8/4/2025 | AlphaStar Capital Management LLC | 66,072 | $2.75M | 0.2% | -86.9% | 0.039% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 6,485 | $270K | 0.0% | +79.5% | 0.004% | |
8/4/2025 | Adell Harriman & Carpenter Inc. | 88,925 | $3.70M | 0.2% | -2.4% | 0.052% | |
8/4/2025 | Impact Partnership Wealth LLC | 17,857 | $743K | 0.1% | N/A | 0.010% | |
8/4/2025 | Atria Investments Inc | 59,957 | $2.49M | 0.0% | +38.6% | 0.035% | |
8/4/2025 | MeadowBrook Investment Advisors LLC | 795 | $33K | 0.0% | N/A | 0.000% | |
8/4/2025 | Assetmark Inc. | 300,420 | $12.49M | 0.0% | +4.1% | 0.176% | |
8/4/2025 | Arkadios Wealth Advisors | 26,697 | $1.11M | 0.0% | +107.9% | 0.016% | |
8/4/2025 | World Investment Advisors | 36,590 | $1.52M | 0.0% | -38.6% | 0.021% | |
8/4/2025 | Wealth Management Associates Inc. | 75,850 | $3.16M | 1.2% | +3.5% | 0.045% | |
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8/4/2025 | L.M. Kohn & Company | 9,765 | $406K | 0.1% | +18.4% | 0.006% | |
8/1/2025 | Austin Private Wealth LLC | 149,298 | $6.21M | 0.5% | +67.7% | 0.088% | |
8/1/2025 | IQ EQ FUND MANAGEMENT IRELAND Ltd | 6,497 | $270K | 0.0% | -20.0% | 0.004% | |
8/1/2025 | Advisory Alpha LLC | 1,665,176 | $69.26M | 2.2% | +5.3% | 0.978% | |
8/1/2025 | Shilanski & Associates Inc. | 209,695 | $8.72M | 2.5% | +2.9% | 0.123% | |
8/1/2025 | Brookwood Investment Group LLC | 8,407 | $350K | 0.1% | N/A | 0.005% | |
8/1/2025 | Envestnet Asset Management Inc. | 846,168 | $35.19M | 0.0% | -10.8% | 0.497% | |
7/31/2025 | Perissos Private Wealth Management LLC | 61,683 | $2.57M | 2.0% | -1.4% | 0.036% | |
7/31/2025 | Blake Schutter Theil Wealth Advisors LLC | 11,920 | $496K | 0.6% | -33.3% | 0.007% | |
7/31/2025 | Darden Wealth Group Inc | 10,200 | $424K | 0.3% | -4.7% | 0.006% | |
7/31/2025 | State of New Jersey Common Pension Fund D | 400,000 | $16.64M | 0.1% | -78.9% | 0.235% | |
7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 31,983 | $1.33M | 0.0% | -18.4% | 0.019% | |
7/31/2025 | AlTi Global Inc. | 36,513 | $1.52M | 0.0% | -11.9% | 0.021% | |
7/30/2025 | First Citizens Bank & Trust Co. | 15,329 | $638K | 0.0% | N/A | 0.009% | |
7/30/2025 | Cornerstone Advisory LLC | 16,193 | $673K | 0.1% | +2.4% | 0.010% | |
7/30/2025 | Strategic Blueprint LLC | 6,815 | $283K | 0.0% | -4.0% | 0.004% | |
7/30/2025 | Freedom Investment Management Inc. | 25,151 | $1.05M | 0.1% | -7.9% | 0.015% | |
7/30/2025 | Patten Group Inc. | 10,824 | $450K | 0.1% | -10.0% | 0.006% | |
7/30/2025 | Brookstone Capital Management | 9,336 | $388K | 0.0% | +2.7% | 0.005% | |
7/30/2025 | D.A. Davidson & CO. | 31,816 | $1.32M | 0.0% | -17.0% | 0.019% | |
7/30/2025 | WESPAC Advisors SoCal LLC | 78,590 | $3.27M | 0.7% | -51.5% | 0.046% | |
7/30/2025 | Nottingham Advisors Inc. | 41,620 | $1.73M | 0.3% | +4.0% | 0.024% | |
7/30/2025 | Drive Wealth Management LLC | 233,961 | $9.73M | 2.1% | +10.2% | 0.137% | |
