10/31/2024 | Consolidated Planning Corp | 4,815 | $497K | 0.1% | -4.0% | 0.039% | |
10/31/2024 | Bridgewater Advisors Inc. | 11,607 | $1.23M | 0.1% | -21.2% | 0.094% | |
10/30/2024 | TKG Advisors LLC | 4,173 | $431K | 0.2% | -3.3% | 0.034% | |
10/29/2024 | Janney Montgomery Scott LLC | 175,370 | $18.11M | 0.1% | +0.5% | 1.415% | |
10/28/2024 | Golden Road Advisors LLC | 3,235 | $334K | 0.3% | -7.3% | 0.026% | |
10/28/2024 | Stephens Inc. AR | 9,308 | $961K | 0.0% | -1.5% | 0.075% | |
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10/24/2024 | Wealth Enhancement Advisory Services LLC | 88,341 | $9.12M | 0.0% | -1.3% | 0.712% | |
10/24/2024 | PFG Investments LLC | 24,275 | $2.51M | 0.2% | +0.9% | 0.196% | |
10/24/2024 | Arkadios Wealth Advisors | 10,227 | $1.06M | 0.1% | +112.6% | 0.082% | |
10/23/2024 | Osborne Partners Capital Management LLC | 36,913 | $3.81M | 0.2% | -3.4% | 0.297% | |
10/23/2024 | CWC Advisors LLC. | 2,006 | $207K | 0.2% | N/A | 0.016% | |
10/23/2024 | Trueblood Wealth Management LLC | 1,967 | $203K | 0.1% | N/A | 0.016% | |
10/23/2024 | Global Assets Advisory LLC | 3,200 | $329K | 0.2% | N/A | 0.026% | |
10/22/2024 | Private Advisor Group LLC | 9,197 | $950K | 0.0% | -1.8% | 0.074% | |
10/21/2024 | Calton & Associates Inc. | 7,034 | $726K | 0.3% | -50.9% | 0.057% | |
10/18/2024 | Commonwealth Equity Services LLC | 414,617 | $42.81M | 0.1% | -2.8% | 3.341% | |
10/18/2024 | Raymond James & Associates | 595,138 | $61.45M | 0.0% | +1.4% | 4.796% | |
10/17/2024 | Strid Group LLC | 123,019 | $12.70M | 1.9% | -1.1% | 0.991% | |
10/16/2024 | SPC Financial Inc. | 4,375 | $452K | 0.0% | -8.0% | 0.035% | |
10/11/2024 | Creative Planning | 5,921 | $611K | 0.0% | +7.2% | 0.048% | |
10/10/2024 | JBR Co Financial Management Inc | 32,482 | $3.35M | 2.2% | -2.4% | 0.262% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 2,015 | $208K | 0.0% | -6.9% | 0.016% | |
10/9/2024 | Private Advisory Group LLC | 9,650 | $996K | 0.1% | +1.5% | 0.078% | |
10/8/2024 | Sovereign Financial Group Inc. | 16,755 | $1.73M | 0.4% | -0.6% | 0.135% | |
9/5/2024 | Sanctuary Advisors LLC | 6,331 | $597K | 0.0% | N/A | 0.050% | |
8/22/2024 | Cetera Investment Advisers | 28,678 | $2.81M | 0.0% | -3.1% | 0.227% | |
8/21/2024 | Truist Financial Corp | 30,752 | $3.01M | 0.0% | -0.7% | 0.244% | |
8/19/2024 | EP Wealth Advisors LLC | 37,613 | $3.68M | 0.0% | -1.7% | 0.298% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 28,041 | $2.74M | 0.1% | -8.4% | 0.222% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 2,970 | $291K | 0.0% | -3.4% | 0.024% | |
8/16/2024 | NewEdge Advisors LLC | 104,402 | $10.22M | 0.1% | +20.2% | 0.828% | |
8/16/2024 | Forefront Analytics LLC | 16,690 | $1.63M | 0.8% | -14.0% | 0.132% | |
8/14/2024 | Gateway Advisory LLC | 213,189 | $20.86M | 3.5% | +1.9% | 1.691% | |
