7/25/2025 | NorthRock Partners LLC | 921 | $81K | 0.0% | -34.0% | 0.000% | |
7/25/2025 | Atria Wealth Solutions Inc. | 93,588 | $8.23M | 0.2% | -87.0% | 0.017% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 494,047 | $43.60M | 0.2% | -45.5% | 0.090% | |
7/25/2025 | Sequoia Financial Advisors LLC | 2,373 | $209K | 0.0% | -8.8% | 0.000% | |
7/25/2025 | ONE Advisory Partners LLC | 5,496 | $473K | 0.2% | N/A | 0.001% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 108,218 | $9.55M | 0.0% | +7.6% | 0.020% | |
7/25/2025 | Prostatis Group LLC | 3,178 | $280K | 0.1% | N/A | 0.001% | |
7/25/2025 | Commonwealth Financial Services LLC | 77,116 | $6.81M | 1.3% | N/A | 0.014% | |
7/25/2025 | Second Half Financial Partners LLC | 5,087 | $449K | 0.2% | +17.8% | 0.001% | |
7/25/2025 | Midwest Capital Advisors LLC | 1,375 | $121K | 0.1% | -71.7% | 0.000% | |
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7/25/2025 | CWM LLC | 148,806 | $13.13M | 0.0% | -13.9% | 0.027% | |
7/25/2025 | Lodestar Private Asset Management LLC | 12,842 | $1.13M | 0.1% | -12.6% | 0.002% | |
7/25/2025 | Hobbs Group Advisors LLC | 13,354 | $1.18M | 0.4% | -2.2% | 0.002% | |
7/25/2025 | Sovereign Financial Group Inc. | 2,365 | $209K | 0.0% | -32.7% | 0.000% | |
7/25/2025 | Concurrent Investment Advisors LLC | 523,846 | $46.23M | 0.9% | +23.1% | 0.095% | |
7/25/2025 | Apollon Wealth Management LLC | 40,432 | $3.57M | 0.1% | +102.9% | 0.007% | |
7/24/2025 | Invictus Private Wealth LLC | 7,849 | $693K | 0.0% | +46.9% | 0.001% | |
7/24/2025 | Eastern Bank | 312 | $28K | 0.0% | -29.3% | 0.000% | |
7/24/2025 | JFS Wealth Advisors LLC | 1,893 | $167K | 0.0% | +100.7% | 0.000% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 12,764 | $1.13M | 0.0% | -33.5% | 0.002% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 3,810 | $336K | 0.0% | -74.8% | 0.001% | |
7/24/2025 | Nationwide Fund Advisors | 1,009,646 | $89.10M | 5.0% | -29.4% | 0.183% | |
7/24/2025 | Etesian Wealth Advisors Inc. | 17,752 | $1.57M | 0.6% | -7.4% | 0.003% | |
7/24/2025 | WMG Financial Advisors LLC | 4,701 | $415K | 0.2% | -3.9% | 0.001% | |
7/24/2025 | Coordinated Financial Services Inc. | 3,643 | $322K | 0.2% | N/A | 0.001% | |
7/24/2025 | Stonebridge Financial Group LLC | 6,684 | $590K | 0.1% | +11.0% | 0.001% | |
7/24/2025 | MA Private Wealth | 35,523 | $3.14M | 0.6% | +0.6% | 0.006% | |
7/24/2025 | Blair William & Co. IL | 11,068 | $977K | 0.0% | -25.5% | 0.002% | |
7/24/2025 | Boomfish Wealth Group LLC | 47,803 | $4.22M | 2.4% | +1.2% | 0.009% | |
7/24/2025 | Leo Wealth LLC | 68,657 | $6.06M | 0.5% | +131.0% | 0.012% | |
7/24/2025 | E Fund Management Hong Kong Co. Ltd. | 8,218 | $725K | 0.7% | -42.7% | 0.001% | |
7/24/2025 | US Bancorp DE | 948,805 | $83.74M | 0.1% | -40.7% | 0.172% | |
7/23/2025 | Tectonic Advisors LLC | 18,055 | $1.59M | 0.1% | +5.9% | 0.003% | |
