10/20/2025 | Pinnacle Wealth Management Advisory Group LLC | 3,506 | $206K | 0.0% | N/A | 0.007% | |
10/20/2025 | Quest 10 Wealth Builders Inc. | 32,536 | $1.91M | 1.8% | -3.0% | 0.068% | |
10/20/2025 | Shira Ridge Wealth Management | 6,638 | $390K | 0.2% | -33.6% | 0.014% | |
10/20/2025 | Merit Financial Group LLC | 6,523 | $383K | 0.0% | -9.7% | 0.014% | |
10/20/2025 | Sax Wealth Advisors LLC | 6,505 | $382K | 0.0% | -2.9% | 0.014% | |
10/20/2025 | Smith Salley Wealth Management | 3,510 | $206K | 0.0% | N/A | 0.007% | |
10/17/2025 | Perigon Wealth Management LLC | 9,627 | $565K | 0.0% | -84.1% | 0.020% | |
10/17/2025 | Sowell Financial Services LLC | 12,568 | $738K | 0.0% | +3.6% | 0.026% | |
10/17/2025 | Apollon Wealth Management LLC | 5,386 | $316K | 0.0% | -3.2% | 0.011% | |
10/16/2025 | Sharper & Granite LLC | 4,875 | $286K | 0.1% | -14.2% | 0.010% | |
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10/15/2025 | Whitener Capital Management Inc. | 3,884 | $228K | 0.1% | N/A | 0.008% | |
10/15/2025 | Patriot Investment Management Group Inc. | 9,402 | $552K | 0.0% | -2.7% | 0.020% | |
10/15/2025 | Tritonpoint Wealth LLC | 14,045 | $825K | 0.1% | +2.3% | 0.029% | |
10/15/2025 | DAVENPORT & Co LLC | 25,482 | $1.50M | 0.0% | -1.6% | 0.053% | |
10/14/2025 | Key Client Fiduciary Advisors LLC | 5,194 | $305K | 0.1% | -10.5% | 0.011% | |
10/14/2025 | Farther Finance Advisors LLC | 12,289 | $722K | 0.0% | +446.4% | 0.026% | |
10/14/2025 | BigSur Wealth Management LLC | 2,000 | $117K | 0.0% | -50.0% | 0.004% | |
10/10/2025 | Fifth Third Securities Inc. | 23,050 | $1.35M | 0.1% | +26.8% | 0.048% | |
10/10/2025 | Flputnam Investment Management Co. | 3,719 | $218K | 0.0% | -17.5% | 0.008% | |
10/10/2025 | Focus Financial Network Inc. | 5,854 | $344K | 0.0% | -4.5% | 0.012% | |
10/9/2025 | Bartlett & CO. Wealth Management LLC | 14,999 | $881K | 0.0% | -4.0% | 0.031% | |
10/9/2025 | AdvisorNet Financial Inc | 1,479 | $87K | 0.0% | -49.9% | 0.003% | |
10/9/2025 | Sowa Financial Group Inc. | 68,476 | $4.02M | 2.3% | -2.5% | 0.143% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 19,957 | $1.17M | 0.0% | +1.4% | 0.042% | |
10/9/2025 | Stillwater Capital Advisors LLC | 81,669 | $4.80M | 0.5% | -0.9% | 0.170% | |
10/9/2025 | Central Valley Advisors LLC | 10,143 | $596K | 0.2% | +11.3% | 0.021% | |
10/8/2025 | Ignite Planners LLC | 5,785 | $340K | 0.1% | -2.9% | 0.012% | |
10/7/2025 | Acropolis Investment Management LLC | 9,345 | $528K | 0.0% | +5.7% | 0.020% | |
10/7/2025 | Salem Investment Counselors Inc. | 1,750 | $103K | 0.0% | -12.5% | 0.004% | |
10/7/2025 | Nova Wealth Management Inc. | 641 | $38K | 0.0% | -33.6% | 0.001% | |
10/3/2025 | First Citizens Financial Corp | 96,390 | $5.66M | 2.8% | -0.4% | 0.201% | |
10/3/2025 | Dentgroup LLC | 18,951 | $1.11M | 0.7% | -6.8% | 0.040% | |
9/26/2025 | Corient Private Wealth LLC | 40,180 | $2.27M | 0.0% | +263.0% | 0.081% | |
