2/19/2025 | ARQ Wealth Advisors LLC | 206,682 | $10.27M | 3.9% | +2.6% | 1.697% | |
2/18/2025 | McIlrath & Eck LLC | 125,304 | $6.22M | 0.8% | +4.8% | 0.957% | |
2/17/2025 | CoreCap Advisors LLC | 33,157 | $1.65M | 0.1% | +1.7% | 0.253% | |
2/17/2025 | Cetera Investment Advisers | 61,331 | $3.05M | 0.0% | +2.5% | 0.468% | |
2/17/2025 | Bank of America Corp DE | 27,465 | $1.36M | 0.0% | -1.3% | 0.210% | |
2/14/2025 | MML Investors Services LLC | 115,383 | $5.73M | 0.0% | +4.2% | 0.881% | |
2/13/2025 | NewEdge Advisors LLC | 37,388 | $1.86M | 0.0% | +35.8% | 0.285% | |
2/13/2025 | Rockefeller Capital Management L.P. | 13,156 | $653K | 0.0% | N/A | 0.100% | |
2/13/2025 | Titleist Asset Management LLC | 227,203 | $11.29M | 1.3% | -8.1% | 1.734% | |
2/13/2025 | Envestnet Asset Management Inc. | 392,541 | $19.50M | 0.0% | +33.3% | 2.996% | |
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2/13/2025 | Wells Fargo & Company MN | 4,180 | $208K | 0.0% | +417,900.0% | 0.032% | |
2/13/2025 | AllGen Financial Advisors Inc. | 5,389 | $268K | 0.1% | +15.5% | 0.041% | |
2/12/2025 | World Investment Advisors | 65,761 | $3.27M | 0.1% | +9.2% | 0.502% | |
2/12/2025 | RFG Bristol Wealth Advisors LLC | 189,953 | $9.44M | 3.1% | N/A | 1.450% | |
2/12/2025 | Centric Wealth Management | 5,696 | $283K | 0.1% | -13.2% | 0.043% | |
2/12/2025 | Lokken Investment Group LLC | 4,996 | $248K | 0.1% | N/A | 0.038% | |
2/12/2025 | JPMorgan Chase & Co. | 8,259 | $410K | 0.0% | +7.7% | 0.063% | |
2/11/2025 | LPL Financial LLC | 1,033,281 | $51.32M | 0.0% | +5.9% | 7.888% | |
2/10/2025 | Eaton Financial Holdings Company LLC | 34,254 | $1.70M | 0.7% | -58.9% | 0.261% | |
2/10/2025 | Commonwealth Equity Services LLC | 32,301 | $1.60M | 0.0% | +3.8% | 0.247% | |
2/10/2025 | Avantax Advisory Services Inc. | 4,759 | $236K | 0.0% | -10.7% | 0.036% | |
2/7/2025 | PFG Advisors | 82,682 | $4.11M | 0.3% | +3.3% | 0.631% | |
2/7/2025 | Prosperity Wealth Management Inc. | 100,911 | $5.01M | 2.1% | +2.8% | 0.770% | |
2/7/2025 | Independent Advisor Alliance | 47,841 | $2.38M | 0.0% | N/A | 0.365% | |
2/7/2025 | Lifeworks Advisors LLC | 4,948 | $246K | 0.0% | -6.4% | 0.038% | |
2/7/2025 | Larson Financial Group LLC | 16,618 | $825K | 0.0% | +7.8% | 0.127% | |
2/6/2025 | Raymond James Financial Inc. | 242,679 | $12.05M | 0.0% | N/A | 1.853% | |
2/6/2025 | Synergy Investment Management LLC | 12,508 | $621K | 0.3% | N/A | 0.095% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 12,988 | $645K | 0.0% | N/A | 0.099% | |
2/4/2025 | Mainstay Capital Management LLC ADV | 5,639 | $280K | 0.0% | -3.9% | 0.043% | |
2/3/2025 | Sigma Planning Corp | 4,317 | $214K | 0.0% | +5.8% | 0.033% | |
2/3/2025 | Flagstar Advisors Inc. | 6,509 | $323K | 0.1% | +11.3% | 0.050% | |
1/30/2025 | Allworth Financial LP | 10,003 | $512K | 0.0% | N/A | 0.076% | |
