4/23/2024 | Raymond James Financial Services Advisors Inc. | 15,136 | $1.50M | 0.0% | -1.1% | 0.388% | |
4/20/2024 | KWB Wealth | 14,270 | $1.42M | 0.2% | -3.1% | 0.366% | |
4/17/2024 | Trilogy Capital Inc. | 119,513 | $11.85M | 0.7% | -5.0% | 3.064% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 69,406 | $6.88M | 0.2% | +36.0% | 1.780% | |
4/9/2024 | Richard P Slaughter Associates Inc | 12,654 | $1.26M | 0.3% | -2.4% | 0.326% | |
4/8/2024 | RVW Wealth LLC | 76,656 | $7.60M | 0.8% | -16.3% | 1.976% | |
|
4/1/2024 | Appleton Partners Inc. MA | 87,745 | $8.70M | 0.7% | +0.4% | 2.261% | |
2/12/2024 | Goldstein Advisors LLC | 219,216 | $20.14M | 3.4% | +1.5% | 5.650% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 23,428 | $2.15M | 0.0% | +18.7% | 0.604% | |
2/9/2024 | EverSource Wealth Advisors LLC | 2,018 | $185K | 0.0% | N/A | 0.052% | |
2/9/2024 | Journey Strategic Wealth LLC | 48,181 | $4.43M | 0.2% | +5.2% | 1.242% | |
2/9/2024 | CreativeOne Wealth LLC | 159,680 | $14.67M | 0.9% | -35.2% | 4.115% | |
2/9/2024 | Thoroughbred Financial Services LLC | 6,927 | $636K | 0.1% | +1.6% | 0.179% | |
2/8/2024 | Cosner Financial Group LLC | 6,439 | $592K | 0.5% | N/A | 0.166% | |
2/7/2024 | Principal Securities Inc. | 500 | $46K | 0.0% | N/A | 0.013% | |
2/7/2024 | Sanctuary Wealth Management L.L.C. | 2,275 | $209K | 0.2% | +21.3% | 0.059% | |
2/6/2024 | N.E.W. Advisory Services LLC | 34,084 | $3.13M | 0.4% | +134.9% | 0.878% | |
2/6/2024 | Private Advisor Group LLC | 14,254 | $1.31M | 0.0% | +11.8% | 0.367% | |
2/6/2024 | Gallacher Capital Management LLC | 14,926 | $1.37M | 0.8% | +2.0% | 0.385% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 670 | $62K | 0.0% | +169.1% | 0.017% | |
2/5/2024 | LWM Advisory Services LLC | 16,179 | $1.49M | 1.3% | +4.2% | 0.417% | |
2/2/2024 | Atria Wealth Solutions Inc. | 9,863 | $906K | 0.0% | -4.8% | 0.254% | |
2/1/2024 | 1900 Wealth Management LLC | 55,191 | $5.07M | 0.5% | -16.9% | 1.422% | |
1/29/2024 | Aspire Capital Advisors LLC | 34,512 | $3.17M | 1.3% | +6.1% | 0.889% | |
1/29/2024 | Adamsbrown Wealth Consultants LLC | 6,174 | $567K | 0.2% | -55.5% | 0.159% | |
1/26/2024 | Cerity Partners LLC | 673,821 | $61.91M | 0.1% | -1.5% | 17.367% | |
1/24/2024 | Stratos Wealth Partners LTD. | 14,016 | $1.29M | 0.0% | -8.2% | 0.361% | |
1/18/2024 | Global Retirement Partners LLC | 1,872 | $169K | 0.0% | -33.3% | 0.048% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 15,300 | $1.41M | 0.0% | -7.4% | 0.394% | |
1/12/2024 | Empirical Asset Management LLC | 12,272 | $1.13M | 0.9% | -1.5% | 0.316% | |
1/12/2024 | CIC Wealth LLC | 4,667 | $429K | 0.1% | N/A | 0.120% | |
1/12/2024 | Trilogy Capital Inc. | 125,826 | $11.56M | 0.7% | -9.6% | 3.243% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 51,045 | $4.64M | 0.2% | +19.2% | 1.316% | |
1/11/2024 | KWB Wealth | 14,730 | $1.35M | 0.2% | N/A | 0.380% | |
