4/26/2024 | MONECO Advisors LLC | 29,119 | $3.02M | 0.5% | -18.7% | 0.025% | |
4/26/2024 | Emerald Advisors LLC | 45,845 | $4.76M | 0.8% | +2.0% | 0.039% | |
4/26/2024 | Bogart Wealth LLC | 381 | $40K | 0.0% | -22.2% | 0.000% | |
4/25/2024 | Allworth Financial LP | 164,147 | $17.04M | 0.1% | -7.1% | 0.140% | |
4/25/2024 | Oldfather Financial Services LLC | 2,016 | $209K | 0.1% | N/A | 0.002% | |
4/25/2024 | Capital Investment Advisory Services LLC | 6,867 | $713K | 0.1% | +6.0% | 0.006% | |
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4/25/2024 | Valeo Financial Advisors LLC | 2,871 | $287K | 0.0% | N/A | 0.002% | |
4/25/2024 | Summit Financial LLC | 2,186 | $227K | 0.0% | N/A | 0.002% | |
4/25/2024 | IAG Wealth Partners LLC | 264,575 | $27.46M | 5.9% | -2.6% | 0.226% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 93,634 | $9.72M | 0.0% | -19.4% | 0.080% | |
4/24/2024 | 1900 Wealth Management LLC | 218,090 | $22.64M | 2.1% | -11.7% | 0.187% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 3,585 | $372K | 0.2% | -39.3% | 0.003% | |
4/24/2024 | Lee Financial Group Hawaii Inc. | 129,672 | $13.46M | 10.5% | +796.9% | 0.111% | |
4/24/2024 | Smith Anglin Financial LLC | 1,995 | $207K | 0.0% | N/A | 0.002% | |
4/24/2024 | Simplicity Wealth LLC | 3,196 | $332K | 0.0% | N/A | 0.003% | |
4/24/2024 | Spire Wealth Management | 135,455 | $14.06M | 0.6% | -13.2% | 0.116% | |
4/23/2024 | Wetzel Investment Advisors Inc. | 5,822 | $575K | 0.3% | -13.3% | 0.005% | |
4/23/2024 | Global Retirement Partners LLC | 13,104 | $1.36M | 0.1% | -2.6% | 0.011% | |
4/23/2024 | Mason & Associates Inc | 18,947 | $1.97M | 0.5% | +89.1% | 0.016% | |
4/23/2024 | Canvas Wealth Advisors LLC | 115,291 | $11.40M | 3.8% | -19.9% | 0.099% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 36,290 | $3.77M | 0.3% | +1.8% | 0.031% | |
4/23/2024 | McAdam LLC | 32,042 | $3.33M | 0.2% | +0.5% | 0.027% | |
4/23/2024 | Strategic Blueprint LLC | 5,191 | $539K | 0.0% | +16.5% | 0.004% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 290,730 | $30.18M | 0.0% | -3.8% | 0.249% | |
4/22/2024 | PFG Investments LLC | 61,818 | $6.42M | 0.4% | +221.6% | 0.053% | |
4/22/2024 | Parsons Capital Management Inc. RI | 25,775 | $2.68M | 0.2% | +4.0% | 0.022% | |
4/22/2024 | Raymond James & Associates | 1,086,428 | $112.76M | 0.1% | -4.0% | 0.929% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 34,885 | $3.62M | 0.2% | +3.6% | 0.030% | |
4/22/2024 | Edge Financial Advisors LLC | 35,168 | $3.65M | 3.2% | N/A | 0.030% | |
4/20/2024 | KWB Wealth | 4,496 | $467K | 0.1% | -3.7% | 0.004% | |
4/19/2024 | Financial Sense Advisors Inc. | 2,035 | $211K | 0.1% | N/A | 0.002% | |
4/19/2024 | Arvest Investments Inc. | 170,603 | $17.71M | 2.8% | -8.8% | 0.146% | |
4/18/2024 | Plimoth Trust Co. LLC | 2,560 | $266K | 0.1% | -75.8% | 0.002% | |
4/18/2024 | Capital Advisors Ltd. LLC | 96,945 | $10.06M | 1.3% | -4.5% | 0.083% | |
