11/4/2024 | Colonial River Investments LLC | 94,216 | $2.84M | 1.4% | +4.0% | 0.080% | |
11/4/2024 | Mayflower Financial Advisors LLC | 8,711 | $263K | 0.0% | +11.0% | 0.007% | |
11/4/2024 | Axxcess Wealth Management LLC | 270,554 | $8.16M | 0.2% | -13.7% | 0.229% | |
11/4/2024 | Sigma Planning Corp | 21,541 | $649K | 0.0% | -67.0% | 0.018% | |
11/1/2024 | Assetmark Inc. | 209,740 | $6.32M | 0.0% | +119.3% | 0.177% | |
11/1/2024 | Carson Advisory Inc. | 215,484 | $6.50M | 4.1% | +9.5% | 0.182% | |
|
11/1/2024 | SpiderRock Advisors LLC | 56,994 | $1.72M | 0.0% | N/A | 0.048% | |
11/1/2024 | Strategic Family Wealth Counselors L.L.C. | 23,578 | $711K | 0.2% | +139.4% | 0.020% | |
10/31/2024 | Sittner & Nelson LLC | 19,693 | $594K | 0.3% | +18.0% | 0.017% | |
10/31/2024 | NavPoint Financial Inc. | 254,804 | $7.68M | 6.2% | +3.2% | 0.215% | |
10/31/2024 | Woodmont Investment Counsel LLC | 24,821 | $748K | 0.1% | +66.4% | 0.021% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 28,890 | $871K | 0.2% | +114.8% | 0.024% | |
10/30/2024 | Financial Security Advisor Inc. | 8,160 | $246K | 0.1% | +12.4% | 0.007% | |
10/30/2024 | Beacon Financial Advisory LLC | 26,564 | $801K | 0.3% | +11.9% | 0.022% | |
10/30/2024 | Balentine LLC | 65,246 | $1.97M | 0.1% | +20.3% | 0.055% | |
10/30/2024 | Ameritas Advisory Services LLC | 127,722 | $3.85M | 0.2% | -15.1% | 0.108% | |
10/30/2024 | FSM Wealth Advisors LLC | 142,190 | $4.29M | 1.1% | +1.5% | 0.120% | |
10/30/2024 | Moloney Securities Asset Management LLC | 23,764 | $716K | 0.1% | +4.8% | 0.020% | |
10/29/2024 | Lodestone Wealth Management LLC | 18,871 | $569K | 0.3% | +19.5% | 0.016% | |
10/29/2024 | Confluence Wealth Services Inc. | 142,580 | $4.30M | 0.3% | -0.2% | 0.121% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 1,523 | $46K | 0.0% | -25.9% | 0.001% | |
10/28/2024 | Principal Securities Inc. | 121,440 | $3.66M | 0.1% | +34.1% | 0.103% | |
10/28/2024 | Stephens Inc. AR | 550,012 | $16.58M | 0.2% | +1.8% | 0.465% | |
10/28/2024 | Catalyst Financial Partners LLC | 19,012 | $573K | 0.1% | +25.8% | 0.016% | |
10/25/2024 | Financial Advocates Investment Management | 43,615 | $1.32M | 0.1% | +1.1% | 0.037% | |
10/25/2024 | Mutual Advisors LLC | 191,377 | $5.73M | 0.2% | -7.4% | 0.162% | |
10/25/2024 | Valmark Advisers Inc. | 267,425 | $8.06M | 0.1% | +9.6% | 0.226% | |
10/25/2024 | Strategic Blueprint LLC | 120,622 | $3.64M | 0.2% | +9.1% | 0.102% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 19,805 | $597K | 0.1% | +186.2% | 0.017% | |
10/24/2024 | Reliant Wealth Planning | 612,747 | $18.47M | 8.0% | -3.3% | 0.518% | |
10/24/2024 | Barrett & Company Inc. | 2,455 | $74K | 0.0% | +643.9% | 0.002% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 1,706,398 | $51.45M | 0.1% | +18.7% | 1.442% | |
10/23/2024 | Burford Brothers Inc. | 130,838 | $3.95M | 2.1% | +50.1% | 0.111% | |
10/23/2024 | Convergence Financial LLC | 29,273 | $883K | 0.2% | N/A | 0.025% | |
