8/8/2025 | Avantax Advisory Services Inc. | 28,697 | $2.91M | 0.0% | +0.5% | 0.103% | |
8/8/2025 | Cetera Investment Advisers | 261,839 | $26.51M | 0.0% | -1.6% | 0.944% | |
8/8/2025 | Creative Planning | 274,709 | $27.81M | 0.0% | +1.8% | 0.990% | |
8/8/2025 | Foundations Investment Advisors LLC | 19,780 | $2.00M | 0.0% | +9.7% | 0.071% | |
8/8/2025 | Marble Harbor Investment Counsel LLC | 75,112 | $7.60M | 0.8% | -0.7% | 0.271% | |
8/7/2025 | Fund Evaluation Group LLC | 19,180 | $1.94M | 0.1% | -11.4% | 0.069% | |
8/6/2025 | AE Wealth Management LLC | 1,395 | $141K | 0.0% | +287.5% | 0.005% | |
8/6/2025 | Wedbush Securities Inc. | 4,238 | $429K | 0.0% | +3.8% | 0.015% | |
8/6/2025 | Savant Capital LLC | 230,723 | $23.36M | 0.1% | -6.3% | 0.832% | |
8/6/2025 | Soltis Investment Advisors LLC | 6,230 | $631K | 0.0% | -3.6% | 0.022% | |
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8/5/2025 | Snider Financial Group | 6,451 | $653K | 0.2% | +1.7% | 0.023% | |
8/5/2025 | Sebold Capital Management Inc. | 42,403 | $4.29M | 2.6% | -8.6% | 0.153% | |
8/4/2025 | One Day In July LLC | 201,953 | $20.44M | 1.9% | -11.6% | 0.728% | |
8/4/2025 | Grant Street Asset Management Inc. | 5,753 | $582K | 0.1% | -48.3% | 0.021% | |
8/4/2025 | Assetmark Inc. | 2,045 | $207K | 0.0% | -7.9% | 0.007% | |
8/4/2025 | HBK Sorce Advisory LLC | 26,563 | $2.69M | 0.1% | +351.2% | 0.096% | |
8/4/2025 | Spire Wealth Management | 6,053 | $613K | 0.0% | -37.9% | 0.022% | |
8/4/2025 | Hantz Financial Services Inc. | 75,515 | $7.64M | 0.1% | +38.7% | 0.272% | |
8/4/2025 | WNY Asset Management LLC | 6,284 | $636K | 0.1% | -51.7% | 0.023% | |
8/1/2025 | Anson Capital Inc. | 10,624 | $1.08M | 0.9% | +1.7% | 0.038% | |
8/1/2025 | Envestnet Asset Management Inc. | 52,436 | $5.31M | 0.0% | +4.3% | 0.189% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 2,755 | $279K | 0.0% | N/A | 0.010% | |
7/31/2025 | Silver Oak Advisory Group Inc. | 15,597 | $1.58M | 0.8% | +11.2% | 0.056% | |
7/30/2025 | D.A. Davidson & CO. | 5,895 | $597K | 0.0% | -75.7% | 0.021% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 3,022 | $306K | 0.0% | -11.5% | 0.011% | |
7/30/2025 | Fairway Wealth LLC | 18,177 | $1.84M | 0.4% | +14.8% | 0.066% | |
7/30/2025 | Evermay Wealth Management LLC | 1,267 | $128K | 0.0% | -11.7% | 0.005% | |
7/29/2025 | Stratos Wealth Partners LTD. | 3,942 | $399K | 0.0% | +13.9% | 0.014% | |
7/29/2025 | Activest Wealth Management | 674 | $68K | 0.0% | -33.3% | 0.002% | |
7/28/2025 | Nestegg Advisors Inc. | 6,979 | $706K | 0.7% | +6.3% | 0.025% | |
7/28/2025 | Harbour Investments Inc. | 43,236 | $4.38M | 0.1% | +10.4% | 0.156% | |
7/28/2025 | Axxcess Wealth Management LLC | 25,256 | $2.56M | 0.1% | +29.7% | 0.091% | |
7/25/2025 | Total Clarity Wealth Management Inc. | 43,874 | $4.44M | 1.3% | +118.1% | 0.158% | |
7/25/2025 | Prostatis Group LLC | 2,906 | $294K | 0.1% | N/A | 0.010% | |
