3/24/2025 | Avant Financial Advisors LLC | 40,831 | $1.98M | 1.8% | N/A | 0.016% | |
3/21/2025 | Prostatis Group LLC | 16,436 | $796K | 0.2% | -4.8% | 0.007% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 98,839 | $4.79M | 0.0% | -8.0% | 0.037% | |
3/13/2025 | Silver Oak Wealth Advisors Services LLC | 354,078 | $17.14M | 15.2% | N/A | 0.143% | |
3/12/2025 | Centaurus Financial Inc. | 3,144 | $152K | 0.0% | -13.1% | 0.001% | |
3/12/2025 | Wealthedge Investment Advisors LLC | 30,288 | $1.47M | 0.7% | N/A | 0.012% | |
3/10/2025 | SpringVest Wealth Management LLC | 49,804 | $2.41M | 2.1% | N/A | 0.020% | |
3/10/2025 | Old North State Trust LLC | 30,789 | $1.49M | 0.9% | N/A | 0.012% | |
3/7/2025 | Aegis Wealth Management LLC | 33,126 | $1.60M | 1.1% | N/A | 0.013% | |
3/4/2025 | Comprehensive Money Management Services LLC | 67,601 | $3.27M | 2.7% | N/A | 0.027% | |
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2/28/2025 | BridgePort Financial Solutions LLC | 10,401 | $513K | 0.2% | N/A | 0.004% | |
2/27/2025 | XY Planning Network Inc. | 36,880 | $1.79M | 1.3% | N/A | 0.014% | |
2/25/2025 | SWAN Capital LLC | 275,975 | $13.36M | 6.5% | +22.8% | 0.111% | |
2/25/2025 | Integrated Advisors Network LLC | 16,370 | $793K | 0.0% | +67.7% | 0.007% | |
2/24/2025 | H&H Retirement Design & Management INC | 34,240 | $1.68M | 1.0% | -1.5% | 0.014% | |
2/24/2025 | Ameriflex Group Inc. | 3,350 | $164K | 0.1% | N/A | 0.001% | |
2/22/2025 | American Trust | 43,226 | $2.09M | 0.2% | -10.6% | 0.017% | |
2/20/2025 | Forum Financial Management LP | 4,170 | $202K | 0.0% | N/A | 0.002% | |
2/20/2025 | Peak Retirement Planning Inc. | 4,471 | $216K | 0.1% | N/A | 0.002% | |
2/18/2025 | BIP Alliance LLC | 21,268 | $1.03M | 0.4% | N/A | 0.009% | |
2/18/2025 | GTS Securities LLC | 32,524 | $1.58M | 0.1% | N/A | 0.013% | |
2/18/2025 | Headinvest LLC | 37,518 | $1.82M | 0.3% | +45.8% | 0.015% | |
2/18/2025 | JT Stratford LLC | 17,440 | $844K | 0.1% | -7.0% | 0.007% | |
2/18/2025 | Nepc LLC | 65,564 | $3.18M | 0.1% | +28.0% | 0.026% | |
2/18/2025 | Legacy Financial Group Inc. | 45,388 | $2.20M | 0.7% | +1.7% | 0.018% | |
2/18/2025 | 10Elms LLP | 815 | $39K | 0.0% | N/A | 0.000% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 2,676,073 | $129.58M | 2.2% | +25.6% | 1.081% | |
2/18/2025 | Ames National Corp | 88,855 | $4.30M | 2.7% | N/A | 0.036% | |
2/17/2025 | Waverly Advisors LLC | 44,785 | $2.17M | 0.0% | -5.7% | 0.018% | |
2/17/2025 | Visionary Wealth Advisors | 74,298 | $3.60M | 0.2% | +19.6% | 0.030% | |
2/17/2025 | WBI Investments LLC | 23,648 | $1.15M | 0.3% | -43.7% | 0.010% | |
2/17/2025 | Studio Investment Management LLC | 1,034,295 | $50.08M | 10.6% | +20.4% | 0.418% | |
2/17/2025 | Royal Bank of Canada | 492,167 | $23.83M | 0.0% | -11.0% | 0.199% | |
2/17/2025 | Main Street Group LTD | 8,381 | $406K | 0.2% | -2.9% | 0.003% | |
