10/8/2025 | Sheets Smith Investment Management | 5,508 | $212K | 0.1% | N/A | 0.001% | |
10/8/2025 | New Capital Management LP | 2,651,875 | $102.28M | 26.8% | +0.2% | 0.267% | |
10/8/2025 | Firethorn Wealth Partners LLC | 405,307 | $15.63M | 6.2% | -0.8% | 0.041% | |
10/8/2025 | Andrews Lucia Wealth Management LLC | 1,855,317 | $71.56M | 43.1% | -0.3% | 0.187% | |
10/8/2025 | RF&L Wealth Management LLC | 286,245 | $11.04M | 6.5% | -0.5% | 0.029% | |
10/8/2025 | Balefire LLC | 7,221 | $279K | 0.1% | N/A | 0.001% | |
10/8/2025 | Kure Advisory LLC | 82,216 | $3.17M | 2.0% | +1.0% | 0.008% | |
10/8/2025 | Cypress Point Wealth Management LLC | 1,263,305 | $48.73M | 9.9% | +7.4% | 0.127% | |
10/7/2025 | McLean Asset Management Corp | 318,259 | $12.36M | 2.5% | -12.9% | 0.032% | |
10/7/2025 | Acropolis Investment Management LLC | 17,233 | $618K | 0.0% | N/A | 0.002% | |
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10/7/2025 | ST Germain D J Co. Inc. | 25,901 | $999K | 0.0% | +8.6% | 0.003% | |
10/6/2025 | Keb Asset Management LLC | 2,049,488 | $79.05M | 17.7% | +2.1% | 0.206% | |
10/6/2025 | Beacon Financial Strategies CORP | 790,195 | $30.48M | 18.0% | -3.2% | 0.079% | |
10/6/2025 | Peirce Capital Management LLC | 816,072 | $31.48M | 13.1% | -1.4% | 0.082% | |
10/6/2025 | AssuredPartners Investment Advisors LLC | 255,182 | $9.84M | 2.2% | +4.0% | 0.026% | |
10/6/2025 | Baring Financial LLC | 152,276 | $5.87M | 4.0% | +3.7% | 0.015% | |
10/6/2025 | Strathmore Capital Advisors Inc. | 1,159,348 | $44.72M | 18.3% | +2.1% | 0.117% | |
10/6/2025 | Cambridge Financial Group LLC | 687,746 | $26.53M | 8.5% | -4.8% | 0.069% | |
10/3/2025 | HFG Wealth Management LLC | 68,663 | $2.46M | 1.3% | +2.3% | 0.007% | |
10/2/2025 | Trust Co of the South | 1,311,123 | $50.57M | 8.4% | +0.0% | 0.134% | |
10/2/2025 | Helen Stephens Group LLC | 744,508 | $28.72M | 6.4% | -1.1% | 0.076% | |
9/26/2025 | Corient Private Wealth LLC | 4,796,300 | $171.90M | 0.2% | -7.8% | 0.492% | |
9/23/2025 | RS Crum Inc. | 1,249,370 | $44.78M | 10.7% | +0.9% | 0.128% | |
9/9/2025 | Cambridge Financial Group LLC | 722,717 | $25.90M | 9.7% | +12.4% | 0.074% | |
9/4/2025 | Osaic Holdings Inc. | 3,264,760 | $116.68M | 0.2% | -18.1% | 0.335% | |
9/3/2025 | Ballentine Capital Advisors Inc | 1,507,338 | $54.02M | 25.6% | -0.2% | 0.155% | |
9/2/2025 | FSC Wealth Advisors LLC | 6,907 | $248K | 0.2% | N/A | 0.001% | |
8/27/2025 | Orion Porfolio Solutions LLC | 1,503,141 | $53.87M | 0.5% | +111.3% | 0.154% | |
8/26/2025 | Thrivent Financial for Lutherans | 169,605 | $6.08M | 0.0% | +290.5% | 0.017% | |
8/26/2025 | Nautilus Advisors LLC | 86,542 | $3.10M | 2.3% | +3.9% | 0.009% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 15,687 | $562K | 0.0% | N/A | 0.002% | |
8/19/2025 | Asset Dedication LLC | 4,186,694 | $150.05M | 10.9% | +5.5% | 0.427% | |
8/18/2025 | N.E.W. Advisory Services LLC | 591,946 | $21.22M | 2.1% | -7.2% | 0.060% | |
