8/29/2025 | Evolution Wealth Management Inc. | 597 | $32K | 0.0% | N/A | 0.003% | |
8/27/2025 | Orion Porfolio Solutions LLC | 43,044 | $2.32M | 0.0% | -9.1% | 0.190% | |
8/26/2025 | Thrivent Financial for Lutherans | 10,110 | $545K | 0.0% | -95.5% | 0.045% | |
8/18/2025 | Kestra Investment Management LLC | 4,220 | $228K | 0.0% | -27.0% | 0.019% | |
8/15/2025 | Equitable Holdings Inc. | 49,278 | $2.66M | 0.0% | -29.3% | 0.217% | |
8/15/2025 | Captrust Financial Advisors | 3,830 | $207K | 0.0% | N/A | 0.017% | |
8/15/2025 | Smartleaf Asset Management LLC | 492 | $26K | 0.0% | N/A | 0.002% | |
8/15/2025 | Snowden Capital Advisors LLC | 19,462 | $1.05M | 0.0% | -20.0% | 0.086% | |
8/15/2025 | Orion Porfolio Solutions LLC | 402,982 | $22.91M | 0.2% | +751.0% | 1.775% | |
8/15/2025 | MML Investors Services LLC | 221,136 | $11.93M | 0.0% | -24.6% | 0.974% | |
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8/15/2025 | Modern Wealth Management LLC | 20,988 | $1.13M | 0.0% | +46.3% | 0.092% | |
8/15/2025 | Balanced Rock Investment Advisors LLC | 117,136 | $6.32M | 5.0% | -37.5% | 0.516% | |
8/15/2025 | Bank of America Corp DE | 116,126 | $6.26M | 0.0% | +19.9% | 0.512% | |
8/14/2025 | Jane Street Group LLC | 7,267 | $392K | 0.0% | -25.0% | 0.032% | |
8/14/2025 | Raymond James Financial Inc. | 25,028 | $1.35M | 0.0% | -10.1% | 0.110% | |
8/14/2025 | Diversify Advisory Services LLC | 9,326 | $524K | 0.0% | -55.2% | 0.041% | |
8/14/2025 | Clarity Asset Management Inc. | 817 | $44K | 0.0% | N/A | 0.004% | |
8/14/2025 | Sei Investments Co. | 715,184 | $38.57M | 0.0% | +15.0% | 3.151% | |
8/14/2025 | NewEdge Advisors LLC | 30,702 | $1.66M | 0.0% | -13.6% | 0.135% | |
8/14/2025 | Qube Research & Technologies Ltd | 1,945 | $105K | 0.0% | N/A | 0.009% | |
8/14/2025 | Transce3nd LLC | 550 | $30K | 0.0% | -30.8% | 0.002% | |
8/14/2025 | Ally Invest Advisors Inc. | 54,231 | $2.93M | 0.2% | +17.0% | 0.239% | |
8/14/2025 | Cerity Partners LLC | 70,589 | $3.81M | 0.0% | -16.5% | 0.311% | |
8/13/2025 | Flow Traders U.S. LLC | 27,807 | $1.50M | 0.1% | +307.4% | 0.122% | |
8/13/2025 | Gateway Wealth Partners LLC | 4,220 | $228K | 0.0% | -27.0% | 0.019% | |
8/13/2025 | Milestone Investment Advisors LLC | 5,757 | $310K | 0.1% | -9.8% | 0.025% | |
8/13/2025 | GeoWealth Management LLC | 53,161 | $2.87M | 0.1% | +14.3% | 0.234% | |
8/13/2025 | First Trust Advisors LP | 5,216 | $281K | 0.0% | +14.0% | 0.023% | |
8/13/2025 | EverSource Wealth Advisors LLC | 10,187 | $549K | 0.0% | -30.9% | 0.045% | |
8/13/2025 | CW Advisors LLC | 21,275 | $1.15M | 0.0% | +50.4% | 0.094% | |
8/13/2025 | Elios Financial Group Inc. | 29,980 | $1.62M | 0.7% | -17.2% | 0.132% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 2,523 | $142K | 0.0% | N/A | 0.011% | |
8/13/2025 | Van Hulzen Asset Management LLC | 13,309 | $718K | 0.1% | -7.0% | 0.059% | |
