4/17/2025 | AA Financial Advisors LLC | 20,612 | $485K | 0.1% | +2.6% | 0.206% | |
4/17/2025 | Precedent Wealth Partners LLC | 115,196 | $2.71M | 0.8% | +58.9% | 1.152% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 15,372 | $362K | 0.0% | +10.7% | 0.154% | |
4/16/2025 | Sterling Financial Group Inc. | 18,578 | $438K | 0.2% | +15.5% | 0.186% | |
4/15/2025 | Focus Financial Network Inc. | 50,865 | $1.20M | 0.0% | +401.7% | 0.509% | |
4/15/2025 | Collier Financial | 11,244 | $265K | 0.2% | -19.2% | 0.112% | |
4/15/2025 | Central Valley Advisors LLC | 185,510 | $4.37M | 1.7% | N/A | 1.855% | |
4/14/2025 | Sentinel Pension Advisors LLC | 28,971 | $682K | 0.1% | +5.4% | 0.290% | |
4/1/2025 | Confluence Investment Management LLC | 273,987 | $6.45M | 0.1% | +13.9% | 2.978% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 13,883 | $328K | 0.0% | N/A | 0.151% | |
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2/19/2025 | Toronto Dominion Bank | 39,517 | $933K | 0.0% | N/A | 0.430% | |
2/17/2025 | Toronto Dominion Bank | 39,517 | $933K | 0.0% | N/A | 0.430% | |
2/17/2025 | Focus Partners Wealth | 76,336 | $1.80M | 0.0% | +5.5% | 0.830% | |
2/17/2025 | EP Wealth Advisors LLC | 6,565 | $155K | 0.0% | N/A | 0.071% | |
2/17/2025 | Captrust Financial Advisors | 20,741 | $489K | 0.0% | +68.4% | 0.225% | |
2/17/2025 | Bank of America Corp DE | 204,215 | $4.82M | 0.0% | +4.8% | 2.220% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 11,506 | $272K | 0.0% | N/A | 0.125% | |
2/14/2025 | Lido Advisors LLC | 20,612 | $486K | 0.0% | +67.4% | 0.224% | |
2/14/2025 | Beacon Pointe Advisors LLC | 16,322 | $385K | 0.0% | +14.0% | 0.177% | |
2/14/2025 | Integrated Wealth Concepts LLC | 67,298 | $1.59M | 0.0% | +61.8% | 0.732% | |
2/14/2025 | Stifel Financial Corp | 48,935 | $1.16M | 0.0% | -8.9% | 0.532% | |
2/14/2025 | Freedom Investment Management Inc. | 12,705 | $300K | 0.0% | N/A | 0.138% | |
2/13/2025 | NewEdge Advisors LLC | 135,131 | $3.19M | 0.0% | +8.4% | 1.469% | |
2/13/2025 | Raymond James Financial Inc. | 157,112 | $3.71M | 0.0% | N/A | 1.708% | |
2/13/2025 | Advisory Services Network LLC | 10,049 | $237K | 0.0% | +14.7% | 0.109% | |
2/13/2025 | Invesco Ltd. | 240,179 | $5.67M | 0.0% | +26.2% | 2.611% | |
2/13/2025 | Envestnet Asset Management Inc. | 119,520 | $2.82M | 0.0% | +69.3% | 1.299% | |
2/13/2025 | Wells Fargo & Company MN | 327,631 | $7.73M | 0.0% | +16.1% | 3.561% | |
2/12/2025 | PAX Financial Group LLC | 48,143 | $1.14M | 0.2% | N/A | 0.523% | |
2/12/2025 | OneAscent Financial Services LLC | 9,608 | $227K | 0.0% | N/A | 0.104% | |
2/12/2025 | StoneX Group Inc. | 26,815 | $633K | 0.0% | N/A | 0.291% | |
2/11/2025 | LPL Financial LLC | 298,378 | $7.04M | 0.0% | +6.4% | 3.243% | |
2/10/2025 | Signaturefd LLC | 6,714 | $158K | 0.0% | N/A | 0.073% | |
