8/5/2025 | Jacobson & Schmitt Advisors LLC | 106,993 | $5.47M | 1.0% | +3.3% | 0.164% | |
8/5/2025 | Advisors Preferred LLC | 3,665 | $186K | 0.0% | N/A | 0.006% | |
8/5/2025 | Westside Investment Management Inc. | 17,200 | $879K | 0.2% | -45.7% | 0.026% | |
8/5/2025 | Bank of Montreal Can | 157,667 | $8.06M | 0.0% | -11.0% | 0.241% | |
8/5/2025 | Sigma Planning Corp | 60,582 | $3.10M | 0.1% | -8.1% | 0.093% | |
8/5/2025 | Alexander Randolph Advisory Inc. | 364,871 | $18.65M | 16.7% | +23.8% | 0.558% | |
8/4/2025 | Syverson Strege & Co | 17,933 | $916K | 0.2% | +165.8% | 0.027% | |
8/4/2025 | Roble Belko & Company Inc | 16,554 | $846K | 0.1% | -14.9% | 0.025% | |
8/4/2025 | Integrity Alliance LLC. | 135,204 | $6.91M | 0.4% | -28.1% | 0.207% | |
8/4/2025 | Kovack Advisors Inc. | 5,521 | $282K | 0.0% | -13.0% | 0.008% | |
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8/4/2025 | IFG Advisory LLC | 9,342 | $477K | 0.0% | +67.4% | 0.014% | |
8/4/2025 | Atria Investments Inc | 56,468 | $2.89M | 0.0% | +45.9% | 0.086% | |
8/4/2025 | Spinnaker Trust | 21,687 | $1.11M | 0.1% | -47.9% | 0.033% | |
8/4/2025 | Spire Wealth Management | 1,926 | $98K | 0.0% | +41.5% | 0.003% | |
8/4/2025 | Arkadios Wealth Advisors | 14,573 | $745K | 0.0% | +2.2% | 0.022% | |
8/4/2025 | World Investment Advisors | 36,796 | $1.88M | 0.0% | +159.8% | 0.056% | |
8/4/2025 | Beirne Wealth Consulting Services LLC | 8,261 | $422K | 0.1% | +5.8% | 0.013% | |
8/1/2025 | Brookwood Investment Group LLC | 135,857 | $6.94M | 1.1% | -35.8% | 0.208% | |
8/1/2025 | Yukon Wealth Management Inc. | 10,093 | $516K | 0.2% | N/A | 0.015% | |
8/1/2025 | Envestnet Asset Management Inc. | 608,347 | $31.09M | 0.0% | -1.8% | 0.930% | |
7/31/2025 | Guardian Wealth Advisors LLC | 52,312 | $2.67M | 1.6% | -15.2% | 0.080% | |
7/31/2025 | Leavell Investment Management Inc. | 23,215 | $1.19M | 0.1% | +24.7% | 0.035% | |
7/31/2025 | CVA Family Office LLC | 1,118 | $57K | 0.0% | -89.9% | 0.002% | |
7/30/2025 | Red Crane Wealth Management LLC | 61,015 | $3.12M | 2.8% | -40.8% | 0.093% | |
7/30/2025 | Caliber Wealth Management LLC KS | 90,742 | $4.64M | 0.5% | +0.2% | 0.139% | |
7/30/2025 | BlueChip Wealth Advisors LLC | 15,195 | $776K | 0.3% | -6.2% | 0.023% | |
7/30/2025 | Steel Grove Capital Advisors LLC | 32,318 | $1.65M | 0.2% | +7.2% | 0.049% | |
7/30/2025 | Patten Group Inc. | 60,216 | $3.08M | 0.6% | +9.6% | 0.092% | |
7/30/2025 | Exencial Wealth Advisors LLC | 99,640 | $5.09M | 0.2% | -8.4% | 0.152% | |
7/30/2025 | Brookstone Capital Management | 53,539 | $2.74M | 0.0% | -1.9% | 0.082% | |
7/30/2025 | D.A. Davidson & CO. | 4,635 | $237K | 0.0% | -9.6% | 0.007% | |
7/30/2025 | Syntegra Private Wealth Group LLC | 42,198 | $2.16M | 0.2% | +208.2% | 0.065% | |
7/30/2025 | Triton Financial Group Inc | 3,935 | $201K | 0.1% | N/A | 0.006% | |
7/30/2025 | Darrow Company Inc. | 13,089 | $669K | 0.3% | -1.5% | 0.020% | |
