1/31/2025 | Global Retirement Partners LLC | 40,283 | $2.41M | 0.1% | +340.2% | 0.039% | |
1/31/2025 | Proactive Wealth Strategies LLC | 57,102 | $3.41M | 1.8% | +4.3% | 0.055% | |
1/31/2025 | Traction Financial Partners LLC | 4,322 | $258K | 0.2% | -69.3% | 0.004% | |
1/31/2025 | Atria Wealth Solutions Inc. | 196,377 | $11.74M | 0.1% | -30.4% | 0.188% | |
1/31/2025 | D.A. Davidson & CO. | 126,363 | $7.55M | 0.1% | +24.7% | 0.121% | |
1/31/2025 | Truist Financial Corp | 517,372 | $30.92M | 0.0% | +67.9% | 0.495% | |
1/31/2025 | Ifrah Financial Services Inc. | 122,425 | $7.32M | 2.0% | +2.7% | 0.117% | |
1/31/2025 | Sanctuary Advisors LLC | 160,995 | $9.66M | 0.1% | -5.9% | 0.154% | |
1/31/2025 | Monument Capital Management | 22,344 | $1.34M | 0.4% | -1.2% | 0.021% | |
1/31/2025 | J.W. Cole Advisors Inc. | 30,511 | $1.82M | 0.1% | +15.1% | 0.029% | |
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1/30/2025 | Valmark Advisers Inc. | 20,230 | $1.21M | 0.0% | -2.7% | 0.019% | |
1/30/2025 | L.M. Kohn & Company | 22,808 | $1.36M | 0.4% | -9.7% | 0.022% | |
1/30/2025 | Csenge Advisory Group | 1,127,982 | $67.42M | 3.7% | -0.2% | 1.079% | |
1/30/2025 | Tcfg Wealth Management LLC | 5,663 | $338K | 0.2% | -6.4% | 0.005% | |
1/30/2025 | Principal Securities Inc. | 41,297 | $2.47M | 0.1% | +15.1% | 0.040% | |
1/30/2025 | Centerpoint Advisory Group | 13,039 | $779K | 0.8% | N/A | 0.012% | |
1/30/2025 | Hickory Asset Management Inc. | 6,405 | $383K | 0.3% | N/A | 0.006% | |
1/30/2025 | WealthPlan Investment Management LLC | 91,142 | $5.45M | 0.5% | +9.2% | 0.087% | |
1/30/2025 | Scarborough Advisors LLC | 26,307 | $1.57M | 0.2% | -36.0% | 0.025% | |
1/30/2025 | Nations Financial Group Inc. IA ADV | 6,995 | $418K | 0.0% | -11.8% | 0.007% | |
1/30/2025 | Family Capital Management Inc. | 36,404 | $2.18M | 1.3% | -3.6% | 0.035% | |
1/30/2025 | DHJJ Financial Advisors Ltd. | 1,898 | $113K | 0.0% | -22.7% | 0.002% | |
1/30/2025 | Manchester Financial Inc. | 295,153 | $17.64M | 3.9% | -12.3% | 0.282% | |
1/29/2025 | Avestar Capital LLC | 86,046 | $5.14M | 0.4% | -30.3% | 0.082% | |
1/29/2025 | MTM Investment Management LLC | 19,737 | $1.18M | 0.5% | +3.7% | 0.019% | |
1/29/2025 | Naples Global Advisors LLC | 15,302 | $915K | 0.1% | -9.8% | 0.015% | |
1/29/2025 | Great Lakes Retirement Inc. | 39,860 | $2.38M | 0.3% | +2.6% | 0.038% | |
1/29/2025 | Gladstone Institutional Advisory LLC | 195,029 | $11.66M | 0.5% | +23.5% | 0.187% | |
1/29/2025 | TFB Advisors LLC | 3,619 | $216K | 0.1% | N/A | 0.003% | |
1/29/2025 | Authentikos Wealth Advisory LLC | 4,702 | $281K | 0.3% | +128.1% | 0.005% | |
1/29/2025 | Guided Capital Wealth Management LLC | 115,782 | $6.92M | 6.3% | N/A | 0.111% | |
1/29/2025 | Latitude Advisors LLC | 17,019 | $1.02M | 0.6% | -3.1% | 0.016% | |
1/29/2025 | Sovran Advisors LLC | 3,783 | $226K | 0.0% | N/A | 0.004% | |
1/29/2025 | Paladin Wealth LLC | 23,961 | $1.43M | 1.2% | -13.4% | 0.023% | |
