8/8/2025 | Cetera Investment Advisers | 89,558 | $17.45M | 0.0% | -2.1% | 0.641% | |
8/8/2025 | Creative Planning | 25,793 | $5.03M | 0.0% | -2.0% | 0.185% | |
8/8/2025 | Empower Advisory Group LLC | 348,715 | $67.94M | 0.2% | +2.3% | 2.495% | |
8/8/2025 | Foundations Investment Advisors LLC | 17,482 | $3.41M | 0.1% | +5.6% | 0.125% | |
8/8/2025 | Richmond Brothers Inc. | 17,886 | $3.49M | 2.3% | -9.3% | 0.128% | |
8/8/2025 | Bailard Inc. | 3,498 | $682K | 0.0% | +18.6% | 0.025% | |
8/8/2025 | PNC Financial Services Group Inc. | 46,127 | $8.99M | 0.0% | -6.0% | 0.330% | |
8/7/2025 | Birchcreek Wealth Management LLC | 1,516 | $295K | 0.2% | +3.5% | 0.011% | |
8/7/2025 | Allworth Financial LP | 989 | $193K | 0.0% | +563.8% | 0.007% | |
8/7/2025 | PFG Advisors | 1,098 | $214K | 0.0% | N/A | 0.008% | |
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8/6/2025 | Prospera Financial Services Inc | 12,888 | $2.52M | 0.0% | +169.8% | 0.092% | |
8/6/2025 | AE Wealth Management LLC | 300 | $58K | 0.0% | -66.5% | 0.002% | |
8/6/2025 | Bonfire Financial | 5,227 | $1.02M | 0.8% | +4.9% | 0.037% | |
8/6/2025 | KCM Investment Advisors LLC | 38,231 | $7.45M | 0.2% | -3.4% | 0.273% | |
8/6/2025 | Wedbush Securities Inc. | 2,276 | $443K | 0.0% | -27.7% | 0.016% | |
8/6/2025 | Bryn Mawr Trust Advisors LLC | 1,526 | $297K | 0.0% | -6.2% | 0.011% | |
8/6/2025 | Golden State Wealth Management LLC | 1,550 | $302K | 0.0% | -29.6% | 0.011% | |
8/5/2025 | Mason Investment Advisory Services Inc. | 2,945 | $574K | 0.0% | +4.0% | 0.021% | |
8/5/2025 | Huntington National Bank | 944 | $184K | 0.0% | -15.5% | 0.007% | |
8/5/2025 | Bank of Montreal Can | 2,075 | $404K | 0.0% | -7.6% | 0.015% | |
8/5/2025 | Sigma Planning Corp | 20,176 | $3.93M | 0.1% | +7.1% | 0.144% | |
8/5/2025 | Mission Wealth Management LP | 1,391 | $271K | 0.0% | N/A | 0.010% | |
8/5/2025 | TIAA Trust National Association | 1,539 | $300K | 0.0% | -24.3% | 0.011% | |
8/5/2025 | Elm Partners Management LLC | 1,444 | $281K | 0.0% | N/A | 0.010% | |
8/4/2025 | Silver Coast Investments LLC | 16,467 | $3.21M | 1.2% | +2.1% | 0.118% | |
8/4/2025 | Simon Quick Advisors LLC | 10,131 | $1.97M | 0.1% | N/A | 0.072% | |
8/4/2025 | Atria Investments Inc | 10,707 | $2.09M | 0.0% | -9.2% | 0.077% | |
8/4/2025 | Assetmark Inc. | 3,364 | $655K | 0.0% | +51.3% | 0.024% | |
8/1/2025 | Brookwood Investment Group LLC | 1,387 | $270K | 0.0% | -5.8% | 0.010% | |
8/1/2025 | Envestnet Asset Management Inc. | 220,736 | $43.01M | 0.0% | -25.4% | 1.579% | |
7/31/2025 | Wealthfront Advisers LLC | 2,737 | $533K | 0.0% | -9.9% | 0.020% | |
7/31/2025 | Conservest Capital Advisors Inc. | 2,563 | $499K | 0.0% | N/A | 0.018% | |
7/31/2025 | Brighton Jones LLC | 6,137 | $1.20M | 0.0% | +4.2% | 0.044% | |
7/31/2025 | Sharper & Granite LLC | 6,985 | $1.41M | 0.5% | +26.5% | 0.050% | |