7/23/2025 | SpringVest Wealth Management LLC | 3,462 | $306K | 0.2% | -67.0% | 0.001% | |
7/23/2025 | Vontobel Holding Ltd. | 42,142 | $3.72M | 0.0% | -35.4% | 0.008% | |
7/23/2025 | Clear Creek Financial Management LLC | 21,784 | $1.92M | 0.2% | -18.6% | 0.004% | |
7/23/2025 | Valmark Advisers Inc. | 3,545 | $313K | 0.0% | -24.4% | 0.001% | |
7/23/2025 | Detalus Advisors LLC | 8,504 | $750K | 0.2% | -21.9% | 0.002% | |
7/23/2025 | Lansing Street Advisors | 6,684 | $590K | 0.2% | +35.2% | 0.001% | |
7/23/2025 | NBT Bank N A NY | 62,329 | $5.50M | 0.4% | +2.8% | 0.011% | |
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7/23/2025 | Venturi Wealth Management LLC | 6,262 | $553K | 0.0% | +54.5% | 0.001% | |
7/23/2025 | WestEnd Advisors LLC | 788,523 | $69.59M | 1.7% | -9.3% | 0.142% | |
7/23/2025 | Friedenthal Financial | 3,634 | $321K | 0.2% | +1,292.3% | 0.001% | |
7/23/2025 | Watershed Private Wealth LLC | 3,761 | $332K | 0.1% | -27.6% | 0.001% | |
7/23/2025 | High Note Wealth LLC | 106,133 | $9.37M | 2.1% | -40.2% | 0.019% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 24,330 | $2.15M | 0.2% | -39.3% | 0.004% | |
7/23/2025 | SteelPeak Wealth LLC | 3,587 | $317K | 0.0% | -7.7% | 0.001% | |
7/23/2025 | Heck Capital Advisors LLC | 82,764 | $7.30M | 0.6% | +3.6% | 0.015% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 16,705 | $1.47M | 0.0% | -40.8% | 0.003% | |
7/22/2025 | D.B. Root & Company LLC | 6,877 | $607K | 0.2% | +9.6% | 0.001% | |
7/22/2025 | Belpointe Asset Management LLC | 6,740 | $595K | 0.0% | -60.5% | 0.001% | |
7/22/2025 | Duncan Williams Asset Management LLC | 2,579 | $228K | 0.0% | N/A | 0.000% | |
7/22/2025 | Valeo Financial Advisors LLC | 8,807 | $777K | 0.0% | N/A | 0.002% | |
7/22/2025 | Joule Financial LLC | 55,383 | $4.89M | 1.6% | +74.9% | 0.010% | |
7/22/2025 | CPR Investments Inc. | 25,392 | $2.24M | 1.7% | -56.2% | 0.005% | |
7/22/2025 | DAVENPORT & Co LLC | 81,161 | $7.16M | 0.0% | -4.7% | 0.015% | |
7/22/2025 | Alta Wealth Advisors LLC | 5,663 | $500K | 0.2% | N/A | 0.001% | |
7/22/2025 | IMC Chicago LLC | 188,428 | $16.63M | 0.0% | -76.8% | 0.034% | |
7/22/2025 | Kickstand Ventures LLC. | 2,579 | $228K | 0.1% | -83.2% | 0.000% | |
7/22/2025 | Simplicity Wealth LLC | 161,760 | $14.28M | 0.6% | +1,169.1% | 0.029% | |
7/22/2025 | Realta Investment Advisors | 3,714 | $328K | 0.1% | -54.6% | 0.001% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 18,711 | $1.65M | 0.0% | +23.8% | 0.003% | |
7/22/2025 | Berger Financial Group Inc | 5,377 | $474K | 0.0% | -31.9% | 0.001% | |
7/22/2025 | Firethorn Wealth Partners LLC | 2,963 | $262K | 0.1% | -15.0% | 0.001% | |
7/22/2025 | Checchi Capital Advisers LLC | 86,418 | $7.63M | 0.4% | -43.1% | 0.016% | |
7/22/2025 | Yoder Wealth Management Inc. | 29,758 | $2.63M | 1.4% | -8.3% | 0.005% | |
7/22/2025 | 4Thought Financial Group Inc. | 30,111 | $2.66M | 1.4% | -50.3% | 0.005% | |
