9/4/2025 | Osaic Holdings Inc. | 876,176 | $25.79M | 0.0% | -2.9% | 0.542% | |
9/3/2025 | Ballentine Capital Advisors Inc | 265,062 | $7.80M | 3.7% | +1.2% | 0.164% | |
8/27/2025 | Orion Porfolio Solutions LLC | 286,599 | $8.44M | 0.1% | +442.7% | 0.177% | |
8/19/2025 | Advisory Services Network LLC | 25,439 | $759K | 0.0% | +34.3% | 0.016% | |
8/18/2025 | Geneos Wealth Management Inc. | 484,377 | $14.26M | 0.3% | +3.4% | 0.300% | |
8/18/2025 | V2 Financial group LLC | 71,574 | $2.11M | 1.3% | +0.7% | 0.044% | |
8/15/2025 | Tower Research Capital LLC TRC | 14,962 | $440K | 0.0% | N/A | 0.009% | |
8/15/2025 | Corient Private Wealth LLC | 5,816,426 | $171.18M | 0.2% | +15.3% | 3.599% | |
8/15/2025 | WealthCollab LLC | 104,840 | $3.09M | 1.7% | N/A | 0.065% | |
8/15/2025 | Orion Porfolio Solutions LLC | 286,599 | $8.44M | 0.1% | +442.7% | 0.177% | |
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8/15/2025 | MML Investors Services LLC | 46,823 | $1.38M | 0.0% | +22.7% | 0.029% | |
8/15/2025 | Monograph Wealth Advisors LLC | 48,134 | $1.42M | 0.2% | -7.5% | 0.030% | |
8/15/2025 | McIlrath & Eck LLC | 239,932 | $7.06M | 0.8% | +13.8% | 0.148% | |
8/15/2025 | Great Valley Advisor Group Inc. | 42,083 | $1.24M | 0.0% | +127.5% | 0.026% | |
8/15/2025 | EP Wealth Advisors LLC | 1,903,813 | $56.03M | 0.4% | -6.1% | 1.178% | |
8/15/2025 | Essential Planning LLC. | 15,854 | $467K | 0.2% | +28.5% | 0.010% | |
8/15/2025 | Bank of America Corp DE | 1,403,030 | $41.29M | 0.0% | +12.0% | 0.868% | |
8/14/2025 | CLG LLC | 22,520 | $663K | 0.2% | -21.5% | 0.014% | |
8/14/2025 | Vista Capital Partners Inc. | 23,206 | $683K | 0.1% | N/A | 0.014% | |
8/14/2025 | Sentinel Wealth Management Inc. | 233,852 | $6.88M | 6.5% | N/A | 0.145% | |
8/14/2025 | Raymond James Financial Inc. | 1,481,142 | $43.59M | 0.0% | +8.3% | 0.917% | |
8/14/2025 | Betterment LLC | 399,485 | $11.76M | 0.0% | +24.0% | 0.247% | |
8/14/2025 | Peapack Gladstone Financial Corp | 270,739 | $7.97M | 0.1% | -17.9% | 0.168% | |
8/14/2025 | Wealth Preservation Advisors LLC | 43,788 | $1.29M | 0.8% | -8.0% | 0.027% | |
8/14/2025 | Main Street Financial Solutions LLC | 10,382 | $306K | 0.0% | -7.6% | 0.006% | |
8/14/2025 | NewEdge Advisors LLC | 824,798 | $24.27M | 0.1% | -6.3% | 0.510% | |
8/14/2025 | Hurley Capital LLC | 6,220 | $183K | 0.1% | +14.3% | 0.004% | |
8/14/2025 | Acorn Wealth Advisors LLC | 60,133 | $1.77M | 0.7% | +36.7% | 0.037% | |
8/14/2025 | Cary Street Partners Financial LLC | 22,712 | $668K | 0.0% | +30.4% | 0.014% | |
8/14/2025 | Cerity Partners LLC | 3,035,274 | $89.33M | 0.2% | +225.3% | 1.878% | |
8/14/2025 | Daner Wealth Management LLC | 53,104 | $1.63M | 1.1% | N/A | 0.033% | |
8/13/2025 | Cary Street Partners Investment Advisory LLC | 36,202 | $1.07M | 0.5% | +269.4% | 0.022% | |
8/13/2025 | United Wealth Management LLC | 843,368 | $24.82M | 7.2% | +4.7% | 0.522% | |
8/13/2025 | Vance Wealth LLC | 70,250 | $2.07M | 0.7% | -5.3% | 0.043% | |
