5/2/2025 | Kingsview Wealth Management LLC | 5,850 | $243K | 0.0% | +10.4% | 0.020% | |
5/2/2025 | Ascent Wealth Partners LLC | 244,875 | $10.16M | 1.4% | N/A | 0.846% | |
5/2/2025 | Lineweaver Wealth Advisors LLC | 28,850 | $1.20M | 0.2% | -2.4% | 0.100% | |
5/2/2025 | Firestone Capital Management | 23,436 | $972K | 0.3% | -2.0% | 0.081% | |
5/2/2025 | Dakota Wealth Management | 37,262 | $1.55M | 0.0% | N/A | 0.129% | |
5/2/2025 | Apollon Wealth Management LLC | 36,867 | $1.53M | 0.0% | -8.7% | 0.127% | |
5/2/2025 | Sigma Planning Corp | 11,965 | $496K | 0.0% | -17.5% | 0.041% | |
5/1/2025 | Corrado Advisors LLC | 48,783 | $2.02M | 1.4% | +24.5% | 0.169% | |
5/1/2025 | CWM LLC | 199,469 | $8.27M | 0.0% | +43.8% | 0.689% | |
5/1/2025 | Stephens Inc. AR | 15,830 | $656K | 0.0% | +5.3% | 0.055% | |
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5/1/2025 | Nikulski Financial Inc. | 50,530 | $2.10M | 0.6% | +0.5% | 0.175% | |
5/1/2025 | Quest 10 Wealth Builders Inc. | 6,953 | $288K | 0.3% | -26.7% | 0.024% | |
4/30/2025 | Axxcess Wealth Management LLC | 5,818 | $241K | 0.0% | N/A | 0.020% | |
4/30/2025 | Trek Financial LLC | 49,152 | $2.04M | 0.1% | -7.7% | 0.170% | |
4/30/2025 | Stratos Wealth Advisors LLC | 17,659 | $732K | 0.0% | +26.4% | 0.061% | |
4/30/2025 | Jessup Wealth Management Inc | 39,047 | $1.62M | 0.7% | +10.0% | 0.135% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 36,077 | $1.50M | 0.0% | +6.2% | 0.125% | |
4/29/2025 | Wood Tarver Financial Group LLC | 2,962 | $123K | 0.0% | -62.7% | 0.010% | |
4/29/2025 | Envestnet Asset Management Inc. | 321,468 | $13.33M | 0.0% | +21.1% | 1.111% | |
4/29/2025 | Penserra Capital Management LLC | 1,156,228 | $47.95M | 0.9% | +3.6% | 3.997% | |
4/29/2025 | World Investment Advisors | 199,669 | $8.28M | 0.2% | +121.4% | 0.690% | |
4/29/2025 | Strategic Blueprint LLC | 7,987 | $331K | 0.0% | -84.2% | 0.028% | |
4/29/2025 | Brookstone Capital Management | 826,246 | $34.26M | 0.5% | +1,086.2% | 2.856% | |
4/29/2025 | OneDigital Investment Advisors LLC | 61,329 | $2.54M | 0.0% | +5.9% | 0.212% | |
4/29/2025 | Silver Oak Securities Incorporated | 25,151 | $1.04M | 0.1% | N/A | 0.087% | |
4/29/2025 | Sterling Financial Planning Inc. | 16,323 | $677K | 0.2% | -1.7% | 0.056% | |
4/28/2025 | Mutual Advisors LLC | 31,613 | $1.30M | 0.0% | -3.5% | 0.109% | |
4/28/2025 | Straight Path Wealth Management | 6,081 | $252K | 0.1% | N/A | 0.021% | |
4/28/2025 | Weaver Consulting Group | 21,786 | $903K | 0.3% | +8.6% | 0.075% | |
4/28/2025 | Elmwood Wealth Management Inc. | 83,723 | $3.47M | 1.4% | -4.1% | 0.289% | |
4/25/2025 | Ameritas Advisory Services LLC | 16,974 | $704K | 0.0% | +45.8% | 0.059% | |
4/25/2025 | Crown Wealth Group LLC | 25,697 | $1.07M | 0.6% | -2.2% | 0.089% | |
4/24/2025 | Money Concepts Capital Corp | 5,724 | $237K | 0.0% | N/A | 0.020% | |
