8/14/2025 | HUB Investment Partners LLC | 36,452 | $1.71M | 0.1% | -13.9% | 0.086% | |
8/14/2025 | NewEdge Advisors LLC | 116,242 | $5.45M | 0.0% | -0.2% | 0.274% | |
8/14/2025 | Prestige Wealth Management Group LLC | 559 | $26K | 0.0% | -65.3% | 0.001% | |
8/14/2025 | Cerity Partners LLC | 58,790 | $2.74M | 0.0% | N/A | 0.139% | |
8/14/2025 | Daner Wealth Management LLC | 108,661 | $5.11M | 3.5% | N/A | 0.256% | |
8/13/2025 | Flow Traders U.S. LLC | 22,987 | $1.08M | 0.0% | +46.8% | 0.054% | |
8/13/2025 | GeoWealth Management LLC | 28,676 | $1.35M | 0.1% | -11.7% | 0.068% | |
8/13/2025 | Baird Financial Group Inc. | 643,497 | $30.17M | 0.1% | +7.4% | 1.518% | |
8/13/2025 | Invesco Ltd. | 2,411,115 | $113.06M | 0.0% | +2.6% | 5.687% | |
8/13/2025 | JT Stratford LLC | 25,414 | $1.19M | 0.2% | +1.1% | 0.060% | |
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8/13/2025 | Elios Financial Group Inc. | 23,213 | $1.09M | 0.5% | +15.9% | 0.055% | |
8/13/2025 | IAG Wealth Partners LLC | 6,672 | $313K | 0.0% | -92.3% | 0.016% | |
8/13/2025 | Solutions 4 Wealth Ltd | 6,560 | $308K | 0.5% | N/A | 0.015% | |
8/13/2025 | VestGen Advisors LLC | 209,747 | $9.87M | 0.4% | +1.8% | 0.495% | |
8/13/2025 | Lido Advisors LLC | 42,117 | $1.98M | 0.0% | -8.5% | 0.099% | |
8/13/2025 | Level Four Advisory Services LLC | 4,476 | $210K | 0.0% | -14.5% | 0.011% | |
8/12/2025 | J.W. Cole Advisors Inc. | 28,877 | $1.35M | 0.0% | +13.8% | 0.068% | |
8/12/2025 | Richmond Investment Services LLC | 236,542 | $11.09M | 2.3% | +752.2% | 0.558% | |
8/12/2025 | Financial Advocates Investment Management | 12,986 | $609K | 0.0% | +15.4% | 0.031% | |
8/12/2025 | CreativeOne Wealth LLC | 7,549 | $354K | 0.0% | -16.3% | 0.018% | |
8/12/2025 | Journey Strategic Wealth LLC | 317,586 | $14.89M | 0.5% | +4.9% | 0.749% | |
8/12/2025 | JPMorgan Chase & Co. | 82,012 | $3.85M | 0.0% | -25.9% | 0.193% | |
8/12/2025 | Entropy Technologies LP | 33,501 | $1.57M | 0.1% | N/A | 0.079% | |
8/11/2025 | Alteri Wealth LLC | 6,748 | $316K | 0.1% | +15.8% | 0.016% | |
8/11/2025 | PAX Financial Group LLC | 32,882 | $1.54M | 0.3% | +1.4% | 0.078% | |
8/8/2025 | Avantax Advisory Services Inc. | 96,902 | $4.54M | 0.0% | +6.5% | 0.229% | |
8/8/2025 | Cetera Investment Advisers | 414,325 | $19.43M | 0.0% | +4.2% | 0.978% | |
8/8/2025 | Good Life Advisors LLC | 260,620 | $12.22M | 0.8% | +16.0% | 0.615% | |
8/8/2025 | Petix & Botte Co | 351,101 | $16.46M | 4.0% | +17.2% | 0.829% | |
8/7/2025 | Verus Capital Partners LLC | 274,892 | $12.89M | 1.1% | +11.5% | 0.649% | |
8/7/2025 | Vise Technologies Inc. | 20,696 | $970K | 0.0% | N/A | 0.049% | |
8/7/2025 | PFG Advisors | 170,237 | $7.98M | 0.3% | +5.6% | 0.402% | |
8/7/2025 | Brio Consultants LLC | 1,013,133 | $47.51M | 6.9% | +4.0% | 2.392% | |
8/6/2025 | Vestmark Advisory Solutions Inc. | 103,340 | $4.85M | 0.1% | N/A | 0.244% | |
