4/23/2024 | Global Retirement Partners LLC | 7,918 | $315K | 0.0% | -12.9% | 0.004% | |
4/23/2024 | Swisher Financial Concepts Inc. | 12,073 | $468K | 0.4% | -7.6% | 0.006% | |
4/23/2024 | Venturi Wealth Management LLC | 2,094 | $83K | 0.0% | +20.3% | 0.001% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 51,340 | $2.04M | 0.2% | +10.4% | 0.027% | |
4/23/2024 | Warner Financial Inc. | 7,641 | $304K | 0.2% | N/A | 0.004% | |
4/23/2024 | Clarus Group Inc. | 193,857 | $7.72M | 5.4% | -2.5% | 0.100% | |
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4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,252,698 | $49.87M | 0.1% | +1.4% | 0.649% | |
4/22/2024 | Vishria Bird Financial Group LLC | 314,632 | $12.53M | 5.4% | -0.4% | 0.163% | |
4/22/2024 | PFG Investments LLC | 14,711 | $586K | 0.0% | N/A | 0.008% | |
4/22/2024 | Raymond James & Associates | 521,070 | $20.74M | 0.0% | +4.8% | 0.270% | |
4/22/2024 | American Institute for Advanced Investment Management LLP | 43,969 | $1.75M | 1.4% | +0.7% | 0.023% | |
4/22/2024 | Strategic Advisors LLC | 45,432 | $1.81M | 0.4% | -8.4% | 0.024% | |
4/20/2024 | KWB Wealth | 51,368 | $2.05M | 0.3% | -0.9% | 0.027% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 13,828 | $550K | 0.0% | N/A | 0.007% | |
4/19/2024 | GenTrust LLC | 1,376,700 | $54.81M | 3.4% | +11.2% | 0.713% | |
4/19/2024 | Accel Wealth Management | 17,407 | $693K | 0.3% | -5.0% | 0.009% | |
4/19/2024 | Advisor Resource Council | 28,094 | $1.12M | 0.5% | -81.3% | 0.015% | |
4/19/2024 | Financial Sense Advisors Inc. | 7,373 | $294K | 0.1% | N/A | 0.004% | |
4/19/2024 | Arvest Investments Inc. | 46,189 | $1.84M | 0.3% | -7.6% | 0.024% | |
4/19/2024 | Evolution Wealth Advisors LLC | 781,156 | $31.10M | 6.0% | +0.2% | 0.405% | |
4/18/2024 | Sharkey Howes & Javer | 243,968 | $9.71M | 1.6% | -7.2% | 0.126% | |
4/18/2024 | Capital Advisors Ltd. LLC | 34,108 | $1.36M | 0.2% | +25.6% | 0.018% | |
4/18/2024 | Synergy Asset Management LLC | 91,856 | $3.66M | 0.6% | N/A | 0.048% | |
4/18/2024 | Congress Wealth Management LLC DE | 2,408,055 | $95.87M | 1.7% | -18.5% | 1.248% | |
4/18/2024 | O ROURKE & COMPANY Inc | 30,850 | $1.23M | 0.7% | +13.4% | 0.016% | |
4/18/2024 | MGO Private Wealth LLC | 96,141 | $3.83M | 2.4% | +9.7% | 0.050% | |
4/18/2024 | Fifth Third Securities Inc. | 54,801 | $2.18M | 0.2% | -25.8% | 0.028% | |
4/18/2024 | SteelPeak Wealth LLC | 26,960 | $1.07M | 0.1% | N/A | 0.014% | |
4/17/2024 | Dumont & Blake Investment Advisors LLC | 31,205 | $1.24M | 0.4% | -1.1% | 0.016% | |
4/17/2024 | Richardson Capital Management LLC | 977 | $39K | 0.0% | +422.5% | 0.001% | |
4/16/2024 | Asio Capital LLC | 53,106 | $2.11M | 0.4% | N/A | 0.028% | |
4/16/2024 | Register Financial Advisors LLC | 1,841 | $73K | 0.0% | +82.6% | 0.001% | |
4/16/2024 | Capital Asset Advisory Services LLC | 9,308 | $370K | 0.0% | -6.6% | 0.005% | |
