9/3/2025 | American Trust | 7,594 | $213K | 0.0% | N/A | 0.002% | |
8/29/2025 | Total Investment Management Inc. | 7,284 | $204K | 0.0% | N/A | 0.002% | |
8/27/2025 | Orion Porfolio Solutions LLC | 12,141 | $341K | 0.0% | +26.9% | 0.003% | |
8/27/2025 | Seneca Financial Advisors LLC | 596,091 | $16.72M | 6.4% | +29.2% | 0.145% | |
8/26/2025 | Thrivent Financial for Lutherans | 68,533 | $1.92M | 0.0% | -95.7% | 0.017% | |
8/25/2025 | Silverlake Wealth Management LLC | 31,222 | $876K | 0.3% | N/A | 0.008% | |
8/25/2025 | Hilltop Partners LLC | 32,918 | $923K | 0.3% | -2.2% | 0.008% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 15,561 | $436K | 0.0% | N/A | 0.004% | |
8/19/2025 | Cape Investment Advisory Inc. | 206,863 | $5.80M | 2.1% | -1.4% | 0.050% | |
8/19/2025 | Advisory Services Network LLC | 90,620 | $2.59M | 0.0% | N/A | 0.022% | |
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8/19/2025 | Anchor Investment Management LLC | 201,359 | $5.65M | 0.5% | -1.2% | 0.049% | |
8/19/2025 | Asset Dedication LLC | 4,689 | $132K | 0.0% | +62.3% | 0.001% | |
8/18/2025 | N.E.W. Advisory Services LLC | 1,995 | $56K | 0.0% | -72.6% | 0.000% | |
8/18/2025 | Geneos Wealth Management Inc. | 1,479 | $41K | 0.0% | +54.1% | 0.000% | |
8/18/2025 | Front Row Advisors LLC | 17,284 | $485K | 0.2% | -4.9% | 0.004% | |
8/16/2025 | Evergreen Capital Management LLC | 42,068 | $1.18M | 0.0% | N/A | 0.010% | |
8/15/2025 | Tower Research Capital LLC TRC | 101,195 | $2.84M | 0.1% | N/A | 0.025% | |
8/15/2025 | Corient Private Wealth LLC | 1,289,510 | $36.19M | 0.0% | +97.8% | 0.313% | |
8/15/2025 | Chapman Financial Group LLC | 18,100 | $508K | 0.4% | N/A | 0.004% | |
8/15/2025 | Captrust Financial Advisors | 1,337,235 | $37.51M | 0.1% | +1.2% | 0.325% | |
8/15/2025 | Cooksen Wealth LLC | 21,831 | $612K | 0.5% | +157.8% | 0.005% | |
8/15/2025 | WFA of San Diego LLC | 35,378 | $992K | 0.7% | N/A | 0.009% | |
8/15/2025 | Visionary Wealth Advisors | 293,288 | $8.23M | 0.4% | +5.7% | 0.071% | |
8/15/2025 | Scott Marsh Financial LLC | 50,112 | $1.41M | 0.5% | N/A | 0.012% | |
8/15/2025 | Smartleaf Asset Management LLC | 13,927 | $389K | 0.0% | -27.9% | 0.003% | |
8/15/2025 | Ruggaard & Associates LLC | 20,819 | $584K | 0.2% | -2.9% | 0.005% | |
8/15/2025 | Orion Porfolio Solutions LLC | 12,141 | $341K | 0.0% | +26.9% | 0.003% | |
8/15/2025 | MML Investors Services LLC | 386,854 | $10.85M | 0.0% | -1.5% | 0.094% | |
8/15/2025 | Mendel Capital Management LLC | 17,565 | $493K | 0.3% | -3.2% | 0.004% | |
8/15/2025 | IHT Wealth Management LLC | 116,949 | $3.28M | 0.1% | -6.4% | 0.028% | |
8/15/2025 | Great Valley Advisor Group Inc. | 159,478 | $4.47M | 0.1% | -3.8% | 0.039% | |
8/15/2025 | Gallagher Fiduciary Advisors LLC | 26,635 | $747K | 0.0% | -4.1% | 0.006% | |
8/15/2025 | EP Wealth Advisors LLC | 92,257 | $2.59M | 0.0% | +149.9% | 0.022% | |
