7/3/2025 | City Center Advisors LLC | 11,468 | $503K | 0.5% | -7.3% | 0.056% | |
7/2/2025 | HBW Advisory Services LLC | 26,947 | $1.18M | 0.1% | -5.4% | 0.131% | |
6/10/2025 | Compass Financial Services Inc | 841 | $34K | 0.0% | N/A | 0.004% | |
5/21/2025 | MBL Wealth LLC | 149,698 | $6.02M | 0.6% | +1.0% | 0.704% | |
5/21/2025 | McAdam LLC | 80,110 | $3.22M | 0.2% | -0.8% | 0.377% | |
5/20/2025 | Focus Partners Wealth | 40,873 | $1.64M | 0.0% | -17.7% | 0.192% | |
5/20/2025 | Integrity Alliance LLC. | 12,734 | $512K | 0.0% | N/A | 0.060% | |
5/19/2025 | Jane Street Group LLC | 11,195 | $450K | 0.0% | -15.5% | 0.053% | |
5/19/2025 | Advisory Alpha LLC | 131,146 | $5.27M | 0.2% | -4.1% | 0.617% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 8,003 | $322K | 0.0% | -18.5% | 0.038% | |
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5/16/2025 | Ashton Thomas Private Wealth LLC | 5,630 | $226K | 0.0% | N/A | 0.026% | |
5/16/2025 | Goldman Sachs Group Inc. | 49,885 | $2.01M | 0.0% | N/A | 0.242% | |
5/16/2025 | NewEdge Advisors LLC | 81,932 | $3.29M | 0.0% | -3.8% | 0.386% | |
5/16/2025 | Alliancebernstein L.P. | 3,448,188 | $138.58M | 0.1% | -4.0% | 16.227% | |
5/16/2025 | AQR Capital Management LLC | 15,703 | $631K | 0.0% | +7.5% | 0.074% | |
5/15/2025 | Betterment LLC | 5,923 | $238K | 0.0% | +14.2% | 0.028% | |
5/15/2025 | MAI Capital Management | 29,300 | $1.18M | 0.0% | -18.0% | 0.138% | |
5/15/2025 | OLD Mission Capital LLC | 26,124 | $1.05M | 0.0% | +229.1% | 0.123% | |
5/14/2025 | Delta Investment Management LLC | 17,739 | $713K | 0.1% | -28.4% | 0.083% | |
5/14/2025 | Triad Wealth Partners LLC | 28,486 | $1.15M | 0.4% | +67.2% | 0.134% | |
5/14/2025 | CreativeOne Wealth LLC | 50,363 | $2.02M | 0.1% | -7.8% | 0.237% | |
5/14/2025 | Kestra Advisory Services LLC | 207,899 | $8.36M | 0.0% | -5.1% | 0.978% | |
5/14/2025 | Capital Analysts LLC | 41,236 | $1.66M | 0.1% | +18.5% | 0.194% | |
5/13/2025 | Raymond James Financial Inc. | 457,378 | $18.38M | 0.0% | +0.5% | 2.152% | |
5/13/2025 | Cresset Asset Management LLC | 93,395 | $3.75M | 0.0% | -0.7% | 0.440% | |
5/13/2025 | Forvis Mazars Wealth Advisors LLC | 196,861 | $7.91M | 0.2% | -11.1% | 0.926% | |
5/13/2025 | Horizon Investments LLC | 22,651 | $910K | 0.0% | +72.5% | 0.107% | |
5/13/2025 | Compass Advisory Group LLC | 21,087 | $847K | 0.3% | -7.4% | 0.099% | |
5/13/2025 | Long Island Wealth Management Inc. | 37,032 | $1.49M | 0.9% | -54.2% | 0.174% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 209,789 | $8.43M | 0.0% | -3.1% | 0.987% | |
5/13/2025 | HighTower Advisors LLC | 391,996 | $15.75M | 0.0% | -0.1% | 1.845% | |
5/12/2025 | FSA Wealth Partners Inc. | 134,798 | $5.42M | 2.0% | -1.2% | 0.634% | |
5/12/2025 | LaSalle St. Investment Advisors LLC | 9,562 | $384K | 0.1% | -12.1% | 0.045% | |
5/9/2025 | Chicago Partners Investment Group LLC | 49,137 | $1.98M | 0.1% | +18.2% | 0.231% | |
