11/4/2024 | 1900 Wealth Management LLC | 53,606 | $5.31M | 0.5% | +14.0% | 1.400% | |
10/25/2024 | First Trust Direct Indexing L.P. | 2,011 | $211K | 0.0% | N/A | 0.053% | |
10/25/2024 | Gateway Wealth Partners LLC | 47,708 | $5.01M | 1.4% | +1.7% | 1.246% | |
10/24/2024 | Goldstein Advisors LLC | 11,944 | $1.26M | 0.2% | -94.9% | 0.312% | |
10/22/2024 | Private Advisor Group LLC | 16,735 | $1.76M | 0.0% | +5.7% | 0.437% | |
10/21/2024 | Trilogy Capital Inc. | 144,994 | $15.23M | 0.8% | -1.6% | 3.786% | |
|
10/16/2024 | Teamwork Financial Advisors LLC | 118,130 | $12.41M | 1.7% | +2,490.0% | 3.084% | |
10/16/2024 | Nottingham Advisors Inc. | 5,505 | $578K | 0.1% | N/A | 0.144% | |
10/16/2024 | Asset Dedication LLC | 234 | $25K | 0.0% | N/A | 0.006% | |
10/11/2024 | Adamsbrown Wealth Consultants LLC | 4,566 | $480K | 0.2% | -12.5% | 0.119% | |
10/9/2024 | Albion Financial Group UT | 936 | $98K | 0.0% | -41.9% | 0.024% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 96,541 | $10.14M | 0.3% | +35.3% | 2.521% | |
10/7/2024 | Richard P Slaughter Associates Inc | 13,195 | $1.39M | 0.3% | +6.2% | 0.345% | |
10/7/2024 | KWB Wealth | 15,533 | $1.63M | 0.2% | +8.9% | 0.406% | |
9/5/2024 | Sanctuary Advisors LLC | 44,961 | $4.26M | 0.0% | N/A | 1.174% | |
8/16/2024 | Gateway Wealth Partners LLC | 46,897 | $4.46M | 1.3% | +25.1% | 1.224% | |
8/14/2024 | CreativeOne Wealth LLC | 171,945 | $16.37M | 0.8% | -22.6% | 4.489% | |
8/14/2024 | EverSource Wealth Advisors LLC | 5,845 | $590K | 0.0% | +224.9% | 0.153% | |
8/8/2024 | Thoroughbred Financial Services LLC | 6,896 | $656K | 0.0% | +1.7% | 0.180% | |
8/8/2024 | LWM Advisory Services LLC | 15,994 | $1.52M | 1.3% | -0.9% | 0.418% | |
8/7/2024 | Choreo LLC | 8,897 | $841K | 0.0% | -10.4% | 0.232% | |
8/6/2024 | Gallacher Capital Management LLC | 13,855 | $1.32M | 0.7% | -2.1% | 0.362% | |
8/5/2024 | Private Advisor Group LLC | 15,826 | $1.51M | 0.0% | +2.5% | 0.413% | |
8/5/2024 | N.E.W. Advisory Services LLC | 36,975 | $3.52M | 0.4% | +8.6% | 0.965% | |
7/31/2024 | Commonwealth Equity Services LLC | 23,375 | $2.23M | 0.0% | -3.5% | 0.610% | |
7/26/2024 | 1900 Wealth Management LLC | 47,034 | $4.48M | 0.4% | -12.3% | 1.228% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 43,287 | $4.12M | 0.0% | +38.1% | 1.130% | |
7/24/2024 | Goldstein Advisors LLC | 233,810 | $22.26M | 3.7% | +1.8% | 6.105% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 71,350 | $6.79M | 0.2% | +2.8% | 1.863% | |
7/10/2024 | Richard P Slaughter Associates Inc | 12,422 | $1.18M | 0.3% | -1.8% | 0.324% | |
7/10/2024 | Albion Financial Group UT | 1,610 | $153K | 0.0% | N/A | 0.042% | |
7/10/2024 | Apella Capital LLC | 13,479 | $1.27M | 0.1% | -3.0% | 0.352% | |
7/8/2024 | RVW Wealth LLC | 74,545 | $7.10M | 0.7% | -2.8% | 1.946% | |
7/2/2024 | Appleton Partners Inc. MA | 88,145 | $8.39M | 0.6% | +0.5% | 2.301% | |
