8/29/2025 | Evolution Wealth Management Inc. | 2,726 | $143K | 0.2% | N/A | 0.001% | |
8/27/2025 | Orion Porfolio Solutions LLC | 93,910 | $4.92M | 0.0% | -42.1% | 0.018% | |
8/26/2025 | Thrivent Financial for Lutherans | 14,787 | $774K | 0.0% | -97.6% | 0.003% | |
8/25/2025 | Promus Capital LLC | 191,665 | $10.03M | 6.5% | +22.4% | 0.037% | |
8/25/2025 | Silverlake Wealth Management LLC | 7,093 | $371K | 0.1% | N/A | 0.001% | |
8/22/2025 | TT Capital Management LLC | 21,266 | $1.06M | 0.4% | N/A | 0.004% | |
8/20/2025 | Coppell Advisory Solutions LLC | 30,302 | $1.58M | 0.2% | N/A | 0.006% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 4,975 | $260K | 0.0% | N/A | 0.001% | |
8/19/2025 | Cape Investment Advisory Inc. | 6,391 | $335K | 0.1% | +4.0% | 0.001% | |
8/19/2025 | Advisory Services Network LLC | 21,921 | $1.16M | 0.0% | +4.7% | 0.004% | |
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8/18/2025 | Tyler Stone Wealth Management | 75,299 | $3.94M | 0.6% | -1.6% | 0.015% | |
8/18/2025 | Tactive Advisors LLC | 5,000 | $262K | 0.1% | N/A | 0.001% | |
8/18/2025 | N.E.W. Advisory Services LLC | 1,372,477 | $71.84M | 7.0% | -27.8% | 0.268% | |
8/18/2025 | Geneos Wealth Management Inc. | 562,442 | $29.44M | 0.7% | +3.0% | 0.110% | |
8/18/2025 | Kestra Investment Management LLC | 8,168 | $428K | 0.0% | +26.8% | 0.002% | |
8/16/2025 | Evergreen Capital Management LLC | 7,469 | $391K | 0.0% | N/A | 0.001% | |
8/15/2025 | Tower Research Capital LLC TRC | 10,320 | $540K | 0.0% | -61.9% | 0.002% | |
8/15/2025 | First Heartland Consultants Inc. | 350,380 | $18.34M | 1.6% | +4.5% | 0.068% | |
8/15/2025 | Asset Allocation Strategies LLC | 113,946 | $5.96M | 1.1% | -32.1% | 0.022% | |
8/15/2025 | Corient Private Wealth LLC | 1,838,839 | $96.25M | 0.1% | +103.6% | 0.359% | |
8/15/2025 | Equitable Holdings Inc. | 4,879,270 | $255.38M | 2.1% | +10.0% | 0.952% | |
8/15/2025 | Florida Financial Advisors LLC | 94,485 | $5.00M | 1.6% | -19.9% | 0.018% | |
8/15/2025 | Optimist Retirement Group LLC | 231,117 | $12.10M | 5.8% | -0.8% | 0.045% | |
8/15/2025 | Captrust Financial Advisors | 71,921 | $3.76M | 0.0% | -1.1% | 0.014% | |
8/15/2025 | Lantern Wealth Advisors LLC | 14,465 | $757K | 0.4% | N/A | 0.003% | |
8/15/2025 | Visionary Wealth Advisors | 416,777 | $21.81M | 1.1% | +4.5% | 0.081% | |
8/15/2025 | Tidal Investments LLC | 43,000 | $2.25M | 0.0% | -17.2% | 0.008% | |
8/15/2025 | Scott Marsh Financial LLC | 17,402 | $911K | 0.3% | N/A | 0.003% | |
8/15/2025 | Smartleaf Asset Management LLC | 18,083 | $942K | 0.1% | +477.2% | 0.004% | |
8/15/2025 | Redwood Financial Network Corp | 28,453 | $1.49M | 1.0% | +3.6% | 0.006% | |
8/15/2025 | Redwood Investment Management LLC | 26,620 | $1.39M | 0.1% | -1.2% | 0.005% | |
8/15/2025 | Orion Porfolio Solutions LLC | 93,910 | $4.92M | 0.0% | -42.1% | 0.018% | |
8/15/2025 | MML Investors Services LLC | 909,779 | $47.62M | 0.1% | +20.1% | 0.178% | |
