10/17/2025 | Atlas Brown Inc. | 10,693 | $2.38M | 0.7% | +0.6% | 0.015% | |
10/17/2025 | Goldstone Financial Group LLC | 50,444 | $11.21M | 1.3% | +0.8% | 0.069% | |
10/17/2025 | Financial Partners Group Inc | 108,445 | $24.09M | 3.0% | -0.3% | 0.149% | |
10/17/2025 | KW Wealth Management LLC | 1,204 | $268K | 0.5% | N/A | 0.002% | |
10/17/2025 | Valley National Advisers Inc. | 194 | $43K | 0.0% | -46.8% | 0.000% | |
10/17/2025 | Client 1ST Advisory Group LLC | 8,058 | $1.79M | 0.6% | +1.2% | 0.011% | |
10/16/2025 | Carnegie Investment Counsel | 939 | $209K | 0.0% | N/A | 0.001% | |
10/16/2025 | Marotta Asset Management | 34,037 | $7.62M | 1.4% | -13.6% | 0.047% | |
10/16/2025 | Blue Trust Inc. | 4,163 | $925K | 0.0% | +7.6% | 0.006% | |
10/16/2025 | VCI Wealth Management LLC | 5,317 | $1.18M | 0.4% | N/A | 0.007% | |
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10/15/2025 | Financial Management Professionals Inc. | 648 | $144K | 0.0% | N/A | 0.001% | |
10/15/2025 | CWM LLC | 5,863 | $1.30M | 0.0% | -8.3% | 0.008% | |
10/15/2025 | Brookstone Capital Management | 4,571 | $1.02M | 0.0% | +54.4% | 0.006% | |
10/15/2025 | Private Trust Co. NA | 1,189 | $264K | 0.0% | +28.7% | 0.002% | |
10/15/2025 | DAVENPORT & Co LLC | 10,724 | $2.38M | 0.0% | +2.8% | 0.015% | |
10/14/2025 | Farther Finance Advisors LLC | 6,969 | $1.55M | 0.0% | +37.0% | 0.010% | |
10/14/2025 | Brighton Jones LLC | 23,248 | $5.17M | 0.1% | +36.3% | 0.032% | |
10/14/2025 | Accelerate Investment Advisors LLC | 2,056 | $457K | 0.3% | +9.7% | 0.003% | |
10/14/2025 | JBR Co Financial Management Inc | 16,041 | $3.56M | 1.5% | +16.0% | 0.022% | |
10/10/2025 | Fifth Third Securities Inc. | 1,646 | $366K | 0.0% | -3.3% | 0.002% | |
10/10/2025 | Selective Wealth Management Inc. | 1,800 | $405K | 0.1% | +76.5% | 0.002% | |
10/10/2025 | Abound Wealth Management | 1,096 | $243K | 0.1% | +8.1% | 0.002% | |
10/10/2025 | Focus Financial Network Inc. | 8,811 | $1.96M | 0.1% | +3.6% | 0.012% | |
10/9/2025 | Secure Asset Management LLC | 15,513 | $3.47M | 0.6% | +0.6% | 0.021% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 1,129 | $251K | 0.0% | N/A | 0.002% | |
10/7/2025 | Cooper Financial Group | 11,791 | $2.62M | 0.3% | -0.7% | 0.016% | |
10/7/2025 | Lynch & Associates IN | 23,682 | $5.26M | 1.0% | -3.4% | 0.033% | |
10/7/2025 | Nova Wealth Management Inc. | 9,639 | $2.14M | 1.5% | +12.2% | 0.013% | |
10/7/2025 | Wiser Wealth Management Inc | 5,095 | $1.13M | 0.3% | +135.3% | 0.007% | |
10/6/2025 | Heartwood Wealth Advisors LLC | 145 | $32K | 0.0% | N/A | 0.000% | |
10/2/2025 | Investors Research Corp | 7,350 | $1.63M | 0.3% | +4.9% | 0.010% | |
9/26/2025 | Corient Private Wealth LLC | 11,062 | $2.18M | 0.0% | -14.0% | 0.015% | |
9/25/2025 | CacheTech Inc. | 38,321 | $7.56M | 1.4% | -5.4% | 0.053% | |
