8/1/2025 | Redwood Park Advisors LLC | 5,500 | $146K | 0.1% | +38.7% | 0.002% | |
8/1/2025 | Schmidt P J Investment Management Inc. | 20,942 | $556K | 0.1% | -25.6% | 0.009% | |
8/1/2025 | Pasadena Private Wealth LLC | 18,840 | $500K | 0.1% | +22.2% | 0.008% | |
8/1/2025 | Delta Investment Management LLC | 344,110 | $9.13M | 1.8% | -1.3% | 0.144% | |
8/1/2025 | Envestnet Asset Management Inc. | 4,917,874 | $130.52M | 0.0% | +96.7% | 2.059% | |
7/31/2025 | Moloney Securities Asset Management LLC | 40,699 | $1.08M | 0.1% | +29.2% | 0.017% | |
7/31/2025 | Trademark Financial Management LLC | 20,460 | $543K | 0.3% | N/A | 0.009% | |
7/31/2025 | Cardinal Point Capital Management ULC | 914,827 | $24.28M | 1.9% | +4.8% | 0.383% | |
7/31/2025 | Strata Wealth Advisors LLC | 200,158 | $5.31M | 1.5% | +2.7% | 0.084% | |
7/30/2025 | Bleakley Financial Group LLC | 300,945 | $7.99M | 0.2% | +28.3% | 0.126% | |
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7/30/2025 | EnRich Financial Partners LLC | 832,737 | $22.10M | 6.8% | +4.0% | 0.349% | |
7/30/2025 | Castle Wealth Management LLC | 540,802 | $14.35M | 5.2% | +5.9% | 0.226% | |
7/30/2025 | Strategic Blueprint LLC | 13,266 | $352K | 0.0% | N/A | 0.006% | |
7/30/2025 | Freedom Investment Management Inc. | 80,457 | $2.14M | 0.2% | -7.7% | 0.034% | |
7/30/2025 | Brookstone Capital Management | 369,984 | $9.82M | 0.1% | +46.6% | 0.155% | |
7/30/2025 | Studio Investment Management LLC | 8,932 | $237K | 0.0% | N/A | 0.004% | |
7/30/2025 | Retirement Planning Group LLC | 4,777,442 | $126.79M | 5.4% | +6.4% | 2.001% | |
7/30/2025 | D.A. Davidson & CO. | 89,847 | $2.39M | 0.0% | +5.6% | 0.038% | |
7/30/2025 | Lionsbridge Wealth Management LLC | 38,651 | $1.03M | 1.0% | +3.2% | 0.016% | |
7/30/2025 | Mason & Associates LLC | 805,998 | $21.39M | 5.4% | +36.1% | 0.338% | |
7/29/2025 | Pinnacle Wealth Management LLC | 582,073 | $15.45M | 12.9% | -3.7% | 0.244% | |
7/29/2025 | Financial Synergies Wealth Advisors Inc. | 11,434 | $303K | 0.0% | N/A | 0.005% | |
7/29/2025 | Kelman Lazarov Inc. | 470,822 | $12.50M | 2.0% | -8.7% | 0.197% | |
7/29/2025 | Financial Futures Ltd Liability Co. | 522,165 | $13.86M | 7.4% | -13.3% | 0.219% | |
7/29/2025 | Stratos Wealth Partners LTD. | 60,464 | $1.61M | 0.0% | +578.9% | 0.025% | |
7/29/2025 | AssuredPartners Investment Advisors LLC | 31,031 | $824K | 0.2% | -71.7% | 0.013% | |
7/29/2025 | Stratos Wealth Advisors LLC | 191,567 | $5.08M | 0.3% | +89.1% | 0.080% | |
7/29/2025 | Private Trust Co. NA | 14,477 | $384K | 0.0% | -19.2% | 0.006% | |
7/29/2025 | Riverbend Wealth Management LLC | 67,964 | $1.80M | 1.4% | +31.8% | 0.028% | |
7/29/2025 | Stratos Investment Management LLC | 1,707,045 | $45.31M | 2.1% | +23.2% | 0.715% | |
7/28/2025 | EQ Wealth Advisors LLC | 441,020 | $11.71M | 8.0% | +70.1% | 0.185% | |
7/28/2025 | Mutual Advisors LLC | 382,473 | $10.11M | 0.3% | +25.8% | 0.160% | |
7/28/2025 | Harbour Investments Inc. | 126,858 | $3.37M | 0.1% | -3.0% | 0.053% | |
