9/4/2025 | Osaic Holdings Inc. | 195,209 | $9.20M | 0.0% | +8.6% | 3.790% | |
8/29/2025 | Evolution Wealth Management Inc. | 2,930 | $138K | 0.2% | N/A | 0.057% | |
8/19/2025 | Advisory Services Network LLC | 12,417 | $595K | 0.0% | +65.1% | 0.241% | |
8/15/2025 | Chapman Financial Group LLC | 20,495 | $966K | 0.8% | N/A | 0.398% | |
8/15/2025 | Snowden Capital Advisors LLC | 45,250 | $2.13M | 0.1% | -9.4% | 0.879% | |
8/15/2025 | MML Investors Services LLC | 24,048 | $1.13M | 0.0% | -4.4% | 0.467% | |
8/14/2025 | Jane Street Group LLC | 77,324 | $3.64M | 0.0% | N/A | 1.501% | |
8/14/2025 | Raymond James Financial Inc. | 42,375 | $2.00M | 0.0% | +21.5% | 0.823% | |
8/14/2025 | Cerity Partners LLC | 149,856 | $7.06M | 0.0% | +7.6% | 2.910% | |
8/13/2025 | SageView Advisory Group LLC | 14,147 | $680K | 0.0% | N/A | 0.275% | |
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8/13/2025 | Beacon Pointe Advisors LLC | 18,688 | $881K | 0.0% | +8.5% | 0.363% | |
8/13/2025 | Wealthquest Corp | 44,157 | $2.08M | 0.2% | -12.3% | 0.857% | |
8/11/2025 | Rothschild Investment LLC | 94,600 | $4.46M | 0.3% | +5.3% | 1.837% | |
8/8/2025 | Cetera Investment Advisers | 82,097 | $3.87M | 0.0% | -6.7% | 1.594% | |
8/8/2025 | Comprehensive Financial Planning Inc. PA | 6,724 | $317K | 0.2% | +4.3% | 0.131% | |
8/7/2025 | PFG Advisors | 4,658 | $220K | 0.0% | -25.7% | 0.090% | |
8/6/2025 | AE Wealth Management LLC | 3,759 | $177K | 0.0% | -6.0% | 0.073% | |
8/6/2025 | Penserra Capital Management LLC | 374,394 | $17.65M | 0.2% | -6.4% | 7.270% | |
8/5/2025 | Sigma Planning Corp | 13,644 | $643K | 0.0% | -15.2% | 0.265% | |
8/1/2025 | Corrado Advisors LLC | 7,670 | $361K | 0.2% | N/A | 0.149% | |
8/1/2025 | FSA Advisors Inc. | 39,212 | $1.85M | 1.5% | -4.5% | 0.761% | |
8/1/2025 | Integral Investment Advisors Inc. | 262,318 | $12.36M | 3.5% | -0.6% | 5.094% | |
8/1/2025 | GWN Securities Inc. | 6,240 | $294K | 0.1% | +9.3% | 0.121% | |
8/1/2025 | Envestnet Asset Management Inc. | 47,514 | $2.24M | 0.0% | -15.6% | 0.923% | |
7/30/2025 | Strategic Blueprint LLC | 24,671 | $1.16M | 0.1% | -6.5% | 0.479% | |
7/30/2025 | Brookstone Capital Management | 7,608 | $359K | 0.0% | -15.2% | 0.148% | |
7/28/2025 | WealthPlan Investment Management LLC | 28,636 | $1.35M | 0.1% | -84.6% | 0.556% | |
7/28/2025 | Harbour Investments Inc. | 12,762 | $601K | 0.0% | -7.5% | 0.248% | |
7/24/2025 | Blair William & Co. IL | 27,916 | $1.32M | 0.0% | -1.5% | 0.542% | |
7/23/2025 | Motiv8 Investments LLC | 55,276 | $2.61M | 1.6% | +3.4% | 1.073% | |
7/22/2025 | Berkshire Money Management Inc. | 37,381 | $1.76M | 0.2% | +1.7% | 0.726% | |
7/21/2025 | DHJJ Financial Advisors Ltd. | 21,368 | $1.01M | 0.4% | +5.7% | 0.415% | |
7/17/2025 | Janney Montgomery Scott LLC | 58,927 | $2.78M | 0.0% | +5.3% | 1.144% | |
7/15/2025 | BCS Wealth Management | 18,001 | $848K | 0.2% | -10.5% | 0.350% | |
