8/22/2025 | Carter Financial Group INC. | 172,505 | $7.34M | 4.8% | N/A | 0.156% | |
8/19/2025 | Advisory Services Network LLC | 49,773 | $2.13M | 0.0% | +128.8% | 0.045% | |
8/19/2025 | Hohimer Wealth Management LLC | 8,109 | $345K | 0.1% | -11.0% | 0.007% | |
8/15/2025 | Asset Allocation Strategies LLC | 5,826 | $248K | 0.0% | +5.2% | 0.005% | |
8/15/2025 | Equitable Holdings Inc. | 148,456 | $6.32M | 0.1% | +16.0% | 0.135% | |
8/15/2025 | Captrust Financial Advisors | 11,254 | $479K | 0.0% | +18.1% | 0.010% | |
8/15/2025 | WFA of San Diego LLC | 5,217 | $222K | 0.2% | N/A | 0.005% | |
8/15/2025 | Visionary Wealth Advisors | 228,207 | $9.71M | 0.5% | +3.4% | 0.207% | |
8/15/2025 | Talisman Wealth Advisors LLC | 5,959 | $254K | 0.2% | N/A | 0.005% | |
8/15/2025 | Snowden Capital Advisors LLC | 96,459 | $4.10M | 0.1% | +10.2% | 0.087% | |
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8/15/2025 | Orion Porfolio Solutions LLC | 7,871 | $335K | 0.0% | +5.2% | 0.007% | |
8/15/2025 | MML Investors Services LLC | 281,149 | $11.96M | 0.0% | +7.4% | 0.255% | |
8/15/2025 | Modern Wealth Management LLC | 374,321 | $15.93M | 0.4% | -4.0% | 0.340% | |
8/15/2025 | IHT Wealth Management LLC | 4,835 | $206K | 0.0% | N/A | 0.004% | |
8/15/2025 | Great Valley Advisor Group Inc. | 159,457 | $6.79M | 0.2% | -1.5% | 0.145% | |
8/15/2025 | Benjamin Edwards Inc. | 267,054 | $11.36M | 0.1% | +4.8% | 0.242% | |
8/15/2025 | Bank of America Corp DE | 139,967 | $5.96M | 0.0% | +30.0% | 0.127% | |
8/15/2025 | Ameriprise Financial Inc. | 7,377 | $314K | 0.0% | N/A | 0.007% | |
8/14/2025 | White Knight Strategic Wealth Advisors LLC | 13,477 | $573K | 0.5% | +14.7% | 0.012% | |
8/14/2025 | MGB Wealth Management LLC | 76,855 | $3.27M | 1.1% | -1.4% | 0.070% | |
8/14/2025 | Ausdal Financial Partners Inc. | 114,886 | $4.89M | 0.3% | +20.8% | 0.104% | |
8/14/2025 | NCM Capital Management LLC | 299,115 | $12.73M | 5.2% | +3.9% | 0.271% | |
8/14/2025 | Raymond James Financial Inc. | 14,411,863 | $613.23M | 0.2% | -0.8% | 13.072% | |
8/14/2025 | NewEdge Advisors LLC | 362,453 | $15.42M | 0.1% | +4.7% | 0.329% | |
8/14/2025 | Qube Research & Technologies Ltd | 46,899 | $2.00M | 0.0% | +5,278.3% | 0.043% | |
8/14/2025 | L2 Asset Management LLC | 27,191 | $1.16M | 0.2% | N/A | 0.025% | |
8/14/2025 | Cary Street Partners Financial LLC | 339,637 | $14.45M | 0.4% | +6.8% | 0.308% | |
8/14/2025 | Cerity Partners LLC | 8,673 | $370K | 0.0% | +8.1% | 0.008% | |
8/13/2025 | Victory Financial Group LLC | 138,402 | $5.89M | 0.9% | +19.9% | 0.126% | |
8/13/2025 | Proactive Wealth Strategies LLC | 5,105 | $217K | 0.1% | N/A | 0.005% | |
8/13/2025 | Gateway Wealth Partners LLC | 24,832 | $1.06M | 0.2% | -6.9% | 0.023% | |
8/13/2025 | EverSource Wealth Advisors LLC | 92,491 | $3.94M | 0.2% | +7.7% | 0.084% | |
8/13/2025 | Van Hulzen Asset Management LLC | 11,351 | $483K | 0.0% | N/A | 0.010% | |
