8/27/2025 | Orion Porfolio Solutions LLC | 46,481 | $3.12M | 0.0% | +1.9% | 0.020% | |
8/19/2025 | Cape Investment Advisory Inc. | 9,039 | $606K | 0.2% | +5.3% | 0.004% | |
8/19/2025 | Asset Dedication LLC | 670,487 | $44.94M | 3.3% | +6.6% | 0.289% | |
8/18/2025 | Geneos Wealth Management Inc. | 14,569 | $976K | 0.0% | -27.3% | 0.006% | |
8/18/2025 | Kestra Investment Management LLC | 73,455 | $4.92M | 0.1% | +61.8% | 0.032% | |
8/18/2025 | Cornerstone Financial Group LLC NE | 152,503 | $10.22M | 8.7% | -0.6% | 0.066% | |
8/15/2025 | Tower Research Capital LLC TRC | 16,470 | $1.10M | 0.0% | +9,821.7% | 0.007% | |
8/15/2025 | FFT Wealth Management LLC | 44,405 | $3.05M | 0.6% | +15.1% | 0.019% | |
8/15/2025 | Binnacle Investments Inc | 132,559 | $8.88M | 5.8% | +5.2% | 0.057% | |
8/15/2025 | Corient Private Wealth LLC | 1,725,749 | $115.66M | 0.1% | -10.5% | 0.744% | |
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8/15/2025 | Equitable Holdings Inc. | 547,471 | $36.69M | 0.3% | +4.0% | 0.236% | |
8/15/2025 | Captrust Financial Advisors | 175,309 | $11.75M | 0.0% | -1.0% | 0.076% | |
8/15/2025 | Seneschal Advisors LLC | 125,856 | $8.44M | 6.7% | -2.2% | 0.054% | |
8/15/2025 | Smartleaf Asset Management LLC | 35,582 | $2.37M | 0.2% | +82.0% | 0.015% | |
8/15/2025 | Orion Porfolio Solutions LLC | 69,084 | $4.63M | 0.0% | +51.4% | 0.030% | |
8/15/2025 | MML Investors Services LLC | 439,369 | $29.45M | 0.1% | +6.9% | 0.189% | |
8/15/2025 | Monograph Wealth Advisors LLC | 28,435 | $1.91M | 0.2% | -65.5% | 0.012% | |
8/15/2025 | McIlrath & Eck LLC | 7,369 | $494K | 0.1% | -48.4% | 0.003% | |
8/15/2025 | Modern Wealth Management LLC | 3,164 | $212K | 0.0% | N/A | 0.001% | |
8/15/2025 | EP Wealth Advisors LLC | 33,442 | $2.24M | 0.0% | -42.8% | 0.014% | |
8/15/2025 | Envision Financial Planning LLC | 155,640 | $10.43M | 4.9% | -1.0% | 0.067% | |
8/15/2025 | Curi Capital LLC | 11,496 | $770K | 0.0% | +12.2% | 0.005% | |
8/15/2025 | Bank of America Corp DE | 1,090,394 | $73.08M | 0.0% | +15.4% | 0.470% | |
8/15/2025 | AQR Capital Management LLC | 79,663 | $5.34M | 0.0% | +20.9% | 0.034% | |
8/14/2025 | CLG LLC | 58,352 | $3.91M | 1.2% | +1.9% | 0.025% | |
8/14/2025 | Jane Street Group LLC | 5,744 | $385K | 0.0% | -83.0% | 0.002% | |
8/14/2025 | Raymond James Financial Inc. | 1,431,480 | $95.94M | 0.0% | -8.7% | 0.617% | |
8/14/2025 | Betterment LLC | 159,219 | $10.67M | 0.0% | +62.3% | 0.069% | |
8/14/2025 | Quantinno Capital Management LP | 143,113 | $9.59M | 0.0% | +11.9% | 0.062% | |
8/14/2025 | Diversify Advisory Services LLC | 10,549 | $736K | 0.0% | -25.5% | 0.005% | |
8/14/2025 | Peapack Gladstone Financial Corp | 19,672 | $1.32M | 0.0% | +18.4% | 0.008% | |
8/14/2025 | Main Street Financial Solutions LLC | 143,574 | $9.62M | 0.7% | +1.2% | 0.062% | |
8/14/2025 | Sand Hill Global Advisors LLC | 59,578 | $3.99M | 0.1% | -0.5% | 0.026% | |
