10/10/2025 | Marion Wealth Management | 54,479 | $16.01M | 3.8% | -1.3% | 0.087% | |
10/10/2025 | Fifth Third Securities Inc. | 25,252 | $7.42M | 0.5% | +4.6% | 0.041% | |
10/10/2025 | Sound Income Strategies LLC | 18,750 | $5.55M | 0.3% | +77.9% | 0.030% | |
10/10/2025 | Sara Bay Financial | 1,131 | $332K | 0.1% | N/A | 0.002% | |
10/10/2025 | FC Advisory LLC | 5,261 | $1.55M | 0.5% | +4.8% | 0.008% | |
10/10/2025 | Flputnam Investment Management Co. | 1,788 | $525K | 0.0% | -16.1% | 0.003% | |
10/10/2025 | Congress Asset Management Co. | 4,273 | $1.26M | 0.0% | -7.6% | 0.007% | |
10/10/2025 | Lionshead Wealth Management LLC | 7,119 | $2.10M | 1.7% | +32.0% | 0.011% | |
10/10/2025 | Falcon Wealth Planning | 5,616 | $1.65M | 0.1% | -10.1% | 0.009% | |
10/10/2025 | Abound Wealth Management | 167 | $49K | 0.0% | -20.5% | 0.000% | |
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10/10/2025 | Signal Advisors Wealth LLC | 2,648 | $778K | 0.1% | +32.1% | 0.004% | |
10/9/2025 | Bartlett & CO. Wealth Management LLC | 635 | $187K | 0.0% | -35.3% | 0.001% | |
10/9/2025 | IVC Wealth Advisors LLC | 22,798 | $6.70M | 3.0% | -0.4% | 0.037% | |
10/9/2025 | Compton Wealth Advisory Group LLC | 46,545 | $13.67M | 3.2% | -0.8% | 0.075% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 3,088 | $907K | 0.0% | +13.4% | 0.005% | |
10/9/2025 | Waller Financial Planning Group Inc. | 3,809 | $1.12M | 0.3% | -2.8% | 0.006% | |
10/9/2025 | Redhawk Wealth Advisors Inc. | 5,416 | $1.59M | 0.2% | +17.2% | 0.009% | |
10/9/2025 | Richard P Slaughter Associates Inc | 6,703 | $1.97M | 0.4% | -9.2% | 0.011% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 12,017 | $3.53M | 0.1% | +6.7% | 0.019% | |
10/9/2025 | Eclectic Associates Inc. ADV | 18,542 | $5.45M | 1.0% | -5.7% | 0.030% | |
10/9/2025 | Chapin Davis Inc. | 1,321 | $388K | 0.1% | +5.6% | 0.002% | |
10/9/2025 | Prosperity Planning Inc. | 32,296 | $9.49M | 2.6% | -0.2% | 0.052% | |
10/9/2025 | Peterson Wealth Advisors LLC | 1,099 | $323K | 0.0% | +8.8% | 0.002% | |
10/8/2025 | Genesis Private Wealth LLC | 21,308 | $6.26M | 2.6% | +0.7% | 0.034% | |
10/8/2025 | Hilltop National Bank | 5,531 | $1.63M | 0.4% | +0.7% | 0.009% | |
10/8/2025 | Kwmg LLC | 135,832 | $39.91M | 3.5% | +1.5% | 0.218% | |
10/8/2025 | Wedmont Private Capital | 13,029 | $3.83M | 0.1% | +15.2% | 0.021% | |
10/8/2025 | Balefire LLC | 1,267 | $372K | 0.1% | +9.6% | 0.002% | |
10/8/2025 | Accel Wealth Management | 4,178 | $1.23M | 0.4% | +68.8% | 0.007% | |
10/7/2025 | Stephens Group Asset Management LLC | 447,765 | $131.55M | 8.9% | +17.8% | 0.719% | |
10/7/2025 | Salem Investment Counselors Inc. | 4,307 | $1.27M | 0.0% | +38.0% | 0.007% | |
10/7/2025 | Nova Wealth Management Inc. | 4,300 | $1.26M | 0.9% | +112.8% | 0.007% | |
10/6/2025 | Destiny Wealth Partners LLC | 15,867 | $4.66M | 0.6% | -7.2% | 0.025% | |
