8/1/2025 | Austin Private Wealth LLC | 36,658 | $3.57M | 0.3% | +293.3% | 0.043% | |
8/1/2025 | Howard Capital Management Inc. | 248,368 | $24.16M | 0.3% | N/A | 0.291% | |
8/1/2025 | GWN Securities Inc. | 3,426 | $334K | 0.1% | -72.9% | 0.004% | |
8/1/2025 | Rossby Financial LCC | 17,511 | $1.70M | 0.6% | +2,318.6% | 0.021% | |
8/1/2025 | Shilanski & Associates Inc. | 100,853 | $9.81M | 2.8% | +2.8% | 0.118% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 4,207 | $409K | 0.0% | -20.9% | 0.005% | |
8/1/2025 | Envestnet Asset Management Inc. | 2,746,273 | $266.71M | 0.1% | -5.7% | 3.220% | |
7/31/2025 | Conservest Capital Advisors Inc. | 2,087 | $203K | 0.0% | N/A | 0.002% | |
7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 223,000 | $21.69M | 0.0% | +961.9% | 0.261% | |
7/31/2025 | AlTi Global Inc. | 6,046 | $586K | 0.0% | +172.3% | 0.007% | |
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7/31/2025 | Sharper & Granite LLC | 6,066 | $587K | 0.2% | -3.1% | 0.007% | |
7/31/2025 | Prentice Wealth Management LLC | 13,473 | $1.31M | 0.3% | N/A | 0.016% | |
7/30/2025 | First Citizens Bank & Trust Co. | 51,552 | $5.01M | 0.1% | +33.2% | 0.060% | |
7/30/2025 | Roman Butler Fullerton & Co. | 2,439 | $237K | 0.1% | -32.9% | 0.003% | |
7/30/2025 | Strategic Blueprint LLC | 2,209 | $215K | 0.0% | N/A | 0.003% | |
7/30/2025 | Covenant Partners LLC | 8,859 | $862K | 0.3% | -3.2% | 0.010% | |
7/30/2025 | TFB Advisors LLC | 21,972 | $2.14M | 0.6% | +10.3% | 0.026% | |
7/30/2025 | Brookstone Capital Management | 32,663 | $3.18M | 0.0% | +4.9% | 0.038% | |
7/30/2025 | Phillips Financial Management LLC | 21,762 | $2.12M | 0.2% | -2.4% | 0.026% | |
7/30/2025 | D.A. Davidson & CO. | 33,541 | $3.26M | 0.0% | +4.2% | 0.039% | |
7/30/2025 | DecisionMap Wealth Management LLC | 13,006 | $1.27M | 0.9% | -1.4% | 0.015% | |
7/30/2025 | Whittier Trust Co. | 12,276 | $1.19M | 0.0% | -7.6% | 0.014% | |
7/30/2025 | Probity Advisors Inc. | 7,014 | $682K | 0.1% | -2.0% | 0.008% | |
7/30/2025 | Strategic Investment Management LLC | 68,280 | $6.64M | 3.6% | -62.6% | 0.082% | |
7/30/2025 | Lorne Steinberg Wealth Management Inc. | 12,510 | $1.22M | 0.3% | -1.0% | 0.015% | |
7/29/2025 | Stephens Inc. AR | 19,113 | $1.86M | 0.0% | +6.3% | 0.023% | |
7/29/2025 | Balboa Wealth Partners | 4,406 | $429K | 0.1% | +70.8% | 0.005% | |
7/29/2025 | Quotient Wealth Partners LLC | 64,692 | $6.29M | 0.2% | +2.0% | 0.077% | |
7/29/2025 | Stratos Wealth Partners LTD. | 5,456 | $531K | 0.0% | -30.6% | 0.007% | |
7/29/2025 | Private Trust Co. NA | 3,777 | $367K | 0.0% | -28.0% | 0.005% | |
7/29/2025 | Empirical Asset Management LLC | 2,189 | $213K | 0.1% | N/A | 0.003% | |
7/29/2025 | Sincerus Advisory LLC | 15,329 | $1.49M | 1.4% | +3.1% | 0.018% | |
7/28/2025 | Toews Corp ADV | 531,500 | $51.70M | 7.5% | N/A | 0.635% | |
7/28/2025 | Allianz Asset Management GmbH | 225,800 | $21.96M | 0.0% | N/A | 0.270% | |
