5/9/2024 | Kingsview Wealth Management LLC | 14,939 | $1.62M | 0.0% | +29.7% | 0.198% | |
5/8/2024 | Avantax Advisory Services Inc. | 8,922 | $969K | 0.0% | +10.2% | 0.118% | |
5/8/2024 | Thoroughbred Financial Services LLC | 2,386 | $259K | 0.0% | -3.8% | 0.032% | |
5/7/2024 | Concurrent Investment Advisors LLC | 5,345 | $581K | 0.0% | -88.0% | 0.071% | |
5/7/2024 | Insight Advisors LLC PA | 5,669 | $616K | 0.1% | +9.8% | 0.075% | |
4/30/2024 | Private Advisor Group LLC | 56,127 | $6.10M | 0.0% | +11.0% | 0.744% | |
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4/30/2024 | Arkadios Wealth Advisors | 49,089 | $5.33M | 0.4% | -2.3% | 0.651% | |
4/29/2024 | Commonwealth Equity Services LLC | 22,853 | $2.48M | 0.0% | +5.2% | 0.303% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 437 | $47K | 0.0% | +33.2% | 0.006% | |
4/29/2024 | Aspire Wealth Management Corp | 24,461 | $2.66M | 1.6% | -48.9% | 0.324% | |
4/24/2024 | Leavell Investment Management Inc. | 15,490 | $1.68M | 0.1% | +1.8% | 0.205% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 1,865 | $203K | 0.1% | +103.8% | 0.025% | |
4/24/2024 | Essex Financial Services Inc. | 5,266 | $572K | 0.1% | +17.9% | 0.070% | |
4/23/2024 | Global Retirement Partners LLC | 8,999 | $978K | 0.0% | -2.8% | 0.119% | |
4/23/2024 | McAdam LLC | 2,079 | $226K | 0.0% | N/A | 0.028% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 170,187 | $18.49M | 0.0% | +6.2% | 2.251% | |
4/22/2024 | Strategic Financial Concepts LLC | 8,194 | $890K | 0.2% | N/A | 0.108% | |
4/22/2024 | Family Investment Center Inc. | 32,498 | $3.53M | 1.1% | N/A | 0.430% | |
4/22/2024 | Raymond James & Associates | 53,943 | $5.86M | 0.0% | +8.0% | 0.714% | |
4/18/2024 | Horizon Wealth Management LLC | 10,631 | $1.16M | 0.3% | +9.1% | 0.141% | |
4/18/2024 | Mayfair Advisory Group LLC | 2,129 | $231K | 0.2% | -4.5% | 0.028% | |
4/16/2024 | Capital Asset Advisory Services LLC | 8,748 | $939K | 0.1% | +9.9% | 0.116% | |
4/16/2024 | Lockerman Financial Group Inc. | 1,950 | $212K | 0.4% | N/A | 0.026% | |
4/11/2024 | RFG Advisory LLC | 4,925 | $535K | 0.0% | +4.8% | 0.065% | |
4/3/2024 | Arden Trust Co | 134,388 | $14.60M | 2.0% | +0.5% | 1.748% | |
2/26/2024 | Centaurus Financial Inc. | 4,798 | $483K | 0.0% | -17.3% | 0.062% | |
2/14/2024 | XML Financial LLC | 2,446 | $246K | 0.0% | -17.0% | 0.032% | |
2/13/2024 | Belpointe Asset Management LLC | 3,399 | $342K | 0.0% | -42.7% | 0.044% | |
2/9/2024 | FMA Wealth Management LLC | 7,523 | $758K | 0.7% | N/A | 0.098% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 3,743 | $377K | 0.0% | +11.1% | 0.049% | |
2/8/2024 | Financial Advocates Investment Management | 7,638 | $769K | 0.0% | +16.8% | 0.099% | |
2/8/2024 | Kingsview Wealth Management LLC | 11,521 | $1.16M | 0.0% | +41.3% | 0.150% | |
2/7/2024 | Avantax Advisory Services Inc. | 8,094 | $815K | 0.0% | +1.3% | 0.105% | |
