9/30/2025 | Gilbert Capital Group Inc. | 45,552 | $4.97M | 4.1% | N/A | 0.267% | |
9/10/2025 | WT Wealth Management | 12,189 | $1.33M | 0.4% | -21.0% | 0.071% | |
9/4/2025 | Osaic Holdings Inc. | 415,538 | $45.34M | 0.1% | +33.3% | 2.437% | |
8/18/2025 | Hershey Financial Advisers LLC | 4,950 | $540K | 0.5% | N/A | 0.029% | |
8/15/2025 | Equitable Holdings Inc. | 140,554 | $15.34M | 0.1% | +10.0% | 0.824% | |
8/15/2025 | Captrust Financial Advisors | 34,159 | $3.73M | 0.0% | +10.8% | 0.200% | |
8/15/2025 | Prevail Innovative Wealth Advisors LLC | 15,418 | $1.68M | 0.4% | +15.5% | 0.090% | |
8/15/2025 | Ruggaard & Associates LLC | 142,821 | $15.59M | 6.3% | +2.9% | 0.838% | |
8/15/2025 | MML Investors Services LLC | 67,988 | $7.42M | 0.0% | +157.8% | 0.399% | |
8/15/2025 | IHT Wealth Management LLC | 30,079 | $3.28M | 0.1% | +6.3% | 0.176% | |
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8/15/2025 | Great Valley Advisor Group Inc. | 871,588 | $95.11M | 2.1% | +0.4% | 5.112% | |
8/15/2025 | Gallagher Fiduciary Advisors LLC | 3,883 | $424K | 0.0% | N/A | 0.023% | |
8/15/2025 | Garden State Investment Advisory Services LLC | 4,544 | $496K | 0.1% | N/A | 0.027% | |
8/15/2025 | Bank of America Corp DE | 429,435 | $46.86M | 0.0% | -3.3% | 2.519% | |
8/14/2025 | Jane Street Group LLC | 9,398 | $1.03M | 0.0% | +7.9% | 0.055% | |
8/14/2025 | Raymond James Financial Inc. | 747,648 | $81.58M | 0.0% | +58.4% | 4.385% | |
8/14/2025 | NewEdge Advisors LLC | 216,614 | $23.64M | 0.1% | +4,972.9% | 1.270% | |
8/13/2025 | Per Stirling Capital Management LLC. | 117,034 | $12.77M | 1.7% | +0.9% | 0.686% | |
8/13/2025 | Brown Advisory Inc. | 5,160 | $563K | 0.0% | +10.7% | 0.030% | |
8/13/2025 | Marshall Wace LLP | 6,882 | $751K | 0.0% | N/A | 0.040% | |
8/13/2025 | CW Advisors LLC | 4,894 | $534K | 0.0% | +91.3% | 0.029% | |
8/13/2025 | WCG Wealth Advisors LLC | 14,195 | $1.55M | 0.1% | +2.1% | 0.083% | |
8/13/2025 | Valued Retirements Inc. | 18,229 | $1.99M | 2.2% | +78.2% | 0.107% | |
8/13/2025 | Smith Moore & CO. | 2,281 | $249K | 0.0% | N/A | 0.013% | |
8/13/2025 | VestGen Advisors LLC | 2,296 | $251K | 0.0% | N/A | 0.013% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 253,503 | $27.66M | 0.0% | +573.1% | 1.487% | |
8/12/2025 | Financial Advocates Investment Management | 5,163 | $563K | 0.0% | +2.6% | 0.030% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 14,612 | $1.59M | 0.0% | +44.8% | 0.086% | |
8/12/2025 | Global Retirement Partners LLC | 5,707 | $623K | 0.0% | N/A | 0.033% | |
8/12/2025 | American Century Companies Inc. | 783,232 | $85.47M | 0.0% | -12.3% | 4.594% | |
8/12/2025 | Cozad Asset Management Inc. | 12,315 | $1.34M | 0.1% | +160.0% | 0.072% | |
8/12/2025 | Wealth Advisors of Iowa LLC | 135,207 | $14.75M | 5.5% | +2,738.7% | 0.793% | |