7/28/2025 | Harbour Investments Inc. | 11,101 | $1.08M | 0.0% | +177.5% | 0.013% | |
7/28/2025 | Harbour Trust & Investment Management Co | 26,310 | $2.56M | 0.3% | +5.0% | 0.031% | |
7/28/2025 | RFG Advisory LLC | 44,605 | $4.34M | 0.1% | -73.2% | 0.053% | |
7/28/2025 | Axxcess Wealth Management LLC | 42,227 | $4.11M | 0.1% | N/A | 0.050% | |
7/25/2025 | Atria Wealth Solutions Inc. | 16,098 | $1.57M | 0.0% | -68.2% | 0.019% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 286,860 | $27.90M | 0.1% | +37.2% | 0.343% | |
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7/25/2025 | Sequoia Financial Advisors LLC | 28,802 | $2.80M | 0.0% | -66.5% | 0.034% | |
7/25/2025 | Concurrent Investment Advisors LLC | 19,128 | $1.86M | 0.0% | -1.0% | 0.023% | |
7/25/2025 | Apollon Financial LLC | 4,471 | $435K | 0.1% | -51.6% | 0.005% | |
7/25/2025 | Apollon Wealth Management LLC | 20,839 | $2.03M | 0.0% | -87.9% | 0.025% | |
7/25/2025 | Richardson Financial Services Inc. | 6,939 | $671K | 0.5% | +63.4% | 0.008% | |
7/24/2025 | KFA Private Wealth Group LLC | 45,990 | $4.47M | 1.4% | -21.8% | 0.055% | |
7/24/2025 | Blair William & Co. IL | 1,154 | $112K | 0.0% | +250.8% | 0.001% | |
7/24/2025 | Edge Financial Advisors LLC | 3,896 | $377K | 0.2% | -20.9% | 0.005% | |
7/24/2025 | Copperwynd Financial LLC | 2,488 | $242K | 0.1% | N/A | 0.003% | |
7/24/2025 | US Bancorp DE | 19,410 | $1.89M | 0.0% | +15.1% | 0.023% | |
7/23/2025 | Vontobel Holding Ltd. | 46,873 | $4.56M | 0.0% | -23.0% | 0.056% | |
7/23/2025 | Peak Financial Management Inc. | 4,177 | $406K | 0.1% | -7.0% | 0.005% | |
7/23/2025 | TI Trust Inc. | 23,996 | $2.33M | 1.6% | +3.1% | 0.029% | |
7/23/2025 | Somnio Financial Group LLC | 91,574 | $8.91M | 6.4% | N/A | 0.110% | |
7/23/2025 | Madden Advisory Services Inc. | 2,201 | $214K | 0.1% | -12.8% | 0.003% | |
7/23/2025 | SGL Investment Advisors Inc. | 9,007 | $868K | 0.4% | +14.3% | 0.011% | |
7/23/2025 | SteelPeak Wealth LLC | 3,298 | $321K | 0.0% | -4.3% | 0.004% | |
7/22/2025 | Berkshire Money Management Inc. | 8,460 | $823K | 0.1% | N/A | 0.010% | |
7/22/2025 | Hillcrest Wealth Advisors NY LLC | 7,298 | $710K | 0.3% | -7.0% | 0.009% | |
7/22/2025 | Simplicity Wealth LLC | 10,929 | $1.06M | 0.0% | -45.5% | 0.013% | |
7/22/2025 | Realta Investment Advisors | 470 | $46K | 0.0% | -23.6% | 0.001% | |
7/22/2025 | Checchi Capital Advisers LLC | 243,634 | $23.70M | 1.3% | +1.0% | 0.293% | |
7/22/2025 | 4Thought Financial Group Inc. | 3,211 | $312K | 0.2% | -3.3% | 0.004% | |
7/21/2025 | Ameriflex Group Inc. | 787 | $76K | 0.0% | +106.0% | 0.001% | |
7/21/2025 | Single Point Partners LLC | 4,370 | $425K | 0.1% | -19.3% | 0.005% | |
7/21/2025 | Ascent Group LLC | 14,322 | $1.39M | 0.1% | +19.7% | 0.017% | |
7/21/2025 | Ameritas Advisory Services LLC | 619 | $60K | 0.0% | N/A | 0.001% | |
