9/4/2025 | ZynergyRetirementPlanningLLC | 20,344 | $866K | 0.6% | +13.5% | 0.019% | |
9/4/2025 | Osaic Holdings Inc. | 120,844 | $5.15M | 0.0% | +0.4% | 0.112% | |
9/3/2025 | Ballentine Capital Advisors Inc | 4,729 | $201K | 0.1% | N/A | 0.004% | |
8/27/2025 | Tribridge Partners Financial LLC | 4,803 | $205K | 0.1% | N/A | 0.004% | |
8/27/2025 | Orion Porfolio Solutions LLC | 11,545 | $492K | 0.0% | +7.4% | 0.011% | |
8/27/2025 | Seneca Financial Advisors LLC | 40,290 | $1.72M | 0.7% | -21.3% | 0.037% | |
8/22/2025 | Carter Financial Group INC. | 49,926 | $2.13M | 1.4% | N/A | 0.046% | |
8/22/2025 | TT Capital Management LLC | 28,422 | $1.10M | 0.4% | N/A | 0.026% | |
8/19/2025 | Advisory Services Network LLC | 9,429 | $400K | 0.0% | +4.1% | 0.009% | |
8/16/2025 | Evergreen Capital Management LLC | 100,176 | $4.27M | 0.1% | +48.3% | 0.093% | |
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8/15/2025 | Asset Allocation Strategies LLC | 88,965 | $3.79M | 0.7% | +53.0% | 0.082% | |
8/15/2025 | Corient Private Wealth LLC | 1,439,930 | $61.33M | 0.1% | +23.9% | 1.333% | |
8/15/2025 | Captrust Financial Advisors | 407,700 | $17.36M | 0.0% | -0.8% | 0.378% | |
8/15/2025 | Vident Advisory LLC | 243,900 | $10.39M | 0.1% | N/A | 0.226% | |
8/15/2025 | Redwood Investment Management LLC | 522,438 | $22.25M | 2.3% | +129.3% | 0.484% | |
8/15/2025 | Orion Porfolio Solutions LLC | 11,545 | $492K | 0.0% | +7.4% | 0.011% | |
8/15/2025 | EP Wealth Advisors LLC | 3,509 | $149K | 0.0% | -25.8% | 0.003% | |
8/15/2025 | Bank of America Corp DE | 54,658 | $2.33M | 0.0% | -3.8% | 0.051% | |
8/15/2025 | Ameriprise Financial Inc. | 13,220 | $563K | 0.0% | +8.1% | 0.012% | |
8/14/2025 | Vista Capital Partners Inc. | 7,482 | $319K | 0.0% | -8.9% | 0.007% | |
8/14/2025 | Jane Street Group LLC | 162,535 | $6.92M | 0.0% | -63.8% | 0.150% | |
8/14/2025 | Raymond James Financial Inc. | 78,307 | $3.34M | 0.0% | +5.0% | 0.073% | |
8/14/2025 | Transamerica Financial Advisors LLC | 189,710 | $8.08M | 0.8% | +1.5% | 0.176% | |
8/14/2025 | Quantinno Capital Management LP | 9,721 | $414K | 0.0% | N/A | 0.009% | |
8/14/2025 | Main Street Financial Solutions LLC | 199,361 | $8.49M | 0.6% | +2.5% | 0.185% | |
8/14/2025 | Qube Research & Technologies Ltd | 1,973 | $84K | 0.0% | -66.9% | 0.002% | |
8/14/2025 | SVB Wealth LLC | 9,860 | $420K | 0.0% | N/A | 0.009% | |
8/14/2025 | L2 Asset Management LLC | 22,604 | $963K | 0.2% | N/A | 0.021% | |
8/14/2025 | Cerity Partners LLC | 93,876 | $4.00M | 0.0% | +2.1% | 0.087% | |
8/13/2025 | Avestar Capital LLC | 24,337 | $1.04M | 0.1% | +27.5% | 0.023% | |
8/13/2025 | SageView Advisory Group LLC | 1,925,206 | $82.71M | 3.1% | +7.3% | 1.783% | |
8/13/2025 | Invesco Ltd. | 62,426 | $2.66M | 0.0% | -22.9% | 0.058% | |
8/13/2025 | Strategic Financial Planning Inc. | 182,595 | $7.78M | 4.8% | -2.3% | 0.169% | |
