8/29/2025 | Evolution Wealth Management Inc. | 2,440 | $113K | 0.1% | N/A | 0.000% | |
8/29/2025 | Centaurus Financial Inc. | 8,793 | $406K | 0.0% | -4.1% | 0.001% | |
8/27/2025 | Barnes Wealth Management Group Inc | 181,594 | $8.40M | 5.0% | -1.9% | 0.025% | |
8/27/2025 | Orion Porfolio Solutions LLC | 824,495 | $38.12M | 0.3% | +39.1% | 0.114% | |
8/27/2025 | Seneca Financial Advisors LLC | 59,930 | $2.77M | 1.1% | +68.4% | 0.008% | |
8/26/2025 | Thrivent Financial for Lutherans | 54,029 | $2.50M | 0.0% | -96.5% | 0.007% | |
8/25/2025 | Fulcrum Equity Management | 13,311 | $615K | 0.6% | -22.1% | 0.002% | |
8/22/2025 | TT Capital Management LLC | 6,930 | $316K | 0.1% | N/A | 0.001% | |
8/20/2025 | Coppell Advisory Solutions LLC | 331,643 | $15.28M | 1.8% | N/A | 0.046% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 138,944 | $6.42M | 0.3% | N/A | 0.019% | |
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8/19/2025 | Cape Investment Advisory Inc. | 21,064 | $974K | 0.4% | +7.5% | 0.003% | |
8/19/2025 | Advisory Services Network LLC | 175,858 | $8.09M | 0.1% | -1.7% | 0.024% | |
8/19/2025 | Anchor Investment Management LLC | 1,112 | $51K | 0.0% | N/A | 0.000% | |
8/18/2025 | Old North State Trust LLC | 50,696 | $2.34M | 1.6% | -82.2% | 0.007% | |
8/18/2025 | N.E.W. Advisory Services LLC | 547 | $25K | 0.0% | -50.0% | 0.000% | |
8/18/2025 | Geneos Wealth Management Inc. | 40,166 | $1.86M | 0.0% | -7.5% | 0.006% | |
8/18/2025 | Hershey Financial Advisers LLC | 19,352 | $895K | 0.8% | N/A | 0.003% | |
8/18/2025 | Kestra Investment Management LLC | 3,752,017 | $173.46M | 5.2% | -9.3% | 0.520% | |
8/16/2025 | Parr Mcknight Wealth Management Group LLC | 360,569 | $16.67M | 2.3% | -9.9% | 0.050% | |
8/15/2025 | High Falls Advisors Inc | 1,117,344 | $51.66M | 11.4% | -9.2% | 0.155% | |
8/15/2025 | First Heartland Consultants Inc. | 101,388 | $4.69M | 0.4% | +18.5% | 0.014% | |
8/15/2025 | Semmax Financial Advisors Inc. | 23,927 | $1.10M | 0.3% | -14.2% | 0.003% | |
8/15/2025 | Corient Private Wealth LLC | 531,374 | $24.57M | 0.0% | +6.9% | 0.074% | |
8/15/2025 | Captrust Financial Advisors | 58,749 | $2.72M | 0.0% | +7.2% | 0.008% | |
8/15/2025 | Visionary Wealth Advisors | 10,982 | $508K | 0.0% | -75.0% | 0.002% | |
8/15/2025 | Two Sigma Securities LLC | 35,948 | $1.66M | 0.2% | +714.0% | 0.005% | |
8/15/2025 | Smartleaf Asset Management LLC | 57,726 | $2.66M | 0.2% | +29.1% | 0.008% | |
8/15/2025 | Snowden Capital Advisors LLC | 139,203 | $6.44M | 0.2% | -14.7% | 0.019% | |
8/15/2025 | Redwood Investment Management LLC | 91,163 | $4.21M | 0.4% | -31.9% | 0.013% | |
8/15/2025 | Orion Porfolio Solutions LLC | 43,780 | $2.02M | 0.0% | -92.6% | 0.006% | |
8/15/2025 | MML Investors Services LLC | 8,180,461 | $378.18M | 1.1% | -2.1% | 1.134% | |
8/15/2025 | Modern Wealth Management LLC | 595,085 | $27.51M | 0.7% | -15.5% | 0.083% | |
