5/2/2025 | Kingsview Wealth Management LLC | 5,057 | $322K | 0.0% | -80.8% | 0.005% | |
5/2/2025 | Dynasty Wealth Management LLC | 1,180,260 | $75.21M | 1.1% | N/A | 1.153% | |
5/2/2025 | Parcion Private Wealth LLC | 26,773 | $1.71M | 0.1% | -95.8% | 0.026% | |
5/2/2025 | Leo Wealth LLC | 198,228 | $12.63M | 1.8% | -28.3% | 0.194% | |
5/2/2025 | Lokken Investment Group LLC | 34,094 | $2.17M | 0.9% | -1.6% | 0.033% | |
5/2/2025 | Bogart Wealth LLC | 781,232 | $49.78M | 2.3% | -4.5% | 0.763% | |
5/1/2025 | CWM LLC | 1,085,129 | $69.14M | 0.3% | +77.5% | 1.060% | |
5/1/2025 | Hughes Financial Services LLC | 733,283 | $46.77M | 9.1% | +4.6% | 0.716% | |
5/1/2025 | TruNorth Capital Management LLC | 11,628 | $741K | 0.2% | N/A | 0.011% | |
5/1/2025 | Northwest Capital Management Inc | 8,092 | $516K | 0.2% | +137.0% | 0.008% | |
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5/1/2025 | Gateway Wealth Partners LLC | 5,834 | $372K | 0.1% | +45.5% | 0.006% | |
5/1/2025 | New England Professional Planning Group Inc. | 769,347 | $49.02M | 24.4% | +4.2% | 0.751% | |
4/30/2025 | Bryant Woods Investment Advisors LLC | 69,258 | $4.41M | 2.1% | +31.9% | 0.068% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 54,486 | $3.47M | 0.1% | -24.1% | 0.053% | |
4/29/2025 | Envestnet Asset Management Inc. | 726,321 | $46.28M | 0.0% | +17.3% | 0.709% | |
4/29/2025 | Bank of New York Mellon Corp | 1,080,500 | $68.85M | 0.0% | N/A | 1.055% | |
4/29/2025 | Wayfinding Financial LLC | 10,384 | $661K | 0.3% | +4.7% | 0.010% | |
4/29/2025 | Olde Wealth Management LLC | 2,164 | $137K | 0.0% | N/A | 0.002% | |
4/29/2025 | Capital Investment Advisory Services LLC | 2,690 | $171K | 0.0% | +396.3% | 0.003% | |
4/29/2025 | Silver Oak Securities Incorporated | 41,336 | $2.66M | 0.2% | +10.4% | 0.040% | |
4/28/2025 | Bellevue Asset Management LLC | 61,582 | $3.92M | 2.1% | -10.2% | 0.060% | |
4/28/2025 | Mutual Advisors LLC | 27,234 | $1.78M | 0.1% | N/A | 0.027% | |
4/28/2025 | Buffington Mohr McNeal | 253,125 | $16.13M | 3.2% | -8.0% | 0.247% | |
4/28/2025 | First Horizon Advisors Inc. | 144,200 | $9.19M | 0.3% | +2.6% | 0.141% | |
4/28/2025 | Private Trust Co. NA | 4,678 | $298K | 0.0% | -12.3% | 0.005% | |
4/25/2025 | Kendall Capital Management | 177,832 | $11.33M | 3.3% | +124.7% | 0.174% | |
4/25/2025 | Essex Financial Services Inc. | 4,697 | $299K | 0.0% | +7.9% | 0.005% | |
4/24/2025 | Mascoma Wealth Management LLC | 152,972 | $9.75M | 2.4% | N/A | 0.149% | |
4/24/2025 | 3Chopt Investment Partners LLC | 8,476 | $540K | 0.1% | N/A | 0.008% | |
4/24/2025 | Family Investment Center Inc. | 324,082 | $20.65M | 5.0% | -24.8% | 0.317% | |
4/24/2025 | Etesian Wealth Advisors Inc. | 62,377 | $3.98M | 1.7% | +10.7% | 0.061% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 41,490 | $2.64M | 0.2% | +20.4% | 0.041% | |
4/23/2025 | Pure Financial Advisors LLC | 685,566 | $43.68M | 0.9% | N/A | 0.670% | |
