8/20/2025 | Forefront Wealth Partners LLC | 13,578 | $1.89M | 1.3% | -1.8% | 0.066% | |
8/19/2025 | Advisory Services Network LLC | 3,242 | $461K | 0.0% | +10.3% | 0.016% | |
8/18/2025 | N.E.W. Advisory Services LLC | 4,125 | $574K | 0.1% | -19.9% | 0.020% | |
8/15/2025 | First Heartland Consultants Inc. | 77,445 | $10.77M | 1.0% | +6.8% | 0.375% | |
8/15/2025 | Equitable Holdings Inc. | 39,296 | $5.46M | 0.0% | +17.2% | 0.190% | |
8/15/2025 | Captrust Financial Advisors | 123,717 | $17.20M | 0.0% | +2.3% | 0.599% | |
8/15/2025 | Snowden Capital Advisors LLC | 57,502 | $7.99M | 0.2% | +4.4% | 0.278% | |
8/15/2025 | MML Investors Services LLC | 86,385 | $12.01M | 0.0% | +4.0% | 0.418% | |
8/15/2025 | Modern Wealth Management LLC | 58,705 | $8.16M | 0.2% | +672.4% | 0.284% | |
8/15/2025 | Benjamin Edwards Inc. | 29,532 | $4.11M | 0.1% | +63.4% | 0.143% | |
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8/15/2025 | Bank of America Corp DE | 1,193,672 | $165.94M | 0.0% | +5.4% | 5.780% | |
8/15/2025 | Ameriprise Financial Inc. | 314,059 | $43.63M | 0.0% | +3.7% | 1.521% | |
8/14/2025 | Jane Street Group LLC | 24,169 | $3.36M | 0.0% | -87.4% | 0.117% | |
8/14/2025 | Raymond James Financial Inc. | 328,446 | $45.66M | 0.0% | +9.1% | 1.591% | |
8/14/2025 | FWL Investment Management LLC | 2,567 | $357K | 0.1% | +7.1% | 0.012% | |
8/14/2025 | NewEdge Advisors LLC | 11,775 | $1.64M | 0.0% | -37.7% | 0.057% | |
8/14/2025 | Sentinus LLC | 5,195 | $722K | 0.2% | -7.8% | 0.025% | |
8/13/2025 | Per Stirling Capital Management LLC. | 4,107 | $571K | 0.1% | -8.0% | 0.020% | |
8/13/2025 | Seaview Investment Managers LLC | 9,249 | $1.29M | 0.3% | -9.4% | 0.045% | |
8/13/2025 | Cresset Asset Management LLC | 1,724 | $240K | 0.0% | -21.0% | 0.008% | |
8/13/2025 | Proactive Wealth Strategies LLC | 4,048 | $563K | 0.3% | -20.3% | 0.020% | |
8/13/2025 | Gateway Wealth Partners LLC | 3,003 | $417K | 0.1% | -9.0% | 0.015% | |
8/13/2025 | Baird Financial Group Inc. | 3,939 | $548K | 0.0% | -3.1% | 0.019% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 380 | $55K | 0.0% | N/A | 0.002% | |
8/13/2025 | WCG Wealth Advisors LLC | 20,048 | $2.79M | 0.2% | +40.5% | 0.097% | |
8/13/2025 | Smith Moore & CO. | 1,465 | $204K | 0.0% | N/A | 0.007% | |
8/13/2025 | Stablepoint Partners LLC | 1,591 | $221K | 0.0% | N/A | 0.008% | |
8/13/2025 | Scotia Capital Inc. | 3,464 | $482K | 0.0% | +8.0% | 0.017% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 20,381 | $2.83M | 0.0% | +1,385.5% | 0.099% | |
8/12/2025 | J.W. Cole Advisors Inc. | 3,436 | $478K | 0.0% | N/A | 0.017% | |
8/12/2025 | Financial Advocates Investment Management | 1,753 | $244K | 0.0% | -7.2% | 0.008% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 17,195 | $2.39M | 0.0% | +3.4% | 0.083% | |
8/12/2025 | CreativeOne Wealth LLC | 3,556 | $494K | 0.0% | +82.3% | 0.017% | |
