5/2/2025 | Fortis Group Advisors LLC | 11,426 | $1.07M | 0.2% | N/A | 0.087% | |
5/2/2025 | Parcion Private Wealth LLC | 50,378 | $4.72M | 0.4% | +3.0% | 0.385% | |
5/2/2025 | Larson Financial Group LLC | 194,712 | $18.24M | 0.9% | +89.3% | 1.489% | |
5/2/2025 | Prevail Innovative Wealth Advisors LLC | 13,354 | $1.25M | 0.3% | +52.3% | 0.102% | |
5/2/2025 | Dakota Wealth Management | 68,883 | $6.45M | 0.2% | -14.9% | 0.527% | |
5/2/2025 | Apollon Financial LLC | 2,965 | $278K | 0.1% | +9.2% | 0.023% | |
5/2/2025 | Sigma Planning Corp | 45,063 | $4.22M | 0.1% | -5.2% | 0.345% | |
5/1/2025 | Key Financial Inc | 10,956 | $1.03M | 0.2% | +1,411.2% | 0.084% | |
5/1/2025 | Park Square Financial Group LLC | 913 | $86K | 0.1% | N/A | 0.007% | |
4/30/2025 | 49 Wealth Management LLC | 6,081 | $570K | 0.1% | -47.2% | 0.046% | |
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4/30/2025 | Stratos Wealth Partners LTD. | 97,339 | $9.12M | 0.1% | -1.9% | 0.744% | |
4/30/2025 | Stratos Wealth Advisors LLC | 84,663 | $7.93M | 0.4% | -4.8% | 0.647% | |
4/30/2025 | Brown Advisory Inc. | 4,660 | $437K | 0.0% | N/A | 0.036% | |
4/29/2025 | Envestnet Asset Management Inc. | 599,090 | $56.12M | 0.0% | -4.6% | 4.580% | |
4/29/2025 | Aurora Private Wealth Inc. | 4,357 | $408K | 0.1% | -18.7% | 0.033% | |
4/28/2025 | Astoria Portfolio Advisors LLC. | 12,400 | $1.14M | 0.4% | +73.9% | 0.095% | |
4/25/2025 | Unified Investment Management | 12,045 | $1.13M | 1.3% | -4.7% | 0.092% | |
4/25/2025 | Ameritas Advisory Services LLC | 76,445 | $7.56M | 0.3% | -16.6% | 0.584% | |
4/24/2025 | Golden State Wealth Management LLC | 8,713 | $816K | 0.1% | N/A | 0.067% | |
4/24/2025 | Legacy CG LLC | 25,417 | $2.38M | 0.8% | +32.9% | 0.194% | |
4/24/2025 | Transcend Capital Advisors LLC | 10,472 | $981K | 0.1% | N/A | 0.080% | |
4/24/2025 | Beacon Financial Advisory LLC | 3,798 | $356K | 0.1% | +26.3% | 0.029% | |
4/23/2025 | KPP Advisory Services LLC | 10,089 | $945K | 0.2% | N/A | 0.077% | |
4/23/2025 | Golden State Wealth Management LLC | 17,426 | $1.63M | 0.1% | N/A | 0.133% | |
4/23/2025 | Aurora Private Wealth Inc. | 4,357 | $408K | 0.0% | -18.7% | 0.033% | |
4/23/2025 | Fourth Dimension Wealth LLC | 16,714 | $1.57M | 0.8% | +33,328.0% | 0.128% | |
4/23/2025 | Win Advisors Inc. | 128,399 | $12.03M | 6.2% | -35.3% | 0.982% | |
4/23/2025 | Petros Family Wealth LLC | 33,271 | $3.12M | 3.4% | +35.7% | 0.254% | |
4/23/2025 | Moneywise Inc. | 39,327 | $3.68M | 2.0% | -16.1% | 0.301% | |
4/22/2025 | Flagship Harbor Advisors LLC | 42,644 | $3.99M | 0.2% | +0.9% | 0.326% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 63,547 | $5.95M | 0.0% | +0.9% | 0.486% | |
4/17/2025 | Janney Montgomery Scott LLC | 16,447 | $1.54M | 0.0% | +6.8% | 0.126% | |
4/17/2025 | Cyndeo Wealth Partners LLC | 32,267 | $3.02M | 0.2% | -6.9% | 0.247% | |
