8/6/2025 | Bonfire Financial | 14,811 | $1.60M | 1.3% | -1.3% | 0.193% | |
8/5/2025 | Strategic Financial Concepts LLC | 7,388 | $800K | 0.1% | -22.7% | 0.096% | |
8/4/2025 | Horizon Wealth Management LLC | 9,768 | $1.06M | 0.2% | -18.3% | 0.127% | |
8/1/2025 | Envestnet Asset Management Inc. | 57,776 | $6.26M | 0.0% | +14.6% | 0.753% | |
7/31/2025 | Leavell Investment Management Inc. | 17,144 | $1.86M | 0.1% | +0.9% | 0.224% | |
7/30/2025 | Insight Advisors LLC PA | 4,178 | $452K | 0.1% | -5.7% | 0.054% | |
7/29/2025 | Lutz Financial Services LLC | 2,295 | $248K | 0.0% | -31.3% | 0.030% | |
7/29/2025 | Portland Financial Advisors Inc | 2,775 | $300K | 0.7% | -15.4% | 0.036% | |
7/25/2025 | Atria Wealth Solutions Inc. | 2,001 | $217K | 0.0% | N/A | 0.026% | |
7/25/2025 | Concurrent Investment Advisors LLC | 1,851 | $200K | 0.0% | -41.3% | 0.024% | |
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7/23/2025 | Valmark Advisers Inc. | 2,424 | $262K | 0.0% | +7.2% | 0.032% | |
7/21/2025 | Precedent Wealth Partners LLC | 10,395 | $1.13M | 0.3% | -16.4% | 0.136% | |
7/18/2025 | Truist Financial Corp | 2,887 | $313K | 0.0% | -40.0% | 0.038% | |
7/17/2025 | XML Financial LLC | 2,535 | $274K | 0.0% | +12.7% | 0.033% | |
7/17/2025 | Fifth Third Securities Inc. | 10,493 | $1.14M | 0.1% | +17.1% | 0.137% | |
7/15/2025 | FMA Wealth Management LLC | 37,594 | $4.07M | 3.0% | +2.3% | 0.490% | |
7/15/2025 | Family Investment Center Inc. | 36,674 | $3.97M | 0.9% | +2.7% | 0.478% | |
7/15/2025 | Financial Partners Group Inc | 2,629 | $285K | 0.0% | -7.7% | 0.034% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 2,712 | $303K | 0.0% | -4.0% | 0.035% | |
7/9/2025 | Pallas Capital Advisors LLC | 37,319 | $4.04M | 0.2% | +3.7% | 0.480% | |
5/29/2025 | Nova Wealth Management Inc. | 275 | $30K | 0.0% | -28.2% | 0.004% | |
5/21/2025 | McAdam LLC | 2,737 | $299K | 0.0% | -7.6% | 0.036% | |
5/19/2025 | Jane Street Group LLC | 2,478 | $271K | 0.0% | N/A | 0.033% | |
5/16/2025 | Kestra Investment Management LLC | 421,115 | $46.00M | 1.4% | +525.4% | 5.578% | |
5/16/2025 | Integrated Wealth Concepts LLC | 4,288 | $468K | 0.0% | -2.7% | 0.057% | |
5/14/2025 | Quadcap Wealth Management LLC | 2,297 | $251K | 0.0% | -17.9% | 0.030% | |
5/14/2025 | Ally Invest Advisors Inc. | 2,496 | $273K | 0.0% | -4.2% | 0.033% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 59,251 | $6.47M | 0.0% | +5.6% | 0.785% | |
5/14/2025 | Ameriprise Financial Inc. | 1,166,106 | $127.43M | 0.0% | +51.2% | 15.445% | |
5/14/2025 | CW Advisors LLC | 7,876 | $860K | 0.0% | N/A | 0.104% | |
5/14/2025 | Capital Analysts LLC | 8,608 | $940K | 0.0% | +2.2% | 0.114% | |
5/14/2025 | Venture Visionary Partners LLC | 8,696 | $950K | 0.0% | +1.5% | 0.115% | |
5/13/2025 | Cascade Financial Partners LLC | 3,423 | $374K | 0.0% | -17.6% | 0.045% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 50,759 | $5.55M | 0.0% | +230.1% | 0.672% | |
