7/25/2025 | Community Bank N.A. | 23,019 | $2.16M | 0.3% | +33.4% | 0.005% | |
7/25/2025 | Northwest Capital Management Inc | 40,643 | $3.82M | 2.1% | -34.1% | 0.010% | |
7/25/2025 | NorthRock Partners LLC | 13,878 | $1.30M | 0.0% | +7.2% | 0.003% | |
7/25/2025 | Atria Wealth Solutions Inc. | 202,581 | $19.00M | 0.4% | -34.9% | 0.048% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 1,887,625 | $177.23M | 0.7% | -9.3% | 0.450% | |
7/25/2025 | Sequoia Financial Advisors LLC | 45,924 | $4.31M | 0.0% | -1.8% | 0.011% | |
7/25/2025 | Total Clarity Wealth Management Inc. | 2,207 | $207K | 0.1% | N/A | 0.001% | |
7/25/2025 | Lion Street Advisors LLC | 20,455 | $1.92M | 0.6% | +9.0% | 0.005% | |
7/25/2025 | MGO One Seven LLC | 18,773 | $1.76M | 0.1% | +218.0% | 0.004% | |
7/25/2025 | ONE Advisory Partners LLC | 5,066 | $471K | 0.2% | +13.0% | 0.001% | |
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7/25/2025 | Allspring Global Investments Holdings LLC | 196,005 | $18.40M | 0.0% | +0.8% | 0.047% | |
7/25/2025 | RHS Financial LLC | 19,212 | $1.80M | 1.0% | +17.9% | 0.005% | |
7/25/2025 | Clarendon Private LLC | 10,479 | $984K | 0.9% | +5.3% | 0.003% | |
7/25/2025 | LRI Investments LLC | 320 | $30K | 0.0% | N/A | 0.000% | |
7/25/2025 | CWM LLC | 1,937,822 | $181.94M | 0.6% | -4.1% | 0.462% | |
7/25/2025 | Lodestar Private Asset Management LLC | 19,301 | $1.81M | 0.2% | -6.2% | 0.005% | |
7/25/2025 | Concurrent Investment Advisors LLC | 30,785 | $2.89M | 0.1% | +57.1% | 0.007% | |
7/25/2025 | Apollon Wealth Management LLC | 32,659 | $3.07M | 0.1% | +7.1% | 0.008% | |
7/25/2025 | Natural Investments LLC | 7,273 | $682K | 0.2% | -24.2% | 0.002% | |
7/25/2025 | Richardson Financial Services Inc. | 991 | $93K | 0.1% | -42.2% | 0.000% | |
7/24/2025 | Comprehensive Money Management Services LLC | 3,515 | $330K | 0.3% | -9.5% | 0.001% | |
7/24/2025 | Lindenwold Advisors INC | 67,783 | $6.36M | 3.3% | +12.0% | 0.016% | |
7/24/2025 | JB Capital LLC | 286,448 | $26.90M | 1.3% | +5.7% | 0.068% | |
7/24/2025 | Blue Trust Inc. | 1,243,071 | $116.71M | 1.4% | -1.6% | 0.297% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 12,296 | $1.15M | 0.0% | -2.4% | 0.003% | |
7/24/2025 | Endeavor Private Wealth Inc. | 32,235 | $3.03M | 1.4% | +13.5% | 0.008% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 8,512 | $799K | 0.0% | +13.9% | 0.002% | |
7/24/2025 | Galvin Gaustad & Stein LLC | 242,135 | $22.73M | 2.0% | +1.8% | 0.058% | |
7/24/2025 | M1 Capital Management LLC | 12,131 | $1.14M | 0.6% | +1.5% | 0.003% | |
7/24/2025 | McKinley Carter Wealth Services Inc. | 50,674 | $4.76M | 0.3% | -1.2% | 0.012% | |
7/24/2025 | Coordinated Financial Services Inc. | 19,363 | $1.82M | 1.3% | N/A | 0.005% | |
7/24/2025 | Vantage Point Financial LLC | 3,702 | $348K | 0.2% | +4.0% | 0.001% | |
7/24/2025 | Beacon Bridge Wealth Partners LLC | 106,087 | $9.96M | 4.0% | -2.1% | 0.025% | |
