9/10/2025 | WT Wealth Management | 7,644 | $682K | 0.2% | +4.0% | 0.007% | |
9/9/2025 | Cambridge Financial Group LLC | 11,448 | $1.02M | 0.4% | -1.1% | 0.011% | |
9/9/2025 | NWF Advisory Services Inc. | 2,393 | $214K | 0.0% | -4.6% | 0.002% | |
9/4/2025 | Osaic Holdings Inc. | 54,893 | $4.90M | 0.0% | +48.8% | 0.050% | |
8/27/2025 | Orion Porfolio Solutions LLC | 9,293 | $829K | 0.0% | +139.3% | 0.009% | |
8/26/2025 | Thrivent Financial for Lutherans | 19,995 | $1.78M | 0.0% | -93.9% | 0.018% | |
8/25/2025 | Hilltop Partners LLC | 4,310 | $384K | 0.1% | -5.1% | 0.004% | |
8/19/2025 | Cape Investment Advisory Inc. | 707 | $63K | 0.0% | +19.0% | 0.001% | |
8/19/2025 | Advisory Services Network LLC | 80,378 | $7.02M | 0.1% | +36.3% | 0.074% | |
8/19/2025 | Asset Dedication LLC | 12,888 | $1.15M | 0.1% | +1.2% | 0.012% | |
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8/19/2025 | Pitcairn Co. | 37,411 | $3.34M | 0.2% | -19.8% | 0.034% | |
8/15/2025 | High Falls Advisors Inc | 2,367 | $211K | 0.0% | N/A | 0.002% | |
8/15/2025 | Howland Capital Management LLC | 217,800 | $19.43M | 0.8% | -1.1% | 0.200% | |
8/15/2025 | SkyView Investment Advisors LLC | 5,983 | $533K | 0.1% | +30.1% | 0.005% | |
8/15/2025 | Blue Edge Capital LLC | 52,202 | $4.66M | 0.7% | +9.0% | 0.048% | |
8/15/2025 | Corient Private Wealth LLC | 325,500 | $29.04M | 0.0% | +0.3% | 0.299% | |
8/15/2025 | Captrust Financial Advisors | 23,141 | $2.07M | 0.0% | -3.4% | 0.021% | |
8/15/2025 | Keel Point LLC | 38,439 | $3.43M | 0.2% | +1.8% | 0.035% | |
8/15/2025 | Smartleaf Asset Management LLC | 1,326 | $118K | 0.0% | +82.4% | 0.001% | |
8/15/2025 | Snowden Capital Advisors LLC | 2,527 | $225K | 0.0% | N/A | 0.002% | |
8/15/2025 | Orion Porfolio Solutions LLC | 62,948 | $5.62M | 0.0% | +1,521.1% | 0.058% | |
8/15/2025 | MML Investors Services LLC | 251,548 | $22.44M | 0.1% | +8.4% | 0.231% | |
8/15/2025 | Mendel Capital Management LLC | 13,976 | $1.25M | 0.7% | +4.3% | 0.013% | |
8/15/2025 | Modern Wealth Management LLC | 56,409 | $5.03M | 0.1% | +805.6% | 0.052% | |
8/15/2025 | Great Valley Advisor Group Inc. | 4,719 | $421K | 0.0% | +33.8% | 0.004% | |
8/15/2025 | EP Wealth Advisors LLC | 568,174 | $50.69M | 0.3% | +3.0% | 0.522% | |
8/15/2025 | Balanced Rock Investment Advisors LLC | 41,061 | $3.66M | 2.9% | +1.9% | 0.038% | |
8/15/2025 | Bank of America Corp DE | 10,659,560 | $951.05M | 0.1% | +0.2% | 9.788% | |
8/15/2025 | Ameriprise Financial Inc. | 1,106,334 | $98.70M | 0.0% | -14.3% | 1.016% | |
8/14/2025 | Jane Street Group LLC | 75,423 | $6.73M | 0.0% | -85.5% | 0.069% | |
8/14/2025 | Raymond James Financial Inc. | 210,077 | $18.74M | 0.0% | +32.8% | 0.193% | |
8/14/2025 | Diversify Advisory Services LLC | 5,624 | $510K | 0.0% | +54.4% | 0.005% | |
8/14/2025 | Alliancebernstein L.P. | 127,804 | $11.40M | 0.0% | -2.5% | 0.117% | |
