4/26/2024 | Planned Solutions Inc. | 296,751 | $13.52M | 6.6% | +0.3% | 1.051% | |
4/26/2024 | Sage Rhino Capital LLC | 35,586 | $1.62M | 0.4% | +4.9% | 0.126% | |
4/25/2024 | Lodestar Private Asset Management LLC | 161,814 | $7.37M | 1.1% | +10.2% | 0.573% | |
4/25/2024 | Armor Investment Advisors LLC | 114,278 | $5.21M | 2.5% | +20.0% | 0.435% | |
4/25/2024 | Eudaimonia Partners LLC | 49,484 | $2.25M | 0.5% | -26.3% | 0.188% | |
4/25/2024 | Eudaimonia Advisors LLC | 48,565 | $2.21M | 1.2% | -8.0% | 0.185% | |
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4/24/2024 | Newbridge Financial Services Group Inc. | 770 | $35K | 0.0% | N/A | 0.003% | |
4/24/2024 | Spire Wealth Management | 39,251 | $1.79M | 0.1% | +33.7% | 0.149% | |
4/23/2024 | Global Retirement Partners LLC | 5,946 | $271K | 0.0% | +29.2% | 0.023% | |
4/23/2024 | LaFleur & Godfrey LLC | 5,838 | $266K | 0.0% | N/A | 0.022% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 95,106 | $4.33M | 0.0% | +54.5% | 0.362% | |
4/22/2024 | Echo Wealth Management LLC | 316,350 | $14.41M | 12.0% | +7.4% | 1.204% | |
4/22/2024 | Strategies Wealth Advisors LLC | 7,831 | $357K | 0.1% | N/A | 0.030% | |
4/22/2024 | Marmo Financial Group LLC | 55,911 | $2.55M | 1.5% | N/A | 0.213% | |
4/19/2024 | OMNI 360 Wealth Inc. | 21,570 | $983K | 0.8% | +51.5% | 0.082% | |
4/19/2024 | Evolution Wealth Advisors LLC | 66,141 | $3.01M | 0.6% | -4.4% | 0.252% | |
4/18/2024 | Narus Financial Partners LLC | 15,193 | $692K | 0.3% | +56.3% | 0.058% | |
4/18/2024 | Bridgewealth Advisory Group LLC | 67,982 | $3.10M | 1.5% | +494.1% | 0.259% | |
4/18/2024 | MorganRosel Wealth Management LLC | 55,331 | $2.52M | 0.9% | +165.5% | 0.211% | |
4/18/2024 | Scott Capital Advisors LLC | 333,930 | $15.11M | 4.6% | +15.8% | 1.271% | |
4/18/2024 | Mayfair Advisory Group LLC | 11,492 | $524K | 0.4% | +12.0% | 0.044% | |
4/17/2024 | Fiduciary Alliance LLC | 33,956 | $1.54M | 0.3% | +6.6% | 0.129% | |
4/16/2024 | Financial Management Professionals Inc. | 213,006 | $9.71M | 1.4% | -3.9% | 0.811% | |
4/16/2024 | Kathmere Capital Management LLC | 5,658 | $258K | 0.0% | N/A | 0.022% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 121,273 | $5.53M | 0.2% | +2.2% | 0.461% | |
4/15/2024 | Altus Wealth Management LLC | 29,707 | $1.35M | 0.7% | +84.7% | 0.113% | |
4/12/2024 | Capital Advisors Wealth Management LLC | 486,810 | $22.18M | 4.6% | +16.7% | 1.852% | |
4/11/2024 | Security Financial Services INC. | 6,301 | $287K | 0.1% | +6.2% | 0.024% | |
4/11/2024 | Cooper Financial Group | 27,736 | $1.26M | 0.2% | +21.8% | 0.106% | |
4/11/2024 | International Assets Investment Management LLC | 11,990 | $542K | 0.0% | -7.1% | 0.046% | |
4/10/2024 | Legacy Financial Strategies LLC | 5,701 | $260K | 0.1% | +9.4% | 0.022% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 31,618 | $1.44M | 0.0% | +5.9% | 0.255% | |
3/11/2024 | Red Mountain Financial LLC | 68,833 | $3.14M | 4.9% | N/A | 0.554% | |
