3/24/2025 | Mascagni Wealth Management Inc. | 61,485 | $5.22M | 4.5% | N/A | 0.197% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 70,768 | $6.01M | 0.0% | +11.0% | 0.227% | |
3/12/2025 | Centaurus Financial Inc. | 1,631 | $139K | 0.0% | -54.4% | 0.005% | |
3/4/2025 | Comprehensive Money Management Services LLC | 6,837 | $581K | 0.5% | N/A | 0.022% | |
2/28/2025 | Brooklyn FI LLC | 53,934 | $4.64M | 0.8% | N/A | 0.175% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 28,054 | $2.38M | 0.1% | -8.8% | 0.116% | |
2/24/2025 | H&H Retirement Design & Management INC | 2,476 | $216K | 0.1% | N/A | 0.010% | |
2/24/2025 | United Advisor Group LLC | 8,754 | $744K | 0.1% | N/A | 0.036% | |
2/21/2025 | Ascent Group LLC | 11,750 | $998K | 0.1% | +61.4% | 0.049% | |
2/19/2025 | Invst LLC | 10,244 | $870K | 0.1% | +68.8% | 0.042% | |
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2/18/2025 | Pettinga Financial Advisors LLC | 4,588 | $390K | 0.1% | +20.7% | 0.019% | |
2/17/2025 | Tidal Investments LLC | 17,247 | $1.47M | 0.0% | -18.3% | 0.071% | |
2/17/2025 | Scissortail Wealth Management LLC | 7,291 | $620K | 0.2% | +15,412.8% | 0.030% | |
2/17/2025 | Snowden Capital Advisors LLC | 5,819 | $494K | 0.0% | +4.5% | 0.024% | |
2/17/2025 | Gen Wealth Partners Inc | 2,981 | $253K | 0.1% | +55.8% | 0.012% | |
2/17/2025 | CoreCap Advisors LLC | 9,358 | $795K | 0.0% | -2.5% | 0.039% | |
2/17/2025 | Cetera Investment Advisers | 231,531 | $19.67M | 0.0% | +48.3% | 0.957% | |
2/17/2025 | Baird Financial Group Inc. | 3,606 | $306K | 0.0% | N/A | 0.015% | |
2/17/2025 | Baker Avenue Asset Management LP | 273,244 | $23.22M | 0.7% | +11.1% | 1.129% | |
2/17/2025 | Bank of America Corp DE | 2,454,117 | $208.53M | 0.0% | +5.9% | 10.141% | |
2/17/2025 | Ameriprise Financial Inc. | 187,134 | $15.90M | 0.0% | +81.3% | 0.773% | |
2/17/2025 | Aptus Capital Advisors LLC | 1,279 | $109K | 0.0% | +18.2% | 0.005% | |
2/17/2025 | 360 Financial Inc. | 141,367 | $12.01M | 4.3% | +3.6% | 0.584% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 112,270 | $9.54M | 0.0% | +128.4% | 0.464% | |
2/14/2025 | LGT Financial Advisors LLC | 934 | $79K | 0.2% | +77.6% | 0.004% | |
2/14/2025 | Jane Street Group LLC | 102,413 | $8.70M | 0.0% | N/A | 0.423% | |
2/14/2025 | Comerica Bank | 7,781 | $661K | 0.0% | -32.4% | 0.032% | |
2/14/2025 | Lido Advisors LLC | 3,600 | $306K | 0.0% | +5.9% | 0.015% | |
2/14/2025 | Capital Analysts LLC | 4,278 | $364K | 0.0% | +83.2% | 0.018% | |
2/14/2025 | Integrated Wealth Concepts LLC | 5,242 | $445K | 0.0% | +27.6% | 0.022% | |
2/14/2025 | Price T Rowe Associates Inc. MD | 29,200 | $2.48M | 0.0% | N/A | 0.121% | |
2/14/2025 | Dark Forest Capital Management LP | 15,990 | $1.36M | 0.2% | -1.5% | 0.066% | |
2/14/2025 | IHT Wealth Management LLC | 50,902 | $4.33M | 0.1% | -10.3% | 0.210% | |
