10/16/2025 | Rebalance LLC | 2,075,427 | $69.26M | 4.2% | +4.0% | 0.609% | |
10/16/2025 | Elite Life Management LLC | 10,681 | $358K | 0.7% | +19.6% | 0.003% | |
10/16/2025 | HBK Sorce Advisory LLC | 1,465,759 | $49.09M | 1.2% | +8.4% | 0.430% | |
10/16/2025 | Stonekeep Investments LLC | 115,940 | $3.87M | 2.5% | +4.1% | 0.034% | |
10/16/2025 | Blue Trust Inc. | 1,626 | $54K | 0.0% | +109.3% | 0.000% | |
10/16/2025 | Johnson Bixby & Associates LLC | 41,584 | $1.39M | 0.2% | -1.7% | 0.012% | |
10/15/2025 | Financial Management Professionals Inc. | 3,392 | $113K | 0.0% | -25.2% | 0.001% | |
10/15/2025 | CWM LLC | 38,583 | $1.29M | 0.0% | -58.8% | 0.011% | |
10/15/2025 | BSW Wealth Partners | 11,098 | $370K | 0.0% | -2.6% | 0.003% | |
10/15/2025 | Patriot Investment Management Group Inc. | 164,692 | $5.50M | 0.4% | -0.3% | 0.048% | |
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10/15/2025 | Gemmer Asset Management LLC | 278,756 | $9.30M | 0.8% | +8.1% | 0.082% | |
10/15/2025 | Pure Portfolios Holdings LLC | 491,160 | $16.39M | 5.1% | -0.7% | 0.144% | |
10/15/2025 | World Investment Advisors | 82,131 | $2.74M | 0.1% | +1.0% | 0.024% | |
10/15/2025 | Brookstone Capital Management | 25,527 | $852K | 0.0% | +20.6% | 0.007% | |
10/15/2025 | Private Trust Co. NA | 8,141 | $272K | 0.0% | -25.8% | 0.002% | |
10/15/2025 | Successful Portfolios LLC | 6,494 | $217K | 0.1% | N/A | 0.002% | |
10/15/2025 | Cornerstone Wealth Advisors Inc. | 195,796 | $6.53M | 1.6% | -1.9% | 0.057% | |
10/15/2025 | Plancorp LLC | 10,786 | $360K | 0.0% | +5.2% | 0.003% | |
10/14/2025 | Cliftonlarsonallen Wealth Advisors LLC | 161,003 | $5.37M | 0.1% | +0.2% | 0.047% | |
10/14/2025 | Farther Finance Advisors LLC | 105,138 | $3.51M | 0.1% | -3.5% | 0.031% | |
10/14/2025 | Market Street Wealth Management Advisors LLC | 6,609 | $221K | 0.0% | N/A | 0.002% | |
10/14/2025 | HBK Sorce Advisory LLC | 1,544,538 | $52.34M | 1.1% | +14.2% | 0.453% | |
10/14/2025 | BlueSky Wealth Advisors LLC | 1,164,240 | $38.85M | 5.2% | -1.1% | 0.341% | |
10/14/2025 | Pioneer Wealth Management Group | 102,479 | $3.42M | 1.1% | -2.2% | 0.030% | |
10/10/2025 | Diversified Enterprises LLC | 61,054 | $2.04M | 0.1% | +6.2% | 0.018% | |
10/10/2025 | Charles Schwab Trust Co | 642,699 | $21.45M | 1.5% | +5.3% | 0.188% | |
10/10/2025 | Myecfo LLC | 109,909 | $3.67M | 1.7% | -4.0% | 0.032% | |
10/10/2025 | Red Door Wealth Management LLC | 14,873 | $496K | 0.1% | +40.1% | 0.004% | |
10/10/2025 | Newton One Investments LLC | 2,688 | $90K | 0.0% | -44.7% | 0.001% | |
10/10/2025 | FC Advisory LLC | 22,272 | $743K | 0.2% | +7.3% | 0.007% | |
10/10/2025 | Abound Wealth Management | 14,379 | $480K | 0.1% | -13.8% | 0.004% | |
10/10/2025 | Castleview Partners LLC | 7,802 | $260K | 0.1% | N/A | 0.002% | |
10/10/2025 | Focus Financial Network Inc. | 62,668 | $2.09M | 0.1% | +3.4% | 0.018% | |
