5/1/2025 | Secured Retirement Advisors LLC | 34,004 | $1.17M | 0.8% | +9.9% | 0.437% | |
4/30/2025 | Stratos Wealth Advisors LLC | 14,013 | $481K | 0.0% | -25.6% | 0.180% | |
4/29/2025 | Envestnet Asset Management Inc. | 57,626 | $1.98M | 0.0% | +3.2% | 0.741% | |
4/29/2025 | Schulz Wealth LTD. | 108,258 | $3.71M | 2.8% | -0.5% | 1.391% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 8,829 | $303K | 0.0% | +7.0% | 0.113% | |
4/24/2025 | Holistic Planning LLC | 54,325 | $1.86M | 0.6% | +3.3% | 0.698% | |
4/22/2025 | Avantra Family Wealth Inc. | 29,274 | $1.00M | 1.0% | -2.5% | 0.376% | |
4/17/2025 | Sagespring Wealth Partners LLC | 13,620 | $467K | 0.0% | N/A | 0.175% | |
4/17/2025 | Keystone Wealth Services LLC | 7,224 | $248K | 0.1% | +6.2% | 0.093% | |
4/15/2025 | Noble Wealth Management PBC | 61,976 | $2.13M | 1.5% | -2.3% | 0.797% | |
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4/14/2025 | Farther Finance Advisors LLC | 878 | $30K | 0.0% | N/A | 0.011% | |
4/9/2025 | HBW Advisory Services LLC | 66,402 | $2.28M | 0.3% | -6.7% | 0.851% | |
4/9/2025 | Milestone Asset Management LLC | 131,402 | $4.51M | 1.0% | +1.2% | 1.685% | |
4/9/2025 | NBC Securities Inc. | 4,277 | $146K | 0.0% | +106,825.0% | 0.055% | |
3/17/2025 | NorthCrest Asset Manangement LLC | 13,201 | $462K | 0.0% | +75.0% | 0.166% | |
3/6/2025 | Wood Tarver Financial Group LLC | 6,337 | $221K | 0.1% | N/A | 0.122% | |
2/27/2025 | REAP Financial Group LLC | 30,113 | $1.05M | 0.3% | -38.9% | 0.581% | |
2/25/2025 | Armis Advisers LLC | 30,113 | $1.05M | 0.1% | N/A | 0.581% | |
2/18/2025 | Sunbelt Securities Inc. | 5,435 | $190K | 0.0% | +49.8% | 0.105% | |
2/17/2025 | Focus Partners Wealth | 14,875 | $520K | 0.0% | +37.2% | 0.287% | |
2/17/2025 | Diligent Investors LLC | 8,680 | $304K | 0.1% | +44.7% | 0.168% | |
2/17/2025 | CoreCap Advisors LLC | 7,405 | $259K | 0.0% | +19.4% | 0.143% | |
2/17/2025 | Cetera Investment Advisers | 314,135 | $10.99M | 0.0% | +131.9% | 6.064% | |
2/14/2025 | Jane Street Group LLC | 12,716 | $445K | 0.0% | -72.7% | 0.245% | |
2/14/2025 | Topsail Wealth Management LLC | 800 | $28K | 0.0% | N/A | 0.015% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 2,270 | $81K | 0.0% | -30.7% | 0.044% | |
2/13/2025 | NewEdge Advisors LLC | 35,050 | $1.23M | 0.0% | +26.5% | 0.677% | |
2/13/2025 | Mariner LLC | 7,100 | $248K | 0.0% | N/A | 0.137% | |
2/13/2025 | Rockefeller Capital Management L.P. | 36,580 | $1.28M | 0.0% | N/A | 0.706% | |
2/13/2025 | Raymond James Financial Inc. | 1,206,228 | $42.19M | 0.0% | N/A | 23.286% | |
2/13/2025 | Envestnet Asset Management Inc. | 55,815 | $1.95M | 0.0% | +206.5% | 1.078% | |
2/12/2025 | OLD Mission Capital LLC | 16,963 | $593K | 0.0% | -36.0% | 0.327% | |
2/12/2025 | FSB Premier Wealth Management Inc. | 60,938 | $2.13M | 0.9% | N/A | 1.176% | |
