9/10/2025 | WT Wealth Management | 17,806 | $475K | 0.1% | +4.3% | 0.004% | |
9/4/2025 | ZynergyRetirementPlanningLLC | 423,520 | $11.30M | 7.6% | +1.8% | 0.084% | |
9/4/2025 | Osaic Holdings Inc. | 407,018 | $10.87M | 0.0% | +17.0% | 0.081% | |
8/26/2025 | Thrivent Financial for Lutherans | 175,333 | $4.68M | 0.0% | -54.5% | 0.035% | |
8/22/2025 | Carter Financial Group INC. | 14,012 | $374K | 0.2% | N/A | 0.003% | |
8/20/2025 | Coppell Advisory Solutions LLC | 8,666 | $230K | 0.0% | N/A | 0.002% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 22,925 | $612K | 0.0% | N/A | 0.005% | |
8/19/2025 | Cape Investment Advisory Inc. | 1,944 | $52K | 0.0% | +28.8% | 0.000% | |
8/18/2025 | Geneos Wealth Management Inc. | 106,070 | $2.83M | 0.1% | -1.3% | 0.021% | |
8/15/2025 | Tower Research Capital LLC TRC | 166,796 | $4.45M | 0.1% | +308,781.5% | 0.033% | |
|
8/15/2025 | Asset Allocation Strategies LLC | 27,858 | $743K | 0.1% | -26.7% | 0.006% | |
8/15/2025 | Corient Private Wealth LLC | 38,756 | $1.03M | 0.0% | +32.2% | 0.008% | |
8/15/2025 | WealthCollab LLC | 110,387 | $2.95M | 1.6% | +6.0% | 0.022% | |
8/15/2025 | Hayek Kallen Investment Management | 37,110 | $990K | 0.3% | -8.5% | 0.007% | |
8/15/2025 | Chapman Financial Group LLC | 21,159 | $565K | 0.5% | N/A | 0.004% | |
8/15/2025 | Captrust Financial Advisors | 23,516 | $627K | 0.0% | +86.6% | 0.005% | |
8/15/2025 | WFA of San Diego LLC | 12,540 | $335K | 0.2% | N/A | 0.002% | |
8/15/2025 | Visionary Wealth Advisors | 18,423 | $492K | 0.0% | -75.5% | 0.004% | |
8/15/2025 | Tidal Investments LLC | 655,271 | $17.42M | 0.1% | +23.9% | 0.131% | |
8/15/2025 | Smartleaf Asset Management LLC | 36,592 | $973K | 0.1% | +19.0% | 0.007% | |
8/15/2025 | MML Investors Services LLC | 282,838 | $7.55M | 0.0% | +5.0% | 0.056% | |
8/15/2025 | HRT Financial LP | 150,173 | $4.01M | 0.0% | N/A | 0.030% | |
8/15/2025 | IHT Wealth Management LLC | 61,234 | $1.63M | 0.0% | -1.4% | 0.012% | |
8/15/2025 | Freedom Financial Partners LLC | 82,823 | $2.21M | 0.9% | +3.3% | 0.017% | |
8/15/2025 | Benjamin Edwards Inc. | 13,081 | $349K | 0.0% | -3.2% | 0.003% | |
8/15/2025 | Bank of America Corp DE | 2,566,530 | $68.48M | 0.0% | +7.5% | 0.511% | |
8/15/2025 | Ameriprise Financial Inc. | 2,654,106 | $70.77M | 0.0% | +5.1% | 0.529% | |
8/14/2025 | Vista Capital Partners Inc. | 16,002 | $427K | 0.0% | +22.9% | 0.003% | |
8/14/2025 | Jane Street Group LLC | 40,886 | $1.09M | 0.0% | -28.6% | 0.008% | |
8/14/2025 | Bakala Capital LLC | 34,861 | $930K | 5.3% | -4.7% | 0.007% | |
8/14/2025 | Ausdal Financial Partners Inc. | 88,327 | $2.36M | 0.2% | +0.7% | 0.018% | |
8/14/2025 | Raymond James Financial Inc. | 839,335 | $22.39M | 0.0% | +9.8% | 0.167% | |
8/14/2025 | Transamerica Financial Advisors LLC | 329,841 | $8.80M | 0.8% | -1.7% | 0.066% | |