8/18/2025 | Geneos Wealth Management Inc. | 589,951 | $21.14M | 0.5% | +0.6% | 0.060% | |
8/18/2025 | Hershey Financial Advisers LLC | 15,211 | $545K | 0.5% | N/A | 0.002% | |
8/18/2025 | Kestra Investment Management LLC | 53,969 | $1.93M | 0.1% | +54.0% | 0.006% | |
8/15/2025 | Tower Research Capital LLC TRC | 11,869 | $425K | 0.0% | N/A | 0.001% | |
8/15/2025 | North Ridge Wealth Advisors Inc. | 1,105,705 | $39.63M | 24.3% | +1.2% | 0.113% | |
8/15/2025 | FFT Wealth Management LLC | 27,708 | $1.01M | 0.2% | N/A | 0.003% | |
8/15/2025 | Binnacle Investments Inc | 490,049 | $17.56M | 11.4% | +5.8% | 0.050% | |
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8/15/2025 | Corient Private Wealth LLC | 4,796,300 | $171.90M | 0.2% | -7.8% | 0.492% | |
8/15/2025 | Equitable Holdings Inc. | 1,092,250 | $39.15M | 0.3% | +1.4% | 0.112% | |
8/15/2025 | Captrust Financial Advisors | 845,551 | $30.31M | 0.1% | -0.7% | 0.087% | |
8/15/2025 | Keel Point LLC | 21,700 | $778K | 0.1% | +88.5% | 0.002% | |
8/15/2025 | Visionary Wealth Advisors | 389,126 | $13.95M | 0.7% | -1.7% | 0.040% | |
8/15/2025 | Two Sigma Securities LLC | 13,726 | $492K | 0.1% | N/A | 0.001% | |
8/15/2025 | Seneschal Advisors LLC | 76,475 | $2.74M | 2.2% | -3.2% | 0.008% | |
8/15/2025 | Smartleaf Asset Management LLC | 227,298 | $8.12M | 0.7% | +0.3% | 0.023% | |
8/15/2025 | Orion Porfolio Solutions LLC | 93,941 | $3.37M | 0.0% | -86.8% | 0.010% | |
8/15/2025 | MML Investors Services LLC | 1,434,639 | $51.42M | 0.1% | +4.8% | 0.147% | |
8/15/2025 | Monograph Wealth Advisors LLC | 6,394,643 | $229.18M | 28.3% | -5.2% | 0.655% | |
8/15/2025 | Freedom Financial Partners LLC | 222,040 | $7.96M | 3.4% | -1.5% | 0.023% | |
8/15/2025 | Great Valley Advisor Group Inc. | 899,236 | $32.23M | 0.7% | -6.2% | 0.092% | |
8/15/2025 | EP Wealth Advisors LLC | 1,299,720 | $46.58M | 0.3% | -11.5% | 0.133% | |
8/15/2025 | Eaton Cambridge Inc. | 2,516,240 | $90.18M | 34.0% | +8.8% | 0.258% | |
8/15/2025 | Essential Planning LLC. | 111,426 | $3.99M | 1.5% | +26.2% | 0.011% | |
8/15/2025 | Curi Capital LLC | 97,762 | $3.50M | 0.1% | +1,053.5% | 0.010% | |
8/15/2025 | BBR Partners LLC | 9,660 | $346K | 0.0% | -46.2% | 0.001% | |
8/15/2025 | Bank of America Corp DE | 4,833,081 | $173.22M | 0.0% | +7.1% | 0.495% | |
8/15/2025 | Ameriprise Financial Inc. | 44,846 | $1.61M | 0.0% | +28.3% | 0.005% | |
8/15/2025 | AQR Capital Management LLC | 758,345 | $27.18M | 0.0% | +53.9% | 0.078% | |
8/14/2025 | Vista Capital Partners Inc. | 130,529 | $4.68M | 0.5% | +9.5% | 0.013% | |
8/14/2025 | MGB Wealth Management LLC | 25,811 | $925K | 0.3% | -30.1% | 0.003% | |
8/14/2025 | Jane Street Group LLC | 20,935 | $750K | 0.0% | -75.5% | 0.002% | |
8/14/2025 | Raymond James Financial Inc. | 3,375,863 | $120.99M | 0.0% | +1.5% | 0.346% | |
8/14/2025 | Betterment LLC | 2,961,360 | $106.14M | 0.2% | +16.0% | 0.304% | |
