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% | |
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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% | |
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% | |
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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% | |
2/12/2025 | Riggs Capital Management LLC | 12,239 | $327K | 0.3% | N/A | 0.155% | |
2/11/2025 | LPL Financial LLC | 48,763 | $1.30M | 0.0% | -3.3% | 0.619% | |
2/10/2025 | Commonwealth Equity Services LLC | 311,588 | $8.32M | 0.0% | +1.4% | 3.954% | |
2/10/2025 | Avantax Advisory Services Inc. | 24,477 | $653K | 0.0% | -6.2% | 0.311% | |
2/10/2025 | Capasso Planning Partners LLC | 49,715 | $1.33M | 0.5% | N/A | 0.631% | |
2/7/2025 | HighTower Advisors LLC | 27,927 | $746K | 0.0% | -2.8% | 0.354% | |
2/6/2025 | Straight Path Wealth Management | 15,278 | $408K | 0.2% | +2.8% | 0.194% | |
2/6/2025 | Raymond James Financial Inc. | 96,391 | $2.57M | 0.0% | N/A | 1.223% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 9,994 | $267K | 0.0% | +299.8% | 0.127% | |
2/5/2025 | Corrado Advisors LLC | 92,172 | $2.46M | 1.6% | -4.2% | 1.170% | |
2/5/2025 | Siligmueller & Norvid Wealth Advisors LLC | 34,242 | $914K | 0.4% | N/A | 0.435% | |
2/4/2025 | IFP Advisors Inc | 32,101 | $857K | 0.0% | -17.6% | 0.407% | |
2/4/2025 | Forvis Mazars Wealth Advisors LLC | 38,864 | $1.04M | 0.0% | -34.4% | 0.493% | |
1/30/2025 | Allworth Financial LP | 10,182 | $276K | 0.0% | -91.5% | 0.129% | |
1/29/2025 | Stonebridge Financial Group LLC | 4,368 | $117K | 0.0% | N/A | 0.055% | |
1/28/2025 | Kingsview Wealth Management LLC | 8,305 | $222K | 0.0% | -50.9% | 0.105% | |
1/27/2025 | Beacon Financial Advisory LLC | 10,745 | $287K | 0.1% | +10.8% | 0.136% | |
1/27/2025 | PFS Partners LLC | 282,278 | $7.54M | 4.0% | -1.1% | 3.582% | |
1/24/2025 | ODonnell Financial Services LLC | 37,988 | $1.04M | 0.5% | -3.6% | 0.482% | |
1/23/2025 | Strategic Blueprint LLC | 153,475 | $4.10M | 0.2% | -1.4% | 1.948% | |
1/17/2025 | Janney Montgomery Scott LLC | 14,695 | $392K | 0.0% | -3.3% | 0.186% | |
1/17/2025 | Atomi Financial Group Inc. | 20,931 | $559K | 0.0% | N/A | 0.266% | |
1/16/2025 | Maltin Wealth Management Inc. | 12,939 | $345K | 0.2% | +28.5% | 0.164% | |
1/14/2025 | Cardinal Point Capital Management ULC | 26,550 | $709K | 0.1% | -7.7% | 0.337% | |
1/13/2025 | Miracle Mile Advisors LLC | 665,895 | $17.78M | 0.4% | -7.1% | 8.450% | |
1/13/2025 | Fragasso Financial Advisors Inc | 75,356 | $2.01M | 0.2% | +8.3% | 0.956% | |
1/13/2025 | HFG Wealth Management LLC | 666,844 | $18.95M | 12.3% | +1.1% | 8.462% | |
1/13/2025 | Brookstone Capital Management | 47,360 | $1.26M | 0.0% | +81.2% | 0.601% | |
11/15/2024 | SageView Advisory Group LLC | 113,580 | $3.23M | 0.2% | -40.2% | 1.441% | |
11/15/2024 | HighTower Advisors LLC | 28,732 | $817K | 0.0% | -6.0% | 0.365% | |
11/14/2024 | Tradition Wealth Management LLC | 102,998 | $2.93M | 0.3% | -1.6% | 1.307% | |
11/12/2024 | Kingsview Wealth Management LLC | 16,912 | $481K | 0.0% | -16.6% | 0.215% | |
11/7/2024 | MAI Capital Management | 41,826 | $1.19M | 0.0% | -6.4% | 0.531% | |
11/6/2024 | Straight Path Wealth Management | 14,868 | $422K | 0.2% | +13.7% | 0.189% | |
11/4/2024 | Sigma Planning Corp | 13,292 | $378K | 0.0% | -14.6% | 0.169% | |
11/1/2024 | PFS Partners LLC | 285,322 | $8.11M | 4.6% | +3.1% | 3.621% | |
11/1/2024 | Corrado Advisors LLC | 96,242 | $2.74M | 1.7% | -3.5% | 1.221% | |
10/31/2024 | Global Strategic Investment Solutions LLC | 51,459 | $1.46M | 0.2% | -0.8% | 0.653% | |
10/31/2024 | Castle Wealth Management LLC | 12,761 | $363K | 0.1% | -30.1% | 0.162% | |
10/31/2024 | D.B. Root & Company LLC | 9,496 | $270K | 0.1% | -52.1% | 0.121% | |
10/30/2024 | Beacon Financial Advisory LLC | 9,700 | $276K | 0.1% | +22.8% | 0.123% | |
10/30/2024 | Hazlett Burt & Watson Inc. | 16,624 | $473K | 0.2% | +102.0% | 0.211% | |
10/28/2024 | Principal Securities Inc. | 88,164 | $2.51M | 0.1% | -8.6% | 1.119% | |
10/25/2024 | Valmark Advisers Inc. | 18,033 | $512K | 0.0% | +3.3% | 0.229% | |
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10/25/2024 | Strategic Blueprint LLC | 155,712 | $4.43M | 0.3% | -1.1% | 1.976% | |
10/23/2024 | Allworth Financial LP | 119,878 | $3.41M | 0.0% | +2.8% | 1.521% | |
10/22/2024 | Chris Bulman Inc | 44,214 | $1.26M | 0.9% | -3.5% | 0.561% | |
10/22/2024 | ODonnell Financial Services LLC | 39,390 | $1.12M | 0.5% | -59.6% | 0.500% | |
10/9/2024 | Maltin Wealth Management Inc. | 10,069 | $286K | 0.1% | N/A | 0.128% | |
10/8/2024 | CWM LLC | 51,433 | $1.46M | 0.0% | +1.0% | 0.653% | |
10/8/2024 | Brookstone Capital Management | 26,142 | $743K | 0.0% | -15.5% | 0.332% | |
10/7/2024 | Miracle Mile Advisors LLC | 717,037 | $20.38M | 0.5% | -4.2% | 9.099% | |
8/22/2024 | Cetera Investment Advisers | 184,076 | $4.98M | 0.0% | +21.5% | 2.336% | |
8/21/2024 | Truist Financial Corp | 33,437 | $904K | 0.0% | +136.3% | 0.424% | |