4/25/2025 | Ameritas Advisory Services LLC | 20,284 | $962K | 0.0% | +14.7% | 0.111% | |
4/25/2025 | New Wave Wealth Advisors LLC | 10,449 | $488K | 0.2% | +24.3% | 0.057% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 60,937 | $2.84M | 0.0% | -42.6% | 0.333% | |
4/21/2025 | ERn Financial LLC | 62,495 | $2.92M | 0.5% | -4.5% | 0.342% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 25,797 | $1.21M | 0.0% | +50.0% | 0.141% | |
4/18/2025 | DHJJ Financial Advisors Ltd. | 63,141 | $2.95M | 1.2% | -2.1% | 0.345% | |
4/17/2025 | Sagespring Wealth Partners LLC | 9,472 | $442K | 0.0% | N/A | 0.052% | |
4/17/2025 | Sowell Financial Services LLC | 7,428 | $347K | 0.0% | N/A | 0.041% | |
4/17/2025 | Keystone Wealth Services LLC | 50,256 | $2.35M | 0.6% | -5.1% | 0.275% | |
4/15/2025 | Integrated Advisors Network LLC | 30,827 | $1.44M | 0.1% | +2.7% | 0.169% | |
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4/14/2025 | Farther Finance Advisors LLC | 22,319 | $1.04M | 0.0% | +4,010.3% | 0.122% | |
4/14/2025 | McCarthy & Cox | 53,546 | $2.50M | 1.1% | -83.9% | 0.293% | |
4/9/2025 | Fragasso Financial Advisors Inc | 44,417 | $2.07M | 0.2% | -5.7% | 0.243% | |
4/9/2025 | NBC Securities Inc. | 12,789 | $596K | 0.1% | +98,276.9% | 0.070% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 13,683 | $654K | 0.0% | +22.8% | 0.068% | |
3/12/2025 | Centaurus Financial Inc. | 18,969 | $907K | 0.1% | N/A | 0.095% | |
3/6/2025 | Plotkin Financial Advisors LLC | 33,855 | $1.62M | 1.0% | -2.5% | 0.169% | |
2/28/2025 | Park Square Financial Group LLC | 527 | $25K | 0.0% | N/A | 0.004% | |
2/27/2025 | REAP Financial Group LLC | 82,671 | $3.95M | 1.0% | -7.3% | 0.597% | |
2/25/2025 | Armis Advisers LLC | 84,690 | $4.05M | 0.5% | N/A | 0.611% | |
2/25/2025 | Integrated Advisors Network LLC | 30,015 | $1.44M | 0.1% | N/A | 0.217% | |
2/18/2025 | Sunbelt Securities Inc. | 17,635 | $846K | 0.1% | -3.1% | 0.127% | |
2/18/2025 | Novem Group | 13,072 | $625K | 0.1% | N/A | 0.094% | |
2/18/2025 | First Heartland Consultants Inc. | 4,331 | $207K | 0.0% | N/A | 0.031% | |
2/17/2025 | Focus Partners Wealth | 5,094 | $244K | 0.0% | N/A | 0.037% | |
2/17/2025 | CoreCap Advisors LLC | 10,997 | $526K | 0.0% | +14.3% | 0.079% | |
2/17/2025 | Cetera Investment Advisers | 806,014 | $38.54M | 0.1% | +57.7% | 5.820% | |
2/17/2025 | Citadel Advisors LLC | 9,389 | $449K | 0.0% | N/A | 0.068% | |
2/14/2025 | Gallagher Fiduciary Advisors LLC | 4,896 | $234K | 0.0% | N/A | 0.035% | |
2/14/2025 | Prosperity Consulting Group LLC | 7,339 | $351K | 0.0% | +10.5% | 0.053% | |
2/14/2025 | Harvest Investment Services LLC | 19,771 | $945K | 0.2% | +43.0% | 0.143% | |
2/14/2025 | GeoWealth Management LLC | 1,304 | $62K | 0.0% | N/A | 0.009% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 18,358 | $898K | 0.1% | +72.1% | 0.133% | |
