8/27/2025 | Orion Porfolio Solutions LLC | 15,356 | $919K | 0.0% | +3.5% | 0.015% | |
8/26/2025 | Claris Financial LLC | 49,607 | $2.97M | 2.2% | -18.5% | 0.048% | |
8/20/2025 | Coppell Advisory Solutions LLC | 298,967 | $17.96M | 2.2% | +3.3% | 0.287% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 34,707 | $2.08M | 0.1% | N/A | 0.033% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 450 | $27K | 0.0% | +1,566.7% | 0.000% | |
8/19/2025 | Advisory Services Network LLC | 8,395 | $502K | 0.0% | -45.5% | 0.008% | |
8/18/2025 | Geneos Wealth Management Inc. | 31,873 | $1.91M | 0.0% | +43.2% | 0.031% | |
8/18/2025 | Front Row Advisors LLC | 9,100 | $547K | 0.2% | +82.0% | 0.009% | |
8/15/2025 | First Heartland Consultants Inc. | 49,724 | $2.98M | 0.3% | +39.5% | 0.048% | |
8/15/2025 | Brown Financial Advisors | 15,561 | $932K | 0.4% | -1.5% | 0.015% | |
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8/15/2025 | Corient Private Wealth LLC | 115,557 | $6.92M | 0.0% | N/A | 0.111% | |
8/15/2025 | Equitable Holdings Inc. | 120,893 | $7.24M | 0.1% | +10.4% | 0.116% | |
8/15/2025 | Captrust Financial Advisors | 15,224 | $911K | 0.0% | +117.5% | 0.015% | |
8/15/2025 | Snowden Capital Advisors LLC | 70,421 | $4.23M | 0.1% | +7.4% | 0.068% | |
8/15/2025 | Orion Porfolio Solutions LLC | 15,356 | $919K | 0.0% | +3.5% | 0.015% | |
8/15/2025 | MML Investors Services LLC | 136,085 | $8.15M | 0.0% | -29.9% | 0.131% | |
8/15/2025 | IHT Wealth Management LLC | 26,968 | $1.62M | 0.0% | +16.8% | 0.026% | |
8/15/2025 | Great Valley Advisor Group Inc. | 86,724 | $5.19M | 0.1% | +5.5% | 0.083% | |
8/15/2025 | Curi Capital LLC | 4,021 | $242K | 0.0% | N/A | 0.004% | |
8/15/2025 | Benjamin Edwards Inc. | 85,993 | $5.15M | 0.1% | -0.3% | 0.083% | |
8/15/2025 | BNP Paribas Financial Markets | 43,630 | $2.61M | 0.0% | +6.8% | 0.042% | |
8/15/2025 | Bank of America Corp DE | 2,501,150 | $149.74M | 0.0% | +4.6% | 2.401% | |
8/14/2025 | Jane Street Group LLC | 64,188 | $3.84M | 0.0% | N/A | 0.062% | |
8/14/2025 | Ausdal Financial Partners Inc. | 89,006 | $5.33M | 0.4% | -10.0% | 0.085% | |
8/14/2025 | Raymond James Financial Inc. | 2,586,908 | $154.88M | 0.1% | -19.0% | 2.484% | |
8/14/2025 | Darwin Wealth Management LLC | 15,124 | $905K | 0.3% | N/A | 0.015% | |
8/14/2025 | Main Street Financial Solutions LLC | 12,145 | $727K | 0.1% | -9.7% | 0.012% | |
8/14/2025 | NewEdge Advisors LLC | 327,247 | $19.59M | 0.1% | +11.3% | 0.314% | |
8/14/2025 | Cary Street Partners Financial LLC | 27,103 | $1.62M | 0.0% | +26.6% | 0.026% | |
8/14/2025 | Cerity Partners LLC | 170,079 | $10.66M | 0.0% | -4.3% | 0.163% | |
8/13/2025 | Avestar Capital LLC | 91,001 | $5.46M | 0.4% | +20.7% | 0.087% | |
8/13/2025 | StoneX Group Inc. | 84,749 | $5.09M | 0.2% | -22.2% | 0.081% | |
8/13/2025 | Cresset Asset Management LLC | 29,254 | $1.76M | 0.0% | +82.4% | 0.028% | |
