8/27/2025 | Orion Porfolio Solutions LLC | 127,848 | $5.40M | 0.0% | +56.3% | 0.074% | |
8/26/2025 | Thrivent Financial for Lutherans | 51,122 | $2.16M | 0.0% | N/A | 0.030% | |
8/18/2025 | Geneos Wealth Management Inc. | 28,131 | $1.19M | 0.0% | +1.2% | 0.016% | |
8/15/2025 | Binnacle Investments Inc | 405,103 | $17.12M | 11.1% | +5.2% | 0.236% | |
8/15/2025 | Corient Private Wealth LLC | 239,717 | $10.13M | 0.0% | -48.0% | 0.139% | |
8/15/2025 | Smartleaf Asset Management LLC | 28,546 | $1.20M | 0.1% | -1.8% | 0.017% | |
8/15/2025 | Orion Porfolio Solutions LLC | 48,912 | $2.07M | 0.0% | -40.2% | 0.028% | |
8/15/2025 | Great Valley Advisor Group Inc. | 76,809 | $3.25M | 0.1% | -21.8% | 0.045% | |
8/15/2025 | Eaton Cambridge Inc. | 6,414 | $271K | 0.1% | -5.7% | 0.004% | |
8/15/2025 | Essential Planning LLC. | 227,808 | $9.63M | 3.6% | +4.4% | 0.133% | |
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8/15/2025 | Bank of America Corp DE | 183,002 | $7.73M | 0.0% | -2.6% | 0.106% | |
8/14/2025 | CLG LLC | 107,818 | $4.56M | 1.4% | +4.9% | 0.063% | |
8/14/2025 | Jane Street Group LLC | 218,655 | $9.24M | 0.0% | -60.1% | 0.127% | |
8/14/2025 | Raymond James Financial Inc. | 203,973 | $8.62M | 0.0% | +3.0% | 0.119% | |
8/14/2025 | Betterment LLC | 1,031,555 | $43.59M | 0.1% | +12.3% | 0.600% | |
8/14/2025 | Diversify Wealth Management LLC | 348,620 | $14.78M | 0.9% | +11.4% | 0.203% | |
8/14/2025 | Main Street Financial Solutions LLC | 25,763 | $1.09M | 0.1% | +3.1% | 0.015% | |
8/14/2025 | Sei Investments Co. | 12,438 | $526K | 0.0% | N/A | 0.007% | |
8/14/2025 | NewEdge Advisors LLC | 59,521 | $2.52M | 0.0% | -12.0% | 0.035% | |
8/14/2025 | DecisionPoint Financial LLC | 589,893 | $24.93M | 6.4% | +1.3% | 0.343% | |
8/14/2025 | Acorn Wealth Advisors LLC | 160,995 | $6.80M | 2.5% | +9.2% | 0.094% | |
8/14/2025 | Balance Wealth LLC | 60,705 | $2.57M | 1.5% | +101.0% | 0.035% | |
8/14/2025 | Cary Street Partners Financial LLC | 9,248 | $391K | 0.0% | +13.8% | 0.005% | |
8/14/2025 | Daner Wealth Management LLC | 280,674 | $11.90M | 8.2% | N/A | 0.163% | |
8/13/2025 | United Wealth Management LLC | 209,884 | $8.87M | 2.6% | -1.8% | 0.122% | |
8/13/2025 | GeoWealth Management LLC | 1,064,837 | $45M | 1.8% | -12.4% | 0.619% | |
8/13/2025 | Annandale Capital LLC | 785,618 | $33.20M | 2.5% | -3.9% | 0.457% | |
8/13/2025 | Parkworth Wealth Management Inc. | 171,578 | $7.25M | 5.2% | +2.5% | 0.100% | |
8/13/2025 | EverSource Wealth Advisors LLC | 118,775 | $5.02M | 0.2% | +179.0% | 0.069% | |
8/13/2025 | Plan Group Financial LLC | 97,357 | $4.11M | 1.4% | -28.1% | 0.057% | |
8/13/2025 | Beacon Pointe Advisors LLC | 609,627 | $25.76M | 0.3% | +0.1% | 0.355% | |
8/13/2025 | Momentous Wealth Management Inc. | 400,555 | $16.93M | 10.9% | +8.5% | 0.233% | |
8/13/2025 | Van Hulzen Asset Management LLC | 26,872 | $1.14M | 0.1% | +3.5% | 0.016% | |