8/15/2025 | IHT Wealth Management LLC | 11,518 | $532K | 0.0% | -45.9% | 0.002% | |
8/15/2025 | Great Valley Advisor Group Inc. | 9,352 | $432K | 0.0% | -31.7% | 0.001% | |
8/15/2025 | Gallagher Fiduciary Advisors LLC | 3,377,749 | $156.15M | 0.2% | +3,595.7% | 0.468% | |
8/15/2025 | EP Wealth Advisors LLC | 161,712 | $7.48M | 0.0% | +2,187.6% | 0.022% | |
8/15/2025 | Benjamin Edwards Inc. | 20,888 | $966K | 0.0% | +24.5% | 0.003% | |
8/15/2025 | Bank of America Corp DE | 2,394,661 | $110.71M | 0.0% | -10.9% | 0.332% | |
8/15/2025 | Ameriprise Financial Inc. | 10,935,323 | $505.18M | 0.1% | +0.7% | 1.516% | |
8/14/2025 | Ausdal Financial Partners Inc. | 15,049 | $696K | 0.0% | +47.5% | 0.002% | |
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8/14/2025 | Raymond James Financial Inc. | 4,104,642 | $189.76M | 0.1% | +1.2% | 0.569% | |
8/14/2025 | Diversify Advisory Services LLC | 143,682 | $6.63M | 0.3% | -23.6% | 0.020% | |
8/14/2025 | HUB Investment Partners LLC | 18,371 | $849K | 0.0% | -10.8% | 0.003% | |
8/14/2025 | NewEdge Advisors LLC | 2,712,133 | $125.38M | 0.6% | -2.3% | 0.376% | |
8/14/2025 | Qube Research & Technologies Ltd | 3,609 | $167K | 0.0% | N/A | 0.001% | |
8/14/2025 | Sentinus LLC | 180,299 | $8.34M | 2.0% | -8.7% | 0.025% | |
8/14/2025 | Transce3nd LLC | 6,606 | $305K | 0.1% | -16.9% | 0.001% | |
8/14/2025 | Vertex Planning Partners LLC | 138,858 | $6.42M | 1.3% | -16.1% | 0.019% | |
8/14/2025 | Baker Avenue Asset Management LP | 1,252,992 | $57.93M | 1.6% | +2.5% | 0.174% | |
8/14/2025 | Balance Wealth LLC | 55,725 | $2.58M | 1.5% | +5.6% | 0.008% | |
8/14/2025 | Cerity Partners LLC | 176,595 | $8.16M | 0.0% | -0.4% | 0.024% | |
8/13/2025 | Cary Street Partners Investment Advisory LLC | 29,564 | $1.37M | 0.7% | -11.3% | 0.004% | |
8/13/2025 | StoneX Group Inc. | 10,985 | $508K | 0.0% | -21.4% | 0.002% | |
8/13/2025 | RFP Financial Group LLC | 8,936 | $413K | 0.2% | -11.7% | 0.001% | |
8/13/2025 | Cresset Asset Management LLC | 25,110 | $1.16M | 0.0% | -7.5% | 0.003% | |
8/13/2025 | Gateway Wealth Partners LLC | 152,530 | $7.05M | 1.3% | +2.8% | 0.021% | |
8/13/2025 | Brown Advisory Inc. | 5,314 | $246K | 0.0% | N/A | 0.001% | |
8/13/2025 | M Holdings Securities Inc. | 18,089 | $834K | 0.1% | N/A | 0.003% | |
8/13/2025 | GeoWealth Management LLC | 4,156,944 | $192.18M | 7.5% | -6.5% | 0.576% | |
8/13/2025 | Royal Fund Management LLC | 148,296 | $6.86M | 0.7% | +3.2% | 0.021% | |
8/13/2025 | Baird Financial Group Inc. | 912,958 | $42.21M | 0.1% | +0.8% | 0.127% | |
8/13/2025 | Kilter Group LLC | 214,011 | $9.89M | 4.5% | +9.4% | 0.030% | |
8/13/2025 | EverSource Wealth Advisors LLC | 60,757 | $2.81M | 0.1% | -22.5% | 0.008% | |
8/13/2025 | Invesco Ltd. | 123,940 | $5.73M | 0.0% | -14.1% | 0.017% | |
8/13/2025 | Trek Financial LLC | 618,568 | $28.60M | 1.9% | -8.2% | 0.086% | |
8/13/2025 | CW Advisors LLC | 26,055 | $1.21M | 0.0% | +30.7% | 0.004% | |
