10/22/2025 | Gladstone Institutional Advisory LLC | 435,525 | $21.88M | 0.8% | -2.8% | 0.739% | |
10/22/2025 | Greenleaf Trust | 438,921 | $22.05M | 0.2% | +16.1% | 0.745% | |
10/22/2025 | Geneos Wealth Management Inc. | 5,513 | $277K | 0.0% | -12.1% | 0.009% | |
10/22/2025 | D.A. Davidson & CO. | 74,325 | $3.73M | 0.0% | +3.0% | 0.126% | |
10/22/2025 | Foronjy Financial LLC | 202,465 | $10.17M | 4.5% | +12.9% | 0.344% | |
10/22/2025 | WT Wealth Management | 6,591 | $331K | 0.1% | -60.0% | 0.011% | |
10/21/2025 | Global Retirement Partners LLC | 62,107 | $3.12M | 0.1% | +8.1% | 0.105% | |
10/21/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 48,656 | $2.44M | 0.1% | N/A | 0.083% | |
10/21/2025 | Daner Wealth Management LLC | 109,100 | $5.49M | 3.6% | +0.9% | 0.174% | |
10/21/2025 | My Personal CFO LLC | 5,377 | $270K | 0.1% | N/A | 0.009% | |
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10/21/2025 | Strait & Sound Wealth Management LLC | 43,999 | $2.21M | 0.8% | +3.3% | 0.070% | |
10/20/2025 | Accurate Wealth Management LLC | 15,114 | $761K | 0.1% | N/A | 0.024% | |
10/20/2025 | TBH Global Asset Management LLC | 8,088 | $406K | 0.1% | -87.2% | 0.013% | |
10/20/2025 | Lionsbridge Wealth Management LLC | 22,486 | $1.13M | 1.1% | -22.6% | 0.036% | |
10/17/2025 | Mattson Financial Services LLC | 27,851 | $1.40M | 0.3% | -8.0% | 0.047% | |
10/17/2025 | Regatta Capital Group LLC | 36,535 | $1.84M | 0.3% | +4.2% | 0.062% | |
10/17/2025 | Sowell Financial Services LLC | 19,590 | $984K | 0.0% | +19.1% | 0.033% | |
10/17/2025 | Sovereign Financial Group Inc. | 40,177 | $2.02M | 0.4% | +1.3% | 0.068% | |
10/16/2025 | Beacon Investment Advisory Services Inc. | 70,583 | $3.55M | 0.1% | -9.3% | 0.120% | |
10/16/2025 | Capital Advisors Ltd. LLC | 111,908 | $5.62M | 0.6% | -2.4% | 0.190% | |
10/16/2025 | Weatherly Asset Management L. P. | 17,745 | $891K | 0.1% | -5.0% | 0.030% | |
10/16/2025 | Johnson Bixby & Associates LLC | 349,218 | $17.54M | 2.2% | +8.6% | 0.592% | |
10/15/2025 | CWM LLC | 532,585 | $26.75M | 0.1% | +0.8% | 0.903% | |
10/15/2025 | World Investment Advisors | 29,820 | $1.50M | 0.0% | -15.1% | 0.051% | |
10/15/2025 | Private Trust Co. NA | 28,404 | $1.43M | 0.1% | -20.8% | 0.048% | |
10/15/2025 | DAVENPORT & Co LLC | 6,081 | $305K | 0.0% | -7.6% | 0.010% | |
10/14/2025 | Paladin Wealth LLC | 22,695 | $1.14M | 0.8% | -4.8% | 0.038% | |
10/14/2025 | Private Client Services LLC | 11,021 | $554K | 0.2% | +6.6% | 0.018% | |
10/10/2025 | Sound Income Strategies LLC | 1,924 | $97K | 0.0% | N/A | 0.003% | |
10/10/2025 | Cyndeo Wealth Partners LLC | 352,109 | $17.69M | 1.0% | -0.4% | 0.600% | |
10/9/2025 | Legacy Solutions LLC | 32,584 | $1.64M | 1.5% | +8.1% | 0.056% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 34,370 | $1.73M | 0.1% | +5.5% | 0.059% | |
10/8/2025 | YHB Investment Advisors Inc. | 28,985 | $1.46M | 0.1% | +35.6% | 0.049% | |
