3/17/2025 | Wealth Enhancement Advisory Services LLC | 53,336 | $2.74M | 0.0% | +8.3% | 0.297% | |
2/28/2025 | Park Square Financial Group LLC | 493 | $25K | 0.0% | N/A | 0.004% | |
2/27/2025 | REAP Financial Group LLC | 67,514 | $3.47M | 0.9% | -34.1% | 0.516% | |
2/25/2025 | Leigh Baldwin & CO. LLC | 6,225 | $320K | 0.2% | N/A | 0.048% | |
2/25/2025 | Armis Advisers LLC | 60,878 | $3.13M | 0.4% | N/A | 0.465% | |
2/18/2025 | Novem Group | 18,990 | $976K | 0.1% | N/A | 0.145% | |
2/17/2025 | CoreCap Advisors LLC | 10,313 | $530K | 0.0% | +12.9% | 0.079% | |
2/17/2025 | Cetera Investment Advisers | 292,277 | $15.02M | 0.0% | -6.8% | 2.235% | |
2/17/2025 | Citadel Advisors LLC | 12,369 | $636K | 0.0% | -23.7% | 0.095% | |
2/17/2025 | Captrust Financial Advisors | 49,452 | $2.54M | 0.0% | -6.4% | 0.378% | |
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2/17/2025 | Ameriprise Financial Inc. | 116,229 | $5.97M | 0.0% | N/A | 0.889% | |
2/17/2025 | Aptus Capital Advisors LLC | 75,507 | $3.88M | 0.0% | -6.5% | 0.577% | |
2/14/2025 | Jane Street Group LLC | 18,686 | $960K | 0.0% | +22.1% | 0.143% | |
2/14/2025 | Prosperity Consulting Group LLC | 23,818 | $1.22M | 0.1% | +19.8% | 0.182% | |
2/14/2025 | MGO One Seven LLC | 6,376 | $328K | 0.0% | -75.6% | 0.049% | |
2/14/2025 | Harvest Investment Services LLC | 8,113 | $417K | 0.1% | -3.6% | 0.062% | |
2/14/2025 | OneDigital Investment Advisors LLC | 10,804 | $555K | 0.0% | -7.9% | 0.083% | |
2/14/2025 | MML Investors Services LLC | 85,895 | $4.41M | 0.0% | -4.8% | 0.657% | |
2/14/2025 | Freedom Investment Management Inc. | 28,821 | $1.48M | 0.1% | +6.5% | 0.220% | |
2/14/2025 | GeoWealth Management LLC | 1,148 | $59K | 0.0% | -77.7% | 0.009% | |
2/13/2025 | NewEdge Advisors LLC | 19,477 | $1.00M | 0.0% | -8.9% | 0.149% | |
2/13/2025 | Hanlon Investment Management Inc. | 7,359 | $378K | 0.1% | +44.7% | 0.056% | |
2/13/2025 | CreativeOne Wealth LLC | 114,548 | $5.89M | 0.2% | -25.1% | 0.876% | |
2/13/2025 | Mariner LLC | 142,825 | $7.34M | 0.0% | -2.9% | 1.092% | |
2/13/2025 | Rockefeller Capital Management L.P. | 32,786 | $1.69M | 0.0% | +10.3% | 0.251% | |
2/13/2025 | Integrity Financial Corp WA | 33,849 | $1.74M | 1.0% | -2.2% | 0.259% | |
2/13/2025 | Raymond James Financial Inc. | 287,963 | $14.80M | 0.0% | N/A | 2.202% | |
2/13/2025 | Faithward Advisors LLC | 54,758 | $2.81M | 0.5% | +19.4% | 0.419% | |
2/13/2025 | Advisory Services Network LLC | 24,682 | $1.27M | 0.0% | N/A | 0.189% | |
2/13/2025 | Envestnet Asset Management Inc. | 455,677 | $23.41M | 0.0% | +22.3% | 3.484% | |
2/12/2025 | Orion Portfolio Solutions LLC | 6,036 | $310K | 0.0% | +5.2% | 0.046% | |
2/12/2025 | AssuredPartners Investment Advisors LLC | 4,245 | $218K | 0.0% | N/A | 0.032% | |
2/12/2025 | Murphy & Mullick Capital Management Corp | 1,600 | $82K | 0.1% | N/A | 0.012% | |
