8/14/2025 | BlackDiamond Wealth Management LLC | 56,939 | $1.84M | 1.1% | -1.2% | 1.093% | |
8/13/2025 | GeoWealth Management LLC | 33,197 | $1.07M | 0.0% | +8.2% | 0.637% | |
8/13/2025 | Greenwich Wealth Management LLC | 63,891 | $2.06M | 0.1% | +7.5% | 1.226% | |
8/13/2025 | Legacy Capital Wealth Partners LLC | 16,763 | $540K | 0.1% | -26.0% | 0.322% | |
8/13/2025 | Vermillion & White Wealth Management Group LLC | 222,426 | $7.16M | 4.7% | +4.6% | 4.269% | |
8/12/2025 | CreativeOne Wealth LLC | 20,510 | $661K | 0.0% | -4.0% | 0.394% | |
8/11/2025 | Outlook Wealth Advisors LLC | 6,290 | $203K | 0.1% | N/A | 0.121% | |
8/6/2025 | AE Wealth Management LLC | 38,586 | $1.24M | 0.0% | +1.7% | 0.741% | |
8/4/2025 | Atria Investments Inc | 127,903 | $4.12M | 0.0% | +0.7% | 2.455% | |
8/1/2025 | Envestnet Asset Management Inc. | 347,142 | $11.18M | 0.0% | -1.2% | 6.663% | |
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7/30/2025 | Onyx Bridge Wealth Group LLC | 12,127 | $391K | 0.1% | +35.1% | 0.232% | |
7/29/2025 | Latitude Advisors LLC | 45,694 | $1.47M | 0.7% | -7.4% | 0.874% | |
7/25/2025 | Hobbs Group Advisors LLC | 993,924 | $32.01M | 10.9% | -2.2% | 19.004% | |
7/24/2025 | Fourpath Capital Management LLC | 6,858 | $221K | 0.0% | -38.7% | 0.130% | |
7/22/2025 | Belpointe Asset Management LLC | 269,846 | $8.69M | 0.4% | -1.1% | 5.120% | |
7/18/2025 | Astor Investment Management LLC | 307,367 | $9.90M | 5.3% | -6.8% | 5.745% | |
7/17/2025 | Raleigh Capital Management Inc. | 7,311 | $236K | 0.1% | -9.4% | 0.137% | |
7/15/2025 | Oregon Pacific Wealth Management LLC | 176,404 | $5.68M | 5.4% | +7.0% | 3.291% | |
7/14/2025 | Legacy Capital Group California Inc. | 87,676 | $2.82M | 0.8% | -4.1% | 1.636% | |
7/2/2025 | Capital Market Strategies LLC | 25,259 | $814K | 0.6% | -11.2% | 0.458% | |
5/20/2025 | Belpointe Asset Management LLC | 272,852 | $7.99M | 0.4% | N/A | 4.952% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 212,635 | $6.22M | 4.5% | -51.3% | 3.859% | |
5/14/2025 | CreativeOne Wealth LLC | 21,368 | $625K | 0.0% | +47.4% | 0.388% | |
5/14/2025 | Comerica Bank | 2,963 | $87K | 0.0% | -20.7% | 0.054% | |
5/14/2025 | Compound Planning Inc. | 27,370 | $801K | 0.0% | N/A | 0.497% | |
5/14/2025 | Hobbs Group Advisors LLC | 1,016,156 | $29.74M | 11.3% | +0.1% | 18.442% | |
5/13/2025 | HighTower Advisors LLC | 23,816 | $697K | 0.0% | -3.8% | 0.432% | |
5/12/2025 | Astor Investment Management LLC | 329,939 | $9.66M | 5.1% | +21.0% | 6.010% | |
5/12/2025 | Virtu Financial LLC | 12,584 | $368K | 0.0% | N/A | 0.229% | |
5/9/2025 | Legacy Capital Group California Inc. | 91,400 | $2.68M | 0.9% | +44.0% | 1.659% | |
5/6/2025 | AE Wealth Management LLC | 37,952 | $1.11M | 0.0% | +38.1% | 0.689% | |
5/2/2025 | Legacy Capital Wealth Partners LLC | 22,664 | $663K | 0.1% | +38.4% | 0.413% | |
5/1/2025 | Quest 10 Wealth Builders Inc. | 1,170 | $34K | 0.0% | +42.2% | 0.021% | |