7/30/2025 | Klingman & Associates LLC | 40,413 | $2.07M | 0.1% | -6.4% | 0.062% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 8,262 | $422K | 0.0% | +13.0% | 0.013% | |
7/30/2025 | Journey Advisory Group LLC | 7,871 | $402K | 0.0% | N/A | 0.012% | |
7/30/2025 | WBH Advisory Inc. | 182,191 | $9.31M | 0.8% | +22.1% | 0.279% | |
7/29/2025 | Members Advisory Group LLC | 269,323 | $13.76M | 5.2% | -17.4% | 0.412% | |
7/29/2025 | Chicago Partners Investment Group LLC | 16,461 | $839K | 0.0% | +17.8% | 0.025% | |
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7/29/2025 | Financial Futures Ltd Liability Co. | 9,364 | $478K | 0.3% | N/A | 0.014% | |
7/29/2025 | Ifrah Financial Services Inc. | 194,206 | $9.92M | 2.7% | -0.1% | 0.297% | |
7/29/2025 | Koshinski Asset Management Inc. | 10,905 | $557K | 0.0% | -6.8% | 0.017% | |
7/29/2025 | Private Trust Co. NA | 4,843 | $247K | 0.0% | -4.6% | 0.007% | |
7/29/2025 | Kraft Davis & Associates LLC | 36,826 | $1.88M | 0.5% | N/A | 0.056% | |
7/29/2025 | Values First Advisors Inc. | 82,268 | $4.20M | 2.3% | -1.3% | 0.126% | |
7/29/2025 | Werba Rubin Papier Wealth Management | 16,964 | $867K | 0.2% | +22.2% | 0.026% | |
7/28/2025 | WJ Wealth Management LLC | 23,550 | $1.20M | 0.4% | +20.5% | 0.036% | |
7/28/2025 | Rosenberg Matthew Hamilton | 16,523 | $844K | 0.2% | -8.3% | 0.025% | |
7/28/2025 | Mutual Advisors LLC | 23,919 | $1.22M | 0.0% | -51.8% | 0.037% | |
7/28/2025 | Harbour Investments Inc. | 7,520 | $384K | 0.0% | +18.1% | 0.011% | |
7/28/2025 | JGP Wealth Management LLC | 10,362 | $529K | 0.1% | -51.2% | 0.016% | |
7/28/2025 | Axxcess Wealth Management LLC | 178,965 | $9.15M | 0.2% | +26.6% | 0.274% | |
7/25/2025 | Atria Wealth Solutions Inc. | 68,050 | $3.47M | 0.1% | +654.9% | 0.104% | |
7/25/2025 | Joel Adams & Associates Inc. | 25,740 | $1.32M | 1.2% | +3.9% | 0.039% | |
7/25/2025 | CWM LLC | 361,196 | $18.46M | 0.1% | +2.6% | 0.552% | |
7/25/2025 | Sovereign Financial Group Inc. | 60,961 | $3.12M | 0.6% | -6.1% | 0.093% | |
7/25/2025 | Concurrent Investment Advisors LLC | 27,438 | $1.40M | 0.0% | +99.2% | 0.042% | |
7/25/2025 | Investment Advisory Group LLC | 17,953 | $917K | 0.3% | -6.4% | 0.027% | |
7/24/2025 | Cross Staff Investments Inc | 10,668 | $545K | 0.4% | -7.1% | 0.016% | |
7/23/2025 | Castle Rock Wealth Management LLC | 42,493 | $2.17M | 0.5% | +3.5% | 0.065% | |
7/23/2025 | Tyche Wealth Partners LLC | 9,370 | $479K | 0.1% | -9.6% | 0.014% | |
7/23/2025 | Ameliora Wealth Management Ltd. | 48,287 | $2.47M | 0.9% | +6.6% | 0.074% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 28,753 | $1.47M | 0.0% | -30.0% | 0.044% | |
7/22/2025 | Belpointe Asset Management LLC | 54,845 | $2.80M | 0.1% | -2.8% | 0.084% | |
7/22/2025 | Valley National Advisers Inc. | 152,839 | $7.81M | 1.3% | +7.6% | 0.234% | |
7/22/2025 | Luken Investment Analytics LLC | 9,966 | $509K | 0.2% | +35.6% | 0.015% | |
