10/20/2025 | Balance Wealth LLC | 24,239 | $1.39M | 0.3% | +5.6% | 0.010% | |
10/20/2025 | Miracle Mile Advisors LLC | 533,768 | $30.53M | 0.5% | N/A | 0.213% | |
10/20/2025 | Koss Olinger Consulting LLC | 867,326 | $47.17M | 3.8% | -0.8% | 0.346% | |
10/20/2025 | Shum Financial Group Inc. | 46,824 | $2.68M | 2.0% | N/A | 0.019% | |
10/20/2025 | Merit Financial Group LLC | 34,357 | $1.97M | 0.0% | -8.3% | 0.014% | |
10/20/2025 | Meridian Financial Advisors LLC | 31,389 | $1.80M | 1.0% | +1.6% | 0.013% | |
10/20/2025 | Sax Wealth Advisors LLC | 5,322 | $304K | 0.0% | -4.9% | 0.002% | |
10/20/2025 | Ascent Group LLC | 12,737 | $728K | 0.0% | -1.9% | 0.005% | |
10/20/2025 | Armbruster Capital Management Inc. | 21,015 | $1.20M | 0.2% | +27.7% | 0.008% | |
10/20/2025 | Montz Harcus Wealth Management LLC | 229,796 | $13.14M | 5.7% | +2.5% | 0.092% | |
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10/20/2025 | Continuum Advisory LLC | 5,135 | $294K | 0.0% | -4.7% | 0.002% | |
10/20/2025 | Pure Financial Advisors LLC | 71,708 | $4.10M | 0.1% | -1.5% | 0.029% | |
10/17/2025 | Fortitude Family Office LLC | 13,374 | $765K | 0.2% | -1.7% | 0.005% | |
10/17/2025 | Austin Private Wealth LLC | 162,336 | $9.28M | 0.7% | +7.8% | 0.064% | |
10/17/2025 | Range Financial Group LLC | 48,781 | $2.79M | 1.0% | -1.1% | 0.019% | |
10/17/2025 | 1900 Wealth Management LLC | 691,808 | $39.57M | 2.7% | +10.4% | 0.275% | |
10/17/2025 | WorthPointe LLC | 15,387 | $880K | 0.3% | +4.2% | 0.006% | |
10/17/2025 | Mattson Financial Services LLC | 12,939 | $740K | 0.2% | +178.0% | 0.005% | |
10/17/2025 | Warren Street Wealth Advisors LLC | 169,940 | $9.72M | 2.9% | +16.7% | 0.067% | |
10/17/2025 | Worth Asset Management LLC | 6,641 | $380K | 0.2% | +42.1% | 0.003% | |
10/17/2025 | Cahaba Wealth Management Inc. | 437,504 | $25.02M | 1.8% | +0.9% | 0.174% | |
10/17/2025 | Client 1ST Advisory Group LLC | 3,674 | $210K | 0.1% | N/A | 0.001% | |
10/17/2025 | Sowell Financial Services LLC | 5,608 | $321K | 0.0% | +5.3% | 0.002% | |
10/17/2025 | Mayflower Financial Advisors LLC | 77,405 | $4.43M | 0.4% | +14.2% | 0.031% | |
10/17/2025 | NovaPoint Capital LLC | 52,928 | $3.03M | 0.7% | +2.6% | 0.021% | |
10/17/2025 | Apollon Wealth Management LLC | 53,724 | $3.07M | 0.1% | +171.0% | 0.021% | |
10/16/2025 | Wealth Management Resources Inc. | 189,057 | $10.81M | 3.5% | +1.8% | 0.075% | |
10/16/2025 | Bill Few Associates Inc. | 95,295 | $5.45M | 1.4% | +3.2% | 0.038% | |
10/16/2025 | Carnegie Investment Counsel | 128,239 | $7.33M | 0.1% | -6.4% | 0.051% | |
10/16/2025 | Orange Investment Advisors Inc. | 30,111 | $1.72M | 0.2% | +28.7% | 0.012% | |
10/16/2025 | Syntegra Private Wealth Group LLC | 115,637 | $6.61M | 0.6% | -4.4% | 0.046% | |
10/16/2025 | Precision Wealth Strategies LLC | 8,300 | $475K | 0.2% | -14.5% | 0.003% | |
10/16/2025 | Rainier Family Wealth Inc. | 27,808 | $1.59M | 1.4% | +5.6% | 0.011% | |