4/30/2025 | Axxcess Wealth Management LLC | 12,382 | $362K | 0.0% | +38.3% | 0.226% | |
4/30/2025 | Crossmark Global Holdings Inc. | 9,442 | $276K | 0.0% | N/A | 0.172% | |
4/29/2025 | Raleigh Capital Management Inc. | 8,073 | $236K | 0.1% | +40.8% | 0.147% | |
4/29/2025 | Envestnet Asset Management Inc. | 351,423 | $10.29M | 0.0% | +40.9% | 6.401% | |
4/29/2025 | Bank of New York Mellon Corp | 12,324 | $361K | 0.0% | +39.2% | 0.224% | |
4/29/2025 | Onyx Bridge Wealth Group LLC | 8,975 | $263K | 0.0% | +5.1% | 0.163% | |
4/28/2025 | Clark Asset Management LLC | 29,474 | $863K | 0.1% | N/A | 0.537% | |
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4/28/2025 | Latitude Advisors LLC | 49,324 | $1.44M | 0.8% | -1.9% | 0.898% | |
4/28/2025 | Oregon Pacific Wealth Management LLC | 164,813 | $4.82M | 4.8% | N/A | 3.002% | |
4/28/2025 | DAVENPORT & Co LLC | 13,889 | $407K | 0.0% | +43.2% | 0.253% | |
4/17/2025 | Janney Montgomery Scott LLC | 7,271 | $213K | 0.0% | N/A | 0.130% | |
4/17/2025 | Howard Bailey Securities LLC | 8,198 | $240K | 0.1% | +9.8% | 0.147% | |
4/16/2025 | Puff Wealth Management LLC | 85,326 | $2.50M | 2.3% | -4.5% | 1.529% | |
4/15/2025 | Fourpath Capital Management LLC | 11,185 | $327K | 0.1% | +38.9% | 0.200% | |
4/14/2025 | Lloyd Advisory Services LLC. | 6,862 | $201K | 0.1% | N/A | 0.123% | |
4/11/2025 | Burkett Financial Services LLC | 1,062 | $31K | 0.0% | N/A | 0.019% | |
4/9/2025 | NBC Securities Inc. | 7,452 | $218K | 0.0% | +124,100.0% | 0.135% | |
2/18/2025 | GTS Securities LLC | 79,168 | $2.41M | 0.1% | +1,082.1% | 1.684% | |
2/17/2025 | Vermillion & White Wealth Management Group LLC | 436,733 | $13.28M | 9.8% | -14.9% | 9.292% | |
2/17/2025 | 4WEALTH Advisors Inc. | 8,422 | $256K | 0.3% | N/A | 0.179% | |
2/14/2025 | Comerica Bank | 3,738 | $114K | 0.0% | N/A | 0.080% | |
2/14/2025 | GeoWealth Management LLC | 19,923 | $606K | 0.0% | -20.8% | 0.424% | |
2/13/2025 | CreativeOne Wealth LLC | 14,501 | $441K | 0.0% | -3.5% | 0.309% | |
2/13/2025 | Advisory Services Network LLC | 10,285 | $313K | 0.0% | N/A | 0.219% | |
2/13/2025 | Envestnet Asset Management Inc. | 249,434 | $7.58M | 0.0% | -0.7% | 5.307% | |
2/13/2025 | Wells Fargo & Company MN | 601,765 | $18.29M | 0.0% | -2.1% | 12.804% | |
2/12/2025 | StoneX Group Inc. | 31,596 | $961K | 0.1% | N/A | 0.672% | |
2/12/2025 | Hobbs Group Advisors LLC | 1,015,019 | $30.86M | 11.6% | -6.7% | 21.596% | |
2/7/2025 | HighTower Advisors LLC | 24,762 | $753K | 0.0% | +10.4% | 0.527% | |
2/7/2025 | Ashton Thomas Private Wealth LLC | 6,721 | $204K | 0.0% | N/A | 0.143% | |
2/6/2025 | Atria Investments Inc | 89,611 | $2.72M | 0.0% | -6.5% | 1.907% | |
2/3/2025 | Legacy Capital Group California Inc. | 63,480 | $1.93M | 0.6% | -4.2% | 1.351% | |
1/31/2025 | Kestra Investment Management LLC | 1,280 | $39K | 0.0% | N/A | 0.027% | |
