4/18/2025 | Optivise Advisory Services LLC | 61,232 | $1.81M | 1.0% | +52.9% | 0.181% | |
4/17/2025 | Janney Montgomery Scott LLC | 10,632 | $315K | 0.0% | N/A | 0.031% | |
4/17/2025 | Authentikos Wealth Advisory LLC | 127,574 | $3.78M | 3.1% | N/A | 0.377% | |
4/17/2025 | Brighton Jones LLC | 37,467 | $1.11M | 0.0% | +37.5% | 0.111% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 203,248 | $6.02M | 0.2% | N/A | 0.601% | |
4/17/2025 | Tcfg Wealth Management LLC | 69,075 | $2.05M | 1.0% | N/A | 0.204% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 33,641 | $996K | 0.0% | +224.0% | 0.099% | |
4/15/2025 | Magnolia Private Wealth LLC | 26,436 | $783K | 0.4% | +107.3% | 0.078% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 120,210 | $3.56M | 0.1% | +94.3% | 0.355% | |
4/14/2025 | Tounjian Advisory Partners LLC | 12,008 | $355K | 0.1% | N/A | 0.035% | |
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4/14/2025 | Farther Finance Advisors LLC | 38,238 | $1.14M | 0.0% | +662.8% | 0.113% | |
4/14/2025 | Miracle Mile Advisors LLC | 60,311 | $1.79M | 0.0% | -30.7% | 0.178% | |
4/14/2025 | Upper Left Wealth Management LLC | 122,924 | $3.64M | 2.6% | N/A | 0.363% | |
4/10/2025 | Fermata Advisors LLC | 22,022 | $652K | 0.1% | +10.9% | 0.065% | |
4/10/2025 | Peak Financial Advisors LLC | 327,072 | $9.68M | 4.9% | +0.7% | 0.967% | |
4/9/2025 | Worth Asset Management LLC | 16,202 | $480K | 0.3% | N/A | 0.048% | |
4/9/2025 | Mid American Wealth Advisory Group Inc. | 20,706 | $613K | 0.3% | +19.4% | 0.061% | |
4/2/2025 | Global Wealth Strategies & Associates | 42,100 | $1.25M | 0.4% | +9.3% | 0.149% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 10,384 | $290K | 0.0% | -13.5% | 0.037% | |
2/18/2025 | CSS LLC IL | 74,764 | $2.09M | 0.1% | +83.6% | 1.103% | |
2/17/2025 | Napa Wealth Management | 37,367 | $1.04M | 0.5% | -16.3% | 0.551% | |
2/17/2025 | CoreCap Advisors LLC | 1,986 | $55K | 0.0% | +94.1% | 0.029% | |
2/17/2025 | Cary Street Partners Financial LLC | 23,460 | $654K | 0.0% | N/A | 0.346% | |
2/14/2025 | Comerica Bank | 2,232 | $62K | 0.0% | +111,500.0% | 0.033% | |
2/14/2025 | Betterment LLC | 19,279 | $538K | 0.0% | +5.1% | 0.284% | |
2/14/2025 | Integrated Wealth Concepts LLC | 17,585 | $490K | 0.0% | N/A | 0.259% | |
2/14/2025 | IHT Wealth Management LLC | 19,263 | $537K | 0.0% | N/A | 0.284% | |
2/14/2025 | OneDigital Investment Advisors LLC | 92,345 | $2.58M | 0.0% | +8.0% | 1.362% | |
2/14/2025 | Optivise Advisory Services LLC | 40,041 | $1.12M | 0.6% | -1.6% | 0.591% | |
2/14/2025 | MML Investors Services LLC | 100,874 | $2.81M | 0.0% | N/A | 1.488% | |
2/14/2025 | GeoWealth Management LLC | 22,733 | $634K | 0.0% | -19.7% | 0.335% | |
2/13/2025 | CreativeOne Wealth LLC | 19,782 | $552K | 0.0% | -52.8% | 0.292% | |
2/13/2025 | Bessemer Group Inc. | 10,000 | $279K | 0.0% | -4.8% | 0.147% | |
