8/8/2025 | Rockefeller Capital Management L.P. | 122,909 | $5.00M | 0.0% | +17.5% | 0.035% | |
8/8/2025 | Kingsview Wealth Management LLC | 26,514 | $1.08M | 0.0% | +39.1% | 0.008% | |
8/8/2025 | Avantax Advisory Services Inc. | 583,425 | $23.72M | 0.1% | +37.7% | 0.168% | |
8/8/2025 | Thoroughbred Financial Services LLC | 165,610 | $6.73M | 0.5% | +30.5% | 0.048% | |
8/8/2025 | Cetera Investment Advisers | 6,196,806 | $251.90M | 0.4% | +25.2% | 1.788% | |
8/8/2025 | CWS Financial Advisors LLC | 119,051 | $4.84M | 1.4% | +12.5% | 0.034% | |
8/8/2025 | New England Capital Financial Advisors LLC | 1,442,572 | $58.64M | 26.8% | +1.5% | 0.416% | |
8/8/2025 | Creative Planning | 27,418 | $1.12M | 0.0% | +9.7% | 0.008% | |
8/8/2025 | Meridian Wealth Management LLC | 72,775 | $2.96M | 0.1% | +0.4% | 0.021% | |
8/8/2025 | Security Financial Services INC. | 7,551 | $307K | 0.1% | N/A | 0.002% | |
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8/8/2025 | Sittner & Nelson LLC | 26,907 | $1.09M | 0.4% | +19.9% | 0.008% | |
8/8/2025 | Intrua Financial LLC | 5,861 | $238K | 0.0% | N/A | 0.002% | |
8/8/2025 | Good Life Advisors LLC | 138,993 | $5.65M | 0.4% | -17.9% | 0.040% | |
8/8/2025 | Advyzon Investment Management LLC | 5,231 | $213K | 0.0% | N/A | 0.002% | |
8/7/2025 | Cvfg LLC | 7,725 | $314K | 0.2% | +9.5% | 0.002% | |
8/7/2025 | Weil Company Inc. | 30,314 | $1.23M | 0.3% | -85.9% | 0.009% | |
8/7/2025 | CENTRAL TRUST Co | 57,159 | $2.32M | 0.1% | -9.9% | 0.016% | |
8/7/2025 | Nwam LLC | 20,963 | $873K | 0.1% | +3.0% | 0.006% | |
8/7/2025 | Allworth Financial LP | 141,489 | $5.75M | 0.0% | +0.9% | 0.041% | |
8/7/2025 | PFG Advisors | 413,340 | $16.80M | 0.5% | +13.0% | 0.119% | |
8/7/2025 | Alpha Financial Advisors LLC | 418,278 | $17.00M | 6.6% | -32.2% | 0.121% | |
8/6/2025 | Prospera Financial Services Inc | 1,074,317 | $43.68M | 0.8% | +8.6% | 0.310% | |
8/6/2025 | Wedbush Securities Inc. | 8,501 | $346K | 0.0% | -74.9% | 0.002% | |
8/6/2025 | Carnegie Lake Advisors LLC | 13,576 | $552K | 0.2% | +5.4% | 0.004% | |
8/6/2025 | Vestmark Advisory Solutions Inc. | 304,746 | $12.39M | 0.2% | +115.1% | 0.088% | |
8/6/2025 | Atlas Legacy Advisors LLC | 42,328 | $1.72M | 0.4% | -23.1% | 0.012% | |
8/6/2025 | Souders Financial Advisors | 364,518 | $14.82M | 1.9% | +10.0% | 0.105% | |
8/6/2025 | Mascagni Wealth Management Inc. | 15,852 | $644K | 0.5% | +66.6% | 0.005% | |
8/6/2025 | Commonwealth Equity Services LLC | 12,435,851 | $505.52M | 0.7% | +6.5% | 3.587% | |
8/6/2025 | Convergence Financial LLC | 61,792 | $2.51M | 0.4% | +1.2% | 0.018% | |
8/6/2025 | First Horizon Advisors Inc. | 1,141 | $46K | 0.0% | -38.8% | 0.000% | |
8/5/2025 | GPS Wealth Strategies Group LLC | 11,853 | $482K | 0.1% | -3.2% | 0.003% | |
8/5/2025 | Mason Investment Advisory Services Inc. | 240,420 | $9.77M | 0.5% | +29.3% | 0.069% | |
