5/2/2025 | Kingsview Wealth Management LLC | 35,030 | $3.83M | 0.1% | +17.8% | 0.475% | |
4/30/2025 | Leavell Investment Management Inc. | 16,999 | $1.86M | 0.1% | +3.0% | 0.231% | |
4/30/2025 | Axxcess Wealth Management LLC | 11,845 | $1.29M | 0.0% | +5.8% | 0.161% | |
4/29/2025 | Envestnet Asset Management Inc. | 50,427 | $5.51M | 0.0% | -2.0% | 0.684% | |
4/29/2025 | CoreFirst Bank & Trust | 10,794 | $1.18M | 0.8% | +1.5% | 0.146% | |
4/28/2025 | Strategic Financial Concepts LLC | 9,557 | $1.04M | 0.2% | -3.7% | 0.130% | |
4/24/2025 | Family Investment Center Inc. | 35,699 | $3.90M | 1.0% | +1.6% | 0.484% | |
4/23/2025 | Valmark Advisers Inc. | 2,261 | $247K | 0.0% | +4.8% | 0.031% | |
4/22/2025 | XML Financial LLC | 2,249 | $246K | 0.0% | -19.2% | 0.031% | |
4/22/2025 | FMA Wealth Management LLC | 36,736 | $4.13M | 3.2% | +0.6% | 0.498% | |
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4/22/2025 | Cambridge Investment Research Advisors Inc. | 63,599 | $6.95M | 0.0% | +31.4% | 0.863% | |
4/22/2025 | Crumly & Associates Inc. | 13,723 | $1.50M | 0.4% | -1.4% | 0.186% | |
4/22/2025 | Bonfire Financial | 15,006 | $1.64M | 1.5% | -10.7% | 0.204% | |
4/22/2025 | World Equity Group Inc. | 3,316 | $362K | 0.1% | -45.9% | 0.045% | |
4/21/2025 | Meriwether Wealth & Planning LLC | 3,068 | $335K | 0.2% | +24.7% | 0.042% | |
4/18/2025 | Mayfair Advisory Group LLC | 6,174 | $674K | 0.4% | +172.0% | 0.084% | |
4/18/2025 | Cornerstone Wealth Management LLC | 2,424 | $265K | 0.0% | +19.4% | 0.033% | |
4/17/2025 | Precedent Wealth Partners LLC | 12,439 | $1.36M | 0.4% | +71.1% | 0.169% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 1,908 | $208K | 0.0% | N/A | 0.026% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 2,825 | $309K | 0.0% | +19.3% | 0.038% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 268 | $29K | 0.0% | N/A | 0.004% | |
4/14/2025 | Pallas Capital Advisors LLC | 35,991 | $3.93M | 0.2% | -0.7% | 0.488% | |
4/11/2025 | Horizon Wealth Management LLC | 11,954 | $1.31M | 0.2% | -12.6% | 0.155% | |
4/11/2025 | Insight Advisors LLC PA | 4,431 | $484K | 0.1% | -23.5% | 0.058% | |
4/9/2025 | RFG Advisory LLC | 4,953 | $541K | 0.0% | +7.9% | 0.064% | |
4/9/2025 | Capital Asset Advisory Services LLC | 11,874 | $1.31M | 0.1% | +5.4% | 0.154% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 2,368 | $258K | 0.0% | +5.5% | 0.032% | |
2/24/2025 | Ameriflex Group Inc. | 491 | $55K | 0.0% | N/A | 0.007% | |
2/17/2025 | Cetera Investment Advisers | 36,452 | $3.97M | 0.0% | +9.5% | 0.483% | |
2/17/2025 | Baird Financial Group Inc. | 12,479 | $1.36M | 0.0% | -2.5% | 0.166% | |
2/17/2025 | Bank of America Corp DE | 22,095 | $2.41M | 0.0% | +5.4% | 0.293% | |
2/17/2025 | Ameriprise Financial Inc. | 771,146 | $83.94M | 0.0% | +22.6% | 10.227% | |
2/14/2025 | Capital Analysts LLC | 8,421 | $916K | 0.0% | -4.2% | 0.112% | |