8/13/2025 | Legacy Capital Wealth Partners LLC | 5,310 | $224K | 0.0% | N/A | 0.003% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 21,790 | $921K | 0.0% | +19.9% | 0.013% | |
8/13/2025 | Integrity Investment Advisors LLC | 145,022 | $6.13M | 4.7% | +2.6% | 0.084% | |
8/13/2025 | Vermillion & White Wealth Management Group LLC | 356,717 | $15.08M | 9.8% | +18.1% | 0.208% | |
8/12/2025 | J.W. Cole Advisors Inc. | 5,559 | $235K | 0.0% | N/A | 0.003% | |
8/12/2025 | XTX Topco Ltd | 5,446 | $230K | 0.0% | -6.3% | 0.003% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 6,323 | $267K | 0.0% | -76.0% | 0.004% | |
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8/12/2025 | Burk Holdings LLC | 146,816 | $6.20M | 3.9% | N/A | 0.085% | |
8/12/2025 | CreativeOne Wealth LLC | 143,506 | $6.07M | 0.2% | +6.3% | 0.083% | |
8/12/2025 | Hill Investment Group Partners LLC | 93,951 | $3.97M | 0.5% | -3.0% | 0.055% | |
8/12/2025 | TCP Asset Management LLC | 66,149 | $2.80M | 0.6% | +10.3% | 0.038% | |
8/12/2025 | Forum Private Client Group LLC | 11,272 | $476K | 0.2% | +15.9% | 0.007% | |
8/12/2025 | Legacy Financial Group Inc. | 294,699 | $12.45M | 3.7% | +7.0% | 0.171% | |
8/12/2025 | Nemes Rush Group LLC | 2,338 | $99K | 0.0% | +32.8% | 0.001% | |
8/12/2025 | JPMorgan Chase & Co. | 418,364 | $17.68M | 0.0% | -3.8% | 0.243% | |
8/12/2025 | Archvest Wealth Advisors Inc. | 13,554 | $573K | 0.5% | +6.3% | 0.008% | |
8/12/2025 | BWM Planning LLC | 222,743 | $9.41M | 3.2% | +18.9% | 0.130% | |
8/11/2025 | Copperleaf Capital LLC | 32,304 | $1.37M | 0.7% | +19.6% | 0.019% | |
8/11/2025 | Wealthspire Advisors LLC | 64,938 | $2.74M | 0.0% | +80.3% | 0.038% | |
8/11/2025 | Diversified Portfolios Inc. | 9,914 | $419K | 0.0% | N/A | 0.006% | |
8/11/2025 | Root Financial Partners LLC | 1,352,097 | $57.14M | 5.5% | +9.6% | 0.796% | |
8/11/2025 | Babb Wealth Advisors LLC | 329,237 | $13.91M | 10.3% | +6.4% | 0.194% | |
8/8/2025 | Sequoia Financial Advisors LLC | 2,878,822 | $121.66M | 0.4% | +36.2% | 1.694% | |
8/8/2025 | Pinney & Scofield Inc. | 21,411 | $905K | 0.6% | +4.7% | 0.013% | |
8/8/2025 | Cetera Investment Advisers | 134,328 | $5.68M | 0.0% | +113.9% | 0.079% | |
8/8/2025 | Creative Planning | 51,382 | $2.17M | 0.0% | -21.8% | 0.030% | |
8/8/2025 | Truepoint Inc. | 11,512,852 | $486.53M | 12.1% | +1.9% | 6.774% | |
8/8/2025 | Beacon Harbor Wealth Advisors Inc. | 171,775 | $7.26M | 1.8% | N/A | 0.101% | |
8/8/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 97,740 | $4.13M | 0.9% | +17.7% | 0.058% | |
8/8/2025 | SageOak Financial LLC | 250,840 | $10.60M | 8.5% | +0.6% | 0.148% | |
8/8/2025 | Austin Wealth Management LLC | 273,132 | $11.49M | 2.0% | +0.6% | 0.161% | |
8/7/2025 | Timonier Family Office LTD. | 8,825 | $373K | 0.1% | -5.8% | 0.005% | |
8/7/2025 | Samalin Investment Counsel LLC | 29,055 | $1.23M | 0.5% | -17.0% | 0.017% | |
8/7/2025 | Allworth Financial LP | 1,324,041 | $55.95M | 0.3% | -0.9% | 0.779% | |
