8/27/2025 | Orion Porfolio Solutions LLC | 99,102 | $6.47M | 0.1% | -5.8% | 0.192% | |
8/16/2025 | Evergreen Capital Management LLC | 30,441 | $1.99M | 0.1% | -2.0% | 0.059% | |
8/15/2025 | Captrust Financial Advisors | 8,955 | $584K | 0.0% | -8.2% | 0.017% | |
8/15/2025 | Orion Porfolio Solutions LLC | 824,495 | $53.80M | 0.4% | +683.4% | 1.595% | |
8/15/2025 | MML Investors Services LLC | 38,551 | $2.52M | 0.0% | -5.8% | 0.075% | |
8/15/2025 | IHT Wealth Management LLC | 5,770 | $376K | 0.0% | -12.7% | 0.011% | |
8/15/2025 | EP Wealth Advisors LLC | 6,307 | $412K | 0.0% | -16.7% | 0.012% | |
8/15/2025 | Bank of America Corp DE | 287,652 | $18.77M | 0.0% | -3.1% | 0.556% | |
8/15/2025 | Ameriprise Financial Inc. | 641,593 | $41.91M | 0.0% | +143.6% | 1.241% | |
8/14/2025 | Strategic Wealth Investment Group LLC | 2,063 | $135K | 0.2% | N/A | 0.004% | |
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8/14/2025 | Jane Street Group LLC | 50,722 | $3.31M | 0.0% | -68.3% | 0.098% | |
8/14/2025 | Raymond James Financial Inc. | 209,967 | $13.70M | 0.0% | -0.4% | 0.406% | |
8/14/2025 | Quantinno Capital Management LP | 5,463 | $356K | 0.0% | N/A | 0.011% | |
8/14/2025 | Vivaldi Capital Management LP | 8,034 | $524K | 0.1% | -1.9% | 0.016% | |
8/14/2025 | Qube Research & Technologies Ltd | 16,336 | $1.07M | 0.0% | -58.4% | 0.032% | |
8/14/2025 | Sentinus LLC | 26,193 | $1.71M | 0.4% | -7.6% | 0.051% | |
8/14/2025 | Ally Invest Advisors Inc. | 13,135 | $857K | 0.1% | +4.9% | 0.025% | |
8/14/2025 | Cerity Partners LLC | 16,524 | $1.08M | 0.0% | -8.2% | 0.032% | |
8/13/2025 | Baird Financial Group Inc. | 292,585 | $19.09M | 0.0% | +8.3% | 0.566% | |
8/13/2025 | Crescent Grove Advisors LLC | 17,435 | $1.14M | 0.1% | -6.5% | 0.034% | |
8/13/2025 | Kilter Group LLC | 780 | $51K | 0.0% | N/A | 0.002% | |
8/13/2025 | VestGen Advisors LLC | 4,865 | $321K | 0.0% | -8.7% | 0.009% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 21,743 | $1.42M | 0.0% | +8.0% | 0.042% | |
8/13/2025 | Fortress Financial Solutions LLC | 7,989 | $521K | 0.6% | -8.0% | 0.015% | |
8/12/2025 | MAI Capital Management | 15,760 | $1.03M | 0.0% | -12.8% | 0.030% | |
8/12/2025 | JPMorgan Chase & Co. | 542 | $35K | 0.0% | -85.8% | 0.001% | |
8/12/2025 | Howe & Rusling Inc. | 1,155 | $75K | 0.0% | N/A | 0.002% | |
8/12/2025 | NFP Retirement Inc. | 14,938 | $975K | 0.1% | N/A | 0.029% | |
8/11/2025 | TD Waterhouse Canada Inc. | 4,051 | $263K | 0.0% | N/A | 0.008% | |
8/11/2025 | Perennial Investment Advisors LLC | 3,461 | $226K | 0.0% | N/A | 0.007% | |
8/11/2025 | Cannon Advisors Inc. | 7,676 | $501K | 0.4% | +30.4% | 0.015% | |
8/8/2025 | Kingsview Wealth Management LLC | 21,738 | $1.42M | 0.0% | -2.4% | 0.042% | |
8/8/2025 | Cetera Investment Advisers | 14,691 | $959K | 0.0% | +4.8% | 0.028% | |
8/8/2025 | Creative Planning | 8,618 | $562K | 0.0% | -1.8% | 0.017% | |
