3/19/2025 | Northeast Planning Associates INC. NH | 10,128 | $345K | 0.4% | N/A | 0.016% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 103,953 | $3.54M | 0.0% | +30.1% | 0.167% | |
2/24/2025 | Great Valley Advisor Group Inc. | 1,105,453 | $37.69M | 0.8% | +52.1% | 1.780% | |
2/19/2025 | WCG Wealth Advisors LLC | 49,567 | $1.69M | 0.1% | -23.8% | 0.074% | |
2/17/2025 | WBI Investments LLC | 267,266 | $9.11M | 2.3% | +14.4% | 0.430% | |
2/17/2025 | Royal Bank of Canada | 617,224 | $21.04M | 0.0% | +43.6% | 0.994% | |
2/17/2025 | Napa Wealth Management | 44,823 | $1.53M | 0.7% | N/A | 0.072% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 26,008 | $887K | 0.0% | -52.9% | 0.042% | |
2/17/2025 | Cetera Investment Advisers | 224,208 | $7.64M | 0.0% | +152.0% | 0.361% | |
2/17/2025 | Bank of America Corp DE | 4,019,954 | $137.04M | 0.0% | +109.8% | 6.473% | |
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2/17/2025 | Adapt Wealth Advisors LLC | 331,427 | $11.30M | 5.6% | N/A | 0.534% | |
2/14/2025 | Keel Point LLC | 23,382 | $797K | 0.1% | +48.6% | 0.038% | |
2/14/2025 | Jane Street Group LLC | 53,673 | $1.83M | 0.0% | +279.3% | 0.086% | |
2/14/2025 | Triumph Capital Management | 41,469 | $1.41M | 0.5% | +85.1% | 0.067% | |
2/14/2025 | Comerica Bank | 13,818 | $471K | 0.0% | +100.0% | 0.022% | |
2/14/2025 | Integrated Wealth Concepts LLC | 14,035 | $478K | 0.0% | N/A | 0.023% | |
2/14/2025 | IHT Wealth Management LLC | 26,622 | $908K | 0.0% | N/A | 0.043% | |
2/14/2025 | Stifel Financial Corp | 68,954 | $2.35M | 0.0% | +117.3% | 0.111% | |
2/14/2025 | Tower Research Capital LLC TRC | 5,688 | $194K | 0.0% | N/A | 0.009% | |
2/14/2025 | Tradition Wealth Management LLC | 67,864 | $2.31M | 0.2% | +30.1% | 0.109% | |
2/14/2025 | MML Investors Services LLC | 147,987 | $5.05M | 0.0% | +4.3% | 0.238% | |
2/14/2025 | GeoWealth Management LLC | 27,370 | $933K | 0.0% | +21.1% | 0.044% | |
2/13/2025 | NewEdge Advisors LLC | 47,855 | $1.63M | 0.0% | +10.5% | 0.077% | |
2/13/2025 | CreativeOne Wealth LLC | 21,869 | $746K | 0.0% | +43.5% | 0.035% | |
2/13/2025 | Mariner LLC | 167,385 | $5.71M | 0.0% | +120.0% | 0.270% | |
2/13/2025 | Keystone Financial Group | 524,780 | $17.89M | 1.8% | N/A | 0.845% | |
2/13/2025 | Sagespring Wealth Partners LLC | 37,232 | $1.27M | 0.0% | N/A | 0.060% | |
2/13/2025 | Raymond James Financial Inc. | 1,071,386 | $36.52M | 0.0% | N/A | 1.725% | |
2/13/2025 | Advisory Services Network LLC | 18,831 | $642K | 0.0% | N/A | 0.030% | |
2/13/2025 | Renaissance Technologies LLC | 19,100 | $651K | 0.0% | N/A | 0.031% | |
2/13/2025 | Cerity Partners LLC | 11,056 | $377K | 0.0% | -4.4% | 0.018% | |
2/13/2025 | Sepio Capital LP | 232,166 | $7.92M | 0.6% | +33.2% | 0.374% | |
2/13/2025 | Envestnet Asset Management Inc. | 1,871,045 | $63.78M | 0.0% | +80.0% | 3.013% | |
2/13/2025 | Wells Fargo & Company MN | 963,469 | $32.85M | 0.0% | +69.7% | 1.551% | |
