7/30/2025 | Exencial Wealth Advisors LLC | 89,460 | $20.12M | 0.7% | +1.2% | 0.275% | |
7/30/2025 | Phillips Financial Management LLC | 44,497 | $10.01M | 0.7% | -0.1% | 0.137% | |
7/30/2025 | D.A. Davidson & CO. | 4,448 | $1.00M | 0.0% | +1.4% | 0.014% | |
7/30/2025 | St. Johns Investment Management Company LLC | 150 | $34K | 0.0% | N/A | 0.000% | |
7/30/2025 | Pacific Sun Financial Corp | 2,511 | $565K | 0.3% | -2.3% | 0.008% | |
7/30/2025 | Clune & Associates LTD. | 1,305 | $293K | 0.1% | N/A | 0.004% | |
7/29/2025 | Elevation Capital Advisory LLC | 26,724 | $6.01M | 2.4% | N/A | 0.082% | |
7/29/2025 | Forvis Mazars Wealth Advisors LLC | 197,881 | $44.51M | 1.0% | -1.4% | 0.607% | |
7/29/2025 | Flavin Financial Services Inc. | 2,543 | $572K | 0.6% | -31.2% | 0.008% | |
7/29/2025 | Systelligence LLC | 66,482 | $14.95M | 2.8% | +8.3% | 0.204% | |
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7/29/2025 | Signature Estate & Investment Advisors LLC | 1,638 | $368K | 0.0% | -20.7% | 0.005% | |
7/29/2025 | Koshinski Asset Management Inc. | 1,071 | $241K | 0.0% | N/A | 0.003% | |
7/29/2025 | Stratos Wealth Partners LTD. | 5,612 | $1.26M | 0.0% | -28.2% | 0.017% | |
7/29/2025 | Harbor Asset Planning Inc. | 4,783 | $1.08M | 1.0% | N/A | 0.015% | |
7/28/2025 | Patten & Patten Inc. TN | 27,288 | $6.14M | 0.4% | +27.9% | 0.084% | |
7/28/2025 | Davidson Investment Advisors | 986 | $222K | 0.0% | -9.6% | 0.003% | |
7/28/2025 | Mutual Advisors LLC | 901 | $209K | 0.0% | N/A | 0.003% | |
7/28/2025 | Harbour Investments Inc. | 8,799 | $1.98M | 0.1% | +4.3% | 0.027% | |
7/28/2025 | Davidson Trust Co. | 986 | $222K | 0.1% | -9.6% | 0.003% | |
7/28/2025 | Brown Financial Advisory | 2,334 | $525K | 0.3% | +94.8% | 0.007% | |
7/28/2025 | RFG Advisory LLC | 9,053 | $2.04M | 0.0% | N/A | 0.028% | |
7/25/2025 | Northwest Capital Management Inc | 3,545 | $797K | 0.4% | -32.7% | 0.011% | |
7/25/2025 | Atria Wealth Solutions Inc. | 10,290 | $2.33M | 0.1% | -27.8% | 0.032% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 5,372 | $1.21M | 0.0% | -17.6% | 0.016% | |
7/25/2025 | RHS Financial LLC | 1,344 | $302K | 0.2% | -69.0% | 0.004% | |
7/25/2025 | CWM LLC | 6,997 | $1.57M | 0.0% | +9.4% | 0.021% | |
7/25/2025 | Concurrent Investment Advisors LLC | 8,553 | $1.92M | 0.0% | +15.6% | 0.026% | |
7/25/2025 | Johnson Investment Counsel Inc. | 959 | $216K | 0.0% | N/A | 0.003% | |
7/25/2025 | Apollon Wealth Management LLC | 1,614 | $363K | 0.0% | +5.7% | 0.005% | |
7/24/2025 | JFS Wealth Advisors LLC | 5,433 | $1.22M | 0.1% | -3.7% | 0.017% | |
7/24/2025 | Costello Asset Management INC | 350 | $79K | 0.0% | -12.7% | 0.001% | |
7/24/2025 | MA Private Wealth | 73,334 | $16.49M | 3.0% | -1.1% | 0.225% | |
7/24/2025 | IFP Advisors Inc | 25,717 | $5.78M | 0.2% | -1.6% | 0.079% | |
7/24/2025 | Blair William & Co. IL | 2,480 | $558K | 0.0% | +4.4% | 0.008% | |
