3/17/2025 | Wealth Enhancement Advisory Services LLC | 53,620 | $2.41M | 0.0% | +25.3% | 0.426% | |
3/4/2025 | Buska Wealth Management LLC | 109,407 | $4.91M | 1.6% | -9.9% | 0.904% | |
2/26/2025 | Advisor Resource Council | 17,796 | $799K | 0.6% | N/A | 0.178% | |
2/25/2025 | Armis Advisers LLC | 14,327 | $643K | 0.1% | N/A | 0.143% | |
2/18/2025 | JDM Financial Group LLC | 40,415 | $1.82M | 0.9% | +14.5% | 0.404% | |
2/18/2025 | Glen Eagle Advisors LLC | 55,986 | $2.51M | 0.4% | +0.4% | 0.560% | |
2/18/2025 | Mpwm Advisory Solutions LLC | 15,360 | $690K | 0.5% | N/A | 0.154% | |
2/17/2025 | Visionary Wealth Advisors | 92,141 | $4.14M | 0.2% | +1.3% | 0.921% | |
2/17/2025 | CoreCap Advisors LLC | 11,155 | $501K | 0.0% | +8.2% | 0.112% | |
2/17/2025 | Cetera Investment Advisers | 332,071 | $14.91M | 0.0% | +5.4% | 3.321% | |
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2/17/2025 | Citadel Advisors LLC | 4,625 | $208K | 0.0% | -79.7% | 0.046% | |
2/17/2025 | Captrust Financial Advisors | 15,500 | $696K | 0.0% | +7.7% | 0.155% | |
2/17/2025 | Chapman Financial Group LLC | 2,746 | $123K | 0.1% | N/A | 0.027% | |
2/14/2025 | Bellwether Advisors LLC | 10,596 | $476K | 0.1% | +26.2% | 0.106% | |
2/14/2025 | Integrated Wealth Concepts LLC | 6,851 | $308K | 0.0% | +49.3% | 0.069% | |
2/14/2025 | MML Investors Services LLC | 75,912 | $3.41M | 0.0% | +68.1% | 0.759% | |
2/13/2025 | Garden State Investment Advisory Services LLC | 108,946 | $4.89M | 1.5% | +4.6% | 1.089% | |
2/13/2025 | NewEdge Advisors LLC | 9,091 | $408K | 0.0% | -41.8% | 0.091% | |
2/13/2025 | CreativeOne Wealth LLC | 52,264 | $2.35M | 0.1% | +27.1% | 0.523% | |
2/13/2025 | SageView Advisory Group LLC | 173,164 | $7.78M | 0.3% | -27.2% | 1.732% | |
2/13/2025 | Townsquare Capital LLC | 77,106 | $3.46M | 0.0% | +2.0% | 0.771% | |
2/13/2025 | Advisory Services Network LLC | 44,369 | $1.99M | 0.0% | -0.9% | 0.444% | |
2/13/2025 | Trek Financial LLC | 9,581 | $430K | 0.0% | +5.5% | 0.096% | |
2/13/2025 | Envestnet Asset Management Inc. | 1,028,312 | $46.18M | 0.0% | -0.4% | 10.283% | |
2/12/2025 | OLD Mission Capital LLC | 50,219 | $2.26M | 0.0% | N/A | 0.502% | |
2/12/2025 | Hazlett Burt & Watson Inc. | 24,841 | $1.12M | 0.5% | +63.8% | 0.248% | |
2/12/2025 | Arlington Capital Management Inc. | 17,512 | $786K | 0.5% | +11.1% | 0.175% | |
2/11/2025 | LPL Financial LLC | 617,165 | $27.72M | 0.0% | +44.0% | 6.172% | |
2/10/2025 | IMG Wealth Management Inc. | 6,953 | $312K | 0.3% | N/A | 0.070% | |
2/10/2025 | GWN Securities Inc. | 42,962 | $1.93M | 0.5% | N/A | 0.430% | |
2/10/2025 | Collaborative Wealth Managment Inc. | 11,420 | $513K | 0.2% | N/A | 0.114% | |
2/10/2025 | Harbour Investments Inc. | 144,039 | $6.47M | 0.2% | +23.6% | 1.440% | |
2/10/2025 | Avantax Advisory Services Inc. | 86,778 | $3.90M | 0.0% | +13.2% | 0.868% | |
2/7/2025 | HighTower Advisors LLC | 126,153 | $5.67M | 0.0% | +5.4% | 1.262% | |
