9/24/2025 | Fortitude Financial LLC | 23,104 | $12.75M | 8.1% | +249.7% | 0.004% | |
9/24/2025 | Momentum Wealth Planning LLC | 29,241 | $16.15M | 13.7% | N/A | 0.005% | |
9/23/2025 | RS Crum Inc. | 429 | $237K | 0.1% | N/A | 0.000% | |
9/22/2025 | GatePass Capital LLC | 2,837 | $1.57M | 1.0% | -13.2% | 0.000% | |
9/22/2025 | Caldwell Trust Co | 20,003 | $11.03M | 1.1% | N/A | 0.003% | |
9/19/2025 | Watts Gwilliam & Co. LLC | 11,285 | $6.72M | 1.2% | -4.5% | 0.002% | |
9/19/2025 | Canal Capital Management LLC | 9,246 | $5.10M | 0.8% | -52.1% | 0.001% | |
9/19/2025 | Base Wealth Management LLC | 15,681 | $8.65M | 5.5% | +12.5% | 0.002% | |
9/12/2025 | Valeo Financial Advisors LLC | 180,447 | $99.54M | 2.1% | +251.9% | 0.028% | |
9/11/2025 | Milestones Private Investment Advisors LLC | 2,169 | $1.20M | 0.9% | N/A | 0.000% | |
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9/11/2025 | Silicon Valley Capital Partners | 132,271 | $72.97M | 7.6% | -2.3% | 0.021% | |
9/10/2025 | WT Wealth Management | 2,584 | $1.43M | 0.4% | -31.6% | 0.000% | |
9/9/2025 | Cambridge Financial Group LLC | 2,571 | $1.42M | 0.5% | -17.2% | 0.000% | |
9/9/2025 | NWF Advisory Services Inc. | 16,344 | $9.02M | 1.1% | +17.0% | 0.003% | |
9/5/2025 | Prospera Capital Management LLC | 4,884 | $2.70M | 0.9% | +11.4% | 0.001% | |
9/4/2025 | Reynders McVeigh Capital Management LLC | 405 | $223K | 0.0% | N/A | 0.000% | |
9/4/2025 | Beacon Capital Management Inc. | 182,313 | $100.57M | 5.2% | +1.0% | 0.029% | |
9/3/2025 | Q3 Asset Management | 11,700 | $6.45M | 2.3% | N/A | 0.002% | |
9/3/2025 | American Trust | 42,947 | $23.69M | 2.2% | +7,093.8% | 0.007% | |
9/2/2025 | FSC Wealth Advisors LLC | 6,498 | $3.59M | 2.2% | +1.5% | 0.001% | |
8/29/2025 | Evolution Wealth Management Inc. | 2,129 | $1.17M | 1.4% | N/A | 0.000% | |
8/29/2025 | Total Investment Management Inc. | 1,554 | $857K | 0.1% | -97.1% | 0.000% | |
8/29/2025 | Centaurus Financial Inc. | 53,057 | $29.27M | 1.7% | +2.5% | 0.008% | |
8/28/2025 | Prospera Capital Management LLC | 4,923 | $2.72M | 0.7% | +11.3% | 0.001% | |
8/28/2025 | Midwestern Financial LLC IA | 4,385 | $2.42M | 2.3% | N/A | 0.001% | |
8/28/2025 | China Universal Asset Management Co. Ltd. | 950 | $525K | 0.0% | +61.0% | 0.000% | |
8/27/2025 | Barnes Wealth Management Group Inc | 5,333 | $2.94M | 1.7% | -1.0% | 0.001% | |
8/27/2025 | Orion Porfolio Solutions LLC | 122,848 | $67.77M | 0.6% | +6.6% | 0.019% | |
8/26/2025 | Thrivent Financial for Lutherans | 166,555 | $91.88M | 0.2% | +76.3% | 0.026% | |
8/26/2025 | Claris Financial LLC | 427 | $236K | 0.2% | -62.3% | 0.000% | |
8/26/2025 | Nautilus Advisors LLC | 1,352 | $746K | 0.5% | +3.8% | 0.000% | |
8/25/2025 | Neuberger Berman Group LLC | 52,981 | $29.23M | 0.0% | +11.3% | 0.008% | |
8/25/2025 | Silverlake Wealth Management LLC | 6,931 | $3.82M | 1.1% | +5.8% | 0.001% | |
8/25/2025 | Hilltop Partners LLC | 430 | $237K | 0.1% | N/A | 0.000% | |
