9/12/2025 | Valeo Financial Advisors LLC | 42,033 | $4.39M | 0.1% | +1,443.6% | 0.011% | |
9/9/2025 | NWF Advisory Services Inc. | 2,224 | $232K | 0.0% | +13.9% | 0.001% | |
9/4/2025 | SevenBridge Financial Group LLC | 30,973 | $3.23M | 0.6% | -6.9% | 0.008% | |
9/4/2025 | Osaic Holdings Inc. | 894,488 | $93.62M | 0.2% | +47.3% | 0.241% | |
8/29/2025 | Evolution Wealth Management Inc. | 419 | $44K | 0.1% | N/A | 0.000% | |
8/29/2025 | Total Investment Management Inc. | 320 | $33K | 0.0% | N/A | 0.000% | |
8/28/2025 | Midwestern Financial LLC IA | 9,953 | $1.04M | 1.0% | N/A | 0.003% | |
8/27/2025 | Orion Porfolio Solutions LLC | 688,042 | $71.89M | 0.6% | +21.5% | 0.186% | |
8/26/2025 | Thrivent Financial for Lutherans | 71,792 | $7.50M | 0.0% | -80.5% | 0.019% | |
8/25/2025 | Promus Capital LLC | 1,550 | $162K | 0.1% | +3,129.2% | 0.000% | |
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8/21/2025 | Clarion Wealth Managment Partners LLC | 5,570 | $582K | 0.6% | N/A | 0.002% | |
8/20/2025 | Tull Financial Group Inc. | 5,446 | $569K | 0.3% | N/A | 0.001% | |
8/20/2025 | North Dallas Bank & Trust Co. | 57,506 | $6.01M | 4.6% | N/A | 0.016% | |
8/20/2025 | Forefront Wealth Partners LLC | 18,711 | $1.99M | 1.3% | +20.3% | 0.005% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 7,985 | $834K | 0.0% | N/A | 0.002% | |
8/19/2025 | Cape Investment Advisory Inc. | 2,528 | $264K | 0.1% | +36.2% | 0.001% | |
8/19/2025 | Advisory Services Network LLC | 127,589 | $13.25M | 0.2% | -0.1% | 0.034% | |
8/19/2025 | Hohimer Wealth Management LLC | 19,474 | $2.04M | 0.4% | -30.2% | 0.005% | |
8/18/2025 | N.E.W. Advisory Services LLC | 236 | $25K | 0.0% | -50.0% | 0.000% | |
8/18/2025 | Geneos Wealth Management Inc. | 44,405 | $4.64M | 0.1% | -19.2% | 0.012% | |
8/18/2025 | Hollencrest Capital Management | 253 | $26K | 0.0% | N/A | 0.000% | |
8/18/2025 | Kestra Investment Management LLC | 419,810 | $43.86M | 1.3% | +17.8% | 0.113% | |
8/18/2025 | Goodman Advisory Group LLC | 4,756 | $497K | 0.2% | N/A | 0.001% | |
8/16/2025 | Headlands Technologies LLC | 1,740 | $182K | 0.0% | N/A | 0.000% | |
8/15/2025 | Strategic Investment Advisors MI | 8,812 | $921K | 0.1% | -5.1% | 0.002% | |
8/15/2025 | High Falls Advisors Inc | 58,938 | $6.16M | 1.4% | -23.5% | 0.016% | |
8/15/2025 | FFT Wealth Management LLC | 28,951 | $3.01M | 0.6% | -52.0% | 0.008% | |
8/15/2025 | LGL Partners LLC | 2,044 | $213K | 0.1% | -23.9% | 0.001% | |
8/15/2025 | Binnacle Investments Inc | 3,672 | $384K | 0.2% | -14.5% | 0.001% | |
8/15/2025 | Brown Financial Advisors | 3,601 | $376K | 0.1% | N/A | 0.001% | |
8/15/2025 | Corient Private Wealth LLC | 817,151 | $85.38M | 0.1% | +21.8% | 0.221% | |
8/15/2025 | WealthCollab LLC | 65,430 | $6.84M | 3.8% | +11.2% | 0.018% | |
8/15/2025 | Equitable Holdings Inc. | 406,057 | $42.43M | 0.3% | +11.7% | 0.110% | |
8/15/2025 | Florida Financial Advisors LLC | 6,618 | $691K | 0.2% | +38.9% | 0.002% | |
