4/1/2025 | Trust Co of the South | 28,537 | $10.58M | 2.2% | +69.3% | 0.003% | |
4/1/2025 | MassMutual Private Wealth & Trust FSB | 362 | $134K | 0.0% | -68.1% | 0.000% | |
3/27/2025 | Milestone Asset Management Group LLC | 1,268 | $521K | 0.5% | N/A | 0.000% | |
3/24/2025 | Wellington Management Group LLP | 26,665 | $10.94M | 0.0% | -39.2% | 0.003% | |
3/24/2025 | Mascagni Wealth Management Inc. | 2,706 | $1.11M | 1.0% | N/A | 0.000% | |
3/21/2025 | Prostatis Group LLC | 24,943 | $10.24M | 3.0% | +0.3% | 0.003% | |
3/21/2025 | Nestegg Advisors Inc. | 8,805 | $3.64M | 3.7% | N/A | 0.001% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 538,222 | $220.91M | 0.4% | +0.6% | 0.054% | |
3/17/2025 | NorthCrest Asset Manangement LLC | 3,167 | $1.30M | 0.0% | +6.9% | 0.000% | |
3/17/2025 | Members Wealth LLC | 1,211 | $510K | 0.4% | N/A | 0.000% | |
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3/13/2025 | Silver Oak Wealth Advisors Services LLC | 726 | $298K | 0.3% | N/A | 0.000% | |
3/12/2025 | Centaurus Financial Inc. | 12,540 | $5.15M | 0.3% | +8.4% | 0.001% | |
3/11/2025 | Campbell Deegan Wealth Management LLC | 16,385 | $6.73M | 8.1% | N/A | 0.002% | |
3/7/2025 | Bannerman Wealth Management Group LLC | 1,820 | $747K | 0.6% | N/A | 0.000% | |
3/6/2025 | Copia Wealth Management | 1,061 | $436K | 0.4% | N/A | 0.000% | |
3/6/2025 | Arcadia Wealth Management Inc. | 580 | $238K | 0.2% | N/A | 0.000% | |
3/6/2025 | TFR Capital LLC. | 845 | $347K | 0.2% | N/A | 0.000% | |
3/5/2025 | Financial Insights Inc. | 40,744 | $16.72M | 6.5% | -7.5% | 0.004% | |
3/5/2025 | Probity Advisors Inc. | 9,418 | $3.87M | 0.7% | -3.6% | 0.001% | |
3/3/2025 | American Investment Services Inc. | 105,468 | $43.29M | 7.5% | -2.1% | 0.011% | |
2/28/2025 | BridgePort Financial Solutions LLC | 9,983 | $3.98M | 1.8% | N/A | 0.001% | |
2/28/2025 | Park Square Financial Group LLC | 5,645 | $2.32M | 1.6% | N/A | 0.001% | |
2/28/2025 | Menard Financial Group LLC | 206 | $85K | 0.1% | N/A | 0.000% | |
2/28/2025 | Brooklyn FI LLC | 24,663 | $9.95M | 1.6% | N/A | 0.003% | |
2/27/2025 | REAP Financial Group LLC | 37,823 | $15.52M | 3.9% | -1.2% | 0.004% | |
2/27/2025 | Landaas & Co. WI ADV | 1,409 | $578K | 0.2% | -1.7% | 0.000% | |
2/27/2025 | Bernard Wealth Management Corp. | 269 | $110K | 0.1% | N/A | 0.000% | |
2/27/2025 | XY Planning Network Inc. | 10,718 | $4.40M | 3.3% | N/A | 0.001% | |
2/27/2025 | Carolinas Wealth Consulting LLC | 5,233 | $2.15M | 0.4% | +0.6% | 0.001% | |
2/26/2025 | Advisor Resource Council | 1,445 | $593K | 0.4% | N/A | 0.000% | |
2/25/2025 | Heck Capital Advisors LLC | 718 | $295K | 0.0% | N/A | 0.000% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 144,249 | $59.21M | 1.9% | -28.0% | 0.042% | |
2/25/2025 | Armis Advisers LLC | 45,515 | $18.68M | 2.3% | N/A | 0.013% | |
