8/1/2025 | Motco | 41,978 | $3.08M | 0.3% | +12.8% | 0.040% | |
8/1/2025 | Milestone Asset Management Group LLC | 24,728 | $1.83M | 1.4% | +2.6% | 0.023% | |
8/1/2025 | GWN Securities Inc. | 3,047 | $227K | 0.0% | N/A | 0.003% | |
8/1/2025 | Transcend Capital Advisors LLC | 3,567 | $264K | 0.0% | N/A | 0.003% | |
8/1/2025 | Bessemer Group Inc. | 773 | $57K | 0.0% | N/A | 0.001% | |
8/1/2025 | Yukon Wealth Management Inc. | 3,021 | $224K | 0.1% | N/A | 0.003% | |
8/1/2025 | Red Lighthouse Investment Management LLC | 296,552 | $21.95M | 8.4% | -7.7% | 0.279% | |
8/1/2025 | Fort Vancouver Investment Management LLC | 6,302 | $466K | 0.3% | +13.3% | 0.006% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,690,757 | $125.13M | 0.0% | +22.7% | 1.591% | |
8/1/2025 | Chilton Capital Management LLC | 199,201 | $14.74M | 0.5% | -1.5% | 0.187% | |
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7/31/2025 | Wealthfront Advisers LLC | 15,521 | $1.15M | 0.0% | -6.9% | 0.015% | |
7/31/2025 | Orion Capital Management LLC | 48,965 | $3.62M | 1.4% | +29.9% | 0.046% | |
7/31/2025 | CVA Family Office LLC | 235,364 | $17.42M | 2.4% | +10.4% | 0.222% | |
7/31/2025 | Mason & Associates Inc | 175,439 | $12.98M | 3.0% | N/A | 0.165% | |
7/31/2025 | Aspen Capital Management LLC | 41,633 | $3.08M | 0.9% | +337.4% | 0.039% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 265,840 | $19.68M | 0.3% | +2.8% | 0.250% | |
7/31/2025 | Curio Wealth LLC | 176,636 | $13.07M | 5.7% | +52,785.0% | 0.166% | |
7/31/2025 | MN Wealth Advisors LLC | 8,650 | $640K | 0.4% | +3.1% | 0.008% | |
7/31/2025 | Trademark Financial Management LLC | 12,444 | $921K | 0.6% | +127.8% | 0.012% | |
7/31/2025 | CAP Partners LLC | 28,905 | $2.14M | 1.3% | +6.1% | 0.027% | |
7/30/2025 | Paragon Advisors LLC | 12,102 | $896K | 0.2% | -11.8% | 0.011% | |
7/30/2025 | Bayshore Asset Management LLC | 60,561 | $4.48M | 2.0% | +1.1% | 0.057% | |
7/30/2025 | EnRich Financial Partners LLC | 9,584 | $709K | 0.2% | N/A | 0.009% | |
7/30/2025 | Castle Wealth Management LLC | 111,148 | $8.23M | 3.0% | +0.6% | 0.105% | |
7/30/2025 | Strategic Blueprint LLC | 286,578 | $21.21M | 1.0% | +5.3% | 0.270% | |
7/30/2025 | Forum Financial Management LP | 11,378 | $842K | 0.0% | -1.5% | 0.011% | |
7/30/2025 | Caliber Wealth Management LLC KS | 277,860 | $20.56M | 2.2% | +2.4% | 0.262% | |
7/30/2025 | TFB Advisors LLC | 6,673 | $494K | 0.1% | +17.4% | 0.006% | |
7/30/2025 | Brookstone Capital Management | 10,370 | $767K | 0.0% | -27.0% | 0.010% | |
7/30/2025 | D.A. Davidson & CO. | 44,803 | $3.32M | 0.0% | -7.3% | 0.042% | |
7/30/2025 | Greenup Street Wealth Management LLC | 856,998 | $63.43M | 11.0% | +8.6% | 0.807% | |
7/30/2025 | Jackson Thornton Wealth Management LLC | 42,547 | $3.15M | 0.4% | -0.5% | 0.040% | |
7/30/2025 | Divergent Planning LLC | 86,825 | $6.42M | 1.2% | N/A | 0.085% | |
