5/6/2025 | PFG Advisors | 14,854 | $952K | 0.1% | -3.6% | 0.049% | |
5/5/2025 | IFP Advisors Inc | 23,997 | $1.54M | 0.0% | -0.9% | 0.079% | |
5/5/2025 | Kestra Private Wealth Services LLC | 27,346 | $1.75M | 0.0% | +13.2% | 0.090% | |
5/5/2025 | Private Advisor Group LLC | 151,211 | $9.69M | 0.1% | -47.0% | 0.500% | |
5/2/2025 | Acas LLC | 50,792 | $3.24M | 2.5% | -3.3% | 0.168% | |
5/2/2025 | Kingsview Wealth Management LLC | 50,301 | $3.22M | 0.1% | +9.0% | 0.166% | |
5/2/2025 | Montis Financial LLC | 20,719 | $1.33M | 0.4% | -1.6% | 0.068% | |
5/2/2025 | Frederick Financial Consultants LLC | 23,004 | $1.47M | 1.1% | N/A | 0.076% | |
5/2/2025 | Legacy Capital Wealth Partners LLC | 14,820 | $950K | 0.2% | +4.3% | 0.049% | |
5/2/2025 | Parcion Private Wealth LLC | 14,633 | $938K | 0.1% | +14.4% | 0.048% | |
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5/2/2025 | Lord & Richards Wealth Management LLC | 484 | $31K | 0.0% | N/A | 0.002% | |
5/2/2025 | Apollon Wealth Management LLC | 28,531 | $1.83M | 0.0% | -0.6% | 0.094% | |
5/2/2025 | Sigma Planning Corp | 63,659 | $4.08M | 0.1% | -1.6% | 0.210% | |
5/1/2025 | Reyes Financial Architecture Inc. | 6,120 | $392K | 0.3% | +15.5% | 0.020% | |
5/1/2025 | CWM LLC | 190,920 | $12.23M | 0.0% | +5.1% | 0.631% | |
5/1/2025 | Grant GrossMendelsohn LLC | 4,936 | $312K | 0.2% | -29.1% | 0.016% | |
5/1/2025 | Gateway Wealth Partners LLC | 33,494 | $2.15M | 0.5% | +230.4% | 0.111% | |
5/1/2025 | Stegent Equity Advisors Inc. | 62,420 | $4M | 4.1% | -6.8% | 0.206% | |
4/30/2025 | Cerity Partners LLC | 35,079 | $2.25M | 0.0% | +198.6% | 0.116% | |
4/30/2025 | Allworth Financial LP | 2,489 | $157K | 0.0% | -10.8% | 0.008% | |
4/30/2025 | Moloney Securities Asset Management LLC | 11,163 | $715K | 0.1% | +7.6% | 0.037% | |
4/30/2025 | Twelve Points Wealth Management LLC | 11,252 | $721K | 0.2% | +22.3% | 0.037% | |
4/30/2025 | Cornerstone Planning Group LLC | 199,717 | $12.47M | 3.0% | +5.8% | 0.660% | |
4/30/2025 | Stratos Wealth Partners LTD. | 76,461 | $4.90M | 0.1% | +6.9% | 0.253% | |
4/30/2025 | Stratos Wealth Advisors LLC | 26,034 | $1.67M | 0.1% | +1.1% | 0.086% | |
4/30/2025 | NTV Asset Management LLC | 5,808 | $372K | 0.0% | N/A | 0.019% | |
4/30/2025 | Crossmark Global Holdings Inc. | 7,654 | $489K | 0.0% | N/A | 0.025% | |
4/29/2025 | Fairway Wealth LLC | 28,495 | $1.83M | 0.6% | +23.4% | 0.094% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 21,563 | $1.38M | 0.0% | +4.1% | 0.071% | |
4/29/2025 | Envestnet Asset Management Inc. | 534,076 | $34.22M | 0.0% | +4.8% | 1.766% | |
4/29/2025 | Concurrent Investment Advisors LLC | 20,060 | $1.29M | 0.0% | -6.0% | 0.066% | |
4/29/2025 | Bank of New York Mellon Corp | 22,320 | $1.43M | 0.0% | -3.6% | 0.074% | |
4/29/2025 | World Investment Advisors | 37,084 | $2.38M | 0.1% | +47.9% | 0.123% | |
4/29/2025 | SMART Wealth LLC | 18,909 | $1.21M | 0.4% | +1.5% | 0.063% | |
