4/23/2024 | Global Retirement Partners LLC | 11,368 | $290K | 0.0% | +14.8% | 0.020% | |
4/23/2024 | Revisor Wealth Management LLC | 51,385 | $1.30M | 0.6% | N/A | 0.089% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 60,928 | $1.55M | 0.0% | +58.5% | 0.105% | |
4/22/2024 | Raymond James & Associates | 174,929 | $4.46M | 0.0% | +9.8% | 0.302% | |
4/19/2024 | Kovack Advisors Inc. | 131,737 | $3.36M | 0.4% | -1.6% | 0.306% | |
4/18/2024 | Silverlake Wealth Management LLC | 12,114 | $309K | 0.2% | -6.2% | 0.028% | |
|
4/18/2024 | Edmonds Duncan Registered Investment Advisors LLC | 1,509,466 | $38.51M | 9.4% | +2.0% | 3.510% | |
4/18/2024 | Mirador Capital Partners LP | 19,836 | $506K | 0.1% | +8.3% | 0.046% | |
4/18/2024 | Breakwater Capital Group | 11,769 | $300K | 0.1% | -20.1% | 0.027% | |
4/17/2024 | Avalon Capital Management | 363,407 | $9.27M | 3.8% | N/A | 0.845% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 84,335 | $2.15M | 0.1% | +1.6% | 0.196% | |
4/12/2024 | Worth Asset Management LLC | 11,980 | $306K | 0.2% | N/A | 0.028% | |
4/12/2024 | Systelligence LLC | 606,999 | $15.49M | 4.0% | -0.3% | 1.412% | |
4/11/2024 | Opal Wealth Advisors LLC | 70,341 | $1.79M | 0.6% | +25.6% | 0.164% | |
4/11/2024 | RFG Advisory LLC | 8,256 | $211K | 0.0% | N/A | 0.019% | |
4/10/2024 | BKA Wealth Consulting Inc. | 8,442 | $215K | 0.3% | N/A | 0.020% | |
4/5/2024 | NBC Securities Inc. | 2,901 | $74K | 0.0% | -18.6% | 0.007% | |
4/5/2024 | Insight Wealth Strategies LLC | 782,055 | $19.95M | 2.9% | -11.1% | 1.819% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 45,042 | $1.13M | 0.0% | -1.4% | 0.105% | |
2/28/2024 | EP Wealth Advisors LLC | 27,415 | $689K | 0.0% | -11.3% | 0.064% | |
2/14/2024 | Vista Investment Management | 182,041 | $4.58M | 2.1% | +25.7% | 0.423% | |
2/14/2024 | MGO One Seven LLC | 62,629 | $1.58M | 0.1% | +174.5% | 0.146% | |
2/13/2024 | Anson Capital Inc. | 49,919 | $1.26M | 2.1% | -4.2% | 0.116% | |
2/13/2024 | Jones Financial Companies Lllp | 11,857 | $298K | 0.0% | N/A | 0.028% | |
2/12/2024 | Atlas Financial Advisors Inc. | 14,671 | $369K | 0.6% | N/A | 0.034% | |
2/12/2024 | Scotia Capital Inc. | 172,366 | $4.34M | 0.0% | -7.6% | 0.401% | |
2/12/2024 | Focus Financial Network Inc. ADV | 57,186 | $1.44M | 0.1% | N/A | 0.133% | |
2/12/2024 | Madden Advisory Services Inc. | 143,969 | $3.62M | 2.0% | +9.1% | 0.335% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 217,647 | $5.47M | 0.0% | +63.9% | 0.506% | |
2/9/2024 | WBI Investments LLC | 16,144 | $406K | 0.1% | -16.0% | 0.038% | |
2/9/2024 | Tidemark LLC | 9,293 | $234K | 0.1% | N/A | 0.022% | |
2/9/2024 | Wells Fargo & Company MN | 2,597,677 | $65.33M | 0.0% | -1.9% | 6.041% | |
2/9/2024 | UBS Group AG | 388,802 | $9.78M | 0.0% | +15.5% | 0.904% | |
2/8/2024 | Level Four Advisory Services LLC | 75,900 | $1.91M | 0.1% | +1.6% | 0.177% | |
