4/23/2025 | Sequoia Financial Advisors LLC | 77,491 | $15.30M | 0.1% | +1,976.9% | 0.079% | |
4/23/2025 | Terra Nova Asset Management LLC | 9,481 | $1.87M | 1.5% | -40.3% | 0.010% | |
4/23/2025 | Pure Financial Advisors LLC | 4,584 | $905K | 0.0% | +13.4% | 0.005% | |
4/23/2025 | Phillips Wealth Planners LLC | 3,539 | $671K | 0.7% | +8.0% | 0.004% | |
4/23/2025 | Perigon Wealth Management LLC | 5,164 | $1.02M | 0.0% | +2.0% | 0.005% | |
4/23/2025 | Live Oak Investment Partners | 4,289 | $847K | 0.7% | +684.1% | 0.004% | |
4/23/2025 | HBK Sorce Advisory LLC | 1,574 | $311K | 0.0% | -5.2% | 0.002% | |
4/23/2025 | Golden State Wealth Management LLC | 9,822 | $1.94M | 0.1% | +98.7% | 0.010% | |
4/23/2025 | Spire Wealth Management | 19,738 | $3.90M | 0.1% | -1.6% | 0.020% | |
4/23/2025 | Golden State Equity Partners | 1,255 | $248K | 0.0% | -5.2% | 0.001% | |
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4/23/2025 | Mission Hills Financial Advisory LLC | 23,046 | $4.55M | 3.2% | -2.0% | 0.024% | |
4/23/2025 | Global Assets Advisory LLC | 1,728 | $329K | 0.1% | N/A | 0.002% | |
4/23/2025 | Fourth Dimension Wealth LLC | 14,279 | $2.82M | 1.4% | +11.1% | 0.015% | |
4/23/2025 | Symmetry Partners LLC | 21,083 | $4.16M | 0.6% | N/A | 0.022% | |
4/23/2025 | International Assets Investment Management LLC | 5,922 | $1.17M | 0.0% | +43.0% | 0.006% | |
4/23/2025 | C2C Wealth Management LLC | 6,316 | $1.25M | 1.2% | -15.9% | 0.006% | |
4/23/2025 | Win Advisors Inc. | 14,923 | $2.95M | 1.5% | N/A | 0.015% | |
4/23/2025 | Chevy Chase Trust Holdings LLC | 3,726 | $736K | 0.0% | -24.1% | 0.004% | |
4/23/2025 | St. Johns Investment Management Company LLC | 4,597 | $908K | 0.4% | -18.4% | 0.005% | |
4/23/2025 | Ledyard National Bank | 7,042 | $1.39M | 0.1% | -6.2% | 0.007% | |
4/23/2025 | Consolidated Portfolio Review Corp | 2,039 | $403K | 0.1% | +4.1% | 0.002% | |
4/23/2025 | AssuredPartners Investment Advisors LLC | 1,221 | $241K | 0.0% | -7.6% | 0.001% | |
4/23/2025 | Valmark Advisers Inc. | 8,042 | $1.59M | 0.0% | -1.5% | 0.008% | |
4/23/2025 | Oppenheimer & Co. Inc. | 33,963 | $6.71M | 0.1% | +105.3% | 0.035% | |
4/23/2025 | Oppenheimer Asset Management Inc. | 108,678 | $21.46M | 0.3% | -13.2% | 0.111% | |
4/23/2025 | Crewe Advisors LLC | 710 | $140K | 0.0% | -66.2% | 0.001% | |
4/22/2025 | JFS Wealth Advisors LLC | 217 | $43K | 0.0% | -69.4% | 0.000% | |
4/22/2025 | Palumbo Wealth Management LLC | 2,859 | $564K | 0.2% | -3.9% | 0.003% | |
4/22/2025 | Flagship Harbor Advisors LLC | 8,673 | $1.71M | 0.1% | -90.2% | 0.009% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 104,485 | $20.63M | 0.1% | +4.6% | 0.107% | |
4/22/2025 | Atticus Wealth Management LLC | 7,246 | $1.43M | 0.5% | -10.9% | 0.007% | |
4/22/2025 | Childress Capital Advisors LLC | 3,454 | $682K | 0.2% | +36.4% | 0.004% | |
4/22/2025 | H&H Retirement Design & Management INC | 13,872 | $2.50M | 1.6% | +0.7% | 0.014% | |
