7/27/2024 | Trajan Wealth LLC | 45,013 | $1.35M | 0.1% | -26.6% | 0.129% | |
7/27/2024 | Sterneck Capital Management LLC | 47,787 | $1.44M | 0.8% | +0.8% | 0.137% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 24,497 | $736K | 0.0% | N/A | 0.070% | |
7/24/2024 | Goldstein Advisors LLC | 1,006,072 | $30.24M | 5.1% | +4.0% | 2.880% | |
7/22/2024 | Hobbs Group Advisors LLC | 5,972 | $180K | 0.1% | N/A | 0.017% | |
7/19/2024 | Family Investment Center Inc. | 564,844 | $16.98M | 5.1% | +10.1% | 1.617% | |
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7/19/2024 | E&G Advisors LP | 90,442 | $2.72M | 0.8% | +5.7% | 0.259% | |
7/18/2024 | Brookstone Capital Management | 11,762 | $350K | 0.0% | N/A | 0.034% | |
7/18/2024 | TriaGen Wealth Management LLC | 43,710 | $1.31M | 0.5% | +75.1% | 0.125% | |
7/18/2024 | Miracle Mile Advisors LLC | 1,194,274 | $35.90M | 0.9% | -46.3% | 3.419% | |
7/18/2024 | Professional Financial Advisors LLC | 144,867 | $4.36M | 1.2% | +1.1% | 0.415% | |
7/17/2024 | Midwest Financial Group LLC | 63,991 | $1.92M | 1.2% | +1.9% | 0.183% | |
7/16/2024 | ORG Partners LLC | 27,554 | $839K | 0.1% | N/A | 0.079% | |
7/16/2024 | RHS Financial LLC | 49,202 | $1.48M | 0.9% | -1.5% | 0.141% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 36,718 | $1.10M | 0.0% | +26.2% | 0.105% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 65,037 | $1.96M | 0.1% | +11.2% | 0.186% | |
7/15/2024 | RFG Advisory LLC | 29,724 | $894K | 0.0% | N/A | 0.085% | |
7/15/2024 | Verum Partners LLC | 16,354 | $492K | 0.2% | -24.5% | 0.047% | |
7/13/2024 | Fermata Advisors LLC | 78,030 | $2.35M | 0.5% | -7.2% | 0.223% | |
7/12/2024 | Cardinal Point Capital Management ULC | 1,007,526 | $30.29M | 5.3% | +7.6% | 2.884% | |
7/12/2024 | Twelve Points Wealth Management LLC | 40,378 | $1.21M | 0.4% | +7.2% | 0.116% | |
7/11/2024 | Worth Asset Management LLC | 21,716 | $653K | 0.4% | +27.2% | 0.062% | |
7/10/2024 | CWM LLC | 1,418,236 | $42.63M | 0.2% | +17.3% | 4.060% | |
7/5/2024 | HBW Advisory Services LLC | 6,071 | $182K | 0.0% | N/A | 0.017% | |
6/11/2024 | EverSource Wealth Advisors LLC | 7,861 | $235K | 0.0% | -6.7% | 0.023% | |
5/24/2024 | Cetera Advisors LLC | 20,370 | $584K | 0.0% | +117.9% | 0.058% | |
5/24/2024 | Cetera Investment Advisers | 152,623 | $4.38M | 0.0% | +211.7% | 0.437% | |
5/23/2024 | Austin Wealth Management LLC | 225,227 | $6.69M | 1.7% | +16.6% | 0.645% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 7,963 | $228K | 0.0% | N/A | 0.023% | |
5/17/2024 | Creekmur Asset Management LLC | 21,449 | $615K | 0.2% | -65.4% | 0.061% | |
5/16/2024 | Innova Wealth Partners | 136,228 | $3.91M | 3.0% | +220.1% | 0.390% | |
5/14/2024 | Leelyn Smith LLC | 184,763 | $5.30M | 1.1% | -5.0% | 0.529% | |
5/11/2024 | Retirement Financial Solutions LLC | 21,015 | $603K | 0.3% | -13.0% | 0.060% | |
5/10/2024 | Osaic Holdings Inc. | 325,480 | $9.34M | 0.0% | -22.5% | 0.932% | |
