8/22/2025 | Carter Financial Group INC. | 48,020 | $2.38M | 1.6% | N/A | 0.003% | |
8/22/2025 | TT Capital Management LLC | 7,998 | $372K | 0.1% | N/A | 0.000% | |
8/21/2025 | Clarion Wealth Managment Partners LLC | 20,231 | $1.00M | 1.1% | N/A | 0.001% | |
8/20/2025 | Tull Financial Group Inc. | 95,551 | $4.73M | 2.1% | +9.2% | 0.005% | |
8/20/2025 | Monarch Capital Management Inc. | 55,171 | $2.73M | 0.7% | -0.7% | 0.003% | |
8/20/2025 | North Dallas Bank & Trust Co. | 22,605 | $1.12M | 0.8% | N/A | 0.001% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 95,066 | $4.70M | 0.2% | N/A | 0.005% | |
8/19/2025 | Advisory Services Network LLC | 213,853 | $10.65M | 0.2% | +95.6% | 0.012% | |
8/19/2025 | Asset Dedication LLC | 41,815 | $2.07M | 0.2% | +23.3% | 0.002% | |
8/19/2025 | Pitcairn Co. | 24,126 | $1.19M | 0.1% | +4.9% | 0.001% | |
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8/18/2025 | Tactive Advisors LLC | 4,214 | $208K | 0.1% | N/A | 0.000% | |
8/18/2025 | Geneos Wealth Management Inc. | 271,169 | $13.41M | 0.3% | +12.9% | 0.015% | |
8/18/2025 | Hollencrest Capital Management | 1,606 | $79K | 0.0% | +46.0% | 0.000% | |
8/18/2025 | Kestra Investment Management LLC | 7,100 | $351K | 0.0% | +28.4% | 0.000% | |
8/18/2025 | Wellington Capital Management Inc. | 21,542 | $1.07M | 1.5% | N/A | 0.001% | |
8/18/2025 | Front Row Advisors LLC | 5,524 | $273K | 0.1% | -6.8% | 0.000% | |
8/16/2025 | Parr Mcknight Wealth Management Group LLC | 181,432 | $8.97M | 1.2% | +3.0% | 0.010% | |
8/16/2025 | Evergreen Capital Management LLC | 29,410 | $1.46M | 0.0% | -1.1% | 0.002% | |
8/16/2025 | Headlands Technologies LLC | 17,839 | $882K | 0.1% | N/A | 0.001% | |
8/15/2025 | Strategic Investment Advisors MI | 425,686 | $21.05M | 2.0% | -0.8% | 0.023% | |
8/15/2025 | CANADA LIFE ASSURANCE Co | 24,177 | $1.20M | 0.0% | +12.0% | 0.001% | |
8/15/2025 | Tower Research Capital LLC TRC | 1,227 | $61K | 0.0% | N/A | 0.000% | |
8/15/2025 | Howland Capital Management LLC | 76,149 | $3.77M | 0.2% | -2.0% | 0.004% | |
8/15/2025 | Synergy Financial Group LTD | 29,209 | $1.45M | 1.1% | -0.7% | 0.002% | |
8/15/2025 | Security National Bank of SO Dak | 7,995 | $395K | 0.2% | -15.6% | 0.000% | |
8/15/2025 | TLT Family Holdco ULC | 538,350 | $26.63M | 2.1% | N/A | 0.029% | |
8/15/2025 | North Ridge Wealth Advisors Inc. | 658 | $33K | 0.0% | +353.8% | 0.000% | |
8/15/2025 | Orcam Financial Group | 29,274 | $1.45M | 1.3% | +6.2% | 0.002% | |
8/15/2025 | Asset Allocation Strategies LLC | 66,132 | $3.27M | 0.6% | -50.0% | 0.004% | |
8/15/2025 | FFT Wealth Management LLC | 34,775 | $1.77M | 0.3% | -28.4% | 0.002% | |
8/15/2025 | Blue Edge Capital LLC | 260,603 | $12.89M | 1.9% | +12.0% | 0.014% | |
8/15/2025 | Urban Financial Advisory Corp | 9,615 | $476K | 0.2% | +4.5% | 0.001% | |
8/15/2025 | Resources Management Corp CT ADV | 5,235 | $259K | 0.0% | -4.3% | 0.000% | |
