4/15/2025 | GPS Wealth Strategies Group LLC | 39,609 | $1.61M | 0.2% | -12.5% | 0.015% | |
4/15/2025 | Collier Financial | 156,474 | $6.38M | 5.4% | +2,316.6% | 0.059% | |
4/15/2025 | Prairie Sky Financial Group LLC | 44,793 | $1.83M | 1.1% | -1.5% | 0.017% | |
4/14/2025 | Farther Finance Advisors LLC | 115,145 | $4.71M | 0.1% | +73.7% | 0.043% | |
4/14/2025 | Sherman Asset Management Inc. | 64,974 | $2.65M | 2.5% | +9.0% | 0.024% | |
4/11/2025 | Hudson Valley Investment Advisors Inc. ADV | 118,858 | $4.85M | 0.6% | +10.2% | 0.044% | |
4/11/2025 | Butensky & Cohen Financial Security Inc. | 14,558 | $593K | 0.2% | +2.5% | 0.005% | |
4/9/2025 | ST Germain D J Co. Inc. | 471,224 | $19.21M | 0.9% | +9.1% | 0.176% | |
4/9/2025 | International City Management Association Retirement Corp | 161,660 | $6.59M | 3.7% | N/A | 0.060% | |
4/9/2025 | Harbor Investment Advisory LLC | 9,405 | $383K | 0.0% | -47.3% | 0.004% | |
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4/9/2025 | NBC Securities Inc. | 5,384 | $219K | 0.0% | +107,580.0% | 0.002% | |
4/8/2025 | Fifth Third Wealth Advisors LLC | 43,055 | $1.76M | 0.1% | +146.7% | 0.016% | |
4/8/2025 | Global Financial Private Client LLC | 11,937 | $487K | 0.2% | -36.8% | 0.004% | |
4/8/2025 | Parallel Advisors LLC | 1,364 | $56K | 0.0% | +2,931.1% | 0.001% | |
4/7/2025 | Summit Global Investments | 56,741 | $2.31M | 0.2% | N/A | 0.021% | |
4/7/2025 | GAMMA Investing LLC | 61,058 | $2.49M | 0.0% | +3,976.0% | 0.023% | |
4/7/2025 | AdvisorNet Financial Inc | 40,191 | $1.64M | 0.1% | -1.1% | 0.015% | |
3/24/2025 | Mascagni Wealth Management Inc. | 5,713 | $257K | 0.2% | N/A | 0.002% | |
3/6/2025 | Copia Wealth Management | 605 | $27K | 0.0% | N/A | 0.000% | |
3/6/2025 | Elite Financial Inc. | 9,593 | $430K | 0.2% | N/A | 0.003% | |
2/27/2025 | Pinnacle Wealth Planning Services Inc. | 1,511,771 | $67.91M | 10.2% | +0.2% | 0.551% | |
2/24/2025 | Ameriflex Group Inc. | 1,438 | $66K | 0.0% | N/A | 0.001% | |
2/22/2025 | American Trust | 15,418 | $693K | 0.1% | +32.8% | 0.006% | |
2/19/2025 | Columbia River Financial Group LLC | 14,088 | $632K | 0.4% | N/A | 0.006% | |
2/19/2025 | North Star Asset Management Inc. | 239,461 | $10.76M | 0.5% | -16.0% | 0.097% | |
2/18/2025 | Fourth Dimension Wealth LLC | 14,228 | $690K | 0.4% | N/A | 0.006% | |
2/18/2025 | 49 Wealth Management LLC | 890,902 | $40.02M | 5.7% | +26.2% | 0.363% | |
2/17/2025 | Strategic Wealth Partners Ltd. | 118,509 | $5.42M | 0.5% | -8.1% | 0.048% | |
2/17/2025 | Sentinus LLC | 38,488 | $1.73M | 0.5% | +125.6% | 0.016% | |
2/17/2025 | Captrust Financial Advisors | 64,743 | $2.91M | 0.0% | +18.1% | 0.026% | |
2/17/2025 | Cary Street Partners Financial LLC | 638,863 | $28.70M | 0.9% | N/A | 0.260% | |
2/17/2025 | Baird Financial Group Inc. | 131,859 | $5.92M | 0.0% | +7.3% | 0.054% | |
2/17/2025 | BIP Wealth LLC | 22,108 | $993K | 0.1% | +11.1% | 0.009% | |
