7/3/2025 | TrueWealth Advisors LLC | 4,473 | $1.01M | 0.3% | +1.1% | 0.014% | |
7/2/2025 | HBW Advisory Services LLC | 2,438 | $548K | 0.1% | +10.0% | 0.008% | |
7/1/2025 | Harbor Investment Advisory LLC | 122 | $27K | 0.0% | N/A | 0.000% | |
5/21/2025 | McAdam LLC | 2,147 | $432K | 0.0% | -56.9% | 0.007% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 46,021 | $9.27M | 1.7% | -5.2% | 0.150% | |
5/20/2025 | Focus Partners Wealth | 24,558 | $4.95M | 0.0% | +159.4% | 0.080% | |
5/19/2025 | Jane Street Group LLC | 9,799 | $1.97M | 0.0% | +312.6% | 0.032% | |
5/19/2025 | Legacy Advisory Services LLC | 21,179 | $4.27M | 3.6% | N/A | 0.069% | |
5/16/2025 | Ascent Group LLC | 68,615 | $13.82M | 0.6% | N/A | 0.223% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 2,065 | $416K | 0.0% | -2.6% | 0.007% | |
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5/16/2025 | Ashton Thomas Private Wealth LLC | 1,562 | $315K | 0.0% | N/A | 0.005% | |
5/16/2025 | Cape Investment Advisory Inc. | 491 | $99K | 0.0% | -9.9% | 0.002% | |
5/16/2025 | Jones Financial Companies Lllp | 476,255 | $95.91M | 0.1% | +2,183.2% | 1.551% | |
5/16/2025 | NewEdge Advisors LLC | 7,331 | $1.48M | 0.0% | -21.6% | 0.024% | |
5/16/2025 | Clark Capital Management Group Inc. | 2,792 | $562K | 0.0% | N/A | 0.009% | |
5/15/2025 | Family Office Research LLC | 2,822 | $568K | 0.3% | -7.0% | 0.009% | |
5/15/2025 | Royal Bank of Canada | 143,366 | $28.87M | 0.0% | -10.2% | 0.467% | |
5/15/2025 | Betterment LLC | 2,092 | $421K | 0.0% | -5.0% | 0.007% | |
5/15/2025 | Calton & Associates Inc. | 27,700 | $5.58M | 1.3% | +1.3% | 0.090% | |
5/15/2025 | Baird Financial Group Inc. | 47,322 | $9.53M | 0.0% | -2.5% | 0.154% | |
5/14/2025 | Triad Wealth Partners LLC | 15,761 | $3.17M | 1.0% | N/A | 0.051% | |
5/14/2025 | CreativeOne Wealth LLC | 56,051 | $11.29M | 0.3% | -12.1% | 0.183% | |
5/14/2025 | Ieq Capital LLC | 163,459 | $32.92M | 0.3% | -1.6% | 0.532% | |
5/14/2025 | Apexium Financial LP | 14,084 | $2.84M | 0.2% | +133.1% | 0.046% | |
5/14/2025 | Synovus Financial Corp | 2,964 | $597K | 0.0% | +2.6% | 0.010% | |
5/14/2025 | Cadence Bank | 426,441 | $85.88M | 6.1% | +0.4% | 1.389% | |
5/14/2025 | Smartleaf Asset Management LLC | 2,007 | $402K | 0.0% | +130.7% | 0.007% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 169,288 | $34.09M | 0.0% | +26.1% | 0.551% | |
5/14/2025 | Kestra Advisory Services LLC | 36,728 | $7.40M | 0.0% | -18.9% | 0.120% | |
5/14/2025 | Ameriprise Financial Inc. | 450,142 | $90.68M | 0.0% | -14.8% | 1.466% | |
5/14/2025 | CW Advisors LLC | 10,847 | $2.18M | 0.0% | N/A | 0.035% | |
5/14/2025 | Tradition Wealth Management LLC | 29,312 | $5.90M | 0.5% | +1.6% | 0.095% | |
5/14/2025 | ZEGA Investments LLC | 1,432 | $288K | 0.0% | +4.9% | 0.005% | |
5/14/2025 | RWA Wealth Partners LLC | 1,507 | $303K | 0.0% | -39.9% | 0.005% | |
