8/8/2025 | Rockefeller Capital Management L.P. | 150,203 | $6.22M | 0.0% | +13.1% | 0.084% | |
8/8/2025 | Kingsview Wealth Management LLC | 420,328 | $17.41M | 0.3% | +19.6% | 0.235% | |
8/8/2025 | Cornerstone Advisors LLC | 687,100 | $28.46M | 1.0% | -0.3% | 0.383% | |
8/8/2025 | Citizens Financial Group Inc. RI | 164,355 | $6.81M | 0.1% | +61.4% | 0.092% | |
8/8/2025 | Collaborative Wealth Managment Inc. | 29,303 | $1.21M | 0.5% | -10.4% | 0.016% | |
8/8/2025 | Avantax Advisory Services Inc. | 171,293 | $7.10M | 0.0% | +6.9% | 0.096% | |
8/8/2025 | Cetera Investment Advisers | 872,949 | $36.16M | 0.1% | +23.5% | 0.487% | |
8/8/2025 | New England Capital Financial Advisors LLC | 103,187 | $4.27M | 2.0% | +7.2% | 0.058% | |
8/8/2025 | Creative Planning | 37,386,268 | $1.55B | 1.3% | +8.3% | 20.863% | |
8/8/2025 | Advisory Resource Group | 22,093 | $915K | 0.2% | +7.0% | 0.012% | |
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8/8/2025 | Foundations Investment Advisors LLC | 28,127 | $1.17M | 0.0% | +13.8% | 0.016% | |
8/8/2025 | Ignite Planners LLC | 45,748 | $1.91M | 0.3% | +8.6% | 0.026% | |
8/8/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 5,172 | $212K | 0.0% | -23.8% | 0.003% | |
8/8/2025 | W.H. Cornerstone Investments Inc. | 6,919 | $287K | 0.2% | N/A | 0.004% | |
8/8/2025 | Good Life Advisors LLC | 39,434 | $1.63M | 0.1% | -4.9% | 0.022% | |
8/8/2025 | Atlanta Consulting Group Advisors LLC | 42,225 | $1.75M | 0.5% | +7.3% | 0.024% | |
8/8/2025 | Kaizen Financial Strategies | 19,118 | $792K | 0.4% | -2.0% | 0.011% | |
8/8/2025 | Hudock Inc. | 290,865 | $12.05M | 1.9% | -1.8% | 0.162% | |
8/8/2025 | Bailard Inc. | 60,621 | $2.51M | 0.1% | +3.8% | 0.034% | |
8/8/2025 | PNC Financial Services Group Inc. | 161,874 | $6.71M | 0.0% | +1.6% | 0.090% | |
8/8/2025 | Beck Bode LLC | 8,152 | $338K | 0.1% | -40.0% | 0.005% | |
8/8/2025 | SBI Securities Co. Ltd. | 15,508 | $642K | 0.0% | -2.3% | 0.009% | |
8/7/2025 | Cascade Financial Partners LLC | 18,103 | $750K | 0.1% | -10.1% | 0.010% | |
8/7/2025 | CENTRAL TRUST Co | 14,412 | $597K | 0.0% | +3.8% | 0.008% | |
8/7/2025 | Alpha Cubed Investments LLC | 21,837 | $904K | 0.0% | -34.6% | 0.012% | |
8/7/2025 | Allworth Financial LP | 303,635 | $12.58M | 0.1% | +5.2% | 0.169% | |
8/7/2025 | PFG Advisors | 5,931 | $246K | 0.0% | +9.4% | 0.003% | |
8/7/2025 | Winthrop Capital Management LLC | 46,631 | $1.93M | 0.5% | -1.3% | 0.026% | |
8/7/2025 | Midwest Trust Co | 7,615 | $315K | 0.0% | N/A | 0.004% | |
8/7/2025 | Brio Consultants LLC | 207,864 | $8.61M | 1.3% | +0.3% | 0.116% | |
8/7/2025 | 1ST Source Bank | 85,397 | $3.54M | 0.2% | -1.3% | 0.048% | |
8/6/2025 | Prospera Financial Services Inc | 59,705 | $2.47M | 0.0% | -0.9% | 0.033% | |
8/6/2025 | AGF Management Ltd. | 288,786 | $11.96M | 0.1% | -37.8% | 0.161% | |
