8/1/2025 | GWN Securities Inc. | 1,788 | $394K | 0.1% | -41.1% | 0.005% | |
8/1/2025 | Alexander Labrunerie & CO. Inc. | 1,143 | $250K | 0.1% | -13.3% | 0.003% | |
8/1/2025 | Penobscot Wealth Management | 2,599 | $569K | 0.2% | +153.6% | 0.007% | |
8/1/2025 | Brookwood Investment Group LLC | 2,701 | $591K | 0.1% | -13.6% | 0.008% | |
8/1/2025 | Envestnet Asset Management Inc. | 366,583 | $80.28M | 0.0% | -20.7% | 1.058% | |
7/31/2025 | Wealthfront Advisers LLC | 6,896 | $1.51M | 0.0% | -15.8% | 0.020% | |
7/31/2025 | Conservest Capital Advisors Inc. | 12,238 | $2.68M | 0.3% | +7.0% | 0.035% | |
7/31/2025 | Ingalls & Snyder LLC | 2,233 | $489K | 0.0% | +9.0% | 0.006% | |
7/31/2025 | Brighton Jones LLC | 1,281 | $281K | 0.0% | +28.0% | 0.004% | |
7/31/2025 | Leavell Investment Management Inc. | 3,266 | $715K | 0.0% | -6.9% | 0.009% | |
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7/31/2025 | CVA Family Office LLC | 5,690 | $1.25M | 0.2% | -0.9% | 0.016% | |
7/31/2025 | NORTHSTAR ASSET MANAGEMENT Co | 2,185 | $479K | 0.1% | -7.4% | 0.006% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 1,121 | $245K | 0.1% | +25.7% | 0.003% | |
7/31/2025 | Moloney Securities Asset Management LLC | 7,282 | $1.60M | 0.2% | +8.0% | 0.021% | |
7/31/2025 | Sharper & Granite LLC | 26,410 | $5.86M | 2.2% | -7.3% | 0.076% | |
7/31/2025 | WFA Asset Management Corp | 291 | $59K | 0.0% | -17.1% | 0.001% | |
7/30/2025 | Axiom Financial Strategies LLC | 7,341 | $1.61M | 0.9% | -2.1% | 0.021% | |
7/30/2025 | BCM Advisors LLC | 2,546 | $559K | 0.1% | -68.3% | 0.007% | |
7/30/2025 | Brookstone Capital Management | 9,489 | $2.08M | 0.0% | -55.3% | 0.027% | |
7/30/2025 | Retirement Planning Group LLC | 11,594 | $2.54M | 0.1% | +4.6% | 0.033% | |
7/30/2025 | D.A. Davidson & CO. | 12,710 | $2.78M | 0.0% | +3.8% | 0.037% | |
7/30/2025 | St. Johns Investment Management Company LLC | 150 | $33K | 0.0% | N/A | 0.000% | |
7/30/2025 | Liberty One Investment Management LLC | 7,333 | $1.61M | 0.2% | -0.6% | 0.021% | |
7/30/2025 | Phoenix Financial Ltd. | 9,524 | $2.09M | 0.0% | +35.6% | 0.027% | |
7/30/2025 | Financial Perspectives Inc | 12,895 | $2.82M | 0.9% | +10.9% | 0.037% | |
7/30/2025 | Crewe Advisors LLC | 150 | $33K | 0.0% | N/A | 0.000% | |
7/29/2025 | Elevation Capital Advisory LLC | 2,746 | $601K | 0.2% | -17.4% | 0.008% | |
7/29/2025 | International Assets Investment Management LLC | 2,074 | $454K | 0.0% | -24.1% | 0.006% | |
7/29/2025 | Koshinski Asset Management Inc. | 2,862 | $627K | 0.0% | -1.9% | 0.008% | |
7/29/2025 | Chevy Chase Trust Holdings LLC | 32,257 | $7.06M | 0.0% | -19.4% | 0.093% | |
7/29/2025 | Stratos Wealth Partners LTD. | 38,499 | $8.43M | 0.1% | -1.1% | 0.111% | |
7/29/2025 | Portland Financial Advisors Inc | 1,235 | $270K | 0.6% | +16.5% | 0.004% | |
7/29/2025 | Harbor Asset Planning Inc. | 1,800 | $394K | 0.4% | N/A | 0.005% | |