7/14/2025 | CRA Financial Services LLC | 10,215 | $481K | 0.1% | +35.3% | 0.198% | |
7/14/2025 | Buska Wealth Management LLC | 6,039 | $285K | 0.1% | -20.0% | 0.117% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 26,604 | $1.26M | 0.0% | N/A | 0.517% | |
7/3/2025 | City Center Advisors LLC | 11,456 | $540K | 0.6% | -6.4% | 0.222% | |
5/14/2025 | CreativeOne Wealth LLC | 7,497 | $324K | 0.0% | -4.6% | 0.131% | |
5/14/2025 | Kestra Advisory Services LLC | 32,888 | $1.42M | 0.0% | -32.9% | 0.574% | |
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5/13/2025 | HighTower Advisors LLC | 173,955 | $7.51M | 0.0% | -0.5% | 3.036% | |
5/12/2025 | WealthPLAN Partners LLC | 88,140 | $3.81M | 0.5% | N/A | 1.538% | |
5/12/2025 | WealthPlan Investment Management LLC | 186,105 | $8.04M | 0.8% | N/A | 3.248% | |
5/9/2025 | Commonwealth Equity Services LLC | 563,747 | $24.34M | 0.0% | +162.0% | 9.839% | |
5/9/2025 | Blair William & Co. IL | 28,341 | $1.22M | 0.0% | -3.4% | 0.495% | |
5/8/2025 | Wealthquest Corp | 50,322 | $2.17M | 0.1% | -16.5% | 0.878% | |
5/8/2025 | FSA Advisors Inc. | 41,051 | $1.77M | 1.4% | +2.6% | 0.716% | |
5/6/2025 | Cetera Investment Advisers | 88,028 | $3.80M | 0.0% | +32.8% | 1.536% | |
5/5/2025 | Blue Bell Private Wealth Management LLC | 52,689 | $2.28M | 0.4% | -2.5% | 0.920% | |
5/2/2025 | Sigma Planning Corp | 16,091 | $695K | 0.0% | -14.4% | 0.281% | |
4/30/2025 | Cerity Partners LLC | 139,237 | $6.01M | 0.0% | -4.7% | 2.430% | |
4/30/2025 | Stratos Wealth Advisors LLC | 22,664 | $979K | 0.1% | -34.4% | 0.396% | |
4/29/2025 | Envestnet Asset Management Inc. | 56,316 | $2.43M | 0.0% | -6.8% | 0.983% | |
4/29/2025 | Penserra Capital Management LLC | 400,143 | $17.28M | 0.3% | +17.2% | 6.983% | |
4/29/2025 | Strategic Blueprint LLC | 26,386 | $1.14M | 0.1% | -15.4% | 0.460% | |
4/24/2025 | Motiv8 Investments LLC | 53,445 | $2.31M | 1.5% | +14.8% | 0.933% | |
4/23/2025 | Spire Wealth Management | 32,384 | $1.40M | 0.0% | +29.2% | 0.565% | |
4/23/2025 | Berkshire Money Management Inc. | 36,752 | $1.59M | 0.2% | -7.7% | 0.641% | |
4/23/2025 | IMG Wealth Management Inc. | 3,587 | $155K | 0.1% | -7.0% | 0.063% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 49,607 | $2.14M | 0.0% | -7.8% | 0.866% | |
4/21/2025 | Siligmueller & Norvid Wealth Advisors LLC | 10,149 | $438K | 0.2% | -54.9% | 0.198% | |
4/18/2025 | DHJJ Financial Advisors Ltd. | 20,207 | $872K | 0.4% | -5.5% | 0.394% | |
4/17/2025 | Sowell Financial Services LLC | 5,957 | $257K | 0.0% | -55.5% | 0.116% | |
4/17/2025 | Janney Montgomery Scott LLC | 55,960 | $2.42M | 0.0% | N/A | 1.091% | |
4/16/2025 | CRA Financial Services LLC | 7,550 | $326K | 0.1% | -16.6% | 0.147% | |
4/16/2025 | Seros Financial LLC | 6,763 | $292K | 0.2% | -22.7% | 0.132% | |
