5/13/2024 | Atlanta Consulting Group Advisors LLC | 3,185 | $358K | 0.1% | N/A | 0.042% | |
5/9/2024 | ProVise Management Group LLC | 19,396 | $2.18M | 0.2% | +6.8% | 0.255% | |
5/9/2024 | Eagle Bay Advisors LLC | 320 | $36K | 0.0% | N/A | 0.004% | |
5/7/2024 | PFG Advisors | 17,495 | $1.97M | 0.1% | +12.6% | 0.230% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 2,519 | $283K | 0.0% | -9.2% | 0.033% | |
5/4/2024 | 9258 Wealth Management LLC | 2,586 | $291K | 0.0% | N/A | 0.034% | |
|
5/2/2024 | Salomon & Ludwin LLC | 620 | $70K | 0.0% | N/A | 0.008% | |
5/1/2024 | Janney Montgomery Scott LLC | 12,861 | $1.45M | 0.0% | +63.3% | 0.169% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 3,581 | $403K | 0.0% | -80.2% | 0.047% | |
4/29/2024 | Commonwealth Equity Services LLC | 17,950 | $2.02M | 0.0% | +4.4% | 0.236% | |
4/29/2024 | Sierra Capital LLC | 13,099 | $1.47M | 0.2% | +48.2% | 0.172% | |
4/29/2024 | RWA Wealth Partners LLC | 36,591 | $4.11M | 0.1% | -2.5% | 0.481% | |
4/27/2024 | Dougherty Wealth Advisers LLC | 52,059 | $5.85M | 5.2% | -1.4% | 0.685% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 14,898 | $1.68M | 0.0% | +9.1% | 0.196% | |
4/24/2024 | Ackerman Capital Advisors LLC | 9,653 | $1.09M | 0.3% | -16.0% | 0.127% | |
4/23/2024 | Global Retirement Partners LLC | 53,990 | $6.07M | 0.2% | +10.7% | 0.710% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 78,243 | $8.80M | 0.0% | +128.8% | 1.030% | |
4/19/2024 | Capital Wealth Management LLC | 8,258 | $928K | 0.4% | -1.6% | 0.109% | |
4/19/2024 | Advisor Resource Council | 3,681 | $396K | 0.2% | N/A | 0.048% | |
4/15/2024 | Signet Financial Management LLC | 5,568 | $626K | 0.1% | -1.9% | 0.073% | |
4/15/2024 | Sunbelt Securities Inc. | 269 | $30K | 0.0% | +1,394.4% | 0.004% | |
4/11/2024 | RFG Advisory LLC | 5,322 | $598K | 0.0% | N/A | 0.094% | |
4/10/2024 | Bank of New Hampshire | 36,491 | $4.10M | 1.1% | +9.4% | 0.642% | |
4/3/2024 | Strategic Advocates LLC | 98,301 | $11.05M | 4.3% | +1,465.8% | 1.731% | |
2/16/2024 | Studio Investment Management LLC | 14,608 | $1.57M | 0.4% | +61.8% | 0.257% | |
2/14/2024 | Personal CFO Solutions LLC | 30,118 | $3.24M | 0.6% | +3.4% | 0.530% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 35,411 | $3.81M | 0.1% | +8.0% | 0.623% | |
2/9/2024 | ProVise Management Group LLC | 18,168 | $1.96M | 0.2% | +0.9% | 0.320% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 13,653 | $1.47M | 0.0% | +19.1% | 0.240% | |
2/9/2024 | D.A. Davidson & CO. | 8,837 | $951K | 0.0% | -3.7% | 0.156% | |
2/8/2024 | Beacon Pointe Advisors LLC | 5,467 | $588K | 0.0% | -68.3% | 0.096% | |
2/8/2024 | Janney Montgomery Scott LLC | 7,874 | $847K | 0.0% | +16.9% | 0.139% | |
2/7/2024 | Avantax Advisory Services Inc. | 4,286 | $461K | 0.0% | -7.2% | 0.075% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 2,774 | $298K | 0.0% | -9.9% | 0.049% | |
