4/23/2025 | Aspetuck Financial Management LLC | 21,878 | $1.52M | 1.3% | N/A | 0.070% | |
4/23/2025 | Golden State Wealth Management LLC | 460 | $32K | 0.0% | N/A | 0.001% | |
4/23/2025 | Spire Wealth Management | 400 | $28K | 0.0% | +300.0% | 0.001% | |
4/22/2025 | Yoder Wealth Management Inc. | 62,237 | $4.33M | 2.4% | +6.5% | 0.200% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 49,171 | $3.42M | 0.0% | -3.1% | 0.158% | |
4/22/2025 | Aspire Capital Advisors LLC | 48,718 | $3.39M | 1.0% | N/A | 0.157% | |
4/22/2025 | Monte Financial Group LLC | 3,995 | $259K | 0.1% | +22.7% | 0.013% | |
4/22/2025 | Cornerstone Management Inc. | 6,168 | $429K | 0.1% | +4.6% | 0.020% | |
4/21/2025 | LongView Wealth Management | 6,993 | $486K | 0.1% | +5.6% | 0.022% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 10,982 | $755K | 0.1% | +16.6% | 0.035% | |
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4/21/2025 | Strategic Point Investment Advisors LLC | 204,305 | $14.20M | 2.4% | -0.5% | 0.657% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 3,020 | $210K | 0.0% | N/A | 0.010% | |
4/18/2025 | Financial Freedom LLC | 7,241 | $503K | 0.3% | -4.6% | 0.023% | |
4/17/2025 | Lynch & Associates IN | 33,617 | $2.34M | 0.5% | -1.9% | 0.109% | |
4/17/2025 | Smith Shellnut Wilson LLC ADV | 32,560 | $2.26M | 1.0% | +2.1% | 0.105% | |
4/17/2025 | Vicus Capital | 292,321 | $20.32M | 1.9% | -8.5% | 0.946% | |
4/17/2025 | Pacific Sun Financial Corp | 7,974 | $554K | 0.3% | +19.4% | 0.026% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 10,132 | $704K | 0.0% | +8.1% | 0.033% | |
4/16/2025 | West Branch Capital LLC | 1,525 | $106K | 0.0% | -11.8% | 0.005% | |
4/15/2025 | Fifth Third Bancorp | 474 | $33K | 0.0% | N/A | 0.002% | |
4/15/2025 | CX Institutional | 385 | $27K | 0.0% | N/A | 0.001% | |
4/14/2025 | Pallas Capital Advisors LLC | 7,467 | $519K | 0.0% | -4.2% | 0.024% | |
4/14/2025 | Farther Finance Advisors LLC | 2,893 | $201K | 0.0% | -8.5% | 0.009% | |
4/14/2025 | Patriot Financial Group Insurance Agency LLC | 32,509 | $2.26M | 0.3% | +5.4% | 0.105% | |
4/11/2025 | Procyon Advisors LLC | 75,063 | $5.22M | 0.3% | +14.9% | 0.243% | |
4/10/2025 | Maltin Wealth Management Inc. | 54,654 | $3.80M | 1.8% | +4.2% | 0.177% | |
4/10/2025 | Secure Asset Management LLC | 3,411 | $237K | 0.0% | -14.2% | 0.011% | |
4/9/2025 | Buska Wealth Management LLC | 32,046 | $2.23M | 0.7% | +135.5% | 0.104% | |
4/9/2025 | RFG Advisory LLC | 3,400 | $236K | 0.0% | -8.9% | 0.011% | |
4/9/2025 | HBW Advisory Services LLC | 7,413 | $515K | 0.1% | +132.9% | 0.024% | |
4/9/2025 | Merit Financial Group LLC | 11,268 | $783K | 0.0% | -3.4% | 0.036% | |
4/9/2025 | Harbor Investment Advisory LLC | 1,179 | $82K | 0.0% | -17.1% | 0.004% | |
4/9/2025 | Roxbury Financial LLC | 7,650 | $561K | 0.6% | +141.6% | 0.025% | |
