5/2/2025 | Retirement Planning Co of New England Inc. | 7,200 | $572K | 0.2% | +148.4% | 0.024% | |
5/2/2025 | Acas LLC | 5,812 | $463K | 0.4% | -7.9% | 0.019% | |
5/2/2025 | Kingsview Wealth Management LLC | 44,239 | $3.52M | 0.1% | -0.8% | 0.145% | |
5/2/2025 | Parcion Private Wealth LLC | 205,398 | $16.32M | 1.3% | -75.3% | 0.672% | |
5/2/2025 | Segall Bryant & Hamill LLC | 142,835 | $11.35M | 0.2% | -9.8% | 0.468% | |
5/2/2025 | Mosaic Family Wealth Partners LLC | 18,318 | $1.46M | 0.2% | +54.4% | 0.060% | |
5/1/2025 | Florida Financial Advisors LLC | 21,763 | $1.69M | 0.7% | +63.3% | 0.071% | |
5/1/2025 | CWM LLC | 32,126 | $2.55M | 0.0% | +11.1% | 0.105% | |
5/1/2025 | Iron Horse Wealth Management LLC | 1,380 | $110K | 0.0% | +22.1% | 0.005% | |
5/1/2025 | Westmount Partners LLC | 2,817 | $224K | 0.1% | N/A | 0.009% | |
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4/30/2025 | Cerity Partners LLC | 7,885 | $627K | 0.0% | -30.2% | 0.026% | |
4/30/2025 | Allworth Financial LP | 5,904 | $464K | 0.0% | -9.3% | 0.019% | |
4/30/2025 | Heritage Wealth Management Inc. CA | 23,985 | $1.91M | 1.4% | +5.9% | 0.079% | |
4/30/2025 | Moloney Securities Asset Management LLC | 12,121 | $963K | 0.1% | -14.7% | 0.040% | |
4/30/2025 | Rehmann Capital Advisory Group | 289,282 | $22.99M | 1.4% | +10.8% | 0.947% | |
4/30/2025 | John W. Brooker & Co. CPAs | 6,457 | $513K | 0.2% | -3.4% | 0.021% | |
4/30/2025 | Arcadia Investment Management Corp MI | 650 | $52K | 0.0% | -48.0% | 0.002% | |
4/30/2025 | AlphaStar Capital Management LLC | 17,472 | $1.39M | 0.2% | +12.8% | 0.057% | |
4/30/2025 | LTG Capital LLC | 13,636 | $1.08M | 1.0% | -1.2% | 0.045% | |
4/30/2025 | Stratos Wealth Advisors LLC | 4,371 | $347K | 0.0% | -8.6% | 0.014% | |
4/30/2025 | Stratos Wealth Partners LTD. | 62,736 | $4.99M | 0.1% | +29.6% | 0.205% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 24,390 | $1.94M | 0.1% | +55.3% | 0.080% | |
4/29/2025 | Envestnet Asset Management Inc. | 769,747 | $61.16M | 0.0% | +23.6% | 2.520% | |
4/29/2025 | Bank of New York Mellon Corp | 5,777 | $459K | 0.0% | -5.2% | 0.019% | |
4/29/2025 | World Investment Advisors | 18,970 | $1.51M | 0.0% | +3.4% | 0.062% | |
4/29/2025 | Brookstone Capital Management | 25,121 | $2.00M | 0.0% | +76.3% | 0.082% | |
4/29/2025 | Avantax Planning Partners Inc. | 215,528 | $17.13M | 0.6% | -26.2% | 0.705% | |
4/29/2025 | Courage Miller Partners LLC | 29,813 | $2.37M | 0.8% | +3.5% | 0.098% | |
4/29/2025 | Onyx Bridge Wealth Group LLC | 5,185 | $412K | 0.1% | -5.4% | 0.017% | |
4/28/2025 | Private Trust Co. NA | 2,689 | $214K | 0.0% | +30.2% | 0.009% | |
4/28/2025 | Swmg LLC | 3,782 | $296K | 0.1% | -75.9% | 0.012% | |
4/28/2025 | Rossby Financial LCC | 402 | $32K | 0.0% | N/A | 0.001% | |
4/28/2025 | Clear Creek Financial Management LLC | 4,909 | $390K | 0.0% | -3.6% | 0.016% | |
