10/10/2025 | Sound Income Strategies LLC | 3,732 | $170K | 0.0% | +26.7% | 0.002% | |
10/10/2025 | Mills Wealth Advisors LLC | 68,388 | $3.21M | 1.3% | +5.6% | 0.031% | |
10/10/2025 | Congress Asset Management Co. | 74,303 | $3.49M | 0.0% | -1.8% | 0.034% | |
10/10/2025 | Clarity Financial LLC | 119,651 | $5.62M | 0.6% | +107.3% | 0.055% | |
10/10/2025 | Castleview Partners LLC | 7,648 | $359K | 0.2% | +32.1% | 0.003% | |
10/10/2025 | Focus Financial Network Inc. | 27,772 | $1.30M | 0.0% | -1.5% | 0.013% | |
10/9/2025 | Meadowbrook Wealth Management LLC | 7,183 | $337K | 0.4% | N/A | 0.003% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 107,808 | $5.06M | 0.1% | +8.9% | 0.049% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 31,610 | $1.48M | 0.0% | +7.4% | 0.014% | |
10/8/2025 | Teamwork Financial Advisors LLC | 10,234 | $480K | 0.0% | +8.7% | 0.005% | |
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10/8/2025 | Vista Finance LLC | 222,920 | $10.46M | 6.9% | +5.2% | 0.102% | |
10/8/2025 | Armstrong Advisory Group Inc. | 11,058 | $519K | 0.0% | -24.0% | 0.005% | |
10/8/2025 | Balefire LLC | 87,377 | $4.10M | 0.8% | +63.7% | 0.040% | |
10/7/2025 | Salem Investment Counselors Inc. | 83,551 | $3.92M | 0.1% | +1.2% | 0.038% | |
10/6/2025 | Searcy Financial Services Inc. ADV | 352,402 | $16.54M | 6.3% | +3.5% | 0.161% | |
10/6/2025 | Heartwood Wealth Advisors LLC | 38,026 | $1.79M | 0.2% | +6.4% | 0.017% | |
10/6/2025 | Venture Visionary Partners LLC | 17,002 | $798K | 0.0% | -13.7% | 0.008% | |
10/3/2025 | HCR Wealth Advisors | 32,788 | $1.53M | 0.2% | +1.2% | 0.015% | |
10/3/2025 | Summit Financial Wealth Advisors LLC | 333,130 | $15.62M | 2.4% | +2.0% | 0.152% | |
10/3/2025 | HFG Wealth Management LLC | 32,790 | $1.60M | 0.9% | +1.1% | 0.015% | |
10/2/2025 | GAMMA Investing LLC | 653 | $31K | 0.0% | +213.9% | 0.000% | |
10/1/2025 | Vigilare Wealth Management | 14,589 | $685K | 0.2% | -27.9% | 0.007% | |
9/29/2025 | Summit Financial Wealth Advisors LLC | 326,648 | $15.96M | 2.9% | +6.3% | 0.152% | |
9/26/2025 | Corient Private Wealth LLC | 140,088 | $6.85M | 0.0% | +31.8% | 0.065% | |
9/23/2025 | RS Crum Inc. | 306,313 | $14.97M | 3.6% | N/A | 0.143% | |
9/9/2025 | NWF Advisory Services Inc. | 12,454 | $608K | 0.1% | +12.7% | 0.006% | |
9/4/2025 | Osaic Holdings Inc. | 729,278 | $35.67M | 0.1% | +8.0% | 0.339% | |
8/29/2025 | Centaurus Financial Inc. | 23,325 | $1.14M | 0.1% | +1.8% | 0.011% | |
8/27/2025 | Orion Porfolio Solutions LLC | 234,564 | $11.46M | 0.1% | -3.8% | 0.109% | |
8/26/2025 | Thrivent Financial for Lutherans | 329,183 | $16.08M | 0.0% | +1,100.8% | 0.153% | |
8/26/2025 | Claris Financial LLC | 18,662 | $912K | 0.7% | +113.6% | 0.009% | |
8/25/2025 | Silverlake Wealth Management LLC | 5,655 | $276K | 0.1% | N/A | 0.003% | |
8/22/2025 | TT Capital Management LLC | 20,095 | $982K | 0.3% | N/A | 0.009% | |
