| 8/1/2025 | James Investment Research Inc. | 47,718 | $2.28M | 0.3% | +2.2% | 0.067% | |
| 8/1/2025 | Equita Financial Network Inc. | 14,348 | $686K | 0.3% | +28.5% | 0.020% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 30,744 | $1.47M | 0.1% | -27.2% | 0.043% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 4,906,463 | $234.68M | 0.1% | -5.5% | 6.886% | |
| 7/31/2025 | Leavell Investment Management Inc. | 4,275 | $204K | 0.0% | -58.5% | 0.006% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 52,820 | $2.53M | 0.0% | -7.7% | 0.074% | |
| 7/31/2025 | LJI Wealth Management LLC | 49,766 | $2.38M | 0.4% | -3.3% | 0.070% | |
| 7/31/2025 | GenTrust LLC | 126,658 | $6.06M | 0.3% | -1.1% | 0.178% | |
| 7/30/2025 | Strategic Blueprint LLC | 10,947 | $524K | 0.0% | +15.4% | 0.015% | |
| 7/30/2025 | Freedom Investment Management Inc. | 45,273 | $2.17M | 0.2% | -4.3% | 0.064% | |
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| 7/30/2025 | Studio Investment Management LLC | 14,635 | $700K | 0.1% | -42.7% | 0.021% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 133,444 | $6.38M | 0.1% | -5.0% | 0.187% | |
| 7/30/2025 | Atlantic Edge Private Wealth Management LLC | 15,271 | $730K | 0.2% | -14.8% | 0.021% | |
| 7/30/2025 | Canvas Wealth Advisors LLC | 15,662 | $751K | 0.2% | +2.0% | 0.022% | |
| 7/29/2025 | Alaska Permanent Capital Management LLC | 27,260 | $1.30M | 0.1% | -41.8% | 0.038% | |
| 7/29/2025 | Alaska Wealth Advisors | 265,878 | $12.72M | 1.8% | -7.9% | 0.373% | |
| 7/29/2025 | Private Trust Co. NA | 4,585 | $219K | 0.0% | +266.2% | 0.006% | |
| 7/28/2025 | IFG Advisors LLC | 9,281 | $444K | 0.1% | -7.4% | 0.013% | |
| 7/28/2025 | Elmwood Wealth Management Inc. | 33,162 | $1.59M | 0.6% | +26.5% | 0.047% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 14,480 | $693K | 0.0% | -23.3% | 0.020% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 21,801 | $1.04M | 0.0% | -70.3% | 0.031% | |
| 7/25/2025 | CWM LLC | 80,731 | $3.86M | 0.0% | -1.1% | 0.113% | |
| 7/25/2025 | Transcendent Capital Group LLC | 13,069 | $625K | 0.3% | +2.2% | 0.018% | |
| 7/25/2025 | Ackerman Capital Advisors LLC | 33,973 | $1.63M | 0.4% | +57.5% | 0.048% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 18,108 | $866K | 0.0% | +5.9% | 0.025% | |
| 7/25/2025 | Apollon Wealth Management LLC | 28,302 | $1.35M | 0.0% | -40.6% | 0.040% | |
| 7/25/2025 | Keener Financial Planning LLC | 3,367 | $161K | 0.1% | +11.9% | 0.005% | |
| 7/25/2025 | PrairieView Partners LLC | 12,553 | $600K | 0.1% | -14.2% | 0.018% | |
| 7/25/2025 | Richardson Financial Services Inc. | 3,344 | $160K | 0.1% | -12.6% | 0.005% | |
| 7/24/2025 | KFA Private Wealth Group LLC | 7,426 | $355K | 0.1% | N/A | 0.010% | |
| 7/24/2025 | Wealth Management Resources Inc. | 12,516 | $599K | 0.2% | +13.9% | 0.018% | |
| 7/24/2025 | Blue Trust Inc. | 967 | $46K | 0.0% | +1,365.2% | 0.001% | |
| 7/24/2025 | Brandywine Oak Private Wealth LLC | 46,495 | $2.22M | 0.2% | -3.6% | 0.065% | |
