5/7/2024 | Bedel Financial Consulting Inc. | 22,263 | $871K | 0.1% | -2.0% | 0.075% | |
5/7/2024 | BCGM Wealth Management LLC | 87,599 | $3.43M | 1.2% | -0.6% | 0.295% | |
5/7/2024 | WealthPLAN Partners LLC | 45,016 | $1.76M | 0.2% | +153.2% | 0.152% | |
5/7/2024 | Pillar Wealth Advisors LLC | 12,168 | $476K | 0.4% | +7.6% | 0.041% | |
5/6/2024 | Gill Capital Partners LLC | 36,982 | $1.43M | 0.6% | +131.5% | 0.125% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 6,189 | $242K | 0.0% | N/A | 0.021% | |
|
5/3/2024 | AA Financial Advisors LLC | 169,860 | $6.64M | 2.7% | +0.8% | 0.572% | |
5/2/2024 | Lincoln National Corp | 760,263 | $29.73M | 0.5% | -3.1% | 2.560% | |
5/2/2024 | Crown Wealth Group LLC | 32,222 | $1.26M | 0.6% | +1.9% | 0.108% | |
5/1/2024 | Janney Montgomery Scott LLC | 475,575 | $18.60M | 0.1% | +18.2% | 1.601% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 1,400 | $55K | 0.0% | N/A | 0.005% | |
5/1/2024 | Lineweaver Wealth Advisors LLC | 29,550 | $1.16M | 0.3% | -4.8% | 0.099% | |
4/30/2024 | J.W. Cole Advisors Inc. | 9,815 | $384K | 0.0% | N/A | 0.033% | |
4/30/2024 | Strategic Wealth Partners Group LLC | 322,311 | $12.61M | 1.4% | +2.1% | 1.085% | |
4/30/2024 | Macroview Investment Management LLC | 1,866 | $73K | 0.1% | N/A | 0.006% | |
4/30/2024 | Madison Wealth Partners Inc | 5,915 | $231K | 0.1% | N/A | 0.020% | |
4/30/2024 | Lakeridge Wealth Management LLC | 24,878 | $973K | 0.6% | N/A | 0.084% | |
4/29/2024 | Commonwealth Equity Services LLC | 1,090,442 | $42.65M | 0.1% | +77.0% | 3.672% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 125,771 | $4.92M | 0.1% | +213.2% | 0.423% | |
4/29/2024 | Castle Wealth Management LLC | 26,390 | $1.03M | 0.5% | +34.3% | 0.089% | |
4/29/2024 | Yarger Wealth Strategies LLC | 42,040 | $1.64M | 1.1% | N/A | 0.142% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 275,891 | $10.79M | 0.0% | +2.7% | 0.914% | |
4/24/2024 | Pinnacle Wealth Management Group Inc. | 17,186 | $672K | 0.5% | +2.4% | 0.057% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 72,688 | $2.84M | 0.6% | -1.5% | 0.241% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 13,975 | $547K | 0.0% | N/A | 0.046% | |
4/23/2024 | Sugarloaf Wealth Management LLC | 41,230 | $1.61M | 0.3% | -4.9% | 0.137% | |
4/23/2024 | Strategic Blueprint LLC | 55,829 | $2.18M | 0.2% | +53.1% | 0.185% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 702,839 | $27.49M | 0.0% | +220.5% | 2.327% | |
4/22/2024 | Legacy CG LLC | 366,965 | $14.35M | 5.2% | N/A | 1.215% | |
4/22/2024 | Outlook Wealth Advisors LLC | 77,733 | $3.04M | 0.9% | N/A | 0.257% | |
4/22/2024 | MBL Wealth LLC | 13,771 | $539K | 0.1% | N/A | 0.046% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 318,011 | $12.44M | 0.3% | +23.7% | 1.053% | |
4/19/2024 | KFG Wealth Management LLC | 40,151 | $1.57M | 0.6% | +80.0% | 0.133% | |
