8/1/2025 | Strategic Financial Services Inc. | 809,113 | $67.09M | 3.6% | +0.8% | 0.123% | |
8/1/2025 | Planning Directions Inc. | 2,797 | $232K | 0.1% | -56.5% | 0.000% | |
8/1/2025 | Wincap Financial LLC | 7,108 | $589K | 0.5% | N/A | 0.001% | |
8/1/2025 | First National Trust Co | 206,351 | $17.11M | 0.6% | +2.1% | 0.031% | |
8/1/2025 | Clark Asset Management LLC | 7,484 | $621K | 0.1% | +11.0% | 0.001% | |
8/1/2025 | Conscious Wealth Investments LLC | 69,731 | $5.77M | 3.7% | +0.4% | 0.011% | |
8/1/2025 | Equita Financial Network Inc. | 178,310 | $14.79M | 5.9% | -4.0% | 0.027% | |
8/1/2025 | GWN Securities Inc. | 4,596 | $384K | 0.1% | +44.3% | 0.001% | |
8/1/2025 | Advisory Alpha LLC | 507,613 | $42.09M | 1.3% | +11.2% | 0.077% | |
8/1/2025 | Facet Wealth Inc. | 1,502,091 | $124.19M | 2.8% | +9.8% | 0.228% | |
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8/1/2025 | Transcend Capital Advisors LLC | 24,340 | $2.02M | 0.2% | -4.1% | 0.004% | |
8/1/2025 | Bessemer Group Inc. | 365,666 | $30.32M | 0.0% | -5.6% | 0.055% | |
8/1/2025 | Schmidt P J Investment Management Inc. | 5,544 | $460K | 0.1% | +16.9% | 0.001% | |
8/1/2025 | Banco Santander S.A. | 275,036 | $22.81M | 0.2% | -48.0% | 0.042% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 15,329 | $1.27M | 0.0% | +10.6% | 0.002% | |
8/1/2025 | Envestnet Asset Management Inc. | 10,086,376 | $836.36M | 0.2% | -12.4% | 1.528% | |
7/31/2025 | Nisa Investment Advisors LLC | 87,317 | $7.24M | 0.0% | -2.1% | 0.013% | |
7/31/2025 | Wealthfront Advisers LLC | 4,871,726 | $403.96M | 1.0% | +69.4% | 0.738% | |
7/31/2025 | Topsail Wealth Management LLC | 168,589 | $13.98M | 2.6% | +7.0% | 0.026% | |
7/31/2025 | Brighton Jones LLC | 4,013 | $333K | 0.0% | N/A | 0.001% | |
7/31/2025 | Dodds Wealth LLC | 604,614 | $50.14M | 13.4% | +4.6% | 0.092% | |
7/31/2025 | CVA Family Office LLC | 22,798 | $1.89M | 0.3% | +4.7% | 0.003% | |
7/31/2025 | BIP Alliance LLC | 64,245 | $5.33M | 2.0% | +0.3% | 0.010% | |
7/31/2025 | BIP Wealth LLC | 86,541 | $7.18M | 0.4% | +45.2% | 0.013% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 7,972 | $661K | 0.0% | -12.0% | 0.001% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 28,111 | $2.33M | 0.9% | +22.7% | 0.004% | |
7/31/2025 | Moloney Securities Asset Management LLC | 2,614 | $217K | 0.0% | N/A | 0.000% | |
7/31/2025 | Japan Science & Technology Agency | 6,670,000 | $553.08M | 8.8% | -8.0% | 1.010% | |
7/31/2025 | AlTi Global Inc. | 4,720 | $390K | 0.0% | -18.4% | 0.001% | |
7/31/2025 | GenTrust LLC | 313,339 | $25.98M | 1.2% | +3,091.5% | 0.047% | |
7/31/2025 | 180 Wealth Advisors LLC | 4,684 | $388K | 0.1% | -14.4% | 0.001% | |
7/31/2025 | Carnegie Investment Counsel | 27,467 | $2.28M | 0.0% | +3.5% | 0.004% | |
7/31/2025 | Silver Oak Advisory Group Inc. | 13,185 | $1.09M | 0.5% | +13.1% | 0.002% | |
7/30/2025 | Strategic Blueprint LLC | 3,123 | $259K | 0.0% | N/A | 0.000% | |
