5/1/2025 | IFC Advisors LLC | 4,831 | $532K | 0.1% | +122.9% | 0.004% | |
5/1/2025 | Fifth Third Securities Inc. | 3,889 | $428K | 0.0% | +5.7% | 0.003% | |
5/1/2025 | Fonville Wealth Management LLC | 3,517 | $387K | 0.1% | N/A | 0.003% | |
5/1/2025 | Fidelis Capital Partners LLC | 7,153 | $775K | 0.1% | +2.2% | 0.006% | |
4/30/2025 | Cerity Partners LLC | 44,415 | $4.89M | 0.0% | +0.4% | 0.039% | |
4/30/2025 | Hunter Associates Investment Management LLC | 311,793 | $34.34M | 5.3% | +3.3% | 0.274% | |
4/30/2025 | Code Waechter LLC | 2,040 | $225K | 0.2% | N/A | 0.002% | |
4/30/2025 | Allworth Financial LP | 153,065 | $16.48M | 0.1% | -1.2% | 0.135% | |
4/30/2025 | Parr Mcknight Wealth Management Group LLC | 73,721 | $8.12M | 1.2% | -4.2% | 0.065% | |
4/30/2025 | CFO4Life Group LLC | 56,685 | $6.24M | 1.1% | +2.0% | 0.050% | |
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4/30/2025 | Axxcess Wealth Management LLC | 271,126 | $29.85M | 0.8% | +8.2% | 0.238% | |
4/30/2025 | GFG Capital LLC | 478,312 | $52.65M | 15.4% | -1.4% | 0.421% | |
4/30/2025 | M&T Bank Corp | 2,044 | $225K | 0.0% | N/A | 0.002% | |
4/30/2025 | Stratos Wealth Partners LTD. | 2,819 | $310K | 0.0% | -29.2% | 0.002% | |
4/30/2025 | Liberty One Investment Management LLC | 14,320 | $1.58M | 0.2% | +9.6% | 0.013% | |
4/30/2025 | Sierra Capital LLC | 18,024 | $1.98M | 0.2% | -29.7% | 0.016% | |
4/30/2025 | Crossmark Global Holdings Inc. | 37,483 | $4.12M | 0.1% | N/A | 0.033% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 16,722 | $1.84M | 0.1% | +23.3% | 0.015% | |
4/29/2025 | Callan Capital LLC | 155,581 | $17.13M | 1.3% | -3.1% | 0.137% | |
4/29/2025 | Envestnet Asset Management Inc. | 2,435,446 | $268.09M | 0.1% | +3.3% | 2.142% | |
4/29/2025 | Novare Capital Management LLC | 106,047 | $11.67M | 1.0% | +4.7% | 0.093% | |
4/29/2025 | Concurrent Investment Advisors LLC | 3,638 | $401K | 0.0% | +17.9% | 0.003% | |
4/29/2025 | VAUGHAN & Co SECURITIES INC. | 175,384 | $19.31M | 12.0% | +1.2% | 0.154% | |
4/29/2025 | Bank of New York Mellon Corp | 23,947 | $2.64M | 0.0% | -7.7% | 0.021% | |
4/29/2025 | Capital Investment Advisory Services LLC | 4,787 | $527K | 0.0% | -26.8% | 0.004% | |
4/29/2025 | Morris Financial Concepts Inc. | 5,820 | $641K | 0.3% | +3.3% | 0.005% | |
4/29/2025 | Strategic Blueprint LLC | 5,521 | $608K | 0.0% | -5.3% | 0.005% | |
4/29/2025 | Huntleigh Advisors Inc. | 3,819 | $420K | 0.1% | -16.8% | 0.003% | |
4/29/2025 | Paul R. Ried Financial Group LLC | 131,136 | $14.44M | 10.1% | +2.1% | 0.115% | |
4/29/2025 | OneDigital Investment Advisors LLC | 763,649 | $84.06M | 1.0% | +0.3% | 0.672% | |
4/29/2025 | Royal Harbor Partners LLC | 69,541 | $7.66M | 3.0% | -3.2% | 0.061% | |
4/29/2025 | Goelzer Investment Management Inc. | 6,270 | $690K | 0.0% | -6.2% | 0.006% | |
4/28/2025 | D.A. Davidson & CO. | 2,661 | $293K | 0.0% | -6.2% | 0.002% | |