4/18/2024 | Morris Financial Concepts Inc. | 5,026 | $522K | 0.3% | -3.2% | 0.004% | |
4/18/2024 | Successful Portfolios LLC | 1,940 | $201K | 0.1% | -9.9% | 0.002% | |
4/17/2024 | Dumont & Blake Investment Advisors LLC | 7,738 | $803K | 0.2% | +36.1% | 0.007% | |
4/17/2024 | Vicus Capital | 6,983 | $725K | 0.1% | +17.1% | 0.006% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 479,989 | $49.82M | 2.7% | +1.5% | 0.411% | |
4/16/2024 | OneAscent Wealth Management LLC | 4,140 | $430K | 0.2% | -4.3% | 0.004% | |
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4/16/2024 | Financial Management Professionals Inc. | 911,478 | $94.60M | 13.9% | +4.0% | 0.780% | |
4/16/2024 | Kathmere Capital Management LLC | 44,411 | $4.61M | 0.5% | -3.0% | 0.038% | |
4/16/2024 | Indiana Trust & Investment Management CO | 834 | $87K | 0.0% | -33.3% | 0.001% | |
4/16/2024 | Lincoln Capital Corp | 223,987 | $23.25M | 10.2% | +2.7% | 0.192% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 573,527 | $59.53M | 0.2% | +1.4% | 0.491% | |
4/16/2024 | PFS Partners LLC | 60,055 | $6.23M | 4.1% | -1.1% | 0.051% | |
4/15/2024 | Brookstone Capital Management | 2,024 | $210K | 0.0% | N/A | 0.002% | |
4/13/2024 | Retirement Planning Group LLC | 903,136 | $93.74M | 7.2% | -4.2% | 0.698% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 361,490 | $37.52M | 1.3% | +7.7% | 0.279% | |
4/12/2024 | Riverview Trust Co | 461 | $48K | 0.0% | N/A | 0.000% | |
4/12/2024 | Capital Advisors Wealth Management LLC | 32,592 | $3.38M | 0.7% | -10.7% | 0.025% | |
4/12/2024 | Traynor Capital Management Inc. | 23,696 | $2.46M | 0.2% | +19.5% | 0.018% | |
4/12/2024 | AdvisorNet Financial Inc | 550,314 | $57.12M | 5.5% | -4.5% | 0.425% | |
4/11/2024 | &PARTNERS | 2,425 | $252K | 0.0% | N/A | 0.002% | |
4/11/2024 | Hummer Financial Advisory Services Inc | 2,000 | $208K | 0.2% | N/A | 0.002% | |
4/11/2024 | 17 Capital Partners LLC | 2,289 | $238K | 0.2% | N/A | 0.002% | |
4/10/2024 | LexAurum Advisors LLC | 167,970 | $17.43M | 4.4% | +0.6% | 0.130% | |
4/10/2024 | Marcum Wealth LLC | 17,650 | $1.83M | 0.2% | -1.9% | 0.014% | |
4/10/2024 | Inscription Capital LLC | 135,631 | $13.94M | 4.7% | +2.5% | 0.105% | |
4/10/2024 | Park Avenue Securities LLC | 4,380 | $455K | 0.0% | N/A | 0.003% | |
4/10/2024 | American National Bank | 51,146 | $5.31M | 0.7% | +21.1% | 0.040% | |
4/10/2024 | MADDEN SECURITIES Corp | 7,602 | $789K | 0.4% | N/A | 0.006% | |
4/8/2024 | Tompkins Financial Corp | 1,878 | $195K | 0.0% | -84.4% | 0.001% | |
4/5/2024 | Capital Market Strategies LLC | 4,599 | $477K | 0.4% | -3.3% | 0.004% | |
4/5/2024 | Madison Park Capital Advisors LLC | 9,217 | $957K | 0.8% | +4.6% | 0.007% | |
4/4/2024 | Advance Capital Management Inc. | 5,936 | $616K | 0.0% | +3.7% | 0.005% | |
4/1/2024 | Appleton Partners Inc. MA | 454,359 | $47.16M | 3.7% | -1.8% | 0.351% | |
