11/4/2024 | Venturi Wealth Management LLC | 706 | $74K | 0.0% | +180.2% | 0.001% | |
11/4/2024 | Catalytic Wealth RIA LLC | 45,555 | $4.77M | 0.8% | -0.2% | 0.096% | |
11/4/2024 | 1900 Wealth Management LLC | 75,433 | $8.03M | 0.7% | +12.6% | 0.159% | |
11/4/2024 | Sigma Planning Corp | 12,819 | $1.34M | 0.0% | -39.2% | 0.027% | |
11/1/2024 | Atria Investments Inc | 21,533 | $2.25M | 0.0% | +5.3% | 0.045% | |
11/1/2024 | Assetmark Inc. | 326 | $34K | 0.0% | +352.8% | 0.001% | |
|
11/1/2024 | Lionsbridge Wealth Management LLC | 27,723 | $2.90M | 2.3% | -23.9% | 0.058% | |
11/1/2024 | Leavell Investment Management Inc. | 8,295 | $868K | 0.0% | -16.1% | 0.017% | |
11/1/2024 | Aspire Wealth Management Corp | 767 | $80K | 0.0% | -76.8% | 0.002% | |
10/31/2024 | Cozad Asset Management Inc. | 59,341 | $6.21M | 0.6% | -14.4% | 0.125% | |
10/31/2024 | Spinnaker Trust | 5,211 | $545K | 0.0% | -91.5% | 0.011% | |
10/31/2024 | Concurrent Investment Advisors LLC | 4,587 | $480K | 0.0% | +104.3% | 0.010% | |
10/31/2024 | Family Asset Management LLC | 14,735 | $1.54M | 0.9% | -69.2% | 0.031% | |
10/30/2024 | Milestone Investment Advisors LLC | 34,911 | $3.65M | 1.0% | -3.5% | 0.073% | |
10/30/2024 | Silicon Valley Capital Partners | 531,547 | $55.64M | 7.2% | -24.5% | 1.117% | |
10/29/2024 | Latitude Advisors LLC | 8,053 | $843K | 0.5% | -19.9% | 0.017% | |
10/29/2024 | Janney Montgomery Scott LLC | 146,476 | $15.33M | 0.0% | -1.2% | 0.308% | |
10/29/2024 | Farther Finance Advisors LLC | 7,732 | $809K | 0.0% | N/A | 0.016% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 1,332 | $139K | 0.0% | -46.4% | 0.003% | |
10/28/2024 | Focus Financial Network Inc. | 20,504 | $2.15M | 0.1% | +2.7% | 0.043% | |
10/28/2024 | US Bancorp DE | 3,126 | $327K | 0.0% | -11.7% | 0.007% | |
10/25/2024 | Financial Advocates Investment Management | 85,353 | $8.93M | 0.5% | +1.9% | 0.179% | |
10/25/2024 | SteelPeak Wealth LLC | 65,859 | $6.89M | 0.3% | +1.4% | 0.138% | |
10/25/2024 | Golden State Equity Partners | 7,142 | $748K | 0.2% | +17.5% | 0.015% | |
10/25/2024 | Mutual Advisors LLC | 13,383 | $1.41M | 0.0% | -59.3% | 0.028% | |
10/25/2024 | Eagle Strategies LLC | 68,051 | $7.12M | 1.3% | -24.5% | 0.143% | |
10/25/2024 | Valmark Advisers Inc. | 2,665 | $279K | 0.0% | -27.2% | 0.006% | |
10/25/2024 | Andina Capital Management LLC | 9,279 | $971K | 0.7% | -9.5% | 0.020% | |
10/25/2024 | Strategic Blueprint LLC | 57,309 | $6.00M | 0.4% | +21.8% | 0.120% | |
10/25/2024 | Integrated Advisors Network LLC | 5,646 | $591K | 0.0% | -88.2% | 0.012% | |
10/25/2024 | Barry Investment Advisors LLC | 6,136 | $642K | 0.2% | +15.3% | 0.013% | |
10/24/2024 | Vima LLC | 15,275 | $1.60M | 3.3% | -22.3% | 0.032% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 4,496 | $471K | 0.1% | +15.0% | 0.009% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 114,549 | $11.99M | 0.0% | -15.7% | 0.241% | |
