11/15/2024 | Prestige Wealth Management Group LLC | 80,002 | $6.36M | 1.3% | -1.1% | 0.238% | |
11/15/2024 | Continuum Advisory LLC | 295 | $25K | 0.0% | +2,007.1% | 0.001% | |
11/15/2024 | MML Investors Services LLC | 3,626 | $288K | 0.0% | -68.2% | 0.011% | |
11/15/2024 | Orion Portfolio Solutions LLC | 15,165 | $1.21M | 0.0% | +10.2% | 0.045% | |
11/15/2024 | EP Wealth Advisors LLC | 6,074 | $483K | 0.0% | +297.0% | 0.018% | |
11/15/2024 | Stifel Financial Corp | 565,797 | $44.96M | 0.0% | -1.3% | 1.684% | |
|
11/15/2024 | Swmg LLC | 6,840 | $575K | 0.2% | -26.4% | 0.020% | |
11/15/2024 | Pinnacle Family Advisors LLC | 21,175 | $1.68M | 0.9% | N/A | 0.063% | |
11/15/2024 | IHT Wealth Management LLC | 58,708 | $4.66M | 0.1% | -27.5% | 0.175% | |
11/15/2024 | Integrated Wealth Concepts LLC | 39,985 | $3.18M | 0.0% | +0.3% | 0.119% | |
11/15/2024 | HighTower Advisors LLC | 230,158 | $18.30M | 0.0% | +2.7% | 0.685% | |
11/15/2024 | Garden State Investment Advisory Services LLC | 57,864 | $4.61M | 1.3% | +2.3% | 0.172% | |
11/15/2024 | Benjamin Edwards Inc. | 470,855 | $37.41M | 0.5% | +2,202.9% | 1.401% | |
11/14/2024 | Captrust Financial Advisors | 38,376 | $3.05M | 0.0% | +85.6% | 0.114% | |
11/13/2024 | Freedom Investment Management Inc. | 65,675 | $5.22M | 0.4% | -9.5% | 0.195% | |
11/13/2024 | Townsquare Capital LLC | 109,487 | $8.70M | 0.1% | +3.3% | 0.326% | |
11/13/2024 | Shum Financial Group Inc. | 23,288 | $1.88M | 1.6% | N/A | 0.069% | |
11/13/2024 | FMR LLC | 5,313 | $422K | 0.0% | -26.9% | 0.016% | |
11/13/2024 | DRW Securities LLC | 2,546 | $202K | 0.0% | N/A | 0.008% | |
11/13/2024 | Independent Advisor Alliance | 3,565 | $283K | 0.0% | +5.2% | 0.011% | |
11/12/2024 | Kingsview Wealth Management LLC | 25,233 | $2.01M | 0.0% | -41.1% | 0.075% | |
11/12/2024 | Alesco Advisors LLC | 121,913 | $9.69M | 0.3% | -4.0% | 0.363% | |
11/12/2024 | Flagstar Advisors Inc. | 3,085 | $245K | 0.1% | -3.9% | 0.009% | |
11/9/2024 | LPL Financial LLC | 1,166,946 | $92.73M | 0.0% | -3.0% | 3.473% | |
11/8/2024 | Etfidea LLC | 2,631 | $209K | 0.1% | N/A | 0.008% | |
11/8/2024 | Avior Wealth Management LLC | 201,871 | $16.04M | 0.6% | +2.2% | 0.601% | |
11/8/2024 | Vance Wealth Inc. | 2,653 | $211K | 0.1% | N/A | 0.008% | |
11/8/2024 | Wrapmanager Inc. | 7,766 | $617K | 0.2% | -30.0% | 0.023% | |
11/7/2024 | MidAtlantic Capital Management Inc. | 10,815 | $859K | 0.6% | N/A | 0.032% | |
11/7/2024 | Tidemark LLC | 532 | $42K | 0.0% | -42.2% | 0.002% | |
11/7/2024 | Drive Wealth Management LLC | 4,115 | $327K | 0.1% | -59.2% | 0.012% | |
11/7/2024 | Aviso Wealth Management | 2,984 | $237K | 0.1% | -9.6% | 0.009% | |
11/7/2024 | MAI Capital Management | 15,517 | $1.23M | 0.0% | -6.2% | 0.046% | |
11/7/2024 | Thrivent Financial for Lutherans | 68,490 | $5.44M | 0.0% | +3.0% | 0.204% | |
