5/2/2025 | Kingsview Wealth Management LLC | 190,701 | $11.48M | 0.2% | -7.7% | 0.254% | |
5/2/2025 | Montis Financial LLC | 21,241 | $1.28M | 0.4% | -18.6% | 0.028% | |
5/2/2025 | Wealthfront Advisers LLC | 11,866 | $714K | 0.0% | +20.3% | 0.016% | |
5/2/2025 | Dakota Wealth Management | 110,506 | $6.65M | 0.2% | -8.6% | 0.147% | |
5/2/2025 | Apollon Financial LLC | 53,518 | $3.22M | 0.8% | -9.9% | 0.071% | |
5/2/2025 | Apollon Wealth Management LLC | 26,965 | $1.62M | 0.0% | -5.2% | 0.036% | |
5/2/2025 | Sigma Planning Corp | 16,164 | $973K | 0.0% | -14.7% | 0.022% | |
5/1/2025 | Key Financial Inc | 968 | $58K | 0.0% | +36.1% | 0.001% | |
5/1/2025 | Legacy Financial Group Inc. | 3,457 | $208K | 0.1% | N/A | 0.005% | |
5/1/2025 | V2 Financial group LLC | 16,000 | $963K | 0.6% | +3.9% | 0.021% | |
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5/1/2025 | Stephens Inc. AR | 8,398 | $506K | 0.0% | +2.2% | 0.011% | |
5/1/2025 | Fifth Third Securities Inc. | 81,722 | $4.92M | 0.4% | -23.1% | 0.109% | |
5/1/2025 | WESPAC Advisors LLC | 11,930 | $718K | 0.6% | -25.4% | 0.016% | |
4/30/2025 | Cerity Partners LLC | 31,084 | $1.87M | 0.0% | -38.6% | 0.041% | |
4/30/2025 | Allworth Financial LP | 42,327 | $2.51M | 0.0% | -5.4% | 0.056% | |
4/30/2025 | Forza Wealth Management LLC | 4,200 | $253K | 0.1% | -12.5% | 0.006% | |
4/30/2025 | Wealth Advisory Solutions LLC | 119,737 | $7.21M | 1.9% | N/A | 0.159% | |
4/30/2025 | Axxcess Wealth Management LLC | 75,724 | $4.56M | 0.1% | -3.3% | 0.101% | |
4/30/2025 | Aspen Wealth Strategies LLC | 10,863 | $654K | 0.4% | N/A | 0.014% | |
4/30/2025 | Principal Securities Inc. | 92,682 | $5.41M | 0.1% | +0.7% | 0.123% | |
4/30/2025 | Stratos Wealth Partners LTD. | 38,134 | $2.30M | 0.0% | -7.0% | 0.051% | |
4/30/2025 | Stratos Wealth Advisors LLC | 28,540 | $1.72M | 0.1% | +51.5% | 0.038% | |
4/30/2025 | Bank Hapoalim BM | 20,452 | $1.23M | 0.2% | -33.0% | 0.027% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 4,878 | $294K | 0.0% | -3.7% | 0.006% | |
4/29/2025 | Byrne Financial Freedom LLC | 4,797 | $289K | 0.2% | -11.9% | 0.006% | |
4/29/2025 | Envestnet Asset Management Inc. | 752,670 | $45.30M | 0.0% | +0.6% | 0.986% | |
4/29/2025 | Tradewinds LLC. | 11,516 | $693K | 0.2% | -49.2% | 0.015% | |
4/29/2025 | Meridian Investment Counsel Inc. | 20,038 | $1.21M | 0.4% | +3.1% | 0.026% | |
4/29/2025 | Riggs Asset Managment Co. Inc. | 78,309 | $4.71M | 1.3% | +5.9% | 0.103% | |
4/29/2025 | NORTHSTAR ASSET MANAGEMENT Co LLC | 54,645 | $3.29M | 0.8% | -11.3% | 0.072% | |
4/29/2025 | Concurrent Investment Advisors LLC | 12,106 | $729K | 0.0% | +13.1% | 0.016% | |
4/29/2025 | Wayfinding Financial LLC | 426 | $25K | 0.0% | N/A | 0.001% | |
4/29/2025 | Capital Investment Advisory Services LLC | 10,507 | $632K | 0.1% | +84.9% | 0.014% | |
4/29/2025 | Columbia River Financial Group LLC | 570 | $34K | 0.0% | N/A | 0.001% | |
