8/1/2025 | James Investment Research Inc. | 49,262 | $2.50M | 0.3% | -1.0% | 0.037% | |
8/1/2025 | GWN Securities Inc. | 5,549 | $281K | 0.1% | -25.1% | 0.004% | |
8/1/2025 | Facet Wealth Inc. | 606,425 | $30.72M | 0.7% | +5.5% | 0.456% | |
8/1/2025 | Liberty Wealth Management LLC | 10,112 | $512K | 0.1% | -75.7% | 0.008% | |
8/1/2025 | Schmidt P J Investment Management Inc. | 9,055 | $459K | 0.1% | +93.9% | 0.007% | |
8/1/2025 | Brookwood Investment Group LLC | 220,542 | $11.17M | 1.8% | +51.1% | 0.166% | |
8/1/2025 | Envestnet Asset Management Inc. | 2,210,725 | $111.97M | 0.0% | -0.9% | 1.661% | |
7/31/2025 | Strait & Sound Wealth Management LLC | 6,837 | $346K | 0.1% | +8.3% | 0.005% | |
7/31/2025 | MN Wealth Advisors LLC | 7,419 | $376K | 0.2% | -69.0% | 0.006% | |
7/31/2025 | Moloney Securities Asset Management LLC | 759,108 | $38.45M | 4.8% | +6.5% | 0.570% | |
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7/31/2025 | Cardinal Point Capital Management ULC | 318,421 | $16.13M | 1.2% | +109.4% | 0.239% | |
7/30/2025 | Strategic Blueprint LLC | 71,360 | $3.61M | 0.2% | +33.6% | 0.054% | |
7/30/2025 | Capital Wealth Alliance LLC | 142,956 | $7.24M | 3.9% | +2.4% | 0.107% | |
7/30/2025 | Brookstone Capital Management | 974,449 | $49.36M | 0.6% | +1.7% | 0.732% | |
7/30/2025 | BTS Asset Management Inc. | 17,881 | $906K | 1.1% | -2.2% | 0.013% | |
7/30/2025 | Legacy Wealth Asset Management LLC | 205,826 | $10.43M | 2.6% | -6.1% | 0.155% | |
7/30/2025 | IMG Wealth Management Inc. | 11,837 | $600K | 0.5% | +589.8% | 0.009% | |
7/30/2025 | Probity Advisors Inc. | 7,750 | $393K | 0.1% | -20.5% | 0.006% | |
7/30/2025 | Arbor Investment Advisors LLC | 1,350,586 | $68.41M | 8.8% | -5.7% | 1.015% | |
7/29/2025 | Elevation Capital Advisory LLC | 54,282 | $2.75M | 1.1% | +545.8% | 0.041% | |
7/29/2025 | Members Advisory Group LLC | 84,368 | $4.27M | 1.6% | -12.4% | 0.063% | |
7/29/2025 | Stephens Inc. AR | 98,919 | $5.01M | 0.1% | +179.9% | 0.074% | |
7/29/2025 | Northwest Quadrant Wealth Management LLC | 987,033 | $49.99M | 11.1% | +0.9% | 0.742% | |
7/29/2025 | Disciplined Investments LLC | 99,539 | $5.04M | 2.1% | +5.3% | 0.075% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 12,131 | $614K | 0.0% | +30.3% | 0.009% | |
7/29/2025 | Ifrah Financial Services Inc. | 504,192 | $25.54M | 7.0% | -0.1% | 0.379% | |
7/29/2025 | Koshinski Asset Management Inc. | 59,039 | $2.99M | 0.2% | +43.8% | 0.044% | |
7/29/2025 | Hartline Investment Corp | 421,518 | $21.35M | 2.4% | +0.8% | 0.317% | |
7/29/2025 | Stratos Wealth Partners LTD. | 28,313 | $1.43M | 0.0% | -7.0% | 0.021% | |
7/29/2025 | Stratos Wealth Advisors LLC | 12,856 | $651K | 0.0% | +23.5% | 0.010% | |
7/29/2025 | Private Trust Co. NA | 12,964 | $657K | 0.1% | -54.5% | 0.010% | |
7/29/2025 | Two West Capital Advisors LLC | 18,606 | $942K | 0.6% | +6.3% | 0.014% | |
