10/20/2025 | TBH Global Asset Management LLC | 3,959 | $269K | 0.1% | N/A | 0.001% | |
10/20/2025 | Sax Wealth Advisors LLC | 55,243 | $3.75M | 0.2% | -1.4% | 0.013% | |
10/20/2025 | Ascent Group LLC | 492,034 | $33.38M | 1.2% | -14.7% | 0.120% | |
10/20/2025 | American Financial & Tax Strategies Inc. | 32,971 | $2.24M | 1.1% | -2.9% | 0.008% | |
10/20/2025 | LVW Advisors LLC | 4,086 | $277K | 0.0% | -81.5% | 0.001% | |
10/20/2025 | Aurelius Family Office LLC | 11,426 | $775K | 0.3% | -7.2% | 0.003% | |
10/20/2025 | Warner Financial Inc. | 44,765 | $3.04M | 1.1% | +1.7% | 0.011% | |
10/20/2025 | Continuum Advisory LLC | 8,073 | $548K | 0.1% | -2.7% | 0.002% | |
10/20/2025 | LifeWealth Investments LLC | 135,102 | $9.16M | 2.6% | +6.3% | 0.033% | |
10/20/2025 | Wealth Quarterback LLC | 41,590 | $2.82M | 1.1% | +6.0% | 0.010% | |
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10/20/2025 | Pure Financial Advisors LLC | 10,070 | $683K | 0.0% | +11.2% | 0.002% | |
10/20/2025 | Tripletail Wealth Management LLC | 508 | $35K | 0.0% | N/A | 0.000% | |
10/17/2025 | Austin Private Wealth LLC | 720,155 | $48.85M | 3.7% | -32.4% | 0.176% | |
10/17/2025 | FFG Retirement Advisors LLC | 82,898 | $5.62M | 3.5% | +17.2% | 0.020% | |
10/17/2025 | FLC Capital Advisors | 2,984 | $202K | 0.0% | N/A | 0.001% | |
10/17/2025 | 5T Wealth LLC | 83,367 | $5.66M | 2.5% | -3.3% | 0.020% | |
10/17/2025 | Maryland Capital Advisors Inc. | 76,995 | $5.22M | 1.9% | -4.3% | 0.019% | |
10/17/2025 | FSC Wealth Advisors LLC | 28,171 | $1.91M | 1.1% | +19.6% | 0.007% | |
10/17/2025 | Clune & Associates LTD. | 16,513 | $1.12M | 0.3% | +1.4% | 0.004% | |
10/17/2025 | Perigon Wealth Management LLC | 364,758 | $24.74M | 0.5% | +14.3% | 0.089% | |
10/17/2025 | Client 1ST Advisory Group LLC | 130,925 | $8.88M | 2.9% | +11.7% | 0.032% | |
10/17/2025 | Sowell Financial Services LLC | 38,508 | $2.61M | 0.1% | -8.2% | 0.009% | |
10/17/2025 | Great Oak Capital Partners LLC | 4,995 | $339K | 0.1% | N/A | 0.001% | |
10/17/2025 | Ehrlich Financial Group | 70,564 | $4.79M | 2.8% | +6.6% | 0.017% | |
10/17/2025 | Sovereign Financial Group Inc. | 30,161 | $2.05M | 0.4% | +15.9% | 0.007% | |
10/17/2025 | Mayflower Financial Advisors LLC | 128,667 | $8.73M | 0.9% | -19.2% | 0.031% | |
10/17/2025 | Apella Capital LLC | 132,225 | $9.00M | 0.2% | -6.3% | 0.032% | |
10/17/2025 | Apollon Wealth Management LLC | 196,067 | $13.30M | 0.2% | +52.9% | 0.048% | |
10/16/2025 | 180 Wealth Advisors LLC | 77,907 | $5.28M | 0.6% | -1.4% | 0.019% | |
10/16/2025 | Columbus Macro LLC | 31,588 | $2.14M | 0.2% | +0.7% | 0.008% | |
10/16/2025 | Lockerman Financial Group Inc. | 5,067 | $344K | 0.4% | -13.4% | 0.001% | |
10/16/2025 | Syntegra Private Wealth Group LLC | 6,799 | $461K | 0.0% | -11.7% | 0.002% | |
10/16/2025 | Blue Trust Inc. | 235,179 | $15.95M | 0.2% | -30.0% | 0.057% | |
10/16/2025 | Horst & Graben Wealth Management LLC | 369,213 | $25.04M | 3.8% | -15.1% | 0.090% | |