8/13/2025 | Smith Moore & CO. | 44,167 | $1.88M | 0.2% | +5.0% | 0.040% | |
8/13/2025 | Sepio Capital LP | 6,088 | $259K | 0.0% | +7.4% | 0.006% | |
8/13/2025 | VestGen Advisors LLC | 27,730 | $1.18M | 0.0% | -4.6% | 0.025% | |
8/13/2025 | Lido Advisors LLC | 18,050 | $768K | 0.0% | +30.4% | 0.016% | |
8/13/2025 | Level Four Advisory Services LLC | 88,343 | $3.76M | 0.1% | +17.0% | 0.080% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 9,601 | $409K | 0.0% | +33.8% | 0.009% | |
8/13/2025 | Mayfair Advisory Group LLC | 5,591 | $240K | 0.1% | N/A | 0.005% | |
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8/13/2025 | Choreo LLC | 47,092 | $2.00M | 0.0% | +14.4% | 0.043% | |
8/12/2025 | J.W. Cole Advisors Inc. | 19,182 | $816K | 0.0% | +7.0% | 0.017% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 890,916 | $37.91M | 0.3% | +12.1% | 0.808% | |
8/12/2025 | Global Retirement Partners LLC | 11,578 | $493K | 0.0% | N/A | 0.011% | |
8/12/2025 | Jefferies Financial Group Inc. | 31,075 | $1.32M | 0.0% | N/A | 0.028% | |
8/12/2025 | Centric Wealth Management | 70,973 | $3.05M | 0.7% | +6.7% | 0.064% | |
8/12/2025 | Barnes Pettey Financial Advisors LLC | 120,467 | $5.13M | 3.4% | +7.3% | 0.109% | |
8/12/2025 | Meridian Wealth Advisors LLC | 63,404 | $2.70M | 0.4% | -4.5% | 0.058% | |
8/12/2025 | JPMorgan Chase & Co. | 39,062 | $1.66M | 0.0% | +18.6% | 0.035% | |
8/11/2025 | Stonebrook Private Inc. | 120,128 | $5.11M | 1.2% | -4.5% | 0.110% | |
8/11/2025 | Semus Wealth Partners LLC | 33,490 | $1.43M | 0.9% | +0.9% | 0.031% | |
8/11/2025 | United Advisor Group LLC | 46,408 | $1.98M | 0.3% | +24.6% | 0.042% | |
8/11/2025 | Capital Square LLC | 70,212 | $3.00M | 1.6% | +124.7% | 0.064% | |
8/11/2025 | Farrow Financial Inc. | 112,419 | $4.78M | 2.9% | +1.5% | 0.103% | |
8/11/2025 | Plotkin Financial Advisors LLC | 60,383 | $2.57M | 1.4% | +1.6% | 0.055% | |
8/8/2025 | MTM Investment Management LLC | 170,928 | $7.27M | 2.4% | +5.8% | 0.156% | |
8/8/2025 | Rockefeller Capital Management L.P. | 81,354 | $3.46M | 0.0% | +11.2% | 0.074% | |
8/8/2025 | Avantax Advisory Services Inc. | 78,092 | $3.32M | 0.0% | +4.3% | 0.071% | |
8/8/2025 | Thoroughbred Financial Services LLC | 78,201 | $3.33M | 0.2% | +32.0% | 0.072% | |
8/8/2025 | Cetera Investment Advisers | 554,785 | $23.61M | 0.0% | +3.6% | 0.508% | |
8/8/2025 | Creative Planning | 10,295 | $438K | 0.0% | N/A | 0.009% | |
8/8/2025 | WealthShield Partners LLC | 6,377 | $271K | 0.0% | -3.6% | 0.006% | |
8/8/2025 | Meridian Wealth Management LLC | 31,325 | $1.33M | 0.1% | +5.0% | 0.029% | |
8/8/2025 | CFO4Life Group LLC | 31,022 | $1.32M | 0.2% | +6.6% | 0.028% | |
8/8/2025 | Phoenix Wealth Advisors | 192,203 | $8.18M | 3.4% | -1.5% | 0.176% | |
8/8/2025 | Hibernia Wealth Partners LLC | 830,912 | $35.36M | 11.4% | +103.8% | 0.760% | |
