10/22/2025 | Galvin Gaustad & Stein LLC | 239,112 | $11.17M | 0.9% | +1.6% | 0.034% | |
10/22/2025 | CoreCap Advisors LLC | 53,327 | $2.49M | 0.1% | -4.5% | 0.008% | |
10/22/2025 | BCS Wealth Management | 18,922 | $884K | 0.2% | -12.5% | 0.003% | |
10/22/2025 | Gladstone Institutional Advisory LLC | 13,538 | $632K | 0.0% | -12.8% | 0.002% | |
10/22/2025 | Geneos Wealth Management Inc. | 40,993 | $1.92M | 0.0% | +2.1% | 0.006% | |
10/22/2025 | Keystone Wealth Services LLC | 19,883 | $929K | 0.2% | -77.0% | 0.003% | |
10/22/2025 | D.A. Davidson & CO. | 339,713 | $15.87M | 0.1% | +32.1% | 0.048% | |
10/22/2025 | Sofi Wealth LLC | 1,138,863 | $53.20M | 2.9% | -13.7% | 0.161% | |
10/22/2025 | Oregon Pacific Wealth Management LLC | 12,975 | $606K | 0.5% | +25.4% | 0.002% | |
10/22/2025 | Park Place Capital Corp | 54,024 | $2.52M | 0.5% | +742.4% | 0.008% | |
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10/22/2025 | Daymark Wealth Partners LLC | 33,619 | $1.57M | 0.1% | -3.9% | 0.005% | |
10/22/2025 | Commonwealth Equity Services LLC | 3,110,980 | $145.31M | 0.2% | -3.5% | 0.439% | |
10/22/2025 | Semus Wealth Partners LLC | 15,052 | $703K | 0.4% | -16.8% | 0.002% | |
10/22/2025 | Endeavor Private Wealth Inc. | 291,083 | $13.60M | 4.2% | +5.2% | 0.041% | |
10/21/2025 | Western Financial Corp CA | 11,584 | $541K | 0.2% | -1.8% | 0.002% | |
10/21/2025 | SC&H Financial Advisors Inc. | 7,696 | $359K | 0.1% | N/A | 0.001% | |
10/21/2025 | Armor Investment Advisors LLC | 263,381 | $12.30M | 3.9% | N/A | 0.037% | |
10/21/2025 | Saxony Capital Management LLC | 7,881 | $368K | 0.2% | -94.7% | 0.001% | |
10/21/2025 | Global Retirement Partners LLC | 360,855 | $16.86M | 0.4% | -2.2% | 0.051% | |
10/21/2025 | SigFig Wealth Management LLC | 4,424,772 | $206.68M | 6.4% | +7.4% | 0.621% | |
10/21/2025 | Lifelong Wealth Advisors Inc. | 83,934 | $3.92M | 1.2% | +3.1% | 0.012% | |
10/21/2025 | MN Wealth Advisors LLC | 23,970 | $1.12M | 0.6% | -8.8% | 0.003% | |
10/21/2025 | BOS Asset Management LLC | 79,819 | $3.73M | 1.1% | +4.6% | 0.011% | |
10/21/2025 | ETF Portfolio Partners Inc. | 25,479 | $1.19M | 0.3% | +2.4% | 0.004% | |
10/21/2025 | Morris Financial Concepts Inc. | 21,681 | $1.01M | 0.4% | +4.7% | 0.003% | |
10/21/2025 | Quattro Financial Advisors LLC | 151,732 | $7.09M | 2.2% | -2.9% | 0.021% | |
10/21/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 43,610 | $2.04M | 0.1% | N/A | 0.006% | |
10/21/2025 | Brookwood Investment Group LLC | 19,749 | $922K | 0.1% | +8.4% | 0.003% | |
10/21/2025 | Summit Wealth Partners LLC | 277,147 | $12.95M | 2.3% | +11.0% | 0.039% | |
10/21/2025 | Riverbend Wealth Management LLC | 6,357 | $297K | 0.2% | +26.0% | 0.001% | |
10/21/2025 | SteelPeak Wealth LLC | 1,073,085 | $50.12M | 1.7% | -10.6% | 0.151% | |
10/21/2025 | Silver Oak Securities Incorporated | 4,773 | $223K | 0.0% | +361.2% | 0.001% | |
10/21/2025 | PUREfi Wealth LLC | 7,507 | $351K | 0.3% | -22.4% | 0.001% | |