2/8/2024 | Strait & Sound Wealth Management LLC | 19,845 | $502K | 0.3% | -8.9% | 0.046% | |
2/8/2024 | Kingsview Wealth Management LLC | 35,884 | $902K | 0.0% | N/A | 0.083% | |
2/8/2024 | Laffer Tengler Investments Inc. | 69,689 | $1.75M | 0.5% | -3.9% | 0.162% | |
2/8/2024 | Savvy Advisors Inc. | 27,120 | $682K | 0.7% | N/A | 0.063% | |
2/8/2024 | Janney Montgomery Scott LLC | 23,728 | $597K | 0.0% | -5.7% | 0.055% | |
2/8/2024 | Pinnacle Wealth Planning Services Inc. | 3,778,547 | $95.03M | 14.3% | -0.9% | 8.787% | |
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2/8/2024 | Advisor OS LLC | 591,464 | $14.88M | 1.9% | +0.7% | 1.375% | |
2/7/2024 | Avantax Advisory Services Inc. | 21,107 | $531K | 0.0% | +9.0% | 0.049% | |
2/7/2024 | Wambolt & Associates LLC | 9,913 | $249K | 0.0% | -63.0% | 0.023% | |
2/7/2024 | AlphaStar Capital Management LLC | 84,060 | $2.11M | 0.2% | +9.5% | 0.195% | |
2/7/2024 | NBC Securities Inc. | 3,565 | $89K | 0.0% | +35.0% | 0.008% | |
2/7/2024 | Valley Wealth Managers Inc. | 36,110 | $908K | 0.1% | -1.3% | 0.084% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 102,264 | $2.57M | 0.1% | +1.7% | 0.238% | |
2/7/2024 | Principal Securities Inc. | 2,526 | $64K | 0.0% | N/A | 0.006% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 134,169 | $3.37M | 0.2% | -6.2% | 0.312% | |
2/6/2024 | Valtinson Bruner Financial Planning LLC | 40,389 | $1.02M | 0.5% | +2.0% | 0.094% | |
2/6/2024 | Private Advisor Group LLC | 13,825 | $348K | 0.0% | +13.1% | 0.032% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 83,002 | $2.09M | 0.1% | +49.8% | 0.193% | |
2/6/2024 | Pointe Capital Management LLC | 41,420 | $1.04M | 0.7% | -1.6% | 0.096% | |
2/6/2024 | Montis Financial LLC | 64,756 | $1.63M | 1.0% | N/A | 0.151% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 1,698 | $43K | 0.0% | N/A | 0.004% | |
2/6/2024 | Heritage Wealth Management LLC | 24,484 | $616K | 0.3% | N/A | 0.057% | |
2/6/2024 | Howe & Rusling Inc. | 5,810 | $146K | 0.0% | N/A | 0.014% | |
2/6/2024 | Concord Wealth Partners | 758,893 | $19.09M | 3.8% | -9.9% | 1.765% | |
2/5/2024 | Stonebridge Financial Planning Group LLC | 9,805 | $247K | 0.1% | N/A | 0.023% | |
2/2/2024 | KFA Private Wealth Group LLC | 916,634 | $23.05M | 8.3% | +4.5% | 2.132% | |
2/2/2024 | Kovack Advisors Inc. | 133,938 | $3.37M | 0.4% | -0.6% | 0.311% | |
2/2/2024 | Bank of New Hampshire | 990 | $25K | 0.0% | -64.5% | 0.002% | |
2/2/2024 | Atria Wealth Solutions Inc. | 36,255 | $912K | 0.0% | -39.8% | 0.084% | |
2/1/2024 | Demars Financial Group LLC | 593,400 | $14.92M | 8.0% | +1.5% | 1.380% | |
2/1/2024 | Sigma Planning Corp | 11,420 | $287K | 0.0% | N/A | 0.027% | |
2/1/2024 | CWM LLC | 39,753 | $1M | 0.0% | +3,778.3% | 0.092% | |
1/30/2024 | Capital Analysts LLC | 3,842 | $97K | 0.0% | +253.1% | 0.009% | |