2/12/2025 | Orion Portfolio Solutions LLC | 13,581 | $475K | 0.0% | N/A | 0.262% | |
2/12/2025 | AssuredPartners Investment Advisors LLC | 54,233 | $1.90M | 0.4% | N/A | 1.047% | |
2/12/2025 | Ausdal Financial Partners Inc. | 20,559 | $719K | 0.1% | N/A | 0.397% | |
2/11/2025 | Grantvest Financial Group LLC | 7,566 | $265K | 0.3% | N/A | 0.146% | |
2/11/2025 | Sequent Planning LLC | 6,235 | $218K | 0.1% | N/A | 0.120% | |
2/11/2025 | LPL Financial LLC | 54,426 | $1.90M | 0.0% | +74.6% | 1.051% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 1,087 | $38K | 0.0% | N/A | 0.021% | |
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2/10/2025 | IMG Wealth Management Inc. | 1,157 | $40K | 0.0% | N/A | 0.022% | |
2/10/2025 | Harbour Investments Inc. | 2,391 | $84K | 0.0% | N/A | 0.046% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 11,613 | $406K | 0.0% | N/A | 0.224% | |
2/10/2025 | Commonwealth Equity Services LLC | 526,037 | $18.40M | 0.0% | +43.9% | 10.155% | |
2/10/2025 | Avantax Advisory Services Inc. | 37,897 | $1.33M | 0.0% | N/A | 0.732% | |
2/7/2025 | HighTower Advisors LLC | 8,032 | $281K | 0.0% | N/A | 0.155% | |
2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 31,769 | $1.11M | 0.2% | -10.8% | 0.613% | |
2/6/2025 | Raymond James Financial Inc. | 1,206,228 | $42.19M | 0.0% | N/A | 23.286% | |
2/6/2025 | Keystone Wealth Services LLC | 6,800 | $238K | 0.1% | -22.1% | 0.131% | |
2/5/2025 | Anfield Capital Management LLC | 37,542 | $1.31M | 0.5% | +40.5% | 0.725% | |
2/5/2025 | Noble Wealth Management PBC | 63,408 | $2.22M | 1.5% | N/A | 1.224% | |
2/5/2025 | Schulz Wealth LTD. | 108,823 | $3.81M | 2.9% | +0.6% | 2.101% | |
2/4/2025 | IFP Advisors Inc | 10,000 | $350K | 0.0% | N/A | 0.193% | |
2/3/2025 | Concurrent Investment Advisors LLC | 31,323 | $1.10M | 0.0% | N/A | 0.605% | |
1/31/2025 | Global Retirement Partners LLC | 3,250 | $114K | 0.0% | N/A | 0.063% | |
1/31/2025 | Kestra Investment Management LLC | 5,421 | $190K | 0.0% | N/A | 0.105% | |
1/31/2025 | Atria Wealth Solutions Inc. | 16,698 | $584K | 0.0% | N/A | 0.322% | |
1/31/2025 | Truist Financial Corp | 23,798 | $832K | 0.0% | +66.5% | 0.459% | |
1/31/2025 | Sanctuary Advisors LLC | 6,452 | $229K | 0.0% | N/A | 0.125% | |
1/31/2025 | Americana Partners LLC | 239,410 | $8.38M | 0.3% | +1,780.5% | 4.622% | |
1/30/2025 | Secured Retirement Advisors LLC | 30,933 | $1.08M | 0.6% | N/A | 0.597% | |
1/30/2025 | American Financial Advisors LLC | 9,914 | $347K | 0.0% | N/A | 0.191% | |
1/30/2025 | Nations Financial Group Inc. IA ADV | 18,476 | $646K | 0.0% | N/A | 0.357% | |
1/29/2025 | Avidian Wealth Enterprises LLC | 8,252 | $289K | 0.0% | +21.0% | 0.159% | |
1/28/2025 | Kestra Private Wealth Services LLC | 24,167 | $845K | 0.0% | +72.8% | 0.467% | |
1/27/2025 | Legacy CG LLC | 189,484 | $6.63M | 2.0% | N/A | 3.658% | |
1/27/2025 | Lion Street Advisors LLC | 14,324 | $501K | 0.2% | N/A | 0.277% | |