5/10/2024 | Nwam LLC | 24,048 | $705K | 0.1% | N/A | 0.069% | |
5/7/2024 | Oppenheimer & Co. Inc. | 7,353 | $211K | 0.0% | N/A | 0.021% | |
5/6/2024 | VitalStone Financial LLC | 11,382 | $326K | 0.2% | N/A | 0.033% | |
5/1/2024 | Retirement Group LLC | 17,600 | $505K | 0.2% | -14.6% | 0.053% | |
4/30/2024 | Private Advisor Group LLC | 75,548 | $2.17M | 0.0% | +47.9% | 0.226% | |
4/30/2024 | Perigon Wealth Management LLC | 42,531 | $1.22M | 0.0% | +2.3% | 0.127% | |
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4/29/2024 | Commonwealth Equity Services LLC | 215,106 | $6.17M | 0.0% | +7.7% | 0.644% | |
4/25/2024 | Professional Financial Advisors LLC | 143,225 | $4.11M | 1.2% | +30.4% | 0.429% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 212,054 | $6.08M | 0.0% | -2.8% | 0.635% | |
4/23/2024 | Canal Capital Management LLC | 33,862 | $971K | 0.2% | -64.4% | 0.101% | |
4/23/2024 | TriaGen Wealth Management LLC | 24,962 | $716K | 0.3% | N/A | 0.075% | |
4/23/2024 | Strategic Blueprint LLC | 20,656 | $592K | 0.0% | N/A | 0.062% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 186,587 | $5.35M | 0.0% | -20.9% | 0.559% | |
4/22/2024 | Family Investment Center Inc. | 512,931 | $14.71M | 4.7% | +5,481.4% | 1.536% | |
4/22/2024 | Rainey & Randall Investment Management Inc. | 14,638 | $420K | 0.1% | N/A | 0.044% | |
4/19/2024 | Lake Street Private Wealth LLC | 25,543 | $733K | 0.1% | +2.8% | 0.076% | |
4/18/2024 | Naviter Wealth LLC | 1,514,886 | $43.45M | 7.1% | +477.7% | 4.536% | |
4/18/2024 | Verum Partners LLC | 21,660 | $621K | 0.2% | -5.4% | 0.065% | |
4/18/2024 | Miracle Mile Advisors LLC | 2,225,703 | $63.83M | 1.6% | -1.1% | 8.721% | |
4/18/2024 | RHS Financial LLC | 49,957 | $1.43M | 0.8% | +9.9% | 0.196% | |
4/17/2024 | Trilogy Capital Inc. | 15,398 | $442K | 0.0% | -54.0% | 0.060% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 29,096 | $834K | 0.0% | -37.7% | 0.114% | |
4/15/2024 | Janiczek Wealth Management LLC | 23,089 | $662K | 0.1% | +22.4% | 0.090% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 7,708 | $221K | 0.0% | N/A | 0.030% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 58,469 | $1.68M | 0.1% | +8.3% | 0.229% | |
4/12/2024 | Fermata Advisors LLC | 84,070 | $2.41M | 0.5% | -24.2% | 0.329% | |
4/12/2024 | Worth Asset Management LLC | 17,067 | $489K | 0.3% | N/A | 0.067% | |
4/11/2024 | Midwest Financial Group LLC | 62,826 | $1.80M | 1.2% | +2.9% | 0.246% | |
3/26/2024 | Fairman Group LLC | 1,502 | $39K | 0.0% | N/A | 0.006% | |
3/1/2024 | Creekmur Asset Management LLC | 62,013 | $1.60M | 0.5% | N/A | 0.243% | |
2/21/2024 | Austin Wealth Management LLC | 193,095 | $5.20M | 1.4% | +176.2% | 0.757% | |
2/14/2024 | Visionary Wealth Advisors | 23,595 | $608K | 0.0% | +6.2% | 0.092% | |
2/13/2024 | Cetera Advisor Networks LLC | 187,403 | $4.83M | 0.0% | +33.4% | 0.734% | |
