4/1/2025 | MassMutual Private Wealth & Trust FSB | 21,699 | $1.60M | 0.0% | +30.5% | 0.034% | |
3/24/2025 | Mascagni Wealth Management Inc. | 576 | $47K | 0.0% | N/A | 0.001% | |
3/18/2025 | Objective Capital Management LLC | 14,641 | $1.19M | 0.8% | -8.5% | 0.023% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 250,691 | $20.31M | 0.0% | +93.8% | 0.402% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 7,391 | $599K | 0.0% | +91.5% | 0.012% | |
2/24/2025 | Great Valley Advisor Group Inc. | 159,475 | $12.92M | 0.3% | +10.2% | 0.264% | |
2/22/2025 | American Trust | 615,404 | $49.87M | 3.8% | -10.7% | 1.019% | |
2/21/2025 | Ascent Group LLC | 10,727 | $869K | 0.1% | -1.5% | 0.018% | |
2/21/2025 | Aurdan Capital Management LLC | 23,351 | $1.89M | 0.7% | N/A | 0.039% | |
2/19/2025 | Formidable Asset Management LLC | 46,965 | $3.81M | 0.6% | +91.7% | 0.078% | |
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2/19/2025 | WCG Wealth Advisors LLC | 294,345 | $23.85M | 1.6% | +143.9% | 0.487% | |
2/18/2025 | Fourth Dimension Wealth LLC | 1,801 | $162K | 0.1% | N/A | 0.008% | |
2/17/2025 | Visionary Wealth Advisors | 61,184 | $4.96M | 0.3% | +2.2% | 0.271% | |
2/17/2025 | Two Sigma Investments LP | 84,000 | $6.81M | 0.0% | N/A | 0.372% | |
2/17/2025 | Snowden Capital Advisors LLC | 9,345 | $757K | 0.0% | +44.2% | 0.041% | |
2/17/2025 | Royal Bank of Canada | 974,947 | $79M | 0.0% | +28.0% | 4.314% | |
2/17/2025 | Focus Partners Wealth | 552,141 | $44.74M | 0.1% | N/A | 2.443% | |
2/17/2025 | Cetera Investment Advisers | 181,934 | $14.74M | 0.0% | +44.1% | 0.805% | |
2/17/2025 | Captrust Financial Advisors | 3,172,304 | $257.05M | 0.7% | +6.8% | 14.037% | |
2/17/2025 | Cary Street Partners Financial LLC | 28,832 | $2.34M | 0.1% | N/A | 0.128% | |
2/17/2025 | Bank of America Corp DE | 588,920 | $47.72M | 0.0% | +18.1% | 2.606% | |
2/17/2025 | Benjamin Edwards Inc. | 4,051 | $328K | 0.0% | N/A | 0.018% | |
2/17/2025 | Ameriprise Financial Inc. | 3,473,064 | $281.34M | 0.1% | +84.6% | 15.368% | |
2/17/2025 | Allegheny Financial Group | 2,883 | $234K | 0.1% | N/A | 0.013% | |
2/14/2025 | Jane Street Group LLC | 4,708 | $381K | 0.0% | N/A | 0.021% | |
2/14/2025 | Keyvantage Wealth LLC | 12,281 | $995K | 0.7% | N/A | 0.054% | |
2/14/2025 | Integrated Wealth Concepts LLC | 88,520 | $7.17M | 0.1% | +16.0% | 0.392% | |
2/14/2025 | MGO One Seven LLC | 38,320 | $3.11M | 0.1% | +66.9% | 0.170% | |
2/14/2025 | Susquehanna International Group LLP | 19,981 | $1.62M | 0.0% | N/A | 0.088% | |
2/14/2025 | Stifel Financial Corp | 262,156 | $21.24M | 0.0% | +12.9% | 1.160% | |
2/14/2025 | OneDigital Investment Advisors LLC | 11,628 | $942K | 0.0% | +12.4% | 0.051% | |
2/14/2025 | Tradition Wealth Management LLC | 155,433 | $12.60M | 1.1% | +40.8% | 0.688% | |
2/14/2025 | MML Investors Services LLC | 120,383 | $9.76M | 0.0% | +0.3% | 0.533% | |
