9/12/2025 | Valeo Financial Advisors LLC | 43,076 | $18.89M | 0.4% | +35.1% | 0.011% | |
9/11/2025 | Silicon Valley Capital Partners | 39,039 | $17.12M | 1.8% | -2.7% | 0.010% | |
9/9/2025 | NWF Advisory Services Inc. | 31,749 | $13.92M | 1.7% | -1.7% | 0.008% | |
9/5/2025 | Prospera Capital Management LLC | 10,286 | $4.51M | 1.5% | +3.3% | 0.003% | |
9/4/2025 | Reynders McVeigh Capital Management LLC | 6,198 | $2.72M | 0.1% | -22.2% | 0.002% | |
9/4/2025 | Osaic Holdings Inc. | 924,632 | $402.23M | 0.7% | +17.8% | 0.231% | |
9/3/2025 | American Trust | 2,784 | $1.22M | 0.1% | N/A | 0.001% | |
8/29/2025 | Evolution Wealth Management Inc. | 2,141 | $939K | 1.2% | N/A | 0.001% | |
8/29/2025 | Total Investment Management Inc. | 474 | $208K | 0.0% | N/A | 0.000% | |
8/29/2025 | Centaurus Financial Inc. | 10,201 | $4.47M | 0.3% | -16.1% | 0.003% | |
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8/28/2025 | Prospera Capital Management LLC | 10,286 | $4.51M | 1.1% | +3.3% | 0.003% | |
8/27/2025 | Tribridge Partners Financial LLC | 498 | $218K | 0.1% | N/A | 0.000% | |
8/27/2025 | Barnes Wealth Management Group Inc | 5,030 | $2.21M | 1.3% | -4.4% | 0.001% | |
8/27/2025 | Orion Porfolio Solutions LLC | 268,637 | $117.77M | 1.0% | +6.2% | 0.067% | |
8/26/2025 | Thrivent Financial for Lutherans | 152,640 | $66.92M | 0.1% | +121.0% | 0.038% | |
8/26/2025 | Claris Financial LLC | 14,103 | $6.18M | 4.7% | -36.0% | 0.004% | |
8/26/2025 | Nautilus Advisors LLC | 3,140 | $1.38M | 1.0% | -0.8% | 0.001% | |
8/25/2025 | Silverlake Wealth Management LLC | 1,655 | $726K | 0.2% | N/A | 0.000% | |
8/21/2025 | Clarion Wealth Managment Partners LLC | 1,667 | $731K | 0.8% | N/A | 0.000% | |
8/20/2025 | Thompson Davis & CO. Inc. | 1,884 | $826K | 0.4% | +2.3% | 0.000% | |
8/20/2025 | Coppell Advisory Solutions LLC | 4,446 | $1.94M | 0.2% | +5.9% | 0.001% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 98,751 | $43.29M | 2.0% | N/A | 0.025% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 17,406 | $7.63M | 1.2% | +10.7% | 0.004% | |
8/19/2025 | Cape Investment Advisory Inc. | 1,078 | $473K | 0.2% | -6.9% | 0.000% | |
8/19/2025 | Advisory Services Network LLC | 66,879 | $30.44M | 0.5% | -3.4% | 0.017% | |
8/19/2025 | Anchor Investment Management LLC | 6,297 | $2.76M | 0.2% | +4.6% | 0.002% | |
8/19/2025 | Asset Dedication LLC | 4,846 | $2.13M | 0.2% | +7.0% | 0.001% | |
8/19/2025 | Hohimer Wealth Management LLC | 34,695 | $15.21M | 2.7% | +0.6% | 0.009% | |
8/18/2025 | N.E.W. Advisory Services LLC | 24,593 | $10.78M | 1.0% | -19.0% | 0.006% | |
8/18/2025 | Geneos Wealth Management Inc. | 50,831 | $22.28M | 0.5% | +26.4% | 0.013% | |
8/18/2025 | Westwood Holdings Group Inc. | 27,303 | $11.97M | 0.1% | -5.7% | 0.007% | |
8/18/2025 | Hershey Financial Advisers LLC | 1,179 | $517K | 0.5% | N/A | 0.000% | |
8/18/2025 | Kestra Investment Management LLC | 5,547 | $2.43M | 0.1% | +15.7% | 0.001% | |
