8/4/2025 | Saxony Capital Management LLC | 771 | $306K | 0.2% | +25.4% | 0.002% | |
8/4/2025 | AlphaStar Capital Management LLC | 3,334 | $1.32M | 0.1% | N/A | 0.007% | |
8/4/2025 | Integrity Alliance LLC. | 3,033 | $1.20M | 0.1% | -11.4% | 0.007% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 1,613 | $639K | 0.0% | -4.7% | 0.004% | |
8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 843 | $334K | 0.0% | N/A | 0.002% | |
8/4/2025 | AMG National Trust Bank | 505 | $200K | 0.0% | N/A | 0.001% | |
8/4/2025 | Pinnacle Associates Ltd. | 3,827 | $1.52M | 0.0% | +41.6% | 0.008% | |
8/4/2025 | Mesirow Financial Investment Management Inc. | 11,174 | $4.43M | 0.1% | -8.0% | 0.024% | |
8/4/2025 | One Day In July LLC | 1,797 | $713K | 0.1% | +180.8% | 0.004% | |
8/4/2025 | Atria Investments Inc | 13,996 | $5.55M | 0.1% | -12.6% | 0.031% | |
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8/4/2025 | Savvy Advisors Inc. | 582 | $231K | 0.0% | N/A | 0.001% | |
8/4/2025 | Assetmark Inc. | 1,306 | $518K | 0.0% | +7.8% | 0.003% | |
8/4/2025 | Keybank National Association OH | 10,607 | $4.21M | 0.0% | +8.5% | 0.023% | |
8/4/2025 | Hantz Financial Services Inc. | 162 | $63K | 0.0% | N/A | 0.000% | |
8/4/2025 | Daymark Wealth Partners LLC | 1,802 | $715K | 0.0% | -13.2% | 0.004% | |
8/1/2025 | Zhang Financial LLC | 7,484 | $2.97M | 0.1% | +7.7% | 0.016% | |
8/1/2025 | Anson Capital Inc. | 12,229 | $4.85M | 3.9% | -3.8% | 0.027% | |
8/1/2025 | Transcend Capital Advisors LLC | 1,284 | $509K | 0.0% | +13.2% | 0.003% | |
8/1/2025 | Brookwood Investment Group LLC | 1,479 | $586K | 0.1% | +6.2% | 0.003% | |
8/1/2025 | Delta Investment Management LLC | 560 | $222K | 0.0% | N/A | 0.001% | |
8/1/2025 | Envestnet Asset Management Inc. | 322,080 | $127.72M | 0.0% | +10.5% | 0.706% | |
7/31/2025 | Wealthfront Advisers LLC | 725 | $287K | 0.0% | N/A | 0.002% | |
7/31/2025 | Moloney Securities Asset Management LLC | 1,679 | $666K | 0.1% | +13.3% | 0.004% | |
7/31/2025 | Carnegie Investment Counsel | 1,965 | $779K | 0.0% | +44.3% | 0.004% | |
7/30/2025 | Cornerstone Advisory LLC | 62,580 | $24.82M | 2.7% | +1.4% | 0.137% | |
7/30/2025 | Insight Advisors LLC PA | 2,691 | $1.07M | 0.2% | -6.5% | 0.006% | |
7/30/2025 | Principle Wealth Partners LLC | 55,483 | $22.00M | 1.4% | +3.1% | 0.122% | |
7/30/2025 | Clifford Swan Investment Counsel LLC | 579 | $230K | 0.0% | N/A | 0.001% | |
7/30/2025 | Brookstone Capital Management | 13,198 | $5.23M | 0.1% | +12.7% | 0.029% | |
7/30/2025 | Cullen Frost Bankers Inc. | 131 | $52K | 0.0% | N/A | 0.000% | |
7/30/2025 | Pacific Sun Financial Corp | 545 | $216K | 0.1% | N/A | 0.001% | |
7/30/2025 | Mid American Wealth Advisory Group Inc. | 76 | $30K | 0.0% | N/A | 0.000% | |
7/30/2025 | Bogart Wealth LLC | 140 | $56K | 0.0% | +68.7% | 0.000% | |