1/30/2025 | Centerpoint Advisory Group | 23,080 | $1.15M | 1.1% | N/A | 0.176% | |
1/30/2025 | Aveo Capital Partners LLC | 531,838 | $26.42M | 2.9% | -1.2% | 4.060% | |
1/30/2025 | Intelligence Driven Advisers LLC | 346,504 | $17.21M | 3.2% | -19.9% | 2.645% | |
1/29/2025 | AIFG Consultants Ltd. | 36,852 | $1.83M | 3.0% | +33.7% | 0.282% | |
1/28/2025 | Kingsview Wealth Management LLC | 117,355 | $5.83M | 0.1% | -0.5% | 0.899% | |
1/27/2025 | Foguth Wealth Management LLC. | 97,672 | $5.04M | 1.3% | +17.3% | 0.748% | |
1/23/2025 | RVW Wealth LLC | 21,511 | $1.07M | 0.1% | -9.2% | 0.165% | |
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1/23/2025 | Strategic Blueprint LLC | 7,590 | $377K | 0.0% | +5.5% | 0.058% | |
1/22/2025 | Lighthouse Wealth Management Inc. | 170,533 | $8.47M | 7.8% | N/A | 1.307% | |
1/21/2025 | Geneos Wealth Management Inc. | 79,973 | $3.97M | 0.1% | +1.1% | 0.627% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 4,570 | $227K | 0.0% | -10.0% | 0.036% | |
1/16/2025 | Davies Financial Advisors Inc. | 19,334 | $960K | 0.8% | +19.8% | 0.153% | |
1/16/2025 | M.E. Allison & CO. Inc. | 5,495 | $273K | 0.3% | N/A | 0.043% | |
1/15/2025 | Merit Financial Group LLC | 286,049 | $14.21M | 0.3% | +32.5% | 2.261% | |
1/14/2025 | Sovereign Financial Group Inc. | 36,883 | $1.83M | 0.4% | +40.4% | 0.292% | |
1/14/2025 | Breakwater Capital Group | 7,778 | $386K | 0.1% | N/A | 0.061% | |
1/14/2025 | Signal Advisors Wealth LLC | 92,806 | $4.61M | 0.5% | +10.7% | 0.734% | |
12/26/2024 | JPMorgan Chase & Co. | 7,666 | $386K | 0.0% | +1,955.2% | 0.065% | |
11/25/2024 | World Investment Advisors LLC | 60,239 | $3.03M | 0.1% | N/A | 0.511% | |
11/22/2024 | Eaton Financial Holdings Company LLC | 83,377 | $4.19M | 1.7% | N/A | 0.707% | |
11/19/2024 | McIlrath & Eck LLC | 119,585 | $6.02M | 0.8% | +6.5% | 1.013% | |
11/15/2024 | MML Investors Services LLC | 110,730 | $5.57M | 0.0% | +41.3% | 0.938% | |
11/15/2024 | World Investment Advisors LLC | 3,030,022 | $152.41M | 0.8% | N/A | 25.678% | |
11/15/2024 | Integrated Wealth Concepts LLC | 11,148 | $561K | 0.0% | +4.3% | 0.094% | |
11/14/2024 | Centric Wealth Management | 6,564 | $337K | 0.1% | N/A | 0.056% | |
11/13/2024 | FMR LLC | 962 | $48K | 0.0% | +46.0% | 0.008% | |
11/12/2024 | Larson Financial Group LLC | 15,412 | $775K | 0.0% | +7.2% | 0.131% | |
11/12/2024 | Kingsview Wealth Management LLC | 117,897 | $5.93M | 0.1% | +4.9% | 0.999% | |
11/6/2024 | Lifeworks Advisors LLC | 5,284 | $266K | 0.1% | +16.6% | 0.045% | |
11/6/2024 | Intelligence Driven Advisers LLC | 432,798 | $21.77M | 3.1% | +20.1% | 3.668% | |
11/4/2024 | Sigma Planning Corp | 4,079 | $205K | 0.0% | N/A | 0.035% | |
10/25/2024 | Strategic Blueprint LLC | 7,194 | $362K | 0.0% | +38.2% | 0.061% | |
10/24/2024 | AllGen Financial Advisors Inc. | 4,665 | $235K | 0.1% | N/A | 0.040% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 7,500 | $377K | 0.0% | -4.6% | 0.064% | |
