5/2/2025 | Sachetta LLC | 4,023 | $249K | 0.1% | -12.5% | 0.001% | |
5/2/2025 | Kingsview Wealth Management LLC | 149,148 | $9.21M | 0.2% | +1.7% | 0.030% | |
5/2/2025 | Montis Financial LLC | 14,193 | $877K | 0.3% | -25.6% | 0.003% | |
5/2/2025 | Bailard Inc. | 34,047 | $2.10M | 0.1% | -1.0% | 0.007% | |
5/2/2025 | Concord Wealth Partners | 133,478 | $8.25M | 1.4% | -44.8% | 0.027% | |
5/2/2025 | Graypoint LLC | 98,072 | $6.06M | 0.4% | -9.4% | 0.020% | |
5/2/2025 | Litman Gregory Wealth Management LLC | 394,539 | $24.38M | 2.1% | +12.6% | 0.080% | |
5/2/2025 | Verdence Capital Advisors LLC | 47,469 | $2.93M | 0.2% | +16.7% | 0.010% | |
5/2/2025 | Mayflower Financial Advisors LLC | 23,427 | $1.45M | 0.2% | +2.7% | 0.005% | |
5/2/2025 | Lineweaver Wealth Advisors LLC | 112,439 | $6.95M | 1.2% | -2.2% | 0.023% | |
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5/2/2025 | Allen Capital Group LLC | 10,165 | $628K | 0.1% | +3.5% | 0.002% | |
5/2/2025 | Summit X LLC | 8,787 | $543K | 0.1% | +6.8% | 0.002% | |
5/2/2025 | Cullen Frost Bankers Inc. | 17,404 | $1.08M | 0.0% | -24.6% | 0.004% | |
5/2/2025 | BIP Wealth LLC | 3,665 | $226K | 0.0% | N/A | 0.001% | |
5/2/2025 | Bryn Mawr Capital Management LLC | 35,692 | $2.21M | 0.1% | +7.6% | 0.007% | |
5/2/2025 | Concord Asset Management LLC VA | 87,996 | $5.17M | 1.1% | -57.7% | 0.018% | |
5/2/2025 | Larson Financial Group LLC | 41,752 | $2.58M | 0.1% | +3.9% | 0.008% | |
5/2/2025 | Wealthfront Advisers LLC | 16,883,038 | $1.04B | 3.0% | -2.6% | 3.409% | |
5/2/2025 | First Business Financial Services Inc. | 936,380 | $57.85M | 5.7% | +3.5% | 0.189% | |
5/2/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 315,468 | $19.49M | 4.6% | +3.3% | 0.064% | |
5/2/2025 | First Command Advisory Services Inc. | 1,507,459 | $93.19M | 0.9% | -0.6% | 0.304% | |
5/2/2025 | Graybill Wealth Management LTD. | 702 | $43K | 0.0% | N/A | 0.000% | |
5/2/2025 | Leo Wealth LLC | 3,255 | $201K | 0.0% | -91.9% | 0.001% | |
5/2/2025 | Apollon Financial LLC | 7,424 | $459K | 0.1% | +6.6% | 0.001% | |
5/2/2025 | Apollon Wealth Management LLC | 26,669 | $1.65M | 0.0% | +9.0% | 0.005% | |
5/2/2025 | Prepared Retirement Institute LLC | 23,256 | $1.44M | 0.9% | -16.1% | 0.005% | |
5/2/2025 | Bogart Wealth LLC | 3,428 | $212K | 0.0% | -99.6% | 0.001% | |
5/2/2025 | Sigma Planning Corp | 809,093 | $49.99M | 1.6% | +33.8% | 0.163% | |
5/2/2025 | Catalyst Financial Partners LLC | 7,967 | $492K | 0.1% | +7.9% | 0.002% | |
5/2/2025 | Signaturefd LLC | 976 | $60K | 0.0% | -52.3% | 0.000% | |
5/2/2025 | Edgestream Partners L.P. | 3,309 | $204K | 0.0% | N/A | 0.001% | |
5/1/2025 | Florida Financial Advisors LLC | 4,710 | $290K | 0.1% | +14.9% | 0.001% | |
5/1/2025 | Whitener Capital Management Inc. | 7,250 | $448K | 0.1% | -5.2% | 0.001% | |
5/1/2025 | Kerntke Otto McGlone Wealth Management Group | 190,659 | $11.78M | 10.3% | -31.9% | 0.039% | |
