8/1/2025 | Bull Oak Capital LLC | 113,569 | $12.77M | 5.8% | N/A | 0.124% | |
8/1/2025 | Austin Private Wealth LLC | 169,633 | $19.08M | 1.5% | +1.0% | 0.185% | |
8/1/2025 | Reliant Investment Partners LLC | 3,819 | $430K | 0.4% | N/A | 0.004% | |
8/1/2025 | Petra Financial Advisors Inc. | 10,029 | $1.13M | 0.7% | +206.4% | 0.011% | |
8/1/2025 | GWN Securities Inc. | 2,215 | $250K | 0.0% | -35.8% | 0.002% | |
8/1/2025 | Rossby Financial LCC | 304 | $34K | 0.0% | +237.8% | 0.000% | |
8/1/2025 | Brookwood Investment Group LLC | 121,584 | $13.68M | 2.2% | -47.7% | 0.132% | |
8/1/2025 | Yukon Wealth Management Inc. | 3,117 | $351K | 0.1% | N/A | 0.003% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 21,115 | $2.38M | 0.1% | +2.9% | 0.023% | |
8/1/2025 | Envestnet Asset Management Inc. | 8,166,537 | $918.49M | 0.3% | +35.8% | 8.883% | |
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7/31/2025 | Strait & Sound Wealth Management LLC | 14,349 | $1.61M | 0.7% | +0.7% | 0.016% | |
7/31/2025 | Leavell Investment Management Inc. | 17,400 | $1.96M | 0.1% | +42.1% | 0.019% | |
7/31/2025 | TSA Wealth Managment LLC | 28,834 | $3.24M | 1.2% | -1.8% | 0.031% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 16,965 | $1.91M | 0.0% | -5.0% | 0.018% | |
7/31/2025 | MN Wealth Advisors LLC | 2,704 | $304K | 0.2% | N/A | 0.003% | |
7/31/2025 | Trademark Financial Management LLC | 3,187 | $358K | 0.2% | N/A | 0.003% | |
7/31/2025 | CAP Partners LLC | 6,905 | $777K | 0.5% | +6.6% | 0.008% | |
7/31/2025 | Avion Wealth | 1,500 | $168K | 0.0% | N/A | 0.002% | |
7/30/2025 | Roman Butler Fullerton & Co. | 8,442 | $971K | 0.3% | N/A | 0.009% | |
7/30/2025 | Insight Advisors LLC PA | 4,254 | $478K | 0.1% | -15.0% | 0.005% | |
7/30/2025 | Strategic Blueprint LLC | 7,821 | $880K | 0.0% | -3.7% | 0.009% | |
7/30/2025 | Freedom Investment Management Inc. | 18,175 | $2.04M | 0.2% | +0.9% | 0.020% | |
7/30/2025 | Caliber Wealth Management LLC KS | 1,855 | $209K | 0.0% | N/A | 0.002% | |
7/30/2025 | BlueChip Wealth Advisors LLC | 15,391 | $1.73M | 0.7% | +5.9% | 0.017% | |
7/30/2025 | Brookstone Capital Management | 12,043 | $1.36M | 0.0% | +144.3% | 0.013% | |
7/30/2025 | D.A. Davidson & CO. | 25,062 | $2.82M | 0.0% | +0.8% | 0.027% | |
7/30/2025 | Lionsbridge Wealth Management LLC | 25,136 | $2.83M | 2.8% | N/A | 0.027% | |
7/30/2025 | LGT Financial Advisors LLC | 2,027 | $228K | 0.6% | +18.0% | 0.002% | |
7/30/2025 | Darrow Company Inc. | 45,666 | $5.14M | 2.6% | +8.7% | 0.050% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 16,975 | $1.91M | 0.1% | -2.1% | 0.018% | |
7/30/2025 | Fiduciary Planning LLC | 37,923 | $4.27M | 1.4% | -2.3% | 0.041% | |
7/29/2025 | Stephens Inc. AR | 4,408 | $496K | 0.0% | +2.1% | 0.005% | |
7/29/2025 | Altus Wealth Group LLC | 131,514 | $14.79M | 6.5% | +3.4% | 0.143% | |
7/29/2025 | Balboa Wealth Partners | 18,350 | $2.06M | 0.4% | N/A | 0.020% | |