4/17/2025 | MFA Wealth Services | 80,386 | $7.53M | 6.2% | +5.9% | 0.615% | |
4/16/2025 | Pathway Financial Advisors LLC | 59,415 | $5.57M | 1.0% | +1.7% | 0.454% | |
4/15/2025 | Strategic Equity Management | 4,481 | $420K | 0.2% | -53.3% | 0.034% | |
4/14/2025 | Capital Investment Advisors LLC | 41,992 | $3.93M | 0.1% | +35.5% | 0.340% | |
4/11/2025 | IAM Advisory LLC | 139,511 | $13.07M | 3.4% | -5.6% | 1.130% | |
4/11/2025 | Procyon Advisors LLC | 298,510 | $27.96M | 1.7% | -2.4% | 2.417% | |
4/11/2025 | Next Level Private LLC | 86,003 | $8.06M | 3.0% | N/A | 0.696% | |
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4/9/2025 | Freestate Advisors LLC | 9,471 | $887K | 0.9% | -3.1% | 0.077% | |
4/9/2025 | RFG Advisory LLC | 10,775 | $1.01M | 0.0% | N/A | 0.087% | |
2/24/2025 | Great Valley Advisor Group Inc. | 873,010 | $87.04M | 1.9% | +4.8% | 7.185% | |
2/19/2025 | WCG Wealth Advisors LLC | 13,677 | $1.36M | 0.1% | -20.2% | 0.126% | |
2/18/2025 | 49 Wealth Management LLC | 11,527 | $1.15M | 0.2% | -37.8% | 0.106% | |
2/18/2025 | Mpwm Advisory Solutions LLC | 3,945 | $393K | 0.3% | N/A | 0.036% | |
2/17/2025 | Waverly Advisors LLC | 5,499 | $548K | 0.0% | -3.9% | 0.051% | |
2/17/2025 | Clark Capital Management Group Inc. | 4,026 | $401K | 0.0% | +68.7% | 0.037% | |
2/17/2025 | Cresset Asset Management LLC | 28,632 | $2.86M | 0.0% | +3.7% | 0.264% | |
2/17/2025 | Cetera Investment Advisers | 109,870 | $10.95M | 0.0% | -1.3% | 1.013% | |
2/17/2025 | Captrust Financial Advisors | 31,364 | $3.13M | 0.0% | -8.8% | 0.289% | |
2/17/2025 | Citadel Advisors LLC | 12,505 | $1.25M | 0.0% | -42.2% | 0.115% | |
2/17/2025 | Bank of America Corp DE | 162,887 | $16.24M | 0.0% | +163.4% | 1.501% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 2,843 | $283K | 0.0% | N/A | 0.026% | |
2/14/2025 | Capital Analysts LLC | 28,665 | $2.86M | 0.1% | -4.7% | 0.264% | |
2/14/2025 | Integrated Wealth Concepts LLC | 14,271 | $1.42M | 0.0% | +5.3% | 0.132% | |
2/14/2025 | Susquehanna International Group LLP | 18,670 | $1.86M | 0.0% | +71.8% | 0.172% | |
2/14/2025 | IHT Wealth Management LLC | 28,984 | $2.89M | 0.1% | +7.9% | 0.267% | |
2/14/2025 | Stifel Financial Corp | 31,457 | $3.14M | 0.0% | -51.8% | 0.290% | |
2/14/2025 | MML Investors Services LLC | 29,524 | $2.94M | 0.0% | -4.0% | 0.272% | |
2/13/2025 | Savvy Advisors Inc. | 2,166 | $216K | 0.0% | N/A | 0.020% | |
2/13/2025 | Rockefeller Capital Management L.P. | 23,188 | $2.31M | 0.0% | +15.1% | 0.214% | |
2/13/2025 | Petros Family Wealth LLC | 24,520 | $2.45M | 2.6% | N/A | 0.226% | |
2/13/2025 | Raymond James Financial Inc. | 417,496 | $41.62M | 0.0% | N/A | 3.848% | |
2/13/2025 | Ruggaard & Associates LLC | 133,553 | $13.32M | 5.8% | +2.6% | 1.231% | |
2/13/2025 | Envestnet Asset Management Inc. | 627,720 | $62.58M | 0.0% | -10.0% | 5.785% | |
2/13/2025 | Wells Fargo & Company MN | 10,344 | $1.03M | 0.0% | +2,773.3% | 0.095% | |
