7/25/2025 | NorthRock Partners LLC | 141,734 | $13.00M | 0.3% | +1.4% | 0.031% | |
7/25/2025 | Priebe Wealth Holdings LLC | 3,580 | $328K | 0.3% | -22.9% | 0.001% | |
7/25/2025 | Verdence Capital Advisors LLC | 436,952 | $40.08M | 2.7% | +10.0% | 0.096% | |
7/25/2025 | Atria Wealth Solutions Inc. | 233,283 | $21.38M | 0.5% | -50.1% | 0.051% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 450,566 | $41.33M | 0.2% | -21.7% | 0.099% | |
7/25/2025 | Concord Asset Management LLC VA | 29,941 | $2.75M | 0.4% | +56.6% | 0.007% | |
7/25/2025 | Sequoia Financial Advisors LLC | 23,137 | $2.12M | 0.0% | +110.8% | 0.005% | |
7/25/2025 | Total Clarity Wealth Management Inc. | 3,165 | $290K | 0.1% | -6.3% | 0.001% | |
7/25/2025 | MGO One Seven LLC | 287,229 | $26.35M | 0.8% | +21.5% | 0.063% | |
7/25/2025 | Welch Group LLC | 23,718 | $2.18M | 0.1% | +91.4% | 0.005% | |
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7/25/2025 | Pathway Financial Advisors LLC | 59,988 | $5.50M | 0.8% | -1.7% | 0.013% | |
7/25/2025 | Stephens Consulting LLC | 35,221 | $3.23M | 0.8% | -2.2% | 0.008% | |
7/25/2025 | MOKAN Wealth Management Inc. | 133,456 | $12.24M | 6.8% | +8.6% | 0.029% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 673 | $62K | 0.0% | -43.7% | 0.000% | |
7/25/2025 | Joel Adams & Associates Inc. | 15,290 | $1.40M | 1.2% | -6.1% | 0.003% | |
7/25/2025 | McNamara Financial Services Inc. | 301,603 | $27.67M | 5.5% | +11.8% | 0.066% | |
7/25/2025 | Sharp Financial Services LLC | 9,300 | $853K | 0.6% | +5.5% | 0.002% | |
7/25/2025 | Mitchell Sinkler & Starr PA | 9,027 | $828K | 0.4% | +39.5% | 0.002% | |
7/25/2025 | Prostatis Group LLC | 33,619 | $3.08M | 0.9% | -92.4% | 0.007% | |
7/25/2025 | Second Half Financial Partners LLC | 415,305 | $38.10M | 17.9% | -13.4% | 0.091% | |
7/25/2025 | CWM LLC | 2,360,037 | $216.49M | 0.8% | +16.2% | 0.517% | |
7/25/2025 | Transcendent Capital Group LLC | 5,185 | $476K | 0.2% | -55.7% | 0.001% | |
7/25/2025 | Summa Corp. | 4,843 | $444K | 0.2% | N/A | 0.001% | |
7/25/2025 | Udine Wealth Management Inc. | 301,570 | $27.66M | 16.3% | -1.7% | 0.066% | |
7/25/2025 | Concurrent Investment Advisors LLC | 199,878 | $18.34M | 0.4% | -82.7% | 0.044% | |
7/25/2025 | Apollon Wealth Management LLC | 57,798 | $5.30M | 0.1% | +43.2% | 0.013% | |
7/25/2025 | Richardson Financial Services Inc. | 1,534 | $140K | 0.1% | -66.1% | 0.000% | |
7/25/2025 | IRON Financial LLC | 5,108 | $469K | 0.2% | N/A | 0.001% | |
7/24/2025 | JNBA Financial Advisors | 800,386 | $73.42M | 7.1% | +5.5% | 0.175% | |
7/24/2025 | SLT Holdings LLC | 112,203 | $10.29M | 7.9% | -4.1% | 0.025% | |
7/24/2025 | Eastern Bank | 20,395 | $1.87M | 0.0% | -23.0% | 0.004% | |
7/24/2025 | Blue Trust Inc. | 2,633 | $241K | 0.0% | +329.5% | 0.001% | |
7/24/2025 | Fourpath Capital Management LLC | 359,588 | $32.99M | 5.2% | +50.4% | 0.079% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 2,458 | $225K | 0.0% | -26.4% | 0.001% | |