10/16/2025 | BCU Wealth Advisors LLC | 45,082 | $3.06M | 1.2% | -5.4% | 0.011% | |
10/15/2025 | TrueWealth Advisors LLC | 3,082 | $209K | 0.1% | -16.4% | 0.001% | |
10/15/2025 | Financial Management Professionals Inc. | 15,609 | $1.06M | 0.1% | N/A | 0.004% | |
10/15/2025 | CWM LLC | 6,428,350 | $436.04M | 1.3% | +1.3% | 1.568% | |
10/15/2025 | Clayton Financial Group LLC | 16,800 | $1.14M | 0.8% | +98.5% | 0.004% | |
10/15/2025 | Blue Zone Wealth Advisors LLC | 15,379 | $1.04M | 0.2% | N/A | 0.004% | |
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10/15/2025 | FLP Wealth Management LLC | 9,157 | $621K | 0.6% | -29.0% | 0.002% | |
10/15/2025 | Sagace Wealth Management LLC | 33,359 | $2.26M | 1.5% | +29.2% | 0.008% | |
10/15/2025 | Centerline Wealth Advisors LLC | 55,159 | $3.74M | 1.6% | N/A | 0.013% | |
10/15/2025 | World Investment Advisors | 53,646 | $3.64M | 0.1% | -50.5% | 0.013% | |
10/15/2025 | Brookstone Capital Management | 203,218 | $13.78M | 0.2% | -10.2% | 0.050% | |
10/15/2025 | Private Trust Co. NA | 17,232 | $1.17M | 0.1% | -12.6% | 0.004% | |
10/15/2025 | Symmetry Partners LLC | 134,230 | $9.11M | 1.0% | +30.4% | 0.033% | |
10/15/2025 | Founders Financial Securities LLC | 6,188 | $420K | 0.0% | N/A | 0.002% | |
10/15/2025 | Vontobel Holding Ltd. | 4,000 | $271K | 0.0% | -80.2% | 0.001% | |
10/15/2025 | Cypress Wealth Services LLC | 253,484 | $17.19M | 2.8% | -13.9% | 0.062% | |
10/15/2025 | DAVENPORT & Co LLC | 25,866 | $1.75M | 0.0% | -7.0% | 0.006% | |
10/15/2025 | Net Worth Advisory Group | 11,983 | $813K | 0.2% | -80.6% | 0.003% | |
10/15/2025 | Kelly Financial Services LLC | 217,326 | $14.74M | 3.8% | -34.9% | 0.053% | |
10/14/2025 | Apeiron RIA LLC | 218,780 | $14.71M | 3.3% | -6.6% | 0.053% | |
10/14/2025 | Able Wealth Management LLC | 138,621 | $9.40M | 3.5% | +65.7% | 0.034% | |
10/14/2025 | RTD Financial Advisors Inc. | 173,002 | $11.74M | 1.4% | +1.6% | 0.042% | |
10/14/2025 | Revolve Wealth Partners LLC | 37,523 | $2.55M | 0.3% | -1.0% | 0.009% | |
10/14/2025 | OLD National Bancorp IN | 16,523 | $1.12M | 0.0% | +57.6% | 0.004% | |
10/14/2025 | Fiduciary Advisors Inc. | 15,286 | $1.04M | 0.8% | -10.0% | 0.004% | |
10/14/2025 | Cliftonlarsonallen Wealth Advisors LLC | 15,116 | $1.03M | 0.0% | -4.2% | 0.004% | |
10/14/2025 | Farther Finance Advisors LLC | 417,120 | $28.29M | 0.4% | +10.8% | 0.102% | |
10/14/2025 | Cranbrook Wealth Management LLC | 67,571 | $4.58M | 0.9% | -2.4% | 0.016% | |
10/14/2025 | Market Street Wealth Management Advisors LLC | 61,980 | $4.20M | 0.7% | -0.8% | 0.015% | |
10/14/2025 | Security Financial Services INC. | 190,177 | $12.90M | 2.1% | -32.1% | 0.046% | |
10/14/2025 | LongView Wealth Management | 3,990 | $271K | 0.1% | -8.1% | 0.001% | |
10/14/2025 | Northwest Wealth Management LLC | 68,611 | $4.65M | 0.8% | -4.8% | 0.017% | |
10/14/2025 | Parkwoods Wealth Partners LLC | 4,614 | $313K | 0.1% | N/A | 0.001% | |
