9/4/2025 | SevenBridge Financial Group LLC | 10,540 | $1.06M | 0.2% | +9.0% | 0.003% | |
9/4/2025 | Osaic Holdings Inc. | 2,480,695 | $236.33M | 0.4% | +16.0% | 0.620% | |
9/3/2025 | American Trust | 41,911 | $4.00M | 0.4% | N/A | 0.010% | |
8/29/2025 | Evolution Wealth Management Inc. | 1,613 | $154K | 0.2% | N/A | 0.000% | |
8/27/2025 | Barnes Wealth Management Group Inc | 15,847 | $1.51M | 0.9% | +8.0% | 0.004% | |
8/27/2025 | Orion Porfolio Solutions LLC | 467,240 | $44.54M | 0.4% | +575.8% | 0.117% | |
8/26/2025 | Thrivent Financial for Lutherans | 117,370 | $11.19M | 0.0% | -77.9% | 0.029% | |
8/26/2025 | Claris Financial LLC | 11,895 | $1.13M | 0.9% | +1.8% | 0.003% | |
8/25/2025 | Promus Capital LLC | 99,664 | $9.50M | 6.2% | -12.5% | 0.025% | |
8/25/2025 | Silverlake Wealth Management LLC | 6,975 | $665K | 0.2% | N/A | 0.002% | |
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8/25/2025 | Hilltop Partners LLC | 132,770 | $12.66M | 3.8% | -55.0% | 0.033% | |
8/25/2025 | Fulcrum Equity Management | 3,365 | $321K | 0.3% | N/A | 0.001% | |
8/20/2025 | Coppell Advisory Solutions LLC | 46,787 | $4.44M | 0.5% | +66.4% | 0.012% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 25,580 | $2.44M | 0.1% | N/A | 0.006% | |
8/19/2025 | Advisory Services Network LLC | 7,228 | $712K | 0.0% | -90.0% | 0.002% | |
8/18/2025 | Tyler Stone Wealth Management | 17,207 | $1.64M | 0.3% | +2.8% | 0.004% | |
8/18/2025 | Tactive Advisors LLC | 4,600 | $438K | 0.1% | N/A | 0.001% | |
8/18/2025 | N.E.W. Advisory Services LLC | 26,383 | $2.52M | 0.2% | -43.0% | 0.007% | |
8/18/2025 | Geneos Wealth Management Inc. | 319,743 | $30.48M | 0.7% | +15.0% | 0.080% | |
8/18/2025 | Hershey Financial Advisers LLC | 16,528 | $1.58M | 1.4% | N/A | 0.004% | |
8/18/2025 | Kestra Investment Management LLC | 2,203,650 | $210.05M | 6.3% | +1.1% | 0.551% | |
8/18/2025 | Second Line Capital LLC | 2,220 | $212K | 0.0% | N/A | 0.001% | |
8/18/2025 | Goodman Advisory Group LLC | 192,880 | $18.39M | 6.2% | N/A | 0.048% | |
8/15/2025 | Tower Research Capital LLC TRC | 1,632 | $156K | 0.0% | +2,575.4% | 0.000% | |
8/15/2025 | First Heartland Consultants Inc. | 212,144 | $20.22M | 1.8% | +3.5% | 0.053% | |
8/15/2025 | Global View Capital Management LLC | 6,119 | $583K | 0.2% | N/A | 0.002% | |
8/15/2025 | FFT Wealth Management LLC | 6,838 | $675K | 0.1% | -31.4% | 0.002% | |
8/15/2025 | Asset Allocation Strategies LLC | 126,183 | $12.03M | 2.3% | +29.8% | 0.032% | |
8/15/2025 | Corient Private Wealth LLC | 1,511,508 | $144.08M | 0.2% | +64.3% | 0.378% | |
8/15/2025 | Equitable Holdings Inc. | 5,352,760 | $510.23M | 4.2% | -9.6% | 1.338% | |
8/15/2025 | Florida Financial Advisors LLC | 66,948 | $6.55M | 2.2% | -7.9% | 0.017% | |
8/15/2025 | FSB Premier Wealth Management Inc. | 8,371 | $798K | 0.3% | +9.8% | 0.002% | |
8/15/2025 | Optimist Retirement Group LLC | 144,380 | $13.76M | 6.6% | -0.8% | 0.036% | |