8/6/2025 | Destiny Capital Corp CO | 56,566 | $2.65M | 1.6% | -1.2% | 0.134% | |
8/6/2025 | Atlas Legacy Advisors LLC | 128,740 | $6.04M | 1.3% | +4.5% | 0.304% | |
8/6/2025 | Axim Planning & Wealth | 8,709 | $408K | 0.4% | N/A | 0.021% | |
8/5/2025 | American Capital Advisory LLC | 186,842 | $8.76M | 4.4% | +0.9% | 0.441% | |
8/5/2025 | Bank of New York Mellon Corp | 1,135,448 | $53.24M | 0.0% | +2.4% | 2.681% | |
8/5/2025 | Landmark Wealth Management Inc. | 25,411 | $1.19M | 0.5% | -81.1% | 0.060% | |
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8/4/2025 | IFG Advisory LLC | 262,776 | $12.32M | 0.6% | -30.9% | 0.620% | |
8/4/2025 | Assetmark Inc. | 16,277 | $763K | 0.0% | +41.4% | 0.038% | |
8/4/2025 | Spire Wealth Management | 491,422 | $22.90M | 0.8% | -12.5% | 1.160% | |
8/4/2025 | Barnes Dennig Private Wealth Management LLC | 3,034 | $142K | 0.2% | N/A | 0.007% | |
8/4/2025 | World Investment Advisors | 218,389 | $10.24M | 0.2% | +10.6% | 0.516% | |
8/4/2025 | Flagship Harbor Advisors LLC | 37,049 | $1.74M | 0.1% | -9.1% | 0.087% | |
8/4/2025 | Northwest Financial Advisors | 52,342 | $2.45M | 3.4% | -23.5% | 0.124% | |
8/1/2025 | Envestnet Asset Management Inc. | 2,829,210 | $132.66M | 0.0% | -3.4% | 6.681% | |
7/31/2025 | Schneider Downs Wealth Management Advisors LP | 9,385 | $440K | 0.1% | -50.9% | 0.022% | |
7/31/2025 | Insight Wealth Partners LLC | 102,875 | $4.82M | 1.9% | +1.6% | 0.243% | |
7/30/2025 | Brookstone Capital Management | 518,467 | $24.31M | 0.3% | +3.7% | 1.224% | |
7/30/2025 | Retirement Planning Group LLC | 33,023 | $1.55M | 0.1% | -4.6% | 0.078% | |
7/30/2025 | Cullen Frost Bankers Inc. | 5,952 | $279K | 0.0% | +4.4% | 0.014% | |
7/30/2025 | LGT Financial Advisors LLC | 823 | $39K | 0.1% | -27.6% | 0.002% | |
7/30/2025 | Bogart Wealth LLC | 6,348 | $298K | 0.0% | -10.6% | 0.015% | |
7/30/2025 | Drive Wealth Management LLC | 14,005 | $657K | 0.1% | N/A | 0.033% | |
7/29/2025 | Stratos Wealth Partners LTD. | 9,236 | $433K | 0.0% | -11.8% | 0.022% | |
7/29/2025 | Empirical Asset Management LLC | 7,408 | $347K | 0.1% | +20.8% | 0.017% | |
7/28/2025 | Harbour Investments Inc. | 1,352 | $63K | 0.0% | +49.7% | 0.003% | |
7/28/2025 | RFG Advisory LLC | 24,636 | $1.16M | 0.0% | -17.9% | 0.058% | |
7/28/2025 | Axxcess Wealth Management LLC | 79,007 | $3.71M | 0.1% | +324.4% | 0.187% | |
7/25/2025 | Northwest Capital Management Inc | 913 | $43K | 0.0% | -34.7% | 0.002% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 205,582 | $9.64M | 0.0% | -0.3% | 0.485% | |
7/25/2025 | Total Clarity Wealth Management Inc. | 110,188 | $5.17M | 1.5% | +49.4% | 0.260% | |
7/25/2025 | CWM LLC | 1,699,341 | $79.68M | 0.3% | +0.2% | 4.013% | |
7/25/2025 | Concurrent Investment Advisors LLC | 53,933 | $2.53M | 0.0% | +29.1% | 0.127% | |
7/24/2025 | Williams & Novak LLC | 4,513 | $212K | 0.2% | N/A | 0.011% | |