7/24/2025 | Capital Advisors Ltd. LLC | 2,185 | $491K | 0.1% | +6.7% | 0.007% | |
7/24/2025 | Leo Wealth LLC | 14,225 | $3.20M | 0.2% | N/A | 0.044% | |
7/24/2025 | US Bancorp DE | 9,442 | $2.12M | 0.0% | -9.2% | 0.029% | |
7/23/2025 | Eagle Strategies LLC | 8,590 | $1.93M | 0.3% | +9.4% | 0.027% | |
7/23/2025 | Clear Creek Financial Management LLC | 11,402 | $2.57M | 0.2% | +1.1% | 0.035% | |
7/23/2025 | Valmark Advisers Inc. | 13,023 | $2.93M | 0.0% | +5.7% | 0.040% | |
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7/23/2025 | TriaGen Wealth Management LLC | 47,051 | $10.58M | 3.2% | +2.3% | 0.146% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 18,560 | $4.18M | 0.1% | -1.2% | 0.057% | |
7/22/2025 | Berkshire Money Management Inc. | 533 | $120K | 0.0% | -98.9% | 0.002% | |
7/22/2025 | Global Assets Advisory LLC | 1,400 | $314K | 0.1% | -67.9% | 0.004% | |
7/22/2025 | OLD National Bancorp IN | 6,245 | $1.41M | 0.0% | -34.3% | 0.019% | |
7/22/2025 | USAdvisors Wealth Management LLC | 19,270 | $4.34M | 1.6% | -5.0% | 0.060% | |
7/22/2025 | Silvia Mccoll Wealth Management LLC | 6,456 | $1.45M | 1.1% | -3.8% | 0.020% | |
7/22/2025 | Checchi Capital Advisers LLC | 4,147 | $933K | 0.1% | -2.3% | 0.013% | |
7/22/2025 | Apexium Financial LP | 11,492 | $2.59M | 0.1% | -18.4% | 0.036% | |
7/21/2025 | Segment Wealth Management LLC | 26,448 | $5.95M | 0.4% | +9.1% | 0.082% | |
7/21/2025 | Jackson Wealth Management LLC | 18,484 | $4.16M | 0.5% | -1.3% | 0.057% | |
7/21/2025 | Ascent Group LLC | 101,899 | $22.92M | 0.9% | +48.5% | 0.315% | |
7/21/2025 | Ameritas Advisory Services LLC | 3,295 | $741K | 0.0% | -41.5% | 0.010% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 72,709 | $16.35M | 0.4% | +2.8% | 0.225% | |
7/21/2025 | 1900 Wealth Management LLC | 15,494 | $3.49M | 0.3% | -0.5% | 0.048% | |
7/21/2025 | Verus Financial Partners Inc. | 208,041 | $47.18M | 4.8% | -0.8% | 0.643% | |
7/21/2025 | Triad Wealth Partners LLC | 31,366 | $7.06M | 1.4% | +99.0% | 0.097% | |
7/21/2025 | FSA Wealth Partners Inc. | 92,218 | $20.74M | 10.0% | -6.0% | 0.285% | |
7/18/2025 | Institute for Wealth Management LLC. | 1,147 | $258K | 0.0% | -4.2% | 0.004% | |
7/18/2025 | Truist Financial Corp | 190,959 | $42.95M | 0.1% | +5.8% | 0.586% | |
7/18/2025 | BCU Wealth Advisors LLC | 2,793 | $628K | 0.3% | +16.7% | 0.009% | |
7/17/2025 | Capital Investment Advisors LLC | 75,160 | $16.91M | 0.3% | +7.4% | 0.232% | |
7/17/2025 | Janney Montgomery Scott LLC | 88,291 | $19.86M | 0.1% | +82.4% | 0.273% | |
7/17/2025 | Fifth Third Securities Inc. | 3,620 | $814K | 0.1% | -2.6% | 0.011% | |
7/17/2025 | GC Wealth Management RIA LLC | 2,046 | $460K | 0.0% | -12.9% | 0.006% | |
7/17/2025 | Alpine Bank Wealth Management | 2,196 | $494K | 0.1% | N/A | 0.007% | |