2/7/2024 | Collaborative Wealth Managment Inc. | 20,503 | $2.07M | 1.1% | -4.9% | 0.267% | |
2/7/2024 | Roof Eidam Maycock Peralta LLC | 3,128 | $315K | 0.1% | -7.6% | 0.041% | |
2/7/2024 | Principal Securities Inc. | 320 | $32K | 0.0% | N/A | 0.004% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 11,866 | $1.20M | 0.1% | +8.7% | 0.154% | |
2/6/2024 | Private Advisor Group LLC | 50,569 | $5.09M | 0.0% | +5.3% | 0.658% | |
2/6/2024 | Axxcess Wealth Management LLC | 7,959 | $802K | 0.0% | +7.0% | 0.103% | |
2/6/2024 | Essex Financial Services Inc. | 4,465 | $450K | 0.0% | N/A | 0.058% | |
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2/2/2024 | Valmark Advisers Inc. | 2,108 | $212K | 0.0% | N/A | 0.027% | |
2/2/2024 | Truist Financial Corp | 7,233 | $729K | 0.0% | +31.6% | 0.094% | |
2/2/2024 | Atria Wealth Solutions Inc. | 2,110 | $213K | 0.0% | N/A | 0.027% | |
2/1/2024 | Larson Financial Group LLC | 482 | $49K | 0.0% | -79.7% | 0.006% | |
1/29/2024 | Crumly & Associates Inc. | 21,215 | $2.14M | 0.6% | -48.5% | 0.276% | |
1/25/2024 | RFG Advisory LLC | 4,699 | $473K | 0.0% | -20.5% | 0.061% | |
1/24/2024 | Venture Visionary Partners LLC | 3,590 | $362K | 0.0% | N/A | 0.047% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 2,531 | $255K | 0.0% | N/A | 0.033% | |
1/24/2024 | Arkadios Wealth Advisors | 50,247 | $5.06M | 0.4% | -2.1% | 0.653% | |
1/22/2024 | Aspire Wealth Management Corp | 47,831 | $4.82M | 3.3% | -7.9% | 0.622% | |
1/22/2024 | Horizon Wealth Management LLC | 9,747 | $982K | 0.3% | +2.0% | 0.127% | |
1/19/2024 | Mayfair Advisory Group LLC | 2,229 | $226K | 0.2% | -28.0% | 0.029% | |
1/18/2024 | Global Retirement Partners LLC | 9,256 | $909K | 0.0% | -1.2% | 0.120% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 160,194 | $16.14M | 0.0% | +7.9% | 2.083% | |
1/16/2024 | Raymond James & Associates | 49,936 | $5.03M | 0.0% | +2.6% | 0.649% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 5,395 | $541K | 0.0% | +32.8% | 0.070% | |
1/11/2024 | Atlas Private Wealth Advisors | 4,876 | $491K | 0.1% | -8.0% | 0.063% | |
1/9/2024 | Capital Asset Advisory Services LLC | 7,959 | $802K | 0.0% | +5.3% | 0.103% | |
1/4/2024 | Arden Trust Co | 133,692 | $13.47M | 2.0% | +10.6% | 1.739% | |
11/16/2023 | Creative Planning | 222,475 | $20.34M | 0.0% | +6.7% | 2.893% | |
11/15/2023 | Integrated Wealth Concepts LLC | 24,748 | $2.26M | 0.0% | +3.8% | 0.322% | |
11/15/2023 | Ameriprise Financial Inc. | 654,815 | $59.85M | 0.0% | +9.0% | 8.515% | |
11/15/2023 | Axxcess Wealth Management LLC | 7,441 | $680K | 0.0% | N/A | 0.097% | |
11/14/2023 | Tower Research Capital LLC TRC | 4,798 | $439K | 0.0% | +104.8% | 0.062% | |
11/13/2023 | Mariner LLC | 103,207 | $9.44M | 0.0% | +35.6% | 1.342% | |
11/13/2023 | LPL Financial LLC | 590,715 | $54.00M | 0.0% | +14.0% | 7.682% | |
11/13/2023 | Envestnet Asset Management Inc. | 77,240 | $7.06M | 0.0% | -3.3% | 1.004% | |
