9/3/2025 | Q3 Asset Management | 8,453 | $5.22M | 1.8% | +10.5% | 0.001% | |
9/3/2025 | American Trust | 12,568 | $7.77M | 0.7% | +270.1% | 0.001% | |
8/29/2025 | Evolution Wealth Management Inc. | 1,408 | $870K | 1.1% | N/A | 0.000% | |
8/29/2025 | Total Investment Management Inc. | 140,070 | $86.54M | 12.5% | -0.4% | 0.014% | |
8/29/2025 | Centaurus Financial Inc. | 57,831 | $35.73M | 2.1% | -4.8% | 0.006% | |
8/28/2025 | Stark Wealth Management LLC | 21,780 | $13.46M | 18.6% | N/A | 0.002% | |
8/28/2025 | Midwestern Financial LLC IA | 12,849 | $7.94M | 7.4% | N/A | 0.001% | |
8/28/2025 | China Universal Asset Management Co. Ltd. | 295 | $183K | 0.0% | -30.8% | 0.000% | |
8/27/2025 | Cypress Capital Advisors LLC | 15,290 | $9.45M | 5.9% | -2.7% | 0.001% | |
8/27/2025 | Barnes Wealth Management Group Inc | 4,427 | $2.74M | 1.6% | +1.4% | 0.000% | |
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8/27/2025 | Orion Porfolio Solutions LLC | 116,307 | $71.86M | 0.6% | -9.8% | 0.011% | |
8/26/2025 | Thrivent Financial for Lutherans | 594,453 | $367.28M | 0.8% | +22.1% | 0.057% | |
8/26/2025 | Claris Financial LLC | 3,671 | $2.27M | 1.7% | +22.1% | 0.000% | |
8/26/2025 | Nautilus Advisors LLC | 9,815 | $6.06M | 4.4% | +1.0% | 0.001% | |
8/25/2025 | Promus Capital LLC | 3,182 | $1.97M | 1.3% | +10.4% | 0.000% | |
8/25/2025 | Hilltop Partners LLC | 1,333 | $824K | 0.2% | +10.9% | 0.000% | |
8/25/2025 | Fulcrum Equity Management | 11,177 | $6.91M | 7.1% | +113.5% | 0.001% | |
8/25/2025 | BLVD Private Wealth LLC | 3,819 | $2.36M | 2.2% | N/A | 0.000% | |
8/22/2025 | Carter Financial Group INC. | 2,005 | $1.24M | 0.8% | N/A | 0.000% | |
8/22/2025 | TT Capital Management LLC | 11,173 | $6.46M | 2.1% | N/A | 0.001% | |
8/21/2025 | Pathway Financial Advisers LLC | 3,190 | $1.97M | 0.6% | +18.7% | 0.000% | |
8/21/2025 | Clarion Wealth Managment Partners LLC | 1,763 | $1.09M | 1.2% | N/A | 0.000% | |
8/20/2025 | Thompson Davis & CO. Inc. | 518 | $320K | 0.2% | -3.9% | 0.000% | |
8/20/2025 | Tull Financial Group Inc. | 39,097 | $24.16M | 11.0% | -0.2% | 0.004% | |
8/20/2025 | Monarch Capital Management Inc. | 1,252 | $775K | 0.2% | -2.0% | 0.000% | |
8/20/2025 | North Dallas Bank & Trust Co. | 1,564 | $966K | 0.7% | N/A | 0.000% | |
8/20/2025 | Coppell Advisory Solutions LLC | 21,297 | $13.10M | 1.6% | +39.8% | 0.002% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 40,333 | $24.92M | 1.2% | N/A | 0.004% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 4,488 | $2.77M | 0.4% | +7.3% | 0.000% | |
8/19/2025 | Cape Investment Advisory Inc. | 6,610 | $4.08M | 1.5% | +11.7% | 0.001% | |
8/19/2025 | Advisory Services Network LLC | 170,140 | $107.54M | 1.7% | +20.5% | 0.016% | |
8/19/2025 | Anchor Investment Management LLC | 8,044 | $4.97M | 0.4% | -0.5% | 0.001% | |
8/19/2025 | State of Wyoming | 270,275 | $166.99M | 20.4% | -5.4% | 0.026% | |
8/19/2025 | Delos Wealth Advisors LLC | 181 | $112K | 0.1% | N/A | 0.000% | |
