8/8/2025 | Rockefeller Capital Management L.P. | 165,699 | $5.45M | 0.0% | +31.2% | 0.233% | |
8/8/2025 | JBF Capital Inc. | 60,000 | $1.97M | 0.3% | N/A | 0.084% | |
8/8/2025 | Cetera Investment Advisers | 138,344 | $4.55M | 0.0% | +0.8% | 0.195% | |
8/8/2025 | Wealth Alliance LLC | 98,409 | $3.24M | 0.4% | +59.7% | 0.138% | |
8/7/2025 | Nwam LLC | 17,050 | $566K | 0.0% | +14.5% | 0.024% | |
8/7/2025 | Vise Technologies Inc. | 54,008 | $1.78M | 0.1% | N/A | 0.076% | |
8/6/2025 | Prospera Financial Services Inc | 7,679 | $253K | 0.0% | N/A | 0.011% | |
8/6/2025 | Valued Wealth Advisors LLC | 69,182 | $2.28M | 1.2% | +17.1% | 0.097% | |
8/6/2025 | AE Wealth Management LLC | 1,728 | $57K | 0.0% | -21.3% | 0.002% | |
8/6/2025 | Stokes Family Office LLC | 40,628 | $1.34M | 0.1% | -3.7% | 0.057% | |
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8/6/2025 | Savant Capital LLC | 14,536 | $478K | 0.0% | +2.5% | 0.020% | |
8/5/2025 | Claro Advisors LLC | 8,206 | $270K | 0.0% | N/A | 0.012% | |
8/5/2025 | Fullcircle Wealth LLC | 12,050 | $401K | 0.1% | N/A | 0.017% | |
8/5/2025 | Verity Asset Management Inc. | 19,388 | $638K | 0.3% | N/A | 0.027% | |
8/5/2025 | 5T Wealth LLC | 8,948 | $294K | 0.1% | +6.3% | 0.013% | |
8/4/2025 | Savvy Advisors Inc. | 672,133 | $22.11M | 1.5% | +29.1% | 0.945% | |
8/4/2025 | World Investment Advisors | 67,459 | $2.22M | 0.1% | +106.9% | 0.095% | |
8/4/2025 | Mayflower Financial Advisors LLC | 62,342 | $2.05M | 0.3% | +33.4% | 0.088% | |
8/1/2025 | JDH Wealth Management LLC | 48,834 | $1.61M | 1.2% | +3.1% | 0.069% | |
8/1/2025 | Transcend Capital Advisors LLC | 24,656 | $811K | 0.1% | +10.5% | 0.035% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 289,990 | $9.54M | 0.3% | -1.1% | 0.408% | |
8/1/2025 | Envestnet Asset Management Inc. | 4,292,836 | $141.19M | 0.0% | -0.5% | 6.038% | |
7/31/2025 | Wealthfront Advisers LLC | 15,545 | $511K | 0.0% | +110.0% | 0.022% | |
7/31/2025 | Brighton Jones LLC | 24,322 | $800K | 0.0% | +19.7% | 0.034% | |
7/31/2025 | TSA Wealth Managment LLC | 84,464 | $2.78M | 1.0% | +23.0% | 0.119% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 284,373 | $9.35M | 0.1% | -6.1% | 0.400% | |
7/30/2025 | Strategic Blueprint LLC | 63,565 | $2.09M | 0.1% | +2.2% | 0.089% | |
7/30/2025 | Freedom Investment Management Inc. | 364,176 | $11.98M | 1.0% | -55.9% | 0.512% | |
7/30/2025 | Cookson Peirce & Co. Inc. | 7,793 | $256K | 0.0% | N/A | 0.011% | |
7/30/2025 | Drive Wealth Management LLC | 17,350 | $571K | 0.1% | -3.0% | 0.024% | |
7/29/2025 | Systelligence LLC | 207,542 | $6.83M | 1.3% | N/A | 0.292% | |
7/29/2025 | ShoreHaven Wealth Partners LLC | 134,637 | $4.43M | 1.8% | +0.3% | 0.189% | |
7/29/2025 | Commons Capital LLC | 74,786 | $2.46M | 1.9% | N/A | 0.105% | |
7/29/2025 | Horst & Graben Wealth Management LLC | 42,557 | $1.40M | 0.2% | -13.4% | 0.060% | |
