8/1/2025 | Paradigm Strategies in Wealth Management LLC | 728,410 | $21.28M | 13.9% | +1.3% | 0.048% | |
8/1/2025 | Bull Oak Capital LLC | 6,855 | $200K | 0.1% | N/A | 0.000% | |
8/1/2025 | FSA Advisors Inc. | 25,635 | $749K | 0.6% | -49.7% | 0.002% | |
8/1/2025 | Milestone Asset Management Group LLC | 155,468 | $4.54M | 3.4% | +5.0% | 0.010% | |
8/1/2025 | James Investment Research Inc. | 63,761 | $1.86M | 0.2% | +8.3% | 0.004% | |
8/1/2025 | Zhang Financial LLC | 17,104 | $500K | 0.0% | +6.6% | 0.001% | |
8/1/2025 | First National Trust Co | 12,434 | $363K | 0.0% | -11.1% | 0.001% | |
8/1/2025 | Signet Investment Advisory Group Inc. | 68,020 | $1.99M | 1.0% | -1.8% | 0.004% | |
8/1/2025 | Clark Asset Management LLC | 12,524 | $366K | 0.0% | -14.4% | 0.001% | |
8/1/2025 | GPM Growth Investors Inc. | 465,025 | $13.58M | 5.4% | +0.5% | 0.030% | |
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8/1/2025 | Petra Financial Advisors Inc. | 77,620 | $2.27M | 1.4% | +63.9% | 0.005% | |
8/1/2025 | Equita Financial Network Inc. | 9,808 | $286K | 0.1% | -8.5% | 0.001% | |
8/1/2025 | GWN Securities Inc. | 62,772 | $1.83M | 0.3% | +16.9% | 0.004% | |
8/1/2025 | Advisory Alpha LLC | 133,152 | $3.89M | 0.1% | -0.8% | 0.009% | |
8/1/2025 | Facet Wealth Inc. | 1,104,582 | $33.38M | 0.8% | -1.6% | 0.072% | |
8/1/2025 | Penobscot Wealth Management | 7,648 | $223K | 0.1% | N/A | 0.001% | |
8/1/2025 | Schmidt P J Investment Management Inc. | 88,111 | $2.57M | 0.4% | +11.4% | 0.006% | |
8/1/2025 | Financial Counselors Inc. | 742,682 | $21.69M | 30.7% | -62.9% | 0.049% | |
8/1/2025 | Brookwood Investment Group LLC | 57,265 | $1.67M | 0.3% | -11.0% | 0.004% | |
8/1/2025 | First Command Advisory Services Inc. | 5,217 | $152K | 0.0% | -12.0% | 0.000% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 22,494 | $657K | 0.0% | +10.2% | 0.001% | |
8/1/2025 | Delta Investment Management LLC | 9,599 | $280K | 0.1% | -9.2% | 0.001% | |
8/1/2025 | Envestnet Asset Management Inc. | 55,240,546 | $1.61B | 0.5% | +14.5% | 3.620% | |
8/1/2025 | Chilton Capital Management LLC | 1,950 | $57K | 0.0% | N/A | 0.000% | |
7/31/2025 | Wealthfront Advisers LLC | 106,850 | $3.12M | 0.0% | +6.7% | 0.007% | |
7/31/2025 | New Hampshire Trust | 79,988 | $2.34M | 0.5% | +32.6% | 0.005% | |
7/31/2025 | Perissos Private Wealth Management LLC | 154,054 | $4.50M | 3.6% | -0.2% | 0.010% | |
7/31/2025 | Ballast Advisors LLC | 915,285 | $26.74M | 7.9% | -2.7% | 0.060% | |
7/31/2025 | McCarthy Asset Management Inc. | 339,849 | $9.93M | 6.7% | -5.4% | 0.022% | |
7/31/2025 | Ingalls & Snyder LLC | 7,100 | $207K | 0.0% | N/A | 0.000% | |
7/31/2025 | Schneider Downs Wealth Management Advisors LP | 1,640,699 | $47.93M | 7.2% | +4.0% | 0.108% | |
7/31/2025 | Heirloom Wealth Management | 113,543 | $3.32M | 0.9% | +2.3% | 0.007% | |
7/31/2025 | Brighton Jones LLC | 18,956 | $554K | 0.0% | +51.0% | 0.001% | |
7/31/2025 | CVA Family Office LLC | 166,666 | $4.87M | 0.7% | +8.9% | 0.011% | |
