5/2/2025 | Kingsview Wealth Management LLC | 12,959 | $480K | 0.0% | -33.0% | 0.075% | |
5/2/2025 | Lineweaver Wealth Advisors LLC | 313,591 | $11.61M | 2.0% | -0.8% | 1.815% | |
4/30/2025 | Cerity Partners LLC | 16,751 | $620K | 0.0% | -14.4% | 0.097% | |
4/30/2025 | Axxcess Wealth Management LLC | 9,646 | $357K | 0.0% | N/A | 0.056% | |
4/30/2025 | Stratos Wealth Advisors LLC | 12,076 | $447K | 0.0% | -89.9% | 0.070% | |
4/29/2025 | Envestnet Asset Management Inc. | 130,175 | $4.82M | 0.0% | -33.5% | 0.753% | |
4/29/2025 | Penserra Capital Management LLC | 1,294,331 | $47.90M | 0.9% | +3.6% | 7.490% | |
4/29/2025 | Strategic Blueprint LLC | 36,305 | $1.34M | 0.1% | -12.1% | 0.210% | |
4/29/2025 | Brookstone Capital Management | 375,242 | $13.89M | 0.2% | -3.4% | 2.172% | |
4/28/2025 | Weaver Consulting Group | 103,909 | $3.85M | 1.2% | -0.6% | 0.601% | |
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4/28/2025 | Elmwood Wealth Management Inc. | 7,950 | $294K | 0.1% | -14.5% | 0.046% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 4,701 | $174K | 0.0% | -11.0% | 0.027% | |
4/23/2025 | Sequoia Financial Advisors LLC | 8,974 | $332K | 0.0% | -32.0% | 0.052% | |
4/23/2025 | Spire Wealth Management | 17,922 | $663K | 0.0% | -26.0% | 0.104% | |
4/23/2025 | Cornerstone Wealth Group LLC | 30,614 | $1.13M | 0.1% | -4.5% | 0.177% | |
4/23/2025 | Valmark Advisers Inc. | 13,216 | $489K | 0.0% | -17.8% | 0.076% | |
4/23/2025 | Continuum Advisory LLC | 12,629 | $467K | 0.1% | +15.2% | 0.073% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 76,063 | $2.82M | 0.0% | -44.3% | 0.440% | |
4/22/2025 | Weaver Capital Management LLC | 138,146 | $5.11M | 1.4% | -49.2% | 0.799% | |
4/21/2025 | Clear Point Advisors Inc. | 92,919 | $3.44M | 3.1% | -2.5% | 0.538% | |
4/18/2025 | DHJJ Financial Advisors Ltd. | 16,847 | $624K | 0.3% | -3.4% | 0.097% | |
4/17/2025 | Janney Montgomery Scott LLC | 37,306 | $1.38M | 0.0% | -8.5% | 0.216% | |
4/16/2025 | CRA Financial Services LLC | 26,170 | $969K | 0.2% | -14.4% | 0.151% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 75,212 | $2.78M | 0.0% | -27.7% | 0.435% | |
4/15/2025 | Yarger Wealth Strategies LLC | 73,183 | $2.71M | 1.6% | -0.7% | 0.424% | |
4/15/2025 | Chris Bulman Inc | 287,148 | $10.63M | 6.7% | -4.2% | 1.662% | |
4/15/2025 | Focus Financial Network Inc. | 20,882 | $773K | 0.0% | -6.4% | 0.121% | |
4/14/2025 | Farther Finance Advisors LLC | 6,077 | $225K | 0.0% | +7.5% | 0.042% | |
4/14/2025 | Outlook Wealth Advisors LLC | 40,494 | $1.50M | 0.4% | +7.8% | 0.280% | |
4/14/2025 | BCS Wealth Management | 27,910 | $1.03M | 0.3% | -12.2% | 0.193% | |
4/14/2025 | ARS Wealth Advisors Group LLC | 109,832 | $4.07M | 0.6% | -20.0% | 0.760% | |
4/14/2025 | Patriot Financial Group Insurance Agency LLC | 27,258 | $1.01M | 0.1% | -3.9% | 0.189% | |
4/11/2025 | KFG Wealth Management LLC | 47,106 | $1.74M | 0.3% | -14.8% | 0.326% | |
