11/4/2024 | Proffitt & Goodson Inc. | 422 | $39K | 0.0% | N/A | 0.003% | |
11/4/2024 | Sigma Planning Corp | 9,285 | $858K | 0.0% | +1.3% | 0.059% | |
11/1/2024 | Atria Investments Inc | 189,075 | $17.48M | 0.2% | -40.0% | 1.208% | |
11/1/2024 | Stone Point Wealth LLC | 4,237 | $392K | 0.1% | -4.1% | 0.027% | |
11/1/2024 | Financial Strategies Group Inc. | 8,071 | $744K | 0.2% | -8.7% | 0.052% | |
10/25/2024 | Valmark Advisers Inc. | 24,102 | $2.23M | 0.0% | +321.3% | 0.154% | |
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10/24/2024 | J.W. Cole Advisors Inc. | 16,519 | $1.53M | 0.1% | N/A | 0.106% | |
10/24/2024 | Ackerman Capital Advisors LLC | 12,873 | $1.19M | 0.3% | -0.9% | 0.082% | |
10/24/2024 | Valley National Advisers Inc. | 2,143 | $198K | 0.0% | -97.2% | 0.014% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 22,482 | $2.08M | 0.0% | +2.9% | 0.144% | |
10/22/2024 | Macroview Investment Management LLC | 738 | $68K | 0.1% | -28.8% | 0.005% | |
10/22/2024 | Private Advisor Group LLC | 24,880 | $2.30M | 0.0% | -0.8% | 0.159% | |
10/22/2024 | Sierra Capital LLC | 6,886 | $637K | 0.1% | -36.3% | 0.044% | |
10/21/2024 | Cannon Financial Strategists Inc. | 108,335 | $10.02M | 1.7% | +5.2% | 0.692% | |
10/19/2024 | Cannon Financial Strategists Inc. | 109,421 | $9.68M | 1.9% | +6.3% | 0.699% | |
10/18/2024 | Raymond James & Associates | 180,935 | $16.73M | 0.0% | +1.5% | 1.156% | |
10/18/2024 | Legend Financial Advisors Inc. | 91,621 | $8.47M | 5.8% | -1.2% | 0.585% | |
10/17/2024 | Aspiriant LLC | 33,233 | $3.07M | 0.1% | -1.8% | 0.212% | |
10/16/2024 | Riversedge Advisors LLC | 72,642 | $6.72M | 1.5% | -3.3% | 0.464% | |
10/16/2024 | Global Retirement Partners LLC | 37,556 | $3.47M | 0.1% | +2.3% | 0.240% | |
10/16/2024 | Mokosak Advisory Group LLC | 85,055 | $7.86M | 2.4% | -3.0% | 0.543% | |
10/10/2024 | Octavia Wealth Advisors LLC | 182,927 | $17.01M | 2.1% | +5.9% | 1.169% | |
10/10/2024 | RFG Holdings Inc. | 90,463 | $8.37M | 3.0% | -2.2% | 0.578% | |
10/9/2024 | Pacific Sun Financial Corp | 12,374 | $1.14M | 0.6% | -3.0% | 0.079% | |
10/9/2024 | Hexagon Capital Partners LLC | 612 | $57K | 0.0% | -49.9% | 0.004% | |
10/8/2024 | CWM LLC | 98,029 | $9.06M | 0.0% | +4.9% | 0.626% | |
10/8/2024 | Daymark Wealth Partners LLC | 6,715 | $621K | 0.0% | -2.1% | 0.043% | |
10/8/2024 | Saxon Interests Inc. | 30,926 | $2.86M | 1.3% | -0.5% | 0.198% | |
10/8/2024 | Axiom Advisory LLC | 19,774 | $1.77M | 0.0% | +2.2% | 0.126% | |
10/8/2024 | Integrated Capital Management Inc. | 40,122 | $3.71M | 2.9% | -2.5% | 0.256% | |
10/3/2024 | Park Avenue Securities LLC | 65,374 | $6.04M | 0.1% | -1.3% | 0.418% | |
9/10/2024 | Cannon Financial Strategists Inc. | 102,970 | $8.62M | 1.6% | N/A | 0.658% | |
8/22/2024 | Cetera Investment Advisers | 35,689 | $2.99M | 0.0% | +4.5% | 0.228% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 25,989 | $2.17M | 0.0% | -36.4% | 0.166% | |
