8/8/2025 | Rockefeller Capital Management L.P. | 479,638 | $78.88M | 0.2% | -9.8% | 0.441% | |
8/8/2025 | Kingsview Wealth Management LLC | 13,567 | $2.23M | 0.0% | +5.2% | 0.012% | |
8/8/2025 | Collaborative Wealth Managment Inc. | 3,672 | $604K | 0.3% | -5.5% | 0.003% | |
8/8/2025 | Avantax Advisory Services Inc. | 35,634 | $5.86M | 0.0% | +4.1% | 0.033% | |
8/8/2025 | ProVise Management Group LLC | 84,138 | $13.84M | 1.1% | -0.5% | 0.077% | |
8/8/2025 | Keyvantage Wealth LLC | 3,932 | $647K | 0.3% | -6.8% | 0.004% | |
8/8/2025 | Thoroughbred Financial Services LLC | 6,014 | $989K | 0.1% | -15.3% | 0.006% | |
8/8/2025 | Cetera Investment Advisers | 290,447 | $47.77M | 0.1% | +9.3% | 0.267% | |
8/8/2025 | Creative Planning | 451,331 | $74.23M | 0.1% | +0.8% | 0.415% | |
8/8/2025 | WealthShield Partners LLC | 18,466 | $3.04M | 0.4% | -5.9% | 0.017% | |
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8/8/2025 | Condor Capital Management | 190,501 | $31.33M | 2.7% | +0.3% | 0.175% | |
8/8/2025 | Truepoint Inc. | 3,981 | $655K | 0.0% | -16.1% | 0.004% | |
8/8/2025 | Meridian Wealth Management LLC | 11,008 | $1.81M | 0.1% | -12.5% | 0.010% | |
8/8/2025 | Foundations Investment Advisors LLC | 2,245 | $369K | 0.0% | -86.0% | 0.002% | |
8/8/2025 | Wrapmanager Inc. | 4,726 | $777K | 0.2% | +3.8% | 0.004% | |
8/8/2025 | Advisors Capital Management LLC | 2,768 | $455K | 0.0% | +88.3% | 0.003% | |
8/8/2025 | King Wealth Management Group | 32,223 | $5.30M | 0.7% | -2.1% | 0.030% | |
8/8/2025 | Petix & Botte Co | 27,903 | $4.59M | 1.1% | -4.6% | 0.026% | |
8/8/2025 | PNC Financial Services Group Inc. | 1,463,683 | $240.72M | 0.2% | -6.1% | 1.345% | |
8/8/2025 | Wealth Alliance LLC | 14,679 | $2.41M | 0.3% | +7.3% | 0.013% | |
8/8/2025 | ERTS Wealth Advisors LLC | 90,963 | $14.96M | 5.2% | -48.4% | 0.084% | |
8/7/2025 | Verus Capital Partners LLC | 18,207 | $2.99M | 0.2% | +5.8% | 0.017% | |
8/7/2025 | Cascade Financial Partners LLC | 17,859 | $2.94M | 0.4% | +2.6% | 0.016% | |
8/7/2025 | CENTRAL TRUST Co | 16,145 | $2.66M | 0.1% | -0.7% | 0.015% | |
8/7/2025 | Nwam LLC | 7,485 | $1.26M | 0.1% | +94.0% | 0.007% | |
8/7/2025 | Ibex Wealth Advisors | 6,143 | $1.01M | 0.1% | N/A | 0.006% | |
8/7/2025 | Vise Technologies Inc. | 4,945 | $813K | 0.0% | N/A | 0.005% | |
8/7/2025 | Cahill Financial Advisors Inc. | 6,462 | $1.06M | 0.1% | +6.1% | 0.006% | |
8/7/2025 | Allworth Financial LP | 43,481 | $7.15M | 0.0% | -3.7% | 0.040% | |
8/7/2025 | Addison Advisors LLC | 212 | $35K | 0.0% | +45.2% | 0.000% | |
8/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 1,412 | $232K | 0.0% | -25.3% | 0.001% | |
8/7/2025 | Midwest Trust Co | 53,219 | $8.75M | 0.1% | N/A | 0.049% | |
8/7/2025 | FDx Advisors Inc. | 6,692 | $1.10M | 0.3% | -3.2% | 0.006% | |
