8/27/2025 | Orion Porfolio Solutions LLC | 67,793 | $4.83M | 0.0% | -5.8% | 0.033% | |
8/26/2025 | Thrivent Financial for Lutherans | 40,364 | $2.88M | 0.0% | -76.6% | 0.020% | |
8/20/2025 | Coppell Advisory Solutions LLC | 11,834 | $838K | 0.1% | -40.8% | 0.006% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 1,013 | $72K | 0.0% | N/A | 0.000% | |
8/19/2025 | Advisory Services Network LLC | 21,456 | $1.53M | 0.0% | +10.0% | 0.010% | |
8/18/2025 | Tyler Stone Wealth Management | 21,720 | $1.55M | 0.2% | N/A | 0.011% | |
8/18/2025 | Geneos Wealth Management Inc. | 17,875 | $1.27M | 0.0% | -41.4% | 0.009% | |
8/16/2025 | Evergreen Capital Management LLC | 332,014 | $23.66M | 0.7% | +3.9% | 0.162% | |
8/16/2025 | Headlands Technologies LLC | 2,343 | $167K | 0.0% | -23.7% | 0.001% | |
8/15/2025 | Strategic Investment Advisors MI | 9,276 | $661K | 0.1% | -4.4% | 0.005% | |
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8/15/2025 | Nikulski Financial Inc. | 150,962 | $10.76M | 2.9% | -0.3% | 0.074% | |
8/15/2025 | Corient Private Wealth LLC | 465,181 | $33.15M | 0.0% | -3.9% | 0.227% | |
8/15/2025 | Equitable Holdings Inc. | 1,320,290 | $94.08M | 0.8% | +6.3% | 0.645% | |
8/15/2025 | Captrust Financial Advisors | 79,137 | $5.64M | 0.0% | +372.6% | 0.039% | |
8/15/2025 | Prevail Innovative Wealth Advisors LLC | 103,910 | $7.41M | 1.7% | +15.2% | 0.051% | |
8/15/2025 | Fidelity D & D Bancorp Inc. | 75,471 | $5.38M | 3.3% | +11.6% | 0.037% | |
8/15/2025 | Visionary Wealth Advisors | 22,907 | $1.63M | 0.1% | +19.1% | 0.011% | |
8/15/2025 | Snowden Capital Advisors LLC | 248,507 | $17.71M | 0.5% | +1.7% | 0.121% | |
8/15/2025 | Redwood Financial Network Corp | 12,001 | $855K | 0.6% | +9.3% | 0.006% | |
8/15/2025 | Riggs Asset Managment Co. Inc. | 82,366 | $5.87M | 1.4% | +0.3% | 0.040% | |
8/15/2025 | Ruggaard & Associates LLC | 158,963 | $11.33M | 4.6% | N/A | 0.078% | |
8/15/2025 | Orion Porfolio Solutions LLC | 195,013 | $13.90M | 0.1% | +171.0% | 0.095% | |
8/15/2025 | MML Investors Services LLC | 639,221 | $45.55M | 0.1% | +14.7% | 0.312% | |
8/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 18,780 | $1.34M | 0.2% | -15.0% | 0.009% | |
8/15/2025 | IHT Wealth Management LLC | 148,383 | $10.57M | 0.3% | +13.4% | 0.072% | |
8/15/2025 | Great Valley Advisor Group Inc. | 19,382 | $1.38M | 0.0% | +14.8% | 0.009% | |
8/15/2025 | Gallagher Fiduciary Advisors LLC | 3,794 | $270K | 0.0% | N/A | 0.002% | |
8/15/2025 | EP Wealth Advisors LLC | 15,760 | $1.12M | 0.0% | +24.6% | 0.008% | |
8/15/2025 | BNP Paribas Financial Markets | 1,146 | $82K | 0.0% | -17.1% | 0.001% | |
8/15/2025 | Balanced Rock Investment Advisors LLC | 61,782 | $4.40M | 3.5% | N/A | 0.030% | |
8/15/2025 | Bank of America Corp DE | 4,360,942 | $310.76M | 0.0% | +6.4% | 2.130% | |
8/15/2025 | Ameriprise Financial Inc. | 9,247,520 | $658.85M | 0.2% | +68.0% | 4.516% | |
