9/4/2025 | Osaic Holdings Inc. | 218,598 | $14.49M | 0.0% | +8.1% | 0.754% | |
8/29/2025 | Centaurus Financial Inc. | 5,658 | $375K | 0.0% | -25.2% | 0.020% | |
8/27/2025 | Orion Porfolio Solutions LLC | 89,340 | $5.92M | 0.1% | -9.1% | 0.308% | |
8/20/2025 | Coppell Advisory Solutions LLC | 116,591 | $7.70M | 0.9% | +29.8% | 0.402% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 28,218 | $1.87M | 0.1% | N/A | 0.097% | |
8/19/2025 | Advisory Services Network LLC | 45,373 | $3.03M | 0.0% | +10.6% | 0.156% | |
8/18/2025 | Geneos Wealth Management Inc. | 12,882 | $854K | 0.0% | +52.6% | 0.044% | |
8/15/2025 | Asset Allocation Strategies LLC | 36,827 | $2.44M | 0.5% | +16.8% | 0.127% | |
8/15/2025 | Equitable Holdings Inc. | 68,334 | $4.53M | 0.0% | +11.4% | 0.236% | |
8/15/2025 | FSB Premier Wealth Management Inc. | 5,966 | $395K | 0.1% | +11.4% | 0.021% | |
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8/15/2025 | Captrust Financial Advisors | 75,517 | $5.01M | 0.0% | -4.8% | 0.260% | |
8/15/2025 | Orion Porfolio Solutions LLC | 99,048 | $6.57M | 0.0% | +0.7% | 0.342% | |
8/15/2025 | MML Investors Services LLC | 85,539 | $5.67M | 0.0% | +8.8% | 0.295% | |
8/15/2025 | Modern Wealth Management LLC | 18,581 | $1.23M | 0.0% | -85.8% | 0.064% | |
8/15/2025 | IHT Wealth Management LLC | 14,177 | $940K | 0.0% | -50.9% | 0.049% | |
8/15/2025 | Benjamin Edwards Inc. | 53,779 | $3.56M | 0.0% | +41.0% | 0.185% | |
8/15/2025 | Bank of America Corp DE | 10,494 | $696K | 0.0% | +578.8% | 0.036% | |
8/15/2025 | Acas LLC | 50,045 | $3.38M | 2.3% | -1.5% | 0.173% | |
8/15/2025 | Ameriprise Financial Inc. | 2,417,461 | $160.16M | 0.0% | +10.6% | 8.336% | |
8/14/2025 | Jane Street Group LLC | 7,585 | $503K | 0.0% | -69.3% | 0.026% | |
8/14/2025 | Ausdal Financial Partners Inc. | 50,795 | $3.37M | 0.2% | +8.3% | 0.175% | |
8/14/2025 | Raymond James Financial Inc. | 673,403 | $44.63M | 0.0% | +45.2% | 2.322% | |
8/14/2025 | Darwin Wealth Management LLC | 35,349 | $2.34M | 0.8% | N/A | 0.122% | |
8/14/2025 | Quantinno Capital Management LP | 5,192 | $344K | 0.0% | N/A | 0.018% | |
8/14/2025 | NewEdge Advisors LLC | 18,915 | $1.25M | 0.0% | +157.8% | 0.065% | |
8/14/2025 | Cerity Partners LLC | 55,304 | $3.67M | 0.0% | +57.7% | 0.191% | |
8/13/2025 | StoneX Group Inc. | 11,896 | $788K | 0.0% | +3.0% | 0.041% | |
8/13/2025 | Proactive Wealth Strategies LLC | 87,093 | $5.77M | 2.7% | +3.0% | 0.300% | |
8/13/2025 | Gateway Wealth Partners LLC | 29,892 | $1.98M | 0.4% | -10.8% | 0.103% | |
8/13/2025 | First Trust Advisors LP | 67,002 | $4.44M | 0.0% | -7.2% | 0.231% | |
8/13/2025 | WCG Wealth Advisors LLC | 12,272 | $813K | 0.1% | -6.0% | 0.042% | |
8/13/2025 | Legacy Capital Wealth Partners LLC | 14,105 | $935K | 0.2% | -4.8% | 0.049% | |
8/13/2025 | Maia Wealth LLC | 25,311 | $1.68M | 0.3% | +20.1% | 0.087% | |