7/30/2025 | Clune & Associates LTD. | 29,316 | $2.17M | 0.6% | -0.9% | 0.029% | |
7/30/2025 | Canvas Wealth Advisors LLC | 134,178 | $9.98M | 2.0% | +7.3% | 0.131% | |
7/30/2025 | Crewe Advisors LLC | 788 | $58K | 0.0% | N/A | 0.001% | |
7/29/2025 | Financial Symmetry Inc | 139,279 | $10.31M | 5.3% | +9.6% | 0.136% | |
7/29/2025 | Kelman Lazarov Inc. | 72,185 | $5.34M | 0.9% | -2.2% | 0.070% | |
7/29/2025 | Ballast Inc. | 8,211 | $608K | 0.2% | N/A | 0.008% | |
7/29/2025 | Wealthstream Advisors Inc. | 24,334 | $1.80M | 0.3% | +9.3% | 0.024% | |
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7/29/2025 | Signature Estate & Investment Advisors LLC | 11,043 | $817K | 0.0% | -83.4% | 0.011% | |
7/29/2025 | Financial Futures Ltd Liability Co. | 13,506 | $1M | 0.5% | -17.0% | 0.013% | |
7/29/2025 | Ifrah Financial Services Inc. | 11,556 | $855K | 0.2% | -1.2% | 0.011% | |
7/29/2025 | Private Wealth Management Group LLC | 25,732 | $1.90M | 0.6% | +9.0% | 0.025% | |
7/29/2025 | Lutz Financial Services LLC | 158,213 | $11.71M | 0.9% | +10.1% | 0.154% | |
7/29/2025 | Stratos Wealth Partners LTD. | 209,549 | $15.51M | 0.2% | -0.1% | 0.204% | |
7/29/2025 | Private Trust Co. NA | 17,099 | $1.27M | 0.1% | +10.8% | 0.017% | |
7/29/2025 | Mattson Financial Services LLC | 38,700 | $2.86M | 0.8% | -5.5% | 0.038% | |
7/29/2025 | Harbor Asset Planning Inc. | 3,559 | $263K | 0.3% | N/A | 0.003% | |
7/29/2025 | Werba Rubin Papier Wealth Management | 752,507 | $55.69M | 10.5% | +1.9% | 0.733% | |
7/29/2025 | Aire Advisors LLC | 37,579 | $2.78M | 0.5% | +0.4% | 0.037% | |
7/28/2025 | WealthPlan Investment Management LLC | 4,004 | $296K | 0.0% | N/A | 0.004% | |
7/28/2025 | Ritholtz Wealth Management | 2,737 | $203K | 0.0% | N/A | 0.003% | |
7/28/2025 | Axxcess Wealth Management LLC | 28,359 | $2.10M | 0.0% | +29.5% | 0.028% | |
7/25/2025 | Atria Wealth Solutions Inc. | 5,459 | $404K | 0.0% | +22.5% | 0.005% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 2,862 | $212K | 0.0% | -6.7% | 0.003% | |
7/25/2025 | Ruedi Wealth Management Inc. | 5,065 | $375K | 0.1% | +4,865.7% | 0.005% | |
7/25/2025 | Lion Street Advisors LLC | 12,732 | $942K | 0.3% | +11.8% | 0.012% | |
7/25/2025 | Stephens Consulting LLC | 191,995 | $14.21M | 3.4% | +11.6% | 0.187% | |
7/25/2025 | LRI Investments LLC | 17,675 | $1.31M | 0.1% | -3.2% | 0.017% | |
7/25/2025 | CWM LLC | 863,820 | $63.93M | 0.2% | +10.5% | 0.842% | |
7/25/2025 | Transcendent Capital Group LLC | 29,559 | $2.19M | 1.1% | +3.8% | 0.029% | |
7/25/2025 | Concurrent Investment Advisors LLC | 99,150 | $7.34M | 0.1% | -10.5% | 0.097% | |
7/25/2025 | Apollon Wealth Management LLC | 19,936 | $1.48M | 0.0% | +5.9% | 0.019% | |
7/25/2025 | Fifth Third Wealth Advisors LLC | 21,500 | $1.59M | 0.1% | N/A | 0.021% | |
7/25/2025 | PrairieView Partners LLC | 157,570 | $11.66M | 1.1% | -0.1% | 0.154% | |
7/25/2025 | BCR Wealth Strategies LLC | 335,263 | $24.81M | 9.6% | +1.2% | 0.327% | |