8/14/2025 | Quantinno Capital Management LP | 133,236 | $4.78M | 0.0% | +20.5% | 0.014% | |
8/14/2025 | Diversify Wealth Management LLC | 398,834 | $14.87M | 0.9% | -11.7% | 0.041% | |
8/14/2025 | Diversify Advisory Services LLC | 26,094 | $973K | 0.0% | -3.8% | 0.003% | |
8/14/2025 | Peapack Gladstone Financial Corp | 45,335 | $1.63M | 0.0% | -5.0% | 0.005% | |
8/14/2025 | HUB Investment Partners LLC | 38,716 | $1.39M | 0.0% | -20.5% | 0.004% | |
8/14/2025 | Ieq Capital LLC | 114,905 | $4.12M | 0.0% | +160.8% | 0.012% | |
8/14/2025 | Main Street Financial Solutions LLC | 95,508 | $3.42M | 0.2% | +14.4% | 0.010% | |
8/14/2025 | Sei Investments Co. | 131,368 | $4.71M | 0.0% | N/A | 0.013% | |
8/14/2025 | NewEdge Advisors LLC | 3,400,504 | $121.87M | 0.6% | -12.6% | 0.349% | |
8/14/2025 | Qube Research & Technologies Ltd | 101,792 | $3.65M | 0.0% | +20,631.6% | 0.010% | |
8/14/2025 | Certuity LLC | 21,994 | $788K | 0.1% | N/A | 0.002% | |
8/14/2025 | DecisionPoint Financial LLC | 3,362,415 | $121.18M | 30.9% | +5.3% | 0.345% | |
8/14/2025 | CoreFirst Bank & Trust | 5,816 | $208K | 0.1% | N/A | 0.001% | |
8/14/2025 | Acorn Wealth Advisors LLC | 171,695 | $6.15M | 2.3% | +17.2% | 0.018% | |
8/14/2025 | Balance Wealth LLC | 117,734 | $4.22M | 2.5% | -17.0% | 0.012% | |
8/14/2025 | Cary Street Partners Financial LLC | 133,227 | $4.78M | 0.1% | -18.8% | 0.014% | |
8/14/2025 | Cerity Partners LLC | 4,094,600 | $146.75M | 0.3% | -3.1% | 0.420% | |
8/14/2025 | Daner Wealth Management LLC | 467,831 | $17.44M | 12.1% | N/A | 0.048% | |
8/13/2025 | United Wealth Management LLC | 3,509,007 | $125.76M | 36.5% | +2.1% | 0.360% | |
8/13/2025 | Vance Wealth LLC | 1,747,982 | $62.65M | 21.1% | +4.0% | 0.179% | |
8/13/2025 | SageView Advisory Group LLC | 301,919 | $11.18M | 0.4% | -0.7% | 0.031% | |
8/13/2025 | Cresset Asset Management LLC | 493,258 | $17.68M | 0.1% | +4.4% | 0.051% | |
8/13/2025 | Brown Advisory Inc. | 106,522 | $3.82M | 0.0% | -11.9% | 0.011% | |
8/13/2025 | M Holdings Securities Inc. | 295,357 | $10.54M | 1.8% | +1,517.1% | 0.030% | |
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8/13/2025 | GeoWealth Management LLC | 4,813,209 | $172.51M | 6.7% | -8.7% | 0.493% | |
8/13/2025 | Annandale Capital LLC | 6,762 | $242K | 0.0% | +10.6% | 0.001% | |
8/13/2025 | Baird Financial Group Inc. | 4,582,188 | $164.23M | 0.3% | -0.2% | 0.470% | |
8/13/2025 | Parkworth Wealth Management Inc. | 454,937 | $16.31M | 11.8% | +1.6% | 0.047% | |
8/13/2025 | First Trust Advisors LP | 16,674 | $598K | 0.0% | -22.8% | 0.002% | |
8/13/2025 | EverSource Wealth Advisors LLC | 696,150 | $24.95M | 1.1% | +23.6% | 0.071% | |
8/13/2025 | Trek Financial LLC | 10,299 | $369K | 0.0% | N/A | 0.001% | |
8/13/2025 | CW Advisors LLC | 93,885 | $3.37M | 0.0% | +4.7% | 0.010% | |
8/13/2025 | Nicolet Bankshares Inc. | 37,807 | $1.36M | 0.2% | -1.6% | 0.004% | |
8/13/2025 | WCG Wealth Advisors LLC | 60,331 | $2.16M | 0.1% | -16.9% | 0.006% | |