2/13/2025 | NewEdge Advisors LLC | 12,370 | $592K | 0.0% | +9.5% | 0.089% | |
2/13/2025 | Insigneo Advisory Services LLC | 9,913 | $474K | 0.0% | N/A | 0.072% | |
2/13/2025 | Main Street Financial Solutions LLC | 7,700 | $368K | 0.0% | +4.5% | 0.056% | |
2/13/2025 | Hanlon Investment Management Inc. | 8,348 | $399K | 0.1% | N/A | 0.060% | |
2/13/2025 | CreativeOne Wealth LLC | 121,951 | $5.83M | 0.2% | N/A | 0.881% | |
2/13/2025 | Mariner LLC | 63,080 | $3.02M | 0.0% | -0.5% | 0.455% | |
2/13/2025 | Savvy Advisors Inc. | 4,885 | $234K | 0.0% | N/A | 0.035% | |
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2/13/2025 | Altman Advisors Inc. | 407,480 | $18.28M | 7.1% | +7.5% | 2.942% | |
2/13/2025 | Townsquare Capital LLC | 15,227 | $728K | 0.0% | +11.8% | 0.110% | |
2/13/2025 | Rockefeller Capital Management L.P. | 16,018 | $766K | 0.0% | N/A | 0.116% | |
2/13/2025 | NFP Retirement Inc. | 7,084 | $339K | 0.0% | +24.2% | 0.051% | |
2/13/2025 | Integrity Financial Corp WA | 46,177 | $2.21M | 1.3% | +8.7% | 0.333% | |
2/13/2025 | Scotia Capital Inc. | 8,184 | $391K | 0.0% | -3.4% | 0.059% | |
2/13/2025 | Raymond James Financial Inc. | 399,408 | $19.10M | 0.0% | N/A | 2.884% | |
2/13/2025 | Faithward Advisors LLC | 46,564 | $2.23M | 0.4% | N/A | 0.336% | |
2/13/2025 | Advisory Services Network LLC | 10,410 | $498K | 0.0% | -25.7% | 0.075% | |
2/13/2025 | Envestnet Asset Management Inc. | 393,321 | $18.81M | 0.0% | +1,075.4% | 2.840% | |
2/12/2025 | FSB Premier Wealth Management Inc. | 38,197 | $1.83M | 0.7% | +130.5% | 0.276% | |
2/12/2025 | Bullseye Investment Management LLC | 11,816 | $565K | 0.4% | -87.2% | 0.085% | |
2/12/2025 | Orion Portfolio Solutions LLC | 4,250 | $203K | 0.0% | N/A | 0.031% | |
2/12/2025 | JPMorgan Chase & Co. | 2,936 | $140K | 0.0% | -76.9% | 0.021% | |
2/11/2025 | Modern Wealth Management LLC | 6,500 | $318K | 0.0% | N/A | 0.047% | |
2/11/2025 | Grantvest Financial Group LLC | 7,053 | $337K | 0.4% | N/A | 0.051% | |
2/11/2025 | LPL Financial LLC | 207,036 | $9.90M | 0.0% | +1.4% | 1.495% | |
2/10/2025 | 1ST Source Bank | 20,611 | $986K | 0.1% | +14.5% | 0.149% | |
2/10/2025 | Pitti Group Wealth Management LLC | 16,831 | $805K | 0.8% | -11.3% | 0.122% | |
2/10/2025 | Arbor Capital Management Inc. ADV | 10,393 | $506K | 0.5% | -5.8% | 0.075% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 643 | $31K | 0.0% | N/A | 0.005% | |
2/10/2025 | Harbour Investments Inc. | 37,042 | $1.77M | 0.1% | +17.2% | 0.267% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 8,408 | $402K | 0.0% | +86.7% | 0.061% | |
2/10/2025 | Valtinson Bruner Financial Planning LLC | 9,999 | $478K | 0.2% | -2.5% | 0.072% | |
2/10/2025 | Commonwealth Equity Services LLC | 197,150 | $9.43M | 0.0% | +34.2% | 1.423% | |
2/10/2025 | 1776 Wealth LLC | 14,532 | $695K | 0.3% | N/A | 0.105% | |
