3/24/2025 | Mascagni Wealth Management Inc. | 5,179 | $277K | 0.2% | N/A | 0.008% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 203,478 | $10.87M | 0.0% | -15.2% | 0.314% | |
3/6/2025 | IronOak Wealth LLC. | 5,465 | $294K | 0.3% | N/A | 0.008% | |
3/5/2025 | Castle Rock Wealth Management LLC | 4,483 | $249K | 0.1% | -26.6% | 0.007% | |
2/27/2025 | XY Planning Network Inc. | 8,329 | $445K | 0.3% | N/A | 0.013% | |
2/26/2025 | Advisor Resource Council | 61,446 | $3.28M | 2.4% | N/A | 0.095% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 20,156 | $1.08M | 0.0% | -44.5% | 0.031% | |
2/25/2025 | Armis Advisers LLC | 93,774 | $5.01M | 0.6% | N/A | 0.146% | |
2/24/2025 | Ameriflex Group Inc. | 6,790 | $373K | 0.2% | N/A | 0.011% | |
2/21/2025 | WNY Asset Management LLC | 3,868 | $207K | 0.0% | -62.8% | 0.006% | |
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2/19/2025 | WCG Wealth Advisors LLC | 19,734 | $1.06M | 0.1% | -12.3% | 0.034% | |
2/18/2025 | Western Wealth Management LLC | 68,752 | $3.67M | 1.1% | +86.0% | 0.120% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 18,588 | $993K | 0.0% | N/A | 0.032% | |
2/17/2025 | Vienna Asset Management LLC | 67,102 | $3.59M | 2.4% | +16.1% | 0.117% | |
2/17/2025 | WBI Investments LLC | 113,514 | $6.07M | 1.5% | +2.1% | 0.198% | |
2/17/2025 | Royal Bank of Canada | 695,933 | $37.19M | 0.0% | +0.6% | 1.215% | |
2/17/2025 | Cambridge Investment Research Advisors Inc. | 906,358 | $48.44M | 0.2% | -3.0% | 1.582% | |
2/17/2025 | Cetera Investment Advisers | 1,236,768 | $66.09M | 0.1% | +4.3% | 2.158% | |
2/17/2025 | Citadel Advisors LLC | 13,785 | $737K | 0.0% | -22.8% | 0.024% | |
2/17/2025 | Baird Financial Group Inc. | 6,731 | $360K | 0.0% | -26.5% | 0.012% | |
2/17/2025 | Bank of America Corp DE | 6,085,423 | $325.21M | 0.0% | +0.7% | 10.620% | |
2/17/2025 | Ameriprise Financial Inc. | 165,607 | $8.85M | 0.0% | +8.6% | 0.289% | |
2/17/2025 | Aptus Capital Advisors LLC | 590 | $32K | 0.0% | +2,260.0% | 0.001% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 4,074 | $218K | 0.0% | N/A | 0.007% | |
2/14/2025 | Comerica Bank | 41,135 | $2.20M | 0.0% | +13.2% | 0.072% | |
2/14/2025 | Susquehanna International Group LLP | 64,640 | $3.45M | 0.0% | +207.7% | 0.113% | |
2/14/2025 | IHT Wealth Management LLC | 9,975 | $533K | 0.0% | -24.2% | 0.017% | |
2/14/2025 | Stifel Financial Corp | 351,787 | $18.80M | 0.0% | +8.1% | 0.614% | |
2/14/2025 | Optivise Advisory Services LLC | 38,906 | $2.08M | 1.1% | -11.5% | 0.068% | |
2/14/2025 | MML Investors Services LLC | 423,219 | $22.62M | 0.1% | +7.1% | 0.739% | |
2/14/2025 | Freedom Investment Management Inc. | 17,629 | $942K | 0.1% | -7.7% | 0.031% | |
2/13/2025 | NewEdge Advisors LLC | 130,397 | $6.97M | 0.0% | +1.9% | 0.228% | |
2/13/2025 | Insigneo Advisory Services LLC | 12,573 | $672K | 0.1% | +7.7% | 0.022% | |
