8/13/2025 | VestGen Advisors LLC | 362,645 | $7.14M | 0.3% | +5.9% | 0.187% | |
8/13/2025 | Lido Advisors LLC | 49,557,795 | $973.81M | 3.8% | +70.0% | 25.512% | |
8/13/2025 | Denver Wealth Management Inc. | 12,967 | $255K | 0.1% | -38.0% | 0.007% | |
8/13/2025 | Colonial Trust Advisors | 242,656 | $4.77M | 0.4% | +11.3% | 0.125% | |
8/13/2025 | Level Four Advisory Services LLC | 67,105 | $1.32M | 0.0% | N/A | 0.035% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 127,781 | $2.51M | 0.0% | +9.7% | 0.066% | |
8/13/2025 | Vermillion & White Wealth Management Group LLC | 35,349 | $695K | 0.5% | -27.5% | 0.018% | |
8/13/2025 | Farnam Financial LLC | 189,438 | $3.72M | 3.3% | +20.3% | 0.098% | |
8/12/2025 | J.W. Cole Advisors Inc. | 102,579 | $2.02M | 0.0% | +1.2% | 0.053% | |
8/12/2025 | Richmond Investment Services LLC | 132,734 | $2.61M | 0.6% | +136.9% | 0.068% | |
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8/12/2025 | Laurel Wealth Advisors LLC | 5,142,382 | $101.05M | 0.1% | +1,914.2% | 2.647% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 86,194 | $1.69M | 0.0% | -37.8% | 0.044% | |
8/12/2025 | MAI Capital Management | 2,410,055 | $47.36M | 0.3% | +5.4% | 1.241% | |
8/12/2025 | YANKCOM Partnership | 46,113 | $906K | 0.4% | +3.4% | 0.024% | |
8/12/2025 | JPMorgan Chase & Co. | 231,231 | $4.54M | 0.0% | -32.3% | 0.119% | |
8/12/2025 | Wealth Advisors of Iowa LLC | 14,629 | $287K | 0.1% | +14.1% | 0.008% | |
8/11/2025 | Aspen Investment Management Inc | 193,320 | $3.80M | 1.6% | +14.6% | 0.100% | |
8/11/2025 | Cordatus Wealth Management LLC | 19,653 | $386K | 0.1% | +22.9% | 0.010% | |
8/11/2025 | Pinnacle Financial Group LLC IL | 179,761 | $3.53M | 1.2% | +10.9% | 0.093% | |
8/8/2025 | Avantax Advisory Services Inc. | 137,240 | $2.70M | 0.0% | -14.9% | 0.071% | |
8/8/2025 | ProVise Management Group LLC | 218,666 | $4.30M | 0.3% | +6.0% | 0.113% | |
8/8/2025 | Cetera Investment Advisers | 227,043 | $4.46M | 0.0% | +17.7% | 0.117% | |
8/8/2025 | Creative Planning | 153,256 | $3.01M | 0.0% | -4.4% | 0.079% | |
8/8/2025 | Financial Life Planners | 20,731 | $407K | 0.3% | +6.5% | 0.011% | |
8/8/2025 | Good Life Advisors LLC | 62,695 | $1.23M | 0.1% | -20.5% | 0.032% | |
8/8/2025 | IMA Advisory Services Inc. | 14,719 | $289K | 0.0% | -26.3% | 0.008% | |
8/7/2025 | Montag A & Associates Inc. | 102,320 | $2.01M | 0.1% | -18.4% | 0.053% | |
8/7/2025 | 49 Wealth Management LLC | 944,028 | $18.55M | 1.9% | -11.6% | 0.486% | |
8/7/2025 | Addison Advisors LLC | 122,772 | $2.41M | 0.6% | -44.4% | 0.063% | |
8/7/2025 | Davis R M Inc. | 1,617,265 | $31.78M | 0.6% | +3.2% | 0.833% | |
8/7/2025 | SFE Investment Counsel | 245,436 | $4.82M | 0.8% | +14.0% | 0.126% | |
8/7/2025 | Midwest Trust Co | 18,950 | $372K | 0.0% | N/A | 0.010% | |
8/6/2025 | Prospera Financial Services Inc | 137,394 | $2.70M | 0.1% | +5.4% | 0.071% | |
