10/14/2025 | Apeiron RIA LLC | 226,797 | $10.62M | 2.4% | -5.3% | 0.032% | |
10/14/2025 | Able Wealth Management LLC | 63,403 | $2.96M | 1.1% | +18.6% | 0.009% | |
10/14/2025 | Stash Investments LLC | 870,082 | $40.64M | 17.5% | +8.6% | 0.123% | |
10/14/2025 | Farther Finance Advisors LLC | 1,537,501 | $71.82M | 1.1% | -38.2% | 0.217% | |
10/14/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 79,312 | $3.71M | 0.7% | -39.7% | 0.011% | |
10/14/2025 | Elevation Wealth Partners LLC | 615,627 | $28.76M | 10.3% | +2.4% | 0.087% | |
10/14/2025 | Security Financial Services INC. | 195,830 | $9.15M | 1.5% | -14.3% | 0.028% | |
10/14/2025 | HBK Sorce Advisory LLC | 94,456 | $4.41M | 0.1% | N/A | 0.013% | |
10/14/2025 | LongView Wealth Management | 9,770 | $456K | 0.1% | -4.3% | 0.001% | |
10/14/2025 | PFW Advisors LLC | 128,921 | $6.02M | 1.8% | +0.2% | 0.018% | |
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10/14/2025 | Foster Group Inc. | 30,716 | $1.44M | 0.0% | -1.5% | 0.004% | |
10/10/2025 | Fifth Third Securities Inc. | 34,310 | $1.60M | 0.1% | +28.1% | 0.005% | |
10/10/2025 | Spinnaker Investment Group LLC | 10,102 | $472K | 0.1% | N/A | 0.001% | |
10/10/2025 | Sound Income Strategies LLC | 27,614 | $1.29M | 0.1% | +12.8% | 0.004% | |
10/10/2025 | FC Advisory LLC | 64,253 | $3.00M | 0.9% | +0.7% | 0.009% | |
10/10/2025 | Corsicana & Co. | 4,387 | $205K | 0.1% | N/A | 0.001% | |
10/10/2025 | Sharkey Howes & Javer | 1,097,828 | $51.28M | 6.6% | -15.7% | 0.155% | |
10/10/2025 | Quotient Wealth Partners LLC | 38,538 | $1.80M | 0.0% | -4.4% | 0.005% | |
10/10/2025 | Focus Financial Network Inc. | 161,954 | $7.57M | 0.3% | +0.4% | 0.023% | |
10/10/2025 | Signal Advisors Wealth LLC | 62,599 | $2.92M | 0.3% | -16.1% | 0.009% | |
10/9/2025 | Secure Asset Management LLC | 36,691 | $1.71M | 0.3% | +70.6% | 0.005% | |
10/9/2025 | AdvisorNet Financial Inc | 12,953 | $605K | 0.0% | -15.1% | 0.002% | |
10/9/2025 | Centurion Wealth Management LLC | 154,756 | $7.23M | 1.6% | -8.6% | 0.022% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 371,360 | $17.35M | 0.5% | -0.2% | 0.052% | |
10/9/2025 | Bay Harbor Wealth Management LLC | 448,194 | $20.94M | 5.7% | -12.8% | 0.063% | |
10/9/2025 | Affinity Capital Advisors LLC | 1,303,758 | $60.90M | 9.4% | +8.5% | 0.184% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 15,252 | $712K | 0.0% | +7.2% | 0.002% | |
10/9/2025 | Prosperity Planning Inc. | 10,596 | $495K | 0.1% | -15.0% | 0.001% | |
10/8/2025 | New Capital Management LP | 182,577 | $8.53M | 2.2% | +22.3% | 0.026% | |
10/8/2025 | Patriot Financial Group Insurance Agency LLC | 93,987 | $4.39M | 0.6% | -20.3% | 0.013% | |
10/8/2025 | RDA Financial Network | 30,489 | $1.42M | 0.4% | -18.6% | 0.004% | |
10/8/2025 | Firethorn Wealth Partners LLC | 68,938 | $3.22M | 1.3% | -14.7% | 0.010% | |
10/8/2025 | Retirement Wealth Solutions LLC | 65,262 | $3.05M | 2.0% | -10.8% | 0.009% | |
