7/26/2024 | WealthShield Partners LLC | 1,317 | $46K | 0.0% | +29.5% | 0.005% | |
7/26/2024 | Harbour Investments Inc. | 19,568 | $678K | 0.0% | +6.2% | 0.069% | |
7/26/2024 | Smith Shellnut Wilson LLC ADV | 15,400 | $534K | 0.3% | N/A | 0.054% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 39,115 | $1.36M | 0.2% | +7.5% | 0.137% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 246,235 | $8.53M | 0.0% | +23.0% | 0.863% | |
7/26/2024 | My Personal CFO LLC | 8,553 | $296K | 0.2% | -4.2% | 0.030% | |
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7/26/2024 | Signature Estate & Investment Advisors LLC | 9,469 | $328K | 0.0% | N/A | 0.033% | |
7/24/2024 | Cornerstone Wealth Group LLC | 32,320 | $1.12M | 0.1% | +12.6% | 0.113% | |
7/23/2024 | Macroview Investment Management LLC | 741 | $26K | 0.0% | N/A | 0.003% | |
7/22/2024 | Atria Wealth Solutions Inc. | 69,612 | $2.41M | 0.0% | +191.6% | 0.244% | |
7/22/2024 | Legacy CG LLC | 370,122 | $12.83M | 4.4% | N/A | 1.297% | |
7/22/2024 | Focus Financial Network Inc. | 20,523 | $719K | 0.0% | +6.4% | 0.072% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 306,874 | $10.64M | 0.0% | +100.2% | 1.076% | |
7/20/2024 | Milestone Asset Management LLC | 12,346 | $428K | 0.1% | -7.5% | 0.043% | |
7/19/2024 | Clay Northam Wealth Management LLC | 14,015 | $486K | 0.4% | +4.9% | 0.049% | |
7/19/2024 | KFG Wealth Management LLC | 153,291 | $5.31M | 2.1% | +44.3% | 0.537% | |
7/19/2024 | Raymond James & Associates | 53,923 | $1.87M | 0.0% | +309.5% | 0.189% | |
7/19/2024 | MBL Wealth LLC | 10,785 | $374K | 0.0% | N/A | 0.038% | |
7/18/2024 | Brookstone Capital Management | 1,145,167 | $40.12M | 0.7% | +1,528.0% | 4.014% | |
7/18/2024 | Outlook Wealth Advisors LLC | 27,434 | $951K | 0.3% | -78.8% | 0.096% | |
7/18/2024 | Miracle Mile Advisors LLC | 625,841 | $21.69M | 0.5% | -48.1% | 2.194% | |
7/18/2024 | Fiduciary Financial Group LLC | 8,288 | $292K | 0.1% | N/A | 0.029% | |
7/17/2024 | Cypress Financial Planning LLC | 8,956 | $310K | 0.1% | N/A | 0.031% | |
7/17/2024 | AdvisorNet Financial Inc | 47,324 | $1.64M | 0.1% | +172.1% | 0.166% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 7,850 | $272K | 0.0% | N/A | 0.028% | |
7/16/2024 | BCS Wealth Management | 53,016 | $1.84M | 0.9% | +65.8% | 0.186% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 895,929 | $31.05M | 0.1% | +1,007.7% | 3.140% | |
7/16/2024 | AA Financial Advisors LLC | 194,697 | $6.75M | 2.4% | +1.7% | 0.682% | |
7/16/2024 | Maia Wealth LLC | 6,327 | $222K | 0.1% | N/A | 0.022% | |
7/15/2024 | Diligent Investors LLC | 82,303 | $2.85M | 0.7% | +83.3% | 0.288% | |
7/15/2024 | RFG Advisory LLC | 55,993 | $1.94M | 0.1% | +43.3% | 0.196% | |
7/13/2024 | Keystone Wealth Services LLC | 10,228 | $355K | 0.1% | N/A | 0.036% | |
7/12/2024 | Maltin Wealth Management Inc. | 54,405 | $1.89M | 1.0% | N/A | 0.191% | |
