1/21/2025 | SWP Financial LLC | 23,570 | $1.09M | 0.7% | N/A | 0.043% | |
1/21/2025 | Patton Albertson Miller Group LLC | 71,368 | $3.30M | 0.4% | -22.4% | 0.130% | |
1/21/2025 | CFS Investment Advisory Services LLC | 64,329 | $2.98M | 0.3% | -2.1% | 0.117% | |
1/21/2025 | Firethorn Wealth Partners LLC | 11,561 | $535K | 0.3% | -1.9% | 0.021% | |
1/21/2025 | Wealth Management Resources Inc. | 20,200 | $935K | 0.3% | -88.2% | 0.037% | |
1/21/2025 | RFG Advisory LLC | 16,031 | $742K | 0.0% | +3.9% | 0.029% | |
1/21/2025 | ONE Advisory Partners LLC | 35,344 | $1.64M | 0.7% | -5.6% | 0.064% | |
1/17/2025 | Apeiron RIA LLC | 33,726 | $1.56M | 0.4% | +24.4% | 0.061% | |
1/17/2025 | Endeavor Private Wealth Inc. | 7,487 | $347K | 0.3% | N/A | 0.014% | |
1/17/2025 | Mutual Advisors LLC | 14,686 | $708K | 0.0% | +26.0% | 0.027% | |
|
1/17/2025 | Janney Montgomery Scott LLC | 497,530 | $23.03M | 0.1% | +4.4% | 0.905% | |
1/17/2025 | Magnus Financial Group LLC | 6,351 | $294K | 0.0% | N/A | 0.012% | |
1/17/2025 | Sheets Smith Wealth Management | 12,865 | $596K | 0.1% | -1.8% | 0.023% | |
1/17/2025 | MCF Advisors LLC | 3,031 | $140K | 0.0% | N/A | 0.006% | |
1/17/2025 | Atomi Financial Group Inc. | 135,903 | $6.29M | 0.3% | +46.1% | 0.247% | |
1/16/2025 | Diversify Advisory Services LLC | 28,529 | $1.29M | 0.1% | -3.6% | 0.052% | |
1/16/2025 | Client 1ST Advisory Group LLC | 20,433 | $946K | 0.4% | N/A | 0.037% | |
1/15/2025 | Retirement Wealth Solutions LLC | 3,814 | $173K | 0.1% | N/A | 0.007% | |
1/15/2025 | Merit Financial Group LLC | 75,659 | $3.50M | 0.1% | +198.3% | 0.138% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 176,402 | $8.17M | 0.2% | +18.2% | 0.321% | |
1/15/2025 | Cypress Wealth Services LLC | 48,034 | $2.22M | 0.4% | +1.3% | 0.087% | |
1/14/2025 | Keeler & Nadler Financial Planning & Wealth Management | 82,922 | $3.84M | 1.8% | +16.0% | 0.151% | |
1/14/2025 | Park Avenue Securities LLC | 720,366 | $33.35M | 0.3% | +4.4% | 1.311% | |
1/14/2025 | Pines Wealth Management LLC | 6,218 | $282K | 0.1% | N/A | 0.011% | |
1/14/2025 | Signal Advisors Wealth LLC | 5,319 | $246K | 0.0% | -40.7% | 0.010% | |
1/14/2025 | Shira Ridge Wealth Management | 6,465 | $299K | 0.1% | -76.7% | 0.012% | |
1/13/2025 | Tsfg LLC | 27,573 | $1.28M | 0.3% | +1.0% | 0.050% | |
1/13/2025 | Pallas Capital Advisors LLC | 14,257 | $660K | 0.0% | +6.0% | 0.026% | |
1/13/2025 | Ehrlich Financial Group | 8,339 | $386K | 0.3% | +9.2% | 0.015% | |
1/13/2025 | Cooper Financial Group | 4,401 | $204K | 0.0% | N/A | 0.008% | |
1/13/2025 | Brookstone Capital Management | 29,887 | $1.38M | 0.0% | -15.2% | 0.054% | |
1/13/2025 | Fiduciary Alliance LLC | 6,008 | $278K | 0.0% | -38.4% | 0.011% | |
1/10/2025 | Graypoint LLC | 21,170 | $980K | 0.1% | N/A | 0.039% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 36,267 | $1.70M | 0.0% | -1.5% | 0.066% | |
