8/27/2025 | Orion Porfolio Solutions LLC | 65,643 | $1.93M | 0.0% | +56.5% | 0.022% | |
8/19/2025 | Asset Dedication LLC | 2,118,305 | $62.22M | 4.5% | -2.6% | 0.704% | |
8/18/2025 | N.E.W. Advisory Services LLC | 1,240,838 | $36.44M | 3.5% | -6.4% | 0.412% | |
8/18/2025 | Cornerstone Financial Group LLC NE | 150,592 | $4.42M | 3.8% | +0.4% | 0.050% | |
8/15/2025 | North Ridge Wealth Advisors Inc. | 491,243 | $14.43M | 8.9% | -1.6% | 0.163% | |
8/15/2025 | FFT Wealth Management LLC | 7,967 | $240K | 0.0% | N/A | 0.003% | |
8/15/2025 | Binnacle Investments Inc | 370,708 | $10.89M | 7.1% | +1.7% | 0.123% | |
8/15/2025 | Corient Private Wealth LLC | 616,911 | $18.12M | 0.0% | -17.4% | 0.205% | |
8/15/2025 | Equitable Holdings Inc. | 425,066 | $12.48M | 0.1% | +5.3% | 0.141% | |
8/15/2025 | Captrust Financial Advisors | 272,362 | $8.00M | 0.0% | +0.2% | 0.090% | |
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8/15/2025 | Lantern Wealth Advisors LLC | 115,123 | $3.38M | 1.9% | N/A | 0.038% | |
8/15/2025 | Visionary Wealth Advisors | 148,944 | $4.37M | 0.2% | +2.5% | 0.049% | |
8/15/2025 | Two Sigma Securities LLC | 16,219 | $476K | 0.1% | N/A | 0.005% | |
8/15/2025 | Smartleaf Asset Management LLC | 1,796 | $53K | 0.0% | -57.6% | 0.001% | |
8/15/2025 | Orion Porfolio Solutions LLC | 65,643 | $1.93M | 0.0% | +56.5% | 0.022% | |
8/15/2025 | MML Investors Services LLC | 119,700 | $3.52M | 0.0% | -2.8% | 0.040% | |
8/15/2025 | Monograph Wealth Advisors LLC | 5,749,117 | $168.85M | 20.8% | +3.8% | 1.910% | |
8/15/2025 | Modern Wealth Management LLC | 7,512 | $221K | 0.0% | N/A | 0.002% | |
8/15/2025 | EP Wealth Advisors LLC | 414,724 | $12.18M | 0.1% | -24.8% | 0.138% | |
8/15/2025 | Curi Capital LLC | 15,285 | $449K | 0.0% | N/A | 0.005% | |
8/15/2025 | Bank of America Corp DE | 1,575,318 | $46.27M | 0.0% | +4.5% | 0.523% | |
8/15/2025 | Ameriprise Financial Inc. | 9,521 | $280K | 0.0% | -37.6% | 0.003% | |
8/14/2025 | Jane Street Group LLC | 2,917,896 | $85.70M | 0.0% | +645.5% | 0.969% | |
8/14/2025 | Raymond James Financial Inc. | 1,426,569 | $41.90M | 0.0% | -0.8% | 0.474% | |
8/14/2025 | Betterment LLC | 372,368 | $10.94M | 0.0% | +26.4% | 0.124% | |
8/14/2025 | Quantinno Capital Management LP | 11,387 | $334K | 0.0% | -22.3% | 0.004% | |
8/14/2025 | Diversify Wealth Management LLC | 21,106 | $642K | 0.0% | -17.8% | 0.007% | |
8/14/2025 | Sei Investments Co. | 19,030 | $559K | 0.0% | N/A | 0.006% | |
8/14/2025 | RBF Capital LLC | 140,000 | $4.11M | 0.2% | -15.2% | 0.047% | |
8/14/2025 | NewEdge Advisors LLC | 44,576 | $1.31M | 0.0% | +24.5% | 0.015% | |
8/14/2025 | Qube Research & Technologies Ltd | 12,484 | $367K | 0.0% | +62.2% | 0.004% | |
8/14/2025 | Certuity LLC | 18,030 | $530K | 0.0% | N/A | 0.006% | |
8/14/2025 | Cary Street Partners Financial LLC | 46,758 | $1.37M | 0.0% | +7.4% | 0.016% | |