9/25/2025 | CacheTech Inc. | 51,914 | $2.93M | 0.5% | -59.8% | 0.104% | |
9/22/2025 | Caldwell Trust Co | 2,720 | $154K | 0.0% | N/A | 0.005% | |
9/11/2025 | Milestones Private Investment Advisors LLC | 5,115 | $289K | 0.2% | N/A | 0.010% | |
9/9/2025 | NWF Advisory Services Inc. | 29,864 | $1.69M | 0.2% | +4.3% | 0.060% | |
9/4/2025 | Osaic Holdings Inc. | 421,350 | $23.81M | 0.0% | +12.6% | 0.847% | |
8/26/2025 | Thrivent Financial for Lutherans | 49,980 | $2.82M | 0.0% | -62.8% | 0.100% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 4,674 | $264K | 0.0% | N/A | 0.009% | |
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8/19/2025 | Newbridge Financial Services Group Inc. | 1,000 | $56K | 0.0% | N/A | 0.002% | |
8/19/2025 | Advisory Services Network LLC | 16,620 | $912K | 0.0% | -77.8% | 0.033% | |
8/18/2025 | Geneos Wealth Management Inc. | 12,559 | $709K | 0.0% | +69.9% | 0.025% | |
8/18/2025 | Front Row Advisors LLC | 2,458 | $139K | 0.0% | -19.9% | 0.005% | |
8/16/2025 | Headlands Technologies LLC | 1,291 | $73K | 0.0% | -14.9% | 0.003% | |
8/15/2025 | Tower Research Capital LLC TRC | 10,716 | $605K | 0.0% | -71.0% | 0.022% | |
8/15/2025 | Corient Private Wealth LLC | 40,180 | $2.27M | 0.0% | +263.0% | 0.081% | |
8/15/2025 | Equitable Holdings Inc. | 74,817 | $4.23M | 0.0% | +24.5% | 0.150% | |
8/15/2025 | Captrust Financial Advisors | 24,519 | $1.39M | 0.0% | -5.9% | 0.049% | |
8/15/2025 | Redwood Financial Network Corp | 5,106 | $288K | 0.2% | +5.2% | 0.010% | |
8/15/2025 | MML Investors Services LLC | 63,020 | $3.56M | 0.0% | -18.4% | 0.127% | |
8/15/2025 | IHT Wealth Management LLC | 10,189 | $575K | 0.0% | +145.0% | 0.020% | |
8/15/2025 | Great Valley Advisor Group Inc. | 15,954 | $901K | 0.0% | -7.7% | 0.032% | |
8/15/2025 | EP Wealth Advisors LLC | 9,384 | $530K | 0.0% | +7.4% | 0.019% | |
8/15/2025 | BNP Paribas Financial Markets | 1,191 | $67K | 0.0% | -97.8% | 0.002% | |
8/15/2025 | BTG Pactual Asset Management US LLC | 2,475 | $140K | 0.0% | N/A | 0.005% | |
8/15/2025 | Bank of America Corp DE | 1,676,110 | $94.67M | 0.0% | -2.2% | 3.369% | |
8/15/2025 | Ameriprise Financial Inc. | 356,391 | $20.13M | 0.0% | +15.6% | 0.716% | |
8/14/2025 | Jane Street Group LLC | 5,851 | $330K | 0.0% | -31.5% | 0.012% | |
8/14/2025 | Raymond James Financial Inc. | 698,391 | $39.45M | 0.0% | -7.9% | 1.404% | |
8/14/2025 | Quantinno Capital Management LP | 12,556 | $709K | 0.0% | -16.9% | 0.025% | |
8/14/2025 | Pingora Partners LLC | 4,920 | $278K | 0.2% | +189.4% | 0.010% | |
8/14/2025 | Peapack Gladstone Financial Corp | 124,531 | $7.03M | 0.1% | -1.3% | 0.250% | |
8/14/2025 | Vivaldi Capital Management LP | 13,762 | $777K | 0.1% | -48.0% | 0.028% | |
8/14/2025 | Glenview Trust co | 21,509 | $1.22M | 0.0% | -36.4% | 0.043% | |
8/14/2025 | NewEdge Advisors LLC | 19,522 | $1.10M | 0.0% | -18.2% | 0.039% | |
