8/1/2025 | JDH Wealth Management LLC | 466 | $205K | 0.2% | N/A | 0.001% | |
8/1/2025 | Winebrenner Capital Management LLC | 465 | $205K | 0.2% | N/A | 0.001% | |
8/1/2025 | First National Trust Co | 2,537 | $1.12M | 0.0% | -1.3% | 0.003% | |
8/1/2025 | Clark Asset Management LLC | 1,346 | $593K | 0.1% | N/A | 0.002% | |
8/1/2025 | GWN Securities Inc. | 9,184 | $4.05M | 0.8% | -84.6% | 0.011% | |
8/1/2025 | Transcend Capital Advisors LLC | 6,108 | $2.69M | 0.2% | -4.3% | 0.007% | |
8/1/2025 | Bessemer Group Inc. | 864 | $381K | 0.0% | -34.2% | 0.001% | |
8/1/2025 | Koss Olinger Consulting LLC | 2,171 | $957K | 0.1% | -5.1% | 0.003% | |
8/1/2025 | Brookwood Investment Group LLC | 5,340 | $2.35M | 0.4% | +14.0% | 0.006% | |
8/1/2025 | First Command Advisory Services Inc. | 100 | $44K | 0.0% | N/A | 0.000% | |
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8/1/2025 | Pasadena Private Wealth LLC | 1,493 | $658K | 0.1% | N/A | 0.002% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 3,661 | $1.62M | 0.1% | -6.7% | 0.004% | |
8/1/2025 | Envestnet Asset Management Inc. | 266,751 | $117.54M | 0.0% | +3.1% | 0.311% | |
7/31/2025 | Wealthfront Advisers LLC | 7,284 | $3.21M | 0.0% | +4.1% | 0.008% | |
7/31/2025 | Conservest Capital Advisors Inc. | 54,188 | $23.88M | 2.4% | -3.6% | 0.063% | |
7/31/2025 | Strait & Sound Wealth Management LLC | 2,095 | $923K | 0.4% | -20.2% | 0.002% | |
7/31/2025 | Brighton Jones LLC | 10,569 | $4.66M | 0.1% | -10.8% | 0.012% | |
7/31/2025 | BIP Wealth LLC | 1,220 | $538K | 0.0% | -4.3% | 0.001% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 321 | $141K | 0.1% | -52.9% | 0.000% | |
7/31/2025 | Pinnacle Wealth Management Group Inc. | 1,066 | $470K | 0.3% | +2.8% | 0.001% | |
7/31/2025 | DDD Partners LLC | 480 | $212K | 0.0% | N/A | 0.001% | |
7/31/2025 | Moloney Securities Asset Management LLC | 713 | $314K | 0.0% | -7.6% | 0.001% | |
7/31/2025 | Cardinal Point Capital Management ULC | 560 | $247K | 0.0% | N/A | 0.001% | |
7/31/2025 | GenTrust LLC | 1,001 | $442K | 0.0% | -16.7% | 0.001% | |
7/31/2025 | Guardian Asset Advisors LLC | 14,077 | $6.21M | 3.6% | +4.8% | 0.016% | |
7/31/2025 | SoundView Advisors Inc. | 689 | $303K | 0.1% | +28.1% | 0.001% | |
7/31/2025 | FSM Wealth Advisors LLC | 5,098 | $2.26M | 0.4% | +5.2% | 0.006% | |
7/30/2025 | First Citizens Bank & Trust Co. | 663 | $292K | 0.0% | -70.7% | 0.001% | |
7/30/2025 | Strategic Blueprint LLC | 4,699 | $2.07M | 0.1% | -3.5% | 0.005% | |
7/30/2025 | Clifford Swan Investment Counsel LLC | 1,002 | $442K | 0.0% | -2.4% | 0.001% | |
7/30/2025 | Freedom Investment Management Inc. | 1,673 | $737K | 0.1% | -8.6% | 0.002% | |
7/30/2025 | Rehmann Capital Advisory Group | 649 | $286K | 0.0% | N/A | 0.001% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 3,573 | $1.57M | 0.2% | +3.1% | 0.004% | |
7/30/2025 | Benin Management CORP | 27,128 | $11.95M | 3.1% | -0.7% | 0.032% | |
