8/27/2025 | Barnes Wealth Management Group Inc | 12,364 | $614K | 0.4% | +11.1% | 0.020% | |
8/27/2025 | Orion Porfolio Solutions LLC | 674,571 | $33.49M | 0.3% | +4.0% | 1.100% | |
8/19/2025 | Cape Investment Advisory Inc. | 1,740 | $86K | 0.0% | +698.2% | 0.003% | |
8/19/2025 | Advisory Services Network LLC | 19,822 | $978K | 0.0% | +4.4% | 0.032% | |
8/15/2025 | Equitable Holdings Inc. | 693,951 | $34.45M | 0.3% | +20.8% | 1.131% | |
8/15/2025 | Captrust Financial Advisors | 223,064 | $11.07M | 0.0% | N/A | 0.364% | |
8/15/2025 | Visionary Wealth Advisors | 7,220 | $358K | 0.0% | +13.2% | 0.012% | |
8/15/2025 | Orion Porfolio Solutions LLC | 674,571 | $33.49M | 0.2% | +4.0% | 1.100% | |
8/15/2025 | MML Investors Services LLC | 600,828 | $29.83M | 0.1% | +1.3% | 0.979% | |
8/15/2025 | IHT Wealth Management LLC | 36,068 | $1.79M | 0.0% | +360.8% | 0.059% | |
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8/15/2025 | Great Valley Advisor Group Inc. | 129,788 | $6.44M | 0.1% | -24.1% | 0.212% | |
8/15/2025 | Benjamin Edwards Inc. | 25,157 | $1.25M | 0.0% | +24.9% | 0.041% | |
8/15/2025 | Boothbay Fund Management LLC | 20,000 | $993K | 0.0% | N/A | 0.033% | |
8/15/2025 | BTG Pactual Asset Management US LLC | 19,193 | $953K | 0.1% | N/A | 0.031% | |
8/15/2025 | Bank of America Corp DE | 1,101,672 | $54.69M | 0.0% | +152.3% | 1.796% | |
8/15/2025 | Ameriprise Financial Inc. | 1,563,490 | $77.57M | 0.0% | +40.0% | 2.548% | |
8/14/2025 | Jane Street Group LLC | 572,546 | $28.42M | 0.0% | +120.9% | 0.933% | |
8/14/2025 | Vista Investment Management | 18,805 | $933K | 0.3% | +11.1% | 0.031% | |
8/14/2025 | Raymond James Financial Inc. | 1,763,230 | $87.53M | 0.0% | +16.0% | 2.874% | |
8/14/2025 | Diversify Advisory Services LLC | 45,155 | $2.23M | 0.1% | N/A | 0.074% | |
8/14/2025 | Peapack Gladstone Financial Corp | 79,084 | $3.93M | 0.1% | +317.8% | 0.129% | |
8/14/2025 | LWM Advisory Services LLC | 138,983 | $6.90M | 4.8% | +2.0% | 0.227% | |
8/14/2025 | Sand Hill Global Advisors LLC | 32,623 | $1.62M | 0.1% | N/A | 0.053% | |
8/14/2025 | FAS Wealth Partners Inc. | 20,189 | $1.00M | 0.1% | +4.6% | 0.033% | |
8/14/2025 | NewEdge Advisors LLC | 38,503 | $1.91M | 0.0% | -2.2% | 0.063% | |
8/14/2025 | Financial Strategies Group Inc. | 14,495 | $716K | 0.1% | +29.9% | 0.024% | |
8/14/2025 | Obsidian Personal Planning Solutions LLC | 68,938 | $3.42M | 1.4% | +1.3% | 0.112% | |
8/14/2025 | Balance Wealth LLC | 30,546 | $1.52M | 0.9% | +267.4% | 0.050% | |
8/14/2025 | Cerity Partners LLC | 39,292 | $1.95M | 0.0% | N/A | 0.064% | |
8/13/2025 | Per Stirling Capital Management LLC. | 112,501 | $5.59M | 0.7% | +68.9% | 0.183% | |
8/13/2025 | StoneX Group Inc. | 28,136 | $1.40M | 0.1% | +363.4% | 0.046% | |
8/13/2025 | Capital Advisors Wealth Management LLC | 16,659 | $827K | 0.1% | -3.4% | 0.027% | |
8/13/2025 | Milestone Investment Advisors LLC | 18,074 | $897K | 0.2% | +40.6% | 0.029% | |
