8/15/2025 | North Ridge Wealth Advisors Inc. | 9,640 | $661K | 0.4% | +15.5% | 0.006% | |
8/15/2025 | Brown Financial Advisors | 58,061 | $3.98M | 1.6% | -2.8% | 0.035% | |
8/15/2025 | Corient Private Wealth LLC | 1,044,887 | $71.62M | 0.1% | +15.7% | 0.638% | |
8/15/2025 | WealthCollab LLC | 48,623 | $3.33M | 1.9% | +0.8% | 0.030% | |
8/15/2025 | Captrust Financial Advisors | 6,185 | $424K | 0.0% | -3.3% | 0.004% | |
8/15/2025 | Prevail Innovative Wealth Advisors LLC | 24,855 | $1.70M | 0.4% | +27.8% | 0.015% | |
8/15/2025 | MML Investors Services LLC | 1,732,017 | $118.71M | 0.3% | +34.2% | 1.057% | |
8/15/2025 | Modern Wealth Management LLC | 178,030 | $12.20M | 0.3% | +4,340.8% | 0.109% | |
8/15/2025 | IHT Wealth Management LLC | 285,071 | $19.54M | 0.5% | +5.7% | 0.174% | |
8/15/2025 | Freedom Financial Partners LLC | 121,749 | $8.34M | 3.5% | +5.9% | 0.074% | |
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8/15/2025 | Great Valley Advisor Group Inc. | 826,949 | $56.68M | 1.3% | +10.0% | 0.505% | |
8/15/2025 | EP Wealth Advisors LLC | 57,064 | $3.91M | 0.0% | -0.7% | 0.035% | |
8/15/2025 | Eaton Cambridge Inc. | 18,251 | $1.25M | 0.5% | +13.1% | 0.011% | |
8/15/2025 | Bank of America Corp DE | 17,544,658 | $1.20B | 0.1% | +1,271.2% | 10.711% | |
8/15/2025 | Ameriprise Financial Inc. | 1,538,323 | $101.32M | 0.0% | +60.5% | 0.939% | |
8/14/2025 | Jane Street Group LLC | 256,932 | $17.61M | 0.0% | +23.9% | 0.157% | |
8/14/2025 | Ausdal Financial Partners Inc. | 9,151 | $627K | 0.0% | -11.1% | 0.006% | |
8/14/2025 | Raymond James Financial Inc. | 490,585 | $33.63M | 0.0% | +50.6% | 0.300% | |
8/14/2025 | Peak Asset Management LLC | 56,400 | $3.87M | 0.7% | +3.6% | 0.034% | |
8/14/2025 | Betterment LLC | 25,672 | $1.76M | 0.0% | +109.0% | 0.016% | |
8/14/2025 | Quantinno Capital Management LP | 14,735 | $1.01M | 0.0% | +74.1% | 0.009% | |
8/14/2025 | Diversify Wealth Management LLC | 13,280 | $946K | 0.1% | +20.3% | 0.008% | |
8/14/2025 | Diversify Advisory Services LLC | 6,715 | $478K | 0.0% | N/A | 0.004% | |
8/14/2025 | HUB Investment Partners LLC | 245,298 | $16.81M | 0.6% | -52.6% | 0.150% | |
8/14/2025 | Clarity Asset Management Inc. | 1,253 | $86K | 0.1% | +66.6% | 0.001% | |
8/14/2025 | NewEdge Advisors LLC | 168,995 | $11.58M | 0.1% | +12.8% | 0.103% | |
8/14/2025 | Planwiser Financial LLC | 8,606 | $602K | 0.5% | -82.1% | 0.005% | |
8/14/2025 | CoreFirst Bank & Trust | 50,498 | $3.46M | 2.0% | +1.7% | 0.031% | |
8/14/2025 | Cerity Partners LLC | 2,615,107 | $179.71M | 0.3% | +13.9% | 1.597% | |
8/13/2025 | Vance Wealth LLC | 14,413 | $988K | 0.3% | N/A | 0.009% | |
8/13/2025 | Cresset Asset Management LLC | 834,991 | $57.23M | 0.2% | +8.8% | 0.510% | |
8/13/2025 | Gateway Wealth Partners LLC | 65,829 | $4.51M | 0.9% | +12.4% | 0.040% | |
8/13/2025 | Brown Advisory Inc. | 40,666 | $2.79M | 0.0% | +474.2% | 0.025% | |
