4/1/2025 | MassMutual Private Wealth & Trust FSB | 83,210 | $5.86M | 0.2% | +7.5% | 0.106% | |
3/24/2025 | Mascagni Wealth Management Inc. | 7,514 | $514K | 0.4% | N/A | 0.010% | |
3/21/2025 | Prostatis Group LLC | 26,129 | $1.79M | 0.5% | +8.7% | 0.033% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 16,780 | $1.15M | 0.0% | +241.8% | 0.021% | |
3/3/2025 | Forthright Family Wealth Advisory LLC | 5,488 | $376K | 0.2% | +56.7% | 0.007% | |
2/28/2025 | Park Square Financial Group LLC | 1,137 | $78K | 0.1% | N/A | 0.001% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 93,422 | $6.39M | 0.2% | -12.6% | 0.118% | |
2/25/2025 | Integrated Advisors Network LLC | 3,392 | $232K | 0.0% | -34.3% | 0.004% | |
2/24/2025 | H&H Retirement Design & Management INC | 97,166 | $6.79M | 4.1% | +3.4% | 0.123% | |
2/24/2025 | Wilkins Miller Wealth Management LLC | 38,891 | $2.66M | 2.8% | N/A | 0.049% | |
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2/24/2025 | Ameriflex Group Inc. | 834 | $57K | 0.0% | N/A | 0.001% | |
2/21/2025 | Ascent Group LLC | 36,562 | $2.50M | 0.2% | -0.8% | 0.046% | |
2/20/2025 | Drucker Wealth 3.0 LLC | 11,030 | $755K | 0.2% | -26.0% | 0.014% | |
2/19/2025 | Invst LLC | 8,381 | $574K | 0.1% | +4.0% | 0.011% | |
2/19/2025 | Pinney & Scofield Inc. | 23,975 | $1.64M | 1.3% | N/A | 0.030% | |
2/18/2025 | Retirement Planning Group LLC | 28,468 | $1.95M | 0.1% | -58.2% | 0.036% | |
2/18/2025 | First Heartland Consultants Inc. | 45,516 | $3.12M | 0.3% | +6.7% | 0.057% | |
2/17/2025 | Royal Bank of Canada | 1,017,619 | $69.64M | 0.0% | +5.9% | 1.283% | |
2/17/2025 | LifePlan Investment Advisors Inc. | 8,065 | $552K | 0.3% | +22.9% | 0.010% | |
2/17/2025 | Investor s Fiduciary Advisor Network LLC | 3,111 | $212K | 0.1% | N/A | 0.004% | |
2/17/2025 | Focus Partners Wealth | 9,108 | $623K | 0.0% | -14.3% | 0.011% | |
2/17/2025 | Dunhill Financial LLC | 34,845 | $2.38M | 1.1% | N/A | 0.044% | |
2/17/2025 | CoreCap Advisors LLC | 72,935 | $4.99M | 0.2% | +6.5% | 0.092% | |
2/17/2025 | Cornerstone Financial Group LLC NE | 23,412 | $1.60M | 1.6% | N/A | 0.030% | |
2/17/2025 | Cambridge Investment Research Advisors Inc. | 606,192 | $41.48M | 0.1% | -1.7% | 0.764% | |
2/17/2025 | Cetera Investment Advisers | 504,365 | $34.51M | 0.1% | -7.9% | 0.636% | |
2/17/2025 | Captrust Financial Advisors | 7,957 | $544K | 0.0% | -12.3% | 0.010% | |
2/17/2025 | Bank of America Corp DE | 1,058,768 | $72.45M | 0.0% | -31.4% | 1.335% | |
2/17/2025 | Benjamin Edwards Inc. | 72,793 | $4.98M | 0.1% | +2.3% | 0.092% | |
2/17/2025 | Ameriprise Financial Inc. | 831,347 | $56.97M | 0.0% | -32.2% | 1.048% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 4,937 | $338K | 0.0% | -91.2% | 0.006% | |
2/14/2025 | Jane Street Group LLC | 250,010 | $17.11M | 0.0% | +576.9% | 0.315% | |
2/14/2025 | Comerica Bank | 37,318 | $2.55M | 0.0% | -1.6% | 0.047% | |