5/9/2025 | WealthShield Partners LLC | 2,612 | $105K | 0.0% | +666.0% | 0.012% | |
5/9/2025 | Atria Wealth Solutions Inc. | 40,674 | $1.64M | 0.0% | -26.1% | 0.191% | |
5/9/2025 | Encompass More Asset Management | 38,792 | $1.56M | 0.5% | +25.1% | 0.183% | |
5/9/2025 | NBZ Investment Advisors LLC | 7,165 | $288K | 0.2% | -61.0% | 0.034% | |
5/9/2025 | Commonwealth Equity Services LLC | 693,311 | $27.86M | 0.0% | +6.9% | 3.263% | |
5/9/2025 | Blair William & Co. IL | 350,090 | $14.07M | 0.0% | -1.8% | 1.647% | |
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5/8/2025 | Certified Advisory Corp | 12,137 | $488K | 0.1% | -12.9% | 0.057% | |
5/8/2025 | Harbour Investments Inc. | 153,870 | $6.18M | 0.2% | -3.5% | 0.724% | |
5/8/2025 | NorthRock Partners LLC | 1,685 | $68K | 0.0% | N/A | 0.008% | |
5/8/2025 | FSA Advisors Inc. | 26,051 | $1.05M | 0.8% | +1.2% | 0.123% | |
5/7/2025 | Foundations Investment Advisors LLC | 55,415 | $2.23M | 0.0% | -6.6% | 0.261% | |
5/7/2025 | Bellwether Advisors LLC | 21,750 | $874K | 0.2% | -5.8% | 0.102% | |
5/7/2025 | LPL Financial LLC | 244,453 | $9.83M | 0.0% | +75.2% | 1.150% | |
5/6/2025 | Cetera Investment Advisers | 247,794 | $9.96M | 0.0% | +7.6% | 1.170% | |
5/6/2025 | AE Wealth Management LLC | 36,333 | $1.46M | 0.0% | -4.3% | 0.172% | |
5/6/2025 | PFG Advisors | 9,576 | $385K | 0.0% | -8.4% | 0.045% | |
5/5/2025 | Wealth Alliance LLC | 26,665 | $1.07M | 0.1% | -8.6% | 0.126% | |
5/5/2025 | Blue Bell Private Wealth Management LLC | 60,933 | $2.45M | 0.5% | -0.9% | 0.288% | |
5/5/2025 | IFP Advisors Inc | 41,391 | $1.66M | 0.1% | -10.5% | 0.195% | |
5/5/2025 | ODonnell Financial Services LLC | 28,545 | $1.15M | 0.5% | -13.4% | 0.135% | |
5/2/2025 | Ascent Wealth Partners LLC | 19,305 | $776K | 0.1% | +55.5% | 0.091% | |
5/2/2025 | Sigma Planning Corp | 10,188 | $409K | 0.0% | -18.5% | 0.048% | |
5/1/2025 | CWM LLC | 209,099 | $8.40M | 0.0% | +50.2% | 0.987% | |
5/1/2025 | Nikulski Financial Inc. | 16,305 | $655K | 0.2% | -12.4% | 0.077% | |
4/30/2025 | Allworth Financial LP | 7,836 | $311K | 0.0% | -5.9% | 0.037% | |
4/30/2025 | Axxcess Wealth Management LLC | 9,220 | $371K | 0.0% | N/A | 0.044% | |
4/30/2025 | Cornerstone Planning Group LLC | 33,196 | $1.31M | 0.3% | N/A | 0.157% | |
4/30/2025 | Trek Financial LLC | 33,484 | $1.35M | 0.1% | -3.0% | 0.158% | |
4/30/2025 | Stratos Wealth Advisors LLC | 8,348 | $336K | 0.0% | -91.2% | 0.039% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 15,808 | $635K | 0.0% | -33.1% | 0.075% | |
4/29/2025 | Envestnet Asset Management Inc. | 325,602 | $13.09M | 0.0% | -11.9% | 1.537% | |
4/29/2025 | Penserra Capital Management LLC | 1,178,382 | $47.36M | 0.8% | +3.6% | 5.564% | |
4/29/2025 | World Investment Advisors | 106,819 | $4.29M | 0.1% | -40.8% | 0.504% | |
4/29/2025 | Strategic Blueprint LLC | 22,192 | $892K | 0.0% | -16.0% | 0.105% | |
