4/18/2025 | Cornerstone Wealth Management LLC | 107,905 | $2.79M | 0.2% | +12.4% | 0.392% | |
4/16/2025 | Elevation Point Wealth Partners LLC | 490,152 | $12.69M | 1.1% | +2.2% | 1.782% | |
4/15/2025 | Kelly Financial Services LLC | 38,242 | $990K | 0.3% | +24.6% | 0.139% | |
4/15/2025 | Integrated Advisors Network LLC | 76,903 | $1.99M | 0.1% | N/A | 0.280% | |
4/11/2025 | Fortress Financial Group LLC | 351,283 | $9.10M | 9.1% | +5.6% | 1.277% | |
4/11/2025 | Ehrlich Financial Group | 102,323 | $2.65M | 1.9% | N/A | 0.372% | |
4/10/2025 | Beacon Financial Group | 822,236 | $21.29M | 2.3% | -3.7% | 2.989% | |
4/9/2025 | SigFig Wealth Management LLC | 12,270 | $318K | 0.0% | +3.8% | 0.045% | |
2/19/2025 | Invst LLC | 23,207 | $573K | 0.1% | N/A | 0.000% | |
2/17/2025 | Clarity Asset Management Inc. | 8,918 | $220K | 0.1% | N/A | 0.000% | |
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2/17/2025 | Cetera Investment Advisers | 490,490 | $12.10M | 0.0% | N/A | 0.000% | |
2/17/2025 | Bank of America Corp DE | 1,092,860 | $26.96M | 0.0% | N/A | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 384,236 | $9.48M | 0.0% | N/A | 0.000% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 8,722 | $215K | 0.0% | N/A | 0.000% | |
2/14/2025 | LGT Financial Advisors LLC | 3,676 | $91K | 0.2% | N/A | 0.000% | |
2/14/2025 | Jane Street Group LLC | 304,636 | $7.52M | 0.0% | N/A | 0.000% | |
2/14/2025 | Comerica Bank | 18,958 | $468K | 0.0% | N/A | 0.000% | |
2/14/2025 | Susquehanna International Group LLP | 258,238 | $6.37M | 0.0% | N/A | 0.000% | |
2/14/2025 | Stifel Financial Corp | 18,371 | $453K | 0.0% | N/A | 0.000% | |
2/14/2025 | MML Investors Services LLC | 884,224 | $21.81M | 0.1% | N/A | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 11,957 | $295K | 0.0% | N/A | 0.000% | |
2/13/2025 | LaSalle St. Investment Advisors LLC | 19,168 | $472K | 0.1% | N/A | 0.000% | |
2/13/2025 | Mariner LLC | 167,419 | $4.13M | 0.0% | N/A | 0.000% | |
2/13/2025 | Keystone Financial Group | 209,327 | $5.16M | 0.5% | N/A | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 53,656 | $1.32M | 0.0% | N/A | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 2,093,616 | $51.65M | 0.0% | N/A | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 117,657 | $2.90M | 0.0% | N/A | 0.000% | |
2/12/2025 | Vertex Planning Partners LLC | 453,937 | $11.20M | 2.5% | N/A | 0.000% | |
2/12/2025 | JPMorgan Chase & Co. | 986,801 | $24.34M | 0.0% | N/A | 0.000% | |
2/11/2025 | LPL Financial LLC | 1,883,312 | $46.46M | 0.0% | N/A | 0.000% | |
2/11/2025 | SigFig Wealth Management LLC | 11,819 | $292K | 0.0% | N/A | 0.000% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 141,514 | $3.49M | 0.0% | N/A | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 840,191 | $20.73M | 0.0% | N/A | 0.000% | |
2/10/2025 | Avantax Advisory Services Inc. | 110,557 | $2.73M | 0.0% | N/A | 0.000% | |
