10/21/2025 | Ascent Wealth Partners LLC | 242,404 | $11.10M | 1.3% | -0.3% | 0.825% | |
10/21/2025 | First City Capital Management Inc. | 27,030 | $1.24M | 0.7% | -10.5% | 0.092% | |
10/21/2025 | Silver Oak Securities Incorporated | 21,291 | $975K | 0.1% | -2.7% | 0.072% | |
10/20/2025 | Quest 10 Wealth Builders Inc. | 4,309 | $197K | 0.2% | -22.0% | 0.015% | |
10/20/2025 | Chris Bulman Inc | 18,197 | $833K | 0.4% | -25.7% | 0.062% | |
10/20/2025 | Merit Financial Group LLC | 6,283 | $288K | 0.0% | -8.0% | 0.021% | |
10/20/2025 | Weaver Capital Management LLC | 314,970 | $14.42M | 3.1% | -2.7% | 1.071% | |
10/20/2025 | Continuum Advisory LLC | 31,885 | $1.46M | 0.2% | -7.8% | 0.108% | |
10/17/2025 | Range Financial Group LLC | 155,731 | $7.13M | 2.6% | -2.8% | 0.530% | |
10/17/2025 | WorthPointe LLC | 52,123 | $2.39M | 0.9% | -0.9% | 0.177% | |
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10/17/2025 | Encompass More Asset Management | 44,806 | $2.05M | 0.4% | -1.0% | 0.152% | |
10/16/2025 | Castle Rock Wealth Management LLC | 31,949 | $1.46M | 0.3% | -1.9% | 0.109% | |
10/16/2025 | HBW Advisory Services LLC | 54,943 | $2.52M | 0.3% | +0.5% | 0.187% | |
10/16/2025 | CRA Financial Services LLC | 73,903 | $3.38M | 0.5% | -15.4% | 0.251% | |
10/15/2025 | CWM LLC | 251,256 | $11.51M | 0.0% | +1.9% | 0.855% | |
10/15/2025 | World Investment Advisors | 11,217 | $514K | 0.0% | -94.3% | 0.038% | |
10/15/2025 | Brookstone Capital Management | 123,963 | $5.68M | 0.1% | -84.2% | 0.422% | |
10/15/2025 | Southland Equity Partners LLC | 424,220 | $19.43M | 3.9% | -2.2% | 1.443% | |
10/15/2025 | Founders Financial Securities LLC | 50,743 | $2.32M | 0.2% | +25.4% | 0.173% | |
10/14/2025 | Farther Finance Advisors LLC | 37,254 | $1.71M | 0.0% | -50.8% | 0.127% | |
10/14/2025 | Bernard Wealth Management Corp. | 22,281 | $1.02M | 0.4% | -2.9% | 0.076% | |
10/14/2025 | AA Financial Advisors LLC | 191,768 | $8.78M | 1.7% | +0.4% | 0.652% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 33,152 | $1.52M | 0.0% | -6.1% | 0.113% | |
10/8/2025 | Patriot Financial Group Insurance Agency LLC | 39,624 | $1.82M | 0.2% | -2.3% | 0.135% | |
10/7/2025 | KFG Wealth Management LLC | 46,242 | $2.12M | 0.3% | -7.7% | 0.157% | |
10/6/2025 | City Center Advisors LLC | 15,020 | $688K | 0.7% | +35.6% | 0.051% | |
10/2/2025 | Global Wealth Strategies & Associates | 3,555 | $163K | 0.0% | N/A | 0.012% | |
9/4/2025 | Osaic Holdings Inc. | 990,360 | $43.63M | 0.1% | -9.1% | 3.369% | |
8/29/2025 | Centaurus Financial Inc. | 62,021 | $2.73M | 0.2% | -0.8% | 0.211% | |
8/27/2025 | Orion Porfolio Solutions LLC | 197,732 | $8.71M | 0.1% | +91.2% | 0.673% | |
8/15/2025 | Nikulski Financial Inc. | 48,430 | $2.13M | 0.6% | -4.2% | 0.165% | |
8/15/2025 | Chapman Financial Group LLC | 4,275 | $188K | 0.2% | N/A | 0.015% | |
8/15/2025 | Orion Porfolio Solutions LLC | 197,732 | $8.71M | 0.1% | +91.2% | 0.673% | |
