3/17/2025 | Wealth Enhancement Advisory Services LLC | 533,907 | $49.51M | 0.1% | -2.3% | 0.340% | |
3/17/2025 | NorthCrest Asset Manangement LLC | 73,773 | $6.84M | 0.2% | +2.3% | 0.047% | |
3/17/2025 | Members Wealth LLC | 10,683 | $979K | 0.7% | N/A | 0.007% | |
3/12/2025 | Centaurus Financial Inc. | 49,428 | $4.58M | 0.3% | -70.3% | 0.031% | |
3/6/2025 | TFR Capital LLC. | 29,128 | $2.70M | 1.3% | N/A | 0.018% | |
3/6/2025 | Plotkin Financial Advisors LLC | 115,481 | $10.71M | 6.4% | +1.0% | 0.072% | |
3/5/2025 | Castle Rock Wealth Management LLC | 10,807 | $990K | 0.2% | -1.1% | 0.007% | |
3/5/2025 | Copley Financial Group Inc. | 75,710 | $7.02M | 5.4% | +72.4% | 0.047% | |
2/27/2025 | Landaas & Co. WI ADV | 4,493 | $417K | 0.1% | -21.1% | 0.003% | |
2/26/2025 | Advisor Resource Council | 84,884 | $7.87M | 5.7% | N/A | 0.053% | |
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2/25/2025 | Heck Capital Advisors LLC | 54,462 | $5.05M | 0.3% | N/A | 0.034% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 57,193 | $5.30M | 0.2% | -5.6% | 0.036% | |
2/25/2025 | Integrated Advisors Network LLC | 52,985 | $4.91M | 0.2% | +2.8% | 0.033% | |
2/25/2025 | Chokshi & Queen Wealth Advisors Inc | 2,455 | $228K | 0.1% | N/A | 0.002% | |
2/24/2025 | Hall Capital Management Co. Inc. | 2,172 | $201K | 0.1% | N/A | 0.001% | |
2/24/2025 | Liberty Square Wealth Partners LLC | 3,279 | $300K | 0.1% | N/A | 0.002% | |
2/24/2025 | Great Valley Advisor Group Inc. | 23,108 | $2.14M | 0.0% | -11.8% | 0.014% | |
2/24/2025 | United Advisor Group LLC | 10,683 | $991K | 0.2% | -21.0% | 0.007% | |
2/20/2025 | Castlekeep Investment Advisors LLC | 61,662 | $5.72M | 0.9% | N/A | 0.039% | |
2/19/2025 | ARQ Wealth Advisors LLC | 8,307 | $770K | 0.3% | +3.5% | 0.005% | |
2/19/2025 | Richmond Investment Services LLC | 161,838 | $15.01M | 8.4% | N/A | 0.096% | |
2/19/2025 | WCG Wealth Advisors LLC | 16,790 | $1.56M | 0.1% | -69.6% | 0.010% | |
2/18/2025 | Western Wealth Management LLC | 4,620 | $428K | 0.1% | -93.9% | 0.003% | |
2/18/2025 | Stonebridge Financial Planning Group LLC | 38,435 | $3.56M | 1.6% | +16.1% | 0.023% | |
2/18/2025 | Cornerstone Advisory LLC | 120,943 | $11.08M | 1.3% | +16.8% | 0.072% | |
2/18/2025 | First Heartland Consultants Inc. | 6,480 | $601K | 0.1% | -32.0% | 0.004% | |
2/18/2025 | White Knight Strategic Wealth Advisors LLC | 58,160 | $5.39M | 2.3% | +94.9% | 0.034% | |
2/18/2025 | Mpwm Advisory Solutions LLC | 17,162 | $1.59M | 1.2% | N/A | 0.010% | |
2/17/2025 | US Financial Advisors LLC | 111,362 | $10.33M | 3.2% | +1.4% | 0.066% | |
2/17/2025 | Waverly Advisors LLC | 29,165 | $2.70M | 0.0% | +620.8% | 0.017% | |
2/17/2025 | Visionary Wealth Advisors | 259,230 | $24.04M | 1.4% | -1.7% | 0.153% | |
2/17/2025 | Wimmer Associates 1 LLC | 70,775 | $6.56M | 3.2% | -1.8% | 0.042% | |
2/17/2025 | Two Sigma Investments LP | 23,900 | $2.22M | 0.0% | -92.9% | 0.014% | |
