10/14/2025 | Market Street Wealth Management Advisors LLC | 7,892 | $2.43M | 0.4% | -2.1% | 0.005% | |
10/14/2025 | Juncture Wealth Strategies LLC | 237,975 | $73.26M | 24.5% | 0.0% | 0.158% | |
10/14/2025 | HBK Sorce Advisory LLC | 53,067 | $16.51M | 0.4% | -0.4% | 0.035% | |
10/14/2025 | LongView Wealth Management | 1,886 | $580K | 0.2% | -1.8% | 0.001% | |
10/14/2025 | Sloy Dahl & Holst LLC | 3,454 | $1.06M | 0.1% | +5.9% | 0.002% | |
10/14/2025 | BlueSky Wealth Advisors LLC | 87,849 | $27.05M | 3.6% | -6.3% | 0.058% | |
10/14/2025 | Brighton Jones LLC | 40,377 | $12.43M | 0.3% | +0.3% | 0.027% | |
10/14/2025 | Evanson Asset Management LLC | 12,509 | $3.85M | 0.2% | -0.4% | 0.008% | |
10/14/2025 | Clarius Group LLC | 23,031 | $7.09M | 0.4% | -0.2% | 0.015% | |
10/10/2025 | Financial Connections Group Inc. | 13,985 | $4.31M | 1.7% | -1.3% | 0.009% | |
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10/10/2025 | Cornerstone Management Inc. | 1,223 | $377K | 0.1% | -3.4% | 0.001% | |
10/10/2025 | BNC Wealth Management LLC | 677 | $208K | 0.1% | N/A | 0.000% | |
10/10/2025 | Trust Point Inc. | 216,661 | $66.70M | 5.4% | -1.1% | 0.144% | |
10/10/2025 | Newton One Investments LLC | 1,400 | $431K | 0.1% | -2.6% | 0.001% | |
10/10/2025 | FC Advisory LLC | 15,366 | $4.73M | 1.4% | -0.7% | 0.010% | |
10/10/2025 | Abound Wealth Management | 78,842 | $24.27M | 6.1% | +0.4% | 0.052% | |
10/10/2025 | Focus Financial Network Inc. | 3,374 | $1.04M | 0.0% | +2.3% | 0.002% | |
10/10/2025 | Signal Advisors Wealth LLC | 873 | $269K | 0.0% | N/A | 0.001% | |
10/10/2025 | Sunflower Bank N.A. | 210,276 | $64.74M | 15.7% | +0.4% | 0.140% | |
10/9/2025 | CGN Advisors LLC | 2,299 | $708K | 0.1% | -5.8% | 0.002% | |
10/9/2025 | Bartlett & CO. Wealth Management LLC | 8,909 | $2.75M | 0.0% | -2.7% | 0.006% | |
10/9/2025 | Secure Asset Management LLC | 8,980 | $2.78M | 0.5% | -33.7% | 0.006% | |
10/9/2025 | ACT Advisors LLC. | 716 | $221K | 0.1% | -39.4% | 0.000% | |
10/9/2025 | Voya Financial Advisors Inc. | 691,505 | $212.20M | 20.5% | +0.9% | 0.460% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 3,424 | $1.05M | 0.0% | -3.9% | 0.002% | |
10/9/2025 | Gainplan LLC | 13,105 | $4.03M | 1.7% | -6.0% | 0.009% | |
10/9/2025 | Prosperity Planning Inc. | 1,254 | $386K | 0.1% | -14.8% | 0.001% | |
10/9/2025 | Embree Financial Group | 2,572 | $792K | 0.1% | -1.9% | 0.002% | |
10/9/2025 | Riversedge Advisors LLC | 231,471 | $71.26M | 11.9% | +6.3% | 0.154% | |
10/8/2025 | YHB Investment Advisors Inc. | 9,056 | $2.79M | 0.2% | +2.3% | 0.006% | |
10/8/2025 | RDA Financial Network | 2,388 | $735K | 0.2% | +11.5% | 0.002% | |
10/8/2025 | Wedmont Private Capital | 36,082 | $11.16M | 0.4% | -10.8% | 0.024% | |
10/8/2025 | Bluestem Financial Advisors LLC | 8,313 | $2.56M | 1.0% | -0.7% | 0.006% | |
10/7/2025 | Orser Capital Management LLC | 5,525 | $1.70M | 0.9% | -4.3% | 0.004% | |