7/28/2025 | WealthPlan Investment Management LLC | 64,335 | $2.12M | 0.2% | N/A | 0.090% | |
7/28/2025 | RCS Financial Planning LLC | 9,708 | $319K | 0.2% | +19.5% | 0.014% | |
7/28/2025 | Cypress Wealth Services LLC | 103,317 | $3.40M | 0.6% | +5.3% | 0.145% | |
7/28/2025 | Sagespring Wealth Partners LLC | 125,195 | $4.12M | 0.0% | +24.0% | 0.176% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 10,253 | $337K | 0.0% | +13.3% | 0.014% | |
7/25/2025 | MGO One Seven LLC | 10,061 | $331K | 0.0% | +44.2% | 0.014% | |
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7/25/2025 | RHS Financial LLC | 177,249 | $5.83M | 3.3% | +1.9% | 0.249% | |
7/25/2025 | Index Fund Advisors Inc. | 23,653 | $778K | 0.0% | +2.2% | 0.033% | |
7/25/2025 | CWM LLC | 14,649 | $482K | 0.0% | +5.0% | 0.021% | |
7/25/2025 | Ackerman Capital Advisors LLC | 413,433 | $13.60M | 3.2% | +0.6% | 0.581% | |
7/25/2025 | Concurrent Investment Advisors LLC | 283,153 | $9.31M | 0.2% | -7.1% | 0.398% | |
7/24/2025 | JNBA Financial Advisors | 244,293 | $8.04M | 0.8% | -10.2% | 0.344% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 54,100 | $1.78M | 0.1% | +9.5% | 0.076% | |
7/24/2025 | US Bancorp DE | 18,744 | $616K | 0.0% | +27.3% | 0.026% | |
7/23/2025 | Valmark Advisers Inc. | 7,118 | $234K | 0.0% | -19.4% | 0.010% | |
7/23/2025 | Armbruster Capital Management Inc. | 700,825 | $23.05M | 4.2% | +1.8% | 0.995% | |
7/23/2025 | Heck Capital Advisors LLC | 352,895 | $11.61M | 1.0% | +2,961.7% | 0.501% | |
7/22/2025 | Duncan Williams Asset Management LLC | 96,305 | $3.17M | 0.5% | N/A | 0.137% | |
7/22/2025 | Valeo Financial Advisors LLC | 10,322 | $339K | 0.0% | -10.4% | 0.015% | |
7/22/2025 | Kickstand Ventures LLC. | 96,305 | $3.17M | 0.7% | +5.7% | 0.137% | |
7/22/2025 | Simplicity Wealth LLC | 19,498 | $641K | 0.0% | +1.7% | 0.028% | |
7/22/2025 | Sutton Place Investors LLC | 7,423 | $244K | 0.1% | +5.0% | 0.011% | |
7/22/2025 | Firethorn Wealth Partners LLC | 27,291 | $898K | 0.4% | +4.8% | 0.039% | |
7/21/2025 | Ameriflex Group Inc. | 26,385 | $860K | 0.5% | -7.1% | 0.037% | |
7/21/2025 | Ascent Group LLC | 30,424 | $1.00M | 0.0% | +50.9% | 0.043% | |
7/21/2025 | Ameritas Advisory Services LLC | 1,788 | $59K | 0.0% | N/A | 0.003% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 24,425 | $803K | 0.0% | -1.6% | 0.035% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 13,868 | $456K | 0.1% | +19.3% | 0.020% | |
7/18/2025 | SOA Wealth Advisors LLC. | 4,883 | $161K | 0.0% | N/A | 0.007% | |
7/18/2025 | Truist Financial Corp | 100,112 | $3.29M | 0.0% | -1.1% | 0.142% | |
7/17/2025 | One Wealth Advisors LLC | 310,429 | $10.21M | 1.4% | +3.3% | 0.443% | |
7/17/2025 | Lauterbach Financial Advisors LLC | 15,823 | $520K | 0.3% | +2.2% | 0.023% | |
7/17/2025 | Kelly Financial Services LLC | 23,825 | $784K | 0.2% | +7.1% | 0.034% | |
