9/4/2025 | Osaic Holdings Inc. | 143,528 | $6.76M | 0.0% | +40.0% | 0.285% | |
8/27/2025 | Orion Porfolio Solutions LLC | 153,563 | $7.23M | 0.1% | +1,024.6% | 0.305% | |
8/26/2025 | Thrivent Financial for Lutherans | 18,330 | $863K | 0.0% | -50.6% | 0.036% | |
8/19/2025 | Advisory Services Network LLC | 16,257 | $761K | 0.0% | -8.4% | 0.032% | |
8/15/2025 | Captrust Financial Advisors | 4,684 | $220K | 0.0% | N/A | 0.009% | |
8/15/2025 | Orion Porfolio Solutions LLC | 700,609 | $32.98M | 0.2% | +5,030.8% | 1.393% | |
8/15/2025 | MML Investors Services LLC | 51,808 | $2.44M | 0.0% | +26.9% | 0.103% | |
8/15/2025 | Bank of America Corp DE | 1,108,736 | $52.19M | 0.0% | +26.2% | 2.204% | |
8/14/2025 | Raymond James Financial Inc. | 993,575 | $46.77M | 0.0% | +6.2% | 1.975% | |
8/14/2025 | Betterment LLC | 5,565 | $262K | 0.0% | -4.3% | 0.011% | |
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8/13/2025 | CW Advisors LLC | 35,638 | $1.68M | 0.0% | +3.0% | 0.071% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 46,947 | $2.21M | 0.0% | +6.1% | 0.093% | |
8/12/2025 | J.W. Cole Advisors Inc. | 5,034 | $237K | 0.0% | N/A | 0.010% | |
8/12/2025 | Global Retirement Partners LLC | 4,964 | $234K | 0.0% | N/A | 0.010% | |
8/12/2025 | Charles Schwab Investment Management Inc. | 5,075,676 | $238.91M | 0.0% | -9.4% | 10.091% | |
8/12/2025 | Northeast Planning Associates INC. NH | 166,626 | $7.84M | 7.2% | +5.4% | 0.331% | |
8/12/2025 | JPMorgan Chase & Co. | 136,331 | $6.42M | 0.0% | +2.0% | 0.271% | |
8/12/2025 | Personal CFO Solutions LLC | 10,419 | $490K | 0.1% | -13.9% | 0.021% | |
8/8/2025 | Cetera Investment Advisers | 898,532 | $42.29M | 0.1% | +40.2% | 1.786% | |
8/8/2025 | IMA Advisory Services Inc. | 192,100 | $9.04M | 1.0% | +5.0% | 0.382% | |
8/7/2025 | Allworth Financial LP | 545,834 | $25.69M | 0.1% | +1.0% | 1.085% | |
8/6/2025 | ZEGA Investments LLC | 9,442 | $444K | 0.1% | N/A | 0.019% | |
8/6/2025 | HORAN Wealth LLC | 348,017 | $16.38M | 5.0% | N/A | 0.692% | |
8/6/2025 | SouthState Corp | 688,649 | $32.42M | 1.4% | -10.8% | 1.369% | |
8/6/2025 | Horan Securities Inc. | 19,672 | $926K | 0.3% | +2.6% | 0.039% | |
8/5/2025 | Sigma Planning Corp | 17,045 | $802K | 0.0% | +4.6% | 0.034% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 315,653 | $14.86M | 1.1% | +71.5% | 0.628% | |
8/4/2025 | World Investment Advisors | 14,699 | $692K | 0.0% | -5.4% | 0.029% | |
8/4/2025 | Daymark Wealth Partners LLC | 36,702 | $1.73M | 0.1% | -14.7% | 0.073% | |
8/1/2025 | Planning Directions Inc. | 227,341 | $10.70M | 6.0% | -0.6% | 0.452% | |
8/1/2025 | Envestnet Asset Management Inc. | 57,491 | $2.71M | 0.0% | +23.8% | 0.114% | |
7/31/2025 | Insight Wealth Partners LLC | 103,599 | $4.88M | 1.9% | +7.8% | 0.206% | |
7/31/2025 | Pinnacle Wealth Management Group Inc. | 175,963 | $8.28M | 4.7% | +4.2% | 0.350% | |