5/13/2025 | Raymond James Financial Inc. | 203,790 | $22.26M | 0.0% | -0.7% | 2.699% | |
5/8/2025 | Collaborative Wealth Managment Inc. | 22,479 | $2.46M | 1.1% | +3.6% | 0.298% | |
5/8/2025 | CAP Partners LLC | 2,302 | $251K | 0.2% | N/A | 0.030% | |
5/7/2025 | Creekside Partners | 5,613 | $613K | 0.3% | -3.2% | 0.074% | |
5/7/2025 | LPL Financial LLC | 608,659 | $66.49M | 0.0% | -1.7% | 8.062% | |
5/6/2025 | Cetera Investment Advisers | 25,653 | $2.80M | 0.0% | -29.6% | 0.340% | |
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5/6/2025 | Avantax Advisory Services Inc. | 8,320 | $909K | 0.0% | -2.9% | 0.110% | |
5/5/2025 | Private Advisor Group LLC | 47,255 | $5.16M | 0.0% | +2.3% | 0.641% | |
5/2/2025 | Kingsview Wealth Management LLC | 35,030 | $3.83M | 0.1% | +17.8% | 0.475% | |
4/30/2025 | Leavell Investment Management Inc. | 16,999 | $1.86M | 0.1% | +3.0% | 0.231% | |
4/30/2025 | Axxcess Wealth Management LLC | 11,845 | $1.29M | 0.0% | +5.8% | 0.161% | |
4/29/2025 | Envestnet Asset Management Inc. | 50,427 | $5.51M | 0.0% | -2.0% | 0.684% | |
4/29/2025 | CoreFirst Bank & Trust | 10,794 | $1.18M | 0.8% | +1.5% | 0.146% | |
4/28/2025 | Strategic Financial Concepts LLC | 9,557 | $1.04M | 0.2% | -3.7% | 0.130% | |
4/24/2025 | Family Investment Center Inc. | 35,699 | $3.90M | 1.0% | +1.6% | 0.484% | |
4/23/2025 | Valmark Advisers Inc. | 2,261 | $247K | 0.0% | +4.8% | 0.031% | |
4/22/2025 | XML Financial LLC | 2,249 | $246K | 0.0% | -19.2% | 0.031% | |
4/22/2025 | FMA Wealth Management LLC | 36,736 | $4.13M | 3.2% | +0.6% | 0.498% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 63,599 | $6.95M | 0.0% | +31.4% | 0.863% | |
4/22/2025 | Crumly & Associates Inc. | 13,723 | $1.50M | 0.4% | -1.4% | 0.186% | |
4/22/2025 | Bonfire Financial | 15,006 | $1.64M | 1.5% | -10.7% | 0.204% | |
4/22/2025 | World Equity Group Inc. | 3,316 | $362K | 0.1% | -45.9% | 0.045% | |
4/21/2025 | Meriwether Wealth & Planning LLC | 3,068 | $335K | 0.2% | +24.7% | 0.042% | |
4/18/2025 | Mayfair Advisory Group LLC | 6,174 | $674K | 0.4% | +172.0% | 0.084% | |
4/18/2025 | Cornerstone Wealth Management LLC | 2,424 | $265K | 0.0% | +19.4% | 0.033% | |
4/17/2025 | Precedent Wealth Partners LLC | 12,439 | $1.36M | 0.4% | +71.1% | 0.169% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 1,908 | $208K | 0.0% | N/A | 0.026% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 2,825 | $309K | 0.0% | +19.3% | 0.038% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 268 | $29K | 0.0% | N/A | 0.004% | |
4/14/2025 | Pallas Capital Advisors LLC | 35,991 | $3.93M | 0.2% | -0.7% | 0.488% | |
4/11/2025 | Horizon Wealth Management LLC | 11,954 | $1.31M | 0.2% | -12.6% | 0.155% | |
4/11/2025 | Insight Advisors LLC PA | 4,431 | $484K | 0.1% | -23.5% | 0.058% | |
