7/25/2025 | Northwest Capital Management Inc | 67,900 | $3.39M | 1.8% | -32.4% | 0.064% | |
7/25/2025 | CWM LLC | 92,545 | $4.62M | 0.0% | -7.9% | 0.087% | |
7/25/2025 | Avion Wealth | 1,170,246 | $58.34M | 14.3% | +7.6% | 1.098% | |
7/24/2025 | Blue Trust Inc. | 1,858,230 | $92.66M | 1.1% | +7.6% | 1.744% | |
7/24/2025 | Galvin Gaustad & Stein LLC | 4,527 | $226K | 0.0% | N/A | 0.004% | |
7/24/2025 | IFP Advisors Inc | 7,865 | $392K | 0.0% | -18.9% | 0.007% | |
7/24/2025 | Blair William & Co. IL | 174,327 | $8.69M | 0.0% | -0.6% | 0.164% | |
7/23/2025 | SpringVest Wealth Management LLC | 190,511 | $9.50M | 7.7% | +3.5% | 0.179% | |
7/23/2025 | Fortis Advisors LLC | 345,067 | $17.21M | 11.0% | +0.5% | 0.324% | |
7/23/2025 | Valmark Advisers Inc. | 51,449 | $2.57M | 0.0% | +2.7% | 0.048% | |
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7/23/2025 | Sax Wealth Advisors LLC | 9,762 | $487K | 0.0% | N/A | 0.009% | |
7/23/2025 | Colony Family Offices LLC | 264,000 | $13.16M | 3.4% | -12.7% | 0.248% | |
7/23/2025 | TriaGen Wealth Management LLC | 29,360 | $1.46M | 0.4% | +48.2% | 0.028% | |
7/23/2025 | HTG Investment Advisors Inc. | 87,137 | $4.35M | 1.6% | +13.4% | 0.082% | |
7/23/2025 | Pillar Financial Advisors LLC | 75,674 | $3.77M | 2.6% | +2.5% | 0.071% | |
7/23/2025 | Roberts Wealth Advisors LLC | 199,397 | $9.94M | 2.9% | -26.5% | 0.187% | |
7/22/2025 | Belpointe Asset Management LLC | 26,820 | $1.34M | 0.1% | -19.4% | 0.025% | |
7/22/2025 | Valpey Financial Services LLC | 9,511 | $474K | 0.3% | N/A | 0.009% | |
7/22/2025 | Compass Financial Group INC SD | 16,000 | $798K | 0.1% | +7.1% | 0.015% | |
7/22/2025 | Clarius Group LLC | 304,681 | $15.17M | 0.9% | +0.6% | 0.286% | |
7/22/2025 | Apexium Financial LP | 19,813 | $988K | 0.1% | +113.7% | 0.019% | |
7/21/2025 | Life Planning Partners Inc | 13,976 | $697K | 0.6% | -2.7% | 0.013% | |
7/21/2025 | Ameritas Advisory Services LLC | 4,182 | $209K | 0.0% | -73.0% | 0.004% | |
7/21/2025 | Crews Bank & Trust | 119,863 | $5.98M | 0.9% | +1.8% | 0.112% | |
7/18/2025 | Naples Global Advisors LLC | 29,250 | $1.46M | 0.1% | -17.1% | 0.027% | |
7/18/2025 | GEN Financial Management INC. | 31,068 | $1.55M | 1.3% | N/A | 0.029% | |
7/18/2025 | Mountain Pacific Investment Advisers LLC | 53,988 | $2.69M | 0.2% | -1.0% | 0.051% | |
7/18/2025 | Lowery Thomas LLC | 51,948 | $2.59M | 1.7% | +26.5% | 0.049% | |
7/18/2025 | Truist Financial Corp | 21,881 | $1.09M | 0.0% | N/A | 0.021% | |
7/17/2025 | Eclectic Associates Inc. ADV | 199,468 | $9.95M | 2.2% | +7.9% | 0.187% | |
7/17/2025 | Northwest Wealth Management LLC | 17,110 | $853K | 0.2% | +2.2% | 0.016% | |
7/17/2025 | Janney Montgomery Scott LLC | 13,753 | $686K | 0.0% | +12.1% | 0.013% | |
7/17/2025 | Prepared Retirement Institute LLC | 6,033 | $301K | 0.2% | -7.0% | 0.006% | |
7/17/2025 | GC Wealth Management RIA LLC | 44,807 | $2.23M | 0.2% | +38.4% | 0.042% | |