10/23/2024 | Allworth Financial LP | 65,632 | $6.87M | 0.0% | -6.3% | 0.138% | |
10/23/2024 | Hudock Inc. | 30,326 | $3.17M | 0.5% | +3.0% | 0.064% | |
10/23/2024 | Santori & Peters Inc. | 50,280 | $5.26M | 2.1% | +0.3% | 0.106% | |
10/23/2024 | Grimes & Company Inc. | 2,886 | $302K | 0.0% | -27.8% | 0.006% | |
10/22/2024 | Private Advisor Group LLC | 82,164 | $8.60M | 0.1% | -24.7% | 0.173% | |
10/21/2024 | Flagship Harbor Advisors LLC | 91,014 | $9.53M | 0.5% | N/A | 0.191% | |
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10/21/2024 | Calton & Associates Inc. | 24,663 | $2.58M | 1.0% | +27.3% | 0.052% | |
10/21/2024 | Foundations Investment Advisors LLC | 18,158 | $1.90M | 0.0% | N/A | 0.038% | |
10/21/2024 | Trilogy Capital Inc. | 42,143 | $4.41M | 0.2% | +0.8% | 0.089% | |
10/19/2024 | Financial Designs Corp | 66,381 | $6.95M | 4.5% | +5.8% | 0.140% | |
10/19/2024 | Longview Financial Advisors Inc. | 102,401 | $10.72M | 7.9% | +0.9% | 0.215% | |
10/18/2024 | Commonwealth Equity Services LLC | 422,236 | $44.20M | 0.1% | -2.1% | 0.887% | |
10/18/2024 | Raymond James & Associates | 428,511 | $44.85M | 0.0% | +8.6% | 0.901% | |
10/18/2024 | Stratos Wealth Advisors LLC | 7,247 | $759K | 0.0% | -84.8% | 0.015% | |
10/17/2024 | Stratos Wealth Partners LTD. | 227,668 | $23.83M | 0.3% | +3.7% | 0.478% | |
10/17/2024 | Inspire Advisors LLC | 23,696 | $2.48M | 0.3% | -4.2% | 0.050% | |
10/17/2024 | CHB Investment Group LLC | 25,680 | $2.69M | 1.4% | N/A | 0.054% | |
10/16/2024 | Global Retirement Partners LLC | 204,685 | $21.42M | 0.6% | +1.6% | 0.430% | |
10/16/2024 | Avaii Wealth Management LLC | 11,970 | $1.25M | 0.6% | -82.6% | 0.025% | |
10/16/2024 | Longview Financial Advisors Inc. | 101,260 | $9.93M | 9.1% | -0.2% | 0.213% | |
10/16/2024 | ERn Financial LLC | 32,381 | $3.39M | 0.5% | +1.8% | 0.068% | |
10/15/2024 | First United Bank & Trust | 45,503 | $4.76M | 1.7% | +3.5% | 0.096% | |
10/15/2024 | Oxinas Partners Wealth Management LLC | 11,069 | $1.16M | 0.7% | -1.7% | 0.023% | |
10/11/2024 | Iams Wealth Management LLC | 3,168 | $332K | 0.2% | +20.2% | 0.007% | |
10/11/2024 | Creative Planning | 91,157 | $9.54M | 0.0% | -6.1% | 0.192% | |
10/11/2024 | Redhawk Wealth Advisors Inc. | 14,163 | $1.48M | 0.2% | +43.3% | 0.030% | |
10/11/2024 | Armstrong Advisory Group Inc. | 242,332 | $25.37M | 2.1% | +7.3% | 0.509% | |
10/10/2024 | Darrow Company Inc. | 97,824 | $10.24M | 5.9% | +6.0% | 0.206% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 569 | $60K | 0.0% | -98.9% | 0.001% | |
10/10/2024 | Retirement Planning Group LLC | 1,269,426 | $132.87M | 7.2% | +1.0% | 2.668% | |
10/10/2024 | Silverlake Wealth Management LLC | 3,021 | $316K | 0.1% | -75.2% | 0.006% | |
10/10/2024 | Lion Street Advisors LLC | 2,508 | $263K | 0.1% | -12.7% | 0.005% | |
10/9/2024 | Nvest Financial LLC | 2,968 | $311K | 0.2% | -3.5% | 0.006% | |