8/6/2025 | AE Wealth Management LLC | 235,455 | $9.75M | 0.1% | +35.8% | 0.131% | |
8/6/2025 | Bonfire Financial | 9,307 | $385K | 0.3% | +9.5% | 0.005% | |
8/6/2025 | Penserra Capital Management LLC | 300,514 | $12.45M | 0.2% | +2.6% | 0.168% | |
8/6/2025 | KCM Investment Advisors LLC | 115,180 | $4.77M | 0.2% | +2.0% | 0.064% | |
8/6/2025 | Wedbush Securities Inc. | 5,883 | $244K | 0.0% | -15.7% | 0.003% | |
8/6/2025 | Aspect Partners LLC | 119,567 | $4.95M | 2.4% | +3.3% | 0.067% | |
8/6/2025 | Innealta Capital LLC | 50,432 | $2.09M | 1.1% | +98.0% | 0.028% | |
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8/6/2025 | Savant Capital LLC | 42,542 | $1.76M | 0.0% | -8.0% | 0.024% | |
8/6/2025 | Soltis Investment Advisors LLC | 6,863 | $284K | 0.0% | -61.1% | 0.004% | |
8/6/2025 | Paladin Advisory Group LLC | 63,617 | $2.64M | 2.0% | -1.1% | 0.036% | |
8/6/2025 | Atlantic Union Bankshares Corp | 60,687 | $2.51M | 0.1% | N/A | 0.034% | |
8/6/2025 | Simmons Bank | 29,090 | $1.21M | 0.1% | -0.9% | 0.016% | |
8/5/2025 | Fourth Dimension Wealth LLC | 17,482 | $724K | 0.3% | +10.1% | 0.010% | |
8/5/2025 | GPS Wealth Strategies Group LLC | 1,822 | $75K | 0.0% | -49.3% | 0.001% | |
8/5/2025 | Cassaday & Co Wealth Management LLC | 3,089,284 | $127.96M | 3.2% | -0.1% | 1.724% | |
8/5/2025 | Huntington National Bank | 15,317 | $634K | 0.0% | -4.6% | 0.009% | |
8/5/2025 | WorthPointe LLC | 6,047 | $250K | 0.1% | N/A | 0.003% | |
8/5/2025 | Freestone Capital Holdings LLC | 241,284 | $9.99M | 0.3% | +6.3% | 0.135% | |
8/5/2025 | Snider Financial Group | 10,817 | $448K | 0.1% | +11.0% | 0.006% | |
8/5/2025 | Sigma Planning Corp | 25,143 | $1.04M | 0.0% | +42.8% | 0.014% | |
8/5/2025 | Landmark Wealth Management Inc. | 4,849 | $201K | 0.1% | -80.5% | 0.003% | |
8/5/2025 | TIAA Trust National Association | 32,120 | $1.33M | 0.0% | +130.1% | 0.018% | |
8/5/2025 | Harel Insurance Investments & Financial Services Ltd. | 1,621,738 | $67.17M | 0.8% | 0.0% | 0.905% | |
8/5/2025 | Jessup Wealth Management Inc | 108,226 | $4.48M | 1.8% | -3.8% | 0.060% | |
8/4/2025 | AlphaStar Capital Management LLC | 291,031 | $12.06M | 0.8% | +1,043.9% | 0.162% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 76,047 | $3.15M | 0.2% | +3.8% | 0.042% | |
8/4/2025 | AMG National Trust Bank | 11,468 | $475K | 0.0% | +27.9% | 0.006% | |
8/4/2025 | IFG Advisory LLC | 30,997 | $1.28M | 0.1% | +105.1% | 0.017% | |
8/4/2025 | BLB&B Advisors LLC | 9,383 | $389K | 0.0% | -66.1% | 0.005% | |
8/4/2025 | Simon Quick Advisors LLC | 88,783 | $3.68M | 0.1% | N/A | 0.050% | |
8/4/2025 | Atria Investments Inc | 50,066 | $2.07M | 0.0% | -59.8% | 0.028% | |
8/4/2025 | Assetmark Inc. | 1,094 | $45K | 0.0% | -99.1% | 0.001% | |
8/4/2025 | Keybank National Association OH | 196,846 | $8.15M | 0.0% | -4.2% | 0.110% | |
8/4/2025 | Premier Path Wealth Partners LLC | 48,155 | $2.00M | 0.3% | +6.5% | 0.027% | |
