8/1/2025 | Fire Capital Management LLC | 27,647 | $2.41M | 1.5% | N/A | 0.019% | |
8/1/2025 | FSA Advisors Inc. | 2,398 | $209K | 0.2% | N/A | 0.002% | |
8/1/2025 | Austin Private Wealth LLC | 57,728 | $5.04M | 0.4% | -3.8% | 0.040% | |
8/1/2025 | Strategic Financial Services Inc. | 14,035 | $1.22M | 0.1% | +12.7% | 0.010% | |
8/1/2025 | GWN Securities Inc. | 42,476 | $3.71M | 0.7% | -84.6% | 0.030% | |
8/1/2025 | Alexander Labrunerie & CO. Inc. | 4,688 | $409K | 0.2% | -8.3% | 0.003% | |
8/1/2025 | Transcend Capital Advisors LLC | 11,828 | $1.03M | 0.1% | +9.3% | 0.008% | |
8/1/2025 | Bessemer Group Inc. | 17,181 | $1.50M | 0.0% | +118.1% | 0.012% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 10,030 | $875K | 0.0% | +122.6% | 0.007% | |
8/1/2025 | Envestnet Asset Management Inc. | 532,631 | $46.40M | 0.0% | +6.3% | 0.371% | |
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7/31/2025 | Wealthfront Advisers LLC | 37,495 | $3.27M | 0.0% | +12.3% | 0.026% | |
7/31/2025 | Prudent Man Advisors LLC | 11,058 | $964K | 0.3% | +7.4% | 0.008% | |
7/31/2025 | Whipplewood Advisors LLC | 3,162 | $276K | 0.2% | +4,116.0% | 0.002% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 38,173 | $3.33M | 0.0% | +1,356.4% | 0.027% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 3,145 | $274K | 0.1% | -4.3% | 0.002% | |
7/31/2025 | LJI Wealth Management LLC | 64,452 | $5.62M | 1.0% | +20.6% | 0.045% | |
7/31/2025 | 180 Wealth Advisors LLC | 21,545 | $1.88M | 0.3% | -5.0% | 0.015% | |
7/30/2025 | First Citizens Bank & Trust Co. | 190,547 | $16.62M | 0.3% | -73.9% | 0.133% | |
7/30/2025 | LifeWealth Investments LLC | 28,814 | $2.51M | 0.8% | +41.0% | 0.020% | |
7/30/2025 | Brookstone Capital Management | 40,300 | $3.52M | 0.0% | +8.8% | 0.028% | |
7/30/2025 | D.A. Davidson & CO. | 83,625 | $7.29M | 0.1% | +28.9% | 0.058% | |
7/30/2025 | Clune & Associates LTD. | 3,321 | $290K | 0.1% | N/A | 0.002% | |
7/30/2025 | Phoenix Financial Ltd. | 11,998 | $1.05M | 0.0% | -66.4% | 0.008% | |
7/30/2025 | Arbor Investment Advisors LLC | 25,560 | $2.23M | 0.3% | +33.3% | 0.018% | |
7/29/2025 | Swan Global Investments LLC | 2,877 | $251K | 0.0% | +11.6% | 0.002% | |
7/29/2025 | Violich Capital Management Inc. | 27,500 | $2.40M | 0.3% | -21.9% | 0.019% | |
7/29/2025 | Koshinski Asset Management Inc. | 37,028 | $3.23M | 0.2% | +3.9% | 0.026% | |
7/29/2025 | Stratos Wealth Partners LTD. | 6,684 | $583K | 0.0% | -4.8% | 0.005% | |
7/29/2025 | Stratos Wealth Advisors LLC | 45,648 | $3.98M | 0.2% | -54.2% | 0.032% | |
7/29/2025 | Private Trust Co. NA | 3,295 | $287K | 0.0% | -36.1% | 0.002% | |
7/29/2025 | TFC Financial Management Inc. | 2,209 | $193K | 0.0% | N/A | 0.002% | |
7/29/2025 | Sincerus Advisory LLC | 3,207 | $291K | 0.3% | +6.4% | 0.002% | |
7/28/2025 | Uptick Partners LLC | 2,773 | $242K | 0.1% | N/A | 0.002% | |
