3/17/2025 | Wealth Enhancement Advisory Services LLC | 280,522 | $8.78M | 0.0% | +625.5% | 1.858% | |
2/24/2025 | United Advisor Group LLC | 74,974 | $2.35M | 0.5% | +26.2% | 0.724% | |
2/19/2025 | Formidable Asset Management LLC | 26,564 | $832K | 0.1% | -18.7% | 0.257% | |
2/18/2025 | Western Wealth Management LLC | 43,298 | $1.36M | 0.4% | -4.6% | 0.418% | |
2/18/2025 | CSS LLC IL | 29,114 | $912K | 0.0% | +7.9% | 0.281% | |
2/17/2025 | Napa Wealth Management | 38,298 | $1.20M | 0.5% | N/A | 0.370% | |
2/17/2025 | Cetera Investment Advisers | 290,894 | $9.11M | 0.0% | +40.0% | 2.811% | |
2/17/2025 | Citadel Advisors LLC | 26,037 | $815K | 0.0% | N/A | 0.252% | |
2/17/2025 | Bank of America Corp DE | 87,562 | $2.74M | 0.0% | +170.5% | 0.846% | |
2/14/2025 | Jane Street Group LLC | 77,347 | $2.42M | 0.0% | N/A | 0.747% | |
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2/14/2025 | Comerica Bank | 1,902 | $60K | 0.0% | +1,168.0% | 0.018% | |
2/14/2025 | Integrated Wealth Concepts LLC | 228,906 | $7.17M | 0.1% | +20.3% | 2.212% | |
2/14/2025 | Optivise Advisory Services LLC | 16,862 | $528K | 0.3% | +4.9% | 0.163% | |
2/14/2025 | MML Investors Services LLC | 145,467 | $4.56M | 0.0% | -2.8% | 1.405% | |
2/13/2025 | NewEdge Advisors LLC | 720,272 | $22.55M | 0.1% | +1.4% | 6.959% | |
2/13/2025 | Savvy Advisors Inc. | 33,493 | $1.05M | 0.1% | +3.4% | 0.324% | |
2/13/2025 | Townsquare Capital LLC | 148,126 | $4.64M | 0.1% | +24.7% | 1.431% | |
2/13/2025 | Raymond James Financial Inc. | 583,136 | $18.26M | 0.0% | N/A | 5.634% | |
2/13/2025 | Envestnet Asset Management Inc. | 167,194 | $5.24M | 0.0% | -15.9% | 1.615% | |
2/12/2025 | Kesler Norman & Wride LLC | 45,623 | $1.43M | 0.3% | -65.6% | 0.441% | |
2/12/2025 | OLD Mission Capital LLC | 133,341 | $4.18M | 0.1% | +110.7% | 1.288% | |
2/11/2025 | CoreFirst Bank & Trust | 18,810 | $589K | 0.4% | N/A | 0.182% | |
2/11/2025 | LPL Financial LLC | 515,399 | $16.14M | 0.0% | +43.5% | 4.980% | |
2/11/2025 | Intellus Advisors LLC | 53,095 | $1.66M | 0.3% | N/A | 0.513% | |
2/10/2025 | Commonwealth Equity Services LLC | 74,858 | $2.34M | 0.0% | +160.4% | 0.723% | |
2/10/2025 | Avantax Advisory Services Inc. | 8,014 | $251K | 0.0% | N/A | 0.077% | |
2/10/2025 | Farther Finance Advisors LLC | 1,939 | $61K | 0.0% | +117.4% | 0.019% | |
2/7/2025 | Lifeworks Advisors LLC | 26,221 | $821K | 0.1% | -13.2% | 0.253% | |
2/6/2025 | Raymond James Financial Inc. | 583,136 | $18.26M | 0.0% | N/A | 5.634% | |
2/4/2025 | Rothschild Investment LLC | 128,421 | $4.02M | 0.3% | +6.1% | 1.241% | |
2/3/2025 | Private Advisor Group LLC | 202,433 | $6.34M | 0.0% | +40.3% | 1.956% | |
1/31/2025 | Opus Capital Group LLC | 150,502 | $4.71M | 0.6% | +1.5% | 1.454% | |
1/30/2025 | Nations Financial Group Inc. IA ADV | 69,938 | $2.19M | 0.2% | +32.7% | 0.676% | |
1/29/2025 | Warren Street Wealth Advisors LLC | 150,048 | $4.70M | 1.9% | +1.8% | 1.450% | |