2/13/2024 | Steward Partners Investment Solutions LLC | 13,465 | $347K | 0.1% | N/A | 0.053% | |
2/12/2024 | Goldstein Advisors LLC | 880,262 | $22.68M | 3.8% | +8.7% | 3.449% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 13,821 | $356K | 0.0% | -27.3% | 0.054% | |
2/9/2024 | Advisory Services Network LLC | 29,153 | $751K | 0.0% | -77.6% | 0.114% | |
2/9/2024 | Orion Portfolio Solutions LLC | 16,772 | $437K | 0.0% | -62.0% | 0.066% | |
2/9/2024 | LWS Wealth Advisors Inc. | 42,206 | $1.09M | 0.4% | +7.1% | 0.165% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 218,067 | $5.62M | 0.0% | +2.0% | 0.854% | |
2/9/2024 | EverSource Wealth Advisors LLC | 8,423 | $217K | 0.0% | -20.4% | 0.033% | |
2/9/2024 | CreativeOne Wealth LLC | 14,409 | $371K | 0.0% | +4.4% | 0.056% | |
2/8/2024 | Financial Advocates Investment Management | 26,579 | $685K | 0.0% | -52.0% | 0.104% | |
2/8/2024 | Meridian Wealth Management LLC | 15,795 | $407K | 0.0% | -9.5% | 0.062% | |
2/8/2024 | Innova Wealth Partners | 42,562 | $1.10M | 0.9% | -85.7% | 0.167% | |
2/7/2024 | Ethos Financial Group LLC | 22,429 | $576K | 0.1% | -92.8% | 0.088% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 4,300 | $111K | 0.0% | N/A | 0.017% | |
2/6/2024 | Private Advisor Group LLC | 51,091 | $1.32M | 0.0% | +28.0% | 0.200% | |
2/6/2024 | National Bank of Canada FI | 25,955 | $670K | 0.0% | +29.5% | 0.102% | |
2/5/2024 | Savant Capital LLC | 236,029 | $6.08M | 0.1% | +2.4% | 0.925% | |
2/5/2024 | Naviter Wealth LLC | 262,206 | $6.75M | 1.4% | -75.3% | 1.027% | |
2/2/2024 | Valmark Advisers Inc. | 777,717 | $20.03M | 0.4% | +2.7% | 3.047% | |
2/2/2024 | Sound Financial Strategies Group LLC | 167,368 | $4.31M | 3.6% | N/A | 0.656% | |
2/1/2024 | Summit Wealth & Retirement Planning Inc. | 324,406 | $8.36M | 3.5% | -36.8% | 1.271% | |
2/1/2024 | CWM LLC | 1,039,205 | $26.77M | 0.1% | +288.2% | 4.072% | |
1/31/2024 | Litman Gregory Wealth Management LLC | 787,619 | $20.29M | 1.9% | -1.6% | 3.086% | |
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1/29/2024 | ORG Partners LLC | 17,721 | $456K | 0.1% | -19.7% | 0.069% | |
1/29/2024 | Perigon Wealth Management LLC | 41,588 | $1.07M | 0.0% | -5.9% | 0.163% | |
1/29/2024 | Janiczek Wealth Management LLC | 18,863 | $486K | 0.1% | -4.4% | 0.074% | |
1/26/2024 | R. W. Roge & Company Inc. | 48,387 | $1.25M | 0.8% | -53.1% | 0.190% | |
1/26/2024 | Executive Wealth Management LLC | 67,492 | $1.74M | 0.2% | -17.2% | 0.264% | |
1/25/2024 | E&G Advisors LP | 85,862 | $2.21M | 0.8% | -43.8% | 0.336% | |
1/25/2024 | Midwest Financial Group LLC | 61,028 | $1.57M | 1.2% | -0.7% | 0.239% | |
1/24/2024 | Canal Capital Management LLC | 95,170 | $2.45M | 0.5% | +268.8% | 0.373% | |
1/24/2024 | Sowell Financial Services LLC | 106,689 | $2.75M | 0.1% | -3.5% | 0.418% | |
1/22/2024 | Miracle Mile Advisors LLC | 2,251,026 | $57.99M | 1.6% | -7.2% | 8.821% | |