8/27/2025 | Cypress Capital Advisors LLC | 147,851 | $6.01M | 3.8% | +19.8% | 0.043% | |
8/27/2025 | Tribridge Partners Financial LLC | 513,617 | $20.88M | 12.3% | N/A | 0.148% | |
8/27/2025 | Orion Porfolio Solutions LLC | 155,285 | $6.31M | 0.1% | +41.7% | 0.045% | |
8/26/2025 | Nautilus Advisors LLC | 34,163 | $1.39M | 1.0% | +78.0% | 0.010% | |
8/25/2025 | Silverlake Wealth Management LLC | 23,983 | $975K | 0.3% | +6.7% | 0.007% | |
8/19/2025 | Cape Investment Advisory Inc. | 940 | $38K | 0.0% | -56.8% | 0.000% | |
8/19/2025 | Advisory Services Network LLC | 277,003 | $11.56M | 0.2% | +28.0% | 0.080% | |
8/19/2025 | Cim LLC | 16,040 | $652K | 0.1% | +31.8% | 0.005% | |
8/18/2025 | Tyler Stone Wealth Management | 62,804 | $2.55M | 0.4% | +19.4% | 0.018% | |
8/18/2025 | Geneos Wealth Management Inc. | 771,867 | $31.38M | 0.8% | +19.4% | 0.223% | |
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8/18/2025 | Kestra Investment Management LLC | 1,469,931 | $59.75M | 1.8% | -17.5% | 0.424% | |
8/18/2025 | Wellington Capital Management Inc. | 17,451 | $709K | 1.0% | N/A | 0.005% | |
8/15/2025 | High Falls Advisors Inc | 10,879 | $442K | 0.1% | +14.7% | 0.003% | |
8/15/2025 | Corient Private Wealth LLC | 65,101 | $2.65M | 0.0% | N/A | 0.019% | |
8/15/2025 | Equitable Holdings Inc. | 453,874 | $18.45M | 0.2% | +160.1% | 0.131% | |
8/15/2025 | Captrust Financial Advisors | 1,209,719 | $49.18M | 0.1% | +16.7% | 0.349% | |
8/15/2025 | WFA of San Diego LLC | 2,000 | $81K | 0.1% | N/A | 0.001% | |
8/15/2025 | Lantern Wealth Advisors LLC | 9,394 | $382K | 0.2% | N/A | 0.003% | |
8/15/2025 | Visionary Wealth Advisors | 12,601 | $512K | 0.0% | +2.9% | 0.004% | |
8/15/2025 | Smartleaf Asset Management LLC | 181,105 | $7.33M | 0.6% | +12.1% | 0.052% | |
8/15/2025 | Orion Porfolio Solutions LLC | 749,909 | $29.61M | 0.2% | +584.5% | 0.216% | |
8/15/2025 | MML Investors Services LLC | 3,262,607 | $132.63M | 0.4% | +16.5% | 0.941% | |
8/15/2025 | Modern Wealth Management LLC | 36,574 | $1.49M | 0.0% | +15.1% | 0.011% | |
8/15/2025 | IHT Wealth Management LLC | 18,540 | $754K | 0.0% | +3.0% | 0.005% | |
8/15/2025 | Great Valley Advisor Group Inc. | 1,093,942 | $44.47M | 1.0% | +1,086.2% | 0.316% | |
8/15/2025 | Benjamin Edwards Inc. | 409,183 | $16.63M | 0.2% | +19.6% | 0.118% | |
8/15/2025 | Bank of America Corp DE | 11,478,224 | $466.59M | 0.0% | +0.6% | 3.312% | |
8/15/2025 | Acas LLC | 285,443 | $12.10M | 8.2% | +4.9% | 0.082% | |
8/15/2025 | Ameriprise Financial Inc. | 16,317 | $663K | 0.0% | -33.1% | 0.005% | |
8/14/2025 | CLG LLC | 303,824 | $12.35M | 3.9% | +32.2% | 0.088% | |
8/14/2025 | Challenger Wealth Management | 433,728 | $17.63M | 12.2% | +11.2% | 0.125% | |
8/14/2025 | Raymond James Financial Inc. | 8,464,909 | $344.10M | 0.1% | +8.8% | 2.442% | |
8/14/2025 | Keystone Financial Services LLC | 16,056 | $653K | 0.5% | +12.1% | 0.005% | |
