4/25/2024 | Smallwood Wealth Investment Management LLC | 97,650 | $2.81M | 2.2% | +1.4% | 0.085% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 1,516,545 | $43.68M | 0.2% | +5.9% | 1.321% | |
4/24/2024 | Simplicity Wealth LLC | 421,477 | $12.14M | 0.3% | N/A | 0.367% | |
4/23/2024 | Principle Wealth Partners LLC | 22,135 | $637K | 0.0% | N/A | 0.019% | |
4/23/2024 | Strategic Blueprint LLC | 108,902 | $3.14M | 0.2% | +8.7% | 0.095% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 4,161,492 | $119.85M | 0.2% | +8.8% | 3.625% | |
|
4/22/2024 | Confluence Wealth Services Inc. | 133,551 | $3.85M | 0.3% | +19.9% | 0.116% | |
4/22/2024 | Johnson Bixby & Associates LLC | 1,241,314 | $35.75M | 6.2% | -16.7% | 1.081% | |
4/22/2024 | Financial Management Network Inc. | 161,081 | $4.58M | 1.2% | -3.7% | 0.140% | |
4/22/2024 | Raymond James & Associates | 4,998,845 | $143.97M | 0.1% | +10.5% | 4.354% | |
4/22/2024 | Everpar Advisors LLC | 7,600 | $219K | 0.1% | N/A | 0.007% | |
4/19/2024 | Financial Perspectives Inc | 34,539 | $995K | 0.4% | +6.0% | 0.030% | |
4/19/2024 | Tempus Wealth Planning LLC | 9,625 | $277K | 0.1% | N/A | 0.008% | |
4/18/2024 | Silverlake Wealth Management LLC | 59,782 | $1.72M | 0.9% | +77.4% | 0.052% | |
4/18/2024 | Financial Security Advisor Inc. | 6,976 | $201K | 0.1% | N/A | 0.006% | |
4/18/2024 | Woodmont Investment Counsel LLC | 10,525 | $303K | 0.0% | N/A | 0.009% | |
4/18/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 73,932 | $2.13M | 0.6% | -15.3% | 0.064% | |
4/18/2024 | Francis Financial Inc. | 8,839 | $255K | 0.1% | N/A | 0.012% | |
4/18/2024 | LVW Advisors LLC | 387,421 | $11.16M | 1.9% | +121.3% | 0.512% | |
4/18/2024 | Clarity Wealth Advisors LLC | 159,737 | $4.60M | 1.6% | +32.1% | 0.211% | |
4/18/2024 | Arlington Financial Advisors LLC | 1,061,191 | $30.56M | 6.7% | +1,065.0% | 1.402% | |
4/17/2024 | Founders Financial Securities LLC | 42,631 | $1.23M | 0.1% | +26.5% | 0.056% | |
4/17/2024 | Criterion Capital Advisors LLC | 47,645 | $1.37M | 0.9% | -2.9% | 0.063% | |
4/16/2024 | OneAscent Financial Services LLC | 98,902 | $2.85M | 0.3% | -23.6% | 0.131% | |
4/16/2024 | Calton & Associates Inc. | 34,062 | $981K | 0.5% | -2.3% | 0.045% | |
4/16/2024 | Pinnacle Bancorp Inc. | 2,000 | $58K | 0.0% | +33.3% | 0.003% | |
4/16/2024 | LongView Wealth Management | 36,859 | $1.06M | 0.4% | +53.7% | 0.049% | |
4/16/2024 | 180 Wealth Advisors LLC | 17,216 | $496K | 0.1% | +10.5% | 0.023% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 1,254,544 | $36.13M | 0.1% | -1.4% | 1.657% | |
4/11/2024 | San Luis Wealth Advisors LLC | 130,963 | $3.77M | 2.0% | +2.5% | 0.173% | |
4/11/2024 | International Assets Investment Management LLC | 18,423 | $532K | 0.0% | +6.0% | 0.024% | |
4/10/2024 | LexAurum Advisors LLC | 9,362 | $270K | 0.1% | +8.9% | 0.012% | |
4/10/2024 | Threadgill Financial LLC | 104,563 | $3.01M | 1.3% | N/A | 0.138% | |