8/12/2025 | Ameritas Investment Partners Inc. | 1,221 | $170K | 0.0% | +77.0% | 0.006% | |
8/12/2025 | Global Retirement Partners LLC | 1,615 | $225K | 0.0% | N/A | 0.008% | |
8/12/2025 | Quantum Private Wealth LLC | 3,748 | $521K | 0.2% | N/A | 0.018% | |
8/12/2025 | WealthBridge Capital Management LLC | 29,626 | $4.12M | 1.0% | +9.7% | 0.143% | |
8/12/2025 | Journey Strategic Wealth LLC | 4,151 | $577K | 0.0% | -4.0% | 0.020% | |
8/12/2025 | JPMorgan Chase & Co. | 14,375 | $2.00M | 0.0% | +5,283.9% | 0.070% | |
8/12/2025 | SKY Mountain Capital Management Inc. | 34,814 | $4.97M | 3.3% | N/A | 0.169% | |
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8/11/2025 | ARS Investment Partners LLC | 9,784 | $1.36M | 0.1% | N/A | 0.047% | |
8/11/2025 | Perennial Investment Advisors LLC | 2,529 | $352K | 0.0% | +14.0% | 0.012% | |
8/11/2025 | United Advisor Group LLC | 5,632 | $783K | 0.1% | +1.9% | 0.027% | |
8/11/2025 | Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management | 133,000 | $18.49M | 2.8% | +2.3% | 0.644% | |
8/8/2025 | Kingsview Wealth Management LLC | 15,436 | $2.15M | 0.0% | +6.7% | 0.075% | |
8/8/2025 | Hedeker Wealth LLC | 12,429 | $1.73M | 0.4% | +9.2% | 0.060% | |
8/8/2025 | Collaborative Wealth Managment Inc. | 2,621 | $364K | 0.2% | -31.6% | 0.013% | |
8/8/2025 | Avantax Advisory Services Inc. | 33,558 | $4.67M | 0.0% | +7.2% | 0.163% | |
8/8/2025 | Cetera Investment Advisers | 88,243 | $12.27M | 0.0% | +7.2% | 0.427% | |
8/8/2025 | Flaharty Asset Management LLC | 13,631 | $1.90M | 0.4% | -8.8% | 0.066% | |
8/8/2025 | Creative Planning | 2,128 | $296K | 0.0% | +4.3% | 0.010% | |
8/8/2025 | Foundations Investment Advisors LLC | 1,683 | $234K | 0.0% | -5.9% | 0.008% | |
8/8/2025 | Intrua Financial LLC | 1,600 | $222K | 0.0% | N/A | 0.008% | |
8/8/2025 | Good Life Advisors LLC | 12,782 | $1.78M | 0.1% | +65.9% | 0.062% | |
8/7/2025 | PCG Wealth Advisors LLC | 21,591 | $3.00M | 1.5% | -9.9% | 0.105% | |
8/7/2025 | Allworth Financial LP | 550 | $77K | 0.0% | -28.3% | 0.003% | |
8/7/2025 | Rathbones Group PLC | 17,262 | $2.40M | 0.0% | +0.4% | 0.084% | |
8/6/2025 | Prospera Financial Services Inc | 9,006 | $1.26M | 0.0% | +28.6% | 0.044% | |
8/6/2025 | AE Wealth Management LLC | 8,244 | $1.15M | 0.0% | -14.6% | 0.040% | |
8/6/2025 | Legacy Wealth Managment LLC ID | 3,747 | $521K | 0.3% | +31.7% | 0.018% | |
8/6/2025 | Walkner Condon Financial Advisors LLC | 4,013 | $558K | 0.1% | -2.8% | 0.019% | |
8/6/2025 | Sound Financial Strategies Group LLC | 10,714 | $1.49M | 1.3% | -3.8% | 0.052% | |
8/6/2025 | Black Swift Group LLC | 48,187 | $6.70M | 1.4% | +12.8% | 0.233% | |
8/5/2025 | Transatlantique Private Wealth LLC | 2,957 | $411K | 0.2% | +9.5% | 0.014% | |
8/5/2025 | Intellectus Partners LLC | 3,941 | $548K | 0.1% | +66.1% | 0.019% | |
8/5/2025 | Sigma Planning Corp | 12,234 | $1.70M | 0.1% | +5.6% | 0.059% | |