3/22/2024 | PNC Financial Services Group Inc. | 8,176 | $767K | 0.0% | +1.7% | 0.006% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 3,454 | $325K | 0.0% | +10.5% | 0.003% | |
3/14/2024 | Leo Wealth LLC | 377,356 | $36.86M | 3.8% | N/A | 0.292% | |
3/13/2024 | MONECO Advisors LLC | 35,819 | $3.36M | 0.6% | -15.8% | 0.028% | |
3/8/2024 | ICA Group Wealth Management LLC | 8,767 | $822K | 0.2% | +3.6% | 0.007% | |
3/6/2024 | SageView Advisory Group LLC | 12,142 | $1.18M | 0.0% | -11.8% | 0.009% | |
3/5/2024 | Fisher Asset Management LLC | 2,585 | $243K | 0.0% | N/A | 0.002% | |
3/5/2024 | Twin Focus Capital Partners LLC | 3,813 | $358K | 0.0% | N/A | 0.003% | |
2/29/2024 | Acima Private Wealth LLC | 131,207 | $12.31M | 4.8% | +43.0% | 0.101% | |
2/27/2024 | Beaird Harris Wealth Management LLC | 1,028 | $96K | 0.0% | N/A | 0.001% | |
2/15/2024 | Gallagher Fiduciary Advisors LLC | 11,356 | $1.07M | 0.0% | -1.4% | 0.009% | |
2/14/2024 | Bennett Associates Wealth Management | 77,165 | $7.24M | 7.1% | N/A | 0.060% | |
2/14/2024 | Regal Investment Advisors LLC | 129,574 | $12.16M | 0.9% | +0.8% | 0.100% | |
2/14/2024 | XML Financial LLC | 108,013 | $10.13M | 1.1% | +3.6% | 0.083% | |
2/13/2024 | Envestnet Asset Management Inc. | 3,147,045 | $295.22M | 0.1% | -0.7% | 2.432% | |
2/13/2024 | Stephens Inc. AR | 80,592 | $7.56M | 0.1% | +0.2% | 0.062% | |
2/13/2024 | Cetera Advisor Networks LLC | 106,630 | $10.00M | 0.1% | -0.8% | 0.082% | |
2/13/2024 | Cornerstone Advisory LLC | 232,293 | $21.79M | 3.4% | -0.4% | 0.180% | |
2/13/2024 | Jones Financial Companies Lllp | 776 | $73K | 0.0% | N/A | 0.001% | |
2/13/2024 | Carolinas Wealth Consulting LLC | 622 | $59K | 0.0% | N/A | 0.000% | |
2/12/2024 | Goldstein Advisors LLC | 571,817 | $53.64M | 9.0% | +3.4% | 0.442% | |
2/12/2024 | Fiduciary Trust Co | 11,244 | $1.06M | 0.0% | -10.7% | 0.009% | |
2/12/2024 | Legacy Advisors LLC | 18,439 | $1.74M | 0.2% | -1.3% | 0.014% | |
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2/12/2024 | Stifel Financial Corp | 102,304 | $9.60M | 0.0% | +9.5% | 0.079% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 374,300 | $35.11M | 0.5% | +0.7% | 0.289% | |
2/12/2024 | 3Chopt Investment Partners LLC | 7,075 | $667K | 0.2% | N/A | 0.005% | |
2/12/2024 | Eaton Financial Holdings Company LLC | 52,375 | $4.91M | 1.2% | +1.1% | 0.040% | |
2/12/2024 | Parallel Advisors LLC | 497 | $47K | 0.0% | -87.2% | 0.000% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 35,639 | $3.34M | 0.3% | +1.6% | 0.028% | |
2/9/2024 | Johnson Financial Group Inc. | 2,918 | $275K | 0.0% | N/A | 0.002% | |
2/9/2024 | Advisory Services Network LLC | 5,316 | $499K | 0.0% | -8.1% | 0.004% | |
2/9/2024 | Orion Portfolio Solutions LLC | 778,197 | $72.95M | 0.8% | -7.5% | 0.601% | |
2/9/2024 | SageView Advisory Group LLC | 12,142 | $1.18M | 0.0% | -11.8% | 0.009% | |