5/2/2025 | Kingsview Wealth Management LLC | 46,876 | $4.66M | 0.1% | +102.7% | 0.089% | |
5/2/2025 | Legacy Capital Wealth Partners LLC | 80,370 | $7.48M | 1.6% | -14.1% | 0.152% | |
5/2/2025 | Landaas & Co. WI ADV | 3,595 | $357K | 0.1% | +6.1% | 0.007% | |
5/2/2025 | Apollon Wealth Management LLC | 9,514 | $945K | 0.0% | N/A | 0.018% | |
5/1/2025 | Florida Financial Advisors LLC | 2,934 | $291K | 0.1% | N/A | 0.006% | |
5/1/2025 | CWM LLC | 2,885 | $287K | 0.0% | +61.3% | 0.005% | |
5/1/2025 | TFR Capital LLC. | 84,583 | $8.40M | 3.5% | -2.8% | 0.160% | |
5/1/2025 | Fifth Third Securities Inc. | 8,415 | $836K | 0.1% | +43.0% | 0.016% | |
5/1/2025 | Rik Saylor Financial Inc. | 12,896 | $1.28M | 1.1% | +8.6% | 0.024% | |
4/30/2025 | Allworth Financial LP | 2,211,381 | $213.55M | 1.2% | +0.3% | 4.178% | |
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4/30/2025 | Axxcess Wealth Management LLC | 59,729 | $5.93M | 0.2% | N/A | 0.113% | |
4/30/2025 | M&T Bank Corp | 2,731 | $271K | 0.0% | -4.6% | 0.005% | |
4/30/2025 | Stratos Wealth Partners LTD. | 60,397 | $6M | 0.1% | -24.6% | 0.114% | |
4/29/2025 | Envestnet Asset Management Inc. | 138,787 | $13.79M | 0.0% | +113.7% | 0.262% | |
4/29/2025 | Chilton Capital Management LLC | 401 | $40K | 0.0% | -25.6% | 0.001% | |
4/29/2025 | Concurrent Investment Advisors LLC | 15,494 | $1.54M | 0.0% | +100.6% | 0.029% | |
4/29/2025 | Bank of New York Mellon Corp | 852,081 | $84.65M | 0.0% | N/A | 1.610% | |
4/29/2025 | World Investment Advisors | 43,411 | $4.31M | 0.1% | +0.4% | 0.082% | |
4/29/2025 | Brookstone Capital Management | 40,281 | $4.00M | 0.1% | +18.0% | 0.076% | |
4/28/2025 | Fusion Family Wealth LLC | 1,570,573 | $156.02M | 14.3% | +7.0% | 2.967% | |
4/28/2025 | Mutual Advisors LLC | 2,175 | $210K | 0.0% | -4.7% | 0.004% | |
4/28/2025 | Private Trust Co. NA | 2,419 | $240K | 0.0% | -13.5% | 0.005% | |
4/25/2025 | Ameritas Advisory Services LLC | 57,795 | $5.74M | 0.2% | -6.3% | 0.109% | |
4/25/2025 | Essex Financial Services Inc. | 30,992 | $3.08M | 0.2% | +9.4% | 0.059% | |
4/25/2025 | Sovran Advisors LLC | 2,337 | $219K | 0.0% | N/A | 0.004% | |
4/25/2025 | Colonial River Investments LLC | 75,127 | $7.46M | 4.1% | N/A | 0.142% | |
4/24/2025 | Golden State Wealth Management LLC | 16,379 | $1.63M | 0.2% | +129.4% | 0.031% | |
4/24/2025 | Money Concepts Capital Corp | 6,595 | $655K | 0.0% | +11.6% | 0.012% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 574 | $57K | 0.0% | N/A | 0.001% | |
4/24/2025 | Holistic Planning LLC | 12,581 | $1.25M | 0.4% | N/A | 0.024% | |
4/24/2025 | Kraft Davis & Associates LLC | 94,227 | $8.87M | 2.8% | -48.1% | 0.178% | |
4/23/2025 | Western Wealth Management LLC | 66,818 | $6.64M | 0.4% | +1.5% | 0.126% | |
4/23/2025 | Wealth Effects LLC | 2,025 | $201K | 0.1% | N/A | 0.004% | |
4/23/2025 | Pinnacle Bancorp Inc. | 488 | $48K | 0.0% | -28.0% | 0.001% | |
