7/10/2025 | Wealth Enhancement Advisory Services LLC | 5,888 | $298K | 0.0% | N/A | 0.043% | |
7/9/2025 | Towerpoint Wealth LLC | 4,374 | $218K | 0.1% | N/A | 0.032% | |
7/9/2025 | Breakwater Capital Group | 7,210 | $359K | 0.1% | -12.0% | 0.053% | |
5/21/2025 | Geneos Wealth Management Inc. | 2,354 | $106K | 0.0% | +508.3% | 0.017% | |
5/20/2025 | Focus Partners Wealth | 1,823,354 | $82.14M | 0.2% | +303.0% | 13.506% | |
5/19/2025 | Jane Street Group LLC | 38,309 | $1.73M | 0.0% | +249.2% | 0.284% | |
5/16/2025 | Cape Investment Advisory Inc. | 2,924 | $132K | 0.1% | -14.0% | 0.022% | |
5/16/2025 | Jones Financial Companies Lllp | 37,257 | $1.68M | 0.0% | +815.0% | 0.276% | |
5/15/2025 | Royal Bank of Canada | 43,490 | $1.96M | 0.0% | -4.8% | 0.322% | |
5/14/2025 | CreativeOne Wealth LLC | 13,777 | $621K | 0.0% | +8.3% | 0.102% | |
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5/14/2025 | Comerica Bank | 5,075 | $229K | 0.0% | +20.4% | 0.038% | |
5/14/2025 | Smartleaf Asset Management LLC | 2,373 | $107K | 0.0% | +23.2% | 0.018% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 465,332 | $20.96M | 0.0% | +6.0% | 3.447% | |
5/14/2025 | Phoenix Wealth Advisors | 26,367 | $1.19M | 0.5% | -25.2% | 0.195% | |
5/14/2025 | CW Advisors LLC | 4,870 | $219K | 0.0% | N/A | 0.036% | |
5/14/2025 | Flow Traders U.S. LLC | 17,093 | $770K | 0.0% | N/A | 0.127% | |
5/13/2025 | Raymond James Financial Inc. | 117,214 | $5.28M | 0.0% | +1.1% | 0.868% | |
5/12/2025 | Beam Wealth Advisors Inc. | 36,500 | $1.64M | 0.6% | +21.8% | 0.270% | |
5/9/2025 | Ritter Daniher Financial Advisory LLC DE | 3,054 | $138K | 0.0% | -7.8% | 0.023% | |
5/9/2025 | Atria Wealth Solutions Inc. | 6,637 | $299K | 0.0% | -8.3% | 0.049% | |
5/8/2025 | Certified Advisory Corp | 73,038 | $3.29M | 0.4% | -1.9% | 0.541% | |
5/8/2025 | Harbour Investments Inc. | 3,777 | $170K | 0.0% | +18.6% | 0.028% | |
5/7/2025 | Creekside Partners | 20,205 | $910K | 0.5% | -4.9% | 0.150% | |
5/7/2025 | LPL Financial LLC | 396,814 | $17.88M | 0.0% | +2.0% | 2.939% | |
5/6/2025 | Cetera Investment Advisers | 31,501 | $1.42M | 0.0% | +1.1% | 0.233% | |
5/6/2025 | Avantax Advisory Services Inc. | 398,979 | $17.97M | 0.1% | +1.1% | 2.955% | |
5/6/2025 | Atria Investments Inc | 283,155 | $12.76M | 0.2% | +1.3% | 2.097% | |
5/6/2025 | NorthStar Asset Management LLC NJ | 86,679 | $3.91M | 1.2% | +7.1% | 0.642% | |
5/6/2025 | Opes Wealth Management LLC | 118,200 | $5.33M | 1.1% | +13.2% | 0.876% | |
5/2/2025 | Montis Financial LLC | 5,327 | $240K | 0.1% | -16.8% | 0.037% | |
5/1/2025 | Key Financial Inc | 18,083 | $815K | 0.2% | +20.6% | 0.126% | |
5/1/2025 | LRI Investments LLC | 46,497 | $2.10M | 0.2% | -4.3% | 0.324% | |
5/1/2025 | CWM LLC | 292,644 | $13.18M | 0.1% | +79.5% | 2.039% | |
4/30/2025 | Black Diamond Financial LLC | 143,342 | $6.46M | 1.0% | -4.6% | 0.999% | |
