8/29/2025 | Centaurus Financial Inc. | 12,500 | $334K | 0.0% | +25.4% | 0.009% | |
8/27/2025 | Tribridge Partners Financial LLC | 41,940 | $1.12M | 0.7% | N/A | 0.032% | |
8/27/2025 | Orion Porfolio Solutions LLC | 534,359 | $14.26M | 0.1% | +1.6% | 0.405% | |
8/18/2025 | Geneos Wealth Management Inc. | 74,936 | $2M | 0.0% | +119.1% | 0.057% | |
8/15/2025 | Captrust Financial Advisors | 77,895 | $2.08M | 0.0% | +10.5% | 0.059% | |
8/15/2025 | Blue Chip Partners LLC | 1,517,911 | $40.51M | 3.3% | +2,093.0% | 1.150% | |
8/15/2025 | Orion Porfolio Solutions LLC | 52,908 | $1.54M | 0.0% | -89.9% | 0.040% | |
8/15/2025 | MML Investors Services LLC | 1,825,400 | $48.72M | 0.1% | +18.1% | 1.383% | |
8/15/2025 | Modern Wealth Management LLC | 85,094 | $2.27M | 0.1% | +224.4% | 0.064% | |
8/15/2025 | Freedom Financial Partners LLC | 73,166 | $1.95M | 0.8% | +4.1% | 0.055% | |
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8/15/2025 | Great Valley Advisor Group Inc. | 947,101 | $25.28M | 0.6% | -11.0% | 0.718% | |
8/15/2025 | Envision Financial Planning LLC | 118,946 | $3.18M | 1.5% | +196.7% | 0.090% | |
8/15/2025 | Benjamin Edwards Inc. | 226,671 | $6.05M | 0.1% | +30.0% | 0.172% | |
8/15/2025 | Bank of America Corp DE | 226,673 | $6.05M | 0.0% | +774.4% | 0.172% | |
8/14/2025 | Jane Street Group LLC | 336,372 | $8.98M | 0.0% | +47.5% | 0.255% | |
8/14/2025 | Raymond James Financial Inc. | 1,152,361 | $30.76M | 0.0% | +45.6% | 0.873% | |
8/14/2025 | Betterment LLC | 53,683 | $1.43M | 0.0% | -53.1% | 0.041% | |
8/14/2025 | Sand Hill Global Advisors LLC | 19,141 | $511K | 0.0% | N/A | 0.015% | |
8/14/2025 | Sei Investments Co. | 230,579 | $6.15M | 0.0% | N/A | 0.175% | |
8/14/2025 | NewEdge Advisors LLC | 123,537 | $3.30M | 0.0% | +105.7% | 0.094% | |
8/14/2025 | Cerity Partners LLC | 60,202 | $1.61M | 0.0% | +0.7% | 0.046% | |
8/13/2025 | Per Stirling Capital Management LLC. | 36,356 | $970K | 0.1% | -88.6% | 0.028% | |
8/13/2025 | Gateway Wealth Partners LLC | 24,520 | $654K | 0.1% | +71.1% | 0.019% | |
8/13/2025 | Milestone Investment Advisors LLC | 28,848 | $770K | 0.2% | +695.8% | 0.022% | |
8/13/2025 | Baird Financial Group Inc. | 233,356 | $6.23M | 0.0% | +23.2% | 0.177% | |
8/13/2025 | EverSource Wealth Advisors LLC | 31,620 | $844K | 0.0% | -37.2% | 0.024% | |
8/13/2025 | CW Advisors LLC | 17,193 | $459K | 0.0% | -18.5% | 0.013% | |
8/13/2025 | Beacon Pointe Advisors LLC | 156,859 | $4.19M | 0.0% | N/A | 0.119% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 4,977,547 | $132.85M | 0.1% | +35.9% | 3.771% | |
8/13/2025 | Maia Wealth LLC | 14,649 | $391K | 0.1% | +45.9% | 0.011% | |
8/12/2025 | J.W. Cole Advisors Inc. | 42,429 | $1.13M | 0.0% | +22.6% | 0.032% | |
8/12/2025 | Financial Advocates Investment Management | 13,201 | $352K | 0.0% | -19.9% | 0.010% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 75,834 | $2.02M | 0.0% | +151.1% | 0.057% | |
