5/2/2025 | BIP Wealth LLC | 538,959 | $21.91M | 1.4% | +7.7% | 3.493% | |
5/1/2025 | CWM LLC | 1,704,621 | $69.29M | 0.3% | +1.9% | 11.047% | |
5/1/2025 | Auour Investments LLC | 130,744 | $5.32M | 1.9% | -6.8% | 0.847% | |
5/1/2025 | Fifth Third Securities Inc. | 6,190 | $252K | 0.0% | +22.8% | 0.040% | |
4/30/2025 | Moloney Securities Asset Management LLC | 87,068 | $3.54M | 0.5% | -26.8% | 0.564% | |
4/30/2025 | Cornerstone Planning Group LLC | 1,124 | $46K | 0.0% | N/A | 0.007% | |
4/30/2025 | Stratos Wealth Partners LTD. | 14,129 | $574K | 0.0% | +5.1% | 0.092% | |
4/29/2025 | Envestnet Asset Management Inc. | 28,170 | $1.15M | 0.0% | +2.9% | 0.183% | |
4/29/2025 | Bank of New York Mellon Corp | 6,155 | $250K | 0.0% | N/A | 0.040% | |
4/28/2025 | TKG Advisors LLC | 11,408 | $464K | 0.2% | N/A | 0.074% | |
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4/28/2025 | Elmwood Wealth Management Inc. | 45,264 | $1.84M | 0.8% | +15.5% | 0.293% | |
4/28/2025 | Private Trust Co. NA | 2,306 | $94K | 0.0% | +553.3% | 0.015% | |
4/25/2025 | G&S Capital LLC | 12,300 | $500K | 0.2% | N/A | 0.080% | |
4/24/2025 | Golden State Wealth Management LLC | 16,390 | $666K | 0.1% | -13.4% | 0.106% | |
4/24/2025 | Kraft Davis & Associates LLC | 10,988 | $446K | 0.1% | -4.0% | 0.071% | |
4/23/2025 | Western Wealth Management LLC | 17,842 | $725K | 0.0% | +7.9% | 0.116% | |
4/23/2025 | Golden State Wealth Management LLC | 32,779 | $1.33M | 0.1% | +73.2% | 0.212% | |
4/23/2025 | David Kennon Inc | 208,977 | $8.50M | 3.4% | +1.6% | 1.354% | |
4/23/2025 | Oppenheimer & Co. Inc. | 7,287 | $296K | 0.0% | N/A | 0.047% | |
4/23/2025 | Valmark Advisers Inc. | 16,925 | $688K | 0.0% | +26.2% | 0.110% | |
4/23/2025 | Continuum Advisory LLC | 8,140 | $331K | 0.0% | -27.8% | 0.053% | |
4/22/2025 | TrueMark Investments LLC | 5,818 | $237K | 0.1% | N/A | 0.038% | |
4/22/2025 | Crews Bank & Trust | 23,230 | $944K | 0.2% | -6.0% | 0.151% | |
4/22/2025 | Advisor Resource Council | 74,259 | $2.96M | 0.2% | N/A | 0.481% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 7,915 | $321K | 0.0% | +5.8% | 0.051% | |
4/17/2025 | Authentikos Wealth Advisory LLC | 11,281 | $459K | 0.4% | +94.5% | 0.078% | |
4/17/2025 | ORBA Wealth Advisors L.L.C. | 207,100 | $8.42M | 4.2% | +3.0% | 1.433% | |
4/16/2025 | Opal Wealth Advisors LLC | 1,011 | $41K | 0.0% | -89.9% | 0.007% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 185,425 | $7.54M | 0.0% | -22.2% | 1.283% | |
4/16/2025 | Salem Investment Counselors Inc. | 21,859 | $889K | 0.0% | -2.7% | 0.151% | |
4/15/2025 | CX Institutional | 972 | $40K | 0.0% | N/A | 0.007% | |
4/15/2025 | Collier Financial | 5,856 | $238K | 0.2% | -16.0% | 0.041% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 8,341 | $339K | 0.0% | N/A | 0.058% | |
4/10/2025 | CGN Advisors LLC | 27,707 | $1.13M | 0.1% | -8.5% | 0.192% | |
