10/15/2025 | CWM LLC | 43,158 | $3.95M | 0.0% | +22.4% | 0.163% | |
10/15/2025 | GEN Financial Management INC. | 20,090 | $1.84M | 1.6% | -4.5% | 0.076% | |
10/15/2025 | Marathon Mission Inc. | 78,252 | $7.17M | 4.3% | -0.4% | 0.296% | |
10/15/2025 | Brady Martz Wealth Solutions LLC | 8,604 | $788K | 0.1% | -2.0% | 0.033% | |
10/15/2025 | Atwood & Palmer Inc. | 533 | $49K | 0.0% | N/A | 0.002% | |
10/15/2025 | Private Trust Co. NA | 1,909 | $175K | 0.0% | -9.3% | 0.007% | |
10/15/2025 | MJT & Associates Financial Advisory Group Inc. | 316 | $29K | 0.0% | -27.0% | 0.001% | |
10/14/2025 | RTD Financial Advisors Inc. | 2,908 | $266K | 0.0% | -7.2% | 0.011% | |
10/14/2025 | Farther Finance Advisors LLC | 7,473 | $684K | 0.0% | -26.1% | 0.028% | |
10/14/2025 | Parcion Private Wealth LLC | 12,140 | $1.11M | 0.1% | -1.0% | 0.046% | |
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10/14/2025 | Juncture Wealth Strategies LLC | 2,459 | $225K | 0.1% | N/A | 0.009% | |
10/14/2025 | Confluence Investment Management LLC | 239,887 | $21.96M | 0.3% | +15.5% | 0.907% | |
10/14/2025 | Retirement Income Solutions Inc. | 2,240 | $205K | 0.0% | N/A | 0.008% | |
10/10/2025 | Foster Victor Wealth Advisors LLC | 9,009 | $829K | 0.1% | -2.9% | 0.034% | |
10/10/2025 | Cyndeo Wealth Partners LLC | 8,558 | $784K | 0.0% | +5.0% | 0.032% | |
10/10/2025 | Focus Financial Network Inc. | 7,604 | $696K | 0.0% | -2.2% | 0.029% | |
10/10/2025 | Signal Advisors Wealth LLC | 2,510 | $230K | 0.0% | -62.7% | 0.009% | |
10/9/2025 | Astoria Portfolio Advisors LLC. | 3,325 | $307K | 0.1% | N/A | 0.013% | |
10/9/2025 | Breakthru Advisory Services LLC | 2,410 | $221K | 0.1% | N/A | 0.009% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 27,043 | $2.48M | 0.1% | -12.4% | 0.102% | |
10/9/2025 | Waller Financial Planning Group Inc. | 51,797 | $4.74M | 1.1% | +1.9% | 0.196% | |
10/9/2025 | Redhawk Wealth Advisors Inc. | 35,743 | $3.27M | 0.4% | -15.8% | 0.135% | |
10/9/2025 | Embree Financial Group | 2,257 | $207K | 0.0% | -6.0% | 0.009% | |
10/8/2025 | KWB Wealth | 3,858 | $335K | 0.0% | -97.5% | 0.015% | |
10/8/2025 | Balefire LLC | 2,843 | $260K | 0.1% | N/A | 0.011% | |
10/6/2025 | Inspirion Wealth Advisors LLC | 7,637 | $670K | 0.1% | -13.6% | 0.029% | |
10/2/2025 | Investors Research Corp | 28,823 | $2.64M | 0.5% | -2.1% | 0.109% | |
9/26/2025 | Corient Private Wealth LLC | 148,326 | $12.89M | 0.0% | +2.3% | 0.562% | |
9/12/2025 | Valeo Financial Advisors LLC | 2,399 | $208K | 0.0% | N/A | 0.009% | |
9/4/2025 | Osaic Holdings Inc. | 113,174 | $9.75M | 0.0% | +14.2% | 0.429% | |
8/27/2025 | Orion Porfolio Solutions LLC | 11,339 | $985K | 0.0% | -21.3% | 0.043% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 2,705 | $235K | 0.0% | N/A | 0.010% | |
8/18/2025 | Geneos Wealth Management Inc. | 28,071 | $2.44M | 0.1% | +2.6% | 0.106% | |
