2/18/2025 | Retirement Planning Group LLC | 1,737,909 | $52.16M | 2.6% | +15.9% | 7.008% | |
2/18/2025 | Novem Group | 72,722 | $2.18M | 0.3% | N/A | 0.293% | |
2/17/2025 | Clark Capital Management Group Inc. | 30,126 | $904K | 0.0% | -30.0% | 0.121% | |
2/17/2025 | Cornerstone Financial Group LLC NE | 7,405 | $222K | 0.2% | N/A | 0.030% | |
2/17/2025 | Cetera Investment Advisers | 503,551 | $15.11M | 0.0% | +18.2% | 2.030% | |
2/17/2025 | Citadel Advisors LLC | 31,441 | $944K | 0.0% | +217.2% | 0.127% | |
2/17/2025 | Cary Street Partners Financial LLC | 141,154 | $4.24M | 0.1% | N/A | 0.569% | |
2/17/2025 | Bank of America Corp DE | 348,978 | $10.47M | 0.0% | +35.5% | 1.407% | |
2/17/2025 | Ameriprise Financial Inc. | 43,161 | $1.30M | 0.0% | +25.5% | 0.174% | |
2/14/2025 | Jane Street Group LLC | 466,920 | $14.01M | 0.0% | +286.1% | 1.883% | |
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2/14/2025 | Comerica Bank | 3,267 | $98K | 0.0% | +11.8% | 0.013% | |
2/14/2025 | Owen LaRue LLC | 112,977 | $3.39M | 1.8% | -9.5% | 0.456% | |
2/14/2025 | Lido Advisors LLC | 19,798 | $594K | 0.0% | -2.8% | 0.080% | |
2/14/2025 | Capital Analysts LLC | 38,646 | $1.16M | 0.0% | -3.2% | 0.156% | |
2/14/2025 | Stifel Financial Corp | 158,011 | $4.74M | 0.0% | +61.7% | 0.637% | |
2/14/2025 | MML Investors Services LLC | 136,798 | $4.11M | 0.0% | +1.3% | 0.552% | |
2/13/2025 | NewEdge Advisors LLC | 844,722 | $25.35M | 0.2% | +5.2% | 3.406% | |
2/13/2025 | CreativeOne Wealth LLC | 66,260 | $1.99M | 0.1% | +4.6% | 0.267% | |
2/13/2025 | Mariner LLC | 729,761 | $21.90M | 0.0% | +95.9% | 2.943% | |
2/13/2025 | Savvy Advisors Inc. | 11,520 | $346K | 0.0% | +16.9% | 0.046% | |
2/13/2025 | Prepared Retirement Institute LLC | 106,377 | $3.19M | 1.8% | +26.9% | 0.429% | |
2/13/2025 | Legacy Financial Advisors Inc. | 673,433 | $20.21M | 3.3% | +11.8% | 2.715% | |
2/13/2025 | Titleist Asset Management LLC | 177,671 | $5.33M | 0.6% | +6.9% | 0.716% | |
2/13/2025 | Envestnet Asset Management Inc. | 236,308 | $7.09M | 0.0% | -32.8% | 0.953% | |
2/12/2025 | Thoroughbred Financial Services LLC | 222,819 | $6.69M | 0.4% | +1.5% | 0.898% | |
2/12/2025 | Franklin Resources Inc. | 41,372 | $1.24M | 0.0% | -14.3% | 0.167% | |
2/12/2025 | Slagle Financial LLC | 26,854 | $806K | 0.4% | +12.6% | 0.108% | |
2/12/2025 | Orion Portfolio Solutions LLC | 45,260 | $1.36M | 0.0% | -22.0% | 0.183% | |
2/12/2025 | JPMorgan Chase & Co. | 12,336 | $370K | 0.0% | +25.5% | 0.050% | |
2/11/2025 | LPL Financial LLC | 3,672,260 | $110.21M | 0.0% | -6.6% | 14.808% | |
2/11/2025 | Vickerman Investment Advisors Inc. | 295,220 | $8.86M | 2.4% | -0.6% | 1.190% | |
2/10/2025 | Thrivent Financial for Lutherans | 43,451 | $1.30M | 0.0% | N/A | 0.175% | |
2/10/2025 | Harbour Investments Inc. | 96,290 | $2.89M | 0.1% | +37.2% | 0.388% | |
