9/12/2025 | Valeo Financial Advisors LLC | 38,083 | $11.58M | 0.2% | +8.8% | 0.002% | |
9/11/2025 | Milestones Private Investment Advisors LLC | 2,544 | $773K | 0.6% | N/A | 0.000% | |
9/9/2025 | Cambridge Financial Group LLC | 1,465 | $445K | 0.2% | -47.2% | 0.000% | |
9/9/2025 | NWF Advisory Services Inc. | 31,014 | $9.43M | 1.1% | +17.7% | 0.002% | |
9/5/2025 | Prospera Capital Management LLC | 233,128 | $71.07M | 23.0% | +4.1% | 0.014% | |
9/4/2025 | Reynders McVeigh Capital Management LLC | 2,958 | $899K | 0.0% | -1.3% | 0.000% | |
9/4/2025 | Osaic Holdings Inc. | 1,483,452 | $450.90M | 0.8% | -10.5% | 0.090% | |
9/3/2025 | American Trust | 15,646 | $4.76M | 0.4% | +84.8% | 0.001% | |
8/29/2025 | Evolution Wealth Management Inc. | 95 | $29K | 0.0% | N/A | 0.000% | |
8/29/2025 | Centaurus Financial Inc. | 6,338 | $1.93M | 0.1% | +7.0% | 0.000% | |
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8/28/2025 | Prospera Capital Management LLC | 257,014 | $78.35M | 18.9% | +14.5% | 0.016% | |
8/28/2025 | Midwestern Financial LLC IA | 15,349 | $4.67M | 4.4% | N/A | 0.001% | |
8/27/2025 | Cypress Capital Advisors LLC | 74,635 | $22.68M | 14.2% | +13.4% | 0.005% | |
8/27/2025 | Tribridge Partners Financial LLC | 1,159 | $352K | 0.2% | N/A | 0.000% | |
8/27/2025 | Orion Porfolio Solutions LLC | 493,495 | $149.99M | 1.3% | -6.1% | 0.030% | |
8/26/2025 | Provident Investment Management Inc. | 910 | $277K | 0.0% | -3.8% | 0.000% | |
8/26/2025 | Thrivent Financial for Lutherans | 50,610 | $15.38M | 0.0% | +36.4% | 0.003% | |
8/25/2025 | Promus Capital LLC | 369 | $112K | 0.1% | +146.0% | 0.000% | |
8/25/2025 | Silverlake Wealth Management LLC | 8,396 | $2.55M | 0.7% | +16.4% | 0.001% | |
8/25/2025 | Hilltop Partners LLC | 2,006 | $610K | 0.2% | N/A | 0.000% | |
8/21/2025 | Clarion Wealth Managment Partners LLC | 1,863 | $566K | 0.6% | N/A | 0.000% | |
8/20/2025 | Tull Financial Group Inc. | 979 | $297K | 0.1% | +3.6% | 0.000% | |
8/20/2025 | Forefront Wealth Partners LLC | 3,305 | $958K | 0.6% | -17.0% | 0.000% | |
8/20/2025 | Coppell Advisory Solutions LLC | 2,242 | $680K | 0.1% | +15.4% | 0.000% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 25,287 | $7.69M | 0.4% | N/A | 0.002% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 727 | $221K | 0.0% | +14.7% | 0.000% | |
8/19/2025 | Cape Investment Advisory Inc. | 3,752 | $1.14M | 0.4% | +26.8% | 0.000% | |
8/19/2025 | Advisory Services Network LLC | 124,123 | $38.59M | 0.6% | +49.2% | 0.008% | |
8/19/2025 | Anchor Investment Management LLC | 10,623 | $3.23M | 0.3% | -6.4% | 0.001% | |
8/19/2025 | Asset Dedication LLC | 30,990 | $9.42M | 0.7% | +9.0% | 0.002% | |
8/19/2025 | Hohimer Wealth Management LLC | 12,317 | $3.74M | 0.7% | +5.9% | 0.001% | |
8/19/2025 | Pitcairn Co. | 24,651 | $7.49M | 0.5% | -4.1% | 0.002% | |
8/18/2025 | Finward Bancorp | 702 | $213K | 0.2% | N/A | 0.000% | |
