7/26/2024 | Beacon Financial Advisory LLC | 102,661 | $3.23M | 1.2% | +57.9% | 0.224% | |
7/26/2024 | Walkner Condon Financial Advisors LLC | 38,365 | $1.21M | 0.3% | +0.9% | 0.084% | |
7/26/2024 | Sprinkle Financial Consultants LLC | 72,625 | $2.28M | 1.8% | +1.4% | 0.159% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 26,824 | $843K | 0.1% | +32.0% | 0.059% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 791,191 | $24.85M | 0.1% | +79.8% | 1.729% | |
7/26/2024 | Tanglewood Wealth Management Inc. | 106,488 | $3.35M | 0.4% | +19.8% | 0.233% | |
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7/26/2024 | MTM Investment Management LLC | 143,952 | $4.52M | 1.9% | +0.7% | 0.315% | |
7/26/2024 | Bank of New York Mellon Corp | 999,201 | $31.39M | 0.0% | -4.1% | 2.184% | |
7/25/2024 | Raymond James Trust N.A. | 8,630 | $271K | 0.0% | N/A | 0.019% | |
7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 13,961 | $439K | 0.1% | +93.3% | 0.031% | |
7/24/2024 | Arcus Capital Partners LLC | 317,511 | $9.97M | 3.8% | +1.4% | 0.694% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 4,616 | $145K | 0.0% | +22.3% | 0.010% | |
7/23/2024 | Macroview Investment Management LLC | 14,465 | $454K | 0.5% | +10.9% | 0.032% | |
7/22/2024 | Atria Wealth Solutions Inc. | 161,769 | $5.08M | 0.1% | +285.2% | 0.354% | |
7/22/2024 | Onyx Bridge Wealth Group LLC | 158,447 | $4.98M | 0.8% | +34.9% | 0.346% | |
7/22/2024 | Focus Financial Network Inc. | 76,312 | $2.44M | 0.1% | +20.8% | 0.167% | |
7/20/2024 | Parsons Capital Management Inc. RI | 261,021 | $8.20M | 0.6% | +39.0% | 0.571% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 1,376,383 | $43.23M | 0.1% | -20.3% | 3.008% | |
7/20/2024 | Apollon Financial LLC | 12,700 | $399K | 0.1% | N/A | 0.028% | |
7/19/2024 | OMNI 360 Wealth Inc. | 29,499 | $927K | 0.7% | N/A | 0.064% | |
7/19/2024 | ADE LLC | 54,735 | $1.72M | 1.2% | +6.2% | 0.120% | |
7/19/2024 | Raymond James & Associates | 510,469 | $16.03M | 0.0% | +178.1% | 1.116% | |
7/19/2024 | Accordant Advisory Group Inc | 252,201 | $7.92M | 7.5% | +1.3% | 0.551% | |
7/19/2024 | FMA Wealth Management LLC | 25,166 | $790K | 0.6% | +15.2% | 0.055% | |
7/18/2024 | Miracle Mile Advisors LLC | 159,962 | $5.02M | 0.1% | +111.0% | 0.350% | |
7/18/2024 | 4J Wealth Management LLC | 213,439 | $6.70M | 5.5% | +4.3% | 0.467% | |
7/17/2024 | ERn Financial LLC | 14,321 | $450K | 0.1% | N/A | 0.031% | |
7/17/2024 | Annapolis Financial Services LLC | 2,475 | $78K | 0.0% | N/A | 0.005% | |
7/17/2024 | High Net Worth Advisory Group LLC | 52,588 | $1.65M | 0.5% | +55.3% | 0.115% | |
7/17/2024 | Redhawk Wealth Advisors Inc. | 39,975 | $1.26M | 0.2% | -80.9% | 0.087% | |
7/17/2024 | AdvisorNet Financial Inc | 12,512 | $393K | 0.0% | +49.3% | 0.027% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 38,121 | $1.20M | 0.0% | +21.8% | 0.083% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 617,818 | $19.41M | 0.0% | +135.2% | 1.350% | |
