5/1/2025 | Gateway Wealth Partners LLC | 11,135 | $1.35M | 0.3% | -1.4% | 0.077% | |
4/30/2025 | POM Investment Strategies LLC | 37,533 | $4.54M | 5.3% | -10.2% | 0.261% | |
4/30/2025 | Pineridge Advisors LLC | 265 | $32K | 0.0% | N/A | 0.002% | |
4/30/2025 | Valeo Financial Advisors LLC | 1,924 | $233K | 0.0% | -15.2% | 0.013% | |
4/30/2025 | Stratos Wealth Partners LTD. | 10,881 | $1.32M | 0.0% | +7.0% | 0.076% | |
4/30/2025 | NTV Asset Management LLC | 43,712 | $5.29M | 0.7% | -1.4% | 0.304% | |
4/30/2025 | Garrett Wealth Advisory Group LLC | 4,429 | $536K | 0.1% | -9.2% | 0.031% | |
4/29/2025 | Envestnet Asset Management Inc. | 151,124 | $18.28M | 0.0% | -24.8% | 1.049% | |
4/29/2025 | Burke & Herbert Bank & Trust Co. | 13,248 | $1.60M | 0.4% | -3.7% | 0.092% | |
4/29/2025 | Strategic Blueprint LLC | 96,977 | $11.73M | 0.6% | +6.6% | 0.673% | |
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4/29/2025 | OneDigital Investment Advisors LLC | 3,978 | $481K | 0.0% | -2.7% | 0.028% | |
4/28/2025 | D.A. Davidson & CO. | 10,371 | $1.25M | 0.0% | -39.4% | 0.072% | |
4/28/2025 | Private Trust Co. NA | 1,557 | $188K | 0.0% | -10.8% | 0.011% | |
4/28/2025 | DAVENPORT & Co LLC | 26,312 | $3.18M | 0.0% | -11.4% | 0.182% | |
4/28/2025 | Clear Creek Financial Management LLC | 21,544 | $2.61M | 0.3% | -1.2% | 0.149% | |
4/25/2025 | WealthBridge Capital Management LLC | 15,555 | $1.88M | 0.5% | +58.7% | 0.108% | |
4/24/2025 | Kraft Davis & Associates LLC | 17,061 | $1.95M | 0.6% | -1.8% | 0.118% | |
4/23/2025 | Virtus Wealth Solutions LLC | 84,979 | $10.28M | 3.1% | -5.4% | 0.584% | |
4/23/2025 | International Assets Investment Management LLC | 10,552 | $1.28M | 0.0% | +7.8% | 0.073% | |
4/23/2025 | AIFG Consultants Ltd. | 8,370 | $1.01M | 1.7% | -8.8% | 0.058% | |
4/23/2025 | Oppenheimer & Co. Inc. | 12,176 | $1.47M | 0.0% | N/A | 0.084% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 72,710 | $8.79M | 0.0% | +8.6% | 0.500% | |
4/22/2025 | Crumly & Associates Inc. | 38,790 | $4.69M | 1.3% | -10.9% | 0.267% | |
4/22/2025 | Advisor Resource Council | 4,009 | $485K | 0.0% | N/A | 0.028% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 2,109 | $255K | 0.0% | -6.2% | 0.014% | |
4/21/2025 | Luken Investment Analytics LLC | 12,312 | $1.49M | 0.7% | -19.7% | 0.085% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 2,917 | $355K | 0.0% | N/A | 0.020% | |
4/18/2025 | JP Wealth Management Inc. | 127,134 | $15.37M | 5.0% | +5.5% | 0.874% | |
4/18/2025 | Cornerstone Wealth Management LLC | 1,881 | $228K | 0.0% | N/A | 0.013% | |
4/17/2025 | Sagespring Wealth Partners LLC | 4,009 | $485K | 0.0% | -36.7% | 0.027% | |
4/17/2025 | Sowell Financial Services LLC | 19,075 | $2.31M | 0.1% | -1.0% | 0.130% | |
4/17/2025 | Janney Montgomery Scott LLC | 15,121 | $1.83M | 0.0% | +64.6% | 0.103% | |
