8/1/2025 | Oarsman Capital Inc. | 20,590 | $508K | 0.1% | -19.0% | 0.023% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 29,941 | $739K | 0.0% | +25.9% | 0.033% | |
8/1/2025 | Envestnet Asset Management Inc. | 644,831 | $15.91M | 0.0% | +38.1% | 0.709% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 8,678 | $214K | 0.0% | +9.5% | 0.010% | |
7/31/2025 | Carrera Capital Advisors | 677,793 | $16.72M | 3.4% | +36.4% | 0.745% | |
7/31/2025 | Moment Partners LLC | 125,574 | $3.10M | 0.6% | -0.6% | 0.138% | |
7/31/2025 | FSM Wealth Advisors LLC | 8,515 | $212K | 0.0% | N/A | 0.009% | |
7/30/2025 | D.A. Davidson & CO. | 119,459 | $2.95M | 0.0% | +3.3% | 0.131% | |
7/30/2025 | IMG Wealth Management Inc. | 2,109 | $52K | 0.0% | -24.1% | 0.002% | |
7/30/2025 | Crewe Advisors LLC | 1,092 | $27K | 0.0% | N/A | 0.001% | |
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7/29/2025 | Private Trust Co. NA | 1,485 | $37K | 0.0% | -21.9% | 0.002% | |
7/28/2025 | Copia Wealth Management | 14,423 | $356K | 0.3% | +35.0% | 0.016% | |
7/28/2025 | Mutual Advisors LLC | 49,508 | $1.25M | 0.0% | -6.9% | 0.054% | |
7/28/2025 | Private Wealth Asset Management LLC | 2,930 | $72K | 0.0% | +98.9% | 0.003% | |
7/28/2025 | Harbour Investments Inc. | 90,592 | $2.24M | 0.1% | -1.2% | 0.100% | |
7/28/2025 | RFG Advisory LLC | 18,104 | $447K | 0.0% | +10.1% | 0.020% | |
7/28/2025 | Axxcess Wealth Management LLC | 264,993 | $6.54M | 0.2% | +6.1% | 0.291% | |
7/25/2025 | Atria Wealth Solutions Inc. | 48,838 | $1.21M | 0.0% | -53.4% | 0.054% | |
7/25/2025 | MGO One Seven LLC | 28,209 | $696K | 0.0% | +147.8% | 0.031% | |
7/25/2025 | CWM LLC | 607,725 | $14.99M | 0.1% | +8.5% | 0.668% | |
7/24/2025 | Endeavor Private Wealth Inc. | 9,053 | $223K | 0.1% | -23.7% | 0.009% | |
7/24/2025 | Cascade Investment Group Inc. | 48,450 | $1.20M | 0.8% | +1.4% | 0.050% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 907,795 | $22.40M | 1.3% | +2.6% | 0.945% | |
7/24/2025 | Morton Brown Family Wealth LLC | 7,374 | $182K | 0.1% | -9.5% | 0.008% | |
7/24/2025 | IFP Advisors Inc | 12,121 | $299K | 0.0% | -97.8% | 0.013% | |
7/24/2025 | Baldwin Wealth Partners LLC MA | 37,692 | $930K | 0.1% | -8.1% | 0.039% | |
7/24/2025 | Callan Family Office LLC | 27,500 | $678K | 0.0% | +1.9% | 0.029% | |
7/24/2025 | Columbia Advisory Partners LLC | 52,486 | $1.30M | 1.0% | -0.8% | 0.055% | |
7/23/2025 | Clear Creek Financial Management LLC | 141,380 | $3.49M | 0.3% | +5.2% | 0.147% | |
7/23/2025 | Valmark Advisers Inc. | 586,384 | $14.47M | 0.2% | +3.1% | 0.610% | |
7/23/2025 | Solitude Financial Services | 321,621 | $7.93M | 2.9% | +6.1% | 0.335% | |
7/23/2025 | Trueblood Wealth Management LLC | 51,985 | $1.28M | 0.5% | -1.6% | 0.054% | |
7/23/2025 | Bennett Associates Wealth Management | 84,299 | $2.08M | 1.6% | -8.1% | 0.088% | |
7/22/2025 | DAVENPORT & Co LLC | 88,986 | $2.20M | 0.0% | -1.5% | 0.093% | |