4/9/2025 | American National Bank & Trust | 8,727 | $607K | 0.1% | +39.4% | 0.028% | |
4/8/2025 | Atlas Brown Inc. | 3,646 | $253K | 0.1% | +6.5% | 0.012% | |
4/7/2025 | AdvisorNet Financial Inc | 394 | $27K | 0.0% | N/A | 0.001% | |
4/4/2025 | Quent Capital LLC | 1,252 | $87K | 0.0% | N/A | 0.004% | |
3/12/2025 | Centaurus Financial Inc. | 8,584 | $590K | 0.0% | +2.6% | 0.028% | |
3/4/2025 | Smith Shellnut Wilson LLC ADV | 31,889 | $2.19M | 1.0% | N/A | 0.103% | |
2/18/2025 | Sunbelt Securities Inc. | 10,803 | $741K | 0.1% | +36.5% | 0.039% | |
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2/17/2025 | Visionary Wealth Advisors | 3,036 | $209K | 0.0% | N/A | 0.011% | |
2/17/2025 | Snowden Capital Advisors LLC | 29,094 | $2.00M | 0.1% | -2.4% | 0.105% | |
2/17/2025 | Full Sail Capital LLC | 254,956 | $17.51M | 1.1% | -5.2% | 0.917% | |
2/17/2025 | Cresset Asset Management LLC | 4,093 | $281K | 0.0% | -12.5% | 0.015% | |
2/17/2025 | Cetera Investment Advisers | 22,061 | $1.52M | 0.0% | +35.4% | 0.079% | |
2/17/2025 | Blue Capital Inc. | 8,450 | $580K | 0.4% | N/A | 0.030% | |
2/17/2025 | Citadel Advisors LLC | 3,337 | $229K | 0.0% | -29.6% | 0.012% | |
2/17/2025 | Bank of America Corp DE | 80,045 | $5.50M | 0.0% | +2.9% | 0.288% | |
2/17/2025 | BIP Wealth LLC | 3,274 | $225K | 0.0% | N/A | 0.012% | |
2/17/2025 | Ameriprise Financial Inc. | 26,440 | $1.82M | 0.0% | -4.3% | 0.095% | |
2/17/2025 | Acorn Financial Advisory Services Inc. ADV | 6,488 | $446K | 0.1% | +12.5% | 0.023% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 7,486 | $514K | 0.0% | -62.1% | 0.027% | |
2/14/2025 | Lido Advisors LLC | 2,305,294 | $158.33M | 0.7% | +1.4% | 8.292% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 232,385 | $15.96M | 0.1% | +21.9% | 0.836% | |
2/14/2025 | Susquehanna International Group LLP | 34,671 | $2.38M | 0.0% | -47.4% | 0.125% | |
2/14/2025 | Stifel Financial Corp | 151,795 | $10.43M | 0.0% | -1.4% | 0.546% | |
2/13/2025 | NewEdge Advisors LLC | 7,454 | $512K | 0.0% | -3.7% | 0.027% | |
2/13/2025 | Mariner LLC | 48,613 | $3.34M | 0.0% | -5.9% | 0.175% | |
2/13/2025 | KDK Private Wealth Management LLC | 27,021 | $1.86M | 1.9% | N/A | 0.097% | |
2/13/2025 | Raymond James Financial Inc. | 19,820 | $1.36M | 0.0% | N/A | 0.071% | |
2/13/2025 | Advisory Services Network LLC | 67,958 | $4.67M | 0.1% | -45.3% | 0.244% | |
2/13/2025 | Renaissance Technologies LLC | 12,700 | $872K | 0.0% | +36.6% | 0.046% | |
2/13/2025 | Envestnet Asset Management Inc. | 46,329 | $3.18M | 0.0% | -60.1% | 0.167% | |
2/13/2025 | Wells Fargo & Company MN | 142,593 | $9.79M | 0.0% | +12.7% | 0.513% | |
2/12/2025 | Arete Wealth Advisors LLC | 2,917 | $200K | 0.0% | N/A | 0.010% | |
2/12/2025 | Summit Financial LLC | 13,821 | $949K | 0.0% | +2.2% | 0.050% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 3,485 | $239K | 0.0% | +98.9% | 0.013% | |
