9/12/2025 | Valeo Financial Advisors LLC | 17,473 | $1.10M | 0.0% | N/A | 0.007% | |
9/11/2025 | Milestones Private Investment Advisors LLC | 20,657 | $1.30M | 1.0% | N/A | 0.008% | |
9/4/2025 | Osaic Holdings Inc. | 3,240,145 | $203.19M | 0.4% | +6.8% | 1.328% | |
8/29/2025 | Evolution Wealth Management Inc. | 6,107 | $383K | 0.5% | N/A | 0.003% | |
8/29/2025 | Centaurus Financial Inc. | 9,765 | $613K | 0.0% | +26.3% | 0.004% | |
8/27/2025 | Orion Porfolio Solutions LLC | 103,233 | $6.48M | 0.1% | +16.4% | 0.042% | |
8/26/2025 | Thrivent Financial for Lutherans | 35,116 | $2.20M | 0.0% | -53.3% | 0.014% | |
8/26/2025 | Claris Financial LLC | 40,211 | $2.52M | 1.9% | -4.1% | 0.016% | |
8/20/2025 | Coppell Advisory Solutions LLC | 106,077 | $6.62M | 0.8% | +156.9% | 0.043% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 8,997 | $564K | 0.0% | N/A | 0.004% | |
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8/19/2025 | Newbridge Financial Services Group Inc. | 4,460 | $280K | 0.0% | +346.0% | 0.002% | |
8/19/2025 | Advisory Services Network LLC | 25,869 | $1.64M | 0.0% | -7.7% | 0.011% | |
8/18/2025 | N.E.W. Advisory Services LLC | 22,020 | $1.38M | 0.1% | -88.7% | 0.009% | |
8/18/2025 | Geneos Wealth Management Inc. | 266,237 | $16.70M | 0.4% | +96.6% | 0.109% | |
8/18/2025 | Kestra Investment Management LLC | 3,517 | $221K | 0.0% | N/A | 0.001% | |
8/15/2025 | First Heartland Consultants Inc. | 364,470 | $22.87M | 2.0% | +26.7% | 0.149% | |
8/15/2025 | Asset Allocation Strategies LLC | 55,405 | $3.48M | 0.7% | -10.1% | 0.023% | |
8/15/2025 | Corient Private Wealth LLC | 7,843 | $492K | 0.0% | N/A | 0.003% | |
8/15/2025 | Equitable Holdings Inc. | 1,018,270 | $63.89M | 0.5% | +5.6% | 0.417% | |
8/15/2025 | Florida Financial Advisors LLC | 4,353 | $275K | 0.1% | +8.7% | 0.002% | |
8/15/2025 | Captrust Financial Advisors | 14,110 | $885K | 0.0% | +41.6% | 0.006% | |
8/15/2025 | Visionary Wealth Advisors | 78,142 | $4.90M | 0.3% | +31.1% | 0.032% | |
8/15/2025 | Snowden Capital Advisors LLC | 32,708 | $2.05M | 0.1% | -2.6% | 0.013% | |
8/15/2025 | Orion Porfolio Solutions LLC | 103,233 | $6.48M | 0.0% | +16.4% | 0.042% | |
8/15/2025 | MML Investors Services LLC | 1,358,900 | $85.26M | 0.2% | +7.0% | 0.557% | |
8/15/2025 | Modern Wealth Management LLC | 56,241 | $3.53M | 0.1% | +5.6% | 0.023% | |
8/15/2025 | IHT Wealth Management LLC | 236,612 | $14.85M | 0.4% | +1.6% | 0.097% | |
8/15/2025 | Great Valley Advisor Group Inc. | 60,375 | $3.79M | 0.1% | +54.6% | 0.025% | |
8/15/2025 | Gallagher Fiduciary Advisors LLC | 119,055 | $7.47M | 0.0% | +191.9% | 0.049% | |
8/15/2025 | Garden State Investment Advisory Services LLC | 7,495 | $470K | 0.1% | -14.0% | 0.003% | |
8/15/2025 | EP Wealth Advisors LLC | 1,633 | $102K | 0.0% | N/A | 0.001% | |
8/15/2025 | Benjamin Edwards Inc. | 367,052 | $23.03M | 0.3% | +12.5% | 0.150% | |
8/15/2025 | BNP Paribas Financial Markets | 58,408 | $3.67M | 0.0% | +176.0% | 0.024% | |
