8/1/2025 | Envestnet Asset Management Inc. | 688,104 | $74.56M | 0.0% | -1.3% | 7.955% | |
7/30/2025 | Strategic Blueprint LLC | 3,065 | $332K | 0.0% | -7.3% | 0.035% | |
7/30/2025 | Brookstone Capital Management | 18,312 | $1.98M | 0.0% | -6.8% | 0.212% | |
7/29/2025 | Stratos Wealth Partners LTD. | 7,687 | $833K | 0.0% | -3.4% | 0.089% | |
7/29/2025 | Angeles Wealth Management LLC | 567 | $61K | 0.0% | N/A | 0.007% | |
7/29/2025 | Horst & Graben Wealth Management LLC | 2,152 | $233K | 0.0% | N/A | 0.025% | |
7/28/2025 | WealthPlan Investment Management LLC | 6,480 | $702K | 0.1% | N/A | 0.075% | |
7/28/2025 | Harbour Investments Inc. | 267 | $29K | 0.0% | -50.0% | 0.003% | |
7/25/2025 | MGO One Seven LLC | 9,588 | $1.04M | 0.0% | -14.0% | 0.111% | |
7/25/2025 | CWM LLC | 850 | $92K | 0.0% | +22.5% | 0.010% | |
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7/24/2025 | Robertson Stephens Wealth Management LLC | 63,663 | $6.90M | 0.2% | -2.2% | 0.736% | |
7/23/2025 | Sax Wealth Advisors LLC | 24,945 | $2.70M | 0.2% | -4.3% | 0.288% | |
7/23/2025 | Friedenthal Financial | 7,880 | $854K | 0.5% | -44.9% | 0.091% | |
7/23/2025 | Bluestem Financial Advisors LLC | 49,563 | $5.37M | 2.3% | -4.6% | 0.573% | |
7/22/2025 | Relyea Zuckerberg Hanson LLC | 4,719 | $511K | 0.1% | N/A | 0.055% | |
7/22/2025 | Duncan Williams Asset Management LLC | 19,372 | $2.10M | 0.3% | N/A | 0.224% | |
7/22/2025 | Kickstand Ventures LLC. | 19,372 | $2.10M | 0.5% | -7.3% | 0.224% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 7,538 | $817K | 0.0% | +11.6% | 0.087% | |
7/22/2025 | Apexium Financial LP | 4,509 | $489K | 0.0% | +34.8% | 0.052% | |
7/21/2025 | Triad Wealth Partners LLC | 2,050 | $222K | 0.0% | N/A | 0.024% | |
7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 80,013 | $8.67M | 0.1% | -2.2% | 0.925% | |
7/17/2025 | One Wealth Advisors LLC | 64,996 | $7.04M | 1.0% | -7.4% | 0.751% | |
7/16/2025 | Perigon Wealth Management LLC | 5,622 | $609K | 0.0% | -5.5% | 0.065% | |
7/15/2025 | Mather Group LLC. | 17,252 | $1.87M | 0.0% | +5.1% | 0.199% | |
7/15/2025 | RVW Wealth LLC | 5,632 | $610K | 0.1% | +81.0% | 0.065% | |
7/15/2025 | IMS Capital Management | 7,213 | $782K | 0.4% | N/A | 0.083% | |
7/14/2025 | Foster Group Inc. | 3,495 | $379K | 0.0% | +6.4% | 0.040% | |
7/14/2025 | Park Avenue Securities LLC | 7,031 | $762K | 0.0% | +2.6% | 0.081% | |
7/11/2025 | Bond & Devick Financial Network Inc. | 13,229 | $1.43M | 0.5% | +5.4% | 0.153% | |
7/11/2025 | Ridgeline Wealth LLC | 2,560 | $277K | 0.2% | -10.7% | 0.030% | |
7/11/2025 | Farther Finance Advisors LLC | 13,927 | $1.51M | 0.0% | -8.1% | 0.161% | |
7/11/2025 | My Legacy Advisors LLC | 9,025 | $990K | 0.4% | -2.9% | 0.104% | |
7/11/2025 | Diversified Trust Co | 2,561 | $277K | 0.0% | -17.0% | 0.030% | |
