4/30/2025 | Sharkey Howes & Javer | 32,099 | $1.21M | 0.2% | -43.9% | 0.016% | |
4/30/2025 | Cerity Partners LLC | 13,086 | $494K | 0.0% | -93.4% | 0.007% | |
4/30/2025 | Allworth Financial LP | 86,360 | $3.28M | 0.0% | -5.6% | 0.043% | |
4/30/2025 | Adapt Wealth Advisors LLC | 193,669 | $7.31M | 3.6% | +8.4% | 0.097% | |
4/30/2025 | Peddock Capital Advisors LLC | 89,056 | $3.36M | 0.9% | -1.3% | 0.045% | |
4/30/2025 | First Interstate Bank | 1,217,759 | $45.95M | 2.7% | +4.2% | 0.613% | |
4/30/2025 | Axxcess Wealth Management LLC | 809,795 | $30.55M | 0.8% | +12.5% | 0.408% | |
4/30/2025 | Cornerstone Planning Group LLC | 3,959 | $146K | 0.0% | -12.7% | 0.002% | |
4/30/2025 | Stratos Wealth Advisors LLC | 23,774 | $897K | 0.0% | -66.2% | 0.012% | |
4/30/2025 | Stratos Wealth Partners LTD. | 440,306 | $16.61M | 0.3% | -14.1% | 0.222% | |
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4/30/2025 | Stratos Investment Management LLC | 38,253 | $1.44M | 0.1% | N/A | 0.019% | |
4/30/2025 | Bank Hapoalim BM | 109,870 | $4.15M | 0.6% | -1.5% | 0.055% | |
4/30/2025 | Pekin Hardy Strauss Inc. | 26,005 | $981K | 0.1% | +10.8% | 0.013% | |
4/29/2025 | Financial Counselors Inc. | 21,409 | $808K | 0.0% | -8.5% | 0.011% | |
4/29/2025 | Byrne Financial Freedom LLC | 54,014 | $2.04M | 1.2% | +42.1% | 0.027% | |
4/29/2025 | Heritage Wealth Management Inc. | 6,125 | $231K | 0.1% | -27.4% | 0.003% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,583,324 | $59.74M | 0.0% | +9.2% | 0.797% | |
4/29/2025 | Crew Capital Management Ltd. | 9,598 | $362K | 0.3% | -3.8% | 0.005% | |
4/29/2025 | Interactive Financial Advisors Inc. | 15,810 | $597K | 0.3% | +2.2% | 0.008% | |
4/29/2025 | Sierra Ocean LLC | 5,683 | $214K | 0.2% | -8.8% | 0.003% | |
4/29/2025 | Riggs Asset Managment Co. Inc. | 338,377 | $12.77M | 3.6% | -21.3% | 0.170% | |
4/29/2025 | REDW Wealth LLC | 49,685 | $1.88M | 0.7% | +46.9% | 0.025% | |
4/29/2025 | Concurrent Investment Advisors LLC | 22,426 | $846K | 0.0% | +10.9% | 0.011% | |
4/29/2025 | Bank of New York Mellon Corp | 9,258 | $349K | 0.0% | +73.8% | 0.005% | |
4/29/2025 | World Investment Advisors | 37,627 | $1.42M | 0.0% | +4.4% | 0.019% | |
4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 6,834,694 | $257.87M | 3.4% | +0.0% | 3.441% | |
4/29/2025 | OneDigital Investment Advisors LLC | 13,928 | $525K | 0.0% | -4.1% | 0.007% | |
4/29/2025 | Royal Harbor Partners LLC | 88,003 | $3.32M | 1.3% | -55.1% | 0.044% | |
4/29/2025 | Silver Oak Securities Incorporated | 6,036 | $227K | 0.0% | N/A | 0.003% | |
4/29/2025 | Aurora Private Wealth Inc. | 140,469 | $5.30M | 1.4% | +1,765.7% | 0.071% | |
4/28/2025 | Castle Wealth Management LLC | 125,078 | $4.72M | 1.8% | +5.3% | 0.063% | |
4/28/2025 | D.A. Davidson & CO. | 52,378 | $1.98M | 0.0% | +4.1% | 0.026% | |
4/28/2025 | Principal Financial Group Inc. | 3,740,600 | $141.13M | 0.1% | +7.5% | 1.883% | |
