4/25/2025 | Capital Advisors Wealth Management LLC | 12,468 | $948K | 0.2% | +5.7% | 0.080% | |
4/24/2025 | Cornerstone Advisors Asset Management LLC | 125,393 | $9.54M | 2.0% | +2.1% | 0.806% | |
4/24/2025 | Transcend Capital Advisors LLC | 3,501 | $266K | 0.0% | +15.9% | 0.023% | |
4/23/2025 | Valicenti Advisory Services Inc. | 20,804 | $1.58M | 0.4% | N/A | 0.134% | |
4/23/2025 | Consolidated Portfolio Review Corp | 105,259 | $8.00M | 1.3% | -2.6% | 0.677% | |
4/22/2025 | Private Wealth Partners LLC | 24,745 | $1.88M | 0.2% | +20.6% | 0.159% | |
4/21/2025 | Osborne Partners Capital Management LLC | 23,860 | $1.81M | 0.1% | N/A | 0.153% | |
4/21/2025 | O Dell Group LLC | 11,187 | $851K | 0.2% | +116.6% | 0.072% | |
4/21/2025 | United Advisor Group LLC | 34,047 | $2.59M | 0.5% | +16.9% | 0.219% | |
4/21/2025 | Accelerate Investment Advisors LLC | 3,380 | $257K | 0.2% | +29.1% | 0.022% | |
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4/17/2025 | Great Lakes Retirement Inc. | 315,121 | $23.96M | 3.1% | +1.5% | 2.027% | |
4/17/2025 | Janney Montgomery Scott LLC | 49,086 | $3.73M | 0.0% | +38.6% | 0.316% | |
4/17/2025 | Pflug Koory LLC | 7,794 | $593K | 0.3% | -3.1% | 0.050% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 146,464 | $11.14M | 0.0% | -1.0% | 0.942% | |
4/16/2025 | CVA Family Office LLC | 7,839 | $596K | 0.1% | +34.1% | 0.050% | |
4/15/2025 | Noble Wealth Management PBC | 38,890 | $2.96M | 2.0% | -10.0% | 0.250% | |
4/15/2025 | Parsons Capital Management Inc. RI | 26,930 | $2.05M | 0.1% | +10.7% | 0.173% | |
4/14/2025 | LexAurum Advisors LLC | 2,919 | $222K | 0.0% | N/A | 0.019% | |
4/11/2025 | Princeton Global Asset Management LLC | 13,668 | $1.04M | 0.2% | +3.9% | 0.088% | |
4/10/2025 | Retireful LLC | 141,216 | $10.68M | 10.5% | N/A | 0.908% | |
4/10/2025 | Wealth Management Partners LLC | 5,729 | $436K | 0.2% | N/A | 0.037% | |
4/10/2025 | TrueWealth Advisors LLC | 2,978 | $226K | 0.1% | -5.2% | 0.019% | |
4/9/2025 | Quad Cities Investment Group LLC | 4,008 | $305K | 0.2% | N/A | 0.026% | |
4/8/2025 | Sterneck Capital Management LLC | 4,646 | $353K | 0.2% | +6.2% | 0.030% | |
4/3/2025 | First Hawaiian Bank | 46,527 | $3.54M | 0.2% | -0.8% | 0.304% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 147,943 | $11.42M | 0.0% | +0.9% | 0.993% | |
2/26/2025 | Virtue Capital Management LLC | 10,854 | $838K | 0.2% | -3.5% | 0.112% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 4,090 | $316K | 0.0% | N/A | 0.042% | |
2/24/2025 | Wilkins Miller Wealth Management LLC | 3,198 | $247K | 0.3% | N/A | 0.033% | |
2/24/2025 | United Advisor Group LLC | 29,117 | $2.25M | 0.4% | +52.9% | 0.300% | |
2/18/2025 | GTS Securities LLC | 22,371 | $1.73M | 0.1% | N/A | 0.231% | |
2/17/2025 | Visionary Wealth Advisors | 67,771 | $5.23M | 0.3% | N/A | 0.699% | |
2/17/2025 | Guardian Wealth Advisors LLC NC | 264,185 | $20.40M | 1.6% | +172.7% | 2.724% | |