7/22/2025 | Simplicity Wealth LLC | 28,500 | $703K | 0.0% | +136.2% | 0.030% | |
7/22/2025 | Accel Wealth Management | 17,709 | $437K | 0.1% | -14.7% | 0.018% | |
7/21/2025 | Corundum Group Inc. | 72,716 | $1.79M | 0.8% | -0.7% | 0.076% | |
7/21/2025 | Ameritas Advisory Services LLC | 99,441 | $2.45M | 0.1% | -0.4% | 0.103% | |
7/18/2025 | SigFig Wealth Management LLC | 8,155 | $201K | 0.0% | -5.2% | 0.008% | |
7/18/2025 | Truist Financial Corp | 108,676 | $2.68M | 0.0% | -6.9% | 0.112% | |
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7/17/2025 | Mainsail Financial Group LLC | 392,540 | $9.89M | 4.6% | +2.8% | 0.405% | |
7/17/2025 | Northwest Wealth Management LLC | 8,592 | $212K | 0.0% | +8.5% | 0.009% | |
7/17/2025 | LexAurum Advisors LLC | 299,537 | $7.39M | 1.2% | N/A | 0.309% | |
7/17/2025 | Janney Montgomery Scott LLC | 94,995 | $2.34M | 0.0% | -17.7% | 0.098% | |
7/16/2025 | Cadent Capital Advisors LLC | 62,505 | $1.54M | 0.5% | -11.6% | 0.065% | |
7/16/2025 | Magnus Financial Group LLC | 289,476 | $7.14M | 0.6% | +4.2% | 0.299% | |
7/16/2025 | Castleview Partners LLC | 9,284 | $229K | 0.1% | -33.1% | 0.010% | |
7/15/2025 | tru Independence LLC | 24,229 | $598K | 0.2% | -47.8% | 0.025% | |
7/15/2025 | Boyce & Associates Wealth Consulting Inc. | 20,637 | $509K | 0.5% | -10.6% | 0.021% | |
7/14/2025 | Financial Enhancement Group LLC | 352,951 | $8.98M | 1.3% | +0.7% | 0.364% | |
7/14/2025 | ABLE Financial Group LLC | 240,178 | $5.93M | 1.4% | +8.4% | 0.248% | |
7/14/2025 | Sowell Financial Services LLC | 13,240 | $327K | 0.0% | +12.5% | 0.014% | |
7/11/2025 | Farther Finance Advisors LLC | 9,053 | $223K | 0.0% | -17.3% | 0.009% | |
7/11/2025 | Shelton Wealth Management LLC | 16,087 | $397K | 0.2% | -83.4% | 0.017% | |
7/10/2025 | Fortress Wealth Management Inc. | 289,302 | $7.14M | 3.4% | -0.2% | 0.299% | |
7/10/2025 | Envision Financial LLC | 30,420 | $750K | 0.5% | -9.0% | 0.031% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 30,989 | $774K | 0.0% | -25.9% | 0.032% | |
7/10/2025 | Focus Financial Network Inc. | 27,665 | $682K | 0.0% | +12.3% | 0.029% | |
7/9/2025 | Tounjian Advisory Partners LLC | 114,526 | $2.92M | 0.5% | -1.4% | 0.118% | |
7/9/2025 | Inspirion Wealth Advisors LLC | 121,238 | $2.99M | 0.4% | -0.9% | 0.125% | |
7/9/2025 | HFG Wealth Management LLC | 465,322 | $11.88M | 7.0% | +7.7% | 0.480% | |
7/9/2025 | WealthCare Investment Partners LLC | 24,945 | $623K | 0.2% | -1.9% | 0.026% | |
7/7/2025 | Capital Asset Advisory Services LLC | 266,531 | $6.58M | 0.3% | +6.3% | 0.275% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 5,828 | $144K | 0.0% | +202.1% | 0.006% | |
7/3/2025 | Arvest Investments Inc. | 246,672 | $6.09M | 0.9% | -1.8% | 0.256% | |
7/3/2025 | City Center Advisors LLC | 15,664 | $386K | 0.4% | -5.5% | 0.016% | |
5/20/2025 | Flaharty Asset Management LLC | 905,877 | $23.12M | 3.3% | +0.4% | 0.922% | |