4/22/2025 | Innealta Capital LLC | 36,835 | $7.27M | 3.9% | -15.7% | 0.038% | |
4/22/2025 | Rappaport Reiches Capital Management LLC | 1,117 | $221K | 0.1% | N/A | 0.001% | |
4/22/2025 | Perfromance Wealth Partners LLC | 1,487 | $294K | 0.0% | -19.3% | 0.002% | |
4/22/2025 | PFG Investments LLC | 1,935 | $382K | 0.0% | +7.8% | 0.002% | |
4/22/2025 | Advisor Resource Council | 31,927 | $6.30M | 0.5% | N/A | 0.033% | |
4/22/2025 | Segment Wealth Management LLC | 28,481 | $5.62M | 0.4% | -1.3% | 0.029% | |
4/21/2025 | Avior Wealth Management LLC | 7,801 | $1.54M | 0.1% | -7.0% | 0.008% | |
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4/21/2025 | Colony Family Offices LLC | 10,642 | $2.10M | 0.7% | -6.6% | 0.011% | |
4/21/2025 | Roberts Wealth Advisors LLC | 5,977 | $1.18M | 0.4% | -3.8% | 0.006% | |
4/21/2025 | Advisory Resource Group | 5,962 | $1.18M | 0.2% | +9.3% | 0.006% | |
4/21/2025 | United Advisor Group LLC | 2,771 | $547K | 0.1% | +35.0% | 0.003% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 27,398 | $5.41M | 0.0% | -59.8% | 0.028% | |
4/21/2025 | Premier Path Wealth Partners LLC | 49,801 | $9.83M | 1.5% | +9.3% | 0.051% | |
4/21/2025 | Heartwood Wealth Advisors LLC | 1,575 | $311K | 0.0% | -23.7% | 0.002% | |
4/21/2025 | Janney Capital Management LLC | 72,909 | $14.40M | 1.0% | +661.9% | 0.074% | |
4/21/2025 | Harrell Investment Partners LLC | 29,762 | $5.88M | 1.7% | +5.7% | 0.030% | |
4/21/2025 | Institute for Wealth Management LLC. | 4,900 | $968K | 0.1% | -1.8% | 0.005% | |
4/21/2025 | McHugh Group LLC | 3,475 | $686K | 0.5% | -2.1% | 0.004% | |
4/21/2025 | Johnson Investment Counsel Inc. | 10,920 | $2.16M | 0.0% | -1.0% | 0.011% | |
4/21/2025 | CWA Asset Management Group LLC | 6,587 | $1.30M | 0.1% | +38.9% | 0.007% | |
4/21/2025 | Dunhill Financial LLC | 327 | $65K | 0.0% | -38.0% | 0.000% | |
4/21/2025 | PUREfi Wealth LLC | 1,016 | $201K | 0.2% | N/A | 0.001% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 6,391 | $1.27M | 0.0% | -32.9% | 0.007% | |
4/21/2025 | Ayalon Insurance Comp Ltd. | 59,294 | $11.71M | 3.8% | +5.6% | 0.059% | |
4/21/2025 | Roman Butler Fullerton & Co. | 1,136 | $215K | 0.1% | -63.8% | 0.001% | |
4/18/2025 | Cornerstone Wealth Management LLC | 1,042 | $206K | 0.0% | -6.6% | 0.001% | |
4/18/2025 | Shepherd Financial Partners LLC | 6,138 | $1.21M | 0.1% | +1.9% | 0.006% | |
4/18/2025 | Creative Capital Management Investments LLC | 125 | $25K | 0.0% | N/A | 0.000% | |
4/18/2025 | CENTRAL TRUST Co | 3,657 | $722K | 0.0% | -9.6% | 0.004% | |
4/18/2025 | Financial Freedom LLC | 11,418 | $2.26M | 1.3% | -3.5% | 0.011% | |
4/18/2025 | Insigneo Advisory Services LLC | 2,282 | $451K | 0.0% | -2.6% | 0.002% | |
4/18/2025 | Bfsg LLC | 9,927 | $1.96M | 0.2% | -12.6% | 0.010% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 18,888 | $3.73M | 0.1% | -9.7% | 0.019% | |
4/17/2025 | Lynch & Associates IN | 2,811 | $555K | 0.1% | -5.1% | 0.003% | |
