8/8/2025 | Advyzon Investment Management LLC | 6,572 | $450K | 0.1% | N/A | 0.004% | |
8/8/2025 | VeraBank N.A. | 239,240 | $16.40M | 3.3% | +2.8% | 0.146% | |
8/7/2025 | Lakeridge Wealth Management LLC | 59,566 | $4.08M | 1.9% | +273.7% | 0.036% | |
8/7/2025 | CENTRAL TRUST Co | 26,016 | $1.78M | 0.0% | +45.4% | 0.016% | |
8/7/2025 | Nwam LLC | 19,290 | $1.34M | 0.1% | +14.6% | 0.012% | |
8/7/2025 | Summit X LLC | 158,086 | $10.84M | 2.0% | +79.5% | 0.097% | |
8/7/2025 | Fonville Wealth Management LLC | 195,504 | $13.40M | 3.4% | +11.8% | 0.119% | |
8/7/2025 | Midwest Trust Co | 695,622 | $47.68M | 0.7% | N/A | 0.425% | |
8/6/2025 | Cannon Financial Strategists Inc. | 365,465 | $25.05M | 4.0% | +0.7% | 0.223% | |
8/6/2025 | Valued Wealth Advisors LLC | 164,580 | $11.28M | 5.9% | +3.1% | 0.100% | |
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8/6/2025 | AE Wealth Management LLC | 4,645 | $318K | 0.0% | +62.2% | 0.003% | |
8/6/2025 | Capasso Planning Partners LLC | 60,641 | $4.16M | 2.4% | -41.5% | 0.037% | |
8/6/2025 | Rialto Wealth Management LLC | 19,558 | $1.34M | 0.4% | +62.3% | 0.012% | |
8/6/2025 | Walkner Condon Financial Advisors LLC | 115,120 | $7.89M | 1.5% | +11.8% | 0.070% | |
8/6/2025 | Savant Capital LLC | 17,904,707 | $1.23B | 7.6% | +0.9% | 10.931% | |
8/6/2025 | Modera Wealth Management LLC | 181,076 | $12.41M | 0.2% | +0.7% | 0.111% | |
8/6/2025 | Commonwealth Equity Services LLC | 852,408 | $58.42M | 0.1% | +102.3% | 0.520% | |
8/6/2025 | SouthState Corp | 13,249 | $908K | 0.0% | +43.0% | 0.008% | |
8/6/2025 | Centerpoint Advisory Group | 14,341 | $983K | 0.9% | -1.1% | 0.009% | |
8/6/2025 | Able Wealth Management LLC | 4,834 | $331K | 0.2% | N/A | 0.003% | |
8/6/2025 | Convergence Financial LLC | 20,167 | $1.38M | 0.2% | +4.3% | 0.012% | |
8/6/2025 | Cloud Capital Management LLC | 7,546 | $523K | 0.3% | +138.0% | 0.005% | |
8/6/2025 | ORBA Wealth Advisors L.L.C. | 44,058 | $3.02M | 2.7% | -39.8% | 0.027% | |
8/5/2025 | NewSquare Capital LLC | 2,799 | $192K | 0.0% | -16.3% | 0.002% | |
8/5/2025 | Prosperity Consulting Group LLC | 37,984 | $2.60M | 0.2% | -2.2% | 0.024% | |
8/5/2025 | WorthPointe LLC | 56,602 | $3.88M | 1.6% | -10.7% | 0.036% | |
8/5/2025 | Bridgewater Advisors Inc. | 92,552 | $6.50M | 0.5% | +0.5% | 0.058% | |
8/5/2025 | Bank of New York Mellon Corp | 152,873 | $10.48M | 0.0% | +50.9% | 0.096% | |
8/5/2025 | Westside Investment Management Inc. | 2,610 | $179K | 0.0% | +74.0% | 0.002% | |
8/5/2025 | Bank of Montreal Can | 1,434,838 | $98.34M | 0.0% | +5.3% | 0.902% | |
8/5/2025 | Hutchens & Kramer Investment Management Group LLC | 36,877 | $2.53M | 1.2% | +103.1% | 0.023% | |
8/5/2025 | Telos Capital Management Inc. | 12,605 | $864K | 0.1% | +3.9% | 0.008% | |
8/5/2025 | Mission Wealth Management LP | 532,093 | $36.47M | 0.8% | +29.6% | 0.335% | |
8/5/2025 | Strategic Financial Concepts LLC | 64,553 | $4.42M | 0.6% | +6.7% | 0.041% | |
