9/4/2025 | Osaic Holdings Inc. | 599,943 | $30.55M | 0.1% | +9.8% | 0.751% | |
8/28/2025 | Midwestern Financial LLC IA | 9,880 | $503K | 0.5% | N/A | 0.012% | |
8/27/2025 | Orion Porfolio Solutions LLC | 130,822 | $6.66M | 0.1% | -3.8% | 0.164% | |
8/26/2025 | Thrivent Financial for Lutherans | 373,716 | $19.03M | 0.0% | -41.8% | 0.468% | |
8/19/2025 | Advisory Services Network LLC | 8,784 | $448K | 0.0% | +9.0% | 0.011% | |
8/18/2025 | Tyler Stone Wealth Management | 12,973 | $661K | 0.1% | +9.6% | 0.016% | |
8/18/2025 | Geneos Wealth Management Inc. | 40,943 | $2.09M | 0.1% | +299.5% | 0.051% | |
8/18/2025 | Kestra Investment Management LLC | 95,885 | $4.88M | 0.1% | -33.1% | 0.120% | |
8/15/2025 | Corient Private Wealth LLC | 893,195 | $45.48M | 0.1% | -2.8% | 1.119% | |
8/15/2025 | Captrust Financial Advisors | 331,184 | $16.86M | 0.0% | +13.5% | 0.415% | |
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8/15/2025 | Two Sigma Securities LLC | 6,998 | $356K | 0.0% | -11.8% | 0.009% | |
8/15/2025 | Orion Porfolio Solutions LLC | 65,418 | $3.33M | 0.0% | -51.9% | 0.082% | |
8/15/2025 | MML Investors Services LLC | 85,360 | $4.35M | 0.0% | +11.6% | 0.107% | |
8/15/2025 | Modern Wealth Management LLC | 61,452 | $3.13M | 0.1% | -11.0% | 0.077% | |
8/15/2025 | IHT Wealth Management LLC | 37,417 | $1.91M | 0.1% | +236.2% | 0.047% | |
8/15/2025 | Great Valley Advisor Group Inc. | 229,429 | $11.68M | 0.3% | -51.8% | 0.287% | |
8/15/2025 | Garden State Investment Advisory Services LLC | 6,081 | $310K | 0.1% | N/A | 0.008% | |
8/15/2025 | EP Wealth Advisors LLC | 123,311 | $6.28M | 0.0% | +14.5% | 0.154% | |
8/15/2025 | Benjamin Edwards Inc. | 12,133 | $618K | 0.0% | +47.5% | 0.015% | |
8/15/2025 | BNP Paribas Financial Markets | 25,617 | $1.30M | 0.0% | +525.0% | 0.032% | |
8/15/2025 | Bank of America Corp DE | 3,326,397 | $169.38M | 0.0% | +8.5% | 4.166% | |
8/14/2025 | Jane Street Group LLC | 213,251 | $10.86M | 0.0% | -31.3% | 0.267% | |
8/14/2025 | Vista Investment Management | 15,708 | $800K | 0.3% | +18.9% | 0.020% | |
8/14/2025 | NCM Capital Management LLC | 48,690 | $2.48M | 1.0% | +8.4% | 0.061% | |
8/14/2025 | Raymond James Financial Inc. | 714,466 | $36.38M | 0.0% | +30.4% | 0.895% | |
8/14/2025 | Peapack Gladstone Financial Corp | 15,787 | $804K | 0.0% | +70.9% | 0.020% | |
8/14/2025 | Main Street Financial Solutions LLC | 20,822 | $1.06M | 0.1% | +31.1% | 0.026% | |
8/14/2025 | Clarity Asset Management Inc. | 56,763 | $2.89M | 1.7% | +19.3% | 0.071% | |
8/14/2025 | FAS Wealth Partners Inc. | 18,815 | $958K | 0.1% | -4.9% | 0.024% | |
8/14/2025 | NewEdge Advisors LLC | 427,220 | $21.75M | 0.1% | +62.8% | 0.535% | |
8/14/2025 | Pecaut & CO. | 35,342 | $1.80M | 0.6% | N/A | 0.044% | |
8/14/2025 | Transce3nd LLC | 79,561 | $4.05M | 1.7% | +22.6% | 0.100% | |
8/14/2025 | Vertex Planning Partners LLC | 56,442 | $2.87M | 0.6% | +10.7% | 0.071% | |
