5/2/2024 | Hanlon Investment Management Inc. | 6,547 | $343K | 0.1% | N/A | 0.012% | |
5/1/2024 | Janney Montgomery Scott LLC | 697,269 | $36.58M | 0.1% | N/A | 1.261% | |
5/1/2024 | Blue Trust Inc. | 88,177 | $4.63M | 0.1% | N/A | 0.159% | |
5/1/2024 | Centric Wealth Management | 43,215 | $2.24M | 0.7% | N/A | 0.078% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 206,241 | $10.82M | 0.7% | +194.9% | 0.373% | |
5/1/2024 | Retirement Group LLC | 565 | $30K | 0.0% | +927.3% | 0.001% | |
|
5/1/2024 | Diversify Advisory Services LLC | 9,715 | $506K | 0.0% | N/A | 0.018% | |
4/30/2024 | Private Advisor Group LLC | 97,461 | $5.11M | 0.0% | +24.8% | 0.176% | |
4/30/2024 | J.W. Cole Advisors Inc. | 5,775 | $301K | 0.0% | -35.5% | 0.010% | |
4/30/2024 | True Vision MN LLC | 35,929 | $1.86M | 1.3% | N/A | 0.065% | |
4/30/2024 | Perigon Wealth Management LLC | 68,242 | $3.58M | 0.1% | N/A | 0.123% | |
4/30/2024 | Mayflower Financial Advisors LLC | 24,484 | $1.28M | 0.1% | N/A | 0.044% | |
4/29/2024 | Commonwealth Equity Services LLC | 453,765 | $23.81M | 0.0% | +5,464.9% | 0.821% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 1,065 | $56K | 0.0% | N/A | 0.002% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 24,747 | $1.28M | 0.2% | N/A | 0.045% | |
4/26/2024 | RCS Financial Planning LLC | 6,780 | $356K | 0.2% | N/A | 0.012% | |
4/26/2024 | YHB Investment Advisors Inc. | 480 | $25K | 0.0% | N/A | 0.001% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 193,616 | $10.16M | 0.7% | N/A | 0.350% | |
4/26/2024 | Clear Creek Financial Management LLC | 5,609 | $294K | 0.0% | N/A | 0.010% | |
4/25/2024 | Q3 Asset Management | 77,980 | $4.09M | 1.2% | N/A | 0.141% | |
4/25/2024 | TRUE Private Wealth Advisors | 13,307 | $698K | 0.1% | N/A | 0.024% | |
4/25/2024 | TNF LLC | 20,158 | $1.05M | 0.4% | N/A | 0.036% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 100,307 | $5.26M | 0.0% | +1,359.2% | 0.181% | |
4/24/2024 | Simplicity Wealth LLC | 28,430 | $1.49M | 0.0% | N/A | 0.051% | |
4/24/2024 | LHM Inc. | 86,377 | $4.53M | 3.4% | N/A | 0.156% | |
4/23/2024 | Global Retirement Partners LLC | 11,155 | $585K | 0.0% | N/A | 0.020% | |
4/23/2024 | Twin Peaks Wealth Advisors LLC | 7,712 | $405K | 0.2% | N/A | 0.014% | |
4/23/2024 | Canvas Wealth Advisors LLC | 7,932 | $410K | 0.1% | N/A | 0.014% | |
4/23/2024 | Masso Torrence Wealth Management Inc. | 62,807 | $3.30M | 2.0% | +20.0% | 0.114% | |
4/23/2024 | Strategic Blueprint LLC | 83,545 | $4.38M | 0.3% | N/A | 0.151% | |
4/23/2024 | Sutton Place Investors LLC | 9,109 | $478K | 0.2% | N/A | 0.016% | |
4/22/2024 | Financial Management Network Inc. | 40,828 | $2.13M | 0.5% | N/A | 0.074% | |
4/22/2024 | Bay Harbor Wealth Management LLC | 47,634 | $2.50M | 0.9% | N/A | 0.086% | |
4/22/2024 | Horst & Graben Wealth Management LLC | 192,641 | $10.11M | 2.1% | N/A | 0.348% | |