8/6/2025 | Savant Capital LLC | 17,885 | $351K | 0.0% | +3.2% | 0.009% | |
8/6/2025 | Souders Financial Advisors | 266,894 | $5.24M | 0.7% | +4.1% | 0.137% | |
8/6/2025 | Atlantic Union Bankshares Corp | 901,386 | $17.71M | 0.4% | +6.8% | 0.464% | |
8/6/2025 | First Horizon Advisors Inc. | 17,535 | $345K | 0.0% | -4.6% | 0.009% | |
8/6/2025 | SNS Financial Group LLC | 1,675,353 | $32.92M | 3.1% | +5.7% | 0.862% | |
8/6/2025 | RFG Bristol Wealth Advisors LLC | 32,841 | $645K | 0.2% | +135.0% | 0.017% | |
8/5/2025 | Blue Barn Wealth LLC | 116,613 | $2.29M | 1.1% | +0.5% | 0.060% | |
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8/5/2025 | Ellevest Inc. | 115,980 | $2.28M | 0.4% | +1.6% | 0.060% | |
8/5/2025 | Claro Advisors LLC | 11,992 | $236K | 0.0% | N/A | 0.006% | |
8/5/2025 | Key Financial Inc | 67,181 | $1.32M | 0.3% | +7.9% | 0.035% | |
8/5/2025 | Pacific Wealth Strategies Group Inc. | 86,619 | $1.70M | 1.1% | +277.0% | 0.045% | |
8/5/2025 | Sigma Planning Corp | 64,421 | $1.27M | 0.0% | +10.9% | 0.033% | |
8/5/2025 | American Institute for Advanced Investment Management LLP | 40,461 | $795K | 0.5% | +11.1% | 0.021% | |
8/5/2025 | Hills Bank & Trust Co | 2,415,100 | $47.46M | 3.0% | +0.3% | 1.243% | |
8/5/2025 | Summit Investment Advisory Services LLC | 428,670 | $8.42M | 7.1% | N/A | 0.221% | |
8/4/2025 | AlphaStar Capital Management LLC | 168,329 | $3.31M | 0.2% | +27.4% | 0.087% | |
8/4/2025 | ArborFi Advisors LLC | 62,785 | $1.23M | 1.1% | +2.1% | 0.032% | |
8/4/2025 | Atria Investments Inc | 145,721 | $2.86M | 0.0% | -0.8% | 0.075% | |
8/4/2025 | Savvy Advisors Inc. | 44,181 | $868K | 0.1% | N/A | 0.023% | |
8/4/2025 | Arkadios Wealth Advisors | 42,289 | $831K | 0.0% | +21.8% | 0.022% | |
8/4/2025 | Migdal Insurance & Financial Holdings Ltd. | 50,773 | $998K | 0.0% | +17.7% | 0.026% | |
8/1/2025 | Redmond Asset Management LLC | 63,067 | $1.24M | 0.3% | +7.0% | 0.033% | |
8/1/2025 | Clark Asset Management LLC | 749,951 | $14.74M | 2.0% | +23.1% | 0.388% | |
8/1/2025 | GPM Growth Investors Inc. | 437,196 | $8.59M | 3.4% | +4.0% | 0.226% | |
8/1/2025 | Koss Olinger Consulting LLC | 35,068 | $689K | 0.1% | -12.0% | 0.018% | |
8/1/2025 | First Command Advisory Services Inc. | 61,306 | $1.21M | 0.0% | +18.8% | 0.032% | |
8/1/2025 | Envestnet Asset Management Inc. | 709,191 | $13.94M | 0.0% | +4.2% | 0.367% | |
7/31/2025 | Optimum Investment Advisors | 9,300 | $183K | 0.1% | +210.0% | 0.005% | |
7/31/2025 | Insight Wealth Partners LLC | 46,712 | $918K | 0.4% | +4.5% | 0.024% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 23,330 | $458K | 0.2% | N/A | 0.012% | |
7/31/2025 | Carnegie Investment Counsel | 336,298 | $6.61M | 0.1% | +3.3% | 0.174% | |
7/30/2025 | OLD Point Trust & Financial Services N A | 52,951 | $1.04M | 0.4% | +3.9% | 0.027% | |
7/30/2025 | Cookson Peirce & Co. Inc. | 508,564 | $9.99M | 0.4% | +1.0% | 0.263% | |
