5/20/2025 | Focus Partners Wealth | 446,165 | $22.55M | 0.1% | +61.3% | 2.414% | |
5/20/2025 | Integrity Alliance LLC. | 27,374 | $1.38M | 0.1% | N/A | 0.148% | |
5/16/2025 | Goldman Sachs Group Inc. | 857,503 | $43.34M | 0.0% | -15.5% | 4.640% | |
5/16/2025 | NewEdge Advisors LLC | 50,966 | $2.58M | 0.0% | -5.0% | 0.276% | |
5/15/2025 | Royal Bank of Canada | 11,721 | $592K | 0.0% | -6.7% | 0.063% | |
5/15/2025 | Betterment LLC | 65,334 | $3.30M | 0.0% | -15.3% | 0.354% | |
5/15/2025 | TD Capital Management LLC | 11,299 | $571K | 0.1% | +37.8% | 0.061% | |
5/14/2025 | Comerica Bank | 4,363 | $221K | 0.0% | +13.2% | 0.024% | |
5/14/2025 | Freedom Investment Management Inc. | 71,374 | $3.61M | 0.3% | N/A | 0.386% | |
5/14/2025 | Smartleaf Asset Management LLC | 7,211 | $365K | 0.0% | N/A | 0.039% | |
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5/14/2025 | Northwestern Mutual Wealth Management Co. | 581 | $29K | 0.0% | N/A | 0.003% | |
5/14/2025 | Barnes Wealth Management Group Inc | 45,657 | $2.31M | 1.5% | +17.2% | 0.247% | |
5/14/2025 | Lionsbridge Wealth Management LLC | 34,501 | $1.74M | 1.6% | -40.6% | 0.187% | |
5/14/2025 | Tiemann Investment Advisors LLC | 131,064 | $6.62M | 3.0% | +18.0% | 0.709% | |
5/14/2025 | ZEGA Investments LLC | 23,849 | $1.21M | 0.2% | +229.8% | 0.129% | |
5/13/2025 | Global View Capital Management LLC | 23,578 | $1.19M | 0.4% | N/A | 0.128% | |
5/13/2025 | Raymond James Financial Inc. | 430,746 | $21.77M | 0.0% | +121.2% | 2.331% | |
5/13/2025 | HighTower Advisors LLC | 131,687 | $6.66M | 0.0% | -8.8% | 0.713% | |
5/12/2025 | Berger Financial Group Inc | 24,690 | $1.25M | 0.1% | +32.5% | 0.134% | |
5/12/2025 | Townsquare Capital LLC | 21,601 | $1.09M | 0.0% | N/A | 0.117% | |
5/12/2025 | Bristlecone Advisors LLC | 132,447 | $6.69M | 0.5% | +18.4% | 0.717% | |
5/12/2025 | Potentia Wealth | 108,177 | $5.47M | 2.6% | +6.5% | 0.585% | |
5/9/2025 | Three Seasons Wealth LLC | 131,665 | $6.65M | 3.3% | -45.5% | 0.712% | |
5/9/2025 | Atria Wealth Solutions Inc. | 76,025 | $3.84M | 0.0% | +138.4% | 0.411% | |
5/7/2025 | Patten & Patten Inc. TN | 319,120 | $16.13M | 1.1% | -0.8% | 1.727% | |
5/7/2025 | Avalon Capital Management | 165,369 | $8.36M | 2.4% | +237.4% | 0.895% | |
5/7/2025 | LPL Financial LLC | 585,643 | $29.60M | 0.0% | +78.6% | 3.169% | |
5/6/2025 | Proficio Capital Partners LLC | 32,700 | $1.65M | 0.1% | -23.6% | 0.177% | |
5/6/2025 | Ignite Planners LLC | 75,168 | $3.78M | 0.7% | +15.7% | 0.407% | |
5/5/2025 | IFP Advisors Inc | 17,668 | $893K | 0.0% | N/A | 0.096% | |
5/5/2025 | Private Advisor Group LLC | 31,334 | $1.58M | 0.0% | +210.0% | 0.170% | |
5/2/2025 | Dakota Wealth Management | 10,238 | $517K | 0.0% | -8.2% | 0.055% | |
5/2/2025 | Sigma Planning Corp | 5,384 | $272K | 0.0% | N/A | 0.029% | |
5/1/2025 | CWM LLC | 828,100 | $41.85M | 0.2% | +31.8% | 4.481% | |
