8/18/2025 | Geneos Wealth Management Inc. | 2,450 | $84K | 0.0% | +15.6% | 0.003% | |
8/15/2025 | MML Investors Services LLC | 447,828 | $15.41M | 0.0% | +232.1% | 0.504% | |
8/15/2025 | Ameriprise Financial Inc. | 23,439 | $807K | 0.0% | +3.9% | 0.026% | |
8/14/2025 | Raymond James Financial Inc. | 984,956 | $33.90M | 0.0% | +66.3% | 1.109% | |
8/14/2025 | Betterment LLC | 11,259 | $387K | 0.0% | N/A | 0.013% | |
8/14/2025 | Main Street Financial Solutions LLC | 5,952 | $205K | 0.0% | N/A | 0.007% | |
8/14/2025 | Marshall Investment Management LLC | 6,236 | $215K | 1.0% | +412.8% | 0.007% | |
8/13/2025 | IAG Wealth Partners LLC | 96,479 | $3.32M | 0.4% | +23.4% | 0.109% | |
8/13/2025 | Holos Integrated Wealth LLC | 1,200 | $42K | 0.0% | N/A | 0.001% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 2,312,210 | $79.57M | 0.1% | +107.2% | 2.604% | |
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8/13/2025 | Mayfair Advisory Group LLC | 88,119 | $3.06M | 1.5% | N/A | 0.099% | |
8/13/2025 | Elevation Point Wealth Partners LLC | 15,928 | $548K | 0.0% | N/A | 0.018% | |
8/12/2025 | Armor Investment Advisors LLC | 21,354 | $735K | 0.3% | N/A | 0.024% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 38,800 | $1.34M | 0.0% | +10.1% | 0.044% | |
8/12/2025 | CreativeOne Wealth LLC | 11,734 | $404K | 0.0% | +2.5% | 0.013% | |
8/12/2025 | Global Retirement Partners LLC | 9,276 | $319K | 0.0% | N/A | 0.010% | |
8/12/2025 | JPMorgan Chase & Co. | 231,266 | $7.96M | 0.0% | +5.8% | 0.260% | |
8/8/2025 | Cetera Investment Advisers | 446,409 | $15.36M | 0.0% | +82.3% | 0.524% | |
8/8/2025 | Creative Planning | 17,588 | $605K | 0.0% | +28.7% | 0.021% | |
8/8/2025 | OmniStar Financial Group Inc. | 40,684 | $1.40M | 1.0% | +1.6% | 0.048% | |
8/8/2025 | RAM Investment Partners LLC | 5,888 | $203K | 0.0% | N/A | 0.007% | |
8/8/2025 | Smithfield Trust Co | 10,715 | $368K | 0.0% | +48.5% | 0.013% | |
8/7/2025 | PFG Advisors | 97,020 | $3.34M | 0.1% | +39.2% | 0.114% | |
8/6/2025 | Mcrae Capital Management Inc. | 31,737 | $1.09M | 0.2% | N/A | 0.037% | |
8/6/2025 | SouthState Corp | 2,845 | $98K | 0.0% | N/A | 0.003% | |
8/6/2025 | Stone House Investment Management LLC | 8,540 | $294K | 0.1% | N/A | 0.010% | |
8/6/2025 | Atlantic Union Bankshares Corp | 1,280 | $44K | 0.0% | N/A | 0.002% | |
8/5/2025 | Huntington National Bank | 2,409,183 | $82.91M | 0.5% | +3.6% | 2.827% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 25,028 | $861K | 0.1% | +49.5% | 0.029% | |
8/4/2025 | IFG Advisory LLC | 35,183 | $1.21M | 0.1% | +444.0% | 0.041% | |
8/4/2025 | Savvy Advisors Inc. | 14,310 | $492K | 0.0% | N/A | 0.017% | |
8/4/2025 | Flagship Harbor Advisors LLC | 10,204 | $351K | 0.0% | +10.6% | 0.012% | |
8/1/2025 | Motco | 65,572 | $2.28M | 0.2% | N/A | 0.077% | |
8/1/2025 | GWN Securities Inc. | 46,573 | $1.61M | 0.3% | +126.7% | 0.055% | |
