7/25/2025 | Community Bank N.A. | 175,867 | $10.00M | 1.3% | +10.9% | 0.025% | |
7/25/2025 | NorthRock Partners LLC | 3,071 | $175K | 0.0% | -14.5% | 0.000% | |
7/25/2025 | Atria Wealth Solutions Inc. | 507,452 | $28.86M | 0.7% | -62.7% | 0.071% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 179,498 | $10.20M | 0.0% | -19.3% | 0.025% | |
7/25/2025 | Endowment Wealth Management Inc. | 7,277 | $414K | 0.2% | +11.8% | 0.001% | |
7/25/2025 | Concord Asset Management LLC VA | 23,571 | $1.34M | 0.2% | N/A | 0.003% | |
7/25/2025 | Sequoia Financial Advisors LLC | 18,229 | $1.04M | 0.0% | -15.2% | 0.003% | |
7/25/2025 | Total Clarity Wealth Management Inc. | 3,664 | $208K | 0.1% | -80.1% | 0.001% | |
7/25/2025 | M.E. Allison & CO. Inc. | 61,214 | $3.48M | 2.8% | +25.2% | 0.009% | |
7/25/2025 | Lion Street Advisors LLC | 3,895 | $221K | 0.1% | -57.9% | 0.001% | |
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7/25/2025 | Pegasus Asset Management Inc. | 8,235 | $468K | 0.2% | N/A | 0.001% | |
7/25/2025 | MGO One Seven LLC | 324,090 | $18.42M | 0.6% | +4.9% | 0.045% | |
7/25/2025 | Cypress Capital Group | 5,400 | $307K | 0.0% | N/A | 0.001% | |
7/25/2025 | Hazlett Burt & Watson Inc. | 3,280 | $186K | 0.1% | -44.3% | 0.000% | |
7/25/2025 | Ellis Investment Partners LLC | 173,455 | $9.86M | 1.9% | -13.8% | 0.024% | |
7/25/2025 | Retirement Planning Group LLC NY | 172,465 | $9.81M | 8.6% | +18.5% | 0.024% | |
7/25/2025 | Alpha Financial Partners LLC | 20,273 | $1.15M | 0.8% | +29.9% | 0.003% | |
7/25/2025 | LRI Investments LLC | 23,077 | $1.31M | 0.1% | +7.3% | 0.003% | |
7/25/2025 | CWM LLC | 1,960,370 | $111.45M | 0.4% | +1.1% | 0.273% | |
7/25/2025 | Means Investment CO. Inc. | 50,284 | $2.86M | 0.3% | -10.3% | 0.007% | |
7/25/2025 | Sovereign Financial Group Inc. | 31,504 | $1.79M | 0.4% | +16.2% | 0.004% | |
7/25/2025 | Concurrent Investment Advisors LLC | 151,033 | $8.59M | 0.2% | +33.8% | 0.021% | |
7/25/2025 | Johnson Investment Counsel Inc. | 19,895 | $1.13M | 0.0% | -8.7% | 0.003% | |
7/25/2025 | GFS Advisors LLC | 46,630 | $2.65M | 0.4% | -1.6% | 0.006% | |
7/25/2025 | Apollon Financial LLC | 8,485 | $482K | 0.1% | +55.0% | 0.001% | |
7/25/2025 | Apollon Wealth Management LLC | 853,671 | $48.53M | 1.0% | -14.3% | 0.119% | |
7/25/2025 | Avion Wealth | 4,707 | $268K | 0.1% | +356.5% | 0.001% | |
7/24/2025 | Comprehensive Money Management Services LLC | 5,240 | $298K | 0.2% | N/A | 0.001% | |
7/24/2025 | West Bancorporation Inc. | 11,775 | $669K | 0.4% | -12.7% | 0.002% | |
7/24/2025 | KFA Private Wealth Group LLC | 10,814 | $615K | 0.2% | +52.0% | 0.002% | |
7/24/2025 | Williams & Novak LLC | 22,033 | $1.25M | 1.1% | +15.3% | 0.003% | |
7/24/2025 | Eastern Bank | 136,050 | $7.73M | 0.1% | +16.0% | 0.019% | |
7/24/2025 | Forefront Analytics LLC | 36,451 | $2.07M | 1.8% | N/A | 0.005% | |
