8/4/2025 | Syverson Strege & Co | 66,265 | $6.11M | 1.4% | +0.8% | 0.107% | |
8/4/2025 | Linscomb Wealth Inc. | 59,663 | $5.50M | 0.3% | +7.8% | 0.096% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 7,468 | $688K | 0.0% | +5.5% | 0.012% | |
8/4/2025 | Creekmur Asset Management LLC | 98,606 | $9.09M | 1.6% | N/A | 0.159% | |
8/4/2025 | IFG Advisory LLC | 86,684 | $7.99M | 0.4% | -18.9% | 0.140% | |
8/4/2025 | Pinnacle Associates Ltd. | 8,801 | $811K | 0.0% | -11.9% | 0.014% | |
8/4/2025 | Atria Investments Inc | 8,400 | $774K | 0.0% | -5.4% | 0.014% | |
8/4/2025 | Savvy Advisors Inc. | 2,544 | $235K | 0.0% | N/A | 0.004% | |
8/4/2025 | Assetmark Inc. | 2,204 | $203K | 0.0% | +280.0% | 0.004% | |
8/4/2025 | Buck Wealth Strategies LLC | 374,586 | $34.53M | 5.3% | +19.1% | 0.606% | |
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8/4/2025 | Arkadios Wealth Advisors | 11,020 | $1.02M | 0.0% | +5.2% | 0.018% | |
8/4/2025 | Northwest Financial Advisors | 25,494 | $2.35M | 3.3% | +30.8% | 0.041% | |
8/4/2025 | Waterfront Wealth Inc. | 11,598 | $1.07M | 0.2% | +4.7% | 0.019% | |
8/4/2025 | L.M. Kohn & Company | 2,375 | $219K | 0.1% | N/A | 0.004% | |
8/1/2025 | FSA Advisors Inc. | 5,392 | $497K | 0.4% | +142.6% | 0.009% | |
8/1/2025 | Koss Olinger Consulting LLC | 659,337 | $60.78M | 5.0% | -3.0% | 1.067% | |
8/1/2025 | MorganRosel Wealth Management LLC | 100,672 | $9.28M | 2.5% | +2.8% | 0.163% | |
8/1/2025 | Envestnet Asset Management Inc. | 2,180,473 | $201.00M | 0.1% | -8.2% | 3.530% | |
7/31/2025 | Heirloom Wealth Management | 442,263 | $40.77M | 10.8% | N/A | 0.716% | |
7/31/2025 | Insight Wealth Partners LLC | 26,128 | $2.41M | 0.9% | +1.3% | 0.042% | |
7/31/2025 | Richards Merrill & Peterson Inc. | 6,178 | $569K | 0.3% | -3.2% | 0.010% | |
7/31/2025 | Moloney Securities Asset Management LLC | 10,546 | $972K | 0.1% | -4.2% | 0.017% | |
7/31/2025 | Cardinal Point Capital Management ULC | 4,125 | $380K | 0.0% | -37.7% | 0.007% | |
7/31/2025 | Avion Wealth | 613 | $56K | 0.0% | -15.2% | 0.001% | |
7/31/2025 | FSM Wealth Advisors LLC | 352,973 | $32.20M | 5.2% | +19.7% | 0.571% | |
7/31/2025 | FSA Investment Group LLC | 8,066 | $743K | 0.6% | -31.9% | 0.013% | |
7/30/2025 | Cornerstone Advisory LLC | 48,511 | $4.47M | 0.5% | -3.6% | 0.079% | |
7/30/2025 | Bleakley Financial Group LLC | 128,598 | $11.85M | 0.3% | +5.5% | 0.208% | |
7/30/2025 | Strategic Blueprint LLC | 20,485 | $1.89M | 0.1% | +73.8% | 0.033% | |
7/30/2025 | Freedom Investment Management Inc. | 171,931 | $15.85M | 1.3% | -7.3% | 0.278% | |
7/30/2025 | Rehmann Capital Advisory Group | 7,523 | $693K | 0.0% | +10.6% | 0.012% | |
7/30/2025 | Patten Group Inc. | 15,629 | $1.44M | 0.3% | +2.3% | 0.025% | |
7/30/2025 | Brookstone Capital Management | 20,607 | $1.90M | 0.0% | -4.4% | 0.033% | |
7/30/2025 | Retirement Planning Group LLC | 31,689 | $2.92M | 0.1% | -10.2% | 0.051% | |
