8/29/2025 | Centaurus Financial Inc. | 18,674 | $1.87M | 0.1% | +10.0% | 0.029% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 76,594 | $7.67M | 0.4% | N/A | 0.120% | |
8/19/2025 | Advisory Services Network LLC | 6,067 | $608K | 0.0% | +29.4% | 0.009% | |
8/19/2025 | Hohimer Wealth Management LLC | 344,292 | $34.48M | 6.1% | +53.5% | 0.538% | |
8/16/2025 | Evergreen Capital Management LLC | 81,073 | $8.12M | 0.2% | -33.8% | 0.127% | |
8/15/2025 | Synergy Financial Group LTD | 3,120 | $312K | 0.2% | -25.3% | 0.005% | |
8/15/2025 | Brooks Moore & Associates Inc. | 23,790 | $2.38M | 1.3% | -18.2% | 0.037% | |
8/15/2025 | Global View Capital Management LLC | 8,929 | $894K | 0.3% | -16.3% | 0.014% | |
8/15/2025 | Sugar Maple Asset Management LLC | 12,860 | $1.29M | 1.0% | -38.4% | 0.020% | |
8/15/2025 | Corient Private Wealth LLC | 933,823 | $93.52M | 0.1% | -8.2% | 1.459% | |
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8/15/2025 | Equitable Holdings Inc. | 89,809 | $8.99M | 0.1% | -6.1% | 0.140% | |
8/15/2025 | Two Sigma Securities LLC | 5,441 | $545K | 0.1% | N/A | 0.009% | |
8/15/2025 | MML Investors Services LLC | 50,717 | $5.08M | 0.0% | -3.6% | 0.079% | |
8/15/2025 | HRT Financial LP | 41,154 | $4.12M | 0.0% | N/A | 0.064% | |
8/15/2025 | Hara Capital LLC | 51,961 | $5.20M | 3.2% | +1,875.0% | 0.081% | |
8/15/2025 | Helium Advisors LLC | 119,471 | $11.97M | 7.6% | +35.4% | 0.187% | |
8/15/2025 | BNP Paribas Financial Markets | 45,692 | $4.58M | 0.0% | +89.8% | 0.071% | |
8/15/2025 | Bank of America Corp DE | 2,682,805 | $268.68M | 0.0% | -19.7% | 4.192% | |
8/15/2025 | Ameriprise Financial Inc. | 552,686 | $55.48M | 0.0% | -55.1% | 0.864% | |
8/14/2025 | Jane Street Group LLC | 10,468 | $1.05M | 0.0% | -71.0% | 0.016% | |
8/14/2025 | Raymond James Financial Inc. | 208,422 | $20.87M | 0.0% | +59.4% | 0.326% | |
8/14/2025 | Peak Asset Management LLC | 2,508 | $251K | 0.0% | -9.9% | 0.004% | |
8/14/2025 | Betterment LLC | 5,698,815 | $570.74M | 1.2% | +1.0% | 8.904% | |
8/14/2025 | Hamilton Capital LLC | 14,590 | $1.46M | 0.1% | -5.5% | 0.023% | |
8/14/2025 | Vivaldi Capital Management LP | 119,433 | $11.96M | 1.8% | -7.5% | 0.187% | |
8/14/2025 | Potentia Wealth | 18,347 | $1.84M | 1.0% | -35.4% | 0.029% | |
8/14/2025 | NewEdge Advisors LLC | 374,558 | $37.51M | 0.2% | +69.8% | 0.585% | |
8/14/2025 | Acorn Wealth Advisors LLC | 2,839 | $284K | 0.1% | N/A | 0.004% | |
8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 3,998 | $400K | 0.0% | -42.1% | 0.006% | |
8/14/2025 | Cerity Partners LLC | 7,678 | $769K | 0.0% | -3.3% | 0.012% | |
8/13/2025 | Victory Financial Group LLC | 15,404 | $1.54M | 0.2% | -31.9% | 0.024% | |
8/13/2025 | Financial & Tax Architects LLC | 84,154 | $8.43M | 2.0% | +167.8% | 0.131% | |
8/13/2025 | Flow Traders U.S. LLC | 182,438 | $18.27M | 0.7% | N/A | 0.285% | |
