8/27/2025 | Orion Porfolio Solutions LLC | 22,140 | $1.77M | 0.0% | -17.0% | 0.022% | |
8/19/2025 | Cape Investment Advisory Inc. | 1,296 | $104K | 0.0% | +116.4% | 0.001% | |
8/18/2025 | N.E.W. Advisory Services LLC | 9,059 | $726K | 0.1% | -42.4% | 0.009% | |
8/18/2025 | Hollencrest Capital Management | 178,361 | $14.29M | 0.6% | -1.2% | 0.177% | |
8/18/2025 | Hershey Financial Advisers LLC | 20,140 | $1.61M | 1.4% | N/A | 0.020% | |
8/15/2025 | Corient Private Wealth LLC | 8,593 | $688K | 0.0% | +179.7% | 0.009% | |
8/15/2025 | Equitable Holdings Inc. | 45,141 | $3.62M | 0.0% | +19.3% | 0.045% | |
8/15/2025 | Captrust Financial Advisors | 11,529 | $923K | 0.0% | +5.9% | 0.011% | |
8/15/2025 | Smartleaf Asset Management LLC | 23,265 | $1.86M | 0.2% | -20.0% | 0.023% | |
8/15/2025 | Orion Porfolio Solutions LLC | 22,140 | $1.77M | 0.0% | -17.0% | 0.022% | |
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8/15/2025 | MML Investors Services LLC | 38,306 | $3.07M | 0.0% | +23.6% | 0.038% | |
8/15/2025 | Harvest Investment Advisors LLC | 89,379 | $7.16M | 4.6% | -0.3% | 0.089% | |
8/15/2025 | Great Valley Advisor Group Inc. | 51,789 | $4.15M | 0.1% | -3.7% | 0.052% | |
8/15/2025 | Bank of America Corp DE | 569,103 | $45.59M | 0.0% | +4.0% | 0.566% | |
8/15/2025 | Ameriprise Financial Inc. | 211,646 | $16.97M | 0.0% | -0.4% | 0.211% | |
8/14/2025 | Sentinel Wealth Management Inc. | 16,240 | $1.30M | 1.2% | N/A | 0.016% | |
8/14/2025 | Raymond James Financial Inc. | 112,075 | $8.98M | 0.0% | +13.0% | 0.112% | |
8/14/2025 | Darwin Wealth Management LLC | 1,083 | $87K | 0.0% | N/A | 0.001% | |
8/14/2025 | FWL Investment Management LLC | 6,986 | $560K | 0.2% | -16.4% | 0.007% | |
8/14/2025 | The Manufacturers Life Insurance Company | 160,700 | $12.87M | 0.0% | +100.9% | 0.160% | |
8/14/2025 | NewEdge Advisors LLC | 28,774 | $2.31M | 0.0% | +13.4% | 0.029% | |
8/14/2025 | Goodwin Investment Advisory | 14,546 | $1.17M | 1.3% | N/A | 0.014% | |
8/14/2025 | Cerity Partners LLC | 22,195 | $1.78M | 0.0% | -1.2% | 0.022% | |
8/13/2025 | Gateway Wealth Partners LLC | 41,752 | $3.34M | 0.6% | -1.8% | 0.042% | |
8/13/2025 | Marshall Wace LLP | 4,183 | $335K | 0.0% | N/A | 0.004% | |
8/13/2025 | Fisher Asset Management LLC | 667,319 | $53.45M | 0.0% | -5.5% | 0.664% | |
8/13/2025 | Smith Moore & CO. | 5,468 | $438K | 0.0% | +9.8% | 0.005% | |
8/13/2025 | Lido Advisors LLC | 32,819 | $2.63M | 0.0% | -25.1% | 0.033% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 50,345 | $4.03M | 0.0% | +235.8% | 0.050% | |
8/13/2025 | Maia Wealth LLC | 2,770 | $222K | 0.0% | N/A | 0.003% | |
8/12/2025 | J.W. Cole Advisors Inc. | 23,386 | $1.87M | 0.0% | +49.9% | 0.023% | |
8/12/2025 | Laurel Wealth Advisors LLC | 3,204 | $257K | 0.0% | +7,910.0% | 0.003% | |
