8/1/2025 | Anson Capital Inc. | 43,666 | $1.38M | 1.1% | -6.3% | 0.026% | |
8/1/2025 | Wealth Watch Advisors INC | 24,774 | $781K | 0.5% | N/A | 0.015% | |
8/1/2025 | Envestnet Asset Management Inc. | 988,980 | $31.19M | 0.0% | -2.2% | 0.596% | |
7/31/2025 | Resonant Capital Advisors LLC | 54,675 | $1.72M | 0.1% | -0.8% | 0.033% | |
7/31/2025 | Leavell Investment Management Inc. | 12,140 | $383K | 0.0% | +64.6% | 0.007% | |
7/31/2025 | B & T Capital Management DBA Alpha Capital Management | 8,443 | $266K | 0.0% | -19.2% | 0.005% | |
7/31/2025 | Fielder Capital Group LLC | 33,012 | $1.04M | 0.3% | -6.8% | 0.020% | |
7/31/2025 | Leelyn Smith LLC | 14,736 | $465K | 0.1% | -4.3% | 0.009% | |
7/30/2025 | Roman Butler Fullerton & Co. | 26,767 | $853K | 0.3% | +55.7% | 0.016% | |
7/30/2025 | Capital Wealth Alliance LLC | 10,553 | $333K | 0.2% | -3.6% | 0.006% | |
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7/30/2025 | Freedom Investment Management Inc. | 406,217 | $12.81M | 1.0% | -10.9% | 0.245% | |
7/30/2025 | White Lighthouse Investment Management Inc. | 35,574 | $1.12M | 0.2% | -8.5% | 0.021% | |
7/30/2025 | BCM Advisors LLC | 198,699 | $6.30M | 1.3% | +1.4% | 0.120% | |
7/30/2025 | Brookstone Capital Management | 85,352 | $2.69M | 0.0% | -7.1% | 0.051% | |
7/30/2025 | D.A. Davidson & CO. | 14,124 | $445K | 0.0% | -4.3% | 0.009% | |
7/30/2025 | Legacy Wealth Asset Management LLC | 57,175 | $1.80M | 0.5% | +4.7% | 0.034% | |
7/30/2025 | Towneley Capital Management Inc DE | 630,146 | $19.88M | 4.6% | -14.7% | 0.380% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 20,950 | $661K | 0.0% | -11.6% | 0.013% | |
7/30/2025 | Crewe Advisors LLC | 864 | $27K | 0.0% | N/A | 0.001% | |
7/29/2025 | Balboa Wealth Partners | 28,527 | $900K | 0.2% | +10.8% | 0.017% | |
7/29/2025 | Swan Global Investments LLC | 33,097 | $1.04M | 0.0% | +10.0% | 0.020% | |
7/29/2025 | Koshinski Asset Management Inc. | 10,151 | $320K | 0.0% | -3.8% | 0.006% | |
7/29/2025 | Empirical Asset Management LLC | 197,065 | $6.22M | 1.9% | +1.1% | 0.119% | |
7/28/2025 | WealthPlan Investment Management LLC | 13,783 | $435K | 0.0% | N/A | 0.008% | |
7/28/2025 | Mutual Advisors LLC | 69,107 | $2.20M | 0.1% | -2.3% | 0.042% | |
7/28/2025 | Harbour Investments Inc. | 124,046 | $3.91M | 0.1% | -3.9% | 0.075% | |
7/28/2025 | Penbrook Management LLC | 11,715 | $369K | 0.3% | -23.6% | 0.007% | |
7/25/2025 | Priebe Wealth Holdings LLC | 34,400 | $1.09M | 0.9% | +13.5% | 0.021% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 11,496 | $363K | 0.0% | -88.9% | 0.007% | |
7/25/2025 | Almanack Investment Partners LLC. | 793,755 | $25.04M | 4.0% | +4.6% | 0.479% | |
7/25/2025 | CWM LLC | 425,756 | $13.43M | 0.0% | -8.6% | 0.257% | |
7/25/2025 | Concurrent Investment Advisors LLC | 21,552 | $680K | 0.0% | +80.3% | 0.013% | |
7/24/2025 | Trust Co. of Toledo NA OH | 37,221 | $1.17M | 0.1% | -12.7% | 0.022% | |