2/14/2025 | Integrated Wealth Concepts LLC | 4,407 | $480K | 0.0% | +8.2% | 0.058% | |
2/14/2025 | Susquehanna International Group LLP | 18,443 | $2.01M | 0.0% | +174.4% | 0.245% | |
2/14/2025 | IHT Wealth Management LLC | 19,894 | $2.17M | 0.1% | +2.9% | 0.264% | |
2/14/2025 | Tower Research Capital LLC TRC | 1,918 | $209K | 0.0% | +6.4% | 0.025% | |
2/13/2025 | Ally Invest Advisors Inc. | 2,606 | $284K | 0.0% | -3.9% | 0.035% | |
2/13/2025 | Mariner LLC | 162,107 | $17.65M | 0.0% | +4.1% | 2.150% | |
2/13/2025 | Raymond James Financial Inc. | 205,314 | $22.35M | 0.0% | N/A | 2.723% | |
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2/13/2025 | Envestnet Asset Management Inc. | 51,462 | $5.60M | 0.0% | -21.1% | 0.683% | |
2/13/2025 | Wells Fargo & Company MN | 1,076 | $117K | 0.0% | N/A | 0.014% | |
2/12/2025 | JPMorgan Chase & Co. | 743 | $81K | 0.0% | -11.9% | 0.010% | |
2/11/2025 | CoreFirst Bank & Trust | 10,636 | $1.16M | 0.7% | N/A | 0.141% | |
2/11/2025 | LPL Financial LLC | 619,251 | $67.41M | 0.0% | +4.0% | 8.213% | |
2/10/2025 | Thrivent Financial for Lutherans | 13,261 | $1.53M | 0.0% | -4.3% | 0.176% | |
2/10/2025 | Axxcess Wealth Management LLC | 11,193 | $1.22M | 0.0% | +9.1% | 0.148% | |
2/10/2025 | Collaborative Wealth Managment Inc. | 21,698 | $2.36M | 1.1% | +1.2% | 0.288% | |
2/7/2025 | Meriwether Wealth & Planning LLC | 2,460 | $268K | 0.2% | N/A | 0.033% | |
2/7/2025 | Larson Financial Group LLC | 305 | $33K | 0.0% | -23.9% | 0.004% | |
2/6/2025 | Raymond James Financial Inc. | 205,314 | $22.35M | 0.0% | N/A | 2.723% | |
2/6/2025 | Triad Wealth Partners LLC | 3,705 | $403K | 0.1% | N/A | 0.049% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 15,378 | $1.67M | 0.0% | N/A | 0.204% | |
2/6/2025 | Jones Financial Companies Lllp | 5,340 | $581K | 0.0% | +794.5% | 0.071% | |
2/4/2025 | Portland Financial Advisors Inc | 3,280 | $357K | 1.0% | N/A | 0.044% | |
2/4/2025 | World Equity Group Inc. | 6,126 | $667K | 0.1% | +100.3% | 0.081% | |
2/4/2025 | Lutz Financial Services LLC | 3,342 | $364K | 0.0% | N/A | 0.044% | |
2/3/2025 | Indie Asset Partners LLC | 4,320 | $470K | 0.4% | +12.3% | 0.057% | |
2/3/2025 | Crumly & Associates Inc. | 13,924 | $1.52M | 0.4% | -1.6% | 0.185% | |
2/3/2025 | Concurrent Investment Advisors LLC | 3,156 | $344K | 0.0% | -19.8% | 0.042% | |
2/3/2025 | FMA Wealth Management LLC | 36,530 | $3.98M | 3.0% | +1.1% | 0.484% | |
2/3/2025 | Private Advisor Group LLC | 46,212 | $5.03M | 0.0% | -3.9% | 0.613% | |
1/31/2025 | Global Retirement Partners LLC | 9,947 | $1.08M | 0.0% | -4.9% | 0.132% | |
1/31/2025 | Kestra Investment Management LLC | 67,339 | $7.33M | 0.3% | +0.5% | 0.893% | |
1/31/2025 | Truist Financial Corp | 4,540 | $494K | 0.0% | +24.3% | 0.060% | |
1/30/2025 | Strategic Financial Concepts LLC | 9,926 | $1.08M | 0.0% | +29.3% | 0.132% | |
1/29/2025 | Gladstone Institutional Advisory LLC | 3,269 | $356K | 0.0% | +3.3% | 0.043% | |