8/4/2025 | Spire Wealth Management | 51,331 | $2.12M | 0.1% | -21.9% | 0.029% | |
8/4/2025 | Arkadios Wealth Advisors | 18,024 | $747K | 0.0% | -4.8% | 0.010% | |
8/4/2025 | Flagship Harbor Advisors LLC | 239,101 | $9.90M | 0.5% | -9.9% | 0.133% | |
8/4/2025 | Econ Financial Services Corp | 64,663 | $2.68M | 1.4% | +79.4% | 0.036% | |
8/1/2025 | Auto Owners Insurance Co | 584,048 | $24.21M | 0.5% | -95.6% | 0.326% | |
8/1/2025 | James Investment Research Inc. | 20,693 | $857K | 0.1% | -4.2% | 0.012% | |
8/1/2025 | Advisory Alpha LLC | 963,965 | $39.93M | 1.2% | -0.8% | 0.538% | |
8/1/2025 | Envestnet Asset Management Inc. | 841,184 | $34.84M | 0.0% | -14.8% | 0.469% | |
7/31/2025 | Ballast Advisors LLC | 38,759 | $1.61M | 0.5% | +5.4% | 0.022% | |
7/31/2025 | Conservest Capital Advisors Inc. | 10,752 | $445K | 0.0% | +79.6% | 0.006% | |
7/31/2025 | Brighton Jones LLC | 7,402 | $307K | 0.0% | -5.8% | 0.004% | |
7/31/2025 | Rational Advisors Inc. | 16,714 | $692K | 0.1% | -2.0% | 0.009% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 27,737 | $1.15M | 0.0% | -3.5% | 0.015% | |
7/31/2025 | Ranch Capital Advisors Inc. | 29,579 | $1.23M | 0.5% | +9.1% | 0.017% | |
7/31/2025 | 3EDGE Asset Management LP | 14,502 | $597K | 0.0% | -24.2% | 0.008% | |
7/31/2025 | Jackson Hole Capital Partners LLC | 20,519 | $850K | 0.2% | +2.4% | 0.011% | |
7/31/2025 | Asset Management One Co. Ltd. | 5,186 | $215K | 0.0% | +12,865.0% | 0.003% | |
7/31/2025 | Money Design Co. Ltd. | 676,601 | $28.03M | 1.3% | +5.0% | 0.378% | |
7/31/2025 | CAP Partners LLC | 84,010 | $3.48M | 2.2% | +4.6% | 0.047% | |
7/31/2025 | Prentice Wealth Management LLC | 66,051 | $2.74M | 0.7% | -2.2% | 0.037% | |
7/30/2025 | Bleakley Financial Group LLC | 32,731 | $1.36M | 0.0% | +8.0% | 0.018% | |
7/30/2025 | Rothschild Capital Partners LLC | 115,255 | $4.77M | 1.3% | -0.9% | 0.064% | |
7/30/2025 | Castle Wealth Management LLC | 40,678 | $1.69M | 0.6% | +1.3% | 0.023% | |
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7/30/2025 | Freedom Investment Management Inc. | 29,375 | $1.22M | 0.1% | +56.9% | 0.016% | |
7/30/2025 | Brookstone Capital Management | 59,391 | $2.46M | 0.0% | -16.9% | 0.033% | |
7/30/2025 | D.A. Davidson & CO. | 269,306 | $11.16M | 0.1% | +1.9% | 0.150% | |
7/30/2025 | Beech Hill Advisors Inc. | 5,167 | $214K | 0.1% | -6.1% | 0.003% | |
7/30/2025 | Pacific Sun Financial Corp | 31,607 | $1.31M | 0.7% | -1.0% | 0.018% | |
7/30/2025 | Divergent Planning LLC | 102,602 | $4.25M | 0.8% | N/A | 0.057% | |
7/30/2025 | VCI Wealth Management LLC | 13,915 | $576K | 0.2% | +8.4% | 0.008% | |
7/30/2025 | Phoenix Financial Ltd. | 2,324,204 | $96.27M | 1.3% | -34.2% | 1.297% | |
7/30/2025 | WESPAC Advisors SoCal LLC | 21,792 | $903K | 0.2% | -2.4% | 0.012% | |
7/30/2025 | First Interstate Bank | 177,005 | $7.33M | 0.4% | -1.1% | 0.099% | |