| 7/24/2025 | Moseley Investment Management Inc. | 9,070 | $434K | 0.1% | -9.8% | 0.013% | |
| 7/24/2025 | Blair William & Co. IL | 11,948 | $571K | 0.0% | -2.1% | 0.017% | |
| 7/24/2025 | US Bancorp DE | 47,596 | $2.28M | 0.0% | -2.0% | 0.067% | |
| 7/23/2025 | L.K. Benson & Company P.C. | 10,505 | $502K | 0.3% | -23.0% | 0.015% | |
| 7/23/2025 | Eagle Strategies LLC | 39,299 | $1.88M | 0.3% | -5.1% | 0.055% | |
| 7/23/2025 | Pure Portfolios Holdings LLC | 116,586 | $5.58M | 1.9% | +32.1% | 0.164% | |
| 7/23/2025 | Friedenthal Financial | 18,386 | $879K | 0.5% | -1.6% | 0.026% | |
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| 7/23/2025 | Country Club Bank | 21,077 | $1.01M | 0.1% | +11.4% | 0.030% | |
| 7/23/2025 | SteelPeak Wealth LLC | 55,541 | $2.66M | 0.1% | +1.5% | 0.078% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 253,667 | $12.13M | 0.2% | -27.8% | 0.356% | |
| 7/22/2025 | Evensky & Katz LLC | 8,667 | $415K | 0.0% | +10.9% | 0.012% | |
| 7/22/2025 | Aquire Wealth Advisors LLC | 39,456 | $1.89M | 0.5% | -39.8% | 0.055% | |
| 7/22/2025 | OLD National Bancorp IN | 180,585 | $8.64M | 0.2% | -24.3% | 0.253% | |
| 7/22/2025 | Wealthcare Capital Partners LLC | 8,540 | $408K | 0.2% | +26.1% | 0.012% | |
| 7/22/2025 | Wealthcare Capital Management LLC | 32,857 | $1.57M | 0.2% | +0.8% | 0.046% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 657,896 | $31.47M | 0.7% | +11.6% | 0.923% | |
| 7/22/2025 | McNaughton Wealth Management LLC | 54,516 | $2.61M | 1.2% | -4.0% | 0.077% | |
| 7/21/2025 | Quent Capital LLC | 1,418,462 | $67.85M | 6.5% | -0.1% | 1.991% | |
| 7/21/2025 | Ascent Group LLC | 60,310 | $2.89M | 0.1% | -12.9% | 0.085% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 139,738 | $6.68M | 0.2% | +2.5% | 0.196% | |
| 7/21/2025 | Crews Bank & Trust | 13,812 | $661K | 0.1% | -3.6% | 0.019% | |
| 7/21/2025 | Hilltop National Bank | 2,916 | $139K | 0.0% | N/A | 0.004% | |
| 7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 1,545,071 | $73.90M | 1.2% | +2.4% | 2.169% | |
| 7/18/2025 | Precision Wealth Strategies LLC | 108,920 | $5.21M | 1.7% | N/A | 0.153% | |
| 7/18/2025 | TruNorth Capital Management LLC | 150,110 | $7.18M | 1.6% | +51.9% | 0.211% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 6,800 | $325K | 0.0% | -6.5% | 0.010% | |
| 7/18/2025 | Truist Financial Corp | 199,393 | $9.54M | 0.0% | -10.1% | 0.280% | |
| 7/18/2025 | Parkside Investments LLC | 5,625 | $269K | 0.0% | -34.8% | 0.008% | |
| 7/17/2025 | One Wealth Advisors LLC | 4,971 | $238K | 0.0% | -19.0% | 0.007% | |
| 7/17/2025 | K2 Financial Inc. | 4,211 | $202K | 0.2% | N/A | 0.006% | |
| 7/17/2025 | HCR Wealth Advisors | 8,000 | $383K | 0.0% | +45.5% | 0.011% | |
| 7/17/2025 | Janney Capital Management LLC | 60,881 | $2.91M | 0.2% | -1.0% | 0.085% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 8,879 | $425K | 0.0% | +6.4% | 0.012% | |
| 7/17/2025 | Symmetry Partners LLC | 162,333 | $7.76M | 1.0% | +11.6% | 0.228% | |
