7/26/2024 | WealthShield Partners LLC | 47,731 | $4.10M | 0.6% | +3.8% | 0.129% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 5,294 | $455K | 0.1% | -7.2% | 0.014% | |
7/26/2024 | Integrity Wealth Solutions LLC | 50,440 | $4.33M | 2.8% | +5.9% | 0.136% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 80,336 | $6.90M | 0.2% | -12.0% | 0.217% | |
7/26/2024 | Verdence Capital Advisors LLC | 4,365 | $375K | 0.0% | -41.0% | 0.012% | |
7/26/2024 | Ackerman Capital Advisors LLC | 3,687 | $317K | 0.1% | +6.6% | 0.010% | |
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7/26/2024 | Bristlecone Advisors LLC | 30,269 | $2.60M | 0.2% | +7.8% | 0.082% | |
7/26/2024 | Salomon & Ludwin LLC | 5,966 | $512K | 0.1% | +5.7% | 0.016% | |
7/25/2024 | First Heartland Consultants Inc. | 4,508 | $387K | 0.0% | -4.9% | 0.012% | |
7/25/2024 | Forbes Financial Planning Inc. | 104,052 | $8.93M | 7.0% | +2.7% | 0.281% | |
7/24/2024 | McAdam LLC | 72,541 | $6.23M | 0.4% | -1.8% | 0.196% | |
7/24/2024 | Family Firm Inc. | 789 | $68K | 0.0% | N/A | 0.002% | |
7/24/2024 | Diversified LLC | 51,879 | $4.45M | 0.5% | +0.5% | 0.140% | |
7/24/2024 | &PARTNERS | 8,431 | $724K | 0.0% | N/A | 0.023% | |
7/23/2024 | Geneos Wealth Management Inc. | 39,330 | $3.38M | 0.1% | +3.0% | 0.106% | |
7/23/2024 | Atlas Brown Inc. | 7,919 | $680K | 0.2% | -16.2% | 0.021% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 42,209 | $3.62M | 0.2% | -1.0% | 0.114% | |
7/22/2024 | Atria Wealth Solutions Inc. | 20,926 | $1.80M | 0.0% | -1.0% | 0.057% | |
7/22/2024 | Centennial Wealth Advisory LLC | 11,844 | $1.02M | 0.4% | +9.5% | 0.032% | |
7/22/2024 | Krilogy Financial LLC | 261,546 | $22.46M | 1.7% | +0.2% | 0.707% | |
7/22/2024 | CarsonAllaria Wealth Management Ltd. | 34,632 | $2.97M | 1.8% | -0.7% | 0.094% | |
7/22/2024 | Focus Financial Network Inc. | 27,752 | $2.58M | 0.1% | -2.7% | 0.075% | |
7/22/2024 | Denver Wealth Management Inc. | 24,636 | $2.12M | 1.1% | -62.2% | 0.067% | |
7/22/2024 | Dakota Wealth Management | 64,735 | $5.56M | 0.1% | -10.8% | 0.175% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 142,195 | $12.21M | 0.0% | +16.9% | 0.384% | |
7/19/2024 | Tiller Private Wealth Inc. | 5,635 | $484K | 0.2% | +2.0% | 0.015% | |
7/19/2024 | MONECO Advisors LLC | 45,866 | $3.94M | 0.6% | +3.1% | 0.124% | |
7/19/2024 | Pacific Sun Financial Corp | 55,813 | $4.79M | 2.8% | -0.7% | 0.151% | |
7/19/2024 | Raymond James & Associates | 17,620 | $1.51M | 0.0% | +30.0% | 0.048% | |
7/19/2024 | Marietta Wealth Management LLC | 66,385 | $5.70M | 0.9% | +13.2% | 0.179% | |
7/19/2024 | ERTS Wealth Advisors LLC | 223,411 | $19.18M | 3.9% | +2.1% | 0.604% | |
7/18/2024 | Foster Victor Wealth Advisors LLC | 7,494 | $704K | 0.1% | -4.7% | 0.020% | |
7/18/2024 | Gradient Investments LLC | 3,000 | $258K | 0.0% | +1,675.1% | 0.008% | |