11/6/2024 | KPP Advisory Services LLC | 7,104 | $565K | 0.1% | -12.0% | 0.021% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 23,904 | $1.90M | 0.0% | -57.1% | 0.071% | |
11/5/2024 | Aptus Capital Advisors LLC | 30,195 | $2.40M | 0.0% | -9.7% | 0.090% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 2,846 | $226K | 0.0% | -57.7% | 0.008% | |
11/5/2024 | WealthPLAN Partners LLC | 6,960 | $553K | 0.1% | -20.3% | 0.021% | |
11/5/2024 | First National Trust Co | 346,222 | $27.51M | 1.1% | +6.1% | 1.030% | |
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11/1/2024 | Atria Investments Inc | 8,750 | $695K | 0.0% | -21.5% | 0.026% | |
11/1/2024 | Acorn Financial Advisory Services Inc. ADV | 17,821 | $1.42M | 0.3% | +5.7% | 0.053% | |
11/1/2024 | Klingman & Associates LLC | 344,556 | $27.38M | 1.7% | -0.1% | 1.025% | |
11/1/2024 | Rockbridge Investment Management LCC | 127,410 | $10.12M | 1.3% | -41.3% | 0.379% | |
11/1/2024 | SpiderRock Advisors LLC | 5,864 | $466K | 0.0% | N/A | 0.017% | |
11/1/2024 | ABLE Financial Group LLC | 3,876 | $308K | 0.1% | -19.6% | 0.012% | |
10/31/2024 | Confluence Investment Management LLC | 219,960 | $17.48M | 0.2% | +3.5% | 0.655% | |
10/31/2024 | JNBA Financial Advisors | 134,411 | $10.68M | 1.1% | -26.5% | 0.400% | |
10/30/2024 | Centennial Wealth Advisory LLC | 3,914 | $311K | 0.1% | +12.3% | 0.012% | |
10/30/2024 | RTD Financial Advisors Inc. | 59,056 | $4.69M | 0.6% | -8.3% | 0.176% | |
10/30/2024 | HF Advisory Group LLC | 12,835 | $1.02M | 0.5% | +2.7% | 0.038% | |
10/30/2024 | NorthRock Partners LLC | 503,066 | $39.97M | 3.5% | -6.6% | 1.497% | |
10/30/2024 | Moloney Securities Asset Management LLC | 3,143 | $250K | 0.0% | -14.3% | 0.009% | |
10/30/2024 | World Equity Group Inc. | 4,753 | $378K | 0.1% | N/A | 0.014% | |
10/30/2024 | Lutz Financial Services LLC | 690,992 | $54.91M | 4.5% | +2.2% | 2.057% | |
10/29/2024 | Private Wealth Management Group LLC | 142,796 | $11.35M | 4.5% | -0.7% | 0.425% | |
10/29/2024 | IAG Wealth Partners LLC | 60,867 | $4.84M | 0.9% | -1.4% | 0.181% | |
10/29/2024 | Confluence Wealth Services Inc. | 5,805 | $461K | 0.0% | -66.5% | 0.017% | |
10/29/2024 | Carmichael Hill & Associates Inc. | 760 | $60K | 0.0% | -28.3% | 0.002% | |
10/29/2024 | Pure Financial Advisors LLC | 17,665 | $1.40M | 0.0% | -3.1% | 0.053% | |
10/29/2024 | Sage Financial Group Inc. | 79,111 | $6.29M | 0.5% | -1.0% | 0.235% | |
10/29/2024 | Chicago Partners Investment Group LLC | 36,880 | $2.95M | 0.1% | +8.7% | 0.110% | |
10/29/2024 | Farther Finance Advisors LLC | 23,725 | $1.89M | 0.1% | -17.8% | 0.071% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 60,037 | $4.77M | 0.2% | -1.0% | 0.179% | |
10/28/2024 | Principal Securities Inc. | 32,619 | $2.59M | 0.1% | +11.4% | 0.097% | |
10/28/2024 | Balanced Wealth Group LLC | 134,734 | $10.63M | 4.6% | -45.6% | 0.401% | |
10/28/2024 | US Bancorp DE | 955 | $76K | 0.0% | +26.5% | 0.003% | |