7/24/2025 | Blue Trust Inc. | 445,815 | $14.06M | 0.2% | -11.3% | 0.269% | |
7/24/2025 | Stonebridge Financial Group LLC | 391,121 | $12.34M | 1.2% | -9.7% | 0.236% | |
7/24/2025 | IFP Advisors Inc | 50,965 | $1.61M | 0.0% | -6.0% | 0.031% | |
7/24/2025 | US Bancorp DE | 268,596 | $8.47M | 0.0% | -1.0% | 0.162% | |
7/23/2025 | Capital Management Associates Inc | 338,375 | $10.67M | 3.4% | -1.6% | 0.204% | |
7/23/2025 | Narwhal Capital Management | 117,976 | $3.72M | 0.3% | -1.8% | 0.071% | |
7/23/2025 | Pure Portfolios Holdings LLC | 1,011,270 | $31.90M | 10.8% | -5.7% | 0.610% | |
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7/23/2025 | Madden Advisory Services Inc. | 20,848 | $658K | 0.3% | -3.6% | 0.013% | |
7/23/2025 | Ameliora Wealth Management Ltd. | 513,662 | $16.20M | 5.8% | +18.9% | 0.310% | |
7/23/2025 | Foresight Capital Management Advisors Inc. | 64,312 | $2.03M | 1.2% | +50.8% | 0.039% | |
7/22/2025 | Belpointe Asset Management LLC | 30,750 | $970K | 0.0% | +7.0% | 0.019% | |
7/22/2025 | Valeo Financial Advisors LLC | 11,236 | $354K | 0.0% | -27.0% | 0.007% | |
7/22/2025 | Global Assets Advisory LLC | 72,545 | $2.31M | 0.9% | -51.1% | 0.044% | |
7/22/2025 | Merit Financial Group LLC | 375,728 | $11.85M | 0.1% | -0.7% | 0.227% | |
7/22/2025 | Elevate Capital Advisors LLC | 47,816 | $1.51M | 1.2% | +43.3% | 0.029% | |
7/21/2025 | Jackson Wealth Management LLC | 7,507 | $237K | 0.0% | N/A | 0.005% | |
7/21/2025 | Ameritas Advisory Services LLC | 900 | $28K | 0.0% | N/A | 0.001% | |
7/21/2025 | Asset Advisors Investment Management LLC | 15,000 | $473K | 0.0% | -3.7% | 0.009% | |
7/21/2025 | Pacific Financial Group Inc. | 23,059 | $727K | 0.6% | -7.4% | 0.014% | |
7/21/2025 | Matauro LLC | 79,881 | $2.52M | 0.5% | -3.5% | 0.048% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 524,550 | $16.54M | 0.1% | +22.9% | 0.318% | |
7/18/2025 | Warren Street Wealth Advisors LLC | 29,190 | $921K | 0.3% | -12.7% | 0.018% | |
7/18/2025 | Vicus Capital | 10,458 | $330K | 0.0% | +16.3% | 0.006% | |
7/18/2025 | Newman Dignan & Sheerar Inc. | 418,637 | $13.20M | 3.0% | -4.4% | 0.254% | |
7/18/2025 | Northeast Financial Group Inc. | 8,804 | $278K | 0.1% | -42.5% | 0.005% | |
7/18/2025 | PFG Investments LLC | 23,888 | $753K | 0.0% | -7.4% | 0.014% | |
7/17/2025 | HB Wealth Management LLC | 22,710 | $716K | 0.0% | -27.8% | 0.014% | |
7/17/2025 | Janney Montgomery Scott LLC | 21,811 | $688K | 0.0% | +12.9% | 0.013% | |
7/17/2025 | Wolff Wiese Magana LLC | 24,020 | $758K | 0.5% | -70.7% | 0.015% | |
7/17/2025 | Alpine Bank Wealth Management | 14,000 | $442K | 0.1% | N/A | 0.008% | |
7/17/2025 | Financial Designs Corp | 12,593 | $397K | 0.2% | -3.6% | 0.008% | |
7/16/2025 | West Branch Capital LLC | 10,859 | $342K | 0.1% | -3.5% | 0.007% | |
7/16/2025 | Advisors Management Group Inc. ADV | 474,842 | $14.98M | 2.8% | -1.1% | 0.288% | |
7/16/2025 | Investment Partners Asset Management Inc. | 50,197 | $1.58M | 1.1% | +5.6% | 0.030% | |