7/21/2025 | Impact Investors Inc | 5,564 | $491K | 0.3% | N/A | 0.001% | |
7/21/2025 | Ameriflex Group Inc. | 753 | $66K | 0.0% | -78.7% | 0.000% | |
7/21/2025 | Cardinal Strategic Wealth Guidance | 28,731 | $2.54M | 0.7% | +8.5% | 0.005% | |
7/21/2025 | Ascent Group LLC | 14,209 | $1.25M | 0.0% | -67.9% | 0.003% | |
7/21/2025 | Ameritas Advisory Services LLC | 10,472 | $924K | 0.0% | -52.2% | 0.002% | |
7/21/2025 | HighMark Wealth Management LLC | 35,426 | $3.13M | 1.5% | N/A | 0.006% | |
7/21/2025 | Custos Family Office LLC | 185,101 | $16.34M | 5.2% | +129.3% | 0.033% | |
7/21/2025 | Matauro LLC | 7,344 | $648K | 0.1% | +17.1% | 0.001% | |
7/21/2025 | Triad Wealth Partners LLC | 4,422 | $390K | 0.1% | +91.3% | 0.001% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 2,655,359 | $234.34M | 0.8% | -1.1% | 0.479% | |
7/21/2025 | Syntax Research Inc. | 24,232 | $2.14M | 1.5% | +335.7% | 0.004% | |
7/18/2025 | Pinnacle Investment Management Ltd | 4,500 | $397K | 2.3% | -92.5% | 0.001% | |
7/18/2025 | Warren Street Wealth Advisors LLC | 5,000 | $441K | 0.1% | N/A | 0.001% | |
7/18/2025 | Consolidated Planning Corp | 2,591 | $229K | 0.0% | -8.2% | 0.000% | |
7/18/2025 | Clarity Financial LLC | 143,596 | $12.67M | 1.4% | +4.5% | 0.026% | |
7/18/2025 | Cantor Fitzgerald Investment Advisors L.P. | 214,765 | $18.95M | 1.3% | +0.8% | 0.039% | |
7/18/2025 | B.O.S.S. Retirement Advisors LLC | 15,808 | $1.40M | 0.4% | -5.8% | 0.003% | |
7/18/2025 | Madrona Financial Services LLC | 2,737 | $242K | 0.1% | -48.9% | 0.000% | |
7/18/2025 | Northeast Financial Group Inc. | 84,190 | $7.43M | 2.2% | +8.4% | 0.015% | |
7/18/2025 | Client 1ST Advisory Group LLC | 2,321 | $205K | 0.1% | -85.1% | 0.000% | |
7/18/2025 | Trilogy Capital Inc. | 214,285 | $18.91M | 0.9% | N/A | 0.039% | |
7/18/2025 | Pacific Point Advisors LLC | 20,000 | $1.77M | 1.0% | N/A | 0.004% | |
7/18/2025 | PFG Investments LLC | 18,560 | $1.64M | 0.1% | +35.1% | 0.003% | |
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7/18/2025 | Consolidated Portfolio Review Corp | 7,028 | $620K | 0.1% | +13.7% | 0.001% | |
7/18/2025 | Midwest Financial Group LLC | 31,448 | $2.78M | 1.5% | +1.2% | 0.006% | |
7/18/2025 | Sicart Associates LLC | 157,434 | $13.89M | 4.8% | -6.2% | 0.028% | |
7/18/2025 | Cooper Financial Group | 3,509 | $310K | 0.0% | -45.8% | 0.001% | |
7/18/2025 | Truist Financial Corp | 1,274,915 | $112.51M | 0.2% | -4.7% | 0.231% | |
7/18/2025 | Union Bancaire Privee UBP SA | 2,000 | $176K | 0.0% | -52.7% | 0.000% | |
7/17/2025 | MBA Advisors LLC | 21,656 | $1.91M | 0.9% | -3.0% | 0.004% | |
7/17/2025 | Chicago Capital LLC | 3,800 | $335K | 0.0% | N/A | 0.001% | |
7/17/2025 | One Wealth Advisors LLC | 7,818 | $690K | 0.1% | -56.7% | 0.001% | |
7/17/2025 | Spectrum Strategic Capital Management LLC | 18,443 | $1.63M | 0.8% | +6.6% | 0.003% | |