4/15/2025 | GPS Wealth Strategies Group LLC | 18,977 | $1.74M | 0.2% | +8.7% | 0.032% | |
4/15/2025 | Focus Financial Network Inc. | 302,492 | $27.69M | 1.1% | +7.3% | 0.514% | |
4/15/2025 | Traction Financial Partners LLC | 99,575 | $9.11M | 7.1% | +594.3% | 0.169% | |
4/15/2025 | Redhawk Wealth Advisors Inc. | 22,007 | $2.01M | 0.3% | -65.6% | 0.037% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 55,038 | $5.04M | 0.1% | -18.4% | 0.094% | |
4/14/2025 | WFA Asset Management Corp | 26,934 | $2.47M | 1.4% | -84.4% | 0.046% | |
4/14/2025 | Farther Finance Advisors LLC | 5,417 | $502K | 0.0% | -11.5% | 0.009% | |
4/14/2025 | Priebe Wealth Holdings LLC | 20,830 | $1.91M | 1.2% | +108.8% | 0.035% | |
4/14/2025 | Park Avenue Securities LLC | 6,544 | $599K | 0.0% | +49.9% | 0.011% | |
4/14/2025 | KMG Fiduciary Partners LLC | 13,877 | $1.27M | 0.1% | +11.6% | 0.024% | |
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4/14/2025 | Whitaker Myers Wealth Managers LTD. | 6,861 | $628K | 0.2% | +3.0% | 0.012% | |
4/14/2025 | UMB Bank n.a. | 289,341 | $26.48M | 0.4% | +156.2% | 0.492% | |
4/11/2025 | GGM Financials LLC | 17,669 | $1.62M | 1.1% | -20.8% | 0.030% | |
4/11/2025 | Snider Financial Group | 49,537 | $4.53M | 1.5% | +6.2% | 0.084% | |
4/11/2025 | Adamsbrown Wealth Consultants LLC | 199,733 | $18.28M | 5.7% | +27.1% | 0.340% | |
4/11/2025 | Northwest Financial Advisors | 4,337 | $397K | 0.3% | +20.5% | 0.007% | |
4/11/2025 | Ullmann Wealth Partners Group LLC | 3,560 | $326K | 0.0% | -45.1% | 0.006% | |
4/11/2025 | Annex Advisory Services LLC | 1,109,163 | $101.52M | 2.9% | +5.4% | 1.886% | |
4/10/2025 | Fermata Advisors LLC | 29,447 | $2.70M | 0.5% | -71.0% | 0.050% | |
4/10/2025 | Secure Asset Management LLC | 22,633 | $2.07M | 0.4% | -75.2% | 0.038% | |
4/10/2025 | TruWealth Advisors LLC | 290,700 | $26.61M | 1.6% | +45.6% | 0.494% | |
4/10/2025 | Cathy Pareto & Associates Inc. | 6,156 | $563K | 0.5% | -35.3% | 0.010% | |
4/10/2025 | Peak Financial Advisors LLC | 29,584 | $2.71M | 1.4% | +21.4% | 0.050% | |
4/10/2025 | TrueWealth Advisors LLC | 61,346 | $5.62M | 1.8% | +14.8% | 0.104% | |
4/10/2025 | Smith Anglin Financial LLC | 13,675 | $1.25M | 0.1% | -98.3% | 0.023% | |
4/9/2025 | Merit Financial Group LLC | 94,816 | $8.68M | 0.1% | +9.5% | 0.161% | |
4/9/2025 | Harbor Investment Advisory LLC | 13,122 | $1.20M | 0.1% | +2.6% | 0.022% | |
4/9/2025 | NBC Securities Inc. | 476 | $43K | 0.0% | N/A | 0.001% | |
4/8/2025 | Presidio Capital Management LLC | 4,040 | $370K | 0.2% | N/A | 0.007% | |
4/7/2025 | AdvisorNet Financial Inc | 2,262 | $207K | 0.0% | N/A | 0.004% | |
4/1/2025 | Confluence Investment Management LLC | 548,049 | $50.16M | 0.7% | +0.9% | 0.932% | |
3/24/2025 | Mascagni Wealth Management Inc. | 50,821 | $5.00M | 4.3% | N/A | 0.085% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 46,592 | $4.59M | 0.0% | +25.2% | 0.078% | |
