11/6/2024 | Signature Estate & Investment Advisors LLC | 6,360 | $235K | 0.0% | -16.2% | 0.052% | |
11/6/2024 | Balboa Wealth Partners | 10,951 | $404K | 0.1% | -81.8% | 0.090% | |
11/6/2024 | OneDigital Investment Advisors LLC | 47,293 | $1.74M | 0.0% | +15.0% | 0.388% | |
11/5/2024 | WealthPLAN Partners LLC | 11,356 | $419K | 0.1% | -61.5% | 0.093% | |
11/4/2024 | Sigma Planning Corp | 7,709 | $284K | 0.0% | -24.8% | 0.063% | |
11/1/2024 | Corrado Advisors LLC | 64,923 | $2.39M | 1.5% | -3.7% | 0.532% | |
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10/30/2024 | Beacon Financial Advisory LLC | 7,750 | $286K | 0.1% | -3.7% | 0.064% | |
10/29/2024 | Janney Montgomery Scott LLC | 47,503 | $1.75M | 0.0% | -19.4% | 0.389% | |
10/29/2024 | Chicago Partners Investment Group LLC | 35,553 | $1.32M | 0.0% | -2.1% | 0.291% | |
10/28/2024 | Focus Financial Network Inc. | 22,310 | $823K | 0.0% | -2.8% | 0.183% | |
10/28/2024 | Summit Wealth Partners LLC | 42,262 | $1.56M | 0.3% | -4.3% | 0.346% | |
10/25/2024 | Valmark Advisers Inc. | 21,077 | $777K | 0.0% | -13.4% | 0.173% | |
10/25/2024 | Strategic Blueprint LLC | 59,794 | $2.21M | 0.1% | -14.2% | 0.490% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 28,363 | $1.05M | 0.1% | +4.0% | 0.232% | |
10/24/2024 | FSA Advisors Inc. | 17,564 | $640K | 0.6% | +53.8% | 0.144% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 179,986 | $6.64M | 0.0% | -0.2% | 1.475% | |
10/24/2024 | Arkadios Wealth Advisors | 6,908 | $255K | 0.0% | -8.0% | 0.057% | |
10/23/2024 | Outlook Wealth Advisors LLC | 40,102 | $1.48M | 0.4% | -67.9% | 0.329% | |
10/23/2024 | Dakota Wealth Management | 12,817 | $473K | 0.0% | -74.3% | 0.105% | |
10/22/2024 | McAdam LLC | 208,754 | $7.70M | 0.4% | -1.0% | 1.711% | |
10/22/2024 | Chris Bulman Inc | 318,565 | $11.75M | 8.0% | -4.7% | 2.611% | |
10/22/2024 | Weaver Capital Management LLC | 275,890 | $10.17M | 3.0% | -3.1% | 2.261% | |
10/22/2024 | Sequoia Financial Advisors LLC | 13,190 | $486K | 0.0% | +47.0% | 0.108% | |
10/21/2024 | Foundations Investment Advisors LLC | 12,629 | $466K | 0.0% | -90.3% | 0.104% | |
10/18/2024 | Stratos Wealth Advisors LLC | 120,257 | $4.44M | 0.2% | +2.2% | 0.986% | |
10/11/2024 | Elmwood Wealth Management Inc. | 9,300 | $343K | 0.1% | +12.0% | 0.076% | |
10/10/2024 | CRA Financial Services LLC | 30,655 | $1.13M | 0.2% | +12.9% | 0.251% | |
10/9/2024 | Cypress Wealth Services LLC | 12,822 | $473K | 0.1% | -40.5% | 0.105% | |
10/8/2024 | Gill Capital Partners LLC | 13,577 | $501K | 0.2% | +3.0% | 0.111% | |
10/8/2024 | Brookstone Capital Management | 1,013,420 | $37.37M | 0.6% | +5.5% | 8.307% | |
9/11/2024 | Summit Wealth Partners LLC | 44,160 | $1.57M | 0.3% | +3.5% | 0.362% | |
8/22/2024 | Cetera Investment Advisers | 212,470 | $7.57M | 0.0% | +36.9% | 1.742% | |
8/21/2024 | Advisory Alpha LLC | 152,900 | $5.45M | 0.2% | +191.4% | 1.253% | |