2/14/2025 | GeoWealth Management LLC | 4,362 | $353K | 0.0% | -20.9% | 0.019% | |
2/13/2025 | NewEdge Advisors LLC | 52,494 | $4.25M | 0.0% | +151.4% | 0.232% | |
2/13/2025 | Belpointe Asset Management LLC | 23,764 | $1.93M | 0.1% | N/A | 0.105% | |
2/13/2025 | CreativeOne Wealth LLC | 50,229 | $4.07M | 0.1% | +3.0% | 0.222% | |
2/13/2025 | Mariner LLC | 316,901 | $25.68M | 0.0% | +16.7% | 1.402% | |
2/13/2025 | 3Chopt Investment Partners LLC | 14,653 | $1.19M | 0.4% | +11.2% | 0.065% | |
2/13/2025 | Rockefeller Capital Management L.P. | 22,061 | $1.79M | 0.0% | N/A | 0.098% | |
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2/13/2025 | Argent Trust Co | 34,378 | $2.79M | 0.1% | +70.5% | 0.152% | |
2/13/2025 | Advisory Services Network LLC | 3,393 | $275K | 0.0% | N/A | 0.015% | |
2/13/2025 | Renaissance Technologies LLC | 37,900 | $3.07M | 0.0% | +643.1% | 0.168% | |
2/13/2025 | Wedbush Securities Inc. | 6,034 | $489K | 0.0% | +23.8% | 0.027% | |
2/13/2025 | Envestnet Asset Management Inc. | 997,534 | $80.83M | 0.0% | -2.3% | 4.414% | |
2/13/2025 | Perennial Investment Advisors LLC | 10,280 | $833K | 0.1% | +82.3% | 0.045% | |
2/13/2025 | Smith Moore & CO. | 70,152 | $5.68M | 0.5% | +1,573.1% | 0.310% | |
2/12/2025 | JPMorgan Chase & Co. | 8,538,002 | $691.83M | 0.1% | +523.0% | 37.779% | |
2/12/2025 | Worth Financial Advisory Group LLC | 4,018 | $326K | 0.2% | +5.1% | 0.018% | |
2/12/2025 | Tyler Stone Wealth Management | 42,565 | $3.45M | 0.6% | +79.0% | 0.188% | |
2/11/2025 | Signature Estate & Investment Advisors LLC | 22,691 | $1.84M | 0.0% | -9.1% | 0.100% | |
2/11/2025 | Modern Wealth Management LLC | 62,717 | $5.29M | 0.2% | N/A | 0.278% | |
2/11/2025 | LPL Financial LLC | 3,643,903 | $295.27M | 0.1% | +43.2% | 16.123% | |
2/11/2025 | Wayfinding Financial LLC | 10,012 | $811K | 0.4% | N/A | 0.044% | |
2/11/2025 | HUB Investment Partners LLC | 285,315 | $23.12M | 1.0% | +7.0% | 1.262% | |
2/10/2025 | Cozad Asset Management Inc. | 9,067 | $735K | 0.1% | +114.1% | 0.040% | |
2/10/2025 | Harbour Investments Inc. | 15,837 | $1.28M | 0.0% | -26.6% | 0.070% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 25,556 | $2.07M | 0.0% | +15.6% | 0.113% | |
2/10/2025 | Kestra Advisory Services LLC | 612,412 | $49.62M | 0.3% | +344.4% | 2.710% | |
2/10/2025 | HMV Wealth Advisors LLC | 3,914 | $317K | 0.3% | N/A | 0.017% | |
2/10/2025 | Commonwealth Equity Services LLC | 1,129,927 | $91.56M | 0.1% | +11.1% | 5.000% | |
2/10/2025 | Avantax Advisory Services Inc. | 12,920 | $1.05M | 0.0% | +24.7% | 0.057% | |
2/10/2025 | Farther Finance Advisors LLC | 3,098 | $251K | 0.0% | -51.8% | 0.014% | |
2/7/2025 | HighTower Advisors LLC | 230,868 | $18.71M | 0.0% | -4.6% | 1.022% | |
2/7/2025 | Frontier Asset Management LLC | 204,149 | $16.54M | 5.5% | -10.2% | 0.903% | |
2/7/2025 | Axis Wealth Partners LLC | 9,365 | $759K | 0.6% | N/A | 0.041% | |
