8/25/2025 | BLVD Private Wealth LLC | 10,267 | $300K | 0.3% | N/A | 0.124% | |
8/15/2025 | Captrust Financial Advisors | 10,325 | $302K | 0.0% | +15.0% | 0.125% | |
8/15/2025 | Helium Advisors LLC | 13,762 | $402K | 0.3% | N/A | 0.166% | |
8/15/2025 | Benjamin Edwards Inc. | 9,778 | $286K | 0.0% | N/A | 0.118% | |
8/14/2025 | Ausdal Financial Partners Inc. | 6,996 | $205K | 0.0% | N/A | 0.085% | |
8/14/2025 | Raymond James Financial Inc. | 105,588 | $3.09M | 0.0% | +5.9% | 1.277% | |
8/14/2025 | NewEdge Advisors LLC | 133,533 | $3.91M | 0.0% | +565.4% | 1.615% | |
8/13/2025 | SageView Advisory Group LLC | 39,845 | $1.17M | 0.0% | -17.7% | 0.482% | |
8/13/2025 | Beacon Pointe Advisors LLC | 11,129 | $325K | 0.0% | -3.6% | 0.135% | |
8/12/2025 | American Asset Management Inc. | 11,900 | $348K | 0.3% | N/A | 0.144% | |
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8/12/2025 | Steward Partners Investment Advisory LLC | 21,767 | $636K | 0.0% | +117.8% | 0.263% | |
8/12/2025 | JPMorgan Chase & Co. | 20,110 | $588K | 0.0% | N/A | 0.243% | |
8/12/2025 | NFP Retirement Inc. | 20,319 | $594K | 0.0% | -23.5% | 0.246% | |
8/8/2025 | Kingsview Wealth Management LLC | 8,360 | $244K | 0.0% | +8.3% | 0.100% | |
8/8/2025 | Cetera Investment Advisers | 128,377 | $3.75M | 0.0% | -55.9% | 1.542% | |
8/8/2025 | Wealth Alliance LLC | 17,293 | $506K | 0.1% | +34.7% | 0.208% | |
8/7/2025 | Americana Partners LLC | 1,334,815 | $39.03M | 1.3% | +8,421.0% | 16.034% | |
8/7/2025 | PFG Advisors | 12,780 | $374K | 0.0% | N/A | 0.154% | |
8/5/2025 | WorthPointe LLC | 9,103 | $266K | 0.1% | N/A | 0.109% | |
8/4/2025 | Atria Investments Inc | 14,178 | $415K | 0.0% | N/A | 0.170% | |
8/1/2025 | Corrado Advisors LLC | 100,111 | $2.93M | 1.8% | +10.1% | 1.203% | |
8/1/2025 | Envestnet Asset Management Inc. | 54,420 | $1.59M | 0.0% | +26.1% | 0.654% | |
7/31/2025 | Gill Capital Partners LLC | 35,147 | $1.03M | 0.3% | N/A | 0.422% | |
7/30/2025 | Strategic Blueprint LLC | 272,512 | $7.97M | 0.4% | +78.5% | 3.273% | |
7/30/2025 | Brookstone Capital Management | 63,220 | $1.85M | 0.0% | +33.3% | 0.759% | |
7/29/2025 | ODonnell Financial Services LLC | 34,091 | $997K | 0.4% | -2.3% | 0.410% | |
7/29/2025 | Forvis Mazars Wealth Advisors LLC | 19,584 | $573K | 0.0% | -29.9% | 0.235% | |
7/29/2025 | Straight Path Wealth Management | 14,149 | $414K | 0.1% | +5.7% | 0.170% | |
7/29/2025 | Commons Capital LLC | 11,334 | $331K | 0.3% | N/A | 0.136% | |
7/28/2025 | Compass Advisory Group LLC | 19,834 | $580K | 0.2% | -6.9% | 0.238% | |
7/28/2025 | Harbour Investments Inc. | 1,247 | $36K | 0.0% | -65.3% | 0.015% | |
7/25/2025 | Atria Wealth Solutions Inc. | 7,559 | $221K | 0.0% | N/A | 0.091% | |
7/25/2025 | CWM LLC | 57,814 | $1.69M | 0.0% | +5.1% | 0.694% | |
7/24/2025 | Riverchase Wealth Management LLC | 7,785 | $228K | 0.1% | N/A | 0.094% | |