1/29/2025 | Clarity Capital Partners LLC | 10,787 | $338K | 0.2% | +9.9% | 0.104% | |
1/29/2025 | Focus Financial Network Inc. | 6,532 | $205K | 0.0% | +5.8% | 0.063% | |
1/28/2025 | Empirical Finance LLC | 38,479 | $1.21M | 0.1% | +4.1% | 0.372% | |
1/27/2025 | Measured Wealth Private Client Group LLC | 33,186 | $1.04M | 0.3% | +1.6% | 0.321% | |
1/24/2025 | Oregon Pacific Wealth Management LLC | 34,627 | $1.08M | 1.1% | N/A | 0.335% | |
1/24/2025 | DAVENPORT & Co LLC | 25,203 | $789K | 0.0% | +10.9% | 0.244% | |
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1/23/2025 | TriaGen Wealth Management LLC | 210,421 | $6.59M | 2.2% | -19.2% | 2.033% | |
1/23/2025 | Fifth Third Securities Inc. | 56,220 | $1.76M | 0.1% | +25.8% | 0.543% | |
1/23/2025 | Foster & Motley Inc. | 991,144 | $31.03M | 2.0% | +9.4% | 9.576% | |
1/21/2025 | LexAurum Advisors LLC | 54,184 | $1.70M | 0.3% | +15.3% | 0.524% | |
1/17/2025 | Janney Montgomery Scott LLC | 7,978 | $250K | 0.0% | N/A | 0.077% | |
1/17/2025 | Atomi Financial Group Inc. | 16,055 | $503K | 0.0% | -2.3% | 0.155% | |
1/16/2025 | Sugar Maple Asset Management LLC | 1,026 | $32K | 0.0% | N/A | 0.010% | |
1/16/2025 | Lionsbridge Wealth Management LLC | 10,987 | $344K | 0.3% | -10.5% | 0.106% | |
1/15/2025 | ALM First Financial Advisors LLC | 361,116 | $11.31M | 2.5% | +16.1% | 3.489% | |
1/15/2025 | Fermata Advisors LLC | 68,354 | $2.14M | 0.4% | +17.6% | 0.660% | |
1/14/2025 | Smith Anglin Financial LLC | 2,108,888 | $66.03M | 6.2% | +6.0% | 20.376% | |
1/14/2025 | Accurate Wealth Management LLC | 11,645 | $358K | 0.1% | +57.9% | 0.113% | |
1/14/2025 | Ignite Planners LLC | 130,290 | $4.04M | 0.9% | N/A | 1.259% | |
1/13/2025 | Aprio Wealth Management LLC | 39,023 | $1.22M | 0.2% | -8.5% | 0.377% | |
12/26/2024 | JPMorgan Chase & Co. | 30,647 | $1.06M | 0.0% | +3.0% | 0.296% | |
11/15/2024 | MML Investors Services LLC | 149,701 | $5.18M | 0.0% | +9.2% | 1.446% | |
11/15/2024 | Integrated Wealth Concepts LLC | 190,342 | $6.59M | 0.1% | +16.1% | 1.839% | |
11/14/2024 | Flow Traders U.S. LLC | 44,168 | $1.53M | 0.1% | -1.6% | 0.427% | |
11/13/2024 | Townsquare Capital LLC | 118,759 | $4.11M | 0.0% | +55.3% | 1.147% | |
11/12/2024 | Optivise Advisory Services LLC | 16,081 | $556K | 0.3% | N/A | 0.155% | |
11/6/2024 | Lifeworks Advisors LLC | 30,222 | $1.05M | 0.2% | N/A | 0.292% | |
11/6/2024 | Pinnacle Financial Partners Inc | 14,007 | $485K | 0.0% | N/A | 0.135% | |
11/5/2024 | Savvy Advisors Inc. | 32,393 | $1.12M | 0.2% | +2.7% | 0.313% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 52,708 | $1.82M | 0.1% | +19.1% | 0.509% | |
11/4/2024 | Sigma Planning Corp | 35,647 | $1.23M | 0.0% | +110.3% | 0.344% | |
11/1/2024 | Lionsbridge Wealth Management LLC | 12,277 | $425K | 0.3% | N/A | 0.119% | |
10/30/2024 | Foster & Motley Inc. | 905,774 | $31.34M | 2.0% | +14.5% | 8.751% | |
