3/27/2025 | Milestone Asset Management Group LLC | 9,242 | $3.17M | 2.8% | N/A | 0.013% | |
3/18/2025 | CWC Advisors LLC. | 1,288 | $442K | 0.4% | -5.6% | 0.002% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 183,700 | $63.08M | 0.1% | +3.9% | 0.251% | |
3/12/2025 | Centaurus Financial Inc. | 26,538 | $9.11M | 0.6% | +2.1% | 0.036% | |
3/11/2025 | Anchor Pointe Wealth Management LLC | 20,006 | $6.94M | 9.0% | N/A | 0.027% | |
3/10/2025 | SpringVest Wealth Management LLC | 1,125 | $386K | 0.3% | N/A | 0.002% | |
3/6/2025 | Copia Wealth Management | 1,067 | $366K | 0.3% | N/A | 0.001% | |
3/6/2025 | Wood Tarver Financial Group LLC | 196 | $67K | 0.0% | N/A | 0.000% | |
3/6/2025 | TFR Capital LLC. | 951 | $327K | 0.2% | N/A | 0.001% | |
2/28/2025 | Park Square Financial Group LLC | 300 | $103K | 0.1% | N/A | 0.000% | |
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2/28/2025 | Brooklyn FI LLC | 10,816 | $3.64M | 0.6% | N/A | 0.015% | |
2/27/2025 | Jefferies Financial Group Inc. | 1,833 | $629K | 0.0% | +18.3% | 0.002% | |
2/26/2025 | Advisor Resource Council | 673 | $231K | 0.2% | N/A | 0.001% | |
2/24/2025 | Liberty Square Wealth Partners LLC | 646 | $231K | 0.1% | N/A | 0.001% | |
2/24/2025 | Ameriflex Group Inc. | 706 | $246K | 0.1% | N/A | 0.001% | |
2/24/2025 | United Advisor Group LLC | 1,414 | $486K | 0.1% | -77.8% | 0.002% | |
2/22/2025 | American Trust | 92,909 | $31.91M | 2.4% | -1.0% | 0.127% | |
2/21/2025 | Ascent Group LLC | 1,022 | $351K | 0.0% | -7.8% | 0.001% | |
2/21/2025 | WNY Asset Management LLC | 8,105 | $2.78M | 0.3% | +36.6% | 0.011% | |
2/19/2025 | Orin Green Financial LLC | 595 | $204K | 0.1% | N/A | 0.001% | |
2/18/2025 | Pacific Point Advisors LLC | 1,526 | $533K | 0.3% | N/A | 0.002% | |
2/18/2025 | Western Wealth Management LLC | 3,986 | $1.37M | 0.4% | -32.3% | 0.006% | |
2/18/2025 | Connecticut Wealth Management LLC | 1,039 | $357K | 0.0% | +57.7% | 0.002% | |
2/18/2025 | Pacific Center for Financial Services | 36,086 | $12.39M | 3.2% | -1.2% | 0.055% | |
2/18/2025 | 49 Wealth Management LLC | 915 | $314K | 0.0% | -9.1% | 0.001% | |
2/18/2025 | McIlrath & Eck LLC | 960 | $330K | 0.0% | +468.0% | 0.001% | |
2/18/2025 | Novem Group | 11,213 | $3.85M | 0.6% | N/A | 0.017% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 16,046 | $5.51M | 0.1% | +1.9% | 0.024% | |
2/18/2025 | Continuum Advisory LLC | 4,574 | $1.57M | 0.2% | +2.9% | 0.007% | |
2/18/2025 | Mpwm Advisory Solutions LLC | 2,198 | $755K | 0.6% | N/A | 0.003% | |
2/17/2025 | Waverly Advisors LLC | 22,647 | $7.78M | 0.1% | +2,612.2% | 0.034% | |
2/17/2025 | Two Sigma Investments LP | 236,600 | $81.25M | 0.2% | +34.4% | 0.357% | |
2/17/2025 | Sentinus LLC | 1,465 | $503K | 0.1% | -3.3% | 0.002% | |
2/17/2025 | Snowden Capital Advisors LLC | 1,159 | $398K | 0.0% | -7.8% | 0.002% | |
