5/2/2025 | Kingsview Wealth Management LLC | 69,233 | $1.49M | 0.0% | -12.1% | 0.216% | |
5/2/2025 | Sigma Planning Corp | 58,578 | $1.26M | 0.0% | -31.6% | 0.183% | |
5/1/2025 | CWM LLC | 1,344 | $29K | 0.0% | -60.9% | 0.004% | |
5/1/2025 | Stephens Inc. AR | 685,013 | $14.73M | 0.2% | +4.1% | 2.141% | |
5/1/2025 | Park Square Financial Group LLC | 59,826 | $1.29M | 1.0% | -25.4% | 0.187% | |
5/1/2025 | Gateway Wealth Partners LLC | 61,203 | $1.32M | 0.3% | +12.0% | 0.191% | |
4/30/2025 | Synergy Investment Management LLC | 9,156 | $197K | 0.1% | +9.5% | 0.029% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,137,783 | $24.46M | 0.0% | +4.6% | 3.556% | |
4/29/2025 | Concurrent Investment Advisors LLC | 47,322 | $1.02M | 0.0% | +6.3% | 0.148% | |
4/29/2025 | Bank of New York Mellon Corp | 140,688 | $3.03M | 0.0% | -12.0% | 0.440% | |
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4/29/2025 | Aurora Private Wealth Inc. | 42,931 | $923K | 0.2% | N/A | 0.134% | |
4/28/2025 | Rossby Financial LCC | 4,442 | $95K | 0.0% | N/A | 0.014% | |
4/23/2025 | Western Wealth Management LLC | 105,291 | $2.26M | 0.1% | -17.2% | 0.329% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 2,010 | $43K | 0.0% | -95.4% | 0.006% | |
4/23/2025 | Perigon Wealth Management LLC | 20,387 | $438K | 0.0% | +6.5% | 0.064% | |
4/23/2025 | HBK Sorce Advisory LLC | 14,650 | $315K | 0.0% | N/A | 0.046% | |
4/23/2025 | Ferguson Shapiro LLC | 18,403 | $396K | 0.1% | +3.1% | 0.058% | |
4/23/2025 | Aurora Private Wealth Inc. | 42,931 | $923K | 0.0% | N/A | 0.134% | |
4/23/2025 | Financial Enhancement Group LLC | 1,004,933 | $21.04M | 3.3% | +45.6% | 3.140% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 588,451 | $12.65M | 2.6% | +49.9% | 1.839% | |
4/23/2025 | Oppenheimer & Co. Inc. | 36,154 | $777K | 0.0% | -12.5% | 0.113% | |
4/22/2025 | TrueMark Investments LLC | 10,535 | $227K | 0.1% | -50.1% | 0.033% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 884,945 | $19.03M | 0.1% | -2.9% | 2.765% | |
4/22/2025 | Midwest Financial Group LLC | 102,402 | $2.20M | 1.3% | -5.4% | 0.320% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 100,883 | $2.17M | 0.0% | -10.9% | 0.315% | |
4/21/2025 | Centennial Wealth Advisory LLC | 58,967 | $1.27M | 0.5% | +12.7% | 0.184% | |
4/17/2025 | Janney Montgomery Scott LLC | 239,813 | $5.16M | 0.0% | -34.7% | 0.749% | |
4/17/2025 | Tcfg Wealth Management LLC | 79,559 | $1.71M | 0.9% | N/A | 0.249% | |
4/16/2025 | Marshall Financial Group LLC | 690,417 | $14.84M | 3.2% | +2.0% | 2.158% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 4,294 | $92K | 0.0% | N/A | 0.013% | |
4/15/2025 | Integrated Advisors Network LLC | 22,308 | $480K | 0.0% | -22.7% | 0.070% | |
4/14/2025 | Park Avenue Securities LLC | 43,545 | $936K | 0.0% | -7.1% | 0.136% | |
4/10/2025 | Accel Wealth Management | 61,627 | $1.33M | 0.5% | -20.2% | 0.200% | |