4/17/2025 | Columbus Macro LLC | 12,760 | $1.54M | 0.2% | N/A | 0.087% | |
4/17/2025 | Cyndeo Wealth Partners LLC | 2,199 | $266K | 0.0% | -4.8% | 0.015% | |
4/17/2025 | Good Life Advisors LLC | 125,383 | $15.16M | 1.1% | -0.1% | 0.853% | |
4/17/2025 | Atlas Private Wealth Advisors | 151,330 | $18.30M | 2.6% | -19.5% | 1.029% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 10,320 | $1.25M | 0.0% | +4.5% | 0.070% | |
4/15/2025 | Davis Investment Partners LLC | 46,467 | $5.40M | 2.3% | -0.2% | 0.316% | |
4/15/2025 | CX Institutional | 79,859 | $9.66M | 0.4% | +41.4% | 0.541% | |
4/14/2025 | Park Avenue Securities LLC | 2,350 | $284K | 0.0% | +7.2% | 0.016% | |
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4/11/2025 | Generali Investments Management Co LLC | 19,527 | $2.36M | 0.7% | +100.1% | 0.133% | |
4/10/2025 | Secure Asset Management LLC | 13,665 | $1.65M | 0.3% | +0.8% | 0.093% | |
4/10/2025 | Whipplewood Advisors LLC | 2,849 | $345K | 0.1% | +328.4% | 0.019% | |
4/9/2025 | Merit Financial Group LLC | 4,863 | $588K | 0.0% | -9.9% | 0.033% | |
4/9/2025 | NBC Securities Inc. | 793 | $95K | 0.0% | N/A | 0.005% | |
4/2/2025 | Park National Corp OH | 7,671 | $928K | 0.0% | +95.6% | 0.052% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 9,873 | $1.23M | 0.0% | +5.3% | 0.067% | |
3/12/2025 | Centaurus Financial Inc. | 5,681 | $710K | 0.0% | +1.6% | 0.039% | |
3/5/2025 | Castle Rock Wealth Management LLC | 6,364 | $858K | 0.2% | -1.5% | 0.043% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 21,636 | $2.70M | 0.1% | +4.8% | 0.147% | |
2/18/2025 | Sunbelt Securities Inc. | 2,729 | $342K | 0.0% | -11.8% | 0.019% | |
2/18/2025 | GTS Securities LLC | 72,445 | $9.04M | 0.4% | +56.6% | 0.493% | |
2/18/2025 | Novem Group | 5,560 | $695K | 0.1% | N/A | 0.038% | |
2/17/2025 | Snowden Capital Advisors LLC | 3,848 | $481K | 0.0% | +11.6% | 0.026% | |
2/17/2025 | Royal Bank of Canada | 285,192 | $35.64M | 0.0% | +22.9% | 1.940% | |
2/17/2025 | Guardian Wealth Advisors LLC NC | 22,508 | $2.81M | 0.2% | +3.1% | 0.153% | |
2/17/2025 | EPG Wealth Management LLC | 1,802 | $225K | 0.1% | N/A | 0.012% | |
2/17/2025 | Cetera Investment Advisers | 102,425 | $12.80M | 0.0% | +6.2% | 0.697% | |
2/17/2025 | Citadel Advisors LLC | 2,098 | $262K | 0.0% | -78.6% | 0.014% | |
2/17/2025 | Baird Financial Group Inc. | 56,355 | $7.04M | 0.0% | +0.9% | 0.383% | |
2/17/2025 | Baker Avenue Asset Management LP | 19,266 | $2.41M | 0.1% | +1.3% | 0.131% | |
2/17/2025 | Beck Bode LLC | 6,977 | $872K | 0.2% | -33.6% | 0.047% | |
2/17/2025 | Bank of America Corp DE | 322,629 | $40.32M | 0.0% | -3.3% | 2.195% | |
2/17/2025 | Benjamin Edwards Inc. | 12,867 | $1.61M | 0.0% | -0.6% | 0.088% | |
2/14/2025 | Jane Street Group LLC | 8,701 | $1.09M | 0.0% | -55.6% | 0.059% | |
2/14/2025 | Beacon Pointe Advisors LLC | 7,094 | $887K | 0.0% | +2.9% | 0.048% | |