1/29/2025 | Leavell Investment Management Inc. | 16,499 | $1.80M | 0.1% | +2.8% | 0.219% | |
1/29/2025 | Sovran Advisors LLC | 4,511 | $495K | 0.1% | N/A | 0.060% | |
1/29/2025 | Bonfire Financial | 16,810 | $1.83M | 1.7% | N/A | 0.223% | |
1/29/2025 | Essex Financial Services Inc. | 7,526 | $819K | 0.1% | -7.4% | 0.100% | |
1/29/2025 | Cornerstone Planning Group LLC | 2,586 | $293K | 0.1% | +7.0% | 0.034% | |
1/28/2025 | Kingsview Wealth Management LLC | 29,742 | $3.24M | 0.1% | +12.9% | 0.394% | |
1/28/2025 | Strategic Financial Concepts LLC | 840,577 | $91.51M | 0.2% | +10,847.9% | 11.148% | |
1/22/2025 | Lebenthal Global Advisors LLC | 111,316 | $12.12M | 2.2% | N/A | 1.476% | |
1/22/2025 | Capital Asset Advisory Services LLC | 11,262 | $1.23M | 0.1% | +8.9% | 0.149% | |
1/21/2025 | Precedent Wealth Partners LLC | 7,268 | $791K | 0.3% | +2.1% | 0.096% | |
1/21/2025 | Rodgers & Associates LTD | 2,041 | $222K | 0.0% | -13.6% | 0.027% | |
1/21/2025 | Cornerstone Wealth Management LLC | 2,031 | $221K | 0.0% | N/A | 0.027% | |
1/17/2025 | IVC Wealth Advisors LLC | 2,900 | $316K | 0.2% | +4.9% | 0.038% | |
1/15/2025 | RDA Financial Network | 2,176 | $237K | 0.1% | +14.5% | 0.029% | |
1/14/2025 | Alaska Permanent Fund Corp | 2,420,919 | $263.55M | 3.9% | -26.9% | 32.108% | |
1/13/2025 | Pallas Capital Advisors LLC | 36,245 | $3.95M | 0.2% | -2.2% | 0.481% | |
1/13/2025 | Horizon Wealth Management LLC | 13,683 | $1.49M | 0.3% | +19.7% | 0.181% | |
11/15/2024 | MML Investors Services LLC | 2,619 | $294K | 0.0% | -12.6% | 0.035% | |
11/15/2024 | IHT Wealth Management LLC | 19,339 | $2.17M | 0.1% | +30.7% | 0.256% | |
11/15/2024 | Integrated Wealth Concepts LLC | 4,074 | $457K | 0.0% | -9.7% | 0.054% | |
11/15/2024 | Kestra Investment Management LLC | 67,027 | $7.52M | 0.3% | -54.2% | 0.889% | |
11/12/2024 | Kingsview Wealth Management LLC | 26,333 | $2.95M | 0.1% | +20.6% | 0.349% | |
11/6/2024 | Main Street Financial Solutions LLC | 2,122 | $238K | 0.0% | -8.6% | 0.028% | |
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11/4/2024 | Axxcess Wealth Management LLC | 10,257 | $1.15M | 0.0% | +6.0% | 0.136% | |
11/1/2024 | Crumly & Associates Inc. | 14,155 | $1.59M | 0.4% | -9.0% | 0.188% | |
11/1/2024 | Leavell Investment Management Inc. | 16,050 | $1.80M | 0.1% | +3.5% | 0.213% | |
11/1/2024 | Aspire Wealth Management Corp | 8,392 | $941K | 0.5% | -37.7% | 0.111% | |
10/31/2024 | Concurrent Investment Advisors LLC | 3,933 | $441K | 0.0% | -18.1% | 0.052% | |
10/30/2024 | World Equity Group Inc. | 3,058 | $343K | 0.1% | +21.2% | 0.041% | |
10/29/2024 | Indie Asset Partners LLC | 3,846 | $431K | 0.3% | +16.0% | 0.051% | |
10/25/2024 | Financial Advocates Investment Management | 6,168 | $692K | 0.0% | -15.9% | 0.082% | |
10/25/2024 | Pallas Capital Advisors LLC | 37,062 | $4.13M | 0.2% | +3.0% | 0.492% | |
10/24/2024 | Family Investment Center Inc. | 35,117 | $3.94M | 1.0% | -0.4% | 0.466% | |