5/2/2025 | Lokken Investment Group LLC | 48,959 | $4.39M | 1.9% | +3.9% | 0.052% | |
5/2/2025 | Apollon Wealth Management LLC | 23,175 | $2.08M | 0.0% | -5.7% | 0.025% | |
5/1/2025 | CWM LLC | 35,777 | $3.21M | 0.0% | -3.2% | 0.038% | |
5/1/2025 | Stephens Inc. AR | 72,331 | $6.48M | 0.1% | +0.6% | 0.077% | |
5/1/2025 | BankPlus Trust Department | 429 | $38K | 0.0% | +145.1% | 0.000% | |
5/1/2025 | Stillwater Wealth Management Group | 14,699 | $1.32M | 1.1% | +172.0% | 0.016% | |
5/1/2025 | American Financial Advisors LLC | 375,398 | $33.65M | 4.9% | -1.8% | 0.402% | |
5/1/2025 | Gateway Wealth Partners LLC | 117,185 | $10.50M | 2.4% | +22.1% | 0.126% | |
4/30/2025 | Bernardo Wealth Planning LLC | 59,009 | $5.29M | 1.2% | -1.4% | 0.063% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 1,245 | $112K | 0.0% | N/A | 0.001% | |
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4/30/2025 | Allworth Financial LP | 8,408 | $734K | 0.0% | -6.5% | 0.009% | |
4/30/2025 | tru Independence LLC | 150,353 | $13.48M | 4.2% | +8.8% | 0.161% | |
4/30/2025 | Moloney Securities Asset Management LLC | 24,238 | $2.17M | 0.3% | -5.2% | 0.026% | |
4/30/2025 | Axxcess Wealth Management LLC | 14,384 | $1.29M | 0.0% | +2.1% | 0.015% | |
4/30/2025 | Rehmann Capital Advisory Group | 15,619 | $1.40M | 0.1% | -19.1% | 0.017% | |
4/30/2025 | Trek Financial LLC | 6,895 | $618K | 0.0% | +8.2% | 0.007% | |
4/30/2025 | Stratos Wealth Advisors LLC | 8,378 | $751K | 0.0% | +12.4% | 0.009% | |
4/30/2025 | Stratos Wealth Partners LTD. | 166,466 | $14.92M | 0.2% | -51.5% | 0.178% | |
4/30/2025 | Brown Advisory Inc. | 2,666 | $239K | 0.0% | -22.1% | 0.003% | |
4/30/2025 | Synergy Investment Management LLC | 5,374 | $482K | 0.2% | -16.6% | 0.006% | |
4/30/2025 | Gilliland Jeter Wealth Management LLC | 8,513 | $763K | 0.3% | -14.7% | 0.009% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,188,030 | $106.50M | 0.0% | -9.2% | 1.273% | |
4/29/2025 | Concurrent Investment Advisors LLC | 417,074 | $37.39M | 0.9% | +12.8% | 0.447% | |
4/29/2025 | Bank of New York Mellon Corp | 21,653 | $1.94M | 0.0% | -31.6% | 0.023% | |
4/29/2025 | World Investment Advisors | 52,731 | $4.73M | 0.1% | -15.3% | 0.056% | |
4/29/2025 | Truist Financial Corp | 569,323 | $51.03M | 0.1% | -14.2% | 0.610% | |
4/29/2025 | Capital Investment Advisory Services LLC | 21,334 | $1.91M | 0.2% | -3.2% | 0.023% | |
4/29/2025 | Strategic Blueprint LLC | 38,046 | $3.41M | 0.2% | -5.7% | 0.041% | |
4/29/2025 | Huntleigh Advisors Inc. | 5,665 | $508K | 0.1% | -5.5% | 0.006% | |
4/29/2025 | OneDigital Investment Advisors LLC | 25,518 | $2.29M | 0.0% | -55.7% | 0.027% | |
4/29/2025 | Avantax Planning Partners Inc. | 12,656 | $1.13M | 0.0% | -3.5% | 0.014% | |
4/29/2025 | Silver Oak Securities Incorporated | 425,544 | $37.71M | 3.4% | -1.3% | 0.456% | |
4/29/2025 | Onyx Bridge Wealth Group LLC | 18,074 | $1.62M | 0.2% | -5.5% | 0.019% | |
