3/25/2025 | Higgins & Schmidt Wealth Strategies LLC | 60,325 | $2.32M | 1.4% | -58.0% | 0.023% | |
3/24/2025 | Mascagni Wealth Management Inc. | 6,340 | $243K | 0.2% | N/A | 0.002% | |
3/19/2025 | Northeast Planning Associates INC. NH | 16,607 | $637K | 0.7% | N/A | 0.006% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 1,024,841 | $39.32M | 0.1% | -3.5% | 0.388% | |
3/14/2025 | Leicht Financial Planning & Wealth Management Inc. | 125,412 | $4.81M | 2.5% | -0.6% | 0.047% | |
3/6/2025 | Copia Wealth Management | 3,805 | $146K | 0.1% | N/A | 0.001% | |
3/5/2025 | Financial Insights Inc. | 151,762 | $5.82M | 2.3% | -14.3% | 0.058% | |
3/5/2025 | Probity Advisors Inc. | 123,711 | $4.75M | 0.9% | -4.7% | 0.047% | |
3/4/2025 | Comprehensive Money Management Services LLC | 29,695 | $1.14M | 0.9% | N/A | 0.011% | |
3/3/2025 | American Investment Services Inc. | 20,156 | $773K | 0.1% | +1.6% | 0.008% | |
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3/3/2025 | Forthright Family Wealth Advisory LLC | 63,487 | $2.44M | 1.6% | -6.5% | 0.024% | |
2/28/2025 | Brooklyn FI LLC | 108,999 | $4.18M | 0.7% | +12.7% | 0.042% | |
2/27/2025 | Bernard Wealth Management Corp. | 1,431 | $50K | 0.0% | N/A | 0.001% | |
2/27/2025 | XY Planning Network Inc. | 11,451 | $439K | 0.3% | N/A | 0.004% | |
2/27/2025 | Pinnacle Wealth Planning Services Inc. | 90,703 | $3.48M | 0.5% | -1.7% | 0.035% | |
2/26/2025 | Advisor Resource Council | 6,894 | $265K | 0.2% | -59.2% | 0.003% | |
2/25/2025 | Armis Advisers LLC | 10,821 | $415K | 0.1% | N/A | 0.004% | |
2/24/2025 | Great Valley Advisor Group Inc. | 173,922 | $6.67M | 0.1% | +13.9% | 0.067% | |
2/24/2025 | Ameriflex Group Inc. | 3,895 | $151K | 0.1% | N/A | 0.001% | |
2/21/2025 | Ascent Group LLC | 58,808 | $2.26M | 0.2% | -14.6% | 0.025% | |
2/20/2025 | Westfuller Advisors LLC | 39,088 | $1.50M | 1.0% | +5.4% | 0.016% | |
2/20/2025 | Revisor Wealth Management LLC | 73,253 | $2.82M | 2.6% | -26.7% | 0.031% | |
2/19/2025 | Orin Green Financial LLC | 22,841 | $876K | 0.4% | -3.2% | 0.010% | |
2/19/2025 | ARQ Wealth Advisors LLC | 97,640 | $3.75M | 1.4% | -16.9% | 0.041% | |
2/19/2025 | Three Cord True Wealth Management LLC | 20,803 | $798K | 0.7% | N/A | 0.009% | |
2/19/2025 | Formidable Asset Management LLC | 13,208 | $507K | 0.1% | +96.6% | 0.006% | |
2/19/2025 | North Star Asset Management Inc. | 52,334 | $2.01M | 0.1% | +6.2% | 0.022% | |
2/19/2025 | WCG Wealth Advisors LLC | 444,332 | $17.05M | 1.1% | +0.9% | 0.187% | |
2/18/2025 | Western Wealth Management LLC | 22,879 | $878K | 0.3% | -67.8% | 0.010% | |
2/18/2025 | Vise Technologies Inc. | 13,247 | $508K | 0.0% | -8.3% | 0.006% | |
2/18/2025 | JDM Financial Group LLC | 183,168 | $7.03M | 3.7% | +16.7% | 0.077% | |
2/18/2025 | Novem Group | 32,180 | $1.24M | 0.2% | N/A | 0.014% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 63,415 | $2.43M | 0.0% | -5.0% | 0.027% | |
