8/21/2025 | Pathway Financial Advisers LLC | 51,568 | $2.68M | 0.9% | +5.5% | 0.045% | |
8/20/2025 | Forefront Wealth Partners LLC | 4,946 | $257K | 0.2% | N/A | 0.004% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 12,027 | $626K | 0.0% | N/A | 0.010% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 4,853 | $252K | 0.0% | -7.6% | 0.004% | |
8/19/2025 | Advisory Services Network LLC | 157,024 | $8.41M | 0.1% | +15.3% | 0.137% | |
8/18/2025 | Kestra Investment Management LLC | 314,688 | $16.37M | 0.5% | +6.9% | 0.274% | |
8/15/2025 | Equitable Holdings Inc. | 180,591 | $9.39M | 0.1% | +105.4% | 0.157% | |
8/15/2025 | Captrust Financial Advisors | 211,520 | $11.00M | 0.0% | +0.5% | 0.184% | |
8/15/2025 | Orion Porfolio Solutions LLC | 88,783 | $4.62M | 0.0% | +23.1% | 0.077% | |
8/15/2025 | MML Investors Services LLC | 526,520 | $27.39M | 0.1% | +42.7% | 0.459% | |
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8/15/2025 | McIlrath & Eck LLC | 709,671 | $36.92M | 4.2% | +4.3% | 0.619% | |
8/15/2025 | IHT Wealth Management LLC | 42,613 | $2.22M | 0.1% | -4.7% | 0.037% | |
8/15/2025 | Great Valley Advisor Group Inc. | 35,439 | $1.84M | 0.0% | +45.5% | 0.031% | |
8/15/2025 | Gallagher Fiduciary Advisors LLC | 14,912 | $776K | 0.0% | -88.1% | 0.013% | |
8/15/2025 | EP Wealth Advisors LLC | 46,561 | $2.42M | 0.0% | +20.5% | 0.041% | |
8/15/2025 | Bank of America Corp DE | 1,654,774 | $86.08M | 0.0% | +10.9% | 1.443% | |
8/14/2025 | Jane Street Group LLC | 524,699 | $27.30M | 0.0% | +301.9% | 0.457% | |
8/14/2025 | Raymond James Financial Inc. | 1,021,750 | $53.15M | 0.0% | +13.0% | 0.891% | |
8/14/2025 | Darwin Wealth Management LLC | 514 | $27K | 0.0% | N/A | 0.000% | |
8/14/2025 | Betterment LLC | 8,387 | $436K | 0.0% | -4.9% | 0.007% | |
8/14/2025 | NewEdge Advisors LLC | 112,833 | $5.87M | 0.0% | +49.8% | 0.098% | |
8/14/2025 | Qube Research & Technologies Ltd | 18,761 | $976K | 0.0% | +95.6% | 0.016% | |
8/13/2025 | Victory Financial Group LLC | 450,340 | $23.43M | 3.7% | +10.4% | 0.393% | |
8/13/2025 | StoneX Group Inc. | 11,532 | $600K | 0.0% | N/A | 0.010% | |
8/13/2025 | Brown Advisory Inc. | 6,146 | $320K | 0.0% | N/A | 0.005% | |
8/13/2025 | Milestone Investment Advisors LLC | 319,085 | $16.60M | 4.3% | +3.0% | 0.278% | |
8/13/2025 | Baird Financial Group Inc. | 78,826 | $4.10M | 0.0% | N/A | 0.069% | |
8/13/2025 | WCG Wealth Advisors LLC | 84,247 | $4.38M | 0.3% | -4.2% | 0.073% | |
8/13/2025 | Valued Retirements Inc. | 87,500 | $4.55M | 5.1% | +7.3% | 0.076% | |
8/13/2025 | Lido Advisors LLC | 169,806 | $8.83M | 0.0% | +648.1% | 0.148% | |
8/13/2025 | Level Four Advisory Services LLC | 44,222 | $2.30M | 0.1% | +10.3% | 0.039% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 795,510 | $41.38M | 0.0% | +11.6% | 0.694% | |
8/13/2025 | Mayfair Advisory Group LLC | 30,977 | $1.68M | 0.8% | +61.8% | 0.027% | |