7/29/2025 | Oxbow Advisors LLC | 301,759 | $15.28M | 1.7% | +1.3% | 0.227% | |
7/28/2025 | WJ Wealth Management LLC | 13,911 | $705K | 0.2% | -32.2% | 0.010% | |
7/28/2025 | Mutual Advisors LLC | 201,002 | $10.18M | 0.3% | +7.4% | 0.151% | |
7/28/2025 | Lunt Capital Management Inc. | 207,339 | $10.50M | 4.0% | -21.8% | 0.156% | |
7/28/2025 | JGP Wealth Management LLC | 18,057 | $915K | 0.1% | N/A | 0.014% | |
7/28/2025 | RFG Advisory LLC | 13,319 | $675K | 0.0% | -7.7% | 0.010% | |
7/28/2025 | Axxcess Wealth Management LLC | 1,333,263 | $67.53M | 1.6% | +8.6% | 1.002% | |
7/28/2025 | Elmwood Wealth Management Inc. | 175,492 | $8.89M | 3.5% | +25.5% | 0.132% | |
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7/25/2025 | Atria Wealth Solutions Inc. | 26,031 | $1.32M | 0.0% | -64.8% | 0.020% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 36,569 | $1.85M | 0.0% | -21.2% | 0.027% | |
7/25/2025 | Endowment Wealth Management Inc. | 4,425 | $224K | 0.1% | +10.5% | 0.003% | |
7/25/2025 | Total Clarity Wealth Management Inc. | 54,444 | $2.76M | 0.8% | +27.9% | 0.041% | |
7/25/2025 | MGO One Seven LLC | 62,401 | $3.16M | 0.1% | +8.7% | 0.047% | |
7/25/2025 | Almanack Investment Partners LLC. | 62,629 | $3.17M | 0.5% | -1.1% | 0.047% | |
7/25/2025 | Prostatis Group LLC | 33,231 | $1.68M | 0.5% | +23.7% | 0.025% | |
7/25/2025 | SPC Financial Inc. | 1,406,426 | $71.24M | 6.0% | +151.0% | 1.057% | |
7/25/2025 | CWM LLC | 112,298 | $5.69M | 0.0% | +16.3% | 0.084% | |
7/25/2025 | Sovereign Financial Group Inc. | 35,024 | $1.77M | 0.4% | +4.0% | 0.026% | |
7/25/2025 | Richardson Financial Services Inc. | 8,248 | $416K | 0.3% | -60.8% | 0.006% | |
7/24/2025 | Stonebridge Financial Group LLC | 212,285 | $10.75M | 1.0% | +2.5% | 0.159% | |
7/24/2025 | Boomfish Wealth Group LLC | 23,640 | $1.20M | 0.7% | N/A | 0.018% | |
7/24/2025 | MFA Wealth Services | 50,714 | $2.57M | 1.9% | +12.1% | 0.038% | |
7/23/2025 | Ignite Planners LLC | 48,286 | $2.44M | 0.4% | +3.7% | 0.036% | |
7/23/2025 | Castle Rock Wealth Management LLC | 298,481 | $15.10M | 3.5% | +28.3% | 0.224% | |
7/23/2025 | WESPAC Advisors LLC | 65,200 | $3.30M | 2.3% | +126.0% | 0.049% | |
7/23/2025 | Sax Wealth Advisors LLC | 97,488 | $4.94M | 0.3% | -0.9% | 0.073% | |
7/23/2025 | Friedenthal Financial | 1,158 | $59K | 0.0% | -14.8% | 0.001% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 24,425 | $1.24M | 0.1% | N/A | 0.018% | |
7/23/2025 | Slow Capital Inc. | 33,261 | $1.69M | 0.2% | -68.6% | 0.025% | |
7/23/2025 | SteelPeak Wealth LLC | 122,601 | $6.21M | 0.2% | +13.9% | 0.092% | |
7/23/2025 | Heck Capital Advisors LLC | 86,808 | $4.40M | 0.4% | -58.8% | 0.065% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 15,490 | $785K | 0.0% | -15.0% | 0.012% | |
7/22/2025 | Aquire Wealth Advisors LLC | 132,588 | $6.72M | 1.8% | +99.7% | 0.100% | |
