8/1/2025 | Reliant Investment Partners LLC | 13,217 | $1.19M | 1.0% | -2.0% | 0.036% | |
8/1/2025 | Wealth Watch Advisors INC | 6,156 | $555K | 0.3% | +13.5% | 0.017% | |
8/1/2025 | Brookwood Investment Group LLC | 4,419 | $398K | 0.1% | N/A | 0.012% | |
8/1/2025 | Envestnet Asset Management Inc. | 853,225 | $76.94M | 0.0% | +36.6% | 2.328% | |
7/31/2025 | Wealthfront Advisers LLC | 37,509 | $3.38M | 0.0% | -3.9% | 0.103% | |
7/31/2025 | Brighton Jones LLC | 2,865 | $258K | 0.0% | N/A | 0.008% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 2,477 | $223K | 0.0% | N/A | 0.007% | |
7/31/2025 | Hobart Private Capital LLC | 52,637 | $4.75M | 1.1% | +20.4% | 0.144% | |
7/31/2025 | Ranch Capital Advisors Inc. | 41,595 | $3.75M | 1.6% | +6.0% | 0.114% | |
7/30/2025 | Prosperity Financial Group Inc. | 32,195 | $2.90M | 1.2% | +2.3% | 0.088% | |
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7/30/2025 | BlueChip Wealth Advisors LLC | 49,416 | $4.46M | 1.8% | +2.4% | 0.135% | |
7/30/2025 | D.A. Davidson & CO. | 209,710 | $18.91M | 0.1% | +0.6% | 0.574% | |
7/30/2025 | Mid American Wealth Advisory Group Inc. | 6,307 | $569K | 0.3% | +73.5% | 0.017% | |
7/30/2025 | Financial Perspectives Inc | 10,368 | $935K | 0.3% | +7.1% | 0.028% | |
7/29/2025 | Chicago Partners Investment Group LLC | 39,131 | $3.58M | 0.1% | -2.5% | 0.107% | |
7/29/2025 | Cottonwood Capital Advisors LLC | 40,878 | $3.69M | 2.5% | -0.8% | 0.112% | |
7/29/2025 | Koshinski Asset Management Inc. | 17,868 | $1.61M | 0.1% | -2.6% | 0.049% | |
7/29/2025 | ShoreHaven Wealth Partners LLC | 2,423 | $218K | 0.1% | N/A | 0.007% | |
7/29/2025 | Huntleigh Advisors Inc. | 19,129 | $1.73M | 0.3% | +26.0% | 0.052% | |
7/29/2025 | Stratos Wealth Partners LTD. | 100,897 | $9.10M | 0.1% | -5.0% | 0.276% | |
7/29/2025 | Private Trust Co. NA | 1,874 | $169K | 0.0% | -25.3% | 0.005% | |
7/28/2025 | WealthPlan Investment Management LLC | 24,846 | $2.24M | 0.2% | +2.6% | 0.068% | |
7/28/2025 | Sagace Wealth Management LLC | 35,438 | $3.20M | 2.4% | +97.8% | 0.097% | |
7/28/2025 | Mutual Advisors LLC | 4,348 | $396K | 0.0% | -7.4% | 0.012% | |
7/28/2025 | Harbour Investments Inc. | 54,249 | $4.89M | 0.1% | -14.3% | 0.148% | |
7/28/2025 | RFG Advisory LLC | 10,981 | $990K | 0.0% | -7.8% | 0.030% | |
7/25/2025 | Atria Wealth Solutions Inc. | 11,462 | $1.05M | 0.0% | -85.2% | 0.031% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 69,195 | $6.24M | 0.0% | -24.0% | 0.189% | |
7/25/2025 | Endowment Wealth Management Inc. | 3,837 | $346K | 0.2% | +23.7% | 0.010% | |
7/25/2025 | Hazlett Burt & Watson Inc. | 2,665 | $241K | 0.1% | -6.2% | 0.007% | |
7/25/2025 | Genesee Capital Advisors LLC | 4,541 | $409K | 0.2% | -5.5% | 0.012% | |
7/25/2025 | Prostatis Group LLC | 11,761 | $1.06M | 0.3% | -44.8% | 0.032% | |
7/25/2025 | CWM LLC | 46,101 | $4.16M | 0.0% | +1.2% | 0.126% | |