7/24/2025 | IFP Advisors Inc | 38,694 | $1.13M | 0.0% | +9.5% | 0.465% | |
7/22/2025 | Global Strategic Investment Solutions LLC | 49,657 | $1.45M | 0.2% | -3.4% | 0.596% | |
7/22/2025 | Beacon Financial Advisory LLC | 12,156 | $355K | 0.1% | +13.1% | 0.146% | |
7/22/2025 | Berger Financial Group Inc | 53,238 | $1.56M | 0.1% | -0.7% | 0.639% | |
7/22/2025 | Diligent Investors LLC | 13,313 | $389K | 0.1% | +14.1% | 0.160% | |
7/21/2025 | DHJJ Financial Advisors Ltd. | 17,288 | $506K | 0.2% | +24.7% | 0.208% | |
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7/21/2025 | Triad Wealth Partners LLC | 21,533 | $630K | 0.1% | +89.7% | 0.259% | |
7/18/2025 | Truist Financial Corp | 33,896 | $991K | 0.0% | -1.1% | 0.407% | |
7/17/2025 | Janney Montgomery Scott LLC | 14,392 | $421K | 0.0% | -6.6% | 0.173% | |
7/16/2025 | Signaturefd LLC | 18,204 | $532K | 0.0% | N/A | 0.219% | |
7/16/2025 | PFS Partners LLC | 292,236 | $8.55M | 4.3% | +0.1% | 3.510% | |
7/15/2025 | BCS Wealth Management | 30,275 | $885K | 0.2% | +13.9% | 0.364% | |
7/14/2025 | CRA Financial Services LLC | 8,180 | $239K | 0.0% | N/A | 0.097% | |
7/14/2025 | Chris Bulman Inc | 59,254 | $1.73M | 1.0% | +39.1% | 0.705% | |
7/11/2025 | Farther Finance Advisors LLC | 32,623 | $954K | 0.0% | N/A | 0.387% | |
7/11/2025 | Lantz Financial LLC | 10,003 | $292K | 0.1% | N/A | 0.119% | |
7/10/2025 | Websterrogers Financial Advisors LLC | 9,109 | $266K | 0.1% | N/A | 0.108% | |
7/9/2025 | Fragasso Financial Advisors Inc | 81,224 | $2.38M | 0.2% | +1.1% | 0.964% | |
7/9/2025 | HFG Wealth Management LLC | 483,063 | $13.30M | 7.8% | -1.0% | 5.734% | |
7/3/2025 | Fiduciary Financial Group LLC | 40,084 | $1.17M | 0.2% | +25.0% | 0.474% | |
5/19/2025 | SageView Advisory Group LLC | 48,398 | $1.33M | 0.1% | -29.1% | 0.574% | |
5/15/2025 | MAI Capital Management | 36,261 | $999K | 0.0% | -12.0% | 0.430% | |
5/15/2025 | OLD Mission Capital LLC | 8,066 | $222K | 0.0% | -78.7% | 0.096% | |
5/14/2025 | Kestra Advisory Services LLC | 40,655 | $1.12M | 0.0% | -31.3% | 0.482% | |
5/14/2025 | Compound Planning Inc. | 14,205 | $391K | 0.0% | -32.1% | 0.169% | |
5/14/2025 | Tradition Wealth Management LLC | 101,364 | $2.79M | 0.2% | -0.5% | 1.202% | |
5/13/2025 | Forvis Mazars Wealth Advisors LLC | 27,941 | $769K | 0.0% | -28.1% | 0.331% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 75,028 | $2.07M | 0.0% | +5.1% | 0.890% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 12,321 | $339K | 0.4% | +31.1% | 0.146% | |
5/13/2025 | NFP Retirement Inc. | 26,555 | $731K | 0.1% | +3.2% | 0.315% | |
5/12/2025 | Berger Financial Group Inc | 53,632 | $1.48M | 0.1% | -8.5% | 0.636% | |
5/12/2025 | Townsquare Capital LLC | 12,321 | $339K | 0.0% | +3.6% | 0.146% | |
5/7/2025 | LPL Financial LLC | 46,555 | $1.28M | 0.0% | -4.5% | 0.552% | |