8/12/2025 | Global Retirement Partners LLC | 69,320 | $1.85M | 0.0% | N/A | 0.053% | |
8/12/2025 | Entruity Wealth LLC | 41,826 | $1.12M | 0.9% | -12.3% | 0.032% | |
8/12/2025 | JPMorgan Chase & Co. | 482,725 | $12.88M | 0.0% | -7.7% | 0.366% | |
8/11/2025 | Inspire Advisors LLC | 75,367 | $2.01M | 0.2% | -3.7% | 0.059% | |
8/11/2025 | United Advisor Group LLC | 7,513 | $201K | 0.0% | N/A | 0.006% | |
8/8/2025 | Kingsview Wealth Management LLC | 8,599 | $230K | 0.0% | N/A | 0.007% | |
8/8/2025 | Avantax Advisory Services Inc. | 97,501 | $2.60M | 0.0% | +46.5% | 0.077% | |
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8/8/2025 | Thoroughbred Financial Services LLC | 38,490 | $1.03M | 0.1% | +29.5% | 0.030% | |
8/8/2025 | Cetera Investment Advisers | 2,954,080 | $78.84M | 0.1% | +14.7% | 2.322% | |
8/8/2025 | New England Capital Financial Advisors LLC | 134,903 | $3.60M | 1.6% | +9.6% | 0.106% | |
8/8/2025 | Meridian Wealth Management LLC | 25,661 | $685K | 0.0% | +19.2% | 0.020% | |
8/8/2025 | Intrua Financial LLC | 33,023 | $881K | 0.1% | +259.8% | 0.026% | |
8/8/2025 | Royal Harbor Partners LLC | 282,735 | $7.55M | 2.8% | -0.6% | 0.222% | |
8/8/2025 | Advyzon Investment Management LLC | 113,057 | $3.02M | 0.7% | N/A | 0.089% | |
8/7/2025 | Nwam LLC | 18,147 | $484K | 0.0% | +2.5% | 0.014% | |
8/7/2025 | Allworth Financial LP | 22,852 | $610K | 0.0% | -9.8% | 0.018% | |
8/6/2025 | Prospera Financial Services Inc | 129,485 | $3.46M | 0.1% | +6.5% | 0.102% | |
8/6/2025 | Wedbush Securities Inc. | 55,249 | $1.48M | 0.1% | +7.2% | 0.043% | |
8/6/2025 | Vestmark Advisory Solutions Inc. | 1,948,750 | $52.01M | 0.8% | +111.4% | 1.532% | |
8/6/2025 | Souders Financial Advisors | 42,940 | $1.15M | 0.1% | -2.1% | 0.034% | |
8/6/2025 | Commonwealth Equity Services LLC | 2,291,900 | $61.17M | 0.1% | +10.5% | 1.802% | |
8/6/2025 | Robinson Smith Wealth Advisors LLC | 235,332 | $6.28M | 5.0% | +7.0% | 0.185% | |
8/6/2025 | First Horizon Advisors Inc. | 3,709 | $99K | 0.0% | -16.3% | 0.003% | |
8/5/2025 | Hunter Associates Investment Management LLC | 316,966 | $8.46M | 1.3% | N/A | 0.249% | |
8/5/2025 | Sigma Planning Corp | 18,963 | $506K | 0.0% | +29.9% | 0.015% | |
8/5/2025 | Aurdan Capital Management LLC | 14,724 | $393K | 0.1% | N/A | 0.012% | |
8/5/2025 | Atlas Private Wealth Advisors | 52,847 | $1.41M | 0.2% | N/A | 0.042% | |
8/4/2025 | Continental Investors Services Inc. | 33,078 | $883K | 1.6% | +2.1% | 0.026% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 91,740 | $2.45M | 0.2% | +3,722.5% | 0.072% | |
8/4/2025 | Atria Investments Inc | 27,811 | $742K | 0.0% | -81.6% | 0.022% | |
8/4/2025 | Assetmark Inc. | 898,643 | $23.99M | 0.1% | +8.0% | 0.706% | |
8/4/2025 | Arkadios Wealth Advisors | 8,158 | $218K | 0.0% | N/A | 0.006% | |
8/4/2025 | World Investment Advisors | 155,689 | $4.16M | 0.1% | +4.8% | 0.122% | |
8/4/2025 | Northwest Financial Advisors | 34,222 | $913K | 1.3% | +152.5% | 0.027% | |
