9/12/2025 | Valeo Financial Advisors LLC | 16,048 | $3.80M | 0.1% | +3.4% | 0.006% | |
9/9/2025 | Cambridge Financial Group LLC | 2,151 | $510K | 0.2% | +20.0% | 0.001% | |
9/9/2025 | NWF Advisory Services Inc. | 2,688 | $638K | 0.1% | +16.4% | 0.001% | |
9/4/2025 | ZynergyRetirementPlanningLLC | 1,354 | $321K | 0.2% | -4.1% | 0.001% | |
9/4/2025 | Osaic Holdings Inc. | 739,391 | $174.57M | 0.3% | +16.5% | 0.277% | |
9/3/2025 | American Trust | 190,635 | $45.18M | 4.3% | +51.8% | 0.071% | |
8/29/2025 | Evolution Wealth Management Inc. | 248 | $59K | 0.1% | N/A | 0.000% | |
8/29/2025 | Centaurus Financial Inc. | 2,569 | $609K | 0.0% | +2.6% | 0.001% | |
8/28/2025 | Midwestern Financial LLC IA | 1,806 | $428K | 0.4% | N/A | 0.001% | |
8/27/2025 | Tribridge Partners Financial LLC | 44,528 | $10.55M | 6.2% | N/A | 0.017% | |
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8/27/2025 | Orion Porfolio Solutions LLC | 96,662 | $22.91M | 0.2% | +0.7% | 0.036% | |
8/27/2025 | Squarepoint Ops LLC | 7,209 | $1.71M | 0.0% | -69.0% | 0.003% | |
8/26/2025 | Thrivent Financial for Lutherans | 218,533 | $51.79M | 0.1% | +26.3% | 0.082% | |
8/26/2025 | Claris Financial LLC | 3,943 | $934K | 0.7% | -11.9% | 0.001% | |
8/25/2025 | Promus Capital LLC | 120 | $28K | 0.0% | N/A | 0.000% | |
8/25/2025 | Silverlake Wealth Management LLC | 5,294 | $1.25M | 0.4% | +1.4% | 0.002% | |
8/22/2025 | Carter Financial Group INC. | 1,142 | $272K | 0.2% | N/A | 0.000% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 18,306 | $4.34M | 0.2% | N/A | 0.007% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 453 | $107K | 0.0% | -9.9% | 0.000% | |
8/19/2025 | Cape Investment Advisory Inc. | 2,080 | $493K | 0.2% | +7.9% | 0.001% | |
8/19/2025 | Advisory Services Network LLC | 18,848 | $4.55M | 0.1% | -3.4% | 0.007% | |
8/19/2025 | Anchor Investment Management LLC | 6,847 | $1.62M | 0.1% | -2.9% | 0.003% | |
8/19/2025 | Asset Dedication LLC | 3,742 | $887K | 0.1% | +14.0% | 0.001% | |
8/19/2025 | Hohimer Wealth Management LLC | 8,519 | $2.02M | 0.4% | +1.5% | 0.003% | |
8/18/2025 | Brick & Kyle Associates | 36,726 | $9.06M | 4.0% | +2.2% | 0.014% | |
8/18/2025 | Finward Bancorp | 1,617 | $383K | 0.3% | +22.8% | 0.001% | |
8/18/2025 | Tactive Advisors LLC | 3,641 | $863K | 0.3% | N/A | 0.001% | |
8/18/2025 | N.E.W. Advisory Services LLC | 12,473 | $2.96M | 0.3% | -3.6% | 0.005% | |
8/18/2025 | Geneos Wealth Management Inc. | 12,750 | $3.02M | 0.1% | -8.0% | 0.005% | |
8/18/2025 | Hollencrest Capital Management | 243 | $58K | 0.0% | N/A | 0.000% | |
8/18/2025 | V2 Financial group LLC | 3,548 | $841K | 0.5% | -1.6% | 0.001% | |
8/18/2025 | Westwood Holdings Group Inc. | 27,903 | $6.61M | 0.0% | -0.6% | 0.010% | |
8/18/2025 | Kestra Investment Management LLC | 1,311 | $311K | 0.0% | +8.1% | 0.000% | |
8/18/2025 | Wellington Capital Management Inc. | 996 | $236K | 0.3% | N/A | 0.000% | |
