3/17/2025 | Wealth Enhancement Advisory Services LLC | 36,070 | $2.36M | 0.0% | +8.8% | 0.223% | |
3/12/2025 | Centaurus Financial Inc. | 2,282 | $149K | 0.0% | -6.9% | 0.012% | |
3/11/2025 | Lighthouse Financial LLC | 6,000 | $393K | 0.3% | N/A | 0.032% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 15,586 | $1.02M | 0.0% | +5.6% | 0.100% | |
2/18/2025 | Sunbelt Securities Inc. | 99,855 | $6.55M | 0.6% | -3.5% | 0.642% | |
2/18/2025 | Glen Eagle Advisors LLC | 14,052 | $919K | 0.2% | -3.3% | 0.090% | |
2/17/2025 | Two Sigma Investments LP | 19,000 | $1.24M | 0.0% | -23.1% | 0.122% | |
2/17/2025 | True Wealth Design LLC | 4,060 | $266K | 0.1% | -7.2% | 0.026% | |
2/17/2025 | FWL Investment Management LLC | 8,396 | $549K | 0.2% | -13.5% | 0.054% | |
2/17/2025 | Colonial Trust Co SC | 3,213 | $218K | 0.0% | -15.8% | 0.021% | |
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2/17/2025 | Cetera Investment Advisers | 76,807 | $5.03M | 0.0% | +11.2% | 0.494% | |
2/17/2025 | Beverly Hills Private Wealth LLC | 5,510 | $361K | 0.1% | -24.5% | 0.035% | |
2/17/2025 | Bank of America Corp DE | 44,869 | $2.94M | 0.0% | -23.9% | 0.289% | |
2/14/2025 | Jane Street Group LLC | 10,462 | $685K | 0.0% | N/A | 0.067% | |
2/14/2025 | Lido Advisors LLC | 21,199 | $1.39M | 0.0% | -3.6% | 0.136% | |
2/14/2025 | First Trust Advisors LP | 15,660 | $1.03M | 0.0% | N/A | 0.101% | |
2/13/2025 | NewEdge Advisors LLC | 25,169 | $1.65M | 0.0% | -2.7% | 0.162% | |
2/13/2025 | Madden Advisory Services Inc. | 25,963 | $1.70M | 0.8% | +2.3% | 0.167% | |
2/13/2025 | Mariner LLC | 15,671 | $1.03M | 0.0% | +1.7% | 0.101% | |
2/13/2025 | Rockefeller Capital Management L.P. | 38,660 | $2.53M | 0.0% | +0.8% | 0.249% | |
2/13/2025 | Bank of Montreal Can | 1,400 | $92K | 0.0% | +366.7% | 0.009% | |
2/13/2025 | Cerity Partners LLC | 21,306 | $1.39M | 0.0% | -4.0% | 0.137% | |
2/13/2025 | FMR LLC | 7,959,900 | $520.82M | 0.0% | -2.4% | 51.189% | |
2/13/2025 | Envestnet Asset Management Inc. | 1,077,213 | $70.48M | 0.0% | -2.0% | 6.927% | |
2/13/2025 | Wells Fargo & Company MN | 782 | $51K | 0.0% | +2,596.6% | 0.005% | |
2/12/2025 | RWA Wealth Partners LLC | 9,087 | $595K | 0.0% | -21.7% | 0.058% | |
2/12/2025 | Biondo Investment Advisors LLC | 25,701 | $1.68M | 0.2% | -1.8% | 0.165% | |
2/12/2025 | AssuredPartners Investment Advisors LLC | 9,187 | $601K | 0.1% | N/A | 0.059% | |
2/12/2025 | JPMorgan Chase & Co. | 38,752 | $2.54M | 0.0% | +14.4% | 0.249% | |
2/12/2025 | PKS Advisory Services LLC | 19,655 | $1.29M | 0.3% | N/A | 0.126% | |
2/11/2025 | Colony Family Offices LLC | 7,959 | $521K | 0.2% | +9.6% | 0.051% | |
2/11/2025 | LPL Financial LLC | 54,011 | $3.53M | 0.0% | +18.4% | 0.347% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 18,345 | $1.20M | 0.0% | +39.6% | 0.118% | |
2/10/2025 | Kestra Advisory Services LLC | 540,878 | $35.39M | 0.2% | +8.1% | 3.478% | |