7/21/2025 | Sterling Investment Counsel LLC | 3,281 | $319K | 0.2% | -19.8% | 0.004% | |
7/21/2025 | Sovereign Investment Advisors LLC | 47,190 | $4.59M | 1.3% | +8.7% | 0.057% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 98,000 | $9.53M | 0.0% | +24.1% | 0.118% | |
7/18/2025 | Pure Financial Advisors LLC | 11,438 | $1.11M | 0.0% | +1.2% | 0.014% | |
7/18/2025 | Woodward Diversified Capital LLC | 4,785 | $465K | 0.2% | -11.3% | 0.006% | |
7/18/2025 | Precision Wealth Strategies LLC | 49,159 | $4.78M | 1.6% | N/A | 0.059% | |
7/18/2025 | Consolidated Portfolio Review Corp | 6,084 | $592K | 0.1% | N/A | 0.007% | |
7/18/2025 | Truist Financial Corp | 50,632 | $4.93M | 0.0% | -30.8% | 0.061% | |
7/18/2025 | Lockerman Financial Group Inc. | 6,081 | $591K | 0.8% | +131.8% | 0.007% | |
7/17/2025 | Trivium Point Advisory LLC | 4,636 | $451K | 0.0% | -38.3% | 0.006% | |
7/17/2025 | Centennial Wealth Advisory LLC | 5,156 | $502K | 0.2% | +120.7% | 0.006% | |
7/17/2025 | Raleigh Capital Management Inc. | 20,569 | $2.00M | 0.8% | +157.8% | 0.025% | |
7/17/2025 | Janney Montgomery Scott LLC | 5,231 | $509K | 0.0% | -8.6% | 0.006% | |
7/17/2025 | Fifth Third Securities Inc. | 16,968 | $1.65M | 0.1% | -11.0% | 0.020% | |
7/17/2025 | Sound Income Strategies LLC | 60,789 | $5.91M | 0.3% | -32.5% | 0.073% | |
7/17/2025 | Global Trust Asset Management LLC | 3,258 | $317K | 0.2% | -26.1% | 0.004% | |
7/17/2025 | Symmetry Partners LLC | 115,678 | $11.25M | 1.4% | +19.2% | 0.140% | |
7/17/2025 | Beacon Capital Management LLC | 577 | $56K | 0.0% | N/A | 0.001% | |
7/17/2025 | Tritonpoint Wealth LLC | 2,563 | $249K | 0.0% | -8.7% | 0.003% | |
7/16/2025 | Perigon Wealth Management LLC | 10,715 | $1.04M | 0.0% | -1.9% | 0.013% | |
7/15/2025 | TD Private Client Wealth LLC | 7,745 | $753K | 0.0% | +47.3% | 0.009% | |
7/15/2025 | Accurate Wealth Management LLC | 2,113 | $204K | 0.0% | N/A | 0.003% | |
7/15/2025 | Axis Wealth Partners LLC | 2,706 | $263K | 0.2% | -4.9% | 0.003% | |
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7/15/2025 | Compagnie Lombard Odier SCmA | 10,561 | $1.03M | 0.0% | -18.2% | 0.013% | |
7/14/2025 | Counterpoint Mutual Funds LLC | 472,367 | $45.95M | 4.1% | N/A | 0.570% | |
7/14/2025 | Wealth Advisory Solutions LLC | 4,857 | $472K | 0.1% | +7.7% | 0.006% | |
7/14/2025 | Capital CS Group LLC | 10,939 | $1.06M | 1.7% | -7.7% | 0.013% | |
7/14/2025 | BlueSky Wealth Advisors LLC | 30,075 | $2.93M | 0.4% | +1.6% | 0.036% | |
7/14/2025 | Iams Wealth Management LLC | 3,451 | $336K | 0.2% | N/A | 0.004% | |
7/14/2025 | Park Avenue Securities LLC | 126,737 | $12.33M | 0.1% | +9.4% | 0.153% | |
7/14/2025 | Sowell Financial Services LLC | 19,233 | $1.87M | 0.1% | +7.2% | 0.023% | |
7/11/2025 | Farther Finance Advisors LLC | 48,062 | $4.68M | 0.1% | +26.4% | 0.058% | |
7/11/2025 | Windsor Capital Management LLC | 48,681 | $4.74M | 1.4% | -3.0% | 0.059% | |