4/29/2025 | OneDigital Investment Advisors LLC | 14,761 | $946K | 0.0% | +19.6% | 0.049% | |
4/29/2025 | Silver Oak Securities Incorporated | 18,383 | $1.17M | 0.1% | +7.3% | 0.061% | |
4/28/2025 | Strategic Financial Concepts LLC | 4,006 | $257K | 0.0% | +6.2% | 0.013% | |
4/28/2025 | Private Trust Co. NA | 3,250 | $208K | 0.0% | +13.9% | 0.011% | |
4/28/2025 | Meadow Creek Wealth Advisors LLC | 12,532 | $803K | 0.6% | +7.5% | 0.041% | |
4/28/2025 | Oregon Pacific Wealth Management LLC | 32,973 | $2.11M | 2.1% | +18.7% | 0.109% | |
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4/28/2025 | LFA Lugano Financial Advisors SA | 57,787 | $3.70M | 2.5% | -7.3% | 0.191% | |
4/28/2025 | Rossby Financial LCC | 468 | $30K | 0.0% | N/A | 0.002% | |
4/25/2025 | Koshinski Asset Management Inc. | 57,192 | $3.67M | 0.3% | +25.7% | 0.190% | |
4/25/2025 | Ameritas Advisory Services LLC | 21,904 | $1.41M | 0.1% | +23.9% | 0.073% | |
4/24/2025 | Golden State Wealth Management LLC | 71,432 | $4.58M | 0.7% | +4.0% | 0.237% | |
4/24/2025 | Philip James Wealth Mangement LLC | 122,645 | $7.86M | 1.0% | +1.4% | 0.407% | |
4/23/2025 | Western Wealth Management LLC | 7,465 | $478K | 0.0% | +23.4% | 0.025% | |
4/23/2025 | Live Oak Investment Partners | 75,511 | $4.84M | 3.8% | -1.0% | 0.250% | |
4/23/2025 | Golden State Wealth Management LLC | 139,635 | $8.95M | 0.7% | +103.4% | 0.463% | |
4/23/2025 | Golden State Equity Partners | 18,057 | $1.16M | 0.2% | -8.9% | 0.060% | |
4/23/2025 | Financial Enhancement Group LLC | 236,771 | $14.71M | 2.3% | +58.5% | 0.785% | |
4/23/2025 | International Assets Investment Management LLC | 5,381 | $345K | 0.0% | -4.6% | 0.018% | |
4/23/2025 | Proactive Wealth Strategies LLC | 84,591 | $5.42M | 2.9% | +9.2% | 0.281% | |
4/23/2025 | Balboa Wealth Partners | 3,438 | $220K | 0.1% | -54.9% | 0.011% | |
4/23/2025 | IMG Wealth Management Inc. | 65,557 | $4.20M | 3.8% | +11.0% | 0.217% | |
4/23/2025 | Oppenheimer & Co. Inc. | 46,913 | $3.01M | 0.0% | +50.9% | 0.156% | |
4/22/2025 | Flagship Harbor Advisors LLC | 107,150 | $6.87M | 0.4% | +14.3% | 0.355% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 218,757 | $14.02M | 0.0% | +15.8% | 0.726% | |
4/22/2025 | World Equity Group Inc. | 237,346 | $15.21M | 4.3% | +9.6% | 0.787% | |
4/21/2025 | Provident Wealth Management LLC | 9,934 | $637K | 0.2% | -20.4% | 0.033% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 55,658 | $3.57M | 0.0% | +77.4% | 0.185% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 62,829 | $4.03M | 0.2% | +35.0% | 0.208% | |
4/18/2025 | Cornerstone Wealth Management LLC | 10,379 | $665K | 0.0% | N/A | 0.034% | |
4/18/2025 | Optivise Advisory Services LLC | 4,123 | $264K | 0.1% | -77.1% | 0.014% | |
4/18/2025 | CENTRAL TRUST Co | 370,144 | $23.72M | 0.6% | +0.2% | 1.228% | |
4/17/2025 | Sowell Financial Services LLC | 81,795 | $5.24M | 0.2% | +26.4% | 0.271% | |
