8/19/2025 | Asset Dedication LLC | 22,536 | $779K | 0.1% | +469.8% | 0.007% | |
8/18/2025 | Kestra Investment Management LLC | 713,729 | $24.67M | 0.7% | +35.5% | 0.231% | |
8/15/2025 | Binnacle Investments Inc | 257,318 | $8.90M | 5.8% | +1.4% | 0.083% | |
8/15/2025 | Corient Private Wealth LLC | 3,517,345 | $121.46M | 0.2% | -7.6% | 1.140% | |
8/15/2025 | Equitable Holdings Inc. | 317,103 | $10.96M | 0.1% | +15.0% | 0.103% | |
8/15/2025 | Captrust Financial Advisors | 582,376 | $20.13M | 0.0% | -0.4% | 0.189% | |
8/15/2025 | Keel Point LLC | 37,050 | $1.28M | 0.1% | -3.7% | 0.012% | |
8/15/2025 | Seneschal Advisors LLC | 22,223 | $768K | 0.6% | +18.3% | 0.007% | |
8/15/2025 | Smartleaf Asset Management LLC | 2,295 | $79K | 0.0% | -12.0% | 0.001% | |
8/15/2025 | Orion Porfolio Solutions LLC | 148,687 | $5.14M | 0.0% | +62.5% | 0.048% | |
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8/15/2025 | MML Investors Services LLC | 816,647 | $28.23M | 0.1% | +11.2% | 0.265% | |
8/15/2025 | Monograph Wealth Advisors LLC | 33,955 | $1.17M | 0.1% | +282.4% | 0.011% | |
8/15/2025 | McIlrath & Eck LLC | 1,346,720 | $46.56M | 5.3% | +1.0% | 0.436% | |
8/15/2025 | Great Valley Advisor Group Inc. | 37,430 | $1.29M | 0.0% | +3.3% | 0.012% | |
8/15/2025 | EP Wealth Advisors LLC | 1,153,664 | $39.88M | 0.3% | -2.2% | 0.374% | |
8/15/2025 | Envision Financial Planning LLC | 395,088 | $13.66M | 6.4% | -1.1% | 0.128% | |
8/15/2025 | Essential Planning LLC. | 534,800 | $18.49M | 6.9% | +1.6% | 0.173% | |
8/15/2025 | Balanced Rock Investment Advisors LLC | 25,892 | $895K | 0.7% | +31.9% | 0.008% | |
8/15/2025 | Bank of America Corp DE | 7,553,795 | $261.14M | 0.0% | +7.8% | 2.448% | |
8/14/2025 | CLG LLC | 86,823 | $3.00M | 0.9% | +1.4% | 0.028% | |
8/14/2025 | Jane Street Group LLC | 779,602 | $26.95M | 0.0% | +229.7% | 0.253% | |
8/14/2025 | Sentinel Wealth Management Inc. | 158,541 | $5.48M | 5.1% | N/A | 0.051% | |
8/14/2025 | Ausdal Financial Partners Inc. | 80,641 | $2.79M | 0.2% | -2.3% | 0.026% | |
8/14/2025 | Raymond James Financial Inc. | 965,265 | $33.37M | 0.0% | -0.9% | 0.313% | |
8/14/2025 | Betterment LLC | 864,568 | $29.89M | 0.1% | -29.3% | 0.280% | |
8/14/2025 | Diversify Wealth Management LLC | 513,154 | $18.19M | 1.1% | -8.7% | 0.166% | |
8/14/2025 | Main Street Financial Solutions LLC | 177,409 | $6.13M | 0.4% | +6.6% | 0.057% | |
8/14/2025 | Sei Investments Co. | 34,853 | $1.21M | 0.0% | N/A | 0.011% | |
8/14/2025 | RBF Capital LLC | 130,000 | $4.49M | 0.2% | -16.1% | 0.042% | |
8/14/2025 | NewEdge Advisors LLC | 744,209 | $25.73M | 0.1% | +60.4% | 0.241% | |
8/14/2025 | DecisionPoint Financial LLC | 723,558 | $24.98M | 6.4% | +11.0% | 0.234% | |
8/14/2025 | Planwiser Financial LLC | 196,158 | $6.80M | 5.8% | +115.4% | 0.064% | |
8/14/2025 | Acorn Wealth Advisors LLC | 30,600 | $1.06M | 0.4% | +46.3% | 0.010% | |
8/14/2025 | Vertex Planning Partners LLC | 5,813 | $201K | 0.0% | N/A | 0.002% | |