2/10/2025 | Commonwealth Equity Services LLC | 120,903 | $3.63M | 0.0% | -32.1% | 0.488% | |
2/10/2025 | Wintrust Investments LLC | 2,205 | $66K | 0.1% | +30.3% | 0.009% | |
2/10/2025 | Avantax Advisory Services Inc. | 18,193 | $546K | 0.0% | +19.2% | 0.073% | |
2/10/2025 | EverSource Wealth Advisors LLC | 2,016 | $60K | 0.0% | N/A | 0.008% | |
2/7/2025 | PFG Advisors | 22,522 | $676K | 0.0% | +44.4% | 0.091% | |
2/7/2025 | Independent Advisor Alliance | 13,886 | $417K | 0.0% | N/A | 0.056% | |
2/7/2025 | Sowell Financial Services LLC | 24,406 | $732K | 0.0% | +109.2% | 0.098% | |
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2/6/2025 | Raymond James Financial Inc. | 456,260 | $13.69M | 0.0% | N/A | 1.840% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 21,787 | $654K | 0.0% | -5.3% | 0.088% | |
2/6/2025 | Jones Financial Companies Lllp | 38,441 | $1.15M | 0.0% | +548.6% | 0.155% | |
2/5/2025 | Private Trust Co. NA | 6,109 | $183K | 0.0% | -7.0% | 0.025% | |
2/5/2025 | Oppenheimer & Co. Inc. | 59,617 | $1.79M | 0.0% | N/A | 0.240% | |
2/4/2025 | Bank of New York Mellon Corp | 10,147 | $305K | 0.0% | -7.5% | 0.041% | |
2/4/2025 | BCGM Wealth Management LLC | 238,765 | $7.17M | 2.3% | N/A | 0.963% | |
2/4/2025 | MONECO Advisors LLC | 10,443 | $313K | 0.0% | -5.4% | 0.042% | |
2/3/2025 | Blackston Financial Advisory Group LLC | 12,427 | $373K | 0.2% | +8.5% | 0.050% | |
2/3/2025 | LMG Wealth Partners LLC | 238,152 | $7.15M | 1.6% | +2.0% | 0.960% | |
2/3/2025 | Private Advisor Group LLC | 133,794 | $4.02M | 0.0% | -16.8% | 0.539% | |
1/31/2025 | Atria Wealth Solutions Inc. | 47,061 | $1.41M | 0.0% | -42.8% | 0.190% | |
1/31/2025 | Sanctuary Advisors LLC | 454,643 | $14.45M | 0.1% | -17.4% | 1.833% | |
1/30/2025 | Principal Securities Inc. | 3,729 | $112K | 0.0% | +9.5% | 0.015% | |
1/29/2025 | Ridgeline Wealth Planning LLC | 93,004 | $2.79M | 2.7% | N/A | 0.375% | |
1/29/2025 | CAP Partners LLC | 16,953 | $509K | 0.4% | +33.5% | 0.068% | |
1/28/2025 | Kestra Private Wealth Services LLC | 385,665 | $11.57M | 0.2% | +5.3% | 1.555% | |
1/27/2025 | Financial Advocates Investment Management | 10,620 | $319K | 0.0% | -37.6% | 0.043% | |
1/27/2025 | Silverlake Wealth Management LLC | 15,264 | $458K | 0.2% | +44.6% | 0.062% | |
1/23/2025 | TriaGen Wealth Management LLC | 390,582 | $11.72M | 3.9% | -20.6% | 1.575% | |
1/23/2025 | Powers Advisory Group LLC | 7,094 | $213K | 0.1% | N/A | 0.029% | |
1/23/2025 | OxenFree Capital LLC | 47,845 | $1.44M | 1.1% | +0.7% | 0.193% | |
1/21/2025 | Flagship Harbor Advisors LLC | 332,853 | $9.99M | 0.5% | +28.2% | 1.342% | |
1/21/2025 | Midwest Financial Group LLC | 12,402 | $372K | 0.2% | N/A | 0.050% | |
1/21/2025 | Southland Equity Partners LLC | 36,062 | $1.08M | 0.3% | +7.5% | 0.145% | |
1/21/2025 | RFG Advisory LLC | 52,717 | $1.58M | 0.0% | +4.6% | 0.213% | |