4/16/2024 | Powell Investment Advisors LLC | 41,010 | $1.63M | 0.9% | -28.6% | 0.021% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 46,387 | $1.85M | 0.0% | +6.7% | 0.024% | |
4/15/2024 | Investment Partners Asset Management Inc. | 12,476 | $497K | 0.4% | -3.9% | 0.006% | |
4/15/2024 | Sandbox Financial Partners LLC | 6,051 | $241K | 0.1% | N/A | 0.003% | |
4/15/2024 | WealthCare Investment Partners LLC | 24,703 | $983K | 0.5% | -14.4% | 0.013% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 25,433 | $1.01M | 0.0% | +40.6% | 0.013% | |
4/15/2024 | Key Client Fiduciary Advisors LLC | 21,296 | $848K | 0.5% | +12.6% | 0.011% | |
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4/15/2024 | Brookstone Capital Management | 25,289 | $1.01M | 0.0% | -1.8% | 0.013% | |
4/15/2024 | Elevated Capital Advisors LLC | 9,091 | $362K | 0.1% | -28.0% | 0.005% | |
4/15/2024 | Eagle Wealth Strategies LLC | 11,659 | $461K | 0.4% | -3.9% | 0.006% | |
4/15/2024 | CIC Wealth LLC | 37,686 | $1.50M | 0.4% | -7.5% | 0.020% | |
4/15/2024 | IAM Advisory LLC | 80,583 | $3.21M | 0.9% | +1,205.0% | 0.042% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 29,279 | $1.17M | 0.1% | -4.7% | 0.015% | |
4/12/2024 | Harbor Investment Advisory LLC | 24,463 | $974K | 0.1% | +21.3% | 0.016% | |
4/12/2024 | Systelligence LLC | 124,189 | $4.94M | 1.3% | -10.0% | 0.079% | |
4/11/2024 | Security Financial Services INC. | 34,310 | $1.37M | 0.3% | N/A | 0.022% | |
4/11/2024 | Cooper Financial Group | 381,711 | $15.20M | 2.5% | +11.6% | 0.243% | |
4/11/2024 | International Assets Investment Management LLC | 8,891 | $351K | 0.0% | +4.7% | 0.006% | |
4/11/2024 | &PARTNERS | 30,189 | $1.20M | 0.2% | N/A | 0.019% | |
4/11/2024 | Congress Asset Management Co. MA | 76,739 | $3.06M | 0.0% | -5.6% | 0.049% | |
4/11/2024 | RFG Advisory LLC | 8,298 | $330K | 0.0% | +29.3% | 0.005% | |
4/10/2024 | Park Avenue Securities LLC | 74,165 | $2.95M | 0.0% | -5.7% | 0.047% | |
4/9/2024 | Destiny Wealth Partners LLC | 5,628 | $224K | 0.0% | N/A | 0.004% | |
4/9/2024 | Ferguson Wellman Capital Management Inc. | 12,489 | $497K | 0.0% | -42.2% | 0.008% | |
4/5/2024 | Summit Financial Group Inc. | 57,280 | $2.28M | 0.8% | +5.8% | 0.037% | |
4/5/2024 | NBC Securities Inc. | 19,549 | $778K | 0.1% | +9.7% | 0.012% | |
4/3/2024 | Peoples Bank KS | 4,385 | $175K | 0.1% | -20.4% | 0.003% | |
3/22/2024 | PNC Financial Services Group Inc. | 7,637 | $263K | 0.0% | +38.2% | 0.005% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 93,255 | $3.23M | 0.1% | +2.3% | 0.059% | |
3/6/2024 | Willner & Heller LLC | 12,965 | $447K | 0.5% | N/A | 0.008% | |
3/4/2024 | Congress Asset Management Co. MA | 81,326 | $2.80M | 0.0% | -14.1% | 0.052% | |
3/1/2024 | Creekmur Asset Management LLC | 1,775 | $61K | 0.0% | N/A | 0.001% | |
2/26/2024 | Centaurus Financial Inc. | 127,873 | $4.41M | 0.3% | +577.7% | 0.082% | |
2/21/2024 | Austin Wealth Management LLC | 98,464 | $3.58M | 1.0% | -2.3% | 0.063% | |
