10/16/2025 | Mezzasalma Advisors LLC | 66,060 | $1.74M | 0.4% | +13.8% | 0.008% | |
10/16/2025 | Carnegie Investment Counsel | 56,824 | $1.49M | 0.0% | +32.6% | 0.007% | |
10/16/2025 | Townsend Asset Management Corp NC ADV | 3,993 | $105K | 0.0% | -89.1% | 0.001% | |
10/16/2025 | Darwin Wealth Management LLC | 15,308 | $403K | 0.1% | -5.8% | 0.002% | |
10/16/2025 | PFS Partners LLC | 2,232 | $59K | 0.0% | N/A | 0.000% | |
10/16/2025 | HBK Sorce Advisory LLC | 15,462 | $406K | 0.0% | N/A | 0.002% | |
10/16/2025 | Blue Trust Inc. | 8,183 | $215K | 0.0% | +1,306.0% | 0.001% | |
10/16/2025 | Johnson Bixby & Associates LLC | 89,915 | $2.37M | 0.3% | -0.6% | 0.011% | |
10/15/2025 | CWM LLC | 34,870 | $917K | 0.0% | -43.9% | 0.004% | |
10/15/2025 | Whitener Capital Management Inc. | 100,611 | $2.65M | 0.6% | -1.3% | 0.013% | |
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10/15/2025 | Gemmer Asset Management LLC | 2,658,567 | $69.92M | 5.7% | +1.5% | 0.338% | |
10/15/2025 | Alhambra Investment Management LLC | 406,014 | $10.68M | 5.1% | -0.4% | 0.052% | |
10/15/2025 | Norden Group LLC | 7,857 | $207K | 0.0% | N/A | 0.001% | |
10/15/2025 | Brookstone Capital Management | 19,085 | $502K | 0.0% | +5.9% | 0.002% | |
10/15/2025 | Paragon Capital Management Ltd | 12,922 | $340K | 0.1% | -5.9% | 0.002% | |
10/15/2025 | DAVENPORT & Co LLC | 826,791 | $21.75M | 0.1% | +121.6% | 0.105% | |
10/14/2025 | Highline Wealth Partners LLC | 376,330 | $9.90M | 2.7% | +3.6% | 0.048% | |
10/14/2025 | Welch Group LLC | 19,536 | $514K | 0.0% | -21.2% | 0.002% | |
10/14/2025 | White Pine Investment CO | 588,977 | $15.49M | 3.7% | +0.2% | 0.075% | |
10/14/2025 | Boulay Financial Advisors LLC | 8,772,604 | $230.72M | 32.4% | +2.9% | 1.116% | |
10/14/2025 | Yousif Capital Management LLC | 9,056 | $238K | 0.0% | N/A | 0.001% | |
10/14/2025 | Bulwark Capital Corp | 84,467 | $2.22M | 1.7% | -21.4% | 0.011% | |
10/14/2025 | Farther Finance Advisors LLC | 33,339 | $877K | 0.0% | -4.2% | 0.004% | |
10/14/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 1,444,754 | $38.00M | 7.2% | -0.4% | 0.184% | |
10/14/2025 | Elevation Wealth Partners LLC | 744,484 | $19.58M | 7.0% | +1.8% | 0.095% | |
10/14/2025 | Berger Financial Group Inc | 48,577 | $1.28M | 0.1% | -3.7% | 0.006% | |
10/14/2025 | McGrath & Associates Inc. | 62,908 | $1.65M | 2.5% | -2.3% | 0.008% | |
10/14/2025 | Prairiewood Capital LLC | 1,726,912 | $45.42M | 15.1% | +9.6% | 0.220% | |
10/14/2025 | Brighton Jones LLC | 7,887 | $207K | 0.0% | -10.3% | 0.001% | |
10/10/2025 | Financial Connections Group Inc. | 5,791 | $152K | 0.1% | -16.0% | 0.001% | |
10/10/2025 | Arlington Financial Advisors LLC | 377,205 | $9.92M | 1.5% | -0.1% | 0.048% | |
10/10/2025 | Charles Schwab Trust Co | 3,052,058 | $80.27M | 5.4% | +6.5% | 0.389% | |
10/10/2025 | Foster Victor Wealth Advisors LLC | 8,636 | $229K | 0.0% | -58.2% | 0.001% | |
10/10/2025 | Red Door Wealth Management LLC | 18,205 | $479K | 0.1% | N/A | 0.002% | |
