10/22/2025 | MassMutual Private Wealth & Trust FSB | 973 | $93K | 0.0% | N/A | 0.000% | |
10/22/2025 | Cerity Partners LLC | 1,173,137 | $111.61M | 0.2% | +4.6% | 0.460% | |
10/22/2025 | Capital Planning LLC | 117,128 | $11.14M | 3.2% | +1.0% | 0.046% | |
10/22/2025 | Cardinal Strategic Wealth Guidance | 36,162 | $3.44M | 0.9% | -10.7% | 0.014% | |
10/22/2025 | Grandview Asset Management LLC | 6,200 | $590K | 0.2% | -48.9% | 0.002% | |
10/22/2025 | Cordatus Wealth Management LLC | 48,078 | $4.57M | 1.1% | -4.9% | 0.019% | |
10/22/2025 | Kathmere Capital Management LLC | 14,877 | $1.42M | 0.1% | +13.9% | 0.006% | |
10/22/2025 | Gladstone Institutional Advisory LLC | 76,617 | $7.29M | 0.3% | -2.1% | 0.030% | |
10/22/2025 | Greenleaf Trust | 5,328 | $507K | 0.0% | -2.9% | 0.002% | |
10/22/2025 | Geneos Wealth Management Inc. | 549,626 | $52.29M | 1.3% | -2.0% | 0.215% | |
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10/22/2025 | Nottingham Advisors Inc. | 7,101 | $676K | 0.1% | -2.6% | 0.003% | |
10/22/2025 | Milestone Asset Management Group LLC | 30,352 | $2.89M | 1.8% | +3.4% | 0.012% | |
10/22/2025 | Gries Financial LLC | 13,819 | $1.32M | 0.2% | -1.1% | 0.005% | |
10/22/2025 | RHS Financial LLC | 43,313 | $4.12M | 2.1% | -9.2% | 0.017% | |
10/22/2025 | Keystone Wealth Services LLC | 14,814 | $1.41M | 0.3% | +0.9% | 0.006% | |
10/22/2025 | Brickley Wealth Management | 106,470 | $10.13M | 1.8% | +0.2% | 0.042% | |
10/22/2025 | D.A. Davidson & CO. | 159,866 | $15.21M | 0.1% | +17.8% | 0.063% | |
10/22/2025 | Ellis Investment Partners LLC | 20,005 | $1.90M | 0.3% | -2.1% | 0.008% | |
10/22/2025 | Oregon Pacific Wealth Management LLC | 11,019 | $1.05M | 0.9% | N/A | 0.004% | |
10/22/2025 | Mechanics Bank Trust Department | 33,077 | $3.15M | 0.4% | -2.2% | 0.013% | |
10/22/2025 | Spreng Capital Management Inc. | 74,812 | $7.12M | 2.8% | -10.3% | 0.029% | |
10/22/2025 | Daymark Wealth Partners LLC | 4,634 | $441K | 0.0% | +15.0% | 0.002% | |
10/22/2025 | Cynosure Group LLC | 42,424 | $4.04M | 0.4% | +16.8% | 0.017% | |
10/22/2025 | Commonwealth Equity Services LLC | 2,036,321 | $193.74M | 0.3% | -7.5% | 0.798% | |
10/22/2025 | 4J Wealth Management LLC | 6,300 | $599K | 0.4% | -6.7% | 0.002% | |
10/22/2025 | WT Wealth Management | 12,745 | $1.21M | 0.3% | -49.3% | 0.005% | |
10/22/2025 | Alpine Bank Wealth Management | 48,873 | $4.65M | 0.7% | -25.9% | 0.019% | |
10/21/2025 | Fifth Third Wealth Advisors LLC | 7,610 | $724K | 0.0% | +21.9% | 0.003% | |
10/21/2025 | Wealth Management Partners LLC | 27,996 | $2.66M | 0.8% | -3.5% | 0.011% | |
10/21/2025 | Global Retirement Partners LLC | 44,005 | $4.19M | 0.1% | +0.2% | 0.017% | |
10/21/2025 | Altfest L J & Co. Inc. | 62,933 | $5.99M | 0.7% | N/A | 0.025% | |
10/21/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,398 | $228K | 0.0% | -14.6% | 0.001% | |
10/21/2025 | Summit Wealth Partners LLC | 203,925 | $19.40M | 3.5% | +0.1% | 0.080% | |