2/17/2025 | Minot DeBlois Advisors LLC | 2,041 | $99K | 0.1% | N/A | 0.001% | |
2/17/2025 | Focus Partners Wealth | 2,932,718 | $142.00M | 0.4% | +17.9% | 1.185% | |
2/17/2025 | Fairview Capital Investment Management LLC | 65,084 | $3.15M | 0.2% | +83.4% | 0.026% | |
2/17/2025 | Fiduciary Trust Co | 107,106 | $5.19M | 0.1% | -3.8% | 0.043% | |
2/17/2025 | EP Wealth Advisors LLC | 5,716 | $277K | 0.0% | -59.7% | 0.002% | |
2/17/2025 | EPG Wealth Management LLC | 71,422 | $3.46M | 0.9% | -14.0% | 0.029% | |
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2/17/2025 | CoreCap Advisors LLC | 9,380 | $454K | 0.0% | -37.9% | 0.004% | |
2/17/2025 | Cornerstone Financial Group LLC NE | 4,926 | $239K | 0.2% | N/A | 0.002% | |
2/17/2025 | Cresset Asset Management LLC | 152,978 | $7.41M | 0.0% | -1.7% | 0.062% | |
2/17/2025 | Cetera Investment Advisers | 741,949 | $35.93M | 0.1% | +2.6% | 0.300% | |
2/17/2025 | Bulltick Wealth Management LLC | 24,147 | $1.17M | 0.3% | +2.4% | 0.010% | |
2/17/2025 | Cahill Financial Advisors Inc. | 6,983 | $338K | 0.0% | -11.9% | 0.003% | |
2/17/2025 | Captrust Financial Advisors | 51,806 | $2.51M | 0.0% | -5.9% | 0.021% | |
2/17/2025 | Cardiff Park Advisors LLC | 85,841 | $4.16M | 0.4% | -0.4% | 0.035% | |
2/17/2025 | Cary Street Partners Financial LLC | 66,398 | $3.22M | 0.1% | N/A | 0.027% | |
2/17/2025 | Brown Wealth Management LLC | 36,085 | $1.75M | 0.6% | +6.3% | 0.015% | |
2/17/2025 | Baird Financial Group Inc. | 30,706 | $1.49M | 0.0% | -5.7% | 0.012% | |
2/17/2025 | Bank of America Corp DE | 3,396,557 | $164.46M | 0.0% | -0.9% | 1.372% | |
2/17/2025 | BIP Wealth LLC | 13,554 | $656K | 0.0% | +11.9% | 0.005% | |
2/17/2025 | BNP Paribas Financial Markets | 20,339 | $985K | 0.0% | +110.2% | 0.008% | |
2/17/2025 | Ameriprise Financial Inc. | 435,443 | $21.11M | 0.0% | -6.5% | 0.176% | |
2/17/2025 | Aptus Capital Advisors LLC | 6,926 | $335K | 0.0% | +17.9% | 0.003% | |
2/17/2025 | Accredited Wealth Management LLC | 9,114 | $441K | 0.4% | N/A | 0.004% | |
2/14/2025 | West Paces Advisors Inc. | 95,361 | $4.62M | 1.1% | +1.8% | 0.039% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 119,715 | $5.80M | 0.0% | -12.9% | 0.048% | |
2/14/2025 | Rehmann Capital Advisory Group | 114,897 | $5.56M | 0.4% | -1.4% | 0.046% | |
2/14/2025 | Comerica Bank | 344,372 | $16.67M | 0.1% | +961.4% | 0.139% | |
2/14/2025 | Schwallier Wealth Management LLC | 75,507 | $3.66M | 2.8% | +9.9% | 0.031% | |
2/14/2025 | Lido Advisors LLC | 93,242 | $4.52M | 0.0% | -5.8% | 0.038% | |
2/14/2025 | Northern Trust Corp | 49,299 | $2.39M | 0.0% | +13.4% | 0.020% | |
2/14/2025 | The Manufacturers Life Insurance Company | 207,655 | $10.06M | 0.0% | +7.8% | 0.084% | |
2/14/2025 | Beacon Pointe Advisors LLC | 6,822 | $330K | 0.0% | +8.3% | 0.003% | |
2/14/2025 | Betterment LLC | 2,514,610 | $121.76M | 0.3% | -10.4% | 1.016% | |