2/12/2025 | CIBC Private Wealth Group LLC | 741 | $51K | 0.0% | +278.1% | 0.003% | |
2/12/2025 | Orion Portfolio Solutions LLC | 39,403 | $2.71M | 0.0% | +27.3% | 0.142% | |
2/12/2025 | Blair William & Co. IL | 2,138 | $147K | 0.0% | +140.8% | 0.008% | |
2/12/2025 | AssuredPartners Investment Advisors LLC | 10,071 | $692K | 0.1% | N/A | 0.036% | |
2/12/2025 | JPMorgan Chase & Co. | 108,739 | $7.47M | 0.0% | +12.4% | 0.391% | |
2/12/2025 | PKS Advisory Services LLC | 13,023 | $894K | 0.2% | N/A | 0.047% | |
2/11/2025 | Signature Estate & Investment Advisors LLC | 3,362 | $231K | 0.0% | N/A | 0.012% | |
2/11/2025 | Modern Wealth Management LLC | 56,656 | $4.15M | 0.1% | N/A | 0.204% | |
2/11/2025 | Congress Wealth Management LLC DE | 320,907 | $22.04M | 0.3% | +0.8% | 1.154% | |
2/11/2025 | LPL Financial LLC | 224,613 | $15.43M | 0.0% | +116.1% | 0.808% | |
2/10/2025 | Axxcess Wealth Management LLC | 3,456 | $237K | 0.0% | N/A | 0.012% | |
2/10/2025 | Montis Financial LLC | 9,776 | $671K | 0.2% | +2.9% | 0.035% | |
2/10/2025 | Commonwealth Equity Services LLC | 633,842 | $43.53M | 0.1% | +65.0% | 2.280% | |
2/10/2025 | Avantax Advisory Services Inc. | 3,387 | $233K | 0.0% | N/A | 0.012% | |
2/7/2025 | HighTower Advisors LLC | 122,765 | $8.43M | 0.0% | +1.7% | 0.442% | |
2/7/2025 | AGF Management Ltd. | 750,971 | $51.58M | 0.3% | +55.0% | 2.701% | |
2/7/2025 | Rialto Wealth Management LLC | 4,377 | $301K | 0.1% | N/A | 0.016% | |
2/7/2025 | Lifeworks Advisors LLC | 21,720 | $1.49M | 0.3% | +19.7% | 0.078% | |
2/7/2025 | PNC Financial Services Group Inc. | 1,223 | $84K | 0.0% | +48.6% | 0.004% | |
2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 9,415 | $647K | 0.1% | +5.2% | 0.034% | |
2/6/2025 | Raymond James Financial Inc. | 19,820 | $1.36M | 0.0% | N/A | 0.071% | |
2/6/2025 | Assetmark Inc. | 614 | $42K | 0.0% | +1,128.0% | 0.002% | |
2/6/2025 | Keybank National Association OH | 5,347 | $367K | 0.0% | -16.5% | 0.019% | |
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2/6/2025 | Charles Schwab Investment Management Inc. | 1,920,253 | $131.88M | 0.0% | -4.1% | 6.907% | |
2/6/2025 | Meridian Wealth Management LLC | 15,101 | $1.04M | 0.0% | -17.4% | 0.054% | |
2/6/2025 | Mission Wealth Management LP | 5,465 | $375K | 0.0% | +32.2% | 0.020% | |
2/6/2025 | Jones Financial Companies Lllp | 5,892 | $405K | 0.0% | +38.6% | 0.021% | |
2/5/2025 | US Bancorp DE | 2,622 | $180K | 0.0% | N/A | 0.009% | |
2/5/2025 | Fisher Asset Management LLC | 8,049 | $553K | 0.0% | +33.8% | 0.029% | |
2/5/2025 | SVB Wealth LLC | 3,762 | $258K | 0.0% | N/A | 0.014% | |
2/4/2025 | Exchange Capital Management Inc. | 33,997 | $2.34M | 0.4% | -3.1% | 0.122% | |
2/4/2025 | Birchcreek Wealth Management LLC | 19,219 | $1.32M | 0.8% | +2.3% | 0.069% | |
2/3/2025 | Sigma Planning Corp | 13,002 | $893K | 0.0% | +32.6% | 0.047% | |