8/1/2025 | Biltmore Family Office LLC | 6,025 | $439K | 0.1% | +7.1% | 0.006% | |
8/1/2025 | Zhang Financial LLC | 4,227 | $308K | 0.0% | -38.8% | 0.004% | |
8/1/2025 | GGM Financials LLC | 14,151 | $1.03M | 0.2% | N/A | 0.014% | |
8/1/2025 | Petra Financial Advisors Inc. | 80,228 | $5.84M | 3.7% | -41.7% | 0.077% | |
8/1/2025 | GWN Securities Inc. | 4,120 | $300K | 0.1% | -83.2% | 0.004% | |
8/1/2025 | Advisory Alpha LLC | 25,775 | $1.88M | 0.1% | -2.7% | 0.025% | |
8/1/2025 | Brookwood Investment Group LLC | 13,288 | $968K | 0.2% | -1.7% | 0.013% | |
8/1/2025 | First Command Advisory Services Inc. | 10,981 | $800K | 0.0% | -5.4% | 0.011% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 18,646 | $1.36M | 0.0% | -3.6% | 0.018% | |
8/1/2025 | American Financial & Tax Strategies Inc. | 89,922 | $6.55M | 3.4% | -5.8% | 0.086% | |
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8/1/2025 | Solstein Capital LLC | 1,024 | $75K | 0.0% | +95.4% | 0.001% | |
8/1/2025 | Envestnet Asset Management Inc. | 778,889 | $56.72M | 0.0% | -3.3% | 0.749% | |
7/31/2025 | VestGen Investment Management | 6,534 | $476K | 0.3% | N/A | 0.006% | |
7/31/2025 | Whipplewood Advisors LLC | 10,102 | $736K | 0.4% | -50.7% | 0.010% | |
7/31/2025 | Pinnacle Wealth Management Group Inc. | 58,926 | $4.29M | 2.5% | +3.7% | 0.057% | |
7/31/2025 | Moloney Securities Asset Management LLC | 8,717 | $635K | 0.1% | +2.9% | 0.008% | |
7/31/2025 | Opes Wealth Management LLC | 117,107 | $8.53M | 1.5% | +5.3% | 0.113% | |
7/31/2025 | Carnegie Investment Counsel | 3,774 | $275K | 0.0% | +10.0% | 0.004% | |
7/31/2025 | FSM Wealth Advisors LLC | 7,649 | $558K | 0.1% | N/A | 0.007% | |
7/30/2025 | Brookstone Capital Management | 575,598 | $41.92M | 0.5% | -7.0% | 0.553% | |
7/30/2025 | D.A. Davidson & CO. | 27,911 | $2.03M | 0.0% | +10.7% | 0.027% | |
7/30/2025 | Pacific Sun Financial Corp | 4,536 | $330K | 0.2% | -17.8% | 0.004% | |
7/30/2025 | Syntegra Private Wealth Group LLC | 34,122 | $2.49M | 0.3% | -0.8% | 0.033% | |
7/30/2025 | Liberty One Investment Management LLC | 34,022 | $2.48M | 0.3% | -2.5% | 0.033% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 103,028 | $7.50M | 0.3% | N/A | 0.099% | |
7/30/2025 | WESPAC Advisors SoCal LLC | 12,627 | $919K | 0.2% | +273.1% | 0.012% | |
7/29/2025 | Stephens Inc. AR | 70,580 | $5.14M | 0.1% | +2.1% | 0.068% | |
7/29/2025 | Chicago Partners Investment Group LLC | 22,086 | $1.62M | 0.0% | +24.7% | 0.021% | |
7/29/2025 | Ballast Inc. | 7,506 | $547K | 0.2% | -96.2% | 0.007% | |
7/29/2025 | International Assets Investment Management LLC | 10,150 | $739K | 0.0% | +36.5% | 0.010% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 13,256 | $965K | 0.0% | -1.6% | 0.013% | |
7/29/2025 | Koshinski Asset Management Inc. | 14,676 | $1.07M | 0.1% | -2.4% | 0.014% | |
7/29/2025 | Stratos Wealth Partners LTD. | 44,940 | $3.27M | 0.0% | -4.7% | 0.043% | |