4/23/2025 | Golden State Wealth Management LLC | 32,754 | $3.25M | 0.2% | +358.7% | 0.062% | |
4/23/2025 | Bessemer Group Inc. | 4,600 | $457K | 0.0% | -16.7% | 0.009% | |
4/23/2025 | E&G Advisors LP | 14,343 | $1.43M | 0.4% | +5.3% | 0.027% | |
4/23/2025 | Mission Hills Financial Advisory LLC | 65,949 | $6.55M | 4.5% | -1.9% | 0.125% | |
4/23/2025 | Investment Planning Advisors Inc. | 21,620 | $2.15M | 0.9% | -84.6% | 0.041% | |
4/23/2025 | Consolidated Portfolio Review Corp | 42,161 | $4.19M | 0.7% | +21.3% | 0.080% | |
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4/23/2025 | AssuredPartners Investment Advisors LLC | 36,463 | $3.62M | 0.7% | +6.3% | 0.069% | |
4/23/2025 | Crewe Advisors LLC | 374 | $37K | 0.0% | N/A | 0.001% | |
4/22/2025 | Rodgers & Associates LTD | 22,899 | $2.28M | 0.3% | -4.3% | 0.043% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 49,450 | $4.91M | 0.0% | -14.0% | 0.093% | |
4/22/2025 | Aspire Capital Advisors LLC | 118,917 | $11.81M | 3.5% | -19.8% | 0.225% | |
4/22/2025 | Retirement Planning Group LLC NY | 48,852 | $4.85M | 4.9% | +8.6% | 0.092% | |
4/22/2025 | Denver Wealth Management Inc. | 142,149 | $14.12M | 6.4% | -2.8% | 0.269% | |
4/21/2025 | ERn Financial LLC | 385,849 | $38.33M | 6.1% | -3.3% | 0.729% | |
4/21/2025 | United Advisor Group LLC | 4,484 | $445K | 0.1% | +27.5% | 0.008% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 7,356 | $731K | 0.0% | -27.6% | 0.014% | |
4/21/2025 | Cadent Capital Advisors LLC | 121,162 | $12.04M | 4.3% | -3.3% | 0.229% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 46,120 | $4.58M | 0.2% | +1.1% | 0.087% | |
4/17/2025 | Janney Montgomery Scott LLC | 20,298 | $2.02M | 0.0% | +4.2% | 0.038% | |
4/17/2025 | Stewardship Advisors LLC | 215,550 | $21.41M | 5.8% | +11.1% | 0.407% | |
4/17/2025 | Total Clarity Wealth Management Inc. | 30,764 | $3.01M | 1.0% | -0.8% | 0.058% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 11,647 | $1.16M | 0.0% | -1.0% | 0.022% | |
4/17/2025 | Tcfg Wealth Management LLC | 6,148 | $611K | 0.3% | +32.4% | 0.012% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 94,179 | $9.36M | 0.0% | -4.2% | 0.178% | |
4/15/2025 | Kozak & Associates Inc. | 569,709 | $54.40M | 13.5% | +3.6% | 1.091% | |
4/15/2025 | Simplicity Wealth LLC | 17,866 | $1.78M | 0.1% | +21.9% | 0.034% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 60,978 | $6.06M | 0.2% | +4.9% | 0.117% | |
4/10/2025 | Fermata Advisors LLC | 93,546 | $9.29M | 1.7% | -11.4% | 0.179% | |
4/10/2025 | Secure Asset Management LLC | 5,058 | $502K | 0.1% | +23.5% | 0.010% | |
4/10/2025 | Key Client Fiduciary Advisors LLC | 18,765 | $1.86M | 0.8% | +0.7% | 0.036% | |
4/9/2025 | Merit Financial Group LLC | 180,540 | $17.94M | 0.3% | +8.0% | 0.346% | |
4/9/2025 | Harbor Investment Advisory LLC | 577 | $57K | 0.0% | -16.4% | 0.001% | |
