3/24/2025 | Mascagni Wealth Management Inc. | 2,251 | $278K | 0.2% | N/A | 0.007% | |
3/21/2025 | Prostatis Group LLC | 19,053 | $2.35M | 0.7% | N/A | 0.063% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 364,852 | $45.07M | 0.1% | -4.4% | 1.201% | |
3/6/2025 | Wood Tarver Financial Group LLC | 776 | $95K | 0.0% | N/A | 0.002% | |
2/28/2025 | Park Square Financial Group LLC | 649 | $80K | 0.1% | N/A | 0.002% | |
2/26/2025 | Virtue Capital Management LLC | 2,733 | $338K | 0.1% | N/A | 0.009% | |
2/26/2025 | Sculati Wealth Management LLC | 24,002 | $2.97M | 1.2% | +0.4% | 0.077% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 96,015 | $11.86M | 0.4% | +78.5% | 0.308% | |
2/25/2025 | Armis Advisers LLC | 2,056 | $254K | 0.0% | N/A | 0.007% | |
2/24/2025 | Great Valley Advisor Group Inc. | 199,456 | $24.64M | 0.6% | +7.0% | 1.019% | |
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2/24/2025 | Ameriflex Group Inc. | 393 | $51K | 0.0% | N/A | 0.002% | |
2/24/2025 | United Advisor Group LLC | 2,646 | $327K | 0.1% | N/A | 0.014% | |
2/22/2025 | American Trust | 8,094 | $1M | 0.1% | +3.3% | 0.041% | |
2/20/2025 | Jupiter Wealth Management LLC | 18,980 | $2.35M | 1.2% | N/A | 0.097% | |
2/18/2025 | 49 Wealth Management LLC | 2,645 | $327K | 0.0% | +40.8% | 0.014% | |
2/18/2025 | Continuum Advisory LLC | 3,159 | $390K | 0.1% | +12.1% | 0.016% | |
2/17/2025 | Vista Cima Wealth Management LLC | 14,001 | $1.73M | 1.8% | N/A | 0.072% | |
2/17/2025 | Royal Bank of Canada | 171,656 | $21.21M | 0.0% | +110.2% | 0.877% | |
2/17/2025 | Millennium Management LLC | 9,475 | $1.17M | 0.0% | -53.0% | 0.048% | |
2/17/2025 | Clark Capital Management Group Inc. | 1,062,687 | $131.27M | 0.9% | N/A | 5.430% | |
2/17/2025 | Deutsche Bank AG | 3,275 | $405K | 0.0% | +45.0% | 0.017% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 4,121 | $509K | 0.0% | N/A | 0.021% | |
2/17/2025 | EP Wealth Advisors LLC | 2,775 | $343K | 0.0% | +7.8% | 0.014% | |
2/17/2025 | Cetera Investment Advisers | 616,435 | $76.15M | 0.2% | +432.6% | 3.150% | |
2/17/2025 | Blue Capital Inc. | 6,546 | $809K | 0.6% | N/A | 0.033% | |
2/17/2025 | Citadel Advisors LLC | 3,809 | $471K | 0.0% | -40.8% | 0.019% | |
2/17/2025 | Baird Financial Group Inc. | 5,983 | $739K | 0.0% | N/A | 0.031% | |
2/17/2025 | Bank of America Corp DE | 501,038 | $61.89M | 0.0% | +28.6% | 2.560% | |
2/17/2025 | Benjamin Edwards Inc. | 21,766 | $2.69M | 0.0% | +15.0% | 0.111% | |
2/17/2025 | Ameriprise Financial Inc. | 505,958 | $62.51M | 0.0% | +25.7% | 2.585% | |
2/17/2025 | Aptus Capital Advisors LLC | 235 | $29K | 0.0% | +571.4% | 0.001% | |
2/17/2025 | Ancora Advisors LLC | 10,561 | $1.31M | 0.0% | +133.8% | 0.054% | |
2/14/2025 | Blue Rock Wealth Management LLC | 1,825 | $225K | 0.2% | N/A | 0.009% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 3,592 | $444K | 0.0% | +32.6% | 0.018% | |