4/29/2025 | TD Private Client Wealth LLC | 7,019 | $316K | 0.0% | -57.5% | 0.049% | |
4/29/2025 | Envestnet Asset Management Inc. | 23,865 | $1.08M | 0.0% | -28.1% | 0.166% | |
4/25/2025 | Mather Group LLC. | 886 | $40K | 0.0% | N/A | 0.006% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 26,041 | $1.17M | 0.1% | -3.0% | 0.181% | |
4/22/2025 | Flagship Harbor Advisors LLC | 29,508 | $1.33M | 0.1% | +1.2% | 0.206% | |
4/22/2025 | Rodgers & Associates LTD | 31,288 | $1.41M | 0.2% | +1.3% | 0.218% | |
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4/22/2025 | Madison Wealth Partners Inc | 7,137 | $322K | 0.1% | -9.0% | 0.050% | |
4/22/2025 | Veridan Wealth LLC | 29,689 | $1.34M | 0.6% | +11.4% | 0.207% | |
4/21/2025 | Shelton Wealth Management LLC | 21,878 | $986K | 0.5% | -7.1% | 0.152% | |
4/21/2025 | Avior Wealth Management LLC | 10,238 | $461K | 0.0% | -12.5% | 0.071% | |
4/21/2025 | Jim Saulnier & Associates LLC | 5,366 | $242K | 0.2% | +5.0% | 0.037% | |
4/21/2025 | PSI Advisors LLC | 982 | $44K | 0.0% | N/A | 0.007% | |
4/16/2025 | Opal Wealth Advisors LLC | 3,146 | $142K | 0.0% | N/A | 0.022% | |
4/16/2025 | IAG Wealth Partners LLC | 74,902 | $3.37M | 0.5% | +5.0% | 0.522% | |
4/16/2025 | Steele Capital Management Inc. | 165,300 | $7.45M | 0.4% | -0.3% | 1.152% | |
4/15/2025 | Ipsen Advisor Group LLC | 108,898 | $4.91M | 4.2% | +1.8% | 0.759% | |
4/14/2025 | Farther Finance Advisors LLC | 4,916 | $222K | 0.0% | +70,128.6% | 0.034% | |
4/10/2025 | Matrix Trust Co | 165,300 | $7.45M | 1.3% | -0.3% | 1.140% | |
4/9/2025 | Merit Financial Group LLC | 4,939 | $222K | 0.0% | -32.1% | 0.034% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 4,112 | $203K | 0.0% | -5.7% | 0.031% | |
2/17/2025 | Focus Partners Wealth | 452,482 | $22.38M | 0.1% | +1.8% | 3.724% | |
2/17/2025 | Cetera Investment Advisers | 31,145 | $1.54M | 0.0% | +11.0% | 0.256% | |
2/17/2025 | Captrust Financial Advisors | 5,649 | $279K | 0.0% | +6.3% | 0.046% | |
2/17/2025 | Bank of America Corp DE | 412,775 | $20.42M | 0.0% | +6.4% | 3.397% | |
2/17/2025 | Benjamin Edwards Inc. | 4,808 | $238K | 0.0% | N/A | 0.040% | |
2/17/2025 | Ameriprise Financial Inc. | 108,275 | $5.36M | 0.0% | +22.3% | 0.891% | |
2/14/2025 | Gallagher Fiduciary Advisors LLC | 281,596 | $13.93M | 2.7% | -11.8% | 2.318% | |
2/14/2025 | Jane Street Group LLC | 10,972 | $543K | 0.0% | N/A | 0.090% | |
2/14/2025 | Lido Advisors LLC | 11,041 | $546K | 0.0% | N/A | 0.091% | |
2/14/2025 | MML Investors Services LLC | 81,479 | $4.03M | 0.0% | -0.8% | 0.671% | |
2/13/2025 | NewEdge Advisors LLC | 18,673 | $924K | 0.0% | +146.0% | 0.154% | |
2/13/2025 | CreativeOne Wealth LLC | 12,726 | $629K | 0.0% | -3.2% | 0.105% | |
2/13/2025 | Mariner LLC | 60,289 | $2.98M | 0.0% | +0.5% | 0.496% | |