8/15/2025 | Hayek Kallen Investment Management | 2,800 | $293K | 0.1% | N/A | 0.001% | |
8/15/2025 | Stonebridge Capital Advisors LLC | 9,868 | $1.03M | 0.1% | -1.5% | 0.003% | |
8/15/2025 | Captrust Financial Advisors | 1,358,342 | $141.92M | 0.3% | +11.7% | 0.367% | |
8/15/2025 | Blue Chip Partners LLC | 4,672 | $488K | 0.0% | -98.2% | 0.001% | |
8/15/2025 | Keel Point LLC | 7,926 | $828K | 0.1% | -5.8% | 0.002% | |
8/15/2025 | Fidelity D & D Bancorp Inc. | 8,000 | $836K | 0.5% | -52.9% | 0.002% | |
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8/15/2025 | Manhattan West Asset Management LLC | 122,970 | $12.85M | 3.0% | -5.4% | 0.033% | |
8/15/2025 | Cooksen Wealth LLC | 12,282 | $1.28M | 1.0% | +9.9% | 0.003% | |
8/15/2025 | WFA of San Diego LLC | 1,215 | $127K | 0.1% | N/A | 0.000% | |
8/15/2025 | Visionary Wealth Advisors | 20,252 | $2.12M | 0.1% | -1.6% | 0.005% | |
8/15/2025 | Smartleaf Asset Management LLC | 15,758 | $1.64M | 0.1% | +154.7% | 0.004% | |
8/15/2025 | Redwood Investment Management LLC | 21,543 | $2.25M | 0.2% | +17.4% | 0.006% | |
8/15/2025 | Oxford Financial Group LTD. LLC | 946,873 | $98.93M | 5.9% | -1.2% | 0.256% | |
8/15/2025 | Orion Porfolio Solutions LLC | 228,642 | $23.89M | 0.2% | -59.6% | 0.062% | |
8/15/2025 | MML Investors Services LLC | 1,957,609 | $204.53M | 0.6% | +7.6% | 0.529% | |
8/15/2025 | Modern Wealth Management LLC | 16,812 | $1.76M | 0.0% | +38.0% | 0.005% | |
8/15/2025 | Lazard Asset Management LLC | 61,136 | $6.39M | 0.0% | -30.1% | 0.017% | |
8/15/2025 | Helium Advisors LLC | 3,567 | $373K | 0.2% | -15.7% | 0.001% | |
8/15/2025 | Great Valley Advisor Group Inc. | 107,866 | $11.27M | 0.2% | -62.2% | 0.029% | |
8/15/2025 | Group One Trading LLC | 86,245 | $9.01M | 0.0% | N/A | 0.023% | |
8/15/2025 | Garden State Investment Advisory Services LLC | 12,469 | $1.31M | 0.3% | -39.6% | 0.003% | |
8/15/2025 | EP Wealth Advisors LLC | 844,683 | $88.25M | 0.6% | -11.0% | 0.228% | |
8/15/2025 | Envision Financial Planning LLC | 25,932 | $2.71M | 1.3% | N/A | 0.007% | |
8/15/2025 | Curi Capital LLC | 7,797 | $815K | 0.0% | +69.9% | 0.002% | |
8/15/2025 | Benjamin Edwards Inc. | 62,915 | $6.57M | 0.1% | +101.1% | 0.017% | |
8/15/2025 | BNP Paribas Financial Markets | 57,294 | $5.99M | 0.0% | +29.5% | 0.015% | |
8/15/2025 | Ameriprise Financial Inc. | 1,524,453 | $159.25M | 0.0% | -1.0% | 0.412% | |
8/14/2025 | Connecticut Wealth Management LLC | 72,167 | $7.54M | 0.4% | +23.8% | 0.019% | |
8/14/2025 | Florida Financial Advisors LLC | 6,888 | $719K | 0.5% | +44.6% | 0.002% | |
8/14/2025 | First Citizens Asset Management Inc. | 166,669 | $17.41M | 6.8% | -3.7% | 0.045% | |
8/14/2025 | Camarda Financial Advisors LLC | 7,331 | $766K | 0.3% | +10.8% | 0.002% | |
8/14/2025 | Ausdal Financial Partners Inc. | 13,165 | $1.38M | 0.1% | -13.0% | 0.004% | |
8/14/2025 | Raymond James Financial Inc. | 2,228,405 | $232.82M | 0.1% | +27.8% | 0.602% | |
