8/1/2025 | Austin Private Wealth LLC | 5,837 | $526K | 0.0% | -47.5% | 0.021% | |
8/1/2025 | New York Life Investment Management LLC | 456,391 | $41.12M | 0.4% | +3.7% | 1.630% | |
8/1/2025 | Howard Capital Management Inc. | 320,536 | $28.88M | 0.4% | -5.3% | 1.145% | |
8/1/2025 | Advisory Alpha LLC | 433,937 | $39.10M | 1.2% | -2.3% | 1.550% | |
8/1/2025 | Liberty Wealth Management LLC | 4,579 | $413K | 0.1% | -42.8% | 0.016% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 5,037 | $454K | 0.0% | -29.6% | 0.018% | |
8/1/2025 | Envestnet Asset Management Inc. | 933,246 | $84.08M | 0.0% | -38.8% | 3.333% | |
7/31/2025 | Wealthfront Advisers LLC | 4,916 | $443K | 0.0% | +9.0% | 0.018% | |
7/31/2025 | Perissos Private Wealth Management LLC | 15,755 | $1.42M | 1.1% | -11.1% | 0.056% | |
7/31/2025 | Atlatl Advisers LLC | 5,681 | $512K | 0.2% | -31.4% | 0.020% | |
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7/31/2025 | TSA Wealth Managment LLC | 16,559 | $1.49M | 0.5% | -33.8% | 0.059% | |
7/31/2025 | Prentice Wealth Management LLC | 2,340 | $211K | 0.1% | N/A | 0.008% | |
7/30/2025 | Strategic Blueprint LLC | 11,810 | $1.06M | 0.1% | -30.3% | 0.042% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 23,566 | $2.12M | 0.3% | -82.5% | 0.084% | |
7/30/2025 | Brookstone Capital Management | 8,806 | $793K | 0.0% | -22.2% | 0.031% | |
7/30/2025 | Phillips Financial Management LLC | 1,371 | $124K | 0.0% | N/A | 0.005% | |
7/30/2025 | D.A. Davidson & CO. | 19,978 | $1.80M | 0.0% | +10.5% | 0.071% | |
7/30/2025 | LGT Financial Advisors LLC | 514 | $46K | 0.1% | -40.2% | 0.002% | |
7/29/2025 | Systelligence LLC | 161,188 | $14.52M | 2.7% | +103.2% | 0.576% | |
7/29/2025 | Tradewinds Capital Management LLC | 118,553 | $10.68M | 2.7% | -42.9% | 0.423% | |
7/29/2025 | ShoreHaven Wealth Partners LLC | 2,742 | $247K | 0.1% | -37.6% | 0.010% | |
7/29/2025 | Private Trust Co. NA | 3,978 | $358K | 0.0% | +24.1% | 0.014% | |
7/29/2025 | Horst & Graben Wealth Management LLC | 15,174 | $1.37M | 0.2% | -25.0% | 0.054% | |
7/29/2025 | Aire Advisors LLC | 121,568 | $10.95M | 2.1% | +0.4% | 0.434% | |
7/28/2025 | WealthPlan Investment Management LLC | 2,290 | $206K | 0.0% | N/A | 0.008% | |
7/28/2025 | Pettinga Financial Advisors LLC | 6,166 | $556K | 0.1% | +4.7% | 0.022% | |
7/28/2025 | Private Wealth Asset Management LLC | 528 | $48K | 0.0% | N/A | 0.002% | |
7/28/2025 | Harbour Investments Inc. | 1,282 | $116K | 0.0% | -37.5% | 0.005% | |
7/28/2025 | Cypress Wealth Services LLC | 2,716 | $245K | 0.0% | -22.9% | 0.010% | |
7/28/2025 | Sagespring Wealth Partners LLC | 19,104 | $1.72M | 0.0% | +4.6% | 0.068% | |
7/25/2025 | Northwest Capital Management Inc | 2,619 | $236K | 0.1% | -46.7% | 0.009% | |
7/25/2025 | Atria Wealth Solutions Inc. | 13,386 | $1.21M | 0.0% | -40.3% | 0.048% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 96,947 | $8.74M | 0.0% | -35.9% | 0.346% | |