2/10/2025 | Commonwealth Equity Services LLC | 134,495 | $8.80M | 0.0% | +7.4% | 0.865% | |
2/7/2025 | HighTower Advisors LLC | 11,535 | $755K | 0.0% | -7.3% | 0.074% | |
2/7/2025 | Independent Advisor Alliance | 18,591 | $1.22M | 0.0% | +1.1% | 0.120% | |
2/6/2025 | Cullen Frost Bankers Inc. | 2,183 | $143K | 0.0% | +140.7% | 0.014% | |
2/6/2025 | LVZ Inc. | 27,915 | $1.83M | 0.2% | -11.0% | 0.180% | |
2/6/2025 | Keystone Wealth Services LLC | 3,991 | $261K | 0.1% | N/A | 0.026% | |
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2/3/2025 | Sigma Planning Corp | 5,742 | $376K | 0.0% | +7.9% | 0.037% | |
2/3/2025 | Capital Investment Counsel Inc | 2,570 | $168K | 0.0% | N/A | 0.017% | |
1/31/2025 | Global Retirement Partners LLC | 1,976 | $129K | 0.0% | +868.6% | 0.013% | |
1/31/2025 | Kestra Investment Management LLC | 1,915 | $125K | 0.0% | N/A | 0.012% | |
1/31/2025 | Atria Wealth Solutions Inc. | 18,060 | $1.18M | 0.0% | +17.7% | 0.116% | |
1/31/2025 | J.W. Cole Advisors Inc. | 10,407 | $681K | 0.0% | -18.4% | 0.067% | |
1/30/2025 | Valmark Advisers Inc. | 12,526 | $820K | 0.0% | +97.6% | 0.081% | |
1/29/2025 | Great Lakes Retirement Inc. | 236,572 | $15.48M | 2.0% | -3.2% | 1.521% | |
1/29/2025 | Beacon Financial Group | 186,025 | $12.17M | 1.3% | +0.4% | 1.196% | |
1/28/2025 | Kestra Private Wealth Services LLC | 44,019 | $2.88M | 0.0% | +89.3% | 0.283% | |
1/28/2025 | Quotient Wealth Partners LLC | 12,237 | $801K | 0.0% | +3.4% | 0.079% | |
1/27/2025 | Silver Oak Securities Incorporated | 7,151 | $469K | 0.0% | -8.4% | 0.046% | |
1/27/2025 | Stratos Wealth Partners LTD. | 69,223 | $4.53M | 0.1% | N/A | 0.445% | |
1/24/2025 | Flavin Financial Services Inc. | 11,702 | $766K | 0.7% | N/A | 0.075% | |
1/24/2025 | Sequent Asset Management LLC | 32,266 | $2.11M | 1.0% | -0.8% | 0.207% | |
1/22/2025 | Foundations Investment Advisors LLC | 3,603 | $236K | 0.0% | N/A | 0.023% | |
1/21/2025 | Smith Chas P & Associates PA Cpas | 236,445 | $15.47M | 0.9% | +0.7% | 1.521% | |
1/17/2025 | High Probability Advisors LLC | 273,237 | $17.88M | 3.2% | +1.7% | 1.757% | |
1/15/2025 | Orgel Wealth Management LLC | 964,773 | $63.13M | 1.6% | -2.0% | 6.204% | |
1/13/2025 | EWG Elevate Inc. | 14,840 | $971K | 0.3% | N/A | 0.095% | |
1/10/2025 | Atlas Brown Inc. | 6,649 | $435K | 0.1% | -10.6% | 0.043% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 33,402 | $2.17M | 0.0% | +0.7% | 0.215% | |
12/26/2024 | JPMorgan Chase & Co. | 33,879 | $2.20M | 0.0% | +8.8% | 0.218% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 14,756 | $956K | 0.0% | +7.1% | 0.095% | |
11/18/2024 | Rehmann Capital Advisory Group | 3,227 | $209K | 0.0% | N/A | 0.021% | |
11/18/2024 | Sunbelt Securities Inc. | 103,479 | $6.72M | 0.7% | +5.7% | 0.665% | |
11/15/2024 | Glen Eagle Advisors LLC | 14,539 | $944K | 0.2% | -10.0% | 0.093% | |