4/9/2024 | Mather Group LLC. | 2,794 | $80K | 0.0% | N/A | 0.004% | |
4/5/2024 | NBC Securities Inc. | 59,659 | $1.72M | 0.2% | +40.3% | 0.079% | |
4/4/2024 | Moseley Investment Management Inc. | 22,328 | $643K | 0.3% | +5.5% | 0.029% | |
4/4/2024 | Advance Capital Management Inc. | 13,636 | $393K | 0.0% | +3.5% | 0.018% | |
4/2/2024 | Cravens & Co Advisors LLC | 7,148 | $206K | 0.2% | N/A | 0.009% | |
4/2/2024 | ST Germain D J Co. Inc. | 842,417 | $24.26M | 1.2% | +0.5% | 1.113% | |
3/8/2024 | ICA Group Wealth Management LLC | 1,908 | $49K | 0.0% | N/A | 0.003% | |
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3/1/2024 | Transcendent Capital Group LLC | 1,382 | $36K | 0.0% | N/A | 0.002% | |
2/21/2024 | WNY Asset Management LLC | 1,244,796 | $32.03M | 5.4% | -0.3% | 1.644% | |
2/16/2024 | Burford Brothers Inc. | 37,992 | $978K | 0.7% | N/A | 0.050% | |
2/15/2024 | OLD Mission Capital LLC | 443,223 | $11.40M | 0.2% | N/A | 0.585% | |
2/13/2024 | Cetera Advisor Networks LLC | 583,597 | $15.02M | 0.1% | +10.6% | 0.771% | |
2/13/2024 | Capital International Investors | 40,226 | $1.04M | 0.0% | +25.2% | 0.053% | |
2/13/2024 | Peapack Gladstone Financial Corp | 263,920 | $6.79M | 0.1% | +8.6% | 0.349% | |
2/13/2024 | Jones Financial Companies Lllp | 8,642 | $222K | 0.0% | N/A | 0.011% | |
2/12/2024 | ORBA Wealth Advisors L.L.C. | 175,935 | $4.53M | 2.7% | N/A | 0.232% | |
2/12/2024 | Brown Brothers Harriman & Co. | 117,595 | $3.03M | 0.0% | +48.3% | 0.155% | |
2/12/2024 | Focus Financial Network Inc. ADV | 9,455 | $244K | 0.0% | N/A | 0.012% | |
2/12/2024 | Stifel Financial Corp | 429,507 | $11.05M | 0.0% | +2.6% | 0.567% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 84,864 | $2.18M | 0.0% | +8.2% | 0.112% | |
2/9/2024 | Hoylecohen LLC | 880,963 | $22.67M | 1.9% | -0.8% | 1.164% | |
2/9/2024 | Orion Portfolio Solutions LLC | 43,012 | $1.10M | 0.0% | -28.9% | 0.057% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 1,431,929 | $36.84M | 0.2% | +17.3% | 1.892% | |
2/9/2024 | Frazier Financial Advisors LLC | 3,091 | $80K | 0.1% | N/A | 0.004% | |
2/9/2024 | EverSource Wealth Advisors LLC | 28,672 | $738K | 0.1% | +14.2% | 0.038% | |
2/9/2024 | Assetmark Inc. | 101,716 | $2.62M | 0.0% | +10.0% | 0.134% | |
2/9/2024 | Corient Private Wealth LLC | 822,857 | $21.17M | 0.0% | -1.6% | 1.087% | |
2/9/2024 | D.A. Davidson & CO. | 759,624 | $19.55M | 0.2% | -0.3% | 1.003% | |
2/9/2024 | Wells Fargo & Company MN | 1,372,801 | $35.32M | 0.0% | +38.9% | 1.813% | |
2/9/2024 | UBS Group AG | 3,225,544 | $82.99M | 0.0% | +6.1% | 4.261% | |
2/8/2024 | Main Street Financial Solutions LLC | 352,884 | $9.08M | 1.2% | +1.8% | 0.466% | |
2/8/2024 | Financial Advocates Investment Management | 45,990 | $1.18M | 0.1% | +1.8% | 0.061% | |
2/8/2024 | Reliant Wealth Planning | 658,088 | $16.93M | 8.2% | +3,305.2% | 0.869% | |