8/21/2024 | Truist Financial Corp | 187,212 | $6.67M | 0.0% | +19.2% | 1.535% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 20,830 | $742K | 0.0% | +16.6% | 0.171% | |
8/16/2024 | NewEdge Advisors LLC | 65,973 | $2.35M | 0.0% | +815.5% | 0.541% | |
8/16/2024 | Straight Path Wealth Management | 6,821 | $243K | 0.1% | N/A | 0.056% | |
8/14/2024 | Clear Point Advisors Inc. | 98,905 | $3.52M | 2.9% | -3.1% | 0.811% | |
8/14/2024 | Bank of Montreal Can | 17,187 | $613K | 0.0% | +2,764.5% | 0.141% | |
8/14/2024 | Beck Capital Management LLC | 13,570 | $483K | 0.1% | -10.7% | 0.111% | |
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8/13/2024 | Garden State Investment Advisory Services LLC | 15,585 | $555K | 0.2% | -13.7% | 0.128% | |
8/13/2024 | AE Wealth Management LLC | 1,363,822 | $48.58M | 0.5% | +3,502.9% | 11.179% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 23,912 | $852K | 0.0% | +5.4% | 0.196% | |
8/12/2024 | Blair William & Co. IL | 153,285 | $5.46M | 0.0% | +16.0% | 1.256% | |
8/10/2024 | Wealth Alliance | 51,787 | $1.85M | 0.2% | +2.8% | 0.424% | |
8/10/2024 | Yarger Wealth Strategies LLC | 120,926 | $4.31M | 2.6% | +44.5% | 0.991% | |
8/9/2024 | WealthPLAN Partners LLC | 29,505 | $1.05M | 0.1% | +179.0% | 0.242% | |
8/8/2024 | Envestnet Asset Management Inc. | 206,425 | $7.35M | 0.0% | +101.7% | 1.692% | |
8/8/2024 | Thoroughbred Financial Services LLC | 29,505 | $1.05M | 0.1% | +7.3% | 0.242% | |
8/8/2024 | CoreCap Advisors LLC | 109,630 | $3.91M | 0.4% | N/A | 0.899% | |
8/8/2024 | WPWealth LLP | 170,631 | $6.08M | 1.5% | N/A | 1.399% | |
8/6/2024 | Chris Bulman Inc | 334,333 | $11.91M | 8.1% | N/A | 2.740% | |
8/6/2024 | Lloyd Advisory Services LLC. | 10,184 | $363K | 0.2% | N/A | 0.083% | |
8/2/2024 | Foundations Investment Advisors LLC | 130,631 | $4.65M | 0.1% | N/A | 1.071% | |
8/2/2024 | Weaver Capital Management LLC | 284,730 | $10.14M | 3.3% | +0.7% | 2.334% | |
8/1/2024 | FSA Advisors Inc. | 11,421 | $407K | 0.4% | +44.1% | 0.094% | |
8/1/2024 | Valmark Advisers Inc. | 24,350 | $867K | 0.0% | +94.9% | 0.200% | |
8/1/2024 | Bellwether Advisors LLC | 128,085 | $4.56M | 1.0% | +18.1% | 1.050% | |
7/31/2024 | Spire Wealth Management | 24,563 | $875K | 0.0% | +45.7% | 0.201% | |
7/31/2024 | Commonwealth Equity Services LLC | 489,033 | $17.42M | 0.0% | -6.7% | 4.008% | |
7/30/2024 | Fort Washington Investment Advisors Inc. OH | 8,800 | $313K | 0.0% | N/A | 0.072% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 35,941 | $1.28M | 0.1% | +80.0% | 0.295% | |
7/29/2024 | Arkadios Wealth Advisors | 7,508 | $267K | 0.0% | N/A | 0.062% | |
7/27/2024 | Strategic Blueprint LLC | 69,668 | $2.48M | 0.2% | +1.6% | 0.571% | |
7/26/2024 | Worth Financial Advisory Group LLC | 10,875 | $387K | 0.3% | N/A | 0.089% | |
