5/2/2025 | Tectonic Advisors LLC | 2,970 | $451K | 0.0% | +2.4% | 0.047% | |
5/2/2025 | Sigma Planning Corp | 1,418 | $215K | 0.0% | -23.8% | 0.023% | |
5/1/2025 | Kathmere Capital Management LLC | 2,926 | $444K | 0.0% | +17.7% | 0.047% | |
4/30/2025 | Stratos Wealth Advisors LLC | 12,615 | $1.91M | 0.1% | +38.4% | 0.202% | |
4/30/2025 | Davidson Investment Advisors | 127,332 | $19.32M | 1.0% | -0.6% | 2.034% | |
4/29/2025 | Envestnet Asset Management Inc. | 80,449 | $12.21M | 0.0% | -1.0% | 1.285% | |
4/29/2025 | Schulz Wealth LTD. | 86,511 | $13.13M | 10.0% | +1.1% | 1.382% | |
4/29/2025 | Concurrent Investment Advisors LLC | 1,403 | $213K | 0.0% | N/A | 0.022% | |
4/29/2025 | Strategic Blueprint LLC | 1,982 | $301K | 0.0% | +26.5% | 0.032% | |
4/29/2025 | OneDigital Investment Advisors LLC | 1,765 | $268K | 0.0% | N/A | 0.028% | |
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4/29/2025 | Silver Oak Securities Incorporated | 1,142 | $173K | 0.0% | N/A | 0.018% | |
4/28/2025 | Clear Creek Financial Management LLC | 10,885 | $1.65M | 0.2% | -27.9% | 0.174% | |
4/28/2025 | Lincoln Capital Corp | 26,038 | $3.95M | 1.6% | -3.1% | 0.416% | |
4/24/2025 | Aspect Partners LLC | 7,260 | $1.10M | 0.6% | -13.8% | 0.116% | |
4/23/2025 | International Assets Investment Management LLC | 9,834 | $1.49M | 0.0% | +92.6% | 0.157% | |
4/23/2025 | Systelligence LLC | 145,318 | $22.05M | 5.3% | +51.4% | 2.321% | |
4/23/2025 | Lazari Capital Management Inc. | 3,706 | $562K | 0.2% | -13.7% | 0.059% | |
4/22/2025 | JFS Wealth Advisors LLC | 290 | $44K | 0.0% | N/A | 0.005% | |
4/22/2025 | TrueMark Investments LLC | 2,439 | $370K | 0.1% | N/A | 0.039% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 16,545 | $2.51M | 0.0% | -4.8% | 0.264% | |
4/22/2025 | Cabot Wealth Management Inc. | 106,970 | $16.23M | 2.1% | -3.0% | 1.709% | |
4/22/2025 | Compass Ion Advisors LLC | 6,959 | $1.06M | 0.1% | N/A | 0.111% | |
4/21/2025 | Silver Oak Securities Incorporated | 1,142 | $173K | 0.0% | N/A | 0.018% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 1,439 | $218K | 0.0% | -48.7% | 0.023% | |
4/18/2025 | Financial Freedom LLC | 3,689 | $560K | 0.3% | +1,841.6% | 0.059% | |
4/17/2025 | Janney Montgomery Scott LLC | 1,383 | $210K | 0.0% | N/A | 0.022% | |
4/17/2025 | Pacific Sun Financial Corp | 2,026 | $307K | 0.2% | +33.0% | 0.033% | |
4/17/2025 | Ritholtz Wealth Management | 479,873 | $72.80M | 2.2% | +8.7% | 7.715% | |
4/16/2025 | Armbruster Capital Management Inc. | 40,893 | $6.20M | 1.2% | +2.9% | 0.657% | |
4/15/2025 | Redhawk Wealth Advisors Inc. | 19,605 | $2.97M | 0.4% | +4.1% | 0.315% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 1,697 | $257K | 0.0% | +25.0% | 0.027% | |
4/14/2025 | UMB Bank n.a. | 21,926 | $3.33M | 0.1% | -16.3% | 0.353% | |
4/9/2025 | Merit Financial Group LLC | 13,969 | $2.12M | 0.0% | +22.8% | 0.225% | |