2/13/2025 | Raymond James Financial Inc. | 115,954 | $5.74M | 0.0% | N/A | 0.954% | |
2/13/2025 | Advisory Services Network LLC | 4,251 | $210K | 0.0% | N/A | 0.035% | |
2/13/2025 | Envestnet Asset Management Inc. | 33,202 | $1.64M | 0.0% | -0.8% | 0.273% | |
2/13/2025 | Perennial Investment Advisors LLC | 19,870 | $983K | 0.1% | +7.5% | 0.164% | |
2/13/2025 | Wells Fargo & Company MN | 165,142 | $8.17M | 0.0% | -1.9% | 1.359% | |
2/12/2025 | Physician Wealth Advisors Inc. | 985 | $49K | 0.0% | N/A | 0.008% | |
2/12/2025 | JPMorgan Chase & Co. | 1,087,416 | $53.78M | 0.0% | +0.3% | 8.950% | |
2/12/2025 | Ipsen Advisor Group LLC | 107,024 | $5.29M | 4.5% | N/A | 0.881% | |
2/11/2025 | LPL Financial LLC | 388,941 | $19.24M | 0.0% | +9.6% | 3.201% | |
2/11/2025 | Millstone Evans Group LLC | 750 | $37K | 0.0% | N/A | 0.006% | |
2/11/2025 | TD Private Client Wealth LLC | 16,509 | $817K | 0.0% | +13.1% | 0.136% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 26,833 | $1.33M | 0.1% | +356.0% | 0.221% | |
2/10/2025 | Harbour Investments Inc. | 3,185 | $158K | 0.0% | +40.3% | 0.026% | |
2/10/2025 | Corient Private Wealth LLC | 12,431 | $615K | 0.0% | -39.6% | 0.102% | |
2/10/2025 | Montis Financial LLC | 6,405 | $317K | 0.1% | N/A | 0.053% | |
2/10/2025 | Commonwealth Equity Services LLC | 78,135 | $3.87M | 0.0% | +1.1% | 0.643% | |
2/10/2025 | Avantax Advisory Services Inc. | 394,518 | $19.51M | 0.1% | +4.3% | 3.247% | |
2/7/2025 | HighTower Advisors LLC | 44,442 | $2.20M | 0.0% | +0.8% | 0.366% | |
2/7/2025 | Beam Wealth Advisors Inc. | 29,978 | $1.48M | 0.5% | +2.7% | 0.247% | |
2/6/2025 | Raymond James Financial Inc. | 115,954 | $5.74M | 0.0% | N/A | 0.954% | |
2/6/2025 | Atria Investments Inc | 279,454 | $13.82M | 0.2% | -12.0% | 2.300% | |
2/6/2025 | Synergy Investment Management LLC | 1,416 | $70K | 0.0% | N/A | 0.012% | |
2/6/2025 | Jones Financial Companies Lllp | 4,072 | $201K | 0.0% | +34.3% | 0.034% | |
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2/5/2025 | Veridan Wealth LLC | 26,652 | $1.36M | 0.6% | N/A | 0.219% | |
2/4/2025 | Synergy Financial Group LTD | 7,192 | $356K | 0.3% | N/A | 0.059% | |
2/4/2025 | Black Diamond Financial LLC | 150,248 | $7.43M | 1.1% | +5.5% | 1.237% | |
2/3/2025 | Private Advisor Group LLC | 21,653 | $1.07M | 0.0% | +2.5% | 0.178% | |
1/31/2025 | Global Retirement Partners LLC | 12,333 | $610K | 0.0% | -5.5% | 0.102% | |
1/31/2025 | Steele Capital Management Inc. | 165,751 | $8.20M | 0.4% | -0.4% | 1.364% | |
1/31/2025 | Key Financial Inc | 14,996 | $742K | 0.2% | +11.9% | 0.123% | |
1/31/2025 | Atria Wealth Solutions Inc. | 7,236 | $358K | 0.0% | N/A | 0.060% | |
1/30/2025 | Valmark Advisers Inc. | 7,982 | $395K | 0.0% | -51.1% | 0.066% | |
1/30/2025 | Principal Securities Inc. | 8,923 | $441K | 0.0% | +36.9% | 0.073% | |