8/19/2025 | Advisory Services Network LLC | 12,085 | $978K | 0.0% | -6.9% | 0.086% | |
8/18/2025 | Geneos Wealth Management Inc. | 4,480 | $357K | 0.0% | +100.0% | 0.032% | |
8/15/2025 | Corient Private Wealth LLC | 9,450 | $753K | 0.0% | +20.4% | 0.068% | |
8/15/2025 | Equitable Holdings Inc. | 34,725 | $2.77M | 0.0% | +7.4% | 0.248% | |
8/15/2025 | MML Investors Services LLC | 121,599 | $9.69M | 0.0% | +1.1% | 0.869% | |
8/15/2025 | Bank of America Corp DE | 92,496 | $7.37M | 0.0% | +3.3% | 0.661% | |
8/15/2025 | Ameriprise Financial Inc. | 113,909 | $9.07M | 0.0% | -2.9% | 0.814% | |
8/14/2025 | Raymond James Financial Inc. | 317,974 | $25.33M | 0.0% | -1.1% | 2.271% | |
8/14/2025 | Diversify Advisory Services LLC | 8,729 | $706K | 0.0% | -3.1% | 0.062% | |
8/13/2025 | M&T Bank Corp | 6,162 | $491K | 0.0% | +69.5% | 0.044% | |
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8/13/2025 | Northwestern Mutual Wealth Management Co. | 34,308 | $2.73M | 0.0% | +5.9% | 0.245% | |
8/12/2025 | J.W. Cole Advisors Inc. | 13,139 | $1.05M | 0.0% | +2.0% | 0.094% | |
8/12/2025 | Ameritas Investment Partners Inc. | 9,380 | $747K | 0.0% | +39.8% | 0.067% | |
8/12/2025 | Global Retirement Partners LLC | 11,938 | $951K | 0.0% | N/A | 0.085% | |
8/12/2025 | Archer Investment Corp | 1,099 | $88K | 0.0% | +242.4% | 0.008% | |
8/12/2025 | JPMorgan Chase & Co. | 25,892 | $2.06M | 0.0% | +4.0% | 0.185% | |
8/12/2025 | Howe & Rusling Inc. | 1,736 | $138K | 0.0% | N/A | 0.012% | |
8/11/2025 | United Advisor Group LLC | 22,837 | $1.82M | 0.3% | +17.0% | 0.164% | |
8/8/2025 | Financial Gravity Companies Inc. | 328 | $26K | 0.0% | N/A | 0.002% | |
8/8/2025 | Avantax Advisory Services Inc. | 83,245 | $6.63M | 0.0% | +1.1% | 0.599% | |
8/8/2025 | Cetera Investment Advisers | 181,928 | $14.49M | 0.0% | +0.9% | 1.309% | |
8/8/2025 | Creative Planning | 4,592 | $366K | 0.0% | +13.9% | 0.033% | |
8/7/2025 | Vise Technologies Inc. | 4,978 | $397K | 0.0% | N/A | 0.036% | |
8/7/2025 | Addison Advisors LLC | 2,650 | $211K | 0.1% | -33.5% | 0.019% | |
8/6/2025 | AE Wealth Management LLC | 1,348 | $107K | 0.0% | +97.7% | 0.010% | |
8/5/2025 | Ellevest Inc. | 2,639 | $210K | 0.0% | N/A | 0.019% | |
8/5/2025 | Sunburst Financial Group LLC | 107,230 | $8.54M | 1.9% | +2.8% | 0.771% | |
8/5/2025 | EPG Wealth Management LLC | 1,423 | $113K | 0.0% | -20.9% | 0.010% | |
8/5/2025 | Atlas Private Wealth Advisors | 3,882 | $309K | 0.0% | -34.8% | 0.028% | |
8/4/2025 | Rede Wealth LLC | 10,445 | $832K | 0.3% | +3.0% | 0.075% | |
8/4/2025 | Jim Saulnier & Associates LLC | 17,856 | $1.42M | 1.0% | -7.9% | 0.128% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 153,163 | $12.20M | 0.9% | +2,080.9% | 1.102% | |
8/4/2025 | Assetmark Inc. | 2,383 | $190K | 0.0% | -76.5% | 0.017% | |
8/4/2025 | World Investment Advisors | 19,056 | $1.52M | 0.0% | -8.0% | 0.137% | |