8/7/2025 | Sound View Wealth Advisors Group LLC | 13,298 | $2.19M | 0.2% | -9.0% | 0.012% | |
8/7/2025 | Parkside Financial Bank & Trust | 3,151 | $518K | 0.1% | -19.9% | 0.003% | |
8/7/2025 | BHK Investment Advisors LLC | 140,887 | $23.17M | 9.1% | +0.2% | 0.129% | |
8/6/2025 | Prospera Financial Services Inc | 13,090 | $2.16M | 0.0% | +11.5% | 0.012% | |
8/6/2025 | AE Wealth Management LLC | 38,130 | $6.27M | 0.0% | -1.2% | 0.035% | |
8/6/2025 | Stokes Family Office LLC | 22,578 | $3.71M | 0.4% | +13.9% | 0.021% | |
8/6/2025 | Legacy Investment Solutions LLC | 281 | $46K | 0.0% | N/A | 0.000% | |
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8/6/2025 | Rovin Capital UT ADV | 24,502 | $4.03M | 1.2% | -1.4% | 0.023% | |
8/6/2025 | Grey Fox Wealth Advisors LLC | 1,768 | $292K | 0.1% | -5.4% | 0.002% | |
8/6/2025 | Bryn Mawr Trust Advisors LLC | 88,220 | $14.51M | 0.8% | +21.7% | 0.081% | |
8/6/2025 | Paulson Wealth Management Inc. | 2,496 | $410K | 0.1% | -9.1% | 0.002% | |
8/6/2025 | Maltin Wealth Management Inc. | 30,822 | $5.07M | 2.3% | +3.8% | 0.028% | |
8/6/2025 | Savant Capital LLC | 22,541 | $3.71M | 0.0% | +8.0% | 0.021% | |
8/6/2025 | Texas Yale Capital Corp. | 54,858 | $9.02M | 0.3% | -0.2% | 0.050% | |
8/6/2025 | Modera Wealth Management LLC | 84,223 | $13.85M | 0.2% | -1.1% | 0.077% | |
8/6/2025 | Soltis Investment Advisors LLC | 1,796 | $295K | 0.0% | -3.2% | 0.002% | |
8/6/2025 | Golden State Wealth Management LLC | 1,699 | $279K | 0.0% | -17.5% | 0.002% | |
8/6/2025 | Commonwealth Equity Services LLC | 459,593 | $75.59M | 0.1% | -9.1% | 0.422% | |
8/6/2025 | Strategic Financial Partners Ltd. | 4,304 | $708K | 0.3% | -2.8% | 0.004% | |
8/6/2025 | Atlantic Union Bankshares Corp | 10,027 | $1.65M | 0.0% | -0.7% | 0.009% | |
8/6/2025 | First Horizon Advisors Inc. | 44,412 | $7.30M | 0.2% | +19.1% | 0.041% | |
8/6/2025 | Csenge Advisory Group | 10,270 | $1.66M | 0.1% | -4.2% | 0.009% | |
8/6/2025 | SNS Financial Group LLC | 4,785 | $791K | 0.1% | -17.3% | 0.004% | |
8/6/2025 | Simmons Bank | 12,331 | $2.03M | 0.1% | -8.9% | 0.011% | |
8/5/2025 | Beckerman Institutional LLC | 2,388 | $393K | 0.3% | -13.0% | 0.002% | |
8/5/2025 | Ellevest Inc. | 16,000 | $2.63M | 0.4% | -85.4% | 0.015% | |
8/5/2025 | TME Financial Inc. | 2,801 | $461K | 0.4% | -16.6% | 0.003% | |
8/5/2025 | HFG Advisors Inc. | 32,129 | $5.28M | 4.2% | -0.5% | 0.030% | |
8/5/2025 | Simplex Trading LLC | 528 | $86K | 0.0% | N/A | 0.000% | |
8/5/2025 | Cassaday & Co Wealth Management LLC | 3,508 | $577K | 0.0% | -2.6% | 0.003% | |
8/5/2025 | Prosperity Consulting Group LLC | 14,797 | $2.43M | 0.2% | -9.0% | 0.014% | |
8/5/2025 | Huntington National Bank | 3,731 | $614K | 0.0% | -7.2% | 0.003% | |
8/5/2025 | Optivise Advisory Services LLC | 1,634 | $269K | 0.1% | -4.6% | 0.002% | |
8/5/2025 | Astra Wealth Partners LLC | 7,076 | $1.16M | 0.9% | +6.7% | 0.007% | |