8/15/2024 | Daymark Wealth Partners LLC | 6,862 | $574K | 0.0% | N/A | 0.044% | |
8/13/2024 | Thrivent Financial for Lutherans | 10,406 | $871K | 0.0% | -4.5% | 0.066% | |
8/12/2024 | Glass Jacobson Investment Advisors llc | 636 | $53K | 0.0% | -17.4% | 0.004% | |
8/9/2024 | Renaissance Technologies LLC | 4,000 | $335K | 0.0% | N/A | 0.026% | |
8/8/2024 | Envestnet Asset Management Inc. | 206,655 | $17.29M | 0.0% | -1.7% | 1.320% | |
8/8/2024 | SYM FINANCIAL Corp | 147,350 | $12.33M | 2.0% | -6.3% | 0.942% | |
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8/8/2024 | Hardin Capital Partners LLC | 2,993 | $250K | 0.2% | N/A | 0.019% | |
8/7/2024 | Studio Investment Management LLC | 23,042 | $1.95M | 0.4% | +18.0% | 0.147% | |
8/6/2024 | Strategic Financial Concepts LLC | 10,119 | $847K | 0.0% | N/A | 0.065% | |
8/6/2024 | Fidelity D & D Bancorp Inc. | 3,544 | $297K | 0.2% | -85.7% | 0.023% | |
8/5/2024 | Private Advisor Group LLC | 25,075 | $2.10M | 0.0% | -9.7% | 0.160% | |
8/5/2024 | N.E.W. Advisory Services LLC | 473,178 | $39.59M | 4.3% | -18.4% | 3.024% | |
8/3/2024 | Lowery Thomas LLC | 7,352 | $615K | 0.4% | +9.0% | 0.047% | |
8/2/2024 | Octavia Wealth Advisors LLC | 172,749 | $14.54M | 2.0% | +6.0% | 1.104% | |
8/2/2024 | Silver Oak Advisory Group Inc. | 97,081 | $8.12M | 4.5% | -1.5% | 0.620% | |
8/1/2024 | Valmark Advisers Inc. | 5,721 | $479K | 0.0% | +54.5% | 0.037% | |
7/31/2024 | Asset Planning Corporation | 98,971 | $8.28M | 6.2% | -2.4% | 0.632% | |
7/31/2024 | Spire Wealth Management | 66,600 | $5.57M | 0.2% | +0.5% | 0.426% | |
7/31/2024 | Commonwealth Equity Services LLC | 70,247 | $5.88M | 0.0% | -5.0% | 0.449% | |
7/30/2024 | International Assets Investment Management LLC | 857 | $72K | 0.0% | N/A | 0.005% | |
7/27/2024 | Legend Financial Advisors Inc. | 92,748 | $7.76M | 5.5% | +4.5% | 0.593% | |
7/27/2024 | Riversedge Advisors LLC | 75,136 | $6.29M | 1.5% | -2.6% | 0.480% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 14,906 | $1.25M | 0.0% | +1.0% | 0.095% | |
7/26/2024 | Evensky & Katz LLC | 25,866 | $2.16M | 0.2% | -2.7% | 0.165% | |
7/26/2024 | Sierra Capital LLC | 10,808 | $904K | 0.1% | -47.9% | 0.069% | |
7/26/2024 | Ackerman Capital Advisors LLC | 12,993 | $1.09M | 0.3% | +1.6% | 0.083% | |
7/26/2024 | Salomon & Ludwin LLC | 746 | $62K | 0.0% | -14.4% | 0.005% | |
7/25/2024 | Mokosak Advisory Group LLC | 87,673 | $7.34M | 2.4% | +1.1% | 0.560% | |
7/23/2024 | Macroview Investment Management LLC | 1,036 | $87K | 0.1% | -84.4% | 0.007% | |
7/19/2024 | Pacific Sun Financial Corp | 12,754 | $1.07M | 0.6% | -1.2% | 0.081% | |
7/19/2024 | Raymond James & Associates | 178,296 | $14.92M | 0.0% | -0.3% | 1.139% | |
7/18/2024 | Saxon Interests Inc. | 31,076 | $2.60M | 1.2% | -6.6% | 0.199% | |
