8/19/2025 | Advisory Services Network LLC | 33,222 | $848K | 0.0% | +25.0% | 0.034% | |
8/18/2025 | Geneos Wealth Management Inc. | 215,487 | $5.50M | 0.1% | +20.0% | 0.222% | |
8/15/2025 | Tower Research Capital LLC TRC | 22,276 | $568K | 0.0% | N/A | 0.023% | |
8/15/2025 | Prevail Innovative Wealth Advisors LLC | 40,215 | $1.03M | 0.2% | +29.8% | 0.041% | |
8/15/2025 | Redwood Financial Network Corp | 143,132 | $3.65M | 2.5% | +2.8% | 0.147% | |
8/15/2025 | MML Investors Services LLC | 550,390 | $14.04M | 0.0% | -6.3% | 0.566% | |
8/15/2025 | Modern Wealth Management LLC | 66,600 | $1.70M | 0.0% | -88.3% | 0.068% | |
8/15/2025 | IHT Wealth Management LLC | 35,910 | $916K | 0.0% | +7.9% | 0.037% | |
8/15/2025 | Great Valley Advisor Group Inc. | 89,227 | $2.28M | 0.1% | +9.5% | 0.092% | |
8/15/2025 | Bank of America Corp DE | 1,163,314 | $29.67M | 0.0% | -22.0% | 1.196% | |
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8/15/2025 | Ameriprise Financial Inc. | 512,181 | $12.85M | 0.0% | +53.2% | 0.527% | |
8/14/2025 | Jane Street Group LLC | 418,390 | $10.67M | 0.0% | -2.7% | 0.430% | |
8/14/2025 | Vista Investment Management | 255,518 | $6.52M | 2.4% | +8.0% | 0.263% | |
8/14/2025 | Raymond James Financial Inc. | 1,680,949 | $42.86M | 0.0% | +5.1% | 1.728% | |
8/14/2025 | NewEdge Advisors LLC | 18,012 | $459K | 0.0% | -50.1% | 0.019% | |
8/14/2025 | Acorn Wealth Advisors LLC | 10,342 | $264K | 0.1% | -14.3% | 0.011% | |
8/14/2025 | Transce3nd LLC | 266,696 | $6.80M | 2.9% | +0.3% | 0.274% | |
8/14/2025 | Cary Street Partners Financial LLC | 96,523 | $2.46M | 0.1% | -3.4% | 0.099% | |
8/13/2025 | Royal Fund Management LLC | 28,352 | $723K | 0.1% | +19.3% | 0.029% | |
8/13/2025 | Baird Financial Group Inc. | 10,409 | $265K | 0.0% | -11.7% | 0.011% | |
8/13/2025 | Guggenheim Capital LLC | 191,911 | $4.89M | 0.0% | +2.0% | 0.197% | |
8/13/2025 | JT Stratford LLC | 15,750 | $402K | 0.1% | N/A | 0.016% | |
8/13/2025 | Virtue Capital Management LLC | 1,106,403 | $28.21M | 5.2% | -6.5% | 1.138% | |
8/13/2025 | Level Four Advisory Services LLC | 185,657 | $4.73M | 0.2% | -3.3% | 0.191% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 52,297 | $1.33M | 0.0% | +146.3% | 0.054% | |
8/13/2025 | All Terrain Financial Advisors LLC | 179,894 | $4.59M | 1.3% | +4.8% | 0.185% | |
8/12/2025 | J.W. Cole Advisors Inc. | 8,435 | $215K | 0.0% | N/A | 0.009% | |
8/12/2025 | Insigneo Advisory Services LLC | 70,867 | $1.81M | 0.2% | +4.2% | 0.073% | |
8/12/2025 | Global Retirement Partners LLC | 83,108 | $2.12M | 0.1% | N/A | 0.085% | |
8/12/2025 | AlphaCore Capital LLC | 135,000 | $3.44M | 0.1% | -27.3% | 0.139% | |
8/12/2025 | JPMorgan Chase & Co. | 52,140 | $1.33M | 0.0% | +53.2% | 0.054% | |
8/11/2025 | Perennial Investment Advisors LLC | 16,468 | $420K | 0.0% | +17.1% | 0.017% | |
8/11/2025 | Inspire Advisors LLC | 20,449 | $521K | 0.1% | -88.7% | 0.021% | |