4/9/2025 | Paladin Wealth LLC | 31,155 | $1.27M | 1.1% | +2.2% | 0.216% | |
4/9/2025 | Gradient Investments LLC | 1,847,262 | $75.09M | 1.5% | +5.8% | 12.784% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 238,253 | $9.63M | 0.0% | +39.4% | 1.651% | |
3/12/2025 | Centaurus Financial Inc. | 10,746 | $434K | 0.0% | +34.8% | 0.077% | |
3/10/2025 | Mattson Financial Services LLC | 44,536 | $1.82M | 0.6% | -55.0% | 0.320% | |
3/5/2025 | Copley Financial Group Inc. | 60,785 | $2.46M | 1.9% | -33.9% | 0.436% | |
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2/18/2025 | Continuum Advisory LLC | 11,280 | $456K | 0.1% | -18.9% | 0.078% | |
2/18/2025 | Glen Eagle Advisors LLC | 1,694 | $68K | 0.0% | -28.7% | 0.012% | |
2/17/2025 | Redwood Financial Network Corp | 6,136 | $248K | 0.2% | -11.0% | 0.042% | |
2/17/2025 | Bank of America Corp DE | 213,745 | $8.64M | 0.0% | +10.9% | 1.479% | |
2/17/2025 | BIP Wealth LLC | 500,490 | $20.23M | 1.4% | +6.8% | 3.464% | |
2/17/2025 | Ameriprise Financial Inc. | 5,709 | $231K | 0.0% | N/A | 0.040% | |
2/17/2025 | Aptus Capital Advisors LLC | 2,468 | $100K | 0.0% | -29.1% | 0.017% | |
2/14/2025 | Jane Street Group LLC | 22,622 | $914K | 0.0% | +92.2% | 0.157% | |
2/14/2025 | Comerica Bank | 10,081 | $407K | 0.0% | +3.8% | 0.070% | |
2/14/2025 | Leslie Global Wealth LLC | 5,675 | $229K | 0.1% | -15.1% | 0.039% | |
2/14/2025 | Susquehanna International Group LLP | 55,787 | $2.25M | 0.0% | N/A | 0.386% | |
2/14/2025 | Stifel Financial Corp | 16,371 | $662K | 0.0% | -31.3% | 0.113% | |
2/13/2025 | NewEdge Advisors LLC | 11,092 | $448K | 0.0% | -20.6% | 0.077% | |
2/13/2025 | Kraft Davis & Associates LLC | 11,444 | $463K | 0.1% | -59.8% | 0.079% | |
2/13/2025 | Raymond James Financial Inc. | 521,314 | $21.07M | 0.0% | N/A | 3.608% | |
2/13/2025 | Envestnet Asset Management Inc. | 27,379 | $1.11M | 0.0% | -89.9% | 0.189% | |
2/12/2025 | Orion Portfolio Solutions LLC | 11,054 | $447K | 0.0% | -20.3% | 0.076% | |
2/12/2025 | Prestige Wealth Management Group LLC | 10,556 | $427K | 0.1% | N/A | 0.073% | |
2/11/2025 | Congress Wealth Management LLC DE | 51,839 | $2.10M | 0.0% | +1.6% | 0.359% | |
2/11/2025 | LPL Financial LLC | 1,125,289 | $45.47M | 0.0% | +4.5% | 7.787% | |
2/11/2025 | ZEGA Investments LLC | 9,108 | $369K | 0.1% | N/A | 0.063% | |
2/10/2025 | Eldridge Investment Advisors Inc. | 27,343 | $1.11M | 0.3% | -10.5% | 0.189% | |
2/10/2025 | Harbour Investments Inc. | 15,517 | $627K | 0.0% | -6.7% | 0.107% | |
2/10/2025 | IAG Wealth Partners LLC | 972 | $39K | 0.0% | N/A | 0.007% | |
2/7/2025 | Global View Capital Management LLC | 22,430 | $906K | 0.3% | N/A | 0.155% | |
2/7/2025 | Independent Advisor Alliance | 5,078 | $205K | 0.0% | N/A | 0.035% | |
2/7/2025 | Destination Wealth Management | 9,706 | $392K | 0.0% | -46.6% | 0.067% | |