2/13/2025 | Advisory Services Network LLC | 12,413 | $346K | 0.0% | N/A | 0.183% | |
2/13/2025 | Envestnet Asset Management Inc. | 465,421 | $12.98M | 0.0% | +28.9% | 6.865% | |
2/13/2025 | Wells Fargo & Company MN | 679,605 | $18.95M | 0.0% | -2.4% | 10.024% | |
2/12/2025 | National Bank of Canada FI | 19,244 | $537K | 0.0% | +17.7% | 0.284% | |
2/12/2025 | CIBC Private Wealth Group LLC | 1,414 | $39K | 0.0% | -37.3% | 0.021% | |
2/12/2025 | Orion Portfolio Solutions LLC | 453,676 | $12.65M | 0.1% | -4.4% | 6.691% | |
2/11/2025 | LPL Financial LLC | 420,341 | $11.72M | 0.0% | +28.8% | 6.200% | |
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2/11/2025 | Simplify Asset Management Inc. | 140,378 | $3.92M | 0.2% | +159.4% | 2.070% | |
2/10/2025 | GWN Securities Inc. | 90,804 | $2.62M | 0.7% | N/A | 1.339% | |
2/10/2025 | Commonwealth Equity Services LLC | 16,061 | $448K | 0.0% | +8.7% | 0.237% | |
2/10/2025 | Avantax Advisory Services Inc. | 21,709 | $605K | 0.0% | +12.7% | 0.320% | |
2/10/2025 | Farther Finance Advisors LLC | 5,013 | $140K | 0.0% | +72.9% | 0.074% | |
2/7/2025 | HighTower Advisors LLC | 242,547 | $6.77M | 0.0% | +1.5% | 3.577% | |
2/7/2025 | Moors & Cabot Inc. | 15,050 | $420K | 0.0% | +12.3% | 0.222% | |
2/7/2025 | Altiora Financial Group LLC | 281,631 | $7.86M | 1.7% | +131.5% | 4.154% | |
2/6/2025 | Ethos Financial Group LLC | 121,466 | $3.39M | 0.4% | N/A | 1.792% | |
2/6/2025 | Proficio Capital Partners LLC | 193,138 | $5.39M | 0.1% | N/A | 2.849% | |
2/6/2025 | Atria Investments Inc | 112,831 | $3.15M | 0.0% | -6.2% | 1.664% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 147,872 | $4.12M | 0.0% | +41.8% | 2.181% | |
2/5/2025 | Proficio Capital Partners LLC | 193,138 | $5.39M | 0.0% | N/A | 2.849% | |
2/5/2025 | WT Wealth Management | 16,562 | $462K | 0.1% | +41.3% | 0.244% | |
2/5/2025 | New York Life Investment Management LLC | 84,812 | $2.37M | 0.0% | +26.5% | 1.251% | |
2/5/2025 | Nwam LLC | 33,824 | $943K | 0.1% | +12.7% | 0.499% | |
2/5/2025 | Magnolia Private Wealth LLC | 12,755 | $356K | 0.2% | N/A | 0.188% | |
2/4/2025 | Bank of New York Mellon Corp | 10,080 | $281K | 0.0% | -3.6% | 0.149% | |
2/4/2025 | World Equity Group Inc. | 11,158 | $311K | 0.1% | N/A | 0.165% | |
2/3/2025 | Cowa LLC | 107,657 | $3.00M | 1.4% | N/A | 1.588% | |
2/3/2025 | Lloyd Advisory Services LLC. | 7,964 | $222K | 0.1% | -4.2% | 0.117% | |
2/3/2025 | Legacy Capital Group California Inc. | 75,005 | $2.09M | 0.6% | +2.7% | 1.106% | |
2/3/2025 | Private Advisor Group LLC | 53,675 | $1.50M | 0.0% | +128.8% | 0.792% | |
2/3/2025 | Pasadena Private Wealth LLC | 180,934 | $5.05M | 1.0% | N/A | 2.669% | |
2/3/2025 | Longview Financial Advisors Inc. | 179,828 | $5.02M | 4.0% | +6.3% | 2.652% | |
1/31/2025 | Kestra Investment Management LLC | 1,491 | $42K | 0.0% | N/A | 0.022% | |
1/31/2025 | Truist Financial Corp | 19,975 | $557K | 0.0% | +4.3% | 0.295% | |