4/28/2025 | Mutual Advisors LLC | 19,850 | $753K | 0.0% | +3.9% | 0.010% | |
4/28/2025 | Heritage Oak Wealth Advisors LLC | 7,656 | $289K | 0.1% | -73.8% | 0.004% | |
4/28/2025 | Private Trust Co. NA | 15,217 | $574K | 0.1% | +4.3% | 0.008% | |
4/28/2025 | Arlington Trust Co LLC | 850 | $32K | 0.0% | N/A | 0.000% | |
4/28/2025 | Vishria Bird Financial Group LLC | 306,238 | $11.55M | 3.9% | -1.5% | 0.154% | |
4/28/2025 | Financial Advocates Investment Management | 262,276 | $9.90M | 0.7% | +0.2% | 0.132% | |
4/28/2025 | DAVENPORT & Co LLC | 6,468 | $244K | 0.0% | -23.6% | 0.003% | |
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4/28/2025 | Provident Co of the Employees of the Hebrew University LTD | 64,850 | $2.45M | 2.8% | +747.7% | 0.033% | |
4/28/2025 | Summit Trail Advisors LLC | 21,042 | $794K | 0.0% | -17.0% | 0.011% | |
4/28/2025 | Clear Creek Financial Management LLC | 29,207 | $1.10M | 0.1% | -24.3% | 0.015% | |
4/28/2025 | Vontobel Holding Ltd. | 7,252 | $274K | 0.0% | +22.7% | 0.004% | |
4/25/2025 | New Millennium Group LLC | 1,942 | $73K | 0.0% | -98.4% | 0.001% | |
4/25/2025 | Richardson Capital Management LLC | 8,798 | $332K | 0.2% | +5.9% | 0.004% | |
4/25/2025 | Koshinski Asset Management Inc. | 33,571 | $1.27M | 0.1% | +3.8% | 0.017% | |
4/25/2025 | Valley National Advisers Inc. | 7,436 | $280K | 0.1% | +105.1% | 0.004% | |
4/25/2025 | Ameritas Advisory Services LLC | 455,420 | $17.25M | 0.7% | +8.5% | 0.229% | |
4/25/2025 | Stonebridge Financial Group LLC | 7,782 | $294K | 0.0% | +7.5% | 0.004% | |
4/25/2025 | Sovran Advisors LLC | 50,493 | $1.83M | 0.2% | +3.9% | 0.025% | |
4/25/2025 | WealthBridge Capital Management LLC | 61,551 | $2.32M | 0.7% | +12.1% | 0.031% | |
4/25/2025 | Clarus Group Inc. | 180,029 | $6.79M | 2.6% | -6.1% | 0.091% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 525,000 | $19.78M | 0.1% | -52.6% | 0.264% | |
4/23/2025 | Allodium Investment Consultants LLC | 27,694 | $1.05M | 0.8% | +26.3% | 0.014% | |
4/23/2025 | KPP Advisory Services LLC | 6,974 | $263K | 0.0% | N/A | 0.004% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 7,293 | $275K | 0.0% | -16.5% | 0.004% | |
4/23/2025 | Sequoia Financial Advisors LLC | 17,736 | $669K | 0.0% | -3.7% | 0.009% | |
4/23/2025 | Perigon Wealth Management LLC | 25,597 | $966K | 0.0% | -2.4% | 0.013% | |
4/23/2025 | Aurora Private Wealth Inc. | 140,469 | $5.30M | 0.1% | +1,765.7% | 0.071% | |
4/23/2025 | Spire Wealth Management | 28,224 | $1.07M | 0.0% | +7.6% | 0.014% | |
4/23/2025 | Archford Capital Strategies LLC | 12,162 | $459K | 0.1% | +3.3% | 0.006% | |
4/23/2025 | Econ Financial Services Corp | 32,163 | $1.21M | 0.6% | +7.4% | 0.016% | |
4/23/2025 | International Assets Investment Management LLC | 7,682 | $290K | 0.0% | +3.6% | 0.004% | |
4/23/2025 | AIFG Consultants Ltd. | 13,959 | $527K | 0.9% | +107.8% | 0.007% | |
4/23/2025 | Embree Financial Group | 8,015 | $302K | 0.1% | +17.8% | 0.004% | |