2/13/2025 | Smith Moore & CO. | 43,154 | $1.47M | 0.1% | +94.2% | 0.069% | |
2/12/2025 | Private Portfolio Partners LLC | 35,424 | $1.21M | 0.2% | +196.8% | 0.057% | |
2/12/2025 | StoneX Group Inc. | 998,798 | $34.05M | 2.2% | +107.5% | 1.608% | |
2/12/2025 | Maridea Wealth Management LLC | 65,811 | $2.24M | 0.7% | N/A | 0.106% | |
2/12/2025 | Ausdal Financial Partners Inc. | 120,243 | $4.10M | 0.4% | +34.6% | 0.194% | |
2/11/2025 | LPL Financial LLC | 4,114,921 | $140.28M | 0.1% | +185.2% | 6.626% | |
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2/11/2025 | TAP Consulting LLC | 103,362 | $3.52M | 0.7% | +6.4% | 0.166% | |
2/10/2025 | Axxcess Wealth Management LLC | 12,530 | $427K | 0.0% | +49.8% | 0.020% | |
2/10/2025 | Madison Investment Advisors LLC | 36,399 | $1.24M | 0.0% | N/A | 0.059% | |
2/10/2025 | Commonwealth Equity Services LLC | 693,621 | $23.65M | 0.0% | +74.3% | 1.117% | |
2/10/2025 | Hollencrest Capital Management | 8,504 | $290K | 0.0% | N/A | 0.014% | |
2/7/2025 | HighTower Advisors LLC | 59,650 | $2.03M | 0.0% | -38.4% | 0.096% | |
2/7/2025 | Moors & Cabot Inc. | 6,300 | $215K | 0.0% | N/A | 0.010% | |
2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 27,346 | $932K | 0.1% | +10.5% | 0.044% | |
2/6/2025 | Raymond James Financial Inc. | 1,071,386 | $36.52M | 0.0% | N/A | 1.725% | |
2/6/2025 | Vantage Financial Partners LLC | 453,375 | $15.46M | 3.9% | N/A | 0.730% | |
2/6/2025 | Atria Investments Inc | 208,375 | $7.10M | 0.1% | +134.9% | 0.336% | |
2/6/2025 | Victory Capital Management Inc. | 2,420,071 | $82.50M | 0.1% | +1.3% | 3.897% | |
2/6/2025 | Keybank National Association OH | 6,234 | $213K | 0.0% | N/A | 0.010% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 3,815 | $130K | 0.0% | N/A | 0.006% | |
2/6/2025 | Jones Financial Companies Lllp | 1,723 | $59K | 0.0% | N/A | 0.003% | |
2/5/2025 | Jacobi Capital Management LLC | 8,537 | $291K | 0.0% | N/A | 0.014% | |
2/5/2025 | Private Trust Co. NA | 5,773 | $197K | 0.0% | +187.6% | 0.009% | |
2/5/2025 | Oppenheimer & Co. Inc. | 6,950 | $237K | 0.0% | N/A | 0.011% | |
2/4/2025 | Bank of New York Mellon Corp | 12,402 | $423K | 0.0% | +46.9% | 0.020% | |
2/4/2025 | Pine Valley Investments Ltd Liability Co | 64,419 | $2.20M | 0.1% | +106.4% | 0.105% | |
2/4/2025 | World Equity Group Inc. | 20,805 | $709K | 0.2% | N/A | 0.034% | |
2/4/2025 | Summit Asset Management LLC | 32,415 | $1.11M | 0.2% | +44.5% | 0.053% | |
2/4/2025 | Atlantic Family Wealth LLC | 45,070 | $1.54M | 1.8% | N/A | 0.073% | |
2/3/2025 | Sigma Planning Corp | 10,620 | $362K | 0.0% | +50.0% | 0.017% | |
2/3/2025 | Lloyd Advisory Services LLC. | 7,125 | $243K | 0.1% | N/A | 0.012% | |
2/3/2025 | Legacy Capital Group California Inc. | 90,779 | $3.10M | 0.9% | +48.6% | 0.148% | |
2/3/2025 | RPS Advisory Solutions LLC | 61,233 | $2.09M | 1.3% | -18.3% | 0.100% | |