4/23/2025 | Valicenti Advisory Services Inc. | 25,535 | $1.63M | 0.4% | -7.0% | 0.025% | |
4/23/2025 | BridgePort Financial Solutions LLC | 17,153 | $1.09M | 0.5% | +33.6% | 0.017% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 7,500 | $478K | 0.1% | -19.2% | 0.007% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 291,324 | $18.56M | 0.1% | +5.6% | 0.285% | |
4/22/2025 | Aspire Capital Advisors LLC | 134,067 | $8.54M | 2.5% | +23.3% | 0.131% | |
4/21/2025 | United Advisor Group LLC | 4,105 | $262K | 0.1% | N/A | 0.004% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 14,836 | $945K | 0.0% | -65.2% | 0.014% | |
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4/21/2025 | Sterling Investment Counsel LLC | 3,284 | $209K | 0.1% | -7.0% | 0.003% | |
4/21/2025 | MN Wealth Advisors LLC | 88,527 | $5.64M | 3.3% | +18.1% | 0.086% | |
4/18/2025 | Wagner Wealth Management LLC | 100,405 | $6.40M | 1.6% | +6.0% | 0.098% | |
4/17/2025 | Grimes & Company Inc. | 97,868 | $6.24M | 0.2% | +103.7% | 0.096% | |
4/17/2025 | Signature Wealth Management Group | 4,965 | $316K | 0.1% | N/A | 0.005% | |
4/17/2025 | Sagespring Wealth Partners LLC | 1,086,279 | $69.22M | 0.7% | N/A | 1.061% | |
4/17/2025 | Janney Montgomery Scott LLC | 1,117,167 | $71.19M | 0.2% | +2.2% | 1.091% | |
4/17/2025 | Cyndeo Wealth Partners LLC | 15,494 | $987K | 0.1% | N/A | 0.015% | |
4/17/2025 | Fairvoy Private Wealth LLC | 5,214 | $332K | 0.1% | N/A | 0.005% | |
4/17/2025 | Lockerman Financial Group Inc. | 11,075 | $706K | 1.1% | -4.9% | 0.011% | |
4/17/2025 | Cliftonlarsonallen Wealth Advisors LLC | 421,219 | $26.84M | 0.5% | +34.3% | 0.411% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 158,077 | $10.07M | 0.0% | +5.6% | 0.154% | |
4/16/2025 | Marshall Financial Group LLC | 22,644 | $1.44M | 0.3% | -6.0% | 0.022% | |
4/16/2025 | Smithbridge Asset Management Inc. DE | 114,933 | $7.32M | 1.4% | N/A | 0.112% | |
4/15/2025 | Greenwood Capital Associates LLC | 60,134 | $3.83M | 0.5% | +37.0% | 0.059% | |
4/15/2025 | Paladin Advisory Group LLC | 805 | $51K | 0.0% | N/A | 0.001% | |
4/15/2025 | EdgeRock Capital LLC | 119,934 | $7.64M | 5.4% | N/A | 0.117% | |
4/15/2025 | Shira Ridge Wealth Management | 3,687 | $235K | 0.1% | -6.3% | 0.004% | |
4/14/2025 | Pallas Capital Advisors LLC | 251,528 | $16.03M | 0.7% | +0.6% | 0.246% | |
4/14/2025 | Farther Finance Advisors LLC | 7,186 | $458K | 0.0% | +138.3% | 0.007% | |
4/14/2025 | Park Avenue Securities LLC | 84,831 | $5.41M | 0.1% | +3.2% | 0.083% | |
4/11/2025 | Elk River Wealth Management LLC | 365,172 | $23.27M | 4.4% | +6.4% | 0.358% | |
4/11/2025 | Unique Wealth LLC | 71,953 | $4.59M | 0.9% | N/A | 0.070% | |
4/11/2025 | Choice Wealth Advisors LLC | 309,128 | $19.70M | 10.3% | -1.2% | 0.303% | |
4/10/2025 | Lake Street Private Wealth LLC | 9,403 | $599K | 0.1% | -5.0% | 0.009% | |
4/10/2025 | Wealth Alliance Advisory Group LLC | 7,056 | $450K | 0.1% | -97.4% | 0.007% | |
