8/1/2025 | Motco | 332,940 | $8.74M | 0.8% | +10.8% | 0.078% | |
8/1/2025 | Fire Capital Management LLC | 52,012 | $1.38M | 0.9% | N/A | 0.012% | |
8/1/2025 | Austin Private Wealth LLC | 284,005 | $7.55M | 0.6% | +86.9% | 0.066% | |
8/1/2025 | Strategic Financial Services Inc. | 74,354 | $1.98M | 0.1% | -76.9% | 0.017% | |
8/1/2025 | Boyd Watterson Asset Management LLC OH | 5,815 | $155K | 0.0% | -15.6% | 0.001% | |
8/1/2025 | Clark Asset Management LLC | 16,609 | $441K | 0.1% | +7.9% | 0.004% | |
8/1/2025 | Petra Financial Advisors Inc. | 74,065 | $1.97M | 1.2% | -0.7% | 0.017% | |
8/1/2025 | Advisory Alpha LLC | 1,011,581 | $26.89M | 0.8% | -1.7% | 0.236% | |
8/1/2025 | Envestnet Asset Management Inc. | 8,804,916 | $234.03M | 0.1% | -47.3% | 2.051% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 80,201 | $2.13M | 0.0% | -55.4% | 0.019% | |
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7/31/2025 | Hobart Private Capital LLC | 254,682 | $6.77M | 1.5% | +47.0% | 0.059% | |
7/31/2025 | GLOBALT Investments LLC GA | 5,284,036 | $140.45M | 5.4% | -2.8% | 1.231% | |
7/31/2025 | CAP Partners LLC | 31,147 | $828K | 0.5% | +19.8% | 0.007% | |
7/30/2025 | BCM Advisors LLC | 189,913 | $5M | 1.1% | +1.4% | 0.044% | |
7/30/2025 | TFB Advisors LLC | 9,310 | $247K | 0.1% | +8.2% | 0.002% | |
7/30/2025 | Brookstone Capital Management | 11,512 | $306K | 0.0% | -13.9% | 0.003% | |
7/30/2025 | Citizens & Northern Corp | 30,543 | $812K | 0.2% | -2.8% | 0.007% | |
7/30/2025 | Studio Investment Management LLC | 18,216 | $484K | 0.1% | N/A | 0.004% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 238,691 | $6.34M | 0.3% | +5.1% | 0.056% | |
7/29/2025 | FLC Capital Advisors | 564,587 | $15.01M | 3.1% | N/A | 0.132% | |
7/29/2025 | Goldstein Advisors LLC | 28,154 | $748K | 0.1% | N/A | 0.007% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 61,268 | $1.63M | 0.0% | -31.6% | 0.014% | |
7/29/2025 | Koshinski Asset Management Inc. | 91,021 | $2.42M | 0.2% | -6.7% | 0.021% | |
7/29/2025 | Robinson Value Management Ltd. | 164,489 | $4.37M | 2.7% | -28.8% | 0.038% | |
7/29/2025 | Stratos Wealth Partners LTD. | 168,941 | $4.49M | 0.1% | +3.0% | 0.039% | |
7/29/2025 | Stratos Wealth Advisors LLC | 303,891 | $8.08M | 0.4% | -24.3% | 0.071% | |
7/29/2025 | Private Trust Co. NA | 24,577 | $653K | 0.1% | -19.1% | 0.006% | |
7/29/2025 | Latitude Advisors LLC | 9,025 | $240K | 0.1% | N/A | 0.002% | |
7/28/2025 | Mutual Advisors LLC | 369,692 | $9.65M | 0.2% | +12.8% | 0.086% | |
7/28/2025 | Harbour Investments Inc. | 47,397 | $1.26M | 0.0% | +54.4% | 0.011% | |
7/28/2025 | RFG Advisory LLC | 1,078,211 | $28.66M | 0.7% | -58.6% | 0.251% | |
7/28/2025 | Axxcess Wealth Management LLC | 35,122 | $934K | 0.0% | +205.1% | 0.008% | |
7/25/2025 | Atria Wealth Solutions Inc. | 81,340 | $2.16M | 0.0% | -68.7% | 0.019% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 849,048 | $22.57M | 0.1% | -38.0% | 0.198% | |