8/15/2025 | MML Investors Services LLC | 854,004 | $37.62M | 0.1% | -8.7% | 2.905% | |
8/15/2025 | IHT Wealth Management LLC | 4,756 | $210K | 0.0% | N/A | 0.016% | |
8/15/2025 | Garden State Investment Advisory Services LLC | 4,886 | $215K | 0.1% | -8.2% | 0.017% | |
8/15/2025 | Benjamin Edwards Inc. | 243,042 | $10.71M | 0.1% | +21.9% | 0.827% | |
8/14/2025 | Raymond James Financial Inc. | 700,049 | $30.84M | 0.0% | -4.7% | 2.381% | |
8/14/2025 | Alliancebernstein L.P. | 3,828,314 | $168.64M | 0.1% | -1.8% | 13.021% | |
8/14/2025 | Cerity Partners LLC | 6,605 | $291K | 0.0% | N/A | 0.022% | |
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8/13/2025 | Cresset Asset Management LLC | 102,529 | $4.52M | 0.0% | +1.8% | 0.349% | |
8/13/2025 | Trek Financial LLC | 47,776 | $2.11M | 0.1% | -2.8% | 0.163% | |
8/13/2025 | Beacon Pointe Advisors LLC | 176,457 | $7.77M | 0.1% | +4.0% | 0.600% | |
8/13/2025 | Maia Wealth LLC | 7,408 | $326K | 0.1% | -11.0% | 0.025% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 122,013 | $5.38M | 0.0% | +0.7% | 0.415% | |
8/12/2025 | CreativeOne Wealth LLC | 33,745 | $1.49M | 0.0% | +64.1% | 0.115% | |
8/12/2025 | MAI Capital Management | 130,111 | $5.73M | 0.0% | -27.5% | 0.443% | |
8/12/2025 | JPMorgan Chase & Co. | 59,993 | $2.64M | 0.0% | +5.4% | 0.204% | |
8/12/2025 | Weaver Consulting Group | 26,143 | $1.15M | 0.3% | +20.0% | 0.089% | |
8/8/2025 | Firestone Capital Management | 20,535 | $905K | 0.2% | -12.4% | 0.070% | |
8/8/2025 | Collaborative Wealth Managment Inc. | 5,772 | $254K | 0.1% | N/A | 0.020% | |
8/8/2025 | Cetera Investment Advisers | 257,903 | $11.36M | 0.0% | +3.6% | 0.877% | |
8/8/2025 | PNC Financial Services Group Inc. | 12,746 | $561K | 0.0% | N/A | 0.043% | |
8/6/2025 | AE Wealth Management LLC | 43,321 | $1.91M | 0.0% | -23.3% | 0.147% | |
8/6/2025 | Penserra Capital Management LLC | 1,334,566 | $58.79M | 0.8% | +15.4% | 4.539% | |
8/6/2025 | Capasso Planning Partners LLC | 6,747 | $297K | 0.2% | -89.6% | 0.023% | |
8/6/2025 | RPS Advisory Solutions LLC | 30,396 | $1.34M | 0.7% | +11.6% | 0.103% | |
8/6/2025 | Valtinson Bruner Financial Planning LLC | 20,123 | $886K | 0.3% | -1.5% | 0.068% | |
8/6/2025 | Commonwealth Equity Services LLC | 1,403,353 | $61.82M | 0.1% | +27.7% | 4.773% | |
8/6/2025 | Atlantic Union Bankshares Corp | 4,730 | $208K | 0.0% | N/A | 0.016% | |
8/5/2025 | WorthPointe LLC | 52,613 | $2.32M | 1.0% | +0.6% | 0.179% | |
8/5/2025 | BCGM Wealth Management LLC | 122,471 | $5.40M | 1.5% | +1.1% | 0.417% | |
8/5/2025 | Sigma Planning Corp | 10,372 | $457K | 0.0% | -13.3% | 0.035% | |
8/5/2025 | Jessup Wealth Management Inc | 38,202 | $1.68M | 0.7% | -2.2% | 0.130% | |
8/4/2025 | Integrity Alliance LLC. | 15,952 | $703K | 0.0% | -24.2% | 0.054% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 8,500 | $374K | 0.0% | -7.7% | 0.029% | |