8/18/2025 | Front Row Advisors LLC | 2,048 | $487K | 0.2% | +7.1% | 0.001% | |
8/16/2025 | Evergreen Capital Management LLC | 38,014 | $9.04M | 0.3% | +2.1% | 0.014% | |
8/15/2025 | Strategic Investment Advisors MI | 72,464 | $17.18M | 1.7% | +5.7% | 0.027% | |
8/15/2025 | Nikulski Financial Inc. | 2,264 | $537K | 0.1% | -2.2% | 0.001% | |
8/15/2025 | Tower Research Capital LLC TRC | 43,622 | $10.34M | 0.3% | +242,244.4% | 0.016% | |
8/15/2025 | First Heartland Consultants Inc. | 20,327 | $4.82M | 0.4% | +18.8% | 0.008% | |
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8/15/2025 | Howland Capital Management LLC | 7,447 | $1.77M | 0.1% | -2.5% | 0.003% | |
8/15/2025 | Blue Edge Capital LLC | 848 | $201K | 0.0% | N/A | 0.000% | |
8/15/2025 | Urban Financial Advisory Corp | 1,627 | $386K | 0.2% | +4.2% | 0.001% | |
8/15/2025 | Semmax Financial Advisors Inc. | 8,918 | $2.14M | 0.6% | +0.6% | 0.003% | |
8/15/2025 | Corient Private Wealth LLC | 1,016,812 | $241.69M | 0.3% | +120.8% | 0.381% | |
8/15/2025 | Equitable Holdings Inc. | 353,069 | $83.67M | 0.7% | +11.4% | 0.132% | |
8/15/2025 | Florida Financial Advisors LLC | 1,810 | $429K | 0.1% | -26.8% | 0.001% | |
8/15/2025 | Optimist Retirement Group LLC | 16,503 | $3.91M | 1.9% | -5.0% | 0.006% | |
8/15/2025 | Stonebridge Capital Advisors LLC | 21,165 | $5.02M | 0.4% | +6.0% | 0.008% | |
8/15/2025 | Captrust Financial Advisors | 2,388,456 | $566.02M | 1.3% | +5.7% | 0.894% | |
8/15/2025 | Keel Point LLC | 6,318 | $1.50M | 0.1% | +8.2% | 0.002% | |
8/15/2025 | Vident Advisory LLC | 1,500 | $356K | 0.0% | -71.2% | 0.001% | |
8/15/2025 | Visionary Wealth Advisors | 34,410 | $8.15M | 0.4% | +14.4% | 0.013% | |
8/15/2025 | Tidal Investments LLC | 21,713 | $5.15M | 0.0% | -32.4% | 0.008% | |
8/15/2025 | Smartleaf Asset Management LLC | 1,274 | $302K | 0.0% | +52.2% | 0.000% | |
8/15/2025 | Snowden Capital Advisors LLC | 23,488 | $5.59M | 0.2% | -16.9% | 0.009% | |
8/15/2025 | Ruggaard & Associates LLC | 27,078 | $6.42M | 2.6% | -5.3% | 0.010% | |
8/15/2025 | Oxford Financial Group LTD. LLC | 9,797 | $2.32M | 0.1% | +13.7% | 0.004% | |
8/15/2025 | Orion Porfolio Solutions LLC | 3,866 | $916K | 0.0% | -96.0% | 0.001% | |
8/15/2025 | MML Investors Services LLC | 396,389 | $93.94M | 0.3% | +3.7% | 0.148% | |
8/15/2025 | Monograph Wealth Advisors LLC | 1,347 | $320K | 0.0% | N/A | 0.001% | |
8/15/2025 | McIlrath & Eck LLC | 59,184 | $14.03M | 1.6% | +0.5% | 0.022% | |
8/15/2025 | Mission Creek Capital Partners Inc. | 1,086 | $257K | 0.1% | -37.0% | 0.000% | |
8/15/2025 | Modern Wealth Management LLC | 16,176 | $3.83M | 0.1% | -4.7% | 0.006% | |
8/15/2025 | Lazard Asset Management LLC | 30,996 | $7.35M | 0.0% | -13.0% | 0.012% | |
8/15/2025 | London Co. of Virginia | 427 | $101K | 0.0% | -77.5% | 0.000% | |
8/15/2025 | Helium Advisors LLC | 1,091 | $258K | 0.2% | N/A | 0.000% | |
