5/2/2025 | Kingsview Wealth Management LLC | 124,509 | $6.39M | 0.1% | +43.7% | 0.209% | |
5/2/2025 | Legacy Capital Wealth Partners LLC | 7,095 | $364K | 0.1% | N/A | 0.012% | |
5/1/2025 | Acorn Wealth Advisors LLC | 20,702 | $1.06M | 0.4% | N/A | 0.035% | |
5/1/2025 | Country Club Bank | 158,979 | $8.15M | 0.5% | +163.3% | 0.267% | |
4/30/2025 | Cooper Capital Advisors LLC | 161,417 | $8.28M | 8.9% | N/A | 0.271% | |
4/30/2025 | Mraz Amerine & Associates Inc. | 7,325 | $375K | 0.1% | N/A | 0.012% | |
4/30/2025 | Stratos Wealth Partners LTD. | 26,762 | $1.37M | 0.0% | -1.4% | 0.045% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 159,496 | $8.18M | 0.3% | +96.9% | 0.268% | |
4/29/2025 | Envestnet Asset Management Inc. | 299,781 | $15.38M | 0.0% | +11.2% | 0.504% | |
4/29/2025 | Concurrent Investment Advisors LLC | 395,758 | $20.31M | 0.5% | N/A | 0.665% | |
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4/28/2025 | D.A. Davidson & CO. | 19,750 | $1.01M | 0.0% | N/A | 0.033% | |
4/28/2025 | Principal Financial Group Inc. | 26,750 | $1.37M | 0.0% | N/A | 0.045% | |
4/28/2025 | Private Trust Co. NA | 5,000 | $257K | 0.0% | -8.8% | 0.008% | |
4/28/2025 | Fiduciary Group LLC | 254,856 | $13.08M | 1.3% | +10.7% | 0.428% | |
4/28/2025 | DAVENPORT & Co LLC | 7,150 | $367K | 0.0% | N/A | 0.012% | |
4/25/2025 | Koshinski Asset Management Inc. | 40,875 | $2.10M | 0.2% | +59.5% | 0.069% | |
4/25/2025 | Ameritas Advisory Services LLC | 504,584 | $25.89M | 1.0% | -34.9% | 0.848% | |
4/25/2025 | Essex Financial Services Inc. | 44,830 | $2.30M | 0.2% | +51.3% | 0.075% | |
4/24/2025 | Cornerstone Advisors Asset Management LLC | 18,655 | $957K | 0.2% | -4.6% | 0.031% | |
4/24/2025 | Golden State Wealth Management LLC | 9,653 | $495K | 0.1% | +4,042.9% | 0.016% | |
4/24/2025 | Mascoma Wealth Management LLC | 488 | $25K | 0.0% | -68.8% | 0.001% | |
4/23/2025 | Golden State Wealth Management LLC | 19,299 | $991K | 0.1% | +8,182.8% | 0.032% | |
4/23/2025 | Sheets Smith Wealth Management | 8,543 | $438K | 0.1% | N/A | 0.014% | |
4/23/2025 | Oppenheimer & Co. Inc. | 15,602 | $801K | 0.0% | N/A | 0.026% | |
4/22/2025 | Tanglewood Legacy Advisors LLC | 225,232 | $11.56M | 5.1% | +115.6% | 0.378% | |
4/22/2025 | Flagship Harbor Advisors LLC | 308,067 | $15.81M | 0.8% | +715.1% | 0.517% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 144,155 | $7.40M | 0.0% | +35.3% | 0.242% | |
4/22/2025 | Nilsine Partners LLC | 138,751 | $7.12M | 0.8% | N/A | 0.233% | |
4/22/2025 | Advisor Resource Council | 12,142 | $608K | 0.0% | +22.7% | 0.020% | |
4/21/2025 | Blue Trust Inc. | 3,157 | $162K | 0.0% | N/A | 0.005% | |
4/21/2025 | Hartford Financial Management Inc. | 174,082 | $8.93M | 1.8% | -3.5% | 0.292% | |
4/18/2025 | Optivise Advisory Services LLC | 12,644 | $649K | 0.4% | +211.3% | 0.021% | |
4/17/2025 | Community Trust & Investment Co. | 196,283 | $10.07M | 0.6% | +111.8% | 0.330% | |