8/5/2025 | Westside Investment Management Inc. | 17,145 | $697K | 0.1% | +36.1% | 0.005% | |
8/5/2025 | Bank of Montreal Can | 17,354 | $705K | 0.0% | +12.9% | 0.005% | |
8/5/2025 | Sigma Planning Corp | 107,562 | $4.37M | 0.1% | +78.6% | 0.031% | |
8/5/2025 | Aurdan Capital Management LLC | 96,701 | $3.93M | 1.3% | -0.9% | 0.028% | |
8/5/2025 | 5T Wealth LLC | 135,018 | $5.49M | 2.6% | -7.5% | 0.039% | |
8/5/2025 | Mission Wealth Management LP | 412,884 | $16.78M | 0.4% | -0.1% | 0.119% | |
8/5/2025 | Lifeworks Advisors LLC | 27,806 | $1.13M | 0.2% | +1.5% | 0.008% | |
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8/4/2025 | Saxony Capital Management LLC | 18,216 | $740K | 0.6% | +3.1% | 0.005% | |
8/4/2025 | Bridgewealth Advisory Group LLC | 182,411 | $7.42M | 1.9% | +43.3% | 0.053% | |
8/4/2025 | Integrity Alliance LLC. | 47,389 | $1.93M | 0.1% | -4.3% | 0.014% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 11,723 | $477K | 0.0% | -8.0% | 0.003% | |
8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 257,979 | $10.49M | 1.4% | +4.8% | 0.074% | |
8/4/2025 | Hicks Capital Management LLC | 10,175 | $414K | 0.7% | N/A | 0.003% | |
8/4/2025 | Kovack Advisors Inc. | 30,135 | $1.23M | 0.1% | +14.1% | 0.009% | |
8/4/2025 | IFG Advisory LLC | 61,891 | $2.52M | 0.1% | +57.4% | 0.018% | |
8/4/2025 | Coign Capital Advisors LLC | 228,586 | $9.29M | 6.3% | N/A | 0.066% | |
8/4/2025 | Atria Investments Inc | 98,762 | $4.02M | 0.0% | -13.8% | 0.028% | |
8/4/2025 | Assetmark Inc. | 188,912 | $7.68M | 0.0% | +24.9% | 0.054% | |
8/4/2025 | Spire Wealth Management | 69,139 | $2.81M | 0.1% | +1.7% | 0.020% | |
8/4/2025 | Arkadios Wealth Advisors | 24,691 | $1.00M | 0.0% | +12.7% | 0.007% | |
8/4/2025 | World Investment Advisors | 126,676 | $5.15M | 0.1% | +34.8% | 0.037% | |
8/4/2025 | Flagship Harbor Advisors LLC | 203,116 | $8.26M | 0.4% | +22.8% | 0.059% | |
8/4/2025 | Daymark Wealth Partners LLC | 304,055 | $12.36M | 0.5% | -2.2% | 0.088% | |
8/4/2025 | Mayflower Financial Advisors LLC | 8,960 | $364K | 0.1% | N/A | 0.003% | |
8/4/2025 | WNY Asset Management LLC | 2,070,237 | $84.16M | 9.3% | +1.2% | 0.597% | |
8/1/2025 | Ferguson Shapiro LLC | 342,583 | $13.93M | 4.7% | N/A | 0.099% | |
8/1/2025 | Advisory Alpha LLC | 15,765 | $641K | 0.0% | +11.6% | 0.005% | |
8/1/2025 | Brookwood Investment Group LLC | 9,964 | $405K | 0.1% | N/A | 0.003% | |
8/1/2025 | Signature Wealth Management Group | 16,339 | $664K | 0.3% | +2.3% | 0.005% | |
8/1/2025 | Envestnet Asset Management Inc. | 10,446,012 | $424.63M | 0.1% | +29.0% | 3.013% | |
8/1/2025 | Chilton Capital Management LLC | 3,097 | $126K | 0.0% | +100.3% | 0.001% | |
7/31/2025 | McCarthy Asset Management Inc. | 17,937 | $729K | 0.5% | -6.5% | 0.005% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 83,453 | $3.39M | 0.0% | +9.8% | 0.024% | |
7/31/2025 | Richards Merrill & Peterson Inc. | 41,810 | $1.70M | 0.8% | +8.5% | 0.012% | |