4/17/2024 | Cornerstone Wealth Group LLC | 6,413 | $251K | 0.0% | N/A | 0.021% | |
4/17/2024 | CRA Financial Services LLC | 88,048 | $3.44M | 0.7% | +60.0% | 0.292% | |
4/16/2024 | Weaver Consulting Group | 21,037 | $823K | 0.3% | +145.2% | 0.070% | |
4/16/2024 | Jessup Wealth Management Inc | 38,218 | $1.50M | 0.6% | N/A | 0.127% | |
4/16/2024 | Transform Wealth LLC | 432,186 | $16.90M | 1.6% | N/A | 1.431% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 94,667 | $3.70M | 0.0% | +8.8% | 0.313% | |
4/15/2024 | Brookstone Capital Management | 1,186,831 | $46.42M | 0.8% | +1,088.9% | 3.930% | |
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4/15/2024 | Sunbelt Securities Inc. | 20,592 | $805K | 0.1% | -13.7% | 0.068% | |
4/13/2024 | Parkside Investments LLC | 14,700 | $575K | 0.1% | -2.2% | 0.049% | |
4/12/2024 | Keystone Wealth Services LLC | 23,718 | $928K | 0.3% | -3.9% | 0.079% | |
4/12/2024 | Southland Equity Partners LLC | 468,143 | $18.31M | 5.1% | +0.8% | 1.550% | |
4/12/2024 | Range Financial Group LLC | 501,948 | $19.63M | 10.2% | +6,258.6% | 1.662% | |
4/11/2024 | City Holding Co. | 171,100 | $6.69M | 1.0% | -2.8% | 0.567% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 16,591 | $649K | 0.3% | +3.8% | 0.092% | |
4/11/2024 | O Connor Financial Group LLC | 32,300 | $1.26M | 0.8% | N/A | 0.180% | |
4/11/2024 | RFG Advisory LLC | 43,664 | $1.71M | 0.1% | +385.3% | 0.243% | |
4/10/2024 | BCS Wealth Management | 26,966 | $1.06M | 0.3% | +43.0% | 0.150% | |
4/10/2024 | Schulz Wealth LTD. | 21,135 | $827K | 0.7% | -22.1% | 0.118% | |
4/4/2024 | Advance Capital Management Inc. | 7,239 | $283K | 0.0% | N/A | 0.040% | |
3/6/2024 | SageView Advisory Group LLC | 144,286 | $5.37M | 0.2% | N/A | 0.804% | |
2/26/2024 | Centaurus Financial Inc. | 45,226 | $1.68M | 0.1% | -2.4% | 0.252% | |
2/23/2024 | Chicago Partners Investment Group LLC | 30,700 | $1.16M | 0.1% | +67.0% | 0.171% | |
2/16/2024 | SageView Advisory Group LLC | 144,286 | $5.37M | 0.2% | N/A | 0.804% | |
2/13/2024 | Cetera Advisor Networks LLC | 298,273 | $11.11M | 0.1% | +358.2% | 1.662% | |
2/13/2024 | Per Stirling Capital Management LLC. | 9,311 | $347K | 0.1% | N/A | 0.052% | |
2/13/2024 | Belpointe Asset Management LLC | 23,113 | $861K | 0.1% | -11.7% | 0.129% | |
2/12/2024 | Schulz Wealth LTD. | 27,120 | $1.01M | 1.0% | N/A | 0.151% | |
2/12/2024 | WorthPointe LLC | 25,287 | $942K | 0.5% | +14.1% | 0.141% | |
2/12/2024 | Focus Financial Network Inc. ADV | 29,529 | $1.10M | 0.0% | N/A | 0.165% | |
2/12/2024 | Evermay Wealth Management LLC | 57,703 | $2.15M | 0.4% | +1,077.6% | 0.321% | |
2/9/2024 | Advisory Services Network LLC | 22,614 | $842K | 0.0% | -43.1% | 0.126% | |
2/9/2024 | SageView Advisory Group LLC | 144,286 | $5.37M | 0.2% | N/A | 0.804% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 268,738 | $10.01M | 0.0% | +1.5% | 1.497% | |