8/13/2025 | Strategic Family Wealth Counselors L.L.C. | 2,400 | $240K | 0.1% | -20.6% | 0.004% | |
8/13/2025 | Saiph Capital LLC | 18,331 | $1.84M | 0.6% | +226.5% | 0.029% | |
8/13/2025 | Baird Financial Group Inc. | 3,572 | $358K | 0.0% | N/A | 0.006% | |
8/13/2025 | CW Advisors LLC | 61,517 | $6.16M | 0.1% | +0.8% | 0.096% | |
8/13/2025 | Acorns Advisers LLC | 495,627 | $49.64M | 0.4% | +0.6% | 0.774% | |
8/13/2025 | Fort Sheridan Advisors LLC | 2,699 | $270K | 0.0% | +32.4% | 0.004% | |
8/13/2025 | Beacon Pointe Advisors LLC | 10,121 | $1.01M | 0.0% | -26.6% | 0.016% | |
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8/13/2025 | Valued Retirements Inc. | 2,488 | $249K | 0.3% | N/A | 0.004% | |
8/13/2025 | Scotia Capital Inc. | 40,066 | $4.01M | 0.0% | -1.6% | 0.063% | |
8/13/2025 | Level Four Advisory Services LLC | 193,839 | $19.41M | 0.7% | +0.5% | 0.303% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 603,531 | $60.44M | 0.0% | -22.5% | 0.943% | |
8/12/2025 | Blueprint Financial Advisors LLC | 63,915 | $6.40M | 2.1% | N/A | 0.100% | |
8/12/2025 | Financial Advocates Investment Management | 13,993 | $1.40M | 0.1% | -72.2% | 0.022% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 37,457 | $3.75M | 0.0% | +2.7% | 0.059% | |
8/12/2025 | Quadcap Wealth Management LLC | 13,787 | $1.38M | 0.2% | -3.2% | 0.022% | |
8/12/2025 | Global Retirement Partners LLC | 6,105 | $611K | 0.0% | N/A | 0.010% | |
8/12/2025 | Waterloo Capital L.P. | 327,591 | $32.81M | 2.6% | +7.3% | 0.512% | |
8/12/2025 | Rock Creek Group LP | 288,578 | $28.90M | 3.4% | +12.3% | 0.451% | |
8/12/2025 | AlphaCore Capital LLC | 2,221 | $222K | 0.0% | -5.8% | 0.003% | |
8/12/2025 | Blueprint Investment Partners LLC | 57,817 | $5.79M | 1.0% | N/A | 0.090% | |
8/12/2025 | JPMorgan Chase & Co. | 74,106 | $7.42M | 0.0% | -50.9% | 0.116% | |
8/12/2025 | Archvest Wealth Advisors Inc. | 9,121 | $913K | 0.8% | +11.2% | 0.014% | |
8/12/2025 | NorthStar Asset Management LLC NJ | 76,645 | $7.68M | 2.1% | +43.4% | 0.120% | |
8/11/2025 | North Forty Two & Co. | 31,692 | $3.17M | 3.4% | +1.0% | 0.049% | |
8/11/2025 | Wealthspire Advisors LLC | 30,428 | $3.05M | 0.0% | +4.8% | 0.047% | |
8/11/2025 | FSC Wealth Advisors LLC | 22,578 | $2.26M | 1.4% | -1.6% | 0.035% | |
8/11/2025 | Pin Oak Investment Advisors Inc. | 2,750 | $275K | 0.2% | N/A | 0.004% | |
8/11/2025 | Cannon Advisors Inc. | 7,568 | $758K | 0.6% | -4.7% | 0.012% | |
8/11/2025 | Bell Investment Advisors Inc | 580,272 | $58.11M | 10.0% | +2.4% | 0.906% | |
8/8/2025 | Rockefeller Capital Management L.P. | 55,940 | $5.60M | 0.0% | +42.4% | 0.087% | |
8/8/2025 | Kingsview Wealth Management LLC | 2,978 | $298K | 0.0% | -75.0% | 0.005% | |
8/8/2025 | Cetera Investment Advisers | 192,699 | $19.30M | 0.0% | +25.6% | 0.301% | |
8/8/2025 | Advisors Capital Management LLC | 2,500 | $250K | 0.0% | -67.5% | 0.004% | |
8/8/2025 | Ignite Planners LLC | 16,107 | $1.61M | 0.2% | +1.6% | 0.025% | |