1/7/2025 | One Wealth Capital Management LLC | 12,359 | $572K | 0.3% | N/A | 0.022% | |
1/6/2025 | Ridgeline Wealth LLC | 6,216 | $288K | 0.2% | N/A | 0.011% | |
12/26/2024 | JPMorgan Chase & Co. | 1,521,971 | $71.49M | 0.0% | +2.4% | 2.770% | |
12/19/2024 | Principal Financial Group Inc. | 120,375 | $5.65M | 0.0% | +31.2% | 0.219% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 49,729 | $2.33M | 0.1% | -1.6% | 0.090% | |
12/9/2024 | Forthright Family Wealth Advisory LLC | 27,093 | $1.36M | 0.8% | -7.4% | 0.049% | |
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12/3/2024 | Bush Investment Group LLC | 7,277 | $342K | 0.3% | +5.7% | 0.013% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 579 | $27K | 0.0% | N/A | 0.001% | |
11/25/2024 | Sanctuary Advisors LLC | 331,993 | $17.01M | 0.1% | +10.4% | 0.604% | |
11/22/2024 | Eaton Financial Holdings Company LLC | 27,799 | $1.31M | 0.5% | N/A | 0.051% | |
11/19/2024 | Invst LLC | 54,316 | $2.55M | 0.3% | -28.6% | 0.099% | |
11/18/2024 | Arete Wealth Advisors LLC | 9,121 | $428K | 0.0% | -16.5% | 0.017% | |
11/18/2024 | Sunbelt Securities Inc. | 29,837 | $1.40M | 0.1% | +127.6% | 0.054% | |
11/15/2024 | Continuum Advisory LLC | 1,221 | $60K | 0.0% | +41.8% | 0.002% | |
11/15/2024 | MML Investors Services LLC | 630,423 | $29.61M | 0.1% | +3.8% | 1.147% | |
11/15/2024 | Orion Portfolio Solutions LLC | 52,993 | $2.49M | 0.1% | -3.4% | 0.096% | |
11/15/2024 | Jane Street Group LLC | 4,768 | $224K | 0.0% | N/A | 0.009% | |
11/15/2024 | Stifel Financial Corp | 229,004 | $10.76M | 0.0% | -0.7% | 0.417% | |
11/15/2024 | IHT Wealth Management LLC | 20,697 | $972K | 0.0% | +11.8% | 0.038% | |
11/15/2024 | Integrated Wealth Concepts LLC | 165,918 | $7.79M | 0.1% | -4.7% | 0.302% | |
11/15/2024 | HighTower Advisors LLC | 145,558 | $6.81M | 0.0% | +2.2% | 0.265% | |
11/15/2024 | Ascent Group LLC | 35,165 | $1.65M | 0.1% | +8.4% | 0.064% | |
11/15/2024 | Benjamin Edwards Inc. | 8,517 | $400K | 0.0% | N/A | 0.015% | |
11/15/2024 | Kestra Investment Management LLC | 309,606 | $14.54M | 0.6% | +13.2% | 0.563% | |
11/14/2024 | Captrust Financial Advisors | 389,545 | $18.30M | 0.1% | -2.4% | 0.709% | |
11/14/2024 | Icon Wealth Advisors LLC | 75,981 | $3.57M | 0.3% | +2.3% | 0.138% | |
11/14/2024 | Rockefeller Capital Management L.P. | 24,251 | $1.14M | 0.0% | -14.3% | 0.044% | |
11/14/2024 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 45,500 | $2.14M | 0.0% | +116.7% | 0.083% | |
11/14/2024 | Stone House Investment Management LLC | 69,172 | $3.25M | 0.7% | +10.6% | 0.126% | |
11/14/2024 | True Vision MN LLC | 11,926 | $560K | 0.3% | +9.6% | 0.022% | |
11/14/2024 | CreativeOne Wealth LLC | 75,855 | $3.56M | 0.1% | +25.0% | 0.138% | |
11/13/2024 | Insight Wealth Partners LLC | 10,372 | $487K | 0.1% | +31.6% | 0.019% | |
11/13/2024 | Elios Financial Group Inc. | 11,079 | $520K | 0.2% | N/A | 0.020% | |