7/17/2025 | Enclave Advisors LLC | 139,038 | $6.93M | 1.1% | -8.9% | 0.130% | |
7/17/2025 | Alpine Bank Wealth Management | 1,253,578 | $62.51M | 9.4% | +58.8% | 1.177% | |
7/17/2025 | Washington Capital Management Inc. | 10,000 | $499K | 0.4% | N/A | 0.009% | |
7/17/2025 | Applied Capital LLC | 32,124 | $1.60M | 0.7% | +22.8% | 0.030% | |
7/17/2025 | Willow Creek Wealth Management Inc. | 24,324 | $1.21M | 0.1% | -1.5% | 0.023% | |
7/17/2025 | Avior Wealth Management LLC | 30,201 | $1.51M | 0.1% | +4.7% | 0.028% | |
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7/17/2025 | Lakewood Asset Management LLC | 27,391 | $1.37M | 0.9% | +7.4% | 0.026% | |
7/17/2025 | XY Planning Network Inc. | 14,156 | $706K | 0.2% | N/A | 0.013% | |
7/17/2025 | Chatham Capital Group Inc. | 42,955 | $2.14M | 0.3% | +11.2% | 0.040% | |
7/17/2025 | Sage Rhino Capital LLC | 44,727 | $2.23M | 0.5% | -13.1% | 0.042% | |
7/17/2025 | David Kennon Inc | 526,886 | $26.27M | 9.8% | +1.1% | 0.494% | |
7/16/2025 | Gradient Capital Advisors LLC | 12,431 | $620K | 0.2% | -10.0% | 0.012% | |
7/16/2025 | Kathmere Capital Management LLC | 94,167 | $4.70M | 0.4% | -34.2% | 0.088% | |
7/16/2025 | MontVue Capital Management Inc. | 34,640 | $1.73M | 1.2% | -1.2% | 0.033% | |
7/16/2025 | Strategic Investment Solutions Inc. IL | 40,835 | $2.03M | 0.6% | -3.6% | 0.038% | |
7/16/2025 | Fischer Financial Services Inc. | 80,640 | $4.02M | 1.2% | +16.2% | 0.076% | |
7/16/2025 | Global Wealth Management LLC | 570,979 | $28.40M | 15.6% | -3.9% | 0.536% | |
7/16/2025 | Exeter Financial LLC | 13,380 | $667K | 0.3% | +2.1% | 0.013% | |
7/15/2025 | North Star Investment Management Corp. | 1,460 | $73K | 0.0% | +144.1% | 0.001% | |
7/15/2025 | Regatta Capital Group LLC | 19,849 | $990K | 0.2% | -29.3% | 0.019% | |
7/15/2025 | Signal Tree Financial Partners LLC | 36,538 | $1.82M | 1.6% | N/A | 0.034% | |
7/15/2025 | Legacy Solutions LLC | 30,075 | $1.50M | 1.4% | +19.8% | 0.028% | |
7/15/2025 | Evanson Asset Management LLC | 13,440 | $670K | 0.0% | -32.2% | 0.013% | |
7/15/2025 | Financial Management Professionals Inc. | 1,807 | $90K | 0.0% | -18.9% | 0.002% | |
7/15/2025 | Fortitude Family Office LLC | 10,900 | $544K | 0.2% | N/A | 0.010% | |
7/15/2025 | Christensen King & Associates Investment Services Inc. | 9,733 | $485K | 0.2% | +2.5% | 0.009% | |
7/15/2025 | Alpha Omega Wealth Management LLC | 285,864 | $14.26M | 2.6% | +4,415.3% | 0.268% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 53,255 | $2.66M | 0.1% | +2.0% | 0.050% | |
7/11/2025 | First PREMIER Bank | 3,060 | $153K | 0.0% | -11.6% | 0.003% | |
7/11/2025 | Farther Finance Advisors LLC | 10,421 | $520K | 0.0% | -22.7% | 0.010% | |
7/11/2025 | Walker Financial Services Inc. | 55,237 | $2.75M | 1.3% | N/A | 0.052% | |
7/10/2025 | CWC Advisors LLC. | 97,440 | $4.86M | 2.5% | +2.5% | 0.091% | |
7/10/2025 | Websterrogers Financial Advisors LLC | 82,412 | $4.11M | 1.3% | -1.2% | 0.077% | |
