5/1/2025 | CWM LLC | 253,835 | $16.20M | 0.1% | +103.2% | 1.601% | |
5/1/2025 | Kesler Norman & Wride LLC | 58,640 | $3.74M | 0.7% | -5.6% | 0.370% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 1,500 | $96K | 0.0% | N/A | 0.009% | |
4/30/2025 | Opus Capital Group LLC | 223,987 | $14.29M | 1.8% | +1.3% | 1.413% | |
4/30/2025 | 49 Wealth Management LLC | 5,495 | $351K | 0.0% | -37.0% | 0.035% | |
4/29/2025 | Envestnet Asset Management Inc. | 74,407 | $4.75M | 0.0% | +3.4% | 0.469% | |
4/29/2025 | World Investment Advisors | 4,150 | $265K | 0.0% | -60.3% | 0.026% | |
4/29/2025 | ALM First Financial Advisors LLC | 236,286 | $14.22M | 3.1% | +12.6% | 1.491% | |
4/29/2025 | Brookstone Capital Management | 76,604 | $4.89M | 0.1% | +5.6% | 0.483% | |
4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 2,300 | $147K | 0.0% | N/A | 0.015% | |
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4/28/2025 | Longview Financial Advisors Inc. | 23,229 | $1.48M | 1.3% | -2.0% | 0.147% | |
4/25/2025 | Koshinski Asset Management Inc. | 3,692 | $236K | 0.0% | -13.8% | 0.023% | |
4/25/2025 | MorganRosel Wealth Management LLC | 3,269 | $209K | 0.1% | -19.5% | 0.021% | |
4/24/2025 | Money Concepts Capital Corp | 8,623 | $550K | 0.0% | -13.1% | 0.054% | |
4/24/2025 | Aspect Partners LLC | 16,015 | $1.02M | 0.6% | -12.3% | 0.101% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 2,335 | $149K | 0.0% | -21.3% | 0.015% | |
4/23/2025 | International Assets Investment Management LLC | 4,680 | $299K | 0.0% | -16.1% | 0.030% | |
4/23/2025 | Sheets Smith Wealth Management | 22,940 | $1.46M | 0.2% | -28.2% | 0.145% | |
4/23/2025 | Oppenheimer & Co. Inc. | 19,817 | $1.26M | 0.0% | +4.6% | 0.125% | |
4/22/2025 | Center for Financial Planning Inc. | 408 | $26K | 0.0% | N/A | 0.003% | |
4/22/2025 | OxenFree Capital LLC | 8,688 | $554K | 0.4% | +7.8% | 0.055% | |
4/22/2025 | Compass Ion Advisors LLC | 16,573 | $1.06M | 0.1% | -42.8% | 0.105% | |
4/21/2025 | Avior Wealth Management LLC | 4,619 | $295K | 0.0% | -4.7% | 0.029% | |
4/21/2025 | United Advisor Group LLC | 17,952 | $1.15M | 0.2% | +5.3% | 0.113% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 24,028 | $1.53M | 0.1% | +3.8% | 0.152% | |
4/17/2025 | Sagespring Wealth Partners LLC | 3,857 | $246K | 0.0% | -28.3% | 0.023% | |
4/17/2025 | Sowell Financial Services LLC | 3,886 | $248K | 0.0% | N/A | 0.023% | |
4/17/2025 | Janney Montgomery Scott LLC | 42,398 | $2.71M | 0.0% | -39.0% | 0.252% | |
4/17/2025 | Total Clarity Wealth Management Inc. | 3,630 | $249K | 0.1% | -17.1% | 0.022% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 23,837 | $1.52M | 0.1% | +2.3% | 0.141% | |
4/16/2025 | Southland Equity Partners LLC | 15,943 | $1.02M | 0.2% | +7.4% | 0.095% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 59,336 | $3.79M | 0.0% | -14.3% | 0.352% | |
4/16/2025 | RFG Holdings Inc. | 86,901 | $5.55M | 1.8% | -6.1% | 0.516% | |