7/30/2025 | Princeton Global Asset Management LLC | 263 | $104K | 0.0% | +4,283.3% | 0.001% | |
7/29/2025 | Elevation Capital Advisory LLC | 4,373 | $1.73M | 0.7% | N/A | 0.010% | |
7/29/2025 | Liberty Square Wealth Partners LLC | 4,290 | $1.70M | 0.6% | +37.2% | 0.009% | |
7/29/2025 | Forvis Mazars Wealth Advisors LLC | 987 | $391K | 0.0% | N/A | 0.002% | |
7/29/2025 | Chicago Partners Investment Group LLC | 697 | $284K | 0.0% | +7.7% | 0.002% | |
7/29/2025 | First Bancorp Inc ME | 8,034 | $3.19M | 1.8% | +13.5% | 0.018% | |
7/29/2025 | Aspiriant LLC | 1,105 | $438K | 0.0% | +9.4% | 0.002% | |
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7/29/2025 | Koshinski Asset Management Inc. | 1,065 | $422K | 0.0% | +4.4% | 0.002% | |
7/29/2025 | Rodgers & Associates LTD | 1,736 | $688K | 0.1% | +3.3% | 0.004% | |
7/29/2025 | Stordahl Capital Management Inc. | 45,589 | $18.08M | 4.0% | -6.0% | 0.100% | |
7/29/2025 | Arista Wealth Management LLC | 177,341 | $70.32M | 9.7% | +0.1% | 0.389% | |
7/29/2025 | Stratos Wealth Partners LTD. | 1,227 | $487K | 0.0% | +40.2% | 0.003% | |
7/28/2025 | Mutual Advisors LLC | 21,595 | $8.87M | 0.2% | -8.6% | 0.047% | |
7/28/2025 | Ritholtz Wealth Management | 1,381 | $548K | 0.0% | +6.1% | 0.003% | |
7/28/2025 | Triton Wealth Management PLLC | 1,946 | $795K | 0.3% | N/A | 0.004% | |
7/28/2025 | Harbour Investments Inc. | 953 | $378K | 0.0% | +15.0% | 0.002% | |
7/28/2025 | Sagespring Wealth Partners LLC | 762 | $302K | 0.0% | +6.0% | 0.002% | |
7/28/2025 | Founders Grove Wealth Partners LLC | 1,016 | $403K | 0.1% | N/A | 0.002% | |
7/28/2025 | Perfromance Wealth Partners LLC | 686 | $272K | 0.0% | N/A | 0.002% | |
7/28/2025 | Naviter Wealth LLC | 797 | $316K | 0.0% | N/A | 0.002% | |
7/25/2025 | NorthRock Partners LLC | 476 | $189K | 0.0% | -30.0% | 0.001% | |
7/25/2025 | Atria Wealth Solutions Inc. | 16,506 | $6.55M | 0.1% | +2.0% | 0.036% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 2,581 | $1.02M | 0.0% | -57.6% | 0.006% | |
7/25/2025 | Concord Asset Management LLC VA | 522 | $207K | 0.0% | N/A | 0.001% | |
7/25/2025 | Sequoia Financial Advisors LLC | 4,978 | $1.97M | 0.0% | +22.7% | 0.011% | |
7/25/2025 | Lion Street Advisors LLC | 1,256 | $498K | 0.2% | -20.3% | 0.003% | |
7/25/2025 | MGO One Seven LLC | 10,858 | $4.31M | 0.1% | +4.7% | 0.024% | |
7/25/2025 | CWM LLC | 3,179 | $1.26M | 0.0% | +1.8% | 0.007% | |
7/25/2025 | Vanguard Personalized Indexing Management LLC | 520 | $206K | 0.0% | N/A | 0.001% | |
7/25/2025 | Summa Corp. | 1,287 | $510K | 0.3% | N/A | 0.003% | |
7/25/2025 | Concurrent Investment Advisors LLC | 4,048 | $1.61M | 0.0% | -9.7% | 0.009% | |
7/25/2025 | Cerro Pacific Wealth Advisors LLC | 33,898 | $13.44M | 3.7% | +30.2% | 0.074% | |
7/25/2025 | Johnson Investment Counsel Inc. | 1,875 | $744K | 0.0% | +3.4% | 0.004% | |
7/25/2025 | R. W. Roge & Company Inc. | 10,397 | $4.12M | 2.3% | -10.3% | 0.023% | |