10/23/2024 | Trueblood Wealth Management LLC | 39,129 | $1.18M | 0.6% | +8.6% | 0.033% | |
10/23/2024 | Financial Management Network Inc. | 166,544 | $5.02M | 1.0% | +2.4% | 0.141% | |
10/23/2024 | West Michigan Advisors LLC | 223,854 | $6.75M | 2.0% | -20.1% | 0.189% | |
10/23/2024 | Signature Resources Capital Management LLC | 15,357 | $463K | 0.4% | +13.2% | 0.013% | |
10/22/2024 | International Assets Investment Management LLC | 520,216 | $17.25M | 0.0% | +2,729.9% | 0.440% | |
10/22/2024 | U.S. Capital Wealth Advisors LLC | 200,719 | $6.05M | 0.2% | +1.0% | 0.170% | |
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10/22/2024 | Saxony Capital Management LLC | 27,120 | $818K | 0.7% | N/A | 0.023% | |
10/22/2024 | Private Advisor Group LLC | 516,717 | $15.58M | 0.1% | +36.7% | 0.437% | |
10/22/2024 | Tempus Wealth Planning LLC | 23,687 | $714K | 0.3% | +37.6% | 0.020% | |
10/21/2024 | Sweeney & Michel LLC | 43,410 | $1.32M | 0.5% | +2.4% | 0.037% | |
10/21/2024 | Calton & Associates Inc. | 37,770 | $1.14M | 0.4% | -1.7% | 0.032% | |
10/21/2024 | Trilogy Capital Inc. | 6,752 | $204K | 0.0% | N/A | 0.006% | |
10/18/2024 | AA Financial Advisors LLC | 229,663 | $6.92M | 2.0% | +40.1% | 0.194% | |
10/18/2024 | Seamount Financial Group Inc. | 8,359 | $252K | 0.2% | N/A | 0.007% | |
10/18/2024 | Clarity Wealth Advisors LLC | 232,100 | $7.00M | 2.0% | +19.2% | 0.196% | |
10/18/2024 | Commonwealth Equity Services LLC | 3,384,268 | $102.04M | 0.2% | +14.7% | 2.861% | |
10/18/2024 | ST Germain D J Co. Inc. | 864,396 | $26.06M | 1.2% | +1.0% | 0.731% | |
10/18/2024 | Raymond James & Associates | 6,504,689 | $196.12M | 0.1% | +12.3% | 5.498% | |
10/18/2024 | KMG Fiduciary Partners LLC | 29,773 | $898K | 0.1% | N/A | 0.025% | |
10/18/2024 | Stratos Wealth Advisors LLC | 18,787 | $566K | 0.0% | -15.7% | 0.016% | |
10/17/2024 | Stratos Wealth Partners LTD. | 246,982 | $7.45M | 0.1% | +3.1% | 0.209% | |
10/17/2024 | LexAurum Advisors LLC | 21,347 | $644K | 0.1% | +77.6% | 0.018% | |
10/16/2024 | Smallwood Wealth Investment Management LLC | 106,348 | $3.21M | 2.3% | +5.2% | 0.090% | |
10/16/2024 | Bleakley Financial Group LLC | 383,534 | $11.56M | 0.4% | +0.6% | 0.324% | |
10/16/2024 | Armstrong Fleming & Moore Inc | 46,624 | $1.41M | 0.8% | +2.6% | 0.039% | |
10/16/2024 | Bill Few Associates Inc. | 56,954 | $1.72M | 0.6% | +25.0% | 0.048% | |
10/15/2024 | NBC Securities Inc. | 52,246 | $1.58M | 0.1% | -22.8% | 0.044% | |
10/11/2024 | Creative Planning | 36,526 | $1.10M | 0.0% | +23.0% | 0.031% | |
10/11/2024 | Adamsbrown Wealth Consultants LLC | 10,866 | $328K | 0.1% | -5.5% | 0.009% | |
10/10/2024 | Koshinski Asset Management Inc. | 100,384 | $3.03M | 0.3% | +15.2% | 0.085% | |
10/10/2024 | Johnson Bixby & Associates LLC | 1,324,825 | $39.94M | 6.1% | +2.7% | 1.120% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 23,554 | $710K | 0.0% | +70.9% | 0.020% | |