7/30/2025 | Brookstone Capital Management | 8,573 | $3.78M | 0.0% | +1.4% | 0.010% | |
7/30/2025 | Chokshi & Queen Wealth Advisors Inc | 2,512 | $1.11M | 0.6% | +36.3% | 0.003% | |
7/30/2025 | D.A. Davidson & CO. | 16,563 | $7.30M | 0.1% | +11.6% | 0.019% | |
7/30/2025 | Gables Capital Management Inc. | 2,079 | $916K | 0.4% | -1.9% | 0.002% | |
7/30/2025 | Cullen Frost Bankers Inc. | 300 | $132K | 0.0% | N/A | 0.000% | |
7/30/2025 | St. Johns Investment Management Company LLC | 200 | $88K | 0.0% | -56.5% | 0.000% | |
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7/30/2025 | Fingerlakes Wealth Management Inc. | 7,083 | $3.12M | 2.3% | -1.1% | 0.008% | |
7/30/2025 | Lionsbridge Wealth Management LLC | 3,335 | $1.47M | 1.5% | -32.7% | 0.004% | |
7/30/2025 | Pittenger & Anderson Inc. | 31,519 | $13.89M | 0.5% | -1.1% | 0.037% | |
7/30/2025 | Bogart Wealth LLC | 422 | $186K | 0.0% | +66.8% | 0.000% | |
7/30/2025 | Alexis Investment Partners LLC | 12,872 | $5.64M | 2.4% | -12.3% | 0.015% | |
7/30/2025 | Schnieders Capital Management LLC | 7,743 | $3.41M | 0.6% | -5.2% | 0.009% | |
7/30/2025 | Crewe Advisors LLC | 986 | $434K | 0.1% | -7.2% | 0.001% | |
7/30/2025 | Evermay Wealth Management LLC | 761 | $336K | 0.0% | -11.6% | 0.001% | |
7/30/2025 | WBH Advisory Inc. | 2,359 | $1.04M | 0.1% | -31.8% | 0.003% | |
7/29/2025 | Stephens Inc. AR | 63,082 | $27.80M | 0.4% | +3.1% | 0.073% | |
7/29/2025 | Balboa Wealth Partners | 4,910 | $2.16M | 0.4% | -42.2% | 0.006% | |
7/29/2025 | Calamos Wealth Management LLC | 1,001 | $441K | 0.0% | N/A | 0.001% | |
7/29/2025 | Forvis Mazars Wealth Advisors LLC | 1,209 | $533K | 0.0% | -77.1% | 0.001% | |
7/29/2025 | International Assets Investment Management LLC | 9,030 | $3.98M | 0.2% | +6.7% | 0.011% | |
7/29/2025 | Financial Futures Ltd Liability Co. | 1,613 | $711K | 0.4% | -13.1% | 0.002% | |
7/29/2025 | Koshinski Asset Management Inc. | 3,015 | $1.33M | 0.1% | -24.7% | 0.004% | |
7/29/2025 | Huntleigh Advisors Inc. | 1,982 | $873K | 0.2% | -5.0% | 0.002% | |
7/29/2025 | Dale Q Rice Investment Management Ltd | 1,050 | $464K | 0.4% | -51.3% | 0.001% | |
7/29/2025 | Stratos Wealth Partners LTD. | 14,299 | $6.30M | 0.1% | -2.9% | 0.017% | |
7/29/2025 | Primoris Wealth Advisors LLC | 500 | $220K | 0.2% | -33.3% | 0.001% | |
7/29/2025 | Stratos Wealth Advisors LLC | 23,865 | $10.52M | 0.6% | +3.4% | 0.028% | |
7/29/2025 | Private Trust Co. NA | 2,426 | $1.07M | 0.1% | +5.6% | 0.003% | |
7/29/2025 | Riverbend Wealth Management LLC | 1,282 | $565K | 0.4% | +13.8% | 0.001% | |
7/29/2025 | Mine & Arao Wealth Creation & Management LLC. | 52,796 | $23.26M | 10.4% | -0.4% | 0.062% | |
7/29/2025 | SilverOak Wealth Management LLC | 706 | $311K | 0.1% | N/A | 0.001% | |
7/29/2025 | Smithbridge Asset Management Inc. DE | 36,049 | $15.89M | 2.8% | +0.9% | 0.042% | |
