8/1/2025 | New York Life Investment Management LLC | 72,590 | $6.37M | 0.1% | +23.7% | 0.119% | |
8/1/2025 | Advisory Alpha LLC | 306,230 | $26.89M | 0.8% | +35.2% | 0.501% | |
8/1/2025 | Brookwood Investment Group LLC | 2,491 | $219K | 0.0% | N/A | 0.004% | |
8/1/2025 | First Command Advisory Services Inc. | 300 | $26K | 0.0% | +488.2% | 0.000% | |
8/1/2025 | Curat Global LLC | 3,116 | $274K | 0.3% | -5.4% | 0.005% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 14,199 | $1.25M | 0.0% | +48.2% | 0.023% | |
8/1/2025 | American Financial & Tax Strategies Inc. | 16,659 | $1.46M | 0.8% | -8.6% | 0.027% | |
8/1/2025 | Envestnet Asset Management Inc. | 482,367 | $42.35M | 0.0% | -3.3% | 0.789% | |
8/1/2025 | Chilton Capital Management LLC | 1,153 | $101K | 0.0% | +11.5% | 0.002% | |
7/31/2025 | Wealthfront Advisers LLC | 9,956 | $874K | 0.0% | -3.2% | 0.016% | |
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7/31/2025 | Conservest Capital Advisors Inc. | 12,548 | $1.10M | 0.1% | +2.4% | 0.021% | |
7/31/2025 | Moment Partners LLC | 16,611 | $1.46M | 0.3% | -7.8% | 0.027% | |
7/31/2025 | Harbour Investment Management LLC | 32,448 | $2.85M | 1.2% | -1.5% | 0.053% | |
7/31/2025 | 3EDGE Asset Management LP | 5,492 | $483K | 0.0% | -29.2% | 0.009% | |
7/31/2025 | Jackson Hole Capital Partners LLC | 970 | $85K | 0.0% | +17.7% | 0.002% | |
7/31/2025 | Asset Management One Co. Ltd. | 1,445 | $127K | 0.0% | +11,941.7% | 0.002% | |
7/31/2025 | Sharper & Granite LLC | 21,475 | $1.96M | 0.7% | +24.4% | 0.035% | |
7/31/2025 | Prentice Wealth Management LLC | 3,222 | $283K | 0.1% | -3.7% | 0.005% | |
7/30/2025 | Strategic Blueprint LLC | 8,998 | $790K | 0.0% | N/A | 0.015% | |
7/30/2025 | Granite Harbor Advisors Inc. | 12,253 | $1.08M | 0.5% | -2.4% | 0.020% | |
7/30/2025 | Freedom Investment Management Inc. | 19,515 | $1.71M | 0.1% | +56.1% | 0.032% | |
7/30/2025 | Brookstone Capital Management | 5,037 | $442K | 0.0% | -79.8% | 0.008% | |
7/30/2025 | D.A. Davidson & CO. | 2,500 | $220K | 0.0% | -23.9% | 0.004% | |
7/30/2025 | Cullen Frost Bankers Inc. | 5,916 | $520K | 0.0% | +26,790.9% | 0.010% | |
7/30/2025 | St. Johns Investment Management Company LLC | 3,184 | $280K | 0.1% | -4.3% | 0.005% | |
7/30/2025 | First Interstate Bank | 70,396 | $6.18M | 0.4% | -2.2% | 0.115% | |
7/29/2025 | Swan Global Investments LLC | 87,498 | $7.68M | 0.2% | -8.2% | 0.143% | |
7/29/2025 | Forvis Mazars Wealth Advisors LLC | 16,892 | $1.48M | 0.0% | -3.0% | 0.028% | |
7/29/2025 | Burford Brothers Inc. | 5,789 | $508K | 0.2% | -7.6% | 0.009% | |
7/29/2025 | International Assets Investment Management LLC | 6,867 | $603K | 0.0% | N/A | 0.011% | |
7/29/2025 | Ballast Inc. | 17,146 | $1.51M | 0.6% | N/A | 0.028% | |
7/29/2025 | Novare Capital Management LLC | 3,055 | $268K | 0.0% | -77.0% | 0.005% | |
