11/15/2024 | Goodman Advisory Group LLC | 4,093 | $809K | 0.2% | -5.8% | 0.094% | |
11/15/2024 | MML Investors Services LLC | 2,631 | $520K | 0.0% | -11.7% | 0.060% | |
11/15/2024 | IHT Wealth Management LLC | 3,614 | $714K | 0.0% | +2.7% | 0.083% | |
11/15/2024 | HighTower Advisors LLC | 12,922 | $2.55M | 0.0% | -1.1% | 0.296% | |
11/14/2024 | Captrust Financial Advisors | 4,958 | $979K | 0.0% | +1.7% | 0.114% | |
11/13/2024 | FMR LLC | 1,283 | $253K | 0.0% | +15.2% | 0.029% | |
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11/13/2024 | Gentry Private Wealth LLC | 9,525 | $1.88M | 1.5% | +6.7% | 0.218% | |
11/12/2024 | Great Valley Advisor Group Inc. | 2,569 | $507K | 0.0% | +16.7% | 0.059% | |
11/8/2024 | Kraft Davis & Associates LLC | 5,434 | $1.06M | 0.3% | +1.7% | 0.125% | |
11/8/2024 | PNC Financial Services Group Inc. | 15,942 | $3.15M | 0.0% | -1.0% | 0.366% | |
11/6/2024 | GoalVest Advisory LLC | 26,260 | $5.19M | 1.5% | +10.4% | 0.602% | |
11/5/2024 | Apollon Financial LLC | 1,015 | $200K | 0.1% | N/A | 0.023% | |
11/4/2024 | Axxcess Wealth Management LLC | 3,525 | $696K | 0.0% | +15.2% | 0.081% | |
11/2/2024 | 17 Capital Partners LLC | 2,530 | $500K | 0.3% | +30.1% | 0.058% | |
11/1/2024 | Acorn Financial Advisory Services Inc. ADV | 1,755 | $347K | 0.1% | +11.4% | 0.040% | |
11/1/2024 | SFG Wealth Management LLC. | 12,710 | $2.51M | 1.3% | +0.6% | 0.292% | |
10/30/2024 | Madden Advisory Services Inc. | 1,309 | $259K | 0.1% | -4.8% | 0.030% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 1,225 | $242K | 0.0% | N/A | 0.028% | |
10/24/2024 | Arkadios Wealth Advisors | 2,729 | $539K | 0.0% | -1.9% | 0.063% | |
10/23/2024 | Country Club Bank | 16,158 | $3.20M | 0.2% | -7.8% | 0.371% | |
10/22/2024 | Private Advisor Group LLC | 28,386 | $5.61M | 0.0% | -28.1% | 0.651% | |
10/21/2024 | Foundations Investment Advisors LLC | 2,901 | $573K | 0.0% | -30.0% | 0.067% | |
10/17/2024 | Richard W. Paul & Associates LLC | 551 | $109K | 0.0% | -34.6% | 0.013% | |
10/11/2024 | CX Institutional | 2,474 | $489K | 0.0% | N/A | 0.057% | |
10/10/2024 | Koshinski Asset Management Inc. | 8,112 | $1.60M | 0.1% | -0.9% | 0.186% | |
10/10/2024 | Montis Financial LLC | 1,394 | $275K | 0.1% | N/A | 0.032% | |
10/9/2024 | Adirondack Trust Co. | 255 | $50K | 0.0% | -32.9% | 0.006% | |
10/8/2024 | Axiom Advisory LLC | 28,160 | $5.32M | 0.0% | +1.7% | 0.646% | |
10/8/2024 | Alpha Cubed Investments LLC | 1,264 | $250K | 0.0% | -11.2% | 0.029% | |
9/23/2024 | Centaurus Financial Inc. | 4,363 | $852K | 0.1% | +20.9% | 0.100% | |
8/22/2024 | Cetera Investment Advisers | 7,823 | $1.53M | 0.0% | +2.3% | 0.179% | |
8/21/2024 | Truist Financial Corp | 2,738 | $535K | 0.0% | -3.3% | 0.063% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 79,674 | $15.56M | 0.0% | +17.4% | 1.827% | |
8/16/2024 | Silver Lake Advisory LLC | 2,870 | $560K | 0.1% | N/A | 0.066% | |
8/16/2024 | Goodman Advisory Group LLC | 4,346 | $849K | 0.3% | +4.2% | 0.100% | |
8/13/2024 | Kayne Anderson Rudnick Investment Management LLC | 1,053 | $205K | 0.0% | N/A | 0.024% | |