3/14/2025 | Tableaux LLC | 68,403 | $6.74M | 5.6% | N/A | 0.115% | |
2/27/2025 | XY Planning Network Inc. | 6,232 | $614K | 0.5% | N/A | 0.010% | |
2/25/2025 | Armis Advisers LLC | 3,143 | $309K | 0.0% | N/A | 0.005% | |
2/24/2025 | Liberty Square Wealth Partners LLC | 29,841 | $2.99M | 1.1% | N/A | 0.049% | |
2/24/2025 | Great Valley Advisor Group Inc. | 40,332 | $3.97M | 0.1% | -4.5% | 0.066% | |
2/24/2025 | Ameriflex Group Inc. | 1,960 | $198K | 0.1% | N/A | 0.003% | |
2/20/2025 | Westfuller Advisors LLC | 14,642 | $1.44M | 0.9% | +10.6% | 0.033% | |
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2/19/2025 | WCG Wealth Advisors LLC | 94,838 | $9.34M | 0.6% | +34.0% | 0.212% | |
2/18/2025 | Western Wealth Management LLC | 5,245 | $516K | 0.2% | -87.8% | 0.012% | |
2/18/2025 | Sunbelt Securities Inc. | 2,226 | $220K | 0.0% | N/A | 0.005% | |
2/18/2025 | Pacific Center for Financial Services | 229,031 | $22.55M | 5.8% | +3.2% | 0.511% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 2,579 | $254K | 0.0% | N/A | 0.006% | |
2/18/2025 | First Heartland Consultants Inc. | 22,909 | $2.26M | 0.2% | -33.5% | 0.051% | |
2/18/2025 | Continuum Advisory LLC | 2,504 | $247K | 0.0% | +5.7% | 0.006% | |
2/18/2025 | Mpwm Advisory Solutions LLC | 1,401 | $138K | 0.1% | N/A | 0.003% | |
2/17/2025 | Waverly Advisors LLC | 21,584 | $2.13M | 0.0% | +17.6% | 0.048% | |
2/17/2025 | Visionary Wealth Advisors | 63,564 | $6.26M | 0.4% | +3.6% | 0.142% | |
2/17/2025 | Vista Cima Wealth Management LLC | 39,012 | $3.84M | 4.0% | N/A | 0.087% | |
2/17/2025 | Royal Bank of Canada | 280,904 | $27.66M | 0.0% | +6.8% | 0.627% | |
2/17/2025 | Millennium Management LLC | 3,929 | $387K | 0.0% | +44.7% | 0.009% | |
2/17/2025 | Global Assets Advisory LLC | 3,886 | $382K | 0.2% | +4.0% | 0.009% | |
2/17/2025 | Gotham Asset Management LLC | 44,824 | $4.41M | 0.0% | +30.9% | 0.100% | |
2/17/2025 | Focus Partners Wealth | 432,118 | $42.55M | 0.1% | +21.1% | 0.965% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 34,699 | $3.42M | 0.0% | -43.6% | 0.077% | |
2/17/2025 | CoreCap Advisors LLC | 387 | $38K | 0.0% | -35.6% | 0.001% | |
2/17/2025 | Cambridge Investment Research Advisors Inc. | 523,050 | $51.51M | 0.2% | +9.0% | 1.168% | |
2/17/2025 | Cetera Investment Advisers | 594,091 | $58.50M | 0.1% | +9.5% | 1.326% | |
2/17/2025 | Cary Street Partners Financial LLC | 3,995 | $393K | 0.0% | N/A | 0.009% | |
2/17/2025 | Bank of America Corp DE | 567,094 | $55.84M | 0.0% | +14.8% | 1.266% | |
2/17/2025 | Benjamin Edwards Inc. | 1,184,911 | $116.68M | 1.7% | +5.5% | 2.645% | |
2/17/2025 | Ameriprise Financial Inc. | 1,893,415 | $186.34M | 0.0% | +3.2% | 4.226% | |
2/17/2025 | Aptus Capital Advisors LLC | 24,026 | $2.37M | 0.0% | N/A | 0.054% | |
2/17/2025 | 360 Financial Inc. | 3,428 | $338K | 0.1% | -20.8% | 0.008% | |
2/14/2025 | Wise Wealth Partners | 10,978 | $1.08M | 2.7% | N/A | 0.025% | |
