8/15/2025 | Smartleaf Asset Management LLC | 285 | $32K | 0.0% | N/A | 0.001% | |
8/15/2025 | Orion Porfolio Solutions LLC | 118,942 | $13.31M | 0.1% | -0.3% | 0.265% | |
8/15/2025 | MML Investors Services LLC | 170,383 | $19.07M | 0.1% | +3.5% | 0.380% | |
8/15/2025 | Great Valley Advisor Group Inc. | 74,533 | $8.34M | 0.2% | +268.7% | 0.166% | |
8/15/2025 | Bank of America Corp DE | 107,330 | $12.01M | 0.0% | +147.1% | 0.240% | |
8/15/2025 | Ameriprise Financial Inc. | 73,400 | $8.22M | 0.0% | -28.5% | 0.164% | |
8/14/2025 | Florida Financial Advisors LLC | 104,893 | $11.74M | 8.5% | -0.8% | 0.234% | |
8/14/2025 | Jane Street Group LLC | 18,497 | $2.07M | 0.0% | N/A | 0.041% | |
8/14/2025 | Raymond James Financial Inc. | 45,168 | $5.06M | 0.0% | +108.3% | 0.101% | |
8/14/2025 | Betterment LLC | 2,049 | $229K | 0.0% | -68.7% | 0.005% | |
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8/14/2025 | Qube Research & Technologies Ltd | 863 | $97K | 0.0% | -52.9% | 0.002% | |
8/13/2025 | Cary Street Partners Investment Advisory LLC | 19,214 | $2.15M | 1.0% | -6.2% | 0.043% | |
8/13/2025 | Gateway Wealth Partners LLC | 20,627 | $2.31M | 0.4% | -25.1% | 0.046% | |
8/13/2025 | Marshall Wace LLP | 7,059 | $790K | 0.0% | N/A | 0.016% | |
8/13/2025 | GeoWealth Management LLC | 21,595 | $2.42M | 0.1% | -0.9% | 0.048% | |
8/13/2025 | IAG Wealth Partners LLC | 22,381 | $2.51M | 0.3% | +4,776.0% | 0.050% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 16,058 | $1.87M | 0.6% | +2.9% | 0.036% | |
8/13/2025 | WCG Wealth Advisors LLC | 10,364 | $1.16M | 0.1% | -3.3% | 0.023% | |
8/13/2025 | VestGen Advisors LLC | 41,528 | $4.75M | 0.2% | +88.9% | 0.093% | |
8/12/2025 | J.W. Cole Advisors Inc. | 8,715 | $975K | 0.0% | +11.8% | 0.019% | |
8/12/2025 | CreativeOne Wealth LLC | 102,788 | $11.50M | 0.3% | -9.0% | 0.229% | |
8/12/2025 | Global Retirement Partners LLC | 9,297 | $1.04M | 0.0% | N/A | 0.021% | |
8/12/2025 | Archer Investment Corp | 2,691 | $301K | 0.1% | +10.7% | 0.006% | |
8/12/2025 | JPMorgan Chase & Co. | 3,724,792 | $416.88M | 0.0% | -15.9% | 8.314% | |
8/12/2025 | Absolute Capital Management LLC | 2,028 | $227K | 0.1% | -8.4% | 0.005% | |
8/11/2025 | Semus Wealth Partners LLC | 5,763 | $645K | 0.4% | -6.5% | 0.013% | |
8/8/2025 | Cetera Investment Advisers | 360,284 | $40.32M | 0.1% | +0.3% | 0.804% | |
8/8/2025 | Creative Planning | 206,981 | $23.17M | 0.0% | -76.8% | 0.462% | |
8/8/2025 | Good Life Advisors LLC | 7,934 | $888K | 0.1% | +5.4% | 0.018% | |
8/7/2025 | Allworth Financial LP | 822 | $92K | 0.0% | +20.9% | 0.002% | |
8/7/2025 | Shared Vision Wealth Group LLC | 3,501 | $401K | 0.2% | +16.0% | 0.008% | |
8/6/2025 | Vestmark Advisory Solutions Inc. | 2,856,818 | $319.74M | 4.6% | +108.0% | 6.377% | |
8/6/2025 | Mascagni Wealth Management Inc. | 1,984 | $222K | 0.2% | -14.9% | 0.004% | |
