8/29/2025 | Centaurus Financial Inc. | 35,003 | $865K | 0.1% | +25.9% | 0.042% | |
8/27/2025 | Orion Porfolio Solutions LLC | 55,708 | $1.38M | 0.0% | +23.0% | 0.067% | |
8/26/2025 | Thrivent Financial for Lutherans | 35,109 | $868K | 0.0% | +4.2% | 0.043% | |
8/20/2025 | Coppell Advisory Solutions LLC | 135,223 | $3.33M | 0.4% | +628.5% | 0.164% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 13,986 | $346K | 0.0% | N/A | 0.017% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 43,266 | $1.07M | 0.2% | N/A | 0.052% | |
8/19/2025 | Advisory Services Network LLC | 16,209 | $401K | 0.0% | +31.8% | 0.020% | |
8/18/2025 | Tyler Stone Wealth Management | 29,601 | $731K | 0.1% | +8.8% | 0.036% | |
8/18/2025 | Geneos Wealth Management Inc. | 3,044 | $75K | 0.0% | +18.8% | 0.004% | |
8/15/2025 | Asset Allocation Strategies LLC | 26,251 | $649K | 0.1% | N/A | 0.032% | |
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8/15/2025 | Visionary Wealth Advisors | 8,480 | $210K | 0.0% | N/A | 0.010% | |
8/15/2025 | Snowden Capital Advisors LLC | 134,011 | $3.31M | 0.1% | +2.5% | 0.162% | |
8/15/2025 | Orion Porfolio Solutions LLC | 55,708 | $1.38M | 0.0% | +23.0% | 0.067% | |
8/15/2025 | MML Investors Services LLC | 37,782 | $934K | 0.0% | -23.3% | 0.046% | |
8/15/2025 | Great Valley Advisor Group Inc. | 18,138 | $448K | 0.0% | +15.4% | 0.022% | |
8/15/2025 | Garden State Investment Advisory Services LLC | 30,511 | $754K | 0.2% | -5.3% | 0.037% | |
8/15/2025 | EP Wealth Advisors LLC | 9,650 | $238K | 0.0% | N/A | 0.012% | |
8/15/2025 | Benjamin Edwards Inc. | 9,620 | $238K | 0.0% | N/A | 0.012% | |
8/15/2025 | Bank of America Corp DE | 32,293 | $798K | 0.0% | -1.9% | 0.039% | |
8/14/2025 | Jane Street Group LLC | 17,163 | $424K | 0.0% | -84.5% | 0.021% | |
8/14/2025 | Ausdal Financial Partners Inc. | 64,656 | $1.60M | 0.1% | +1.7% | 0.078% | |
8/14/2025 | Raymond James Financial Inc. | 2,589,340 | $63.98M | 0.0% | +18.7% | 3.135% | |
8/14/2025 | Darwin Wealth Management LLC | 14,823 | $366K | 0.1% | N/A | 0.018% | |
8/14/2025 | Faithward Advisors LLC | 17,859 | $441K | 0.1% | +3.3% | 0.022% | |
8/14/2025 | NewEdge Advisors LLC | 167,898 | $4.15M | 0.0% | -19.5% | 0.203% | |
8/13/2025 | StoneX Group Inc. | 93,331 | $2.31M | 0.1% | +3.6% | 0.113% | |
8/13/2025 | Cresset Asset Management LLC | 9,198 | $227K | 0.0% | N/A | 0.011% | |
8/13/2025 | Gateway Wealth Partners LLC | 166,853 | $4.12M | 0.8% | +2.7% | 0.202% | |
8/13/2025 | First Trust Advisors LP | 27,782 | $686K | 0.0% | N/A | 0.034% | |
8/13/2025 | EverSource Wealth Advisors LLC | 33,125 | $819K | 0.0% | +14.3% | 0.040% | |
8/13/2025 | VestGen Advisors LLC | 534,906 | $13.22M | 0.5% | +9.7% | 0.648% | |
8/13/2025 | Level Four Advisory Services LLC | 14,186 | $351K | 0.0% | +11.0% | 0.017% | |
8/12/2025 | J.W. Cole Advisors Inc. | 118,014 | $2.92M | 0.1% | +34.0% | 0.143% | |
