5/2/2025 | Landmark Wealth Management LLC | 59,162 | $2.28M | 1.0% | +9.4% | 0.435% | |
5/2/2025 | Sigma Planning Corp | 9,256 | $356K | 0.0% | -3.2% | 0.068% | |
5/1/2025 | Fifth Third Securities Inc. | 25,086 | $965K | 0.1% | +10.3% | 0.184% | |
4/30/2025 | Bernardo Wealth Planning LLC | 130,548 | $5.02M | 1.2% | -0.6% | 0.960% | |
4/30/2025 | Stratos Wealth Partners LTD. | 24,183 | $930K | 0.0% | N/A | 0.178% | |
4/30/2025 | Abound Financial LLC | 698 | $27K | 0.0% | N/A | 0.005% | |
4/29/2025 | Envestnet Asset Management Inc. | 100,274 | $3.86M | 0.0% | +15.2% | 0.737% | |
4/29/2025 | World Investment Advisors | 133,968 | $5.15M | 0.1% | -61.2% | 0.985% | |
4/25/2025 | Strid Group LLC | 88,269 | $3.39M | 0.5% | +7.3% | 0.649% | |
4/25/2025 | Naviter Wealth LLC | 79,413 | $3.06M | 0.4% | +26.8% | 0.584% | |
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4/25/2025 | Legacy Wealth Management Inc | 512,899 | $19.72M | 1.3% | +2.3% | 3.771% | |
4/23/2025 | Goldstein Advisors LLC | 537,360 | $20.66M | 3.0% | +3.5% | 3.951% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 31,159 | $1.20M | 0.0% | -16.7% | 0.229% | |
4/22/2025 | Madison Wealth Partners Inc | 7,411 | $285K | 0.1% | -8.1% | 0.054% | |
4/22/2025 | Masso Torrence Wealth Management Inc. | 24,740 | $951K | 0.5% | +7.9% | 0.182% | |
4/22/2025 | Bernardo Wealth Planning LLC | 130,548 | $5.02M | 1.2% | -0.6% | 0.960% | |
4/21/2025 | ERn Financial LLC | 207,735 | $7.99M | 1.3% | +0.4% | 1.527% | |
4/21/2025 | Sterling Investment Counsel LLC | 163,297 | $6.28M | 2.1% | +347.2% | 1.201% | |
4/18/2025 | Cornerstone Wealth Management LLC | 30,966 | $1.19M | 0.1% | +28.4% | 0.232% | |
4/17/2025 | Vicus Capital | 12,231 | $470K | 0.0% | +5.3% | 0.092% | |
4/17/2025 | Janney Montgomery Scott LLC | 145,988 | $5.61M | 0.0% | +7.0% | 1.094% | |
4/15/2025 | GAMMA Investing LLC | 36,935 | $1.42M | 0.1% | +92.9% | 0.277% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 267,788 | $10.30M | 0.3% | +2.2% | 2.006% | |
4/15/2025 | Signet Financial Management LLC | 24,755 | $952K | 0.1% | -11.7% | 0.185% | |
4/11/2025 | Princeton Global Asset Management LLC | 3,340 | $128K | 0.0% | +24.5% | 0.025% | |
4/11/2025 | GGM Financials LLC | 16,397 | $630K | 0.4% | +14.7% | 0.123% | |
4/11/2025 | Consilio Wealth Advisors LLC | 123,186 | $4.74M | 2.0% | +9.6% | 0.923% | |
4/10/2025 | Retirement Planning Group LLC | 12,040 | $463K | 0.0% | N/A | 0.090% | |
4/10/2025 | Thrive Wealth Management LLC | 25,853 | $994K | 0.2% | +13.7% | 0.194% | |
4/10/2025 | Johnson & White Wealth Management LLC | 203,861 | $7.84M | 4.4% | N/A | 1.527% | |
4/10/2025 | Richard P Slaughter Associates Inc | 13,802 | $531K | 0.1% | -6.1% | 0.103% | |
4/10/2025 | Amplius Wealth Advisors LLC | 35,426 | $1.36M | 0.1% | -2.4% | 0.265% | |
4/9/2025 | Merit Financial Group LLC | 91,724 | $3.53M | 0.1% | +4.5% | 0.687% | |
