5/19/2025 | SageView Advisory Group LLC | 17,711 | $516K | 0.0% | -30.0% | 0.369% | |
5/15/2025 | MAI Capital Management | 2,912 | $85K | 0.0% | -11.7% | 0.061% | |
5/15/2025 | OLD Mission Capital LLC | 32,017 | $932K | 0.0% | +230.5% | 0.667% | |
5/14/2025 | Capital Analysts LLC | 4,525 | $132K | 0.0% | N/A | 0.094% | |
5/14/2025 | M Holdings Securities Inc. | 21,496 | $626K | 0.1% | +21.2% | 0.448% | |
5/13/2025 | Compass Advisory Group LLC | 12,329 | $359K | 0.1% | -4.1% | 0.257% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 887 | $26K | 0.0% | N/A | 0.018% | |
5/13/2025 | HighTower Advisors LLC | 212,151 | $6.18M | 0.0% | -5.0% | 4.420% | |
5/12/2025 | Berger Financial Group Inc | 216,588 | $6.31M | 0.4% | -3.5% | 4.512% | |
5/12/2025 | AlphaCore Capital LLC | 3,600 | $105K | 0.0% | N/A | 0.075% | |
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5/9/2025 | Atria Wealth Solutions Inc. | 6,989 | $204K | 0.0% | N/A | 0.146% | |
5/9/2025 | Blair William & Co. IL | 163,355 | $4.76M | 0.0% | -15.6% | 3.403% | |
5/6/2025 | Cetera Investment Advisers | 119,646 | $3.48M | 0.0% | +55.4% | 2.493% | |
5/6/2025 | Avantax Advisory Services Inc. | 28,045 | $817K | 0.0% | -2.0% | 0.584% | |
5/5/2025 | IFP Advisors Inc | 19,429 | $566K | 0.0% | -1.9% | 0.405% | |
5/2/2025 | Kingsview Wealth Management LLC | 8,336 | $243K | 0.0% | +9.8% | 0.174% | |
5/2/2025 | Wealthgarden F.S. LLC | 23,857 | $695K | 0.7% | -7.1% | 0.497% | |
5/1/2025 | Corrado Advisors LLC | 114,280 | $3.33M | 2.2% | -0.8% | 2.381% | |
5/1/2025 | CWM LLC | 7,179 | $209K | 0.0% | +6.2% | 0.150% | |
4/29/2025 | Envestnet Asset Management Inc. | 167,250 | $4.87M | 0.0% | +7.8% | 3.325% | |
4/29/2025 | Ifrah Financial Services Inc. | 26,312 | $766K | 0.2% | -2.0% | 0.523% | |
4/29/2025 | OneDigital Investment Advisors LLC | 24,950 | $727K | 0.0% | N/A | 0.496% | |
4/28/2025 | Global Strategic Investment Solutions LLC | 159,220 | $4.64M | 0.5% | -5.7% | 3.165% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 21,585 | $629K | 0.0% | +5.9% | 0.429% | |
4/21/2025 | Siligmueller & Norvid Wealth Advisors LLC | 38,022 | $1.11M | 0.5% | -1.5% | 0.756% | |
4/17/2025 | Janney Montgomery Scott LLC | 19,473 | $567K | 0.0% | -2.5% | 0.387% | |
4/16/2025 | NorthCrest Asset Manangement LLC | 10,807 | $315K | 0.0% | -16.8% | 0.215% | |
4/14/2025 | Farther Finance Advisors LLC | 1,328 | $39K | 0.0% | N/A | 0.026% | |
4/14/2025 | BCS Wealth Management | 23,741 | $691K | 0.2% | -11.1% | 0.472% | |
4/14/2025 | Miracle Mile Advisors LLC | 13,114 | $382K | 0.0% | -12.3% | 0.261% | |
4/10/2025 | Diligent Investors LLC | 42,220 | $1.23M | 0.3% | -5.6% | 0.839% | |
4/9/2025 | Cypress Financial Planning LLC | 11,481 | $334K | 0.1% | -5.7% | 0.228% | |
4/9/2025 | Fragasso Financial Advisors Inc | 6,882 | $200K | 0.0% | N/A | 0.137% | |
4/8/2025 | Lantz Financial LLC | 54,173 | $1.58M | 0.4% | -80.9% | 1.066% | |