8/14/2025 | Betterment LLC | 40,946 | $1.09M | 0.0% | +9.4% | 0.008% | |
8/14/2025 | Alliancebernstein L.P. | 7,833,720 | $209.00M | 0.1% | +2.9% | 1.561% | |
8/14/2025 | Main Street Financial Solutions LLC | 11,390 | $304K | 0.0% | +25.5% | 0.002% | |
8/14/2025 | Jasper Ridge Partners L.P. | 7,290,550 | $194.51M | 4.9% | -6.6% | 1.453% | |
8/14/2025 | Sei Investments Co. | 11,365,614 | $303.23M | 0.4% | +2.7% | 2.265% | |
8/14/2025 | NewEdge Advisors LLC | 73,490 | $1.96M | 0.0% | -14.4% | 0.015% | |
8/14/2025 | State Street Corp | 2,599,691 | $69.36M | 0.0% | +3.0% | 0.518% | |
|
8/14/2025 | Sentinus LLC | 10,613 | $283K | 0.1% | N/A | 0.002% | |
8/14/2025 | SVB Wealth LLC | 12,621 | $337K | 0.0% | N/A | 0.003% | |
8/14/2025 | Cerity Partners LLC | 7,767,777 | $207.24M | 0.4% | +2.3% | 1.548% | |
8/13/2025 | Victory Financial Group LLC | 7,604 | $203K | 0.0% | N/A | 0.002% | |
8/13/2025 | RFP Financial Group LLC | 66,444 | $1.77M | 0.7% | N/A | 0.013% | |
8/13/2025 | EverSource Wealth Advisors LLC | 19,181 | $512K | 0.0% | -8.0% | 0.004% | |
8/13/2025 | CW Advisors LLC | 143,806 | $3.84M | 0.0% | +32.4% | 0.029% | |
8/13/2025 | Elios Financial Group Inc. | 9,237 | $246K | 0.1% | -23.9% | 0.002% | |
8/13/2025 | Strategic Financial Planning Inc. | 50,889 | $1.36M | 0.8% | +5.1% | 0.010% | |
8/13/2025 | Pinkerton Wealth LLC | 37,984 | $1.01M | 0.1% | +21.9% | 0.008% | |
8/13/2025 | Beacon Pointe Advisors LLC | 99,590 | $2.66M | 0.0% | -11.9% | 0.020% | |
8/13/2025 | Grove Street Fiduciary LLC | 540,411 | $14.42M | 7.0% | -1.3% | 0.108% | |
8/13/2025 | Cerity Partners OCIO LLC | 5,499,900 | $146.74M | 8.1% | -3.7% | 1.096% | |
8/13/2025 | Edgestream Partners L.P. | 19,701 | $526K | 0.0% | N/A | 0.004% | |
8/13/2025 | Wealthedge Investment Advisors LLC | 250,436 | $6.68M | 2.8% | N/A | 0.050% | |
8/13/2025 | Financial Freedom LLC | 79,080 | $2.11M | 1.1% | +0.5% | 0.016% | |
8/13/2025 | West Family Investments Inc. | 479,787 | $13.35M | 3.3% | +8.2% | 0.096% | |
8/13/2025 | Virtue Capital Management LLC | 160,409 | $4.28M | 0.8% | -50.4% | 0.032% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 137,007 | $3.66M | 0.0% | +4.6% | 0.027% | |
8/13/2025 | Korea Investment CORP | 593,000 | $15.82M | 0.0% | -33.8% | 0.118% | |
8/13/2025 | Choreo LLC | 57,882 | $1.54M | 0.0% | +2.3% | 0.012% | |
8/12/2025 | Viawealth LLC | 31,302 | $835K | 0.5% | +96.5% | 0.006% | |
8/12/2025 | J.W. Cole Advisors Inc. | 78,778 | $2.10M | 0.0% | +1.2% | 0.016% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 222,649 | $5.94M | 0.0% | +3.3% | 0.044% | |
8/12/2025 | PFC Capital Group Inc. | 49,816 | $1.33M | 0.6% | +129.2% | 0.010% | |
8/12/2025 | CreativeOne Wealth LLC | 249,662 | $6.66M | 0.2% | -1.1% | 0.050% | |
8/12/2025 | Maripau Wealth Management LLC | 20,407 | $545K | 0.3% | N/A | 0.004% | |
