8/1/2025 | Advisory Alpha LLC | 8,879 | $216K | 0.0% | N/A | 0.002% | |
8/1/2025 | United Capital Management of KS Inc. | 1,056,570 | $25.76M | 4.0% | -35.7% | 0.235% | |
8/1/2025 | Cobblestone Capital Advisors LLC NY | 99,475 | $2.43M | 0.1% | +0.4% | 0.022% | |
8/1/2025 | Pasadena Private Wealth LLC | 104,493 | $2.55M | 0.4% | -39.5% | 0.023% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 10,521 | $257K | 0.0% | +12.9% | 0.002% | |
8/1/2025 | Envestnet Asset Management Inc. | 8,046,412 | $196.17M | 0.1% | +5.2% | 1.789% | |
8/1/2025 | Chilton Capital Management LLC | 11,549 | $282K | 0.0% | -3.5% | 0.003% | |
7/31/2025 | Resonant Capital Advisors LLC | 590,469 | $14.40M | 0.9% | -5.3% | 0.131% | |
7/31/2025 | Wealthfront Advisers LLC | 3,584,777 | $87.40M | 0.2% | -8.5% | 0.797% | |
7/31/2025 | New Hampshire Trust | 25,278 | $616K | 0.1% | +6.8% | 0.006% | |
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7/31/2025 | Blake Schutter Theil Wealth Advisors LLC | 37,978 | $926K | 1.1% | +3.3% | 0.008% | |
7/31/2025 | Ballast Advisors LLC | 570,173 | $13.90M | 4.1% | +5.7% | 0.127% | |
7/31/2025 | Brighton Jones LLC | 20,418 | $498K | 0.0% | +6.7% | 0.005% | |
7/31/2025 | Leavell Investment Management Inc. | 1,177,227 | $28.70M | 1.3% | +3.4% | 0.262% | |
7/31/2025 | Guardian Financial Partners LLC | 43,743 | $1.07M | 0.5% | +4.9% | 0.010% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 77,824 | $1.90M | 0.0% | +29.6% | 0.017% | |
7/31/2025 | Carlton Hofferkamp & Jenks Wealth Management LLC | 182,246 | $4.43M | 1.6% | -8.3% | 0.041% | |
7/31/2025 | Blue Sky Capital Consultants Group Inc. | 23,610 | $576K | 0.3% | N/A | 0.005% | |
7/31/2025 | GLOBALT Investments LLC GA | 100,283 | $2.45M | 0.1% | -10.3% | 0.022% | |
7/31/2025 | Cardinal Point Capital Management ULC | 263,049 | $6.41M | 0.5% | N/A | 0.058% | |
7/31/2025 | Carnegie Investment Counsel | 9,803 | $239K | 0.0% | -11.5% | 0.002% | |
7/30/2025 | Bleakley Financial Group LLC | 58,573 | $1.43M | 0.0% | +38.0% | 0.013% | |
7/30/2025 | Strategic Blueprint LLC | 9,861 | $240K | 0.0% | -68.3% | 0.002% | |
7/30/2025 | Freedom Investment Management Inc. | 68,279 | $1.67M | 0.1% | -4.0% | 0.015% | |
7/30/2025 | Black Diamond Financial LLC | 471,055 | $11.48M | 1.8% | -5.9% | 0.105% | |
7/30/2025 | TFB Advisors LLC | 17,608 | $429K | 0.1% | +3.9% | 0.004% | |
7/30/2025 | Exencial Wealth Advisors LLC | 36,659 | $894K | 0.0% | +37.4% | 0.008% | |
7/30/2025 | Brookstone Capital Management | 142,549 | $3.48M | 0.0% | -0.4% | 0.032% | |
7/30/2025 | Pittenger & Anderson Inc. | 40,054 | $977K | 0.0% | +26.5% | 0.009% | |
7/30/2025 | Towneley Capital Management Inc DE | 535,171 | $13.05M | 3.0% | -34.3% | 0.119% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 563,358 | $13.74M | 0.6% | +3.5% | 0.125% | |
7/30/2025 | Journey Advisory Group LLC | 738,743 | $18.01M | 1.4% | +5.7% | 0.164% | |
