5/14/2025 | Aspire Growth Partners LLC | 1,406 | $366K | 0.3% | +6.1% | 0.000% | |
5/14/2025 | Frisch Financial Group Inc. | 56,444 | $14.60M | 4.1% | -0.5% | 0.006% | |
5/14/2025 | GDS Wealth Management | 2,197 | $568K | 0.0% | -25.5% | 0.000% | |
5/14/2025 | Asset Management Group Inc. | 48,813 | $12.62M | 2.3% | +7.0% | 0.005% | |
5/14/2025 | Capital Analysts LLC | 7,154 | $1.85M | 0.1% | +19.9% | 0.001% | |
5/14/2025 | Level Four Advisory Services LLC | 14,068 | $3.64M | 0.1% | +2.3% | 0.001% | |
5/14/2025 | Tradition Wealth Management LLC | 1,007 | $260K | 0.0% | +16.0% | 0.000% | |
5/14/2025 | Vertex Planning Partners LLC | 1,616 | $418K | 0.1% | +3.6% | 0.000% | |
5/14/2025 | Heritage Financial Services LLC | 2,630 | $680K | 0.1% | +2.5% | 0.000% | |
5/14/2025 | Venture Visionary Partners LLC | 222,001 | $57.41M | 2.4% | +12.2% | 0.022% | |
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5/14/2025 | Berkshire Asset Management LLC PA | 64,647 | $16.97M | 0.8% | -6.2% | 0.007% | |
5/14/2025 | Legacy Financial Advisors Inc. | 872 | $225K | 0.0% | N/A | 0.000% | |
5/14/2025 | Texas Capital Bank Wealth Management Services Inc | 28,308 | $7.32M | 0.7% | -5.9% | 0.003% | |
5/14/2025 | CWS Financial Advisors LLC | 10,864 | $2.81M | 0.9% | +4.8% | 0.001% | |
5/14/2025 | Laraway Financial Advisors Inc | 6,297 | $1.63M | 1.3% | +5.2% | 0.001% | |
5/14/2025 | Fidato Wealth LLC | 125,172 | $32.37M | 24.8% | +1.7% | 0.013% | |
5/14/2025 | Financial Advisors Network Inc. | 881 | $228K | 0.0% | N/A | 0.000% | |
5/14/2025 | GSG Advisors LLC | 948 | $234K | 0.1% | N/A | 0.000% | |
5/14/2025 | Lee Financial Co | 916 | $237K | 0.0% | -11.1% | 0.000% | |
5/14/2025 | M Holdings Securities Inc. | 52,613 | $13.61M | 2.3% | +6.4% | 0.005% | |
5/14/2025 | RWA Wealth Partners LLC | 20,081 | $5.19M | 0.1% | +22.7% | 0.002% | |
5/14/2025 | Voisard Asset Management Group Inc. | 4,967 | $1.29M | 0.4% | -1.5% | 0.001% | |
5/13/2025 | Sand Hill Global Advisors LLC | 6,752 | $1.75M | 0.1% | +50.3% | 0.001% | |
5/13/2025 | RW Investment Management LLC | 16,775 | $4.34M | 0.5% | +5.3% | 0.002% | |
5/13/2025 | Aptus Capital Advisors LLC | 14,542 | $3.76M | 0.0% | +8.2% | 0.001% | |
5/13/2025 | Northern Trust Corp | 122,409 | $31.66M | 0.0% | +10.0% | 0.012% | |
5/13/2025 | Granite Harbor Advisors Inc. | 1,549 | $401K | 0.2% | -6.2% | 0.000% | |
5/13/2025 | Brooklyn Investment Group | 932 | $241K | 0.1% | +86.4% | 0.000% | |
5/13/2025 | TriaGen Wealth Management LLC | 46,337 | $11.98M | 4.2% | -1.0% | 0.005% | |
5/13/2025 | Keystone Global Partners LLC | 7,094 | $1.84M | 1.3% | N/A | 0.001% | |
5/13/2025 | Seek First Inc. | 3,622 | $937K | 0.8% | N/A | 0.000% | |
5/13/2025 | 17 Capital Partners LLC | 4,908 | $1.27M | 0.8% | +14.5% | 0.000% | |
5/13/2025 | Cascade Financial Partners LLC | 24,320 | $6.29M | 0.8% | +2.0% | 0.002% | |
