8/1/2025 | Winebrenner Capital Management LLC | 17,941 | $714K | 0.6% | +6.7% | 0.017% | |
8/1/2025 | Anson Capital Inc. | 63,753 | $2.54M | 2.0% | +2.6% | 0.060% | |
8/1/2025 | GWN Securities Inc. | 35,006 | $1.40M | 0.3% | +17.2% | 0.033% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 12,623 | $503K | 0.0% | N/A | 0.012% | |
8/1/2025 | Transcend Capital Advisors LLC | 30,406 | $1.21M | 0.1% | +14.2% | 0.029% | |
8/1/2025 | Penobscot Wealth Management | 25,144 | $1.00M | 0.4% | -14.4% | 0.024% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 17,972 | $716K | 0.0% | +2.4% | 0.017% | |
8/1/2025 | American Financial & Tax Strategies Inc. | 43,715 | $1.74M | 0.9% | +25.2% | 0.041% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,729,840 | $68.87M | 0.0% | -11.9% | 1.622% | |
7/31/2025 | Perissos Private Wealth Management LLC | 8,693 | $346K | 0.3% | -16.6% | 0.008% | |
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7/31/2025 | Conservest Capital Advisors Inc. | 13,430 | $535K | 0.1% | -92.4% | 0.013% | |
7/31/2025 | Whipplewood Advisors LLC | 3,346 | $133K | 0.1% | -36.8% | 0.003% | |
7/31/2025 | Leavell Investment Management Inc. | 13,862 | $552K | 0.0% | -45.5% | 0.013% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 12,197 | $486K | 0.2% | -8.9% | 0.011% | |
7/31/2025 | West Michigan Advisors LLC | 7,123 | $284K | 0.1% | -8.9% | 0.007% | |
7/30/2025 | KPP Advisory Services LLC | 185,050 | $7.37M | 1.2% | -1.8% | 0.174% | |
7/30/2025 | Bleakley Financial Group LLC | 169,385 | $6.74M | 0.2% | +56.0% | 0.159% | |
7/30/2025 | Insight Advisors LLC PA | 10,910 | $434K | 0.1% | -84.9% | 0.010% | |
7/30/2025 | Strategic Blueprint LLC | 10,746 | $428K | 0.0% | -36.2% | 0.010% | |
7/30/2025 | BlueChip Wealth Advisors LLC | 22,444 | $894K | 0.4% | +11.4% | 0.021% | |
7/30/2025 | Brookstone Capital Management | 9,535 | $380K | 0.0% | -3.0% | 0.009% | |
7/30/2025 | D.A. Davidson & CO. | 345,389 | $13.75M | 0.1% | +51.3% | 0.324% | |
7/29/2025 | Stephens Inc. AR | 8,293 | $330K | 0.0% | +16.1% | 0.008% | |
7/29/2025 | Chicago Partners Investment Group LLC | 46,221 | $1.94M | 0.1% | -3.9% | 0.043% | |
7/29/2025 | International Assets Investment Management LLC | 21,482 | $855K | 0.0% | -12.7% | 0.020% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 26,382 | $1.05M | 0.0% | -3.4% | 0.025% | |
7/29/2025 | Stratos Wealth Partners LTD. | 75,918 | $3.02M | 0.0% | -17.4% | 0.071% | |
7/29/2025 | Stratos Wealth Advisors LLC | 47,766 | $1.90M | 0.1% | -5.9% | 0.045% | |
7/29/2025 | Private Trust Co. NA | 8,326 | $332K | 0.0% | -42.6% | 0.008% | |
7/29/2025 | Harbor Asset Planning Inc. | 2,565 | $102K | 0.1% | N/A | 0.002% | |
7/28/2025 | Compass Advisory Group LLC | 397,740 | $15.84M | 5.0% | +11.4% | 0.373% | |
7/28/2025 | Cushing Capital Partners LLC | 23,995 | $955K | 0.8% | -17.4% | 0.022% | |
