8/19/2025 | Newbridge Financial Services Group Inc. | 57,610 | $6.21M | 1.0% | +7.7% | 0.094% | |
8/19/2025 | Cape Investment Advisory Inc. | 3,867 | $417K | 0.2% | +5.3% | 0.006% | |
8/18/2025 | Geneos Wealth Management Inc. | 10,775 | $1.16M | 0.0% | +60.1% | 0.018% | |
8/18/2025 | Hershey Financial Advisers LLC | 4,245 | $458K | 0.4% | N/A | 0.007% | |
8/15/2025 | Asset Allocation Strategies LLC | 136,777 | $14.75M | 2.8% | +8.2% | 0.223% | |
8/15/2025 | Corient Private Wealth LLC | 8,349 | $901K | 0.0% | -49.9% | 0.014% | |
8/15/2025 | Equitable Holdings Inc. | 117,856 | $12.71M | 0.1% | -8.6% | 0.193% | |
8/15/2025 | Visionary Wealth Advisors | 21,389 | $2.31M | 0.1% | +8.8% | 0.035% | |
8/15/2025 | Orion Porfolio Solutions LLC | 3,299 | $356K | 0.0% | -15.8% | 0.005% | |
8/15/2025 | MML Investors Services LLC | 243,804 | $26.29M | 0.1% | -12.6% | 0.398% | |
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8/15/2025 | Bank of America Corp DE | 833,249 | $89.83M | 0.0% | +1.7% | 1.362% | |
8/15/2025 | Ameriprise Financial Inc. | 275,466 | $29.70M | 0.0% | -39.5% | 0.450% | |
8/14/2025 | Connecticut Wealth Management LLC | 34,538 | $3.72M | 0.2% | -0.4% | 0.056% | |
8/14/2025 | Raymond James Financial Inc. | 652,089 | $70.30M | 0.0% | +1.3% | 1.066% | |
8/14/2025 | LWM Advisory Services LLC | 22,030 | $2.38M | 1.6% | -15.4% | 0.036% | |
8/14/2025 | HUB Investment Partners LLC | 2,464 | $266K | 0.0% | N/A | 0.004% | |
8/14/2025 | Ieq Capital LLC | 26,826 | $2.89M | 0.0% | -1.9% | 0.044% | |
8/14/2025 | NewEdge Advisors LLC | 5,517 | $595K | 0.0% | -16.2% | 0.009% | |
8/14/2025 | Qube Research & Technologies Ltd | 9,196 | $991K | 0.0% | N/A | 0.015% | |
8/14/2025 | Bank of Nova Scotia | 2,000 | $216K | 0.0% | N/A | 0.003% | |
8/14/2025 | BlackDiamond Wealth Management LLC | 3,388 | $364K | 0.2% | +41.0% | 0.006% | |
8/14/2025 | Cerity Partners LLC | 17,398 | $1.88M | 0.0% | -2.2% | 0.028% | |
8/13/2025 | Per Stirling Capital Management LLC. | 3,350 | $361K | 0.0% | -8.2% | 0.005% | |
8/13/2025 | Marshall Wace LLP | 18,575 | $2.00M | 0.0% | N/A | 0.030% | |
8/13/2025 | Baird Financial Group Inc. | 19,536 | $2.11M | 0.0% | -45.7% | 0.032% | |
8/13/2025 | Financial Freedom LLC | 6,052 | $652K | 0.4% | +31.4% | 0.010% | |
8/13/2025 | Schroder Investment Management Group | 67,016 | $7.21M | 0.0% | -0.8% | 0.110% | |
8/13/2025 | Scotia Capital Inc. | 158,151 | $17.05M | 0.1% | +0.5% | 0.258% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 2,902,886 | $312.96M | 0.2% | -1.8% | 4.743% | |
8/13/2025 | Choreo LLC | 3,605 | $389K | 0.0% | N/A | 0.006% | |
8/12/2025 | J.W. Cole Advisors Inc. | 3,476 | $375K | 0.0% | -3.4% | 0.006% | |
8/12/2025 | Laurel Wealth Advisors LLC | 4,510 | $486K | 0.0% | +10,638.1% | 0.007% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 19,035 | $2.05M | 0.0% | +1.7% | 0.031% | |