6/11/2024 | EverSource Wealth Advisors LLC | 1,799 | $169K | 0.0% | -10.9% | 0.047% | |
5/14/2024 | CreativeOne Wealth LLC | 222,040 | $22.01M | 0.9% | +39.1% | 5.797% | |
5/8/2024 | Thoroughbred Financial Services LLC | 6,778 | $672K | 0.1% | -2.2% | 0.176% | |
5/7/2024 | PFG Advisors | 2,869 | $284K | 0.0% | N/A | 0.075% | |
5/6/2024 | Gallacher Capital Management LLC | 14,153 | $1.40M | 0.7% | -5.2% | 0.368% | |
4/30/2024 | Private Advisor Group LLC | 15,438 | $1.53M | 0.0% | +8.3% | 0.401% | |
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4/29/2024 | Commonwealth Equity Services LLC | 24,224 | $2.40M | 0.0% | +2.5% | 0.629% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 31,346 | $3.11M | 0.0% | +33.8% | 0.804% | |
4/24/2024 | 1900 Wealth Management LLC | 53,606 | $5.31M | 0.5% | -2.9% | 1.375% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 15,136 | $1.50M | 0.0% | -1.1% | 0.388% | |
4/20/2024 | KWB Wealth | 14,270 | $1.42M | 0.2% | -3.1% | 0.366% | |
4/17/2024 | Trilogy Capital Inc. | 119,513 | $11.85M | 0.7% | -5.0% | 3.064% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 69,406 | $6.88M | 0.2% | +36.0% | 1.780% | |
4/9/2024 | Richard P Slaughter Associates Inc | 12,654 | $1.26M | 0.3% | -2.4% | 0.326% | |
4/8/2024 | RVW Wealth LLC | 76,656 | $7.60M | 0.8% | -16.3% | 1.976% | |
4/1/2024 | Appleton Partners Inc. MA | 87,745 | $8.70M | 0.7% | +0.4% | 2.261% | |
2/12/2024 | Goldstein Advisors LLC | 219,216 | $20.14M | 3.4% | +1.5% | 5.650% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 23,428 | $2.15M | 0.0% | +18.7% | 0.604% | |
2/9/2024 | EverSource Wealth Advisors LLC | 2,018 | $185K | 0.0% | N/A | 0.052% | |
2/9/2024 | Journey Strategic Wealth LLC | 48,181 | $4.43M | 0.2% | +5.2% | 1.242% | |
2/9/2024 | CreativeOne Wealth LLC | 159,680 | $14.67M | 0.9% | -35.2% | 4.115% | |
2/9/2024 | Thoroughbred Financial Services LLC | 6,927 | $636K | 0.1% | +1.6% | 0.179% | |
2/8/2024 | Cosner Financial Group LLC | 6,439 | $592K | 0.5% | N/A | 0.166% | |
2/7/2024 | Principal Securities Inc. | 500 | $46K | 0.0% | N/A | 0.013% | |
2/7/2024 | Sanctuary Wealth Management L.L.C. | 2,275 | $209K | 0.2% | +21.3% | 0.059% | |
2/6/2024 | N.E.W. Advisory Services LLC | 34,084 | $3.13M | 0.4% | +134.9% | 0.878% | |
2/6/2024 | Private Advisor Group LLC | 14,254 | $1.31M | 0.0% | +11.8% | 0.367% | |
2/6/2024 | Gallacher Capital Management LLC | 14,926 | $1.37M | 0.8% | +2.0% | 0.385% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 670 | $62K | 0.0% | +169.1% | 0.017% | |
2/5/2024 | LWM Advisory Services LLC | 16,179 | $1.49M | 1.3% | +4.2% | 0.417% | |
2/2/2024 | Atria Wealth Solutions Inc. | 9,863 | $906K | 0.0% | -4.8% | 0.254% | |
2/1/2024 | 1900 Wealth Management LLC | 55,191 | $5.07M | 0.5% | -16.9% | 1.422% | |
1/29/2024 | Aspire Capital Advisors LLC | 34,512 | $3.17M | 1.3% | +6.1% | 0.889% | |