1/29/2025 | Wagner Wealth Management LLC | 10,083 | $603K | 0.2% | +13,344.0% | 0.010% | |
1/28/2025 | Kestra Private Wealth Services LLC | 108,810 | $6.50M | 0.1% | +3.3% | 0.104% | |
1/28/2025 | Stephens Inc. AR | 31,045 | $1.86M | 0.0% | -15.3% | 0.030% | |
1/28/2025 | Moloney Securities Asset Management LLC | 93,873 | $5.61M | 0.8% | +4.7% | 0.090% | |
1/28/2025 | Farmers & Merchants Investments Inc. | 2,150 | $129K | 0.0% | -27.3% | 0.002% | |
1/28/2025 | Strid Group LLC | 19,501 | $1.17M | 0.2% | -2.5% | 0.019% | |
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1/28/2025 | Kingsview Wealth Management LLC | 459,743 | $27.48M | 0.5% | -9.0% | 0.440% | |
1/28/2025 | Opinicus Capital Inc. | 4,091 | $245K | 0.2% | N/A | 0.004% | |
1/28/2025 | TFG Advisers LLC | 4,252 | $254K | 0.1% | +5.1% | 0.004% | |
1/28/2025 | Mainsail Financial Group LLC | 245,046 | $14.65M | 8.5% | +6.6% | 0.235% | |
1/28/2025 | Golden State Wealth Management LLC | 55,618 | $3.32M | 0.5% | N/A | 0.053% | |
1/28/2025 | Lodestar Private Asset Management LLC | 7,926 | $474K | 0.1% | -2.7% | 0.008% | |
1/27/2025 | Silver Oak Securities Incorporated | 24,048 | $1.44M | 0.1% | +9.6% | 0.023% | |
1/27/2025 | Financial Advocates Investment Management | 59,255 | $3.54M | 0.2% | +16.3% | 0.057% | |
1/27/2025 | Beacon Financial Advisory LLC | 36,579 | $2.19M | 0.7% | +2.3% | 0.035% | |
1/27/2025 | Insight Advisors LLC PA | 94,605 | $5.66M | 1.0% | -2.7% | 0.091% | |
1/27/2025 | Summit Wealth Partners LLC | 54,315 | $3.25M | 0.7% | +34.0% | 0.052% | |
1/27/2025 | Lion Street Advisors LLC | 32,596 | $1.95M | 0.6% | +7.7% | 0.031% | |
1/27/2025 | Stratos Investment Management LLC | 12,742 | $762K | 0.0% | N/A | 0.012% | |
1/27/2025 | Stratos Wealth Advisors LLC | 140,267 | $8.38M | 0.4% | -12.7% | 0.134% | |
1/27/2025 | Stratos Wealth Partners LTD. | 134,692 | $8.05M | 0.1% | -20.1% | 0.129% | |
1/27/2025 | Cassia Capital Partners LLC | 150,473 | $8.99M | 5.7% | -0.5% | 0.144% | |
1/27/2025 | PFS Partners LLC | 5,476 | $327K | 0.2% | +149.2% | 0.005% | |
1/24/2025 | GDS Wealth Management | 837,263 | $50.04M | 4.6% | -43.1% | 0.802% | |
1/24/2025 | Holistic Planning LLC | 261,409 | $15.62M | 5.7% | +1,689.7% | 0.250% | |
1/24/2025 | Sterling Manor Financial LLC | 160,569 | $9.60M | 6.7% | +2.6% | 0.154% | |
1/24/2025 | GPS Wealth Strategies Group LLC | 44,281 | $2.65M | 0.3% | -40.7% | 0.042% | |
1/24/2025 | Golden State Equity Partners | 24,875 | $1.49M | 0.3% | +2.5% | 0.024% | |
1/24/2025 | Spire Wealth Management | 156,848 | $9.38M | 0.3% | N/A | 0.150% | |
1/24/2025 | DAVENPORT & Co LLC | 6,405 | $383K | 0.0% | +48.4% | 0.006% | |
1/24/2025 | Symphony Financial Ltd. Co. | 15,089 | $904K | 0.1% | +3.7% | 0.014% | |
1/24/2025 | Chicago Partners Investment Group LLC | 25,288 | $1.51M | 0.1% | +9.5% | 0.024% | |
1/24/2025 | Clear Creek Financial Management LLC | 25,656 | $1.53M | 0.2% | -11.0% | 0.025% | |
