9/4/2025 | Osaic Holdings Inc. | 1,138,221 | $30.21M | 0.1% | +23.5% | 0.461% | |
8/27/2025 | Barnes Wealth Management Group Inc | 10,443 | $277K | 0.2% | +20.8% | 0.004% | |
8/27/2025 | Orion Porfolio Solutions LLC | 789,415 | $20.95M | 0.2% | +77.2% | 0.320% | |
8/26/2025 | Nautilus Advisors LLC | 19,138 | $508K | 0.4% | -53.8% | 0.008% | |
8/19/2025 | Cape Investment Advisory Inc. | 9,564 | $254K | 0.1% | +21.0% | 0.004% | |
8/19/2025 | Advisory Services Network LLC | 20,246 | $535K | 0.0% | -16.9% | 0.008% | |
8/18/2025 | Geneos Wealth Management Inc. | 63,522 | $1.69M | 0.0% | +13.4% | 0.026% | |
8/16/2025 | Parr Mcknight Wealth Management Group LLC | 150,190 | $3.99M | 0.5% | +17.6% | 0.063% | |
8/16/2025 | Evergreen Capital Management LLC | 238,980 | $6.34M | 0.2% | +56.8% | 0.100% | |
8/15/2025 | First Heartland Consultants Inc. | 714,933 | $18.97M | 1.7% | +7.0% | 0.299% | |
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8/15/2025 | Corient Private Wealth LLC | 132,855 | $3.53M | 0.0% | +1,406.8% | 0.056% | |
8/15/2025 | Equitable Holdings Inc. | 137,887 | $3.66M | 0.0% | +660.5% | 0.058% | |
8/15/2025 | Captrust Financial Advisors | 1,615,193 | $42.87M | 0.1% | +13.4% | 0.676% | |
8/15/2025 | Visionary Wealth Advisors | 920,747 | $24.44M | 1.2% | +104.2% | 0.386% | |
8/15/2025 | Tidal Investments LLC | 349,419 | $9.27M | 0.1% | -28.2% | 0.146% | |
8/15/2025 | Smartleaf Asset Management LLC | 55,537 | $1.47M | 0.1% | N/A | 0.023% | |
8/15/2025 | Ruggaard & Associates LLC | 29,950 | $795K | 0.3% | -5.7% | 0.013% | |
8/15/2025 | Orion Porfolio Solutions LLC | 78,716 | $2.09M | 0.0% | -82.3% | 0.033% | |
8/15/2025 | MML Investors Services LLC | 78,336 | $2.08M | 0.0% | +84.6% | 0.033% | |
8/15/2025 | IHT Wealth Management LLC | 237,699 | $6.31M | 0.2% | +57.2% | 0.100% | |
8/15/2025 | Great Valley Advisor Group Inc. | 129,049 | $3.43M | 0.1% | -57.8% | 0.054% | |
8/15/2025 | Bank of America Corp DE | 11,514,297 | $305.59M | 0.0% | +26.7% | 4.662% | |
8/14/2025 | CLG LLC | 218,217 | $5.79M | 1.8% | +26.9% | 0.088% | |
8/14/2025 | Raymond James Financial Inc. | 2,749,163 | $72.96M | 0.0% | +73.7% | 1.113% | |
8/14/2025 | Objective Capital Management LLC | 10,415 | $276K | 0.3% | -13.2% | 0.004% | |
8/14/2025 | HUB Investment Partners LLC | 1,340,058 | $35.57M | 1.2% | +10.0% | 0.543% | |
8/14/2025 | Clarity Asset Management Inc. | 212,084 | $5.63M | 3.4% | -31.3% | 0.086% | |
8/14/2025 | NewEdge Advisors LLC | 3,640,171 | $96.61M | 0.5% | +8.9% | 1.474% | |
8/14/2025 | Crestmont Private Wealth LLC | 1,089,199 | $28.91M | 10.5% | +0.9% | 0.441% | |
8/14/2025 | Cary Street Partners Financial LLC | 224,129 | $5.95M | 0.2% | +21.4% | 0.091% | |
8/13/2025 | Cary Street Partners Investment Advisory LLC | 5,666 | $150K | 0.1% | +198.2% | 0.002% | |
8/13/2025 | Victory Financial Group LLC | 424,814 | $11.28M | 1.8% | +1.8% | 0.172% | |
8/13/2025 | Flow Traders U.S. LLC | 32,121 | $852K | 0.0% | N/A | 0.013% | |