7/28/2025 | Copia Wealth Management | 31,464 | $2.74M | 2.3% | +0.9% | 0.022% | |
7/28/2025 | Fairman Group LLC | 9,692 | $845K | 0.7% | -19.2% | 0.007% | |
7/28/2025 | Mutual Advisors LLC | 4,961 | $450K | 0.0% | -69.3% | 0.003% | |
7/28/2025 | Twin Tree Management LP | 42,599 | $3.72M | 0.0% | N/A | 0.030% | |
7/28/2025 | Ritholtz Wealth Management | 2,719 | $237K | 0.0% | N/A | 0.002% | |
7/28/2025 | Davidson Trust Co. | 4,573 | $399K | 0.2% | -3.7% | 0.003% | |
7/28/2025 | Axxcess Wealth Management LLC | 4,684 | $409K | 0.0% | N/A | 0.003% | |
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7/25/2025 | Atria Wealth Solutions Inc. | 49,362 | $4.36M | 0.1% | -56.2% | 0.034% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 3,014,612 | $262.93M | 1.0% | +294.3% | 2.100% | |
7/25/2025 | St. Louis Trust Co | 61,996 | $5.41M | 0.7% | +42.6% | 0.043% | |
7/25/2025 | MGO One Seven LLC | 21,235 | $1.85M | 0.1% | +22.8% | 0.015% | |
7/25/2025 | Lodestar Private Asset Management LLC | 103,800 | $9.05M | 1.0% | -7.2% | 0.072% | |
7/25/2025 | Tranquility Partners LLC | 3,299 | $288K | 0.1% | +9.8% | 0.002% | |
7/25/2025 | Concurrent Investment Advisors LLC | 8,003 | $698K | 0.0% | +200.5% | 0.006% | |
7/25/2025 | Johnson Investment Counsel Inc. | 9,746 | $850K | 0.0% | +17.0% | 0.007% | |
7/25/2025 | Keener Financial Planning LLC | 6,814 | $594K | 0.3% | +57.5% | 0.005% | |
7/24/2025 | Brucke Financial Inc. | 40,772 | $3.56M | 2.5% | +2.5% | 0.028% | |
7/24/2025 | Blue Trust Inc. | 4,443 | $388K | 0.0% | +130.9% | 0.003% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 3,179 | $277K | 0.0% | -4.7% | 0.002% | |
7/24/2025 | Endeavor Private Wealth Inc. | 5,032 | $439K | 0.2% | -6.6% | 0.004% | |
7/24/2025 | Beacon Bridge Wealth Partners LLC | 19,634 | $1.71M | 0.7% | -3.3% | 0.014% | |
7/24/2025 | IFP Advisors Inc | 2,798 | $244K | 0.0% | +8.2% | 0.002% | |
7/24/2025 | Blair William & Co. IL | 91,857 | $8.01M | 0.0% | +191.4% | 0.064% | |
7/24/2025 | US Bancorp DE | 4,540,819 | $396.06M | 0.5% | +36,940.7% | 3.163% | |
7/23/2025 | Fulton Breakefield Broenniman LLC | 6,270 | $547K | 0.0% | -8.0% | 0.004% | |
7/23/2025 | Allegiance Financial Group Advisory Services LLC | 35,837 | $3.13M | 0.8% | -13.6% | 0.025% | |
7/23/2025 | Gainplan LLC | 11,533 | $1.01M | 0.5% | -45.9% | 0.008% | |
7/23/2025 | Venturi Wealth Management LLC | 496,289 | $43.29M | 2.1% | -30.3% | 0.346% | |
7/23/2025 | Foresight Capital Management Advisors Inc. | 39,789 | $3.47M | 2.0% | +4.3% | 0.028% | |
7/23/2025 | Country Club Bank | 27,472 | $2.39M | 0.2% | +2.7% | 0.019% | |
7/23/2025 | Litman Gregory Wealth Management LLC | 105,823 | $9.23M | 0.7% | -3.5% | 0.074% | |
7/22/2025 | Red Tortoise LLC | 5,549 | $484K | 0.2% | +6.1% | 0.004% | |
7/22/2025 | Belpointe Asset Management LLC | 13,312 | $1.16M | 0.0% | +4.9% | 0.009% | |
7/22/2025 | DAVENPORT & Co LLC | 8,053 | $702K | 0.0% | +20.1% | 0.006% | |
