8/27/2025 | Orion Porfolio Solutions LLC | 472,118 | $57.31M | 0.5% | +6.7% | 0.415% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 2,531 | $307K | 0.0% | N/A | 0.002% | |
8/19/2025 | Anchor Investment Management LLC | 646 | $78K | 0.0% | +86.2% | 0.001% | |
8/18/2025 | Tyler Stone Wealth Management | 12,125 | $1.47M | 0.2% | -5.4% | 0.011% | |
8/18/2025 | Geneos Wealth Management Inc. | 457 | $55K | 0.0% | +75.1% | 0.000% | |
8/18/2025 | Goodman Advisory Group LLC | 720 | $87K | 0.0% | -96.5% | 0.001% | |
8/16/2025 | Parr Mcknight Wealth Management Group LLC | 73,855 | $8.96M | 1.2% | +0.2% | 0.065% | |
8/15/2025 | Nikulski Financial Inc. | 85,177 | $10.34M | 2.8% | -0.7% | 0.075% | |
8/15/2025 | Tower Research Capital LLC TRC | 27,211 | $3.30M | 0.1% | +840.3% | 0.024% | |
8/15/2025 | SkyView Investment Advisors LLC | 693,952 | $83.79M | 12.0% | -8.2% | 0.609% | |
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8/15/2025 | Corient Private Wealth LLC | 271,060 | $32.90M | 0.0% | -6.4% | 0.238% | |
8/15/2025 | Equitable Holdings Inc. | 45,622 | $5.54M | 0.0% | -12.0% | 0.040% | |
8/15/2025 | Captrust Financial Advisors | 214,400 | $26.02M | 0.1% | +0.7% | 0.188% | |
8/15/2025 | Lantern Wealth Advisors LLC | 1,871 | $227K | 0.1% | N/A | 0.002% | |
8/15/2025 | Vident Advisory LLC | 1,803 | $219K | 0.0% | N/A | 0.002% | |
8/15/2025 | Two Sigma Securities LLC | 3,538 | $429K | 0.1% | +66.1% | 0.003% | |
8/15/2025 | Smartleaf Asset Management LLC | 1,586 | $191K | 0.0% | -7.7% | 0.001% | |
8/15/2025 | Orion Porfolio Solutions LLC | 313,692 | $38.08M | 0.3% | -29.1% | 0.275% | |
8/15/2025 | MML Investors Services LLC | 53,021 | $6.44M | 0.0% | +43.5% | 0.047% | |
8/15/2025 | Great Valley Advisor Group Inc. | 15,150 | $1.84M | 0.0% | -8.6% | 0.013% | |
8/15/2025 | EP Wealth Advisors LLC | 1,140 | $138K | 0.0% | -17.1% | 0.001% | |
8/15/2025 | Benjamin Edwards Inc. | 47,250 | $5.74M | 0.1% | +5.4% | 0.041% | |
8/15/2025 | Bank of America Corp DE | 3,069,380 | $372.56M | 0.0% | +0.5% | 2.695% | |
8/15/2025 | Ameriprise Financial Inc. | 18,520 | $2.25M | 0.0% | -23.3% | 0.016% | |
8/15/2025 | AQR Capital Management LLC | 250,514 | $30.41M | 0.0% | +1,113.8% | 0.220% | |
8/14/2025 | Raymond James Financial Inc. | 1,136,561 | $137.96M | 0.0% | +0.6% | 0.998% | |
8/14/2025 | Betterment LLC | 5,599,651 | $679.69M | 1.4% | +5.5% | 4.916% | |
8/14/2025 | Quantinno Capital Management LP | 13,498 | $1.64M | 0.0% | +22.0% | 0.012% | |
8/14/2025 | Glenview Trust co | 1,207,932 | $146.62M | 2.5% | -2.3% | 1.061% | |
8/14/2025 | NewEdge Advisors LLC | 66,641 | $8.09M | 0.0% | +145.5% | 0.059% | |
8/14/2025 | Stonehaven Wealth & Tax Solutions LLC | 2,466 | $299K | 0.3% | -16.5% | 0.002% | |
8/14/2025 | Transce3nd LLC | 215 | $26K | 0.0% | N/A | 0.000% | |
8/14/2025 | Cerity Partners LLC | 42,973 | $5.22M | 0.0% | -3.2% | 0.038% | |