10/6/2025 | Orgel Wealth Management LLC | 219,453 | $64.47M | 1.5% | -0.7% | 0.352% | |
10/6/2025 | Steph & Co. | 12,605 | $3.70M | 1.1% | -0.4% | 0.020% | |
10/6/2025 | Collective Family Office LLC | 4,922 | $1.45M | 0.3% | +6.7% | 0.008% | |
10/6/2025 | Moller Wealth Partners | 3,276 | $963K | 0.2% | -1.8% | 0.005% | |
10/6/2025 | Baring Financial LLC | 14,729 | $4.33M | 2.9% | +4.4% | 0.024% | |
10/6/2025 | Venture Visionary Partners LLC | 7,548 | $2.22M | 0.1% | -10.6% | 0.012% | |
10/1/2025 | BancFirst Trust & Investment Management | 696 | $204K | 0.1% | N/A | 0.001% | |
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9/26/2025 | Corient Private Wealth LLC | 18,870 | $5.37M | 0.0% | +10.5% | 0.031% | |
9/22/2025 | Caldwell Trust Co | 1,201 | $342K | 0.0% | N/A | 0.002% | |
9/19/2025 | Base Wealth Management LLC | 7,345 | $2.09M | 1.3% | +14.8% | 0.012% | |
9/9/2025 | NWF Advisory Services Inc. | 1,145 | $326K | 0.0% | N/A | 0.002% | |
9/4/2025 | Reynders McVeigh Capital Management LLC | 1,610 | $458K | 0.0% | -22.7% | 0.003% | |
9/4/2025 | Osaic Holdings Inc. | 336,851 | $88.47M | 0.2% | +191.2% | 0.555% | |
9/3/2025 | Q3 Asset Management | 15,151 | $4.31M | 1.5% | -62.5% | 0.025% | |
9/3/2025 | American Trust | 1,192 | $339K | 0.0% | N/A | 0.002% | |
8/29/2025 | Centaurus Financial Inc. | 1,584 | $450K | 0.0% | -25.4% | 0.003% | |
8/28/2025 | Prospera Capital Management LLC | 723 | $206K | 0.1% | N/A | 0.001% | |
8/27/2025 | Orion Porfolio Solutions LLC | 5,178 | $1.47M | 0.0% | -19.7% | 0.009% | |
8/26/2025 | Zeit Capital LLC | 22,125 | $6.29M | 4.5% | +0.4% | 0.036% | |
8/26/2025 | Thrivent Financial for Lutherans | 20,074 | $5.71M | 0.0% | +5.3% | 0.033% | |
8/25/2025 | Silverlake Wealth Management LLC | 3,845 | $1.09M | 0.3% | +11.2% | 0.006% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 2,072 | $589K | 0.0% | N/A | 0.003% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 24,675 | $7.02M | 1.1% | +17.8% | 0.041% | |
8/19/2025 | Advisory Services Network LLC | 7,354 | $2.14M | 0.0% | +6.0% | 0.012% | |
8/19/2025 | Anchor Investment Management LLC | 2,035 | $579K | 0.1% | +3.5% | 0.003% | |
8/18/2025 | N.E.W. Advisory Services LLC | 1,688 | $480K | 0.0% | -14.0% | 0.003% | |
8/18/2025 | Geneos Wealth Management Inc. | 7,751 | $2.20M | 0.1% | +36.1% | 0.013% | |
8/15/2025 | Strategic Investment Advisors MI | 51,291 | $14.61M | 1.4% | +9.3% | 0.085% | |
8/15/2025 | Howland Capital Management LLC | 1,175 | $335K | 0.0% | -11.3% | 0.002% | |
8/15/2025 | Semmax Financial Advisors Inc. | 228 | $65K | 0.0% | N/A | 0.000% | |
8/15/2025 | Corient Private Wealth LLC | 37,736 | $10.75M | 0.0% | +121.0% | 0.062% | |
8/15/2025 | Equitable Holdings Inc. | 180,588 | $51.36M | 0.4% | -3.4% | 0.298% | |
8/15/2025 | Florida Financial Advisors LLC | 1,603 | $456K | 0.2% | +18.0% | 0.003% | |
8/15/2025 | Captrust Financial Advisors | 47,151 | $13.41M | 0.0% | -1.5% | 0.078% | |
