5/2/2025 | Kingsview Wealth Management LLC | 2,756 | $508K | 0.0% | N/A | 0.010% | |
5/2/2025 | Grant Street Asset Management Inc. | 144,711 | $26.65M | 6.5% | +4.5% | 0.502% | |
5/2/2025 | SBI Securities Co. Ltd. | 2,695 | $496K | 0.0% | +10.1% | 0.009% | |
5/2/2025 | Apollon Financial LLC | 6,457 | $1.19M | 0.3% | +12.1% | 0.022% | |
5/2/2025 | Sigma Planning Corp | 2,137 | $394K | 0.0% | +25.6% | 0.007% | |
5/1/2025 | Asset Dedication LLC | 552 | $102K | 0.0% | -18.3% | 0.002% | |
5/1/2025 | Cahaba Wealth Management Inc. | 1,260 | $232K | 0.0% | +8.1% | 0.004% | |
5/1/2025 | CWM LLC | 1,606 | $296K | 0.0% | +13.9% | 0.006% | |
5/1/2025 | Stephens Inc. AR | 3,317 | $611K | 0.0% | -8.3% | 0.012% | |
5/1/2025 | Lane & Associates LLC | 31,202 | $5.75M | 3.1% | -1.1% | 0.108% | |
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5/1/2025 | Fifth Third Securities Inc. | 10,257 | $1.89M | 0.2% | +18.5% | 0.036% | |
4/30/2025 | Cerity Partners LLC | 26,544 | $4.89M | 0.0% | +9.8% | 0.092% | |
4/30/2025 | Phillips Financial Management LLC | 106,732 | $19.66M | 1.5% | -1.9% | 0.371% | |
4/30/2025 | Allworth Financial LP | 19,668 | $3.46M | 0.0% | +3.4% | 0.068% | |
4/30/2025 | Ascent Capital Management LLC | 11,995 | $2.21M | 2.2% | -0.9% | 0.042% | |
4/30/2025 | Bridges Investment Management Inc. | 1,811 | $334K | 0.0% | -5.7% | 0.006% | |
4/30/2025 | Ramiah Investment Group | 17,106 | $3.15M | 3.4% | N/A | 0.059% | |
4/30/2025 | Axxcess Wealth Management LLC | 2,130 | $392K | 0.0% | +3.1% | 0.007% | |
4/30/2025 | Stratos Wealth Advisors LLC | 29,224 | $5.38M | 0.3% | +29.3% | 0.101% | |
4/29/2025 | Fairway Wealth LLC | 1,420 | $261K | 0.1% | -75.6% | 0.005% | |
4/29/2025 | TD Private Client Wealth LLC | 10,483 | $1.93M | 0.1% | +1.4% | 0.036% | |
4/29/2025 | Envestnet Asset Management Inc. | 163,203 | $30.06M | 0.0% | +10.1% | 0.567% | |
4/29/2025 | Strategic Blueprint LLC | 2,010 | $370K | 0.0% | +70.1% | 0.007% | |
4/29/2025 | Brookstone Capital Management | 11,551 | $2.13M | 0.0% | -11.4% | 0.040% | |
4/29/2025 | OneDigital Investment Advisors LLC | 143,719 | $26.47M | 0.3% | +0.2% | 0.499% | |
4/29/2025 | Silver Oak Securities Incorporated | 7,794 | $1.42M | 0.1% | +27.0% | 0.027% | |
4/28/2025 | Mutual Advisors LLC | 33,414 | $5.88M | 0.2% | +7.9% | 0.116% | |
4/28/2025 | DAVENPORT & Co LLC | 4,337 | $799K | 0.0% | N/A | 0.015% | |
4/28/2025 | Von Berge Wealth Management Group LLC | 6,334 | $1.12M | 0.7% | -9.9% | 0.022% | |
4/25/2025 | Mather Group LLC. | 69,176 | $12.74M | 0.1% | -3.3% | 0.240% | |
4/25/2025 | Ameritas Advisory Services LLC | 34,823 | $6.42M | 0.3% | +39.6% | 0.121% | |
4/25/2025 | Essex Financial Services Inc. | 12,263 | $2.26M | 0.2% | -2.2% | 0.043% | |
4/25/2025 | Beacon Financial Planning Inc. | 9,156 | $1.69M | 1.0% | +72.8% | 0.032% | |
4/24/2025 | Confluence Wealth Services Inc. | 2,360 | $409K | 0.0% | -5.1% | 0.008% | |
