4/23/2024 | Gradient Investments LLC | 33,477 | $1.27M | 0.0% | -97.2% | 0.162% | |
4/23/2024 | McAdam LLC | 93,010 | $3.53M | 0.2% | -1.3% | 0.451% | |
4/23/2024 | Strategic Blueprint LLC | 68,733 | $2.61M | 0.2% | +2.7% | 0.333% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 344,233 | $13.07M | 0.0% | +0.6% | 1.669% | |
4/22/2024 | Altfest L J & Co. Inc. | 13,624 | $517K | 0.1% | -2.6% | 0.066% | |
4/22/2024 | Outlook Wealth Advisors LLC | 29,094 | $1.11M | 0.3% | -87.0% | 0.141% | |
|
4/22/2024 | MBL Wealth LLC | 103,261 | $3.92M | 0.4% | +2.5% | 0.501% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 281,953 | $10.71M | 0.3% | -0.7% | 1.367% | |
4/19/2024 | Lake Street Private Wealth LLC | 33,750 | $1.28M | 0.2% | -4.9% | 0.164% | |
4/18/2024 | Miracle Mile Advisors LLC | 316,551 | $12.02M | 0.3% | -5.2% | 1.534% | |
4/17/2024 | Avalon Capital Management | 8,089 | $307K | 0.1% | -4.7% | 0.039% | |
4/17/2024 | Cornerstone Wealth Group LLC | 8,319 | $316K | 0.0% | N/A | 0.040% | |
4/17/2024 | CRA Financial Services LLC | 52,415 | $1.99M | 0.4% | -6.8% | 0.254% | |
4/16/2024 | Weaver Consulting Group | 121,968 | $4.63M | 1.7% | -1.6% | 0.591% | |
4/16/2024 | Cypress Wealth Services LLC | 30,554 | $1.16M | 0.3% | -14.0% | 0.148% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 740,327 | $28.12M | 0.1% | -1.4% | 3.589% | |
4/15/2024 | Brookstone Capital Management | 184,380 | $7.00M | 0.1% | -83.8% | 0.894% | |
4/13/2024 | Retirement Planning Group LLC | 6,520 | $248K | 0.0% | -9.5% | 0.032% | |
4/12/2024 | Southland Equity Partners LLC | 122,099 | $4.64M | 1.3% | +2.1% | 0.592% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 15,443 | $587K | 0.3% | -6.6% | 0.055% | |
4/11/2024 | RFG Advisory LLC | 40,980 | $1.56M | 0.1% | N/A | 0.145% | |
4/10/2024 | BCS Wealth Management | 37,075 | $1.41M | 0.5% | -6.8% | 0.132% | |
3/6/2024 | SageView Advisory Group LLC | 1,096,635 | $39.69M | 1.4% | +3,204.6% | 3.893% | |
3/4/2024 | Tucker Asset Management LLC | 742 | $27K | 0.0% | N/A | 0.003% | |
2/26/2024 | Centaurus Financial Inc. | 83,075 | $3.01M | 0.2% | -3.9% | 0.295% | |
2/16/2024 | Secured Retirement Advisors LLC | 15,411 | $558K | 0.5% | N/A | 0.055% | |
2/14/2024 | XML Financial LLC | 19,215 | $695K | 0.1% | +3.1% | 0.068% | |
2/13/2024 | Cetera Advisor Networks LLC | 111,896 | $4.05M | 0.0% | -4.6% | 0.397% | |
2/12/2024 | Schulz Wealth LTD. | 14,921 | $540K | 0.5% | N/A | 0.053% | |
2/12/2024 | WorthPointe LLC | 69,121 | $2.50M | 1.3% | -4.7% | 0.245% | |
2/12/2024 | Focus Financial Network Inc. ADV | 31,681 | $1.15M | 0.0% | N/A | 0.112% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 39,023 | $1.41M | 0.0% | -1.1% | 0.139% | |
2/12/2024 | Cape Investment Advisory Inc. | 5,090 | $184K | 0.1% | +169.3% | 0.018% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 15,434 | $559K | 0.1% | -3.5% | 0.055% | |