7/30/2025 | Silver Oak Wealth Advisors Services LLC | 29,060 | $2.41M | 1.7% | -21.3% | 0.004% | |
7/30/2025 | OLD Point Trust & Financial Services N A | 10,316 | $855K | 0.3% | +58.4% | 0.002% | |
7/30/2025 | Freedom Investment Management Inc. | 22,097 | $1.83M | 0.1% | -8.0% | 0.003% | |
7/30/2025 | Pacific Wealth Management | 89,061 | $7.39M | 3.6% | +0.4% | 0.013% | |
7/30/2025 | White Lighthouse Investment Management Inc. | 207,699 | $17.22M | 2.8% | -0.2% | 0.031% | |
7/30/2025 | Rehmann Capital Advisory Group | 37,859 | $3.14M | 0.2% | -90.0% | 0.006% | |
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7/30/2025 | TFB Advisors LLC | 10,476 | $869K | 0.2% | +3.7% | 0.002% | |
7/30/2025 | Patten Group Inc. | 16,444 | $1.36M | 0.3% | +3.8% | 0.002% | |
7/30/2025 | Members Trust Co | 2,988 | $248K | 0.0% | -99.0% | 0.000% | |
7/30/2025 | Exencial Wealth Advisors LLC | 210,686 | $17.47M | 0.6% | +1.6% | 0.032% | |
7/30/2025 | Brookstone Capital Management | 40,875 | $3.39M | 0.0% | -8.1% | 0.006% | |
7/30/2025 | Phillips Financial Management LLC | 172,528 | $14.31M | 1.0% | -1.5% | 0.026% | |
7/30/2025 | D.A. Davidson & CO. | 34,998 | $2.90M | 0.0% | -3.6% | 0.005% | |
7/30/2025 | Cullen Frost Bankers Inc. | 611 | $51K | 0.0% | -27.7% | 0.000% | |
7/30/2025 | Wallace Advisory Group LLC | 4,984 | $407K | 0.3% | +3.1% | 0.001% | |
7/30/2025 | Whittier Trust Co. of Nevada Inc. | 57,738 | $4.79M | 0.1% | -10.4% | 0.009% | |
7/30/2025 | Whittier Trust Co. | 112,440 | $9.32M | 0.1% | +3.5% | 0.017% | |
7/30/2025 | Divergent Planning LLC | 93,132 | $7.69M | 1.4% | +2.2% | 0.014% | |
7/30/2025 | Berkeley Capital Partners LLC | 301,475 | $25.00M | 6.3% | +1.8% | 0.046% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 10,685 | $886K | 0.0% | -5.3% | 0.002% | |
7/30/2025 | Bogart Wealth LLC | 847 | $70K | 0.0% | -32.7% | 0.000% | |
7/30/2025 | First Interstate Bank | 1,744,398 | $144.65M | 8.5% | -13.6% | 0.264% | |
7/30/2025 | Drive Wealth Management LLC | 51,568 | $4.28M | 0.9% | +6.4% | 0.008% | |
7/30/2025 | Crewe Advisors LLC | 87,389 | $7.25M | 1.0% | N/A | 0.013% | |
7/29/2025 | FLC Capital Advisors | 138,164 | $11.46M | 2.4% | +20.8% | 0.021% | |
7/29/2025 | Stephens Inc. AR | 91,069 | $7.55M | 0.1% | -1.1% | 0.014% | |
7/29/2025 | Altus Wealth Group LLC | 65,400 | $5.42M | 2.4% | -25.0% | 0.010% | |
7/29/2025 | Chicago Partners Investment Group LLC | 15,332 | $1.27M | 0.0% | -5.1% | 0.002% | |
7/29/2025 | Sigma Investment Counselors Inc. | 110,426 | $9.16M | 0.5% | +4.6% | 0.017% | |
7/29/2025 | Disciplined Investments LLC | 6,632 | $550K | 0.2% | -3.4% | 0.001% | |
7/29/2025 | Independence Asset Advisors LLC | 21,957 | $1.81M | 1.1% | -62.1% | 0.003% | |
7/29/2025 | Systelligence LLC | 73,520 | $6.10M | 1.1% | -14.4% | 0.011% | |
7/29/2025 | International Assets Investment Management LLC | 10,819 | $897K | 0.0% | -6.0% | 0.002% | |
