8/14/2025 | Florida Financial Advisors LLC | 41,782 | $2.53M | 1.8% | -16.7% | 0.037% | |
8/14/2025 | Raymond James Financial Inc. | 1,448,388 | $86.98M | 0.0% | +23.1% | 1.273% | |
8/14/2025 | Betterment LLC | 8,721 | $524K | 0.0% | +49.2% | 0.008% | |
8/14/2025 | Diversify Wealth Management LLC | 3,529 | $216K | 0.0% | -41.8% | 0.003% | |
8/14/2025 | Diversify Advisory Services LLC | 14,701 | $901K | 0.0% | -23.3% | 0.013% | |
8/14/2025 | Lavaca Capital LLC | 1,199 | $74K | 0.0% | -41.5% | 0.001% | |
8/14/2025 | Hamilton Capital LLC | 28,308 | $1.70M | 0.1% | -97.7% | 0.025% | |
8/14/2025 | Main Street Financial Solutions LLC | 17,677 | $1.06M | 0.1% | N/A | 0.016% | |
8/14/2025 | NewEdge Advisors LLC | 425,105 | $25.53M | 0.1% | +2.4% | 0.374% | |
8/14/2025 | Stonehaven Wealth & Tax Solutions LLC | 20,102 | $1.21M | 1.2% | +1.1% | 0.018% | |
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8/14/2025 | Qube Research & Technologies Ltd | 3,886 | $233K | 0.0% | +16.2% | 0.003% | |
8/14/2025 | SVB Wealth LLC | 25,784 | $1.55M | 0.1% | -27.7% | 0.023% | |
8/14/2025 | Vertex Planning Partners LLC | 641,311 | $38.51M | 8.0% | +1.4% | 0.564% | |
8/14/2025 | Baker Avenue Asset Management LP | 471,318 | $28.30M | 0.8% | +0.0% | 0.414% | |
8/14/2025 | Banco de Sabadell S.A | 1,796 | $108K | 0.1% | N/A | 0.002% | |
8/14/2025 | Cary Street Partners Financial LLC | 8,344 | $501K | 0.0% | +41.4% | 0.007% | |
8/14/2025 | Cerity Partners LLC | 10,216 | $613K | 0.0% | -21.4% | 0.009% | |
8/13/2025 | Per Stirling Capital Management LLC. | 208,269 | $12.51M | 1.6% | +199.6% | 0.183% | |
8/13/2025 | Idaho Trust Co | 18,094 | $1.09M | 0.4% | -3.0% | 0.016% | |
8/13/2025 | StoneX Group Inc. | 9,800 | $588K | 0.0% | N/A | 0.009% | |
8/13/2025 | Seaview Investment Managers LLC | 101,912 | $6.12M | 1.3% | N/A | 0.090% | |
8/13/2025 | Cresset Asset Management LLC | 6,696 | $402K | 0.0% | +12.5% | 0.006% | |
8/13/2025 | Gateway Wealth Partners LLC | 3,497 | $210K | 0.0% | -35.7% | 0.003% | |
8/13/2025 | Capital Advisors Wealth Management LLC | 8,747 | $525K | 0.1% | -2.3% | 0.008% | |
8/13/2025 | Baird Financial Group Inc. | 81,620 | $4.90M | 0.0% | N/A | 0.072% | |
8/13/2025 | Parkworth Wealth Management Inc. | 920 | $55K | 0.0% | N/A | 0.001% | |
8/13/2025 | JT Stratford LLC | 31,918 | $1.92M | 0.3% | -2.9% | 0.028% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 1,369 | $84K | 0.0% | N/A | 0.001% | |
8/13/2025 | Beacon Pointe Advisors LLC | 38,438 | $2.31M | 0.0% | N/A | 0.034% | |
8/13/2025 | Valued Retirements Inc. | 51,108 | $3.07M | 3.5% | +20.7% | 0.045% | |
8/13/2025 | Wealthedge Investment Advisors LLC | 22,349 | $1.34M | 0.6% | -39.4% | 0.020% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,752,280 | $105.22M | 0.1% | +7.1% | 1.540% | |
8/13/2025 | Maia Wealth LLC | 3,368 | $202K | 0.0% | N/A | 0.003% | |
