8/14/2025 | Ausdal Financial Partners Inc. | 14,822 | $3.16M | 0.2% | -3.4% | 0.118% | |
8/14/2025 | Raymond James Financial Inc. | 393,387 | $83.72M | 0.0% | -20.8% | 3.122% | |
8/14/2025 | Darwin Wealth Management LLC | 642 | $137K | 0.0% | N/A | 0.005% | |
8/14/2025 | Transamerica Financial Advisors LLC | 127 | $27K | 0.0% | -98.9% | 0.001% | |
8/14/2025 | FWL Investment Management LLC | 7,802 | $1.66M | 0.5% | +2.8% | 0.062% | |
8/14/2025 | NewEdge Advisors LLC | 27,889 | $5.94M | 0.0% | -78.7% | 0.221% | |
8/14/2025 | Vertex Planning Partners LLC | 1,000 | $213K | 0.0% | N/A | 0.008% | |
8/14/2025 | Cerity Partners LLC | 2,427 | $517K | 0.0% | +24.5% | 0.019% | |
8/13/2025 | StoneX Group Inc. | 8,896 | $1.89M | 0.1% | +2.9% | 0.071% | |
8/13/2025 | Cresset Asset Management LLC | 6,970 | $1.48M | 0.0% | N/A | 0.055% | |
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8/13/2025 | Gateway Wealth Partners LLC | 9,503 | $2.02M | 0.4% | -5.4% | 0.075% | |
8/13/2025 | Marshall Wace LLP | 165,722 | $35.27M | 0.0% | -66.7% | 1.315% | |
8/13/2025 | GeoWealth Management LLC | 17,649 | $3.76M | 0.1% | N/A | 0.140% | |
8/13/2025 | Baird Financial Group Inc. | 52,289 | $11.13M | 0.0% | -42.4% | 0.415% | |
8/13/2025 | 1832 Asset Management L.P. | 944 | $201K | 0.0% | N/A | 0.007% | |
8/13/2025 | AMJ Financial Wealth Management | 2,009 | $428K | 0.1% | -37.4% | 0.016% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 49,450 | $10.52M | 0.0% | -24.2% | 0.392% | |
8/12/2025 | J.W. Cole Advisors Inc. | 6,055 | $1.29M | 0.0% | +269.2% | 0.048% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 6,342 | $1.35M | 0.0% | +10.4% | 0.050% | |
8/12/2025 | Quadcap Wealth Management LLC | 2,105 | $448K | 0.1% | +16.2% | 0.017% | |
8/12/2025 | CreativeOne Wealth LLC | 3,099 | $660K | 0.0% | +7.2% | 0.025% | |
8/12/2025 | TCP Asset Management LLC | 2,051 | $437K | 0.1% | -4.2% | 0.016% | |
8/12/2025 | Global Retirement Partners LLC | 20,038 | $4.27M | 0.1% | N/A | 0.159% | |
8/12/2025 | WealthBridge Capital Management LLC | 2,203 | $469K | 0.1% | +28.2% | 0.017% | |
8/12/2025 | MAI Capital Management | 2,343 | $499K | 0.0% | -18.4% | 0.019% | |
8/12/2025 | JPMorgan Chase & Co. | 1,611 | $343K | 0.0% | -99.0% | 0.013% | |
8/11/2025 | Wealthspire Advisors LLC | 942 | $200K | 0.0% | N/A | 0.007% | |
8/11/2025 | United Advisor Group LLC | 2,974 | $633K | 0.1% | +19.1% | 0.024% | |
8/8/2025 | MTM Investment Management LLC | 14,735 | $3.14M | 1.1% | -2.0% | 0.117% | |
8/8/2025 | Avantax Advisory Services Inc. | 12,422 | $2.64M | 0.0% | +3.5% | 0.099% | |
8/8/2025 | Cetera Investment Advisers | 71,225 | $15.16M | 0.0% | +4.6% | 0.565% | |
8/8/2025 | Creative Planning | 98,342 | $20.93M | 0.0% | -71.1% | 0.780% | |
8/8/2025 | PNC Financial Services Group Inc. | 8,459 | $1.80M | 0.0% | -6.6% | 0.067% | |
