8/5/2025 | Blue Barn Wealth LLC | 1,572 | $218K | 0.1% | N/A | 0.001% | |
8/5/2025 | HFG Advisors Inc. | 3,054 | $424K | 0.3% | -2.4% | 0.002% | |
8/5/2025 | Claro Advisors LLC | 14,355 | $1.99M | 0.3% | -11.4% | 0.010% | |
8/5/2025 | Simplex Trading LLC | 1,082 | $150K | 0.0% | -41.2% | 0.001% | |
8/5/2025 | Cassaday & Co Wealth Management LLC | 2,110,082 | $292.63M | 7.3% | -0.3% | 1.514% | |
8/5/2025 | Pointe Capital Management LLC | 16,392 | $2.27M | 1.2% | +9.9% | 0.012% | |
8/5/2025 | Prosperity Consulting Group LLC | 53,884 | $7.47M | 0.5% | +3.2% | 0.039% | |
8/5/2025 | Next Capital Management LLC | 9,230 | $1.28M | 0.5% | +16.2% | 0.007% | |
8/5/2025 | Bank of New York Mellon Corp | 123,348 | $17.11M | 0.0% | +11.8% | 0.089% | |
8/5/2025 | Freestone Capital Holdings LLC | 55,091 | $7.64M | 0.3% | -1.1% | 0.040% | |
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8/5/2025 | Bank of Montreal Can | 156,769 | $21.74M | 0.0% | +4.3% | 0.113% | |
8/5/2025 | Snider Financial Group | 3,905 | $542K | 0.2% | +20.2% | 0.003% | |
8/5/2025 | MMA Asset Management LLC | 1,492 | $207K | 0.1% | N/A | 0.001% | |
8/5/2025 | Sigma Planning Corp | 34,878 | $4.84M | 0.1% | +1.7% | 0.025% | |
8/5/2025 | Mission Wealth Management LP | 10,014 | $1.39M | 0.0% | -0.8% | 0.007% | |
8/5/2025 | TIAA Trust National Association | 2,540,797 | $352.27M | 0.9% | -9.1% | 1.823% | |
8/5/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 9,874 | $1.37M | 0.1% | -0.8% | 0.007% | |
8/5/2025 | Prosperity Wealth Management Inc. | 20,920 | $2.90M | 1.1% | N/A | 0.015% | |
8/5/2025 | Strategic Financial Concepts LLC | 5,752 | $798K | 0.1% | -5.7% | 0.004% | |
8/5/2025 | GHP Investment Advisors Inc. | 59,369 | $8.23M | 0.4% | -0.7% | 0.043% | |
8/5/2025 | Beam Wealth Advisors Inc. | 22,842 | $3.17M | 0.9% | +4.1% | 0.016% | |
8/5/2025 | Geneva Capital Management LLC | 11,873 | $1.65M | 0.0% | -38.7% | 0.009% | |
8/5/2025 | Summit Investment Advisory Services LLC | 1,702 | $236K | 0.2% | N/A | 0.001% | |
8/4/2025 | Integrity Alliance LLC. | 6,436 | $893K | 0.0% | -21.3% | 0.005% | |
8/4/2025 | AMG National Trust Bank | 329,913 | $45.75M | 1.2% | +1.2% | 0.237% | |
8/4/2025 | Pinnacle Associates Ltd. | 22,748 | $3.16M | 0.0% | -3.2% | 0.016% | |
8/4/2025 | FWG Investments LLC. | 4,539 | $630K | 0.5% | N/A | 0.003% | |
8/4/2025 | Mesirow Financial Investment Management Inc. | 141,784 | $19.67M | 0.4% | -48.6% | 0.102% | |
8/4/2025 | BLB&B Advisors LLC | 6,647 | $922K | 0.0% | -13.4% | 0.005% | |
8/4/2025 | Buckhead Capital Management LLC | 1,600 | $222K | 0.1% | N/A | 0.001% | |
8/4/2025 | Impact Partnership Wealth LLC | 1,741 | $241K | 0.0% | -13.9% | 0.001% | |
8/4/2025 | Atria Investments Inc | 6,363 | $882K | 0.0% | +11.5% | 0.005% | |
8/4/2025 | Savvy Advisors Inc. | 2,029 | $281K | 0.0% | -47.4% | 0.001% | |
8/4/2025 | Assetmark Inc. | 70,829 | $9.82M | 0.0% | +19.5% | 0.051% | |
