5/16/2025 | Bell Investment Advisors Inc | 87,145 | $5.53M | 1.0% | +0.5% | 1.076% | |
5/16/2025 | NewEdge Advisors LLC | 6,374 | $404K | 0.0% | +5.0% | 0.079% | |
5/16/2025 | Integrated Wealth Concepts LLC | 3,663 | $232K | 0.0% | +6.2% | 0.045% | |
5/15/2025 | Royal Bank of Canada | 85,224 | $5.41M | 0.0% | -11.0% | 1.052% | |
5/15/2025 | Betterment LLC | 595,972 | $37.80M | 0.1% | -0.6% | 7.358% | |
5/14/2025 | CreativeOne Wealth LLC | 14,761 | $936K | 0.0% | +2.8% | 0.182% | |
5/13/2025 | Raymond James Financial Inc. | 206,580 | $13.10M | 0.0% | -22.7% | 2.550% | |
5/13/2025 | Tyler Stone Wealth Management | 4,700 | $298K | 0.1% | -62.7% | 0.058% | |
5/13/2025 | Heck Capital Advisors LLC | 168,557 | $10.69M | 1.2% | -4.2% | 2.056% | |
5/12/2025 | Maia Wealth LLC | 5,961 | $353K | 0.1% | -2.8% | 0.073% | |
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5/12/2025 | Linscomb Wealth Inc. | 46,027 | $2.92M | 0.1% | +11.4% | 0.561% | |
5/12/2025 | Aveo Capital Partners LLC | 7,230 | $454K | 0.1% | N/A | 0.088% | |
5/8/2025 | Harbour Investments Inc. | 750 | $48K | 0.0% | -54.5% | 0.009% | |
5/8/2025 | First Foundation Advisors | 597,024 | $37.87M | 1.5% | +12.6% | 7.281% | |
5/7/2025 | LPL Financial LLC | 616,236 | $39.09M | 0.0% | +5.0% | 7.515% | |
5/7/2025 | HB Wealth Management LLC | 21,190 | $1.34M | 0.0% | N/A | 0.258% | |
5/6/2025 | Cetera Investment Advisers | 117,441 | $7.45M | 0.0% | -1.6% | 1.432% | |
5/6/2025 | SFE Investment Counsel | 8,756 | $555K | 0.1% | N/A | 0.107% | |
5/5/2025 | Aire Advisors LLC | 5,000 | $317K | 0.1% | -42.0% | 0.061% | |
5/5/2025 | IFP Advisors Inc | 166,794 | $10.58M | 0.3% | +0.7% | 2.034% | |
5/5/2025 | Private Advisor Group LLC | 23,754 | $1.51M | 0.0% | -2.4% | 0.290% | |
5/2/2025 | Wealthfront Advisers LLC | 13,635 | $865K | 0.0% | -23.3% | 0.166% | |
5/1/2025 | Fifth Third Securities Inc. | 9,432 | $598K | 0.1% | +4.4% | 0.115% | |
4/30/2025 | Crossmark Global Holdings Inc. | 29,167 | $1.85M | 0.0% | N/A | 0.356% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 3,240 | $206K | 0.0% | N/A | 0.040% | |
4/29/2025 | Envestnet Asset Management Inc. | 268,672 | $17.04M | 0.0% | +4.4% | 3.276% | |
4/29/2025 | Financial Architects LLC | 174,650 | $11.08M | 7.1% | +9.3% | 2.130% | |
4/29/2025 | Bank of New York Mellon Corp | 6,776 | $430K | 0.0% | -6.9% | 0.083% | |
4/29/2025 | Paul R. Ried Financial Group LLC | 201,911 | $12.81M | 8.9% | +4.8% | 2.462% | |
4/28/2025 | Mutual Advisors LLC | 4,460 | $274K | 0.0% | -63.3% | 0.054% | |
4/25/2025 | Hixon Zuercher LLC | 46,935 | $2.98M | 1.0% | N/A | 0.572% | |
4/25/2025 | Sovran Advisors LLC | 9,597 | $567K | 0.1% | +12.8% | 0.117% | |
4/24/2025 | Westwind Capital | 36,570 | $2.32M | 0.6% | +3.1% | 0.446% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 39,204 | $2.49M | 0.0% | -23.2% | 0.478% | |
