10/21/2025 | Financial Consulate Inc. | 2,225 | $210K | 0.0% | N/A | 0.006% | |
10/21/2025 | Salomon & Ludwin LLC | 8,760 | $831K | 0.1% | +1.3% | 0.023% | |
10/21/2025 | My Personal CFO LLC | 2,311 | $218K | 0.1% | N/A | 0.006% | |
10/21/2025 | Mather Group LLC. | 101,598 | $9.58M | 0.1% | -5.6% | 0.268% | |
10/20/2025 | Motive Wealth Advisors | 14,158 | $1.34M | 0.6% | +2.9% | 0.037% | |
10/20/2025 | Merit Financial Group LLC | 15,498 | $1.46M | 0.0% | -12.1% | 0.041% | |
10/20/2025 | Marietta Wealth Management LLC | 115,452 | $10.89M | 1.3% | +49.0% | 0.304% | |
10/20/2025 | Meridian Financial Advisors LLC | 3,906 | $368K | 0.2% | -3.1% | 0.010% | |
10/20/2025 | American Financial & Tax Strategies Inc. | 21,640 | $2.04M | 1.0% | -1.1% | 0.057% | |
10/17/2025 | Goldstone Financial Group LLC | 47,073 | $4.44M | 0.5% | +3.3% | 0.124% | |
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10/17/2025 | Total Wealth Planning LLC | 17,695 | $1.67M | 0.2% | -1.7% | 0.047% | |
10/17/2025 | Stonebridge Wealth Management LLC | 20,314 | $1.92M | 1.7% | -1.0% | 0.054% | |
10/17/2025 | Apollon Wealth Management LLC | 4,215 | $398K | 0.0% | +62.1% | 0.011% | |
10/16/2025 | Bill Few Associates Inc. | 7,597 | $716K | 0.2% | +1.8% | 0.020% | |
10/16/2025 | Comprehensive Financial Consultants Institutional Inc. | 6,664 | $628K | 0.2% | -28.6% | 0.018% | |
10/16/2025 | Burney Co. | 9,699 | $915K | 0.0% | -30.6% | 0.026% | |
10/15/2025 | CWM LLC | 171,129 | $16.14M | 0.0% | -9.4% | 0.451% | |
10/15/2025 | GEN Financial Management INC. | 29,647 | $2.80M | 2.4% | -7.4% | 0.078% | |
10/15/2025 | Marathon Mission Inc. | 44,505 | $4.20M | 2.5% | -0.8% | 0.117% | |
10/15/2025 | HRC Wealth Management LLC | 73,561 | $6.94M | 3.4% | +1.2% | 0.194% | |
10/15/2025 | Norden Group LLC | 4,761 | $449K | 0.0% | -52.1% | 0.013% | |
10/15/2025 | World Investment Advisors | 15,517 | $1.46M | 0.0% | -1.7% | 0.041% | |
10/15/2025 | Mascagni Wealth Management Inc. | 2,441 | $230K | 0.2% | -8.7% | 0.006% | |
10/15/2025 | Atwood & Palmer Inc. | 505 | $48K | 0.0% | N/A | 0.001% | |
10/15/2025 | Brookstone Capital Management | 24,992 | $2.36M | 0.0% | +3.2% | 0.066% | |
10/15/2025 | Private Trust Co. NA | 7,367 | $695K | 0.1% | -14.2% | 0.019% | |
10/15/2025 | Founders Financial Securities LLC | 10,813 | $1.02M | 0.1% | +111.6% | 0.028% | |
10/14/2025 | Farther Finance Advisors LLC | 6,826 | $644K | 0.0% | +10.8% | 0.018% | |
10/14/2025 | Fortitude Financial LLC | 250,745 | $23.65M | 15.1% | -1.5% | 0.661% | |
10/10/2025 | Diversified Enterprises LLC | 499,189 | $47.08M | 3.2% | +4.7% | 1.314% | |
10/10/2025 | Focus Financial Network Inc. | 25,170 | $2.37M | 0.1% | -5.4% | 0.066% | |
10/9/2025 | AdvisorNet Financial Inc | 3,966 | $374K | 0.0% | +2.9% | 0.010% | |
10/9/2025 | Waller Financial Planning Group Inc. | 49,810 | $4.70M | 1.1% | +1.9% | 0.131% | |