8/18/2025 | Wellington Capital Management Inc. | 484 | $212K | 0.3% | N/A | 0.000% | |
8/18/2025 | Goodman Advisory Group LLC | 21,030 | $9.22M | 3.1% | N/A | 0.005% | |
8/16/2025 | Evergreen Capital Management LLC | 57,868 | $25.40M | 0.8% | -24.9% | 0.014% | |
8/16/2025 | Headlands Technologies LLC | 157 | $69K | 0.0% | -90.5% | 0.000% | |
8/15/2025 | Strategic Investment Advisors MI | 124,270 | $54.48M | 5.3% | +0.7% | 0.031% | |
8/15/2025 | First Heartland Consultants Inc. | 31,688 | $13.89M | 1.2% | +4.4% | 0.008% | |
8/15/2025 | Security National Bank of SO Dak | 3,841 | $1.68M | 0.9% | -3.2% | 0.001% | |
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8/15/2025 | North Ridge Wealth Advisors Inc. | 3,935 | $1.73M | 1.1% | -1.6% | 0.001% | |
8/15/2025 | LGL Partners LLC | 725 | $331K | 0.1% | +3.6% | 0.000% | |
8/15/2025 | Blue Edge Capital LLC | 152,720 | $66.95M | 10.0% | -0.9% | 0.038% | |
8/15/2025 | Semmax Financial Advisors Inc. | 22,751 | $10.45M | 2.7% | -0.7% | 0.006% | |
8/15/2025 | Fairfield Bush & CO. | 1,067 | $468K | 0.3% | +9.7% | 0.000% | |
8/15/2025 | Rakuten Securities Inc. | 303 | $133K | 0.1% | -29.4% | 0.000% | |
8/15/2025 | Corient Private Wealth LLC | 1,228,937 | $538.79M | 0.7% | +97.7% | 0.307% | |
8/15/2025 | Equitable Holdings Inc. | 849,857 | $372.58M | 3.1% | +1.2% | 0.212% | |
8/15/2025 | Florida Financial Advisors LLC | 2,535 | $1.11M | 0.4% | +1.1% | 0.001% | |
8/15/2025 | Northeast Financial Consultants Inc | 774,827 | $339.68M | 13.9% | +0.6% | 0.194% | |
8/15/2025 | Captrust Financial Advisors | 1,486,447 | $651.66M | 1.5% | +3.6% | 0.371% | |
8/15/2025 | Blue Chip Partners LLC | 1,758 | $771K | 0.1% | +5.5% | 0.000% | |
8/15/2025 | Prevail Innovative Wealth Advisors LLC | 630 | $276K | 0.1% | N/A | 0.000% | |
8/15/2025 | Fidelity D & D Bancorp Inc. | 1,101 | $483K | 0.3% | N/A | 0.000% | |
8/15/2025 | Truefg LLC | 5,346 | $2.34M | 0.7% | +0.5% | 0.001% | |
8/15/2025 | WFA of San Diego LLC | 1,477 | $648K | 0.5% | N/A | 0.000% | |
8/15/2025 | Visionary Wealth Advisors | 21,981 | $9.64M | 0.5% | +8.2% | 0.005% | |
8/15/2025 | Tidal Investments LLC | 11,667 | $5.12M | 0.0% | +96.2% | 0.003% | |
8/15/2025 | Smartleaf Asset Management LLC | 13,989 | $6.11M | 0.5% | -10.3% | 0.003% | |
8/15/2025 | Snowden Capital Advisors LLC | 35,716 | $15.68M | 0.5% | +0.7% | 0.009% | |
8/15/2025 | Redwood Financial Network Corp | 2,461 | $1.08M | 0.7% | -2.0% | 0.001% | |
8/15/2025 | Riggs Asset Managment Co. Inc. | 7,868 | $3.45M | 0.8% | -9.8% | 0.002% | |
8/15/2025 | Ruggaard & Associates LLC | 2,962 | $1.30M | 0.5% | -17.4% | 0.001% | |
8/15/2025 | Orion Porfolio Solutions LLC | 268,573 | $117.74M | 0.8% | +6.2% | 0.067% | |
8/15/2025 | MML Investors Services LLC | 785,410 | $344.32M | 1.0% | +7.7% | 0.196% | |
8/15/2025 | McIlrath & Eck LLC | 163,699 | $71.77M | 8.2% | +3.2% | 0.041% | |
8/15/2025 | Mission Creek Capital Partners Inc. | 4,255 | $1.87M | 0.4% | -3.2% | 0.001% | |