4/7/2025 | GAMMA Investing LLC | 1,420,151 | $546.05M | 0.1% | +7,318.3% | 10.638% | |
4/1/2025 | Stonehearth Capital Management LLC | 23,788 | $915K | 0.4% | +82.7% | 0.178% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 9,295 | $359K | 0.0% | +44.3% | 0.088% | |
2/17/2025 | Focus Partners Wealth | 365,162 | $14.12M | 0.0% | +5.2% | 3.468% | |
2/17/2025 | Cetera Investment Advisers | 72,567 | $2.81M | 0.0% | +15.9% | 0.689% | |
2/17/2025 | Captrust Financial Advisors | 49,737 | $1.92M | 0.0% | -4.2% | 0.472% | |
2/17/2025 | Bank of America Corp DE | 595,293 | $23.01M | 0.0% | +21.7% | 5.653% | |
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2/14/2025 | Jane Street Group LLC | 32,262 | $1.25M | 0.0% | +262.5% | 0.306% | |
2/14/2025 | MML Investors Services LLC | 50,661 | $1.96M | 0.0% | -23.1% | 0.481% | |
2/13/2025 | NewEdge Advisors LLC | 29,153 | $1.13M | 0.0% | -18.7% | 0.277% | |
2/13/2025 | Mariner LLC | 120,559 | $4.66M | 0.0% | +190.1% | 1.145% | |
2/13/2025 | Crux Wealth Advisors | 80,058 | $3.10M | 1.7% | N/A | 0.760% | |
2/13/2025 | Raymond James Financial Inc. | 1,126,791 | $43.56M | 0.0% | N/A | 10.701% | |
2/13/2025 | Sepio Capital LP | 109,216 | $4.22M | 0.3% | +1.3% | 1.037% | |
2/13/2025 | Envestnet Asset Management Inc. | 87,051 | $3.37M | 0.0% | -36.2% | 0.827% | |
2/12/2025 | World Investment Advisors | 344,902 | $13.33M | 0.4% | +2.5% | 3.275% | |
2/12/2025 | OneAscent Financial Services LLC | 8,164 | $316K | 0.0% | N/A | 0.078% | |
2/12/2025 | Private Portfolio Partners LLC | 28,805 | $1.11M | 0.2% | +3.0% | 0.274% | |
2/12/2025 | OLD Mission Capital LLC | 7,024 | $272K | 0.0% | N/A | 0.067% | |
2/12/2025 | RiverFront Investment Group LLC | 63,603 | $2.46M | 0.1% | +10.3% | 0.604% | |
2/12/2025 | JPMorgan Chase & Co. | 59,107 | $2.29M | 0.0% | +2,880.7% | 0.561% | |
2/11/2025 | LPL Financial LLC | 294,964 | $11.40M | 0.0% | +41.4% | 2.801% | |
2/10/2025 | Axxcess Wealth Management LLC | 6,955 | $269K | 0.0% | -20.6% | 0.066% | |
2/10/2025 | Harbour Investments Inc. | 3,236 | $125K | 0.0% | -31.0% | 0.031% | |
2/10/2025 | Montis Financial LLC | 189,747 | $7.34M | 2.3% | N/A | 1.802% | |
2/10/2025 | Commonwealth Equity Services LLC | 154,839 | $5.99M | 0.0% | +9.1% | 1.470% | |
2/10/2025 | Madison Wealth Partners Inc | 8,068 | $312K | 0.1% | -19.7% | 0.077% | |
2/10/2025 | Avantax Advisory Services Inc. | 68,408 | $2.65M | 0.0% | -1.9% | 0.650% | |
2/7/2025 | HighTower Advisors LLC | 1,572,624 | $60.80M | 0.1% | +13.1% | 14.935% | |
2/7/2025 | Donaldson Capital Management LLC | 19,138 | $740K | 0.0% | +10.4% | 0.182% | |
2/7/2025 | Naviter Wealth LLC | 62,644 | $2.43M | 0.3% | -8.9% | 0.595% | |
2/6/2025 | Raymond James Financial Inc. | 1,126,791 | $43.56M | 0.0% | N/A | 10.701% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 547,529 | $21.17M | 0.2% | +3.9% | 5.200% | |
2/6/2025 | Jones Financial Companies Lllp | 40,742 | $1.58M | 0.0% | +54.3% | 0.387% | |