7/29/2025 | Chicago Partners Investment Group LLC | 46,313 | $5.30M | 0.2% | N/A | 0.050% | |
7/29/2025 | Goldstein Advisors LLC | 106,381 | $11.97M | 1.6% | -1.7% | 0.116% | |
7/29/2025 | International Assets Investment Management LLC | 10,488 | $1.18M | 0.1% | N/A | 0.011% | |
7/29/2025 | Manchester Financial Inc. | 72,492 | $8.15M | 1.7% | +95.7% | 0.079% | |
7/29/2025 | Tradewinds Capital Management LLC | 354 | $40K | 0.0% | +342.5% | 0.000% | |
7/29/2025 | Stratos Wealth Partners LTD. | 154,539 | $17.38M | 0.2% | +829.8% | 0.168% | |
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7/29/2025 | Primoris Wealth Advisors LLC | 2,615 | $294K | 0.2% | -95.3% | 0.003% | |
7/29/2025 | Private Trust Co. NA | 3,719 | $418K | 0.0% | -27.0% | 0.004% | |
7/29/2025 | Roof Eidam Maycock Peralta LLC | 5,875 | $661K | 0.2% | N/A | 0.006% | |
7/29/2025 | Latitude Advisors LLC | 2,554 | $287K | 0.1% | +5.0% | 0.003% | |
7/29/2025 | Horst & Graben Wealth Management LLC | 66,581 | $7.49M | 1.2% | +4.8% | 0.072% | |
7/28/2025 | WealthPLAN Partners LLC | 7,808 | $878K | 0.1% | +2.4% | 0.008% | |
7/28/2025 | Turtle Creek Wealth Advisors LLC | 6,370 | $716K | 0.1% | N/A | 0.007% | |
7/28/2025 | WJ Wealth Management LLC | 78,242 | $8.80M | 2.8% | -11.8% | 0.085% | |
7/28/2025 | Mutual Advisors LLC | 88,561 | $10.19M | 0.3% | +411.3% | 0.096% | |
7/28/2025 | Lunt Capital Management Inc. | 10,653 | $1.20M | 0.5% | N/A | 0.012% | |
7/28/2025 | Triton Wealth Management PLLC | 200,151 | $22.89M | 9.8% | N/A | 0.218% | |
7/28/2025 | Harbour Investments Inc. | 112,714 | $12.68M | 0.3% | +29.6% | 0.123% | |
7/28/2025 | Cypress Wealth Services LLC | 24,904 | $2.80M | 0.5% | +5.1% | 0.027% | |
7/28/2025 | Sagespring Wealth Partners LLC | 27,220 | $3.06M | 0.0% | N/A | 0.030% | |
7/28/2025 | RFG Advisory LLC | 17,024 | $1.92M | 0.0% | +407.7% | 0.019% | |
7/28/2025 | Perfromance Wealth Partners LLC | 215,419 | $24.23M | 0.8% | N/A | 0.234% | |
7/28/2025 | Axxcess Wealth Management LLC | 162,649 | $18.29M | 0.4% | +171.2% | 0.177% | |
7/25/2025 | Northwest Capital Management Inc | 6,495 | $730K | 0.4% | -56.3% | 0.007% | |
7/25/2025 | NorthRock Partners LLC | 226 | $25K | 0.0% | -71.4% | 0.000% | |
7/25/2025 | Atria Wealth Solutions Inc. | 79,320 | $8.92M | 0.2% | -17.5% | 0.086% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 154,183 | $17.34M | 0.1% | -0.8% | 0.168% | |
7/25/2025 | Endowment Wealth Management Inc. | 26,370 | $2.97M | 1.5% | +6.0% | 0.029% | |
7/25/2025 | MGO One Seven LLC | 12,016 | $1.35M | 0.0% | +31.6% | 0.013% | |
7/25/2025 | RHS Financial LLC | 3,174 | $357K | 0.2% | N/A | 0.003% | |
7/25/2025 | Prostatis Group LLC | 23,770 | $2.67M | 0.8% | -6.9% | 0.026% | |
7/25/2025 | Orca Investment Management LLC | 18,736 | $2.11M | 1.9% | -10.2% | 0.020% | |
7/25/2025 | CWM LLC | 2,458,025 | $276.45M | 1.0% | +87.2% | 2.674% | |
