4/23/2024 | Nations Financial Group Inc. IA ADV | 33,663 | $1.19M | 0.1% | -2.0% | 0.150% | |
4/23/2024 | Sugarloaf Wealth Management LLC | 7,083 | $251K | 0.0% | -6.2% | 0.032% | |
4/23/2024 | Strategic Blueprint LLC | 33,252 | $1.18M | 0.1% | -15.3% | 0.148% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 228,261 | $8.08M | 0.0% | -2.5% | 1.017% | |
4/22/2024 | Altfest L J & Co. Inc. | 19,521 | $691K | 0.1% | -3.4% | 0.087% | |
4/22/2024 | Outlook Wealth Advisors LLC | 22,504 | $796K | 0.2% | -76.0% | 0.100% | |
|
4/19/2024 | FORVIS Wealth Advisors LLC | 60,849 | $2.15M | 0.1% | -5.4% | 0.271% | |
4/19/2024 | KFG Wealth Management LLC | 125,763 | $4.45M | 1.8% | -3.3% | 0.560% | |
4/16/2024 | Weaver Consulting Group | 25,109 | $888K | 0.3% | -1.6% | 0.112% | |
4/16/2024 | Transform Wealth LLC | 8,333 | $295K | 0.0% | -94.3% | 0.037% | |
4/16/2024 | Maltin Wealth Management Inc. | 37,720 | $1.34M | 0.8% | +8.5% | 0.168% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 180,038 | $6.37M | 0.0% | +6.3% | 0.802% | |
4/15/2024 | Brookstone Capital Management | 1,115,666 | $39.47M | 0.7% | -13.0% | 4.970% | |
4/13/2024 | Retirement Planning Group LLC | 22,766 | $805K | 0.1% | -8.4% | 0.101% | |
4/12/2024 | Keystone Wealth Services LLC | 97,895 | $3.46M | 1.1% | -8.1% | 0.436% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 75,636 | $2.68M | 1.2% | -5.1% | 0.337% | |
4/11/2024 | Optimum Investment Advisors | 2,000 | $71K | 0.0% | -50.0% | 0.009% | |
4/11/2024 | RFG Advisory LLC | 55,096 | $1.95M | 0.1% | +126.3% | 0.300% | |
4/10/2024 | BCS Wealth Management | 58,823 | $2.08M | 0.7% | -8.8% | 0.321% | |
4/10/2024 | Schulz Wealth LTD. | 26,780 | $947K | 0.8% | -3.9% | 0.146% | |
4/2/2024 | McAlister Sweet & Associates Inc. | 60,802 | $2.15M | 1.7% | +17.0% | 0.331% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 7,436 | $248K | 0.0% | -17.7% | 0.041% | |
3/6/2024 | SageView Advisory Group LLC | 911,786 | $30.43M | 1.1% | +3,207.4% | 4.969% | |
2/23/2024 | Chicago Partners Investment Group LLC | 19,588 | $663K | 0.0% | +101.0% | 0.107% | |
2/14/2024 | Cresset Asset Management LLC | 448,496 | $14.97M | 0.1% | -9.7% | 2.444% | |
2/14/2024 | Personal CFO Solutions LLC | 517,873 | $17.28M | 3.0% | -0.5% | 2.822% | |
2/13/2024 | Cetera Advisor Networks LLC | 213,345 | $7.12M | 0.0% | +2.0% | 1.163% | |
2/13/2024 | Belpointe Asset Management LLC | 148,846 | $4.97M | 0.4% | -1.4% | 0.811% | |
2/12/2024 | Schulz Wealth LTD. | 27,865 | $930K | 0.9% | N/A | 0.152% | |
2/12/2024 | Focus Financial Network Inc. ADV | 31,188 | $1.04M | 0.0% | N/A | 0.170% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 260,266 | $8.69M | 0.1% | +1.0% | 1.418% | |
2/12/2024 | Evermay Wealth Management LLC | 49,700 | $1.66M | 0.3% | -29.1% | 0.271% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 34,361 | $1.15M | 0.1% | +23.7% | 0.187% | |
