8/5/2025 | GPS Wealth Strategies Group LLC | 8,520 | $315K | 0.0% | -3.8% | 0.005% | |
8/5/2025 | Sigma Planning Corp | 23,663 | $874K | 0.0% | +26.7% | 0.014% | |
8/4/2025 | Bridgewealth Advisory Group LLC | 267,169 | $9.87M | 2.5% | +44.0% | 0.159% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 145,220 | $5.36M | 0.4% | -29.9% | 0.086% | |
8/4/2025 | Kovack Advisors Inc. | 5,989 | $221K | 0.0% | -13.0% | 0.004% | |
8/4/2025 | IFG Advisory LLC | 27,806 | $1.03M | 0.1% | +62.0% | 0.017% | |
8/4/2025 | Atria Investments Inc | 9,633 | $356K | 0.0% | +26.7% | 0.006% | |
8/4/2025 | Assetmark Inc. | 852,157 | $31.47M | 0.1% | +6.1% | 0.506% | |
8/4/2025 | World Investment Advisors | 88,604 | $3.27M | 0.1% | +37.1% | 0.053% | |
8/4/2025 | Mayflower Financial Advisors LLC | 43,159 | $1.59M | 0.2% | -3.8% | 0.026% | |
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8/1/2025 | GWN Securities Inc. | 22,540 | $832K | 0.2% | -52.8% | 0.013% | |
8/1/2025 | Envestnet Asset Management Inc. | 10,327,349 | $381.39M | 0.1% | +13.6% | 6.136% | |
8/1/2025 | Chilton Capital Management LLC | 2,332 | $86K | 0.0% | +149.4% | 0.001% | |
7/31/2025 | VestGen Investment Management | 15,678 | $579K | 0.4% | +1.8% | 0.009% | |
7/31/2025 | Hobart Private Capital LLC | 14,293 | $528K | 0.1% | +4.7% | 0.008% | |
7/31/2025 | West Michigan Advisors LLC | 5,560 | $205K | 0.1% | N/A | 0.003% | |
7/31/2025 | Moloney Securities Asset Management LLC | 35,996 | $1.33M | 0.2% | +1.0% | 0.021% | |
7/31/2025 | 180 Wealth Advisors LLC | 31,269 | $1.16M | 0.2% | +1.3% | 0.019% | |
7/30/2025 | KPP Advisory Services LLC | 37,341 | $1.38M | 0.2% | +11.1% | 0.022% | |
7/30/2025 | Bleakley Financial Group LLC | 83,904 | $3.10M | 0.1% | -6.5% | 0.050% | |
7/30/2025 | Strategic Blueprint LLC | 647,391 | $23.91M | 1.2% | +8.7% | 0.385% | |
7/30/2025 | Freedom Investment Management Inc. | 18,392 | $679K | 0.1% | +58.4% | 0.011% | |
7/30/2025 | D.A. Davidson & CO. | 443,816 | $16.39M | 0.1% | +2.1% | 0.264% | |
7/30/2025 | Cullen Frost Bankers Inc. | 93,425 | $3.45M | 0.0% | +63.6% | 0.056% | |
7/29/2025 | Stephens Inc. AR | 232,010 | $8.57M | 0.1% | +13.5% | 0.138% | |
7/29/2025 | Balboa Wealth Partners | 8,795 | $325K | 0.1% | N/A | 0.005% | |
7/29/2025 | Burford Brothers Inc. | 332,972 | $12.30M | 5.6% | -2.1% | 0.198% | |
7/29/2025 | International Assets Investment Management LLC | 15,933 | $588K | 0.0% | +67.1% | 0.009% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 70,874 | $2.62M | 0.1% | +0.9% | 0.042% | |
7/29/2025 | CapWealth Advisors LLC | 7,523 | $278K | 0.0% | -14.5% | 0.004% | |
7/29/2025 | Koshinski Asset Management Inc. | 51,326 | $1.90M | 0.1% | +12.6% | 0.030% | |
7/29/2025 | Stratos Wealth Partners LTD. | 29,374 | $1.09M | 0.0% | +51.3% | 0.017% | |
7/29/2025 | Private Trust Co. NA | 21,081 | $779K | 0.1% | +83.0% | 0.013% | |
7/29/2025 | Latitude Advisors LLC | 48,669 | $1.80M | 0.9% | +2.9% | 0.029% | |