11/15/2024 | HighTower Advisors LLC | 12,447 | $808K | 0.0% | -6.0% | 0.080% | |
11/15/2024 | True Wealth Design LLC | 4,373 | $284K | 0.1% | -46.9% | 0.028% | |
11/14/2024 | Rockefeller Capital Management L.P. | 38,352 | $2.49M | 0.0% | +1.2% | 0.247% | |
11/13/2024 | FMR LLC | 8,155,120 | $529.27M | 0.0% | -4.4% | 52.445% | |
11/13/2024 | Independent Advisor Alliance | 18,394 | $1.19M | 0.0% | -8.1% | 0.118% | |
11/12/2024 | Cerity Partners LLC | 22,187 | $1.44M | 0.0% | +5.7% | 0.143% | |
11/7/2024 | Colony Family Offices LLC | 7,263 | $471K | 0.1% | +102.4% | 0.047% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 12,298 | $798K | 0.0% | +12.4% | 0.079% | |
11/4/2024 | Sigma Planning Corp | 5,324 | $346K | 0.0% | +31.2% | 0.034% | |
10/30/2024 | Madden Advisory Services Inc. | 25,379 | $1.65M | 0.8% | +9.6% | 0.163% | |
10/25/2024 | First Trust Direct Indexing L.P. | 12,801 | $831K | 0.0% | +11.2% | 0.082% | |
10/25/2024 | Valmark Advisers Inc. | 6,340 | $411K | 0.0% | N/A | 0.041% | |
10/24/2024 | J.W. Cole Advisors Inc. | 12,760 | $828K | 0.0% | +92.9% | 0.082% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 33,157 | $2.15M | 0.0% | +150.6% | 0.213% | |
10/23/2024 | Allworth Financial LP | 37,603 | $2.44M | 0.0% | +0.7% | 0.242% | |
10/23/2024 | GUNN & Co INVESTMENT MANAGEMENT INC. | 11,209 | $727K | 0.5% | -95.5% | 0.072% | |
10/23/2024 | Great Lakes Retirement Inc. | 244,359 | $15.86M | 2.0% | +0.2% | 1.571% | |
10/17/2024 | Orgel Wealth Management LLC | 984,665 | $63.91M | 1.6% | -48.1% | 6.332% | |
10/17/2024 | OmniStar Financial Group Inc. | 20,964 | $1.37M | 1.0% | +12.4% | 0.135% | |
10/11/2024 | Smith Chas P & Associates PA Cpas | 234,894 | $15.25M | 0.9% | -6.1% | 1.511% | |
10/9/2024 | Beaumont Financial Advisors LLC | 3,935 | $255K | 0.0% | N/A | 0.025% | |
10/9/2024 | Quotient Wealth Partners LLC | 11,829 | $768K | 0.0% | +9.7% | 0.076% | |
9/23/2024 | Centaurus Financial Inc. | 2,573 | $158K | 0.0% | -29.7% | 0.017% | |
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8/22/2024 | Cetera Investment Advisers | 63,095 | $3.87M | 0.0% | +4.9% | 0.406% | |
8/19/2024 | Hershey Financial Advisers LLC | 14,689 | $901K | 0.8% | N/A | 0.094% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 13,780 | $845K | 0.0% | N/A | 0.089% | |
8/16/2024 | Sunbelt Securities Inc. | 97,915 | $6.00M | 0.6% | +2.1% | 0.630% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 25,460 | $1.56M | 0.0% | +1.1% | 0.164% | |
8/16/2024 | NewEdge Advisors LLC | 32,096 | $1.97M | 0.0% | -0.6% | 0.206% | |
8/13/2024 | AE Wealth Management LLC | 55,885 | $3.43M | 0.0% | +16.1% | 0.359% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 16,525 | $1.01M | 0.0% | +2.1% | 0.106% | |
8/8/2024 | J.W. Cole Advisors Inc. | 6,615 | $406K | 0.0% | N/A | 0.043% | |
8/8/2024 | Envestnet Asset Management Inc. | 1,126,222 | $69.06M | 0.0% | +9.5% | 7.243% | |