1/31/2025 | Philip James Wealth Mangement LLC | 162,107 | $4.52M | 0.6% | N/A | 2.391% | |
1/30/2025 | Legacy Capital Wealth Partners LLC | 18,643 | $520K | 0.1% | -3.0% | 0.275% | |
1/30/2025 | Beacon Capital Management LLC | 371,017 | $10.35M | 1.3% | N/A | 5.472% | |
1/30/2025 | Aries Wealth Management | 51,235 | $1.43M | 0.4% | +15.3% | 0.756% | |
1/29/2025 | Howard Bailey Securities LLC | 8,379 | $234K | 0.1% | -5.8% | 0.124% | |
1/29/2025 | Retirement Guys Formula LLC | 11,464 | $320K | 0.2% | N/A | 0.169% | |
1/23/2025 | New Wave Wealth Advisors LLC | 2,841 | $79K | 0.0% | N/A | 0.042% | |
1/23/2025 | FSA Advisors Inc. | 29,306 | $817K | 1.0% | N/A | 0.432% | |
1/22/2025 | Astor Investment Management LLC | 304,493 | $8.49M | 4.4% | -6.8% | 4.491% | |
1/22/2025 | Drive Wealth Management LLC | 13,622 | $380K | 0.1% | N/A | 0.201% | |
1/21/2025 | Andina Capital Management LLC | 46,782 | $1.31M | 1.1% | -6.3% | 0.690% | |
1/21/2025 | B.O.S.S. Retirement Advisors LLC | 14,453 | $403K | 0.1% | N/A | 0.213% | |
1/21/2025 | Geneos Wealth Management Inc. | 1,574 | $44K | 0.0% | +214.8% | 0.023% | |
1/21/2025 | Encompass More Asset Management | 32,090 | $895K | 0.3% | N/A | 0.473% | |
1/21/2025 | Brighton Jones LLC | 27,251 | $760K | 0.0% | +39.5% | 0.103% | |
1/17/2025 | Whalen Wealth Management Inc. | 123,740 | $3.45M | 2.4% | N/A | 1.825% | |
1/17/2025 | Sharp Financial Services LLC | 39,000 | $1.09M | 0.8% | -13.7% | 0.575% | |
1/16/2025 | SFG Wealth Management LLC. | 60,869 | $1.70M | 0.9% | +27.3% | 0.898% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 61,867 | $1.73M | 0.0% | +110.8% | 0.912% | |
1/15/2025 | Decker Retirement Planning Inc. | 3,266 | $91K | 0.1% | N/A | 0.048% | |
1/15/2025 | Fermata Advisors LLC | 19,849 | $554K | 0.1% | +29.3% | 0.293% | |
1/14/2025 | Financial Enhancement Group LLC | 112,498 | $3.23M | 0.5% | +25.5% | 1.659% | |
1/14/2025 | Peak Financial Advisors LLC | 324,683 | $9.06M | 4.7% | +3.1% | 4.789% | |
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1/13/2025 | Elevated Capital Advisors LLC | 45,639 | $1.27M | 0.3% | N/A | 0.673% | |
1/13/2025 | Mid American Wealth Advisory Group Inc. | 17,336 | $484K | 0.3% | N/A | 0.256% | |
1/10/2025 | ORG Wealth Partners LLC | 32,836 | $916K | 0.3% | +2.2% | 0.484% | |
1/10/2025 | ORG Partners LLC | 11,792 | $329K | 0.0% | -4.0% | 0.174% | |
1/2/2025 | Global Wealth Strategies & Associates | 38,533 | $1.08M | 0.3% | N/A | 0.568% | |
11/15/2024 | Orion Portfolio Solutions LLC | 474,357 | $12.33M | 0.3% | -2.8% | 6.996% | |
11/15/2024 | National Bank of Canada FI | 16,354 | $425K | 0.0% | -2.2% | 0.241% | |
11/15/2024 | Jane Street Group LLC | 33,962 | $883K | 0.0% | N/A | 0.501% | |
11/15/2024 | Hernani LP | 98,212 | $5.06B | 39.3% | N/A | 1.449% | |
11/15/2024 | HighTower Advisors LLC | 239,038 | $6.21M | 0.0% | N/A | 3.526% | |