4/28/2025 | D.A. Davidson & CO. | 275,723 | $24.72M | 0.2% | -21.5% | 0.295% | |
4/28/2025 | Mutual Advisors LLC | 20,541 | $1.79M | 0.1% | +2.5% | 0.022% | |
4/28/2025 | First Horizon Advisors Inc. | 109,032 | $9.77M | 0.3% | +13.8% | 0.117% | |
4/28/2025 | Revisor Wealth Management LLC | 7,040 | $631K | 0.3% | N/A | 0.008% | |
4/28/2025 | American Capital Advisory LLC | 5,575 | $500K | 0.3% | -2.8% | 0.006% | |
4/28/2025 | Arbor Capital Management Inc. ADV | 10,909 | $978K | 0.9% | +7.5% | 0.012% | |
4/28/2025 | Rossby Financial LCC | 1,029 | $89K | 0.0% | N/A | 0.001% | |
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4/28/2025 | Clear Creek Financial Management LLC | 30,640 | $2.75M | 0.3% | -14.7% | 0.033% | |
4/28/2025 | ABLE Financial Group LLC | 63,984 | $5.74M | 1.6% | -62.0% | 0.069% | |
4/25/2025 | Keystone Financial Services LLC | 13,892 | $1.25M | 1.1% | +7.4% | 0.015% | |
4/25/2025 | Koshinski Asset Management Inc. | 9,406 | $843K | 0.1% | -9.6% | 0.010% | |
4/25/2025 | WASHINGTON TRUST Co | 10,950 | $982K | 0.0% | -32.2% | 0.012% | |
4/25/2025 | Perissos Private Wealth Management LLC | 33,753 | $3.03M | 2.8% | -4.1% | 0.036% | |
4/25/2025 | Ameritas Advisory Services LLC | 61,120 | $5.38M | 0.2% | -5.8% | 0.065% | |
4/25/2025 | Albion Financial Group UT | 1,910 | $171K | 0.0% | +275.2% | 0.002% | |
4/25/2025 | Waterfront Wealth Inc. | 41,345 | $3.71M | 0.9% | +0.7% | 0.044% | |
4/25/2025 | Essex Financial Services Inc. | 36,678 | $3.29M | 0.2% | -5.6% | 0.039% | |
4/25/2025 | Sovran Advisors LLC | 20,061 | $1.74M | 0.2% | -8.5% | 0.021% | |
4/24/2025 | Cambridge Advisors Inc. | 27,900 | $2.50M | 0.5% | -0.5% | 0.030% | |
4/24/2025 | Golden State Wealth Management LLC | 117,796 | $10.56M | 1.6% | -1.6% | 0.126% | |
4/24/2025 | Sunbelt Securities Inc. | 438 | $39K | 0.0% | -48.0% | 0.000% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 26,505 | $2.38M | 0.2% | +1.7% | 0.028% | |
4/24/2025 | Transcend Capital Advisors LLC | 2,532 | $227K | 0.0% | -22.9% | 0.003% | |
4/24/2025 | Beacon Financial Advisory LLC | 15,703 | $1.41M | 0.4% | -12.3% | 0.017% | |
4/24/2025 | Kraft Davis & Associates LLC | 6,294 | $544K | 0.2% | -2.0% | 0.007% | |
4/23/2025 | SFG Wealth Management LLC. | 3,130 | $281K | 0.1% | -34.0% | 0.003% | |
4/23/2025 | Virtus Wealth Solutions LLC | 117,355 | $10.52M | 3.2% | -2.1% | 0.126% | |
4/23/2025 | Cottonwood Capital Advisors LLC | 19,774 | $1.77M | 1.3% | -4.2% | 0.021% | |
4/23/2025 | KPP Advisory Services LLC | 82,934 | $7.43M | 1.4% | +0.3% | 0.089% | |
4/23/2025 | Western Wealth Management LLC | 114,822 | $10.29M | 0.7% | -19.4% | 0.123% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 16,112 | $1.44M | 0.1% | -20.3% | 0.017% | |
4/23/2025 | Sequoia Financial Advisors LLC | 4,736 | $425K | 0.0% | +6.7% | 0.005% | |
4/23/2025 | HBK Sorce Advisory LLC | 220,563 | $19.77M | 0.6% | +5.5% | 0.236% | |