7/28/2025 | Nvest Financial LLC | 11,071 | $2.43M | 1.3% | -3.2% | 0.032% | |
7/28/2025 | Keeler & Nadler Financial Planning & Wealth Management | 19,591 | $4.29M | 1.7% | +0.2% | 0.057% | |
7/28/2025 | Mutual Advisors LLC | 6,787 | $1.49M | 0.0% | +17.6% | 0.020% | |
7/28/2025 | Ritholtz Wealth Management | 1,892 | $414K | 0.0% | +55.2% | 0.005% | |
7/28/2025 | Harbour Investments Inc. | 8,224 | $1.80M | 0.0% | +2.6% | 0.024% | |
7/28/2025 | Cypress Wealth Services LLC | 12,093 | $2.65M | 0.5% | -1.6% | 0.035% | |
7/28/2025 | Morningstar Investment Management LLC | 200,109 | $43.82M | 3.8% | -36.7% | 0.577% | |
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7/28/2025 | Axxcess Wealth Management LLC | 4,115 | $901K | 0.0% | -9.8% | 0.012% | |
7/25/2025 | Northwest Capital Management Inc | 12,240 | $2.68M | 1.5% | -29.5% | 0.035% | |
7/25/2025 | NorthRock Partners LLC | 383 | $84K | 0.0% | +57.0% | 0.001% | |
7/25/2025 | Atria Wealth Solutions Inc. | 70,624 | $15.51M | 0.4% | -3.5% | 0.204% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 25,682 | $5.62M | 0.0% | -29.4% | 0.074% | |
7/25/2025 | Lion Street Advisors LLC | 1,429 | $313K | 0.1% | -30.8% | 0.004% | |
7/25/2025 | MGO One Seven LLC | 6,361 | $1.39M | 0.0% | +502.9% | 0.018% | |
7/25/2025 | Meritage Portfolio Management | 2,623 | $574K | 0.0% | +12.3% | 0.008% | |
7/25/2025 | CWM LLC | 15,053 | $3.30M | 0.0% | -18.3% | 0.043% | |
7/25/2025 | Concurrent Investment Advisors LLC | 4,662 | $1.02M | 0.0% | -2.4% | 0.013% | |
7/25/2025 | Apollon Financial LLC | 11,081 | $2.43M | 0.5% | +0.5% | 0.032% | |
7/25/2025 | Apollon Wealth Management LLC | 65,162 | $14.27M | 0.3% | +5.4% | 0.188% | |
7/24/2025 | Strengthening Families & Communities LLC | 24,449 | $5.35M | 3.0% | -2.4% | 0.071% | |
7/24/2025 | Blue Trust Inc. | 301 | $66K | 0.0% | N/A | 0.001% | |
7/24/2025 | IFP Advisors Inc | 1,493 | $327K | 0.0% | -6.6% | 0.004% | |
7/24/2025 | Blair William & Co. IL | 13,715 | $3.00M | 0.0% | +0.4% | 0.040% | |
7/24/2025 | Advanced Asset Management Advisors Inc | 1,273 | $279K | 0.1% | -11.3% | 0.004% | |
7/24/2025 | US Bancorp DE | 17,383 | $3.81M | 0.0% | +3.7% | 0.050% | |
7/23/2025 | Fulton Breakefield Broenniman LLC | 1,027 | $225K | 0.0% | -14.7% | 0.003% | |
7/23/2025 | Optas LLC | 2,078 | $455K | 0.1% | -46.3% | 0.006% | |
7/23/2025 | Ignite Planners LLC | 2,208 | $483K | 0.1% | +7.5% | 0.006% | |
7/23/2025 | Valmark Advisers Inc. | 3,517 | $770K | 0.0% | -3.1% | 0.010% | |
7/23/2025 | Madden Advisory Services Inc. | 27,227 | $5.96M | 2.5% | +0.9% | 0.078% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 9,740 | $2.13M | 0.2% | -13.0% | 0.028% | |
7/23/2025 | Wise Wealth Partners | 6,912 | $1.51M | 2.5% | N/A | 0.020% | |
7/23/2025 | Foresight Capital Management Advisors Inc. | 2,112 | $463K | 0.3% | N/A | 0.006% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 4,207 | $921K | 0.0% | -29.4% | 0.012% | |