8/12/2025 | J.W. Cole Advisors Inc. | 148,426 | $8.91M | 0.2% | +3.1% | 0.130% | |
8/12/2025 | Financial Advocates Investment Management | 62,080 | $3.73M | 0.3% | -4.3% | 0.055% | |
8/12/2025 | Spectrum Wealth Advisory Group LLC | 507,736 | $30.49M | 14.2% | -17.0% | 0.446% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 9,638 | $579K | 0.0% | -74.4% | 0.008% | |
8/12/2025 | Quadcap Wealth Management LLC | 1,371,923 | $82.38M | 10.5% | +5.5% | 1.206% | |
8/12/2025 | Global Retirement Partners LLC | 33,572 | $2.02M | 0.0% | N/A | 0.030% | |
8/12/2025 | Intellus Advisors LLC | 523,325 | $31.43M | 4.7% | +181.2% | 0.460% | |
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8/12/2025 | Walled Lake Planning & Wealth Management LLC | 367,802 | $22.09M | 7.2% | +31.2% | 0.323% | |
8/12/2025 | Coldstream Capital Management Inc. | 4,444 | $267K | 0.0% | +1,629.2% | 0.004% | |
8/12/2025 | Titleist Asset Management LLC | 13,090 | $786K | 0.1% | -12.2% | 0.012% | |
8/12/2025 | Pettyjohn Wood & White Inc. | 3,495 | $210K | 0.0% | N/A | 0.003% | |
8/12/2025 | Journey Strategic Wealth LLC | 9,301 | $559K | 0.0% | +27.1% | 0.008% | |
8/12/2025 | JPMorgan Chase & Co. | 1,325,435 | $79.59M | 0.0% | +29.6% | 1.165% | |
8/12/2025 | Wealth Advisors of Iowa LLC | 253,334 | $15.21M | 5.7% | +703.5% | 0.223% | |
8/11/2025 | Traub Capital Management LLC | 2,970 | $178K | 0.2% | N/A | 0.003% | |
8/11/2025 | Wealthspire Advisors LLC | 43,845 | $2.63M | 0.0% | +10.0% | 0.039% | |
8/11/2025 | Portside Wealth Group LLC | 44,715 | $2.69M | 0.4% | +5.4% | 0.039% | |
8/11/2025 | Intrust Bank NA | 35,954 | $2.16M | 0.2% | -4.9% | 0.032% | |
8/11/2025 | Western Wealth Management LLC | 64,975 | $3.90M | 0.2% | +2.9% | 0.057% | |
8/8/2025 | Rockefeller Capital Management L.P. | 171,839 | $10.32M | 0.0% | -21.9% | 0.151% | |
8/8/2025 | Kingsview Wealth Management LLC | 84,828 | $5.09M | 0.1% | +12.7% | 0.075% | |
8/8/2025 | Collaborative Wealth Managment Inc. | 108,657 | $6.53M | 2.8% | +5.7% | 0.095% | |
8/8/2025 | Avantax Advisory Services Inc. | 199,007 | $11.95M | 0.1% | +7.6% | 0.175% | |
8/8/2025 | Thoroughbred Financial Services LLC | 57,366 | $3.44M | 0.2% | +10.5% | 0.050% | |
8/8/2025 | Cetera Investment Advisers | 493,467 | $29.63M | 0.1% | +115.5% | 0.434% | |
8/8/2025 | Creative Planning | 82,470 | $4.95M | 0.0% | -4.6% | 0.072% | |
8/8/2025 | WealthShield Partners LLC | 27,633 | $1.66M | 0.2% | +13.8% | 0.024% | |
8/8/2025 | Foundations Investment Advisors LLC | 23,357 | $1.40M | 0.0% | -1.2% | 0.021% | |
8/8/2025 | L & S Advisors Inc | 42,529 | $2.55M | 0.3% | +12.2% | 0.037% | |
8/8/2025 | Good Life Advisors LLC | 9,101 | $547K | 0.0% | N/A | 0.008% | |
8/8/2025 | D Orazio & Associates Inc. | 265,388 | $15.94M | 2.2% | +12.6% | 0.233% | |
8/7/2025 | Weil Company Inc. | 121,168 | $7.28M | 1.9% | +19.3% | 0.106% | |
