7/25/2025 | NorthRock Partners LLC | 2,187,721 | $208.53M | 5.4% | +7.7% | 0.549% | |
7/25/2025 | Priebe Wealth Holdings LLC | 37,594 | $3.58M | 3.1% | -57.4% | 0.009% | |
7/25/2025 | Verdence Capital Advisors LLC | 9,874 | $941K | 0.1% | -26.0% | 0.002% | |
7/25/2025 | Atria Wealth Solutions Inc. | 208,623 | $19.89M | 0.4% | -25.5% | 0.052% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 828,628 | $78.99M | 0.3% | -0.6% | 0.208% | |
7/25/2025 | Concord Asset Management LLC VA | 130,922 | $12.48M | 1.9% | +2.5% | 0.033% | |
7/25/2025 | Sequoia Financial Advisors LLC | 47,289 | $4.51M | 0.0% | -54.9% | 0.012% | |
7/25/2025 | Total Clarity Wealth Management Inc. | 2,554 | $243K | 0.1% | N/A | 0.001% | |
7/25/2025 | Lion Street Advisors LLC | 3,711 | $354K | 0.1% | +47.1% | 0.001% | |
7/25/2025 | MGO One Seven LLC | 38,945 | $3.71M | 0.1% | +81.8% | 0.010% | |
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7/25/2025 | Wells Financial Advisors INC | 31,692 | $3.02M | 4.2% | -3.3% | 0.008% | |
7/25/2025 | CCG Wealth Management LLC | 219,123 | $20.89M | 11.0% | -0.2% | 0.055% | |
7/25/2025 | Mitchell Sinkler & Starr PA | 22,565 | $2.15M | 1.0% | +6.1% | 0.006% | |
7/25/2025 | Prostatis Group LLC | 4,398 | $419K | 0.1% | -16.5% | 0.001% | |
7/25/2025 | Meritage Portfolio Management | 102,713 | $9.79M | 0.6% | -5.1% | 0.026% | |
7/25/2025 | CWM LLC | 2,660,996 | $253.65M | 0.9% | +20.1% | 0.668% | |
7/25/2025 | Ackerman Capital Advisors LLC | 671,985 | $64.05M | 14.9% | +1.6% | 0.169% | |
7/25/2025 | Sovereign Financial Group Inc. | 11,073 | $1.06M | 0.2% | -1.1% | 0.003% | |
7/25/2025 | Concurrent Investment Advisors LLC | 284,256 | $27.10M | 0.5% | +9.6% | 0.071% | |
7/25/2025 | Cerro Pacific Wealth Advisors LLC | 14,345 | $1.37M | 0.4% | N/A | 0.004% | |
7/25/2025 | Johnson Investment Counsel Inc. | 3,342 | $319K | 0.0% | +21.4% | 0.001% | |
7/25/2025 | waypoint wealth counsel | 2,157 | $206K | 0.1% | N/A | 0.001% | |
7/25/2025 | Matrix Asset Advisors Inc. NY | 2,998 | $286K | 0.0% | -4.5% | 0.001% | |
7/25/2025 | Inman Jager Wealth Management LLC | 42,737 | $4.07M | 2.8% | +18.7% | 0.011% | |
7/25/2025 | Apollon Financial LLC | 95,571 | $9.11M | 1.9% | -11.9% | 0.024% | |
7/25/2025 | Apollon Wealth Management LLC | 17,394 | $1.66M | 0.0% | +10.2% | 0.004% | |
7/25/2025 | Keener Financial Planning LLC | 3,744 | $356K | 0.2% | N/A | 0.001% | |
7/25/2025 | Fifth Third Wealth Advisors LLC | 179,503 | $17.11M | 0.7% | +3,257.1% | 0.045% | |
7/25/2025 | Richardson Financial Services Inc. | 660 | $62K | 0.0% | N/A | 0.000% | |
7/24/2025 | JNBA Financial Advisors | 244,412 | $23.30M | 2.2% | +2.4% | 0.061% | |
7/24/2025 | Drucker Wealth 3.0 LLC | 3,218 | $309K | 0.1% | N/A | 0.001% | |
7/24/2025 | Wealth Management Resources Inc. | 302,359 | $28.82M | 9.8% | +0.7% | 0.076% | |
7/24/2025 | JFS Wealth Advisors LLC | 4,820 | $459K | 0.0% | -19.5% | 0.001% | |