8/14/2025 | NewEdge Advisors LLC | 94,934 | $6.36M | 0.0% | -3.3% | 0.041% | |
8/14/2025 | Qube Research & Technologies Ltd | 453 | $30K | 0.0% | -85.1% | 0.000% | |
8/14/2025 | Tripletail Wealth Management LLC | 3,330 | $230K | 0.3% | N/A | 0.001% | |
8/14/2025 | London & Capital Asset Management Ltd | 15,741 | $1.06M | 0.1% | N/A | 0.007% | |
8/14/2025 | Acorn Wealth Advisors LLC | 47,859 | $3.21M | 1.2% | +5.8% | 0.021% | |
8/14/2025 | Prestige Wealth Management Group LLC | 14,131 | $947K | 0.2% | -9.3% | 0.006% | |
8/14/2025 | Cerity Partners LLC | 574,599 | $38.51M | 0.1% | +1.0% | 0.248% | |
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8/13/2025 | Avestar Capital LLC | 37,908 | $2.54M | 0.2% | +2.0% | 0.016% | |
8/13/2025 | Vance Wealth LLC | 4,919 | $330K | 0.1% | +14.6% | 0.002% | |
8/13/2025 | Cresset Asset Management LLC | 62,735 | $4.21M | 0.0% | +12.7% | 0.027% | |
8/13/2025 | Brown Advisory Inc. | 58,959 | $3.95M | 0.0% | -0.4% | 0.025% | |
8/13/2025 | Baird Financial Group Inc. | 11,222 | $752K | 0.0% | -24.1% | 0.005% | |
8/13/2025 | Parkworth Wealth Management Inc. | 40,485 | $2.71M | 2.0% | -7.3% | 0.017% | |
8/13/2025 | EverSource Wealth Advisors LLC | 91,007 | $6.10M | 0.3% | -2.2% | 0.039% | |
8/13/2025 | JT Stratford LLC | 19,215 | $1.29M | 0.2% | +9.4% | 0.008% | |
8/13/2025 | Beacon Pointe Advisors LLC | 354,270 | $23.74M | 0.2% | +1.3% | 0.153% | |
8/13/2025 | ARK & TLK Investments LLC | 482,598 | $32.34M | 10.4% | -1.0% | 0.208% | |
8/13/2025 | Fisher Asset Management LLC | 4,180 | $280K | 0.0% | +20.4% | 0.002% | |
8/13/2025 | Bernardo Wealth Planning LLC | 242,876 | $16.28M | 3.5% | +53.2% | 0.105% | |
8/13/2025 | Lido Advisors LLC | 35,500 | $2.38M | 0.0% | +0.6% | 0.015% | |
8/13/2025 | Legacy Capital Wealth Partners LLC | 7,411 | $497K | 0.1% | N/A | 0.003% | |
8/13/2025 | Measured Wealth Private Client Group LLC | 13,559 | $909K | 0.3% | -9.7% | 0.006% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 99,759 | $6.69M | 0.0% | +0.4% | 0.043% | |
8/13/2025 | Choreo LLC | 1,009,455 | $67.65M | 0.9% | -1.0% | 0.435% | |
8/12/2025 | J.W. Cole Advisors Inc. | 12,283 | $823K | 0.0% | N/A | 0.005% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 16,571 | $1.11M | 0.0% | -23.8% | 0.007% | |
8/12/2025 | Burk Holdings LLC | 89,621 | $6.01M | 3.8% | N/A | 0.039% | |
8/12/2025 | Quadcap Wealth Management LLC | 837,611 | $56.14M | 7.1% | +8.8% | 0.361% | |
8/12/2025 | CreativeOne Wealth LLC | 27,853 | $1.87M | 0.0% | +2.7% | 0.012% | |
8/12/2025 | Global Retirement Partners LLC | 6,270 | $420K | 0.0% | N/A | 0.003% | |
8/12/2025 | TCP Asset Management LLC | 447,495 | $29.99M | 5.9% | +2.2% | 0.193% | |
8/12/2025 | Prudential Financial Inc. | 45,111,138 | $2.88B | 3.7% | +6.0% | 19.444% | |
8/12/2025 | Coldstream Capital Management Inc. | 10,592 | $710K | 0.0% | +100.0% | 0.005% | |
