4/26/2024 | Clear Creek Financial Management LLC | 20,543 | $1.59M | 0.2% | -3.2% | 0.032% | |
4/26/2024 | Verdence Capital Advisors LLC | 4,463 | $346K | 0.0% | -4.6% | 0.007% | |
4/25/2024 | Professional Financial Advisors LLC | 25,646 | $1.99M | 0.6% | -79.7% | 0.040% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 61,682 | $4.78M | 0.0% | -4.9% | 0.095% | |
4/24/2024 | Fulcrum Equity Management | 5,880 | $456K | 0.5% | -64.5% | 0.009% | |
4/24/2024 | Spire Wealth Management | 85,255 | $6.61M | 0.3% | +12.7% | 0.132% | |
|
4/23/2024 | Milestone Asset Management LLC | 57,693 | $4.47M | 1.3% | -36.3% | 0.089% | |
4/23/2024 | Strategic Blueprint LLC | 3,293 | $255K | 0.0% | -26.8% | 0.005% | |
4/23/2024 | Genesee Capital Advisors LLC | 2,719 | $211K | 0.1% | N/A | 0.004% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 36,550 | $2.83M | 0.2% | +135.9% | 0.056% | |
4/19/2024 | Marshall Financial Group LLC | 11,022 | $854K | 0.2% | -3.8% | 0.017% | |
4/19/2024 | Wealthstar Advisors LLC | 5,644 | $438K | 0.2% | -6.2% | 0.009% | |
4/17/2024 | Founders Financial Securities LLC | 4,130 | $320K | 0.0% | +6.5% | 0.006% | |
4/16/2024 | Toth Financial Advisory Corp | 142,644 | $11.06M | 1.4% | -14.2% | 0.220% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 14,656 | $1.14M | 0.0% | -8.0% | 0.023% | |
4/15/2024 | Sinecera Capital LLC | 16,489 | $1.28M | 1.8% | -84.7% | 0.025% | |
4/15/2024 | Sovereign Financial Group Inc. | 20,007 | $1.55M | 0.4% | N/A | 0.031% | |
4/15/2024 | Brookstone Capital Management | 245,080 | $19.00M | 0.3% | -12.1% | 0.379% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 47,329 | $3.67M | 0.4% | -13.7% | 0.073% | |
4/11/2024 | GenWealth Group Inc. | 82,924 | $6.43M | 1.6% | +4.1% | 0.109% | |
4/11/2024 | Unique Wealth LLC | 169,434 | $13.14M | 3.7% | +1.8% | 0.223% | |
4/11/2024 | Executive Wealth Group LLC | 25,200 | $1.83M | 0.4% | +200.0% | 0.033% | |
3/6/2024 | SageView Advisory Group LLC | 30,669 | $2.00M | 0.1% | N/A | 0.040% | |
2/26/2024 | Centaurus Financial Inc. | 4,080 | $265K | 0.0% | N/A | 0.005% | |
2/26/2024 | Integrated Advisors Network LLC | 4,690 | $305K | 0.0% | N/A | 0.006% | |
2/23/2024 | Chicago Partners Investment Group LLC | 9,166 | $618K | 0.0% | -15.2% | 0.012% | |
2/12/2024 | Adams Wealth Management | 513,834 | $33.44M | 9.9% | N/A | 0.676% | |
2/12/2024 | Bank of Nova Scotia | 14,000 | $911K | 0.0% | -20.0% | 0.018% | |
2/12/2024 | Harvest Investment Services LLC | 9,279 | $604K | 0.3% | +37.4% | 0.012% | |
2/9/2024 | SageView Advisory Group LLC | 30,669 | $2.00M | 0.1% | N/A | 0.040% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 64,831 | $4.22M | 0.0% | N/A | 0.085% | |
2/9/2024 | IMC Chicago LLC | 230,482 | $15.00M | 0.0% | N/A | 0.303% | |
2/9/2024 | Assetmark Inc. | 7,971,102 | $518.68M | 1.9% | +100.0% | 10.488% | |