8/5/2025 | Meixler Investment Management Ltd. | 4,987 | $693K | 0.5% | +50.4% | 0.024% | |
8/5/2025 | Strategic Financial Concepts LLC | 2,526 | $351K | 0.0% | -50.7% | 0.012% | |
8/5/2025 | American Institute for Advanced Investment Management LLP | 26,540 | $3.69M | 2.5% | +14.3% | 0.129% | |
8/4/2025 | Cottage Street Advisors LLC | 4,974 | $692K | 0.4% | +4.4% | 0.024% | |
8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 16,025 | $2.23M | 0.3% | +54.0% | 0.078% | |
8/4/2025 | Kovack Advisors Inc. | 1,944 | $270K | 0.0% | -4.4% | 0.009% | |
8/4/2025 | IFG Advisory LLC | 3,838 | $534K | 0.0% | +3.6% | 0.019% | |
8/4/2025 | Mesirow Financial Investment Management Inc. | 7,777 | $1.08M | 0.0% | +24.3% | 0.038% | |
8/4/2025 | One Day In July LLC | 1,561 | $217K | 0.0% | N/A | 0.008% | |
8/4/2025 | Atria Investments Inc | 1,486 | $207K | 0.0% | N/A | 0.007% | |
8/4/2025 | Assetmark Inc. | 26,863 | $3.73M | 0.0% | +5.9% | 0.130% | |
8/4/2025 | Flagship Harbor Advisors LLC | 6,767 | $941K | 0.0% | -1.1% | 0.033% | |
8/4/2025 | Daymark Wealth Partners LLC | 3,633 | $505K | 0.0% | +9.7% | 0.018% | |
8/4/2025 | Northwest Financial Advisors | 1,721 | $239K | 0.3% | -16.3% | 0.008% | |
8/1/2025 | Corrado Advisors LLC | 12,030 | $1.67M | 1.0% | +6.8% | 0.059% | |
8/1/2025 | Envestnet Asset Management Inc. | 66,115 | $9.19M | 0.0% | +2.6% | 0.322% | |
7/31/2025 | Stegent Equity Advisors Inc. | 11,443 | $1.59M | 1.4% | -2.3% | 0.056% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 2,528 | $351K | 0.0% | N/A | 0.012% | |
7/31/2025 | Money Design Co. Ltd. | 18,740 | $2.61M | 0.1% | -16.4% | 0.092% | |
7/30/2025 | Strategic Blueprint LLC | 1,883 | $262K | 0.0% | N/A | 0.009% | |
7/30/2025 | Principle Wealth Partners LLC | 2,458 | $342K | 0.0% | -3.8% | 0.012% | |
7/30/2025 | Prosperity Financial Group Inc. | 5,445 | $757K | 0.3% | +7.6% | 0.027% | |
7/30/2025 | TFB Advisors LLC | 1,554 | $216K | 0.1% | N/A | 0.008% | |
7/30/2025 | D.A. Davidson & CO. | 9,918 | $1.38M | 0.0% | +79.9% | 0.048% | |
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7/30/2025 | Clune & Associates LTD. | 1,859 | $258K | 0.1% | -9.9% | 0.009% | |
7/30/2025 | Bogart Wealth LLC | 27,569 | $3.83M | 0.2% | +7.2% | 0.135% | |
7/30/2025 | Crewe Advisors LLC | 275 | $38K | 0.0% | +175.0% | 0.001% | |
7/29/2025 | International Assets Investment Management LLC | 14,696 | $2.04M | 0.1% | +68.2% | 0.072% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 3,433 | $477K | 0.0% | N/A | 0.017% | |
7/29/2025 | Manchester Financial Inc. | 42,575 | $5.92M | 1.2% | -1.5% | 0.208% | |
7/29/2025 | Stratos Wealth Partners LTD. | 16,816 | $2.34M | 0.0% | +17.4% | 0.082% | |
7/29/2025 | Kraft Davis & Associates LLC | 2,604 | $375K | 0.1% | -11.6% | 0.013% | |
7/28/2025 | Wealthspan Partners LLC | 3,269 | $454K | 0.2% | +25.6% | 0.016% | |
7/28/2025 | Harbour Investments Inc. | 9,467 | $1.32M | 0.0% | +2.6% | 0.046% | |