4/9/2025 | Anderson Hoagland & Co. | 118,928 | $18.04M | 2.2% | -12.4% | 1.912% | |
4/8/2025 | Parallel Advisors LLC | 1,100 | $167K | 0.0% | N/A | 0.018% | |
4/7/2025 | AdvisorNet Financial Inc | 2,017 | $306K | 0.0% | +6.0% | 0.032% | |
4/1/2025 | Hobart Private Capital LLC | 22,162 | $3.36M | 0.8% | +6.7% | 0.356% | |
4/1/2025 | Stonehearth Capital Management LLC | 2,190 | $332K | 0.1% | N/A | 0.035% | |
2/24/2025 | Wilkins Miller Wealth Management LLC | 2,261 | $372K | 0.4% | N/A | 0.036% | |
2/24/2025 | Great Valley Advisor Group Inc. | 77,817 | $12.79M | 0.3% | +40.4% | 1.253% | |
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2/24/2025 | United Advisor Group LLC | 3,331 | $548K | 0.1% | -20.9% | 0.054% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 4,049 | $666K | 0.0% | +19.2% | 0.119% | |
2/17/2025 | Tidal Investments LLC | 6,706 | $1.10M | 0.0% | +71.4% | 0.197% | |
2/17/2025 | Fullcircle Wealth LLC | 8,609 | $1.51M | 0.6% | +102.0% | 0.253% | |
2/17/2025 | EP Wealth Advisors LLC | 634 | $104K | 0.0% | N/A | 0.019% | |
2/17/2025 | Cetera Investment Advisers | 270,390 | $44.44M | 0.1% | +4,627.1% | 7.953% | |
2/17/2025 | Bank of America Corp DE | 4,538 | $746K | 0.0% | N/A | 0.133% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 6,253 | $1.03M | 0.0% | -25.0% | 0.184% | |
2/14/2025 | Jane Street Group LLC | 3,689 | $606K | 0.0% | N/A | 0.109% | |
2/14/2025 | Comerica Bank | 9,012 | $1.48M | 0.0% | N/A | 0.265% | |
2/14/2025 | Transce3nd LLC | 199 | $33K | 0.0% | N/A | 0.006% | |
2/13/2025 | NewEdge Advisors LLC | 10,157 | $1.67M | 0.0% | +322.7% | 0.299% | |
2/13/2025 | Belpointe Asset Management LLC | 3,329 | $527K | 0.0% | -2.9% | 0.098% | |
2/13/2025 | Mariner LLC | 6,594 | $1.08M | 0.0% | +24.3% | 0.194% | |
2/13/2025 | Townsquare Capital LLC | 2,294 | $377K | 0.0% | N/A | 0.067% | |
2/13/2025 | Cerity Partners LLC | 2,366 | $389K | 0.0% | N/A | 0.070% | |
2/13/2025 | Envestnet Asset Management Inc. | 81,235 | $13.35M | 0.0% | -1.2% | 2.389% | |
2/12/2025 | Thoroughbred Financial Services LLC | 5,177 | $851K | 0.1% | +25.5% | 0.152% | |
2/12/2025 | OLD Mission Capital LLC | 8,746 | $1.44M | 0.0% | N/A | 0.257% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 2,151 | $354K | 0.0% | +6.7% | 0.063% | |
2/12/2025 | Orion Portfolio Solutions LLC | 2,142 | $352K | 0.0% | N/A | 0.063% | |
2/11/2025 | Signature Estate & Investment Advisors LLC | 1,674 | $275K | 0.0% | +26.1% | 0.049% | |
2/11/2025 | LPL Financial LLC | 85,783 | $14.10M | 0.0% | +40.7% | 2.523% | |
2/11/2025 | Certus Wealth Management LLC | 8,375 | $1.47M | 1.0% | N/A | 0.246% | |
2/11/2025 | Strategic Financial Services Inc. | 264,902 | $43.54M | 2.6% | -3.9% | 7.791% | |
2/10/2025 | Harbour Investments Inc. | 3,624 | $596K | 0.0% | +32.7% | 0.107% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 2,806 | $461K | 0.0% | +23.4% | 0.083% | |