10/21/2025 | Global Financial Private Client LLC | 7,594 | $355K | 0.1% | -17.9% | 0.001% | |
10/21/2025 | Golden State Equity Partners | 49,952 | $2.33M | 0.4% | +1.1% | 0.007% | |
10/21/2025 | Cantor Fitzgerald Investment Advisors L.P. | 16,888 | $789K | 0.1% | -6.5% | 0.002% | |
10/21/2025 | Mather Group LLC. | 12,034 | $562K | 0.0% | -24.3% | 0.002% | |
10/20/2025 | XML Financial LLC | 4,329 | $202K | 0.0% | N/A | 0.001% | |
10/20/2025 | Northwest Capital Management Inc | 8,280 | $387K | 0.4% | -72.8% | 0.001% | |
10/20/2025 | Quest 10 Wealth Builders Inc. | 1,923 | $90K | 0.1% | +31.0% | 0.000% | |
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10/20/2025 | Shira Ridge Wealth Management | 85,345 | $3.99M | 1.7% | -5.6% | 0.012% | |
10/20/2025 | Balance Wealth LLC | 51,724 | $2.42M | 0.6% | -7.2% | 0.007% | |
10/20/2025 | Accurate Wealth Management LLC | 19,828 | $930K | 0.1% | +72.8% | 0.003% | |
10/20/2025 | Miracle Mile Advisors LLC | 753,685 | $35.21M | 0.5% | +0.5% | 0.106% | |
10/20/2025 | JB Capital LLC | 2,525,959 | $117.99M | 5.1% | -15.1% | 0.355% | |
10/20/2025 | Merit Financial Group LLC | 312,533 | $14.60M | 0.1% | -11.8% | 0.044% | |
10/20/2025 | OMNI 360 Wealth Inc. | 34,280 | $1.60M | 0.9% | -7.0% | 0.005% | |
10/20/2025 | Sax Wealth Advisors LLC | 160,235 | $7.49M | 0.4% | -5.4% | 0.022% | |
10/20/2025 | Forefront Wealth Partners LLC | 60,529 | $2.83M | 0.7% | -8.2% | 0.008% | |
10/20/2025 | Ascent Group LLC | 17,514 | $818K | 0.0% | -19.1% | 0.002% | |
10/20/2025 | Klaas Financial Asset Advisors LLC | 30,138 | $1.41M | 0.2% | +9.1% | 0.004% | |
10/20/2025 | Wells Financial Advisors INC | 15,900 | $743K | 1.0% | -3.9% | 0.002% | |
10/20/2025 | Continuum Advisory LLC | 73,363 | $3.43M | 0.4% | +6.1% | 0.010% | |
10/17/2025 | Austin Private Wealth LLC | 465,701 | $21.75M | 1.6% | -32.2% | 0.066% | |
10/17/2025 | Range Financial Group LLC | 34,114 | $1.59M | 0.6% | +6.9% | 0.005% | |
10/17/2025 | FFG Retirement Advisors LLC | 172,016 | $8.04M | 5.0% | -10.8% | 0.024% | |
10/17/2025 | Retireful LLC | 29,513 | $1.38M | 1.3% | N/A | 0.004% | |
10/17/2025 | 5T Wealth LLC | 353,327 | $16.50M | 7.2% | +4.5% | 0.050% | |
10/17/2025 | Valley National Advisers Inc. | 137,995 | $6.45M | 1.0% | +2.9% | 0.019% | |
10/17/2025 | Perigon Wealth Management LLC | 582,778 | $27.22M | 0.6% | -0.2% | 0.082% | |
10/17/2025 | Client 1ST Advisory Group LLC | 177,333 | $8.28M | 2.7% | +2.8% | 0.025% | |
10/17/2025 | Sowell Financial Services LLC | 21,096 | $985K | 0.0% | +2.7% | 0.003% | |
10/17/2025 | Ehrlich Financial Group | 4,307 | $201K | 0.1% | N/A | 0.001% | |
10/17/2025 | Sovereign Financial Group Inc. | 57,466 | $2.68M | 0.5% | -18.4% | 0.008% | |
10/17/2025 | Mayflower Financial Advisors LLC | 171,992 | $8.03M | 0.8% | -13.4% | 0.024% | |
10/17/2025 | Alterna Wealth Management Inc. | 72,172 | $3.37M | 2.8% | +8.3% | 0.010% | |
