8/1/2025 | Planning Directions Inc. | 7,433 | $371K | 0.2% | -10.2% | 0.007% | |
8/1/2025 | Zhang Financial LLC | 18,099 | $903K | 0.0% | +195.4% | 0.017% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 110,948 | $5.53M | 0.2% | -7.0% | 0.104% | |
8/1/2025 | MorganRosel Wealth Management LLC | 116,066 | $5.79M | 1.6% | +1.7% | 0.109% | |
8/1/2025 | Signature Wealth Management Group | 86,959 | $4.34M | 1.7% | +1.0% | 0.082% | |
8/1/2025 | Envestnet Asset Management Inc. | 170,424 | $8.50M | 0.0% | +104.0% | 0.160% | |
7/31/2025 | CVA Family Office LLC | 4,683 | $234K | 0.0% | +15.0% | 0.004% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 17,110 | $853K | 0.0% | +2.2% | 0.016% | |
7/31/2025 | Curio Wealth LLC | 4,938 | $246K | 0.1% | +164,500.0% | 0.005% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 4,073 | $203K | 0.1% | N/A | 0.004% | |
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7/31/2025 | Harbour Investment Management LLC | 46,028 | $2.30M | 1.0% | +37.1% | 0.043% | |
7/31/2025 | Avion Wealth | 1,149,310 | $57.31M | 13.1% | +5.7% | 1.079% | |
7/31/2025 | Planning Center Inc. | 7,282 | $363K | 0.0% | N/A | 0.007% | |
7/30/2025 | Capital Investment Services of America Inc. | 82,085 | $4.09M | 0.4% | +1.2% | 0.077% | |
7/30/2025 | BlueChip Wealth Advisors LLC | 209,098 | $10.43M | 4.3% | +62.6% | 0.196% | |
7/30/2025 | Cookson Peirce & Co. Inc. | 4,523 | $226K | 0.0% | N/A | 0.004% | |
7/30/2025 | Brookstone Capital Management | 13,386 | $667K | 0.0% | -14.1% | 0.013% | |
7/30/2025 | Triton Financial Group Inc | 15,939 | $795K | 0.6% | N/A | 0.015% | |
7/30/2025 | Mills Wealth Advisors LLC | 12,415 | $619K | 0.3% | -20.0% | 0.012% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 46,952 | $2.34M | 0.1% | -22.8% | 0.044% | |
7/30/2025 | Financial Perspectives Inc | 4,042 | $202K | 0.1% | +297.4% | 0.004% | |
7/30/2025 | WBH Advisory Inc. | 12,606 | $629K | 0.1% | -5.3% | 0.012% | |
7/29/2025 | Chicago Partners Investment Group LLC | 71,485 | $3.56M | 0.1% | +5.2% | 0.067% | |
7/29/2025 | Wingate Wealth Advisors Inc. | 32,370 | $1.61M | 1.4% | +22.7% | 0.030% | |
7/29/2025 | International Assets Investment Management LLC | 7,243 | $361K | 0.0% | -66.5% | 0.007% | |
7/29/2025 | SAM Advisors LLC | 9,337 | $466K | 0.2% | +4.6% | 0.009% | |
7/29/2025 | Financial Futures Ltd Liability Co. | 9,486 | $473K | 0.3% | N/A | 0.009% | |
7/29/2025 | Aspiriant LLC | 62,926 | $3.14M | 0.1% | +31.5% | 0.059% | |
7/29/2025 | Two West Capital Advisors LLC | 41,698 | $2.08M | 1.4% | -3.1% | 0.039% | |
7/29/2025 | Kraft Davis & Associates LLC | 32,005 | $1.60M | 0.4% | +87.7% | 0.030% | |
7/28/2025 | Ritholtz Wealth Management | 5,006 | $250K | 0.0% | N/A | 0.005% | |
7/28/2025 | Harbour Investments Inc. | 5,159 | $257K | 0.0% | N/A | 0.005% | |
7/28/2025 | CGC Financial Services LLC | 20,044 | $1M | 0.3% | +12.5% | 0.019% | |