5/13/2025 | Aptus Capital Advisors LLC | 11,625 | $2.34M | 0.0% | -11.2% | 0.038% | |
5/13/2025 | TriaGen Wealth Management LLC | 46,009 | $9.27M | 3.3% | -0.7% | 0.150% | |
5/13/2025 | Raymond James Financial Inc. | 304,460 | $61.31M | 0.0% | -0.9% | 0.991% | |
5/13/2025 | Forvis Mazars Wealth Advisors LLC | 200,732 | $40.42M | 1.0% | -12.8% | 0.654% | |
5/13/2025 | American Investment Services Inc. | 76,913 | $15.49M | 2.7% | -0.3% | 0.250% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 9,328 | $1.88M | 0.1% | +0.8% | 0.030% | |
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5/13/2025 | HRC Wealth Management LLC | 3,205 | $645K | 0.4% | +28.1% | 0.010% | |
5/13/2025 | Brooklyn FI LLC | 20,794 | $4.19M | 1.3% | +729.1% | 0.068% | |
5/13/2025 | Dagco Inc. | 390 | $79K | 0.0% | N/A | 0.001% | |
5/13/2025 | Stone House Investment Management LLC | 875 | $176K | 0.0% | N/A | 0.003% | |
5/13/2025 | HighTower Advisors LLC | 16,930 | $3.41M | 0.0% | -39.4% | 0.055% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,737 | $554K | 0.0% | -56.7% | 0.009% | |
5/12/2025 | FSA Wealth Partners Inc. | 98,078 | $19.75M | 7.5% | +0.2% | 0.319% | |
5/12/2025 | AlphaCore Capital LLC | 10,754 | $2.17M | 0.2% | N/A | 0.035% | |
5/12/2025 | Flagship Wealth Advisors LLC | 24,687 | $4.97M | 2.1% | +65.5% | 0.080% | |
5/9/2025 | Exencial Wealth Advisors LLC | 88,394 | $17.80M | 0.7% | -2.5% | 0.287% | |
5/9/2025 | McClarren Financial Advisors Inc. | 9,415 | $1.90M | 1.3% | N/A | 0.031% | |
5/9/2025 | Atria Wealth Solutions Inc. | 14,247 | $2.87M | 0.0% | -12.6% | 0.046% | |
5/9/2025 | Empower Advisory Group LLC | 1,652 | $333K | 0.0% | +57.8% | 0.005% | |
5/9/2025 | Costello Asset Management INC | 401 | $81K | 0.0% | N/A | 0.001% | |
5/9/2025 | Thoroughbred Financial Services LLC | 13,011 | $2.62M | 0.2% | -1.6% | 0.042% | |
5/9/2025 | Commonwealth Equity Services LLC | 194,300 | $39.13M | 0.1% | -1.2% | 0.632% | |
5/9/2025 | Liberty Wealth Management LLC | 17,936 | $3.61M | 0.1% | N/A | 0.058% | |
5/9/2025 | PNC Financial Services Group Inc. | 416,895 | $83.95M | 0.0% | +1.5% | 1.355% | |
5/8/2025 | Heritage Wealth Advisors | 526 | $106K | 0.0% | N/A | 0.002% | |
5/8/2025 | ProVise Management Group LLC | 132,235 | $26.63M | 2.3% | +3.2% | 0.430% | |
5/8/2025 | BCGM Wealth Management LLC | 13,159 | $2.65M | 0.8% | N/A | 0.043% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 70,717 | $14.24M | 0.4% | +1.1% | 0.230% | |
5/8/2025 | Harbour Investments Inc. | 8,435 | $1.70M | 0.0% | -7.5% | 0.027% | |
5/8/2025 | Roble Belko & Company Inc | 13,390 | $2.70M | 0.4% | +1,704.6% | 0.044% | |
5/8/2025 | NorthRock Partners LLC | 277 | $56K | 0.0% | N/A | 0.001% | |
5/8/2025 | Modera Wealth Management LLC | 72,486 | $14.60M | 0.2% | +2.6% | 0.236% | |
5/8/2025 | Wooster Corthell Wealth Management Inc. | 474,250 | $95.51M | 19.5% | +0.5% | 1.542% | |
