9/10/2025 | WT Wealth Management | 33,599 | $2.45M | 0.7% | +1.7% | 0.032% | |
9/4/2025 | Osaic Holdings Inc. | 711,822 | $51.85M | 0.1% | +21.6% | 0.668% | |
8/29/2025 | Centaurus Financial Inc. | 3,548 | $258K | 0.0% | -77.0% | 0.003% | |
8/28/2025 | Lavaca Capital LLC | 808 | $59K | 0.0% | N/A | 0.001% | |
8/27/2025 | Orion Porfolio Solutions LLC | 8,630 | $628K | 0.0% | -51.0% | 0.008% | |
8/26/2025 | Thrivent Financial for Lutherans | 89,099 | $6.49M | 0.0% | N/A | 0.084% | |
8/25/2025 | Silverlake Wealth Management LLC | 26,922 | $1.96M | 0.6% | -2.0% | 0.025% | |
8/25/2025 | Fulcrum Equity Management | 66,540 | $4.85M | 5.0% | N/A | 0.062% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 10,890 | $793K | 0.0% | N/A | 0.010% | |
8/19/2025 | Advisory Services Network LLC | 18,775 | $1.36M | 0.0% | +2.0% | 0.018% | |
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8/18/2025 | Tyler Stone Wealth Management | 18,885 | $1.38M | 0.2% | +21.3% | 0.018% | |
8/18/2025 | Geneos Wealth Management Inc. | 105,818 | $7.71M | 0.2% | +10.0% | 0.099% | |
8/15/2025 | Nikulski Financial Inc. | 26,070 | $1.90M | 0.5% | -1.0% | 0.024% | |
8/15/2025 | Asset Allocation Strategies LLC | 52,089 | $3.79M | 0.7% | N/A | 0.049% | |
8/15/2025 | Corient Private Wealth LLC | 159,090 | $11.59M | 0.0% | -0.9% | 0.149% | |
8/15/2025 | Equitable Holdings Inc. | 639,987 | $46.60M | 0.4% | +3.0% | 0.601% | |
8/15/2025 | Florida Financial Advisors LLC | 2,820 | $205K | 0.1% | -25.6% | 0.003% | |
8/15/2025 | Captrust Financial Advisors | 61,552 | $4.48M | 0.0% | -2.7% | 0.058% | |
8/15/2025 | WFA of San Diego LLC | 40,878 | $2.98M | 2.2% | N/A | 0.038% | |
8/15/2025 | Visionary Wealth Advisors | 19,489 | $1.42M | 0.1% | -6.6% | 0.018% | |
8/15/2025 | Two Sigma Securities LLC | 7,747 | $564K | 0.1% | -55.3% | 0.007% | |
8/15/2025 | Smartleaf Asset Management LLC | 8,567 | $619K | 0.1% | +171.5% | 0.008% | |
8/15/2025 | Snowden Capital Advisors LLC | 8,689 | $633K | 0.0% | +39.5% | 0.008% | |
8/15/2025 | Orion Porfolio Solutions LLC | 8,630 | $628K | 0.0% | -51.0% | 0.008% | |
8/15/2025 | MML Investors Services LLC | 145,175 | $10.57M | 0.0% | +59.6% | 0.136% | |
8/15/2025 | Mission Creek Capital Partners Inc. | 8,079 | $588K | 0.1% | +2.0% | 0.008% | |
8/15/2025 | IHT Wealth Management LLC | 15,256 | $1.11M | 0.0% | +6.8% | 0.014% | |
8/15/2025 | Great Valley Advisor Group Inc. | 5,853 | $427K | 0.0% | -3.4% | 0.005% | |
8/15/2025 | EP Wealth Advisors LLC | 23,844 | $1.74M | 0.0% | -28.1% | 0.022% | |
8/15/2025 | Curi Capital LLC | 77,404 | $5.64M | 0.1% | +11.8% | 0.073% | |
8/15/2025 | Benjamin Edwards Inc. | 7,446 | $542K | 0.0% | -7.9% | 0.007% | |
8/15/2025 | Balyasny Asset Management L.P. | 6,156 | $448K | 0.0% | N/A | 0.006% | |
8/15/2025 | Bank of America Corp DE | 6,889,395 | $501.69M | 0.0% | -10.0% | 6.465% | |