8/4/2025 | Keybank National Association OH | 190,308 | $26.39M | 0.1% | -1.3% | 0.137% | |
8/4/2025 | HBK Sorce Advisory LLC | 4,549 | $631K | 0.0% | -16.5% | 0.003% | |
8/4/2025 | Spire Wealth Management | 11,512 | $1.60M | 0.1% | -4.3% | 0.008% | |
8/4/2025 | Hantz Financial Services Inc. | 168,860 | $23.42M | 0.4% | -1.0% | 0.121% | |
8/4/2025 | Arkadios Wealth Advisors | 22,092 | $3.06M | 0.1% | -2.6% | 0.016% | |
8/4/2025 | Daymark Wealth Partners LLC | 1,879 | $261K | 0.0% | -10.8% | 0.001% | |
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8/4/2025 | Northwest Financial Advisors | 1,704 | $236K | 0.3% | -4.3% | 0.001% | |
8/1/2025 | Biltmore Family Office LLC | 1,200 | $166K | 0.0% | +9.5% | 0.001% | |
8/1/2025 | Capital Investment Counsel LLC | 21,088 | $2.93M | 0.5% | -3.9% | 0.015% | |
8/1/2025 | First National Trust Co | 23,563 | $3.27M | 0.1% | +24.3% | 0.017% | |
8/1/2025 | Petra Financial Advisors Inc. | 70,570 | $9.79M | 6.2% | +24.8% | 0.051% | |
8/1/2025 | United Capital Management of KS Inc. | 100,637 | $13.96M | 2.2% | +0.9% | 0.072% | |
8/1/2025 | Transcend Capital Advisors LLC | 8,229 | $1.14M | 0.1% | +4.8% | 0.006% | |
8/1/2025 | Bessemer Group Inc. | 47,723 | $6.62M | 0.0% | +0.8% | 0.034% | |
8/1/2025 | First Command Advisory Services Inc. | 4,416 | $612K | 0.0% | +7.0% | 0.003% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 14,098 | $1.96M | 0.1% | +94.9% | 0.010% | |
8/1/2025 | American Financial & Tax Strategies Inc. | 2,785 | $386K | 0.2% | +5.6% | 0.002% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,990,778 | $276.08M | 0.1% | +3.2% | 1.429% | |
7/31/2025 | Wealthfront Advisers LLC | 14,191 | $1.97M | 0.0% | -9.1% | 0.010% | |
7/31/2025 | Oppenheimer Asset Management Inc. | 2,526 | $350K | 0.0% | N/A | 0.002% | |
7/31/2025 | Brighton Jones LLC | 18,061 | $2.51M | 0.1% | +2.0% | 0.013% | |
7/31/2025 | Burke & Herbert Bank & Trust Co. | 10,047 | $1.39M | 0.3% | -18.6% | 0.007% | |
7/31/2025 | Mason & Associates Inc | 1,685 | $234K | 0.1% | N/A | 0.001% | |
7/31/2025 | Sequent Asset Management LLC | 67,200 | $9.32M | 7.4% | -0.2% | 0.048% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 49,956 | $6.93M | 0.1% | -3.0% | 0.036% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 10,985 | $1.52M | 0.6% | -4.4% | 0.008% | |
7/31/2025 | Carrera Capital Advisors | 1,579 | $219K | 0.0% | N/A | 0.001% | |
7/31/2025 | Washington Trust Advisors Inc. | 1,861 | $258K | 0.0% | +5.7% | 0.001% | |
7/31/2025 | GLOBALT Investments LLC GA | 392,268 | $54.40M | 2.1% | -8.5% | 0.281% | |
7/31/2025 | LJI Wealth Management LLC | 3,246 | $450K | 0.1% | +48.2% | 0.002% | |
7/31/2025 | AlTi Global Inc. | 9,808 | $1.36M | 0.0% | -7.7% | 0.007% | |
7/30/2025 | First Citizens Bank & Trust Co. | 1,486,571 | $206.16M | 3.2% | -13.5% | 1.067% | |