5/7/2025 | Investment Management Corp VA ADV | 60,845 | $1.68M | 1.5% | -3.0% | 0.722% | |
5/6/2025 | Cetera Investment Advisers | 290,936 | $8.01M | 0.0% | +14.7% | 3.451% | |
5/5/2025 | IFP Advisors Inc | 35,329 | $973K | 0.0% | +10.1% | 0.419% | |
5/5/2025 | ODonnell Financial Services LLC | 34,898 | $961K | 0.4% | -8.1% | 0.414% | |
5/2/2025 | Kingsview Wealth Management LLC | 7,716 | $212K | 0.0% | -7.1% | 0.092% | |
5/1/2025 | Corrado Advisors LLC | 90,958 | $2.51M | 1.7% | -1.3% | 1.079% | |
5/1/2025 | CWM LLC | 54,996 | $1.52M | 0.0% | +1.6% | 0.652% | |
4/29/2025 | Strategic Blueprint LLC | 152,651 | $4.20M | 0.2% | -0.5% | 1.855% | |
4/28/2025 | Straight Path Wealth Management | 13,386 | $369K | 0.1% | -12.4% | 0.163% | |
4/24/2025 | Capasso Planning Partners LLC | 42,900 | $1.18M | 0.5% | -13.7% | 0.521% | |
4/21/2025 | Siligmueller & Norvid Wealth Advisors LLC | 20,749 | $571K | 0.2% | -39.4% | 0.252% | |
4/18/2025 | DHJJ Financial Advisors Ltd. | 13,864 | $382K | 0.2% | -2.8% | 0.168% | |
4/17/2025 | Janney Montgomery Scott LLC | 15,417 | $425K | 0.0% | +4.9% | 0.187% | |
4/15/2025 | Chris Bulman Inc | 42,596 | $1.17M | 0.7% | -2.5% | 0.518% | |
4/15/2025 | Fiduciary Financial Group LLC | 32,079 | $852K | 0.2% | +9.0% | 0.390% | |
4/14/2025 | PFS Partners LLC | 291,844 | $8.04M | 4.3% | +3.4% | 3.546% | |
4/14/2025 | BCS Wealth Management | 26,570 | $732K | 0.2% | -7.1% | 0.323% | |
4/14/2025 | Miracle Mile Advisors LLC | 662,547 | $18.25M | 0.4% | -0.5% | 8.050% | |
4/9/2025 | Fragasso Financial Advisors Inc | 80,320 | $2.21M | 0.2% | +6.6% | 0.976% | |
4/8/2025 | HFG Wealth Management LLC | 487,901 | $13.03M | 7.9% | -26.8% | 5.928% | |
2/19/2025 | ARQ Wealth Advisors LLC | 7,754 | $207K | 0.1% | N/A | 0.098% | |
2/18/2025 | Investment Management Corp VA ADV | 62,709 | $1.67M | 1.5% | N/A | 0.796% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 9,406 | $251K | 0.0% | N/A | 0.119% | |
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2/17/2025 | Cetera Investment Advisers | 253,621 | $6.77M | 0.0% | +33.7% | 3.219% | |
2/14/2025 | Jane Street Group LLC | 8,347 | $223K | 0.0% | N/A | 0.106% | |
2/14/2025 | Beacon Pointe Advisors LLC | 13,546 | $362K | 0.0% | -6.3% | 0.172% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 71,393 | $1.91M | 0.0% | -4.9% | 0.906% | |
2/14/2025 | Tradition Wealth Management LLC | 101,830 | $2.72M | 0.2% | -1.1% | 1.292% | |
2/13/2025 | SageView Advisory Group LLC | 68,261 | $1.82M | 0.1% | -39.9% | 0.866% | |
2/13/2025 | NFP Retirement Inc. | 25,734 | $687K | 0.1% | +41.2% | 0.327% | |
2/13/2025 | Raymond James Financial Inc. | 96,391 | $2.57M | 0.0% | N/A | 1.223% | |
2/13/2025 | Envestnet Asset Management Inc. | 43,273 | $1.16M | 0.0% | -1.8% | 0.549% | |
2/12/2025 | OLD Mission Capital LLC | 37,950 | $1.01M | 0.0% | N/A | 0.482% | |