4/24/2024 | Simplicity Wealth LLC | 120,647 | $11.08M | 0.3% | N/A | 0.262% | |
4/24/2024 | Avitas Wealth Management LLC | 14,179 | $1.30M | 0.2% | +3.4% | 0.031% | |
4/24/2024 | Essex Financial Services Inc. | 13,688 | $1.26M | 0.1% | +41.0% | 0.030% | |
4/23/2024 | Lunt Capital Management Inc. | 28,728 | $2.64M | 1.3% | +7.1% | 0.062% | |
4/23/2024 | Global Retirement Partners LLC | 8,129 | $747K | 0.0% | +46.5% | 0.018% | |
4/23/2024 | Twin Peaks Wealth Advisors LLC | 6,812 | $626K | 0.3% | +19.9% | 0.015% | |
|
4/23/2024 | Nations Financial Group Inc. IA ADV | 53,688 | $4.93M | 0.4% | +3.1% | 0.117% | |
4/23/2024 | Strategic Blueprint LLC | 5,010 | $460K | 0.0% | -8.1% | 0.011% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 305,809 | $28.09M | 0.0% | +9.3% | 0.665% | |
4/22/2024 | Rovin Capital UT ADV | 14,902 | $1.37M | 0.6% | -4.4% | 0.032% | |
4/22/2024 | PFG Investments LLC | 6,017 | $553K | 0.0% | +153.3% | 0.013% | |
4/22/2024 | Raymond James & Associates | 350,783 | $32.22M | 0.0% | +15.7% | 0.763% | |
4/22/2024 | MBL Wealth LLC | 4,679 | $430K | 0.0% | +16.6% | 0.010% | |
4/22/2024 | Beacon Financial Planning Inc. | 24,720 | $2.27M | 1.6% | -2.5% | 0.054% | |
4/22/2024 | Edge Financial Advisors LLC | 12,887 | $1.17M | 1.0% | N/A | 0.028% | |
4/22/2024 | Strategic Advisors LLC | 44,992 | $4.13M | 0.8% | N/A | 0.098% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 13,487 | $1.24M | 0.0% | -4.7% | 0.029% | |
4/19/2024 | ZRC Wealth Management LLC | 1,795 | $165K | 0.1% | -26.4% | 0.004% | |
4/19/2024 | Cornerstone Wealth Management LLC | 93,861 | $8.62M | 0.7% | -1.1% | 0.204% | |
4/19/2024 | Kovack Advisors Inc. | 10,183 | $935K | 0.1% | N/A | 0.022% | |
4/19/2024 | Hudson Capital Management LLC | 294,572 | $27.06M | 9.3% | +14.0% | 0.641% | |
4/19/2024 | Westside Investment Management Inc. | 13,651 | $1.25M | 0.3% | +1.5% | 0.030% | |
4/19/2024 | Valley National Advisers Inc. | 159,662 | $14.67M | 2.2% | +9.8% | 0.347% | |
4/18/2024 | Summit Investment Advisory Services LLC | 4,174 | $383K | 0.2% | -21.2% | 0.009% | |
4/18/2024 | Colton Groome Financial Advisors LLC | 7,019 | $645K | 0.3% | -10.7% | 0.015% | |
4/18/2024 | Kowal Investment Group LLC | 21,457 | $1.97M | 0.4% | -2.3% | 0.047% | |
4/18/2024 | Aviance Capital Partners LLC | 48,464 | $4.45M | 0.7% | +1.6% | 0.105% | |
4/18/2024 | Advisory Services & Investments LLC | 44,750 | $4.11M | 2.8% | -17.5% | 0.097% | |
4/17/2024 | Physician Wealth Advisors Inc. | 8,591 | $765K | 0.2% | +6.9% | 0.021% | |
4/17/2024 | Founders Financial Securities LLC | 83,363 | $7.66M | 0.8% | -19.6% | 0.208% | |
4/17/2024 | Vicus Capital | 119,202 | $10.95M | 1.0% | +5.3% | 0.297% | |
4/17/2024 | Romano Brothers AND Company | 4,595 | $422K | 0.1% | +58.7% | 0.011% | |
4/16/2024 | Total Investment Management Inc. | 50,497 | $4.64M | 0.6% | +11.3% | 0.126% | |
4/16/2024 | Norway Savings Bank | 60,023 | $5.51M | 2.3% | -1.1% | 0.150% | |