2/12/2025 | Prevail Innovative Wealth Advisors LLC | 8,766 | $874K | 0.3% | +25.1% | 0.081% | |
2/12/2025 | BlueChip Wealth Advisors LLC | 5,773 | $576K | 0.3% | -61.4% | 0.053% | |
2/12/2025 | Hobbs Group Advisors LLC | 8,247 | $822K | 0.3% | -27.6% | 0.076% | |
2/12/2025 | JPMorgan Chase & Co. | 360 | $36K | 0.0% | +339.0% | 0.003% | |
2/11/2025 | LPL Financial LLC | 1,375,211 | $137.11M | 0.1% | +10.7% | 12.675% | |
2/11/2025 | American Century Companies Inc. | 894,897 | $89.22M | 0.1% | -14.2% | 8.248% | |
2/10/2025 | Cozad Asset Management Inc. | 3,657 | $365K | 0.0% | +10.4% | 0.034% | |
2/10/2025 | Harbour Investments Inc. | 2,226 | $222K | 0.0% | +21.4% | 0.021% | |
2/10/2025 | Commonwealth Equity Services LLC | 104,883 | $10.46M | 0.0% | -0.5% | 0.967% | |
2/7/2025 | Prosperity Financial Group Inc. | 21,923 | $2.19M | 1.1% | +3.5% | 0.202% | |
2/7/2025 | Independent Advisor Alliance | 277,267 | $27.64M | 0.4% | N/A | 2.555% | |
2/7/2025 | Strategic Equity Management | 9,595 | $957K | 0.4% | +187.9% | 0.088% | |
2/7/2025 | Larson Financial Group LLC | 102,862 | $10.26M | 0.5% | +105.2% | 0.948% | |
2/6/2025 | Raymond James Financial Inc. | 417,496 | $41.62M | 0.0% | N/A | 3.848% | |
2/6/2025 | Atria Investments Inc | 10,723 | $1.07M | 0.0% | -0.9% | 0.099% | |
2/6/2025 | Bedel Financial Consulting Inc. | 22,539 | $2.41M | 0.3% | -2.6% | 0.208% | |
2/6/2025 | Unified Investment Management | 12,636 | $1.26M | 1.4% | N/A | 0.116% | |
2/5/2025 | WR Wealth Planners LLC | 44,428 | $4.43M | 1.4% | +12.8% | 0.409% | |
2/4/2025 | IFP Advisors Inc | 15,724 | $1.57M | 0.1% | +11.4% | 0.145% | |
2/4/2025 | Cannon Wealth Management Services LLC | 1,900 | $200K | 0.2% | -72.5% | 0.018% | |
2/4/2025 | Mainstay Capital Management LLC ADV | 1,168,742 | $116.52M | 17.7% | +375.0% | 10.772% | |
2/3/2025 | Sigma Planning Corp | 47,544 | $4.74M | 0.1% | -9.6% | 0.438% | |
2/3/2025 | Parcion Private Wealth LLC | 48,901 | $4.88M | 0.4% | +0.8% | 0.451% | |
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2/3/2025 | Sunpointe LLC | 7,138 | $712K | 0.4% | N/A | 0.066% | |
2/3/2025 | Private Advisor Group LLC | 182,221 | $18.17M | 0.1% | +35.7% | 1.679% | |
1/31/2025 | Global Retirement Partners LLC | 2,357 | $235K | 0.0% | +24.7% | 0.022% | |
1/31/2025 | Key Financial Inc | 725 | $72K | 0.0% | +93.3% | 0.007% | |
1/31/2025 | Atria Wealth Solutions Inc. | 2,249 | $224K | 0.0% | N/A | 0.021% | |
1/31/2025 | D.A. Davidson & CO. | 8,034 | $801K | 0.0% | N/A | 0.074% | |
1/31/2025 | Pathway Financial Advisors LLC | 58,422 | $5.83M | 1.3% | -1.8% | 0.538% | |
1/30/2025 | Strategic Financial Concepts LLC | 25,073 | $25K | 0.0% | N/A | 0.231% | |
1/28/2025 | Kestra Private Wealth Services LLC | 30,054 | $3.00M | 0.1% | N/A | 0.277% | |
1/28/2025 | Apollon Financial LLC | 2,715 | $271K | 0.1% | N/A | 0.025% | |