2/18/2025 | Continuum Advisory LLC | 87,960 | $3.38M | 0.4% | +2.1% | 0.037% | |
2/17/2025 | Vista Investment Management | 91,149 | $3.50M | 1.3% | +0.6% | 0.038% | |
2/17/2025 | Waverly Advisors LLC | 144,229 | $5.53M | 0.1% | +1.7% | 0.061% | |
2/17/2025 | Vivaldi Capital Management LP | 43,296 | $1.66M | 0.3% | -0.7% | 0.018% | |
2/17/2025 | Tidal Investments LLC | 341,804 | $13.12M | 0.1% | +6.5% | 0.144% | |
2/17/2025 | Stadion Money Management LLC | 1,769,660 | $67.90M | 5.3% | -1.3% | 0.745% | |
2/17/2025 | Second Line Capital LLC | 216,101 | $8.29M | 2.2% | +1.5% | 0.091% | |
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2/17/2025 | Snowden Capital Advisors LLC | 58,306 | $2.24M | 0.1% | +2.2% | 0.025% | |
2/17/2025 | Royal Bank of Canada | 1,097,891 | $42.13M | 0.0% | +11.7% | 0.462% | |
2/17/2025 | Redwood Financial Network Corp | 11,924 | $458K | 0.3% | -3.6% | 0.005% | |
2/17/2025 | Pathstone Holdings LLC | 808,126 | $31.01M | 0.1% | +0.7% | 0.340% | |
2/17/2025 | Obsidian Personal Planning Solutions LLC | 142,746 | $5.53M | 2.7% | +6.5% | 0.060% | |
2/17/2025 | Guardian Wealth Advisors LLC NC | 5,140 | $197K | 0.0% | N/A | 0.002% | |
2/17/2025 | Focus Partners Wealth | 1,861,650 | $71.43M | 0.2% | +32.5% | 0.784% | |
2/17/2025 | Diligent Investors LLC | 49,752 | $1.91M | 0.4% | +3.4% | 0.021% | |
2/17/2025 | EP Wealth Advisors LLC | 34,966 | $1.34M | 0.0% | +59.3% | 0.015% | |
2/17/2025 | CoreCap Advisors LLC | 10,088 | $387K | 0.0% | -7.3% | 0.004% | |
2/17/2025 | Cresset Asset Management LLC | 7,467 | $286K | 0.0% | -48.6% | 0.003% | |
2/17/2025 | Cetera Investment Advisers | 1,639,953 | $62.93M | 0.1% | +11.5% | 0.691% | |
2/17/2025 | Captrust Financial Advisors | 33,451 | $1.28M | 0.0% | +2.6% | 0.014% | |
2/17/2025 | Cary Street Partners Financial LLC | 3,001 | $115K | 0.0% | N/A | 0.001% | |
2/17/2025 | Bank of America Corp DE | 2,956,916 | $113.46M | 0.0% | +33.5% | 1.246% | |
2/17/2025 | Benjamin Edwards Inc. | 23,921 | $918K | 0.0% | +37.4% | 0.010% | |
2/17/2025 | BIP Wealth LLC | 94,909 | $3.64M | 0.2% | -4.0% | 0.040% | |
2/17/2025 | Ameriprise Financial Inc. | 5,027,304 | $192.97M | 0.0% | +6.7% | 2.118% | |
2/17/2025 | Aptus Capital Advisors LLC | 1,895,200 | $72.72M | 0.8% | +13.0% | 0.798% | |
2/17/2025 | 4WEALTH Advisors Inc. | 8,698 | $334K | 0.3% | N/A | 0.004% | |
2/17/2025 | Acorn Financial Advisory Services Inc. ADV | 61,670 | $2.37M | 0.4% | -11.1% | 0.026% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 27,960 | $1.07M | 0.0% | -48.4% | 0.012% | |
2/14/2025 | Rehmann Capital Advisory Group | 15,452 | $593K | 0.0% | +2.5% | 0.007% | |
2/14/2025 | Triumph Capital Management | 19,774 | $759K | 0.3% | -7.3% | 0.008% | |
2/14/2025 | Comerica Bank | 141,437 | $5.43M | 0.0% | +59.0% | 0.060% | |
2/14/2025 | Valley Financial Group Inc. | 16,512 | $634K | 0.4% | -1.7% | 0.007% | |