8/14/2025 | Betterment LLC | 10,640 | $433K | 0.0% | +20.1% | 0.003% | |
8/14/2025 | Quantinno Capital Management LP | 62,158 | $2.53M | 0.0% | +332.7% | 0.018% | |
8/14/2025 | Diversify Wealth Management LLC | 7,553 | $320K | 0.0% | N/A | 0.002% | |
8/14/2025 | Operose Advisors LLC | 3,100 | $126K | 0.0% | N/A | 0.001% | |
8/14/2025 | Sei Investments Co. | 1,163,011 | $47.28M | 0.1% | +19.5% | 0.336% | |
8/14/2025 | NewEdge Advisors LLC | 1,220,320 | $49.61M | 0.3% | -10.9% | 0.352% | |
8/14/2025 | Menora Mivtachim Holdings LTD. | 162,380 | $6.60M | 0.0% | +54.6% | 0.047% | |
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8/14/2025 | Qube Research & Technologies Ltd | 10,233 | $416K | 0.0% | -87.4% | 0.003% | |
8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 845,883 | $34.39M | 1.3% | +8.0% | 0.244% | |
8/14/2025 | Obsidian Personal Planning Solutions LLC | 226,782 | $9.22M | 3.7% | +2.8% | 0.065% | |
8/14/2025 | Banco de Sabadell S.A | 1,162 | $47K | 0.0% | N/A | 0.000% | |
8/14/2025 | Cary Street Partners Financial LLC | 186,349 | $7.58M | 0.2% | -32.7% | 0.054% | |
8/14/2025 | Cerity Partners LLC | 66,761 | $2.72M | 0.0% | +176.7% | 0.019% | |
8/13/2025 | Per Stirling Capital Management LLC. | 439,321 | $17.86M | 2.3% | +70.8% | 0.127% | |
8/13/2025 | StoneX Group Inc. | 12,940 | $526K | 0.0% | +65.7% | 0.004% | |
8/13/2025 | Strategic Family Wealth Counselors L.L.C. | 275,852 | $11.21M | 3.2% | +0.3% | 0.080% | |
8/13/2025 | Gateway Wealth Partners LLC | 20,941 | $851K | 0.2% | +5.6% | 0.006% | |
8/13/2025 | M Holdings Securities Inc. | 17,513 | $709K | 0.1% | N/A | 0.005% | |
8/13/2025 | Baird Financial Group Inc. | 1,789,782 | $72.76M | 0.1% | +21.7% | 0.516% | |
8/13/2025 | First Trust Advisors LP | 5,178 | $211K | 0.0% | N/A | 0.001% | |
8/13/2025 | EverSource Wealth Advisors LLC | 247,893 | $10.08M | 0.5% | +19.3% | 0.072% | |
8/13/2025 | RPg Family Wealth Advisory LLC | 120,548 | $4.90M | 1.3% | -1.2% | 0.035% | |
8/13/2025 | Smith Moore & CO. | 238,777 | $9.71M | 0.8% | -0.4% | 0.069% | |
8/13/2025 | VestGen Advisors LLC | 229,590 | $9.33M | 0.4% | +4.5% | 0.066% | |
8/13/2025 | Kuhn & Co Investment Counsel | 122,740 | $4.99M | 3.8% | +11.5% | 0.035% | |
8/13/2025 | Aspire Growth Partners LLC | 26,567 | $1.08M | 0.9% | -8.2% | 0.008% | |
8/13/2025 | Level Four Advisory Services LLC | 8,500 | $346K | 0.0% | N/A | 0.002% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 10,407,693 | $423.07M | 0.3% | +14.7% | 3.003% | |
8/13/2025 | Choreo LLC | 16,826 | $684K | 0.0% | +89.9% | 0.005% | |
8/12/2025 | Richmond Investment Services LLC | 22,261 | $905K | 0.2% | N/A | 0.006% | |
8/12/2025 | J.W. Cole Advisors Inc. | 105,545 | $4.29M | 0.1% | +12.9% | 0.030% | |
8/12/2025 | Armor Investment Advisors LLC | 260,313 | $10.58M | 4.0% | +0.6% | 0.075% | |
8/12/2025 | RiverFront Investment Group LLC | 15,009 | $610K | 0.0% | +38.1% | 0.004% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 391,757 | $15.93M | 0.1% | +27.0% | 0.113% | |
