8/27/2025 | Tribridge Partners Financial LLC | 13,401 | $343K | 0.2% | N/A | 0.004% | |
8/27/2025 | Barnes Wealth Management Group Inc | 29,396 | $753K | 0.4% | -8.0% | 0.009% | |
8/27/2025 | Orion Porfolio Solutions LLC | 275,591 | $7.06M | 0.1% | +42.6% | 0.082% | |
8/25/2025 | Silverlake Wealth Management LLC | 16,054 | $411K | 0.1% | N/A | 0.005% | |
8/20/2025 | Coppell Advisory Solutions LLC | 59,285 | $1.51M | 0.2% | +121.0% | 0.018% | |
8/15/2025 | Brown Financial Advisors | 92,276 | $2.36M | 0.9% | -5.4% | 0.027% | |
8/15/2025 | Equitable Holdings Inc. | 2,307,310 | $59.07M | 0.5% | -5.8% | 0.687% | |
8/15/2025 | FSB Premier Wealth Management Inc. | 211,332 | $5.41M | 1.9% | -1.1% | 0.063% | |
8/15/2025 | Captrust Financial Advisors | 309,499 | $7.92M | 0.0% | +3.3% | 0.092% | |
8/15/2025 | Truefg LLC | 1,070,531 | $27.41M | 8.1% | +0.9% | 0.319% | |
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8/15/2025 | WFA of San Diego LLC | 2,069 | $53K | 0.0% | N/A | 0.001% | |
8/15/2025 | Visionary Wealth Advisors | 54,919 | $1.41M | 0.1% | +1.0% | 0.016% | |
8/15/2025 | Smartleaf Asset Management LLC | 79,582 | $2.03M | 0.2% | +0.9% | 0.024% | |
8/15/2025 | Orion Porfolio Solutions LLC | 148,130 | $3.79M | 0.0% | -23.3% | 0.044% | |
8/15/2025 | MML Investors Services LLC | 814,832 | $20.86M | 0.1% | +12.1% | 0.243% | |
8/15/2025 | Modern Wealth Management LLC | 8,849 | $227K | 0.0% | -20.8% | 0.003% | |
8/15/2025 | IHT Wealth Management LLC | 1,035,906 | $26.52M | 0.7% | -7.6% | 0.308% | |
8/15/2025 | Great Valley Advisor Group Inc. | 2,316,948 | $59.31M | 1.3% | -1.4% | 0.690% | |
8/15/2025 | BNP Paribas Financial Markets | 136,991 | $3.51M | 0.0% | -74.1% | 0.041% | |
8/15/2025 | Bank of America Corp DE | 680,676 | $17.43M | 0.0% | +1.0% | 0.203% | |
8/15/2025 | Ameriprise Financial Inc. | 261,175 | $6.69M | 0.0% | -15.1% | 0.078% | |
8/15/2025 | AQR Capital Management LLC | 164,439 | $4.21M | 0.0% | +29.2% | 0.049% | |
8/14/2025 | Jane Street Group LLC | 347,767 | $8.90M | 0.0% | -58.4% | 0.104% | |
8/14/2025 | Raymond James Financial Inc. | 2,867,808 | $73.42M | 0.0% | +4.1% | 0.854% | |
8/14/2025 | Darwin Wealth Management LLC | 2,029 | $52K | 0.0% | N/A | 0.001% | |
8/14/2025 | Tennessee Valley Asset Management Partners | 341,628 | $8.75M | 2.2% | +3.4% | 0.102% | |
8/14/2025 | Main Street Financial Solutions LLC | 47,929 | $1.23M | 0.1% | N/A | 0.014% | |
8/14/2025 | NewEdge Advisors LLC | 1,906,479 | $48.81M | 0.3% | +7.7% | 0.568% | |
8/14/2025 | State Street Corp | 23,633,736 | $605.02M | 0.0% | +103.7% | 7.038% | |
8/14/2025 | Financial Strategies Group Inc. | 1,692,786 | $42.84M | 8.9% | +3.8% | 0.504% | |
8/14/2025 | Transce3nd LLC | 9,921 | $254K | 0.1% | +16.0% | 0.003% | |
8/14/2025 | Bank of Nova Scotia | 300,000 | $7.68M | 0.0% | N/A | 0.089% | |
8/14/2025 | Baker Avenue Asset Management LP | 2,999,565 | $76.79M | 2.2% | +2.8% | 0.893% | |