4/24/2025 | Beacon Financial Advisory LLC | 11,758 | $488K | 0.1% | +14.6% | 0.041% | |
4/24/2025 | Motiv8 Investments LLC | 169,562 | $7.03M | 4.7% | -0.4% | 0.586% | |
4/24/2025 | Capasso Planning Partners LLC | 64,682 | $2.68M | 1.1% | -1.5% | 0.224% | |
4/23/2025 | Goldstein Advisors LLC | 19,597 | $813K | 0.1% | N/A | 0.068% | |
4/23/2025 | Sequoia Financial Advisors LLC | 22,427 | $930K | 0.0% | N/A | 0.078% | |
4/23/2025 | Spire Wealth Management | 5,112 | $212K | 0.0% | -29.5% | 0.018% | |
4/23/2025 | Cornerstone Wealth Group LLC | 7,879 | $327K | 0.0% | +28.9% | 0.027% | |
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4/23/2025 | AssuredPartners Investment Advisors LLC | 8,805 | $365K | 0.1% | -3.8% | 0.030% | |
4/23/2025 | Valmark Advisers Inc. | 22,751 | $943K | 0.0% | +2.9% | 0.079% | |
4/23/2025 | Continuum Advisory LLC | 34,641 | $1.44M | 0.2% | +2.7% | 0.120% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 139,678 | $5.79M | 0.0% | +13.9% | 0.483% | |
4/22/2025 | Weaver Capital Management LLC | 339,589 | $14.08M | 3.7% | +397.7% | 1.174% | |
4/18/2025 | DHJJ Financial Advisors Ltd. | 16,265 | $675K | 0.3% | +7.7% | 0.056% | |
4/17/2025 | Sagespring Wealth Partners LLC | 7,022 | $291K | 0.0% | -5.9% | 0.024% | |
4/17/2025 | Janney Montgomery Scott LLC | 208,068 | $8.63M | 0.0% | +10.0% | 0.719% | |
4/16/2025 | Lakeridge Wealth Management LLC | 23,886 | $991K | 0.5% | -4.0% | 0.083% | |
4/16/2025 | CRA Financial Services LLC | 89,309 | $3.70M | 0.6% | +10.4% | 0.309% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 435,198 | $18.05M | 0.0% | +368.3% | 1.504% | |
4/16/2025 | Bernard Wealth Management Corp. | 23,438 | $972K | 0.5% | -2.3% | 0.081% | |
4/16/2025 | Marshall Financial Group LLC | 14,041 | $582K | 0.1% | N/A | 0.049% | |
4/16/2025 | Parkside Investments LLC | 12,125 | $503K | 0.1% | -6.4% | 0.042% | |
4/15/2025 | Chris Bulman Inc | 24,809 | $1.03M | 0.6% | +71.6% | 0.086% | |
4/14/2025 | Pallas Capital Advisors LLC | 157,065 | $6.51M | 0.3% | +82.1% | 0.544% | |
4/14/2025 | Farther Finance Advisors LLC | 29,592 | $1.23M | 0.0% | +11.0% | 0.102% | |
4/14/2025 | City Holding Co. | 81,415 | $3.38M | 0.5% | -6.1% | 0.282% | |
4/14/2025 | Range Financial Group LLC | 164,365 | $6.82M | 3.0% | -64.4% | 0.569% | |
4/14/2025 | BCS Wealth Management | 24,947 | $1.04M | 0.3% | +2.0% | 0.086% | |
4/14/2025 | KMG Fiduciary Partners LLC | 43,907 | $1.82M | 0.2% | N/A | 0.152% | |
4/14/2025 | City Center Advisors LLC | 11,861 | $492K | 0.6% | +3.7% | 0.041% | |
4/14/2025 | ARS Wealth Advisors Group LLC | 16,173 | $671K | 0.1% | -41.0% | 0.056% | |
4/14/2025 | Patriot Financial Group Insurance Agency LLC | 39,902 | $1.66M | 0.2% | +0.8% | 0.138% | |
4/11/2025 | KFG Wealth Management LLC | 50,133 | $2.08M | 0.4% | +42.8% | 0.174% | |
4/11/2025 | Sovereign Financial Group Inc. | 5,997 | $249K | 0.1% | -53.7% | 0.021% | |
