3/17/2025 | Wealth Enhancement Advisory Services LLC | 38,040 | $885K | 0.0% | +13.1% | 0.092% | |
2/25/2025 | Shufro Rose & Co. LLC | 20,500 | $477K | 0.0% | -4.7% | 0.050% | |
2/24/2025 | Wilkins Miller Wealth Management LLC | 39,980 | $931K | 1.0% | N/A | 0.097% | |
2/18/2025 | Strait & Sound Wealth Management LLC | 10,254 | $239K | 0.1% | N/A | 0.025% | |
2/18/2025 | 49 Wealth Management LLC | 138,359 | $3.22M | 0.5% | +41.4% | 0.336% | |
2/18/2025 | Delta Investment Management LLC | 329,842 | $7.68M | 1.5% | -7.5% | 0.801% | |
2/17/2025 | Guardian Wealth Advisors LLC NC | 1,571 | $37K | 0.0% | +269.6% | 0.004% | |
2/17/2025 | Cetera Investment Advisers | 1,247,030 | $29.03M | 0.1% | +7.3% | 3.027% | |
2/17/2025 | Captrust Financial Advisors | 457,222 | $10.64M | 0.0% | +9.0% | 1.110% | |
2/17/2025 | Bank of America Corp DE | 392,656 | $9.14M | 0.0% | +15.8% | 0.953% | |
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2/17/2025 | Ameriprise Financial Inc. | 124,957 | $2.91M | 0.0% | +7.7% | 0.303% | |
2/17/2025 | Aptus Capital Advisors LLC | 1,571 | $37K | 0.0% | +269.6% | 0.004% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 352,110 | $8.20M | 0.0% | -1.9% | 0.855% | |
2/14/2025 | Jane Street Group LLC | 211,651 | $4.93M | 0.0% | +158.8% | 0.514% | |
2/14/2025 | Lido Advisors LLC | 28,752 | $669K | 0.0% | +29.6% | 0.070% | |
2/14/2025 | Topsail Wealth Management LLC | 6,390 | $149K | 0.0% | N/A | 0.016% | |
2/14/2025 | Integrated Wealth Concepts LLC | 197,134 | $4.59M | 0.1% | -3.5% | 0.478% | |
2/14/2025 | MGO One Seven LLC | 35,534 | $827K | 0.0% | +35.2% | 0.086% | |
2/14/2025 | IHT Wealth Management LLC | 218,301 | $5.08M | 0.2% | -31.6% | 0.530% | |
2/14/2025 | Stifel Financial Corp | 88,017 | $2.05M | 0.0% | +4.6% | 0.214% | |
2/14/2025 | TD Waterhouse Canada Inc. | 31,200 | $726K | 0.0% | N/A | 0.076% | |
2/14/2025 | MML Investors Services LLC | 218,486 | $5.09M | 0.0% | +21.7% | 0.530% | |
2/13/2025 | NewEdge Advisors LLC | 60,486 | $1.41M | 0.0% | +2.0% | 0.147% | |
2/13/2025 | United Capital Financial Advisors LLC | 335,807 | $7.81M | 0.1% | N/A | 0.815% | |
2/13/2025 | Oder Investment Management LLC | 166,390 | $3.87M | 3.2% | +19.4% | 0.404% | |
2/13/2025 | NFP Retirement Inc. | 40,282 | $938K | 0.1% | +45.5% | 0.098% | |
2/13/2025 | Glass Jacobson Investment Advisors llc | 75,340 | $1.75M | 0.6% | +102.0% | 0.183% | |
2/13/2025 | Evexia Wealth LLC | 138,517 | $3.25M | 1.1% | +498.3% | 0.336% | |
2/13/2025 | Raymond James Financial Inc. | 2,101,828 | $48.92M | 0.0% | N/A | 5.102% | |
2/13/2025 | Invesco Ltd. | 115,341 | $2.69M | 0.0% | -5.8% | 0.280% | |
2/13/2025 | Envestnet Asset Management Inc. | 693,447 | $16.14M | 0.0% | +90.1% | 1.683% | |
2/13/2025 | Wells Fargo & Company MN | 903,700 | $21.03M | 0.0% | +13.0% | 2.193% | |
2/12/2025 | Arete Wealth Advisors LLC | 14,065 | $327K | 0.0% | +3.1% | 0.034% | |