8/20/2025 | Thompson Davis & CO. Inc. | 4,980 | $243K | 0.1% | N/A | 0.002% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 13,417 | $656K | 0.1% | +880.8% | 0.006% | |
8/19/2025 | Marex Group plc | 16,260 | $794K | 0.0% | N/A | 0.008% | |
8/19/2025 | Advisory Services Network LLC | 159,884 | $8.01M | 0.1% | +7.6% | 0.074% | |
8/19/2025 | Anchor Investment Management LLC | 9,976 | $487K | 0.0% | -4.1% | 0.005% | |
8/18/2025 | Brick & Kyle Associates | 164,125 | $7.91M | 3.5% | +1.7% | 0.076% | |
8/18/2025 | Tyler Stone Wealth Management | 22,527 | $1.10M | 0.2% | +1.7% | 0.010% | |
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8/16/2025 | Evergreen Capital Management LLC | 170,239 | $8.32M | 0.3% | +3.3% | 0.079% | |
8/15/2025 | Corient Private Wealth LLC | 140,700 | $6.86M | 0.0% | +32.4% | 0.065% | |
8/15/2025 | Equitable Holdings Inc. | 52,799 | $2.58M | 0.0% | +8.5% | 0.025% | |
8/15/2025 | Northeast Financial Consultants Inc | 5,134 | $251K | 0.0% | N/A | 0.002% | |
8/15/2025 | Captrust Financial Advisors | 440,177 | $21.51M | 0.0% | +0.5% | 0.205% | |
8/15/2025 | Prevail Innovative Wealth Advisors LLC | 49,915 | $2.44M | 0.5% | +48.8% | 0.023% | |
8/15/2025 | BROOKFIELD Corp ON | 1,330 | $65K | 0.0% | N/A | 0.001% | |
8/15/2025 | Visionary Wealth Advisors | 8,890 | $434K | 0.0% | +4.1% | 0.004% | |
8/15/2025 | Smartleaf Asset Management LLC | 4,035 | $197K | 0.0% | +908.8% | 0.002% | |
8/15/2025 | Snowden Capital Advisors LLC | 25,192 | $1.23M | 0.0% | -23.4% | 0.012% | |
8/15/2025 | Riggs Asset Managment Co. Inc. | 207,777 | $10.15M | 2.5% | -4.8% | 0.097% | |
8/15/2025 | Orion Porfolio Solutions LLC | 1,039,696 | $50.80M | 0.4% | +326.3% | 0.484% | |
8/15/2025 | MML Investors Services LLC | 151,343 | $7.40M | 0.0% | +19.0% | 0.070% | |
8/15/2025 | Hilton Capital Management LLC | 252,629 | $12.34M | 1.0% | +16.6% | 0.118% | |
8/15/2025 | IHT Wealth Management LLC | 11,422 | $558K | 0.0% | +33.3% | 0.005% | |
8/15/2025 | Great Valley Advisor Group Inc. | 10,016 | $489K | 0.0% | +44.4% | 0.005% | |
8/15/2025 | EP Wealth Advisors LLC | 531,882 | $25.99M | 0.2% | +0.3% | 0.247% | |
8/15/2025 | Curi Capital LLC | 11,709 | $572K | 0.0% | N/A | 0.005% | |
8/15/2025 | Benjamin Edwards Inc. | 25,742 | $1.26M | 0.0% | +9.5% | 0.012% | |
8/15/2025 | BTG Pactual Asset Management US LLC | 51,681 | $2.53M | 0.3% | +282.9% | 0.024% | |
8/15/2025 | Bank of America Corp DE | 8,453,389 | $413.03M | 0.0% | +0.7% | 3.933% | |
8/15/2025 | Ameriprise Financial Inc. | 1,634,868 | $79.89M | 0.0% | +19.2% | 0.761% | |
8/14/2025 | MGB Wealth Management LLC | 84,067 | $4.11M | 1.4% | +9.8% | 0.039% | |
8/14/2025 | Raymond James Financial Inc. | 2,715,784 | $132.69M | 0.0% | +5.9% | 1.264% | |
8/14/2025 | Quantinno Capital Management LP | 50,768 | $2.48M | 0.0% | +63.3% | 0.024% | |
8/14/2025 | Diversify Advisory Services LLC | 4,584 | $224K | 0.0% | N/A | 0.002% | |
