8/5/2025 | Welch & Forbes LLC | 28,824 | $2.27M | 0.0% | +0.9% | 0.006% | |
8/5/2025 | Lincoln National Corp | 3,457,109 | $272.07M | 8.3% | -1.9% | 0.717% | |
8/5/2025 | American Institute for Advanced Investment Management LLP | 8,378 | $659K | 0.4% | -2.5% | 0.002% | |
8/5/2025 | Navalign LLC | 24,216 | $1.91M | 0.5% | -19.2% | 0.005% | |
8/5/2025 | Hills Bank & Trust Co | 1,880 | $148K | 0.0% | N/A | 0.000% | |
8/5/2025 | Dravo Bay LLC | 4,232 | $333K | 0.2% | -4.7% | 0.001% | |
8/4/2025 | Center for Financial Planning Inc. | 1,060 | $83K | 0.0% | -32.2% | 0.000% | |
8/4/2025 | Jim Saulnier & Associates LLC | 15,900 | $1.25M | 0.9% | -9.6% | 0.003% | |
8/4/2025 | Leeward Financial Partners LLC | 36,709 | $2.89M | 0.9% | +16.4% | 0.008% | |
8/4/2025 | AlphaStar Capital Management LLC | 42,408 | $3.34M | 0.2% | N/A | 0.009% | |
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8/4/2025 | Integrity Alliance LLC. | 18,013 | $1.42M | 0.1% | N/A | 0.004% | |
8/4/2025 | Partners in Financial Planning | 448,864 | $35.33M | 6.5% | +3.9% | 0.093% | |
8/4/2025 | Linscomb Wealth Inc. | 5,499 | $433K | 0.0% | +3.4% | 0.001% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 5,731 | $451K | 0.0% | N/A | 0.001% | |
8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 24,193 | $1.90M | 0.3% | +1.2% | 0.005% | |
8/4/2025 | AMG National Trust Bank | 9,320 | $733K | 0.0% | +10.4% | 0.002% | |
8/4/2025 | Kovack Advisors Inc. | 25,561 | $2.01M | 0.2% | +1.3% | 0.005% | |
8/4/2025 | Earned Wealth Advisors LLC | 19,988 | $1.57M | 0.3% | -12.5% | 0.004% | |
8/4/2025 | IFG Advisory LLC | 67,573 | $5.32M | 0.3% | -2.4% | 0.014% | |
8/4/2025 | Mesirow Financial Investment Management Inc. | 14,421 | $1.14M | 0.0% | +1.2% | 0.003% | |
8/4/2025 | BLB&B Advisors LLC | 37,359 | $2.94M | 0.1% | -0.5% | 0.008% | |
8/4/2025 | REDW Wealth LLC | 159,933 | $12.59M | 5.0% | +2.8% | 0.033% | |
8/4/2025 | Atria Investments Inc | 349,842 | $27.53M | 0.3% | +1.5% | 0.073% | |
8/4/2025 | Savvy Advisors Inc. | 42,803 | $3.37M | 0.2% | +29.5% | 0.009% | |
8/4/2025 | Assetmark Inc. | 403,260 | $31.74M | 0.1% | +483.7% | 0.084% | |
8/4/2025 | Keybank National Association OH | 32,922 | $2.59M | 0.0% | +63.8% | 0.007% | |
8/4/2025 | Spire Wealth Management | 58,031 | $4.57M | 0.2% | -9.5% | 0.012% | |
8/4/2025 | Hantz Financial Services Inc. | 708 | $56K | 0.0% | N/A | 0.000% | |
8/4/2025 | Buck Wealth Strategies LLC | 9,792 | $771K | 0.1% | +67.2% | 0.002% | |
8/4/2025 | Arkadios Wealth Advisors | 38,156 | $3.00M | 0.1% | +65.3% | 0.008% | |
8/4/2025 | World Investment Advisors | 898,178 | $70.69M | 1.6% | +6.2% | 0.186% | |
8/4/2025 | Daymark Wealth Partners LLC | 7,358 | $579K | 0.0% | +13.7% | 0.002% | |
8/4/2025 | Mayflower Financial Advisors LLC | 3,090 | $243K | 0.0% | -18.1% | 0.001% | |
8/4/2025 | Evergreen Wealth Management LLC | 48,511 | $3.82M | 2.1% | -2.2% | 0.010% | |