8/15/2025 | Corient Private Wealth LLC | 13,246,257 | $650.66M | 0.8% | +104.6% | 0.716% | |
8/15/2025 | Equitable Holdings Inc. | 908,275 | $44.92M | 0.4% | +19.0% | 0.049% | |
8/15/2025 | FSB Premier Wealth Management Inc. | 55,567 | $2.75M | 1.0% | -3.0% | 0.003% | |
8/15/2025 | Stonebridge Capital Advisors LLC | 4,261 | $211K | 0.0% | N/A | 0.000% | |
8/15/2025 | Captrust Financial Advisors | 1,259,850 | $62.31M | 0.1% | +3.5% | 0.068% | |
8/15/2025 | Keel Point LLC | 24,233 | $1.20M | 0.1% | -3.2% | 0.001% | |
8/15/2025 | Zuckerman Investment Group LLC | 513,043 | $25.38M | 2.5% | +2.7% | 0.028% | |
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8/15/2025 | Fidelity D & D Bancorp Inc. | 6,815 | $337K | 0.2% | +13.3% | 0.000% | |
8/15/2025 | Cooksen Wealth LLC | 88,398 | $4.37M | 3.5% | +8.8% | 0.005% | |
8/15/2025 | WFA of San Diego LLC | 24,745 | $1.22M | 0.9% | N/A | 0.001% | |
8/15/2025 | Vident Advisory LLC | 135,761 | $6.72M | 0.1% | +24.7% | 0.007% | |
8/15/2025 | Visionary Wealth Advisors | 22,985 | $1.14M | 0.1% | +1.5% | 0.001% | |
8/15/2025 | Voya Financial Advisors Inc. | 12,752 | $630K | 0.1% | +5.8% | 0.001% | |
8/15/2025 | Two Sigma Securities LLC | 141,952 | $7.02M | 0.9% | +125.3% | 0.008% | |
8/15/2025 | Tidal Investments LLC | 851,938 | $42.14M | 0.3% | -12.9% | 0.046% | |
8/15/2025 | Seneschal Advisors LLC | 5,125 | $253K | 0.2% | -9.9% | 0.000% | |
8/15/2025 | Smartleaf Asset Management LLC | 92,937 | $4.59M | 0.4% | +40.6% | 0.005% | |
8/15/2025 | Snowden Capital Advisors LLC | 23,340 | $1.15M | 0.0% | +8.3% | 0.001% | |
8/15/2025 | Redwood Investment Management LLC | 263,310 | $13.02M | 1.3% | -37.3% | 0.014% | |
8/15/2025 | Oxford Financial Group LTD. LLC | 19,617 | $970K | 0.1% | -16.5% | 0.001% | |
8/15/2025 | Obsido Oy | 161,334 | $7.98M | 6.1% | +1.7% | 0.009% | |
8/15/2025 | Orion Porfolio Solutions LLC | 96,705 | $4.78M | 0.0% | -90.6% | 0.005% | |
8/15/2025 | MML Investors Services LLC | 2,788,923 | $137.94M | 0.4% | +6.4% | 0.151% | |
8/15/2025 | Monograph Wealth Advisors LLC | 14,680 | $726K | 0.1% | +50.1% | 0.001% | |
8/15/2025 | McIlrath & Eck LLC | 7,341 | $363K | 0.0% | -38.4% | 0.000% | |
8/15/2025 | Modern Wealth Management LLC | 131,249 | $6.49M | 0.2% | -6.1% | 0.007% | |
8/15/2025 | Lazard Asset Management LLC | 34,535 | $1.71M | 0.0% | -40.1% | 0.002% | |
8/15/2025 | LM Advisors LLC | 69,876 | $3.46M | 0.4% | -1.5% | 0.004% | |
8/15/2025 | HRT Financial LP | 35,631 | $1.76M | 0.0% | N/A | 0.002% | |
8/15/2025 | Harvest Investment Advisors LLC | 98,619 | $4.88M | 3.1% | -1.3% | 0.005% | |
8/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 26,642 | $1.32M | 0.2% | -35.2% | 0.001% | |
8/15/2025 | IHT Wealth Management LLC | 20,613 | $1.02M | 0.0% | +45.4% | 0.001% | |
8/15/2025 | Freedom Financial Partners LLC | 166,801 | $8.25M | 3.5% | +6.1% | 0.009% | |
8/15/2025 | Great Valley Advisor Group Inc. | 90,310 | $4.47M | 0.1% | +0.5% | 0.005% | |