10/6/2025 | Gradient Investments LLC | 1,438,188 | $72.25M | 1.2% | -1.0% | 2.425% | |
10/6/2025 | TruWealth Advisors LLC | 81,413 | $4.09M | 0.2% | +6.6% | 0.137% | |
10/2/2025 | Capital Asset Advisory Services LLC | 833,386 | $41.86M | 1.8% | +3.6% | 1.524% | |
9/25/2025 | National Wealth Management Group LLC | 9,586 | $481K | 0.3% | -5.2% | 0.018% | |
9/19/2025 | Watts Gwilliam & Co. LLC | 22,362 | $1.13M | 0.2% | +121.5% | 0.041% | |
9/11/2025 | Milestones Private Investment Advisors LLC | 10,138 | $508K | 0.4% | N/A | 0.019% | |
9/10/2025 | WT Wealth Management | 16,465 | $826K | 0.2% | +4.5% | 0.030% | |
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9/4/2025 | Osaic Holdings Inc. | 723,610 | $36.28M | 0.1% | +47.2% | 1.323% | |
8/27/2025 | Barnes Wealth Management Group Inc | 40,695 | $2.04M | 1.2% | +4.5% | 0.074% | |
8/22/2025 | TT Capital Management LLC | 32,493 | $1.63M | 0.5% | N/A | 0.059% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 15,335 | $769K | 0.0% | N/A | 0.028% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 1,015 | $51K | 0.0% | +206.6% | 0.002% | |
8/19/2025 | Advisory Services Network LLC | 104,518 | $5.24M | 0.1% | +465.5% | 0.191% | |
8/15/2025 | Brown Financial Advisors | 79,933 | $4.01M | 1.6% | -17.5% | 0.146% | |
8/15/2025 | Tidal Investments LLC | 10,035 | $503K | 0.0% | N/A | 0.018% | |
8/15/2025 | Redwood Financial Network Corp | 9,854 | $494K | 0.3% | +10.0% | 0.018% | |
8/15/2025 | MML Investors Services LLC | 295,645 | $14.82M | 0.0% | +247.6% | 0.540% | |
8/15/2025 | HRT Financial LP | 33,192 | $1.66M | 0.0% | N/A | 0.061% | |
8/15/2025 | Benjamin Edwards Inc. | 21,757 | $1.09M | 0.0% | +6.3% | 0.040% | |
8/15/2025 | BNP Paribas Financial Markets | 30,336 | $1.52M | 0.0% | -64.3% | 0.055% | |
8/15/2025 | Bank of America Corp DE | 1,560,270 | $78.23M | 0.0% | +35.3% | 2.852% | |
8/14/2025 | Jane Street Group LLC | 202,747 | $10.17M | 0.0% | +2,763.3% | 0.371% | |
8/14/2025 | Raymond James Financial Inc. | 910,918 | $45.67M | 0.0% | +16.7% | 1.665% | |
8/14/2025 | NewEdge Advisors LLC | 19,154 | $960K | 0.0% | -2.2% | 0.035% | |
8/14/2025 | Intrepid Family Office LLC | 20,000 | $1.00M | 0.8% | -42.9% | 0.037% | |
8/14/2025 | Daner Wealth Management LLC | 108,107 | $5.43M | 3.8% | N/A | 0.198% | |
8/13/2025 | Avestar Capital LLC | 176,927 | $8.87M | 0.6% | -31.2% | 0.323% | |
8/13/2025 | Financial & Tax Architects LLC | 11,513 | $577K | 0.1% | +26.2% | 0.021% | |
8/13/2025 | StoneX Group Inc. | 7,361 | $369K | 0.0% | N/A | 0.013% | |
8/13/2025 | Flow Traders U.S. LLC | 51,699 | $2.59M | 0.1% | +226.8% | 0.095% | |
8/13/2025 | Gateway Wealth Partners LLC | 10,878 | $545K | 0.1% | -1.8% | 0.020% | |
8/13/2025 | Baird Financial Group Inc. | 18,343 | $920K | 0.0% | -5.8% | 0.034% | |
8/13/2025 | First Trust Advisors LP | 4,000 | $201K | 0.0% | N/A | 0.007% | |
