5/2/2025 | Kingsview Wealth Management LLC | 16,757 | $669K | 0.0% | -1.6% | 0.113% | |
5/2/2025 | Ascent Wealth Partners LLC | 26,178 | $1.05M | 0.1% | +87.9% | 0.177% | |
5/2/2025 | Sigma Planning Corp | 12,412 | $496K | 0.0% | +69.6% | 0.084% | |
5/1/2025 | Corrado Advisors LLC | 50,904 | $2.03M | 1.4% | N/A | 0.343% | |
5/1/2025 | Nikulski Financial Inc. | 6,865 | $274K | 0.1% | +8.1% | 0.046% | |
5/1/2025 | Quest 10 Wealth Builders Inc. | 12,928 | $524K | 0.6% | +12.7% | 0.087% | |
5/1/2025 | Fidelis Capital Partners LLC | 12,200 | $483K | 0.1% | N/A | 0.082% | |
4/30/2025 | Cerity Partners LLC | 30,833 | $1.23M | 0.0% | N/A | 0.208% | |
4/30/2025 | Axxcess Wealth Management LLC | 6,108 | $244K | 0.0% | N/A | 0.041% | |
4/30/2025 | Trek Financial LLC | 44,533 | $1.78M | 0.1% | +54.5% | 0.300% | |
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4/30/2025 | Stratos Wealth Advisors LLC | 16,995 | $679K | 0.0% | -53.5% | 0.115% | |
4/30/2025 | Jessup Wealth Management Inc | 20,627 | $824K | 0.3% | N/A | 0.139% | |
4/29/2025 | Envestnet Asset Management Inc. | 107,713 | $4.30M | 0.0% | +28.1% | 0.726% | |
4/29/2025 | Penserra Capital Management LLC | 1,215,102 | $48.52M | 0.9% | +3.6% | 8.194% | |
4/29/2025 | Macroview Investment Management LLC | 30,285 | $1.21M | 1.1% | N/A | 0.204% | |
4/29/2025 | Strategic Blueprint LLC | 9,592 | $383K | 0.0% | -41.6% | 0.065% | |
4/29/2025 | Brookstone Capital Management | 183,924 | $7.35M | 0.1% | +32.4% | 1.240% | |
4/29/2025 | OneDigital Investment Advisors LLC | 29,222 | $1.17M | 0.0% | +7.0% | 0.197% | |
4/29/2025 | Silver Oak Securities Incorporated | 9,491 | $378K | 0.0% | -21.5% | 0.064% | |
4/28/2025 | Straight Path Wealth Management | 17,175 | $686K | 0.3% | +174.4% | 0.116% | |
4/28/2025 | Weaver Consulting Group | 9,639 | $385K | 0.1% | +35.7% | 0.065% | |
4/25/2025 | Koshinski Asset Management Inc. | 5,675 | $227K | 0.0% | -5.0% | 0.038% | |
4/23/2025 | Sequoia Financial Advisors LLC | 9,320 | $372K | 0.0% | -23.6% | 0.063% | |
4/23/2025 | Perigon Wealth Management LLC | 5,204 | $208K | 0.0% | N/A | 0.035% | |
4/23/2025 | Spire Wealth Management | 54,475 | $2.18M | 0.1% | +131.2% | 0.367% | |
4/23/2025 | Cornerstone Wealth Group LLC | 30,056 | $1.20M | 0.1% | -8.1% | 0.203% | |
4/23/2025 | Consolidated Portfolio Review Corp | 14,902 | $595K | 0.1% | +2.6% | 0.100% | |
4/23/2025 | Continuum Advisory LLC | 18,396 | $735K | 0.1% | +37.0% | 0.124% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 107,181 | $4.28M | 0.0% | +1.3% | 0.723% | |
4/22/2025 | Atticus Wealth Management LLC | 65,615 | $2.62M | 0.9% | -2.4% | 0.442% | |
4/22/2025 | Weaver Capital Management LLC | 35,080 | $1.40M | 0.4% | -10.5% | 0.237% | |
4/21/2025 | Blue Trust Inc. | 4,996 | $200K | 0.0% | N/A | 0.034% | |
4/18/2025 | DHJJ Financial Advisors Ltd. | 10,783 | $431K | 0.2% | +7.4% | 0.073% | |
