8/19/2025 | Advisory Services Network LLC | 56,793 | $2.44M | 0.0% | +11.0% | 0.020% | |
8/19/2025 | Asset Dedication LLC | 20,073 | $860K | 0.1% | +25.6% | 0.007% | |
8/18/2025 | N.E.W. Advisory Services LLC | 145,243 | $6.22M | 0.6% | -13.5% | 0.051% | |
8/18/2025 | Kestra Investment Management LLC | 2,692,601 | $115.32M | 3.5% | +11.8% | 0.948% | |
8/15/2025 | Corient Private Wealth LLC | 3,914,131 | $167.64M | 0.2% | +8.0% | 1.379% | |
8/15/2025 | Equitable Holdings Inc. | 450,209 | $19.28M | 0.2% | +7.8% | 0.159% | |
8/15/2025 | Captrust Financial Advisors | 336,933 | $14.43M | 0.0% | -0.8% | 0.119% | |
8/15/2025 | Prevail Innovative Wealth Advisors LLC | 34,014 | $1.46M | 0.3% | +20.4% | 0.012% | |
8/15/2025 | Visionary Wealth Advisors | 153,746 | $6.59M | 0.3% | +5.8% | 0.054% | |
8/15/2025 | Smartleaf Asset Management LLC | 16,585 | $710K | 0.1% | -7.0% | 0.006% | |
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8/15/2025 | Orion Porfolio Solutions LLC | 127,843 | $5.40M | 0.0% | +520.6% | 0.045% | |
8/15/2025 | MML Investors Services LLC | 306,037 | $13.11M | 0.0% | +11.5% | 0.108% | |
8/15/2025 | Monograph Wealth Advisors LLC | 254,770 | $10.91M | 1.3% | -0.5% | 0.090% | |
8/15/2025 | Modern Wealth Management LLC | 17,388 | $745K | 0.0% | N/A | 0.006% | |
8/15/2025 | EP Wealth Advisors LLC | 3,561,564 | $152.54M | 1.0% | +18.4% | 1.255% | |
8/15/2025 | Curi Capital LLC | 34,336 | $1.47M | 0.0% | +306.3% | 0.012% | |
8/15/2025 | Bank of America Corp DE | 1,303,722 | $55.84M | 0.0% | +33.6% | 0.459% | |
8/15/2025 | Ameriprise Financial Inc. | 17,830 | $764K | 0.0% | -5.3% | 0.006% | |
8/15/2025 | AQR Capital Management LLC | 149,088 | $6.39M | 0.0% | +36.5% | 0.053% | |
8/14/2025 | CLG LLC | 58,395 | $2.50M | 0.8% | +1.6% | 0.021% | |
8/14/2025 | Jane Street Group LLC | 1,366,009 | $58.51M | 0.0% | -34.1% | 0.481% | |
8/14/2025 | Raymond James Financial Inc. | 3,485,479 | $149.28M | 0.1% | +7.5% | 1.228% | |
8/14/2025 | Betterment LLC | 108,376 | $4.64M | 0.0% | +4.2% | 0.038% | |
8/14/2025 | Quantinno Capital Management LP | 60,267 | $2.58M | 0.0% | +75.9% | 0.021% | |
8/14/2025 | Diversify Advisory Services LLC | 17,053 | $768K | 0.0% | +73.8% | 0.006% | |
8/14/2025 | Peapack Gladstone Financial Corp | 272,272 | $11.66M | 0.2% | +193.1% | 0.096% | |
8/14/2025 | Faithward Advisors LLC | 9,022 | $386K | 0.1% | +20.1% | 0.003% | |
8/14/2025 | Sei Investments Co. | 16,841 | $721K | 0.0% | N/A | 0.006% | |
8/14/2025 | NewEdge Advisors LLC | 42,241 | $1.81M | 0.0% | -1.9% | 0.015% | |
8/14/2025 | Acorn Wealth Advisors LLC | 13,997 | $599K | 0.2% | +10.9% | 0.005% | |
8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 9,087 | $389K | 0.0% | +8.3% | 0.003% | |
8/14/2025 | Cary Street Partners Financial LLC | 7,417 | $318K | 0.0% | +49.6% | 0.003% | |
8/14/2025 | Cerity Partners LLC | 2,766,692 | $118.50M | 0.2% | +4.1% | 0.975% | |