10/9/2025 | CGN Advisors LLC | 6,543 | $218K | 0.0% | N/A | 0.002% | |
10/9/2025 | Bartlett & CO. Wealth Management LLC | 128,447 | $4.29M | 0.1% | -2.3% | 0.038% | |
10/9/2025 | Whitcomb & Hess Inc. | 30,635 | $1.02M | 0.3% | -4.6% | 0.009% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 10,970 | $366K | 0.0% | +11.7% | 0.003% | |
10/9/2025 | Guardian Financial Partners LLC | 197,412 | $6.59M | 2.8% | -1.9% | 0.058% | |
10/9/2025 | Embree Financial Group | 70,382 | $2.35M | 0.3% | -9.2% | 0.021% | |
10/9/2025 | Riversedge Advisors LLC | 9,423 | $314K | 0.1% | -3.6% | 0.003% | |
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10/8/2025 | ZynergyRetirementPlanningLLC | 115,668 | $3.86M | 2.4% | +0.6% | 0.034% | |
10/8/2025 | Asset Allocation Strategies LLC | 110,340 | $3.68M | 0.7% | +10.5% | 0.032% | |
10/8/2025 | Wedmont Private Capital | 272,123 | $9.17M | 0.3% | -3.4% | 0.080% | |
10/8/2025 | Balefire LLC | 18,299 | $611K | 0.1% | +67.5% | 0.005% | |
10/7/2025 | Family Legacy Financial Solutions LLC | 6,860 | $229K | 0.2% | -8.6% | 0.002% | |
10/7/2025 | Carolina Wealth Advisors LLC | 7,552 | $252K | 0.1% | -79.3% | 0.002% | |
10/7/2025 | Hardin Capital Partners LLC | 12,231 | $408K | 0.2% | +4.9% | 0.004% | |
10/7/2025 | Thrive Wealth Management LLC | 9,025 | $301K | 0.0% | +6.5% | 0.003% | |
10/6/2025 | Orgel Wealth Management LLC | 1,969,045 | $65.71M | 1.5% | +0.9% | 0.577% | |
10/6/2025 | Fragasso Financial Advisors Inc | 21,738 | $734K | 0.0% | -6.0% | 0.006% | |
10/6/2025 | Heartwood Wealth Advisors LLC | 1,541,281 | $51.43M | 4.8% | +0.7% | 0.452% | |
10/6/2025 | Boltwood Capital Management | 241,952 | $8.07M | 2.1% | +0.5% | 0.071% | |
10/6/2025 | Venture Visionary Partners LLC | 6,604 | $220K | 0.0% | N/A | 0.002% | |
10/6/2025 | Cambridge Financial Group LLC | 59,647 | $1.99M | 0.6% | -14.1% | 0.017% | |
10/3/2025 | Breakwater Investment Management | 74,643 | $2.49M | 0.9% | -3.7% | 0.022% | |
10/2/2025 | AHL Investment Management Inc. | 6,439 | $215K | 0.1% | N/A | 0.002% | |
9/26/2025 | Corient Private Wealth LLC | 116,562 | $3.51M | 0.0% | -87.8% | 0.034% | |
9/12/2025 | Valeo Financial Advisors LLC | 56,348 | $1.70M | 0.0% | +323.9% | 0.017% | |
9/9/2025 | Cambridge Financial Group LLC | 69,467 | $2.09M | 0.8% | +37.3% | 0.020% | |
9/4/2025 | ZynergyRetirementPlanningLLC | 115,021 | $3.47M | 2.3% | +2.0% | 0.034% | |
9/4/2025 | Osaic Holdings Inc. | 531,665 | $16.03M | 0.0% | -2.2% | 0.156% | |
8/27/2025 | Orion Porfolio Solutions LLC | 31,469 | $948K | 0.0% | +19.0% | 0.009% | |
8/27/2025 | Seneca Financial Advisors LLC | 299,987 | $9.04M | 3.5% | -0.6% | 0.088% | |
8/22/2025 | Carter Financial Group INC. | 6,877 | $207K | 0.1% | N/A | 0.002% | |
8/22/2025 | TT Capital Management LLC | 76,124 | $2.17M | 0.7% | N/A | 0.022% | |
8/19/2025 | Cape Investment Advisory Inc. | 118,319 | $3.57M | 1.3% | +0.3% | 0.035% | |