1/10/2024 | Wayfinding Financial LLC | 23,113 | $2.12M | 1.4% | -0.8% | 0.596% | |
1/8/2024 | RVW Wealth LLC | 91,565 | $8.41M | 0.9% | -4.7% | 2.360% | |
1/8/2024 | Richard P Slaughter Associates Inc | 12,966 | $1.19M | 0.3% | -14.3% | 0.334% | |
1/5/2024 | Apella Capital LLC | 13,932 | $1.26M | 0.1% | -21.0% | 0.359% | |
1/2/2024 | Appleton Partners Inc. MA | 87,405 | $8.03M | 0.6% | +4.0% | 2.253% | |
11/16/2023 | Harbour Investments Inc. | 6,404 | $536K | 0.0% | +5,281.5% | 0.165% | |
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11/13/2023 | Gallacher Capital Management LLC | 14,635 | $1.22M | 0.8% | -4.9% | 0.377% | |
11/13/2023 | LPL Financial LLC | 234,199 | $19.59M | 0.0% | +10.1% | 6.036% | |
11/13/2023 | Kestra Advisory Services LLC | 22,004 | $1.84M | 0.0% | +68.6% | 0.567% | |
11/8/2023 | Choreo LLC | 9,899 | $828K | 0.0% | -10.8% | 0.255% | |
11/8/2023 | HighTower Advisors LLC | 282,605 | $23.66M | 0.0% | +5.7% | 7.284% | |
11/8/2023 | Journey Strategic Wealth LLC | 45,808 | $3.83M | 0.2% | N/A | 1.181% | |
11/8/2023 | Atria Wealth Solutions Inc. | 10,363 | $867K | 0.0% | +3.1% | 0.267% | |
11/6/2023 | N.E.W. Advisory Services LLC | 14,508 | $1.21M | 0.2% | N/A | 0.374% | |
11/4/2023 | Aspire Private Capital LLC | 299 | $25K | 0.0% | -69.1% | 0.008% | |
11/3/2023 | Private Advisor Group LLC | 12,750 | $1.07M | 0.0% | +6.1% | 0.329% | |
11/2/2023 | Wayfinding Financial LLC | 23,309 | $1.92M | 1.5% | -3.0% | 0.601% | |
11/2/2023 | LWM Advisory Services LLC | 15,521 | $1.30M | 1.4% | -59.3% | 0.400% | |
10/30/2023 | Sanctuary Wealth Management L.L.C. | 1,876 | $157K | 0.2% | +237.4% | 0.048% | |
10/24/2023 | Aspire Capital Advisors LLC | 32,533 | $2.72M | 1.2% | +3.0% | 0.838% | |
10/24/2023 | Adamsbrown Wealth Consultants LLC | 13,871 | $1.16M | 0.6% | -88.9% | 0.358% | |
10/24/2023 | Stratos Wealth Partners LTD. | 15,275 | $1.28M | 0.0% | +2.1% | 0.394% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 16,519 | $1.38M | 0.0% | -0.8% | 0.426% | |
10/24/2023 | Raymond James & Associates | 3,845 | $322K | 0.0% | +28.0% | 0.099% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 19,732 | $1.65M | 0.0% | +24.9% | 0.509% | |
10/23/2023 | Commonwealth Equity Services LLC | 19,140 | $1.60M | 0.0% | +9.6% | 0.493% | |
10/18/2023 | Goldstein Advisors LLC | 215,946 | $18.06M | 3.7% | +4.8% | 5.566% | |
10/17/2023 | CreativeOne Wealth LLC | 246,487 | $20.62M | 1.5% | -30.6% | 6.353% | |
10/17/2023 | 1900 Wealth Management LLC | 66,417 | $5.56M | 0.6% | -2.2% | 1.712% | |
10/16/2023 | Trilogy Capital Inc. | 139,265 | $11.65M | 0.8% | -1.6% | 3.589% | |
10/13/2023 | Global Retirement Partners LLC | 2,805 | $230K | 0.0% | +2,546.2% | 0.072% | |
10/12/2023 | RVW Wealth LLC | 96,108 | $8.04M | 1.0% | -2.3% | 2.477% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 42,809 | $3.58M | 0.2% | +527.2% | 1.103% | |