8/12/2025 | Forum Private Client Group LLC | 12,796 | $858K | 0.3% | +1.2% | 0.006% | |
8/12/2025 | Legacy Financial Group Inc. | 216,015 | $14.48M | 4.3% | +4.2% | 0.093% | |
8/12/2025 | Nemes Rush Group LLC | 954 | $64K | 0.0% | +43.0% | 0.000% | |
8/12/2025 | JPMorgan Chase & Co. | 912,390 | $61.15M | 0.0% | -1.7% | 0.393% | |
8/12/2025 | BWM Planning LLC | 19,330 | $1.30M | 0.4% | +1.9% | 0.008% | |
8/12/2025 | Lionshead Wealth Management LLC | 7,795 | $522K | 0.5% | N/A | 0.003% | |
8/11/2025 | VSM Wealth Advisory LLC | 1,403 | $94K | 0.0% | -98.7% | 0.001% | |
8/11/2025 | Stonebrook Private Inc. | 6,868 | $460K | 0.1% | -17.2% | 0.003% | |
8/11/2025 | Wealthspire Advisors LLC | 181,452 | $12.16M | 0.1% | +0.8% | 0.078% | |
8/11/2025 | Pinnacle Wealth Planning Services Inc. | 44,921 | $3.01M | 0.4% | -2.6% | 0.019% | |
8/11/2025 | Dorsey & Whitney Trust CO LLC | 3,102 | $208K | 0.0% | N/A | 0.001% | |
8/11/2025 | Root Financial Partners LLC | 3,095,429 | $207.46M | 20.1% | +7.0% | 1.335% | |
8/11/2025 | Babb Wealth Advisors LLC | 259,755 | $17.41M | 12.9% | +1.9% | 0.112% | |
8/11/2025 | Western Wealth Management LLC | 15,769 | $1.06M | 0.1% | -2.7% | 0.007% | |
8/11/2025 | Beta Wealth Group Inc. | 3,106 | $208K | 0.1% | -22.0% | 0.001% | |
8/8/2025 | Tortoise Investment Management LLC | 93,196 | $6.25M | 0.6% | +21.5% | 0.040% | |
8/8/2025 | KM Capital Management Ltd. | 567,600 | $38.04M | 18.8% | 0.0% | 0.245% | |
8/8/2025 | Rockefeller Capital Management L.P. | 24,447 | $1.64M | 0.0% | +11.3% | 0.011% | |
8/8/2025 | Avantax Advisory Services Inc. | 75,052 | $5.03M | 0.0% | -2.3% | 0.032% | |
8/8/2025 | Cetera Investment Advisers | 356,207 | $23.87M | 0.0% | -7.9% | 0.154% | |
8/8/2025 | Creative Planning | 3,530,566 | $236.62M | 0.2% | -0.8% | 1.522% | |
8/8/2025 | Security Financial Services INC. | 283,931 | $19.03M | 3.4% | +0.1% | 0.122% | |
8/8/2025 | Foundations Investment Advisors LLC | 3,320 | $223K | 0.0% | -32.5% | 0.001% | |
8/8/2025 | RAM Investment Partners LLC | 6,500 | $436K | 0.1% | N/A | 0.003% | |
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8/8/2025 | Grandfield & Dodd LLC | 3,599 | $241K | 0.0% | -14.3% | 0.002% | |
8/8/2025 | Glassman Wealth Services | 3,896 | $261K | 0.0% | -17.9% | 0.002% | |
8/8/2025 | Sittner & Nelson LLC | 3,514 | $236K | 0.1% | -26.9% | 0.002% | |
8/8/2025 | Royal Harbor Partners LLC | 229,645 | $15.39M | 5.6% | N/A | 0.099% | |
8/8/2025 | SageOak Financial LLC | 4,604 | $309K | 0.2% | +3.8% | 0.002% | |
8/8/2025 | PNC Financial Services Group Inc. | 18,481 | $1.24M | 0.0% | +46.7% | 0.008% | |
8/8/2025 | Ironwood Investment Counsel LLC | 3,221 | $216K | 0.0% | N/A | 0.001% | |
8/7/2025 | Fund Evaluation Group LLC | 145,369 | $9.74M | 0.4% | +5.9% | 0.063% | |
8/7/2025 | CENTRAL TRUST Co | 9,259 | $621K | 0.0% | +51.8% | 0.004% | |
8/7/2025 | Montag A & Associates Inc. | 12,139 | $814K | 0.0% | -76.2% | 0.005% | |