10/7/2025 | Atmos Advisory LLC | 61,173 | $18.83M | 11.5% | -0.4% | 0.041% | |
10/7/2025 | Acropolis Investment Management LLC | 171,400 | $48.90M | 2.5% | +3.1% | 0.114% | |
10/7/2025 | First Community Trust NA | 5,760 | $1.77M | 1.4% | +11.3% | 0.004% | |
10/7/2025 | Traphagen Investment Advisors LLC | 2,772 | $853K | 0.1% | +14.5% | 0.002% | |
10/7/2025 | Infinity Wealth Counsel LLC | 16,394 | $5.05M | 4.9% | -3.6% | 0.011% | |
10/7/2025 | Graves Light Lenhart Wealth Inc. | 2,325 | $716K | 0.1% | +37.7% | 0.002% | |
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10/7/2025 | Thrive Wealth Management LLC | 935 | $288K | 0.0% | -3.4% | 0.001% | |
10/7/2025 | Wiser Wealth Management Inc | 9,123 | $2.81M | 0.6% | -1.6% | 0.006% | |
10/6/2025 | Fragasso Financial Advisors Inc | 681 | $211K | 0.0% | N/A | 0.000% | |
10/6/2025 | SMI Advisory Services LLC | 2,658 | $822K | 0.2% | -4.5% | 0.002% | |
10/6/2025 | Heartwood Wealth Advisors LLC | 354,707 | $109.20M | 10.2% | +0.7% | 0.236% | |
10/6/2025 | Moller Wealth Partners | 79,891 | $24.60M | 5.1% | -5.3% | 0.053% | |
10/3/2025 | Horizons Wealth Management | 50,514 | $15.55M | 10.6% | -1.5% | 0.034% | |
10/3/2025 | Shorepoint Capital Partners LLC | 960 | $296K | 0.1% | N/A | 0.001% | |
10/2/2025 | GAMMA Investing LLC | 988 | $304K | 0.0% | +115.3% | 0.001% | |
10/2/2025 | Investors Research Corp | 58,347 | $17.96M | 3.3% | +3.9% | 0.039% | |
10/2/2025 | First Hawaiian Bank | 59,792 | $18.41M | 2.4% | -0.5% | 0.040% | |
10/2/2025 | Capital Asset Advisory Services LLC | 1,049,246 | $323.02M | 14.0% | +0.0% | 0.706% | |
9/26/2025 | Corient Private Wealth LLC | 114,202 | $32.58M | 0.0% | -8.4% | 0.077% | |
9/25/2025 | CacheTech Inc. | 25,360 | $7.24M | 1.3% | -66.8% | 0.017% | |
9/22/2025 | Caldwell Trust Co | 410 | $117K | 0.0% | N/A | 0.000% | |
9/19/2025 | Canal Capital Management LLC | 1,043 | $298K | 0.0% | N/A | 0.001% | |
9/12/2025 | Valeo Financial Advisors LLC | 27,595 | $7.87M | 0.2% | +1,049.3% | 0.019% | |
9/4/2025 | Osaic Holdings Inc. | 193,838 | $55.26M | 0.1% | -10.3% | 0.130% | |
8/29/2025 | Evolution Wealth Management Inc. | 102 | $29K | 0.0% | N/A | 0.000% | |
8/29/2025 | Total Investment Management Inc. | 52,545 | $14.99M | 2.2% | -1.3% | 0.035% | |
8/29/2025 | Centaurus Financial Inc. | 1,093 | $312K | 0.0% | +6.6% | 0.001% | |
8/27/2025 | Orion Porfolio Solutions LLC | 6,587 | $1.88M | 0.0% | +10.4% | 0.004% | |
8/26/2025 | Thrivent Financial for Lutherans | 1,828 | $521K | 0.0% | -74.9% | 0.001% | |
8/25/2025 | Silverlake Wealth Management LLC | 4,319 | $1.23M | 0.4% | -7.5% | 0.003% | |
8/25/2025 | BLVD Private Wealth LLC | 1,456 | $415K | 0.4% | N/A | 0.001% | |
8/20/2025 | Coppell Advisory Solutions LLC | 11,434 | $3.25M | 0.4% | +0.8% | 0.008% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 6,035 | $1.72M | 0.1% | N/A | 0.004% | |