8/13/2025 | Invesco Ltd. | 43,475 | $2.18M | 0.0% | N/A | 0.079% | |
8/13/2025 | Advocacy Wealth Management Services LLC | 120,833 | $6.06M | 0.4% | +17.8% | 0.221% | |
8/13/2025 | Scotia Capital Inc. | 176,798 | $8.87M | 0.0% | +3.3% | 0.323% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 64,828 | $3.25M | 0.0% | +67.4% | 0.119% | |
8/13/2025 | Copley Financial Group Inc. | 39,864 | $2.00M | 1.5% | -7.2% | 0.073% | |
8/12/2025 | J.W. Cole Advisors Inc. | 29,698 | $1.49M | 0.0% | +438.5% | 0.054% | |
8/12/2025 | Financial Advocates Investment Management | 5,286 | $265K | 0.0% | -21.4% | 0.010% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 29,346 | $1.47M | 0.0% | +2.1% | 0.054% | |
8/12/2025 | Global Retirement Partners LLC | 57,464 | $2.88M | 0.1% | N/A | 0.105% | |
8/12/2025 | AlphaCore Capital LLC | 23,478 | $1.18M | 0.0% | -2.0% | 0.043% | |
8/12/2025 | Archer Investment Corp | 2,428 | $122K | 0.0% | -22.4% | 0.004% | |
8/12/2025 | MAI Capital Management | 21,085 | $1.06M | 0.0% | -4.4% | 0.039% | |
8/12/2025 | JPMorgan Chase & Co. | 415,910 | $20.85M | 0.0% | -49.0% | 0.760% | |
8/12/2025 | NFP Retirement Inc. | 12,755 | $640K | 0.0% | -6.9% | 0.023% | |
8/11/2025 | Perennial Investment Advisors LLC | 5,661 | $284K | 0.0% | +14.0% | 0.010% | |
8/11/2025 | Beta Wealth Group Inc. | 6,518 | $327K | 0.1% | +59.8% | 0.012% | |
8/8/2025 | Kingsview Wealth Management LLC | 8,837 | $443K | 0.0% | +49.9% | 0.016% | |
8/8/2025 | Collaborative Wealth Managment Inc. | 13,137 | $659K | 0.3% | -24.3% | 0.024% | |
8/8/2025 | Cetera Investment Advisers | 967,552 | $48.51M | 0.1% | +5.5% | 1.782% | |
8/8/2025 | Creative Planning | 168,035 | $8.43M | 0.0% | -5.4% | 0.309% | |
8/8/2025 | Petix & Botte Co | 14,171 | $711K | 0.2% | -9.7% | 0.026% | |
8/7/2025 | Montag A & Associates Inc. | 20,853 | $1.05M | 0.1% | -22.6% | 0.038% | |
8/7/2025 | Allworth Financial LP | 5,411 | $271K | 0.0% | +4.8% | 0.010% | |
8/7/2025 | Parkside Financial Bank & Trust | 899 | $45K | 0.0% | N/A | 0.002% | |
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8/7/2025 | WESCAP Management Group Inc. | 118,997 | $5.97M | 1.4% | -9.0% | 0.219% | |
8/6/2025 | ZEGA Investments LLC | 67,643 | $3.39M | 0.5% | +5.0% | 0.125% | |
8/6/2025 | Prospera Financial Services Inc | 4,600 | $231K | 0.0% | N/A | 0.008% | |
8/6/2025 | AE Wealth Management LLC | 625 | $31K | 0.0% | +88.3% | 0.001% | |
8/6/2025 | Legacy Wealth Managment LLC ID | 23,292 | $1.17M | 0.6% | -7.7% | 0.043% | |
8/6/2025 | ETF Store Inc. | 21,560 | $1.08M | 1.3% | +3.3% | 0.040% | |
8/5/2025 | Astra Wealth Partners LLC | 15,300 | $767K | 0.6% | N/A | 0.028% | |
8/5/2025 | Bank of Montreal Can | 4,439 | $223K | 0.0% | -28.1% | 0.008% | |
8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 10,000 | $501K | 0.1% | -27.0% | 0.018% | |
8/4/2025 | IFG Advisory LLC | 6,752 | $339K | 0.0% | N/A | 0.012% | |