8/4/2025 | Arkadios Wealth Advisors | 22,955 | $1.01M | 0.0% | +12.3% | 0.078% | |
8/4/2025 | World Investment Advisors | 196,559 | $8.66M | 0.2% | -1.6% | 0.669% | |
8/1/2025 | Stuart Chaussee & Associates Inc. | 46,625 | $2.05M | 0.5% | -7.5% | 0.159% | |
8/1/2025 | GWN Securities Inc. | 8,228 | $362K | 0.1% | -12.6% | 0.028% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 11,210 | $494K | 0.0% | +13.3% | 0.038% | |
8/1/2025 | Delta Investment Management LLC | 10,199 | $449K | 0.1% | -15.9% | 0.035% | |
8/1/2025 | Envestnet Asset Management Inc. | 354,921 | $15.63M | 0.0% | +10.4% | 1.207% | |
7/31/2025 | Orion Capital Management LLC | 36,786 | $1.62M | 0.6% | +4.1% | 0.125% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 7,585 | $334K | 0.0% | N/A | 0.026% | |
7/31/2025 | 3EDGE Asset Management LP | 19,113 | $842K | 0.1% | N/A | 0.065% | |
7/31/2025 | Gill Capital Partners LLC | 112,619 | $4.96M | 1.6% | -3.4% | 0.383% | |
7/30/2025 | Red Crane Wealth Management LLC | 38,477 | $1.70M | 1.5% | -65.7% | 0.131% | |
7/30/2025 | Brookstone Capital Management | 782,663 | $34.48M | 0.5% | -5.3% | 2.662% | |
7/30/2025 | Drive Wealth Management LLC | 5,973 | $263K | 0.1% | N/A | 0.020% | |
7/29/2025 | Forvis Mazars Wealth Advisors LLC | 193,837 | $8.54M | 0.2% | -7.7% | 0.659% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 6,819 | $300K | 0.0% | +22.9% | 0.023% | |
7/29/2025 | Koshinski Asset Management Inc. | 24,195 | $1.07M | 0.1% | -1.3% | 0.082% | |
7/29/2025 | Straight Path Wealth Management | 6,934 | $305K | 0.1% | +14.0% | 0.024% | |
7/29/2025 | Commons Capital LLC | 7,582 | $334K | 0.3% | N/A | 0.026% | |
7/28/2025 | Compass Advisory Group LLC | 72,939 | $3.21M | 1.0% | +11.3% | 0.248% | |
7/28/2025 | WealthPlan Investment Management LLC | 43,978 | $1.94M | 0.1% | +0.6% | 0.150% | |
7/28/2025 | Mutual Advisors LLC | 31,281 | $1.40M | 0.0% | -1.1% | 0.106% | |
7/28/2025 | Harbour Investments Inc. | 46,365 | $2.04M | 0.1% | -1.7% | 0.158% | |
7/28/2025 | Sagespring Wealth Partners LLC | 7,407 | $326K | 0.0% | +5.5% | 0.025% | |
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7/28/2025 | RFG Advisory LLC | 36,341 | $1.60M | 0.0% | -13.9% | 0.124% | |
7/28/2025 | Elmwood Wealth Management Inc. | 86,191 | $3.80M | 1.5% | +2.9% | 0.293% | |
7/25/2025 | Atria Wealth Solutions Inc. | 30,894 | $1.36M | 0.0% | -15.9% | 0.105% | |
7/25/2025 | MGO One Seven LLC | 12,931 | $570K | 0.0% | N/A | 0.044% | |
7/25/2025 | Yarger Wealth Strategies LLC | 21,857 | $963K | 0.5% | -13.9% | 0.074% | |
7/25/2025 | CWM LLC | 246,556 | $10.86M | 0.0% | +23.6% | 0.839% | |
7/25/2025 | Sovereign Financial Group Inc. | 5,700 | $251K | 0.1% | -5.0% | 0.019% | |
7/24/2025 | Bernard Wealth Management Corp. | 22,935 | $1.01M | 0.5% | -2.1% | 0.078% | |
7/24/2025 | Vantage Point Financial LLC | 7,332 | $323K | 0.1% | N/A | 0.025% | |
7/24/2025 | IFP Advisors Inc | 103,236 | $4.55M | 0.1% | +0.8% | 0.351% | |