7/28/2025 | Prairie Sky Financial Group LLC | 48,950 | $1.95M | 1.1% | +3.9% | 0.046% | |
7/28/2025 | Smart Portfolios LLC | 50,455 | $2.01M | 2.0% | -1.7% | 0.047% | |
7/28/2025 | Copia Wealth Management | 58,809 | $2.34M | 2.0% | -7.1% | 0.055% | |
7/28/2025 | Harbour Investments Inc. | 48,786 | $1.94M | 0.0% | -97.4% | 0.046% | |
7/28/2025 | Mitchell Mcleod Pugh & Williams Inc. | 47,515 | $1.89M | 0.4% | -7.6% | 0.045% | |
7/25/2025 | Endowment Wealth Management Inc. | 21,490 | $856K | 0.4% | +33.8% | 0.020% | |
7/25/2025 | Total Clarity Wealth Management Inc. | 11,066 | $441K | 0.1% | -55.1% | 0.010% | |
7/25/2025 | Lion Street Advisors LLC | 7,642 | $304K | 0.1% | -46.5% | 0.007% | |
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7/25/2025 | MGO One Seven LLC | 19,277 | $768K | 0.0% | +15.1% | 0.018% | |
7/25/2025 | Hazlett Burt & Watson Inc. | 12,347 | $488K | 0.2% | -39.8% | 0.012% | |
7/25/2025 | Ellis Investment Partners LLC | 59,005 | $2.35M | 0.5% | +10.4% | 0.055% | |
7/25/2025 | CWM LLC | 6,273 | $250K | 0.0% | -12.7% | 0.006% | |
7/25/2025 | Concurrent Investment Advisors LLC | 71,454 | $2.85M | 0.1% | -12.5% | 0.067% | |
7/25/2025 | Apollon Wealth Management LLC | 11,273 | $449K | 0.0% | -6.6% | 0.011% | |
7/24/2025 | Bey Douglas LLC | 5,213 | $208K | 0.1% | N/A | 0.005% | |
7/24/2025 | West Bancorporation Inc. | 19,230 | $766K | 0.5% | -61.1% | 0.018% | |
7/24/2025 | Blue Trust Inc. | 625 | $25K | 0.0% | -43.5% | 0.001% | |
7/24/2025 | Moseley Investment Management Inc. | 10,065 | $401K | 0.1% | -4.5% | 0.009% | |
7/24/2025 | Blair William & Co. IL | 38,242 | $1.52M | 0.0% | -14.8% | 0.036% | |
7/24/2025 | Capital Advisors Ltd. LLC | 15,294 | $609K | 0.1% | -16.3% | 0.014% | |
7/23/2025 | Clear Creek Financial Management LLC | 5,265 | $210K | 0.0% | N/A | 0.005% | |
7/23/2025 | Valmark Advisers Inc. | 15,118 | $602K | 0.0% | -76.9% | 0.014% | |
7/23/2025 | Sachetta LLC | 3,937 | $157K | 0.1% | -23.6% | 0.004% | |
7/23/2025 | Tcfg Wealth Management LLC | 7,167 | $285K | 0.1% | -12.5% | 0.007% | |
7/22/2025 | Comprehensive Financial Consultants Institutional Inc. | 21,374 | $851K | 0.3% | -7.0% | 0.020% | |
7/22/2025 | Inlight Wealth Management LLC | 98,217 | $3.91M | 1.0% | -6.2% | 0.092% | |
7/22/2025 | Belpointe Asset Management LLC | 10,425 | $415K | 0.0% | -3.8% | 0.010% | |
7/22/2025 | DAVENPORT & Co LLC | 41,599 | $1.66M | 0.0% | -36.4% | 0.039% | |
7/22/2025 | Global Assets Advisory LLC | 14,217 | $579K | 0.2% | -75.7% | 0.013% | |
7/22/2025 | IVC Wealth Advisors LLC | 11,593 | $462K | 0.2% | -5.6% | 0.011% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 69,480 | $2.77M | 0.1% | +11.8% | 0.065% | |
7/22/2025 | Kraematon Investment Advisors Inc. | 9,197 | $366K | 0.3% | -55.5% | 0.009% | |
7/22/2025 | Diligent Investors LLC | 5,815 | $232K | 0.1% | N/A | 0.005% | |
7/22/2025 | Apexium Financial LP | 12,875 | $513K | 0.0% | -44.1% | 0.012% | |