2/14/2024 | Syverson Strege & Co | 73,650 | $3.36M | 1.3% | +3.6% | 0.593% | |
2/14/2024 | Visionary Wealth Advisors | 158,159 | $7.21M | 0.5% | +73.5% | 1.273% | |
2/13/2024 | Cornerstone Advisory LLC | 6,021 | $275K | 0.0% | -58.9% | 0.048% | |
2/12/2024 | Tradition Wealth Management LLC | 79,442 | $3.62M | 0.4% | +20.2% | 0.640% | |
2/12/2024 | Fortress Wealth Management Inc. | 225,136 | $10.27M | 5.6% | -2.0% | 1.813% | |
2/12/2024 | Focus Financial Network Inc. ADV | 220,501 | $10.12M | 0.4% | N/A | 1.775% | |
2/9/2024 | FMA Wealth Management LLC | 153,443 | $7.00M | 6.4% | N/A | 1.235% | |
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2/9/2024 | TBH Global Asset Management LLC | 109,333 | $4.99M | 1.0% | +165.2% | 0.880% | |
2/9/2024 | Certified Advisory Corp | 72,085 | $3.29M | 0.5% | +9.9% | 0.580% | |
2/9/2024 | CreativeOne Wealth LLC | 23,214 | $1.06M | 0.1% | -13.7% | 0.187% | |
2/9/2024 | Schneider Downs Wealth Management Advisors LP | 92,397 | $4.21M | 1.1% | -4.0% | 0.744% | |
2/8/2024 | Financial Advocates Investment Management | 6,618 | $332K | 0.0% | -45.7% | 0.053% | |
2/8/2024 | First Heartland Consultants Inc. | 47,560 | $2.17M | 0.3% | +14.0% | 0.383% | |
2/8/2024 | OMNI 360 Wealth Inc. | 14,237 | $649K | 0.6% | N/A | 0.115% | |
2/8/2024 | Kickstand Ventures LLC. | 100,059 | $4.56M | 1.3% | +43.8% | 0.806% | |
2/8/2024 | Eudaimonia Partners LLC | 67,104 | $3.06M | 0.8% | +20.3% | 0.540% | |
2/8/2024 | Janney Capital Management LLC | 54,654 | $2.49M | 0.2% | N/A | 0.440% | |
2/8/2024 | Janney Montgomery Scott LLC | 374,800 | $17.09M | 0.1% | +77.3% | 3.018% | |
2/8/2024 | D Orazio & Associates Inc. | 542,214 | $24.73M | 4.4% | +178.7% | 4.366% | |
2/8/2024 | Nordwand Advisors LLC | 183,375 | $8.36M | 2.2% | N/A | 1.476% | |
2/7/2024 | Avantax Advisory Services Inc. | 4,539 | $207K | 0.0% | N/A | 0.037% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 6,193 | $282K | 0.0% | N/A | 0.050% | |
2/7/2024 | JFS Wealth Advisors LLC | 4,200 | $192K | 0.0% | +12.0% | 0.034% | |
2/7/2024 | Econ Financial Services Corp | 52,792 | $2.41M | 1.7% | +19.7% | 0.425% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 67,214 | $3.07M | 0.1% | +33.3% | 0.541% | |
2/6/2024 | Family Asset Management LLC | 179,957 | $8.21M | 5.5% | -7.8% | 1.449% | |
2/6/2024 | Private Advisor Group LLC | 183,847 | $8.39M | 0.1% | +154.8% | 1.480% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 118,638 | $5.41M | 0.2% | +9.0% | 0.955% | |
2/6/2024 | Spire Wealth Management | 29,360 | $1.34M | 0.0% | +7.6% | 0.236% | |
2/6/2024 | Gallacher Capital Management LLC | 150,644 | $6.87M | 3.8% | -7.3% | 1.213% | |
2/6/2024 | TCG Advisory Services LLC | 47,366 | $2.16M | 0.1% | -6.3% | 0.381% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 264,870 | $12.08M | 0.6% | +12.2% | 2.133% | |
2/6/2024 | Axxcess Wealth Management LLC | 81,244 | $3.71M | 0.1% | +215.0% | 0.654% | |