8/1/2025 | Transcend Capital Advisors LLC | 7,521 | $259K | 0.0% | N/A | 0.009% | |
8/1/2025 | Envestnet Asset Management Inc. | 645,621 | $22.22M | 0.0% | -5.0% | 0.758% | |
7/31/2025 | Strata Wealth Advisors LLC | 66,079 | $2.27M | 0.6% | N/A | 0.078% | |
7/30/2025 | D.A. Davidson & CO. | 81,673 | $2.81M | 0.0% | +0.4% | 0.096% | |
7/30/2025 | BG Investment Services Inc. | 37,557 | $1.29M | 1.6% | -15.7% | 0.044% | |
7/30/2025 | Demars Financial Group LLC | 16,387 | $564K | 0.2% | -96.8% | 0.019% | |
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7/29/2025 | Madison Wealth Partners Inc | 11,097 | $382K | 0.1% | N/A | 0.013% | |
7/29/2025 | Harbor Asset Planning Inc. | 19,267 | $663K | 0.6% | N/A | 0.023% | |
7/25/2025 | Atria Wealth Solutions Inc. | 172,540 | $5.94M | 0.1% | +49.9% | 0.202% | |
7/25/2025 | MGO One Seven LLC | 129,878 | $4.47M | 0.1% | +136.7% | 0.152% | |
7/25/2025 | CWM LLC | 891 | $31K | 0.0% | N/A | 0.001% | |
7/24/2025 | Williams & Novak LLC | 6,484 | $223K | 0.2% | N/A | 0.008% | |
7/24/2025 | IFP Advisors Inc | 3,588 | $123K | 0.0% | -30.2% | 0.004% | |
7/23/2025 | InTrack Investment Management Inc | 61,676 | $2.12M | 1.4% | +768.2% | 0.072% | |
7/21/2025 | Ameritas Advisory Services LLC | 4,376 | $151K | 0.0% | N/A | 0.005% | |
7/18/2025 | Broadway Wealth Solutions Inc. | 148,955 | $5.13M | 3.2% | N/A | 0.175% | |
7/18/2025 | Parkside Investments LLC | 440,337 | $15.15M | 2.1% | +0.5% | 0.518% | |
7/17/2025 | Fifth Third Securities Inc. | 40,750 | $1.40M | 0.1% | +1.2% | 0.048% | |
7/17/2025 | Investment Advisory Services Inc. TX ADV | 22,913 | $789K | 0.3% | N/A | 0.027% | |
7/16/2025 | Evergreen Private Wealth LLC | 26,293 | $905K | 0.4% | -9.1% | 0.031% | |
7/15/2025 | FMA Wealth Management LLC | 87,412 | $3.01M | 2.2% | +1.5% | 0.103% | |
7/15/2025 | Lynch & Associates IN | 52,050 | $1.79M | 0.4% | +26.1% | 0.061% | |
7/14/2025 | AdvisorNet Financial Inc | 144,809 | $4.98M | 0.3% | +18.9% | 0.172% | |
7/14/2025 | KFG Wealth Management LLC | 507,680 | $17.47M | 2.8% | +9.2% | 0.604% | |
7/11/2025 | LongView Wealth Management | 138,016 | $4.75M | 1.4% | -4.1% | 0.166% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 14,561 | $508K | 0.0% | +43.6% | 0.018% | |
7/9/2025 | Fermata Advisors LLC | 10,595 | $365K | 0.1% | N/A | 0.013% | |
7/9/2025 | Breakwater Capital Group | 11,889 | $409K | 0.1% | -3.2% | 0.014% | |
7/8/2025 | Richard P Slaughter Associates Inc | 1,331,843 | $45.84M | 9.3% | +15.9% | 1.614% | |
5/20/2025 | Belpointe Asset Management LLC | 31,500 | $987K | 0.1% | +3.7% | 0.055% | |
5/16/2025 | Goldman Sachs Group Inc. | 2,544,393 | $79.74M | 0.0% | +12,968.9% | 3.098% | |
5/15/2025 | Royal Bank of Canada | 59,442 | $1.86M | 0.0% | +777.6% | 0.104% | |
5/14/2025 | CreativeOne Wealth LLC | 11,445 | $359K | 0.0% | -14.3% | 0.020% | |