4/15/2025 | Integral Investment Advisors Inc. | 263,979 | $11.40M | 3.6% | +2.2% | 5.146% | |
4/14/2025 | Farther Finance Advisors LLC | 11,065 | $479K | 0.0% | N/A | 0.216% | |
4/14/2025 | Outlook Wealth Advisors LLC | 11,957 | $516K | 0.1% | -4.2% | 0.233% | |
4/14/2025 | BCS Wealth Management | 20,124 | $869K | 0.2% | -32.1% | 0.392% | |
4/14/2025 | City Center Advisors LLC | 12,239 | $528K | 0.6% | +5.1% | 0.239% | |
4/10/2025 | Secure Asset Management LLC | 12,730 | $550K | 0.1% | -30.6% | 0.248% | |
4/9/2025 | Buska Wealth Management LLC | 7,553 | $326K | 0.1% | -7.6% | 0.147% | |
4/8/2025 | Lantz Financial LLC | 37,061 | $1.60M | 0.4% | -1.5% | 0.722% | |
4/8/2025 | Rothschild Investment LLC | 89,800 | $3.88M | 0.3% | -1.3% | 1.750% | |
4/2/2025 | Marcum Wealth LLC | 23,971 | $1.04M | 0.1% | -84.6% | 0.467% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 12,507 | $557K | 0.0% | +19.1% | 0.244% | |
3/12/2025 | Centaurus Financial Inc. | 4,049 | $180K | 0.0% | -6.7% | 0.082% | |
3/6/2025 | Wood Tarver Financial Group LLC | 986 | $43K | 0.0% | N/A | 0.020% | |
3/4/2025 | Buska Wealth Management LLC | 8,176 | $364K | 0.1% | -24.4% | 0.166% | |
2/25/2025 | Armis Advisers LLC | 29,810 | $1.33M | 0.2% | N/A | 0.624% | |
2/18/2025 | Orion Capital Management LLC | 3,000 | $134K | 0.1% | N/A | 0.063% | |
2/18/2025 | Delta Investment Management LLC | 7,409 | $330K | 0.1% | -28.2% | 0.155% | |
2/17/2025 | Snowden Capital Advisors LLC | 50,621 | $2.26M | 0.1% | -6.2% | 1.059% | |
2/17/2025 | CoreCap Advisors LLC | 13,945 | $621K | 0.0% | -42.8% | 0.292% | |
2/17/2025 | Cresset Asset Management LLC | 16,395 | $731K | 0.0% | -10.4% | 0.343% | |
2/17/2025 | Cetera Investment Advisers | 66,301 | $2.95M | 0.0% | -9.2% | 1.387% | |
2/17/2025 | Chapman Financial Group LLC | 22,546 | $1.01M | 0.8% | N/A | 0.472% | |
2/14/2025 | Beacon Pointe Advisors LLC | 18,237 | $813K | 0.0% | -32.9% | 0.382% | |
2/14/2025 | Three Seasons Wealth LLC | 5,420 | $242K | 0.1% | N/A | 0.113% | |
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2/14/2025 | OneDigital Investment Advisors LLC | 8,385 | $374K | 0.0% | -23.2% | 0.175% | |
2/14/2025 | Tradition Wealth Management LLC | 6,041 | $269K | 0.0% | -6.3% | 0.126% | |
2/14/2025 | MML Investors Services LLC | 29,330 | $1.31M | 0.0% | -3.7% | 0.614% | |
2/13/2025 | CreativeOne Wealth LLC | 7,859 | $350K | 0.0% | N/A | 0.164% | |
2/13/2025 | Raymond James Financial Inc. | 34,593 | $1.54M | 0.0% | N/A | 0.724% | |
2/13/2025 | Advisory Services Network LLC | 7,669 | $342K | 0.0% | N/A | 0.160% | |
2/13/2025 | Cerity Partners LLC | 146,146 | $6.51M | 0.0% | -2.1% | 3.057% | |
2/13/2025 | Trek Financial LLC | 6,220 | $277K | 0.0% | -11.1% | 0.130% | |
2/13/2025 | Envestnet Asset Management Inc. | 60,401 | $2.69M | 0.0% | -7.2% | 1.264% | |
2/12/2025 | OLD Mission Capital LLC | 8,641 | $385K | 0.0% | -3.7% | 0.181% | |