8/14/2025 | Balance Wealth LLC | 197,947 | $5.07M | 3.0% | -13.6% | 0.059% | |
8/14/2025 | Cerity Partners LLC | 10,533,231 | $269.65M | 0.5% | +5.8% | 3.137% | |
8/13/2025 | Financial & Tax Architects LLC | 151,461 | $3.88M | 0.9% | +336.3% | 0.045% | |
8/13/2025 | Gateway Wealth Partners LLC | 309,269 | $7.92M | 1.5% | +8.9% | 0.092% | |
8/13/2025 | GeoWealth Management LLC | 72,402 | $1.85M | 0.1% | +19.0% | 0.022% | |
8/13/2025 | JBR Co Financial Management Inc | 59,328 | $1.52M | 0.7% | +87.2% | 0.018% | |
8/13/2025 | EverSource Wealth Advisors LLC | 59,781 | $1.53M | 0.1% | -5.9% | 0.018% | |
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8/13/2025 | NYL Investors LLC | 135,088 | $3.46M | 1.0% | -3.0% | 0.040% | |
8/13/2025 | JT Stratford LLC | 190,653 | $4.88M | 0.7% | -0.2% | 0.057% | |
8/13/2025 | Elios Financial Group Inc. | 61,692 | $1.58M | 0.7% | +1.9% | 0.018% | |
8/13/2025 | IAG Wealth Partners LLC | 228,120 | $5.84M | 0.8% | +6.9% | 0.068% | |
8/13/2025 | AMJ Financial Wealth Management | 14,655 | $375K | 0.1% | +3.1% | 0.004% | |
8/13/2025 | Millington Financial Advisors LLC | 23,275 | $590K | 0.3% | +14.7% | 0.007% | |
8/13/2025 | Tobias Financial Advisors Inc. | 3,479,793 | $89.08M | 15.2% | +5.5% | 1.036% | |
8/13/2025 | Rinkey Investments | 511,983 | $13.11M | 3.9% | -8.3% | 0.152% | |
8/13/2025 | Virtue Capital Management LLC | 12,538 | $321K | 0.1% | -94.3% | 0.004% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 72,003 | $1.84M | 0.0% | -20.4% | 0.021% | |
8/13/2025 | Crabel Capital Management LLC | 67,302 | $1.72M | 1.1% | +27.8% | 0.020% | |
8/13/2025 | GM Advisory Group LLC | 1,649,560 | $42.23M | 2.1% | +1.0% | 0.491% | |
8/13/2025 | Copley Financial Group Inc. | 505,572 | $12.94M | 9.6% | -10.0% | 0.151% | |
8/13/2025 | Choreo LLC | 574,164 | $14.70M | 0.2% | -24.1% | 0.171% | |
8/13/2025 | Maia Wealth LLC | 9,625 | $246K | 0.0% | +6.2% | 0.003% | |
8/12/2025 | Financial Advocates Investment Management | 116,592 | $2.99M | 0.2% | -7.7% | 0.035% | |
8/12/2025 | RiverFront Investment Group LLC | 7,716,661 | $197.55M | 3.9% | -0.6% | 2.298% | |
8/12/2025 | FreeGulliver LLC | 26,056 | $667K | 0.3% | +4.8% | 0.008% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 1,271 | $33K | 0.0% | +113.3% | 0.000% | |
8/12/2025 | Weitzel Financial Services Inc. | 661,917 | $16.92M | 7.2% | +2.8% | 0.197% | |
8/12/2025 | CreativeOne Wealth LLC | 44,554 | $1.14M | 0.0% | +305.4% | 0.013% | |
8/12/2025 | Maripau Wealth Management LLC | 8,305 | $213K | 0.1% | N/A | 0.002% | |
8/12/2025 | Global Retirement Partners LLC | 385,454 | $9.87M | 0.2% | N/A | 0.115% | |
8/12/2025 | Waterloo Capital L.P. | 9,295 | $238K | 0.0% | -15.7% | 0.003% | |
8/12/2025 | Richard W. Paul & Associates LLC | 13,425 | $344K | 0.1% | +10.9% | 0.004% | |
8/12/2025 | Franklin Resources Inc. | 1,000 | $26K | 0.0% | N/A | 0.000% | |
8/12/2025 | MAI Capital Management | 1,715,318 | $43.91M | 0.3% | +5.9% | 0.511% | |
