9/12/2025 | Valeo Financial Advisors LLC | 56,348 | $1.70M | 0.0% | +323.9% | 0.017% | |
9/9/2025 | Cambridge Financial Group LLC | 69,467 | $2.09M | 0.8% | +37.3% | 0.020% | |
9/4/2025 | ZynergyRetirementPlanningLLC | 115,021 | $3.47M | 2.3% | +2.0% | 0.034% | |
9/4/2025 | Osaic Holdings Inc. | 531,665 | $16.03M | 0.0% | -2.2% | 0.156% | |
8/27/2025 | Orion Porfolio Solutions LLC | 31,469 | $948K | 0.0% | +19.0% | 0.009% | |
8/27/2025 | Seneca Financial Advisors LLC | 299,987 | $9.04M | 3.5% | -0.6% | 0.088% | |
8/22/2025 | Carter Financial Group INC. | 6,877 | $207K | 0.1% | N/A | 0.002% | |
8/22/2025 | TT Capital Management LLC | 76,124 | $2.17M | 0.7% | N/A | 0.022% | |
8/19/2025 | Cape Investment Advisory Inc. | 118,319 | $3.57M | 1.3% | +0.3% | 0.035% | |
8/19/2025 | Advisory Services Network LLC | 30,315 | $923K | 0.0% | +42.6% | 0.009% | |
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8/19/2025 | Anchor Investment Management LLC | 61,212 | $1.85M | 0.2% | -11.2% | 0.018% | |
8/18/2025 | Geneos Wealth Management Inc. | 245,601 | $7.40M | 0.2% | -0.8% | 0.072% | |
8/18/2025 | Front Row Advisors LLC | 10,331 | $311K | 0.1% | +5.5% | 0.003% | |
8/16/2025 | Headlands Technologies LLC | 1,436 | $43K | 0.0% | N/A | 0.000% | |
8/15/2025 | Nikulski Financial Inc. | 20,332 | $613K | 0.2% | +61.1% | 0.006% | |
8/15/2025 | FFT Wealth Management LLC | 8,848 | $275K | 0.1% | -22.2% | 0.003% | |
8/15/2025 | Asset Allocation Strategies LLC | 99,855 | $3.01M | 0.6% | +7.7% | 0.029% | |
8/15/2025 | Corient Private Wealth LLC | 2,631,208 | $79.31M | 0.1% | +176.4% | 0.772% | |
8/15/2025 | Chapman Financial Group LLC | 4,702 | $142K | 0.1% | N/A | 0.001% | |
8/15/2025 | Captrust Financial Advisors | 262,346 | $7.91M | 0.0% | -6.6% | 0.077% | |
8/15/2025 | WFA of San Diego LLC | 5,391 | $162K | 0.1% | N/A | 0.002% | |
8/15/2025 | Visionary Wealth Advisors | 250,922 | $7.56M | 0.4% | -20.4% | 0.074% | |
8/15/2025 | Smartleaf Asset Management LLC | 19,515 | $588K | 0.1% | -10.8% | 0.006% | |
8/15/2025 | Orion Porfolio Solutions LLC | 31,469 | $948K | 0.0% | +19.0% | 0.009% | |
8/15/2025 | MML Investors Services LLC | 141,965 | $4.28M | 0.0% | +5.1% | 0.042% | |
8/15/2025 | Modern Wealth Management LLC | 17,699 | $533K | 0.0% | +7.5% | 0.005% | |
8/15/2025 | HRT Financial LP | 59,515 | $1.79M | 0.0% | +20.2% | 0.017% | |
8/15/2025 | IHT Wealth Management LLC | 324,196 | $9.77M | 0.3% | +1,505.0% | 0.095% | |
8/15/2025 | Great Valley Advisor Group Inc. | 91,130 | $2.75M | 0.1% | -5.1% | 0.027% | |
8/15/2025 | EP Wealth Advisors LLC | 95,094 | $2.87M | 0.0% | +1.3% | 0.028% | |
8/15/2025 | Bcwm LLC | 18,297 | $551K | 0.2% | -3.7% | 0.005% | |
8/15/2025 | Benjamin Edwards Inc. | 704,543 | $21.24M | 0.3% | +4.7% | 0.207% | |
8/15/2025 | Bishop & Co Investment Management LLC | 142,239 | $4.29M | 1.5% | -4.5% | 0.042% | |