10/16/2025 | VCI Wealth Management LLC | 26,381 | $1.51M | 0.5% | N/A | 0.010% | |
10/15/2025 | CWM LLC | 4,728,484 | $270.42M | 0.8% | +0.7% | 1.878% | |
10/15/2025 | Higgins & Schmidt Wealth Strategies LLC | 208,472 | $11.92M | 6.0% | +2.4% | 0.083% | |
10/15/2025 | Norden Group LLC | 3,841 | $220K | 0.0% | N/A | 0.002% | |
10/15/2025 | World Investment Advisors | 16,049 | $918K | 0.0% | +7.8% | 0.006% | |
10/15/2025 | Private Trust Co. NA | 20,120 | $1.15M | 0.1% | +3.7% | 0.008% | |
10/15/2025 | DAVENPORT & Co LLC | 8,687 | $497K | 0.0% | +16.7% | 0.003% | |
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10/15/2025 | MJT & Associates Financial Advisory Group Inc. | 1,506 | $86K | 0.1% | -25.2% | 0.001% | |
10/15/2025 | Taylor & Morgan Wealth Management LLC | 11,725 | $671K | 0.4% | +53.1% | 0.005% | |
10/14/2025 | High Probability Advisors LLC | 15,343 | $877K | 0.1% | -8.6% | 0.006% | |
10/14/2025 | Ellenbecker Investment Group | 319,006 | $18.24M | 2.7% | +8.2% | 0.126% | |
10/14/2025 | Farther Finance Advisors LLC | 585,859 | $33.51M | 0.5% | -39.7% | 0.232% | |
10/14/2025 | 21 West Wealth Management LLC | 42,719 | $2.44M | 2.3% | +3.2% | 0.017% | |
10/14/2025 | HBK Sorce Advisory LLC | 11,890 | $686K | 0.0% | +1.8% | 0.005% | |
10/14/2025 | S.A. Mason LLC | 34,784 | $1.99M | 0.9% | +0.9% | 0.014% | |
10/14/2025 | Bernard Wealth Management Corp. | 565 | $32K | 0.0% | N/A | 0.000% | |
10/14/2025 | Exchange Traded Concepts LLC | 1,881,210 | $107.59M | 0.9% | +8.7% | 0.745% | |
10/14/2025 | Retirement Income Solutions Inc. | 618,083 | $35.35M | 6.0% | +2.3% | 0.245% | |
10/10/2025 | Spinnaker Investment Group LLC | 5,968 | $341K | 0.1% | N/A | 0.002% | |
10/10/2025 | Charles Schwab Trust Co | 41,854 | $2.39M | 0.2% | -4.6% | 0.017% | |
10/10/2025 | Tilia Fiduciary Partners Inc. | 40,520 | $2.32M | 1.3% | +53.0% | 0.016% | |
10/10/2025 | Sharkey Howes & Javer | 60,239 | $3.45M | 0.4% | -15.5% | 0.024% | |
10/10/2025 | Advance Capital Management Inc. | 226,160 | $12.93M | 0.6% | +4.2% | 0.090% | |
10/10/2025 | Focus Financial Network Inc. | 4,773 | $273K | 0.0% | N/A | 0.002% | |
10/10/2025 | Signal Advisors Wealth LLC | 51,930 | $2.97M | 0.3% | -14.1% | 0.021% | |
10/9/2025 | CGN Advisors LLC | 170,619 | $9.76M | 0.8% | +5.0% | 0.068% | |
10/9/2025 | AdvisorNet Financial Inc | 47,098 | $2.69M | 0.2% | +5.0% | 0.019% | |
10/9/2025 | Financial Enhancement Group LLC | 32,935 | $1.90M | 0.3% | +5.5% | 0.013% | |
10/9/2025 | Toth Financial Advisory Corp | 1,132 | $65K | 0.0% | N/A | 0.000% | |
10/9/2025 | Marathon Strategic Advisors LLC | 222,953 | $12.75M | 10.2% | +15.2% | 0.088% | |
10/9/2025 | Waller Financial Planning Group Inc. | 679,846 | $38.88M | 8.9% | +1.7% | 0.269% | |
10/9/2025 | Peterson Wealth Advisors LLC | 733,679 | $41.90M | 6.3% | +5.3% | 0.291% | |
10/8/2025 | Fiduciary Alliance LLC | 6,625 | $379K | 0.0% | +44.0% | 0.003% | |