5/1/2025 | Asset Dedication LLC | 97,489 | $6.02M | 0.5% | -11.7% | 0.020% | |
5/1/2025 | Smith Thornton Advisors LLC | 67,116 | $4.15M | 2.6% | +12.4% | 0.014% | |
5/1/2025 | ADG Wealth Management Group LLC | 108,791 | $6.73M | 6.5% | -2.2% | 0.022% | |
5/1/2025 | CWM LLC | 72,105 | $4.46M | 0.0% | +8.6% | 0.015% | |
5/1/2025 | Hughes Financial Services LLC | 684 | $42K | 0.0% | N/A | 0.000% | |
5/1/2025 | Stephens Inc. AR | 109,673 | $6.78M | 0.1% | +11.0% | 0.022% | |
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5/1/2025 | Prism Advisors Inc. | 52,002 | $3.21M | 1.0% | -5.8% | 0.011% | |
5/1/2025 | Stillwater Wealth Management Group | 67,580 | $4.18M | 3.6% | +23.0% | 0.014% | |
5/1/2025 | Quest 10 Wealth Builders Inc. | 28,858 | $1.81M | 1.9% | +2.2% | 0.006% | |
5/1/2025 | Lane & Associates LLC | 8,512 | $526K | 0.3% | +12.7% | 0.002% | |
5/1/2025 | Fifth Third Securities Inc. | 414,885 | $25.63M | 2.2% | +2.7% | 0.084% | |
5/1/2025 | Park Square Financial Group LLC | 1,217 | $75K | 0.1% | -24.1% | 0.000% | |
5/1/2025 | Gateway Wealth Partners LLC | 6,171 | $381K | 0.1% | -22.2% | 0.001% | |
5/1/2025 | Greater Midwest Financial Group LLC | 18,995 | $1.17M | 0.8% | -5.0% | 0.004% | |
5/1/2025 | Fingerlakes Wealth Management Inc. | 22,827 | $1.41M | 1.2% | +4.9% | 0.005% | |
4/30/2025 | Sharkey Howes & Javer | 7,454 | $461K | 0.1% | -13.7% | 0.002% | |
4/30/2025 | Cerity Partners LLC | 75,675 | $4.68M | 0.0% | +8.5% | 0.015% | |
4/30/2025 | Correct Capital Wealth Management | 773,958 | $47.82M | 7.7% | -1.6% | 0.156% | |
4/30/2025 | Round Rock Advisors LLC | 10,107 | $624K | 0.1% | +18.3% | 0.002% | |
4/30/2025 | Allworth Financial LP | 171,307 | $10.18M | 0.1% | -1.6% | 0.035% | |
4/30/2025 | Stonebrook Private Inc. | 4,036 | $249K | 0.1% | -32.0% | 0.001% | |
4/30/2025 | Pineridge Advisors LLC | 1,106 | $68K | 0.0% | -36.8% | 0.000% | |
4/30/2025 | Forza Wealth Management LLC | 51,093 | $3.16M | 1.4% | -1.7% | 0.010% | |
4/30/2025 | Moloney Securities Asset Management LLC | 15,268 | $943K | 0.1% | +5.5% | 0.003% | |
4/30/2025 | Axxcess Wealth Management LLC | 26,412 | $1.63M | 0.0% | N/A | 0.005% | |
4/30/2025 | Twelve Points Wealth Management LLC | 45,967 | $2.84M | 0.8% | -12.9% | 0.009% | |
4/30/2025 | Rehmann Capital Advisory Group | 9,675 | $598K | 0.0% | +34.2% | 0.002% | |
4/30/2025 | Cornerstone Planning Group LLC | 504 | $30K | 0.0% | N/A | 0.000% | |
4/30/2025 | Principal Securities Inc. | 103,878 | $6.37M | 0.1% | +3.6% | 0.021% | |
4/30/2025 | Optimum Investment Advisors | 24,750 | $1.53M | 0.7% | +10.5% | 0.005% | |
4/30/2025 | Trek Financial LLC | 5,994 | $370K | 0.0% | N/A | 0.001% | |
4/30/2025 | OMNI 360 Wealth Inc. | 35,382 | $2.19M | 1.3% | +1.1% | 0.007% | |
4/30/2025 | M&T Bank Corp | 4,534 | $280K | 0.0% | N/A | 0.001% | |
4/30/2025 | Stratos Wealth Partners LTD. | 518,465 | $32.03M | 0.5% | +37.5% | 0.105% | |
