8/1/2025 | Austin Private Wealth LLC | 21,108 | $607K | 0.0% | +144.7% | 0.007% | |
8/1/2025 | Boyd Watterson Asset Management LLC OH | 30,826 | $887K | 0.3% | +15.7% | 0.010% | |
8/1/2025 | Clark Asset Management LLC | 20,965 | $603K | 0.1% | +4.0% | 0.007% | |
8/1/2025 | Equita Financial Network Inc. | 346,072 | $9.96M | 4.0% | -1.6% | 0.112% | |
8/1/2025 | Facet Wealth Inc. | 7,535 | $215K | 0.0% | N/A | 0.002% | |
8/1/2025 | Envestnet Asset Management Inc. | 5,259,954 | $151.33M | 0.0% | +49.8% | 1.703% | |
7/31/2025 | Ballast Advisors LLC | 1,694 | $49K | 0.0% | N/A | 0.001% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 18,752 | $540K | 0.0% | -26.6% | 0.006% | |
7/31/2025 | Hobart Private Capital LLC | 171,561 | $4.94M | 1.1% | +139.7% | 0.056% | |
7/31/2025 | AlphaQuest LLC | 203,962 | $5.87M | 0.6% | N/A | 0.066% | |
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7/31/2025 | 3EDGE Asset Management LP | 544,043 | $15.62M | 1.0% | -9.6% | 0.176% | |
7/31/2025 | GLOBALT Investments LLC GA | 5,687,092 | $163.62M | 6.3% | +75.2% | 1.842% | |
7/31/2025 | Carnegie Investment Counsel | 1,600,520 | $46.05M | 0.9% | +19.7% | 0.518% | |
7/30/2025 | Black Diamond Financial LLC | 1,099,975 | $31.65M | 4.9% | -10.8% | 0.356% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 391,127 | $11.25M | 1.5% | +108.2% | 0.127% | |
7/30/2025 | Brookstone Capital Management | 13,272 | $382K | 0.0% | -4.0% | 0.004% | |
7/30/2025 | Retirement Planning Group LLC | 249,265 | $7.17M | 0.3% | -18.0% | 0.081% | |
7/30/2025 | Evermay Wealth Management LLC | 3,944,118 | $113.47M | 14.0% | +3.1% | 1.283% | |
7/29/2025 | Salomon & Ludwin LLC | 420,359 | $12.02M | 1.2% | +8.2% | 0.137% | |
7/29/2025 | Stratos Wealth Partners LTD. | 361,406 | $10.40M | 0.1% | +875.3% | 0.118% | |
7/29/2025 | Stratos Wealth Advisors LLC | 875,726 | $25.20M | 1.3% | +4.9% | 0.285% | |
7/29/2025 | Private Trust Co. NA | 125,664 | $3.62M | 0.3% | +38.0% | 0.041% | |
7/29/2025 | Empirical Asset Management LLC | 9,729 | $280K | 0.1% | +3.7% | 0.003% | |
7/29/2025 | Latitude Advisors LLC | 17,093 | $492K | 0.2% | -28.7% | 0.006% | |
7/29/2025 | Flagstone Financial Management | 760,390 | $21.88M | 6.3% | +7.0% | 0.247% | |
7/28/2025 | WealthPlan Investment Management LLC | 14,976 | $431K | 0.0% | N/A | 0.005% | |
7/28/2025 | Ritholtz Wealth Management | 9,980 | $287K | 0.0% | -82.2% | 0.003% | |
7/28/2025 | Harbour Investments Inc. | 12,568 | $362K | 0.0% | +4,325.4% | 0.004% | |
7/25/2025 | NorthRock Partners LLC | 9,857 | $284K | 0.0% | -25.2% | 0.003% | |
7/25/2025 | Atria Wealth Solutions Inc. | 64,159 | $1.84M | 0.0% | -5.0% | 0.021% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 58,156 | $1.67M | 0.0% | -4.6% | 0.019% | |
7/25/2025 | Astoria Portfolio Advisors LLC. | 419,723 | $11.96M | 3.4% | -33.0% | 0.137% | |
7/25/2025 | Concord Asset Management LLC VA | 959,465 | $27.60M | 4.2% | +5.7% | 0.312% | |