8/13/2025 | Per Stirling Capital Management LLC. | 85,411 | $3.66M | 0.5% | +43.3% | 0.030% | |
8/13/2025 | Vance Wealth LLC | 52,246 | $2.24M | 0.8% | -16.7% | 0.018% | |
8/13/2025 | Seven Springs Wealth Group LLC | 35,609 | $1.53M | 0.4% | -1.6% | 0.013% | |
8/13/2025 | Flow Traders U.S. LLC | 55,527 | $2.38M | 0.1% | N/A | 0.020% | |
8/13/2025 | Cresset Asset Management LLC | 70,454 | $3.02M | 0.0% | +14.2% | 0.025% | |
8/13/2025 | M Holdings Securities Inc. | 55,314 | $2.37M | 0.4% | N/A | 0.019% | |
8/13/2025 | Baird Financial Group Inc. | 198,325 | $8.49M | 0.0% | +58.0% | 0.070% | |
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8/13/2025 | Parkworth Wealth Management Inc. | 35,157 | $1.51M | 1.1% | -1.9% | 0.012% | |
8/13/2025 | EverSource Wealth Advisors LLC | 118,048 | $5.06M | 0.2% | +14.0% | 0.042% | |
8/13/2025 | CW Advisors LLC | 11,566 | $495K | 0.0% | +4.7% | 0.004% | |
8/13/2025 | JT Stratford LLC | 18,733 | $802K | 0.1% | -6.2% | 0.007% | |
8/13/2025 | Beacon Pointe Advisors LLC | 647,336 | $27.73M | 0.3% | +0.9% | 0.228% | |
8/13/2025 | ARK & TLK Investments LLC | 46,493 | $1.99M | 0.6% | -11.4% | 0.016% | |
8/13/2025 | Valued Retirements Inc. | 112,558 | $4.82M | 5.4% | -5.5% | 0.040% | |
8/13/2025 | Lido Advisors LLC | 13,982 | $599K | 0.0% | N/A | 0.005% | |
8/13/2025 | Tobias Financial Advisors Inc. | 426,593 | $18.27M | 3.1% | +11.1% | 0.150% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 24,627,560 | $1.05B | 0.8% | +1,676.6% | 8.675% | |
8/13/2025 | Choreo LLC | 1,515,519 | $64.91M | 0.9% | -6.5% | 0.534% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 133,204 | $5.71M | 0.0% | +6.0% | 0.047% | |
8/12/2025 | Burk Holdings LLC | 92,670 | $3.97M | 2.5% | N/A | 0.033% | |
8/12/2025 | Kaye Capital Management | 17,388 | $745K | 0.3% | -33.9% | 0.006% | |
8/12/2025 | Quadcap Wealth Management LLC | 11,314 | $485K | 0.1% | +19.4% | 0.004% | |
8/12/2025 | CreativeOne Wealth LLC | 7,204 | $309K | 0.0% | N/A | 0.003% | |
8/12/2025 | Hill Investment Group Partners LLC | 611,184 | $26.18M | 3.4% | -5.2% | 0.215% | |
8/12/2025 | Global Retirement Partners LLC | 8,665 | $371K | 0.0% | N/A | 0.003% | |
8/12/2025 | Coldstream Capital Management Inc. | 10,112 | $433K | 0.0% | +69.8% | 0.004% | |
8/12/2025 | Barnes Pettey Financial Advisors LLC | 101,335 | $4.34M | 2.9% | -0.3% | 0.036% | |
8/12/2025 | Private Management Group Inc. | 4,744 | $203K | 0.0% | N/A | 0.002% | |
8/12/2025 | Cowa LLC | 416,369 | $17.82M | 6.8% | +27.3% | 0.147% | |
8/12/2025 | Del Sette Capital Management LLC | 97,868 | $4.19M | 2.9% | -14.4% | 0.034% | |
8/12/2025 | AlphaCore Capital LLC | 8,995 | $385K | 0.0% | +18.9% | 0.003% | |
8/12/2025 | Journey Strategic Wealth LLC | 9,882 | $423K | 0.0% | -8.7% | 0.003% | |
8/12/2025 | MAI Capital Management | 49,986 | $2.14M | 0.0% | +13.3% | 0.018% | |
8/12/2025 | JPMorgan Chase & Co. | 509,202 | $21.81M | 0.0% | -1.6% | 0.179% | |
