10/15/2025 | World Investment Advisors | 5,484 | $1.63M | 0.0% | -90.5% | 0.008% | |
10/15/2025 | Tritonpoint Wealth LLC | 5,745 | $1.71M | 0.1% | -9.2% | 0.008% | |
10/15/2025 | Brookstone Capital Management | 9,677 | $2.88M | 0.0% | +115.8% | 0.014% | |
10/15/2025 | Founders Financial Securities LLC | 7,096 | $2.11M | 0.1% | +1.1% | 0.010% | |
10/15/2025 | Gilman Hill Asset Management LLC | 684 | $204K | 0.0% | N/A | 0.001% | |
10/15/2025 | Stanich Group LLC | 4,700 | $1.40M | 0.9% | +3.6% | 0.007% | |
10/15/2025 | McClarren Financial Advisors Inc. | 2,971 | $866K | 0.6% | -14.7% | 0.004% | |
10/15/2025 | Cornerstone Wealth Advisors Inc. | 36,472 | $10.86M | 2.6% | -5.1% | 0.053% | |
10/15/2025 | Plancorp LLC | 1,832 | $545K | 0.0% | -9.4% | 0.003% | |
10/15/2025 | Net Worth Advisory Group | 928 | $276K | 0.1% | -64.4% | 0.001% | |
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10/15/2025 | Enclave Advisors LLC | 1,632 | $486K | 0.1% | N/A | 0.002% | |
10/15/2025 | Revisor Wealth Management LLC | 5,062 | $1.54M | 0.5% | -1.4% | 0.007% | |
10/15/2025 | Praetorian Wealth Management Inc. | 49,456 | $14.72M | 3.0% | +1.8% | 0.072% | |
10/15/2025 | Veery Capital LLC | 39,510 | $11.76M | 3.7% | +3.4% | 0.058% | |
10/14/2025 | Apeiron RIA LLC | 1,934 | $578K | 0.1% | -12.2% | 0.003% | |
10/14/2025 | Key Client Fiduciary Advisors LLC | 1,757 | $523K | 0.2% | +2.2% | 0.003% | |
10/14/2025 | RTD Financial Advisors Inc. | 14,173 | $4.22M | 0.5% | +0.4% | 0.021% | |
10/14/2025 | Trust Co. of Vermont | 239 | $71K | 0.0% | +1,038.1% | 0.000% | |
10/14/2025 | Intergy Private Wealth LLC | 4,162 | $1.24M | 0.4% | +5.4% | 0.006% | |
10/14/2025 | Martel Wealth Advisors Inc | 13,850 | $4.12M | 0.7% | -2.6% | 0.020% | |
10/14/2025 | Farther Finance Advisors LLC | 5,444 | $1.62M | 0.0% | +68.9% | 0.008% | |
10/14/2025 | Cranbrook Wealth Management LLC | 9,932 | $2.96M | 0.6% | -11.4% | 0.015% | |
10/14/2025 | CJM Wealth Advisers Ltd. | 30,791 | $9.16M | 2.8% | +72.4% | 0.045% | |
10/14/2025 | Juncture Wealth Strategies LLC | 8,163 | $2.43M | 0.8% | -27.2% | 0.012% | |
10/14/2025 | HBK Sorce Advisory LLC | 952 | $291K | 0.0% | N/A | 0.001% | |
10/14/2025 | LongView Wealth Management | 1,508 | $449K | 0.1% | -2.6% | 0.002% | |
10/14/2025 | Arvest Investments Inc. | 29,782 | $8.86M | 1.3% | -0.5% | 0.044% | |
10/14/2025 | Jamison Private Wealth Management Inc. | 1,398 | $416K | 0.1% | +3.6% | 0.002% | |
10/14/2025 | Dopkins Wealth Management LLC | 24,247 | $7.22M | 3.0% | -5.3% | 0.036% | |
10/14/2025 | Cherrydale Wealth Management LLC | 1,470 | $438K | 0.1% | -9.4% | 0.002% | |
10/14/2025 | Brighton Jones LLC | 14,381 | $4.28M | 0.1% | -2.5% | 0.021% | |
10/14/2025 | Foster Group Inc. | 927 | $276K | 0.0% | +4.3% | 0.001% | |
10/14/2025 | Evanson Asset Management LLC | 1,467 | $437K | 0.0% | -20.4% | 0.002% | |