2/3/2025 | Private Advisor Group LLC | 390,172 | $13.30M | 0.1% | +585.8% | 0.635% | |
1/31/2025 | Global Retirement Partners LLC | 18,925 | $645K | 0.0% | +205.0% | 0.033% | |
1/31/2025 | Kestra Investment Management LLC | 1,824 | $62K | 0.0% | N/A | 0.003% | |
1/31/2025 | Truist Financial Corp | 228,112 | $7.78M | 0.0% | +28.3% | 0.392% | |
1/31/2025 | Sanctuary Advisors LLC | 948,910 | $34.19M | 0.2% | +30.0% | 1.633% | |
1/31/2025 | DDD Partners LLC | 58,209 | $1.98M | 0.2% | +1.5% | 0.100% | |
1/30/2025 | Allworth Financial LP | 1,300 | $47K | 0.0% | N/A | 0.002% | |
1/30/2025 | Legacy Capital Wealth Partners LLC | 22,812 | $778K | 0.2% | +51.4% | 0.039% | |
1/30/2025 | Nations Financial Group Inc. IA ADV | 17,980 | $613K | 0.0% | N/A | 0.031% | |
1/29/2025 | Howard Bailey Securities LLC | 10,434 | $356K | 0.1% | +46.9% | 0.018% | |
1/29/2025 | CAP Partners LLC | 48,038 | $1.64M | 1.2% | +652.5% | 0.083% | |
1/29/2025 | Comprehensive Financial Planning Inc. PA | 21,062 | $718K | 0.6% | N/A | 0.036% | |
1/28/2025 | Kestra Private Wealth Services LLC | 22,231 | $758K | 0.0% | +7.2% | 0.038% | |
1/28/2025 | Golden State Wealth Management LLC | 3,000 | $102K | 0.0% | N/A | 0.005% | |
1/27/2025 | Money Concepts Capital Corp | 10,548 | $360K | 0.0% | N/A | 0.018% | |
1/24/2025 | Fourpath Capital Management LLC | 11,176 | $381K | 0.1% | +50.1% | 0.020% | |
1/24/2025 | KPP Advisory Services LLC | 36,726 | $1.25M | 0.3% | +10.8% | 0.067% | |
1/24/2025 | DAVENPORT & Co LLC | 13,585 | $463K | 0.0% | +51.4% | 0.025% | |
1/24/2025 | SimpliFi Inc. | 70,610 | $2.41M | 1.1% | +1.8% | 0.129% | |
1/23/2025 | New Wave Wealth Advisors LLC | 3,264 | $111K | 0.0% | N/A | 0.006% | |
1/23/2025 | Barnes Pettey Financial Advisors LLC | 6,388 | $218K | 0.2% | N/A | 0.012% | |
1/23/2025 | RVW Wealth LLC | 174,106 | $5.94M | 0.6% | +48.9% | 0.319% | |
1/23/2025 | Strategic Planning Group LLC | 532,580 | $18.16M | 3.3% | N/A | 0.976% | |
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1/23/2025 | Allen Capital Group LLC | 357,725 | $12.20M | 1.5% | N/A | 0.656% | |
1/23/2025 | Gateway Wealth Partners LLC | 5,870 | $200K | 0.1% | N/A | 0.011% | |
1/22/2025 | Kennedy Investment Group | 19,897 | $678K | 0.3% | +63.1% | 0.036% | |
1/22/2025 | Patriot Financial Group Insurance Agency LLC | 157,460 | $5.37M | 0.7% | +590.5% | 0.289% | |
1/22/2025 | Landmark Wealth Management LLC | 374,693 | $12.77M | 5.7% | -1.7% | 0.687% | |
1/22/2025 | Astor Investment Management LLC | 383,572 | $13.08M | 6.7% | +46.6% | 0.703% | |
1/22/2025 | PFG Investments LLC | 9,383 | $320K | 0.0% | -10.4% | 0.017% | |
1/21/2025 | Vista Investment Partners LLC | 40,190 | $1.37M | 0.4% | N/A | 0.074% | |
1/21/2025 | Flagship Harbor Advisors LLC | 160,612 | $5.48M | 0.3% | +100.4% | 0.294% | |
1/21/2025 | Cornerstone Wealth Management LLC | 36,996 | $1.26M | 0.1% | +29.1% | 0.068% | |