2/7/2024 | Strategic Advocates LLC | 6,278 | $676K | 0.3% | N/A | 0.111% | |
2/7/2024 | Principal Securities Inc. | 695 | $75K | 0.0% | N/A | 0.012% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 18,078 | $1.95M | 0.1% | +15.8% | 0.318% | |
2/6/2024 | Private Advisor Group LLC | 17,928 | $1.93M | 0.0% | +5.3% | 0.316% | |
2/5/2024 | Cannell & Co. | 4,408 | $474K | 0.0% | N/A | 0.078% | |
2/5/2024 | Mather Group LLC. | 2,235 | $241K | 0.0% | N/A | 0.039% | |
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2/5/2024 | Lowery Thomas LLC | 20,292 | $2.18M | 1.9% | +35.6% | 0.357% | |
2/2/2024 | Rodgers & Associates LTD | 2,040 | $220K | 0.0% | -51.3% | 0.036% | |
2/2/2024 | Bank of New Hampshire | 33,367 | $3.59M | 1.0% | +0.9% | 0.587% | |
2/2/2024 | Atria Wealth Solutions Inc. | 4,712 | $507K | 0.0% | -5.9% | 0.083% | |
2/1/2024 | RWA Wealth Partners LLC | 37,538 | $4.04M | 0.1% | -2.6% | 0.661% | |
2/1/2024 | Sigma Planning Corp | 1,990 | $214K | 0.0% | -51.0% | 0.035% | |
1/31/2024 | J.W. Cole Advisors Inc. | 2,570 | $277K | 0.0% | N/A | 0.045% | |
1/30/2024 | Signet Financial Management LLC | 5,676 | $611K | 0.1% | -7.8% | 0.100% | |
1/30/2024 | Sierra Capital LLC | 8,841 | $951K | 0.1% | +56.8% | 0.156% | |
1/29/2024 | Crumly & Associates Inc. | 2,863 | $308K | 0.1% | N/A | 0.050% | |
1/29/2024 | Mosaic Family Wealth Partners LLC | 11,199 | $1.21M | 0.2% | +3.6% | 0.197% | |
1/26/2024 | Soltis Investment Advisors LLC | 44,501 | $4.79M | 0.5% | N/A | 0.783% | |
1/25/2024 | International Assets Investment Management LLC | 74,244 | $7.99M | 0.0% | N/A | 1.307% | |
1/25/2024 | Capital Wealth Management LLC | 8,395 | $903K | 0.5% | -14.5% | 0.148% | |
1/24/2024 | Tritonpoint Wealth LLC | 2,220 | $239K | 0.0% | N/A | 0.039% | |
1/24/2024 | International Assets Investment Management LLC | 74,244 | $7.99M | 0.0% | N/A | 1.307% | |
1/23/2024 | Etfidea LLC | 2,022 | $218K | 0.1% | N/A | 0.036% | |
1/23/2024 | ERTS Wealth Advisors LLC | 4,573 | $492K | 0.1% | -10.4% | 0.081% | |
1/23/2024 | LMG Wealth Partners LLC | 73,957 | $7.96M | 2.2% | -0.8% | 1.302% | |
1/22/2024 | Dougherty Wealth Advisers LLC | 52,816 | $5.68M | 5.2% | +5.8% | 0.930% | |
1/22/2024 | Silverlake Wealth Management LLC | 2,690 | $289K | 0.2% | +6.0% | 0.047% | |
1/19/2024 | PFG Advisors | 15,538 | $1.67M | 0.1% | +3.1% | 0.274% | |
1/19/2024 | Ackerman Capital Advisors LLC | 11,487 | $1.24M | 0.3% | -18.3% | 0.202% | |
1/18/2024 | Global Retirement Partners LLC | 48,757 | $5.05M | 0.2% | +0.4% | 0.858% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 34,194 | $3.68M | 0.0% | +8.1% | 0.602% | |
1/16/2024 | Raymond James & Associates | 27,261 | $2.93M | 0.0% | -2.2% | 0.480% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 3,976 | $428K | 0.0% | N/A | 0.070% | |