8/12/2025 | Archvest Wealth Advisors Inc. | 22,015 | $943K | 0.8% | +1.8% | 0.008% | |
8/12/2025 | Passive Capital Management LLC. | 10,150 | $435K | 0.1% | N/A | 0.004% | |
8/12/2025 | Tarbox Family Office Inc. | 11,547 | $495K | 0.1% | -2.1% | 0.004% | |
8/11/2025 | FineMark National Bank & Trust | 12,918 | $553K | 0.0% | +19.8% | 0.005% | |
8/11/2025 | Wealthspire Advisors LLC | 105,007 | $4.50M | 0.0% | +1.1% | 0.037% | |
8/11/2025 | Wescott Financial Advisory Group LLC | 424,837 | $18.20M | 1.7% | +0.2% | 0.150% | |
8/11/2025 | Root Financial Partners LLC | 592,957 | $25.40M | 2.5% | -9.9% | 0.209% | |
8/11/2025 | Johnson Financial Group LLC | 5,436 | $233K | 0.0% | -37.1% | 0.002% | |
8/11/2025 | Landaas & Co. WI ADV | 159,845 | $6.85M | 1.6% | N/A | 0.056% | |
8/11/2025 | Foundation Wealth Management LLC PA | 28,244 | $1.21M | 0.5% | +5.1% | 0.010% | |
8/11/2025 | Beta Wealth Group Inc. | 6,327 | $271K | 0.1% | -28.5% | 0.002% | |
8/8/2025 | Tortoise Investment Management LLC | 178,157 | $7.63M | 0.7% | +2.4% | 0.063% | |
8/8/2025 | KM Capital Management Ltd. | 304,034 | $13.02M | 6.4% | -1.7% | 0.107% | |
8/8/2025 | Rockefeller Capital Management L.P. | 378,536 | $16.21M | 0.0% | +4.1% | 0.133% | |
8/8/2025 | Kingsview Wealth Management LLC | 119,404 | $5.11M | 0.1% | N/A | 0.042% | |
8/8/2025 | Citizens Financial Group Inc. RI | 12,987 | $556K | 0.0% | +6.1% | 0.005% | |
8/8/2025 | Avantax Advisory Services Inc. | 54,980 | $2.36M | 0.0% | +32.6% | 0.019% | |
8/8/2025 | Sculati Wealth Management LLC | 97,232 | $4.16M | 1.6% | +973.4% | 0.034% | |
8/8/2025 | Cetera Investment Advisers | 1,670,688 | $71.56M | 0.1% | +144.6% | 0.588% | |
8/8/2025 | Creative Planning | 3,497,364 | $149.79M | 0.1% | -0.6% | 1.232% | |
8/8/2025 | Altiora Financial Group LLC | 186,434 | $7.99M | 1.6% | -0.8% | 0.066% | |
8/8/2025 | Beacon Harbor Wealth Advisors Inc. | 87,582 | $3.75M | 0.9% | -9.9% | 0.031% | |
8/8/2025 | Mason Street Advisors LLC | 414,700 | $17.76M | 2.1% | N/A | 0.146% | |
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8/8/2025 | Clearstead Trust LLC | 12,500 | $535K | 0.1% | N/A | 0.004% | |
8/8/2025 | PNC Financial Services Group Inc. | 7,834,447 | $335.55M | 0.2% | +7.4% | 2.759% | |
8/8/2025 | VeraBank N.A. | 184,612 | $7.91M | 1.6% | +12.9% | 0.065% | |
8/7/2025 | Fund Evaluation Group LLC | 58,819 | $2.52M | 0.1% | -23.1% | 0.021% | |
8/7/2025 | CENTRAL TRUST Co | 1,081 | $46K | 0.0% | N/A | 0.000% | |
8/7/2025 | Nwam LLC | 16,715 | $716K | 0.1% | -8.9% | 0.006% | |
8/7/2025 | Timonier Family Office LTD. | 138,723 | $5.94M | 2.2% | -3.1% | 0.049% | |
8/7/2025 | Samalin Investment Counsel LLC | 7,737 | $331K | 0.1% | -3.2% | 0.003% | |
8/7/2025 | Allworth Financial LP | 499,388 | $21.39M | 0.1% | -1.5% | 0.176% | |
8/7/2025 | Addison Advisors LLC | 92,500 | $3.96M | 1.0% | -0.8% | 0.033% | |