8/12/2025 | Edmond DE Rothschild Holding S.A. | 13,776 | $1.10M | 0.0% | +62.7% | 0.014% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 188,842 | $15.13M | 0.1% | +1,379.1% | 0.188% | |
8/12/2025 | CreativeOne Wealth LLC | 2,890 | $232K | 0.0% | N/A | 0.003% | |
8/12/2025 | Ameritas Investment Partners Inc. | 4,046 | $324K | 0.0% | -3.4% | 0.004% | |
8/12/2025 | Global Retirement Partners LLC | 8,883 | $712K | 0.0% | N/A | 0.009% | |
8/12/2025 | TCP Asset Management LLC | 309,969 | $24.83M | 4.9% | +4.0% | 0.308% | |
8/12/2025 | JPMorgan Chase & Co. | 122,938 | $9.85M | 0.0% | -65.0% | 0.122% | |
8/12/2025 | NFP Retirement Inc. | 456,020 | $36.53M | 2.4% | -0.1% | 0.454% | |
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8/12/2025 | PKS Advisory Services LLC | 27,606 | $2.21M | 0.5% | -22.2% | 0.027% | |
8/11/2025 | TRUE Private Wealth Advisors | 37,160 | $2.98M | 0.3% | +835.8% | 0.037% | |
8/11/2025 | Western Wealth Management LLC | 2,750 | $220K | 0.0% | N/A | 0.003% | |
8/8/2025 | Thoroughbred Financial Services LLC | 6,737 | $539K | 0.0% | -20.3% | 0.007% | |
8/8/2025 | Cetera Investment Advisers | 103,978 | $8.33M | 0.0% | +1.9% | 0.103% | |
8/8/2025 | Creative Planning | 58,739 | $4.71M | 0.0% | +0.8% | 0.058% | |
8/8/2025 | Empower Advisory Group LLC | 4,419 | $354K | 0.0% | -22.7% | 0.004% | |
8/8/2025 | Islay Capital Management LLC | 15,161 | $1.21M | 0.8% | -28.2% | 0.015% | |
8/8/2025 | Accredited Investors Inc. | 4,395 | $352K | 0.0% | -10.9% | 0.004% | |
8/8/2025 | PNC Financial Services Group Inc. | 12,513 | $1.00M | 0.0% | +9.0% | 0.012% | |
8/8/2025 | ERTS Wealth Advisors LLC | 2,610 | $209K | 0.1% | N/A | 0.003% | |
8/8/2025 | Bouchey Financial Group Ltd | 2,931 | $235K | 0.0% | -4.9% | 0.003% | |
8/7/2025 | Verus Capital Partners LLC | 6,822 | $546K | 0.0% | -7.5% | 0.007% | |
8/7/2025 | Cvfg LLC | 20,700 | $1.66M | 1.3% | +18.5% | 0.021% | |
8/7/2025 | Allworth Financial LP | 1,530 | $123K | 0.0% | +17.3% | 0.002% | |
8/7/2025 | Summit X LLC | 9,499 | $761K | 0.1% | -43.6% | 0.009% | |
8/7/2025 | Midwest Trust Co | 3,382 | $271K | 0.0% | N/A | 0.003% | |
8/6/2025 | Prospera Financial Services Inc | 9,778 | $783K | 0.0% | N/A | 0.010% | |
8/6/2025 | AE Wealth Management LLC | 246,360 | $19.73M | 0.1% | +17.4% | 0.245% | |
8/6/2025 | Commonwealth Equity Services LLC | 1,419,678 | $113.72M | 0.2% | +12.2% | 1.413% | |
8/6/2025 | Moors & Cabot Inc. | 48,512 | $3.89M | 0.2% | +195.5% | 0.048% | |
8/5/2025 | Verity Asset Management Inc. | 6,067 | $486K | 0.2% | -50.3% | 0.006% | |
8/5/2025 | Sigma Planning Corp | 68,276 | $5.47M | 0.2% | +6.3% | 0.068% | |
8/5/2025 | Mission Wealth Management LP | 22,214 | $1.78M | 0.0% | -1.1% | 0.022% | |
8/5/2025 | TIAA Trust National Association | 4,238 | $339K | 0.0% | N/A | 0.004% | |
8/5/2025 | Ciovacco Capital Management LLC | 14,758 | $1.18M | 0.6% | N/A | 0.015% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 1,172 | $94K | 0.0% | -9.4% | 0.001% | |
