9/4/2025 | Osaic Holdings Inc. | 42,485 | $2.13M | 0.0% | +21.3% | 0.118% | |
8/19/2025 | Advisory Services Network LLC | 71,370 | $3.68M | 0.1% | +19.7% | 0.198% | |
8/16/2025 | Evergreen Capital Management LLC | 480,988 | $24.15M | 0.7% | +1.6% | 1.337% | |
8/15/2025 | Asset Allocation Strategies LLC | 9,968 | $500K | 0.1% | N/A | 0.028% | |
8/15/2025 | LGL Partners LLC | 16,876 | $834K | 0.4% | +1.9% | 0.047% | |
8/15/2025 | Blue Edge Capital LLC | 67,914 | $3.41M | 0.5% | N/A | 0.189% | |
8/15/2025 | IHT Wealth Management LLC | 5,730 | $288K | 0.0% | N/A | 0.016% | |
8/15/2025 | Bank of America Corp DE | 1,144,995 | $57.48M | 0.0% | -0.2% | 3.183% | |
8/15/2025 | Ameriprise Financial Inc. | 60,342 | $3.03M | 0.0% | -9.2% | 0.168% | |
8/14/2025 | Ausdal Financial Partners Inc. | 21,219 | $1.07M | 0.1% | +6.2% | 0.059% | |
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8/14/2025 | Raymond James Financial Inc. | 739,869 | $37.14M | 0.0% | -1.5% | 2.057% | |
8/14/2025 | FWL Investment Management LLC | 5,702 | $286K | 0.1% | +14.1% | 0.016% | |
8/14/2025 | Sei Investments Co. | 112,476 | $5.65M | 0.0% | +19.4% | 0.313% | |
8/14/2025 | NewEdge Advisors LLC | 89,230 | $4.48M | 0.0% | +8.5% | 0.248% | |
8/14/2025 | Qube Research & Technologies Ltd | 10,418 | $523K | 0.0% | +94.5% | 0.029% | |
8/14/2025 | Cerity Partners LLC | 41,365 | $2.08M | 0.0% | +17.1% | 0.115% | |
8/13/2025 | Capital Advisors Wealth Management LLC | 117,535 | $5.90M | 0.9% | -9.9% | 0.327% | |
8/13/2025 | WCG Wealth Advisors LLC | 11,020 | $553K | 0.0% | N/A | 0.031% | |
8/13/2025 | Beacon Pointe Advisors LLC | 59,267 | $2.98M | 0.0% | +3.1% | 0.165% | |
8/13/2025 | Everstar Asset Management LLC | 4,555 | $229K | 0.1% | +18.2% | 0.013% | |
8/13/2025 | Lido Advisors LLC | 24,037 | $1.21M | 0.0% | +20.0% | 0.067% | |
8/13/2025 | Choreo LLC | 14,167 | $711K | 0.0% | +6.5% | 0.039% | |
8/12/2025 | J.W. Cole Advisors Inc. | 21,985 | $1.10M | 0.0% | +10.9% | 0.061% | |
8/12/2025 | Advisors Asset Management Inc. | 90,787 | $4.56M | 0.1% | +36.3% | 0.252% | |
8/12/2025 | Financial Advocates Investment Management | 37,318 | $1.87M | 0.2% | +2.0% | 0.104% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 1,239 | $62K | 0.0% | -15.8% | 0.003% | |
8/12/2025 | Burk Holdings LLC | 25,455 | $1.28M | 0.8% | N/A | 0.071% | |
8/12/2025 | Jaffetilchin Investment Partners LLC | 222,177 | $11.15M | 0.7% | -1.3% | 0.618% | |
8/12/2025 | CreativeOne Wealth LLC | 5,014 | $252K | 0.0% | +8.1% | 0.014% | |
8/12/2025 | Global Retirement Partners LLC | 100,490 | $5.05M | 0.1% | N/A | 0.279% | |
8/12/2025 | AlphaCore Capital LLC | 49,440 | $2.48M | 0.1% | +28.1% | 0.137% | |
8/12/2025 | MAI Capital Management | 1,766 | $89K | 0.0% | -30.7% | 0.005% | |
8/12/2025 | JPMorgan Chase & Co. | 7,376 | $370K | 0.0% | -25.0% | 0.021% | |