7/10/2025 | Orgel Wealth Management LLC | 13,770 | $1.49M | 0.0% | +3.9% | 0.159% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 4,205 | $456K | 0.1% | +7.3% | 0.049% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 241,388 | $26.43M | 0.0% | +0.5% | 2.791% | |
7/10/2025 | SK Wealth Management LLC | 43,736 | $4.78M | 2.1% | +2.2% | 0.506% | |
7/9/2025 | Affinity Capital Advisors LLC | 10,581 | $1.15M | 0.2% | -2.7% | 0.122% | |
7/9/2025 | Fragasso Financial Advisors Inc | 4,620 | $501K | 0.0% | +9.8% | 0.053% | |
7/9/2025 | Beacon Financial Group | 5,443 | $590K | 0.1% | -6.3% | 0.063% | |
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6/27/2025 | Goldman Sachs Group Inc. | 34,400 | $3.30M | 0.0% | -15.2% | 0.391% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 15,765 | $1.51M | 0.1% | -0.6% | 0.179% | |
5/16/2025 | Goldman Sachs Group Inc. | 34,400 | $3.30M | 0.0% | -15.2% | 0.391% | |
5/16/2025 | Jones Financial Companies Lllp | 3,865 | $370K | 0.0% | +253.6% | 0.044% | |
5/16/2025 | Integrated Wealth Concepts LLC | 43,700 | $4.19M | 0.0% | -3.3% | 0.497% | |
5/15/2025 | Obsido Oy | 11,315 | $1.08M | 0.9% | N/A | 0.129% | |
5/15/2025 | Royal Bank of Canada | 350,504 | $33.58M | 0.0% | +0.5% | 3.983% | |
5/15/2025 | Clarity Asset Management Inc. | 1,475 | $141K | 0.1% | +17.2% | 0.017% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 22,725 | $2.18M | 0.0% | +9.7% | 0.258% | |
5/14/2025 | Sax Wealth Advisors LLC | 26,063 | $2.50M | 0.2% | -7.6% | 0.296% | |
5/14/2025 | Flow Traders U.S. LLC | 15,568 | $1.49M | 0.1% | N/A | 0.177% | |
5/13/2025 | Aptus Capital Advisors LLC | 42,520 | $4.07M | 0.0% | -2.3% | 0.483% | |
5/13/2025 | EverSource Wealth Advisors LLC | 4,551 | $436K | 0.0% | -8.4% | 0.052% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 696 | $67K | 0.1% | N/A | 0.008% | |
5/13/2025 | Elevation Capital Advisory LLC | 2,250 | $216K | 0.1% | N/A | 0.026% | |
5/12/2025 | SouthState Corp | 5,921 | $567K | 0.0% | N/A | 0.067% | |
5/9/2025 | Kickstand Ventures LLC. | 20,904 | $2.00M | 0.5% | +9.4% | 0.238% | |
5/8/2025 | RVW Wealth LLC | 3,112 | $298K | 0.0% | N/A | 0.035% | |
5/7/2025 | LPL Financial LLC | 22,016 | $2.11M | 0.0% | -6.5% | 0.250% | |
5/7/2025 | HB Wealth Management LLC | 6,095 | $584K | 0.0% | +97.0% | 0.069% | |
5/6/2025 | Cetera Investment Advisers | 4,508 | $432K | 0.0% | -14.8% | 0.051% | |
5/6/2025 | One Wealth Advisors LLC | 70,164 | $6.72M | 1.0% | -14.5% | 0.797% | |
5/5/2025 | Bluestem Financial Advisors LLC | 51,973 | $4.98M | 2.3% | +0.2% | 0.591% | |
5/5/2025 | Wealth Alliance LLC | 6,388 | $612K | 0.1% | -3.2% | 0.073% | |
5/5/2025 | SNS Financial Group LLC | 10,910 | $1.05M | 0.1% | -1.1% | 0.124% | |
5/5/2025 | Csenge Advisory Group | 8,898 | $810K | 0.0% | -7.5% | 0.101% | |
5/5/2025 | Private Advisor Group LLC | 5,646 | $541K | 0.0% | -35.1% | 0.064% | |