4/11/2025 | Pinnacle Wealth Management Group Inc. | 54,480 | $2.02M | 1.4% | -2.4% | 0.377% | |
4/10/2025 | Cypress Wealth Services LLC | 11,472 | $425K | 0.1% | -10.5% | 0.079% | |
4/9/2025 | RFG Advisory LLC | 33,758 | $1.25M | 0.0% | -9.0% | 0.234% | |
4/9/2025 | Castle Rock Wealth Management LLC | 44,727 | $1.66M | 0.4% | -0.7% | 0.310% | |
4/8/2025 | Advisory Alpha LLC | 153,235 | $5.67M | 0.4% | +1.8% | 1.060% | |
4/7/2025 | AdvisorNet Financial Inc | 2,084 | $77K | 0.0% | -59.0% | 0.014% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 103,994 | $3.90M | 0.0% | -42.2% | 0.710% | |
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3/6/2025 | Wood Tarver Financial Group LLC | 3,326 | $124K | 0.0% | N/A | 0.022% | |
2/27/2025 | Bernard Wealth Management Corp. | 911 | $34K | 0.0% | N/A | 0.006% | |
2/25/2025 | Leigh Baldwin & CO. LLC | 9,475 | $355K | 0.2% | N/A | 0.064% | |
2/18/2025 | Retirement Planning Group LLC | 7,620 | $286K | 0.0% | -4.5% | 0.062% | |
2/18/2025 | Continuum Advisory LLC | 10,966 | $411K | 0.1% | -17.1% | 0.090% | |
2/17/2025 | Visionary Wealth Advisors | 6,251 | $235K | 0.0% | -5.5% | 0.051% | |
2/17/2025 | CoreCap Advisors LLC | 100,021 | $3.75M | 0.2% | -2.9% | 0.820% | |
2/17/2025 | Cetera Investment Advisers | 201,353 | $7.56M | 0.0% | -6.5% | 1.650% | |
2/17/2025 | Citadel Advisors LLC | 12,169 | $457K | 0.0% | +13.6% | 0.100% | |
2/17/2025 | Chapman Financial Group LLC | 3,400 | $128K | 0.1% | N/A | 0.028% | |
2/17/2025 | Brown Wealth Management LLC | 34,678 | $1.30M | 0.5% | +16.1% | 0.284% | |
2/17/2025 | Benjamin Edwards Inc. | 22,942 | $861K | 0.0% | -17.9% | 0.188% | |
2/14/2025 | Jane Street Group LLC | 36,941 | $1.39M | 0.0% | -28.1% | 0.303% | |
2/14/2025 | Beacon Pointe Advisors LLC | 127,974 | $4.80M | 0.1% | -22.1% | 1.049% | |
2/14/2025 | Two Sigma Securities LLC | 7,921 | $297K | 0.0% | N/A | 0.065% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 322,874 | $12.11M | 0.0% | -2.5% | 2.647% | |
2/14/2025 | Beck Capital Management LLC | 13,210 | $496K | 0.1% | -2.4% | 0.108% | |
2/14/2025 | Susquehanna International Group LLP | 48,602 | $1.82M | 0.0% | +48.3% | 0.398% | |
2/14/2025 | WPWealth LLP | 109,264 | $4.10M | 0.8% | -34.6% | 0.896% | |
2/13/2025 | NewEdge Advisors LLC | 26,316 | $987K | 0.0% | -17.6% | 0.216% | |
2/13/2025 | CreativeOne Wealth LLC | 24,488 | $919K | 0.0% | -4.1% | 0.201% | |
2/13/2025 | Townsquare Capital LLC | 48,912 | $1.84M | 0.0% | +9.0% | 0.401% | |
2/13/2025 | Raymond James Financial Inc. | 201,171 | $7.55M | 0.0% | N/A | 1.649% | |
2/13/2025 | Faithward Advisors LLC | 15,357 | $576K | 0.1% | +23.1% | 0.126% | |
2/13/2025 | Advisory Services Network LLC | 10,937 | $410K | 0.0% | -16.6% | 0.090% | |
2/13/2025 | Envestnet Asset Management Inc. | 195,881 | $7.35M | 0.0% | -13.4% | 1.606% | |
