2/18/2025 | Helium Advisors LLC | 16,890 | $649K | 0.5% | N/A | 0.077% | |
2/18/2025 | Continuum Advisory LLC | 18,031 | $693K | 0.1% | -13.1% | 0.082% | |
2/17/2025 | Visionary Wealth Advisors | 26,462 | $1.02M | 0.1% | +24.7% | 0.121% | |
2/17/2025 | Snowden Capital Advisors LLC | 9,442 | $363K | 0.0% | N/A | 0.043% | |
2/17/2025 | Focus Partners Wealth | 32,778 | $1.26M | 0.0% | +155.3% | 0.150% | |
2/17/2025 | Diligent Investors LLC | 80,656 | $3.10M | 0.7% | +58.4% | 0.368% | |
2/17/2025 | CoreCap Advisors LLC | 117,998 | $4.53M | 0.2% | +81.6% | 0.539% | |
2/17/2025 | Cresset Asset Management LLC | 193,415 | $7.43M | 0.0% | +305.1% | 0.883% | |
2/17/2025 | Cetera Investment Advisers | 215,831 | $8.29M | 0.0% | +19.5% | 0.986% | |
2/17/2025 | Captrust Financial Advisors | 23,593 | $906K | 0.0% | +21.3% | 0.108% | |
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2/17/2025 | Brown Wealth Management LLC | 33,586 | $1.29M | 0.5% | +19.2% | 0.153% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 11,711 | $450K | 0.0% | -5.4% | 0.053% | |
2/14/2025 | Firestone Capital Management | 15,310 | $588K | 0.1% | -17.2% | 0.070% | |
2/14/2025 | Bellwether Advisors LLC | 40,895 | $1.57M | 0.3% | +157.9% | 0.187% | |
2/14/2025 | Beacon Pointe Advisors LLC | 185,283 | $7.12M | 0.1% | -0.7% | 0.846% | |
2/14/2025 | Coldstream Capital Management Inc. | 11,863 | $456K | 0.0% | +27.6% | 0.054% | |
2/14/2025 | Capital Analysts LLC | 125,058 | $4.81M | 0.2% | +958.7% | 0.571% | |
2/14/2025 | Three Seasons Wealth LLC | 22,950 | $882K | 0.4% | N/A | 0.105% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 1,069,890 | $41.11M | 0.1% | +9.5% | 4.885% | |
2/14/2025 | Susquehanna International Group LLP | 79,919 | $3.07M | 0.0% | +417.8% | 0.365% | |
2/14/2025 | IHT Wealth Management LLC | 6,048 | $232K | 0.0% | N/A | 0.028% | |
2/14/2025 | OneDigital Investment Advisors LLC | 27,041 | $1.04M | 0.0% | -39.6% | 0.123% | |
2/14/2025 | WPWealth LLP | 15,320 | $589K | 0.1% | +36.9% | 0.070% | |
2/14/2025 | Tradition Wealth Management LLC | 38,317 | $1.47M | 0.1% | +88.7% | 0.175% | |
2/14/2025 | MML Investors Services LLC | 83,840 | $3.22M | 0.0% | -2.6% | 0.383% | |
2/13/2025 | First Commonwealth Financial Corp PA | 37,006 | $1.42M | 0.3% | N/A | 0.169% | |
2/13/2025 | Garden State Investment Advisory Services LLC | 17,210 | $661K | 0.2% | N/A | 0.079% | |
2/13/2025 | NewEdge Advisors LLC | 78,015 | $3.00M | 0.0% | +71.6% | 0.356% | |
2/13/2025 | Belpointe Asset Management LLC | 11,403 | $435K | 0.0% | +37.0% | 0.052% | |
2/13/2025 | CreativeOne Wealth LLC | 20,624 | $792K | 0.0% | -3.0% | 0.094% | |
2/13/2025 | Mariner LLC | 14,055 | $540K | 0.0% | N/A | 0.064% | |
2/13/2025 | SageView Advisory Group LLC | 43,260 | $1.66M | 0.1% | N/A | 0.198% | |
2/13/2025 | Sagespring Wealth Partners LLC | 19,323 | $742K | 0.0% | N/A | 0.088% | |
