8/8/2025 | Financial Gravity Companies Inc. | 288,104 | $12.31M | 1.9% | N/A | 0.099% | |
8/8/2025 | Tortoise Investment Management LLC | 313,052 | $13.38M | 1.3% | +0.3% | 0.108% | |
8/8/2025 | KM Capital Management Ltd. | 5,205 | $222K | 0.1% | N/A | 0.002% | |
8/8/2025 | Rockefeller Capital Management L.P. | 394,638 | $16.96M | 0.0% | +4.7% | 0.136% | |
8/8/2025 | Collaborative Wealth Managment Inc. | 25,610 | $1.10M | 0.5% | +15.2% | 0.009% | |
8/8/2025 | ProVise Management Group LLC | 143,802 | $6.15M | 0.5% | +0.4% | 0.049% | |
8/8/2025 | Cetera Investment Advisers | 1,667,857 | $71.28M | 0.1% | -3.9% | 0.573% | |
8/8/2025 | Creative Planning | 22,882,892 | $978.02M | 0.8% | +0.9% | 7.864% | |
8/8/2025 | Advisory Resource Group | 60,164 | $2.57M | 0.5% | -2.0% | 0.021% | |
8/8/2025 | Meridian Wealth Management LLC | 5,201 | $222K | 0.0% | N/A | 0.002% | |
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8/8/2025 | Foundations Investment Advisors LLC | 37,421 | $1.60M | 0.0% | +13.6% | 0.013% | |
8/8/2025 | Wrapmanager Inc. | 348,712 | $14.90M | 3.6% | +5.1% | 0.120% | |
8/8/2025 | Leicht Financial Planning & Wealth Management Inc. | 240,225 | $10.27M | 4.9% | +93.7% | 0.083% | |
8/8/2025 | Phoenix Wealth Advisors | 105,558 | $4.51M | 1.9% | +34.8% | 0.036% | |
8/8/2025 | Glassman Wealth Services | 2,567 | $110K | 0.0% | -15.3% | 0.001% | |
8/8/2025 | Clearstead Trust LLC | 1,424 | $61K | 0.0% | N/A | 0.000% | |
8/8/2025 | Good Life Advisors LLC | 263,116 | $11.25M | 0.7% | +15.2% | 0.090% | |
8/8/2025 | Better Money Decisions LLC | 263,223 | $11.25M | 6.8% | +4.3% | 0.090% | |
8/8/2025 | PNC Financial Services Group Inc. | 334,327 | $14.29M | 0.0% | +25.6% | 0.115% | |
8/8/2025 | United Asset Strategies Inc. | 15,607 | $667K | 0.1% | -3.8% | 0.005% | |
8/8/2025 | SBI Securities Co. Ltd. | 2,694 | $115K | 0.0% | +28.7% | 0.001% | |
8/8/2025 | Advyzon Investment Management LLC | 187,323 | $8.01M | 1.8% | +2.6% | 0.064% | |
8/7/2025 | Verus Capital Partners LLC | 18,408 | $787K | 0.1% | +1.3% | 0.006% | |
8/7/2025 | Winch Advisory Services LLC | 70,331 | $3.01M | 0.7% | +1.8% | 0.024% | |
8/7/2025 | Cascade Financial Partners LLC | 221,212 | $9.46M | 1.1% | +16.5% | 0.076% | |
8/7/2025 | Nwam LLC | 16,871 | $729K | 0.1% | +188.1% | 0.006% | |
8/7/2025 | Vise Technologies Inc. | 66,939 | $2.86M | 0.1% | N/A | 0.023% | |
8/7/2025 | Allworth Financial LP | 6,689,099 | $285.89M | 1.4% | +1.9% | 2.299% | |
8/7/2025 | Addison Advisors LLC | 1,145 | $49K | 0.0% | N/A | 0.000% | |
8/7/2025 | Hughes Financial Services LLC | 18,486 | $804K | 0.1% | -14.5% | 0.006% | |
8/7/2025 | Fidelis Capital Partners LLC | 42,054 | $1.83M | 0.2% | +33.9% | 0.014% | |
8/7/2025 | Fonville Wealth Management LLC | 135,059 | $5.77M | 1.5% | +8.6% | 0.046% | |
8/7/2025 | PFG Advisors | 31,249 | $1.34M | 0.0% | +233.8% | 0.011% | |
