8/6/2025 | AE Wealth Management LLC | 265,723 | $12.27M | 0.1% | +126.0% | 1.769% | |
8/5/2025 | Fullcircle Wealth LLC | 23,801 | $1.10M | 0.4% | +92.2% | 0.158% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 18,482 | $853K | 0.1% | +105.3% | 0.123% | |
8/4/2025 | Tradewinds LLC. | 24,472 | $1.13M | 0.9% | N/A | 0.163% | |
8/4/2025 | FWG Investments LLC. | 4,444 | $205K | 0.2% | N/A | 0.030% | |
8/4/2025 | Spire Wealth Management | 1,895 | $87K | 0.0% | +99.9% | 0.013% | |
8/4/2025 | Mayflower Financial Advisors LLC | 109,684 | $5.06M | 0.7% | +100.3% | 0.730% | |
8/1/2025 | Austin Private Wealth LLC | 577,059 | $26.64M | 2.1% | +109.5% | 3.842% | |
8/1/2025 | Transcend Capital Advisors LLC | 10,993 | $507K | 0.0% | +41.1% | 0.073% | |
8/1/2025 | Brookwood Investment Group LLC | 14,779 | $682K | 0.1% | +31.5% | 0.098% | |
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8/1/2025 | Ashton Thomas Private Wealth LLC | 66,554 | $3.07M | 0.1% | +180.6% | 0.443% | |
8/1/2025 | Envestnet Asset Management Inc. | 733,740 | $33.87M | 0.0% | +48.3% | 4.885% | |
7/31/2025 | TSA Wealth Managment LLC | 144,503 | $6.67M | 2.4% | +3.2% | 0.962% | |
7/31/2025 | MN Wealth Advisors LLC | 6,115 | $282K | 0.2% | N/A | 0.041% | |
7/30/2025 | Strategic Blueprint LLC | 27,592 | $1.27M | 0.1% | +100.5% | 0.184% | |
7/30/2025 | Caliber Wealth Management LLC KS | 7,835 | $362K | 0.0% | N/A | 0.052% | |
7/30/2025 | Syntegra Private Wealth Group LLC | 20,934 | $966K | 0.1% | N/A | 0.139% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 32,771 | $1.51M | 0.1% | +113.4% | 0.218% | |
7/30/2025 | WESPAC Advisors SoCal LLC | 180,202 | $8.32M | 1.9% | +199.6% | 1.200% | |
7/29/2025 | Mattson Financial Services LLC | 49,706 | $2.29M | 0.6% | +6.5% | 0.331% | |
7/29/2025 | Empirical Asset Management LLC | 12,998 | $600K | 0.2% | N/A | 0.087% | |
7/29/2025 | Horst & Graben Wealth Management LLC | 385,027 | $17.77M | 2.9% | +96.9% | 2.563% | |
7/29/2025 | Clearview Wealth Advisors LLC | 40,944 | $1.89M | 1.3% | +107.0% | 0.273% | |
7/28/2025 | WealthPLAN Partners LLC | 49,455 | $2.28M | 0.4% | +114.3% | 0.329% | |
7/28/2025 | WealthPlan Investment Management LLC | 44,893 | $2.07M | 0.2% | N/A | 0.299% | |
7/28/2025 | Mutual Advisors LLC | 18,535 | $844K | 0.0% | N/A | 0.123% | |
7/28/2025 | Harbour Investments Inc. | 32,624 | $1.51M | 0.0% | +111.3% | 0.217% | |
7/28/2025 | Cypress Wealth Services LLC | 38,462 | $1.78M | 0.3% | +23.9% | 0.256% | |
7/25/2025 | Northwest Capital Management Inc | 31,637 | $1.46M | 0.8% | -15.8% | 0.211% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 4,953 | $229K | 0.0% | -34.2% | 0.033% | |
7/25/2025 | MGO One Seven LLC | 15,867 | $732K | 0.0% | +43.7% | 0.106% | |
7/25/2025 | CWM LLC | 43,546 | $2.01M | 0.0% | +14.7% | 0.290% | |
7/24/2025 | M1 Capital Management LLC | 57,786 | $2.67M | 1.3% | +123.8% | 0.385% | |