| 7/17/2025 | Altus Wealth Management LLC | 10,379 | $496K | 0.2% | -10.1% | 0.015% | |
| 7/17/2025 | Charles Schwab Trust Co | 48,391 | $2.32M | 0.2% | N/A | 0.068% | |
| 7/17/2025 | Chatham Capital Group Inc. | 118,785 | $5.68M | 0.9% | +2.1% | 0.167% | |
| 7/16/2025 | 1834 Investment Advisors Co. | 15,001 | $717K | 0.1% | -20.2% | 0.021% | |
| 7/16/2025 | Eagle Global Advisors LLC | 47,083 | $2.25M | 0.1% | -1.7% | 0.066% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 46,926 | $2.24M | 0.1% | -5.5% | 0.066% | |
| 7/16/2025 | Dakota Wealth Management | 47,200 | $2.26M | 0.0% | -34.1% | 0.066% | |
| 7/16/2025 | Perigon Wealth Management LLC | 19,561 | $936K | 0.0% | +1.3% | 0.027% | |
| 7/16/2025 | Moneywise Inc. | 14,676 | $702K | 0.3% | -13.4% | 0.021% | |
| 7/15/2025 | McAdam LLC | 90,540 | $4.33M | 0.2% | +67.6% | 0.127% | |
| 7/15/2025 | Legacy Solutions LLC | 11,713 | $560K | 0.5% | -2.0% | 0.016% | |
| 7/15/2025 | TD Private Client Wealth LLC | 245,526 | $11.74M | 0.3% | -1.2% | 0.345% | |
| 7/15/2025 | Mather Group LLC. | 17,730 | $848K | 0.0% | -30.7% | 0.025% | |
| 7/15/2025 | BCS Wealth Management | 14,664 | $701K | 0.2% | -2.3% | 0.021% | |
| 7/15/2025 | Kwmg LLC | 27,080 | $1.30M | 0.1% | -17.7% | 0.038% | |
| 7/14/2025 | MY Wealth Management Inc. | 9,953 | $476K | 0.5% | -92.8% | 0.014% | |
| 7/14/2025 | GAMMA Investing LLC | 59,876 | $2.86M | 0.2% | +95.5% | 0.084% | |
| 7/14/2025 | Farmers & Merchants Investments Inc. | 1,475 | $71K | 0.0% | -39.1% | 0.002% | |
| 7/14/2025 | Park Avenue Securities LLC | 22,684 | $1.09M | 0.0% | -49.9% | 0.032% | |
| 7/11/2025 | Farther Finance Advisors LLC | 145,709 | $6.97M | 0.1% | -4.8% | 0.205% | |
| 7/11/2025 | Pinnacle Bancorp Inc. | 1,745 | $83K | 0.0% | +30.8% | 0.002% | |
| 7/11/2025 | Cypress Financial Planning LLC | 16,993 | $813K | 0.3% | +6.6% | 0.024% | |
| 7/10/2025 | Voisard Asset Management Group Inc. | 28,714 | $1.37M | 0.4% | N/A | 0.040% | |
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While the world celebrates Bitcoin becoming 2025’s top-performing asset, smart hedge funds are accumulating elsewhere.
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| 7/10/2025 | Hurlow Wealth Management Group Inc. | 33,168 | $1.59M | 0.4% | -0.7% | 0.047% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 249,058 | $11.90M | 0.0% | -48.0% | 0.350% | |
| 7/10/2025 | Sunflower Bank N.A. | 14,851 | $710K | 0.2% | -5.3% | 0.021% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 46,478 | $2.22M | 0.1% | +6.0% | 0.065% | |
| 7/9/2025 | PFW Advisors LLC | 14,757 | $706K | 0.2% | -30.7% | 0.021% | |
| 7/9/2025 | Riversedge Advisors LLC | 9,718 | $465K | 0.1% | -18.0% | 0.014% | |
| 7/8/2025 | Juncture Wealth Strategies LLC | 24,992 | $1.20M | 0.4% | +14.5% | 0.035% | |
| 7/8/2025 | Apella Capital LLC | 120,925 | $5.78M | 0.2% | -5.3% | 0.170% | |
| 7/8/2025 | First International Bank & Trust | 45,725 | $2.19M | 0.8% | -22.6% | 0.064% | |
| 7/8/2025 | Parallel Advisors LLC | 6,923 | $331K | 0.0% | -65.3% | 0.010% | |
