9/12/2025 | Valeo Financial Advisors LLC | 2,399 | $208K | 0.0% | N/A | 0.009% | |
9/4/2025 | Osaic Holdings Inc. | 113,174 | $9.75M | 0.0% | +14.2% | 0.429% | |
8/27/2025 | Orion Porfolio Solutions LLC | 11,339 | $985K | 0.0% | -21.3% | 0.043% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 2,705 | $235K | 0.0% | N/A | 0.010% | |
8/18/2025 | Geneos Wealth Management Inc. | 28,071 | $2.44M | 0.1% | +2.6% | 0.106% | |
8/15/2025 | Corient Private Wealth LLC | 296,652 | $25.77M | 0.0% | +104.5% | 1.124% | |
8/15/2025 | Equitable Holdings Inc. | 41,547 | $3.61M | 0.0% | +13.9% | 0.157% | |
8/15/2025 | Florida Financial Advisors LLC | 17,561 | $1.55M | 0.5% | -19.3% | 0.067% | |
8/15/2025 | Captrust Financial Advisors | 18,434 | $1.60M | 0.0% | -6.4% | 0.070% | |
8/15/2025 | Visionary Wealth Advisors | 16,022 | $1.39M | 0.1% | -51.1% | 0.061% | |
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8/15/2025 | Smartleaf Asset Management LLC | 1,675 | $145K | 0.0% | +279.8% | 0.006% | |
8/15/2025 | Snowden Capital Advisors LLC | 15,578 | $1.35M | 0.0% | -1.6% | 0.059% | |
8/15/2025 | Orion Porfolio Solutions LLC | 11,339 | $985K | 0.0% | -21.3% | 0.043% | |
8/15/2025 | MML Investors Services LLC | 51,729 | $4.49M | 0.0% | +5.6% | 0.196% | |
8/15/2025 | Great Valley Advisor Group Inc. | 7,032 | $611K | 0.0% | +31.0% | 0.027% | |
8/15/2025 | Benjamin Edwards Inc. | 490,897 | $42.64M | 0.5% | -52.1% | 1.859% | |
8/15/2025 | BNP Paribas Financial Markets | 51,306 | $4.46M | 0.0% | +1.6% | 0.194% | |
8/15/2025 | Bank of America Corp DE | 321,612 | $27.94M | 0.0% | +0.9% | 1.218% | |
8/15/2025 | Acas LLC | 6,049 | $548K | 0.4% | +4.1% | 0.023% | |
8/15/2025 | Ameriprise Financial Inc. | 249,235 | $21.65M | 0.0% | +9.8% | 0.944% | |
8/14/2025 | Raymond James Financial Inc. | 397,080 | $34.49M | 0.0% | +15.1% | 1.504% | |
8/14/2025 | FAS Wealth Partners Inc. | 479,764 | $41.68M | 3.1% | +4.1% | 1.817% | |
8/14/2025 | NewEdge Advisors LLC | 4,967 | $432K | 0.0% | -3.1% | 0.019% | |
8/14/2025 | Prestige Wealth Management Group LLC | 71,502 | $6.21M | 1.3% | +0.8% | 0.271% | |
8/14/2025 | Obsidian Personal Planning Solutions LLC | 73,385 | $6.38M | 2.6% | +3.2% | 0.278% | |
8/14/2025 | Cary Street Partners Financial LLC | 28,610 | $2.49M | 0.1% | -82.1% | 0.108% | |
8/14/2025 | Cerity Partners LLC | 6,393 | $555K | 0.0% | -18.9% | 0.024% | |
8/13/2025 | Gamco Investors INC. ET AL | 34,423 | $2.99M | 0.0% | N/A | 0.130% | |
8/13/2025 | Cary Street Partners Investment Advisory LLC | 15,206 | $1.32M | 0.6% | +14.0% | 0.058% | |
8/13/2025 | Avestar Capital LLC | 6,590 | $572K | 0.0% | -27.1% | 0.025% | |
8/13/2025 | SCS Capital Management LLC | 11,301 | $982K | 0.0% | -23.3% | 0.043% | |
8/13/2025 | Baird Financial Group Inc. | 3,903 | $339K | 0.0% | N/A | 0.015% | |
8/13/2025 | IAG Wealth Partners LLC | 44,535 | $3.87M | 0.5% | +133.9% | 0.169% | |