8/15/2025 | IHT Wealth Management LLC | 13,559 | $3.21M | 0.1% | +9.3% | 0.005% | |
8/15/2025 | Great Valley Advisor Group Inc. | 71,391 | $16.92M | 0.4% | -1.0% | 0.027% | |
8/15/2025 | Elevatus Welath Management | 2,955 | $700K | 0.2% | +136.4% | 0.001% | |
8/15/2025 | EP Wealth Advisors LLC | 130,793 | $31.00M | 0.2% | +11.4% | 0.049% | |
8/15/2025 | Curi Capital LLC | 2,020 | $480K | 0.0% | N/A | 0.001% | |
8/15/2025 | BBR Partners LLC | 5,819 | $1.38M | 0.1% | +114.7% | 0.002% | |
8/15/2025 | Benjamin Edwards Inc. | 22,690 | $5.38M | 0.1% | -50.7% | 0.008% | |
8/15/2025 | BNP Paribas Financial Markets | 58,506 | $13.87M | 0.0% | +18.4% | 0.022% | |
8/15/2025 | BTG Pactual Asset Management US LLC | 29,113 | $6.90M | 0.8% | -2.1% | 0.011% | |
8/15/2025 | Balanced Rock Investment Advisors LLC | 2,303 | $546K | 0.4% | -43.1% | 0.001% | |
8/15/2025 | Bank of America Corp DE | 24,253,000 | $5.75B | 0.4% | +0.7% | 9.083% | |
8/15/2025 | AQR Capital Management LLC | 43,460 | $10.30M | 0.0% | +76.1% | 0.016% | |
8/15/2025 | Ameriprise Financial Inc. | 2,342,693 | $554.80M | 0.1% | +8.0% | 0.877% | |
8/14/2025 | Connecticut Wealth Management LLC | 173,278 | $41.06M | 2.0% | +18.4% | 0.065% | |
8/14/2025 | Vista Capital Partners Inc. | 265,630 | $62.95M | 6.9% | -2.6% | 0.099% | |
8/14/2025 | Spectrum Financial Alliance Ltd LLC | 45,629 | $10.93M | 2.9% | -1.6% | 0.017% | |
8/14/2025 | Graney & King LLC | 4,178 | $990K | 0.7% | +42.1% | 0.002% | |
8/14/2025 | Ausdal Financial Partners Inc. | 19,948 | $4.73M | 0.3% | -3.9% | 0.007% | |
8/14/2025 | Financial Advisors Network Inc. | 4,408 | $1.05M | 0.2% | +8.2% | 0.002% | |
8/14/2025 | Raymond James Financial Inc. | 2,213,641 | $524.59M | 0.2% | +3.0% | 0.829% | |
8/14/2025 | Keystone Financial Services LLC | 1,977 | $469K | 0.4% | -10.1% | 0.001% | |
8/14/2025 | Betterment LLC | 244,160 | $57.86M | 0.1% | +52.4% | 0.091% | |
8/14/2025 | Karpus Management Inc. | 324,978 | $77.01M | 2.5% | -0.4% | 0.122% | |
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8/14/2025 | Quantinno Capital Management LP | 39,646 | $9.40M | 0.0% | +4.8% | 0.015% | |
8/14/2025 | Diversify Wealth Management LLC | 43,109 | $10.57M | 0.7% | +2.3% | 0.016% | |
8/14/2025 | Diversify Advisory Services LLC | 2,687 | $659K | 0.0% | +23.9% | 0.001% | |
8/14/2025 | Alliancebernstein L.P. | 70,470 | $16.70M | 0.0% | -19.5% | 0.026% | |
8/14/2025 | Objective Capital Management LLC | 12,511 | $2.97M | 3.3% | -0.4% | 0.005% | |
8/14/2025 | Peapack Gladstone Financial Corp | 385,547 | $91.37M | 1.3% | +0.8% | 0.144% | |
8/14/2025 | Vivaldi Capital Management LP | 9,974 | $2.36M | 0.4% | +3.8% | 0.004% | |
8/14/2025 | Operose Advisors LLC | 3,967 | $940K | 0.3% | -26.0% | 0.001% | |
8/14/2025 | HUB Investment Partners LLC | 4,130 | $979K | 0.0% | +19.4% | 0.002% | |
8/14/2025 | Ieq Capital LLC | 31,202 | $7.39M | 0.0% | +39.7% | 0.012% | |