8/14/2025 | Balance Wealth LLC | 8,553 | $296K | 0.2% | -36.9% | 0.003% | |
8/14/2025 | Cary Street Partners Financial LLC | 15,212 | $526K | 0.0% | +12.3% | 0.005% | |
8/14/2025 | Cerity Partners LLC | 544,600 | $18.83M | 0.0% | +17.4% | 0.176% | |
8/14/2025 | Daner Wealth Management LLC | 69,662 | $2.47M | 1.7% | N/A | 0.023% | |
8/13/2025 | StoneX Group Inc. | 68,795 | $2.38M | 0.1% | +3.7% | 0.022% | |
8/13/2025 | Flow Traders U.S. LLC | 59,700 | $2.06M | 0.1% | N/A | 0.019% | |
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8/13/2025 | Brown Advisory Inc. | 83,776 | $2.90M | 0.0% | +87.4% | 0.027% | |
8/13/2025 | M Holdings Securities Inc. | 11,611 | $400K | 0.1% | N/A | 0.004% | |
8/13/2025 | GeoWealth Management LLC | 226,024 | $7.81M | 0.3% | -1.1% | 0.073% | |
8/13/2025 | Annandale Capital LLC | 837,214 | $28.94M | 2.2% | +5.7% | 0.271% | |
8/13/2025 | Baird Financial Group Inc. | 592,891 | $20.50M | 0.0% | +18.3% | 0.192% | |
8/13/2025 | Parkworth Wealth Management Inc. | 8,301 | $287K | 0.2% | -35.1% | 0.003% | |
8/13/2025 | Crescent Grove Advisors LLC | 17,355 | $600K | 0.1% | +3.9% | 0.006% | |
8/13/2025 | Trek Financial LLC | 12,596 | $435K | 0.0% | -11.8% | 0.004% | |
8/13/2025 | Plan Group Financial LLC | 240,852 | $8.33M | 2.7% | -29.0% | 0.078% | |
8/13/2025 | Beacon Pointe Advisors LLC | 168,420 | $5.82M | 0.1% | -1.0% | 0.055% | |
8/13/2025 | ARK & TLK Investments LLC | 115,643 | $4.00M | 1.3% | -0.3% | 0.037% | |
8/13/2025 | Lido Advisors LLC | 9,424 | $326K | 0.0% | N/A | 0.003% | |
8/13/2025 | First National Advisers LLC | 1,204,753 | $41.65M | 6.1% | +3.4% | 0.390% | |
8/13/2025 | Legacy Capital Wealth Partners LLC | 30,715 | $1.06M | 0.2% | N/A | 0.010% | |
8/13/2025 | Wealthquest Corp | 461,104 | $15.94M | 1.3% | +4.2% | 0.149% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,560,622 | $53.95M | 0.0% | +281.3% | 0.506% | |
8/13/2025 | Integrity Investment Advisors LLC | 21,922 | $758K | 0.6% | +15.3% | 0.007% | |
8/13/2025 | Vermillion & White Wealth Management Group LLC | 380,122 | $13.14M | 8.6% | +21.8% | 0.123% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 3,652 | $126K | 0.0% | +9.8% | 0.001% | |
8/12/2025 | Quadcap Wealth Management LLC | 29,959 | $1.04M | 0.1% | +18.1% | 0.010% | |
8/12/2025 | CreativeOne Wealth LLC | 218,654 | $7.56M | 0.2% | -2.3% | 0.071% | |
8/12/2025 | Hill Investment Group Partners LLC | 7,088 | $245K | 0.0% | +7.3% | 0.002% | |
8/12/2025 | Global Retirement Partners LLC | 11,203 | $387K | 0.0% | N/A | 0.004% | |
8/12/2025 | TCP Asset Management LLC | 577,384 | $19.96M | 4.0% | +0.7% | 0.187% | |
8/12/2025 | Prudential Financial Inc. | 16,111,223 | $556.97M | 0.7% | -14.1% | 5.221% | |
8/12/2025 | Coldstream Capital Management Inc. | 5,786,637 | $200.04M | 3.3% | N/A | 1.875% | |
8/12/2025 | Forum Private Client Group LLC | 491,125 | $16.98M | 6.5% | +8.2% | 0.159% | |
