8/27/2025 | Orion Porfolio Solutions LLC | 194,672 | $9.47M | 0.1% | -5.6% | 0.213% | |
8/25/2025 | Silverlake Wealth Management LLC | 4,930 | $240K | 0.1% | N/A | 0.005% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 3,955 | $192K | 0.0% | N/A | 0.004% | |
8/19/2025 | Advisory Services Network LLC | 22,457 | $1.09M | 0.0% | +1.6% | 0.025% | |
8/19/2025 | Cim LLC | 563,058 | $27.39M | 3.7% | +2.3% | 0.617% | |
8/19/2025 | Hohimer Wealth Management LLC | 5,520 | $269K | 0.0% | -7.8% | 0.006% | |
8/18/2025 | Geneos Wealth Management Inc. | 502,761 | $24.46M | 0.6% | +2.4% | 0.551% | |
8/15/2025 | Corient Private Wealth LLC | 5,368 | $261K | 0.0% | N/A | 0.006% | |
8/15/2025 | Equitable Holdings Inc. | 99,069 | $4.82M | 0.0% | +53.1% | 0.109% | |
8/15/2025 | Captrust Financial Advisors | 13,238 | $644K | 0.0% | -11.2% | 0.015% | |
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8/15/2025 | Two Sigma Securities LLC | 9,460 | $460K | 0.1% | -32.4% | 0.010% | |
8/15/2025 | Smartleaf Asset Management LLC | 13,656 | $664K | 0.1% | +14.7% | 0.015% | |
8/15/2025 | Orion Porfolio Solutions LLC | 157,328 | $7.65M | 0.1% | -23.7% | 0.173% | |
8/15/2025 | MML Investors Services LLC | 168,694 | $8.21M | 0.0% | +21.4% | 0.185% | |
8/15/2025 | BNP Paribas Financial Markets | 11,232 | $546K | 0.0% | +285.3% | 0.012% | |
8/15/2025 | Bank of America Corp DE | 764,741 | $37.21M | 0.0% | +9.1% | 0.839% | |
8/15/2025 | Ameriprise Financial Inc. | 513,291 | $24.98M | 0.0% | +60.0% | 0.563% | |
8/14/2025 | Jane Street Group LLC | 110,649 | $5.38M | 0.0% | +218.3% | 0.121% | |
8/14/2025 | Raymond James Financial Inc. | 1,995,387 | $97.08M | 0.0% | -0.1% | 2.188% | |
8/14/2025 | Betterment LLC | 39,922 | $1.94M | 0.0% | +6.8% | 0.044% | |
8/14/2025 | NewEdge Advisors LLC | 57,776 | $2.81M | 0.0% | +13.4% | 0.063% | |
8/14/2025 | BCS Private Wealth Management Inc. | 5,000 | $243K | 0.1% | N/A | 0.005% | |
8/14/2025 | Cerity Partners LLC | 9,896 | $481K | 0.0% | -47.5% | 0.011% | |
8/13/2025 | Baird Financial Group Inc. | 28,718 | $1.40M | 0.0% | -4.7% | 0.031% | |
8/13/2025 | FPC Investment Advisory Inc. | 545,274 | $26.47M | 16.5% | +7.9% | 0.598% | |
8/13/2025 | 1832 Asset Management L.P. | 31,184 | $1.52M | 0.0% | +4.2% | 0.034% | |
8/13/2025 | CW Advisors LLC | 32,406 | $1.58M | 0.0% | -2.9% | 0.036% | |
8/13/2025 | Acorns Advisers LLC | 10,198,998 | $496.18M | 4.3% | -6.6% | 11.183% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 762 | $37K | 0.0% | N/A | 0.001% | |
8/13/2025 | Beacon Pointe Advisors LLC | 375,644 | $18.28M | 0.2% | +3.5% | 0.412% | |
8/13/2025 | Colonial Trust Advisors | 10,008 | $487K | 0.0% | -12.5% | 0.011% | |
8/13/2025 | Level Four Advisory Services LLC | 7,849 | $382K | 0.0% | -2.8% | 0.009% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 15,218 | $740K | 0.0% | +38.0% | 0.017% | |