8/13/2025 | Choreo LLC | 5,172 | $269K | 0.0% | N/A | 0.005% | |
8/12/2025 | J.W. Cole Advisors Inc. | 21,744 | $1.13M | 0.0% | +9.3% | 0.019% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 42,607 | $2.22M | 0.0% | +1.9% | 0.037% | |
8/12/2025 | CreativeOne Wealth LLC | 5,643 | $294K | 0.0% | +23.0% | 0.005% | |
8/12/2025 | Global Retirement Partners LLC | 75,273 | $3.92M | 0.1% | N/A | 0.066% | |
8/12/2025 | MAI Capital Management | 49,713 | $2.59M | 0.0% | +0.9% | 0.043% | |
8/12/2025 | JPMorgan Chase & Co. | 935,539 | $48.67M | 0.0% | -2.8% | 0.816% | |
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8/12/2025 | PKS Advisory Services LLC | 5,852 | $304K | 0.1% | +15.4% | 0.005% | |
8/11/2025 | TD Waterhouse Canada Inc. | 611 | $32K | 0.0% | N/A | 0.001% | |
8/11/2025 | FSC Wealth Advisors LLC | 10,816 | $563K | 0.3% | -2.4% | 0.010% | |
8/11/2025 | Slagle Financial LLC | 46,387 | $2.41M | 1.0% | -58.0% | 0.042% | |
8/8/2025 | Rockefeller Capital Management L.P. | 143,911 | $7.49M | 0.0% | +1.3% | 0.129% | |
8/8/2025 | Kingsview Wealth Management LLC | 41,195 | $2.14M | 0.0% | -6.0% | 0.037% | |
8/8/2025 | Citizens Financial Group Inc. RI | 111,005 | $5.77M | 0.1% | +2,042.1% | 0.100% | |
8/8/2025 | Avantax Advisory Services Inc. | 457,765 | $23.81M | 0.1% | +5.7% | 0.411% | |
8/8/2025 | Sculati Wealth Management LLC | 136,002 | $7.08M | 2.7% | +1,877.9% | 0.122% | |
8/8/2025 | Thoroughbred Financial Services LLC | 135,172 | $7.03M | 0.5% | +23.4% | 0.121% | |
8/8/2025 | Cetera Investment Advisers | 972,004 | $50.56M | 0.1% | +20.2% | 0.872% | |
8/8/2025 | Creative Planning | 10,975 | $571K | 0.0% | +19.8% | 0.010% | |
8/8/2025 | Meridian Wealth Management LLC | 3,959 | $206K | 0.0% | N/A | 0.004% | |
8/8/2025 | Independence Financial Advisors LLC | 174,552 | $9.08M | 3.5% | +6.6% | 0.157% | |
8/8/2025 | Foundations Investment Advisors LLC | 23,916 | $1.24M | 0.0% | +34.3% | 0.021% | |
8/8/2025 | Smithfield Trust Co | 7,425 | $387K | 0.0% | +17.9% | 0.007% | |
8/8/2025 | SageOak Financial LLC | 6,129 | $319K | 0.3% | -39.4% | 0.005% | |
8/8/2025 | Horrell Capital Management Inc. | 750 | $39K | 0.0% | N/A | 0.001% | |
8/8/2025 | Advyzon Investment Management LLC | 6,607 | $344K | 0.1% | N/A | 0.006% | |
8/7/2025 | Lakeridge Wealth Management LLC | 335,907 | $17.47M | 8.0% | +5.7% | 0.301% | |
8/7/2025 | Allworth Financial LP | 547,991 | $28.51M | 0.1% | +4.8% | 0.491% | |
8/7/2025 | Summit X LLC | 20,853 | $1.09M | 0.2% | N/A | 0.019% | |
8/6/2025 | AE Wealth Management LLC | 44,850 | $2.33M | 0.0% | -44.8% | 0.040% | |
8/6/2025 | Soltis Investment Advisors LLC | 21,507 | $1.12M | 0.1% | +1.7% | 0.019% | |
8/6/2025 | Regimen Wealth LLC | 369,090 | $19.20M | 6.0% | N/A | 0.331% | |
8/6/2025 | Golden State Wealth Management LLC | 36,846 | $1.92M | 0.2% | N/A | 0.033% | |