8/15/2025 | Gallagher Fiduciary Advisors LLC | 3,304,750 | $163.45M | 0.2% | +4,672.3% | 0.179% | |
8/15/2025 | Garden State Investment Advisory Services LLC | 52,375 | $2.60M | 0.7% | +13.6% | 0.003% | |
8/15/2025 | EP Wealth Advisors LLC | 5,938,667 | $293.73M | 1.9% | +9.7% | 0.321% | |
8/15/2025 | East Coast Asset Management LLC. | 4,337 | $215K | 0.1% | N/A | 0.000% | |
8/15/2025 | Essential Planning LLC. | 5,704 | $282K | 0.1% | -12.3% | 0.000% | |
8/15/2025 | Curi Capital LLC | 5,628 | $278K | 0.0% | N/A | 0.000% | |
8/15/2025 | BBR Partners LLC | 27,771 | $1.37M | 0.1% | +116.1% | 0.002% | |
8/15/2025 | Benjamin Edwards Inc. | 202,463 | $10.01M | 0.1% | -8.8% | 0.011% | |
8/15/2025 | BNP Paribas Financial Markets | 755,400 | $37.36M | 0.0% | +424.3% | 0.041% | |
8/15/2025 | BTG Pactual Asset Management US LLC | 211,997 | $10.49M | 1.1% | +3.5% | 0.011% | |
8/15/2025 | Balanced Rock Investment Advisors LLC | 9,671 | $478K | 0.4% | -12.0% | 0.001% | |
8/15/2025 | Bishop & Co Investment Management LLC | 199,112 | $9.85M | 3.5% | -3.6% | 0.011% | |
8/15/2025 | AQR Capital Management LLC | 170,108 | $8.41M | 0.0% | +38.9% | 0.009% | |
8/15/2025 | Ameriprise Financial Inc. | 9,444,710 | $466.82M | 0.1% | +13.7% | 0.510% | |
8/14/2025 | Connecticut Wealth Management LLC | 58,477 | $2.89M | 0.1% | +6.8% | 0.003% | |
8/14/2025 | Vista Capital Partners Inc. | 6,444 | $319K | 0.0% | N/A | 0.000% | |
8/14/2025 | Bakala Capital LLC | 33,916 | $1.68M | 9.6% | -9.9% | 0.002% | |
8/14/2025 | Ausdal Financial Partners Inc. | 25,375 | $1.26M | 0.1% | +5.4% | 0.001% | |
8/14/2025 | Financial Advisors Network Inc. | 542,921 | $26.85M | 4.1% | +5.6% | 0.029% | |
8/14/2025 | Vista Investment Management | 55,175 | $2.73M | 1.0% | -7.2% | 0.003% | |
8/14/2025 | Raymond James Financial Inc. | 6,523,340 | $322.64M | 0.1% | +2.6% | 0.352% | |
8/14/2025 | Betterment LLC | 52,572,127 | $2.60B | 5.5% | -5.8% | 2.841% | |
8/14/2025 | Karpus Management Inc. | 1,223,172 | $60.50M | 2.0% | +1.0% | 0.066% | |
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8/14/2025 | AllSquare Wealth Management LLC | 119,539 | $5.91M | 3.3% | -0.7% | 0.006% | |
8/14/2025 | Quantinno Capital Management LP | 108,170 | $5.35M | 0.0% | +41.3% | 0.006% | |
8/14/2025 | Parkwood LLC | 1,190,229 | $58.87M | 5.2% | +1,229.8% | 0.064% | |
8/14/2025 | Diversify Wealth Management LLC | 250,151 | $12.81M | 0.8% | +4.9% | 0.014% | |
8/14/2025 | Diversify Advisory Services LLC | 198,358 | $10.16M | 0.4% | +42.3% | 0.011% | |
8/14/2025 | Alliancebernstein L.P. | 2,499,183 | $123.61M | 0.0% | +3.0% | 0.135% | |
8/14/2025 | Kitching Partners LLC | 85,777 | $4.24M | 4.3% | +8.3% | 0.005% | |
8/14/2025 | Peapack Gladstone Financial Corp | 1,464,836 | $72.45M | 1.0% | +3.9% | 0.079% | |
8/14/2025 | Vivaldi Capital Management LP | 22,803 | $1.13M | 0.2% | -3.1% | 0.001% | |
8/14/2025 | HUB Investment Partners LLC | 32,004 | $1.58M | 0.1% | -1.9% | 0.002% | |