4/9/2025 | RFG Advisory LLC | 4,953 | $541K | 0.0% | +7.9% | 0.064% | |
4/9/2025 | Capital Asset Advisory Services LLC | 11,874 | $1.31M | 0.1% | +5.4% | 0.154% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 2,368 | $258K | 0.0% | +5.5% | 0.032% | |
2/24/2025 | Ameriflex Group Inc. | 491 | $55K | 0.0% | N/A | 0.007% | |
2/17/2025 | Cetera Investment Advisers | 36,452 | $3.97M | 0.0% | +9.5% | 0.483% | |
2/17/2025 | Baird Financial Group Inc. | 12,479 | $1.36M | 0.0% | -2.5% | 0.166% | |
2/17/2025 | Bank of America Corp DE | 22,095 | $2.41M | 0.0% | +5.4% | 0.293% | |
2/17/2025 | Ameriprise Financial Inc. | 771,146 | $83.94M | 0.0% | +22.6% | 10.227% | |
2/14/2025 | Capital Analysts LLC | 8,421 | $916K | 0.0% | -4.2% | 0.112% | |
2/14/2025 | Integrated Wealth Concepts LLC | 4,407 | $480K | 0.0% | +8.2% | 0.058% | |
2/14/2025 | Susquehanna International Group LLP | 18,443 | $2.01M | 0.0% | +174.4% | 0.245% | |
2/14/2025 | IHT Wealth Management LLC | 19,894 | $2.17M | 0.1% | +2.9% | 0.264% | |
2/14/2025 | Tower Research Capital LLC TRC | 1,918 | $209K | 0.0% | +6.4% | 0.025% | |
2/13/2025 | Ally Invest Advisors Inc. | 2,606 | $284K | 0.0% | -3.9% | 0.035% | |
2/13/2025 | Mariner LLC | 162,107 | $17.65M | 0.0% | +4.1% | 2.150% | |
2/13/2025 | Raymond James Financial Inc. | 205,314 | $22.35M | 0.0% | N/A | 2.723% | |
2/13/2025 | Envestnet Asset Management Inc. | 51,462 | $5.60M | 0.0% | -21.1% | 0.683% | |
2/13/2025 | Wells Fargo & Company MN | 1,076 | $117K | 0.0% | N/A | 0.014% | |
2/12/2025 | JPMorgan Chase & Co. | 743 | $81K | 0.0% | -11.9% | 0.010% | |
2/11/2025 | CoreFirst Bank & Trust | 10,636 | $1.16M | 0.7% | N/A | 0.141% | |
2/11/2025 | LPL Financial LLC | 619,251 | $67.41M | 0.0% | +4.0% | 8.213% | |
2/10/2025 | Thrivent Financial for Lutherans | 13,261 | $1.53M | 0.0% | -4.3% | 0.176% | |
2/10/2025 | Axxcess Wealth Management LLC | 11,193 | $1.22M | 0.0% | +9.1% | 0.148% | |
2/10/2025 | Collaborative Wealth Managment Inc. | 21,698 | $2.36M | 1.1% | +1.2% | 0.288% | |
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2/7/2025 | Meriwether Wealth & Planning LLC | 2,460 | $268K | 0.2% | N/A | 0.033% | |
2/7/2025 | Larson Financial Group LLC | 305 | $33K | 0.0% | -23.9% | 0.004% | |
2/6/2025 | Raymond James Financial Inc. | 205,314 | $22.35M | 0.0% | N/A | 2.723% | |
2/6/2025 | Triad Wealth Partners LLC | 3,705 | $403K | 0.1% | N/A | 0.049% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 15,378 | $1.67M | 0.0% | N/A | 0.204% | |
2/6/2025 | Jones Financial Companies Lllp | 5,340 | $581K | 0.0% | +794.5% | 0.071% | |
2/4/2025 | Portland Financial Advisors Inc | 3,280 | $357K | 1.0% | N/A | 0.044% | |
2/4/2025 | World Equity Group Inc. | 6,126 | $667K | 0.1% | +100.3% | 0.081% | |
2/4/2025 | Lutz Financial Services LLC | 3,342 | $364K | 0.0% | N/A | 0.044% | |
2/3/2025 | Indie Asset Partners LLC | 4,320 | $470K | 0.4% | +12.3% | 0.057% | |