8/20/2025 | North Dallas Bank & Trust Co. | 6,950 | $512K | 0.4% | N/A | 0.000% | |
8/20/2025 | Coppell Advisory Solutions LLC | 231,749 | $17.00M | 2.0% | +20.7% | 0.013% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 14,758 | $1.09M | 0.1% | N/A | 0.001% | |
8/19/2025 | Cape Investment Advisory Inc. | 10,343 | $762K | 0.3% | +20.2% | 0.001% | |
8/19/2025 | Advisory Services Network LLC | 92,122 | $6.74M | 0.1% | +49.4% | 0.005% | |
8/19/2025 | Asset Dedication LLC | 1,716 | $126K | 0.0% | N/A | 0.000% | |
8/19/2025 | Hohimer Wealth Management LLC | 23,868 | $1.76M | 0.3% | +16.1% | 0.001% | |
8/18/2025 | Tactive Advisors LLC | 15,971 | $1.18M | 0.4% | N/A | 0.001% | |
8/18/2025 | N.E.W. Advisory Services LLC | 413,539 | $30.45M | 3.0% | +1.9% | 0.023% | |
8/18/2025 | Geneos Wealth Management Inc. | 348,190 | $25.64M | 0.6% | +21.5% | 0.020% | |
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8/18/2025 | Westwood Holdings Group Inc. | 3,536 | $260K | 0.0% | N/A | 0.000% | |
8/18/2025 | Hershey Financial Advisers LLC | 2,907 | $214K | 0.2% | N/A | 0.000% | |
8/18/2025 | Cornerstone Financial Group LLC NE | 36,275 | $2.67M | 2.3% | +3.0% | 0.002% | |
8/16/2025 | Parr Mcknight Wealth Management Group LLC | 278,629 | $20.52M | 2.8% | -6.1% | 0.016% | |
8/16/2025 | Headlands Technologies LLC | 6,573 | $484K | 0.1% | N/A | 0.000% | |
8/15/2025 | Strategic Investment Advisors MI | 32,487 | $2.39M | 0.2% | -3.6% | 0.002% | |
8/15/2025 | Nikulski Financial Inc. | 39,352 | $2.90M | 0.8% | -0.9% | 0.002% | |
8/15/2025 | Tower Research Capital LLC TRC | 51,132 | $3.77M | 0.1% | N/A | 0.003% | |
8/15/2025 | First Heartland Consultants Inc. | 77,997 | $5.74M | 0.5% | +117.2% | 0.004% | |
8/15/2025 | Security National Bank of Sioux City Iowa IA | 10,200 | $751K | 0.5% | -1.4% | 0.001% | |
8/15/2025 | TLT Family Holdco ULC | 519,000 | $38.21M | 3.0% | N/A | 0.029% | |
8/15/2025 | Rakuten Securities Inc. | 893 | $66K | 0.0% | +50.8% | 0.000% | |
8/15/2025 | Corient Private Wealth LLC | 7,575,426 | $539.43M | 0.7% | +125.6% | 0.424% | |
8/15/2025 | WealthCollab LLC | 86,301 | $6.35M | 3.6% | +2.0% | 0.005% | |
8/15/2025 | Equitable Holdings Inc. | 679,727 | $50.05M | 0.4% | +15.5% | 0.038% | |
8/15/2025 | Chapman Financial Group LLC | 3,542 | $261K | 0.2% | N/A | 0.000% | |
8/15/2025 | Captrust Financial Advisors | 413,225 | $30.43M | 0.1% | +0.8% | 0.023% | |
8/15/2025 | Keel Point LLC | 63,280 | $4.66M | 0.3% | -4.0% | 0.004% | |
8/15/2025 | United Services Automobile Association | 129,456 | $9.53M | 1.0% | -50.0% | 0.007% | |
8/15/2025 | WFA of San Diego LLC | 60,026 | $4.42M | 3.3% | N/A | 0.003% | |
8/15/2025 | Lantern Wealth Advisors LLC | 66,383 | $4.89M | 2.7% | N/A | 0.004% | |
8/15/2025 | Visionary Wealth Advisors | 344,389 | $25.36M | 1.3% | +23.1% | 0.019% | |
8/15/2025 | Voya Financial Advisors Inc. | 1,809,316 | $132.70M | 13.4% | +4.4% | 0.101% | |