2/14/2025 | MGO One Seven LLC | 2,051 | $256K | 0.0% | N/A | 0.014% | |
2/14/2025 | Susquehanna International Group LLP | 37,831 | $4.73M | 0.0% | -60.9% | 0.257% | |
2/14/2025 | IHT Wealth Management LLC | 5,067 | $633K | 0.0% | N/A | 0.034% | |
2/14/2025 | Stifel Financial Corp | 141,390 | $17.67M | 0.0% | +5.6% | 0.962% | |
2/14/2025 | Tower Research Capital LLC TRC | 6,030 | $754K | 0.0% | -61.8% | 0.041% | |
2/14/2025 | IronBridge Private Wealth LLC | 15,293 | $1.91M | 0.7% | -6.0% | 0.104% | |
2/14/2025 | MML Investors Services LLC | 68,062 | $8.51M | 0.0% | +5.5% | 0.463% | |
2/14/2025 | Mach 1 Financial Group LLC | 1,956 | $244K | 0.4% | -89.4% | 0.013% | |
2/13/2025 | Gratus Wealth Advisors LLC | 193,504 | $24.18M | 3.9% | +0.7% | 1.316% | |
2/13/2025 | NewEdge Advisors LLC | 22,335 | $2.79M | 0.0% | -4.3% | 0.152% | |
2/13/2025 | Stenger Family Office LLC | 40,166 | $5.02M | 1.7% | N/A | 0.273% | |
2/13/2025 | Mariner LLC | 10,316 | $1.29M | 0.0% | -11.3% | 0.070% | |
2/13/2025 | Barclays PLC | 400 | $50K | 0.0% | N/A | 0.003% | |
2/13/2025 | Virtus Wealth Solutions LLC | 89,812 | $11.22M | 2.6% | N/A | 0.611% | |
2/13/2025 | Sagespring Wealth Partners LLC | 6,332 | $791K | 0.0% | N/A | 0.043% | |
2/13/2025 | Crux Wealth Advisors | 5,090 | $636K | 0.4% | N/A | 0.035% | |
2/13/2025 | Rockefeller Capital Management L.P. | 51,556 | $6.44M | 0.0% | -4.2% | 0.351% | |
2/13/2025 | Elios Financial Group Inc. | 46,059 | $5.76M | 2.7% | +0.5% | 0.313% | |
2/13/2025 | Scotia Capital Inc. | 10,939 | $1.37M | 0.0% | +4.6% | 0.074% | |
2/13/2025 | Kraft Davis & Associates LLC | 17,372 | $2.30M | 0.7% | +5.4% | 0.118% | |
2/13/2025 | Advisory Services Network LLC | 3,709 | $464K | 0.0% | -8.1% | 0.025% | |
2/13/2025 | Renaissance Technologies LLC | 11,300 | $1.41M | 0.0% | -2.6% | 0.077% | |
2/13/2025 | Shakespeare Wealth Management LLC | 34,840 | $4.35M | 1.2% | -4.2% | 0.237% | |
2/13/2025 | Envestnet Asset Management Inc. | 201,027 | $25.12M | 0.0% | -1.9% | 1.368% | |
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2/13/2025 | Wells Fargo & Company MN | 1,121,344 | $140.12M | 0.0% | -0.6% | 7.628% | |
2/12/2025 | World Investment Advisors | 4,507 | $563K | 0.0% | +15.6% | 0.031% | |
2/12/2025 | CIBC Private Wealth Group LLC | 571 | $72K | 0.0% | N/A | 0.004% | |
2/12/2025 | BlueChip Wealth Advisors LLC | 5,695 | $712K | 0.4% | -30.6% | 0.039% | |
2/12/2025 | Level Four Advisory Services LLC | 1,734 | $217K | 0.0% | -48.6% | 0.012% | |
2/12/2025 | JPMorgan Chase & Co. | 101,122 | $12.64M | 0.0% | +1.7% | 0.688% | |
2/12/2025 | Tyler Stone Wealth Management | 8,542 | $1.07M | 0.2% | -4.8% | 0.058% | |
2/12/2025 | Potentia Wealth | 4,554 | $569K | 0.3% | N/A | 0.031% | |
2/11/2025 | Sequent Planning LLC | 2,992 | $374K | 0.1% | -3.1% | 0.020% | |
2/11/2025 | LPL Financial LLC | 856,301 | $107.00M | 0.0% | +12.2% | 5.825% | |