8/12/2025 | CreativeOne Wealth LLC | 6,768 | $275K | 0.0% | N/A | 0.002% | |
8/12/2025 | Summit Global Investments | 21,044 | $855K | 0.1% | +22.9% | 0.006% | |
8/12/2025 | Vawter Financial Ltd. | 5,761 | $234K | 2.6% | -96.1% | 0.002% | |
8/12/2025 | Global Retirement Partners LLC | 840,284 | $34.16M | 0.8% | N/A | 0.242% | |
8/12/2025 | Barnes Pettey Financial Advisors LLC | 756,831 | $30.77M | 20.6% | +3.9% | 0.218% | |
8/12/2025 | Pettyjohn Wood & White Inc. | 37,911 | $1.54M | 0.3% | -3.1% | 0.011% | |
8/12/2025 | Entruity Wealth LLC | 100,524 | $4.09M | 3.5% | +10.9% | 0.029% | |
8/12/2025 | Cozad Asset Management Inc. | 152,868 | $6.21M | 0.5% | +10.1% | 0.044% | |
8/12/2025 | AlphaCore Capital LLC | 54,996 | $2.24M | 0.1% | +2.5% | 0.016% | |
8/12/2025 | JPMorgan Chase & Co. | 984,817 | $40.03M | 0.0% | -5.0% | 0.284% | |
8/12/2025 | Lodestone Wealth Management LLC | 26,214 | $1.07M | 0.5% | +3.9% | 0.008% | |
8/12/2025 | PKS Advisory Services LLC | 50,355 | $2.05M | 0.5% | +20.9% | 0.015% | |
8/11/2025 | Perennial Investment Advisors LLC | 110,631 | $4.50M | 0.4% | +30.5% | 0.032% | |
8/11/2025 | United Advisor Group LLC | 20,528 | $834K | 0.1% | +55.6% | 0.006% | |
8/11/2025 | Rothschild Investment LLC | 30,323 | $1.23M | 0.1% | +4.7% | 0.009% | |
8/11/2025 | Western Wealth Management LLC | 137,052 | $5.57M | 0.3% | +1.4% | 0.040% | |
8/8/2025 | Rockefeller Capital Management L.P. | 122,909 | $5.00M | 0.0% | +17.5% | 0.035% | |
8/8/2025 | Kingsview Wealth Management LLC | 26,514 | $1.08M | 0.0% | +39.1% | 0.008% | |
8/8/2025 | Avantax Advisory Services Inc. | 583,425 | $23.72M | 0.1% | +37.7% | 0.168% | |
8/8/2025 | Thoroughbred Financial Services LLC | 165,610 | $6.73M | 0.5% | +30.5% | 0.048% | |
8/8/2025 | Cetera Investment Advisers | 6,196,806 | $251.90M | 0.4% | +25.2% | 1.788% | |
8/8/2025 | CWS Financial Advisors LLC | 119,051 | $4.84M | 1.4% | +12.5% | 0.034% | |
8/8/2025 | New England Capital Financial Advisors LLC | 1,442,572 | $58.64M | 26.8% | +1.5% | 0.416% | |
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8/8/2025 | Creative Planning | 27,418 | $1.12M | 0.0% | +9.7% | 0.008% | |
8/8/2025 | Meridian Wealth Management LLC | 72,775 | $2.96M | 0.1% | +0.4% | 0.021% | |
8/8/2025 | Security Financial Services INC. | 7,551 | $307K | 0.1% | N/A | 0.002% | |
8/8/2025 | Sittner & Nelson LLC | 26,907 | $1.09M | 0.4% | +19.9% | 0.008% | |
8/8/2025 | Intrua Financial LLC | 5,861 | $238K | 0.0% | N/A | 0.002% | |
8/8/2025 | Good Life Advisors LLC | 138,993 | $5.65M | 0.4% | -17.9% | 0.040% | |
8/8/2025 | Advyzon Investment Management LLC | 5,231 | $213K | 0.0% | N/A | 0.002% | |
8/7/2025 | Cvfg LLC | 7,725 | $314K | 0.2% | +9.5% | 0.002% | |
8/7/2025 | Weil Company Inc. | 30,314 | $1.23M | 0.3% | -85.9% | 0.009% | |
8/7/2025 | CENTRAL TRUST Co | 57,159 | $2.32M | 0.1% | -9.9% | 0.016% | |