5/5/2025 | Nwam LLC | 2,436 | $233K | 0.0% | -21.3% | 0.028% | |
5/2/2025 | Mayflower Financial Advisors LLC | 3,222 | $309K | 0.0% | -15.5% | 0.037% | |
5/2/2025 | Shared Vision Wealth Group LLC | 4,490 | $430K | 0.2% | -11.9% | 0.051% | |
5/2/2025 | Landaas & Co. WI ADV | 3,154 | $302K | 0.1% | N/A | 0.036% | |
5/2/2025 | Firestone Capital Management | 2,811 | $269K | 0.1% | -3.8% | 0.032% | |
5/1/2025 | CWM LLC | 694 | $66K | 0.0% | +143.5% | 0.008% | |
5/1/2025 | Omega Financial Group LLC | 22,215 | $2.13M | 0.8% | +8.5% | 0.252% | |
4/30/2025 | Allworth Financial LP | 188,350 | $17.72M | 0.1% | +0.9% | 2.140% | |
4/30/2025 | Stratos Wealth Partners LTD. | 7,958 | $762K | 0.0% | -12.8% | 0.090% | |
4/30/2025 | Vested Financial Planning LLC | 3,940 | $378K | 0.4% | -23.8% | 0.045% | |
4/29/2025 | Envestnet Asset Management Inc. | 696,901 | $66.77M | 0.0% | -14.6% | 7.919% | |
4/29/2025 | Novare Capital Management LLC | 3,885 | $372K | 0.0% | -5.0% | 0.044% | |
4/29/2025 | Brookstone Capital Management | 19,640 | $1.88M | 0.0% | -12.9% | 0.223% | |
4/29/2025 | OneDigital Investment Advisors LLC | 87,058 | $8.34M | 0.1% | +3.5% | 0.989% | |
4/29/2025 | Values Added Financial LLC | 15,516 | $1.49M | 0.8% | +2.6% | 0.176% | |
4/28/2025 | Principal Financial Group Inc. | 91,294 | $8.75M | 0.0% | -17.8% | 1.037% | |
4/25/2025 | Mather Group LLC. | 16,415 | $1.57M | 0.0% | -4.9% | 0.187% | |
4/24/2025 | Diversified Trust Co | 3,085 | $296K | 0.0% | -9.7% | 0.035% | |
4/23/2025 | Perigon Wealth Management LLC | 5,947 | $570K | 0.0% | N/A | 0.068% | |
4/23/2025 | Balance Wealth LLC | 3,941 | $378K | 0.2% | N/A | 0.045% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 19,474 | $1.87M | 0.4% | +8.7% | 0.221% | |
4/22/2025 | Veridan Wealth LLC | 3,203 | $307K | 0.1% | -16.9% | 0.036% | |
4/22/2025 | SK Wealth Management LLC | 42,775 | $3.80M | 2.0% | +1.6% | 0.486% | |
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4/22/2025 | PFG Investments LLC | 4,798 | $460K | 0.0% | +18.2% | 0.055% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 65,107 | $6.24M | 0.2% | +8.4% | 0.740% | |
4/17/2025 | Affinity Capital Advisors LLC | 10,870 | $1.00M | 0.2% | +53.3% | 0.124% | |
4/17/2025 | Cliftonlarsonallen Wealth Advisors LLC | 81,786 | $7.84M | 0.1% | +14.3% | 0.929% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 240,183 | $23.01M | 0.0% | +2.5% | 2.729% | |
4/15/2025 | My Legacy Advisors LLC | 9,296 | $891K | 0.3% | -6.5% | 0.106% | |
4/15/2025 | Orgel Wealth Management LLC | 13,256 | $1.27M | 0.0% | +14.6% | 0.151% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 6,752 | $647K | 0.0% | +21.5% | 0.077% | |
4/14/2025 | Farther Finance Advisors LLC | 15,149 | $1.46M | 0.0% | -6.9% | 0.172% | |
4/11/2025 | Ridgeline Wealth LLC | 2,866 | $275K | 0.2% | -14.4% | 0.032% | |