4/28/2025 | Mutual Advisors LLC | 3,800 | $411K | 0.0% | -85.4% | 0.003% | |
4/28/2025 | Able Wealth Management LLC | 1,947 | $214K | 0.1% | +6.5% | 0.002% | |
4/28/2025 | Elmwood Wealth Management Inc. | 25,423 | $2.80M | 1.1% | +7.8% | 0.022% | |
4/28/2025 | Pinnacle Financial Partners Inc | 4,188 | $461K | 0.0% | -13.6% | 0.004% | |
4/28/2025 | Lincoln Capital Corp | 119,577 | $13.16M | 5.5% | -6.1% | 0.105% | |
4/28/2025 | ABLE Financial Group LLC | 2,249 | $248K | 0.1% | -20.5% | 0.002% | |
4/25/2025 | West Bancorporation Inc. | 3,646 | $401K | 0.3% | -18.5% | 0.003% | |
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4/25/2025 | Hixon Zuercher LLC | 90,087 | $9.92M | 3.5% | +17.4% | 0.079% | |
4/25/2025 | Nicholson Meyer Capital Management Inc. | 81,558 | $8.98M | 8.3% | N/A | 0.072% | |
4/25/2025 | Nabity Jensen Investment Management Inc | 119,459 | $13.15M | 10.2% | -3.4% | 0.105% | |
4/25/2025 | Washington Trust Advisors Inc. | 5,378 | $592K | 0.1% | -14.1% | 0.005% | |
4/25/2025 | Ameritas Advisory Services LLC | 6,192 | $682K | 0.0% | +16.4% | 0.005% | |
4/25/2025 | Innovative Wealth Building LLC | 28,956 | $3.19M | 2.9% | -3.7% | 0.025% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 53,230 | $5.86M | 0.3% | -0.3% | 0.047% | |
4/25/2025 | Emerald Advisors LLC | 49,830 | $5.49M | 0.7% | +5.7% | 0.044% | |
4/25/2025 | Goodman Advisory Group LLC | 20,858 | $2.30M | 1.1% | N/A | 0.018% | |
4/25/2025 | Capital Advisors Wealth Management LLC | 30,086 | $3.31M | 0.6% | -2.9% | 0.026% | |
4/24/2025 | Cambridge Advisors Inc. | 5,607 | $617K | 0.1% | -8.0% | 0.005% | |
4/24/2025 | Sunbelt Securities Inc. | 262 | $29K | 0.0% | +162.0% | 0.000% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 1,897 | $210K | 0.0% | N/A | 0.002% | |
4/24/2025 | 3Chopt Investment Partners LLC | 7,075 | $779K | 0.2% | N/A | 0.006% | |
4/24/2025 | Canvas Wealth Advisors LLC | 102,829 | $10.70M | 2.7% | +3.7% | 0.090% | |
4/24/2025 | Tepp RIA LLC | 2,414 | $266K | 0.4% | -16.4% | 0.002% | |
4/24/2025 | Kraft Davis & Associates LLC | 3,659 | $380K | 0.1% | -12.1% | 0.003% | |
4/23/2025 | GenTrust LLC | 2,335 | $257K | 0.0% | N/A | 0.002% | |
4/23/2025 | Goldstein Advisors LLC | 558,737 | $61.51M | 9.0% | +2.4% | 0.491% | |
4/23/2025 | Western Wealth Management LLC | 4,185 | $461K | 0.0% | +6.8% | 0.004% | |
4/23/2025 | Sequoia Financial Advisors LLC | 2,313 | $255K | 0.0% | N/A | 0.002% | |
4/23/2025 | Lifelong Wealth Advisors Inc. | 532,300 | $58.60M | 27.5% | -0.7% | 0.468% | |
4/23/2025 | TigerOak Management L.L.C. | 19,345 | $2.13M | 0.8% | -2.1% | 0.017% | |
4/23/2025 | Golden State Wealth Management LLC | 1,402 | $155K | 0.0% | +100.0% | 0.001% | |
4/23/2025 | Bessemer Group Inc. | 7,564 | $833K | 0.0% | +3.0% | 0.007% | |
4/23/2025 | E&G Advisors LP | 22,800 | $2.51M | 0.7% | -1.1% | 0.020% | |