8/4/2025 | Human Investing LLC | 405,079 | $31.87M | 5.0% | +3.5% | 0.084% | |
8/1/2025 | Bank of Jackson Hole Trust | 4,004 | $315K | 0.2% | +54.8% | 0.001% | |
8/1/2025 | Motco | 23,399 | $1.83M | 0.2% | +27.5% | 0.005% | |
8/1/2025 | Biltmore Family Office LLC | 4,232 | $333K | 0.1% | -3.6% | 0.001% | |
8/1/2025 | Bull Oak Capital LLC | 63,428 | $4.99M | 2.3% | +8.5% | 0.013% | |
8/1/2025 | Planning Directions Inc. | 194,290 | $15.29M | 8.6% | -1.2% | 0.040% | |
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8/1/2025 | Wincap Financial LLC | 3,408 | $268K | 0.2% | -96.2% | 0.001% | |
8/1/2025 | Clark Asset Management LLC | 370,090 | $29.13M | 4.0% | +8.0% | 0.077% | |
8/1/2025 | GWN Securities Inc. | 2,948 | $233K | 0.0% | -78.5% | 0.001% | |
8/1/2025 | Rossby Financial LCC | 7,638 | $601K | 0.2% | +5.4% | 0.002% | |
8/1/2025 | Bessemer Group Inc. | 6,723 | $529K | 0.0% | -51.3% | 0.001% | |
8/1/2025 | Koss Olinger Consulting LLC | 23,360 | $1.84M | 0.2% | +19.7% | 0.005% | |
8/1/2025 | Brookwood Investment Group LLC | 12,801 | $1.01M | 0.2% | +5.9% | 0.003% | |
8/1/2025 | MilWealth Group LLC | 221,196 | $17.41M | 4.5% | -0.8% | 0.046% | |
8/1/2025 | Yukon Wealth Management Inc. | 39,483 | $3.11M | 1.1% | N/A | 0.008% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 44,195 | $3.48M | 0.1% | +3.2% | 0.009% | |
8/1/2025 | American Financial & Tax Strategies Inc. | 29,406 | $2.31M | 1.2% | -16.8% | 0.006% | |
8/1/2025 | Envestnet Asset Management Inc. | 54,699,168 | $4.30B | 1.3% | +1.6% | 11.339% | |
7/31/2025 | Nisa Investment Advisors LLC | 19,872 | $1.56M | 0.0% | -5.1% | 0.004% | |
7/31/2025 | Wealthfront Advisers LLC | 35,093 | $2.76M | 0.0% | -6.9% | 0.007% | |
7/31/2025 | Oppenheimer Asset Management Inc. | 51,163 | $4.03M | 0.0% | +3.7% | 0.011% | |
7/31/2025 | Atlatl Advisers LLC | 40,460 | $3.18M | 1.5% | +0.8% | 0.008% | |
7/31/2025 | Prudent Man Advisors LLC | 89,043 | $7.01M | 2.2% | +6.6% | 0.018% | |
7/31/2025 | VestGen Investment Management | 11,612 | $914K | 0.7% | -9.3% | 0.002% | |
7/31/2025 | Darden Wealth Group Inc | 4,014 | $316K | 0.2% | N/A | 0.001% | |
7/31/2025 | Leavell Investment Management Inc. | 151,503 | $11.92M | 0.5% | +0.6% | 0.031% | |
7/31/2025 | BIP Alliance LLC | 42,054 | $3.31M | 1.3% | -13.1% | 0.009% | |
7/31/2025 | BIP Wealth LLC | 2,658 | $209K | 0.0% | -40.7% | 0.001% | |
7/31/2025 | City State Bank | 118,484 | $9.33M | 2.9% | +0.8% | 0.025% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 575,639 | $45.30M | 0.6% | -6.7% | 0.119% | |
7/31/2025 | Curio Wealth LLC | 1,586 | $125K | 0.1% | +39,550.0% | 0.000% | |
7/31/2025 | Carlton Hofferkamp & Jenks Wealth Management LLC | 6,565 | $515K | 0.2% | -3.4% | 0.001% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 3,550 | $279K | 0.1% | -32.1% | 0.001% | |
