8/7/2025 | Verus Capital Partners LLC | 4,538 | $334K | 0.0% | -14.8% | 0.000% | |
8/7/2025 | Fund Evaluation Group LLC | 72,279 | $5.32M | 0.2% | +684.4% | 0.004% | |
8/7/2025 | PCG Asset Management LLC | 29,045 | $2.14M | 1.8% | -4.1% | 0.002% | |
8/7/2025 | Cascade Financial Partners LLC | 35,312 | $2.60M | 0.3% | -30.5% | 0.002% | |
8/7/2025 | Boston Partners | 586,036 | $43.15M | 0.0% | +1.7% | 0.033% | |
8/7/2025 | Mayport LLC | 23,221 | $1.71M | 0.4% | +41.5% | 0.001% | |
8/7/2025 | Fagan Associates Inc. | 27,522 | $2.03M | 0.3% | +1.1% | 0.002% | |
8/7/2025 | New England Private Wealth Advisors LLC | 3,125 | $229K | 0.0% | N/A | 0.000% | |
8/7/2025 | Lakeridge Wealth Management LLC | 3,594 | $265K | 0.1% | -74.1% | 0.000% | |
8/7/2025 | CENTRAL TRUST Co | 9,185 | $676K | 0.0% | +578.4% | 0.001% | |
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8/7/2025 | Nwam LLC | 97,549 | $7.18M | 0.6% | +1.7% | 0.005% | |
8/7/2025 | Timonier Family Office LTD. | 7,945 | $585K | 0.2% | -47.9% | 0.000% | |
8/7/2025 | Vise Technologies Inc. | 6,629 | $488K | 0.0% | N/A | 0.000% | |
8/7/2025 | Topel & Distasi Wealth Management LLC | 8,190 | $603K | 0.3% | -37.6% | 0.000% | |
8/7/2025 | Cahill Financial Advisors Inc. | 411,624 | $30.31M | 3.8% | +4.9% | 0.023% | |
8/7/2025 | Allworth Financial LP | 19,864,987 | $1.46B | 7.0% | +1.8% | 1.113% | |
8/7/2025 | Addison Advisors LLC | 11,189 | $824K | 0.2% | +2.2% | 0.001% | |
8/7/2025 | Americana Partners LLC | 5,030 | $370K | 0.0% | N/A | 0.000% | |
8/7/2025 | BOK Financial Private Wealth Inc. | 24,557 | $1.81M | 0.1% | -12.6% | 0.001% | |
8/7/2025 | Davis R M Inc. | 6,154 | $453K | 0.0% | -9.3% | 0.000% | |
8/7/2025 | Fountainhead AM LLC | 7,230 | $532K | 0.1% | +160.3% | 0.000% | |
8/7/2025 | Aegis Wealth Management LLC | 22,110 | $1.62M | 0.9% | -1.3% | 0.001% | |
8/7/2025 | Summit X LLC | 87,386 | $6.43M | 1.2% | +91.1% | 0.005% | |
8/7/2025 | Fonville Wealth Management LLC | 305,648 | $22.51M | 5.7% | +11.4% | 0.017% | |
8/7/2025 | Roberts Glore & Co. Inc. IL | 9,761 | $719K | 0.2% | -5.6% | 0.001% | |
8/7/2025 | Zions Bancorporation National Association UT | 28,634 | $2.11M | 0.1% | +3,180.0% | 0.002% | |
8/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 195,254 | $14.38M | 1.2% | +6.5% | 0.011% | |
8/7/2025 | Midwest Trust Co | 20,795 | $1.53M | 0.0% | N/A | 0.001% | |
8/7/2025 | FDx Advisors Inc. | 228,178 | $16.80M | 5.1% | -2.8% | 0.013% | |
8/7/2025 | Efficient Advisors LLC | 1,458,694 | $107.40M | 6.4% | +3.9% | 0.082% | |
8/7/2025 | Brio Consultants LLC | 804,818 | $59.26M | 8.7% | +3.0% | 0.045% | |
8/7/2025 | Sound View Wealth Advisors Group LLC | 85,515 | $6.30M | 0.5% | -0.3% | 0.005% | |
8/7/2025 | Rathbones Group PLC | 62,833 | $4.63M | 0.0% | -6.4% | 0.004% | |
8/7/2025 | BHK Investment Advisors LLC | 339,246 | $24.98M | 9.8% | -1.9% | 0.019% | |