8/13/2025 | Mackenzie Financial Corp | 363,806 | $19.62M | 0.0% | -1.5% | 1.603% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 18,186 | $981K | 0.0% | -1.2% | 0.080% | |
8/13/2025 | Elevation Point Wealth Partners LLC | 2,670 | $144K | 0.0% | N/A | 0.012% | |
8/13/2025 | Maia Wealth LLC | 15,502 | $836K | 0.2% | -13.4% | 0.068% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 45,315 | $2.44M | 0.0% | -25.2% | 0.200% | |
8/12/2025 | CreativeOne Wealth LLC | 11,055 | $596K | 0.0% | -15.8% | 0.049% | |
8/12/2025 | JPMorgan Chase & Co. | 493,030 | $26.59M | 0.0% | -21.1% | 2.172% | |
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8/11/2025 | Perennial Investment Advisors LLC | 17,511 | $944K | 0.1% | -2.6% | 0.077% | |
8/11/2025 | Sofi Wealth LLC | 34,009 | $1.83M | 0.1% | +64.5% | 0.150% | |
8/8/2025 | Financial Gravity Companies Inc. | 3,167 | $171K | 0.0% | N/A | 0.014% | |
8/8/2025 | Tortoise Investment Management LLC | 7,262 | $392K | 0.0% | -8.6% | 0.032% | |
8/8/2025 | Avantax Advisory Services Inc. | 35,077 | $1.89M | 0.0% | -9.6% | 0.155% | |
8/8/2025 | Cetera Investment Advisers | 239,475 | $12.92M | 0.0% | -23.3% | 1.055% | |
8/8/2025 | Creative Planning | 16,039 | $865K | 0.0% | +19.5% | 0.071% | |
8/8/2025 | Wrapmanager Inc. | 4,920 | $265K | 0.1% | -43.1% | 0.022% | |
8/8/2025 | Accredited Investors Inc. | 78,611 | $4.24M | 0.3% | -4.9% | 0.346% | |
8/8/2025 | PNC Financial Services Group Inc. | 1,014 | $55K | 0.0% | -34.8% | 0.004% | |
8/8/2025 | Wealth Alliance LLC | 18,862 | $1.02M | 0.1% | -25.4% | 0.083% | |
8/8/2025 | eCIO Inc. | 13,053 | $704K | 0.3% | N/A | 0.058% | |
8/7/2025 | Allworth Financial LP | 283,077 | $15.27M | 0.1% | -0.3% | 1.247% | |
8/7/2025 | Keystone Financial Services | 13,654 | $736K | 0.3% | -32.8% | 0.060% | |
8/6/2025 | RWA Wealth Partners LLC | 108,942 | $5.88M | 0.1% | -6.4% | 0.480% | |
8/6/2025 | AGF Management Ltd. | 6,700 | $361K | 0.0% | -6.9% | 0.030% | |
8/6/2025 | Decker Retirement Planning Inc. | 83,825 | $4.52M | 2.6% | +30,161.7% | 0.369% | |
8/6/2025 | One Wealth Capital Management LLC | 14,040 | $757K | 0.4% | -34.2% | 0.062% | |
8/6/2025 | AE Wealth Management LLC | 3,176 | $171K | 0.0% | -26.6% | 0.014% | |
8/6/2025 | Valtinson Bruner Financial Planning LLC | 4,904 | $264K | 0.1% | -13.3% | 0.022% | |
8/6/2025 | Golden State Wealth Management LLC | 469 | $25K | 0.0% | -92.1% | 0.002% | |
8/6/2025 | First Horizon Advisors Inc. | 11,582 | $625K | 0.0% | +4.0% | 0.051% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 3,599 | $194K | 0.0% | -16.8% | 0.016% | |
8/4/2025 | Atria Investments Inc | 9,707 | $523K | 0.0% | -12.1% | 0.043% | |
8/4/2025 | Spinnaker Trust | 280,739 | $15.14M | 0.9% | +3.1% | 1.237% | |
8/4/2025 | Assetmark Inc. | 101,926 | $5.50M | 0.0% | -17.8% | 0.449% | |