7/28/2025 | CGC Financial Services LLC | 33,089 | $878K | 0.3% | -8.9% | 0.014% | |
7/28/2025 | RFG Advisory LLC | 81,095 | $2.15M | 0.1% | +40.2% | 0.034% | |
7/25/2025 | Atria Wealth Solutions Inc. | 27,716 | $736K | 0.0% | -95.3% | 0.012% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 567,539 | $15.06M | 0.1% | +107.3% | 0.238% | |
7/25/2025 | Astoria Portfolio Advisors LLC. | 100,390 | $2.65M | 0.7% | +10.9% | 0.042% | |
7/25/2025 | Concord Asset Management LLC VA | 26,840 | $712K | 0.1% | N/A | 0.011% | |
7/25/2025 | Sequoia Financial Advisors LLC | 4,528,515 | $120.19M | 0.8% | +27.3% | 1.896% | |
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7/25/2025 | CWM LLC | 1,336,115 | $35.46M | 0.1% | +216.3% | 0.560% | |
7/25/2025 | Means Investment CO. Inc. | 16,592 | $440K | 0.0% | N/A | 0.007% | |
7/25/2025 | Hobbs Group Advisors LLC | 63,551 | $1.69M | 0.6% | +18.8% | 0.027% | |
7/25/2025 | Sovereign Financial Group Inc. | 50,974 | $1.35M | 0.3% | +204.4% | 0.021% | |
7/25/2025 | Concurrent Investment Advisors LLC | 14,145 | $375K | 0.0% | N/A | 0.006% | |
7/25/2025 | Investment Advisory Group LLC | 20,865 | $554K | 0.2% | +20.9% | 0.009% | |
7/25/2025 | Apollon Financial LLC | 57,991 | $1.54M | 0.3% | +4.1% | 0.024% | |
7/25/2025 | Apollon Wealth Management LLC | 1,676,565 | $44.50M | 0.9% | -4.1% | 0.702% | |
7/24/2025 | Financial Connections Group Inc. | 27,521 | $730K | 0.3% | +5.8% | 0.012% | |
7/24/2025 | Williams & Novak LLC | 101,892 | $2.70M | 2.3% | +87.1% | 0.043% | |
7/24/2025 | Fourpath Capital Management LLC | 11,192 | $297K | 0.0% | -38.8% | 0.005% | |
7/24/2025 | Riverchase Wealth Management LLC | 407,746 | $10.82M | 6.9% | +14.6% | 0.171% | |
7/24/2025 | NavPoint Financial Inc. | 27,803 | $738K | 0.4% | +119.9% | 0.012% | |
7/24/2025 | Stonebridge Financial Group LLC | 784,273 | $20.82M | 2.0% | +478.4% | 0.328% | |
7/24/2025 | CarsonAllaria Wealth Management Ltd. | 200,021 | $5.31M | 2.8% | +6.6% | 0.084% | |
7/24/2025 | MSH Capital Advisors LLC | 25,763 | $684K | 0.2% | +10.5% | 0.011% | |
7/24/2025 | Lokken Investment Group LLC | 311,127 | $8.26M | 3.2% | +13.3% | 0.130% | |
7/23/2025 | Tectonic Advisors LLC | 22,183 | $589K | 0.0% | +25.9% | 0.009% | |
7/23/2025 | Prasad Wealth Partners LLC | 127,915 | $3.40M | 1.0% | -0.4% | 0.054% | |
7/23/2025 | Litman Gregory Wealth Management LLC | 10,245 | $272K | 0.0% | N/A | 0.004% | |
7/22/2025 | D.B. Root & Company LLC | 125,860 | $3.34M | 1.0% | +1,521.5% | 0.053% | |
7/22/2025 | DAVENPORT & Co LLC | 355,650 | $9.44M | 0.1% | +67.4% | 0.149% | |
7/22/2025 | JSF Financial LLC | 23,646 | $628K | 0.1% | -24.3% | 0.010% | |
7/22/2025 | Beacon Financial Advisory LLC | 356,136 | $9.45M | 2.4% | +17.8% | 0.149% | |
7/22/2025 | Gemmer Asset Management LLC | 794,814 | $21.09M | 1.9% | +4.1% | 0.333% | |
7/22/2025 | MBL Wealth LLC | 263,335 | $6.99M | 0.7% | N/A | 0.110% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 98,301 | $2.61M | 0.1% | +185.5% | 0.041% | |