7/25/2025 | Integrated Capital Management Inc. | 135,433 | $3.90M | 3.0% | -1.2% | 0.044% | |
7/25/2025 | MGO One Seven LLC | 52,463 | $1.51M | 0.0% | +9.0% | 0.017% | |
7/25/2025 | Pathway Financial Advisors LLC | 33,991 | $978K | 0.1% | -10.4% | 0.011% | |
7/25/2025 | Libra Wealth LLC | 105,345 | $3.03M | 1.0% | -2.8% | 0.034% | |
7/25/2025 | GW Henssler & Associates Ltd. | 7,500 | $216K | 0.0% | -5.4% | 0.002% | |
7/25/2025 | CWM LLC | 4,557,214 | $131.11M | 0.5% | +46.3% | 1.484% | |
7/25/2025 | Hobbs Group Advisors LLC | 533,141 | $15.34M | 5.2% | -10.0% | 0.174% | |
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7/25/2025 | Richardson Financial Services Inc. | 10,723 | $307K | 0.2% | -22.9% | 0.003% | |
7/24/2025 | Brucke Financial Inc. | 10,183 | $293K | 0.2% | +7.9% | 0.003% | |
7/24/2025 | Blue Trust Inc. | 33,657 | $968K | 0.0% | +2,211.6% | 0.011% | |
7/24/2025 | Costello Asset Management INC | 57,678 | $1.66M | 0.6% | +0.9% | 0.019% | |
7/24/2025 | Coordinated Financial Services Inc. | 15,397 | $443K | 0.3% | N/A | 0.005% | |
7/24/2025 | Beacon Bridge Wealth Partners LLC | 44,128 | $1.27M | 0.5% | -14.2% | 0.014% | |
7/24/2025 | IFP Advisors Inc | 65,166 | $1.88M | 0.1% | -13.5% | 0.021% | |
7/24/2025 | Blair William & Co. IL | 2,822 | $81K | 0.0% | -20.4% | 0.001% | |
7/23/2025 | Vontobel Holding Ltd. | 27,477 | $791K | 0.0% | -6.4% | 0.009% | |
7/23/2025 | Venturi Wealth Management LLC | 7,431 | $214K | 0.0% | N/A | 0.002% | |
7/23/2025 | TPG Financial Advisors LLC | 353,875 | $10.18M | 4.1% | -12.2% | 0.116% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 10,558 | $304K | 0.0% | -89.2% | 0.003% | |
7/22/2025 | Belpointe Asset Management LLC | 20,959 | $603K | 0.0% | +27.1% | 0.007% | |
7/22/2025 | DAVENPORT & Co LLC | 142,952 | $4.11M | 0.0% | +15.4% | 0.047% | |
7/22/2025 | Woodmont Investment Counsel LLC | 630,079 | $18.13M | 1.2% | +7.0% | 0.207% | |
7/22/2025 | Merit Financial Group LLC | 5,089,319 | $146.42M | 1.6% | +13.1% | 1.673% | |
7/22/2025 | Simplicity Wealth LLC | 101,364 | $2.92M | 0.1% | +196.7% | 0.033% | |
7/22/2025 | Private Wealth Group LLC | 42,156 | $1.21M | 0.6% | +2.1% | 0.014% | |
7/22/2025 | Realta Investment Advisors | 16,045 | $462K | 0.2% | +13.1% | 0.005% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 19,046 | $548K | 0.0% | -1.9% | 0.006% | |
7/22/2025 | Hill Island Financial LLC | 45,604 | $1.31M | 0.4% | -11.7% | 0.015% | |
7/21/2025 | Ascent Group LLC | 31,436 | $904K | 0.0% | -3.0% | 0.010% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 320,000 | $9.21M | 0.0% | +12.7% | 0.105% | |
7/18/2025 | RKL Wealth Management LLC | 37,769 | $1.09M | 0.1% | -15.9% | 0.012% | |
7/18/2025 | Trilogy Capital Inc. | 148,596 | $4.28M | 0.2% | -47.0% | 0.049% | |
7/18/2025 | PFG Investments LLC | 8,021 | $231K | 0.0% | N/A | 0.003% | |