7/24/2025 | Costello Asset Management INC | 595 | $55K | 0.0% | -28.9% | 0.000% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 9,492 | $871K | 0.1% | -10.5% | 0.002% | |
7/24/2025 | NavPoint Financial Inc. | 6,083 | $558K | 0.3% | -7.0% | 0.001% | |
7/24/2025 | M1 Capital Management LLC | 3,502 | $321K | 0.2% | +8.3% | 0.001% | |
7/24/2025 | Stiles Financial Services Inc | 19,119 | $1.75M | 0.6% | -20.4% | 0.004% | |
7/24/2025 | Coordinated Financial Services Inc. | 11,498 | $1.06M | 0.7% | N/A | 0.003% | |
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7/24/2025 | Blair William & Co. IL | 32,474 | $2.98M | 0.0% | +43.7% | 0.007% | |
7/24/2025 | TFR Capital LLC. | 11,666 | $1.07M | 0.4% | -18.1% | 0.003% | |
7/24/2025 | Boomfish Wealth Group LLC | 94,574 | $8.68M | 5.0% | -6.4% | 0.021% | |
7/24/2025 | Capital Advisors Ltd. LLC | 99,776 | $9.15M | 1.1% | +9.8% | 0.022% | |
7/24/2025 | Weaver Capital Management LLC | 331,474 | $30.41M | 7.4% | -4.6% | 0.073% | |
7/24/2025 | McElhenny Sheffield Capital Management LLC | 16,669 | $1.53M | 0.1% | +21.3% | 0.004% | |
7/24/2025 | Lokken Investment Group LLC | 33,670 | $3.09M | 1.2% | +12.6% | 0.007% | |
7/24/2025 | Copperwynd Financial LLC | 25,013 | $2.29M | 0.6% | -14.5% | 0.005% | |
7/24/2025 | US Bancorp DE | 88,981 | $8.16M | 0.0% | +1,147.6% | 0.019% | |
7/23/2025 | Tectonic Advisors LLC | 393,418 | $36.09M | 2.1% | -8.9% | 0.086% | |
7/23/2025 | SpringVest Wealth Management LLC | 12,160 | $1.12M | 0.9% | -23.9% | 0.003% | |
7/23/2025 | Vontobel Holding Ltd. | 57,411 | $5.27M | 0.0% | +26.0% | 0.013% | |
7/23/2025 | Aurora Investment Managers LLC. | 173,036 | $15.87M | 9.6% | +7.4% | 0.038% | |
7/23/2025 | Eagle Strategies LLC | 6,889 | $632K | 0.1% | -39.6% | 0.002% | |
7/23/2025 | Clear Creek Financial Management LLC | 63,014 | $5.78M | 0.6% | -72.4% | 0.014% | |
7/23/2025 | Ignite Planners LLC | 4,034 | $370K | 0.1% | -29.0% | 0.001% | |
7/23/2025 | RiverTree Advisors LLC | 27,690 | $2.54M | 1.7% | -60.2% | 0.006% | |
7/23/2025 | Morton Capital Management LLC CA | 4,487 | $412K | 0.1% | N/A | 0.001% | |
7/23/2025 | Guild Investment Management Inc. | 84,047 | $7.71M | 6.7% | -21.9% | 0.018% | |
7/23/2025 | WESPAC Advisors LLC | 5,457 | $501K | 0.4% | +7.4% | 0.001% | |
7/23/2025 | Traphagen Investment Advisors LLC | 8,954 | $821K | 0.1% | -24.9% | 0.002% | |
7/23/2025 | Opulen Financial Group LLC | 2,309 | $212K | 0.2% | -44.6% | 0.001% | |
7/23/2025 | Raub Brock Capital Management LP | 93,530 | $8.58M | 1.9% | +76.0% | 0.020% | |
7/23/2025 | NBT Bank N A NY | 2,935 | $269K | 0.0% | -11.7% | 0.001% | |
7/23/2025 | Sax Wealth Advisors LLC | 5,946 | $545K | 0.0% | -27.2% | 0.001% | |
7/23/2025 | Venturi Wealth Management LLC | 3,244 | $298K | 0.0% | -95.0% | 0.001% | |