7/30/2025 | Evermay Wealth Management LLC | 54,582 | $1.33M | 0.2% | -5.7% | 0.012% | |
7/30/2025 | WBH Advisory Inc. | 123,571 | $3.01M | 0.3% | -2.7% | 0.027% | |
7/29/2025 | FLC Capital Advisors | 1,454,813 | $35.47M | 7.3% | +19.2% | 0.323% | |
7/29/2025 | Birmingham Capital Management Co. Inc. AL | 73,000 | $1.78M | 0.8% | -29.1% | 0.016% | |
7/29/2025 | Sims Investment Management LLC | 363,671 | $8.87M | 3.6% | -6.2% | 0.081% | |
7/29/2025 | Aull & Monroe Investment Management Corp | 8,889 | $217K | 0.1% | -5.1% | 0.002% | |
7/29/2025 | Planned Solutions Inc. | 32,726 | $798K | 0.3% | -3.9% | 0.007% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 11,814 | $288K | 0.0% | -57.2% | 0.003% | |
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7/29/2025 | Koshinski Asset Management Inc. | 62,775 | $1.53M | 0.1% | +1.3% | 0.014% | |
7/29/2025 | Foster & Motley Inc. | 8,802 | $215K | 0.0% | -9.8% | 0.002% | |
7/29/2025 | Hartline Investment Corp | 36,050 | $879K | 0.1% | N/A | 0.008% | |
7/29/2025 | Stratos Wealth Advisors LLC | 1,068,265 | $26.04M | 1.4% | -0.4% | 0.237% | |
7/29/2025 | Private Trust Co. NA | 5,608 | $137K | 0.0% | +20.7% | 0.001% | |
7/29/2025 | Commons Capital LLC | 35,683 | $870K | 0.7% | -9.9% | 0.008% | |
7/28/2025 | Mission Hills Financial Advisory LLC | 19,140 | $467K | 0.3% | N/A | 0.004% | |
7/28/2025 | Rosenberg Matthew Hamilton | 242,658 | $5.92M | 1.4% | -21.1% | 0.054% | |
7/28/2025 | Mutual Advisors LLC | 409,092 | $9.94M | 0.2% | +6.5% | 0.091% | |
7/28/2025 | Harbour Investments Inc. | 285,123 | $6.95M | 0.2% | -10.7% | 0.063% | |
7/28/2025 | Morningstar Investment Management LLC | 1,681,738 | $41.00M | 3.6% | -14.6% | 0.374% | |
7/28/2025 | RFG Advisory LLC | 10,804 | $263K | 0.0% | N/A | 0.002% | |
7/28/2025 | Axxcess Wealth Management LLC | 22,608 | $551K | 0.0% | N/A | 0.005% | |
7/25/2025 | Northwest Capital Management Inc | 14,986 | $365K | 0.2% | -16.9% | 0.003% | |
7/25/2025 | Verdence Capital Advisors LLC | 111,518 | $2.72M | 0.2% | +25.1% | 0.025% | |
7/25/2025 | Atria Wealth Solutions Inc. | 52,120 | $1.27M | 0.0% | -34.8% | 0.012% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 16,303 | $397K | 0.0% | -62.7% | 0.004% | |
7/25/2025 | Sequoia Financial Advisors LLC | 50,220 | $1.22M | 0.0% | -13.7% | 0.011% | |
7/25/2025 | Courage Miller Partners LLC | 726,303 | $17.71M | 5.6% | -4.1% | 0.161% | |
7/25/2025 | GW Henssler & Associates Ltd. | 165,009 | $4.02M | 0.2% | +3.6% | 0.037% | |
7/25/2025 | CWM LLC | 87,944 | $2.14M | 0.0% | +209.4% | 0.019% | |
7/25/2025 | Lodestar Private Asset Management LLC | 96,367 | $2.35M | 0.3% | +1.6% | 0.021% | |
7/25/2025 | Concurrent Investment Advisors LLC | 43,024 | $1.05M | 0.0% | +128.7% | 0.010% | |
7/25/2025 | Inman Jager Wealth Management LLC | 11,456 | $279K | 0.2% | +16.7% | 0.003% | |
7/25/2025 | Apollon Wealth Management LLC | 70,650 | $1.72M | 0.0% | N/A | 0.016% | |
7/25/2025 | PrairieView Partners LLC | 29,261 | $713K | 0.1% | -11.9% | 0.006% | |