7/22/2025 | Beacon Financial Advisory LLC | 4,636 | $237K | 0.1% | N/A | 0.007% | |
7/22/2025 | Iron Horse Wealth Management LLC | 531 | $27K | 0.0% | -44.5% | 0.001% | |
7/22/2025 | Realta Investment Advisors | 49,491 | $2.53M | 1.0% | +16.9% | 0.076% | |
7/21/2025 | Pflug Koory LLC | 14,831 | $758K | 0.4% | +55.3% | 0.023% | |
7/21/2025 | Keystone Financial Group Inc. | 56,148 | $2.86M | 1.8% | +74.3% | 0.086% | |
7/21/2025 | Ameritas Advisory Services LLC | 911 | $47K | 0.0% | N/A | 0.001% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 21,683 | $1.11M | 0.0% | N/A | 0.033% | |
7/18/2025 | Naples Global Advisors LLC | 28,778 | $1.47M | 0.1% | -19.5% | 0.044% | |
7/18/2025 | Astor Investment Management LLC | 93,013 | $4.75M | 2.6% | +67.6% | 0.142% | |
7/18/2025 | Consolidated Portfolio Review Corp | 7,308 | $373K | 0.1% | N/A | 0.011% | |
7/18/2025 | Truist Financial Corp | 55,367 | $2.83M | 0.0% | +91.6% | 0.085% | |
7/18/2025 | Union Bancaire Privee UBP SA | 338,573 | $17.29M | 0.3% | +4.0% | 0.518% | |
7/17/2025 | Janney Montgomery Scott LLC | 15,120 | $773K | 0.0% | +1.9% | 0.023% | |
7/17/2025 | Fifth Third Securities Inc. | 13,148 | $672K | 0.1% | -15.5% | 0.020% | |
7/17/2025 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 12,179 | $622K | 0.1% | +55.0% | 0.019% | |
7/17/2025 | GC Wealth Management RIA LLC | 52,550 | $2.69M | 0.2% | -9.7% | 0.080% | |
7/17/2025 | San Luis Wealth Advisors LLC | 98,109 | $5.01M | 1.1% | -14.2% | 0.150% | |
7/17/2025 | LVW Advisors LLC | 54,935 | $2.81M | 0.3% | +1.9% | 0.084% | |
7/16/2025 | ORG Partners LLC | 44,694 | $2.28M | 0.5% | +323.0% | 0.068% | |
7/16/2025 | Novem Group | 14,239 | $728K | 0.1% | +9.5% | 0.022% | |
7/16/2025 | Embree Financial Group | 21,782 | $1.11M | 0.2% | +5.3% | 0.033% | |
7/16/2025 | Dakota Wealth Management | 12,181 | $622K | 0.0% | -7.6% | 0.019% | |
7/15/2025 | Oxinas Partners Wealth Management LLC | 8,577 | $438K | 0.2% | -25.5% | 0.013% | |
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7/15/2025 | LVZ Inc. | 17,172 | $877K | 0.1% | -15.5% | 0.026% | |
7/15/2025 | Kwmg LLC | 274,946 | $14.05M | 1.3% | +2.9% | 0.420% | |
7/14/2025 | Proathlete Wealth Management LLC | 143,482 | $7.34M | 2.3% | -4.2% | 0.219% | |
7/14/2025 | Infinity Wealth Counsel LLC | 42,346 | $2.16M | 2.2% | -3.7% | 0.065% | |
7/14/2025 | Park Avenue Securities LLC | 4,803 | $245K | 0.0% | N/A | 0.007% | |
7/11/2025 | Windsor Capital Management LLC | 6,684 | $342K | 0.1% | -3.5% | 0.010% | |
7/10/2025 | Arkfeld Wealth Strategies L.L.C. | 6,396 | $325K | 0.1% | -87.5% | 0.010% | |
7/10/2025 | Charter Oak Capital Management LLC | 6,342 | $324K | 0.0% | +3.4% | 0.010% | |
7/10/2025 | Brady Family Wealth LLC | 89,164 | $4.56M | 1.4% | +5.9% | 0.138% | |
7/10/2025 | Klaas Financial Asset Advisors LLC | 183,938 | $9.40M | 1.5% | +2.3% | 0.284% | |