8/15/2025 | Mission Creek Capital Partners Inc. | 6,273 | $328K | 0.1% | -4.5% | 0.001% | |
8/15/2025 | Modern Wealth Management LLC | 836,916 | $43.80M | 1.1% | -36.0% | 0.163% | |
8/15/2025 | HRT Financial LP | 62,533 | $3.27M | 0.0% | +543.3% | 0.012% | |
8/15/2025 | IHT Wealth Management LLC | 1,339,077 | $70.09M | 1.9% | +12.6% | 0.261% | |
8/15/2025 | Great Valley Advisor Group Inc. | 545,177 | $28.53M | 0.6% | +5.9% | 0.106% | |
8/15/2025 | Gallagher Fiduciary Advisors LLC | 6,506 | $341K | 0.0% | +26.1% | 0.001% | |
8/15/2025 | Garden State Investment Advisory Services LLC | 11,118 | $582K | 0.1% | -36.7% | 0.002% | |
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8/15/2025 | EP Wealth Advisors LLC | 48,010 | $2.51M | 0.0% | +11.6% | 0.009% | |
8/15/2025 | Benjamin Edwards Inc. | 1,596,810 | $83.58M | 1.1% | +24.1% | 0.312% | |
8/15/2025 | BNP Paribas Financial Markets | 32,000 | $1.68M | 0.0% | -86.3% | 0.006% | |
8/15/2025 | Bank of America Corp DE | 6,478,462 | $339.08M | 0.0% | +5.5% | 1.264% | |
8/15/2025 | AQR Capital Management LLC | 91,561 | $4.79M | 0.0% | +39.1% | 0.018% | |
8/15/2025 | Ameriprise Financial Inc. | 8,271,005 | $432.85M | 0.1% | -7.9% | 1.614% | |
8/14/2025 | Connecticut Wealth Management LLC | 3,051,332 | $159.71M | 7.6% | +11.4% | 0.595% | |
8/14/2025 | Graney & King LLC | 59,213 | $3.10M | 2.1% | -81.5% | 0.012% | |
8/14/2025 | Ausdal Financial Partners Inc. | 32,084 | $1.68M | 0.1% | -21.2% | 0.006% | |
8/14/2025 | Raymond James Financial Inc. | 5,821,052 | $304.67M | 0.1% | +1.4% | 1.136% | |
8/14/2025 | Darwin Wealth Management LLC | 2,877 | $151K | 0.1% | N/A | 0.001% | |
8/14/2025 | Quantinno Capital Management LP | 43,879 | $2.30M | 0.0% | -27.4% | 0.009% | |
8/14/2025 | Diversify Wealth Management LLC | 910,472 | $48.91M | 3.0% | +12.2% | 0.178% | |
8/14/2025 | Diversify Advisory Services LLC | 385,994 | $20.74M | 0.8% | +29.2% | 0.075% | |
8/14/2025 | Peapack Gladstone Financial Corp | 5,644 | $295K | 0.0% | N/A | 0.001% | |
8/14/2025 | Tennessee Valley Asset Management Partners | 711,937 | $37.26M | 9.5% | +3.1% | 0.139% | |
8/14/2025 | Hamilton Capital LLC | 414,863 | $21.71M | 1.2% | +4.3% | 0.081% | |
8/14/2025 | Faithward Advisors LLC | 49,001 | $2.57M | 0.4% | +4.2% | 0.010% | |
8/14/2025 | Sei Investments Co. | 9,194 | $481K | 0.0% | -12.8% | 0.002% | |
8/14/2025 | Frisch Financial Group Inc. | 20,017 | $1.05M | 0.3% | +111.1% | 0.004% | |
8/14/2025 | Potentia Wealth | 418,146 | $21.89M | 12.5% | +7.4% | 0.082% | |
8/14/2025 | NewEdge Advisors LLC | 564,782 | $29.56M | 0.2% | +9.9% | 0.110% | |
8/14/2025 | Pecaut & CO. | 181,480 | $9.50M | 3.2% | +5.0% | 0.035% | |
8/14/2025 | Qube Research & Technologies Ltd | 10,800 | $565K | 0.0% | +28.5% | 0.002% | |
8/14/2025 | Hunting Hill Global Capital LLC | 183,379 | $9.60M | 2.6% | N/A | 0.036% | |
8/14/2025 | Sentinus LLC | 6,782 | $355K | 0.1% | N/A | 0.001% | |