7/17/2025 | PMG Wealth Management Inc. | 85,601 | $2.82M | 2.3% | N/A | 0.122% | |
7/17/2025 | KWB Wealth | 462,200 | $14.01M | 1.6% | -22.0% | 0.660% | |
7/16/2025 | Squire Investment Management Company LLC | 36,526 | $1.20M | 0.4% | -32.5% | 0.052% | |
7/16/2025 | Kathmere Capital Management LLC | 808,775 | $26.60M | 2.0% | +0.3% | 1.155% | |
7/16/2025 | Vision Capital Management Inc. | 24,364 | $801K | 0.1% | +5.1% | 0.035% | |
7/16/2025 | Plancorp LLC | 324,507 | $10.67M | 0.4% | -4.4% | 0.464% | |
7/16/2025 | Ironwood Wealth Management Inc. | 277,158 | $9.14M | 4.3% | -0.7% | 0.396% | |
7/15/2025 | CGN Advisors LLC | 9,805 | $322K | 0.0% | -4.9% | 0.014% | |
7/14/2025 | Foster Group Inc. | 402,642 | $13.24M | 0.5% | -0.5% | 0.575% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 95,225 | $3.13M | 0.1% | +11.3% | 0.136% | |
7/14/2025 | Park Avenue Securities LLC | 304,441 | $10.01M | 0.1% | N/A | 0.435% | |
7/11/2025 | Prosperity Planning Inc. | 146,455 | $4.82M | 1.4% | -3.4% | 0.209% | |
7/11/2025 | Ridgeline Wealth LLC | 10,160 | $334K | 0.3% | -43.6% | 0.015% | |
7/11/2025 | Farther Finance Advisors LLC | 23,376 | $769K | 0.0% | -26.0% | 0.033% | |
7/11/2025 | My Legacy Advisors LLC | 24,065 | $801K | 0.3% | -1.9% | 0.034% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 663,855 | $22.03M | 0.0% | -3.4% | 0.948% | |
7/9/2025 | Affinity Capital Advisors LLC | 30,906 | $1.02M | 0.2% | -1.1% | 0.044% | |
7/9/2025 | Baron Wealth Management LLC | 8,052 | $265K | 0.1% | N/A | 0.012% | |
7/9/2025 | Breakwater Capital Group | 35,877 | $1.18M | 0.2% | +15.4% | 0.051% | |
7/9/2025 | Beacon Financial Group | 42,197 | $1.39M | 0.1% | +2.8% | 0.060% | |
7/9/2025 | High Probability Advisors LLC | 364,723 | $12.00M | 1.8% | -10.2% | 0.521% | |
7/8/2025 | Parallel Advisors LLC | 160,957 | $5.29M | 0.1% | +12.4% | 0.230% | |
7/8/2025 | Peirce Capital Management LLC | 18,124 | $596K | 0.3% | +16.2% | 0.026% | |
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7/7/2025 | Accelerate Investment Advisors LLC | 8,567 | $282K | 0.2% | N/A | 0.012% | |
7/2/2025 | Dentgroup LLC | 14,065 | $463K | 0.3% | +7.4% | 0.020% | |
6/27/2025 | Goldman Sachs Group Inc. | 242,315 | $7.35M | 0.0% | +3.5% | 0.350% | |
5/20/2025 | Focus Partners Wealth | 1,091,571 | $33.09M | 0.1% | +41.7% | 1.649% | |
5/19/2025 | Jane Street Group LLC | 60,606 | $1.84M | 0.0% | -76.7% | 0.092% | |
5/19/2025 | SCS Capital Management LLC | 116,031 | $3.52M | 0.0% | +13.2% | 0.175% | |
5/16/2025 | Ascent Group LLC | 20,157 | $611K | 0.0% | N/A | 0.030% | |
5/16/2025 | Bell Investment Advisors Inc | 50,880 | $1.54M | 0.3% | -4.0% | 0.077% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 293,268 | $8.89M | 0.3% | +0.3% | 0.443% | |
5/16/2025 | Goldman Sachs Group Inc. | 242,315 | $7.35M | 0.0% | +3.5% | 0.366% | |