10/10/2025 | Marion Wealth Management | 34,216 | $10.18M | 2.4% | +0.3% | 0.050% | |
10/10/2025 | Diversified Enterprises LLC | 3,343 | $995K | 0.1% | -6.8% | 0.005% | |
10/10/2025 | Fifth Third Securities Inc. | 17,411 | $5.18M | 0.4% | +2.3% | 0.026% | |
10/10/2025 | Financial Connections Group Inc. | 5,718 | $1.70M | 0.7% | -8.2% | 0.008% | |
10/10/2025 | Sound Income Strategies LLC | 93 | $28K | 0.0% | +57.6% | 0.000% | |
10/10/2025 | Cornerstone Management Inc. | 30,415 | $9.05M | 1.5% | +7.1% | 0.045% | |
10/10/2025 | FC Advisory LLC | 41,359 | $12.31M | 3.6% | +0.4% | 0.061% | |
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10/10/2025 | Congress Asset Management Co. | 40,650 | $12.10M | 0.1% | +4.7% | 0.060% | |
10/10/2025 | Falcon Wealth Planning | 11,023 | $3.28M | 0.3% | -3.1% | 0.016% | |
10/10/2025 | Cyndeo Wealth Partners LLC | 4,171 | $1.24M | 0.1% | +3.0% | 0.006% | |
10/10/2025 | Bowman & Co S.C. | 1,368 | $408K | 0.2% | -5.2% | 0.002% | |
10/10/2025 | Abound Wealth Management | 255 | $76K | 0.0% | +32.8% | 0.000% | |
10/10/2025 | Focus Financial Network Inc. | 44,359 | $13.22M | 0.5% | +48.9% | 0.065% | |
10/9/2025 | CGN Advisors LLC | 4,877 | $1.45M | 0.1% | -4.7% | 0.007% | |
10/9/2025 | Bartlett & CO. Wealth Management LLC | 35,138 | $10.46M | 0.1% | -3.9% | 0.051% | |
10/9/2025 | Shelton Wealth Management LLC | 8,968 | $2.67M | 1.2% | -3.5% | 0.013% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 14,471 | $4.31M | 0.1% | +12.1% | 0.021% | |
10/9/2025 | Richard P Slaughter Associates Inc | 1,618 | $482K | 0.1% | -7.5% | 0.002% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 3,357 | $999K | 0.0% | +32.4% | 0.005% | |
10/9/2025 | Eclectic Associates Inc. ADV | 17,467 | $5.20M | 1.0% | -2.3% | 0.026% | |
10/9/2025 | Prosperity Planning Inc. | 18,441 | $5.49M | 1.5% | -2.1% | 0.027% | |
10/9/2025 | NavPoint Financial Inc. | 1,371 | $408K | 0.2% | +2.9% | 0.002% | |
10/9/2025 | Riversedge Advisors LLC | 11,782 | $3.51M | 0.6% | -4.4% | 0.017% | |
10/9/2025 | Peterson Wealth Advisors LLC | 925 | $279K | 0.0% | +9.2% | 0.001% | |
10/8/2025 | Patriot Financial Group Insurance Agency LLC | 1,020 | $304K | 0.0% | N/A | 0.001% | |
10/8/2025 | Hilltop National Bank | 11,690 | $3.48M | 0.9% | +4.2% | 0.017% | |
10/8/2025 | Agate Pass Investment Management LLC | 1,251 | $372K | 0.1% | -9.2% | 0.002% | |
10/8/2025 | Asset Allocation Strategies LLC | 684 | $204K | 0.0% | -22.4% | 0.001% | |
10/8/2025 | Fiduciary Alliance LLC | 4,501 | $1.34M | 0.1% | +2.5% | 0.007% | |
10/8/2025 | Wedmont Private Capital | 5,020 | $1.51M | 0.1% | +19.7% | 0.007% | |
10/8/2025 | Balefire LLC | 3,058 | $910K | 0.2% | -3.1% | 0.004% | |
10/8/2025 | Towerpoint Wealth LLC | 29,051 | $8.65M | 3.5% | +0.6% | 0.043% | |
10/8/2025 | Carr Financial Group Corp | 934 | $278K | 0.1% | -5.5% | 0.001% | |