7/25/2025 | Astoria Portfolio Advisors LLC. | 209,143 | $5.43M | 1.5% | +9.9% | 0.049% | |
7/25/2025 | Integrated Capital Management Inc. | 72,311 | $1.92M | 1.5% | +23.9% | 0.017% | |
7/25/2025 | MGO One Seven LLC | 8,019 | $213K | 0.0% | -88.1% | 0.002% | |
7/25/2025 | Genesee Capital Advisors LLC | 111,789 | $2.97M | 1.3% | +0.4% | 0.026% | |
7/25/2025 | CWM LLC | 2,457,622 | $65.32M | 0.2% | -0.4% | 0.572% | |
7/25/2025 | Hobbs Group Advisors LLC | 204,498 | $5.44M | 1.9% | +340.0% | 0.048% | |
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7/25/2025 | Concurrent Investment Advisors LLC | 12,440 | $331K | 0.0% | N/A | 0.003% | |
7/25/2025 | R. W. Roge & Company Inc. | 11,622 | $308K | 0.2% | -98.2% | 0.003% | |
7/25/2025 | Richardson Financial Services Inc. | 27,760 | $736K | 0.5% | +6.0% | 0.006% | |
7/24/2025 | Drucker Wealth 3.0 LLC | 32,512 | $852K | 0.2% | N/A | 0.008% | |
7/24/2025 | Blue Trust Inc. | 1,553 | $41K | 0.0% | +1,379.0% | 0.000% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 335,882 | $8.93M | 0.3% | +104.3% | 0.078% | |
7/24/2025 | Beacon Bridge Wealth Partners LLC | 103,897 | $2.76M | 1.1% | +18.9% | 0.024% | |
7/24/2025 | MA Private Wealth | 619,202 | $16.46M | 2.9% | +73.9% | 0.144% | |
7/23/2025 | Columbus Macro LLC | 275,075 | $7.31M | 0.9% | +52.5% | 0.064% | |
7/23/2025 | Clear Creek Financial Management LLC | 13,193 | $351K | 0.0% | -51.6% | 0.003% | |
7/23/2025 | Detalus Advisors LLC | 189,516 | $5.04M | 1.5% | +9.3% | 0.044% | |
7/23/2025 | Lansing Street Advisors | 48,411 | $1.29M | 0.4% | -1.7% | 0.011% | |
7/23/2025 | True Vision MN LLC | 24,050 | $639K | 0.4% | -5.3% | 0.006% | |
7/23/2025 | Motiv8 Investments LLC | 100,870 | $2.68M | 1.6% | +3.2% | 0.023% | |
7/22/2025 | Red Tortoise LLC | 78,003 | $2.07M | 1.0% | -9.4% | 0.018% | |
7/22/2025 | Simplicity Wealth LLC | 165,764 | $4.41M | 0.2% | +285.7% | 0.039% | |
7/22/2025 | Private Wealth Group LLC | 22,690 | $603K | 0.3% | -34.1% | 0.005% | |
7/22/2025 | Realta Investment Advisors | 2,103 | $56K | 0.0% | +55.4% | 0.000% | |
7/22/2025 | Checchi Capital Advisers LLC | 731,146 | $19.43M | 1.1% | -21.6% | 0.170% | |
7/21/2025 | Impact Investors Inc | 688,286 | $18.30M | 12.9% | +10.7% | 0.160% | |
7/21/2025 | Ascent Group LLC | 1,026,965 | $27.30M | 1.1% | +85.7% | 0.239% | |
7/21/2025 | 25 LLC | 67,492 | $1.79M | 0.7% | +1.2% | 0.016% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 6,724,257 | $178.73M | 0.6% | +6.9% | 1.566% | |
7/18/2025 | Northeast Financial Group Inc. | 9,931 | $264K | 0.1% | -14.2% | 0.002% | |
7/18/2025 | Truist Financial Corp | 1,111,730 | $29.55M | 0.0% | -2.6% | 0.258% | |
7/18/2025 | Broadway Wealth Solutions Inc. | 125,128 | $3.33M | 2.1% | +8.4% | 0.029% | |
7/18/2025 | Donald L. Hagan LLC | 13,978 | $372K | 0.2% | -42.0% | 0.003% | |