8/15/2025 | Corient Private Wealth LLC | 296,652 | $25.77M | 0.0% | +104.5% | 1.124% | |
8/15/2025 | Equitable Holdings Inc. | 41,547 | $3.61M | 0.0% | +13.9% | 0.157% | |
8/15/2025 | Florida Financial Advisors LLC | 17,561 | $1.55M | 0.5% | -19.3% | 0.067% | |
8/15/2025 | Captrust Financial Advisors | 18,434 | $1.60M | 0.0% | -6.4% | 0.070% | |
8/15/2025 | Visionary Wealth Advisors | 16,022 | $1.39M | 0.1% | -51.1% | 0.061% | |
8/15/2025 | Smartleaf Asset Management LLC | 1,675 | $145K | 0.0% | +279.8% | 0.006% | |
8/15/2025 | Snowden Capital Advisors LLC | 15,578 | $1.35M | 0.0% | -1.6% | 0.059% | |
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8/15/2025 | Orion Porfolio Solutions LLC | 11,339 | $985K | 0.0% | -21.3% | 0.043% | |
8/15/2025 | MML Investors Services LLC | 51,729 | $4.49M | 0.0% | +5.6% | 0.196% | |
8/15/2025 | Great Valley Advisor Group Inc. | 7,032 | $611K | 0.0% | +31.0% | 0.027% | |
8/15/2025 | Benjamin Edwards Inc. | 490,897 | $42.64M | 0.5% | -52.1% | 1.859% | |
8/15/2025 | BNP Paribas Financial Markets | 51,306 | $4.46M | 0.0% | +1.6% | 0.194% | |
8/15/2025 | Bank of America Corp DE | 321,612 | $27.94M | 0.0% | +0.9% | 1.218% | |
8/15/2025 | Acas LLC | 6,049 | $548K | 0.4% | +4.1% | 0.023% | |
8/15/2025 | Ameriprise Financial Inc. | 249,235 | $21.65M | 0.0% | +9.8% | 0.944% | |
8/14/2025 | Raymond James Financial Inc. | 397,080 | $34.49M | 0.0% | +15.1% | 1.504% | |
8/14/2025 | FAS Wealth Partners Inc. | 479,764 | $41.68M | 3.1% | +4.1% | 1.817% | |
8/14/2025 | NewEdge Advisors LLC | 4,967 | $432K | 0.0% | -3.1% | 0.019% | |
8/14/2025 | Prestige Wealth Management Group LLC | 71,502 | $6.21M | 1.3% | +0.8% | 0.271% | |
8/14/2025 | Obsidian Personal Planning Solutions LLC | 73,385 | $6.38M | 2.6% | +3.2% | 0.278% | |
8/14/2025 | Cary Street Partners Financial LLC | 28,610 | $2.49M | 0.1% | -82.1% | 0.108% | |
8/14/2025 | Cerity Partners LLC | 6,393 | $555K | 0.0% | -18.9% | 0.024% | |
8/13/2025 | Gamco Investors INC. ET AL | 34,423 | $2.99M | 0.0% | N/A | 0.130% | |
8/13/2025 | Cary Street Partners Investment Advisory LLC | 15,206 | $1.32M | 0.6% | +14.0% | 0.058% | |
8/13/2025 | Avestar Capital LLC | 6,590 | $572K | 0.0% | -27.1% | 0.025% | |
8/13/2025 | SCS Capital Management LLC | 11,301 | $982K | 0.0% | -23.3% | 0.043% | |
8/13/2025 | Baird Financial Group Inc. | 3,903 | $339K | 0.0% | N/A | 0.015% | |
8/13/2025 | IAG Wealth Partners LLC | 44,535 | $3.87M | 0.5% | +133.9% | 0.169% | |
8/13/2025 | WCG Wealth Advisors LLC | 85,390 | $7.42M | 0.5% | +4.7% | 0.323% | |
8/13/2025 | Financial Freedom LLC | 1,952 | $170K | 0.1% | -41.3% | 0.007% | |
8/13/2025 | Balanced Wealth Group LLC | 135,802 | $12.05M | 5.2% | +13.5% | 0.514% | |
8/13/2025 | Denver Wealth Management Inc. | 7,412 | $644K | 0.3% | -8.8% | 0.028% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 237,040 | $20.59M | 0.0% | +23.1% | 0.898% | |
