8/1/2025 | Envestnet Asset Management Inc. | 144,489 | $10.92M | 0.0% | +881.6% | 0.581% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 2,982 | $225K | 0.0% | N/A | 0.012% | |
7/31/2025 | GenTrust LLC | 47,268 | $3.57M | 0.2% | +788.0% | 0.190% | |
7/31/2025 | Planning Center Inc. | 6,886 | $520K | 0.1% | N/A | 0.028% | |
7/30/2025 | Capital Investment Services of America Inc. | 25,000 | $1.89M | 0.2% | N/A | 0.100% | |
7/30/2025 | Mills Wealth Advisors LLC | 12,566 | $949K | 0.4% | +1.7% | 0.051% | |
7/30/2025 | Arbor Investment Advisors LLC | 6,264 | $473K | 0.1% | N/A | 0.025% | |
7/29/2025 | FLC Capital Advisors | 44,909 | $3.39M | 0.7% | +493.9% | 0.181% | |
7/29/2025 | Unison Advisors LLC | 11,123 | $840K | 0.1% | N/A | 0.045% | |
7/29/2025 | Planned Solutions Inc. | 66,110 | $5.00M | 1.9% | N/A | 0.266% | |
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7/28/2025 | Innova Wealth Partners | 9,545 | $721K | 0.4% | +14.2% | 0.038% | |
7/25/2025 | Pathway Financial Advisors LLC | 272,127 | $20.56M | 3.0% | +145.3% | 1.094% | |
7/25/2025 | Landmark Wealth Management LLC | 2,827 | $214K | 0.1% | N/A | 0.011% | |
7/24/2025 | IFP Advisors Inc | 18,444 | $1.40M | 0.0% | +92.7% | 0.074% | |
7/24/2025 | Capital Advisors Ltd. LLC | 542 | $41K | 0.0% | -45.8% | 0.002% | |
7/23/2025 | Clear Creek Financial Management LLC | 19,700 | $1.49M | 0.1% | N/A | 0.079% | |
7/23/2025 | Fortis Advisors LLC | 11,463 | $866K | 0.6% | N/A | 0.046% | |
7/23/2025 | Joel Isaacson & Co. LLC | 2,680 | $202K | 0.0% | N/A | 0.011% | |
7/22/2025 | Belpointe Asset Management LLC | 11,170 | $844K | 0.0% | -82.9% | 0.045% | |
7/21/2025 | Successful Portfolios LLC | 3,385 | $256K | 0.2% | N/A | 0.014% | |
7/21/2025 | Family CFO Inc | 26,965 | $2.04M | 1.0% | +399.8% | 0.108% | |
7/18/2025 | Northstar Group Inc. | 8,288 | $626K | 0.1% | N/A | 0.033% | |
7/18/2025 | TPG Advisors LLC | 10,816 | $817K | 0.6% | N/A | 0.043% | |
7/18/2025 | Dogwood Wealth Management LLC | 403 | $30K | 0.0% | +368.6% | 0.002% | |
7/18/2025 | Truist Financial Corp | 108,893 | $8.23M | 0.0% | N/A | 0.438% | |
7/18/2025 | Pennsylvania Capital Management Inc. ADV | 19,852 | $1.50M | 0.5% | N/A | 0.080% | |
7/17/2025 | Willow Creek Wealth Management Inc. | 33,526 | $2.53M | 0.2% | +25.3% | 0.135% | |
7/17/2025 | Lakewood Asset Management LLC | 9,376 | $708K | 0.5% | N/A | 0.038% | |
7/16/2025 | Vision Capital Management Inc. | 9,843 | $744K | 0.1% | N/A | 0.040% | |
7/16/2025 | New Insight Wealth Advisors | 7,663 | $579K | 0.2% | N/A | 0.031% | |
7/16/2025 | Strategic Investment Solutions Inc. IL | 1,240 | $94K | 0.0% | N/A | 0.005% | |
7/16/2025 | Traveka Wealth LLC | 2,690 | $203K | 0.1% | N/A | 0.011% | |
7/16/2025 | Perigon Wealth Management LLC | 49,782 | $3.76M | 0.1% | N/A | 0.200% | |
7/16/2025 | Castleview Partners LLC | 4,303 | $325K | 0.2% | N/A | 0.017% | |
7/15/2025 | Mather Group LLC. | 5,705 | $431K | 0.0% | -5.8% | 0.023% | |
7/15/2025 | Evanson Asset Management LLC | 1,051,728 | $79.46M | 5.1% | N/A | 4.227% | |
7/15/2025 | Retirement Income Solutions Inc | 8,344 | $630K | 0.1% | N/A | 0.034% | |
7/15/2025 | SJS Investment Consulting Inc. | 19,338 | $1.46M | 0.2% | +417.8% | 0.078% | |
7/15/2025 | GSB Wealth Management LLC | 9,965 | $753K | 0.2% | N/A | 0.040% | |
7/14/2025 | CRA Financial Services LLC | 30,523 | $2.31M | 0.4% | N/A | 0.123% | |
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7/14/2025 | Armstrong Advisory Group Inc. | 1,260,586 | $95.24M | 7.2% | N/A | 5.067% | |
7/14/2025 | Sowell Financial Services LLC | 53,969 | $4.08M | 0.2% | N/A | 0.217% | |
7/11/2025 | Scratch Capital LLC | 7,474 | $565K | 0.5% | N/A | 0.030% | |
