5/2/2025 | Ascent Wealth Partners LLC | 13,260 | $473K | 0.1% | -68.9% | 0.063% | |
5/2/2025 | Apollon Wealth Management LLC | 40,562 | $1.45M | 0.0% | -7.9% | 0.194% | |
5/1/2025 | Corrado Advisors LLC | 56,955 | $2.03M | 1.4% | -0.6% | 0.273% | |
5/1/2025 | CWM LLC | 166,306 | $5.93M | 0.0% | +71.8% | 0.796% | |
5/1/2025 | Stephens Inc. AR | 69,385 | $2.47M | 0.0% | -1.8% | 0.332% | |
5/1/2025 | Nikulski Financial Inc. | 109,550 | $3.91M | 1.2% | -0.9% | 0.524% | |
5/1/2025 | Fidelis Capital Partners LLC | 14,030 | $496K | 0.1% | N/A | 0.067% | |
4/30/2025 | Cerity Partners LLC | 12,968 | $462K | 0.0% | +7.0% | 0.062% | |
4/30/2025 | Axxcess Wealth Management LLC | 6,217 | $222K | 0.0% | N/A | 0.030% | |
4/30/2025 | Trek Financial LLC | 47,157 | $1.68M | 0.1% | -18.3% | 0.226% | |
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4/29/2025 | U.S. Capital Wealth Advisors LLC | 10,028 | $358K | 0.0% | +11.4% | 0.048% | |
4/29/2025 | Wood Tarver Financial Group LLC | 11,460 | $409K | 0.1% | +9.1% | 0.055% | |
4/29/2025 | Envestnet Asset Management Inc. | 247,136 | $8.81M | 0.0% | -15.5% | 1.182% | |
4/29/2025 | Penserra Capital Management LLC | 1,324,884 | $47.25M | 0.8% | +3.6% | 6.339% | |
4/29/2025 | World Investment Advisors | 23,634 | $843K | 0.0% | -6.0% | 0.113% | |
4/29/2025 | Capital Investment Advisory Services LLC | 2,192 | $78K | 0.0% | +50.4% | 0.010% | |
4/29/2025 | Strategic Blueprint LLC | 40,646 | $1.45M | 0.1% | -14.6% | 0.194% | |
4/29/2025 | Brookstone Capital Management | 97,136 | $3.46M | 0.0% | -38.3% | 0.465% | |
4/29/2025 | Silver Oak Securities Incorporated | 9,501 | $337K | 0.0% | -20.1% | 0.045% | |
4/28/2025 | Mutual Advisors LLC | 12,904 | $456K | 0.0% | -8.6% | 0.062% | |
4/28/2025 | Straight Path Wealth Management | 25,671 | $915K | 0.4% | +4.3% | 0.123% | |
4/28/2025 | Weaver Consulting Group | 22,909 | $817K | 0.2% | -1.4% | 0.110% | |
4/28/2025 | Elmwood Wealth Management Inc. | 97,530 | $3.48M | 1.4% | -2.4% | 0.467% | |
4/24/2025 | Capasso Planning Partners LLC | 13,332 | $475K | 0.2% | -82.6% | 0.064% | |
4/23/2025 | Cornerstone Wealth Group LLC | 25,824 | $921K | 0.1% | -12.5% | 0.124% | |
4/23/2025 | Retirement Guys Formula LLC | 8,971 | $320K | 0.2% | -22.6% | 0.043% | |
4/23/2025 | AssuredPartners Investment Advisors LLC | 63,109 | $2.25M | 0.4% | -3.9% | 0.302% | |
4/23/2025 | Valmark Advisers Inc. | 35,889 | $1.28M | 0.0% | -20.9% | 0.172% | |
4/23/2025 | Vantage Point Financial LLC | 36,336 | $1.30M | 0.7% | +7.6% | 0.174% | |
4/23/2025 | Continuum Advisory LLC | 21,512 | $767K | 0.1% | -3.8% | 0.103% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 159,515 | $5.69M | 0.0% | +6.9% | 0.763% | |
4/22/2025 | Weaver Capital Management LLC | 22,973 | $819K | 0.2% | -48.2% | 0.110% | |
4/21/2025 | Siligmueller & Norvid Wealth Advisors LLC | 143,149 | $5.11M | 2.2% | -0.2% | 0.685% | |
