8/20/2025 | Forefront Wealth Partners LLC | 3,793 | $454K | 0.3% | +49.4% | 0.013% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 26,622 | $3.24M | 0.2% | N/A | 0.093% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 1,237 | $150K | 0.0% | +279.4% | 0.004% | |
8/19/2025 | Advisory Services Network LLC | 4,535 | $558K | 0.0% | -7.2% | 0.016% | |
8/15/2025 | Tower Research Capital LLC TRC | 10,606 | $1.29M | 0.0% | +530,200.0% | 0.037% | |
8/15/2025 | Corient Private Wealth LLC | 4,996 | $608K | 0.0% | -10.9% | 0.017% | |
8/15/2025 | Equitable Holdings Inc. | 53,672 | $6.53M | 0.1% | +3.5% | 0.187% | |
8/15/2025 | FSB Premier Wealth Management Inc. | 3,003 | $365K | 0.1% | -20.2% | 0.010% | |
8/15/2025 | Captrust Financial Advisors | 7,573 | $921K | 0.0% | +4.9% | 0.026% | |
8/15/2025 | MML Investors Services LLC | 59,184 | $7.20M | 0.0% | -0.4% | 0.207% | |
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8/15/2025 | IHT Wealth Management LLC | 5,065 | $616K | 0.0% | -2.9% | 0.018% | |
8/15/2025 | Great Valley Advisor Group Inc. | 1,781 | $217K | 0.0% | -15.5% | 0.006% | |
8/15/2025 | Benjamin Edwards Inc. | 40,403 | $4.92M | 0.1% | +2.4% | 0.141% | |
8/15/2025 | BNP Paribas Financial Markets | 11,906 | $1.45M | 0.0% | -82.2% | 0.042% | |
8/15/2025 | Bank of America Corp DE | 6,432,963 | $782.51M | 0.1% | -1.1% | 22.454% | |
8/15/2025 | Ameriprise Financial Inc. | 164,762 | $20.04M | 0.0% | +7.8% | 0.575% | |
8/14/2025 | Raymond James Financial Inc. | 265,896 | $32.34M | 0.0% | -51.7% | 0.928% | |
8/14/2025 | Quantinno Capital Management LP | 4,906 | $597K | 0.0% | N/A | 0.017% | |
8/14/2025 | Napa Wealth Management | 5,021 | $611K | 0.3% | -17.6% | 0.018% | |
8/14/2025 | Vivaldi Capital Management LP | 4,092 | $498K | 0.1% | -2.5% | 0.014% | |
8/14/2025 | HUB Investment Partners LLC | 2,096 | $255K | 0.0% | -18.2% | 0.007% | |
8/14/2025 | Main Street Financial Solutions LLC | 5,416 | $659K | 0.0% | -2.2% | 0.019% | |
8/14/2025 | FWL Investment Management LLC | 2,815 | $342K | 0.1% | +14.4% | 0.010% | |
8/14/2025 | NewEdge Advisors LLC | 30,644 | $3.73M | 0.0% | +17.9% | 0.107% | |
8/14/2025 | Qube Research & Technologies Ltd | 45,717 | $5.56M | 0.0% | -40.5% | 0.160% | |
8/14/2025 | Acorn Wealth Advisors LLC | 4,107 | $500K | 0.2% | -5.9% | 0.014% | |
8/14/2025 | Prestige Wealth Management Group LLC | 23,483 | $2.86M | 0.6% | +7.3% | 0.082% | |
8/14/2025 | Ally Invest Advisors Inc. | 5,174 | $629K | 0.0% | +6.2% | 0.018% | |
8/13/2025 | Quantum Portfolio Management LLC | 4,445 | $541K | 0.3% | +7.7% | 0.016% | |
8/13/2025 | StoneX Group Inc. | 4,594 | $559K | 0.0% | -22.6% | 0.016% | |
8/13/2025 | Gateway Wealth Partners LLC | 19,222 | $2.34M | 0.4% | +43.0% | 0.067% | |
8/13/2025 | Brown Advisory Inc. | 2,770 | $337K | 0.0% | N/A | 0.010% | |
8/13/2025 | Marshall Wace LLP | 26,105 | $3.18M | 0.0% | N/A | 0.091% | |
