3/17/2025 | Wealth Enhancement Advisory Services LLC | 15,512 | $372K | 0.0% | -17.0% | 0.045% | |
2/24/2025 | Great Valley Advisor Group Inc. | 432,428 | $10.38M | 0.2% | +5.3% | 1.261% | |
2/19/2025 | WCG Wealth Advisors LLC | 11,958 | $287K | 0.0% | N/A | 0.044% | |
2/18/2025 | GTS Securities LLC | 11,225 | $270K | 0.0% | N/A | 0.041% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 255,567 | $6.14M | 0.1% | +1,714.7% | 0.943% | |
2/17/2025 | Vista Cima Wealth Management LLC | 19,970 | $479K | 0.5% | N/A | 0.074% | |
2/17/2025 | Snowden Capital Advisors LLC | 51,604 | $1.24M | 0.0% | -19.2% | 0.190% | |
2/17/2025 | Cetera Investment Advisers | 792,407 | $19.03M | 0.0% | +9.0% | 2.924% | |
2/17/2025 | Captrust Financial Advisors | 90,020 | $2.16M | 0.0% | -3.3% | 0.332% | |
2/17/2025 | Citadel Advisors LLC | 63,885 | $1.53M | 0.0% | N/A | 0.236% | |
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2/17/2025 | Bank of America Corp DE | 3,901,569 | $93.68M | 0.0% | -3.9% | 14.397% | |
2/14/2025 | Jane Street Group LLC | 191,028 | $4.59M | 0.0% | +759.4% | 0.705% | |
2/14/2025 | Comerica Bank | 29,534 | $709K | 0.0% | +1.6% | 0.109% | |
2/14/2025 | Coppell Advisory Solutions LLC | 2,585 | $62K | 0.0% | N/A | 0.010% | |
2/14/2025 | Stifel Financial Corp | 408,478 | $9.81M | 0.0% | +2.1% | 1.507% | |
2/14/2025 | MML Investors Services LLC | 125,893 | $3.02M | 0.0% | +16.5% | 0.465% | |
2/13/2025 | NewEdge Advisors LLC | 9,453 | $227K | 0.0% | +6.1% | 0.035% | |
2/13/2025 | Main Street Financial Solutions LLC | 171,098 | $4.11M | 0.4% | -1.4% | 0.631% | |
2/13/2025 | Mariner LLC | 74,578 | $1.79M | 0.0% | +91.0% | 0.275% | |
2/13/2025 | Synovus Financial Corp | 9,985 | $240K | 0.0% | -49.7% | 0.037% | |
2/13/2025 | Rockefeller Capital Management L.P. | 18,586 | $446K | 0.0% | -4.7% | 0.069% | |
2/13/2025 | Titleist Asset Management LLC | 33,871 | $813K | 0.1% | +10.2% | 0.125% | |
2/13/2025 | Envestnet Asset Management Inc. | 515,132 | $12.37M | 0.0% | -1.3% | 1.901% | |
2/12/2025 | Level Four Advisory Services LLC | 16,641 | $400K | 0.0% | -6.8% | 0.061% | |
2/12/2025 | JPMorgan Chase & Co. | 93,827 | $2.25M | 0.0% | +3.3% | 0.346% | |
2/12/2025 | Financial Counselors Inc. | 621,241 | $14.92M | 0.2% | +127.7% | 2.292% | |
2/12/2025 | PKS Advisory Services LLC | 27,752 | $666K | 0.2% | N/A | 0.102% | |
2/12/2025 | Prestige Wealth Management Group LLC | 209,762 | $5.05M | 1.6% | -10.5% | 0.774% | |
2/11/2025 | LPL Financial LLC | 1,185,971 | $28.48M | 0.0% | +14.5% | 4.376% | |
2/11/2025 | HUB Investment Partners LLC | 34,952 | $839K | 0.0% | -7.2% | 0.129% | |
2/10/2025 | Commonwealth Equity Services LLC | 165,958 | $3.99M | 0.0% | -16.7% | 0.612% | |
2/7/2025 | PFG Advisors | 46,132 | $1.11M | 0.1% | +6.0% | 0.170% | |
2/7/2025 | Avantax Planning Partners Inc. | 689,311 | $16.55M | 0.6% | -7.5% | 2.544% | |
2/7/2025 | Frontier Asset Management LLC | 39,930 | $959K | 0.3% | +12.1% | 0.147% | |
