8/1/2025 | James Investment Research Inc. | 57,608 | $5.52M | 0.7% | -0.2% | 0.015% | |
8/1/2025 | Mizuho Markets Americas LLC | 166,279 | $15.93M | 0.5% | -51.8% | 0.045% | |
8/1/2025 | Capital Investment Counsel LLC | 7,766 | $744K | 0.1% | N/A | 0.002% | |
8/1/2025 | Boyd Watterson Asset Management LLC OH | 5,277 | $505K | 0.2% | +15.9% | 0.001% | |
8/1/2025 | Rossby Financial LCC | 42,890 | $4.11M | 1.5% | +3.9% | 0.012% | |
8/1/2025 | United Capital Management of KS Inc. | 223,447 | $21.40M | 3.4% | N/A | 0.060% | |
8/1/2025 | Transcend Capital Advisors LLC | 19,417 | $1.86M | 0.1% | -8.9% | 0.005% | |
8/1/2025 | Cobblestone Capital Advisors LLC NY | 463,937 | $44.43M | 2.3% | +0.2% | 0.125% | |
8/1/2025 | Brookwood Investment Group LLC | 10,815 | $1.04M | 0.2% | +4.5% | 0.003% | |
8/1/2025 | Banco Santander S.A. | 416,353 | $39.87M | 0.4% | +52.9% | 0.112% | |
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8/1/2025 | Ashton Thomas Private Wealth LLC | 27,668 | $2.65M | 0.1% | +95.2% | 0.007% | |
8/1/2025 | Envestnet Asset Management Inc. | 12,444,874 | $1.19B | 0.3% | +0.4% | 3.348% | |
7/31/2025 | Wealthfront Advisers LLC | 7,689 | $736K | 0.0% | +39.5% | 0.002% | |
7/31/2025 | Cosner Financial Group LLC | 12,306 | $1.18M | 0.7% | -1.7% | 0.003% | |
7/31/2025 | VestGen Investment Management | 26,291 | $2.52M | 1.8% | +15.1% | 0.007% | |
7/31/2025 | Ballast Advisors LLC | 1,424 | $136K | 0.0% | +87.4% | 0.000% | |
7/31/2025 | Forte Asset Management LLC | 36,309 | $3.48M | 1.8% | -8.7% | 0.010% | |
7/31/2025 | Schoolcraft Capital LLC | 298,071 | $28.55M | 5.8% | -9.9% | 0.080% | |
7/31/2025 | Graybill Wealth Management LTD. | 93,411 | $8.95M | 2.9% | -0.7% | 0.025% | |
7/31/2025 | Leavell Investment Management Inc. | 56,469 | $5.41M | 0.2% | -5.3% | 0.015% | |
7/31/2025 | TSA Wealth Managment LLC | 3,304 | $316K | 0.1% | -9.5% | 0.001% | |
7/31/2025 | Rational Advisors Inc. | 5,040 | $483K | 0.0% | -83.3% | 0.001% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 8,131 | $779K | 0.0% | +18.3% | 0.002% | |
7/31/2025 | Richards Merrill & Peterson Inc. | 499 | $48K | 0.0% | N/A | 0.000% | |
7/31/2025 | Carrera Capital Advisors | 3,832 | $367K | 0.1% | -7.7% | 0.001% | |
7/31/2025 | DDD Partners LLC | 43,067 | $4.13M | 0.4% | -2.6% | 0.012% | |
7/31/2025 | AlphaQuest LLC | 288,165 | $27.60M | 2.7% | N/A | 0.078% | |
7/31/2025 | 3EDGE Asset Management LP | 724,722 | $69.41M | 4.3% | -1.2% | 0.195% | |
7/31/2025 | Moloney Securities Asset Management LLC | 4,313 | $413K | 0.1% | N/A | 0.001% | |
7/31/2025 | GenTrust LLC | 595,000 | $56.98M | 2.7% | -11.9% | 0.160% | |
7/31/2025 | Arrien Investments Inc. | 10,889 | $1.04M | 0.7% | +5.9% | 0.003% | |
7/30/2025 | First Citizens Bank & Trust Co. | 25,959 | $2.49M | 0.0% | -3.0% | 0.007% | |
7/30/2025 | Roman Butler Fullerton & Co. | 3,657 | $346K | 0.1% | N/A | 0.001% | |