8/13/2025 | SageView Advisory Group LLC | 8,042 | $1.01M | 0.0% | -4.7% | 0.007% | |
8/13/2025 | Cresset Asset Management LLC | 7,261 | $881K | 0.0% | +1.7% | 0.006% | |
8/13/2025 | Capital Advisors Wealth Management LLC | 39,145 | $4.75M | 0.7% | +30.1% | 0.034% | |
8/13/2025 | GeoWealth Management LLC | 143,712 | $17.44M | 0.7% | +1.4% | 0.126% | |
8/13/2025 | Dynamic Wealth Strategies LLC | 24,508 | $2.98M | 2.1% | +4.6% | 0.022% | |
8/13/2025 | Baird Financial Group Inc. | 269,640 | $32.73M | 0.1% | +7.9% | 0.237% | |
8/13/2025 | EverSource Wealth Advisors LLC | 1,962 | $238K | 0.0% | +30.6% | 0.002% | |
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8/13/2025 | Kilter Group LLC | 270 | $33K | 0.0% | N/A | 0.000% | |
8/13/2025 | CW Advisors LLC | 41,739 | $5.07M | 0.0% | +353.9% | 0.037% | |
8/13/2025 | IAG Wealth Partners LLC | 360,800 | $43.79M | 5.8% | +29.8% | 0.317% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 1,272 | $160K | 0.1% | N/A | 0.001% | |
8/13/2025 | M&T Bank Corp | 1,943 | $236K | 0.0% | -4.9% | 0.002% | |
8/13/2025 | Investment Counsel Co. of Nevada | 687 | $83K | 0.2% | N/A | 0.001% | |
8/13/2025 | Lido Advisors LLC | 145,164 | $17.62M | 0.1% | +2.1% | 0.127% | |
8/13/2025 | Tobias Financial Advisors Inc. | 10,687 | $1.30M | 0.2% | N/A | 0.009% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 6,909,934 | $838.73M | 0.6% | -0.6% | 6.067% | |
8/13/2025 | Johnson Financial Group Inc. | 1,889 | $229K | 0.0% | -5.0% | 0.002% | |
8/13/2025 | Russell Investments Group Ltd. | 4,061 | $493K | 0.0% | +341.9% | 0.004% | |
8/13/2025 | Maia Wealth LLC | 16,037 | $1.95M | 0.4% | -6.9% | 0.014% | |
8/12/2025 | J.W. Cole Advisors Inc. | 17,304 | $2.10M | 0.0% | +2.3% | 0.015% | |
8/12/2025 | RiverFront Investment Group LLC | 1,807,277 | $219.37M | 4.3% | +0.9% | 1.587% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 355,944 | $43.20M | 0.3% | -0.2% | 0.313% | |
8/12/2025 | Global Retirement Partners LLC | 16,443 | $2.00M | 0.0% | N/A | 0.014% | |
8/12/2025 | Cozad Asset Management Inc. | 96,856 | $11.76M | 1.0% | +2.0% | 0.085% | |
8/12/2025 | AlphaCore Capital LLC | 140,252 | $17.02M | 0.6% | +15,747.7% | 0.123% | |
8/12/2025 | Sfmg LLC | 811,380 | $98.49M | 7.4% | +1.3% | 0.712% | |
8/12/2025 | Franklin Resources Inc. | 335 | $41K | 0.0% | -46.2% | 0.000% | |
8/12/2025 | JPMorgan Chase & Co. | 350,073 | $42.49M | 0.0% | +3.0% | 0.307% | |
8/12/2025 | Archvest Wealth Advisors Inc. | 53,463 | $6.49M | 5.7% | -3.4% | 0.047% | |
8/12/2025 | NorthStar Asset Management LLC NJ | 160,565 | $19.49M | 5.3% | +2.9% | 0.141% | |
8/12/2025 | 17 Capital Partners LLC | 5,434 | $660K | 0.4% | +19.3% | 0.005% | |
8/11/2025 | HHM Wealth Advisors LLC | 633 | $77K | 0.0% | -17.3% | 0.001% | |
8/11/2025 | Wealthspire Advisors LLC | 65,851 | $7.99M | 0.0% | -5.7% | 0.058% | |