8/14/2025 | Ausdal Financial Partners Inc. | 14,421 | $1.03M | 0.1% | +49.5% | 0.007% | |
8/14/2025 | Raymond James Financial Inc. | 3,869,397 | $275.73M | 0.1% | +61.2% | 1.890% | |
8/14/2025 | Chicago Wealth Management Inc. | 156,118 | $11.13M | 5.3% | -0.3% | 0.076% | |
8/14/2025 | Betterment LLC | 10,969 | $782K | 0.0% | +60.4% | 0.005% | |
8/14/2025 | Quantinno Capital Management LP | 7,070 | $504K | 0.0% | +7.3% | 0.003% | |
8/14/2025 | Diversify Wealth Management LLC | 8,268 | $598K | 0.0% | +106.4% | 0.004% | |
8/14/2025 | HUB Investment Partners LLC | 4,668 | $333K | 0.0% | N/A | 0.002% | |
8/14/2025 | NewEdge Advisors LLC | 123,019 | $8.77M | 0.0% | +3.4% | 0.060% | |
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8/14/2025 | Qube Research & Technologies Ltd | 271,921 | $19.38M | 0.0% | +82.7% | 0.133% | |
8/14/2025 | Sentinus LLC | 10,448 | $745K | 0.2% | N/A | 0.005% | |
8/14/2025 | Cerity Partners LLC | 130,753 | $9.32M | 0.0% | +113.1% | 0.064% | |
8/13/2025 | PGIM Custom Harvest LLC | 7,572 | $540K | 0.0% | +7.0% | 0.004% | |
8/13/2025 | Cresset Asset Management LLC | 254,108 | $18.11M | 0.1% | +3.8% | 0.124% | |
8/13/2025 | Gateway Wealth Partners LLC | 4,740 | $338K | 0.1% | -14.6% | 0.002% | |
8/13/2025 | Brown Advisory Inc. | 15,535 | $1.11M | 0.0% | +1.1% | 0.008% | |
8/13/2025 | M Holdings Securities Inc. | 17,366 | $1.23M | 0.2% | N/A | 0.008% | |
8/13/2025 | Milestone Investment Advisors LLC | 532,920 | $37.98M | 9.9% | -2.2% | 0.260% | |
8/13/2025 | Baird Financial Group Inc. | 208,184 | $14.84M | 0.0% | +458.9% | 0.102% | |
8/13/2025 | Dynamic Wealth Strategies LLC | 94,910 | $6.76M | 4.9% | +4.6% | 0.046% | |
8/13/2025 | Invesco Ltd. | 115,321 | $8.22M | 0.0% | +53.5% | 0.056% | |
8/13/2025 | CW Advisors LLC | 17,122 | $1.22M | 0.0% | +72.8% | 0.008% | |
8/13/2025 | IAG Wealth Partners LLC | 82,515 | $5.88M | 0.8% | -9.0% | 0.040% | |
8/13/2025 | WCG Wealth Advisors LLC | 205,459 | $14.64M | 0.9% | +6.4% | 0.100% | |
8/13/2025 | Beacon Pointe Advisors LLC | 10,429 | $743K | 0.0% | -16.6% | 0.005% | |
8/13/2025 | Lido Advisors LLC | 218,855 | $15.60M | 0.1% | -1.5% | 0.107% | |
8/13/2025 | Denver Wealth Management Inc. | 27,952 | $1.99M | 0.8% | +235.0% | 0.014% | |
8/13/2025 | Level Four Advisory Services LLC | 13,971 | $996K | 0.0% | -1.2% | 0.007% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,843,952 | $131.40M | 0.1% | +9.6% | 0.900% | |
8/13/2025 | Mayfair Advisory Group LLC | 33,574 | $2.42M | 1.2% | +14.9% | 0.016% | |
8/13/2025 | Integrity Investment Advisors LLC | 98,361 | $7.01M | 5.4% | +9.1% | 0.048% | |
8/13/2025 | Vermillion & White Wealth Management Group LLC | 21,339 | $1.52M | 1.0% | N/A | 0.010% | |
8/13/2025 | Choreo LLC | 5,533 | $394K | 0.0% | N/A | 0.003% | |
8/12/2025 | J.W. Cole Advisors Inc. | 54,463 | $3.88M | 0.1% | +3.2% | 0.027% | |
8/12/2025 | Richmond Investment Services LLC | 26,256 | $1.87M | 0.4% | +181.3% | 0.013% | |