5/8/2025 | Mesirow Financial Investment Management Inc. | 105,178 | $21.18M | 0.4% | +2.1% | 0.342% | |
5/8/2025 | Cozad Asset Management Inc. | 72,572 | $14.62M | 1.5% | +2.3% | 0.236% | |
5/7/2025 | Patten & Patten Inc. TN | 21,328 | $4.30M | 0.3% | +53.7% | 0.069% | |
5/7/2025 | Maridea Wealth Management LLC | 2,655 | $535K | 0.2% | -17.4% | 0.009% | |
5/7/2025 | Woodard & Co. Asset Management Group Inc. ADV | 2,351 | $473K | 0.1% | -2.2% | 0.008% | |
5/7/2025 | LPL Financial LLC | 440,223 | $88.65M | 0.0% | +2.5% | 1.431% | |
5/7/2025 | Security Financial Services INC. | 33,954 | $6.84M | 1.4% | +131.8% | 0.110% | |
5/7/2025 | HB Wealth Management LLC | 57,750 | $11.63M | 0.1% | +5.0% | 0.188% | |
5/7/2025 | Prospect Financial Group LLC | 3,701 | $745K | 1.0% | -1.8% | 0.012% | |
5/6/2025 | Assetmark Inc. | 4,325 | $871K | 0.0% | +38.4% | 0.014% | |
5/6/2025 | USAdvisors Wealth Management LLC | 20,285 | $4.09M | 1.4% | -2.4% | 0.066% | |
5/6/2025 | Cetera Investment Advisers | 272,932 | $54.96M | 0.1% | +190.4% | 0.887% | |
5/6/2025 | Avantax Advisory Services Inc. | 25,846 | $5.21M | 0.0% | +4.1% | 0.084% | |
5/6/2025 | AE Wealth Management LLC | 1,047 | $211K | 0.0% | -30.9% | 0.003% | |
5/6/2025 | VSM Wealth Advisory LLC | 74,048 | $14.91M | 5.4% | +4.9% | 0.241% | |
5/6/2025 | Guidance Capital Inc. | 11,116 | $2.28M | 0.7% | +1.3% | 0.036% | |
5/6/2025 | PFG Advisors | 3,913 | $788K | 0.0% | +215.3% | 0.013% | |
5/5/2025 | Verus Financial Partners Inc. | 209,707 | $40.73M | 4.6% | -2.8% | 0.682% | |
5/5/2025 | West Wealth Group LLC | 40,510 | $8.20M | 2.4% | +222.0% | 0.132% | |
5/5/2025 | Summit Wealth & Retirement Planning Inc. | 214,599 | $43.22M | 13.2% | -4.2% | 0.698% | |
5/5/2025 | Atlantic Union Bankshares Corp | 85,670 | $17.25M | 1.0% | -0.3% | 0.279% | |
5/5/2025 | Montag A & Associates Inc. | 23,203 | $4.67M | 0.2% | +1.1% | 0.075% | |
5/5/2025 | IFP Advisors Inc | 26,123 | $5.26M | 0.2% | +1.1% | 0.085% | |
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5/5/2025 | Calton & Associates Inc. | 10,992 | $2.21M | 0.3% | -59.8% | 0.036% | |
5/5/2025 | Kestra Private Wealth Services LLC | 14,052 | $2.83M | 0.0% | +1.5% | 0.046% | |
5/5/2025 | SNS Financial Group LLC | 12,021 | $2.42M | 0.2% | -1.7% | 0.039% | |
5/5/2025 | Private Advisor Group LLC | 21,642 | $4.36M | 0.0% | -3.4% | 0.070% | |
5/2/2025 | Summit X LLC | 1,000 | $201K | 0.0% | -8.5% | 0.003% | |
5/2/2025 | Cullen Frost Bankers Inc. | 1,800 | $362K | 0.0% | -23.2% | 0.006% | |
5/2/2025 | Larson Financial Group LLC | 626 | $126K | 0.0% | +31.8% | 0.002% | |
5/2/2025 | Wealthfront Advisers LLC | 27,686 | $5.58M | 0.0% | +6.7% | 0.090% | |
5/2/2025 | Apollon Wealth Management LLC | 1,527 | $308K | 0.0% | +25.4% | 0.005% | |
5/2/2025 | Fortress Financial Solutions LLC | 9,153 | $1.84M | 2.6% | +1.2% | 0.030% | |