8/13/2025 | SageView Advisory Group LLC | 58,077 | $1.79M | 0.1% | +2.0% | 0.036% | |
8/13/2025 | Cresset Asset Management LLC | 6,993 | $206K | 0.0% | -11.7% | 0.004% | |
8/13/2025 | Brown Advisory Inc. | 23,306 | $686K | 0.0% | +30.3% | 0.014% | |
8/13/2025 | Parkworth Wealth Management Inc. | 45,709 | $1.35M | 1.0% | +10.9% | 0.028% | |
8/13/2025 | EverSource Wealth Advisors LLC | 6,125 | $180K | 0.0% | N/A | 0.004% | |
8/13/2025 | CW Advisors LLC | 13,839 | $407K | 0.0% | +16.6% | 0.009% | |
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8/13/2025 | Beacon Pointe Advisors LLC | 208,772 | $6.14M | 0.1% | -2.0% | 0.129% | |
8/13/2025 | Tobias Financial Advisors Inc. | 290,788 | $8.56M | 1.5% | -12.0% | 0.180% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 65,941 | $1.94M | 0.0% | +871.3% | 0.041% | |
8/12/2025 | Burk Holdings LLC | 150,524 | $4.43M | 2.8% | N/A | 0.093% | |
8/12/2025 | Quadcap Wealth Management LLC | 48,573 | $1.43M | 0.2% | +36.5% | 0.030% | |
8/12/2025 | Hill Investment Group Partners LLC | 134,225 | $3.95M | 0.5% | +36.7% | 0.083% | |
8/12/2025 | Coldstream Capital Management Inc. | 1,327,469 | $39.07M | 0.6% | +611,636.9% | 0.821% | |
8/12/2025 | Legacy Financial Group Inc. | 73,342 | $2.16M | 0.6% | -6.4% | 0.045% | |
8/12/2025 | Tableaux LLC | 19,280 | $570K | 0.0% | N/A | 0.012% | |
8/12/2025 | AlphaCore Capital LLC | 21,462 | $632K | 0.0% | +29.7% | 0.013% | |
8/12/2025 | MAI Capital Management | 65,770 | $1.94M | 0.0% | +3.6% | 0.041% | |
8/12/2025 | JPMorgan Chase & Co. | 338,387 | $9.96M | 0.0% | +2.5% | 0.209% | |
8/12/2025 | Lodestone Wealth Management LLC | 24,326 | $716K | 0.3% | +2.2% | 0.015% | |
8/11/2025 | Wealthspire Advisors LLC | 27,340 | $805K | 0.0% | +43.5% | 0.017% | |
8/11/2025 | Diversified Portfolios Inc. | 533,065 | $15.69M | 1.5% | +20.1% | 0.328% | |
8/11/2025 | Root Financial Partners LLC | 782,502 | $23.03M | 2.2% | -39.7% | 0.482% | |
8/11/2025 | Mosaic Family Wealth Partners LLC | 964,105 | $28.37M | 3.6% | +4.1% | 0.594% | |
8/11/2025 | Foundation Wealth Management LLC PA | 259,470 | $7.64M | 3.3% | +24.3% | 0.160% | |
8/8/2025 | Tortoise Investment Management LLC | 261,530 | $7.70M | 0.7% | +32.7% | 0.161% | |
8/8/2025 | Rockefeller Capital Management L.P. | 62,709 | $1.85M | 0.0% | +24.1% | 0.039% | |
8/8/2025 | Pinney & Scofield Inc. | 160,075 | $4.71M | 3.2% | +14.6% | 0.099% | |
8/8/2025 | Avantax Advisory Services Inc. | 1,888,085 | $55.57M | 0.3% | -11.0% | 1.163% | |
8/8/2025 | Keyvantage Wealth LLC | 170,603 | $5.02M | 2.3% | +7.7% | 0.105% | |
8/8/2025 | Creative Planning | 1,392,492 | $40.98M | 0.0% | +85.7% | 0.858% | |
8/8/2025 | Altiora Financial Group LLC | 57,509 | $1.69M | 0.3% | -1.9% | 0.035% | |
8/8/2025 | Truepoint Inc. | 1,375,016 | $40.47M | 1.0% | +39.1% | 0.847% | |
8/8/2025 | RAM Investment Partners LLC | 18,368 | $541K | 0.1% | +96.4% | 0.011% | |