7/30/2025 | Sloy Dahl & Holst LLC | 99,250 | $4.67M | 0.6% | +7.7% | 0.197% | |
7/30/2025 | Brookstone Capital Management | 27,011 | $1.27M | 0.0% | -1.4% | 0.054% | |
7/30/2025 | Smith Thornton Advisors LLC | 122,753 | $5.78M | 3.3% | +1.2% | 0.244% | |
7/30/2025 | Atlantic Edge Private Wealth Management LLC | 263,954 | $12.42M | 3.4% | +3.7% | 0.525% | |
7/30/2025 | Bogart Wealth LLC | 1,874,284 | $88.22M | 3.8% | +4.0% | 3.734% | |
7/30/2025 | Princeton Global Asset Management LLC | 9,118 | $429K | 0.1% | -8.1% | 0.018% | |
7/29/2025 | Goldstein Advisors LLC | 8,026 | $378K | 0.1% | -16.0% | 0.016% | |
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7/29/2025 | Signature Estate & Investment Advisors LLC | 10,324 | $486K | 0.0% | N/A | 0.021% | |
7/29/2025 | Private Trust Co. NA | 2,914 | $137K | 0.0% | N/A | 0.006% | |
7/28/2025 | Harbour Investments Inc. | 87,608 | $4.12M | 0.1% | -2.2% | 0.175% | |
7/25/2025 | Pathway Financial Advisors LLC | 360,500 | $16.97M | 2.5% | +127.4% | 0.718% | |
7/25/2025 | Wealth Advisory Team LLC | 128,176 | $6.03M | 5.6% | N/A | 0.255% | |
7/23/2025 | Valmark Advisers Inc. | 24,939 | $1.17M | 0.0% | -23.4% | 0.050% | |
7/22/2025 | Marks Group Wealth Management Inc | 9,379 | $441K | 0.0% | -12.1% | 0.019% | |
7/22/2025 | MBL Wealth LLC | 596,398 | $28.07M | 2.7% | +1.6% | 1.192% | |
7/21/2025 | Ameritas Advisory Services LLC | 6,797 | $320K | 0.0% | +42.1% | 0.014% | |
7/21/2025 | Greenwood Capital Associates LLC | 56,956 | $2.68M | 0.3% | +124.3% | 0.114% | |
7/21/2025 | FSA Wealth Partners Inc. | 129,130 | $6.08M | 2.9% | -8.6% | 0.258% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 26,620 | $1.25M | 0.1% | +11.0% | 0.053% | |
7/18/2025 | Newman Dignan & Sheerar Inc. | 443,544 | $20.88M | 4.8% | +10.0% | 0.886% | |
7/18/2025 | Truist Financial Corp | 206,109 | $9.70M | 0.0% | -3.2% | 0.412% | |
7/17/2025 | Alliance Wealth Advisors LLC | 510,335 | $24.02M | 12.3% | +1.8% | 1.022% | |
7/17/2025 | Janney Montgomery Scott LLC | 33,694 | $1.59M | 0.0% | -2.4% | 0.067% | |
7/17/2025 | Cyr Financial Inc. | 187,335 | $8.82M | 6.8% | +10.1% | 0.375% | |
7/16/2025 | Novem Group | 12,852 | $605K | 0.1% | +12.0% | 0.026% | |
7/16/2025 | Fortune Financial Advisors LLC | 4,604 | $217K | 0.2% | -10.8% | 0.009% | |
7/16/2025 | Perigon Wealth Management LLC | 7,922 | $373K | 0.0% | +28.8% | 0.016% | |
7/15/2025 | Avaii Wealth Management LLC | 10,081 | $475K | 0.2% | +11.6% | 0.020% | |
7/15/2025 | Aspire Capital Advisors LLC | 9,470 | $446K | 0.1% | N/A | 0.019% | |
7/15/2025 | James J. Burns & Company LLC | 69,951 | $3.29M | 0.5% | -0.8% | 0.140% | |
7/15/2025 | Axis Wealth Partners LLC | 60,704 | $2.86M | 1.9% | +19.4% | 0.122% | |
7/15/2025 | Fifth Third Bancorp | 4,085 | $192K | 0.0% | +73.1% | 0.008% | |
7/14/2025 | AdvisorNet Financial Inc | 38,185 | $1.80M | 0.1% | -73.6% | 0.076% | |