4/8/2025 | HFG Wealth Management LLC | 9,823 | $272K | 0.2% | -88.6% | 0.193% | |
4/7/2025 | AdvisorNet Financial Inc | 3,379 | $98K | 0.0% | -10.0% | 0.067% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 29,339 | $813K | 0.0% | -15.0% | 0.578% | |
2/18/2025 | Helium Advisors LLC | 11,414 | $316K | 0.3% | N/A | 0.208% | |
2/17/2025 | Cetera Investment Advisers | 76,990 | $2.13M | 0.0% | +0.9% | 1.405% | |
2/17/2025 | Captrust Financial Advisors | 24,580 | $681K | 0.0% | -22.2% | 0.449% | |
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2/17/2025 | Chapman Financial Group LLC | 1,680 | $47K | 0.0% | N/A | 0.031% | |
2/14/2025 | Jane Street Group LLC | 17,542 | $486K | 0.0% | N/A | 0.320% | |
2/14/2025 | Berger Financial Group Inc | 224,429 | $6.22M | 0.4% | -3.8% | 4.095% | |
2/14/2025 | Tradition Wealth Management LLC | 9,394 | $260K | 0.0% | -17.6% | 0.171% | |
2/14/2025 | MML Investors Services LLC | 127,042 | $3.52M | 0.0% | +83.3% | 2.318% | |
2/13/2025 | M Holdings Securities Inc. | 17,730 | $491K | 0.1% | -14.2% | 0.324% | |
2/13/2025 | SageView Advisory Group LLC | 25,302 | $701K | 0.0% | -38.3% | 0.462% | |
2/13/2025 | Raymond James Financial Inc. | 54,514 | $1.51M | 0.0% | N/A | 0.995% | |
2/13/2025 | Envestnet Asset Management Inc. | 155,206 | $4.30M | 0.0% | +52.7% | 2.832% | |
2/13/2025 | Wells Fargo & Company MN | 1,474 | $41K | 0.0% | N/A | 0.027% | |
2/12/2025 | Blair William & Co. IL | 193,497 | $5.36M | 0.0% | -6.5% | 3.531% | |
2/11/2025 | LPL Financial LLC | 21,513 | $596K | 0.0% | -11.5% | 0.393% | |
2/10/2025 | Harbour Investments Inc. | 7,834 | $217K | 0.0% | +12.6% | 0.143% | |
2/10/2025 | Commonwealth Equity Services LLC | 176,446 | $4.89M | 0.0% | -3.4% | 3.220% | |
2/7/2025 | HighTower Advisors LLC | 223,431 | $6.19M | 0.0% | -17.6% | 4.077% | |
2/6/2025 | Raymond James Financial Inc. | 54,514 | $1.51M | 0.0% | N/A | 0.995% | |
2/6/2025 | Triad Wealth Partners LLC | 10,485 | $290K | 0.1% | N/A | 0.191% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 9,144 | $253K | 0.0% | +182.7% | 0.167% | |
2/6/2025 | Bedel Financial Consulting Inc. | 81,834 | $2.34M | 0.3% | -1.7% | 1.493% | |
2/6/2025 | Global Strategic Investment Solutions LLC | 168,845 | $4.68M | 0.5% | -3.0% | 3.081% | |
2/5/2025 | Corrado Advisors LLC | 115,194 | $3.19M | 2.1% | -4.3% | 2.102% | |
2/5/2025 | Siligmueller & Norvid Wealth Advisors LLC | 38,597 | $1.07M | 0.5% | N/A | 0.704% | |
2/4/2025 | IFP Advisors Inc | 19,812 | $549K | 0.0% | +3.4% | 0.362% | |
2/4/2025 | Wealthgarden F.S. LLC | 25,681 | $711K | 0.7% | N/A | 0.469% | |
2/4/2025 | Forvis Mazars Wealth Advisors LLC | 24,937 | $691K | 0.0% | -40.2% | 0.455% | |
2/3/2025 | Clear Point Advisors Inc. | 22,283 | $617K | 0.5% | -4.6% | 0.407% | |
1/31/2025 | Ifrah Financial Services Inc. | 26,855 | $744K | 0.2% | +2.4% | 0.490% | |