8/5/2025 | Texas Bank & Trust Co | 2,118 | $348K | 0.1% | +5.0% | 0.002% | |
8/5/2025 | Bank of Montreal Can | 135,259 | $22.25M | 0.0% | +4.5% | 0.124% | |
8/5/2025 | MMA Asset Management LLC | 14,424 | $2.37M | 0.9% | +254.4% | 0.013% | |
8/5/2025 | Sigma Planning Corp | 18,061 | $2.97M | 0.1% | -5.0% | 0.017% | |
8/5/2025 | Mission Wealth Management LP | 2,536 | $417K | 0.0% | +2.5% | 0.002% | |
8/5/2025 | TIAA Trust National Association | 1,674,337 | $275.36M | 0.7% | -2.1% | 1.539% | |
8/5/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 22,319 | $3.67M | 0.3% | -11.5% | 0.021% | |
8/5/2025 | Elm Partners Management LLC | 2,758 | $454K | 0.0% | +6.0% | 0.003% | |
8/5/2025 | Strategic Financial Concepts LLC | 5,498 | $904K | 0.1% | -5.5% | 0.005% | |
8/4/2025 | Saxony Capital Management LLC | 1,280 | $211K | 0.2% | N/A | 0.001% | |
8/4/2025 | Integrity Alliance LLC. | 24,374 | $4.01M | 0.2% | -1.9% | 0.022% | |
8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 4,583 | $754K | 0.1% | -6.7% | 0.004% | |
8/4/2025 | Kovack Advisors Inc. | 5,965 | $981K | 0.1% | +3.5% | 0.005% | |
8/4/2025 | IFG Advisory LLC | 1,862 | $306K | 0.0% | +23.4% | 0.002% | |
8/4/2025 | Mesirow Financial Investment Management Inc. | 144,648 | $23.79M | 0.5% | +2.4% | 0.133% | |
8/4/2025 | BLB&B Advisors LLC | 2,982 | $490K | 0.0% | -20.2% | 0.003% | |
8/4/2025 | UNIVEST FINANCIAL Corp | 12,066 | $1.98M | 0.1% | +1.5% | 0.011% | |
8/4/2025 | One Day In July LLC | 4,138 | $681K | 0.1% | +2.0% | 0.004% | |
8/4/2025 | Atria Investments Inc | 24,995 | $4.11M | 0.0% | +7.5% | 0.023% | |
8/4/2025 | Savvy Advisors Inc. | 5,562 | $915K | 0.1% | +56.6% | 0.005% | |
8/4/2025 | Assetmark Inc. | 4,264,948 | $701.41M | 1.7% | +3.9% | 3.919% | |
8/4/2025 | Keybank National Association OH | 2,889 | $475K | 0.0% | -9.8% | 0.003% | |
8/4/2025 | HBK Sorce Advisory LLC | 16,946 | $2.79M | 0.1% | -5.1% | 0.016% | |
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8/4/2025 | Spire Wealth Management | 29,338 | $4.83M | 0.2% | +0.5% | 0.027% | |
8/4/2025 | Arkadios Wealth Advisors | 4,266 | $702K | 0.0% | +22.5% | 0.004% | |
8/4/2025 | World Investment Advisors | 7,422 | $1.22M | 0.0% | -94.2% | 0.007% | |
8/4/2025 | WNY Asset Management LLC | 1,354 | $223K | 0.0% | -67.6% | 0.001% | |
8/4/2025 | Evergreen Wealth Management LLC | 7,834 | $1.29M | 0.7% | -2.4% | 0.007% | |
8/4/2025 | Quaker Wealth Management LLC | 1,502 | $247K | 0.1% | -200.0% | 0.001% | |
8/1/2025 | Winebrenner Capital Management LLC | 2,977 | $490K | 0.4% | +4.1% | 0.003% | |
8/1/2025 | Planning Directions Inc. | 8,016 | $1.32M | 0.7% | -37.8% | 0.007% | |
8/1/2025 | Zhang Financial LLC | 8,679 | $1.43M | 0.1% | +14.6% | 0.008% | |
8/1/2025 | Integral Investment Advisors Inc. | 2,075 | $341K | 0.1% | +25.6% | 0.002% | |