8/15/2025 | Ameriprise Financial Inc. | 2,016,453 | $147.35M | 0.0% | +26.6% | 1.892% | |
8/14/2025 | Florida Financial Advisors LLC | 2,820 | $205K | 0.1% | -25.6% | 0.003% | |
8/14/2025 | MGB Wealth Management LLC | 18,829 | $1.37M | 0.5% | -3.4% | 0.018% | |
8/14/2025 | Ausdal Financial Partners Inc. | 54,043 | $3.94M | 0.3% | +2.4% | 0.051% | |
8/14/2025 | Raymond James Financial Inc. | 1,146,904 | $83.52M | 0.0% | +2.8% | 1.076% | |
8/14/2025 | Darwin Wealth Management LLC | 2,018 | $147K | 0.1% | N/A | 0.002% | |
8/14/2025 | Transamerica Financial Advisors LLC | 50,915 | $3.71M | 0.3% | -5.0% | 0.048% | |
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8/14/2025 | Chicago Wealth Management Inc. | 60,232 | $4.39M | 2.1% | N/A | 0.057% | |
8/14/2025 | Banco BTG Pactual S.A. | 180,963 | $13.18M | 2.7% | +6.8% | 0.170% | |
8/14/2025 | Quantinno Capital Management LP | 5,262 | $383K | 0.0% | +10.3% | 0.005% | |
8/14/2025 | Diversify Advisory Services LLC | 18,229 | $1.34M | 0.1% | -1.1% | 0.017% | |
8/14/2025 | Lavaca Capital LLC | 1,100 | $80K | 0.0% | N/A | 0.001% | |
8/14/2025 | Sei Investments Co. | 279,516 | $20.35M | 0.0% | -3.6% | 0.262% | |
8/14/2025 | NewEdge Advisors LLC | 124,743 | $9.08M | 0.0% | -42.2% | 0.117% | |
8/14/2025 | Qube Research & Technologies Ltd | 371,371 | $27.04M | 0.0% | +1,097.5% | 0.348% | |
8/14/2025 | Daiwa Securities Group Inc. | 29,200 | $2.13M | 0.0% | -3.3% | 0.027% | |
8/14/2025 | Acorn Wealth Advisors LLC | 26,983 | $1.97M | 0.7% | +3.8% | 0.025% | |
8/14/2025 | Transce3nd LLC | 3,478 | $253K | 0.1% | +13.1% | 0.003% | |
8/14/2025 | Cary Street Partners Financial LLC | 2,810 | $205K | 0.0% | -26.2% | 0.003% | |
8/14/2025 | Cerity Partners LLC | 30,967 | $2.26M | 0.0% | -17.1% | 0.029% | |
8/13/2025 | StoneX Group Inc. | 8,928 | $650K | 0.0% | +16.4% | 0.008% | |
8/13/2025 | Seaview Investment Managers LLC | 86,404 | $6.29M | 1.3% | N/A | 0.081% | |
8/13/2025 | SageView Advisory Group LLC | 18,368 | $1.34M | 0.1% | -5.1% | 0.017% | |
8/13/2025 | Diametric Capital LP | 49,685 | $3.62M | 1.9% | N/A | 0.047% | |
8/13/2025 | Cresset Asset Management LLC | 18,809 | $1.37M | 0.0% | +7.8% | 0.018% | |
8/13/2025 | Strategic Family Wealth Counselors L.L.C. | 88,533 | $6.45M | 1.8% | -1.0% | 0.083% | |
8/13/2025 | Amundi | 55,002 | $4.00M | 0.0% | +16.0% | 0.052% | |
8/13/2025 | Baird Financial Group Inc. | 70,876 | $5.16M | 0.0% | +9.7% | 0.067% | |
8/13/2025 | First Trust Advisors LP | 3,154 | $230K | 0.0% | N/A | 0.003% | |
8/13/2025 | Invesco Ltd. | 1,487,724 | $108.34M | 0.0% | +16.0% | 1.396% | |
8/13/2025 | Trek Financial LLC | 92,307 | $6.72M | 0.5% | +38.9% | 0.087% | |
8/13/2025 | CW Advisors LLC | 4,260 | $310K | 0.0% | -3.3% | 0.004% | |
8/13/2025 | WCG Wealth Advisors LLC | 35,358 | $2.58M | 0.2% | -5.6% | 0.033% | |
8/13/2025 | Beacon Pointe Advisors LLC | 18,868 | $1.37M | 0.0% | +1.2% | 0.018% | |
