7/25/2025 | Atria Wealth Solutions Inc. | 88,111 | $2.90M | 0.1% | -74.1% | 0.017% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 15,491 | $508K | 0.0% | -48.6% | 0.003% | |
7/25/2025 | RoundAngle Advisors LLC | 90,421 | $2.97M | 2.5% | -0.4% | 0.017% | |
7/25/2025 | Concord Wealth Partners | 3,356 | $110K | 0.0% | +33.4% | 0.001% | |
7/25/2025 | Total Clarity Wealth Management Inc. | 12,463 | $409K | 0.1% | +33.0% | 0.002% | |
7/25/2025 | MGO One Seven LLC | 101,507 | $3.33M | 0.1% | +97.9% | 0.020% | |
7/25/2025 | Welch Group LLC | 26,043 | $854K | 0.0% | +20.8% | 0.005% | |
7/25/2025 | Cypress Capital Group | 201,700 | $6.62M | 0.8% | +82.9% | 0.039% | |
7/25/2025 | Hazlett Burt & Watson Inc. | 5,065 | $167K | 0.1% | -8.0% | 0.001% | |
7/25/2025 | Alpha Financial Partners LLC | 7,870 | $258K | 0.2% | -18.2% | 0.002% | |
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7/25/2025 | CWM LLC | 182,038 | $5.97M | 0.0% | +1.4% | 0.035% | |
7/25/2025 | Sovereign Financial Group Inc. | 17,018 | $558K | 0.1% | +7.0% | 0.003% | |
7/25/2025 | Concurrent Investment Advisors LLC | 69,384 | $2.28M | 0.0% | +52.5% | 0.013% | |
7/25/2025 | Apollon Wealth Management LLC | 44,163 | $1.45M | 0.0% | +1.1% | 0.008% | |
7/25/2025 | Ball & Co Wealth Management Inc. | 3,876 | $127K | 0.1% | N/A | 0.001% | |
7/25/2025 | Fifth Third Wealth Advisors LLC | 16,597 | $545K | 0.0% | +55.2% | 0.003% | |
7/24/2025 | Trust Co. of Toledo NA OH | 1,172 | $38K | 0.0% | N/A | 0.000% | |
7/24/2025 | JNBA Financial Advisors | 10,775 | $354K | 0.0% | -5.9% | 0.002% | |
7/24/2025 | Williams & Novak LLC | 70,249 | $2.31M | 2.0% | -2.0% | 0.014% | |
7/24/2025 | Strengthening Families & Communities LLC | 4,762 | $148K | 0.1% | +1,163.1% | 0.001% | |
7/24/2025 | Blue Trust Inc. | 59,099 | $1.94M | 0.0% | -0.5% | 0.011% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 23,112 | $758K | 0.0% | +14.7% | 0.004% | |
7/24/2025 | WMG Financial Advisors LLC | 11,253 | $369K | 0.1% | +7.7% | 0.002% | |
7/24/2025 | Coordinated Financial Services Inc. | 8,500 | $279K | 0.2% | N/A | 0.002% | |
7/24/2025 | Blair William & Co. IL | 26,748 | $878K | 0.0% | -78.0% | 0.005% | |
7/24/2025 | Mainstay Capital Management LLC ADV | 172,801 | $5.67M | 0.3% | +1,824.7% | 0.033% | |
7/24/2025 | Leo Wealth LLC | 6,862 | $225K | 0.0% | N/A | 0.001% | |
7/24/2025 | US Bancorp DE | 160,926 | $5.28M | 0.0% | -14.3% | 0.031% | |
7/23/2025 | Columbus Macro LLC | 27,931 | $916K | 0.1% | -1.4% | 0.005% | |
7/23/2025 | Vontobel Holding Ltd. | 103,238 | $3.39M | 0.0% | -2.9% | 0.020% | |
7/23/2025 | Eagle Strategies LLC | 10,721 | $352K | 0.1% | -92.9% | 0.002% | |
7/23/2025 | Clear Creek Financial Management LLC | 34,526 | $1.13M | 0.1% | N/A | 0.007% | |
7/23/2025 | Ignite Planners LLC | 15,782 | $546K | 0.1% | +2.7% | 0.003% | |