4/10/2025 | Firethorn Wealth Partners LLC | 4,748 | $303K | 0.1% | +7.9% | 0.005% | |
4/10/2025 | Richard P Slaughter Associates Inc | 627,065 | $39.96M | 9.3% | +100.1% | 0.614% | |
4/9/2025 | HBW Advisory Services LLC | 28,019 | $1.79M | 0.3% | +87.0% | 0.027% | |
4/9/2025 | Kaizen Financial Strategies | 52,848 | $3.37M | 1.9% | N/A | 0.052% | |
4/8/2025 | Lowe Wealth Advisors LLC | 1,086 | $69K | 0.0% | N/A | 0.001% | |
4/1/2025 | MassMutual Private Wealth & Trust FSB | 16,966 | $1.08M | 0.0% | -6.9% | 0.017% | |
3/24/2025 | Mascagni Wealth Management Inc. | 509 | $30K | 0.0% | N/A | 0.001% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 149,757 | $8.76M | 0.0% | +183.9% | 0.151% | |
2/28/2025 | BridgePort Financial Solutions LLC | 12,840 | $816K | 0.4% | N/A | 0.012% | |
2/24/2025 | Great Valley Advisor Group Inc. | 734,829 | $43.00M | 1.0% | +11.0% | 0.671% | |
2/21/2025 | Ascent Group LLC | 12,399 | $725K | 0.1% | -2.3% | 0.011% | |
2/19/2025 | ARQ Wealth Advisors LLC | 49,992 | $2.93M | 1.1% | -20.3% | 0.046% | |
2/18/2025 | GTS Securities LLC | 24,279 | $1.42M | 0.1% | N/A | 0.024% | |
2/17/2025 | Francis Financial Inc. | 43,980 | $2.57M | 0.6% | N/A | 0.044% | |
2/17/2025 | Cetera Investment Advisers | 543,830 | $31.82M | 0.1% | +12.5% | 0.545% | |
2/17/2025 | Captrust Financial Advisors | 12,047 | $705K | 0.0% | +8.2% | 0.012% | |
2/17/2025 | Bank of America Corp DE | 66,381 | $3.88M | 0.0% | +7,849.8% | 0.067% | |
2/14/2025 | Jane Street Group LLC | 364,619 | $21.33M | 0.0% | +1,195.7% | 0.365% | |
2/14/2025 | Lido Advisors LLC | 375,521 | $21.97M | 0.1% | N/A | 0.376% | |
2/14/2025 | Tradition Wealth Management LLC | 197,879 | $11.58M | 1.0% | +1,978.8% | 0.198% | |
2/14/2025 | MML Investors Services LLC | 130,539 | $7.64M | 0.0% | -2.0% | 0.131% | |
2/14/2025 | GeoWealth Management LLC | 4,675 | $274K | 0.0% | -8.8% | 0.005% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 7,046 | $427K | 0.0% | +17.1% | 0.007% | |
2/13/2025 | Garden State Investment Advisory Services LLC | 78,763 | $4.61M | 1.4% | -32.6% | 0.079% | |
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2/13/2025 | CreativeOne Wealth LLC | 24,483 | $1.43M | 0.0% | +8.2% | 0.025% | |
2/13/2025 | Mariner LLC | 5,221 | $305K | 0.0% | -6.3% | 0.005% | |
2/13/2025 | Rockefeller Capital Management L.P. | 213,969 | $12.52M | 0.0% | +2.4% | 0.214% | |
2/13/2025 | Raymond James Financial Inc. | 319,857 | $18.72M | 0.0% | N/A | 0.321% | |
2/13/2025 | FMR LLC | 11,158,235 | $652.87M | 0.0% | -8.3% | 11.183% | |
2/13/2025 | Envestnet Asset Management Inc. | 619,441 | $36.24M | 0.0% | +5.5% | 0.621% | |
2/13/2025 | Wells Fargo & Company MN | 545 | $32K | 0.0% | +1,197.6% | 0.001% | |
2/12/2025 | World Investment Advisors | 6,344 | $371K | 0.0% | +14.5% | 0.006% | |
2/12/2025 | Lokken Investment Group LLC | 34,654 | $2.03M | 0.9% | +1.3% | 0.035% | |
2/12/2025 | Level Four Advisory Services LLC | 400,284 | $23.42M | 1.0% | -7.7% | 0.401% | |