8/27/2025 | Orion Porfolio Solutions LLC | 16,250 | $2.13M | 0.0% | +64.2% | 0.022% | |
8/26/2025 | Zeit Capital LLC | 191,343 | $25.10M | 17.9% | +0.5% | 0.264% | |
8/25/2025 | Silverlake Wealth Management LLC | 22,567 | $2.96M | 0.9% | +24.2% | 0.031% | |
8/19/2025 | Advisory Services Network LLC | 3,819 | $499K | 0.0% | +88.1% | 0.005% | |
8/18/2025 | Finward Bancorp | 13,827 | $1.81M | 1.4% | +2.0% | 0.019% | |
8/18/2025 | Tactive Advisors LLC | 4,645 | $609K | 0.2% | N/A | 0.006% | |
8/18/2025 | Geneos Wealth Management Inc. | 1,474 | $193K | 0.0% | -9.5% | 0.002% | |
8/18/2025 | Westwood Holdings Group Inc. | 36,450 | $4.78M | 0.0% | +1.7% | 0.050% | |
8/18/2025 | Cornerstone Financial Group LLC NE | 6,431 | $844K | 0.7% | +20.6% | 0.009% | |
8/15/2025 | Strategic Investment Advisors MI | 314,034 | $41.28M | 4.0% | +8.6% | 0.434% | |
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8/15/2025 | Tower Research Capital LLC TRC | 5,760 | $756K | 0.0% | N/A | 0.008% | |
8/15/2025 | Blue Edge Capital LLC | 167,823 | $22.02M | 3.3% | -1.2% | 0.232% | |
8/15/2025 | Corient Private Wealth LLC | 21,916 | $2.88M | 0.0% | +299.8% | 0.030% | |
8/15/2025 | Equitable Holdings Inc. | 27,832 | $3.65M | 0.0% | +3.2% | 0.038% | |
8/15/2025 | Florida Financial Advisors LLC | 10,098 | $1.33M | 0.4% | +5.1% | 0.014% | |
8/15/2025 | Captrust Financial Advisors | 46,357 | $6.08M | 0.0% | -1.1% | 0.064% | |
8/15/2025 | Visionary Wealth Advisors | 8,107 | $1.06M | 0.1% | +1.0% | 0.011% | |
8/15/2025 | Smartleaf Asset Management LLC | 207,742 | $27.27M | 2.4% | +1.0% | 0.287% | |
8/15/2025 | Orion Porfolio Solutions LLC | 16,250 | $2.13M | 0.0% | +64.2% | 0.022% | |
8/15/2025 | MML Investors Services LLC | 459,429 | $60.28M | 0.2% | +4.7% | 0.634% | |
8/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 38,008 | $4.99M | 0.9% | -1.5% | 0.052% | |
8/15/2025 | IHT Wealth Management LLC | 1,706 | $224K | 0.0% | N/A | 0.002% | |
8/15/2025 | EP Wealth Advisors LLC | 11,828 | $1.55M | 0.0% | -4.0% | 0.016% | |
8/15/2025 | BNP Paribas Financial Markets | 25,044 | $3.29M | 0.0% | -83.2% | 0.035% | |
8/15/2025 | BTG Pactual Asset Management US LLC | 197,592 | $25.92M | 2.8% | +5.1% | 0.273% | |
8/15/2025 | Bank of America Corp DE | 4,384,642 | $575.27M | 0.0% | +7.9% | 6.053% | |
8/15/2025 | Ameriprise Financial Inc. | 1,743,113 | $228.63M | 0.1% | +2.5% | 2.406% | |
8/14/2025 | Graney & King LLC | 147,240 | $19.32M | 13.0% | +493.1% | 0.203% | |
8/14/2025 | Raymond James Financial Inc. | 855,215 | $112.20M | 0.0% | +29.3% | 1.181% | |
8/14/2025 | Betterment LLC | 2,730 | $358K | 0.0% | +3.4% | 0.004% | |
8/14/2025 | Diversify Advisory Services LLC | 15,656 | $2.07M | 0.1% | +13.6% | 0.022% | |
8/14/2025 | HUB Investment Partners LLC | 2,906 | $381K | 0.0% | +7.9% | 0.004% | |
8/14/2025 | Clarity Asset Management Inc. | 589 | $77K | 0.0% | +685.3% | 0.001% | |
