5/2/2025 | Kingsview Wealth Management LLC | 5,827 | $298K | 0.0% | -13.1% | 0.023% | |
5/2/2025 | Larson Financial Group LLC | 176,452 | $9.02M | 0.4% | +3.3% | 0.684% | |
5/2/2025 | Dakota Wealth Management | 6,360 | $325K | 0.0% | -51.2% | 0.025% | |
5/2/2025 | Sigma Planning Corp | 33,998 | $1.74M | 0.1% | +4.0% | 0.132% | |
5/1/2025 | Walker Financial Services Inc. | 38,851 | $1.99M | 1.0% | +7.1% | 0.151% | |
5/1/2025 | Grant GrossMendelsohn LLC | 58,233 | $2.96M | 1.6% | N/A | 0.226% | |
5/1/2025 | Fifth Third Securities Inc. | 4,789 | $245K | 0.0% | -59.3% | 0.019% | |
4/30/2025 | Allworth Financial LP | 2,819 | $144K | 0.0% | +10.3% | 0.011% | |
4/29/2025 | Envestnet Asset Management Inc. | 177,159 | $9.06M | 0.0% | +54.4% | 0.687% | |
4/29/2025 | Bank of New York Mellon Corp | 10,719 | $548K | 0.0% | N/A | 0.042% | |
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4/29/2025 | World Investment Advisors | 10,773 | $551K | 0.0% | +15.1% | 0.042% | |
4/23/2025 | Systelligence LLC | 114,210 | $5.84M | 1.4% | -22.1% | 0.443% | |
4/22/2025 | Yoder Wealth Management Inc. | 32,965 | $1.69M | 0.9% | +7.1% | 0.128% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 99,180 | $5.07M | 0.0% | +12.7% | 0.384% | |
4/22/2025 | Castleview Partners LLC | 8,637 | $442K | 0.3% | +528.6% | 0.033% | |
4/21/2025 | Curran Financial Partners LLC | 13,111 | $670K | 0.2% | -4.4% | 0.051% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 7,701 | $394K | 0.0% | -26.7% | 0.030% | |
4/21/2025 | Roman Butler Fullerton & Co. | 8,820 | $450K | 0.2% | +4.7% | 0.034% | |
4/18/2025 | Financial Perspectives Inc | 114,419 | $5.89M | 2.0% | +3.2% | 0.457% | |
4/18/2025 | GSB Wealth Management LLC | 7,542 | $386K | 0.1% | +3.7% | 0.030% | |
4/18/2025 | Demars Financial Group LLC | 4,404,346 | $225.19M | 0.7% | +8.6% | 17.582% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 4,533 | $232K | 0.0% | -7.9% | 0.018% | |
4/17/2025 | Lynch & Associates IN | 27,842 | $1.42M | 0.3% | +4.6% | 0.111% | |
4/17/2025 | Janney Montgomery Scott LLC | 4,836 | $247K | 0.0% | N/A | 0.019% | |
4/17/2025 | Pacific Sun Financial Corp | 10,988 | $562K | 0.3% | -4.4% | 0.044% | |
4/15/2025 | CX Institutional | 1,981 | $101K | 0.0% | N/A | 0.008% | |
4/14/2025 | Park Avenue Securities LLC | 6,672 | $341K | 0.0% | N/A | 0.027% | |
4/10/2025 | Retirement Planning Group LLC | 5,660 | $289K | 0.0% | N/A | 0.023% | |
4/9/2025 | Buska Wealth Management LLC | 26,516 | $1.36M | 0.4% | -3.4% | 0.106% | |
4/9/2025 | Sweeney & Michel LLC | 17,922 | $859K | 0.3% | N/A | 0.072% | |
4/9/2025 | NBC Securities Inc. | 8,071 | $412K | 0.0% | +100,787.5% | 0.032% | |
4/9/2025 | American National Bank & Trust | 16,262 | $831K | 0.1% | +27.0% | 0.065% | |
4/8/2025 | Pacifica Partners Inc. | 671 | $35K | 0.0% | N/A | 0.003% | |
4/8/2025 | Avondale Wealth Management | 133,169 | $6.81M | 4.3% | +27.1% | 0.532% | |