7/30/2025 | Strategic Blueprint LLC | 22,452 | $2.15M | 0.1% | +1.6% | 0.006% | |
7/30/2025 | Pacific Wealth Management | 134,178 | $12.85M | 6.3% | N/A | 0.036% | |
7/30/2025 | Greatmark Investment Partners Inc. | 33,536 | $3.21M | 0.4% | -1.8% | 0.009% | |
7/30/2025 | Caliber Wealth Management LLC KS | 6,755 | $647K | 0.1% | -8.8% | 0.002% | |
7/30/2025 | BCM Advisors LLC | 68,795 | $6.55M | 1.4% | +17.7% | 0.019% | |
7/30/2025 | TFB Advisors LLC | 5,756 | $551K | 0.1% | +92.4% | 0.002% | |
7/30/2025 | Members Trust Co | 1,248,991 | $119.62M | 4.1% | -24.2% | 0.338% | |
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7/30/2025 | Exencial Wealth Advisors LLC | 8,333 | $798K | 0.0% | -9.7% | 0.002% | |
7/30/2025 | Brookstone Capital Management | 94,981 | $9.10M | 0.1% | -45.9% | 0.026% | |
7/30/2025 | FNY Investment Advisers LLC | 1,000 | $95K | 0.0% | N/A | 0.000% | |
7/30/2025 | D.A. Davidson & CO. | 34,922 | $3.35M | 0.0% | -76.3% | 0.009% | |
7/30/2025 | Cullen Frost Bankers Inc. | 22,878 | $2.19M | 0.0% | +18.7% | 0.006% | |
7/30/2025 | Wallace Advisory Group LLC | 18,116 | $1.73M | 1.2% | -4.3% | 0.005% | |
7/30/2025 | MTC Wealth Management LLC | 86,965 | $8.33M | 4.0% | -3.2% | 0.024% | |
7/30/2025 | Bogart Wealth LLC | 473,594 | $45.36M | 1.9% | +2.9% | 0.128% | |
7/30/2025 | First Interstate Bank | 55,004 | $5.27M | 0.3% | N/A | 0.015% | |
7/30/2025 | WBH Advisory Inc. | 18,480 | $1.77M | 0.2% | +73.9% | 0.005% | |
7/29/2025 | Accretive Wealth Partners LLC | 3,000 | $287K | 0.1% | -16.7% | 0.001% | |
7/29/2025 | Stephens Inc. AR | 41,845 | $4.01M | 0.1% | +7.7% | 0.011% | |
7/29/2025 | Liberty Square Wealth Partners LLC | 2,183 | $209K | 0.1% | -9.1% | 0.001% | |
7/29/2025 | Balboa Wealth Partners | 3,473 | $333K | 0.1% | N/A | 0.001% | |
7/29/2025 | Chicago Partners Investment Group LLC | 89,205 | $8.44M | 0.2% | +1.9% | 0.024% | |
7/29/2025 | Systelligence LLC | 82,285 | $7.88M | 1.5% | +77.7% | 0.022% | |
7/29/2025 | International Assets Investment Management LLC | 13,248 | $1.27M | 0.1% | -11.6% | 0.004% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 11,909 | $1.14M | 0.0% | +10.8% | 0.003% | |
7/29/2025 | Koshinski Asset Management Inc. | 33,111 | $3.17M | 0.2% | -17.3% | 0.009% | |
7/29/2025 | Robinson Value Management Ltd. | 22,413 | $2.15M | 1.3% | -4.8% | 0.006% | |
7/29/2025 | Spreng Capital Management Inc. | 16,506 | $1.58M | 0.7% | -3.0% | 0.004% | |
7/29/2025 | ShoreHaven Wealth Partners LLC | 16,844 | $1.61M | 0.7% | +2.1% | 0.005% | |
7/29/2025 | Stordahl Capital Management Inc. | 32,176 | $3.08M | 0.7% | -22.1% | 0.009% | |
7/29/2025 | Stratos Wealth Partners LTD. | 14,449 | $1.38M | 0.0% | -17.1% | 0.004% | |
7/29/2025 | AssuredPartners Investment Advisors LLC | 13,121 | $1.26M | 0.3% | -74.6% | 0.004% | |
7/29/2025 | Stratos Wealth Advisors LLC | 23,508 | $2.25M | 0.1% | +18.4% | 0.006% | |