8/8/2025 | W.H. Cornerstone Investments Inc. | 97,982 | $2.88M | 1.8% | +3.9% | 0.060% | |
8/8/2025 | Austin Wealth Management LLC | 16,585 | $495K | 0.1% | N/A | 0.010% | |
8/8/2025 | Advyzon Investment Management LLC | 77,352 | $2.28M | 0.5% | +4.7% | 0.048% | |
8/7/2025 | Timonier Family Office LTD. | 359,940 | $10.59M | 4.0% | +19.4% | 0.222% | |
8/7/2025 | Retirement Solution LLC | 630,891 | $18.57M | 4.7% | +2.0% | 0.389% | |
8/7/2025 | Allworth Financial LP | 452,575 | $13.32M | 0.1% | +0.9% | 0.279% | |
8/7/2025 | Roberts Glore & Co. Inc. IL | 77,716 | $2.29M | 0.7% | +23.7% | 0.048% | |
8/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 328,564 | $9.67M | 0.8% | +2.3% | 0.202% | |
8/7/2025 | Alpha Financial Advisors LLC | 473,731 | $13.94M | 5.4% | -9.1% | 0.292% | |
8/6/2025 | True Wealth Design LLC | 63,932 | $1.88M | 0.7% | -4.7% | 0.039% | |
8/6/2025 | Valued Wealth Advisors LLC | 23,254 | $684K | 0.4% | +10.2% | 0.014% | |
8/6/2025 | AE Wealth Management LLC | 3,438 | $101K | 0.0% | +404.1% | 0.002% | |
8/6/2025 | Vestmark Advisory Solutions Inc. | 2,671,340 | $78.62M | 1.1% | +117.2% | 1.646% | |
8/6/2025 | Savant Capital LLC | 11,772,597 | $346.47M | 2.1% | +25.5% | 7.254% | |
8/6/2025 | Modera Wealth Management LLC | 2,457,840 | $72.33M | 0.9% | -16.3% | 1.514% | |
8/6/2025 | Summit Wealth Group LLC | 117,453 | $3.46M | 0.9% | +555.1% | 0.072% | |
8/6/2025 | Atlantic Union Bankshares Corp | 74,559 | $2.19M | 0.1% | N/A | 0.046% | |
8/6/2025 | Cloud Capital Management LLC | 37,144 | $1.10M | 0.7% | +275.8% | 0.023% | |
8/6/2025 | SNS Financial Group LLC | 90,029 | $2.65M | 0.3% | -6.3% | 0.055% | |
8/5/2025 | HFG Advisors Inc. | 43,894 | $1.29M | 1.0% | +10.9% | 0.027% | |
8/5/2025 | Clarity Wealth Development LLC | 380,726 | $11.21M | 11.2% | +4.7% | 0.235% | |
8/5/2025 | Astra Wealth Partners LLC | 19,159 | $564K | 0.4% | +19.9% | 0.012% | |
8/5/2025 | Golden Bell Financial Planning LLC | 21,741 | $640K | 0.6% | +54.3% | 0.013% | |
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8/5/2025 | Bank of Montreal Can | 832,836 | $24.51M | 0.0% | +10.6% | 0.513% | |
8/5/2025 | Hutchens & Kramer Investment Management Group LLC | 20,427 | $617K | 0.3% | -18.2% | 0.013% | |
8/5/2025 | Mission Wealth Management LP | 66,023 | $1.94M | 0.0% | +583.3% | 0.041% | |
8/5/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 28,831 | $849K | 0.1% | +20.2% | 0.018% | |
8/5/2025 | Aviance Capital Partners LLC | 132,360 | $3.90M | 0.5% | +19.0% | 0.082% | |
8/5/2025 | Avant Financial Advisors LLC | 311,396 | $9.16M | 7.5% | +16.3% | 0.192% | |
8/4/2025 | Integrity Alliance LLC. | 616,269 | $18.14M | 1.0% | +4.2% | 0.380% | |
8/4/2025 | Partners in Financial Planning | 12,449 | $366K | 0.1% | N/A | 0.008% | |
8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 13,184 | $388K | 0.1% | +21.4% | 0.008% | |
8/4/2025 | Earned Wealth Advisors LLC | 40,115 | $1.18M | 0.2% | +36.3% | 0.025% | |