8/12/2025 | Kaye Capital Management | 177,302 | $19.12M | 7.4% | -1.3% | 0.290% | |
8/12/2025 | Ameritas Investment Partners Inc. | 552 | $59K | 0.0% | +120.8% | 0.001% | |
8/12/2025 | Global Retirement Partners LLC | 19,435 | $2.10M | 0.1% | N/A | 0.032% | |
8/12/2025 | Walled Lake Planning & Wealth Management LLC | 6,863 | $740K | 0.2% | -13.1% | 0.011% | |
8/12/2025 | Cozad Asset Management Inc. | 3,160 | $341K | 0.0% | N/A | 0.005% | |
8/12/2025 | JPMorgan Chase & Co. | 39,066 | $4.21M | 0.0% | -0.7% | 0.064% | |
8/12/2025 | Weaver Consulting Group | 4,916 | $530K | 0.1% | -7.1% | 0.008% | |
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8/11/2025 | TD Waterhouse Canada Inc. | 21,385 | $2.30M | 0.0% | +1.3% | 0.035% | |
8/11/2025 | Greykasell Wealth Strategies Inc. | 93,779 | $10.11M | 4.8% | +2.9% | 0.153% | |
8/8/2025 | Rockefeller Capital Management L.P. | 23,258 | $2.51M | 0.0% | +2.0% | 0.038% | |
8/8/2025 | Kingsview Wealth Management LLC | 9,988 | $1.08M | 0.0% | +2.0% | 0.016% | |
8/8/2025 | Avantax Advisory Services Inc. | 362,722 | $39.11M | 0.2% | -5.3% | 0.593% | |
8/8/2025 | Thoroughbred Financial Services LLC | 106,283 | $11.46M | 0.8% | -12.0% | 0.174% | |
8/8/2025 | Cetera Investment Advisers | 117,329 | $12.65M | 0.0% | -4.3% | 0.192% | |
8/8/2025 | Creative Planning | 13,330 | $1.44M | 0.0% | +7.9% | 0.022% | |
8/8/2025 | Meridian Wealth Management LLC | 38,565 | $4.16M | 0.2% | -34.1% | 0.063% | |
8/8/2025 | Kane Investment Management Inc. | 14,926 | $1.61M | 0.8% | -3.7% | 0.024% | |
8/8/2025 | Donoghue Forlines LLC | 21,940 | $2.37M | 0.7% | N/A | 0.036% | |
8/8/2025 | Hudock Inc. | 102,854 | $11.09M | 1.8% | +31.9% | 0.168% | |
8/7/2025 | Fagan Associates Inc. | 41,132 | $4.43M | 0.7% | -1.9% | 0.067% | |
8/7/2025 | Montag A & Associates Inc. | 4,400 | $474K | 0.0% | -29.7% | 0.007% | |
8/7/2025 | Americana Partners LLC | 1,932 | $208K | 0.0% | N/A | 0.003% | |
8/7/2025 | Rathbones Group PLC | 24,225 | $2.61M | 0.0% | +3.2% | 0.040% | |
8/6/2025 | Marco Investment Management LLC | 2,000 | $216K | 0.0% | N/A | 0.003% | |
8/6/2025 | OneAscent Wealth Management LLC | 3,024 | $326K | 0.1% | -43.7% | 0.005% | |
8/6/2025 | Mascagni Wealth Management Inc. | 3,904 | $421K | 0.4% | -42.0% | 0.006% | |
8/6/2025 | Flagship Private Wealth LLC | 117,530 | $12.67M | 5.4% | -1.0% | 0.192% | |
8/6/2025 | Golden State Wealth Management LLC | 11,059 | $1.19M | 0.1% | N/A | 0.018% | |
8/6/2025 | Three Cord True Wealth Management LLC | 8,037 | $866K | 0.6% | -93.4% | 0.013% | |
8/6/2025 | First Horizon Advisors Inc. | 362 | $39K | 0.0% | N/A | 0.001% | |
8/5/2025 | Huntington National Bank | 2,688 | $290K | 0.0% | +6.3% | 0.004% | |
8/5/2025 | Transatlantique Private Wealth LLC | 14,460 | $1.56M | 0.6% | +6.2% | 0.024% | |
8/5/2025 | Bank of Montreal Can | 133,147 | $14.36M | 0.0% | +1.7% | 0.218% | |
8/5/2025 | Sigma Planning Corp | 103,230 | $11.13M | 0.3% | -6.2% | 0.169% | |