7/30/2025 | D.A. Davidson & CO. | 67,275 | $6.20M | 0.0% | +25.0% | 0.109% | |
7/30/2025 | Lionsbridge Wealth Management LLC | 17,838 | $1.64M | 1.6% | +319.8% | 0.029% | |
7/29/2025 | Stephens Inc. AR | 10,814 | $997K | 0.0% | +6.6% | 0.018% | |
7/29/2025 | Forvis Mazars Wealth Advisors LLC | 22,520 | $2.08M | 0.0% | -1.7% | 0.037% | |
7/29/2025 | Kelman Lazarov Inc. | 239,862 | $22.11M | 3.6% | -2.6% | 0.389% | |
7/29/2025 | Goldstein Advisors LLC | 243,078 | $22.41M | 3.0% | -2.2% | 0.395% | |
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7/29/2025 | Schubert & Co | 3,025 | $279K | 0.2% | N/A | 0.005% | |
7/29/2025 | Koshinski Asset Management Inc. | 35,965 | $3.32M | 0.2% | +8.5% | 0.058% | |
7/29/2025 | Stratos Wealth Partners LTD. | 168,792 | $15.56M | 0.2% | -2.2% | 0.274% | |
7/29/2025 | Stratos Wealth Advisors LLC | 89,654 | $8.26M | 0.4% | +147.6% | 0.146% | |
7/29/2025 | Private Trust Co. NA | 3,678 | $339K | 0.0% | -8.6% | 0.006% | |
7/28/2025 | WealthPlan Investment Management LLC | 5,676 | $523K | 0.0% | +67.3% | 0.009% | |
7/28/2025 | Patten & Patten Inc. TN | 44,950 | $4.14M | 0.3% | +241.2% | 0.073% | |
7/28/2025 | Smart Portfolios LLC | 108,984 | $10.05M | 10.2% | -1.8% | 0.177% | |
7/28/2025 | Lunt Capital Management Inc. | 54,562 | $5.03M | 1.9% | +20.2% | 0.089% | |
7/28/2025 | Harbour Investments Inc. | 101,210 | $9.33M | 0.2% | +2.1% | 0.164% | |
7/28/2025 | Sagespring Wealth Partners LLC | 93,437 | $8.61M | 0.1% | +16.3% | 0.152% | |
7/28/2025 | RFG Advisory LLC | 209,352 | $19.30M | 0.5% | -52.4% | 0.340% | |
7/28/2025 | Axxcess Wealth Management LLC | 3,689 | $340K | 0.0% | -10.6% | 0.006% | |
7/28/2025 | Hudson Capital Management LLC | 314,942 | $29.03M | 8.2% | -1.0% | 0.511% | |
7/25/2025 | Northwest Capital Management Inc | 1,059 | $98K | 0.1% | -39.2% | 0.002% | |
7/25/2025 | Atria Wealth Solutions Inc. | 24,322 | $2.23M | 0.1% | -57.3% | 0.040% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 189,672 | $17.48M | 0.1% | -9.8% | 0.308% | |
7/25/2025 | Almanack Investment Partners LLC. | 2,380 | $219K | 0.0% | N/A | 0.004% | |
7/25/2025 | CWM LLC | 3,863,241 | $356.11M | 1.3% | -7.0% | 6.275% | |
7/25/2025 | Concurrent Investment Advisors LLC | 490,381 | $45.20M | 0.9% | +9.4% | 0.796% | |
7/24/2025 | Williams & Novak LLC | 5,226 | $482K | 0.4% | -12.8% | 0.008% | |
7/24/2025 | Acima Private Wealth LLC | 105,935 | $9.77M | 3.3% | -9.4% | 0.172% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 15,382 | $1.42M | 0.1% | +52.2% | 0.025% | |
7/24/2025 | CarsonAllaria Wealth Management Ltd. | 60,500 | $5.58M | 3.0% | +3.2% | 0.098% | |
7/24/2025 | Mainstay Capital Management LLC ADV | 5,354 | $494K | 0.0% | +74.9% | 0.009% | |
7/24/2025 | Capital Advisors Ltd. LLC | 1,661 | $153K | 0.0% | -12.7% | 0.003% | |
7/24/2025 | MFA Wealth Services | 11,859 | $1.09M | 0.8% | -6.7% | 0.019% | |
