8/6/2025 | Vestmark Advisory Solutions Inc. | 118,666 | $2.23M | 0.0% | +149.6% | 0.099% | |
8/6/2025 | Texas Yale Capital Corp. | 263,229 | $4.96M | 0.2% | -4.4% | 0.219% | |
8/6/2025 | Golden State Wealth Management LLC | 7,452 | $140K | 0.0% | -13.6% | 0.006% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 4,693 | $88K | 0.0% | -10.6% | 0.004% | |
8/4/2025 | Savvy Advisors Inc. | 11,378 | $214K | 0.0% | N/A | 0.009% | |
8/4/2025 | MeadowBrook Investment Advisors LLC | 8,080 | $152K | 0.1% | -22.8% | 0.007% | |
8/4/2025 | Assetmark Inc. | 845,138 | $15.91M | 0.0% | +4.1% | 0.703% | |
8/1/2025 | New York Life Investment Management LLC | 1,848,925 | $34.82M | 0.3% | +562.4% | 1.537% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,642,627 | $30.93M | 0.0% | +14.6% | 1.365% | |
7/31/2025 | Wealthfront Advisers LLC | 13,684 | $258K | 0.0% | N/A | 0.011% | |
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7/31/2025 | Perissos Private Wealth Management LLC | 72,192 | $1.36M | 1.1% | -14.1% | 0.060% | |
7/31/2025 | Rational Advisors Inc. | 1,102,418 | $20.76M | 2.1% | +0.8% | 0.916% | |
7/30/2025 | First Citizens Bank & Trust Co. | 23,735 | $447K | 0.0% | +46.9% | 0.020% | |
7/30/2025 | Syntegra Private Wealth Group LLC | 42,106 | $793K | 0.1% | +107.9% | 0.035% | |
7/30/2025 | First Interstate Bank | 121,662 | $2.29M | 0.1% | N/A | 0.101% | |
7/30/2025 | WBH Advisory Inc. | 25,361 | $478K | 0.0% | +75.5% | 0.021% | |
7/29/2025 | FLC Capital Advisors | 22,954 | $432K | 0.1% | -53.3% | 0.019% | |
7/29/2025 | Unison Advisors LLC | 66,032 | $1.24M | 0.1% | +5.8% | 0.055% | |
7/29/2025 | Stratos Wealth Partners LTD. | 137,491 | $2.59M | 0.0% | -4.6% | 0.114% | |
7/29/2025 | Private Trust Co. NA | 29,932 | $564K | 0.1% | -10.5% | 0.025% | |
7/29/2025 | Aire Advisors LLC | 332,235 | $6.26M | 1.2% | -2.6% | 0.276% | |
7/28/2025 | Duncker Streett & Co. Inc. | 67,139 | $1.26M | 0.2% | -2.6% | 0.056% | |
7/28/2025 | Mutual Advisors LLC | 74,383 | $1.42M | 0.0% | -2.0% | 0.062% | |
7/28/2025 | Harbour Investments Inc. | 5,600 | $105K | 0.0% | +718.7% | 0.005% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 36,758 | $692K | 0.0% | +16.4% | 0.031% | |
7/25/2025 | RHS Financial LLC | 45,567 | $858K | 0.5% | -23.1% | 0.038% | |
7/25/2025 | CWM LLC | 1,345,912 | $25.34M | 0.1% | +1.5% | 1.119% | |
7/25/2025 | Apollon Financial LLC | 80,463 | $1.52M | 0.3% | -5.2% | 0.067% | |
7/25/2025 | Apollon Wealth Management LLC | 58,549 | $1.10M | 0.0% | -16.4% | 0.049% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 232,944 | $4.39M | 0.1% | +7.2% | 0.194% | |
7/24/2025 | IFP Advisors Inc | 14,377 | $271K | 0.0% | -16.5% | 0.012% | |
7/24/2025 | Blair William & Co. IL | 2,728 | $51K | 0.0% | +3,442.9% | 0.002% | |
7/23/2025 | Columbus Macro LLC | 554,683 | $10.45M | 1.3% | +16.2% | 0.461% | |
7/23/2025 | Eagle Strategies LLC | 70,360 | $1.33M | 0.2% | +28.2% | 0.058% | |