7/29/2025 | Gladwyn Financial Advisors Inc. | 48,007 | $3.98M | 3.1% | N/A | 0.007% | |
7/29/2025 | Swmg LLC | 2,929 | $242K | 0.1% | -18.4% | 0.000% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 40,109 | $3.33M | 0.1% | -3.2% | 0.006% | |
7/29/2025 | Novare Capital Management LLC | 11,784 | $977K | 0.1% | +1.6% | 0.002% | |
7/29/2025 | Financial Futures Ltd Liability Co. | 181,589 | $15.06M | 8.1% | -0.3% | 0.028% | |
7/29/2025 | Koshinski Asset Management Inc. | 49,980 | $4.14M | 0.3% | +1.5% | 0.008% | |
7/29/2025 | Citizens Business Bank | 2,609 | $216K | 0.0% | N/A | 0.000% | |
7/29/2025 | Curbstone Financial Management Corp | 96,482 | $8M | 1.6% | -4.9% | 0.015% | |
7/29/2025 | Arista Wealth Management LLC | 513,048 | $42.54M | 5.9% | +1.8% | 0.078% | |
7/29/2025 | Stratos Wealth Partners LTD. | 57,233 | $4.75M | 0.1% | +17.5% | 0.009% | |
7/29/2025 | Stratos Wealth Advisors LLC | 13,414 | $1.11M | 0.1% | +8.3% | 0.002% | |
7/29/2025 | Private Trust Co. NA | 13,131 | $1.09M | 0.1% | +3.3% | 0.002% | |
7/29/2025 | Riverbend Wealth Management LLC | 17,878 | $1.48M | 1.1% | -5.0% | 0.003% | |
7/29/2025 | Interactive Financial Advisors Inc. | 9,764 | $810K | 0.4% | -2.0% | 0.001% | |
7/29/2025 | Tide Cove Capital Partners LLC | 59,460 | $4.91M | 3.9% | +2.5% | 0.009% | |
7/29/2025 | Bellecapital International Ltd. | 18,792 | $1.56M | 0.3% | +327.8% | 0.003% | |
7/29/2025 | Sincerus Advisory LLC | 24,492 | $2.02M | 1.9% | +1.0% | 0.004% | |
7/28/2025 | Nestegg Advisors Inc. | 5,028 | $417K | 0.4% | -26.6% | 0.001% | |
7/28/2025 | Compass Advisory Group LLC | 8,144 | $675K | 0.2% | +12.1% | 0.001% | |
7/28/2025 | Uptick Partners LLC | 6,853 | $568K | 0.2% | +31.6% | 0.001% | |
7/28/2025 | Duncker Streett & Co. Inc. | 8,319 | $690K | 0.1% | -2.2% | 0.001% | |
7/28/2025 | Sagace Wealth Management LLC | 125,575 | $10.41M | 7.8% | +0.4% | 0.019% | |
7/28/2025 | Rosenberg Matthew Hamilton | 313,298 | $25.98M | 6.0% | -0.6% | 0.047% | |
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7/28/2025 | Deroy & Devereaux Private Investment Counsel Inc. | 9,973 | $827K | 0.0% | -6.8% | 0.002% | |
7/28/2025 | Mutual Advisors LLC | 44,612 | $3.69M | 0.1% | +210.2% | 0.007% | |
7/28/2025 | Essex LLC | 589,938 | $48.92M | 9.6% | -1.1% | 0.089% | |
7/28/2025 | Ritholtz Wealth Management | 2,417 | $200K | 0.0% | N/A | 0.000% | |
7/28/2025 | RMR Capital Management LLC | 23,420 | $1.94M | 1.4% | -0.7% | 0.004% | |
7/28/2025 | Harbour Investments Inc. | 22,441 | $1.86M | 0.0% | -2.3% | 0.003% | |
7/28/2025 | Aries Wealth Management | 35,111 | $2.91M | 0.8% | -8.7% | 0.005% | |
7/28/2025 | Cypress Wealth Services LLC | 43,456 | $3.60M | 0.6% | -3.3% | 0.007% | |
7/28/2025 | Wilmington Savings Fund Society FSB | 9,413 | $781K | 0.0% | +3.7% | 0.001% | |
7/28/2025 | RFG Advisory LLC | 15,269 | $1.27M | 0.0% | +422.6% | 0.002% | |