7/18/2024 | Brookstone Capital Management | 27,815 | $2.58M | 0.0% | +420.1% | 0.075% | |
7/18/2024 | Baker Tilly Wealth Management LLC | 6,046 | $519K | 0.2% | +31.0% | 0.016% | |
7/18/2024 | Portside Wealth Group LLC | 52,607 | $4.52M | 0.9% | +91.3% | 0.142% | |
7/17/2024 | Financial Strategies Group Inc. | 69,513 | $5.91M | 1.5% | -0.7% | 0.188% | |
7/17/2024 | Comprehensive Financial Consultants Institutional Inc. | 6,614 | $568K | 0.2% | +4.8% | 0.018% | |
7/17/2024 | ERn Financial LLC | 75,650 | $6.50M | 1.1% | +35.8% | 0.204% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 5,911 | $507K | 0.0% | -2.8% | 0.016% | |
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7/16/2024 | Bill Few Associates Inc. | 2,453 | $211K | 0.1% | N/A | 0.007% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 66,993 | $5.75M | 0.0% | +24.1% | 0.181% | |
7/15/2024 | Diligent Investors LLC | 19,186 | $1.65M | 0.4% | -3.3% | 0.052% | |
7/15/2024 | Occidental Asset Management LLC | 9,492 | $815K | 0.1% | -4.4% | 0.026% | |
7/13/2024 | Inspirion Wealth Advisors LLC | 8,080 | $694K | 0.1% | -2.1% | 0.022% | |
7/12/2024 | Ignite Planners LLC | 18,884 | $1.61M | 0.4% | +8.9% | 0.051% | |
7/12/2024 | Diversify Advisory Services LLC | 13,102 | $1.11M | 0.1% | +58.1% | 0.035% | |
7/11/2024 | Strategic Advocates LLC | 25,524 | $2.19M | 0.9% | -29.3% | 0.069% | |
7/11/2024 | Stillwater Capital Advisors LLC | 21,675 | $1.86M | 0.3% | -1.2% | 0.059% | |
7/10/2024 | Csenge Advisory Group | 158,048 | $13.57M | 0.8% | -10.1% | 0.427% | |
7/10/2024 | CWM LLC | 36,872 | $3.17M | 0.0% | +3.8% | 0.100% | |
7/10/2024 | Fiduciary Alliance LLC | 7,290 | $626K | 0.1% | -12.8% | 0.020% | |
7/9/2024 | Fragasso Financial Advisors Inc | 46,948 | $4.03M | 0.3% | -5.2% | 0.127% | |
7/9/2024 | Mather Group LLC. | 126,141 | $11.00M | 0.1% | -0.3% | 0.341% | |
7/8/2024 | Sugarloaf Wealth Management LLC | 34,320 | $2.95M | 0.6% | +0.5% | 0.093% | |
7/8/2024 | Quent Capital LLC | 27,533 | $2.36M | 0.3% | +57.4% | 0.074% | |
7/2/2024 | Waller Financial Planning Group Inc. | 49,959 | $4.29M | 1.2% | +0.6% | 0.135% | |
7/1/2024 | Confluence Investment Management LLC | 235,926 | $20.26M | 0.3% | -2.7% | 0.638% | |
7/1/2024 | Michael S. Ryan Inc. | 35,341 | $3.03M | 2.3% | N/A | 0.096% | |
6/28/2024 | Quent Capital LLC | 17,492 | $1.53M | 0.2% | -19.8% | 0.047% | |
6/13/2024 | Mosaic Family Wealth Partners LLC | 11,641 | $1.02M | 0.2% | +10.2% | 0.031% | |
5/24/2024 | Cetera Advisor Networks LLC | 181,876 | $15.87M | 0.1% | +8.6% | 0.492% | |
5/24/2024 | Cetera Advisors LLC | 8,169 | $713K | 0.0% | +4.2% | 0.022% | |
5/24/2024 | Cetera Investment Advisers | 192,062 | $16.75M | 0.0% | N/A | 0.519% | |
5/22/2024 | Burney Co. | 25,098 | $2.19M | 0.1% | +16.8% | 0.068% | |
5/22/2024 | Second Line Capital LLC | 5,448 | $475K | 0.2% | -14.9% | 0.015% | |
5/21/2024 | Atria Investments Inc | 16,428 | $1.43M | 0.0% | +6.4% | 0.044% | |