7/25/2025 | Concurrent Investment Advisors LLC | 17,194 | $1.55M | 0.0% | -3.8% | 0.047% | |
7/25/2025 | Apollon Wealth Management LLC | 9,619 | $867K | 0.0% | +11.5% | 0.026% | |
7/24/2025 | Trust Co. of Toledo NA OH | 540 | $49K | 0.0% | N/A | 0.001% | |
7/24/2025 | Blue Trust Inc. | 301 | $27K | 0.0% | N/A | 0.001% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 2,674 | $241K | 0.0% | -97.6% | 0.007% | |
7/24/2025 | IFP Advisors Inc | 41,593 | $3.75M | 0.1% | -5.6% | 0.113% | |
7/24/2025 | Advanced Asset Management Advisors Inc | 4,435 | $400K | 0.1% | -11.5% | 0.012% | |
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7/24/2025 | Capital Advisors Ltd. LLC | 39,634 | $3.57M | 0.4% | -0.8% | 0.108% | |
7/24/2025 | US Bancorp DE | 65,082 | $5.87M | 0.0% | +41.4% | 0.178% | |
7/23/2025 | Morey & Quinn Wealth Partners LLC | 34,640 | $3.12M | 2.5% | +2.6% | 0.095% | |
7/23/2025 | Eagle Strategies LLC | 29,719 | $2.68M | 0.4% | N/A | 0.081% | |
7/23/2025 | REAP Financial Group LLC | 1,344 | $121K | 0.0% | +39.1% | 0.004% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 15,006 | $1.35M | 0.1% | -79.1% | 0.041% | |
7/23/2025 | Gentry Private Wealth LLC | 6,839 | $617K | 0.5% | +3.0% | 0.019% | |
7/23/2025 | Trueblood Wealth Management LLC | 2,362 | $213K | 0.1% | N/A | 0.006% | |
7/23/2025 | Bennett Associates Wealth Management | 21,213 | $1.91M | 1.5% | -13.8% | 0.058% | |
7/23/2025 | SteelPeak Wealth LLC | 9,212 | $831K | 0.0% | +6.4% | 0.025% | |
7/22/2025 | Comprehensive Financial Consultants Institutional Inc. | 3,092 | $279K | 0.1% | -17.7% | 0.008% | |
7/22/2025 | DAVENPORT & Co LLC | 9,795 | $883K | 0.0% | -1.1% | 0.027% | |
7/22/2025 | Global Assets Advisory LLC | 3,692 | $333K | 0.1% | -66.8% | 0.010% | |
7/22/2025 | Simplicity Wealth LLC | 3,021 | $272K | 0.0% | N/A | 0.008% | |
7/22/2025 | Private Wealth Group LLC | 111,415 | $10.05M | 5.3% | +13.9% | 0.304% | |
7/21/2025 | Ameritas Advisory Services LLC | 3,070 | $277K | 0.0% | -23.7% | 0.008% | |
7/21/2025 | DHJJ Financial Advisors Ltd. | 20,375 | $1.84M | 0.7% | -1.6% | 0.056% | |
7/21/2025 | Synergy Asset Management LLC | 27,046 | $2.44M | 0.3% | N/A | 0.074% | |
7/21/2025 | TFG Advisers LLC | 19,270 | $1.74M | 0.6% | +1.5% | 0.053% | |
7/18/2025 | Madrona Financial Services LLC | 11,267 | $1.02M | 0.2% | +6.0% | 0.031% | |
7/18/2025 | SOA Wealth Advisors LLC. | 87,906 | $88K | 0.0% | -8.3% | 0.240% | |
7/18/2025 | First Pacific Financial | 300 | $27K | 0.0% | N/A | 0.001% | |
7/18/2025 | PFG Investments LLC | 5,595 | $504K | 0.0% | -19.5% | 0.015% | |
7/17/2025 | Janney Montgomery Scott LLC | 161,028 | $14.52M | 0.0% | +2.6% | 0.439% | |
7/17/2025 | Fifth Third Securities Inc. | 7,922 | $714K | 0.1% | -13.1% | 0.022% | |
7/17/2025 | Hengehold Capital Management LLC | 60,663 | $5.47M | 0.5% | +2.0% | 0.166% | |