4/23/2025 | S.A. Mason LLC | 500 | $55K | 0.0% | -53.5% | 0.000% | |
4/23/2025 | Fourth Dimension Wealth LLC | 40,710 | $4.48M | 2.2% | -6.7% | 0.036% | |
4/23/2025 | C2C Wealth Management LLC | 13,880 | $1.53M | 1.4% | -3.5% | 0.012% | |
4/23/2025 | Ledyard National Bank | 106,562 | $11.73M | 1.2% | -3.5% | 0.094% | |
4/23/2025 | YHB Investment Advisors Inc. | 18,458 | $2.03M | 0.2% | +1.2% | 0.016% | |
4/23/2025 | Spirepoint Private Client LLC | 8,607 | $947K | 0.1% | -3.1% | 0.008% | |
4/23/2025 | Consolidated Portfolio Review Corp | 69,147 | $7.61M | 1.2% | -1.8% | 0.061% | |
4/23/2025 | Legacy Advisors LLC | 17,734 | $1.95M | 0.2% | +1.8% | 0.016% | |
4/23/2025 | Chapin Davis Inc. | 4,098 | $451K | 0.2% | +5.5% | 0.004% | |
4/23/2025 | Oppenheimer & Co. Inc. | 4,856 | $535K | 0.0% | +15.8% | 0.004% | |
4/23/2025 | Continuum Advisory LLC | 652 | $72K | 0.0% | +87.4% | 0.001% | |
4/22/2025 | Wetzel Investment Advisors Inc. | 4,723 | $520K | 0.3% | -10.2% | 0.004% | |
4/22/2025 | Dopkins Wealth Management LLC | 17,744 | $1.95M | 1.0% | +17.3% | 0.016% | |
4/22/2025 | XML Financial LLC | 106,360 | $11.71M | 1.1% | -1.5% | 0.094% | |
4/22/2025 | LVZ Inc. | 2,731 | $301K | 0.0% | -38.4% | 0.002% | |
4/22/2025 | Synergy Asset Management LLC | 2,609 | $287K | 0.0% | -50.0% | 0.002% | |
4/22/2025 | Register Financial Advisors LLC | 346 | $38K | 0.0% | N/A | 0.000% | |
4/22/2025 | Appleton Partners Inc. MA | 434,376 | $47.82M | 3.7% | -0.5% | 0.382% | |
4/22/2025 | Worth Financial Advisory Group LLC | 119,153 | $13.12M | 8.3% | -2.1% | 0.105% | |
4/22/2025 | Advisor Resource Council | 9,968 | $1.10M | 0.1% | N/A | 0.009% | |
4/21/2025 | ORG Partners LLC | 322 | $36K | 0.0% | -30.2% | 0.000% | |
4/21/2025 | Plimoth Trust Co. LLC | 2,768 | $305K | 0.1% | +4.5% | 0.002% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 106,553 | $11.73M | 0.0% | -22.2% | 0.094% | |
4/21/2025 | Cadent Capital Advisors LLC | 5,749 | $633K | 0.2% | -10.2% | 0.005% | |
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4/21/2025 | Kingswood Wealth Advisors LLC | 2,268 | $250K | 0.0% | -13.1% | 0.002% | |
4/18/2025 | Wolf Group Capital Advisors | 13,360 | $1.47M | 0.5% | +16.4% | 0.012% | |
4/18/2025 | Edge Financial Advisors LLC | 14,417 | $1.59M | 1.0% | -10.7% | 0.013% | |
4/17/2025 | Vicus Capital | 10,649 | $1.17M | 0.1% | +7.8% | 0.009% | |
4/17/2025 | Inscription Capital LLC | 136,073 | $14.12M | 2.3% | N/A | 0.120% | |
4/17/2025 | Mason & Associates Inc | 23,467 | $2.58M | 0.6% | +0.9% | 0.021% | |
4/17/2025 | Sowell Financial Services LLC | 14,585 | $1.61M | 0.1% | +17.6% | 0.013% | |
4/17/2025 | Janney Montgomery Scott LLC | 384,118 | $42.28M | 0.1% | -0.2% | 0.340% | |
4/17/2025 | 1900 Wealth Management LLC | 213,370 | $23.49M | 2.0% | -0.8% | 0.189% | |
4/17/2025 | Traphagen Investment Advisors LLC | 7,960 | $876K | 0.1% | -3.4% | 0.007% | |