8/15/2025 | Engineers Gate Manager LP | 42,030 | $1.18M | 0.0% | +40.5% | 0.010% | |
8/15/2025 | Curi Capital LLC | 916,099 | $25.70M | 0.5% | -1.7% | 0.222% | |
8/15/2025 | Bcwm LLC | 29,230 | $820K | 0.3% | +12.0% | 0.007% | |
8/15/2025 | Benjamin Edwards Inc. | 497,433 | $13.95M | 0.2% | +4.7% | 0.121% | |
8/15/2025 | BNP Paribas Financial Markets | 250,000 | $7.01M | 0.0% | +8,333,233.3% | 0.061% | |
8/15/2025 | Bank of America Corp DE | 902,583 | $25.32M | 0.0% | -13.3% | 0.219% | |
8/15/2025 | Acas LLC | 63,796 | $1.87M | 1.3% | -1.7% | 0.015% | |
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8/15/2025 | Ameriprise Financial Inc. | 1,645,070 | $46.15M | 0.0% | -9.6% | 0.399% | |
8/15/2025 | AQR Capital Management LLC | 308,116 | $8.64M | 0.0% | +3.1% | 0.075% | |
8/14/2025 | Jane Street Group LLC | 103,682 | $2.91M | 0.0% | +652.2% | 0.025% | |
8/14/2025 | Ausdal Financial Partners Inc. | 279,214 | $7.83M | 0.5% | +0.2% | 0.068% | |
8/14/2025 | Raymond James Financial Inc. | 1,991,592 | $55.86M | 0.0% | -17.6% | 0.483% | |
8/14/2025 | Keystone Financial Services LLC | 11,794 | $331K | 0.3% | +12.1% | 0.003% | |
8/14/2025 | Betterment LLC | 183,608 | $5.15M | 0.0% | +16.8% | 0.045% | |
8/14/2025 | Quantinno Capital Management LP | 17,715 | $497K | 0.0% | +124.4% | 0.004% | |
8/14/2025 | Diversify Wealth Management LLC | 147,175 | $4.25M | 0.3% | -3.6% | 0.036% | |
8/14/2025 | Diversify Advisory Services LLC | 26,882 | $775K | 0.0% | +15.7% | 0.007% | |
8/14/2025 | Hamilton Capital LLC | 14,213 | $399K | 0.0% | -2.7% | 0.003% | |
8/14/2025 | Vivaldi Capital Management LP | 126,749 | $3.56M | 0.5% | -0.3% | 0.031% | |
8/14/2025 | Main Street Financial Solutions LLC | 296,663 | $8.32M | 0.6% | +3.4% | 0.072% | |
8/14/2025 | FAS Wealth Partners Inc. | 559,901 | $15.71M | 1.2% | +2.5% | 0.136% | |
8/14/2025 | NewEdge Advisors LLC | 98,084 | $2.75M | 0.0% | -5.6% | 0.024% | |
8/14/2025 | Broadleaf Partners LLC | 230,526 | $6.47M | 1.4% | +5.2% | 0.056% | |
8/14/2025 | DecisionPoint Financial LLC | 1,410 | $40K | 0.0% | -81.0% | 0.000% | |
8/14/2025 | Planwiser Financial LLC | 84,584 | $2.46M | 2.1% | -3.0% | 0.021% | |
8/14/2025 | Acorn Wealth Advisors LLC | 132,788 | $3.73M | 1.4% | -4.6% | 0.032% | |
8/14/2025 | Prestige Wealth Management Group LLC | 11,737 | $329K | 0.1% | -7.3% | 0.003% | |
8/14/2025 | Denver PWM LLC | 650,802 | $18.26M | 5.7% | +4.9% | 0.158% | |
8/14/2025 | Balance Wealth LLC | 10,197 | $286K | 0.2% | N/A | 0.002% | |
8/14/2025 | Cary Street Partners Financial LLC | 266,503 | $7.48M | 0.2% | -6.2% | 0.065% | |
8/14/2025 | Cerity Partners LLC | 6,003,923 | $168.41M | 0.3% | -13.1% | 1.457% | |
8/13/2025 | Per Stirling Capital Management LLC. | 46,099 | $1.29M | 0.2% | -3.0% | 0.011% | |
8/13/2025 | Hendershot Investments Inc. | 22,653 | $635K | 0.1% | +3.2% | 0.005% | |
8/13/2025 | SageView Advisory Group LLC | 24,229 | $703K | 0.0% | -4.6% | 0.006% | |