4/29/2025 | Brookstone Capital Management | 106,173 | $4.27M | 0.1% | -11.0% | 0.501% | |
4/29/2025 | OneDigital Investment Advisors LLC | 52,131 | $2.10M | 0.0% | -6.4% | 0.246% | |
4/28/2025 | Global Strategic Investment Solutions LLC | 129,603 | $5.21M | 0.6% | +8.7% | 0.612% | |
4/28/2025 | Weaver Consulting Group | 110,425 | $4.44M | 1.3% | -1.5% | 0.521% | |
4/28/2025 | Elmwood Wealth Management Inc. | 80,712 | $3.24M | 1.3% | -5.5% | 0.381% | |
4/25/2025 | Clay Northam Wealth Management LLC | 5,310 | $213K | 0.1% | -22.0% | 0.025% | |
4/24/2025 | Motiv8 Investments LLC | 173,894 | $6.99M | 4.6% | +0.2% | 0.821% | |
4/24/2025 | Capasso Planning Partners LLC | 67,249 | $2.70M | 1.1% | -1.2% | 0.318% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 14,248 | $573K | 0.0% | -19.1% | 0.067% | |
4/23/2025 | Valmark Advisers Inc. | 13,155 | $529K | 0.0% | -34.9% | 0.062% | |
4/23/2025 | Vantage Point Financial LLC | 18,742 | $753K | 0.4% | +6.5% | 0.088% | |
4/23/2025 | Continuum Advisory LLC | 23,581 | $948K | 0.1% | -6.3% | 0.111% | |
4/22/2025 | XML Financial LLC | 16,412 | $660K | 0.1% | -12.9% | 0.077% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 148,412 | $5.97M | 0.0% | -3.1% | 0.701% | |
4/22/2025 | Weaver Capital Management LLC | 68,291 | $2.75M | 0.7% | -19.8% | 0.322% | |
4/21/2025 | Siligmueller & Norvid Wealth Advisors LLC | 55,793 | $2.24M | 0.9% | -3.2% | 0.263% | |
4/21/2025 | Silver Oak Securities Incorporated | 298,419 | $11.99M | 1.1% | +3,898.6% | 1.409% | |
4/21/2025 | Catalina Capital Group LLC | 39,971 | $1.61M | 1.0% | -44.2% | 0.189% | |
4/18/2025 | DHJJ Financial Advisors Ltd. | 14,171 | $570K | 0.2% | -7.8% | 0.067% | |
4/17/2025 | AA Financial Advisors LLC | 194,171 | $7.80M | 1.9% | +0.5% | 0.917% | |
4/17/2025 | Janney Montgomery Scott LLC | 575,346 | $23.12M | 0.1% | +3.1% | 2.716% | |
4/16/2025 | Lakeridge Wealth Management LLC | 41,138 | $1.65M | 0.8% | -0.9% | 0.194% | |
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4/16/2025 | CRA Financial Services LLC | 64,635 | $2.60M | 0.4% | -6.2% | 0.305% | |
4/16/2025 | Southland Equity Partners LLC | 151,151 | $6.08M | 1.4% | -0.7% | 0.714% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 140,270 | $5.64M | 0.0% | -56.0% | 0.662% | |
4/16/2025 | NorthCrest Asset Manangement LLC | 8,322 | $334K | 0.0% | -20.2% | 0.039% | |
4/15/2025 | Chris Bulman Inc | 29,297 | $1.18M | 0.7% | -1.2% | 0.138% | |
4/14/2025 | Farther Finance Advisors LLC | 76,977 | $3.11M | 0.1% | +535.9% | 0.363% | |
4/14/2025 | Outlook Wealth Advisors LLC | 42,281 | $1.70M | 0.5% | -37.1% | 0.199% | |
4/14/2025 | BCS Wealth Management | 49,481 | $1.99M | 0.5% | -9.7% | 0.233% | |
4/14/2025 | City Center Advisors LLC | 12,369 | $497K | 0.6% | +5.1% | 0.058% | |
4/14/2025 | ARS Wealth Advisors Group LLC | 32,519 | $1.31M | 0.2% | -20.0% | 0.153% | |