2/12/2025 | Orion Portfolio Solutions LLC | 51,687 | $1.20M | 0.0% | +5.1% | 0.125% | |
2/12/2025 | Tyler Stone Wealth Management | 122,080 | $2.84M | 0.5% | +2.6% | 0.296% | |
2/11/2025 | Ashton Thomas Securities LLC | 7,887 | $184K | 0.1% | -86.4% | 0.019% | |
2/11/2025 | FCA Corp TX | 49,566 | $1.15M | 0.4% | +3.8% | 0.120% | |
2/11/2025 | LPL Financial LLC | 1,139,860 | $26.53M | 0.0% | +1.1% | 2.767% | |
2/11/2025 | Absolute Capital Management LLC | 50,212 | $1.17M | 0.6% | +21.1% | 0.122% | |
2/11/2025 | HUB Investment Partners LLC | 179,449 | $4.18M | 0.2% | -26.1% | 0.436% | |
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2/11/2025 | Koss Olinger Consulting LLC | 17,229 | $401K | 0.0% | +14.0% | 0.042% | |
2/11/2025 | VSM Wealth Advisory LLC | 7,109 | $165K | 0.1% | N/A | 0.017% | |
2/10/2025 | Thrivent Financial for Lutherans | 26,297 | $615K | 0.0% | N/A | 0.064% | |
2/10/2025 | Valtinson Bruner Financial Planning LLC | 14,648 | $341K | 0.1% | N/A | 0.036% | |
2/10/2025 | RPg Family Wealth Advisory LLC | 131,088 | $3.05M | 1.1% | +1.7% | 0.318% | |
2/10/2025 | Commonwealth Equity Services LLC | 187,358 | $4.36M | 0.0% | +7.4% | 0.455% | |
2/10/2025 | Avantax Advisory Services Inc. | 48,575 | $1.13M | 0.0% | +14.3% | 0.118% | |
2/7/2025 | Global View Capital Management LLC | 94,378 | $2.20M | 0.8% | N/A | 0.229% | |
2/7/2025 | Independent Advisor Alliance | 92,338 | $2.15M | 0.0% | N/A | 0.224% | |
2/7/2025 | Meriwether Wealth & Planning LLC | 16,693 | $389K | 0.3% | N/A | 0.041% | |
2/7/2025 | Rebalance LLC | 44,660 | $1.04M | 0.1% | -53.7% | 0.108% | |
2/7/2025 | United Community Bank | 2,200 | $51K | 0.0% | N/A | 0.005% | |
2/7/2025 | Larson Financial Group LLC | 333,668 | $7.77M | 0.4% | +39.0% | 0.810% | |
2/7/2025 | Ashton Thomas Private Wealth LLC | 654,660 | $15.24M | 0.6% | +319.3% | 1.589% | |
2/6/2025 | Raymond James Financial Inc. | 2,101,828 | $48.92M | 0.0% | N/A | 5.102% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 83,418 | $1.94M | 0.0% | +8.2% | 0.202% | |
2/6/2025 | Jones Financial Companies Lllp | 100,466 | $2.34M | 0.0% | +85.9% | 0.244% | |
2/5/2025 | Altrius Capital Management Inc | 77,595 | $1.81M | 0.5% | -7.6% | 0.188% | |
2/5/2025 | Siligmueller & Norvid Wealth Advisors LLC | 23,466 | $546K | 0.2% | N/A | 0.057% | |
2/4/2025 | IFP Advisors Inc | 68,864 | $1.60M | 0.1% | -5.5% | 0.167% | |
2/4/2025 | WESPAC Advisors LLC | 13,473 | $314K | 0.2% | +12.6% | 0.033% | |
2/3/2025 | Camelot Portfolios LLC | 82,430 | $1.92M | 2.1% | -1.5% | 0.200% | |
2/3/2025 | Private Advisor Group LLC | 117,985 | $2.75M | 0.0% | +36.8% | 0.286% | |
2/3/2025 | Werba Rubin Papier Wealth Management | 61,479 | $1.43M | 0.3% | +8.5% | 0.149% | |
1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 7,349 | $171K | 0.0% | N/A | 0.018% | |
1/31/2025 | Key Financial Inc | 43,473 | $1.01M | 0.2% | +39.2% | 0.107% | |
1/31/2025 | J.W. Cole Advisors Inc. | 26,422 | $615K | 0.0% | +119.4% | 0.065% | |