7/31/2025 | Guardian Financial Partners LLC | 193,460 | $5.65M | 2.5% | +12.9% | 0.013% | |
7/31/2025 | B & T Capital Management DBA Alpha Capital Management | 698,752 | $20.41M | 3.5% | -13.3% | 0.046% | |
7/31/2025 | BIP Wealth LLC | 17,027 | $497K | 0.0% | -18.7% | 0.001% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 1,448,022 | $42.30M | 0.6% | -14.3% | 0.095% | |
7/31/2025 | Insight Wealth Partners LLC | 41,208 | $1.20M | 0.5% | -1.4% | 0.003% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 1,035 | $30K | 0.0% | -99.0% | 0.000% | |
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7/31/2025 | Opes Wealth Management LLC | 408,818 | $11.94M | 2.1% | +5.3% | 0.027% | |
7/31/2025 | Guardian Asset Advisors LLC | 43,128 | $1.26M | 0.7% | -1.5% | 0.003% | |
7/31/2025 | Carnegie Investment Counsel | 54,818 | $1.60M | 0.0% | +241.1% | 0.004% | |
7/31/2025 | FSM Wealth Advisors LLC | 394,811 | $11.53M | 1.9% | +15.8% | 0.026% | |
7/31/2025 | Gill Capital Partners LLC | 523,945 | $15.30M | 4.9% | -1.3% | 0.034% | |
7/31/2025 | Turning Point Benefit Group Inc. | 26,073 | $762K | 0.6% | +21.5% | 0.002% | |
7/31/2025 | Planning Center Inc. | 32,540 | $950K | 0.1% | -7.6% | 0.002% | |
7/30/2025 | KPP Advisory Services LLC | 127,373 | $3.72M | 0.6% | +0.9% | 0.008% | |
7/30/2025 | Schaper Benz & Wise Investment Counsel Inc. WI | 6,936 | $203K | 0.0% | N/A | 0.000% | |
7/30/2025 | Paragon Advisors LLC | 9,460 | $276K | 0.1% | +8.1% | 0.001% | |
7/30/2025 | Bleakley Financial Group LLC | 1,695,563 | $49.53M | 1.3% | +23.0% | 0.111% | |
7/30/2025 | Insight Advisors LLC PA | 23,449 | $685K | 0.1% | -29.2% | 0.002% | |
7/30/2025 | Cambridge Capital Management LLC | 170,416 | $4.98M | 2.7% | N/A | 0.011% | |
7/30/2025 | Strategic Blueprint LLC | 1,664,649 | $48.62M | 2.4% | +4.2% | 0.109% | |
7/30/2025 | Freedom Investment Management Inc. | 227,419 | $6.64M | 0.5% | +29.0% | 0.015% | |
7/30/2025 | Forum Financial Management LP | 14,284 | $417K | 0.0% | +3.2% | 0.001% | |
7/30/2025 | White Lighthouse Investment Management Inc. | 15,179 | $443K | 0.1% | +3.4% | 0.001% | |
7/30/2025 | Black Diamond Financial LLC | 876,953 | $25.62M | 4.0% | -6.7% | 0.057% | |
7/30/2025 | TFB Advisors LLC | 25,674 | $750K | 0.2% | +4.0% | 0.002% | |
7/30/2025 | Exencial Wealth Advisors LLC | 256,495 | $7.49M | 0.3% | +12.7% | 0.017% | |
7/30/2025 | Brookstone Capital Management | 301,073 | $8.79M | 0.1% | -2.5% | 0.020% | |
7/30/2025 | Studio Investment Management LLC | 6,885 | $201K | 0.0% | N/A | 0.000% | |
7/30/2025 | Retirement Planning Group LLC | 226,855 | $6.63M | 0.3% | +44.1% | 0.015% | |
7/30/2025 | D.A. Davidson & CO. | 442,843 | $12.94M | 0.1% | +0.7% | 0.029% | |
7/30/2025 | Fiduciary Family Office LLC | 8,705 | $254K | 0.1% | N/A | 0.001% | |
7/30/2025 | Fingerlakes Wealth Management Inc. | 195,093 | $5.70M | 4.3% | +17.0% | 0.013% | |