10/17/2025 | Apella Capital LLC | 662,537 | $31.16M | 0.7% | +28.1% | 0.093% | |
10/17/2025 | Apollon Wealth Management LLC | 199,770 | $9.33M | 0.2% | +3.2% | 0.028% | |
10/16/2025 | 180 Wealth Advisors LLC | 5,907 | $276K | 0.0% | -13.0% | 0.001% | |
10/16/2025 | Columbus Macro LLC | 44,873 | $2.10M | 0.2% | -35.4% | 0.006% | |
10/16/2025 | Hoese & Co LLP | 131,867 | $6.16M | 4.7% | -5.5% | 0.019% | |
10/16/2025 | Lockerman Financial Group Inc. | 10,781 | $504K | 0.6% | -11.1% | 0.002% | |
10/16/2025 | Fulton Breakefield Broenniman LLC | 6,476 | $302K | 0.0% | -48.0% | 0.001% | |
10/16/2025 | City State Bank | 9,286 | $434K | 0.1% | -14.4% | 0.001% | |
10/16/2025 | Silverleafe Capital Partners LLC | 34,078 | $1.59M | 0.5% | -0.9% | 0.005% | |
10/16/2025 | HBK Sorce Advisory LLC | 94,456 | $4.41M | 0.1% | N/A | 0.013% | |
10/16/2025 | DecisionMap Wealth Management LLC | 4,734 | $221K | 0.1% | -8.3% | 0.001% | |
10/16/2025 | Syntegra Private Wealth Group LLC | 6,576 | $307K | 0.0% | -23.0% | 0.001% | |
10/16/2025 | Precision Wealth Strategies LLC | 7,762 | $363K | 0.1% | -9.3% | 0.001% | |
10/16/2025 | Blue Trust Inc. | 551,435 | $25.76M | 0.3% | -27.9% | 0.078% | |
10/16/2025 | Horst & Graben Wealth Management LLC | 546,080 | $25.51M | 3.9% | -19.0% | 0.077% | |
10/16/2025 | Randall & Associates Wealth Management | 135,453 | $6.33M | 4.6% | +23.8% | 0.019% | |
10/16/2025 | BCU Wealth Advisors LLC | 126,342 | $5.90M | 2.4% | -17.2% | 0.018% | |
10/15/2025 | TrueWealth Advisors LLC | 10,780 | $504K | 0.1% | -9.3% | 0.002% | |
10/15/2025 | CWM LLC | 17,108,743 | $799.15M | 2.4% | -1.5% | 2.415% | |
10/15/2025 | Independent Wealth Network Inc. | 4,912 | $229K | 0.1% | N/A | 0.001% | |
10/15/2025 | JGP Wealth Management LLC | 4,408 | $206K | 0.0% | N/A | 0.001% | |
10/15/2025 | FLP Wealth Management LLC | 1,168 | $55K | 0.1% | -85.5% | 0.000% | |
10/15/2025 | World Investment Advisors | 235,882 | $11.02M | 0.2% | -0.7% | 0.033% | |
10/15/2025 | Brookstone Capital Management | 500,993 | $23.40M | 0.3% | -7.5% | 0.071% | |
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10/15/2025 | Triangle Securities Wealth Management | 190,931 | $8.92M | 2.0% | +1.5% | 0.027% | |
10/15/2025 | Private Trust Co. NA | 46,346 | $2.17M | 0.2% | -3.9% | 0.007% | |
10/15/2025 | Stanich Group LLC | 12,532 | $585K | 0.4% | N/A | 0.002% | |
10/15/2025 | Cypress Wealth Services LLC | 141,959 | $6.63M | 1.1% | -12.9% | 0.020% | |
10/15/2025 | DAVENPORT & Co LLC | 42,728 | $2.00M | 0.0% | -5.3% | 0.006% | |
10/15/2025 | Kelly Financial Services LLC | 29,565 | $1.38M | 0.4% | -6.9% | 0.004% | |
10/14/2025 | Apeiron RIA LLC | 226,797 | $10.62M | 2.4% | -5.3% | 0.032% | |
10/14/2025 | Able Wealth Management LLC | 63,403 | $2.96M | 1.1% | +18.6% | 0.009% | |
10/14/2025 | Stash Investments LLC | 870,082 | $40.64M | 17.5% | +8.6% | 0.123% | |
10/14/2025 | Farther Finance Advisors LLC | 1,537,501 | $71.82M | 1.1% | -38.2% | 0.217% | |