8/14/2025 | Sand Hill Global Advisors LLC | 122,342 | $10.92M | 0.4% | +1.6% | 0.112% | |
8/14/2025 | Sei Investments Co. | 376,390 | $33.58M | 0.0% | -6.2% | 0.346% | |
8/14/2025 | NewEdge Advisors LLC | 80,269 | $7.16M | 0.0% | +19.6% | 0.074% | |
8/14/2025 | Ally Invest Advisors Inc. | 269,107 | $24.01M | 1.9% | -1.8% | 0.247% | |
8/14/2025 | Baker Avenue Asset Management LP | 4,498 | $401K | 0.0% | -14.7% | 0.004% | |
8/14/2025 | Cerity Partners LLC | 78,806 | $7.03M | 0.0% | +0.2% | 0.072% | |
8/13/2025 | Per Stirling Capital Management LLC. | 8,609 | $768K | 0.1% | +21.2% | 0.008% | |
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8/13/2025 | Shepherd Financial Partners LLC | 10,627 | $948K | 0.1% | -1.8% | 0.010% | |
8/13/2025 | SageView Advisory Group LLC | 36,542 | $3.25M | 0.1% | +1.9% | 0.034% | |
8/13/2025 | Cresset Asset Management LLC | 54,267 | $4.84M | 0.0% | +11.8% | 0.050% | |
8/13/2025 | Brown Advisory Inc. | 14,972 | $1.34M | 0.0% | +190.2% | 0.014% | |
8/13/2025 | North Berkeley Wealth Management LLC | 5,690 | $508K | 0.5% | +3.0% | 0.005% | |
8/13/2025 | Portland Global Advisors LLC | 16,830 | $1.50M | 0.2% | +1.4% | 0.015% | |
8/13/2025 | GeoWealth Management LLC | 68,997 | $6.16M | 0.2% | -7.2% | 0.063% | |
8/13/2025 | Great Diamond Partners LLC | 6,258 | $558K | 0.1% | -4.0% | 0.006% | |
8/13/2025 | Baird Financial Group Inc. | 175,774 | $15.68M | 0.0% | -15.7% | 0.161% | |
8/13/2025 | EverSource Wealth Advisors LLC | 1,312 | $117K | 0.0% | -14.5% | 0.001% | |
8/13/2025 | Kilter Group LLC | 618 | $55K | 0.0% | N/A | 0.001% | |
8/13/2025 | CW Advisors LLC | 3,260 | $291K | 0.0% | +6.0% | 0.003% | |
8/13/2025 | Acorns Advisers LLC | 1,516,142 | $135.27M | 1.2% | +4.1% | 1.392% | |
8/13/2025 | Elios Financial Group Inc. | 14,562 | $1.30M | 0.6% | +21.0% | 0.013% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 355 | $32K | 0.0% | N/A | 0.000% | |
8/13/2025 | Beacon Pointe Advisors LLC | 64,069 | $5.72M | 0.1% | +9.2% | 0.059% | |
8/13/2025 | M&T Bank Corp | 530,265 | $47.31M | 0.2% | -0.4% | 0.487% | |
8/13/2025 | Fisher Asset Management LLC | 61,130 | $5.45M | 0.0% | +3.3% | 0.056% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,119,074 | $99.84M | 0.1% | +3.3% | 1.028% | |
8/13/2025 | Johnson Financial Group Inc. | 2,058 | $184K | 0.0% | +43.1% | 0.002% | |
8/13/2025 | Elevation Point Wealth Partners LLC | 347 | $31K | 0.0% | N/A | 0.000% | |
8/13/2025 | Quadrant Capital Group LLC | 10,468 | $934K | 0.0% | -1.4% | 0.010% | |
8/13/2025 | Choreo LLC | 25,953 | $2.32M | 0.0% | -5.5% | 0.024% | |
8/13/2025 | Russell Investments Group Ltd. | 1,131 | $101K | 0.0% | -13.6% | 0.001% | |
8/12/2025 | Farmers National Bank | 3,730 | $333K | 0.1% | +6.7% | 0.003% | |
8/12/2025 | Associated Banc Corp | 5,715 | $510K | 0.0% | +10.8% | 0.005% | |