7/18/2025 | Bridge Generations Wealth Management LLC | 344,205 | $9.90M | 6.0% | +3.4% | 0.113% | |
7/18/2025 | Truist Financial Corp | 932,751 | $26.84M | 0.0% | +19.2% | 0.307% | |
7/18/2025 | Donald L. Hagan LLC | 30,658 | $882K | 0.4% | +11.5% | 0.010% | |
7/17/2025 | XML Financial LLC | 241,504 | $6.95M | 0.6% | +4.7% | 0.079% | |
7/17/2025 | Capital Investment Advisors LLC | 10,905 | $314K | 0.0% | -3.9% | 0.004% | |
7/17/2025 | Stephens Group Asset Management LLC | 2,948,570 | $84.83M | 6.1% | -13.9% | 0.967% | |
7/17/2025 | Janney Montgomery Scott LLC | 124,334 | $3.58M | 0.0% | +17.8% | 0.041% | |
7/17/2025 | XY Planning Network Inc. | 24,559 | $707K | 0.2% | N/A | 0.008% | |
7/17/2025 | CogentBlue Wealth Advisors LLC | 16,471 | $474K | 0.4% | -29.8% | 0.005% | |
7/16/2025 | Diversified Enterprises LLC | 8,160 | $235K | 0.0% | -8.8% | 0.003% | |
7/16/2025 | Signaturefd LLC | 978 | $28K | 0.0% | -92.3% | 0.000% | |
7/16/2025 | GenWealth Group Inc. | 48,767 | $1.40M | 0.3% | -3.7% | 0.016% | |
7/16/2025 | ST Germain D J Co. Inc. | 92,000 | $2.65M | 0.1% | -0.7% | 0.030% | |
7/16/2025 | Patron Partners LLC | 24,741 | $712K | 0.4% | N/A | 0.008% | |
7/16/2025 | Perigon Wealth Management LLC | 8,499 | $245K | 0.0% | N/A | 0.003% | |
7/16/2025 | Maridea Wealth Management LLC | 7,871 | $226K | 0.1% | N/A | 0.003% | |
7/15/2025 | Signet Financial Management LLC | 221,055 | $6.36M | 0.8% | +43.0% | 0.072% | |
7/15/2025 | Mather Group LLC. | 10,349,392 | $297.75M | 3.2% | +2.4% | 3.393% | |
7/15/2025 | Cranbrook Wealth Management LLC | 55,741 | $1.60M | 0.3% | -2.1% | 0.018% | |
7/15/2025 | Boyd Wealth Management LLC | 14,221 | $409K | 0.2% | N/A | 0.005% | |
7/14/2025 | Opal Wealth Advisors LLC | 23,867 | $687K | 0.2% | -23.8% | 0.008% | |
7/14/2025 | Capital CS Group LLC | 8,130 | $234K | 0.4% | -7.4% | 0.003% | |
7/14/2025 | Sentinel Pension Advisors LLC | 1,151,015 | $33.12M | 5.6% | +3.2% | 0.377% | |
7/14/2025 | Narus Financial Partners LLC | 87,378 | $2.51M | 0.8% | +4.4% | 0.029% | |
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7/14/2025 | Park Avenue Securities LLC | 352,058 | $10.13M | 0.1% | -5.6% | 0.115% | |
7/11/2025 | Farther Finance Advisors LLC | 62,997 | $1.81M | 0.0% | +3.5% | 0.021% | |
7/10/2025 | Voisard Asset Management Group Inc. | 1,275,563 | $36.70M | 9.5% | +8.3% | 0.416% | |
7/10/2025 | Global Financial Private Client LLC | 13,436 | $387K | 0.1% | N/A | 0.004% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 524,878 | $14.97M | 0.0% | -4.6% | 0.171% | |
7/10/2025 | Sharkey Howes & Javer | 87,635 | $2.52M | 0.3% | N/A | 0.029% | |
7/9/2025 | Hardin Capital Partners LLC | 46,820 | $1.34M | 0.8% | +9.4% | 0.015% | |
7/9/2025 | Christopher J. Hasenberg Inc | 43,399 | $1.25M | 0.5% | N/A | 0.014% | |
7/8/2025 | Melone Private Wealth LLC | 517,475 | $14.85M | 7.6% | +1.0% | 0.169% | |
7/8/2025 | Ehrlich Financial Group | 53,019 | $1.53M | 1.0% | N/A | 0.017% | |