7/29/2025 | Arista Wealth Management LLC | 9,461 | $831K | 0.1% | +158.4% | 0.015% | |
7/29/2025 | Stratos Wealth Partners LTD. | 6,135 | $539K | 0.0% | -4.8% | 0.010% | |
7/29/2025 | Stratos Wealth Advisors LLC | 5,162 | $453K | 0.0% | -5.0% | 0.008% | |
7/28/2025 | Evernest Financial Advisors LLC | 6,752 | $593K | 0.2% | +7.0% | 0.011% | |
7/28/2025 | Chesapeake Wealth Management | 9,951 | $874K | 0.3% | -5.1% | 0.016% | |
7/28/2025 | Mutual Advisors LLC | 5,430 | $502K | 0.0% | +102.7% | 0.009% | |
7/28/2025 | Essex LLC | 17,493 | $1.54M | 0.3% | +2.9% | 0.029% | |
7/28/2025 | Private Wealth Asset Management LLC | 4,175 | $367K | 0.0% | +5.3% | 0.007% | |
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7/28/2025 | J.Safra Asset Management Corp | 167,206 | $14.70M | 1.1% | +1.7% | 0.273% | |
7/28/2025 | RFG Advisory LLC | 6,597 | $579K | 0.0% | -10.7% | 0.011% | |
7/25/2025 | Atria Wealth Solutions Inc. | 6,875 | $605K | 0.0% | -37.1% | 0.011% | |
7/25/2025 | M3 Advisory Group LLC | 14,030 | $1.23M | 0.9% | -1.5% | 0.023% | |
7/25/2025 | CWM LLC | 160,087 | $14.06M | 0.0% | -4.3% | 0.262% | |
7/25/2025 | Lodestar Private Asset Management LLC | 3,525 | $310K | 0.0% | -7.1% | 0.006% | |
7/25/2025 | Concurrent Investment Advisors LLC | 12,112 | $1.06M | 0.0% | -7.0% | 0.020% | |
7/25/2025 | Johnson Investment Counsel Inc. | 2,904 | $255K | 0.0% | +11.9% | 0.005% | |
7/25/2025 | Fifth Third Wealth Advisors LLC | 2,324 | $204K | 0.0% | N/A | 0.004% | |
7/24/2025 | Blue Trust Inc. | 338 | $30K | 0.0% | +514.5% | 0.001% | |
7/24/2025 | IFP Advisors Inc | 2,965 | $261K | 0.0% | -59.9% | 0.005% | |
7/24/2025 | Blair William & Co. IL | 12,995 | $1.14M | 0.0% | -10.2% | 0.021% | |
7/24/2025 | US Bancorp DE | 92,637 | $8.13M | 0.0% | -5.6% | 0.151% | |
7/23/2025 | Vontobel Holding Ltd. | 2,743 | $241K | 0.0% | -44.3% | 0.004% | |
7/23/2025 | First Merchants Corp | 56,976 | $5.00M | 0.2% | -6.3% | 0.093% | |
7/23/2025 | Bar Harbor Wealth Management | 55,237 | $4.85M | 0.3% | -1.9% | 0.090% | |
7/23/2025 | IMZ Advisory Inc | 5,384 | $486K | 0.2% | -10.4% | 0.009% | |
7/23/2025 | H&H Retirement Design & Management INC | 54,645 | $4.96M | 2.7% | +9.0% | 0.089% | |
7/23/2025 | Valmark Advisers Inc. | 3,501 | $307K | 0.0% | +3.8% | 0.006% | |
7/23/2025 | NBT Bank N A NY | 40,542 | $3.56M | 0.2% | -2.1% | 0.066% | |
7/23/2025 | Venturi Wealth Management LLC | 5,830 | $512K | 0.0% | N/A | 0.009% | |
7/23/2025 | High Note Wealth LLC | 25,439 | $2.23M | 0.5% | -5.4% | 0.041% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 4,639 | $407K | 0.0% | -40.0% | 0.008% | |
7/23/2025 | Roundview Capital LLC | 11,803 | $1.04M | 0.1% | -9.3% | 0.019% | |
7/23/2025 | Sachetta LLC | 2,236 | $196K | 0.1% | -74.2% | 0.004% | |
7/23/2025 | True Vision MN LLC | 5,644 | $496K | 0.3% | -3.2% | 0.009% | |