8/11/2025 | Anderson Financial Strategies LLC | 142,255 | $15.52M | 9.9% | N/A | 0.879% | |
8/11/2025 | Western Wealth Management LLC | 50,615 | $5.52M | 0.3% | +1,319.8% | 0.313% | |
8/8/2025 | Rockefeller Capital Management L.P. | 28,086 | $3.07M | 0.0% | +17.5% | 0.174% | |
8/8/2025 | Thoroughbred Financial Services LLC | 3,398 | $370K | 0.0% | N/A | 0.021% | |
8/8/2025 | Cetera Investment Advisers | 60,659 | $6.62M | 0.0% | +1.1% | 0.375% | |
8/8/2025 | Intrua Financial LLC | 283,102 | $30.89M | 4.1% | +60.3% | 1.750% | |
8/8/2025 | Good Life Advisors LLC | 68,148 | $7.44M | 0.5% | +2,584.0% | 0.421% | |
8/7/2025 | Weil Company Inc. | 40,905 | $4.46M | 1.2% | N/A | 0.253% | |
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8/7/2025 | 49 Wealth Management LLC | 3,021 | $330K | 0.0% | -50.3% | 0.019% | |
8/7/2025 | Brio Consultants LLC | 4,124 | $450K | 0.1% | N/A | 0.025% | |
8/6/2025 | AE Wealth Management LLC | 14,649 | $1.60M | 0.0% | +21.1% | 0.091% | |
8/6/2025 | Golden State Wealth Management LLC | 14,087 | $1.54M | 0.2% | +61.7% | 0.087% | |
8/6/2025 | Ethos Financial Group LLC | 7,421 | $810K | 0.1% | N/A | 0.046% | |
8/5/2025 | Fourth Dimension Wealth LLC | 18,533 | $2.02M | 0.9% | +10.9% | 0.115% | |
8/5/2025 | Key Financial Inc | 17,057 | $1.86M | 0.4% | +55.7% | 0.105% | |
8/5/2025 | Sigma Planning Corp | 47,367 | $5.17M | 0.2% | +5.1% | 0.293% | |
8/4/2025 | Atria Investments Inc | 3,644 | $398K | 0.0% | -82.4% | 0.023% | |
8/4/2025 | Assetmark Inc. | 409 | $45K | 0.0% | +49.3% | 0.003% | |
8/4/2025 | Spire Wealth Management | 2,636 | $288K | 0.0% | +1,046.1% | 0.016% | |
8/4/2025 | Arkadios Wealth Advisors | 48,134 | $5.25M | 0.2% | +2.3% | 0.298% | |
8/4/2025 | Flagship Harbor Advisors LLC | 45,943 | $5.01M | 0.2% | +7.7% | 0.284% | |
8/1/2025 | Motco | 960 | $105K | 0.0% | N/A | 0.006% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 4,993 | $545K | 0.0% | +80.9% | 0.031% | |
8/1/2025 | Envestnet Asset Management Inc. | 587,960 | $64.16M | 0.0% | -1.9% | 3.635% | |
7/31/2025 | Avion Wealth | 1,018 | $111K | 0.0% | N/A | 0.006% | |
7/30/2025 | KPP Advisory Services LLC | 24,558 | $2.68M | 0.4% | +143.4% | 0.152% | |
7/30/2025 | Prosperity Financial Group Inc. | 29,568 | $3.23M | 1.4% | +1.9% | 0.183% | |
7/30/2025 | BlueChip Wealth Advisors LLC | 13,501 | $1.47M | 0.6% | +15.5% | 0.083% | |
7/30/2025 | Parcion Private Wealth LLC | 52,122 | $5.69M | 0.3% | +3.5% | 0.322% | |
7/30/2025 | Advantage Trust Co | 284 | $31K | 0.0% | N/A | 0.002% | |
7/29/2025 | MB Levis & Associates LLC | 82,416 | $8.99M | 4.0% | +4.3% | 0.510% | |
7/29/2025 | Stratos Wealth Partners LTD. | 51,546 | $5.63M | 0.1% | -47.0% | 0.319% | |
7/29/2025 | Stratos Wealth Advisors LLC | 88,515 | $9.66M | 0.5% | +4.5% | 0.547% | |
7/29/2025 | Stratos Investment Management LLC | 87,807 | $9.58M | 0.4% | N/A | 0.543% | |
