8/18/2025 | Tyler Stone Wealth Management | 9,346 | $802K | 0.1% | +5.2% | 0.076% | |
8/18/2025 | Geneos Wealth Management Inc. | 2,415 | $207K | 0.0% | -24.7% | 0.020% | |
8/15/2025 | Corient Private Wealth LLC | 89,866 | $7.71M | 0.0% | -53.3% | 0.728% | |
8/15/2025 | Orion Porfolio Solutions LLC | 18,531 | $1.59M | 0.0% | -7.1% | 0.150% | |
8/15/2025 | MML Investors Services LLC | 24,363 | $2.09M | 0.0% | -11.1% | 0.197% | |
8/15/2025 | Modern Wealth Management LLC | 30,777 | $2.64M | 0.1% | N/A | 0.249% | |
8/15/2025 | Bank of America Corp DE | 109,584 | $9.40M | 0.0% | +1.4% | 0.887% | |
8/15/2025 | Ameriprise Financial Inc. | 494,207 | $42.42M | 0.0% | +3.6% | 4.002% | |
8/14/2025 | Raymond James Financial Inc. | 35,557 | $3.05M | 0.0% | -35.0% | 0.288% | |
8/14/2025 | Cerity Partners LLC | 19,972 | $1.71M | 0.0% | +287.8% | 0.162% | |
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8/13/2025 | M&T Bank Corp | 6,595 | $566K | 0.0% | +44.9% | 0.053% | |
8/13/2025 | Scotia Capital Inc. | 2,609 | $224K | 0.0% | -44.0% | 0.021% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 18,205 | $1.56M | 0.0% | +106.3% | 0.147% | |
8/12/2025 | Laurel Wealth Advisors LLC | 4,118 | $353K | 0.0% | +8,479.2% | 0.033% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 3,782 | $324K | 0.0% | +10.4% | 0.031% | |
8/12/2025 | Global Retirement Partners LLC | 28,666 | $2.46M | 0.1% | N/A | 0.232% | |
8/12/2025 | Tableaux LLC | 24,000 | $2.06M | 0.1% | N/A | 0.194% | |
8/12/2025 | AlphaCore Capital LLC | 3,528 | $303K | 0.0% | N/A | 0.029% | |
8/12/2025 | JPMorgan Chase & Co. | 129,462 | $11.11M | 0.0% | -5.6% | 1.048% | |
8/11/2025 | Greykasell Wealth Strategies Inc. | 10,858 | $931K | 0.4% | -53.5% | 0.089% | |
8/8/2025 | Avantax Advisory Services Inc. | 150,982 | $12.95M | 0.1% | -2.9% | 1.233% | |
8/8/2025 | Cetera Investment Advisers | 45,275 | $3.88M | 0.0% | +3.0% | 0.370% | |
8/8/2025 | Creative Planning | 9,562 | $820K | 0.0% | -35.7% | 0.078% | |
8/8/2025 | PNC Financial Services Group Inc. | 4,408 | $378K | 0.0% | +626.2% | 0.036% | |
8/7/2025 | Allworth Financial LP | 1,426 | $122K | 0.0% | N/A | 0.012% | |
8/6/2025 | Savant Capital LLC | 13,463 | $1.16M | 0.0% | +1.9% | 0.110% | |
8/5/2025 | Crestwood Advisors Group LLC | 42,927 | $3.68M | 0.1% | -0.3% | 0.350% | |
8/4/2025 | Jim Saulnier & Associates LLC | 39,098 | $3.35M | 2.3% | -6.1% | 0.319% | |
8/4/2025 | Assetmark Inc. | 1,703 | $146K | 0.0% | -90.6% | 0.014% | |
8/1/2025 | Envestnet Asset Management Inc. | 40,590 | $3.48M | 0.0% | -10.8% | 0.331% | |
7/30/2025 | Strategic Blueprint LLC | 7,040 | $604K | 0.0% | -7.6% | 0.057% | |
7/29/2025 | Elevation Capital Advisory LLC | 82,157 | $7.05M | 2.8% | -6.7% | 0.671% | |
7/28/2025 | Harbour Investments Inc. | 2,289 | $196K | 0.0% | -4.9% | 0.019% | |
