5/2/2025 | Mayflower Financial Advisors LLC | 54,751 | $2.55M | 0.4% | N/A | 0.507% | |
5/2/2025 | Theory Financial LLC | 37,184 | $1.73M | 0.7% | N/A | 0.345% | |
5/1/2025 | CWM LLC | 37,966 | $1.77M | 0.0% | +9,251.2% | 0.352% | |
5/1/2025 | Northwest Capital Management Inc | 37,579 | $1.75M | 0.7% | N/A | 0.348% | |
5/1/2025 | Fulcrum Equity Management | 5,576 | $260K | 0.3% | N/A | 0.052% | |
4/30/2025 | Horst & Graben Wealth Management LLC | 195,497 | $9.10M | 1.6% | N/A | 1.812% | |
4/30/2025 | Fullcircle Wealth LLC | 12,386 | $573K | 0.2% | N/A | 0.115% | |
4/29/2025 | Envestnet Asset Management Inc. | 494,805 | $23.04M | 0.0% | +355.2% | 4.586% | |
4/29/2025 | Bush Investment Group LLC | 19,085 | $889K | 0.7% | N/A | 0.177% | |
4/29/2025 | Sutton Place Investors LLC | 13,556 | $631K | 0.4% | N/A | 0.126% | |
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4/29/2025 | Strategic Blueprint LLC | 13,763 | $641K | 0.0% | N/A | 0.128% | |
4/29/2025 | OneDigital Investment Advisors LLC | 1,418,492 | $66.06M | 0.8% | N/A | 13.146% | |
4/28/2025 | Clear Creek Financial Management LLC | 15,258 | $711K | 0.1% | N/A | 0.141% | |
4/25/2025 | Hobbs Wealth Management LLC | 12,950 | $603K | 0.7% | N/A | 0.120% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 15,355 | $715K | 0.0% | N/A | 0.142% | |
4/25/2025 | Hutchens & Kramer Investment Management Group LLC | 4,309 | $201K | 0.1% | N/A | 0.040% | |
4/25/2025 | Sovran Advisors LLC | 5,267 | $241K | 0.0% | N/A | 0.049% | |
4/24/2025 | Transcend Capital Advisors LLC | 7,792 | $363K | 0.0% | N/A | 0.072% | |
4/24/2025 | Beacon Financial Advisory LLC | 8,414 | $392K | 0.1% | N/A | 0.078% | |
4/24/2025 | Tanager Wealth Management LLP | 98,195 | $4.57M | 0.6% | -15.4% | 0.910% | |
4/23/2025 | Western Financial Corp CA | 6,185 | $288K | 0.2% | N/A | 0.057% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 9,002 | $419K | 0.0% | N/A | 0.083% | |
4/23/2025 | Lifelong Wealth Advisors Inc. | 21,035 | $980K | 0.5% | N/A | 0.195% | |
4/23/2025 | TSA Wealth Managment LLC | 140,084 | $6.52M | 2.6% | N/A | 1.298% | |
4/23/2025 | Spire Wealth Management | 948 | $44K | 0.0% | N/A | 0.009% | |
4/23/2025 | Clearview Wealth Advisors LLC | 19,778 | $921K | 0.7% | N/A | 0.183% | |
4/22/2025 | Merkkuri Wealth Advisors LLC | 8,546 | $398K | 0.3% | N/A | 0.079% | |
4/22/2025 | Spectrum Planning & Advisory Services Inc. | 17,743 | $826K | 0.7% | N/A | 0.164% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 7,528 | $351K | 0.0% | N/A | 0.070% | |
4/21/2025 | Catalina Capital Group LLC | 7,484 | $349K | 0.2% | N/A | 0.069% | |
4/21/2025 | PSI Advisors LLC | 1,627 | $76K | 0.0% | N/A | 0.015% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 17,783 | $828K | 0.0% | N/A | 0.149% | |
4/15/2025 | Focus Financial Network Inc. | 52,149 | $2.43M | 0.1% | N/A | 0.436% | |
4/15/2025 | My Legacy Advisors LLC | 27,426 | $1.28M | 0.5% | N/A | 0.229% | |
4/14/2025 | Range Financial Group LLC | 16,684 | $777K | 0.3% | N/A | 0.139% | |
4/14/2025 | RDA Financial Network | 14,056 | $655K | 0.2% | N/A | 0.117% | |
4/14/2025 | Patriot Financial Group Insurance Agency LLC | 19,437 | $905K | 0.1% | N/A | 0.162% | |
4/14/2025 | FFG Retirement Advisors LLC | 121,358 | $5.65M | 3.8% | N/A | 1.014% | |
4/14/2025 | LexAurum Advisors LLC | 7,318 | $341K | 0.1% | N/A | 0.061% | |
4/11/2025 | Ehrlich Financial Group | 24,650 | $1.15M | 0.8% | N/A | 0.206% | |
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4/10/2025 | Cypress Wealth Services LLC | 31,032 | $1.45M | 0.3% | N/A | 0.259% | |
4/10/2025 | Firethorn Wealth Partners LLC | 11,319 | $527K | 0.3% | N/A | 0.095% | |