10/28/2024 | Measured Wealth Private Client Group LLC | 4,027 | $320K | 0.1% | -67.1% | 0.012% | |
10/24/2024 | Salomon & Ludwin LLC | 13,732 | $1.09M | 0.1% | +4.9% | 0.041% | |
10/24/2024 | Montz Harcus Wealth Management LLC | 13,973 | $1.11M | 0.6% | +1.0% | 0.042% | |
10/24/2024 | Goldstein Advisors LLC | 2,706 | $215K | 0.0% | N/A | 0.008% | |
10/24/2024 | GHP Investment Advisors Inc. | 271,333 | $21.56M | 1.0% | +1.6% | 0.808% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 6,357,586 | $505.17M | 1.1% | +7.6% | 18.921% | |
10/24/2024 | NorthCrest Asset Manangement LLC | 7,209 | $573K | 0.0% | +11.2% | 0.021% | |
10/23/2024 | Allworth Financial LP | 14,848 | $1.18M | 0.0% | -1.8% | 0.044% | |
10/23/2024 | Convergence Financial LLC | 249,956 | $19.86M | 4.2% | +9.5% | 0.744% | |
10/23/2024 | Trueblood Wealth Management LLC | 4,841 | $385K | 0.2% | +38.5% | 0.014% | |
10/23/2024 | Silver Oak Securities Incorporated | 10,624 | $843K | 0.1% | +62.6% | 0.032% | |
10/23/2024 | Mount Yale Investment Advisors LLC | 9,127 | $725K | 0.1% | +98.7% | 0.027% | |
10/23/2024 | Financial Guidance Group Inc. | 30,041 | $2.39M | 1.4% | -10.2% | 0.089% | |
10/23/2024 | Commonwealth Financial Services LLC | 11,849 | $933K | 0.2% | -4.5% | 0.035% | |
10/22/2024 | McAdam LLC | 178,410 | $14.18M | 0.8% | -24.7% | 0.531% | |
10/22/2024 | Elevated Capital Advisors LLC | 6,169 | $490K | 0.1% | N/A | 0.018% | |
10/22/2024 | Private Advisor Group LLC | 65,119 | $5.17M | 0.0% | +8.1% | 0.194% | |
10/21/2024 | Rodgers & Associates LTD | 209,592 | $16.65M | 2.0% | -1.4% | 0.624% | |
10/21/2024 | Barden Capital Management Inc. | 23,003 | $1.83M | 1.6% | +2.1% | 0.068% | |
10/21/2024 | Koss Olinger Consulting LLC | 66,684 | $5.30M | 0.5% | -0.7% | 0.198% | |
10/19/2024 | Capital Wealth Management LLC | 69,116 | $5.49M | 2.4% | -0.8% | 0.206% | |
10/18/2024 | Stratos Wealth Advisors LLC | 19,278 | $1.53M | 0.1% | -2.9% | 0.057% | |
10/17/2024 | LexAurum Advisors LLC | 6,140 | $488K | 0.1% | -9.5% | 0.018% | |
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10/17/2024 | Onyx Bridge Wealth Group LLC | 6,332 | $503K | 0.1% | -4.6% | 0.019% | |
10/16/2024 | Global Retirement Partners LLC | 11,772 | $935K | 0.0% | -67.7% | 0.035% | |
10/16/2024 | Good Life Advisors LLC | 10,757 | $855K | 0.1% | -6.9% | 0.032% | |
10/16/2024 | Summit Investment Advisory Services LLC | 2,946 | $234K | 0.1% | N/A | 0.009% | |
10/16/2024 | B.O.S.S. Retirement Advisors LLC | 10,902 | $866K | 0.2% | +28.4% | 0.032% | |
10/16/2024 | Bill Few Associates Inc. | 8,532 | $678K | 0.2% | +20.4% | 0.025% | |
10/16/2024 | Asset Dedication LLC | 285,278 | $22.67M | 1.5% | +1.7% | 0.849% | |
10/16/2024 | CCG Wealth Management LLC | 5,319 | $423K | 0.2% | -7.6% | 0.016% | |
10/16/2024 | ERn Financial LLC | 214,987 | $17.08M | 2.6% | -0.7% | 0.640% | |
10/15/2024 | First Pacific Financial | 358,773 | $28.51M | 6.7% | -0.1% | 1.068% | |