1/30/2025 | Legacy Capital Wealth Partners LLC | 16,373 | $498K | 0.1% | -3.6% | 0.350% | |
1/30/2025 | Puff Wealth Management LLC | 89,325 | $2.72M | 4.5% | N/A | 1.909% | |
1/29/2025 | Howard Bailey Securities LLC | 7,469 | $227K | 0.1% | -4.5% | 0.160% | |
1/29/2025 | Latitude Advisors LLC | 50,279 | $1.53M | 0.9% | -8.1% | 1.074% | |
1/27/2025 | Onyx Bridge Wealth Group LLC | 8,540 | $260K | 0.0% | -17.1% | 0.184% | |
1/23/2025 | New Wave Wealth Advisors LLC | 2,448 | $74K | 0.0% | N/A | 0.052% | |
1/22/2025 | Astor Investment Management LLC | 272,629 | $8.29M | 4.2% | -5.2% | 5.825% | |
1/17/2025 | Global Trust Asset Management LLC | 1,551 | $47K | 0.0% | N/A | 0.032% | |
1/6/2025 | Capital Market Strategies LLC | 28,169 | $856K | 0.5% | +5.9% | 0.580% | |
11/18/2024 | Hobbs Group Advisors LLC | 1,087,786 | $33.51M | 12.0% | +7.6% | 23.444% | |
11/15/2024 | HighTower Advisors LLC | 22,429 | $690K | 0.0% | +22.5% | 0.483% | |
11/14/2024 | CreativeOne Wealth LLC | 15,027 | $463K | 0.0% | N/A | 0.324% | |
11/8/2024 | Prospera Private Wealth LLC | 8,098 | $249K | 0.0% | N/A | 0.175% | |
11/7/2024 | Peterson Financial Group Inc. | 797 | $25K | 0.1% | N/A | 0.017% | |
11/4/2024 | Axxcess Wealth Management LLC | 9,056 | $279K | 0.0% | N/A | 0.195% | |
11/4/2024 | Legacy Capital Wealth Partners LLC | 16,988 | $523K | 0.1% | N/A | 0.366% | |
11/1/2024 | Atria Investments Inc | 95,835 | $2.95M | 0.0% | N/A | 2.065% | |
10/29/2024 | Latitude Advisors LLC | 54,714 | $1.69M | 1.0% | -2.4% | 1.159% | |
10/24/2024 | Astor Investment Management LLC | 287,520 | $8.86M | 4.2% | N/A | 6.092% | |
10/23/2024 | Legacy Capital Group California Inc. | 66,285 | $2.04M | 0.7% | N/A | 1.404% | |
10/21/2024 | Raleigh Capital Management Inc. | 5,782 | $178K | 0.1% | N/A | 0.123% | |
10/21/2024 | Bluesphere Advisors LLC | 6,936 | $214K | 0.1% | N/A | 0.147% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 10,299 | $317K | 0.0% | -3.4% | 0.218% | |
10/15/2024 | NBC Securities Inc. | 2,212 | $68K | 0.0% | N/A | 0.047% | |
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10/8/2024 | Mather Group LLC. | 1,128 | $35K | 0.0% | N/A | 0.024% | |
10/3/2024 | Capital Market Strategies LLC | 26,593 | $819K | 0.5% | +56.1% | 0.578% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 2,645 | $77K | 0.0% | N/A | 0.058% | |
7/26/2024 | Latitude Advisors LLC | 56,084 | $1.63M | 1.0% | +1.4% | 1.219% | |
7/22/2024 | Hobbs Group Advisors LLC | 1,011,046 | $29.40M | 11.2% | N/A | 33.702% | |
7/1/2024 | Capital Market Strategies LLC | 17,038 | $495K | 0.3% | N/A | 0.588% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 10,731 | $299K | 0.1% | +20.8% | 0.370% | |
4/26/2024 | Latitude Advisors LLC | 55,292 | $1.61M | 1.0% | +3.4% | 1.907% | |
2/16/2024 | Hobbs Group Advisors LLC | 870,001 | $22.62M | 10.1% | N/A | 32.222% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 544,231 | $14.15M | 13.7% | N/A | 20.157% | |