2/6/2024 | Beacon Harbor Wealth Advisors Inc. | 38,063 | $1.74M | 0.5% | N/A | 0.306% | |
2/5/2024 | Cary Street Partners Asset Management LLC | 100,760 | $4.60M | 0.8% | +80.3% | 0.811% | |
2/5/2024 | Sage Rhino Capital LLC | 33,931 | $1.55M | 0.4% | -0.6% | 0.273% | |
2/5/2024 | Savant Capital LLC | 180,135 | $8.22M | 0.1% | +669.0% | 1.450% | |
2/5/2024 | Mather Group LLC. | 150,137 | $6.85M | 0.1% | +281.3% | 1.209% | |
2/5/2024 | Bridgewealth Advisory Group LLC | 11,443 | $522K | 0.4% | N/A | 0.092% | |
2/5/2024 | Blue Chip Partners LLC | 191,673 | $8.74M | 0.9% | +495.8% | 1.543% | |
2/5/2024 | Silver Oak Securities Incorporated | 22,884 | $1.04M | 0.1% | +9.3% | 0.184% | |
2/5/2024 | Magnus Financial Group LLC | 239,134 | $10.91M | 1.4% | +5.1% | 1.925% | |
2/5/2024 | Sargent Investment Group LLC | 8,534 | $389K | 0.1% | -5.0% | 0.069% | |
2/2/2024 | Delta Investment Management LLC | 14,690 | $670K | 0.2% | +41.4% | 0.118% | |
2/2/2024 | Heritage Financial Services LLC | 2,048,486 | $93.43M | 15.9% | +0.2% | 16.493% | |
2/2/2024 | Truist Financial Corp | 69,319 | $3.16M | 0.0% | +770.4% | 0.558% | |
2/2/2024 | Herold Advisors Inc. | 42,205 | $1.93M | 0.5% | +9.6% | 0.340% | |
2/2/2024 | Atria Wealth Solutions Inc. | 17,444 | $796K | 0.0% | N/A | 0.140% | |
2/1/2024 | Eudaimonia Advisors LLC | 52,760 | $2.41M | 1.6% | +2.2% | 0.425% | |
2/1/2024 | Burt Wealth Advisors | 5,681 | $259K | 0.1% | -67.4% | 0.046% | |
2/1/2024 | Diversified LLC | 385,051 | $17.56M | 3.8% | +3.5% | 3.100% | |
2/1/2024 | Legacy Financial Strategies LLC | 5,211 | $238K | 0.1% | -9.7% | 0.042% | |
2/1/2024 | Sigma Planning Corp | 18,711 | $853K | 0.1% | -50.9% | 0.151% | |
1/31/2024 | Evolution Wealth Advisors LLC | 69,186 | $3.16M | 0.6% | -2.5% | 0.557% | |
1/31/2024 | Paladin Advisory Group LLC | 78,475 | $3.58M | 3.0% | +5.5% | 0.632% | |
1/31/2024 | Western Wealth Management LLC | 16,620 | $758K | 0.1% | -19.1% | 0.134% | |
1/30/2024 | Signet Financial Management LLC | 5,401 | $246K | 0.0% | +8.5% | 0.043% | |
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1/29/2024 | Seascape Capital Management | 116,760 | $5.33M | 2.2% | +4.5% | 0.940% | |
1/29/2024 | NewEdge Wealth LLC | 11,650 | $531K | 0.0% | N/A | 0.094% | |
1/29/2024 | Lodestar Private Asset Management LLC | 146,838 | $6.70M | 1.0% | +16.9% | 1.182% | |
1/29/2024 | Perigon Wealth Management LLC | 10,909 | $498K | 0.0% | N/A | 0.088% | |
1/29/2024 | G&S Capital LLC | 4,487 | $205K | 0.1% | N/A | 0.036% | |
1/26/2024 | Indie Asset Partners LLC | 4,501 | $205K | 0.2% | N/A | 0.036% | |
1/26/2024 | Rainsberger Wealth Advisors Inc. | 156,212 | $7.13M | 3.9% | N/A | 1.258% | |
1/25/2024 | Bernardo Wealth Planning LLC | 124,214 | $5.67M | 1.8% | +23.1% | 1.000% | |
1/25/2024 | Narus Financial Partners LLC | 9,721 | $443K | 0.2% | N/A | 0.078% | |
1/25/2024 | Altus Wealth Management LLC | 16,086 | $734K | 0.4% | +4.0% | 0.130% | |