2/14/2025 | Mission Creek Capital Partners Inc. | 8,139 | $394K | 0.1% | -6.2% | 0.003% | |
2/14/2025 | Rinkey Investments | 37,737 | $1.83M | 0.6% | -10.3% | 0.015% | |
2/14/2025 | Arkos Global Advisors | 11,370 | $551K | 0.1% | -9.2% | 0.005% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 9,434 | $457K | 0.0% | -19.7% | 0.004% | |
2/14/2025 | Integrated Wealth Concepts LLC | 4,863 | $235K | 0.0% | -24.0% | 0.002% | |
2/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 762,954 | $37.24M | 0.4% | +382.9% | 0.308% | |
2/14/2025 | MGO One Seven LLC | 186,479 | $9.03M | 0.3% | +6.4% | 0.075% | |
2/14/2025 | Stifel Financial Corp | 334,652 | $16.20M | 0.0% | +1.0% | 0.135% | |
2/14/2025 | OneDigital Investment Advisors LLC | 54,767 | $2.65M | 0.0% | -8.5% | 0.022% | |
2/14/2025 | Transce3nd LLC | 1,995 | $97K | 0.0% | N/A | 0.001% | |
2/14/2025 | MML Investors Services LLC | 170,618 | $8.26M | 0.0% | +15.9% | 0.069% | |
2/14/2025 | Forum Financial Management LP | 4,170 | $202K | 0.0% | N/A | 0.002% | |
2/14/2025 | GeoWealth Management LLC | 12,461 | $603K | 0.0% | +46.4% | 0.005% | |
2/14/2025 | Balanced Rock Investment Advisors LLC | 42,593 | $2.06M | 1.6% | +4.7% | 0.017% | |
2/14/2025 | Adams Wealth Management | 12,260 | $594K | 0.1% | N/A | 0.005% | |
2/13/2025 | NewEdge Advisors LLC | 90,680 | $4.39M | 0.0% | +52.1% | 0.037% | |
2/13/2025 | Main Street Financial Solutions LLC | 21,026 | $1.02M | 0.1% | +26.2% | 0.008% | |
2/13/2025 | Twin Focus Capital Partners LLC | 368,642 | $17.85M | 2.6% | -3.7% | 0.149% | |
2/13/2025 | Regal Investment Advisors LLC | 7,090 | $343K | 0.0% | N/A | 0.003% | |
2/13/2025 | CacheTech Inc. | 12,260 | $594K | 0.1% | N/A | 0.005% | |
2/13/2025 | Guggenheim Capital LLC | 29,971 | $1.45M | 0.0% | -1.6% | 0.012% | |
2/13/2025 | LaSalle St. Investment Advisors LLC | 15,159 | $734K | 0.2% | +5.0% | 0.006% | |
2/13/2025 | Madden Advisory Services Inc. | 7,858 | $380K | 0.2% | +8.1% | 0.003% | |
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2/13/2025 | CreativeOne Wealth LLC | 32,071 | $1.55M | 0.0% | -0.8% | 0.013% | |
2/13/2025 | Mariner LLC | 227,990 | $11.04M | 0.0% | +8.8% | 0.092% | |
2/13/2025 | SageView Advisory Group LLC | 5,867 | $284K | 0.0% | -16.7% | 0.002% | |
2/13/2025 | Keystone Financial Group | 4,174 | $202K | 0.0% | N/A | 0.002% | |
2/13/2025 | TME Financial Inc. | 121,048 | $5.97M | 5.7% | N/A | 0.049% | |
2/13/2025 | Synovus Financial Corp | 16,956 | $821K | 0.0% | -34.9% | 0.007% | |
2/13/2025 | Townsquare Capital LLC | 37,165 | $1.80M | 0.0% | +5.0% | 0.015% | |
2/13/2025 | Rockefeller Capital Management L.P. | 29,576 | $1.43M | 0.0% | -7.5% | 0.012% | |
2/13/2025 | NFP Retirement Inc. | 11,805 | $572K | 0.0% | -36.9% | 0.005% | |
2/13/2025 | Titan Global Capital Management USA LLC | 38,247 | $1.85M | 0.3% | +4.4% | 0.015% | |