7/17/2025 | Fiduciary Advisors Inc. | 23,992 | $5.40M | 4.7% | +2.4% | 0.074% | |
7/17/2025 | David Kennon Inc | 11,933 | $2.68M | 1.0% | +0.7% | 0.037% | |
7/16/2025 | Beaumont Financial Advisors LLC | 4,053 | $912K | 0.1% | -6.9% | 0.013% | |
7/16/2025 | MKT Advisors LLC | 2,668 | $598K | 0.2% | N/A | 0.008% | |
7/16/2025 | Wealth Group Ltd | 1,273 | $286K | 0.1% | N/A | 0.004% | |
7/16/2025 | Steph & Co. | 35,226 | $7.92M | 2.6% | +18.5% | 0.109% | |
7/16/2025 | Maridea Wealth Management LLC | 3,273 | $736K | 0.2% | +23.3% | 0.010% | |
7/15/2025 | McAdam LLC | 1,977 | $445K | 0.0% | -7.9% | 0.006% | |
7/15/2025 | Great Oak Capital Partners LLC | 927 | $210K | 0.1% | N/A | 0.003% | |
7/15/2025 | James J. Burns & Company LLC | 13,071 | $2.94M | 0.5% | -25.9% | 0.040% | |
7/15/2025 | Fifth Third Bancorp | 2,243 | $504K | 0.0% | -2.2% | 0.007% | |
7/15/2025 | Sheets Smith Wealth Management | 3,200 | $720K | 0.1% | -8.6% | 0.010% | |
7/15/2025 | Bay Capital Advisors LLC | 2,804 | $631K | 0.5% | +5.7% | 0.009% | |
7/15/2025 | Revisor Wealth Management LLC | 2,532 | $576K | 0.2% | -45.6% | 0.008% | |
7/15/2025 | CGN Advisors LLC | 1,631 | $367K | 0.0% | -5.0% | 0.005% | |
7/14/2025 | Buttonwood Financial Group LLC | 57,573 | $12.99M | 6.6% | +22.9% | 0.178% | |
7/14/2025 | Wooster Corthell Wealth Management Inc. | 481,051 | $108.20M | 20.0% | +1.4% | 1.487% | |
7/14/2025 | Flagstar Advisors Inc. | 2,291 | $517K | 0.1% | +5.4% | 0.007% | |
7/14/2025 | Park Avenue Securities LLC | 13,877 | $3.12M | 0.0% | -2.6% | 0.043% | |
7/14/2025 | Sowell Financial Services LLC | 1,144 | $257K | 0.0% | N/A | 0.004% | |
7/14/2025 | Physician Wealth Advisors Inc. | 39,603 | $8.91M | 1.4% | +4.6% | 0.122% | |
7/11/2025 | Colorado Capital Management Inc. | 47,340 | $10.65M | 4.6% | +15.0% | 0.146% | |
7/11/2025 | Compass Ion Advisors LLC | 2,200 | $495K | 0.1% | -2.1% | 0.007% | |
7/11/2025 | Hilltop Wealth Advisors LLC | 12,415 | $2.79M | 1.6% | -0.6% | 0.038% | |
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7/11/2025 | Capital Advantage Inc. | 59,049 | $13.28M | 2.1% | -30.3% | 0.182% | |
7/11/2025 | Farther Finance Advisors LLC | 4,945 | $1.11M | 0.0% | +8.5% | 0.015% | |
7/11/2025 | Silver Oak Securities Incorporated | 9,565 | $2.15M | 0.2% | -28.2% | 0.030% | |
7/11/2025 | TCV Trust & Wealth Management Inc. | 1,105 | $249K | 0.0% | -19.3% | 0.003% | |
7/10/2025 | HF Advisory Group LLC | 13,715 | $3.09M | 1.2% | -1.2% | 0.042% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 88,581 | $20.14M | 0.0% | +10.9% | 0.274% | |
7/10/2025 | Brooklyn FI LLC | 3,941 | $886K | 0.2% | -81.0% | 0.012% | |
7/10/2025 | Sovran Advisors LLC | 13,402 | $3.02M | 0.3% | +20.4% | 0.041% | |
7/9/2025 | Praetorian Wealth Management Inc. | 88,207 | $19.84M | 4.6% | N/A | 0.273% | |
7/9/2025 | Breakwater Investment Management | 6,456 | $1.45M | 0.6% | -7.4% | 0.020% | |