7/16/2025 | True North Advisors LLC | 81,365 | $2.57M | 0.5% | -9.5% | 0.049% | |
7/16/2025 | Southern Capital Advisors LLC | 6,400 | $202K | 0.1% | N/A | 0.004% | |
7/16/2025 | BOS Asset Management LLC | 71,097 | $2.24M | 0.7% | -2.1% | 0.043% | |
7/16/2025 | Beaumont Financial Advisors LLC | 16,175 | $510K | 0.0% | -5.0% | 0.010% | |
7/16/2025 | A. D. Beadell Investment Counsel Inc. | 76,250 | $2.40M | 1.8% | -2.4% | 0.046% | |
7/16/2025 | Perigon Wealth Management LLC | 24,464 | $772K | 0.0% | -54.8% | 0.015% | |
7/16/2025 | Castleview Partners LLC | 22,360 | $705K | 0.5% | +22.9% | 0.014% | |
7/15/2025 | Mather Group LLC. | 44,197 | $1.39M | 0.0% | -1.7% | 0.027% | |
7/15/2025 | Main Street Group LTD | 2,345 | $74K | 0.0% | +96.2% | 0.001% | |
7/15/2025 | Bfsg LLC | 506,781 | $15.98M | 1.8% | +26.9% | 0.308% | |
7/14/2025 | Stapp Wealth Management Pllc | 43,128 | $1.36M | 2.0% | -80.4% | 0.026% | |
7/14/2025 | Sowell Financial Services LLC | 71,029 | $2.24M | 0.1% | +1.2% | 0.043% | |
7/11/2025 | Farther Finance Advisors LLC | 5,965 | $188K | 0.0% | +74.4% | 0.004% | |
7/11/2025 | Silver Oak Securities Incorporated | 47,652 | $1.50M | 0.1% | -19.0% | 0.029% | |
7/11/2025 | UMB Bank n.a. | 1,303 | $41K | 0.0% | N/A | 0.001% | |
7/11/2025 | SeaCrest Wealth Management LLC | 7,256 | $229K | 0.0% | -5.8% | 0.004% | |
7/10/2025 | Worth Asset Management LLC | 144,247 | $4.55M | 2.2% | +12.5% | 0.088% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 134,937 | $4.29M | 0.0% | -0.4% | 0.082% | |
7/10/2025 | Capital Advisory Group Advisory Services LLC | 91,019 | $2.87M | 1.0% | +0.8% | 0.055% | |
7/10/2025 | Focus Financial Network Inc. | 316,907 | $10.00M | 0.4% | +2.2% | 0.192% | |
7/9/2025 | Fragasso Financial Advisors Inc | 28,006 | $883K | 0.1% | +5.9% | 0.017% | |
7/9/2025 | Fiduciary Alliance LLC | 216,523 | $6.83M | 0.5% | -4.8% | 0.131% | |
7/9/2025 | Key Client Fiduciary Advisors LLC | 12,182 | $384K | 0.2% | +3.6% | 0.007% | |
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7/7/2025 | Upper Left Wealth Management LLC | 16,900 | $533K | 0.4% | -16.0% | 0.010% | |
7/7/2025 | Hedges Asset Management LLC | 8,000 | $252K | 0.2% | -20.0% | 0.005% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 1,825 | $58K | 0.0% | +217.4% | 0.001% | |
7/3/2025 | Fiduciary Financial Group LLC | 80,061 | $2.55M | 0.5% | -3.6% | 0.049% | |
7/3/2025 | City Center Advisors LLC | 12,493 | $394K | 0.4% | -24.8% | 0.008% | |
6/2/2025 | Modern Wealth Management LLC | 7,675 | $229K | 0.0% | -6.0% | 0.005% | |
5/27/2025 | Iron Gate Global Advisors LLC | 7,328 | $219K | 0.0% | N/A | 0.004% | |
5/20/2025 | Belpointe Asset Management LLC | 28,734 | $857K | 0.0% | +10.9% | 0.017% | |
5/20/2025 | Focus Partners Wealth | 98,243 | $2.93M | 0.0% | -1.5% | 0.060% | |
5/19/2025 | Jane Street Group LLC | 154,673 | $4.61M | 0.0% | -47.6% | 0.094% | |