7/24/2025 | MSH Capital Advisors LLC | 16,080 | $742K | 0.2% | N/A | 0.107% | |
7/23/2025 | Clear Creek Financial Management LLC | 10,017 | $462K | 0.0% | -34.3% | 0.067% | |
7/23/2025 | WESPAC Advisors LLC | 4,636 | $214K | 0.1% | N/A | 0.031% | |
7/23/2025 | Heck Capital Advisors LLC | 178,049 | $8.22M | 0.7% | +5.2% | 1.185% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 1,373,413 | $63.40M | 0.8% | -60.3% | 9.144% | |
7/22/2025 | Duncan Williams Asset Management LLC | 15,936 | $736K | 0.1% | N/A | 0.106% | |
7/22/2025 | Beacon Financial Advisory LLC | 19,956 | $921K | 0.2% | +137.2% | 0.133% | |
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7/22/2025 | Kickstand Ventures LLC. | 15,936 | $736K | 0.2% | -3.9% | 0.106% | |
7/22/2025 | Sutton Place Investors LLC | 26,173 | $1.21M | 0.7% | +93.1% | 0.174% | |
7/22/2025 | Firethorn Wealth Partners LLC | 23,236 | $1.07M | 0.5% | +105.3% | 0.155% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 34,727 | $1.60M | 0.2% | +78.7% | 0.231% | |
7/21/2025 | Catalina Capital Group LLC | 16,664 | $769K | 0.5% | +122.7% | 0.111% | |
7/18/2025 | Tanager Wealth Management LLP | 48,290 | $2.23M | 0.3% | -50.8% | 0.324% | |
7/18/2025 | B.O.S.S. Retirement Advisors LLC | 4,891 | $226K | 0.1% | N/A | 0.033% | |
7/17/2025 | One Wealth Advisors LLC | 306,163 | $14.13M | 2.0% | +101.7% | 2.060% | |
7/17/2025 | LexAurum Advisors LLC | 9,418 | $435K | 0.1% | +28.7% | 0.063% | |
7/17/2025 | Tempus Wealth Planning LLC | 30,251 | $1.40M | 0.3% | +140.7% | 0.204% | |
7/17/2025 | Western Financial Corp CA | 10,335 | $477K | 0.3% | +67.1% | 0.070% | |
7/15/2025 | Spectrum Planning & Advisory Services Inc. | 13,156 | $607K | 0.4% | -25.9% | 0.089% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 4,394 | $203K | 0.0% | N/A | 0.030% | |
7/14/2025 | Sowell Financial Services LLC | 9,798 | $452K | 0.0% | N/A | 0.066% | |
7/11/2025 | Farther Finance Advisors LLC | 2,275 | $105K | 0.0% | +34.9% | 0.015% | |
7/11/2025 | My Legacy Advisors LLC | 60,744 | $2.77M | 1.0% | +121.5% | 0.409% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 18,512 | $844K | 0.0% | +4.1% | 0.125% | |
7/10/2025 | Signal Advisors Wealth LLC | 15,983 | $738K | 0.1% | N/A | 0.108% | |
7/10/2025 | Focus Financial Network Inc. | 111,758 | $5.16M | 0.2% | +114.3% | 0.752% | |
7/10/2025 | Sovran Advisors LLC | 10,891 | $493K | 0.1% | +106.8% | 0.073% | |
7/9/2025 | Lifelong Wealth Advisors Inc. | 49,264 | $2.27M | 0.8% | +134.2% | 0.332% | |
7/9/2025 | Beacon Financial Group | 4,991 | $230K | 0.0% | N/A | 0.034% | |
7/8/2025 | Range Financial Group LLC | 26,794 | $1.24M | 0.5% | +60.6% | 0.180% | |
7/8/2025 | Ehrlich Financial Group | 77,348 | $3.57M | 2.3% | +213.8% | 0.521% | |
7/8/2025 | Richard P Slaughter Associates Inc | 96,970 | $4.48M | 0.9% | N/A | 0.653% | |
