4/30/2025 | Cerity Partners LLC | 23,156 | $3.55M | 0.0% | -1.2% | 0.057% | |
4/30/2025 | Allworth Financial LP | 10,559 | $1.61M | 0.0% | -18.2% | 0.026% | |
4/30/2025 | Sharpepoint LLC | 16,988 | $2.66M | 2.4% | +4.4% | 0.042% | |
4/30/2025 | Banque Pictet & Cie SA | 30,535 | $4.68M | 0.0% | -0.7% | 0.075% | |
4/30/2025 | Rehmann Capital Advisory Group | 5,348 | $819K | 0.1% | -2.4% | 0.013% | |
4/30/2025 | Principal Securities Inc. | 14,412 | $2.10M | 0.0% | +4.4% | 0.035% | |
4/30/2025 | Stratos Wealth Partners LTD. | 23,888 | $3.66M | 0.1% | +37.4% | 0.059% | |
4/30/2025 | Brown Advisory Inc. | 7,844 | $1.20M | 0.0% | -5.2% | 0.019% | |
4/30/2025 | Pekin Hardy Strauss Inc. | 4,297 | $658K | 0.1% | -7.3% | 0.011% | |
4/30/2025 | Interchange Capital Partners LLC | 3,299 | $503K | 0.1% | +22.0% | 0.008% | |
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4/29/2025 | U.S. Capital Wealth Advisors LLC | 2,099 | $321K | 0.0% | +28.7% | 0.005% | |
4/29/2025 | Richard Bernstein Advisors LLC | 47,180 | $7.22M | 0.2% | -9.5% | 0.116% | |
4/29/2025 | Financial Counselors Inc. | 2,978 | $456K | 0.0% | N/A | 0.007% | |
4/29/2025 | Envestnet Asset Management Inc. | 227,195 | $34.78M | 0.0% | +40.8% | 0.557% | |
4/29/2025 | Ifrah Financial Services Inc. | 2,134 | $327K | 0.1% | -3.6% | 0.005% | |
4/29/2025 | Interactive Financial Advisors Inc. | 20,517 | $3.14M | 1.7% | -0.7% | 0.050% | |
4/29/2025 | Concurrent Investment Advisors LLC | 19,673 | $3.01M | 0.1% | +57.5% | 0.048% | |
4/29/2025 | Marks Wealth LLC | 81,901 | $12.54M | 4.6% | N/A | 0.201% | |
4/29/2025 | Bank of New York Mellon Corp | 4,270 | $654K | 0.0% | -25.4% | 0.010% | |
4/29/2025 | World Investment Advisors | 7,625 | $1.17M | 0.0% | -2.0% | 0.019% | |
4/29/2025 | Capital Investment Advisory Services LLC | 2,551 | $391K | 0.0% | -4.4% | 0.006% | |
4/29/2025 | Strategic Blueprint LLC | 1,890 | $289K | 0.0% | N/A | 0.005% | |
4/29/2025 | OneDigital Investment Advisors LLC | 3,017 | $462K | 0.0% | -40.8% | 0.007% | |
4/29/2025 | Aurora Private Wealth Inc. | 1,585 | $243K | 0.1% | -48.5% | 0.004% | |
4/29/2025 | Onyx Bridge Wealth Group LLC | 4,352 | $666K | 0.1% | -7.0% | 0.011% | |
4/28/2025 | D.A. Davidson & CO. | 12,795 | $1.96M | 0.0% | +5.0% | 0.031% | |
4/28/2025 | Mutual Advisors LLC | 4,234 | $655K | 0.0% | -40.5% | 0.010% | |
4/28/2025 | Axis Wealth Partners LLC | 1,847 | $283K | 0.2% | +4.4% | 0.005% | |
4/28/2025 | Heritage Oak Wealth Advisors LLC | 10,248 | $1.57M | 0.7% | -7.0% | 0.025% | |
4/28/2025 | Private Trust Co. NA | 3,100 | $475K | 0.0% | -2.5% | 0.008% | |
4/28/2025 | DAVENPORT & Co LLC | 6,344 | $971K | 0.0% | -19.5% | 0.016% | |
4/28/2025 | Vontobel Holding Ltd. | 15,782 | $2.42M | 0.0% | +38.1% | 0.039% | |
4/25/2025 | Mather Group LLC. | 535 | $82K | 0.0% | +63.1% | 0.001% | |
4/25/2025 | Lodestar Private Asset Management LLC | 11,660 | $1.79M | 0.2% | -1.9% | 0.029% | |