4/17/2025 | Smith Shellnut Wilson LLC ADV | 10,000 | $399K | 0.2% | +17.6% | 0.067% | |
4/17/2025 | Sagespring Wealth Partners LLC | 9,442 | $377K | 0.0% | +17.3% | 0.064% | |
4/17/2025 | Janney Montgomery Scott LLC | 51,892 | $2.07M | 0.0% | -3.3% | 0.350% | |
4/17/2025 | Keystone Wealth Services LLC | 46,000 | $1.84M | 0.5% | -2.3% | 0.310% | |
4/16/2025 | Lakeridge Wealth Management LLC | 33,451 | $1.34M | 0.7% | -4.3% | 0.226% | |
4/16/2025 | CRA Financial Services LLC | 56,407 | $2.25M | 0.4% | +118.4% | 0.380% | |
4/16/2025 | Southland Equity Partners LLC | 735,726 | $29.38M | 6.8% | -2.5% | 4.961% | |
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4/16/2025 | Wealth Enhancement Advisory Services LLC | 64,950 | $2.59M | 0.0% | +62.8% | 0.438% | |
4/16/2025 | Marshall Financial Group LLC | 5,367 | $214K | 0.0% | N/A | 0.036% | |
4/15/2025 | Yarger Wealth Strategies LLC | 67,588 | $2.70M | 1.6% | +4.2% | 0.456% | |
4/15/2025 | Noble Wealth Management PBC | 2,000 | $80K | 0.1% | N/A | 0.013% | |
4/15/2025 | Chris Bulman Inc | 30,121 | $1.20M | 0.8% | +38.1% | 0.203% | |
4/15/2025 | Vestment Financial LLC | 13,893 | $556K | 0.4% | +179.0% | 0.094% | |
4/15/2025 | Fiduciary Financial Group LLC | 15,661 | $600K | 0.1% | +17.8% | 0.106% | |
4/14/2025 | Farther Finance Advisors LLC | 35,451 | $1.42M | 0.0% | +499.1% | 0.242% | |
4/14/2025 | City Holding Co. | 59,697 | $2.38M | 0.3% | +0.6% | 0.407% | |
4/14/2025 | BCS Wealth Management | 59,117 | $2.36M | 0.6% | -16.4% | 0.404% | |
4/14/2025 | ARS Wealth Advisors Group LLC | 11,334 | $453K | 0.1% | -52.2% | 0.077% | |
4/11/2025 | KFG Wealth Management LLC | 131,493 | $5.25M | 1.0% | +35.0% | 0.898% | |
4/11/2025 | Pinnacle Wealth Management Group Inc. | 38,210 | $1.53M | 1.1% | -1.0% | 0.261% | |
4/10/2025 | Retirement Planning Group LLC | 19,905 | $795K | 0.0% | -2.1% | 0.136% | |
4/10/2025 | Diligent Investors LLC | 89,038 | $3.56M | 0.9% | +14.3% | 0.608% | |
4/10/2025 | Cypress Wealth Services LLC | 46,429 | $1.85M | 0.4% | +13.2% | 0.317% | |
4/10/2025 | Sugar Maple Asset Management LLC | 11,374 | $454K | 0.4% | -8.3% | 0.078% | |
4/9/2025 | Buska Wealth Management LLC | 9,603 | $383K | 0.1% | -4.2% | 0.066% | |
4/9/2025 | RFG Advisory LLC | 29,567 | $1.18M | 0.0% | -21.9% | 0.202% | |
4/9/2025 | Cypress Financial Planning LLC | 7,246 | $289K | 0.1% | +15.1% | 0.049% | |
4/9/2025 | Fiduciary Alliance LLC | 7,494 | $299K | 0.0% | +13.6% | 0.051% | |
4/8/2025 | HFG Wealth Management LLC | 28,679 | $1.15M | 0.7% | -88.8% | 0.196% | |
4/8/2025 | Advisory Alpha LLC | 17,782 | $710K | 0.0% | -74.5% | 0.121% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 39,893 | $1.60M | 0.0% | +0.7% | 0.293% | |
3/6/2025 | Wood Tarver Financial Group LLC | 12,244 | $492K | 0.2% | N/A | 0.099% | |
3/4/2025 | Buska Wealth Management LLC | 10,019 | $403K | 0.1% | -12.9% | 0.081% | |
