4/30/2025 | Stratos Wealth Advisors LLC | 5,421 | $325K | 0.0% | -13.7% | 0.160% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 4,156 | $249K | 0.0% | -5.6% | 0.123% | |
4/29/2025 | Envestnet Asset Management Inc. | 25,065 | $1.51M | 0.0% | -62.8% | 0.742% | |
4/29/2025 | Strategic Blueprint LLC | 72,507 | $4.35M | 0.2% | +1.7% | 2.145% | |
4/29/2025 | Onyx Bridge Wealth Group LLC | 5,849 | $351K | 0.1% | -89.0% | 0.173% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 20,655 | $1.24M | 0.1% | -3.9% | 0.611% | |
4/23/2025 | Leading Edge Financial Planning LLC | 3,417 | $205K | 0.1% | -6.2% | 0.101% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 64,953 | $3.90M | 0.0% | -1.5% | 1.922% | |
4/18/2025 | DHJJ Financial Advisors Ltd. | 15,593 | $936K | 0.4% | -3.3% | 0.461% | |
4/17/2025 | Janney Montgomery Scott LLC | 68,538 | $4.11M | 0.0% | +11.8% | 2.028% | |
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4/16/2025 | CRA Financial Services LLC | 9,172 | $551K | 0.1% | -5.2% | 0.271% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 27,437 | $1.65M | 0.0% | +1.8% | 0.812% | |
4/16/2025 | Seros Financial LLC | 5,109 | $307K | 0.2% | -22.1% | 0.151% | |
4/15/2025 | Chris Bulman Inc | 15,097 | $906K | 0.6% | -5.1% | 0.447% | |
4/14/2025 | Outlook Wealth Advisors LLC | 42,744 | $2.57M | 0.7% | -24.6% | 1.265% | |
4/14/2025 | BCS Wealth Management | 5,090 | $306K | 0.1% | -12.2% | 0.151% | |
4/11/2025 | KFG Wealth Management LLC | 6,101 | $366K | 0.1% | -4.9% | 0.179% | |
4/10/2025 | Diligent Investors LLC | 27,611 | $1.66M | 0.4% | -11.7% | 0.812% | |
4/7/2025 | AdvisorNet Financial Inc | 7,254 | $435K | 0.0% | -59.1% | 0.213% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 26,943 | $1.69M | 0.0% | +3.1% | 0.797% | |
3/12/2025 | Centaurus Financial Inc. | 23,634 | $1.48M | 0.1% | -11.3% | 0.699% | |
3/6/2025 | Wood Tarver Financial Group LLC | 953 | $59K | 0.0% | N/A | 0.027% | |
2/25/2025 | Armis Advisers LLC | 4,445 | $279K | 0.0% | N/A | 0.128% | |
2/18/2025 | Helium Advisors LLC | 5,905 | $371K | 0.3% | N/A | 0.198% | |
2/18/2025 | Sunbelt Securities Inc. | 5,058 | $319K | 0.0% | -5.7% | 0.170% | |
2/18/2025 | First Heartland Consultants Inc. | 50,867 | $3.19M | 0.3% | +0.5% | 1.707% | |
2/17/2025 | Diligent Investors LLC | 31,260 | $1.96M | 0.5% | -3.1% | 1.049% | |
2/17/2025 | CoreCap Advisors LLC | 7,027 | $441K | 0.0% | -70.3% | 0.236% | |
2/17/2025 | Cetera Investment Advisers | 60,227 | $3.78M | 0.0% | -4.7% | 2.021% | |
2/17/2025 | Citadel Advisors LLC | 15,267 | $958K | 0.0% | -3.6% | 0.512% | |
2/14/2025 | Jane Street Group LLC | 48,432 | $3.04M | 0.0% | +202.0% | 1.625% | |
2/14/2025 | Tradition Wealth Management LLC | 97,645 | $6.13M | 0.5% | -2.4% | 3.277% | |
2/13/2025 | NewEdge Advisors LLC | 24,081 | $1.51M | 0.0% | -28.7% | 0.808% | |