4/23/2025 | Systelligence LLC | 210,477 | $7.94M | 1.9% | +96.7% | 0.106% | |
4/23/2025 | Eagle Strategies LLC | 353,368 | $13.33M | 2.3% | +1.8% | 0.178% | |
4/23/2025 | Valmark Advisers Inc. | 9,091 | $343K | 0.0% | -15.1% | 0.005% | |
4/23/2025 | Oppenheimer & Co. Inc. | 85,555 | $3.23M | 0.0% | -25.1% | 0.043% | |
4/22/2025 | Runnymede Capital Advisors Inc. | 750 | $28K | 0.0% | -37.2% | 0.000% | |
4/22/2025 | JFS Wealth Advisors LLC | 35,380 | $1.34M | 0.1% | +1.9% | 0.018% | |
4/22/2025 | Jmac Enterprises LLC | 296,146 | $11.17M | 2.7% | +2.9% | 0.149% | |
4/22/2025 | Flagship Harbor Advisors LLC | 10,155 | $383K | 0.0% | -48.8% | 0.005% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 300,438 | $11.34M | 0.0% | -12.9% | 0.151% | |
4/22/2025 | Comprehensive Money Management Services LLC | 32,063 | $1.21M | 1.0% | -3.8% | 0.016% | |
4/22/2025 | WealthCare Investment Partners LLC | 59,865 | $2.11M | 0.9% | +1.7% | 0.030% | |
4/22/2025 | Aspire Capital Advisors LLC | 113,751 | $4.29M | 1.3% | -12.4% | 0.057% | |
4/22/2025 | Ellis Investment Partners LLC | 22,349 | $843K | 0.2% | -10.6% | 0.011% | |
4/22/2025 | Merkkuri Wealth Advisors LLC | 7,569 | $286K | 0.2% | -24.2% | 0.004% | |
4/22/2025 | Retirement Planning Group LLC NY | 112,611 | $4.25M | 4.3% | +6.3% | 0.057% | |
4/22/2025 | Castleview Partners LLC | 8,170 | $308K | 0.2% | +81.0% | 0.004% | |
4/22/2025 | PFG Investments LLC | 6,338 | $239K | 0.0% | N/A | 0.003% | |
4/22/2025 | Advisor Resource Council | 90,166 | $3.40M | 0.3% | N/A | 0.045% | |
4/21/2025 | ORG Partners LLC | 16,766 | $635K | 0.2% | N/A | 0.008% | |
4/21/2025 | Means Investment CO. Inc. | 6,314 | $238K | 0.0% | -11.6% | 0.003% | |
4/21/2025 | Wealthspan Partners LLC | 7,784 | $294K | 0.1% | -8.0% | 0.004% | |
4/21/2025 | MGO Private Wealth LLC | 16,739 | $632K | 0.4% | -24.0% | 0.008% | |
4/21/2025 | Grandview Asset Management LLC | 10,189 | $384K | 0.1% | +35.3% | 0.005% | |
4/21/2025 | MFA Wealth Advisors LLC | 321,932 | $12.15M | 3.0% | +0.6% | 0.162% | |
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4/21/2025 | Warner Financial Inc. | 5,818 | $220K | 0.1% | -23.9% | 0.003% | |
4/21/2025 | Sofi Wealth LLC | 4,504 | $170K | 0.0% | +559.4% | 0.002% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 119,538 | $4.54M | 0.2% | +141.0% | 0.060% | |
4/18/2025 | Wolf Group Capital Advisors | 168,260 | $6.35M | 2.1% | N/A | 0.083% | |
4/18/2025 | Cornerstone Wealth Management LLC | 20,586 | $777K | 0.1% | +53.4% | 0.010% | |
4/18/2025 | Prosperity Wealth Management Inc. | 11,609 | $438K | 0.2% | -14.1% | 0.006% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 233,614 | $8.81M | 0.3% | +3.9% | 0.115% | |
4/17/2025 | Strategic Advisors LLC | 10,516 | $397K | 0.1% | -4.9% | 0.005% | |
4/17/2025 | Sowell Financial Services LLC | 20,447 | $771K | 0.0% | -4.1% | 0.010% | |
4/17/2025 | Janney Montgomery Scott LLC | 256,775 | $9.69M | 0.0% | +32.7% | 0.126% | |