8/13/2025 | Gateway Wealth Partners LLC | 225,902 | $6.00M | 1.1% | +3.9% | 0.091% | |
8/13/2025 | M Holdings Securities Inc. | 53,890 | $1.43M | 0.2% | N/A | 0.022% | |
8/13/2025 | GeoWealth Management LLC | 1,444,498 | $38.34M | 1.5% | +39.5% | 0.585% | |
8/13/2025 | EverSource Wealth Advisors LLC | 280,615 | $7.45M | 0.3% | +67.8% | 0.114% | |
8/13/2025 | Menard Financial Group LLC | 94,161 | $2.50M | 1.5% | -1.4% | 0.038% | |
8/13/2025 | Trek Financial LLC | 11,445 | $304K | 0.0% | +36.0% | 0.005% | |
8/13/2025 | IAG Wealth Partners LLC | 139,770 | $3.71M | 0.5% | N/A | 0.057% | |
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8/13/2025 | WCG Wealth Advisors LLC | 1,210,832 | $32.14M | 2.1% | +35.5% | 0.490% | |
8/13/2025 | Advocacy Wealth Management Services LLC | 3,225,583 | $85.61M | 5.3% | +7.1% | 1.306% | |
8/13/2025 | Smith Moore & CO. | 116,974 | $3.10M | 0.3% | +4.8% | 0.047% | |
8/13/2025 | Bare Financial Services Inc | 478,385 | $12.70M | 4.3% | +3.0% | 0.194% | |
8/13/2025 | VestGen Advisors LLC | 197,809 | $5.25M | 0.2% | +23.7% | 0.080% | |
8/13/2025 | Legacy Capital Wealth Partners LLC | 27,889 | $740K | 0.2% | -24.4% | 0.011% | |
8/13/2025 | Mayfair Advisory Group LLC | 93,179 | $2.47M | 1.2% | +79.4% | 0.038% | |
8/13/2025 | Correct Capital Wealth Management | 943,674 | $25.05M | 3.7% | +0.7% | 0.382% | |
8/12/2025 | J.W. Cole Advisors Inc. | 81,565 | $2.17M | 0.0% | +111.3% | 0.033% | |
8/12/2025 | SlateStone Wealth LLC | 68,437 | $1.82M | 0.2% | N/A | 0.028% | |
8/12/2025 | Financial Advocates Investment Management | 12,035 | $319K | 0.0% | -10.9% | 0.005% | |
8/12/2025 | RiverFront Investment Group LLC | 1,820,666 | $48.32M | 0.9% | N/A | 0.737% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 27,679 | $735K | 0.0% | +67.5% | 0.011% | |
8/12/2025 | Quadcap Wealth Management LLC | 262,016 | $6.95M | 0.9% | +5.8% | 0.106% | |
8/12/2025 | CreativeOne Wealth LLC | 573,215 | $15.21M | 0.4% | +6.9% | 0.232% | |
8/12/2025 | Global Retirement Partners LLC | 42,478 | $1.13M | 0.0% | N/A | 0.017% | |
8/12/2025 | Waterloo Capital L.P. | 9,022 | $239K | 0.0% | N/A | 0.004% | |
8/12/2025 | Titleist Asset Management LLC | 34,784 | $923K | 0.1% | +12.0% | 0.014% | |
8/12/2025 | Richard W. Paul & Associates LLC | 213,595 | $5.67M | 2.0% | +2.3% | 0.086% | |
8/12/2025 | Cozad Asset Management Inc. | 28,958 | $769K | 0.1% | -8.0% | 0.012% | |
8/12/2025 | MAI Capital Management | 291,191 | $7.73M | 0.1% | +7.9% | 0.118% | |
8/12/2025 | JPMorgan Chase & Co. | 56,265 | $1.49M | 0.0% | +66.2% | 0.023% | |
8/12/2025 | Wisconsin Wealth Advisors LLC | 26,359 | $700K | 0.8% | +155.7% | 0.011% | |
8/12/2025 | NFP Retirement Inc. | 70,856 | $1.88M | 0.1% | +0.6% | 0.030% | |
8/12/2025 | PKS Advisory Services LLC | 147,277 | $3.91M | 1.0% | +18.1% | 0.062% | |
8/11/2025 | TD Waterhouse Canada Inc. | 19,651 | $519K | 0.0% | +8.4% | 0.008% | |
