7/25/2025 | Atria Wealth Solutions Inc. | 32,871 | $1.25M | 0.0% | +5.2% | 0.140% | |
7/25/2025 | Sequoia Financial Advisors LLC | 38,973 | $1.48M | 0.0% | -29.4% | 0.167% | |
7/25/2025 | MGO One Seven LLC | 18,881 | $718K | 0.0% | N/A | 0.081% | |
7/25/2025 | Yarger Wealth Strategies LLC | 75,017 | $2.85M | 1.5% | -11.4% | 0.321% | |
7/25/2025 | CWM LLC | 15,250 | $580K | 0.0% | -7.1% | 0.065% | |
7/24/2025 | IFP Advisors Inc | 54,956 | $2.09M | 0.1% | +2.7% | 0.235% | |
7/24/2025 | Blair William & Co. IL | 229,649 | $8.73M | 0.0% | +0.5% | 0.981% | |
7/23/2025 | Castle Rock Wealth Management LLC | 99,861 | $3.84M | 0.9% | -5.4% | 0.427% | |
7/23/2025 | Guild Investment Management Inc. | 124,345 | $4.73M | 4.1% | +203.3% | 0.531% | |
7/23/2025 | Valmark Advisers Inc. | 24,777 | $942K | 0.0% | -2.1% | 0.106% | |
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7/22/2025 | Belpointe Asset Management LLC | 33,135 | $1.26M | 0.1% | -4.9% | 0.142% | |
7/22/2025 | Berkshire Money Management Inc. | 1,621 | $62K | 0.0% | N/A | 0.007% | |
7/22/2025 | DAVENPORT & Co LLC | 5,338 | $203K | 0.0% | N/A | 0.023% | |
7/22/2025 | Beacon Financial Advisory LLC | 10,842 | $412K | 0.1% | +25.5% | 0.046% | |
7/21/2025 | Keystone Financial Group Inc. | 13,922 | $534K | 0.3% | -4.9% | 0.059% | |
7/21/2025 | Triad Wealth Partners LLC | 14,171 | $539K | 0.1% | -3.4% | 0.061% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 35,937 | $1.37M | 0.2% | +2.6% | 0.154% | |
7/18/2025 | Truist Financial Corp | 92,903 | $3.53M | 0.0% | -1.6% | 0.397% | |
7/17/2025 | Janney Montgomery Scott LLC | 66,805 | $2.54M | 0.0% | +1.2% | 0.285% | |
7/17/2025 | Clay Northam Wealth Management LLC | 5,500 | $209K | 0.1% | N/A | 0.024% | |
7/16/2025 | PFS Partners LLC | 1,200 | $46K | 0.0% | N/A | 0.005% | |
7/15/2025 | BCS Wealth Management | 148,327 | $5.64M | 1.2% | -3.6% | 0.634% | |
7/14/2025 | AdvisorNet Financial Inc | 1,498 | $57K | 0.0% | -16.7% | 0.006% | |
7/14/2025 | Chris Bulman Inc | 73,300 | $2.79M | 1.6% | +0.9% | 0.313% | |
7/14/2025 | KFG Wealth Management LLC | 69,594 | $2.65M | 0.4% | -1.2% | 0.297% | |
7/14/2025 | Southland Equity Partners LLC | 176,060 | $6.69M | 1.5% | +7.1% | 0.752% | |
7/11/2025 | Farther Finance Advisors LLC | 124,769 | $4.74M | 0.1% | +352.8% | 0.535% | |
7/11/2025 | Silver Oak Securities Incorporated | 11,214 | $426K | 0.0% | -2.9% | 0.048% | |
7/11/2025 | Cypress Financial Planning LLC | 11,253 | $428K | 0.1% | +2.6% | 0.048% | |
7/10/2025 | Family Legacy Financial Solutions LLC | 700 | $27K | 0.0% | N/A | 0.003% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 394,589 | $15.08M | 0.0% | -7.0% | 1.694% | |
7/10/2025 | Signal Advisors Wealth LLC | 8,261 | $314K | 0.0% | N/A | 0.035% | |
7/10/2025 | Focus Financial Network Inc. | 16,137 | $613K | 0.0% | -17.6% | 0.069% | |
