8/27/2025 | Orion Porfolio Solutions LLC | 6,863 | $237K | 0.0% | -38.4% | 0.005% | |
8/25/2025 | Silverlake Wealth Management LLC | 75,397 | $2.60M | 0.8% | +10.1% | 0.055% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 35,019 | $1.21M | 0.1% | N/A | 0.025% | |
8/19/2025 | Advisory Services Network LLC | 20,768 | $727K | 0.0% | +4.4% | 0.015% | |
8/15/2025 | Tower Research Capital LLC TRC | 1,316 | $45K | 0.0% | -96.2% | 0.001% | |
8/15/2025 | Equitable Holdings Inc. | 164,458 | $5.67M | 0.0% | +162.8% | 0.119% | |
8/15/2025 | Captrust Financial Advisors | 9,823 | $339K | 0.0% | -6.3% | 0.007% | |
8/15/2025 | Orion Porfolio Solutions LLC | 6,863 | $237K | 0.0% | -38.4% | 0.005% | |
8/15/2025 | MML Investors Services LLC | 123,215 | $4.25M | 0.0% | -21.1% | 0.089% | |
8/15/2025 | Bank of America Corp DE | 29,729 | $1.03M | 0.0% | -52.1% | 0.022% | |
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8/14/2025 | Jane Street Group LLC | 1,370,421 | $47.27M | 0.0% | +406.3% | 0.995% | |
8/14/2025 | Raymond James Financial Inc. | 427,288 | $14.74M | 0.0% | -9.5% | 0.310% | |
8/14/2025 | Betterment LLC | 46,458 | $1.60M | 0.0% | +342.7% | 0.034% | |
8/14/2025 | Qube Research & Technologies Ltd | 4,153 | $143K | 0.0% | -69.6% | 0.003% | |
8/14/2025 | Cerity Partners LLC | 186,678 | $6.44M | 0.0% | +5.3% | 0.135% | |
8/13/2025 | Lido Advisors LLC | 19,188 | $662K | 0.0% | +3.8% | 0.014% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 634,502 | $21.88M | 0.0% | -40.8% | 0.460% | |
8/13/2025 | Mayfair Advisory Group LLC | 22,636 | $803K | 0.4% | +2.1% | 0.016% | |
8/13/2025 | Russell Investments Group Ltd. | 1,279 | $44K | 0.0% | -42.5% | 0.001% | |
8/12/2025 | J.W. Cole Advisors Inc. | 26,122 | $901K | 0.0% | +53.8% | 0.019% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 8,184 | $282K | 0.0% | +192.9% | 0.006% | |
8/12/2025 | CreativeOne Wealth LLC | 6,926 | $239K | 0.0% | N/A | 0.005% | |
8/12/2025 | Maripau Wealth Management LLC | 34,555 | $1.19M | 0.6% | +28.0% | 0.025% | |
8/12/2025 | JPMorgan Chase & Co. | 598,189 | $20.63M | 0.0% | -16.3% | 0.434% | |
8/11/2025 | Lighthouse Financial LLC | 11,050 | $381K | 0.3% | -39.9% | 0.008% | |
8/8/2025 | Avantax Advisory Services Inc. | 368,414 | $12.71M | 0.1% | +4.7% | 0.271% | |
8/8/2025 | Cetera Investment Advisers | 57,143 | $1.97M | 0.0% | +25.4% | 0.042% | |
8/8/2025 | Creative Planning | 17,690 | $610K | 0.0% | +2.7% | 0.013% | |
8/8/2025 | Foundations Investment Advisors LLC | 14,014 | $483K | 0.0% | +91.7% | 0.010% | |
8/7/2025 | New England Private Wealth Advisors LLC | 32,253 | $1.13M | 0.2% | +3.2% | 0.024% | |
8/7/2025 | Nwam LLC | 6,499 | $228K | 0.0% | -10.4% | 0.005% | |
8/7/2025 | Allworth Financial LP | 4,076 | $141K | 0.0% | -27.5% | 0.003% | |
8/7/2025 | Rollins Financial Advisors LLC | 67,578 | $2.33M | 0.4% | -0.8% | 0.050% | |
