7/2/2025 | HBW Advisory Services LLC | 14,129 | $565K | 0.1% | -1.9% | 0.054% | |
6/13/2025 | Optima Capital LLC | 5,679 | $214K | 0.1% | -12.2% | 0.022% | |
5/21/2025 | MBL Wealth LLC | 103,240 | $3.88M | 0.4% | +2.3% | 0.395% | |
5/20/2025 | Belpointe Asset Management LLC | 149,262 | $5.62M | 0.3% | +1,209.0% | 0.571% | |
5/20/2025 | Focus Partners Wealth | 32,088 | $1.21M | 0.0% | -2.1% | 0.123% | |
5/19/2025 | SageView Advisory Group LLC | 72,040 | $2.71M | 0.1% | +66.5% | 0.276% | |
5/16/2025 | Talon Private Wealth LLC | 52,306 | $1.97M | 0.3% | +23.0% | 0.200% | |
5/16/2025 | NewEdge Advisors LLC | 62,834 | $2.36M | 0.0% | -19.5% | 0.240% | |
5/16/2025 | Alliancebernstein L.P. | 4,650,427 | $174.86M | 0.1% | -12.2% | 17.797% | |
5/16/2025 | AQR Capital Management LLC | 15,200 | $572K | 0.0% | +3.6% | 0.058% | |
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5/15/2025 | MAI Capital Management | 94,951 | $3.57M | 0.0% | +36.4% | 0.363% | |
5/15/2025 | Calton & Associates Inc. | 6,012 | $226K | 0.1% | N/A | 0.023% | |
5/14/2025 | CreativeOne Wealth LLC | 20,196 | $759K | 0.0% | -2.1% | 0.077% | |
5/14/2025 | Kestra Advisory Services LLC | 257,248 | $9.67M | 0.0% | -4.7% | 0.984% | |
5/14/2025 | Frisch Financial Group Inc. | 39,351 | $1.48M | 0.4% | N/A | 0.151% | |
5/14/2025 | Tradition Wealth Management LLC | 46,917 | $1.76M | 0.2% | +22.4% | 0.180% | |
5/13/2025 | Raymond James Financial Inc. | 267,679 | $10.07M | 0.0% | +0.7% | 1.024% | |
5/13/2025 | Cresset Asset Management LLC | 191,897 | $7.22M | 0.0% | -0.8% | 0.734% | |
5/13/2025 | Forvis Mazars Wealth Advisors LLC | 79,155 | $2.98M | 0.1% | -19.9% | 0.303% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 37,090 | $1.40M | 0.1% | +6.8% | 0.142% | |
5/13/2025 | Compass Advisory Group LLC | 74,414 | $2.80M | 1.0% | +1.2% | 0.285% | |
5/13/2025 | Long Island Wealth Management Inc. | 26,524 | $997K | 0.6% | +3.0% | 0.102% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 1,043,210 | $39.23M | 0.2% | -2.5% | 3.992% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 8,350 | $314K | 0.0% | N/A | 0.032% | |
5/13/2025 | HighTower Advisors LLC | 575,797 | $21.65M | 0.0% | 0.0% | 2.204% | |
5/12/2025 | Townsquare Capital LLC | 115,796 | $4.35M | 0.0% | +25.7% | 0.443% | |
5/9/2025 | West Michigan Advisors LLC | 223,765 | $8.41M | 2.8% | -0.4% | 0.856% | |
5/9/2025 | Atria Wealth Solutions Inc. | 73,565 | $2.77M | 0.0% | +8.2% | 0.282% | |
5/9/2025 | Gill Capital Partners LLC | 115,576 | $4.35M | 1.5% | +41.5% | 0.442% | |
5/9/2025 | Commonwealth Equity Services LLC | 643,762 | $24.21M | 0.0% | +4.3% | 2.464% | |
5/9/2025 | Blair William & Co. IL | 850,373 | $31.97M | 0.1% | +34.0% | 3.254% | |
5/8/2025 | Harbour Investments Inc. | 99,735 | $3.75M | 0.1% | +2.0% | 0.382% | |
5/8/2025 | Grantvest Financial Group LLC | 7,228 | $272K | 0.2% | N/A | 0.028% | |