5/13/2025 | Ethos Financial Group LLC | 34,087 | $8.82M | 0.8% | +2.7% | 0.003% | |
5/13/2025 | Moment Partners LLC | 2,285 | $591K | 0.1% | +98.2% | 0.000% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 158,049 | $40.88M | 0.4% | +5.0% | 0.016% | |
5/13/2025 | Intrepid Financial Planning Group LLC | 790 | $204K | 0.1% | -19.8% | 0.000% | |
5/13/2025 | RMR Capital Management LLC | 6,760 | $1.75M | 1.2% | +4.0% | 0.001% | |
5/13/2025 | Raymond James Financial Inc. | 6,186,061 | $1.60B | 0.6% | +2.1% | 0.624% | |
5/13/2025 | Elevatus Welath Management | 1,884 | $487K | 0.3% | -56.1% | 0.000% | |
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5/13/2025 | Cresset Asset Management LLC | 369,569 | $95.57M | 0.5% | -0.3% | 0.037% | |
5/13/2025 | Schneider Downs Wealth Management Advisors LP | 230,998 | $59.74M | 10.8% | +6.3% | 0.023% | |
5/13/2025 | Forvis Mazars Wealth Advisors LLC | 45,979 | $11.89M | 0.3% | +35.0% | 0.005% | |
5/13/2025 | Boston Family Office LLC | 7,962 | $2.06M | 0.1% | +20.0% | 0.001% | |
5/13/2025 | Tocqueville Asset Management L.P. | 962 | $249K | 0.0% | -78.6% | 0.000% | |
5/13/2025 | Wealthedge Investment Advisors LLC | 24,299 | $6.28M | 2.8% | -12.6% | 0.002% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 50,321 | $13.01M | 1.0% | -10.8% | 0.005% | |
5/13/2025 | EverSource Wealth Advisors LLC | 4,264 | $1.10M | 0.1% | -3.7% | 0.000% | |
5/13/2025 | Horizon Investments LLC | 77,753 | $20.11M | 0.6% | -1.1% | 0.008% | |
5/13/2025 | Providence Capital Advisors LLC | 1,289 | $333K | 0.1% | +5.3% | 0.000% | |
5/13/2025 | Stephen J. Garry & Associates LLC | 3,995 | $1.03M | 1.0% | +2.0% | 0.000% | |
5/13/2025 | Harbor Advisory Corp MA | 31,319 | $8.10M | 2.7% | +4.8% | 0.003% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 43,195 | $11.17M | 0.1% | +201.6% | 0.004% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 1,416 | $366K | 0.0% | N/A | 0.000% | |
5/13/2025 | Ted Buchan & Co | 954 | $247K | 0.1% | +10.5% | 0.000% | |
5/13/2025 | American Money Management LLC | 10,286 | $2.66M | 0.5% | -2.9% | 0.001% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 195 | $50K | 0.1% | +2,337.5% | 0.000% | |
5/13/2025 | NFP Retirement Inc. | 69,088 | $17.87M | 1.4% | -1.7% | 0.007% | |
5/13/2025 | Bridgewealth Advisory Group LLC | 5,548 | $1.44M | 1.9% | -78.8% | 0.001% | |
5/13/2025 | Klingman & Associates LLC | 1,059 | $274K | 0.0% | -16.2% | 0.000% | |
5/13/2025 | WESCAP Management Group Inc. | 14,049 | $3.63M | 0.9% | +2.5% | 0.001% | |
5/13/2025 | GKV Capital Management Co. Inc. | 3,561 | $921K | 0.8% | N/A | 0.000% | |
5/13/2025 | Dagco Inc. | 611 | $158K | 0.1% | N/A | 0.000% | |
5/13/2025 | Russell Investments Group Ltd. | 6,429 | $1.66M | 0.0% | +269.5% | 0.001% | |
5/13/2025 | Callan Family Office LLC | 5,090 | $1.32M | 0.1% | +12.4% | 0.001% | |
5/13/2025 | Rossmore Private Capital | 38,539 | $9.97M | 1.2% | -2.5% | 0.004% | |
