5/2/2025 | Carson Advisory Inc. | 226,120 | $6.41M | 4.3% | +4.5% | 0.122% | |
5/2/2025 | Kingsview Wealth Management LLC | 19,455 | $551K | 0.0% | +22.0% | 0.011% | |
5/2/2025 | Mayflower Financial Advisors LLC | 9,715 | $275K | 0.0% | +11.5% | 0.005% | |
5/2/2025 | Cullen Frost Bankers Inc. | 51,936 | $1.47M | 0.0% | +26.9% | 0.028% | |
5/2/2025 | Landaas & Co. WI ADV | 11,906 | $337K | 0.1% | N/A | 0.006% | |
5/2/2025 | Apollon Wealth Management LLC | 74,839 | $2.12M | 0.0% | +4.9% | 0.040% | |
5/2/2025 | Sigma Planning Corp | 12,133 | $344K | 0.0% | +51.3% | 0.007% | |
5/2/2025 | Catalyst Financial Partners LLC | 24,040 | $681K | 0.1% | +11.6% | 0.013% | |
5/1/2025 | Bleakley Financial Group LLC | 445,882 | $12.63M | 0.4% | +18.1% | 0.241% | |
5/1/2025 | A&I Financial Services LLC | 69,522 | $1.97M | 1.3% | +48.1% | 0.038% | |
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5/1/2025 | Smith Thornton Advisors LLC | 125,737 | $3.56M | 2.2% | N/A | 0.068% | |
5/1/2025 | CWM LLC | 120,106 | $3.40M | 0.0% | +17.1% | 0.065% | |
5/1/2025 | Stephens Inc. AR | 538,075 | $15.24M | 0.2% | -8.8% | 0.291% | |
5/1/2025 | Financial Security Advisor Inc. | 15,263 | $432K | 0.1% | +86.1% | 0.008% | |
5/1/2025 | American Financial Advisors LLC | 7,486 | $212K | 0.0% | N/A | 0.004% | |
5/1/2025 | Gateway Wealth Partners LLC | 16,799 | $476K | 0.1% | +43.7% | 0.009% | |
4/30/2025 | Seamount Financial Group Inc. | 21,814 | $618K | 0.4% | +3.3% | 0.012% | |
4/30/2025 | Clarity Wealth Advisors LLC | 277,939 | $7.87M | 2.2% | +5.2% | 0.150% | |
4/30/2025 | Burford Brothers Inc. | 151,304 | $4.29M | 2.1% | +6.5% | 0.082% | |
4/30/2025 | Allworth Financial LP | 2,172 | $61K | 0.0% | +58.2% | 0.001% | |
4/30/2025 | Moloney Securities Asset Management LLC | 29,491 | $835K | 0.1% | +27.1% | 0.016% | |
4/30/2025 | Axxcess Wealth Management LLC | 143,997 | $4.08M | 0.1% | -41.8% | 0.078% | |
4/30/2025 | Silverlake Wealth Management LLC | 68,583 | $1.94M | 0.7% | -1.5% | 0.037% | |
4/30/2025 | Ridgeline Wealth Planning LLC | 423,957 | $12.01M | 11.8% | +2.1% | 0.229% | |
4/30/2025 | Stratos Wealth Partners LTD. | 265,920 | $7.53M | 0.1% | +2.1% | 0.144% | |
4/30/2025 | Synergy Investment Management LLC | 10,960 | $310K | 0.1% | +6.8% | 0.006% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 216,749 | $6.14M | 0.2% | +6.2% | 0.117% | |
4/29/2025 | Envestnet Asset Management Inc. | 5,709,329 | $161.75M | 0.1% | +18.4% | 3.087% | |
4/29/2025 | Concurrent Investment Advisors LLC | 43,174 | $1.22M | 0.0% | +35.3% | 0.023% | |
4/29/2025 | World Investment Advisors | 21,048 | $596K | 0.0% | +2.6% | 0.011% | |
4/29/2025 | Strategic Blueprint LLC | 248,981 | $7.05M | 0.4% | +12.0% | 0.135% | |
4/29/2025 | Royal Harbor Partners LLC | 517,374 | $14.66M | 5.7% | +86.6% | 0.280% | |
4/28/2025 | D.A. Davidson & CO. | 668,193 | $18.93M | 0.2% | +3.0% | 0.361% | |
4/28/2025 | Mutual Advisors LLC | 172,898 | $4.91M | 0.1% | +4.9% | 0.093% | |