5/1/2025 | Fulcrum Equity Management | 11,121 | $562K | 0.6% | N/A | 0.060% | |
5/1/2025 | Fifth Third Securities Inc. | 54,211 | $2.74M | 0.2% | +7.1% | 0.293% | |
5/1/2025 | Sage Rhino Capital LLC | 121,342 | $6.13M | 1.4% | -16.0% | 0.657% | |
4/30/2025 | Burford Brothers Inc. | 14,396 | $728K | 0.4% | -4.5% | 0.078% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 669 | $34K | 0.0% | N/A | 0.004% | |
4/30/2025 | Rock Point Advisors LLC | 11,875 | $600K | 0.2% | -2.4% | 0.064% | |
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4/30/2025 | Axxcess Wealth Management LLC | 227,437 | $11.50M | 0.3% | -6.3% | 1.231% | |
4/30/2025 | Stratos Wealth Partners LTD. | 25,559 | $1.29M | 0.0% | N/A | 0.138% | |
4/29/2025 | Envestnet Asset Management Inc. | 120,503 | $6.09M | 0.0% | +243.0% | 0.652% | |
4/29/2025 | Adell Harriman & Carpenter Inc. | 98,802 | $4.99M | 0.4% | -11.8% | 0.535% | |
4/29/2025 | Bank of New York Mellon Corp | 14,512 | $733K | 0.0% | N/A | 0.079% | |
4/29/2025 | World Investment Advisors | 12,906 | $652K | 0.0% | N/A | 0.070% | |
4/29/2025 | OneDigital Investment Advisors LLC | 29,398 | $1.49M | 0.0% | -22.5% | 0.159% | |
4/28/2025 | Elmwood Wealth Management Inc. | 10,368 | $524K | 0.2% | -25.1% | 0.063% | |
4/28/2025 | Swmg LLC | 15,604 | $788K | 0.3% | -44.4% | 0.094% | |
4/28/2025 | DAVENPORT & Co LLC | 13,447 | $680K | 0.0% | +35.7% | 0.081% | |
4/28/2025 | Rovin Capital UT ADV | 9,009 | $455K | 0.1% | -4.8% | 0.054% | |
4/25/2025 | G&S Capital LLC | 31,775 | $1.61M | 0.7% | +67.1% | 0.192% | |
4/25/2025 | Spinnaker Trust | 317,399 | $16.04M | 1.0% | -8.1% | 1.918% | |
4/25/2025 | Hutchens & Kramer Investment Management Group LLC | 10,904 | $551K | 0.3% | N/A | 0.066% | |
4/24/2025 | CWC Advisors LLC. | 6,285 | $318K | 0.2% | N/A | 0.038% | |
4/24/2025 | Sunbelt Securities Inc. | 1,297 | $66K | 0.0% | N/A | 0.008% | |
4/23/2025 | Balefire LLC | 21,601 | $1.09M | 0.4% | N/A | 0.131% | |
4/23/2025 | Perigon Wealth Management LLC | 23,489 | $1.19M | 0.0% | -6.7% | 0.142% | |
4/23/2025 | Golden State Wealth Management LLC | 2,881 | $146K | 0.0% | +98.0% | 0.017% | |
4/23/2025 | Golden State Equity Partners | 24,721 | $1.25M | 0.2% | -3.6% | 0.149% | |
4/23/2025 | Global Assets Advisory LLC | 7,223 | $363K | 0.1% | N/A | 0.044% | |
4/22/2025 | Cassia Capital Partners LLC | 110,051 | $5.56M | 3.5% | +14.1% | 0.665% | |
4/22/2025 | Register Financial Advisors LLC | 8,700 | $440K | 0.2% | N/A | 0.053% | |
4/22/2025 | World Equity Group Inc. | 6,235 | $315K | 0.1% | N/A | 0.038% | |
4/22/2025 | Private Wealth Partners LLC | 69,250 | $3.50M | 0.3% | +174.3% | 0.418% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 51,350 | $2.60M | 0.0% | +56.9% | 0.310% | |