8/7/2025 | CSM Advisors LLC | 30,771 | $1.32M | 0.0% | -80.8% | 0.011% | |
8/7/2025 | WESCAP Management Group Inc. | 39,386 | $1.68M | 0.4% | -21.8% | 0.014% | |
8/6/2025 | AE Wealth Management LLC | 74,841 | $3.20M | 0.0% | -21.6% | 0.026% | |
8/6/2025 | Rialto Wealth Management LLC | 2,530 | $108K | 0.0% | +60.8% | 0.001% | |
8/6/2025 | Vestmark Advisory Solutions Inc. | 29,800 | $1.27M | 0.0% | +107.7% | 0.010% | |
8/6/2025 | Grey Fox Wealth Advisors LLC | 186,248 | $7.96M | 1.9% | +3.2% | 0.064% | |
8/6/2025 | Walkner Condon Financial Advisors LLC | 62,198 | $2.66M | 0.5% | -13.7% | 0.021% | |
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8/6/2025 | Savant Capital LLC | 145,644 | $6.23M | 0.0% | -3.0% | 0.050% | |
8/6/2025 | Forbes Financial Planning Inc. | 45,809 | $1.96M | 1.3% | -37.0% | 0.016% | |
8/6/2025 | Valtinson Bruner Financial Planning LLC | 180,873 | $7.73M | 2.4% | -12.6% | 0.062% | |
8/6/2025 | Modera Wealth Management LLC | 47,822 | $2.04M | 0.0% | +9.3% | 0.016% | |
8/6/2025 | Paladin Advisory Group LLC | 3,507 | $150K | 0.1% | -20.7% | 0.001% | |
8/6/2025 | Regimen Wealth LLC | 8,783 | $375K | 0.1% | N/A | 0.003% | |
8/6/2025 | Golden State Wealth Management LLC | 5,904 | $252K | 0.0% | -17.2% | 0.002% | |
8/6/2025 | Three Cord True Wealth Management LLC | 20,274 | $867K | 0.6% | -2.1% | 0.007% | |
8/6/2025 | Atlantic Union Bankshares Corp | 4,892 | $209K | 0.0% | N/A | 0.002% | |
8/6/2025 | Convergence Financial LLC | 11,694 | $500K | 0.1% | -3.8% | 0.004% | |
8/6/2025 | Csenge Advisory Group | 59,505 | $2.43M | 0.1% | -0.8% | 0.020% | |
8/6/2025 | ORBA Wealth Advisors L.L.C. | 61,703 | $2.64M | 2.4% | -42.9% | 0.021% | |
8/5/2025 | Blue Barn Wealth LLC | 97,749 | $4.18M | 2.0% | +3.0% | 0.034% | |
8/5/2025 | Claro Advisors LLC | 9,953 | $425K | 0.1% | +6.0% | 0.003% | |
8/5/2025 | Integrity Wealth Solutions LLC | 75,908 | $3.24M | 1.6% | +0.5% | 0.026% | |
8/5/2025 | Cassaday & Co Wealth Management LLC | 1,141,575 | $48.79M | 1.2% | +686.2% | 0.392% | |
8/5/2025 | Towercrest Capital Management | 124,809 | $5.33M | 1.0% | -3.2% | 0.043% | |
8/5/2025 | Magnolia Capital Advisors LLC | 24,665 | $1.05M | 0.3% | +3.8% | 0.008% | |
8/5/2025 | Prosperity Consulting Group LLC | 33,825 | $1.45M | 0.1% | +329.4% | 0.012% | |
8/5/2025 | Key Financial Inc | 92,229 | $3.94M | 0.8% | -9.3% | 0.032% | |
8/5/2025 | Bank of New York Mellon Corp | 2,477,285 | $105.88M | 0.0% | -2.0% | 0.851% | |
8/5/2025 | Compton Financial Group LLC | 359,245 | $15.35M | 4.0% | +101.2% | 0.123% | |
8/5/2025 | Hutchens & Kramer Investment Management Group LLC | 8,661 | $371K | 0.2% | -9.4% | 0.003% | |
8/5/2025 | Sigma Planning Corp | 10,511 | $449K | 0.0% | +23.7% | 0.004% | |
8/5/2025 | Landmark Wealth Management Inc. | 313,120 | $13.38M | 5.7% | -12.8% | 0.108% | |
8/5/2025 | Gilbert & Cook Inc. | 16,315 | $697K | 0.1% | -1.5% | 0.006% | |