5/14/2025 | Comerica Bank | 3,685 | $115K | 0.0% | +37.8% | 0.006% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,116,036 | $34.98M | 0.0% | +128.1% | 1.961% | |
5/14/2025 | Kestra Advisory Services LLC | 991,930 | $31.09M | 0.1% | +1,785.0% | 1.743% | |
5/14/2025 | Capital Analysts LLC | 1,886,630 | $59.13M | 2.2% | +225,034.8% | 3.315% | |
5/13/2025 | Raymond James Financial Inc. | 592,374 | $18.57M | 0.0% | +135.5% | 1.041% | |
5/13/2025 | Dynamic Financial Group | 8,833 | $277K | 0.3% | -5.6% | 0.016% | |
5/13/2025 | HighTower Advisors LLC | 45,505 | $1.43M | 0.0% | +258.8% | 0.080% | |
5/12/2025 | Staley Capital Advisers Inc. | 129,275 | $4.05M | 0.2% | +464.0% | 0.227% | |
5/9/2025 | Atria Wealth Solutions Inc. | 115,088 | $3.61M | 0.0% | N/A | 0.202% | |
5/9/2025 | Commonwealth Equity Services LLC | 1,120,684 | $35.12M | 0.0% | +21.6% | 1.969% | |
5/9/2025 | Smithfield Trust Co | 7,215 | $226K | 0.0% | +30.0% | 0.013% | |
5/8/2025 | IFG Advisory LLC | 6,467 | $203K | 0.0% | N/A | 0.011% | |
5/8/2025 | Harbour Investments Inc. | 4,615 | $145K | 0.0% | +64.1% | 0.008% | |
5/8/2025 | Marshall Investment Management LLC | 1,216 | $38K | 0.0% | N/A | 0.002% | |
5/7/2025 | LPL Financial LLC | 1,082,328 | $33.92M | 0.0% | +148.2% | 1.901% | |
5/7/2025 | First Heartland Consultants Inc. | 52,034 | $1.63M | 0.2% | +53.6% | 0.091% | |
5/6/2025 | Cetera Investment Advisers | 244,938 | $7.68M | 0.0% | -3.3% | 0.430% | |
5/6/2025 | Avantax Advisory Services Inc. | 34,986 | $1.10M | 0.0% | +35.8% | 0.061% | |
5/6/2025 | BG Investment Services Inc. | 44,570 | $1.40M | 1.5% | +66.0% | 0.078% | |
5/6/2025 | AE Wealth Management LLC | 836 | $26K | 0.0% | -27.6% | 0.001% | |
5/6/2025 | Proficio Capital Partners LLC | 77,045 | $2.42M | 0.2% | -41.1% | 0.135% | |
5/6/2025 | PFG Advisors | 69,679 | $2.18M | 0.1% | +44.0% | 0.122% | |
5/5/2025 | Private Advisor Group LLC | 78,554 | $2.46M | 0.0% | +52.4% | 0.138% | |
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5/2/2025 | Sigma Planning Corp | 6,808 | $213K | 0.0% | -20.6% | 0.012% | |
4/30/2025 | Aspen Wealth Strategies LLC | 175,898 | $5.51M | 3.6% | N/A | 0.309% | |
4/30/2025 | Stratos Wealth Advisors LLC | 44,638 | $1.40M | 0.1% | N/A | 0.078% | |
4/30/2025 | Stratos Investment Management LLC | 234,037 | $7.34M | 0.4% | -24.2% | 0.411% | |
4/29/2025 | Envestnet Asset Management Inc. | 679,793 | $21.31M | 0.0% | +984.4% | 1.194% | |
4/29/2025 | Bank of New York Mellon Corp | 77,895 | $2.44M | 0.0% | N/A | 0.137% | |
4/29/2025 | OneDigital Investment Advisors LLC | 183,447 | $5.75M | 0.1% | +74.2% | 0.322% | |
4/28/2025 | D.A. Davidson & CO. | 81,381 | $2.55M | 0.0% | +17.6% | 0.143% | |
4/28/2025 | Private Trust Co. NA | 2,760 | $86K | 0.0% | N/A | 0.005% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 16,740 | $525K | 0.0% | +1,181.8% | 0.029% | |