7/12/2024 | Southland Equity Partners LLC | 228,345 | $7.91M | 2.3% | +27.5% | 0.800% | |
7/12/2024 | City Holding Co. | 46,422 | $1.61M | 0.2% | +8.7% | 0.163% | |
7/12/2024 | CRA Financial Services LLC | 67,214 | $2.33M | 0.5% | +617.7% | 0.236% | |
7/12/2024 | DHJJ Financial Advisors Ltd. | 38,228 | $1.33M | 0.6% | +10.8% | 0.134% | |
7/11/2024 | U.S. Capital Wealth Advisors LLC | 11,194 | $388K | 0.0% | +45.4% | 0.039% | |
7/10/2024 | NovaPoint Capital LLC | 66,461 | $2.30M | 0.8% | +1.0% | 0.233% | |
7/8/2024 | Sugarloaf Wealth Management LLC | 30,354 | $1.05M | 0.2% | +10.9% | 0.106% | |
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7/5/2024 | HBW Advisory Services LLC | 94,488 | $3.28M | 0.5% | N/A | 0.331% | |
6/21/2024 | Cape Investment Advisory Inc. | 3,465 | $116K | 0.1% | -28.8% | 0.012% | |
5/30/2024 | Motiv8 Investments LLC | 226,577 | $7.61M | 5.9% | +34.8% | 0.794% | |
5/24/2024 | Cetera Advisors LLC | 83,480 | $2.80M | 0.0% | -18.9% | 0.293% | |
5/24/2024 | Cetera Investment Advisers | 202,041 | $6.79M | 0.0% | +464.2% | 0.708% | |
5/23/2024 | FSA Advisors Inc. | 24,346 | $818K | 0.9% | +27.6% | 0.085% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 17,631 | $540K | 0.0% | +47.1% | 0.062% | |
5/16/2024 | WPWealth LLP | 43,349 | $1.46M | 0.4% | +47.7% | 0.152% | |
5/14/2024 | JT Stratford LLC | 14,024 | $471K | 0.1% | N/A | 0.051% | |
5/14/2024 | CreativeOne Wealth LLC | 18,589 | $624K | 0.0% | +72.6% | 0.068% | |
5/14/2024 | InterOcean Capital Group LLC | 11,800 | $396K | 0.0% | -25.8% | 0.043% | |
5/10/2024 | Osaic Holdings Inc. | 370,101 | $12.43M | 0.0% | +3.6% | 1.356% | |
5/10/2024 | Alera Investment Advisors LLC | 15,430 | $518K | 0.1% | -15.8% | 0.057% | |
5/9/2024 | Corrado Advisors LLC | 62,251 | $2.09M | 1.4% | +116.4% | 0.228% | |
5/9/2024 | Blair William & Co. IL | 115,306 | $3.87M | 0.0% | +2.7% | 0.422% | |
5/9/2024 | SageView Advisory Group LLC | 304,177 | $10.22M | 0.5% | +137.3% | 1.114% | |
5/8/2024 | Avantax Advisory Services Inc. | 23,945 | $804K | 0.0% | -7.1% | 0.088% | |
5/7/2024 | Bedel Financial Consulting Inc. | 242,956 | $8.16M | 1.3% | -3.0% | 0.890% | |
5/7/2024 | BCGM Wealth Management LLC | 11,309 | $380K | 0.1% | +28.8% | 0.041% | |
5/6/2024 | Gill Capital Partners LLC | 170,142 | $5.60M | 2.3% | +207.4% | 0.623% | |
5/6/2024 | Advisory Alpha LLC | 12,365 | $415K | 0.0% | -10.7% | 0.045% | |
5/4/2024 | Csenge Advisory Group | 7,504 | $252K | 0.0% | N/A | 0.027% | |
5/2/2024 | Lincoln National Corp | 109,113 | $3.67M | 0.1% | -12.1% | 0.400% | |
5/1/2024 | Janney Montgomery Scott LLC | 164,578 | $5.53M | 0.0% | -6.3% | 0.603% | |
5/1/2024 | Lineweaver Wealth Advisors LLC | 27,972 | $940K | 0.2% | -13.1% | 0.102% | |
4/30/2024 | Strategic Wealth Partners Group LLC | 233,206 | $7.83M | 0.9% | +138.2% | 0.854% | |
