2025 | CFO4Life Group LLC | 82,195 | $3.61M | 0.6% | -11.1% | 0.108% | |
8/8/2025 | Intrua Financial LLC | 45,700 | $2.01M | 0.3% | -30.4% | 0.060% | |
8/8/2025 | Beck Bode LLC | 14,889 | $653K | 0.1% | -52.5% | 0.019% | |
8/7/2025 | Fagan Associates Inc. | 80,306 | $3.53M | 0.5% | -2.2% | 0.105% | |
8/7/2025 | Allworth Financial LP | 6,049 | $266K | 0.0% | -3.9% | 0.008% | |
8/7/2025 | PFG Advisors | 52,829 | $2.32M | 0.1% | -21.1% | 0.069% | |
8/7/2025 | Alpha Financial Advisors LLC | 340,242 | $14.93M | 5.8% | +0.1% | 0.445% | |
8/6/2025 | Prospera Financial Services Inc | 533,687 | $23.43M | 0.4% | +12.3% | 0.698% | |
8/6/2025 | Cannon Financial Strategists Inc. | 62,129 | $2.73M | 0.4% | -16.7% | 0.081% | |
8/6/2025 | AE Wealth Management LLC | 50,228 | $2.21M | 0.0% | -17.9% | 0.066% | |
8/6/2025 | Walkner Condon Financial Advisors LLC | 18,444 | $809K | 0.1% | -6.2% | 0.024% | |
8/6/2025 | LeClair Wealth Partners LLC | 513,808 | $22.55M | 15.3% | +13.3% | 0.672% | |
8/6/2025 | Golden State Wealth Management LLC | 51,751 | $2.27M | 0.3% | -3.8% | 0.068% | |
8/6/2025 | ROI Financial Advisors LLC | 4,642 | $204K | 0.1% | N/A | 0.006% | |
8/6/2025 | First Horizon Advisors Inc. | 92,917 | $4.08M | 0.1% | +5.3% | 0.122% | |
8/6/2025 | Csenge Advisory Group | 54,336 | $2.36M | 0.1% | -1.4% | 0.071% | |
8/5/2025 | NewSquare Capital LLC | 37,174 | $1.63M | 0.1% | +23.0% | 0.049% | |
8/5/2025 | BCGM Wealth Management LLC | 75,570 | $3.32M | 0.9% | +2.2% | 0.099% | |
8/5/2025 | Sigma Planning Corp | 56,906 | $2.50M | 0.1% | -24.4% | 0.074% | |
8/5/2025 | Integrity Financial Corp WA | 2,103 | $92K | 0.0% | -21.3% | 0.003% | |
8/4/2025 | Great Lakes Retirement Inc. | 594,414 | $26.09M | 3.1% | +0.7% | 0.778% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 37,897 | $1.66M | 0.1% | -2.8% | 0.050% | |
8/4/2025 | Creekmur Asset Management LLC | 3,796 | $167K | 0.0% | -96.9% | 0.005% | |
8/4/2025 | IFG Advisory LLC | 36,050 | $1.58M | 0.1% | -9.4% | 0.047% | |
8/4/2025 | Atria Investments Inc | 536,175 | $23.53M | 0.3% | -8.6% | 0.701% | |
8/4/2025 | Savvy Advisors Inc. | 12,067 | $530K | 0.0% | -9.2% | 0.016% | |
8/4/2025 | Assetmark Inc. | 91,814 | $4.03M | 0.0% | +14.0% | 0.120% | |
8/4/2025 | Spire Wealth Management | 14,114 | $619K | 0.0% | -79.1% | 0.018% | |
8/4/2025 | World Investment Advisors | 73,957 | $3.25M | 0.1% | -7.3% | 0.097% | |
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8/1/2025 | Advisory Alpha LLC | 20,053 | $880K | 0.0% | -16.2% | 0.026% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 90,823 | $3.99M | 0.1% | -2.7% | 0.119% | |
8/1/2025 | Signature Wealth Management Group | 42,512 | $1.87M | 0.7% | -1.5% | 0.056% | |
8/1/2025 | Envestnet Asset Management Inc. | 2,161,343 | $94.86M | 0.0% | +5.5% | 2.827% | |
7/31/2025 | Opes Wealth Management LLC | 209,809 | $9.21M | 1.6% | -3.0% | 0.274% | |
7/30/2025 | Strategic Blueprint LLC | 7,177 | $315K | 0.0% | -12.3% | 0.009% | |
7/30/2025 | Family Capital Management Inc. | 87,770 | $3.85M | 2.0% | +2.3% | 0.115% | |
7/30/2025 | Brookstone Capital Management | 28,357 | $1.25M | 0.0% | +5.9% | 0.037% | |
7/30/2025 | Retirement Planning Group LLC | 55,799 | $2.45M | 0.1% | +17.6% | 0.073% | |
7/30/2025 | D.A. Davidson & CO. | 47,611 | $2.09M | 0.0% | -18.8% | 0.062% | |