10/16/2025 | OLIO Financial Planning | 8,532 | $1.24M | 0.4% | +4.4% | 0.008% | |
10/16/2025 | Lowe Wealth Advisors LLC | 1,243 | $181K | 0.1% | +15.6% | 0.001% | |
10/16/2025 | Halbert Hargrove Global Advisors LLC | 42,057 | $6.12M | 0.3% | +0.8% | 0.041% | |
10/16/2025 | Syntegra Private Wealth Group LLC | 3,947 | $575K | 0.1% | +6.9% | 0.004% | |
10/16/2025 | Blue Trust Inc. | 23,019 | $3.35M | 0.0% | -0.7% | 0.022% | |
10/16/2025 | Horst & Graben Wealth Management LLC | 33,887 | $4.93M | 0.8% | +24.0% | 0.033% | |
10/15/2025 | CWM LLC | 291,722 | $42.48M | 0.1% | -8.0% | 0.284% | |
10/15/2025 | Higgins & Schmidt Wealth Strategies LLC | 12,706 | $1.85M | 0.9% | -1.9% | 0.012% | |
10/15/2025 | World Investment Advisors | 11,867 | $1.73M | 0.0% | +13.9% | 0.012% | |
10/15/2025 | Brookstone Capital Management | 206,262 | $30.03M | 0.4% | +15.0% | 0.201% | |
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10/15/2025 | Private Trust Co. NA | 7,107 | $1.04M | 0.1% | -4.2% | 0.007% | |
10/15/2025 | Level Financial Advisors | 2,191 | $319K | 0.1% | -50.6% | 0.002% | |
10/15/2025 | Symmetry Partners LLC | 8,027 | $1.17M | 0.1% | -15.8% | 0.008% | |
10/15/2025 | McClarren Financial Advisors Inc. | 4,797 | $698K | 0.4% | -33.6% | 0.005% | |
10/15/2025 | Cypress Wealth Services LLC | 58,505 | $8.52M | 1.4% | +0.7% | 0.057% | |
10/15/2025 | DAVENPORT & Co LLC | 13,216 | $1.92M | 0.0% | -3.1% | 0.013% | |
10/15/2025 | Plancorp LLC | 76,913 | $11.20M | 0.4% | -2.4% | 0.075% | |
10/15/2025 | Integris Wealth Management LLC | 23,736 | $3.46M | 0.8% | -2.1% | 0.023% | |
10/14/2025 | Apeiron RIA LLC | 1,919 | $278K | 0.1% | N/A | 0.002% | |
10/14/2025 | RTD Financial Advisors Inc. | 9,875 | $1.44M | 0.2% | -10.6% | 0.010% | |
10/14/2025 | Farther Finance Advisors LLC | 44,657 | $6.50M | 0.1% | +2.2% | 0.044% | |
10/14/2025 | Cranbrook Wealth Management LLC | 12,539 | $1.83M | 0.4% | +12.3% | 0.012% | |
10/14/2025 | Elevation Wealth Partners LLC | 24,159 | $3.52M | 1.3% | +1.8% | 0.024% | |
10/14/2025 | Retirement Income Solutions Inc. | 49,051 | $7.14M | 1.2% | -1.5% | 0.048% | |
10/14/2025 | Brighton Jones LLC | 3,591 | $523K | 0.0% | -9.9% | 0.003% | |
10/14/2025 | Foster Group Inc. | 21,759 | $3.17M | 0.1% | +1.6% | 0.021% | |
10/14/2025 | Pioneer Wealth Management Group | 18,008 | $2.62M | 0.8% | +3.4% | 0.018% | |
10/14/2025 | Clarius Group LLC | 170,160 | $24.78M | 1.5% | -0.5% | 0.166% | |
10/10/2025 | Sound Income Strategies LLC | 2,267 | $333K | 0.0% | -11.2% | 0.002% | |
10/10/2025 | Ridgeline Wealth LLC | 25,799 | $3.76M | 2.8% | -0.5% | 0.025% | |
10/10/2025 | Flputnam Investment Management Co. | 124,151 | $18.08M | 0.3% | -1.4% | 0.121% | |
10/10/2025 | Sharkey Howes & Javer | 114,393 | $16.66M | 2.1% | +2.8% | 0.111% | |
10/10/2025 | Signal Advisors Wealth LLC | 3,450 | $502K | 0.0% | -11.9% | 0.003% | |
10/9/2025 | CGN Advisors LLC | 19,240 | $2.80M | 0.2% | +8.4% | 0.019% | |
