10/7/2025 | ST Germain D J Co. Inc. | 904,883 | $70.89M | 2.8% | +53.8% | 0.081% | |
10/7/2025 | Threadgill Financial LLC | 7,044 | $552K | 0.3% | -61.3% | 0.001% | |
10/7/2025 | Team Financial Group LLC | 1,444 | $113K | 0.1% | +15.0% | 0.000% | |
10/6/2025 | Orgel Wealth Management LLC | 6,155 | $482K | 0.0% | +11.3% | 0.001% | |
10/6/2025 | Fragasso Financial Advisors Inc | 169,242 | $13.32M | 0.8% | +1.9% | 0.015% | |
10/6/2025 | Puff Wealth Management LLC | 22,280 | $1.75M | 2.7% | +256.9% | 0.002% | |
10/6/2025 | SMI Advisory Services LLC | 3,857 | $304K | 0.1% | -24.2% | 0.000% | |
10/6/2025 | Gradient Investments LLC | 3,749,672 | $293.75M | 4.9% | +5.5% | 0.337% | |
10/6/2025 | AssuredPartners Investment Advisors LLC | 12,607 | $988K | 0.2% | -1.4% | 0.001% | |
10/6/2025 | City Center Advisors LLC | 2,730 | $214K | 0.2% | N/A | 0.000% | |
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10/6/2025 | HF Advisory Group LLC | 51,883 | $4.07M | 1.5% | +2.4% | 0.005% | |
10/6/2025 | Sterling Group Wealth Management LLC | 1,032,684 | $80.90M | 40.1% | +0.2% | 0.093% | |
10/6/2025 | Windsor Capital Management LLC | 245,362 | $19.22M | 5.3% | -3.8% | 0.022% | |
10/6/2025 | Clarus Wealth Advisors | 118,502 | $9.33M | 4.1% | +0.3% | 0.011% | |
10/6/2025 | Venture Visionary Partners LLC | 120,260 | $9.42M | 0.3% | -30.0% | 0.011% | |
10/3/2025 | Jackson Wealth Management LLC | 564,067 | $44.19M | 4.4% | +12.1% | 0.051% | |
10/3/2025 | Dentgroup LLC | 24,921 | $1.95M | 1.3% | -6.2% | 0.002% | |
10/2/2025 | GAMMA Investing LLC | 512 | $40K | 0.0% | N/A | 0.000% | |
10/2/2025 | Investors Research Corp | 241,191 | $18.90M | 3.5% | +4.2% | 0.023% | |
10/1/2025 | Vigilare Wealth Management | 5,952 | $466K | 0.2% | -22.9% | 0.001% | |
9/26/2025 | Corient Private Wealth LLC | 250,810 | $18.23M | 0.0% | +42.3% | 0.024% | |
9/26/2025 | Capital A Wealth Management LLC | 1,667 | $121K | 1.2% | -56.6% | 0.000% | |
9/25/2025 | National Wealth Management Group LLC | 49,833 | $3.62M | 2.0% | +4.3% | 0.005% | |
9/25/2025 | CacheTech Inc. | 203,005 | $14.76M | 2.7% | +24.0% | 0.019% | |
9/24/2025 | Momentum Wealth Planning LLC | 27,043 | $1.97M | 1.7% | N/A | 0.003% | |
9/9/2025 | NWF Advisory Services Inc. | 4,404 | $320K | 0.0% | +8.3% | 0.000% | |
9/4/2025 | Osaic Holdings Inc. | 8,477,966 | $609.74M | 1.1% | +5.5% | 0.799% | |
9/3/2025 | Q3 Asset Management | 36,798 | $2.67M | 0.9% | -0.9% | 0.003% | |
9/2/2025 | FSC Wealth Advisors LLC | 5,249 | $382K | 0.2% | +2,008.0% | 0.000% | |
8/29/2025 | Evolution Wealth Management Inc. | 14,257 | $1.04M | 1.3% | N/A | 0.001% | |
8/29/2025 | Centaurus Financial Inc. | 134,831 | $9.80M | 0.6% | +31.4% | 0.013% | |
8/28/2025 | Lavaca Capital LLC | 5,345 | $389K | 0.1% | -26.8% | 0.001% | |
8/27/2025 | Cypress Capital Advisors LLC | 2,860 | $208K | 0.1% | -19.8% | 0.000% | |
8/27/2025 | Barnes Wealth Management Group Inc | 25,847 | $1.88M | 1.1% | +13.2% | 0.002% | |