7/22/2025 | Berger Financial Group Inc | 1,012,151 | $26.86M | 1.7% | +1.4% | 0.424% | |
7/22/2025 | BridgePort Financial Solutions LLC | 8,058 | $214K | 0.1% | N/A | 0.003% | |
7/22/2025 | USAdvisors Wealth Management LLC | 86,780 | $2.30M | 0.9% | +12.1% | 0.036% | |
7/22/2025 | Financial Insights Inc. | 16,179 | $429K | 0.2% | N/A | 0.007% | |
7/21/2025 | Ameriflex Group Inc. | 26,790 | $710K | 0.4% | +6.4% | 0.011% | |
7/21/2025 | Creative Capital Management Investments LLC | 652,040 | $17.31M | 6.2% | +5.3% | 0.273% | |
7/21/2025 | Ameritas Advisory Services LLC | 3,656 | $97K | 0.0% | -97.9% | 0.002% | |
7/21/2025 | Rainey & Randall Wealth Advisors Inc. | 365,017 | $9.69M | 1.8% | +112.0% | 0.153% | |
7/18/2025 | Vicus Capital | 399,620 | $10.61M | 0.9% | +427.2% | 0.167% | |
7/18/2025 | Astor Investment Management LLC | 586,699 | $15.57M | 8.4% | -5.2% | 0.246% | |
7/18/2025 | Foundry Financial Group Inc. | 61,199 | $1.62M | 0.9% | +2.2% | 0.026% | |
7/18/2025 | Precision Wealth Strategies LLC | 363,165 | $9.64M | 3.1% | -7.7% | 0.152% | |
7/18/2025 | Truist Financial Corp | 195,573 | $5.19M | 0.0% | +41.9% | 0.082% | |
7/17/2025 | Eclectic Associates Inc. ADV | 339,140 | $9.00M | 2.0% | +41.9% | 0.146% | |
7/17/2025 | Bluesphere Advisors LLC | 34,261 | $909K | 0.5% | -10.9% | 0.015% | |
7/17/2025 | Halbert Hargrove Global Advisors LLC | 301,420 | $8M | 0.4% | +1.2% | 0.129% | |
7/17/2025 | Centennial Wealth Advisory LLC | 102,886 | $2.73M | 0.9% | N/A | 0.044% | |
7/17/2025 | LifeGoal Wealth Advisors | 134,601 | $3.57M | 3.4% | +33.3% | 0.058% | |
7/17/2025 | Raleigh Capital Management Inc. | 12,192 | $324K | 0.1% | -8.7% | 0.005% | |
7/17/2025 | LexAurum Advisors LLC | 543,232 | $14.42M | 2.3% | +2,988.5% | 0.233% | |
7/17/2025 | Janney Montgomery Scott LLC | 514,100 | $13.64M | 0.0% | +111.0% | 0.221% | |
7/17/2025 | Avondale Wealth Management | 243,792 | $6.47M | 3.6% | N/A | 0.105% | |
7/17/2025 | ERn Financial LLC | 348,583 | $9.25M | 2.0% | -17.7% | 0.150% | |
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7/17/2025 | Johnson & White Wealth Management LLC | 215,188 | $5.71M | 2.9% | +109.6% | 0.092% | |
7/17/2025 | Beacon Capital Management LLC | 25,075 | $665K | 0.1% | +11,144.4% | 0.011% | |
7/17/2025 | LVW Advisors LLC | 269,722 | $7.16M | 0.8% | +4.9% | 0.116% | |
7/16/2025 | John W. Brooker & Co. CPAs | 33,996 | $897K | 2.1% | -91.4% | 0.015% | |
7/16/2025 | MinichMacGregor Wealth Management LLC | 717,512 | $19.04M | 4.1% | -0.1% | 0.308% | |
7/16/2025 | Lloyd Advisory Services LLC. | 23,596 | $626K | 0.3% | +2.7% | 0.010% | |
7/16/2025 | Investment Partners Asset Management Inc. | 98,364 | $2.61M | 1.8% | +26.2% | 0.042% | |
7/16/2025 | Swisher Financial Concepts Inc. | 7,760 | $206K | 0.1% | -15.3% | 0.003% | |
7/16/2025 | Falcon Wealth Planning | 1,813,567 | $48.13M | 4.9% | +4.0% | 0.778% | |
7/16/2025 | Novem Group | 594,815 | $15.79M | 2.0% | -43.2% | 0.255% | |