10/8/2025 | Kure Advisory LLC | 3,690 | $1.10M | 0.7% | +6.9% | 0.005% | |
10/8/2025 | Accel Wealth Management | 10,519 | $3.13M | 0.9% | +30.8% | 0.015% | |
10/8/2025 | Beacon Financial Group | 688 | $205K | 0.0% | N/A | 0.001% | |
10/7/2025 | Acropolis Investment Management LLC | 12,703 | $3.52M | 0.2% | +0.9% | 0.019% | |
10/7/2025 | Stephens Group Asset Management LLC | 116,906 | $34.79M | 2.3% | +125.1% | 0.171% | |
10/7/2025 | Salem Investment Counselors Inc. | 1,433 | $427K | 0.0% | +10.4% | 0.002% | |
10/7/2025 | Infinity Wealth Counsel LLC | 9,797 | $2.92M | 2.8% | +0.5% | 0.014% | |
10/7/2025 | Thrive Wealth Management LLC | 1,498 | $446K | 0.1% | -4.5% | 0.002% | |
10/6/2025 | Destiny Wealth Partners LLC | 857 | $255K | 0.0% | N/A | 0.001% | |
10/6/2025 | Steph & Co. | 2,637 | $785K | 0.2% | +2.9% | 0.004% | |
10/6/2025 | Inspirion Wealth Advisors LLC | 111,503 | $33.19M | 4.9% | -0.4% | 0.163% | |
10/3/2025 | Aaron Wealth Advisors LLC | 85,287 | $25.38M | 1.5% | +47.6% | 0.125% | |
10/3/2025 | Dentgroup LLC | 7,249 | $2.16M | 1.4% | -0.7% | 0.011% | |
10/2/2025 | Trust Co of the South | 27,301 | $8.13M | 1.3% | +2.4% | 0.040% | |
9/29/2025 | Vestwell Advisors LLC | 6,086 | $1.69M | 0.7% | N/A | 0.009% | |
9/26/2025 | Corient Private Wealth LLC | 759,313 | $210.29M | 0.3% | -20.8% | 1.106% | |
9/23/2025 | RS Crum Inc. | 51,439 | $14.25M | 3.4% | +5.0% | 0.075% | |
9/22/2025 | Caldwell Trust Co | 1,590 | $440K | 0.0% | N/A | 0.002% | |
9/12/2025 | Valeo Financial Advisors LLC | 12,933 | $3.58M | 0.1% | +109.6% | 0.019% | |
9/4/2025 | Osaic Holdings Inc. | 314,935 | $84.72M | 0.2% | +63.9% | 0.459% | |
9/3/2025 | American Trust | 3,450 | $955K | 0.1% | N/A | 0.005% | |
8/29/2025 | Total Investment Management Inc. | 180 | $50K | 0.0% | N/A | 0.000% | |
8/29/2025 | Centaurus Financial Inc. | 3,824 | $1.06M | 0.1% | +11.0% | 0.006% | |
8/27/2025 | Orion Porfolio Solutions LLC | 4,118 | $1.14M | 0.0% | +32.7% | 0.006% | |
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8/26/2025 | Zeit Capital LLC | 16,636 | $4.61M | 3.3% | +1.0% | 0.024% | |
8/26/2025 | Thrivent Financial for Lutherans | 11,432 | $3.17M | 0.0% | N/A | 0.017% | |
8/20/2025 | Coppell Advisory Solutions LLC | 1,210 | $334K | 0.0% | -4.7% | 0.002% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 19,628 | $5.44M | 0.3% | N/A | 0.029% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 25,292 | $7.00M | 1.1% | +18.2% | 0.037% | |
8/19/2025 | Delos Wealth Advisors LLC | 121 | $34K | 0.0% | N/A | 0.000% | |
8/18/2025 | Tactive Advisors LLC | 1,110 | $307K | 0.1% | N/A | 0.002% | |
8/18/2025 | N.E.W. Advisory Services LLC | 758 | $210K | 0.0% | -28.6% | 0.001% | |
8/18/2025 | Geneos Wealth Management Inc. | 15,271 | $4.23M | 0.1% | +19.7% | 0.022% | |
8/16/2025 | Evergreen Capital Management LLC | 2,426 | $673K | 0.0% | +2.5% | 0.004% | |