8/4/2025 | Leeward Financial Partners LLC | 22,474 | $6.22M | 2.0% | +1.7% | 0.033% | |
8/4/2025 | 4WEALTH Advisors Inc. | 2,726 | $755K | 0.8% | +7.8% | 0.004% | |
8/4/2025 | Integrity Alliance LLC. | 27,966 | $7.75M | 0.4% | +2.9% | 0.041% | |
8/4/2025 | Partners in Financial Planning | 66,568 | $18.44M | 3.4% | +2.1% | 0.097% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 17,861 | $4.95M | 0.4% | +6.9% | 0.026% | |
8/4/2025 | AMG National Trust Bank | 3,423 | $948K | 0.0% | -8.4% | 0.005% | |
8/4/2025 | Kovack Advisors Inc. | 1,581 | $438K | 0.0% | -2.5% | 0.002% | |
8/4/2025 | IFG Advisory LLC | 1,929 | $534K | 0.0% | +9.6% | 0.003% | |
8/4/2025 | Pinnacle Associates Ltd. | 5,486 | $1.52M | 0.0% | -11.3% | 0.008% | |
8/4/2025 | Amplius Wealth Advisors LLC | 1,760 | $487K | 0.0% | -40.4% | 0.003% | |
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8/4/2025 | Mesirow Financial Investment Management Inc. | 967 | $268K | 0.0% | N/A | 0.001% | |
8/4/2025 | BLB&B Advisors LLC | 2,735 | $757K | 0.0% | +2.8% | 0.004% | |
8/4/2025 | Simon Quick Advisors LLC | 5,813 | $1.61M | 0.1% | -3.4% | 0.008% | |
8/4/2025 | REDW Wealth LLC | 752 | $208K | 0.1% | N/A | 0.001% | |
8/4/2025 | One Day In July LLC | 113,009 | $31.30M | 2.8% | +7.8% | 0.164% | |
8/4/2025 | Atria Investments Inc | 62,789 | $17.39M | 0.2% | +4.7% | 0.091% | |
8/4/2025 | Savvy Advisors Inc. | 1,303 | $361K | 0.0% | N/A | 0.002% | |
8/4/2025 | Assetmark Inc. | 1,540,575 | $426.65M | 1.0% | +1.7% | 2.241% | |
8/4/2025 | Keybank National Association OH | 8,759 | $2.43M | 0.0% | +2.6% | 0.013% | |
8/4/2025 | Spire Wealth Management | 1,021 | $283K | 0.0% | -22.1% | 0.001% | |
8/4/2025 | Arkadios Wealth Advisors | 880 | $244K | 0.0% | N/A | 0.001% | |
8/4/2025 | World Investment Advisors | 58,003 | $16.07M | 0.4% | +849.0% | 0.084% | |
8/4/2025 | Daymark Wealth Partners LLC | 1,942 | $538K | 0.0% | +3.9% | 0.003% | |
8/4/2025 | Northwest Financial Advisors | 1,135 | $314K | 0.4% | -25.7% | 0.002% | |
8/4/2025 | Evergreen Wealth Management LLC | 3,752 | $1.04M | 0.6% | -2.4% | 0.005% | |
8/1/2025 | Milestone Asset Management Group LLC | 6,725 | $1.86M | 1.4% | +3.8% | 0.010% | |
8/1/2025 | Planning Directions Inc. | 1,465 | $406K | 0.2% | -82.8% | 0.002% | |
8/1/2025 | Integral Investment Advisors Inc. | 860 | $238K | 0.1% | -6.5% | 0.001% | |
8/1/2025 | Clark Asset Management LLC | 729 | $202K | 0.0% | N/A | 0.001% | |
8/1/2025 | Logan Capital Management Inc. | 276 | $76K | 0.0% | -33.8% | 0.000% | |
8/1/2025 | GWN Securities Inc. | 3,430 | $958K | 0.2% | +85.0% | 0.005% | |
8/1/2025 | Taylor Financial Group Inc. | 1,971 | $546K | 0.3% | +4.5% | 0.003% | |
8/1/2025 | Advisory Alpha LLC | 22,364 | $6.19M | 0.2% | +5.3% | 0.033% | |
8/1/2025 | Transcend Capital Advisors LLC | 6,149 | $1.70M | 0.1% | -0.9% | 0.009% | |