8/13/2025 | Great Diamond Partners LLC | 18,227 | $2.22M | 0.5% | +3.9% | 0.064% | |
8/13/2025 | Baird Financial Group Inc. | 12,362 | $1.50M | 0.0% | -5.7% | 0.043% | |
8/13/2025 | First Trust Advisors LP | 23,116 | $2.81M | 0.0% | -45.8% | 0.081% | |
8/13/2025 | CW Advisors LLC | 2,017 | $245K | 0.0% | -12.1% | 0.007% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 33,524 | $4.08M | 0.0% | -42.3% | 0.117% | |
8/13/2025 | Sumitomo Mitsui Financial Group Inc. | 21,922 | $2.67M | 0.0% | -31.0% | 0.077% | |
8/12/2025 | J.W. Cole Advisors Inc. | 4,776 | $581K | 0.0% | N/A | 0.017% | |
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8/12/2025 | Financial Advocates Investment Management | 5,089 | $619K | 0.1% | -34.5% | 0.018% | |
8/12/2025 | Laurel Wealth Advisors LLC | 11,678 | $1.42M | 0.0% | +12,064.6% | 0.041% | |
8/12/2025 | Edmond DE Rothschild Holding S.A. | 2,546 | $310K | 0.0% | -9.7% | 0.009% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 8,656 | $1.05M | 0.0% | +5.7% | 0.030% | |
8/12/2025 | CreativeOne Wealth LLC | 10,920 | $1.33M | 0.0% | +38.2% | 0.038% | |
8/12/2025 | Ameritas Investment Partners Inc. | 7,595 | $924K | 0.0% | +13.0% | 0.027% | |
8/12/2025 | Global Retirement Partners LLC | 1,811 | $220K | 0.0% | N/A | 0.006% | |
8/12/2025 | Quantum Private Wealth LLC | 10,737 | $1.31M | 0.4% | -3.5% | 0.037% | |
8/12/2025 | JPMorgan Chase & Co. | 133,518 | $16.24M | 0.0% | -5.2% | 0.466% | |
8/12/2025 | Personal CFO Solutions LLC | 18,134 | $2.21M | 0.4% | +2.7% | 0.063% | |
8/12/2025 | Wisconsin Wealth Advisors LLC | 8,642 | $1.05M | 1.2% | +16.1% | 0.030% | |
8/11/2025 | Alteri Wealth LLC | 2,698 | $328K | 0.1% | +7.2% | 0.009% | |
8/11/2025 | Perennial Investment Advisors LLC | 2,548 | $310K | 0.0% | -4.9% | 0.009% | |
8/11/2025 | United Advisor Group LLC | 1,776 | $216K | 0.0% | N/A | 0.006% | |
8/11/2025 | Plotkin Financial Advisors LLC | 28,165 | $3.43M | 1.9% | -4.3% | 0.098% | |
8/11/2025 | Western Wealth Management LLC | 10,226 | $1.24M | 0.1% | -0.8% | 0.036% | |
8/8/2025 | Rockefeller Capital Management L.P. | 62,874 | $7.65M | 0.0% | +1.2% | 0.219% | |
8/8/2025 | Kingsview Wealth Management LLC | 25,036 | $3.05M | 0.1% | +1.2% | 0.087% | |
8/8/2025 | Avantax Advisory Services Inc. | 36,294 | $4.42M | 0.0% | -4.9% | 0.127% | |
8/8/2025 | Cetera Investment Advisers | 94,458 | $11.49M | 0.0% | +6.0% | 0.330% | |
8/8/2025 | Creative Planning | 12,253 | $1.49M | 0.0% | +3.8% | 0.043% | |
8/8/2025 | Good Life Advisors LLC | 30,052 | $3.66M | 0.2% | +27.5% | 0.105% | |
8/8/2025 | PNC Financial Services Group Inc. | 149,703 | $18.21M | 0.0% | -10.3% | 0.523% | |
8/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 3,460 | $421K | 0.0% | +5.1% | 0.012% | |
8/6/2025 | Florin Court Capital LLP | 10,000 | $1.22M | 1.2% | +19.0% | 0.035% | |
8/6/2025 | Summit Investment Advisors Inc. | 6,720 | $687K | 0.6% | -8.4% | 0.023% | |