7/29/2025 | Private Trust Co. NA | 5,946 | $433K | 0.0% | -2.3% | 0.006% | |
7/29/2025 | Harbor Asset Planning Inc. | 6,494 | $473K | 0.5% | N/A | 0.006% | |
7/28/2025 | Variant Private Wealth LLC | 13,775 | $1.00M | 1.0% | -1.6% | 0.013% | |
7/28/2025 | Patten & Patten Inc. TN | 13,639 | $993K | 0.1% | -3.4% | 0.013% | |
7/28/2025 | Harbour Investments Inc. | 6,766 | $493K | 0.0% | +2.6% | 0.007% | |
7/28/2025 | Sagespring Wealth Partners LLC | 6,652 | $484K | 0.0% | N/A | 0.006% | |
7/28/2025 | RFG Advisory LLC | 6,777 | $494K | 0.0% | -34.0% | 0.007% | |
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7/28/2025 | Axxcess Wealth Management LLC | 12,513 | $911K | 0.0% | +82.9% | 0.012% | |
7/28/2025 | Moran Wealth Management LLC | 28,662 | $2.09M | 0.1% | N/A | 0.028% | |
7/28/2025 | Nadler Financial Group Inc. | 5,000 | $364K | 0.0% | N/A | 0.005% | |
7/25/2025 | Northwest Capital Management Inc | 23,657 | $1.72M | 0.9% | -25.5% | 0.023% | |
7/25/2025 | Verdence Capital Advisors LLC | 29,928 | $2.18M | 0.1% | -0.7% | 0.029% | |
7/25/2025 | Atria Wealth Solutions Inc. | 85,461 | $6.23M | 0.1% | +29.0% | 0.082% | |
7/25/2025 | Sequoia Financial Advisors LLC | 114,917 | $8.37M | 0.1% | -33.1% | 0.110% | |
7/25/2025 | MGO One Seven LLC | 47,361 | $3.45M | 0.1% | +8.0% | 0.046% | |
7/25/2025 | Ellis Investment Partners LLC | 51,220 | $3.73M | 0.7% | -1.8% | 0.049% | |
7/25/2025 | Genesee Capital Advisors LLC | 37,719 | $2.75M | 1.2% | N/A | 0.036% | |
7/25/2025 | CWM LLC | 247,047 | $17.99M | 0.1% | +52.2% | 0.238% | |
7/25/2025 | Concurrent Investment Advisors LLC | 69,127 | $5.03M | 0.1% | +0.7% | 0.066% | |
7/25/2025 | Johnson Investment Counsel Inc. | 22,622 | $1.65M | 0.0% | +13.2% | 0.022% | |
7/25/2025 | Apollon Wealth Management LLC | 3,504 | $255K | 0.0% | +6.9% | 0.003% | |
7/24/2025 | JNBA Financial Advisors | 1,183 | $86K | 0.0% | -14.3% | 0.001% | |
7/24/2025 | Lmcg Investments LLC | 33,295 | $2.43M | 0.2% | +13.0% | 0.032% | |
7/24/2025 | JFS Wealth Advisors LLC | 164,724 | $12.00M | 0.8% | -0.7% | 0.158% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 78,453 | $5.71M | 0.2% | -45.6% | 0.075% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 3,417 | $249K | 0.0% | +13.1% | 0.003% | |
7/24/2025 | IFP Advisors Inc | 20,157 | $1.47M | 0.0% | +120.4% | 0.019% | |
7/24/2025 | Blair William & Co. IL | 20,315 | $1.48M | 0.0% | -5.3% | 0.020% | |
7/24/2025 | Capital Advisors Ltd. LLC | 193,776 | $14.11M | 1.7% | +2.9% | 0.186% | |
7/24/2025 | Weaver Capital Management LLC | 32,323 | $2.35M | 0.6% | -0.7% | 0.031% | |
7/24/2025 | US Bancorp DE | 9,843 | $717K | 0.0% | +16.4% | 0.009% | |
7/23/2025 | Schrum Private Wealth Management LLC | 3,148 | $229K | 0.2% | -10.7% | 0.003% | |
7/23/2025 | Fluent Financial LLC | 294,330 | $21.43M | 8.8% | +151.2% | 0.283% | |
7/23/2025 | Clear Creek Financial Management LLC | 51,317 | $3.74M | 0.4% | +12.1% | 0.049% | |