8/15/2025 | Modern Wealth Management LLC | 3,300 | $1.45M | 0.0% | +21.8% | 0.001% | |
8/15/2025 | IHT Wealth Management LLC | 31,188 | $13.67M | 0.4% | +4.6% | 0.008% | |
8/15/2025 | Freedom Financial Partners LLC | 20,442 | $8.96M | 3.8% | +1.1% | 0.005% | |
8/15/2025 | Great Valley Advisor Group Inc. | 65,134 | $28.55M | 0.6% | -7.7% | 0.016% | |
8/15/2025 | Gallagher Fiduciary Advisors LLC | 18,242 | $8.00M | 0.0% | -3.6% | 0.005% | |
8/15/2025 | Garden State Investment Advisory Services LLC | 485 | $213K | 0.1% | N/A | 0.000% | |
8/15/2025 | Elevatus Welath Management | 7,301 | $3.20M | 1.1% | -37.8% | 0.002% | |
8/15/2025 | EP Wealth Advisors LLC | 3,463,113 | $1.52B | 10.0% | +3.8% | 0.865% | |
8/15/2025 | Eaton Cambridge Inc. | 461 | $202K | 0.1% | N/A | 0.000% | |
8/15/2025 | Essential Planning LLC. | 606 | $266K | 0.1% | +8.4% | 0.000% | |
8/15/2025 | Curi Capital LLC | 18,061 | $7.93M | 0.2% | +99.7% | 0.005% | |
8/15/2025 | Benjamin Edwards Inc. | 12,592 | $5.52M | 0.1% | +55.1% | 0.003% | |
8/15/2025 | BNP Paribas Financial Markets | 1,615 | $708K | 0.0% | -22.0% | 0.000% | |
8/15/2025 | Balanced Rock Investment Advisors LLC | 1,391 | $610K | 0.5% | -26.5% | 0.000% | |
8/15/2025 | Bishop & Co Investment Management LLC | 103,996 | $45.59M | 16.4% | -3.1% | 0.026% | |
8/15/2025 | Bank of America Corp DE | 49,386,990 | $21.65B | 1.6% | +1.8% | 12.342% | |
8/15/2025 | Acas LLC | 4,414 | $2.04M | 1.4% | +0.5% | 0.001% | |
8/15/2025 | AQR Capital Management LLC | 96,591 | $42.35M | 0.0% | +7.0% | 0.024% | |
8/15/2025 | Ameriprise Financial Inc. | 3,886,118 | $1.71B | 0.4% | +0.4% | 0.971% | |
8/15/2025 | Abbot Financial Management Inc. | 17,246 | $7.56M | 3.5% | -1.5% | 0.004% | |
8/14/2025 | Connecticut Wealth Management LLC | 123,754 | $54.25M | 2.6% | +4.8% | 0.031% | |
8/14/2025 | Strategic Wealth Investment Group LLC | 315 | $138K | 0.2% | N/A | 0.000% | |
8/14/2025 | Vista Capital Partners Inc. | 206,957 | $90.73M | 9.9% | -1.5% | 0.052% | |
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8/14/2025 | White Knight Strategic Wealth Advisors LLC | 4,220 | $1.85M | 1.6% | -0.7% | 0.001% | |
8/14/2025 | MGB Wealth Management LLC | 974 | $427K | 0.1% | +24.9% | 0.000% | |
8/14/2025 | Camarda Financial Advisors LLC | 3,777 | $1.66M | 0.7% | +44.1% | 0.001% | |
8/14/2025 | Graney & King LLC | 3,492 | $1.53M | 1.0% | +11.5% | 0.001% | |
8/14/2025 | Sentinel Wealth Management Inc. | 2,689 | $1.18M | 1.1% | N/A | 0.001% | |
8/14/2025 | Bragg Financial Advisors Inc | 67,046 | $29.39M | 1.1% | +5.0% | 0.017% | |
8/14/2025 | Ausdal Financial Partners Inc. | 36,041 | $15.77M | 1.1% | +2.9% | 0.009% | |
8/14/2025 | Financial Advisors Network Inc. | 65,841 | $28.87M | 4.4% | +5.1% | 0.016% | |
8/14/2025 | NCM Capital Management LLC | 15,518 | $6.82M | 2.8% | +6.3% | 0.004% | |
8/14/2025 | Raymond James Financial Inc. | 2,471,481 | $1.08B | 0.4% | -6.3% | 0.618% | |