8/4/2025 | Syverson Strege & Co | 164,575 | $8.34M | 2.0% | -6.2% | 0.026% | |
8/4/2025 | Roble Belko & Company Inc | 39,221 | $1.99M | 0.3% | +4.5% | 0.006% | |
8/4/2025 | Saxony Capital Management LLC | 44,290 | $2.25M | 1.7% | +1.9% | 0.007% | |
8/4/2025 | Integrity Alliance LLC. | 114,426 | $5.80M | 0.3% | -15.8% | 0.018% | |
8/4/2025 | Cottage Street Advisors LLC | 29,351 | $1.49M | 0.8% | +147.7% | 0.005% | |
8/4/2025 | Linscomb Wealth Inc. | 7,557 | $383K | 0.0% | -6.1% | 0.001% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 96,603 | $4.90M | 0.4% | -6.2% | 0.015% | |
8/4/2025 | Hicks Capital Management LLC | 20,779 | $1.05M | 1.7% | -3.2% | 0.003% | |
8/4/2025 | Kovack Advisors Inc. | 17,406 | $882K | 0.1% | +96.9% | 0.003% | |
8/4/2025 | IFG Advisory LLC | 152,631 | $7.74M | 0.4% | -4.5% | 0.024% | |
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8/4/2025 | Pinnacle Associates Ltd. | 17,477 | $886K | 0.0% | -1.9% | 0.003% | |
8/4/2025 | BLB&B Advisors LLC | 40,761 | $2.07M | 0.1% | +32.3% | 0.006% | |
8/4/2025 | Simon Quick Advisors LLC | 277,980 | $14.09M | 0.6% | +0.2% | 0.044% | |
8/4/2025 | REDW Wealth LLC | 278,321 | $14.11M | 5.6% | -0.3% | 0.044% | |
8/4/2025 | Adell Harriman & Carpenter Inc. | 83,505 | $4.23M | 0.3% | -2.9% | 0.013% | |
8/4/2025 | Prairie Wealth Advisors Inc. | 15,179 | $769K | 0.3% | -6.0% | 0.002% | |
8/4/2025 | Atria Investments Inc | 394,684 | $20.00M | 0.2% | +179.5% | 0.062% | |
8/4/2025 | Noesis Capital Mangement Corp | 191,268 | $9.69M | 1.7% | +13.5% | 0.030% | |
8/4/2025 | FRG Family Wealth Advisors LLC | 61,005 | $3.09M | 0.5% | +8.7% | 0.010% | |
8/4/2025 | Assetmark Inc. | 1,406,864 | $71.30M | 0.2% | +6.4% | 0.221% | |
8/4/2025 | Spire Wealth Management | 1,690,544 | $85.68M | 3.1% | -20.9% | 0.265% | |
8/4/2025 | Buck Wealth Strategies LLC | 253,260 | $12.84M | 2.0% | +7.3% | 0.040% | |
8/4/2025 | Arkadios Wealth Advisors | 39,899 | $2.02M | 0.1% | -11.7% | 0.006% | |
8/4/2025 | Barnes Dennig Private Wealth Management LLC | 732 | $37K | 0.0% | -75.1% | 0.000% | |
8/4/2025 | World Investment Advisors | 16,536 | $838K | 0.0% | -78.5% | 0.003% | |
8/4/2025 | Flagship Harbor Advisors LLC | 516,228 | $26.16M | 1.2% | +1.5% | 0.081% | |
8/4/2025 | Daymark Wealth Partners LLC | 134,850 | $6.83M | 0.3% | +10.1% | 0.021% | |
8/4/2025 | Bristlecone Advisors LLC | 276,427 | $14.01M | 1.2% | +30.1% | 0.043% | |
8/4/2025 | WNY Asset Management LLC | 154,877 | $7.85M | 0.9% | -1.6% | 0.024% | |
8/4/2025 | Whalen Wealth Management Inc. | 44,576 | $2.26M | 1.4% | N/A | 0.007% | |
8/4/2025 | Quaker Wealth Management LLC | 805 | $41K | 0.0% | -173.1% | 0.000% | |
8/4/2025 | Deseret Mutual Benefit Administrators | 40,088 | $2.03M | 1.0% | +102.5% | 0.006% | |
8/4/2025 | JDM Financial Group LLC | 12,873 | $652K | 0.3% | -19.2% | 0.002% | |
8/1/2025 | Oarsman Capital Inc. | 254,047 | $12.88M | 2.0% | +6.9% | 0.040% | |