7/25/2025 | RHS Financial LLC | 3,899 | $351K | 0.2% | N/A | 0.014% | |
7/25/2025 | Midwest Capital Advisors LLC | 9,359 | $843K | 0.4% | -38.0% | 0.033% | |
7/25/2025 | CWM LLC | 183,755 | $16.56M | 0.1% | -18.6% | 0.656% | |
7/24/2025 | Comprehensive Money Management Services LLC | 6,607 | $595K | 0.5% | -3.4% | 0.024% | |
7/24/2025 | Forefront Analytics LLC | 11,542 | $1.04M | 0.9% | N/A | 0.041% | |
7/24/2025 | JB Capital LLC | 4,279 | $386K | 0.0% | -38.8% | 0.015% | |
7/24/2025 | Blue Trust Inc. | 6,106 | $550K | 0.0% | -47.5% | 0.022% | |
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7/24/2025 | Cyndeo Wealth Partners LLC | 5,263 | $474K | 0.0% | -6.3% | 0.019% | |
7/24/2025 | US Bancorp DE | 11,504 | $1.04M | 0.0% | -45.4% | 0.041% | |
7/23/2025 | Sax Wealth Advisors LLC | 2,495 | $225K | 0.0% | N/A | 0.009% | |
7/23/2025 | Friedenthal Financial | 47,608 | $4.29M | 2.4% | N/A | 0.170% | |
7/23/2025 | True Vision MN LLC | 2,755 | $248K | 0.1% | -51.0% | 0.010% | |
7/23/2025 | SteelPeak Wealth LLC | 18,099 | $1.63M | 0.1% | -42.1% | 0.065% | |
7/22/2025 | Simplicity Wealth LLC | 13,048 | $1.18M | 0.0% | +55.8% | 0.047% | |
7/22/2025 | Firethorn Wealth Partners LLC | 2,601 | $234K | 0.1% | -4.1% | 0.009% | |
7/22/2025 | Bay Harbor Wealth Management LLC | 5,605 | $505K | 0.1% | -42.6% | 0.020% | |
7/22/2025 | McNaughton Wealth Management LLC | 4,588 | $413K | 0.2% | -33.6% | 0.016% | |
7/21/2025 | Ascent Group LLC | 20,604 | $1.86M | 0.1% | -34.4% | 0.074% | |
7/21/2025 | Ameritas Advisory Services LLC | 62,107 | $5.60M | 0.3% | -5.0% | 0.222% | |
7/21/2025 | Triad Wealth Partners LLC | 14,065 | $1.27M | 0.3% | -22.4% | 0.050% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 23,000 | $2.07M | 0.0% | -19.4% | 0.082% | |
7/18/2025 | EWA LLC | 7,997 | $721K | 0.2% | -19.3% | 0.029% | |
7/18/2025 | SWP Financial LLC | 10,304 | $928K | 0.5% | -46.0% | 0.037% | |
7/18/2025 | SigFig Wealth Management LLC | 4,751 | $426K | 0.0% | -42.8% | 0.017% | |
7/18/2025 | Provident Wealth Management LLC | 22,177 | $2.00M | 0.7% | -2.7% | 0.079% | |
7/18/2025 | Brueske Advisory Services LLC | 2,298 | $207K | 0.1% | N/A | 0.008% | |
7/18/2025 | Wetzel Investment Advisors Inc. | 46,460 | $4.19M | 1.9% | -3.4% | 0.166% | |
7/18/2025 | Truist Financial Corp | 34,648 | $3.12M | 0.0% | -23.4% | 0.124% | |
7/18/2025 | BCU Wealth Advisors LLC | 2,788 | $251K | 0.1% | -16.8% | 0.010% | |
7/17/2025 | One Wealth Advisors LLC | 3,773 | $340K | 0.0% | -31.8% | 0.013% | |
7/17/2025 | Greenleaf Trust | 445,280 | $40.12M | 0.4% | +0.5% | 1.590% | |
7/17/2025 | Janney Montgomery Scott LLC | 29,576 | $2.67M | 0.0% | -45.2% | 0.106% | |
7/17/2025 | Kelly Financial Services LLC | 7,003 | $631K | 0.2% | -44.9% | 0.025% | |
7/17/2025 | Avior Wealth Management LLC | 2,383 | $215K | 0.0% | -6.0% | 0.009% | |