7/28/2025 | Founders Grove Wealth Partners LLC | 216,366 | $10.79M | 2.7% | +4.9% | 0.203% | |
7/28/2025 | RFG Advisory LLC | 12,426 | $620K | 0.0% | +23.0% | 0.012% | |
7/28/2025 | Cutler Investment Counsel LLC | 14,770 | $737K | 0.1% | +7.3% | 0.014% | |
7/25/2025 | Northwest Capital Management Inc | 67,900 | $3.39M | 1.8% | -32.4% | 0.064% | |
7/25/2025 | CWM LLC | 92,545 | $4.62M | 0.0% | -7.9% | 0.087% | |
7/25/2025 | Avion Wealth | 1,170,246 | $58.34M | 14.3% | +7.6% | 1.098% | |
7/24/2025 | Blue Trust Inc. | 1,858,230 | $92.66M | 1.1% | +7.6% | 1.744% | |
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7/24/2025 | Galvin Gaustad & Stein LLC | 4,527 | $226K | 0.0% | N/A | 0.004% | |
7/24/2025 | IFP Advisors Inc | 7,865 | $392K | 0.0% | -18.9% | 0.007% | |
7/24/2025 | Blair William & Co. IL | 174,327 | $8.69M | 0.0% | -0.6% | 0.164% | |
7/23/2025 | SpringVest Wealth Management LLC | 190,511 | $9.50M | 7.7% | +3.5% | 0.179% | |
7/23/2025 | Fortis Advisors LLC | 345,067 | $17.21M | 11.0% | +0.5% | 0.324% | |
7/23/2025 | Valmark Advisers Inc. | 51,449 | $2.57M | 0.0% | +2.7% | 0.048% | |
7/23/2025 | Sax Wealth Advisors LLC | 9,762 | $487K | 0.0% | N/A | 0.009% | |
7/23/2025 | Colony Family Offices LLC | 264,000 | $13.16M | 3.4% | -12.7% | 0.248% | |
7/23/2025 | TriaGen Wealth Management LLC | 29,360 | $1.46M | 0.4% | +48.2% | 0.028% | |
7/23/2025 | HTG Investment Advisors Inc. | 87,137 | $4.35M | 1.6% | +13.4% | 0.082% | |
7/23/2025 | Pillar Financial Advisors LLC | 75,674 | $3.77M | 2.6% | +2.5% | 0.071% | |
7/23/2025 | Roberts Wealth Advisors LLC | 199,397 | $9.94M | 2.9% | -26.5% | 0.187% | |
7/22/2025 | Belpointe Asset Management LLC | 26,820 | $1.34M | 0.1% | -19.4% | 0.025% | |
7/22/2025 | Valpey Financial Services LLC | 9,511 | $474K | 0.3% | N/A | 0.009% | |
7/22/2025 | Compass Financial Group INC SD | 16,000 | $798K | 0.1% | +7.1% | 0.015% | |
7/22/2025 | Clarius Group LLC | 304,681 | $15.17M | 0.9% | +0.6% | 0.286% | |
7/22/2025 | Apexium Financial LP | 19,813 | $988K | 0.1% | +113.7% | 0.019% | |
7/21/2025 | Life Planning Partners Inc | 13,976 | $697K | 0.6% | -2.7% | 0.013% | |
7/21/2025 | Ameritas Advisory Services LLC | 4,182 | $209K | 0.0% | -73.0% | 0.004% | |
7/21/2025 | Crews Bank & Trust | 119,863 | $5.98M | 0.9% | +1.8% | 0.112% | |
7/18/2025 | Naples Global Advisors LLC | 29,250 | $1.46M | 0.1% | -17.1% | 0.027% | |
7/18/2025 | GEN Financial Management INC. | 31,068 | $1.55M | 1.3% | N/A | 0.029% | |
7/18/2025 | Mountain Pacific Investment Advisers LLC | 53,988 | $2.69M | 0.2% | -1.0% | 0.051% | |
7/18/2025 | Lowery Thomas LLC | 51,948 | $2.59M | 1.7% | +26.5% | 0.049% | |
7/18/2025 | Truist Financial Corp | 21,881 | $1.09M | 0.0% | N/A | 0.021% | |
7/17/2025 | Eclectic Associates Inc. ADV | 199,468 | $9.95M | 2.2% | +7.9% | 0.187% | |
7/17/2025 | Northwest Wealth Management LLC | 17,110 | $853K | 0.2% | +2.2% | 0.016% | |
