9/4/2025 | SevenBridge Financial Group LLC | 45,823 | $1.04M | 0.2% | -2.3% | 0.002% | |
9/4/2025 | ZynergyRetirementPlanningLLC | 939,774 | $20.77M | 13.9% | +2.5% | 0.042% | |
9/4/2025 | Osaic Holdings Inc. | 2,335,881 | $51.62M | 0.1% | -10.6% | 0.105% | |
9/3/2025 | American Trust | 21,261 | $470K | 0.0% | N/A | 0.001% | |
8/29/2025 | Total Investment Management Inc. | 9,889 | $219K | 0.0% | -5.6% | 0.000% | |
8/29/2025 | Centaurus Financial Inc. | 28,687 | $634K | 0.0% | +3.7% | 0.001% | |
8/28/2025 | Lavaca Capital LLC | 9,087 | $201K | 0.1% | -10.2% | 0.000% | |
8/28/2025 | Stark Wealth Management LLC | 60,273 | $1.33M | 1.8% | N/A | 0.003% | |
8/27/2025 | Tribridge Partners Financial LLC | 11,459 | $253K | 0.1% | N/A | 0.001% | |
8/27/2025 | Orion Porfolio Solutions LLC | 150,274 | $3.32M | 0.0% | +7.6% | 0.007% | |
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8/27/2025 | Seneca Financial Advisors LLC | 547,258 | $12.09M | 4.7% | +2.8% | 0.025% | |
8/27/2025 | Squarepoint Ops LLC | 140,491 | $3.11M | 0.0% | N/A | 0.006% | |
8/26/2025 | Thrivent Financial for Lutherans | 115,601 | $2.56M | 0.0% | -88.9% | 0.005% | |
8/22/2025 | TT Capital Management LLC | 28,928 | $602K | 0.2% | N/A | 0.001% | |
8/19/2025 | Cape Investment Advisory Inc. | 129,798 | $2.87M | 1.0% | +0.3% | 0.006% | |
8/19/2025 | Advisory Services Network LLC | 232,102 | $5.06M | 0.1% | +27.1% | 0.010% | |
8/19/2025 | Anchor Investment Management LLC | 61,307 | $1.36M | 0.1% | -2.3% | 0.003% | |
8/19/2025 | Asset Dedication LLC | 63,048 | $1.39M | 0.1% | +1.7% | 0.003% | |
8/18/2025 | Tactive Advisors LLC | 100,426 | $2.22M | 0.7% | N/A | 0.005% | |
8/18/2025 | N.E.W. Advisory Services LLC | 2,018 | $45K | 0.0% | -63.9% | 0.000% | |
8/18/2025 | Geneos Wealth Management Inc. | 321,075 | $7.10M | 0.2% | +193.3% | 0.014% | |
8/16/2025 | Evergreen Capital Management LLC | 174,648 | $3.86M | 0.1% | -0.3% | 0.008% | |
8/15/2025 | Tower Research Capital LLC TRC | 39,849 | $881K | 0.0% | +910.6% | 0.002% | |
8/15/2025 | Orcam Financial Group | 227,113 | $5.02M | 4.4% | +6.5% | 0.010% | |
8/15/2025 | Asset Allocation Strategies LLC | 597,633 | $13.21M | 2.5% | +7.4% | 0.027% | |
8/15/2025 | FFT Wealth Management LLC | 301,471 | $6.74M | 1.3% | -11.3% | 0.014% | |
8/15/2025 | Corient Private Wealth LLC | 42,108,788 | $930.59M | 1.2% | +94.7% | 1.901% | |
8/15/2025 | Chapman Financial Group LLC | 113,121 | $2.50M | 2.1% | N/A | 0.005% | |
8/15/2025 | Captrust Financial Advisors | 1,219,371 | $26.95M | 0.1% | +0.8% | 0.055% | |
8/15/2025 | Keel Point LLC | 58,654 | $1.30M | 0.1% | -0.8% | 0.003% | |
8/15/2025 | WFA of San Diego LLC | 6,202 | $137K | 0.1% | N/A | 0.000% | |
8/15/2025 | Lantern Wealth Advisors LLC | 14,492 | $320K | 0.2% | N/A | 0.001% | |
8/15/2025 | Vident Advisory LLC | 12,424 | $275K | 0.0% | N/A | 0.001% | |
8/15/2025 | Visionary Wealth Advisors | 1,536,938 | $33.97M | 1.7% | -16.8% | 0.069% | |