2/13/2025 | CreativeOne Wealth LLC | 15,562 | $977K | 0.0% | N/A | 0.522% | |
2/13/2025 | Raymond James Financial Inc. | 54,283 | $3.41M | 0.0% | N/A | 1.822% | |
2/13/2025 | Trek Financial LLC | 8,050 | $505K | 0.0% | -3.9% | 0.270% | |
2/13/2025 | Envestnet Asset Management Inc. | 67,419 | $4.23M | 0.0% | -17.4% | 2.262% | |
2/12/2025 | OLD Mission Capital LLC | 8,003 | $502K | 0.0% | +120.7% | 0.269% | |
2/12/2025 | Riggs Capital Management LLC | 4,512 | $283K | 0.3% | N/A | 0.151% | |
2/12/2025 | Blair William & Co. IL | 7,628 | $479K | 0.0% | -11.4% | 0.256% | |
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2/12/2025 | Arlington Capital Management Inc. | 5,526 | $347K | 0.2% | +10.5% | 0.185% | |
2/11/2025 | LPL Financial LLC | 36,650 | $2.30M | 0.0% | -2.3% | 1.230% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 21,501 | $1.35M | 0.1% | -6.1% | 0.722% | |
2/10/2025 | GWN Securities Inc. | 4,481 | $281K | 0.1% | N/A | 0.150% | |
2/10/2025 | Commonwealth Equity Services LLC | 99,864 | $6.27M | 0.0% | -7.4% | 3.351% | |
2/10/2025 | VanWeelden Wealth Management LLC | 36,432 | $2.29M | 2.1% | N/A | 1.223% | |
2/10/2025 | Avantax Advisory Services Inc. | 6,722 | $422K | 0.0% | -8.2% | 0.226% | |
2/10/2025 | EverSource Wealth Advisors LLC | 2,369 | $149K | 0.0% | +132.0% | 0.079% | |
2/7/2025 | Sequoia Financial Advisors LLC | 31,109 | $1.95M | 0.0% | -3.0% | 1.044% | |
2/7/2025 | PFG Advisors | 10,939 | $687K | 0.0% | -20.6% | 0.367% | |
2/7/2025 | HighTower Advisors LLC | 110,202 | $6.92M | 0.0% | -3.8% | 3.698% | |
2/6/2025 | Raymond James Financial Inc. | 54,283 | $3.41M | 0.0% | N/A | 1.822% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 22,264 | $1.40M | 0.0% | -6.8% | 0.747% | |
2/5/2025 | Corrado Advisors LLC | 27,051 | $1.70M | 1.1% | -5.8% | 0.908% | |
2/5/2025 | Red Crane Wealth Management LLC | 17,140 | $1.08M | 1.0% | N/A | 0.575% | |
2/3/2025 | Clear Point Advisors Inc. | 5,589 | $351K | 0.3% | -3.5% | 0.188% | |
1/31/2025 | Atria Wealth Solutions Inc. | 18,497 | $1.16M | 0.0% | -17.4% | 0.621% | |
1/31/2025 | Truist Financial Corp | 90,975 | $5.71M | 0.0% | +0.8% | 3.053% | |
1/30/2025 | Principal Securities Inc. | 44,274 | $2.78M | 0.1% | -0.5% | 1.486% | |
1/29/2025 | Focus Financial Network Inc. | 10,324 | $648K | 0.0% | -6.1% | 0.346% | |
1/27/2025 | Summit Wealth Partners LLC | 8,240 | $517K | 0.1% | -34.9% | 0.277% | |
1/24/2025 | Alterna Wealth Management Inc. | 6,496 | $408K | 0.3% | -20.5% | 0.218% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 4,404 | $276K | 0.0% | +31.7% | 0.148% | |
1/24/2025 | ODonnell Financial Services LLC | 42,482 | $2.44M | 1.1% | +31.7% | 1.426% | |
1/23/2025 | FSA Advisors Inc. | 10,926 | $666K | 0.8% | +7.4% | 0.367% | |
1/23/2025 | Strategic Blueprint LLC | 71,285 | $4.48M | 0.3% | -2.6% | 2.392% | |
1/21/2025 | RFG Advisory LLC | 29,664 | $1.86M | 0.1% | -3.0% | 0.995% | |
