8/1/2025 | Oarsman Capital Inc. | 29,295 | $1.84M | 0.3% | +6.0% | 0.069% | |
8/1/2025 | Anson Capital Inc. | 11,948 | $749K | 0.6% | -13.7% | 0.028% | |
8/1/2025 | Advisory Alpha LLC | 396,663 | $24.86M | 0.8% | +4.3% | 0.939% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 8,733 | $547K | 0.0% | +131.4% | 0.021% | |
8/1/2025 | Pasadena Private Wealth LLC | 7,356 | $461K | 0.1% | +27.4% | 0.017% | |
8/1/2025 | Envestnet Asset Management Inc. | 348,772 | $21.85M | 0.0% | -16.2% | 0.826% | |
7/31/2025 | Leavell Investment Management Inc. | 52,858 | $3.31M | 0.1% | +16.1% | 0.125% | |
7/31/2025 | Rational Advisors Inc. | 817,266 | $51.21M | 5.1% | -0.9% | 1.934% | |
7/31/2025 | Fielder Capital Group LLC | 13,096 | $821K | 0.2% | -11.0% | 0.031% | |
7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 90,581 | $5.68M | 0.0% | +7.1% | 0.214% | |
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7/31/2025 | GenTrust LLC | 285,235 | $17.87M | 0.8% | -7.3% | 0.675% | |
7/31/2025 | Briaud Financial Planning Inc | 466 | $29K | 0.0% | +1,270.6% | 0.001% | |
7/30/2025 | Bleakley Financial Group LLC | 16,735 | $1.05M | 0.0% | +52.8% | 0.040% | |
7/30/2025 | Steel Grove Capital Advisors LLC | 8,185 | $513K | 0.1% | +11.2% | 0.019% | |
7/30/2025 | Private Capital Advisors Inc. | 8,500 | $533K | 0.1% | +6.3% | 0.020% | |
7/30/2025 | D.A. Davidson & CO. | 7,423 | $465K | 0.0% | -12.9% | 0.018% | |
7/30/2025 | Cullen Frost Bankers Inc. | 3,415 | $214K | 0.0% | +267.6% | 0.008% | |
7/29/2025 | Foster & Motley Inc. | 10,023 | $628K | 0.0% | -4.0% | 0.024% | |
7/29/2025 | Stratos Wealth Partners LTD. | 22,556 | $1.41M | 0.0% | +16.9% | 0.053% | |
7/29/2025 | Stratos Wealth Advisors LLC | 125,128 | $7.84M | 0.4% | +1.0% | 0.296% | |
7/29/2025 | Private Trust Co. NA | 2,463 | $154K | 0.0% | -7.8% | 0.006% | |
7/29/2025 | Vectors Research Management LLC | 49,411 | $3.10M | 1.1% | N/A | 0.117% | |
7/29/2025 | Sage Private Wealth Group LLC | 175,687 | $11.01M | 7.1% | N/A | 0.416% | |
7/28/2025 | Wealthspan Partners LLC | 17,977 | $1.13M | 0.5% | +5.0% | 0.043% | |
7/28/2025 | Mission Hills Financial Advisory LLC | 3,326 | $208K | 0.1% | N/A | 0.008% | |
7/28/2025 | Essex LLC | 56,680 | $3.55M | 0.7% | -2.4% | 0.134% | |
7/28/2025 | J.Safra Asset Management Corp | 7,555 | $472K | 0.0% | N/A | 0.018% | |
7/28/2025 | Courier Capital LLC | 29,011 | $1.82M | 0.1% | N/A | 0.069% | |
7/28/2025 | RFG Advisory LLC | 12,231 | $766K | 0.0% | +61.7% | 0.029% | |
7/28/2025 | Naviter Wealth LLC | 54,894 | $3.44M | 0.4% | +1,321.0% | 0.130% | |
7/28/2025 | Axxcess Wealth Management LLC | 23,213 | $1.46M | 0.0% | -12.9% | 0.055% | |
7/25/2025 | Atria Wealth Solutions Inc. | 7,569 | $474K | 0.0% | -86.9% | 0.018% | |
7/25/2025 | MGO One Seven LLC | 3,975 | $249K | 0.0% | N/A | 0.009% | |
7/25/2025 | Concurrent Investment Advisors LLC | 14,231 | $892K | 0.0% | N/A | 0.034% | |