8/7/2025 | PCG Wealth Advisors LLC | 15,212 | $3.24M | 1.7% | -5.4% | 0.121% | |
8/7/2025 | Blackston Financial Advisory Group LLC | 2,058 | $438K | 0.2% | -3.8% | 0.016% | |
8/7/2025 | Allworth Financial LP | 127,638 | $27.17M | 0.1% | -0.7% | 1.013% | |
8/7/2025 | Hughes Financial Services LLC | 116 | $25K | 0.0% | +78.5% | 0.001% | |
8/6/2025 | Prospera Financial Services Inc | 16,676 | $3.55M | 0.1% | -5.4% | 0.132% | |
8/6/2025 | AE Wealth Management LLC | 18,096 | $3.85M | 0.0% | +1.5% | 0.144% | |
8/6/2025 | Miller Investment Management LP | 69,393 | $14.77M | 1.6% | -16.2% | 0.551% | |
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8/6/2025 | Vestmark Advisory Solutions Inc. | 54,738 | $11.65M | 0.2% | +79.6% | 0.434% | |
8/6/2025 | Savant Capital LLC | 1,005 | $214K | 0.0% | N/A | 0.008% | |
8/6/2025 | Texas Yale Capital Corp. | 21,418 | $4.56M | 0.1% | +2.3% | 0.170% | |
8/6/2025 | Stonebridge Financial Planning Group LLC | 3,245 | $691K | 0.3% | -8.5% | 0.026% | |
8/6/2025 | Moors & Cabot Inc. | 959 | $204K | 0.0% | N/A | 0.008% | |
8/5/2025 | HFG Advisors Inc. | 1,433 | $305K | 0.2% | -73.5% | 0.011% | |
8/5/2025 | NewSquare Capital LLC | 101,341 | $21.57M | 1.6% | -4.4% | 0.804% | |
8/5/2025 | Holistic Financial Partners | 17,517 | $3.73M | 1.6% | +246.4% | 0.139% | |
8/5/2025 | Bank of Montreal Can | 892 | $190K | 0.0% | N/A | 0.007% | |
8/5/2025 | Sigma Planning Corp | 2,617 | $557K | 0.0% | -23.2% | 0.021% | |
8/5/2025 | Kesler Norman & Wride LLC | 4,403 | $937K | 0.2% | -1.8% | 0.035% | |
8/4/2025 | IFG Advisory LLC | 4,299 | $915K | 0.0% | +18.9% | 0.034% | |
8/4/2025 | Atria Investments Inc | 34,379 | $7.32M | 0.1% | +26.0% | 0.273% | |
8/4/2025 | Assetmark Inc. | 36,499 | $7.77M | 0.0% | +10.8% | 0.290% | |
8/4/2025 | World Investment Advisors | 13,636 | $2.90M | 0.1% | -60.4% | 0.108% | |
8/4/2025 | Daymark Wealth Partners LLC | 7,244 | $1.54M | 0.1% | N/A | 0.057% | |
8/1/2025 | Brookwood Investment Group LLC | 1,821 | $388K | 0.1% | -3.5% | 0.014% | |
8/1/2025 | First Command Advisory Services Inc. | 170 | $36K | 0.0% | N/A | 0.001% | |
8/1/2025 | Envestnet Asset Management Inc. | 193,316 | $41.14M | 0.0% | -1.2% | 1.534% | |
7/31/2025 | Wealthfront Advisers LLC | 10,870 | $2.31M | 0.0% | +6.2% | 0.086% | |
7/31/2025 | Topsail Wealth Management LLC | 1,115 | $237K | 0.0% | N/A | 0.009% | |
7/31/2025 | Leelyn Smith LLC | 1,965 | $418K | 0.1% | -9.1% | 0.016% | |
7/30/2025 | First Citizens Bank & Trust Co. | 955 | $203K | 0.0% | N/A | 0.008% | |
7/30/2025 | Capital Wealth Alliance LLC | 1,375 | $293K | 0.2% | -7.2% | 0.011% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 960 | $204K | 0.0% | N/A | 0.008% | |
7/30/2025 | Brookstone Capital Management | 1,117 | $238K | 0.0% | -21.8% | 0.009% | |
7/30/2025 | D.A. Davidson & CO. | 14,878 | $3.17M | 0.0% | -65.7% | 0.118% | |
