8/1/2025 | Liberty Wealth Management LLC | 27,014 | $1.33M | 0.2% | -24.0% | 0.050% | |
8/1/2025 | Schmidt P J Investment Management Inc. | 5,135 | $253K | 0.0% | +4.2% | 0.010% | |
8/1/2025 | Yukon Wealth Management Inc. | 5,485 | $270K | 0.1% | -3.7% | 0.010% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 9,697 | $477K | 0.0% | -3.4% | 0.018% | |
8/1/2025 | Envestnet Asset Management Inc. | 321,478 | $15.81M | 0.0% | -1.2% | 0.598% | |
7/31/2025 | TSA Wealth Managment LLC | 8,010 | $394K | 0.1% | -6.1% | 0.015% | |
7/31/2025 | Insight Wealth Partners LLC | 12,527 | $616K | 0.2% | +12.6% | 0.023% | |
7/31/2025 | 180 Wealth Advisors LLC | 4,516 | $222K | 0.0% | N/A | 0.008% | |
7/31/2025 | Hoge Financial Services LLC | 34,700 | $1.72M | 1.1% | +87.7% | 0.064% | |
7/30/2025 | D.A. Davidson & CO. | 4,942 | $243K | 0.0% | -4.4% | 0.009% | |
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7/30/2025 | BG Investment Services Inc. | 40,658 | $2.01M | 2.5% | -27.9% | 0.076% | |
7/30/2025 | Clune & Associates LTD. | 13,054 | $642K | 0.2% | +3.4% | 0.024% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 32,178 | $1.58M | 0.1% | -4.6% | 0.060% | |
7/29/2025 | Stratos Wealth Partners LTD. | 11,966 | $589K | 0.0% | +15.1% | 0.022% | |
7/29/2025 | Angeles Wealth Management LLC | 2,164 | $106K | 0.0% | N/A | 0.004% | |
7/29/2025 | Riverbend Wealth Management LLC | 11,196 | $551K | 0.4% | +3.2% | 0.021% | |
7/29/2025 | Horst & Graben Wealth Management LLC | 6,368 | $313K | 0.1% | -36.0% | 0.012% | |
7/28/2025 | Copia Wealth Management | 27,247 | $1.34M | 1.1% | +5.4% | 0.051% | |
7/28/2025 | Keeler & Nadler Financial Planning & Wealth Management | 60,086 | $2.96M | 1.2% | -33.0% | 0.112% | |
7/28/2025 | Mutual Advisors LLC | 11,206 | $578K | 0.0% | -18.4% | 0.021% | |
7/28/2025 | Cypress Wealth Services LLC | 10,953 | $539K | 0.1% | -3.9% | 0.020% | |
7/25/2025 | Northwest Capital Management Inc | 20,264 | $997K | 0.5% | -46.1% | 0.038% | |
7/25/2025 | Atria Wealth Solutions Inc. | 35,961 | $1.80M | 0.0% | +8.6% | 0.067% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 5,147 | $253K | 0.0% | N/A | 0.010% | |
7/25/2025 | MGO One Seven LLC | 10,531 | $518K | 0.0% | +55.0% | 0.020% | |
7/25/2025 | Alpha Financial Partners LLC | 33,431 | $1.64M | 1.2% | +10.1% | 0.062% | |
7/25/2025 | Midwest Capital Advisors LLC | 2,638 | $130K | 0.1% | -61.7% | 0.005% | |
7/25/2025 | CWM LLC | 72,612 | $3.57M | 0.0% | -21.2% | 0.135% | |
7/25/2025 | Concurrent Investment Advisors LLC | 20,857 | $1.03M | 0.0% | -2.2% | 0.039% | |
7/25/2025 | Apollon Wealth Management LLC | 13,284 | $653K | 0.0% | -2.9% | 0.025% | |
7/24/2025 | Wealth Management Resources Inc. | 7,629 | $375K | 0.1% | -59.9% | 0.014% | |
7/24/2025 | Blue Trust Inc. | 10,539 | $518K | 0.0% | -4.0% | 0.020% | |