10/8/2025 | Wedmont Private Capital | 22,480 | $1.28M | 0.0% | +1.7% | 0.009% | |
10/8/2025 | KWB Wealth | 107,663 | $5.86M | 0.6% | -6.4% | 0.043% | |
10/8/2025 | Balefire LLC | 14,733 | $843K | 0.2% | -5.5% | 0.006% | |
10/7/2025 | First International Bank & Trust | 48,934 | $2.80M | 1.0% | -10.5% | 0.019% | |
10/7/2025 | ST Germain D J Co. Inc. | 427,884 | $24.47M | 1.0% | +7.9% | 0.170% | |
10/6/2025 | SMI Advisory Services LLC | 7,717 | $445K | 0.1% | -4.4% | 0.003% | |
10/6/2025 | Gradient Investments LLC | 69,452 | $3.97M | 0.1% | +98.3% | 0.028% | |
9/26/2025 | Corient Private Wealth LLC | 423,452 | $23.03M | 0.0% | +8.9% | 0.173% | |
9/25/2025 | National Wealth Management Group LLC | 18,278 | $994K | 0.6% | +1.6% | 0.007% | |
9/12/2025 | Valeo Financial Advisors LLC | 5,690 | $309K | 0.0% | N/A | 0.002% | |
9/4/2025 | Osaic Holdings Inc. | 1,443,554 | $78.28M | 0.1% | +1.9% | 0.589% | |
8/29/2025 | Evolution Wealth Management Inc. | 3,475 | $189K | 0.2% | N/A | 0.001% | |
8/29/2025 | Centaurus Financial Inc. | 47,759 | $2.60M | 0.2% | +2.3% | 0.019% | |
8/28/2025 | Midwestern Financial LLC IA | 4,573 | $249K | 0.2% | N/A | 0.002% | |
8/27/2025 | Barnes Wealth Management Group Inc | 8,756 | $476K | 0.3% | -50.5% | 0.004% | |
8/27/2025 | Orion Porfolio Solutions LLC | 148,130 | $8.06M | 0.1% | -19.8% | 0.060% | |
8/26/2025 | Thrivent Financial for Lutherans | 627,323 | $34.11M | 0.1% | +3,714.4% | 0.256% | |
8/25/2025 | Promus Capital LLC | 1,339 | $73K | 0.0% | N/A | 0.001% | |
8/25/2025 | Silverlake Wealth Management LLC | 7,597 | $413K | 0.1% | N/A | 0.003% | |
8/20/2025 | Thompson Davis & CO. Inc. | 6,950 | $378K | 0.2% | -28.0% | 0.003% | |
8/20/2025 | Coppell Advisory Solutions LLC | 12,488 | $679K | 0.1% | N/A | 0.005% | |
8/19/2025 | Advisory Services Network LLC | 15,339 | $847K | 0.0% | -4.4% | 0.006% | |
8/16/2025 | Evergreen Capital Management LLC | 85,221 | $4.63M | 0.1% | +0.4% | 0.035% | |
8/16/2025 | Headlands Technologies LLC | 697 | $38K | 0.0% | N/A | 0.000% | |
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8/15/2025 | Tower Research Capital LLC TRC | 25,730 | $1.40M | 0.0% | +22,873.2% | 0.010% | |
8/15/2025 | Corient Private Wealth LLC | 846,902 | $46.06M | 0.1% | +117.8% | 0.345% | |
8/15/2025 | Equitable Holdings Inc. | 515,423 | $28.03M | 0.2% | +7.1% | 0.210% | |
8/15/2025 | Captrust Financial Advisors | 32,896 | $1.79M | 0.0% | -21.8% | 0.013% | |
8/15/2025 | Truefg LLC | 75,165 | $4.09M | 1.2% | +4.1% | 0.031% | |
8/15/2025 | Manhattan West Asset Management LLC | 65,341 | $3.55M | 0.8% | +8.9% | 0.027% | |
8/15/2025 | WFA of San Diego LLC | 4,176 | $227K | 0.2% | N/A | 0.002% | |
8/15/2025 | Orion Porfolio Solutions LLC | 112,315 | $6.11M | 0.0% | -39.2% | 0.046% | |
8/15/2025 | MML Investors Services LLC | 460,627 | $25.05M | 0.1% | +11.2% | 0.188% | |
8/15/2025 | Modern Wealth Management LLC | 25,976 | $1.41M | 0.0% | N/A | 0.011% | |