8/13/2025 | Baird Financial Group Inc. | 7,750 | $385K | 0.0% | -23.7% | 0.013% | |
8/13/2025 | CW Advisors LLC | 42,337 | $2.10M | 0.0% | -2.3% | 0.069% | |
8/13/2025 | IAG Wealth Partners LLC | 326,468 | $16.21M | 2.1% | +6.8% | 0.532% | |
8/13/2025 | Beacon Pointe Advisors LLC | 22,699 | $1.13M | 0.0% | +2.0% | 0.037% | |
8/13/2025 | MBM Wealth Consultants LLC | 36,708 | $1.82M | 0.5% | +21.2% | 0.060% | |
8/13/2025 | VestGen Advisors LLC | 74,850 | $3.70M | 0.1% | +49.6% | 0.122% | |
8/13/2025 | Bernardo Wealth Planning LLC | 21,486 | $1.07M | 0.2% | +9.4% | 0.035% | |
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8/13/2025 | Trustmark Bank Trust Department | 28,385 | $1.41M | 0.1% | +12.1% | 0.046% | |
8/13/2025 | Leslie Global Wealth LLC | 9,305 | $472K | 0.3% | -10.0% | 0.015% | |
8/13/2025 | Lido Advisors LLC | 137,910 | $6.85M | 0.0% | -2.5% | 0.225% | |
8/13/2025 | Level Four Advisory Services LLC | 22,321 | $1.11M | 0.0% | +53.1% | 0.036% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 2,382,007 | $118.24M | 0.1% | +8.3% | 3.883% | |
8/13/2025 | Quadrant Capital Group LLC | 8,612 | $428K | 0.0% | -2.3% | 0.014% | |
8/12/2025 | J.W. Cole Advisors Inc. | 25,132 | $1.25M | 0.0% | +1.0% | 0.041% | |
8/12/2025 | RiverFront Investment Group LLC | 97,953 | $4.86M | 0.1% | +0.4% | 0.160% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 71,600 | $3.55M | 0.0% | +3.2% | 0.117% | |
8/12/2025 | Quadcap Wealth Management LLC | 60,638 | $3.01M | 0.4% | +28.9% | 0.099% | |
8/12/2025 | Forum Private Client Group LLC | 16,896 | $839K | 0.3% | +14.1% | 0.028% | |
8/12/2025 | JPMorgan Chase & Co. | 552,609 | $27.43M | 0.0% | +9.1% | 0.901% | |
8/12/2025 | Lionshead Wealth Management LLC | 6,089 | $302K | 0.3% | -17.1% | 0.010% | |
8/12/2025 | NFP Retirement Inc. | 39,498 | $1.96M | 0.1% | +3.7% | 0.064% | |
8/11/2025 | Diversified Portfolios Inc. | 187,755 | $9.32M | 0.9% | +27.3% | 0.306% | |
8/11/2025 | Invenio Wealth Partners LLC | 409,171 | $20.31M | 8.1% | -1.5% | 0.667% | |
8/11/2025 | Dorsey & Whitney Trust CO LLC | 23,015 | $1.14M | 0.1% | +12.2% | 0.038% | |
8/11/2025 | Western Wealth Management LLC | 10,986 | $545K | 0.0% | -14.0% | 0.018% | |
8/11/2025 | Beta Wealth Group Inc. | 105,572 | $5.24M | 1.9% | -48.2% | 0.172% | |
8/8/2025 | Financial Gravity Companies Inc. | 565 | $28K | 0.0% | N/A | 0.001% | |
8/8/2025 | Tortoise Investment Management LLC | 292,528 | $14.52M | 1.4% | N/A | 0.477% | |
8/8/2025 | Firestone Capital Management | 7,172 | $356K | 0.1% | -7.3% | 0.012% | |
8/8/2025 | Rockefeller Capital Management L.P. | 720,796 | $35.78M | 0.1% | -3.2% | 1.175% | |
8/8/2025 | Kingsview Wealth Management LLC | 21,035 | $1.04M | 0.0% | +24.1% | 0.034% | |
8/8/2025 | Collaborative Wealth Managment Inc. | 16,634 | $826K | 0.4% | +9.4% | 0.027% | |
8/8/2025 | Avantax Advisory Services Inc. | 897,843 | $44.57M | 0.2% | +2,438.3% | 1.463% | |