7/25/2025 | Sovereign Financial Group Inc. | 5,174 | $524K | 0.1% | +3.2% | 0.019% | |
7/25/2025 | Concurrent Investment Advisors LLC | 69,508 | $7.04M | 0.1% | +13.4% | 0.251% | |
7/25/2025 | waypoint wealth counsel | 11,401 | $1.15M | 0.6% | -2.3% | 0.041% | |
7/25/2025 | Apollon Wealth Management LLC | 2,068 | $209K | 0.0% | N/A | 0.007% | |
7/24/2025 | Bryant Woods Investment Advisors LLC | 46,248 | $4.68M | 2.0% | -2.3% | 0.167% | |
7/24/2025 | IFP Advisors Inc | 807 | $82K | 0.0% | -64.1% | 0.003% | |
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7/24/2025 | Leo Wealth LLC | 8,367 | $847K | 0.1% | -37.3% | 0.030% | |
7/23/2025 | Valmark Advisers Inc. | 37,068 | $3.75M | 0.1% | +147.5% | 0.132% | |
7/22/2025 | Valeo Financial Advisors LLC | 13,696 | $1.39M | 0.0% | +174.6% | 0.049% | |
7/22/2025 | Valpey Financial Services LLC | 19,364 | $1.96M | 1.4% | N/A | 0.069% | |
7/22/2025 | Marks Group Wealth Management Inc | 17,225 | $1.74M | 0.2% | N/A | 0.061% | |
7/22/2025 | OLD National Bancorp IN | 177,239 | $17.94M | 0.3% | +16.6% | 0.629% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 2,240 | $227K | 0.0% | N/A | 0.008% | |
7/21/2025 | Ameritas Advisory Services LLC | 1,243 | $126K | 0.0% | -44.6% | 0.004% | |
7/18/2025 | Wiser Wealth Management Inc | 141,586 | $14.33M | 3.6% | +12.1% | 0.510% | |
7/18/2025 | Bartlett & CO. Wealth Management LLC | 3,721 | $377K | 0.0% | +2.8% | 0.013% | |
7/18/2025 | Mitsubishi UFJ Asset Management UK Ltd. | 95,800 | $9.70M | 5.1% | -23.2% | 0.345% | |
7/17/2025 | Greenleaf Trust | 11,202 | $1.13M | 0.0% | -2.8% | 0.040% | |
7/17/2025 | Presper Financial Architects LLC | 13,729 | $1.39M | 1.0% | N/A | 0.049% | |
7/17/2025 | Summit Financial Strategies Inc. | 4,126 | $418K | 0.0% | +7.6% | 0.015% | |
7/17/2025 | Moss Adams Wealth Advisors LLC | 125,867 | $12.74M | 1.2% | +1,476.1% | 0.453% | |
7/17/2025 | Coastline Trust Co | 13,717 | $1.39M | 0.2% | -19.6% | 0.049% | |
7/16/2025 | 1834 Investment Advisors Co. | 3,290 | $333K | 0.0% | +6.6% | 0.012% | |
7/16/2025 | Flower City Capital | 25,494 | $2.58M | 1.5% | -22.0% | 0.092% | |
7/16/2025 | Investment Partners Asset Management Inc. | 2,874 | $291K | 0.2% | +31.1% | 0.010% | |
7/16/2025 | True North Advisors LLC | 17,049 | $1.73M | 0.3% | -24.8% | 0.061% | |
7/16/2025 | New Insight Wealth Advisors | 106,209 | $10.75M | 4.4% | -6.3% | 0.382% | |
7/16/2025 | Rebalance LLC | 26,287 | $2.66M | 0.2% | +48.3% | 0.095% | |
7/15/2025 | Verum Partners LLC | 22,478 | $2.28M | 0.5% | -8.9% | 0.081% | |
7/15/2025 | BCS Wealth Management | 23,455 | $2.37M | 0.5% | +25.7% | 0.084% | |
7/14/2025 | AdvisorNet Financial Inc | 81,258 | $8.23M | 0.5% | +1.7% | 0.292% | |
7/14/2025 | Lee Kelleher Wealth Management | 1,983 | $201K | 0.1% | N/A | 0.007% | |
7/14/2025 | Painted Porch Advisors LLC | 2,317 | $235K | 0.1% | N/A | 0.008% | |