2/11/2025 | Grantvest Financial Group LLC | 10,525 | $541K | 0.6% | N/A | 0.080% | |
2/11/2025 | LPL Financial LLC | 177,526 | $9.12M | 0.0% | +2.3% | 1.357% | |
2/10/2025 | Horizon Investments LLC | 10,558 | $542K | 0.0% | +63.1% | 0.081% | |
2/10/2025 | Harbour Investments Inc. | 56,559 | $2.91M | 0.1% | -3.6% | 0.432% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 7,856 | $404K | 0.0% | +24.6% | 0.060% | |
2/10/2025 | Valtinson Bruner Financial Planning LLC | 68,345 | $3.51M | 1.2% | +1.1% | 0.523% | |
2/10/2025 | Commonwealth Equity Services LLC | 313,983 | $16.13M | 0.0% | -4.6% | 2.400% | |
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2/10/2025 | Avantax Advisory Services Inc. | 42,308 | $2.17M | 0.0% | -30.0% | 0.323% | |
2/7/2025 | Sowell Financial Services LLC | 39,731 | $2.04M | 0.1% | N/A | 0.304% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 36,901 | $1.90M | 0.4% | -3.4% | 0.282% | |
2/6/2025 | Raymond James Financial Inc. | 287,963 | $14.80M | 0.0% | N/A | 2.202% | |
2/6/2025 | Atria Investments Inc | 137,384 | $7.06M | 0.1% | -4.1% | 1.050% | |
2/6/2025 | Assetmark Inc. | 93,725 | $4.82M | 0.0% | +54.5% | 0.717% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 39,283 | $2.02M | 0.0% | -0.9% | 0.300% | |
2/6/2025 | Keystone Wealth Services LLC | 189,539 | $9.74M | 2.6% | -1.5% | 1.449% | |
2/4/2025 | IFP Advisors Inc | 7,068 | $363K | 0.0% | +9.5% | 0.054% | |
2/4/2025 | World Equity Group Inc. | 8,494 | $436K | 0.1% | N/A | 0.065% | |
2/3/2025 | Camelot Portfolios LLC | 17,450 | $897K | 1.0% | -5.7% | 0.133% | |
2/3/2025 | Legacy Solutions LLC | 11,159 | $573K | 0.6% | N/A | 0.085% | |
2/3/2025 | Flagstar Advisors Inc. | 4,635 | $238K | 0.1% | -51.5% | 0.035% | |
1/31/2025 | Atria Wealth Solutions Inc. | 8,747 | $449K | 0.0% | +80.3% | 0.067% | |
1/31/2025 | Truist Financial Corp | 31,353 | $1.61M | 0.0% | -18.9% | 0.240% | |
1/30/2025 | Principal Securities Inc. | 19,471 | $1M | 0.0% | +4.4% | 0.149% | |
1/30/2025 | Financial Guidance Group Inc. | 75,459 | $3.88M | 2.1% | -6.5% | 0.577% | |
1/29/2025 | TFB Advisors LLC | 13,098 | $673K | 0.2% | +38.9% | 0.100% | |
1/28/2025 | SOA Wealth Advisors LLC. | 14,494 | $745K | 0.1% | -2.6% | 0.111% | |
1/27/2025 | Foguth Wealth Management LLC. | 80,950 | $4.27M | 1.1% | +789.7% | 0.619% | |
1/24/2025 | GDS Wealth Management | 40,465 | $2.08M | 0.2% | N/A | 0.309% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 26,276 | $1.35M | 0.0% | N/A | 0.201% | |
1/24/2025 | Chicago Partners Investment Group LLC | 10,250 | $530K | 0.0% | -22.9% | 0.078% | |
1/23/2025 | New Wave Wealth Advisors LLC | 1,220 | $63K | 0.0% | N/A | 0.009% | |
1/23/2025 | Strategic Blueprint LLC | 26,887 | $1.38M | 0.1% | -4.5% | 0.206% | |
1/22/2025 | Foundations Investment Advisors LLC | 32,528 | $1.67M | 0.0% | -3.9% | 0.249% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 13,996 | $719K | 0.1% | +95.9% | 0.107% | |