7/23/2025 | Eagle Strategies LLC | 6,693 | $329K | 0.1% | N/A | 0.012% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 5,630 | $277K | 0.0% | -9.0% | 0.010% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 6,176 | $304K | 0.0% | N/A | 0.011% | |
7/22/2025 | Duncan Williams Asset Management LLC | 14,093 | $693K | 0.1% | N/A | 0.026% | |
7/22/2025 | Marks Group Wealth Management Inc | 4,924 | $242K | 0.0% | -6.6% | 0.009% | |
7/22/2025 | Kickstand Ventures LLC. | 14,093 | $693K | 0.2% | +8.8% | 0.026% | |
7/22/2025 | Mascoma Wealth Management LLC | 2,635 | $130K | 0.0% | -20.9% | 0.005% | |
7/22/2025 | Wealthcare Capital Partners LLC | 21,601 | $1.06M | 0.5% | +15.4% | 0.040% | |
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7/22/2025 | Wealthcare Capital Management LLC | 6,204 | $305K | 0.0% | -21.9% | 0.012% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 145,814 | $7.17M | 0.2% | -8.7% | 0.271% | |
7/21/2025 | Consilium Wealth Advisory LLC | 65,453 | $3.22M | 1.4% | -16.0% | 0.122% | |
7/21/2025 | Warner Financial Inc. | 30,375 | $1.49M | 0.6% | -5.0% | 0.056% | |
7/18/2025 | Client 1ST Advisory Group LLC | 26,607 | $1.31M | 0.5% | +5.7% | 0.049% | |
7/18/2025 | Marino Stram & Associates LLC | 8,264 | $407K | 0.1% | +18.9% | 0.015% | |
7/18/2025 | Truist Financial Corp | 30,829 | $1.52M | 0.0% | -9.7% | 0.057% | |
7/17/2025 | One Wealth Advisors LLC | 7,650 | $376K | 0.1% | -7.2% | 0.014% | |
7/17/2025 | Janney Montgomery Scott LLC | 58,856 | $2.90M | 0.0% | -20.6% | 0.109% | |
7/17/2025 | Fifth Third Securities Inc. | 63,251 | $3.11M | 0.2% | +4.6% | 0.118% | |
7/17/2025 | Moss Adams Wealth Advisors LLC | 13,254 | $652K | 0.1% | N/A | 0.025% | |
7/17/2025 | Patton Albertson Miller Group LLC | 61,741 | $3.04M | 0.4% | -8.8% | 0.115% | |
7/16/2025 | Perigon Wealth Management LLC | 5,194 | $255K | 0.0% | +12.0% | 0.010% | |
7/15/2025 | McCarthy & Cox | 4,475 | $220K | 0.1% | -10.9% | 0.008% | |
7/15/2025 | Financial Partners Group Inc | 32,887 | $1.62M | 0.2% | +3.3% | 0.061% | |
7/14/2025 | Gries Financial LLC | 10,411 | $512K | 0.1% | -9.6% | 0.019% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 44,868 | $2.21M | 0.1% | +5.3% | 0.083% | |
7/14/2025 | Park Avenue Securities LLC | 17,876 | $879K | 0.0% | -29.4% | 0.033% | |
7/14/2025 | Physician Wealth Advisors Inc. | 895 | $44K | 0.0% | -42.0% | 0.002% | |
7/11/2025 | Ridgeline Wealth LLC | 4,757 | $234K | 0.2% | -11.5% | 0.009% | |
7/11/2025 | Farther Finance Advisors LLC | 22,409 | $1.10M | 0.0% | -25.8% | 0.042% | |
7/11/2025 | UMB Bank n.a. | 595 | $29K | 0.0% | N/A | 0.001% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 20,912 | $1.06M | 0.0% | -49.6% | 0.039% | |
7/10/2025 | Sharkey Howes & Javer | 5,250 | $258K | 0.0% | -47.5% | 0.010% | |
7/9/2025 | Pines Wealth Management LLC | 8,997 | $455K | 0.2% | +7.7% | 0.017% | |
7/9/2025 | Lifelong Wealth Advisors Inc. | 5,525 | $272K | 0.1% | -93.0% | 0.010% | |
