5/21/2025 | MBL Wealth LLC | 8,345 | $298K | 0.0% | -16.3% | 0.038% | |
5/20/2025 | Belpointe Asset Management LLC | 105,037 | $3.75M | 0.2% | -41.3% | 0.482% | |
5/20/2025 | Focus Partners Wealth | 33,491 | $1.19M | 0.0% | -2.4% | 0.154% | |
5/20/2025 | Integrity Alliance LLC. | 5,896 | $210K | 0.0% | N/A | 0.027% | |
5/19/2025 | Advisory Alpha LLC | 68,711 | $2.45M | 0.1% | +14.6% | 0.315% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 13,733 | $490K | 0.0% | +23.0% | 0.063% | |
5/16/2025 | Cape Investment Advisory Inc. | 5,890 | $210K | 0.1% | +5.4% | 0.027% | |
5/16/2025 | NewEdge Advisors LLC | 45,783 | $1.63M | 0.0% | -44.5% | 0.210% | |
5/16/2025 | Alliancebernstein L.P. | 2,305,069 | $82.20M | 0.0% | +13.3% | 10.574% | |
5/16/2025 | AQR Capital Management LLC | 15,915 | $568K | 0.0% | +6.7% | 0.073% | |
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5/15/2025 | MAI Capital Management | 8,471 | $302K | 0.0% | +8.8% | 0.039% | |
5/14/2025 | Triad Wealth Partners LLC | 27,671 | $987K | 0.3% | +77.7% | 0.127% | |
5/14/2025 | CreativeOne Wealth LLC | 30,860 | $1.10M | 0.0% | -15.0% | 0.142% | |
5/14/2025 | Per Stirling Capital Management LLC. | 15,259 | $544K | 0.1% | +4.2% | 0.070% | |
5/14/2025 | Heritage Wealth Partners LLC | 74,111 | $2.64M | 4.0% | N/A | 0.340% | |
5/14/2025 | Kestra Advisory Services LLC | 192,479 | $6.86M | 0.0% | -15.4% | 0.883% | |
5/14/2025 | Tradition Wealth Management LLC | 220,455 | $7.86M | 0.7% | -3.2% | 1.011% | |
5/13/2025 | Raymond James Financial Inc. | 335,663 | $11.97M | 0.0% | +3.8% | 1.540% | |
5/13/2025 | Cresset Asset Management LLC | 63,505 | $2.27M | 0.0% | -3.1% | 0.291% | |
5/13/2025 | Forvis Mazars Wealth Advisors LLC | 223,477 | $7.97M | 0.2% | -13.2% | 1.025% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 12,927 | $461K | 0.0% | +27.0% | 0.059% | |
5/13/2025 | Leigh Baldwin & CO. LLC | 11,100 | $396K | 0.3% | -11.9% | 0.051% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 296,713 | $10.58M | 0.1% | +31.6% | 1.361% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 4,913 | $175K | 0.2% | +12.2% | 0.023% | |
5/13/2025 | HighTower Advisors LLC | 242,636 | $8.65M | 0.0% | -2.7% | 1.113% | |
5/12/2025 | Benjamin Edwards Inc. | 7,355 | $262K | 0.0% | +4.6% | 0.034% | |
5/12/2025 | Townsquare Capital LLC | 19,443 | $693K | 0.0% | -26.9% | 0.089% | |
5/9/2025 | WealthShield Partners LLC | 3,117 | $111K | 0.0% | +136.7% | 0.014% | |
5/9/2025 | Atria Wealth Solutions Inc. | 29,119 | $1.04M | 0.0% | -41.1% | 0.134% | |
5/9/2025 | Encompass More Asset Management | 43,443 | $1.55M | 0.5% | +26.5% | 0.199% | |
5/9/2025 | Gill Capital Partners LLC | 156,306 | $5.57M | 1.9% | -1.0% | 0.717% | |
5/9/2025 | Commonwealth Equity Services LLC | 657,977 | $23.46M | 0.0% | -38.1% | 3.018% | |
5/9/2025 | Blair William & Co. IL | 105,177 | $3.75M | 0.0% | -1.9% | 0.482% | |
5/8/2025 | Helium Advisors LLC | 24,152 | $861K | 0.6% | -21.8% | 0.111% | |
5/8/2025 | NorthRock Partners LLC | 1,799 | $64K | 0.0% | N/A | 0.008% | |
5/8/2025 | Arkadios Wealth Advisors | 16,114 | $575K | 0.0% | -16.9% | 0.074% | |
5/8/2025 | FSA Advisors Inc. | 24,890 | $971K | 0.8% | -3.8% | 0.114% | |
5/7/2025 | Evermay Wealth Management LLC | 37,895 | $1.35M | 0.2% | +27.8% | 0.174% | |
5/7/2025 | Foundations Investment Advisors LLC | 144,893 | $5.17M | 0.1% | -1.6% | 0.665% | |
5/7/2025 | Bellwether Advisors LLC | 212,049 | $7.56M | 1.6% | -1.0% | 0.973% | |
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5/7/2025 | LPL Financial LLC | 231,856 | $8.27M | 0.0% | +50.8% | 1.064% | |
5/7/2025 | Caliber Wealth Management LLC KS | 5,970 | $213K | 0.0% | N/A | 0.027% | |
5/6/2025 | Cetera Investment Advisers | 232,650 | $8.30M | 0.0% | +19.2% | 1.067% | |
5/6/2025 | Avantax Advisory Services Inc. | 22,031 | $786K | 0.0% | -6.4% | 0.101% | |
5/6/2025 | AE Wealth Management LLC | 25,641 | $914K | 0.0% | -24.8% | 0.118% | |
5/6/2025 | WorthPointe LLC | 44,511 | $1.59M | 0.7% | +1.3% | 0.213% | |
5/5/2025 | Blue Bell Private Wealth Management LLC | 25,644 | $914K | 0.2% | -3.3% | 0.123% | |
5/5/2025 | IFP Advisors Inc | 21,591 | $770K | 0.0% | -20.2% | 0.103% | |
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% | |
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% | |
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% | |
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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% | |