2/17/2025 | Sentinus LLC | 10,756 | $997K | 0.3% | -3.5% | 0.006% | |
2/17/2025 | Royal Bank of Canada | 1,138,998 | $105.61M | 0.0% | +2.7% | 0.674% | |
2/17/2025 | Obermeyer Wealth Partners | 851,412 | $78.95M | 4.1% | +3.7% | 0.503% | |
2/17/2025 | Minot DeBlois Advisors LLC | 1,135 | $105K | 0.1% | N/A | 0.001% | |
2/17/2025 | Guardian Wealth Advisors LLC NC | 19,650 | $1.82M | 0.1% | +22.6% | 0.012% | |
2/17/2025 | Graver Capital Management LLC | 129,696 | $12.03M | 12.6% | N/A | 0.077% | |
2/17/2025 | Focus Partners Wealth | 57,383 | $5.39M | 0.0% | +167.8% | 0.034% | |
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2/17/2025 | EP Wealth Advisors LLC | 336,389 | $31.19M | 0.3% | -3.3% | 0.199% | |
2/17/2025 | CoreCap Advisors LLC | 3,769 | $349K | 0.0% | +29.3% | 0.002% | |
2/17/2025 | Cornerstone Financial Group LLC NE | 11,880 | $1.10M | 1.1% | N/A | 0.007% | |
2/17/2025 | Cresset Asset Management LLC | 11,043 | $1.02M | 0.0% | -44.3% | 0.007% | |
2/17/2025 | Cambridge Investment Research Advisors Inc. | 928,301 | $86.08M | 0.3% | +9.9% | 0.549% | |
2/17/2025 | Cetera Investment Advisers | 766,986 | $71.12M | 0.1% | +2.5% | 0.454% | |
2/17/2025 | Cahill Financial Advisors Inc. | 459,778 | $42.63M | 5.8% | +0.9% | 0.272% | |
2/17/2025 | Captrust Financial Advisors | 41,677 | $3.87M | 0.0% | +5.1% | 0.025% | |
2/17/2025 | Cary Street Partners Financial LLC | 47,755 | $4.43M | 0.1% | N/A | 0.028% | |
2/17/2025 | Castlekeep Investment Advisors LLC | 61,662 | $5.72M | 0.0% | N/A | 0.036% | |
2/17/2025 | Baird Financial Group Inc. | 132,315 | $12.27M | 0.0% | -3.3% | 0.078% | |
2/17/2025 | Bank of America Corp DE | 8,039,845 | $745.50M | 0.1% | -1.0% | 4.754% | |
2/17/2025 | Benjamin Edwards Inc. | 23,690 | $2.20M | 0.0% | +3.9% | 0.014% | |
2/17/2025 | Ameriprise Financial Inc. | 2,017,717 | $187.10M | 0.0% | -1.2% | 1.193% | |
2/17/2025 | Ancora Advisors LLC | 244,248 | $22.65M | 0.5% | +5.4% | 0.144% | |
2/17/2025 | Aptus Capital Advisors LLC | 27,481 | $2.55M | 0.0% | +71.4% | 0.016% | |
2/17/2025 | Accredited Wealth Management LLC | 84,076 | $7.80M | 6.8% | N/A | 0.050% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 47,410 | $4.40M | 0.0% | -6.8% | 0.028% | |
2/14/2025 | FAS Wealth Partners Inc. | 4,724 | $438K | 0.0% | +7.5% | 0.003% | |
2/14/2025 | Eagle Strategies LLC | 207,689 | $19.26M | 3.3% | +8.6% | 0.123% | |
2/14/2025 | Jane Street Group LLC | 6,142 | $570K | 0.0% | -67.2% | 0.004% | |
2/14/2025 | Rehmann Capital Advisory Group | 45,715 | $4.24M | 0.3% | -2.4% | 0.027% | |
2/14/2025 | Triumph Capital Management | 24,192 | $2.24M | 0.8% | +10.3% | 0.014% | |
2/14/2025 | Comerica Bank | 88,350 | $8.19M | 0.0% | +28.9% | 0.052% | |
2/14/2025 | Lido Advisors LLC | 60,459 | $5.61M | 0.0% | -4.3% | 0.036% | |
2/14/2025 | Bellwether Advisors LLC | 569 | $53K | 0.0% | N/A | 0.000% | |