8/4/2025 | WNY Asset Management LLC | 251,311 | $6.71M | 0.7% | +18.8% | 0.198% | |
8/1/2025 | GWN Securities Inc. | 43,734 | $1.17M | 0.2% | +332.4% | 0.034% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 151,672 | $4.05M | 0.1% | +31.0% | 0.119% | |
8/1/2025 | Envestnet Asset Management Inc. | 8,424,405 | $224.85M | 0.1% | +13.7% | 6.623% | |
7/31/2025 | VestGen Investment Management | 27,231 | $727K | 0.5% | +38.9% | 0.021% | |
7/31/2025 | Richards Merrill & Peterson Inc. | 7,925 | $212K | 0.1% | +30.5% | 0.006% | |
7/30/2025 | EnRich Financial Partners LLC | 371,837 | $9.92M | 3.0% | N/A | 0.292% | |
7/30/2025 | Strategic Blueprint LLC | 8,207 | $219K | 0.0% | N/A | 0.006% | |
7/30/2025 | D.A. Davidson & CO. | 9,031 | $241K | 0.0% | N/A | 0.007% | |
7/30/2025 | Cullen Frost Bankers Inc. | 55,926 | $1.49M | 0.0% | +65.0% | 0.044% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 20,000 | $534K | 0.0% | N/A | 0.016% | |
7/30/2025 | Financial Perspectives Inc | 5,008 | $134K | 0.0% | +301.6% | 0.004% | |
7/29/2025 | Stephens Inc. AR | 50,125 | $1.34M | 0.0% | -9.0% | 0.039% | |
7/29/2025 | Madison Wealth Partners Inc | 38,776 | $1.04M | 0.2% | +30.0% | 0.030% | |
7/29/2025 | Koshinski Asset Management Inc. | 213,256 | $5.69M | 0.4% | +12.1% | 0.168% | |
7/29/2025 | Stratos Wealth Partners LTD. | 10,379 | $277K | 0.0% | N/A | 0.008% | |
7/28/2025 | Keeler & Nadler Financial Planning & Wealth Management | 75,108 | $2.01M | 0.8% | +100.8% | 0.059% | |
7/28/2025 | EQ Wealth Advisors LLC | 107,120 | $2.86M | 1.9% | -1.3% | 0.084% | |
7/28/2025 | Mutual Advisors LLC | 138,278 | $3.69M | 0.1% | +1.1% | 0.109% | |
7/28/2025 | Harbour Investments Inc. | 27,886 | $744K | 0.0% | -35.6% | 0.022% | |
7/28/2025 | Frazier Financial Advisors LLC | 17,039 | $455K | 0.3% | -3.8% | 0.013% | |
7/25/2025 | Atria Wealth Solutions Inc. | 192,286 | $5.14M | 0.1% | -25.2% | 0.151% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 310,387 | $8.28M | 0.0% | -19.3% | 0.244% | |
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7/25/2025 | Landmark Wealth Management LLC | 98,745 | $2.64M | 1.1% | -13.3% | 0.078% | |
7/25/2025 | CWM LLC | 61,874 | $1.65M | 0.0% | +0.7% | 0.049% | |
7/25/2025 | Transcendent Capital Group LLC | 19,080 | $509K | 0.3% | N/A | 0.015% | |
7/24/2025 | NavPoint Financial Inc. | 91,818 | $2.45M | 1.5% | +9.8% | 0.072% | |
7/24/2025 | Stonebridge Financial Group LLC | 332,639 | $8.88M | 0.9% | N/A | 0.262% | |
7/24/2025 | IFP Advisors Inc | 15,448 | $412K | 0.0% | +36.3% | 0.012% | |
7/24/2025 | MSH Capital Advisors LLC | 9,327 | $249K | 0.1% | N/A | 0.007% | |
7/23/2025 | Armstrong Fleming & Moore Inc | 48,249 | $1.29M | 0.7% | N/A | 0.038% | |
7/23/2025 | Valmark Advisers Inc. | 50,217 | $1.34M | 0.0% | +9.5% | 0.039% | |
7/23/2025 | Venturi Wealth Management LLC | 756,569 | $20.19M | 1.0% | -7.5% | 0.595% | |