8/12/2025 | Legacy Financial Group Inc. | 572,434 | $19.79M | 5.8% | -1.5% | 0.185% | |
8/12/2025 | Vestor Capital LLC | 48,400 | $1.67M | 0.0% | +613.0% | 0.016% | |
8/12/2025 | Cowa LLC | 145,757 | $5.03M | 1.9% | -28.9% | 0.047% | |
8/12/2025 | MAI Capital Management | 987,085 | $34.12M | 0.2% | +7.9% | 0.320% | |
8/12/2025 | JPMorgan Chase & Co. | 157,050 | $5.43M | 0.0% | +0.6% | 0.051% | |
8/12/2025 | Archvest Wealth Advisors Inc. | 364,698 | $12.61M | 11.1% | +5.4% | 0.118% | |
8/12/2025 | Passive Capital Management LLC. | 28,921 | $999K | 0.3% | +76.1% | 0.009% | |
8/12/2025 | Lodestone Wealth Management LLC | 69,436 | $2.40M | 1.2% | +0.9% | 0.023% | |
8/12/2025 | BWM Planning LLC | 594,295 | $20.55M | 7.1% | +1.2% | 0.193% | |
8/12/2025 | Lionshead Wealth Management LLC | 116,871 | $4.04M | 3.7% | +5.7% | 0.038% | |
8/11/2025 | VSM Wealth Advisory LLC | 23,178 | $801K | 0.3% | -2.7% | 0.008% | |
8/11/2025 | FineMark National Bank & Trust | 26,284 | $909K | 0.0% | +158.9% | 0.009% | |
8/11/2025 | Morling Financial Advisors LLC | 334,151 | $11.55M | 3.8% | -3.7% | 0.109% | |
8/11/2025 | Wealthspire Advisors LLC | 2,182,737 | $75.46M | 0.4% | -2.5% | 0.710% | |
8/11/2025 | Perennial Investment Advisors LLC | 6,261 | $216K | 0.0% | N/A | 0.002% | |
8/11/2025 | Diversified Portfolios Inc. | 426,841 | $14.76M | 1.4% | +10.6% | 0.139% | |
8/11/2025 | Wescott Financial Advisory Group LLC | 65,710 | $2.27M | 0.2% | -2.8% | 0.021% | |
8/11/2025 | United Advisor Group LLC | 136,402 | $4.72M | 0.8% | -14.3% | 0.044% | |
8/11/2025 | Root Financial Partners LLC | 2,804,100 | $96.94M | 9.4% | -15.1% | 0.912% | |
8/11/2025 | Pinnacle Financial Group LLC IL | 103,719 | $3.59M | 1.2% | -11.4% | 0.034% | |
8/8/2025 | Tortoise Investment Management LLC | 277,128 | $9.58M | 0.9% | +5.4% | 0.090% | |
8/8/2025 | KM Capital Management Ltd. | 10,014 | $346K | 0.2% | +15.1% | 0.003% | |
8/8/2025 | Rockefeller Capital Management L.P. | 77,874 | $2.69M | 0.0% | +6.9% | 0.025% | |
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8/8/2025 | Thoroughbred Financial Services LLC | 30,580 | $1.06M | 0.1% | -36.3% | 0.010% | |
8/8/2025 | Cetera Investment Advisers | 622,530 | $21.52M | 0.0% | +43.1% | 0.202% | |
8/8/2025 | Creative Planning | 668,755 | $23.12M | 0.0% | -1.8% | 0.217% | |
8/8/2025 | Altiora Financial Group LLC | 80,399 | $2.78M | 0.5% | +50.0% | 0.026% | |
8/8/2025 | Meridian Wealth Management LLC | 6,712 | $232K | 0.0% | N/A | 0.002% | |
8/8/2025 | Security Financial Services INC. | 228,821 | $7.91M | 1.4% | +0.4% | 0.074% | |
8/8/2025 | RAM Investment Partners LLC | 1,694,354 | $58.57M | 12.3% | +3.6% | 0.551% | |
8/8/2025 | Capstone Financial Advisors Inc. | 72,394 | $2.50M | 0.1% | +285.3% | 0.024% | |
8/8/2025 | Sittner & Nelson LLC | 10,338 | $357K | 0.1% | +105.6% | 0.003% | |
8/8/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 378,137 | $13.07M | 3.0% | -0.9% | 0.123% | |