7/24/2025 | KFA Private Wealth Group LLC | 5,812 | $430K | 0.1% | -9.4% | 0.006% | |
7/24/2025 | Blue Trust Inc. | 3,890 | $288K | 0.0% | -14.1% | 0.004% | |
7/24/2025 | Endeavor Private Wealth Inc. | 45,372 | $3.36M | 1.6% | +4.3% | 0.044% | |
7/24/2025 | Riverchase Wealth Management LLC | 12,643 | $936K | 0.6% | +90.0% | 0.012% | |
7/24/2025 | WMG Financial Advisors LLC | 222,370 | $16.46M | 6.1% | +2.2% | 0.217% | |
7/24/2025 | IFP Advisors Inc | 1,439 | $107K | 0.0% | -65.9% | 0.001% | |
7/24/2025 | Grand Wealth Management LLC | 264,851 | $19.60M | 10.1% | -7.8% | 0.258% | |
7/23/2025 | L.K. Benson & Company P.C. | 30,268 | $2.24M | 1.4% | -1.3% | 0.030% | |
7/23/2025 | Austin Asset Management Co Inc | 45,175 | $3.34M | 0.7% | -36.0% | 0.044% | |
7/23/2025 | Clear Creek Financial Management LLC | 13,566 | $1.00M | 0.1% | +217.8% | 0.013% | |
7/23/2025 | Quarry Hill Advisors LLC | 39,098 | $2.89M | 1.7% | -7.8% | 0.038% | |
7/23/2025 | Armbruster Capital Management Inc. | 42,852 | $3.17M | 0.6% | +4.1% | 0.042% | |
7/23/2025 | Sax Wealth Advisors LLC | 84,222 | $6.23M | 0.4% | -4.4% | 0.082% | |
7/23/2025 | HTG Investment Advisors Inc. | 272,493 | $20.17M | 7.5% | +3.7% | 0.266% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 4,348 | $322K | 0.0% | -52.7% | 0.004% | |
7/22/2025 | Evensky & Katz LLC | 60,880 | $4.51M | 0.3% | -41.9% | 0.060% | |
7/22/2025 | AWM Capital LLC | 183,400 | $13.57M | 1.4% | -1.8% | 0.179% | |
7/22/2025 | Petros Family Wealth LLC | 48,420 | $3.58M | 3.3% | N/A | 0.047% | |
7/22/2025 | Yardley Wealth Management LLC | 335,387 | $24.82M | 13.6% | -2.4% | 0.328% | |
7/22/2025 | Keudell Morrison Wealth Management | 3,470 | $257K | 0.1% | -10.7% | 0.003% | |
7/22/2025 | Global Strategic Investment Solutions LLC | 57,131 | $4.23M | 0.5% | N/A | 0.056% | |
7/22/2025 | Simplicity Wealth LLC | 821,790 | $60.82M | 2.5% | +110.6% | 0.803% | |
7/22/2025 | USAdvisors Wealth Management LLC | 15,390 | $1.14M | 0.4% | +1.1% | 0.015% | |
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7/21/2025 | Trellis Wealth Advisors LLC | 265,169 | $19.63M | 8.5% | +1.3% | 0.259% | |
7/21/2025 | Life Planning Partners Inc | 18,896 | $1.40M | 1.1% | +15.0% | 0.018% | |
7/21/2025 | Creative Capital Management Investments LLC | 1,775 | $131K | 0.0% | +29.6% | 0.002% | |
7/21/2025 | Ameritas Advisory Services LLC | 1,560 | $115K | 0.0% | N/A | 0.002% | |
7/21/2025 | Abacus Planning Group Inc. | 46,825 | $3.47M | 0.4% | +36.6% | 0.046% | |
7/21/2025 | Mendota Financial Group LLC | 3,963 | $293K | 0.3% | N/A | 0.004% | |
7/18/2025 | BSW Wealth Partners | 621,784 | $46.02M | 6.3% | +4.2% | 0.608% | |
7/18/2025 | Bartlett & CO. Wealth Management LLC | 3,843 | $284K | 0.0% | N/A | 0.004% | |
7/18/2025 | Magnolia Private Wealth LLC | 107,549 | $7.96M | 6.2% | -31.8% | 0.105% | |
7/18/2025 | Truist Financial Corp | 16,962 | $1.26M | 0.0% | +19.8% | 0.017% | |