10/9/2024 | Moisand Fitzgerald Tamayo LLC | 246 | $26K | 0.0% | +778.6% | 0.001% | |
10/9/2024 | Planned Solutions Inc. | 103,766 | $10.86M | 4.4% | +2.1% | 0.218% | |
10/9/2024 | High Note Wealth LLC | 5,372 | $562K | 0.2% | -1.8% | 0.011% | |
10/8/2024 | Howard Financial Services LTD. | 275,817 | $28.87M | 4.2% | +11.8% | 0.580% | |
10/8/2024 | Sovereign Financial Group Inc. | 16,790 | $1.76M | 0.4% | +28.9% | 0.035% | |
10/8/2024 | Brookstone Capital Management | 6,329 | $662K | 0.0% | +96.5% | 0.013% | |
10/8/2024 | Park Place Capital Corp | 315 | $33K | 0.0% | -55.9% | 0.001% | |
10/7/2024 | Bank of New Hampshire | 9,230 | $966K | 0.2% | -2.6% | 0.019% | |
10/7/2024 | IAM Advisory LLC | 14,354 | $1.50M | 0.4% | -11.5% | 0.030% | |
10/4/2024 | Breakwater Capital Group | 43,963 | $4.60M | 0.9% | -7.1% | 0.092% | |
10/3/2024 | Johnson & White Wealth Management LLC | 35,250 | $3.69M | 3.2% | +7.8% | 0.074% | |
9/5/2024 | Sanctuary Advisors LLC | 118,414 | $12.09M | 0.1% | N/A | 0.249% | |
8/22/2024 | Cetera Investment Advisers | 173,631 | $17.85M | 0.0% | +4.5% | 0.365% | |
8/21/2024 | Truist Financial Corp | 127,846 | $13.14M | 0.0% | -34.0% | 0.269% | |
8/19/2024 | Hershey Financial Advisers LLC | 7,874 | $809K | 0.7% | N/A | 0.017% | |
8/19/2024 | EP Wealth Advisors LLC | 2,104 | $216K | 0.0% | +7.2% | 0.004% | |
8/16/2024 | Regal Investment Advisors LLC | 139,284 | $14.32M | 0.9% | +5.5% | 0.293% | |
8/16/2024 | Invst LLC | 13,211 | $1.35M | 0.1% | +13.8% | 0.028% | |
8/16/2024 | NewEdge Advisors LLC | 79,935 | $8.22M | 0.1% | -1.2% | 0.168% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 782,377 | $80.41M | 0.1% | +11.0% | 1.644% | |
8/16/2024 | Creative Planning | 97,029 | $9.97M | 0.0% | +0.7% | 0.204% | |
8/14/2024 | Bank of Montreal Can | 43,223 | $4.47M | 0.0% | +1,129.3% | 0.091% | |
8/14/2024 | EverSource Wealth Advisors LLC | 375 | $39K | 0.0% | N/A | 0.001% | |
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8/14/2024 | Fairscale Capital LLC | 4,355 | $464K | 0.4% | N/A | 0.009% | |
8/13/2024 | Thrivent Financial for Lutherans | 486,608 | $50.01M | 0.1% | -29.3% | 1.023% | |
8/13/2024 | AE Wealth Management LLC | 3,559 | $366K | 0.0% | -92.9% | 0.007% | |
8/13/2024 | WealthTrust Asset Management LLC | 2,767 | $284K | 0.2% | +4.1% | 0.006% | |
8/13/2024 | Cedar Wealth Management LLC | 144,591 | $14.86M | 4.8% | +0.8% | 0.304% | |
8/12/2024 | Glass Jacobson Investment Advisors llc | 2,774 | $285K | 0.1% | +14.4% | 0.006% | |
8/10/2024 | Perennial Investment Advisors LLC | 195,992 | $20.14M | 2.9% | +3.6% | 0.412% | |
8/9/2024 | Pine Harbor Wealth Management LLC | 67,108 | $6.90M | 4.1% | +1.0% | 0.141% | |
8/8/2024 | Inspire Advisors LLC | 24,724 | $2.54M | 0.3% | -3.4% | 0.052% | |
8/8/2024 | Envestnet Asset Management Inc. | 2,230,808 | $229.28M | 0.1% | -3.6% | 4.689% | |