7/10/2025 | Cypress Point Wealth Management LLC | 11,873 | $592K | 0.1% | +12.9% | 0.011% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 222,442 | $11.05M | 0.0% | +87.6% | 0.209% | |
7/10/2025 | Focus Financial Network Inc. | 82,758 | $4.13M | 0.2% | +0.9% | 0.078% | |
7/9/2025 | Chesley Taft & Associates LLC | 59,589 | $2.97M | 0.1% | -2.9% | 0.056% | |
7/9/2025 | Market Street Wealth Management Advisors LLC | 12,042 | $600K | 0.1% | +21.0% | 0.011% | |
7/9/2025 | Bulwark Capital Corp | 7,068 | $352K | 0.3% | N/A | 0.007% | |
7/8/2025 | Apella Capital LLC | 165,460 | $8.22M | 0.2% | -4.8% | 0.155% | |
7/7/2025 | Schulz Wealth LTD. | 167,518 | $8.35M | 6.2% | -0.8% | 0.157% | |
7/7/2025 | New Capital Management LP | 10,499 | $524K | 0.1% | -14.7% | 0.010% | |
7/7/2025 | Kings Path Partners LLC | 9,346 | $466K | 0.2% | -42.9% | 0.009% | |
7/7/2025 | Salem Investment Counselors Inc. | 80,941 | $4.04M | 0.1% | +4.8% | 0.076% | |
7/7/2025 | TruWealth Advisors LLC | 245,580 | $12.25M | 0.7% | +17.6% | 0.230% | |
7/2/2025 | HBW Advisory Services LLC | 41,254 | $2.06M | 0.3% | +5.1% | 0.039% | |
5/20/2025 | Belpointe Asset Management LLC | 33,279 | $1.66M | 0.1% | +8.9% | 0.031% | |
5/20/2025 | Focus Partners Wealth | 372,945 | $18.59M | 0.0% | -3.7% | 0.346% | |
5/19/2025 | Jane Street Group LLC | 104,639 | $5.22M | 0.0% | +286.9% | 0.097% | |
5/19/2025 | SageView Advisory Group LLC | 5,095 | $254K | 0.0% | N/A | 0.005% | |
5/16/2025 | McIlrath & Eck LLC | 2,542 | $127K | 0.0% | -8.4% | 0.002% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 119,271 | $5.95M | 0.2% | N/A | 0.111% | |
5/16/2025 | Jones Financial Companies Lllp | 13,835 | $690K | 0.0% | +514.9% | 0.013% | |
5/16/2025 | Aberdeen Wealth Management LLC | 63,423 | $3.16M | 2.2% | -8.2% | 0.059% | |
5/16/2025 | Pacific Center for Financial Services | 971,046 | $48.41M | 12.8% | +7.0% | 0.901% | |
5/16/2025 | NewEdge Advisors LLC | 6,108 | $305K | 0.0% | N/A | 0.006% | |
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5/16/2025 | Integrated Wealth Concepts LLC | 70,503 | $3.52M | 0.0% | +1.5% | 0.065% | |
5/16/2025 | AQR Capital Management LLC | 6,100 | $304K | 0.0% | N/A | 0.006% | |
5/15/2025 | Paragon Private Wealth Management LLC | 43,426 | $2.17M | 1.0% | N/A | 0.040% | |
5/15/2025 | Core Wealth Advisors Inc. | 17,666 | $881K | 0.3% | +2.2% | 0.016% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 16,734 | $834K | 0.0% | -8.8% | 0.016% | |
5/15/2025 | Royal Bank of Canada | 215,864 | $10.76M | 0.0% | +12.3% | 0.200% | |
5/15/2025 | Betterment LLC | 268,160 | $13.37M | 0.0% | -10.4% | 0.249% | |
5/15/2025 | MAI Capital Management | 69,805 | $3.48M | 0.0% | -1.2% | 0.065% | |
5/15/2025 | Brasada Capital Management LP | 9,215 | $456K | 0.1% | +6.0% | 0.009% | |
5/15/2025 | Titleist Asset Management LLC | 132,164 | $6.59M | 0.8% | +5.7% | 0.123% | |