2/13/2025 | CreativeOne Wealth LLC | 9,621 | $514K | 0.0% | N/A | 0.017% | |
2/13/2025 | Synovus Financial Corp | 5,540 | $296K | 0.0% | -49.6% | 0.010% | |
2/13/2025 | Rockefeller Capital Management L.P. | 217,404 | $11.62M | 0.0% | +7.9% | 0.379% | |
2/13/2025 | Oder Investment Management LLC | 40,598 | $2.17M | 1.8% | +0.9% | 0.071% | |
2/13/2025 | One Degree Advisors Inc | 7,322 | $404K | 0.2% | N/A | 0.013% | |
2/13/2025 | Advisory Services Network LLC | 8,995 | $481K | 0.0% | +61.4% | 0.016% | |
2/13/2025 | Renaissance Technologies LLC | 24,100 | $1.29M | 0.0% | -30.5% | 0.042% | |
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2/13/2025 | Bank of Montreal Can | 8,350 | $446K | 0.0% | -5.2% | 0.015% | |
2/13/2025 | Envestnet Asset Management Inc. | 915,423 | $48.92M | 0.0% | +9.7% | 1.598% | |
2/13/2025 | Perennial Investment Advisors LLC | 37,245 | $1.99M | 0.2% | +7.0% | 0.065% | |
2/13/2025 | Wells Fargo & Company MN | 2,478,601 | $132.46M | 0.0% | +5.1% | 4.326% | |
2/12/2025 | Thoroughbred Financial Services LLC | 8,853 | $473K | 0.0% | N/A | 0.015% | |
2/12/2025 | World Investment Advisors | 10,918 | $583K | 0.0% | +45.4% | 0.019% | |
2/12/2025 | OneAscent Financial Services LLC | 6,122 | $327K | 0.0% | N/A | 0.011% | |
2/12/2025 | Invenio Wealth Partners LLC | 52,412 | $2.80M | 1.2% | N/A | 0.091% | |
2/12/2025 | StoneX Group Inc. | 19,131 | $1.03M | 0.1% | +3.4% | 0.033% | |
2/12/2025 | Meridian Investment Counsel Inc. | 13,200 | $705K | 0.2% | N/A | 0.023% | |
2/12/2025 | CIBC Private Wealth Group LLC | 4,543 | $244K | 0.0% | -8.9% | 0.008% | |
2/12/2025 | Maridea Wealth Management LLC | 12,976 | $693K | 0.2% | N/A | 0.023% | |
2/12/2025 | Level Four Advisory Services LLC | 386,248 | $20.64M | 0.8% | -1.5% | 0.674% | |
2/12/2025 | Orion Portfolio Solutions LLC | 22,039 | $1.18M | 0.0% | +21.3% | 0.038% | |
2/12/2025 | JPMorgan Chase & Co. | 8,850 | $473K | 0.0% | +66.9% | 0.015% | |
2/12/2025 | Ausdal Financial Partners Inc. | 33,969 | $1.82M | 0.2% | -2.4% | 0.059% | |
2/12/2025 | PKS Advisory Services LLC | 28,333 | $1.51M | 0.4% | N/A | 0.049% | |
2/11/2025 | LPL Financial LLC | 3,487,182 | $186.36M | 0.1% | +7.7% | 6.086% | |
2/11/2025 | Koss Olinger Consulting LLC | 602,374 | $32.19M | 2.8% | +1.1% | 1.051% | |
2/10/2025 | Axxcess Wealth Management LLC | 30,693 | $1.64M | 0.0% | -1.9% | 0.054% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 39,589 | $2.12M | 0.2% | +11.1% | 0.069% | |
2/10/2025 | Harbour Investments Inc. | 26,906 | $1.44M | 0.0% | +19.9% | 0.047% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 27,888 | $1.49M | 0.0% | +10.9% | 0.049% | |
2/10/2025 | Avalon Trust Co | 500 | $27K | 0.0% | -39.8% | 0.001% | |
2/10/2025 | HMV Wealth Advisors LLC | 5,500 | $294K | 0.3% | N/A | 0.010% | |
2/10/2025 | Commonwealth Equity Services LLC | 1,346,070 | $71.93M | 0.1% | +6.6% | 2.349% | |