2/25/2025 | Integrated Advisors Network LLC | 8,382 | $3.44M | 0.2% | -2.6% | 0.002% | |
2/25/2025 | Garde Capital Inc. | 477,676 | $196.06M | 12.9% | -1.4% | 0.139% | |
2/24/2025 | Liberty Square Wealth Partners LLC | 1,166 | $499K | 0.2% | N/A | 0.000% | |
2/24/2025 | Great Valley Advisor Group Inc. | 69,267 | $28.43M | 0.6% | +0.5% | 0.020% | |
2/24/2025 | Ameriflex Group Inc. | 965 | $404K | 0.2% | N/A | 0.000% | |
2/24/2025 | United Advisor Group LLC | 6,990 | $2.87M | 0.6% | +7.5% | 0.002% | |
2/22/2025 | American Trust | 3,446 | $1.41M | 0.1% | +2.5% | 0.001% | |
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2/21/2025 | Ascent Group LLC | 28,465 | $11.68M | 0.9% | -14.4% | 0.008% | |
2/21/2025 | WNY Asset Management LLC | 1,814 | $744K | 0.1% | -67.9% | 0.001% | |
2/21/2025 | Putney Financial Group LLC | 90 | $37K | 0.0% | N/A | 0.000% | |
2/21/2025 | Vermillion Wealth Management Inc. | 734 | $301K | 0.2% | N/A | 0.000% | |
2/20/2025 | Wealth Management Strategies Inc. | 59,668 | $24.49M | 18.8% | N/A | 0.017% | |
2/20/2025 | Michels Family Financial LLC | 2,919 | $1.20M | 1.1% | N/A | 0.001% | |
2/20/2025 | Westfuller Advisors LLC | 13,938 | $5.72M | 3.6% | +1,071.3% | 0.004% | |
2/20/2025 | Peak Retirement Planning Inc. | 9,692 | $3.99M | 2.7% | N/A | 0.003% | |
2/20/2025 | Drucker Wealth 3.0 LLC | 22,556 | $9.26M | 2.1% | -0.6% | 0.007% | |
2/19/2025 | Orin Green Financial LLC | 4,899 | $2.01M | 0.9% | -4.7% | 0.001% | |
2/19/2025 | ARQ Wealth Advisors LLC | 3,749 | $1.54M | 0.6% | -0.8% | 0.001% | |
2/19/2025 | Toronto Dominion Bank | 106 | $44K | 0.0% | N/A | 0.000% | |
2/19/2025 | Richmond Investment Services LLC | 7,504 | $3.08M | 1.7% | N/A | 0.002% | |
2/19/2025 | Columbia River Financial Group LLC | 27,078 | $11.11M | 7.6% | N/A | 0.008% | |
2/19/2025 | Invst LLC | 6,840 | $2.81M | 0.3% | +0.6% | 0.002% | |
2/19/2025 | Pinney & Scofield Inc. | 1,328 | $545K | 0.4% | N/A | 0.000% | |
2/19/2025 | Parr Mcknight Wealth Management Group LLC | 2,692 | $1.11M | 0.2% | N/A | 0.001% | |
2/18/2025 | Wick Capital Partners LLC | 5,166 | $2.12M | 0.6% | +13.9% | 0.001% | |
2/18/2025 | Western Wealth Management LLC | 3,004 | $1.23M | 0.4% | -80.5% | 0.001% | |
2/18/2025 | Strait & Sound Wealth Management LLC | 4,151 | $1.70M | 0.8% | -4.2% | 0.001% | |
2/18/2025 | Helium Advisors LLC | 1,433 | $588K | 0.5% | N/A | 0.000% | |
2/18/2025 | Sunbelt Securities Inc. | 4,537 | $1.88M | 0.2% | -15.9% | 0.001% | |
2/18/2025 | Fourth Dimension Wealth LLC | 20,731 | $8.51M | 4.4% | N/A | 0.006% | |
2/18/2025 | Stonebridge Financial Planning Group LLC | 6,849 | $2.81M | 1.3% | +3.1% | 0.002% | |
2/18/2025 | Vise Technologies Inc. | 6,911 | $2.84M | 0.2% | -1.5% | 0.002% | |
2/18/2025 | Retirement Planning Group LLC | 53,530 | $21.97M | 1.1% | -7.2% | 0.016% | |
2/18/2025 | Navalign LLC | 1,832 | $752K | 0.2% | -3.1% | 0.001% | |
