8/18/2025 | Tyler Stone Wealth Management | 67,259 | $2.21M | 0.4% | -4.3% | 0.262% | |
8/15/2025 | Corient Private Wealth LLC | 236,612 | $7.76M | 0.0% | +3.6% | 0.922% | |
8/15/2025 | Captrust Financial Advisors | 848,317 | $27.83M | 0.1% | +55.0% | 3.307% | |
8/15/2025 | MML Investors Services LLC | 44,506 | $1.46M | 0.0% | -85.8% | 0.174% | |
8/15/2025 | IHT Wealth Management LLC | 10,192 | $334K | 0.0% | N/A | 0.040% | |
8/15/2025 | Garden State Investment Advisory Services LLC | 65,470 | $2.15M | 0.5% | +11.1% | 0.255% | |
8/15/2025 | Benjamin Edwards Inc. | 32,311 | $1.06M | 0.0% | -11.2% | 0.126% | |
8/14/2025 | Raymond James Financial Inc. | 915,343 | $30.02M | 0.0% | -7.8% | 3.569% | |
8/14/2025 | Heritage Wealth Management Inc. | 23,945 | $785K | 0.3% | +61.0% | 0.093% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 404,723 | $13.28M | 0.0% | +32.1% | 1.578% | |
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8/12/2025 | Steward Partners Investment Advisory LLC | 55,456 | $1.82M | 0.0% | +2.9% | 0.216% | |
8/12/2025 | Global Retirement Partners LLC | 92,806 | $3.04M | 0.1% | N/A | 0.362% | |
8/12/2025 | Watchman Group Inc. | 805,178 | $26.41M | 6.9% | +4.9% | 3.139% | |
8/8/2025 | Kingsview Wealth Management LLC | 24,695 | $810K | 0.0% | +22.4% | 0.097% | |
8/8/2025 | Thoroughbred Financial Services LLC | 8,860 | $290K | 0.0% | -25.8% | 0.035% | |
8/8/2025 | Cetera Investment Advisers | 336,743 | $11.05M | 0.0% | +21.9% | 1.328% | |
8/8/2025 | Sittner & Nelson LLC | 62,689 | $2.06M | 0.8% | +12.9% | 0.247% | |
8/8/2025 | Good Life Advisors LLC | 61,281 | $2.01M | 0.1% | +506.5% | 0.242% | |
8/7/2025 | PFG Advisors | 48,632 | $1.60M | 0.1% | -2.9% | 0.192% | |
8/6/2025 | AE Wealth Management LLC | 15,227 | $499K | 0.0% | +4.0% | 0.060% | |
8/6/2025 | Souders Financial Advisors | 495,161 | $16.24M | 2.1% | +8.8% | 1.953% | |
8/5/2025 | Atlas Wealth LLC | 50,574 | $1.67M | 0.6% | N/A | 0.200% | |
8/4/2025 | IFG Advisory LLC | 20,228 | $663K | 0.0% | +28.7% | 0.080% | |
8/4/2025 | Atria Investments Inc | 48,334 | $1.59M | 0.0% | -4.0% | 0.191% | |
8/4/2025 | World Investment Advisors | 18,310 | $601K | 0.0% | -12.0% | 0.072% | |
8/4/2025 | Flagship Harbor Advisors LLC | 215,069 | $7.05M | 0.3% | +39.3% | 0.848% | |
8/1/2025 | Envestnet Asset Management Inc. | 161,336 | $5.29M | 0.0% | +2.0% | 0.636% | |
7/30/2025 | Retirement Planning Group LLC | 17,003 | $558K | 0.0% | N/A | 0.067% | |
7/30/2025 | D.A. Davidson & CO. | 276,949 | $9.08M | 0.1% | +3,742.8% | 1.093% | |
7/30/2025 | Blume Capital Management Inc. | 5,000 | $164K | 0.0% | +11.1% | 0.020% | |
7/29/2025 | Stratos Wealth Partners LTD. | 145,415 | $4.77M | 0.1% | +1.6% | 0.574% | |
7/29/2025 | Stratos Wealth Advisors LLC | 12,419 | $407K | 0.0% | -35.8% | 0.049% | |
7/25/2025 | Atria Wealth Solutions Inc. | 142,613 | $4.78M | 0.1% | -13.1% | 0.563% | |