8/13/2025 | GeoWealth Management LLC | 47,697 | $3.27M | 0.1% | +1.8% | 0.029% | |
8/13/2025 | Annandale Capital LLC | 66,433 | $4.55M | 0.3% | -0.8% | 0.041% | |
8/13/2025 | Parkworth Wealth Management Inc. | 54,519 | $3.74M | 2.7% | +2.7% | 0.033% | |
8/13/2025 | EverSource Wealth Advisors LLC | 8,932 | $612K | 0.0% | -2.4% | 0.005% | |
8/13/2025 | CW Advisors LLC | 1,319,578 | $90.44M | 0.9% | +1.2% | 0.806% | |
8/13/2025 | IAG Wealth Partners LLC | 62,724 | $4.30M | 0.6% | -15.0% | 0.038% | |
8/13/2025 | Nicolet Bankshares Inc. | 195,110 | $13.37M | 2.3% | +7.8% | 0.119% | |
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8/13/2025 | WCG Wealth Advisors LLC | 112,609 | $7.72M | 0.5% | +7.5% | 0.069% | |
8/13/2025 | Beacon Pointe Advisors LLC | 5,707 | $391K | 0.0% | N/A | 0.003% | |
8/13/2025 | Holos Integrated Wealth LLC | 29,550 | $2.09M | 1.3% | +1.7% | 0.018% | |
8/13/2025 | D L Carlson Investment Group Inc. | 68,793 | $4.72M | 0.9% | +13.2% | 0.042% | |
8/13/2025 | M&T Bank Corp | 4,183 | $287K | 0.0% | N/A | 0.003% | |
8/13/2025 | JRM Investment Counsel LLC | 299,264 | $20.51M | 6.6% | +17.6% | 0.183% | |
8/13/2025 | Kuhn & Co Investment Counsel | 8,316 | $570K | 0.4% | +36.3% | 0.005% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 3,062,191 | $209.88M | 0.2% | +28.1% | 1.869% | |
8/13/2025 | Integrity Investment Advisors LLC | 14,521 | $995K | 0.8% | +11.7% | 0.009% | |
8/13/2025 | Copley Financial Group Inc. | 3,502 | $240K | 0.2% | -5.3% | 0.002% | |
8/13/2025 | Correct Capital Wealth Management | 253,792 | $17.40M | 2.5% | -49.9% | 0.155% | |
8/12/2025 | J.W. Cole Advisors Inc. | 6,377 | $437K | 0.0% | +25.8% | 0.004% | |
8/12/2025 | Richmond Investment Services LLC | 10,704 | $734K | 0.2% | +68.3% | 0.007% | |
8/12/2025 | Cornerstone Capital Inc. | 3,815 | $261K | 0.0% | -39.4% | 0.002% | |
8/12/2025 | Burk Holdings LLC | 48,801 | $3.35M | 2.1% | N/A | 0.030% | |
8/12/2025 | South Plains Financial Inc. | 1,098 | $75K | 0.1% | +61.2% | 0.001% | |
8/12/2025 | CreativeOne Wealth LLC | 368,818 | $25.28M | 0.7% | +68.7% | 0.225% | |
8/12/2025 | Hill Investment Group Partners LLC | 169,452 | $11.61M | 1.5% | +24.7% | 0.103% | |
8/12/2025 | Global Retirement Partners LLC | 19,063 | $1.31M | 0.0% | N/A | 0.012% | |
8/12/2025 | American Century Companies Inc. | 2,430,093 | $166.56M | 0.1% | +25.9% | 1.484% | |
8/12/2025 | Nemes Rush Group LLC | 3,500 | $240K | 0.0% | +20.9% | 0.002% | |
8/12/2025 | Cozad Asset Management Inc. | 14,210 | $974K | 0.1% | +14.1% | 0.009% | |
8/12/2025 | AlphaCore Capital LLC | 40,982 | $2.81M | 0.1% | +60.9% | 0.025% | |
8/12/2025 | Journey Strategic Wealth LLC | 3,152 | $216K | 0.0% | N/A | 0.002% | |
8/12/2025 | MAI Capital Management | 4,344 | $298K | 0.0% | +765.3% | 0.003% | |
8/12/2025 | JPMorgan Chase & Co. | 311,490 | $21.35M | 0.0% | +44.4% | 0.190% | |
8/12/2025 | Passive Capital Management LLC. | 132,648 | $9.11M | 2.8% | +2.1% | 0.081% | |