7/31/2025 | Washington Trust Advisors Inc. | 7,063 | $556K | 0.0% | N/A | 0.001% | |
7/31/2025 | Moloney Securities Asset Management LLC | 25,259 | $1.99M | 0.2% | +8.8% | 0.005% | |
7/31/2025 | LJI Wealth Management LLC | 4,269 | $336K | 0.1% | +27.5% | 0.001% | |
7/31/2025 | Manuka Financial LLC | 67,268 | $5.29M | 2.9% | +10.5% | 0.014% | |
7/31/2025 | 180 Wealth Advisors LLC | 28,648 | $2.26M | 0.3% | -5.2% | 0.006% | |
7/31/2025 | Avion Wealth | 33,997 | $2.68M | 0.6% | -25.8% | 0.007% | |
7/31/2025 | Silver Oak Advisory Group Inc. | 198,275 | $15.60M | 7.6% | +3.3% | 0.041% | |
7/31/2025 | FSA Investment Group LLC | 7,302 | $575K | 0.4% | +18.1% | 0.002% | |
7/31/2025 | Hoge Financial Services LLC | 3,432 | $270K | 0.2% | N/A | 0.001% | |
7/30/2025 | Bleakley Financial Group LLC | 104,212 | $8.20M | 0.2% | -1.8% | 0.022% | |
7/30/2025 | EnRich Financial Partners LLC | 3,637 | $286K | 0.1% | +10.2% | 0.001% | |
7/30/2025 | Cambridge Capital Management LLC | 5,785 | $455K | 0.2% | N/A | 0.001% | |
7/30/2025 | Strategic Blueprint LLC | 3,196 | $252K | 0.0% | -31.2% | 0.001% | |
7/30/2025 | Sloy Dahl & Holst LLC | 6,852 | $539K | 0.1% | +4.1% | 0.001% | |
7/30/2025 | OLD Point Trust & Financial Services N A | 16,995 | $1.34M | 0.5% | +83.2% | 0.004% | |
7/30/2025 | Freedom Investment Management Inc. | 31,873 | $2.51M | 0.2% | +10.2% | 0.007% | |
7/30/2025 | Axiom Financial Strategies LLC | 24,873 | $1.96M | 1.1% | -12.1% | 0.005% | |
7/30/2025 | White Lighthouse Investment Management Inc. | 113,433 | $8.93M | 1.5% | +3.7% | 0.024% | |
7/30/2025 | Patten Group Inc. | 44,449 | $3.50M | 0.7% | +4.4% | 0.009% | |
7/30/2025 | Sterling Investment Management LLC | 56,053 | $4.41M | 2.9% | -4.8% | 0.012% | |
7/30/2025 | Brookstone Capital Management | 183,891 | $14.47M | 0.2% | +8.1% | 0.038% | |
7/30/2025 | Phillips Financial Management LLC | 102,903 | $8.10M | 0.6% | -4.0% | 0.021% | |
7/30/2025 | Jacobsen Capital Management | 33,096 | $2.61M | 1.0% | -4.1% | 0.007% | |
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7/30/2025 | Retirement Planning Group LLC | 19,127 | $1.51M | 0.1% | -8.3% | 0.004% | |
7/30/2025 | D.A. Davidson & CO. | 913,931 | $71.93M | 0.5% | +1.4% | 0.189% | |
7/30/2025 | Cullen Frost Bankers Inc. | 364,245 | $28.67M | 0.4% | +1.2% | 0.076% | |
7/30/2025 | Schwartz Investment Counsel Inc. | 15,800 | $1.24M | 0.0% | -3.1% | 0.003% | |
7/30/2025 | Jackson Thornton Wealth Management LLC | 3,472 | $271K | 0.0% | -6.7% | 0.001% | |
7/30/2025 | Whittier Trust Co. | 31,101 | $2.45M | 0.0% | -1.7% | 0.006% | |
7/30/2025 | Syntegra Private Wealth Group LLC | 4,266 | $336K | 0.0% | N/A | 0.001% | |
7/30/2025 | VCI Wealth Management LLC | 101,239 | $7.97M | 2.8% | +13.2% | 0.021% | |
7/30/2025 | Clune & Associates LTD. | 166,762 | $13.12M | 3.6% | +12.0% | 0.035% | |
7/30/2025 | Darrow Company Inc. | 70,199 | $5.53M | 2.8% | +1.7% | 0.015% | |