8/8/2025 | Wiser Advisor Group LLC | 14,040 | $597K | 1.0% | +8.8% | 0.013% | |
8/8/2025 | PNC Financial Services Group Inc. | 6,853 | $292K | 0.0% | -9.9% | 0.006% | |
8/7/2025 | Avalon Capital Management | 92,596 | $3.94M | 1.1% | +1.2% | 0.085% | |
8/7/2025 | Vise Technologies Inc. | 202,083 | $8.60M | 0.4% | N/A | 0.185% | |
8/7/2025 | Allworth Financial LP | 43,844 | $1.87M | 0.0% | -12.7% | 0.040% | |
8/7/2025 | PFG Advisors | 69,849 | $2.97M | 0.1% | -4.1% | 0.064% | |
8/7/2025 | Parkside Financial Bank & Trust | 1,162 | $49K | 0.0% | N/A | 0.001% | |
8/6/2025 | Prospera Financial Services Inc | 41,787 | $1.78M | 0.0% | +5.3% | 0.038% | |
8/6/2025 | Capasso Planning Partners LLC | 21,740 | $925K | 0.5% | -25.5% | 0.020% | |
8/6/2025 | OneAscent Wealth Management LLC | 12,227 | $520K | 0.2% | N/A | 0.011% | |
8/6/2025 | Souders Financial Advisors | 222,231 | $9.46M | 1.2% | +2.4% | 0.203% | |
8/5/2025 | Arrowroot Family Office LLC | 7,241 | $308K | 0.1% | N/A | 0.007% | |
8/5/2025 | Atlas Wealth LLC | 7,503 | $321K | 0.1% | +13.0% | 0.007% | |
8/5/2025 | Simplex Trading LLC | 1,345 | $57K | 0.0% | +934.6% | 0.001% | |
8/5/2025 | Bank of New York Mellon Corp | 281,490 | $11.98M | 0.0% | -1.4% | 0.258% | |
8/5/2025 | Bank of Montreal Can | 5,454 | $232K | 0.0% | +4.9% | 0.005% | |
8/5/2025 | Carson Advisory Inc. | 24,365 | $1.04M | 0.7% | +1.9% | 0.022% | |
8/5/2025 | Strategic Financial Concepts LLC | 5,519 | $235K | 0.0% | -79.7% | 0.005% | |
8/4/2025 | NBZ Investment Advisors LLC | 463,733 | $19.73M | 11.2% | +1.5% | 0.424% | |
8/4/2025 | Integrity Alliance LLC. | 9,856 | $419K | 0.0% | +30.9% | 0.009% | |
8/4/2025 | Kovack Advisors Inc. | 11,734 | $499K | 0.0% | -33.5% | 0.011% | |
8/4/2025 | Mesirow Financial Investment Management Inc. | 167,078 | $7.11M | 0.1% | +17.7% | 0.153% | |
8/4/2025 | Atria Investments Inc | 24,986 | $1.06M | 0.0% | +4.3% | 0.023% | |
8/4/2025 | Noesis Capital Mangement Corp | 73,823 | $3.14M | 0.5% | -4.6% | 0.068% | |
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8/4/2025 | Spire Wealth Management | 45,156 | $1.92M | 0.1% | -36.2% | 0.041% | |
8/4/2025 | World Investment Advisors | 27,319 | $1.16M | 0.0% | +1.3% | 0.025% | |
8/4/2025 | Northwest Financial Advisors | 44,045 | $1.87M | 2.6% | +11.7% | 0.040% | |
8/4/2025 | Mayflower Financial Advisors LLC | 16,638 | $708K | 0.1% | -5.2% | 0.015% | |
8/1/2025 | Pasadena Private Wealth LLC | 34,397 | $1.46M | 0.3% | -86.7% | 0.031% | |
8/1/2025 | Signature Wealth Management Group | 105,922 | $4.51M | 1.8% | -0.9% | 0.096% | |
8/1/2025 | Envestnet Asset Management Inc. | 2,092,562 | $89.04M | 0.0% | +56.4% | 1.898% | |
7/31/2025 | Wealthfront Advisers LLC | 18,417 | $784K | 0.0% | +20.7% | 0.017% | |
7/31/2025 | Ranch Capital Advisors Inc. | 87,737 | $3.73M | 1.6% | +3.6% | 0.080% | |
7/31/2025 | West Michigan Advisors LLC | 349,745 | $14.88M | 4.2% | +0.8% | 0.317% | |