5/27/2025 | Jacobi Capital Management LLC | 27,490 | $1.04M | 0.1% | -7.7% | 0.137% | |
5/20/2025 | Focus Partners Wealth | 179,689 | $6.79M | 0.0% | -10.3% | 0.898% | |
5/19/2025 | Jane Street Group LLC | 8,960 | $339K | 0.0% | -47.9% | 0.045% | |
5/19/2025 | Advisory Alpha LLC | 142,559 | $5.39M | 0.2% | -3.8% | 0.713% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 8,248 | $312K | 0.0% | -27.9% | 0.041% | |
5/16/2025 | Cape Investment Advisory Inc. | 17,970 | $679K | 0.3% | -8.0% | 0.090% | |
5/16/2025 | NewEdge Advisors LLC | 74,754 | $2.82M | 0.0% | -4.3% | 0.374% | |
5/16/2025 | Alliancebernstein L.P. | 2,627,369 | $99.26M | 0.0% | -0.4% | 13.137% | |
5/15/2025 | MAI Capital Management | 53,898 | $2.04M | 0.0% | -3.7% | 0.269% | |
5/15/2025 | OLD Mission Capital LLC | 298,836 | $11.29M | 0.1% | +734.6% | 1.494% | |
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5/14/2025 | CreativeOne Wealth LLC | 25,807 | $975K | 0.0% | -5.9% | 0.129% | |
5/14/2025 | Luminist Capital LLC | 5,586 | $211K | 0.2% | N/A | 0.028% | |
5/14/2025 | Kestra Advisory Services LLC | 289,507 | $10.94M | 0.1% | -28.1% | 1.448% | |
5/14/2025 | Tradition Wealth Management LLC | 63,664 | $2.41M | 0.2% | -5.6% | 0.318% | |
5/13/2025 | Raymond James Financial Inc. | 288,146 | $10.89M | 0.0% | -3.6% | 1.441% | |
5/13/2025 | Cresset Asset Management LLC | 466,215 | $17.61M | 0.1% | -0.8% | 2.331% | |
5/13/2025 | Forvis Mazars Wealth Advisors LLC | 35,065 | $1.33M | 0.0% | -24.8% | 0.175% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 245,610 | $9.28M | 0.0% | -1.5% | 1.228% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 3,463 | $131K | 0.2% | +82.3% | 0.017% | |
5/13/2025 | HighTower Advisors LLC | 535,638 | $20.24M | 0.0% | -11.8% | 2.678% | |
5/12/2025 | Benjamin Edwards Inc. | 19,572 | $739K | 0.0% | -9.5% | 0.098% | |
5/12/2025 | Townsquare Capital LLC | 23,574 | $891K | 0.0% | -1.7% | 0.118% | |
5/12/2025 | Integrity Financial Corp WA | 1,408 | $53K | 0.0% | -62.7% | 0.007% | |
5/12/2025 | Red Crane Wealth Management LLC | 46,480 | $1.76M | 1.7% | -0.6% | 0.232% | |
5/9/2025 | Altfest L J & Co. Inc. | 15,494 | $585K | 0.1% | -6.2% | 0.077% | |
5/9/2025 | WealthShield Partners LLC | 3,850 | $145K | 0.0% | +1,000.0% | 0.019% | |
5/9/2025 | Atria Wealth Solutions Inc. | 58,027 | $2.19M | 0.0% | -5.7% | 0.290% | |
5/9/2025 | Gill Capital Partners LLC | 110,155 | $4.16M | 1.4% | -4.1% | 0.551% | |
5/9/2025 | Commonwealth Equity Services LLC | 584,114 | $22.07M | 0.0% | -29.9% | 2.921% | |
5/9/2025 | Blair William & Co. IL | 460,579 | $17.40M | 0.1% | -3.6% | 2.303% | |
5/8/2025 | Harbour Investments Inc. | 18,101 | $684K | 0.0% | -8.4% | 0.091% | |
5/8/2025 | Sound View Wealth Advisors Group LLC | 7,361 | $278K | 0.0% | +4.0% | 0.037% | |
5/7/2025 | PTM Wealth Management LLC | 17,683 | $624K | 0.6% | N/A | 0.088% | |