10/14/2025 | Foster Group Inc. | 10,825 | $734K | 0.0% | -6.0% | 0.003% | |
10/14/2025 | Accelerate Investment Advisors LLC | 24,114 | $1.64M | 1.1% | -16.8% | 0.006% | |
10/10/2025 | Fifth Third Securities Inc. | 4,023 | $273K | 0.0% | -52.2% | 0.001% | |
10/10/2025 | Spinnaker Investment Group LLC | 6,403 | $434K | 0.1% | N/A | 0.002% | |
10/10/2025 | Lineweaver Wealth Advisors LLC | 198,979 | $13.50M | 2.0% | +13.1% | 0.049% | |
10/10/2025 | Sound Income Strategies LLC | 24,350 | $1.65M | 0.1% | +7.9% | 0.006% | |
10/10/2025 | Ridgeline Wealth LLC | 41,331 | $2.80M | 2.1% | -2.2% | 0.010% | |
10/10/2025 | Flputnam Investment Management Co. | 9,147 | $620K | 0.0% | -8.1% | 0.002% | |
10/10/2025 | Sharkey Howes & Javer | 474,113 | $32.16M | 4.1% | -10.8% | 0.116% | |
10/10/2025 | Clarity Financial LLC | 3,145 | $213K | 0.0% | N/A | 0.001% | |
10/10/2025 | Falcon Wealth Planning | 18,121 | $1.23M | 0.1% | -14.6% | 0.004% | |
10/10/2025 | Cyndeo Wealth Partners LLC | 41,979 | $2.85M | 0.2% | +3.6% | 0.010% | |
10/10/2025 | Quotient Wealth Partners LLC | 12,986 | $881K | 0.0% | -3.2% | 0.003% | |
10/10/2025 | Focus Financial Network Inc. | 175,658 | $11.92M | 0.4% | +1.9% | 0.043% | |
10/10/2025 | Shotwell Rutter Baer Inc | 5,460 | $373K | 0.2% | -8.3% | 0.001% | |
10/10/2025 | Signal Advisors Wealth LLC | 37,311 | $2.53M | 0.2% | -10.0% | 0.009% | |
10/9/2025 | CGN Advisors LLC | 7,836 | $532K | 0.0% | -2.1% | 0.002% | |
10/9/2025 | Independence Bank of Kentucky | 20,936 | $1.42M | 0.2% | -5.1% | 0.005% | |
10/9/2025 | Baker Tilly Wealth Management LLC | 5,120 | $347K | 0.1% | +47.9% | 0.001% | |
10/9/2025 | Centurion Wealth Management LLC | 58,013 | $3.94M | 0.9% | -13.7% | 0.014% | |
10/9/2025 | Astoria Portfolio Advisors LLC. | 3,056 | $209K | 0.1% | N/A | 0.001% | |
10/9/2025 | Rockingstone Advisors LLC | 21,175 | $1.44M | 0.7% | +26.4% | 0.005% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 79,102 | $5.37M | 0.1% | -2.4% | 0.019% | |
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10/9/2025 | Waller Financial Planning Group Inc. | 98,925 | $6.71M | 1.5% | -1.3% | 0.024% | |
10/9/2025 | Bay Harbor Wealth Management LLC | 169,584 | $11.50M | 3.1% | -16.6% | 0.041% | |
10/9/2025 | Voya Investment Management LLC | 120,711 | $8.19M | 0.0% | -44.9% | 0.029% | |
10/9/2025 | Affinity Capital Advisors LLC | 393,619 | $26.79M | 4.1% | +9.0% | 0.096% | |
10/9/2025 | Eclectic Associates Inc. ADV | 2,992 | $203K | 0.0% | N/A | 0.001% | |
10/9/2025 | Fermata Advisors LLC | 6,759 | $458K | 0.1% | +3.5% | 0.002% | |
10/9/2025 | Prosperity Planning Inc. | 7,186 | $487K | 0.1% | -10.2% | 0.002% | |
10/9/2025 | Long Run Wealth Advisors LLC | 248,682 | $16.87M | 3.3% | +3.3% | 0.061% | |
10/8/2025 | Patriot Financial Group Insurance Agency LLC | 45,629 | $3.10M | 0.4% | -13.2% | 0.011% | |
10/8/2025 | RDA Financial Network | 21,409 | $1.45M | 0.4% | -13.9% | 0.005% | |