7/24/2025 | JFS Wealth Advisors LLC | 2,505 | $142K | 0.0% | -35.3% | 0.000% | |
7/24/2025 | PDS Planning Inc | 30,243 | $1.72M | 0.1% | +1.8% | 0.004% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 61,100 | $3.47M | 0.1% | -3.2% | 0.009% | |
7/24/2025 | Aurora Private Wealth Inc. | 20,221 | $1.15M | 0.9% | -3.7% | 0.003% | |
7/24/2025 | Cascade Investment Group Inc. | 31,003 | $1.76M | 1.2% | +0.9% | 0.004% | |
7/24/2025 | Monument Capital Management | 15,347 | $872K | 0.2% | -5.9% | 0.002% | |
7/24/2025 | Nationwide Fund Advisors | 6,983,251 | $397.00M | 22.2% | N/A | 0.973% | |
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7/24/2025 | Vivid Wealth Management LLC | 102,365 | $5.82M | 2.6% | -3.6% | 0.014% | |
7/24/2025 | Riverchase Wealth Management LLC | 8,377 | $476K | 0.3% | +119.8% | 0.001% | |
7/24/2025 | Galvin Gaustad & Stein LLC | 37,424 | $2.13M | 0.2% | +17.2% | 0.005% | |
7/24/2025 | Etesian Wealth Advisors Inc. | 34,867 | $1.98M | 0.7% | +39.7% | 0.005% | |
7/24/2025 | Ulland Investment Advisors LLC | 93,734 | $5.33M | 4.1% | +20.4% | 0.013% | |
7/24/2025 | Coordinated Financial Services Inc. | 27,598 | $1.57M | 1.1% | N/A | 0.004% | |
7/24/2025 | Moseley Investment Management Inc. | 37,827 | $2.15M | 0.7% | +8.4% | 0.005% | |
7/24/2025 | Stonebridge Financial Group LLC | 118,426 | $6.73M | 0.7% | -30.6% | 0.017% | |
7/24/2025 | IFP Advisors Inc | 73,476 | $4.18M | 0.1% | +7.1% | 0.010% | |
7/24/2025 | Blair William & Co. IL | 212,699 | $12.09M | 0.0% | +26.5% | 0.030% | |
7/24/2025 | TFR Capital LLC. | 29,404 | $1.67M | 0.6% | +15.0% | 0.004% | |
7/24/2025 | Capital Advisors Ltd. LLC | 15,275 | $868K | 0.1% | +1.3% | 0.002% | |
7/24/2025 | Leo Wealth LLC | 13,470 | $766K | 0.1% | N/A | 0.002% | |
7/24/2025 | Lokken Investment Group LLC | 36,138 | $2.05M | 0.8% | +32.1% | 0.005% | |
7/24/2025 | US Bancorp DE | 27,328 | $1.55M | 0.0% | -1.2% | 0.004% | |
7/24/2025 | Columbia Advisory Partners LLC | 11,723 | $666K | 0.5% | +58.5% | 0.002% | |
7/23/2025 | Armstrong Fleming & Moore Inc | 10,916 | $621K | 0.3% | -77.0% | 0.002% | |
7/23/2025 | Columbus Macro LLC | 224,368 | $12.76M | 1.6% | +12.0% | 0.031% | |
7/23/2025 | Cornerstone Enterprises LLC | 498,682 | $28.35M | 15.3% | +11.7% | 0.069% | |
7/23/2025 | Vontobel Holding Ltd. | 5,531 | $314K | 0.0% | +5.1% | 0.001% | |
7/23/2025 | Horizon Advisory Services Inc. | 473,982 | $26.95M | 14.5% | +2.0% | 0.066% | |
7/23/2025 | Morey & Quinn Wealth Partners LLC | 3,685 | $209K | 0.2% | N/A | 0.001% | |
7/23/2025 | Clear Creek Financial Management LLC | 35,333 | $2.01M | 0.2% | -5.2% | 0.005% | |
7/23/2025 | Ignite Planners LLC | 60,910 | $3.47M | 0.5% | +1.4% | 0.008% | |
7/23/2025 | Fortis Advisors LLC | 9,646 | $548K | 0.4% | +2.6% | 0.001% | |
7/23/2025 | Castle Rock Wealth Management LLC | 12,866 | $734K | 0.2% | -9.9% | 0.002% | |
7/23/2025 | Valmark Advisers Inc. | 52,721 | $3.00M | 0.0% | +74.0% | 0.007% | |