4/17/2025 | Janney Montgomery Scott LLC | 69,810 | $4.47M | 0.0% | -21.0% | 0.232% | |
4/17/2025 | RiverTree Advisors LLC | 19,449 | $1.25M | 0.8% | -4.1% | 0.065% | |
4/17/2025 | Cyndeo Wealth Partners LLC | 12,668 | $812K | 0.1% | +6.0% | 0.042% | |
4/17/2025 | Morey & Quinn Wealth Partners LLC | 4,769 | $306K | 0.3% | +6.0% | 0.016% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 24,752 | $1.59M | 0.1% | +71.8% | 0.082% | |
4/16/2025 | Avaii Wealth Management LLC | 12,829 | $822K | 0.4% | N/A | 0.043% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 67,930 | $4.35M | 0.0% | +10.0% | 0.225% | |
4/16/2025 | Matauro LLC | 4,584 | $294K | 0.1% | +4.8% | 0.015% | |
4/16/2025 | Elevation Point Wealth Partners LLC | 7,527 | $482K | 0.0% | +27.7% | 0.025% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 71,987 | $4.61M | 0.6% | N/A | 0.239% | |
4/15/2025 | EdgeRock Capital LLC | 156,231 | $10.01M | 7.1% | +47.8% | 0.518% | |
4/15/2025 | CX Institutional | 634 | $41K | 0.0% | N/A | 0.002% | |
4/15/2025 | Simplicity Wealth LLC | 17,574 | $1.13M | 0.1% | N/A | 0.058% | |
4/15/2025 | GAMMA Investing LLC | 1,357 | $87K | 0.0% | -20.2% | 0.005% | |
4/14/2025 | First Citizens Bank & Trust Co. | 18,075 | $1.16M | 0.0% | +3.7% | 0.060% | |
4/14/2025 | Park Avenue Securities LLC | 9,350 | $599K | 0.0% | +4.9% | 0.031% | |
4/14/2025 | KMG Fiduciary Partners LLC | 25,437 | $1.63M | 0.1% | +24.8% | 0.084% | |
4/14/2025 | City Center Advisors LLC | 10,264 | $658K | 0.8% | +5.9% | 0.034% | |
4/11/2025 | SeaCrest Wealth Management LLC | 9,825 | $630K | 0.1% | N/A | 0.033% | |
4/11/2025 | Signal Advisors Wealth LLC | 13,421 | $860K | 0.1% | +188.8% | 0.045% | |
4/10/2025 | Richard P Slaughter Associates Inc | 116,886 | $7.49M | 1.7% | +5.1% | 0.388% | |
4/10/2025 | Iams Wealth Management LLC | 9,764 | $626K | 0.3% | -21.9% | 0.032% | |
4/9/2025 | NBC Securities Inc. | 803 | $51K | 0.0% | N/A | 0.003% | |
4/7/2025 | GAMMA Investing LLC | 86,957 | $5.57M | 0.0% | +5,015.1% | 0.288% | |
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4/2/2025 | Global Wealth Strategies & Associates | 17,881 | $1.15M | 0.3% | +8.9% | 0.060% | |
4/1/2025 | Hobart Private Capital LLC | 304,240 | $19.50M | 4.9% | N/A | 1.023% | |
3/21/2025 | Prostatis Group LLC | 68,797 | $4.53M | 1.3% | +6.6% | 0.231% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 61,775 | $4.07M | 0.0% | -1.8% | 0.210% | |
3/12/2025 | Centaurus Financial Inc. | 8,430 | $555K | 0.0% | N/A | 0.029% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 30,421 | $2.00M | 0.1% | +1.5% | 0.153% | |
2/25/2025 | Armis Advisers LLC | 75,047 | $4.94M | 0.6% | N/A | 0.378% | |
2/24/2025 | United Advisor Group LLC | 4,175 | $275K | 0.1% | N/A | 0.021% | |
2/19/2025 | Richmond Investment Services LLC | 4,023 | $265K | 0.1% | N/A | 0.020% | |
2/19/2025 | WCG Wealth Advisors LLC | 13,059 | $859K | 0.1% | -6.9% | 0.066% | |