7/16/2024 | WASHINGTON TRUST Co | 875 | $27K | 0.0% | +78.6% | 0.002% | |
7/16/2024 | PCG Wealth Advisors LLC | 6,813 | $214K | 0.1% | N/A | 0.015% | |
7/13/2024 | HFG Advisors Inc. | 73,700 | $2.32M | 2.2% | +12.8% | 0.161% | |
7/12/2024 | Southland Equity Partners LLC | 76,383 | $2.40M | 0.7% | +55.4% | 0.167% | |
7/12/2024 | CRA Financial Services LLC | 32,121 | $1.01M | 0.2% | +34.1% | 0.070% | |
7/11/2024 | TTP Investments Inc. | 983,063 | $30.88M | 11.6% | N/A | 2.149% | |
7/10/2024 | CWM LLC | 17,229 | $541K | 0.0% | +103.6% | 0.038% | |
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7/9/2024 | Lowe Wealth Advisors LLC | 12,530 | $394K | 0.2% | +73.0% | 0.027% | |
6/28/2024 | Bright Futures Wealth Management LLC. | 10,666 | $336K | 0.2% | N/A | 0.023% | |
5/28/2024 | Verity Asset Management Inc. | 28,456 | $860K | 0.5% | N/A | 0.062% | |
5/24/2024 | Cetera Advisors LLC | 65,132 | $1.97M | 0.0% | N/A | 0.142% | |
5/24/2024 | Cetera Investment Advisers | 105,022 | $3.18M | 0.0% | +70.7% | 0.230% | |
5/17/2024 | National Wealth Management Group LLC | 181,631 | $5.49M | 4.3% | +207.0% | 0.397% | |
5/13/2024 | PYA Waltman Capital LLC | 545,520 | $16.49M | 6.1% | +4.2% | 1.192% | |
5/11/2024 | Beaumont Financial Advisors LLC | 728,605 | $22.03M | 1.8% | -2.0% | 1.593% | |
5/10/2024 | Osaic Holdings Inc. | 1,448,605 | $43.79M | 0.1% | +15.9% | 3.166% | |
5/8/2024 | Tanglewood Wealth Management Inc. | 88,907 | $2.69M | 0.3% | +250.0% | 0.194% | |
5/8/2024 | Trademark Financial Management LLC | 14,571 | $440K | 0.4% | -17.9% | 0.032% | |
5/8/2024 | Thoroughbred Financial Services LLC | 23,027 | $696K | 0.1% | -20.5% | 0.050% | |
5/7/2024 | WealthPLAN Partners LLC | 31,545 | $954K | 0.1% | +4.6% | 0.069% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 31,302 | $946K | 0.0% | +110.6% | 0.068% | |
5/4/2024 | Financial Connections Group Inc. | 3,501 | $106K | 0.1% | +16.7% | 0.008% | |
5/3/2024 | Carson Advisory Inc. | 86,448 | $2.61M | 1.8% | +28.1% | 0.195% | |
5/3/2024 | Liberty Wealth Management LLC | 94,237 | $2.85M | 0.6% | +29.4% | 0.213% | |
5/2/2024 | Consolidated Planning Corp | 1,089,849 | $32.95M | 5.6% | N/A | 2.463% | |
5/2/2024 | Lincoln National Corp | 90,671 | $2.74M | 0.0% | +46.1% | 0.205% | |
5/1/2024 | Janney Montgomery Scott LLC | 1,040,630 | $31.46M | 0.1% | +9.1% | 2.352% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 3,775 | $114K | 0.0% | N/A | 0.009% | |
5/1/2024 | McCarthy & Cox | 28,549 | $863K | 0.3% | N/A | 0.065% | |
4/30/2024 | Private Advisor Group LLC | 138,371 | $4.18M | 0.0% | +124.2% | 0.313% | |
4/30/2024 | Hartline Investment Corp | 7,221 | $218K | 0.0% | N/A | 0.016% | |
4/30/2024 | Fortis Group Advisors LLC | 376,457 | $11.38M | 2.1% | N/A | 0.851% | |
4/30/2024 | Macroview Investment Management LLC | 13,046 | $394K | 0.4% | +7.4% | 0.029% | |
4/29/2024 | Commonwealth Equity Services LLC | 1,410,141 | $42.63M | 0.1% | +40.6% | 3.187% | |
