9/9/2025 | NWF Advisory Services Inc. | 2,274 | $226K | 0.0% | N/A | 0.006% | |
9/4/2025 | Osaic Holdings Inc. | 433,925 | $43.15M | 0.1% | -24.6% | 1.134% | |
9/4/2025 | Beacon Capital Management Inc. | 65,886 | $6.55M | 0.3% | -16.9% | 0.172% | |
8/27/2025 | Barnes Wealth Management Group Inc | 13,121 | $1.31M | 0.8% | +2.4% | 0.034% | |
8/27/2025 | Orion Porfolio Solutions LLC | 20,222 | $2.01M | 0.0% | -47.8% | 0.053% | |
8/19/2025 | Advisory Services Network LLC | 26,153 | $2.60M | 0.0% | N/A | 0.068% | |
8/19/2025 | Delos Wealth Advisors LLC | 112,105 | $11.15M | 8.7% | -4.2% | 0.293% | |
8/18/2025 | Geneos Wealth Management Inc. | 12,002 | $1.19M | 0.0% | +10.4% | 0.031% | |
8/18/2025 | Hershey Financial Advisers LLC | 46,579 | $4.63M | 4.1% | N/A | 0.122% | |
8/15/2025 | Tower Research Capital LLC TRC | 25,589 | $2.54M | 0.1% | +319,762.5% | 0.067% | |
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8/15/2025 | Equitable Holdings Inc. | 107,823 | $10.72M | 0.1% | -3.0% | 0.282% | |
8/15/2025 | Two Sigma Securities LLC | 8,449 | $840K | 0.1% | N/A | 0.022% | |
8/15/2025 | Tidal Investments LLC | 34,357 | $3.42M | 0.0% | -58.2% | 0.090% | |
8/15/2025 | Orion Porfolio Solutions LLC | 20,222 | $2.01M | 0.0% | -47.8% | 0.053% | |
8/15/2025 | MML Investors Services LLC | 216,762 | $21.55M | 0.1% | +58.1% | 0.567% | |
8/15/2025 | Modern Wealth Management LLC | 4,405 | $438K | 0.0% | -13.1% | 0.012% | |
8/15/2025 | HRT Financial LP | 53,600 | $5.33M | 0.0% | N/A | 0.140% | |
8/15/2025 | IHT Wealth Management LLC | 3,950 | $393K | 0.0% | -11.2% | 0.010% | |
8/15/2025 | Great Valley Advisor Group Inc. | 8,622 | $857K | 0.0% | -1.4% | 0.023% | |
8/15/2025 | EP Wealth Advisors LLC | 35,020 | $3.48M | 0.0% | -38.9% | 0.092% | |
8/15/2025 | Bank of America Corp DE | 1,398,948 | $139.10M | 0.0% | -1.7% | 3.657% | |
8/15/2025 | Acas LLC | 19,286 | $1.92M | 1.3% | +3.4% | 0.050% | |
8/15/2025 | AQR Capital Management LLC | 229,093 | $22.78M | 0.0% | +72.8% | 0.599% | |
8/15/2025 | Ameriprise Financial Inc. | 1,133,420 | $112.75M | 0.0% | +32.2% | 2.963% | |
8/14/2025 | Jane Street Group LLC | 82,190 | $8.17M | 0.0% | +110.1% | 0.215% | |
8/14/2025 | Ausdal Financial Partners Inc. | 18,199 | $1.81M | 0.1% | +8.9% | 0.048% | |
8/14/2025 | Raymond James Financial Inc. | 181,239 | $18.02M | 0.0% | +7.4% | 0.474% | |
8/14/2025 | Peak Asset Management LLC | 198,943 | $19.78M | 3.6% | +1.3% | 0.520% | |
8/14/2025 | Napa Wealth Management | 80,409 | $8.00M | 3.8% | +2,118.2% | 0.210% | |
8/14/2025 | NewEdge Advisors LLC | 104,490 | $10.39M | 0.1% | -23.2% | 0.273% | |
8/14/2025 | Pecaut & CO. | 376,756 | $37.46M | 12.4% | +0.1% | 0.985% | |
8/14/2025 | Vertex Planning Partners LLC | 11,401 | $1.13M | 0.2% | +393.3% | 0.030% | |
8/14/2025 | Cerity Partners LLC | 174,125 | $17.31M | 0.0% | +169.1% | 0.455% | |
8/13/2025 | Victory Financial Group LLC | 25,313 | $2.52M | 0.4% | +27.6% | 0.066% | |