7/25/2025 | Apollon Financial LLC | 2,809 | $1.11M | 0.2% | +1.3% | 0.006% | |
7/25/2025 | Apollon Wealth Management LLC | 4,600 | $1.82M | 0.0% | +30.4% | 0.010% | |
7/24/2025 | Invictus Private Wealth LLC | 14,521 | $5.76M | 0.4% | -1.3% | 0.032% | |
7/24/2025 | Conning Inc. | 15,359 | $6.09M | 0.2% | N/A | 0.034% | |
7/24/2025 | Von Berge Wealth Management Group LLC | 3,903 | $1.58M | 0.9% | +4.7% | 0.009% | |
7/24/2025 | Summit Place Financial Advisors LLC | 557 | $221K | 0.1% | N/A | 0.001% | |
7/24/2025 | JFS Wealth Advisors LLC | 3,032 | $1.20M | 0.1% | +349.2% | 0.007% | |
7/24/2025 | IFP Advisors Inc | 1,332 | $528K | 0.0% | -9.4% | 0.003% | |
7/24/2025 | Blair William & Co. IL | 3,066 | $1.22M | 0.0% | +9.9% | 0.007% | |
7/24/2025 | US Bancorp DE | 17,292 | $6.86M | 0.0% | +1.5% | 0.038% | |
7/23/2025 | Valmark Advisers Inc. | 10,099 | $4.01M | 0.1% | +18.5% | 0.022% | |
7/23/2025 | Wheelhouse Advisory Group LLC | 55,035 | $21.82M | 11.1% | +7.5% | 0.121% | |
7/23/2025 | Joel Isaacson & Co. LLC | 132,618 | $52.59M | 2.1% | +7.9% | 0.291% | |
7/23/2025 | Richwood Investment Advisors LLC | 746 | $296K | 0.2% | -6.2% | 0.002% | |
7/23/2025 | Seamount Financial Group Inc. | 3,100 | $1.23M | 0.6% | N/A | 0.007% | |
7/22/2025 | Relyea Zuckerberg Hanson LLC | 32,605 | $12.93M | 1.5% | -2.8% | 0.071% | |
7/22/2025 | Belpointe Asset Management LLC | 3,070 | $1.22M | 0.1% | +27.0% | 0.007% | |
7/22/2025 | Berkshire Money Management Inc. | 248 | $98K | 0.0% | N/A | 0.001% | |
7/22/2025 | Iron Horse Wealth Management LLC | 85,811 | $34.03M | 10.0% | +1.6% | 0.188% | |
7/22/2025 | Simplicity Wealth LLC | 5,192 | $2.06M | 0.1% | -22.1% | 0.011% | |
7/22/2025 | Gutierrez Wealth Advisory LLC | 2,690 | $1.07M | 0.7% | N/A | 0.006% | |
7/22/2025 | Windward Private Wealth Management Inc. | 5,996 | $2.38M | 0.9% | +4.2% | 0.013% | |
7/22/2025 | Wells Trecaso Financial Group LLC | 7,277 | $2.89M | 0.9% | +3.1% | 0.016% | |
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7/21/2025 | Fortis Capital Advisors LLC | 1,708 | $677K | 0.1% | +30.2% | 0.004% | |
7/21/2025 | Ameritas Advisory Services LLC | 2,878 | $1.14M | 0.1% | -65.5% | 0.006% | |
7/21/2025 | 1900 Wealth Management LLC | 6,113 | $2.42M | 0.2% | -1.5% | 0.013% | |
7/21/2025 | Hilltop National Bank | 191 | $76K | 0.0% | N/A | 0.000% | |
7/18/2025 | Parsons Capital Management Inc. RI | 1,839 | $729K | 0.0% | +1.7% | 0.004% | |
7/18/2025 | RKL Wealth Management LLC | 2,150 | $853K | 0.1% | N/A | 0.005% | |
7/18/2025 | NRI Wealth Management LC | 1,316 | $522K | 0.3% | +12.5% | 0.003% | |
7/18/2025 | B.O.S.S. Retirement Advisors LLC | 5,167 | $2.05M | 0.5% | -1.6% | 0.011% | |
7/18/2025 | SOA Wealth Advisors LLC. | 453 | $180K | 0.0% | +76.3% | 0.001% | |
7/18/2025 | Northeast Financial Group Inc. | 839 | $333K | 0.1% | -7.8% | 0.002% | |