11/13/2024 | Patton Albertson Miller Group LLC | 92,017 | $4.32M | 0.6% | -6.3% | 0.167% | |
11/13/2024 | Private Trust Co. NA | 4,505 | $212K | 0.0% | +99.0% | 0.008% | |
11/12/2024 | Centaurus Financial Inc. | 43,372 | $2.04M | 0.1% | +1,414.9% | 0.079% | |
11/12/2024 | Lane & Associates LLC | 15,402 | $723K | 0.4% | +20.5% | 0.028% | |
11/12/2024 | Stonebrook Private Inc. | 41,026 | $1.93M | 0.5% | -13.9% | 0.075% | |
11/12/2024 | Icon Wealth Advisors LLC | 15,852 | $745K | 0.0% | -78.6% | 0.029% | |
11/12/2024 | Allen Capital Group LLC | 9,795 | $460K | 0.1% | -3.6% | 0.018% | |
11/12/2024 | CFS Investment Advisory Services LLC | 65,722 | $3.09M | 0.3% | +1.3% | 0.120% | |
11/9/2024 | LPL Financial LLC | 2,166,783 | $101.77M | 0.0% | +11.8% | 3.943% | |
11/9/2024 | Creekside Partners | 18,393 | $864K | 0.4% | -22.8% | 0.033% | |
11/8/2024 | Cedar Wealth Management LLC | 2,600 | $122K | 0.0% | +8.3% | 0.005% | |
11/8/2024 | Strategy Asset Managers LLC | 31,839 | $1.50M | 0.3% | N/A | 0.058% | |
11/8/2024 | PNC Financial Services Group Inc. | 564,544 | $26.52M | 0.0% | +1.1% | 1.027% | |
11/8/2024 | Equita Financial Network Inc. | 5,199 | $244K | 0.1% | N/A | 0.009% | |
11/7/2024 | Vertex Planning Partners LLC | 8,343 | $392K | 0.1% | +11.8% | 0.015% | |
11/7/2024 | Wharton Business Group LLC | 1,501,800 | $70.54M | 3.2% | +37.5% | 2.733% | |
11/7/2024 | Theory Financial LLC | 8,400 | $394K | 0.1% | +9.6% | 0.015% | |
11/7/2024 | EQ LLC | 32,255 | $1.52M | 0.8% | -26.0% | 0.059% | |
11/7/2024 | Thrivent Financial for Lutherans | 181,882 | $8.54M | 0.0% | +22.1% | 0.331% | |
11/6/2024 | KPP Advisory Services LLC | 16,680 | $783K | 0.2% | +4.0% | 0.030% | |
11/6/2024 | TSA Wealth Managment LLC | 37,716 | $1.77M | 0.7% | -1.3% | 0.069% | |
11/6/2024 | Balboa Wealth Partners | 6,139 | $288K | 0.1% | -46.9% | 0.011% | |
11/6/2024 | OneDigital Investment Advisors LLC | 342,946 | $16.11M | 0.2% | +3.9% | 0.624% | |
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11/5/2024 | Aptus Capital Advisors LLC | 2,681 | $126K | 0.0% | -71.3% | 0.005% | |
11/5/2024 | First Heartland Consultants Inc. | 13,817 | $649K | 0.1% | +12.0% | 0.025% | |
11/5/2024 | Savvy Advisors Inc. | 38,406 | $1.80M | 0.4% | +194.6% | 0.070% | |
11/5/2024 | Mascoma Wealth Management LLC | 3,456 | $162K | 0.0% | -13.3% | 0.006% | |
11/5/2024 | Proactive Wealth Strategies LLC | 6,104 | $287K | 0.2% | N/A | 0.011% | |
11/5/2024 | Verus Capital Partners LLC | 11,767 | $553K | 0.1% | +19.5% | 0.021% | |
11/5/2024 | Apollon Financial LLC | 4,458 | $209K | 0.1% | N/A | 0.008% | |
11/5/2024 | Harbour Investments Inc. | 26,481 | $1.24M | 0.0% | +16.4% | 0.048% | |
11/5/2024 | Apollon Wealth Management LLC | 20,851 | $979K | 0.0% | +5.4% | 0.038% | |
11/4/2024 | Ashton Thomas Securities LLC | 17,923 | $842K | 0.2% | -1.3% | 0.033% | |