10/21/2025 | Sterling Investment Counsel LLC | 3,189 | $303K | 0.1% | N/A | 0.001% | |
10/21/2025 | Delta Wealth Advisors LLC | 34,577 | $3.29M | 2.6% | +3.5% | 0.014% | |
10/21/2025 | Wagner Wealth Management LLC | 2,705 | $257K | 0.1% | -66.6% | 0.001% | |
10/21/2025 | Silver Oak Securities Incorporated | 7,835 | $745K | 0.1% | +3.7% | 0.003% | |
10/21/2025 | Golden State Equity Partners | 16,264 | $1.55M | 0.3% | -1.4% | 0.006% | |
10/21/2025 | Wealth Management Associates Inc. | 13,147 | $1.25M | 0.4% | +1.1% | 0.005% | |
10/21/2025 | Salomon & Ludwin LLC | 2,195 | $209K | 0.0% | -5.0% | 0.001% | |
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10/21/2025 | Strait & Sound Wealth Management LLC | 12,626 | $1.20M | 0.5% | +10.6% | 0.005% | |
10/21/2025 | Mather Group LLC. | 75,597 | $7.19M | 0.1% | +1.1% | 0.030% | |
10/20/2025 | Mattern Wealth Management LLC | 12,518 | $1.19M | 0.2% | -2.8% | 0.005% | |
10/20/2025 | Croban | 40,260 | $3.83M | 2.6% | +9.9% | 0.016% | |
10/20/2025 | Balance Wealth LLC | 5,665 | $539K | 0.1% | +43.1% | 0.002% | |
10/20/2025 | Accurate Wealth Management LLC | 3,345 | $317K | 0.0% | +54.0% | 0.001% | |
10/20/2025 | Miracle Mile Advisors LLC | 25,784 | $2.45M | 0.0% | -29.8% | 0.010% | |
10/20/2025 | JB Capital LLC | 7,039 | $670K | 0.0% | +20.1% | 0.003% | |
10/20/2025 | Mainstream Capital Management LLC | 6,258 | $595K | 0.4% | -5.2% | 0.002% | |
10/20/2025 | Chris Bulman Inc | 3,585 | $341K | 0.2% | -5.0% | 0.001% | |
10/20/2025 | Merit Financial Group LLC | 137,700 | $13.10M | 0.1% | +0.3% | 0.054% | |
10/20/2025 | TBH Global Asset Management LLC | 11,586 | $1.10M | 0.2% | N/A | 0.005% | |
10/20/2025 | Calamos Wealth Management LLC | 94,871 | $9.03M | 0.3% | +0.4% | 0.037% | |
10/20/2025 | Sax Wealth Advisors LLC | 27,730 | $2.64M | 0.1% | -8.8% | 0.011% | |
10/20/2025 | Sequent Asset Management LLC | 56,952 | $5.42M | 2.6% | -7.2% | 0.022% | |
10/20/2025 | Forefront Wealth Partners LLC | 45,630 | $4.34M | 1.1% | N/A | 0.018% | |
10/20/2025 | Investment Partners Asset Management Inc. | 7,805 | $743K | 0.5% | -19.8% | 0.003% | |
10/20/2025 | Ascent Group LLC | 111,812 | $10.64M | 0.4% | -63.7% | 0.044% | |
10/20/2025 | Great Diamond Partners LLC | 10,777 | $1.03M | 0.2% | -3.3% | 0.004% | |
10/20/2025 | Ergawealth Advisors Inc. | 14,641 | $1.39M | 0.6% | -18.3% | 0.006% | |
10/20/2025 | Armbruster Capital Management Inc. | 166,362 | $15.83M | 2.7% | -0.4% | 0.065% | |
10/20/2025 | Wells Financial Advisors INC | 50,647 | $4.82M | 6.4% | -7.8% | 0.020% | |
10/20/2025 | Bravias Capital Group LLC | 12,062 | $1.15M | 0.8% | -14.8% | 0.005% | |
10/20/2025 | Continuum Advisory LLC | 2,673 | $254K | 0.0% | +14.0% | 0.001% | |
10/17/2025 | Austin Private Wealth LLC | 5,829 | $555K | 0.0% | +4.8% | 0.002% | |
10/17/2025 | Retireful LLC | 13,250 | $1.26M | 1.2% | -6.7% | 0.005% | |
