9/9/2025 | Cambridge Financial Group LLC | 48,817 | $3.91M | 1.5% | +1.3% | 0.036% | |
9/9/2025 | NWF Advisory Services Inc. | 31,441 | $2.52M | 0.3% | +1.2% | 0.023% | |
9/4/2025 | Osaic Holdings Inc. | 291,441 | $23.21M | 0.0% | +23.3% | 0.213% | |
9/2/2025 | FSC Wealth Advisors LLC | 4,771 | $382K | 0.2% | -3.9% | 0.003% | |
8/27/2025 | Barnes Wealth Management Group Inc | 13,041 | $1.05M | 0.6% | -2.9% | 0.010% | |
8/27/2025 | Orion Porfolio Solutions LLC | 32,342 | $2.59M | 0.0% | -15.5% | 0.024% | |
8/27/2025 | Squarepoint Ops LLC | 13,366 | $1.07M | 0.0% | N/A | 0.010% | |
8/25/2025 | Silverlake Wealth Management LLC | 20,222 | $1.62M | 0.5% | +8.4% | 0.015% | |
8/20/2025 | Tull Financial Group Inc. | 169,725 | $13.60M | 6.2% | +3.7% | 0.124% | |
8/19/2025 | Advisory Services Network LLC | 33,168 | $2.65M | 0.0% | +43.2% | 0.024% | |
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8/19/2025 | Anchor Investment Management LLC | 25,897 | $2.08M | 0.2% | +3.4% | 0.019% | |
8/18/2025 | ARQ Wealth Advisors LLC | 38,329 | $2.82M | 0.9% | N/A | 0.028% | |
8/18/2025 | N.E.W. Advisory Services LLC | 350 | $28K | 0.0% | N/A | 0.000% | |
8/18/2025 | Geneos Wealth Management Inc. | 3,674 | $294K | 0.0% | +28.1% | 0.003% | |
8/15/2025 | Brooks Moore & Associates Inc. | 8,530 | $682K | 0.4% | +7.8% | 0.006% | |
8/15/2025 | Corient Private Wealth LLC | 12,008 | $962K | 0.0% | +82.7% | 0.009% | |
8/15/2025 | Equitable Holdings Inc. | 478,945 | $38.37M | 0.3% | +6.9% | 0.351% | |
8/15/2025 | Captrust Financial Advisors | 2,277,509 | $182.45M | 0.4% | +22.6% | 1.668% | |
8/15/2025 | Visionary Wealth Advisors | 2,800 | $224K | 0.0% | N/A | 0.002% | |
8/15/2025 | Talisman Wealth Advisors LLC | 28,472 | $2.28M | 2.0% | +2.0% | 0.021% | |
8/15/2025 | Redwood Investment Management LLC | 2,705 | $217K | 0.0% | N/A | 0.002% | |
8/15/2025 | Orion Porfolio Solutions LLC | 32,342 | $2.59M | 0.0% | -15.5% | 0.024% | |
8/15/2025 | MML Investors Services LLC | 176,310 | $14.12M | 0.0% | +31.6% | 0.129% | |
8/15/2025 | Hara Capital LLC | 400 | $32K | 0.0% | -60.0% | 0.000% | |
8/15/2025 | IHT Wealth Management LLC | 13,643 | $1.09M | 0.0% | +23.3% | 0.010% | |
8/15/2025 | EP Wealth Advisors LLC | 48,270 | $3.87M | 0.0% | +39.7% | 0.035% | |
8/15/2025 | Bank of America Corp DE | 4,532,014 | $363.06M | 0.0% | +14.5% | 3.318% | |
8/15/2025 | Ameriprise Financial Inc. | 1,629,960 | $130.58M | 0.0% | +20.4% | 1.193% | |
8/14/2025 | Strategic Wealth Investment Group LLC | 6,517 | $522K | 0.8% | +5.1% | 0.005% | |
8/14/2025 | First Citizens Asset Management Inc. | 10,230 | $820K | 0.3% | -14.2% | 0.007% | |
8/14/2025 | Jane Street Group LLC | 311,513 | $24.96M | 0.0% | -51.1% | 0.228% | |
8/14/2025 | Raymond James Financial Inc. | 849,339 | $68.04M | 0.0% | +9.2% | 0.622% | |
8/14/2025 | Quantinno Capital Management LP | 20,618 | $1.65M | 0.0% | -1.6% | 0.015% | |