4/17/2025 | Janney Montgomery Scott LLC | 31,082 | $1.60M | 0.0% | +447.7% | 0.052% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 263,899 | $13.54M | 0.0% | +23.7% | 0.443% | |
4/16/2025 | Accordant Advisory Group Inc | 79,079 | $4.06M | 4.0% | N/A | 0.133% | |
4/15/2025 | Parsons Capital Management Inc. RI | 8,067 | $414K | 0.0% | N/A | 0.014% | |
4/15/2025 | Trust Co. of Oklahoma | 6,985 | $358K | 0.1% | N/A | 0.012% | |
4/14/2025 | Everest Management Corp. | 12,455 | $639K | 0.6% | +31.1% | 0.021% | |
4/14/2025 | Farther Finance Advisors LLC | 788 | $40K | 0.0% | N/A | 0.001% | |
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4/14/2025 | Priebe Wealth Holdings LLC | 22,995 | $1.18M | 0.7% | N/A | 0.039% | |
4/11/2025 | Signal Advisors Wealth LLC | 10,724 | $550K | 0.1% | N/A | 0.018% | |
4/10/2025 | KWB Wealth | 40,418 | $2.07M | 0.3% | -14.4% | 0.067% | |
4/9/2025 | Merit Financial Group LLC | 25,727 | $1.32M | 0.0% | N/A | 0.043% | |
4/9/2025 | Worth Asset Management LLC | 20,827 | $1.07M | 0.6% | N/A | 0.034% | |
4/3/2025 | Collective Family Office LLC | 16,055 | $824K | 0.2% | -15.3% | 0.027% | |
4/3/2025 | Insight Wealth Strategies LLC | 20,794 | $1.07M | 0.1% | +142.2% | 0.034% | |
3/18/2025 | Triton Wealth Management PLLC | 4,629 | $237K | 0.1% | N/A | 0.008% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 213,282 | $10.92M | 0.0% | +24.0% | 0.388% | |
2/26/2025 | Advisor Resource Council | 9,892 | $506K | 0.4% | N/A | 0.020% | |
2/18/2025 | Mpwm Advisory Solutions LLC | 5,352 | $274K | 0.2% | N/A | 0.175% | |
2/17/2025 | Citadel Advisors LLC | 26,694 | $1.37M | 0.0% | N/A | 0.875% | |
2/17/2025 | Bank of America Corp DE | 956,914 | $48.99M | 0.0% | +682.8% | 31.374% | |
2/14/2025 | Jane Street Group LLC | 5,143 | $263K | 0.0% | -89.2% | 0.169% | |
2/14/2025 | Comerica Bank | 654 | $33K | 0.0% | N/A | 0.021% | |
2/14/2025 | MGO One Seven LLC | 48,671 | $2.49M | 0.1% | N/A | 1.596% | |
2/14/2025 | Stifel Financial Corp | 27,787 | $1.42M | 0.0% | +142.7% | 0.911% | |
2/14/2025 | Optivise Advisory Services LLC | 4,062 | $208K | 0.1% | N/A | 0.133% | |
2/13/2025 | MSH Capital Advisors LLC | 10,008 | $512K | 0.2% | N/A | 0.328% | |
2/13/2025 | NewEdge Advisors LLC | 3,631 | $186K | 0.0% | +52.9% | 0.119% | |
2/13/2025 | Everest Management Corp. | 9,497 | $486K | 0.4% | N/A | 0.311% | |
2/13/2025 | Main Street Financial Solutions LLC | 35,214 | $1.80M | 0.2% | +129.7% | 1.155% | |
2/13/2025 | Townsquare Capital LLC | 743,682 | $38.08M | 0.4% | +81.5% | 24.383% | |
2/13/2025 | Rockefeller Capital Management L.P. | 668,384 | $34.22M | 0.1% | +544.0% | 21.914% | |
2/13/2025 | Straightline Group LLC | 343,450 | $17.59M | 11.5% | N/A | 11.261% | |
2/13/2025 | Renaissance Technologies LLC | 857,000 | $43.88M | 0.1% | N/A | 28.098% | |