4/16/2024 | Bouvel Investment Partners LLC | 77,608 | $7.13M | 3.1% | -3.2% | 0.194% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 147,860 | $13.58M | 0.0% | -8.5% | 0.369% | |
4/16/2024 | Procyon Advisors LLC | 11,610 | $1.07M | 0.1% | +1.5% | 0.029% | |
4/15/2024 | Affiance Financial LLC | 28,282 | $2.60M | 0.7% | +54.2% | 0.071% | |
4/15/2024 | Brookstone Capital Management | 70,741 | $6.50M | 0.1% | +21.8% | 0.177% | |
4/15/2024 | Kwmg LLC | 119,289 | $10.96M | 1.2% | +4.8% | 0.298% | |
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11/13/2023 | Kestra Advisory Services LLC | 81,741 | $7.19M | 0.1% | +912.5% | 0.204% | |
8/21/2023 | Osaic Holdings Inc. | 1,283,824 | $117.61M | 0.2% | +273.4% | 3.204% | |
8/18/2023 | Addison Capital Co | 5,476 | $501K | 0.4% | -5.0% | 0.014% | |
8/17/2023 | Vicus Capital | 99,871 | $9.15M | 0.9% | +2.6% | 0.249% | |
8/17/2023 | Orion Portfolio Solutions LLC | 1,458,403 | $133.62M | 1.4% | +98.6% | 3.640% | |
8/16/2023 | TD Capital Management LLC | 73,276 | $6.71M | 0.8% | +119.1% | 0.183% | |
8/16/2023 | CreativeOne Wealth LLC | 77,582 | $7.11M | 0.3% | +6.5% | 0.194% | |
8/15/2023 | Horizon Investments LLC | 463,142 | $42.15M | 1.2% | -14.3% | 1.156% | |
8/14/2023 | Mercer Global Advisors Inc. ADV | 525,986 | $48.19M | 0.2% | -31.3% | 1.313% | |
8/14/2023 | 1620 Investment Advisors Inc. | 8,900 | $815K | 0.9% | -4.8% | 0.022% | |
8/14/2023 | Orion Portfolio Solutions LLC | 704,613 | $133.62M | 1.4% | -4.0% | 1.758% | |
8/14/2023 | GM Advisory Group Inc. | 114,982 | $10.54M | 0.9% | +4.5% | 0.287% | |
8/14/2023 | Sowell Financial Services LLC | 113,233 | $10.37M | 0.6% | +86.8% | 0.283% | |
8/14/2023 | IFP Advisors Inc | 20,575 | $1.89M | 0.1% | +5.6% | 0.051% | |
8/14/2023 | Perennial Investment Advisors LLC | 6,972 | $639K | 0.1% | +9.4% | 0.017% | |
8/14/2023 | Bleakley Financial Group LLC | 81,531 | $7.47M | 0.2% | +7.9% | 0.203% | |
8/14/2023 | Asset Management Group Inc. | 13,762 | $1.26M | 0.3% | +1.0% | 0.034% | |
8/14/2023 | Snowden Capital Advisors LLC | 11,364 | $1.04M | 0.0% | +12.2% | 0.028% | |
8/11/2023 | Cibc World Market Inc. | 38,086 | $3.49M | 0.0% | +4.6% | 0.095% | |
8/11/2023 | Baird Financial Group Inc. | 35,496 | $3.25M | 0.0% | +1.4% | 0.089% | |
8/11/2023 | Visionary Wealth Advisors | 78,550 | $7.20M | 0.6% | +32.5% | 0.196% | |
8/11/2023 | Founders Financial Securities LLC | 89,626 | $8.21M | 1.1% | +29.3% | 0.224% | |
8/11/2023 | Kestra Advisory Services LLC | 8,073 | $740K | 0.0% | -10.1% | 0.020% | |
8/11/2023 | Flaharty Asset Management LLC | 326,144 | $29.88M | 5.1% | +2.1% | 0.814% | |
8/11/2023 | JPMorgan Chase & Co. | 247,936 | $22.72M | 0.0% | +20.1% | 0.619% | |
8/11/2023 | PNC Financial Services Group Inc. | 53,652 | $4.92M | 0.0% | +3.1% | 0.134% | |
8/10/2023 | Osaic Holdings Inc. | 1,283,824 | $117.61M | 0.2% | +273.4% | 3.204% | |