4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 711,329 | $42.45M | 0.6% | +980.6% | 0.932% | |
4/28/2025 | D.A. Davidson & CO. | 11,207 | $675K | 0.0% | +2.8% | 0.015% | |
4/28/2025 | Rosenberg Matthew Hamilton | 2,411 | $145K | 0.0% | -22.0% | 0.003% | |
4/28/2025 | Mutual Advisors LLC | 14,139 | $841K | 0.0% | -10.1% | 0.019% | |
4/28/2025 | Guerra Pan Advisors LLC | 11,962 | $720K | 0.6% | -2.1% | 0.016% | |
4/28/2025 | Money Design Co. Ltd. | 42,125 | $2.54M | 0.1% | -11.8% | 0.055% | |
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4/28/2025 | Clear Creek Financial Management LLC | 14,577 | $877K | 0.1% | -13.5% | 0.019% | |
4/28/2025 | Vontobel Holding Ltd. | 9,516 | $573K | 0.0% | -20.8% | 0.012% | |
4/25/2025 | Westside Investment Management Inc. | 650 | $39K | 0.0% | +97.0% | 0.001% | |
4/25/2025 | Ameritas Advisory Services LLC | 31,422 | $1.88M | 0.1% | -7.1% | 0.041% | |
4/25/2025 | Verity Asset Management Inc. | 5,492 | $331K | 0.1% | N/A | 0.007% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 3,371 | $203K | 0.0% | -5.6% | 0.004% | |
4/25/2025 | Sovran Advisors LLC | 12,453 | $709K | 0.1% | -12.1% | 0.016% | |
4/24/2025 | Sunbelt Securities Inc. | 7,860 | $473K | 0.0% | +2.7% | 0.010% | |
4/24/2025 | Mascoma Wealth Management LLC | 8,442 | $508K | 0.1% | -5.5% | 0.011% | |
4/24/2025 | Money Concepts Capital Corp | 5,349 | $322K | 0.0% | -6.1% | 0.007% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 21,000 | $1.26M | 0.1% | -0.8% | 0.028% | |
4/24/2025 | Transcend Capital Advisors LLC | 62,490 | $3.76M | 0.3% | -9.6% | 0.082% | |
4/24/2025 | Aspect Partners LLC | 4,500 | $271K | 0.2% | +650.0% | 0.006% | |
4/24/2025 | Kraft Davis & Associates LLC | 8,093 | $461K | 0.1% | -15.0% | 0.011% | |
4/23/2025 | Balefire LLC | 44,384 | $2.67M | 0.9% | -4.2% | 0.058% | |
4/23/2025 | Western Wealth Management LLC | 4,001 | $241K | 0.0% | N/A | 0.005% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 57,942 | $3.49M | 0.3% | +1.9% | 0.076% | |
4/23/2025 | Sequoia Financial Advisors LLC | 35,025 | $2.11M | 0.0% | -6.7% | 0.046% | |
4/23/2025 | Perigon Wealth Management LLC | 5,294 | $319K | 0.0% | -8.7% | 0.007% | |
4/23/2025 | Tyche Wealth Partners LLC | 3,775 | $227K | 0.0% | -10.1% | 0.005% | |
4/23/2025 | Golden State Wealth Management LLC | 1,880 | $113K | 0.0% | +100.0% | 0.002% | |
4/23/2025 | Spire Wealth Management | 11,115 | $669K | 0.0% | -7.4% | 0.015% | |
4/23/2025 | Valicenti Advisory Services Inc. | 86,572 | $5.21M | 1.3% | +43.6% | 0.113% | |
4/23/2025 | Balance Wealth LLC | 10,155 | $611K | 0.4% | N/A | 0.013% | |
4/23/2025 | International Assets Investment Management LLC | 11,639 | $701K | 0.0% | -8.5% | 0.015% | |
4/23/2025 | Sava Infond d.o.o. | 15,200 | $915K | 0.2% | -6.5% | 0.020% | |
4/23/2025 | LaFleur & Godfrey LLC | 4,041 | $243K | 0.0% | +6.2% | 0.005% | |