2/8/2024 | Kingsview Wealth Management LLC | 4,240 | $276K | 0.0% | -6.9% | 0.006% | |
2/8/2024 | Meridian Wealth Management LLC | 17,316 | $1.13M | 0.1% | -0.9% | 0.023% | |
2/8/2024 | Beacon Pointe Advisors LLC | 6,737 | $438K | 0.0% | -19.9% | 0.009% | |
2/8/2024 | Foundations Investment Advisors LLC | 24,011 | $1.64M | 0.0% | +235.5% | 0.032% | |
2/8/2024 | Innova Wealth Partners | 24,630 | $1.60M | 1.4% | -12.0% | 0.032% | |
2/7/2024 | SP Asset Management LLC | 192,535 | $12.53M | 1.3% | -2.0% | 0.253% | |
2/7/2024 | Invst LLC | 30,492 | $2.12M | 0.3% | N/A | 0.040% | |
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2/7/2024 | Jump Financial LLC | 275,307 | $17.91M | 0.6% | N/A | 0.362% | |
2/7/2024 | Arlington Capital Management Inc. | 34,756 | $2.26M | 2.1% | N/A | 0.046% | |
2/6/2024 | GUNN & Co INVESTMENT MANAGEMENT INC. | 57,473 | $3.74M | 0.2% | N/A | 0.076% | |
2/6/2024 | Spire Wealth Management | 75,620 | $5.04M | 0.2% | +1.9% | 0.100% | |
2/6/2024 | Rollins Financial | 14,820 | $964K | 0.2% | -61.6% | 0.020% | |
2/6/2024 | Aveo Capital Partners LLC | 160,171 | $10.42M | 1.3% | +64.6% | 0.211% | |
2/5/2024 | Capital Investment Counsel Inc | 81,702 | $5.32M | 0.9% | -1.7% | 0.108% | |
2/5/2024 | Paradigm Financial Partners LLC | 8,579 | $558K | 0.1% | +97.8% | 0.011% | |
2/2/2024 | Headlands Technologies LLC | 1,967 | $128K | 0.0% | N/A | 0.003% | |
2/2/2024 | XR Securities LLC | 6,817 | $444K | 0.0% | -85.2% | 0.009% | |
2/2/2024 | Atria Wealth Solutions Inc. | 4,856 | $316K | 0.0% | -64.6% | 0.006% | |
2/1/2024 | Capital Investment Advisory Services LLC | 9,419 | $613K | 0.1% | +2.6% | 0.012% | |
2/1/2024 | CRA Financial Services LLC | 5,072 | $330K | 0.1% | -4.0% | 0.007% | |
1/31/2024 | Institute for Wealth Management LLC. | 3,094 | $201K | 0.0% | N/A | 0.004% | |
1/31/2024 | Redmont Wealth Advisors LLC | 3,690 | $240K | 0.3% | N/A | 0.005% | |
1/30/2024 | Prosperity Wealth Management Inc. | 5,077 | $330K | 0.2% | -53.8% | 0.007% | |
1/30/2024 | Imprint Wealth LLC | 6,001 | $408K | 0.3% | +10.5% | 0.008% | |
1/30/2024 | SVB Wealth LLC | 6,754 | $439K | 0.0% | N/A | 0.009% | |
1/30/2024 | Aurora Private Wealth Inc. | 9,010 | $586K | 0.6% | -2.0% | 0.012% | |
1/29/2024 | Koshinski Asset Management Inc. | 18,760 | $1.22M | 0.2% | +29.2% | 0.025% | |
1/29/2024 | Tennessee Valley Asset Management Partners | 404 | $26K | 0.0% | N/A | 0.001% | |
1/29/2024 | Perigon Wealth Management LLC | 15,711 | $1.02M | 0.0% | N/A | 0.021% | |
1/26/2024 | Cerity Partners LLC | 3,550 | $231K | 0.0% | N/A | 0.005% | |
1/26/2024 | Toth Financial Advisory Corp | 166,287 | $10.82M | 1.5% | +1.2% | 0.219% | |
1/25/2024 | Strategic Blueprint LLC | 4,501 | $293K | 0.0% | -13.9% | 0.006% | |
1/25/2024 | Financial & Tax Architects LLC | 214,538 | $13.96M | 4.1% | N/A | 0.282% | |
1/24/2024 | Stratos Wealth Partners LTD. | 15,430 | $1.00M | 0.0% | +3.2% | 0.020% | |