7/23/2025 | L.K. Benson & Company P.C. | 5,948 | $548K | 0.3% | +24.7% | 0.010% | |
7/23/2025 | Mullooly Asset Management Inc. | 126,626 | $11.67M | 4.9% | +4.9% | 0.206% | |
7/23/2025 | Tectonic Advisors LLC | 1,595,626 | $147.09M | 8.6% | -1.8% | 2.593% | |
7/23/2025 | Clear Creek Financial Management LLC | 10,052 | $927K | 0.1% | +47.9% | 0.016% | |
7/23/2025 | Valmark Advisers Inc. | 13,905 | $1.28M | 0.0% | +4.3% | 0.023% | |
7/23/2025 | Secured Retirement Advisors LLC | 59,986 | $5.53M | 3.3% | +10.1% | 0.097% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 2,732 | $252K | 0.0% | +13.0% | 0.004% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 2,446 | $225K | 0.0% | -8.3% | 0.004% | |
7/22/2025 | Belpointe Asset Management LLC | 2,518 | $232K | 0.0% | -21.7% | 0.004% | |
7/22/2025 | Valley National Advisers Inc. | 114,524 | $10.56M | 1.7% | +4.3% | 0.186% | |
7/22/2025 | DAVENPORT & Co LLC | 45,993 | $4.24M | 0.0% | +14.0% | 0.075% | |
7/22/2025 | Beacon Financial Advisory LLC | 12,516 | $1.15M | 0.3% | +4.2% | 0.020% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 25,431 | $2.34M | 0.1% | +43.9% | 0.041% | |
7/22/2025 | Berger Financial Group Inc | 15,318 | $1.41M | 0.1% | -7.6% | 0.025% | |
7/22/2025 | USAdvisors Wealth Management LLC | 62,538 | $5.76M | 2.1% | +19.8% | 0.102% | |
7/22/2025 | Apexium Financial LP | 5,090 | $469K | 0.0% | +81.8% | 0.008% | |
7/21/2025 | Ameriflex Group Inc. | 1,742 | $160K | 0.1% | -84.6% | 0.003% | |
7/21/2025 | Fortis Capital Advisors LLC | 2,518 | $232K | 0.0% | -21.7% | 0.004% | |
7/21/2025 | Ascent Group LLC | 17,843 | $1.65M | 0.1% | +412.9% | 0.029% | |
7/21/2025 | Consilium Wealth Advisory LLC | 7,975 | $735K | 0.3% | N/A | 0.013% | |
7/21/2025 | Ameritas Advisory Services LLC | 7,531 | $694K | 0.0% | -22.4% | 0.012% | |
7/21/2025 | Jmac Enterprises LLC | 53,364 | $4.92M | 1.1% | +15.5% | 0.087% | |
7/18/2025 | SimpliFi Inc. | 208,921 | $19.26M | 8.5% | +1.9% | 0.340% | |
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7/18/2025 | Vicus Capital | 132,737 | $12.24M | 1.0% | +0.3% | 0.216% | |
7/18/2025 | PFG Investments LLC | 5,970 | $550K | 0.0% | +5.6% | 0.010% | |
7/18/2025 | Consolidated Portfolio Review Corp | 5,702 | $526K | 0.1% | +18.2% | 0.009% | |
7/18/2025 | Cooper Financial Group | 41,666 | $3.84M | 0.5% | -14.8% | 0.068% | |
7/18/2025 | Truist Financial Corp | 114,183 | $10.53M | 0.0% | +3.3% | 0.186% | |
7/17/2025 | Eclectic Associates Inc. ADV | 100,228 | $9.24M | 2.0% | +68.7% | 0.163% | |
7/17/2025 | Halbert Hargrove Global Advisors LLC | 77,972 | $7.19M | 0.4% | -1.1% | 0.127% | |
7/17/2025 | HCR Wealth Advisors | 10,717 | $988K | 0.1% | +1.9% | 0.017% | |
7/17/2025 | LexAurum Advisors LLC | 7,329 | $676K | 0.1% | +7.4% | 0.012% | |
7/17/2025 | Janney Montgomery Scott LLC | 28,208 | $2.60M | 0.0% | -5.0% | 0.046% | |