8/15/2025 | Two Sigma Securities LLC | 101,763 | $7.49M | 0.9% | N/A | 0.006% | |
8/15/2025 | Tandem Wealth Advisors LLC | 38,055 | $2.80M | 1.4% | +2.8% | 0.002% | |
8/15/2025 | Seneschal Advisors LLC | 5,118 | $377K | 0.3% | N/A | 0.000% | |
8/15/2025 | Sherman Asset Management Inc. | 39,950 | $2.94M | 2.6% | +0.8% | 0.002% | |
8/15/2025 | Smartleaf Asset Management LLC | 98,660 | $7.24M | 0.6% | +29.6% | 0.006% | |
8/15/2025 | Snowden Capital Advisors LLC | 187,376 | $13.80M | 0.4% | -0.4% | 0.010% | |
8/15/2025 | Orion Porfolio Solutions LLC | 137,337 | $10.11M | 0.1% | -37.1% | 0.008% | |
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8/15/2025 | MML Investors Services LLC | 2,117,164 | $155.89M | 0.4% | +20.2% | 0.119% | |
8/15/2025 | McIlrath & Eck LLC | 3,805 | $280K | 0.0% | -10.5% | 0.000% | |
8/15/2025 | Mission Creek Capital Partners Inc. | 21,273 | $1.57M | 0.3% | -0.8% | 0.001% | |
8/15/2025 | Modern Wealth Management LLC | 72,989 | $5.37M | 0.1% | -4.2% | 0.004% | |
8/15/2025 | IHT Wealth Management LLC | 9,723 | $716K | 0.0% | -56.4% | 0.001% | |
8/15/2025 | Great Valley Advisor Group Inc. | 46,471 | $3.42M | 0.1% | -30.9% | 0.003% | |
8/15/2025 | Gallagher Fiduciary Advisors LLC | 3,093,960 | $227.81M | 0.3% | +83,838.1% | 0.173% | |
8/15/2025 | Elevatus Welath Management | 3,889 | $286K | 0.1% | N/A | 0.000% | |
8/15/2025 | EP Wealth Advisors LLC | 67,977 | $5.01M | 0.0% | -14.2% | 0.004% | |
8/15/2025 | Eaton Cambridge Inc. | 426,871 | $31.43M | 11.9% | +5.0% | 0.024% | |
8/15/2025 | Essential Planning LLC. | 768,404 | $56.58M | 21.1% | +2.3% | 0.043% | |
8/15/2025 | Curi Capital LLC | 3,610 | $266K | 0.0% | N/A | 0.000% | |
8/15/2025 | BNP Paribas Financial Markets | 200,932 | $14.80M | 0.0% | -12.0% | 0.011% | |
8/15/2025 | Balanced Rock Investment Advisors LLC | 17,684 | $1.30M | 1.0% | -59.2% | 0.001% | |
8/15/2025 | Bank of America Corp DE | 18,226,391 | $1.34B | 0.1% | -0.8% | 1.021% | |
8/15/2025 | Acas LLC | 19,266 | $1.42M | 1.0% | -1.1% | 0.001% | |
8/15/2025 | Ameriprise Financial Inc. | 5,422,561 | $398.34M | 0.1% | -19.9% | 0.304% | |
8/14/2025 | Connecticut Wealth Management LLC | 22,834 | $1.68M | 0.1% | -40.6% | 0.001% | |
8/14/2025 | Ausdal Financial Partners Inc. | 8,197 | $604K | 0.0% | -78.4% | 0.000% | |
8/14/2025 | Financial Advisors Network Inc. | 1,079,779 | $79.50M | 12.0% | -4.4% | 0.060% | |
8/14/2025 | NCM Capital Management LLC | 3,038 | $224K | 0.1% | -28.3% | 0.000% | |
8/14/2025 | Raymond James Financial Inc. | 6,498,596 | $478.49M | 0.2% | +2.4% | 0.364% | |
8/14/2025 | Darwin Wealth Management LLC | 924 | $68K | 0.0% | N/A | 0.000% | |
8/14/2025 | Transamerica Financial Advisors LLC | 447,232 | $32.93M | 3.1% | -0.9% | 0.025% | |
8/14/2025 | Betterment LLC | 1,854,836 | $136.57M | 0.3% | +8.6% | 0.104% | |
8/14/2025 | Karpus Management Inc. | 352,611 | $25.96M | 0.8% | -3.3% | 0.020% | |
8/14/2025 | Quantinno Capital Management LP | 6,329 | $466K | 0.0% | N/A | 0.000% | |