2/13/2025 | Wells Fargo & Company MN | 879 | $33K | 0.0% | N/A | 0.007% | |
2/12/2025 | World Investment Advisors | 17,152 | $644K | 0.0% | -1.7% | 0.141% | |
2/12/2025 | Riggs Capital Management LLC | 13,019 | $488K | 0.5% | N/A | 0.107% | |
2/12/2025 | Alliancebernstein L.P. | 2,729,176 | $102.40M | 0.0% | -0.9% | 22.370% | |
2/12/2025 | Riverchase Wealth Management LLC | 65,214 | $2.45M | 1.8% | N/A | 0.535% | |
2/12/2025 | Worth Financial Advisory Group LLC | 9,790 | $367K | 0.2% | -10.0% | 0.080% | |
2/11/2025 | LPL Financial LLC | 77,147 | $2.90M | 0.0% | -5.8% | 0.632% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 5,280 | $198K | 0.0% | -25.4% | 0.043% | |
2/10/2025 | Harbour Investments Inc. | 24,764 | $929K | 0.0% | -9.8% | 0.203% | |
2/10/2025 | Commonwealth Equity Services LLC | 430,156 | $16.14M | 0.0% | -11.7% | 3.526% | |
2/10/2025 | Balboa Wealth Partners | 10,654 | $400K | 0.1% | -2.7% | 0.087% | |
2/10/2025 | Farther Finance Advisors LLC | 5,654 | $212K | 0.0% | N/A | 0.046% | |
2/7/2025 | HighTower Advisors LLC | 440,339 | $16.52M | 0.0% | -0.1% | 3.609% | |
2/6/2025 | Raymond James Financial Inc. | 201,171 | $7.55M | 0.0% | N/A | 1.649% | |
2/5/2025 | SRS Capital Advisors Inc. | 15,131 | $568K | 0.0% | +2.3% | 0.124% | |
2/5/2025 | Cape Investment Advisory Inc. | 46,225 | $1.73M | 0.7% | -2.0% | 0.379% | |
2/5/2025 | Lineweaver Wealth Advisors LLC | 316,136 | $11.86M | 2.2% | -0.5% | 2.591% | |
2/5/2025 | Corrado Advisors LLC | 61,953 | $2.32M | 1.5% | -4.6% | 0.508% | |
2/4/2025 | IFP Advisors Inc | 35,874 | $1.35M | 0.0% | -3.2% | 0.294% | |
2/4/2025 | Forvis Mazars Wealth Advisors LLC | 89,650 | $3.36M | 0.1% | -10.0% | 0.735% | |
2/3/2025 | Wealth Alliance | 51,111 | $1.92M | 0.2% | -1.3% | 0.419% | |
2/3/2025 | Clear Point Advisors Inc. | 95,260 | $3.57M | 3.1% | -3.1% | 0.781% | |
1/31/2025 | Truist Financial Corp | 170,689 | $6.40M | 0.0% | -1.9% | 1.399% | |
1/30/2025 | Valmark Advisers Inc. | 16,077 | $603K | 0.0% | -23.7% | 0.132% | |
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1/30/2025 | WealthPlan Investment Management LLC | 6,718 | $252K | 0.0% | N/A | 0.055% | |
1/30/2025 | Nations Financial Group Inc. IA ADV | 36,629 | $1.37M | 0.1% | +1.9% | 0.300% | |
1/28/2025 | Kingsview Wealth Management LLC | 19,348 | $726K | 0.0% | -29.1% | 0.159% | |
1/28/2025 | Keystone Financial Group Inc. | 5,515 | $207K | 0.2% | N/A | 0.045% | |
1/27/2025 | Berkshire Money Management Inc. | 21,123 | $793K | 0.1% | -30.5% | 0.173% | |
1/27/2025 | Weaver Capital Management LLC | 271,934 | $10.20M | 2.8% | -1.4% | 2.229% | |
1/27/2025 | Stratos Wealth Advisors LLC | 119,605 | $4.49M | 0.2% | -0.5% | 0.980% | |
1/24/2025 | McAdam LLC | 205,620 | $7.72M | 0.4% | -1.5% | 1.685% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 9,409 | $353K | 0.0% | -34.9% | 0.077% | |
1/23/2025 | FSA Advisors Inc. | 11,549 | $426K | 0.5% | -34.2% | 0.095% | |