7/16/2025 | Meridian Investment Counsel Inc. | 2,400 | $216K | 0.1% | N/A | 0.007% | |
7/16/2025 | Novem Group | 3,911 | $353K | 0.0% | N/A | 0.011% | |
7/16/2025 | Owen LaRue LLC | 3,437 | $310K | 0.1% | -19.2% | 0.009% | |
7/15/2025 | Traction Financial Partners LLC | 7,747 | $699K | 0.5% | N/A | 0.021% | |
7/15/2025 | World Equity Group Inc. | 25,296 | $2.28M | 0.6% | +7.2% | 0.069% | |
7/15/2025 | tru Independence LLC | 2,572 | $232K | 0.1% | N/A | 0.007% | |
7/14/2025 | AdvisorNet Financial Inc | 1,629 | $147K | 0.0% | +21.0% | 0.004% | |
7/14/2025 | ABLE Financial Group LLC | 5,887 | $531K | 0.1% | -23.9% | 0.016% | |
7/14/2025 | Iams Wealth Management LLC | 40,324 | $3.64M | 1.7% | -15.6% | 0.110% | |
7/14/2025 | Park Avenue Securities LLC | 47,640 | $4.30M | 0.0% | N/A | 0.130% | |
7/11/2025 | Farther Finance Advisors LLC | 877 | $79K | 0.0% | -95.7% | 0.002% | |
7/11/2025 | Silver Oak Securities Incorporated | 35,708 | $3.22M | 0.3% | -0.9% | 0.097% | |
7/11/2025 | Kaydan Wealth Management Inc. | 29,450 | $2.66M | 0.9% | -1.1% | 0.080% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 12,827 | $1.16M | 0.1% | -20.3% | 0.035% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 42,904 | $3.96M | 0.0% | +12.8% | 0.117% | |
7/9/2025 | Defined Wealth Management LLC | 46,371 | $4.18M | 2.6% | -2.0% | 0.127% | |
7/9/2025 | Berkshire Bank | 4,632 | $418K | 0.1% | -18.9% | 0.013% | |
7/9/2025 | Clarus Wealth Advisors | 8,010 | $737K | 0.3% | -11.1% | 0.022% | |
7/9/2025 | Sandbox Financial Partners LLC | 2,225 | $201K | 0.1% | N/A | 0.006% | |
7/8/2025 | Rise Advisors LLC | 1,047 | $94K | 0.0% | -49.8% | 0.003% | |
7/8/2025 | NBC Securities Inc. | 11,806 | $1.06M | 0.1% | +40.8% | 0.032% | |
7/7/2025 | Nova Wealth Management Inc. | 6,821 | $615K | 0.5% | +12.5% | 0.019% | |
7/2/2025 | HBW Advisory Services LLC | 5,131 | $463K | 0.1% | +3.4% | 0.014% | |
7/2/2025 | Crumly & Associates Inc. | 122,842 | $11.08M | 2.7% | +10.5% | 0.338% | |
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7/1/2025 | Park National Corp OH | 294,781 | $26.58M | 0.9% | -3.8% | 0.811% | |
6/17/2025 | Howe & Rusling Inc. | 2,976 | $219K | 0.0% | +7.4% | 0.008% | |
6/2/2025 | Modern Wealth Management LLC | 6,778 | $499K | 0.0% | +6.6% | 0.019% | |
5/29/2025 | Nova Wealth Management Inc. | 6,063 | $446K | 0.4% | +16.3% | 0.017% | |
5/29/2025 | Apeiron RIA LLC | 22,247 | $1.64M | 0.5% | -22.8% | 0.061% | |
5/28/2025 | Wealth Management Associates Inc. | 60,987 | $4.49M | 1.9% | -1.7% | 0.168% | |
5/21/2025 | Reliant Investment Partners LLC | 13,482 | $992K | 1.0% | -5.4% | 0.037% | |
5/21/2025 | Geneos Wealth Management Inc. | 4,513 | $332K | 0.0% | +9.4% | 0.012% | |
5/20/2025 | Focus Partners Wealth | 11,082 | $816K | 0.0% | +7.3% | 0.030% | |
5/20/2025 | Flaharty Asset Management LLC | 264,589 | $19.48M | 2.8% | -10.4% | 0.728% | |