7/29/2025 | Activest Wealth Management | 1,531 | $675K | 0.2% | -14.6% | 0.002% | |
7/29/2025 | Latitude Advisors LLC | 2,393 | $1.05M | 0.5% | -18.3% | 0.003% | |
7/28/2025 | Wealthspan Partners LLC | 829 | $365K | 0.2% | -25.7% | 0.001% | |
7/28/2025 | WealthPlan Investment Management LLC | 1,599 | $705K | 0.1% | +83.0% | 0.002% | |
7/28/2025 | Pettinga Financial Advisors LLC | 24,249 | $10.69M | 2.3% | +33.4% | 0.028% | |
7/28/2025 | Duncker Streett & Co. Inc. | 1,870 | $824K | 0.2% | -4.1% | 0.002% | |
7/28/2025 | IFG Advisors LLC | 12,672 | $5.58M | 0.9% | +0.3% | 0.015% | |
7/28/2025 | Mutual Advisors LLC | 1,520 | $683K | 0.0% | -45.1% | 0.002% | |
7/28/2025 | Harbour Investments Inc. | 10,319 | $4.55M | 0.1% | -12.1% | 0.012% | |
7/28/2025 | Equitable Trust Co. | 5,686 | $2.51M | 0.1% | +0.7% | 0.007% | |
7/28/2025 | TD Asset Management Inc | 3,140 | $1.38M | 0.0% | -38.9% | 0.004% | |
7/28/2025 | Wilmington Savings Fund Society FSB | 2,797 | $1.23M | 0.0% | -8.0% | 0.003% | |
7/28/2025 | Harbour Trust & Investment Management Co | 620 | $273K | 0.0% | -20.5% | 0.001% | |
7/28/2025 | RFG Advisory LLC | 7,422 | $3.27M | 0.1% | -15.8% | 0.009% | |
7/28/2025 | Sage Advisors LLC | 3,172 | $1.40M | 1.0% | -19.5% | 0.004% | |
7/28/2025 | Axxcess Wealth Management LLC | 1,242 | $547K | 0.0% | -40.1% | 0.001% | |
7/28/2025 | Cornerstone Wealth Group LLC | 503 | $222K | 0.0% | N/A | 0.001% | |
7/25/2025 | Verdence Capital Advisors LLC | 2,325 | $1.02M | 0.1% | -16.7% | 0.003% | |
7/25/2025 | Atria Wealth Solutions Inc. | 25,074 | $11.08M | 0.3% | -27.0% | 0.029% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 4,412 | $1.94M | 0.0% | -3.9% | 0.005% | |
7/25/2025 | Concord Asset Management LLC VA | 2,376 | $1.05M | 0.2% | N/A | 0.003% | |
7/25/2025 | Total Clarity Wealth Management Inc. | 756 | $333K | 0.1% | +4.0% | 0.001% | |
7/25/2025 | Lion Street Advisors LLC | 2,081 | $917K | 0.3% | -17.1% | 0.002% | |
7/25/2025 | MGO One Seven LLC | 2,782 | $1.23M | 0.0% | +2.9% | 0.003% | |
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7/25/2025 | M3 Advisory Group LLC | 917 | $404K | 0.3% | -4.5% | 0.001% | |
7/25/2025 | Prostatis Group LLC | 38,948 | $17.16M | 4.9% | +542.2% | 0.045% | |
7/25/2025 | Commonwealth Financial Services LLC | 560 | $247K | 0.0% | -8.0% | 0.001% | |
7/25/2025 | Meritage Portfolio Management | 1,460 | $643K | 0.0% | -13.8% | 0.002% | |
7/25/2025 | Second Half Financial Partners LLC | 4,702 | $2.07M | 1.0% | -0.9% | 0.005% | |
7/25/2025 | Gibson Capital LLC | 515 | $227K | 0.0% | -4.6% | 0.001% | |
7/25/2025 | CWM LLC | 9,796 | $4.32M | 0.0% | -25.3% | 0.011% | |
7/25/2025 | Hobbs Group Advisors LLC | 1,638 | $722K | 0.2% | -9.1% | 0.002% | |
7/25/2025 | Sovereign Financial Group Inc. | 2,557 | $1.13M | 0.2% | +10.0% | 0.003% | |
7/25/2025 | Concurrent Investment Advisors LLC | 37,327 | $16.45M | 0.3% | +2.4% | 0.043% | |