7/30/2025 | Freedom Investment Management Inc. | 1,721 | $335K | 0.0% | -4.2% | 0.012% | |
7/30/2025 | Axiom Financial Strategies LLC | 9,278 | $1.81M | 1.0% | -1.0% | 0.066% | |
7/30/2025 | Phillips Financial Management LLC | 3,858 | $752K | 0.1% | +4.0% | 0.028% | |
7/30/2025 | Retirement Planning Group LLC | 1,766 | $344K | 0.0% | -7.5% | 0.013% | |
7/30/2025 | D.A. Davidson & CO. | 6,579 | $1.28M | 0.0% | -8.7% | 0.047% | |
7/30/2025 | WBH Advisory Inc. | 4,342 | $846K | 0.1% | -2.2% | 0.031% | |
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7/29/2025 | Aspiriant LLC | 2,324 | $453K | 0.0% | -19.6% | 0.017% | |
7/29/2025 | Stratos Wealth Partners LTD. | 4,179 | $814K | 0.0% | -33.4% | 0.030% | |
7/28/2025 | Sagace Wealth Management LLC | 10,250 | $2.00M | 1.5% | -54.1% | 0.073% | |
7/28/2025 | Mutual Advisors LLC | 2,006 | $411K | 0.0% | +73.7% | 0.014% | |
7/28/2025 | Founders Grove Wealth Partners LLC | 6,506 | $1.27M | 0.3% | +1.3% | 0.047% | |
7/28/2025 | Axxcess Wealth Management LLC | 2,301 | $448K | 0.0% | -6.0% | 0.016% | |
7/25/2025 | Atria Wealth Solutions Inc. | 17,025 | $3.38M | 0.1% | -31.2% | 0.122% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 9,753 | $1.90M | 0.0% | -46.3% | 0.070% | |
7/25/2025 | Sequoia Financial Advisors LLC | 2,691 | $524K | 0.0% | -5.4% | 0.019% | |
7/25/2025 | GW Henssler & Associates Ltd. | 64,609 | $12.59M | 0.7% | N/A | 0.462% | |
7/25/2025 | LRI Investments LLC | 23,783 | $4.63M | 0.4% | +7.5% | 0.170% | |
7/25/2025 | CWM LLC | 294 | $57K | 0.0% | +58.9% | 0.002% | |
7/25/2025 | Lodestar Private Asset Management LLC | 1,029 | $200K | 0.0% | N/A | 0.007% | |
7/25/2025 | Concurrent Investment Advisors LLC | 4,729 | $921K | 0.0% | +1.4% | 0.034% | |
7/24/2025 | Comprehensive Money Management Services LLC | 5,122 | $998K | 0.8% | -3.6% | 0.037% | |
7/24/2025 | Strengthening Families & Communities LLC | 43,231 | $8.41M | 4.6% | -4.4% | 0.309% | |
7/24/2025 | Blair William & Co. IL | 2,401 | $468K | 0.0% | -70.7% | 0.017% | |
7/23/2025 | Clear Creek Financial Management LLC | 13,008 | $2.53M | 0.2% | N/A | 0.095% | |
7/23/2025 | Narwhal Capital Management | 5,633 | $1.10M | 0.1% | -56.0% | 0.041% | |
7/23/2025 | NBT Bank N A NY | 222 | $43K | 0.0% | +33.7% | 0.002% | |
7/23/2025 | Madden Advisory Services Inc. | 1,618 | $315K | 0.1% | +5.5% | 0.012% | |
7/23/2025 | Stephen J. Garry & Associates LLC | 3,345 | $652K | 0.6% | -12.5% | 0.024% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 2,998 | $584K | 0.0% | -19.8% | 0.022% | |
7/22/2025 | Joule Financial LLC | 3,857 | $751K | 0.2% | +3.2% | 0.028% | |
7/22/2025 | Global Strategic Investment Solutions LLC | 11,580 | $2.26M | 0.2% | -0.7% | 0.085% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 22,965 | $4.47M | 0.1% | +4.3% | 0.168% | |