2/13/2025 | Townsquare Capital LLC | 92,155 | $3.54M | 0.0% | -26.7% | 0.421% | |
2/13/2025 | Phoenix Financial Ltd. | 23,035 | $884K | 0.0% | N/A | 0.105% | |
2/13/2025 | Advisory Services Network LLC | 35,939 | $1.38M | 0.0% | +15.4% | 0.164% | |
2/13/2025 | Bernard Wealth Management Corp. | 3,037 | $109K | 0.1% | N/A | 0.014% | |
2/13/2025 | Cerity Partners LLC | 29,500 | $1.13M | 0.0% | +122.6% | 0.135% | |
2/13/2025 | Trek Financial LLC | 54,365 | $2.09M | 0.2% | +67.2% | 0.248% | |
2/13/2025 | Waterloo Capital L.P. | 15,160 | $582K | 0.1% | +18.1% | 0.069% | |
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2/13/2025 | Envestnet Asset Management Inc. | 345,947 | $13.29M | 0.0% | -8.2% | 1.580% | |
2/12/2025 | World Investment Advisors | 20,100 | $772K | 0.0% | +8.8% | 0.092% | |
2/12/2025 | Alliancebernstein L.P. | 5,297,627 | $203.54M | 0.1% | +7.4% | 24.190% | |
2/12/2025 | Blair William & Co. IL | 634,747 | $24.39M | 0.1% | +67.6% | 2.898% | |
2/11/2025 | WorthPointe LLC | 5,557 | $214K | 0.1% | N/A | 0.025% | |
2/11/2025 | LPL Financial LLC | 237,357 | $9.12M | 0.0% | -26.5% | 1.084% | |
2/10/2025 | Signaturefd LLC | 54,072 | $2.08M | 0.0% | N/A | 0.247% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 2,250 | $86K | 0.0% | +80.0% | 0.010% | |
2/10/2025 | Harbour Investments Inc. | 97,825 | $3.76M | 0.1% | +861.0% | 0.447% | |
2/10/2025 | Corient Private Wealth LLC | 7,236 | $278K | 0.0% | -10.2% | 0.033% | |
2/10/2025 | Commonwealth Equity Services LLC | 617,262 | $23.72M | 0.0% | +23.8% | 2.819% | |
2/10/2025 | Madison Wealth Partners Inc | 5,268 | $202K | 0.1% | N/A | 0.024% | |
2/10/2025 | Avantax Advisory Services Inc. | 27,686 | $1.06M | 0.0% | +32.4% | 0.126% | |
2/10/2025 | Farther Finance Advisors LLC | 64,501 | $2.48M | 0.1% | N/A | 0.295% | |
2/7/2025 | HighTower Advisors LLC | 576,057 | $22.13M | 0.0% | +10.5% | 2.630% | |
2/7/2025 | Sound View Wealth Advisors Group LLC | 7,368 | $283K | 0.0% | +3.6% | 0.034% | |
2/6/2025 | Raymond James Financial Inc. | 265,734 | $10.21M | 0.0% | N/A | 1.213% | |
2/6/2025 | Horan Capital Advisors LLC. | 14,351 | $551K | 0.2% | -5.5% | 0.066% | |
2/6/2025 | Global Strategic Investment Solutions LLC | 224,723 | $8.63M | 1.0% | -2.3% | 1.026% | |
2/6/2025 | Keystone Wealth Services LLC | 9,623 | $370K | 0.1% | -8.4% | 0.044% | |
2/5/2025 | SRS Capital Advisors Inc. | 15,187 | $583K | 0.0% | +10.5% | 0.069% | |
2/5/2025 | West Michigan Advisors LLC | 224,612 | $8.63M | 2.6% | N/A | 1.026% | |
2/5/2025 | Allegiance Financial Group Advisory Services LLC | 10,316 | $396K | 0.1% | N/A | 0.047% | |
2/5/2025 | Whipplewood Advisors LLC | 870 | $33K | 0.0% | N/A | 0.004% | |
2/5/2025 | Corrado Advisors LLC | 72,460 | $2.78M | 1.8% | N/A | 0.331% | |
2/5/2025 | Siligmueller & Norvid Wealth Advisors LLC | 67,262 | $2.58M | 1.1% | N/A | 0.307% | |