1/27/2025 | Stratos Wealth Advisors LLC | 18,846 | $659K | 0.0% | N/A | 0.364% | |
1/24/2025 | Holistic Planning LLC | 52,601 | $1.84M | 0.7% | +54.9% | 1.015% | |
1/24/2025 | Avantra Family Wealth Inc. | 30,015 | $1.05M | 1.0% | N/A | 0.579% | |
1/24/2025 | Comprehensive Financial Consultants Institutional Inc. | 120,010 | $4.20M | 1.5% | N/A | 2.317% | |
1/23/2025 | Gries Financial LLC | 717,448 | $25.10M | 4.5% | +15.2% | 13.850% | |
1/23/2025 | Milestone Asset Management LLC | 129,874 | $4.54M | 1.0% | +4.5% | 2.507% | |
1/21/2025 | Geneos Wealth Management Inc. | 3,113 | $109K | 0.0% | N/A | 0.060% | |
1/17/2025 | Lifestyle Asset Management Inc. | 6,066 | $212K | 0.1% | N/A | 0.117% | |
1/17/2025 | Madrona Financial Services LLC | 7,232 | $253K | 0.1% | N/A | 0.140% | |
1/17/2025 | Janney Montgomery Scott LLC | 21,427 | $750K | 0.0% | N/A | 0.414% | |
1/17/2025 | Advisory Alpha LLC | 6,020 | $211K | 0.0% | N/A | 0.116% | |
1/16/2025 | Cascade Investment Group Inc. | 7,077 | $248K | 0.2% | N/A | 0.137% | |
1/10/2025 | HBW Advisory Services LLC | 71,137 | $2.49M | 0.3% | N/A | 1.373% | |
1/10/2025 | ORG Partners LLC | 1,800 | $63K | 0.0% | N/A | 0.035% | |
11/18/2024 | Sunbelt Securities Inc. | 3,628 | $125K | 0.0% | -34.4% | 0.070% | |
11/15/2024 | Jane Street Group LLC | 46,622 | $1.61M | 0.0% | +43.5% | 0.900% | |
11/1/2024 | Holistic Planning LLC | 33,963 | $1.17M | 0.5% | -2.3% | 0.656% | |
10/25/2024 | Schulz Wealth LTD. | 108,168 | $3.73M | 2.9% | -2.3% | 2.088% | |
10/18/2024 | Gries Financial LLC | 622,667 | $21.47M | 4.0% | -2.4% | 12.021% | |
10/18/2024 | Raymond James & Associates | 723,882 | $24.96M | 0.0% | -11.0% | 13.975% | |
8/22/2024 | Cetera Investment Advisers | 174,521 | $5.89M | 0.0% | -9.8% | 3.369% | |
8/21/2024 | Truist Financial Corp | 150,542 | $5.08M | 0.0% | +0.4% | 2.906% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 10,025 | $339K | 0.0% | N/A | 0.194% | |
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8/13/2024 | AE Wealth Management LLC | 36,301 | $1.23M | 0.0% | -2.2% | 0.701% | |
8/2/2024 | Gries Financial LLC | 637,865 | $21.54M | 4.4% | -1.9% | 12.314% | |
7/31/2024 | Anfield Capital Management LLC | 29,607 | $1M | 0.5% | N/A | 0.572% | |
7/31/2024 | Commonwealth Equity Services LLC | 447,529 | $15.11M | 0.0% | -13.0% | 8.640% | |
7/31/2024 | Americana Partners LLC | 12,621 | $426K | 0.0% | +6.4% | 0.244% | |
7/20/2024 | Milestone Asset Management LLC | 118,669 | $4.01M | 1.0% | +11.9% | 2.291% | |
7/19/2024 | Raymond James & Associates | 813,329 | $27.47M | 0.0% | -5.9% | 15.701% | |
7/12/2024 | DHJJ Financial Advisors Ltd. | 3,770 | $127K | 0.1% | -7.9% | 0.073% | |
5/24/2024 | Cetera Advisors LLC | 44,302 | $1.46M | 0.0% | -14.5% | 0.855% | |
5/24/2024 | Cetera Investment Advisers | 193,495 | $6.38M | 0.0% | N/A | 3.735% | |