7/25/2025 | Atria Wealth Solutions Inc. | 21,006 | $1.80M | 0.0% | -23.8% | 0.171% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 2,630 | $226K | 0.0% | -18.6% | 0.021% | |
7/25/2025 | Commonwealth Financial Services LLC | 16,356 | $1.40M | 0.3% | +11.7% | 0.134% | |
7/24/2025 | Edge Financial Advisors LLC | 4,693 | $402K | 0.2% | N/A | 0.038% | |
7/23/2025 | Capital Management Associates Inc | 7,219 | $619K | 0.2% | -49.9% | 0.059% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 2,850 | $245K | 0.0% | -30.3% | 0.023% | |
7/22/2025 | DAVENPORT & Co LLC | 2,624 | $225K | 0.0% | N/A | 0.021% | |
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7/22/2025 | Merit Financial Group LLC | 71,150 | $6.10M | 0.1% | +7.3% | 0.581% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 2,350 | $202K | 0.0% | N/A | 0.019% | |
7/21/2025 | Ameritas Advisory Services LLC | 1,555 | $133K | 0.0% | -79.4% | 0.013% | |
7/17/2025 | HCR Wealth Advisors | 2,536 | $218K | 0.0% | N/A | 0.021% | |
7/15/2025 | Evanson Asset Management LLC | 2,500 | $214K | 0.0% | N/A | 0.020% | |
7/14/2025 | Farmers & Merchants Investments Inc. | 1,959 | $168K | 0.0% | -5.8% | 0.016% | |
7/14/2025 | Flagstar Advisors Inc. | 4,143 | $355K | 0.1% | -3.9% | 0.034% | |
7/11/2025 | Silver Oak Securities Incorporated | 4,310 | $370K | 0.0% | -14.2% | 0.035% | |
7/11/2025 | SeaCrest Wealth Management LLC | 10,090 | $866K | 0.1% | -9.4% | 0.082% | |
7/10/2025 | Exchange Traded Concepts LLC | 272,912 | $23.41M | 0.3% | N/A | 2.219% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 166,562 | $14.45M | 0.0% | -7.2% | 1.354% | |
7/9/2025 | Brand Asset Management Group Inc. | 43,555 | $3.74M | 1.4% | -4.4% | 0.354% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 1,877 | $161K | 0.0% | +25.5% | 0.015% | |
6/27/2025 | Goldman Sachs Group Inc. | 46,115 | $3.56M | 0.0% | N/A | 0.376% | |
5/20/2025 | Focus Partners Wealth | 3,528 | $273K | 0.0% | N/A | 0.025% | |
5/19/2025 | Jane Street Group LLC | 6,659 | $514K | 0.0% | +76.8% | 0.046% | |
5/16/2025 | Arete Wealth Advisors LLC | 14,101 | $1.09M | 0.1% | -56.0% | 0.098% | |
5/16/2025 | Goldman Sachs Group Inc. | 46,115 | $3.56M | 0.0% | N/A | 0.321% | |
5/16/2025 | Jones Financial Companies Lllp | 307,459 | $23.75M | 0.0% | +112,936.4% | 2.143% | |
5/16/2025 | Integrated Wealth Concepts LLC | 2,769 | $214K | 0.0% | N/A | 0.019% | |
5/15/2025 | Royal Bank of Canada | 47,673 | $3.68M | 0.0% | +11.5% | 0.332% | |
5/15/2025 | Baird Financial Group Inc. | 4,845 | $374K | 0.0% | -38.4% | 0.034% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 8,823 | $682K | 0.0% | +4.4% | 0.061% | |
5/14/2025 | Ameriprise Financial Inc. | 477,211 | $36.87M | 0.0% | +17.6% | 3.326% | |
5/14/2025 | Flow Traders U.S. LLC | 8,078 | $624K | 0.0% | N/A | 0.056% | |
5/13/2025 | Raymond James Financial Inc. | 54,669 | $4.22M | 0.0% | -59.4% | 0.381% | |
5/13/2025 | Tyler Stone Wealth Management | 8,887 | $687K | 0.1% | +6.0% | 0.062% | |