2/7/2025 | Independent Advisor Alliance | 152,343 | $3.76M | 0.0% | N/A | 0.000% | |
2/7/2025 | PNC Financial Services Group Inc. | 1,100 | $27K | 0.0% | N/A | 0.000% | |
2/6/2025 | Assetmark Inc. | 282,903 | $6.98M | 0.0% | N/A | 0.000% | |
2/6/2025 | Triad Wealth Partners LLC | 11,554 | $285K | 0.1% | N/A | 0.000% | |
2/6/2025 | Synergy Investment Management LLC | 8,435 | $208K | 0.1% | N/A | 0.000% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 2,487 | $61K | 0.0% | N/A | 0.000% | |
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2/6/2025 | Jones Financial Companies Lllp | 21,632 | $534K | 0.0% | N/A | 0.000% | |
2/5/2025 | Fortress Financial Group LLC | 332,657 | $8.21M | 8.2% | N/A | 0.000% | |
2/5/2025 | Private Trust Co. NA | 1,801 | $44K | 0.0% | N/A | 0.000% | |
2/4/2025 | IFP Advisors Inc | 20,156 | $497K | 0.0% | N/A | 0.000% | |
2/4/2025 | MONECO Advisors LLC | 144,763 | $3.57M | 0.4% | N/A | 0.000% | |
2/3/2025 | First Horizon Advisors Inc. | 1,808 | $45K | 0.0% | N/A | 0.000% | |
2/3/2025 | FDx Advisors Inc. | 47,239 | $1.17M | 0.3% | N/A | 0.000% | |
1/31/2025 | Global Retirement Partners LLC | 39,285 | $969K | 0.0% | N/A | 0.000% | |
1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 32,708 | $807K | 0.0% | N/A | 0.000% | |
1/31/2025 | Atria Wealth Solutions Inc. | 110,440 | $2.73M | 0.0% | N/A | 0.000% | |
1/31/2025 | Truist Financial Corp | 161,037 | $3.97M | 0.0% | N/A | 0.000% | |
1/31/2025 | J.W. Cole Advisors Inc. | 10,382 | $256K | 0.0% | N/A | 0.000% | |
1/30/2025 | Quadrant Private Wealth Management LLC | 13,582 | $335K | 0.1% | N/A | 0.000% | |
1/30/2025 | ShoreHaven Wealth Partners LLC | 16,610 | $410K | 0.2% | N/A | 0.000% | |
1/29/2025 | Beacon Financial Group | 853,661 | $21.06M | 2.3% | N/A | 0.000% | |
1/29/2025 | Silicon Valley Capital Partners | 1,886 | $47K | 0.0% | N/A | 0.000% | |
1/27/2025 | Stratos Wealth Partners LTD. | 26,691 | $658K | 0.0% | N/A | 0.000% | |
1/24/2025 | Muirfield Wealth Advisors LLC | 28,258 | $697K | 0.6% | N/A | 0.000% | |
1/22/2025 | Mount Yale Investment Advisors LLC | 479,436 | $11.83M | 1.0% | N/A | 0.000% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 29,254 | $722K | 0.1% | N/A | 0.000% | |
1/21/2025 | CFS Investment Advisory Services LLC | 219,476 | $5.41M | 0.5% | N/A | 0.000% | |
1/21/2025 | Geneos Wealth Management Inc. | 1,352 | $33K | 0.0% | N/A | 0.000% | |
1/21/2025 | Rodgers & Associates LTD | 11,432 | $282K | 0.0% | N/A | 0.000% | |
1/21/2025 | Cornerstone Wealth Management LLC | 96,013 | $2.37M | 0.2% | N/A | 0.000% | |
1/16/2025 | Union Savings Bank | 14,640 | $361K | 0.2% | N/A | 0.000% | |
1/16/2025 | Diversify Advisory Services LLC | 25,077 | $618K | 0.0% | N/A | 0.000% | |
1/16/2025 | Kelly Financial Services LLC | 30,693 | $757K | 0.2% | N/A | 0.000% | |
1/15/2025 | Integrated Investment Consultants LLC | 363,311 | $8.96M | 0.2% | N/A | 0.000% | |
1/14/2025 | Park Avenue Securities LLC | 76,008 | $1.88M | 0.0% | N/A | 0.000% | |