7/21/2025 | Curran Financial Partners LLC | 4,609 | $898K | 0.2% | N/A | 0.034% | |
7/21/2025 | Ameritas Advisory Services LLC | 5,673 | $1.11M | 0.1% | -8.6% | 0.041% | |
7/21/2025 | Exchange Capital Management Inc. | 25,045 | $4.88M | 0.7% | -0.4% | 0.183% | |
7/18/2025 | McGuire Investment Group LLC | 1,057 | $206K | 0.0% | N/A | 0.008% | |
7/18/2025 | O ROURKE & COMPANY Inc | 1,664 | $324K | 0.2% | -18.4% | 0.012% | |
7/18/2025 | Truist Financial Corp | 10,635 | $2.07M | 0.0% | +5.8% | 0.076% | |
7/17/2025 | Alliance Wealth Advisors LLC | 2,533 | $494K | 0.3% | -2.4% | 0.018% | |
7/17/2025 | Janney Montgomery Scott LLC | 8,633 | $1.68M | 0.0% | +1.3% | 0.062% | |
7/17/2025 | Beacon Capital Management LLC | 315 | $61K | 0.0% | -34.9% | 0.002% | |
7/17/2025 | Sage Rhino Capital LLC | 10,336 | $2.01M | 0.4% | -13.3% | 0.074% | |
7/16/2025 | Prairiewood Capital LLC | 9,793 | $1.91M | 0.7% | +9.8% | 0.070% | |
7/16/2025 | CX Institutional | 4,044 | $788K | 0.0% | +119.8% | 0.029% | |
7/15/2025 | BNC Wealth Management LLC | 1,062 | $207K | 0.1% | -5.3% | 0.008% | |
7/15/2025 | CGN Advisors LLC | 3,182 | $620K | 0.1% | N/A | 0.023% | |
7/15/2025 | Optima Capital LLC | 2,761 | $538K | 0.3% | -33.9% | 0.020% | |
7/14/2025 | Buska Wealth Management LLC | 19,871 | $3.87M | 1.1% | -26.8% | 0.142% | |
7/14/2025 | Armstrong Advisory Group Inc. | 194 | $38K | 0.0% | -31.9% | 0.001% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 1,871 | $365K | 0.0% | -5.5% | 0.013% | |
7/11/2025 | Farther Finance Advisors LLC | 3,437 | $670K | 0.0% | +18.4% | 0.025% | |
7/11/2025 | CX Institutional | 4,044 | $788K | 0.0% | +119.8% | 0.029% | |
7/10/2025 | Exchange Traded Concepts LLC | 12,004 | $2.34M | 0.0% | -3.0% | 0.087% | |
7/10/2025 | NorthCrest Asset Manangement LLC | 3,979 | $806K | 0.0% | -3.9% | 0.029% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 12,920 | $2.62M | 0.0% | +1.9% | 0.094% | |
7/10/2025 | Wedmont Private Capital | 1,351 | $273K | 0.0% | N/A | 0.010% | |
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7/9/2025 | MassMutual Private Wealth & Trust FSB | 10,267 | $2M | 0.1% | +2.5% | 0.075% | |
7/8/2025 | Boltwood Capital Management | 1,055 | $206K | 0.1% | N/A | 0.008% | |
7/8/2025 | Parallel Advisors LLC | 2,488 | $485K | 0.0% | -6.7% | 0.018% | |
7/3/2025 | Collective Family Office LLC | 1,531 | $298K | 0.1% | -8.9% | 0.011% | |
7/1/2025 | Park National Corp OH | 48,076 | $9.37M | 0.3% | +7.7% | 0.351% | |
6/27/2025 | Goldman Sachs Group Inc. | 14,817 | $2.80M | 0.0% | +748.6% | 0.108% | |
6/13/2025 | Optima Capital LLC | 4,175 | $788K | 0.5% | -1.8% | 0.032% | |
5/27/2025 | Advisors Capital Management LLC | 3,270 | $618K | 0.0% | +3.9% | 0.025% | |
5/21/2025 | Beacon Capital Management Inc. | 28,092 | $5.40M | 0.3% | -95.0% | 0.215% | |
5/20/2025 | Focus Partners Wealth | 1,438 | $272K | 0.0% | N/A | 0.011% | |