8/4/2025 | AlphaStar Capital Management LLC | 3,737 | $403K | 0.0% | N/A | 0.006% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 29,970 | $3.23M | 0.2% | -92.3% | 0.049% | |
8/4/2025 | Kovack Advisors Inc. | 2,000 | $216K | 0.0% | N/A | 0.003% | |
8/4/2025 | Amplius Wealth Advisors LLC | 1,116,281 | $120.34M | 11.2% | -3.3% | 1.824% | |
8/4/2025 | Atria Investments Inc | 6,774 | $730K | 0.0% | -82.8% | 0.011% | |
8/4/2025 | Assetmark Inc. | 49,314 | $5.32M | 0.0% | -3.4% | 0.081% | |
8/4/2025 | Arkadios Wealth Advisors | 6,520 | $703K | 0.0% | N/A | 0.011% | |
8/4/2025 | World Investment Advisors | 9,208 | $993K | 0.0% | -5.9% | 0.015% | |
8/4/2025 | Flagship Harbor Advisors LLC | 11,345 | $1.22M | 0.1% | +3.1% | 0.019% | |
8/1/2025 | Envestnet Asset Management Inc. | 387,294 | $41.75M | 0.0% | +11.7% | 0.633% | |
7/31/2025 | Strait & Sound Wealth Management LLC | 2,362 | $255K | 0.1% | -4.1% | 0.004% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 351 | $38K | 0.0% | -91.5% | 0.001% | |
7/31/2025 | Ground Swell Capital LLC | 5,496 | $593K | 0.9% | +9.3% | 0.009% | |
7/31/2025 | GLOBALT Investments LLC GA | 26,355 | $2.84M | 0.1% | -1.2% | 0.043% | |
7/31/2025 | 180 Wealth Advisors LLC | 43,120 | $4.65M | 0.6% | -2.2% | 0.070% | |
7/30/2025 | KPP Advisory Services LLC | 9,206 | $993K | 0.2% | -7.4% | 0.015% | |
7/30/2025 | Bleakley Financial Group LLC | 29,541 | $3.19M | 0.1% | +12.9% | 0.048% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 15,036 | $1.62M | 0.2% | +4.5% | 0.025% | |
7/30/2025 | Retirement Planning Group LLC | 14,173 | $1.53M | 0.1% | -1.4% | 0.023% | |
7/30/2025 | Alexis Investment Partners LLC | 84,221 | $9.06M | 3.9% | +2.6% | 0.138% | |
7/29/2025 | Stephens Inc. AR | 338,163 | $36.46M | 0.5% | +4.8% | 0.553% | |
7/29/2025 | Chicago Partners Investment Group LLC | 10,172 | $1.14M | 0.0% | -18.2% | 0.017% | |
7/29/2025 | Ifrah Financial Services Inc. | 6,356 | $685K | 0.2% | -29.7% | 0.010% | |
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7/29/2025 | Curbstone Financial Management Corp | 18,880 | $2.04M | 0.4% | -4.1% | 0.031% | |
7/29/2025 | Private Trust Co. NA | 357 | $38K | 0.0% | -43.9% | 0.001% | |
7/28/2025 | Rosenberg Matthew Hamilton | 704 | $76K | 0.0% | N/A | 0.001% | |
7/28/2025 | Harbour Investments Inc. | 22,807 | $2.46M | 0.1% | -5.8% | 0.037% | |
7/28/2025 | Sagespring Wealth Partners LLC | 14,444 | $1.56M | 0.0% | -9.7% | 0.024% | |
7/28/2025 | RFG Advisory LLC | 8,115 | $875K | 0.0% | +1.2% | 0.013% | |
7/25/2025 | Atria Wealth Solutions Inc. | 29,022 | $3.13M | 0.1% | +12.2% | 0.047% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 11,567 | $1.25M | 0.0% | +10.4% | 0.019% | |
7/25/2025 | Concurrent Investment Advisors LLC | 5,001 | $539K | 0.0% | -6.9% | 0.008% | |
7/24/2025 | Fischer Investment Strategies LLC | 14,291 | $1.54M | 1.0% | +50.0% | 0.023% | |