1/24/2024 | Sowell Financial Services LLC | 36,868 | $2.40M | 0.1% | -14.5% | 0.049% | |
1/24/2024 | SteelPeak Wealth LLC | 8,880 | $578K | 0.0% | -34.6% | 0.012% | |
1/24/2024 | Clear Creek Financial Management LLC | 21,213 | $1.38M | 0.2% | N/A | 0.028% | |
1/23/2024 | Milestone Asset Management LLC | 90,571 | $5.89M | 1.9% | -27.1% | 0.119% | |
1/23/2024 | TTP Investments Inc. | 822,924 | $53.55M | 23.1% | +88.5% | 1.083% | |
1/19/2024 | Fulcrum Equity Management | 16,565 | $1.08M | 1.3% | -29.1% | 0.022% | |
1/18/2024 | TFB Advisors LLC | 60,483 | $3.94M | 2.0% | +97.3% | 0.080% | |
1/18/2024 | Sinecera Capital LLC | 107,666 | $7.34M | 7.7% | -15.1% | 0.142% | |
1/18/2024 | Professional Financial Advisors LLC | 126,180 | $8.21M | 2.7% | -2.9% | 0.166% | |
1/16/2024 | Kingswood Wealth Advisors LLC | 54,844 | $3.57M | 0.4% | N/A | 0.072% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 20,227 | $1.32M | 0.0% | N/A | 0.027% | |
1/16/2024 | Wealthstar Advisors LLC | 6,020 | $392K | 0.1% | +7.2% | 0.008% | |
1/16/2024 | CoreCap Advisors LLC | 4,034 | $262K | 0.0% | -80.9% | 0.005% | |
1/16/2024 | Wealthsource Partners LLC | 3,517 | $229K | 0.0% | N/A | 0.005% | |
1/12/2024 | SkyOak Wealth LLC | 12,574 | $818K | 0.2% | -26.7% | 0.017% | |
1/11/2024 | Brookstone Capital Management | 278,670 | $18.13M | 0.4% | +10.4% | 0.367% | |
1/11/2024 | Galvin Gaustad & Stein LLC | 7,245 | $471K | 0.0% | -26.0% | 0.010% | |
1/11/2024 | GenWealth Group Inc. | 79,678 | $5.19M | 1.4% | -4.5% | 0.105% | |
1/11/2024 | Unique Wealth LLC | 166,457 | $10.83M | 3.5% | +8.2% | 0.219% | |
1/11/2024 | Marshall Financial Group LLC | 11,453 | $745K | 0.2% | -6.1% | 0.015% | |
1/11/2024 | TruWealth Advisors LLC | 4,829 | $314K | 0.0% | -7.0% | 0.006% | |
1/2/2024 | Anchor Investment Management LLC | 1,000 | $65K | 0.0% | N/A | 0.001% | |
11/30/2023 | Modera Wealth Management LLC | 3,447 | $184K | 0.0% | N/A | 0.005% | |
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11/16/2023 | Belpointe Asset Management LLC | 8,091 | $432K | 0.0% | N/A | 0.011% | |
11/16/2023 | First Foundation Advisors | 14,125 | $754K | 0.0% | N/A | 0.019% | |
11/15/2023 | Axxcess Wealth Management LLC | 181,592 | $9.69M | 0.3% | -12.1% | 0.239% | |
11/14/2023 | Bank of Nova Scotia | 17,500 | $934K | 0.0% | -30.0% | 0.023% | |
11/14/2023 | Tower Research Capital LLC TRC | 6,696 | $357K | 0.0% | -45.3% | 0.009% | |
11/14/2023 | Milestone Asset Management LLC | 124,324 | $6.63M | 2.3% | -12.7% | 0.164% | |
11/13/2023 | Mariner LLC | 31,129 | $1.66M | 0.0% | +2.0% | 0.041% | |
11/13/2023 | TFB Advisors LLC | 30,662 | $1.64M | 2.0% | -30.4% | 0.040% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 10,749 | $574K | 0.0% | N/A | 0.014% | |
11/9/2023 | Rollins Financial | 38,561 | $2.06M | 0.5% | -58.6% | 0.051% | |