4/9/2025 | Paladin Wealth LLC | 13,253 | $617K | 0.6% | +31.3% | 0.111% | |
4/9/2025 | Gradient Investments LLC | 408,464 | $19.02M | 0.4% | +16.2% | 3.412% | |
2/25/2025 | Heck Capital Advisors LLC | 159,127 | $7.13M | 0.4% | N/A | 2.670% | |
2/18/2025 | Strait & Sound Wealth Management LLC | 5,921 | $265K | 0.1% | N/A | 0.207% | |
2/17/2025 | Cetera Investment Advisers | 53,905 | $2.42M | 0.0% | N/A | 1.885% | |
2/17/2025 | Citadel Advisors LLC | 77,724 | $3.48M | 0.0% | +1,349.5% | 2.718% | |
2/17/2025 | Bank of America Corp DE | 59,644 | $2.67M | 0.0% | +1.4% | 2.085% | |
2/14/2025 | Jane Street Group LLC | 50,377 | $2.26M | 0.0% | +274.8% | 1.761% | |
2/14/2025 | Comerica Bank | 795,067 | $35.64M | 0.1% | +172.4% | 27.800% | |
2/14/2025 | Two Sigma Securities LLC | 5,410 | $243K | 0.0% | N/A | 0.189% | |
2/13/2025 | Belpointe Asset Management LLC | 6,275 | $300K | 0.0% | N/A | 0.219% | |
2/13/2025 | Envestnet Asset Management Inc. | 108,701 | $4.87M | 0.0% | +2,298.0% | 3.801% | |
2/12/2025 | Nemes Rush Group LLC | 1,349 | $60K | 0.0% | N/A | 0.047% | |
2/12/2025 | Prime Capital Investment Advisors LLC | 2,448,299 | $109.76M | 1.6% | +27.9% | 85.605% | |
2/10/2025 | Farther Finance Advisors LLC | 1,655 | $74K | 0.0% | N/A | 0.058% | |
2/7/2025 | HighTower Advisors LLC | 25,147 | $1.13M | 0.0% | N/A | 0.879% | |
2/4/2025 | Brown Financial Advisors | 26,584 | $1.19M | 0.5% | N/A | 0.930% | |
2/3/2025 | Legacy Capital Group California Inc. | 8,072 | $362K | 0.1% | N/A | 0.282% | |
2/3/2025 | Morningstar Investment Management LLC | 572,996 | $25.69M | 2.0% | N/A | 20.035% | |
1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,324 | $264K | 0.0% | N/A | 0.186% | |
1/29/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,324 | $264K | 0.0% | N/A | 0.186% | |
1/29/2025 | Paladin Wealth LLC | 10,090 | $452K | 0.4% | N/A | 0.353% | |
1/27/2025 | Tanager Wealth Management LLP | 116,067 | $5.20M | 0.7% | -92.3% | 4.058% | |
1/21/2025 | Geneos Wealth Management Inc. | 2,979 | $134K | 0.0% | N/A | 0.104% | |
1/21/2025 | Gradient Investments LLC | 351,654 | $15.77M | 0.3% | N/A | 12.296% | |
1/17/2025 | New Century Financial Group LLC | 9,826 | $440K | 0.2% | N/A | 0.344% | |
11/15/2024 | Jane Street Group LLC | 13,441 | $651K | 0.0% | N/A | 0.470% | |
11/13/2024 | Freedom Investment Management Inc. | 4,798 | $232K | 0.0% | N/A | 0.168% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 1,914,870 | $92.70M | 1.3% | +18.2% | 66.953% | |
10/23/2024 | Tanager Wealth Management LLP | 1,515,918 | $73.39M | 9.9% | +7.6% | 53.004% | |
10/7/2024 | Richard P Slaughter Associates Inc | 237,798 | $11.51M | 2.7% | -50.0% | 8.315% | |
8/9/2024 | Prime Capital Investment Advisors LLC | 1,620,422 | $74.44M | 1.1% | N/A | 56.658% | |
7/25/2024 | Tanager Wealth Management LLP | 1,408,203 | $64.69M | 9.6% | +11.4% | 49.238% | |
7/18/2024 | Gradient Investments LLC | 698 | $32K | 0.0% | -99.8% | 0.024% | |
7/10/2024 | Richard P Slaughter Associates Inc | 475,758 | $21.86M | 5.2% | +12.3% | 16.635% | |
5/1/2024 | Tanager Wealth Management LLP | 1,263,579 | $59.03M | 9.5% | N/A | 44.181% | |
4/23/2024 | Gradient Investments LLC | 328,141 | $15.33M | 0.4% | +539.2% | 11.719% | |
4/9/2024 | Richard P Slaughter Associates Inc | 423,822 | $19.80M | 4.7% | -37.4% | 98.563% | |
1/18/2024 | Gradient Investments LLC | 51,336 | $2.45M | 0.1% | N/A | 11.939% | |
1/8/2024 | Richard P Slaughter Associates Inc | 676,895 | $32.30M | 8.0% | +64.3% | 157.417% | |
10/10/2023 | Richard P Slaughter Associates Inc | 411,883 | $18.32M | 4.9% | N/A | 95.787% | |