9/4/2025 | Osaic Holdings Inc. | 36,072 | $2.36M | 0.0% | -27.9% | 0.051% | |
8/27/2025 | Tribridge Partners Financial LLC | 7,138 | $468K | 0.3% | N/A | 0.010% | |
8/26/2025 | Thrivent Financial for Lutherans | 8,397 | $550K | 0.0% | N/A | 0.012% | |
8/20/2025 | Thompson Davis & CO. Inc. | 9,236 | $605K | 0.3% | +6.9% | 0.013% | |
8/19/2025 | Advisory Services Network LLC | 80,170 | $5.19M | 0.1% | -4.7% | 0.114% | |
8/19/2025 | Asset Dedication LLC | 5,055 | $331K | 0.0% | +5.6% | 0.007% | |
8/18/2025 | N.E.W. Advisory Services LLC | 466 | $31K | 0.0% | -79.5% | 0.001% | |
8/18/2025 | Geneos Wealth Management Inc. | 17,630 | $1.16M | 0.0% | +52.4% | 0.025% | |
8/15/2025 | FFT Wealth Management LLC | 22,742 | $1.51M | 0.3% | +25.5% | 0.032% | |
8/15/2025 | Corient Private Wealth LLC | 102,660 | $6.72M | 0.0% | +152.3% | 0.146% | |
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8/15/2025 | Captrust Financial Advisors | 38,907 | $2.55M | 0.0% | +9.6% | 0.056% | |
8/15/2025 | WFA of San Diego LLC | 1,047 | $69K | 0.1% | N/A | 0.001% | |
8/15/2025 | MML Investors Services LLC | 91,378 | $5.99M | 0.0% | -2.5% | 0.130% | |
8/15/2025 | Freedom Financial Partners LLC | 4,683 | $307K | 0.1% | +34.6% | 0.007% | |
8/15/2025 | Great Valley Advisor Group Inc. | 6,628 | $434K | 0.0% | +78.9% | 0.009% | |
8/15/2025 | Balanced Rock Investment Advisors LLC | 47,413 | $3.11M | 2.4% | -3.8% | 0.068% | |
8/15/2025 | Bank of America Corp DE | 266,038 | $17.43M | 0.0% | -6.1% | 0.380% | |
8/15/2025 | Ameriprise Financial Inc. | 214,922 | $14.05M | 0.0% | -0.8% | 0.307% | |
8/14/2025 | Vista Capital Partners Inc. | 25,060 | $1.64M | 0.2% | -3.0% | 0.036% | |
8/14/2025 | Jane Street Group LLC | 30,136 | $1.97M | 0.0% | -82.0% | 0.043% | |
8/14/2025 | Raymond James Financial Inc. | 365,833 | $23.96M | 0.0% | +7.2% | 0.522% | |
8/14/2025 | Peapack Gladstone Financial Corp | 10,950 | $717K | 0.0% | +9.5% | 0.016% | |
8/14/2025 | Operose Advisors LLC | 9,335 | $611K | 0.2% | -12.0% | 0.013% | |
8/14/2025 | HUB Investment Partners LLC | 4,589 | $301K | 0.0% | -19.0% | 0.007% | |
8/14/2025 | NewEdge Advisors LLC | 16,899 | $1.11M | 0.0% | +2.0% | 0.024% | |
8/14/2025 | Cerity Partners LLC | 261,155 | $17.11M | 0.0% | -6.2% | 0.373% | |
8/13/2025 | Flow Traders U.S. LLC | 167,839 | $10.99M | 0.4% | -32.7% | 0.239% | |
8/13/2025 | SageView Advisory Group LLC | 119,042 | $7.84M | 0.3% | +4.8% | 0.170% | |
8/13/2025 | Cresset Asset Management LLC | 35,753 | $2.34M | 0.0% | +0.8% | 0.051% | |
8/13/2025 | SCS Capital Management LLC | 456,580 | $29.91M | 0.3% | +6.6% | 0.651% | |
8/13/2025 | Baird Financial Group Inc. | 166,471 | $10.90M | 0.0% | -0.2% | 0.237% | |
8/13/2025 | Parkworth Wealth Management Inc. | 4,873 | $319K | 0.2% | +170.6% | 0.007% | |