7/24/2025 | Acima Private Wealth LLC | 207,755 | $9.74M | 3.3% | -9.0% | 0.491% | |
7/24/2025 | IFP Advisors Inc | 68,699 | $3.22M | 0.1% | +157.0% | 0.162% | |
7/24/2025 | Mainstay Capital Management LLC ADV | 15,340 | $719K | 0.0% | +104.0% | 0.036% | |
7/22/2025 | Simplicity Wealth LLC | 78,672 | $3.69M | 0.2% | -52.8% | 0.186% | |
7/22/2025 | USAdvisors Wealth Management LLC | 99,891 | $4.68M | 1.7% | +14.8% | 0.236% | |
7/21/2025 | Ashton Thomas Securities LLC | 102,590 | $4.81M | 1.2% | +55.5% | 0.243% | |
7/18/2025 | Consolidated Portfolio Review Corp | 7,649 | $359K | 0.0% | +15.5% | 0.018% | |
7/18/2025 | Cooper Financial Group | 60,421 | $2.83M | 0.3% | -10.5% | 0.143% | |
7/18/2025 | Truist Financial Corp | 14,062 | $659K | 0.0% | -92.4% | 0.033% | |
7/17/2025 | Janney Montgomery Scott LLC | 21,206 | $994K | 0.0% | +38.5% | 0.050% | |
7/17/2025 | Financial Designs Corp | 16,673 | $782K | 0.5% | -4.9% | 0.040% | |
7/17/2025 | KWB Wealth | 770,147 | $36.14M | 4.1% | -1.2% | 1.825% | |
7/16/2025 | BOS Asset Management LLC | 124,986 | $5.86M | 1.9% | +0.5% | 0.296% | |
7/16/2025 | Perigon Wealth Management LLC | 12,175 | $571K | 0.0% | +3.5% | 0.029% | |
7/15/2025 | Beacon Financial Planning Inc. | 198,553 | $9.31M | 5.2% | -6.2% | 0.471% | |
7/15/2025 | Aspire Capital Advisors LLC | 10,843 | $508K | 0.1% | +144.3% | 0.026% | |
7/15/2025 | RTD Financial Advisors Inc. | 843,410 | $39.55M | 5.1% | -1.0% | 1.999% | |
7/14/2025 | Mechanics Bank Trust Department | 69,541 | $3.26M | 0.5% | -8.3% | 0.165% | |
7/14/2025 | Rooted Wealth Advisors Inc. | 264,347 | $12.32M | 4.3% | +6.3% | 0.626% | |
7/14/2025 | Park Avenue Securities LLC | 41,025 | $1.92M | 0.0% | +14.6% | 0.097% | |
7/14/2025 | Sowell Financial Services LLC | 6,577 | $308K | 0.0% | +19.4% | 0.016% | |
7/11/2025 | Farther Finance Advisors LLC | 5,760 | $270K | 0.0% | +13.5% | 0.014% | |
7/10/2025 | Stewardship Advisors LLC | 245,800 | $11.53M | 2.9% | +0.3% | 0.582% | |
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7/10/2025 | Exchange Traded Concepts LLC | 18,585 | $871K | 0.0% | N/A | 0.044% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 205,289 | $9.60M | 0.0% | -22.6% | 0.486% | |
7/10/2025 | KMG Fiduciary Partners LLC | 310,921 | $14.58M | 1.1% | +3.2% | 0.737% | |
7/10/2025 | Focus Financial Network Inc. | 299,941 | $14.06M | 0.6% | -19.9% | 0.711% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 598,765 | $28.08M | 0.9% | +2.9% | 1.419% | |
7/9/2025 | Fjell Capital LLC | 101,702 | $4.77M | 4.4% | -1.5% | 0.241% | |
7/9/2025 | Channel Wealth LLC | 142,771 | $6.70M | 1.9% | -1.4% | 0.338% | |
7/9/2025 | Sandbox Financial Partners LLC | 73,093 | $3.43M | 1.1% | +2.8% | 0.173% | |
7/2/2025 | Howard Financial Services LTD. | 711,727 | $33.37M | 4.4% | -0.4% | 1.693% | |
6/2/2025 | Integrity Wealth Advisors Inc. | 30,542 | $1.43M | 1.1% | +37.1% | 0.074% | |