8/27/2025 | Orion Porfolio Solutions LLC | 349,460 | $25.40M | 0.2% | +27.6% | 0.033% | |
8/27/2025 | Squarepoint Ops LLC | 11,794 | $857K | 0.0% | N/A | 0.001% | |
8/26/2025 | Thrivent Financial for Lutherans | 7,492 | $545K | 0.0% | -98.8% | 0.001% | |
8/25/2025 | Silverlake Wealth Management LLC | 21,468 | $1.56M | 0.5% | +507.5% | 0.002% | |
8/25/2025 | Fulcrum Equity Management | 13,111 | $953K | 1.0% | -39.8% | 0.001% | |
8/22/2025 | TT Capital Management LLC | 5,022 | $338K | 0.1% | N/A | 0.000% | |
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8/20/2025 | Thompson Davis & CO. Inc. | 11,450 | $832K | 0.4% | +21.2% | 0.001% | |
8/20/2025 | Tull Financial Group Inc. | 656,054 | $47.69M | 21.7% | +8.6% | 0.062% | |
8/20/2025 | Forefront Wealth Partners LLC | 140,642 | $9.71M | 6.5% | -14.8% | 0.013% | |
8/20/2025 | Coppell Advisory Solutions LLC | 171,674 | $12.42M | 1.5% | +20.9% | 0.016% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 8,406 | $611K | 0.0% | N/A | 0.001% | |
8/19/2025 | Cape Investment Advisory Inc. | 28,097 | $2.04M | 0.7% | -15.4% | 0.003% | |
8/19/2025 | Advisory Services Network LLC | 172,286 | $12.81M | 0.2% | -3.2% | 0.016% | |
8/19/2025 | Anchor Investment Management LLC | 17,034 | $1.24M | 0.1% | +31.1% | 0.002% | |
8/18/2025 | N.E.W. Advisory Services LLC | 908,809 | $66.06M | 6.4% | -14.3% | 0.086% | |
8/18/2025 | Geneos Wealth Management Inc. | 535,746 | $38.94M | 1.0% | +63.9% | 0.050% | |
8/18/2025 | Hollencrest Capital Management | 153,563 | $11.16M | 0.5% | -1.5% | 0.014% | |
8/18/2025 | Kestra Investment Management LLC | 6,439 | $468K | 0.0% | +41.0% | 0.001% | |
8/18/2025 | Goodman Advisory Group LLC | 411,202 | $29.89M | 10.2% | +147,814.4% | 0.039% | |
8/16/2025 | Evergreen Capital Management LLC | 101,343 | $7.37M | 0.2% | -23.8% | 0.010% | |
8/16/2025 | Headlands Technologies LLC | 6,010 | $437K | 0.1% | -77.1% | 0.001% | |
8/15/2025 | Strategic Investment Advisors MI | 5,467 | $397K | 0.0% | +18.9% | 0.001% | |
8/15/2025 | High Falls Advisors Inc | 5,063 | $368K | 0.1% | +18.0% | 0.000% | |
8/15/2025 | Nikulski Financial Inc. | 14,197 | $1.03M | 0.3% | -1.5% | 0.001% | |
8/15/2025 | Tower Research Capital LLC TRC | 28,201 | $2.05M | 0.1% | -38.1% | 0.003% | |
8/15/2025 | First Heartland Consultants Inc. | 570,503 | $41.47M | 3.7% | +14.0% | 0.054% | |
8/15/2025 | Global View Capital Management LLC | 606,321 | $44.07M | 14.1% | +37.6% | 0.057% | |
8/15/2025 | North Ridge Wealth Advisors Inc. | 870 | $63K | 0.0% | N/A | 0.000% | |
8/15/2025 | Asset Allocation Strategies LLC | 118,967 | $8.65M | 1.7% | +185.6% | 0.011% | |
8/15/2025 | Semmax Financial Advisors Inc. | 28,065 | $2.10M | 0.5% | -36.3% | 0.003% | |
8/15/2025 | Brown Financial Advisors | 199,417 | $14.50M | 5.7% | +1.5% | 0.019% | |
8/15/2025 | Rakuten Securities Inc. | 365 | $27K | 0.0% | -68.8% | 0.000% | |
8/15/2025 | Corient Private Wealth LLC | 501,612 | $36.46M | 0.0% | +184.5% | 0.047% | |
