8/29/2025 | Evolution Wealth Management Inc. | 1,000 | $61K | 0.1% | N/A | 0.001% | |
8/27/2025 | Orion Porfolio Solutions LLC | 6,253 | $382K | 0.0% | N/A | 0.009% | |
8/26/2025 | Thrivent Financial for Lutherans | 31,104 | $1.90M | 0.0% | -95.1% | 0.046% | |
8/19/2025 | Advisory Services Network LLC | 7,433 | $463K | 0.0% | N/A | 0.011% | |
8/15/2025 | Tower Research Capital LLC TRC | 12,233 | $748K | 0.0% | -8.8% | 0.018% | |
8/15/2025 | Equitable Holdings Inc. | 47,123 | $2.88M | 0.0% | -2.4% | 0.070% | |
8/15/2025 | Captrust Financial Advisors | 94,785 | $5.79M | 0.0% | -3.9% | 0.141% | |
8/15/2025 | Visionary Wealth Advisors | 8,770 | $536K | 0.0% | +31.7% | 0.013% | |
8/15/2025 | Orion Porfolio Solutions LLC | 6,253 | $382K | 0.0% | N/A | 0.009% | |
8/15/2025 | Great Valley Advisor Group Inc. | 103,461 | $6.33M | 0.1% | -5.6% | 0.154% | |
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8/15/2025 | Benjamin Edwards Inc. | 18,800 | $1.15M | 0.0% | +11.9% | 0.028% | |
8/15/2025 | Bank of America Corp DE | 938,551 | $57.37M | 0.0% | +2.7% | 1.398% | |
8/15/2025 | Ameriprise Financial Inc. | 4,577,600 | $279.91M | 0.1% | -3.3% | 6.817% | |
8/14/2025 | Graney & King LLC | 65,944 | $4.03M | 2.7% | +9.4% | 0.098% | |
8/14/2025 | Raymond James Financial Inc. | 2,768,787 | $169.26M | 0.1% | +22.0% | 4.123% | |
8/14/2025 | Keystone Financial Services LLC | 43,635 | $2.67M | 2.0% | -2.7% | 0.065% | |
8/14/2025 | Betterment LLC | 22,036 | $1.35M | 0.0% | +1.0% | 0.033% | |
8/14/2025 | The Manufacturers Life Insurance Company | 3,163,181 | $193.37M | 0.2% | -4.6% | 4.711% | |
8/14/2025 | NewEdge Advisors LLC | 136,398 | $8.34M | 0.0% | +99.7% | 0.203% | |
8/14/2025 | Marshall Investment Management LLC | 11,073 | $677K | 3.2% | +282.5% | 0.016% | |
8/14/2025 | Goodwin Investment Advisory | 7,154 | $437K | 0.5% | N/A | 0.011% | |
8/14/2025 | Cerity Partners LLC | 155,503 | $9.51M | 0.0% | +2,155.3% | 0.232% | |
8/13/2025 | CW Advisors LLC | 15,971 | $976K | 0.0% | +113.6% | 0.024% | |
8/13/2025 | IAG Wealth Partners LLC | 48,648 | $2.97M | 0.4% | -31.4% | 0.072% | |
8/13/2025 | Beacon Pointe Advisors LLC | 13,067 | $799K | 0.0% | +31.7% | 0.019% | |
8/13/2025 | Smith Moore & CO. | 16,606 | $1.02M | 0.1% | +2.2% | 0.025% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,657,127 | $101.30M | 0.1% | +0.5% | 2.468% | |
8/12/2025 | FreeGulliver LLC | 19,751 | $1.21M | 0.6% | -11.8% | 0.029% | |
8/12/2025 | Global Retirement Partners LLC | 39,486 | $2.41M | 0.1% | N/A | 0.059% | |
8/12/2025 | Waterloo Capital L.P. | 18,067 | $1.10M | 0.1% | -24.5% | 0.027% | |
8/12/2025 | Private Management Group Inc. | 3,404 | $208K | 0.0% | N/A | 0.005% | |
8/12/2025 | JPMorgan Chase & Co. | 52,814 | $3.23M | 0.0% | +16.9% | 0.079% | |
8/12/2025 | Garrett Wealth Advisory Group LLC | 518,173 | $31.68M | 6.7% | +6.0% | 0.772% | |