8/13/2025 | Johnson Financial Group Inc. | 409,777 | $19.94M | 0.9% | +20.0% | 0.449% | |
8/13/2025 | Choreo LLC | 22,461 | $1.09M | 0.0% | +3.6% | 0.025% | |
8/12/2025 | J.W. Cole Advisors Inc. | 37,471 | $1.82M | 0.0% | +13.9% | 0.041% | |
8/12/2025 | XTX Topco Ltd | 4,452 | $217K | 0.0% | N/A | 0.005% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 108,237 | $5.27M | 0.0% | +2.1% | 0.119% | |
8/12/2025 | South Plains Financial Inc. | 31,534 | $1.53M | 1.1% | +11.0% | 0.035% | |
8/12/2025 | CreativeOne Wealth LLC | 10,478 | $510K | 0.0% | N/A | 0.011% | |
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8/12/2025 | Global Retirement Partners LLC | 14,274 | $694K | 0.0% | N/A | 0.016% | |
8/12/2025 | Coldstream Capital Management Inc. | 26,251 | $1.28M | 0.0% | +324.6% | 0.029% | |
8/12/2025 | Charles Schwab Investment Management Inc. | 2,400,472 | $116.78M | 0.0% | -19.6% | 2.632% | |
8/12/2025 | Richard W. Paul & Associates LLC | 41,452 | $2.02M | 0.7% | -1.4% | 0.045% | |
8/12/2025 | AlphaCore Capital LLC | 14,037 | $683K | 0.0% | -6.9% | 0.015% | |
8/12/2025 | Sfmg LLC | 5,210 | $253K | 0.0% | +4.7% | 0.006% | |
8/12/2025 | MAI Capital Management | 13,902 | $676K | 0.0% | +2.6% | 0.015% | |
8/12/2025 | Seeds Investor LLC | 72,102 | $3.51M | 0.8% | +16.7% | 0.079% | |
8/12/2025 | JPMorgan Chase & Co. | 930,891 | $45.29M | 0.0% | +24.2% | 1.021% | |
8/12/2025 | Weaver Consulting Group | 4,470 | $217K | 0.1% | N/A | 0.005% | |
8/11/2025 | TD Waterhouse Canada Inc. | 16,929 | $820K | 0.0% | +1.9% | 0.019% | |
8/11/2025 | HHM Wealth Advisors LLC | 24,216 | $1.18M | 0.1% | -1.7% | 0.027% | |
8/11/2025 | Wealthspire Advisors LLC | 35,361 | $1.72M | 0.0% | +4.2% | 0.039% | |
8/11/2025 | Diversified Portfolios Inc. | 14,414 | $701K | 0.1% | -4.9% | 0.016% | |
8/11/2025 | Wescott Financial Advisory Group LLC | 182,860 | $8.90M | 0.9% | +1.3% | 0.201% | |
8/11/2025 | Rockbridge Investment Management LCC | 39,695 | $1.93M | 0.2% | -2.3% | 0.044% | |
8/11/2025 | Greykasell Wealth Strategies Inc. | 12,065 | $587K | 0.3% | -8.9% | 0.013% | |
8/8/2025 | Horizon Family Wealth Inc. | 37,499 | $1.82M | 1.1% | -1.4% | 0.041% | |
8/8/2025 | Cetera Investment Advisers | 135,754 | $6.60M | 0.0% | -1.6% | 0.149% | |
8/8/2025 | Creative Planning | 214,769 | $10.45M | 0.0% | -8.5% | 0.235% | |
8/8/2025 | WealthShield Partners LLC | 3,901 | $190K | 0.0% | +19.0% | 0.004% | |
8/8/2025 | Independence Financial Advisors LLC | 271,837 | $13.23M | 5.1% | +1.1% | 0.298% | |
8/8/2025 | Omega Financial Group LLC | 273,767 | $13.32M | 4.7% | +1.4% | 0.300% | |
8/8/2025 | PNC Financial Services Group Inc. | 56,325 | $2.74M | 0.0% | -8.8% | 0.062% | |
8/8/2025 | Ironwood Investment Counsel LLC | 20,709 | $1.01M | 0.1% | -8.6% | 0.023% | |
8/8/2025 | Turn8 Private Wealth Inc. | 58,026 | $2.82M | 2.1% | +4.6% | 0.064% | |