7/8/2025 | Paladin Wealth LLC | 15,292 | $706K | 0.5% | +15.4% | 0.103% | |
7/8/2025 | Gradient Investments LLC | 434,151 | $20.04M | 0.4% | +6.3% | 2.922% | |
7/7/2025 | OMNI 360 Wealth Inc. | 11,136 | $514K | 0.3% | N/A | 0.075% | |
7/7/2025 | RDA Financial Network | 29,723 | $1.37M | 0.4% | +111.5% | 0.200% | |
7/1/2025 | Bush Investment Group LLC | 39,682 | $1.83M | 1.2% | +107.9% | 0.267% | |
6/27/2025 | Goldman Sachs Group Inc. | 6,576 | $306K | 0.0% | N/A | 0.044% | |
5/29/2025 | Apeiron RIA LLC | 24,008 | $1.12M | 0.3% | N/A | 0.194% | |
5/22/2025 | Mattson Financial Services LLC | 46,660 | $2.17M | 0.7% | N/A | 0.377% | |
5/21/2025 | Geneos Wealth Management Inc. | 4,031 | $188K | 0.0% | +35.3% | 0.033% | |
5/20/2025 | Integrity Alliance LLC. | 230,392 | $10.73M | 0.4% | N/A | 1.863% | |
5/19/2025 | Jane Street Group LLC | 25,517 | $1.19M | 0.0% | -49.3% | 0.206% | |
5/16/2025 | Semmax Financial Advisors Inc. | 8,762 | $398K | 0.1% | N/A | 0.071% | |
5/16/2025 | Strait & Sound Wealth Management LLC | 7,070 | $329K | 0.2% | +19.4% | 0.057% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 23,718 | $1.11M | 0.0% | N/A | 0.192% | |
5/16/2025 | Goldman Sachs Group Inc. | 6,576 | $306K | 0.0% | N/A | 0.053% | |
5/16/2025 | Pinnacle Family Advisors LLC | 5,371 | $250K | 0.1% | N/A | 0.043% | |
5/16/2025 | NewEdge Advisors LLC | 350,912 | $16.34M | 0.1% | N/A | 2.837% | |
5/14/2025 | Comerica Bank | 756,303 | $35.22M | 0.1% | -4.9% | 6.114% | |
5/14/2025 | Smartleaf Asset Management LLC | 1,086 | $50K | 0.0% | N/A | 0.009% | |
5/14/2025 | Tradition Wealth Management LLC | 42,740 | $1.99M | 0.2% | N/A | 0.346% | |
5/14/2025 | Vertex Planning Partners LLC | 14,620 | $681K | 0.1% | N/A | 0.118% | |
5/13/2025 | Gen Wealth Partners Inc | 16,982 | $791K | 0.3% | N/A | 0.137% | |
5/13/2025 | Heck Capital Advisors LLC | 169,272 | $7.88M | 0.9% | +6.4% | 1.368% | |
5/13/2025 | HighTower Advisors LLC | 24,626 | $1.15M | 0.0% | -2.1% | 0.199% | |
5/12/2025 | Maia Wealth LLC | 28,041 | $1.28M | 0.3% | N/A | 0.227% | |
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5/12/2025 | Cooper Financial Group | 15,033 | $700K | 0.1% | N/A | 0.122% | |
5/9/2025 | Legacy Capital Group California Inc. | 7,828 | $365K | 0.1% | -3.0% | 0.073% | |
5/9/2025 | Kickstand Ventures LLC. | 16,583 | $772K | 0.2% | N/A | 0.154% | |
5/8/2025 | Harbour Investments Inc. | 15,440 | $719K | 0.0% | N/A | 0.143% | |
5/7/2025 | Nemes Rush Group LLC | 8,883 | $414K | 0.1% | +558.5% | 0.082% | |
5/7/2025 | LPL Financial LLC | 31,347 | $1.46M | 0.0% | N/A | 0.291% | |
5/6/2025 | Cetera Investment Advisers | 80,039 | $3.73M | 0.0% | +48.5% | 0.742% | |
5/6/2025 | Tempus Wealth Planning LLC | 12,567 | $585K | 0.2% | N/A | 0.116% | |
5/6/2025 | Brookwood Investment Group LLC | 11,236 | $523K | 0.1% | N/A | 0.104% | |
5/6/2025 | One Wealth Advisors LLC | 151,776 | $7.07M | 1.1% | N/A | 1.407% | |