2/10/2025 | Commonwealth Equity Services LLC | 14,629 | $2.41M | 0.0% | +16.5% | 0.430% | |
2/10/2025 | Avantax Advisory Services Inc. | 6,191 | $1.02M | 0.0% | +7.3% | 0.182% | |
2/10/2025 | Farther Finance Advisors LLC | 202 | $33K | 0.0% | N/A | 0.006% | |
2/7/2025 | PFG Advisors | 4,680 | $769K | 0.0% | +8.3% | 0.138% | |
2/7/2025 | Blake Schutter Theil Wealth Advisors LLC | 2,423 | $398K | 0.4% | -5.3% | 0.071% | |
2/6/2025 | Raymond James Financial Inc. | 67,444 | $11.09M | 0.0% | N/A | 1.984% | |
2/5/2025 | Noble Wealth Management PBC | 375 | $62K | 0.0% | N/A | 0.011% | |
2/5/2025 | Schulz Wealth LTD. | 85,598 | $14.07M | 10.8% | +1.4% | 2.518% | |
2/5/2025 | Parkside Financial Bank & Trust | 322 | $53K | 0.0% | +41.9% | 0.009% | |
2/4/2025 | Edge Capital Group LLC | 1,000 | $164K | 0.0% | -84.5% | 0.029% | |
2/4/2025 | IFP Advisors Inc | 785 | $129K | 0.0% | -11.5% | 0.023% | |
2/4/2025 | Partners Wealth Management LLC | 2,307 | $379K | 0.4% | N/A | 0.068% | |
2/4/2025 | Cabot Wealth Management Inc. | 110,231 | $18.12M | 2.3% | -3.2% | 3.242% | |
2/3/2025 | Sigma Planning Corp | 1,860 | $306K | 0.0% | N/A | 0.055% | |
2/3/2025 | Pacific Sun Financial Corp | 1,523 | $250K | 0.1% | +15.7% | 0.045% | |
2/3/2025 | Aspect Partners LLC | 8,421 | $1.38M | 0.8% | -1.2% | 0.248% | |
1/31/2025 | Davidson Investment Advisors | 128,047 | $21.05M | 1.0% | -0.7% | 3.766% | |
1/31/2025 | Atria Wealth Solutions Inc. | 3,306 | $543K | 0.0% | +31.8% | 0.097% | |
1/31/2025 | Systelligence LLC | 95,969 | $15.77M | 3.9% | +28.8% | 2.823% | |
1/30/2025 | Principal Securities Inc. | 3,414 | $561K | 0.0% | +4.8% | 0.100% | |
1/30/2025 | Nova R Wealth Inc. | 12,640 | $2.08M | 1.0% | -3.0% | 0.372% | |
1/29/2025 | TFB Advisors LLC | 3,049 | $501K | 0.1% | +33.0% | 0.090% | |
1/28/2025 | Hobart Private Capital LLC | 20,761 | $3.41M | 0.8% | N/A | 0.611% | |
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1/27/2025 | Caitlin John LLC | 13,790 | $2.27M | 1.5% | -5.8% | 0.406% | |
1/27/2025 | Tectonic Advisors LLC | 2,899 | $476K | 0.0% | -11.0% | 0.085% | |
1/27/2025 | Stratos Wealth Advisors LLC | 9,117 | $1.50M | 0.1% | -1.4% | 0.268% | |
1/24/2025 | Lazari Capital Management Inc. | 4,296 | $706K | 0.3% | -35.5% | 0.126% | |
1/24/2025 | Clear Creek Financial Management LLC | 15,100 | $2.48M | 0.3% | +536.9% | 0.444% | |
1/23/2025 | Strategic Blueprint LLC | 1,567 | $258K | 0.0% | +24.3% | 0.046% | |
1/22/2025 | Perigon Wealth Management LLC | 1,599 | $270K | 0.0% | +10.3% | 0.047% | |
1/22/2025 | Armbruster Capital Management Inc. | 39,740 | $6.53M | 1.3% | +0.4% | 1.169% | |
1/22/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 62,657 | $10.30M | 0.3% | -0.9% | 1.843% | |
1/21/2025 | Anderson Hoagland & Co. | 135,719 | $23.10M | 2.4% | -1.2% | 3.992% | |