2/14/2025 | Tudor Investment Corp ET AL | 3,918 | $268K | 0.0% | +46.7% | 0.005% | |
2/14/2025 | Betterment LLC | 189,412 | $12.96M | 0.0% | +10.5% | 0.239% | |
2/14/2025 | Capital Analysts LLC | 10,696 | $732K | 0.0% | +8.2% | 0.013% | |
2/14/2025 | MGO One Seven LLC | 66,477 | $4.55M | 0.2% | +6.6% | 0.084% | |
2/14/2025 | OneDigital Investment Advisors LLC | 3,952 | $270K | 0.0% | -7.8% | 0.005% | |
2/14/2025 | Stifel Financial Corp | 211,811 | $14.49M | 0.0% | +6.7% | 0.267% | |
2/14/2025 | Transce3nd LLC | 563 | $39K | 0.0% | N/A | 0.001% | |
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2/14/2025 | MML Investors Services LLC | 246,046 | $16.84M | 0.1% | +6.7% | 0.310% | |
2/14/2025 | Freedom Investment Management Inc. | 19,206 | $1.31M | 0.1% | -3.0% | 0.024% | |
2/14/2025 | GeoWealth Management LLC | 10,154 | $695K | 0.0% | +15.1% | 0.013% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 74,056 | $5.08M | 0.3% | +4.3% | 0.093% | |
2/14/2025 | Capital Group Private Client Services Inc. | 10,718 | $733K | 0.0% | N/A | 0.014% | |
2/13/2025 | Capital Square LLC | 11,496 | $787K | 0.4% | +3.0% | 0.014% | |
2/13/2025 | NewEdge Advisors LLC | 159,890 | $10.94M | 0.1% | +7.9% | 0.202% | |
2/13/2025 | Main Street Financial Solutions LLC | 31,574 | $2.16M | 0.2% | +26.2% | 0.040% | |
2/13/2025 | Rossby Financial LCC | 3,987 | $273K | 0.2% | N/A | 0.005% | |
2/13/2025 | CreativeOne Wealth LLC | 245,059 | $16.77M | 0.5% | +2.5% | 0.309% | |
2/13/2025 | Mariner LLC | 26,566 | $1.82M | 0.0% | -4.1% | 0.034% | |
2/13/2025 | Savvy Advisors Inc. | 29,075 | $1.99M | 0.2% | +5.1% | 0.037% | |
2/13/2025 | Synovus Financial Corp | 7,352 | $503K | 0.0% | -69.8% | 0.009% | |
2/13/2025 | Townsquare Capital LLC | 11,683 | $799K | 0.0% | -25.3% | 0.015% | |
2/13/2025 | Bank of Hawaii | 26,517 | $1.82M | 0.1% | -12.4% | 0.033% | |
2/13/2025 | Scotia Capital Inc. | 11,198 | $766K | 0.0% | -6.6% | 0.014% | |
2/13/2025 | Raymond James Financial Inc. | 256,445 | $17.55M | 0.0% | N/A | 0.323% | |
2/13/2025 | Advisory Services Network LLC | 8,108 | $555K | 0.0% | +40.5% | 0.010% | |
2/13/2025 | Peapack Gladstone Financial Corp | 23,077 | $1.58M | 0.0% | +630.7% | 0.029% | |
2/13/2025 | Envestnet Asset Management Inc. | 9,109,069 | $623.33M | 0.2% | -1.0% | 11.487% | |
2/13/2025 | Wells Fargo & Company MN | 2,257,013 | $154.45M | 0.0% | -32.8% | 2.846% | |
2/13/2025 | Leeward Financial Partners LLC | 71,673 | $4.91M | 1.7% | +10.7% | 0.090% | |
2/12/2025 | Nottingham Advisors Inc. | 46,606 | $3.19M | 0.4% | N/A | 0.059% | |
2/12/2025 | Huntington National Bank | 790 | $54K | 0.0% | +2,533.3% | 0.001% | |
2/12/2025 | Potomac Fund Management Inc. ADV | 3,301 | $226K | 0.2% | N/A | 0.004% | |
2/12/2025 | Treynor Bancshares Inc. | 17,122 | $1.17M | 1.2% | +5.1% | 0.022% | |
2/12/2025 | Invenio Wealth Partners LLC | 17,687 | $1.21M | 0.5% | +19.4% | 0.022% | |