10/9/2025 | Stillwater Capital Advisors LLC | 32,464 | $3.06M | 0.3% | +0.8% | 0.085% | |
10/9/2025 | Wealth Advisors Northwest LLC | 3,811 | $359K | 0.2% | -2.7% | 0.010% | |
10/8/2025 | Wedmont Private Capital | 2,147 | $201K | 0.0% | N/A | 0.006% | |
10/8/2025 | Ignite Planners LLC | 17,835 | $1.68M | 0.3% | +0.8% | 0.047% | |
10/8/2025 | KWB Wealth | 234,829 | $20.84M | 2.3% | +34.6% | 0.620% | |
10/8/2025 | Balefire LLC | 2,439 | $230K | 0.0% | +6.3% | 0.006% | |
10/7/2025 | Grant Private Wealth Management Inc | 4,933 | $465K | 0.3% | N/A | 0.013% | |
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10/7/2025 | Friday Financial | 15,282 | $1.44M | 0.6% | +23.4% | 0.040% | |
10/6/2025 | Fragasso Financial Advisors Inc | 66,301 | $6.29M | 0.4% | -1.4% | 0.175% | |
10/6/2025 | Inspirion Wealth Advisors LLC | 7,911 | $737K | 0.1% | +4.2% | 0.021% | |
10/2/2025 | Investors Research Corp | 13,931 | $1.31M | 0.2% | -0.8% | 0.037% | |
9/29/2025 | Vestwell Advisors LLC | 7,123 | $632K | 0.3% | N/A | 0.019% | |
9/24/2025 | Fortitude Financial LLC | 254,647 | $22.60M | 14.4% | N/A | 0.674% | |
9/4/2025 | Osaic Holdings Inc. | 286,918 | $25.46M | 0.0% | +0.1% | 0.759% | |
8/27/2025 | Stonebridge Wealth Management LLC | 20,509 | $1.82M | 1.8% | N/A | 0.054% | |
8/27/2025 | Orion Porfolio Solutions LLC | 10,044 | $891K | 0.0% | -7.1% | 0.027% | |
8/25/2025 | BLVD Private Wealth LLC | 3,205 | $284K | 0.3% | N/A | 0.008% | |
8/19/2025 | Asset Dedication LLC | 7,632 | $677K | 0.0% | -1.6% | 0.020% | |
8/18/2025 | Geneos Wealth Management Inc. | 47,248 | $4.19M | 0.1% | +12.7% | 0.125% | |
8/15/2025 | Tower Research Capital LLC TRC | 10,046 | $892K | 0.0% | N/A | 0.027% | |
8/15/2025 | Urban Financial Advisory Corp | 5,107 | $453K | 0.2% | +24.7% | 0.014% | |
8/15/2025 | Corient Private Wealth LLC | 6,416 | $570K | 0.0% | +96.2% | 0.017% | |
8/15/2025 | Equitable Holdings Inc. | 307,958 | $27.33M | 0.2% | +33.5% | 0.815% | |
8/15/2025 | Florida Financial Advisors LLC | 16,517 | $1.49M | 0.5% | -18.8% | 0.044% | |
8/15/2025 | Optimist Retirement Group LLC | 132,382 | $11.75M | 5.6% | +0.9% | 0.350% | |
8/15/2025 | Captrust Financial Advisors | 17,328 | $1.54M | 0.0% | -3.5% | 0.046% | |
8/15/2025 | Visionary Wealth Advisors | 10,930 | $970K | 0.0% | -24.9% | 0.029% | |
8/15/2025 | Scott Marsh Financial LLC | 4,880 | $433K | 0.2% | N/A | 0.013% | |
8/15/2025 | Smartleaf Asset Management LLC | 635 | $56K | 0.0% | +21.0% | 0.002% | |
8/15/2025 | Snowden Capital Advisors LLC | 13,437 | $1.19M | 0.0% | +3.2% | 0.036% | |
8/15/2025 | Redwood Investment Management LLC | 46,189 | $4.10M | 0.4% | +24.3% | 0.122% | |
8/15/2025 | Orion Porfolio Solutions LLC | 10,044 | $891K | 0.0% | -7.1% | 0.027% | |
8/15/2025 | MML Investors Services LLC | 62,973 | $5.59M | 0.0% | +58.4% | 0.167% | |
8/15/2025 | EP Wealth Advisors LLC | 4,392 | $390K | 0.0% | -19.4% | 0.012% | |