7/29/2025 | Private Trust Co. NA | 4,058 | $389K | 0.0% | -8.7% | 0.001% | |
7/29/2025 | Two West Capital Advisors LLC | 5,854 | $555K | 0.4% | N/A | 0.002% | |
7/29/2025 | Vectors Research Management LLC | 6,915 | $662K | 0.2% | N/A | 0.002% | |
7/29/2025 | Values First Advisors Inc. | 51,944 | $4.98M | 2.7% | -1.6% | 0.014% | |
7/29/2025 | Semitam Bonam LLC | 22,971 | $2.20M | 2.1% | N/A | 0.006% | |
7/29/2025 | Werba Rubin Papier Wealth Management | 114,634 | $10.98M | 2.1% | +18.9% | 0.031% | |
7/29/2025 | Stableford Capital II LLC | 97,629 | $9.25M | 3.5% | -1.4% | 0.026% | |
7/28/2025 | Wealthspan Partners LLC | 2,354 | $225K | 0.1% | -71.4% | 0.001% | |
7/28/2025 | WealthPlan Investment Management LLC | 2,258 | $216K | 0.0% | N/A | 0.001% | |
7/28/2025 | Allianz Asset Management GmbH | 62,960 | $6.03M | 0.0% | +1,285.0% | 0.017% | |
7/28/2025 | Duncker Streett & Co. Inc. | 1,437 | $138K | 0.0% | -24.0% | 0.000% | |
7/28/2025 | Rik Saylor Financial Inc. | 6,633 | $635K | 0.5% | -2.5% | 0.002% | |
7/28/2025 | Copia Wealth Management | 1,517 | $145K | 0.1% | -34.9% | 0.000% | |
7/28/2025 | Mutual Advisors LLC | 1,933,490 | $183.18M | 4.6% | +11.3% | 0.523% | |
7/28/2025 | Ritholtz Wealth Management | 148,110 | $14.18M | 0.3% | +2.4% | 0.040% | |
7/28/2025 | SFG Wealth Management LLC. | 50,281 | $4.82M | 2.9% | -18.1% | 0.014% | |
7/28/2025 | Harbour Investments Inc. | 3,122 | $299K | 0.0% | +8.0% | 0.001% | |
7/28/2025 | JGP Wealth Management LLC | 4,912 | $470K | 0.1% | N/A | 0.001% | |
7/28/2025 | Innova Wealth Partners | 4,375 | $419K | 0.2% | -95.5% | 0.001% | |
7/28/2025 | Courier Capital LLC | 6,240 | $598K | 0.0% | N/A | 0.002% | |
7/28/2025 | Sagespring Wealth Partners LLC | 8,697 | $833K | 0.0% | -29.8% | 0.002% | |
7/28/2025 | Wilmington Savings Fund Society FSB | 6,272 | $601K | 0.0% | -7.9% | 0.002% | |
7/28/2025 | RFG Advisory LLC | 12,324 | $1.18M | 0.0% | -95.4% | 0.003% | |
7/28/2025 | Axxcess Wealth Management LLC | 24,299 | $2.33M | 0.1% | -88.3% | 0.007% | |
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7/25/2025 | Northwest Capital Management Inc | 915 | $88K | 0.0% | -23.3% | 0.000% | |
7/25/2025 | NorthRock Partners LLC | 841 | $81K | 0.0% | -36.1% | 0.000% | |
7/25/2025 | Verdence Capital Advisors LLC | 2,752 | $264K | 0.0% | -13.2% | 0.001% | |
7/25/2025 | Atria Wealth Solutions Inc. | 88,026 | $8.43M | 0.2% | -24.8% | 0.024% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 221,919 | $21.25M | 0.1% | +7.7% | 0.060% | |
7/25/2025 | Sequoia Financial Advisors LLC | 8,672 | $830K | 0.0% | +24.2% | 0.002% | |
7/25/2025 | MGO One Seven LLC | 42,484 | $4.07M | 0.1% | -3.1% | 0.012% | |
7/25/2025 | Joel Adams & Associates Inc. | 4,116 | $394K | 0.3% | +3.1% | 0.001% | |
7/25/2025 | SPC Financial Inc. | 57,891 | $5.54M | 0.5% | +4.0% | 0.016% | |
7/25/2025 | CWM LLC | 117,482 | $11.25M | 0.0% | +4.1% | 0.032% | |