5/8/2025 | Arkadios Wealth Advisors | 17,436 | $656K | 0.0% | N/A | 0.067% | |
5/8/2025 | FSA Advisors Inc. | 30,433 | $1.14M | 0.9% | +60.9% | 0.116% | |
5/7/2025 | PTM Wealth Management LLC | 37,167 | $1.31M | 1.3% | N/A | 0.142% | |
5/7/2025 | Foundations Investment Advisors LLC | 244,567 | $9.20M | 0.2% | +1.1% | 0.936% | |
5/7/2025 | Bellwether Advisors LLC | 201,633 | $7.58M | 1.6% | +393.1% | 0.772% | |
5/7/2025 | Horan Capital Advisors LLC. | 12,374 | $465K | 0.2% | -13.8% | 0.047% | |
5/7/2025 | LPL Financial LLC | 473,453 | $17.80M | 0.0% | +99.5% | 1.812% | |
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5/7/2025 | Brown Wealth Management LLC | 70,762 | $2.66M | 0.9% | +110.7% | 0.271% | |
5/7/2025 | HB Wealth Management LLC | 118,907 | $4.47M | 0.0% | +0.4% | 0.455% | |
5/7/2025 | Keystone Financial Group Inc. | 10,738 | $404K | 0.3% | +70.2% | 0.041% | |
5/7/2025 | Phoenix Financial Ltd. | 18,640 | $703K | 0.0% | -19.1% | 0.071% | |
5/6/2025 | Cetera Investment Advisers | 273,827 | $10.30M | 0.0% | +26.9% | 1.048% | |
5/6/2025 | AE Wealth Management LLC | 45,272 | $1.70M | 0.0% | -1.0% | 0.171% | |
5/6/2025 | Retirement Income Solutions Inc | 38,677 | $1.45M | 0.3% | +7.3% | 0.146% | |
5/6/2025 | Old Port Advisors | 10,650 | $400K | 0.1% | N/A | 0.040% | |
5/5/2025 | IFP Advisors Inc | 42,537 | $1.60M | 0.0% | +11.2% | 0.161% | |
5/5/2025 | Calton & Associates Inc. | 5,318 | $200K | 0.0% | N/A | 0.020% | |
5/5/2025 | Csenge Advisory Group | 16,750 | $611K | 0.0% | -7.2% | 0.063% | |
5/5/2025 | Diversify Advisory Services LLC | 10,625 | $398K | 0.0% | -31.1% | 0.040% | |
5/5/2025 | Riverchase Wealth Management LLC | 6,224 | $234K | 0.2% | N/A | 0.024% | |
5/2/2025 | Kingsview Wealth Management LLC | 9,509 | $358K | 0.0% | N/A | 0.036% | |
5/2/2025 | Ascent Wealth Partners LLC | 25,036 | $941K | 0.1% | +20.3% | 0.095% | |
5/2/2025 | Firestone Capital Management | 12,474 | $469K | 0.1% | -18.5% | 0.047% | |
5/2/2025 | Sigma Planning Corp | 11,975 | $450K | 0.0% | -4.0% | 0.045% | |
5/1/2025 | Corrado Advisors LLC | 71,903 | $2.70M | 1.8% | -0.8% | 0.272% | |
5/1/2025 | Stephens Inc. AR | 614,711 | $23.11M | 0.3% | -0.6% | 2.324% | |
4/30/2025 | Axxcess Wealth Management LLC | 9,515 | $358K | 0.0% | N/A | 0.036% | |
4/30/2025 | Trek Financial LLC | 87,054 | $3.27M | 0.2% | +60.1% | 0.329% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 18,822 | $708K | 0.0% | +74.7% | 0.071% | |
4/29/2025 | Envestnet Asset Management Inc. | 374,801 | $14.09M | 0.0% | +8.3% | 1.417% | |
4/29/2025 | Penserra Capital Management LLC | 1,247,345 | $46.90M | 0.8% | +3.6% | 4.716% | |
4/29/2025 | Concurrent Investment Advisors LLC | 43,045 | $1.62M | 0.0% | +14.3% | 0.163% | |
4/29/2025 | Strategic Blueprint LLC | 5,880 | $221K | 0.0% | -54.4% | 0.022% | |
4/29/2025 | Brookstone Capital Management | 999,404 | $37.58M | 0.5% | +5.1% | 3.778% | |