7/14/2025 | Chris Bulman Inc | 22,534 | $1.06M | 0.6% | +6.2% | 0.045% | |
7/14/2025 | Strategic Planning Group LLC | 36,683 | $1.73M | 0.3% | +7.1% | 0.073% | |
7/14/2025 | Toth Financial Advisory Corp | 151,484 | $7.13M | 0.8% | +1.0% | 0.303% | |
7/11/2025 | Farther Finance Advisors LLC | 3,586 | $169K | 0.0% | N/A | 0.007% | |
7/10/2025 | Envision Financial LLC | 149,516 | $7.04M | 4.7% | +4.0% | 0.300% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 11,956 | $560K | 0.0% | +12.3% | 0.024% | |
7/10/2025 | Focus Financial Network Inc. | 25,742 | $1.21M | 0.0% | +1.9% | 0.052% | |
7/9/2025 | Fjell Capital LLC | 140,596 | $6.62M | 6.1% | +1.4% | 0.282% | |
5/21/2025 | MBL Wealth LLC | 586,983 | $27.55M | 2.8% | +5.8% | 1.145% | |
5/16/2025 | United Services Automobile Association | 2,421,191 | $113.65M | 3.5% | +12.4% | 4.724% | |
5/16/2025 | Integrated Wealth Concepts LLC | 33,927 | $1.59M | 0.0% | +14.9% | 0.066% | |
5/16/2025 | AQR Capital Management LLC | 7,100 | $333K | 0.0% | N/A | 0.014% | |
5/15/2025 | Royal Bank of Canada | 160,514 | $7.54M | 0.0% | +6.8% | 0.313% | |
5/15/2025 | Betterment LLC | 5,817 | $273K | 0.0% | -12.9% | 0.011% | |
5/15/2025 | Insight Wealth Partners LLC | 96,070 | $4.51M | 0.8% | -0.7% | 0.187% | |
5/14/2025 | Ieq Capital LLC | 7,100 | $333K | 0.0% | N/A | 0.014% | |
5/14/2025 | Comerica Bank | 11,483 | $539K | 0.0% | +23.2% | 0.022% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 44,267 | $2.08M | 0.0% | +62.2% | 0.086% | |
5/14/2025 | CW Advisors LLC | 34,597 | $1.62M | 0.0% | N/A | 0.068% | |
5/14/2025 | Flow Traders U.S. LLC | 23,720 | $1.11M | 0.0% | N/A | 0.046% | |
5/14/2025 | Capital Analysts LLC | 1,070 | $50K | 0.0% | N/A | 0.002% | |
5/13/2025 | Aptus Capital Advisors LLC | 160,537 | $7.54M | 0.1% | -11.9% | 0.313% | |
5/13/2025 | Raymond James Financial Inc. | 935,318 | $43.90M | 0.0% | +19.4% | 1.825% | |
5/12/2025 | SouthState Corp | 771,747 | $36.23M | 1.7% | N/A | 1.506% | |
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5/12/2025 | FSA Wealth Partners Inc. | 141,280 | $6.63M | 2.5% | -18.6% | 0.276% | |
5/12/2025 | Sloy Dahl & Holst LLC | 92,139 | $4.33M | 0.8% | +5.6% | 0.180% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 5,605,279 | $263.11M | 0.0% | -13.1% | 10.937% | |
5/9/2025 | PNC Financial Services Group Inc. | 1,547 | $73K | 0.0% | N/A | 0.003% | |
5/8/2025 | Nicolet Advisory Services LLC | 345,073 | $15.90M | 1.6% | -2.2% | 0.673% | |
5/8/2025 | Harbour Investments Inc. | 89,610 | $4.21M | 0.1% | +16.0% | 0.175% | |
5/7/2025 | Horan Capital Advisors LLC. | 339,420 | $15.93M | 5.4% | +1.2% | 0.662% | |
5/7/2025 | LPL Financial LLC | 1,568,446 | $73.62M | 0.0% | +25.1% | 3.060% | |
5/6/2025 | Cetera Investment Advisers | 640,756 | $30.08M | 0.1% | +24.8% | 1.250% | |
5/6/2025 | IMA Advisory Services Inc. | 182,951 | $8.59M | 1.0% | N/A | 0.357% | |