2/17/2025 | Royal Bank of Canada | 432,793 | $148.63M | 0.0% | +6.5% | 0.654% | |
2/17/2025 | Quantinno Capital Management LP | 775 | $266K | 0.0% | N/A | 0.001% | |
2/17/2025 | Jefferies Financial Group Inc. | 1,833 | $629K | 0.0% | +18.3% | 0.003% | |
2/17/2025 | Focus Partners Wealth | 26,662 | $9.22M | 0.0% | -9.7% | 0.040% | |
2/17/2025 | Fiduciary Trust Co | 2,056 | $706K | 0.0% | N/A | 0.003% | |
2/17/2025 | Clark Capital Management Group Inc. | 4,476 | $1.54M | 0.0% | -1.1% | 0.007% | |
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2/17/2025 | Dunhill Financial LLC | 984 | $338K | 0.2% | +511.2% | 0.001% | |
2/17/2025 | EP Wealth Advisors LLC | 81,466 | $27.98M | 0.2% | -0.7% | 0.123% | |
2/17/2025 | CoreCap Advisors LLC | 8,616 | $2.96M | 0.1% | +5.4% | 0.013% | |
2/17/2025 | Cambridge Investment Research Advisors Inc. | 112,374 | $38.59M | 0.1% | -5.3% | 0.170% | |
2/17/2025 | Cetera Investment Advisers | 150,561 | $51.70M | 0.1% | +1.8% | 0.227% | |
2/17/2025 | Captrust Financial Advisors | 1,637,452 | $562.32M | 1.6% | +2.7% | 2.474% | |
2/17/2025 | Cary Street Partners Financial LLC | 2,094 | $719K | 0.0% | N/A | 0.003% | |
2/17/2025 | Brown Wealth Management LLC | 872 | $299K | 0.1% | +11.7% | 0.001% | |
2/17/2025 | Baird Financial Group Inc. | 12,110 | $4.16M | 0.0% | -1.6% | 0.018% | |
2/17/2025 | Bank of America Corp DE | 1,863,480 | $639.94M | 0.1% | -2.5% | 2.815% | |
2/17/2025 | BNP Paribas Financial Markets | 455 | $156K | 0.0% | +2,175.0% | 0.001% | |
2/17/2025 | Ameriprise Financial Inc. | 714,135 | $245.28M | 0.1% | +23.6% | 1.079% | |
2/17/2025 | Aptus Capital Advisors LLC | 2,068 | $710K | 0.0% | +16.6% | 0.003% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 7,834 | $2.69M | 0.0% | -11.3% | 0.012% | |
2/14/2025 | Eagle Strategies LLC | 4,913 | $1.69M | 0.3% | +3.9% | 0.007% | |
2/14/2025 | Jane Street Group LLC | 2,394 | $822K | 0.0% | -40.9% | 0.004% | |
2/14/2025 | Westbourne Investments Inc. | 4,619 | $1.59M | 0.9% | N/A | 0.007% | |
2/14/2025 | Comerica Bank | 375,073 | $128.80M | 0.5% | -4.9% | 0.567% | |
2/14/2025 | Fischer Investment Strategies LLC | 15,690 | $5.39M | 4.3% | +0.8% | 0.024% | |
2/14/2025 | Owen LaRue LLC | 1,148 | $394K | 0.2% | +82.2% | 0.002% | |
2/14/2025 | Lido Advisors LLC | 5,639 | $1.94M | 0.0% | +45.6% | 0.009% | |
2/14/2025 | Northern Trust Corp | 65,378 | $22.45M | 0.0% | -0.1% | 0.099% | |
2/14/2025 | Beacon Pointe Advisors LLC | 87,818 | $30.16M | 0.3% | -5.3% | 0.133% | |
2/14/2025 | Tudor Investment Corp ET AL | 10,184 | $3.50M | 0.0% | +102.0% | 0.015% | |
2/14/2025 | Piedmont Capital Management LLC | 126,385 | $43.27M | 26.1% | +1.6% | 0.191% | |
2/14/2025 | Betterment LLC | 2,997 | $1.03M | 0.0% | -9.5% | 0.005% | |
2/14/2025 | Berger Financial Group Inc | 3,434 | $1.18M | 0.1% | +39.5% | 0.005% | |