4/28/2025 | Gutierrez Wealth Advisory LLC | 208,212 | $5.90M | 4.8% | +5.4% | 0.113% | |
4/28/2025 | Latitude Advisors LLC | 19,694 | $558K | 0.3% | +64.6% | 0.011% | |
4/28/2025 | Private Trust Co. NA | 13,650 | $387K | 0.0% | +93.9% | 0.007% | |
4/28/2025 | Reliant Wealth Planning | 637,627 | $18.06M | 8.2% | +0.6% | 0.345% | |
4/28/2025 | FSM Wealth Advisors LLC | 156,155 | $4.42M | 1.0% | +7.0% | 0.084% | |
4/28/2025 | DAVENPORT & Co LLC | 106,500 | $3.02M | 0.0% | +3.5% | 0.058% | |
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4/25/2025 | Smallwood Wealth Investment Management LLC | 111,941 | $3.17M | 2.0% | +4.1% | 0.061% | |
4/25/2025 | Koshinski Asset Management Inc. | 154,616 | $4.38M | 0.4% | +23.2% | 0.084% | |
4/25/2025 | Ameritas Advisory Services LLC | 170,507 | $4.88M | 0.2% | -3.5% | 0.092% | |
4/25/2025 | Stonebridge Financial Group LLC | 66,616 | $1.89M | 0.2% | +187.4% | 0.036% | |
4/25/2025 | Sovran Advisors LLC | 23,427 | $636K | 0.1% | N/A | 0.013% | |
4/25/2025 | Convergence Financial LLC | 30,249 | $857K | 0.2% | -3.7% | 0.016% | |
4/25/2025 | Colonial River Investments LLC | 9,510 | $269K | 0.1% | -90.3% | 0.005% | |
4/24/2025 | Beacon Financial Advisory LLC | 44,891 | $1.27M | 0.4% | +47.6% | 0.024% | |
4/23/2025 | Cvfg LLC | 84,528 | $2.40M | 2.2% | +9.7% | 0.047% | |
4/23/2025 | Pinnacle Bancorp Inc. | 4,500 | $127K | 0.0% | +12.5% | 0.002% | |
4/23/2025 | International Assets Investment Management LLC | 16,038 | $454K | 0.0% | -4.3% | 0.009% | |
4/23/2025 | BridgePort Financial Solutions LLC | 23,523 | $666K | 0.3% | +8.6% | 0.013% | |
4/23/2025 | Embree Financial Group | 12,927 | $366K | 0.1% | +6.7% | 0.007% | |
4/23/2025 | Investment Planning Advisors Inc. | 315,262 | $8.93M | 3.6% | +7.1% | 0.175% | |
4/23/2025 | Mascagni Wealth Management Inc. | 38,338 | $1.12M | 1.1% | +28.5% | 0.021% | |
4/23/2025 | Johnson Bixby & Associates LLC | 218,467 | $6.19M | 0.9% | -82.1% | 0.121% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 26,980 | $764K | 0.2% | -8.8% | 0.015% | |
4/23/2025 | Oppenheimer & Co. Inc. | 16,829 | $477K | 0.0% | -56.3% | 0.009% | |
4/23/2025 | Valmark Advisers Inc. | 507,548 | $14.38M | 0.2% | +63.6% | 0.281% | |
4/23/2025 | EQ Wealth Advisors LLC | 74,642 | $2.12M | 1.6% | +26.1% | 0.041% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 2,267,907 | $64.25M | 0.2% | +5.8% | 1.256% | |
4/22/2025 | Ergawealth Advisors Inc. | 20,229 | $573K | 0.3% | -26.3% | 0.011% | |
4/22/2025 | Woodmont Investment Counsel LLC | 34,413 | $975K | 0.1% | +20.8% | 0.019% | |
4/22/2025 | Advisor Resource Council | 133,631 | $3.79M | 0.3% | +1,378.2% | 0.074% | |
4/21/2025 | LifeGoal Wealth Advisors | 309,959 | $8.77M | 9.5% | -7.4% | 0.172% | |
4/21/2025 | LongView Wealth Management | 66,946 | $1.90M | 0.6% | +3.1% | 0.037% | |