7/18/2025 | Lockerman Financial Group Inc. | 10,004 | $266K | 0.4% | +32.0% | 0.002% | |
7/17/2025 | Raleigh Capital Management Inc. | 23,729 | $631K | 0.3% | +17.8% | 0.006% | |
7/17/2025 | Janney Montgomery Scott LLC | 9,296 | $247K | 0.0% | -75.2% | 0.002% | |
7/17/2025 | Fifth Third Securities Inc. | 9,081 | $241K | 0.0% | -64.4% | 0.002% | |
7/17/2025 | KWB Wealth | 204,481 | $5.57M | 0.6% | +107.7% | 0.048% | |
7/17/2025 | Tempus Wealth Planning LLC | 54,820 | $1.46M | 0.4% | +3.0% | 0.013% | |
7/16/2025 | Lloyd Advisory Services LLC. | 21,222 | $564K | 0.3% | +20.4% | 0.005% | |
7/16/2025 | GenWealth Group Inc. | 79,182 | $2.11M | 0.4% | +4.5% | 0.018% | |
7/16/2025 | Blue Oak Capital LLC | 33,330 | $886K | 0.5% | -7.0% | 0.008% | |
7/16/2025 | Perigon Wealth Management LLC | 466,948 | $12.41M | 0.3% | +27.2% | 0.109% | |
7/16/2025 | Maridea Wealth Management LLC | 24,478 | $651K | 0.2% | +3.2% | 0.006% | |
7/16/2025 | Magnus Financial Group LLC | 63,718 | $1.69M | 0.1% | -12.4% | 0.015% | |
7/15/2025 | McAdam LLC | 968,637 | $25.75M | 1.4% | +7.7% | 0.225% | |
7/15/2025 | Mather Group LLC. | 7,114,951 | $189.12M | 2.0% | +4.6% | 1.656% | |
7/15/2025 | Foster Victor Wealth Advisors LLC | 214,338 | $5.62M | 0.4% | -28.1% | 0.050% | |
7/15/2025 | Norden Group LLC | 15,859 | $422K | 0.0% | +4.7% | 0.004% | |
7/15/2025 | Fifth Third Bancorp | 2,702 | $72K | 0.0% | -71.7% | 0.001% | |
7/14/2025 | Brady Martz Wealth Solutions LLC | 65,262 | $1.74M | 0.3% | -60.6% | 0.015% | |
7/14/2025 | Caitlin John LLC | 93,113 | $2.48M | 2.3% | -62.0% | 0.022% | |
7/14/2025 | Narus Financial Partners LLC | 42,907 | $1.14M | 0.4% | +43.3% | 0.010% | |
7/14/2025 | Abacus Wealth Partners LLC | 18,950 | $504K | 0.1% | N/A | 0.004% | |
7/14/2025 | Park Avenue Securities LLC | 435,611 | $11.58M | 0.1% | +21.0% | 0.101% | |
7/14/2025 | Sowell Financial Services LLC | 59,025 | $1.57M | 0.1% | +55.0% | 0.014% | |
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7/11/2025 | Farther Finance Advisors LLC | 486,808 | $12.94M | 0.3% | +59.0% | 0.113% | |
7/11/2025 | SeaCrest Wealth Management LLC | 10,751 | $286K | 0.0% | -39.0% | 0.003% | |
7/11/2025 | International Private Wealth Advisors LLC | 25,696 | $683K | 0.6% | -21.4% | 0.006% | |
7/10/2025 | Global Financial Private Client LLC | 21,026 | $559K | 0.2% | +1,232.4% | 0.005% | |
7/10/2025 | Exchange Traded Concepts LLC | 98,496 | $2.62M | 0.0% | N/A | 0.023% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 848,565 | $22.25M | 0.0% | -14.6% | 0.197% | |
7/10/2025 | Sharkey Howes & Javer | 63,078 | $1.68M | 0.2% | N/A | 0.015% | |
7/10/2025 | Signal Advisors Wealth LLC | 50,934 | $1.35M | 0.1% | +160.5% | 0.012% | |
7/9/2025 | O Brien Wealth Partners LLC | 917,946 | $24.40M | 3.8% | -1.1% | 0.214% | |
7/9/2025 | Fermata Advisors LLC | 16,414 | $436K | 0.1% | N/A | 0.004% | |