8/13/2024 | AE Wealth Management LLC | 2,054 | $201K | 0.0% | -44.6% | 0.016% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 10,734 | $1.05M | 0.0% | +6.1% | 0.085% | |
8/12/2024 | LJI Wealth Management LLC | 92,027 | $9.01M | 2.0% | +2.0% | 0.730% | |
8/12/2024 | Carolinas Wealth Consulting LLC | 7,583 | $742K | 0.1% | +43.5% | 0.060% | |
8/12/2024 | Blair William & Co. IL | 27,450 | $2.69M | 0.0% | -1.1% | 0.218% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 27,028 | $2.65M | 0.0% | -4.6% | 0.214% | |
8/8/2024 | Envestnet Asset Management Inc. | 92,218 | $9.02M | 0.0% | -1.0% | 0.731% | |
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8/6/2024 | Savant Capital LLC | 165,688 | $16.21M | 0.2% | -3.8% | 1.314% | |
8/5/2024 | Private Advisor Group LLC | 9,362 | $916K | 0.0% | +25.0% | 0.074% | |
8/2/2024 | Consolidated Planning Corp | 5,015 | $491K | 0.1% | +13.6% | 0.040% | |
8/2/2024 | Strategy Asset Managers LLC | 3,912 | $383K | 0.1% | -3.3% | 0.031% | |
7/31/2024 | Commonwealth Equity Services LLC | 426,491 | $41.74M | 0.1% | -1.7% | 3.382% | |
7/30/2024 | International Assets Investment Management LLC | 266 | $26K | 0.0% | N/A | 0.002% | |
7/29/2024 | Arkadios Wealth Advisors | 4,811 | $471K | 0.0% | +90.3% | 0.038% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 46,754 | $4.58M | 0.0% | -7.7% | 0.370% | |
7/26/2024 | Salomon & Ludwin LLC | 1,305 | $128K | 0.0% | -49.6% | 0.010% | |
7/25/2024 | Institute for Wealth Management LLC. | 47,945 | $4.69M | 0.6% | -0.4% | 0.380% | |
7/23/2024 | Private Advisory Group LLC | 9,508 | $931K | 0.1% | -82.2% | 0.075% | |
7/22/2024 | Focus Financial Network Inc. | 7,511 | $740K | 0.0% | -11.0% | 0.059% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 121,018 | $11.84M | 0.0% | -0.7% | 0.958% | |
7/19/2024 | Pacific Sun Financial Corp | 3,072 | $301K | 0.2% | -6.1% | 0.024% | |
7/19/2024 | Raymond James & Associates | 587,206 | $57.46M | 0.0% | -0.5% | 4.649% | |
7/18/2024 | Brookstone Capital Management | 2,889 | $284K | 0.0% | -3.5% | 0.023% | |
7/17/2024 | Strid Group LLC | 124,450 | $12.18M | 2.0% | -3.9% | 0.989% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 89,502 | $8.76M | 0.0% | -8.1% | 0.711% | |
7/16/2024 | JBR Co Financial Management Inc | 33,272 | $3.26M | 2.3% | -3.2% | 0.264% | |
7/16/2024 | Trinity Wealth Management LLC | 3,678 | $360K | 0.2% | -5.9% | 0.029% | |
7/15/2024 | MorganRosel Wealth Management LLC | 22,773 | $2.23M | 0.8% | -2.7% | 0.181% | |
7/12/2024 | Hexagon Capital Partners LLC | 400 | $39K | 0.0% | -20.0% | 0.003% | |
6/26/2024 | Old Port Advisors | 2,666 | $263K | 0.1% | -10.1% | 0.021% | |
5/24/2024 | Cetera Advisors LLC | 16,288 | $1.61M | 0.0% | +39.9% | 0.127% | |
5/24/2024 | Cetera Investment Advisers | 29,594 | $2.92M | 0.0% | +269.1% | 0.230% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 30,618 | $3.02M | 0.1% | +4.1% | 0.241% | |