7/23/2025 | Tyche Wealth Partners LLC | 3,588 | $315K | 0.1% | +13.3% | 0.006% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 2,573 | $226K | 0.0% | -19.1% | 0.004% | |
7/22/2025 | Belpointe Asset Management LLC | 3,265 | $287K | 0.0% | -45.5% | 0.005% | |
7/22/2025 | Berkshire Money Management Inc. | 400 | $35K | 0.0% | N/A | 0.001% | |
7/22/2025 | DAVENPORT & Co LLC | 3,043 | $267K | 0.0% | N/A | 0.005% | |
7/22/2025 | Beacon Financial Advisory LLC | 3,502 | $307K | 0.1% | -8.3% | 0.006% | |
7/22/2025 | Chemung Canal Trust Co. | 23,771 | $2.09M | 0.4% | -0.8% | 0.039% | |
7/22/2025 | OLD National Bancorp IN | 76,849 | $6.75M | 0.1% | +250.2% | 0.125% | |
7/22/2025 | Apexium Financial LP | 6,234 | $547K | 0.0% | -10.6% | 0.010% | |
7/21/2025 | Hudson Valley Investment Advisors Inc. ADV | 12,887 | $1.13M | 0.1% | -2.9% | 0.021% | |
7/21/2025 | Future Financial Wealth Managment LLC | 22,436 | $1.97M | 1.3% | +0.9% | 0.037% | |
7/21/2025 | Ameriflex Group Inc. | 467 | $41K | 0.0% | -71.3% | 0.001% | |
7/21/2025 | Grassi Investment Management | 7,538 | $662K | 0.1% | -8.7% | 0.012% | |
7/21/2025 | Ameritas Advisory Services LLC | 6,490 | $570K | 0.0% | -6.2% | 0.011% | |
7/21/2025 | HighMark Wealth Management LLC | 1,522 | $134K | 0.1% | -8.5% | 0.002% | |
7/21/2025 | Sterling Investment Counsel LLC | 2,628 | $231K | 0.1% | -76.2% | 0.004% | |
7/21/2025 | Crews Bank & Trust | 15,910 | $1.40M | 0.2% | -1.9% | 0.026% | |
7/21/2025 | Jmac Enterprises LLC | 82,504 | $7.25M | 1.6% | -28.6% | 0.134% | |
7/18/2025 | McGuire Investment Group LLC | 5,752 | $505K | 0.1% | +5.7% | 0.009% | |
7/18/2025 | Astor Investment Management LLC | 12,564 | $1.10M | 0.6% | -29.4% | 0.020% | |
7/18/2025 | Clarity Financial LLC | 30,165 | $2.65M | 0.3% | +1.3% | 0.049% | |
7/18/2025 | Trilogy Capital Inc. | 81,266 | $7.14M | 0.3% | N/A | 0.132% | |
7/18/2025 | Truist Financial Corp | 70,141 | $6.16M | 0.0% | -5.8% | 0.114% | |
7/18/2025 | Donald L. Hagan LLC | 3,047 | $268K | 0.1% | N/A | 0.005% | |
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7/18/2025 | First United Bank & Trust | 485 | $43K | 0.0% | -18.9% | 0.001% | |
7/17/2025 | Greenleaf Trust | 2,700 | $237K | 0.0% | -4.4% | 0.004% | |
7/17/2025 | Capital Investment Advisors LLC | 11,602 | $1.02M | 0.0% | -25.5% | 0.019% | |
7/17/2025 | HB Wealth Management LLC | 5,010 | $440K | 0.0% | -9.0% | 0.008% | |
7/17/2025 | Janney Montgomery Scott LLC | 84,148 | $7.39M | 0.0% | +16.7% | 0.139% | |
7/17/2025 | Oakworth Capital Inc. | 1,692 | $149K | 0.0% | -8.4% | 0.003% | |
7/17/2025 | Capital Insight Partners LLC | 59,141 | $5.19M | 0.9% | -9.3% | 0.097% | |
7/17/2025 | Independence Bank of Kentucky | 3,122 | $274K | 0.0% | -37.1% | 0.005% | |
7/17/2025 | Stockman Wealth Management Inc. | 12,333 | $1.08M | 0.1% | +3.2% | 0.020% | |
7/16/2025 | Brown Lisle Cummings Inc. | 11,326 | $995K | 0.3% | +4.6% | 0.019% | |