9/4/2025 | Osaic Holdings Inc. | 37,843 | $6.11M | 0.0% | -9.0% | 0.610% | |
8/27/2025 | Orion Porfolio Solutions LLC | 5,382 | $868K | 0.0% | -70.9% | 0.087% | |
8/20/2025 | Forefront Wealth Partners LLC | 3,115 | $507K | 0.3% | N/A | 0.050% | |
8/20/2025 | Coppell Advisory Solutions LLC | 3,042 | $491K | 0.1% | -37.1% | 0.049% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 9,526 | $1.54M | 0.1% | N/A | 0.154% | |
8/18/2025 | Geneos Wealth Management Inc. | 546 | $88K | 0.0% | +67.5% | 0.009% | |
8/15/2025 | Corient Private Wealth LLC | 4,290 | $692K | 0.0% | N/A | 0.069% | |
8/15/2025 | Puff Wealth Management LLC | 1,308 | $211K | 0.1% | -24.3% | 0.021% | |
8/15/2025 | Captrust Financial Advisors | 4,028 | $650K | 0.0% | -3.0% | 0.065% | |
8/15/2025 | Two Sigma Securities LLC | 2,001 | $323K | 0.0% | +56.5% | 0.032% | |
|
8/15/2025 | Snowden Capital Advisors LLC | 6,243 | $1.01M | 0.0% | -7.4% | 0.101% | |
8/15/2025 | Orion Porfolio Solutions LLC | 17,536 | $2.83M | 0.0% | -5.1% | 0.283% | |
8/15/2025 | Modern Wealth Management LLC | 42,030 | $6.78M | 0.2% | +39.5% | 0.678% | |
8/15/2025 | Great Valley Advisor Group Inc. | 3,547 | $573K | 0.0% | -3.7% | 0.057% | |
8/15/2025 | Benjamin Edwards Inc. | 28,808 | $4.65M | 0.1% | +40.5% | 0.465% | |
8/15/2025 | Bank of America Corp DE | 192,556 | $31.07M | 0.0% | -0.2% | 3.106% | |
8/15/2025 | Ameriprise Financial Inc. | 42,218 | $6.81M | 0.0% | -1.0% | 0.681% | |
8/14/2025 | Jane Street Group LLC | 15,721 | $2.54M | 0.0% | -15.6% | 0.254% | |
8/14/2025 | Raymond James Financial Inc. | 144,291 | $23.28M | 0.0% | -7.8% | 2.327% | |
8/14/2025 | Qube Research & Technologies Ltd | 707 | $114K | 0.0% | -76.5% | 0.011% | |
8/13/2025 | Flow Traders U.S. LLC | 2,907 | $469K | 0.0% | N/A | 0.047% | |
8/13/2025 | Gateway Wealth Partners LLC | 6,127 | $988K | 0.2% | +1.8% | 0.099% | |
8/13/2025 | Baird Financial Group Inc. | 8,039 | $1.30M | 0.0% | +12.9% | 0.130% | |
8/13/2025 | First Trust Advisors LP | 8,393 | $1.36M | 0.0% | +0.8% | 0.135% | |
8/13/2025 | CW Advisors LLC | 43,402 | $7.00M | 0.1% | -0.2% | 0.700% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 2,054 | $343K | 0.1% | -2.8% | 0.033% | |
8/13/2025 | Beacon Pointe Advisors LLC | 7,076 | $1.14M | 0.0% | +8.1% | 0.114% | |
8/13/2025 | Stablepoint Partners LLC | 4,468 | $721K | 0.1% | +3.0% | 0.072% | |
8/13/2025 | Level Four Advisory Services LLC | 3,061 | $494K | 0.0% | -2.8% | 0.049% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 12,413 | $2.00M | 0.0% | -3.5% | 0.200% | |
8/13/2025 | Maia Wealth LLC | 3,869 | $624K | 0.1% | -5.3% | 0.062% | |
8/12/2025 | RPG Investment Advisory LLC | 24,771 | $4.00M | 0.5% | -52.5% | 0.400% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 1,664 | $269K | 0.0% | -39.8% | 0.027% | |