7/22/2025 | Keudell Morrison Wealth Management | 2,358 | $206K | 0.0% | -46.9% | 0.002% | |
7/22/2025 | Global Strategic Investment Solutions LLC | 19,340 | $1.69M | 0.2% | -43.0% | 0.013% | |
7/22/2025 | Simplicity Wealth LLC | 36,788 | $3.21M | 0.1% | +101.8% | 0.026% | |
7/22/2025 | OLD National Bancorp IN | 12,889 | $1.12M | 0.0% | -8.9% | 0.009% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 23,198 | $2.02M | 0.0% | +4.4% | 0.016% | |
7/22/2025 | Checchi Capital Advisers LLC | 16,179 | $1.41M | 0.1% | +15.7% | 0.011% | |
7/22/2025 | Windward Private Wealth Management Inc. | 57,437 | $5.01M | 1.8% | +9.3% | 0.040% | |
7/21/2025 | Fortis Capital Advisors LLC | 13,312 | $1.16M | 0.2% | +4.9% | 0.009% | |
7/21/2025 | Ameritas Advisory Services LLC | 587 | $51K | 0.0% | N/A | 0.000% | |
7/21/2025 | Hilltop National Bank | 982 | $86K | 0.0% | N/A | 0.001% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 7,700 | $672K | 0.0% | -63.8% | 0.005% | |
7/21/2025 | FSA Wealth Partners Inc. | 3,034 | $265K | 0.1% | N/A | 0.002% | |
7/18/2025 | BSW Wealth Partners | 2,302 | $201K | 0.0% | N/A | 0.002% | |
7/18/2025 | B.O.S.S. Retirement Advisors LLC | 14,825 | $1.29M | 0.3% | +8.3% | 0.010% | |
7/18/2025 | Bartlett & CO. Wealth Management LLC | 8,904 | $777K | 0.0% | +2.9% | 0.006% | |
7/18/2025 | PFG Investments LLC | 5,904 | $515K | 0.0% | -8.9% | 0.004% | |
7/18/2025 | Consolidated Portfolio Review Corp | 2,321 | $202K | 0.0% | N/A | 0.002% | |
7/18/2025 | Arcadia Wealth Management LLC | 2,886 | $252K | 0.1% | +8.7% | 0.002% | |
7/18/2025 | Truist Financial Corp | 280,489 | $24.46M | 0.0% | -0.3% | 0.195% | |
7/17/2025 | Emerald Advisors LLC | 6,735 | $587K | 0.1% | +4.1% | 0.005% | |
7/17/2025 | Halbert Hargrove Global Advisors LLC | 39,822 | $3.47M | 0.2% | -2.0% | 0.028% | |
7/17/2025 | Janney Montgomery Scott LLC | 277,397 | $24.20M | 0.1% | -29.2% | 0.193% | |
7/17/2025 | Fifth Third Securities Inc. | 25,017 | $2.18M | 0.2% | +2.3% | 0.017% | |
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7/17/2025 | Sound Income Strategies LLC | 493 | $43K | 0.0% | +35.4% | 0.000% | |
7/17/2025 | Vermillion Wealth Management Inc. | 11,857 | $1.03M | 0.5% | -1.8% | 0.008% | |
7/17/2025 | Investment Research & Advisory Group Inc. | 20,292 | $1.77M | 0.7% | +544.4% | 0.014% | |
7/17/2025 | Heritage Investment Group Inc. | 86,695 | $7.56M | 1.3% | +134.6% | 0.060% | |
7/17/2025 | Fort Washington Investment Advisors Inc. OH | 372,987 | $32.53M | 0.2% | +0.1% | 0.260% | |
7/17/2025 | LVW Advisors LLC | 55,912 | $4.88M | 0.5% | -24.8% | 0.039% | |
7/16/2025 | Signaturefd LLC | 19,856 | $1.73M | 0.0% | +51.0% | 0.014% | |
7/16/2025 | Rainier Family Wealth Inc. | 13,704 | $1.20M | 1.2% | -16.7% | 0.010% | |
7/16/2025 | Flower City Capital | 9,575 | $835K | 0.5% | N/A | 0.007% | |
7/16/2025 | Novem Group | 22,870 | $2.00M | 0.3% | -59.5% | 0.016% | |