8/8/2025 | Foundations Investment Advisors LLC | 3,118 | $203K | 0.0% | N/A | 0.006% | |
8/8/2025 | PNC Financial Services Group Inc. | 11,201 | $731K | 0.0% | +190.0% | 0.022% | |
8/7/2025 | PFG Advisors | 39,698 | $2.59M | 0.1% | +10.2% | 0.077% | |
8/6/2025 | AE Wealth Management LLC | 15,304 | $999K | 0.0% | -5.6% | 0.030% | |
8/6/2025 | Atlantic Union Bankshares Corp | 7,635 | $498K | 0.0% | N/A | 0.015% | |
8/5/2025 | GPS Wealth Strategies Group LLC | 5,058 | $330K | 0.0% | -5.0% | 0.010% | |
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8/5/2025 | Benchmark Financial Wealth Advisors LLC | 3,085 | $201K | 0.1% | N/A | 0.006% | |
8/5/2025 | Hutchens & Kramer Investment Management Group LLC | 4,231 | $275K | 0.1% | -16.3% | 0.008% | |
8/5/2025 | Atlas Private Wealth Advisors | 46,844 | $3.06M | 0.4% | +100.0% | 0.091% | |
8/4/2025 | IFG Advisory LLC | 5,496 | $359K | 0.0% | N/A | 0.011% | |
8/4/2025 | Arkadios Wealth Advisors | 85,960 | $5.61M | 0.2% | +6.4% | 0.166% | |
8/4/2025 | Daymark Wealth Partners LLC | 90,338 | $5.90M | 0.2% | +2.3% | 0.175% | |
8/4/2025 | WNY Asset Management LLC | 7,046 | $460K | 0.1% | -13.3% | 0.014% | |
8/1/2025 | GWN Securities Inc. | 18,597 | $1.21M | 0.2% | +6.2% | 0.036% | |
8/1/2025 | Envestnet Asset Management Inc. | 82,530 | $5.39M | 0.0% | -2.0% | 0.159% | |
7/31/2025 | Wealthfront Advisers LLC | 11,167 | $729K | 0.0% | +26.7% | 0.022% | |
7/30/2025 | Strategic Blueprint LLC | 6,343 | $414K | 0.0% | -17.0% | 0.012% | |
7/30/2025 | Exencial Wealth Advisors LLC | 6,810 | $444K | 0.0% | -19.2% | 0.013% | |
7/30/2025 | Brookstone Capital Management | 90,384 | $5.90M | 0.1% | +10.0% | 0.174% | |
7/30/2025 | Crewe Advisors LLC | 385 | $25K | 0.0% | N/A | 0.001% | |
7/29/2025 | Stratos Wealth Advisors LLC | 133,813 | $8.73M | 0.5% | -1.1% | 0.258% | |
7/29/2025 | Stratos Investment Management LLC | 180,879 | $11.80M | 0.5% | -13.7% | 0.349% | |
7/28/2025 | Ritholtz Wealth Management | 20,508 | $1.34M | 0.0% | -53.6% | 0.040% | |
7/28/2025 | Harbour Investments Inc. | 4,720 | $308K | 0.0% | -8.1% | 0.009% | |
7/28/2025 | Courier Capital LLC | 12,821 | $837K | 0.1% | -1.4% | 0.025% | |
7/28/2025 | Equitable Trust Co. | 3,188 | $208K | 0.0% | N/A | 0.006% | |
7/28/2025 | RFG Advisory LLC | 3,122 | $204K | 0.0% | -50.2% | 0.006% | |
7/25/2025 | Concord Asset Management LLC VA | 3,958 | $258K | 0.0% | N/A | 0.008% | |
7/25/2025 | MGO One Seven LLC | 73,378 | $4.79M | 0.2% | +3.5% | 0.142% | |
7/25/2025 | CWM LLC | 189,514 | $12.37M | 0.0% | -6.3% | 0.366% | |
7/25/2025 | Apollon Wealth Management LLC | 11,387 | $743K | 0.0% | +9.7% | 0.022% | |
7/24/2025 | Blair William & Co. IL | 9,452 | $617K | 0.0% | -4.1% | 0.018% | |
7/23/2025 | Valmark Advisers Inc. | 67,542 | $4.41M | 0.1% | +0.3% | 0.130% | |
7/23/2025 | Detalus Advisors LLC | 8,033 | $524K | 0.2% | +8.2% | 0.015% | |