8/15/2025 | Bank of America Corp DE | 251,611 | $7.58M | 0.0% | +5.9% | 0.074% | |
8/15/2025 | Ameriprise Financial Inc. | 372,272 | $11.22M | 0.0% | +146.9% | 0.109% | |
8/14/2025 | Jane Street Group LLC | 51,487 | $1.55M | 0.0% | -19.4% | 0.015% | |
8/14/2025 | Ausdal Financial Partners Inc. | 108,653 | $3.28M | 0.2% | +0.5% | 0.032% | |
8/14/2025 | Raymond James Financial Inc. | 213,009 | $6.42M | 0.0% | +5.7% | 0.062% | |
8/14/2025 | Betterment LLC | 105,595 | $3.18M | 0.0% | +17.9% | 0.031% | |
8/14/2025 | Quantinno Capital Management LP | 34,567 | $1.04M | 0.0% | +120.5% | 0.010% | |
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8/14/2025 | AllSquare Wealth Management LLC | 82,701 | $2.49M | 1.4% | -0.8% | 0.024% | |
8/14/2025 | Peapack Gladstone Financial Corp | 51,510 | $1.55M | 0.0% | -2.8% | 0.015% | |
8/14/2025 | Hamilton Capital LLC | 72,015 | $2.17M | 0.1% | +5.7% | 0.021% | |
8/14/2025 | HUB Investment Partners LLC | 7,318 | $221K | 0.0% | N/A | 0.002% | |
8/14/2025 | Main Street Financial Solutions LLC | 285,937 | $8.62M | 0.6% | +2.5% | 0.084% | |
8/14/2025 | Sei Investments Co. | 28,586 | $862K | 0.0% | -1.2% | 0.008% | |
8/14/2025 | NewEdge Advisors LLC | 67,261 | $2.03M | 0.0% | +17.4% | 0.020% | |
8/14/2025 | Qube Research & Technologies Ltd | 5,163 | $156K | 0.0% | N/A | 0.002% | |
8/14/2025 | Sentinus LLC | 21,958 | $662K | 0.2% | +6.0% | 0.006% | |
8/14/2025 | L2 Asset Management LLC | 75,184 | $2.27M | 0.4% | +80.3% | 0.022% | |
8/14/2025 | Cerity Partners LLC | 838,237 | $25.27M | 0.0% | -4.1% | 0.246% | |
8/13/2025 | SageView Advisory Group LLC | 3,764,296 | $116.13M | 4.4% | +5.0% | 1.104% | |
8/13/2025 | Cresset Asset Management LLC | 339,932 | $10.25M | 0.0% | -1.6% | 0.100% | |
8/13/2025 | Brown Advisory Inc. | 23,038 | $694K | 0.0% | +1.6% | 0.007% | |
8/13/2025 | SCS Capital Management LLC | 749,377 | $22.59M | 0.3% | +2.1% | 0.220% | |
8/13/2025 | Marshall Wace LLP | 13,050 | $393K | 0.0% | N/A | 0.004% | |
8/13/2025 | Baird Financial Group Inc. | 24,826 | $748K | 0.0% | +5.7% | 0.007% | |
8/13/2025 | Nicolet Bankshares Inc. | 14,342 | $432K | 0.1% | +39.4% | 0.004% | |
8/13/2025 | Strategic Financial Planning Inc. | 105,162 | $3.17M | 2.0% | -0.4% | 0.031% | |
8/13/2025 | Pinkerton Wealth LLC | 120,864 | $3.64M | 0.4% | +9.8% | 0.035% | |
8/13/2025 | Beacon Pointe Advisors LLC | 172,420 | $5.20M | 0.1% | +2.0% | 0.051% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 3,693,479 | $111.32M | 0.1% | +86.7% | 1.083% | |
8/13/2025 | Stevens Capital Partners | 8,100 | $250K | 0.1% | N/A | 0.002% | |
8/13/2025 | Quadrant Capital Group LLC | 48,916 | $1.47M | 0.1% | -39.8% | 0.014% | |
8/13/2025 | Choreo LLC | 17,828 | $537K | 0.0% | +16.4% | 0.005% | |
8/13/2025 | Russell Investments Group Ltd. | 1,778 | $54K | 0.0% | +183.1% | 0.001% | |
8/12/2025 | J.W. Cole Advisors Inc. | 9,720 | $293K | 0.0% | +26.7% | 0.003% | |