8/13/2025 | StoneX Group Inc. | 10,870 | $1.08M | 0.1% | +130.2% | 0.028% | |
8/13/2025 | Flow Traders U.S. LLC | 40,007 | $3.98M | 0.1% | +101.8% | 0.105% | |
8/13/2025 | Portland Global Advisors LLC | 39,662 | $3.94M | 0.5% | -28.4% | 0.104% | |
8/13/2025 | EverSource Wealth Advisors LLC | 21,126 | $2.10M | 0.1% | +1.6% | 0.055% | |
8/13/2025 | Luminist Capital LLC | 1,469 | $146K | 0.1% | -11.5% | 0.004% | |
8/13/2025 | JT Stratford LLC | 2,970 | $295K | 0.0% | N/A | 0.008% | |
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8/13/2025 | Northwestern Mutual Wealth Management Co. | 129,475 | $12.87M | 0.0% | +19.4% | 0.338% | |
8/13/2025 | Elevation Point Wealth Partners LLC | 452 | $45K | 0.0% | N/A | 0.001% | |
8/13/2025 | Quadrant Capital Group LLC | 46,343 | $4.61M | 0.2% | -19.6% | 0.121% | |
8/12/2025 | Financial Advocates Investment Management | 129,678 | $12.89M | 1.1% | -1.1% | 0.339% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 33,748 | $3.36M | 0.0% | +107.4% | 0.088% | |
8/12/2025 | Coldstream Capital Management Inc. | 17,864 | $1.78M | 0.0% | -3.8% | 0.047% | |
8/12/2025 | Nemes Rush Group LLC | 7,064 | $702K | 0.1% | +19.4% | 0.018% | |
8/12/2025 | AlphaCore Capital LLC | 80,546 | $8.01M | 0.3% | +24.5% | 0.211% | |
8/12/2025 | Kohmann Bosshard Financial Services LLC | 5,363 | $533K | 0.1% | -34.8% | 0.014% | |
8/12/2025 | MAI Capital Management | 10,224 | $1.02M | 0.0% | +2,034.4% | 0.027% | |
8/12/2025 | JPMorgan Chase & Co. | 53,384 | $5.31M | 0.0% | +54.4% | 0.140% | |
8/12/2025 | Wealth Advisors of Iowa LLC | 9,811 | $976K | 0.4% | N/A | 0.026% | |
8/11/2025 | Traub Capital Management LLC | 23,522 | $2.34M | 2.2% | N/A | 0.061% | |
8/11/2025 | Perennial Investment Advisors LLC | 4,258 | $423K | 0.0% | N/A | 0.011% | |
8/11/2025 | Nordwand Advisors LLC | 1,933 | $192K | 0.0% | N/A | 0.005% | |
8/11/2025 | Sykon Capital LLC | 10,588 | $1.05M | 0.4% | +66.8% | 0.028% | |
8/11/2025 | Western Wealth Management LLC | 27,895 | $2.77M | 0.2% | +7.8% | 0.073% | |
8/8/2025 | Rockefeller Capital Management L.P. | 126,120 | $12.54M | 0.0% | +82.8% | 0.330% | |
8/8/2025 | Horizon Family Wealth Inc. | 121,631 | $12.09M | 7.4% | +4.2% | 0.318% | |
8/8/2025 | WealthTrust Asset Management LLC | 46,013 | $4.58M | 3.4% | -59.3% | 0.120% | |
8/8/2025 | Cetera Investment Advisers | 458,535 | $45.59M | 0.1% | +7.3% | 1.199% | |
8/8/2025 | Creative Planning | 5,500 | $547K | 0.0% | +35.4% | 0.014% | |
8/8/2025 | Altiora Financial Group LLC | 93,772 | $9.32M | 1.8% | -11.6% | 0.245% | |
8/8/2025 | Meridian Wealth Management LLC | 3,275 | $326K | 0.0% | +38.1% | 0.009% | |
8/8/2025 | Hibernia Wealth Partners LLC | 75,902 | $7.55M | 2.4% | +98.9% | 0.198% | |
8/8/2025 | Good Life Advisors LLC | 12,536 | $1.25M | 0.1% | +2.3% | 0.033% | |
8/8/2025 | Austin Wealth Management LLC | 117,034 | $11.63M | 2.1% | -2.9% | 0.306% | |