2/14/2025 | GG Group Ventures LLC | 20,319 | $2.00M | 2.6% | +5.7% | 0.045% | |
2/14/2025 | Comerica Bank | 20,236 | $1.99M | 0.0% | +16.6% | 0.045% | |
2/14/2025 | Firestone Capital Management | 21,255 | $2.09M | 0.5% | -1.1% | 0.047% | |
2/14/2025 | Schwallier Wealth Management LLC | 115,593 | $11.38M | 8.7% | +2.9% | 0.258% | |
2/14/2025 | Bellwether Advisors LLC | 286 | $28K | 0.0% | N/A | 0.001% | |
2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 264 | $26K | 0.0% | N/A | 0.001% | |
2/14/2025 | Berger Financial Group Inc | 8,058 | $793K | 0.1% | -2.7% | 0.018% | |
2/14/2025 | Gerber Kawasaki Wealth & Investment Management | 143,401 | $14.12M | 0.6% | +37.6% | 0.320% | |
2/14/2025 | Integrated Wealth Concepts LLC | 16,697 | $1.64M | 0.0% | +28.7% | 0.037% | |
2/14/2025 | MGO One Seven LLC | 97,825 | $9.63M | 0.4% | -2.4% | 0.218% | |
2/14/2025 | Susquehanna International Group LLP | 50,745 | $5.00M | 0.0% | N/A | 0.113% | |
2/14/2025 | IHT Wealth Management LLC | 73,673 | $7.26M | 0.2% | -4.9% | 0.164% | |
2/14/2025 | OneDigital Investment Advisors LLC | 22,338 | $2.20M | 0.0% | +192.8% | 0.050% | |
2/14/2025 | Stifel Financial Corp | 1,798,266 | $177.08M | 0.2% | +7.8% | 4.014% | |
2/14/2025 | TD Waterhouse Canada Inc. | 74,557 | $7.34M | 0.1% | N/A | 0.166% | |
2/14/2025 | MML Investors Services LLC | 611,071 | $60.17M | 0.2% | -0.7% | 1.364% | |
2/14/2025 | GeoWealth Management LLC | 113,379 | $11.16M | 0.4% | -19.4% | 0.253% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 77,022 | $8.00M | 0.4% | +20.5% | 0.172% | |
2/13/2025 | NewEdge Advisors LLC | 136,848 | $13.48M | 0.1% | +38.2% | 0.305% | |
2/13/2025 | Kane Investment Management Inc. | 5,982 | $589K | 0.3% | N/A | 0.013% | |
2/13/2025 | Belpointe Asset Management LLC | 18,604 | $1.88M | 0.1% | -4.1% | 0.042% | |
2/13/2025 | CreativeOne Wealth LLC | 23,800 | $2.34M | 0.1% | +3.9% | 0.053% | |
2/13/2025 | Mariner LLC | 52,578 | $5.18M | 0.0% | +20.8% | 0.117% | |
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2/13/2025 | Trustmark National Bank Trust Department | 5,262 | $518K | 0.0% | +5.2% | 0.012% | |
2/13/2025 | SageView Advisory Group LLC | 6,990 | $688K | 0.0% | N/A | 0.016% | |
2/13/2025 | Fortis Capital Advisors LLC | 18,604 | $1.88M | 0.6% | -4.1% | 0.042% | |
2/13/2025 | Rockefeller Capital Management L.P. | 19,196 | $1.89M | 0.0% | +18.1% | 0.043% | |
2/13/2025 | NFP Retirement Inc. | 117,290 | $11.55M | 0.9% | -0.6% | 0.262% | |
2/13/2025 | Glass Jacobson Investment Advisors llc | 15,053 | $1.48M | 0.5% | +73.3% | 0.034% | |
2/13/2025 | Legacy Financial Advisors Inc. | 7,566 | $745K | 0.1% | -9.4% | 0.017% | |
2/13/2025 | Advisory Services Network LLC | 55,607 | $5.48M | 0.1% | +23.7% | 0.124% | |
2/13/2025 | Renaissance Technologies LLC | 19,700 | $1.94M | 0.0% | N/A | 0.044% | |
2/13/2025 | Rollins Financial Advisors LLC | 9,162 | $902K | 0.1% | -24.2% | 0.020% | |