8/1/2025 | Bank of Jackson Hole Trust | 6,071 | $308K | 0.2% | -17.2% | 0.001% | |
8/1/2025 | Paradigm Strategies in Wealth Management LLC | 323,309 | $16.39M | 10.7% | -6.0% | 0.051% | |
8/1/2025 | Integral Investment Advisors Inc. | 99,062 | $5.02M | 1.4% | +64.2% | 0.016% | |
8/1/2025 | First National Trust Co | 56,160 | $2.85M | 0.1% | +52.8% | 0.009% | |
8/1/2025 | Advisory Alpha LLC | 168,395 | $8.53M | 0.3% | -11.4% | 0.026% | |
8/1/2025 | Cobblestone Capital Advisors LLC NY | 216,467 | $10.97M | 0.6% | +6.2% | 0.034% | |
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8/1/2025 | Ashton Thomas Private Wealth LLC | 131,308 | $6.66M | 0.2% | -7.0% | 0.021% | |
8/1/2025 | Delta Investment Management LLC | 19,855 | $1.01M | 0.2% | +19.9% | 0.003% | |
8/1/2025 | Bolthouse Investments LLC | 56,198 | $2.85M | 2.8% | -18.1% | 0.009% | |
8/1/2025 | Envestnet Asset Management Inc. | 3,990,344 | $202.17M | 0.1% | +34.7% | 0.626% | |
7/31/2025 | Wealthfront Advisers LLC | 45,693 | $2.32M | 0.0% | +14.0% | 0.007% | |
7/31/2025 | Resonant Capital Advisors LLC | 188,909 | $9.57M | 0.6% | -16.0% | 0.030% | |
7/31/2025 | Hixon Zuercher LLC | 62,340 | $3.16M | 1.0% | +5.5% | 0.010% | |
7/31/2025 | Perissos Private Wealth Management LLC | 99,976 | $5.07M | 4.0% | +17.4% | 0.016% | |
7/31/2025 | Orion Capital Management LLC | 6,236 | $316K | 0.1% | -59.3% | 0.001% | |
7/31/2025 | Guardian Wealth Advisors LLC | 46,807 | $2.37M | 1.4% | +8.0% | 0.007% | |
7/31/2025 | McCarthy Asset Management Inc. | 93,102 | $4.72M | 3.2% | +1.3% | 0.015% | |
7/31/2025 | Whipplewood Advisors LLC | 18,986 | $962K | 0.5% | -67.1% | 0.003% | |
7/31/2025 | Interchange Capital Partners LLC | 157,643 | $7.99M | 1.8% | +31.4% | 0.025% | |
7/31/2025 | Waldron Private Wealth LLC | 16,884 | $856K | 0.0% | -3.4% | 0.003% | |
7/31/2025 | B & T Capital Management DBA Alpha Capital Management | 42,100 | $2.13M | 0.4% | -10.7% | 0.007% | |
7/31/2025 | Hartford Financial Management Inc. | 84,989 | $4.31M | 1.2% | +81.9% | 0.013% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 6,565 | $333K | 0.0% | N/A | 0.001% | |
7/31/2025 | Insight Wealth Partners LLC | 310,301 | $15.73M | 6.1% | +84.5% | 0.049% | |
7/31/2025 | Washington Trust Advisors Inc. | 2,586 | $131K | 0.0% | +238.9% | 0.000% | |
7/31/2025 | West Michigan Advisors LLC | 58,668 | $2.97M | 0.8% | +0.9% | 0.009% | |
7/31/2025 | Harbour Investment Management LLC | 116,042 | $5.88M | 2.5% | +84.2% | 0.018% | |
7/31/2025 | Kathleen S. Wright Associates Inc. | 9,811 | $497K | 0.2% | +2.3% | 0.002% | |
7/31/2025 | First Business Financial Services Inc. | 197,067 | $9.99M | 0.9% | -5.2% | 0.031% | |
7/31/2025 | Moloney Securities Asset Management LLC | 26,404 | $1.34M | 0.2% | +33.6% | 0.004% | |
7/31/2025 | Sharper & Granite LLC | 110,938 | $5.60M | 2.1% | -4.8% | 0.017% | |
7/31/2025 | Cornerstone Management Inc. | 1,714,006 | $86.87M | 15.1% | +3.8% | 0.269% | |