2/9/2024 | Advisory Services Network LLC | 28,239 | $1.02M | 0.0% | +1.4% | 0.100% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 271,295 | $9.82M | 0.0% | -16.1% | 0.963% | |
2/9/2024 | InterOcean Capital Group LLC | 56,875 | $2.06M | 0.1% | -15.2% | 0.202% | |
2/9/2024 | CreativeOne Wealth LLC | 24,242 | $877K | 0.1% | N/A | 0.086% | |
2/8/2024 | Level Four Advisory Services LLC | 9,260 | $335K | 0.0% | -12.3% | 0.033% | |
2/8/2024 | Beacon Pointe Advisors LLC | 103,546 | $3.75M | 0.0% | -2.1% | 0.368% | |
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2/8/2024 | Janney Montgomery Scott LLC | 151,086 | $5.47M | 0.0% | -2.9% | 0.536% | |
2/7/2024 | Avantax Advisory Services Inc. | 33,356 | $1.21M | 0.0% | -32.0% | 0.118% | |
2/7/2024 | Integrity Financial Corp WA | 3,139 | $114K | 0.1% | -12.0% | 0.011% | |
2/7/2024 | Principal Securities Inc. | 49,131 | $1.78M | 0.1% | N/A | 0.174% | |
2/6/2024 | Lincoln National Corp | 135,648 | $4.91M | 0.1% | +65.6% | 0.482% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 20,935 | $758K | 0.0% | -36.5% | 0.074% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 45,542 | $1.65M | 0.0% | +17.7% | 0.162% | |
2/6/2024 | Commonwealth Equity Services LLC | 682,183 | $24.69M | 0.0% | -2.2% | 2.422% | |
2/5/2024 | Epic Trust Investment Advisors LLC | 6,505 | $235K | 0.3% | N/A | 0.023% | |
2/5/2024 | Silver Oak Securities Incorporated | 23,230 | $841K | 0.1% | -2.8% | 0.082% | |
2/2/2024 | ODonnell Financial Services LLC | 53,980 | $1.95M | 1.0% | -51.9% | 0.192% | |
2/2/2024 | Stuart Chaussee & Associates Inc. | 155,129 | $5.61M | 1.6% | N/A | 0.551% | |
2/2/2024 | Delta Investment Management LLC | 404,917 | $14.65M | 3.6% | -13.6% | 1.437% | |
2/2/2024 | Truist Financial Corp | 119,210 | $4.31M | 0.0% | -0.7% | 0.423% | |
2/2/2024 | Atria Wealth Solutions Inc. | 63,025 | $2.28M | 0.0% | -15.8% | 0.224% | |
2/1/2024 | Corrado Advisors LLC | 28,580 | $1.03M | 0.8% | -1.6% | 0.101% | |
2/1/2024 | Capital Investment Advisory Services LLC | 2,820 | $102K | 0.0% | -27.1% | 0.010% | |
2/1/2024 | Sigma Planning Corp | 41,635 | $1.51M | 0.1% | -35.8% | 0.148% | |
2/1/2024 | CWM LLC | 50,451 | $1.83M | 0.0% | +24.3% | 0.179% | |
2/1/2024 | CRA Financial Services LLC | 56,265 | $2.04M | 0.5% | -21.6% | 0.200% | |
1/31/2024 | KFG Wealth Management LLC | 49,541 | $1.79M | 0.8% | -18.7% | 0.176% | |
1/30/2024 | Macroview Investment Management LLC | 28,446 | $1.03M | 1.2% | -1.7% | 0.101% | |
1/30/2024 | Elmwood Wealth Management Inc. | 71,230 | $2.58M | 1.8% | -56.9% | 0.253% | |
1/29/2024 | Outlook Wealth Advisors LLC | 224,471 | $8.12M | 2.8% | +22.1% | 0.797% | |
1/29/2024 | Koshinski Asset Management Inc. | 31,285 | $1.13M | 0.2% | +58.9% | 0.111% | |
1/29/2024 | Compass Advisory Group LLC | 18,527 | $670K | 0.3% | -95.7% | 0.066% | |
1/26/2024 | Cerity Partners LLC | 9,717 | $352K | 0.0% | -3.2% | 0.034% | |