8/15/2025 | Bank of America Corp DE | 6,537,057 | $410.14M | 0.0% | +4.1% | 2.679% | |
8/15/2025 | Ameriprise Financial Inc. | 7,074,097 | $442.53M | 0.1% | +15.7% | 2.899% | |
8/14/2025 | CLG LLC | 190,128 | $11.93M | 3.7% | -17.6% | 0.078% | |
8/14/2025 | Florida Financial Advisors LLC | 4,353 | $275K | 0.2% | +8.7% | 0.002% | |
8/14/2025 | Jane Street Group LLC | 28,113 | $1.76M | 0.0% | +151.0% | 0.012% | |
8/14/2025 | Ausdal Financial Partners Inc. | 79,960 | $5.02M | 0.3% | +11.1% | 0.033% | |
8/14/2025 | Raymond James Financial Inc. | 11,201,473 | $702.78M | 0.2% | +1.8% | 4.591% | |
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8/14/2025 | Darwin Wealth Management LLC | 22,844 | $1.43M | 0.5% | N/A | 0.009% | |
8/14/2025 | Betterment LLC | 48,475 | $3.04M | 0.0% | +19.4% | 0.020% | |
8/14/2025 | Main Street Financial Solutions LLC | 56,561 | $3.55M | 0.3% | -0.8% | 0.023% | |
8/14/2025 | NewEdge Advisors LLC | 931,960 | $58.47M | 0.3% | +3.8% | 0.382% | |
8/14/2025 | Qube Research & Technologies Ltd | 1,021 | $64K | 0.0% | -99.1% | 0.000% | |
8/14/2025 | Certuity LLC | 25,102 | $1.58M | 0.1% | +561.8% | 0.010% | |
8/14/2025 | Marshall Investment Management LLC | 5,256 | $330K | 1.6% | -96.1% | 0.002% | |
8/14/2025 | Acorn Wealth Advisors LLC | 3,648 | $229K | 0.1% | N/A | 0.001% | |
8/14/2025 | Cary Street Partners Financial LLC | 27,483 | $1.72M | 0.0% | -1.1% | 0.011% | |
8/14/2025 | Cerity Partners LLC | 5,657 | $355K | 0.0% | +38.1% | 0.002% | |
8/13/2025 | Per Stirling Capital Management LLC. | 145,728 | $9.14M | 1.2% | +2.6% | 0.060% | |
8/13/2025 | Rockport Wealth LLC | 87,291 | $5.48M | 1.3% | -30.4% | 0.036% | |
8/13/2025 | Victory Financial Group LLC | 11,898 | $746K | 0.1% | -12.7% | 0.005% | |
8/13/2025 | StoneX Group Inc. | 105,582 | $6.62M | 0.3% | -6.5% | 0.043% | |
8/13/2025 | Cresset Asset Management LLC | 23,579 | $1.48M | 0.0% | +2.5% | 0.010% | |
8/13/2025 | Proactive Wealth Strategies LLC | 63,974 | $4.01M | 1.9% | -3.0% | 0.026% | |
8/13/2025 | Gateway Wealth Partners LLC | 103,766 | $6.51M | 1.2% | +72.2% | 0.043% | |
8/13/2025 | Brown Advisory Inc. | 24,574 | $1.54M | 0.0% | +1.2% | 0.010% | |
8/13/2025 | Baird Financial Group Inc. | 906,359 | $56.87M | 0.1% | +4.5% | 0.371% | |
8/13/2025 | First Trust Advisors LP | 23,934 | $1.50M | 0.0% | +104.0% | 0.010% | |
8/13/2025 | EverSource Wealth Advisors LLC | 10,604 | $665K | 0.0% | +123.3% | 0.004% | |
8/13/2025 | CW Advisors LLC | 196,566 | $12.33M | 0.1% | N/A | 0.081% | |
8/13/2025 | Elios Financial Group Inc. | 105,859 | $6.64M | 3.0% | -1.0% | 0.043% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 33,621 | $2.18M | 0.7% | +5.7% | 0.014% | |
8/13/2025 | WCG Wealth Advisors LLC | 17,023 | $1.07M | 0.1% | -7.8% | 0.007% | |
8/13/2025 | Beacon Pointe Advisors LLC | 19,696 | $1.24M | 0.0% | -2.2% | 0.008% | |
8/13/2025 | Smith Moore & CO. | 173,000 | $10.85M | 0.9% | +80.8% | 0.071% | |