8/1/2025 | Envestnet Asset Management Inc. | 67,204 | $5.35M | 0.0% | +31.9% | 0.483% | |
7/31/2025 | Schneider Downs Wealth Management Advisors LP | 4,053 | $323K | 0.0% | N/A | 0.029% | |
7/31/2025 | Carnegie Investment Counsel | 6,935 | $552K | 0.0% | N/A | 0.050% | |
7/30/2025 | Fingerlakes Wealth Management Inc. | 2,618 | $209K | 0.2% | N/A | 0.019% | |
7/30/2025 | Financial Perspectives Inc | 6,138 | $489K | 0.1% | +4.1% | 0.044% | |
7/29/2025 | Goldstein Advisors LLC | 39,303 | $3.13M | 0.4% | +4.6% | 0.283% | |
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7/29/2025 | Woodard & Co. Asset Management Group Inc. ADV | 48,553 | $3.87M | 0.7% | -2.8% | 0.349% | |
7/28/2025 | Private Wealth Asset Management LLC | 1,245 | $99K | 0.0% | -23.9% | 0.009% | |
7/28/2025 | RFG Advisory LLC | 3,051 | $243K | 0.0% | -3.9% | 0.022% | |
7/25/2025 | Atria Wealth Solutions Inc. | 8,727 | $695K | 0.0% | -84.3% | 0.063% | |
7/25/2025 | Lion Street Advisors LLC | 2,880 | $229K | 0.1% | -18.5% | 0.021% | |
7/25/2025 | Yarger Wealth Strategies LLC | 68,964 | $5.49M | 2.9% | +0.2% | 0.496% | |
7/25/2025 | CWM LLC | 13,933 | $1.11M | 0.0% | +3.8% | 0.100% | |
7/25/2025 | Means Investment CO. Inc. | 319,053 | $25.42M | 2.4% | +5.3% | 2.295% | |
7/24/2025 | Edge Financial Advisors LLC | 3,114 | $250K | 0.1% | N/A | 0.022% | |
7/23/2025 | Detalus Advisors LLC | 3,184 | $254K | 0.1% | +6.9% | 0.023% | |
7/23/2025 | Opulen Financial Group LLC | 8,149 | $649K | 0.5% | -3.3% | 0.059% | |
7/23/2025 | RMG Wealth Management LLC | 1,083,709 | $87.67M | 13.4% | N/A | 7.796% | |
7/21/2025 | Ameritas Advisory Services LLC | 370 | $29K | 0.0% | N/A | 0.003% | |
7/21/2025 | Pacific Financial Group Inc. | 64,764 | $5.16M | 4.0% | +1.2% | 0.466% | |
7/21/2025 | Triad Wealth Partners LLC | 7,632 | $608K | 0.1% | N/A | 0.055% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 38,738 | $3.09M | 0.4% | +8.7% | 0.279% | |
7/18/2025 | Parsons Capital Management Inc. RI | 17,498 | $1.39M | 0.1% | -1.8% | 0.126% | |
7/18/2025 | PFG Investments LLC | 6,354 | $506K | 0.0% | +29.1% | 0.046% | |
7/18/2025 | Truist Financial Corp | 23,209 | $1.85M | 0.0% | -1.4% | 0.167% | |
7/17/2025 | Janney Montgomery Scott LLC | 11,659 | $929K | 0.0% | +4.6% | 0.084% | |
7/15/2025 | Pitti Group Wealth Management LLC | 16,507 | $1.32M | 1.1% | -2.7% | 0.119% | |
7/14/2025 | Flagstar Advisors Inc. | 23,750 | $1.89M | 0.5% | -1.8% | 0.171% | |
7/14/2025 | Matrix Trust Co | 177,216 | $14.12M | 2.2% | +1.4% | 1.280% | |
7/14/2025 | Sowell Financial Services LLC | 38,539 | $3.07M | 0.1% | N/A | 0.278% | |
7/11/2025 | Farther Finance Advisors LLC | 42,691 | $3.40M | 0.1% | +1,347.2% | 0.308% | |
7/10/2025 | Marshall Financial Group LLC | 5,600 | $450K | 0.1% | -10.0% | 0.040% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 30,634 | $2.48M | 0.0% | -1.5% | 0.221% | |