2/10/2025 | Avantax Advisory Services Inc. | 53,689 | $2.57M | 0.0% | +108.4% | 0.388% | |
2/10/2025 | Farther Finance Advisors LLC | 543 | $26K | 0.0% | N/A | 0.004% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 2,936 | $140K | 0.0% | +62.1% | 0.021% | |
2/6/2025 | Raymond James Financial Inc. | 399,408 | $19.10M | 0.0% | N/A | 2.884% | |
2/6/2025 | Atria Investments Inc | 24,266 | $1.16M | 0.0% | +223.9% | 0.175% | |
2/6/2025 | Assetmark Inc. | 99,898 | $4.78M | 0.0% | +56.1% | 0.721% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 43,249 | $2.07M | 0.0% | -1.0% | 0.312% | |
2/6/2025 | Keystone Wealth Services LLC | 52,956 | $2.53M | 0.7% | +3.3% | 0.382% | |
2/5/2025 | Schulz Wealth LTD. | 12,875 | $616K | 0.5% | +33.2% | 0.093% | |
2/5/2025 | Oppenheimer & Co. Inc. | 15,599 | $746K | 0.0% | +2.6% | 0.113% | |
2/4/2025 | IFP Advisors Inc | 254,214 | $12.16M | 0.4% | -0.8% | 1.835% | |
2/3/2025 | Private Advisor Group LLC | 8,400 | $402K | 0.0% | +97.6% | 0.061% | |
2/3/2025 | Legacy Solutions LLC | 6,446 | $308K | 0.3% | N/A | 0.047% | |
2/3/2025 | Flagstar Advisors Inc. | 7,227 | $346K | 0.1% | +3.9% | 0.052% | |
2/3/2025 | Laidlaw Wealth Management LLC | 5,421 | $259K | 0.1% | N/A | 0.039% | |
2/3/2025 | Clear Point Advisors Inc. | 14,452 | $691K | 0.6% | -3.7% | 0.104% | |
1/31/2025 | Global Retirement Partners LLC | 750 | $36K | 0.0% | N/A | 0.005% | |
1/31/2025 | Atria Wealth Solutions Inc. | 24,706 | $1.18M | 0.0% | +13.9% | 0.178% | |
1/31/2025 | Truist Financial Corp | 18,685 | $894K | 0.0% | +17.0% | 0.135% | |
1/31/2025 | Sanctuary Advisors LLC | 12,865 | $628K | 0.0% | -1.9% | 0.093% | |
1/30/2025 | WealthPlan Investment Management LLC | 174,540 | $8.35M | 0.8% | N/A | 1.260% | |
1/30/2025 | WealthPLAN Partners LLC | 100,272 | $4.80M | 0.7% | N/A | 0.724% | |
1/30/2025 | DHJJ Financial Advisors Ltd. | 64,482 | $3.08M | 1.2% | -4.3% | 0.466% | |
1/29/2025 | TFB Advisors LLC | 11,315 | $541K | 0.2% | +54.5% | 0.082% | |
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1/29/2025 | Beacon Financial Group | 7,260 | $347K | 0.0% | +62.8% | 0.052% | |
1/29/2025 | Stonebridge Financial Group LLC | 16,882 | $807K | 0.1% | N/A | 0.122% | |
1/29/2025 | Pineridge Advisors LLC | 1,691 | $81K | 0.0% | N/A | 0.012% | |
1/28/2025 | Kestra Private Wealth Services LLC | 51,043 | $2.44M | 0.0% | -20.0% | 0.369% | |
1/28/2025 | Stephens Inc. AR | 9,450 | $452K | 0.0% | +22.2% | 0.068% | |
1/27/2025 | Bleakley Financial Group LLC | 27,425 | $1.31M | 0.0% | N/A | 0.198% | |
1/24/2025 | Catalina Capital Group LLC | 6,952 | $332K | 0.1% | +14.4% | 0.050% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 4,421 | $211K | 0.0% | N/A | 0.032% | |
1/24/2025 | Spire Wealth Management | 5,248 | $251K | 0.0% | -28.7% | 0.038% | |
1/24/2025 | Clear Creek Financial Management LLC | 109,072 | $5.22M | 0.6% | N/A | 0.788% | |