9/12/2025 | Valeo Financial Advisors LLC | 20,781 | $602K | 0.0% | -14.9% | 0.010% | |
9/9/2025 | Cambridge Financial Group LLC | 48,083 | $1.39M | 0.5% | +9.1% | 0.023% | |
9/4/2025 | Osaic Holdings Inc. | 216,207 | $6.26M | 0.0% | -15.6% | 0.102% | |
8/27/2025 | Orion Porfolio Solutions LLC | 34,405 | $996K | 0.0% | +62.5% | 0.016% | |
8/19/2025 | Advisory Services Network LLC | 11,928 | $349K | 0.0% | +44.2% | 0.006% | |
8/19/2025 | Asset Dedication LLC | 7,487 | $217K | 0.0% | +142.9% | 0.004% | |
8/16/2025 | Evergreen Capital Management LLC | 398,186 | $11.53M | 0.3% | +15.5% | 0.188% | |
8/15/2025 | Binnacle Investments Inc | 185,711 | $5.38M | 3.5% | +3.3% | 0.088% | |
8/15/2025 | Corient Private Wealth LLC | 1,709,564 | $49.49M | 0.1% | -13.0% | 0.808% | |
8/15/2025 | Equitable Holdings Inc. | 111,944 | $3.24M | 0.0% | +33.5% | 0.053% | |
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8/15/2025 | Captrust Financial Advisors | 283,313 | $8.20M | 0.0% | +0.4% | 0.134% | |
8/15/2025 | Seneschal Advisors LLC | 7,902 | $229K | 0.2% | N/A | 0.004% | |
8/15/2025 | Orion Porfolio Solutions LLC | 34,405 | $996K | 0.0% | +62.5% | 0.016% | |
8/15/2025 | MML Investors Services LLC | 419,172 | $12.14M | 0.0% | -5.4% | 0.198% | |
8/15/2025 | Helium Advisors LLC | 19,961 | $578K | 0.4% | +44.2% | 0.009% | |
8/15/2025 | Great Valley Advisor Group Inc. | 11,587 | $335K | 0.0% | -3.8% | 0.005% | |
8/15/2025 | EP Wealth Advisors LLC | 294,847 | $8.54M | 0.1% | -18.0% | 0.139% | |
8/15/2025 | Envision Financial Planning LLC | 471,205 | $13.64M | 6.4% | -6.1% | 0.223% | |
8/15/2025 | Essential Planning LLC. | 256,073 | $7.41M | 2.8% | +1.9% | 0.121% | |
8/15/2025 | Balanced Rock Investment Advisors LLC | 18,625 | $539K | 0.4% | +26.0% | 0.009% | |
8/15/2025 | Bank of America Corp DE | 5,074,985 | $146.92M | 0.0% | +7.3% | 2.398% | |
8/14/2025 | Jane Street Group LLC | 745,829 | $21.59M | 0.0% | +143.7% | 0.352% | |
8/14/2025 | Sentinel Wealth Management Inc. | 62,041 | $1.80M | 1.7% | N/A | 0.029% | |
8/14/2025 | Raymond James Financial Inc. | 448,410 | $12.98M | 0.0% | -15.3% | 0.212% | |
8/14/2025 | Betterment LLC | 349,225 | $10.11M | 0.0% | -5.0% | 0.165% | |
8/14/2025 | Diversify Wealth Management LLC | 289,367 | $8.70M | 0.5% | -10.1% | 0.137% | |
8/14/2025 | Seven Mile Advisory | 170,053 | $4.92M | 3.0% | +8.3% | 0.080% | |
8/14/2025 | Peapack Gladstone Financial Corp | 59,420 | $1.72M | 0.0% | -9.2% | 0.028% | |
8/14/2025 | Main Street Financial Solutions LLC | 8,473 | $245K | 0.0% | +5.4% | 0.004% | |
8/14/2025 | Sei Investments Co. | 26,378 | $764K | 0.0% | N/A | 0.012% | |
8/14/2025 | NewEdge Advisors LLC | 15,615 | $452K | 0.0% | -10.3% | 0.007% | |
8/14/2025 | Qube Research & Technologies Ltd | 5,495 | $159K | 0.0% | N/A | 0.003% | |
8/14/2025 | Hurley Capital LLC | 4,159 | $120K | 0.1% | +14.7% | 0.002% | |