7/24/2025 | MA Private Wealth | 22,214 | $2.09M | 0.4% | -4.6% | 0.005% | |
7/24/2025 | Blair William & Co. IL | 4,780 | $449K | 0.0% | -29.6% | 0.001% | |
7/24/2025 | MSH Capital Advisors LLC | 9,784 | $919K | 0.3% | +36.6% | 0.002% | |
7/24/2025 | US Bancorp DE | 462,897 | $43.46M | 0.1% | -2.7% | 0.110% | |
7/23/2025 | Columbus Macro LLC | 60,603 | $5.69M | 0.7% | +15.3% | 0.014% | |
7/23/2025 | Optas LLC | 63,975 | $6.01M | 1.1% | -5.5% | 0.015% | |
7/23/2025 | Clear Creek Financial Management LLC | 5,310 | $499K | 0.0% | -48.0% | 0.001% | |
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7/23/2025 | Ignite Planners LLC | 3,077 | $286K | 0.0% | +26.2% | 0.001% | |
7/23/2025 | Dohj LLC | 129,231 | $11.94M | 3.2% | +98.4% | 0.031% | |
7/23/2025 | Lakeshore Capital Group Inc. | 14,977 | $1.41M | 1.2% | -1.3% | 0.004% | |
7/23/2025 | Proffitt & Goodson Inc. | 42,913 | $4.03M | 0.6% | -2.9% | 0.010% | |
7/23/2025 | Sax Wealth Advisors LLC | 5,286 | $496K | 0.0% | N/A | 0.001% | |
7/23/2025 | Friedenthal Financial | 3,951 | $371K | 0.2% | -3.5% | 0.001% | |
7/23/2025 | Watershed Private Wealth LLC | 9,458 | $888K | 0.3% | +1.5% | 0.002% | |
7/23/2025 | DMC Group LLC | 16,359 | $1.54M | 1.2% | -5.2% | 0.004% | |
7/23/2025 | Bellevue Asset Management LLC | 1,084 | $102K | 0.0% | +2,752.6% | 0.000% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 4,502 | $423K | 0.0% | -23.7% | 0.001% | |
7/23/2025 | Sachetta LLC | 34,872 | $3.27M | 1.3% | -4.2% | 0.008% | |
7/23/2025 | True Vision MN LLC | 47,796 | $4.49M | 2.5% | -0.6% | 0.011% | |
7/23/2025 | Tyche Wealth Partners LLC | 6,440 | $605K | 0.1% | N/A | 0.002% | |
7/23/2025 | Avantra Family Wealth Inc. | 3,380 | $317K | 0.3% | -30.6% | 0.001% | |
7/23/2025 | Bingham Private Wealth LLC | 19,292 | $1.81M | 1.7% | +8.3% | 0.005% | |
7/23/2025 | SteelPeak Wealth LLC | 163,271 | $15.33M | 0.6% | +1.1% | 0.039% | |
7/23/2025 | Heck Capital Advisors LLC | 66,928 | $6.28M | 0.5% | N/A | 0.016% | |
7/23/2025 | KPP Advisory Services LLC | 3,654 | $343K | 0.1% | -3.4% | 0.001% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 68,835 | $6.46M | 0.1% | -25.7% | 0.016% | |
7/22/2025 | Belpointe Asset Management LLC | 58,332 | $5.48M | 0.2% | +21.2% | 0.014% | |
7/22/2025 | Duncan Williams Asset Management LLC | 39,026 | $3.66M | 0.6% | N/A | 0.009% | |
7/22/2025 | DAVENPORT & Co LLC | 7,323 | $688K | 0.0% | +9.2% | 0.002% | |
7/22/2025 | Global Assets Advisory LLC | 8,427 | $788K | 0.3% | -60.4% | 0.002% | |
7/22/2025 | Merit Financial Group LLC | 1,139,622 | $107.00M | 1.2% | +6.1% | 0.272% | |
7/22/2025 | Beacon Financial Advisory LLC | 7,604 | $714K | 0.2% | +8.8% | 0.002% | |
7/22/2025 | Kickstand Ventures LLC. | 39,026 | $3.66M | 0.9% | -9.1% | 0.009% | |
7/22/2025 | Simplicity Wealth LLC | 82,498 | $7.75M | 0.3% | +112.1% | 0.020% | |