2/17/2025 | Ameriprise Financial Inc. | 5,264,118 | $236.45M | 0.1% | +1.3% | 2.143% | |
2/14/2025 | Headland Capital LLC | 152,816 | $6.86M | 2.4% | N/A | 0.062% | |
2/14/2025 | Betterment LLC | 16,163,720 | $726.07M | 1.7% | +4.5% | 6.580% | |
2/14/2025 | Integrated Wealth Concepts LLC | 480,983 | $21.61M | 0.3% | +0.4% | 0.196% | |
2/14/2025 | Syon Capital LLC | 50,728 | $2.28M | 0.2% | +11.5% | 0.021% | |
2/14/2025 | Beck Capital Management LLC | 141,323 | $6.35M | 1.7% | +119.2% | 0.058% | |
2/14/2025 | IHT Wealth Management LLC | 403,001 | $18.10M | 0.6% | +2.4% | 0.164% | |
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2/14/2025 | Strategic Financial Planning Inc. | 102,078 | $4.59M | 3.1% | -0.2% | 0.042% | |
2/14/2025 | Alexis Investment Partners LLC | 6,696 | $301K | 0.1% | N/A | 0.003% | |
2/13/2025 | United Capital Financial Advisors LLC | 40,815 | $1.83M | 0.0% | +187.9% | 0.017% | |
2/13/2025 | Keystone Financial Group | 5,905 | $265K | 0.0% | N/A | 0.002% | |
2/13/2025 | Jaffetilchin Investment Partners LLC | 57,978 | $2.60M | 0.2% | +1.5% | 0.024% | |
2/13/2025 | Oarsman Capital Inc. | 300,881 | $13.52M | 2.4% | +12.5% | 0.122% | |
2/12/2025 | Fund Evaluation Group LLC | 2,571,285 | $115.50M | 5.4% | +5,688.7% | 1.047% | |
2/12/2025 | Charter Research & Investment Group Inc. | 6,980 | $314K | 0.2% | +5.8% | 0.003% | |
2/12/2025 | RiverFront Investment Group LLC | 22,285 | $1.00M | 0.0% | -41.1% | 0.009% | |
2/12/2025 | JPMorgan Chase & Co. | 1,565,420 | $70.32M | 0.0% | +21.0% | 0.637% | |
2/12/2025 | Graney & King LLC | 10,475 | $471K | 0.4% | N/A | 0.004% | |
2/11/2025 | M Holdings Securities Inc. | 3,271 | $147K | 0.1% | -95.5% | 0.001% | |
2/11/2025 | Cyrus J. Lawrence LLC | 1,947 | $87K | 0.0% | N/A | 0.001% | |
2/11/2025 | TD Private Client Wealth LLC | 3,796 | $171K | 0.0% | -12.8% | 0.002% | |
2/11/2025 | Goodman Financial Corp | 68,400 | $3.07M | 0.7% | -8.7% | 0.028% | |
2/11/2025 | Whittier Trust Co. | 2,329 | $105K | 0.0% | -13.7% | 0.001% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 4,058 | $182K | 0.0% | -43.9% | 0.002% | |
2/10/2025 | Eldridge Investment Advisors Inc. | 25,347 | $1.14M | 0.3% | -6.8% | 0.010% | |
2/10/2025 | Tidemark LLC | 24,564 | $1.10M | 0.4% | -3.4% | 0.010% | |
2/10/2025 | Hughes Financial Services LLC | 611,304 | $27.46M | 5.6% | N/A | 0.249% | |
2/10/2025 | IAG Wealth Partners LLC | 106,412 | $4.78M | 0.8% | -0.4% | 0.043% | |
2/10/2025 | Farther Finance Advisors LLC | 66,296 | $2.98M | 0.1% | +5.6% | 0.027% | |
2/10/2025 | EverSource Wealth Advisors LLC | 8,992 | $404K | 0.0% | +41.4% | 0.004% | |
2/6/2025 | Pinnacle Wealth Planning Services Inc. | 1,511,771 | $67.91M | 1.5% | +0.2% | 0.615% | |
2/6/2025 | One Capital Management LLC | 5,914 | $266K | 0.0% | -26.3% | 0.002% | |
2/6/2025 | Cullen Frost Bankers Inc. | 13,135 | $590K | 0.0% | +2.9% | 0.005% | |