8/14/2025 | Cerity Partners LLC | 84,850 | $2.49M | 0.0% | +0.8% | 0.028% | |
8/13/2025 | Cary Street Partners Investment Advisory LLC | 43,089 | $1.27M | 0.6% | -3.0% | 0.014% | |
8/13/2025 | United Wealth Management LLC | 100,741 | $2.96M | 0.9% | -3.4% | 0.033% | |
8/13/2025 | Vance Wealth LLC | 1,107,703 | $32.53M | 11.0% | +1.2% | 0.368% | |
8/13/2025 | Cresset Asset Management LLC | 34,211 | $1.01M | 0.0% | -10.6% | 0.011% | |
8/13/2025 | M Holdings Securities Inc. | 444,374 | $13.00M | 2.2% | +1,821.0% | 0.148% | |
8/13/2025 | GeoWealth Management LLC | 2,447,433 | $71.88M | 2.8% | -8.3% | 0.813% | |
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8/13/2025 | Annandale Capital LLC | 27,833 | $817K | 0.1% | +24.9% | 0.009% | |
8/13/2025 | EverSource Wealth Advisors LLC | 130,350 | $3.83M | 0.2% | -6.4% | 0.043% | |
8/13/2025 | Trek Financial LLC | 13,503 | $397K | 0.0% | N/A | 0.004% | |
8/13/2025 | Elios Financial Group Inc. | 110,896 | $3.26M | 1.5% | -11.8% | 0.037% | |
8/13/2025 | WCG Wealth Advisors LLC | 61,216 | $1.80M | 0.1% | N/A | 0.020% | |
8/13/2025 | Momentous Wealth Management Inc. | 748,690 | $21.99M | 14.2% | +3.4% | 0.249% | |
8/13/2025 | ARK & TLK Investments LLC | 397,523 | $11.68M | 3.7% | -0.2% | 0.132% | |
8/13/2025 | Fisher Asset Management LLC | 16,393 | $481K | 0.0% | N/A | 0.005% | |
8/13/2025 | Lido Advisors LLC | 8,401 | $247K | 0.0% | N/A | 0.003% | |
8/13/2025 | Legacy Capital Wealth Partners LLC | 64,083 | $1.88M | 0.4% | N/A | 0.021% | |
8/13/2025 | Meridian Wealth Partners LLC | 950,768 | $27.92M | 4.0% | +0.2% | 0.316% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 79,886 | $2.35M | 0.0% | +19.8% | 0.027% | |
8/13/2025 | Choreo LLC | 60,483 | $1.78M | 0.0% | +48.3% | 0.020% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 78,161 | $2.30M | 0.0% | +68.7% | 0.026% | |
8/12/2025 | Burk Holdings LLC | 12,701 | $373K | 0.2% | N/A | 0.004% | |
8/12/2025 | CreativeOne Wealth LLC | 58,473 | $1.72M | 0.0% | +0.6% | 0.019% | |
8/12/2025 | Hill Investment Group Partners LLC | 24,567 | $722K | 0.1% | -1.5% | 0.008% | |
8/12/2025 | Global Retirement Partners LLC | 97,722 | $2.87M | 0.1% | N/A | 0.032% | |
8/12/2025 | Waterloo Capital L.P. | 6,914 | $203K | 0.0% | -40.4% | 0.002% | |
8/12/2025 | Legacy Financial Group Inc. | 623,712 | $18.32M | 5.4% | +2.1% | 0.207% | |
8/12/2025 | Shakespeare Wealth Management LLC | 25,554 | $751K | 0.2% | +6.1% | 0.008% | |
8/12/2025 | Nemes Rush Group LLC | 1,954 | $57K | 0.0% | +41.6% | 0.001% | |
8/12/2025 | JPMorgan Chase & Co. | 416,500 | $12.23M | 0.0% | -7.8% | 0.138% | |
8/11/2025 | VSM Wealth Advisory LLC | 5,919 | $174K | 0.1% | -6.8% | 0.002% | |
8/11/2025 | Copperleaf Capital LLC | 7,485 | $220K | 0.1% | -4.4% | 0.002% | |
8/11/2025 | Wealthspire Advisors LLC | 211,114 | $6.20M | 0.0% | -1.2% | 0.070% | |
8/11/2025 | Foundation Wealth Management LLC PA | 34,220 | $1.01M | 0.4% | -2.1% | 0.011% | |