10/8/2025 | Ignite Planners LLC | 104,715 | $4.89M | 0.8% | -3.9% | 0.015% | |
10/8/2025 | KWB Wealth | 489,688 | $22.64M | 2.5% | +8.6% | 0.069% | |
10/8/2025 | Balefire LLC | 4,921 | $230K | 0.0% | N/A | 0.001% | |
10/8/2025 | Beacon Financial Group | 8,567 | $400K | 0.0% | -3.2% | 0.001% | |
10/7/2025 | Cooper Financial Group | 42,678 | $1.99M | 0.2% | -1.7% | 0.006% | |
10/7/2025 | Montecito Bank & Trust | 60,598 | $2.83M | 0.4% | N/A | 0.009% | |
10/7/2025 | Heritage Family Offices LLP | 22,202 | $1.04M | 0.5% | -1.6% | 0.003% | |
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10/7/2025 | Team Financial Group LLC | 619 | $29K | 0.0% | +54.4% | 0.000% | |
10/3/2025 | KFA Private Wealth Group LLC | 54,976 | $2.57M | 0.7% | +2.4% | 0.008% | |
10/3/2025 | Dentgroup LLC | 50,757 | $2.37M | 1.5% | +20.1% | 0.007% | |
10/2/2025 | Central Pacific Bank Trust Division | 334,286 | $15.61M | 1.9% | -14.7% | 0.046% | |
10/2/2025 | Investors Research Corp | 1,391 | $65K | 0.0% | +111.7% | 0.000% | |
9/26/2025 | Corient Private Wealth LLC | 531,374 | $24.57M | 0.0% | +6.9% | 0.074% | |
9/22/2025 | GatePass Capital LLC | 36,237 | $1.68M | 1.1% | -17.6% | 0.005% | |
9/8/2025 | Alternative Investment Advisors LLC. | 75,919 | $3.51M | 1.7% | -5.2% | 0.011% | |
9/3/2025 | American Trust | 10,457 | $483K | 0.0% | N/A | 0.001% | |
8/29/2025 | Evolution Wealth Management Inc. | 2,440 | $113K | 0.1% | N/A | 0.000% | |
8/29/2025 | Centaurus Financial Inc. | 8,793 | $406K | 0.0% | -4.1% | 0.001% | |
8/27/2025 | Barnes Wealth Management Group Inc | 181,594 | $8.40M | 5.0% | -1.9% | 0.025% | |
8/27/2025 | Orion Porfolio Solutions LLC | 824,495 | $38.12M | 0.3% | +39.1% | 0.114% | |
8/27/2025 | Seneca Financial Advisors LLC | 59,930 | $2.77M | 1.1% | +68.4% | 0.008% | |
8/26/2025 | Thrivent Financial for Lutherans | 54,029 | $2.50M | 0.0% | -96.5% | 0.007% | |
8/25/2025 | Fulcrum Equity Management | 13,311 | $615K | 0.6% | -22.1% | 0.002% | |
8/22/2025 | TT Capital Management LLC | 6,930 | $316K | 0.1% | N/A | 0.001% | |
8/20/2025 | Coppell Advisory Solutions LLC | 331,643 | $15.28M | 1.8% | N/A | 0.046% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 138,944 | $6.42M | 0.3% | N/A | 0.019% | |
8/19/2025 | Cape Investment Advisory Inc. | 21,064 | $974K | 0.4% | +7.5% | 0.003% | |
8/19/2025 | Advisory Services Network LLC | 175,858 | $8.09M | 0.1% | -1.7% | 0.024% | |
8/19/2025 | Anchor Investment Management LLC | 1,112 | $51K | 0.0% | N/A | 0.000% | |
8/18/2025 | Old North State Trust LLC | 50,696 | $2.34M | 1.6% | -82.2% | 0.007% | |
8/18/2025 | N.E.W. Advisory Services LLC | 547 | $25K | 0.0% | -50.0% | 0.000% | |
8/18/2025 | Geneos Wealth Management Inc. | 40,166 | $1.86M | 0.0% | -7.5% | 0.006% | |
8/18/2025 | Hershey Financial Advisers LLC | 19,352 | $895K | 0.8% | N/A | 0.003% | |
8/18/2025 | Kestra Investment Management LLC | 3,752,017 | $173.46M | 5.2% | -9.3% | 0.520% | |