8/19/2025 | Asset Dedication LLC | 11,203 | $6.92M | 0.5% | +8.3% | 0.001% | |
8/19/2025 | Element Pointe Advisors LLC | 72,205 | $44.61M | 10.8% | -0.1% | 0.007% | |
8/19/2025 | Pitcairn Co. | 64,057 | $39.58M | 2.6% | +3.9% | 0.006% | |
8/18/2025 | Brick & Kyle Associates | 653 | $421K | 0.2% | N/A | 0.000% | |
8/18/2025 | Old North State Trust LLC | 16,073 | $9.93M | 6.8% | -1.2% | 0.002% | |
8/18/2025 | Tyler Stone Wealth Management | 13,786 | $8.52M | 1.4% | -8.0% | 0.001% | |
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8/18/2025 | Tactive Advisors LLC | 13,892 | $8.58M | 2.8% | N/A | 0.001% | |
8/18/2025 | N.E.W. Advisory Services LLC | 2,264 | $1.40M | 0.1% | -7.1% | 0.000% | |
8/18/2025 | Geneos Wealth Management Inc. | 135,236 | $83.56M | 2.0% | +3.7% | 0.013% | |
8/18/2025 | Hollencrest Capital Management | 271,141 | $167.53M | 7.1% | +15.3% | 0.026% | |
8/18/2025 | V2 Financial group LLC | 139,556 | $86.23M | 52.0% | +6.9% | 0.013% | |
8/18/2025 | Westwood Holdings Group Inc. | 56,887 | $35.15M | 0.3% | +185.2% | 0.005% | |
8/18/2025 | Kestra Investment Management LLC | 604 | $373K | 0.0% | +19.8% | 0.000% | |
8/18/2025 | Wellington Capital Management Inc. | 1,037 | $641K | 0.9% | N/A | 0.000% | |
8/18/2025 | CYBER HORNET ETFs LLC | 692 | $428K | 0.3% | N/A | 0.000% | |
8/18/2025 | Second Line Capital LLC | 32,269 | $20.00M | 4.6% | -1.2% | 0.003% | |
8/18/2025 | Pacific Center for Financial Services | 4,776 | $2.95M | 0.8% | -1.5% | 0.000% | |
8/18/2025 | Front Row Advisors LLC | 2,614 | $1.62M | 0.6% | -4.8% | 0.000% | |
8/18/2025 | Goodman Advisory Group LLC | 233 | $144K | 0.0% | +11.0% | 0.000% | |
8/16/2025 | Parr Mcknight Wealth Management Group LLC | 1,702 | $1.05M | 0.1% | -8.0% | 0.000% | |
8/16/2025 | Teachers Insurance & Annuity Association of America | 168 | $104K | 0.1% | -47.7% | 0.000% | |
8/16/2025 | Public Sector Pension Investment Board | 78,198 | $48.32M | 0.2% | -44.5% | 0.008% | |
8/16/2025 | Evergreen Capital Management LLC | 32,056 | $19.86M | 0.6% | +5.4% | 0.003% | |
8/15/2025 | JCP Investment Management LLC | 32,512 | $20.09M | 11.6% | +6.0% | 0.003% | |
8/15/2025 | High Falls Advisors Inc | 5,836 | $3.61M | 0.8% | +1.5% | 0.001% | |
8/15/2025 | CANADA LIFE ASSURANCE Co | 579,537 | $358.95M | 0.6% | +2.9% | 0.056% | |
8/15/2025 | Nikulski Financial Inc. | 7,032 | $4.35M | 1.2% | -1.4% | 0.001% | |
8/15/2025 | Tower Research Capital LLC TRC | 242,860 | $150.05M | 4.0% | +1,116.1% | 0.023% | |
8/15/2025 | First Heartland Consultants Inc. | 41,581 | $25.69M | 2.3% | -19.7% | 0.004% | |
8/15/2025 | Howland Capital Management LLC | 52,812 | $32.72M | 1.3% | -1.0% | 0.005% | |
8/15/2025 | Sugar Maple Asset Management LLC | 2,703 | $1.67M | 1.3% | +313.9% | 0.000% | |
8/15/2025 | North Ridge Wealth Advisors Inc. | 180 | $111K | 0.1% | -53.7% | 0.000% | |