8/11/2025 | Babb Wealth Advisors LLC | 1,096,575 | $32.21M | 23.8% | -0.4% | 0.364% | |
8/11/2025 | Western Wealth Management LLC | 86,891 | $2.55M | 0.2% | -3.8% | 0.029% | |
8/8/2025 | KM Capital Management Ltd. | 40,123 | $1.18M | 0.6% | +1.2% | 0.013% | |
8/8/2025 | Rockefeller Capital Management L.P. | 93,423 | $2.74M | 0.0% | -0.4% | 0.031% | |
8/8/2025 | Citizens Financial Group Inc. RI | 26,421 | $776K | 0.0% | +65.7% | 0.009% | |
8/8/2025 | MJP Associates Inc. ADV | 7,297 | $214K | 0.0% | -10.7% | 0.002% | |
8/8/2025 | Cetera Investment Advisers | 622,109 | $18.27M | 0.0% | +34.9% | 0.207% | |
8/8/2025 | Creative Planning | 400,328 | $11.76M | 0.0% | -2.4% | 0.133% | |
8/8/2025 | Altiora Financial Group LLC | 1,464,348 | $43.01M | 8.4% | -1.2% | 0.486% | |
8/8/2025 | Truepoint Inc. | 374,418 | $11.00M | 0.3% | -3.1% | 0.124% | |
8/8/2025 | Security Financial Services INC. | 47,127 | $1.38M | 0.2% | -0.8% | 0.016% | |
8/8/2025 | RAM Investment Partners LLC | 160,619 | $4.72M | 1.0% | -3.7% | 0.053% | |
8/8/2025 | Capstone Financial Advisors Inc. | 2,086,502 | $61.28M | 3.6% | -3.8% | 0.693% | |
8/8/2025 | Advisors Capital Management LLC | 17,803 | $523K | 0.0% | -6.7% | 0.006% | |
8/8/2025 | Glassman Wealth Services | 1,865,729 | $54.80M | 8.4% | +4.3% | 0.620% | |
8/8/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 32,141 | $944K | 0.2% | -4.1% | 0.011% | |
8/8/2025 | Francis Financial Inc. | 29,119 | $855K | 0.2% | -8.8% | 0.010% | |
8/8/2025 | SageOak Financial LLC | 13,011 | $382K | 0.3% | +10.6% | 0.004% | |
8/8/2025 | PNC Financial Services Group Inc. | 10,917 | $321K | 0.0% | +21.3% | 0.004% | |
8/7/2025 | Verus Capital Partners LLC | 24,827 | $729K | 0.1% | -59.1% | 0.008% | |
8/7/2025 | Retirement Solution LLC | 64,225 | $1.89M | 0.5% | +12.5% | 0.021% | |
8/7/2025 | Cahill Financial Advisors Inc. | 778,779 | $22.87M | 2.8% | +9.2% | 0.259% | |
8/7/2025 | Allworth Financial LP | 6,280,884 | $184.47M | 0.9% | +21.3% | 2.087% | |
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8/7/2025 | Midwest Trust Co | 33,104 | $972K | 0.0% | N/A | 0.011% | |
8/7/2025 | Alpha Financial Advisors LLC | 65,322 | $1.92M | 0.7% | -2.6% | 0.022% | |
8/7/2025 | Keystone Financial Services | 14,202 | $417K | 0.1% | -23.8% | 0.005% | |
8/6/2025 | True Wealth Design LLC | 5,095 | $150K | 0.1% | -12.1% | 0.002% | |
8/6/2025 | Cannon Financial Strategists Inc. | 42,155 | $1.24M | 0.2% | +84.3% | 0.014% | |
8/6/2025 | AE Wealth Management LLC | 60,773 | $1.79M | 0.0% | -5.0% | 0.020% | |
8/6/2025 | Savant Capital LLC | 677,533 | $19.90M | 0.1% | -1.0% | 0.225% | |
8/6/2025 | Geometric Wealth Advisors | 6,995,733 | $205.47M | 30.7% | -11.8% | 2.324% | |
8/6/2025 | Modera Wealth Management LLC | 498,568 | $14.64M | 0.2% | -1.7% | 0.166% | |
8/6/2025 | Golden State Wealth Management LLC | 4,649 | $137K | 0.0% | -33.6% | 0.002% | |