7/25/2025 | Apollon Wealth Management LLC | 106,521 | $6.68M | 0.1% | +247.1% | 0.252% | |
7/24/2025 | IFP Advisors Inc | 722 | $45K | 0.0% | +35.5% | 0.002% | |
7/24/2025 | Blair William & Co. IL | 4,805 | $301K | 0.0% | -12.1% | 0.011% | |
7/24/2025 | Capital Advisors Ltd. LLC | 20,773 | $1.30M | 0.2% | +9.8% | 0.049% | |
7/24/2025 | Edge Financial Advisors LLC | 4,428 | $277K | 0.1% | N/A | 0.010% | |
7/23/2025 | Fortis Advisors LLC | 89,681 | $5.62M | 3.6% | +0.4% | 0.212% | |
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7/23/2025 | Spectrum Asset Management Inc. NB CA | 38,530 | $2.41M | 1.0% | N/A | 0.091% | |
7/23/2025 | Sax Wealth Advisors LLC | 4,005 | $251K | 0.0% | -21.3% | 0.009% | |
7/23/2025 | Venturi Wealth Management LLC | 33,006 | $2.07M | 0.1% | -2.9% | 0.078% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 3,303 | $207K | 0.0% | -51.4% | 0.008% | |
7/23/2025 | Sunbeam Capital Management LLC | 11,497 | $720K | 0.5% | N/A | 0.027% | |
7/23/2025 | Country Club Bank | 3,565 | $223K | 0.0% | -5.0% | 0.008% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 26,597 | $1.67M | 0.0% | +3.6% | 0.063% | |
7/22/2025 | MGO Private Wealth LLC | 18,537 | $1.16M | 0.7% | +1.0% | 0.044% | |
7/21/2025 | Curran Financial Partners LLC | 250,390 | $15.69M | 3.5% | +3.7% | 0.593% | |
7/21/2025 | Ameritas Advisory Services LLC | 2,039 | $128K | 0.0% | N/A | 0.005% | |
7/21/2025 | Trinity Legacy Partners LLC | 73,923 | $4.52M | 1.1% | +0.7% | 0.175% | |
7/21/2025 | Sageworth Trust Co | 80,763 | $5.06M | 0.3% | -45.6% | 0.191% | |
7/18/2025 | Naples Global Advisors LLC | 39,092 | $2.45M | 0.2% | +0.8% | 0.093% | |
7/18/2025 | Truist Financial Corp | 17,517 | $1.10M | 0.0% | +9.8% | 0.041% | |
7/17/2025 | Janney Montgomery Scott LLC | 11,079 | $694K | 0.0% | +20.9% | 0.026% | |
7/17/2025 | Fifth Third Securities Inc. | 27,036 | $1.69M | 0.1% | +7.8% | 0.064% | |
7/17/2025 | Sonora Investment Management Group LLC | 4,335 | $272K | 0.0% | +8.0% | 0.010% | |
7/16/2025 | Old Port Advisors | 72,851 | $4.57M | 1.2% | +0.9% | 0.172% | |
7/16/2025 | Embree Financial Group | 16,743 | $1.05M | 0.2% | +4.4% | 0.040% | |
7/16/2025 | Owen LaRue LLC | 8,106 | $508K | 0.2% | -36.0% | 0.019% | |
7/16/2025 | Morangie Management LLC | 22,558 | $1.41M | 1.2% | N/A | 0.053% | |
7/15/2025 | LVZ Inc. | 10,382 | $651K | 0.1% | +10.9% | 0.025% | |
7/15/2025 | Financial Partners Group Inc | 32,016 | $2.01M | 0.3% | -4.0% | 0.076% | |
7/14/2025 | Seascape Capital Management | 75,416 | $4.73M | 1.5% | +0.9% | 0.178% | |
7/14/2025 | Rooted Wealth Advisors Inc. | 31,304 | $1.92M | 0.7% | +14.2% | 0.074% | |
7/14/2025 | Park Avenue Securities LLC | 30,526 | $1.91M | 0.0% | +39.3% | 0.072% | |
7/11/2025 | Silver Oak Securities Incorporated | 19,864 | $1.25M | 0.1% | +22.4% | 0.047% | |
