9/12/2025 | Valeo Financial Advisors LLC | 95,875 | $54.14M | 1.2% | -0.8% | 0.008% | |
9/11/2025 | Silicon Valley Capital Partners | 2,260 | $1.28M | 0.1% | +3.3% | 0.000% | |
9/9/2025 | NWF Advisory Services Inc. | 71,657 | $40.70M | 4.9% | +4.8% | 0.006% | |
9/5/2025 | Prospera Capital Management LLC | 22,710 | $12.94M | 4.2% | +9.7% | 0.002% | |
9/4/2025 | Osaic Holdings Inc. | 1,258,713 | $705.98M | 1.3% | +25.8% | 0.105% | |
9/3/2025 | American Trust | 323,290 | $183.64M | 17.3% | +55,163.2% | 0.027% | |
9/3/2025 | Ballentine Capital Advisors Inc | 31,763 | $18.04M | 8.6% | -2.2% | 0.003% | |
9/2/2025 | FSC Wealth Advisors LLC | 151 | $86K | 0.1% | -17.5% | 0.000% | |
8/29/2025 | Evolution Wealth Management Inc. | 747 | $424K | 0.5% | N/A | 0.000% | |
8/29/2025 | Total Investment Management Inc. | 2,333 | $1.33M | 0.2% | +13.4% | 0.000% | |
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8/29/2025 | Centaurus Financial Inc. | 20,547 | $11.67M | 0.7% | +5.7% | 0.002% | |
8/28/2025 | Prospera Capital Management LLC | 22,731 | $12.95M | 3.1% | +9.7% | 0.002% | |
8/28/2025 | Lavaca Capital LLC | 3,207 | $1.82M | 0.7% | +3,206.2% | 0.000% | |
8/27/2025 | Cypress Capital Advisors LLC | 445 | $253K | 0.2% | +12.7% | 0.000% | |
8/27/2025 | Tribridge Partners Financial LLC | 31,893 | $18.12M | 10.6% | N/A | 0.003% | |
8/27/2025 | Orion Porfolio Solutions LLC | 148,023 | $84.08M | 0.7% | -3.8% | 0.012% | |
8/26/2025 | Thrivent Financial for Lutherans | 168,464 | $95.69M | 0.2% | -46.3% | 0.014% | |
8/25/2025 | Promus Capital LLC | 44,549 | $25.31M | 16.4% | -3.9% | 0.004% | |
8/25/2025 | Silverlake Wealth Management LLC | 2,378 | $1.35M | 0.4% | +36.7% | 0.000% | |
8/22/2025 | Carter Financial Group INC. | 1,625 | $923K | 0.6% | N/A | 0.000% | |
8/21/2025 | Pathway Financial Advisers LLC | 1,147 | $652K | 0.2% | +6.4% | 0.000% | |
8/21/2025 | Clarion Wealth Managment Partners LLC | 866 | $492K | 0.5% | N/A | 0.000% | |
8/20/2025 | Thompson Davis & CO. Inc. | 6,192 | $3.52M | 1.8% | +5.2% | 0.001% | |
8/20/2025 | Tull Financial Group Inc. | 1,410 | $801K | 0.4% | -29.2% | 0.000% | |
8/20/2025 | Forefront Wealth Partners LLC | 1,642 | $885K | 0.6% | -61.1% | 0.000% | |
8/20/2025 | Coppell Advisory Solutions LLC | 14,651 | $8.31M | 1.0% | +5.6% | 0.001% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 18,859 | $10.71M | 0.5% | N/A | 0.002% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 974 | $553K | 0.1% | +8.5% | 0.000% | |
8/19/2025 | Cape Investment Advisory Inc. | 1,272 | $723K | 0.3% | +26.9% | 0.000% | |
8/19/2025 | Marex Group plc | 4,962 | $2.82M | 0.0% | N/A | 0.000% | |
8/19/2025 | Advisory Services Network LLC | 50,594 | $29.40M | 0.5% | +20.1% | 0.004% | |
8/19/2025 | Cim LLC | 656 | $373K | 0.1% | -5.2% | 0.000% | |
8/19/2025 | Anchor Investment Management LLC | 9,844 | $5.59M | 0.5% | -4.3% | 0.001% | |
