10/31/2024 | Advisor Resource Council | 3,512 | $347K | 0.2% | N/A | 0.037% | |
10/31/2024 | Concurrent Investment Advisors LLC | 6,277 | $619K | 0.0% | N/A | 0.066% | |
10/30/2024 | Maia Wealth LLC | 1,575 | $155K | 0.0% | N/A | 0.017% | |
10/30/2024 | Beacon Financial Advisory LLC | 4,980 | $491K | 0.2% | -19.1% | 0.052% | |
10/30/2024 | Tobias Financial Advisors Inc. | 20,628 | $2.04M | 0.4% | -1.0% | 0.217% | |
10/29/2024 | Farther Finance Advisors LLC | 1,275 | $126K | 0.0% | +240.0% | 0.013% | |
|
10/28/2024 | Balanced Wealth Group LLC | 17,648 | $1.74M | 0.8% | -0.6% | 0.185% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 2,292 | $226K | 0.0% | -6.6% | 0.024% | |
10/24/2024 | Arkadios Wealth Advisors | 2,950 | $291K | 0.0% | -27.7% | 0.031% | |
10/23/2024 | Silver Oak Securities Incorporated | 12,047 | $1.19M | 0.1% | +336.2% | 0.127% | |
10/22/2024 | Private Advisor Group LLC | 97,333 | $9.61M | 0.1% | -4.6% | 1.022% | |
10/22/2024 | Eastern Bank | 1,000 | $99K | 0.0% | N/A | 0.011% | |
10/18/2024 | Raymond James & Associates | 385,991 | $38.09M | 0.0% | -1.6% | 4.055% | |
10/16/2024 | Cornerstone Wealth Management LLC | 63,987 | $6.31M | 0.4% | +5.1% | 0.672% | |
10/16/2024 | Prism Advisors Inc. | 21,355 | $2.11M | 0.6% | -3.1% | 0.224% | |
10/8/2024 | CWM LLC | 69,380 | $6.85M | 0.0% | -3.1% | 0.729% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 52,513 | $5.18M | 0.2% | -2.0% | 0.552% | |
10/8/2024 | Mather Group LLC. | 6,597 | $651K | 0.0% | -20.2% | 0.069% | |
10/7/2024 | IAM Advisory LLC | 3,104 | $306K | 0.1% | -5.9% | 0.033% | |
10/2/2024 | M&R Capital Management Inc. | 305 | $30K | 0.0% | -48.3% | 0.003% | |
9/23/2024 | Centaurus Financial Inc. | 1,718 | $162K | 0.0% | N/A | 0.018% | |
8/22/2024 | Cetera Investment Advisers | 18,095 | $1.71M | 0.0% | -0.6% | 0.190% | |
8/21/2024 | Truist Financial Corp | 51,684 | $4.88M | 0.0% | -0.6% | 0.543% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 3,623 | $342K | 0.0% | -26.4% | 0.038% | |
8/16/2024 | Gateway Wealth Partners LLC | 4,217 | $398K | 0.1% | N/A | 0.044% | |
8/16/2024 | Regal Investment Advisors LLC | 73,918 | $6.98M | 0.5% | +4.8% | 0.776% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 4,021 | $380K | 0.0% | -51.6% | 0.042% | |
8/16/2024 | Elevation Capital Advisory LLC | 97,945 | $9.25M | 4.2% | N/A | 1.029% | |
8/16/2024 | Silver Lake Advisory LLC | 2,512 | $237K | 0.0% | N/A | 0.026% | |
8/16/2024 | Creative Planning | 5,675 | $536K | 0.0% | +7.7% | 0.060% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 215,455 | $215K | 0.0% | -0.2% | 2.263% | |
8/9/2024 | Total Clarity Wealth Management Inc. | 11,128 | $1.05M | 0.4% | +145.3% | 0.117% | |
8/8/2024 | Envestnet Asset Management Inc. | 99,065 | $9.36M | 0.0% | +2.8% | 1.041% | |
8/8/2024 | Thoroughbred Financial Services LLC | 12,631 | $1.19M | 0.1% | -5.6% | 0.133% | |