8/10/2023 | GeoWealth Management LLC | 168,899 | $15.48M | 1.7% | -48.8% | 0.422% | |
8/10/2023 | Hollencrest Capital Management | 28,289 | $2.59M | 0.3% | -0.6% | 0.071% | |
8/10/2023 | Commonwealth Equity Services LLC | 183,292 | $16.79M | 0.0% | +6.1% | 0.457% | |
8/10/2023 | Cary Street Partners Asset Management LLC | 2,728 | $250K | 0.0% | -14.4% | 0.007% | |
8/10/2023 | HCR Wealth Advisors | 17,458 | $1.60M | 0.3% | -10.1% | 0.044% | |
8/10/2023 | Private Advisor Group LLC | 53,896 | $4.94M | 0.0% | +26.5% | 0.135% | |
8/10/2023 | Cetera Advisors LLC | 16,521 | $1.51M | 0.0% | -15.1% | 0.041% | |
8/10/2023 | Meitav Investment House Ltd. | 1,010 | $92K | 0.0% | N/A | 0.003% | |
8/10/2023 | Cetera Advisor Networks LLC | 202,678 | $18.57M | 0.1% | +12.7% | 0.506% | |
8/10/2023 | Cardinal Point Capital Management ULC | 151,729 | $13.90M | 4.2% | -49.0% | 0.379% | |
8/10/2023 | AlphaCore Capital LLC | 362 | $33K | 0.0% | +74.9% | 0.001% | |
8/10/2023 | Cetera Investment Advisers | 53,302 | $4.88M | 0.0% | +13.2% | 0.133% | |
8/9/2023 | Dudley Capital Management LLC | 21,305 | $1.95M | 1.3% | -1.9% | 0.053% | |
8/9/2023 | Kingswood Wealth Advisors LLC | 3,432 | $314K | 0.1% | N/A | 0.009% | |
8/9/2023 | Precision Wealth Strategies LLC | 15,638 | $1.43M | 2.3% | +205.4% | 0.039% | |
8/9/2023 | Spotlight Asset Group Inc. | 1,923 | $176K | 0.2% | -42.0% | 0.005% | |
8/9/2023 | Financial Gravity Asset Management Inc. | 18,233 | $1.67M | 0.0% | +3.4% | 0.046% | |
8/9/2023 | Sumitomo Mitsui Financial Group Inc. | 21,373 | $1.96M | 0.1% | -2.3% | 0.053% | |
8/9/2023 | Rovin Capital UT ADV | 23,293 | $2.13M | 1.0% | -18.6% | 0.058% | |
8/8/2023 | Geneos Wealth Management Inc. | 43,928 | $4.03M | 0.2% | +7.8% | 0.110% | |
8/8/2023 | 9258 Wealth Management LLC | 3,249 | $298K | 0.1% | -34.3% | 0.008% | |
8/8/2023 | 3D L Capital Management LLC | 204,290 | $18.72M | 5.4% | -18.0% | 0.510% | |
8/8/2023 | FORVIS Wealth Advisors LLC | 15,143 | $1.39M | 0.0% | -37.3% | 0.038% | |
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8/8/2023 | Wilbanks Smith & Thomas Asset Management LLC | 44,156 | $4.05M | 0.1% | +94.4% | 0.110% | |
8/8/2023 | Focused Wealth Management Inc | 9,533 | $873K | 0.2% | -1.4% | 0.024% | |
8/7/2023 | LWM Advisory Services LLC | 24,962 | $2.29M | 2.4% | +7.4% | 0.062% | |
8/7/2023 | Gould Asset Management LLC CA | 57,937 | $5.31M | 1.5% | +2.9% | 0.145% | |
8/7/2023 | Vestmark Advisory Solutions Inc. | 27,198 | $2.49M | 0.1% | N/A | 0.068% | |
8/4/2023 | Parallel Advisors LLC | 62,686 | $5.74M | 0.2% | -15.7% | 0.171% | |
8/4/2023 | Envestnet Asset Management Inc. | 1,399,693 | $128.24M | 0.1% | +12.4% | 3.811% | |
8/4/2023 | Aviance Capital Partners LLC | 57,167 | $5.24M | 1.1% | -0.8% | 0.156% | |
8/4/2023 | D Orazio & Associates Inc. | 104,841 | $9.61M | 2.2% | -4.4% | 0.285% | |
8/4/2023 | Atria Investments Inc | 25,915 | $2.37M | 0.0% | +12.8% | 0.071% | |