4/21/2025 | Duncan Williams Asset Management LLC | 25,806 | $1.64M | 0.6% | +16.7% | 0.315% | |
4/18/2025 | CENTRAL TRUST Co | 30,650 | $1.94M | 0.0% | -8.6% | 0.378% | |
4/18/2025 | Edge Financial Advisors LLC | 4,880 | $310K | 0.2% | -8.5% | 0.060% | |
4/17/2025 | Inscription Capital LLC | 5,877 | $385K | 0.1% | N/A | 0.073% | |
4/17/2025 | Great Lakes Retirement Inc. | 180,658 | $11.46M | 1.5% | +2.8% | 2.230% | |
4/17/2025 | 1900 Wealth Management LLC | 146,454 | $9.29M | 0.8% | -7.3% | 1.808% | |
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4/17/2025 | Dynamic Advisor Solutions LLC | 49,983 | $3.17M | 0.1% | -2.3% | 0.617% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 47,912 | $3.04M | 0.0% | +88.5% | 0.592% | |
4/16/2025 | High Probability Advisors LLC | 130,098 | $8.25M | 1.4% | +5.0% | 1.606% | |
4/14/2025 | McCarthy & Cox | 139,171 | $8.83M | 3.8% | +1.1% | 1.718% | |
4/14/2025 | Miracle Mile Advisors LLC | 11,314 | $718K | 0.0% | +11.2% | 0.140% | |
4/10/2025 | Richard P Slaughter Associates Inc | 317,756 | $20.16M | 4.7% | +87.1% | 3.923% | |
4/9/2025 | NBC Securities Inc. | 3,493 | $221K | 0.0% | +87,225.0% | 0.043% | |
4/9/2025 | American National Bank & Trust | 501,965 | $31.84M | 3.5% | -7.7% | 6.197% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 25,416 | $1.76M | 0.0% | -4.6% | 0.318% | |
2/25/2025 | Heck Capital Advisors LLC | 175,924 | $12.16M | 0.7% | N/A | 2.255% | |
2/18/2025 | Vise Technologies Inc. | 11,324 | $783K | 0.1% | N/A | 0.145% | |
2/17/2025 | Two Sigma Investments LP | 19,100 | $1.32M | 0.0% | N/A | 0.245% | |
2/17/2025 | CoreCap Advisors LLC | 39,223 | $2.71M | 0.1% | -17.4% | 0.503% | |
2/17/2025 | Cetera Investment Advisers | 119,386 | $8.25M | 0.0% | +0.9% | 1.531% | |
2/17/2025 | Citadel Advisors LLC | 5,879 | $406K | 0.0% | -37.5% | 0.075% | |
2/17/2025 | Bank of America Corp DE | 325,423 | $22.50M | 0.0% | +21.3% | 4.172% | |
2/17/2025 | Ameriprise Financial Inc. | 3,012 | $208K | 0.0% | N/A | 0.039% | |
2/14/2025 | Betterment LLC | 599,378 | $41.44M | 0.1% | -17.9% | 7.684% | |
2/14/2025 | Integrated Wealth Concepts LLC | 3,450 | $239K | 0.0% | -11.7% | 0.044% | |
2/14/2025 | Susquehanna International Group LLP | 23,971 | $1.66M | 0.0% | +341.0% | 0.307% | |
2/13/2025 | NewEdge Advisors LLC | 6,068 | $419K | 0.0% | +15.7% | 0.078% | |
2/13/2025 | Stonehaven Wealth & Tax Solutions LLC | 5,617 | $388K | 0.4% | N/A | 0.072% | |
2/13/2025 | CreativeOne Wealth LLC | 14,359 | $993K | 0.0% | -6.3% | 0.184% | |
2/13/2025 | First Foundation Advisors | 530,363 | $36.66M | 1.4% | +2.3% | 6.800% | |
2/13/2025 | Raymond James Financial Inc. | 267,181 | $18.47M | 0.0% | N/A | 3.425% | |
2/13/2025 | Envestnet Asset Management Inc. | 257,413 | $17.80M | 0.0% | +37.9% | 3.300% | |
2/12/2025 | Orion Portfolio Solutions LLC | 174,494 | $12.06M | 0.1% | N/A | 2.237% | |