8/8/2025 | Rockefeller Capital Management L.P. | 114,665 | $7.01M | 0.0% | -4.6% | 0.170% | |
8/8/2025 | Kingsview Wealth Management LLC | 45,175 | $2.76M | 0.0% | +35.5% | 0.067% | |
8/8/2025 | Adapt Wealth Advisors LLC | 8,893 | $544K | 0.2% | -4.0% | 0.013% | |
8/8/2025 | Avantax Advisory Services Inc. | 579,175 | $35.41M | 0.2% | -2.1% | 0.861% | |
8/8/2025 | Cetera Investment Advisers | 562,332 | $34.38M | 0.1% | -4.0% | 0.836% | |
8/8/2025 | Creative Planning | 4,142 | $253K | 0.0% | -30.5% | 0.006% | |
8/8/2025 | Independence Financial Advisors LLC | 7,960 | $487K | 0.2% | -2.1% | 0.012% | |
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8/8/2025 | Good Life Advisors LLC | 35,267 | $2.16M | 0.1% | -25.2% | 0.052% | |
8/7/2025 | PFG Advisors | 82,217 | $5.03M | 0.2% | +10.9% | 0.122% | |
8/6/2025 | Prospera Financial Services Inc | 4,442 | $272K | 0.0% | +17.5% | 0.007% | |
8/6/2025 | AE Wealth Management LLC | 3,109 | $190K | 0.0% | N/A | 0.005% | |
8/6/2025 | Wedbush Securities Inc. | 3,580 | $219K | 0.0% | N/A | 0.005% | |
8/6/2025 | Commonwealth Equity Services LLC | 1,806,550 | $110.43M | 0.1% | -3.0% | 2.685% | |
8/6/2025 | Horan Securities Inc. | 10,619 | $649K | 0.2% | +22.8% | 0.016% | |
8/5/2025 | GPS Wealth Strategies Group LLC | 660 | $40K | 0.0% | -55.4% | 0.001% | |
8/5/2025 | TME Financial Inc. | 29,572 | $1.81M | 1.5% | -71.7% | 0.044% | |
8/5/2025 | Atlas Wealth LLC | 59,467 | $3.67M | 1.3% | -9.3% | 0.088% | |
8/5/2025 | EPG Wealth Management LLC | 8,676 | $530K | 0.2% | -12.3% | 0.013% | |
8/5/2025 | Gilbert & Cook Inc. | 927,280 | $56.69M | 7.7% | +7.9% | 1.378% | |
8/5/2025 | Strategic Financial Concepts LLC | 20,165 | $1.23M | 0.2% | +1.6% | 0.030% | |
8/5/2025 | Frederick Financial Consultants LLC | 54,862 | $3.35M | 2.1% | +7.0% | 0.082% | |
8/4/2025 | Linscomb Wealth Inc. | 70,001 | $4.28M | 0.2% | +4.3% | 0.104% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 32,582 | $1.99M | 0.1% | +1.2% | 0.048% | |
8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 16,179 | $989K | 0.1% | +7.5% | 0.024% | |
8/4/2025 | Amplius Wealth Advisors LLC | 628,519 | $38.42M | 3.6% | +1.9% | 0.934% | |
8/4/2025 | Assetmark Inc. | 7,697 | $471K | 0.0% | -5.6% | 0.011% | |
8/4/2025 | Arkadios Wealth Advisors | 48,786 | $2.98M | 0.1% | +4.2% | 0.073% | |
8/1/2025 | Bessemer Group Inc. | 5,354 | $327K | 0.0% | N/A | 0.008% | |
8/1/2025 | Envestnet Asset Management Inc. | 344,941 | $21.09M | 0.0% | -44.3% | 0.513% | |
8/1/2025 | Chilton Capital Management LLC | 125,118 | $7.65M | 0.3% | -5.0% | 0.186% | |
7/31/2025 | Hixon Zuercher LLC | 134,085 | $8.20M | 2.6% | +9.3% | 0.199% | |
7/31/2025 | Interchange Capital Partners LLC | 34,617 | $2.12M | 0.5% | +16.1% | 0.051% | |
7/31/2025 | Moloney Securities Asset Management LLC | 37,833 | $2.31M | 0.3% | +32.2% | 0.056% | |
7/30/2025 | KPP Advisory Services LLC | 266,086 | $16.27M | 2.7% | +10.9% | 0.396% | |