5/21/2024 | LRI Investments LLC | 10,000 | $868K | 0.1% | N/A | 0.027% | |
5/17/2024 | New Covenant Trust Company N.A. | 337 | $29K | 0.0% | N/A | 0.001% | |
5/16/2024 | Redwood Investment Management LLC | 215,939 | $18.86M | 1.8% | -27.7% | 0.572% | |
5/15/2024 | Flow Traders U.S. LLC | 38,464 | $3.36M | 0.2% | N/A | 0.102% | |
5/15/2024 | LRI Investments LLC | 10,000 | $868K | 0.1% | N/A | 0.026% | |
5/15/2024 | Quadrature Capital Ltd | 5,028 | $438K | 0.0% | N/A | 0.013% | |
5/14/2024 | EP Wealth Advisors LLC | 2,339 | $204K | 0.0% | -24.6% | 0.006% | |
5/14/2024 | CreativeOne Wealth LLC | 10,364 | $904K | 0.0% | -13.9% | 0.027% | |
5/14/2024 | Commonwealth Financial Services LLC | 5,180 | $433K | 0.1% | +22.7% | 0.014% | |
5/13/2024 | Shakespeare Wealth Management LLC | 129,652 | $11.31M | 3.3% | +0.7% | 0.343% | |
5/13/2024 | Signature Estate & Investment Advisors LLC | 91,317 | $7.97M | 0.2% | -85.8% | 0.242% | |
5/10/2024 | Osaic Holdings Inc. | 291,853 | $25.46M | 0.1% | +80.3% | 0.773% | |
5/10/2024 | Blue Barn Wealth LLC | 50,739 | $4.43M | 2.5% | +0.4% | 0.134% | |
5/10/2024 | Connors Investor Services Inc. | 7,661 | $668K | 0.1% | N/A | 0.020% | |
5/10/2024 | TIAA Trust National Association | 134,478 | $11.73M | 0.0% | +1.2% | 0.356% | |
5/9/2024 | Barden Capital Management Inc. | 19,230 | $1.68M | 1.6% | -25.7% | 0.051% | |
5/9/2024 | Blair William & Co. IL | 2,371 | $207K | 0.0% | +6.1% | 0.006% | |
5/8/2024 | Baltimore Washington Financial Advisors Inc. | 6,844 | $597K | 0.0% | +7.4% | 0.018% | |
5/8/2024 | Winthrop Capital Management LLC | 9,196 | $802K | 0.4% | -7.3% | 0.024% | |
5/8/2024 | Avantax Advisory Services Inc. | 29,853 | $2.60M | 0.0% | +126.6% | 0.079% | |
5/8/2024 | O Dell Group LLC | 83,052 | $7.25M | 1.8% | +16,477.2% | 0.220% | |
5/7/2024 | Capital Square LLC | 18,473 | $1.61M | 1.1% | N/A | 0.049% | |
5/7/2024 | NorthRock Partners LLC | 277,771 | $24.23M | 2.1% | -5.0% | 0.736% | |
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5/7/2024 | Fiduciary Family Office LLC | 2,608 | $227K | 0.1% | -13.3% | 0.007% | |
5/7/2024 | WealthPLAN Partners LLC | 4,103 | $358K | 0.0% | N/A | 0.011% | |
5/7/2024 | Horizon Investment Services LLC | 3,505 | $306K | 0.1% | -13.0% | 0.009% | |
5/7/2024 | CarsonAllaria Wealth Management Ltd. | 34,873 | $3.04M | 1.9% | +30.0% | 0.092% | |
5/7/2024 | TAGStone Capital Inc. | 13,894 | $1.21M | 0.7% | +10.3% | 0.037% | |
5/7/2024 | Motive Wealth Advisors | 9,270 | $809K | 0.5% | +95.5% | 0.025% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 6,084 | $531K | 0.0% | -7.9% | 0.016% | |
5/6/2024 | Kades & Cheifetz LLC | 101,956 | $8.89M | 5.7% | +0.5% | 0.270% | |
5/4/2024 | Geneos Wealth Management Inc. | 38,203 | $3.33M | 0.2% | +17.1% | 0.101% | |
5/4/2024 | Csenge Advisory Group | 175,780 | $15.33M | 0.9% | -1.8% | 0.466% | |