8/14/2025 | FAS Wealth Partners Inc. | 1,385 | $182K | 0.0% | N/A | 0.002% | |
8/14/2025 | NewEdge Advisors LLC | 12,167 | $1.60M | 0.0% | +4.9% | 0.017% | |
8/14/2025 | Qube Research & Technologies Ltd | 1,703 | $223K | 0.0% | -22.7% | 0.002% | |
8/14/2025 | Cary Street Partners Financial LLC | 10,356 | $1.36M | 0.0% | -6.2% | 0.014% | |
8/13/2025 | Per Stirling Capital Management LLC. | 87,981 | $11.54M | 1.5% | +93.6% | 0.121% | |
8/13/2025 | Quantum Portfolio Management LLC | 3,785 | $497K | 0.2% | -6.4% | 0.005% | |
8/13/2025 | StoneX Group Inc. | 6,635 | $875K | 0.0% | -1.8% | 0.009% | |
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8/13/2025 | Cresset Asset Management LLC | 125,263 | $16.52M | 0.1% | -0.2% | 0.173% | |
8/13/2025 | Royal Fund Management LLC | 26,263 | $3.45M | 0.3% | +3.1% | 0.036% | |
8/13/2025 | Dynamic Wealth Strategies LLC | 229 | $30K | 0.0% | N/A | 0.000% | |
8/13/2025 | Baird Financial Group Inc. | 207,899 | $27.28M | 0.0% | +20.2% | 0.287% | |
8/13/2025 | Raab & Moskowitz Asset Management LLC | 5,597 | $734K | 0.2% | -3.9% | 0.008% | |
8/13/2025 | Kilter Group LLC | 221 | $29K | 0.0% | N/A | 0.000% | |
8/13/2025 | EverSource Wealth Advisors LLC | 36,923 | $4.84M | 0.2% | -0.6% | 0.051% | |
8/13/2025 | Fort Sheridan Advisors LLC | 2,610 | $342K | 0.0% | +36.3% | 0.004% | |
8/13/2025 | Beacon Pointe Advisors LLC | 203,743 | $26.73M | 0.3% | +0.3% | 0.281% | |
8/13/2025 | M&T Bank Corp | 7,855 | $1.03M | 0.0% | -1.6% | 0.011% | |
8/13/2025 | Bernardo Wealth Planning LLC | 236,708 | $31.06M | 6.7% | -0.6% | 0.327% | |
8/13/2025 | Lido Advisors LLC | 30,217 | $3.97M | 0.0% | +123.3% | 0.042% | |
8/13/2025 | Level Four Advisory Services LLC | 9,157 | $1.20M | 0.0% | +10.8% | 0.013% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 56,509 | $7.41M | 0.0% | -9.4% | 0.078% | |
8/13/2025 | Johnson Financial Group Inc. | 1,062 | $140K | 0.0% | N/A | 0.001% | |
8/13/2025 | Mayfair Advisory Group LLC | 22,301 | $2.93M | 1.4% | N/A | 0.031% | |
8/13/2025 | Russell Investments Group Ltd. | 4,063 | $533K | 0.0% | +5.0% | 0.006% | |
8/12/2025 | J.W. Cole Advisors Inc. | 12,519 | $1.64M | 0.0% | +129.5% | 0.017% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 4,433 | $582K | 0.0% | -5.5% | 0.006% | |
8/12/2025 | Quadcap Wealth Management LLC | 83,244 | $10.92M | 1.4% | +5.5% | 0.115% | |
8/12/2025 | CreativeOne Wealth LLC | 16,556 | $2.17M | 0.1% | +189.4% | 0.023% | |
8/12/2025 | Jefferies Financial Group Inc. | 2,668 | $350K | 0.0% | N/A | 0.004% | |
8/12/2025 | Global Retirement Partners LLC | 11,182 | $1.47M | 0.0% | N/A | 0.015% | |
8/12/2025 | Titleist Asset Management LLC | 136,252 | $17.88M | 1.8% | +36.2% | 0.188% | |
8/12/2025 | CFC Planning Co LLC | 2,743 | $360K | 0.3% | +15.2% | 0.004% | |
8/12/2025 | MAI Capital Management | 24,852 | $3.26M | 0.0% | -3.4% | 0.034% | |