8/15/2025 | Asset Allocation Strategies LLC | 2,726 | $1.68M | 0.3% | -7.0% | 0.000% | |
8/15/2025 | FFT Wealth Management LLC | 48,112 | $30.42M | 6.0% | -11.5% | 0.005% | |
8/15/2025 | LGL Partners LLC | 98,901 | $62.53M | 27.8% | +0.2% | 0.010% | |
8/15/2025 | Blue Edge Capital LLC | 37,131 | $22.94M | 3.4% | +0.6% | 0.004% | |
8/15/2025 | Urban Financial Advisory Corp | 141,595 | $87.48M | 44.0% | -0.2% | 0.014% | |
8/15/2025 | Semmax Financial Advisors Inc. | 978 | $623K | 0.2% | N/A | 0.000% | |
8/15/2025 | Rakuten Securities Inc. | 810 | $500K | 0.2% | -21.9% | 0.000% | |
8/15/2025 | Puff Wealth Management LLC | 363 | $224K | 0.1% | N/A | 0.000% | |
8/15/2025 | Equitable Holdings Inc. | 267,288 | $165.14M | 1.4% | +8.1% | 0.026% | |
8/15/2025 | Ewing Morris & Co. Investment Partners Ltd. | 2,339 | $1.45M | 0.6% | +36.5% | 0.000% | |
8/15/2025 | Morse Asset Management Inc | 6,585 | $4.07M | 0.9% | +731.4% | 0.001% | |
8/15/2025 | Florida Financial Advisors LLC | 12,597 | $7.78M | 2.6% | +4.4% | 0.001% | |
8/15/2025 | ROSS JOHNSON & Associates LLC | 432 | $267K | 5.5% | -3.8% | 0.000% | |
8/15/2025 | Northeast Financial Consultants Inc | 164,807 | $101.83M | 4.2% | -1.4% | 0.016% | |
8/15/2025 | Hayek Kallen Investment Management | 1,183 | $731K | 0.2% | +70.2% | 0.000% | |
8/15/2025 | Kensington Investment Counsel LLC | 997 | $616K | 0.3% | +26.5% | 0.000% | |
8/15/2025 | Chapman Financial Group LLC | 52 | $32K | 0.0% | N/A | 0.000% | |
8/15/2025 | FSB Premier Wealth Management Inc. | 1,580 | $976K | 0.3% | -3.4% | 0.000% | |
8/15/2025 | E Fund Management Co. Ltd. | 16,209 | $10.02M | 0.5% | -4.2% | 0.002% | |
8/15/2025 | Stonebridge Capital Advisors LLC | 1,701 | $1.05M | 0.1% | -27.4% | 0.000% | |
8/15/2025 | Captrust Financial Advisors | 766,197 | $473.40M | 1.1% | -28.4% | 0.074% | |
8/15/2025 | Blue Chip Partners LLC | 4,184 | $2.59M | 0.2% | +15.1% | 0.000% | |
8/15/2025 | Alaethes Wealth LLC | 3,451 | $2.14M | 0.6% | +16.9% | 0.000% | |
8/15/2025 | Prevail Innovative Wealth Advisors LLC | 9,985 | $6.17M | 1.4% | -9.9% | 0.001% | |
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8/15/2025 | AlpenGlobal Capital LLC | 3,895 | $2.41M | 1.4% | +0.7% | 0.000% | |
8/15/2025 | Silicon Valley Community Foundation | 2,777,873 | $1.72B | 97.0% | -7.9% | 0.268% | |
8/15/2025 | Zuckerman Investment Group LLC | 1,483 | $916K | 0.1% | +2.3% | 0.000% | |
8/15/2025 | Manhattan West Asset Management LLC | 3,909 | $2.42M | 0.6% | -3.0% | 0.000% | |
8/15/2025 | Cooksen Wealth LLC | 4,409 | $2.72M | 2.2% | -0.8% | 0.000% | |
8/15/2025 | WFA of San Diego LLC | 81 | $50K | 0.0% | N/A | 0.000% | |
8/15/2025 | Lantern Wealth Advisors LLC | 3,807 | $2.35M | 1.3% | N/A | 0.000% | |
8/15/2025 | Vident Advisory LLC | 22,752 | $14.06M | 0.2% | +9.9% | 0.002% | |
8/15/2025 | Visionary Wealth Advisors | 6,991 | $4.32M | 0.2% | -16.1% | 0.001% | |
8/15/2025 | Two Sigma Securities LLC | 13,232 | $8.18M | 1.0% | +121.0% | 0.001% | |