8/13/2025 | Beacon Pointe Advisors LLC | 20,247 | $862K | 0.0% | +1.8% | 0.019% | |
8/13/2025 | Grove Street Fiduciary LLC | 51,580 | $2.20M | 1.1% | -17.7% | 0.048% | |
8/13/2025 | Lido Advisors LLC | 17,865 | $761K | 0.0% | +26.2% | 0.017% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 223,394 | $9.51M | 0.0% | +13.2% | 0.207% | |
8/13/2025 | Quadrant Capital Group LLC | 6,870 | $293K | 0.0% | -88.3% | 0.006% | |
8/13/2025 | Choreo LLC | 786,913 | $33.52M | 0.5% | -1.2% | 0.729% | |
8/12/2025 | J.W. Cole Advisors Inc. | 13,416 | $571K | 0.0% | +4.7% | 0.012% | |
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8/12/2025 | Coldstream Capital Management Inc. | 61,125 | $2.60M | 0.0% | -46.5% | 0.057% | |
8/12/2025 | Shakespeare Wealth Management LLC | 50,557 | $2.15M | 0.6% | -11.9% | 0.047% | |
8/12/2025 | American Century Companies Inc. | 59,605 | $2.54M | 0.0% | +156.7% | 0.055% | |
8/12/2025 | Aspiring Ventures LLC | 6,887 | $293K | 0.1% | -12.7% | 0.006% | |
8/12/2025 | AlphaCore Capital LLC | 3,241 | $138K | 0.0% | +900.3% | 0.003% | |
8/12/2025 | Franklin Resources Inc. | 3,420 | $146K | 0.0% | N/A | 0.003% | |
8/12/2025 | MAI Capital Management | 38,025 | $1.62M | 0.0% | +56.1% | 0.035% | |
8/12/2025 | JPMorgan Chase & Co. | 12,199 | $520K | 0.0% | +13.4% | 0.011% | |
8/12/2025 | Howe & Rusling Inc. | 1,290 | $55K | 0.0% | +737.7% | 0.001% | |
8/11/2025 | North Forty Two & Co. | 4,917 | $209K | 0.2% | N/A | 0.005% | |
8/11/2025 | Aspen Investment Management Inc | 20,278 | $864K | 0.4% | +2.5% | 0.019% | |
8/11/2025 | Traub Capital Management LLC | 800 | $34K | 0.0% | N/A | 0.001% | |
8/11/2025 | HHM Wealth Advisors LLC | 4,715 | $201K | 0.0% | -12.4% | 0.004% | |
8/11/2025 | Rockbridge Investment Management LCC | 337,525 | $14.38M | 1.5% | -4.6% | 0.313% | |
8/11/2025 | Johnson Financial Group LLC | 765,246 | $32.59M | 3.1% | -12.9% | 0.710% | |
8/11/2025 | Bell Investment Advisors Inc | 102,535 | $4.37M | 0.8% | -3.3% | 0.095% | |
8/8/2025 | Tortoise Investment Management LLC | 346,215 | $14.75M | 1.4% | +0.7% | 0.321% | |
8/8/2025 | Keyvantage Wealth LLC | 146,095 | $6.22M | 2.8% | +4.6% | 0.136% | |
8/8/2025 | Cetera Investment Advisers | 213,204 | $9.08M | 0.0% | -3.2% | 0.198% | |
8/8/2025 | Creative Planning | 1,233,008 | $52.51M | 0.0% | -5.4% | 1.144% | |
8/8/2025 | Empower Advisory Group LLC | 6,857 | $292K | 0.0% | +9.7% | 0.006% | |
8/8/2025 | Omega Financial Group LLC | 14,258 | $607K | 0.2% | -3.9% | 0.013% | |
8/8/2025 | PNC Financial Services Group Inc. | 1,509,236 | $64.28M | 0.0% | -41.0% | 1.400% | |
8/8/2025 | JFG Wealth Management LLC | 393,203 | $16.75M | 3.5% | -4.8% | 0.365% | |
8/8/2025 | eCIO Inc. | 20,879 | $889K | 0.4% | -16.9% | 0.019% | |
8/7/2025 | Fund Evaluation Group LLC | 143,811 | $6.13M | 0.2% | -7.4% | 0.133% | |
