4/1/2025 | MassMutual Private Wealth & Trust FSB | 1,569 | $95K | 0.0% | -32.7% | 0.008% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 5,208 | $334K | 0.0% | N/A | 0.027% | |
2/28/2025 | BridgePort Financial Solutions LLC | 3,339 | $213K | 0.1% | N/A | 0.017% | |
2/26/2025 | Capital A Wealth Management LLC | 815 | $52K | 0.1% | N/A | 0.004% | |
2/25/2025 | Armis Advisers LLC | 8,747 | $560K | 0.1% | N/A | 0.045% | |
2/24/2025 | Ameriflex Group Inc. | 389 | $26K | 0.0% | N/A | 0.002% | |
2/21/2025 | Ascent Group LLC | 7,685 | $492K | 0.0% | -17.3% | 0.039% | |
2/20/2025 | Drucker Wealth 3.0 LLC | 3,126 | $200K | 0.0% | N/A | 0.016% | |
2/18/2025 | Continuum Advisory LLC | 2,411 | $154K | 0.0% | -9.0% | 0.011% | |
2/18/2025 | Talisman Wealth Advisors LLC | 5,745 | $368K | 0.4% | +11.6% | 0.027% | |
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2/17/2025 | Snowden Capital Advisors LLC | 23,167 | $1.48M | 0.0% | +4.9% | 0.110% | |
2/17/2025 | LifePlan Investment Advisors Inc. | 13,531 | $867K | 0.5% | +32.8% | 0.064% | |
2/17/2025 | Investor s Fiduciary Advisor Network LLC | 46,880 | $3.00M | 1.1% | N/A | 0.222% | |
2/17/2025 | Guardian Wealth Advisors LLC NC | 1,043 | $67K | 0.0% | N/A | 0.005% | |
2/17/2025 | Gen Wealth Partners Inc | 8,452 | $541K | 0.2% | -10.8% | 0.040% | |
2/17/2025 | CoreCap Advisors LLC | 10,327 | $661K | 0.0% | +1.5% | 0.049% | |
2/17/2025 | Cetera Investment Advisers | 255,663 | $16.38M | 0.0% | -1.6% | 1.209% | |
2/17/2025 | Aptus Capital Advisors LLC | 25,129 | $1.61M | 0.0% | -26.6% | 0.119% | |
2/14/2025 | Comerica Bank | 3,916 | $251K | 0.0% | -8.8% | 0.019% | |
2/14/2025 | Capital Analysts LLC | 7,623 | $488K | 0.0% | +20.3% | 0.036% | |
2/14/2025 | Integrated Wealth Concepts LLC | 57,381 | $3.68M | 0.0% | -38.2% | 0.271% | |
2/14/2025 | IHT Wealth Management LLC | 4,192 | $269K | 0.0% | +7.6% | 0.020% | |
2/14/2025 | OneDigital Investment Advisors LLC | 79,032 | $5.06M | 0.1% | -7.7% | 0.374% | |
2/14/2025 | Transce3nd LLC | 770 | $49K | 0.0% | N/A | 0.004% | |
2/14/2025 | MML Investors Services LLC | 260,620 | $16.69M | 0.1% | -6.1% | 1.232% | |
2/14/2025 | Freedom Investment Management Inc. | 4,983 | $319K | 0.0% | N/A | 0.024% | |
2/14/2025 | GeoWealth Management LLC | 17,583 | $1.13M | 0.0% | +1,563.5% | 0.083% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 16,043 | $1.06M | 0.1% | +5.7% | 0.076% | |
2/13/2025 | Zacks Investment Management | 7,843 | $502K | 0.0% | N/A | 0.037% | |
2/13/2025 | NewEdge Advisors LLC | 52,919 | $3.39M | 0.0% | +218.1% | 0.250% | |
2/13/2025 | Lifelong Wealth Advisors Inc. | 9,525 | $610K | 0.3% | N/A | 0.045% | |
2/13/2025 | Ally Invest Advisors Inc. | 6,561 | $420K | 0.0% | +35.3% | 0.031% | |
2/13/2025 | Regal Investment Advisors LLC | 24,530 | $1.57M | 0.1% | +0.7% | 0.116% | |