8/7/2025 | Tillman Hartley LLC | 485,361 | $20.51M | 5.7% | -11.1% | 0.286% | |
8/7/2025 | Summit X LLC | 246,761 | $10.43M | 1.9% | -1.0% | 0.145% | |
8/7/2025 | PFG Advisors | 148,369 | $6.27M | 0.2% | +0.7% | 0.087% | |
8/7/2025 | Alpha Financial Advisors LLC | 379,727 | $16.05M | 6.2% | +13.7% | 0.223% | |
8/6/2025 | Prospera Financial Services Inc | 9,759 | $413K | 0.0% | +83.8% | 0.006% | |
8/6/2025 | AE Wealth Management LLC | 620,998 | $26.24M | 0.2% | +22.2% | 0.365% | |
8/6/2025 | Vestmark Advisory Solutions Inc. | 477,748 | $20.19M | 0.3% | +106.7% | 0.281% | |
8/6/2025 | Savant Capital LLC | 2,374,378 | $100.34M | 0.6% | +23.7% | 1.397% | |
8/6/2025 | Modera Wealth Management LLC | 236,694 | $10.00M | 0.1% | -0.2% | 0.139% | |
8/6/2025 | Commonwealth Equity Services LLC | 1,312,044 | $55.45M | 0.1% | -9.8% | 0.772% | |
8/6/2025 | Entrewealth LLC | 75,880 | $3.21M | 2.2% | +59.3% | 0.045% | |
8/6/2025 | Cloud Capital Management LLC | 19,466 | $826K | 0.5% | +10.4% | 0.011% | |
8/6/2025 | SNS Financial Group LLC | 406,889 | $17.20M | 1.6% | +61.4% | 0.239% | |
8/5/2025 | Continuum Wealth Advisors LLC | 359,403 | $15.19M | 7.3% | +4.4% | 0.211% | |
8/5/2025 | Hutchens & Kramer Investment Management Group LLC | 99,795 | $4.22M | 1.9% | -22.1% | 0.059% | |
8/5/2025 | Mission Wealth Management LP | 30,929 | $1.31M | 0.0% | +1.3% | 0.018% | |
8/5/2025 | Dravo Bay LLC | 255,982 | $11.00M | 5.3% | +0.8% | 0.151% | |
8/4/2025 | Integrity Alliance LLC. | 615,415 | $26.01M | 1.4% | -7.4% | 0.362% | |
8/4/2025 | IFG Advisory LLC | 93,172 | $3.94M | 0.2% | +19.5% | 0.055% | |
8/4/2025 | ArborFi Advisors LLC | 211,616 | $8.94M | 7.9% | +3.8% | 0.125% | |
8/4/2025 | Savvy Advisors Inc. | 36,536 | $1.54M | 0.1% | N/A | 0.021% | |
8/4/2025 | Live Oak Private Wealth LLC | 38,334 | $1.62M | 0.2% | +157.0% | 0.023% | |
8/4/2025 | Assetmark Inc. | 591,072 | $24.98M | 0.1% | -7.7% | 0.348% | |
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8/4/2025 | HBK Sorce Advisory LLC | 1,068,573 | $45.16M | 1.2% | -3.5% | 0.629% | |
8/4/2025 | Arkadios Wealth Advisors | 60,561 | $2.56M | 0.1% | -8.6% | 0.036% | |
8/4/2025 | Arcadia Wealth Management Inc. | 92,253 | $3.90M | 2.7% | +5.5% | 0.054% | |
8/1/2025 | Winebrenner Capital Management LLC | 136,570 | $5.77M | 4.7% | +24.2% | 0.080% | |
8/1/2025 | SwitchPoint Financial Planning LLC | 39,870 | $1.69M | 1.4% | +3.9% | 0.023% | |
8/1/2025 | Austin Private Wealth LLC | 44,000 | $1.86M | 0.1% | +525.8% | 0.026% | |
8/1/2025 | Heritage Wealth Management Inc. Texas | 266,366 | $11.27M | 5.6% | -1.8% | 0.157% | |
8/1/2025 | Liberty Wealth Management LLC | 351,836 | $14.87M | 2.3% | +11.4% | 0.207% | |
8/1/2025 | Brookwood Investment Group LLC | 7,250 | $306K | 0.0% | +10.7% | 0.004% | |
8/1/2025 | Red Lighthouse Investment Management LLC | 55,000 | $2.32M | 0.9% | +96.4% | 0.032% | |