1/21/2025 | Affiance Financial LLC | 131,141 | $2.91M | 0.7% | +5.9% | 0.134% | |
1/21/2025 | Alpha Financial Advisors LLC | 16,889 | $375K | 0.2% | +25.8% | 0.017% | |
1/21/2025 | Cyndeo Wealth Partners LLC | 55,808 | $1.24M | 0.1% | +4.9% | 0.057% | |
1/21/2025 | Geneos Wealth Management Inc. | 189,708 | $4.21M | 0.1% | +306.7% | 0.194% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 83,629 | $1.86M | 0.1% | +0.8% | 0.086% | |
1/21/2025 | RFG Advisory LLC | 26,251 | $583K | 0.0% | -17.1% | 0.027% | |
1/21/2025 | McGlone Suttner Wealth Management Inc. | 1,208,816 | $26.84M | 4.5% | +41.0% | 1.236% | |
1/21/2025 | Cornerstone Wealth Management LLC | 107,527 | $2.39M | 0.2% | -0.5% | 0.110% | |
1/21/2025 | Johnson Bixby & Associates LLC | 4,402,179 | $97.73M | 14.9% | +8.3% | 4.501% | |
1/17/2025 | Endeavor Private Wealth Inc. | 61,238 | $1.36M | 1.3% | N/A | 0.063% | |
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1/17/2025 | Peterson Wealth Advisors LLC | 19,152 | $425K | 0.1% | N/A | 0.020% | |
1/17/2025 | Mutual Advisors LLC | 495,038 | $10.98M | 0.3% | -0.5% | 0.506% | |
1/17/2025 | Janney Montgomery Scott LLC | 2,415,020 | $53.61M | 0.1% | +22.5% | 2.469% | |
1/17/2025 | Magnus Financial Group LLC | 63,729 | $1.42M | 0.1% | +9.3% | 0.065% | |
1/17/2025 | Advisory Alpha LLC | 52,475 | $1.17M | 0.0% | -21.6% | 0.054% | |
1/16/2025 | Koshinski Asset Management Inc. | 17,774 | $395K | 0.0% | +19.9% | 0.018% | |
1/16/2025 | Diversify Wealth Management LLC | 657,490 | $14.47M | 1.1% | +50.3% | 0.672% | |
1/16/2025 | Bernardo Wealth Planning LLC | 1,139,969 | $25.08M | 6.0% | +8.5% | 1.166% | |
1/15/2025 | IAM Advisory LLC | 1,141,564 | $25.34M | 6.4% | +4.1% | 1.167% | |
1/15/2025 | Kera Capital Partners Inc. | 259,477 | $5.76M | 1.7% | N/A | 0.265% | |
1/15/2025 | Ameritas Advisory Services LLC | 54,122 | $1.20M | 0.0% | -2.0% | 0.055% | |
1/15/2025 | Arkadios Wealth Advisors | 21,865 | $485K | 0.0% | +8.4% | 0.022% | |
1/15/2025 | TrueWealth Advisors LLC | 47,137 | $1.05M | 0.3% | +15.4% | 0.048% | |
1/15/2025 | LongView Wealth Management | 84,461 | $1.88M | 0.6% | +17.7% | 0.086% | |
1/15/2025 | Merit Financial Group LLC | 88,745 | $1.97M | 0.0% | +17.0% | 0.091% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 336,719 | $7.48M | 0.2% | +55.4% | 0.344% | |
1/15/2025 | Wealthcare Capital Management LLC | 29,564 | $656K | 0.1% | +7.4% | 0.030% | |
1/15/2025 | Capital Planning LLC | 32,391 | $719K | 0.2% | -68.4% | 0.033% | |
1/15/2025 | KMG Fiduciary Partners LLC | 73,511 | $1.63M | 0.1% | +11.4% | 0.075% | |
1/15/2025 | Cvfg LLC | 39,951 | $887K | 0.8% | N/A | 0.041% | |
1/14/2025 | Smith Thornton Advisors LLC | 24,941 | $554K | 0.4% | N/A | 0.026% | |
1/13/2025 | AdvisorNet Financial Inc | 73,442 | $1.63M | 0.1% | +23.6% | 0.075% | |
1/13/2025 | Brookstone Capital Management | 24,250 | $538K | 0.0% | N/A | 0.025% | |
1/10/2025 | ST Germain D J Co. Inc. | 963,542 | $21.39M | 1.0% | +11.1% | 0.985% | |