7/22/2025 | Appleton Partners Inc. MA | 214,421 | $4.04M | 0.3% | -5.7% | 0.178% | |
7/22/2025 | Plimoth Trust Co. LLC | 65,205 | $1.23M | 0.3% | +3.9% | 0.054% | |
7/22/2025 | Iron Horse Wealth Management LLC | 304,662 | $5.74M | 1.7% | +1.5% | 0.253% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 24,172 | $455K | 0.0% | +13.9% | 0.020% | |
7/22/2025 | Accel Wealth Management | 46,577 | $877K | 0.3% | -23.4% | 0.039% | |
7/21/2025 | Future Financial Wealth Managment LLC | 3,305 | $62K | 0.0% | -46.7% | 0.003% | |
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7/21/2025 | Ameritas Advisory Services LLC | 7,901 | $149K | 0.0% | N/A | 0.007% | |
7/21/2025 | Crews Bank & Trust | 125,380 | $2.36M | 0.4% | +7.2% | 0.104% | |
7/21/2025 | Trinity Legacy Partners LLC | 444,869 | $8.45M | 2.1% | -0.4% | 0.370% | |
7/18/2025 | Naples Global Advisors LLC | 458,365 | $8.63M | 0.7% | +6.9% | 0.381% | |
7/18/2025 | Madrona Financial Services LLC | 28,149 | $530K | 0.1% | +8.2% | 0.023% | |
7/17/2025 | Janney Montgomery Scott LLC | 48,196 | $908K | 0.0% | -3.1% | 0.040% | |
7/17/2025 | Fifth Third Securities Inc. | 170,221 | $3.21M | 0.2% | +6.5% | 0.141% | |
7/17/2025 | SWS Partners | 265,414 | $5.00M | 1.3% | +6.5% | 0.220% | |
7/17/2025 | Prepared Retirement Institute LLC | 118,938 | $2.24M | 1.3% | -9.9% | 0.099% | |
7/17/2025 | Sound Income Strategies LLC | 274,715 | $5.17M | 0.3% | -1.2% | 0.228% | |
7/17/2025 | KWB Wealth | 13,864 | $264K | 0.0% | -96.4% | 0.012% | |
7/17/2025 | Tiller Private Wealth Inc. | 947,579 | $17.84M | 6.8% | -2.1% | 0.787% | |
7/17/2025 | David Kennon Inc | 229,687 | $4.33M | 1.6% | -45.5% | 0.191% | |
7/16/2025 | Prairiewood Capital LLC | 361,425 | $6.81M | 2.5% | +6.7% | 0.300% | |
7/16/2025 | Advisors Management Group Inc. ADV | 15,500 | $292K | 0.1% | -7.8% | 0.013% | |
7/15/2025 | Oxinas Partners Wealth Management LLC | 10,653 | $201K | 0.1% | -9.7% | 0.009% | |
7/15/2025 | Fortitude Family Office LLC | 3,544 | $67K | 0.0% | N/A | 0.003% | |
7/15/2025 | GSB Wealth Management LLC | 135,355 | $2.55M | 0.6% | +16.5% | 0.112% | |
7/14/2025 | Lewis Asset Management LLC | 14,843 | $279K | 0.1% | -3.6% | 0.012% | |
7/14/2025 | Park Avenue Securities LLC | 461,058 | $8.68M | 0.1% | +5.5% | 0.383% | |
7/14/2025 | Sowell Financial Services LLC | 14,449 | $272K | 0.0% | +7.5% | 0.012% | |
7/11/2025 | Farther Finance Advisors LLC | 21,195 | $399K | 0.0% | +179.1% | 0.018% | |
7/11/2025 | Global X Japan Co. Ltd. | 3,540,531 | $66.67M | 6.8% | +11.6% | 2.940% | |
7/10/2025 | Orgel Wealth Management LLC | 6,963,093 | $131.12M | 3.2% | N/A | 5.783% | |
7/10/2025 | AHL Investment Management Inc. | 417,733 | $7.87M | 5.2% | -0.4% | 0.347% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 16,652 | $317K | 0.0% | -34.6% | 0.014% | |
7/9/2025 | Channel Wealth LLC | 10,453 | $197K | 0.1% | -31.9% | 0.009% | |