4/20/2024 | KWB Wealth | 23,160 | $1.22M | 0.2% | N/A | 0.042% | |
4/18/2024 | Silverlake Wealth Management LLC | 8,584 | $450K | 0.2% | N/A | 0.016% | |
4/18/2024 | Panoramic Investment Advisors LLC | 4,100 | $215K | 0.2% | N/A | 0.007% | |
4/18/2024 | Park Place Capital Corp | 5,415 | $284K | 0.1% | +418.2% | 0.010% | |
4/18/2024 | Claro Advisors LLC | 35,363 | $1.86M | 0.3% | +74.0% | 0.064% | |
4/18/2024 | Cobblestone Asset Management LLC | 43,478 | $2.28M | 1.5% | N/A | 0.079% | |
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4/18/2024 | HFG Advisors Inc. | 4,116 | $216K | 0.2% | N/A | 0.007% | |
4/18/2024 | Financial Life Advisors | 10,394 | $545K | 0.2% | N/A | 0.019% | |
4/18/2024 | Pettinga Financial Advisors LLC | 29,396 | $1.54M | 0.4% | N/A | 0.053% | |
4/18/2024 | SteelPeak Wealth LLC | 97,815 | $5.13M | 0.3% | N/A | 0.177% | |
4/16/2024 | OneAscent Wealth Management LLC | 20,442 | $1.07M | 0.4% | +72.7% | 0.802% | |
4/16/2024 | Firethorn Wealth Partners LLC | 13,227 | $694K | 0.4% | N/A | 0.519% | |
4/16/2024 | Tsfg LLC | 20,052 | $1.05M | 0.3% | N/A | 0.786% | |
4/16/2024 | Cypress Wealth Services LLC | 35,198 | $1.85M | 0.4% | N/A | 1.380% | |
4/16/2024 | Advocacy Wealth Management Services LLC | 359,088 | $18.84M | 1.6% | N/A | 14.082% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 9,643 | $506K | 0.0% | +17.6% | 0.378% | |
4/15/2024 | Sunbelt Securities Inc. | 600 | $31K | 0.0% | N/A | 0.024% | |
4/15/2024 | Brookstone Capital Management | 99,403 | $5.22M | 0.1% | +515.5% | 3.898% | |
4/15/2024 | Ehrlich Financial Group | 29,991 | $1.57M | 1.3% | N/A | 1.176% | |
4/13/2024 | Hoxton Planning & Management LLC | 21,063 | $1.11M | 0.5% | N/A | 0.826% | |
4/13/2024 | Priebe Wealth Holdings LLC | 162,790 | $8.54M | 6.7% | +2.2% | 6.384% | |
4/13/2024 | Evanson Asset Management LLC | 4,447 | $233K | 0.0% | N/A | 0.174% | |
4/12/2024 | Austin Private Wealth LLC | 98,363 | $5.13M | 0.6% | N/A | 3.857% | |
4/12/2024 | CGN Advisors LLC | 335,648 | $17.61M | 2.2% | N/A | 13.163% | |
4/12/2024 | AdvisorNet Financial Inc | 5,098 | $267K | 0.0% | N/A | 0.200% | |
4/11/2024 | Security Financial Services INC. | 119,553 | $6.27M | 1.4% | N/A | 4.688% | |
4/11/2024 | RDA Financial Network | 13,293 | $697K | 0.2% | N/A | 0.521% | |
4/11/2024 | ONE Advisory Partners LLC | 61,975 | $3.25M | 1.6% | N/A | 2.430% | |
4/11/2024 | Buttonwood Financial Group LLC | 45,737 | $2.40M | 1.4% | N/A | 1.794% | |
4/11/2024 | RFG Advisory LLC | 31,783 | $1.67M | 0.1% | N/A | 1.246% | |
4/10/2024 | CVA Family Office LLC | 33,845 | $1.78M | 0.3% | +29.2% | 1.327% | |
4/10/2024 | Park Avenue Securities LLC | 947,687 | $49.72M | 0.6% | +2,157.2% | 37.164% | |
4/10/2024 | Signal Advisors Wealth LLC | 11,526 | $605K | 0.2% | N/A | 0.452% | |
4/10/2024 | Clearview Wealth Advisors LLC | 9,717 | $510K | 0.5% | N/A | 0.381% | |