12/26/2024 | JPMorgan Chase & Co. | 44,139 | $977K | 0.0% | -7.1% | 0.045% | |
11/25/2024 | World Investment Advisors LLC | 22,957 | $531K | 0.0% | +141.5% | 0.023% | |
11/25/2024 | Sanctuary Advisors LLC | 537,970 | $12.05M | 0.1% | +351.3% | 0.550% | |
11/21/2024 | Anchor Investment Management LLC | 22,203 | $513K | 0.0% | N/A | 0.023% | |
11/21/2024 | Tudor Financial Inc. | 13,989 | $323K | 0.2% | N/A | 0.014% | |
11/18/2024 | Main Line Retirement Advisors LLC | 861,929 | $19.93M | 13.7% | +5.3% | 0.881% | |
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11/18/2024 | Asset Allocation Strategies LLC | 26,454 | $612K | 0.2% | +71.9% | 0.027% | |
11/15/2024 | Continuum Advisory LLC | 119,352 | $2.67M | 0.3% | +51.0% | 0.122% | |
11/15/2024 | MML Investors Services LLC | 2,034,038 | $47.03M | 0.2% | +10.8% | 2.080% | |
11/15/2024 | Jane Street Group LLC | 643,403 | $14.88M | 0.0% | -52.3% | 0.658% | |
11/15/2024 | Stifel Financial Corp | 1,535,181 | $35.49M | 0.0% | +19.7% | 1.570% | |
11/15/2024 | Benjamin Edwards Inc. | 228,328 | $5.28M | 0.1% | N/A | 0.233% | |
11/15/2024 | Kestra Investment Management LLC | 457,895 | $10.59M | 0.5% | +39.8% | 0.468% | |
11/14/2024 | Tradition Wealth Management LLC | 25,150 | $581K | 0.1% | -16.5% | 0.026% | |
11/14/2024 | Flow Traders U.S. LLC | 155,381 | $3.59M | 0.2% | N/A | 0.159% | |
11/14/2024 | Captrust Financial Advisors | 830,262 | $19.20M | 0.1% | +711.0% | 0.849% | |
11/14/2024 | Rockefeller Capital Management L.P. | 20,897 | $483K | 0.0% | N/A | 0.021% | |
11/14/2024 | Centric Wealth Management | 109,179 | $2.44M | 0.6% | N/A | 0.112% | |
11/14/2024 | CWS Financial Advisors LLC | 23,026 | $532K | 0.2% | +16.5% | 0.024% | |
11/14/2024 | CreativeOne Wealth LLC | 24,040 | $556K | 0.0% | -1.9% | 0.025% | |
11/13/2024 | D.A. Davidson & CO. | 530,416 | $12.26M | 0.1% | +10.4% | 0.542% | |
11/13/2024 | Private Trust Co. NA | 9,064 | $210K | 0.0% | +151.8% | 0.009% | |
11/13/2024 | Prosperity Financial Group Inc. | 36,530 | $845K | 0.5% | +23.4% | 0.037% | |
11/12/2024 | Kingsview Wealth Management LLC | 168,350 | $3.89M | 0.1% | +61.2% | 0.172% | |
11/12/2024 | Great Valley Advisor Group Inc. | 86,839 | $2.01M | 0.0% | N/A | 0.089% | |
11/12/2024 | Meridian Wealth Management LLC | 34,256 | $792K | 0.0% | N/A | 0.035% | |
11/12/2024 | Studio Investment Management LLC | 156,273 | $3.61M | 0.8% | +17.9% | 0.160% | |
11/9/2024 | LPL Financial LLC | 5,490,411 | $126.94M | 0.1% | +69.4% | 5.614% | |
11/8/2024 | EverSource Wealth Advisors LLC | 133,495 | $3.09M | 0.2% | +11.2% | 0.136% | |
11/8/2024 | Prospera Financial Services Inc | 85,483 | $1.98M | 0.1% | +1.6% | 0.087% | |
11/6/2024 | Pillar Wealth Advisors LLC | 12,326 | $285K | 8.5% | -7.5% | 0.013% | |
11/6/2024 | Oppenheimer & Co. Inc. | 83,702 | $1.94M | 0.0% | +12.2% | 0.086% | |
11/5/2024 | Souders Financial Advisors | 2,318,191 | $53.60M | 7.5% | +7.6% | 2.370% | |
11/5/2024 | Ashton Thomas Private Wealth LLC | 202,570 | $4.68M | 0.2% | +63.4% | 0.207% | |