5/13/2025 | Stone House Investment Management LLC | 2,535 | $656K | 0.1% | +9.7% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 878,631 | $227.23M | 0.3% | +27.6% | 0.089% | |
5/13/2025 | Trajan Wealth LLC | 4,758 | $1.23M | 0.1% | -2.8% | 0.000% | |
5/13/2025 | Elevation Capital Advisory LLC | 913 | $236K | 0.1% | N/A | 0.000% | |
5/12/2025 | AGF Management Ltd. | 122,833 | $31.77M | 0.2% | +1.4% | 0.012% | |
5/12/2025 | Mustard Seed Financial LLC | 5,626 | $1.46M | 1.2% | +4.2% | 0.001% | |
5/12/2025 | Gouws Capital LLC | 1,957 | $506K | 0.3% | N/A | 0.000% | |
5/12/2025 | PCG Asset Management LLC | 1,066 | $276K | 0.3% | +37.4% | 0.000% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 26,558 | $6.87M | 0.0% | -2.1% | 0.003% | |
5/12/2025 | Cypress Capital Group | 5,133 | $1.33M | 0.2% | -9.8% | 0.001% | |
5/12/2025 | WP Advisors LLC | 17,141 | $4.43M | 1.5% | +1.8% | 0.002% | |
5/12/2025 | Ballast Inc. | 131,625 | $34.04M | 9.6% | +1.3% | 0.013% | |
5/12/2025 | Houlihan Financial Resource Group Ltd. | 32,913 | $8.51M | 3.8% | -1.6% | 0.003% | |
5/12/2025 | Operose Advisors LLC | 16,324 | $4.22M | 1.4% | +102.5% | 0.002% | |
5/12/2025 | Motley Fool Wealth Management LLC | 15,490 | $4.01M | 0.2% | -15.6% | 0.002% | |
5/12/2025 | Independent Advisor Alliance | 2,299 | $595K | 0.0% | -97.2% | 0.000% | |
5/12/2025 | Staley Capital Advisers Inc. | 48,358 | $12.51M | 0.6% | -21.3% | 0.005% | |
5/12/2025 | Paulson Wealth Management Inc. | 2,147 | $555K | 0.2% | -5.6% | 0.000% | |
5/12/2025 | Linscomb Wealth Inc. | 9,740 | $2.52M | 0.1% | +0.7% | 0.001% | |
5/12/2025 | First American Trust FSB | 1,370 | $354K | 0.0% | +6.6% | 0.000% | |
5/12/2025 | SouthState Corp | 18,652 | $4.82M | 0.2% | +4.5% | 0.002% | |
5/12/2025 | Cobblestone Capital Advisors LLC NY | 1,340 | $347K | 0.0% | -37.9% | 0.000% | |
5/12/2025 | Cooper Financial Group | 1,217 | $315K | 0.0% | +6.1% | 0.000% | |
5/12/2025 | Biltmore Family Office LLC | 5,478 | $1.42M | 0.2% | +5.8% | 0.001% | |
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5/12/2025 | White Lighthouse Investment Management Inc. | 17,493 | $4.52M | 0.8% | +3.4% | 0.002% | |
5/12/2025 | Covington Investment Advisors Inc. | 7,567 | $1.96M | 0.3% | +2.7% | 0.001% | |
5/12/2025 | Invesco Ltd. | 1,309 | $339K | 0.0% | -2.8% | 0.000% | |
5/12/2025 | Berger Financial Group Inc | 1,548 | $400K | 0.0% | -4.1% | 0.000% | |
5/12/2025 | Pandora Wealth Inc. | 7,282 | $1.88M | 1.2% | N/A | 0.001% | |
5/12/2025 | Fiduciary Family Office LLC | 5,403 | $1.40M | 0.5% | N/A | 0.001% | |
5/12/2025 | True North Advisors LLC | 2,747 | $710K | 0.1% | +30.4% | 0.000% | |
5/12/2025 | Benjamin Edwards Inc. | 61,698 | $15.96M | 0.2% | +3.6% | 0.006% | |
5/12/2025 | Covestor Ltd | 1,022 | $264K | 0.2% | -6.5% | 0.000% | |
5/12/2025 | JPMorgan Chase & Co. | 2,299,184 | $594.62M | 0.0% | -0.3% | 0.232% | |