8/14/2025 | HUB Investment Partners LLC | 104,851 | $8.40M | 0.3% | -2.6% | 0.077% | |
8/14/2025 | Main Street Financial Solutions LLC | 4,742 | $380K | 0.0% | +17.1% | 0.003% | |
8/14/2025 | The Manufacturers Life Insurance Company | 1,769,022 | $141.72M | 0.1% | +1.6% | 1.295% | |
8/14/2025 | Squarepoint Ops LLC | 13,366 | $1.07M | 0.0% | N/A | 0.010% | |
8/14/2025 | FAS Wealth Partners Inc. | 11,131 | $892K | 0.1% | +1.4% | 0.008% | |
8/14/2025 | Sei Investments Co. | 316,681 | $25.37M | 0.0% | -0.5% | 0.232% | |
8/14/2025 | Marathon Capital Management | 102,167 | $8.19M | 2.1% | +2,833.3% | 0.075% | |
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8/14/2025 | Qube Research & Technologies Ltd | 38,234 | $3.06M | 0.0% | -10.6% | 0.028% | |
8/14/2025 | Hurley Capital LLC | 742 | $59K | 0.0% | N/A | 0.001% | |
8/14/2025 | CoreFirst Bank & Trust | 36,687 | $2.94M | 1.7% | +0.9% | 0.027% | |
8/14/2025 | Transce3nd LLC | 24,741 | $1.98M | 0.8% | -0.8% | 0.018% | |
8/14/2025 | Ally Invest Advisors Inc. | 34,726 | $2.78M | 0.2% | -1.6% | 0.025% | |
8/14/2025 | Cary Street Partners Financial LLC | 42,960 | $3.44M | 0.1% | +9.8% | 0.031% | |
8/14/2025 | Cerity Partners LLC | 35,988 | $2.88M | 0.0% | +1.1% | 0.026% | |
8/13/2025 | Avestar Capital LLC | 3,282 | $263K | 0.0% | -3.8% | 0.002% | |
8/13/2025 | StoneX Group Inc. | 5,410 | $433K | 0.0% | -3.8% | 0.004% | |
8/13/2025 | Gateway Wealth Partners LLC | 4,597 | $368K | 0.1% | -14.6% | 0.003% | |
8/13/2025 | Capital Advisors Wealth Management LLC | 129,985 | $10.41M | 1.6% | +10.6% | 0.095% | |
8/13/2025 | Brown Advisory Inc. | 4,669 | $374K | 0.0% | N/A | 0.003% | |
8/13/2025 | Baird Financial Group Inc. | 264,200 | $21.17M | 0.0% | +3.8% | 0.193% | |
8/13/2025 | EverSource Wealth Advisors LLC | 14,342 | $1.15M | 0.1% | +35.3% | 0.011% | |
8/13/2025 | Plan Group Financial LLC | 25,227 | $2.02M | 0.7% | N/A | 0.018% | |
8/13/2025 | Beacon Pointe Advisors LLC | 50,468 | $4.04M | 0.0% | +43.0% | 0.037% | |
8/13/2025 | Lumbard & Kellner LLC | 113,545 | $9.10M | 4.0% | -1.2% | 0.083% | |
8/13/2025 | Lido Advisors LLC | 25,425 | $2.04M | 0.0% | +149.2% | 0.019% | |
8/13/2025 | Mackenzie Financial Corp | 225,478 | $18.06M | 0.0% | +21.5% | 0.165% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 140,915 | $11.29M | 0.0% | +8.2% | 0.103% | |
8/13/2025 | Mayfair Advisory Group LLC | 65,890 | $5.45M | 2.6% | +31.8% | 0.048% | |
8/13/2025 | Choreo LLC | 12,108 | $970K | 0.0% | +26.2% | 0.009% | |
8/13/2025 | Russell Investments Group Ltd. | 1,193 | $96K | 0.0% | N/A | 0.001% | |
8/12/2025 | J.W. Cole Advisors Inc. | 33,713 | $2.70M | 0.1% | +13.0% | 0.025% | |
8/12/2025 | Laurel Wealth Advisors LLC | 130,179 | $10.43M | 0.0% | N/A | 0.095% | |
8/12/2025 | XTX Topco Ltd | 3,221 | $258K | 0.0% | N/A | 0.002% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 11,867 | $951K | 0.0% | -16.3% | 0.009% | |