7/25/2025 | Concurrent Investment Advisors LLC | 135,238 | $15.21M | 0.3% | +6.2% | 0.147% | |
7/25/2025 | Apollon Wealth Management LLC | 10,964 | $1.23M | 0.0% | N/A | 0.012% | |
7/25/2025 | Richardson Financial Services Inc. | 1,373 | $152K | 0.1% | +42.6% | 0.001% | |
7/24/2025 | Fischer Investment Strategies LLC | 99,987 | $11.25M | 7.5% | +447.0% | 0.109% | |
7/24/2025 | M1 Capital Management LLC | 22,567 | $2.54M | 1.3% | +0.6% | 0.025% | |
7/24/2025 | WMG Financial Advisors LLC | 4,396 | $494K | 0.2% | N/A | 0.005% | |
7/24/2025 | McKinley Carter Wealth Services Inc. | 1,867 | $210K | 0.0% | N/A | 0.002% | |
7/24/2025 | IFP Advisors Inc | 5,472 | $615K | 0.0% | +1,040.0% | 0.006% | |
7/24/2025 | Mainstay Capital Management LLC ADV | 2,628,653 | $295.65M | 14.6% | +111.9% | 2.859% | |
7/24/2025 | MSH Capital Advisors LLC | 3,320 | $373K | 0.1% | +3.8% | 0.004% | |
7/24/2025 | US Bancorp DE | 26,298 | $2.96M | 0.0% | +6.3% | 0.029% | |
7/23/2025 | Tectonic Advisors LLC | 2,464 | $277K | 0.0% | -5.2% | 0.003% | |
7/23/2025 | Clear Creek Financial Management LLC | 80,248 | $9.03M | 0.9% | +6.4% | 0.087% | |
7/23/2025 | Detalus Advisors LLC | 41,202 | $4.63M | 1.3% | -3.3% | 0.045% | |
7/23/2025 | Watershed Private Wealth LLC | 31,278 | $3.52M | 1.3% | -3.8% | 0.034% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 27,545 | $3.10M | 0.2% | +91.4% | 0.030% | |
7/23/2025 | SteelPeak Wealth LLC | 11,706 | $1.32M | 0.1% | +234.4% | 0.013% | |
7/22/2025 | Belpointe Asset Management LLC | 12,908 | $1.45M | 0.1% | -9.5% | 0.014% | |
7/22/2025 | MAS Advisors LLC | 25,994 | $2.92M | 4.8% | -14.9% | 0.028% | |
7/22/2025 | Duncan Williams Asset Management LLC | 12,371 | $1.39M | 0.2% | N/A | 0.013% | |
7/22/2025 | CPR Investments Inc. | 5,133 | $577K | 0.4% | N/A | 0.006% | |
7/22/2025 | Merit Financial Group LLC | 32,290 | $3.63M | 0.0% | +9.5% | 0.035% | |
7/22/2025 | Fortitude Advisory Group L.L.C. | 1,845 | $208K | 0.1% | N/A | 0.002% | |
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7/22/2025 | Beacon Financial Advisory LLC | 5,170 | $582K | 0.2% | +13.7% | 0.006% | |
7/22/2025 | Kickstand Ventures LLC. | 12,371 | $1.39M | 0.3% | +14.0% | 0.013% | |
7/22/2025 | Simplicity Wealth LLC | 2,247 | $253K | 0.0% | N/A | 0.002% | |
7/22/2025 | Sutton Place Investors LLC | 6,015 | $677K | 0.4% | +1.8% | 0.007% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 31,304 | $3.52M | 0.1% | N/A | 0.034% | |
7/22/2025 | Firethorn Wealth Partners LLC | 9,556 | $1.08M | 0.5% | +1.2% | 0.010% | |
7/22/2025 | USAdvisors Wealth Management LLC | 17,086 | $1.92M | 0.7% | -92.5% | 0.019% | |
7/21/2025 | AIFG Consultants Ltd. | 32,485 | $3.65M | 7.1% | -3.7% | 0.035% | |
7/21/2025 | Ameriflex Group Inc. | 14,593 | $1.62M | 0.9% | +8.8% | 0.016% | |
7/21/2025 | Cardinal Strategic Wealth Guidance | 40,893 | $4.60M | 1.3% | -6.6% | 0.044% | |