2/13/2025 | Envestnet Asset Management Inc. | 269,649 | $13.81M | 0.0% | +343.6% | 8.841% | |
2/13/2025 | Wells Fargo & Company MN | 224,952 | $11.52M | 0.0% | N/A | 7.375% | |
2/12/2025 | Vertex Planning Partners LLC | 10,558 | $541K | 0.1% | N/A | 0.346% | |
2/12/2025 | JPMorgan Chase & Co. | 655,059 | $33.54M | 0.0% | +128.5% | 21.477% | |
2/12/2025 | Potentia Wealth | 25,057 | $1.28M | 0.6% | N/A | 0.822% | |
2/11/2025 | Prudential Financial Inc. | 12,999,346 | $665.57M | 0.9% | +593.5% | 426.208% | |
2/11/2025 | LPL Financial LLC | 1,667,855 | $85.39M | 0.0% | +72.5% | 54.684% | |
2/11/2025 | Atlas Wealth LLC | 83,599 | $4.28M | 1.6% | +1,877.3% | 2.741% | |
2/11/2025 | One Charles Private Wealth Services LLC | 5,301 | $271K | 0.1% | -84.8% | 0.174% | |
2/11/2025 | Fiduciary Group LLC | 230,243 | $11.79M | 1.2% | +57.7% | 7.549% | |
2/10/2025 | Harbour Investments Inc. | 20,983 | $1.07M | 0.0% | +36.6% | 0.688% | |
2/10/2025 | Commonwealth Equity Services LLC | 217,688 | $11.15M | 0.0% | +21.0% | 7.137% | |
2/10/2025 | Mascoma Wealth Management LLC | 1,564 | $80K | 0.0% | N/A | 0.051% | |
2/7/2025 | HighTower Advisors LLC | 21,576 | $1.11M | 0.0% | N/A | 0.707% | |
2/7/2025 | Independent Advisor Alliance | 19,231 | $985K | 0.0% | N/A | 0.631% | |
2/7/2025 | HM Payson & Co. | 29,359 | $1.50M | 0.0% | N/A | 0.963% | |
2/7/2025 | PNC Financial Services Group Inc. | 50,610 | $2.59M | 0.0% | +421.9% | 1.659% | |
2/6/2025 | Atria Investments Inc | 85,639 | $4.39M | 0.1% | +4.8% | 2.808% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 48,459 | $2.48M | 0.0% | +17.4% | 1.589% | |
2/6/2025 | Jones Financial Companies Lllp | 447,517 | $22.91M | 0.0% | +466.2% | 14.673% | |
2/5/2025 | Norden Group LLC | 740,168 | $37.90M | 4.3% | +80.7% | 24.268% | |
2/5/2025 | BlueStem Wealth Partners LLC | 7,383 | $378K | 0.0% | N/A | 0.242% | |
2/5/2025 | Middleton & Co. Inc. MA | 67,760 | $3.47M | 0.4% | +143.4% | 2.222% | |
2/5/2025 | Private Trust Co. NA | 5,483 | $281K | 0.0% | +9.7% | 0.180% | |
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2/4/2025 | IFP Advisors Inc | 84,467 | $4.33M | 0.1% | +79.9% | 2.769% | |
2/3/2025 | Private Advisor Group LLC | 27,247 | $1.40M | 0.0% | +283.1% | 0.893% | |
2/3/2025 | Laidlaw Wealth Management LLC | 84,870 | $4.35M | 1.9% | +70.3% | 2.783% | |
1/31/2025 | Cornerstone Advisors Asset Management LLC | 19,562 | $1.00M | 0.2% | N/A | 0.641% | |
1/31/2025 | Atria Wealth Solutions Inc. | 5,644 | $290K | 0.0% | -9.4% | 0.185% | |
1/31/2025 | Truist Financial Corp | 124,715 | $6.39M | 0.0% | +524.1% | 4.089% | |
1/31/2025 | Sanctuary Advisors LLC | 85,484 | $4.40M | 0.0% | +1.1% | 2.803% | |
1/31/2025 | J.W. Cole Advisors Inc. | 8,783 | $450K | 0.0% | -2.9% | 0.288% | |
1/30/2025 | Tanglewood Legacy Advisors LLC | 104,490 | $5.35M | 2.3% | -2.4% | 3.426% | |
1/30/2025 | WealthPLAN Partners LLC | 25,368 | $1.30M | 0.2% | +79.8% | 0.832% | |