11/13/2023 | Kestra Advisory Services LLC | 20,646 | $1.89M | 0.0% | +6.5% | 0.268% | |
11/9/2023 | Collaborative Wealth Managment Inc. | 21,569 | $1.97M | 1.2% | +14.9% | 0.280% | |
11/8/2023 | Cornerstone Planning Group LLC | 832 | $76K | 0.0% | +1,633.3% | 0.011% | |
11/8/2023 | Avantax Advisory Services Inc. | 7,992 | $731K | 0.0% | N/A | 0.104% | |
11/8/2023 | Strategic Financial Concepts LLC | 7,408 | $677K | 0.2% | +60.6% | 0.096% | |
11/7/2023 | Kingsview Wealth Management LLC | 8,155 | $746K | 0.0% | +21.5% | 0.106% | |
11/6/2023 | XML Financial LLC | 2,946 | $269K | 0.0% | -91.2% | 0.038% | |
11/3/2023 | Larson Financial Group LLC | 2,369 | $217K | 0.0% | -6.8% | 0.031% | |
11/3/2023 | Private Advisor Group LLC | 48,032 | $4.39M | 0.0% | +5.4% | 0.625% | |
11/2/2023 | Crumly & Associates Inc. | 41,233 | $3.77M | 1.5% | -30.5% | 0.536% | |
10/30/2023 | Bogart Wealth LLC | 1,054 | $96K | 0.0% | +39.8% | 0.014% | |
10/30/2023 | Aspire Wealth Management Corp | 51,958 | $4.75M | 3.6% | +1.0% | 0.676% | |
10/27/2023 | Financial Advocates Investment Management | 6,538 | $598K | 0.0% | +2.7% | 0.085% | |
10/25/2023 | Horizon Wealth Management LLC | 9,560 | $874K | 0.3% | -2.1% | 0.124% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 148,497 | $13.58M | 0.0% | -2.4% | 1.931% | |
10/24/2023 | Raymond James & Associates | 48,657 | $4.45M | 0.0% | +2.6% | 0.633% | |
10/24/2023 | Mayfair Advisory Group LLC | 3,096 | $281K | 0.3% | +9.7% | 0.040% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 9,855 | $901K | 0.0% | -3.7% | 0.128% | |
10/23/2023 | Commonwealth Equity Services LLC | 24,054 | $2.20M | 0.0% | -1.7% | 0.313% | |
10/19/2023 | Roof Eidam Maycock Peralta LLC | 3,386 | $310K | 0.1% | -34.4% | 0.044% | |
10/18/2023 | Capital Asset Advisory Services LLC | 7,557 | $690K | 0.0% | +5.7% | 0.098% | |
10/17/2023 | Newbridge Financial Services Group Inc. | 915 | $84K | 0.0% | +422.9% | 0.012% | |
10/17/2023 | Avior Wealth Management LLC | 714 | $65K | 0.0% | N/A | 0.009% | |
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10/16/2023 | Leavell Investment Management Inc. | 15,200 | $1.39M | 0.1% | +6.9% | 0.198% | |
10/16/2023 | RFG Advisory LLC | 5,914 | $541K | 0.0% | -90.3% | 0.077% | |
10/13/2023 | Global Retirement Partners LLC | 9,369 | $831K | 0.0% | -55.8% | 0.122% | |
10/13/2023 | Arkadios Wealth Advisors | 51,306 | $4.69M | 0.4% | +7.2% | 0.667% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 4,064 | $371K | 0.0% | -3.9% | 0.053% | |
10/11/2023 | Atlas Private Wealth Advisors | 5,298 | $484K | 0.1% | -39.0% | 0.069% | |
10/10/2023 | Arden Trust Co | 120,845 | $11.05M | 1.8% | N/A | 1.571% | |
10/10/2023 | Systelligence LLC | 105,266 | $9.62M | 2.7% | -62.0% | 1.369% | |
9/7/2023 | Strategic Financial Concepts LLC | 4,614 | $440K | 0.2% | +2.4% | 0.060% | |
8/11/2023 | Ally Invest Advisors Inc. | 4,057 | $387K | 0.0% | +11.1% | 0.053% | |