8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 3,153 | $253K | 0.0% | +6.2% | 0.003% | |
8/4/2025 | Kovack Advisors Inc. | 4,322 | $346K | 0.0% | -4.1% | 0.004% | |
8/4/2025 | IFG Advisory LLC | 4,327 | $347K | 0.0% | N/A | 0.004% | |
8/4/2025 | Spire Wealth Management | 69,279 | $5.55M | 0.2% | -1.1% | 0.069% | |
8/4/2025 | Daymark Wealth Partners LLC | 9,264 | $742K | 0.0% | N/A | 0.009% | |
8/4/2025 | Analyst IMS Investment Management Services Ltd. | 503,186 | $40.31M | 1.4% | -0.1% | 0.501% | |
8/4/2025 | Migdal Insurance & Financial Holdings Ltd. | 50,849 | $4.07M | 0.0% | +6.2% | 0.051% | |
8/4/2025 | Wealth Management Associates Inc. | 21,815 | $1.75M | 0.7% | -1.7% | 0.022% | |
8/1/2025 | Cedar Point Capital Partners LLC | 45,538 | $3.65M | 2.6% | +4.2% | 0.045% | |
8/1/2025 | Bessemer Group Inc. | 37,010 | $2.97M | 0.0% | -16.8% | 0.037% | |
8/1/2025 | Envestnet Asset Management Inc. | 45,600 | $3.65M | 0.0% | +13.0% | 0.045% | |
7/31/2025 | Wealthfront Advisers LLC | 651,222 | $52.16M | 0.1% | -7.6% | 0.648% | |
7/31/2025 | Optimum Investment Advisors | 500 | $40K | 0.0% | -50.0% | 0.000% | |
7/31/2025 | LJI Wealth Management LLC | 352,362 | $28.22M | 4.9% | +6.3% | 0.351% | |
7/30/2025 | Strategic Blueprint LLC | 35,457 | $2.84M | 0.1% | -4.6% | 0.035% | |
7/30/2025 | Forum Financial Management LP | 3,645 | $292K | 0.0% | N/A | 0.004% | |
7/30/2025 | Gimbal Financial | 2,531 | $203K | 0.1% | -42.6% | 0.003% | |
7/30/2025 | Canvas Wealth Advisors LLC | 21,171 | $1.76M | 0.4% | -12.3% | 0.021% | |
7/29/2025 | Elevation Capital Advisory LLC | 111,305 | $8.92M | 3.6% | N/A | 0.111% | |
7/29/2025 | Madison Wealth Partners Inc | 249,908 | $20.02M | 4.4% | +8.2% | 0.249% | |
7/29/2025 | Calamos Wealth Management LLC | 6,766 | $542K | 0.0% | N/A | 0.007% | |
7/29/2025 | Flavin Financial Services Inc. | 15,723 | $1.26M | 1.2% | -2.7% | 0.016% | |
7/29/2025 | Stratos Wealth Partners LTD. | 15,934 | $1.28M | 0.0% | -16.1% | 0.016% | |
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7/29/2025 | AssuredPartners Investment Advisors LLC | 2,933 | $235K | 0.1% | -95.7% | 0.003% | |
7/29/2025 | Private Trust Co. NA | 890 | $71K | 0.0% | +18.7% | 0.001% | |
7/29/2025 | Commons Capital LLC | 4,084 | $327K | 0.2% | -5.4% | 0.004% | |
7/28/2025 | Variant Private Wealth LLC | 30,894 | $2.48M | 2.6% | -4.5% | 0.031% | |
7/28/2025 | Harbour Investments Inc. | 13,905 | $1.11M | 0.0% | +13.7% | 0.014% | |
7/28/2025 | Axxcess Wealth Management LLC | 41,918 | $3.36M | 0.1% | +17.7% | 0.042% | |
7/25/2025 | Sequoia Financial Advisors LLC | 3,326 | $266K | 0.0% | -11.4% | 0.003% | |
7/25/2025 | Landmark Wealth Management LLC | 6,188 | $496K | 0.2% | -2.0% | 0.006% | |
7/25/2025 | Commonwealth Financial Services LLC | 94,449 | $7.57M | 1.5% | -2.4% | 0.094% | |
7/25/2025 | CWM LLC | 16,554 | $1.33M | 0.0% | +19.8% | 0.016% | |