1/30/2025 | Allworth Financial LP | 10,424 | $294K | 0.0% | -18.9% | 0.190% | |
1/29/2025 | Stonebridge Financial Group LLC | 1,095 | $30K | 0.0% | N/A | 0.020% | |
1/28/2025 | Kingsview Wealth Management LLC | 7,593 | $210K | 0.0% | -25.1% | 0.139% | |
1/27/2025 | Summit Wealth Partners LLC | 9,837 | $272K | 0.1% | -21.9% | 0.180% | |
1/27/2025 | Stratos Wealth Advisors LLC | 78,934 | $2.19M | 0.1% | +2.4% | 1.440% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 7,397 | $205K | 0.0% | -16.8% | 0.135% | |
1/24/2025 | Chicago Partners Investment Group LLC | 7,483 | $208K | 0.0% | -10.7% | 0.137% | |
1/21/2025 | Lantz Financial LLC | 283,804 | $7.86M | 2.1% | -0.6% | 5.179% | |
1/17/2025 | Janney Montgomery Scott LLC | 19,973 | $553K | 0.0% | -2.8% | 0.364% | |
1/15/2025 | Gill Capital Partners LLC | 8,205 | $227K | 0.1% | -23.6% | 0.150% | |
1/15/2025 | Cypress Wealth Services LLC | 46,291 | $1.28M | 0.3% | -19.1% | 0.845% | |
1/14/2025 | Cypress Financial Planning LLC | 12,173 | $337K | 0.1% | -19.9% | 0.222% | |
1/13/2025 | BCS Wealth Management | 26,699 | $739K | 0.2% | -3.2% | 0.487% | |
1/13/2025 | Miracle Mile Advisors LLC | 14,953 | $414K | 0.0% | +24.4% | 0.273% | |
1/13/2025 | HFG Wealth Management LLC | 86,049 | $2.53M | 1.6% | -23.9% | 1.570% | |
11/15/2024 | MML Investors Services LLC | 69,291 | $2.04M | 0.0% | +170.4% | 1.264% | |
11/15/2024 | SageView Advisory Group LLC | 40,975 | $1.21M | 0.1% | +70.6% | 0.748% | |
11/15/2024 | HighTower Advisors LLC | 271,048 | $7.95M | 0.0% | -1.6% | 4.946% | |
11/14/2024 | Tradition Wealth Management LLC | 11,394 | $335K | 0.0% | -20.7% | 0.208% | |
11/14/2024 | First Commonwealth Financial Corp PA | 8,505 | $250K | 0.1% | +7.5% | 0.155% | |
11/13/2024 | WorthPointe LLC | 46,752 | $1.38M | 0.6% | -2.1% | 0.853% | |
11/12/2024 | Kingsview Wealth Management LLC | 10,144 | $298K | 0.0% | +5.9% | 0.185% | |
11/12/2024 | M Holdings Securities Inc. | 20,663 | $608K | 0.2% | N/A | 0.377% | |
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11/6/2024 | Spectrum Investment Advisors Inc. | 7,765 | $228K | 0.2% | -43.8% | 0.142% | |
11/5/2024 | Harbour Investments Inc. | 6,957 | $205K | 0.0% | +22.2% | 0.127% | |
11/1/2024 | Corrado Advisors LLC | 120,406 | $3.54M | 2.2% | -3.1% | 2.197% | |
10/31/2024 | Global Strategic Investment Solutions LLC | 174,066 | $5.12M | 0.6% | -3.1% | 3.176% | |
10/28/2024 | Summit Wealth Partners LLC | 12,599 | $370K | 0.1% | +42.3% | 0.230% | |
10/25/2024 | Strategic Blueprint LLC | 48,325 | $1.42M | 0.1% | -1.4% | 0.882% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 34,515 | $1.02M | 0.0% | +26.0% | 0.630% | |
10/23/2024 | Global Trust Asset Management LLC | 3,700 | $109K | 0.0% | -35.1% | 0.068% | |
10/22/2024 | DHJJ Financial Advisors Ltd. | 18,582 | $546K | 0.2% | +20.9% | 0.339% | |
10/22/2024 | ODonnell Financial Services LLC | 21,351 | $628K | 0.3% | -8.5% | 0.390% | |