8/6/2025 | Golden State Wealth Management LLC | 2,321 | $260K | 0.0% | +6.8% | 0.005% | |
8/5/2025 | 5T Wealth LLC | 100,779 | $11.28M | 5.4% | +12.0% | 0.225% | |
8/5/2025 | Strategic Financial Concepts LLC | 4,224 | $473K | 0.1% | -73.5% | 0.009% | |
8/5/2025 | Frederick Financial Consultants LLC | 1,887 | $211K | 0.1% | N/A | 0.004% | |
8/4/2025 | IFG Advisory LLC | 133,667 | $14.96M | 0.8% | -25.6% | 0.298% | |
8/4/2025 | Assetmark Inc. | 465,258 | $52.07M | 0.1% | -10.2% | 1.039% | |
8/4/2025 | Spire Wealth Management | 1,236 | $138K | 0.0% | +189.5% | 0.003% | |
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8/4/2025 | World Investment Advisors | 3,689 | $413K | 0.0% | -19.9% | 0.008% | |
8/1/2025 | Schmidt P J Investment Management Inc. | 78,025 | $8.73M | 1.5% | -0.7% | 0.174% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,631,843 | $182.64M | 0.1% | +2.6% | 3.643% | |
7/31/2025 | MN Wealth Advisors LLC | 226,009 | $25.30M | 14.7% | -16.5% | 0.504% | |
7/30/2025 | TFB Advisors LLC | 12,852 | $1.44M | 0.4% | -9.8% | 0.029% | |
7/30/2025 | Fingerlakes Wealth Management Inc. | 25,645 | $2.87M | 2.1% | +11.4% | 0.057% | |
7/30/2025 | Drive Wealth Management LLC | 132,922 | $14.88M | 3.3% | +18.1% | 0.297% | |
7/29/2025 | Private Trust Co. NA | 7,728 | $865K | 0.1% | -13.1% | 0.017% | |
7/29/2025 | Mattson Financial Services LLC | 24,680 | $2.76M | 0.7% | +36.3% | 0.055% | |
7/28/2025 | WealthPlan Investment Management LLC | 34,573 | $3.87M | 0.3% | N/A | 0.077% | |
7/28/2025 | Rosenberg Matthew Hamilton | 64,336 | $7.20M | 1.7% | +121.4% | 0.144% | |
7/28/2025 | Mutual Advisors LLC | 4,713 | $544K | 0.0% | +16.6% | 0.011% | |
7/25/2025 | Atria Wealth Solutions Inc. | 3,555 | $398K | 0.0% | +3.7% | 0.008% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 6,195 | $693K | 0.0% | -11.8% | 0.014% | |
7/25/2025 | Sequoia Financial Advisors LLC | 2,522 | $282K | 0.0% | +18.9% | 0.006% | |
7/25/2025 | MGO One Seven LLC | 32,379 | $3.62M | 0.1% | N/A | 0.072% | |
7/25/2025 | CWM LLC | 119,721 | $13.40M | 0.0% | +131.7% | 0.267% | |
7/25/2025 | Richardson Financial Services Inc. | 6,358 | $711K | 0.5% | +6.7% | 0.014% | |
7/24/2025 | KFA Private Wealth Group LLC | 2,212 | $248K | 0.1% | N/A | 0.005% | |
7/24/2025 | JB Capital LLC | 1,959 | $219K | 0.0% | N/A | 0.004% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 441,230 | $49.38M | 1.6% | +60.1% | 0.985% | |
7/24/2025 | 3Chopt Investment Partners LLC | 42,242 | $4.73M | 1.1% | -13.5% | 0.094% | |
7/24/2025 | IFP Advisors Inc | 30,219 | $3.38M | 0.1% | +38.6% | 0.067% | |
7/24/2025 | Blair William & Co. IL | 467 | $52K | 0.0% | +678.3% | 0.001% | |
7/23/2025 | Clear Creek Financial Management LLC | 18,938 | $2.12M | 0.2% | +12.9% | 0.042% | |
7/23/2025 | Ignite Planners LLC | 14,793 | $1.68M | 0.2% | +7.5% | 0.033% | |