7/16/2025 | Independent Wealth Network Inc. | 7,182 | $647K | 0.2% | +5.9% | 0.026% | |
7/16/2025 | BOS Asset Management LLC | 3,332 | $300K | 0.1% | -39.9% | 0.012% | |
7/16/2025 | Perigon Wealth Management LLC | 12,246 | $1.10M | 0.0% | -30.6% | 0.044% | |
7/15/2025 | Centerline Wealth Advisors LLC | 64,051 | $5.77M | 2.8% | +0.4% | 0.229% | |
7/15/2025 | McAdam LLC | 4,462 | $402K | 0.0% | +10.6% | 0.016% | |
7/15/2025 | Spectrum Planning & Advisory Services Inc. | 27,819 | $2.51M | 1.6% | +541.0% | 0.099% | |
7/15/2025 | Retireful LLC | 20,002 | $1.80M | 1.2% | N/A | 0.071% | |
7/15/2025 | Compagnie Lombard Odier SCmA | 1,560 | $141K | 0.0% | -24.3% | 0.006% | |
7/15/2025 | Pictet North America Advisors SA | 8,660 | $780K | 0.1% | -96.6% | 0.031% | |
7/15/2025 | Revisor Wealth Management LLC | 2,980 | $271K | 0.1% | N/A | 0.011% | |
7/14/2025 | Gries Financial LLC | 12,536 | $1.13M | 0.2% | +11.8% | 0.045% | |
7/14/2025 | KFG Wealth Management LLC | 17,906 | $1.61M | 0.3% | -20.2% | 0.064% | |
7/14/2025 | Ridgewood Investments LLC | 7,939 | $715K | 0.3% | +9.6% | 0.028% | |
7/14/2025 | Park Avenue Securities LLC | 44,921 | $4.05M | 0.0% | -43.9% | 0.160% | |
7/14/2025 | Sowell Financial Services LLC | 2,830 | $255K | 0.0% | -12.8% | 0.010% | |
7/11/2025 | Quad Cities Investment Group LLC | 11,471 | $1.03M | 0.5% | +1.8% | 0.041% | |
7/11/2025 | Farther Finance Advisors LLC | 10,313 | $929K | 0.0% | -4.9% | 0.037% | |
7/11/2025 | Windsor Capital Management LLC | 12,255 | $1.10M | 0.3% | +8.9% | 0.044% | |
7/10/2025 | Global Financial Private Client LLC | 11,566 | $1.04M | 0.4% | +1.4% | 0.041% | |
7/10/2025 | Bigelow Investment Advisors LLC | 2,825 | $255K | 0.1% | -10.9% | 0.010% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 64,062 | $5.78M | 0.0% | -4.3% | 0.229% | |
7/10/2025 | Sharkey Howes & Javer | 5,048 | $455K | 0.1% | -18.6% | 0.018% | |
7/10/2025 | Sovran Advisors LLC | 13,995 | $1.26M | 0.1% | +122.0% | 0.050% | |
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7/9/2025 | Dynamic Advisor Solutions LLC | 55,592 | $5.01M | 0.2% | +7.0% | 0.199% | |
7/9/2025 | Capital Wealth Management LLC | 37,826 | $3.41M | 1.3% | +0.4% | 0.135% | |
7/9/2025 | Baron Financial Group LLC | 49,381 | $4.45M | 2.6% | +0.6% | 0.176% | |
7/8/2025 | Range Financial Group LLC | 2,871 | $259K | 0.1% | -19.2% | 0.010% | |
7/8/2025 | Lpwm LLC | 6,852 | $617K | 0.2% | -7.4% | 0.024% | |
7/8/2025 | Ehrlich Financial Group | 2,907 | $262K | 0.2% | -17.8% | 0.010% | |
7/8/2025 | Braun Bostich & Associates Inc. | 4,339 | $391K | 0.3% | -21.1% | 0.015% | |
7/8/2025 | Advance Capital Management Inc. | 109,099 | $9.83M | 0.4% | N/A | 0.390% | |
7/7/2025 | Insight Wealth Strategies LLC | 245,103 | $21.89M | 2.8% | +90.4% | 0.875% | |
7/7/2025 | Centurion Wealth Management LLC | 8,713 | $785K | 0.2% | -17.6% | 0.031% | |