4/24/2025 | Capasso Planning Partners LLC | 12,387 | $2.28M | 1.0% | +1.0% | 0.043% | |
4/23/2025 | Western Wealth Management LLC | 2,422 | $446K | 0.0% | -6.1% | 0.008% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 2,753 | $507K | 0.0% | -9.7% | 0.010% | |
4/23/2025 | Berkshire Money Management Inc. | 2,163 | $398K | 0.0% | -24.1% | 0.008% | |
4/23/2025 | Bluesphere Advisors LLC | 9,135 | $1.68M | 1.0% | -9.0% | 0.032% | |
4/23/2025 | Consolidated Portfolio Review Corp | 3,303 | $608K | 0.1% | -3.3% | 0.011% | |
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4/23/2025 | Valmark Advisers Inc. | 13,559 | $2.50M | 0.0% | -27.1% | 0.047% | |
4/22/2025 | Flagship Harbor Advisors LLC | 15,180 | $2.80M | 0.1% | -4.2% | 0.053% | |
4/22/2025 | Encompass Wealth Advisors LLC | 12,941 | $2.38M | 1.0% | +10.1% | 0.045% | |
4/22/2025 | Rodgers & Associates LTD | 2,536 | $467K | 0.1% | +12.2% | 0.009% | |
4/22/2025 | First Bancorp Inc ME | 16,155 | $2.98M | 1.9% | +4.6% | 0.056% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 148,224 | $27.30M | 0.1% | -3.0% | 0.515% | |
4/22/2025 | Constellation Investments Inc. | 19,000 | $3.50M | 0.2% | N/A | 0.066% | |
4/22/2025 | Advisor Resource Council | 1,402 | $258K | 0.0% | N/A | 0.005% | |
4/21/2025 | Roberts Wealth Advisors LLC | 2,071 | $381K | 0.1% | +16.8% | 0.007% | |
4/21/2025 | Blue Trust Inc. | 58,729 | $10.82M | 0.1% | -12.3% | 0.204% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 1,486 | $271K | 0.0% | -13.0% | 0.005% | |
4/21/2025 | Silver Oak Securities Incorporated | 9,606 | $1.77M | 0.2% | +56.5% | 0.033% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 9,283 | $1.71M | 0.0% | +18.9% | 0.032% | |
4/21/2025 | Beacon Capital Management LLC | 116,740 | $21.50M | 2.9% | -22.6% | 0.405% | |
4/21/2025 | HFG Advisors Inc. | 11,765 | $2.17M | 1.9% | +1.8% | 0.041% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 3,404 | $627K | 0.0% | +92.0% | 0.012% | |
4/17/2025 | AA Financial Advisors LLC | 36,241 | $6.68M | 1.6% | +8.0% | 0.127% | |
4/17/2025 | Highline Wealth Partners LLC | 139 | $26K | 0.0% | N/A | 0.000% | |
4/17/2025 | Sagespring Wealth Partners LLC | 2,719 | $501K | 0.0% | +40.2% | 0.010% | |
4/17/2025 | Janney Montgomery Scott LLC | 20,206 | $3.72M | 0.0% | -7.7% | 0.071% | |
4/17/2025 | 1900 Wealth Management LLC | 2,755 | $507K | 0.0% | -8.5% | 0.010% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 28,934 | $5.33M | 0.0% | -12.8% | 0.101% | |
4/16/2025 | Relyea Zuckerberg Hanson LLC | 55,451 | $10.21M | 1.4% | -2.2% | 0.194% | |
4/16/2025 | Compagnie Lombard Odier SCmA | 950 | $175K | 0.0% | N/A | 0.003% | |
4/15/2025 | Balanced Wealth Group LLC | 20,236 | $3.73M | 1.8% | +27.8% | 0.071% | |
4/15/2025 | Zhang Financial LLC | 108,966 | $20.07M | 1.1% | -1.5% | 0.382% | |
4/15/2025 | Redhawk Wealth Advisors Inc. | 38,856 | $7.16M | 1.0% | +1.0% | 0.136% | |