7/17/2025 | Janney Montgomery Scott LLC | 13,753 | $686K | 0.0% | +12.1% | 0.013% | |
7/17/2025 | Prepared Retirement Institute LLC | 6,033 | $301K | 0.2% | -7.0% | 0.006% | |
7/17/2025 | GC Wealth Management RIA LLC | 44,807 | $2.23M | 0.2% | +38.4% | 0.042% | |
7/17/2025 | Enclave Advisors LLC | 139,038 | $6.93M | 1.1% | -8.9% | 0.130% | |
7/17/2025 | Alpine Bank Wealth Management | 1,253,578 | $62.51M | 9.4% | +58.8% | 1.177% | |
7/17/2025 | Washington Capital Management Inc. | 10,000 | $499K | 0.4% | N/A | 0.009% | |
7/17/2025 | Applied Capital LLC | 32,124 | $1.60M | 0.7% | +22.8% | 0.030% | |
7/17/2025 | Willow Creek Wealth Management Inc. | 24,324 | $1.21M | 0.1% | -1.5% | 0.023% | |
7/17/2025 | Avior Wealth Management LLC | 30,201 | $1.51M | 0.1% | +4.7% | 0.028% | |
7/17/2025 | Lakewood Asset Management LLC | 27,391 | $1.37M | 0.9% | +7.4% | 0.026% | |
7/17/2025 | XY Planning Network Inc. | 14,156 | $706K | 0.2% | N/A | 0.013% | |
7/17/2025 | Chatham Capital Group Inc. | 42,955 | $2.14M | 0.3% | +11.2% | 0.040% | |
7/17/2025 | Sage Rhino Capital LLC | 44,727 | $2.23M | 0.5% | -13.1% | 0.042% | |
7/17/2025 | David Kennon Inc | 526,886 | $26.27M | 9.8% | +1.1% | 0.494% | |
7/16/2025 | Gradient Capital Advisors LLC | 12,431 | $620K | 0.2% | -10.0% | 0.012% | |
7/16/2025 | Kathmere Capital Management LLC | 94,167 | $4.70M | 0.4% | -34.2% | 0.088% | |
7/16/2025 | MontVue Capital Management Inc. | 34,640 | $1.73M | 1.2% | -1.2% | 0.033% | |
7/16/2025 | Strategic Investment Solutions Inc. IL | 40,835 | $2.03M | 0.6% | -3.6% | 0.038% | |
7/16/2025 | Fischer Financial Services Inc. | 80,640 | $4.02M | 1.2% | +16.2% | 0.076% | |
7/16/2025 | Global Wealth Management LLC | 570,979 | $28.40M | 15.6% | -3.9% | 0.536% | |
7/16/2025 | Exeter Financial LLC | 13,380 | $667K | 0.3% | +2.1% | 0.013% | |
7/15/2025 | North Star Investment Management Corp. | 1,460 | $73K | 0.0% | +144.1% | 0.001% | |
7/15/2025 | Regatta Capital Group LLC | 19,849 | $990K | 0.2% | -29.3% | 0.019% | |
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7/15/2025 | Signal Tree Financial Partners LLC | 36,538 | $1.82M | 1.6% | N/A | 0.034% | |
7/15/2025 | Legacy Solutions LLC | 30,075 | $1.50M | 1.4% | +19.8% | 0.028% | |
7/15/2025 | Evanson Asset Management LLC | 13,440 | $670K | 0.0% | -32.2% | 0.013% | |
7/15/2025 | Financial Management Professionals Inc. | 1,807 | $90K | 0.0% | -18.9% | 0.002% | |
7/15/2025 | Fortitude Family Office LLC | 10,900 | $544K | 0.2% | N/A | 0.010% | |
7/15/2025 | Christensen King & Associates Investment Services Inc. | 9,733 | $485K | 0.2% | +2.5% | 0.009% | |
7/15/2025 | Alpha Omega Wealth Management LLC | 285,864 | $14.26M | 2.6% | +4,415.3% | 0.268% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 53,255 | $2.66M | 0.1% | +2.0% | 0.050% | |
7/11/2025 | First PREMIER Bank | 3,060 | $153K | 0.0% | -11.6% | 0.003% | |
7/11/2025 | Farther Finance Advisors LLC | 10,421 | $520K | 0.0% | -22.7% | 0.010% | |