2/7/2025 | Evergreen Private Wealth LLC | 63,560 | $1.53M | 0.7% | +14.6% | 0.235% | |
2/6/2025 | Burt Wealth Advisors | 30,480 | $732K | 0.2% | -7.0% | 0.112% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 3,670 | $88K | 0.0% | -91.9% | 0.014% | |
2/5/2025 | Schneider Downs Wealth Management Advisors LP | 1,521,376 | $36.53M | 6.9% | +5.6% | 5.614% | |
2/4/2025 | Bank of New York Mellon Corp | 307,219 | $7.38M | 0.0% | +2.3% | 1.134% | |
2/4/2025 | Pine Valley Investments Ltd Liability Co | 26,700 | $642K | 0.0% | N/A | 0.099% | |
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2/3/2025 | Private Advisor Group LLC | 129,455 | $3.11M | 0.0% | +194.5% | 0.478% | |
1/31/2025 | Cornerstone Advisors Asset Management LLC | 391,460 | $9.40M | 2.0% | -0.8% | 1.445% | |
1/31/2025 | Fortis Group Advisors LLC | 42,443 | $1.02M | 0.2% | +12.2% | 0.157% | |
1/31/2025 | Truist Financial Corp | 283,870 | $6.82M | 0.0% | -0.5% | 1.047% | |
1/31/2025 | Sanctuary Advisors LLC | 189,771 | $4.59M | 0.0% | +17.0% | 0.700% | |
1/30/2025 | Opes Wealth Management LLC | 37,695 | $905K | 0.2% | +15.8% | 0.139% | |
1/30/2025 | Kuhn & Co Investment Counsel | 71,981 | $1.73M | 1.5% | +3.8% | 0.266% | |
1/30/2025 | Vicus Capital | 221,935 | $5.33M | 0.5% | +7.6% | 0.819% | |
1/29/2025 | Pineridge Advisors LLC | 8,863 | $213K | 0.1% | -42.4% | 0.033% | |
1/29/2025 | GGM Financials LLC | 24,323 | $584K | 0.6% | N/A | 0.090% | |
1/28/2025 | Legacy Financial Strategies LLC | 74,624 | $1.80M | 0.4% | -3.9% | 0.275% | |
1/24/2025 | Journey Strategic Wealth LLC | 113,606 | $2.73M | 0.1% | +36.5% | 0.419% | |
1/23/2025 | Narus Financial Partners LLC | 42,320 | $1.02M | 0.3% | -44.8% | 0.156% | |
1/23/2025 | Kennebec Savings Bank | 51,534 | $1.23M | 1.2% | +8,679.2% | 0.190% | |
1/22/2025 | Landmark Wealth Management LLC | 68,916 | $1.66M | 0.7% | +4.0% | 0.254% | |
1/22/2025 | Curran Financial Partners LLC | 13,737 | $330K | 0.1% | N/A | 0.051% | |
1/21/2025 | Cypress Point Wealth Management LLC | 132,458 | $3.18M | 1.0% | +3.0% | 0.489% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 406,994 | $9.77M | 0.4% | +58.1% | 1.502% | |
1/17/2025 | Smallwood Wealth Investment Management LLC | 86,051 | $2.07M | 1.4% | +110.1% | 0.318% | |
1/17/2025 | Bill Few Associates Inc. | 13,132 | $315K | 0.1% | N/A | 0.048% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 6,665 | $160K | 0.0% | -26.2% | 0.025% | |
1/17/2025 | Janney Capital Management LLC | 59,907 | $1.44M | 0.1% | -2.3% | 0.221% | |
1/16/2025 | New Hampshire Trust | 40,283 | $967K | 0.2% | N/A | 0.149% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 362,707 | $8.71M | 0.2% | +69.2% | 1.338% | |
1/16/2025 | Brady Martz Wealth Solutions LLC | 240,318 | $5.75M | 1.4% | N/A | 0.887% | |
1/16/2025 | Bernardo Wealth Planning LLC | 169,895 | $4.06M | 1.0% | -13.0% | 0.627% | |
1/15/2025 | TruWealth Advisors LLC | 655,457 | $15.74M | 0.9% | +2.0% | 2.419% | |