8/11/2025 | Alteri Wealth LLC | 4,604 | $231K | 0.1% | +14.4% | 0.013% | |
8/11/2025 | SFI Advisors LLC | 12,579 | $631K | 0.4% | -7.9% | 0.035% | |
8/11/2025 | Sykon Capital LLC | 42,502 | $2.13M | 0.8% | -21.6% | 0.119% | |
8/8/2025 | Rockefeller Capital Management L.P. | 305,504 | $15.34M | 0.0% | -2.7% | 0.852% | |
8/8/2025 | Cetera Investment Advisers | 389,422 | $19.55M | 0.0% | +4.0% | 1.086% | |
8/8/2025 | Creative Planning | 1,924,187 | $96.59M | 0.1% | -1.3% | 5.366% | |
8/8/2025 | Foundations Investment Advisors LLC | 5,519 | $277K | 0.0% | N/A | 0.015% | |
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8/8/2025 | Good Life Advisors LLC | 6,117 | $307K | 0.0% | +21.5% | 0.017% | |
8/8/2025 | Austin Wealth Management LLC | 5,208 | $269K | 0.0% | -20.7% | 0.015% | |
8/8/2025 | Comprehensive Financial Planning Inc. PA | 11,570 | $581K | 0.5% | +7.6% | 0.032% | |
8/7/2025 | Cascade Financial Partners LLC | 103,636 | $5.20M | 0.6% | -2.4% | 0.289% | |
8/7/2025 | Global Wealth Management Investment Advisory Inc. | 40,736 | $2.05M | 0.4% | +8.0% | 0.114% | |
8/6/2025 | Pekin Hardy Strauss Inc. | 64,854 | $3.26M | 0.4% | +0.6% | 0.181% | |
8/6/2025 | Black Swift Group LLC | 43,550 | $2.19M | 0.4% | +1.8% | 0.121% | |
8/6/2025 | Ethos Financial Group LLC | 72,375 | $3.63M | 0.3% | +8.5% | 0.202% | |
8/5/2025 | Sigma Planning Corp | 16,572 | $832K | 0.0% | +5.5% | 0.046% | |
8/4/2025 | Pinnacle Associates Ltd. | 79,000 | $3.97M | 0.1% | -3.7% | 0.220% | |
8/4/2025 | Whalen Wealth Management Inc. | 12,198 | $612K | 0.4% | -72.8% | 0.034% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 77,526 | $3.89M | 0.1% | +7.2% | 0.216% | |
8/1/2025 | Envestnet Asset Management Inc. | 494,993 | $24.85M | 0.0% | +3.7% | 1.380% | |
7/31/2025 | Wealthfront Advisers LLC | 21,405 | $1.08M | 0.0% | -2.9% | 0.060% | |
7/30/2025 | D.A. Davidson & CO. | 42,687 | $2.14M | 0.0% | -45.6% | 0.119% | |
7/30/2025 | Legacy Wealth Asset Management LLC | 193,665 | $9.72M | 2.5% | +13.2% | 0.540% | |
7/30/2025 | Demars Financial Group LLC | 12,726 | $639K | 0.2% | -97.9% | 0.035% | |
7/30/2025 | WBH Advisory Inc. | 8,233 | $413K | 0.0% | -10.7% | 0.023% | |
7/29/2025 | Stephens Inc. AR | 110,886 | $5.57M | 0.1% | +2.0% | 0.309% | |
7/29/2025 | Stratos Wealth Partners LTD. | 22,854 | $1.15M | 0.0% | -4.4% | 0.064% | |
7/29/2025 | Latitude Advisors LLC | 5,717 | $287K | 0.1% | N/A | 0.016% | |
7/28/2025 | Harbour Investments Inc. | 19,609 | $984K | 0.0% | -2.1% | 0.055% | |
7/28/2025 | RFG Advisory LLC | 46,156 | $2.32M | 0.1% | -72.4% | 0.129% | |
7/28/2025 | Naviter Wealth LLC | 22,549 | $1.13M | 0.1% | -25.2% | 0.063% | |
7/25/2025 | Endowment Wealth Management Inc. | 11,911 | $598K | 0.3% | +9.8% | 0.033% | |
7/25/2025 | Astoria Portfolio Advisors LLC. | 24,272 | $1.23M | 0.3% | +134.8% | 0.068% | |
7/25/2025 | Almanack Investment Partners LLC. | 126,452 | $6.35M | 1.0% | +3.0% | 0.353% | |
