4/25/2025 | Ameritas Advisory Services LLC | 9,181 | $699K | 0.0% | +10.2% | 0.014% | |
4/25/2025 | New Wave Wealth Advisors LLC | 6,926 | $511K | 0.2% | +13.7% | 0.010% | |
4/25/2025 | Sovran Advisors LLC | 8,072 | $566K | 0.1% | N/A | 0.012% | |
4/24/2025 | Cambridge Advisors Inc. | 16,285 | $1.20M | 0.3% | +3.9% | 0.024% | |
4/24/2025 | 3Chopt Investment Partners LLC | 14,865 | $1.10M | 0.3% | +1.4% | 0.022% | |
4/23/2025 | Goldstein Advisors LLC | 713,774 | $52.67M | 7.7% | +0.9% | 1.071% | |
4/23/2025 | Western Wealth Management LLC | 3,963 | $292K | 0.0% | +10.9% | 0.006% | |
4/23/2025 | Perigon Wealth Management LLC | 50,004 | $3.69M | 0.1% | +43.8% | 0.075% | |
4/23/2025 | Ferguson Shapiro LLC | 157,490 | $11.62M | 4.3% | +3.2% | 0.236% | |
4/23/2025 | Daymark Wealth Partners LLC | 324,957 | $23.98M | 1.0% | +18.7% | 0.488% | |
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4/23/2025 | Steph & Co. | 477,067 | $35.20M | 12.7% | -1.1% | 0.716% | |
4/23/2025 | Fourth Dimension Wealth LLC | 2,850 | $210K | 0.1% | +58.2% | 0.004% | |
4/23/2025 | YHB Investment Advisors Inc. | 4,102 | $303K | 0.0% | +27.5% | 0.006% | |
4/23/2025 | Oppenheimer & Co. Inc. | 3,034 | $224K | 0.0% | N/A | 0.005% | |
4/23/2025 | Continuum Advisory LLC | 1,728 | $128K | 0.0% | +51.4% | 0.003% | |
4/22/2025 | 5T Wealth LLC | 25,595 | $1.89M | 1.0% | +8.7% | 0.038% | |
4/22/2025 | Centerpoint Advisory Group | 68,845 | $5.08M | 5.0% | +0.2% | 0.103% | |
4/22/2025 | Flagship Harbor Advisors LLC | 92,042 | $6.79M | 0.4% | +12.9% | 0.138% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 122,259 | $9.02M | 0.0% | +8.6% | 0.183% | |
4/22/2025 | Crumly & Associates Inc. | 283,057 | $20.89M | 5.8% | +102.7% | 0.425% | |
4/22/2025 | Cobblestone Asset Management LLC | 10,329 | $762K | 0.4% | +34.8% | 0.016% | |
4/22/2025 | Echo Wealth Management LLC | 47,113 | $3.48M | 2.3% | +31.6% | 0.071% | |
4/22/2025 | Worth Financial Advisory Group LLC | 3,824 | $282K | 0.2% | -4.8% | 0.006% | |
4/21/2025 | Avior Wealth Management LLC | 787,185 | $58.09M | 2.2% | +25.6% | 1.181% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 14,984 | $1.11M | 0.0% | -41.4% | 0.022% | |
4/21/2025 | Guided Capital Wealth Management LLC | 88,258 | $6.51M | 5.4% | +17.6% | 0.132% | |
4/21/2025 | MN Wealth Advisors LLC | 112,947 | $8.33M | 4.9% | +25.4% | 0.170% | |
4/18/2025 | Greenbush Financial Group LLC | 118,693 | $8.76M | 4.4% | +51.4% | 0.178% | |
4/18/2025 | Wagner Wealth Management LLC | 169,338 | $12.50M | 3.1% | +6.5% | 0.254% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 5,112 | $377K | 0.0% | -11.1% | 0.008% | |
4/17/2025 | Janney Montgomery Scott LLC | 1,281,708 | $94.58M | 0.3% | +33.7% | 1.924% | |
4/17/2025 | Sprinkle Financial Consultants LLC | 102,444 | $7.56M | 4.8% | +16.3% | 0.154% | |
4/17/2025 | Keystone Wealth Services LLC | 24,929 | $1.84M | 0.5% | +13.8% | 0.037% | |
4/17/2025 | Good Life Advisors LLC | 87,842 | $6.48M | 0.5% | +36.5% | 0.132% | |
4/17/2025 | Exchange Traded Concepts LLC | 57,240 | $4.22M | 0.1% | +4.6% | 0.086% | |
4/17/2025 | Morey & Quinn Wealth Partners LLC | 6,035 | $445K | 0.4% | N/A | 0.009% | |
4/16/2025 | Lakeridge Wealth Management LLC | 7,161 | $528K | 0.3% | +85.9% | 0.011% | |
4/16/2025 | Opal Wealth Advisors LLC | 568 | $42K | 0.0% | N/A | 0.001% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 314,416 | $23.20M | 0.0% | +25.4% | 0.472% | |
4/16/2025 | Twin Peaks Wealth Advisors LLC | 8,761 | $629K | 0.3% | +137.6% | 0.013% | |
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4/16/2025 | Sterling Financial Group Inc. | 351,976 | $25.97M | 9.4% | +2.7% | 0.528% | |
4/15/2025 | Yarger Wealth Strategies LLC | 53,401 | $3.94M | 2.3% | +4.1% | 0.080% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 39,204 | $2.89M | 0.1% | +8.0% | 0.059% | |
4/14/2025 | Farther Finance Advisors LLC | 8,094 | $601K | 0.0% | +161.3% | 0.012% | |
4/14/2025 | Daymark Wealth Partners LLC | 324,957 | $23.98M | 0.8% | +18.7% | 0.488% | |
4/14/2025 | Patriot Financial Group Insurance Agency LLC | 50,389 | $3.72M | 0.5% | -9.6% | 0.076% | |
4/14/2025 | LexAurum Advisors LLC | 40,866 | $3.02M | 0.6% | +11.9% | 0.061% | |
4/14/2025 | Orrstown Financial Services Inc. | 195,880 | $14.45M | 3.4% | -6.6% | 0.294% | |
4/11/2025 | GGM Financials LLC | 532,792 | $39.32M | 26.8% | +338.0% | 0.833% | |
4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 2,349 | $173K | 0.0% | +556.1% | 0.004% | |
4/10/2025 | Lake Street Private Wealth LLC | 13,752 | $1.02M | 0.2% | +18.3% | 0.021% | |
4/10/2025 | Fermata Advisors LLC | 21,205 | $1.57M | 0.3% | +6.9% | 0.033% | |
4/10/2025 | Nixon Peabody Trust Co. | 20,011 | $1.48M | 0.1% | N/A | 0.031% | |
4/10/2025 | Firethorn Wealth Partners LLC | 5,102 | $376K | 0.2% | +23.0% | 0.008% | |
4/10/2025 | Strategic Planning Group LLC | 179,117 | $13.22M | 2.6% | -1.6% | 0.280% | |
4/9/2025 | High Net Worth Advisory Group LLC | 8,041 | $593K | 0.2% | +49.2% | 0.013% | |
4/9/2025 | Arlington Financial Advisors LLC | 170,402 | $12.57M | 2.2% | +1.1% | 0.266% | |
4/7/2025 | AdvisorNet Financial Inc | 4,298 | $317K | 0.0% | +14.3% | 0.007% | |
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% | |
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% | |
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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% | |
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% | |