8/16/2025 | Parr Mcknight Wealth Management Group LLC | 360,569 | $16.67M | 2.3% | -9.9% | 0.050% | |
8/15/2025 | High Falls Advisors Inc | 1,117,344 | $51.66M | 11.4% | -9.2% | 0.155% | |
8/15/2025 | First Heartland Consultants Inc. | 101,388 | $4.69M | 0.4% | +18.5% | 0.014% | |
8/15/2025 | Semmax Financial Advisors Inc. | 23,927 | $1.10M | 0.3% | -14.2% | 0.003% | |
8/15/2025 | Corient Private Wealth LLC | 531,374 | $24.57M | 0.0% | +6.9% | 0.074% | |
8/15/2025 | Captrust Financial Advisors | 58,749 | $2.72M | 0.0% | +7.2% | 0.008% | |
8/15/2025 | Visionary Wealth Advisors | 10,982 | $508K | 0.0% | -75.0% | 0.002% | |
8/15/2025 | Two Sigma Securities LLC | 35,948 | $1.66M | 0.2% | +714.0% | 0.005% | |
8/15/2025 | Smartleaf Asset Management LLC | 57,726 | $2.66M | 0.2% | +29.1% | 0.008% | |
8/15/2025 | Snowden Capital Advisors LLC | 139,203 | $6.44M | 0.2% | -14.7% | 0.019% | |
8/15/2025 | Redwood Investment Management LLC | 91,163 | $4.21M | 0.4% | -31.9% | 0.013% | |
8/15/2025 | Orion Porfolio Solutions LLC | 43,780 | $2.02M | 0.0% | -92.6% | 0.006% | |
8/15/2025 | MML Investors Services LLC | 8,180,461 | $378.18M | 1.1% | -2.1% | 1.134% | |
8/15/2025 | Modern Wealth Management LLC | 595,085 | $27.51M | 0.7% | -15.5% | 0.083% | |
8/15/2025 | IHT Wealth Management LLC | 11,518 | $532K | 0.0% | -45.9% | 0.002% | |
8/15/2025 | Great Valley Advisor Group Inc. | 9,352 | $432K | 0.0% | -31.7% | 0.001% | |
8/15/2025 | Gallagher Fiduciary Advisors LLC | 3,377,749 | $156.15M | 0.2% | +3,595.7% | 0.468% | |
8/15/2025 | EP Wealth Advisors LLC | 161,712 | $7.48M | 0.0% | +2,187.6% | 0.022% | |
8/15/2025 | Benjamin Edwards Inc. | 20,888 | $966K | 0.0% | +24.5% | 0.003% | |
8/15/2025 | Bank of America Corp DE | 2,394,661 | $110.71M | 0.0% | -10.9% | 0.332% | |
8/15/2025 | Ameriprise Financial Inc. | 10,935,323 | $505.18M | 0.1% | +0.7% | 1.516% | |
8/14/2025 | Ausdal Financial Partners Inc. | 15,049 | $696K | 0.0% | +47.5% | 0.002% | |
8/14/2025 | Raymond James Financial Inc. | 4,104,642 | $189.76M | 0.1% | +1.2% | 0.569% | |
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8/14/2025 | Diversify Advisory Services LLC | 143,682 | $6.63M | 0.3% | -23.6% | 0.020% | |
8/14/2025 | HUB Investment Partners LLC | 18,371 | $849K | 0.0% | -10.8% | 0.003% | |
8/14/2025 | NewEdge Advisors LLC | 2,712,133 | $125.38M | 0.6% | -2.3% | 0.376% | |
8/14/2025 | Qube Research & Technologies Ltd | 3,609 | $167K | 0.0% | N/A | 0.001% | |
8/14/2025 | Sentinus LLC | 180,299 | $8.34M | 2.0% | -8.7% | 0.025% | |
8/14/2025 | Transce3nd LLC | 6,606 | $305K | 0.1% | -16.9% | 0.001% | |
8/14/2025 | Vertex Planning Partners LLC | 138,858 | $6.42M | 1.3% | -16.1% | 0.019% | |
8/14/2025 | Baker Avenue Asset Management LP | 1,252,992 | $57.93M | 1.6% | +2.5% | 0.174% | |
8/14/2025 | Balance Wealth LLC | 55,725 | $2.58M | 1.5% | +5.6% | 0.008% | |
8/14/2025 | Cerity Partners LLC | 176,595 | $8.16M | 0.0% | -0.4% | 0.024% | |