7/22/2025 | Belpointe Asset Management LLC | 9,868 | $2.16M | 0.1% | +14.3% | 0.028% | |
7/22/2025 | Berkshire Money Management Inc. | 6,044 | $1.32M | 0.1% | N/A | 0.017% | |
7/22/2025 | Valeo Financial Advisors LLC | 1,257 | $275K | 0.0% | -24.9% | 0.004% | |
7/22/2025 | Joule Financial LLC | 15,401 | $3.37M | 1.1% | +4.6% | 0.044% | |
7/22/2025 | DAVENPORT & Co LLC | 1,715 | $376K | 0.0% | +37.8% | 0.005% | |
7/22/2025 | Woodmont Investment Counsel LLC | 2,657 | $582K | 0.0% | -2.7% | 0.008% | |
7/22/2025 | Grimes & Company Inc. | 12,190 | $2.67M | 0.1% | N/A | 0.035% | |
7/22/2025 | Olistico Wealth LLC | 2,134 | $467K | 0.3% | -9.0% | 0.006% | |
7/22/2025 | Compass Financial Group INC SD | 458,668 | $100.45M | 16.5% | 0.0% | 1.322% | |
7/22/2025 | Accel Wealth Management | 9,369 | $2.05M | 0.7% | +0.5% | 0.027% | |
7/21/2025 | Fortis Capital Advisors LLC | 1,100 | $241K | 0.0% | +5.6% | 0.003% | |
7/21/2025 | Curran Financial Partners LLC | 12,374 | $2.71M | 0.6% | +8.3% | 0.036% | |
7/21/2025 | Ameritas Advisory Services LLC | 8,642 | $1.89M | 0.1% | -12.5% | 0.025% | |
7/21/2025 | DHJJ Financial Advisors Ltd. | 6,411 | $1.40M | 0.5% | -2.8% | 0.018% | |
7/21/2025 | Exchange Capital Management Inc. | 20,170 | $4.42M | 0.7% | +8.5% | 0.058% | |
7/21/2025 | Trinity Legacy Partners LLC | 10,165 | $2.21M | 0.5% | -0.5% | 0.029% | |
7/18/2025 | Northstar Group Inc. | 5,248 | $1.15M | 0.2% | -1.8% | 0.015% | |
7/18/2025 | Woodward Diversified Capital LLC | 5,420 | $1.19M | 0.6% | +103.3% | 0.016% | |
7/18/2025 | PFG Investments LLC | 916 | $201K | 0.0% | N/A | 0.003% | |
7/18/2025 | Consolidated Portfolio Review Corp | 43,571 | $9.54M | 1.3% | +1.1% | 0.126% | |
7/18/2025 | Institute for Wealth Management LLC. | 2,525 | $553K | 0.1% | -9.6% | 0.007% | |
7/18/2025 | Truist Financial Corp | 77,757 | $17.03M | 0.0% | -9.5% | 0.224% | |
7/17/2025 | Bluesphere Advisors LLC | 1,755 | $384K | 0.2% | +25.0% | 0.005% | |
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7/17/2025 | LexAurum Advisors LLC | 3,016 | $661K | 0.1% | -6.0% | 0.009% | |
7/17/2025 | Janney Montgomery Scott LLC | 45,874 | $10.05M | 0.0% | -18.7% | 0.132% | |
7/17/2025 | Avondale Wealth Management | 2,030 | $445K | 0.2% | -36.2% | 0.006% | |
7/17/2025 | Global Trust Asset Management LLC | 3,352 | $734K | 0.4% | +37.5% | 0.010% | |
7/17/2025 | Beacon Capital Management LLC | 1,569 | $344K | 0.0% | -19.9% | 0.005% | |
7/17/2025 | RBA Wealth Management LLC | 2,225 | $487K | 0.2% | -2.7% | 0.006% | |
7/17/2025 | TBH Global Asset Management LLC | 14,005 | $3.13M | 0.3% | -36.4% | 0.040% | |
7/17/2025 | Tiller Private Wealth Inc. | 1,080 | $237K | 0.1% | +11.3% | 0.003% | |
7/17/2025 | Consolidated Capital Management LLC | 56,631 | $12.40M | 4.5% | -0.9% | 0.163% | |
7/17/2025 | KG&L Capital Management LLC | 2,438 | $534K | 0.2% | -3.1% | 0.007% | |