9/19/2025 | Base Wealth Management LLC | 1,114 | $253K | 0.2% | -5.2% | 0.000% | |
9/11/2025 | Milestones Private Investment Advisors LLC | 22,380 | $5.08M | 3.8% | N/A | 0.009% | |
9/11/2025 | Silicon Valley Capital Partners | 233 | $53K | 0.0% | +133.0% | 0.000% | |
9/9/2025 | NWF Advisory Services Inc. | 10,101 | $2.29M | 0.3% | -35.8% | 0.004% | |
9/4/2025 | Osaic Holdings Inc. | 1,031,992 | $234.44M | 0.4% | +14.2% | 0.430% | |
9/4/2025 | Beacon Capital Management Inc. | 210 | $48K | 0.0% | N/A | 0.000% | |
8/29/2025 | Total Investment Management Inc. | 699 | $159K | 0.0% | N/A | 0.000% | |
8/29/2025 | Centaurus Financial Inc. | 26,695 | $6.06M | 0.4% | +2,252.0% | 0.011% | |
8/27/2025 | Barnes Wealth Management Group Inc | 1,689 | $384K | 0.2% | N/A | 0.001% | |
8/27/2025 | Orion Porfolio Solutions LLC | 78,288 | $17.78M | 0.2% | -5.9% | 0.033% | |
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8/26/2025 | Thrivent Financial for Lutherans | 12,004 | $2.73M | 0.0% | -95.2% | 0.005% | |
8/25/2025 | Fulcrum Equity Management | 6,553 | $1.49M | 1.5% | N/A | 0.003% | |
8/25/2025 | BLVD Private Wealth LLC | 4,045 | $919K | 0.9% | N/A | 0.002% | |
8/22/2025 | Carter Financial Group INC. | 48,678 | $11.06M | 7.2% | N/A | 0.020% | |
8/20/2025 | Coppell Advisory Solutions LLC | 1,182 | $267K | 0.0% | -92.7% | 0.000% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 2,848 | $647K | 0.0% | N/A | 0.001% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 446 | $101K | 0.0% | +92.2% | 0.000% | |
8/19/2025 | Cape Investment Advisory Inc. | 2,632 | $598K | 0.2% | -14.6% | 0.001% | |
8/19/2025 | Advisory Services Network LLC | 23,857 | $5.55M | 0.1% | -4.7% | 0.010% | |
8/19/2025 | Anchor Investment Management LLC | 40,070 | $9.10M | 0.8% | -0.8% | 0.017% | |
8/18/2025 | Tyler Stone Wealth Management | 6,521 | $1.48M | 0.2% | +27.9% | 0.003% | |
8/18/2025 | Tactive Advisors LLC | 6,073 | $1.38M | 0.4% | N/A | 0.003% | |
8/18/2025 | N.E.W. Advisory Services LLC | 1,099 | $250K | 0.0% | +5.5% | 0.000% | |
8/18/2025 | Geneos Wealth Management Inc. | 16,757 | $3.81M | 0.1% | +465.7% | 0.007% | |
8/18/2025 | Hollencrest Capital Management | 428,366 | $97.28M | 4.1% | +1.4% | 0.179% | |
8/18/2025 | Cornerstone Financial Group LLC NE | 22,707 | $5.16M | 4.4% | +2.4% | 0.009% | |
8/15/2025 | Tower Research Capital LLC TRC | 8,076 | $1.83M | 0.0% | N/A | 0.003% | |
8/15/2025 | First Heartland Consultants Inc. | 24,029 | $5.46M | 0.5% | -8.8% | 0.010% | |
8/15/2025 | Global View Capital Management LLC | 14,164 | $3.22M | 1.0% | N/A | 0.006% | |
8/15/2025 | Asset Allocation Strategies LLC | 435,112 | $98.81M | 18.9% | +728.3% | 0.181% | |
8/15/2025 | Blue Edge Capital LLC | 17,763 | $4.03M | 0.6% | -0.7% | 0.007% | |
8/15/2025 | Rakuten Securities Inc. | 1,150 | $261K | 0.1% | -35.7% | 0.000% | |
8/15/2025 | Corient Private Wealth LLC | 13,539 | $3.09M | 0.0% | +104.6% | 0.006% | |