7/25/2025 | Stephens Consulting LLC | 109,837 | $3.60M | 0.9% | -4.2% | 0.433% | |
7/25/2025 | CWM LLC | 8,314 | $273K | 0.0% | +4.4% | 0.033% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 33,517 | $1.10M | 0.0% | -15.9% | 0.132% | |
7/24/2025 | Financial Security Advisor Inc. | 18,027 | $591K | 0.1% | +43.4% | 0.071% | |
7/24/2025 | MSH Capital Advisors LLC | 6,765 | $222K | 0.1% | -34.5% | 0.027% | |
7/22/2025 | DAVENPORT & Co LLC | 130,500 | $4.28M | 0.0% | +1.0% | 0.515% | |
7/18/2025 | Astor Investment Management LLC | 141,254 | $4.63M | 2.5% | -3.5% | 0.557% | |
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7/17/2025 | Asio Capital LLC | 377,121 | $12.37M | 2.1% | +67.7% | 1.462% | |
7/15/2025 | DKM Wealth Management Inc. | 22,511 | $738K | 0.6% | N/A | 0.087% | |
7/14/2025 | AdvisorNet Financial Inc | 17,772 | $583K | 0.0% | +17.5% | 0.069% | |
7/11/2025 | Farther Finance Advisors LLC | 115,978 | $3.80M | 0.1% | -33.8% | 0.455% | |
7/11/2025 | CMH Wealth Management LLC | 489,121 | $16.04M | 3.7% | N/A | 1.918% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 781,458 | $26.18M | 0.0% | +7.9% | 3.065% | |
7/2/2025 | HBW Advisory Services LLC | 24,090 | $790K | 0.1% | +4.3% | 0.093% | |
6/27/2025 | Goldman Sachs Group Inc. | 22,373 | $682K | 0.0% | -45.1% | 0.088% | |
5/19/2025 | Jane Street Group LLC | 22,888 | $698K | 0.0% | N/A | 0.097% | |
5/16/2025 | Goldman Sachs Group Inc. | 22,373 | $682K | 0.0% | -45.1% | 0.097% | |
5/16/2025 | Jones Financial Companies Lllp | 933 | $28K | 0.0% | -94.9% | 0.004% | |
5/16/2025 | National Wealth Management Group LLC | 17,465 | $532K | 0.3% | N/A | 0.076% | |
5/14/2025 | CreativeOne Wealth LLC | 8,440 | $257K | 0.0% | +13.6% | 0.037% | |
5/14/2025 | Per Stirling Capital Management LLC. | 49,239 | $1.50M | 0.2% | N/A | 0.213% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 306,312 | $9.34M | 0.0% | +79.2% | 1.326% | |
5/14/2025 | Price T Rowe Associates Inc. MD | 4,169,160 | $127.07M | 0.0% | N/A | 18.048% | |
5/13/2025 | Tyler Stone Wealth Management | 70,276 | $2.14M | 0.4% | +120.1% | 0.304% | |
5/13/2025 | Raymond James Financial Inc. | 992,755 | $30.26M | 0.0% | +67.9% | 4.298% | |
5/13/2025 | Watchman Group Inc. | 767,550 | $23.40M | 6.6% | +0.4% | 3.323% | |
5/13/2025 | MSH Capital Advisors LLC | 10,330 | $315K | 0.1% | -4.5% | 0.045% | |
5/13/2025 | HighTower Advisors LLC | 49,505 | $1.51M | 0.0% | +27.1% | 0.214% | |
5/12/2025 | Astor Investment Management LLC | 146,346 | $4.46M | 2.4% | -2.0% | 0.634% | |
5/12/2025 | Benjamin Edwards Inc. | 36,402 | $1.11M | 0.0% | -7.2% | 0.158% | |
5/9/2025 | Legacy Capital Group California Inc. | 36,042 | $1.10M | 0.4% | +2.6% | 0.156% | |
5/9/2025 | Atria Wealth Solutions Inc. | 164,049 | $5M | 0.1% | +79.5% | 0.710% | |
5/9/2025 | Cary Street Partners Financial LLC | 155,569 | $4.74M | 0.1% | -0.9% | 0.673% | |