4/15/2025 | Petredis Investment Advisors LLC | 122,147 | $22.50M | 2.4% | +0.1% | 0.428% | |
4/15/2025 | Signet Financial Management LLC | 19,582 | $3.61M | 0.5% | -5.5% | 0.069% | |
4/14/2025 | Farther Finance Advisors LLC | 14,451 | $2.66M | 0.1% | +1,297.6% | 0.051% | |
4/14/2025 | Centricity Wealth Management LLC | 19,167 | $3.53M | 3.2% | +25.7% | 0.067% | |
4/14/2025 | Park Avenue Securities LLC | 1,776 | $327K | 0.0% | -22.7% | 0.006% | |
4/14/2025 | Wedmont Private Capital | 4,694 | $809K | 0.0% | -4.5% | 0.016% | |
4/11/2025 | City State Bank | 700 | $129K | 0.0% | +75.0% | 0.002% | |
4/11/2025 | Verum Partners LLC | 5,010 | $923K | 0.2% | -5.7% | 0.018% | |
4/10/2025 | Horizons Wealth Management | 613 | $113K | 0.1% | N/A | 0.002% | |
4/9/2025 | ETF Portfolio Partners Inc. | 1,383 | $255K | 0.1% | -4.9% | 0.005% | |
4/9/2025 | Merit Financial Group LLC | 81,510 | $15.01M | 0.2% | -9.9% | 0.286% | |
4/9/2025 | Graves Light Lenhart Wealth Inc. | 60,712 | $11.18M | 1.4% | +4.6% | 0.213% | |
4/9/2025 | NBC Securities Inc. | 500 | $92K | 0.0% | N/A | 0.002% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 33,176 | $6.12M | 0.0% | +26.8% | 0.117% | |
2/26/2025 | Virtue Capital Management LLC | 32,358 | $5.97M | 1.2% | +0.4% | 0.114% | |
2/24/2025 | Great Valley Advisor Group Inc. | 16,994 | $3.14M | 0.1% | +385.3% | 0.060% | |
2/24/2025 | Ameriflex Group Inc. | 341 | $65K | 0.0% | N/A | 0.001% | |
2/21/2025 | Vermillion Wealth Management Inc. | 300 | $55K | 0.0% | N/A | 0.001% | |
2/19/2025 | Pinney & Scofield Inc. | 704 | $130K | 0.1% | N/A | 0.003% | |
2/18/2025 | GTS Securities LLC | 17,396 | $3.21M | 0.2% | +11.5% | 0.067% | |
2/18/2025 | Stonebridge Financial Planning Group LLC | 10,400 | $1.92M | 0.9% | -4.7% | 0.040% | |
2/18/2025 | Connecticut Wealth Management LLC | 113,162 | $20.88M | 1.0% | +140.8% | 0.439% | |
2/18/2025 | Mosaic Family Wealth Partners LLC | 9,224 | $1.70M | 0.2% | +1.8% | 0.036% | |
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2/18/2025 | Focus Partners Advisor Solutions LLC | 1,678 | $310K | 0.0% | -5.6% | 0.007% | |
2/18/2025 | First Heartland Consultants Inc. | 4,288 | $791K | 0.1% | N/A | 0.017% | |
2/17/2025 | Waverly Advisors LLC | 1,607 | $297K | 0.0% | +5.8% | 0.006% | |
2/17/2025 | Strive Asset Management LLC | 19,156 | $3.53M | 2.7% | N/A | 0.074% | |
2/17/2025 | Royal Bank of Canada | 118,613 | $21.89M | 0.0% | -25.6% | 0.460% | |
2/17/2025 | Pathstone Holdings LLC | 308,384 | $56.89M | 0.3% | +3.6% | 1.196% | |
2/17/2025 | Obsidian Personal Planning Solutions LLC | 1,342 | $255K | 0.1% | +14.2% | 0.005% | |
2/17/2025 | Minot DeBlois Advisors LLC | 555 | $102K | 0.1% | N/A | 0.002% | |
2/17/2025 | Lazard Asset Management LLC | 19,677 | $3.63M | 0.0% | -4.9% | 0.076% | |
2/17/2025 | Logan Capital Management Inc. | 6,565 | $1.21M | 0.1% | -1.1% | 0.025% | |