8/7/2025 | 49 Wealth Management LLC | 7,003 | $421K | 0.0% | -4.4% | 0.006% | |
8/7/2025 | Midland Wealth Advisors LLC | 2,026,359 | $121.68M | 6.7% | +2.7% | 1.781% | |
8/7/2025 | Allworth Financial LP | 229,566 | $13.79M | 0.1% | -3.0% | 0.202% | |
8/7/2025 | Hughes Financial Services LLC | 967 | $59K | 0.0% | +204.1% | 0.001% | |
8/7/2025 | Altman Advisors Inc. | 16,453 | $990K | 0.4% | N/A | 0.014% | |
8/7/2025 | PFG Advisors | 32,823 | $1.97M | 0.1% | +34.5% | 0.029% | |
8/7/2025 | FDx Advisors Inc. | 113,355 | $6.81M | 2.1% | +49.4% | 0.100% | |
8/6/2025 | AE Wealth Management LLC | 1,777 | $107K | 0.0% | +11.8% | 0.002% | |
8/6/2025 | Wedbush Securities Inc. | 7,339 | $441K | 0.0% | +15.4% | 0.006% | |
8/6/2025 | Sage Advisory Services Ltd.Co. | 77,455 | $4.65M | 2.5% | -45.4% | 0.068% | |
8/6/2025 | Savant Capital LLC | 8,382,025 | $503.34M | 3.1% | +14.7% | 7.366% | |
8/6/2025 | Golden State Wealth Management LLC | 93,542 | $5.62M | 0.7% | +0.9% | 0.082% | |
8/6/2025 | Commonwealth Equity Services LLC | 1,346,019 | $80.83M | 0.1% | -0.4% | 1.183% | |
8/6/2025 | Centerpoint Advisory Group | 37,672 | $2.26M | 2.0% | -0.9% | 0.033% | |
8/6/2025 | Able Wealth Management LLC | 126,177 | $7.58M | 3.8% | +18.5% | 0.111% | |
8/6/2025 | Atlantic Union Bankshares Corp | 420 | $25K | 0.0% | N/A | 0.000% | |
8/6/2025 | Blue Investment Partners LLC | 189,710 | $11.39M | 4.0% | +6.0% | 0.167% | |
8/6/2025 | First Horizon Advisors Inc. | 215,970 | $12.97M | 0.3% | +0.6% | 0.190% | |
8/5/2025 | Arrowroot Family Office LLC | 81,602 | $4.90M | 2.2% | N/A | 0.072% | |
8/5/2025 | GPS Wealth Strategies Group LLC | 1,250 | $75K | 0.0% | +19.2% | 0.001% | |
8/5/2025 | Ellevest Inc. | 3,813 | $229K | 0.0% | N/A | 0.003% | |
8/5/2025 | Optivise Advisory Services LLC | 20,592 | $1.24M | 0.6% | N/A | 0.018% | |
8/5/2025 | Bank of New York Mellon Corp | 159,966 | $9.61M | 0.0% | -52.8% | 0.141% | |
8/5/2025 | Tsfg LLC | 154,494 | $9.28M | 1.7% | +5.3% | 0.136% | |
8/5/2025 | Bank of Montreal Can | 1,215 | $73K | 0.0% | -50.8% | 0.001% | |
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8/5/2025 | Sigma Planning Corp | 80,201 | $4.82M | 0.1% | +14.0% | 0.070% | |
8/5/2025 | 5T Wealth LLC | 8,774 | $527K | 0.3% | -54.4% | 0.008% | |
8/5/2025 | Everest Management Corp. | 17,423 | $1.05M | 0.8% | +27.0% | 0.015% | |
8/4/2025 | Linscomb Wealth Inc. | 67,262 | $4.04M | 0.2% | +3.1% | 0.059% | |
8/4/2025 | REDW Wealth LLC | 395,647 | $23.76M | 9.5% | -2.9% | 0.348% | |
8/4/2025 | Ledyard National Bank | 165,300 | $9.93M | 0.9% | -1.0% | 0.145% | |
8/4/2025 | Atria Investments Inc | 10,692 | $642K | 0.0% | N/A | 0.009% | |
8/4/2025 | Savvy Advisors Inc. | 610,579 | $36.67M | 2.4% | +23.8% | 0.537% | |
8/4/2025 | Spire Wealth Management | 32,525 | $1.95M | 0.1% | +12.8% | 0.029% | |
8/4/2025 | Arkadios Wealth Advisors | 10,153 | $610K | 0.0% | -2.5% | 0.009% | |