5/8/2025 | IFG Advisory LLC | 15,713 | $479K | 0.0% | +91.2% | 0.068% | |
5/7/2025 | LPL Financial LLC | 1,174,214 | $35.79M | 0.0% | +138.2% | 5.083% | |
5/7/2025 | First Heartland Consultants Inc. | 7,163 | $218K | 0.0% | N/A | 0.031% | |
5/6/2025 | Cetera Investment Advisers | 276,237 | $8.42M | 0.0% | N/A | 1.196% | |
5/6/2025 | Advisor OS LLC | 25,182 | $768K | 0.1% | +4.4% | 0.109% | |
5/6/2025 | AE Wealth Management LLC | 14,645 | $446K | 0.0% | -3.0% | 0.063% | |
5/6/2025 | Blume Capital Management Inc. | 4,500 | $137K | 0.0% | +28.6% | 0.019% | |
5/6/2025 | PFG Advisors | 50,107 | $1.53M | 0.1% | +36.0% | 0.217% | |
5/5/2025 | Souders Financial Advisors | 455,308 | $13.88M | 1.9% | +177.1% | 1.971% | |
5/5/2025 | IFP Advisors Inc | 4,228 | $129K | 0.0% | N/A | 0.018% | |
5/5/2025 | Dahring Cusmano LLC | 37,233 | $1.14M | 1.0% | +54.5% | 0.161% | |
5/5/2025 | OneAscent Family Office LLC | 27,783 | $849K | 0.8% | N/A | 0.120% | |
5/5/2025 | Private Advisor Group LLC | 227,274 | $6.93M | 0.0% | +345.1% | 0.984% | |
5/2/2025 | Kingsview Wealth Management LLC | 20,176 | $615K | 0.0% | +12.3% | 0.087% | |
5/1/2025 | CWM LLC | 7,962 | $243K | 0.0% | N/A | 0.034% | |
5/1/2025 | Financial Security Advisor Inc. | 12,575 | $383K | 0.1% | N/A | 0.054% | |
4/30/2025 | Seamount Financial Group Inc. | 14,702 | $448K | 0.3% | +24.3% | 0.064% | |
4/30/2025 | Stratos Wealth Partners LTD. | 143,111 | $4.36M | 0.1% | +33.0% | 0.620% | |
4/30/2025 | Stratos Wealth Advisors LLC | 19,345 | $590K | 0.0% | N/A | 0.084% | |
4/30/2025 | Brown Advisory Inc. | 32,816 | $1M | 0.0% | +10.9% | 0.142% | |
4/29/2025 | Heritage Wealth Management Inc. | 14,871 | $453K | 0.2% | +57.5% | 0.064% | |
4/29/2025 | Envestnet Asset Management Inc. | 158,119 | $4.82M | 0.0% | +5.5% | 0.684% | |
4/29/2025 | World Investment Advisors | 20,811 | $634K | 0.0% | +10.5% | 0.090% | |
4/29/2025 | Capital Investment Advisory Services LLC | 11,254 | $343K | 0.0% | +24.0% | 0.049% | |
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4/29/2025 | OneDigital Investment Advisors LLC | 159,437 | $4.86M | 0.1% | -2.3% | 0.690% | |
4/28/2025 | D.A. Davidson & CO. | 7,207 | $220K | 0.0% | N/A | 0.031% | |
4/28/2025 | Novem Group | 209,030 | $6.37M | 0.9% | +4.7% | 0.905% | |
4/28/2025 | Private Trust Co. NA | 1,411 | $43K | 0.0% | -35.6% | 0.006% | |
4/28/2025 | DAVENPORT & Co LLC | 129,266 | $3.94M | 0.0% | +9.8% | 0.560% | |
4/25/2025 | Essex Financial Services Inc. | 50,790 | $1.55M | 0.1% | +56.1% | 0.234% | |
4/23/2025 | SFG Wealth Management LLC. | 49,462 | $1.51M | 0.7% | +37.9% | 0.228% | |
4/22/2025 | Flagship Harbor Advisors LLC | 154,345 | $4.70M | 0.2% | +14.3% | 0.711% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 236,706 | $7.22M | 0.0% | +28.9% | 1.091% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 39,855 | $1.22M | 0.0% | -50.3% | 0.184% | |