2/7/2025 | Oak Harbor Wealth Partners LLC | 4,206 | $341K | 0.1% | N/A | 0.019% | |
2/7/2025 | PNC Financial Services Group Inc. | 100,029 | $8.11M | 0.0% | +58.2% | 0.443% | |
2/7/2025 | Foundry Financial Group Inc. | 62,040 | $5.03M | 3.1% | +0.3% | 0.275% | |
2/7/2025 | Ashton Thomas Private Wealth LLC | 23,866 | $1.93M | 0.1% | +45.8% | 0.106% | |
2/6/2025 | Vestmark Advisory Solutions Inc. | 285,039 | $23.10M | 0.8% | +1.7% | 1.261% | |
2/6/2025 | Raymond James Financial Inc. | 1,114,886 | $90.34M | 0.0% | N/A | 4.933% | |
2/6/2025 | Assetmark Inc. | 606 | $49K | 0.0% | N/A | 0.003% | |
2/6/2025 | Triad Wealth Partners LLC | 8,982 | $728K | 0.3% | N/A | 0.040% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 6,738 | $546K | 0.0% | +20.9% | 0.030% | |
2/6/2025 | Resolute Wealth Strategies LLC | 59,196 | $4.80M | 2.5% | +8.2% | 0.262% | |
2/6/2025 | Keystone Wealth Services LLC | 21,906 | $1.78M | 0.5% | +270.5% | 0.097% | |
2/6/2025 | Jones Financial Companies Lllp | 493,749 | $40.01M | 0.0% | +168.5% | 2.185% | |
2/5/2025 | Schneider Downs Wealth Management Advisors LP | 14,731 | $1.19M | 0.2% | +38.2% | 0.065% | |
2/5/2025 | Nwam LLC | 4,242 | $344K | 0.0% | -5.2% | 0.019% | |
2/4/2025 | Twin Peaks Wealth Advisors LLC | 3,688 | $299K | 0.1% | N/A | 0.016% | |
2/4/2025 | IFP Advisors Inc | 30,095 | $2.44M | 0.1% | +40.9% | 0.133% | |
2/3/2025 | Sigma Planning Corp | 17,998 | $1.46M | 0.0% | -4.0% | 0.080% | |
2/3/2025 | Advantage Trust Co | 282,980 | $22.93M | 13.5% | +7.2% | 1.252% | |
2/3/2025 | Crumly & Associates Inc. | 139,640 | $11.32M | 3.1% | +9.7% | 0.618% | |
2/3/2025 | Private Wealth Partners LLC | 37,955 | $3.08M | 0.2% | +1.3% | 0.168% | |
2/3/2025 | TBH Global Asset Management LLC | 10,900 | $958K | 0.2% | -67.6% | 0.048% | |
2/3/2025 | Private Advisor Group LLC | 135,338 | $10.97M | 0.1% | +179.2% | 0.599% | |
2/3/2025 | Fagan Associates Inc. | 3,958 | $321K | 0.1% | +11.1% | 0.018% | |
2/3/2025 | Good Life Advisors LLC | 64,341 | $5.21M | 0.4% | +113.0% | 0.285% | |
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1/31/2025 | Semus Wealth Partners LLC | 21,717 | $1.76M | 1.2% | +9.8% | 0.096% | |
1/31/2025 | Atria Wealth Solutions Inc. | 23,093 | $1.87M | 0.0% | +8.7% | 0.102% | |
1/31/2025 | Fortis Group Advisors LLC | 2,960 | $240K | 0.0% | N/A | 0.013% | |
1/31/2025 | D.A. Davidson & CO. | 147,545 | $11.96M | 0.1% | +0.7% | 0.653% | |
1/31/2025 | Truist Financial Corp | 28,357 | $2.30M | 0.0% | -49.4% | 0.125% | |
1/31/2025 | 5T Wealth LLC | 23,557 | $1.91M | 1.0% | N/A | 0.104% | |
1/31/2025 | Sanctuary Advisors LLC | 16,511 | $1.39M | 0.0% | +58.8% | 0.073% | |
1/31/2025 | J.W. Cole Advisors Inc. | 11,331 | $918K | 0.0% | +23.3% | 0.050% | |
1/30/2025 | MN Wealth Advisors LLC | 90,059 | $7.30M | 4.1% | +0.8% | 0.398% | |
1/30/2025 | Allworth Financial LP | 1,118 | $95K | 0.0% | +12.0% | 0.005% | |