2/13/2025 | United Capital Financial Advisors LLC | 83,264 | $5.33M | 0.0% | -2.4% | 0.394% | |
2/13/2025 | CreativeOne Wealth LLC | 16,205 | $1.04M | 0.0% | +10.7% | 0.077% | |
2/13/2025 | Mariner LLC | 8,250 | $528K | 0.0% | N/A | 0.039% | |
2/13/2025 | Savvy Advisors Inc. | 7,876 | $504K | 0.1% | -7.6% | 0.037% | |
2/13/2025 | Sagespring Wealth Partners LLC | 20,804 | $1.33M | 0.0% | N/A | 0.098% | |
2/13/2025 | Townsquare Capital LLC | 29,348 | $1.88M | 0.0% | +36.4% | 0.139% | |
2/13/2025 | Elios Financial Group Inc. | 43,212 | $2.77M | 1.3% | -7.4% | 0.204% | |
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2/13/2025 | Raymond James Financial Inc. | 7,997 | $512K | 0.0% | N/A | 0.038% | |
2/13/2025 | Advisory Services Network LLC | 94,060 | $6.03M | 0.1% | -3.2% | 0.445% | |
2/13/2025 | Cerity Partners LLC | 42,685 | $2.73M | 0.0% | -5.2% | 0.202% | |
2/13/2025 | Envestnet Asset Management Inc. | 4,886,215 | $312.96M | 0.1% | -2.7% | 23.103% | |
2/13/2025 | Perennial Investment Advisors LLC | 3,258 | $209K | 0.0% | N/A | 0.015% | |
2/12/2025 | World Investment Advisors | 23,565 | $1.51M | 0.0% | +6.1% | 0.111% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 20,790 | $1.33M | 0.0% | N/A | 0.098% | |
2/12/2025 | WealthTrak Capital Management LLC | 816 | $52K | 0.0% | N/A | 0.004% | |
2/12/2025 | Orion Portfolio Solutions LLC | 30,043 | $1.92M | 0.0% | +4.4% | 0.142% | |
2/12/2025 | JPMorgan Chase & Co. | 647,020 | $41.44M | 0.0% | +7.3% | 3.059% | |
2/11/2025 | LPL Financial LLC | 907,094 | $58.10M | 0.0% | +77.1% | 4.289% | |
2/11/2025 | SigFig Wealth Management LLC | 51,049 | $3.28M | 0.1% | +1.5% | 0.241% | |
2/10/2025 | Thrivent Financial for Lutherans | 121,813 | $7.95M | 0.0% | +2.1% | 0.576% | |
2/10/2025 | Axxcess Wealth Management LLC | 4,446 | $285K | 0.0% | +9.6% | 0.021% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 4,535 | $290K | 0.0% | -13.7% | 0.021% | |
2/10/2025 | Harbour Investments Inc. | 6,677 | $428K | 0.0% | -3.4% | 0.032% | |
2/10/2025 | Centurion Wealth Management LLC | 5,582 | $358K | 0.1% | -15.6% | 0.026% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 1,451,306 | $92.96M | 0.3% | -4.0% | 6.862% | |
2/10/2025 | Maiden Cove Capital LLC | 12,671 | $812K | 1.2% | -13.5% | 0.060% | |
2/10/2025 | Valtinson Bruner Financial Planning LLC | 5,458 | $350K | 0.1% | N/A | 0.026% | |
2/10/2025 | Commonwealth Equity Services LLC | 48,930 | $3.13M | 0.0% | +8.4% | 0.231% | |
2/10/2025 | Avantax Advisory Services Inc. | 20,880 | $1.34M | 0.0% | -13.5% | 0.099% | |
2/10/2025 | Farther Finance Advisors LLC | 13,410 | $859K | 0.0% | +10.6% | 0.063% | |
2/10/2025 | EverSource Wealth Advisors LLC | 16,765 | $1.07M | 0.1% | -3.6% | 0.079% | |
2/7/2025 | HighTower Advisors LLC | 29,872 | $1.91M | 0.0% | +15.5% | 0.141% | |
2/7/2025 | PNC Financial Services Group Inc. | 1,748 | $112K | 0.0% | +26.0% | 0.008% | |