4/15/2025 | Laurel Wealth Advisors LLC | 26,442 | $1.69M | 0.3% | +7.0% | 0.157% | |
4/15/2025 | First National Bank Sioux Falls | 8,009 | $511K | 0.2% | +11.8% | 0.048% | |
4/14/2025 | Revolve Wealth Partners LLC | 329,745 | $21.04M | 3.0% | +9.5% | 1.957% | |
4/11/2025 | DKM Wealth Management Inc. | 136,562 | $8.71M | 9.5% | -18.3% | 0.810% | |
4/11/2025 | Verum Partners LLC | 180,791 | $11.53M | 3.1% | -1.9% | 1.073% | |
4/10/2025 | Breakwater Capital Group | 128,030 | $8.17M | 1.5% | +8.0% | 0.760% | |
4/10/2025 | Fermata Advisors LLC | 141,476 | $9.03M | 1.6% | -6.2% | 0.840% | |
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4/10/2025 | Smith Anglin Financial LLC | 99,076 | $6.32M | 0.7% | -90.2% | 0.588% | |
4/8/2025 | Rothschild Investment LLC | 197,562 | $12.60M | 0.8% | +6.3% | 1.172% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 69,222 | $4.74M | 0.0% | +12.4% | 0.399% | |
2/25/2025 | Heck Capital Advisors LLC | 88,463 | $6.06M | 0.4% | N/A | 0.508% | |
2/24/2025 | United Advisor Group LLC | 17,041 | $1.17M | 0.2% | +108.3% | 0.098% | |
2/18/2025 | 49 Wealth Management LLC | 8,728 | $598K | 0.1% | -24.4% | 0.051% | |
2/17/2025 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,187 | $81K | 0.0% | N/A | 0.007% | |
2/17/2025 | Waverly Advisors LLC | 6,025 | $413K | 0.0% | N/A | 0.035% | |
2/17/2025 | Visionary Wealth Advisors | 62,006 | $4.25M | 0.2% | +5.4% | 0.363% | |
2/17/2025 | Snowden Capital Advisors LLC | 14,790 | $1.01M | 0.0% | +2.0% | 0.086% | |
2/17/2025 | Obermeyer Wealth Partners | 7,416 | $508K | 0.0% | +23.8% | 0.043% | |
2/17/2025 | Focus Partners Wealth | 334,486 | $22.90M | 0.1% | -47.9% | 1.956% | |
2/17/2025 | Cetera Investment Advisers | 164,419 | $11.26M | 0.0% | +175.4% | 0.962% | |
2/17/2025 | Baird Financial Group Inc. | 39,560 | $2.71M | 0.0% | +10.2% | 0.231% | |
2/17/2025 | Baldwin Investment Management LLC | 6,462 | $442K | 0.1% | +2.3% | 0.038% | |
2/17/2025 | Bank of America Corp DE | 136,213 | $9.33M | 0.0% | +3.8% | 0.797% | |
2/17/2025 | Ancora Advisors LLC | 4,080 | $279K | 0.0% | -10.5% | 0.024% | |
2/17/2025 | 360 Financial Inc. | 219,734 | $15.05M | 5.4% | +6.3% | 1.285% | |
2/14/2025 | Jane Street Group LLC | 22,163 | $1.52M | 0.0% | -16.0% | 0.130% | |
2/14/2025 | GG Group Ventures LLC | 3,636 | $249K | 0.3% | -31.1% | 0.021% | |
2/14/2025 | Beacon Pointe Advisors LLC | 7,526 | $515K | 0.0% | +2.7% | 0.044% | |
2/14/2025 | Betterment LLC | 26,371 | $1.81M | 0.0% | -2.3% | 0.154% | |
2/14/2025 | Coppell Advisory Solutions LLC | 3,091 | $210K | 0.0% | +31.3% | 0.018% | |
2/14/2025 | MGO One Seven LLC | 45,237 | $3.10M | 0.1% | +1.9% | 0.265% | |
2/14/2025 | Stifel Financial Corp | 94,088 | $6.44M | 0.0% | +14.4% | 0.550% | |
2/14/2025 | OneDigital Investment Advisors LLC | 3,349 | $229K | 0.0% | +9.4% | 0.020% | |