8/13/2025 | JT Stratford LLC | 55,067 | $2.55M | 0.4% | -5.2% | 0.008% | |
8/13/2025 | Elios Financial Group Inc. | 36,956 | $1.71M | 0.8% | -25.4% | 0.005% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 173,821 | $8.02M | 2.6% | +4.6% | 0.024% | |
8/13/2025 | WCG Wealth Advisors LLC | 423,274 | $19.57M | 1.3% | +2.8% | 0.059% | |
8/13/2025 | M&T Bank Corp | 7,250 | $335K | 0.0% | N/A | 0.001% | |
8/13/2025 | Fisher Asset Management LLC | 5,089 | $235K | 0.0% | -9.9% | 0.001% | |
8/13/2025 | Edgestream Partners L.P. | 42,582 | $1.97M | 0.1% | +18.3% | 0.006% | |
8/13/2025 | Lido Advisors LLC | 33,376 | $1.54M | 0.0% | +87.7% | 0.005% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 24,317,154 | $1.12B | 0.8% | +5.8% | 3.371% | |
8/13/2025 | Elevation Point Wealth Partners LLC | 133,923 | $6.19M | 0.5% | +16.9% | 0.019% | |
8/13/2025 | Hobbs Wealth Management LLC | 35,928 | $1.66M | 1.6% | -16.9% | 0.005% | |
8/13/2025 | GM Advisory Group LLC | 687,180 | $31.77M | 1.6% | -0.5% | 0.095% | |
8/13/2025 | Maia Wealth LLC | 101,364 | $4.69M | 0.9% | -9.6% | 0.014% | |
8/12/2025 | J.W. Cole Advisors Inc. | 28,753 | $1.33M | 0.0% | +11.9% | 0.004% | |
8/12/2025 | Richmond Investment Services LLC | 32,480 | $1.50M | 0.3% | N/A | 0.005% | |
8/12/2025 | Financial Advocates Investment Management | 127,816 | $5.91M | 0.5% | +203.9% | 0.018% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 89,793 | $4.15M | 0.0% | -7.1% | 0.012% | |
8/12/2025 | CreativeOne Wealth LLC | 955,781 | $44.19M | 1.2% | -9.1% | 0.133% | |
8/12/2025 | Maripau Wealth Management LLC | 61,590 | $2.85M | 1.4% | -21.8% | 0.009% | |
8/12/2025 | Global Retirement Partners LLC | 369,025 | $17.06M | 0.4% | N/A | 0.051% | |
8/12/2025 | Coldstream Capital Management Inc. | 40,101 | $1.85M | 0.0% | -1.2% | 0.006% | |
8/12/2025 | Forum Private Client Group LLC | 315,713 | $14.60M | 5.6% | +4.7% | 0.044% | |
8/12/2025 | Richard W. Paul & Associates LLC | 72,177 | $3.34M | 1.2% | -1.3% | 0.010% | |
8/12/2025 | Sfmg LLC | 8,905 | $412K | 0.0% | +11.4% | 0.001% | |
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8/12/2025 | Franklin Resources Inc. | 1,050 | $49K | 0.0% | -61.4% | 0.000% | |
8/12/2025 | Journey Strategic Wealth LLC | 12,304 | $569K | 0.0% | -3.6% | 0.002% | |
8/12/2025 | JPMorgan Chase & Co. | 18,782,389 | $868.31M | 0.1% | +3.4% | 2.604% | |
8/12/2025 | Tarbox Family Office Inc. | 19,073 | $882K | 0.1% | -21.2% | 0.003% | |
8/12/2025 | Absolute Capital Management LLC | 54,808 | $2.53M | 1.3% | -3.3% | 0.008% | |
8/12/2025 | 17 Capital Partners LLC | 7,755 | $359K | 0.2% | -63.7% | 0.001% | |
8/12/2025 | NFP Retirement Inc. | 6,158 | $285K | 0.0% | -24.3% | 0.001% | |
8/11/2025 | TRUE Private Wealth Advisors | 10,104 | $467K | 0.1% | -64.2% | 0.001% | |
8/11/2025 | Copperleaf Capital LLC | 165,688 | $7.66M | 3.9% | +0.8% | 0.023% | |
8/11/2025 | Wealthspire Advisors LLC | 4,340,479 | $200.66M | 1.1% | -3.3% | 0.602% | |