8/18/2025 | Old North State Trust LLC | 1,022 | $311K | 0.2% | -92.0% | 0.000% | |
8/18/2025 | Tyler Stone Wealth Management | 22,285 | $6.77M | 1.1% | -3.4% | 0.001% | |
8/18/2025 | Tactive Advisors LLC | 1,590 | $483K | 0.2% | N/A | 0.000% | |
8/18/2025 | N.E.W. Advisory Services LLC | 650,245 | $197.63M | 19.2% | -13.8% | 0.040% | |
8/18/2025 | Geneos Wealth Management Inc. | 69,955 | $21.26M | 0.5% | +1.9% | 0.004% | |
8/18/2025 | Hollencrest Capital Management | 73,366 | $22.30M | 0.9% | +0.3% | 0.004% | |
8/18/2025 | Westwood Holdings Group Inc. | 753 | $229K | 0.0% | N/A | 0.000% | |
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8/18/2025 | SPG Advisors LLC | 1,117 | $339K | 4.1% | N/A | 0.000% | |
8/18/2025 | Kestra Investment Management LLC | 14,985 | $4.55M | 0.1% | +20.1% | 0.001% | |
8/18/2025 | Ashford Capital Management Inc. | 93,592 | $28.45M | 3.3% | +4.4% | 0.006% | |
8/18/2025 | Johns Hopkins University | 1,093 | $332K | 0.0% | -21.8% | 0.000% | |
8/18/2025 | Cornerstone Financial Group LLC NE | 8,845 | $2.69M | 2.3% | +7.4% | 0.001% | |
8/18/2025 | Wellington Capital Management Inc. | 7,346 | $2.23M | 3.1% | N/A | 0.000% | |
8/18/2025 | Rexford Capital Inc. | 3,437 | $1.05M | 0.9% | N/A | 0.000% | |
8/18/2025 | Pacific Center for Financial Services | 139,683 | $42.45M | 11.5% | -0.3% | 0.009% | |
8/16/2025 | Evergreen Capital Management LLC | 18,385 | $5.60M | 0.2% | +1.3% | 0.001% | |
8/16/2025 | Headlands Technologies LLC | 2,723 | $828K | 0.1% | -82.6% | 0.000% | |
8/15/2025 | Nikulski Financial Inc. | 12,618 | $3.84M | 1.0% | -3.0% | 0.001% | |
8/15/2025 | Tower Research Capital LLC TRC | 2,295 | $698K | 0.0% | +2,568.6% | 0.000% | |
8/15/2025 | Front Street Capital Management Inc. | 3,058 | $929K | 0.2% | -75.6% | 0.000% | |
8/15/2025 | First Heartland Consultants Inc. | 31,087 | $9.45M | 0.8% | +41.2% | 0.002% | |
8/15/2025 | Brooks Moore & Associates Inc. | 1,269 | $395K | 0.2% | -32.1% | 0.000% | |
8/15/2025 | Synergy Financial Group LTD | 710 | $216K | 0.2% | N/A | 0.000% | |
8/15/2025 | Sugar Maple Asset Management LLC | 1,055 | $321K | 0.3% | -10.4% | 0.000% | |
8/15/2025 | North Ridge Wealth Advisors Inc. | 4,755 | $1.45M | 0.9% | +5.7% | 0.000% | |
8/15/2025 | Orcam Financial Group | 24,579 | $7.47M | 6.5% | +3.0% | 0.001% | |
8/15/2025 | FFT Wealth Management LLC | 28,026 | $8.72M | 1.7% | -4.1% | 0.002% | |
8/15/2025 | LGL Partners LLC | 658 | $205K | 0.1% | N/A | 0.000% | |
8/15/2025 | Semmax Financial Advisors Inc. | 257 | $80K | 0.0% | +198.8% | 0.000% | |
8/15/2025 | Fairfield Bush & CO. | 2,993 | $910K | 0.5% | +16.6% | 0.000% | |
8/15/2025 | Rakuten Securities Inc. | 1,927 | $586K | 0.2% | -53.5% | 0.000% | |
8/15/2025 | Corient Private Wealth LLC | 2,520,364 | $766.01M | 1.0% | +122.5% | 0.154% | |
8/15/2025 | WealthCollab LLC | 48,761 | $14.82M | 8.3% | -6.1% | 0.003% | |
8/15/2025 | Equitable Holdings Inc. | 360,398 | $109.54M | 0.9% | +6.8% | 0.022% | |