1/29/2024 | Adamsbrown Wealth Consultants LLC | 6,174 | $567K | 0.2% | -55.5% | 0.159% | |
1/26/2024 | Cerity Partners LLC | 673,821 | $61.91M | 0.1% | -1.5% | 17.367% | |
1/24/2024 | Stratos Wealth Partners LTD. | 14,016 | $1.29M | 0.0% | -8.2% | 0.361% | |
1/18/2024 | Global Retirement Partners LLC | 1,872 | $169K | 0.0% | -33.3% | 0.048% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 15,300 | $1.41M | 0.0% | -7.4% | 0.394% | |
1/12/2024 | Empirical Asset Management LLC | 12,272 | $1.13M | 0.9% | -1.5% | 0.316% | |
1/12/2024 | CIC Wealth LLC | 4,667 | $429K | 0.1% | N/A | 0.120% | |
1/12/2024 | Trilogy Capital Inc. | 125,826 | $11.56M | 0.7% | -9.6% | 3.243% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 51,045 | $4.64M | 0.2% | +19.2% | 1.316% | |
1/11/2024 | KWB Wealth | 14,730 | $1.35M | 0.2% | N/A | 0.380% | |
1/10/2024 | Wayfinding Financial LLC | 23,113 | $2.12M | 1.4% | -0.8% | 0.596% | |
1/8/2024 | RVW Wealth LLC | 91,565 | $8.41M | 0.9% | -4.7% | 2.360% | |
1/8/2024 | Richard P Slaughter Associates Inc | 12,966 | $1.19M | 0.3% | -14.3% | 0.334% | |
1/5/2024 | Apella Capital LLC | 13,932 | $1.26M | 0.1% | -21.0% | 0.359% | |
1/2/2024 | Appleton Partners Inc. MA | 87,405 | $8.03M | 0.6% | +4.0% | 2.253% | |
11/16/2023 | Harbour Investments Inc. | 6,404 | $536K | 0.0% | +5,281.5% | 0.165% | |
11/13/2023 | Gallacher Capital Management LLC | 14,635 | $1.22M | 0.8% | -4.9% | 0.377% | |
11/13/2023 | LPL Financial LLC | 234,199 | $19.59M | 0.0% | +10.1% | 6.036% | |
11/13/2023 | Kestra Advisory Services LLC | 22,004 | $1.84M | 0.0% | +68.6% | 0.567% | |
11/8/2023 | Choreo LLC | 9,899 | $828K | 0.0% | -10.8% | 0.255% | |
11/8/2023 | HighTower Advisors LLC | 282,605 | $23.66M | 0.0% | +5.7% | 7.284% | |
11/8/2023 | Journey Strategic Wealth LLC | 45,808 | $3.83M | 0.2% | N/A | 1.181% | |
11/8/2023 | Atria Wealth Solutions Inc. | 10,363 | $867K | 0.0% | +3.1% | 0.267% | |
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11/6/2023 | N.E.W. Advisory Services LLC | 14,508 | $1.21M | 0.2% | N/A | 0.374% | |
11/4/2023 | Aspire Private Capital LLC | 299 | $25K | 0.0% | -69.1% | 0.008% | |
11/3/2023 | Private Advisor Group LLC | 12,750 | $1.07M | 0.0% | +6.1% | 0.329% | |
11/2/2023 | Wayfinding Financial LLC | 23,309 | $1.92M | 1.5% | -3.0% | 0.601% | |
11/2/2023 | LWM Advisory Services LLC | 15,521 | $1.30M | 1.4% | -59.3% | 0.400% | |
10/30/2023 | Sanctuary Wealth Management L.L.C. | 1,876 | $157K | 0.2% | +237.4% | 0.048% | |
10/24/2023 | Aspire Capital Advisors LLC | 32,533 | $2.72M | 1.2% | +3.0% | 0.838% | |
10/24/2023 | Adamsbrown Wealth Consultants LLC | 13,871 | $1.16M | 0.6% | -88.9% | 0.358% | |
10/24/2023 | Stratos Wealth Partners LTD. | 15,275 | $1.28M | 0.0% | +2.1% | 0.394% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 16,519 | $1.38M | 0.0% | -0.8% | 0.426% | |