1/23/2025 | Coastwise Capital Group LLC | 24,707 | $1.48M | 1.2% | +589.2% | 0.024% | |
1/23/2025 | Luken Investment Analytics LLC | 55,877 | $3.34M | 1.5% | -9.0% | 0.054% | |
1/23/2025 | Calton & Associates Inc. | 3,858 | $231K | 0.1% | N/A | 0.004% | |
1/23/2025 | Capital Investment Advisory Services LLC | 261,333 | $15.62M | 1.5% | +2.1% | 0.250% | |
1/23/2025 | Synergy Asset Management LLC | 247,297 | $14.80M | 1.1% | +76.6% | 0.237% | |
1/23/2025 | Gateway Wealth Partners LLC | 21,549 | $1.29M | 0.3% | -12.6% | 0.021% | |
1/23/2025 | Capital Investment Counsel LLC | 12,770 | $763K | 0.1% | -38.5% | 0.012% | |
1/23/2025 | SteelPeak Wealth LLC | 3,500 | $209K | 0.0% | -11.2% | 0.003% | |
1/22/2025 | Mattern Wealth Management LLC | 15,005 | $897K | 0.2% | -1.3% | 0.014% | |
1/22/2025 | FSC Wealth Advisors LLC | 201,959 | $12.07M | 7.8% | -2.7% | 0.193% | |
1/22/2025 | Nilsine Partners LLC | 128,502 | $7.68M | 0.8% | +0.2% | 0.123% | |
1/22/2025 | Cherry Creek Investment Advisors Inc. | 9,158 | $547K | 0.3% | -5.5% | 0.009% | |
1/22/2025 | Foundations Investment Advisors LLC | 57,779 | $3.45M | 0.1% | -45.4% | 0.055% | |
1/21/2025 | Petix & Botte Co | 210,435 | $12.58M | 3.3% | +12.9% | 0.202% | |
1/21/2025 | Stablepoint Partners LLC | 155,398 | $9.29M | 1.7% | +21.4% | 0.149% | |
1/21/2025 | 1834 Investment Advisors Co. | 6,724 | $402K | 0.1% | -60.1% | 0.006% | |
1/21/2025 | Merkkuri Wealth Advisors LLC | 8,700 | $520K | 0.4% | -29.1% | 0.008% | |
1/21/2025 | Flagship Harbor Advisors LLC | 20,581 | $1.23M | 0.1% | +123.6% | 0.020% | |
1/21/2025 | Geneos Wealth Management Inc. | 18,847 | $1.13M | 0.0% | N/A | 0.018% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 9,267 | $554K | 0.0% | -3.1% | 0.009% | |
1/21/2025 | PCG Wealth Advisors LLC | 116,994 | $6.99M | 2.6% | +891.1% | 0.114% | |
1/21/2025 | Cottonwood Capital Advisors LLC | 9,366 | $560K | 0.4% | -4.8% | 0.009% | |
1/21/2025 | McGuire Investment Group LLC | 96,469 | $5.77M | 0.8% | +0.5% | 0.094% | |
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1/21/2025 | Gradient Investments LLC | 534,545 | $31.95M | 0.6% | -11.9% | 0.519% | |
1/21/2025 | Southland Equity Partners LLC | 4,438 | $265K | 0.1% | -5.6% | 0.004% | |
1/21/2025 | RFG Advisory LLC | 43,986 | $2.63M | 0.1% | -7.6% | 0.043% | |
1/21/2025 | Shilanski & Associates Inc. | 104,699 | $6.26M | 2.0% | -0.5% | 0.102% | |
1/21/2025 | Cornerstone Wealth Management LLC | 62,793 | $3.75M | 0.3% | +32.0% | 0.061% | |
1/17/2025 | Key Client Fiduciary Advisors LLC | 35,871 | $2.14M | 0.9% | +2.6% | 0.035% | |
1/17/2025 | Secure Asset Management LLC | 68,814 | $4.11M | 0.6% | +4.9% | 0.067% | |
1/17/2025 | Mutual Advisors LLC | 112,916 | $6.76M | 0.2% | +80.6% | 0.110% | |
1/17/2025 | Independent Wealth Network Inc. | 17,037 | $1.02M | 0.4% | -6.9% | 0.017% | |
1/17/2025 | Janney Montgomery Scott LLC | 442,971 | $26.48M | 0.1% | +8.1% | 0.430% | |