8/1/2025 | JDH Wealth Management LLC | 15,816 | $795K | 0.6% | +17.2% | 0.005% | |
8/1/2025 | Strategic Financial Services Inc. | 758,511 | $38.13M | 2.1% | +1.4% | 0.249% | |
8/1/2025 | New York Life Investment Management LLC | 975,383 | $49.03M | 0.5% | +30.4% | 0.320% | |
8/1/2025 | Motley Fool Wealth Management LLC | 49,731 | $2.50M | 0.2% | -18.6% | 0.016% | |
8/1/2025 | Petra Financial Advisors Inc. | 5,267 | $265K | 0.2% | +5.1% | 0.002% | |
8/1/2025 | GWN Securities Inc. | 8,494 | $427K | 0.1% | -84.5% | 0.003% | |
8/1/2025 | Advisory Alpha LLC | 85,037 | $4.28M | 0.1% | +26.9% | 0.028% | |
8/1/2025 | Koss Olinger Consulting LLC | 38,608 | $1.94M | 0.2% | +5.0% | 0.013% | |
8/1/2025 | Brookwood Investment Group LLC | 15,825 | $796K | 0.1% | -50.6% | 0.005% | |
8/1/2025 | Red Lighthouse Investment Management LLC | 38,254 | $1.92M | 0.7% | -5.5% | 0.013% | |
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8/1/2025 | Ashton Thomas Private Wealth LLC | 11,310 | $569K | 0.0% | -71.5% | 0.004% | |
8/1/2025 | Fort Vancouver Investment Management LLC | 131,888 | $6.63M | 4.5% | -1.6% | 0.043% | |
8/1/2025 | Envestnet Asset Management Inc. | 4,082,483 | $205.23M | 0.1% | +79.3% | 1.338% | |
7/31/2025 | Wealthfront Advisers LLC | 746,544 | $37.53M | 0.1% | +4.0% | 0.245% | |
7/31/2025 | Oppenheimer Asset Management Inc. | 28,031 | $1.41M | 0.0% | +1.9% | 0.009% | |
7/31/2025 | Conservest Capital Advisors Inc. | 19,155 | $963K | 0.1% | +343.8% | 0.006% | |
7/31/2025 | Brighton Jones LLC | 9,037 | $454K | 0.0% | -23.2% | 0.003% | |
7/31/2025 | Leavell Investment Management Inc. | 7,495 | $377K | 0.0% | +4.5% | 0.002% | |
7/31/2025 | TSA Wealth Managment LLC | 51,432 | $2.59M | 0.9% | N/A | 0.017% | |
7/31/2025 | BIP Wealth LLC | 11,684 | $587K | 0.0% | -15.1% | 0.004% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 3,115,238 | $156.60M | 2.1% | -2.9% | 1.021% | |
7/31/2025 | Allied Investment Advisors LLC | 4,014 | $202K | 0.0% | N/A | 0.001% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 38,335 | $1.93M | 0.7% | +2.1% | 0.013% | |
7/31/2025 | Moloney Securities Asset Management LLC | 28,772 | $1.45M | 0.2% | +3.2% | 0.009% | |
7/31/2025 | Trademark Financial Management LLC | 5,111 | $257K | 0.2% | N/A | 0.002% | |
7/31/2025 | Manuka Financial LLC | 81,555 | $4.10M | 2.2% | +14.3% | 0.027% | |
7/31/2025 | Cardinal Point Capital Management ULC | 4,471 | $225K | 0.0% | -10.8% | 0.001% | |
7/31/2025 | Sharper & Granite LLC | 52,543 | $2.62M | 1.0% | -3.3% | 0.017% | |
7/31/2025 | Carnegie Investment Counsel | 263,217 | $13.23M | 0.3% | +3.3% | 0.086% | |
7/31/2025 | Money Design Co. Ltd. | 331,306 | $16.66M | 0.8% | -11.7% | 0.109% | |
7/31/2025 | Moser Wealth Advisors LLC | 12,620 | $634K | 0.3% | +9.3% | 0.004% | |
7/31/2025 | Avion Wealth | 16,634 | $836K | 0.2% | +16.7% | 0.005% | |
7/31/2025 | Silver Oak Advisory Group Inc. | 43,575 | $2.19M | 1.1% | +3.3% | 0.014% | |