7/29/2025 | Harbor Asset Planning Inc. | 747 | $81K | 0.1% | N/A | 0.005% | |
7/28/2025 | Harbour Investments Inc. | 2,002 | $218K | 0.0% | -15.0% | 0.012% | |
7/28/2025 | RFG Advisory LLC | 45,199 | $4.93M | 0.1% | +319.5% | 0.279% | |
7/28/2025 | Axxcess Wealth Management LLC | 1,893 | $207K | 0.0% | N/A | 0.012% | |
7/25/2025 | Atria Wealth Solutions Inc. | 4,015 | $438K | 0.0% | +24.6% | 0.025% | |
7/25/2025 | Astoria Portfolio Advisors LLC. | 12,954 | $1.42M | 0.4% | +4.5% | 0.080% | |
7/25/2025 | Pathway Financial Advisors LLC | 63,587 | $6.94M | 1.0% | +7.0% | 0.393% | |
7/25/2025 | CWM LLC | 1,155 | $126K | 0.0% | N/A | 0.007% | |
7/25/2025 | Hobbs Group Advisors LLC | 5,429 | $592K | 0.2% | -33.6% | 0.034% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 30,342 | $3.31M | 0.2% | -6.0% | 0.188% | |
7/24/2025 | IFP Advisors Inc | 59,065 | $6.45M | 0.2% | +126.7% | 0.365% | |
7/24/2025 | Mainstay Capital Management LLC ADV | 1,246,969 | $136.07M | 6.7% | +29.0% | 7.709% | |
7/24/2025 | MFA Wealth Services | 80,954 | $8.83M | 6.6% | +0.7% | 0.500% | |
7/24/2025 | Leo Wealth LLC | 2,293 | $250K | 0.0% | N/A | 0.014% | |
7/22/2025 | Petros Family Wealth LLC | 43,275 | $4.72M | 4.3% | +30.1% | 0.268% | |
7/22/2025 | Beacon Financial Advisory LLC | 6,492 | $708K | 0.2% | +70.9% | 0.040% | |
7/21/2025 | Ameritas Advisory Services LLC | 34,870 | $3.81M | 0.2% | -54.4% | 0.216% | |
7/18/2025 | Midwest Financial Group LLC | 2,376 | $259K | 0.1% | N/A | 0.015% | |
7/17/2025 | Park Place Capital Corp | 673 | $73K | 0.0% | N/A | 0.004% | |
7/17/2025 | Capital Investment Advisors LLC | 69,436 | $7.58M | 0.1% | +65.4% | 0.429% | |
7/17/2025 | Janney Montgomery Scott LLC | 20,454 | $2.23M | 0.0% | +24.4% | 0.126% | |
7/17/2025 | KWB Wealth | 14,660 | $1.60M | 0.2% | +5.3% | 0.090% | |
7/16/2025 | Freestate Advisors LLC | 9,591 | $1.05M | 0.9% | +1.3% | 0.059% | |
7/16/2025 | Dakota Wealth Management | 62,890 | $6.86M | 0.1% | -8.7% | 0.388% | |
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7/16/2025 | Moneywise Inc. | 35,401 | $3.86M | 1.8% | -10.0% | 0.219% | |
7/15/2025 | Retireful LLC | 4,190 | $457K | 0.3% | N/A | 0.026% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 261,138 | $28.50M | 3.6% | N/A | 1.609% | |
7/9/2025 | Sunpointe LLC | 7,138 | $779K | 0.3% | -2.8% | 0.044% | |
7/9/2025 | Procyon Advisors LLC | 296,786 | $32.39M | 3.0% | -0.6% | 1.829% | |
7/9/2025 | Exchange Bank | 1,928 | $210K | 0.2% | N/A | 0.012% | |
7/8/2025 | IAM Advisory LLC | 137,273 | $14.98M | 3.6% | -1.6% | 0.846% | |
7/8/2025 | Next Level Private LLC | 157,782 | $17.22M | 5.6% | +83.5% | 0.972% | |
7/7/2025 | Nova Wealth Management Inc. | 27,221 | $2.97M | 2.2% | +470.3% | 0.169% | |
6/27/2025 | Goldman Sachs Group Inc. | 2,225 | $208K | 0.0% | -83.3% | 0.014% | |