4/23/2024 | Precedent Wealth Partners LLC | 17,630 | $942K | 0.4% | -4.9% | 0.304% | |
4/22/2024 | Strategic Financial Concepts LLC | 45,884 | $2.45M | 0.6% | +30.8% | 0.791% | |
4/22/2024 | Edge Financial Advisors LLC | 35,093 | $1.88M | 1.7% | N/A | 0.605% | |
4/20/2024 | KWB Wealth | 138,838 | $7.42M | 1.0% | +1.7% | 2.394% | |
4/19/2024 | Teamwork Financial Advisors LLC | 4,551 | $243K | 0.0% | -12.0% | 0.078% | |
4/19/2024 | Accel Wealth Management | 15,255 | $815K | 0.3% | -8.0% | 0.263% | |
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4/18/2024 | BKM Wealth Management LLC | 13,116 | $701K | 0.3% | +2.1% | 0.226% | |
4/18/2024 | RHS Financial LLC | 107,179 | $5.73M | 3.3% | +2.0% | 1.848% | |
4/17/2024 | Trilogy Capital Inc. | 11,842 | $633K | 0.0% | -33.9% | 0.204% | |
4/16/2024 | Occidental Asset Management LLC | 21,765 | $1.16M | 0.2% | +3.2% | 0.375% | |
4/15/2024 | Signet Financial Management LLC | 14,001 | $748K | 0.1% | +77.4% | 0.241% | |
4/12/2024 | Global Assets Advisory LLC | 15,263 | $816K | 0.0% | N/A | 0.263% | |
4/11/2024 | RFG Advisory LLC | 5,847 | $312K | 0.0% | N/A | 0.101% | |
2/14/2024 | Visionary Wealth Advisors | 17,610 | $921K | 0.1% | +3.8% | 0.298% | |
2/12/2024 | Avestar Capital LLC | 27,099 | $1.42M | 0.2% | +34.3% | 0.459% | |
2/12/2024 | Focus Financial Network Inc. ADV | 16,787 | $878K | 0.0% | N/A | 0.285% | |
2/10/2024 | Linscomb & Williams Inc. | 169,129 | $8.84M | 0.5% | -6.1% | 2.867% | |
2/9/2024 | SAM Advisors LLC | 171,168 | $8.95M | 3.5% | +3.2% | 2.901% | |
2/9/2024 | CreativeOne Wealth LLC | 10,876 | $569K | 0.0% | -9.4% | 0.184% | |
2/9/2024 | Corient Private Wealth LLC | 207,815 | $10.87M | 0.0% | -9.1% | 3.522% | |
2/8/2024 | Kingsview Wealth Management LLC | 14,835 | $776K | 0.0% | +60.3% | 0.251% | |
2/8/2024 | Wade G W & Inc. | 128,646 | $6.73M | 0.2% | +1.0% | 2.180% | |
2/8/2024 | Schiavi & Co LLC | 45,065 | $2.36M | 1.0% | +403.8% | 0.764% | |
2/7/2024 | Avantax Advisory Services Inc. | 125,606 | $6.57M | 0.1% | +12.1% | 2.129% | |
2/7/2024 | Berger Financial Group Inc | 58,047 | $3.04M | 0.3% | -1.0% | 0.984% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 2,177 | $114K | 0.0% | -40.4% | 0.037% | |
2/7/2024 | Wealthspire Advisors LLC | 47,932 | $2.51M | 0.0% | -5.9% | 0.812% | |
2/6/2024 | EdgeRock Capital LLC | 7,899 | $411K | 0.3% | N/A | 0.134% | |
2/6/2024 | Lincoln National Corp | 6,300 | $329K | 0.0% | +7.7% | 0.107% | |
2/6/2024 | Private Advisor Group LLC | 23,483 | $1.23M | 0.0% | -13.5% | 0.398% | |
2/6/2024 | SYM FINANCIAL Corp | 2,955 | $155K | 0.0% | -11.0% | 0.050% | |
2/6/2024 | SRS Capital Advisors Inc. | 609 | $32K | 0.0% | N/A | 0.010% | |
2/6/2024 | First Horizon Advisors Inc. | 72,376 | $3.79M | 0.1% | -27.2% | 1.227% | |
2/5/2024 | Paradigm Financial Partners LLC | 8,710 | $455K | 0.1% | +17.2% | 0.148% | |