2/14/2025 | Long Island Wealth Management Inc. | 97,130 | $9.01M | 5.6% | N/A | 0.057% | |
2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 94,394 | $8.75M | 6.0% | N/A | 0.056% | |
2/14/2025 | Piedmont Capital Management LLC | 2,820 | $260K | 0.2% | -27.3% | 0.002% | |
2/14/2025 | Berger Financial Group Inc | 19,525 | $1.81M | 0.1% | -9.4% | 0.012% | |
2/14/2025 | Capital Analysts LLC | 1,028 | $95K | 0.0% | +28.0% | 0.001% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 5,236 | $485K | 0.0% | -88.8% | 0.003% | |
2/14/2025 | Van Den Berg Management I Inc. | 7,925 | $735K | 0.2% | -2.4% | 0.005% | |
2/14/2025 | IHT Wealth Management LLC | 73,729 | $6.84M | 0.2% | +3.1% | 0.044% | |
2/14/2025 | Stifel Financial Corp | 502,251 | $46.57M | 0.0% | +9.5% | 0.297% | |
2/14/2025 | OneDigital Investment Advisors LLC | 666,851 | $61.83M | 0.7% | -9.8% | 0.394% | |
2/14/2025 | Transce3nd LLC | 473 | $44K | 0.0% | N/A | 0.000% | |
2/14/2025 | Trajan Wealth LLC | 38,780 | $3.60M | 0.2% | -1.4% | 0.023% | |
2/14/2025 | Seaview Investment Managers LLC | 2,809 | $260K | 0.1% | +12.2% | 0.002% | |
2/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 3,030 | $281K | 0.0% | N/A | 0.002% | |
2/14/2025 | MML Investors Services LLC | 268,443 | $24.89M | 0.1% | +7.0% | 0.159% | |
2/14/2025 | First Trust Advisors LP | 3,301 | $306K | 0.0% | N/A | 0.002% | |
2/14/2025 | GeoWealth Management LLC | 319 | $30K | 0.0% | -99.7% | 0.000% | |
2/14/2025 | Goodman Advisory Group LLC | 65,066 | $6.03M | 1.8% | -1.6% | 0.038% | |
2/14/2025 | Commerce Bank | 2,478 | $230K | 0.0% | -7.5% | 0.001% | |
2/13/2025 | Strategic Investment Solutions Inc. IL | 11,849 | $1.10M | 0.4% | +4.8% | 0.007% | |
2/13/2025 | Garden State Investment Advisory Services LLC | 21,252 | $1.97M | 0.6% | +1.2% | 0.013% | |
2/13/2025 | NewEdge Advisors LLC | 111,123 | $10.30M | 0.1% | +1.1% | 0.066% | |
2/13/2025 | Resurgent Financial Advisors LLC | 8,515 | $790K | 0.5% | -9.3% | 0.005% | |
2/13/2025 | Regal Investment Advisors LLC | 2,977 | $276K | 0.0% | +8.6% | 0.002% | |
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2/13/2025 | LaSalle St. Investment Advisors LLC | 2,700 | $250K | 0.1% | N/A | 0.002% | |
2/13/2025 | Belpointe Asset Management LLC | 8,920 | $850K | 0.1% | -20.5% | 0.005% | |
2/13/2025 | CreativeOne Wealth LLC | 21,237 | $1.97M | 0.1% | -13.7% | 0.013% | |
2/13/2025 | Mariner LLC | 182,936 | $16.96M | 0.0% | +7.5% | 0.108% | |
2/13/2025 | Peninsula Wealth LLC | 4,837 | $449K | 0.1% | -23.1% | 0.003% | |
2/13/2025 | SageView Advisory Group LLC | 17,779 | $1.65M | 0.1% | +77.0% | 0.011% | |
2/13/2025 | Keystone Financial Group | 8,869 | $822K | 0.1% | N/A | 0.005% | |
2/13/2025 | Savvy Advisors Inc. | 3,522 | $327K | 0.0% | N/A | 0.002% | |
2/13/2025 | Synovus Financial Corp | 6,229 | $578K | 0.0% | -41.8% | 0.004% | |
2/13/2025 | Virtus Wealth Solutions LLC | 272,452 | $25.26M | 6.0% | N/A | 0.161% | |