8/12/2025 | SlateStone Wealth LLC | 12,237 | $872K | 0.1% | -5.2% | 0.006% | |
8/12/2025 | Financial Advocates Investment Management | 141,025 | $10.05M | 0.8% | N/A | 0.069% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 261,438 | $18.63M | 0.1% | +71.3% | 0.128% | |
8/12/2025 | Insigneo Advisory Services LLC | 5,516 | $393K | 0.0% | N/A | 0.003% | |
8/12/2025 | CreativeOne Wealth LLC | 13,680 | $975K | 0.0% | +89.5% | 0.007% | |
8/12/2025 | Jefferies Financial Group Inc. | 282,958 | $20.16M | 0.2% | +3.7% | 0.138% | |
8/12/2025 | Global Retirement Partners LLC | 228,220 | $16.26M | 0.4% | N/A | 0.111% | |
8/12/2025 | Vestor Capital LLC | 2,079 | $148K | 0.0% | -58.3% | 0.001% | |
8/12/2025 | WealthBridge Capital Management LLC | 8,336 | $594K | 0.2% | -1.8% | 0.004% | |
8/12/2025 | Cozad Asset Management Inc. | 251,522 | $17.92M | 1.6% | +2.9% | 0.123% | |
8/12/2025 | Sfmg LLC | 1,630,713 | $116.21M | 8.7% | +0.7% | 0.796% | |
8/12/2025 | Journey Strategic Wealth LLC | 6,165 | $439K | 0.0% | -6.3% | 0.003% | |
8/12/2025 | MAI Capital Management | 97,041 | $6.92M | 0.0% | -5.7% | 0.047% | |
8/12/2025 | JPMorgan Chase & Co. | 278,848 | $19.87M | 0.0% | +10.6% | 0.136% | |
8/12/2025 | Prudential PLC | 37,500 | $2.67M | 0.0% | +70.5% | 0.018% | |
8/12/2025 | Wisconsin Wealth Advisors LLC | 31,217 | $2.23M | 2.6% | +171.5% | 0.015% | |
8/12/2025 | Lionshead Wealth Management LLC | 60,227 | $4.29M | 4.0% | +17.2% | 0.029% | |
8/12/2025 | Weaver Consulting Group | 58,426 | $4.16M | 1.2% | +137.0% | 0.029% | |
8/12/2025 | NFP Retirement Inc. | 102,787 | $7.33M | 0.5% | -2.3% | 0.050% | |
8/11/2025 | TD Waterhouse Canada Inc. | 29,919 | $2.14M | 0.0% | -6.7% | 0.015% | |
8/11/2025 | Performa Ltd US LLC | 102,749 | $7.32M | 2.2% | +3.2% | 0.051% | |
8/11/2025 | HHM Wealth Advisors LLC | 22,476 | $1.60M | 0.2% | -3.5% | 0.011% | |
8/11/2025 | Wealthspire Advisors LLC | 3,548 | $253K | 0.0% | -25.6% | 0.002% | |
8/11/2025 | Perennial Investment Advisors LLC | 449,341 | $32.02M | 3.1% | +38.4% | 0.221% | |
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8/11/2025 | Inspire Advisors LLC | 4,095 | $292K | 0.0% | -16.7% | 0.002% | |
8/11/2025 | First American Trust FSB | 3,989 | $284K | 0.0% | +5.3% | 0.002% | |
8/11/2025 | Dorsey & Whitney Trust CO LLC | 2,892 | $206K | 0.0% | N/A | 0.001% | |
8/11/2025 | PAX Financial Group LLC | 24,105 | $1.72M | 0.3% | -12.2% | 0.012% | |
8/11/2025 | Western Wealth Management LLC | 64,640 | $4.61M | 0.3% | +1.6% | 0.032% | |
8/8/2025 | Tortoise Investment Management LLC | 10,001 | $713K | 0.1% | -18.7% | 0.005% | |
8/8/2025 | Rockefeller Capital Management L.P. | 123,136 | $8.78M | 0.0% | +38.3% | 0.061% | |
8/8/2025 | Kingsview Wealth Management LLC | 110,242 | $7.86M | 0.1% | +22.7% | 0.054% | |
8/8/2025 | Citizens Financial Group Inc. RI | 27,380 | $1.95M | 0.0% | +33.2% | 0.013% | |
8/8/2025 | Horizon Family Wealth Inc. | 11,173 | $796K | 0.5% | N/A | 0.005% | |