7/30/2025 | KPP Advisory Services LLC | 27,310 | $1.37M | 0.2% | N/A | 0.009% | |
7/30/2025 | Bleakley Financial Group LLC | 800,144 | $40.22M | 1.0% | +2.1% | 0.262% | |
7/30/2025 | Silver Oak Wealth Advisors Services LLC | 557,845 | $28.04M | 20.2% | +73.8% | 0.183% | |
7/30/2025 | Capital Investment Services of America Inc. | 10,673 | $537K | 0.0% | +10.3% | 0.003% | |
7/30/2025 | Freedom Investment Management Inc. | 4,441 | $223K | 0.0% | -8.8% | 0.001% | |
7/30/2025 | Forum Financial Management LP | 27,780 | $1.40M | 0.0% | +25.4% | 0.009% | |
7/30/2025 | White Lighthouse Investment Management Inc. | 115,740 | $5.82M | 0.9% | +2.6% | 0.038% | |
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7/30/2025 | Rehmann Capital Advisory Group | 190,439 | $9.57M | 0.6% | +73.5% | 0.062% | |
7/30/2025 | Black Diamond Financial LLC | 14,915 | $750K | 0.1% | -3.6% | 0.005% | |
7/30/2025 | Exencial Wealth Advisors LLC | 35,430 | $1.78M | 0.1% | -2.9% | 0.012% | |
7/30/2025 | Brookstone Capital Management | 11,362 | $571K | 0.0% | -1.7% | 0.004% | |
7/30/2025 | Phillips Financial Management LLC | 101,983 | $5.13M | 0.4% | -2.7% | 0.033% | |
7/30/2025 | Studio Investment Management LLC | 1,562,640 | $78.55M | 15.8% | +5.4% | 0.512% | |
7/30/2025 | D.A. Davidson & CO. | 47,702 | $2.40M | 0.0% | +3.9% | 0.016% | |
7/30/2025 | Cullen Frost Bankers Inc. | 783 | $39K | 0.0% | +77.6% | 0.000% | |
7/30/2025 | Jackson Thornton Wealth Management LLC | 276,304 | $13.77M | 1.6% | +2.2% | 0.091% | |
7/30/2025 | Clune & Associates LTD. | 22,340 | $1.12M | 0.3% | -3.6% | 0.007% | |
7/30/2025 | Klingman & Associates LLC | 1,618,829 | $81.38M | 4.5% | +14.9% | 0.531% | |
7/30/2025 | Fairway Wealth LLC | 1,077,562 | $54.17M | 12.7% | +1.2% | 0.353% | |
7/30/2025 | Fiduciary Planning LLC | 501,973 | $25.23M | 8.3% | -11.1% | 0.165% | |
7/30/2025 | Arbor Investment Advisors LLC | 49,913 | $2.51M | 0.3% | -1.6% | 0.016% | |
7/29/2025 | Alaska Permanent Capital Management LLC | 429,236 | $21.57M | 1.7% | +2.8% | 0.141% | |
7/29/2025 | Alaska Wealth Advisors | 236,184 | $11.87M | 1.7% | -2.7% | 0.077% | |
7/29/2025 | Chicago Partners Investment Group LLC | 59,821 | $2.99M | 0.1% | +0.8% | 0.020% | |
7/29/2025 | Wingate Wealth Advisors Inc. | 44,701 | $2.25M | 2.0% | N/A | 0.015% | |
7/29/2025 | Disciplined Investments LLC | 42,697 | $2.15M | 0.9% | -7.4% | 0.014% | |
7/29/2025 | Ballast Inc. | 4,190 | $211K | 0.1% | N/A | 0.001% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 21,906 | $1.10M | 0.0% | +1.3% | 0.007% | |
7/29/2025 | Ifrah Financial Services Inc. | 44,296 | $2.23M | 0.6% | -0.9% | 0.015% | |
7/29/2025 | Aspiriant LLC | 81,710 | $4.11M | 0.1% | N/A | 0.027% | |
7/29/2025 | Marathon Strategic Advisors LLC | 26,367 | $1.33M | 1.2% | -2.3% | 0.009% | |
7/29/2025 | Private Wealth Management Group LLC | 69,644 | $3.50M | 1.2% | +2.1% | 0.023% | |
7/29/2025 | Hoese & Co LLP | 1,561 | $78K | 0.1% | +279.8% | 0.001% | |