7/11/2025 | SeaCrest Wealth Management LLC | 49,605 | $3.11M | 0.3% | -1.1% | 0.117% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 46,203 | $2.86M | 0.0% | +2.4% | 0.109% | |
7/10/2025 | KMG Fiduciary Partners LLC | 50,500 | $3.16M | 0.2% | +1.6% | 0.119% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 71,441 | $4.48M | 0.1% | +7.3% | 0.168% | |
7/9/2025 | Fermata Advisors LLC | 16,456 | $1.03M | 0.3% | N/A | 0.039% | |
7/9/2025 | Fiduciary Alliance LLC | 98,587 | $6.18M | 0.5% | +3.6% | 0.232% | |
7/9/2025 | Key Client Fiduciary Advisors LLC | 48,720 | $3.05M | 1.2% | +3.9% | 0.115% | |
7/9/2025 | Presidio Capital Management LLC | 181,914 | $11.40M | 4.4% | +5.8% | 0.429% | |
7/9/2025 | WealthCare Investment Partners LLC | 44,689 | $2.76M | 1.0% | +18.9% | 0.105% | |
7/8/2025 | Northstar Advisory Group LLC | 14,424 | $904K | 0.4% | -31.8% | 0.034% | |
7/8/2025 | Parallel Advisors LLC | 19,360 | $1.21M | 0.0% | +633.6% | 0.046% | |
7/7/2025 | Investors Research Corp | 25,279 | $1.58M | 0.3% | -0.7% | 0.059% | |
7/7/2025 | Teamwork Financial Advisors LLC | 35,413 | $2.22M | 0.3% | -86.8% | 0.083% | |
7/7/2025 | Somerset Trust Co | 4,307 | $270K | 0.1% | +7.5% | 0.010% | |
7/7/2025 | Nova Wealth Management Inc. | 11,658 | $730K | 0.5% | +299.4% | 0.027% | |
7/2/2025 | HBW Advisory Services LLC | 36,485 | $2.29M | 0.3% | +52.2% | 0.085% | |
6/27/2025 | Goldman Sachs Group Inc. | 3,406 | $217K | 0.0% | N/A | 0.008% | |
5/29/2025 | Nova Wealth Management Inc. | 2,919 | $186K | 0.2% | N/A | 0.007% | |
5/21/2025 | Geneos Wealth Management Inc. | 6,914 | $441K | 0.0% | N/A | 0.016% | |
5/20/2025 | Belpointe Asset Management LLC | 30,507 | $1.95M | 0.1% | N/A | 0.072% | |
5/20/2025 | Focus Partners Wealth | 183,585 | $11.72M | 0.0% | -2.8% | 0.431% | |
5/19/2025 | Advisory Alpha LLC | 380,177 | $24.26M | 0.8% | +11,228.3% | 0.893% | |
5/16/2025 | Goldman Sachs Group Inc. | 3,406 | $217K | 0.0% | N/A | 0.008% | |
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5/16/2025 | Jones Financial Companies Lllp | 750 | $48K | 0.0% | -96.7% | 0.002% | |
5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 175,370 | $11.19M | 0.0% | +16.6% | 0.412% | |
5/16/2025 | Advisors Asset Management Inc. | 58,205 | $3.71M | 0.1% | +103.2% | 0.137% | |
5/15/2025 | EP Wealth Advisors LLC | 9,431 | $602K | 0.0% | +4.4% | 0.022% | |
5/15/2025 | Royal Bank of Canada | 733,209 | $46.79M | 0.0% | -10.9% | 1.723% | |
5/15/2025 | MAI Capital Management | 197,701 | $12.62M | 0.1% | +0.7% | 0.465% | |
5/15/2025 | Baird Financial Group Inc. | 285,772 | $18.24M | 0.0% | +94.7% | 0.672% | |
5/15/2025 | Evergreen Capital Management LLC | 157,148 | $10.03M | 0.3% | -62.6% | 0.369% | |
5/15/2025 | Oarsman Capital Inc. | 27,638 | $1.76M | 0.3% | +5.0% | 0.065% | |
5/14/2025 | Transamerica Financial Advisors LLC | 28,451 | $1.82M | 0.2% | +1.8% | 0.067% | |