8/7/2025 | Verus Capital Partners LLC | 78,866 | $7.90M | 0.7% | -9.4% | 0.123% | |
8/7/2025 | Avalon Capital Management | 31,764 | $3.18M | 0.9% | N/A | 0.050% | |
8/7/2025 | Winch Advisory Services LLC | 67,689 | $6.78M | 1.7% | +38.6% | 0.106% | |
8/7/2025 | Birchcreek Wealth Management LLC | 12,987 | $1.30M | 0.7% | +68.7% | 0.020% | |
8/7/2025 | Cahill Financial Advisors Inc. | 25,560 | $2.56M | 0.3% | +43.6% | 0.040% | |
8/7/2025 | Allworth Financial LP | 3,456 | $346K | 0.0% | +1,718.9% | 0.005% | |
8/7/2025 | Midwest Trust Co | 2,730 | $273K | 0.0% | N/A | 0.004% | |
8/6/2025 | Titan Global Capital Management USA LLC | 5,149 | $516K | 0.1% | +25.9% | 0.008% | |
8/6/2025 | AE Wealth Management LLC | 8,225 | $824K | 0.0% | -22.1% | 0.013% | |
8/6/2025 | Legacy Wealth Managment LLC ID | 22,862 | $2.29M | 1.2% | -33.7% | 0.036% | |
8/6/2025 | Atlas Legacy Advisors LLC | 27,289 | $2.73M | 0.6% | +13.0% | 0.043% | |
8/5/2025 | GPS Wealth Strategies Group LLC | 901 | $90K | 0.0% | -55.1% | 0.001% | |
8/5/2025 | Fullcircle Wealth LLC | 38,832 | $3.88M | 1.4% | -14.3% | 0.061% | |
8/5/2025 | Hunter Associates Investment Management LLC | 7,673 | $767K | 0.1% | +135.2% | 0.012% | |
8/5/2025 | Westside Investment Management Inc. | 17,403 | $1.74M | 0.3% | -1.0% | 0.027% | |
8/5/2025 | Intellectus Partners LLC | 17,647 | $1.77M | 0.4% | -54.9% | 0.028% | |
8/5/2025 | Burney Co. | 11,995 | $1.20M | 0.0% | +26.3% | 0.019% | |
8/5/2025 | Navalign LLC | 2,385 | $239K | 0.1% | N/A | 0.004% | |
8/5/2025 | Everest Management Corp. | 21,516 | $2.16M | 1.5% | -35.2% | 0.034% | |
8/4/2025 | Silver Coast Investments LLC | 11,414 | $1.14M | 0.4% | +10.6% | 0.018% | |
8/4/2025 | Atria Investments Inc | 205,717 | $20.60M | 0.2% | +14.5% | 0.321% | |
8/4/2025 | Savvy Advisors Inc. | 10,337 | $1.04M | 0.1% | -11.0% | 0.016% | |
8/4/2025 | Spire Wealth Management | 1,685 | $169K | 0.0% | -83.1% | 0.003% | |
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8/4/2025 | Arkadios Wealth Advisors | 4,433 | $444K | 0.0% | +38.4% | 0.007% | |
8/4/2025 | Bristlecone Advisors LLC | 15,369 | $1.54M | 0.1% | +16.8% | 0.024% | |
8/4/2025 | Migdal Insurance & Financial Holdings Ltd. | 3,935 | $394K | 0.0% | +11,142.9% | 0.006% | |
8/1/2025 | Redwood Park Advisors LLC | 466,558 | $46.73M | 31.7% | +7.7% | 0.728% | |
8/1/2025 | Tevis Investment Management | 62,134 | $6.22M | 4.0% | -10.4% | 0.097% | |
8/1/2025 | ACR Alpine Capital Research LLC | 4,993,717 | $500.12M | 9.0% | +19.5% | 7.795% | |
8/1/2025 | Delta Investment Management LLC | 12,714 | $1.27M | 0.2% | -61.9% | 0.020% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,337,601 | $133.96M | 0.0% | +6.7% | 2.088% | |
7/31/2025 | Wealthfront Advisers LLC | 711,864 | $71.29M | 0.2% | -9.2% | 1.111% | |
7/31/2025 | Oppenheimer Asset Management Inc. | 1,039,443 | $104.10M | 1.2% | -15.4% | 1.623% | |