4/29/2025 | OneDigital Investment Advisors LLC | 33,586 | $1.26M | 0.0% | +24.2% | 0.127% | |
4/29/2025 | Silver Oak Securities Incorporated | 11,990 | $450K | 0.0% | -10.3% | 0.045% | |
4/28/2025 | Castle Wealth Management LLC | 6,825 | $257K | 0.1% | N/A | 0.026% | |
4/28/2025 | Mutual Advisors LLC | 20,786 | $778K | 0.0% | +38.5% | 0.079% | |
4/28/2025 | Global Strategic Investment Solutions LLC | 209,033 | $7.86M | 0.9% | -7.0% | 0.790% | |
4/25/2025 | Crown Wealth Group LLC | 6,175 | $232K | 0.1% | -47.9% | 0.023% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 2,969 | $112K | 0.0% | +32.0% | 0.011% | |
4/23/2025 | Cornerstone Wealth Group LLC | 13,137 | $494K | 0.0% | -6.9% | 0.050% | |
4/23/2025 | Valmark Advisers Inc. | 22,823 | $858K | 0.0% | -9.7% | 0.086% | |
4/23/2025 | Vantage Point Financial LLC | 5,396 | $203K | 0.1% | N/A | 0.020% | |
4/23/2025 | Continuum Advisory LLC | 21,103 | $793K | 0.1% | +17.0% | 0.080% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 206,252 | $7.76M | 0.0% | +8.1% | 0.780% | |
4/22/2025 | Weaver Capital Management LLC | 94,804 | $3.57M | 0.9% | -48.8% | 0.358% | |
4/21/2025 | Siligmueller & Norvid Wealth Advisors LLC | 78,001 | $2.93M | 1.2% | +16.0% | 0.295% | |
4/21/2025 | Catalina Capital Group LLC | 106,897 | $4.02M | 2.6% | +53.2% | 0.404% | |
4/17/2025 | Sagespring Wealth Partners LLC | 18,803 | $707K | 0.0% | -2.7% | 0.071% | |
4/17/2025 | Janney Montgomery Scott LLC | 117,883 | $4.43M | 0.0% | -6.8% | 0.446% | |
4/16/2025 | CRA Financial Services LLC | 168,433 | $6.33M | 1.1% | +68.2% | 0.637% | |
4/16/2025 | Southland Equity Partners LLC | 67,764 | $2.55M | 0.6% | +13.8% | 0.256% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 143,650 | $5.40M | 0.0% | -7.5% | 0.543% | |
4/15/2025 | Yarger Wealth Strategies LLC | 81,895 | $3.08M | 1.8% | -0.6% | 0.310% | |
4/15/2025 | Noble Wealth Management PBC | 82,895 | $3.12M | 2.1% | +18,321.1% | 0.313% | |
4/15/2025 | Chris Bulman Inc | 51,654 | $1.94M | 1.2% | -4.9% | 0.195% | |
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4/15/2025 | Focus Financial Network Inc. | 8,951 | $337K | 0.0% | -11.2% | 0.034% | |
4/14/2025 | Farther Finance Advisors LLC | 59,561 | $2.24M | 0.1% | -7.7% | 0.225% | |
4/14/2025 | City Holding Co. | 24,748 | $930K | 0.1% | -5.1% | 0.094% | |
4/14/2025 | Outlook Wealth Advisors LLC | 110,814 | $4.17M | 1.2% | +111.9% | 0.415% | |
4/14/2025 | BCS Wealth Management | 51,449 | $1.93M | 0.5% | -16.3% | 0.193% | |
4/14/2025 | Miracle Mile Advisors LLC | 19,754 | $743K | 0.0% | +40.6% | 0.074% | |
4/14/2025 | ARS Wealth Advisors Group LLC | 13,272 | $499K | 0.1% | -34.6% | 0.050% | |
4/11/2025 | KFG Wealth Management LLC | 95,867 | $3.61M | 0.7% | +10.3% | 0.359% | |
4/11/2025 | Pinnacle Wealth Management Group Inc. | 66,540 | $2.50M | 1.7% | +21.7% | 0.249% | |
4/10/2025 | Diligent Investors LLC | 63,962 | $2.41M | 0.6% | -20.7% | 0.240% | |