8/14/2025 | DecisionPoint Financial LLC | 266,563 | $7.74M | 2.0% | +25.0% | 0.126% | |
8/14/2025 | Acorn Wealth Advisors LLC | 17,918 | $519K | 0.2% | +33.3% | 0.008% | |
8/14/2025 | Banco de Sabadell S.A | 1,058 | $31K | 0.0% | N/A | 0.001% | |
8/14/2025 | Cerity Partners LLC | 1,107,843 | $32.07M | 0.1% | +24.4% | 0.524% | |
8/14/2025 | Daner Wealth Management LLC | 117,722 | $3.54M | 2.5% | N/A | 0.056% | |
8/13/2025 | Vance Wealth LLC | 66,985 | $1.94M | 0.7% | -26.9% | 0.032% | |
8/13/2025 | Flow Traders U.S. LLC | 438,329 | $12.69M | 0.5% | N/A | 0.207% | |
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8/13/2025 | Cresset Asset Management LLC | 269,425 | $7.80M | 0.0% | -1.0% | 0.127% | |
8/13/2025 | M Holdings Securities Inc. | 21,492 | $620K | 0.1% | N/A | 0.010% | |
8/13/2025 | GeoWealth Management LLC | 85,772 | $2.48M | 0.1% | -6.5% | 0.041% | |
8/13/2025 | Annandale Capital LLC | 665,118 | $19.26M | 1.5% | +5.3% | 0.314% | |
8/13/2025 | Baird Financial Group Inc. | 136,277 | $3.95M | 0.0% | +82.0% | 0.064% | |
8/13/2025 | Parkworth Wealth Management Inc. | 6,581 | $191K | 0.1% | -24.8% | 0.003% | |
8/13/2025 | EverSource Wealth Advisors LLC | 135,374 | $3.92M | 0.2% | +1.8% | 0.064% | |
8/13/2025 | Plan Group Financial LLC | 271,933 | $7.87M | 2.6% | -29.8% | 0.129% | |
8/13/2025 | IAG Wealth Partners LLC | 162,232 | $4.70M | 0.6% | +3.2% | 0.077% | |
8/13/2025 | Beacon Pointe Advisors LLC | 79,664 | $2.31M | 0.0% | +2.0% | 0.038% | |
8/13/2025 | ARK & TLK Investments LLC | 36,981 | $1.07M | 0.3% | +3.9% | 0.017% | |
8/13/2025 | Okabena Investment Services Inc. | 33,571 | $972K | 0.2% | -1.3% | 0.016% | |
8/13/2025 | Wealthquest Corp | 396,590 | $11.48M | 0.9% | +6.2% | 0.187% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,871,896 | $54.19M | 0.0% | +25.1% | 0.885% | |
8/13/2025 | Integrity Investment Advisors LLC | 9,747 | $282K | 0.2% | -7.6% | 0.005% | |
8/13/2025 | Vermillion & White Wealth Management Group LLC | 139,629 | $4.04M | 2.6% | -5.5% | 0.066% | |
8/13/2025 | Lauer Wealth LLC | 68,794 | $2.04M | 1.7% | -1.0% | 0.033% | |
8/13/2025 | Choreo LLC | 21,486 | $622K | 0.0% | N/A | 0.010% | |
8/12/2025 | Burk Holdings LLC | 79,790 | $2.31M | 1.4% | N/A | 0.038% | |
8/12/2025 | CreativeOne Wealth LLC | 83,471 | $2.42M | 0.1% | -3.6% | 0.039% | |
8/12/2025 | Hill Investment Group Partners LLC | 12,170 | $352K | 0.0% | +6.7% | 0.006% | |
8/12/2025 | Vawter Financial Ltd. | 13,941 | $404K | 4.6% | -95.9% | 0.007% | |
8/12/2025 | TCP Asset Management LLC | 408,224 | $11.82M | 2.3% | +2.0% | 0.193% | |
8/12/2025 | Coldstream Capital Management Inc. | 2,561,130 | $74.15M | 1.2% | N/A | 1.210% | |
8/12/2025 | Forum Private Client Group LLC | 274,713 | $7.95M | 3.1% | +9.0% | 0.130% | |
8/12/2025 | Legacy Financial Group Inc. | 213,154 | $6.17M | 1.8% | -4.3% | 0.101% | |
8/12/2025 | AlphaCore Capital LLC | 30,522 | $884K | 0.0% | +22.4% | 0.014% | |