2/12/2025 | Tucker Asset Management LLC | 1,245 | $85K | 0.0% | +326.4% | 0.002% | |
2/12/2025 | Orion Portfolio Solutions LLC | 169,306 | $11.59M | 0.1% | -5.4% | 0.214% | |
2/12/2025 | JPMorgan Chase & Co. | 51,398 | $3.52M | 0.0% | -10.2% | 0.065% | |
2/12/2025 | Sellwood Investment Partners LLC | 64,032 | $4.38M | 2.4% | N/A | 0.081% | |
2/12/2025 | Ausdal Financial Partners Inc. | 7,580 | $519K | 0.0% | -3.9% | 0.010% | |
2/12/2025 | Financial Engines Advisors L.L.C. | 24,064 | $1.65M | 0.0% | +3.3% | 0.030% | |
2/11/2025 | Ashton Thomas Securities LLC | 11,192 | $766K | 0.2% | +10.5% | 0.014% | |
2/11/2025 | Prudential Financial Inc. | 10,038 | $704K | 0.0% | -89.1% | 0.013% | |
2/11/2025 | Twin City Private Wealth LLC | 2,431 | $166K | 0.1% | -11.6% | 0.003% | |
2/11/2025 | Vanguard Group Inc. | 404,333 | $27.67M | 0.0% | +26.1% | 0.510% | |
2/11/2025 | LPL Financial LLC | 3,135,816 | $214.58M | 0.1% | +23.7% | 3.954% | |
2/11/2025 | TD Private Client Wealth LLC | 120,807 | $8.27M | 0.2% | +9.0% | 0.152% | |
2/11/2025 | Beacon Capital Management Inc. | 22,345 | $1.53M | 0.1% | -96.1% | 0.028% | |
2/11/2025 | SigFig Wealth Management LLC | 84,598 | $5.81M | 0.2% | +9.9% | 0.107% | |
2/11/2025 | Absolute Capital Management LLC | 6,466 | $444K | 0.2% | +20.1% | 0.008% | |
2/11/2025 | Grey Fox Wealth Advisors LLC | 46,418 | $3.18M | 0.9% | +25.5% | 0.059% | |
2/11/2025 | Koss Olinger Consulting LLC | 677,485 | $46.36M | 4.1% | +2.6% | 0.854% | |
2/11/2025 | Bank of Marin | 11,880 | $813K | 0.6% | +2.2% | 0.015% | |
2/10/2025 | Thrivent Financial for Lutherans | 165,694 | $11.57M | 0.0% | +13.7% | 0.209% | |
2/10/2025 | Addison Capital Co | 6,590 | $451K | 0.2% | -3.4% | 0.008% | |
2/10/2025 | SlateStone Wealth LLC | 11,690 | $800K | 0.1% | N/A | 0.015% | |
2/10/2025 | GWN Securities Inc. | 5,016 | $343K | 0.1% | N/A | 0.006% | |
2/10/2025 | Strategic Financial Partners Ltd. | 24,477 | $1.68M | 0.9% | -69.2% | 0.031% | |
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2/10/2025 | Harbour Investments Inc. | 27,650 | $1.89M | 0.1% | +16.8% | 0.035% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 2,347,498 | $160.64M | 0.5% | +1.5% | 2.960% | |
2/10/2025 | Family Firm Inc. | 4,482 | $307K | 0.1% | +55.4% | 0.006% | |
2/10/2025 | Commonwealth Equity Services LLC | 139,704 | $9.56M | 0.0% | -70.4% | 0.176% | |
2/10/2025 | LFA Lugano Financial Advisors SA | 1,230 | $84K | 0.1% | -97.8% | 0.002% | |
2/10/2025 | Avantax Advisory Services Inc. | 53,183 | $3.64M | 0.0% | +10.2% | 0.067% | |
2/10/2025 | Liberty Wealth Management LLC | 63,307 | $4.33M | 0.7% | +10.0% | 0.080% | |
2/10/2025 | Farther Finance Advisors LLC | 5,257 | $360K | 0.0% | +8.8% | 0.007% | |
2/10/2025 | EverSource Wealth Advisors LLC | 113,517 | $7.77M | 0.5% | +8.3% | 0.143% | |
2/7/2025 | PFG Advisors | 101,769 | $6.96M | 0.4% | +6.8% | 0.128% | |