8/12/2025 | Viawealth LLC | 70,396 | $4.67M | 2.8% | -10.7% | 0.243% | |
8/12/2025 | Richmond Investment Services LLC | 39,513 | $2.62M | 0.6% | +105.7% | 0.136% | |
8/12/2025 | Financial Advocates Investment Management | 7,482 | $496K | 0.0% | -35.9% | 0.026% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 47,814 | $3.17M | 0.0% | -43.2% | 0.165% | |
8/12/2025 | CreativeOne Wealth LLC | 61,952 | $4.11M | 0.1% | +3.4% | 0.214% | |
8/12/2025 | Global Retirement Partners LLC | 35,789 | $2.37M | 0.1% | N/A | 0.123% | |
8/12/2025 | Centric Wealth Management | 135,858 | $9.10M | 2.1% | +0.6% | 0.468% | |
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8/12/2025 | JPMorgan Chase & Co. | 27,654 | $1.83M | 0.0% | -96.5% | 0.095% | |
8/8/2025 | Rockefeller Capital Management L.P. | 25,735 | $1.71M | 0.0% | +20.5% | 0.087% | |
8/8/2025 | Kingsview Wealth Management LLC | 56,770 | $3.76M | 0.1% | +12.9% | 0.192% | |
8/8/2025 | Citizens Financial Group Inc. RI | 20,774 | $1.38M | 0.0% | -47.4% | 0.070% | |
8/8/2025 | Avantax Advisory Services Inc. | 68,886 | $4.57M | 0.0% | -5.8% | 0.233% | |
8/8/2025 | Cetera Investment Advisers | 631,308 | $41.84M | 0.1% | +7.6% | 2.133% | |
8/7/2025 | CENTRAL TRUST Co | 414,753 | $27.49M | 0.6% | +12.1% | 1.401% | |
8/7/2025 | Vise Technologies Inc. | 13,848 | $918K | 0.0% | N/A | 0.047% | |
8/7/2025 | Allworth Financial LP | 2,176 | $144K | 0.0% | -12.6% | 0.007% | |
8/7/2025 | PFG Advisors | 16,965 | $1.12M | 0.0% | +14.2% | 0.057% | |
8/7/2025 | LFA Lugano Financial Advisors SA | 64,285 | $4.26M | 2.5% | +11.2% | 0.217% | |
8/7/2025 | Brio Consultants LLC | 84,485 | $5.60M | 0.8% | -2.7% | 0.285% | |
8/7/2025 | Rathbones Group PLC | 7,901 | $524K | 0.0% | +11.0% | 0.027% | |
8/6/2025 | Prospera Financial Services Inc | 14,912 | $989K | 0.0% | -1.4% | 0.050% | |
8/6/2025 | AE Wealth Management LLC | 12,518 | $830K | 0.0% | -26.2% | 0.042% | |
8/6/2025 | Wedbush Securities Inc. | 9,858 | $653K | 0.0% | +5.2% | 0.033% | |
8/6/2025 | Savant Capital LLC | 7,277 | $482K | 0.0% | -14.2% | 0.025% | |
8/6/2025 | Golden State Wealth Management LLC | 70,501 | $4.67M | 0.6% | -1.3% | 0.238% | |
8/6/2025 | Ethos Financial Group LLC | 170,099 | $11.27M | 1.0% | +8.8% | 0.575% | |
8/6/2025 | Moors & Cabot Inc. | 6,418 | $425K | 0.0% | +19.2% | 0.022% | |
8/5/2025 | Bank of Montreal Can | 5,786 | $384K | 0.0% | +11.3% | 0.020% | |
8/5/2025 | Sigma Planning Corp | 48,865 | $3.24M | 0.1% | -23.2% | 0.165% | |
8/5/2025 | Frederick Financial Consultants LLC | 26,483 | $1.76M | 1.1% | +15.1% | 0.089% | |
8/4/2025 | Creekmur Asset Management LLC | 402 | $27K | 0.0% | N/A | 0.001% | |
8/4/2025 | Atria Investments Inc | 12,087 | $801K | 0.0% | +6.4% | 0.041% | |
8/4/2025 | Assetmark Inc. | 74,147 | $4.91M | 0.0% | +3.1% | 0.250% | |
8/4/2025 | World Investment Advisors | 34,076 | $2.26M | 0.1% | -8.1% | 0.115% | |
