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% | |
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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% | |
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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% | |
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% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 1,901 | $227K | 0.0% | -5.7% | 0.002% | |
2/14/2025 | Alexis Investment Partners LLC | 304 | $35K | 0.0% | N/A | 0.000% | |
2/14/2025 | Arvest Bank Trust Division | 54,214 | $6.24M | 0.4% | +0.8% | 0.047% | |
2/13/2025 | Gratus Wealth Advisors LLC | 132,043 | $15.21M | 2.4% | +1.2% | 0.114% | |
2/13/2025 | NewEdge Advisors LLC | 27,580 | $3.18M | 0.0% | +10.8% | 0.024% | |
2/13/2025 | Everest Management Corp. | 21,183 | $2.44M | 2.1% | N/A | 0.018% | |
2/13/2025 | Stonehaven Wealth & Tax Solutions LLC | 9,297 | $1.07M | 1.2% | N/A | 0.008% | |
2/13/2025 | Lifelong Wealth Advisors Inc. | 536,095 | $61.76M | 27.8% | N/A | 0.464% | |
2/13/2025 | Regal Investment Advisors LLC | 126,674 | $14.59M | 1.1% | -4.0% | 0.110% | |
2/13/2025 | Belpointe Asset Management LLC | 1,940 | $215K | 0.0% | N/A | 0.002% | |
2/13/2025 | CreativeOne Wealth LLC | 2,523 | $291K | 0.0% | +6.7% | 0.002% | |
2/13/2025 | Mariner LLC | 145,419 | $16.75M | 0.0% | -4.8% | 0.126% | |
2/13/2025 | Dynamic Wealth Strategies LLC | 23,582 | $2.72M | 2.4% | -1.7% | 0.020% | |
2/13/2025 | SageView Advisory Group LLC | 8,692 | $1.00M | 0.0% | -4.6% | 0.008% | |
2/13/2025 | Keystone Financial Group | 2,356 | $271K | 0.0% | N/A | 0.002% | |
2/13/2025 | Advisors Capital Management LLC | 13,299 | $1.53M | 0.0% | +11.5% | 0.012% | |
2/13/2025 | Townsquare Capital LLC | 3,780 | $435K | 0.0% | -15.3% | 0.003% | |
2/13/2025 | Rockefeller Capital Management L.P. | 48,532 | $5.59M | 0.0% | +6.5% | 0.042% | |
2/13/2025 | First Foundation Advisors | 540,328 | $62.24M | 2.3% | +8.3% | 0.467% | |
2/13/2025 | Kelman Lazarov Inc. | 364,141 | $41.94M | 7.6% | -0.9% | 0.315% | |
2/13/2025 | Bessemer Group Inc. | 7,344 | $846K | 0.0% | +2,307.9% | 0.006% | |
2/13/2025 | Texas Yale Capital Corp. | 32,086 | $3.70M | 0.1% | +8.5% | 0.028% | |
2/13/2025 | Advisory Services Network LLC | 10,689 | $1.23M | 0.0% | +1.3% | 0.009% | |
2/13/2025 | Straightline Group LLC | 8,185 | $943K | 0.6% | N/A | 0.007% | |
2/13/2025 | Renaissance Technologies LLC | 16,500 | $1.90M | 0.0% | +135.7% | 0.014% | |
2/13/2025 | Cerity Partners LLC | 44,244 | $5.09M | 0.0% | +15.5% | 0.038% | |
2/13/2025 | Russell Investments Group Ltd. | 1,261 | $145K | 0.0% | +9,600.0% | 0.001% | |
2/13/2025 | Wedbush Securities Inc. | 14,168 | $1.63M | 0.1% | -13.5% | 0.012% | |
2/13/2025 | Envestnet Asset Management Inc. | 2,358,083 | $271.60M | 0.1% | +3.4% | 2.040% | |
2/13/2025 | Perennial Investment Advisors LLC | 4,444 | $512K | 0.1% | +9.4% | 0.004% | |
2/13/2025 | KCM Investment Advisors LLC | 6,020 | $693K | 0.0% | -1.6% | 0.005% | |
2/13/2025 | Wells Fargo & Company MN | 29,664,957 | $3.42B | 0.8% | +5.9% | 25.662% | |
2/13/2025 | Smith Moore & CO. | 4,581 | $528K | 0.0% | -9.0% | 0.004% | |
2/12/2025 | Huntington National Bank | 1,557 | $179K | 0.0% | -6.0% | 0.001% | |
2/12/2025 | Private Portfolio Partners LLC | 3,043 | $350K | 0.1% | +7.0% | 0.003% | |
2/12/2025 | Hazlett Burt & Watson Inc. | 582 | $66K | 0.0% | +19.8% | 0.001% | |
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2/12/2025 | O Shaughnessy Asset Management LLC | 4,416 | $509K | 0.0% | +13.6% | 0.004% | |
2/12/2025 | CIBC Private Wealth Group LLC | 4,051 | $470K | 0.0% | -32.4% | 0.004% | |
2/12/2025 | OneAscent Wealth Management LLC | 3,617 | $417K | 0.2% | -2.3% | 0.003% | |
2/12/2025 | RiverFront Investment Group LLC | 1,696,604 | $195.42M | 4.4% | +4.3% | 1.468% | |
2/12/2025 | Orion Portfolio Solutions LLC | 450,095 | $51.84M | 0.5% | -10.0% | 0.389% | |
2/12/2025 | Tepp RIA LLC | 2,888 | $333K | 0.5% | N/A | 0.002% | |
2/12/2025 | Blair William & Co. IL | 2,461 | $283K | 0.0% | -9.5% | 0.002% | |
2/12/2025 | JPMorgan Chase & Co. | 334,628 | $38.54M | 0.0% | +4.5% | 0.289% | |
2/12/2025 | Worth Financial Advisory Group LLC | 121,766 | $14.03M | 8.6% | -2.3% | 0.105% | |
2/12/2025 | Heritage Wealth Advisors | 256 | $29K | 0.0% | N/A | 0.000% | |