8/8/2025 | Keyvantage Wealth LLC | 124,825 | $6.20M | 2.8% | +3.6% | 0.203% | |
8/8/2025 | Cetera Investment Advisers | 1,343,673 | $66.70M | 0.1% | +18.8% | 2.190% | |
8/8/2025 | Creative Planning | 9,859 | $489K | 0.0% | N/A | 0.016% | |
8/8/2025 | Condor Capital Management | 260,231 | $12.92M | 1.1% | +0.1% | 0.424% | |
8/8/2025 | CFO4Life Group LLC | 308,920 | $15.34M | 2.4% | -1.5% | 0.504% | |
8/8/2025 | Intrua Financial LLC | 61,551 | $3.06M | 0.4% | -9.2% | 0.100% | |
8/8/2025 | W.H. Cornerstone Investments Inc. | 8,300 | $412K | 0.3% | N/A | 0.014% | |
8/8/2025 | D Orazio & Associates Inc. | 8,811 | $437K | 0.1% | +66.6% | 0.014% | |
8/8/2025 | Bailard Inc. | 1,341,884 | $66.61M | 1.6% | +22.5% | 2.187% | |
8/8/2025 | PNC Financial Services Group Inc. | 3,249 | $161K | 0.0% | -29.9% | 0.005% | |
8/8/2025 | Advyzon Investment Management LLC | 14,129 | $701K | 0.2% | -11.0% | 0.023% | |
8/7/2025 | Verus Capital Partners LLC | 122,549 | $6.08M | 0.5% | +327.3% | 0.200% | |
8/7/2025 | CENTRAL TRUST Co | 672,676 | $33.39M | 0.8% | +4.5% | 1.096% | |
8/7/2025 | 49 Wealth Management LLC | 25,915 | $1.29M | 0.1% | -44.2% | 0.042% | |
8/7/2025 | Cahill Financial Advisors Inc. | 44,986 | $2.23M | 0.3% | +129.7% | 0.073% | |
8/7/2025 | Hughes Financial Services LLC | 76,314 | $3.77M | 0.6% | +71.1% | 0.124% | |
8/7/2025 | Summit X LLC | 26,258 | $1.30M | 0.2% | -3.7% | 0.043% | |
8/7/2025 | Brio Consultants LLC | 126,451 | $6.28M | 0.9% | +4.4% | 0.206% | |
8/6/2025 | Prospera Financial Services Inc | 19,529 | $969K | 0.0% | -5.3% | 0.032% | |
8/6/2025 | Vestmark Advisory Solutions Inc. | 93,931 | $4.66M | 0.1% | N/A | 0.153% | |
8/6/2025 | Walkner Condon Financial Advisors LLC | 25,508 | $1.27M | 0.2% | +4.2% | 0.042% | |
8/6/2025 | Savant Capital LLC | 118,898 | $5.90M | 0.0% | +271.5% | 0.194% | |
8/6/2025 | Washington Trust Bank | 146,599 | $7.28M | 0.6% | +924.5% | 0.239% | |
8/6/2025 | Golden State Wealth Management LLC | 30,875 | $1.53M | 0.2% | +12.5% | 0.050% | |
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8/6/2025 | SouthState Corp | 27,974 | $1.39M | 0.1% | +243.9% | 0.046% | |
8/6/2025 | Blue Investment Partners LLC | 4,950 | $246K | 0.1% | +10.0% | 0.008% | |
8/6/2025 | First Horizon Advisors Inc. | 52,345 | $2.60M | 0.1% | +0.7% | 0.085% | |
8/5/2025 | Oakwell Private Wealth Management LLC | 150,167 | $7.45M | 1.7% | +4.8% | 0.245% | |
8/5/2025 | Huntington National Bank | 296,798 | $14.73M | 0.1% | +16.7% | 0.484% | |
8/5/2025 | Marion Wealth Management | 21,398 | $1.06M | 0.3% | +32.2% | 0.035% | |
8/5/2025 | Bridgewater Advisors Inc. | 112,941 | $5.57M | 0.4% | N/A | 0.184% | |
8/5/2025 | Sigma Planning Corp | 11,131 | $553K | 0.0% | +29.9% | 0.018% | |
8/5/2025 | TIAA Trust National Association | 910,262 | $45.19M | 0.1% | +53.1% | 1.484% | |
8/5/2025 | Uniting Wealth Partners LLC | 29,392 | $1.46M | 0.6% | N/A | 0.048% | |