7/29/2025 | Kondo Wealth Advisors Inc. | 182,270 | $9.08M | 4.0% | +4.9% | 0.060% | |
7/29/2025 | Lutz Financial Services LLC | 85,938 | $4.32M | 0.3% | -12.4% | 0.028% | |
7/29/2025 | Stratos Wealth Partners LTD. | 8,083 | $406K | 0.0% | -72.6% | 0.003% | |
7/29/2025 | Stratos Wealth Advisors LLC | 189,305 | $9.52M | 0.5% | -39.7% | 0.062% | |
7/29/2025 | Private Trust Co. NA | 15,883 | $798K | 0.1% | -43.1% | 0.005% | |
7/29/2025 | Angeles Wealth Management LLC | 7,797 | $392K | 0.0% | +47.7% | 0.003% | |
7/29/2025 | Riverbend Wealth Management LLC | 4,076 | $205K | 0.2% | N/A | 0.001% | |
7/29/2025 | Stratos Investment Management LLC | 529,903 | $26.64M | 1.2% | +0.3% | 0.174% | |
7/29/2025 | TFC Financial Management Inc. | 671 | $34K | 0.0% | N/A | 0.000% | |
7/29/2025 | Commons Capital LLC | 17,930 | $901K | 0.7% | -10.1% | 0.006% | |
7/28/2025 | Sagace Wealth Management LLC | 18,551 | $933K | 0.7% | +62.5% | 0.006% | |
7/28/2025 | Mutual Advisors LLC | 22,564 | $1.13M | 0.0% | -3.6% | 0.007% | |
7/28/2025 | Ritholtz Wealth Management | 70,192 | $3.53M | 0.1% | +11.6% | 0.023% | |
7/28/2025 | DORVAL Corp | 40,206 | $2.02M | 0.7% | -9.3% | 0.013% | |
7/28/2025 | Sterling Financial Planning Inc. | 43,985 | $2.21M | 0.7% | +4.2% | 0.014% | |
7/28/2025 | Delap Wealth Advisory LLC | 59,125 | $2.97M | 1.4% | +17.6% | 0.019% | |
7/28/2025 | Private Wealth Asset Management LLC | 298,392 | $15M | 2.0% | +8.3% | 0.098% | |
7/28/2025 | Harbour Investments Inc. | 6,372 | $320K | 0.0% | -39.7% | 0.002% | |
7/28/2025 | Aries Wealth Management | 30,345 | $1.53M | 0.4% | +1.6% | 0.010% | |
7/28/2025 | Arlington Financial Advisors LLC | 513,725 | $25.83M | 4.2% | +32.1% | 0.168% | |
7/28/2025 | Morningstar Investment Management LLC | 78,982 | $3.97M | 0.3% | +123.0% | 0.026% | |
7/28/2025 | Axxcess Wealth Management LLC | 51,862 | $2.61M | 0.1% | +12.3% | 0.017% | |
7/25/2025 | Atria Wealth Solutions Inc. | 474,028 | $23.78M | 0.5% | +23.8% | 0.155% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 237,600 | $11.94M | 0.0% | +83.4% | 0.078% | |
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7/25/2025 | FIDELIS iM LLC | 190,116 | $9.56M | 4.3% | -8.1% | 0.062% | |
7/25/2025 | Sequoia Financial Advisors LLC | 109,699 | $5.52M | 0.0% | -43.6% | 0.036% | |
7/25/2025 | MGO One Seven LLC | 182,988 | $9.20M | 0.3% | -0.2% | 0.060% | |
7/25/2025 | Almanack Investment Partners LLC. | 495,257 | $24.90M | 4.0% | -0.5% | 0.162% | |
7/25/2025 | Prostatis Group LLC | 16,298 | $819K | 0.2% | -10.7% | 0.005% | |
7/25/2025 | CWM LLC | 13,776 | $693K | 0.0% | -21.8% | 0.005% | |
7/25/2025 | Advocate Group LLC | 144,305 | $7.25M | 1.3% | +2.4% | 0.047% | |
7/25/2025 | Lodestar Private Asset Management LLC | 45,722 | $2.30M | 0.3% | +2.1% | 0.015% | |
7/25/2025 | Sovereign Financial Group Inc. | 165,465 | $8.32M | 1.7% | +2.7% | 0.054% | |
7/25/2025 | Concurrent Investment Advisors LLC | 13,689 | $688K | 0.0% | N/A | 0.004% | |