10/10/2025 | Envision Financial LLC | 610,560 | $16.06M | 9.2% | +2.6% | 0.078% | |
10/10/2025 | Abound Wealth Management | 18,775 | $494K | 0.1% | -17.7% | 0.002% | |
10/10/2025 | Focus Financial Network Inc. | 143,769 | $3.78M | 0.1% | +0.6% | 0.018% | |
10/10/2025 | KMG Fiduciary Partners LLC | 68,056 | $1.79M | 0.1% | -2.1% | 0.009% | |
10/9/2025 | CGN Advisors LLC | 14,585 | $384K | 0.0% | -5.8% | 0.002% | |
10/9/2025 | Bartlett & CO. Wealth Management LLC | 951,550 | $25.03M | 0.3% | +1.0% | 0.121% | |
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10/9/2025 | AdvisorNet Financial Inc | 51,701 | $1.36M | 0.1% | -31.3% | 0.007% | |
10/9/2025 | Newman Dignan & Sheerar Inc. | 14,442 | $380K | 0.1% | -10.5% | 0.002% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 624,285 | $16.42M | 0.4% | -2.3% | 0.080% | |
10/9/2025 | Guardian Financial Partners LLC | 293,902 | $7.73M | 3.3% | +0.9% | 0.037% | |
10/8/2025 | Armstrong Advisory Group Inc. | 2,773 | $73K | 0.0% | +346.5% | 0.000% | |
10/8/2025 | Asset Allocation Strategies LLC | 524,916 | $13.81M | 2.7% | +10.1% | 0.067% | |
10/7/2025 | Lbmc Investment Advisors LLC | 58,923 | $1.55M | 0.1% | -6.4% | 0.008% | |
10/7/2025 | Channel Wealth LLC | 27,954 | $735K | 0.2% | -9.7% | 0.004% | |
10/7/2025 | Canandaigua National Trust Co of Florida | 13,920 | $366K | 0.3% | -43.3% | 0.002% | |
10/7/2025 | Salem Investment Counselors Inc. | 59,503 | $1.57M | 0.0% | -4.3% | 0.008% | |
10/7/2025 | Sonora Investment Management Group LLC | 28,199 | $742K | 0.1% | +8.3% | 0.004% | |
10/7/2025 | Nova Wealth Management Inc. | 13,747 | $362K | 0.3% | -12.1% | 0.002% | |
10/6/2025 | Destiny Wealth Partners LLC | 13,389 | $352K | 0.0% | +10.3% | 0.002% | |
10/6/2025 | ARS Wealth Advisors Group LLC | 12,792 | $336K | 0.0% | N/A | 0.002% | |
10/6/2025 | Collective Family Office LLC | 278,792 | $7.33M | 1.8% | +2.0% | 0.036% | |
10/6/2025 | Wisconsin Wealth Advisors LLC | 12,389 | $326K | 0.3% | -14.0% | 0.002% | |
10/6/2025 | Moller Wealth Partners | 938,733 | $24.69M | 5.1% | +7.4% | 0.121% | |
10/3/2025 | Summit Financial Wealth Advisors LLC | 11,962 | $316K | 0.0% | -4.7% | 0.002% | |
9/29/2025 | Summit Financial Wealth Advisors LLC | 12,552 | $308K | 0.1% | +47.1% | 0.002% | |
9/26/2025 | Corient Private Wealth LLC | 909,850 | $22.33M | 0.0% | -3.2% | 0.120% | |
9/12/2025 | Valeo Financial Advisors LLC | 86,083 | $2.11M | 0.0% | -3.7% | 0.011% | |
9/4/2025 | Osaic Holdings Inc. | 1,867,518 | $45.79M | 0.1% | -20.5% | 0.246% | |
9/3/2025 | American Trust | 479,917 | $11.78M | 1.1% | N/A | 0.063% | |
8/29/2025 | Centaurus Financial Inc. | 5,518 | $135K | 0.0% | -17.6% | 0.001% | |
8/27/2025 | Orion Porfolio Solutions LLC | 118,721 | $2.91M | 0.0% | +31.4% | 0.016% | |
8/26/2025 | Thrivent Financial for Lutherans | 13,141 | $322K | 0.0% | N/A | 0.002% | |