8/14/2025 | BlackDiamond Wealth Management LLC | 11,633 | $591K | 0.3% | -5.6% | 0.015% | |
8/14/2025 | Cerity Partners LLC | 541,812 | $27.59M | 0.0% | +0.6% | 0.679% | |
8/13/2025 | Per Stirling Capital Management LLC. | 82,731 | $4.21M | 0.5% | +472.9% | 0.104% | |
8/13/2025 | Rockport Wealth LLC | 6,913 | $352K | 0.1% | N/A | 0.009% | |
8/13/2025 | Cary Street Partners Investment Advisory LLC | 34,970 | $1.78M | 0.9% | +1.0% | 0.044% | |
8/13/2025 | Cresset Asset Management LLC | 17,719 | $902K | 0.0% | -45.2% | 0.022% | |
8/13/2025 | Capital Advisors Wealth Management LLC | 8,243 | $420K | 0.1% | +28.5% | 0.010% | |
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8/13/2025 | RPg Family Wealth Advisory LLC | 91,205 | $4.64M | 1.2% | N/A | 0.114% | |
8/13/2025 | WCG Wealth Advisors LLC | 176,462 | $8.99M | 0.6% | +47.2% | 0.221% | |
8/13/2025 | Beacon Pointe Advisors LLC | 12,858 | $655K | 0.0% | +60.6% | 0.016% | |
8/13/2025 | Boston Family Office LLC | 16,509 | $841K | 0.1% | +103.3% | 0.021% | |
8/13/2025 | MBM Wealth Consultants LLC | 248,447 | $12.65M | 3.4% | +1.6% | 0.311% | |
8/13/2025 | Trustmark Bank Trust Department | 11,786 | $600K | 0.0% | +20.4% | 0.015% | |
8/13/2025 | Lido Advisors LLC | 330,535 | $16.83M | 0.1% | +13.8% | 0.414% | |
8/13/2025 | Kuhn & Co Investment Counsel | 16,371 | $834K | 0.6% | +4.2% | 0.021% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 3,612,505 | $183.95M | 0.1% | +14.8% | 4.524% | |
8/12/2025 | Financial Advocates Investment Management | 20,633 | $1.05M | 0.1% | -4.9% | 0.026% | |
8/12/2025 | Southeast Asset Advisors LLC | 119,039 | $6.06M | 0.7% | N/A | 0.149% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 27,257 | $1.39M | 0.0% | +34.4% | 0.034% | |
8/12/2025 | Quadcap Wealth Management LLC | 18,815 | $958K | 0.1% | +42.0% | 0.024% | |
8/12/2025 | CreativeOne Wealth LLC | 10,848 | $552K | 0.0% | -22.6% | 0.014% | |
8/12/2025 | Global Retirement Partners LLC | 58,684 | $2.99M | 0.1% | N/A | 0.073% | |
8/12/2025 | WealthBridge Capital Management LLC | 29,328 | $1.49M | 0.4% | +35.5% | 0.037% | |
8/12/2025 | Cozad Asset Management Inc. | 21,107 | $1.08M | 0.1% | +10.3% | 0.026% | |
8/12/2025 | AlphaCore Capital LLC | 498,744 | $25.40M | 1.0% | +126.2% | 0.625% | |
8/12/2025 | Franklin Resources Inc. | 216,874 | $11.04M | 0.0% | +16.7% | 0.272% | |
8/12/2025 | MAI Capital Management | 34,548 | $1.76M | 0.0% | -2.3% | 0.043% | |
8/12/2025 | JPMorgan Chase & Co. | 1,011,957 | $51.53M | 0.0% | +17.6% | 1.267% | |
8/12/2025 | Auxano Advisors LLC | 211,534 | $10.77M | 2.5% | +42.3% | 0.265% | |
8/12/2025 | Tarbox Family Office Inc. | 6,738 | $343K | 0.1% | -18.1% | 0.008% | |
8/12/2025 | Weaver Consulting Group | 5,600 | $285K | 0.1% | N/A | 0.007% | |
8/11/2025 | Perennial Investment Advisors LLC | 29,249 | $1.49M | 0.1% | +1.6% | 0.037% | |
8/11/2025 | Diversified Portfolios Inc. | 228,795 | $11.65M | 1.1% | +17.9% | 0.287% | |
