9/12/2025 | Valeo Financial Advisors LLC | 44,785 | $5.76M | 0.1% | +2.0% | 0.012% | |
9/9/2025 | Cambridge Financial Group LLC | 6,295 | $809K | 0.3% | +3.8% | 0.002% | |
9/9/2025 | NWF Advisory Services Inc. | 49,836 | $6.41M | 0.8% | +0.7% | 0.013% | |
9/5/2025 | Prospera Capital Management LLC | 2,816 | $362K | 0.1% | N/A | 0.001% | |
9/4/2025 | Osaic Holdings Inc. | 241,982 | $31.10M | 0.1% | +9.3% | 0.064% | |
8/29/2025 | Centaurus Financial Inc. | 2,546 | $327K | 0.0% | -3.3% | 0.001% | |
8/28/2025 | Prospera Capital Management LLC | 2,816 | $362K | 0.1% | N/A | 0.001% | |
8/28/2025 | Midwestern Financial LLC IA | 21,156 | $2.72M | 2.5% | N/A | 0.006% | |
8/27/2025 | Orion Porfolio Solutions LLC | 2,597 | $334K | 0.0% | +43.3% | 0.001% | |
8/25/2025 | Silverlake Wealth Management LLC | 10,672 | $1.37M | 0.4% | N/A | 0.003% | |
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8/19/2025 | Newbridge Financial Services Group Inc. | 307 | $39K | 0.0% | -97.4% | 0.000% | |
8/19/2025 | Advisory Services Network LLC | 5,219 | $678K | 0.0% | +6.0% | 0.001% | |
8/19/2025 | Hohimer Wealth Management LLC | 2,418 | $311K | 0.1% | -25.9% | 0.001% | |
8/18/2025 | Tactive Advisors LLC | 3,859 | $496K | 0.2% | N/A | 0.001% | |
8/18/2025 | Geneos Wealth Management Inc. | 1,521 | $195K | 0.0% | +24.0% | 0.000% | |
8/15/2025 | Tower Research Capital LLC TRC | 616 | $79K | 0.0% | +562.4% | 0.000% | |
8/15/2025 | Security National Bank of SO Dak | 40,045 | $5.15M | 2.8% | -1.3% | 0.011% | |
8/15/2025 | TLT Family Holdco ULC | 505,000 | $64.90M | 5.1% | N/A | 0.133% | |
8/15/2025 | Orcam Financial Group | 91,097 | $11.71M | 10.2% | +1.2% | 0.024% | |
8/15/2025 | Blue Edge Capital LLC | 10,305 | $1.32M | 0.2% | -2.0% | 0.003% | |
8/15/2025 | Urban Financial Advisory Corp | 952 | $122K | 0.1% | -52.4% | 0.000% | |
8/15/2025 | Rakuten Securities Inc. | 497 | $64K | 0.0% | +38.8% | 0.000% | |
8/15/2025 | Corient Private Wealth LLC | 1,212,732 | $155.86M | 0.2% | +115.3% | 0.320% | |
8/15/2025 | Captrust Financial Advisors | 41,940 | $5.39M | 0.0% | +24.9% | 0.011% | |
8/15/2025 | Lantern Wealth Advisors LLC | 3,961 | $509K | 0.3% | N/A | 0.001% | |
8/15/2025 | Visionary Wealth Advisors | 2,361 | $303K | 0.0% | +3.5% | 0.001% | |
8/15/2025 | Two Sigma Securities LLC | 9,364 | $1.20M | 0.1% | -55.9% | 0.002% | |
8/15/2025 | Tidal Investments LLC | 14,674 | $1.89M | 0.0% | -8.9% | 0.004% | |
8/15/2025 | Smartleaf Asset Management LLC | 94,881 | $12.15M | 1.1% | +5.0% | 0.025% | |
8/15/2025 | Oxford Financial Group LTD. LLC | 102,303 | $13.15M | 0.8% | +0.3% | 0.027% | |
8/15/2025 | Orion Porfolio Solutions LLC | 2,597 | $334K | 0.0% | +43.3% | 0.001% | |
8/15/2025 | MML Investors Services LLC | 213,298 | $27.41M | 0.1% | +14.7% | 0.056% | |
8/15/2025 | McIlrath & Eck LLC | 1,340 | $172K | 0.0% | +10.7% | 0.000% | |