10/9/2025 | AdvisorNet Financial Inc | 3,657 | $532K | 0.0% | +4.6% | 0.004% | |
10/9/2025 | Centurion Wealth Management LLC | 1,425 | $207K | 0.0% | N/A | 0.001% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 4,769 | $694K | 0.0% | +14.4% | 0.005% | |
10/9/2025 | Affinity Capital Advisors LLC | 151,722 | $22.22M | 3.4% | +0.1% | 0.148% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 25,336 | $3.69M | 0.1% | -5.6% | 0.025% | |
10/9/2025 | Long Run Wealth Advisors LLC | 35,166 | $5.12M | 1.0% | -5.9% | 0.034% | |
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10/8/2025 | Sterling Manor Financial LLC | 1,658 | $241K | 0.2% | N/A | 0.002% | |
10/8/2025 | Patriot Financial Group Insurance Agency LLC | 5,620 | $818K | 0.1% | +4.0% | 0.005% | |
10/8/2025 | Silvia Mccoll Wealth Management LLC | 5,879 | $856K | 0.6% | -7.1% | 0.006% | |
10/8/2025 | Beacon Financial Group | 14,588 | $2.12M | 0.2% | -4.9% | 0.014% | |
10/7/2025 | Montecito Bank & Trust | 13,067 | $1.90M | 0.3% | N/A | 0.013% | |
10/7/2025 | Heritage Family Offices LLP | 4,509 | $657K | 0.3% | -12.9% | 0.004% | |
10/7/2025 | Traphagen Investment Advisors LLC | 6,187 | $901K | 0.1% | -3.3% | 0.006% | |
10/7/2025 | Salem Investment Counselors Inc. | 1,050 | $153K | 0.0% | +496.6% | 0.001% | |
10/7/2025 | Graves Light Lenhart Wealth Inc. | 1,579 | $230K | 0.0% | -40.5% | 0.002% | |
10/6/2025 | HF Advisory Group LLC | 20,023 | $2.92M | 1.1% | +1.9% | 0.020% | |
10/3/2025 | Horizons Wealth Management | 1,991 | $290K | 0.2% | -3.4% | 0.002% | |
10/3/2025 | Aaron Wealth Advisors LLC | 7,055 | $1.03M | 0.1% | +15.0% | 0.007% | |
10/3/2025 | IMPACTfolio LLC | 291,549 | $42.45M | 18.3% | +4.7% | 0.288% | |
10/2/2025 | Capital Asset Advisory Services LLC | 3,668 | $534K | 0.0% | +43.2% | 0.004% | |
10/1/2025 | Hobart Private Capital LLC | 1,394 | $203K | 0.0% | N/A | 0.001% | |
9/30/2025 | Gilbert Capital Group Inc. | 22,933 | $3.10M | 2.6% | N/A | 0.023% | |
9/26/2025 | Corient Private Wealth LLC | 121,708 | $16.47M | 0.0% | -3.8% | 0.120% | |
9/19/2025 | Watts Gwilliam & Co. LLC | 1,410 | $204K | 0.0% | N/A | 0.001% | |
9/12/2025 | Valeo Financial Advisors LLC | 48,298 | $6.54M | 0.1% | +8.5% | 0.048% | |
9/10/2025 | WT Wealth Management | 29,984 | $4.06M | 1.2% | +10.1% | 0.030% | |
9/9/2025 | NWF Advisory Services Inc. | 3,367 | $456K | 0.1% | +5.5% | 0.003% | |
9/4/2025 | Osaic Holdings Inc. | 208,350 | $28.13M | 0.1% | -10.8% | 0.206% | |
8/27/2025 | Orion Porfolio Solutions LLC | 27,681 | $3.75M | 0.0% | +2.5% | 0.027% | |
8/26/2025 | Thrivent Financial for Lutherans | 6,683 | $904K | 0.0% | -84.2% | 0.007% | |
8/20/2025 | Coppell Advisory Solutions LLC | 2,133 | $286K | 0.0% | N/A | 0.002% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 4,771 | $645K | 0.0% | N/A | 0.005% | |
8/19/2025 | Advisory Services Network LLC | 51,431 | $7.11M | 0.1% | +8.2% | 0.051% | |