8/15/2025 | Captrust Financial Advisors | 68,158 | $6.50M | 0.0% | -5.5% | 0.017% | |
8/15/2025 | Truefg LLC | 471,980 | $44.99M | 13.4% | +1.0% | 0.118% | |
8/15/2025 | Visionary Wealth Advisors | 17,019 | $1.62M | 0.1% | -21.6% | 0.004% | |
8/15/2025 | Voya Financial Advisors Inc. | 18,253 | $1.73M | 0.2% | N/A | 0.005% | |
8/15/2025 | Two Sigma Securities LLC | 7,558 | $720K | 0.1% | +77.9% | 0.002% | |
8/15/2025 | Tidal Investments LLC | 23,783 | $2.27M | 0.0% | -26.0% | 0.006% | |
8/15/2025 | Scott Marsh Financial LLC | 18,672 | $1.78M | 0.7% | N/A | 0.005% | |
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8/15/2025 | Sherman Asset Management Inc. | 3,229 | $308K | 0.3% | +7.5% | 0.001% | |
8/15/2025 | Smartleaf Asset Management LLC | 64,049 | $6.07M | 0.5% | +13.5% | 0.016% | |
8/15/2025 | Snowden Capital Advisors LLC | 7,928 | $756K | 0.0% | -3.5% | 0.002% | |
8/15/2025 | Redwood Investment Management LLC | 305,181 | $29.09M | 3.0% | +70.1% | 0.076% | |
8/15/2025 | Orion Porfolio Solutions LLC | 205,196 | $19.56M | 0.1% | +196.8% | 0.051% | |
8/15/2025 | MML Investors Services LLC | 1,000,339 | $95.35M | 0.3% | +20.6% | 0.250% | |
8/15/2025 | Modern Wealth Management LLC | 203,249 | $19.37M | 0.5% | -26.6% | 0.051% | |
8/15/2025 | HRT Financial LP | 28,161 | $2.68M | 0.0% | N/A | 0.007% | |
8/15/2025 | IHT Wealth Management LLC | 552,140 | $52.63M | 1.4% | +1.6% | 0.138% | |
8/15/2025 | Great Valley Advisor Group Inc. | 309,567 | $29.51M | 0.7% | +6.9% | 0.077% | |
8/15/2025 | EP Wealth Advisors LLC | 33,881 | $3.23M | 0.0% | +23.3% | 0.008% | |
8/15/2025 | Benjamin Edwards Inc. | 648,806 | $61.84M | 0.8% | -14.0% | 0.162% | |
8/15/2025 | BNP Paribas Financial Markets | 20,731 | $1.98M | 0.0% | +690,933.3% | 0.005% | |
8/15/2025 | Byrne Financial Freedom LLC | 28,974 | $2.76M | 1.4% | +1.1% | 0.007% | |
8/15/2025 | Bank of America Corp DE | 3,428,865 | $326.84M | 0.0% | +17.7% | 0.857% | |
8/15/2025 | AQR Capital Management LLC | 59,581 | $5.68M | 0.0% | -0.7% | 0.015% | |
8/15/2025 | Ameriprise Financial Inc. | 9,853,254 | $938.99M | 0.2% | +12.8% | 2.463% | |
8/14/2025 | Connecticut Wealth Management LLC | 1,723,602 | $164.29M | 7.8% | +9.7% | 0.431% | |
8/14/2025 | Graney & King LLC | 236,796 | $22.57M | 15.2% | -0.7% | 0.059% | |
8/14/2025 | Ausdal Financial Partners Inc. | 27,275 | $2.60M | 0.2% | -19.8% | 0.007% | |
8/14/2025 | Raymond James Financial Inc. | 3,825,697 | $364.67M | 0.1% | +3.0% | 0.956% | |
8/14/2025 | Darwin Wealth Management LLC | 51,311 | $4.89M | 1.7% | N/A | 0.013% | |
8/14/2025 | Banco BTG Pactual S.A. | 16,748 | $1.60M | 0.3% | -35.5% | 0.004% | |
8/14/2025 | Quantinno Capital Management LP | 11,005 | $1.05M | 0.0% | -9.3% | 0.003% | |
8/14/2025 | Diversify Wealth Management LLC | 576,325 | $57.80M | 3.6% | +7.1% | 0.144% | |
8/14/2025 | Diversify Advisory Services LLC | 264,533 | $26.53M | 1.0% | +19.7% | 0.066% | |