7/18/2024 | Miracle Mile Advisors LLC | 17,722 | $1.48M | 0.0% | -6.6% | 0.113% | |
7/18/2024 | Valley National Advisers Inc. | 76,604 | $6.41M | 1.0% | +4.2% | 0.489% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 21,856 | $1.83M | 0.0% | -1.6% | 0.140% | |
7/15/2024 | RFG Holdings Inc. | 92,500 | $7.74M | 2.9% | -8.9% | 0.591% | |
7/15/2024 | Fifth Third Securities Inc. | 7,310 | $615K | 0.1% | -86.8% | 0.047% | |
7/12/2024 | Integrated Capital Management Inc. | 41,170 | $3.45M | 2.7% | -1.9% | 0.263% | |
7/10/2024 | CWM LLC | 93,445 | $7.82M | 0.0% | -0.6% | 0.597% | |
7/9/2024 | Park Avenue Securities LLC | 66,232 | $5.54M | 0.1% | -1.0% | 0.423% | |
6/17/2024 | TruNorth Capital Management LLC | 3,288 | $291K | 0.1% | N/A | 0.021% | |
5/24/2024 | Cetera Advisors LLC | 8,673 | $767K | 0.0% | N/A | 0.055% | |
5/24/2024 | Cetera Investment Advisers | 34,139 | $3.02M | 0.0% | +293.2% | 0.218% | |
5/21/2024 | Atria Investments Inc | 356,264 | $31.50M | 0.4% | +1.7% | 2.276% | |
5/17/2024 | New Covenant Trust Company N.A. | 350 | $31K | 0.0% | N/A | 0.002% | |
5/17/2024 | Comerica Bank | 7,349 | $650K | 0.0% | -31.3% | 0.047% | |
5/16/2024 | Silvercrest Asset Management Group LLC | 123,888 | $10.95M | 0.1% | -7.7% | 0.792% | |
5/10/2024 | Osaic Holdings Inc. | 118,618 | $10.49M | 0.0% | -6.5% | 0.758% | |
5/10/2024 | Banco BTG Pactual S.A. | 2,426 | $215K | 0.0% | N/A | 0.016% | |
5/9/2024 | SageView Advisory Group LLC | 6,792 | $601K | 0.0% | N/A | 0.043% | |
5/9/2024 | BHK Investment Advisors LLC | 3,200 | $283K | 0.1% | N/A | 0.020% | |
5/7/2024 | Stokes Family Office LLC | 4,860 | $430K | 0.1% | -22.7% | 0.031% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 2,573 | $228K | 0.0% | -20.9% | 0.016% | |
5/6/2024 | SYM FINANCIAL Corp | 157,282 | $13.91M | 2.3% | -4.1% | 1.005% | |
5/4/2024 | Silver Oak Advisory Group Inc. | 98,575 | $8.72M | 4.9% | +2.4% | 0.630% | |
5/2/2024 | Salomon & Ludwin LLC | 872 | $77K | 0.0% | N/A | 0.006% | |
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5/1/2024 | Resonant Capital Advisors LLC | 35,592 | $3.15M | 0.3% | +0.6% | 0.227% | |
5/1/2024 | Janney Montgomery Scott LLC | 7,994 | $707K | 0.0% | +4.4% | 0.051% | |
4/30/2024 | Private Advisor Group LLC | 27,779 | $2.46M | 0.0% | -2.5% | 0.178% | |
4/30/2024 | Saxony Capital Management LLC | 2,558 | $226K | 0.3% | +6.1% | 0.016% | |
4/30/2024 | HB Wealth Management LLC | 8,666 | $766K | 0.0% | -2.1% | 0.055% | |
4/30/2024 | Macroview Investment Management LLC | 6,634 | $587K | 0.6% | -31.3% | 0.042% | |
4/29/2024 | Commonwealth Equity Services LLC | 73,976 | $6.54M | 0.0% | -1.7% | 0.473% | |
4/25/2024 | One Day In July LLC | 219,588 | $19.42M | 2.6% | +0.8% | 1.403% | |
4/24/2024 | Ackerman Capital Advisors LLC | 12,793 | $1.13M | 0.3% | -21.5% | 0.082% | |
4/24/2024 | Spire Wealth Management | 66,252 | $5.86M | 0.2% | -0.6% | 0.423% | |