8/18/2025 | Geneos Wealth Management Inc. | 2,219 | $300K | 0.0% | +54.4% | 0.002% | |
8/16/2025 | Evergreen Capital Management LLC | 3,061 | $414K | 0.0% | -2.4% | 0.003% | |
8/16/2025 | Headlands Technologies LLC | 562 | $76K | 0.0% | -25.0% | 0.001% | |
8/15/2025 | High Falls Advisors Inc | 17,174 | $2.32M | 0.5% | -11.6% | 0.017% | |
8/15/2025 | Blue Edge Capital LLC | 95,766 | $12.96M | 1.9% | -2.2% | 0.095% | |
8/15/2025 | Corient Private Wealth LLC | 121,708 | $16.47M | 0.0% | -3.8% | 0.120% | |
8/15/2025 | Equitable Holdings Inc. | 24,910 | $3.37M | 0.0% | -10.8% | 0.025% | |
8/15/2025 | Captrust Financial Advisors | 54,659 | $7.40M | 0.0% | -1.2% | 0.054% | |
8/15/2025 | Vident Advisory LLC | 6,989 | $946K | 0.0% | -11.6% | 0.007% | |
8/15/2025 | Smartleaf Asset Management LLC | 10,102 | $1.36M | 0.1% | +131.9% | 0.010% | |
8/15/2025 | Redwood Investment Management LLC | 2,227 | $301K | 0.0% | +28.9% | 0.002% | |
8/15/2025 | Orion Porfolio Solutions LLC | 123,980 | $16.77M | 0.1% | +358.9% | 0.122% | |
8/15/2025 | MML Investors Services LLC | 179,781 | $24.32M | 0.1% | -8.7% | 0.178% | |
8/15/2025 | Modern Wealth Management LLC | 6,682 | $904K | 0.0% | -43.6% | 0.007% | |
8/15/2025 | Great Valley Advisor Group Inc. | 3,879 | $525K | 0.0% | -8.6% | 0.004% | |
8/15/2025 | EP Wealth Advisors LLC | 10,008 | $1.35M | 0.0% | -1.6% | 0.010% | |
8/15/2025 | BNP Paribas Financial Markets | 41,026 | $5.55M | 0.0% | +406.3% | 0.041% | |
8/15/2025 | Balanced Rock Investment Advisors LLC | 33,974 | $4.60M | 3.6% | +31.2% | 0.034% | |
8/15/2025 | Bank of America Corp DE | 13,068,165 | $1.77B | 0.1% | -0.2% | 12.907% | |
8/15/2025 | Ameriprise Financial Inc. | 329,752 | $44.73M | 0.0% | -6.2% | 0.326% | |
8/14/2025 | Raymond James Financial Inc. | 188,404 | $25.49M | 0.0% | -7.4% | 0.186% | |
8/14/2025 | Banco BTG Pactual S.A. | 10,650 | $1.44M | 0.3% | +36.5% | 0.011% | |
8/14/2025 | Quantinno Capital Management LP | 2,309 | $312K | 0.0% | +23.7% | 0.002% | |
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8/14/2025 | Diversify Wealth Management LLC | 2,033 | $286K | 0.0% | -4.8% | 0.002% | |
8/14/2025 | Diversify Advisory Services LLC | 18,304 | $2.57M | 0.1% | +17.4% | 0.018% | |
8/14/2025 | Alliancebernstein L.P. | 172,102 | $23.29M | 0.0% | +9.2% | 0.170% | |
8/14/2025 | Ieq Capital LLC | 28,146 | $3.81M | 0.0% | -33.4% | 0.028% | |
8/14/2025 | Clarity Asset Management Inc. | 84,368 | $11.42M | 6.8% | -7.9% | 0.083% | |
8/14/2025 | Sand Hill Global Advisors LLC | 169,381 | $22.92M | 0.9% | -1.3% | 0.167% | |
8/14/2025 | Sei Investments Co. | 93,756 | $12.69M | 0.0% | -2.1% | 0.093% | |
8/14/2025 | NewEdge Advisors LLC | 122,366 | $16.56M | 0.1% | +2.2% | 0.121% | |
8/14/2025 | Pecaut & CO. | 1,535 | $208K | 0.1% | N/A | 0.002% | |
8/14/2025 | Qube Research & Technologies Ltd | 1,187 | $161K | 0.0% | -75.8% | 0.001% | |