8/13/2025 | Beacon Pointe Advisors LLC | 105,749 | $6.93M | 0.1% | -1.0% | 0.151% | |
8/13/2025 | VestGen Advisors LLC | 15,862 | $1.04M | 0.0% | -5.1% | 0.023% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 85,016 | $5.57M | 0.0% | -12.1% | 0.121% | |
8/13/2025 | Farnam Financial LLC | 8,157 | $534K | 0.5% | +114.7% | 0.012% | |
8/13/2025 | Choreo LLC | 17,079 | $1.12M | 0.0% | -14.6% | 0.024% | |
8/12/2025 | Franklin Resources Inc. | 15,937 | $1.04M | 0.0% | +12.2% | 0.023% | |
8/12/2025 | JPMorgan Chase & Co. | 16,264 | $1.07M | 0.0% | +26.9% | 0.023% | |
8/11/2025 | Angeles Investment Advisors LLC | 302,740 | $19.83M | 1.1% | +32.5% | 0.432% | |
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8/11/2025 | Diversified Portfolios Inc. | 127,112 | $8.33M | 0.8% | -0.6% | 0.181% | |
8/11/2025 | ANB Bank | 10,467 | $686K | 0.3% | +1.6% | 0.015% | |
8/11/2025 | Bell Investment Advisors Inc | 24,581 | $1.61M | 0.3% | -4.0% | 0.035% | |
8/11/2025 | Beta Wealth Group Inc. | 26,110 | $1.71M | 0.6% | N/A | 0.037% | |
8/8/2025 | Financial Gravity Companies Inc. | 2,159 | $141K | 0.0% | N/A | 0.003% | |
8/8/2025 | Tortoise Investment Management LLC | 5,992 | $392K | 0.0% | -3.4% | 0.009% | |
8/8/2025 | Firestone Capital Management | 3,713 | $243K | 0.1% | N/A | 0.005% | |
8/8/2025 | Cetera Investment Advisers | 73,695 | $4.83M | 0.0% | +9.7% | 0.105% | |
8/8/2025 | Creative Planning | 1,316,871 | $86.26M | 0.1% | +0.3% | 1.879% | |
8/8/2025 | Empower Advisory Group LLC | 7,640 | $500K | 0.0% | -2.0% | 0.011% | |
8/8/2025 | Thompson Davis & CO. Inc. | 9,236 | $605K | 0.3% | +6.9% | 0.013% | |
8/8/2025 | Advyzon Investment Management LLC | 5,222 | $342K | 0.1% | +7.0% | 0.007% | |
8/7/2025 | Fund Evaluation Group LLC | 72,073 | $4.72M | 0.2% | +23.3% | 0.103% | |
8/7/2025 | Mayport LLC | 37,124 | $2.43M | 0.6% | -6.0% | 0.053% | |
8/7/2025 | Topel & Distasi Wealth Management LLC | 23,692 | $1.55M | 0.8% | +4.4% | 0.034% | |
8/7/2025 | Allworth Financial LP | 29,295 | $1.92M | 0.0% | -5.9% | 0.042% | |
8/7/2025 | Addison Advisors LLC | 20,227 | $1.33M | 0.3% | -23.8% | 0.029% | |
8/7/2025 | Davis R M Inc. | 36,122 | $2.37M | 0.0% | +1.4% | 0.052% | |
8/7/2025 | Midwest Trust Co | 7,050 | $462K | 0.0% | N/A | 0.010% | |
8/7/2025 | Brio Consultants LLC | 3,331 | $218K | 0.0% | -32.9% | 0.005% | |
8/6/2025 | Zevin Asset Management LLC | 3,098 | $203K | 0.0% | N/A | 0.004% | |
8/6/2025 | Savant Capital LLC | 16,432 | $1.08M | 0.0% | N/A | 0.023% | |
8/5/2025 | Bank of Montreal Can | 7,044 | $461K | 0.0% | +15.5% | 0.010% | |
8/5/2025 | Carson Advisory Inc. | 3,700 | $242K | 0.2% | -7.5% | 0.005% | |
8/5/2025 | Mission Wealth Management LP | 150,935 | $9.89M | 0.2% | +25.4% | 0.215% | |
8/5/2025 | Marshall Financial Group Inc. ADV | 28,519 | $1.87M | 0.6% | +1.4% | 0.041% | |