10/30/2024 | United Advisor Group LLC | 59,394 | $2.06M | 0.5% | +31.4% | 0.574% | |
10/30/2024 | Clarity Capital Partners LLC | 9,816 | $340K | 0.2% | N/A | 0.095% | |
10/29/2024 | Farther Finance Advisors LLC | 892 | $31K | 0.0% | -54.8% | 0.009% | |
10/28/2024 | Focus Financial Network Inc. | 6,175 | $214K | 0.0% | N/A | 0.060% | |
10/25/2024 | GW Henssler & Associates Ltd. | 11,860 | $410K | 0.0% | +12.7% | 0.115% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 38,665 | $1.34M | 0.0% | N/A | 0.374% | |
10/22/2024 | Private Advisor Group LLC | 144,289 | $4.99M | 0.0% | +14.8% | 1.394% | |
10/21/2024 | Foundations Investment Advisors LLC | 9,340 | $323K | 0.0% | N/A | 0.090% | |
10/18/2024 | Warren Street Wealth Advisors LLC | 147,396 | $5.10M | 2.1% | +4.3% | 1.424% | |
10/18/2024 | TriaGen Wealth Management LLC | 260,486 | $9.01M | 3.0% | +5.3% | 2.517% | |
10/18/2024 | Raymond James & Associates | 164,433 | $5.69M | 0.0% | +8.6% | 1.589% | |
10/17/2024 | LexAurum Advisors LLC | 47,004 | $1.63M | 0.4% | +3.7% | 0.454% | |
10/15/2024 | NBC Securities Inc. | 13,911 | $481K | 0.0% | +4.8% | 0.134% | |
10/9/2024 | Fermata Advisors LLC | 58,140 | $2.01M | 0.4% | +9.6% | 0.562% | |
10/8/2024 | Atomi Financial Group Inc. | 16,435 | $569K | 0.0% | +9.3% | 0.159% | |
10/8/2024 | ALM First Financial Advisors LLC | 310,952 | $10.76M | 2.5% | +24.4% | 3.004% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 35,982 | $1.25M | 0.0% | +4.4% | 0.348% | |
10/8/2024 | Kesler Norman & Wride LLC | 132,785 | $4.59M | 0.9% | +5.8% | 1.283% | |
10/7/2024 | Smith Anglin Financial LLC | 1,988,868 | $68.82M | 6.6% | +54.1% | 19.216% | |
8/22/2024 | Cetera Investment Advisers | 207,898 | $7.15M | 0.0% | +20.4% | 2.009% | |
8/16/2024 | NewEdge Advisors LLC | 625,929 | $21.54M | 0.2% | +62.6% | 6.048% | |
8/13/2024 | Merriman Wealth Management LLC | 22,150 | $762K | 0.0% | N/A | 0.214% | |
8/13/2024 | AE Wealth Management LLC | 14,817 | $510K | 0.0% | +2.4% | 0.143% | |
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8/8/2024 | Envestnet Asset Management Inc. | 184,614 | $6.35M | 0.0% | +308.9% | 1.784% | |
8/8/2024 | Frontier Asset Management LLC | 27,690 | $953K | 0.3% | +4.1% | 0.268% | |
8/5/2024 | Private Advisor Group LLC | 125,669 | $4.32M | 0.0% | N/A | 1.214% | |
8/3/2024 | Foster & Motley Inc. | 791,049 | $27.22M | 1.9% | +5.4% | 7.643% | |
8/2/2024 | Whalen Wealth Management Inc. | 80,559 | $2.77M | 2.2% | +17.2% | 0.778% | |
7/31/2024 | Commonwealth Equity Services LLC | 27,653 | $952K | 0.0% | +20.8% | 0.267% | |
7/31/2024 | Rothschild Investment LLC | 95,435 | $3.28M | 0.2% | N/A | 0.922% | |
7/31/2024 | Trademark Financial Management LLC | 14,963 | $515K | 0.4% | N/A | 0.145% | |
7/30/2024 | Empirical Finance LLC | 36,978 | $1.27M | 0.1% | +16.0% | 0.357% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 44,239 | $1.52M | 0.1% | +8.9% | 0.427% | |