1/26/2024 | Sequoia Financial Advisors LLC | 7,388 | $267K | 0.0% | -12.8% | 0.026% | |
1/25/2024 | Strategic Blueprint LLC | 66,958 | $2.42M | 0.2% | -2.0% | 0.238% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 63,116 | $2.28M | 0.5% | -0.9% | 0.224% | |
1/24/2024 | Stratos Wealth Advisors LLC | 9,758 | $353K | 0.0% | -16.1% | 0.035% | |
1/24/2024 | Allworth Financial LP | 252,834 | $9.15M | 0.1% | -2.2% | 0.898% | |
1/24/2024 | Arkadios Wealth Advisors | 6,453 | $234K | 0.0% | +7.1% | 0.023% | |
1/23/2024 | Advisory Alpha LLC | 166,529 | $6.03M | 0.3% | +11.4% | 0.591% | |
1/23/2024 | My Personal CFO LLC | 8,815 | $319K | 0.2% | -10.0% | 0.031% | |
1/22/2024 | Zimmermann Investment Management & Planning LLC | 8,479 | $307K | 0.1% | -4.4% | 0.030% | |
1/22/2024 | Weaver Consulting Group | 123,997 | $4.49M | 1.8% | +47.4% | 0.440% | |
1/22/2024 | Miracle Mile Advisors LLC | 333,839 | $12.08M | 0.3% | +201.5% | 1.185% | |
1/19/2024 | AdvisorNet Financial Inc | 18,384 | $665K | 0.1% | -16.4% | 0.065% | |
1/19/2024 | Worth Financial Advisory Group LLC | 5,660 | $205K | 0.2% | N/A | 0.020% | |
1/19/2024 | Wagner Wealth Management LLC | 2,000 | $72K | 0.0% | N/A | 0.007% | |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 33,099 | $1.20M | 0.2% | +12.8% | 0.117% | |
1/18/2024 | Gradient Investments LLC | 1,214,631 | $43.96M | 1.1% | +9.0% | 4.312% | |
1/18/2024 | MBL Wealth LLC | 100,716 | $3.65M | 0.5% | +51.6% | 0.358% | |
1/18/2024 | Caprock Group LLC | 87,754 | $3.18M | 0.2% | -50.4% | 0.312% | |
1/18/2024 | Yarger Wealth Strategies LLC | 11,820 | $428K | 0.3% | +5.1% | 0.042% | |
1/18/2024 | Altfest L J & Co. Inc. | 13,986 | $506K | 0.1% | -15.1% | 0.050% | |
1/16/2024 | HBW Advisory Services LLC | 75,989 | $2.75M | 0.5% | -3.5% | 0.270% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 342,224 | $12.39M | 0.0% | -3.0% | 1.215% | |
1/16/2024 | CoreCap Advisors LLC | 159,433 | $5.77M | 0.4% | +22.0% | 0.566% | |
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1/12/2024 | Global Strategic Investment Solutions LLC | 113,224 | $4.10M | 0.5% | -12.4% | 0.402% | |
1/12/2024 | Avalon Capital Management | 8,486 | $307K | 0.1% | -40.5% | 0.030% | |
1/12/2024 | Cedar Brook Financial Partners LLC | 9,566 | $346K | 0.1% | -20.2% | 0.034% | |
1/11/2024 | Brookstone Capital Management | 1,135,535 | $41.10M | 0.9% | +25.9% | 4.031% | |
1/11/2024 | FORVIS Wealth Advisors LLC | 283,837 | $10.27M | 0.3% | -22.1% | 1.008% | |
1/11/2024 | BCS Wealth Management | 39,781 | $1.44M | 0.5% | -3.2% | 0.141% | |
1/11/2024 | City Holding Co. | 7,520 | $272K | 0.0% | -9.9% | 0.027% | |
1/11/2024 | Diligent Investors LLC | 35,119 | $1.27M | 0.3% | +27.2% | 0.125% | |
1/11/2024 | KMG Fiduciary Partners LLC | 5,939 | $215K | 0.0% | -11.0% | 0.021% | |
1/10/2024 | Range Financial Group LLC | 480,414 | $17.39M | 10.5% | -1.3% | 1.705% | |