4/21/2025 | Steel Grove Capital Advisors LLC | 62,725 | $3.17M | 0.5% | +53.9% | 0.379% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 102,638 | $5.19M | 0.0% | -30.2% | 0.620% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 1,309 | $66K | 0.0% | N/A | 0.008% | |
4/15/2025 | Capital Advisors Ltd. LLC | 6,973 | $352K | 0.0% | -6.7% | 0.042% | |
4/15/2025 | Alpha Omega Wealth Management LLC | 168,724 | $8.53M | 1.6% | +11.8% | 1.019% | |
4/15/2025 | Atwood & Palmer Inc. | 40,400 | $2.04M | 0.1% | -15.1% | 0.244% | |
4/15/2025 | Simplicity Wealth LLC | 6,621 | $335K | 0.0% | N/A | 0.040% | |
4/14/2025 | Regatta Capital Group LLC | 17,242 | $871K | 0.2% | +34.6% | 0.104% | |
4/14/2025 | Everest Management Corp. | 14,330 | $724K | 0.7% | -10.4% | 0.087% | |
4/14/2025 | Farther Finance Advisors LLC | 7,002 | $353K | 0.0% | +1,686.2% | 0.042% | |
4/10/2025 | Channel Wealth LLC | 21,995 | $1.11M | 0.3% | +3.3% | 0.133% | |
4/10/2025 | Amplius Wealth Advisors LLC | 641,389 | $32.42M | 3.4% | -6.9% | 3.875% | |
4/9/2025 | Buska Wealth Management LLC | 4,930 | $249K | 0.1% | -6.4% | 0.030% | |
4/9/2025 | RFG Advisory LLC | 10,010 | $506K | 0.0% | N/A | 0.060% | |
4/8/2025 | Beese Fulmer Investment Management Inc. | 5,865 | $296K | 0.0% | -18.3% | 0.035% | |
4/7/2025 | AdvisorNet Financial Inc | 39,519 | $2.00M | 0.1% | +3.6% | 0.244% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 146,960 | $7.38M | 0.0% | -90.5% | 0.988% | |
3/4/2025 | Buska Wealth Management LLC | 5,265 | $264K | 0.1% | -7.7% | 0.035% | |
2/27/2025 | Carolinas Wealth Consulting LLC | 2,283 | $115K | 0.0% | N/A | 0.019% | |
2/25/2025 | Heck Capital Advisors LLC | 4,414 | $222K | 0.0% | N/A | 0.037% | |
2/18/2025 | Navalign LLC | 6,086 | $306K | 0.1% | +50.3% | 0.052% | |
2/18/2025 | Delta Investment Management LLC | 4,821 | $242K | 0.0% | -63.2% | 0.041% | |
2/17/2025 | McGowan Group Asset Management Inc. | 273,013 | $13.71M | 1.8% | +1.0% | 2.314% | |
2/17/2025 | Focus Partners Wealth | 276,579 | $13.89M | 0.0% | +25.7% | 2.344% | |
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2/17/2025 | Citadel Advisors LLC | 4,321 | $217K | 0.0% | N/A | 0.037% | |
2/17/2025 | Captrust Financial Advisors | 42,259 | $2.12M | 0.0% | -91.1% | 0.358% | |
2/17/2025 | Beverly Hills Private Wealth LLC | 5,444 | $273K | 0.1% | -88.9% | 0.046% | |
2/17/2025 | Bank of America Corp DE | 45,127 | $2.27M | 0.0% | -2.3% | 0.382% | |
2/14/2025 | Jane Street Group LLC | 9,035 | $454K | 0.0% | N/A | 0.077% | |
2/14/2025 | Betterment LLC | 77,173 | $3.88M | 0.0% | +23.9% | 0.654% | |
2/14/2025 | Berger Financial Group Inc | 18,639 | $936K | 0.1% | N/A | 0.158% | |
2/14/2025 | Three Seasons Wealth LLC | 241,544 | $12.19M | 5.9% | N/A | 2.047% | |
2/14/2025 | MGO One Seven LLC | 10,740 | $539K | 0.0% | N/A | 0.091% | |
2/14/2025 | Steel Grove Capital Advisors LLC | 40,758 | $2.05M | 0.3% | +8.3% | 0.345% | |