12/6/2023 | Citigroup Inc. | 1,571 | $148K | 0.0% | +12.5% | 0.028% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 3,685 | $349K | 0.0% | +9.3% | 0.065% | |
11/30/2023 | Modera Wealth Management LLC | 4,906 | $429K | 0.0% | N/A | 0.086% | |
11/16/2023 | Studio Investment Management LLC | 9,027 | $854K | 0.2% | +190.1% | 0.159% | |
11/13/2023 | Personal CFO Solutions LLC | 29,137 | $2.75M | 0.5% | +2.1% | 0.513% | |
11/13/2023 | Mariner LLC | 109,982 | $10.37M | 0.0% | +34.1% | 1.936% | |
11/13/2023 | LPL Financial LLC | 115,385 | $10.88M | 0.0% | +10.8% | 2.031% | |
11/13/2023 | Envestnet Asset Management Inc. | 81,138 | $7.65M | 0.0% | -8.2% | 1.428% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 3,080 | $290K | 0.0% | N/A | 0.054% | |
11/13/2023 | Kestra Advisory Services LLC | 7,386 | $697K | 0.0% | +7.2% | 0.130% | |
11/9/2023 | UBS Group AG | 38,637 | $3.64M | 0.0% | +1.4% | 0.680% | |
11/8/2023 | Ausdal Financial Partners Inc. | 2,156 | $203K | 0.0% | N/A | 0.038% | |
11/8/2023 | ProVise Management Group LLC | 18,006 | $1.70M | 0.2% | +11.4% | 0.317% | |
11/8/2023 | Janney Montgomery Scott LLC | 6,735 | $635K | 0.0% | N/A | 0.119% | |
11/8/2023 | Milestone Advisory Partners | 3,345 | $315K | 0.2% | +4.3% | 0.059% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 24,257 | $2.29M | 0.0% | -0.5% | 0.427% | |
11/6/2023 | Sigma Planning Corp | 4,059 | $383K | 0.0% | N/A | 0.071% | |
11/6/2023 | Breakwater Capital Group | 2,616 | $235K | 0.1% | -16.4% | 0.046% | |
11/3/2023 | Private Advisor Group LLC | 17,021 | $1.61M | 0.0% | -6.0% | 0.300% | |
10/31/2023 | Capital Wealth Management LLC | 9,823 | $926K | 0.5% | -6.8% | 0.173% | |
10/31/2023 | Fifth Third Bancorp | 1,835 | $173K | 0.0% | -10.4% | 0.032% | |
10/30/2023 | Ackerman Capital Advisors LLC | 14,067 | $1.33M | 0.4% | +8.5% | 0.248% | |
10/27/2023 | SYM FINANCIAL Corp | 1,000 | $94K | 0.0% | N/A | 0.018% | |
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10/25/2023 | Dougherty Wealth Advisers LLC | 49,923 | $4.71M | 5.5% | -1.9% | 0.879% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 31,625 | $2.98M | 0.0% | -9.2% | 0.557% | |
10/24/2023 | Raymond James & Associates | 27,862 | $2.63M | 0.0% | +2.6% | 0.491% | |
10/23/2023 | Commonwealth Equity Services LLC | 18,126 | $1.71M | 0.0% | -2.4% | 0.319% | |
10/18/2023 | Morton Brown Family Wealth LLC | 1,040 | $98K | 0.1% | N/A | 0.018% | |
10/17/2023 | Rodgers & Associates LTD | 4,185 | $395K | 0.1% | +40.7% | 0.074% | |
10/16/2023 | ERTS Wealth Advisors LLC | 5,102 | $481K | 0.1% | -3.8% | 0.090% | |
10/16/2023 | Relyea Zuckerberg Hanson LLC | 2,897 | $273K | 0.1% | -7.9% | 0.051% | |
10/16/2023 | LMG Wealth Partners LLC | 74,565 | $7.03M | 2.1% | +2.5% | 1.313% | |
10/13/2023 | PFG Advisors | 15,078 | $1.42M | 0.1% | +14.1% | 0.265% | |