8/4/2025 | Flagship Harbor Advisors LLC | 107,543 | $7.13M | 0.3% | +0.4% | 0.363% | |
8/1/2025 | Brookwood Investment Group LLC | 12,268 | $813K | 0.1% | +8.6% | 0.041% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 16,379 | $1.09M | 0.0% | +24.4% | 0.055% | |
8/1/2025 | Envestnet Asset Management Inc. | 579,756 | $38.43M | 0.0% | +8.6% | 1.959% | |
7/31/2025 | Stegent Equity Advisors Inc. | 61,093 | $4.05M | 3.6% | -2.1% | 0.206% | |
7/31/2025 | Hobart Private Capital LLC | 307,223 | $20.36M | 4.6% | +1.0% | 1.038% | |
7/31/2025 | Sage Mountain Advisors LLC | 3,040 | $201K | 0.0% | N/A | 0.010% | |
7/31/2025 | Cardinal Point Capital Management ULC | 118,969 | $7.89M | 0.6% | -4.2% | 0.402% | |
7/30/2025 | First Citizens Bank & Trust Co. | 6,642 | $440K | 0.0% | -63.3% | 0.022% | |
7/30/2025 | Meadow Creek Wealth Advisors LLC | 13,319 | $883K | 0.6% | +6.3% | 0.045% | |
7/30/2025 | Parcion Private Wealth LLC | 16,182 | $1.07M | 0.1% | +10.6% | 0.055% | |
7/30/2025 | TFB Advisors LLC | 7,102 | $471K | 0.1% | +26.4% | 0.024% | |
7/30/2025 | Patten Group Inc. | 29,687 | $1.97M | 0.4% | -3.9% | 0.100% | |
7/30/2025 | IMG Wealth Management Inc. | 71,719 | $4.75M | 3.7% | +9.4% | 0.242% | |
7/29/2025 | Balboa Wealth Partners | 9,938 | $659K | 0.1% | +189.1% | 0.034% | |
7/29/2025 | Crux Wealth Advisors | 9,268 | $614K | 0.3% | +25.7% | 0.031% | |
7/29/2025 | Koshinski Asset Management Inc. | 56,181 | $3.72M | 0.3% | -1.8% | 0.190% | |
7/29/2025 | Stratos Wealth Partners LTD. | 79,636 | $5.28M | 0.1% | +4.2% | 0.269% | |
7/29/2025 | Stratos Wealth Advisors LLC | 25,878 | $1.72M | 0.1% | -0.6% | 0.087% | |
7/29/2025 | Private Trust Co. NA | 3,581 | $237K | 0.0% | +10.2% | 0.012% | |
7/28/2025 | WealthPLAN Partners LLC | 101,265 | $6.71M | 1.1% | -39.4% | 0.342% | |
7/28/2025 | WealthPlan Investment Management LLC | 215,979 | $14.32M | 1.0% | +47.3% | 0.730% | |
7/28/2025 | Harbour Investments Inc. | 98,714 | $6.54M | 0.2% | +28.2% | 0.333% | |
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7/28/2025 | RFG Advisory LLC | 25,948 | $1.72M | 0.0% | +610.1% | 0.088% | |
7/25/2025 | Atria Wealth Solutions Inc. | 12,318 | $816K | 0.0% | -69.2% | 0.042% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 14,441 | $957K | 0.0% | -74.1% | 0.049% | |
7/25/2025 | Prostatis Group LLC | 55,485 | $3.68M | 1.1% | -10.1% | 0.187% | |
7/25/2025 | CWM LLC | 186,296 | $12.35M | 0.0% | -2.4% | 0.629% | |
7/25/2025 | Concurrent Investment Advisors LLC | 12,953 | $859K | 0.0% | -35.4% | 0.044% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 12,964 | $859K | 0.1% | +2.3% | 0.044% | |
7/24/2025 | IFP Advisors Inc | 25,340 | $1.68M | 0.0% | +5.6% | 0.086% | |
7/24/2025 | MSH Capital Advisors LLC | 22,160 | $1.47M | 0.4% | N/A | 0.075% | |
7/23/2025 | RiverTree Advisors LLC | 15,550 | $1.03M | 0.7% | -20.0% | 0.053% | |