10/15/2025 | World Investment Advisors | 6,621 | $834K | 0.0% | N/A | 0.009% | |
10/15/2025 | Private Trust Co. NA | 538 | $68K | 0.0% | N/A | 0.001% | |
10/15/2025 | Southland Equity Partners LLC | 4,735 | $596K | 0.1% | +1.9% | 0.006% | |
10/15/2025 | Founders Financial Securities LLC | 9,221 | $1.16M | 0.1% | +61.5% | 0.013% | |
10/15/2025 | Cypress Wealth Services LLC | 7,568 | $953K | 0.2% | -6.6% | 0.010% | |
10/15/2025 | DAVENPORT & Co LLC | 68,012 | $8.57M | 0.0% | N/A | 0.092% | |
10/14/2025 | Farther Finance Advisors LLC | 8,648 | $1.09M | 0.0% | +387.8% | 0.012% | |
10/14/2025 | Security Financial Services INC. | 15,851 | $2.00M | 0.3% | -6.1% | 0.022% | |
10/10/2025 | Clarity Financial LLC | 1,948 | $245K | 0.0% | N/A | 0.003% | |
10/10/2025 | Cyndeo Wealth Partners LLC | 1,620 | $204K | 0.0% | N/A | 0.002% | |
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10/10/2025 | Quotient Wealth Partners LLC | 8,707 | $1.10M | 0.0% | -1.9% | 0.012% | |
10/10/2025 | Signal Advisors Wealth LLC | 2,266 | $285K | 0.0% | N/A | 0.003% | |
10/9/2025 | Shelton Wealth Management LLC | 20,202 | $2.54M | 1.2% | -7.7% | 0.027% | |
10/8/2025 | Armstrong Advisory Group Inc. | 930 | $117K | 0.0% | N/A | 0.001% | |
10/8/2025 | Moulton Wealth Management Inc. | 22,489 | $2.83M | 2.1% | N/A | 0.030% | |
10/8/2025 | Beacon Financial Group | 8,705 | $1.10M | 0.1% | -4.3% | 0.012% | |
10/7/2025 | Channel Wealth LLC | 3,639 | $458K | 0.1% | +4.7% | 0.005% | |
10/6/2025 | Nilsine Partners LLC | 3,390 | $427K | 0.0% | N/A | 0.005% | |
9/26/2025 | Corient Private Wealth LLC | 5,236 | $588K | 0.0% | -66.3% | 0.009% | |
9/4/2025 | Osaic Holdings Inc. | 186,575 | $20.94M | 0.0% | -21.1% | 0.307% | |
8/29/2025 | Centaurus Financial Inc. | 3,881 | $436K | 0.0% | +15.9% | 0.006% | |
8/20/2025 | Forefront Wealth Partners LLC | 6,588 | $701K | 0.5% | +71.6% | 0.011% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 23,519 | $2.64M | 0.1% | N/A | 0.039% | |
8/19/2025 | Cape Investment Advisory Inc. | 3,642 | $409K | 0.1% | +10.5% | 0.006% | |
8/19/2025 | Advisory Services Network LLC | 48,202 | $5.59M | 0.1% | -4.0% | 0.079% | |
8/18/2025 | Tyler Stone Wealth Management | 12,572 | $1.41M | 0.2% | -1.4% | 0.021% | |
8/18/2025 | N.E.W. Advisory Services LLC | 482 | $54K | 0.0% | -49.9% | 0.001% | |
8/18/2025 | Geneos Wealth Management Inc. | 3,342 | $375K | 0.0% | +6.8% | 0.005% | |
8/15/2025 | High Falls Advisors Inc | 3,727 | $419K | 0.1% | +30.2% | 0.006% | |
8/15/2025 | Nikulski Financial Inc. | 12,968 | $1.46M | 0.4% | -24.6% | 0.021% | |
8/15/2025 | Corient Private Wealth LLC | 5,236 | $588K | 0.0% | -66.3% | 0.009% | |
8/15/2025 | Equitable Holdings Inc. | 1,729,204 | $194.26M | 1.6% | -3.2% | 2.842% | |
8/15/2025 | Northeast Financial Consultants Inc | 98,767 | $11.10M | 0.5% | -11.1% | 0.162% | |