8/11/2025 | United Advisor Group LLC | 26,420 | $1.35M | 0.2% | -1.9% | 0.033% | |
8/11/2025 | Sierra Capital LLC | 98,375 | $5.01M | 0.6% | N/A | 0.123% | |
8/8/2025 | Tortoise Investment Management LLC | 173,390 | $8.83M | 0.8% | +10.8% | 0.217% | |
8/8/2025 | Firestone Capital Management | 5,980 | $304K | 0.1% | -76.4% | 0.007% | |
8/8/2025 | KM Capital Management Ltd. | 63,951 | $3.26M | 1.6% | +56.9% | 0.080% | |
8/8/2025 | Rockefeller Capital Management L.P. | 268,090 | $13.65M | 0.0% | +142.4% | 0.336% | |
8/8/2025 | Kingsview Wealth Management LLC | 11,964 | $609K | 0.0% | -24.9% | 0.015% | |
8/8/2025 | Collaborative Wealth Managment Inc. | 16,101 | $820K | 0.4% | +8.5% | 0.020% | |
8/8/2025 | MJP Associates Inc. ADV | 457,401 | $23.29M | 3.5% | +22.8% | 0.573% | |
8/8/2025 | Cetera Investment Advisers | 213,902 | $10.89M | 0.0% | -14.4% | 0.268% | |
8/8/2025 | Creative Planning | 42,214 | $2.15M | 0.0% | -11.3% | 0.053% | |
8/8/2025 | CFO4Life Group LLC | 101,230 | $5.16M | 0.8% | -7.2% | 0.127% | |
8/8/2025 | Capstone Financial Advisors Inc. | 13,019 | $663K | 0.0% | +133.6% | 0.016% | |
8/8/2025 | Phoenix Wealth Advisors | 182,646 | $9.30M | 3.9% | +1.1% | 0.229% | |
8/8/2025 | Oak Harvest Investment Services | 239,415 | $12.19M | 1.5% | +8.6% | 0.300% | |
8/8/2025 | Bailard Inc. | 680,488 | $34.65M | 0.8% | -34.4% | 0.852% | |
8/8/2025 | PNC Financial Services Group Inc. | 35,025 | $1.78M | 0.0% | -11.8% | 0.044% | |
8/8/2025 | Apex Wealth Management LLC | 130,647 | $6.65M | 5.3% | +0.4% | 0.164% | |
8/8/2025 | Ironwood Investment Counsel LLC | 30,161 | $1.54M | 0.2% | -18.7% | 0.038% | |
8/7/2025 | CENTRAL TRUST Co | 108,274 | $5.51M | 0.1% | +18.7% | 0.136% | |
8/7/2025 | Nwam LLC | 46,116 | $2.35M | 0.2% | +355.3% | 0.058% | |
8/7/2025 | 49 Wealth Management LLC | 8,501 | $433K | 0.0% | -54.0% | 0.011% | |
8/7/2025 | Aspen Wealth Strategies LLC | 14,497 | $738K | 0.4% | +155.5% | 0.018% | |
8/7/2025 | Vise Technologies Inc. | 4,922 | $251K | 0.0% | N/A | 0.006% | |
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8/7/2025 | Cahill Financial Advisors Inc. | 7,141 | $364K | 0.0% | N/A | 0.009% | |
8/7/2025 | TFO Wealth Partners LLC | 59,208 | $3.02M | 0.5% | N/A | 0.074% | |
8/7/2025 | PFG Advisors | 8,808 | $448K | 0.0% | +11.8% | 0.011% | |
8/6/2025 | Prospera Financial Services Inc | 21,223 | $1.08M | 0.0% | -5.6% | 0.027% | |
8/6/2025 | RWA Wealth Partners LLC | 7,588 | $386K | 0.0% | -20.3% | 0.010% | |
8/6/2025 | Legacy Investment Solutions LLC | 504 | $26K | 0.0% | N/A | 0.001% | |
8/6/2025 | Walkner Condon Financial Advisors LLC | 16,634 | $847K | 0.2% | +4.7% | 0.021% | |
8/6/2025 | Longview Financial Advisors LLC | 1,975 | $101K | 0.1% | N/A | 0.002% | |
8/6/2025 | Middleton & Co. Inc. MA | 4,200 | $214K | 0.0% | -19.2% | 0.005% | |
8/6/2025 | Soltis Investment Advisors LLC | 11,427 | $582K | 0.0% | -23.9% | 0.014% | |