8/5/2025 | Avant Financial Advisors LLC | 81,053 | $5.56M | 4.6% | +7.2% | 0.051% | |
8/4/2025 | Haven Private LLC | 89,640 | $6.14M | 2.7% | -4.2% | 0.056% | |
8/4/2025 | Hicks Capital Management LLC | 12,425 | $852K | 1.3% | N/A | 0.008% | |
8/4/2025 | Earned Wealth Advisors LLC | 12,164 | $834K | 0.2% | -18.6% | 0.008% | |
8/4/2025 | IFG Advisory LLC | 4,871 | $334K | 0.0% | N/A | 0.003% | |
8/4/2025 | Amplius Wealth Advisors LLC | 397,698 | $27.26M | 2.5% | +3.5% | 0.250% | |
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8/4/2025 | REDW Wealth LLC | 47,505 | $3.26M | 1.3% | +4.5% | 0.030% | |
8/4/2025 | Atria Investments Inc | 15,955 | $1.09M | 0.0% | -61.2% | 0.010% | |
8/4/2025 | Hantz Financial Services Inc. | 370 | $25K | 0.0% | +2,366.7% | 0.000% | |
8/4/2025 | World Investment Advisors | 24,171 | $1.66M | 0.0% | +42.9% | 0.015% | |
8/4/2025 | Waterfront Wealth Inc. | 54,856 | $3.76M | 0.8% | +1.5% | 0.034% | |
8/4/2025 | Arcadia Wealth Management Inc. | 36,867 | $2.53M | 1.7% | +4.3% | 0.023% | |
8/1/2025 | Motco | 19,295 | $1.34M | 0.1% | +21.4% | 0.012% | |
8/1/2025 | Milestone Asset Management Group LLC | 4,741 | $325K | 0.2% | +13.1% | 0.003% | |
8/1/2025 | Austin Private Wealth LLC | 2,955 | $203K | 0.0% | N/A | 0.002% | |
8/1/2025 | James Investment Research Inc. | 6,536 | $448K | 0.1% | +7.8% | 0.004% | |
8/1/2025 | First National Trust Co | 40,634 | $2.79M | 0.1% | +16.6% | 0.026% | |
8/1/2025 | Equita Financial Network Inc. | 33,859 | $2.32M | 0.9% | -8.3% | 0.021% | |
8/1/2025 | Red Lighthouse Investment Management LLC | 92,924 | $6.37M | 2.4% | +4.2% | 0.058% | |
8/1/2025 | Pasadena Private Wealth LLC | 281,744 | $19.31M | 3.3% | N/A | 0.177% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 22,845 | $1.57M | 0.1% | +6.6% | 0.014% | |
8/1/2025 | Fort Vancouver Investment Management LLC | 170,713 | $11.70M | 8.0% | +0.4% | 0.107% | |
8/1/2025 | Envestnet Asset Management Inc. | 17,514,256 | $1.20B | 0.4% | +16.5% | 11.012% | |
7/31/2025 | Wealthfront Advisers LLC | 13,231 | $907K | 0.0% | +10.2% | 0.008% | |
7/31/2025 | Orion Capital Management LLC | 9,710 | $666K | 0.3% | +17.1% | 0.006% | |
7/31/2025 | Mason & Associates Inc | 87,194 | $5.98M | 1.4% | N/A | 0.055% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 472,232 | $32.37M | 0.4% | +22.1% | 0.297% | |
7/31/2025 | Curio Wealth LLC | 77,083 | $5.28M | 2.3% | +49,631.0% | 0.048% | |
7/31/2025 | MN Wealth Advisors LLC | 69,452 | $4.76M | 2.8% | +4.7% | 0.044% | |
7/31/2025 | Opus Capital Group LLC | 189,751 | $13.01M | 1.6% | -1.0% | 0.119% | |
7/31/2025 | CAP Partners LLC | 32,435 | $2.22M | 1.4% | +6.0% | 0.020% | |
7/30/2025 | EnRich Financial Partners LLC | 76,113 | $5.22M | 1.6% | +6.3% | 0.048% | |
7/30/2025 | Strategic Blueprint LLC | 57,594 | $3.95M | 0.2% | +6.9% | 0.036% | |