2/10/2025 | Avantax Advisory Services Inc. | 322,865 | $17.25M | 0.1% | +10.7% | 0.563% | |
2/10/2025 | Farther Finance Advisors LLC | 2,812 | $150K | 0.0% | N/A | 0.005% | |
2/7/2025 | PFG Advisors | 207,067 | $11.07M | 0.7% | +2.9% | 0.361% | |
2/7/2025 | HighTower Advisors LLC | 180,740 | $9.66M | 0.0% | +5.5% | 0.315% | |
2/7/2025 | MY Wealth Management Inc. | 141,338 | $7.55M | 7.5% | N/A | 0.247% | |
2/7/2025 | Inspire Advisors LLC | 6,329 | $338K | 0.0% | -36.3% | 0.011% | |
2/7/2025 | Independent Advisor Alliance | 10,706 | $572K | 0.0% | N/A | 0.019% | |
2/7/2025 | Beam Wealth Advisors Inc. | 44,162 | $2.36M | 0.7% | +11.2% | 0.077% | |
2/6/2025 | Raymond James Financial Inc. | 2,438,771 | $130.33M | 0.0% | N/A | 4.256% | |
2/6/2025 | SPC Financial Inc. | 119,976 | $6.41M | 0.6% | +7.6% | 0.209% | |
2/6/2025 | Atria Investments Inc | 11,779 | $629K | 0.0% | -5.0% | 0.021% | |
2/6/2025 | Assetmark Inc. | 1,138 | $61K | 0.0% | +77.3% | 0.002% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 147,552 | $7.89M | 0.1% | -2.7% | 0.258% | |
2/5/2025 | SRS Capital Advisors Inc. | 16,883 | $902K | 0.1% | N/A | 0.029% | |
2/5/2025 | Heritage Wealth Management Inc. | 3,925 | $210K | 0.1% | N/A | 0.007% | |
2/5/2025 | Private Trust Co. NA | 22,810 | $1.22M | 0.1% | +1.8% | 0.040% | |
2/4/2025 | Bank of New York Mellon Corp | 7,489 | $400K | 0.0% | N/A | 0.013% | |
2/4/2025 | IFP Advisors Inc | 3,214 | $172K | 0.0% | +23.9% | 0.006% | |
2/4/2025 | WealthShield Partners LLC | 37,631 | $2.01M | 0.3% | -23.2% | 0.066% | |
2/4/2025 | World Equity Group Inc. | 4,340 | $232K | 0.0% | N/A | 0.008% | |
2/4/2025 | MONECO Advisors LLC | 184,024 | $9.83M | 1.0% | +9.4% | 0.321% | |
2/4/2025 | Curtis Advisory Group LLC | 53,136 | $2.84M | 0.8% | +16.2% | 0.093% | |
2/3/2025 | First Horizon Advisors Inc. | 3,161 | $169K | 0.0% | N/A | 0.006% | |
2/3/2025 | Concurrent Investment Advisors LLC | 48,132 | $2.57M | 0.1% | +3.8% | 0.084% | |
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2/3/2025 | Private Advisor Group LLC | 156,814 | $8.38M | 0.0% | +7.5% | 0.274% | |
2/3/2025 | Pasadena Private Wealth LLC | 3,817 | $204K | 0.0% | N/A | 0.007% | |
2/3/2025 | Gimbal Financial | 70,027 | $3.74M | 3.1% | +0.8% | 0.122% | |
1/31/2025 | Global Retirement Partners LLC | 52,345 | $2.80M | 0.1% | -7.3% | 0.091% | |
1/31/2025 | Proactive Wealth Strategies LLC | 4,491 | $240K | 0.1% | N/A | 0.008% | |
1/31/2025 | Atria Wealth Solutions Inc. | 330,258 | $17.76M | 0.2% | +2.0% | 0.576% | |
1/31/2025 | D.A. Davidson & CO. | 117,961 | $6.30M | 0.1% | +423.1% | 0.206% | |
1/31/2025 | Truist Financial Corp | 301,701 | $16.12M | 0.0% | -2.4% | 0.527% | |
1/31/2025 | Sanctuary Advisors LLC | 16,495 | $911K | 0.0% | -4.4% | 0.029% | |
1/31/2025 | J.W. Cole Advisors Inc. | 107,895 | $5.77M | 0.2% | +27.0% | 0.188% | |