8/12/2025 | J.W. Cole Advisors Inc. | 16,632 | $1.53M | 0.0% | +37.8% | 0.027% | |
8/12/2025 | SlateStone Wealth LLC | 14,251 | $1.31M | 0.1% | N/A | 0.023% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 25,410 | $2.34M | 0.0% | +0.6% | 0.041% | |
8/12/2025 | CreativeOne Wealth LLC | 751,657 | $69.29M | 1.8% | -1.7% | 1.216% | |
8/12/2025 | Global Retirement Partners LLC | 63,678 | $5.87M | 0.1% | N/A | 0.103% | |
8/12/2025 | Richard W. Paul & Associates LLC | 13,553 | $1.25M | 0.5% | +1.4% | 0.022% | |
8/12/2025 | Del Sette Capital Management LLC | 46,378 | $4.28M | 3.0% | -3.8% | 0.075% | |
8/12/2025 | MAI Capital Management | 4,907 | $452K | 0.0% | -17.0% | 0.008% | |
8/12/2025 | JPMorgan Chase & Co. | 678,188 | $62.52M | 0.0% | +7.4% | 1.097% | |
8/12/2025 | Wealth Advisors of Iowa LLC | 25,142 | $2.32M | 0.9% | -4.6% | 0.041% | |
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8/12/2025 | Lionshead Wealth Management LLC | 7,091 | $654K | 0.6% | -2.6% | 0.011% | |
8/12/2025 | NFP Retirement Inc. | 5,667 | $522K | 0.0% | -13.8% | 0.009% | |
8/11/2025 | TD Waterhouse Canada Inc. | 19,075 | $1.75M | 0.0% | +41.4% | 0.031% | |
8/11/2025 | VSM Wealth Advisory LLC | 12,867 | $1.19M | 0.4% | +3.9% | 0.021% | |
8/11/2025 | HHM Wealth Advisors LLC | 2,113 | $195K | 0.0% | N/A | 0.003% | |
8/11/2025 | United Advisor Group LLC | 3,777 | $348K | 0.1% | -4.0% | 0.006% | |
8/11/2025 | Slagle Financial LLC | 30,876 | $2.85M | 1.1% | N/A | 0.050% | |
8/11/2025 | Pinnacle Financial Group LLC IL | 18,900 | $1.74M | 0.6% | +1.7% | 0.031% | |
8/11/2025 | PAX Financial Group LLC | 129,846 | $11.97M | 2.3% | -20.2% | 0.210% | |
8/8/2025 | Kingsview Wealth Management LLC | 15,981 | $1.47M | 0.0% | -10.1% | 0.026% | |
8/8/2025 | Avantax Advisory Services Inc. | 317,898 | $29.30M | 0.2% | +20.9% | 0.514% | |
8/8/2025 | Keyvantage Wealth LLC | 19,323 | $1.78M | 0.8% | -11.6% | 0.031% | |
8/8/2025 | Cetera Investment Advisers | 455,516 | $41.99M | 0.1% | -10.5% | 0.737% | |
8/8/2025 | Flaharty Asset Management LLC | 268,467 | $24.75M | 5.1% | +1.6% | 0.434% | |
8/8/2025 | Creative Planning | 26,065 | $2.40M | 0.0% | -48.6% | 0.042% | |
8/8/2025 | WealthShield Partners LLC | 75,465 | $6.96M | 0.8% | -16.0% | 0.122% | |
8/8/2025 | Security Financial Services INC. | 58,114 | $5.36M | 0.9% | +2.3% | 0.094% | |
8/8/2025 | Family Firm Inc. | 24,740 | $2.28M | 0.5% | -3.8% | 0.040% | |
8/8/2025 | Your Advocates Ltd. LLP | 225,243 | $20.76M | 7.5% | +2.3% | 0.364% | |
8/8/2025 | Evolution Wealth Advisors LLC | 3,189 | $294K | 0.0% | +46.5% | 0.005% | |
8/8/2025 | Good Life Advisors LLC | 2,821 | $260K | 0.0% | N/A | 0.005% | |
8/8/2025 | D Orazio & Associates Inc. | 29,591 | $2.73M | 0.4% | -4.0% | 0.048% | |
8/8/2025 | PNC Financial Services Group Inc. | 165,571 | $15.26M | 0.0% | +1.7% | 0.268% | |