8/19/2025 | Asset Dedication LLC | 8,091 | $4.60M | 0.3% | +8.1% | 0.001% | |
8/19/2025 | Element Pointe Advisors LLC | 14,749 | $8.38M | 2.0% | -46.3% | 0.001% | |
8/19/2025 | Pitcairn Co. | 14,719 | $8.36M | 0.5% | -7.0% | 0.001% | |
8/18/2025 | Hudson Bay Capital Management LP | 180,267 | $102.40M | 0.3% | +756.4% | 0.015% | |
8/18/2025 | Finward Bancorp | 11,182 | $6.35M | 5.0% | +4.9% | 0.001% | |
8/18/2025 | Tactive Advisors LLC | 7,249 | $4.12M | 1.3% | N/A | 0.001% | |
8/18/2025 | N.E.W. Advisory Services LLC | 23,822 | $13.53M | 1.3% | -2.7% | 0.002% | |
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8/18/2025 | Geneos Wealth Management Inc. | 80,553 | $45.76M | 1.1% | +26.7% | 0.007% | |
8/18/2025 | Hollencrest Capital Management | 624,082 | $354.50M | 15.0% | +1.1% | 0.052% | |
8/18/2025 | V2 Financial group LLC | 2,386 | $1.36M | 0.8% | -2.7% | 0.000% | |
8/18/2025 | Westwood Holdings Group Inc. | 1,969 | $1.12M | 0.0% | -5.3% | 0.000% | |
8/18/2025 | Hershey Financial Advisers LLC | 2,168 | $1.23M | 1.1% | N/A | 0.000% | |
8/18/2025 | Kestra Investment Management LLC | 8,060 | $4.58M | 0.1% | +9.8% | 0.001% | |
8/18/2025 | Rexford Capital Inc. | 5,861 | $3.33M | 2.8% | N/A | 0.000% | |
8/18/2025 | Pacific Center for Financial Services | 2,912 | $1.65M | 0.4% | +4.4% | 0.000% | |
8/18/2025 | Front Row Advisors LLC | 50 | $28K | 0.0% | +900.0% | 0.000% | |
8/18/2025 | Goodman Advisory Group LLC | 150 | $85K | 0.0% | N/A | 0.000% | |
8/16/2025 | Parr Mcknight Wealth Management Group LLC | 2,348 | $1.33M | 0.2% | +10.7% | 0.000% | |
8/16/2025 | Teachers Insurance & Annuity Association of America | 1,039 | $590K | 0.7% | -12.2% | 0.000% | |
8/16/2025 | Evergreen Capital Management LLC | 35,038 | $19.96M | 0.6% | +16.8% | 0.003% | |
8/16/2025 | Headlands Technologies LLC | 6,230 | $3.54M | 0.4% | +5.7% | 0.001% | |
8/15/2025 | Strategic Investment Advisors MI | 185,858 | $105.77M | 10.3% | +15.7% | 0.015% | |
8/15/2025 | CANADA LIFE ASSURANCE Co | 84,615 | $48.22M | 0.1% | +16.1% | 0.007% | |
8/15/2025 | Tower Research Capital LLC TRC | 41,477 | $23.56M | 0.6% | +17.2% | 0.003% | |
8/15/2025 | Front Street Capital Management Inc. | 6,959 | $3.95M | 0.8% | -91.1% | 0.001% | |
8/15/2025 | First Heartland Consultants Inc. | 21,855 | $12.42M | 1.1% | +136.3% | 0.002% | |
8/15/2025 | Howland Capital Management LLC | 70,601 | $40.23M | 1.6% | +20.4% | 0.006% | |
8/15/2025 | Brooks Moore & Associates Inc. | 12,257 | $7.12M | 3.8% | +7.6% | 0.001% | |
8/15/2025 | Synergy Financial Group LTD | 6,167 | $3.50M | 2.6% | +0.9% | 0.001% | |
8/15/2025 | American Family Investments Inc. | 148,696 | $84.46M | 4.6% | +23.6% | 0.012% | |
8/15/2025 | TLT Family Holdco ULC | 315,500 | $179.21M | 14.2% | N/A | 0.026% | |
8/15/2025 | Orcam Financial Group | 2,555 | $1.45M | 1.3% | -10.1% | 0.000% | |
8/15/2025 | Asset Allocation Strategies LLC | 2,112 | $1.20M | 0.2% | +4.0% | 0.000% | |