4/8/2025 | Atlas Brown Inc. | 27,140 | $1.39M | 0.5% | -1.0% | 0.108% | |
4/2/2025 | Marotta Asset Management | 90,395 | $4.62M | 1.0% | -3.5% | 0.361% | |
3/4/2025 | Buska Wealth Management LLC | 27,456 | $1.36M | 0.4% | -17.8% | 0.111% | |
2/25/2025 | Heck Capital Advisors LLC | 27,645 | $1.37M | 0.1% | N/A | 0.112% | |
2/18/2025 | Stonebridge Financial Planning Group LLC | 9,108 | $450K | 0.2% | -24.0% | 0.039% | |
2/17/2025 | WBI Investments LLC | 20,845 | $1.03M | 0.3% | -4.1% | 0.090% | |
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2/17/2025 | Snowden Capital Advisors LLC | 28,714 | $1.42M | 0.0% | -1.0% | 0.124% | |
2/17/2025 | Full Sail Capital LLC | 98,719 | $4.88M | 0.3% | -1.2% | 0.426% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 7,326 | $362K | 0.0% | N/A | 0.032% | |
2/17/2025 | Cetera Investment Advisers | 29,081 | $1.44M | 0.0% | +1.2% | 0.125% | |
2/17/2025 | Bank of America Corp DE | 42,806 | $2.12M | 0.0% | +0.7% | 0.185% | |
2/17/2025 | Ameriprise Financial Inc. | 39,753 | $1.97M | 0.0% | -16.2% | 0.171% | |
2/14/2025 | Jane Street Group LLC | 32,409 | $1.60M | 0.0% | N/A | 0.140% | |
2/14/2025 | Lido Advisors LLC | 1,153,894 | $57.04M | 0.3% | +3.8% | 4.974% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 98,114 | $4.85M | 0.0% | -45.7% | 0.423% | |
2/14/2025 | Susquehanna International Group LLP | 97,267 | $4.81M | 0.0% | +9.9% | 0.419% | |
2/14/2025 | Stifel Financial Corp | 52,006 | $2.57M | 0.0% | -6.4% | 0.224% | |
2/14/2025 | GeoWealth Management LLC | 8,763 | $433K | 0.0% | +16.5% | 0.038% | |
2/13/2025 | Demars Financial Group LLC | 4,055,053 | $200.44M | 0.6% | +96,425.9% | 17.479% | |
2/13/2025 | NewEdge Advisors LLC | 91,834 | $4.54M | 0.0% | -4.8% | 0.396% | |
2/13/2025 | Mariner LLC | 10,036 | $496K | 0.0% | -14.2% | 0.043% | |
2/13/2025 | Rockefeller Capital Management L.P. | 29,306 | $1.45M | 0.0% | -9.8% | 0.126% | |
2/13/2025 | KDK Private Wealth Management LLC | 24,439 | $1.21M | 1.3% | N/A | 0.105% | |
2/13/2025 | Raymond James Financial Inc. | 6,812 | $337K | 0.0% | N/A | 0.029% | |
2/13/2025 | Advisory Services Network LLC | 7,809 | $386K | 0.0% | -10.7% | 0.034% | |
2/13/2025 | Envestnet Asset Management Inc. | 114,704 | $5.67M | 0.0% | -56.7% | 0.494% | |
2/13/2025 | Wells Fargo & Company MN | 35,872 | $1.77M | 0.0% | +26.7% | 0.155% | |
2/12/2025 | Atlas Capital Advisors Inc. | 143,772 | $7.11M | 0.9% | -10.9% | 0.620% | |
2/12/2025 | AssuredPartners Investment Advisors LLC | 4,185 | $207K | 0.0% | N/A | 0.018% | |
2/12/2025 | JPMorgan Chase & Co. | 47,764 | $2.36M | 0.0% | -2.5% | 0.206% | |
2/12/2025 | UNIVEST FINANCIAL Corp | 64,674 | $3.20M | 0.2% | N/A | 0.279% | |
2/11/2025 | LPL Financial LLC | 384,690 | $19.02M | 0.0% | +54.2% | 1.658% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 4,905 | $242K | 0.0% | +5.6% | 0.021% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 10,512 | $520K | 0.0% | -3.8% | 0.045% | |
