4/18/2025 | Edge Financial Advisors LLC | 14,417 | $1.59M | 1.0% | -10.7% | 0.013% | |
4/17/2025 | Vicus Capital | 10,649 | $1.17M | 0.1% | +7.8% | 0.009% | |
4/17/2025 | Inscription Capital LLC | 136,073 | $14.12M | 2.3% | N/A | 0.120% | |
4/17/2025 | Mason & Associates Inc | 23,467 | $2.58M | 0.6% | +0.9% | 0.021% | |
4/17/2025 | Sowell Financial Services LLC | 14,585 | $1.61M | 0.1% | +17.6% | 0.013% | |
4/17/2025 | Janney Montgomery Scott LLC | 384,118 | $42.28M | 0.1% | -0.2% | 0.340% | |
4/17/2025 | 1900 Wealth Management LLC | 213,370 | $23.49M | 2.0% | -0.8% | 0.189% | |
4/17/2025 | Traphagen Investment Advisors LLC | 7,960 | $876K | 0.1% | -3.4% | 0.007% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 317,908 | $35.00M | 1.2% | +9.5% | 0.281% | |
4/16/2025 | IAG Wealth Partners LLC | 277,916 | $30.59M | 4.8% | +2.9% | 0.246% | |
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4/16/2025 | Wealth Enhancement Advisory Services LLC | 630,096 | $69.36M | 0.1% | +9.0% | 0.557% | |
4/16/2025 | Goldstone Financial Group LLC | 10,495 | $1.16M | 0.2% | -18.0% | 0.009% | |
4/16/2025 | High Probability Advisors LLC | 744,020 | $81.90M | 13.7% | +1.6% | 0.658% | |
4/16/2025 | CVA Family Office LLC | 52,074 | $5.73M | 0.9% | -2.9% | 0.046% | |
4/16/2025 | Salem Investment Counselors Inc. | 3,648 | $402K | 0.0% | +16.5% | 0.003% | |
4/16/2025 | Sterling Financial Group Inc. | 352,450 | $38.80M | 14.0% | +5.8% | 0.312% | |
4/15/2025 | Members Wealth LLC | 7,281 | $802K | 0.6% | -33.7% | 0.006% | |
4/15/2025 | Capital Advisors Ltd. LLC | 96,012 | $10.57M | 1.4% | -0.6% | 0.085% | |
4/15/2025 | Arvest Investments Inc. | 145,884 | $16.06M | 2.5% | -2.5% | 0.129% | |
4/15/2025 | Kozak & Associates Inc. | 485 | $51K | 0.0% | N/A | 0.000% | |
4/15/2025 | Parsons Capital Management Inc. RI | 31,498 | $3.47M | 0.2% | +10.2% | 0.028% | |
4/14/2025 | PFS Partners LLC | 56,507 | $6.22M | 3.3% | -2.8% | 0.050% | |
4/14/2025 | Daymark Wealth Partners LLC | 2,893 | $318K | 0.0% | -15.6% | 0.003% | |
4/14/2025 | Park Avenue Securities LLC | 8,138 | $896K | 0.0% | +4.8% | 0.007% | |
4/14/2025 | UMB Bank n.a. | 719 | $79K | 0.0% | N/A | 0.001% | |
4/14/2025 | LexAurum Advisors LLC | 192,815 | $21.23M | 4.1% | +9.3% | 0.170% | |
4/11/2025 | Vanguard Capital Wealth Advisors | 1,966 | $216K | 0.3% | N/A | 0.002% | |
4/11/2025 | Fortress Financial Group LLC | 38,097 | $4.19M | 4.2% | +0.8% | 0.034% | |
4/11/2025 | Procyon Advisors LLC | 4,698 | $517K | 0.0% | N/A | 0.004% | |
4/10/2025 | Retirement Planning Group LLC | 322,347 | $35.48M | 1.7% | -69.6% | 0.285% | |
4/10/2025 | Financial Management Professionals Inc. | 819,459 | $90.21M | 11.5% | +3.8% | 0.725% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 508,836 | $56.01M | 2.5% | +6.5% | 0.450% | |
4/9/2025 | RFG Advisory LLC | 12,854 | $1.42M | 0.0% | -0.9% | 0.011% | |