8/4/2025 | World Investment Advisors | 16,790 | $906K | 0.0% | -26.3% | 0.074% | |
8/1/2025 | Austin Private Wealth LLC | 24,905 | $1.34M | 0.1% | -20.1% | 0.110% | |
8/1/2025 | Equita Financial Network Inc. | 45,693 | $2.46M | 1.0% | -14.2% | 0.201% | |
8/1/2025 | Rossby Financial LCC | 1,898 | $102K | 0.0% | -20.6% | 0.008% | |
8/1/2025 | Envestnet Asset Management Inc. | 3,730,985 | $201.21M | 0.1% | -27.9% | 16.436% | |
7/31/2025 | Opes Wealth Management LLC | 44,795 | $2.42M | 0.4% | +2.9% | 0.197% | |
7/30/2025 | Strategic Blueprint LLC | 9,137 | $493K | 0.0% | -27.7% | 0.040% | |
7/30/2025 | Rehmann Capital Advisory Group | 3,943 | $213K | 0.0% | N/A | 0.017% | |
7/30/2025 | Black Diamond Financial LLC | 4,049 | $218K | 0.0% | N/A | 0.018% | |
7/30/2025 | WBH Advisory Inc. | 7,112 | $384K | 0.0% | -23.1% | 0.031% | |
7/29/2025 | Financial Advisors LLC | 59,514 | $3.21M | 0.6% | +56.8% | 0.262% | |
7/29/2025 | Madison Wealth Partners Inc | 3,745 | $202K | 0.0% | N/A | 0.016% | |
7/29/2025 | International Assets Investment Management LLC | 9,416 | $508K | 0.0% | N/A | 0.041% | |
7/29/2025 | Stratos Wealth Partners LTD. | 36,786 | $1.98M | 0.0% | -3.4% | 0.162% | |
7/29/2025 | Two West Capital Advisors LLC | 3,870 | $216K | 0.1% | N/A | 0.017% | |
7/29/2025 | Horst & Graben Wealth Management LLC | 56,386 | $3.04M | 0.5% | -22.5% | 0.248% | |
7/29/2025 | Aire Advisors LLC | 4,041 | $218K | 0.0% | N/A | 0.018% | |
7/28/2025 | Harbour Investments Inc. | 6,387 | $344K | 0.0% | -9.0% | 0.028% | |
7/28/2025 | Cypress Wealth Services LLC | 5,520 | $298K | 0.1% | N/A | 0.024% | |
7/28/2025 | Sagespring Wealth Partners LLC | 19,237 | $1.04M | 0.0% | -16.3% | 0.085% | |
7/28/2025 | RFG Advisory LLC | 21,263 | $1.15M | 0.0% | -28.3% | 0.094% | |
7/28/2025 | Axxcess Wealth Management LLC | 5,645 | $304K | 0.0% | +11.0% | 0.025% | |
7/25/2025 | Atria Wealth Solutions Inc. | 20,708 | $1.12M | 0.0% | -84.1% | 0.091% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 770,227 | $41.54M | 0.2% | -35.2% | 3.401% | |
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7/25/2025 | MGO One Seven LLC | 24,880 | $1.34M | 0.0% | -18.2% | 0.110% | |
7/25/2025 | CWM LLC | 21,251 | $1.15M | 0.0% | -3.1% | 0.094% | |
7/25/2025 | Sovereign Financial Group Inc. | 5,329 | $287K | 0.1% | -28.0% | 0.024% | |
7/24/2025 | Financial Connections Group Inc. | 222,581 | $12.00M | 5.0% | +0.9% | 0.983% | |
7/24/2025 | JFS Wealth Advisors LLC | 3,082 | $166K | 0.0% | -33.6% | 0.014% | |
7/24/2025 | JB Capital LLC | 4,976 | $268K | 0.0% | -25.8% | 0.022% | |
7/24/2025 | Endeavor Private Wealth Inc. | 5,864 | $316K | 0.1% | +19.6% | 0.026% | |
7/23/2025 | Values Added Financial LLC | 14,729 | $794K | 0.4% | +36.7% | 0.065% | |
7/23/2025 | Optas LLC | 85,247 | $4.60M | 0.9% | +1.1% | 0.376% | |
7/23/2025 | Dohj LLC | 21,231 | $1.15M | 0.3% | -42.9% | 0.094% | |