7/28/2025 | Cushing Capital Partners LLC | 132,159 | $4.89M | 4.1% | -1.0% | 0.079% | |
7/28/2025 | Uptick Partners LLC | 15,691 | $579K | 0.2% | +45.9% | 0.009% | |
7/28/2025 | Mutual Advisors LLC | 193,476 | $7.45M | 0.2% | +32.3% | 0.115% | |
7/28/2025 | Harbour Investments Inc. | 412,211 | $15.22M | 0.4% | +0.5% | 0.245% | |
7/28/2025 | Sagespring Wealth Partners LLC | 185,471 | $6.85M | 0.1% | +8.1% | 0.110% | |
7/28/2025 | RFG Advisory LLC | 35,575 | $1.31M | 0.0% | +125.3% | 0.021% | |
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7/28/2025 | Axxcess Wealth Management LLC | 23,011 | $850K | 0.0% | -4.4% | 0.014% | |
7/25/2025 | Atria Wealth Solutions Inc. | 288,796 | $10.70M | 0.2% | -19.8% | 0.172% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 221,166 | $8.17M | 0.0% | -31.1% | 0.131% | |
7/25/2025 | Total Clarity Wealth Management Inc. | 13,493 | $498K | 0.1% | -2.4% | 0.008% | |
7/25/2025 | M.E. Allison & CO. Inc. | 55,598 | $2.05M | 1.6% | +3.0% | 0.033% | |
7/25/2025 | Bill Few Associates Inc. | 24,482 | $904K | 0.3% | +18.7% | 0.015% | |
7/25/2025 | CWM LLC | 580,783 | $21.45M | 0.1% | +3.8% | 0.345% | |
7/25/2025 | Transcendent Capital Group LLC | 139,941 | $5.17M | 2.7% | +1.1% | 0.083% | |
7/25/2025 | Concurrent Investment Advisors LLC | 92,317 | $3.41M | 0.1% | +130.7% | 0.055% | |
7/25/2025 | Apollon Wealth Management LLC | 54,239 | $2.00M | 0.0% | N/A | 0.032% | |
7/24/2025 | FinDec Wealth Services Inc. | 7,739 | $286K | 0.3% | -67.8% | 0.005% | |
7/24/2025 | Fourpath Capital Management LLC | 21,256 | $785K | 0.1% | +10.7% | 0.013% | |
7/24/2025 | Endeavor Private Wealth Inc. | 105,721 | $3.92M | 1.9% | +34.6% | 0.063% | |
7/24/2025 | NavPoint Financial Inc. | 5,839 | $216K | 0.1% | N/A | 0.003% | |
7/24/2025 | IFP Advisors Inc | 380,451 | $14.05M | 0.4% | +10.5% | 0.226% | |
7/24/2025 | Blair William & Co. IL | 159,403 | $5.89M | 0.0% | +2.4% | 0.095% | |
7/24/2025 | MSH Capital Advisors LLC | 10,185 | $376K | 0.1% | N/A | 0.006% | |
7/23/2025 | Armstrong Fleming & Moore Inc | 42,441 | $1.57M | 0.9% | N/A | 0.025% | |
7/23/2025 | Capital Management Associates Inc | 59,030 | $2.18M | 0.7% | -50.1% | 0.035% | |
7/23/2025 | Clear Creek Financial Management LLC | 118,786 | $4.39M | 0.4% | +6.8% | 0.071% | |
7/23/2025 | Valmark Advisers Inc. | 402,564 | $14.87M | 0.2% | +6.8% | 0.239% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 62,571 | $2.31M | 0.2% | -2.1% | 0.037% | |
7/23/2025 | Tcfg Wealth Management LLC | 27,026 | $998K | 0.5% | +97.2% | 0.016% | |
7/23/2025 | Trueblood Wealth Management LLC | 50,430 | $1.86M | 0.8% | +15.4% | 0.030% | |
7/23/2025 | Seamount Financial Group Inc. | 85,417 | $3.15M | 1.6% | +11.5% | 0.051% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 12,125 | $448K | 0.0% | -17.0% | 0.007% | |
7/22/2025 | Confluence Wealth Services Inc. | 38,786 | $1.43M | 0.1% | +13.0% | 0.023% | |