4/18/2025 | DHJJ Financial Advisors Ltd. | 35,261 | $1.26M | 0.5% | -5.8% | 0.169% | |
4/17/2025 | AA Financial Advisors LLC | 216,839 | $7.73M | 1.9% | +1.2% | 1.038% | |
4/17/2025 | Sagespring Wealth Partners LLC | 11,709 | $418K | 0.0% | +2.9% | 0.056% | |
4/17/2025 | Janney Montgomery Scott LLC | 260,087 | $9.28M | 0.0% | +7.4% | 1.244% | |
4/16/2025 | CRA Financial Services LLC | 69,130 | $2.47M | 0.4% | -1.3% | 0.331% | |
4/16/2025 | Southland Equity Partners LLC | 213,211 | $7.60M | 1.8% | -5.1% | 1.020% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 65,338 | $2.33M | 0.0% | -16.9% | 0.313% | |
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4/16/2025 | Seros Financial LLC | 8,528 | $304K | 0.2% | -17.6% | 0.041% | |
4/15/2025 | Chris Bulman Inc | 13,000 | $464K | 0.3% | -7.1% | 0.062% | |
4/15/2025 | Focus Financial Network Inc. | 16,076 | $573K | 0.0% | -16.1% | 0.077% | |
4/15/2025 | Fiduciary Financial Group LLC | 10,329 | $355K | 0.1% | +24.6% | 0.049% | |
4/14/2025 | Farther Finance Advisors LLC | 68,280 | $2.44M | 0.1% | +18.1% | 0.327% | |
4/14/2025 | Outlook Wealth Advisors LLC | 25,620 | $914K | 0.3% | -2.4% | 0.123% | |
4/14/2025 | BCS Wealth Management | 44,066 | $1.57M | 0.4% | -14.4% | 0.211% | |
4/14/2025 | City Center Advisors LLC | 13,665 | $487K | 0.6% | +4.1% | 0.075% | |
4/14/2025 | ARS Wealth Advisors Group LLC | 9,936 | $354K | 0.0% | -67.2% | 0.054% | |
4/14/2025 | Miracle Mile Advisors LLC | 560,859 | $20M | 0.4% | -0.4% | 3.068% | |
4/14/2025 | Patriot Financial Group Insurance Agency LLC | 36,187 | $1.29M | 0.2% | -4.7% | 0.198% | |
4/11/2025 | KFG Wealth Management LLC | 153,057 | $5.46M | 1.0% | +4.1% | 0.837% | |
4/11/2025 | Pinnacle Wealth Management Group Inc. | 118,552 | $4.23M | 2.9% | -8.1% | 0.649% | |
4/10/2025 | Diligent Investors LLC | 76,192 | $2.72M | 0.7% | -2.4% | 0.417% | |
4/9/2025 | RFG Advisory LLC | 37,050 | $1.32M | 0.0% | +72.1% | 0.203% | |
4/9/2025 | HBW Advisory Services LLC | 82,104 | $2.93M | 0.4% | -11.4% | 0.449% | |
4/8/2025 | Advisory Alpha LLC | 68,711 | $2.45M | 0.2% | +14.6% | 0.376% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 78,611 | $2.89M | 0.0% | -91.0% | 0.425% | |
3/6/2025 | Wood Tarver Financial Group LLC | 10,508 | $385K | 0.1% | N/A | 0.056% | |
3/5/2025 | Castle Rock Wealth Management LLC | 69,555 | $2.62M | 0.6% | -3.2% | 0.372% | |
2/27/2025 | Bernard Wealth Management Corp. | 1,220 | $45K | 0.0% | N/A | 0.007% | |
2/25/2025 | Leigh Baldwin & CO. LLC | 12,600 | $462K | 0.3% | N/A | 0.067% | |
2/25/2025 | Armis Advisers LLC | 34,803 | $1.28M | 0.2% | N/A | 0.186% | |
2/18/2025 | Helium Advisors LLC | 30,866 | $1.13M | 0.9% | N/A | 0.108% | |
2/18/2025 | Orion Capital Management LLC | 14,445 | $530K | 0.2% | -2.0% | 0.051% | |
2/17/2025 | Focus Partners Wealth | 34,306 | $1.26M | 0.0% | -7.2% | 0.120% | |