7/9/2025 | Beacon Financial Group | 6,664 | $328K | 0.0% | -5.4% | 0.012% | |
7/8/2025 | Everpar Advisors LLC | 7,859 | $387K | 0.2% | +34.8% | 0.015% | |
7/8/2025 | Elevation Wealth Partners LLC | 1,056 | $52K | 0.0% | N/A | 0.002% | |
7/8/2025 | Parallel Advisors LLC | 2,262 | $111K | 0.0% | -23.7% | 0.004% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 1,065 | $52K | 0.0% | N/A | 0.002% | |
6/27/2025 | Goldman Sachs Group Inc. | 22,324 | $1.01M | 0.0% | -29.5% | 0.043% | |
6/13/2025 | Optima Capital LLC | 5,110 | $230K | 0.1% | N/A | 0.010% | |
5/29/2025 | Apeiron RIA LLC | 7,008 | $316K | 0.1% | -79.2% | 0.014% | |
5/21/2025 | Geneos Wealth Management Inc. | 803 | $36K | 0.0% | -29.7% | 0.002% | |
5/20/2025 | Focus Partners Wealth | 17,850 | $805K | 0.0% | +107.3% | 0.036% | |
5/19/2025 | Client 1ST Advisory Group LLC | 25,165 | $1.13M | 0.4% | +23.2% | 0.051% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 16,350 | $737K | 0.0% | N/A | 0.033% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 10,043 | $453K | 0.0% | -50.8% | 0.020% | |
5/16/2025 | Goldman Sachs Group Inc. | 22,324 | $1.01M | 0.0% | -29.5% | 0.045% | |
5/16/2025 | Jones Financial Companies Lllp | 1,400 | $63K | 0.0% | -96.2% | 0.003% | |
5/16/2025 | NewEdge Advisors LLC | 28,918 | $1.30M | 0.0% | -90.8% | 0.058% | |
5/16/2025 | Integrated Wealth Concepts LLC | 80,396 | $3.62M | 0.0% | -70.3% | 0.162% | |
5/16/2025 | Clifford Group LLC | 10,472 | $472K | 0.4% | +4.9% | 0.021% | |
5/16/2025 | AQR Capital Management LLC | 10,566 | $476K | 0.0% | +76.3% | 0.021% | |
5/15/2025 | Royal Bank of Canada | 135,753 | $6.12M | 0.0% | -29.7% | 0.274% | |
5/15/2025 | Insight Wealth Partners LLC | 11,121 | $501K | 0.1% | +6.8% | 0.022% | |
5/15/2025 | OLD Mission Capital LLC | 7,350 | $331K | 0.0% | N/A | 0.015% | |
5/15/2025 | Evergreen Capital Management LLC | 297,001 | $13.39M | 0.4% | +0.2% | 0.599% | |
5/14/2025 | CreativeOne Wealth LLC | 5,657 | $255K | 0.0% | -92.7% | 0.011% | |
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5/14/2025 | Redwood Investment Management LLC | 6,054 | $273K | 0.0% | +7.2% | 0.012% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 423,958 | $19.11M | 0.0% | -17.9% | 0.856% | |
5/14/2025 | Kestra Advisory Services LLC | 73,760 | $3.32M | 0.0% | -18.1% | 0.149% | |
5/14/2025 | Compound Planning Inc. | 226,838 | $10.22M | 0.5% | +66.9% | 0.458% | |
5/14/2025 | CW Advisors LLC | 14,724 | $664K | 0.0% | +29.9% | 0.030% | |
5/14/2025 | Flow Traders U.S. LLC | 28,562 | $1.29M | 0.1% | N/A | 0.058% | |
5/14/2025 | Hsbc Holdings PLC | 670,827 | $30.23M | 0.0% | -1.4% | 1.354% | |
5/13/2025 | Raymond James Financial Inc. | 413,496 | $18.64M | 0.0% | -1.7% | 0.835% | |
5/13/2025 | Stone House Investment Management LLC | 14,634 | $660K | 0.1% | -76.8% | 0.030% | |
5/13/2025 | HighTower Advisors LLC | 118,800 | $5.35M | 0.0% | -5.1% | 0.240% | |