2/6/2025 | Synergy Investment Management LLC | 58,938 | $2.65M | 1.1% | N/A | 0.024% | |
2/6/2025 | Jones Financial Companies Lllp | 12,579 | $565K | 0.0% | +297.7% | 0.005% | |
2/5/2025 | Kohmann Bosshard Financial Services LLC | 39,755 | $1.79M | 0.2% | -4.4% | 0.016% | |
2/5/2025 | Sherman Asset Management Inc. | 59,602 | $2.68M | 2.4% | N/A | 0.024% | |
2/5/2025 | Fisher Asset Management LLC | 12,595 | $566K | 0.0% | N/A | 0.005% | |
2/5/2025 | SVB Wealth LLC | 4,950 | $222K | 0.0% | N/A | 0.002% | |
2/5/2025 | Private Trust Co. NA | 52,601 | $2.36M | 0.2% | +6.7% | 0.021% | |
2/5/2025 | Financial Security Advisor Inc. | 355,782 | $15.98M | 4.1% | -19.6% | 0.145% | |
2/5/2025 | Sentinel Trust Co. LBA | 6,539 | $294K | 0.0% | -24.8% | 0.003% | |
2/5/2025 | First Command Advisory Services Inc. | 478,214 | $21.48M | 0.2% | +11.4% | 0.195% | |
2/5/2025 | Magnolia Private Wealth LLC | 7,350 | $330K | 0.2% | N/A | 0.003% | |
2/4/2025 | Sterling Investment Advisors Ltd. | 74,640 | $3.35M | 0.8% | +0.9% | 0.030% | |
2/4/2025 | Exchange Capital Management Inc. | 153,323 | $6.89M | 1.1% | +19.6% | 0.062% | |
2/4/2025 | Bank of New York Mellon Corp | 121,698 | $5.47M | 0.0% | +1.2% | 0.050% | |
2/4/2025 | Mengis Capital Management Inc. | 8,998 | $404K | 0.1% | +35.5% | 0.004% | |
2/4/2025 | Edge Capital Group LLC | 24,214 | $1.09M | 0.1% | +4.4% | 0.010% | |
2/4/2025 | Crestwood Advisors Group LLC | 2,199,309 | $98.79M | 1.9% | +0.7% | 0.895% | |
2/4/2025 | Abound Financial LLC | 532,819 | $23.93M | 12.1% | N/A | 0.217% | |
2/3/2025 | Transcend Capital Advisors LLC | 52,890 | $2.38M | 0.2% | -1.1% | 0.022% | |
1/30/2025 | Spinnaker Trust | 834,656 | $37.49M | 2.4% | +7.1% | 0.340% | |
1/30/2025 | Valeo Financial Advisors LLC | 257,051 | $11.55M | 0.3% | -4.9% | 0.105% | |
1/30/2025 | Vicus Capital | 8,823 | $396K | 0.0% | +7.2% | 0.004% | |
1/29/2025 | AIFG Consultants Ltd. | 6,722 | $302K | 0.5% | -9.7% | 0.003% | |
1/29/2025 | Collier Financial | 6,475 | $291K | 0.3% | N/A | 0.003% | |
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1/29/2025 | Arlington Trust Co LLC | 4,736 | $213K | 0.0% | -6.7% | 0.002% | |
1/28/2025 | Moloney Securities Asset Management LLC | 8,854 | $398K | 0.1% | -20.3% | 0.004% | |
1/28/2025 | Golden State Wealth Management LLC | 53,611 | $2.41M | 0.4% | N/A | 0.022% | |
1/28/2025 | Sumitomo Mitsui Trust Group Inc. | 67,100 | $3.01M | 0.0% | N/A | 0.027% | |
1/24/2025 | GPS Wealth Strategies Group LLC | 45,291 | $2.03M | 0.3% | +5.8% | 0.018% | |
1/24/2025 | Richardson Financial Services Inc. | 28,649 | $1.29M | 0.9% | -13.6% | 0.012% | |
1/23/2025 | SOL Capital Management CO | 23,094 | $1.04M | 0.1% | +4.2% | 0.009% | |
1/23/2025 | RVW Wealth LLC | 248,705 | $11.17M | 1.0% | -3.2% | 0.101% | |
1/23/2025 | Crews Bank & Trust | 603,516 | $27.11M | 4.6% | N/A | 0.246% | |
1/23/2025 | OLD Second National Bank of Aurora | 10,494 | $471K | 0.1% | +7.4% | 0.004% | |