11/15/2024 | MML Investors Services LLC | 2,619 | $294K | 0.0% | -12.6% | 0.035% | |
11/15/2024 | IHT Wealth Management LLC | 19,339 | $2.17M | 0.1% | +30.7% | 0.256% | |
11/15/2024 | Integrated Wealth Concepts LLC | 4,074 | $457K | 0.0% | -9.7% | 0.054% | |
11/15/2024 | Kestra Investment Management LLC | 67,027 | $7.52M | 0.3% | -54.2% | 0.889% | |
11/12/2024 | Kingsview Wealth Management LLC | 26,333 | $2.95M | 0.1% | +20.6% | 0.349% | |
11/6/2024 | Main Street Financial Solutions LLC | 2,122 | $238K | 0.0% | -8.6% | 0.028% | |
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11/4/2024 | Axxcess Wealth Management LLC | 10,257 | $1.15M | 0.0% | +6.0% | 0.136% | |
11/1/2024 | Crumly & Associates Inc. | 14,155 | $1.59M | 0.4% | -9.0% | 0.188% | |
11/1/2024 | Leavell Investment Management Inc. | 16,050 | $1.80M | 0.1% | +3.5% | 0.213% | |
11/1/2024 | Aspire Wealth Management Corp | 8,392 | $941K | 0.5% | -37.7% | 0.111% | |
10/31/2024 | Concurrent Investment Advisors LLC | 3,933 | $441K | 0.0% | -18.1% | 0.052% | |
10/30/2024 | World Equity Group Inc. | 3,058 | $343K | 0.1% | +21.2% | 0.041% | |
10/29/2024 | Indie Asset Partners LLC | 3,846 | $431K | 0.3% | +16.0% | 0.051% | |
10/25/2024 | Financial Advocates Investment Management | 6,168 | $692K | 0.0% | -15.9% | 0.082% | |
10/25/2024 | Pallas Capital Advisors LLC | 37,062 | $4.13M | 0.2% | +3.0% | 0.492% | |
10/24/2024 | Family Investment Center Inc. | 35,117 | $3.94M | 1.0% | -0.4% | 0.466% | |
10/22/2024 | McAdam LLC | 3,039 | $341K | 0.0% | +19.4% | 0.040% | |
10/22/2024 | Private Advisor Group LLC | 48,104 | $5.40M | 0.0% | -8.0% | 0.638% | |
10/21/2024 | Venture Visionary Partners LLC | 8,533 | $957K | 0.0% | +36.4% | 0.113% | |
10/19/2024 | Brown Lisle Cummings Inc. | 6,805 | $763K | 0.2% | -7.9% | 0.090% | |
10/18/2024 | Raymond James & Associates | 56,119 | $6.29M | 0.0% | +1.6% | 0.744% | |
10/18/2024 | Precedent Wealth Partners LLC | 7,120 | $799K | 0.3% | +207.4% | 0.094% | |
10/16/2024 | Global Retirement Partners LLC | 10,460 | $1.17M | 0.0% | +1.8% | 0.139% | |
10/16/2024 | Horizon Wealth Management LLC | 11,428 | $1.28M | 0.3% | +2.1% | 0.152% | |
10/15/2024 | FMA Wealth Management LLC | 36,149 | $4.05M | 2.9% | +194.2% | 0.479% | |
10/11/2024 | Creative Planning | 256,939 | $28.82M | 0.0% | +3.1% | 3.408% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 1,892 | $212K | 0.0% | -20.0% | 0.025% | |
8/30/2024 | Creekside Partners | 5,707 | $592K | 0.3% | N/A | 0.076% | |
8/28/2024 | Kestra Investment Management LLC | 146,290 | $15.18M | 1.0% | N/A | 1.940% | |
8/22/2024 | Cetera Investment Advisers | 26,548 | $2.75M | 0.0% | +10.5% | 0.352% | |
8/21/2024 | Truist Financial Corp | 4,637 | $481K | 0.0% | -45.1% | 0.061% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 56,549 | $5.87M | 0.0% | -0.6% | 0.750% | |
8/16/2024 | Creative Planning | 249,144 | $25.85M | 0.0% | +1.1% | 3.304% | |