2/10/2025 | Hills Bank & Trust Co | 30,121 | $711K | 0.1% | N/A | 0.327% | |
2/10/2025 | Commonwealth Equity Services LLC | 175,521 | $4.14M | 0.0% | -3.2% | 1.908% | |
2/7/2025 | HighTower Advisors LLC | 60,376 | $1.43M | 0.0% | +7.3% | 0.656% | |
2/7/2025 | Independent Advisor Alliance | 17,752 | $419K | 0.0% | N/A | 0.193% | |
2/7/2025 | Tassel Capital Management Inc. | 10,533 | $249K | 0.2% | N/A | 0.114% | |
2/7/2025 | Atlantic Union Bankshares Corp | 250,543 | $5.91M | 0.3% | +34.6% | 2.723% | |
2/7/2025 | PNC Financial Services Group Inc. | 7,659 | $181K | 0.0% | +38.3% | 0.083% | |
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2/6/2025 | Raymond James Financial Inc. | 157,112 | $3.71M | 0.0% | N/A | 1.708% | |
2/6/2025 | Atria Investments Inc | 129,494 | $3.06M | 0.0% | +43.3% | 1.408% | |
2/6/2025 | Meridian Wealth Management LLC | 35,584 | $840K | 0.0% | +9.8% | 0.387% | |
2/6/2025 | Jones Financial Companies Lllp | 10,692 | $252K | 0.0% | +99.4% | 0.116% | |
2/5/2025 | Jacobi Capital Management LLC | 11,084 | $262K | 0.0% | +5.1% | 0.120% | |
2/5/2025 | First Command Advisory Services Inc. | 32,335 | $763K | 0.0% | +202.4% | 0.351% | |
2/4/2025 | MONECO Advisors LLC | 56,324 | $1.33M | 0.1% | +46.0% | 0.612% | |
2/3/2025 | Private Advisor Group LLC | 9,400 | $222K | 0.0% | -34.4% | 0.104% | |
1/31/2025 | Key Financial Inc | 273,666 | $6.46M | 1.5% | +0.2% | 3.041% | |
1/31/2025 | Sanctuary Advisors LLC | 184,052 | $4.35M | 0.0% | +6.4% | 2.045% | |
1/30/2025 | Principal Securities Inc. | 3,993 | $94K | 0.0% | N/A | 0.044% | |
1/30/2025 | Howard Wealth Management LLC | 12,615 | $298K | 0.2% | +18.2% | 0.140% | |
1/29/2025 | Collier Financial | 13,923 | $329K | 0.3% | N/A | 0.158% | |
1/29/2025 | Focus Financial Network Inc. | 10,138 | $239K | 0.0% | N/A | 0.115% | |
1/29/2025 | Wingate Wealth Advisors Inc. | 8,494 | $200K | 0.2% | N/A | 0.097% | |
1/29/2025 | Savant Capital LLC | 44,475 | $1.05M | 0.0% | -4.3% | 0.505% | |
1/28/2025 | AlphaStar Capital Management LLC | 49,410 | $1.17M | 0.1% | +11.9% | 0.561% | |
1/27/2025 | YANKCOM Partnership | 16,803 | $397K | 0.2% | N/A | 0.191% | |
1/27/2025 | Silverlake Wealth Management LLC | 11,768 | $278K | 0.1% | +7.7% | 0.134% | |
1/23/2025 | AA Financial Advisors LLC | 20,092 | $474K | 0.1% | -10.0% | 0.228% | |
1/23/2025 | Crews Bank & Trust | 8,455 | $200K | 0.0% | N/A | 0.096% | |
1/23/2025 | Asset Dedication LLC | 86,059 | $2.03M | 0.2% | +5.3% | 0.978% | |
1/22/2025 | Webster Bank N. A. | 5,520 | $130K | 0.0% | +74.7% | 0.063% | |
1/21/2025 | Precedent Wealth Partners LLC | 72,483 | $1.71M | 0.6% | +3.8% | 0.853% | |
1/21/2025 | Cornerstone Wealth Management LLC | 50,266 | $1.19M | 0.1% | N/A | 0.591% | |
1/17/2025 | Avior Wealth Management LLC | 128,236 | $3.03M | 0.1% | +44.8% | 1.509% | |
1/15/2025 | Astoria Portfolio Advisors LLC. | 49,185 | $1.16M | 0.4% | +14.8% | 0.586% | |