1/21/2025 | Cornerstone Wealth Management LLC | 23,579 | $708K | 0.0% | +12.0% | 0.095% | |
1/17/2025 | Goldstein Advisors LLC | 17,779 | $534K | 0.1% | -36.0% | 0.072% | |
1/17/2025 | Avior Wealth Management LLC | 6,157 | $185K | 0.0% | -24.5% | 0.025% | |
1/17/2025 | Mutual Advisors LLC | 99,241 | $3.02M | 0.1% | +4.9% | 0.400% | |
1/17/2025 | Janney Montgomery Scott LLC | 280,251 | $8.41M | 0.0% | +51.4% | 1.130% | |
1/16/2025 | Royal Fund Management LLC | 16,704 | $501K | 0.0% | -50.0% | 0.067% | |
1/16/2025 | Koshinski Asset Management Inc. | 222,503 | $6.68M | 0.0% | +13.1% | 0.897% | |
1/16/2025 | Smart Money Group LLC | 34,819 | $1.05M | 0.4% | -80.3% | 0.140% | |
1/15/2025 | Whitaker Myers Wealth Managers LTD. | 18,622 | $559K | 0.2% | +3.3% | 0.075% | |
1/15/2025 | Defined Wealth Management LLC | 120,408 | $3.61M | 2.4% | +0.4% | 0.486% | |
1/10/2025 | HBW Advisory Services LLC | 14,051 | $422K | 0.1% | +33.1% | 0.057% | |
1/8/2025 | First Hawaiian Bank | 33,266 | $998K | 0.0% | N/A | 0.134% | |
1/3/2025 | Integrated Capital Management LLC | 282,140 | $8.47M | 4.5% | +4.1% | 1.138% | |
12/26/2024 | JPMorgan Chase & Co. | 9,827 | $326K | 0.0% | +4.7% | 0.040% | |
11/27/2024 | Franklin Resources Inc. | 48,272 | $1.58M | 0.0% | +3.6% | 0.195% | |
11/25/2024 | Sanctuary Advisors LLC | 550,250 | $16.83M | 0.1% | +20.6% | 2.219% | |
11/15/2024 | MML Investors Services LLC | 135,067 | $4.48M | 0.0% | +15.5% | 0.545% | |
11/15/2024 | Jane Street Group LLC | 120,924 | $4.01M | 0.0% | -26.9% | 0.488% | |
11/15/2024 | Stifel Financial Corp | 97,723 | $3.24M | 0.0% | +32.8% | 0.394% | |
11/15/2024 | Benjamin Edwards Inc. | 9,573 | $317K | 0.0% | N/A | 0.039% | |
11/14/2024 | CreativeOne Wealth LLC | 63,341 | $2.10M | 0.1% | +67.0% | 0.255% | |
11/13/2024 | FMR LLC | 7,220 | $239K | 0.0% | +524.0% | 0.029% | |
11/9/2024 | LPL Financial LLC | 3,933,165 | $130.42M | 0.1% | +6.9% | 15.860% | |
11/8/2024 | Avior Wealth Management LLC | 8,157 | $270K | 0.0% | -27.2% | 0.033% | |
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11/8/2024 | Prospera Financial Services Inc | 38,201 | $1.27M | 0.0% | -2.4% | 0.154% | |
11/7/2024 | CAP Partners LLC | 12,703 | $421K | 0.3% | N/A | 0.051% | |
11/5/2024 | Empower Advisory Group LLC | 11,489 | $381K | 0.0% | -6.2% | 0.046% | |
11/5/2024 | Savvy Advisors Inc. | 9,858 | $327K | 0.1% | +7.5% | 0.040% | |
11/5/2024 | Harbour Investments Inc. | 70,165 | $2.33M | 0.1% | +31.8% | 0.283% | |
10/31/2024 | Vickerman Investment Advisors Inc. | 296,935 | $9.85M | 2.9% | +2.2% | 1.197% | |
10/29/2024 | Janney Montgomery Scott LLC | 185,095 | $6.14M | 0.0% | +5.1% | 0.746% | |
10/25/2024 | Financial Advocates Investment Management | 17,023 | $564K | 0.0% | -47.7% | 0.069% | |
10/25/2024 | Mutual Advisors LLC | 94,635 | $3.01M | 0.1% | -1.8% | 0.382% | |
10/24/2024 | Goldstein Advisors LLC | 27,791 | $922K | 0.1% | -94.0% | 0.112% | |