7/30/2025 | Freedom Investment Management Inc. | 56,994 | $3.48M | 0.3% | -5.7% | 0.085% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 38,533 | $2.36M | 0.3% | -18.4% | 0.057% | |
7/30/2025 | D.A. Davidson & CO. | 32,850 | $2.01M | 0.0% | -3.7% | 0.049% | |
7/29/2025 | Liberty Square Wealth Partners LLC | 18,013 | $1.10M | 0.4% | -3.3% | 0.027% | |
7/29/2025 | Chicago Partners Investment Group LLC | 60,643 | $3.82M | 0.1% | +10.2% | 0.090% | |
7/29/2025 | International Assets Investment Management LLC | 33,923 | $2.07M | 0.1% | -9.4% | 0.050% | |
7/29/2025 | Stratos Wealth Partners LTD. | 225,739 | $13.80M | 0.2% | +2.2% | 0.336% | |
7/29/2025 | TFC Financial Management Inc. | 1,182 | $72K | 0.0% | N/A | 0.002% | |
7/29/2025 | Harbor Asset Planning Inc. | 10,064 | $615K | 0.6% | N/A | 0.015% | |
7/28/2025 | Interchange Capital Partners LLC | 2,638 | $161K | 0.2% | -91.2% | 0.004% | |
7/28/2025 | DORVAL Corp | 38,596 | $2.36M | 0.8% | +4.1% | 0.057% | |
7/28/2025 | Harbour Investments Inc. | 2,331 | $142K | 0.0% | -21.2% | 0.003% | |
7/25/2025 | Priebe Wealth Holdings LLC | 3,353 | $205K | 0.2% | N/A | 0.005% | |
7/25/2025 | Atria Wealth Solutions Inc. | 87,275 | $5.43M | 0.1% | +33.6% | 0.130% | |
7/25/2025 | MGO One Seven LLC | 22,454 | $1.37M | 0.0% | -48.1% | 0.033% | |
7/25/2025 | Concurrent Investment Advisors LLC | 33,690 | $2.06M | 0.0% | +30.0% | 0.050% | |
7/24/2025 | IFP Advisors Inc | 739 | $45K | 0.0% | +46.3% | 0.001% | |
7/23/2025 | SpringVest Wealth Management LLC | 21,379 | $1.31M | 1.1% | -15.9% | 0.032% | |
7/23/2025 | Valmark Advisers Inc. | 38,474 | $2.35M | 0.0% | +2.2% | 0.057% | |
7/23/2025 | KPP Advisory Services LLC | 266,086 | $16.27M | 4.1% | +10.9% | 0.395% | |
7/22/2025 | D.B. Root & Company LLC | 21,079 | $1.29M | 0.4% | -15.1% | 0.031% | |
7/22/2025 | DAVENPORT & Co LLC | 42,577 | $2.60M | 0.0% | +16.2% | 0.063% | |
7/22/2025 | Grimes & Company Inc. | 78,057 | $4.77M | 0.1% | -0.3% | 0.116% | |
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7/22/2025 | Simplicity Wealth LLC | 69,144 | $4.23M | 0.2% | +289.7% | 0.103% | |
7/21/2025 | Ameriflex Group Inc. | 1,057 | $64K | 0.0% | -53.6% | 0.002% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 88,637 | $5.42M | 0.6% | -6.5% | 0.132% | |
7/18/2025 | Parsons Capital Management Inc. RI | 32,150 | $1.97M | 0.1% | -1.6% | 0.048% | |
7/18/2025 | Foundry Financial Group Inc. | 5,451 | $333K | 0.2% | -94.2% | 0.008% | |
7/18/2025 | Newman Dignan & Sheerar Inc. | 98,932 | $6.05M | 1.4% | N/A | 0.147% | |
7/18/2025 | Wetzel Investment Advisors Inc. | 41,995 | $2.57M | 1.2% | N/A | 0.062% | |
7/18/2025 | Cooper Financial Group | 32,247 | $1.97M | 0.2% | -3.0% | 0.048% | |
7/18/2025 | Truist Financial Corp | 48,117 | $2.94M | 0.0% | -85.9% | 0.071% | |
7/17/2025 | Elwood & Goetz Wealth Advisory Group LLC | 4,745 | $290K | 0.1% | N/A | 0.007% | |