7/31/2025 | CAP Partners LLC | 18,013 | $913K | 0.6% | -4.6% | 0.003% | |
7/31/2025 | Prentice Wealth Management LLC | 8,541 | $433K | 0.1% | +115.0% | 0.001% | |
7/31/2025 | FSM Wealth Advisors LLC | 158,190 | $7.99M | 1.3% | +0.6% | 0.025% | |
7/31/2025 | Gill Capital Partners LLC | 7,458 | $378K | 0.1% | N/A | 0.001% | |
7/30/2025 | Roman Butler Fullerton & Co. | 14,639 | $741K | 0.2% | -5.9% | 0.002% | |
7/30/2025 | Cornerstone Advisory LLC | 178,946 | $9.07M | 1.0% | +6.0% | 0.028% | |
7/30/2025 | Paragon Advisors LLC | 253,330 | $12.84M | 3.4% | +22.0% | 0.040% | |
7/30/2025 | Bleakley Financial Group LLC | 16,229 | $822K | 0.0% | -4.5% | 0.003% | |
7/30/2025 | Insight Advisors LLC PA | 96,382 | $4.89M | 0.8% | +25.4% | 0.015% | |
7/30/2025 | Strategic Blueprint LLC | 8,498 | $431K | 0.0% | -14.3% | 0.001% | |
7/30/2025 | Principle Wealth Partners LLC | 103,347 | $5.24M | 0.3% | +20.9% | 0.016% | |
7/30/2025 | LifeWealth Investments LLC | 24,109 | $1.22M | 0.4% | -3.4% | 0.004% | |
7/30/2025 | Freedom Investment Management Inc. | 23,746 | $1.20M | 0.1% | -80.2% | 0.004% | |
7/30/2025 | Caliber Wealth Management LLC KS | 15,031 | $762K | 0.1% | -8.3% | 0.002% | |
7/30/2025 | Dudley Capital Management LLC | 13,536 | $686K | 0.3% | +26.3% | 0.002% | |
7/30/2025 | Steel Grove Capital Advisors LLC | 10,569 | $536K | 0.1% | N/A | 0.002% | |
7/30/2025 | Patten Group Inc. | 86,348 | $4.38M | 0.9% | +14.6% | 0.014% | |
7/30/2025 | Brookstone Capital Management | 30,110 | $1.53M | 0.0% | +71.7% | 0.005% | |
7/30/2025 | D.A. Davidson & CO. | 339,905 | $17.23M | 0.1% | +23.9% | 0.053% | |
7/30/2025 | Cullen Frost Bankers Inc. | 949 | $48K | 0.0% | +75.4% | 0.000% | |
7/30/2025 | Gimbal Financial | 7,862 | $398K | 0.2% | N/A | 0.001% | |
7/30/2025 | Lionsbridge Wealth Management LLC | 20,472 | $1.04M | 1.0% | +42.5% | 0.003% | |
7/30/2025 | Divergent Planning LLC | 553,661 | $28.06M | 5.1% | N/A | 0.087% | |
7/30/2025 | VCI Wealth Management LLC | 261,966 | $13.28M | 4.6% | +13.5% | 0.041% | |
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7/30/2025 | Klingman & Associates LLC | 53,910 | $2.73M | 0.2% | -6.1% | 0.008% | |
7/30/2025 | Mills Wealth Advisors LLC | 81,363 | $4.12M | 1.9% | -37.7% | 0.013% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 24,495 | $1.24M | 0.1% | +19.1% | 0.004% | |
7/30/2025 | Nottingham Advisors Inc. | 49,710 | $2.52M | 0.4% | -19.1% | 0.008% | |
7/30/2025 | Financial Perspectives Inc | 47,794 | $2.42M | 0.7% | -10.1% | 0.008% | |
7/30/2025 | Alexis Investment Partners LLC | 159,122 | $8.06M | 3.5% | +152.7% | 0.025% | |
7/30/2025 | Fairway Wealth LLC | 3,775 | $191K | 0.0% | -5.0% | 0.001% | |
7/30/2025 | Canvas Wealth Advisors LLC | 53,819 | $2.73M | 0.6% | +1.1% | 0.008% | |
7/30/2025 | Crewe Advisors LLC | 82,588 | $4.19M | 0.6% | -41.2% | 0.013% | |
7/30/2025 | Arbor Investment Advisors LLC | 409,240 | $20.74M | 2.7% | +2.8% | 0.064% | |