2/26/2025 | LifeWealth Investments LLC | 25,205 | $1.01M | 0.7% | N/A | 0.204% | |
2/25/2025 | Leigh Baldwin & CO. LLC | 6,900 | $277K | 0.2% | N/A | 0.056% | |
2/19/2025 | Blue Sky Capital Consultants Group Inc. | 8,014 | $322K | 0.2% | N/A | 0.041% | |
2/17/2025 | Vestment Financial LLC | 4,979 | $200K | 0.2% | N/A | 0.026% | |
2/17/2025 | Focus Partners Wealth | 114,130 | $4.59M | 0.0% | -9.1% | 0.587% | |
2/17/2025 | Diligent Investors LLC | 77,903 | $3.13M | 0.7% | -1.1% | 0.401% | |
2/17/2025 | CoreCap Advisors LLC | 102,378 | $4.12M | 0.2% | -7.4% | 0.527% | |
2/17/2025 | Cresset Asset Management LLC | 74,213 | $2.98M | 0.0% | +0.9% | 0.382% | |
2/17/2025 | Cetera Investment Advisers | 244,292 | $9.82M | 0.0% | -6.2% | 1.257% | |
2/17/2025 | Citadel Advisors LLC | 24,209 | $973K | 0.0% | +170.9% | 0.125% | |
2/17/2025 | Brown Wealth Management LLC | 34,432 | $1.38M | 0.5% | +17.9% | 0.177% | |
2/17/2025 | Benjamin Edwards Inc. | 13,186 | $530K | 0.0% | -14.4% | 0.068% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 26,658 | $1.07M | 0.0% | -3.1% | 0.137% | |
2/14/2025 | Jane Street Group LLC | 11,062 | $445K | 0.0% | -80.0% | 0.057% | |
2/14/2025 | Bellwether Advisors LLC | 86,269 | $3.47M | 0.6% | -0.6% | 0.444% | |
2/14/2025 | Beacon Pointe Advisors LLC | 74,952 | $3.01M | 0.0% | -5.9% | 0.386% | |
2/14/2025 | Capital Analysts LLC | 5,788 | $233K | 0.0% | -46.9% | 0.030% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 210,939 | $8.48M | 0.0% | -0.9% | 1.086% | |
2/14/2025 | Susquehanna International Group LLP | 38,054 | $1.53M | 0.0% | +8.4% | 0.196% | |
2/14/2025 | OneDigital Investment Advisors LLC | 27,317 | $1.10M | 0.0% | -83.2% | 0.141% | |
2/14/2025 | WPWealth LLP | 14,790 | $594K | 0.1% | +134.9% | 0.076% | |
2/14/2025 | MML Investors Services LLC | 30,307 | $1.22M | 0.0% | -43.9% | 0.156% | |
2/13/2025 | NewEdge Advisors LLC | 41,195 | $1.66M | 0.0% | -14.1% | 0.212% | |
2/13/2025 | Main Street Financial Solutions LLC | 36,402 | $1.46M | 0.1% | -1.8% | 0.187% | |
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2/13/2025 | Belpointe Asset Management LLC | 16,514 | $642K | 0.0% | +54.0% | 0.085% | |
2/13/2025 | CreativeOne Wealth LLC | 32,922 | $1.32M | 0.0% | +2.2% | 0.169% | |
2/13/2025 | Mariner LLC | 8,607 | $346K | 0.0% | -47.0% | 0.044% | |
2/13/2025 | Sagespring Wealth Partners LLC | 8,052 | $324K | 0.0% | N/A | 0.041% | |
2/13/2025 | Townsquare Capital LLC | 91,585 | $3.68M | 0.0% | -4.2% | 0.471% | |
2/13/2025 | Advisory Services Network LLC | 17,364 | $698K | 0.0% | -8.8% | 0.089% | |
2/13/2025 | Trek Financial LLC | 28,815 | $1.16M | 0.1% | -12.2% | 0.148% | |
2/13/2025 | Envestnet Asset Management Inc. | 84,108 | $3.38M | 0.0% | -26.2% | 0.433% | |
2/12/2025 | World Investment Advisors | 5,200 | $209K | 0.0% | N/A | 0.027% | |
2/12/2025 | Riggs Capital Management LLC | 9,384 | $377K | 0.4% | N/A | 0.048% | |