4/30/2025 | Stratos Wealth Advisors LLC | 111,169 | $6.87M | 0.4% | -26.9% | 0.022% | |
4/30/2025 | Stratos Investment Management LLC | 197,262 | $12.19M | 0.6% | +14.0% | 0.040% | |
4/30/2025 | Geneva Partners LLC | 4,076 | $252K | 0.1% | +20.3% | 0.001% | |
4/30/2025 | Garrett Wealth Advisory Group LLC | 6,952 | $429K | 0.1% | -7.7% | 0.001% | |
4/30/2025 | Investment Partners LTD. | 22,261 | $1.38M | 0.6% | -11.3% | 0.004% | |
4/30/2025 | Brown Advisory Inc. | 50,795 | $3.14M | 0.0% | +9.3% | 0.010% | |
4/30/2025 | Davidson Investment Advisors | 121,521 | $7.51M | 0.4% | -7.7% | 0.025% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 9,162 | $566K | 0.0% | -83.0% | 0.002% | |
4/29/2025 | Sightline Wealth Advisors LLC | 23,584 | $1.46M | 0.8% | +156.2% | 0.005% | |
4/29/2025 | Brass Tax Wealth Management Inc. | 214,094 | $13.23M | 2.8% | +4.6% | 0.043% | |
4/29/2025 | Financial Counselors Inc. | 18,105 | $1.12M | 0.0% | +260.2% | 0.004% | |
4/29/2025 | TD Private Client Wealth LLC | 1,122,671 | $69.36M | 1.9% | +15.1% | 0.227% | |
4/29/2025 | Envestnet Asset Management Inc. | 9,507,635 | $587.38M | 0.2% | -10.8% | 1.920% | |
4/29/2025 | Investor s Fiduciary Advisor Network LLC | 18,209 | $1.12M | 0.5% | +5.0% | 0.004% | |
4/29/2025 | Forte Asset Management LLC | 159,626 | $9.86M | 5.0% | -1.4% | 0.032% | |
4/29/2025 | Jackson Wealth Management LLC | 225,055 | $13.90M | 1.7% | +2.1% | 0.045% | |
4/29/2025 | Capital Planning LLC | 347,400 | $21.46M | 6.0% | -0.4% | 0.070% | |
4/29/2025 | Whelan Financial | 8,181 | $505K | 0.2% | -2.4% | 0.002% | |
4/29/2025 | Adell Harriman & Carpenter Inc. | 11,738 | $725K | 0.1% | +3.3% | 0.002% | |
4/29/2025 | Concurrent Investment Advisors LLC | 35,288 | $2.18M | 0.1% | -1.7% | 0.007% | |
4/29/2025 | Fairway Financial LLC | 151,841 | $9.38M | 8.5% | +1.3% | 0.031% | |
4/29/2025 | HM Payson & Co. | 12,539 | $775K | 0.0% | -4.9% | 0.003% | |
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4/29/2025 | Bank of New York Mellon Corp | 970,959 | $59.99M | 0.0% | +3.4% | 0.196% | |
4/29/2025 | Elite Financial Inc. | 22,855 | $1.41M | 0.7% | +2.2% | 0.005% | |
4/29/2025 | World Investment Advisors | 57,657 | $3.56M | 0.1% | +5.4% | 0.012% | |
4/29/2025 | Wayfinding Financial LLC | 1,147 | $70K | 0.0% | N/A | 0.000% | |
4/29/2025 | Truist Financial Corp | 3,006,133 | $185.72M | 0.3% | -4.3% | 0.607% | |
4/29/2025 | Capital Investment Advisory Services LLC | 174,629 | $10.79M | 1.0% | +2.0% | 0.035% | |
4/29/2025 | Element Wealth LLC | 12,061 | $745K | 0.4% | -8.2% | 0.002% | |
4/29/2025 | Strategic Blueprint LLC | 139,705 | $8.63M | 0.5% | +356.2% | 0.028% | |
4/29/2025 | Brookstone Capital Management | 23,479 | $1.45M | 0.0% | -6.3% | 0.005% | |
4/29/2025 | Global Wealth Management Investment Advisory Inc. | 24,145 | $1.49M | 0.3% | +2.7% | 0.005% | |