8/6/2025 | Prospera Financial Services Inc | 135,001 | $9.94M | 0.2% | -10.7% | 0.008% | |
8/6/2025 | RWA Wealth Partners LLC | 195,608 | $14.40M | 0.2% | +11.5% | 0.011% | |
8/6/2025 | Decker Retirement Planning Inc. | 14,363 | $1.06M | 0.6% | +3.2% | 0.001% | |
8/6/2025 | Disciplined Investors L.L.C. | 7,529 | $554K | 0.4% | +2.4% | 0.000% | |
8/6/2025 | Summit Investment Advisors Inc. | 315,000 | $23.14M | 19.1% | -7.4% | 0.018% | |
8/6/2025 | AE Wealth Management LLC | 52,535 | $3.87M | 0.0% | -31.3% | 0.003% | |
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8/6/2025 | Garrison Point Advisors LLC | 13,785 | $1.02M | 0.5% | +8.9% | 0.001% | |
8/6/2025 | Legacy Wealth Managment LLC ID | 2,370 | $175K | 0.1% | -14.7% | 0.000% | |
8/6/2025 | Penserra Capital Management LLC | 155,224 | $11.43M | 0.2% | N/A | 0.009% | |
8/6/2025 | Quadrant Private Wealth Management LLC | 13,858 | $1.02M | 0.2% | N/A | 0.001% | |
8/6/2025 | Rialto Wealth Management LLC | 150,506 | $11.08M | 3.1% | -14.1% | 0.008% | |
8/6/2025 | Wedbush Securities Inc. | 15,232 | $1.12M | 0.0% | -6.2% | 0.001% | |
8/6/2025 | Chancellor Financial Group WB LP | 2,906 | $214K | 0.2% | N/A | 0.000% | |
8/6/2025 | Cornerstone Investment Partners LLC | 895,326 | $65.92M | 2.9% | -7.2% | 0.050% | |
8/6/2025 | Vestmark Advisory Solutions Inc. | 3,109,636 | $228.96M | 3.3% | +118.7% | 0.174% | |
8/6/2025 | Reston Wealth Management LLC | 37,376 | $2.75M | 1.0% | -2.6% | 0.002% | |
8/6/2025 | Nvwm LLC | 36,413 | $2.68M | 0.6% | +0.5% | 0.002% | |
8/6/2025 | Innealta Capital LLC | 25,691 | $1.89M | 1.0% | +8.2% | 0.001% | |
8/6/2025 | Walkner Condon Financial Advisors LLC | 39,609 | $2.92M | 0.5% | -6.6% | 0.002% | |
8/6/2025 | Bryn Mawr Trust Advisors LLC | 1,231,360 | $90.67M | 5.0% | +4.9% | 0.069% | |
8/6/2025 | Shade Tree Advisors LLC | 66,251 | $4.88M | 4.3% | +20.6% | 0.004% | |
8/6/2025 | Paulson Wealth Management Inc. | 3,693 | $272K | 0.1% | -25.3% | 0.000% | |
8/6/2025 | Broadview Financial Management LLC | 152,257 | $11.21M | 7.6% | +2.5% | 0.009% | |
8/6/2025 | Savant Capital LLC | 6,075,306 | $447.33M | 2.8% | +16.9% | 0.340% | |
8/6/2025 | Forbes Financial Planning Inc. | 71,472 | $5.26M | 3.6% | -1.0% | 0.004% | |
8/6/2025 | Horizon Investment Services LLC | 11,746 | $865K | 0.4% | -9.4% | 0.001% | |
8/6/2025 | Modera Wealth Management LLC | 205,996 | $15.17M | 0.2% | +2.6% | 0.012% | |
8/6/2025 | Soltis Investment Advisors LLC | 693,558 | $51.07M | 4.0% | +15.4% | 0.039% | |
8/6/2025 | Souders Financial Advisors | 150,686 | $11.10M | 1.4% | -0.7% | 0.008% | |
8/6/2025 | Flagship Private Wealth LLC | 19,701 | $1.45M | 0.6% | -17.1% | 0.001% | |
8/6/2025 | Long Run Wealth Advisors LLC | 14,603 | $1.08M | 0.2% | -15.1% | 0.001% | |
8/6/2025 | Washington Trust Bank | 101,612 | $7.48M | 0.6% | +15.7% | 0.006% | |