8/13/2025 | WCG Wealth Advisors LLC | 85,390 | $7.42M | 0.5% | +4.7% | 0.323% | |
8/13/2025 | Financial Freedom LLC | 1,952 | $170K | 0.1% | -41.3% | 0.007% | |
8/13/2025 | Balanced Wealth Group LLC | 135,802 | $12.05M | 5.2% | +13.5% | 0.514% | |
8/13/2025 | Denver Wealth Management Inc. | 7,412 | $644K | 0.3% | -8.8% | 0.028% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 237,040 | $20.59M | 0.0% | +23.1% | 0.898% | |
8/13/2025 | Wambolt & Associates LLC | 13,832 | $1.21M | 0.4% | -1.9% | 0.052% | |
8/13/2025 | Choreo LLC | 4,290 | $373K | 0.0% | +3.7% | 0.016% | |
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8/12/2025 | J.W. Cole Advisors Inc. | 10,803 | $938K | 0.0% | +69.7% | 0.041% | |
8/12/2025 | Financial Advocates Investment Management | 55,022 | $4.78M | 0.4% | -17.6% | 0.208% | |
8/12/2025 | Global Retirement Partners LLC | 8,881 | $772K | 0.0% | N/A | 0.034% | |
8/12/2025 | Shakespeare Wealth Management LLC | 203,991 | $17.72M | 4.7% | +2.7% | 0.773% | |
8/12/2025 | Segall Bryant & Hamill LLC | 140,262 | $12.19M | 0.2% | -1.8% | 0.531% | |
8/12/2025 | MAI Capital Management | 18,455 | $1.60M | 0.0% | +23.9% | 0.070% | |
8/12/2025 | JPMorgan Chase & Co. | 21,823 | $1.90M | 0.0% | -9.3% | 0.083% | |
8/11/2025 | Intrepid Financial Planning Group LLC | 4,493 | $390K | 0.2% | -7.1% | 0.017% | |
8/11/2025 | TD Waterhouse Canada Inc. | 524 | $46K | 0.0% | -62.0% | 0.002% | |
8/11/2025 | Wealthspire Advisors LLC | 12,800 | $1.11M | 0.0% | -1.0% | 0.049% | |
8/11/2025 | Perennial Investment Advisors LLC | 4,505 | $391K | 0.0% | -84.3% | 0.017% | |
8/11/2025 | Cordatus Wealth Management LLC | 62,225 | $5.41M | 1.3% | N/A | 0.239% | |
8/11/2025 | Portside Wealth Group LLC | 10,515 | $913K | 0.1% | -2.0% | 0.040% | |
8/11/2025 | Mosaic Family Wealth Partners LLC | 27,531 | $2.39M | 0.3% | +50.3% | 0.106% | |
8/8/2025 | Kingsview Wealth Management LLC | 44,518 | $3.87M | 0.1% | +0.6% | 0.171% | |
8/8/2025 | Avantax Advisory Services Inc. | 53,328 | $4.63M | 0.0% | +28.2% | 0.205% | |
8/8/2025 | Cetera Investment Advisers | 46,637 | $4.05M | 0.0% | -64.1% | 0.179% | |
8/8/2025 | New England Capital Financial Advisors LLC | 12,333 | $1.07M | 0.5% | +7.0% | 0.047% | |
8/8/2025 | Creative Planning | 32,810 | $2.85M | 0.0% | -1.4% | 0.126% | |
8/8/2025 | WealthShield Partners LLC | 73,154 | $6.36M | 0.8% | +3.1% | 0.281% | |
8/8/2025 | Foundations Investment Advisors LLC | 83,255 | $7.23M | 0.1% | -40.9% | 0.320% | |
8/8/2025 | Wrapmanager Inc. | 6,775 | $589K | 0.1% | +4.6% | 0.026% | |
8/8/2025 | Advisors Capital Management LLC | 5,739 | $499K | 0.0% | -5.4% | 0.022% | |
8/8/2025 | PNC Financial Services Group Inc. | 2,628 | $228K | 0.0% | -13.6% | 0.010% | |
8/7/2025 | CENTRAL TRUST Co | 12,922 | $1.12M | 0.0% | -4.3% | 0.050% | |
8/7/2025 | Nwam LLC | 7,915 | $693K | 0.1% | +3.3% | 0.030% | |