8/11/2025 | Pinnacle Wealth Planning Services Inc. | 4,272,209 | $108.94M | 14.3% | +2.9% | 4.443% | |
8/11/2025 | Western Wealth Management LLC | 41,563 | $1.06M | 0.1% | +1.5% | 0.043% | |
8/8/2025 | Rockefeller Capital Management L.P. | 43,211 | $1.10M | 0.0% | N/A | 0.045% | |
8/8/2025 | Avantax Advisory Services Inc. | 84,124 | $2.15M | 0.0% | -17.4% | 0.087% | |
8/8/2025 | Thoroughbred Financial Services LLC | 19,549 | $498K | 0.0% | -69.7% | 0.020% | |
8/8/2025 | Cetera Investment Advisers | 189,931 | $4.84M | 0.0% | -40.1% | 0.198% | |
8/8/2025 | Fusion Capital LLC | 1,082,442 | $27.60M | 9.4% | +3.5% | 1.126% | |
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8/8/2025 | Creative Planning | 956,657 | $24.40M | 0.0% | -4.1% | 0.995% | |
8/8/2025 | WealthShield Partners LLC | 336,565 | $8.58M | 1.0% | -13.0% | 0.350% | |
8/8/2025 | Family Firm Inc. | 318,269 | $8.12M | 2.0% | +0.2% | 0.331% | |
8/7/2025 | Verus Capital Partners LLC | 28,800 | $734K | 0.1% | N/A | 0.030% | |
8/7/2025 | PFG Advisors | 40,032 | $1.02M | 0.0% | -2.4% | 0.042% | |
8/6/2025 | Bensler LLC | 372,396 | $9.50M | 1.1% | -12.3% | 0.387% | |
8/6/2025 | AE Wealth Management LLC | 48,532 | $1.24M | 0.0% | -24.9% | 0.050% | |
8/6/2025 | OneAscent Wealth Management LLC | 35,124 | $896K | 0.3% | -20.4% | 0.037% | |
8/5/2025 | Milestone Asset Management LLC | 25,803 | $658K | 0.1% | -97.9% | 0.027% | |
8/5/2025 | Optivise Advisory Services LLC | 49,815 | $1.27M | 0.6% | +3.5% | 0.052% | |
8/5/2025 | Sigma Planning Corp | 27,924 | $712K | 0.0% | -5.1% | 0.029% | |
8/5/2025 | Strategic Financial Concepts LLC | 512,998 | $13.08M | 1.8% | +6.8% | 0.534% | |
8/4/2025 | AlphaStar Capital Management LLC | 208,628 | $5.32M | 0.4% | +0.5% | 0.217% | |
8/4/2025 | Integrity Alliance LLC. | 258,351 | $6.59M | 0.4% | +3.1% | 0.269% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 1,230 | $31K | 0.0% | -33.5% | 0.001% | |
8/4/2025 | Atria Investments Inc | 147,010 | $3.75M | 0.0% | -77.6% | 0.153% | |
8/4/2025 | FRG Family Wealth Advisors LLC | 48,100 | $1.23M | 0.2% | +111.0% | 0.050% | |
8/4/2025 | Spire Wealth Management | 1,297 | $33K | 0.0% | +1,058.0% | 0.001% | |
8/4/2025 | Arkadios Wealth Advisors | 39,317 | $1.00M | 0.0% | -1.9% | 0.041% | |
8/4/2025 | Deseret Mutual Benefit Administrators | 559,089 | $14.26M | 6.7% | -5.5% | 0.581% | |
8/1/2025 | Anson Capital Inc. | 327,139 | $8.34M | 6.7% | +2.9% | 0.340% | |
8/1/2025 | Wealth Watch Advisors INC | 18,275 | $466K | 0.3% | -14.5% | 0.019% | |
8/1/2025 | Brookwood Investment Group LLC | 9,514 | $243K | 0.0% | +11.5% | 0.010% | |
8/1/2025 | Envestnet Asset Management Inc. | 329,369 | $8.40M | 0.0% | -52.3% | 0.343% | |
7/31/2025 | Wealthfront Advisers LLC | 5,159,089 | $131.56M | 0.3% | +182.0% | 5.366% | |
7/31/2025 | Strait & Sound Wealth Management LLC | 37,717 | $962K | 0.4% | +15.9% | 0.039% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 22,305 | $569K | 0.0% | -13.3% | 0.023% | |