2/17/2025 | Focus Partners Wealth | 3,190 | $246K | 0.0% | N/A | 0.033% | |
2/17/2025 | EP Wealth Advisors LLC | 40,353 | $3.12M | 0.0% | -2.1% | 0.416% | |
2/17/2025 | Bank of America Corp DE | 551,035 | $42.55M | 0.0% | +19.2% | 5.681% | |
2/17/2025 | Ameriprise Financial Inc. | 26,439 | $2.04M | 0.0% | -81.6% | 0.273% | |
2/17/2025 | Aptus Capital Advisors LLC | 456,306 | $35.24M | 0.4% | +67.1% | 4.704% | |
2/14/2025 | Knightsbridge Asset Management LLC | 12,602 | $973K | 0.2% | -16.1% | 0.130% | |
2/14/2025 | Integrated Wealth Concepts LLC | 1,046,139 | $80.78M | 0.9% | +5.6% | 10.785% | |
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2/14/2025 | Susquehanna International Group LLP | 45,874 | $3.54M | 0.0% | -13.8% | 0.473% | |
2/14/2025 | OneDigital Investment Advisors LLC | 408,219 | $31.52M | 0.4% | -8.2% | 4.208% | |
2/13/2025 | NewEdge Advisors LLC | 13,945 | $1.08M | 0.0% | +99,507.1% | 0.144% | |
2/13/2025 | Mariner LLC | 23,379 | $1.81M | 0.0% | -3.0% | 0.241% | |
2/13/2025 | SageView Advisory Group LLC | 6,290 | $486K | 0.0% | +45.8% | 0.065% | |
2/13/2025 | O ROURKE & COMPANY Inc | 5,370 | $415K | 0.2% | N/A | 0.055% | |
2/13/2025 | Raymond James Financial Inc. | 286,723 | $22.14M | 0.0% | N/A | 2.956% | |
2/13/2025 | Cerity Partners LLC | 93,776 | $7.24M | 0.0% | -0.2% | 0.967% | |
2/13/2025 | Envestnet Asset Management Inc. | 171,156 | $13.22M | 0.0% | +5.3% | 1.764% | |
2/13/2025 | Wells Fargo & Company MN | 127,116 | $9.82M | 0.0% | +15.2% | 1.310% | |
2/12/2025 | WESCAP Management Group Inc. | 70,894 | $5.47M | 1.3% | +5.9% | 0.731% | |
2/12/2025 | JPMorgan Chase & Co. | 7,730 | $597K | 0.0% | -58.7% | 0.080% | |
2/11/2025 | Signature Estate & Investment Advisors LLC | 2,988 | $231K | 0.0% | -23.3% | 0.031% | |
2/11/2025 | Barnett & Company Inc. | 5,309 | $410K | 0.3% | +3.6% | 0.055% | |
2/11/2025 | LPL Financial LLC | 127,865 | $9.87M | 0.0% | +9.2% | 1.318% | |
2/11/2025 | Paragon Capital Management LLC | 8,652 | $668K | 0.4% | +2.9% | 0.089% | |
2/10/2025 | Horizon Investments LLC | 208,849 | $16.13M | 0.5% | -26.7% | 2.153% | |
2/10/2025 | Commonwealth Equity Services LLC | 22,919 | $1.77M | 0.0% | +5.3% | 0.236% | |
2/7/2025 | HighTower Advisors LLC | 34,342 | $2.65M | 0.0% | -0.9% | 0.354% | |
2/7/2025 | O Dell Group LLC | 5,166 | $399K | 0.1% | N/A | 0.053% | |
2/7/2025 | Jackson Creek Investment Advisors LLC | 8,669 | $669K | 0.2% | -13.2% | 0.089% | |
2/6/2025 | Black Swift Group LLC | 44,600 | $3.44M | 0.7% | N/A | 0.460% | |
2/6/2025 | Raymond James Financial Inc. | 286,723 | $22.14M | 0.0% | N/A | 2.956% | |
2/6/2025 | SPC Financial Inc. | 911,297 | $70.37M | 6.1% | +3.4% | 9.395% | |
2/5/2025 | Noble Wealth Management PBC | 43,217 | $3.34M | 2.3% | N/A | 0.446% | |
2/5/2025 | Bouchey Financial Group Ltd | 3,605 | $278K | 0.0% | -39.0% | 0.037% | |
2/5/2025 | Lineweaver Wealth Advisors LLC | 80,933 | $6.26M | 1.2% | +1.8% | 0.834% | |