8/19/2025 | Advisory Services Network LLC | 30,315 | $923K | 0.0% | +42.6% | 0.009% | |
8/19/2025 | Anchor Investment Management LLC | 61,212 | $1.85M | 0.2% | -11.2% | 0.018% | |
8/18/2025 | Geneos Wealth Management Inc. | 245,601 | $7.40M | 0.2% | -0.8% | 0.072% | |
8/18/2025 | Front Row Advisors LLC | 10,331 | $311K | 0.1% | +5.5% | 0.003% | |
8/16/2025 | Headlands Technologies LLC | 1,436 | $43K | 0.0% | N/A | 0.000% | |
8/15/2025 | Nikulski Financial Inc. | 20,332 | $613K | 0.2% | +61.1% | 0.006% | |
8/15/2025 | FFT Wealth Management LLC | 8,848 | $275K | 0.1% | -22.2% | 0.003% | |
8/15/2025 | Asset Allocation Strategies LLC | 99,855 | $3.01M | 0.6% | +7.7% | 0.029% | |
8/15/2025 | Corient Private Wealth LLC | 2,631,208 | $79.31M | 0.1% | +176.4% | 0.772% | |
8/15/2025 | Chapman Financial Group LLC | 4,702 | $142K | 0.1% | N/A | 0.001% | |
8/15/2025 | Captrust Financial Advisors | 262,346 | $7.91M | 0.0% | -6.6% | 0.077% | |
8/15/2025 | WFA of San Diego LLC | 5,391 | $162K | 0.1% | N/A | 0.002% | |
8/15/2025 | Visionary Wealth Advisors | 250,922 | $7.56M | 0.4% | -20.4% | 0.074% | |
8/15/2025 | Smartleaf Asset Management LLC | 19,515 | $588K | 0.1% | -10.8% | 0.006% | |
8/15/2025 | Orion Porfolio Solutions LLC | 31,469 | $948K | 0.0% | +19.0% | 0.009% | |
8/15/2025 | MML Investors Services LLC | 141,965 | $4.28M | 0.0% | +5.1% | 0.042% | |
8/15/2025 | Modern Wealth Management LLC | 17,699 | $533K | 0.0% | +7.5% | 0.005% | |
8/15/2025 | HRT Financial LP | 59,515 | $1.79M | 0.0% | +20.2% | 0.017% | |
8/15/2025 | IHT Wealth Management LLC | 324,196 | $9.77M | 0.3% | +1,505.0% | 0.095% | |
8/15/2025 | Great Valley Advisor Group Inc. | 91,130 | $2.75M | 0.1% | -5.1% | 0.027% | |
8/15/2025 | EP Wealth Advisors LLC | 95,094 | $2.87M | 0.0% | +1.3% | 0.028% | |
8/15/2025 | Bcwm LLC | 18,297 | $551K | 0.2% | -3.7% | 0.005% | |
8/15/2025 | Benjamin Edwards Inc. | 704,543 | $21.24M | 0.3% | +4.7% | 0.207% | |
8/15/2025 | Bishop & Co Investment Management LLC | 142,239 | $4.29M | 1.5% | -4.5% | 0.042% | |
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8/15/2025 | Bank of America Corp DE | 251,611 | $7.58M | 0.0% | +5.9% | 0.074% | |
8/15/2025 | Ameriprise Financial Inc. | 372,272 | $11.22M | 0.0% | +146.9% | 0.109% | |
8/14/2025 | Jane Street Group LLC | 51,487 | $1.55M | 0.0% | -19.4% | 0.015% | |
8/14/2025 | Ausdal Financial Partners Inc. | 108,653 | $3.28M | 0.2% | +0.5% | 0.032% | |
8/14/2025 | Raymond James Financial Inc. | 213,009 | $6.42M | 0.0% | +5.7% | 0.062% | |
8/14/2025 | Betterment LLC | 105,595 | $3.18M | 0.0% | +17.9% | 0.031% | |
8/14/2025 | Quantinno Capital Management LP | 34,567 | $1.04M | 0.0% | +120.5% | 0.010% | |
8/14/2025 | AllSquare Wealth Management LLC | 82,701 | $2.49M | 1.4% | -0.8% | 0.024% | |
8/14/2025 | Peapack Gladstone Financial Corp | 51,510 | $1.55M | 0.0% | -2.8% | 0.015% | |
8/14/2025 | Hamilton Capital LLC | 72,015 | $2.17M | 0.1% | +5.7% | 0.021% | |