8/6/2025 | AE Wealth Management LLC | 3,546 | $122K | 0.0% | +54.4% | 0.003% | |
8/6/2025 | Broadview Financial Management LLC | 31,394 | $1.08M | 0.7% | -6.6% | 0.023% | |
8/6/2025 | Commonwealth Equity Services LLC | 3,537,702 | $122.02M | 0.2% | +1.1% | 2.602% | |
8/6/2025 | Able Wealth Management LLC | 152,601 | $5.26M | 2.7% | +0.9% | 0.112% | |
8/5/2025 | Bank of Montreal Can | 1,221 | $42K | 0.0% | +32.6% | 0.001% | |
8/4/2025 | Creekmur Asset Management LLC | 5,026 | $173K | 0.0% | N/A | 0.004% | |
8/4/2025 | IFG Advisory LLC | 28,112 | $970K | 0.0% | +35.3% | 0.021% | |
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8/4/2025 | Spire Wealth Management | 8,665 | $299K | 0.0% | +4.4% | 0.006% | |
8/4/2025 | Flagship Harbor Advisors LLC | 28,873 | $996K | 0.0% | +2.0% | 0.021% | |
8/1/2025 | Schmidt P J Investment Management Inc. | 6,708 | $231K | 0.0% | N/A | 0.005% | |
8/1/2025 | Envestnet Asset Management Inc. | 437,534 | $15.09M | 0.0% | +5.2% | 0.322% | |
7/30/2025 | KPP Advisory Services LLC | 151,857 | $5.24M | 0.9% | +29.5% | 0.112% | |
7/30/2025 | Strategic Blueprint LLC | 24,871 | $858K | 0.0% | +18.2% | 0.018% | |
7/30/2025 | D.A. Davidson & CO. | 49,693 | $1.71M | 0.0% | -10.8% | 0.037% | |
7/30/2025 | Financial Perspectives Inc | 10,832 | $374K | 0.1% | +20.2% | 0.008% | |
7/30/2025 | Canvas Wealth Advisors LLC | 76,580 | $2.70M | 0.5% | +42.4% | 0.056% | |
7/29/2025 | Salus Financial Advisors LLC | 37,597 | $1.30M | 0.9% | -18.2% | 0.028% | |
7/29/2025 | Harbor Asset Planning Inc. | 12,862 | $444K | 0.4% | N/A | 0.009% | |
7/28/2025 | Harbour Investments Inc. | 22,783 | $786K | 0.0% | -1.5% | 0.017% | |
7/25/2025 | Priebe Wealth Holdings LLC | 218,695 | $7.54M | 6.5% | N/A | 0.161% | |
7/25/2025 | CWM LLC | 230,866 | $7.96M | 0.0% | +2,583.9% | 0.170% | |
7/25/2025 | Concurrent Investment Advisors LLC | 15,209 | $525K | 0.0% | +58.8% | 0.011% | |
7/24/2025 | Williams & Novak LLC | 153,685 | $5.30M | 4.5% | +3.5% | 0.113% | |
7/24/2025 | Wealthstar Advisors LLC | 6,852 | $236K | 0.1% | +4.8% | 0.005% | |
7/24/2025 | IFP Advisors Inc | 2,069 | $71K | 0.0% | -39.8% | 0.002% | |
7/23/2025 | Sax Wealth Advisors LLC | 65,932 | $2.27M | 0.1% | +23.8% | 0.049% | |
7/22/2025 | Valeo Financial Advisors LLC | 16,473 | $568K | 0.0% | -3.9% | 0.012% | |
7/22/2025 | Mascoma Wealth Management LLC | 370,885 | $12.79M | 3.0% | +7.6% | 0.273% | |
7/21/2025 | Ameritas Advisory Services LLC | 1,129 | $39K | 0.0% | N/A | 0.001% | |
7/18/2025 | Rolek Wealth Management LLC | 6,053 | $209K | 0.2% | N/A | 0.004% | |
7/18/2025 | Truist Financial Corp | 57,848 | $2.00M | 0.0% | +17.6% | 0.043% | |
7/16/2025 | EdgeRock Capital LLC | 1,887,103 | $65.15M | 20.6% | N/A | 1.397% | |
7/15/2025 | Herbst Group LLC | 7,195 | $248K | 0.1% | N/A | 0.005% | |
7/15/2025 | Axis Wealth Partners LLC | 9,888 | $341K | 0.2% | N/A | 0.007% | |