2/14/2025 | Jane Street Group LLC | 6,732 | $832K | 0.0% | N/A | 0.034% | |
2/14/2025 | Comerica Bank | 6,517 | $805K | 0.0% | +125.9% | 0.033% | |
2/14/2025 | Beacon Pointe Advisors LLC | 2,361 | $292K | 0.0% | N/A | 0.012% | |
2/14/2025 | Capital Analysts LLC | 632 | $78K | 0.0% | +137.6% | 0.003% | |
2/14/2025 | Integrated Wealth Concepts LLC | 13,451 | $1.66M | 0.0% | +27.5% | 0.069% | |
2/14/2025 | Oxford Wealth Group LLC | 214,884 | $26.55M | 17.2% | +28.8% | 1.098% | |
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2/14/2025 | MGO One Seven LLC | 3,023 | $373K | 0.0% | +37.3% | 0.015% | |
2/14/2025 | Susquehanna International Group LLP | 12,606 | $1.56M | 0.0% | N/A | 0.064% | |
2/14/2025 | IHT Wealth Management LLC | 13,363 | $1.65M | 0.1% | +9.9% | 0.068% | |
2/14/2025 | OneDigital Investment Advisors LLC | 2,198 | $271K | 0.0% | N/A | 0.011% | |
2/14/2025 | Stifel Financial Corp | 232,888 | $28.77M | 0.0% | +3.6% | 1.190% | |
2/14/2025 | Tower Research Capital LLC TRC | 2,868 | $354K | 0.0% | N/A | 0.015% | |
2/14/2025 | Seaview Investment Managers LLC | 47,644 | $5.89M | 1.6% | N/A | 0.243% | |
2/14/2025 | MML Investors Services LLC | 254,029 | $31.38M | 0.1% | +54.2% | 1.298% | |
2/14/2025 | GeoWealth Management LLC | 8,295 | $1.03M | 0.0% | +17.8% | 0.042% | |
2/13/2025 | NewEdge Advisors LLC | 54,259 | $6.70M | 0.0% | +7.0% | 0.277% | |
2/13/2025 | Kane Investment Management Inc. | 3,397 | $420K | 0.2% | N/A | 0.017% | |
2/13/2025 | Belpointe Asset Management LLC | 8,091 | $958K | 0.1% | -21.9% | 0.041% | |
2/13/2025 | CreativeOne Wealth LLC | 2,614 | $323K | 0.0% | N/A | 0.013% | |
2/13/2025 | Mariner LLC | 10,972 | $1.36M | 0.0% | +6.3% | 0.056% | |
2/13/2025 | Savvy Advisors Inc. | 13,981 | $1.73M | 0.2% | +2.4% | 0.071% | |
2/13/2025 | Summit Investment Advisors Inc. | 17,996 | $2.22M | 2.0% | N/A | 0.092% | |
2/13/2025 | Townsquare Capital LLC | 2,915 | $360K | 0.0% | N/A | 0.015% | |
2/13/2025 | Concorde Asset Management LLC | 2,152 | $266K | 0.1% | N/A | 0.011% | |
2/13/2025 | Glass Jacobson Investment Advisors llc | 415 | $51K | 0.0% | +62.7% | 0.002% | |
2/13/2025 | TRUE Private Wealth Advisors | 9,740 | $1.20M | 0.1% | +481.1% | 0.050% | |
2/13/2025 | Advisory Services Network LLC | 5,038 | $622K | 0.0% | +8.1% | 0.026% | |
2/13/2025 | Renaissance Technologies LLC | 12,300 | $1.52M | 0.0% | +84.4% | 0.063% | |
2/13/2025 | Bank of Montreal Can | 1,325 | $164K | 0.0% | +39.5% | 0.007% | |
2/13/2025 | Cerity Partners LLC | 97,268 | $12.02M | 0.0% | N/A | 0.497% | |
2/13/2025 | Trek Financial LLC | 23,892 | $2.95M | 0.2% | N/A | 0.122% | |
2/13/2025 | Titleist Asset Management LLC | 7,990 | $987K | 0.1% | -1.7% | 0.041% | |
2/13/2025 | Envestnet Asset Management Inc. | 3,718,606 | $459.36M | 0.1% | +765.4% | 19.002% | |