8/12/2025 | Resolute Wealth Strategies LLC | 49,043 | $1.21M | 0.6% | +11.6% | 0.059% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 105,675 | $2.61M | 0.0% | +23.1% | 0.128% | |
8/12/2025 | Insigneo Advisory Services LLC | 26,716 | $660K | 0.1% | +21.3% | 0.032% | |
8/12/2025 | CreativeOne Wealth LLC | 37,076 | $916K | 0.0% | -24.1% | 0.045% | |
8/11/2025 | Semus Wealth Partners LLC | 119,335 | $2.95M | 1.9% | +3.5% | 0.144% | |
8/11/2025 | Plotkin Financial Advisors LLC | 33,857 | $837K | 0.5% | +13.8% | 0.041% | |
8/8/2025 | Rockefeller Capital Management L.P. | 147,119 | $3.64M | 0.0% | +14.3% | 0.178% | |
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8/8/2025 | Kingsview Wealth Management LLC | 189,271 | $4.68M | 0.1% | +13.4% | 0.229% | |
8/8/2025 | Avantax Advisory Services Inc. | 179,318 | $4.43M | 0.0% | -1.4% | 0.217% | |
8/8/2025 | Cetera Investment Advisers | 1,521,561 | $37.60M | 0.1% | +11.7% | 1.842% | |
8/8/2025 | Cooper Capital Advisors LLC | 291,424 | $7.20M | 6.9% | N/A | 0.353% | |
8/8/2025 | Foundations Investment Advisors LLC | 17,081 | $422K | 0.0% | -72.7% | 0.021% | |
8/8/2025 | Prospect Financial Services LLC | 8,578 | $212K | 0.1% | N/A | 0.010% | |
8/8/2025 | Ignite Planners LLC | 10,169 | $252K | 0.0% | +11.0% | 0.012% | |
8/8/2025 | Good Life Advisors LLC | 296,484 | $7.33M | 0.5% | +11.7% | 0.359% | |
8/8/2025 | Comprehensive Financial Planning Inc. PA | 43,270 | $1.07M | 0.8% | +4.6% | 0.052% | |
8/7/2025 | Allworth Financial LP | 1,617 | $40K | 0.0% | N/A | 0.002% | |
8/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 318,232 | $7.86M | 0.7% | +8.2% | 0.385% | |
8/6/2025 | Prospera Financial Services Inc | 683,304 | $16.89M | 0.3% | +17.7% | 0.827% | |
8/6/2025 | AE Wealth Management LLC | 19,853 | $491K | 0.0% | +33.0% | 0.024% | |
8/6/2025 | Legacy Wealth Managment LLC ID | 27,523 | $680K | 0.4% | +33.4% | 0.033% | |
8/6/2025 | Walkner Condon Financial Advisors LLC | 9,750 | $241K | 0.0% | -26.7% | 0.012% | |
8/6/2025 | Centerpoint Advisory Group | 26,685 | $659K | 0.6% | N/A | 0.032% | |
8/6/2025 | Atlantic Union Bankshares Corp | 56,223 | $1.39M | 0.0% | N/A | 0.068% | |
8/6/2025 | Stonebridge Financial Planning Group LLC | 68,696 | $1.70M | 0.7% | +8.3% | 0.083% | |
8/6/2025 | TKG Advisors LLC | 19,579 | $484K | 0.2% | +10.7% | 0.024% | |
8/5/2025 | Atlas Wealth LLC | 113,306 | $2.83M | 1.0% | +0.7% | 0.137% | |
8/5/2025 | Milestone Asset Management LLC | 40,171 | $993K | 0.2% | +47.5% | 0.049% | |
8/5/2025 | Sigma Planning Corp | 33,504 | $828K | 0.0% | -50.7% | 0.041% | |
8/5/2025 | Atlas Private Wealth Advisors | 903,006 | $22.31M | 2.9% | +69.7% | 1.093% | |
8/5/2025 | Lifeworks Advisors LLC | 55,852 | $1.38M | 0.2% | -4.2% | 0.068% | |
8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 8,263 | $204K | 0.0% | N/A | 0.010% | |
8/4/2025 | IFG Advisory LLC | 17,146 | $424K | 0.0% | N/A | 0.021% | |