8/22/2025 | TT Capital Management LLC | 31,200 | $706K | 0.2% | N/A | 0.004% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 8,220 | $202K | 0.0% | N/A | 0.001% | |
8/19/2025 | Advisory Services Network LLC | 90,206 | $2.23M | 0.0% | +6.2% | 0.012% | |
8/16/2025 | Evergreen Capital Management LLC | 14,013 | $344K | 0.0% | +24.9% | 0.002% | |
8/15/2025 | Tower Research Capital LLC TRC | 87,061 | $2.14M | 0.1% | +769.4% | 0.011% | |
8/15/2025 | Asset Allocation Strategies LLC | 476,707 | $11.70M | 2.2% | +12.1% | 0.063% | |
8/15/2025 | Urban Financial Advisory Corp | 592,575 | $14.54M | 7.3% | +16.1% | 0.078% | |
8/15/2025 | Corient Private Wealth LLC | 1,819,924 | $44.66M | 0.1% | +93.6% | 0.239% | |
8/15/2025 | Equitable Holdings Inc. | 174,624 | $4.29M | 0.0% | +14.8% | 0.023% | |
8/15/2025 | Captrust Financial Advisors | 16,304,295 | $400.11M | 0.9% | +5.0% | 2.146% | |
8/15/2025 | Lantern Wealth Advisors LLC | 22,120 | $543K | 0.3% | N/A | 0.003% | |
8/15/2025 | Smartleaf Asset Management LLC | 4,607 | $113K | 0.0% | -24.5% | 0.001% | |
8/15/2025 | Oxford Financial Group LTD. LLC | 1,059,490 | $26M | 1.5% | -3.9% | 0.139% | |
8/15/2025 | Orion Porfolio Solutions LLC | 354,274 | $9.22M | 0.1% | +292.1% | 0.047% | |
8/15/2025 | MML Investors Services LLC | 402,617 | $9.88M | 0.0% | +16.1% | 0.053% | |
8/15/2025 | IHT Wealth Management LLC | 56,984 | $1.40M | 0.0% | -2.1% | 0.007% | |
8/15/2025 | Great Valley Advisor Group Inc. | 967,375 | $23.74M | 0.5% | +36.2% | 0.127% | |
8/15/2025 | EP Wealth Advisors LLC | 574,387 | $14.10M | 0.1% | +664.5% | 0.076% | |
8/15/2025 | Curi Capital LLC | 9,748 | $239K | 0.0% | N/A | 0.001% | |
8/15/2025 | BNP Paribas Financial Markets | 350,010 | $8.59M | 0.0% | +1,346,092.3% | 0.046% | |
8/15/2025 | Bank of America Corp DE | 2,954,362 | $72.50M | 0.0% | -2.0% | 0.389% | |
8/15/2025 | Ameriprise Financial Inc. | 8,113,872 | $199.15M | 0.0% | +4.5% | 1.068% | |
8/15/2025 | Aberdeen Wealth Management LLC | 90,929 | $2.23M | 1.5% | +4.6% | 0.012% | |
8/14/2025 | Jane Street Group LLC | 19,839 | $487K | 0.0% | -77.6% | 0.003% | |
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8/14/2025 | Ausdal Financial Partners Inc. | 28,089 | $689K | 0.0% | -3.0% | 0.004% | |
8/14/2025 | Raymond James Financial Inc. | 550,528 | $13.51M | 0.0% | +1.5% | 0.072% | |
8/14/2025 | Darwin Wealth Management LLC | 16,252 | $399K | 0.1% | N/A | 0.002% | |
8/14/2025 | Quantinno Capital Management LP | 195,631 | $4.80M | 0.0% | +5.9% | 0.026% | |
8/14/2025 | Peapack Gladstone Financial Corp | 407,571 | $10.00M | 0.1% | +41.2% | 0.054% | |
8/14/2025 | HUB Investment Partners LLC | 29,833 | $732K | 0.0% | +3.2% | 0.004% | |
8/14/2025 | Ieq Capital LLC | 132,018 | $3.24M | 0.0% | -3.0% | 0.017% | |
8/14/2025 | Main Street Financial Solutions LLC | 164,930 | $4.05M | 0.3% | -8.6% | 0.022% | |
8/14/2025 | FWL Investment Management LLC | 2,391 | $59K | 0.0% | N/A | 0.000% | |
8/14/2025 | FAS Wealth Partners Inc. | 8,855 | $217K | 0.0% | -7.5% | 0.001% | |