8/15/2025 | Puff Wealth Management LLC | 6,242 | $454K | 0.2% | N/A | 0.001% | |
8/15/2025 | Equitable Holdings Inc. | 474,264 | $34.47M | 0.3% | +4.0% | 0.045% | |
8/15/2025 | FSB Premier Wealth Management Inc. | 138,171 | $10.04M | 3.6% | -0.3% | 0.013% | |
8/15/2025 | Captrust Financial Advisors | 175,705 | $12.77M | 0.0% | +23.0% | 0.017% | |
8/15/2025 | Keel Point LLC | 307,809 | $22.38M | 1.5% | -0.2% | 0.029% | |
8/15/2025 | Truefg LLC | 67,294 | $4.89M | 1.5% | +2.4% | 0.006% | |
8/15/2025 | Manhattan West Asset Management LLC | 94,338 | $6.86M | 1.6% | -0.3% | 0.009% | |
8/15/2025 | Smartleaf Asset Management LLC | 43,804 | $3.17M | 0.3% | +71.5% | 0.004% | |
8/15/2025 | Snowden Capital Advisors LLC | 758,839 | $55.16M | 1.6% | +0.2% | 0.071% | |
8/15/2025 | Redwood Financial Network Corp | 26,109 | $1.90M | 1.3% | -0.6% | 0.002% | |
8/15/2025 | Redwood Investment Management LLC | 53,820 | $3.91M | 0.4% | -49.9% | 0.005% | |
8/15/2025 | Riggs Asset Managment Co. Inc. | 1,809 | $131K | 0.0% | +3,748.9% | 0.000% | |
8/15/2025 | Orion Porfolio Solutions LLC | 5,560 | $404K | 0.0% | -98.0% | 0.001% | |
8/15/2025 | MML Investors Services LLC | 2,131,460 | $154.94M | 0.4% | +35.6% | 0.201% | |
8/15/2025 | Monograph Wealth Advisors LLC | 3,746 | $272K | 0.0% | N/A | 0.000% | |
8/15/2025 | Modern Wealth Management LLC | 376,949 | $27.40M | 0.7% | +1,002.4% | 0.036% | |
8/15/2025 | IHT Wealth Management LLC | 636,649 | $46.28M | 1.3% | +36.1% | 0.060% | |
8/15/2025 | Great Valley Advisor Group Inc. | 1,587,263 | $115.38M | 2.6% | +22.7% | 0.150% | |
8/15/2025 | Gallagher Fiduciary Advisors LLC | 4,742 | $345K | 0.0% | N/A | 0.000% | |
8/15/2025 | EP Wealth Advisors LLC | 34,181 | $2.49M | 0.0% | +145.6% | 0.003% | |
8/15/2025 | Benjamin Edwards Inc. | 187,330 | $13.62M | 0.2% | +13.3% | 0.018% | |
8/15/2025 | BNP Paribas Financial Markets | 23,350 | $1.70M | 0.0% | -69.0% | 0.002% | |
8/15/2025 | Boothbay Fund Management LLC | 8,500 | $618K | 0.0% | N/A | 0.001% | |
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8/15/2025 | Blue Capital Inc. | 92,007 | $6.69M | 4.7% | N/A | 0.009% | |
8/15/2025 | Bank of America Corp DE | 59,401,970 | $4.32B | 0.3% | +88.5% | 5.596% | |
8/15/2025 | AQR Capital Management LLC | 175,699 | $12.77M | 0.0% | +54.8% | 0.017% | |
8/15/2025 | Ameriprise Financial Inc. | 4,671,668 | $339.57M | 0.1% | +1.6% | 0.440% | |
8/14/2025 | Connecticut Wealth Management LLC | 29,554 | $2.15M | 0.1% | -3.4% | 0.003% | |
8/14/2025 | Gould Capital LLC | 2,412 | $175K | 0.1% | N/A | 0.000% | |
8/14/2025 | MGB Wealth Management LLC | 8,065 | $586K | 0.2% | +2.3% | 0.001% | |
8/14/2025 | Welch Capital Partners LLC NY | 268,485 | $19.52M | 4.3% | -20.7% | 0.025% | |
8/14/2025 | Ausdal Financial Partners Inc. | 295,047 | $21.45M | 1.4% | -1.2% | 0.028% | |
8/14/2025 | NCM Capital Management LLC | 6,651 | $503K | 0.2% | N/A | 0.001% | |