8/13/2025 | VestGen Advisors LLC | 372,731 | $23.39M | 0.9% | +0.3% | 0.153% | |
8/13/2025 | Legacy Capital Wealth Partners LLC | 158,580 | $9.53M | 2.0% | -5.1% | 0.065% | |
8/13/2025 | Denver Wealth Management Inc. | 146,810 | $9.21M | 3.8% | +18.7% | 0.060% | |
8/13/2025 | Level Four Advisory Services LLC | 107,003 | $6.71M | 0.2% | +7.7% | 0.044% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 2,438,734 | $153.01M | 0.1% | +3.8% | 0.999% | |
8/13/2025 | Elevation Point Wealth Partners LLC | 65,483 | $4.11M | 0.3% | +8.0% | 0.027% | |
8/13/2025 | Choreo LLC | 11,026 | $692K | 0.0% | +11.9% | 0.005% | |
8/13/2025 | Russell Investments Group Ltd. | 1,027 | $64K | 0.0% | -75.7% | 0.000% | |
8/13/2025 | Maia Wealth LLC | 11,306 | $709K | 0.1% | -14.3% | 0.005% | |
8/12/2025 | Richmond Investment Services LLC | 31,118 | $1.95M | 0.4% | +51.1% | 0.013% | |
8/12/2025 | J.W. Cole Advisors Inc. | 87,090 | $5.46M | 0.1% | +1.9% | 0.036% | |
8/12/2025 | Financial Advocates Investment Management | 69,579 | $4.37M | 0.4% | -2.7% | 0.029% | |
8/12/2025 | Spectrum Wealth Advisory Group LLC | 296,274 | $18.59M | 8.6% | +1.0% | 0.121% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 541,777 | $33.99M | 0.3% | +2.8% | 0.222% | |
8/12/2025 | Weitzel Financial Services Inc. | 140,311 | $8.98M | 3.8% | +3.8% | 0.058% | |
8/12/2025 | Jaffetilchin Investment Partners LLC | 76,570 | $4.80M | 0.3% | +55.9% | 0.031% | |
8/12/2025 | Insigneo Advisory Services LLC | 19,793 | $1.24M | 0.1% | -1.9% | 0.008% | |
8/12/2025 | CreativeOne Wealth LLC | 78,417 | $4.92M | 0.1% | +15.3% | 0.032% | |
8/12/2025 | Global Retirement Partners LLC | 185,356 | $11.63M | 0.3% | N/A | 0.076% | |
8/12/2025 | Intellus Advisors LLC | 325,463 | $20.42M | 3.0% | +3.5% | 0.133% | |
8/12/2025 | Forum Private Client Group LLC | 3,220 | $202K | 0.1% | -6.0% | 0.001% | |
8/12/2025 | Titleist Asset Management LLC | 76,458 | $4.80M | 0.5% | +2.6% | 0.031% | |
8/12/2025 | Barnes Pettey Financial Advisors LLC | 116,496 | $7.31M | 4.9% | -10.1% | 0.048% | |
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8/12/2025 | WealthBridge Capital Management LLC | 28,377 | $1.78M | 0.5% | +8.2% | 0.012% | |
8/12/2025 | Northeast Planning Associates INC. NH | 37,095 | $2.33M | 2.1% | +1.8% | 0.015% | |
8/12/2025 | Cozad Asset Management Inc. | 98,944 | $6.21M | 0.5% | +10.4% | 0.041% | |
8/12/2025 | MAI Capital Management | 16,748 | $1.05M | 0.0% | -23.6% | 0.007% | |
8/12/2025 | JPMorgan Chase & Co. | 981,307 | $61.57M | 0.0% | -30.4% | 0.402% | |
8/12/2025 | Wisconsin Wealth Advisors LLC | 56,755 | $3.56M | 4.1% | +6.3% | 0.023% | |
8/12/2025 | PKS Advisory Services LLC | 28,333 | $1.78M | 0.4% | +9.7% | 0.012% | |
8/12/2025 | GDS Wealth Management | 3,193 | $200K | 0.0% | N/A | 0.001% | |
8/11/2025 | Perennial Investment Advisors LLC | 388,880 | $24.40M | 2.4% | +14.9% | 0.159% | |
8/11/2025 | Purus Wealth Management LLC | 50,018 | $3.14M | 1.1% | -0.6% | 0.020% | |