5/13/2025 | Elevation Capital Advisory LLC | 88,050 | $6.80M | 3.0% | N/A | 0.614% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 3,124 | $241K | 0.0% | N/A | 0.022% | |
5/9/2025 | Commonwealth Financial Services LLC | 14,647 | $1.13M | 0.2% | +22.7% | 0.102% | |
5/9/2025 | Greykasell Wealth Strategies Inc. | 23,355 | $1.80M | 1.0% | -12.7% | 0.163% | |
5/9/2025 | Atria Wealth Solutions Inc. | 27,583 | $2.13M | 0.0% | -4.0% | 0.192% | |
5/9/2025 | PNC Financial Services Group Inc. | 607 | $47K | 0.0% | -39.7% | 0.004% | |
5/8/2025 | Portland Financial Advisors Inc | 3,974 | $307K | 0.8% | -9.4% | 0.028% | |
5/7/2025 | Vantage Financial Partners LLC | 7,598 | $587K | 0.1% | -3.3% | 0.053% | |
5/7/2025 | LPL Financial LLC | 188,613 | $14.57M | 0.0% | -85.0% | 1.314% | |
5/6/2025 | Assetmark Inc. | 18,085 | $1.40M | 0.0% | -22.0% | 0.126% | |
5/6/2025 | Cetera Investment Advisers | 43,944 | $3.40M | 0.0% | -8.5% | 0.306% | |
5/6/2025 | Avantax Advisory Services Inc. | 155,493 | $12.01M | 0.1% | -3.3% | 1.084% | |
5/6/2025 | PFG Advisors | 3,123 | $241K | 0.0% | -60.0% | 0.022% | |
5/5/2025 | Crestwood Advisors Group LLC | 43,074 | $3.33M | 0.1% | -1.7% | 0.300% | |
5/5/2025 | Private Advisor Group LLC | 14,132 | $1.09M | 0.0% | -87.0% | 0.098% | |
5/5/2025 | Diversify Advisory Services LLC | 3,255 | $250K | 0.0% | -27.1% | 0.023% | |
5/2/2025 | Landaas & Co. WI ADV | 4,432 | $342K | 0.1% | -9.8% | 0.031% | |
5/1/2025 | CWM LLC | 8,433 | $652K | 0.0% | +3.8% | 0.059% | |
4/30/2025 | Cerity Partners LLC | 5,150 | $398K | 0.0% | +2.6% | 0.036% | |
4/30/2025 | Capital Management Associates Inc | 14,406 | $1.11M | 0.3% | +115.1% | 0.100% | |
4/29/2025 | Envestnet Asset Management Inc. | 45,487 | $3.51M | 0.0% | -15.1% | 0.317% | |
4/29/2025 | Strategic Blueprint LLC | 7,620 | $589K | 0.0% | -8.4% | 0.053% | |
4/29/2025 | Silver Oak Securities Incorporated | 5,024 | $386K | 0.0% | -24.4% | 0.035% | |
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4/28/2025 | Harbour Trust & Investment Management Co | 4,700 | $363K | 0.0% | -9.6% | 0.033% | |
4/25/2025 | Keystone Financial Services LLC | 11,245 | $869K | 0.7% | +5.0% | 0.078% | |
4/23/2025 | Security National Bank | 1,158 | $89K | 0.0% | -10.9% | 0.008% | |
4/23/2025 | Chapin Davis Inc. | 6,587 | $509K | 0.2% | -16.5% | 0.046% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 46,011 | $3.56M | 0.0% | -16.8% | 0.321% | |
4/21/2025 | Jim Saulnier & Associates LLC | 41,644 | $3.22M | 2.6% | +3.7% | 0.290% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 3,231 | $250K | 0.0% | +6.6% | 0.023% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 4,090 | $316K | 0.0% | +18.1% | 0.029% | |
4/18/2025 | Creative Capital Management Investments LLC | 800 | $62K | 0.0% | N/A | 0.006% | |
4/18/2025 | Optivise Advisory Services LLC | 3,732 | $288K | 0.2% | -6.1% | 0.026% | |