10/10/2023 | Apella Capital LLC | 17,626 | $1.47M | 0.1% | -1.2% | 0.454% | |
10/10/2023 | Richard P Slaughter Associates Inc | 15,132 | $1.27M | 0.3% | -11.1% | 0.390% | |
10/3/2023 | Appleton Partners Inc. MA | 84,011 | $7.03M | 0.6% | +0.3% | 2.165% | |
8/16/2023 | CreativeOne Wealth LLC | 355,243 | $31.37M | 1.4% | -1.1% | 9.156% | |
8/14/2023 | Cerity Partners LLC | 794,737 | $70.17M | 0.3% | N/A | 20.483% | |
8/11/2023 | Kestra Advisory Services LLC | 13,052 | $1.15M | 0.0% | -50.0% | 0.336% | |
8/10/2023 | GeoWealth Management LLC | 58,639 | $5.18M | 0.6% | -63.3% | 1.511% | |
8/10/2023 | Commonwealth Equity Services LLC | 17,469 | $1.54M | 0.0% | +4.0% | 0.450% | |
8/10/2023 | Private Advisor Group LLC | 12,013 | $1.09M | 0.0% | +15.5% | 0.310% | |
8/9/2023 | Flow Traders U.S. LLC | 4,490 | $396K | 0.0% | N/A | 0.116% | |
8/7/2023 | LWM Advisory Services LLC | 38,162 | $3.37M | 3.6% | +30.4% | 0.984% | |
8/4/2023 | Choreo LLC | 11,093 | $979K | 0.0% | -53.8% | 0.286% | |
8/3/2023 | Atria Wealth Solutions Inc. | 10,048 | $887K | 0.0% | +4.5% | 0.259% | |
8/3/2023 | Dynamic Advisor Solutions LLC | 6,825 | $603K | 0.0% | -42.9% | 0.176% | |
8/1/2023 | Empirical Asset Management LLC | 12,601 | $1.11M | 1.0% | +4.5% | 0.325% | |
7/31/2023 | LPL Financial LLC | 212,708 | $18.78M | 0.0% | -0.1% | 5.482% | |
7/31/2023 | Wayfinding Financial LLC | 24,027 | $2.18M | 1.5% | -2.5% | 0.619% | |
7/27/2023 | Aspire Wealth Management Corp | 1,112 | $98K | 0.1% | N/A | 0.029% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 16,645 | $1.47M | 0.0% | -14.7% | 0.416% | |
7/25/2023 | Raymond James & Associates | 3,005 | $265K | 0.0% | N/A | 0.075% | |
7/25/2023 | Sanctuary Wealth Management L.L.C. | 556 | $49K | 0.1% | N/A | 0.014% | |
7/24/2023 | Trilogy Capital Inc. | 141,543 | $12.86M | 0.8% | -3.6% | 3.539% | |
7/21/2023 | Goldstein Advisors LLC | 206,018 | $18.19M | 3.8% | +2.5% | 5.150% | |
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7/21/2023 | 1900 Wealth Management LLC | 67,889 | $5.99M | 0.6% | -13.1% | 1.697% | |
7/18/2023 | Stratos Wealth Partners LTD. | 14,966 | $1.32M | 0.0% | +175.9% | 0.374% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 15,798 | $1.40M | 0.0% | -45.1% | 0.395% | |
7/12/2023 | Adamsbrown Wealth Consultants LLC | 124,724 | $11.01M | 5.8% | +28.4% | 3.118% | |
7/10/2023 | Appleton Partners Inc. MA | 83,731 | $7.39M | 0.6% | -0.8% | 2.093% | |
7/7/2023 | Richard P Slaughter Associates Inc | 17,019 | $1.50M | 0.4% | -3.0% | 0.425% | |
7/7/2023 | RVW Wealth LLC | 98,346 | $8.68M | 1.0% | -4.3% | 2.459% | |
7/6/2023 | Apella Capital LLC | 17,846 | $1.58M | 0.1% | N/A | 0.446% | |
5/12/2023 | GeoWealth Management LLC | 159,798 | $13.71M | 1.6% | +6.0% | 4.227% | |
5/12/2023 | Gallacher Capital Management LLC | 15,005 | $1.29M | 0.8% | -3.4% | 0.397% | |