2/7/2025 | Sound View Wealth Advisors Group LLC | 32,488 | $1.46M | 0.1% | +10.0% | 0.325% | |
2/7/2025 | PNC Financial Services Group Inc. | 6,422 | $288K | 0.0% | N/A | 0.064% | |
2/6/2025 | Raymond James Financial Inc. | 303,769 | $13.64M | 0.0% | N/A | 3.038% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 5,548 | $249K | 0.0% | +107.8% | 0.055% | |
2/6/2025 | Bedel Financial Consulting Inc. | 5,249 | $240K | 0.0% | N/A | 0.052% | |
2/5/2025 | Lineweaver Wealth Advisors LLC | 33,597 | $1.51M | 0.3% | +7.1% | 0.336% | |
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2/5/2025 | Red Crane Wealth Management LLC | 6,289 | $282K | 0.3% | N/A | 0.063% | |
2/5/2025 | Siligmueller & Norvid Wealth Advisors LLC | 6,904 | $310K | 0.1% | N/A | 0.069% | |
2/4/2025 | Prasad Wealth Partners LLC | 373,880 | $16.79M | 5.4% | N/A | 3.739% | |
2/4/2025 | IFP Advisors Inc | 4,949 | $222K | 0.0% | +6.0% | 0.049% | |
2/4/2025 | Forvis Mazars Wealth Advisors LLC | 123,301 | $5.54M | 0.1% | -10.6% | 1.233% | |
2/4/2025 | Integral Investment Advisors Inc. | 7,864 | $353K | 0.1% | +26.6% | 0.079% | |
2/3/2025 | Sigma Planning Corp | 14,187 | $637K | 0.0% | -4.4% | 0.142% | |
2/3/2025 | Private Advisor Group LLC | 34,556 | $1.55M | 0.0% | +32.4% | 0.346% | |
1/31/2025 | Atria Wealth Solutions Inc. | 45,371 | $2.04M | 0.0% | +18.5% | 0.454% | |
1/31/2025 | Truist Financial Corp | 9,183 | $412K | 0.0% | +13.5% | 0.092% | |
1/30/2025 | Principal Securities Inc. | 7,631 | $343K | 0.0% | +1,990.7% | 0.076% | |
1/30/2025 | DHJJ Financial Advisors Ltd. | 7,315 | $329K | 0.1% | +15.3% | 0.073% | |
1/29/2025 | Sovran Advisors LLC | 123,171 | $5.53M | 0.8% | N/A | 1.232% | |
1/29/2025 | Focus Financial Network Inc. | 53,568 | $2.41M | 0.1% | -1.5% | 0.536% | |
1/29/2025 | Soltis Investment Advisors LLC | 29,093 | $1.31M | 0.1% | -4.5% | 0.291% | |
1/28/2025 | Kingsview Wealth Management LLC | 1,629,613 | $73.19M | 1.4% | +200.4% | 16.296% | |
1/28/2025 | Golden State Wealth Management LLC | 555 | $25K | 0.0% | N/A | 0.006% | |
1/27/2025 | Vestia Personal Wealth Advisors | 38,369 | $1.72M | 1.3% | -3.6% | 0.384% | |
1/24/2025 | GPS Wealth Strategies Group LLC | 10,080 | $453K | 0.1% | +204.5% | 0.101% | |
1/24/2025 | Comprehensive Financial Consultants Institutional Inc. | 34,676 | $1.56M | 0.6% | +1.0% | 0.347% | |
1/24/2025 | OFC Financial Planning LLC | 22,540 | $1.01M | 1.1% | N/A | 0.225% | |
1/24/2025 | 4J Wealth Management LLC | 4,553 | $204K | 0.2% | N/A | 0.046% | |
1/23/2025 | Southern Capital Advisors LLC | 14,099 | $633K | 0.4% | +1.9% | 0.141% | |
1/23/2025 | Milestone Asset Management LLC | 49,073 | $2.20M | 0.5% | +4.5% | 0.491% | |
1/23/2025 | Applied Capital LLC | 15,695 | $705K | 0.4% | -27.2% | 0.157% | |
1/23/2025 | Strategic Blueprint LLC | 12,665 | $569K | 0.0% | N/A | 0.127% | |
1/22/2025 | Patriot Financial Group Insurance Agency LLC | 26,390 | $1.19M | 0.2% | +16.8% | 0.264% | |
