8/27/2025 | Orion Porfolio Solutions LLC | 169,199 | $7.17M | 0.1% | +209.7% | 0.083% | |
8/25/2025 | Promus Capital LLC | 4,615 | $195K | 0.1% | N/A | 0.002% | |
8/20/2025 | Coppell Advisory Solutions LLC | 8,826 | $372K | 0.0% | -4.4% | 0.004% | |
8/19/2025 | Asset Dedication LLC | 10,772 | $456K | 0.0% | -89.8% | 0.005% | |
8/18/2025 | Geneos Wealth Management Inc. | 11,448 | $485K | 0.0% | +3.9% | 0.006% | |
8/15/2025 | Binnacle Investments Inc | 311,005 | $13.17M | 8.6% | +5.3% | 0.153% | |
8/15/2025 | Corient Private Wealth LLC | 943,025 | $39.95M | 0.1% | -12.7% | 0.465% | |
8/15/2025 | Captrust Financial Advisors | 45,782 | $1.94M | 0.0% | +5.8% | 0.023% | |
8/15/2025 | Keel Point LLC | 36,048 | $1.53M | 0.1% | -2.2% | 0.018% | |
8/15/2025 | Seneschal Advisors LLC | 13,363 | $566K | 0.4% | +114.6% | 0.007% | |
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8/15/2025 | Smartleaf Asset Management LLC | 7,099 | $299K | 0.0% | -13.7% | 0.003% | |
8/15/2025 | Orion Porfolio Solutions LLC | 169,199 | $7.17M | 0.1% | +209.7% | 0.083% | |
8/15/2025 | MML Investors Services LLC | 259,884 | $11.01M | 0.0% | +17.0% | 0.128% | |
8/15/2025 | EP Wealth Advisors LLC | 10,764 | $456K | 0.0% | +26.0% | 0.005% | |
8/15/2025 | Envision Financial Planning LLC | 493,050 | $20.89M | 9.8% | -0.3% | 0.243% | |
8/15/2025 | Essential Planning LLC. | 1,269,662 | $53.78M | 20.0% | +1.3% | 0.625% | |
8/15/2025 | Bank of America Corp DE | 492,415 | $20.86M | 0.0% | +2.6% | 0.243% | |
8/14/2025 | Raymond James Financial Inc. | 261,417 | $11.07M | 0.0% | -3.1% | 0.129% | |
8/14/2025 | Betterment LLC | 669,297 | $28.35M | 0.1% | -48.3% | 0.330% | |
8/14/2025 | Diversify Wealth Management LLC | 1,195,351 | $52.72M | 3.3% | -1.7% | 0.589% | |
8/14/2025 | NewEdge Advisors LLC | 58,856 | $2.49M | 0.0% | +6.8% | 0.029% | |
8/14/2025 | Qube Research & Technologies Ltd | 1,757 | $74K | 0.0% | -49.0% | 0.001% | |
8/14/2025 | Vertex Planning Partners LLC | 15,771 | $668K | 0.1% | +12.8% | 0.008% | |
8/14/2025 | Balance Wealth LLC | 40,525 | $1.72M | 1.0% | -12.9% | 0.020% | |
8/14/2025 | Cary Street Partners Financial LLC | 11,147 | $472K | 0.0% | +20.7% | 0.005% | |
8/14/2025 | Cerity Partners LLC | 168,580 | $7.14M | 0.0% | +3.1% | 0.083% | |
8/13/2025 | M Holdings Securities Inc. | 225,193 | $9.50M | 1.6% | N/A | 0.111% | |
8/13/2025 | Annandale Capital LLC | 11,932 | $505K | 0.0% | +4.1% | 0.006% | |
8/13/2025 | Baird Financial Group Inc. | 198,905 | $8.43M | 0.0% | +92.9% | 0.098% | |
8/13/2025 | CW Advisors LLC | 13,094 | $555K | 0.0% | -10.1% | 0.006% | |
8/13/2025 | Beacon Pointe Advisors LLC | 185,741 | $7.87M | 0.1% | +9.5% | 0.091% | |
8/13/2025 | ARK & TLK Investments LLC | 178,575 | $7.56M | 2.4% | -2.1% | 0.088% | |
8/13/2025 | Legacy Capital Wealth Partners LLC | 62,827 | $2.66M | 0.6% | N/A | 0.031% | |