7/15/2025 | Retirement Income Solutions Inc | 5,926 | $204K | 0.0% | N/A | 0.004% | |
7/15/2025 | Financial Partners Group Inc | 186,226 | $6.42M | 0.9% | -11.9% | 0.138% | |
7/15/2025 | Bfsg LLC | 1,389 | $48K | 0.0% | N/A | 0.001% | |
7/14/2025 | KFG Wealth Management LLC | 2,224,321 | $76.72M | 12.3% | +9.2% | 1.651% | |
7/14/2025 | Rooted Wealth Advisors Inc. | 94,814 | $3.28M | 1.1% | +9.6% | 0.070% | |
7/14/2025 | Sowell Financial Services LLC | 7,981 | $275K | 0.0% | N/A | 0.006% | |
7/11/2025 | Farther Finance Advisors LLC | 5,300 | $183K | 0.0% | -13.6% | 0.004% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 224,140 | $7.81M | 0.0% | +1,206.0% | 0.166% | |
7/10/2025 | Signal Advisors Wealth LLC | 34,555 | $1.19M | 0.1% | +27.0% | 0.026% | |
7/9/2025 | Lincoln Capital Corp | 156,134 | $5.39M | 2.1% | +1.4% | 0.116% | |
7/9/2025 | Fragasso Financial Advisors Inc | 3,295,512 | $113.66M | 7.7% | +24.4% | 2.446% | |
5/22/2025 | Rollins Financial Advisors LLC | 68,089 | $2.12M | 0.4% | -1.1% | 0.052% | |
5/20/2025 | Focus Partners Wealth | 68,729 | $2.14M | 0.0% | +0.8% | 0.053% | |
5/19/2025 | Jane Street Group LLC | 270,660 | $8.44M | 0.0% | +206.1% | 0.208% | |
5/19/2025 | Advisory Alpha LLC | 10,313 | $322K | 0.0% | -67.3% | 0.008% | |
5/16/2025 | AAF Wealth Management LLC | 53,918 | $1.68M | 0.9% | -25.1% | 0.041% | |
5/16/2025 | Goldman Sachs Group Inc. | 2,339,740 | $72.98M | 0.0% | N/A | 1.726% | |
5/16/2025 | Jones Financial Companies Lllp | 9,224 | $288K | 0.0% | +1,038.8% | 0.007% | |
5/15/2025 | EP Wealth Advisors LLC | 4,164 | $130K | 0.0% | -31.5% | 0.003% | |
5/15/2025 | Royal Bank of Canada | 256,239 | $7.99M | 0.0% | +28,371.0% | 0.197% | |
5/15/2025 | Betterment LLC | 10,495 | $327K | 0.0% | N/A | 0.008% | |
5/15/2025 | OLD Mission Capital LLC | 9,481 | $296K | 0.0% | N/A | 0.007% | |
5/15/2025 | Northstar Financial Companies Inc. | 10,672 | $333K | 0.4% | -39.3% | 0.008% | |
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5/15/2025 | Clarity Asset Management Inc. | 1,307 | $41K | 0.0% | -75.1% | 0.001% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,071,546 | $33.42M | 0.0% | +22.8% | 0.822% | |
5/14/2025 | Sax Wealth Advisors LLC | 53,255 | $1.66M | 0.1% | +22.4% | 0.041% | |
5/14/2025 | Kestra Advisory Services LLC | 259,267 | $8.09M | 0.0% | +24.9% | 0.199% | |
5/14/2025 | Capital Analysts LLC | 15,985 | $498K | 0.0% | +944.1% | 0.012% | |
5/13/2025 | Raymond James Financial Inc. | 472,116 | $14.73M | 0.0% | +29.5% | 0.362% | |
5/13/2025 | HighTower Advisors LLC | 1,225,583 | $38.23M | 0.1% | +4,506.1% | 0.940% | |
5/12/2025 | Flagship Wealth Advisors LLC | 84,485 | $2.64M | 1.1% | N/A | 0.065% | |
5/9/2025 | Commonwealth Equity Services LLC | 3,497,740 | $109.10M | 0.2% | +25.2% | 2.684% | |
5/9/2025 | PNC Financial Services Group Inc. | 3,003 | $94K | 0.0% | +20.7% | 0.002% | |