8/6/2025 | Golden State Wealth Management LLC | 685 | $50K | 0.0% | -89.9% | 0.000% | |
8/6/2025 | Commonwealth Equity Services LLC | 1,858,642 | $136.85M | 0.2% | +9.3% | 0.104% | |
8/6/2025 | SouthState Corp | 12,410 | $914K | 0.0% | -47.2% | 0.001% | |
8/6/2025 | Summit Wealth Group LLC | 349,073 | $25.70M | 6.6% | -23.9% | 0.020% | |
8/6/2025 | Stone House Investment Management LLC | 2,056 | $151K | 0.0% | +2,795.8% | 0.000% | |
8/6/2025 | First Horizon Advisors Inc. | 52,712 | $3.88M | 0.1% | +14.7% | 0.003% | |
8/6/2025 | Cloud Capital Management LLC | 7,010 | $515K | 0.3% | N/A | 0.000% | |
8/6/2025 | Csenge Advisory Group | 54,366 | $3.96M | 0.2% | +54.6% | 0.003% | |
8/6/2025 | SNS Financial Group LLC | 285,273 | $21.01M | 2.0% | +10.2% | 0.016% | |
8/6/2025 | Stonebridge Financial Planning Group LLC | 30,475 | $2.24M | 0.9% | -3.7% | 0.002% | |
8/6/2025 | Simmons Bank | 5,812 | $428K | 0.0% | +22.4% | 0.000% | |
8/5/2025 | Fourth Dimension Wealth LLC | 1,106 | $81K | 0.0% | +4,324.0% | 0.000% | |
8/5/2025 | Arrowroot Family Office LLC | 22,252 | $1.64M | 0.7% | N/A | 0.001% | |
8/5/2025 | GPS Wealth Strategies Group LLC | 1,882 | $139K | 0.0% | -75.7% | 0.000% | |
8/5/2025 | Blue Barn Wealth LLC | 8,535 | $628K | 0.3% | -3.2% | 0.000% | |
8/5/2025 | Ellevest Inc. | 248,394 | $18.29M | 2.9% | -65.4% | 0.014% | |
8/5/2025 | Commonwealth Retirement Investments LLC | 94,174 | $6.93M | 2.6% | +5.0% | 0.005% | |
8/5/2025 | HFG Advisors Inc. | 30,380 | $2.24M | 1.8% | +11.2% | 0.002% | |
8/5/2025 | Claro Advisors LLC | 11,135 | $820K | 0.1% | -4.6% | 0.001% | |
8/5/2025 | Integrity Wealth Solutions LLC | 20,904 | $1.54M | 0.8% | -10.2% | 0.001% | |
8/5/2025 | NewSquare Capital LLC | 399,281 | $29.40M | 2.2% | +1.6% | 0.022% | |
8/5/2025 | Prosperity Consulting Group LLC | 12,007 | $884K | 0.1% | N/A | 0.001% | |
8/5/2025 | Pacific Wealth Strategies Group Inc. | 29,420 | $2.15M | 1.4% | -2.8% | 0.002% | |
8/5/2025 | Marion Wealth Management | 9,213 | $678K | 0.2% | +2.0% | 0.001% | |
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8/5/2025 | Bank of New York Mellon Corp | 5,178,536 | $381.30M | 0.1% | -3.6% | 0.290% | |
8/5/2025 | BCGM Wealth Management LLC | 15,010 | $1.11M | 0.3% | +1.1% | 0.001% | |
8/5/2025 | Tsfg LLC | 1,170 | $86K | 0.0% | -50.3% | 0.000% | |
8/5/2025 | Golden Bell Financial Planning LLC | 255,655 | $18.82M | 17.7% | +1.1% | 0.014% | |
8/5/2025 | Westside Investment Management Inc. | 24,301 | $1.79M | 0.3% | -4.6% | 0.001% | |
8/5/2025 | Texas Bank & Trust Co | 8,412 | $619K | 0.2% | -3.7% | 0.000% | |
8/5/2025 | Bank of Montreal Can | 258,338 | $19.02M | 0.0% | +27.1% | 0.014% | |
8/5/2025 | Sigma Planning Corp | 26,924 | $1.98M | 0.1% | +3.3% | 0.002% | |
8/5/2025 | 5T Wealth LLC | 33,121 | $2.44M | 1.2% | +453.2% | 0.002% | |
8/5/2025 | Mission Wealth Management LP | 248,061 | $18.27M | 0.4% | -41.9% | 0.014% | |