7/30/2025 | Brookstone Capital Management | 1,452,466 | $28.54M | 0.4% | -5.2% | 0.752% | |
7/29/2025 | Stephens Inc. AR | 90,083 | $1.77M | 0.0% | -6.7% | 0.047% | |
7/29/2025 | Wingate Wealth Advisors Inc. | 69,422 | $1.36M | 1.2% | +4.7% | 0.036% | |
7/29/2025 | Novare Capital Management LLC | 174,068 | $3.42M | 0.3% | +4.5% | 0.090% | |
7/29/2025 | Manchester Financial Inc. | 27,952 | $549K | 0.1% | -98.9% | 0.014% | |
7/29/2025 | Carmel Capital Partners LLC | 301,243 | $5.92M | 2.1% | +6.9% | 0.156% | |
7/29/2025 | Private Trust Co. NA | 8,320 | $163K | 0.0% | +9.0% | 0.004% | |
7/29/2025 | Straight Path Wealth Management | 439,526 | $8.64M | 2.9% | +10.8% | 0.227% | |
7/29/2025 | Angeles Wealth Management LLC | 1,973 | $39K | 0.0% | N/A | 0.001% | |
7/29/2025 | Semitam Bonam LLC | 80,055 | $1.57M | 1.5% | N/A | 0.041% | |
7/28/2025 | Tlwm | 1,159,357 | $22.78M | 4.3% | +1.0% | 0.600% | |
7/28/2025 | Harbour Investments Inc. | 67,311 | $1.32M | 0.0% | +2.2% | 0.035% | |
7/28/2025 | Brown Financial Advisory | 21,549 | $423K | 0.2% | +40.2% | 0.011% | |
7/28/2025 | Cypress Wealth Services LLC | 47,368 | $931K | 0.2% | -1.5% | 0.025% | |
7/25/2025 | Verdence Capital Advisors LLC | 20,300 | $399K | 0.0% | +7.8% | 0.011% | |
7/25/2025 | Atria Wealth Solutions Inc. | 251,093 | $4.93M | 0.1% | -8.9% | 0.132% | |
7/25/2025 | Astoria Portfolio Advisors LLC. | 51,503 | $1.01M | 0.3% | -24.0% | 0.027% | |
7/25/2025 | MGO One Seven LLC | 262,997 | $5.17M | 0.2% | +10.4% | 0.138% | |
7/25/2025 | G2 Capital Management LLC OH | 82,907 | $1.63M | 0.5% | +1.1% | 0.043% | |
7/25/2025 | CWM LLC | 80,878 | $1.59M | 0.0% | +0.9% | 0.042% | |
7/25/2025 | Hobbs Group Advisors LLC | 47,454 | $932K | 0.3% | -13.7% | 0.025% | |
7/24/2025 | Eastern Bank | 22,125 | $435K | 0.0% | -73.0% | 0.012% | |
7/24/2025 | First Fiduciary Investment Counsel Inc. | 40,067 | $787K | 0.2% | +2.2% | 0.021% | |
7/24/2025 | Fourpath Capital Management LLC | 15,758 | $310K | 0.0% | +55.8% | 0.008% | |
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7/24/2025 | Coordinated Financial Services Inc. | 52,410 | $1.03M | 0.7% | N/A | 0.027% | |
7/24/2025 | Vantage Point Financial LLC | 54,796 | $1.08M | 0.5% | -1.4% | 0.029% | |
7/24/2025 | IFP Advisors Inc | 7,265 | $143K | 0.0% | +7.9% | 0.004% | |
7/24/2025 | TFR Capital LLC. | 102,039 | $2.01M | 0.7% | +10.1% | 0.054% | |
7/24/2025 | Leo Wealth LLC | 72,014 | $1.42M | 0.1% | +610.1% | 0.038% | |
7/24/2025 | McElhenny Sheffield Capital Management LLC | 7,400 | $145K | 0.0% | N/A | 0.004% | |
7/23/2025 | Opulen Financial Group LLC | 105,069 | $2.07M | 1.7% | +5.7% | 0.055% | |
7/23/2025 | Sax Wealth Advisors LLC | 38,145 | $750K | 0.0% | +35.7% | 0.020% | |
7/23/2025 | BankPlus Trust Department | 28,179 | $554K | 0.2% | +96.8% | 0.015% | |
7/23/2025 | True Vision MN LLC | 33,142 | $651K | 0.4% | -4.1% | 0.017% | |