8/8/2025 | eCIO Inc. | 53,961 | $2.63M | 1.1% | +1.0% | 0.059% | |
8/7/2025 | Lakeridge Wealth Management LLC | 210,089 | $10.22M | 4.7% | +2.0% | 0.230% | |
8/7/2025 | Samalin Investment Counsel LLC | 55,239 | $2.69M | 1.0% | +0.5% | 0.061% | |
8/7/2025 | Joseph Group Capital Management | 43,232 | $2.10M | 0.7% | -12.4% | 0.047% | |
8/7/2025 | Fonville Wealth Management LLC | 169,162 | $8.23M | 2.1% | +3.9% | 0.185% | |
8/7/2025 | Brio Consultants LLC | 129,174 | $6.28M | 0.9% | -1.5% | 0.142% | |
8/7/2025 | Sound View Wealth Advisors Group LLC | 50,322 | $2.45M | 0.2% | -0.8% | 0.055% | |
8/6/2025 | Prospera Financial Services Inc | 39,910 | $1.94M | 0.0% | +2.6% | 0.044% | |
8/6/2025 | AE Wealth Management LLC | 943 | $46K | 0.0% | -44.6% | 0.001% | |
8/6/2025 | Longview Financial Advisors LLC | 619 | $30K | 0.0% | -87.0% | 0.001% | |
8/6/2025 | Savant Capital LLC | 4,900 | $238K | 0.0% | +15.3% | 0.005% | |
8/6/2025 | Eukles Asset Management | 29,376 | $1.43M | 0.6% | -2.1% | 0.032% | |
8/6/2025 | Washington Trust Bank | 43,684 | $2.13M | 0.2% | +197.2% | 0.048% | |
8/6/2025 | Stone House Investment Management LLC | 42,598 | $2.07M | 0.4% | +3.1% | 0.047% | |
8/5/2025 | Main Street Research LLC | 18,966 | $923K | 0.1% | +9.8% | 0.021% | |
8/5/2025 | Crestwood Advisors Group LLC | 18,152 | $883K | 0.0% | +52.8% | 0.020% | |
8/5/2025 | Magnolia Capital Advisors LLC | 7,122 | $346K | 0.1% | -11.9% | 0.008% | |
8/5/2025 | Bank of New York Mellon Corp | 268,229 | $13.05M | 0.0% | +13.3% | 0.294% | |
8/5/2025 | BCGM Wealth Management LLC | 88,644 | $4.31M | 1.2% | +1.9% | 0.097% | |
8/5/2025 | Hunter Associates Investment Management LLC | 362,911 | $17.62M | 2.6% | -0.5% | 0.398% | |
8/5/2025 | Bank of Montreal Can | 99,409 | $4.84M | 0.0% | -51.9% | 0.109% | |
8/5/2025 | Alexander Randolph Advisory Inc. | 250,491 | $12.19M | 10.9% | +19.5% | 0.275% | |
8/5/2025 | Aviance Capital Partners LLC | 8,198 | $399K | 0.1% | -3.3% | 0.009% | |
8/4/2025 | Rede Wealth LLC | 5,409 | $263K | 0.1% | -7.3% | 0.006% | |
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8/4/2025 | Spinnaker Trust | 1,338,348 | $65.11M | 3.9% | -2.9% | 1.467% | |
8/4/2025 | Assetmark Inc. | 1,748 | $85K | 0.0% | +1,394.0% | 0.002% | |
8/4/2025 | Keybank National Association OH | 114,721 | $5.58M | 0.0% | +8.5% | 0.126% | |
8/4/2025 | World Investment Advisors | 5,130 | $250K | 0.0% | +6.9% | 0.006% | |
8/1/2025 | Oarsman Capital Inc. | 21,261 | $1.03M | 0.2% | -9.4% | 0.023% | |
8/1/2025 | Providence First Trust Co | 130,588 | $6.35M | 2.2% | +1.6% | 0.143% | |
8/1/2025 | Rossby Financial LCC | 643 | $31K | 0.0% | -53.5% | 0.001% | |
8/1/2025 | Koss Olinger Consulting LLC | 468,079 | $22.77M | 1.9% | -4.9% | 0.513% | |
8/1/2025 | Curat Global LLC | 6,442 | $313K | 0.3% | +24.5% | 0.007% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 9,821 | $478K | 0.0% | -3.5% | 0.011% | |