5/2/2025 | Sachetta LLC | 193,927 | $8.86M | 3.6% | +9.2% | 0.048% | |
5/2/2025 | Hardy Reed LLC | 7,302 | $333K | 0.0% | +8.7% | 0.002% | |
5/2/2025 | Dynasty Wealth Management LLC | 5,970,330 | $272.55M | 3.9% | +103.0% | 1.481% | |
5/2/2025 | Lineweaver Wealth Advisors LLC | 600,014 | $27.39M | 4.7% | +6.4% | 0.149% | |
5/2/2025 | Allen Capital Group LLC | 127,636 | $5.83M | 0.7% | +1.2% | 0.032% | |
5/2/2025 | FWG Holdings LLC | 122,569 | $5.59M | 2.8% | -23.8% | 0.030% | |
5/2/2025 | Summit X LLC | 203,057 | $9.27M | 1.9% | -18.5% | 0.050% | |
5/2/2025 | Cullen Frost Bankers Inc. | 11,984 | $547K | 0.0% | +112.6% | 0.003% | |
5/2/2025 | Parcion Private Wealth LLC | 144,312 | $6.59M | 0.5% | +6.0% | 0.036% | |
5/2/2025 | Larson Financial Group LLC | 324,286 | $14.80M | 0.7% | +50.0% | 0.080% | |
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5/2/2025 | Landmark Wealth Management LLC | 121,083 | $5.53M | 2.4% | -1.8% | 0.030% | |
5/2/2025 | Strata Wealth Advisors LLC | 10,469 | $478K | 0.1% | +19.3% | 0.003% | |
5/2/2025 | Lokken Investment Group LLC | 165,909 | $7.57M | 3.2% | +14.8% | 0.041% | |
5/2/2025 | Bogart Wealth LLC | 1,574 | $72K | 0.0% | +23.3% | 0.000% | |
5/2/2025 | Sigma Planning Corp | 155,003 | $7.08M | 0.2% | -8.5% | 0.038% | |
5/2/2025 | Transcendent Capital Group LLC | 39,749 | $1.82M | 1.0% | +14.5% | 0.010% | |
5/2/2025 | Leelyn Smith LLC | 56,820 | $2.59M | 0.5% | -2.3% | 0.014% | |
5/1/2025 | Weatherly Asset Management L. P. | 734,203 | $33.64M | 3.0% | +4.6% | 0.182% | |
5/1/2025 | Kerntke Otto McGlone Wealth Management Group | 9,002 | $411K | 0.4% | -40.1% | 0.002% | |
5/1/2025 | Woodside Wealth Management LLC | 38,572 | $1.76M | 1.6% | N/A | 0.010% | |
5/1/2025 | CWM LLC | 1,477,223 | $67.44M | 0.3% | +4.3% | 0.367% | |
5/1/2025 | Greatmark Investment Partners Inc. | 7,650 | $349K | 0.0% | -19.9% | 0.002% | |
5/1/2025 | Pittenger & Anderson Inc. | 41,435 | $1.89M | 0.1% | +32.9% | 0.010% | |
5/1/2025 | Iron Horse Wealth Management LLC | 1,316 | $60K | 0.0% | N/A | 0.000% | |
5/1/2025 | Curtis Advisory Group LLC | 26,541 | $1.21M | 0.4% | +15.1% | 0.007% | |
5/1/2025 | Walker Financial Services Inc. | 402,333 | $18.37M | 9.6% | +11.3% | 0.100% | |
5/1/2025 | Coyle Financial Counsel LLC | 566,198 | $25.85M | 7.9% | +5.9% | 0.140% | |
5/1/2025 | Forum Private Client Group LLC | 11,180 | $510K | 0.2% | N/A | 0.003% | |
5/1/2025 | Fifth Third Securities Inc. | 13,335 | $609K | 0.1% | -3.8% | 0.003% | |
5/1/2025 | Gateway Wealth Partners LLC | 18,505 | $845K | 0.2% | +26.5% | 0.005% | |
5/1/2025 | Barry Investment Advisors LLC | 61,273 | $2.81M | 0.7% | +13.2% | 0.015% | |
5/1/2025 | Diversify Wealth Management LLC | 171,012 | $7.80M | 0.6% | -0.8% | 0.042% | |
4/30/2025 | Clarity Wealth Advisors LLC | 145,096 | $6.62M | 1.8% | +6.1% | 0.036% | |
4/30/2025 | MJP Associates Inc. ADV | 264,629 | $12.08M | 2.2% | +0.3% | 0.066% | |