8/12/2025 | JPMorgan Chase & Co. | 2,499,718 | $63.99M | 0.0% | -2.3% | 0.744% | |
8/12/2025 | Garrett Wealth Advisory Group LLC | 19,727 | $505K | 0.1% | +2.2% | 0.006% | |
8/12/2025 | NFP Retirement Inc. | 53,308 | $1.37M | 0.1% | +1.0% | 0.016% | |
8/12/2025 | PKS Advisory Services LLC | 37,870 | $969K | 0.2% | -4.0% | 0.011% | |
8/11/2025 | TRUE Private Wealth Advisors | 143,297 | $3.67M | 0.4% | +19.3% | 0.043% | |
8/11/2025 | Perennial Investment Advisors LLC | 14,782 | $378K | 0.0% | -8.9% | 0.004% | |
8/11/2025 | Rockbridge Investment Management LCC | 434,268 | $11.12M | 1.2% | +0.7% | 0.129% | |
8/11/2025 | United Advisor Group LLC | 32,204 | $824K | 0.1% | +242.2% | 0.010% | |
8/11/2025 | Pinnacle Wealth Planning Services Inc. | 791,983 | $20.28M | 2.7% | +2.4% | 0.236% | |
8/11/2025 | PAX Financial Group LLC | 298,628 | $7.65M | 1.5% | -10.6% | 0.089% | |
8/11/2025 | Western Wealth Management LLC | 11,608 | $297K | 0.0% | -13.5% | 0.003% | |
8/8/2025 | Rockefeller Capital Management L.P. | 791,713 | $20.27M | 0.1% | +0.5% | 0.235% | |
8/8/2025 | Kingsview Wealth Management LLC | 2,082,333 | $53.31M | 0.9% | +1.4% | 0.619% | |
8/8/2025 | Collaborative Wealth Managment Inc. | 15,176 | $389K | 0.2% | +3.0% | 0.005% | |
8/8/2025 | Avantax Advisory Services Inc. | 245,931 | $6.30M | 0.0% | +1.2% | 0.073% | |
8/8/2025 | Cetera Investment Advisers | 710,779 | $18.20M | 0.0% | -38.2% | 0.211% | |
8/8/2025 | Creative Planning | 741,627 | $18.99M | 0.0% | -3.0% | 0.221% | |
8/8/2025 | Advisory Resource Group | 500,122 | $12.80M | 2.5% | +8.1% | 0.149% | |
8/8/2025 | Meridian Wealth Management LLC | 73,335 | $1.88M | 0.1% | -1.5% | 0.022% | |
8/8/2025 | Empower Advisory Group LLC | 117,392 | $3.01M | 0.0% | +104.6% | 0.035% | |
8/8/2025 | Security Financial Services INC. | 342,644 | $8.77M | 1.5% | +0.3% | 0.102% | |
8/8/2025 | Foundations Investment Advisors LLC | 201,092 | $5.15M | 0.1% | +0.5% | 0.060% | |
8/8/2025 | Hibernia Wealth Partners LLC | 86,164 | $2.21M | 0.7% | +91.0% | 0.026% | |
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8/8/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 41,457 | $1.06M | 0.2% | -29.2% | 0.012% | |
8/8/2025 | Good Life Advisors LLC | 2,841,986 | $72.76M | 4.5% | +2.2% | 0.845% | |
8/8/2025 | Better Money Decisions LLC | 189,378 | $4.85M | 2.9% | +10.2% | 0.056% | |
8/7/2025 | Winch Advisory Services LLC | 68,310 | $1.75M | 0.4% | -4.4% | 0.020% | |
8/7/2025 | Cvfg LLC | 110,667 | $2.83M | 2.2% | +8.1% | 0.033% | |
8/7/2025 | Vise Technologies Inc. | 20,795 | $532K | 0.0% | N/A | 0.006% | |
8/7/2025 | Cahill Financial Advisors Inc. | 112,736 | $2.89M | 0.4% | +4.2% | 0.034% | |
8/7/2025 | Allworth Financial LP | 188,985 | $4.84M | 0.0% | -1.9% | 0.056% | |
8/7/2025 | Americana Partners LLC | 961,561 | $24.62M | 0.8% | +7.2% | 0.286% | |
8/6/2025 | Bensler LLC | 873,067 | $22.35M | 2.5% | -13.7% | 0.260% | |