8/12/2025 | Global Retirement Partners LLC | 2,108 | $340K | 0.0% | N/A | 0.034% | |
8/12/2025 | Quantum Private Wealth LLC | 5,060 | $816K | 0.3% | -26.5% | 0.082% | |
8/12/2025 | MAI Capital Management | 8,051 | $1.30M | 0.0% | +8.0% | 0.130% | |
8/12/2025 | JPMorgan Chase & Co. | 13,716 | $2.21M | 0.0% | -6.7% | 0.221% | |
8/11/2025 | TD Waterhouse Canada Inc. | 34,622 | $5.61M | 0.0% | -5.7% | 0.558% | |
8/11/2025 | Bedell Frazier Investment Counselling LLC | 3,143 | $507K | 0.1% | -45.8% | 0.051% | |
8/11/2025 | SFI Advisors LLC | 23,797 | $3.84M | 2.7% | -4.7% | 0.384% | |
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8/8/2025 | Cetera Investment Advisers | 45,416 | $7.33M | 0.0% | +4.9% | 0.733% | |
8/8/2025 | Creative Planning | 4,473 | $722K | 0.0% | +22.3% | 0.072% | |
8/8/2025 | WealthShield Partners LLC | 4,781 | $771K | 0.1% | +2.2% | 0.077% | |
8/8/2025 | PNC Financial Services Group Inc. | 894 | $144K | 0.0% | -16.4% | 0.014% | |
8/7/2025 | Allworth Financial LP | 5,993 | $967K | 0.0% | +19.5% | 0.097% | |
8/7/2025 | PFG Advisors | 1,741 | $281K | 0.0% | -35.4% | 0.028% | |
8/7/2025 | 1ST Source Bank | 3,757 | $606K | 0.0% | -13.3% | 0.061% | |
8/6/2025 | Prospera Financial Services Inc | 8,677 | $1.40M | 0.0% | -13.7% | 0.140% | |
8/6/2025 | RWA Wealth Partners LLC | 4,431 | $715K | 0.0% | -12.6% | 0.071% | |
8/6/2025 | AE Wealth Management LLC | 11,063 | $1.79M | 0.0% | -10.0% | 0.178% | |
8/6/2025 | Moors & Cabot Inc. | 1,517 | $245K | 0.0% | -73.9% | 0.024% | |
8/5/2025 | Holistic Financial Partners | 17,922 | $2.89M | 1.3% | +209.5% | 0.289% | |
8/4/2025 | IFG Advisory LLC | 2,663 | $430K | 0.0% | +14.8% | 0.043% | |
8/4/2025 | Pinnacle Associates Ltd. | 5,260 | $849K | 0.0% | -4.4% | 0.085% | |
8/4/2025 | Atria Investments Inc | 5,578 | $900K | 0.0% | +11.3% | 0.090% | |
8/4/2025 | Assetmark Inc. | 38,091 | $6.15M | 0.0% | +29.5% | 0.614% | |
8/4/2025 | World Investment Advisors | 8,134 | $1.31M | 0.0% | +4.1% | 0.131% | |
8/4/2025 | Daymark Wealth Partners LLC | 5,751 | $928K | 0.0% | +9.5% | 0.093% | |
8/1/2025 | Bessemer Group Inc. | 600 | $97K | 0.0% | -14.3% | 0.010% | |
8/1/2025 | Envestnet Asset Management Inc. | 120,485 | $19.44M | 0.0% | +4.3% | 1.943% | |
7/31/2025 | Hartford Financial Management Inc. | 30,597 | $4.94M | 1.3% | -3.2% | 0.494% | |
7/30/2025 | D.A. Davidson & CO. | 38,830 | $6.26M | 0.0% | -2.5% | 0.626% | |
7/30/2025 | Pacific Sun Financial Corp | 8,100 | $1.31M | 0.7% | -3.4% | 0.131% | |
7/29/2025 | Stephens Inc. AR | 1,508 | $243K | 0.0% | -29.6% | 0.024% | |
7/29/2025 | Koshinski Asset Management Inc. | 3,086 | $498K | 0.0% | -2.3% | 0.050% | |
7/29/2025 | Dale Q Rice Investment Management Ltd | 3,940 | $651K | 0.5% | -52.0% | 0.064% | |
7/29/2025 | Stratos Wealth Partners LTD. | 1,621 | $262K | 0.0% | +3.8% | 0.026% | |