8/8/2024 | LPL Financial LLC | 810,331 | $76.54M | 0.0% | +4.9% | 8.512% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 722 | $68K | 0.0% | N/A | 0.008% | |
8/5/2024 | Private Advisor Group LLC | 102,065 | $9.64M | 0.1% | -4.4% | 1.072% | |
8/1/2024 | JPL Wealth Management LLC | 27,731 | $2.62M | 1.3% | +2.1% | 0.291% | |
8/1/2024 | Summit Financial LLC | 3,807 | $360K | 0.0% | +19.6% | 0.040% | |
7/31/2024 | Spire Wealth Management | 35,043 | $3.31M | 0.1% | +8.9% | 0.368% | |
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7/31/2024 | Commonwealth Equity Services LLC | 106,623 | $10.07M | 0.0% | -3.3% | 1.120% | |
7/30/2024 | International Assets Investment Management LLC | 1,451 | $137K | 0.0% | N/A | 0.015% | |
7/29/2024 | Ridgewood Investments LLC | 712 | $67K | 0.0% | N/A | 0.007% | |
7/29/2024 | Arkadios Wealth Advisors | 4,082 | $386K | 0.0% | -2.9% | 0.043% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 191,518 | $18.09M | 0.1% | +14.5% | 2.012% | |
7/26/2024 | Bristlecone Advisors LLC | 1,290 | $122K | 0.0% | N/A | 0.014% | |
7/25/2024 | Institute for Wealth Management LLC. | 32,712 | $3.09M | 0.4% | -1.2% | 0.344% | |
7/25/2024 | RPS Advisory Solutions LLC | 5,909 | $558K | 0.5% | N/A | 0.062% | |
7/24/2024 | EdgeRock Capital LLC | 640 | $60K | 0.0% | N/A | 0.007% | |
7/23/2024 | Exchange Capital Management Inc. | 2,577 | $243K | 0.0% | -19.0% | 0.027% | |
7/22/2024 | Atria Wealth Solutions Inc. | 14,971 | $1.41M | 0.0% | +2.0% | 0.157% | |
7/22/2024 | Focus Financial Network Inc. | 10,015 | $943K | 0.0% | -13.3% | 0.105% | |
7/19/2024 | Raymond James & Associates | 392,084 | $37.03M | 0.0% | -2.1% | 4.119% | |
7/18/2024 | Silver Lake Advisory LLC | 2,512 | $237K | 0.0% | N/A | 0.026% | |
7/16/2024 | Cornerstone Wealth Management LLC | 60,873 | $5.75M | 0.4% | +4.7% | 0.639% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 2,453 | $232K | 0.0% | -13.4% | 0.026% | |
7/10/2024 | Prism Advisors Inc. | 22,042 | $2.08M | 0.6% | -11.3% | 0.232% | |
7/10/2024 | CWM LLC | 71,597 | $6.76M | 0.0% | -4.3% | 0.752% | |
7/9/2024 | Mather Group LLC. | 8,271 | $739K | 0.0% | +62.0% | 0.087% | |
5/24/2024 | Cetera Advisors LLC | 8,266 | $738K | 0.0% | +13.9% | 0.087% | |
5/24/2024 | Cetera Investment Advisers | 18,208 | $1.63M | 0.0% | N/A | 0.191% | |
5/17/2024 | Comerica Bank | 17,276 | $1.54M | 0.0% | -7.3% | 0.181% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 4,923 | $440K | 0.0% | +6.7% | 0.052% | |
5/10/2024 | Horizon Family Wealth Inc. | 3,522 | $314K | 0.2% | +11.3% | 0.037% | |
5/9/2024 | Koshinski Asset Management Inc. | 6,152 | $549K | 0.1% | -48.9% | 0.065% | |
5/8/2024 | Ethos Financial Group LLC | 93,524 | $8.35M | 1.6% | N/A | 0.988% | |
5/8/2024 | Legacy Capital Group California Inc. | 3,182 | $284K | 0.1% | N/A | 0.034% | |