8/5/2025 | TIAA Trust National Association | 4,954,573 | $211.76M | 0.6% | -18.3% | 1.703% | |
8/5/2025 | Elm Partners Management LLC | 680,445 | $29.08M | 1.7% | +134.3% | 0.234% | |
8/5/2025 | Strategic Financial Concepts LLC | 359,245 | $15.35M | 2.2% | +1,775.5% | 0.123% | |
8/5/2025 | Atlas Private Wealth Advisors | 256,542 | $10.96M | 1.4% | -2.2% | 0.088% | |
8/5/2025 | Lifeworks Advisors LLC | 30,790 | $1.32M | 0.2% | -5.1% | 0.011% | |
8/5/2025 | Dravo Bay LLC | 10,267 | $439K | 0.2% | -3.6% | 0.004% | |
8/4/2025 | Rede Wealth LLC | 16,804 | $718K | 0.3% | +22.1% | 0.006% | |
8/4/2025 | Jim Saulnier & Associates LLC | 75,035 | $3.21M | 2.2% | -5.8% | 0.026% | |
8/4/2025 | AlphaStar Capital Management LLC | 601,225 | $25.70M | 1.7% | +2.6% | 0.207% | |
8/4/2025 | 4WEALTH Advisors Inc. | 10,427 | $446K | 0.5% | +8.6% | 0.004% | |
8/4/2025 | Integrity Alliance LLC. | 134,049 | $5.73M | 0.3% | -41.7% | 0.046% | |
8/4/2025 | Partners in Financial Planning | 69,372 | $2.97M | 0.5% | +8.2% | 0.024% | |
8/4/2025 | UNIVEST FINANCIAL Corp | 14,456 | $618K | 0.0% | +10.9% | 0.005% | |
8/4/2025 | Simon Quick Advisors LLC | 57,481 | $2.46M | 0.1% | -2.1% | 0.020% | |
8/4/2025 | Impact Partnership Wealth LLC | 630,359 | $26.94M | 5.0% | +30.8% | 0.217% | |
8/4/2025 | Atria Investments Inc | 27,119 | $1.16M | 0.0% | -20.2% | 0.009% | |
8/4/2025 | Savvy Advisors Inc. | 264,670 | $11.31M | 0.8% | +34.6% | 0.091% | |
8/4/2025 | MeadowBrook Investment Advisors LLC | 2,124 | $91K | 0.1% | N/A | 0.001% | |
8/4/2025 | Assetmark Inc. | 1,382,531 | $59.09M | 0.1% | -27.4% | 0.475% | |
8/4/2025 | Spire Wealth Management | 5,172 | $221K | 0.0% | +116.1% | 0.002% | |
8/4/2025 | Arkadios Wealth Advisors | 8,614 | $368K | 0.0% | +65.7% | 0.003% | |
8/4/2025 | World Investment Advisors | 36,333 | $1.55M | 0.0% | +45.9% | 0.012% | |
8/4/2025 | Flagship Harbor Advisors LLC | 238,723 | $10.20M | 0.5% | +11.3% | 0.082% | |
8/4/2025 | Daymark Wealth Partners LLC | 171,897 | $7.35M | 0.3% | +10.6% | 0.059% | |
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8/4/2025 | Bristlecone Advisors LLC | 102,753 | $4.39M | 0.4% | +4.2% | 0.035% | |
8/4/2025 | JDM Financial Group LLC | 200,763 | $8.58M | 4.1% | +5.4% | 0.069% | |
8/1/2025 | FSA Advisors Inc. | 6,179 | $264K | 0.2% | -27.3% | 0.002% | |
8/1/2025 | Austin Private Wealth LLC | 338,822 | $14.48M | 1.1% | +14.3% | 0.116% | |
8/1/2025 | Zhang Financial LLC | 11,792 | $504K | 0.0% | +92.5% | 0.004% | |
8/1/2025 | GWN Securities Inc. | 12,958 | $555K | 0.1% | +106.5% | 0.004% | |
8/1/2025 | Advisory Alpha LLC | 1,138,987 | $48.68M | 1.5% | -2.3% | 0.391% | |
8/1/2025 | Rossby Financial LCC | 1,914 | $82K | 0.0% | +268.8% | 0.001% | |
8/1/2025 | SYM FINANCIAL Corp | 18,152 | $776K | 0.1% | N/A | 0.006% | |
8/1/2025 | Facet Wealth Inc. | 359,964 | $15.48M | 0.4% | -1.2% | 0.124% | |