1/30/2025 | Allworth Financial LP | 52,785 | $1.23M | 0.0% | +84.3% | 0.129% | |
1/30/2025 | Howard Wealth Management LLC | 99,201 | $2.31M | 1.2% | +24.4% | 0.243% | |
1/30/2025 | BXM Wealth LLC | 10,741 | $250K | 0.3% | N/A | 0.026% | |
1/30/2025 | SFE Investment Counsel | 329,816 | $7.68M | 1.6% | +6.8% | 0.808% | |
1/29/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 7,349 | $171K | 0.0% | N/A | 0.018% | |
1/29/2025 | Retirement Guys Formula LLC | 12,192 | $284K | 0.1% | +18.4% | 0.030% | |
1/29/2025 | AIFG Consultants Ltd. | 81,192 | $1.89M | 3.1% | -72.0% | 0.199% | |
1/28/2025 | Stephens Inc. AR | 31,702 | $738K | 0.0% | +4.1% | 0.078% | |
1/28/2025 | AlphaStar Capital Management LLC | 18,461 | $430K | 0.0% | -3.6% | 0.045% | |
1/28/2025 | Pacific Wealth Strategies Group Inc. | 75,131 | $1.75M | 1.2% | +602.2% | 0.184% | |
1/28/2025 | Migdal Insurance & Financial Holdings Ltd. | 6,071 | $141K | 0.0% | +55.3% | 0.015% | |
1/28/2025 | Leo Wealth LLC | 44,952 | $1.05M | 0.1% | +248.2% | 0.110% | |
1/27/2025 | Stratos Wealth Partners LTD. | 9,668 | $225K | 0.0% | +12.8% | 0.024% | |
1/24/2025 | Vantage Point Financial LLC | 70,500 | $1.64M | 0.9% | N/A | 0.175% | |
1/24/2025 | River Street Advisors LLC | 201,001 | $4.68M | 2.4% | +3.0% | 0.499% | |
1/23/2025 | AA Financial Advisors LLC | 65,501 | $1.53M | 0.4% | +186.8% | 0.163% | |
1/23/2025 | OLD Second National Bank of Aurora | 188,262 | $4.38M | 1.0% | +21.2% | 0.467% | |
1/23/2025 | Strategic Blueprint LLC | 9,588 | $223K | 0.0% | N/A | 0.024% | |
1/22/2025 | Sound Stewardship LLC | 49,293 | $1.15M | 0.7% | +1.6% | 0.122% | |
1/22/2025 | IRON Financial LLC | 26,421 | $615K | 0.3% | -15.1% | 0.066% | |
1/22/2025 | Foundations Investment Advisors LLC | 40,990 | $954K | 0.0% | +296.5% | 0.102% | |
1/22/2025 | Legacy Financial Group LLC | 772,970 | $18.00M | 0.0% | +7.3% | 1.918% | |
1/22/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 30,927 | $720K | 0.0% | +4.1% | 0.077% | |
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1/21/2025 | Stablepoint Partners LLC | 118,774 | $2.76M | 0.5% | +18.3% | 0.295% | |
1/21/2025 | Geneos Wealth Management Inc. | 50,282 | $1.17M | 0.0% | +35.8% | 0.125% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 10,013 | $233K | 0.0% | N/A | 0.025% | |
1/21/2025 | Gradient Investments LLC | 35,640 | $830K | 0.0% | N/A | 0.088% | |
1/21/2025 | RFG Advisory LLC | 15,323 | $357K | 0.0% | +5.5% | 0.038% | |
1/17/2025 | Avior Wealth Management LLC | 325,307 | $7.57M | 0.3% | +3.6% | 0.815% | |
1/17/2025 | Janney Montgomery Scott LLC | 40,329 | $939K | 0.0% | -5.7% | 0.101% | |
1/17/2025 | Advisory Alpha LLC | 298,590 | $6.95M | 0.2% | +13.0% | 0.748% | |
1/17/2025 | Atomi Financial Group Inc. | 51,887 | $1.21M | 0.1% | +8.5% | 0.130% | |
1/17/2025 | Segment Wealth Management LLC | 60,312 | $1.40M | 0.1% | +2.5% | 0.151% | |