8/4/2025 | Pinnacle Associates Ltd. | 772,479 | $19.09M | 0.3% | +5.6% | 0.935% | |
8/4/2025 | Atria Investments Inc | 13,997 | $346K | 0.0% | -9.8% | 0.017% | |
8/4/2025 | Arkadios Wealth Advisors | 45,444 | $1.12M | 0.0% | +16.4% | 0.055% | |
8/4/2025 | Daymark Wealth Partners LLC | 22,340 | $552K | 0.0% | +149.7% | 0.027% | |
8/4/2025 | Northwest Financial Advisors | 8,516 | $210K | 0.3% | N/A | 0.010% | |
8/4/2025 | Econ Financial Services Corp | 62,530 | $1.55M | 0.8% | -6.0% | 0.076% | |
8/1/2025 | Delta Investment Management LLC | 79,777 | $1.97M | 0.4% | +11.0% | 0.097% | |
8/1/2025 | Envestnet Asset Management Inc. | 613,236 | $15.15M | 0.0% | -63.0% | 0.742% | |
8/1/2025 | Chilton Capital Management LLC | 27,862 | $688K | 0.0% | +1.8% | 0.034% | |
7/31/2025 | Moloney Securities Asset Management LLC | 58,620 | $1.45M | 0.2% | +3.7% | 0.071% | |
7/30/2025 | KPP Advisory Services LLC | 88,130 | $2.18M | 0.4% | +2.1% | 0.107% | |
7/30/2025 | Insight Advisors LLC PA | 44,394 | $1.10M | 0.2% | +2.7% | 0.054% | |
7/30/2025 | Prosperity Financial Group Inc. | 140,889 | $3.48M | 1.5% | +8.3% | 0.171% | |
7/30/2025 | Rehmann Capital Advisory Group | 97,702 | $2.41M | 0.1% | +11.1% | 0.118% | |
7/30/2025 | TFB Advisors LLC | 10,732 | $265K | 0.1% | N/A | 0.013% | |
7/30/2025 | Brookstone Capital Management | 62,875 | $1.55M | 0.0% | +44.4% | 0.076% | |
7/30/2025 | Retirement Planning Group LLC | 53,867 | $1.33M | 0.1% | +22.0% | 0.065% | |
7/30/2025 | D.A. Davidson & CO. | 98,553 | $2.44M | 0.0% | +7.7% | 0.119% | |
7/30/2025 | IMG Wealth Management Inc. | 2,253 | $56K | 0.0% | +31.4% | 0.003% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 32,757 | $809K | 0.0% | -7.8% | 0.040% | |
7/29/2025 | Stephens Inc. AR | 98,235 | $2.43M | 0.0% | +5.0% | 0.119% | |
7/29/2025 | Balboa Wealth Partners | 81,588 | $2.02M | 0.4% | +59.2% | 0.099% | |
7/29/2025 | International Assets Investment Management LLC | 52,300 | $1.29M | 0.1% | +20.6% | 0.063% | |
7/29/2025 | Stratos Wealth Partners LTD. | 163,639 | $4.04M | 0.1% | +591.6% | 0.198% | |
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7/29/2025 | Private Trust Co. NA | 24,036 | $594K | 0.1% | -3.0% | 0.029% | |
7/29/2025 | Kraft Davis & Associates LLC | 8,361 | $209K | 0.1% | N/A | 0.010% | |
7/28/2025 | Harbour Investments Inc. | 564,819 | $13.96M | 0.4% | +10.3% | 0.684% | |
7/28/2025 | RFG Advisory LLC | 134,626 | $3.33M | 0.1% | +46.4% | 0.163% | |
7/25/2025 | Atria Wealth Solutions Inc. | 82,162 | $2.03M | 0.0% | +3.6% | 0.099% | |
7/25/2025 | Hazlett Burt & Watson Inc. | 2,874 | $70K | 0.0% | +60.4% | 0.003% | |
7/25/2025 | Prostatis Group LLC | 161,224 | $3.98M | 1.1% | +11.3% | 0.195% | |
7/25/2025 | Second Half Financial Partners LLC | 634,190 | $15.67M | 7.4% | +2.2% | 0.768% | |
7/25/2025 | CWM LLC | 64,942 | $1.61M | 0.0% | +4.5% | 0.079% | |
7/25/2025 | Concurrent Investment Advisors LLC | 228,560 | $5.65M | 0.1% | +19.2% | 0.277% | |