2/5/2025 | Nwam LLC | 5,632 | $435K | 0.0% | -35.2% | 0.058% | |
2/4/2025 | Sierra Capital LLC | 79,040 | $6.10M | 0.7% | -30.0% | 0.815% | |
2/4/2025 | IFP Advisors Inc | 159,527 | $12.32M | 0.4% | +1.6% | 1.645% | |
2/3/2025 | Transcend Capital Advisors LLC | 3,021 | $233K | 0.0% | N/A | 0.031% | |
2/3/2025 | Private Wealth Partners LLC | 20,525 | $1.59M | 0.1% | +19.0% | 0.212% | |
1/31/2025 | Cornerstone Advisors Asset Management LLC | 122,813 | $9.48M | 2.0% | +0.2% | 1.266% | |
1/31/2025 | Vawter Financial Ltd. | 5,223 | $403K | 0.2% | -19.9% | 0.054% | |
1/31/2025 | Sierra Ocean LLC | 1,033 | $80K | 0.1% | N/A | 0.011% | |
1/29/2025 | Great Lakes Retirement Inc. | 310,391 | $23.97M | 3.1% | -1.8% | 3.200% | |
1/29/2025 | Gladstone Institutional Advisory LLC | 41,183 | $3.18M | 0.1% | +1.0% | 0.425% | |
1/28/2025 | Stephens Inc. AR | 8,500 | $656K | 0.0% | N/A | 0.088% | |
1/28/2025 | Iron Horse Wealth Management LLC | 800 | $62K | 0.0% | +33.3% | 0.008% | |
1/27/2025 | Consolidated Portfolio Review Corp | 108,050 | $8.34M | 1.3% | -15.8% | 1.114% | |
1/27/2025 | Financial Advocates Investment Management | 2,831 | $219K | 0.0% | -33.8% | 0.029% | |
1/27/2025 | Country Club Bank | 11,416 | $881K | 0.1% | +16.0% | 0.118% | |
1/24/2025 | Financial Strategies Group Inc. | 14,082 | $1.08M | 0.3% | N/A | 0.145% | |
1/24/2025 | GPS Wealth Strategies Group LLC | 497 | $38K | 0.0% | -36.0% | 0.005% | |
1/24/2025 | Spire Wealth Management | 12,025 | $929K | 0.0% | +12.2% | 0.124% | |
1/22/2025 | Perigon Wealth Management LLC | 42,045 | $3.34M | 0.1% | +14.8% | 0.433% | |
1/22/2025 | Parsons Capital Management Inc. RI | 24,323 | $1.88M | 0.1% | +3.5% | 0.251% | |
1/22/2025 | CKW Financial Group | 462,280 | $35.70M | 4.4% | +0.5% | 4.766% | |
1/17/2025 | Janney Montgomery Scott LLC | 35,413 | $2.74M | 0.0% | +20.9% | 0.365% | |
1/17/2025 | AFG Fiduciary Services Limited Partnership | 2,642 | $208K | 0.1% | -13.8% | 0.027% | |
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1/15/2025 | Hanseatic Management Services Inc. | 21,153 | $1.63M | 2.1% | -7.0% | 0.218% | |
1/15/2025 | TrueWealth Advisors LLC | 3,140 | $242K | 0.1% | -25.2% | 0.032% | |
1/15/2025 | Capital Advisors Wealth Management LLC | 11,798 | $911K | 0.2% | +28.7% | 0.122% | |
1/13/2025 | Accelerate Investment Advisors LLC | 2,619 | $202K | 0.2% | -54.5% | 0.027% | |
1/10/2025 | ORG Partners LLC | 165,022 | $12.74M | 1.7% | +4.0% | 1.701% | |
1/8/2025 | Legacy Private Trust Co. | 15,156 | $1.17M | 0.1% | -12.4% | 0.156% | |
1/8/2025 | First Hawaiian Bank | 46,889 | $3.62M | 0.1% | -1.5% | 0.483% | |
1/8/2025 | Sterneck Capital Management LLC | 4,376 | $338K | 0.2% | +5.5% | 0.045% | |
1/3/2025 | Central Pacific Bank Trust Division | 5,923 | $457K | 0.1% | +83.2% | 0.061% | |
12/26/2024 | JPMorgan Chase & Co. | 18,704 | $1.45M | 0.0% | +1.4% | 0.193% | |