8/13/2025 | Wambolt & Associates LLC | 13,832 | $1.21M | 0.4% | -1.9% | 0.052% | |
8/13/2025 | Choreo LLC | 4,290 | $373K | 0.0% | +3.7% | 0.016% | |
8/12/2025 | J.W. Cole Advisors Inc. | 10,803 | $938K | 0.0% | +69.7% | 0.041% | |
8/12/2025 | Financial Advocates Investment Management | 55,022 | $4.78M | 0.4% | -17.6% | 0.208% | |
8/12/2025 | Global Retirement Partners LLC | 8,881 | $772K | 0.0% | N/A | 0.034% | |
8/12/2025 | Shakespeare Wealth Management LLC | 203,991 | $17.72M | 4.7% | +2.7% | 0.773% | |
8/12/2025 | Segall Bryant & Hamill LLC | 140,262 | $12.19M | 0.2% | -1.8% | 0.531% | |
8/12/2025 | MAI Capital Management | 18,455 | $1.60M | 0.0% | +23.9% | 0.070% | |
8/12/2025 | JPMorgan Chase & Co. | 21,823 | $1.90M | 0.0% | -9.3% | 0.083% | |
8/11/2025 | Intrepid Financial Planning Group LLC | 4,493 | $390K | 0.2% | -7.1% | 0.017% | |
8/11/2025 | TD Waterhouse Canada Inc. | 524 | $46K | 0.0% | -62.0% | 0.002% | |
8/11/2025 | Wealthspire Advisors LLC | 12,800 | $1.11M | 0.0% | -1.0% | 0.049% | |
8/11/2025 | Perennial Investment Advisors LLC | 4,505 | $391K | 0.0% | -84.3% | 0.017% | |
8/11/2025 | Cordatus Wealth Management LLC | 62,225 | $5.41M | 1.3% | N/A | 0.239% | |
8/11/2025 | Portside Wealth Group LLC | 10,515 | $913K | 0.1% | -2.0% | 0.040% | |
8/11/2025 | Mosaic Family Wealth Partners LLC | 27,531 | $2.39M | 0.3% | +50.3% | 0.106% | |
8/8/2025 | Kingsview Wealth Management LLC | 44,518 | $3.87M | 0.1% | +0.6% | 0.171% | |
8/8/2025 | Avantax Advisory Services Inc. | 53,328 | $4.63M | 0.0% | +28.2% | 0.205% | |
8/8/2025 | Cetera Investment Advisers | 46,637 | $4.05M | 0.0% | -64.1% | 0.179% | |
8/8/2025 | New England Capital Financial Advisors LLC | 12,333 | $1.07M | 0.5% | +7.0% | 0.047% | |
8/8/2025 | Creative Planning | 32,810 | $2.85M | 0.0% | -1.4% | 0.126% | |
8/8/2025 | WealthShield Partners LLC | 73,154 | $6.36M | 0.8% | +3.1% | 0.281% | |
8/8/2025 | Foundations Investment Advisors LLC | 83,255 | $7.23M | 0.1% | -40.9% | 0.320% | |
8/8/2025 | Wrapmanager Inc. | 6,775 | $589K | 0.1% | +4.6% | 0.026% | |
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8/8/2025 | Advisors Capital Management LLC | 5,739 | $499K | 0.0% | -5.4% | 0.022% | |
8/8/2025 | PNC Financial Services Group Inc. | 2,628 | $228K | 0.0% | -13.6% | 0.010% | |
8/7/2025 | CENTRAL TRUST Co | 12,922 | $1.12M | 0.0% | -4.3% | 0.050% | |
8/7/2025 | Nwam LLC | 7,915 | $693K | 0.1% | +3.3% | 0.030% | |
8/7/2025 | Allworth Financial LP | 5,071 | $441K | 0.0% | -14.1% | 0.020% | |
8/7/2025 | PFG Advisors | 9,354 | $813K | 0.0% | -7.5% | 0.036% | |
8/6/2025 | Prospera Financial Services Inc | 63,047 | $5.48M | 0.1% | +926.5% | 0.242% | |
8/6/2025 | AE Wealth Management LLC | 739,745 | $64.26M | 0.5% | +1.1% | 2.845% | |
8/6/2025 | Destiny Capital Corp CO | 18,033 | $1.57M | 0.9% | +2.6% | 0.069% | |
8/6/2025 | Broadview Financial Management LLC | 16,238 | $1.41M | 1.0% | +0.8% | 0.062% | |