7/25/2025 | Apollon Wealth Management LLC | 14,806 | $743K | 0.0% | -1.5% | 0.041% | |
7/24/2025 | Strong Tower Advisory Services | 46,311 | $2.33M | 0.5% | +6.1% | 0.129% | |
7/24/2025 | Blue Trust Inc. | 1,099 | $55K | 0.0% | +230.0% | 0.003% | |
7/24/2025 | IFP Advisors Inc | 6,498 | $326K | 0.0% | +18.6% | 0.018% | |
7/24/2025 | Blair William & Co. IL | 28,210 | $1.42M | 0.0% | +1.6% | 0.079% | |
7/23/2025 | Tectonic Advisors LLC | 272,364 | $13.67M | 0.8% | +9.2% | 0.760% | |
7/23/2025 | Columbus Macro LLC | 271,864 | $13.65M | 1.7% | +4.3% | 0.758% | |
7/23/2025 | Eagle Strategies LLC | 6,374 | $320K | 0.0% | -4.6% | 0.018% | |
7/23/2025 | Guild Investment Management Inc. | 50,410 | $2.53M | 2.2% | -2.3% | 0.141% | |
7/22/2025 | MBL Wealth LLC | 122,993 | $6.17M | 0.6% | +5.3% | 0.343% | |
7/21/2025 | Future Financial Wealth Managment LLC | 12,520 | $629K | 0.4% | -10.7% | 0.035% | |
7/21/2025 | Ameritas Advisory Services LLC | 1,744 | $88K | 0.0% | N/A | 0.005% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 22,600 | $1.14M | 0.0% | +23.5% | 0.063% | |
7/18/2025 | Institute for Wealth Management LLC. | 6,786 | $341K | 0.0% | N/A | 0.019% | |
7/18/2025 | Truist Financial Corp | 10,261 | $515K | 0.0% | -59.1% | 0.029% | |
7/17/2025 | Janney Montgomery Scott LLC | 5,549 | $279K | 0.0% | N/A | 0.015% | |
7/17/2025 | Alpine Bank Wealth Management | 1,815 | $91K | 0.0% | N/A | 0.005% | |
7/17/2025 | Sonora Investment Management Group LLC | 104,453 | $5.24M | 0.4% | +8.4% | 0.291% | |
7/17/2025 | Barry Investment Advisors LLC | 194,681 | $9.77M | 2.4% | +6.7% | 0.543% | |
7/16/2025 | Advisors Management Group Inc. ADV | 250,841 | $12.59M | 2.4% | +0.2% | 0.700% | |
7/16/2025 | Legend Financial Advisors Inc. | 500 | $25K | 0.0% | N/A | 0.001% | |
7/16/2025 | Owen LaRue LLC | 33,163 | $1.67M | 0.7% | +142.3% | 0.092% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 10,777 | $541K | 0.0% | -3.4% | 0.030% | |
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7/11/2025 | Farther Finance Advisors LLC | 48,598 | $2.44M | 0.0% | +227.3% | 0.136% | |
7/10/2025 | Rockland Trust Co. | 15,988 | $803K | 0.0% | -3.8% | 0.045% | |
7/10/2025 | Exchange Traded Concepts LLC | 133,147 | $6.68M | 0.1% | N/A | 0.371% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 209,852 | $10.59M | 0.0% | -1.1% | 0.585% | |
7/9/2025 | Fermata Advisors LLC | 19,148 | $961K | 0.3% | +62.1% | 0.053% | |
7/9/2025 | Krilogy Financial LLC | 12,875 | $646K | 0.0% | N/A | 0.036% | |
7/8/2025 | FF Advisors LLC | 4,188 | $210K | 0.1% | -9.0% | 0.012% | |
7/8/2025 | Gradient Investments LLC | 435,103 | $21.84M | 0.4% | +1.1% | 1.213% | |
7/8/2025 | Adams Asset Advisors LLC | 25,975 | $1.30M | 0.2% | +293.6% | 0.072% | |
6/27/2025 | Goldman Sachs Group Inc. | 14,300 | $761K | 0.0% | N/A | 0.040% | |