8/19/2025 | Advisory Services Network LLC | 6,392 | $1.87M | 0.0% | +3.7% | 0.004% | |
8/19/2025 | Asset Dedication LLC | 1,097 | $313K | 0.0% | -30.4% | 0.001% | |
8/18/2025 | Geneos Wealth Management Inc. | 836 | $239K | 0.0% | +9.7% | 0.001% | |
8/18/2025 | Hershey Financial Advisers LLC | 5,609 | $1.60M | 1.4% | N/A | 0.004% | |
8/15/2025 | High Falls Advisors Inc | 1,101 | $314K | 0.1% | N/A | 0.001% | |
8/15/2025 | Tower Research Capital LLC TRC | 1,643 | $469K | 0.0% | N/A | 0.001% | |
8/15/2025 | Synergy Financial Group LTD | 4,626 | $1.32M | 1.0% | -2.3% | 0.003% | |
8/15/2025 | Corient Private Wealth LLC | 267,120 | $72.40M | 0.1% | +114.3% | 0.180% | |
8/15/2025 | Equitable Holdings Inc. | 328,031 | $93.59M | 0.8% | +2.3% | 0.221% | |
8/15/2025 | Blue Chip Partners LLC | 1,175 | $335K | 0.0% | N/A | 0.001% | |
8/15/2025 | Voya Financial Advisors Inc. | 685,315 | $195.03M | 19.7% | +17.7% | 0.461% | |
8/15/2025 | Redwood Financial Network Corp | 1,889 | $539K | 0.4% | -9.8% | 0.001% | |
8/15/2025 | Orion Porfolio Solutions LLC | 109,516 | $31.25M | 0.2% | +1,735.7% | 0.074% | |
8/15/2025 | MML Investors Services LLC | 300,761 | $85.81M | 0.2% | +1.9% | 0.202% | |
8/15/2025 | McIlrath & Eck LLC | 135,139 | $38.56M | 4.4% | -6.4% | 0.091% | |
8/15/2025 | Modern Wealth Management LLC | 51,216 | $14.61M | 0.4% | -44.1% | 0.034% | |
8/15/2025 | IHT Wealth Management LLC | 8,594 | $2.45M | 0.1% | +2.8% | 0.006% | |
8/15/2025 | Great Valley Advisor Group Inc. | 23,484 | $6.70M | 0.1% | -0.6% | 0.016% | |
8/15/2025 | EP Wealth Advisors LLC | 15,736 | $4.49M | 0.0% | -1.2% | 0.011% | |
8/15/2025 | Curi Capital LLC | 788 | $226K | 0.0% | -42.5% | 0.001% | |
8/15/2025 | Benjamin Edwards Inc. | 1,931 | $551K | 0.0% | +12.1% | 0.001% | |
8/15/2025 | Balanced Rock Investment Advisors LLC | 8,033 | $2.29M | 1.8% | +28.6% | 0.005% | |
8/15/2025 | AQR Capital Management LLC | 88,232 | $25.17M | 0.0% | +12.3% | 0.059% | |
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8/15/2025 | Ameriprise Financial Inc. | 800,400 | $228.36M | 0.1% | +3.0% | 0.538% | |
8/14/2025 | Ausdal Financial Partners Inc. | 15,779 | $4.50M | 0.3% | -3.5% | 0.011% | |
8/14/2025 | Financial Advisors Network Inc. | 720 | $205K | 0.0% | N/A | 0.000% | |
8/14/2025 | Raymond James Financial Inc. | 710,811 | $202.79M | 0.1% | +1.7% | 0.478% | |
8/14/2025 | Transamerica Financial Advisors LLC | 254,442 | $72.59M | 6.8% | -3.5% | 0.171% | |
8/14/2025 | Betterment LLC | 117,766 | $33.60M | 0.1% | +51.0% | 0.079% | |
8/14/2025 | Quantinno Capital Management LP | 51,574 | $14.71M | 0.1% | +82.9% | 0.035% | |
8/14/2025 | Diversify Advisory Services LLC | 967 | $287K | 0.0% | +20.3% | 0.001% | |
8/14/2025 | Alliancebernstein L.P. | 55,768 | $15.91M | 0.0% | -2.7% | 0.038% | |
8/14/2025 | Peapack Gladstone Financial Corp | 9,188 | $2.62M | 0.0% | +8.7% | 0.006% | |