7/23/2025 | Sax Wealth Advisors LLC | 11,283 | $736K | 0.0% | -39.2% | 0.022% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 5,351 | $349K | 0.0% | -96.4% | 0.010% | |
7/22/2025 | Valley National Advisers Inc. | 18,480 | $1.21M | 0.2% | -3.9% | 0.036% | |
7/22/2025 | VAUGHAN & Co SECURITIES INC. | 12,591 | $822K | 0.5% | -81.9% | 0.024% | |
7/22/2025 | Wealthcare Capital Partners LLC | 31,725 | $2.07M | 1.0% | -5.1% | 0.061% | |
7/22/2025 | Wealthcare Capital Management LLC | 5,320 | $347K | 0.0% | -51.9% | 0.010% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 243,773 | $15.91M | 0.4% | +49.6% | 0.469% | |
7/22/2025 | Berger Financial Group Inc | 27,042 | $1.77M | 0.1% | -16.6% | 0.052% | |
7/21/2025 | Segment Wealth Management LLC | 108,171 | $7.06M | 0.4% | -3.1% | 0.208% | |
7/21/2025 | Curran Financial Partners LLC | 9,760 | $637K | 0.1% | N/A | 0.019% | |
7/21/2025 | Barrett & Company Inc. | 92,252 | $6.02M | 2.3% | +1.3% | 0.177% | |
7/21/2025 | Ameritas Advisory Services LLC | 2,491 | $163K | 0.0% | N/A | 0.005% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 268,020 | $17.49M | 0.1% | +856.5% | 0.515% | |
7/18/2025 | Truist Financial Corp | 47,574 | $3.10M | 0.0% | -1.8% | 0.091% | |
7/17/2025 | HB Wealth Management LLC | 7,025 | $458K | 0.0% | -6.6% | 0.014% | |
7/17/2025 | Janney Montgomery Scott LLC | 5,478 | $357K | 0.0% | -37.1% | 0.011% | |
7/17/2025 | Baron Silver Stevens Financial Advisors LLC | 40,491 | $2.64M | 0.4% | -11.6% | 0.078% | |
7/17/2025 | Archford Capital Strategies LLC | 9,344 | $610K | 0.1% | -41.0% | 0.018% | |
7/17/2025 | Symmetry Partners LLC | 5,391 | $352K | 0.0% | -3.4% | 0.010% | |
7/17/2025 | Clay Northam Wealth Management LLC | 9,986 | $652K | 0.4% | -2.0% | 0.019% | |
7/16/2025 | Destiny Wealth Partners LLC | 30,815 | $2.01M | 0.3% | -63.1% | 0.059% | |
7/16/2025 | Embree Financial Group | 4,023 | $263K | 0.0% | N/A | 0.008% | |
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7/14/2025 | Sweeney & Michel LLC | 29,790 | $1.95M | 0.7% | +5.8% | 0.057% | |
7/11/2025 | Farther Finance Advisors LLC | 6,607 | $431K | 0.0% | -16.3% | 0.013% | |
7/11/2025 | CX Institutional | 9,894 | $646K | 0.0% | +35.5% | 0.019% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 10,724 | $712K | 0.0% | -3.8% | 0.021% | |
7/10/2025 | American Financial Advisors LLC | 3,092 | $202K | 0.0% | N/A | 0.006% | |
7/10/2025 | Focus Financial Network Inc. | 5,266 | $344K | 0.0% | -6.5% | 0.010% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 173,122 | $11.30M | 0.3% | +0.6% | 0.332% | |
7/9/2025 | Pallas Capital Advisors LLC | 12,025 | $785K | 0.0% | -40.0% | 0.023% | |
7/9/2025 | Christopher J. Hasenberg Inc | 19,020 | $1.24M | 0.5% | N/A | 0.036% | |
5/20/2025 | Focus Partners Wealth | 12,043 | $693K | 0.0% | -13.8% | 0.023% | |