8/15/2025 | Equitable Holdings Inc. | 272,197 | $61.82M | 0.5% | +10.9% | 0.114% | |
8/15/2025 | Florida Financial Advisors LLC | 9,235 | $2.10M | 0.7% | +22.5% | 0.004% | |
8/15/2025 | Captrust Financial Advisors | 10,167 | $2.31M | 0.0% | +69.9% | 0.004% | |
8/15/2025 | Blue Chip Partners LLC | 1,493 | $339K | 0.0% | +19.4% | 0.001% | |
8/15/2025 | Prevail Innovative Wealth Advisors LLC | 32,723 | $7.43M | 1.7% | +15.0% | 0.014% | |
8/15/2025 | Visionary Wealth Advisors | 35,770 | $8.12M | 0.4% | +245.0% | 0.015% | |
8/15/2025 | Seneschal Advisors LLC | 2,600 | $590K | 0.5% | +43.6% | 0.001% | |
|
8/15/2025 | Smartleaf Asset Management LLC | 4,149 | $936K | 0.1% | N/A | 0.002% | |
8/15/2025 | Snowden Capital Advisors LLC | 1,107 | $252K | 0.0% | N/A | 0.000% | |
8/15/2025 | Redwood Financial Network Corp | 24,734 | $5.62M | 3.8% | +2.0% | 0.010% | |
8/15/2025 | Orion Porfolio Solutions LLC | 78,288 | $17.78M | 0.1% | -5.9% | 0.033% | |
8/15/2025 | MML Investors Services LLC | 503,607 | $114.37M | 0.3% | +5.4% | 0.210% | |
8/15/2025 | Modern Wealth Management LLC | 69,702 | $15.83M | 0.4% | +121.3% | 0.029% | |
8/15/2025 | IHT Wealth Management LLC | 149,952 | $34.05M | 0.9% | +133.7% | 0.063% | |
8/15/2025 | Freedom Financial Partners LLC | 2,005 | $455K | 0.2% | +2.6% | 0.001% | |
8/15/2025 | Great Valley Advisor Group Inc. | 11,192 | $2.54M | 0.1% | +1.9% | 0.005% | |
8/15/2025 | Gallagher Fiduciary Advisors LLC | 1,439 | $327K | 0.0% | N/A | 0.001% | |
8/15/2025 | EP Wealth Advisors LLC | 143,056 | $32.49M | 0.2% | -0.7% | 0.060% | |
8/15/2025 | Benjamin Edwards Inc. | 2,938 | $667K | 0.0% | +12.7% | 0.001% | |
8/15/2025 | Byrne Financial Freedom LLC | 29,623 | $6.73M | 3.4% | +4.1% | 0.012% | |
8/15/2025 | Bank of America Corp DE | 1,179,452 | $267.85M | 0.0% | +4.0% | 0.492% | |
8/15/2025 | AQR Capital Management LLC | 45,536 | $10.34M | 0.0% | +17.6% | 0.019% | |
8/15/2025 | Ameriprise Financial Inc. | 1,887,027 | $428.54M | 0.1% | +18.1% | 0.787% | |
8/14/2025 | Florida Financial Advisors LLC | 10,465 | $2.39M | 1.7% | +38.8% | 0.004% | |
8/14/2025 | Camarda Financial Advisors LLC | 2,137 | $485K | 0.2% | +90.8% | 0.001% | |
8/14/2025 | Graney & King LLC | 19,758 | $4.49M | 3.0% | +7.8% | 0.008% | |
8/14/2025 | Ausdal Financial Partners Inc. | 8,632 | $1.96M | 0.1% | -1.6% | 0.004% | |
8/14/2025 | Financial Advisors Network Inc. | 1,190 | $270K | 0.0% | +11.2% | 0.000% | |
8/14/2025 | Transamerica Financial Advisors LLC | 78,957 | $17.93M | 1.7% | +4.1% | 0.033% | |
8/14/2025 | Betterment LLC | 116,212 | $26.39M | 0.1% | +110.8% | 0.048% | |
8/14/2025 | Quantinno Capital Management LP | 5,727 | $1.30M | 0.0% | +48.5% | 0.002% | |
8/14/2025 | Diversify Advisory Services LLC | 6,119 | $1.46M | 0.1% | +53.6% | 0.003% | |
8/14/2025 | Napa Wealth Management | 24,434 | $5.55M | 2.7% | +63.3% | 0.010% | |