7/22/2025 | Sutton Place Investors LLC | 9,166 | $861K | 0.5% | -5.3% | 0.002% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 8,424 | $791K | 0.0% | +5.4% | 0.002% | |
7/22/2025 | Berger Financial Group Inc | 2,766 | $260K | 0.0% | -17.7% | 0.001% | |
7/22/2025 | BridgePort Financial Solutions LLC | 4,674 | $439K | 0.1% | +12.8% | 0.001% | |
7/22/2025 | Firethorn Wealth Partners LLC | 13,178 | $1.24M | 0.5% | -6.4% | 0.003% | |
7/22/2025 | Bay Harbor Wealth Management LLC | 66,078 | $6.20M | 1.8% | -5.7% | 0.016% | |
7/22/2025 | Checchi Capital Advisers LLC | 139,979 | $13.14M | 0.7% | -60.1% | 0.033% | |
7/22/2025 | McNaughton Wealth Management LLC | 57,846 | $5.43M | 2.4% | -1.3% | 0.014% | |
7/21/2025 | Fairvoy Private Wealth LLC | 2,985 | $280K | 0.1% | -38.4% | 0.001% | |
7/21/2025 | Ascent Group LLC | 234,321 | $22M | 0.9% | +5.7% | 0.056% | |
7/21/2025 | New Century Financial Group LLC | 7,548 | $709K | 0.8% | +5.8% | 0.002% | |
7/21/2025 | Ameritas Advisory Services LLC | 2,639 | $248K | 0.0% | +15.0% | 0.001% | |
7/21/2025 | Quattro Financial Advisors LLC | 49,576 | $4.66M | 1.6% | +64.6% | 0.012% | |
7/21/2025 | Ashton Thomas Securities LLC | 37,680 | $3.54M | 0.9% | +2.8% | 0.009% | |
7/21/2025 | River Street Advisors LLC | 7,922 | $744K | 0.3% | N/A | 0.002% | |
7/21/2025 | Pacific Financial Group Inc. | 7,928 | $744K | 0.6% | -19.4% | 0.002% | |
7/21/2025 | Matauro LLC | 2,194 | $206K | 0.0% | -33.9% | 0.001% | |
7/21/2025 | Triad Wealth Partners LLC | 107,237 | $10.07M | 2.0% | +27.2% | 0.026% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 1,373,804 | $128.99M | 0.4% | +82.0% | 0.328% | |
7/21/2025 | Jmac Enterprises LLC | 49,646 | $4.66M | 1.0% | +12.0% | 0.012% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 20,991 | $1.97M | 0.2% | +2.5% | 0.005% | |
7/21/2025 | Catalina Capital Group LLC | 4,887 | $459K | 0.3% | +6.6% | 0.001% | |
7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 960,195 | $90.15M | 1.5% | +2.0% | 0.229% | |
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7/18/2025 | Naples Global Advisors LLC | 21,098 | $1.98M | 0.2% | +13.2% | 0.005% | |
7/18/2025 | Parsons Capital Management Inc. RI | 2,495 | $234K | 0.0% | -8.9% | 0.001% | |
7/18/2025 | Pure Financial Advisors LLC | 7,696 | $723K | 0.0% | +62.7% | 0.002% | |
7/18/2025 | RKL Wealth Management LLC | 203,761 | $19.13M | 1.7% | -2.5% | 0.049% | |
7/18/2025 | Cantor Fitzgerald Investment Advisors L.P. | 15,053 | $1.41M | 0.1% | +4.9% | 0.004% | |
7/18/2025 | Precision Wealth Strategies LLC | 4,732 | $444K | 0.1% | N/A | 0.001% | |
7/18/2025 | SOA Wealth Advisors LLC. | 893 | $84K | 0.0% | N/A | 0.000% | |
7/18/2025 | Client 1ST Advisory Group LLC | 36,918 | $3.47M | 1.3% | +1.7% | 0.009% | |
7/18/2025 | Bartlett & CO. Wealth Management LLC | 140,933 | $13.23M | 0.2% | +2.0% | 0.034% | |
7/18/2025 | Lynx Investment Advisory | 2,465 | $231K | 0.2% | N/A | 0.001% | |