10/10/2024 | McNamara Financial Services Inc. | 16,946 | $511K | 0.1% | +91.0% | 0.014% | |
10/10/2024 | Silverlake Wealth Management LLC | 71,344 | $2.15M | 0.8% | +2.7% | 0.060% | |
10/9/2024 | LongView Wealth Management | 57,986 | $1.75M | 0.6% | +40.2% | 0.049% | |
10/9/2024 | LVW Advisors LLC | 541,323 | $16.32M | 2.1% | +19.5% | 0.458% | |
10/9/2024 | ORBA Wealth Advisors L.L.C. | 180,183 | $5.43M | 2.7% | +1.2% | 0.152% | |
10/9/2024 | San Luis Wealth Advisors LLC | 155,548 | $4.69M | 1.0% | +4.5% | 0.131% | |
10/8/2024 | CWM LLC | 42,287 | $1.28M | 0.0% | +12.3% | 0.036% | |
10/8/2024 | Advance Capital Management Inc. | 30,625 | $923K | 0.0% | -1.5% | 0.026% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 38,070 | $1.15M | 0.0% | +9.1% | 0.032% | |
10/7/2024 | Everpar Advisors LLC | 8,880 | $268K | 0.1% | +4.5% | 0.008% | |
10/4/2024 | HBW Advisory Services LLC | 91,021 | $2.74M | 0.4% | +2.0% | 0.077% | |
10/3/2024 | Park Avenue Securities LLC | 18,663 | $563K | 0.0% | N/A | 0.016% | |
10/3/2024 | Silvia Mccoll Wealth Management LLC | 117,282 | $3.54M | 2.6% | N/A | 0.099% | |
9/5/2024 | Sanctuary Advisors LLC | 39,182 | $1.11M | 0.0% | N/A | 0.033% | |
8/28/2024 | Kestra Investment Management LLC | 111,372 | $3.28M | 0.2% | N/A | 0.094% | |
8/28/2024 | Souders Financial Advisors | 248,961 | $7.33M | 1.1% | +3.3% | 0.210% | |
8/22/2024 | Cetera Investment Advisers | 1,771,095 | $52.14M | 0.1% | +47.6% | 1.497% | |
8/21/2024 | Truist Financial Corp | 16,235 | $478K | 0.0% | +27.9% | 0.014% | |
8/19/2024 | Hershey Financial Advisers LLC | 1,885 | $55K | 0.0% | N/A | 0.002% | |
8/16/2024 | High Falls Advisors Inc | 7,625 | $224K | 0.1% | N/A | 0.006% | |
8/16/2024 | NewEdge Advisors LLC | 701,782 | $20.66M | 0.1% | +13.6% | 0.593% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 7,653,479 | $225.32M | 0.2% | +4.5% | 6.470% | |
8/16/2024 | Creative Planning | 29,691 | $874K | 0.0% | +25.9% | 0.025% | |
8/14/2024 | EverSource Wealth Advisors LLC | 29,883 | $871K | 0.1% | -2.1% | 0.025% | |
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8/13/2024 | Sei Investments Co. | 630,383 | $18.56M | 0.0% | N/A | 0.533% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 368,946 | $10.86M | 0.2% | +3.3% | 0.312% | |
8/12/2024 | Waterloo Capital L.P. | 12,891 | $380K | 0.0% | +9.9% | 0.011% | |
8/10/2024 | Axxcess Wealth Management LLC | 313,382 | $9.23M | 0.2% | +26.2% | 0.265% | |
8/9/2024 | Moors & Cabot Inc. | 8,812 | $259K | 0.0% | +25.7% | 0.007% | |
8/9/2024 | Total Clarity Wealth Management Inc. | 63,096 | $1.86M | 0.6% | +32.8% | 0.053% | |
8/9/2024 | Financial Perspectives Inc | 38,354 | $1.13M | 0.4% | +11.0% | 0.032% | |
8/9/2024 | ICA Group Wealth Management LLC | 5,846 | $172K | 0.1% | +44.2% | 0.005% | |
8/8/2024 | J.W. Cole Advisors Inc. | 13,688 | $403K | 0.0% | +42.0% | 0.012% | |
8/8/2024 | Envestnet Asset Management Inc. | 3,036,209 | $89.39M | 0.0% | +70.9% | 2.567% | |