7/31/2025 | Moloney Securities Asset Management LLC | 16,109 | $411K | 0.1% | -21.8% | 0.017% | |
7/30/2025 | Freedom Investment Management Inc. | 35,940 | $916K | 0.1% | -7.9% | 0.037% | |
7/30/2025 | Brookstone Capital Management | 17,810 | $454K | 0.0% | +22.2% | 0.019% | |
7/30/2025 | Smith Thornton Advisors LLC | 117,606 | $3.00M | 1.7% | -0.6% | 0.122% | |
7/30/2025 | Bogart Wealth LLC | 1,749 | $45K | 0.0% | +48.3% | 0.002% | |
7/30/2025 | Demars Financial Group LLC | 514,401 | $13.12M | 5.0% | -95.9% | 0.535% | |
7/29/2025 | Liberty Square Wealth Partners LLC | 46,538 | $1.19M | 0.4% | -2.0% | 0.048% | |
7/29/2025 | Systelligence LLC | 234,776 | $5.99M | 1.1% | -29.6% | 0.244% | |
7/29/2025 | Koshinski Asset Management Inc. | 26,154 | $667K | 0.1% | +29.9% | 0.027% | |
7/29/2025 | Harbor Asset Planning Inc. | 27,875 | $711K | 0.7% | N/A | 0.029% | |
7/28/2025 | WealthPLAN Partners LLC | 130,658 | $3.33M | 0.5% | -26.8% | 0.136% | |
7/28/2025 | WealthPlan Investment Management LLC | 404,710 | $10.32M | 0.8% | +17.2% | 0.421% | |
7/28/2025 | Harbour Investments Inc. | 6,377 | $163K | 0.0% | -7.5% | 0.007% | |
7/28/2025 | Axxcess Wealth Management LLC | 17,123 | $437K | 0.0% | -12.3% | 0.018% | |
7/25/2025 | Atria Wealth Solutions Inc. | 29,769 | $758K | 0.0% | -24.7% | 0.031% | |
7/25/2025 | Concord Asset Management LLC VA | 46,310 | $1.18M | 0.2% | +165.9% | 0.048% | |
7/25/2025 | Sequoia Financial Advisors LLC | 9,170 | $234K | 0.0% | N/A | 0.010% | |
7/25/2025 | MGO One Seven LLC | 32,987 | $841K | 0.0% | -1.2% | 0.034% | |
7/25/2025 | Concurrent Investment Advisors LLC | 35,231 | $898K | 0.0% | N/A | 0.037% | |
7/24/2025 | KFA Private Wealth Group LLC | 206,757 | $5.27M | 1.6% | +3.4% | 0.215% | |
7/24/2025 | Blue Trust Inc. | 61,835 | $1.58M | 0.0% | +140.3% | 0.064% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 184,373 | $4.70M | 0.1% | -42.2% | 0.192% | |
7/23/2025 | Madden Advisory Services Inc. | 112,105 | $2.86M | 1.2% | +1.9% | 0.117% | |
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7/23/2025 | High Note Wealth LLC | 159,879 | $4.08M | 0.9% | -7.0% | 0.166% | |
7/22/2025 | Keudell Morrison Wealth Management | 1,609,862 | $41.05M | 9.1% | +35.3% | 1.676% | |
7/18/2025 | Parsons Capital Management Inc. RI | 374,591 | $9.55M | 0.6% | +2.4% | 0.390% | |
7/18/2025 | Consolidated Planning Corp | 163,873 | $4.18M | 0.5% | -10.6% | 0.171% | |
7/17/2025 | White Pine Investment CO | 482,542 | $12.31M | 3.1% | +30.6% | 0.502% | |
7/17/2025 | Northwest Wealth Management LLC | 17,783 | $453K | 0.1% | -9.5% | 0.019% | |
7/17/2025 | Janney Montgomery Scott LLC | 23,287 | $594K | 0.0% | -2.7% | 0.024% | |
7/17/2025 | Montis Financial LLC | 196,008 | $5.00M | 1.4% | +0.9% | 0.204% | |
7/16/2025 | Twelve Points Wealth Management LLC | 504,422 | $12.86M | 3.5% | +9.6% | 0.525% | |
7/16/2025 | Destiny Wealth Partners LLC | 245,008 | $6.25M | 0.8% | +203.9% | 0.255% | |