7/24/2025 | Greenwood Gearhart Inc. | 60,065 | $5.73M | 0.4% | -26.1% | 0.015% | |
7/24/2025 | rebel Financial LLC | 13,992 | $1.33M | 0.6% | N/A | 0.004% | |
7/24/2025 | Brandywine Oak Private Wealth LLC | 265,168 | $25.28M | 2.3% | -4.5% | 0.067% | |
7/24/2025 | Pinion Investment Advisors LLC | 9,815 | $936K | 0.3% | -55.4% | 0.002% | |
7/24/2025 | Stiles Financial Services Inc | 3,732 | $356K | 0.1% | -5.8% | 0.001% | |
7/24/2025 | Coordinated Financial Services Inc. | 3,537 | $337K | 0.2% | N/A | 0.001% | |
7/24/2025 | Moseley Investment Management Inc. | 2,117 | $202K | 0.1% | -33.8% | 0.001% | |
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7/24/2025 | Vantage Point Financial LLC | 12,279 | $1.17M | 0.5% | -38.2% | 0.003% | |
7/24/2025 | Beacon Bridge Wealth Partners LLC | 84,900 | $8.09M | 3.2% | +0.1% | 0.021% | |
7/24/2025 | Stonebridge Financial Group LLC | 106,359 | $10.14M | 1.0% | +6.8% | 0.027% | |
7/24/2025 | IFP Advisors Inc | 41,262 | $3.93M | 0.1% | -4.4% | 0.010% | |
7/24/2025 | Blair William & Co. IL | 37,495 | $3.57M | 0.0% | -2.3% | 0.009% | |
7/24/2025 | CarsonAllaria Wealth Management Ltd. | 216,341 | $20.62M | 11.1% | +3.1% | 0.054% | |
7/24/2025 | Mainstay Capital Management LLC ADV | 1,086,545 | $103.57M | 5.1% | +92.3% | 0.273% | |
7/24/2025 | MFA Wealth Services | 2,183 | $208K | 0.2% | N/A | 0.001% | |
7/24/2025 | Leo Wealth LLC | 3,090 | $295K | 0.0% | N/A | 0.001% | |
7/24/2025 | Wealth Advisors Northwest LLC | 24,434 | $2.33M | 1.2% | -3.3% | 0.006% | |
7/24/2025 | US Bancorp DE | 41,005 | $3.91M | 0.0% | -34.0% | 0.010% | |
7/24/2025 | Insight Inv LLC | 1,815 | $173K | 0.1% | N/A | 0.000% | |
7/23/2025 | Optas LLC | 197,613 | $18.84M | 3.6% | +0.6% | 0.050% | |
7/23/2025 | Capital Management Associates Inc | 7,769 | $741K | 0.2% | -49.9% | 0.002% | |
7/23/2025 | Eagle Strategies LLC | 274,452 | $26.16M | 4.0% | -0.9% | 0.069% | |
7/23/2025 | Clear Creek Financial Management LLC | 234,575 | $22.36M | 2.1% | -12.1% | 0.059% | |
7/23/2025 | Ignite Planners LLC | 16,789 | $1.63M | 0.2% | -2.4% | 0.004% | |
7/23/2025 | Dohj LLC | 4,170 | $397K | 0.1% | -5.7% | 0.001% | |
7/23/2025 | Valmark Advisers Inc. | 4,592,176 | $437.73M | 6.1% | -3.2% | 1.153% | |
7/23/2025 | Winthrop Advisory Group LLC | 35,081 | $3.34M | 0.3% | +5.1% | 0.009% | |
7/23/2025 | Venturi Wealth Management LLC | 8,471 | $807K | 0.0% | -3.9% | 0.002% | |
7/23/2025 | TPG Financial Advisors LLC | 167,565 | $15.97M | 6.4% | -26.5% | 0.042% | |
7/23/2025 | Independent Solutions Wealth Management LLC | 2,239 | $213K | 0.0% | N/A | 0.001% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 19,180 | $1.83M | 0.1% | -25.1% | 0.005% | |
7/23/2025 | Gentry Private Wealth LLC | 19,683 | $1.88M | 1.4% | -13.5% | 0.005% | |
7/23/2025 | Trueblood Wealth Management LLC | 2,200 | $210K | 0.1% | N/A | 0.001% | |
7/23/2025 | SteelPeak Wealth LLC | 5,118 | $488K | 0.0% | -3.1% | 0.001% | |