8/12/2025 | North Star Asset Management Inc. | 321,806 | $9.70M | 0.4% | -2.0% | 0.094% | |
8/12/2025 | Armor Investment Advisors LLC | 136,084 | $4.10M | 1.5% | +1.4% | 0.040% | |
8/12/2025 | XTX Topco Ltd | 7,537 | $227K | 0.0% | N/A | 0.002% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 1,614 | $49K | 0.0% | -23.8% | 0.000% | |
8/12/2025 | Sherwood Financial Partners LLC | 226,464 | $6.83M | 6.3% | -3.5% | 0.066% | |
8/12/2025 | Fiducient Advisors LLC | 20,138 | $607K | 0.1% | N/A | 0.006% | |
8/12/2025 | Global Retirement Partners LLC | 35,110 | $1.06M | 0.0% | N/A | 0.010% | |
8/12/2025 | Coldstream Capital Management Inc. | 20,254 | $610K | 0.0% | -4.7% | 0.006% | |
8/12/2025 | AlphaCore Capital LLC | 329,269 | $9.92M | 0.4% | +71,480.2% | 0.097% | |
8/12/2025 | Kohmann Bosshard Financial Services LLC | 185,129 | $5.58M | 0.6% | +2.6% | 0.054% | |
8/12/2025 | Cooper Haims Advisors LLC | 1,267,630 | $38.21M | 18.8% | +2.1% | 0.372% | |
8/12/2025 | MAI Capital Management | 158,309 | $4.77M | 0.0% | +15.5% | 0.046% | |
8/12/2025 | JPMorgan Chase & Co. | 1,257,688 | $37.91M | 0.0% | +51.1% | 0.369% | |
8/12/2025 | Power Wealth Management LLC | 179,825 | $5.42M | 2.1% | +2.1% | 0.053% | |
8/12/2025 | Passive Capital Management LLC. | 54,586 | $1.65M | 0.5% | -1.0% | 0.016% | |
8/12/2025 | Howe & Rusling Inc. | 5,133 | $155K | 0.0% | +48.1% | 0.002% | |
8/12/2025 | NFP Retirement Inc. | 22,278 | $671K | 0.0% | -36.5% | 0.007% | |
8/12/2025 | Clal Insurance Enterprises Holdings Ltd | 8,548 | $258K | 0.0% | -8.6% | 0.003% | |
8/11/2025 | Alteri Wealth LLC | 7,497 | $226K | 0.1% | N/A | 0.002% | |
8/11/2025 | North Forty Two & Co. | 81,578 | $2.46M | 2.6% | +2.6% | 0.024% | |
8/11/2025 | Wealthspire Advisors LLC | 1,908,570 | $57.52M | 0.3% | +0.9% | 0.560% | |
8/11/2025 | Pin Oak Investment Advisors Inc. | 1,070 | $32K | 0.0% | N/A | 0.000% | |
8/11/2025 | Diversified Portfolios Inc. | 14,559 | $439K | 0.0% | -17.7% | 0.004% | |
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8/11/2025 | Rockbridge Investment Management LCC | 178,588 | $5.38M | 0.6% | -1.8% | 0.052% | |
8/11/2025 | United Advisor Group LLC | 7,254 | $219K | 0.0% | N/A | 0.002% | |
8/11/2025 | Dorsey & Whitney Trust CO LLC | 14,292 | $431K | 0.0% | -27.0% | 0.004% | |
8/11/2025 | Johnson Financial Group LLC | 154,355 | $4.65M | 0.4% | -18.1% | 0.045% | |
8/11/2025 | Bell Investment Advisors Inc | 52,316 | $1.58M | 0.3% | +10.1% | 0.015% | |
8/8/2025 | Tortoise Investment Management LLC | 77,981 | $2.35M | 0.2% | +0.9% | 0.023% | |
8/8/2025 | Firestone Capital Management | 27,917 | $841K | 0.2% | -2.2% | 0.008% | |
8/8/2025 | Rockefeller Capital Management L.P. | 22,894 | $690K | 0.0% | +97.3% | 0.007% | |
8/8/2025 | Kingsview Wealth Management LLC | 10,424 | $314K | 0.0% | -3.5% | 0.003% | |
8/8/2025 | Keyvantage Wealth LLC | 32,520 | $980K | 0.4% | -7.2% | 0.010% | |