2/17/2025 | Diligent Investors LLC | 78,070 | $2.87M | 0.7% | -4.3% | 0.274% | |
2/17/2025 | CoreCap Advisors LLC | 84,972 | $3.12M | 0.1% | -7.4% | 0.298% | |
2/17/2025 | Cetera Investment Advisers | 195,215 | $7.17M | 0.0% | -44.1% | 0.684% | |
2/17/2025 | Citadel Advisors LLC | 20,894 | $767K | 0.0% | +30.3% | 0.073% | |
2/17/2025 | Chapman Financial Group LLC | 35,836 | $1.32M | 1.1% | N/A | 0.126% | |
2/17/2025 | Benjamin Edwards Inc. | 7,032 | $258K | 0.0% | -20.7% | 0.025% | |
2/14/2025 | Jane Street Group LLC | 65,960 | $2.42M | 0.0% | +663.7% | 0.231% | |
2/14/2025 | Bellwether Advisors LLC | 214,106 | $7.86M | 1.4% | -0.3% | 0.750% | |
2/14/2025 | Beacon Pointe Advisors LLC | 149,310 | $5.48M | 0.1% | +4.8% | 0.523% | |
2/14/2025 | Two Sigma Securities LLC | 14,026 | $515K | 0.1% | N/A | 0.049% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 225,394 | $8.27M | 0.0% | -2.0% | 0.790% | |
2/14/2025 | OneDigital Investment Advisors LLC | 28,238 | $1.04M | 0.0% | +29.0% | 0.099% | |
2/14/2025 | Tradition Wealth Management LLC | 227,695 | $8.36M | 0.7% | -6.1% | 0.798% | |
2/14/2025 | MML Investors Services LLC | 167,355 | $6.14M | 0.0% | +0.9% | 0.587% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 1,243 | $46K | 0.0% | +57.3% | 0.004% | |
2/13/2025 | NewEdge Advisors LLC | 82,444 | $3.03M | 0.0% | -0.4% | 0.289% | |
2/13/2025 | Belpointe Asset Management LLC | 178,787 | $6.35M | 0.4% | -2.8% | 0.627% | |
2/13/2025 | CreativeOne Wealth LLC | 36,316 | $1.33M | 0.0% | +1.9% | 0.127% | |
2/13/2025 | Mariner LLC | 18,578 | $682K | 0.0% | -14.2% | 0.065% | |
2/13/2025 | Barclays PLC | 1,670 | $61K | 0.0% | N/A | 0.006% | |
2/13/2025 | Sagespring Wealth Partners LLC | 11,376 | $418K | 0.0% | N/A | 0.040% | |
2/13/2025 | Townsquare Capital LLC | 26,581 | $976K | 0.0% | -4.9% | 0.093% | |
2/13/2025 | Trek Financial LLC | 57,719 | $2.12M | 0.2% | -1.0% | 0.202% | |
2/13/2025 | Waterloo Capital L.P. | 19,747 | $725K | 0.1% | -1.4% | 0.069% | |
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2/13/2025 | Envestnet Asset Management Inc. | 292,492 | $10.74M | 0.0% | -5.1% | 1.025% | |
2/12/2025 | Arete Wealth Advisors LLC | 10,520 | $386K | 0.0% | -21.1% | 0.037% | |
2/12/2025 | World Investment Advisors | 25,149 | $923K | 0.0% | -15.7% | 0.088% | |
2/12/2025 | OLD Mission Capital LLC | 28,188 | $1.04M | 0.0% | +216.8% | 0.099% | |
2/12/2025 | Riggs Capital Management LLC | 12,002 | $441K | 0.4% | N/A | 0.042% | |
2/12/2025 | Alliancebernstein L.P. | 2,034,252 | $74.67M | 0.0% | -1.8% | 7.130% | |
2/12/2025 | Bullseye Investment Management LLC | 36,653 | $1.34M | 0.9% | +1.0% | 0.128% | |
2/12/2025 | Orion Portfolio Solutions LLC | 184,541 | $6.77M | 0.1% | -0.8% | 0.647% | |
2/12/2025 | AssuredPartners Investment Advisors LLC | 65,667 | $2.41M | 0.5% | N/A | 0.230% | |
2/12/2025 | JPMorgan Chase & Co. | 5,804 | $213K | 0.0% | +4,136.5% | 0.020% | |