8/13/2025 | Quantbot Technologies LP | 4,398 | $320K | 0.0% | N/A | 0.004% | |
8/13/2025 | VestGen Advisors LLC | 12,650 | $921K | 0.0% | +225.4% | 0.012% | |
8/13/2025 | Scotia Capital Inc. | 52,912 | $3.85M | 0.0% | +16.9% | 0.050% | |
8/13/2025 | Level Four Advisory Services LLC | 11,127 | $810K | 0.0% | -1.4% | 0.010% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 408,215 | $29.73M | 0.0% | +25.4% | 0.383% | |
8/13/2025 | Harfst & Associates Inc. | 17,503 | $1.28M | 0.3% | -3.8% | 0.016% | |
8/13/2025 | Choreo LLC | 12,246 | $892K | 0.0% | +7.1% | 0.011% | |
8/13/2025 | Northwest & Ethical Investments L.P. | 12,847 | $928K | 0.0% | -73.4% | 0.012% | |
8/13/2025 | Russell Investments Group Ltd. | 1,833 | $133K | 0.0% | -10.1% | 0.002% | |
8/12/2025 | Viawealth LLC | 10,057 | $732K | 0.4% | -10.9% | 0.009% | |
8/12/2025 | Richmond Investment Services LLC | 3,338 | $243K | 0.1% | N/A | 0.003% | |
8/12/2025 | J.W. Cole Advisors Inc. | 94,328 | $6.87M | 0.1% | +38.8% | 0.089% | |
8/12/2025 | Financial Advocates Investment Management | 27,683 | $2.02M | 0.2% | +0.6% | 0.026% | |
8/12/2025 | Edmond DE Rothschild Holding S.A. | 830 | $60K | 0.0% | -16.0% | 0.001% | |
8/12/2025 | CreativeOne Wealth LLC | 27,991 | $2.04M | 0.1% | +2.1% | 0.026% | |
8/12/2025 | Global Retirement Partners LLC | 37,000 | $2.69M | 0.1% | N/A | 0.035% | |
8/12/2025 | Waterloo Capital L.P. | 10,571 | $770K | 0.1% | -89.4% | 0.010% | |
8/12/2025 | Coldstream Capital Management Inc. | 4,021 | $293K | 0.0% | N/A | 0.004% | |
8/12/2025 | WealthBridge Capital Management LLC | 32,726 | $2.38M | 0.6% | -0.6% | 0.031% | |
8/12/2025 | Cozad Asset Management Inc. | 63,062 | $4.59M | 0.4% | +2.3% | 0.059% | |
8/12/2025 | AlphaCore Capital LLC | 950 | $69K | 0.0% | +313.0% | 0.001% | |
8/12/2025 | Journey Strategic Wealth LLC | 11,965 | $871K | 0.0% | +16.7% | 0.011% | |
8/12/2025 | Franklin Resources Inc. | 93,792 | $6.83M | 0.0% | N/A | 0.088% | |
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8/12/2025 | MAI Capital Management | 143,310 | $10.44M | 0.1% | +7.2% | 0.134% | |
8/12/2025 | JPMorgan Chase & Co. | 334,539 | $24.36M | 0.0% | -19.1% | 0.314% | |
8/12/2025 | Lodestone Wealth Management LLC | 2,925 | $213K | 0.1% | -7.3% | 0.003% | |
8/12/2025 | Weaver Consulting Group | 2,762 | $201K | 0.1% | N/A | 0.003% | |
8/12/2025 | NFP Retirement Inc. | 26,899 | $1.96M | 0.1% | -3.9% | 0.025% | |
8/11/2025 | TD Waterhouse Canada Inc. | 8,670 | $635K | 0.0% | -6.9% | 0.008% | |
8/11/2025 | Brown Wealth Management LLC | 14,641 | $1.07M | 0.3% | -1.1% | 0.014% | |
8/11/2025 | FineMark National Bank & Trust | 240,971 | $17.55M | 0.6% | -0.6% | 0.232% | |
8/11/2025 | Wealthspire Advisors LLC | 10,257 | $747K | 0.0% | -14.6% | 0.010% | |
8/11/2025 | FSC Wealth Advisors LLC | 102,316 | $7.45M | 4.5% | +1.2% | 0.096% | |