8/15/2025 | Smartleaf Asset Management LLC | 52,084 | $1.15M | 0.1% | +104.1% | 0.002% | |
8/15/2025 | Orion Porfolio Solutions LLC | 49,437 | $1.09M | 0.0% | -64.6% | 0.002% | |
8/15/2025 | MML Investors Services LLC | 2,651,415 | $58.60M | 0.2% | -4.0% | 0.120% | |
8/15/2025 | Monograph Wealth Advisors LLC | 36,037 | $796K | 0.1% | +12.4% | 0.002% | |
8/15/2025 | McIlrath & Eck LLC | 835,711 | $18.47M | 2.1% | -12.7% | 0.038% | |
8/15/2025 | Mission Creek Capital Partners Inc. | 29,258 | $647K | 0.1% | -4.3% | 0.001% | |
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8/15/2025 | Modern Wealth Management LLC | 246,239 | $5.44M | 0.1% | -1.3% | 0.011% | |
8/15/2025 | Great Valley Advisor Group Inc. | 389,148 | $8.60M | 0.2% | -6.7% | 0.018% | |
8/15/2025 | EP Wealth Advisors LLC | 583,857 | $12.90M | 0.1% | +5.6% | 0.026% | |
8/15/2025 | Curi Capital LLC | 1,274,360 | $28.16M | 0.5% | -0.5% | 0.058% | |
8/15/2025 | Benjamin Edwards Inc. | 3,709,536 | $81.98M | 1.0% | +3.9% | 0.167% | |
8/15/2025 | Bishop & Co Investment Management LLC | 239,578 | $5.30M | 1.9% | +6.7% | 0.011% | |
8/15/2025 | Bank of America Corp DE | 4,737,930 | $104.71M | 0.0% | +6.1% | 0.214% | |
8/15/2025 | Ameriprise Financial Inc. | 2,589,410 | $57.23M | 0.0% | +7.8% | 0.117% | |
8/15/2025 | AQR Capital Management LLC | 529,189 | $11.70M | 0.0% | +39.8% | 0.024% | |
8/14/2025 | Vista Capital Partners Inc. | 23,230 | $513K | 0.1% | +24.4% | 0.001% | |
8/14/2025 | Jane Street Group LLC | 3,427,311 | $75.74M | 0.0% | +96.2% | 0.155% | |
8/14/2025 | Raymond James Financial Inc. | 2,188,366 | $48.36M | 0.0% | +6.1% | 0.099% | |
8/14/2025 | Betterment LLC | 22,942,141 | $507.02M | 1.1% | -2.8% | 1.036% | |
8/14/2025 | Quantinno Capital Management LP | 180,001 | $3.98M | 0.0% | +67.1% | 0.008% | |
8/14/2025 | Diversify Wealth Management LLC | 160,045 | $3.63M | 0.2% | -1.1% | 0.007% | |
8/14/2025 | Lavaca Capital LLC | 9,087 | $201K | 0.0% | -10.2% | 0.000% | |
8/14/2025 | Vivaldi Capital Management LP | 476,016 | $10.52M | 1.6% | -0.9% | 0.021% | |
8/14/2025 | Operose Advisors LLC | 928,957 | $20.53M | 5.8% | +3.1% | 0.042% | |
8/14/2025 | HUB Investment Partners LLC | 21,298 | $471K | 0.0% | +9.6% | 0.001% | |
8/14/2025 | Ieq Capital LLC | 125,592 | $2.78M | 0.0% | -3.5% | 0.006% | |
8/14/2025 | Main Street Financial Solutions LLC | 969,524 | $21.43M | 1.6% | +2.5% | 0.044% | |
8/14/2025 | Sand Hill Global Advisors LLC | 131,495 | $2.91M | 0.1% | +8.6% | 0.006% | |
8/14/2025 | Squarepoint Ops LLC | 140,491 | $3.11M | 0.0% | N/A | 0.006% | |
8/14/2025 | Sei Investments Co. | 61,908 | $1.37M | 0.0% | +20.4% | 0.003% | |
8/14/2025 | Qube Research & Technologies Ltd | 2,014 | $45K | 0.0% | -96.3% | 0.000% | |
8/14/2025 | Broadleaf Partners LLC | 769,942 | $17.02M | 3.7% | -10.8% | 0.035% | |
8/14/2025 | Certuity LLC | 127,197 | $2.81M | 0.3% | +0.7% | 0.006% | |