1/21/2025 | Echo Wealth Management LLC | 6,317 | $325K | 0.2% | +3.1% | 0.048% | |
1/21/2025 | Black Point Wealth Management | 7,280 | $374K | 0.4% | -3.6% | 0.056% | |
1/17/2025 | Mutual Advisors LLC | 7,740 | $402K | 0.0% | -2.5% | 0.059% | |
1/16/2025 | McCarthy & Cox | 239,599 | $12.31M | 4.3% | -1.0% | 1.832% | |
1/15/2025 | Ameritas Advisory Services LLC | 26,486 | $1.36M | 0.0% | -50.5% | 0.202% | |
1/15/2025 | Arkadios Wealth Advisors | 18,110 | $930K | 0.1% | N/A | 0.138% | |
1/15/2025 | Merit Financial Group LLC | 6,022 | $309K | 0.0% | N/A | 0.046% | |
1/14/2025 | Signal Advisors Wealth LLC | 66,740 | $3.43M | 0.4% | +417.3% | 0.510% | |
1/13/2025 | Fragasso Financial Advisors Inc | 66,255 | $3.40M | 0.3% | -0.9% | 0.507% | |
1/13/2025 | Brookstone Capital Management | 19,193 | $986K | 0.0% | +23.7% | 0.147% | |
12/26/2024 | JPMorgan Chase & Co. | 11,931 | $603K | 0.0% | +30.6% | 0.091% | |
12/16/2024 | SMART Wealth LLC | 5,076 | $256K | 0.1% | -97.0% | 0.039% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 12,451 | $627K | 0.0% | -8.8% | 0.095% | |
11/25/2024 | Sanctuary Advisors LLC | 4,686 | $242K | 0.0% | N/A | 0.036% | |
11/20/2024 | SOA Wealth Advisors LLC. | 14,881 | $752K | 0.1% | +5.4% | 0.114% | |
11/19/2024 | Barclays PLC | 2,850 | $144K | 0.0% | N/A | 0.022% | |
11/15/2024 | Barclays PLC | 2,850 | $144K | 0.0% | N/A | 0.022% | |
11/15/2024 | MML Investors Services LLC | 90,196 | $4.56M | 0.0% | -0.7% | 0.690% | |
11/15/2024 | Orion Portfolio Solutions LLC | 5,740 | $290K | 0.0% | +18.1% | 0.044% | |
11/15/2024 | Jane Street Group LLC | 15,303 | $773K | 0.0% | N/A | 0.117% | |
11/14/2024 | Plotkin Financial Advisors LLC | 10,525 | $532K | 0.3% | N/A | 0.080% | |
11/14/2024 | Captrust Financial Advisors | 52,828 | $2.67M | 0.0% | -3.0% | 0.404% | |
11/14/2024 | Rockefeller Capital Management L.P. | 29,731 | $1.50M | 0.0% | +30.1% | 0.227% | |
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11/14/2024 | CreativeOne Wealth LLC | 152,984 | $7.73M | 0.3% | +26.8% | 1.170% | |
11/13/2024 | Freedom Investment Management Inc. | 27,058 | $1.37M | 0.1% | -4.1% | 0.207% | |
11/12/2024 | Icon Wealth Advisors LLC | 16,411 | $829K | 0.0% | +121.4% | 0.125% | |
11/8/2024 | Avior Wealth Management LLC | 8,145 | $411K | 0.0% | -26.6% | 0.062% | |
11/7/2024 | Semus Wealth Partners LLC | 55,966 | $2.83M | 2.0% | -5.9% | 0.428% | |
11/6/2024 | WESPAC Advisors SoCal LLC | 7,870 | $398K | 0.1% | +7.8% | 0.060% | |
11/6/2024 | OneDigital Investment Advisors LLC | 11,728 | $592K | 0.0% | +8.3% | 0.090% | |
11/6/2024 | Valtinson Bruner Financial Planning LLC | 67,604 | $3.42M | 1.2% | -5.4% | 0.517% | |
11/5/2024 | Aptus Capital Advisors LLC | 80,714 | $4.08M | 0.1% | -11.5% | 0.617% | |
11/5/2024 | Harbour Investments Inc. | 58,691 | $2.97M | 0.1% | -34.1% | 0.449% | |