8/25/2025 | BLVD Private Wealth LLC | 5,182 | $2.86M | 2.7% | N/A | 0.001% | |
8/22/2025 | Carter Financial Group INC. | 4,107 | $2.27M | 1.5% | N/A | 0.001% | |
8/22/2025 | TT Capital Management LLC | 7,205 | $3.98M | 1.3% | N/A | 0.001% | |
8/21/2025 | Pathway Financial Advisers LLC | 1,055 | $582K | 0.2% | N/A | 0.000% | |
8/20/2025 | Thompson Davis & CO. Inc. | 676 | $373K | 0.2% | -58.2% | 0.000% | |
8/20/2025 | Coppell Advisory Solutions LLC | 21,799 | $11.95M | 1.4% | +52.2% | 0.003% | |
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8/19/2025 | B. Riley Wealth Advisors Inc. | 47,559 | $26.24M | 1.2% | N/A | 0.007% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 23,507 | $12.97M | 2.1% | +16.2% | 0.004% | |
8/19/2025 | Cape Investment Advisory Inc. | 2,802 | $1.55M | 0.6% | -2.6% | 0.000% | |
8/19/2025 | Advisory Services Network LLC | 167,053 | $94.39M | 1.5% | +2.4% | 0.026% | |
8/19/2025 | Anchor Investment Management LLC | 39,216 | $21.63M | 1.9% | -6.1% | 0.006% | |
8/19/2025 | Asset Dedication LLC | 4,625 | $2.55M | 0.2% | -9.1% | 0.001% | |
8/19/2025 | Element Pointe Advisors LLC | 490 | $270K | 0.1% | N/A | 0.000% | |
8/19/2025 | Campbell Capital Management Inc. | 4,414 | $2.44M | 0.9% | N/A | 0.001% | |
8/18/2025 | Finward Bancorp | 7,173 | $3.96M | 3.1% | +6.0% | 0.001% | |
8/18/2025 | Tyler Stone Wealth Management | 8,998 | $4.96M | 0.8% | -8.5% | 0.001% | |
8/18/2025 | Tactive Advisors LLC | 17,868 | $9.86M | 3.2% | N/A | 0.003% | |
8/18/2025 | N.E.W. Advisory Services LLC | 6,185 | $3.41M | 0.3% | -27.5% | 0.001% | |
8/18/2025 | Geneos Wealth Management Inc. | 78,832 | $43.49M | 1.1% | +21.0% | 0.012% | |
8/18/2025 | Hollencrest Capital Management | 184,740 | $101.91M | 4.3% | -0.4% | 0.029% | |
8/18/2025 | V2 Financial group LLC | 675 | $372K | 0.2% | +17.4% | 0.000% | |
8/18/2025 | Westwood Holdings Group Inc. | 35,625 | $19.65M | 0.1% | -5.3% | 0.006% | |
8/18/2025 | Kestra Investment Management LLC | 3,887 | $2.14M | 0.1% | +14.0% | 0.001% | |
8/18/2025 | Caxton Associates LLP | 2,475 | $1.37M | 0.0% | -31.5% | 0.000% | |
8/18/2025 | Cornerstone Financial Group LLC NE | 1,717 | $947K | 0.8% | -9.8% | 0.000% | |
8/18/2025 | Johns Hopkins University | 258,537 | $142.62M | 7.5% | +22.3% | 0.041% | |
8/18/2025 | Pacific Center for Financial Services | 96,426 | $53.19M | 14.4% | -1.0% | 0.015% | |
8/18/2025 | Front Row Advisors LLC | 3,833 | $2.12M | 0.7% | +6.5% | 0.001% | |
8/16/2025 | Parr Mcknight Wealth Management Group LLC | 1,420 | $783K | 0.1% | +4.0% | 0.000% | |
8/16/2025 | Teachers Insurance & Annuity Association of America | 1,033 | $570K | 0.7% | -13.3% | 0.000% | |
8/16/2025 | Evergreen Capital Management LLC | 32,704 | $18.06M | 0.5% | -0.6% | 0.005% | |
8/15/2025 | Strategic Investment Advisors MI | 936 | $517K | 0.1% | +2.3% | 0.000% | |
8/15/2025 | Nikulski Financial Inc. | 18,884 | $10.42M | 2.9% | +1.6% | 0.003% | |