8/7/2025 | Alpha Cubed Investments LLC | 219,571 | $20.24M | 0.8% | +17.1% | 0.355% | |
8/7/2025 | Allworth Financial LP | 86,900 | $8.01M | 0.0% | +1.0% | 0.141% | |
8/7/2025 | PFG Advisors | 14,424 | $1.33M | 0.0% | +26.2% | 0.023% | |
8/7/2025 | Arbor Trust Wealth Advisors LLC | 4,968 | $458K | 0.2% | -43.2% | 0.008% | |
8/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 8,105 | $747K | 0.1% | -6.9% | 0.013% | |
8/7/2025 | Rollins Financial Advisors LLC | 4,178 | $385K | 0.1% | +20.7% | 0.007% | |
8/6/2025 | Prospera Financial Services Inc | 4,281 | $395K | 0.0% | -7.6% | 0.007% | |
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8/6/2025 | Decker Retirement Planning Inc. | 5,679 | $523K | 0.3% | +2.6% | 0.009% | |
8/6/2025 | Christian Investment Advisors Inc. | 2,251 | $207K | 0.1% | -99.0% | 0.004% | |
8/6/2025 | AE Wealth Management LLC | 817,675 | $75.37M | 0.6% | +26.6% | 1.322% | |
8/6/2025 | Rovin Capital UT ADV | 10,800 | $996K | 0.3% | -4.5% | 0.017% | |
8/6/2025 | Vestmark Advisory Solutions Inc. | 4,910 | $453K | 0.0% | -53.3% | 0.008% | |
8/6/2025 | Savant Capital LLC | 4,957 | $457K | 0.0% | +14.3% | 0.008% | |
8/6/2025 | Fairway Financial LLC | 27,507 | $2.54M | 2.1% | -1.4% | 0.044% | |
8/6/2025 | Csenge Advisory Group | 74,944 | $6.82M | 0.4% | -1.2% | 0.121% | |
8/5/2025 | Arrowroot Family Office LLC | 13,282 | $1.22M | 0.5% | N/A | 0.021% | |
8/5/2025 | Milestone Asset Management LLC | 42,962 | $3.96M | 0.8% | +1.3% | 0.069% | |
8/5/2025 | Sheridan Capital Management LLC | 126,576 | $11.67M | 8.0% | -0.6% | 0.205% | |
8/5/2025 | Bank of New York Mellon Corp | 158,815 | $14.64M | 0.0% | -42.1% | 0.257% | |
8/5/2025 | Westside Investment Management Inc. | 14,486 | $1.33M | 0.2% | +6.8% | 0.023% | |
8/5/2025 | Bank of Montreal Can | 50,376 | $4.64M | 0.0% | -7.7% | 0.081% | |
8/5/2025 | Hutchens & Kramer Investment Management Group LLC | 102,777 | $9.43M | 4.3% | +122.1% | 0.166% | |
8/5/2025 | Sigma Planning Corp | 7,135 | $658K | 0.0% | -3.2% | 0.012% | |
8/5/2025 | Aviance Capital Partners LLC | 53,964 | $4.97M | 0.7% | +3.3% | 0.087% | |
8/5/2025 | Gould Asset Management LLC CA | 104,772 | $9.66M | 1.9% | +2.5% | 0.169% | |
8/4/2025 | Syverson Strege & Co | 66,265 | $6.11M | 1.4% | +0.8% | 0.107% | |
8/4/2025 | Linscomb Wealth Inc. | 59,663 | $5.50M | 0.3% | +7.8% | 0.096% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 7,468 | $688K | 0.0% | +5.5% | 0.012% | |
8/4/2025 | Creekmur Asset Management LLC | 98,606 | $9.09M | 1.6% | N/A | 0.159% | |
8/4/2025 | IFG Advisory LLC | 86,684 | $7.99M | 0.4% | -18.9% | 0.140% | |
8/4/2025 | Pinnacle Associates Ltd. | 8,801 | $811K | 0.0% | -11.9% | 0.014% | |
8/4/2025 | Atria Investments Inc | 8,400 | $774K | 0.0% | -5.4% | 0.014% | |
8/4/2025 | Savvy Advisors Inc. | 2,544 | $235K | 0.0% | N/A | 0.004% | |
8/4/2025 | Assetmark Inc. | 2,204 | $203K | 0.0% | +280.0% | 0.004% | |