2/14/2025 | Knightsbridge Asset Management LLC | 4,821 | $1.66M | 0.4% | +0.9% | 0.007% | |
2/14/2025 | Integrated Wealth Concepts LLC | 12,023 | $4.13M | 0.0% | +70.7% | 0.018% | |
2/14/2025 | MGO One Seven LLC | 6,352 | $2.18M | 0.1% | +6.0% | 0.010% | |
2/14/2025 | Steel Grove Capital Advisors LLC | 4,662 | $1.60M | 0.2% | -2.1% | 0.007% | |
2/14/2025 | IHT Wealth Management LLC | 6,717 | $2.31M | 0.1% | -27.3% | 0.010% | |
2/14/2025 | OneDigital Investment Advisors LLC | 2,300 | $790K | 0.0% | -11.2% | 0.003% | |
2/14/2025 | Stifel Financial Corp | 196,659 | $67.54M | 0.1% | +1.6% | 0.297% | |
2/14/2025 | Optivise Advisory Services LLC | 1,428 | $490K | 0.3% | +18.1% | 0.002% | |
2/14/2025 | Transce3nd LLC | 522 | $179K | 0.1% | N/A | 0.001% | |
2/14/2025 | Kensington Asset Management LLC | 4,500 | $1.55M | 0.1% | -96.9% | 0.007% | |
2/14/2025 | MML Investors Services LLC | 182,544 | $62.69M | 0.2% | -9.0% | 0.276% | |
2/14/2025 | GeoWealth Management LLC | 53,680 | $18.43M | 0.6% | +266.3% | 0.081% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 3,542 | $1.26M | 0.1% | +29.7% | 0.005% | |
2/14/2025 | Cadence Bank | 1,156 | $397K | 0.0% | N/A | 0.002% | |
2/14/2025 | Alexis Investment Partners LLC | 1,333 | $458K | 0.2% | N/A | 0.002% | |
2/13/2025 | Strategic Investment Solutions Inc. IL | 1,291 | $443K | 0.1% | +83.1% | 0.002% | |
2/13/2025 | Gratus Wealth Advisors LLC | 172,498 | $59.24M | 9.5% | +0.0% | 0.261% | |
2/13/2025 | MSH Capital Advisors LLC | 670 | $230K | 0.1% | N/A | 0.001% | |
2/13/2025 | Zacks Investment Management | 813 | $279K | 0.0% | -5.4% | 0.001% | |
2/13/2025 | Garden State Investment Advisory Services LLC | 5,654 | $1.94M | 0.6% | +0.8% | 0.009% | |
2/13/2025 | NewEdge Advisors LLC | 13,305 | $4.57M | 0.0% | -4.2% | 0.020% | |
2/13/2025 | Insigneo Advisory Services LLC | 5,014 | $1.72M | 0.2% | -35.7% | 0.008% | |
2/13/2025 | Main Street Financial Solutions LLC | 783 | $269K | 0.0% | -91.9% | 0.001% | |
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2/13/2025 | Finward Bancorp | 5,830 | $2.00M | 1.7% | N/A | 0.009% | |
2/13/2025 | Regal Investment Advisors LLC | 6,567 | $2.26M | 0.2% | -3.3% | 0.010% | |
2/13/2025 | Carroll Investors Inc | 1,549 | $532K | 0.3% | -4.3% | 0.002% | |
2/13/2025 | CreativeOne Wealth LLC | 1,852 | $636K | 0.0% | -62.7% | 0.003% | |
2/13/2025 | Mariner LLC | 159,114 | $54.64M | 0.1% | +43.6% | 0.240% | |
2/13/2025 | Keystone Financial Group | 3,439 | $1.18M | 0.1% | N/A | 0.005% | |
2/13/2025 | TME Financial Inc. | 1,572 | $506K | 0.5% | N/A | 0.002% | |
2/13/2025 | Synovus Financial Corp | 8,647 | $2.97M | 0.0% | -46.5% | 0.013% | |
2/13/2025 | BTG Pactual Asset Management US LLC | 66,861 | $22.96M | 2.3% | -6.2% | 0.101% | |
2/13/2025 | Sagespring Wealth Partners LLC | 2,340 | $804K | 0.0% | N/A | 0.004% | |