7/24/2025 | Lindenwold Advisors INC | 42,283 | $1.03M | 0.5% | -7.9% | 0.009% | |
7/24/2025 | Inspire Investing LLC | 655,590 | $15.98M | 1.7% | -29.7% | 0.145% | |
7/24/2025 | Brucke Financial Inc. | 21,940 | $535K | 0.4% | +7.1% | 0.005% | |
7/24/2025 | Blue Trust Inc. | 2,148 | $52K | 0.0% | +57.4% | 0.000% | |
7/24/2025 | L. Roy Papp & Associates LLP | 12,772 | $311K | 0.0% | +5.4% | 0.003% | |
7/24/2025 | Brandywine Oak Private Wealth LLC | 1,396,128 | $34.04M | 3.2% | +1.6% | 0.309% | |
7/24/2025 | Galvin Gaustad & Stein LLC | 786,562 | $19.18M | 1.7% | +20.2% | 0.174% | |
7/24/2025 | Coordinated Financial Services Inc. | 22,013 | $537K | 0.4% | N/A | 0.005% | |
7/24/2025 | IFP Advisors Inc | 101,309 | $2.47M | 0.1% | +269.9% | 0.022% | |
7/24/2025 | Blair William & Co. IL | 96,110 | $2.34M | 0.0% | -1.4% | 0.021% | |
7/24/2025 | True Link Financial Advisors LLC | 85,692 | $2.09M | 0.1% | +69.6% | 0.019% | |
7/24/2025 | US Bancorp DE | 401,506 | $9.79M | 0.0% | +23.9% | 0.089% | |
7/23/2025 | Columbus Macro LLC | 22,407 | $546K | 0.1% | N/A | 0.005% | |
7/23/2025 | Eagle Strategies LLC | 54,185 | $1.32M | 0.2% | +31.4% | 0.012% | |
7/23/2025 | Clear Creek Financial Management LLC | 8,898 | $217K | 0.0% | -4.6% | 0.002% | |
7/23/2025 | Fortis Advisors LLC | 91,841 | $2.24M | 1.4% | -4.1% | 0.020% | |
7/23/2025 | Valmark Advisers Inc. | 64,974 | $1.58M | 0.0% | -14.1% | 0.014% | |
7/23/2025 | Nelson Capital Management LLC | 24,514 | $598K | 0.1% | -12.8% | 0.005% | |
7/23/2025 | Pure Portfolios Holdings LLC | 451,998 | $11.02M | 3.7% | +35.3% | 0.100% | |
7/23/2025 | Venturi Wealth Management LLC | 12,381 | $302K | 0.0% | +23.8% | 0.003% | |
7/23/2025 | Friedenthal Financial | 14,856 | $362K | 0.2% | -12.7% | 0.003% | |
7/23/2025 | DMC Group LLC | 76,476 | $1.86M | 1.4% | +35.6% | 0.017% | |
7/23/2025 | First Financial Group Corp | 27,720 | $676K | 0.7% | +15.6% | 0.006% | |
7/23/2025 | High Note Wealth LLC | 3,144 | $77K | 0.0% | -16.0% | 0.001% | |
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7/23/2025 | Independent Solutions Wealth Management LLC | 200,953 | $4.90M | 1.0% | +7.7% | 0.045% | |
7/23/2025 | Asset Planning Corporation | 265,854 | $6.48M | 3.4% | +11.8% | 0.059% | |
7/23/2025 | Roundview Capital LLC | 360,332 | $8.79M | 0.6% | -1.7% | 0.080% | |
7/23/2025 | Roberts Wealth Advisors LLC | 13,540 | $330K | 0.1% | -20.1% | 0.003% | |
7/23/2025 | MADDEN SECURITIES Corp | 31,884 | $777K | 0.3% | +9.6% | 0.007% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 60,534 | $1.48M | 0.0% | -14.4% | 0.013% | |
7/22/2025 | D.B. Root & Company LLC | 42,973 | $1.05M | 0.3% | -36.0% | 0.010% | |
7/22/2025 | Evensky & Katz LLC | 267,868 | $6.53M | 0.4% | -9.3% | 0.060% | |
7/22/2025 | Red Tortoise LLC | 271,101 | $6.61M | 3.2% | +18.3% | 0.060% | |
7/22/2025 | Belpointe Asset Management LLC | 66,978 | $1.63M | 0.1% | +7.3% | 0.015% | |