2/9/2024 | Advisory Services Network LLC | 5,761 | $192K | 0.0% | N/A | 0.031% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 254,577 | $8.50M | 0.0% | +6.4% | 1.387% | |
2/9/2024 | InterOcean Capital Group LLC | 390,416 | $13.03M | 0.4% | +4.2% | 2.128% | |
2/9/2024 | Certified Advisory Corp | 22,036 | $735K | 0.1% | +5.2% | 0.120% | |
2/9/2024 | CreativeOne Wealth LLC | 21,864 | $730K | 0.0% | N/A | 0.119% | |
2/8/2024 | Level Four Advisory Services LLC | 22,605 | $754K | 0.0% | -22.5% | 0.123% | |
2/8/2024 | Kingsview Wealth Management LLC | 13,867 | $463K | 0.0% | -8.5% | 0.076% | |
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2/8/2024 | Sound View Wealth Advisors Group LLC | 12,641 | $422K | 0.0% | -9.3% | 0.069% | |
2/8/2024 | Beacon Pointe Advisors LLC | 199,444 | $6.66M | 0.1% | -12.0% | 1.087% | |
2/8/2024 | Foundations Investment Advisors LLC | 22,479 | $764K | 0.0% | -60.7% | 0.123% | |
2/8/2024 | Janney Montgomery Scott LLC | 101,214 | $3.38M | 0.0% | -9.6% | 0.552% | |
2/7/2024 | Avantax Advisory Services Inc. | 40,459 | $1.35M | 0.0% | -25.3% | 0.220% | |
2/7/2024 | Principal Securities Inc. | 13,110 | $437K | 0.0% | N/A | 0.071% | |
2/6/2024 | Valtinson Bruner Financial Planning LLC | 25,090 | $837K | 0.4% | +14.9% | 0.137% | |
2/6/2024 | Lincoln National Corp | 174,849 | $5.84M | 0.1% | +11.0% | 0.953% | |
2/6/2024 | Spire Wealth Management | 16,824 | $567K | 0.0% | -7.2% | 0.092% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 8,747 | $292K | 0.0% | -27.6% | 0.048% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 45,763 | $1.53M | 0.0% | +43.0% | 0.249% | |
2/6/2024 | Commonwealth Equity Services LLC | 1,079,293 | $36.02M | 0.1% | -1.7% | 5.882% | |
2/6/2024 | Orion Capital Management LLC | 40,035 | $1.34M | 0.8% | -6.3% | 0.218% | |
2/5/2024 | Triumph Capital Management | 7,958 | $266K | 0.1% | N/A | 0.043% | |
2/5/2024 | Pillar Wealth Advisors LLC | 66,042 | $2.20M | 1.7% | -0.9% | 0.360% | |
2/5/2024 | Silver Oak Securities Incorporated | 10,450 | $349K | 0.0% | N/A | 0.057% | |
2/2/2024 | Stuart Chaussee & Associates Inc. | 18,935 | $632K | 0.2% | N/A | 0.103% | |
2/2/2024 | Truist Financial Corp | 257,083 | $8.58M | 0.0% | +4.6% | 1.401% | |
2/2/2024 | Atria Wealth Solutions Inc. | 91,121 | $3.04M | 0.0% | -8.4% | 0.497% | |
2/1/2024 | Corrado Advisors LLC | 115,531 | $3.86M | 3.2% | -3.2% | 0.630% | |
2/1/2024 | Capital Investment Advisory Services LLC | 115,302 | $3.85M | 0.4% | +19,442.7% | 0.628% | |
2/1/2024 | Sigma Planning Corp | 43,135 | $1.44M | 0.1% | +17.6% | 0.235% | |
2/1/2024 | CRA Financial Services LLC | 58,541 | $1.95M | 0.5% | -29.8% | 0.319% | |
1/31/2024 | Castle Wealth Management LLC | 17,572 | $586K | 0.4% | +54.3% | 0.096% | |
1/31/2024 | KFG Wealth Management LLC | 130,041 | $4.34M | 2.0% | +64.1% | 0.709% | |
1/31/2024 | Integral Investment Advisors Inc. | 284,063 | $9.48M | 6.0% | -60.8% | 1.548% | |
1/30/2024 | Wealth Alliance | 36,165 | $1.21M | 0.2% | +4.9% | 0.197% | |