7/23/2025 | Virtus Wealth Solutions LLC | 14,151 | $1.03M | 0.2% | -15.8% | 0.014% | |
7/23/2025 | Valmark Advisers Inc. | 4,889 | $356K | 0.0% | -16.6% | 0.005% | |
7/23/2025 | Armbruster Capital Management Inc. | 458,863 | $33.41M | 6.1% | +5.5% | 0.441% | |
7/23/2025 | Financial Life Advisors | 16,103 | $1.17M | 0.4% | +46.3% | 0.015% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 12,299 | $896K | 0.1% | -33.6% | 0.012% | |
7/23/2025 | Meitav Investment House Ltd. | 4,477 | $323K | 0.0% | +4.7% | 0.004% | |
7/23/2025 | Tcfg Wealth Management LLC | 3,668 | $267K | 0.1% | +19.9% | 0.004% | |
7/23/2025 | Trueblood Wealth Management LLC | 16,519 | $1.20M | 0.5% | -1.4% | 0.016% | |
7/23/2025 | Seamount Financial Group Inc. | 21,613 | $1.57M | 0.8% | +13.8% | 0.021% | |
7/23/2025 | SteelPeak Wealth LLC | 22,982 | $1.67M | 0.1% | -0.9% | 0.022% | |
7/23/2025 | Heck Capital Advisors LLC | 7,034 | $512K | 0.0% | +1,318.1% | 0.007% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 2,882 | $210K | 0.0% | -32.6% | 0.003% | |
7/22/2025 | Belpointe Asset Management LLC | 12,665 | $922K | 0.0% | -31.8% | 0.012% | |
7/22/2025 | Berkshire Money Management Inc. | 40,223 | $2.93M | 0.3% | N/A | 0.039% | |
7/22/2025 | DAVENPORT & Co LLC | 13,601 | $990K | 0.0% | +39.7% | 0.013% | |
7/22/2025 | Valpey Financial Services LLC | 4,909 | $357K | 0.2% | N/A | 0.005% | |
7/22/2025 | Woodmont Investment Counsel LLC | 26,146 | $1.90M | 0.1% | -1.1% | 0.025% | |
7/22/2025 | Global Assets Advisory LLC | 42,082 | $3.09M | 1.2% | -64.6% | 0.040% | |
7/22/2025 | Merit Financial Group LLC | 69,392 | $5.05M | 0.1% | -87.5% | 0.067% | |
7/22/2025 | Brown Miller Wealth Management LLC | 5,770 | $420K | 0.1% | N/A | 0.006% | |
7/22/2025 | Highland Capital Management LLC | 7,444 | $542K | 0.0% | -11.4% | 0.007% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 13,887 | $1.01M | 0.0% | -50.5% | 0.013% | |
7/22/2025 | Berger Financial Group Inc | 6,610 | $481K | 0.0% | -11.2% | 0.006% | |
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7/21/2025 | 111 Capital | 8,684 | $632K | 0.1% | N/A | 0.008% | |
7/21/2025 | Fortis Capital Advisors LLC | 8,588 | $625K | 0.1% | -18.9% | 0.008% | |
7/21/2025 | Ameritas Advisory Services LLC | 13,122 | $956K | 0.0% | -18.9% | 0.013% | |
7/21/2025 | DHJJ Financial Advisors Ltd. | 11,220 | $817K | 0.3% | -2.2% | 0.011% | |
7/21/2025 | Sovereign Investment Advisors LLC | 73,800 | $5.37M | 1.5% | -5.4% | 0.071% | |
7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 374,000 | $27.24M | 0.5% | +0.4% | 0.359% | |
7/18/2025 | TPG Advisors LLC | 17,509 | $1.28M | 0.9% | -0.8% | 0.017% | |
7/18/2025 | Vigilare Wealth Management | 49,103 | $3.58M | 1.3% | -75.3% | 0.047% | |
7/18/2025 | PFG Investments LLC | 60,480 | $4.40M | 0.3% | +0.6% | 0.058% | |
7/18/2025 | Consolidated Portfolio Review Corp | 23,562 | $1.72M | 0.2% | +5.0% | 0.023% | |