7/31/2025 | Moloney Securities Asset Management LLC | 44,190 | $1.80M | 0.2% | -2.5% | 0.013% | |
7/31/2025 | 180 Wealth Advisors LLC | 20,294 | $825K | 0.1% | -3.3% | 0.006% | |
7/30/2025 | Bleakley Financial Group LLC | 145,947 | $5.93M | 0.2% | +1.4% | 0.042% | |
7/30/2025 | Strategic Blueprint LLC | 415,294 | $16.88M | 0.8% | +44.5% | 0.120% | |
7/30/2025 | Prosperity Financial Group Inc. | 6,525 | $265K | 0.1% | +4.5% | 0.002% | |
7/30/2025 | Freedom Investment Management Inc. | 10,264 | $417K | 0.0% | N/A | 0.003% | |
7/30/2025 | BlueChip Wealth Advisors LLC | 145,662 | $5.92M | 2.4% | +0.8% | 0.042% | |
7/30/2025 | Exencial Wealth Advisors LLC | 411,088 | $16.71M | 0.6% | +1.0% | 0.119% | |
7/30/2025 | Brookstone Capital Management | 147,489 | $6.00M | 0.1% | +14.9% | 0.043% | |
7/30/2025 | D.A. Davidson & CO. | 747,006 | $30.37M | 0.2% | +52.9% | 0.215% | |
7/30/2025 | Cullen Frost Bankers Inc. | 66,449 | $2.70M | 0.0% | +29.3% | 0.019% | |
7/30/2025 | Smith Thornton Advisors LLC | 184,452 | $7.50M | 4.3% | +5.8% | 0.053% | |
7/30/2025 | IMG Wealth Management Inc. | 112,047 | $4.56M | 3.5% | +9.8% | 0.032% | |
7/30/2025 | Financial Perspectives Inc | 48,964 | $1.99M | 0.6% | +1.4% | 0.014% | |
7/29/2025 | Stephens Inc. AR | 252,436 | $10.26M | 0.1% | +204.5% | 0.073% | |
7/29/2025 | Balboa Wealth Partners | 11,750 | $478K | 0.1% | N/A | 0.003% | |
7/29/2025 | Burford Brothers Inc. | 197,303 | $8.02M | 3.7% | +6.7% | 0.057% | |
7/29/2025 | International Assets Investment Management LLC | 16,216 | $659K | 0.0% | +24.9% | 0.005% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 2,795,286 | $113.63M | 2.6% | +7.7% | 0.806% | |
7/29/2025 | CapWealth Advisors LLC | 63,630 | $2.59M | 0.3% | -2.7% | 0.018% | |
7/29/2025 | Koshinski Asset Management Inc. | 144,694 | $5.88M | 0.4% | +7.5% | 0.042% | |
7/29/2025 | Stratos Wealth Partners LTD. | 79,791 | $3.24M | 0.0% | +29.8% | 0.023% | |
7/29/2025 | Private Trust Co. NA | 30,860 | $1.25M | 0.1% | +80.8% | 0.009% | |
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7/29/2025 | Latitude Advisors LLC | 54,486 | $2.22M | 1.1% | +3.5% | 0.016% | |
7/29/2025 | Clearview Wealth Advisors LLC | 198,550 | $8.07M | 5.6% | +7.3% | 0.057% | |
7/28/2025 | Uptick Partners LLC | 25,154 | $1.02M | 0.3% | +3.5% | 0.007% | |
7/28/2025 | EQ Wealth Advisors LLC | 235,442 | $9.57M | 6.5% | +15.3% | 0.068% | |
7/28/2025 | Mutual Advisors LLC | 232,410 | $9.69M | 0.2% | +39.8% | 0.067% | |
7/28/2025 | Harbour Investments Inc. | 506,074 | $20.57M | 0.5% | +6.8% | 0.146% | |
7/28/2025 | JGP Wealth Management LLC | 5,540 | $225K | 0.0% | N/A | 0.002% | |
7/28/2025 | Sagespring Wealth Partners LLC | 577,712 | $23.48M | 0.2% | +330.6% | 0.167% | |
7/28/2025 | RFG Advisory LLC | 99,094 | $4.03M | 0.1% | +79.7% | 0.029% | |
7/28/2025 | Axxcess Wealth Management LLC | 339,826 | $13.81M | 0.3% | +35.4% | 0.098% | |