8/13/2024 | Thrivent Financial for Lutherans | 13,828 | $1.44M | 0.0% | -14.1% | 0.183% | |
8/10/2024 | Axxcess Wealth Management LLC | 9,675 | $1.00M | 0.0% | +10.4% | 0.128% | |
8/9/2024 | Collaborative Wealth Managment Inc. | 21,552 | $2.24M | 1.1% | -1.1% | 0.286% | |
8/8/2024 | Envestnet Asset Management Inc. | 78,116 | $8.10M | 0.0% | -4.9% | 1.036% | |
8/8/2024 | Thoroughbred Financial Services LLC | 2,500 | $259K | 0.0% | +4.8% | 0.033% | |
8/8/2024 | LPL Financial LLC | 595,507 | $61.78M | 0.0% | -0.4% | 7.898% | |
8/6/2024 | Strategic Financial Concepts LLC | 790,022 | $81.96M | 0.3% | +9,541.5% | 10.478% | |
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8/5/2024 | Private Advisor Group LLC | 52,311 | $5.43M | 0.0% | -6.8% | 0.694% | |
8/3/2024 | Crumly & Associates Inc. | 15,560 | $1.61M | 0.5% | -22.0% | 0.206% | |
8/1/2024 | Family Asset Management LLC | 443 | $46K | 0.0% | N/A | 0.006% | |
7/31/2024 | Essex Financial Services Inc. | 7,841 | $813K | 0.0% | +48.9% | 0.104% | |
7/31/2024 | Commonwealth Equity Services LLC | 17,993 | $1.87M | 0.0% | -21.3% | 0.239% | |
7/31/2024 | Concurrent Investment Advisors LLC | 4,802 | $498K | 0.0% | -10.2% | 0.064% | |
7/29/2024 | Financial Advocates Investment Management | 7,338 | $761K | 0.0% | -3.9% | 0.097% | |
7/25/2024 | First Heartland Consultants Inc. | 2,929 | $304K | 0.0% | N/A | 0.039% | |
7/24/2024 | McAdam LLC | 2,546 | $264K | 0.0% | +22.5% | 0.034% | |
7/23/2024 | Precedent Wealth Partners LLC | 2,316 | $240K | 0.1% | N/A | 0.031% | |
7/22/2024 | Pallas Capital Advisors LLC | 35,972 | $3.91M | 0.2% | +5.9% | 0.477% | |
7/22/2024 | Horizon Wealth Management LLC | 11,195 | $1.16M | 0.3% | +5.3% | 0.148% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 171,251 | $17.77M | 0.0% | +0.6% | 2.271% | |
7/19/2024 | Family Investment Center Inc. | 35,262 | $3.66M | 1.1% | +8.5% | 0.468% | |
7/19/2024 | Raymond James & Associates | 55,234 | $5.73M | 0.0% | +2.4% | 0.733% | |
7/19/2024 | FMA Wealth Management LLC | 12,288 | $1.28M | 1.0% | +16.9% | 0.163% | |
7/19/2024 | World Equity Group Inc. | 2,524 | $262K | 0.1% | +32.7% | 0.033% | |
7/18/2024 | Triad Wealth Partners LLC | 3,866 | $401K | 0.2% | N/A | 0.051% | |
7/17/2024 | Galvin Gaustad & Stein LLC | 3,062 | $318K | 0.0% | -7.5% | 0.041% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 2,365 | $245K | 0.0% | -22.9% | 0.031% | |
7/15/2024 | Fifth Third Securities Inc. | 9,027 | $936K | 0.1% | +22.8% | 0.120% | |
7/9/2024 | Arden Trust Co | 133,021 | $13.80M | 1.9% | -1.0% | 1.764% | |
5/24/2024 | Cetera Advisors LLC | 1,998 | $217K | 0.0% | N/A | 0.026% | |
5/24/2024 | Cetera Investment Advisers | 24,018 | $2.61M | 0.0% | +239.0% | 0.319% | |
5/14/2024 | Axxcess Wealth Management LLC | 8,767 | $953K | 0.0% | +10.2% | 0.116% | |
5/10/2024 | Rodgers & Associates LTD | 3,588 | $390K | 0.1% | +10.8% | 0.048% | |
5/9/2024 | Kingsview Wealth Management LLC | 14,939 | $1.62M | 0.0% | +29.7% | 0.198% | |