7/26/2024 | Harbour Investments Inc. | 27,458 | $978K | 0.0% | +1.7% | 0.225% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 27,265 | $971K | 0.1% | +19.8% | 0.223% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 140,903 | $5.02M | 0.0% | +85.7% | 1.155% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 7,594 | $270K | 0.0% | N/A | 0.062% | |
7/25/2024 | RPS Advisory Solutions LLC | 20,722 | $738K | 0.7% | N/A | 0.170% | |
7/24/2024 | McAdam LLC | 210,956 | $7.51M | 0.5% | -10.9% | 1.729% | |
7/24/2024 | Catalina Capital Group LLC | 43,755 | $1.56M | 0.6% | N/A | 0.359% | |
7/24/2024 | Cornerstone Wealth Group LLC | 32,461 | $1.16M | 0.1% | +62.7% | 0.266% | |
7/22/2024 | Atria Wealth Solutions Inc. | 25,204 | $898K | 0.0% | +243.7% | 0.207% | |
7/22/2024 | Focus Financial Network Inc. | 22,964 | $826K | 0.0% | +17.8% | 0.188% | |
7/22/2024 | Dakota Wealth Management | 49,815 | $1.77M | 0.0% | N/A | 0.408% | |
7/20/2024 | Continuum Advisory LLC | 11,654 | $415K | 0.1% | +14.7% | 0.096% | |
7/19/2024 | KFG Wealth Management LLC | 56,648 | $2.02M | 0.8% | +7.8% | 0.464% | |
7/19/2024 | Raymond James & Associates | 59,076 | $2.10M | 0.0% | N/A | 0.484% | |
7/19/2024 | ARS Wealth Advisors Group LLC | 141,176 | $5.03M | 0.7% | +484.6% | 1.157% | |
7/19/2024 | Berkshire Money Management Inc. | 30,371 | $1.08M | 0.1% | -2.3% | 0.249% | |
7/18/2024 | Brookstone Capital Management | 960,978 | $34.56M | 0.6% | +411.4% | 7.877% | |
7/18/2024 | Outlook Wealth Advisors LLC | 125,066 | $4.46M | 1.4% | +213.3% | 1.025% | |
7/17/2024 | AdvisorNet Financial Inc | 5,084 | $181K | 0.0% | +271.1% | 0.042% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 180,306 | $6.42M | 0.0% | +191.1% | 1.478% | |
7/16/2024 | BCS Wealth Management | 36,261 | $1.29M | 0.6% | +21.4% | 0.297% | |
7/16/2024 | Sequoia Financial Advisors LLC | 8,974 | $320K | 0.0% | +19.0% | 0.074% | |
7/15/2024 | RFG Advisory LLC | 59,660 | $2.13M | 0.1% | +77.0% | 0.489% | |
7/12/2024 | Cypress Wealth Services LLC | 21,542 | $767K | 0.2% | +8.7% | 0.177% | |
7/12/2024 | Southland Equity Partners LLC | 105,429 | $3.76M | 1.1% | +3.0% | 0.864% | |
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7/12/2024 | CRA Financial Services LLC | 27,150 | $967K | 0.2% | +34.4% | 0.223% | |
7/12/2024 | DHJJ Financial Advisors Ltd. | 17,437 | $621K | 0.3% | +15.0% | 0.143% | |
7/11/2024 | U.S. Capital Wealth Advisors LLC | 10,105 | $360K | 0.0% | N/A | 0.083% | |
7/10/2024 | Csenge Advisory Group | 14,070 | $501K | 0.0% | N/A | 0.115% | |
7/10/2024 | Gill Capital Partners LLC | 13,185 | $470K | 0.2% | +7.6% | 0.108% | |
7/10/2024 | Lantz Financial LLC | 6,409 | $228K | 0.1% | N/A | 0.053% | |
7/9/2024 | Fragasso Financial Advisors Inc | 19,194 | $684K | 0.1% | -14.7% | 0.157% | |
5/24/2024 | Cetera Advisors LLC | 61,210 | $2.11M | 0.0% | -12.4% | 0.502% | |
5/24/2024 | Cetera Investment Advisers | 155,245 | $5.36M | 0.0% | +321.4% | 1.273% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 17,857 | $616K | 0.0% | +14.8% | 0.146% | |