8/12/2025 | Fiducient Advisors LLC | 76,655 | $2.05M | 0.3% | +453.1% | 0.015% | |
8/12/2025 | Global Retirement Partners LLC | 24,293 | $648K | 0.0% | N/A | 0.005% | |
8/12/2025 | Coldstream Capital Management Inc. | 21,450 | $572K | 0.0% | -2.8% | 0.004% | |
8/12/2025 | Rock Creek Group LP | 372,410 | $9.94M | 1.2% | +93.9% | 0.074% | |
8/12/2025 | Kohmann Bosshard Financial Services LLC | 1,246,241 | $33.25M | 3.7% | +0.8% | 0.248% | |
8/12/2025 | Seeds Investor LLC | 129,666 | $3.46M | 0.8% | +4.7% | 0.026% | |
8/12/2025 | JPMorgan Chase & Co. | 13,642,973 | $364.00M | 0.0% | -22.3% | 2.719% | |
8/12/2025 | Passive Capital Management LLC. | 67,828 | $1.80M | 0.6% | -1.3% | 0.014% | |
8/12/2025 | Howe & Rusling Inc. | 3,337 | $89K | 0.0% | -17.5% | 0.001% | |
8/12/2025 | NFP Retirement Inc. | 72,161 | $1.93M | 0.1% | -14.0% | 0.014% | |
8/11/2025 | Brown Wealth Management LLC | 96,498 | $2.58M | 0.8% | N/A | 0.020% | |
8/11/2025 | Traub Capital Management LLC | 18,174 | $485K | 0.4% | N/A | 0.004% | |
8/11/2025 | Birchbrook Inc. | 4,820 | $129K | 0.1% | -17.1% | 0.001% | |
8/11/2025 | Wealthspire Advisors LLC | 449,628 | $12.00M | 0.1% | -52.5% | 0.091% | |
8/11/2025 | United Advisor Group LLC | 56,741 | $1.51M | 0.3% | +210.0% | 0.012% | |
8/11/2025 | WBI Investments LLC | 57,325 | $1.53M | 0.4% | -3.6% | 0.012% | |
8/11/2025 | Westover Capital Advisors LLC | 389,974 | $10.41M | 2.1% | +6.6% | 0.079% | |
8/11/2025 | Duff & Phelps Investment Management Co. | 41,820 | $1.12M | 0.0% | +349.7% | 0.008% | |
8/8/2025 | Tortoise Investment Management LLC | 771,988 | $20.60M | 2.0% | +20.2% | 0.157% | |
8/8/2025 | Rockefeller Capital Management L.P. | 10,480 | $280K | 0.0% | N/A | 0.002% | |
8/8/2025 | Citizens Financial Group Inc. RI | 283,368 | $7.56M | 0.1% | +1.4% | 0.058% | |
8/8/2025 | Cetera Investment Advisers | 1,008,043 | $26.90M | 0.0% | +10.6% | 0.205% | |
8/8/2025 | Creative Planning | 668,954 | $17.85M | 0.0% | -0.9% | 0.136% | |
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8/8/2025 | Altiora Financial Group LLC | 495,039 | $13.21M | 2.6% | -4.3% | 0.100% | |
8/8/2025 | Empower Advisory Group LLC | 42,677,764 | $1.14B | 3.4% | +4.9% | 8.660% | |
8/8/2025 | Foundations Investment Advisors LLC | 8,694 | $232K | 0.0% | N/A | 0.002% | |
8/8/2025 | WASHINGTON TRUST Co | 97,854 | $2.61M | 0.1% | -1.3% | 0.020% | |
8/8/2025 | Austin Wealth Management LLC | 46,017 | $1.22M | 0.2% | N/A | 0.009% | |
8/8/2025 | PNC Financial Services Group Inc. | 166,976 | $4.46M | 0.0% | -5.7% | 0.034% | |
8/8/2025 | Advyzon Investment Management LLC | 102,763 | $2.74M | 0.6% | +1.7% | 0.021% | |
8/7/2025 | Fund Evaluation Group LLC | 775,010 | $20.68M | 0.8% | +3.6% | 0.157% | |
8/7/2025 | CENTRAL TRUST Co | 6,411,484 | $171.06M | 3.9% | +5.4% | 1.301% | |
8/7/2025 | Nwam LLC | 36,395 | $969K | 0.1% | +1.6% | 0.007% | |