2/8/2024 | Meridian Wealth Management LLC | 40,220 | $1.04M | 0.1% | +9.2% | 0.053% | |
2/8/2024 | Janney Montgomery Scott LLC | 839,168 | $21.59M | 0.1% | +7.1% | 1.109% | |
2/7/2024 | Avantax Advisory Services Inc. | 40,088 | $1.03M | 0.0% | +46.3% | 0.053% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 29,782 | $766K | 0.0% | +7.2% | 0.039% | |
2/7/2024 | NBC Securities Inc. | 42,536 | $1.09M | 0.1% | +2.8% | 0.056% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 303,462 | $7.81M | 0.4% | -0.3% | 0.401% | |
2/7/2024 | Northwest Financial Advisors | 38,592 | $993K | 0.8% | N/A | 0.051% | |
2/7/2024 | Calton & Associates Inc. | 34,854 | $897K | 0.4% | N/A | 0.046% | |
2/7/2024 | Principal Securities Inc. | 20,120 | $518K | 0.0% | N/A | 0.027% | |
2/7/2024 | FinDec Wealth Services Inc. | 265,516 | $6.83M | 4.6% | +10.2% | 0.351% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 15,818 | $407K | 0.0% | -3.7% | 0.021% | |
2/7/2024 | Catalyst Financial Partners LLC | 13,690 | $352K | 0.1% | +34.1% | 0.018% | |
2/6/2024 | Apollon Wealth Management LLC | 33,361 | $858K | 0.0% | +231.8% | 0.044% | |
2/6/2024 | Lincoln National Corp | 326,937 | $8.41M | 0.1% | +5.3% | 0.432% | |
2/6/2024 | Private Advisor Group LLC | 94,814 | $2.44M | 0.0% | +68.5% | 0.125% | |
2/6/2024 | Spire Wealth Management | 1,952 | $51K | 0.0% | N/A | 0.003% | |
2/6/2024 | NavPoint Financial Inc. | 232,560 | $5.98M | 5.5% | N/A | 0.307% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 59,992 | $1.54M | 0.1% | +28.1% | 0.079% | |
2/6/2024 | Axxcess Wealth Management LLC | 284,859 | $7.33M | 0.2% | -7.3% | 0.376% | |
2/6/2024 | Signature Resources Capital Management LLC | 2,735 | $70K | 0.1% | N/A | 0.004% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 196,687 | $5.06M | 0.2% | +1.8% | 0.260% | |
2/6/2024 | Merit Financial Group LLC | 21,383 | $550K | 0.0% | +90.6% | 0.028% | |
2/6/2024 | Carson Advisory Inc. | 193,725 | $4.99M | 3.9% | +4.8% | 0.256% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 352,428 | $9.07M | 0.2% | +9.3% | 0.466% | |
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2/6/2024 | Commonwealth Equity Services LLC | 2,421,893 | $62.32M | 0.1% | +15.6% | 3.199% | |
2/6/2024 | Armstrong Fleming & Moore Inc | 44,223 | $1.14M | 0.9% | +9.3% | 0.058% | |
2/5/2024 | Choreo LLC | 20,664 | $532K | 0.0% | +7.5% | 0.027% | |
2/5/2024 | Bridgewealth Advisory Group LLC | 11,183 | $288K | 0.2% | +20.7% | 0.015% | |
2/2/2024 | Valmark Advisers Inc. | 154,558 | $3.98M | 0.1% | +807.9% | 0.204% | |
2/2/2024 | Truist Financial Corp | 14,647 | $377K | 0.0% | -27.3% | 0.019% | |
2/2/2024 | Rather & Kittrell Inc. | 8,070 | $208K | 0.1% | N/A | 0.011% | |
2/2/2024 | Atria Wealth Solutions Inc. | 20,597 | $531K | 0.0% | -87.7% | 0.027% | |
2/1/2024 | Financial Perspectives Inc | 32,574 | $838K | 0.3% | +6.5% | 0.043% | |
2/1/2024 | Larson Financial Group LLC | 2,910 | $75K | 0.0% | +52.4% | 0.004% | |