8/13/2025 | Cresset Asset Management LLC | 247,077 | $6.93M | 0.0% | -10.5% | 0.060% | |
8/13/2025 | Strategic Family Wealth Counselors L.L.C. | 350,577 | $9.83M | 2.8% | -0.8% | 0.085% | |
8/13/2025 | Brown Advisory Inc. | 23,558 | $661K | 0.0% | -5.2% | 0.006% | |
8/13/2025 | SCS Capital Management LLC | 46,453 | $1.30M | 0.0% | -16.4% | 0.011% | |
8/13/2025 | Milestone Investment Advisors LLC | 342,460 | $9.61M | 2.5% | -8.7% | 0.083% | |
8/13/2025 | Baird Financial Group Inc. | 244,746 | $6.87M | 0.0% | +1.9% | 0.059% | |
8/13/2025 | CW Advisors LLC | 228,624 | $6.41M | 0.1% | -0.8% | 0.055% | |
8/13/2025 | IAG Wealth Partners LLC | 39,676 | $1.11M | 0.1% | -8.0% | 0.010% | |
8/13/2025 | River Wealth Advisors LLC | 89,944 | $2.52M | 0.3% | -0.5% | 0.022% | |
8/13/2025 | Beacon Pointe Advisors LLC | 1,608,649 | $45.12M | 0.5% | +0.8% | 0.390% | |
8/13/2025 | M&T Bank Corp | 13,818 | $388K | 0.0% | -9.5% | 0.003% | |
8/13/2025 | Advocacy Wealth Management Services LLC | 1,489,605 | $41.78M | 2.6% | -0.8% | 0.362% | |
8/13/2025 | Lido Advisors LLC | 26,940 | $756K | 0.0% | -78.5% | 0.007% | |
8/13/2025 | Balanced Wealth Group LLC | 136,461 | $3.90M | 1.7% | -1.0% | 0.033% | |
8/13/2025 | Meridian Wealth Partners LLC | 272,675 | $7.65M | 1.1% | +3.0% | 0.066% | |
8/13/2025 | Scotia Capital Inc. | 8,006 | $225K | 0.0% | -37.3% | 0.002% | |
8/13/2025 | Level Four Advisory Services LLC | 17,851 | $501K | 0.0% | -2.4% | 0.004% | |
8/13/2025 | Patrick M Sweeney & Associates Inc. | 11,399 | $327K | 0.2% | +4.8% | 0.003% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 10,272,223 | $288.14M | 0.2% | +25.2% | 2.493% | |
8/13/2025 | Stevens Capital Partners | 25,428 | $723K | 0.3% | +94.6% | 0.006% | |
8/13/2025 | Quadrant Capital Group LLC | 44,541 | $1.25M | 0.0% | +11.6% | 0.011% | |
8/13/2025 | Choreo LLC | 107,342 | $3.01M | 0.0% | +19.4% | 0.026% | |
8/13/2025 | Russell Investments Group Ltd. | 3,359 | $94K | 0.0% | +37.4% | 0.001% | |
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8/12/2025 | J.W. Cole Advisors Inc. | 60,368 | $1.69M | 0.0% | +546.7% | 0.015% | |
8/12/2025 | North Star Asset Management Inc. | 363,085 | $10.19M | 0.4% | -1.1% | 0.088% | |
8/12/2025 | Armor Investment Advisors LLC | 58,134 | $1.63M | 0.6% | -2.9% | 0.014% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 20,077 | $563K | 0.0% | -2.0% | 0.005% | |
8/12/2025 | Sherwood Financial Partners LLC | 520,046 | $14.59M | 13.4% | +2.0% | 0.126% | |
8/12/2025 | Global Retirement Partners LLC | 62,295 | $1.75M | 0.0% | N/A | 0.015% | |
8/12/2025 | Eley Financial Management Inc | 25,696 | $721K | 0.3% | -3.5% | 0.006% | |
8/12/2025 | Coldstream Capital Management Inc. | 96,648 | $2.71M | 0.0% | -4.9% | 0.023% | |
8/12/2025 | AlphaCore Capital LLC | 19,217 | $539K | 0.0% | +47.5% | 0.005% | |
8/12/2025 | Franklin Resources Inc. | 102,700 | $2.88M | 0.0% | +97,709.5% | 0.025% | |