2/10/2025 | Commonwealth Equity Services LLC | 410,091 | $20.27M | 0.0% | +1.9% | 1.768% | |
2/7/2025 | HighTower Advisors LLC | 14,882 | $736K | 0.0% | +10.1% | 0.064% | |
2/7/2025 | AGF Management Ltd. | 430,580 | $21.28M | 0.1% | -1.0% | 1.856% | |
2/7/2025 | Independent Advisor Alliance | 19,547 | $966K | 0.0% | +149.9% | 0.084% | |
2/7/2025 | Lifeworks Advisors LLC | 35,640 | $1.76M | 0.3% | +17.6% | 0.154% | |
2/7/2025 | Larson Financial Group LLC | 170,748 | $8.44M | 0.4% | +7.3% | 0.736% | |
2/7/2025 | PNC Financial Services Group Inc. | 10,404 | $514K | 0.0% | +580.4% | 0.045% | |
2/6/2025 | Raymond James Financial Inc. | 6,812 | $337K | 0.0% | N/A | 0.029% | |
2/6/2025 | Assetmark Inc. | 16,874 | $834K | 0.0% | +4,423.9% | 0.073% | |
2/6/2025 | Keybank National Association OH | 6,826 | $337K | 0.0% | -12.7% | 0.029% | |
2/6/2025 | Charles Schwab Investment Management Inc. | 2,253,707 | $111.40M | 0.0% | +1.0% | 9.714% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 14,515 | $717K | 0.0% | -2.8% | 0.063% | |
2/6/2025 | Meridian Wealth Management LLC | 13,211 | $653K | 0.0% | -16.9% | 0.057% | |
2/6/2025 | Jones Financial Companies Lllp | 5,797 | $287K | 0.0% | +97.4% | 0.025% | |
2/5/2025 | SRS Capital Advisors Inc. | 33,894 | $1.68M | 0.1% | N/A | 0.146% | |
2/5/2025 | Cape Investment Advisory Inc. | 1,006 | $50K | 0.0% | +1,696.4% | 0.004% | |
2/5/2025 | Fisher Asset Management LLC | 11,697 | $578K | 0.0% | +17.1% | 0.050% | |
2/4/2025 | Exchange Capital Management Inc. | 21,376 | $1.06M | 0.2% | -1.0% | 0.092% | |
2/4/2025 | Partners Wealth Management LLC | 15,835 | $783K | 0.9% | N/A | 0.068% | |
2/3/2025 | Sigma Planning Corp | 32,702 | $1.62M | 0.1% | -8.0% | 0.141% | |
2/3/2025 | Bray Capital Advisors | 580 | $29K | 0.0% | -94.1% | 0.003% | |
2/3/2025 | Pacific Sun Financial Corp | 11,488 | $568K | 0.3% | -12.4% | 0.050% | |
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2/3/2025 | Private Advisor Group LLC | 17,474 | $864K | 0.0% | -4.5% | 0.075% | |
2/3/2025 | Financial Perspectives Inc | 110,875 | $5.48M | 1.8% | +2.3% | 0.478% | |
1/31/2025 | Global Retirement Partners LLC | 3,641 | $180K | 0.0% | +151.5% | 0.016% | |
1/31/2025 | Atria Wealth Solutions Inc. | 36,495 | $1.80M | 0.0% | -82.8% | 0.157% | |
1/31/2025 | Systelligence LLC | 146,556 | $7.24M | 1.8% | -44.0% | 0.632% | |
1/31/2025 | J.W. Cole Advisors Inc. | 64,792 | $3.20M | 0.1% | +2.0% | 0.279% | |
1/30/2025 | Allworth Financial LP | 2,556 | $125K | 0.0% | +264.1% | 0.011% | |
1/30/2025 | Strategic Financial Concepts LLC | 117,071 | $5.79M | 0.2% | N/A | 0.505% | |
1/30/2025 | Principal Securities Inc. | 42,466 | $2.10M | 0.0% | +3.9% | 0.183% | |
1/30/2025 | Roxbury Financial LLC | 56,657 | $2.96M | 2.9% | N/A | 0.244% | |