1/15/2025 | CGN Advisors LLC | 58,088 | $1.37M | 0.1% | -4.0% | 0.692% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 30,848 | $728K | 0.0% | N/A | 0.367% | |
1/14/2025 | Kathmere Capital Management LLC | 22,158 | $523K | 0.0% | N/A | 0.264% | |
1/14/2025 | Tlwm | 22,276 | $526K | 0.1% | +2.0% | 0.265% | |
1/13/2025 | Sentinel Pension Advisors Inc. | 27,487 | $649K | 0.1% | +38.1% | 0.327% | |
1/13/2025 | Kades & Cheifetz LLC | 11,506 | $272K | 0.1% | +21.5% | 0.137% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 13,492 | $320K | 0.0% | N/A | 0.161% | |
1/2/2025 | Confluence Investment Management LLC | 240,509 | $5.68M | 0.1% | -1.2% | 3.250% | |
11/25/2024 | Sanctuary Advisors LLC | 173,028 | $4.10M | 0.0% | +123.7% | 2.338% | |
11/15/2024 | MML Investors Services LLC | 26,405 | $626K | 0.0% | +5.1% | 0.357% | |
11/15/2024 | Jane Street Group LLC | 126,453 | $3.00M | 0.0% | -48.7% | 1.709% | |
11/15/2024 | Stifel Financial Corp | 53,729 | $1.27M | 0.0% | +368.1% | 0.726% | |
11/15/2024 | Integrated Wealth Concepts LLC | 41,582 | $985K | 0.0% | +11.3% | 0.562% | |
11/15/2024 | HighTower Advisors LLC | 56,261 | $1.33M | 0.0% | +169.8% | 0.760% | |
11/15/2024 | Benjamin Edwards Inc. | 15,663 | $371K | 0.0% | N/A | 0.212% | |
11/14/2024 | Flow Traders U.S. LLC | 12,970 | $307K | 0.0% | -66.8% | 0.175% | |
11/14/2024 | Captrust Financial Advisors | 12,314 | $292K | 0.0% | +11.6% | 0.166% | |
11/14/2024 | Atlantic Union Bankshares Corp | 186,189 | $4.41M | 0.3% | +37.8% | 2.516% | |
11/14/2024 | CreativeOne Wealth LLC | 54,250 | $1.29M | 0.0% | N/A | 0.733% | |
11/12/2024 | Meridian Wealth Management LLC | 32,420 | $768K | 0.0% | +6.4% | 0.438% | |
11/8/2024 | Avior Wealth Management LLC | 88,559 | $2.10M | 0.1% | +51.3% | 1.197% | |
11/6/2024 | River Street Advisors LLC | 2,100 | $50K | 0.0% | N/A | 0.028% | |
11/5/2024 | Paulson Wealth Management Inc. | 41,068 | $973K | 0.3% | +18.4% | 0.555% | |
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11/5/2024 | Aptus Capital Advisors LLC | 41,391 | $981K | 0.0% | +11.3% | 0.559% | |
11/4/2024 | Addison Advisors LLC | 20,610 | $488K | 0.1% | +27.7% | 0.279% | |
11/1/2024 | Atria Investments Inc | 90,359 | $2.14M | 0.0% | +5.2% | 1.221% | |
10/31/2024 | Confluence Investment Management LLC | 243,449 | $5.77M | 0.1% | -5.8% | 3.290% | |
10/29/2024 | Key Financial Inc | 273,136 | $6.47M | 1.4% | +8.5% | 3.691% | |
10/25/2024 | Voisard Asset Management Group Inc. | 8,900 | $211K | 0.1% | N/A | 0.120% | |
10/25/2024 | MONECO Advisors LLC | 38,570 | $914K | 0.1% | +62.2% | 0.528% | |
10/22/2024 | Private Advisor Group LLC | 14,322 | $339K | 0.0% | -47.2% | 0.196% | |
10/18/2024 | AA Financial Advisors LLC | 22,318 | $529K | 0.2% | +8.2% | 0.306% | |
10/18/2024 | Precedent Wealth Partners LLC | 69,835 | $1.66M | 0.5% | +20.6% | 0.957% | |