7/30/2025 | DecisionMap Wealth Management LLC | 36,130 | $1.06M | 0.7% | -1.3% | 0.002% | |
7/30/2025 | BG Investment Services Inc. | 10,032 | $293K | 0.4% | N/A | 0.001% | |
7/30/2025 | Mid American Wealth Advisory Group Inc. | 889 | $26K | 0.0% | N/A | 0.000% | |
7/30/2025 | LGT Financial Advisors LLC | 12,729 | $372K | 0.9% | +3.9% | 0.001% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 67,820 | $1.98M | 0.1% | -3.8% | 0.004% | |
7/30/2025 | Bogart Wealth LLC | 617,997 | $18.05M | 0.8% | +1.9% | 0.041% | |
7/30/2025 | Crewe Advisors LLC | 7,467 | $218K | 0.0% | +2,045.7% | 0.000% | |
7/30/2025 | WBH Advisory Inc. | 730,249 | $21.33M | 1.8% | +8.6% | 0.048% | |
7/29/2025 | FLC Capital Advisors | 1,100,864 | $32.16M | 6.6% | -8.3% | 0.072% | |
7/29/2025 | Elevation Capital Advisory LLC | 417,929 | $12.21M | 4.9% | N/A | 0.027% | |
7/29/2025 | Members Advisory Group LLC | 774,708 | $22.63M | 8.5% | +4.3% | 0.051% | |
7/29/2025 | Stephens Inc. AR | 29,133 | $851K | 0.0% | +6.8% | 0.002% | |
7/29/2025 | Financial Advisors LLC | 3,045,218 | $88.95M | 16.6% | -1.9% | 0.200% | |
7/29/2025 | Madison Wealth Partners Inc | 76,113 | $2.22M | 0.5% | -12.3% | 0.005% | |
7/29/2025 | Forvis Mazars Wealth Advisors LLC | 7,975 | $233K | 0.0% | N/A | 0.001% | |
7/29/2025 | Crux Wealth Advisors | 92,975 | $2.72M | 1.2% | +0.6% | 0.006% | |
7/29/2025 | Chicago Partners Investment Group LLC | 317,729 | $9.51M | 0.3% | +7.4% | 0.021% | |
7/29/2025 | Financial Synergies Wealth Advisors Inc. | 1,225,655 | $35.80M | 3.9% | -0.3% | 0.080% | |
7/29/2025 | Kelman Lazarov Inc. | 1,867,657 | $54.55M | 8.8% | +2.2% | 0.122% | |
7/29/2025 | Dumont & Blake Investment Advisors LLC | 26,467 | $773K | 0.2% | +4.1% | 0.002% | |
7/29/2025 | Systelligence LLC | 625,096 | $18.26M | 3.4% | +1.7% | 0.041% | |
7/29/2025 | International Assets Investment Management LLC | 26,875 | $785K | 0.0% | +31.6% | 0.002% | |
7/29/2025 | Ballast Inc. | 239,349 | $6.99M | 2.9% | N/A | 0.016% | |
7/29/2025 | Northern Capital Management Inc. | 1,806,661 | $52.77M | 31.0% | -1.8% | 0.118% | |
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7/29/2025 | Swmg LLC | 8,336 | $253K | 0.1% | N/A | 0.001% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 60,928 | $1.78M | 0.0% | +32.6% | 0.004% | |
7/29/2025 | Quotient Wealth Partners LLC | 130,447 | $3.81M | 0.1% | -10.6% | 0.009% | |
7/29/2025 | May Barnhard Investments LLC | 408,031 | $11.92M | 5.6% | -1.1% | 0.027% | |
7/29/2025 | Koshinski Asset Management Inc. | 2,076,826 | $60.66M | 4.6% | +0.9% | 0.136% | |
7/29/2025 | Hoese & Co LLP | 36,276 | $1.06M | 0.9% | -9.1% | 0.002% | |
7/29/2025 | Curbstone Financial Management Corp | 526,903 | $15.39M | 3.2% | -1.0% | 0.035% | |
7/29/2025 | Spreng Capital Management Inc. | 1,010,693 | $29.52M | 12.2% | -0.3% | 0.066% | |
7/29/2025 | Lutz Financial Services LLC | 19,334 | $565K | 0.0% | -31.3% | 0.001% | |
7/29/2025 | Rodgers & Associates LTD | 7,280 | $213K | 0.0% | -26.6% | 0.000% | |