8/13/2025 | Meridian Wealth Partners LLC | 1,824,109 | $77.27M | 11.2% | +0.7% | 0.899% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 36,220 | $1.53M | 0.0% | +69.5% | 0.018% | |
8/13/2025 | Lauer Wealth LLC | 241,912 | $10.53M | 8.8% | +2.5% | 0.119% | |
8/13/2025 | Choreo LLC | 56,414 | $2.39M | 0.0% | N/A | 0.028% | |
8/12/2025 | Quadcap Wealth Management LLC | 15,405 | $653K | 0.1% | N/A | 0.008% | |
8/12/2025 | CreativeOne Wealth LLC | 119,796 | $5.08M | 0.1% | +0.4% | 0.059% | |
8/12/2025 | Hill Investment Group Partners LLC | 6,198 | $263K | 0.0% | +6.5% | 0.003% | |
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8/12/2025 | TCP Asset Management LLC | 901,194 | $38.18M | 7.6% | +2.9% | 0.444% | |
8/12/2025 | Forum Private Client Group LLC | 31,294 | $1.33M | 0.5% | -4.0% | 0.015% | |
8/12/2025 | Legacy Financial Group Inc. | 327,699 | $13.88M | 4.1% | +5.4% | 0.161% | |
8/12/2025 | Titleist Asset Management LLC | 14,651 | $621K | 0.1% | +89.2% | 0.007% | |
8/12/2025 | Nemes Rush Group LLC | 14,910 | $632K | 0.1% | +53.3% | 0.007% | |
8/12/2025 | Cowa LLC | 92,631 | $3.88M | 1.5% | +84.2% | 0.046% | |
8/12/2025 | Tableaux LLC | 8,730 | $370K | 0.0% | -92.6% | 0.004% | |
8/12/2025 | AlphaCore Capital LLC | 8,913 | $378K | 0.0% | -3.1% | 0.004% | |
8/12/2025 | MAI Capital Management | 524,082 | $22.20M | 0.2% | +7.7% | 0.258% | |
8/12/2025 | JPMorgan Chase & Co. | 365,430 | $15.48M | 0.0% | -3.6% | 0.180% | |
8/12/2025 | Auxano Advisors LLC | 32,916 | $1.39M | 0.3% | -5.9% | 0.016% | |
8/12/2025 | Lodestone Wealth Management LLC | 5,194 | $220K | 0.1% | N/A | 0.003% | |
8/12/2025 | Lionshead Wealth Management LLC | 33,217 | $1.41M | 1.3% | -26.1% | 0.016% | |
8/11/2025 | TD Waterhouse Canada Inc. | 4,145 | $176K | 0.0% | -34.1% | 0.002% | |
8/11/2025 | VSM Wealth Advisory LLC | 113,405 | $4.80M | 1.6% | -43.1% | 0.056% | |
8/11/2025 | Morling Financial Advisors LLC | 518,697 | $21.97M | 7.2% | +1.1% | 0.256% | |
8/11/2025 | Wealthspire Advisors LLC | 851,789 | $36.08M | 0.2% | +7.7% | 0.421% | |
8/11/2025 | M Wealth Management LLC | 581,137 | $24.62M | 22.7% | -0.1% | 0.287% | |
8/11/2025 | Diversified Portfolios Inc. | 176,732 | $7.49M | 0.7% | -3.1% | 0.087% | |
8/11/2025 | Rockbridge Investment Management LCC | 39,979 | $1.69M | 0.2% | +3.8% | 0.020% | |
8/11/2025 | Root Financial Partners LLC | 139,825 | $5.92M | 0.6% | +137.2% | 0.069% | |
8/11/2025 | Mosaic Family Wealth Partners LLC | 20,756 | $879K | 0.1% | -2.9% | 0.010% | |
8/11/2025 | Pinnacle Financial Group LLC IL | 51,507 | $2.18M | 0.7% | -19.4% | 0.025% | |
8/8/2025 | Tortoise Investment Management LLC | 382,201 | $16.19M | 1.5% | -5.0% | 0.189% | |
8/8/2025 | Blankinship & Foster LLC | 2,728,541 | $115.58M | 27.1% | -0.6% | 1.348% | |
8/8/2025 | Sequoia Financial Advisors LLC | 6,662,285 | $282.21M | 0.9% | +18.4% | 3.292% | |
8/8/2025 | Rockefeller Capital Management L.P. | 107,789 | $4.57M | 0.0% | +76.1% | 0.053% | |