8/14/2025 | LWM Advisory Services LLC | 10,375 | $2.36M | 1.6% | +153.8% | 0.004% | |
8/14/2025 | Ieq Capital LLC | 237,274 | $53.89M | 0.3% | +1.8% | 0.099% | |
8/14/2025 | Main Street Financial Solutions LLC | 2,494 | $566K | 0.0% | N/A | 0.001% | |
8/14/2025 | FWL Investment Management LLC | 4,083 | $927K | 0.3% | -29.6% | 0.002% | |
8/14/2025 | The Manufacturers Life Insurance Company | 30,400 | $6.90M | 0.0% | +40.1% | 0.013% | |
8/14/2025 | Sand Hill Global Advisors LLC | 1,157 | $263K | 0.0% | +4.3% | 0.000% | |
8/14/2025 | Faithward Advisors LLC | 14,953 | $3.40M | 0.5% | N/A | 0.006% | |
8/14/2025 | NewEdge Advisors LLC | 162,434 | $36.89M | 0.2% | +35.0% | 0.068% | |
8/14/2025 | Aldebaran Financial Inc. | 3,944 | $896K | 1.0% | +1.5% | 0.002% | |
8/14/2025 | Certuity LLC | 3,992 | $907K | 0.1% | N/A | 0.002% | |
8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 917,558 | $208.38M | 8.1% | +9.3% | 0.383% | |
8/14/2025 | Navis Wealth Advisors LLC | 4,719 | $1.07M | 0.9% | N/A | 0.002% | |
8/14/2025 | Bank of Nova Scotia | 1,222,890 | $277.72M | 0.6% | N/A | 0.510% | |
8/14/2025 | BlackDiamond Wealth Management LLC | 3,257 | $733K | 0.4% | +21.1% | 0.001% | |
8/14/2025 | Cerity Partners LLC | 381,584 | $86.66M | 0.2% | +2.9% | 0.159% | |
8/13/2025 | Avestar Capital LLC | 30,338 | $6.89M | 0.5% | N/A | 0.013% | |
8/13/2025 | StoneX Group Inc. | 8,675 | $1.97M | 0.1% | +3.4% | 0.004% | |
8/13/2025 | Vance Wealth LLC | 33,242 | $7.55M | 2.5% | +9.3% | 0.014% | |
8/13/2025 | RFP Financial Group LLC | 4,100 | $931K | 0.4% | N/A | 0.002% | |
8/13/2025 | Cresset Asset Management LLC | 372,545 | $84.61M | 0.4% | +31.5% | 0.155% | |
8/13/2025 | Proactive Wealth Strategies LLC | 4,305 | $978K | 0.5% | +2.0% | 0.002% | |
8/13/2025 | SCS Capital Management LLC | 15,436 | $3.51M | 0.0% | +603.2% | 0.006% | |
8/13/2025 | GeoWealth Management LLC | 36,326 | $8.25M | 0.3% | +678.9% | 0.015% | |
8/13/2025 | Baird Financial Group Inc. | 12,678 | $2.88M | 0.0% | +37.4% | 0.005% | |
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8/13/2025 | Crescent Grove Advisors LLC | 8,829 | $2.01M | 0.2% | +7.2% | 0.004% | |
8/13/2025 | JBR Co Financial Management Inc | 32,176 | $7.31M | 3.6% | +7.3% | 0.013% | |
8/13/2025 | EverSource Wealth Advisors LLC | 1,960 | $445K | 0.0% | +128.7% | 0.001% | |
8/13/2025 | Invesco Ltd. | 10,834,831 | $2.46B | 0.4% | +18.8% | 4.519% | |
8/13/2025 | Luminist Capital LLC | 31,388 | $7.07M | 7.0% | N/A | 0.013% | |
8/13/2025 | CW Advisors LLC | 24,025 | $5.46M | 0.1% | +14.5% | 0.010% | |
8/13/2025 | Elios Financial Group Inc. | 36,344 | $8.25M | 3.7% | -7.2% | 0.015% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 5,746 | $1.37M | 0.4% | +9.0% | 0.002% | |
8/13/2025 | WCG Wealth Advisors LLC | 18,116 | $4.11M | 0.3% | -11.4% | 0.008% | |
8/13/2025 | Beacon Pointe Advisors LLC | 4,903 | $1.11M | 0.0% | -2.9% | 0.002% | |