1/21/2025 | KFG Wealth Management LLC | 400,448 | $17.98M | 3.4% | +5.4% | 4.004% | |
1/21/2025 | Andina Capital Management LLC | 39,966 | $1.80M | 1.5% | -5.5% | 0.400% | |
1/21/2025 | Geneos Wealth Management Inc. | 4,429 | $199K | 0.0% | -5.0% | 0.044% | |
1/21/2025 | Atlas Private Wealth Advisors | 5,090 | $229K | 0.0% | N/A | 0.051% | |
1/21/2025 | Southland Equity Partners LLC | 54,259 | $2.44M | 0.6% | -5.8% | 0.543% | |
1/17/2025 | Seros Financial LLC | 67,424 | $2.89M | 2.6% | N/A | 0.674% | |
1/17/2025 | Mutual Advisors LLC | 183,911 | $8.32M | 0.2% | +8.8% | 1.839% | |
1/16/2025 | Sugar Maple Asset Management LLC | 3,712 | $167K | 0.1% | N/A | 0.037% | |
1/16/2025 | Davies Financial Advisors Inc. | 5,735 | $258K | 0.2% | -6.6% | 0.057% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 19,961 | $896K | 0.0% | +30.5% | 0.200% | |
1/15/2025 | Channel Wealth LLC | 94,656 | $4.25M | 1.4% | +25.8% | 0.947% | |
1/15/2025 | Guardian Financial Partners LLC | 94,191 | $4.23M | 2.5% | -1.4% | 0.942% | |
1/13/2025 | Brookstone Capital Management | 136,073 | $6.11M | 0.1% | +11.4% | 1.361% | |
1/13/2025 | City Center Advisors LLC | 23,296 | $1.05M | 1.2% | +5.8% | 0.233% | |
12/10/2024 | Garden State Investment Advisory Services LLC | 104,123 | $4.59M | 1.4% | +2.9% | 1.041% | |
11/18/2024 | Soltis Investment Advisors LLC | 30,459 | $1.34M | 0.1% | -8.2% | 0.305% | |
11/18/2024 | JDM Financial Group LLC | 35,308 | $1.56M | 0.8% | N/A | 0.353% | |
11/15/2024 | MML Investors Services LLC | 45,169 | $1.99M | 0.0% | +18.3% | 0.452% | |
11/15/2024 | Glen Eagle Advisors LLC | 55,745 | $2.46M | 0.4% | +1.5% | 0.557% | |
11/15/2024 | Jane Street Group LLC | 20,852 | $920K | 0.0% | N/A | 0.209% | |
11/15/2024 | SageView Advisory Group LLC | 237,854 | $10.49M | 0.5% | -23.5% | 2.379% | |
11/15/2024 | Integrated Wealth Concepts LLC | 4,590 | $203K | 0.0% | N/A | 0.046% | |
11/15/2024 | HighTower Advisors LLC | 119,733 | $5.28M | 0.0% | +18.6% | 1.197% | |
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11/15/2024 | Garden State Investment Advisory Services LLC | 104,123 | $4.59M | 1.3% | +2.9% | 1.041% | |
11/14/2024 | Captrust Financial Advisors | 14,387 | $635K | 0.0% | -4.5% | 0.144% | |
11/14/2024 | CreativeOne Wealth LLC | 41,122 | $1.81M | 0.1% | N/A | 0.411% | |
11/13/2024 | Townsquare Capital LLC | 75,631 | $3.34M | 0.0% | -1.2% | 0.756% | |
11/12/2024 | Kingsview Wealth Management LLC | 542,485 | $23.93M | 0.5% | -64.3% | 5.425% | |
11/5/2024 | Harbour Investments Inc. | 116,542 | $5.14M | 0.2% | +52.9% | 1.165% | |
11/5/2024 | Vestia Personal Wealth Advisors | 39,788 | $1.76M | 1.4% | -1.6% | 0.398% | |
11/4/2024 | Sigma Planning Corp | 14,846 | $655K | 0.0% | -11.3% | 0.148% | |
11/1/2024 | Atria Investments Inc | 23,518 | $1.04M | 0.0% | +4.1% | 0.235% | |
11/1/2024 | Philip James Wealth Mangement LLC | 5,711 | $252K | 0.0% | -11.3% | 0.057% | |