2/9/2024 | InterOcean Capital Group LLC | 17,771 | $662K | 0.0% | -21.2% | 0.099% | |
2/9/2024 | CreativeOne Wealth LLC | 14,506 | $540K | 0.0% | N/A | 0.081% | |
2/9/2024 | Coldstream Capital Management Inc. | 9,871 | $368K | 0.0% | N/A | 0.055% | |
2/8/2024 | Main Street Financial Solutions LLC | 14,100 | $525K | 0.1% | -3.4% | 0.079% | |
2/8/2024 | BCGM Wealth Management LLC | 88,137 | $3.28M | 1.3% | +1.5% | 0.491% | |
2/8/2024 | Kingsview Wealth Management LLC | 6,186 | $230K | 0.0% | -20.5% | 0.034% | |
2/8/2024 | Beacon Pointe Advisors LLC | 100,245 | $3.73M | 0.0% | +27.8% | 0.558% | |
2/8/2024 | Foundations Investment Advisors LLC | 7,590 | $288K | 0.0% | N/A | 0.042% | |
2/8/2024 | Janney Montgomery Scott LLC | 402,382 | $14.99M | 0.0% | +496.1% | 2.242% | |
2/7/2024 | Avantax Advisory Services Inc. | 18,870 | $703K | 0.0% | -59.4% | 0.105% | |
2/7/2024 | First City Capital Management Inc. | 30,200 | $1.13M | 0.6% | +18.9% | 0.168% | |
2/7/2024 | Principal Securities Inc. | 2,464 | $92K | 0.0% | N/A | 0.014% | |
2/6/2024 | Lincoln National Corp | 784,755 | $29.22M | 0.5% | +2.5% | 4.372% | |
2/6/2024 | ARS Wealth Advisors Group LLC | 27,706 | $1.03M | 0.2% | N/A | 0.154% | |
2/6/2024 | Axxcess Wealth Management LLC | 34,590 | $1.29M | 0.0% | N/A | 0.193% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 11,017 | $410K | 0.0% | N/A | 0.061% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 40,154 | $1.50M | 0.0% | +111.2% | 0.224% | |
2/6/2024 | SRS Capital Advisors Inc. | 13,538 | $504K | 0.1% | +13.8% | 0.075% | |
2/6/2024 | Commonwealth Equity Services LLC | 616,070 | $22.94M | 0.0% | +5.1% | 3.432% | |
2/6/2024 | Orion Capital Management LLC | 37,044 | $1.38M | 0.8% | +6.5% | 0.206% | |
2/5/2024 | Savant Capital LLC | 9,675 | $360K | 0.0% | -10.2% | 0.054% | |
2/5/2024 | Firestone Capital Management | 11,854 | $441K | 0.1% | -22.7% | 0.066% | |
2/2/2024 | Valmark Advisers Inc. | 11,180 | $416K | 0.0% | +31.7% | 0.062% | |
2/2/2024 | Stuart Chaussee & Associates Inc. | 226,040 | $8.42M | 2.5% | +425.7% | 1.259% | |
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2/2/2024 | Truist Financial Corp | 31,945 | $1.19M | 0.0% | +5.0% | 0.178% | |
2/2/2024 | Bailard Inc. | 5,650 | $210K | 0.0% | N/A | 0.031% | |
2/2/2024 | Atria Wealth Solutions Inc. | 8,539 | $318K | 0.0% | N/A | 0.048% | |
2/1/2024 | Nikulski Financial Inc. | 61,135 | $2.28M | 0.8% | -2.9% | 0.341% | |
2/1/2024 | Sigma Planning Corp | 9,152 | $341K | 0.0% | -71.8% | 0.051% | |
2/1/2024 | CWM LLC | 47,168 | $1.76M | 0.0% | +18.3% | 0.263% | |
2/1/2024 | CRA Financial Services LLC | 55,032 | $2.05M | 0.5% | -18.6% | 0.307% | |
1/31/2024 | Castle Wealth Management LLC | 19,653 | $732K | 0.4% | N/A | 0.109% | |
1/31/2024 | KFG Wealth Management LLC | 22,309 | $831K | 0.4% | -51.8% | 0.124% | |
1/31/2024 | Sterling Financial Planning Inc. | 16,709 | $622K | 0.3% | -2.5% | 0.093% | |