8/6/2025 | Commonwealth Equity Services LLC | 3,348,866 | $174.21M | 0.2% | -2.6% | 3.003% | |
8/6/2025 | Atlantic Union Bankshares Corp | 1,250 | $65K | 0.0% | N/A | 0.001% | |
8/6/2025 | RFG Bristol Wealth Advisors LLC | 31,766 | $1.65M | 0.5% | N/A | 0.028% | |
8/5/2025 | GPS Wealth Strategies Group LLC | 111,442 | $5.80M | 0.7% | +41.7% | 0.100% | |
8/5/2025 | Westside Investment Management Inc. | 25,974 | $1.35M | 0.3% | +15.6% | 0.023% | |
8/5/2025 | Sigma Planning Corp | 28,168 | $1.47M | 0.0% | +2.7% | 0.025% | |
8/5/2025 | Mission Wealth Management LP | 7,580 | $394K | 0.0% | +15.9% | 0.007% | |
8/5/2025 | Beam Wealth Advisors Inc. | 34,274 | $1.78M | 0.5% | +11.5% | 0.031% | |
8/5/2025 | Atlas Private Wealth Advisors | 5,630 | $293K | 0.0% | N/A | 0.005% | |
8/4/2025 | Integrity Alliance LLC. | 44,860 | $2.33M | 0.1% | +1.3% | 0.040% | |
8/4/2025 | Kovack Advisors Inc. | 73,754 | $3.84M | 0.4% | -63.8% | 0.066% | |
8/4/2025 | Atria Investments Inc | 38,303 | $1.99M | 0.0% | -76.1% | 0.034% | |
8/4/2025 | Savvy Advisors Inc. | 17,497 | $910K | 0.1% | -5.0% | 0.016% | |
8/4/2025 | Assetmark Inc. | 473 | $25K | 0.0% | +80.5% | 0.000% | |
8/4/2025 | Keybank National Association OH | 6,883 | $358K | 0.0% | N/A | 0.006% | |
8/4/2025 | Arkadios Wealth Advisors | 500,499 | $26.04M | 0.8% | +369.2% | 0.449% | |
8/4/2025 | World Investment Advisors | 222,614 | $11.58M | 0.3% | +2.6% | 0.200% | |
8/4/2025 | Flagship Harbor Advisors LLC | 111,966 | $5.82M | 0.3% | +554.3% | 0.100% | |
8/4/2025 | Daymark Wealth Partners LLC | 8,876 | $462K | 0.0% | -44.1% | 0.008% | |
8/1/2025 | GWN Securities Inc. | 7,829 | $407K | 0.1% | N/A | 0.007% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 14,782 | $769K | 0.0% | N/A | 0.013% | |
8/1/2025 | Schmidt P J Investment Management Inc. | 30,867 | $1.61M | 0.3% | +35.2% | 0.028% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,648,459 | $85.75M | 0.0% | +21.1% | 1.478% | |
7/31/2025 | Prentice Wealth Management LLC | 238,266 | $12.40M | 3.3% | +8.1% | 0.214% | |
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7/30/2025 | Strategic Blueprint LLC | 77,812 | $4.05M | 0.2% | +981.2% | 0.070% | |
7/30/2025 | Principle Wealth Partners LLC | 81,360 | $4.23M | 0.3% | -0.4% | 0.073% | |
7/30/2025 | TFB Advisors LLC | 4,879 | $254K | 0.1% | +20.4% | 0.004% | |
7/30/2025 | Retirement Planning Group LLC | 1,997,711 | $103.92M | 4.4% | +9.3% | 1.792% | |
7/30/2025 | D.A. Davidson & CO. | 124,675 | $6.49M | 0.0% | +13.0% | 0.112% | |
7/30/2025 | Cullen Frost Bankers Inc. | 25,568 | $1.33M | 0.0% | +2.3% | 0.023% | |
7/30/2025 | BG Investment Services Inc. | 59,710 | $3.11M | 3.9% | +17.5% | 0.054% | |
7/30/2025 | Bogart Wealth LLC | 1,104 | $57K | 0.0% | +37.5% | 0.001% | |
7/30/2025 | Financial Perspectives Inc | 5,319 | $277K | 0.1% | +23.5% | 0.005% | |
7/30/2025 | Evermay Wealth Management LLC | 600 | $31K | 0.0% | N/A | 0.001% | |