4/28/2025 | Salomon & Ludwin LLC | 15,465 | $1.23M | 0.1% | +18.3% | 0.051% | |
4/25/2025 | JNBA Financial Advisors | 111,675 | $8.87M | 0.9% | -4.6% | 0.366% | |
4/25/2025 | Mather Group LLC. | 395 | $31K | 0.0% | N/A | 0.001% | |
4/25/2025 | Koshinski Asset Management Inc. | 33,473 | $2.66M | 0.2% | -4.9% | 0.110% | |
4/25/2025 | Convergence Financial LLC | 230,823 | $18.34M | 3.6% | +1.9% | 0.756% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 3,357 | $267K | 0.0% | -8.6% | 0.011% | |
4/23/2025 | SFG Wealth Management LLC. | 130,923 | $10.40M | 5.1% | +5.0% | 0.429% | |
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4/23/2025 | KPP Advisory Services LLC | 7,225 | $574K | 0.1% | +5.5% | 0.024% | |
4/23/2025 | Pure Financial Advisors LLC | 12,783 | $1.02M | 0.0% | -3.0% | 0.042% | |
4/23/2025 | Spire Wealth Management | 5,805 | $461K | 0.0% | +10.0% | 0.019% | |
4/23/2025 | Keudell Morrison Wealth Management | 3,509 | $279K | 0.1% | +28.3% | 0.011% | |
4/23/2025 | GHP Investment Advisors Inc. | 298,859 | $23.75M | 1.1% | +2.7% | 0.978% | |
4/22/2025 | Rodgers & Associates LTD | 194,782 | $15.48M | 1.9% | +3.4% | 0.638% | |
4/22/2025 | Sage Financial Group Inc. | 18,842 | $1.50M | 0.1% | -9.8% | 0.062% | |
4/22/2025 | Denver Wealth Management Inc. | 8,131 | $646K | 0.3% | -61.6% | 0.027% | |
4/21/2025 | Brady Martz Wealth Solutions LLC | 13,147 | $1.05M | 0.2% | -15.0% | 0.043% | |
4/21/2025 | ERn Financial LLC | 105,891 | $8.41M | 1.3% | -1.6% | 0.347% | |
4/21/2025 | Centennial Wealth Advisory LLC | 14,429 | $1.15M | 0.4% | +23.3% | 0.047% | |
4/21/2025 | CWA Asset Management Group LLC | 16,993 | $1.35M | 0.1% | N/A | 0.056% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 32,214 | $2.56M | 0.1% | +1.9% | 0.105% | |
4/18/2025 | GSB Wealth Management LLC | 7,463 | $593K | 0.2% | -1.9% | 0.024% | |
4/18/2025 | CENTRAL TRUST Co | 13,507 | $1.07M | 0.0% | -1.7% | 0.044% | |
4/18/2025 | Financial Freedom LLC | 3,323 | $264K | 0.2% | -6.4% | 0.011% | |
4/17/2025 | Janney Montgomery Scott LLC | 5,589 | $444K | 0.0% | -8.6% | 0.018% | |
4/17/2025 | Cyndeo Wealth Partners LLC | 8,520 | $677K | 0.0% | N/A | 0.028% | |
4/17/2025 | Motive Wealth Advisors | 2,777 | $221K | 0.1% | -14.6% | 0.009% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 19,216 | $1.53M | 0.0% | +5.3% | 0.063% | |
4/16/2025 | Goldstone Financial Group LLC | 73,633 | $5.85M | 0.9% | +3.8% | 0.241% | |
4/16/2025 | RTD Financial Advisors Inc. | 3,540 | $281K | 0.0% | -21.3% | 0.012% | |
4/16/2025 | GEN Financial Management INC. | 3,660 | $291K | 0.2% | N/A | 0.012% | |
4/16/2025 | May Barnhard Investments LLC | 62,752 | $4.99M | 2.5% | -2.3% | 0.205% | |
4/15/2025 | Total Wealth Planning LLC | 54,187 | $4.31M | 0.7% | -1.9% | 0.177% | |
4/15/2025 | Balanced Wealth Group LLC | 119,679 | $9.51M | 4.6% | -2.9% | 0.392% | |
4/15/2025 | Focus Financial Network Inc. | 8,960 | $712K | 0.0% | -70.4% | 0.029% | |