4/25/2025 | Barnes Dennig Private Wealth Management LLC | 831 | $127K | 0.2% | N/A | 0.002% | |
4/25/2025 | New Wave Wealth Advisors LLC | 3,440 | $527K | 0.2% | -13.4% | 0.008% | |
4/25/2025 | Albion Financial Group UT | 300 | $46K | 0.0% | +39.5% | 0.001% | |
4/25/2025 | Essex Financial Services Inc. | 6,211 | $951K | 0.1% | -5.6% | 0.015% | |
4/25/2025 | Almanack Investment Partners LLC. | 3,088 | $473K | 0.1% | -11.3% | 0.008% | |
4/25/2025 | McGuire Investment Group LLC | 7,700 | $1.18M | 0.2% | +2.6% | 0.019% | |
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4/25/2025 | Sovran Advisors LLC | 4,922 | $736K | 0.1% | +5.4% | 0.012% | |
4/24/2025 | Sunbelt Securities Inc. | 14,536 | $2.23M | 0.2% | -3.3% | 0.036% | |
4/24/2025 | Tepp RIA LLC | 2,263 | $346K | 0.5% | -29.2% | 0.006% | |
4/24/2025 | Total Wealth Planning & Management Inc. | 5,749 | $880K | 0.8% | +3.0% | 0.014% | |
4/24/2025 | Kraft Davis & Associates LLC | 8,577 | $1.25M | 0.4% | -2.5% | 0.021% | |
4/23/2025 | Cottonwood Capital Advisors LLC | 22,760 | $3.49M | 2.6% | +11.0% | 0.056% | |
4/23/2025 | Western Wealth Management LLC | 9,756 | $1.49M | 0.1% | -0.9% | 0.024% | |
4/23/2025 | Sequoia Financial Advisors LLC | 3,167 | $485K | 0.0% | +25.0% | 0.008% | |
4/23/2025 | Wealth Effects LLC | 1,857 | $284K | 0.1% | -13.9% | 0.005% | |
4/23/2025 | Perigon Wealth Management LLC | 1,368 | $209K | 0.0% | -37.8% | 0.003% | |
4/23/2025 | TigerOak Management L.L.C. | 18,848 | $2.89M | 1.1% | -1.8% | 0.046% | |
4/23/2025 | Golden State Wealth Management LLC | 658 | $101K | 0.0% | +94.7% | 0.002% | |
4/23/2025 | Aurora Private Wealth Inc. | 124,481 | $19.06M | 0.5% | +3,944.2% | 0.305% | |
4/23/2025 | Spire Wealth Management | 19,937 | $3.05M | 0.1% | -4.4% | 0.049% | |
4/23/2025 | Mission Hills Financial Advisory LLC | 3,777 | $578K | 0.4% | -1.8% | 0.009% | |
4/23/2025 | Global Assets Advisory LLC | 22,664 | $3.34M | 0.6% | +250.2% | 0.056% | |
4/23/2025 | International Assets Investment Management LLC | 5,222 | $799K | 0.0% | -17.5% | 0.013% | |
4/23/2025 | Bluesphere Advisors LLC | 32,901 | $5.04M | 2.9% | -0.3% | 0.081% | |
4/23/2025 | Family Legacy Inc. | 11,699 | $1.79M | 0.6% | -6.8% | 0.029% | |
4/23/2025 | Oppenheimer & Co. Inc. | 38,867 | $5.95M | 0.1% | -4.3% | 0.095% | |
4/22/2025 | Centerpoint Advisory Group | 1,348 | $206K | 0.2% | N/A | 0.003% | |
4/22/2025 | Flagship Harbor Advisors LLC | 3,594 | $550K | 0.0% | -21.3% | 0.009% | |
4/22/2025 | Prairie Wealth Advisors Inc. | 10,850 | $1.66M | 0.8% | -2.1% | 0.027% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 104,852 | $16.05M | 0.1% | +17.6% | 0.257% | |
4/22/2025 | WealthCare Investment Partners LLC | 46,288 | $6.78M | 2.8% | +7.3% | 0.113% | |
4/22/2025 | Genesee Capital Advisors LLC | 5,501 | $842K | 0.4% | -29.4% | 0.013% | |