1/29/2024 | Perigon Wealth Management LLC | 131,924 | $3.32M | 0.1% | +372.6% | 0.307% | |
1/26/2024 | Geneos Wealth Management Inc. | 134,099 | $3.37M | 0.2% | +2.7% | 0.312% | |
1/26/2024 | White Pine Investment CO | 192,927 | $4.85M | 1.6% | -5.9% | 0.449% | |
1/24/2024 | Stratos Wealth Partners LTD. | 9,128 | $230K | 0.0% | +8.2% | 0.021% | |
1/24/2024 | Private Trust Co. NA | 6,510 | $164K | 0.0% | +11.6% | 0.015% | |
1/24/2024 | Breakwater Capital Group | 14,734 | $373K | 0.1% | -5.9% | 0.034% | |
1/23/2024 | WealthShield Partners LLC | 2,400 | $60K | 0.0% | N/A | 0.006% | |
1/23/2024 | Colonial River Wealth Management LLC | 40,747 | $1.03M | 0.6% | +81.1% | 0.095% | |
1/23/2024 | FAS Wealth Partners Inc. | 293,288 | $7.38M | 0.7% | +1.1% | 0.682% | |
1/23/2024 | Capital Advantage Inc. | 1,015,085 | $25.53M | 5.2% | +0.8% | 2.361% | |
1/22/2024 | Wright Fund Management LLC | 207,000 | $5.21M | 0.3% | -47.2% | 0.481% | |
1/22/2024 | Fusion Capital LLC | 73,508 | $1.85M | 0.9% | -5.9% | 0.171% | |
1/22/2024 | Silverlake Wealth Management LLC | 12,914 | $325K | 0.2% | N/A | 0.030% | |
1/22/2024 | Bensler LLC | 588,231 | $14.79M | 2.5% | +10.5% | 1.368% | |
1/22/2024 | Opal Wealth Advisors LLC | 56,007 | $1.41M | 0.6% | +9.4% | 0.130% | |
1/19/2024 | Mirador Capital Partners LP | 18,321 | $461K | 0.1% | N/A | 0.043% | |
1/19/2024 | PFG Advisors | 24,558 | $618K | 0.0% | -11.1% | 0.057% | |
1/18/2024 | Global Retirement Partners LLC | 9,899 | $250K | 0.0% | +98,890.0% | 0.023% | |
1/17/2024 | IFG Advisory LLC | 39,677 | $998K | 0.1% | +1.7% | 0.092% | |
1/17/2024 | High Note Wealth LLC | 365,861 | $9.20M | 3.5% | -5.5% | 0.851% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 38,431 | $967K | 0.0% | +14.8% | 0.089% | |
1/16/2024 | Raymond James & Associates | 159,277 | $4.01M | 0.0% | +6.2% | 0.370% | |
1/12/2024 | Insight Wealth Strategies LLC | 879,389 | $22.12M | 3.6% | +13.0% | 2.045% | |
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1/11/2024 | Brookstone Capital Management | 19,419 | $488K | 0.0% | N/A | 0.045% | |
1/11/2024 | Edmonds Duncan Registered Investment Advisors LLC | 1,480,287 | $37.23M | 9.7% | -19.0% | 3.443% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 41,534 | $1.05M | 0.0% | +29.7% | 0.097% | |
1/10/2024 | North Star Investment Management Corp. | 85,499 | $2.15M | 0.2% | -80.4% | 0.199% | |
1/8/2024 | Systelligence LLC | 608,974 | $15.32M | 4.2% | +23.5% | 1.416% | |
1/8/2024 | Baldwin Brothers LLC MA | 1,103 | $28K | 0.0% | N/A | 0.003% | |
1/5/2024 | WealthPLAN Partners LLC | 186,018 | $4.68M | 0.5% | -0.7% | 0.433% | |
1/5/2024 | WealthPlan Investment Management LLC | 449,990 | $11.32M | 1.8% | -15.1% | 1.046% | |
12/6/2023 | Citigroup Inc. | 4,944 | $125K | 0.0% | +62.5% | 0.011% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 45,691 | $1.16M | 0.0% | +0.9% | 0.106% | |