4/30/2025 | Cerity Partners LLC | 8,008 | $366K | 0.0% | +27.5% | 0.002% | |
4/30/2025 | Hunter Associates Investment Management LLC | 404,915 | $18.48M | 2.9% | +11.6% | 0.100% | |
4/30/2025 | Correct Capital Wealth Management | 740,629 | $33.81M | 5.4% | +1.2% | 0.184% | |
4/30/2025 | Financial Synergies Wealth Advisors Inc. | 88,241 | $4.03M | 0.5% | +43.0% | 0.022% | |
4/30/2025 | Allworth Financial LP | 371,592 | $16.84M | 0.1% | -9.9% | 0.092% | |
4/30/2025 | CFO4Life Group LLC | 115,685 | $5.28M | 0.9% | +6.3% | 0.029% | |
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4/30/2025 | tru Independence LLC | 304,190 | $13.88M | 4.3% | +14.8% | 0.075% | |
4/30/2025 | Quotient Wealth Partners LLC | 3,181,431 | $145.23M | 4.6% | +202.9% | 0.789% | |
4/30/2025 | Moloney Securities Asset Management LLC | 8,057 | $368K | 0.0% | +15.0% | 0.002% | |
4/30/2025 | Axxcess Wealth Management LLC | 301,404 | $13.76M | 0.4% | +128.9% | 0.075% | |
4/30/2025 | Rehmann Capital Advisory Group | 585,695 | $26.74M | 1.7% | -1.0% | 0.145% | |
4/30/2025 | Slagle Financial LLC | 99,445 | $4.54M | 2.0% | +8.5% | 0.025% | |
4/30/2025 | John W. Brooker & Co. CPAs | 396,207 | $18.09M | 7.5% | +9.4% | 0.098% | |
4/30/2025 | Dogwood Wealth Management LLC | 285,514 | $13.09M | 6.9% | +6.2% | 0.071% | |
4/30/2025 | New Insight Wealth Advisors | 319,824 | $14.60M | 6.6% | +28.9% | 0.079% | |
4/30/2025 | Peterson Wealth Advisors LLC | 106,850 | $4.84M | 0.9% | -4.9% | 0.027% | |
4/30/2025 | Valeo Financial Advisors LLC | 1,326,352 | $60.55M | 1.4% | +40.7% | 0.329% | |
4/30/2025 | SilverOak Wealth Management LLC | 131,968 | $6.02M | 1.3% | +43.4% | 0.033% | |
4/30/2025 | Stratos Wealth Partners LTD. | 70,180 | $3.20M | 0.0% | +558.6% | 0.017% | |
4/30/2025 | Stratos Wealth Advisors LLC | 93,879 | $4.29M | 0.2% | +1,115.7% | 0.023% | |
4/30/2025 | Stratos Investment Management LLC | 129,245 | $5.90M | 0.3% | +0.8% | 0.032% | |
4/30/2025 | NTV Asset Management LLC | 4,791 | $219K | 0.0% | N/A | 0.001% | |
4/30/2025 | Navalign LLC | 867,568 | $39.60M | 11.3% | +30.2% | 0.215% | |
4/30/2025 | Brown Financial Advisory | 13,702 | $625K | 0.4% | N/A | 0.003% | |
4/30/2025 | Bryant Woods Investment Advisors LLC | 35,907 | $1.64M | 0.8% | +7.5% | 0.009% | |
4/30/2025 | Dupree Financial Group LLC | 14,541 | $664K | 0.3% | -3.6% | 0.004% | |
4/30/2025 | Interchange Capital Partners LLC | 39,944 | $1.82M | 0.5% | -6.9% | 0.010% | |
4/29/2025 | Apex Wealth Management LLC | 47,850 | $2.18M | 2.0% | -76.4% | 0.012% | |
4/29/2025 | Envestnet Asset Management Inc. | 5,097,709 | $232.71M | 0.1% | +10.7% | 1.265% | |
4/29/2025 | Drake & Associates LLC | 725,564 | $33.12M | 9.3% | +1.3% | 0.180% | |
4/29/2025 | McGlone Suttner Wealth Management Inc. | 931,524 | $42.52M | 7.0% | +4.0% | 0.231% | |
4/29/2025 | Capital Planning LLC | 72,333 | $3.32M | 0.9% | +7.1% | 0.018% | |
4/29/2025 | Catawba River Capital | 33,636 | $1.54M | 0.9% | N/A | 0.008% | |