8/13/2025 | Proactive Wealth Strategies LLC | 65,663 | $3.93M | 1.9% | +2.3% | 0.063% | |
8/13/2025 | Gateway Wealth Partners LLC | 28,327 | $1.70M | 0.3% | +8.2% | 0.027% | |
8/13/2025 | GeoWealth Management LLC | 29,255 | $1.75M | 0.1% | -18.6% | 0.028% | |
8/13/2025 | Baird Financial Group Inc. | 217,045 | $12.99M | 0.0% | -22.8% | 0.208% | |
8/13/2025 | First Trust Advisors LP | 1,442,892 | $86.39M | 0.1% | +22.2% | 1.385% | |
8/13/2025 | EverSource Wealth Advisors LLC | 2,968 | $178K | 0.0% | +148,300.0% | 0.003% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 116,759 | $7.00M | 2.3% | +6.2% | 0.112% | |
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8/13/2025 | Beacon Pointe Advisors LLC | 46,509 | $2.79M | 0.0% | -6.3% | 0.045% | |
8/13/2025 | Trustmark Bank Trust Department | 60,459 | $3.62M | 0.3% | -0.5% | 0.058% | |
8/13/2025 | Stablepoint Partners LLC | 146,574 | $8.78M | 1.5% | +4.9% | 0.141% | |
8/13/2025 | Quadrature Capital Ltd | 12,041 | $721K | 0.0% | N/A | 0.012% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 183,347 | $10.98M | 0.0% | +5.5% | 0.176% | |
8/13/2025 | Maia Wealth LLC | 44,502 | $2.66M | 0.5% | -11.9% | 0.043% | |
8/12/2025 | J.W. Cole Advisors Inc. | 59,284 | $3.55M | 0.1% | +20.0% | 0.057% | |
8/12/2025 | Financial Advocates Investment Management | 44,668 | $2.67M | 0.2% | -28.9% | 0.043% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 393,876 | $23.58M | 0.2% | +108.1% | 0.378% | |
8/12/2025 | Weitzel Financial Services Inc. | 20,893 | $1.25M | 0.5% | +823.2% | 0.020% | |
8/12/2025 | Jaffetilchin Investment Partners LLC | 245,957 | $14.73M | 1.0% | +2.0% | 0.236% | |
8/12/2025 | CreativeOne Wealth LLC | 71,037 | $4.25M | 0.1% | +26.2% | 0.068% | |
8/12/2025 | Global Retirement Partners LLC | 6,552 | $392K | 0.0% | N/A | 0.006% | |
8/12/2025 | TCP Asset Management LLC | 338,581 | $20.27M | 4.0% | +4.2% | 0.325% | |
8/12/2025 | Del Sette Capital Management LLC | 4,346 | $260K | 0.2% | -9.8% | 0.004% | |
8/12/2025 | JPMorgan Chase & Co. | 161,039 | $9.64M | 0.0% | +10.7% | 0.155% | |
8/12/2025 | Wisconsin Wealth Advisors LLC | 21,287 | $1.27M | 1.5% | +4.7% | 0.020% | |
8/12/2025 | PKS Advisory Services LLC | 10,379 | $621K | 0.2% | +117.8% | 0.010% | |
8/12/2025 | GDS Wealth Management | 277,758 | $16.63M | 1.2% | -50.4% | 0.267% | |
8/11/2025 | FSC Wealth Advisors LLC | 199,678 | $11.96M | 7.3% | +0.1% | 0.192% | |
8/11/2025 | Perennial Investment Advisors LLC | 5,511 | $330K | 0.0% | -6.7% | 0.005% | |
8/11/2025 | Purus Wealth Management LLC | 37,206 | $2.23M | 0.8% | -2.1% | 0.036% | |
8/11/2025 | Inspire Advisors LLC | 4,750 | $284K | 0.0% | -35.0% | 0.005% | |
8/11/2025 | Chiron Capital Management LLC | 14,491 | $868K | 0.8% | -21.2% | 0.014% | |
8/11/2025 | Western Wealth Management LLC | 228,969 | $13.71M | 0.8% | -24.2% | 0.220% | |
8/8/2025 | MTM Investment Management LLC | 17,907 | $1.07M | 0.4% | -1.3% | 0.017% | |