7/23/2025 | Drake & Associates LLC | 275,488 | $26.26M | 6.4% | +3.6% | 0.069% | |
7/23/2025 | KPP Advisory Services LLC | 4,304 | $410K | 0.1% | -77.0% | 0.001% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 233,236 | $22.23M | 0.3% | -26.9% | 0.059% | |
7/22/2025 | Iowa State Bank | 25,894 | $2.47M | 0.5% | -8.1% | 0.007% | |
7/22/2025 | Relyea Zuckerberg Hanson LLC | 88,631 | $8.45M | 1.0% | -2.6% | 0.022% | |
7/22/2025 | Belpointe Asset Management LLC | 19,380 | $1.85M | 0.1% | -4.4% | 0.005% | |
7/22/2025 | PUREfi Wealth LLC | 2,346 | $224K | 0.2% | N/A | 0.001% | |
7/22/2025 | Luken Investment Analytics LLC | 43,832 | $4.18M | 1.8% | -0.5% | 0.011% | |
7/22/2025 | Petros Family Wealth LLC | 2,328 | $222K | 0.2% | N/A | 0.001% | |
7/22/2025 | Valpey Financial Services LLC | 7,461 | $711K | 0.5% | N/A | 0.002% | |
7/22/2025 | Merit Financial Group LLC | 525,301 | $50.07M | 0.6% | +5.5% | 0.132% | |
7/22/2025 | Global Strategic Investment Solutions LLC | 28,460 | $2.71M | 0.3% | -0.7% | 0.007% | |
7/22/2025 | Three Cord True Wealth Management LLC | 240,937 | $22.97M | 42.0% | +7.3% | 0.060% | |
7/22/2025 | Innovative Wealth Building LLC | 5,979 | $570K | 0.5% | -46.9% | 0.002% | |
7/22/2025 | Alta Wealth Advisors LLC | 292,109 | $27.84M | 13.1% | +0.1% | 0.073% | |
7/22/2025 | Gemmer Asset Management LLC | 2,275 | $217K | 0.0% | N/A | 0.001% | |
7/22/2025 | Iron Horse Wealth Management LLC | 7,969 | $760K | 0.2% | -1.4% | 0.002% | |
7/22/2025 | Simplicity Wealth LLC | 35,441 | $3.38M | 0.1% | +88.2% | 0.009% | |
7/22/2025 | OLD National Bancorp IN | 1,188,453 | $113.28M | 2.0% | +6.2% | 0.298% | |
7/22/2025 | Private Wealth Group LLC | 50,265 | $4.79M | 2.5% | +24.2% | 0.013% | |
7/22/2025 | MBL Wealth LLC | 37,813 | $3.60M | 0.3% | N/A | 0.009% | |
7/22/2025 | Realta Investment Advisors | 5,638 | $537K | 0.2% | +34.7% | 0.001% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 102,676 | $9.79M | 0.2% | +2.4% | 0.026% | |
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7/22/2025 | Hill Island Financial LLC | 53,429 | $5.09M | 1.4% | -7.3% | 0.013% | |
7/22/2025 | USAdvisors Wealth Management LLC | 51,862 | $4.95M | 1.8% | +2.9% | 0.013% | |
7/22/2025 | Diligent Investors LLC | 179,826 | $17.14M | 4.1% | +0.5% | 0.045% | |
7/22/2025 | Willner & Heller LLC | 8,933 | $851K | 0.7% | -3.0% | 0.002% | |
7/22/2025 | McNaughton Wealth Management LLC | 44,783 | $4.27M | 1.9% | +0.9% | 0.011% | |
7/21/2025 | Hudson Valley Investment Advisors Inc. ADV | 5,082 | $484K | 0.1% | -6.5% | 0.001% | |
7/21/2025 | Quent Capital LLC | 107,889 | $10.28M | 1.0% | -9.9% | 0.027% | |
7/21/2025 | Future Financial Wealth Managment LLC | 973 | $93K | 0.1% | -16.3% | 0.000% | |
7/21/2025 | AIFG Consultants Ltd. | 4,058 | $387K | 0.8% | -84.0% | 0.001% | |
7/21/2025 | Ameriflex Group Inc. | 1,027 | $97K | 0.1% | +65.6% | 0.000% | |