10/21/2024 | AIFG Consultants Ltd. | 27,572 | $1.39M | 1.1% | N/A | 0.235% | |
10/15/2024 | PFG Advisors | 80,037 | $4.03M | 0.3% | -1.7% | 0.682% | |
10/9/2024 | Davies Financial Advisors Inc. | 16,133 | $811K | 0.7% | +220.1% | 0.138% | |
10/8/2024 | CWM LLC | 2,827 | $142K | 0.0% | +49.7% | 0.024% | |
10/8/2024 | Sovereign Financial Group Inc. | 26,268 | $1.32M | 0.3% | N/A | 0.226% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 5,080 | $256K | 0.0% | +19.4% | 0.044% | |
10/1/2024 | Bridge Advisory LLC | 110,771 | $5.57M | 2.7% | +0.3% | 1.028% | |
9/5/2024 | Sanctuary Advisors LLC | 12,715 | $584K | 0.0% | N/A | 0.118% | |
8/22/2024 | Cetera Investment Advisers | 36,827 | $1.75M | 0.0% | +74.4% | 0.342% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 250,548 | $11.88M | 0.0% | +413.0% | 2.324% | |
8/16/2024 | Susquehanna International Group LLP | 70,184 | $3.33M | 0.0% | +165.0% | 0.651% | |
8/8/2024 | Envestnet Asset Management Inc. | 102,018 | $4.84M | 0.0% | +46.1% | 0.946% | |
8/8/2024 | Thoroughbred Financial Services LLC | 5,326 | $252K | 0.0% | N/A | 0.049% | |
8/8/2024 | CoreCap Advisors LLC | 31,266 | $1.48M | 0.2% | N/A | 0.290% | |
8/8/2024 | PFG Advisors | 81,448 | $3.86M | 0.3% | -0.7% | 0.756% | |
8/8/2024 | LPL Financial LLC | 824,299 | $39.10M | 0.0% | +35.8% | 7.647% | |
8/6/2024 | Intelligence Driven Advisers LLC | 360,471 | $17.10M | 2.4% | +52.1% | 3.344% | |
8/2/2024 | Larson Financial Group LLC | 14,376 | $682K | 0.0% | N/A | 0.133% | |
8/2/2024 | Aveo Capital Partners LLC | 516,023 | $24.48M | 2.8% | +5.0% | 4.787% | |
7/31/2024 | Commonwealth Equity Services LLC | 30,253 | $1.44M | 0.0% | +7.6% | 0.281% | |
7/31/2024 | IFG Advisory LLC | 74,586 | $3.54M | 0.2% | -2.9% | 0.692% | |
7/30/2024 | Davies Financial Advisors Inc. | 5,040 | $239K | 0.2% | N/A | 0.047% | |
7/27/2024 | Strategic Blueprint LLC | 5,207 | $247K | 0.0% | N/A | 0.049% | |
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7/27/2024 | Zimmermann Investment Management & Planning LLC | 149,359 | $7.08M | 2.4% | +35.2% | 1.396% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 52,116 | $2.47M | 0.0% | +33.0% | 0.487% | |
7/23/2024 | Geneos Wealth Management Inc. | 78,887 | $3.74M | 0.2% | +9.2% | 0.737% | |
7/23/2024 | Bridge Advisory LLC | 110,423 | $5.24M | 2.6% | N/A | 1.032% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 249,391 | $11.83M | 0.0% | +0.8% | 2.331% | |
7/16/2024 | Foguth Wealth Management LLC. | 63,737 | $3.02M | 1.3% | -26.6% | 0.607% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 4,253 | $202K | 0.0% | -6.2% | 0.041% | |
7/15/2024 | RFG Advisory LLC | 6,113 | $290K | 0.0% | N/A | 0.058% | |
7/10/2024 | CWM LLC | 1,889 | $90K | 0.0% | N/A | 0.018% | |
7/8/2024 | RVW Wealth LLC | 21,420 | $1.02M | 0.1% | -25.6% | 0.205% | |