4/9/2025 | Bennett Associates Wealth Management | 71,905 | $7.92M | 6.5% | -3.2% | 0.064% | |
4/9/2025 | Fiduciary Alliance LLC | 9,984 | $1.10M | 0.1% | +37.8% | 0.009% | |
4/9/2025 | SigFig Wealth Management LLC | 1,866,815 | $204.19M | 7.3% | +0.0% | 1.651% | |
4/9/2025 | American National Bank & Trust | 34,252 | $3.77M | 0.4% | -3.8% | 0.030% | |
4/9/2025 | Advance Capital Management Inc. | 8,179 | $900K | 0.0% | +30.8% | 0.007% | |
4/8/2025 | Dumont & Blake Investment Advisors LLC | 13,151 | $1.45M | 0.4% | +36.2% | 0.012% | |
4/7/2025 | Tompkins Financial Corp | 1,115 | $123K | 0.0% | -31.3% | 0.001% | |
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4/7/2025 | GAMMA Investing LLC | 263,972 | $29.06M | 0.0% | +10,908.0% | 0.233% | |
4/4/2025 | Quent Capital LLC | 782 | $86K | 0.0% | N/A | 0.001% | |
4/4/2025 | Kings Path Partners LLC | 135,067 | $14.87M | 7.3% | +10.7% | 0.119% | |
4/4/2025 | Capital Market Strategies LLC | 4,267 | $470K | 0.3% | -5.8% | 0.004% | |
4/2/2025 | Marcum Wealth LLC | 13,247 | $1.46M | 0.1% | -3.1% | 0.012% | |
4/1/2025 | Stonehearth Capital Management LLC | 16,436 | $1.81M | 0.7% | -0.8% | 0.015% | |
3/24/2025 | Mascagni Wealth Management Inc. | 462 | $53K | 0.0% | N/A | 0.000% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 578,302 | $66.61M | 0.1% | +1.3% | 0.511% | |
3/17/2025 | Members Wealth LLC | 10,988 | $1.30M | 1.0% | N/A | 0.010% | |
2/27/2025 | ABLE Financial Group LLC | 2,830 | $326K | 0.1% | -5.0% | 0.003% | |
2/25/2025 | Leigh Baldwin & CO. LLC | 4,772 | $550K | 0.3% | N/A | 0.004% | |
2/25/2025 | Shufro Rose & Co. LLC | 21,950 | $2.53M | 0.2% | -2.1% | 0.019% | |
2/24/2025 | Great Valley Advisor Group Inc. | 17,937 | $2.07M | 0.0% | +18.8% | 0.016% | |
2/22/2025 | American Trust | 11,632 | $1.34M | 0.1% | +195.5% | 0.010% | |
2/19/2025 | Parr Mcknight Wealth Management Group LLC | 76,967 | $8.87M | 1.3% | N/A | 0.067% | |
2/18/2025 | Pacific Point Advisors LLC | 3,000 | $355K | 0.2% | N/A | 0.003% | |
2/18/2025 | Fourth Dimension Wealth LLC | 43,645 | $5.03M | 2.6% | N/A | 0.038% | |
2/18/2025 | Vise Technologies Inc. | 19,463 | $2.24M | 0.2% | N/A | 0.017% | |
2/18/2025 | Retirement Planning Group LLC | 1,059,050 | $121.98M | 6.1% | +5.2% | 0.916% | |
2/18/2025 | Cornerstone Advisory LLC | 234,592 | $28.14M | 3.2% | -2.6% | 0.203% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 16,083 | $1.85M | 0.0% | +38.0% | 0.014% | |
2/17/2025 | Waverly Advisors LLC | 8,900 | $1.03M | 0.0% | +18.8% | 0.008% | |
2/17/2025 | Royal Bank of Canada | 672,972 | $77.51M | 0.0% | +11.8% | 0.582% | |
2/17/2025 | Quantinno Capital Management LP | 11,065 | $1.27M | 0.0% | N/A | 0.010% | |
2/17/2025 | Millennium Management LLC | 2,573 | $296K | 0.0% | -40.8% | 0.002% | |
2/17/2025 | LifePlan Investment Advisors Inc. | 6,283 | $724K | 0.4% | +47.3% | 0.005% | |
2/17/2025 | Focus Partners Wealth | 4,940 | $569K | 0.0% | -15.4% | 0.004% | |