9/25/2025 | Adams Wealth Management | 38,321 | $7.56M | 1.4% | -5.4% | 0.053% | |
9/22/2025 | Caldwell Trust Co | 346 | $68K | 0.0% | N/A | 0.000% | |
9/9/2025 | NWF Advisory Services Inc. | 1,712 | $338K | 0.0% | N/A | 0.002% | |
9/4/2025 | Osaic Holdings Inc. | 170,659 | $33.69M | 0.1% | +5.0% | 0.238% | |
8/29/2025 | Centaurus Financial Inc. | 2,762 | $545K | 0.0% | +6.1% | 0.004% | |
8/27/2025 | Orion Porfolio Solutions LLC | 20,877 | $4.12M | 0.0% | -2.1% | 0.029% | |
8/26/2025 | Thrivent Financial for Lutherans | 4,038 | $796K | 0.0% | -62.3% | 0.006% | |
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8/25/2025 | Fulcrum Equity Management | 1,824 | $360K | 0.4% | N/A | 0.003% | |
8/21/2025 | Pathway Financial Advisers LLC | 1,106 | $218K | 0.1% | N/A | 0.002% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 2,651 | $523K | 0.0% | N/A | 0.004% | |
8/19/2025 | Cape Investment Advisory Inc. | 1,993 | $393K | 0.1% | +7.3% | 0.003% | |
8/19/2025 | Advisory Services Network LLC | 65,125 | $13.40M | 0.2% | -38.8% | 0.091% | |
8/19/2025 | Anchor Investment Management LLC | 17,084 | $3.37M | 0.3% | +2.9% | 0.024% | |
8/18/2025 | Geneos Wealth Management Inc. | 300 | $59K | 0.0% | -14.3% | 0.000% | |
8/18/2025 | Kestra Investment Management LLC | 241,903 | $47.71M | 1.4% | +13.0% | 0.337% | |
8/16/2025 | Headlands Technologies LLC | 970 | $191K | 0.0% | N/A | 0.001% | |
8/15/2025 | Strategic Investment Advisors MI | 1,052 | $207K | 0.0% | N/A | 0.001% | |
8/15/2025 | Corient Private Wealth LLC | 11,061 | $2.18M | 0.0% | -14.0% | 0.015% | |
8/15/2025 | Equitable Holdings Inc. | 23,846 | $4.70M | 0.0% | -7.2% | 0.033% | |
8/15/2025 | Florida Financial Advisors LLC | 6,899 | $1.36M | 0.4% | -3.8% | 0.010% | |
8/15/2025 | Captrust Financial Advisors | 7,813 | $1.54M | 0.0% | +0.8% | 0.011% | |
8/15/2025 | Visionary Wealth Advisors | 18,073 | $3.56M | 0.2% | +16.8% | 0.025% | |
8/15/2025 | Smartleaf Asset Management LLC | 787 | $154K | 0.0% | +26.7% | 0.001% | |
8/15/2025 | Snowden Capital Advisors LLC | 35,577 | $7.02M | 0.2% | +0.2% | 0.050% | |
8/15/2025 | Redwood Financial Network Corp | 2,214 | $437K | 0.3% | +76.1% | 0.003% | |
8/15/2025 | Orion Porfolio Solutions LLC | 108,109 | $21.32M | 0.1% | +406.9% | 0.151% | |
8/15/2025 | MML Investors Services LLC | 53,387 | $10.53M | 0.0% | +7.6% | 0.074% | |
8/15/2025 | Modern Wealth Management LLC | 28,208 | $5.56M | 0.1% | +4.0% | 0.039% | |
8/15/2025 | IHT Wealth Management LLC | 16,056 | $3.17M | 0.1% | +268.1% | 0.022% | |
8/15/2025 | EP Wealth Advisors LLC | 14,436 | $2.85M | 0.0% | +146.5% | 0.020% | |
8/15/2025 | Curi Capital LLC | 10,890 | $2.15M | 0.0% | +16.9% | 0.015% | |
8/15/2025 | Benjamin Edwards Inc. | 11,699 | $2.31M | 0.0% | +4.5% | 0.016% | |
8/15/2025 | BNP Paribas Financial Markets | 12,802 | $2.53M | 0.0% | N/A | 0.018% | |