8/15/2025 | Keel Point LLC | 14,169 | $4.03M | 0.3% | +0.5% | 0.023% | |
8/15/2025 | Cooksen Wealth LLC | 10,176 | $2.89M | 2.3% | -5.8% | 0.017% | |
8/15/2025 | Visionary Wealth Advisors | 8,141 | $2.32M | 0.1% | +3.6% | 0.013% | |
8/15/2025 | Tidal Investments LLC | 42,027 | $11.95M | 0.1% | +34.9% | 0.069% | |
8/15/2025 | Smartleaf Asset Management LLC | 3,287 | $928K | 0.1% | -32.7% | 0.005% | |
8/15/2025 | Redwood Investment Management LLC | 8,755 | $2.49M | 0.3% | +27.0% | 0.014% | |
8/15/2025 | Orion Porfolio Solutions LLC | 5,178 | $1.47M | 0.0% | -19.7% | 0.009% | |
8/15/2025 | MML Investors Services LLC | 151,479 | $43.08M | 0.1% | -2.3% | 0.250% | |
8/15/2025 | IHT Wealth Management LLC | 5,324 | $1.51M | 0.0% | +5.0% | 0.009% | |
8/15/2025 | Great Valley Advisor Group Inc. | 13,276 | $3.78M | 0.1% | +4.1% | 0.022% | |
8/15/2025 | Garden State Investment Advisory Services LLC | 981 | $279K | 0.1% | N/A | 0.002% | |
8/15/2025 | Elevatus Welath Management | 838 | $238K | 0.1% | -36.9% | 0.001% | |
8/15/2025 | EP Wealth Advisors LLC | 1,229,552 | $349.67M | 2.3% | +15.8% | 2.027% | |
8/15/2025 | Curi Capital LLC | 1,764 | $502K | 0.0% | N/A | 0.003% | |
8/15/2025 | Benjamin Edwards Inc. | 103,550 | $29.45M | 0.4% | +2.3% | 0.171% | |
8/15/2025 | BNP Paribas Financial Markets | 173,203 | $49.26M | 0.0% | +10.1% | 0.286% | |
8/15/2025 | Bishop & Co Investment Management LLC | 1,952 | $555K | 0.2% | +49.2% | 0.003% | |
8/15/2025 | Bank of America Corp DE | 2,001,939 | $569.33M | 0.0% | -1.3% | 3.300% | |
8/15/2025 | Ameriprise Financial Inc. | 294,253 | $83.63M | 0.0% | -8.2% | 0.485% | |
8/14/2025 | Connecticut Wealth Management LLC | 39,020 | $11.10M | 0.5% | -1.1% | 0.064% | |
8/14/2025 | Strategic Wealth Investment Group LLC | 278 | $79K | 0.1% | N/A | 0.000% | |
8/14/2025 | Jane Street Group LLC | 5,613 | $1.60M | 0.0% | N/A | 0.009% | |
8/14/2025 | Bragg Financial Advisors Inc | 103,948 | $29.56M | 1.1% | +0.9% | 0.171% | |
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8/14/2025 | Ausdal Financial Partners Inc. | 16,073 | $4.57M | 0.3% | -5.1% | 0.026% | |
8/14/2025 | Raymond James Financial Inc. | 391,079 | $111.22M | 0.0% | +5.2% | 0.645% | |
8/14/2025 | Transamerica Financial Advisors LLC | 31,117 | $8.85M | 0.8% | +5.2% | 0.051% | |
8/14/2025 | Keystone Financial Services LLC | 2,138 | $608K | 0.5% | -3.1% | 0.004% | |
8/14/2025 | Betterment LLC | 82,993 | $23.60M | 0.1% | +4.0% | 0.137% | |
8/14/2025 | Quantinno Capital Management LP | 1,630 | $464K | 0.0% | N/A | 0.003% | |
8/14/2025 | Diversify Wealth Management LLC | 733 | $210K | 0.0% | N/A | 0.001% | |
8/14/2025 | Peapack Gladstone Financial Corp | 1,340 | $381K | 0.0% | +28.8% | 0.002% | |
8/14/2025 | Operose Advisors LLC | 39,009 | $11.09M | 3.1% | -0.8% | 0.064% | |
8/14/2025 | Main Street Financial Solutions LLC | 8,736 | $2.48M | 0.2% | -0.5% | 0.014% | |