8/4/2025 | Buck Wealth Strategies LLC | 374,586 | $34.53M | 5.3% | +19.1% | 0.606% | |
8/4/2025 | Arkadios Wealth Advisors | 11,020 | $1.02M | 0.0% | +5.2% | 0.018% | |
8/4/2025 | Northwest Financial Advisors | 25,494 | $2.35M | 3.3% | +30.8% | 0.041% | |
8/4/2025 | Waterfront Wealth Inc. | 11,598 | $1.07M | 0.2% | +4.7% | 0.019% | |
8/4/2025 | L.M. Kohn & Company | 2,375 | $219K | 0.1% | N/A | 0.004% | |
8/1/2025 | FSA Advisors Inc. | 5,392 | $497K | 0.4% | +142.6% | 0.009% | |
8/1/2025 | Koss Olinger Consulting LLC | 659,337 | $60.78M | 5.0% | -3.0% | 1.067% | |
8/1/2025 | MorganRosel Wealth Management LLC | 100,672 | $9.28M | 2.5% | +2.8% | 0.163% | |
8/1/2025 | Envestnet Asset Management Inc. | 2,180,473 | $201.00M | 0.1% | -8.2% | 3.530% | |
7/31/2025 | Heirloom Wealth Management | 442,263 | $40.77M | 10.8% | N/A | 0.716% | |
7/31/2025 | Insight Wealth Partners LLC | 26,128 | $2.41M | 0.9% | +1.3% | 0.042% | |
7/31/2025 | Richards Merrill & Peterson Inc. | 6,178 | $569K | 0.3% | -3.2% | 0.010% | |
7/31/2025 | Moloney Securities Asset Management LLC | 10,546 | $972K | 0.1% | -4.2% | 0.017% | |
7/31/2025 | Cardinal Point Capital Management ULC | 4,125 | $380K | 0.0% | -37.7% | 0.007% | |
7/31/2025 | Avion Wealth | 613 | $56K | 0.0% | -15.2% | 0.001% | |
7/31/2025 | FSM Wealth Advisors LLC | 352,973 | $32.20M | 5.2% | +19.7% | 0.571% | |
7/31/2025 | FSA Investment Group LLC | 8,066 | $743K | 0.6% | -31.9% | 0.013% | |
7/30/2025 | Cornerstone Advisory LLC | 48,511 | $4.47M | 0.5% | -3.6% | 0.079% | |
7/30/2025 | Bleakley Financial Group LLC | 128,598 | $11.85M | 0.3% | +5.5% | 0.208% | |
7/30/2025 | Strategic Blueprint LLC | 20,485 | $1.89M | 0.1% | +73.8% | 0.033% | |
7/30/2025 | Freedom Investment Management Inc. | 171,931 | $15.85M | 1.3% | -7.3% | 0.278% | |
7/30/2025 | Rehmann Capital Advisory Group | 7,523 | $693K | 0.0% | +10.6% | 0.012% | |
7/30/2025 | Patten Group Inc. | 15,629 | $1.44M | 0.3% | +2.3% | 0.025% | |
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7/30/2025 | Brookstone Capital Management | 20,607 | $1.90M | 0.0% | -4.4% | 0.033% | |
7/30/2025 | Retirement Planning Group LLC | 31,689 | $2.92M | 0.1% | -10.2% | 0.051% | |
7/30/2025 | D.A. Davidson & CO. | 67,275 | $6.20M | 0.0% | +25.0% | 0.109% | |
7/30/2025 | Lionsbridge Wealth Management LLC | 17,838 | $1.64M | 1.6% | +319.8% | 0.029% | |
7/29/2025 | Stephens Inc. AR | 10,814 | $997K | 0.0% | +6.6% | 0.018% | |
7/29/2025 | Forvis Mazars Wealth Advisors LLC | 22,520 | $2.08M | 0.0% | -1.7% | 0.037% | |
7/29/2025 | Kelman Lazarov Inc. | 239,862 | $22.11M | 3.6% | -2.6% | 0.389% | |
7/29/2025 | Goldstein Advisors LLC | 243,078 | $22.41M | 3.0% | -2.2% | 0.395% | |
7/29/2025 | Schubert & Co | 3,025 | $279K | 0.2% | N/A | 0.005% | |
7/29/2025 | Koshinski Asset Management Inc. | 35,965 | $3.32M | 0.2% | +8.5% | 0.058% | |