2/14/2025 | Northern Trust Corp | 8,648 | $332K | 0.0% | +16.1% | 0.004% | |
2/14/2025 | Beacon Pointe Advisors LLC | 547,524 | $21.01M | 0.2% | -3.9% | 0.231% | |
2/14/2025 | Tudor Investment Corp ET AL | 59,728 | $2.29M | 0.0% | N/A | 0.025% | |
2/14/2025 | Betterment LLC | 734,875 | $28.20M | 0.1% | +25.5% | 0.310% | |
2/14/2025 | Leslie Global Wealth LLC | 59,648 | $2.29M | 1.1% | -4.0% | 0.025% | |
2/14/2025 | Rinkey Investments | 140,528 | $5.39M | 1.7% | -37.1% | 0.059% | |
2/14/2025 | Eight 31 Financial LLC | 9,496 | $364K | 0.3% | -6.4% | 0.004% | |
2/14/2025 | Capital Analysts LLC | 131,550 | $5.05M | 0.2% | -0.7% | 0.055% | |
2/14/2025 | Knightsbridge Asset Management LLC | 420,136 | $16.12M | 3.7% | +3.5% | 0.177% | |
2/14/2025 | Two Sigma Securities LLC | 20,621 | $791K | 0.1% | -50.0% | 0.009% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 5,316 | $204K | 0.0% | N/A | 0.002% | |
2/14/2025 | Integrated Wealth Concepts LLC | 141,926 | $5.45M | 0.1% | +7.6% | 0.060% | |
2/14/2025 | Coppell Advisory Solutions LLC | 15,016 | $578K | 0.1% | -14.8% | 0.006% | |
2/14/2025 | IHT Wealth Management LLC | 130,603 | $5.01M | 0.2% | -33.9% | 0.055% | |
2/14/2025 | Canal Capital Management LLC | 8,175 | $314K | 0.1% | +3.7% | 0.003% | |
2/14/2025 | Stifel Financial Corp | 76,998 | $2.95M | 0.0% | +19.3% | 0.032% | |
2/14/2025 | OneDigital Investment Advisors LLC | 28,010 | $1.08M | 0.0% | -37.7% | 0.012% | |
2/14/2025 | Strategic Financial Planning Inc. | 43,145 | $1.66M | 1.1% | -0.8% | 0.018% | |
2/14/2025 | Transce3nd LLC | 3,306 | $127K | 0.0% | N/A | 0.001% | |
2/14/2025 | MML Investors Services LLC | 757,157 | $29.05M | 0.1% | +5.9% | 0.319% | |
2/14/2025 | First Trust Advisors LP | 11,182 | $429K | 0.0% | N/A | 0.005% | |
2/14/2025 | Freedom Investment Management Inc. | 7,311 | $281K | 0.0% | -6.0% | 0.003% | |
2/14/2025 | GeoWealth Management LLC | 969,628 | $37.21M | 1.2% | -10.4% | 0.408% | |
2/13/2025 | Tobias Financial Advisors Inc. | 48,989 | $1.88M | 0.4% | -3.6% | 0.021% | |
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2/13/2025 | Global Endowment Management LP | 19,229 | $738K | 0.1% | N/A | 0.008% | |
2/13/2025 | Greenwood Gearhart Inc. | 51,109 | $1.96M | 0.1% | N/A | 0.022% | |
2/13/2025 | MSH Capital Advisors LLC | 5,418 | $208K | 0.1% | N/A | 0.002% | |
2/13/2025 | NewEdge Advisors LLC | 713,240 | $27.37M | 0.2% | +22.8% | 0.300% | |
2/13/2025 | Stonehaven Wealth & Tax Solutions LLC | 73,789 | $2.83M | 3.1% | N/A | 0.031% | |
2/13/2025 | United Capital Financial Advisors LLC | 171,797 | $6.59M | 0.1% | -4.1% | 0.072% | |
2/13/2025 | XTX Topco Ltd | 5,559 | $213K | 0.0% | N/A | 0.002% | |
2/13/2025 | Strategies Wealth Advisors LLC | 12,587 | $498K | 0.1% | -32.1% | 0.005% | |
2/13/2025 | Belpointe Asset Management LLC | 20,701 | $799K | 0.0% | +2.9% | 0.009% | |
2/13/2025 | CreativeOne Wealth LLC | 97,642 | $3.75M | 0.1% | +14.2% | 0.041% | |