8/5/2025 | Gould Asset Management LLC CA | 32,606 | $2.14M | 0.4% | -1.4% | 0.047% | |
8/4/2025 | Linscomb Wealth Inc. | 7,186 | $471K | 0.0% | +10.8% | 0.010% | |
8/4/2025 | AMG National Trust Bank | 54,139 | $3.55M | 0.1% | -7.4% | 0.077% | |
8/4/2025 | Simon Quick Advisors LLC | 7,928 | $519K | 0.0% | N/A | 0.011% | |
8/4/2025 | Ledyard National Bank | 49,030 | $3.21M | 0.3% | -1.8% | 0.070% | |
8/4/2025 | One Day In July LLC | 8,779 | $575K | 0.1% | -7.8% | 0.013% | |
8/4/2025 | Spinnaker Trust | 182,548 | $11.96M | 0.7% | -2.7% | 0.260% | |
8/4/2025 | Savvy Advisors Inc. | 7,756 | $508K | 0.0% | -13.5% | 0.011% | |
8/4/2025 | HBK Sorce Advisory LLC | 5,688 | $373K | 0.0% | +8.3% | 0.008% | |
8/4/2025 | Human Investing LLC | 78,660 | $5.14M | 0.8% | -0.5% | 0.112% | |
8/1/2025 | Zhang Financial LLC | 3,352 | $220K | 0.0% | N/A | 0.005% | |
8/1/2025 | Facet Wealth Inc. | 301,167 | $19.51M | 0.4% | +2.6% | 0.430% | |
8/1/2025 | Liberty Wealth Management LLC | 5,677 | $372K | 0.1% | N/A | 0.008% | |
8/1/2025 | Koss Olinger Consulting LLC | 57,700 | $3.78M | 0.3% | -7.5% | 0.082% | |
8/1/2025 | MilWealth Group LLC | 7,077 | $464K | 0.1% | -5.0% | 0.010% | |
8/1/2025 | Envestnet Asset Management Inc. | 161,553 | $10.58M | 0.0% | +0.4% | 0.230% | |
7/31/2025 | Wealthfront Advisers LLC | 31,308 | $2.05M | 0.0% | +4.2% | 0.045% | |
7/31/2025 | Fiduciary Wealth Partners LLC | 16,820 | $1.10M | 1.0% | N/A | 0.024% | |
7/31/2025 | Sentinel Trust Co. LBA | 28,227 | $1.85M | 0.2% | -2.5% | 0.040% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 5,564 | $364K | 0.0% | +18.4% | 0.008% | |
7/31/2025 | Opes Wealth Management LLC | 10,476 | $686K | 0.1% | -25.9% | 0.015% | |
7/31/2025 | Silver Oak Advisory Group Inc. | 44,986 | $2.95M | 1.4% | +3.4% | 0.064% | |
7/30/2025 | White Lighthouse Investment Management Inc. | 81,185 | $5.32M | 0.9% | -2.5% | 0.116% | |
7/30/2025 | Rehmann Capital Advisory Group | 3,283 | $215K | 0.0% | N/A | 0.005% | |
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7/30/2025 | D.A. Davidson & CO. | 6,769 | $443K | 0.0% | +8.0% | 0.010% | |
7/30/2025 | Crewe Advisors LLC | 148,434 | $9.72M | 1.4% | -0.6% | 0.212% | |
7/29/2025 | Northeast Investment Management | 3,481 | $228K | 0.0% | N/A | 0.005% | |
7/29/2025 | DeDora Capital Inc. | 48,943 | $3.21M | 0.8% | -0.5% | 0.070% | |
7/29/2025 | Sincerus Advisory LLC | 3,951 | $263K | 0.2% | -4.9% | 0.006% | |
7/28/2025 | IFG Advisors LLC | 6,424 | $421K | 0.1% | -4.9% | 0.009% | |
7/28/2025 | Harbour Investments Inc. | 17,860 | $1.17M | 0.0% | +2.2% | 0.025% | |
7/28/2025 | Boston Trust Walden Corp | 262,144 | $17.17M | 0.1% | +11.1% | 0.374% | |
7/28/2025 | Cutler Investment Counsel LLC | 6,723 | $440K | 0.0% | -3.9% | 0.010% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 3,352 | $220K | 0.0% | N/A | 0.005% | |