8/14/2025 | Diversify Wealth Management LLC | 105,833 | $7.78M | 0.5% | -17.9% | 0.006% | |
8/14/2025 | Diversify Advisory Services LLC | 47,594 | $3.50M | 0.1% | +5.3% | 0.003% | |
8/14/2025 | Alliancebernstein L.P. | 782,810 | $57.64M | 0.0% | -5.8% | 0.044% | |
8/14/2025 | Seven Mile Advisory | 11,531 | $849K | 0.5% | -26.2% | 0.001% | |
8/14/2025 | Peapack Gladstone Financial Corp | 163,686 | $12.05M | 0.2% | -1.3% | 0.009% | |
8/14/2025 | HUB Investment Partners LLC | 14,107 | $1.04M | 0.0% | +13.4% | 0.001% | |
8/14/2025 | Ieq Capital LLC | 45,164 | $3.33M | 0.0% | +756.5% | 0.003% | |
8/14/2025 | Main Street Financial Solutions LLC | 31,988 | $2.36M | 0.2% | +122.0% | 0.002% | |
8/14/2025 | Glenview Trust co | 131,610 | $9.69M | 0.2% | +0.8% | 0.007% | |
8/14/2025 | The Manufacturers Life Insurance Company | 13,131,333 | $966.86M | 0.9% | +3.1% | 0.736% | |
8/14/2025 | Sand Hill Global Advisors LLC | 2,985 | $220K | 0.0% | -63.7% | 0.000% | |
8/14/2025 | FAS Wealth Partners Inc. | 2,551 | $188K | 0.0% | -10.9% | 0.000% | |
8/14/2025 | Faithward Advisors LLC | 85,825 | $6.32M | 1.0% | +24.8% | 0.005% | |
8/14/2025 | Sei Investments Co. | 15,579,083 | $1.15B | 1.3% | +46.9% | 0.873% | |
8/14/2025 | NewEdge Advisors LLC | 1,047,677 | $77.14M | 0.4% | +4.6% | 0.059% | |
8/14/2025 | Aldebaran Financial Inc. | 9,097 | $670K | 0.7% | +29.5% | 0.001% | |
8/14/2025 | BCS Private Wealth Management Inc. | 29,335 | $2.16M | 0.8% | N/A | 0.002% | |
8/14/2025 | State Street Corp | 7,757,324 | $571.17M | 0.0% | +10.8% | 0.435% | |
8/14/2025 | Hurley Capital LLC | 659 | $49K | 0.0% | -97.1% | 0.000% | |
8/14/2025 | DecisionPoint Financial LLC | 4,786 | $351K | 0.1% | +218.2% | 0.000% | |
8/14/2025 | Financial Strategies Group Inc. | 37,892 | $2.76M | 0.6% | -2.8% | 0.002% | |
8/14/2025 | Acorn Wealth Advisors LLC | 245,499 | $18.08M | 6.7% | -2.0% | 0.014% | |
8/14/2025 | Prestige Wealth Management Group LLC | 376,659 | $27.73M | 5.7% | -3.2% | 0.021% | |
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8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 2,825 | $208K | 0.0% | -19.8% | 0.000% | |
8/14/2025 | SVB Wealth LLC | 27,416 | $2.02M | 0.1% | N/A | 0.002% | |
8/14/2025 | Denver PWM LLC | 3,861 | $284K | 0.1% | N/A | 0.000% | |
8/14/2025 | Ally Invest Advisors Inc. | 6,695 | $493K | 0.0% | +3.8% | 0.000% | |
8/14/2025 | Baker Avenue Asset Management LP | 1,176,683 | $86.64M | 2.5% | +2.4% | 0.066% | |
8/14/2025 | Cary Street Partners Financial LLC | 91,422 | $6.73M | 0.2% | +9.2% | 0.005% | |
8/14/2025 | Cerity Partners LLC | 1,637,262 | $120.55M | 0.2% | -2.7% | 0.092% | |
8/13/2025 | ESG Planning DBA Harper Investing | 210,395 | $15.49M | 8.7% | +15.7% | 0.012% | |
8/13/2025 | Hendershot Investments Inc. | 13,870 | $1.02M | 0.1% | -3.2% | 0.001% | |
8/13/2025 | Financial & Tax Architects LLC | 118,367 | $8.72M | 2.1% | N/A | 0.007% | |