11/5/2024 | Compass Financial Group Inc. | 315,557 | $7.30M | 3.4% | +0.7% | 0.323% | |
11/5/2024 | Harbour Investments Inc. | 1,725,798 | $39.90M | 1.2% | +46.4% | 1.765% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 71,186 | $1.65M | 0.1% | +5.0% | 0.073% | |
11/4/2024 | tru Independence LLC | 17,308 | $400K | 0.1% | +33.8% | 0.018% | |
11/4/2024 | Core Wealth Partners LLC | 202,178 | $4.67M | 2.8% | +318.4% | 0.207% | |
11/4/2024 | Tyler Stone Wealth Management | 45,539 | $1.05M | 0.2% | N/A | 0.047% | |
11/2/2024 | Transcendent Capital Group LLC | 2,303 | $53K | 0.0% | N/A | 0.002% | |
11/1/2024 | Atria Investments Inc | 41,168 | $952K | 0.0% | -4.9% | 0.042% | |
11/1/2024 | Strategic Family Wealth Counselors L.L.C. | 105,445 | $2.44M | 0.9% | +3.3% | 0.108% | |
10/31/2024 | NavPoint Financial Inc. | 273,602 | $6.33M | 5.1% | +24.3% | 0.280% | |
10/31/2024 | Concurrent Investment Advisors LLC | 330,110 | $7.63M | 0.2% | +7.3% | 0.338% | |
10/30/2024 | Landmark Wealth Management LLC | 234,717 | $5.43M | 2.4% | +2.6% | 0.240% | |
10/30/2024 | Moloney Securities Asset Management LLC | 80,040 | $1.85M | 0.2% | +17.5% | 0.082% | |
10/30/2024 | New England Capital Financial Advisors LLC | 494,377 | $11.43M | 5.9% | +29.0% | 0.505% | |
10/29/2024 | TrueWealth Advisors LLC | 40,858 | $945K | 0.3% | +19.3% | 0.042% | |
10/29/2024 | Lodestone Wealth Management LLC | 213,341 | $4.93M | 2.4% | +42.6% | 0.218% | |
10/29/2024 | Confluence Wealth Services Inc. | 882,237 | $20.40M | 1.5% | +28.6% | 0.902% | |
10/29/2024 | Janney Montgomery Scott LLC | 1,970,739 | $45.56M | 0.1% | +25.7% | 2.015% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 1,774 | $41K | 0.0% | +49.8% | 0.002% | |
10/25/2024 | Diversify Wealth Management LLC | 437,487 | $9.88M | 0.9% | N/A | 0.447% | |
10/25/2024 | Mutual Advisors LLC | 497,533 | $11.26M | 0.3% | +12.1% | 0.509% | |
10/25/2024 | Valmark Advisers Inc. | 88,804 | $2.05M | 0.0% | +26.1% | 0.091% | |
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10/25/2024 | American Financial Advisors LLC | 20,711 | $479K | 0.1% | -9.5% | 0.021% | |
10/24/2024 | Hunter Associates Investment Management LLC | 82,490 | $1.91M | 0.3% | +61.5% | 0.084% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 61,718 | $1.43M | 0.2% | +91.8% | 0.063% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 459,675 | $10.63M | 0.0% | -5.2% | 0.470% | |
10/24/2024 | Arkadios Wealth Advisors | 20,166 | $466K | 0.0% | +68.0% | 0.021% | |
10/23/2024 | Convergence Financial LLC | 434,405 | $10.04M | 2.1% | N/A | 0.444% | |
10/23/2024 | Financial Management Network Inc. | 52,372 | $1.20M | 0.3% | +31.6% | 0.054% | |
10/23/2024 | Silver Oak Securities Incorporated | 21,854 | $506K | 0.1% | +58.9% | 0.022% | |
10/23/2024 | Cherry Creek Investment Advisors Inc. | 141,219 | $3.27M | 1.7% | +1.4% | 0.144% | |
10/22/2024 | SOL Capital Management CO | 194,803 | $4.50M | 0.5% | +94.6% | 0.199% | |