8/14/2025 | Acorn Wealth Advisors LLC | 9,090 | $476K | 0.2% | +10.8% | 0.002% | |
8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 2,096,598 | $109.74M | 4.2% | +4.2% | 0.409% | |
8/14/2025 | SVB Wealth LLC | 65,766 | $3.44M | 0.2% | -23.3% | 0.013% | |
8/14/2025 | Vertex Planning Partners LLC | 54,259 | $2.84M | 0.6% | +1.3% | 0.011% | |
8/14/2025 | Cary Street Partners Financial LLC | 258,306 | $13.52M | 0.4% | -13.1% | 0.050% | |
8/14/2025 | Cerity Partners LLC | 3,455,643 | $180.87M | 0.3% | +0.5% | 0.674% | |
8/13/2025 | Cary Street Partners Investment Advisory LLC | 66,725 | $3.49M | 1.7% | +14.3% | 0.013% | |
8/13/2025 | Victory Financial Group LLC | 4,679 | $245K | 0.0% | -55.7% | 0.001% | |
8/13/2025 | Idaho Trust Co | 63,679 | $3.33M | 1.2% | -2.6% | 0.012% | |
8/13/2025 | Shepherd Financial Partners LLC | 517,826 | $27.10M | 2.9% | +16.5% | 0.101% | |
8/13/2025 | Flow Traders U.S. LLC | 6,941 | $363K | 0.0% | -8.2% | 0.001% | |
8/13/2025 | Vance Wealth LLC | 52,928 | $2.77M | 0.9% | -8.0% | 0.010% | |
8/13/2025 | Cresset Asset Management LLC | 22,165 | $1.16M | 0.0% | -5.6% | 0.004% | |
8/13/2025 | Gateway Wealth Partners LLC | 105,604 | $5.53M | 1.0% | +11.3% | 0.021% | |
8/13/2025 | Marshall Wace LLP | 57,469 | $3.01M | 0.0% | N/A | 0.011% | |
8/13/2025 | Baird Financial Group Inc. | 332,418 | $17.40M | 0.0% | -7.1% | 0.065% | |
8/13/2025 | Raab & Moskowitz Asset Management LLC | 54,553 | $2.86M | 0.7% | -7.0% | 0.011% | |
8/13/2025 | Invesco Ltd. | 28,844 | $1.51M | 0.0% | -6.0% | 0.006% | |
8/13/2025 | CW Advisors LLC | 16,671 | $873K | 0.0% | N/A | 0.003% | |
8/13/2025 | JT Stratford LLC | 47,303 | $2.48M | 0.4% | +0.4% | 0.009% | |
8/13/2025 | Elios Financial Group Inc. | 32,093 | $1.68M | 0.8% | +9.4% | 0.006% | |
8/13/2025 | IAG Wealth Partners LLC | 109,310 | $5.72M | 0.8% | +37.2% | 0.021% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 6,885 | $370K | 0.1% | N/A | 0.001% | |
8/13/2025 | Nicolet Bankshares Inc. | 1,106,250 | $57.90M | 10.0% | +2.1% | 0.216% | |
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8/13/2025 | WCG Wealth Advisors LLC | 54,272 | $2.84M | 0.2% | -3.4% | 0.011% | |
8/13/2025 | M&T Bank Corp | 194,981 | $10.21M | 0.0% | -0.4% | 0.038% | |
8/13/2025 | MBM Wealth Consultants LLC | 57,596 | $3.02M | 0.8% | +2.2% | 0.011% | |
8/13/2025 | Willis Johnson & Associates Inc. | 4,392,930 | $229.93M | 15.6% | +6.3% | 0.857% | |
8/13/2025 | Edgestream Partners L.P. | 8,000 | $419K | 0.0% | +18.9% | 0.002% | |
8/13/2025 | VestGen Advisors LLC | 170,691 | $8.93M | 0.4% | -10.1% | 0.033% | |
8/13/2025 | Millington Financial Advisors LLC | 268,554 | $14.41M | 7.3% | +0.2% | 0.052% | |
8/13/2025 | Leslie Global Wealth LLC | 376,239 | $19.69M | 10.5% | +3.2% | 0.073% | |
8/13/2025 | Lido Advisors LLC | 90,683 | $4.75M | 0.0% | -2.6% | 0.018% | |
8/13/2025 | Tobias Financial Advisors Inc. | 19,784 | $1.04M | 0.2% | -2.3% | 0.004% | |