7/29/2025 | Stephens Inc. AR | 54,796 | $2.28M | 0.0% | +10.7% | 0.032% | |
7/29/2025 | Balboa Wealth Partners | 10,855 | $451K | 0.1% | +3.5% | 0.006% | |
7/29/2025 | Chicago Partners Investment Group LLC | 8,807 | $367K | 0.0% | -3.5% | 0.005% | |
7/29/2025 | Dumont & Blake Investment Advisors LLC | 47,455 | $1.97M | 0.5% | +3.4% | 0.028% | |
7/29/2025 | International Assets Investment Management LLC | 56,366 | $2.34M | 0.1% | +0.5% | 0.033% | |
7/29/2025 | ShoreHaven Wealth Partners LLC | 12,631 | $525K | 0.2% | N/A | 0.007% | |
7/29/2025 | Huntleigh Advisors Inc. | 8,310 | $346K | 0.1% | +16.8% | 0.005% | |
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7/29/2025 | Stratos Wealth Partners LTD. | 49,173 | $2.05M | 0.0% | +5.5% | 0.029% | |
7/29/2025 | Private Trust Co. NA | 7,780 | $324K | 0.0% | -31.0% | 0.005% | |
7/28/2025 | Sagace Wealth Management LLC | 146,039 | $6.07M | 4.5% | -28.0% | 0.086% | |
7/28/2025 | Harbour Investments Inc. | 24,515 | $1.02M | 0.0% | +38.9% | 0.014% | |
7/28/2025 | Heritage Wealth Management Inc. CA | 43,815 | $1.82M | 1.2% | +5.0% | 0.026% | |
7/28/2025 | J.Safra Asset Management Corp | 23,806 | $989K | 0.1% | N/A | 0.014% | |
7/28/2025 | Courier Capital LLC | 33,481 | $1.39M | 0.1% | +1.7% | 0.020% | |
7/28/2025 | Axxcess Wealth Management LLC | 21,241 | $883K | 0.0% | +1.5% | 0.012% | |
7/25/2025 | Atria Wealth Solutions Inc. | 50,432 | $2.09M | 0.0% | -13.1% | 0.030% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 266,737 | $11.09M | 0.0% | +13.3% | 0.157% | |
7/25/2025 | Concord Asset Management LLC VA | 63,786 | $2.65M | 0.4% | +227.0% | 0.037% | |
7/25/2025 | CWM LLC | 109,045 | $4.54M | 0.0% | +5.1% | 0.064% | |
7/25/2025 | Transcendent Capital Group LLC | 82,127 | $3.42M | 1.8% | N/A | 0.048% | |
7/25/2025 | Sovereign Financial Group Inc. | 8,657 | $360K | 0.1% | N/A | 0.005% | |
7/25/2025 | Apollon Wealth Management LLC | 7,299 | $304K | 0.0% | -4.5% | 0.004% | |
7/24/2025 | Conning Inc. | 713,275 | $29.67M | 1.0% | +11.2% | 0.419% | |
7/24/2025 | Eastern Bank | 1,565 | $65K | 0.0% | -27.4% | 0.001% | |
7/24/2025 | Ridgeline Wealth Planning LLC | 11,398 | $474K | 0.4% | -4.6% | 0.007% | |
7/24/2025 | Pinion Investment Advisors LLC | 5,453 | $227K | 0.1% | -24.8% | 0.003% | |
7/24/2025 | Leo Wealth LLC | 19,957 | $830K | 0.1% | N/A | 0.012% | |
7/23/2025 | Clear Creek Financial Management LLC | 45,009 | $1.87M | 0.2% | +14.4% | 0.026% | |
7/23/2025 | Opulen Financial Group LLC | 27,652 | $1.15M | 0.9% | -4.3% | 0.016% | |
7/23/2025 | Friedenthal Financial | 43,750 | $1.82M | 1.0% | +8.7% | 0.026% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 5,648 | $235K | 0.0% | -5.1% | 0.003% | |
7/23/2025 | Prasad Wealth Partners LLC | 7,560 | $314K | 0.1% | -32.4% | 0.004% | |
7/23/2025 | Joel Isaacson & Co. LLC | 38,086 | $1.58M | 0.1% | +3.7% | 0.022% | |
7/23/2025 | Sachetta LLC | 25,204 | $1.05M | 0.4% | -3.0% | 0.015% | |