7/22/2025 | Measured Risk Portfolios Inc. | 49,720 | $2.52M | 2.4% | +24.8% | 0.037% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 8,360 | $423K | 0.0% | -36.0% | 0.006% | |
7/22/2025 | Yoder Wealth Management Inc. | 64,566 | $3.27M | 1.7% | +9.9% | 0.049% | |
7/21/2025 | Ascent Group LLC | 261,989 | $13.27M | 0.5% | -46.4% | 0.197% | |
7/21/2025 | Ameritas Advisory Services LLC | 65,257 | $3.31M | 0.2% | +62.8% | 0.049% | |
7/21/2025 | Stash Investments LLC | 723,577 | $36.65M | 17.4% | +9.2% | 0.544% | |
7/21/2025 | J2 Capital Management Inc | 261,220 | $13.23M | 10.5% | -21.8% | 0.196% | |
7/18/2025 | Clarity Financial LLC | 11,642 | $590K | 0.1% | -35.8% | 0.009% | |
7/18/2025 | Parkwoods Wealth Partners LLC | 17,717 | $897K | 0.5% | +21.1% | 0.013% | |
7/18/2025 | Client 1ST Advisory Group LLC | 5,585 | $283K | 0.1% | -3.8% | 0.004% | |
7/18/2025 | Consolidated Portfolio Review Corp | 15,369 | $778K | 0.1% | N/A | 0.012% | |
7/18/2025 | PBMares Wealth Management LLC | 9,792 | $496K | 0.1% | -12.4% | 0.007% | |
7/18/2025 | Truist Financial Corp | 19,389 | $982K | 0.0% | +34.4% | 0.015% | |
7/17/2025 | Robbins Farley | 594 | $30K | 0.0% | N/A | 0.000% | |
7/17/2025 | HCR Wealth Advisors | 21,585 | $1.09M | 0.1% | -37.3% | 0.016% | |
7/17/2025 | Janney Montgomery Scott LLC | 99,200 | $5.02M | 0.0% | +58.2% | 0.074% | |
7/17/2025 | GC Wealth Management RIA LLC | 4,908 | $249K | 0.0% | N/A | 0.004% | |
7/17/2025 | Independence Bank of Kentucky | 596 | $30K | 0.0% | N/A | 0.000% | |
7/17/2025 | Johnson Bixby & Associates LLC | 84,580 | $4.28M | 0.6% | +62.7% | 0.063% | |
7/16/2025 | ORG Partners LLC | 60,550 | $3.07M | 0.7% | +5.7% | 0.045% | |
7/16/2025 | Eagle Global Advisors LLC | 11,257 | $570K | 0.0% | -2.7% | 0.008% | |
7/16/2025 | PFS Partners LLC | 77,842 | $3.94M | 2.0% | +3.7% | 0.058% | |
7/16/2025 | TCI Wealth Advisors Inc. | 13,907 | $704K | 0.0% | -3.2% | 0.010% | |
7/16/2025 | MKT Advisors LLC | 212,248 | $10.71M | 4.2% | +6.8% | 0.159% | |
7/16/2025 | Perigon Wealth Management LLC | 140,018 | $7.09M | 0.2% | -3.3% | 0.105% | |
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7/16/2025 | Maridea Wealth Management LLC | 26,374 | $1.34M | 0.3% | +44.7% | 0.020% | |
7/16/2025 | Magnus Financial Group LLC | 9,956 | $504K | 0.0% | -25.3% | 0.007% | |
7/16/2025 | Littlejohn Financial Services Inc. | 111,465 | $5.65M | 4.4% | +8.4% | 0.084% | |
7/15/2025 | Retireful LLC | 12,988 | $658K | 0.5% | N/A | 0.010% | |
7/15/2025 | GSB Wealth Management LLC | 22,000 | $1.11M | 0.3% | -16.9% | 0.017% | |
7/14/2025 | Gries Financial LLC | 15,498 | $785K | 0.1% | +51.4% | 0.012% | |
7/14/2025 | Baring Financial LLC | 76,794 | $3.89M | 2.9% | +5.9% | 0.058% | |
7/14/2025 | Chris Bulman Inc | 32,548 | $1.65M | 0.9% | -2.4% | 0.024% | |
7/14/2025 | Park Avenue Securities LLC | 42,326 | $2.14M | 0.0% | +12.3% | 0.032% | |
7/14/2025 | Sowell Financial Services LLC | 4,535 | $230K | 0.0% | N/A | 0.003% | |