2/14/2025 | Stifel Financial Corp | 99,269 | $8.44M | 0.0% | +10.3% | 0.410% | |
2/14/2025 | OneDigital Investment Advisors LLC | 180,897 | $15.37M | 0.2% | +33.2% | 0.748% | |
2/14/2025 | MML Investors Services LLC | 131,821 | $11.20M | 0.0% | +25.1% | 0.545% | |
2/14/2025 | BOS Asset Management LLC | 5,191 | $441K | 0.2% | +68.3% | 0.021% | |
2/14/2025 | GeoWealth Management LLC | 547 | $46K | 0.0% | -93.8% | 0.002% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 4,657 | $408K | 0.0% | +29.9% | 0.019% | |
2/14/2025 | Adams Wealth Management | 176,378 | $14.99M | 2.9% | +9.4% | 0.729% | |
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2/13/2025 | NewEdge Advisors LLC | 83,350 | $7.08M | 0.0% | +28.8% | 0.344% | |
2/13/2025 | Regal Investment Advisors LLC | 4,223 | $359K | 0.0% | N/A | 0.017% | |
2/13/2025 | United Capital Financial Advisors LLC | 78,061 | $6.63M | 0.1% | +39.5% | 0.323% | |
2/13/2025 | CacheTech Inc. | 178,758 | $15.19M | 2.8% | +10.9% | 0.739% | |
2/13/2025 | Guggenheim Capital LLC | 114,021 | $9.69M | 0.1% | +3.5% | 0.471% | |
2/13/2025 | CreativeOne Wealth LLC | 55,618 | $4.73M | 0.1% | +28.3% | 0.230% | |
2/13/2025 | Mariner LLC | 25,637 | $2.18M | 0.0% | +32.2% | 0.106% | |
2/13/2025 | Stone House Investment Management LLC | 5,021 | $427K | 0.1% | +26.0% | 0.021% | |
2/13/2025 | TME Financial Inc. | 142,736 | $11.94M | 11.3% | N/A | 0.590% | |
2/13/2025 | Sagespring Wealth Partners LLC | 11,904 | $1.01M | 0.0% | N/A | 0.049% | |
2/13/2025 | Townsquare Capital LLC | 3,157 | $268K | 0.0% | +15.1% | 0.013% | |
2/13/2025 | Concorde Asset Management LLC | 2,694 | $229K | 0.1% | N/A | 0.011% | |
2/13/2025 | Pinnacle Holdings LLC | 1,515 | $129K | 0.0% | N/A | 0.006% | |
2/13/2025 | Raymond James Financial Inc. | 99,736 | $8.48M | 0.0% | N/A | 0.412% | |
2/13/2025 | Advisory Services Network LLC | 8,347 | $709K | 0.0% | +10.4% | 0.034% | |
2/13/2025 | Renaissance Technologies LLC | 47,303 | $4.02M | 0.0% | -14.0% | 0.195% | |
2/13/2025 | Bank of Nova Scotia | 399,700 | $33.96M | 0.1% | +125.6% | 1.652% | |
2/13/2025 | Cerity Partners LLC | 7,124 | $605K | 0.0% | N/A | 0.029% | |
2/13/2025 | Trek Financial LLC | 4,853 | $412K | 0.0% | N/A | 0.020% | |
2/13/2025 | Wedbush Securities Inc. | 5,222 | $444K | 0.0% | -3.4% | 0.022% | |
2/13/2025 | Envestnet Asset Management Inc. | 1,469,314 | $124.85M | 0.0% | +30.4% | 6.072% | |
2/13/2025 | Wells Fargo & Company MN | 1,139 | $97K | 0.0% | +72.3% | 0.005% | |
2/12/2025 | PAX Financial Group LLC | 7,119 | $605K | 0.1% | +12.5% | 0.029% | |
2/12/2025 | Arete Wealth Advisors LLC | 5,278 | $449K | 0.0% | N/A | 0.022% | |
2/12/2025 | OneAscent Financial Services LLC | 8,786 | $747K | 0.1% | N/A | 0.036% | |
2/12/2025 | Front Row Advisors LLC | 2,952 | $251K | 0.1% | +12.9% | 0.012% | |
2/12/2025 | Franklin Resources Inc. | 725 | $62K | 0.0% | N/A | 0.003% | |