8/12/2025 | NorthStar Asset Management LLC NJ | 34,788 | $2.38M | 0.6% | +843.3% | 0.021% | |
8/12/2025 | Tarbox Family Office Inc. | 532,184 | $36.48M | 5.5% | -0.7% | 0.325% | |
8/12/2025 | BWM Planning LLC | 53,886 | $3.69M | 1.3% | +24.9% | 0.033% | |
8/12/2025 | PKS Advisory Services LLC | 24,753 | $1.70M | 0.4% | +10.5% | 0.015% | |
8/11/2025 | Perennial Investment Advisors LLC | 25,082 | $1.72M | 0.2% | N/A | 0.016% | |
8/11/2025 | Diversified Portfolios Inc. | 474,627 | $32.53M | 3.1% | +13.6% | 0.298% | |
8/11/2025 | Slagle Financial LLC | 25,935 | $1.78M | 0.7% | N/A | 0.016% | |
8/8/2025 | Tortoise Investment Management LLC | 121,625 | $8.34M | 0.8% | +16.9% | 0.074% | |
8/8/2025 | Rockefeller Capital Management L.P. | 101,429 | $6.95M | 0.0% | +9.8% | 0.062% | |
8/8/2025 | Collaborative Wealth Managment Inc. | 72,244 | $4.95M | 2.2% | +15.5% | 0.044% | |
8/8/2025 | Avantax Advisory Services Inc. | 128,732 | $8.82M | 0.0% | +12.0% | 0.079% | |
8/8/2025 | Cetera Investment Advisers | 548,182 | $37.57M | 0.1% | +62.4% | 0.335% | |
8/8/2025 | Creative Planning | 1,040,450 | $71.31M | 0.1% | -6.2% | 0.635% | |
8/8/2025 | Truepoint Inc. | 484,782 | $33.23M | 0.8% | +21.1% | 0.296% | |
8/8/2025 | Foundations Investment Advisors LLC | 187,205 | $12.83M | 0.2% | +4.1% | 0.114% | |
8/8/2025 | Pacific Life Fund Advisors LLC | 23,304 | $1.60M | 0.2% | -52.9% | 0.014% | |
8/8/2025 | RAM Investment Partners LLC | 14,596 | $1M | 0.2% | +187.8% | 0.009% | |
8/8/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 13,101 | $898K | 0.2% | -2.0% | 0.008% | |
8/8/2025 | D Orazio & Associates Inc. | 91,659 | $6.28M | 0.9% | +164.6% | 0.056% | |
8/8/2025 | PNC Financial Services Group Inc. | 1,795,928 | $123.09M | 0.1% | +307.9% | 1.096% | |
8/8/2025 | Advyzon Investment Management LLC | 6,572 | $450K | 0.1% | N/A | 0.004% | |
8/8/2025 | VeraBank N.A. | 239,240 | $16.40M | 3.3% | +2.8% | 0.146% | |
8/7/2025 | Lakeridge Wealth Management LLC | 59,566 | $4.08M | 1.9% | +273.7% | 0.036% | |
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8/7/2025 | CENTRAL TRUST Co | 26,016 | $1.78M | 0.0% | +45.4% | 0.016% | |
8/7/2025 | Nwam LLC | 19,290 | $1.34M | 0.1% | +14.6% | 0.012% | |
8/7/2025 | Summit X LLC | 158,086 | $10.84M | 2.0% | +79.5% | 0.097% | |
8/7/2025 | Fonville Wealth Management LLC | 195,504 | $13.40M | 3.4% | +11.8% | 0.119% | |
8/7/2025 | Midwest Trust Co | 695,622 | $47.68M | 0.7% | N/A | 0.425% | |
8/6/2025 | Cannon Financial Strategists Inc. | 365,465 | $25.05M | 4.0% | +0.7% | 0.223% | |
8/6/2025 | Valued Wealth Advisors LLC | 164,580 | $11.28M | 5.9% | +3.1% | 0.100% | |
8/6/2025 | AE Wealth Management LLC | 4,645 | $318K | 0.0% | +62.2% | 0.003% | |
8/6/2025 | Capasso Planning Partners LLC | 60,641 | $4.16M | 2.4% | -41.5% | 0.037% | |
8/6/2025 | Rialto Wealth Management LLC | 19,558 | $1.34M | 0.4% | +62.3% | 0.012% | |