5/19/2025 | Jane Street Group LLC | 15,006 | $383K | 0.0% | N/A | 0.015% | |
5/16/2025 | Coppell Advisory Solutions LLC | 51,527 | $1.26M | 0.1% | N/A | 0.052% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 23,782 | $607K | 0.0% | +28.5% | 0.024% | |
5/16/2025 | Raab & Moskowitz Asset Management LLC | 58,154 | $1.48M | 0.4% | +1.7% | 0.059% | |
5/15/2025 | Chiron Capital Management LLC | 80,068 | $2.04M | 1.9% | -3.3% | 0.082% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 7,924 | $202K | 0.0% | -31.1% | 0.008% | |
5/15/2025 | Royal Bank of Canada | 1,485,684 | $37.92M | 0.0% | -4.8% | 1.513% | |
5/15/2025 | Baird Financial Group Inc. | 73,054 | $1.86M | 0.0% | +74.6% | 0.074% | |
5/15/2025 | Oarsman Capital Inc. | 25,414 | $649K | 0.1% | +6.2% | 0.026% | |
5/14/2025 | Transamerica Financial Advisors LLC | 7,582 | $194K | 0.0% | +27,981.5% | 0.008% | |
5/14/2025 | CreativeOne Wealth LLC | 34,512 | $881K | 0.0% | +71.4% | 0.035% | |
5/14/2025 | Comerica Bank | 74,759 | $1.91M | 0.0% | -6.6% | 0.076% | |
5/14/2025 | Napa Wealth Management | 121,641 | $3.10M | 1.7% | +281.8% | 0.124% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 540,494 | $13.79M | 0.0% | +11.2% | 0.550% | |
5/14/2025 | Kestra Advisory Services LLC | 223,403 | $5.70M | 0.0% | -16.0% | 0.227% | |
5/14/2025 | Barnes Wealth Management Group Inc | 8,368 | $214K | 0.1% | N/A | 0.009% | |
5/14/2025 | TFB Advisors LLC | 13,220 | $337K | 0.1% | -8.2% | 0.013% | |
5/14/2025 | Petix & Botte Co | 483,672 | $12.34M | 3.3% | -13.2% | 0.493% | |
5/13/2025 | Moment Partners LLC | 126,286 | $3.22M | 0.6% | -0.8% | 0.129% | |
5/13/2025 | Raymond James Financial Inc. | 1,061,526 | $27.09M | 0.0% | +34.9% | 1.081% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 101,406 | $2.59M | 0.2% | +5.6% | 0.103% | |
5/13/2025 | Bulltick Wealth Management LLC | 17,164 | $438K | 0.1% | -25.0% | 0.017% | |
5/13/2025 | HighTower Advisors LLC | 120,669 | $3.08M | 0.0% | -42.8% | 0.123% | |
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5/12/2025 | Benjamin Edwards Inc. | 32,643 | $833K | 0.0% | +10.0% | 0.033% | |
5/12/2025 | Townsquare Capital LLC | 10,601 | $271K | 0.0% | N/A | 0.011% | |
5/9/2025 | Total Investment Management Inc. | 2,097,516 | $53.53M | 7.0% | +6.8% | 2.136% | |
5/9/2025 | Atria Wealth Solutions Inc. | 104,772 | $2.67M | 0.0% | -26.4% | 0.107% | |
5/9/2025 | Solitude Financial Services | 303,133 | $7.74M | 3.0% | +3.5% | 0.309% | |
5/9/2025 | Commonwealth Equity Services LLC | 768,422 | $19.61M | 0.0% | +1.4% | 0.783% | |
5/8/2025 | Endeavor Private Wealth Inc. | 11,859 | $303K | 0.2% | N/A | 0.012% | |
5/8/2025 | Moors & Cabot Inc. | 21,416 | $547K | 0.0% | +2.3% | 0.022% | |
5/8/2025 | Certified Advisory Corp | 12,970 | $331K | 0.0% | +33.5% | 0.013% | |
5/8/2025 | Harbour Investments Inc. | 91,681 | $2.34M | 0.1% | -0.6% | 0.093% | |