8/15/2025 | Lazard Asset Management LLC | 1,390 | $178K | 0.0% | -5.6% | 0.000% | |
8/15/2025 | ICONIQ Capital LLC | 46,521 | $5.98M | 0.1% | +0.2% | 0.012% | |
8/15/2025 | IHT Wealth Management LLC | 8,281 | $1.06M | 0.0% | +50.5% | 0.002% | |
8/15/2025 | Great Valley Advisor Group Inc. | 9,242 | $1.19M | 0.0% | -86.0% | 0.002% | |
8/15/2025 | EP Wealth Advisors LLC | 10,701 | $1.38M | 0.0% | -5.1% | 0.003% | |
8/15/2025 | Curi Capital LLC | 21,980 | $2.83M | 0.1% | N/A | 0.006% | |
8/15/2025 | BBR Partners LLC | 21,566 | $2.77M | 0.2% | N/A | 0.006% | |
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8/15/2025 | Benjamin Edwards Inc. | 63,771 | $8.20M | 0.1% | +43.6% | 0.017% | |
8/15/2025 | BNP Paribas Financial Markets | 101,397 | $13.03M | 0.0% | -42.6% | 0.027% | |
8/15/2025 | Brandywine Trust Co. | 2,251,911 | $289.42M | 44.2% | +5.0% | 0.595% | |
8/15/2025 | Bank of America Corp DE | 2,504,103 | $321.83M | 0.0% | -1.0% | 0.661% | |
8/15/2025 | Ameriprise Financial Inc. | 676,985 | $86.99M | 0.0% | +9.0% | 0.179% | |
8/14/2025 | Lighthouse Investment Partners LLC | 108,330 | $13.92M | 0.5% | +28.5% | 0.029% | |
8/14/2025 | Vista Capital Partners Inc. | 7,192 | $924K | 0.1% | +13.9% | 0.002% | |
8/14/2025 | Seldon Capital LP | 213,135 | $27.39M | 11.9% | +182.1% | 0.056% | |
8/14/2025 | Vista Investment Management | 4,943 | $635K | 0.2% | -3.0% | 0.001% | |
8/14/2025 | Raymond James Financial Inc. | 678,082 | $87.15M | 0.0% | +2.7% | 0.179% | |
8/14/2025 | Betterment LLC | 19,832 | $2.55M | 0.0% | -6.5% | 0.005% | |
8/14/2025 | Karpus Management Inc. | 2,015 | $259K | 0.0% | N/A | 0.001% | |
8/14/2025 | AllSquare Wealth Management LLC | 14,013 | $1.80M | 1.0% | -3.9% | 0.004% | |
8/14/2025 | Quantinno Capital Management LP | 72,759 | $9.35M | 0.0% | -2.2% | 0.019% | |
8/14/2025 | Alliancebernstein L.P. | 1,622,119 | $208.48M | 0.1% | +29.1% | 0.428% | |
8/14/2025 | Objective Capital Management LLC | 1,749 | $225K | 0.3% | N/A | 0.000% | |
8/14/2025 | Vivaldi Capital Management LP | 10,770 | $1.38M | 0.2% | -25.5% | 0.003% | |
8/14/2025 | HUB Investment Partners LLC | 4,315 | $555K | 0.0% | -12.0% | 0.001% | |
8/14/2025 | Ieq Capital LLC | 44,984 | $5.78M | 0.0% | -3.0% | 0.012% | |
8/14/2025 | Main Street Financial Solutions LLC | 6,128 | $788K | 0.1% | +7.9% | 0.002% | |
8/14/2025 | Jasper Ridge Partners L.P. | 22,165 | $2.85M | 0.1% | -22.0% | 0.006% | |
8/14/2025 | Investment House LLC | 8,369 | $1.08M | 0.1% | N/A | 0.002% | |
8/14/2025 | Frisch Financial Group Inc. | 86,038 | $11.06M | 2.7% | +3.8% | 0.023% | |
8/14/2025 | NewEdge Advisors LLC | 32,163 | $4.13M | 0.0% | +3.1% | 0.008% | |
8/14/2025 | Ariel Investments LLC | 33,476 | $4.30M | 0.0% | -55.3% | 0.009% | |
8/14/2025 | Qube Research & Technologies Ltd | 333 | $43K | 0.0% | -36.2% | 0.000% | |
8/14/2025 | London & Capital Asset Management Ltd | 26,074 | $3.35M | 0.3% | +9.1% | 0.007% | |