2/6/2025 | Raymond James Financial Inc. | 521,314 | $21.07M | 0.0% | N/A | 3.608% | |
2/6/2025 | Synergy Investment Management LLC | 771 | $31K | 0.0% | N/A | 0.005% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 17,109 | $691K | 0.0% | +9.8% | 0.118% | |
2/5/2025 | Bouchey Financial Group Ltd | 169,935 | $6.87M | 0.6% | -63.1% | 1.176% | |
2/5/2025 | Verus Capital Partners LLC | 117,950 | $4.77M | 0.4% | +9.4% | 0.816% | |
2/5/2025 | WT Wealth Management | 119,273 | $4.82M | 1.5% | -0.8% | 0.825% | |
2/5/2025 | ORBA Wealth Advisors L.L.C. | 201,064 | $8.13M | 4.2% | -13.4% | 1.391% | |
2/4/2025 | Brown Financial Advisors | 88,103 | $3.56M | 1.4% | -0.6% | 0.610% | |
2/4/2025 | Cannon Wealth Management Services LLC | 12,362 | $499K | 0.4% | +55.5% | 0.086% | |
2/3/2025 | Auour Investments LLC | 140,327 | $5.70M | 2.0% | +26.4% | 0.971% | |
2/3/2025 | Ieq Capital LLC | 267,297 | $10.80M | 0.1% | N/A | 1.850% | |
2/3/2025 | Private Advisor Group LLC | 38,469 | $1.56M | 0.0% | -1.0% | 0.266% | |
1/31/2025 | Sanctuary Advisors LLC | 34,650 | $1.41M | 0.0% | -10.3% | 0.240% | |
1/30/2025 | Valmark Advisers Inc. | 13,416 | $542K | 0.0% | -2.2% | 0.093% | |
1/29/2025 | Avestar Capital LLC | 542,615 | $21.93M | 1.9% | -4.2% | 3.755% | |
1/29/2025 | Naples Global Advisors LLC | 43,900 | $1.77M | 0.2% | -5.4% | 0.304% | |
1/29/2025 | Authentikos Wealth Advisory LLC | 5,800 | $234K | 0.2% | +127.3% | 0.040% | |
1/29/2025 | Collier Financial | 6,975 | $282K | 0.3% | N/A | 0.048% | |
1/29/2025 | Paladin Wealth LLC | 30,474 | $1.23M | 1.1% | -18.3% | 0.211% | |
1/29/2025 | Opal Wealth Advisors LLC | 9,962 | $403K | 0.1% | -14.2% | 0.069% | |
1/29/2025 | Savant Capital LLC | 9,764 | $395K | 0.0% | -18.8% | 0.068% | |
1/28/2025 | Canvas Wealth Advisors LLC | 6,500 | $263K | 0.1% | +4.0% | 0.045% | |
1/28/2025 | Moloney Securities Asset Management LLC | 118,871 | $4.80M | 0.6% | +17.4% | 0.823% | |
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1/28/2025 | Golden State Wealth Management LLC | 18,930 | $765K | 0.1% | N/A | 0.131% | |
1/27/2025 | Stratos Wealth Partners LTD. | 13,449 | $543K | 0.0% | +8.4% | 0.093% | |
1/24/2025 | McAdam LLC | 6,560 | $265K | 0.0% | N/A | 0.045% | |
1/24/2025 | Richardson Financial Services Inc. | 9,622 | $389K | 0.3% | -50.0% | 0.067% | |
1/23/2025 | Fifth Third Securities Inc. | 5,041 | $204K | 0.0% | N/A | 0.035% | |
1/23/2025 | Crews Bank & Trust | 24,720 | $999K | 0.2% | N/A | 0.171% | |
1/23/2025 | David Kennon Inc | 205,715 | $8.31M | 3.3% | +4.3% | 1.424% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 7,482 | $302K | 0.0% | N/A | 0.052% | |
1/21/2025 | Gradient Investments LLC | 1,745,483 | $70.54M | 1.4% | +2.2% | 12.079% | |
1/15/2025 | CGN Advisors LLC | 30,291 | $1.22M | 0.1% | +12.2% | 0.210% | |