8/15/2025 | Bank of America Corp DE | 2,248,350 | $443.42M | 0.0% | -5.7% | 3.136% | |
8/15/2025 | Ameriprise Financial Inc. | 73,231 | $14.45M | 0.0% | -30.5% | 0.102% | |
8/14/2025 | Florida Financial Advisors LLC | 6,973 | $1.38M | 1.0% | -2.8% | 0.010% | |
8/14/2025 | Raymond James Financial Inc. | 137,335 | $27.09M | 0.0% | +43.1% | 0.192% | |
8/14/2025 | Quantinno Capital Management LP | 37,410 | $7.38M | 0.0% | +37.8% | 0.052% | |
8/14/2025 | Diversify Advisory Services LLC | 2,040 | $429K | 0.0% | N/A | 0.003% | |
8/14/2025 | NewEdge Advisors LLC | 46,150 | $9.10M | 0.0% | +10.3% | 0.064% | |
8/14/2025 | Certuity LLC | 3,608 | $712K | 0.1% | N/A | 0.005% | |
8/14/2025 | Sentinus LLC | 2,235 | $441K | 0.1% | N/A | 0.003% | |
8/14/2025 | SVB Wealth LLC | 5,390 | $1.06M | 0.1% | N/A | 0.008% | |
8/14/2025 | Cerity Partners LLC | 2,056 | $405K | 0.0% | N/A | 0.003% | |
8/13/2025 | PGIM Custom Harvest LLC | 2,264 | $447K | 0.0% | -13.0% | 0.003% | |
8/13/2025 | StoneX Group Inc. | 1,269 | $250K | 0.0% | N/A | 0.002% | |
8/13/2025 | Flow Traders U.S. LLC | 1,228 | $242K | 0.0% | N/A | 0.002% | |
8/13/2025 | Cresset Asset Management LLC | 2,837 | $560K | 0.0% | -12.1% | 0.004% | |
8/13/2025 | Marshall Wace LLP | 28,643 | $5.65M | 0.0% | N/A | 0.040% | |
8/13/2025 | Veltria Advisors Corp. | 2,906 | $573K | 0.4% | N/A | 0.004% | |
8/13/2025 | JBR Co Financial Management Inc | 13,825 | $2.73M | 1.3% | +28.9% | 0.019% | |
8/13/2025 | CW Advisors LLC | 111,313 | $21.95M | 0.2% | -24.8% | 0.155% | |
8/13/2025 | River Wealth Advisors LLC | 3,334 | $657K | 0.1% | -2.1% | 0.005% | |
8/13/2025 | WCG Wealth Advisors LLC | 15,936 | $3.14M | 0.2% | -25.8% | 0.022% | |
8/13/2025 | Beacon Pointe Advisors LLC | 2,088 | $412K | 0.0% | +5.1% | 0.003% | |
8/13/2025 | Willis Johnson & Associates Inc. | 2,600 | $513K | 0.0% | -4.9% | 0.004% | |
8/13/2025 | Lido Advisors LLC | 2,092,518 | $412.69M | 1.6% | +3.2% | 2.918% | |
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8/13/2025 | Quadrature Capital Ltd | 2,537 | $500K | 0.0% | -78.5% | 0.004% | |
8/13/2025 | Scotia Capital Inc. | 1,178 | $232K | 0.0% | N/A | 0.002% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 292,925 | $57.77M | 0.0% | +26.6% | 0.409% | |
8/13/2025 | Elevation Point Wealth Partners LLC | 442 | $87K | 0.0% | N/A | 0.001% | |
8/12/2025 | J.W. Cole Advisors Inc. | 35,265 | $6.96M | 0.1% | +264.2% | 0.049% | |
8/12/2025 | Armor Investment Advisors LLC | 82,569 | $16.28M | 6.1% | +1.0% | 0.115% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 86,073 | $16.98M | 0.1% | +4,004.6% | 0.120% | |
8/12/2025 | CreativeOne Wealth LLC | 4,313 | $851K | 0.0% | -23.1% | 0.006% | |
8/12/2025 | Global Retirement Partners LLC | 1,838 | $363K | 0.0% | N/A | 0.003% | |
8/12/2025 | Eley Financial Management Inc | 15,783 | $3.11M | 1.2% | +2.4% | 0.022% | |