7/30/2025 | Bleakley Financial Group LLC | 22,671 | $3.14M | 0.1% | +15.7% | 0.016% | |
7/30/2025 | Rothschild Capital Partners LLC | 1,809 | $251K | 0.1% | -39.2% | 0.001% | |
7/30/2025 | Strategic Blueprint LLC | 1,594 | $221K | 0.0% | N/A | 0.001% | |
7/30/2025 | LifeWealth Investments LLC | 25,134 | $3.49M | 1.1% | +11.6% | 0.018% | |
7/30/2025 | Freedom Investment Management Inc. | 3,617 | $502K | 0.0% | +2.7% | 0.003% | |
7/30/2025 | Paragon Financial Partners Inc. | 18,890 | $2.62M | 1.8% | +5.6% | 0.014% | |
7/30/2025 | Rehmann Capital Advisory Group | 14,504 | $2.01M | 0.1% | +2.5% | 0.010% | |
7/30/2025 | Patten Group Inc. | 2,263 | $314K | 0.1% | -11.9% | 0.002% | |
7/30/2025 | Exencial Wealth Advisors LLC | 2,225 | $308K | 0.0% | N/A | 0.002% | |
7/30/2025 | Brookstone Capital Management | 17,098 | $2.37M | 0.0% | +45.3% | 0.012% | |
7/30/2025 | Wedgewood Investors Inc. PA | 7,156 | $992K | 1.1% | -1.3% | 0.005% | |
7/30/2025 | D.A. Davidson & CO. | 12,177 | $1.69M | 0.0% | -6.5% | 0.009% | |
7/30/2025 | Cullen Frost Bankers Inc. | 956,036 | $132.58M | 1.7% | +15.8% | 0.686% | |
7/30/2025 | Whittier Trust Co. of Nevada Inc. | 9,936 | $1.38M | 0.0% | +24.3% | 0.007% | |
7/30/2025 | Mason & Associates LLC | 3,082 | $427K | 0.1% | -3.8% | 0.002% | |
7/30/2025 | Phoenix Financial Ltd. | 64,128 | $8.89M | 0.1% | +6.2% | 0.046% | |
7/30/2025 | Bogart Wealth LLC | 969 | $134K | 0.0% | -10.1% | 0.001% | |
7/29/2025 | Orin Green Financial LLC | 9,104 | $1.26M | 0.5% | -0.8% | 0.007% | |
7/29/2025 | Stephens Inc. AR | 542,492 | $75.23M | 1.0% | +2.0% | 0.389% | |
7/29/2025 | LMG Wealth Partners LLC | 98,403 | $13.65M | 2.8% | -1.1% | 0.071% | |
7/29/2025 | Parthenon LLC | 1,474 | $204K | 0.0% | N/A | 0.001% | |
7/29/2025 | Forvis Mazars Wealth Advisors LLC | 121,192 | $16.81M | 0.4% | -1.2% | 0.087% | |
7/29/2025 | Crux Wealth Advisors | 1,681 | $233K | 0.1% | N/A | 0.001% | |
7/29/2025 | International Assets Investment Management LLC | 2,139 | $297K | 0.0% | +16.6% | 0.002% | |
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7/29/2025 | Systelligence LLC | 140,062 | $19.42M | 3.6% | -16.5% | 0.101% | |
7/29/2025 | Joseph P. Lucia & Associates LLC | 4,060 | $563K | 0.2% | +14.4% | 0.003% | |
7/29/2025 | May Barnhard Investments LLC | 39,635 | $5.50M | 2.6% | -3.9% | 0.028% | |
7/29/2025 | Aspiriant LLC | 24,666 | $3.42M | 0.1% | +100.3% | 0.018% | |
7/29/2025 | Rodgers & Associates LTD | 421,189 | $58.41M | 6.4% | +0.2% | 0.302% | |
7/29/2025 | Stratos Wealth Partners LTD. | 54,006 | $7.49M | 0.1% | +2.0% | 0.039% | |
7/29/2025 | Stratos Wealth Advisors LLC | 3,695 | $512K | 0.0% | -8.6% | 0.003% | |
7/29/2025 | Private Trust Co. NA | 16,902 | $2.34M | 0.2% | +40.1% | 0.012% | |
7/29/2025 | Oxbow Advisors LLC | 3,080 | $427K | 0.0% | -6.2% | 0.002% | |
7/29/2025 | Werba Rubin Papier Wealth Management | 4,090 | $567K | 0.1% | N/A | 0.003% | |