2/3/2024 | Cedar Point Capital Partners LLC | 24,314 | $1.27M | 1.1% | N/A | 0.412% | |
2/2/2024 | Atria Wealth Solutions Inc. | 38,069 | $1.99M | 0.0% | +58.9% | 0.645% | |
1/31/2024 | Slow Capital Inc. | 21,149 | $1.11M | 0.2% | -8.7% | 0.358% | |
1/30/2024 | Signet Financial Management LLC | 7,894 | $413K | 0.1% | +76.6% | 0.134% | |
1/26/2024 | Cerity Partners LLC | 180,678 | $9.45M | 0.0% | -1.6% | 3.062% | |
1/24/2024 | Stratos Wealth Partners LTD. | 4,504 | $236K | 0.0% | -18.4% | 0.076% | |
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1/24/2024 | Allworth Financial LP | 24,483 | $1.28M | 0.0% | -4.6% | 0.415% | |
1/24/2024 | Private Trust Co. NA | 787 | $41K | 0.0% | -37.0% | 0.013% | |
1/24/2024 | Walkner Condon Financial Advisors LLC | 5,771 | $302K | 0.1% | N/A | 0.098% | |
1/22/2024 | Wolf Group Capital Advisors | 42,050 | $2.12M | 1.0% | +5.9% | 0.713% | |
1/19/2024 | AdvisorNet Financial Inc | 1,046 | $55K | 0.0% | -26.3% | 0.018% | |
1/19/2024 | Sharkey Howes & Javer | 18,173 | $950K | 0.2% | -15.3% | 0.308% | |
1/19/2024 | Teamwork Financial Advisors LLC | 5,171 | $270K | 0.0% | -46.2% | 0.088% | |
1/19/2024 | Occidental Asset Management LLC | 21,098 | $1.10M | 0.2% | +1.1% | 0.358% | |
1/18/2024 | Strategic Financial Concepts LLC | 35,075 | $1.83M | 1.1% | -20.9% | 0.594% | |
1/18/2024 | Precedent Wealth Partners LLC | 18,547 | $970K | 0.5% | N/A | 0.314% | |
1/18/2024 | Accel Wealth Management | 16,577 | $867K | 0.4% | +16.5% | 0.281% | |
1/18/2024 | RHS Financial LLC | 105,093 | $5.50M | 3.5% | +8.2% | 1.781% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 15,998 | $837K | 0.0% | -9.5% | 0.271% | |
1/16/2024 | Raymond James & Associates | 58,249 | $3.05M | 0.0% | -5.0% | 0.987% | |
1/12/2024 | Empirical Asset Management LLC | 29,914 | $1.56M | 1.3% | -1.6% | 0.507% | |
1/12/2024 | Trilogy Capital Inc. | 17,919 | $937K | 0.1% | N/A | 0.304% | |
1/11/2024 | Amplius Wealth Advisors LLC | 165,866 | $8.67M | 1.0% | -69.2% | 2.811% | |
1/11/2024 | Bond & Devick Financial Network Inc. | 13,264 | $694K | 0.4% | +26.4% | 0.225% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 6,307 | $329K | 0.0% | -3.2% | 0.107% | |
1/11/2024 | KWB Wealth | 136,467 | $7.14M | 1.0% | +58.1% | 2.313% | |
1/11/2024 | BKM Wealth Management LLC | 12,846 | $672K | 0.0% | N/A | 0.218% | |
1/9/2024 | Daymark Wealth Partners LLC | 7,926 | $414K | 0.0% | -28.1% | 0.134% | |
1/8/2024 | RVW Wealth LLC | 3,851 | $201K | 0.0% | -20.6% | 0.065% | |
1/8/2024 | Richard P Slaughter Associates Inc | 11,969 | $626K | 0.2% | +7.8% | 0.203% | |
12/11/2023 | Headinvest LLC | 1,405 | $70K | 0.0% | N/A | 0.024% | |
11/16/2023 | Advisors Capital Management LLC | 43,094 | $2.17M | 0.1% | N/A | 0.730% | |
11/15/2023 | Townsquare Capital LLC | 77,144 | $3.89M | 0.1% | +178.8% | 1.308% | |