8/14/2025 | Peapack Gladstone Financial Corp | 2,579 | $246K | 0.0% | N/A | 0.001% | |
8/14/2025 | Tennessee Valley Asset Management Partners | 11,108 | $1.06M | 0.3% | +31.0% | 0.003% | |
8/14/2025 | LWM Advisory Services LLC | 13,714 | $1.31M | 0.9% | -4.3% | 0.003% | |
8/14/2025 | HUB Investment Partners LLC | 11,388 | $1.09M | 0.0% | -18.8% | 0.003% | |
8/14/2025 | Faithward Advisors LLC | 48,934 | $4.66M | 0.7% | +3.7% | 0.012% | |
8/14/2025 | Sei Investments Co. | 6,003 | $572K | 0.0% | -10.0% | 0.002% | |
8/14/2025 | Potentia Wealth | 11,467 | $1.09M | 0.6% | -69.8% | 0.003% | |
8/14/2025 | NewEdge Advisors LLC | 294,338 | $28.06M | 0.1% | -10.3% | 0.074% | |
8/14/2025 | Pecaut & CO. | 152,191 | $14.51M | 4.8% | -1.2% | 0.038% | |
8/14/2025 | Qube Research & Technologies Ltd | 183,508 | $17.49M | 0.0% | -31.9% | 0.046% | |
8/14/2025 | Sentinus LLC | 8,840 | $843K | 0.2% | N/A | 0.002% | |
8/14/2025 | Acorn Wealth Advisors LLC | 3,890 | $371K | 0.1% | -5.0% | 0.001% | |
8/14/2025 | Prestige Wealth Management Group LLC | 1,273 | $121K | 0.0% | +10.4% | 0.000% | |
8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 1,578,456 | $150.46M | 5.8% | +10.8% | 0.395% | |
8/14/2025 | Obsidian Personal Planning Solutions LLC | 99,853 | $9.52M | 3.9% | +2.6% | 0.025% | |
8/14/2025 | Vertex Planning Partners LLC | 157,049 | $14.97M | 3.1% | +0.2% | 0.039% | |
8/14/2025 | BlackDiamond Wealth Management LLC | 3,220 | $304K | 0.2% | +8.4% | 0.001% | |
8/14/2025 | Cary Street Partners Financial LLC | 168,757 | $16.09M | 0.4% | -4.7% | 0.042% | |
8/14/2025 | Cerity Partners LLC | 77,056 | $7.35M | 0.0% | +10.0% | 0.019% | |
8/14/2025 | ESL Trust Services LLC | 640,595 | $61.06M | 12.5% | +2.5% | 0.160% | |
8/13/2025 | Gamco Investors INC. ET AL | 3,750 | $357K | 0.0% | N/A | 0.001% | |
8/13/2025 | Cary Street Partners Investment Advisory LLC | 53,789 | $5.13M | 2.5% | +13.6% | 0.013% | |
8/13/2025 | Victory Financial Group LLC | 12,091 | $1.15M | 0.2% | N/A | 0.003% | |
8/13/2025 | Idaho Trust Co | 75,517 | $7.20M | 2.6% | -3.5% | 0.019% | |
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8/13/2025 | Shepherd Financial Partners LLC | 385,186 | $36.72M | 3.9% | -3.7% | 0.096% | |
8/13/2025 | Rosenblum Silverman Sutton S F Inc. CA | 6,925 | $660K | 0.2% | +16.8% | 0.002% | |
8/13/2025 | Avestar Capital LLC | 151,573 | $14.45M | 1.0% | +25.2% | 0.038% | |
8/13/2025 | Financial & Tax Architects LLC | 3,520 | $336K | 0.1% | N/A | 0.001% | |
8/13/2025 | StoneX Group Inc. | 3,008 | $287K | 0.0% | N/A | 0.001% | |
8/13/2025 | Vance Wealth LLC | 26,677 | $2.54M | 0.9% | -8.2% | 0.007% | |
8/13/2025 | SageView Advisory Group LLC | 3,061 | $303K | 0.0% | -24.8% | 0.001% | |
8/13/2025 | Cresset Asset Management LLC | 20,735 | $1.98M | 0.0% | +32.3% | 0.005% | |
8/13/2025 | Gateway Wealth Partners LLC | 53,616 | $5.11M | 1.0% | +107.7% | 0.013% | |
8/13/2025 | SCS Capital Management LLC | 1,836,568 | $175.06M | 1.9% | +2.4% | 0.459% | |