7/22/2025 | DAVENPORT & Co LLC | 21,458 | $792K | 0.0% | +3.8% | 0.013% | |
7/22/2025 | Woodmont Investment Counsel LLC | 103,409 | $3.82M | 0.3% | +12.7% | 0.061% | |
7/22/2025 | Merit Financial Group LLC | 122,226 | $4.51M | 0.1% | +16.9% | 0.073% | |
7/22/2025 | Beacon Financial Advisory LLC | 20,108 | $743K | 0.2% | -4.7% | 0.012% | |
7/22/2025 | Simplicity Wealth LLC | 26,662 | $985K | 0.0% | +124.5% | 0.016% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 264,366 | $9.76M | 0.2% | +12.7% | 0.157% | |
7/22/2025 | Ergawealth Advisors Inc. | 34,142 | $1.26M | 0.6% | N/A | 0.020% | |
7/22/2025 | Berger Financial Group Inc | 115,045 | $4.25M | 0.3% | -7.0% | 0.068% | |
7/21/2025 | Ascent Group LLC | 17,295 | $639K | 0.0% | -2.9% | 0.010% | |
7/21/2025 | Ameritas Advisory Services LLC | 34,646 | $1.28M | 0.1% | -16.6% | 0.021% | |
7/21/2025 | Ashton Thomas Securities LLC | 56,857 | $2.10M | 0.5% | +10.0% | 0.034% | |
7/21/2025 | Investment Planning Advisors Inc. | 788,011 | $29.10M | 10.3% | +20.8% | 0.468% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 28,329 | $1.05M | 0.1% | +9.3% | 0.017% | |
7/18/2025 | Vicus Capital | 14,937 | $552K | 0.0% | +68.2% | 0.009% | |
7/18/2025 | Trilogy Capital Inc. | 10,792 | $399K | 0.0% | -16.8% | 0.006% | |
7/18/2025 | Truist Financial Corp | 186,633 | $6.89M | 0.0% | +8.8% | 0.111% | |
7/17/2025 | G&S Capital LLC | 99,445 | $3.67M | 1.5% | +0.9% | 0.060% | |
7/17/2025 | Janney Montgomery Scott LLC | 548,695 | $20.26M | 0.1% | +23.6% | 0.330% | |
7/17/2025 | Venture Visionary Partners LLC | 27,697 | $1.02M | 0.0% | +97.9% | 0.017% | |
7/17/2025 | Investment Advisory Services Inc. TX ADV | 57,850 | $2.14M | 0.7% | +14.4% | 0.035% | |
7/17/2025 | Avior Wealth Management LLC | 5,690 | $210K | 0.0% | N/A | 0.003% | |
7/17/2025 | Tempus Wealth Planning LLC | 55,855 | $2.06M | 0.5% | +4.6% | 0.034% | |
7/16/2025 | Signature Resources Capital Management LLC | 50,455 | $1.86M | 1.1% | +9.1% | 0.030% | |
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7/16/2025 | Midwest Heritage Bank FSB | 978,124 | $36.12M | 13.6% | +3.0% | 0.589% | |
7/16/2025 | Independent Wealth Network Inc. | 33,719 | $1.25M | 0.5% | +4.6% | 0.020% | |
7/16/2025 | ORG Partners LLC | 9,148 | $337K | 0.1% | +799.5% | 0.006% | |
7/16/2025 | ST Germain D J Co. Inc. | 294,083 | $10.86M | 0.5% | +0.4% | 0.177% | |
7/16/2025 | Swisher Financial Concepts Inc. | 25,081 | $926K | 0.6% | -14.1% | 0.015% | |
7/16/2025 | Owen LaRue LLC | 9,484 | $350K | 0.1% | +23.1% | 0.006% | |
7/16/2025 | Kerntke Otto McGlone Wealth Management Group | 19,620 | $725K | 0.6% | +21.5% | 0.012% | |
7/16/2025 | Essex Financial Services Inc. | 266,668 | $9.85M | 0.6% | -0.3% | 0.161% | |
7/16/2025 | Perigon Wealth Management LLC | 9,374 | $346K | 0.0% | +10.6% | 0.006% | |
7/15/2025 | Lynch & Associates IN | 32,360 | $1.20M | 0.2% | +9.9% | 0.019% | |