2/5/2025 | West Michigan Advisors LLC | 7,271 | $282K | 0.1% | -26.1% | 0.069% | |
2/3/2025 | Advyzon Investment Management LLC | 21,649 | $837K | 0.3% | N/A | 0.206% | |
2/3/2025 | Private Advisor Group LLC | 15,085 | $583K | 0.0% | +32.6% | 0.143% | |
1/31/2025 | Sanctuary Advisors LLC | 47,532 | $1.84M | 0.0% | +40.5% | 0.451% | |
1/29/2025 | GGM Financials LLC | 14,299 | $553K | 0.6% | N/A | 0.136% | |
1/28/2025 | Strid Group LLC | 82,267 | $3.18M | 0.5% | +1.2% | 0.781% | |
1/27/2025 | Legacy CG LLC | 312,475 | $12.08M | 3.7% | +5.6% | 2.967% | |
1/27/2025 | Bleakley Financial Group LLC | 51,253 | $1.98M | 0.1% | +287.2% | 0.487% | |
1/24/2025 | Princeton Global Asset Management LLC | 2,682 | $104K | 0.0% | +338.2% | 0.025% | |
1/23/2025 | Fifth Third Securities Inc. | 22,742 | $879K | 0.1% | +55.1% | 0.216% | |
1/23/2025 | Masso Torrence Wealth Management Inc. | 22,935 | $887K | 0.5% | -4.4% | 0.218% | |
1/22/2025 | Sterling Investment Counsel LLC | 36,519 | $1.41M | 0.9% | -70.6% | 0.347% | |
1/21/2025 | Legacy Wealth Management Inc | 501,378 | $19.38M | 1.2% | +13.8% | 4.761% | |
1/21/2025 | Cornerstone Wealth Management LLC | 24,110 | $932K | 0.1% | +36.2% | 0.229% | |
1/17/2025 | Goldstein Advisors LLC | 519,226 | $20.07M | 2.9% | +9.7% | 4.931% | |
1/17/2025 | Janney Montgomery Scott LLC | 136,446 | $5.28M | 0.0% | -2.8% | 1.296% | |
1/17/2025 | Westside Investment Management Inc. | 30,559 | $1.18M | 0.2% | -1.0% | 0.290% | |
1/17/2025 | Magnus Financial Group LLC | 33,059 | $1.28M | 0.1% | -1.4% | 0.314% | |
1/16/2025 | Amplius Wealth Advisors LLC | 36,306 | $1.40M | 0.1% | +1.0% | 0.345% | |
1/16/2025 | Thrive Wealth Management LLC | 22,743 | $879K | 0.2% | +59.4% | 0.216% | |
1/16/2025 | Bernardo Wealth Planning LLC | 131,325 | $5.05M | 1.2% | -10.1% | 1.247% | |
1/15/2025 | HB Wealth Management LLC | 6,380 | $247K | 0.0% | +11.2% | 0.061% | |
1/15/2025 | Merit Financial Group LLC | 87,749 | $3.39M | 0.1% | +2.7% | 0.833% | |
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1/15/2025 | Wealthcare Advisory Partners LLC | 262,079 | $10.13M | 0.3% | +5.1% | 2.489% | |
1/15/2025 | Central Valley Advisors LLC | 50,427 | $1.95M | 0.9% | +1.6% | 0.479% | |
1/14/2025 | ERn Financial LLC | 206,946 | $8.00M | 1.2% | +1.5% | 1.965% | |
1/14/2025 | Richard P Slaughter Associates Inc | 14,705 | $568K | 0.1% | N/A | 0.140% | |
1/13/2025 | AdvisorNet Financial Inc | 6,750 | $261K | 0.0% | N/A | 0.064% | |
1/13/2025 | Signet Financial Management LLC | 28,023 | $1.08M | 0.1% | +2.9% | 0.266% | |
1/13/2025 | Consilio Wealth Advisors LLC | 112,365 | $4.34M | 1.8% | +6.0% | 1.067% | |
1/7/2025 | Stonehearth Capital Management LLC | 13,018 | $503K | 0.2% | +9.0% | 0.124% | |
1/3/2025 | GAMMA Investing LLC | 19,144 | $740K | 0.1% | +14.0% | 0.182% | |
11/25/2024 | World Investment Advisors LLC | 336,596 | $13.26M | 0.3% | N/A | 3.197% | |