4/9/2025 | Flagstar Advisors Inc. | 2,102 | $209K | 0.1% | -19.0% | 0.004% | |
4/9/2025 | NBC Securities Inc. | 1,256 | $124K | 0.0% | +125,500.0% | 0.002% | |
4/8/2025 | Lowe Wealth Advisors LLC | 300 | $30K | 0.0% | -40.0% | 0.001% | |
4/7/2025 | Tompkins Financial Corp | 40,554 | $4.03M | 0.4% | -2.3% | 0.078% | |
4/7/2025 | GAMMA Investing LLC | 22,948 | $22.80M | 0.0% | +9,834.2% | 0.044% | |
4/7/2025 | AdvisorNet Financial Inc | 35,892 | $3.57M | 0.3% | +2.7% | 0.069% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 98,262 | $9.62M | 0.0% | +4.4% | 0.194% | |
3/6/2025 | TFR Capital LLC. | 87,026 | $8.52M | 4.2% | N/A | 0.174% | |
2/28/2025 | Brooklyn FI LLC | 16,000 | $1.60M | 0.3% | N/A | 0.032% | |
2/24/2025 | Ameriflex Group Inc. | 867 | $89K | 0.0% | N/A | 0.002% | |
2/24/2025 | United Advisor Group LLC | 3,516 | $344K | 0.1% | -31.2% | 0.007% | |
2/20/2025 | Michels Family Financial LLC | 2,975 | $291K | 0.3% | N/A | 0.009% | |
2/19/2025 | Retirement Planning Group LLC NY | 45,002 | $4.41M | 4.9% | N/A | 0.133% | |
2/18/2025 | GTS Securities LLC | 4,965 | $486K | 0.0% | N/A | 0.015% | |
2/18/2025 | Mpwm Advisory Solutions LLC | 405 | $40K | 0.0% | N/A | 0.001% | |
2/17/2025 | Visionary Wealth Advisors | 6,487 | $635K | 0.0% | +4.3% | 0.019% | |
2/17/2025 | Redwood Financial Network Corp | 6,116 | $599K | 0.4% | +10.2% | 0.018% | |
2/17/2025 | Main Street Group LTD | 3,131 | $307K | 0.1% | +3.8% | 0.009% | |
2/17/2025 | Obermeyer Wealth Partners | 7,510 | $735K | 0.0% | +2.0% | 0.022% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 8,535 | $836K | 0.0% | -30.1% | 0.025% | |
2/17/2025 | Cetera Investment Advisers | 238,227 | $23.33M | 0.0% | +14.1% | 0.702% | |
2/17/2025 | Citadel Advisors LLC | 2,347 | $230K | 0.0% | N/A | 0.007% | |
2/17/2025 | Baird Financial Group Inc. | 8,454 | $828K | 0.0% | N/A | 0.025% | |
2/17/2025 | Bank of America Corp DE | 1,956,141 | $191.55M | 0.0% | +4.9% | 5.762% | |
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2/17/2025 | Ameriprise Financial Inc. | 3,231,920 | $316.47M | 0.1% | +0.6% | 9.520% | |
2/17/2025 | Ancora Advisors LLC | 56,976 | $5.58M | 0.1% | -1.3% | 0.168% | |
2/14/2025 | Pennington Partners & CO. LLC | 4,668 | $457K | 0.2% | N/A | 0.014% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 8,840 | $866K | 0.0% | -7.2% | 0.026% | |
2/14/2025 | Comerica Bank | 8,024 | $786K | 0.0% | -15.6% | 0.024% | |
2/14/2025 | Integrated Wealth Concepts LLC | 36,618 | $3.59M | 0.0% | +6.0% | 0.108% | |
2/14/2025 | Susquehanna International Group LLP | 29,677 | $2.91M | 0.0% | N/A | 0.087% | |
2/14/2025 | IHT Wealth Management LLC | 21,996 | $2.15M | 0.1% | -33.9% | 0.065% | |
2/14/2025 | Stifel Financial Corp | 276,350 | $27.06M | 0.0% | +3.4% | 0.814% | |
2/14/2025 | MML Investors Services LLC | 127,379 | $12.47M | 0.0% | +1.6% | 0.375% | |