8/7/2025 | Allworth Financial LP | 5,071 | $441K | 0.0% | -14.1% | 0.020% | |
8/7/2025 | PFG Advisors | 9,354 | $813K | 0.0% | -7.5% | 0.036% | |
8/6/2025 | Prospera Financial Services Inc | 63,047 | $5.48M | 0.1% | +926.5% | 0.242% | |
8/6/2025 | AE Wealth Management LLC | 739,745 | $64.26M | 0.5% | +1.1% | 2.845% | |
8/6/2025 | Destiny Capital Corp CO | 18,033 | $1.57M | 0.9% | +2.6% | 0.069% | |
8/6/2025 | Broadview Financial Management LLC | 16,238 | $1.41M | 1.0% | +0.8% | 0.062% | |
8/6/2025 | Able Wealth Management LLC | 4,197 | $365K | 0.2% | N/A | 0.016% | |
8/6/2025 | Convergence Financial LLC | 245,665 | $21.34M | 3.7% | +6.4% | 0.945% | |
8/5/2025 | Tsfg LLC | 399 | $35K | 0.0% | -71.5% | 0.002% | |
8/5/2025 | Bank of Montreal Can | 8,386 | $728K | 0.0% | -23.9% | 0.032% | |
8/5/2025 | Sigma Planning Corp | 4,346 | $378K | 0.0% | +8.6% | 0.017% | |
8/5/2025 | LTG Capital LLC | 14,160 | $1.23M | 1.1% | +3.8% | 0.054% | |
8/5/2025 | TIAA Trust National Association | 126,078 | $10.95M | 0.0% | -11.2% | 0.485% | |
8/5/2025 | Trail Ridge Investment Advisors LLC | 3,527 | $313K | 0.2% | +33.6% | 0.014% | |
8/5/2025 | GHP Investment Advisors Inc. | 308,112 | $26.77M | 1.2% | +3.1% | 1.185% | |
8/5/2025 | Beam Wealth Advisors Inc. | 10,804 | $939K | 0.3% | N/A | 0.042% | |
8/4/2025 | AlphaStar Capital Management LLC | 23,593 | $2.05M | 0.1% | +35.0% | 0.091% | |
8/4/2025 | Linscomb Wealth Inc. | 23,172 | $2.01M | 0.1% | -4.8% | 0.089% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 1,578 | $137K | 0.0% | -14.4% | 0.006% | |
8/4/2025 | UNIVEST FINANCIAL Corp | 21,275 | $1.85M | 0.1% | +6.8% | 0.082% | |
8/4/2025 | Atria Investments Inc | 6,946 | $603K | 0.0% | -31.1% | 0.027% | |
8/4/2025 | Spire Wealth Management | 21,619 | $1.88M | 0.1% | +272.4% | 0.083% | |
8/4/2025 | Arkadios Wealth Advisors | 5,174 | $450K | 0.0% | +11.7% | 0.020% | |
8/4/2025 | World Investment Advisors | 19,470 | $1.69M | 0.0% | +2.6% | 0.075% | |
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8/4/2025 | Bristlecone Advisors LLC | 25,531 | $2.22M | 0.2% | -11.9% | 0.098% | |
8/1/2025 | First National Trust Co | 347,143 | $30.16M | 1.1% | +4.7% | 1.335% | |
8/1/2025 | Wealth Watch Advisors INC | 28,525 | $2.48M | 1.4% | N/A | 0.110% | |
8/1/2025 | Koss Olinger Consulting LLC | 46,708 | $4.06M | 0.3% | -15.1% | 0.180% | |
8/1/2025 | American Financial & Tax Strategies Inc. | 18,096 | $1.57M | 0.8% | -6.0% | 0.070% | |
8/1/2025 | Envestnet Asset Management Inc. | 455,592 | $39.58M | 0.0% | -40.8% | 1.752% | |
7/31/2025 | Resonant Capital Advisors LLC | 6,330 | $550K | 0.0% | N/A | 0.024% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 10,783 | $937K | 0.0% | -32.0% | 0.041% | |
7/31/2025 | Moloney Securities Asset Management LLC | 9,388 | $816K | 0.1% | -22.5% | 0.036% | |
7/31/2025 | CAP Partners LLC | 3,930 | $341K | 0.2% | -16.6% | 0.015% | |