2/13/2025 | Wells Fargo & Company MN | 836,946 | $103.39M | 0.0% | +30.3% | 4.277% | |
2/13/2025 | Smith Moore & CO. | 31,324 | $3.87M | 0.4% | +1.9% | 0.160% | |
2/12/2025 | Thoroughbred Financial Services LLC | 40,976 | $5.06M | 0.3% | +20.1% | 0.209% | |
2/12/2025 | Arete Wealth Advisors LLC | 6,432 | $796K | 0.1% | +19.8% | 0.033% | |
2/12/2025 | World Investment Advisors | 12,216 | $1.51M | 0.0% | +219.0% | 0.062% | |
2/12/2025 | Nottingham Advisors Inc. | 1,660 | $205K | 0.0% | N/A | 0.008% | |
2/12/2025 | OneAscent Financial Services LLC | 20,703 | $2.56M | 0.2% | N/A | 0.106% | |
2/12/2025 | Hazlett Burt & Watson Inc. | 381 | $47K | 0.0% | N/A | 0.002% | |
2/12/2025 | Maridea Wealth Management LLC | 2,115 | $261K | 0.1% | N/A | 0.011% | |
2/12/2025 | Level Four Advisory Services LLC | 55,467 | $6.85M | 0.3% | +4.1% | 0.283% | |
2/12/2025 | Orion Portfolio Solutions LLC | 491,189 | $60.68M | 0.6% | +14,523.1% | 2.510% | |
2/12/2025 | Blair William & Co. IL | 2,855 | $353K | 0.0% | +90.3% | 0.015% | |
2/12/2025 | AssuredPartners Investment Advisors LLC | 27,135 | $3.35M | 0.7% | N/A | 0.139% | |
2/12/2025 | JPMorgan Chase & Co. | 9,344 | $1.15M | 0.0% | -84.3% | 0.048% | |
2/12/2025 | Arlington Capital Management Inc. | 2,412 | $298K | 0.2% | N/A | 0.012% | |
2/12/2025 | Ausdal Financial Partners Inc. | 62,749 | $7.75M | 0.7% | +583.2% | 0.321% | |
2/11/2025 | Signature Estate & Investment Advisors LLC | 8,188 | $1.01M | 0.0% | +19.7% | 0.042% | |
2/11/2025 | LPL Financial LLC | 2,679,516 | $331.00M | 0.1% | +53.6% | 13.692% | |
2/11/2025 | Guardian Partners Inc. | 30,684 | $3.86M | 0.4% | N/A | 0.157% | |
2/11/2025 | Comprehensive Wealth Management LLC | 11,018 | $1.36M | 1.0% | +3.3% | 0.056% | |
2/11/2025 | Lee Danner & Bass Inc. | 1,450 | $179K | 0.0% | N/A | 0.007% | |
2/11/2025 | SigFig Wealth Management LLC | 55,040 | $6.81M | 0.2% | N/A | 0.281% | |
2/11/2025 | Absolute Capital Management LLC | 2,606 | $323K | 0.2% | N/A | 0.013% | |
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2/11/2025 | FreeGulliver LLC | 29,472 | $3.64M | 1.7% | N/A | 0.151% | |
2/11/2025 | ProVise Management Group LLC | 50,311 | $6.22M | 0.5% | +1.1% | 0.257% | |
2/10/2025 | Thrivent Financial for Lutherans | 6,701 | $828K | 0.0% | +14.9% | 0.034% | |
2/10/2025 | Axxcess Wealth Management LLC | 15,583 | $1.93M | 0.0% | N/A | 0.080% | |
2/10/2025 | Flagship Wealth Advisors LLC | 40,469 | $5.00M | 2.9% | N/A | 0.207% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 10,384 | $1.28M | 0.1% | +14.6% | 0.053% | |
2/10/2025 | GWN Securities Inc. | 10,267 | $1.35M | 0.4% | N/A | 0.052% | |
2/10/2025 | Harbour Investments Inc. | 44,297 | $5.47M | 0.2% | +2,082.1% | 0.226% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 91,659 | $11.32M | 0.0% | N/A | 0.468% | |
2/10/2025 | Diversified Enterprises LLC | 18,702 | $2.31M | 0.2% | -2.5% | 0.096% | |