4/21/2025 | CLG LLC | 75,987 | $2.15M | 0.7% | +1.8% | 0.042% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 7,593 | $216K | 0.0% | N/A | 0.004% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 180,992 | $5.13M | 0.0% | +6.6% | 0.100% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 17,956 | $509K | 0.0% | -6.5% | 0.010% | |
4/18/2025 | Financial Perspectives Inc | 51,364 | $1.46M | 0.5% | +19.0% | 0.028% | |
4/18/2025 | San Luis Wealth Advisors LLC | 114,879 | $3.26M | 0.7% | -23.9% | 0.064% | |
4/17/2025 | AA Financial Advisors LLC | 287,581 | $8.15M | 2.0% | +6.4% | 0.159% | |
4/17/2025 | Signature Wealth Management Group | 18,435 | $522K | 0.2% | +4.2% | 0.010% | |
4/17/2025 | Sagespring Wealth Partners LLC | 157,040 | $4.45M | 0.0% | +84.4% | 0.087% | |
4/17/2025 | Janney Montgomery Scott LLC | 926,541 | $26.25M | 0.1% | +4.2% | 0.513% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 47,955 | $1.36M | 0.0% | +25.0% | 0.027% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 2,045,305 | $57.94M | 0.1% | +9.4% | 1.133% | |
4/16/2025 | Signature Resources Capital Management LLC | 17,103 | $485K | 0.4% | +20.4% | 0.009% | |
4/16/2025 | Tudor Financial Inc. | 10,514 | $298K | 0.2% | +12.7% | 0.006% | |
4/15/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 114,964 | $3.17M | 0.7% | +1.7% | 0.064% | |
4/15/2025 | CX Institutional | 910 | $26K | 0.0% | N/A | 0.001% | |
4/15/2025 | Trueblood Wealth Management LLC | 67,733 | $1.92M | 0.9% | +37.5% | 0.038% | |
4/15/2025 | Moseley Investment Management Inc. | 67,363 | $1.91M | 0.7% | +78.6% | 0.037% | |
4/15/2025 | Financial Council LLC | 1,329,957 | $37.68M | 20.3% | +3.5% | 0.736% | |
4/15/2025 | Paragon Advisors LLC | 141,710 | $4.02M | 1.5% | +11.0% | 0.078% | |
4/14/2025 | Octavia Wealth Advisors LLC | 9,984 | $283K | 0.0% | -5.2% | 0.006% | |
4/14/2025 | Park Avenue Securities LLC | 25,362 | $719K | 0.0% | +14.5% | 0.014% | |
4/14/2025 | KMG Fiduciary Partners LLC | 25,616 | $726K | 0.1% | -6.7% | 0.014% | |
4/14/2025 | NavPoint Financial Inc. | 260,320 | $7.38M | 5.2% | +4.2% | 0.144% | |
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4/14/2025 | Patriot Financial Group Insurance Agency LLC | 24,151 | $684K | 0.1% | +13.5% | 0.013% | |
4/11/2025 | McNamara Financial Services Inc. | 21,253 | $602K | 0.1% | N/A | 0.012% | |
4/11/2025 | Procyon Advisors LLC | 31,341 | $888K | 0.1% | +2.1% | 0.017% | |
4/11/2025 | Adamsbrown Wealth Consultants LLC | 8,228 | $233K | 0.1% | -25.7% | 0.005% | |
4/11/2025 | Northwest Financial Advisors | 50,645 | $1.44M | 1.2% | +8.2% | 0.028% | |
4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 2,901 | $82K | 0.0% | +51.0% | 0.002% | |
4/10/2025 | KWB Wealth | 121,540 | $3.55M | 0.4% | +274.2% | 0.067% | |
4/9/2025 | RFG Advisory LLC | 8,856 | $251K | 0.0% | +6.8% | 0.005% | |
4/9/2025 | HBW Advisory Services LLC | 106,525 | $3.02M | 0.4% | +5.4% | 0.059% | |
4/9/2025 | ST Germain D J Co. Inc. | 900,868 | $25.52M | 1.2% | +1.4% | 0.499% | |