8/15/2025 | FFT Wealth Management LLC | 985 | $573K | 0.1% | +45.3% | 0.000% | |
8/15/2025 | LGL Partners LLC | 2,572 | $1.50M | 0.7% | +42.3% | 0.000% | |
8/15/2025 | Blue Edge Capital LLC | 9,374 | $5.33M | 0.8% | +1.1% | 0.001% | |
8/15/2025 | Urban Financial Advisory Corp | 1,147 | $652K | 0.3% | +48.0% | 0.000% | |
8/15/2025 | Resources Management Corp CT ADV | 1,915 | $1.09M | 0.1% | +3.3% | 0.000% | |
8/15/2025 | Semmax Financial Advisors Inc. | 15,873 | $9.30M | 2.4% | +1.0% | 0.001% | |
8/15/2025 | Fairfield Bush & CO. | 500 | $284K | 0.2% | N/A | 0.000% | |
8/15/2025 | Rakuten Securities Inc. | 2,320 | $1.32M | 0.5% | -27.6% | 0.000% | |
8/15/2025 | Corient Private Wealth LLC | 4,557,746 | $2.59B | 3.3% | +90.8% | 0.379% | |
8/15/2025 | WealthCollab LLC | 3,698 | $2.10M | 1.2% | -5.1% | 0.000% | |
8/15/2025 | Equitable Holdings Inc. | 265,574 | $150.85M | 1.2% | +6.8% | 0.022% | |
8/15/2025 | Florida Financial Advisors LLC | 30,756 | $17.47M | 5.7% | +6.2% | 0.003% | |
8/15/2025 | Northeast Financial Consultants Inc | 478,910 | $272.04M | 11.1% | +3.7% | 0.040% | |
8/15/2025 | Chapman Financial Group LLC | 2,393 | $1.36M | 1.2% | N/A | 0.000% | |
8/15/2025 | E Fund Management Co. Ltd. | 935 | $531K | 0.0% | -33.1% | 0.000% | |
8/15/2025 | FSB Premier Wealth Management Inc. | 26,839 | $15.25M | 5.4% | -2.7% | 0.002% | |
8/15/2025 | Captrust Financial Advisors | 1,176,167 | $668.10M | 1.5% | +10.2% | 0.098% | |
8/15/2025 | Blue Chip Partners LLC | 2,167 | $1.23M | 0.1% | N/A | 0.000% | |
8/15/2025 | Keel Point LLC | 406,720 | $231.03M | 15.3% | +1.5% | 0.034% | |
8/15/2025 | Alaethes Wealth LLC | 3,826 | $2.18M | 0.7% | +5.6% | 0.000% | |
8/15/2025 | Zuckerman Investment Group LLC | 27,821 | $15.80M | 1.5% | +9.3% | 0.002% | |
8/15/2025 | United Services Automobile Association | 199,703 | $113.44M | 11.8% | -34.0% | 0.017% | |
8/15/2025 | WFA of San Diego LLC | 904 | $513K | 0.4% | N/A | 0.000% | |
8/15/2025 | Lantern Wealth Advisors LLC | 499 | $283K | 0.2% | N/A | 0.000% | |
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8/15/2025 | Vident Advisory LLC | 50,667 | $28.78M | 0.3% | -20.3% | 0.004% | |
8/15/2025 | Visionary Wealth Advisors | 26,410 | $15.00M | 0.8% | +11.1% | 0.002% | |
8/15/2025 | Two Sigma Securities LLC | 552 | $314K | 0.0% | -92.8% | 0.000% | |
8/15/2025 | Scott Marsh Financial LLC | 5,352 | $3.04M | 1.1% | N/A | 0.000% | |
8/15/2025 | Tidal Investments LLC | 14,595 | $8.29M | 0.0% | +6.6% | 0.001% | |
8/15/2025 | Tolleson Wealth Management Inc. | 5,592 | $3.19M | 0.5% | +132.3% | 0.000% | |
8/15/2025 | Smartleaf Asset Management LLC | 25,233 | $14.31M | 1.3% | +43.2% | 0.002% | |
8/15/2025 | Snowden Capital Advisors LLC | 22,004 | $12.54M | 0.4% | -2.1% | 0.002% | |
8/15/2025 | Sompo Asset Management Co. Ltd. | 84,367 | $47.92M | 8.3% | +1.4% | 0.007% | |
8/15/2025 | Redwood Investment Management LLC | 118,957 | $67.57M | 7.0% | +4.7% | 0.010% | |