4/23/2025 | Golden State Wealth Management LLC | 235,591 | $21.12M | 1.5% | +96.9% | 0.252% | |
4/23/2025 | Spire Wealth Management | 8,428 | $756K | 0.0% | N/A | 0.009% | |
4/23/2025 | Saxony Capital Management LLC | 2,902 | $260K | 0.2% | -7.2% | 0.003% | |
4/23/2025 | Daymark Wealth Partners LLC | 30,943 | $2.77M | 0.1% | +0.6% | 0.033% | |
4/23/2025 | Balance Wealth LLC | 4,845 | $434K | 0.3% | N/A | 0.005% | |
4/23/2025 | Global Assets Advisory LLC | 48,246 | $4.14M | 0.8% | +195.8% | 0.052% | |
4/23/2025 | International Assets Investment Management LLC | 32,568 | $2.92M | 0.1% | -18.4% | 0.035% | |
4/23/2025 | Proactive Wealth Strategies LLC | 9,374 | $840K | 0.4% | -1.8% | 0.010% | |
4/23/2025 | Balboa Wealth Partners | 3,565 | $320K | 0.1% | +7.0% | 0.004% | |
4/23/2025 | Retirement Guys Formula LLC | 4,105 | $368K | 0.2% | -23.3% | 0.004% | |
4/23/2025 | IMG Wealth Management Inc. | 63,603 | $5.70M | 5.1% | +3.1% | 0.068% | |
4/23/2025 | Investment Planning Advisors Inc. | 10,790 | $967K | 0.4% | +3.6% | 0.012% | |
4/23/2025 | Moneywise Inc. | 12,180 | $1.09M | 0.6% | -7.7% | 0.013% | |
4/23/2025 | Post Resch Tallon Group Inc. | 2,514 | $224K | 0.2% | -23.0% | 0.003% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 105,008 | $9.41M | 1.9% | -30.4% | 0.112% | |
4/23/2025 | Valmark Advisers Inc. | 102,659 | $9.20M | 0.1% | -40.2% | 0.110% | |
4/23/2025 | Oppenheimer & Co. Inc. | 158,085 | $14.17M | 0.2% | +2.5% | 0.169% | |
4/22/2025 | Wetzel Investment Advisors Inc. | 40,070 | $3.59M | 1.8% | -7.5% | 0.042% | |
4/22/2025 | Brueske Advisory Services LLC | 43,090 | $3.86M | 3.7% | -0.6% | 0.045% | |
4/22/2025 | Centerpoint Advisory Group | 29,486 | $2.64M | 2.6% | -2.3% | 0.031% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 1,054,497 | $94.53M | 0.3% | -4.3% | 1.106% | |
4/22/2025 | Cherry Creek Investment Advisors Inc. | 18,056 | $1.62M | 0.8% | -3.2% | 0.019% | |
4/22/2025 | WealthCare Investment Partners LLC | 2,530 | $215K | 0.1% | -14.1% | 0.003% | |
4/22/2025 | MBE Wealth Management LLC | 2,384 | $214K | 0.1% | N/A | 0.003% | |
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4/22/2025 | Wolff Wiese Magana LLC | 7,432 | $666K | 0.5% | -1.9% | 0.008% | |
4/22/2025 | Ergawealth Advisors Inc. | 171,678 | $15.39M | 7.6% | -10.8% | 0.180% | |
4/22/2025 | LVZ Inc. | 3,083 | $276K | 0.0% | +29.4% | 0.003% | |
4/22/2025 | First PREMIER Bank | 16,327 | $1.46M | 0.4% | -2.1% | 0.017% | |
4/22/2025 | Nilsine Partners LLC | 23,716 | $2.13M | 0.2% | -79.3% | 0.025% | |
4/22/2025 | Bernardo Wealth Planning LLC | 59,009 | $5.29M | 1.3% | -1.4% | 0.062% | |
4/22/2025 | Woodmont Investment Counsel LLC | 14,027 | $1.26M | 0.1% | +21.8% | 0.015% | |
4/22/2025 | World Equity Group Inc. | 2,664 | $239K | 0.1% | -31.3% | 0.003% | |
4/22/2025 | PFG Investments LLC | 12,544 | $1.12M | 0.1% | +3.7% | 0.013% | |
4/22/2025 | Advisor Resource Council | 3,067 | $275K | 0.0% | +8.8% | 0.003% | |