8/14/2025 | DecisionPoint Financial LLC | 2,215 | $285K | 0.1% | -12.9% | 0.001% | |
8/14/2025 | Tandem Financial LLC | 1,575 | $202K | 0.2% | N/A | 0.000% | |
8/14/2025 | Acorn Wealth Advisors LLC | 2,253 | $290K | 0.1% | -5.5% | 0.001% | |
8/14/2025 | Bank of Nova Scotia | 701,674 | $90.18M | 0.2% | -68.0% | 0.185% | |
8/14/2025 | Baker Avenue Asset Management LP | 7,499 | $964K | 0.0% | -7.7% | 0.002% | |
8/14/2025 | Cary Street Partners Financial LLC | 12,683 | $1.63M | 0.0% | +6.2% | 0.003% | |
8/14/2025 | Cerity Partners LLC | 358,046 | $46.02M | 0.1% | +3.2% | 0.095% | |
8/13/2025 | StoneX Group Inc. | 3,312 | $426K | 0.0% | +37.8% | 0.001% | |
8/13/2025 | Cresset Asset Management LLC | 771,674 | $99.18M | 0.4% | +6.6% | 0.204% | |
8/13/2025 | Strategic Family Wealth Counselors L.L.C. | 18,346 | $2.36M | 0.7% | +24.0% | 0.005% | |
8/13/2025 | Gateway Wealth Partners LLC | 6,212 | $798K | 0.2% | +26.7% | 0.002% | |
8/13/2025 | Brown Advisory Inc. | 254,767 | $32.74M | 0.0% | +14.8% | 0.067% | |
8/13/2025 | SCS Capital Management LLC | 437,831 | $56.27M | 0.6% | +9.6% | 0.116% | |
8/13/2025 | GeoWealth Management LLC | 60,584 | $7.79M | 0.3% | -4.0% | 0.016% | |
8/13/2025 | Royal Fund Management LLC | 25,033 | $3.22M | 0.3% | +3.7% | 0.007% | |
8/13/2025 | EverSource Wealth Advisors LLC | 39,735 | $5.11M | 0.2% | +11.3% | 0.010% | |
8/13/2025 | NYL Investors LLC | 86,734 | $11.15M | 3.1% | +3.9% | 0.023% | |
8/13/2025 | CW Advisors LLC | 10,600 | $1.36M | 0.0% | +27.9% | 0.003% | |
8/13/2025 | Beacon Pointe Advisors LLC | 54,283 | $6.98M | 0.1% | +1.4% | 0.014% | |
8/13/2025 | Cerity Partners OCIO LLC | 1,091,185 | $140.24M | 7.8% | -12.7% | 0.288% | |
8/13/2025 | M&T Bank Corp | 116,766 | $15.01M | 0.1% | -0.6% | 0.031% | |
8/13/2025 | Fisher Asset Management LLC | 151,772 | $19.51M | 0.0% | +18.4% | 0.040% | |
8/13/2025 | Smith Moore & CO. | 6,151 | $791K | 0.1% | +3.7% | 0.002% | |
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8/13/2025 | Okabena Investment Services Inc. | 99,750 | $12.82M | 2.8% | +1.4% | 0.026% | |
8/13/2025 | Greenwich Wealth Management LLC | 4,310 | $554K | 0.0% | +7.2% | 0.001% | |
8/13/2025 | Lido Advisors LLC | 157,887 | $20.29M | 0.1% | +3.4% | 0.042% | |
8/13/2025 | Schroder Investment Management Group | 3,688,285 | $474.02M | 0.4% | +67.0% | 0.974% | |
8/13/2025 | Scotia Capital Inc. | 17,830 | $2.29M | 0.0% | +95.1% | 0.005% | |
8/13/2025 | Level Four Advisory Services LLC | 6,301 | $810K | 0.0% | +1.5% | 0.002% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 2,402,173 | $308.73M | 0.2% | +5.9% | 0.634% | |
8/13/2025 | Mayfair Advisory Group LLC | 5,374 | $708K | 0.3% | +3.6% | 0.001% | |
8/13/2025 | Quadrant Capital Group LLC | 6,563 | $843K | 0.0% | +6.1% | 0.002% | |
8/13/2025 | Vermillion & White Wealth Management Group LLC | 1,791 | $230K | 0.1% | +4.8% | 0.000% | |