7/9/2025 | Keystone Wealth Services LLC | 24,483 | $931K | 0.2% | +12.3% | 0.105% | |
7/8/2025 | PTM Wealth Management LLC | 17,075 | $653K | 0.4% | -5.1% | 0.073% | |
7/3/2025 | Fiduciary Financial Group LLC | 9,106 | $346K | 0.1% | +29.5% | 0.039% | |
7/2/2025 | McAlister Sweet & Associates Inc. | 81,632 | $3.10M | 3.1% | +0.4% | 0.350% | |
7/2/2025 | HBW Advisory Services LLC | 18,992 | $722K | 0.1% | -1.7% | 0.082% | |
5/20/2025 | Belpointe Asset Management LLC | 34,824 | $1.25M | 0.1% | -4.1% | 0.151% | |
5/20/2025 | Focus Partners Wealth | 37,447 | $1.34M | 0.0% | +66.5% | 0.162% | |
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5/19/2025 | Jane Street Group LLC | 8,833 | $316K | 0.0% | -68.6% | 0.038% | |
5/19/2025 | Advisory Alpha LLC | 64,238 | $2.30M | 0.1% | N/A | 0.278% | |
5/16/2025 | Faithward Advisors LLC | 8,720 | $312K | 0.1% | N/A | 0.038% | |
5/16/2025 | Cape Investment Advisory Inc. | 25,900 | $928K | 0.4% | +7.9% | 0.112% | |
5/16/2025 | Talon Private Wealth LLC | 54,729 | $1.96M | 0.3% | N/A | 0.237% | |
5/16/2025 | Alliancebernstein L.P. | 3,715,611 | $133.09M | 0.0% | +34.7% | 16.064% | |
5/16/2025 | AQR Capital Management LLC | 21,778 | $780K | 0.0% | +43.7% | 0.094% | |
5/15/2025 | Betterment LLC | 11,950 | $428K | 0.0% | -6.9% | 0.052% | |
5/15/2025 | MAI Capital Management | 82,269 | $2.95M | 0.0% | +61.4% | 0.356% | |
5/15/2025 | Calton & Associates Inc. | 6,595 | $236K | 0.1% | N/A | 0.029% | |
5/15/2025 | OLD Mission Capital LLC | 13,078 | $468K | 0.0% | -66.5% | 0.057% | |
5/15/2025 | JDM Financial Group LLC | 49,090 | $1.76M | 0.9% | N/A | 0.212% | |
5/14/2025 | CreativeOne Wealth LLC | 42,359 | $1.52M | 0.0% | -3.0% | 0.183% | |
5/14/2025 | Orion Capital Management LLC | 23,097 | $827K | 0.3% | +54.0% | 0.100% | |
5/14/2025 | Luminist Capital LLC | 6,903 | $247K | 0.3% | N/A | 0.030% | |
5/14/2025 | Kestra Advisory Services LLC | 334,244 | $11.97M | 0.1% | -2.0% | 1.445% | |
5/14/2025 | Capital Analysts LLC | 13,438 | $481K | 0.0% | +25.1% | 0.058% | |
5/14/2025 | Tradition Wealth Management LLC | 74,373 | $2.66M | 0.2% | +2.7% | 0.322% | |
5/13/2025 | Raymond James Financial Inc. | 395,386 | $14.16M | 0.0% | +50.7% | 1.709% | |
5/13/2025 | Cresset Asset Management LLC | 39,341 | $1.41M | 0.0% | +79.1% | 0.170% | |
5/13/2025 | Forvis Mazars Wealth Advisors LLC | 82,321 | $2.95M | 0.1% | -26.9% | 0.356% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 34,347 | $1.23M | 0.1% | N/A | 0.148% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 329,192 | $11.79M | 0.1% | +50.2% | 1.423% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 3,077 | $110K | 0.1% | +21.0% | 0.013% | |
5/13/2025 | HighTower Advisors LLC | 156,084 | $5.59M | 0.0% | +43.5% | 0.675% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 7,999 | $288K | 0.0% | N/A | 0.035% | |