4/29/2024 | Paragon Advisors LLC | 80,754 | $2.44M | 1.0% | +60.7% | 0.182% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 117,456 | $3.47M | 0.6% | +523.3% | 0.265% | |
4/29/2024 | Schaper Benz & Wise Investment Counsel Inc. WI | 12,701 | $384K | 0.0% | N/A | 0.029% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 453,266 | $13.70M | 0.3% | N/A | 1.024% | |
4/26/2024 | Sprinkle Financial Consultants LLC | 71,605 | $2.17M | 1.8% | N/A | 0.162% | |
4/25/2024 | Capital Investment Advisory Services LLC | 105,479 | $3.19M | 0.3% | +16.4% | 0.238% | |
4/25/2024 | MTM Investment Management LLC | 142,916 | $4.32M | 1.8% | +0.6% | 0.323% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 440,074 | $13.30M | 0.1% | +36.7% | 0.995% | |
4/24/2024 | Essex Financial Services Inc. | 19,808 | $599K | 0.1% | +62.6% | 0.045% | |
4/23/2024 | Global Retirement Partners LLC | 187,817 | $5.68M | 0.2% | +2.9% | 0.424% | |
4/23/2024 | Warner Financial Inc. | 21,764 | $658K | 0.3% | +95.4% | 0.049% | |
4/23/2024 | Principle Wealth Partners LLC | 219,050 | $6.62M | 0.5% | +22.4% | 0.495% | |
4/23/2024 | Strategic Blueprint LLC | 28,691 | $867K | 0.1% | N/A | 0.065% | |
4/23/2024 | Financial Consulate Inc. | 526,692 | $15.92M | 4.7% | +12.3% | 1.190% | |
4/23/2024 | 4J Wealth Management LLC | 204,651 | $6.19M | 5.3% | +5.8% | 0.462% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,725,991 | $52.18M | 0.1% | +149.0% | 3.901% | |
4/22/2024 | Strategic Financial Concepts LLC | 41,084 | $1.24M | 0.3% | N/A | 0.093% | |
4/22/2024 | Confluence Wealth Services Inc. | 10,305 | $312K | 0.0% | N/A | 0.023% | |
4/22/2024 | Parsons Capital Management Inc. RI | 187,783 | $5.68M | 0.4% | +9.7% | 0.424% | |
4/22/2024 | Raymond James & Associates | 183,569 | $5.55M | 0.0% | +507.0% | 0.415% | |
4/22/2024 | Accordant Advisory Group Inc | 249,004 | $7.53M | 5.6% | N/A | 0.563% | |
4/19/2024 | Arcus Capital Partners LLC | 313,097 | $9.47M | 3.0% | +18.3% | 6.958% | |
4/18/2024 | Financial Security Advisor Inc. | 114,051 | $3.45M | 1.2% | +28.2% | 2.534% | |
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4/18/2024 | Miracle Mile Advisors LLC | 75,805 | $2.29M | 0.1% | N/A | 1.685% | |
4/18/2024 | HFG Advisors Inc. | 65,352 | $1.98M | 1.8% | N/A | 1.452% | |
4/18/2024 | Compass Ion Advisors LLC | 97,538 | $2.95M | 0.4% | -37.8% | 2.168% | |
4/18/2024 | ADE LLC | 51,533 | $1.56M | 1.0% | +43.7% | 1.145% | |
4/17/2024 | CRA Financial Services LLC | 23,950 | $724K | 0.2% | +102.4% | 0.532% | |
4/16/2024 | Weaver Consulting Group | 36,438 | $1.10M | 0.4% | +6.9% | 0.810% | |
4/16/2024 | Lincoln Capital Corp | 47,293 | $1.43M | 0.6% | N/A | 1.051% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 262,683 | $7.94M | 0.0% | +61.6% | 5.837% | |
4/15/2024 | Sar Wealth Management Group LLC | 36,071 | $1.09M | 1.0% | +6.7% | 0.802% | |
4/15/2024 | Chemistry Wealth Management LLC | 58,480 | $1.77M | 0.5% | +164.2% | 1.300% | |