1/15/2025 | Saxon Interests Inc. | 30,995 | $744K | 0.3% | -2.3% | 0.114% | |
1/14/2025 | Park Avenue Securities LLC | 41,498 | $996K | 0.0% | +34.1% | 0.153% | |
1/13/2025 | BCS Wealth Management | 35,122 | $843K | 0.2% | -15.8% | 0.130% | |
1/13/2025 | AdvisorNet Financial Inc | 49,561 | $1.19M | 0.1% | +7.6% | 0.183% | |
1/13/2025 | Pallas Capital Advisors LLC | 990,587 | $23.78M | 1.0% | -1.0% | 3.655% | |
12/26/2024 | JPMorgan Chase & Co. | 90,846 | $2.24M | 0.0% | +28.4% | 0.335% | |
11/25/2024 | Synovus Financial Corp | 19,858 | $488K | 0.0% | N/A | 0.073% | |
11/25/2024 | Sanctuary Advisors LLC | 162,144 | $3.95M | 0.0% | +29.6% | 0.598% | |
11/15/2024 | Prestige Wealth Management Group LLC | 234,432 | $5.77M | 1.2% | -0.7% | 0.865% | |
11/15/2024 | MML Investors Services LLC | 108,064 | $2.66M | 0.0% | +2.3% | 0.399% | |
11/15/2024 | Jane Street Group LLC | 22,228 | $547K | 0.0% | N/A | 0.082% | |
11/15/2024 | Stifel Financial Corp | 399,931 | $9.84M | 0.0% | -0.1% | 1.476% | |
11/15/2024 | Swmg LLC | 34,770 | $842K | 0.3% | -6.6% | 0.128% | |
11/15/2024 | Integrated Wealth Concepts LLC | 48,531 | $1.19M | 0.0% | -66.7% | 0.179% | |
11/15/2024 | HighTower Advisors LLC | 10,241 | $252K | 0.0% | -20.3% | 0.038% | |
11/14/2024 | Captrust Financial Advisors | 93,102 | $2.29M | 0.0% | -2.5% | 0.344% | |
11/14/2024 | Rockefeller Capital Management L.P. | 19,501 | $480K | 0.0% | N/A | 0.072% | |
11/14/2024 | Financial Counselors Inc. | 272,889 | $6.71M | 0.1% | +9.4% | 1.007% | |
11/12/2024 | Great Valley Advisor Group Inc. | 410,816 | $10.11M | 0.2% | +4.0% | 1.516% | |
11/6/2024 | Schneider Downs Wealth Management Advisors LP | 1,440,403 | $35.43M | 7.3% | +12.8% | 5.315% | |
11/6/2024 | Main Street Financial Solutions LLC | 173,552 | $4.27M | 0.4% | +13.6% | 0.640% | |
11/1/2024 | Cypress Point Wealth Management LLC | 128,538 | $3.16M | 1.2% | +5.9% | 0.474% | |
10/30/2024 | Landmark Wealth Management LLC | 66,251 | $1.63M | 0.7% | -2.7% | 0.244% | |
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10/29/2024 | Opes Wealth Management LLC | 32,545 | $801K | 0.2% | +7.4% | 0.120% | |
10/29/2024 | Farther Finance Advisors LLC | 3,420 | $84K | 0.0% | +36.9% | 0.013% | |
10/25/2024 | Golden State Equity Partners | 17,330 | $426K | 0.1% | -2.8% | 0.064% | |
10/25/2024 | Pallas Capital Advisors LLC | 1,000,528 | $24.22M | 1.0% | +5.5% | 3.692% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 18,693 | $460K | 0.0% | -5.4% | 0.069% | |
10/22/2024 | Private Advisor Group LLC | 43,963 | $1.08M | 0.0% | -26.4% | 0.162% | |
10/22/2024 | Sequoia Financial Advisors LLC | 13,364 | $329K | 0.0% | -14.0% | 0.049% | |
10/21/2024 | Vicus Capital | 206,333 | $5.08M | 0.4% | +4.3% | 0.761% | |
10/21/2024 | Fortis Group Advisors LLC | 37,838 | $931K | 0.2% | +35.4% | 0.140% | |
10/19/2024 | Bernardo Wealth Planning LLC | 195,349 | $4.77M | 1.2% | -3.6% | 0.721% | |