4/29/2025 | Concurrent Investment Advisors LLC | 44,514 | $2.03M | 0.0% | -45.4% | 0.011% | |
4/29/2025 | Wheelhouse Advisory Group LLC | 8,644 | $395K | 0.2% | -15.9% | 0.002% | |
4/29/2025 | Bank of New York Mellon Corp | 287,974 | $13.15M | 0.0% | -83.6% | 0.071% | |
4/29/2025 | World Investment Advisors | 245,023 | $11.19M | 0.3% | +7.9% | 0.061% | |
4/29/2025 | Element Wealth LLC | 10,549 | $482K | 0.3% | N/A | 0.003% | |
4/29/2025 | Strategic Blueprint LLC | 130,219 | $5.94M | 0.3% | -5.2% | 0.032% | |
4/29/2025 | Brookstone Capital Management | 690,361 | $31.52M | 0.5% | -0.6% | 0.171% | |
4/29/2025 | Baker Boyer National Bank | 409,123 | $18.68M | 6.9% | +5.2% | 0.102% | |
4/29/2025 | Silver Oak Securities Incorporated | 325,355 | $14.80M | 1.3% | +5.0% | 0.081% | |
4/29/2025 | Onyx Bridge Wealth Group LLC | 117,090 | $5.35M | 0.8% | -30.7% | 0.029% | |
4/28/2025 | D.A. Davidson & CO. | 16,921 | $772K | 0.0% | -81.1% | 0.004% | |
4/28/2025 | Mutual Advisors LLC | 152,399 | $6.93M | 0.2% | +289.3% | 0.038% | |
4/28/2025 | Milestone Investment Advisors LLC | 239,302 | $10.92M | 3.0% | +5.9% | 0.059% | |
4/28/2025 | MontVue Capital Management Inc. | 12,839 | $586K | 0.5% | -5.0% | 0.003% | |
4/28/2025 | Axis Wealth Partners LLC | 114,846 | $5.24M | 3.9% | +12.2% | 0.028% | |
4/28/2025 | Latitude Advisors LLC | 8,349 | $381K | 0.2% | N/A | 0.002% | |
4/28/2025 | Novem Group | 7,033 | $321K | 0.0% | -26.4% | 0.002% | |
4/28/2025 | Physician Wealth Advisors Inc. | 244,503 | $11.16M | 1.9% | +4.4% | 0.061% | |
4/28/2025 | Arbor Capital Management Inc. ADV | 15,310 | $701K | 0.7% | +12.8% | 0.004% | |
4/28/2025 | Yukon Wealth Management Inc. | 80,652 | $3.68M | 1.5% | N/A | 0.020% | |
4/28/2025 | ABLE Financial Group LLC | 505,421 | $23.07M | 6.5% | +6.0% | 0.125% | |
4/25/2025 | Mather Group LLC. | 3,855,031 | $175.98M | 2.0% | +5.6% | 0.943% | |
4/25/2025 | EnRich Financial Partners LLC | 433,534 | $19.79M | 6.6% | +11.1% | 0.106% | |
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4/25/2025 | Benchmark Financial Wealth Advisors LLC | 12,497 | $570K | 0.2% | -62.7% | 0.003% | |
4/25/2025 | Koshinski Asset Management Inc. | 127,212 | $5.81M | 0.5% | +571.1% | 0.031% | |
4/25/2025 | MidAtlantic Capital Management Inc. | 14,320 | $654K | 0.5% | -4.4% | 0.004% | |
4/25/2025 | Spinnaker Trust | 128,862 | $5.88M | 0.4% | +6.7% | 0.032% | |
4/25/2025 | Intelligence Driven Advisers LLC | 4,950 | $226K | 0.0% | -17.3% | 0.001% | |
4/25/2025 | CMG Global Holdings LLC | 358,367 | $16.24M | 10.6% | -4.6% | 0.088% | |
4/25/2025 | Valley National Advisers Inc. | 431,633 | $19.70M | 3.6% | +12.5% | 0.106% | |
4/25/2025 | Ameritas Advisory Services LLC | 1,063,134 | $48.35M | 2.0% | +3.3% | 0.260% | |
4/25/2025 | IRON Financial LLC | 43,766 | $2.00M | 1.1% | -6.1% | 0.011% | |
4/25/2025 | Verity Asset Management Inc. | 7,610 | $347K | 0.1% | N/A | 0.002% | |