4/15/2025 | Michael S. Ryan Inc. | 48,469 | $3.85M | 2.7% | +28.7% | 0.159% | |
4/15/2025 | Signet Financial Management LLC | 131,036 | $10.41M | 1.4% | -12.1% | 0.429% | |
4/14/2025 | Tounjian Advisory Partners LLC | 8,928 | $709K | 0.1% | N/A | 0.029% | |
4/14/2025 | Farther Finance Advisors LLC | 15,861 | $1.27M | 0.0% | +2,232.5% | 0.052% | |
4/14/2025 | Park Avenue Securities LLC | 27,339 | $2.17M | 0.0% | +124.7% | 0.089% | |
4/14/2025 | Flagship Private Wealth LLC | 5,512 | $438K | 0.2% | +14.4% | 0.018% | |
4/14/2025 | Barden Capital Management Inc. | 22,377 | $1.78M | 1.6% | +3.2% | 0.073% | |
4/14/2025 | Miracle Mile Advisors LLC | 16,124 | $1.28M | 0.0% | -7.9% | 0.053% | |
4/11/2025 | Princeton Global Asset Management LLC | 1,328 | $106K | 0.0% | -37.2% | 0.004% | |
4/10/2025 | Diligent Investors LLC | 70,886 | $5.63M | 1.4% | -10.6% | 0.223% | |
4/10/2025 | KWB Wealth | 158,571 | $13.78M | 1.7% | -4.9% | 0.498% | |
4/10/2025 | Portside Wealth Group LLC | 10,616 | $922K | 0.2% | +7.1% | 0.033% | |
4/10/2025 | Oak Root LLC | 27,030 | $2.15M | 0.3% | +3.3% | 0.085% | |
4/10/2025 | Smith Anglin Financial LLC | 16,845 | $1.34M | 0.1% | +1.3% | 0.053% | |
4/9/2025 | Merit Financial Group LLC | 11,988 | $953K | 0.0% | -66.9% | 0.038% | |
4/9/2025 | Flagstar Advisors Inc. | 5,544 | $441K | 0.1% | +21.8% | 0.017% | |
4/9/2025 | Inspirion Wealth Advisors LLC | 7,637 | $607K | 0.1% | -30.0% | 0.024% | |
4/8/2025 | Parallel Advisors LLC | 2,744 | $218K | 0.0% | -80.5% | 0.009% | |
4/3/2025 | Versant Capital Management Inc | 410 | $33K | 0.0% | N/A | 0.001% | |
4/2/2025 | Waller Financial Planning Group Inc. | 41,757 | $3.32M | 0.9% | -27.8% | 0.131% | |
4/1/2025 | Confluence Investment Management LLC | 442,067 | $35.13M | 0.5% | -19.4% | 1.388% | |
3/27/2025 | Milestone Asset Management Group LLC | 8,957 | $778K | 0.7% | N/A | 0.028% | |
3/24/2025 | Mascagni Wealth Management Inc. | 614 | $53K | 0.0% | N/A | 0.002% | |
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3/17/2025 | Wealth Enhancement Advisory Services LLC | 18,244 | $1.59M | 0.0% | +1.6% | 0.058% | |
2/26/2025 | Capital A Wealth Management LLC | 382 | $33K | 0.1% | N/A | 0.001% | |
2/19/2025 | WCG Wealth Advisors LLC | 91,546 | $7.95M | 0.5% | +0.7% | 0.258% | |
2/18/2025 | Breakthru Advisory Services LLC | 2,870 | $249K | 0.2% | N/A | 0.008% | |
2/18/2025 | Mosaic Family Wealth Partners LLC | 11,862 | $1.03M | 0.1% | +56.1% | 0.033% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 18,224 | $1.58M | 0.0% | N/A | 0.051% | |
2/17/2025 | Visionary Wealth Advisors | 40,427 | $3.51M | 0.2% | +3.4% | 0.114% | |
2/17/2025 | Safeguard Investment Advisory Group LLC | 3,518 | $306K | 0.1% | -19.9% | 0.010% | |
2/17/2025 | Snowden Capital Advisors LLC | 18,653 | $1.62M | 0.1% | -11.7% | 0.053% | |
2/17/2025 | NorthRock Partners LLC | 998,446 | $86.76M | 2.8% | +185.9% | 2.816% | |