8/15/2025 | Tower Research Capital LLC TRC | 139,884 | $77.17M | 2.1% | -74.8% | 0.022% | |
8/15/2025 | First Heartland Consultants Inc. | 56,353 | $31.09M | 2.8% | +35.4% | 0.009% | |
8/15/2025 | Howland Capital Management LLC | 2,939 | $1.62M | 0.1% | -2.9% | 0.000% | |
8/15/2025 | Synergy Financial Group LTD | 1,657 | $914K | 0.7% | -1.8% | 0.000% | |
8/15/2025 | Global View Capital Management LLC | 984 | $543K | 0.2% | -14.0% | 0.000% | |
8/15/2025 | Security National Bank of SO Dak | 567 | $313K | 0.2% | -50.5% | 0.000% | |
8/15/2025 | Sugar Maple Asset Management LLC | 850 | $469K | 0.4% | N/A | 0.000% | |
8/15/2025 | Orcam Financial Group | 859 | $474K | 0.4% | -5.9% | 0.000% | |
8/15/2025 | Asset Allocation Strategies LLC | 33,299 | $18.37M | 3.5% | -1.8% | 0.005% | |
8/15/2025 | FFT Wealth Management LLC | 24,222 | $13.79M | 2.7% | +17.5% | 0.004% | |
8/15/2025 | LGL Partners LLC | 22,130 | $12.60M | 5.6% | +8.2% | 0.003% | |
8/15/2025 | Resources Management Corp CT ADV | 392 | $216K | 0.0% | +5.4% | 0.000% | |
8/15/2025 | Semmax Financial Advisors Inc. | 248 | $142K | 0.0% | N/A | 0.000% | |
8/15/2025 | Fairfield Bush & CO. | 483 | $267K | 0.2% | +11.5% | 0.000% | |
8/15/2025 | Rakuten Securities Inc. | 6,324 | $3.49M | 1.3% | -30.7% | 0.001% | |
8/15/2025 | Puff Wealth Management LLC | 582 | $321K | 0.1% | N/A | 0.000% | |
8/15/2025 | Equitable Holdings Inc. | 555,843 | $306.63M | 2.5% | +8.4% | 0.088% | |
8/15/2025 | Ewing Morris & Co. Investment Partners Ltd. | 7,311 | $4.04M | 1.8% | -29.5% | 0.001% | |
8/15/2025 | Morse Asset Management Inc | 8,220 | $4.53M | 1.0% | +41,000.0% | 0.001% | |
8/15/2025 | Florida Financial Advisors LLC | 21,608 | $11.92M | 3.9% | -5.7% | 0.003% | |
8/15/2025 | Northeast Financial Consultants Inc | 184,612 | $101.84M | 4.2% | +0.4% | 0.029% | |
8/15/2025 | Hayek Kallen Investment Management | 6,134 | $3.38M | 1.2% | +26.8% | 0.001% | |
8/15/2025 | Kensington Investment Counsel LLC | 7,531 | $4.16M | 1.8% | +1.7% | 0.001% | |
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8/15/2025 | Chapman Financial Group LLC | 1,060 | $585K | 0.5% | N/A | 0.000% | |
8/15/2025 | FSB Premier Wealth Management Inc. | 1,556 | $858K | 0.3% | -1.3% | 0.000% | |
8/15/2025 | Stonebridge Capital Advisors LLC | 1,056 | $583K | 0.0% | +3.0% | 0.000% | |
8/15/2025 | Captrust Financial Advisors | 381,092 | $210.22M | 0.5% | +4.0% | 0.060% | |
8/15/2025 | Blue Chip Partners LLC | 1,339 | $738K | 0.1% | +75.0% | 0.000% | |
8/15/2025 | Keel Point LLC | 10,897 | $6.01M | 0.4% | -11.1% | 0.002% | |
8/15/2025 | Alaethes Wealth LLC | 3,337 | $1.84M | 0.6% | +13.6% | 0.001% | |
8/15/2025 | Zuckerman Investment Group LLC | 9,529 | $5.26M | 0.5% | -9.3% | 0.002% | |
8/15/2025 | Pine Ridge Advisers LLC | 142,500 | $78.61M | 5.0% | +0.5% | 0.022% | |
8/15/2025 | Manhattan West Asset Management LLC | 3,694 | $2.04M | 0.5% | -12.8% | 0.001% | |