4/23/2025 | Valmark Advisers Inc. | 4,627 | $278K | 0.0% | +15.5% | 0.006% | |
4/23/2025 | Oppenheimer & Co. Inc. | 14,184 | $854K | 0.0% | +11.4% | 0.019% | |
4/23/2025 | Continuum Advisory LLC | 55,105 | $3.32M | 0.4% | -1.6% | 0.072% | |
4/22/2025 | Live Oak Private Wealth LLC | 24,151 | $1.45M | 0.2% | -16.9% | 0.032% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 165,425 | $9.96M | 0.0% | -4.5% | 0.217% | |
4/22/2025 | Comprehensive Money Management Services LLC | 6,318 | $380K | 0.3% | -5.0% | 0.008% | |
4/22/2025 | Castleview Partners LLC | 5,801 | $349K | 0.2% | -3.2% | 0.008% | |
4/22/2025 | PFG Investments LLC | 25,925 | $1.56M | 0.1% | -8.4% | 0.034% | |
4/22/2025 | Dale Q Rice Investment Management Ltd | 71,592 | $4.31M | 2.2% | -1.6% | 0.094% | |
4/22/2025 | Segment Wealth Management LLC | 104,435 | $6.29M | 0.4% | -2.3% | 0.137% | |
4/21/2025 | Avior Wealth Management LLC | 7,105 | $428K | 0.0% | -41.3% | 0.009% | |
4/21/2025 | ORG Partners LLC | 989 | $59K | 0.0% | N/A | 0.001% | |
4/21/2025 | Means Investment CO. Inc. | 107,768 | $6.49M | 0.7% | -28.8% | 0.141% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 8,811 | $524K | 0.1% | -9.1% | 0.012% | |
4/21/2025 | ORG Wealth Partners LLC | 610 | $37K | 0.0% | -56.6% | 0.001% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 6,323 | $381K | 0.0% | -8.1% | 0.008% | |
4/21/2025 | Institute for Wealth Management LLC. | 29,813 | $1.79M | 0.2% | +1.8% | 0.039% | |
4/21/2025 | Ayalon Insurance Comp Ltd. | 28,799 | $1.73M | 0.6% | N/A | 0.038% | |
4/18/2025 | Cornerstone Wealth Management LLC | 14,104 | $849K | 0.1% | +40.5% | 0.018% | |
4/18/2025 | Birch Hill Investment Advisors LLC | 3,500 | $211K | 0.0% | N/A | 0.005% | |
4/18/2025 | Global Trust Asset Management LLC | 2,850 | $172K | 0.1% | +96.6% | 0.004% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 18,704 | $1.13M | 0.0% | -5.8% | 0.025% | |
4/17/2025 | Strategic Advisors LLC | 4,716 | $284K | 0.1% | -28.6% | 0.006% | |
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4/17/2025 | QRG Capital Management Inc. | 4,815 | $290K | 0.0% | N/A | 0.006% | |
4/17/2025 | Mason & Associates Inc | 4,944 | $298K | 0.1% | -89.6% | 0.006% | |
4/17/2025 | Sowell Financial Services LLC | 14,525 | $874K | 0.0% | +17.4% | 0.019% | |
4/17/2025 | Janney Montgomery Scott LLC | 105,188 | $6.33M | 0.0% | -4.4% | 0.138% | |
4/17/2025 | Keystone Wealth Services LLC | 3,525 | $212K | 0.1% | -6.5% | 0.005% | |
4/17/2025 | Sound Income Strategies LLC | 851 | $51K | 0.0% | +34.4% | 0.001% | |
4/17/2025 | Arkansas Financial Group Inc. | 190,871 | $10.67M | 1.8% | +4.1% | 0.250% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 40,419 | $2.43M | 0.1% | +1.0% | 0.053% | |
4/17/2025 | American Institute for Advanced Investment Management LLP | 4,990 | $300K | 0.2% | +12.6% | 0.007% | |
4/16/2025 | Viewpoint Investment Partners Corp | 29,302 | $1.76M | 1.0% | N/A | 0.038% | |