4/10/2025 | Diligent Investors LLC | 69,478 | $2.88M | 0.7% | +7.5% | 0.241% | |
4/9/2025 | RFG Advisory LLC | 42,191 | $1.75M | 0.0% | +37.1% | 0.146% | |
4/9/2025 | HBW Advisory Services LLC | 54,062 | $2.24M | 0.3% | +1.3% | 0.187% | |
4/9/2025 | Cypress Financial Planning LLC | 5,112 | $212K | 0.1% | -21.5% | 0.018% | |
4/9/2025 | NBC Securities Inc. | 3,421 | $141K | 0.0% | N/A | 0.012% | |
4/9/2025 | Castle Rock Wealth Management LLC | 32,563 | $1.35M | 0.4% | -1.3% | 0.113% | |
4/7/2025 | AdvisorNet Financial Inc | 46,468 | $1.93M | 0.1% | +1.7% | 0.161% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 92,926 | $3.93M | 0.0% | +6.5% | 0.317% | |
3/12/2025 | Centaurus Financial Inc. | 54,293 | $2.29M | 0.1% | -10.0% | 0.185% | |
3/6/2025 | Wood Tarver Financial Group LLC | 7,937 | $335K | 0.1% | N/A | 0.027% | |
3/5/2025 | Castle Rock Wealth Management LLC | 33,002 | $1.43M | 0.3% | -9.6% | 0.112% | |
2/27/2025 | Bernard Wealth Management Corp. | 24,002 | $1.01M | 0.5% | N/A | 0.082% | |
2/25/2025 | Armis Advisers LLC | 36,270 | $1.53M | 0.2% | N/A | 0.123% | |
2/18/2025 | Helium Advisors LLC | 19,433 | $821K | 0.7% | N/A | 0.066% | |
2/18/2025 | Sunbelt Securities Inc. | 17,845 | $753K | 0.1% | -11.0% | 0.061% | |
2/18/2025 | Orion Capital Management LLC | 36,098 | $1.53M | 0.7% | -3.2% | 0.123% | |
2/17/2025 | Stuart Chaussee & Associates Inc. | 45,890 | $1.94M | 0.5% | -9.4% | 0.156% | |
2/17/2025 | Focus Partners Wealth | 48,977 | $2.07M | 0.0% | -77.5% | 0.167% | |
2/17/2025 | Diligent Investors LLC | 64,648 | $2.73M | 0.6% | +8.5% | 0.220% | |
2/17/2025 | CoreCap Advisors LLC | 125,977 | $5.32M | 0.2% | +7.4% | 0.428% | |
2/17/2025 | Cetera Investment Advisers | 451,323 | $19.07M | 0.0% | +3.1% | 1.535% | |
2/17/2025 | Bank of America Corp DE | 1,994 | $84K | 0.0% | -19.4% | 0.007% | |
2/17/2025 | Benjamin Edwards Inc. | 154,395 | $6.52M | 0.1% | +19.6% | 0.525% | |
2/14/2025 | Firestone Capital Management | 23,912 | $1.01M | 0.3% | -1.0% | 0.081% | |
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2/14/2025 | Bellwether Advisors LLC | 276,293 | $11.67M | 2.1% | +0.5% | 0.940% | |
2/14/2025 | Betterment LLC | 4,898 | $207K | 0.0% | N/A | 0.017% | |
2/14/2025 | Capital Analysts LLC | 775 | $33K | 0.0% | -77.3% | 0.003% | |
2/14/2025 | Three Seasons Wealth LLC | 5,398 | $228K | 0.1% | N/A | 0.018% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 371,922 | $15.71M | 0.1% | +23.8% | 1.265% | |
2/14/2025 | Integrated Wealth Concepts LLC | 109,490 | $4.63M | 0.1% | -2.7% | 0.372% | |
2/14/2025 | IHT Wealth Management LLC | 4,756 | $201K | 0.0% | N/A | 0.016% | |
2/14/2025 | OneDigital Investment Advisors LLC | 57,935 | $2.45M | 0.0% | +7.6% | 0.197% | |
2/14/2025 | WPWealth LLP | 22,094 | $933K | 0.2% | +238.0% | 0.075% | |
2/14/2025 | Tradition Wealth Management LLC | 18,375 | $776K | 0.1% | -4.2% | 0.063% | |