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% | |
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% | |
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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% | |
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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% | |
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% | |
8/4/2025 | Impact Partnership Wealth LLC | 12,050 | $604K | 0.1% | N/A | 0.022% | |
8/4/2025 | Atria Investments Inc | 21,497 | $1.08M | 0.0% | N/A | 0.040% | |
8/4/2025 | World Investment Advisors | 35,143 | $1.76M | 0.0% | -8.8% | 0.065% | |
8/4/2025 | Flagship Harbor Advisors LLC | 197,538 | $9.91M | 0.5% | +635.5% | 0.364% | |
8/1/2025 | GWN Securities Inc. | 4,583 | $230K | 0.0% | -47.8% | 0.008% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 35,566 | $1.78M | 0.1% | -30.8% | 0.065% | |
8/1/2025 | Envestnet Asset Management Inc. | 606,999 | $30.44M | 0.0% | +64.8% | 1.118% | |
8/1/2025 | Chilton Capital Management LLC | 1,000 | $50K | 0.0% | -48.4% | 0.002% | |
7/31/2025 | Strait & Sound Wealth Management LLC | 42,588 | $2.14M | 0.9% | +76.1% | 0.078% | |
7/31/2025 | B & T Capital Management DBA Alpha Capital Management | 4,000 | $201K | 0.0% | -77.5% | 0.007% | |
7/31/2025 | Peterson Wealth Services | 4,468 | $224K | 0.1% | -59.8% | 0.008% | |
7/31/2025 | GenTrust LLC | 30,779 | $1.54M | 0.1% | N/A | 0.057% | |
7/30/2025 | Bleakley Financial Group LLC | 83,493 | $4.19M | 0.1% | -10.9% | 0.154% | |
7/30/2025 | Capital Wealth Alliance LLC | 25,729 | $1.29M | 0.7% | -6.7% | 0.047% | |
7/30/2025 | Freedom Investment Management Inc. | 23,521 | $1.18M | 0.1% | -6.9% | 0.043% | |
7/30/2025 | D.A. Davidson & CO. | 72,186 | $3.62M | 0.0% | +4.7% | 0.133% | |
7/30/2025 | Lionsbridge Wealth Management LLC | 29,034 | $1.46M | 1.4% | -5.4% | 0.053% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 10,588 | $531K | 0.0% | N/A | 0.019% | |
7/30/2025 | Drive Wealth Management LLC | 158,056 | $7.93M | 1.7% | -7.2% | 0.291% | |
7/29/2025 | International Assets Investment Management LLC | 6,150 | $308K | 0.0% | N/A | 0.011% | |
7/29/2025 | Stratos Wealth Partners LTD. | 14,773 | $741K | 0.0% | +18.1% | 0.027% | |
7/29/2025 | Private Trust Co. NA | 35,847 | $1.80M | 0.2% | +20.5% | 0.066% | |
7/29/2025 | Mattson Financial Services LLC | 30,289 | $1.52M | 0.4% | -9.3% | 0.056% | |
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7/28/2025 | Mutual Advisors LLC | 134,235 | $6.73M | 0.2% | +140.0% | 0.247% | |
7/28/2025 | Axxcess Wealth Management LLC | 929,019 | $46.58M | 1.1% | +21.8% | 1.711% | |
7/25/2025 | Atria Wealth Solutions Inc. | 580,333 | $29.10M | 0.7% | -43.7% | 1.069% | |
7/25/2025 | Endowment Wealth Management Inc. | 35,285 | $1.77M | 0.9% | +11.8% | 0.065% | |
7/25/2025 | Total Clarity Wealth Management Inc. | 18,243 | $915K | 0.3% | +63.9% | 0.034% | |
7/25/2025 | CWM LLC | 528,575 | $26.50M | 0.1% | -0.8% | 0.973% | |
7/25/2025 | Transcendent Capital Group LLC | 17,731 | $889K | 0.5% | -58.0% | 0.033% | |
7/25/2025 | Wealth Advisory Team LLC | 7,079 | $355K | 0.3% | N/A | 0.013% | |
7/25/2025 | Sovereign Financial Group Inc. | 39,665 | $1.99M | 0.4% | -5.8% | 0.073% | |
7/25/2025 | Concurrent Investment Advisors LLC | 158,394 | $7.94M | 0.2% | +0.3% | 0.292% | |