8/25/2025 | Fulcrum Equity Management | 2,339 | $227K | 0.2% | N/A | 0.008% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 16,873 | $1.64M | 0.1% | N/A | 0.059% | |
8/19/2025 | Cape Investment Advisory Inc. | 22,318 | $2.16M | 0.8% | -0.7% | 0.078% | |
8/19/2025 | Advisory Services Network LLC | 25,437 | $2.55M | 0.0% | +28.2% | 0.089% | |
8/18/2025 | Geneos Wealth Management Inc. | 14,200 | $1.38M | 0.0% | +26.8% | 0.050% | |
8/18/2025 | Hershey Financial Advisers LLC | 36,986 | $3.58M | 3.2% | N/A | 0.129% | |
8/18/2025 | Goodman Advisory Group LLC | 184,981 | $17.93M | 6.1% | N/A | 0.646% | |
8/15/2025 | Corient Private Wealth LLC | 118,936 | $11.53M | 0.0% | -52.5% | 0.415% | |
8/15/2025 | Equitable Holdings Inc. | 2,432,116 | $235.67M | 1.9% | -6.6% | 8.489% | |
8/15/2025 | MML Investors Services LLC | 278,609 | $27.00M | 0.1% | +1.0% | 0.972% | |
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8/15/2025 | IHT Wealth Management LLC | 58,694 | $5.69M | 0.2% | -0.9% | 0.205% | |
8/15/2025 | EP Wealth Advisors LLC | 3,258 | $316K | 0.0% | +17.8% | 0.011% | |
8/15/2025 | Bank of America Corp DE | 472,917 | $45.83M | 0.0% | -12.7% | 1.651% | |
8/15/2025 | Ameriprise Financial Inc. | 347,741 | $33.70M | 0.0% | +1.3% | 1.214% | |
8/14/2025 | Raymond James Financial Inc. | 242,583 | $23.51M | 0.0% | -21.3% | 0.847% | |
8/14/2025 | Diversify Advisory Services LLC | 2,068 | $210K | 0.0% | N/A | 0.007% | |
8/14/2025 | FAS Wealth Partners Inc. | 598,563 | $58.00M | 4.3% | +2.3% | 2.089% | |
8/14/2025 | NewEdge Advisors LLC | 11,537 | $1.12M | 0.0% | +23.5% | 0.040% | |
8/14/2025 | Transce3nd LLC | 331 | $32K | 0.0% | N/A | 0.001% | |
8/14/2025 | Cerity Partners LLC | 2,469 | $239K | 0.0% | N/A | 0.009% | |
8/13/2025 | PGIM Custom Harvest LLC | 2,250 | $218K | 0.0% | N/A | 0.008% | |
8/13/2025 | StoneX Group Inc. | 3,068 | $297K | 0.0% | +9.4% | 0.011% | |
8/13/2025 | Brown Advisory Inc. | 3,058 | $296K | 0.0% | N/A | 0.011% | |
8/13/2025 | Marshall Wace LLP | 7,632 | $740K | 0.0% | N/A | 0.027% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 6,546 | $666K | 0.2% | N/A | 0.023% | |
8/13/2025 | VestGen Advisors LLC | 35,401 | $3.43M | 0.1% | -1.5% | 0.124% | |
8/13/2025 | Wealthquest Corp | 9,871 | $956K | 0.1% | -2.8% | 0.034% | |
8/13/2025 | Level Four Advisory Services LLC | 70,796 | $6.86M | 0.3% | -0.3% | 0.247% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 91,382 | $8.86M | 0.0% | +11.9% | 0.319% | |
8/13/2025 | GM Advisory Group LLC | 246,525 | $23.89M | 1.2% | +182.2% | 0.860% | |
8/12/2025 | J.W. Cole Advisors Inc. | 12,009 | $1.16M | 0.0% | +39.6% | 0.042% | |
8/12/2025 | Laurel Wealth Advisors LLC | 251,940 | $24.41M | 0.0% | +9,590.0% | 0.879% | |
8/12/2025 | Spectrum Wealth Advisory Group LLC | 2,280 | $221K | 0.1% | N/A | 0.008% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 54,121 | $5.24M | 0.0% | -1.2% | 0.189% | |