4/9/2025 | HBW Advisory Services LLC | 10,366 | $223K | 0.0% | N/A | 0.034% | |
2/28/2025 | Park Square Financial Group LLC | 80,178 | $1.67M | 1.2% | N/A | 0.255% | |
2/25/2025 | Integrated Advisors Network LLC | 28,864 | $602K | 0.0% | +4.9% | 0.092% | |
2/17/2025 | Visionary Wealth Advisors | 88,606 | $1.85M | 0.1% | -23.2% | 0.413% | |
2/17/2025 | Snowden Capital Advisors LLC | 45,552 | $949K | 0.0% | -5.9% | 0.212% | |
2/17/2025 | Royal Bank of Canada | 864,781 | $18.02M | 0.0% | +3.6% | 4.032% | |
2/17/2025 | CoreCap Advisors LLC | 202,224 | $4.21M | 0.2% | +127.6% | 0.943% | |
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2/17/2025 | Cetera Investment Advisers | 389,155 | $8.11M | 0.0% | +7.0% | 1.814% | |
2/17/2025 | Citadel Advisors LLC | 489,771 | $10.21M | 0.0% | N/A | 2.283% | |
2/17/2025 | Benjamin Edwards Inc. | 116,067 | $2.42M | 0.0% | +32.6% | 0.541% | |
2/17/2025 | Ameriprise Financial Inc. | 29,884 | $623K | 0.0% | N/A | 0.139% | |
2/14/2025 | Jane Street Group LLC | 20,003 | $417K | 0.0% | N/A | 0.093% | |
2/14/2025 | Comerica Bank | 5,763 | $120K | 0.0% | -51.6% | 0.027% | |
2/14/2025 | Coppell Advisory Solutions LLC | 84,051 | $1.76M | 0.2% | +37.5% | 0.392% | |
2/14/2025 | Stifel Financial Corp | 44,262 | $922K | 0.0% | -79.6% | 0.206% | |
2/14/2025 | Coastline Trust Co | 11,820 | $246K | 0.0% | -26.3% | 0.055% | |
2/14/2025 | First Trust Advisors LP | 235,959 | $4.92M | 0.0% | +2.2% | 1.100% | |
2/14/2025 | GeoWealth Management LLC | 15,722 | $328K | 0.0% | -57.7% | 0.073% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 16,919 | $353K | 0.0% | +6.3% | 0.079% | |
2/13/2025 | NewEdge Advisors LLC | 240,934 | $5.02M | 0.0% | +1.2% | 1.123% | |
2/13/2025 | LaSalle St. Investment Advisors LLC | 23,600 | $491K | 0.2% | N/A | 0.110% | |
2/13/2025 | Summit Investment Advisors Inc. | 30,577 | $637K | 0.6% | +11.7% | 0.143% | |
2/13/2025 | Raymond James Financial Inc. | 1,366,849 | $28.49M | 0.0% | N/A | 6.372% | |
2/13/2025 | Envestnet Asset Management Inc. | 1,087,483 | $22.66M | 0.0% | -3.6% | 5.070% | |
2/13/2025 | Wells Fargo & Company MN | 1,770 | $37K | 0.0% | +588.7% | 0.008% | |
2/12/2025 | OLD Mission Capital LLC | 27,667 | $577K | 0.0% | N/A | 0.129% | |
2/12/2025 | FSB Premier Wealth Management Inc. | 98,771 | $2.06M | 0.8% | +36.5% | 0.460% | |
2/12/2025 | BlueChip Wealth Advisors LLC | 11,125 | $232K | 0.1% | N/A | 0.052% | |
2/12/2025 | Tucker Asset Management LLC | 4,711 | $98K | 0.0% | +121.2% | 0.022% | |
2/12/2025 | Orion Portfolio Solutions LLC | 121,354 | $2.53M | 0.0% | +6.0% | 0.566% | |
2/12/2025 | Core Wealth Partners LLC | 39,410 | $821K | 0.5% | -1.5% | 0.184% | |
2/12/2025 | TrueMark Investments LLC | 21,106 | $440K | 0.1% | N/A | 0.098% | |
2/11/2025 | Sequent Planning LLC | 121,104 | $2.52M | 0.9% | +1.8% | 0.565% | |