8/11/2025 | Perennial Investment Advisors LLC | 3,564 | $433K | 0.0% | -17.3% | 0.003% | |
8/11/2025 | Paul R. Ried Financial Group LLC | 134,025 | $16.27M | 9.8% | +2.2% | 0.118% | |
8/11/2025 | Plotkin Financial Advisors LLC | 2,800 | $340K | 0.2% | N/A | 0.002% | |
8/11/2025 | Western Wealth Management LLC | 3,614 | $439K | 0.0% | -13.6% | 0.003% | |
8/8/2025 | Rockefeller Capital Management L.P. | 61,637 | $7.48M | 0.0% | +27.5% | 0.054% | |
8/8/2025 | Kingsview Wealth Management LLC | 4,172 | $506K | 0.0% | -23.0% | 0.004% | |
8/8/2025 | Horizon Family Wealth Inc. | 144,295 | $17.51M | 10.7% | -32.0% | 0.127% | |
8/8/2025 | Avantax Advisory Services Inc. | 16,103 | $1.96M | 0.0% | +97.4% | 0.014% | |
8/8/2025 | Cetera Investment Advisers | 936,162 | $113.63M | 0.2% | +4.2% | 0.825% | |
8/8/2025 | Creative Planning | 65,417 | $7.94M | 0.0% | -0.2% | 0.058% | |
8/8/2025 | Compass Financial Services Inc | 266 | $32K | 0.0% | N/A | 0.000% | |
8/8/2025 | Meridian Wealth Management LLC | 24,453 | $2.97M | 0.1% | +1.4% | 0.022% | |
8/8/2025 | CFO4Life Group LLC | 58,662 | $7.12M | 1.1% | +3.5% | 0.052% | |
8/8/2025 | Advisors Capital Management LLC | 22,656 | $2.75M | 0.0% | +30.8% | 0.020% | |
8/8/2025 | Intrua Financial LLC | 3,861 | $469K | 0.1% | -18.9% | 0.003% | |
8/8/2025 | Arvest Bank Trust Division | 52,476 | $6.37M | 0.4% | -0.6% | 0.046% | |
8/8/2025 | Royal Harbor Partners LLC | 68,593 | $8.33M | 3.0% | -1.4% | 0.060% | |
8/8/2025 | PNC Financial Services Group Inc. | 9,778 | $1.19M | 0.0% | +0.9% | 0.009% | |
8/8/2025 | Apex Wealth Management LLC | 9,790 | $1.19M | 1.0% | -1.4% | 0.009% | |
8/8/2025 | IMA Advisory Services Inc. | 225 | $27K | 0.0% | N/A | 0.000% | |
8/7/2025 | Vise Technologies Inc. | 39,271 | $4.77M | 0.2% | N/A | 0.035% | |
8/7/2025 | Allworth Financial LP | 151,425 | $18.38M | 0.1% | -1.1% | 0.133% | |
8/7/2025 | Fidelis Capital Partners LLC | 7,308 | $909K | 0.1% | +2.2% | 0.006% | |
8/7/2025 | Fonville Wealth Management LLC | 3,923 | $476K | 0.1% | +11.5% | 0.003% | |
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8/7/2025 | PFG Advisors | 75,040 | $9.04M | 0.3% | +14.0% | 0.066% | |
8/7/2025 | SFE Investment Counsel | 3,960 | $481K | 0.1% | -80.8% | 0.003% | |
8/6/2025 | Prospera Financial Services Inc | 1,797 | $218K | 0.0% | N/A | 0.002% | |
8/6/2025 | AE Wealth Management LLC | 3,140 | $381K | 0.0% | +7.9% | 0.003% | |
8/6/2025 | KCM Investment Advisors LLC | 3,905 | $474K | 0.0% | -35.1% | 0.003% | |
8/6/2025 | Wedbush Securities Inc. | 12,963 | $1.57M | 0.1% | -3.8% | 0.011% | |
8/6/2025 | Savant Capital LLC | 76,472 | $9.28M | 0.1% | -5.7% | 0.067% | |
8/6/2025 | Forbes Financial Planning Inc. | 60,486 | $7.34M | 5.0% | +76.5% | 0.053% | |
8/6/2025 | Texas Yale Capital Corp. | 35,724 | $4.34M | 0.1% | +2.9% | 0.031% | |
8/6/2025 | OneAscent Wealth Management LLC | 3,241 | $393K | 0.1% | +4.2% | 0.003% | |