7/23/2025 | Morton Capital Management LLC CA | 11,306 | $371K | 0.1% | N/A | 0.002% | |
7/23/2025 | Valmark Advisers Inc. | 10,434 | $342K | 0.0% | N/A | 0.002% | |
7/23/2025 | WESPAC Advisors LLC | 30,643 | $1.01M | 0.7% | +4.0% | 0.006% | |
7/23/2025 | Lansing Street Advisors | 24,247 | $796K | 0.2% | N/A | 0.005% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 33,832 | $1.11M | 0.1% | -73.4% | 0.006% | |
7/23/2025 | RMG Wealth Management LLC | 1,865 | $65K | 0.0% | N/A | 0.000% | |
7/23/2025 | Ameliora Wealth Management Ltd. | 14,633 | $480K | 0.2% | +63.1% | 0.003% | |
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7/23/2025 | Meitav Investment House Ltd. | 2,972,600 | $97.59M | 1.5% | +5.4% | 0.566% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 27,194 | $892K | 0.0% | -19.4% | 0.005% | |
7/22/2025 | Capital Advisors Inc. OK | 13,839 | $454K | 0.0% | N/A | 0.003% | |
7/22/2025 | Belpointe Asset Management LLC | 99,862 | $3.28M | 0.1% | +441.5% | 0.019% | |
7/22/2025 | Valeo Financial Advisors LLC | 21,917 | $719K | 0.0% | -7.2% | 0.004% | |
7/22/2025 | Global Assets Advisory LLC | 7,237 | $237K | 0.1% | -66.8% | 0.001% | |
7/22/2025 | Kercheville Advisors LLC | 51,200 | $1.68M | 0.6% | +281.0% | 0.010% | |
7/22/2025 | Simplicity Wealth LLC | 16,990 | $557K | 0.0% | N/A | 0.003% | |
7/22/2025 | OLD National Bancorp IN | 8,945 | $293K | 0.0% | +28.8% | 0.002% | |
7/22/2025 | Realta Investment Advisors | 15,061 | $494K | 0.2% | -12.3% | 0.003% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 108,507 | $3.56M | 0.1% | +28.1% | 0.021% | |
7/22/2025 | Berger Financial Group Inc | 11,709 | $384K | 0.0% | +30.7% | 0.002% | |
7/22/2025 | BridgePort Financial Solutions LLC | 7,522 | $247K | 0.1% | +13.1% | 0.001% | |
7/21/2025 | NTV Asset Management LLC | 187,113 | $6.14M | 0.7% | -2.3% | 0.036% | |
7/21/2025 | Ameriflex Group Inc. | 2,616 | $87K | 0.0% | -16.0% | 0.000% | |
7/21/2025 | Curran Financial Partners LLC | 16,973 | $557K | 0.1% | +6.3% | 0.003% | |
7/21/2025 | Ameritas Advisory Services LLC | 92,480 | $3.03M | 0.2% | -6.8% | 0.018% | |
7/21/2025 | Synergy Asset Management LLC | 18,397 | $604K | 0.1% | -31.8% | 0.004% | |
7/21/2025 | Hilltop National Bank | 3,750 | $123K | 0.0% | N/A | 0.001% | |
7/21/2025 | Matauro LLC | 23,017 | $755K | 0.1% | N/A | 0.004% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 110,300 | $3.62M | 0.0% | -5.8% | 0.021% | |
7/18/2025 | Parsons Capital Management Inc. RI | 28,371 | $931K | 0.1% | +3.1% | 0.005% | |
7/18/2025 | B.O.S.S. Retirement Advisors LLC | 7,436 | $244K | 0.1% | -3.9% | 0.001% | |
7/18/2025 | Centricity Wealth Management LLC | 976 | $32K | 0.0% | -44.3% | 0.000% | |
7/18/2025 | Trilogy Capital Inc. | 7,435 | $244K | 0.0% | N/A | 0.001% | |
7/18/2025 | Trust Co. of Vermont | 14,546 | $477K | 0.0% | -12.4% | 0.003% | |
7/18/2025 | PFG Investments LLC | 36,761 | $1.21M | 0.1% | -2.9% | 0.007% | |