4/22/2025 | Ellis Investment Partners LLC | 4,779 | $732K | 0.2% | -4.8% | 0.012% | |
4/22/2025 | MinichMacGregor Wealth Management LLC | 83,256 | $12.75M | 2.8% | +11.3% | 0.204% | |
4/22/2025 | Inlight Wealth Management LLC | 394 | $60K | 0.0% | N/A | 0.001% | |
4/22/2025 | Garde Capital Inc. | 562 | $86K | 0.0% | N/A | 0.001% | |
4/22/2025 | Register Financial Advisors LLC | 1,727 | $264K | 0.1% | -4.1% | 0.004% | |
4/22/2025 | PFG Investments LLC | 7,194 | $1.10M | 0.1% | +8.1% | 0.018% | |
4/21/2025 | Avior Wealth Management LLC | 3,864 | $592K | 0.0% | +6.7% | 0.009% | |
4/21/2025 | ORG Partners LLC | 1,380 | $213K | 0.1% | +338.1% | 0.003% | |
4/21/2025 | Means Investment CO. Inc. | 2,285 | $350K | 0.0% | -22.4% | 0.006% | |
4/21/2025 | Blue Trust Inc. | 837 | $128K | 0.0% | +2,162.2% | 0.002% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 12,826 | $1.97M | 0.3% | +0.7% | 0.031% | |
4/21/2025 | ORG Wealth Partners LLC | 1,015 | $157K | 0.1% | N/A | 0.002% | |
4/21/2025 | HCR Wealth Advisors | 2,218 | $340K | 0.0% | -3.1% | 0.005% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 3,456 | $529K | 0.0% | +79.2% | 0.008% | |
4/21/2025 | Well Done LLC | 33,296 | $4.84M | 0.9% | +3.7% | 0.082% | |
4/21/2025 | Janney Capital Management LLC | 111,528 | $17.08M | 1.2% | -2.0% | 0.273% | |
4/21/2025 | Cadent Capital Advisors LLC | 107,111 | $16.40M | 5.8% | -2.4% | 0.263% | |
4/21/2025 | MFA Wealth Advisors LLC | 16,073 | $2.46M | 0.6% | -1.2% | 0.039% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 3,952 | $605K | 0.0% | -41.9% | 0.010% | |
4/18/2025 | Mayfair Advisory Group LLC | 1,784 | $273K | 0.2% | -5.1% | 0.004% | |
4/18/2025 | Lion Street Advisors LLC | 2,860 | $438K | 0.1% | +8.1% | 0.007% | |
4/18/2025 | San Luis Wealth Advisors LLC | 2,956 | $453K | 0.1% | -93.3% | 0.007% | |
4/18/2025 | Global Trust Asset Management LLC | 1,170 | $179K | 0.1% | +23.8% | 0.003% | |
4/18/2025 | Insigneo Advisory Services LLC | 7,736 | $1.18M | 0.1% | -9.8% | 0.019% | |
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4/17/2025 | Vivid Wealth Management LLC | 18,873 | $2.89M | 1.4% | -3.3% | 0.046% | |
4/17/2025 | Vicus Capital | 3,055 | $468K | 0.0% | -4.3% | 0.007% | |
4/17/2025 | Inscription Capital LLC | 4,399 | $673K | 0.1% | N/A | 0.011% | |
4/17/2025 | Sowell Financial Services LLC | 7,636 | $1.17M | 0.1% | N/A | 0.019% | |
4/17/2025 | Janney Montgomery Scott LLC | 52,191 | $7.99M | 0.0% | -13.7% | 0.127% | |
4/17/2025 | Partners Wealth Management LLC | 2,392 | $366K | 0.4% | -3.6% | 0.006% | |
4/17/2025 | Massachusetts Wealth Management | 7,627 | $1.17M | 0.8% | -4.6% | 0.019% | |
4/16/2025 | CRA Financial Services LLC | 3,731 | $571K | 0.1% | -9.7% | 0.009% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 133,627 | $20.46M | 0.0% | +9.7% | 0.325% | |
4/16/2025 | BigSur Wealth Management LLC | 28,753 | $4.40M | 1.2% | -0.5% | 0.070% | |