7/14/2025 | Kieckhefer Group LLC | 8,008 | $811K | 0.4% | +1.3% | 0.029% | |
7/11/2025 | William Howard & Co Financial Advisors Inc | 1,988 | $201K | 0.2% | N/A | 0.007% | |
7/11/2025 | TCV Trust & Wealth Management Inc. | 152,172 | $15.40M | 1.3% | -1.9% | 0.542% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 53,792 | $5.15M | 0.0% | N/A | 0.192% | |
7/10/2025 | Pachira Investments Inc. | 3,713 | $376K | 0.3% | N/A | 0.013% | |
7/10/2025 | Orgel Wealth Management LLC | 1,311,200 | $132.73M | 3.2% | +10.4% | 4.670% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 1,920 | $201K | 0.0% | N/A | 0.007% | |
7/10/2025 | Focus Financial Network Inc. | 4,476 | $453K | 0.0% | -3.3% | 0.016% | |
7/10/2025 | Sovran Advisors LLC | 2,840 | $295K | 0.0% | -26.7% | 0.010% | |
7/9/2025 | Taylor Hoffman Capital Management LLC | 4,449 | $450K | 0.2% | -2.7% | 0.016% | |
7/9/2025 | Breakwater Capital Group | 14,759 | $1.49M | 0.2% | -3.1% | 0.053% | |
7/8/2025 | Arlington Trust Co LLC | 798 | $81K | 0.0% | +167.8% | 0.003% | |
7/7/2025 | Capital Asset Advisory Services LLC | 19,380 | $1.99M | 0.1% | -0.8% | 0.069% | |
7/3/2025 | McLean Asset Management Corp | 7,896 | $823K | 0.2% | +1.5% | 0.028% | |
6/20/2025 | Real Talk Capital LLC | 4,133 | $399K | 0.5% | -5.0% | 0.014% | |
5/19/2025 | Jane Street Group LLC | 18,169 | $1.75M | 0.0% | +73.1% | 0.063% | |
5/19/2025 | SCS Capital Management LLC | 47,821 | $4.62M | 0.1% | +11.4% | 0.166% | |
5/16/2025 | Goldman Sachs Group Inc. | 196,416 | $18.96M | 0.0% | +17.8% | 0.695% | |
5/16/2025 | Jones Financial Companies Lllp | 583,170 | $56.28M | 0.1% | +1,233.1% | 2.021% | |
5/16/2025 | NewEdge Advisors LLC | 11,419 | $1.10M | 0.0% | -92.5% | 0.040% | |
5/16/2025 | Belmont Capital LLC | 16,051 | $1.55M | 0.3% | N/A | 0.056% | |
5/15/2025 | Royal Bank of Canada | 257,951 | $24.90M | 0.0% | +8.9% | 0.894% | |
5/15/2025 | Betterment LLC | 28,741 | $2.77M | 0.0% | +32.7% | 0.100% | |
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5/15/2025 | Baird Financial Group Inc. | 7,507 | $725K | 0.0% | +9.5% | 0.026% | |
5/15/2025 | Evergreen Capital Management LLC | 38,566 | $3.72M | 0.1% | +47.1% | 0.134% | |
5/14/2025 | Warwick Investment Management Inc. | 167,111 | $16.13M | 3.4% | -4.9% | 0.579% | |
5/14/2025 | Napa Wealth Management | 2,107 | $203K | 0.1% | -6.2% | 0.007% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 153,962 | $14.86M | 0.0% | +5.0% | 0.533% | |
5/14/2025 | Kestra Advisory Services LLC | 46,364 | $4.48M | 0.0% | -24.3% | 0.161% | |
5/14/2025 | Compound Planning Inc. | 2,783 | $269K | 0.0% | +6.3% | 0.010% | |
5/14/2025 | Ameriprise Financial Inc. | 382,440 | $36.95M | 0.0% | +13.2% | 1.325% | |
5/14/2025 | Capital Analysts LLC | 3,944 | $381K | 0.0% | +75.4% | 0.014% | |
5/13/2025 | 17 Capital Partners LLC | 6,347 | $613K | 0.4% | +10.1% | 0.022% | |