8/7/2025 | CENTRAL TRUST Co | 43,355 | $1.85M | 0.0% | -13.5% | 0.040% | |
8/7/2025 | Nwam LLC | 19,230 | $819K | 0.1% | +125.1% | 0.018% | |
8/7/2025 | Vise Technologies Inc. | 374,149 | $15.94M | 0.7% | N/A | 0.347% | |
8/7/2025 | Allworth Financial LP | 7,721 | $329K | 0.0% | -10.2% | 0.007% | |
8/7/2025 | King Luther Capital Management Corp | 83,960 | $3.58M | 0.0% | N/A | 0.078% | |
8/7/2025 | Fonville Wealth Management LLC | 35,660 | $1.52M | 0.4% | -3.3% | 0.033% | |
8/7/2025 | Future Fund LLC | 20,633 | $879K | 0.4% | N/A | 0.019% | |
8/7/2025 | CSM Advisors LLC | 391,600 | $16.68M | 0.5% | N/A | 0.363% | |
8/6/2025 | AE Wealth Management LLC | 7,326 | $312K | 0.0% | -5.4% | 0.007% | |
8/6/2025 | Rialto Wealth Management LLC | 183,578 | $7.82M | 2.2% | -5.0% | 0.170% | |
8/6/2025 | Walkner Condon Financial Advisors LLC | 38,534 | $1.64M | 0.3% | +13.0% | 0.036% | |
8/6/2025 | Savant Capital LLC | 2,326,906 | $99.10M | 0.6% | -7.9% | 2.159% | |
8/6/2025 | Texas Yale Capital Corp. | 73,658 | $3.14M | 0.1% | +8.7% | 0.068% | |
8/6/2025 | Modera Wealth Management LLC | 53,776 | $2.29M | 0.0% | -1.8% | 0.050% | |
8/6/2025 | HORAN Wealth LLC | 41,409 | $1.76M | 0.5% | N/A | 0.038% | |
8/6/2025 | Atlantic Union Bankshares Corp | 936 | $40K | 0.0% | N/A | 0.001% | |
8/5/2025 | Beckerman Institutional LLC | 41,755 | $1.78M | 1.2% | +11.2% | 0.039% | |
8/5/2025 | American Capital Advisory LLC | 4,063 | $173K | 0.1% | +95.2% | 0.004% | |
8/5/2025 | Access Investment Management LLC | 2,000 | $85K | 0.0% | N/A | 0.002% | |
8/5/2025 | Bank of Montreal Can | 21,484 | $915K | 0.0% | +1.1% | 0.020% | |
8/5/2025 | Mission Wealth Management LP | 169,321 | $7.21M | 0.2% | +3.9% | 0.157% | |
8/5/2025 | TIAA Trust National Association | 3,421,181 | $145.71M | 0.4% | +68.3% | 3.174% | |
8/5/2025 | GHP Investment Advisors Inc. | 470,749 | $20.05M | 0.9% | -0.8% | 0.437% | |
8/5/2025 | Marshall Financial Group Inc. ADV | 20,339 | $866K | 0.3% | -1.2% | 0.019% | |
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8/5/2025 | Sensible Money LLC | 5,315 | $226K | 0.1% | N/A | 0.005% | |
8/4/2025 | Earned Wealth Advisors LLC | 9,837 | $419K | 0.1% | -16.8% | 0.009% | |
8/4/2025 | HBK Sorce Advisory LLC | 80,545 | $3.43M | 0.1% | +6.3% | 0.075% | |
8/4/2025 | World Investment Advisors | 91,887 | $3.91M | 0.1% | -0.5% | 0.085% | |
8/1/2025 | Oarsman Capital Inc. | 29,170 | $1.24M | 0.2% | +5.7% | 0.027% | |
8/1/2025 | Motco | 9,432 | $400K | 0.0% | -30.0% | 0.009% | |
8/1/2025 | American Financial & Tax Strategies Inc. | 37,946 | $1.62M | 0.8% | -0.6% | 0.035% | |
8/1/2025 | Fort Vancouver Investment Management LLC | 182,971 | $7.79M | 5.3% | +1.1% | 0.170% | |
8/1/2025 | Envestnet Asset Management Inc. | 697,217 | $29.69M | 0.0% | -54.8% | 0.647% | |
7/31/2025 | Schoolcraft Capital LLC | 10,571 | $450K | 0.1% | -3.9% | 0.010% | |