5/12/2025 | Benjamin Edwards Inc. | 12,380 | $443K | 0.0% | +19.2% | 0.054% | |
5/12/2025 | Townsquare Capital LLC | 49,543 | $1.78M | 0.0% | -0.8% | 0.214% | |
5/12/2025 | WealthPlan Investment Management LLC | 13,402 | $480K | 0.0% | +11.4% | 0.058% | |
5/9/2025 | Chicago Partners Investment Group LLC | 12,612 | $453K | 0.0% | +10.7% | 0.055% | |
5/9/2025 | WealthShield Partners LLC | 7,566 | $271K | 0.0% | N/A | 0.033% | |
5/9/2025 | Three Seasons Wealth LLC | 12,055 | $432K | 0.2% | N/A | 0.052% | |
5/9/2025 | Atria Wealth Solutions Inc. | 31,235 | $1.12M | 0.0% | +221.7% | 0.135% | |
5/9/2025 | Gill Capital Partners LLC | 86,526 | $3.10M | 1.1% | +130.4% | 0.374% | |
5/9/2025 | Commonwealth Equity Services LLC | 1,136,550 | $40.71M | 0.1% | +183.9% | 4.914% | |
5/9/2025 | Blair William & Co. IL | 228,462 | $8.18M | 0.0% | +1,338.0% | 0.988% | |
5/8/2025 | Helium Advisors LLC | 15,335 | $549K | 0.4% | +22.9% | 0.066% | |
5/8/2025 | Certified Advisory Corp | 24,383 | $873K | 0.1% | N/A | 0.105% | |
5/8/2025 | BCGM Wealth Management LLC | 19,693 | $705K | 0.2% | -33.7% | 0.085% | |
5/8/2025 | Harbour Investments Inc. | 7,749 | $278K | 0.0% | +249.7% | 0.034% | |
5/8/2025 | Grantvest Financial Group LLC | 6,199 | $222K | 0.2% | N/A | 0.027% | |
5/8/2025 | Arkadios Wealth Advisors | 18,217 | $653K | 0.0% | N/A | 0.079% | |
5/8/2025 | FSA Advisors Inc. | 46,198 | $1.66M | 1.3% | +38.7% | 0.200% | |
5/7/2025 | Evermay Wealth Management LLC | 3,657 | $131K | 0.0% | N/A | 0.016% | |
5/7/2025 | PTM Wealth Management LLC | 17,992 | $602K | 0.6% | N/A | 0.078% | |
5/7/2025 | Foundations Investment Advisors LLC | 25,208 | $903K | 0.0% | +9.8% | 0.109% | |
5/7/2025 | Bellwether Advisors LLC | 25,873 | $927K | 0.2% | +1,690.5% | 0.112% | |
5/7/2025 | LPL Financial LLC | 213,131 | $7.63M | 0.0% | +82.6% | 0.921% | |
5/7/2025 | Phoenix Financial Ltd. | 14,375 | $515K | 0.0% | N/A | 0.062% | |
5/6/2025 | Cetera Investment Advisers | 250,362 | $8.97M | 0.0% | +45.3% | 1.082% | |
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5/6/2025 | Avantax Advisory Services Inc. | 34,458 | $1.23M | 0.0% | +8.5% | 0.149% | |
5/6/2025 | Guild Investment Management Inc. | 41,000 | $1.47M | 1.5% | N/A | 0.177% | |
5/6/2025 | AE Wealth Management LLC | 456,458 | $16.35M | 0.1% | +389.2% | 1.973% | |
5/6/2025 | Summit Wealth Partners LLC | 9,981 | $358K | 0.1% | +62.7% | 0.043% | |
5/6/2025 | WorthPointe LLC | 50,870 | $1.82M | 0.8% | -12.9% | 0.220% | |
5/6/2025 | PFG Advisors | 6,733 | $241K | 0.0% | +17.9% | 0.029% | |
5/5/2025 | PCA Investment Advisory Services Inc. | 31,406 | $1.13M | 0.6% | +419.1% | 0.136% | |
5/5/2025 | Wealth Alliance LLC | 49,945 | $1.79M | 0.2% | +45.4% | 0.216% | |
5/5/2025 | IFP Advisors Inc | 53,513 | $1.92M | 0.1% | +314.1% | 0.231% | |
5/5/2025 | Calton & Associates Inc. | 4,224 | $151K | 0.0% | N/A | 0.018% | |