5/8/2024 | Avantax Advisory Services Inc. | 8,922 | $969K | 0.0% | +10.2% | 0.118% | |
5/8/2024 | Thoroughbred Financial Services LLC | 2,386 | $259K | 0.0% | -3.8% | 0.032% | |
5/7/2024 | Concurrent Investment Advisors LLC | 5,345 | $581K | 0.0% | -88.0% | 0.071% | |
5/7/2024 | Insight Advisors LLC PA | 5,669 | $616K | 0.1% | +9.8% | 0.075% | |
4/30/2024 | Private Advisor Group LLC | 56,127 | $6.10M | 0.0% | +11.0% | 0.744% | |
4/30/2024 | Arkadios Wealth Advisors | 49,089 | $5.33M | 0.4% | -2.3% | 0.651% | |
4/29/2024 | Commonwealth Equity Services LLC | 22,853 | $2.48M | 0.0% | +5.2% | 0.303% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 437 | $47K | 0.0% | +33.2% | 0.006% | |
4/29/2024 | Aspire Wealth Management Corp | 24,461 | $2.66M | 1.6% | -48.9% | 0.324% | |
4/24/2024 | Leavell Investment Management Inc. | 15,490 | $1.68M | 0.1% | +1.8% | 0.205% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 1,865 | $203K | 0.1% | +103.8% | 0.025% | |
4/24/2024 | Essex Financial Services Inc. | 5,266 | $572K | 0.1% | +17.9% | 0.070% | |
4/23/2024 | Global Retirement Partners LLC | 8,999 | $978K | 0.0% | -2.8% | 0.119% | |
4/23/2024 | McAdam LLC | 2,079 | $226K | 0.0% | N/A | 0.028% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 170,187 | $18.49M | 0.0% | +6.2% | 2.251% | |
4/22/2024 | Strategic Financial Concepts LLC | 8,194 | $890K | 0.2% | N/A | 0.108% | |
4/22/2024 | Family Investment Center Inc. | 32,498 | $3.53M | 1.1% | N/A | 0.430% | |
4/22/2024 | Raymond James & Associates | 53,943 | $5.86M | 0.0% | +8.0% | 0.714% | |
4/18/2024 | Horizon Wealth Management LLC | 10,631 | $1.16M | 0.3% | +9.1% | 0.141% | |
4/18/2024 | Mayfair Advisory Group LLC | 2,129 | $231K | 0.2% | -4.5% | 0.028% | |
4/16/2024 | Capital Asset Advisory Services LLC | 8,748 | $939K | 0.1% | +9.9% | 0.116% | |
4/16/2024 | Lockerman Financial Group Inc. | 1,950 | $212K | 0.4% | N/A | 0.026% | |
4/11/2024 | RFG Advisory LLC | 4,925 | $535K | 0.0% | +4.8% | 0.065% | |
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4/3/2024 | Arden Trust Co | 134,388 | $14.60M | 2.0% | +0.5% | 1.748% | |
2/26/2024 | Centaurus Financial Inc. | 4,798 | $483K | 0.0% | -17.3% | 0.062% | |
2/14/2024 | XML Financial LLC | 2,446 | $246K | 0.0% | -17.0% | 0.032% | |
2/13/2024 | Belpointe Asset Management LLC | 3,399 | $342K | 0.0% | -42.7% | 0.044% | |
2/9/2024 | FMA Wealth Management LLC | 7,523 | $758K | 0.7% | N/A | 0.098% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 3,743 | $377K | 0.0% | +11.1% | 0.049% | |
2/8/2024 | Financial Advocates Investment Management | 7,638 | $769K | 0.0% | +16.8% | 0.099% | |
2/8/2024 | Kingsview Wealth Management LLC | 11,521 | $1.16M | 0.0% | +41.3% | 0.150% | |
2/7/2024 | Avantax Advisory Services Inc. | 8,094 | $815K | 0.0% | +1.3% | 0.105% | |
2/7/2024 | Collaborative Wealth Managment Inc. | 20,503 | $2.07M | 1.1% | -4.9% | 0.267% | |