7/28/2025 | Mutual Advisors LLC | 5,206 | $865K | 0.0% | +2.0% | 0.084% | |
7/28/2025 | Harbour Investments Inc. | 5,767 | $930K | 0.0% | +1.2% | 0.093% | |
7/28/2025 | Arlington Financial Advisors LLC | 26,710 | $4.31M | 0.7% | N/A | 0.431% | |
7/28/2025 | RFG Advisory LLC | 1,407 | $227K | 0.0% | -28.3% | 0.023% | |
7/25/2025 | Atria Wealth Solutions Inc. | 2,802 | $452K | 0.0% | -55.7% | 0.045% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 1,511 | $244K | 0.0% | -70.4% | 0.024% | |
7/25/2025 | Sequoia Financial Advisors LLC | 1,625 | $262K | 0.0% | -8.5% | 0.026% | |
7/25/2025 | CWM LLC | 5,387 | $869K | 0.0% | -4.9% | 0.087% | |
7/25/2025 | Concurrent Investment Advisors LLC | 1,746 | $282K | 0.0% | +5.1% | 0.028% | |
7/25/2025 | Apollon Wealth Management LLC | 3,864 | $623K | 0.0% | -9.2% | 0.062% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 3,677 | $593K | 0.0% | +18.6% | 0.059% | |
7/24/2025 | WMG Financial Advisors LLC | 2,896 | $467K | 0.2% | -12.4% | 0.047% | |
7/24/2025 | IFP Advisors Inc | 10,288 | $1.66M | 0.0% | -1.4% | 0.166% | |
7/23/2025 | Clear Creek Financial Management LLC | 2,664 | $430K | 0.0% | -34.6% | 0.043% | |
7/23/2025 | RMG Wealth Management LLC | 486 | $80K | 0.0% | N/A | 0.008% | |
7/22/2025 | Berger Financial Group Inc | 113,019 | $18.23M | 1.2% | +1.8% | 1.823% | |
7/21/2025 | Ameriflex Group Inc. | 164 | $27K | 0.0% | -40.1% | 0.003% | |
7/21/2025 | Ameritas Advisory Services LLC | 36,463 | $5.88M | 0.3% | -5.1% | 0.588% | |
7/18/2025 | Truist Financial Corp | 45,234 | $7.30M | 0.0% | +12.8% | 0.730% | |
7/17/2025 | Janney Montgomery Scott LLC | 28,270 | $4.56M | 0.0% | +1.4% | 0.456% | |
7/16/2025 | EdgeRock Capital LLC | 1,244 | $201K | 0.1% | -28.8% | 0.020% | |
7/15/2025 | Wealth Effects LLC | 2,285 | $369K | 0.1% | -16.8% | 0.037% | |
7/14/2025 | Financial Enhancement Group LLC | 5,658 | $943K | 0.1% | +1.9% | 0.091% | |
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7/14/2025 | Clear Harbor Asset Management LLC | 8,132 | $1.31M | 0.1% | -5.8% | 0.131% | |
7/14/2025 | Iams Wealth Management LLC | 5,897 | $951K | 0.4% | +11.2% | 0.095% | |
7/11/2025 | Quad Cities Investment Group LLC | 9,007 | $1.45M | 0.7% | -7.9% | 0.145% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 15,324,213 | $2.35B | 0.3% | +913,142.7% | 247.165% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 10,773 | $1.77M | 0.0% | +2.0% | 0.174% | |
7/8/2025 | Juncture Wealth Strategies LLC | 11,073 | $1.79M | 0.6% | -3.7% | 0.179% | |
7/7/2025 | RDA Financial Network | 1,476 | $238K | 0.1% | -18.8% | 0.024% | |
6/27/2025 | Goldman Sachs Group Inc. | 40,155 | $6.83M | 0.0% | -7.9% | 0.642% | |
6/2/2025 | Modern Wealth Management LLC | 30,123 | $5.12M | 0.2% | +1.0% | 0.471% | |
5/20/2025 | Belpointe Asset Management LLC | 1,252 | $213K | 0.0% | -46.8% | 0.020% | |