8/14/2025 | Hurley Capital LLC | 205,887 | $4.55M | 3.2% | +22.5% | 0.009% | |
8/14/2025 | Acorn Wealth Advisors LLC | 38,238 | $845K | 0.3% | -2.2% | 0.002% | |
8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 21,711 | $480K | 0.0% | +23.3% | 0.001% | |
8/14/2025 | SVB Wealth LLC | 305,559 | $6.75M | 0.4% | N/A | 0.014% | |
8/14/2025 | Denver PWM LLC | 810,422 | $17.91M | 5.6% | +1.9% | 0.037% | |
8/14/2025 | L2 Asset Management LLC | 120,593 | $2.67M | 0.4% | +333.5% | 0.005% | |
8/14/2025 | Transce3nd LLC | 36,472 | $806K | 0.3% | +44.6% | 0.002% | |
8/14/2025 | Cary Street Partners Financial LLC | 9,994 | $221K | 0.0% | N/A | 0.000% | |
8/14/2025 | Cerity Partners LLC | 6,655,981 | $147.10M | 0.3% | +0.3% | 0.300% | |
8/13/2025 | Per Stirling Capital Management LLC. | 114,188 | $2.52M | 0.3% | +0.4% | 0.005% | |
8/13/2025 | StoneX Group Inc. | 19,404 | $429K | 0.0% | +57.5% | 0.001% | |
8/13/2025 | Flow Traders U.S. LLC | 951,028 | $21.02M | 0.8% | N/A | 0.043% | |
8/13/2025 | SageView Advisory Group LLC | 7,258,961 | $161.00M | 6.1% | +6.7% | 0.328% | |
8/13/2025 | Cresset Asset Management LLC | 5,942,883 | $131.34M | 0.6% | +5.0% | 0.268% | |
8/13/2025 | Brown Advisory Inc. | 55,348 | $1.22M | 0.0% | -15.4% | 0.002% | |
8/13/2025 | SCS Capital Management LLC | 12,964,048 | $286.51M | 3.2% | -1.3% | 0.585% | |
8/13/2025 | Milestone Investment Advisors LLC | 157,811 | $3.49M | 0.9% | -4.4% | 0.007% | |
8/13/2025 | Baird Financial Group Inc. | 265,245 | $5.86M | 0.0% | +7.1% | 0.012% | |
8/13/2025 | First Trust Advisors LP | 24,576 | $543K | 0.0% | +9.5% | 0.001% | |
8/13/2025 | EverSource Wealth Advisors LLC | 6,180 | $137K | 0.0% | +7.8% | 0.000% | |
8/13/2025 | Kilter Group LLC | 2,813 | $62K | 0.0% | N/A | 0.000% | |
8/13/2025 | CW Advisors LLC | 339,667 | $7.51M | 0.1% | +3.1% | 0.015% | |
8/13/2025 | Elios Financial Group Inc. | 27,978 | $618K | 0.3% | +11.7% | 0.001% | |
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8/13/2025 | Twin Peaks Wealth Advisors LLC | 7,789 | $176K | 0.1% | N/A | 0.000% | |
8/13/2025 | Strategic Financial Planning Inc. | 197,138 | $4.36M | 2.7% | -1.3% | 0.009% | |
8/13/2025 | Pinkerton Wealth LLC | 1,292,704 | $28.57M | 3.4% | +1.2% | 0.058% | |
8/13/2025 | Beacon Pointe Advisors LLC | 1,760,024 | $38.90M | 0.4% | +18.4% | 0.079% | |
8/13/2025 | Momentous Wealth Management Inc. | 640,323 | $14.15M | 9.1% | -0.8% | 0.029% | |
8/13/2025 | Willis Johnson & Associates Inc. | 32,745 | $724K | 0.0% | -6.7% | 0.001% | |
8/13/2025 | Valued Retirements Inc. | 37,309 | $825K | 0.9% | -15.7% | 0.002% | |
8/13/2025 | Fisher Asset Management LLC | 15,446 | $341K | 0.0% | -45.0% | 0.001% | |
8/13/2025 | Black Cypress Capital Management LLC | 39,049 | $863K | 0.7% | -29.5% | 0.002% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 331,705,736 | $7.33B | 5.3% | -4.7% | 14.975% | |