8/12/2025 | Columbia Bank | 2,434 | $216K | 0.1% | N/A | 0.002% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 172,166 | $15.36M | 0.1% | +30.3% | 0.158% | |
8/12/2025 | Global Retirement Partners LLC | 3,121 | $278K | 0.0% | N/A | 0.003% | |
8/12/2025 | Prudential Financial Inc. | 3,000 | $268K | 0.0% | N/A | 0.003% | |
8/12/2025 | Coldstream Capital Management Inc. | 19,671 | $1.76M | 0.0% | +0.7% | 0.018% | |
8/12/2025 | AlphaCore Capital LLC | 2,868 | $256K | 0.0% | -56.0% | 0.003% | |
8/12/2025 | Franklin Resources Inc. | 116,409 | $10.39M | 0.0% | -3.1% | 0.107% | |
8/12/2025 | MAI Capital Management | 7,815 | $697K | 0.0% | +12.6% | 0.007% | |
8/12/2025 | JPMorgan Chase & Co. | 7,499,593 | $669.11M | 0.0% | +4.6% | 6.887% | |
8/11/2025 | TD Waterhouse Canada Inc. | 1,037 | $92K | 0.0% | +72.8% | 0.001% | |
8/11/2025 | Morling Financial Advisors LLC | 4,664 | $416K | 0.1% | -4.2% | 0.004% | |
8/11/2025 | Heritage Wealth Advisors | 33,677 | $3.01M | 0.1% | +22.9% | 0.031% | |
8/11/2025 | Wealthspire Advisors LLC | 117,314 | $10.47M | 0.1% | -1.1% | 0.108% | |
8/11/2025 | Perennial Investment Advisors LLC | 14,221 | $1.27M | 0.1% | +1.9% | 0.013% | |
8/11/2025 | Wescott Financial Advisory Group LLC | 12,271 | $1.10M | 0.1% | +16.4% | 0.011% | |
8/11/2025 | Rockbridge Investment Management LCC | 2,888 | $258K | 0.0% | N/A | 0.003% | |
8/11/2025 | Dorsey & Whitney Trust CO LLC | 37,002 | $3.30M | 0.2% | +12.1% | 0.034% | |
8/8/2025 | Financial Gravity Companies Inc. | 794 | $71K | 0.0% | N/A | 0.001% | |
8/8/2025 | Tortoise Investment Management LLC | 516 | $46K | 0.0% | +94.0% | 0.000% | |
8/8/2025 | Rockefeller Capital Management L.P. | 77,141 | $6.88M | 0.0% | +4.4% | 0.071% | |
8/8/2025 | Citizens Financial Group Inc. RI | 108,066 | $9.64M | 0.2% | -6.2% | 0.099% | |
8/8/2025 | Cetera Investment Advisers | 86,769 | $7.74M | 0.0% | +42.1% | 0.080% | |
8/8/2025 | Creative Planning | 549,546 | $49.03M | 0.0% | 0.0% | 0.505% | |
8/8/2025 | WealthShield Partners LLC | 24,736 | $2.21M | 0.3% | -23.3% | 0.023% | |
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8/8/2025 | Empower Advisory Group LLC | 5,649,063 | $504.01M | 1.5% | -3.6% | 5.187% | |
8/8/2025 | Stephenson & Company Inc. | 3,731 | $333K | 0.2% | +21.2% | 0.003% | |
8/8/2025 | Wrapmanager Inc. | 96,959 | $8.65M | 2.1% | -0.9% | 0.089% | |
8/8/2025 | Bailard Inc. | 30,492 | $2.72M | 0.1% | +1.5% | 0.028% | |
8/8/2025 | Accredited Investors Inc. | 62,476 | $5.57M | 0.3% | +0.3% | 0.057% | |
8/8/2025 | PNC Financial Services Group Inc. | 744,884 | $66.46M | 0.0% | +19.8% | 0.684% | |
8/8/2025 | Wealth Alliance LLC | 4,008 | $358K | 0.0% | N/A | 0.004% | |
8/8/2025 | eCIO Inc. | 24,512 | $2.19M | 0.9% | +68.6% | 0.023% | |
8/8/2025 | IMA Advisory Services Inc. | 28,365 | $2.53M | 0.3% | +1.9% | 0.026% | |
8/7/2025 | Fund Evaluation Group LLC | 131,697 | $11.75M | 0.5% | -8.1% | 0.121% | |