8/14/2025 | Objective Capital Management LLC | 6,017 | $294K | 0.3% | -4.7% | 0.003% | |
8/14/2025 | Wealth Preservation Advisors LLC | 5,139 | $251K | 0.2% | -5.7% | 0.002% | |
8/14/2025 | Operose Advisors LLC | 12,947 | $633K | 0.2% | -9.4% | 0.006% | |
8/14/2025 | Main Street Financial Solutions LLC | 39,919 | $1.95M | 0.1% | -14.4% | 0.019% | |
8/14/2025 | FWL Investment Management LLC | 253,365 | $12.38M | 3.8% | +7.5% | 0.118% | |
8/14/2025 | Sei Investments Co. | 12,755 | $623K | 0.0% | N/A | 0.006% | |
8/14/2025 | Dearborn Partners LLC | 20,150 | $985K | 0.0% | -7.4% | 0.009% | |
8/14/2025 | NewEdge Advisors LLC | 443,975 | $21.69M | 0.1% | +5.0% | 0.207% | |
8/14/2025 | Stamos Capital Partners L.P. | 77,236 | $3.77M | 0.7% | +56.8% | 0.036% | |
8/14/2025 | Qube Research & Technologies Ltd | 141,189 | $6.90M | 0.0% | +16.4% | 0.066% | |
8/14/2025 | Hurley Capital LLC | 5,648 | $276K | 0.2% | +118.6% | 0.003% | |
8/14/2025 | Tandem Financial LLC | 19,953 | $975K | 0.9% | +10.1% | 0.009% | |
8/14/2025 | Baker Avenue Asset Management LP | 34,795 | $1.70M | 0.0% | N/A | 0.016% | |
8/14/2025 | Bollard Group LLC | 47,669 | $2.33M | 0.1% | +1.3% | 0.022% | |
8/14/2025 | Cary Street Partners Financial LLC | 216,359 | $10.57M | 0.3% | +80.6% | 0.101% | |
8/14/2025 | Cerity Partners LLC | 108,912 | $5.32M | 0.0% | -0.3% | 0.051% | |
8/13/2025 | Gamco Investors INC. ET AL | 73,540 | $3.59M | 0.0% | -0.3% | 0.034% | |
8/13/2025 | Intrinsic Edge Capital Management LLC | 80,000 | $3.91M | 0.5% | N/A | 0.037% | |
8/13/2025 | Rockport Wealth LLC | 4,590 | $224K | 0.1% | N/A | 0.002% | |
8/13/2025 | New Harbor Financial Group LLC | 486,012 | $23.75M | 5.4% | +4.4% | 0.226% | |
8/13/2025 | Capula Management Ltd | 29,345 | $1.43M | 0.0% | +331.5% | 0.014% | |
8/13/2025 | Cresset Asset Management LLC | 32,606 | $1.59M | 0.0% | +256.7% | 0.015% | |
8/13/2025 | Gateway Wealth Partners LLC | 10,324 | $504K | 0.1% | -21.9% | 0.005% | |
8/13/2025 | Philadelphia Trust Co. | 38,387 | $1.88M | 0.1% | -3.9% | 0.018% | |
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8/13/2025 | Raab & Moskowitz Asset Management LLC | 17,438 | $852K | 0.2% | -3.4% | 0.008% | |
8/13/2025 | Invesco Ltd. | 36,186 | $1.77M | 0.0% | -6.3% | 0.017% | |
8/13/2025 | Plan Group Financial LLC | 32,572 | $1.59M | 0.5% | N/A | 0.015% | |
8/13/2025 | CW Advisors LLC | 83,538 | $4.08M | 0.0% | -7.9% | 0.039% | |
8/13/2025 | Nicolet Bankshares Inc. | 138,087 | $6.75M | 1.2% | +2.0% | 0.064% | |
8/13/2025 | Beacon Pointe Advisors LLC | 61,918 | $3.03M | 0.0% | +6.9% | 0.029% | |
8/13/2025 | NBW Capital LLC | 6,400 | $313K | 0.1% | N/A | 0.003% | |
8/13/2025 | Advocacy Wealth Management Services LLC | 10,682 | $522K | 0.0% | -3.0% | 0.005% | |
8/13/2025 | Smith Moore & CO. | 16,202 | $792K | 0.1% | -4.6% | 0.008% | |
8/13/2025 | VestGen Advisors LLC | 90,930 | $4.44M | 0.2% | +91.5% | 0.042% | |