8/8/2025 | Rockefeller Capital Management L.P. | 155,331 | $9.30M | 0.0% | +11.2% | 0.149% | |
8/8/2025 | Kingsview Wealth Management LLC | 394,678 | $23.63M | 0.4% | -4.6% | 0.379% | |
8/8/2025 | Avantax Advisory Services Inc. | 296,336 | $17.74M | 0.1% | +3.0% | 0.285% | |
8/8/2025 | Cetera Investment Advisers | 1,383,736 | $82.84M | 0.1% | -4.4% | 1.329% | |
8/8/2025 | Opinicus Capital Inc. | 13,092 | $784K | 0.6% | +173.5% | 0.013% | |
8/8/2025 | Foundations Investment Advisors LLC | 27,274 | $1.63M | 0.0% | -16.3% | 0.026% | |
8/8/2025 | Good Life Advisors LLC | 28,771 | $1.72M | 0.1% | -0.8% | 0.028% | |
8/8/2025 | Petix & Botte Co | 231,774 | $13.88M | 3.4% | +5.0% | 0.223% | |
8/8/2025 | Advyzon Investment Management LLC | 34,588 | $2.07M | 0.5% | -8.0% | 0.033% | |
8/7/2025 | Fund Evaluation Group LLC | 3,769 | $226K | 0.0% | N/A | 0.004% | |
8/7/2025 | PCG Wealth Advisors LLC | 95,196 | $5.70M | 2.9% | -10.1% | 0.091% | |
8/6/2025 | ZEGA Investments LLC | 49,935 | $2.99M | 0.4% | +2.3% | 0.048% | |
8/6/2025 | Prospera Financial Services Inc | 353,325 | $21.16M | 0.4% | +11.3% | 0.339% | |
8/6/2025 | AE Wealth Management LLC | 5,700 | $341K | 0.0% | -60.3% | 0.005% | |
8/6/2025 | Legacy Wealth Managment LLC ID | 9,779 | $585K | 0.3% | +82.3% | 0.009% | |
8/6/2025 | Capasso Planning Partners LLC | 199,991 | $11.97M | 6.8% | +11.6% | 0.192% | |
8/6/2025 | Wedbush Securities Inc. | 27,015 | $1.62M | 0.1% | +5.8% | 0.026% | |
8/6/2025 | Vestmark Advisory Solutions Inc. | 50,716 | $3.04M | 0.0% | +88.5% | 0.049% | |
8/6/2025 | Texas Yale Capital Corp. | 23,225 | $1.39M | 0.0% | -58.8% | 0.022% | |
8/6/2025 | Golden State Wealth Management LLC | 45,546 | $2.73M | 0.3% | -6.0% | 0.044% | |
8/6/2025 | Centerpoint Advisory Group | 12,992 | $778K | 0.7% | +2.1% | 0.012% | |
8/6/2025 | Csenge Advisory Group | 1,566,530 | $93.68M | 4.9% | +32.3% | 1.504% | |
8/6/2025 | TKG Advisors LLC | 155,332 | $9.30M | 4.2% | +170.5% | 0.149% | |
8/6/2025 | 360 Financial Inc. | 28,399 | $1.70M | 0.5% | +0.7% | 0.027% | |
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8/6/2025 | Cherry Creek Investment Advisors Inc. | 5,917 | $354K | 0.2% | -7.7% | 0.006% | |
8/5/2025 | GPS Wealth Strategies Group LLC | 52,536 | $3.15M | 0.4% | +6.8% | 0.050% | |
8/5/2025 | Prosperity Consulting Group LLC | 18,026 | $1.08M | 0.1% | -5.3% | 0.017% | |
8/5/2025 | Holistic Financial Partners | 7,611 | $456K | 0.2% | -37.7% | 0.007% | |
8/5/2025 | Bank of Montreal Can | 8,209 | $491K | 0.0% | +108.9% | 0.008% | |
8/5/2025 | Sigma Planning Corp | 91,132 | $5.46M | 0.2% | -7.3% | 0.088% | |
8/5/2025 | Sebold Capital Management Inc. | 65,457 | $3.92M | 2.4% | -21.6% | 0.063% | |
8/5/2025 | Kesler Norman & Wride LLC | 19,626 | $1.18M | 0.2% | -1.9% | 0.019% | |
8/4/2025 | Great Lakes Retirement Inc. | 41,723 | $2.51M | 0.3% | +10.9% | 0.040% | |
8/4/2025 | Integrity Alliance LLC. | 4,472 | $268K | 0.0% | -44.6% | 0.004% | |