7/9/2025 | Brand Asset Management Group Inc. | 36,400 | $2.90M | 1.1% | +1.2% | 0.263% | |
6/11/2025 | Fortitude Financial LLC | 70,502 | $5.22M | 5.0% | -85.4% | 0.590% | |
5/28/2025 | Silicon Valley Capital Partners | 954 | $70K | 0.0% | N/A | 0.008% | |
5/28/2025 | Wealth Management Associates Inc. | 3,822 | $283K | 0.1% | -5.0% | 0.032% | |
5/15/2025 | Royal Bank of Canada | 46,267 | $3.43M | 0.0% | +0.8% | 0.387% | |
5/14/2025 | Wealth Preservation Advisors LLC | 702 | $52K | 0.0% | N/A | 0.006% | |
5/14/2025 | Comerica Bank | 5,725 | $424K | 0.0% | +7.2% | 0.048% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 32,399 | $2.40M | 0.0% | +4.4% | 0.271% | |
5/14/2025 | Kestra Advisory Services LLC | 42,778 | $3.17M | 0.0% | +1.9% | 0.358% | |
5/14/2025 | Rede Wealth LLC | 10,142 | $751K | 0.3% | -21.5% | 0.085% | |
5/14/2025 | Flow Traders U.S. LLC | 24,356 | $1.80M | 0.1% | N/A | 0.204% | |
5/13/2025 | Aptus Capital Advisors LLC | 105,533 | $7.82M | 0.1% | +2.1% | 0.883% | |
5/13/2025 | Raymond James Financial Inc. | 321,664 | $23.83M | 0.0% | -7.0% | 2.692% | |
5/13/2025 | HighTower Advisors LLC | 43,591 | $3.23M | 0.0% | -4.6% | 0.365% | |
5/12/2025 | Capital Planning Advisors LLC | 7,493 | $555K | 0.1% | +7.0% | 0.063% | |
5/9/2025 | Atria Wealth Solutions Inc. | 55,733 | $4.13M | 0.0% | -0.4% | 0.466% | |
5/9/2025 | Commonwealth Equity Services LLC | 398,963 | $29.56M | 0.0% | +8.6% | 3.339% | |
5/7/2025 | Woodard & Co. Asset Management Group Inc. ADV | 49,947 | $3.70M | 0.8% | -1.9% | 0.418% | |
5/7/2025 | LPL Financial LLC | 453,623 | $33.61M | 0.0% | +5.7% | 3.796% | |
5/7/2025 | Bedel Financial Consulting Inc. | 46,481 | $3.43M | 0.5% | +15.6% | 0.389% | |
5/6/2025 | Assetmark Inc. | 10,149 | $752K | 0.0% | +258.4% | 0.085% | |
5/6/2025 | Cetera Investment Advisers | 180,316 | $13.36M | 0.0% | -2.1% | 1.509% | |
5/6/2025 | Avantax Advisory Services Inc. | 82,355 | $6.10M | 0.0% | +0.2% | 0.689% | |
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5/6/2025 | AE Wealth Management LLC | 682 | $51K | 0.0% | +306.0% | 0.006% | |
5/5/2025 | J.W. Cole Advisors Inc. | 12,883 | $954K | 0.0% | -1.2% | 0.108% | |
5/5/2025 | Diversify Advisory Services LLC | 9,005 | $658K | 0.0% | -10.1% | 0.075% | |
4/30/2025 | Cerity Partners LLC | 20,852 | $1.55M | 0.0% | -3.6% | 0.174% | |
4/30/2025 | Principal Securities Inc. | 408 | $31K | 0.0% | +52.2% | 0.003% | |
4/29/2025 | Envestnet Asset Management Inc. | 50,957 | $3.78M | 0.0% | -2.3% | 0.426% | |
4/29/2025 | Adell Harriman & Carpenter Inc. | 4,300 | $319K | 0.0% | -27.1% | 0.036% | |
4/29/2025 | World Investment Advisors | 20,711 | $1.53M | 0.0% | -2.8% | 0.173% | |
4/28/2025 | Detalus Advisors LLC | 2,979 | $221K | 0.1% | N/A | 0.025% | |
4/24/2025 | Philip James Wealth Mangement LLC | 5,675 | $420K | 0.1% | -5.9% | 0.047% | |