8/15/2025 | Keel Point LLC | 9,750 | $1.10M | 0.1% | N/A | 0.016% | |
8/15/2025 | Snowden Capital Advisors LLC | 3,473 | $390K | 0.0% | -10.7% | 0.006% | |
8/15/2025 | MML Investors Services LLC | 78,412 | $8.81M | 0.0% | +301.4% | 0.129% | |
8/15/2025 | IHT Wealth Management LLC | 29,434 | $3.31M | 0.1% | -2.3% | 0.048% | |
8/15/2025 | Great Valley Advisor Group Inc. | 15,511 | $1.74M | 0.0% | +1.3% | 0.025% | |
8/15/2025 | Group One Trading LLC | 3,213 | $361K | 0.0% | N/A | 0.005% | |
8/15/2025 | EP Wealth Advisors LLC | 6,618 | $743K | 0.0% | +4.7% | 0.011% | |
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8/15/2025 | Benjamin Edwards Inc. | 8,837 | $993K | 0.0% | +24.1% | 0.015% | |
8/15/2025 | Bank of America Corp DE | 2,619,861 | $294.32M | 0.0% | -11.7% | 4.305% | |
8/15/2025 | AFT Forsyth & Company Inc. | 53,151 | $5.97M | 3.1% | -1.1% | 0.087% | |
8/15/2025 | Ameriprise Financial Inc. | 690,196 | $77.53M | 0.0% | +8.3% | 1.134% | |
8/14/2025 | Raymond James Financial Inc. | 582,918 | $65.49M | 0.0% | -9.3% | 0.964% | |
8/14/2025 | Quantinno Capital Management LP | 3,893 | $437K | 0.0% | N/A | 0.006% | |
8/14/2025 | Diversify Advisory Services LLC | 13,308 | $1.58M | 0.1% | +1.7% | 0.022% | |
8/14/2025 | Peapack Gladstone Financial Corp | 9,150 | $1.03M | 0.0% | -1.6% | 0.015% | |
8/14/2025 | Vivaldi Capital Management LP | 3,595 | $404K | 0.1% | N/A | 0.006% | |
8/14/2025 | Clarity Asset Management Inc. | 350 | $39K | 0.0% | N/A | 0.001% | |
8/14/2025 | Osterweis Capital Management Inc. | 2,053 | $231K | 0.0% | -68.0% | 0.003% | |
8/14/2025 | The Manufacturers Life Insurance Company | 23,437 | $2.63M | 0.0% | -50.5% | 0.039% | |
8/14/2025 | FAS Wealth Partners Inc. | 250 | $28K | 0.0% | N/A | 0.000% | |
8/14/2025 | NewEdge Advisors LLC | 72,211 | $8.11M | 0.0% | -1.8% | 0.119% | |
8/14/2025 | Qube Research & Technologies Ltd | 3,268 | $367K | 0.0% | +3.7% | 0.005% | |
8/14/2025 | Baker Avenue Asset Management LP | 73,665 | $8.28M | 0.2% | +4.3% | 0.122% | |
8/14/2025 | Bollard Group LLC | 6,406 | $720K | 0.0% | +8.7% | 0.011% | |
8/14/2025 | Cerity Partners LLC | 907,585 | $101.96M | 0.2% | +0.7% | 1.501% | |
8/13/2025 | PGIM Custom Harvest LLC | 378,734 | $42.55M | 0.9% | +570.1% | 0.627% | |
8/13/2025 | Shepherd Financial Partners LLC | 1,800 | $202K | 0.0% | N/A | 0.003% | |
8/13/2025 | Avestar Capital LLC | 11,861 | $1.33M | 0.1% | -4.0% | 0.020% | |
8/13/2025 | Brown Advisory Inc. | 29,119 | $3.27M | 0.0% | +7.2% | 0.048% | |
8/13/2025 | SCS Capital Management LLC | 4,897 | $550K | 0.0% | -37.6% | 0.008% | |
8/13/2025 | Marshall Wace LLP | 27,442 | $3.08M | 0.0% | N/A | 0.045% | |
8/13/2025 | Milestone Investment Advisors LLC | 35,913 | $4.03M | 1.1% | +8.7% | 0.059% | |
8/13/2025 | Baird Financial Group Inc. | 9,784 | $1.10M | 0.0% | -5.4% | 0.016% | |