1/30/2024 | Capital Analysts LLC | 101,816 | $3.40M | 0.2% | -6.6% | 0.555% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 79,705 | $2.66M | 1.2% | -1.6% | 0.434% | |
1/29/2024 | Outlook Wealth Advisors LLC | 93,618 | $3.12M | 1.1% | +77.4% | 0.510% | |
1/29/2024 | Koshinski Asset Management Inc. | 18,935 | $632K | 0.1% | +51.2% | 0.103% | |
1/29/2024 | Compass Advisory Group LLC | 7,940 | $265K | 0.1% | N/A | 0.043% | |
1/26/2024 | Cerity Partners LLC | 10,500 | $350K | 0.0% | -76.5% | 0.057% | |
1/26/2024 | Soltis Investment Advisors LLC | 20,102 | $671K | 0.1% | -2.9% | 0.110% | |
1/26/2024 | B.O.S.S. Retirement Advisors LLC | 20,157 | $626K | 0.1% | -5.3% | 0.110% | |
1/25/2024 | Strategic Blueprint LLC | 39,242 | $1.31M | 0.1% | -11.0% | 0.214% | |
1/23/2024 | Alera Investment Advisors LLC | 13,227 | $441K | 0.1% | +2.5% | 0.072% | |
1/23/2024 | Advisory Alpha LLC | 114,573 | $3.82M | 0.2% | +0.8% | 0.624% | |
1/23/2024 | Crown Wealth Group LLC | 22,113 | $738K | 0.4% | -15.5% | 0.121% | |
1/23/2024 | Milestone Asset Management LLC | 20,593 | $687K | 0.2% | -63.5% | 0.112% | |
1/23/2024 | Beacon Financial Advisory LLC | 19,288 | $644K | 0.3% | +13.6% | 0.105% | |
1/22/2024 | Ascent Wealth Partners LLC | 500,981 | $16.72M | 2.7% | +4.0% | 2.730% | |
1/22/2024 | Weaver Consulting Group | 25,522 | $852K | 0.3% | +75.1% | 0.139% | |
1/19/2024 | Lineweaver Wealth Advisors LLC | 82,303 | $2.75M | 0.7% | -10.2% | 0.449% | |
1/19/2024 | Worth Financial Advisory Group LLC | 17,045 | $569K | 0.5% | N/A | 0.093% | |
1/19/2024 | B.O.S.S. Retirement Advisors LLC | 20,157 | $626K | 1.9% | -5.3% | 0.110% | |
1/19/2024 | Wagner Wealth Management LLC | 2,000 | $67K | 0.0% | N/A | 0.011% | |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 37,033 | $1.24M | 0.2% | +9.5% | 0.202% | |
1/18/2024 | John W. Brooker & Co. CPAs | 58,946 | $1.97M | 1.1% | N/A | 0.321% | |
1/18/2024 | Yarger Wealth Strategies LLC | 93,015 | $3.10M | 2.5% | -5.9% | 0.507% | |
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1/18/2024 | Parker Financial LLC | 22,483 | $750K | 0.5% | -12.9% | 0.123% | |
1/18/2024 | Maltin Wealth Management Inc. | 34,779 | $1.16M | 0.7% | -1.4% | 0.190% | |
1/18/2024 | Altfest L J & Co. Inc. | 20,217 | $675K | 0.1% | -32.3% | 0.110% | |
1/17/2024 | Pinnacle Wealth Management Group Inc. | 26,410 | $881K | 0.7% | +8.0% | 0.144% | |
1/17/2024 | Keystone Wealth Services LLC | 106,500 | $3.55M | 1.2% | -2.1% | 0.580% | |
1/17/2024 | Atticus Wealth Management LLC | 34,100 | $1.14M | 0.4% | +31.3% | 0.186% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 234,070 | $7.81M | 0.0% | +1.7% | 1.276% | |
1/16/2024 | Raymond James & Associates | 18,311 | $611K | 0.0% | +76.7% | 0.100% | |
1/16/2024 | Retirement Planning Group LLC | 24,849 | $829K | 0.1% | -2.9% | 0.135% | |
1/16/2024 | CoreCap Advisors LLC | 122,057 | $4.07M | 0.3% | -5.8% | 0.665% | |