8/14/2025 | Betterment LLC | 18,584,233 | $1.94B | 4.1% | +1.0% | 5.017% | |
8/14/2025 | Quantinno Capital Management LP | 28,482 | $2.98M | 0.0% | -3.2% | 0.008% | |
8/14/2025 | Diversify Advisory Services LLC | 9,232 | $962K | 0.0% | -25.7% | 0.002% | |
8/14/2025 | Alliancebernstein L.P. | 432,884 | $45.23M | 0.0% | -1.4% | 0.117% | |
8/14/2025 | Objective Capital Management LLC | 3,550 | $371K | 0.4% | +6.0% | 0.001% | |
8/14/2025 | Peapack Gladstone Financial Corp | 146,710 | $15.33M | 0.2% | +66.3% | 0.040% | |
8/14/2025 | Operose Advisors LLC | 4,487 | $469K | 0.1% | -46.8% | 0.001% | |
8/14/2025 | HUB Investment Partners LLC | 45,376 | $4.74M | 0.2% | +8.8% | 0.012% | |
8/14/2025 | Ieq Capital LLC | 29,859 | $3.12M | 0.0% | +50.3% | 0.008% | |
8/14/2025 | Main Street Financial Solutions LLC | 19,303 | $2.02M | 0.1% | +5.7% | 0.005% | |
8/14/2025 | Clarity Asset Management Inc. | 68,120 | $7.12M | 4.2% | +5.9% | 0.018% | |
8/14/2025 | Laird Norton Wetherby Trust Company LLC | 95,558 | $9.98M | 1.4% | +4.2% | 0.026% | |
8/14/2025 | Glenview Trust co | 8,145 | $851K | 0.0% | -13.3% | 0.002% | |
8/14/2025 | The Manufacturers Life Insurance Company | 196,034 | $20.48M | 0.0% | -17.0% | 0.053% | |
8/14/2025 | Sand Hill Global Advisors LLC | 72,213 | $7.55M | 0.3% | -20.6% | 0.019% | |
8/14/2025 | FAS Wealth Partners Inc. | 17,317 | $1.81M | 0.1% | -5.0% | 0.005% | |
8/14/2025 | German American Bancorp Inc. | 122,736 | $12.82M | 1.3% | +48.2% | 0.033% | |
8/14/2025 | Becker Capital Management Inc. | 4,589 | $479K | 0.0% | -87.0% | 0.001% | |
8/14/2025 | Sei Investments Co. | 4,542,476 | $474.60M | 0.6% | -17.9% | 1.226% | |
8/14/2025 | NewEdge Advisors LLC | 219,603 | $22.94M | 0.1% | -2.7% | 0.059% | |
8/14/2025 | Integrated Investment Consultants LLC | 4,380 | $458K | 0.1% | +5.3% | 0.001% | |
8/14/2025 | Financial Strategies Group Inc. | 23,673 | $2.46M | 0.5% | +21.8% | 0.006% | |
8/14/2025 | Acorn Wealth Advisors LLC | 4,035 | $422K | 0.2% | N/A | 0.001% | |
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8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 71,302 | $7.45M | 0.3% | +10.4% | 0.019% | |
8/14/2025 | SVB Wealth LLC | 126,098 | $13.18M | 0.7% | N/A | 0.034% | |
8/14/2025 | L2 Asset Management LLC | 12,400 | $1.30M | 0.2% | N/A | 0.003% | |
8/14/2025 | Transce3nd LLC | 2,941 | $307K | 0.1% | +9.0% | 0.001% | |
8/14/2025 | Vertex Planning Partners LLC | 10,821 | $1.13M | 0.2% | +7.7% | 0.003% | |
8/14/2025 | Ally Invest Advisors Inc. | 204,718 | $21.39M | 1.7% | +2.5% | 0.055% | |
8/14/2025 | Baker Avenue Asset Management LP | 30,565 | $3.19M | 0.1% | -9.9% | 0.008% | |
8/14/2025 | Balance Wealth LLC | 10,182 | $1.06M | 0.6% | -32.7% | 0.003% | |
8/14/2025 | Cary Street Partners Financial LLC | 24,178 | $2.53M | 0.1% | +137.7% | 0.007% | |
8/14/2025 | Cerity Partners LLC | 923,726 | $96.44M | 0.2% | +23.5% | 0.249% | |