8/13/2025 | Dynamic Wealth Strategies LLC | 94,128 | $10.57M | 7.6% | +39.9% | 0.156% | |
8/13/2025 | First Trust Advisors LP | 58,839 | $6.61M | 0.0% | +13.1% | 0.097% | |
8/13/2025 | Trek Financial LLC | 2,280 | $256K | 0.0% | N/A | 0.004% | |
8/13/2025 | CW Advisors LLC | 14,400 | $1.62M | 0.0% | +12.6% | 0.024% | |
8/13/2025 | Beacon Pointe Advisors LLC | 11,375 | $1.28M | 0.0% | +1.5% | 0.019% | |
8/13/2025 | Smith Moore & CO. | 18,764 | $2.11M | 0.2% | +4.7% | 0.031% | |
8/13/2025 | Financial Freedom LLC | 22,764 | $2.56M | 1.4% | +11.1% | 0.038% | |
8/13/2025 | Lido Advisors LLC | 6,124 | $688K | 0.0% | N/A | 0.010% | |
8/13/2025 | WealthTrust Axiom LLC | 7,329 | $823K | 0.2% | -7.8% | 0.012% | |
8/13/2025 | Quadrature Capital Ltd | 4,351 | $489K | 0.0% | -88.8% | 0.007% | |
8/13/2025 | Scotia Capital Inc. | 60,878 | $6.84M | 0.0% | -2.8% | 0.101% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 49,910 | $5.61M | 0.0% | +66.7% | 0.083% | |
8/13/2025 | Integrity Investment Advisors LLC | 51,731 | $5.81M | 4.5% | +4.0% | 0.086% | |
8/13/2025 | GM Advisory Group LLC | 98,432 | $11.06M | 0.5% | +3.3% | 0.163% | |
8/13/2025 | Choreo LLC | 3,160 | $355K | 0.0% | +6.8% | 0.005% | |
8/12/2025 | J.W. Cole Advisors Inc. | 7,133 | $801K | 0.0% | N/A | 0.012% | |
8/12/2025 | Manchester Capital Management LLC | 3,843 | $432K | 0.1% | -9.5% | 0.006% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 55,770 | $6.27M | 0.0% | +189.6% | 0.092% | |
8/12/2025 | CreativeOne Wealth LLC | 2,178 | $245K | 0.0% | N/A | 0.004% | |
8/12/2025 | Global Retirement Partners LLC | 63,229 | $7.10M | 0.2% | N/A | 0.105% | |
8/12/2025 | Soundwatch Capital LLC | 62,657 | $7.04M | 0.0% | N/A | 0.104% | |
8/12/2025 | WealthBridge Capital Management LLC | 70,165 | $7.88M | 2.0% | +1.2% | 0.116% | |
8/12/2025 | Franklin Resources Inc. | 5,896 | $662K | 0.0% | -3.8% | 0.010% | |
8/12/2025 | JPMorgan Chase & Co. | 917,005 | $103.02M | 0.0% | +0.8% | 1.517% | |
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8/11/2025 | TD Waterhouse Canada Inc. | 620 | $69K | 0.0% | -92.2% | 0.001% | |
8/11/2025 | Wealthspire Advisors LLC | 8,597 | $966K | 0.0% | -9.9% | 0.014% | |
8/11/2025 | Bell Investment Advisors Inc | 389 | $44K | 0.0% | -77.3% | 0.001% | |
8/8/2025 | Tortoise Investment Management LLC | 3,610 | $406K | 0.0% | +19.9% | 0.006% | |
8/8/2025 | Blankinship & Foster LLC | 1,847 | $207K | 0.0% | N/A | 0.003% | |
8/8/2025 | Rockefeller Capital Management L.P. | 48,878 | $5.49M | 0.0% | +4.8% | 0.081% | |
8/8/2025 | Citizens Financial Group Inc. RI | 1,907 | $214K | 0.0% | N/A | 0.003% | |
8/8/2025 | Avantax Advisory Services Inc. | 21,891 | $2.46M | 0.0% | +11.3% | 0.036% | |
8/8/2025 | Cetera Investment Advisers | 147,961 | $16.62M | 0.0% | +21.8% | 0.245% | |
8/8/2025 | Creative Planning | 34,967 | $3.93M | 0.0% | -11.3% | 0.058% | |