7/23/2025 | Wheelhouse Advisory Group LLC | 70,969 | $6.51M | 3.3% | +4.2% | 0.016% | |
7/23/2025 | DMC Group LLC | 8,205 | $753K | 0.6% | N/A | 0.002% | |
7/23/2025 | High Note Wealth LLC | 131,539 | $12.07M | 2.8% | +58,361.8% | 0.029% | |
7/23/2025 | Godsey & Gibb Inc. | 1,729 | $159K | 0.0% | -29.4% | 0.000% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 30,144 | $2.77M | 0.2% | +2.3% | 0.007% | |
7/23/2025 | Roundview Capital LLC | 191,548 | $17.57M | 1.2% | +9.2% | 0.042% | |
7/23/2025 | Bingham Private Wealth LLC | 31,465 | $2.89M | 2.6% | -11.6% | 0.007% | |
7/23/2025 | Meitav Investment House Ltd. | 16,122 | $1.48M | 0.0% | -19.7% | 0.004% | |
7/23/2025 | SteelPeak Wealth LLC | 8,127 | $745K | 0.0% | +172.8% | 0.002% | |
7/23/2025 | Motiv8 Investments LLC | 4,593 | $421K | 0.3% | -39.2% | 0.001% | |
7/22/2025 | Relyea Zuckerberg Hanson LLC | 371,421 | $34.07M | 4.0% | +3.1% | 0.081% | |
7/22/2025 | Belpointe Asset Management LLC | 448,867 | $41.18M | 1.7% | +15.8% | 0.098% | |
7/22/2025 | MAS Advisors LLC | 5,463 | $501K | 0.8% | +35.5% | 0.001% | |
7/22/2025 | Berkshire Money Management Inc. | 234,053 | $21.47M | 2.3% | -12.4% | 0.051% | |
7/22/2025 | Duncan Williams Asset Management LLC | 5,187 | $476K | 0.1% | N/A | 0.001% | |
7/22/2025 | Luken Investment Analytics LLC | 48,455 | $4.45M | 1.9% | -41.0% | 0.011% | |
7/22/2025 | CPR Investments Inc. | 64,466 | $5.91M | 4.6% | -19.6% | 0.014% | |
7/22/2025 | DAVENPORT & Co LLC | 102,695 | $9.42M | 0.1% | +25.9% | 0.023% | |
7/22/2025 | Global Assets Advisory LLC | 14,328 | $1.31M | 0.5% | -37.2% | 0.003% | |
7/22/2025 | Merit Financial Group LLC | 65,014 | $5.96M | 0.1% | +110.0% | 0.014% | |
7/22/2025 | Beacon Financial Advisory LLC | 2,485 | $228K | 0.1% | N/A | 0.001% | |
7/22/2025 | Kickstand Ventures LLC. | 5,187 | $476K | 0.1% | -20.7% | 0.001% | |
7/22/2025 | Simplicity Wealth LLC | 21,693 | $1.99M | 0.1% | -80.4% | 0.005% | |
7/22/2025 | Brown Miller Wealth Management LLC | 12,114 | $1.11M | 0.3% | N/A | 0.003% | |
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7/22/2025 | Private Wealth Group LLC | 225,720 | $20.71M | 11.0% | -0.4% | 0.049% | |
7/22/2025 | MBL Wealth LLC | 948,411 | $87.00M | 8.3% | -15.5% | 0.208% | |
7/22/2025 | Realta Investment Advisors | 14,437 | $1.32M | 0.5% | +67.2% | 0.003% | |
7/22/2025 | Wealthcare Capital Partners LLC | 6,619 | $607K | 0.3% | -35.9% | 0.001% | |
7/22/2025 | Wealthcare Capital Management LLC | 7,546 | $692K | 0.1% | +34.8% | 0.002% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 90,049 | $8.26M | 0.2% | +30.2% | 0.020% | |
7/22/2025 | Diligent Investors LLC | 15,875 | $1.46M | 0.3% | N/A | 0.003% | |
7/22/2025 | Elevate Capital Advisors LLC | 25,416 | $2.33M | 1.9% | +959.0% | 0.006% | |
7/22/2025 | Apexium Financial LP | 3,381 | $310K | 0.0% | +15.2% | 0.001% | |
7/21/2025 | NTV Asset Management LLC | 4,935 | $453K | 0.1% | N/A | 0.001% | |