5/16/2024 | Waverly Advisors LLC | 20,242 | $2.00M | 0.0% | +234.0% | 0.160% | |
5/10/2024 | Osaic Holdings Inc. | 93,013 | $9.19M | 0.0% | -25.3% | 0.723% | |
5/10/2024 | Nwam LLC | 4,274 | $414K | 0.0% | -11.1% | 0.033% | |
5/9/2024 | Blair William & Co. IL | 27,750 | $2.74M | 0.0% | -0.7% | 0.216% | |
5/9/2024 | Kingsview Wealth Management LLC | 2,905 | $287K | 0.0% | -24.2% | 0.023% | |
5/9/2024 | JBR Co Financial Management Inc | 34,359 | $3.39M | 2.7% | -13.1% | 0.267% | |
5/9/2024 | Delta Investment Management LLC | 2,063 | $204K | 0.0% | N/A | 0.016% | |
5/4/2024 | SPC Financial Inc. | 4,755 | $470K | 0.0% | +12.9% | 0.037% | |
5/4/2024 | Geneos Wealth Management Inc. | 6,670 | $659K | 0.0% | -4.0% | 0.052% | |
5/2/2024 | Salomon & Ludwin LLC | 2,588 | $256K | 0.0% | -39.0% | 0.020% | |
5/1/2024 | Janney Montgomery Scott LLC | 173,299 | $17.12M | 0.1% | -0.9% | 1.344% | |
5/1/2024 | TKG Advisors LLC | 4,389 | $434K | 0.2% | -12.1% | 0.034% | |
4/29/2024 | Commonwealth Equity Services LLC | 434,009 | $42.87M | 0.1% | -3.2% | 3.367% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 10,115 | $999K | 0.0% | -11.2% | 0.078% | |
4/26/2024 | Trueblood Wealth Management LLC | 2,064 | $204K | 0.1% | N/A | 0.016% | |
4/25/2024 | Strategy Asset Managers LLC | 4,047 | $400K | 0.1% | +3.5% | 0.031% | |
4/25/2024 | Osborne Partners Capital Management LLC | 40,814 | $4.03M | 0.2% | -6.3% | 0.317% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 50,660 | $5.00M | 0.0% | +6.1% | 0.393% | |
4/24/2024 | Win Advisors Inc. | 62,444 | $6.17M | 2.7% | N/A | 0.484% | |
4/24/2024 | Strid Group LLC | 129,508 | $12.79M | 2.3% | -4.7% | 1.005% | |
4/24/2024 | Spire Wealth Management | 4,264 | $421K | 0.0% | +4.9% | 0.033% | |
4/23/2024 | Lunt Capital Management Inc. | 20,027 | $1.98M | 1.0% | -4.9% | 0.155% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 121,886 | $12.04M | 0.0% | -12.1% | 0.944% | |
4/22/2024 | PFG Investments LLC | 24,163 | $2.39M | 0.1% | +65.7% | 0.187% | |
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4/22/2024 | Raymond James & Associates | 589,914 | $58.27M | 0.0% | +2.0% | 4.569% | |
4/18/2024 | MorganRosel Wealth Management LLC | 23,409 | $2.31M | 0.8% | -3.8% | 0.181% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 97,436 | $9.63M | 0.0% | -55.9% | 0.755% | |
4/15/2024 | G&S Capital LLC | 24,142 | $2.39M | 1.1% | -7.7% | 0.187% | |
4/12/2024 | Global Assets Advisory LLC | 314,224 | $31.04M | 0.1% | N/A | 2.434% | |
4/11/2024 | Shilanski & Associates Inc. | 2,221 | $219K | 0.1% | N/A | 0.017% | |
4/5/2024 | Carolina Wealth Advisors LLC | 393 | $39K | 0.0% | N/A | 0.003% | |
3/22/2024 | PNC Financial Services Group Inc. | 3,196 | $273K | 0.0% | -14.3% | 0.024% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 29,419 | $2.52M | 0.1% | -3.9% | 0.225% | |
3/14/2024 | Golden Road Advisors LLC | 3,540 | $303K | 0.3% | N/A | 0.027% | |