7/10/2025 | Anderson Hoagland & Co. | 4,310 | $326K | 0.0% | N/A | 0.017% | |
7/10/2025 | Community Trust & Investment Co. | 4,391 | $332K | 0.0% | +29.3% | 0.018% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 46,014 | $3.47M | 0.0% | N/A | 0.185% | |
7/9/2025 | Praetorian Wealth Management Inc. | 19,558 | $1.48M | 0.3% | N/A | 0.079% | |
7/9/2025 | PFW Advisors LLC | 19,787 | $1.50M | 0.5% | -17.3% | 0.080% | |
7/9/2025 | Affinity Capital Advisors LLC | 6,335 | $479K | 0.1% | N/A | 0.025% | |
7/9/2025 | Thrive Wealth Management LLC | 2,867 | $217K | 0.0% | N/A | 0.012% | |
7/9/2025 | Catalyst Private Wealth LLC | 8,883 | $671K | 0.3% | N/A | 0.036% | |
7/9/2025 | Triumph Capital Management | 5,424 | $410K | 0.1% | N/A | 0.022% | |
7/8/2025 | Rise Advisors LLC | 1,992 | $150K | 0.1% | N/A | 0.008% | |
7/8/2025 | Apella Capital LLC | 145,736 | $10.98M | 0.3% | N/A | 0.586% | |
7/8/2025 | Parallel Advisors LLC | 32,722 | $2.47M | 0.0% | N/A | 0.132% | |
7/3/2025 | Garde Capital Inc. | 301,031 | $22.74M | 1.2% | +302.4% | 1.249% | |
5/20/2025 | Belpointe Asset Management LLC | 65,281 | $4.93M | 0.3% | N/A | 0.862% | |
5/19/2025 | Jane Street Group LLC | 14,588 | $1.10M | 0.0% | N/A | 0.093% | |
5/15/2025 | Royal Bank of Canada | 53,568 | $4.04M | 0.0% | N/A | 0.708% | |
5/15/2025 | Tortoise Investment Management LLC | 930 | $70K | 0.0% | N/A | 0.012% | |
5/15/2025 | Hanover Advisors Inc. | 12,551 | $947K | 0.4% | N/A | 0.166% | |
5/13/2025 | EverSource Wealth Advisors LLC | 8,753 | $660K | 0.0% | N/A | 0.116% | |
5/13/2025 | Bridgewealth Advisory Group LLC | 8,618 | $650K | 0.9% | N/A | 0.114% | |
5/13/2025 | HighTower Advisors LLC | 8,813 | $665K | 0.0% | N/A | 0.116% | |
5/7/2025 | Avalon Capital Management | 51,633 | $3.90M | 1.1% | N/A | 0.682% | |
5/6/2025 | Innova Wealth Partners | 8,359 | $631K | 0.4% | N/A | 0.110% | |
5/5/2025 | IFP Advisors Inc | 9,570 | $722K | 0.0% | N/A | 0.126% | |
5/5/2025 | Beckerman Institutional LLC | 10,250 | $773K | 0.6% | N/A | 0.135% | |
5/5/2025 | FLC Capital Advisors | 7,562 | $570K | 0.1% | N/A | 0.100% | |
5/1/2025 | Grant GrossMendelsohn LLC | 4,509 | $340K | 0.2% | N/A | 0.060% | |
4/29/2025 | Envestnet Asset Management Inc. | 14,719 | $1.11M | 0.0% | N/A | 0.115% | |
4/29/2025 | Financial Architects LLC | 4,300 | $324K | 0.2% | N/A | 0.034% | |
4/29/2025 | Ceera Investments LLC | 111,733 | $8.43M | 2.9% | N/A | 0.876% | |
4/29/2025 | Mills Wealth Advisors LLC | 12,353 | $932K | 0.5% | N/A | 0.097% | |
4/25/2025 | Mather Group LLC. | 6,055 | $457K | 0.0% | N/A | 0.080% | |
4/24/2025 | Family CFO Inc | 5,395 | $407K | 0.2% | N/A | 0.071% | |
4/23/2025 | GenTrust LLC | 5,323 | $402K | 0.0% | N/A | 0.070% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 19,904 | $1.50M | 0.0% | N/A | 0.263% | |
4/22/2025 | Garde Capital Inc. | 74,815 | $5.64M | 0.3% | N/A | 0.988% | |
4/22/2025 | RFP Financial Group LLC | 18,121 | $1.37M | 0.5% | N/A | 0.239% | |
4/22/2025 | World Equity Group Inc. | 9,305 | $702K | 0.2% | N/A | 0.123% | |
4/21/2025 | Jim Saulnier & Associates LLC | 51,774 | $3.91M | 3.1% | N/A | 0.684% | |
4/18/2025 | CENTRAL TRUST Co | 23,134 | $1.75M | 0.0% | N/A | 0.306% | |
4/17/2025 | Community Trust & Investment Co. | 3,396 | $256K | 0.0% | N/A | 0.045% | |
4/16/2025 | Pathway Financial Advisors LLC | 110,938 | $8.37M | 1.5% | N/A | 1.465% | |
4/15/2025 | Capital Advisors Ltd. LLC | 1,000 | $75K | 0.0% | N/A | 0.013% | |
4/15/2025 | SJS Investment Consulting Inc. | 3,735 | $282K | 0.0% | N/A | 0.049% | |
4/14/2025 | PFW Advisors LLC | 23,923 | $1.81M | 0.6% | N/A | 0.316% | |
4/10/2025 | Rialto Wealth Management LLC | 112,737 | $8.51M | 2.7% | N/A | 1.489% | |