4/29/2024 | Commonwealth Equity Services LLC | 496,473 | $16.68M | 0.0% | -17.3% | 1.819% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 7,876 | $265K | 0.0% | -49.8% | 0.029% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 200,229 | $6.73M | 0.0% | -8.1% | 0.823% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 27,462 | $922K | 0.2% | -2.2% | 0.113% | |
4/24/2024 | Spire Wealth Management | 32,543 | $1.09M | 0.0% | -16.8% | 0.134% | |
4/23/2024 | Milestone Asset Management LLC | 13,350 | $448K | 0.1% | -29.7% | 0.055% | |
4/23/2024 | Strategic Blueprint LLC | 54,375 | $1.83M | 0.1% | -1.4% | 0.223% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 153,321 | $5.15M | 0.0% | +11.5% | 0.630% | |
4/22/2024 | Outlook Wealth Advisors LLC | 129,247 | $4.34M | 1.3% | N/A | 0.531% | |
4/19/2024 | Lake Street Private Wealth LLC | 70,502 | $2.37M | 0.3% | -1.3% | 0.290% | |
4/19/2024 | KFG Wealth Management LLC | 106,197 | $3.57M | 1.5% | +6.4% | 0.436% | |
4/18/2024 | Miracle Mile Advisors LLC | 1,205,481 | $40.49M | 1.0% | -18.0% | 4.955% | |
4/17/2024 | Cornerstone Wealth Group LLC | 28,708 | $964K | 0.1% | N/A | 0.118% | |
4/17/2024 | Atticus Wealth Management LLC | 20,013 | $672K | 0.2% | +19.4% | 0.082% | |
4/17/2024 | CRA Financial Services LLC | 9,365 | $315K | 0.1% | -7.4% | 0.038% | |
4/16/2024 | Transform Wealth LLC | 7,966 | $268K | 0.0% | -97.2% | 0.033% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 80,881 | $2.72M | 0.0% | -30.5% | 0.332% | |
4/15/2024 | Brookstone Capital Management | 70,343 | $2.36M | 0.0% | -41.5% | 0.289% | |
4/12/2024 | Southland Equity Partners LLC | 179,061 | $6.02M | 1.7% | +2.5% | 0.736% | |
4/12/2024 | Lloyd Advisory Services LLC. | 40,179 | $1.44M | 0.3% | N/A | 0.165% | |
4/12/2024 | AdvisorNet Financial Inc | 17,393 | $584K | 0.1% | +7.2% | 0.071% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 34,508 | $1.16M | 0.5% | -38.5% | 0.142% | |
4/11/2024 | RFG Advisory LLC | 39,063 | $1.31M | 0.0% | +482.9% | 0.183% | |
4/10/2024 | BCS Wealth Management | 31,972 | $1.07M | 0.3% | -44.5% | 0.150% | |
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3/15/2024 | B. Riley Wealth Advisors Inc. | 11,982 | $392K | 0.0% | -32.0% | 0.056% | |
3/6/2024 | SageView Advisory Group LLC | 128,203 | $4.24M | 0.1% | +21.0% | 0.600% | |
2/26/2024 | Centaurus Financial Inc. | 59,617 | $1.95M | 0.1% | -2.1% | 0.279% | |
2/23/2024 | Chicago Partners Investment Group LLC | 8,173 | $270K | 0.0% | -12.1% | 0.038% | |
2/16/2024 | SageView Advisory Group LLC | 128,203 | $4.24M | 0.1% | +21.0% | 0.600% | |
2/12/2024 | Schulz Wealth LTD. | 15,515 | $507K | 0.5% | N/A | 0.073% | |
2/12/2024 | Focus Financial Network Inc. ADV | 9,766 | $319K | 0.0% | N/A | 0.046% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 18,406 | $602K | 0.1% | -2.5% | 0.086% | |
2/9/2024 | SageView Advisory Group LLC | 128,203 | $4.24M | 0.1% | +21.0% | 0.600% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 217,782 | $7.12M | 0.0% | -14.8% | 1.020% | |