7/9/2025 | Triumph Capital Management | 43,636 | $822K | 0.2% | +3.9% | 0.036% | |
7/8/2025 | FF Advisors LLC | 82,891 | $1.56M | 0.8% | +5.4% | 0.069% | |
7/8/2025 | Apella Capital LLC | 66,502 | $1.26M | 0.0% | N/A | 0.055% | |
7/8/2025 | Adams Asset Advisors LLC | 49,806 | $938K | 0.1% | N/A | 0.041% | |
7/7/2025 | Investors Research Corp | 74,370 | $1.40M | 0.3% | -1.2% | 0.062% | |
7/3/2025 | TrueWealth Advisors LLC | 32,941 | $620K | 0.2% | -24.0% | 0.027% | |
7/3/2025 | Collective Family Office LLC | 486,072 | $9.15M | 2.4% | -3.2% | 0.403% | |
6/27/2025 | Goldman Sachs Group Inc. | 153,598 | $2.93M | 0.0% | +1,157.8% | 0.127% | |
6/17/2025 | Howe & Rusling Inc. | 7,508 | $143K | 0.0% | +44.2% | 0.006% | |
6/2/2025 | Modern Wealth Management LLC | 557,594 | $10.62M | 0.3% | -3.6% | 0.454% | |
5/28/2025 | Anderson Financial Strategies LLC | 2,422 | $46K | 0.0% | N/A | 0.002% | |
5/27/2025 | Advisors Capital Management LLC | 68,582 | $1.31M | 0.0% | +4.2% | 0.056% | |
5/27/2025 | SWS Partners | 249,210 | $4.75M | 1.5% | +10.7% | 0.203% | |
5/21/2025 | Bluefin Capital Management LLC | 58,906 | $1.12M | 0.8% | N/A | 0.048% | |
5/20/2025 | Focus Partners Wealth | 239,457 | $4.56M | 0.0% | -14.4% | 0.195% | |
5/20/2025 | Flaharty Asset Management LLC | 1,003,503 | $19.11M | 2.8% | +8.2% | 0.816% | |
5/16/2025 | Goldman Sachs Group Inc. | 153,598 | $2.93M | 0.0% | +1,157.8% | 0.125% | |
5/16/2025 | Kestra Investment Management LLC | 55,766 | $1.06M | 0.0% | +66.4% | 0.045% | |
5/16/2025 | Rockport Wealth LLC | 137,221 | $2.61M | 0.9% | +63.5% | 0.112% | |
5/16/2025 | NewEdge Advisors LLC | 82,567 | $1.57M | 0.0% | -7.3% | 0.067% | |
5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 320,163 | $6.10M | 0.0% | -0.9% | 0.260% | |
5/15/2025 | Royal Bank of Canada | 717,579 | $13.66M | 0.0% | +5.4% | 0.584% | |
5/15/2025 | MAI Capital Management | 340,532 | $6.48M | 0.0% | +53.8% | 0.277% | |
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5/15/2025 | Baird Financial Group Inc. | 230,583 | $4.39M | 0.0% | -0.5% | 0.188% | |
5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 124,773 | $2.38M | 0.1% | +5.9% | 0.102% | |
5/14/2025 | Note Advisors LLC | 120,227 | $2.29M | 1.9% | +9.4% | 0.098% | |
5/14/2025 | WCG Wealth Advisors LLC | 20,435 | $389K | 0.0% | -6.4% | 0.017% | |
5/14/2025 | WealthTrust Axiom LLC | 272,387 | $5.19M | 1.6% | +1.1% | 0.222% | |
5/14/2025 | Full Sail Capital LLC | 1,426,866 | $27.17M | 1.8% | +4.3% | 1.161% | |
5/14/2025 | Freedom Investment Management Inc. | 12,525 | $238K | 0.0% | -44.2% | 0.010% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 141,924 | $2.70M | 0.0% | +153.6% | 0.115% | |
5/14/2025 | Trinity Legacy Partners LLC | 446,546 | $8.41M | 2.1% | +25.3% | 0.363% | |
5/14/2025 | Kestra Advisory Services LLC | 315,721 | $6.01M | 0.0% | +17.4% | 0.257% | |