11/15/2023 | Shepherd Kaplan Krochuk LLC | 36,990 | $1.86M | 1.6% | -3.8% | 0.627% | |
11/14/2023 | Tiemann Investment Advisors LLC | 28,363 | $1.43M | 0.8% | +5.9% | 0.481% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 7,312 | $368K | 0.0% | -19.3% | 0.124% | |
11/13/2023 | Visionary Wealth Advisors | 16,970 | $855K | 0.1% | +18.3% | 0.288% | |
11/13/2023 | LPL Financial LLC | 210,298 | $10.59M | 0.0% | +16.1% | 3.564% | |
11/9/2023 | SAM Advisors LLC | 165,873 | $8.36M | 3.6% | -0.5% | 2.811% | |
11/9/2023 | Citigroup Inc. | 55,186 | $2.78M | 0.0% | -0.7% | 0.935% | |
11/8/2023 | Wade G W & Inc. | 127,381 | $6.42M | 0.2% | -11.3% | 2.159% | |
11/8/2023 | Atria Wealth Solutions Inc. | 23,963 | $1.21M | 0.0% | N/A | 0.406% | |
11/8/2023 | Avantax Advisory Services Inc. | 112,081 | $5.65M | 0.1% | N/A | 1.900% | |
11/8/2023 | Strategic Financial Concepts LLC | 44,344 | $2.23M | 0.8% | +12.7% | 0.752% | |
11/7/2023 | Kingsview Wealth Management LLC | 9,253 | $466K | 0.0% | +51.3% | 0.157% | |
11/7/2023 | Security Financial Services INC. | 5,325 | $268K | 0.1% | N/A | 0.090% | |
11/6/2023 | Wealthspire Advisors LLC | 50,945 | $2.57M | 0.0% | N/A | 0.863% | |
11/6/2023 | Lincoln National Corp | 5,850 | $295K | 0.0% | -35.3% | 0.099% | |
11/4/2023 | Corient Private Wealth LLC | 228,683 | $11.52M | 0.0% | -31.1% | 3.876% | |
11/3/2023 | Berger Financial Group Inc | 58,658 | $2.96M | 0.3% | -2.5% | 0.994% | |
11/3/2023 | KCS Wealth Advisory | 12,340 | $622K | 0.3% | -48.3% | 0.209% | |
11/2/2023 | Crumly & Associates Inc. | 86,680 | $4.37M | 1.7% | +6.9% | 1.469% | |
10/31/2023 | Allworth Financial LP | 25,669 | $1.29M | 0.0% | -7.3% | 0.435% | |
10/31/2023 | Teamwork Financial Advisors LLC | 9,605 | $484K | 0.1% | -93.0% | 0.163% | |
10/31/2023 | Sharkey Howes & Javer | 21,464 | $1.08M | 0.2% | -32.0% | 0.364% | |
10/30/2023 | MorganRosel Wealth Management LLC | 9,355 | $471K | 0.2% | N/A | 0.159% | |
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10/27/2023 | First Horizon Advisors Inc. | 99,451 | $5.01M | 0.2% | +8.3% | 1.686% | |
10/25/2023 | Signet Financial Management LLC | 4,470 | $225K | 0.0% | N/A | 0.076% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 17,681 | $891K | 0.0% | +58.0% | 0.300% | |
10/24/2023 | Raymond James & Associates | 61,287 | $3.09M | 0.0% | +20.0% | 1.039% | |
10/24/2023 | RHS Financial LLC | 97,098 | $4.89M | 3.4% | +1.6% | 1.646% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 8,158 | $411K | 0.0% | -86.7% | 0.138% | |
10/23/2023 | RMR Wealth Builders | 6,503 | $328K | 0.1% | N/A | 0.110% | |
10/23/2023 | Commonwealth Equity Services LLC | 42,939 | $2.16M | 0.0% | +11.0% | 0.728% | |
10/20/2023 | Avestar Capital LLC | 20,173 | $1.02M | 0.1% | +274.4% | 0.342% | |
10/20/2023 | Slow Capital Inc. | 23,168 | $1.17M | 0.2% | -9.7% | 0.393% | |