5/7/2025 | Foundations Investment Advisors LLC | 31,687 | $1.20M | 0.0% | -1.8% | 0.158% | |
5/7/2025 | Bellwether Advisors LLC | 64,569 | $2.44M | 0.5% | -69.0% | 0.323% | |
5/7/2025 | LPL Financial LLC | 177,345 | $6.70M | 0.0% | +20.2% | 0.887% | |
5/7/2025 | Bedel Financial Consulting Inc. | 7,466 | $282K | 0.0% | -4.5% | 0.037% | |
5/6/2025 | Cetera Investment Advisers | 266,814 | $10.08M | 0.0% | -8.1% | 1.334% | |
5/6/2025 | AE Wealth Management LLC | 77,192 | $2.92M | 0.0% | -5.7% | 0.386% | |
5/6/2025 | Summit Wealth Partners LLC | 9,990 | $377K | 0.1% | -15.9% | 0.050% | |
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5/5/2025 | IFP Advisors Inc | 18,922 | $715K | 0.0% | -54.6% | 0.100% | |
5/2/2025 | Kingsview Wealth Management LLC | 24,891 | $940K | 0.0% | -5.9% | 0.131% | |
5/2/2025 | Ascent Wealth Partners LLC | 248,234 | $9.38M | 1.3% | -46.5% | 1.310% | |
5/2/2025 | Apollon Wealth Management LLC | 12,000 | $453K | 0.0% | -20.0% | 0.063% | |
5/2/2025 | Sigma Planning Corp | 16,151 | $610K | 0.0% | -45.1% | 0.085% | |
5/1/2025 | Corrado Advisors LLC | 83,582 | $3.16M | 2.1% | -0.6% | 0.441% | |
5/1/2025 | Stephens Inc. AR | 163,240 | $6.17M | 0.1% | -7.0% | 0.861% | |
5/1/2025 | Nikulski Financial Inc. | 8,970 | $339K | 0.1% | -3.2% | 0.047% | |
4/30/2025 | Axxcess Wealth Management LLC | 9,265 | $350K | 0.0% | N/A | 0.049% | |
4/30/2025 | John W. Brooker & Co. CPAs | 46,008 | $1.74M | 0.7% | -1.3% | 0.243% | |
4/30/2025 | Trek Financial LLC | 72,579 | $2.74M | 0.2% | -17.9% | 0.383% | |
4/29/2025 | Envestnet Asset Management Inc. | 398,987 | $15.07M | 0.0% | -4.4% | 2.105% | |
4/29/2025 | Penserra Capital Management LLC | 1,258,484 | $47.55M | 0.8% | +3.6% | 6.641% | |
4/29/2025 | World Investment Advisors | 7,769 | $294K | 0.0% | -63.0% | 0.041% | |
4/29/2025 | Capital Investment Advisory Services LLC | 104,082 | $3.93M | 0.4% | -1.6% | 0.549% | |
4/29/2025 | Strategic Blueprint LLC | 17,105 | $646K | 0.0% | -4.3% | 0.090% | |
4/29/2025 | Brookstone Capital Management | 200,847 | $7.59M | 0.1% | -78.8% | 1.060% | |
4/29/2025 | OneDigital Investment Advisors LLC | 59,905 | $2.26M | 0.0% | -5.7% | 0.316% | |
4/29/2025 | Silver Oak Securities Incorporated | 24,942 | $939K | 0.1% | -2.5% | 0.132% | |
4/28/2025 | Weaver Consulting Group | 22,659 | $856K | 0.3% | -3.8% | 0.120% | |
4/28/2025 | Elmwood Wealth Management Inc. | 7,300 | $276K | 0.1% | -29.1% | 0.039% | |
4/25/2025 | Parker Financial LLC | 7,009 | $265K | 0.1% | -14.0% | 0.037% | |
4/23/2025 | Cornerstone Wealth Group LLC | 31,455 | $1.19M | 0.1% | -8.2% | 0.166% | |
4/23/2025 | Valmark Advisers Inc. | 46,320 | $1.75M | 0.0% | -4.9% | 0.244% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 130,008 | $4.91M | 0.0% | -1.9% | 0.686% | |
4/22/2025 | Weaver Capital Management LLC | 29,187 | $1.10M | 0.3% | -24.9% | 0.154% | |
4/18/2025 | DHJJ Financial Advisors Ltd. | 49,625 | $1.88M | 0.8% | -1.9% | 0.262% | |