8/15/2025 | Northeast Financial Consultants Inc | 107,643 | $32.72M | 1.3% | -0.1% | 0.007% | |
8/15/2025 | State of Tennessee Department of Treasury | 1,654,571 | $502.87M | 1.8% | -0.4% | 0.101% | |
8/15/2025 | Chapman Financial Group LLC | 1,509 | $459K | 0.4% | N/A | 0.000% | |
8/15/2025 | FSB Premier Wealth Management Inc. | 1,031 | $313K | 0.1% | -5.1% | 0.000% | |
8/15/2025 | Captrust Financial Advisors | 693,095 | $210.65M | 0.5% | +4.0% | 0.042% | |
8/15/2025 | Keel Point LLC | 12,827 | $3.90M | 0.3% | -1.8% | 0.001% | |
8/15/2025 | Prevail Innovative Wealth Advisors LLC | 764 | $232K | 0.1% | -14.8% | 0.000% | |
8/15/2025 | Pine Ridge Advisers LLC | 109,999 | $33.43M | 2.1% | +89.1% | 0.007% | |
8/15/2025 | Manhattan West Asset Management LLC | 6,925 | $2.11M | 0.5% | +2.1% | 0.000% | |
8/15/2025 | United Services Automobile Association | 17,310 | $5.26M | 0.5% | -5.9% | 0.001% | |
8/15/2025 | WFA of San Diego LLC | 36,208 | $11.01M | 8.1% | N/A | 0.002% | |
8/15/2025 | Lantern Wealth Advisors LLC | 13,107 | $3.98M | 2.2% | N/A | 0.001% | |
8/15/2025 | Visionary Wealth Advisors | 10,178 | $3.09M | 0.2% | +10.3% | 0.001% | |
8/15/2025 | Voya Financial Advisors Inc. | 11,187 | $3.39M | 0.3% | +2.6% | 0.001% | |
8/15/2025 | Tandem Wealth Advisors LLC | 13,705 | $4.17M | 2.1% | -5.8% | 0.001% | |
8/15/2025 | Tidal Investments LLC | 735,324 | $223.49M | 1.3% | -1.0% | 0.045% | |
8/15/2025 | Seneschal Advisors LLC | 77,208 | $23.47M | 18.5% | +2.0% | 0.005% | |
8/15/2025 | Smartleaf Asset Management LLC | 11,711 | $3.55M | 0.3% | -2.5% | 0.001% | |
8/15/2025 | Snowden Capital Advisors LLC | 21,753 | $6.63M | 0.2% | +3.4% | 0.001% | |
8/15/2025 | Ruane Cunniff & Goldfarb L.P. | 2,551 | $775K | 0.0% | +47.9% | 0.000% | |
8/15/2025 | Ruggaard & Associates LLC | 2,805 | $853K | 0.3% | +8.8% | 0.000% | |
8/15/2025 | Oxford Financial Group LTD. LLC | 871,095 | $264.75M | 15.7% | +7.9% | 0.053% | |
8/15/2025 | Obsido Oy | 168,302 | $51.15M | 38.8% | +5.0% | 0.010% | |
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8/15/2025 | Orion Porfolio Solutions LLC | 493,495 | $149.99M | 1.0% | -6.1% | 0.030% | |
8/15/2025 | Paces Ferry Wealth Advisors LLC | 703 | $214K | 0.1% | N/A | 0.000% | |
8/15/2025 | MML Investors Services LLC | 475,303 | $144.46M | 0.4% | +7.8% | 0.029% | |
8/15/2025 | Monograph Wealth Advisors LLC | 38,108 | $11.62M | 1.4% | -11.3% | 0.002% | |
8/15/2025 | McIlrath & Eck LLC | 23,586 | $7.17M | 0.8% | +5.6% | 0.001% | |
8/15/2025 | Mission Creek Capital Partners Inc. | 10,662 | $3.24M | 0.7% | -6.3% | 0.001% | |
8/15/2025 | Modern Wealth Management LLC | 273,070 | $82.99M | 2.1% | -4.6% | 0.017% | |
8/15/2025 | Helium Advisors LLC | 3,928 | $1.19M | 0.8% | +90.5% | 0.000% | |
8/15/2025 | IHT Wealth Management LLC | 56,949 | $17.31M | 0.5% | -32.9% | 0.003% | |
8/15/2025 | Great Valley Advisor Group Inc. | 98,184 | $29.84M | 0.7% | +9.3% | 0.006% | |