7/18/2025 | Consolidated Portfolio Review Corp | 135,172 | $4.44M | 0.6% | +15.3% | 0.026% | |
7/18/2025 | O ROURKE & COMPANY Inc | 17,856 | $586K | 0.3% | +2.9% | 0.003% | |
7/18/2025 | Truist Financial Corp | 422,307 | $13.86M | 0.0% | +15.2% | 0.081% | |
7/18/2025 | Union Bancaire Privee UBP SA | 28,624 | $934K | 0.0% | -33.5% | 0.005% | |
7/17/2025 | Capital Investment Advisors LLC | 19,322 | $634K | 0.0% | -13.6% | 0.004% | |
7/17/2025 | Centennial Wealth Advisory LLC | 52,034 | $1.71M | 0.5% | -3.3% | 0.010% | |
7/17/2025 | Oak Family Advisors LLC | 6,150 | $202K | 0.1% | N/A | 0.001% | |
7/17/2025 | HB Wealth Management LLC | 69,008 | $2.26M | 0.0% | -12.9% | 0.013% | |
7/17/2025 | Janney Montgomery Scott LLC | 357,685 | $11.74M | 0.0% | -51.1% | 0.069% | |
7/17/2025 | Oakworth Capital Inc. | 13,450 | $441K | 0.0% | N/A | 0.003% | |
7/17/2025 | Fifth Third Securities Inc. | 165,652 | $5.44M | 0.4% | +25.1% | 0.032% | |
7/17/2025 | Moss Adams Wealth Advisors LLC | 154,482 | $5.07M | 0.5% | N/A | 0.030% | |
7/17/2025 | Sound Income Strategies LLC | 1,394 | $46K | 0.0% | -65.5% | 0.000% | |
7/17/2025 | City Holding Co. | 13,035 | $428K | 0.1% | -7.7% | 0.002% | |
7/17/2025 | Avior Wealth Management LLC | 54,167 | $1.78M | 0.1% | -7.8% | 0.010% | |
7/17/2025 | Ariose Capital Management Ltd | 302,937 | $9.94M | 6.3% | N/A | 0.058% | |
7/17/2025 | LVW Advisors LLC | 7,537 | $247K | 0.0% | N/A | 0.001% | |
7/16/2025 | Independent Wealth Network Inc. | 103,160 | $3.39M | 1.2% | +9.8% | 0.020% | |
7/16/2025 | Twelve Points Wealth Management LLC | 204,249 | $6.70M | 1.8% | N/A | 0.039% | |
7/16/2025 | Signaturefd LLC | 24,283 | $797K | 0.0% | +50.9% | 0.005% | |
7/16/2025 | ORG Partners LLC | 810 | $27K | 0.0% | -66.0% | 0.000% | |
7/16/2025 | Gradient Capital Advisors LLC | 21,265 | $698K | 0.2% | +50.1% | 0.004% | |
7/16/2025 | Highline Wealth Partners LLC | 800 | $26K | 0.0% | N/A | 0.000% | |
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7/16/2025 | Augustine Asset Management Inc. | 202,735 | $6.65M | 1.8% | +1.9% | 0.039% | |
7/16/2025 | Swisher Financial Concepts Inc. | 16,965 | $557K | 0.4% | -2.0% | 0.003% | |
7/16/2025 | Beaumont Financial Advisors LLC | 29,972 | $983K | 0.1% | -2.2% | 0.006% | |
7/16/2025 | Strategic Investment Solutions Inc. IL | 52,215 | $1.71M | 0.5% | +66.6% | 0.010% | |
7/16/2025 | MBE Wealth Management LLC | 8,993 | $295K | 0.1% | -4.1% | 0.002% | |
7/16/2025 | Cadent Capital Advisors LLC | 71,784 | $2.36M | 0.8% | -21.5% | 0.014% | |
7/16/2025 | Perigon Wealth Management LLC | 30,357 | $996K | 0.0% | N/A | 0.006% | |
7/16/2025 | Maridea Wealth Management LLC | 13,010 | $427K | 0.1% | +4.6% | 0.002% | |
7/15/2025 | Avaii Wealth Management LLC | 6,423 | $211K | 0.1% | N/A | 0.001% | |
7/15/2025 | Well Done LLC | 28,860 | $947K | 0.2% | +272.6% | 0.006% | |