2/7/2025 | Ashton Thomas Private Wealth LLC | 4,212 | $270K | 0.0% | N/A | 0.020% | |
2/6/2025 | Raymond James Financial Inc. | 7,997 | $512K | 0.0% | N/A | 0.038% | |
2/6/2025 | Atria Investments Inc | 10,556 | $676K | 0.0% | -24.9% | 0.050% | |
2/6/2025 | Assetmark Inc. | 113,092 | $7.24M | 0.0% | +13.1% | 0.535% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 58,698 | $3.76M | 0.0% | +5.2% | 0.278% | |
2/5/2025 | Maia Wealth LLC | 17,883 | $1.17M | 0.3% | +6.4% | 0.085% | |
2/5/2025 | Sharkey Howes & Javer | 63,844 | $4.09M | 0.6% | -1.8% | 0.302% | |
2/5/2025 | EQ LLC | 9,953 | $637K | 0.3% | +2.2% | 0.047% | |
2/4/2025 | Sofi Wealth LLC | 4,439 | $284K | 0.0% | N/A | 0.021% | |
2/4/2025 | Bank of New York Mellon Corp | 34,691 | $2.22M | 0.0% | -15.5% | 0.164% | |
2/4/2025 | Wealthgarden F.S. LLC | 10,413 | $667K | 0.6% | N/A | 0.049% | |
2/4/2025 | Theory Financial LLC | 13,595 | $871K | 0.4% | +117.6% | 0.064% | |
2/3/2025 | First Horizon Advisors Inc. | 9,266 | $594K | 0.0% | -25.5% | 0.044% | |
2/3/2025 | Transcend Capital Advisors LLC | 3,898 | $250K | 0.0% | -39.6% | 0.018% | |
2/3/2025 | Wealth Alliance | 31,194 | $2.00M | 0.2% | -3.6% | 0.147% | |
1/31/2025 | Atria Wealth Solutions Inc. | 114,968 | $7.36M | 0.1% | -11.9% | 0.544% | |
1/31/2025 | Sanctuary Advisors LLC | 60,444 | $4.01M | 0.0% | -3.8% | 0.286% | |
1/31/2025 | Buttonwood Financial Group LLC | 11,118 | $738K | 0.4% | -7.4% | 0.053% | |
1/31/2025 | WBH Advisory Inc. | 8,967 | $574K | 0.1% | +4.1% | 0.042% | |
1/31/2025 | JFS Wealth Advisors LLC | 4,271 | $274K | 0.0% | +7.4% | 0.020% | |
1/30/2025 | Copperleaf Capital LLC | 12,087 | $774K | 0.5% | -17.8% | 0.057% | |
1/29/2025 | Sovran Advisors LLC | 3,999 | $254K | 0.0% | N/A | 0.019% | |
1/28/2025 | Kestra Private Wealth Services LLC | 9,375 | $600K | 0.0% | +6.8% | 0.044% | |
1/28/2025 | Apollon Wealth Management LLC | 5,588 | $358K | 0.0% | -19.5% | 0.026% | |
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1/28/2025 | Golden State Wealth Management LLC | 4,659 | $298K | 0.0% | N/A | 0.022% | |
1/27/2025 | Trilogy Capital Inc. | 5,274 | $338K | 0.0% | +12.5% | 0.025% | |
1/27/2025 | Stratos Wealth Advisors LLC | 13,024 | $834K | 0.0% | -12.3% | 0.062% | |
1/24/2025 | Tempus Wealth Planning LLC | 7,733 | $495K | 0.2% | +25.3% | 0.037% | |
1/24/2025 | One Wealth Advisors LLC | 161,251 | $10.33M | 1.5% | -4.8% | 0.762% | |
1/24/2025 | JB Capital LLC | 6,939 | $444K | 0.0% | +24.7% | 0.033% | |
1/24/2025 | Oregon Pacific Wealth Management LLC | 13,482 | $864K | 0.8% | N/A | 0.064% | |
1/24/2025 | Horst & Graben Wealth Management LLC | 80,674 | $5.17M | 0.9% | +1.4% | 0.381% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 8,207 | $526K | 0.0% | -2.6% | 0.039% | |
1/24/2025 | Journey Strategic Wealth LLC | 4,983 | $319K | 0.0% | -20.1% | 0.024% | |