8/8/2025 | Cetera Investment Advisers | 769,987 | $32.62M | 0.1% | +119.0% | 0.380% | |
8/8/2025 | CWS Financial Advisors LLC | 5,565 | $236K | 0.1% | N/A | 0.003% | |
8/8/2025 | Altiora Financial Group LLC | 57,900 | $2.45M | 0.5% | +10.6% | 0.029% | |
8/8/2025 | Security Financial Services INC. | 324,996 | $13.77M | 2.4% | +1.5% | 0.161% | |
8/8/2025 | Foundations Investment Advisors LLC | 182,789 | $7.74M | 0.1% | +16.2% | 0.090% | |
8/8/2025 | Capstone Financial Advisors Inc. | 58,929 | $2.50M | 0.1% | +79.8% | 0.029% | |
8/8/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 617,878 | $26.17M | 6.0% | +9.2% | 0.305% | |
8/8/2025 | SageOak Financial LLC | 19,403 | $822K | 0.7% | -9.0% | 0.010% | |
8/8/2025 | Austin Wealth Management LLC | 1,500,959 | $65.05M | 11.6% | +46.3% | 0.742% | |
8/8/2025 | VeraBank N.A. | 761,903 | $32.27M | 6.5% | +20.3% | 0.376% | |
8/7/2025 | Lakeridge Wealth Management LLC | 16,417 | $695K | 0.3% | -45.3% | 0.008% | |
8/7/2025 | Timonier Family Office LTD. | 653,679 | $27.69M | 10.4% | +14.4% | 0.323% | |
8/7/2025 | Allworth Financial LP | 3,813,798 | $161.55M | 0.8% | +18.9% | 1.884% | |
8/7/2025 | Fonville Wealth Management LLC | 823,593 | $34.89M | 8.8% | +15.0% | 0.407% | |
8/7/2025 | Midwest Trust Co | 8,203 | $347K | 0.0% | N/A | 0.004% | |
8/7/2025 | Alpha Financial Advisors LLC | 755,918 | $32.02M | 12.4% | -3.7% | 0.373% | |
8/6/2025 | Prospera Financial Services Inc | 24,823 | $1.05M | 0.0% | -8.0% | 0.012% | |
8/6/2025 | Valued Wealth Advisors LLC | 833,680 | $35.32M | 18.4% | +7.1% | 0.412% | |
8/6/2025 | AE Wealth Management LLC | 2,511,824 | $106.40M | 0.8% | +13.7% | 1.241% | |
8/6/2025 | Prodigy Asset Management LLC | 137,617 | $5.83M | 3.8% | +4.9% | 0.068% | |
8/6/2025 | North Capital Inc. | 264,614 | $11.21M | 9.7% | +0.1% | 0.131% | |
8/6/2025 | Savant Capital LLC | 1,266,483 | $53.65M | 0.3% | +11.1% | 0.626% | |
8/6/2025 | Modera Wealth Management LLC | 3,468,551 | $146.93M | 1.8% | -1.6% | 1.714% | |
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8/6/2025 | Commonwealth Equity Services LLC | 1,291,662 | $54.72M | 0.1% | -15.5% | 0.638% | |
8/6/2025 | Ethos Financial Group LLC | 5,171 | $219K | 0.0% | -60.7% | 0.003% | |
8/6/2025 | Entrewealth LLC | 358,703 | $15.20M | 10.5% | +39.6% | 0.177% | |
8/6/2025 | Robinson Smith Wealth Advisors LLC | 96,436 | $4.09M | 3.3% | +2.1% | 0.048% | |
8/6/2025 | Financial Alternatives Inc | 70,687 | $2.99M | 1.9% | +41.9% | 0.035% | |
8/5/2025 | Beckerman Institutional LLC | 34,235 | $1.45M | 1.0% | -11.8% | 0.017% | |
8/5/2025 | Centennial Bank AR | 260,590 | $11.04M | 4.6% | -4.3% | 0.129% | |
8/5/2025 | Magnolia Capital Advisors LLC | 113,174 | $4.79M | 1.2% | +37.6% | 0.056% | |
8/5/2025 | American Capital Advisory LLC | 196,482 | $8.32M | 4.2% | +11.0% | 0.097% | |
8/5/2025 | Bank of Montreal Can | 3,193 | $135K | 0.0% | +297.6% | 0.002% | |