1/17/2025 | Seros Financial LLC | 6,561 | $390K | 0.4% | N/A | 0.220% | |
1/17/2025 | Avior Wealth Management LLC | 8,702 | $546K | 0.0% | -6.8% | 0.292% | |
1/17/2025 | Janney Montgomery Scott LLC | 61,302 | $3.85M | 0.0% | +14.2% | 2.057% | |
1/15/2025 | Arkadios Wealth Advisors | 4,664 | $293K | 0.0% | -4.5% | 0.157% | |
1/15/2025 | Cypress Wealth Services LLC | 5,010 | $315K | 0.1% | -72.5% | 0.168% | |
1/14/2025 | Outlook Wealth Advisors LLC | 56,657 | $3.56M | 1.0% | -7.9% | 1.901% | |
1/14/2025 | Accurate Wealth Management LLC | 3,566 | $223K | 0.0% | -5.3% | 0.120% | |
1/13/2025 | BCS Wealth Management | 5,798 | $364K | 0.1% | -17.5% | 0.195% | |
1/13/2025 | AdvisorNet Financial Inc | 17,725 | $1.11M | 0.1% | -53.3% | 0.595% | |
1/13/2025 | Brookstone Capital Management | 21,570 | $1.35M | 0.0% | +61.1% | 0.724% | |
11/25/2024 | World Investment Advisors LLC | 10,936 | $665K | 0.0% | N/A | 0.367% | |
11/15/2024 | MML Investors Services LLC | 17,051 | $1.04M | 0.0% | N/A | 0.572% | |
11/15/2024 | Jane Street Group LLC | 16,039 | $975K | 0.0% | N/A | 0.538% | |
11/15/2024 | HighTower Advisors LLC | 114,531 | $6.97M | 0.0% | +542.5% | 3.843% | |
11/14/2024 | Tradition Wealth Management LLC | 100,091 | $6.09M | 0.5% | +8.0% | 3.359% | |
11/12/2024 | Centaurus Financial Inc. | 26,650 | $1.62M | 0.1% | +643.8% | 0.894% | |
11/12/2024 | Certified Advisory Corp | 7,251 | $441K | 0.0% | N/A | 0.243% | |
11/7/2024 | MAI Capital Management | 128,309 | $7.80M | 0.1% | +332.9% | 4.306% | |
11/5/2024 | First Heartland Consultants Inc. | 50,615 | $3.08M | 0.3% | +102.6% | 1.698% | |
11/1/2024 | Corrado Advisors LLC | 28,712 | $1.75M | 1.1% | -2.8% | 0.963% | |
10/30/2024 | Alterna Wealth Management Inc. | 8,171 | $497K | 0.4% | N/A | 0.274% | |
10/30/2024 | Arlington Capital Management Inc. | 5,003 | $304K | 0.3% | -57.5% | 0.168% | |
10/29/2024 | Janney Montgomery Scott LLC | 53,663 | $3.26M | 0.0% | +30.0% | 1.801% | |
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10/28/2024 | Creative Financial Designs Inc. ADV | 22,901 | $1.39M | 0.1% | +43.2% | 0.768% | |
10/28/2024 | Focus Financial Network Inc. | 11,000 | $669K | 0.0% | +11.2% | 0.369% | |
10/28/2024 | Principal Securities Inc. | 44,498 | $2.71M | 0.1% | +76.1% | 1.493% | |
10/28/2024 | Summit Wealth Partners LLC | 12,658 | $770K | 0.1% | +31.1% | 0.425% | |
10/25/2024 | Strategic Blueprint LLC | 73,199 | $4.45M | 0.3% | +44.7% | 2.456% | |
10/24/2024 | FSA Advisors Inc. | 10,173 | $618K | 0.6% | +12.0% | 0.341% | |
10/24/2024 | Motiv8 Investments LLC | 76,728 | $4.67M | 3.1% | +89.7% | 2.575% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 26,143 | $1.59M | 0.0% | +47.3% | 0.877% | |
10/24/2024 | Arkadios Wealth Advisors | 4,884 | $297K | 0.0% | N/A | 0.164% | |
10/23/2024 | Outlook Wealth Advisors LLC | 61,520 | $3.74M | 1.1% | +65.1% | 2.064% | |