8/12/2025 | Global Retirement Partners LLC | 13,358 | $1.29M | 0.0% | N/A | 0.047% | |
8/12/2025 | JPMorgan Chase & Co. | 307,252 | $29.77M | 0.0% | -4.5% | 1.072% | |
8/12/2025 | Personal CFO Solutions LLC | 4,135 | $401K | 0.1% | N/A | 0.014% | |
8/12/2025 | Absolute Capital Management LLC | 35,504 | $3.44M | 1.7% | -27.5% | 0.124% | |
8/11/2025 | Wealthspire Advisors LLC | 4,626 | $448K | 0.0% | +68.8% | 0.016% | |
8/11/2025 | Greykasell Wealth Strategies Inc. | 29,382 | $2.85M | 1.4% | +0.7% | 0.103% | |
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8/8/2025 | Rockefeller Capital Management L.P. | 151,954 | $14.72M | 0.0% | +1.4% | 0.532% | |
8/8/2025 | Kingsview Wealth Management LLC | 12,545 | $1.22M | 0.0% | +3.8% | 0.044% | |
8/8/2025 | Avantax Advisory Services Inc. | 383,000 | $37.11M | 0.2% | +2.3% | 1.342% | |
8/8/2025 | Cetera Investment Advisers | 110,908 | $10.75M | 0.0% | +71.9% | 0.388% | |
8/8/2025 | Creative Planning | 42,664 | $4.13M | 0.0% | -7.5% | 0.149% | |
8/8/2025 | Kane Investment Management Inc. | 18,135 | $1.76M | 0.9% | +1.7% | 0.064% | |
8/8/2025 | Clearstead Trust LLC | 493,585 | $47.83M | 9.0% | -2.6% | 1.729% | |
8/7/2025 | Summit Asset Management LLC | 8,285 | $803K | 0.1% | -8.8% | 0.029% | |
8/7/2025 | Brio Consultants LLC | 8,465 | $820K | 0.1% | N/A | 0.030% | |
8/6/2025 | AE Wealth Management LLC | 61,416 | $5.95M | 0.0% | +2,904.7% | 0.215% | |
8/6/2025 | Ipsen Advisor Group LLC | 68,347 | $6.62M | 5.0% | +3.1% | 0.239% | |
8/6/2025 | Savant Capital LLC | 27,335 | $2.65M | 0.0% | +2.1% | 0.096% | |
8/6/2025 | Ethos Financial Group LLC | 8,203 | $795K | 0.1% | N/A | 0.029% | |
8/5/2025 | Sunburst Financial Group LLC | 61,538 | $5.96M | 1.3% | -0.3% | 0.216% | |
8/5/2025 | Key Financial Inc | 6,840 | $663K | 0.1% | +45.7% | 0.024% | |
8/5/2025 | Optivise Advisory Services LLC | 10,169 | $985K | 0.5% | +1.2% | 0.036% | |
8/5/2025 | Sigma Planning Corp | 14,327 | $1.39M | 0.0% | +2.5% | 0.050% | |
8/5/2025 | Strategic Financial Concepts LLC | 11,488 | $1.11M | 0.2% | -78.7% | 0.040% | |
8/4/2025 | Jim Saulnier & Associates LLC | 36,888 | $3.57M | 2.4% | -5.8% | 0.129% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 15,177 | $1.47M | 0.1% | +0.9% | 0.053% | |
8/4/2025 | Kovack Advisors Inc. | 3,548 | $344K | 0.0% | -2.7% | 0.012% | |
8/4/2025 | Pinnacle Associates Ltd. | 8,641 | $837K | 0.0% | -1.3% | 0.030% | |
8/4/2025 | Atria Investments Inc | 3,162 | $306K | 0.0% | N/A | 0.011% | |
8/4/2025 | Assetmark Inc. | 9,960 | $965K | 0.0% | -38.0% | 0.035% | |
8/4/2025 | Hantz Financial Services Inc. | 410 | $40K | 0.0% | N/A | 0.001% | |
8/4/2025 | Arkadios Wealth Advisors | 23,948 | $2.32M | 0.1% | -1.8% | 0.084% | |
8/4/2025 | Flagship Harbor Advisors LLC | 27,511 | $2.67M | 0.1% | +480.4% | 0.096% | |
8/4/2025 | Daymark Wealth Partners LLC | 20,473 | $1.98M | 0.1% | +119.3% | 0.072% | |