2/14/2024 | Chicago Wealth Management Inc. | 165,140 | $5.69M | 3.9% | +6.1% | 0.105% | |
2/14/2024 | Barometer Capital Management Inc. | 24,300 | $837K | 0.3% | -26.0% | 0.016% | |
2/14/2024 | Stamos Capital Partners L.P. | 18,880 | $651K | 0.2% | -44.4% | 0.012% | |
2/14/2024 | Schroder Investment Management Group | 509,278 | $17.55M | 0.0% | +3.4% | 0.325% | |
2/14/2024 | Prudential PLC | 310,060 | $10.69M | 0.1% | -4.2% | 0.198% | |
2/13/2024 | Cetera Advisor Networks LLC | 356,534 | $12.29M | 0.1% | +13.8% | 0.227% | |
2/13/2024 | Oppenheimer & Co. Inc. | 85,015 | $2.93M | 0.1% | +9.8% | 0.054% | |
2/13/2024 | Trademark Financial Management LLC | 21,261 | $733K | 0.5% | N/A | 0.014% | |
2/13/2024 | Tower Research Capital LLC TRC | 1,635 | $56K | 0.0% | -86.3% | 0.001% | |
2/13/2024 | 360 Financial Inc. | 301,267 | $10.38M | 4.6% | -5.0% | 0.192% | |
2/13/2024 | CIBC Private Wealth Group LLC | 2,679,566 | $92.34M | 0.2% | +15.7% | 1.709% | |
2/13/2024 | Laurel Wealth Advisors LLC | 53,148 | $1.83M | 0.3% | +0.9% | 0.034% | |
2/13/2024 | Intrepid Financial Planning Group LLC | 23,279 | $802K | 0.4% | -3.0% | 0.015% | |
2/13/2024 | Stevard LLC | 15,885 | $547K | 0.5% | N/A | 0.010% | |
2/13/2024 | Bard Associates Inc. | 20,395 | $706K | 0.3% | -8.9% | 0.013% | |
2/13/2024 | Ratio Wealth Group | 126,951 | $4.38M | 0.9% | N/A | 0.081% | |
2/12/2024 | Bank of Nova Scotia | 56,150 | $1.93M | 0.0% | -1.6% | 0.036% | |
2/12/2024 | Evoke Wealth LLC | 45,115 | $1.56M | 0.0% | +1.3% | 0.029% | |
2/12/2024 | Laidlaw Wealth Management LLC | 17,268 | $595K | 0.2% | -2.3% | 0.011% | |
2/12/2024 | Journey Advisory Group LLC | 14,294 | $493K | 0.1% | -2.0% | 0.009% | |
2/12/2024 | Focus Financial Network Inc. ADV | 55,943 | $1.94M | 0.1% | N/A | 0.036% | |
2/12/2024 | Stifel Financial Corp | 250,500 | $8.63M | 0.0% | +9.4% | 0.160% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 121,500 | $4.19M | 0.1% | +18.0% | 0.078% | |
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2/12/2024 | Pine Valley Investments Ltd Liability Co | 7,338 | $254K | 0.0% | -33.3% | 0.005% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 46,505 | $1.60M | 0.1% | +2.6% | 0.030% | |
2/9/2024 | Congress Wealth Management LLC DE | 2,956,322 | $101.88M | 1.9% | +18.6% | 1.886% | |
2/9/2024 | Advisory Services Network LLC | 6,445 | $222K | 0.0% | -35.5% | 0.004% | |
2/9/2024 | Orion Portfolio Solutions LLC | 35,430 | $1.20M | 0.0% | +70.6% | 0.023% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 230,916 | $7.96M | 0.0% | +7.9% | 0.147% | |
2/9/2024 | EverSource Wealth Advisors LLC | 14,558 | $502K | 0.0% | -10.3% | 0.009% | |
2/9/2024 | CreativeOne Wealth LLC | 83,370 | $2.87M | 0.2% | -2.5% | 0.053% | |
2/9/2024 | D.A. Davidson & CO. | 17,162 | $591K | 0.0% | -13.7% | 0.011% | |
2/9/2024 | Wells Fargo & Company MN | 2,104,458 | $72.52M | 0.0% | +11.0% | 1.342% | |