4/5/2024 | CWM LLC | 1,667,755 | $87.49M | 1.1% | +33,255.1% | 65.402% | |
4/3/2024 | Arden Trust Co | 371,974 | $19.51M | 2.7% | N/A | 14.587% | |
4/1/2024 | Global Wealth Strategies & Associates | 750 | $39K | 0.0% | N/A | 0.029% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 13,726 | $717K | 0.0% | +148.7% | 0.538% | |
2/12/2024 | Bush Investment Group LLC | 3,830 | $201K | 0.2% | N/A | 0.150% | |
2/12/2024 | Beta Wealth Group Inc. | 54,487 | $2.85M | 1.5% | +2.4% | 2.137% | |
2/12/2024 | Cape Investment Advisory Inc. | 2,600 | $136K | 0.1% | N/A | 0.102% | |
2/12/2024 | Glassman Wealth Services | 1,940 | $101K | 0.0% | N/A | 0.076% | |
2/9/2024 | TBH Global Asset Management LLC | 23,777 | $1.24M | 0.3% | +14.0% | 0.932% | |
2/9/2024 | BlackDiamond Wealth Management LLC | 5,937 | $310K | 0.2% | N/A | 0.233% | |
2/9/2024 | UBS Group AG | 165,778 | $8.67M | 0.0% | N/A | 6.501% | |
2/8/2024 | Foundations Investment Advisors LLC | 157,493 | $8.28M | 0.2% | N/A | 6.176% | |
2/8/2024 | Quotient Wealth Partners LLC | 2,502,437 | $130.80M | 5.1% | N/A | 98.135% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 91,123 | $4.76M | 0.0% | N/A | 3.573% | |
2/7/2024 | Invst LLC | 45,569 | $2.39M | 0.3% | N/A | 1.787% | |
2/7/2024 | Royal Capital Wealth Management LLC | 25,960 | $1.36M | 1.2% | +188.4% | 1.018% | |
2/7/2024 | Wharton Business Group LLC | 598,005 | $31.26M | 1.6% | +0.7% | 23.451% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 69,942 | $3.66M | 0.3% | N/A | 2.743% | |
2/6/2024 | Family Asset Management LLC | 14,286 | $747K | 0.5% | N/A | 0.560% | |
2/6/2024 | Apollon Wealth Management LLC | 4,050 | $212K | 0.0% | N/A | 0.159% | |
2/6/2024 | Lincoln National Corp | 9,716 | $508K | 0.0% | N/A | 0.381% | |
2/6/2024 | Private Advisor Group LLC | 78,099 | $4.08M | 0.0% | N/A | 3.063% | |
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Elon Musk just tested a new type of A.I. that according to Wired Magazine will usher in…
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2/6/2024 | Wealthcare Advisory Partners LLC | 8,202 | $429K | 0.0% | N/A | 0.322% | |
2/6/2024 | Eldridge Investment Advisors Inc. | 3,900 | $204K | 0.1% | N/A | 0.153% | |
2/5/2024 | Kestra Private Wealth Services LLC | 7,494 | $392K | 0.0% | +16.9% | 0.294% | |
2/5/2024 | Magnus Financial Group LLC | 4,397 | $230K | 0.0% | N/A | 0.172% | |
2/2/2024 | Atria Wealth Solutions Inc. | 4,562 | $238K | 0.0% | N/A | 0.179% | |
2/1/2024 | Masso Torrence Wealth Management Inc. | 52,347 | $2.74M | 1.9% | N/A | 2.053% | |
2/1/2024 | Emory University | 291,458 | $15.24M | 9.4% | N/A | 11.430% | |
1/31/2024 | J.W. Cole Advisors Inc. | 8,956 | $468K | 0.0% | N/A | 0.351% | |
1/30/2024 | Allen Capital Group LLC | 4,080 | $213K | 0.0% | N/A | 0.160% | |
1/26/2024 | Priebe Wealth Holdings LLC | 159,247 | $8.32M | 6.8% | N/A | 6.245% | |