7/23/2025 | Detalus Advisors LLC | 11,028 | $627K | 0.2% | -31.3% | 0.002% | |
7/23/2025 | Nelson Capital Management LLC | 30,357 | $1.73M | 0.2% | +0.8% | 0.004% | |
7/23/2025 | NBT Bank N A NY | 8,640 | $491K | 0.0% | +35.1% | 0.001% | |
7/23/2025 | Sax Wealth Advisors LLC | 51,162 | $2.91M | 0.2% | +19.0% | 0.007% | |
7/23/2025 | Venturi Wealth Management LLC | 5,743 | $327K | 0.0% | -75.7% | 0.001% | |
7/23/2025 | 1 North Wealth Services LLC | 263,547 | $14.98M | 6.0% | +2.0% | 0.037% | |
7/23/2025 | Penney Financial LLC | 86,324 | $4.91M | 2.5% | +1.4% | 0.012% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 125,158 | $7.12M | 0.6% | -3.4% | 0.017% | |
7/23/2025 | Joel Isaacson & Co. LLC | 26,231 | $1.49M | 0.1% | -21.7% | 0.004% | |
7/23/2025 | Laraway Financial Advisors Inc | 8,185 | $465K | 0.4% | +3.3% | 0.001% | |
7/23/2025 | Sachetta LLC | 41,704 | $2.37M | 0.9% | -6.9% | 0.006% | |
7/23/2025 | Tyche Wealth Partners LLC | 36,142 | $2.06M | 0.4% | +124.2% | 0.005% | |
7/23/2025 | Foresight Capital Management Advisors Inc. | 45,333 | $2.58M | 1.5% | N/A | 0.006% | |
7/23/2025 | Tcfg Wealth Management LLC | 21,094 | $1.20M | 0.5% | +198.2% | 0.003% | |
7/23/2025 | MADDEN SECURITIES Corp | 307,785 | $17.50M | 5.9% | +1.1% | 0.043% | |
7/23/2025 | Country Club Bank | 164,576 | $9.33M | 0.6% | -0.3% | 0.023% | |
7/23/2025 | Trueblood Wealth Management LLC | 22,209 | $1.26M | 0.5% | -1.4% | 0.003% | |
7/23/2025 | SteelPeak Wealth LLC | 41,813 | $2.38M | 0.1% | -1.6% | 0.006% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 231,368 | $13.15M | 0.2% | -75.3% | 0.032% | |
7/22/2025 | Capital Advisors Inc. OK | 1,044,641 | $59.39M | 1.1% | +1.8% | 0.145% | |
7/22/2025 | Belpointe Asset Management LLC | 164,838 | $9.37M | 0.4% | +2.6% | 0.023% | |
7/22/2025 | MAS Advisors LLC | 41,612 | $2.37M | 3.9% | -10.1% | 0.006% | |
7/22/2025 | Confluence Wealth Services Inc. | 1,854,052 | $105.40M | 5.8% | +4.9% | 0.257% | |
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7/22/2025 | Valley National Advisers Inc. | 1,319 | $74K | 0.0% | +61.1% | 0.000% | |
7/22/2025 | Appleton Partners Inc. MA | 260,440 | $14.81M | 1.0% | +0.2% | 0.036% | |
7/22/2025 | Autumn Glory Partners LLC | 19,286 | $1.10M | 0.5% | -11.3% | 0.003% | |
7/22/2025 | Chung Wu Investment Group LLC | 35,922 | $2.04M | 2.1% | +66.8% | 0.005% | |
7/22/2025 | Valeo Financial Advisors LLC | 4,959 | $282K | 0.0% | +22.4% | 0.001% | |
7/22/2025 | DAVENPORT & Co LLC | 390,727 | $22.21M | 0.1% | +15.7% | 0.054% | |
7/22/2025 | Global Assets Advisory LLC | 111,549 | $6.33M | 2.5% | -64.8% | 0.015% | |
7/22/2025 | JSF Financial LLC | 50,388 | $2.87M | 0.7% | +15.7% | 0.007% | |
7/22/2025 | Merit Financial Group LLC | 180,930 | $10.29M | 0.1% | -6.8% | 0.025% | |
7/22/2025 | Innovative Wealth Building LLC | 18,806 | $1.07M | 0.9% | +5.9% | 0.003% | |