2/4/2025 | IFP Advisors Inc | 38,253 | $1.47M | 0.0% | +112.3% | 0.175% | |
2/4/2025 | WealthShield Partners LLC | 3,500 | $134K | 0.0% | N/A | 0.016% | |
2/4/2025 | Ascent Wealth Partners LLC | 20,805 | $799K | 0.1% | N/A | 0.095% | |
2/4/2025 | Forvis Mazars Wealth Advisors LLC | 98,820 | $3.80M | 0.1% | -9.4% | 0.451% | |
2/3/2025 | Sigma Planning Corp | 12,471 | $479K | 0.0% | -29.7% | 0.057% | |
2/3/2025 | Concurrent Investment Advisors LLC | 37,651 | $1.45M | 0.0% | N/A | 0.172% | |
2/3/2025 | Wealth Alliance | 36,985 | $1.42M | 0.2% | +25.4% | 0.169% | |
2/3/2025 | Jessup Wealth Management Inc | 6,327 | $243K | 0.1% | N/A | 0.029% | |
1/31/2025 | Atria Wealth Solutions Inc. | 68,009 | $2.61M | 0.0% | +38.1% | 0.311% | |
1/31/2025 | Truist Financial Corp | 148,719 | $5.71M | 0.0% | -53.6% | 0.679% | |
1/31/2025 | Retirement Income Solutions Inc | 36,060 | $1.39M | 0.3% | -3.5% | 0.165% | |
1/30/2025 | Valmark Advisers Inc. | 25,273 | $971K | 0.0% | -12.2% | 0.115% | |
1/30/2025 | Principal Securities Inc. | 2,932 | $113K | 0.0% | +17.9% | 0.013% | |
1/30/2025 | Lakeridge Wealth Management LLC | 10,622 | $408K | 0.2% | N/A | 0.049% | |
1/30/2025 | Nations Financial Group Inc. IA ADV | 34,740 | $1.34M | 0.1% | +23.5% | 0.159% | |
1/30/2025 | DHJJ Financial Advisors Ltd. | 11,588 | $445K | 0.2% | +2.3% | 0.053% | |
1/29/2025 | Castellan Group | 17,661 | $679K | 0.3% | N/A | 0.081% | |
1/29/2025 | Stonebridge Financial Group LLC | 2,976 | $114K | 0.0% | N/A | 0.014% | |
1/29/2025 | Focus Financial Network Inc. | 10,081 | $387K | 0.0% | +35.7% | 0.046% | |
1/29/2025 | Soltis Investment Advisors LLC | 12,915 | $496K | 0.0% | +33.2% | 0.059% | |
1/28/2025 | Stephens Inc. AR | 618,463 | $23.76M | 0.3% | +61.5% | 2.824% | |
1/28/2025 | Keystone Financial Group Inc. | 6,310 | $242K | 0.2% | N/A | 0.029% | |
1/27/2025 | Silver Oak Securities Incorporated | 13,369 | $514K | 0.0% | N/A | 0.061% | |
1/27/2025 | Beacon Financial Advisory LLC | 11,624 | $447K | 0.1% | +93.0% | 0.053% | |
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1/27/2025 | Weaver Capital Management LLC | 185,011 | $7.11M | 2.0% | -2.2% | 0.845% | |
1/24/2025 | Leading Edge Financial Planning LLC | 6,915 | $266K | 0.1% | N/A | 0.032% | |
1/24/2025 | Catalina Capital Group LLC | 69,758 | $2.68M | 0.9% | N/A | 0.319% | |
1/24/2025 | McAdam LLC | 5,313 | $204K | 0.0% | N/A | 0.024% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 10,776 | $414K | 0.0% | +59.0% | 0.049% | |
1/24/2025 | Spire Wealth Management | 19,310 | $742K | 0.0% | +44.5% | 0.088% | |
1/24/2025 | Compass Advisory Group LLC | 73,564 | $2.83M | 1.0% | +2.9% | 0.336% | |
1/23/2025 | FSA Advisors Inc. | 18,916 | $725K | 0.9% | -1.6% | 0.086% | |
1/23/2025 | Strategic Blueprint LLC | 12,901 | $496K | 0.0% | -19.1% | 0.059% | |
1/22/2025 | Patriot Financial Group Insurance Agency LLC | 28,655 | $1.10M | 0.1% | +12.2% | 0.131% | |