4/17/2025 | Janney Montgomery Scott LLC | 70,564 | $2.67M | 0.0% | +1.8% | 0.372% | |
4/17/2025 | Keystone Wealth Services LLC | 81,349 | $3.07M | 0.8% | -3.4% | 0.429% | |
4/16/2025 | CRA Financial Services LLC | 85,954 | $3.25M | 0.6% | -6.9% | 0.454% | |
4/16/2025 | Southland Equity Partners LLC | 77,400 | $2.92M | 0.7% | -3.1% | 0.408% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 126,591 | $4.78M | 0.0% | -13.5% | 0.668% | |
4/15/2025 | Yarger Wealth Strategies LLC | 73,435 | $2.77M | 1.6% | -0.7% | 0.388% | |
4/15/2025 | Chris Bulman Inc | 48,700 | $1.84M | 1.2% | -13.7% | 0.257% | |
4/15/2025 | Focus Financial Network Inc. | 19,990 | $755K | 0.0% | -1.5% | 0.105% | |
4/14/2025 | Farther Finance Advisors LLC | 12,185 | $461K | 0.0% | +86.7% | 0.064% | |
4/14/2025 | BCS Wealth Management | 68,723 | $2.60M | 0.7% | -15.4% | 0.345% | |
4/14/2025 | ARS Wealth Advisors Group LLC | 22,575 | $853K | 0.1% | -27.8% | 0.113% | |
4/14/2025 | Miracle Mile Advisors LLC | 208,798 | $7.89M | 0.2% | -0.8% | 1.048% | |
4/11/2025 | First City Capital Management Inc. | 51,438 | $1.94M | 1.2% | -0.8% | 0.258% | |
4/11/2025 | KFG Wealth Management LLC | 89,298 | $3.37M | 0.6% | -20.3% | 0.448% | |
4/10/2025 | Retirement Planning Group LLC | 18,974 | $717K | 0.0% | -3.8% | 0.095% | |
4/10/2025 | Whipplewood Advisors LLC | 3,484 | $132K | 0.0% | +1,591.3% | 0.017% | |
4/9/2025 | Buska Wealth Management LLC | 37,854 | $1.43M | 0.4% | -5.5% | 0.190% | |
4/9/2025 | RFG Advisory LLC | 40,975 | $1.55M | 0.0% | +12.4% | 0.206% | |
4/9/2025 | Milestone Asset Management LLC | 15,876 | $600K | 0.1% | -8.4% | 0.080% | |
4/9/2025 | Cypress Financial Planning LLC | 16,999 | $642K | 0.2% | -14.5% | 0.085% | |
4/9/2025 | Castle Rock Wealth Management LLC | 20,756 | $785K | 0.2% | -2.5% | 0.104% | |
4/8/2025 | Advisory Alpha LLC | 142,559 | $5.39M | 0.3% | -3.8% | 0.715% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 146,386 | $5.64M | 0.0% | -62.3% | 0.732% | |
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3/6/2025 | Wood Tarver Financial Group LLC | 2,672 | $102K | 0.0% | N/A | 0.013% | |
3/5/2025 | Castle Rock Wealth Management LLC | 21,286 | $837K | 0.2% | -3.2% | 0.102% | |
3/4/2025 | Buska Wealth Management LLC | 40,056 | $1.54M | 0.5% | -17.4% | 0.192% | |
2/27/2025 | Bernard Wealth Management Corp. | 751 | $29K | 0.0% | N/A | 0.004% | |
2/25/2025 | Armis Advisers LLC | 13,084 | $504K | 0.1% | N/A | 0.063% | |
2/18/2025 | Investment Management Corp VA ADV | 1,546 | $60K | 0.1% | N/A | 0.008% | |
2/18/2025 | Orion Capital Management LLC | 36,505 | $1.41M | 0.6% | -6.3% | 0.183% | |
2/17/2025 | Wolverine Trading LLC | 21,817 | $841K | 0.0% | N/A | 0.109% | |
2/17/2025 | Focus Partners Wealth | 200,244 | $7.71M | 0.0% | -0.5% | 1.001% | |
2/17/2025 | Diligent Investors LLC | 118,939 | $4.58M | 1.1% | -1.2% | 0.595% | |