2/17/2025 | Family Management Corp | 85,583 | $9.27M | 1.5% | +6.8% | 0.074% | |
2/17/2025 | Clark Capital Management Group Inc. | 3,742 | $431K | 0.0% | +6.3% | 0.003% | |
2/17/2025 | EP Wealth Advisors LLC | 1,547 | $178K | 0.0% | -20.0% | 0.001% | |
2/17/2025 | CoreCap Advisors LLC | 112,520 | $12.96M | 0.6% | -7.4% | 0.097% | |
2/17/2025 | Cresset Asset Management LLC | 18,205 | $2.10M | 0.0% | -47.8% | 0.016% | |
2/17/2025 | Cetera Investment Advisers | 890,843 | $102.61M | 0.2% | +1.7% | 0.771% | |
2/17/2025 | Captrust Financial Advisors | 210,501 | $24.25M | 0.1% | -3.1% | 0.182% | |
2/17/2025 | Cary Street Partners Financial LLC | 1,897 | $218K | 0.0% | N/A | 0.002% | |
2/17/2025 | Baird Financial Group Inc. | 218,658 | $25.19M | 0.0% | +4.2% | 0.189% | |
2/17/2025 | Bank of America Corp DE | 3,059,704 | $352.42M | 0.0% | +1.9% | 2.647% | |
2/17/2025 | Benjamin Edwards Inc. | 45,000 | $5.18M | 0.1% | +7.0% | 0.039% | |
2/17/2025 | Ameriprise Financial Inc. | 25,992 | $2.99M | 0.0% | +63.1% | 0.022% | |
2/17/2025 | Alteri Wealth LLC | 5,343 | $615K | 0.2% | N/A | 0.005% | |
2/17/2025 | Ancora Advisors LLC | 13,969 | $1.61M | 0.0% | +2.6% | 0.012% | |
2/17/2025 | Aptus Capital Advisors LLC | 7,961 | $917K | 0.0% | -63.2% | 0.007% | |
2/17/2025 | Apex Wealth Management LLC | 9,903 | $1.14M | 1.0% | N/A | 0.009% | |
2/17/2025 | Accredited Wealth Management LLC | 3,413 | $393K | 0.3% | N/A | 0.003% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 134,522 | $15.49M | 0.0% | -3.3% | 0.116% | |
2/14/2025 | Jane Street Group LLC | 24,778 | $2.85M | 0.0% | +236.6% | 0.021% | |
2/14/2025 | Comerica Bank | 92,972 | $10.71M | 0.0% | +3.8% | 0.080% | |
2/14/2025 | Evergreen Wealth Solutions LLC | 375,513 | $43.25M | 30.1% | +1.6% | 0.325% | |
2/14/2025 | Lido Advisors LLC | 140,194 | $16.15M | 0.1% | -9.0% | 0.121% | |
2/14/2025 | Betterment LLC | 5,346,182 | $615.77M | 1.5% | +2.3% | 4.625% | |
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2/14/2025 | Mission Creek Capital Partners Inc. | 5,764 | $664K | 0.1% | +4.7% | 0.005% | |
2/14/2025 | Berger Financial Group Inc | 1,922 | $221K | 0.0% | N/A | 0.002% | |
2/14/2025 | Johnson Financial Group Inc. | 1,989 | $236K | 0.0% | -19.1% | 0.002% | |
2/14/2025 | Empire Financial Management Company LLC | 5,468 | $630K | 0.2% | -3.8% | 0.005% | |
2/14/2025 | Integrated Wealth Concepts LLC | 42,738 | $4.92M | 0.1% | -5.8% | 0.037% | |
2/14/2025 | Susquehanna International Group LLP | 31,434 | $3.62M | 0.0% | -61.7% | 0.027% | |
2/14/2025 | Stifel Financial Corp | 75,001 | $8.64M | 0.0% | -1.5% | 0.065% | |
2/14/2025 | OneDigital Investment Advisors LLC | 761,162 | $87.67M | 1.0% | +0.1% | 0.658% | |
2/14/2025 | MML Investors Services LLC | 22,375 | $2.58M | 0.0% | +10.8% | 0.019% | |
2/14/2025 | GeoWealth Management LLC | 162,702 | $18.74M | 0.6% | +10.6% | 0.141% | |