8/11/2025 | FSC Wealth Advisors LLC | 15,957 | $423K | 0.3% | -2.9% | 0.006% | |
8/11/2025 | Diversified Portfolios Inc. | 84,780 | $2.25M | 0.2% | +699.8% | 0.036% | |
8/11/2025 | GR Financial Group LLC | 3,187,223 | $84.59M | 20.7% | +0.8% | 1.335% | |
8/11/2025 | Slagle Financial LLC | 76,388 | $2.03M | 0.8% | N/A | 0.032% | |
8/11/2025 | Pinnacle Financial Group LLC IL | 90,936 | $2.41M | 0.8% | +17.0% | 0.038% | |
8/11/2025 | PAX Financial Group LLC | 224,467 | $5.96M | 1.1% | -20.2% | 0.094% | |
8/11/2025 | Western Wealth Management LLC | 71,894 | $1.91M | 0.1% | +22.3% | 0.030% | |
8/11/2025 | Beta Wealth Group Inc. | 998,394 | $26.50M | 9.7% | -29.7% | 0.418% | |
8/8/2025 | MTM Investment Management LLC | 2,265 | $60K | 0.0% | N/A | 0.001% | |
8/8/2025 | Sequoia Financial Advisors LLC | 4,528,515 | $120.19M | 0.4% | +27.3% | 1.896% | |
8/8/2025 | Kingsview Wealth Management LLC | 38,908 | $1.03M | 0.0% | +7.1% | 0.016% | |
8/8/2025 | Hedeker Wealth LLC | 184,695 | $4.90M | 1.1% | +1.1% | 0.077% | |
8/8/2025 | Cetera Investment Advisers | 9,829 | $261K | 0.0% | N/A | 0.004% | |
8/8/2025 | Thoroughbred Financial Services LLC | 48,285 | $1.28M | 0.1% | +26.0% | 0.020% | |
8/8/2025 | OmniStar Financial Group Inc. | 84,579 | $2.25M | 1.7% | +20.2% | 0.035% | |
8/8/2025 | Security Financial Services INC. | 351,572 | $9.33M | 1.6% | +13.1% | 0.147% | |
8/8/2025 | Intrua Financial LLC | 851,078 | $22.59M | 3.0% | +68.5% | 0.356% | |
8/8/2025 | Symphony Financial Services Inc. | 547,277 | $14.53M | 8.7% | -0.4% | 0.229% | |
8/7/2025 | Mosaic Financial Group LLC | 35,450 | $941K | 0.7% | +20.0% | 0.015% | |
8/7/2025 | PFG Advisors | 179,310 | $4.76M | 0.2% | +43.7% | 0.075% | |
8/7/2025 | Arbor Trust Wealth Advisors LLC | 158,248 | $4.20M | 2.1% | -5.0% | 0.066% | |
8/7/2025 | Rollins Financial Advisors LLC | 100,904 | $2.68M | 0.4% | +46.5% | 0.042% | |
8/7/2025 | Parkside Financial Bank & Trust | 5,774 | $153K | 0.0% | +48.0% | 0.002% | |
8/6/2025 | True Wealth Design LLC | 68,144 | $1.81M | 0.6% | N/A | 0.029% | |
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8/6/2025 | AE Wealth Management LLC | 4,531,478 | $120.27M | 0.9% | +43.1% | 1.898% | |
8/6/2025 | Mark Sheptoff Financial Planning LLC | 1,066 | $28K | 0.0% | +82.2% | 0.000% | |
8/6/2025 | Vestmark Advisory Solutions Inc. | 18,839 | $500K | 0.0% | -42.0% | 0.008% | |
8/6/2025 | Walkner Condon Financial Advisors LLC | 131,485 | $3.49M | 0.6% | +16.4% | 0.055% | |
8/6/2025 | Savant Capital LLC | 8,434 | $224K | 0.0% | N/A | 0.004% | |
8/6/2025 | Golden State Wealth Management LLC | 22,642 | $601K | 0.1% | +33.8% | 0.009% | |
8/6/2025 | Commonwealth Equity Services LLC | 2,195,667 | $58.27M | 0.1% | +23.6% | 0.919% | |
8/6/2025 | SouthState Corp | 41,900 | $1.11M | 0.0% | +6.1% | 0.018% | |
8/6/2025 | Centerpoint Advisory Group | 88,858 | $2.36M | 2.0% | +10.1% | 0.037% | |
8/6/2025 | Blue Investment Partners LLC | 631,855 | $16.77M | 5.9% | +7.1% | 0.265% | |