10/17/2025 | Goldstone Financial Group LLC | 13,488 | $1.28M | 0.2% | -3.8% | 0.005% | |
10/17/2025 | Trademark Financial Management LLC | 3,788 | $360K | 0.2% | -87.5% | 0.001% | |
10/17/2025 | Institute for Wealth Management LLC. | 9,036 | $860K | 0.1% | -18.7% | 0.004% | |
10/17/2025 | 5T Wealth LLC | 19,366 | $1.84M | 0.8% | -0.7% | 0.008% | |
10/17/2025 | KW Wealth Management LLC | 13,444 | $1.28M | 2.2% | N/A | 0.005% | |
10/17/2025 | Archford Capital Strategies LLC | 2,237 | $213K | 0.0% | -71.7% | 0.001% | |
10/17/2025 | Everpar Advisors LLC | 3,161 | $301K | 0.1% | +34.7% | 0.001% | |
10/17/2025 | Enzi Wealth | 141,799 | $13.23M | 4.7% | +1.1% | 0.056% | |
10/17/2025 | Kaydan Wealth Management Inc. | 16,272 | $1.55M | 0.4% | -4.2% | 0.006% | |
10/17/2025 | Perigon Wealth Management LLC | 68,285 | $6.50M | 0.1% | -1.2% | 0.027% | |
10/17/2025 | Client 1ST Advisory Group LLC | 8,363 | $796K | 0.3% | -6.9% | 0.003% | |
10/17/2025 | Sowell Financial Services LLC | 106,040 | $10.09M | 0.4% | -5.3% | 0.042% | |
10/17/2025 | Sapient Capital LLC | 13,995 | $1.33M | 0.0% | -24.0% | 0.005% | |
10/17/2025 | Mayflower Financial Advisors LLC | 74,999 | $7.14M | 0.7% | -2.7% | 0.029% | |
10/17/2025 | Alterna Wealth Management Inc. | 8,600 | $818K | 0.7% | -4.6% | 0.003% | |
10/17/2025 | Apella Capital LLC | 141,035 | $13.16M | 0.3% | -15.8% | 0.055% | |
10/17/2025 | Apollon Wealth Management LLC | 50,258 | $4.78M | 0.1% | -1.2% | 0.020% | |
10/17/2025 | Apollon Financial LLC | 56,484 | $5.37M | 0.9% | -0.5% | 0.022% | |
10/16/2025 | 180 Wealth Advisors LLC | 22,830 | $2.17M | 0.3% | -3.6% | 0.009% | |
10/16/2025 | Wealth Management Resources Inc. | 136,791 | $13.01M | 4.2% | +0.5% | 0.054% | |
10/16/2025 | Columbus Macro LLC | 5,122 | $487K | 0.1% | -21.2% | 0.002% | |
10/16/2025 | Hoese & Co LLP | 24,395 | $2.32M | 1.8% | -7.8% | 0.010% | |
10/16/2025 | Townsend Asset Management Corp NC ADV | 17,886 | $1.70M | 0.6% | -2.4% | 0.007% | |
10/16/2025 | Lowe Wealth Advisors LLC | 217,277 | $20.67M | 7.5% | -1.4% | 0.085% | |
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10/16/2025 | Capital Advisors Ltd. LLC | 246,179 | $23.42M | 2.6% | -0.9% | 0.096% | |
10/16/2025 | Custos Family Office LLC | 99,345 | $9.45M | 5.3% | -53.5% | 0.039% | |
10/16/2025 | HBK Sorce Advisory LLC | 2,651 | $253K | 0.0% | N/A | 0.001% | |
10/16/2025 | DecisionMap Wealth Management LLC | 25,103 | $2.39M | 1.5% | +2.4% | 0.010% | |
10/16/2025 | Syntegra Private Wealth Group LLC | 191,324 | $18.20M | 1.7% | -4.2% | 0.075% | |
10/16/2025 | Yeomans Consulting Group Inc. | 38,879 | $3.69M | 1.3% | +1.7% | 0.015% | |
10/15/2025 | CWM LLC | 784,525 | $74.64M | 0.2% | +3.1% | 0.307% | |
10/15/2025 | BSW Wealth Partners | 2,522 | $240K | 0.0% | -7.4% | 0.001% | |
10/15/2025 | Granite Bay Wealth Management LLC | 6,820 | $649K | 0.2% | +63.8% | 0.003% | |
10/15/2025 | Independent Wealth Network Inc. | 3,352 | $319K | 0.1% | +4.3% | 0.001% | |