5/7/2024 | Oppenheimer & Co. Inc. | 8,277 | $739K | 0.0% | +1.8% | 0.087% | |
5/4/2024 | Geneos Wealth Management Inc. | 15,382 | $1.37M | 0.1% | +4.4% | 0.162% | |
5/2/2024 | Choreo LLC | 2,320 | $207K | 0.0% | N/A | 0.024% | |
5/1/2024 | Janney Montgomery Scott LLC | 5,186 | $463K | 0.0% | +4.2% | 0.055% | |
4/30/2024 | Private Advisor Group LLC | 106,712 | $9.53M | 0.1% | -1.2% | 1.127% | |
4/29/2024 | Commonwealth Equity Services LLC | 110,262 | $9.85M | 0.0% | -5.9% | 1.164% | |
4/26/2024 | YHB Investment Advisors Inc. | 475 | $42K | 0.0% | N/A | 0.005% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 8,600 | $768K | 0.0% | N/A | 0.091% | |
4/25/2024 | Summit Financial LLC | 3,183 | $284K | 0.0% | N/A | 0.034% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 167,295 | $14.94M | 0.1% | +4.2% | 1.767% | |
4/24/2024 | Win Advisors Inc. | 34,887 | $3.12M | 1.4% | -14.4% | 0.368% | |
4/24/2024 | Fulcrum Equity Management | 14,024 | $1.25M | 1.5% | N/A | 0.148% | |
4/24/2024 | Spire Wealth Management | 32,178 | $2.87M | 0.1% | +10.0% | 0.340% | |
4/23/2024 | Covenant Asset Management LLC | 6,118 | $546K | 0.1% | -12.0% | 0.065% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 54,315 | $4.85M | 0.0% | -1.4% | 0.574% | |
4/22/2024 | Raymond James & Associates | 400,466 | $35.76M | 0.0% | +15.5% | 4.229% | |
4/19/2024 | Cornerstone Wealth Management LLC | 58,129 | $5.19M | 0.4% | +1.6% | 0.614% | |
4/19/2024 | Advisor Resource Council | 3,512 | $314K | 0.1% | N/A | 0.037% | |
4/19/2024 | Evolution Wealth Advisors LLC | 5,000 | $446K | 0.1% | N/A | 0.053% | |
4/18/2024 | Verum Partners LLC | 2,317 | $207K | 0.1% | N/A | 0.024% | |
4/18/2024 | Exchange Capital Management Inc. | 3,180 | $284K | 0.0% | -18.0% | 0.034% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 53,682 | $4.79M | 0.2% | -0.3% | 0.567% | |
4/9/2024 | Mather Group LLC. | 5,104 | $456K | 0.0% | +3.7% | 0.056% | |
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3/22/2024 | PNC Financial Services Group Inc. | 6,321 | $491K | 0.0% | +37.1% | 0.069% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 4,615 | $359K | 0.0% | -6.3% | 0.050% | |
2/15/2024 | Comerica Bank | 18,640 | $1.45M | 0.0% | -8.2% | 0.203% | |
2/14/2024 | Traction Financial Partners LLC | 3,553 | $276K | 0.2% | N/A | 0.039% | |
2/12/2024 | Focus Financial Network Inc. ADV | 11,438 | $889K | 0.0% | N/A | 0.124% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 12,112 | $941K | 0.0% | -6.0% | 0.132% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 160,514 | $12.47M | 0.1% | -5.7% | 1.747% | |
2/9/2024 | JPL Wealth Management LLC | 22,474 | $1.75M | 1.3% | N/A | 0.245% | |
2/9/2024 | EverSource Wealth Advisors LLC | 3,398 | $264K | 0.0% | -3.9% | 0.037% | |
2/9/2024 | Wells Fargo & Company MN | 118,857 | $9.24M | 0.0% | -7.7% | 1.293% | |