11/4/2024 | Patten & Patten Inc. TN | 18,334 | $1.86M | 0.1% | +69.0% | 0.708% | |
11/1/2024 | ABLE Financial Group LLC | 2,354 | $238K | 0.1% | N/A | 0.091% | |
10/29/2024 | Lodestone Wealth Management LLC | 5,536 | $560K | 0.3% | N/A | 0.214% | |
10/25/2024 | Trajan Wealth LLC | 74,802 | $7.57M | 0.4% | +16.7% | 2.888% | |
10/24/2024 | FSA Advisors Inc. | 5,265 | $532K | 0.5% | +68.8% | 0.203% | |
10/23/2024 | Outlook Wealth Advisors LLC | 6,616 | $670K | 0.2% | -79.7% | 0.255% | |
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10/23/2024 | Keene & Associates Inc. | 8,520 | $862K | 0.7% | +8.6% | 0.329% | |
10/23/2024 | Great Lakes Retirement Inc. | 35,422 | $3.59M | 0.5% | -14.5% | 1.368% | |
10/22/2024 | Elevated Capital Advisors LLC | 33,447 | $3.39M | 0.9% | +51.5% | 1.291% | |
10/22/2024 | Private Advisor Group LLC | 4,891 | $495K | 0.0% | -9.0% | 0.189% | |
10/21/2024 | Precision Wealth Strategies LLC | 17,039 | $1.73M | 1.6% | +8.2% | 0.658% | |
10/17/2024 | Addison Capital Co | 3,485 | $353K | 0.1% | +16.2% | 0.135% | |
10/16/2024 | B.O.S.S. Retirement Advisors LLC | 6,842 | $693K | 0.1% | +22.9% | 0.264% | |
10/10/2024 | Lloyd Advisory Services LLC. | 138,081 | $13.98M | 6.8% | -26.5% | 5.331% | |
10/9/2024 | Private Advisory Group LLC | 12,852 | $1.30M | 0.2% | N/A | 0.496% | |
10/5/2024 | Biltmore Wealth Management LLC | 5,739 | $581K | 0.2% | +5.6% | 0.222% | |
10/2/2024 | Mid American Wealth Advisory Group Inc. | 148,625 | $15.04M | 9.4% | +22.8% | 5.738% | |
8/14/2024 | Bridgewealth Advisory Group LLC | 58,652 | $5.93M | 2.6% | +39.0% | 2.265% | |
8/13/2024 | Thrivent Financial for Lutherans | 40,658 | $4.11M | 0.0% | -8.6% | 1.570% | |
8/13/2024 | AE Wealth Management LLC | 1,039,014 | $105.04M | 1.1% | +38.8% | 40.116% | |
8/13/2024 | Hollencrest Capital Management | 5,000 | $506K | 0.0% | N/A | 0.193% | |
8/9/2024 | Keene & Associates Inc. | 7,845 | $793K | 0.6% | -33.7% | 0.303% | |
8/6/2024 | Lloyd Advisory Services LLC. | 187,915 | $19.00M | 8.9% | N/A | 7.255% | |
8/5/2024 | Private Advisor Group LLC | 5,377 | $544K | 0.0% | -15.0% | 0.208% | |
8/2/2024 | Legacy Capital Wealth Partners LLC | 26,734 | $2.70M | 0.7% | N/A | 1.032% | |
8/1/2024 | Elevated Capital Advisors LLC | 22,072 | $2.23M | 0.6% | N/A | 0.852% | |
7/27/2024 | Trajan Wealth LLC | 64,083 | $6.48M | 0.4% | +0.2% | 2.474% | |
7/25/2024 | Addison Capital Co | 3,000 | $303K | 0.1% | N/A | 0.116% | |
7/25/2024 | POM Investment Strategies LLC | 10,536 | $1.07M | 0.9% | +142.4% | 0.407% | |
7/25/2024 | Beacon Capital Management LLC | 276 | $28K | 0.0% | N/A | 0.011% | |
7/24/2024 | Slagle Financial LLC | 2,672 | $270K | 0.1% | +31.9% | 0.103% | |
7/23/2024 | Security Financial Services INC. | 3,975 | $402K | 0.1% | N/A | 0.153% | |
7/18/2024 | Outlook Wealth Advisors LLC | 32,668 | $3.30M | 1.0% | +47.1% | 1.261% | |
7/13/2024 | Biltmore Wealth Management LLC | 5,434 | $549K | 0.2% | +6.7% | 0.210% | |
7/12/2024 | Southland Equity Partners LLC | 3,163 | $320K | 0.1% | N/A | 0.122% | |