8/1/2025 | Bessemer Group Inc. | 9,788 | $2.71M | 0.0% | -16.9% | 0.014% | |
8/1/2025 | Pasadena Private Wealth LLC | 54,245 | $15.02M | 2.6% | +0.1% | 0.079% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 1,601 | $444K | 0.0% | +43.5% | 0.002% | |
8/1/2025 | American Financial & Tax Strategies Inc. | 11,311 | $3.13M | 1.6% | +9.3% | 0.016% | |
8/1/2025 | Envestnet Asset Management Inc. | 635,254 | $175.90M | 0.1% | -3.3% | 0.924% | |
7/31/2025 | Wealthfront Advisers LLC | 18,341 | $5.08M | 0.0% | -11.9% | 0.027% | |
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7/31/2025 | Whipplewood Advisors LLC | 848 | $235K | 0.1% | +1,530.8% | 0.001% | |
7/31/2025 | Schneider Downs Wealth Management Advisors LP | 32,583 | $9.02M | 1.3% | +1,460.5% | 0.047% | |
7/31/2025 | Brighton Jones LLC | 14,747 | $4.08M | 0.1% | +26.9% | 0.021% | |
7/31/2025 | Waldron Private Wealth LLC | 93,198 | $25.85M | 1.1% | -0.5% | 0.136% | |
7/31/2025 | Leavell Investment Management Inc. | 5,803 | $1.61M | 0.1% | -3.9% | 0.008% | |
7/31/2025 | BIP Alliance LLC | 1,606 | $445K | 0.2% | -2.4% | 0.002% | |
7/31/2025 | Brian Low Financial Group LLC | 1,213 | $336K | 0.3% | N/A | 0.002% | |
7/31/2025 | BIP Wealth LLC | 1,622 | $449K | 0.0% | -16.6% | 0.002% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 34,421 | $9.53M | 0.1% | +5.3% | 0.050% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 2,257 | $625K | 0.2% | -15.1% | 0.003% | |
7/31/2025 | Moloney Securities Asset Management LLC | 724 | $200K | 0.0% | -68.5% | 0.001% | |
7/31/2025 | Opus Capital Group LLC | 4,765 | $1.32M | 0.2% | -2.0% | 0.007% | |
7/31/2025 | Cornerstone Management Inc. | 28,401 | $7.87M | 1.4% | +7.7% | 0.041% | |
7/30/2025 | KPP Advisory Services LLC | 9,887 | $2.74M | 0.5% | -3.6% | 0.014% | |
7/30/2025 | Cornerstone Advisory LLC | 13,756 | $3.81M | 0.4% | -2.4% | 0.020% | |
7/30/2025 | Principle Wealth Partners LLC | 1,321 | $366K | 0.0% | -45.2% | 0.002% | |
7/30/2025 | White Lighthouse Investment Management Inc. | 807 | $224K | 0.0% | N/A | 0.001% | |
7/30/2025 | Black Diamond Financial LLC | 16,953 | $4.70M | 0.7% | -4.0% | 0.025% | |
7/30/2025 | TFB Advisors LLC | 9,096 | $2.52M | 0.7% | -5.4% | 0.013% | |
7/30/2025 | Steel Grove Capital Advisors LLC | 3,860 | $1.07M | 0.1% | -9.4% | 0.006% | |
7/30/2025 | Members Trust Co | 21,186 | $5.87M | 0.2% | -16.9% | 0.031% | |
7/30/2025 | Exencial Wealth Advisors LLC | 73,712 | $20.41M | 0.7% | +3.0% | 0.107% | |
7/30/2025 | Brookstone Capital Management | 4,485 | $1.24M | 0.0% | -37.4% | 0.007% | |
7/30/2025 | Jacobsen Capital Management | 40,542 | $11.23M | 4.1% | +10.6% | 0.059% | |
7/30/2025 | Retirement Planning Group LLC | 3,887 | $1.08M | 0.0% | -23.5% | 0.006% | |
7/30/2025 | D.A. Davidson & CO. | 13,440 | $3.72M | 0.0% | +7.2% | 0.020% | |
7/30/2025 | Blume Capital Management Inc. | 110 | $30K | 0.0% | N/A | 0.000% | |