8/15/2025 | Benjamin Edwards Inc. | 4,093 | $363K | 0.0% | -98.4% | 0.011% | |
8/15/2025 | Bishop & Co Investment Management LLC | 4,138 | $367K | 0.1% | N/A | 0.011% | |
8/15/2025 | Bank of America Corp DE | 1,839,618 | $163.27M | 0.0% | +4.5% | 4.867% | |
8/15/2025 | Ameriprise Financial Inc. | 999,347 | $88.63M | 0.0% | +1.5% | 2.644% | |
8/14/2025 | Connecticut Wealth Management LLC | 14,180 | $1.26M | 0.1% | -1.2% | 0.038% | |
8/14/2025 | Jane Street Group LLC | 14,186 | $1.26M | 0.0% | +1.7% | 0.038% | |
8/14/2025 | Raymond James Financial Inc. | 247,628 | $21.98M | 0.0% | +9.4% | 0.655% | |
8/14/2025 | Quantinno Capital Management LP | 3,558 | $316K | 0.0% | +12.7% | 0.009% | |
8/14/2025 | Diversify Wealth Management LLC | 2,219 | $204K | 0.0% | -68.2% | 0.006% | |
8/14/2025 | Diversify Advisory Services LLC | 4,659 | $429K | 0.0% | -48.6% | 0.012% | |
8/14/2025 | FAS Wealth Partners Inc. | 318,280 | $28.25M | 2.1% | +6.8% | 0.842% | |
8/14/2025 | Financial Strategies Group Inc. | 73,280 | $6.64M | 1.4% | +4.8% | 0.194% | |
8/14/2025 | Prestige Wealth Management Group LLC | 34,759 | $3.09M | 0.6% | +1.1% | 0.092% | |
8/14/2025 | Cary Street Partners Financial LLC | 5,153 | $457K | 0.0% | -22.0% | 0.014% | |
8/14/2025 | Cerity Partners LLC | 3,375 | $300K | 0.0% | -10.2% | 0.009% | |
8/13/2025 | ESG Planning DBA Harper Investing | 2,433 | $216K | 0.1% | N/A | 0.006% | |
8/13/2025 | Cary Street Partners Investment Advisory LLC | 7,354 | $653K | 0.3% | +16.3% | 0.019% | |
8/13/2025 | Victory Financial Group LLC | 113,899 | $10.11M | 1.6% | +19.9% | 0.301% | |
8/13/2025 | Idaho Trust Co | 19,834 | $1.76M | 0.6% | -0.8% | 0.052% | |
8/13/2025 | Quantum Portfolio Management LLC | 19,065 | $1.69M | 0.8% | +2.8% | 0.050% | |
8/13/2025 | Rosenblum Silverman Sutton S F Inc. CA | 3,092 | $274K | 0.1% | +24.8% | 0.008% | |
8/13/2025 | Avestar Capital LLC | 2,418 | $215K | 0.0% | -60.7% | 0.006% | |
8/13/2025 | Vance Wealth LLC | 8,915 | $791K | 0.3% | -10.4% | 0.024% | |
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8/13/2025 | Baird Financial Group Inc. | 71,171 | $6.32M | 0.0% | +1.9% | 0.188% | |
8/13/2025 | WCG Wealth Advisors LLC | 131,392 | $11.66M | 0.8% | +8.7% | 0.348% | |
8/13/2025 | Beacon Pointe Advisors LLC | 6,777 | $601K | 0.0% | +11.8% | 0.018% | |
8/13/2025 | M&T Bank Corp | 24,075 | $2.14M | 0.0% | -8.0% | 0.064% | |
8/13/2025 | Solutions 4 Wealth Ltd | 2,442 | $217K | 0.4% | -41.1% | 0.006% | |
8/13/2025 | Leslie Global Wealth LLC | 51,364 | $4.56M | 2.4% | +8.2% | 0.136% | |
8/13/2025 | Tobias Financial Advisors Inc. | 18,571 | $1.65M | 0.3% | -2.0% | 0.049% | |
8/13/2025 | Balanced Wealth Group LLC | 113,208 | $10.10M | 4.4% | +13.0% | 0.299% | |
8/13/2025 | Denver Wealth Management Inc. | 21,288 | $1.89M | 0.8% | -5.6% | 0.056% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 201,466 | $17.88M | 0.0% | +26.0% | 0.533% | |