7/30/2025 | Pacific Sun Financial Corp | 5,817 | $1.24M | 0.6% | +1.4% | 0.046% | |
7/30/2025 | Syntegra Private Wealth Group LLC | 122,049 | $25.98M | 2.7% | -3.0% | 0.969% | |
7/30/2025 | Bogart Wealth LLC | 167 | $36K | 0.0% | -47.3% | 0.001% | |
7/29/2025 | Stephens Inc. AR | 2,127 | $453K | 0.0% | N/A | 0.017% | |
7/29/2025 | Chicago Partners Investment Group LLC | 5,323 | $1.15M | 0.0% | +1.4% | 0.042% | |
7/29/2025 | International Assets Investment Management LLC | 7,316 | $1.56M | 0.1% | +22.6% | 0.058% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 2,390 | $509K | 0.0% | -53.7% | 0.019% | |
7/29/2025 | Stratos Wealth Partners LTD. | 12,478 | $2.66M | 0.0% | +20.6% | 0.099% | |
7/29/2025 | Kraft Davis & Associates LLC | 42,367 | $9.26M | 2.5% | +1.7% | 0.336% | |
7/28/2025 | Harbour Investments Inc. | 29,545 | $6.29M | 0.2% | +14.1% | 0.234% | |
7/28/2025 | RFG Advisory LLC | 8,825 | $1.88M | 0.0% | +2.7% | 0.070% | |
7/25/2025 | Atria Wealth Solutions Inc. | 7,925 | $1.71M | 0.0% | -56.6% | 0.063% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 5,757 | $1.23M | 0.0% | -47.5% | 0.046% | |
7/25/2025 | Total Clarity Wealth Management Inc. | 3,712 | $790K | 0.2% | -2.4% | 0.030% | |
7/25/2025 | CWM LLC | 1,235 | $263K | 0.0% | -94.3% | 0.010% | |
7/25/2025 | Summa Corp. | 962 | $205K | 0.1% | N/A | 0.008% | |
7/25/2025 | Concurrent Investment Advisors LLC | 8,251 | $1.76M | 0.0% | -3.4% | 0.066% | |
7/25/2025 | Apollon Wealth Management LLC | 6,030 | $1.28M | 0.0% | +5.6% | 0.047% | |
7/24/2025 | Trust Co. of Toledo NA OH | 444 | $94K | 0.0% | N/A | 0.003% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 3,461 | $737K | 0.0% | -2.7% | 0.027% | |
7/24/2025 | Aurora Private Wealth Inc. | 4,851 | $1.03M | 0.8% | +2.8% | 0.038% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 10,262 | $2.18M | 0.1% | -5.1% | 0.081% | |
7/24/2025 | IFP Advisors Inc | 11,962 | $2.55M | 0.1% | +0.8% | 0.094% | |
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7/24/2025 | US Bancorp DE | 6,347 | $1.35M | 0.0% | +42.4% | 0.050% | |
7/23/2025 | Morey & Quinn Wealth Partners LLC | 1,070 | $228K | 0.2% | N/A | 0.008% | |
7/23/2025 | Clear Creek Financial Management LLC | 1,785 | $380K | 0.0% | -7.8% | 0.014% | |
7/23/2025 | Castle Rock Wealth Management LLC | 3,282 | $718K | 0.2% | -2.3% | 0.026% | |
7/22/2025 | Belpointe Asset Management LLC | 17,155 | $3.65M | 0.2% | +0.7% | 0.135% | |
7/22/2025 | DAVENPORT & Co LLC | 3,163 | $673K | 0.0% | -61.6% | 0.025% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 5,799 | $1.23M | 0.0% | -0.8% | 0.046% | |
7/22/2025 | Bank Hapoalim BM | 3,030 | $645K | 0.1% | -3.6% | 0.024% | |
7/21/2025 | Creative Capital Management Investments LLC | 149 | $32K | 0.0% | N/A | 0.001% | |
7/21/2025 | Ameritas Advisory Services LLC | 455 | $97K | 0.0% | N/A | 0.004% | |