2/11/2025 | LPL Financial LLC | 2,925,779 | $60.97M | 0.0% | +2.9% | 13.640% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 43,527 | $907K | 0.1% | -6.6% | 0.203% | |
2/10/2025 | Harbour Investments Inc. | 409,842 | $8.54M | 0.2% | +7.7% | 1.911% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 113,260 | $2.36M | 0.0% | -7.9% | 0.528% | |
2/10/2025 | Commonwealth Equity Services LLC | 490,746 | $10.23M | 0.0% | +3.0% | 2.288% | |
2/10/2025 | Avantax Advisory Services Inc. | 201,476 | $4.20M | 0.0% | +18.9% | 0.939% | |
2/7/2025 | PFG Advisors | 45,254 | $943K | 0.1% | +65.4% | 0.211% | |
2/7/2025 | HighTower Advisors LLC | 857,450 | $17.87M | 0.0% | -8.7% | 3.997% | |
2/7/2025 | Independent Advisor Alliance | 66,840 | $1.39M | 0.0% | N/A | 0.312% | |
2/7/2025 | FWG Holdings LLC | 373,883 | $7.82M | 3.8% | N/A | 1.743% | |
2/6/2025 | Raymond James Financial Inc. | 1,366,849 | $28.49M | 0.0% | N/A | 6.372% | |
2/6/2025 | Assetmark Inc. | 147,116 | $3.07M | 0.0% | +18.3% | 0.686% | |
2/6/2025 | Synergy Investment Management LLC | 8,361 | $174K | 0.1% | N/A | 0.039% | |
2/5/2025 | SRS Capital Advisors Inc. | 265,901 | $5.54M | 0.3% | N/A | 1.240% | |
2/5/2025 | Maia Wealth LLC | 49,808 | $1.04M | 0.2% | +13.0% | 0.232% | |
2/5/2025 | US Bancorp DE | 10,628 | $221K | 0.0% | +30.8% | 0.050% | |
2/5/2025 | Private Trust Co. NA | 3,294 | $69K | 0.0% | +41.6% | 0.015% | |
2/4/2025 | Bank of New York Mellon Corp | 159,942 | $3.33M | 0.0% | -8.9% | 0.746% | |
2/4/2025 | Holistic Financial Partners | 235,344 | $4.91M | 2.4% | -6.7% | 1.097% | |
2/4/2025 | IFP Advisors Inc | 71,997 | $1.50M | 0.0% | -9.8% | 0.336% | |
2/3/2025 | Sigma Planning Corp | 85,596 | $1.78M | 0.1% | -58.8% | 0.399% | |
2/3/2025 | Concurrent Investment Advisors LLC | 44,531 | $928K | 0.0% | N/A | 0.208% | |
1/31/2025 | Global Retirement Partners LLC | 23,001 | $479K | 0.0% | -70.2% | 0.107% | |
1/31/2025 | Atria Wealth Solutions Inc. | 1,031,467 | $21.50M | 0.2% | -3.7% | 4.809% | |
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1/31/2025 | Truist Financial Corp | 46,607 | $971K | 0.0% | -30.6% | 0.217% | |
1/31/2025 | Sanctuary Advisors LLC | 41,422 | $869K | 0.0% | +5.4% | 0.193% | |
1/30/2025 | Csenge Advisory Group | 671,085 | $13.99M | 0.8% | -0.6% | 3.129% | |
1/30/2025 | Principal Securities Inc. | 16,805 | $350K | 0.0% | +7.0% | 0.078% | |
1/30/2025 | Walkner Condon Financial Advisors LLC | 392,513 | $8.18M | 1.7% | +4.1% | 1.830% | |
1/29/2025 | Gladstone Institutional Advisory LLC | 370,857 | $7.73M | 0.4% | -59.5% | 1.729% | |
1/28/2025 | Kestra Private Wealth Services LLC | 28,258 | $589K | 0.0% | -13.7% | 0.132% | |
1/28/2025 | Stephens Inc. AR | 657,818 | $13.71M | 0.2% | -9.9% | 3.067% | |
1/28/2025 | Kingsview Wealth Management LLC | 78,749 | $1.64M | 0.0% | -14.0% | 0.367% | |
1/28/2025 | Apollon Wealth Management LLC | 13,575 | $283K | 0.0% | -5.4% | 0.063% | |