4/17/2025 | Inscription Capital LLC | 1,912 | $352K | 0.1% | N/A | 0.002% | |
4/17/2025 | Grimes & Company Inc. | 100,287 | $19.80M | 0.6% | -48.6% | 0.099% | |
4/17/2025 | Stockman Wealth Management Inc. | 19,838 | $3.92M | 0.6% | +3.1% | 0.020% | |
4/17/2025 | QRG Capital Management Inc. | 3,251 | $642K | 0.0% | +12.8% | 0.003% | |
4/17/2025 | Sagespring Wealth Partners LLC | 1,623 | $321K | 0.0% | +7.9% | 0.002% | |
4/17/2025 | Sowell Financial Services LLC | 12,468 | $2.46M | 0.1% | +5.0% | 0.012% | |
4/17/2025 | Janney Montgomery Scott LLC | 1,259,918 | $248.78M | 0.7% | -2.5% | 1.250% | |
4/17/2025 | Mission Wealth Management LP | 1,272 | $251K | 0.0% | -31.8% | 0.001% | |
4/17/2025 | Hanson & Doremus Investment Management | 438 | $86K | 0.0% | +45.0% | 0.000% | |
4/17/2025 | Stillwater Capital Advisors LLC | 64,545 | $12.75M | 1.8% | +1.2% | 0.064% | |
4/17/2025 | Acropolis Investment Management LLC | 696 | $137K | 0.0% | -23.9% | 0.001% | |
4/17/2025 | Fairvoy Private Wealth LLC | 12,285 | $2.43M | 0.7% | +2.8% | 0.012% | |
4/17/2025 | Brighton Jones LLC | 1,598 | $316K | 0.0% | +36.7% | 0.002% | |
4/17/2025 | Sound Income Strategies LLC | 4,345 | $858K | 0.1% | +21.8% | 0.004% | |
4/17/2025 | Partners Wealth Management LLC | 3,214 | $635K | 0.7% | -2.8% | 0.003% | |
4/17/2025 | Foster Victor Wealth Advisors LLC | 1,135 | $215K | 0.0% | +9.3% | 0.001% | |
4/17/2025 | Aries Wealth Management | 1,477 | $292K | 0.1% | +10.3% | 0.001% | |
4/17/2025 | Biltmore Wealth Management LLC | 103,524 | $20.44M | 8.6% | -2.0% | 0.103% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 8,443 | $1.67M | 0.1% | N/A | 0.008% | |
4/17/2025 | Kennicott Capital Management LLC | 21,281 | $4.20M | 2.7% | -0.4% | 0.021% | |
4/16/2025 | Byrne Asset Management LLC | 1,010 | $199K | 0.1% | +7.4% | 0.001% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 50,700 | $10.01M | 0.0% | -14.6% | 0.050% | |
4/16/2025 | Tritonpoint Wealth LLC | 17,612 | $3.48M | 0.3% | -0.8% | 0.017% | |
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4/16/2025 | Steele Capital Management Inc. | 27,493 | $5.43M | 0.3% | +2.6% | 0.027% | |
4/16/2025 | Elevation Point Wealth Partners LLC | 14,387 | $2.84M | 0.2% | +3.9% | 0.014% | |
4/16/2025 | Krilogy Financial LLC | 76,536 | $15.11M | 1.0% | -1.0% | 0.076% | |
4/16/2025 | Howard Capital Management Group LLC | 18,032 | $3.56M | 0.3% | -8.0% | 0.018% | |
4/16/2025 | Bar Harbor Wealth Management | 129,401 | $25.55M | 1.7% | -1.0% | 0.128% | |
4/16/2025 | Donald L. Hagan LLC | 7,452 | $1.47M | 0.8% | -19.2% | 0.007% | |
4/16/2025 | Founders Grove Wealth Partners LLC | 10,047 | $1.98M | 0.6% | +2.4% | 0.010% | |
4/16/2025 | RMR Wealth Builders | 1,688 | $333K | 0.0% | -13.0% | 0.002% | |
4/16/2025 | Rockland Trust Co. | 6,378 | $1.26M | 0.1% | -65.5% | 0.006% | |
4/16/2025 | Ferguson Wellman Capital Management Inc. | 21,070 | $4.16M | 0.1% | -4.6% | 0.021% | |