8/12/2025 | CreativeOne Wealth LLC | 5,864 | $470K | 0.0% | +9.6% | 0.004% | |
8/12/2025 | Global Retirement Partners LLC | 16,612 | $1.33M | 0.0% | N/A | 0.012% | |
8/12/2025 | Cowa LLC | 41,042 | $3.29M | 1.3% | +7.6% | 0.030% | |
8/12/2025 | Camden National Bank | 11,215 | $898K | 0.1% | -1.1% | 0.008% | |
8/12/2025 | Richard W. Paul & Associates LLC | 6,070 | $486K | 0.2% | -7.6% | 0.004% | |
8/12/2025 | Journey Strategic Wealth LLC | 3,897 | $312K | 0.0% | +20.4% | 0.003% | |
8/12/2025 | JPMorgan Chase & Co. | 514,455 | $41.21M | 0.0% | +23.7% | 0.377% | |
8/12/2025 | Howe & Rusling Inc. | 35,528 | $2.85M | 0.2% | +15.4% | 0.026% | |
8/11/2025 | TD Waterhouse Canada Inc. | 9,242 | $743K | 0.0% | +4,280.1% | 0.007% | |
8/11/2025 | FSC Wealth Advisors LLC | 4,771 | $382K | 0.2% | -3.9% | 0.003% | |
8/11/2025 | M Wealth Management LLC | 3,965 | $318K | 0.3% | +23.9% | 0.003% | |
8/11/2025 | Dorsey & Whitney Trust CO LLC | 3,324 | $266K | 0.0% | -6.5% | 0.002% | |
8/11/2025 | Pinnacle Financial Group LLC IL | 145,616 | $11.67M | 3.9% | +3.3% | 0.107% | |
8/11/2025 | Beta Wealth Group Inc. | 48,562 | $3.89M | 1.4% | -2.7% | 0.036% | |
8/8/2025 | Rockefeller Capital Management L.P. | 108,580 | $8.70M | 0.0% | +3.7% | 0.079% | |
8/8/2025 | Kingsview Wealth Management LLC | 103,719 | $8.31M | 0.1% | +195.4% | 0.076% | |
8/8/2025 | Collaborative Wealth Managment Inc. | 6,247 | $500K | 0.2% | -4.9% | 0.005% | |
8/8/2025 | Avantax Advisory Services Inc. | 150,724 | $12.07M | 0.1% | +2.4% | 0.110% | |
8/8/2025 | Cetera Investment Advisers | 320,647 | $25.69M | 0.0% | +11.7% | 0.235% | |
8/8/2025 | Creative Planning | 674,293 | $54.02M | 0.0% | +0.5% | 0.494% | |
8/8/2025 | Meridian Wealth Management LLC | 5,770 | $462K | 0.0% | +25.7% | 0.004% | |
8/8/2025 | Foundations Investment Advisors LLC | 2,746 | $220K | 0.0% | N/A | 0.002% | |
8/8/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 70,889 | $5.68M | 1.3% | +1.6% | 0.052% | |
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8/8/2025 | PNC Financial Services Group Inc. | 407,600 | $32.65M | 0.0% | +20.6% | 0.298% | |
8/7/2025 | Cascade Financial Partners LLC | 6,628 | $531K | 0.1% | -3.5% | 0.005% | |
8/7/2025 | Fagan Associates Inc. | 11,873 | $951K | 0.1% | +1.4% | 0.009% | |
8/7/2025 | Clarity Wealth Advisors LLC | 103,188 | $8.27M | 2.0% | +12.1% | 0.076% | |
8/7/2025 | New England Private Wealth Advisors LLC | 165,985 | $13.38M | 2.0% | +4.1% | 0.122% | |
8/7/2025 | Nwam LLC | 6,274 | $506K | 0.0% | N/A | 0.005% | |
8/7/2025 | Aspen Wealth Strategies LLC | 10,538 | $844K | 0.5% | -2.5% | 0.008% | |
8/7/2025 | Mosaic Financial Group LLC | 19,693 | $1.58M | 1.2% | +18.8% | 0.014% | |
8/7/2025 | Allworth Financial LP | 18,798 | $1.51M | 0.0% | -14.1% | 0.014% | |
8/6/2025 | Prospera Financial Services Inc | 37,591 | $3.01M | 0.1% | +1.8% | 0.028% | |