7/30/2025 | Silver Oak Wealth Advisors Services LLC | 100,852 | $6.91M | 5.0% | -7.2% | 0.063% | |
7/30/2025 | Freedom Investment Management Inc. | 7,595 | $521K | 0.0% | +2.9% | 0.005% | |
7/30/2025 | Forum Financial Management LP | 13,619 | $933K | 0.0% | +57.2% | 0.009% | |
7/30/2025 | Caliber Wealth Management LLC KS | 201,730 | $13.83M | 1.5% | +14.5% | 0.127% | |
7/30/2025 | Parcion Private Wealth LLC | 3,215 | $220K | 0.0% | N/A | 0.002% | |
7/30/2025 | TFB Advisors LLC | 23,593 | $1.62M | 0.4% | -9.2% | 0.015% | |
7/30/2025 | Brookstone Capital Management | 57,514 | $3.94M | 0.1% | +169.3% | 0.036% | |
7/30/2025 | Greenup Street Wealth Management LLC | 491,387 | $33.68M | 5.9% | +10.9% | 0.309% | |
7/30/2025 | Clune & Associates LTD. | 43,440 | $2.98M | 0.8% | +3.8% | 0.027% | |
7/30/2025 | Nottingham Advisors Inc. | 114,360 | $7.84M | 1.2% | +25.8% | 0.072% | |
7/30/2025 | Canvas Wealth Advisors LLC | 45,389 | $3.17M | 0.6% | +20.5% | 0.029% | |
7/29/2025 | Financial Symmetry Inc | 63,823 | $4.37M | 2.3% | +2.9% | 0.040% | |
7/29/2025 | Beverly Hills Private Wealth LLC | 3,978 | $273K | 0.1% | -8.3% | 0.003% | |
7/29/2025 | Chicago Partners Investment Group LLC | 70,539 | $5.01M | 0.1% | -1.7% | 0.044% | |
7/29/2025 | Kelman Lazarov Inc. | 72,310 | $4.96M | 0.8% | -29.2% | 0.045% | |
7/29/2025 | Wealthstream Advisors Inc. | 19,389 | $1.33M | 0.2% | +8.2% | 0.012% | |
7/29/2025 | Financial Futures Ltd Liability Co. | 93,632 | $6.42M | 3.4% | +4.1% | 0.059% | |
7/29/2025 | Ifrah Financial Services Inc. | 8,147 | $558K | 0.2% | +88.2% | 0.005% | |
7/29/2025 | Private Wealth Management Group LLC | 29,865 | $2.05M | 0.7% | -0.9% | 0.019% | |
7/29/2025 | Foster & Motley Inc. | 554,256 | $37.99M | 2.2% | -1.6% | 0.348% | |
7/29/2025 | ShoreHaven Wealth Partners LLC | 65,288 | $4.48M | 1.8% | N/A | 0.041% | |
7/29/2025 | Stratos Wealth Partners LTD. | 22,362 | $1.53M | 0.0% | +7.2% | 0.014% | |
7/29/2025 | Mattson Financial Services LLC | 34,227 | $2.35M | 0.6% | -4.6% | 0.022% | |
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7/29/2025 | Activest Wealth Management | 14,294 | $980K | 0.2% | +4.9% | 0.009% | |
7/29/2025 | Werba Rubin Papier Wealth Management | 173,239 | $11.87M | 2.2% | +6.5% | 0.109% | |
7/29/2025 | Flagstone Financial Management | 102,917 | $7.05M | 2.0% | -5.4% | 0.065% | |
7/29/2025 | Aire Advisors LLC | 181,118 | $12.41M | 2.4% | -1.9% | 0.114% | |
7/28/2025 | WealthPLAN Partners LLC | 73,889 | $5.06M | 0.8% | -42.3% | 0.046% | |
7/28/2025 | Dixon Fnancial Services Inc. | 9,908 | $679K | 0.3% | +6.4% | 0.006% | |
7/28/2025 | WealthPlan Investment Management LLC | 181,867 | $12.47M | 0.9% | +61.3% | 0.114% | |
7/28/2025 | Morris Financial Concepts Inc. | 9,011 | $618K | 0.2% | -1.8% | 0.006% | |
7/28/2025 | Mutual Advisors LLC | 5,819 | $410K | 0.0% | -4.8% | 0.004% | |
7/28/2025 | Delap Wealth Advisory LLC | 20,467 | $1.40M | 0.7% | N/A | 0.013% | |