2/14/2025 | MML Investors Services LLC | 35,066 | $2.40M | 0.0% | +4.5% | 0.205% | |
2/13/2025 | MSH Capital Advisors LLC | 4,033 | $276K | 0.1% | N/A | 0.024% | |
2/13/2025 | Belpointe Asset Management LLC | 13,457 | $966K | 0.1% | -7.3% | 0.079% | |
2/13/2025 | CreativeOne Wealth LLC | 10,742 | $736K | 0.0% | +32.9% | 0.063% | |
2/13/2025 | Mariner LLC | 3,044 | $208K | 0.0% | N/A | 0.018% | |
2/13/2025 | Sagespring Wealth Partners LLC | 5,381 | $368K | 0.0% | N/A | 0.031% | |
2/13/2025 | Rockefeller Capital Management L.P. | 78,812 | $5.40M | 0.0% | +1.9% | 0.461% | |
2/13/2025 | Raymond James Financial Inc. | 423,409 | $28.99M | 0.0% | N/A | 2.476% | |
2/13/2025 | Envestnet Asset Management Inc. | 71,938 | $4.93M | 0.0% | -14.5% | 0.421% | |
2/13/2025 | Wells Fargo & Company MN | 173,736 | $11.90M | 0.0% | +53.1% | 1.016% | |
2/13/2025 | Smith Moore & CO. | 9,629 | $659K | 0.1% | +11.8% | 0.056% | |
2/12/2025 | Astra Wealth Partners LLC | 10,906 | $747K | 0.7% | N/A | 0.064% | |
2/12/2025 | Thoroughbred Financial Services LLC | 62,340 | $4.27M | 0.3% | -0.6% | 0.365% | |
2/12/2025 | World Investment Advisors | 10,453 | $716K | 0.0% | +12.0% | 0.061% | |
2/12/2025 | DKM Wealth Management Inc. | 167,182 | $11.45M | 10.9% | N/A | 0.978% | |
2/12/2025 | Kesler Norman & Wride LLC | 62,144 | $4.26M | 0.9% | -28.0% | 0.363% | |
2/12/2025 | Orion Portfolio Solutions LLC | 4,245 | $291K | 0.0% | N/A | 0.025% | |
2/12/2025 | JPMorgan Chase & Co. | 2,132 | $146K | 0.0% | +42,540.0% | 0.012% | |
2/12/2025 | Ausdal Financial Partners Inc. | 14,303 | $979K | 0.1% | -13.4% | 0.084% | |
2/11/2025 | LPL Financial LLC | 846,459 | $57.96M | 0.0% | +13.7% | 4.950% | |
2/11/2025 | Intellus Advisors LLC | 469,653 | $32.16M | 5.6% | N/A | 2.747% | |
2/11/2025 | ZEGA Investments LLC | 5,749 | $407K | 0.1% | N/A | 0.034% | |
2/11/2025 | Comprehensive Wealth Management LLC | 10,229 | $700K | 0.5% | +7.7% | 0.060% | |
2/11/2025 | Compass Ion Advisors LLC | 28,980 | $1.98M | 0.2% | -5.3% | 0.169% | |
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2/10/2025 | Valued Retirements Inc. | 45,944 | $3.15M | 4.2% | -8.0% | 0.269% | |
2/10/2025 | Commonwealth Equity Services LLC | 521,398 | $35.70M | 0.1% | -6.1% | 3.049% | |
2/7/2025 | HighTower Advisors LLC | 135,244 | $9.26M | 0.0% | +4.4% | 0.791% | |
2/7/2025 | Moors & Cabot Inc. | 4,923 | $337K | 0.0% | -13.6% | 0.029% | |
2/7/2025 | Independent Advisor Alliance | 3,201 | $219K | 0.0% | N/A | 0.019% | |
2/6/2025 | Ethos Financial Group LLC | 53,081 | $3.63M | 0.5% | N/A | 0.310% | |
2/6/2025 | Raymond James Financial Inc. | 423,409 | $28.99M | 0.0% | N/A | 2.476% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 50,603 | $3.47M | 0.0% | +15.0% | 0.296% | |
2/6/2025 | Bravias Capital Group LLC | 22,675 | $1.60M | 1.3% | N/A | 0.133% | |
2/6/2025 | Meridian Wealth Management LLC | 15,304 | $1.05M | 0.0% | +10.2% | 0.089% | |