7/10/2024 | Csenge Advisory Group | 12,058 | $1.22M | 0.1% | +72.9% | 0.466% | |
7/10/2024 | Mid American Wealth Advisory Group Inc. | 121,066 | $12.24M | 7.8% | +8.9% | 4.674% | |
7/9/2024 | Astoria Portfolio Advisors LLC. | 32,458 | $3.28M | 1.2% | +5.8% | 1.253% | |
5/23/2024 | FSA Advisors Inc. | 3,153 | $319K | 0.3% | N/A | 0.122% | |
5/16/2024 | Slagle Financial LLC | 2,026 | $205K | 0.1% | N/A | 0.078% | |
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5/11/2024 | Patten & Patten Inc. TN | 7,966 | $806K | 0.1% | N/A | 0.308% | |
5/9/2024 | Great Lakes Retirement Inc. | 36,709 | $3.71M | 0.5% | +4.6% | 1.417% | |
5/4/2024 | Csenge Advisory Group | 6,973 | $705K | 0.0% | +76.4% | 0.269% | |
5/1/2024 | Precision Wealth Strategies LLC | 21,008 | $2.13M | 2.0% | +38.1% | 0.811% | |
4/30/2024 | Private Advisor Group LLC | 6,323 | $640K | 0.0% | -17.8% | 0.237% | |
4/25/2024 | Heirloom Wealth Management | 22,989 | $2.33M | 0.8% | +980.3% | 0.861% | |
4/24/2024 | Keene & Associates Inc. | 11,840 | $1.20M | 0.9% | -28.0% | 0.443% | |
4/22/2024 | Outlook Wealth Advisors LLC | 22,206 | $2.25M | 0.7% | +98.7% | 0.832% | |
4/18/2024 | Bridgewealth Advisory Group LLC | 42,202 | $4.27M | 2.1% | +37.8% | 1.581% | |
4/16/2024 | Astoria Portfolio Advisors LLC. | 30,688 | $3.10M | 1.2% | N/A | 1.149% | |
4/8/2024 | Mid American Wealth Advisory Group Inc. | 111,212 | $11.25M | 7.6% | +56.1% | 74.141% | |
3/1/2024 | Pineridge Advisors LLC | 638 | $64K | 0.0% | N/A | 0.425% | |
2/13/2024 | Lloyd Advisory Services LLC. | 134,725 | $13.56M | 6.4% | N/A | 89.817% | |
2/7/2024 | Mid American Wealth Advisory Group Inc. | 71,224 | $7.17M | 4.9% | N/A | 47.483% | |
2/6/2024 | Private Advisor Group LLC | 7,696 | $775K | 0.0% | N/A | 5.131% | |
2/5/2024 | Mid American Wealth Advisory Group Inc. | 103,861 | $10.46M | 7.2% | N/A | 69.241% | |
2/5/2024 | Bridgewealth Advisory Group LLC | 30,626 | $3.08M | 2.4% | +22.0% | 20.417% | |
2/5/2024 | Precision Wealth Strategies LLC | 15,216 | $1.53M | 1.5% | +230.3% | 10.144% | |
1/31/2024 | Heirloom Wealth Management | 2,128 | $214K | 0.1% | N/A | 1.419% | |
1/30/2024 | Keene & Associates Inc. | 16,455 | $1.66M | 1.4% | -7.6% | 10.970% | |
1/29/2024 | Outlook Wealth Advisors LLC | 11,174 | $1.13M | 0.4% | N/A | 7.449% | |
1/26/2024 | B.O.S.S. Retirement Advisors LLC | 63,745 | $6.42M | 1.2% | N/A | 42.497% | |
1/25/2024 | Biltmore Wealth Management LLC | 5,092 | $512K | 0.2% | -4.6% | 3.395% | |
1/18/2024 | Great Lakes Retirement Inc. | 35,102 | $3.53M | 0.6% | N/A | 23.401% | |
1/9/2024 | Southland Equity Partners LLC | 2,456 | $247K | 0.1% | N/A | 1.637% | |
11/9/2023 | Bridgewealth Advisory Group LLC | 25,108 | $2.53M | 3.1% | N/A | 16.739% | |
10/31/2023 | Precision Wealth Strategies LLC | 4,607 | $464K | 0.5% | N/A | 3.071% | |
10/23/2023 | Commonwealth Equity Services LLC | 5,327 | $536K | 0.0% | N/A | 3.551% | |
10/13/2023 | Keene & Associates Inc. | 17,800 | $1.79M | 1.4% | N/A | 11.867% | |
10/11/2023 | AE Wealth Management LLC | 4,998 | $503K | 0.0% | N/A | 3.332% | |