2/12/2025 | Transamerica Financial Advisors Inc. | 5,012 | $426K | 0.0% | -5.8% | 0.021% | |
2/12/2025 | Orion Portfolio Solutions LLC | 4,221 | $359K | 0.0% | +10.8% | 0.017% | |
2/12/2025 | Nomura Asset Management Co. Ltd. | 174,636 | $14.84M | 0.0% | -9.3% | 0.722% | |
2/12/2025 | Blair William & Co. IL | 3,077 | $261K | 0.0% | +23.0% | 0.013% | |
2/12/2025 | JPMorgan Chase & Co. | 302,074 | $25.67M | 0.0% | +32.3% | 1.248% | |
2/12/2025 | Wells Financial Advisors INC | 305 | $26K | 0.0% | N/A | 0.001% | |
2/12/2025 | Aire Advisors LLC | 119,279 | $10.14M | 2.1% | +5.0% | 0.493% | |
2/12/2025 | Prestige Wealth Management Group LLC | 314,261 | $26.70M | 8.3% | +323,880.4% | 1.299% | |
2/11/2025 | Modern Wealth Management LLC | 24,398 | $2.16M | 0.1% | N/A | 0.101% | |
2/11/2025 | LPL Financial LLC | 945,340 | $80.33M | 0.0% | +77.4% | 3.906% | |
2/11/2025 | Mosley Wealth Management | 6,181 | $540K | 0.3% | +34.3% | 0.026% | |
2/11/2025 | SigFig Wealth Management LLC | 8,155 | $694K | 0.0% | +26.7% | 0.034% | |
2/11/2025 | Absolute Capital Management LLC | 4,299 | $365K | 0.2% | N/A | 0.018% | |
2/11/2025 | Stokes Family Office LLC | 9,148 | $777K | 0.1% | +116.8% | 0.038% | |
2/11/2025 | Brooklyn FI LLC | 53,934 | $4.64M | 0.0% | N/A | 0.223% | |
2/10/2025 | Thrivent Financial for Lutherans | 119,923 | $10.46M | 0.0% | +597.6% | 0.496% | |
2/10/2025 | SSI Investment Management LLC | 81,358 | $6.91M | 0.5% | +6.9% | 0.336% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 10,818 | $919K | 0.1% | +33.2% | 0.045% | |
2/10/2025 | Harbour Investments Inc. | 2,211 | $188K | 0.0% | +35.4% | 0.009% | |
2/10/2025 | Centurion Wealth Management LLC | 10,569 | $898K | 0.3% | +10.8% | 0.044% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 182,740 | $15.53M | 0.1% | +44.2% | 0.755% | |
2/10/2025 | Tidemark LLC | 11,024 | $937K | 0.4% | +1.3% | 0.046% | |
2/10/2025 | Greykasell Wealth Strategies Inc. | 10,681 | $908K | 0.5% | N/A | 0.044% | |
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2/10/2025 | Commonwealth Equity Services LLC | 24,780 | $2.11M | 0.0% | +20.4% | 0.102% | |
2/10/2025 | Avantax Advisory Services Inc. | 11,582 | $984K | 0.0% | +5.7% | 0.048% | |
2/10/2025 | Liberty Wealth Management LLC | 4,406 | $365K | 0.1% | +37.1% | 0.018% | |
2/10/2025 | Farther Finance Advisors LLC | 10,719 | $911K | 0.0% | +32.8% | 0.044% | |
2/10/2025 | EverSource Wealth Advisors LLC | 298 | $25K | 0.0% | -32.0% | 0.001% | |
2/7/2025 | PFG Advisors | 12,237 | $1.04M | 0.1% | +21.2% | 0.051% | |
2/7/2025 | Summit X LLC | 6,320 | $537K | 0.1% | +13.0% | 0.026% | |
2/7/2025 | HighTower Advisors LLC | 53,975 | $4.59M | 0.0% | -0.8% | 0.223% | |
2/7/2025 | AMG National Trust Bank | 479,822 | $40.83M | 1.1% | -0.2% | 1.983% | |
2/7/2025 | Ashton Thomas Private Wealth LLC | 5,516 | $469K | 0.0% | N/A | 0.023% | |