8/7/2025 | Birchcreek Wealth Management LLC | 120,933 | $12.02M | 6.8% | +1.2% | 0.316% | |
8/7/2025 | Fonville Wealth Management LLC | 2,445 | $243K | 0.1% | N/A | 0.006% | |
8/7/2025 | Midwest Trust Co | 4,171 | $415K | 0.0% | N/A | 0.011% | |
8/6/2025 | Prospera Financial Services Inc | 15,104 | $1.50M | 0.0% | +8.2% | 0.039% | |
8/6/2025 | Stokes Family Office LLC | 10,300 | $1.02M | 0.1% | +51.5% | 0.027% | |
8/6/2025 | Mark Sheptoff Financial Planning LLC | 800 | $80K | 0.0% | N/A | 0.002% | |
8/6/2025 | Miller Investment Management LP | 1,108,066 | $110.18M | 11.6% | +0.0% | 2.897% | |
8/6/2025 | Pekin Hardy Strauss Inc. | 9,490 | $944K | 0.1% | +56.1% | 0.025% | |
8/6/2025 | Sound Financial Strategies Group LLC | 11,930 | $1.19M | 1.0% | +78.4% | 0.031% | |
8/6/2025 | Long Run Wealth Advisors LLC | 108,203 | $10.76M | 2.3% | +20.1% | 0.283% | |
8/6/2025 | Convergence Financial LLC | 5,705 | $567K | 0.1% | -94.3% | 0.015% | |
8/6/2025 | Entrewealth LLC | 85,941 | $8.55M | 5.9% | -8.7% | 0.225% | |
8/5/2025 | Fourth Dimension Wealth LLC | 1,008 | $100K | 0.0% | -55.6% | 0.003% | |
8/5/2025 | Rareview Capital LLC | 44,841 | $4.46M | 2.8% | N/A | 0.117% | |
8/5/2025 | Prosperity Consulting Group LLC | 51,843 | $5.16M | 0.4% | N/A | 0.136% | |
8/5/2025 | Transatlantique Private Wealth LLC | 2,168 | $216K | 0.1% | N/A | 0.006% | |
8/5/2025 | Bank of Montreal Can | 5,464 | $542K | 0.0% | +14.2% | 0.014% | |
8/5/2025 | Sigma Planning Corp | 4,975 | $495K | 0.0% | +8.0% | 0.013% | |
8/5/2025 | Castlekeep Investment Advisors LLC | 127,671 | $12.69M | 6.2% | -7.4% | 0.334% | |
8/4/2025 | Hutchinson Financial Advisors INC | 22,830 | $2.27M | 0.9% | N/A | 0.060% | |
8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 5,160 | $513K | 0.1% | -12.4% | 0.013% | |
8/4/2025 | One Day In July LLC | 257,744 | $25.63M | 2.3% | +40.9% | 0.674% | |
8/4/2025 | Premier Path Wealth Partners LLC | 2,339 | $233K | 0.0% | -22.4% | 0.006% | |
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8/4/2025 | Flagship Harbor Advisors LLC | 13,835 | $1.38M | 0.1% | +28.9% | 0.036% | |
8/1/2025 | Anson Capital Inc. | 96,355 | $9.58M | 7.7% | +9.1% | 0.252% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 297,399 | $29.57M | 1.0% | -39.7% | 0.778% | |
8/1/2025 | Envestnet Asset Management Inc. | 478,109 | $47.54M | 0.0% | +19.3% | 1.250% | |
7/31/2025 | Darden Wealth Group Inc | 4,909 | $488K | 0.3% | N/A | 0.013% | |
7/31/2025 | Ndwm LLC | 140,079 | $13.93M | 10.2% | -16.5% | 0.366% | |
7/31/2025 | Waldron Private Wealth LLC | 63,010 | $6.27M | 0.3% | -13.3% | 0.165% | |
7/31/2025 | Carrera Capital Advisors | 46,655 | $4.64M | 0.9% | +14.3% | 0.122% | |
7/31/2025 | Moloney Securities Asset Management LLC | 4,311 | $429K | 0.1% | +6.8% | 0.011% | |
7/31/2025 | SoundView Advisors Inc. | 274,348 | $27.28M | 10.1% | +2.4% | 0.717% | |