7/23/2025 | Tyche Wealth Partners LLC | 6,229 | $259K | 0.1% | -23.5% | 0.004% | |
7/22/2025 | Luken Investment Analytics LLC | 155,480 | $6.47M | 2.8% | -3.2% | 0.091% | |
7/22/2025 | Grimes & Company Inc. | 29,652 | $1.23M | 0.0% | -7.1% | 0.017% | |
7/22/2025 | Merit Financial Group LLC | 223,888 | $9.31M | 0.1% | -42.7% | 0.131% | |
7/22/2025 | Simplicity Wealth LLC | 125,255 | $5.21M | 0.2% | +24.0% | 0.074% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 6,088 | $253K | 0.0% | -49.0% | 0.004% | |
7/21/2025 | AEGON USA Investment Management LLC | 29,300 | $1.22M | 0.9% | -38.1% | 0.017% | |
7/21/2025 | NTV Asset Management LLC | 16,600 | $690K | 0.1% | -2.9% | 0.010% | |
7/21/2025 | Ameritas Advisory Services LLC | 537,974 | $22.37M | 1.2% | -22.1% | 0.316% | |
7/21/2025 | Sterling Investment Counsel LLC | 6,155 | $256K | 0.2% | N/A | 0.004% | |
7/21/2025 | Ashton Thomas Securities LLC | 4,914 | $204K | 0.0% | -31.7% | 0.003% | |
7/21/2025 | Investment Planning Advisors Inc. | 9,630 | $401K | 0.1% | -25.8% | 0.006% | |
7/21/2025 | Rainey & Randall Wealth Advisors Inc. | 136,317 | $5.67M | 1.0% | -0.6% | 0.080% | |
7/21/2025 | TFG Advisers LLC | 96,491 | $4.01M | 1.4% | +2.5% | 0.057% | |
7/18/2025 | Parsons Capital Management Inc. RI | 26,539 | $1.10M | 0.1% | -2.1% | 0.016% | |
7/18/2025 | PFG Investments LLC | 11,355 | $472K | 0.0% | -25.9% | 0.007% | |
7/18/2025 | Consolidated Portfolio Review Corp | 6,746 | $281K | 0.0% | -13.3% | 0.004% | |
7/18/2025 | Liberty Capital Management Inc. | 4,947 | $206K | 0.0% | N/A | 0.003% | |
7/18/2025 | Wetzel Investment Advisors Inc. | 8,187 | $340K | 0.2% | -39.8% | 0.005% | |
7/18/2025 | Truist Financial Corp | 56,702 | $2.36M | 0.0% | -13.2% | 0.033% | |
7/18/2025 | Lockerman Financial Group Inc. | 9,393 | $391K | 0.5% | +10.6% | 0.006% | |
7/17/2025 | Trivium Point Advisory LLC | 90,506 | $3.76M | 0.4% | -0.5% | 0.054% | |
7/17/2025 | Capital Investment Advisors LLC | 43,621 | $1.81M | 0.0% | -1.2% | 0.026% | |
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7/17/2025 | LifeGoal Wealth Advisors | 6,328 | $263K | 0.2% | -16.8% | 0.004% | |
7/17/2025 | Raleigh Capital Management Inc. | 44,951 | $1.87M | 0.8% | +6.2% | 0.027% | |
7/17/2025 | Janney Montgomery Scott LLC | 179,541 | $7.47M | 0.0% | -2.4% | 0.106% | |
7/17/2025 | Refined Wealth Management | 210,651 | $8.76M | 6.0% | +0.3% | 0.125% | |
7/17/2025 | Albion Financial Group UT | 62,405 | $2.60M | 0.2% | -1.3% | 0.037% | |
7/17/2025 | Wagner Wealth Management LLC | 14,516 | $604K | 0.1% | +1.9% | 0.009% | |
7/17/2025 | Patton Albertson Miller Group LLC | 32,256 | $1.34M | 0.2% | -5.3% | 0.019% | |
7/17/2025 | Keystone Global Partners LLC | 13,567 | $564K | 0.3% | -15.2% | 0.008% | |
7/16/2025 | John W. Brooker & Co. CPAs | 6,266 | $260K | 0.6% | N/A | 0.004% | |
7/16/2025 | Twelve Points Wealth Management LLC | 128,260 | $5.33M | 1.4% | +14.9% | 0.076% | |