7/23/2025 | Fortis Advisors LLC | 2,053 | $230K | 0.1% | -33.4% | 0.005% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 12,666 | $1.42M | 0.1% | +3.2% | 0.028% | |
7/22/2025 | Sutton Place Investors LLC | 20,192 | $2.26M | 1.4% | +1.0% | 0.045% | |
7/22/2025 | Firethorn Wealth Partners LLC | 25,429 | $2.85M | 1.2% | +11.1% | 0.057% | |
7/21/2025 | Ascent Group LLC | 45,248 | $5.06M | 0.2% | +7.9% | 0.101% | |
7/18/2025 | Lockerman Financial Group Inc. | 26,442 | $2.96M | 4.0% | -8.6% | 0.059% | |
7/17/2025 | Janney Montgomery Scott LLC | 3,120,488 | $349.25M | 0.9% | -1.5% | 6.965% | |
7/17/2025 | Archford Capital Strategies LLC | 62,679 | $7.02M | 0.9% | -27.0% | 0.140% | |
7/17/2025 | Kelly Financial Services LLC | 4,255 | $476K | 0.1% | +6.6% | 0.009% | |
7/16/2025 | ORG Partners LLC | 25,649 | $2.87M | 0.6% | N/A | 0.057% | |
7/16/2025 | Blue Oak Capital LLC | 99,537 | $11.14M | 5.9% | -17.7% | 0.222% | |
7/16/2025 | Owen LaRue LLC | 4,880 | $546K | 0.2% | N/A | 0.011% | |
7/16/2025 | Perigon Wealth Management LLC | 402,511 | $45.05M | 1.1% | +0.5% | 0.898% | |
7/15/2025 | Well Done LLC | 1,947 | $218K | 0.0% | N/A | 0.004% | |
7/15/2025 | Kelly Financial Group LLC | 486,677 | $54.47M | 8.7% | +11.3% | 1.086% | |
7/14/2025 | AdvisorNet Financial Inc | 21,851 | $2.45M | 0.2% | +15.1% | 0.049% | |
7/14/2025 | Park Avenue Securities LLC | 206,411 | $23.10M | 0.2% | -0.4% | 0.461% | |
7/11/2025 | Farther Finance Advisors LLC | 23,965 | $2.68M | 0.1% | -26.6% | 0.053% | |
7/11/2025 | Adirondack Trust Co. | 2,935 | $328K | 0.1% | +25.3% | 0.007% | |
7/10/2025 | Family Legacy Financial Solutions LLC | 242 | $27K | 0.0% | N/A | 0.001% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 6,365 | $721K | 0.0% | -17.5% | 0.014% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 76,264 | $8.54M | 0.2% | -12.0% | 0.170% | |
7/8/2025 | Paladin Wealth LLC | 16,058 | $1.80M | 1.4% | -11.9% | 0.036% | |
7/8/2025 | Gradient Investments LLC | 581,991 | $65.14M | 1.2% | +3.1% | 1.299% | |
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6/6/2025 | Blue Oak Capital LLC | 120,971 | $12.21M | 6.7% | -1.3% | 0.271% | |
5/27/2025 | Jacobi Capital Management LLC | 20,303 | $2.05M | 0.2% | -40.2% | 0.047% | |
5/22/2025 | Mattson Financial Services LLC | 18,109 | $1.83M | 0.5% | N/A | 0.042% | |
5/21/2025 | Geneos Wealth Management Inc. | 6,879 | $694K | 0.0% | +22.9% | 0.016% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 78,581 | $7.93M | 1.5% | -0.3% | 0.181% | |
5/16/2025 | Ascent Group LLC | 41,927 | $4.23M | 0.2% | +7.2% | 0.097% | |
5/16/2025 | Goldman Sachs Group Inc. | 24,966 | $2.52M | 0.0% | -43.9% | 0.056% | |
5/16/2025 | Jones Financial Companies Lllp | 834,658 | $84.21M | 0.1% | +249,051.6% | 1.925% | |
5/16/2025 | NewEdge Advisors LLC | 439 | $44K | 0.0% | +462.8% | 0.001% | |
5/16/2025 | Integrated Wealth Concepts LLC | 82,460 | $8.32M | 0.1% | +78.1% | 0.190% | |