8/12/2025 | JPMorgan Chase & Co. | 510,051 | $66.92M | 0.0% | +188.2% | 0.704% | |
8/12/2025 | Howe & Rusling Inc. | 51,615 | $6.77M | 0.5% | +28.6% | 0.071% | |
8/11/2025 | VSM Wealth Advisory LLC | 8,854 | $1.16M | 0.4% | +12.1% | 0.012% | |
8/11/2025 | Wealthspire Advisors LLC | 132,914 | $17.44M | 0.1% | -13.3% | 0.183% | |
8/11/2025 | FSC Wealth Advisors LLC | 53,126 | $6.97M | 4.3% | +1.2% | 0.073% | |
8/11/2025 | PFG Private Wealth Management LLC | 43,725 | $5.74M | 3.0% | +1.7% | 0.060% | |
8/11/2025 | Synergy Investment Management LLC | 5,550 | $728K | 0.4% | -6.2% | 0.008% | |
8/11/2025 | United Advisor Group LLC | 1,596 | $209K | 0.0% | -56.4% | 0.002% | |
8/11/2025 | Landaas & Co. WI ADV | 5,186 | $680K | 0.2% | +9.5% | 0.007% | |
8/11/2025 | Western Wealth Management LLC | 4,296 | $564K | 0.0% | -4.8% | 0.006% | |
8/8/2025 | Financial Gravity Companies Inc. | 743 | $97K | 0.0% | N/A | 0.001% | |
8/8/2025 | MTM Investment Management LLC | 281 | $37K | 0.0% | N/A | 0.000% | |
8/8/2025 | Rockefeller Capital Management L.P. | 473,602 | $62.14M | 0.2% | -3.1% | 0.652% | |
8/8/2025 | Collaborative Wealth Managment Inc. | 5,446 | $715K | 0.3% | -4.8% | 0.007% | |
8/8/2025 | Avantax Advisory Services Inc. | 177,487 | $23.29M | 0.1% | -5.5% | 0.244% | |
8/8/2025 | Westwood Holdings Group Inc. | 36,450 | $4.78M | 0.0% | +1.7% | 0.050% | |
8/8/2025 | Cetera Investment Advisers | 84,837 | $11.13M | 0.0% | +36.5% | 0.117% | |
8/8/2025 | Creative Planning | 103,368 | $13.56M | 0.0% | -0.2% | 0.142% | |
8/8/2025 | SG Americas Securities LLC | 20,941 | $2.75M | 0.0% | N/A | 0.029% | |
8/8/2025 | WealthShield Partners LLC | 69,930 | $9.18M | 1.1% | +1.6% | 0.096% | |
8/8/2025 | Foundations Investment Advisors LLC | 2,068 | $271K | 0.0% | -89.8% | 0.003% | |
8/8/2025 | Clearstead Trust LLC | 253 | $33K | 0.0% | N/A | 0.000% | |
8/8/2025 | Better Money Decisions LLC | 3,636 | $477K | 0.3% | N/A | 0.005% | |
8/8/2025 | Hudock Inc. | 6,750 | $886K | 0.1% | -10.4% | 0.009% | |
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8/8/2025 | PNC Financial Services Group Inc. | 1,223,802 | $160.56M | 0.1% | -2.6% | 1.684% | |
8/8/2025 | Comprehensive Financial Planning Inc. PA | 4,158 | $546K | 0.4% | +207.3% | 0.006% | |
8/8/2025 | VeraBank N.A. | 1,819 | $239K | 0.0% | N/A | 0.003% | |
8/7/2025 | Blackston Financial Advisory Group LLC | 8,498 | $1.12M | 0.5% | -2.7% | 0.012% | |
8/7/2025 | Alpha Cubed Investments LLC | 25,621 | $3.36M | 0.1% | -3.8% | 0.035% | |
8/7/2025 | Addison Advisors LLC | 4,265 | $560K | 0.1% | +9.9% | 0.006% | |
8/7/2025 | BHK Investment Advisors LLC | 203,281 | $26.67M | 10.4% | -0.3% | 0.280% | |
8/6/2025 | RWA Wealth Partners LLC | 9,315 | $1.22M | 0.0% | +5.7% | 0.013% | |
8/6/2025 | AE Wealth Management LLC | 7,809 | $1.02M | 0.0% | -39.3% | 0.011% | |
8/6/2025 | Legacy Wealth Managment LLC ID | 3,370 | $442K | 0.2% | +307.0% | 0.005% | |