8/14/2025 | Qube Research & Technologies Ltd | 26,013 | $1.47M | 0.0% | +311.6% | 0.052% | |
8/14/2025 | Cary Street Partners Financial LLC | 7,887 | $445K | 0.0% | +24.8% | 0.016% | |
8/14/2025 | Cerity Partners LLC | 17,500 | $988K | 0.0% | +5.5% | 0.035% | |
8/13/2025 | PGIM Custom Harvest LLC | 675,718 | $38.17M | 0.8% | -29.4% | 1.358% | |
8/13/2025 | StoneX Group Inc. | 4,638 | $262K | 0.0% | N/A | 0.009% | |
8/13/2025 | Cresset Asset Management LLC | 10,633 | $601K | 0.0% | -9.0% | 0.021% | |
8/13/2025 | Royal Fund Management LLC | 21,445 | $1.21M | 0.1% | -16.8% | 0.043% | |
8/13/2025 | Baird Financial Group Inc. | 20,387 | $1.15M | 0.0% | -17.3% | 0.041% | |
8/13/2025 | EverSource Wealth Advisors LLC | 748 | $42K | 0.0% | -44.0% | 0.002% | |
8/13/2025 | CW Advisors LLC | 45,116 | $2.55M | 0.0% | +25.6% | 0.091% | |
8/13/2025 | WCG Wealth Advisors LLC | 14,855 | $839K | 0.1% | +2.9% | 0.030% | |
8/13/2025 | M&T Bank Corp | 4,627 | $261K | 0.0% | -8.3% | 0.009% | |
8/13/2025 | Smith Moore & CO. | 14,830 | $838K | 0.1% | +4.5% | 0.030% | |
8/13/2025 | VestGen Advisors LLC | 86,658 | $4.85M | 0.2% | -13.5% | 0.174% | |
8/13/2025 | Lido Advisors LLC | 29,449 | $1.66M | 0.0% | -7.5% | 0.059% | |
8/13/2025 | Scotia Capital Inc. | 19,618 | $1.11M | 0.0% | +2.7% | 0.039% | |
8/13/2025 | Hsbc Holdings PLC | 124,250 | $7.02M | 0.0% | +488.3% | 0.250% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,129,283 | $63.78M | 0.0% | -22.7% | 2.270% | |
8/13/2025 | Choreo LLC | 16,168 | $913K | 0.0% | -16.9% | 0.032% | |
8/12/2025 | J.W. Cole Advisors Inc. | 39,374 | $2.22M | 0.0% | +247.6% | 0.079% | |
8/12/2025 | Laurel Wealth Advisors LLC | 1,947,096 | $109.97M | 0.1% | +6,342.2% | 3.914% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 117,733 | $6.65M | 0.1% | +51.1% | 0.237% | |
8/12/2025 | Insigneo Advisory Services LLC | 4,451 | $251K | 0.0% | +35.0% | 0.009% | |
8/12/2025 | CreativeOne Wealth LLC | 5,738 | $324K | 0.0% | -29.9% | 0.012% | |
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8/12/2025 | Pettyjohn Wood & White Inc. | 75,075 | $4.24M | 0.8% | -0.8% | 0.151% | |
8/12/2025 | Franklin Resources Inc. | 1,675 | $95K | 0.0% | -72.7% | 0.003% | |
8/12/2025 | JPMorgan Chase & Co. | 116,155 | $6.56M | 0.0% | -29.4% | 0.233% | |
8/12/2025 | Bank Julius Baer & Co. Ltd Zurich | 3,144 | $178K | 0.0% | -10.0% | 0.006% | |
8/12/2025 | Winnow Wealth LLC | 1,940 | $110K | 0.1% | N/A | 0.004% | |
8/12/2025 | Weaver Consulting Group | 7,110 | $402K | 0.1% | -12.3% | 0.014% | |
8/11/2025 | TD Waterhouse Canada Inc. | 23,610 | $1.35M | 0.0% | -3.1% | 0.049% | |
8/11/2025 | Heritage Wealth Advisors | 11,674 | $659K | 0.0% | +13.3% | 0.024% | |
8/11/2025 | Wealthspire Advisors LLC | 8,420 | $476K | 0.0% | +3.2% | 0.018% | |
8/11/2025 | Lighthouse Financial LLC | 55,224 | $3.12M | 2.4% | +1.4% | 0.115% | |