8/6/2025 | AE Wealth Management LLC | 5,672 | $690K | 0.0% | -34.7% | 0.020% | |
8/6/2025 | Wedbush Securities Inc. | 1,676 | $204K | 0.0% | N/A | 0.006% | |
8/6/2025 | Golden State Wealth Management LLC | 19,148 | $2.33M | 0.3% | +3.9% | 0.067% | |
8/6/2025 | Stonebridge Financial Planning Group LLC | 3,723 | $453K | 0.2% | -16.4% | 0.013% | |
8/5/2025 | GPS Wealth Strategies Group LLC | 845 | $103K | 0.0% | -46.0% | 0.003% | |
8/5/2025 | Advisors Preferred LLC | 389 | $47K | 0.0% | N/A | 0.001% | |
8/5/2025 | Huntington National Bank | 800 | $97K | 0.0% | +190.9% | 0.003% | |
8/5/2025 | Bank of Montreal Can | 3,481 | $423K | 0.0% | +6.4% | 0.012% | |
8/5/2025 | Sigma Planning Corp | 9,868 | $1.20M | 0.0% | -6.8% | 0.034% | |
8/5/2025 | Harel Insurance Investments & Financial Services Ltd. | 481 | $58K | 0.0% | -69.3% | 0.002% | |
8/4/2025 | AlphaStar Capital Management LLC | 2,736 | $333K | 0.0% | -4.3% | 0.010% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 1,476 | $180K | 0.0% | -22.8% | 0.005% | |
8/4/2025 | IFG Advisory LLC | 8,942 | $1.09M | 0.1% | +3.2% | 0.031% | |
8/4/2025 | Simon Quick Advisors LLC | 12,845 | $1.56M | 0.1% | N/A | 0.045% | |
8/4/2025 | Atria Investments Inc | 16,493 | $2.01M | 0.0% | -5.0% | 0.058% | |
8/4/2025 | Assetmark Inc. | 20,083 | $2.44M | 0.0% | -15.5% | 0.070% | |
8/4/2025 | Keybank National Association OH | 1,845 | $224K | 0.0% | N/A | 0.006% | |
8/4/2025 | HBK Sorce Advisory LLC | 6,403 | $779K | 0.0% | -2.9% | 0.022% | |
8/4/2025 | Premier Path Wealth Partners LLC | 1,926 | $234K | 0.0% | N/A | 0.007% | |
8/4/2025 | Spire Wealth Management | 6,021 | $732K | 0.0% | -11.2% | 0.021% | |
8/4/2025 | L.M. Kohn & Company | 2,296 | $279K | 0.1% | -11.9% | 0.008% | |
8/1/2025 | Unconventional Investor LLC | 2,000 | $243K | 0.1% | -39.2% | 0.007% | |
8/1/2025 | Private Wealth Partners LLC | 1,791 | $218K | 0.0% | N/A | 0.006% | |
8/1/2025 | Reliant Investment Partners LLC | 5,511 | $670K | 0.6% | -2.6% | 0.019% | |
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8/1/2025 | Transcend Capital Advisors LLC | 5,563 | $677K | 0.1% | +10.8% | 0.019% | |
8/1/2025 | Envestnet Asset Management Inc. | 96,164 | $11.70M | 0.0% | +7.5% | 0.336% | |
7/31/2025 | Wealthfront Advisers LLC | 24,115 | $2.93M | 0.0% | +20.9% | 0.084% | |
7/31/2025 | Whipplewood Advisors LLC | 3,236 | $394K | 0.2% | +3,495.6% | 0.011% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 2,647 | $322K | 0.0% | -4.9% | 0.009% | |
7/31/2025 | NORTHSTAR ASSET MANAGEMENT Co | 49,570 | $6.03M | 1.4% | -1.3% | 0.173% | |
7/31/2025 | FSM Wealth Advisors LLC | 1,675 | $205K | 0.0% | N/A | 0.006% | |
7/30/2025 | Prosperity Financial Group Inc. | 12,950 | $1.58M | 0.7% | +4.9% | 0.045% | |
7/30/2025 | Exencial Wealth Advisors LLC | 4,295 | $522K | 0.0% | -18.9% | 0.015% | |
7/30/2025 | D.A. Davidson & CO. | 22,287 | $2.71M | 0.0% | -10.6% | 0.078% | |