7/21/2025 | Ameriflex Group Inc. | 3,644 | $145K | 0.1% | -72.9% | 0.003% | |
7/21/2025 | Barrett & Company Inc. | 52,699 | $2.10M | 0.8% | +1.7% | 0.049% | |
7/21/2025 | Ameritas Advisory Services LLC | 15,778 | $628K | 0.0% | -40.3% | 0.015% | |
7/21/2025 | DHJJ Financial Advisors Ltd. | 2,366 | $94K | 0.0% | -14.5% | 0.002% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 9,067 | $361K | 0.0% | -58.8% | 0.009% | |
7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 11,011 | $438K | 0.0% | N/A | 0.010% | |
7/18/2025 | Trilogy Capital Inc. | 17,105 | $681K | 0.0% | -16.5% | 0.016% | |
7/18/2025 | QTR Family Wealth LLC | 15,377 | $612K | 0.4% | -6.7% | 0.014% | |
7/18/2025 | PFG Investments LLC | 5,318 | $212K | 0.0% | -15.8% | 0.005% | |
7/18/2025 | Wetzel Investment Advisors Inc. | 9,226 | $367K | 0.2% | -82.3% | 0.009% | |
7/18/2025 | Cooper Financial Group | 8,046 | $320K | 0.0% | -28.1% | 0.008% | |
7/18/2025 | Truist Financial Corp | 16,956 | $675K | 0.0% | -34.2% | 0.016% | |
7/17/2025 | HB Wealth Management LLC | 12,442 | $495K | 0.0% | N/A | 0.012% | |
7/17/2025 | Janney Montgomery Scott LLC | 487,551 | $19.41M | 0.1% | +9.0% | 0.457% | |
7/17/2025 | Avondale Wealth Management | 12,828 | $511K | 0.3% | -94.4% | 0.012% | |
7/17/2025 | Sound Income Strategies LLC | 1,686 | $67K | 0.0% | -28.4% | 0.002% | |
7/17/2025 | Coastline Trust Co | 1,725 | $69K | 0.0% | -56.1% | 0.002% | |
7/17/2025 | Clay Northam Wealth Management LLC | 80,164 | $3.19M | 2.0% | -1.1% | 0.075% | |
7/17/2025 | Worth Financial Advisory Group LLC | 7,027 | $280K | 0.2% | +4.9% | 0.007% | |
7/16/2025 | ORG Partners LLC | 7,232 | $295K | 0.1% | -7.7% | 0.007% | |
7/16/2025 | One Plus One Wealth Management LLC | 67,269 | $2.68M | 1.5% | -29.7% | 0.063% | |
7/16/2025 | Instrumental Wealth LLC | 108,762 | $4.39M | 3.5% | +2.3% | 0.102% | |
7/16/2025 | Perigon Wealth Management LLC | 9,663 | $385K | 0.0% | N/A | 0.009% | |
7/16/2025 | Moneywise Inc. | 66,326 | $2.64M | 1.2% | -26.8% | 0.062% | |
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7/16/2025 | Sylvest Advisors LLC | 31,733 | $1.26M | 0.7% | -5.7% | 0.030% | |
7/15/2025 | BigSur Wealth Management LLC | 14,930 | $594K | 0.1% | -3.3% | 0.014% | |
7/15/2025 | EWG Elevate Inc. | 34,654 | $1.38M | 0.4% | -3.0% | 0.032% | |
7/15/2025 | BCS Wealth Management | 48,951 | $1.95M | 0.4% | +137.2% | 0.046% | |
7/15/2025 | Sheets Smith Wealth Management | 25,057 | $998K | 0.1% | -45.8% | 0.023% | |
7/15/2025 | Unified Investment Management | 11,907 | $474K | 0.5% | +2.8% | 0.011% | |
7/15/2025 | Oregon Pacific Wealth Management LLC | 33,781 | $1.35M | 1.3% | -4.7% | 0.032% | |
7/15/2025 | Bay Capital Advisors LLC | 6,219 | $248K | 0.2% | -31.4% | 0.006% | |
7/15/2025 | Financial Partners Group Inc | 18,127 | $722K | 0.1% | -21.8% | 0.017% | |
7/14/2025 | Opal Wealth Advisors LLC | 11,116 | $443K | 0.1% | -33.7% | 0.010% | |