7/30/2025 | Cullen Frost Bankers Inc. | 47,743 | $13.22M | 0.2% | +3.6% | 0.069% | |
7/30/2025 | Pacific Sun Financial Corp | 2,064 | $572K | 0.3% | -2.4% | 0.003% | |
7/30/2025 | Probity Advisors Inc. | 13,332 | $3.69M | 0.6% | +1.4% | 0.019% | |
7/30/2025 | Triton Financial Group Inc | 724 | $201K | 0.1% | N/A | 0.001% | |
7/30/2025 | Klingman & Associates LLC | 1,061 | $294K | 0.0% | +6.8% | 0.002% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 3,098 | $858K | 0.0% | -15.6% | 0.005% | |
7/30/2025 | Canvas Wealth Advisors LLC | 4,352 | $1.25M | 0.3% | +10.3% | 0.006% | |
7/30/2025 | Evermay Wealth Management LLC | 2,842 | $788K | 0.1% | -2.4% | 0.004% | |
7/30/2025 | WBH Advisory Inc. | 1,044 | $289K | 0.0% | -11.7% | 0.002% | |
7/29/2025 | Accretive Wealth Partners LLC | 3,402 | $942K | 0.3% | -1.1% | 0.005% | |
7/29/2025 | Stephens Inc. AR | 135,834 | $37.62M | 0.5% | +137.5% | 0.198% | |
7/29/2025 | Northeast Investment Management | 2,061 | $571K | 0.0% | -2.6% | 0.003% | |
7/29/2025 | Salomon & Ludwin LLC | 1,255 | $350K | 0.0% | -2.9% | 0.002% | |
7/29/2025 | Chicago Partners Investment Group LLC | 17,539 | $5.02M | 0.1% | +4.7% | 0.026% | |
7/29/2025 | BKM Wealth Management LLC | 3,209 | $889K | 0.3% | +6.1% | 0.005% | |
7/29/2025 | Disciplined Investments LLC | 10,530 | $2.92M | 1.2% | -0.6% | 0.015% | |
7/29/2025 | International Assets Investment Management LLC | 914 | $253K | 0.0% | +13.0% | 0.001% | |
7/29/2025 | Systelligence LLC | 18,408 | $5.10M | 0.9% | -58.3% | 0.027% | |
7/29/2025 | Gladwyn Financial Advisors Inc. | 35,266 | $9.77M | 7.6% | N/A | 0.051% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 3,279 | $908K | 0.0% | -8.9% | 0.005% | |
7/29/2025 | Quotient Wealth Partners LLC | 3,573 | $990K | 0.0% | -6.8% | 0.005% | |
7/29/2025 | May Barnhard Investments LLC | 18,366 | $5.09M | 2.4% | -1.3% | 0.027% | |
7/29/2025 | Ifrah Financial Services Inc. | 25,467 | $7.05M | 1.9% | -2.1% | 0.037% | |
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7/29/2025 | Curbstone Financial Management Corp | 12,670 | $3.51M | 0.7% | -0.4% | 0.018% | |
7/29/2025 | Rodgers & Associates LTD | 132,244 | $36.62M | 4.0% | +5.4% | 0.192% | |
7/29/2025 | Stratos Wealth Partners LTD. | 18,880 | $5.23M | 0.1% | -5.8% | 0.027% | |
7/29/2025 | Stratos Wealth Advisors LLC | 15,342 | $4.25M | 0.2% | -3.5% | 0.022% | |
7/29/2025 | Angeles Wealth Management LLC | 2,601 | $720K | 0.0% | +228.4% | 0.004% | |
7/29/2025 | Smithbridge Asset Management Inc. DE | 1,368 | $379K | 0.1% | -74.1% | 0.002% | |
7/29/2025 | TFC Financial Management Inc. | 639 | $177K | 0.0% | +15.3% | 0.001% | |
7/29/2025 | Harbor Asset Planning Inc. | 6,604 | $1.83M | 1.7% | N/A | 0.010% | |
7/29/2025 | Werba Rubin Papier Wealth Management | 6,017 | $1.67M | 0.3% | +4.2% | 0.009% | |
7/29/2025 | Aire Advisors LLC | 10,901 | $3.02M | 0.6% | +21.5% | 0.016% | |