2/12/2025 | Tyler Stone Wealth Management | 12,590 | $870K | 0.2% | +103.1% | 0.161% | |
2/12/2025 | Aire Advisors LLC | 8,619 | $596K | 0.1% | N/A | 0.111% | |
2/11/2025 | Segall Bryant & Hamill LLC | 11,000 | $760K | 0.0% | +2.3% | 0.141% | |
2/11/2025 | LPL Financial LLC | 587,097 | $40.59M | 0.0% | +3.3% | 7.527% | |
2/11/2025 | Strategic Financial Services Inc. | 39,629 | $2.74M | 0.2% | -9.7% | 0.508% | |
2/10/2025 | Axxcess Wealth Management LLC | 3,361 | $232K | 0.0% | -85.6% | 0.043% | |
2/10/2025 | Corient Private Wealth LLC | 13,608 | $941K | 0.0% | +16.3% | 0.174% | |
2/10/2025 | Commonwealth Equity Services LLC | 101,168 | $6.99M | 0.0% | -32.3% | 1.297% | |
2/7/2025 | Independent Advisor Alliance | 25,672 | $1.78M | 0.0% | N/A | 0.329% | |
2/7/2025 | Bell Investment Advisors Inc | 86,700 | $5.99M | 1.1% | +2.4% | 1.112% | |
2/6/2025 | Raymond James Financial Inc. | 267,181 | $18.47M | 0.0% | N/A | 3.425% | |
2/5/2025 | Linscomb Wealth Inc. | 41,301 | $2.86M | 0.1% | +7.3% | 0.530% | |
2/4/2025 | Avalon Capital Management | 4,981 | $344K | 0.1% | -27.1% | 0.064% | |
2/4/2025 | Bank of New York Mellon Corp | 7,278 | $503K | 0.0% | -8.3% | 0.093% | |
2/4/2025 | IFP Advisors Inc | 165,631 | $11.45M | 0.4% | +5.0% | 2.123% | |
2/3/2025 | Freedom Day Solutions LLC | 5,000 | $346K | 0.1% | N/A | 0.064% | |
2/3/2025 | Private Advisor Group LLC | 24,339 | $1.68M | 0.0% | +1.7% | 0.312% | |
1/31/2025 | Global Retirement Partners LLC | 10,553 | $730K | 0.0% | +9.3% | 0.135% | |
1/30/2025 | Principal Securities Inc. | 80,409 | $5.56M | 0.1% | +4.1% | 1.031% | |
1/29/2025 | Morris Financial Concepts Inc. | 4,653 | $322K | 0.1% | +19.5% | 0.060% | |
1/29/2025 | Great Lakes Retirement Inc. | 175,669 | $12.14M | 1.6% | +1.3% | 2.252% | |
1/29/2025 | Gladstone Institutional Advisory LLC | 13,462 | $931K | 0.0% | -23.9% | 0.173% | |
1/29/2025 | Sovran Advisors LLC | 8,510 | $585K | 0.1% | N/A | 0.109% | |
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1/28/2025 | 1900 Wealth Management LLC | 158,043 | $10.93M | 0.9% | -5.0% | 2.026% | |
1/27/2025 | Financial Architects LLC | 159,825 | $11.05M | 7.1% | -4.6% | 2.049% | |
1/24/2025 | Paul R. Ried Financial Group LLC | 192,648 | $13.32M | 9.3% | N/A | 2.470% | |
1/24/2025 | CENTRAL TRUST Co | 33,520 | $2.32M | 0.1% | +124.6% | 0.430% | |
1/23/2025 | Heck Capital Advisors LLC | 175,924 | $12.16M | 0.8% | N/A | 2.255% | |
1/21/2025 | Duncan Williams Asset Management LLC | 22,120 | $1.53M | 0.6% | +51.0% | 0.284% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 51,156 | $3.54M | 0.2% | +6.2% | 0.656% | |
1/17/2025 | High Probability Advisors LLC | 123,945 | $8.57M | 1.5% | +2.3% | 1.589% | |
1/17/2025 | Mutual Advisors LLC | 12,159 | $856K | 0.0% | +3.1% | 0.156% | |
1/16/2025 | McCarthy & Cox | 137,649 | $9.52M | 3.3% | +1.3% | 1.765% | |