2/18/2025 | Headinvest LLC | 2,082 | $855K | 0.2% | -8.4% | 0.001% | |
2/18/2025 | Investmark Advisory Group LLC | 2,401 | $986K | 0.5% | +1.5% | 0.001% | |
2/18/2025 | City National Bank of Florida MSD | 575 | $236K | 0.2% | N/A | 0.000% | |
2/18/2025 | JT Stratford LLC | 6,384 | $2.62M | 0.4% | +2.0% | 0.002% | |
2/18/2025 | Cornerstone Advisory LLC | 27,146 | $11.61M | 1.3% | +80.4% | 0.008% | |
2/18/2025 | Highview Capital Management LLC DE | 713 | $293K | 0.1% | N/A | 0.000% | |
2/18/2025 | Legacy Financial Group Inc. | 77,375 | $31.76M | 10.2% | +0.3% | 0.022% | |
2/18/2025 | Mosaic Family Wealth Partners LLC | 306,687 | $125.88M | 18.2% | +2.2% | 0.089% | |
2/18/2025 | Harmony Asset Management LLC | 1,915 | $786K | 0.3% | -4.1% | 0.001% | |
2/18/2025 | 49 Wealth Management LLC | 855 | $351K | 0.1% | +24.8% | 0.000% | |
2/18/2025 | Orion Capital Management LLC | 127 | $52K | 0.0% | N/A | 0.000% | |
2/18/2025 | McIlrath & Eck LLC | 155,451 | $63.80M | 8.1% | +1.2% | 0.045% | |
2/18/2025 | Novak & Powell Financial Services Inc. | 27,103 | $11.12M | 6.6% | -6.4% | 0.008% | |
2/18/2025 | Novem Group | 30,414 | $12.48M | 1.8% | N/A | 0.009% | |
2/18/2025 | MidWestOne Financial Group Inc. | 1,552 | $637K | 0.1% | +20.2% | 0.000% | |
2/18/2025 | Taylor Hoffman Capital Management LLC | 4,727 | $1.94M | 0.7% | -2.6% | 0.001% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 37,397 | $15.35M | 0.3% | +8.4% | 0.011% | |
2/18/2025 | First Heartland Consultants Inc. | 36,369 | $14.93M | 1.5% | -30.4% | 0.011% | |
2/18/2025 | Continuum Advisory LLC | 6,623 | $2.72M | 0.3% | +4.1% | 0.002% | |
2/18/2025 | NCM Capital Management LLC | 14,001 | $5.75M | 2.6% | +2.9% | 0.004% | |
2/18/2025 | Glen Eagle Advisors LLC | 16,008 | $6.57M | 1.1% | +9.9% | 0.005% | |
2/18/2025 | White Knight Strategic Wealth Advisors LLC | 8,582 | $3.52M | 1.5% | +82.4% | 0.002% | |
2/18/2025 | Mpwm Advisory Solutions LLC | 96 | $39K | 0.0% | N/A | 0.000% | |
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2/18/2025 | Talisman Wealth Advisors LLC | 2,292 | $941K | 1.0% | -6.1% | 0.001% | |
2/18/2025 | Delta Investment Management LLC | 594 | $244K | 0.0% | N/A | 0.000% | |
2/17/2025 | Waverly Advisors LLC | 636,852 | $261.39M | 4.0% | +3.7% | 0.185% | |
2/17/2025 | Willis Johnson & Associates Inc. | 16,660 | $6.84M | 0.5% | -3.4% | 0.005% | |
2/17/2025 | Vident Advisory LLC | 3,030 | $1.24M | 0.0% | N/A | 0.001% | |
2/17/2025 | Visionary Wealth Advisors | 19,902 | $8.17M | 0.5% | -4.3% | 0.006% | |
2/17/2025 | Squarepoint Ops LLC | 3,432 | $1.41M | 0.0% | N/A | 0.001% | |
2/17/2025 | St. Clair Advisors LLC | 1,339 | $550K | 0.2% | N/A | 0.000% | |
2/17/2025 | Two Sigma Investments LP | 864,300 | $354.74M | 0.8% | +105.0% | 0.251% | |
2/17/2025 | Tidal Investments LLC | 5,631 | $2.31M | 0.0% | +7.8% | 0.002% | |