8/12/2025 | MAI Capital Management | 260,968 | $7.56M | 0.1% | -0.9% | 0.123% | |
8/12/2025 | JPMorgan Chase & Co. | 676,466 | $19.58M | 0.0% | +49.8% | 0.320% | |
8/12/2025 | BWM Planning LLC | 384,965 | $11.15M | 3.8% | -0.5% | 0.182% | |
8/12/2025 | Lionshead Wealth Management LLC | 9,171 | $266K | 0.2% | +6.6% | 0.004% | |
8/11/2025 | VSM Wealth Advisory LLC | 7,488 | $217K | 0.1% | -8.6% | 0.004% | |
8/11/2025 | Morling Financial Advisors LLC | 727,083 | $21.05M | 6.9% | +0.1% | 0.344% | |
8/11/2025 | Wealthspire Advisors LLC | 2,610,903 | $75.59M | 0.4% | +0.5% | 1.236% | |
8/11/2025 | M Wealth Management LLC | 56,262 | $1.63M | 1.5% | -3.6% | 0.027% | |
8/11/2025 | Diversified Portfolios Inc. | 734,397 | $21.26M | 2.0% | +4.0% | 0.348% | |
8/11/2025 | Wescott Financial Advisory Group LLC | 463,229 | $13.41M | 1.3% | +1.7% | 0.219% | |
8/11/2025 | Dorsey & Whitney Trust CO LLC | 13,150 | $381K | 0.0% | +8.7% | 0.006% | |
8/11/2025 | Root Financial Partners LLC | 1,971,067 | $57.06M | 5.5% | -5.2% | 0.933% | |
8/11/2025 | Mosaic Family Wealth Partners LLC | 7,318 | $212K | 0.0% | N/A | 0.003% | |
8/11/2025 | Pinnacle Financial Group LLC IL | 73,166 | $2.12M | 0.7% | +0.6% | 0.035% | |
8/8/2025 | Financial Gravity Companies Inc. | 847 | $25K | 0.0% | N/A | 0.000% | |
8/8/2025 | Tortoise Investment Management LLC | 321,410 | $9.31M | 0.9% | +11.5% | 0.152% | |
8/8/2025 | Pinney & Scofield Inc. | 8,166 | $236K | 0.2% | +24.3% | 0.004% | |
8/8/2025 | Avantax Advisory Services Inc. | 1,506,344 | $43.61M | 0.2% | +115.9% | 0.713% | |
8/8/2025 | Sculati Wealth Management LLC | 96,981 | $2.81M | 1.1% | N/A | 0.046% | |
8/8/2025 | Cetera Investment Advisers | 310,200 | $8.98M | 0.0% | +96.6% | 0.147% | |
8/8/2025 | Creative Planning | 1,535,545 | $44.45M | 0.0% | -2.6% | 0.727% | |
8/8/2025 | Security Financial Services INC. | 506,033 | $14.65M | 2.6% | +80.5% | 0.239% | |
8/8/2025 | RAM Investment Partners LLC | 1,114,524 | $32.27M | 6.8% | +3.2% | 0.527% | |
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8/8/2025 | L & S Advisors Inc | 36,230 | $1.05M | 0.1% | +6.8% | 0.017% | |
8/8/2025 | Glassman Wealth Services | 1,690 | $49K | 0.0% | +26.1% | 0.001% | |
8/8/2025 | Sittner & Nelson LLC | 4,640 | $134K | 0.1% | +53.3% | 0.002% | |
8/8/2025 | Good Life Advisors LLC | 7,462 | $216K | 0.0% | N/A | 0.004% | |
8/8/2025 | Austin Wealth Management LLC | 681,032 | $19.91M | 3.5% | +60.7% | 0.322% | |
8/7/2025 | Timonier Family Office LTD. | 79,185 | $2.29M | 0.9% | -2.4% | 0.037% | |
8/7/2025 | Samalin Investment Counsel LLC | 12,648 | $366K | 0.1% | +3.9% | 0.006% | |
8/7/2025 | Allworth Financial LP | 109,184 | $3.16M | 0.0% | +13.2% | 0.052% | |
8/7/2025 | Tillman Hartley LLC | 101,781 | $2.95M | 0.8% | +0.4% | 0.048% | |
8/7/2025 | PFG Advisors | 153,264 | $4.44M | 0.1% | +6.7% | 0.073% | |