8/1/2025 | Cedar Point Capital Partners LLC | 8,539 | $827K | 0.6% | -3.3% | 0.030% | |
8/1/2025 | GWN Securities Inc. | 10,863 | $1.06M | 0.2% | +43.2% | 0.038% | |
8/1/2025 | American Financial & Tax Strategies Inc. | 50,916 | $4.93M | 2.5% | -3.4% | 0.178% | |
8/1/2025 | Envestnet Asset Management Inc. | 304,261 | $29.48M | 0.0% | +191.4% | 1.066% | |
7/30/2025 | Roman Butler Fullerton & Co. | 11,867 | $1.19M | 0.4% | -2.7% | 0.042% | |
7/30/2025 | Retirement Planning Group LLC | 41,653 | $4.04M | 0.2% | +11.3% | 0.146% | |
7/29/2025 | Elevation Capital Advisory LLC | 18,728 | $1.82M | 0.7% | N/A | 0.066% | |
7/29/2025 | Madison Wealth Partners Inc | 40,838 | $3.96M | 0.9% | -2.4% | 0.143% | |
7/29/2025 | Woodard & Co. Asset Management Group Inc. ADV | 69,828 | $6.77M | 1.2% | -0.6% | 0.245% | |
7/29/2025 | Rodgers & Associates LTD | 17,138 | $1.66M | 0.2% | -4.6% | 0.060% | |
7/28/2025 | JGP Wealth Management LLC | 3,497 | $339K | 0.0% | +18.6% | 0.012% | |
7/28/2025 | RFG Advisory LLC | 38,839 | $3.76M | 0.1% | -2.7% | 0.136% | |
7/25/2025 | Atria Wealth Solutions Inc. | 30,594 | $2.97M | 0.1% | -0.7% | 0.107% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 7,392 | $716K | 0.0% | +174.8% | 0.026% | |
7/25/2025 | Courage Miller Partners LLC | 5,732 | $555K | 0.2% | -2.9% | 0.020% | |
7/25/2025 | GW Henssler & Associates Ltd. | 7,709 | $747K | 0.0% | +58.0% | 0.027% | |
7/25/2025 | CWM LLC | 67,532 | $6.54M | 0.0% | -1.4% | 0.237% | |
7/25/2025 | Johnson Investment Counsel Inc. | 53,594 | $5.19M | 0.0% | -1.3% | 0.188% | |
7/24/2025 | McKinley Carter Wealth Services Inc. | 461,073 | $44.68M | 2.5% | +0.4% | 1.615% | |
7/24/2025 | Mainstay Capital Management LLC ADV | 6,770 | $656K | 0.0% | +100.0% | 0.024% | |
7/24/2025 | Capital Advisors Ltd. LLC | 17,579 | $1.70M | 0.2% | +1.3% | 0.062% | |
7/24/2025 | Edge Financial Advisors LLC | 2,968 | $284K | 0.1% | N/A | 0.010% | |
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7/23/2025 | Prime Capital Investment Advisors LLC | 114,106 | $11.06M | 0.1% | -29.0% | 0.400% | |
7/22/2025 | Valpey Financial Services LLC | 4,583 | $444K | 0.3% | N/A | 0.016% | |
7/22/2025 | Merit Financial Group LLC | 55,144 | $5.34M | 0.1% | -1.5% | 0.193% | |
7/22/2025 | Marietta Wealth Management LLC | 71,718 | $6.95M | 0.9% | +0.8% | 0.251% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 7,074 | $685K | 0.0% | N/A | 0.025% | |
7/22/2025 | BridgePort Financial Solutions LLC | 2,468 | $239K | 0.1% | N/A | 0.009% | |
7/22/2025 | Accel Wealth Management | 5,197 | $504K | 0.2% | -2.3% | 0.018% | |
7/21/2025 | Ameritas Advisory Services LLC | 12,417 | $1.20M | 0.1% | -8.2% | 0.043% | |
7/21/2025 | Triad Wealth Partners LLC | 10,835 | $1.05M | 0.2% | N/A | 0.038% | |
7/18/2025 | B.O.S.S. Retirement Advisors LLC | 5,846 | $566K | 0.1% | N/A | 0.020% | |