8/9/2024 | Pinion Investment Advisors LLC | 11,267 | $2.20M | 1.1% | N/A | 0.258% | |
8/8/2024 | Envestnet Asset Management Inc. | 14,084 | $2.75M | 0.0% | +18.3% | 0.323% | |
8/8/2024 | LPL Financial LLC | 193,270 | $37.74M | 0.0% | -12.0% | 4.433% | |
8/6/2024 | Gentry Private Wealth LLC | 8,927 | $1.74M | 1.5% | N/A | 0.205% | |
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8/6/2024 | Flynn Zito Capital Management LLC | 1,306 | $255K | 0.1% | N/A | 0.030% | |
8/5/2024 | Private Advisor Group LLC | 39,469 | $7.71M | 0.1% | +3.3% | 0.905% | |
8/2/2024 | Foundations Investment Advisors LLC | 4,146 | $810K | 0.0% | -3.5% | 0.095% | |
8/2/2024 | Acorn Financial Advisory Services Inc. ADV | 1,575 | $308K | 0.1% | -10.2% | 0.036% | |
7/31/2024 | Aptus Capital Advisors LLC | 219 | $43K | 0.0% | -47.0% | 0.005% | |
7/30/2024 | GoalVest Advisory LLC | 23,782 | $4.64M | 1.5% | +1,151.7% | 0.545% | |
7/29/2024 | Kraft Davis & Associates LLC | 5,345 | $985K | 0.3% | N/A | 0.123% | |
7/29/2024 | Arkadios Wealth Advisors | 2,781 | $543K | 0.0% | N/A | 0.064% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 18,786 | $3.67M | 0.0% | +297.5% | 0.431% | |
7/25/2024 | Institute for Wealth Management LLC. | 5,210 | $1.02M | 0.1% | -2.3% | 0.119% | |
7/24/2024 | Joseph P. Lucia & Associates LLC | 3,752 | $733K | 0.4% | +30.5% | 0.086% | |
7/23/2024 | Richard W. Paul & Associates LLC | 843 | $165K | 0.1% | N/A | 0.019% | |
7/22/2024 | Geneva Partners LLC | 8,312 | $1.62M | 0.7% | +7.8% | 0.191% | |
7/19/2024 | SFG Wealth Management LLC. | 12,630 | $2.47M | 1.4% | +2.5% | 0.290% | |
7/18/2024 | 17 Capital Partners LLC | 1,945 | $380K | 0.3% | +30.3% | 0.045% | |
7/18/2024 | Silver Lake Advisory LLC | 2,870 | $560K | 0.1% | N/A | 0.066% | |
7/16/2024 | Great Valley Advisor Group Inc. | 2,201 | $430K | 0.0% | +30.9% | 0.050% | |
7/16/2024 | Alpha Cubed Investments LLC | 1,424 | $278K | 0.0% | +26.7% | 0.033% | |
7/15/2024 | SMI Advisory Services LLC | 27,586 | $5.58M | 1.4% | N/A | 0.633% | |
7/10/2024 | CWM LLC | 832 | $163K | 0.0% | +57.6% | 0.019% | |
7/9/2024 | Park Avenue Securities LLC | 3,964 | $774K | 0.0% | -10.5% | 0.091% | |
6/28/2024 | Bright Futures Wealth Management LLC. | 1,352 | $263K | 0.1% | N/A | 0.031% | |
5/17/2024 | Montchanin Asset Management LLC | 2,275 | $415K | 0.4% | N/A | 0.052% | |
5/14/2024 | Axxcess Wealth Management LLC | 3,060 | $558K | 0.0% | +2.0% | 0.070% | |
5/9/2024 | Leo Wealth LLC | 1,950 | $358K | 0.0% | -4.1% | 0.045% | |
5/9/2024 | Koshinski Asset Management Inc. | 10,885 | $1.99M | 0.2% | -23.3% | 0.250% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 1,893 | $345K | 0.0% | -11.5% | 0.043% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 2,875 | $524K | 0.3% | +16.8% | 0.066% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 505 | $92K | 0.0% | -17.3% | 0.012% | |
4/30/2024 | Private Advisor Group LLC | 38,204 | $6.97M | 0.1% | +59.4% | 0.876% | |
4/30/2024 | Geneva Partners LLC | 7,708 | $1.41M | 0.6% | +9.4% | 0.177% | |
4/30/2024 | Commonwealth Equity Services LLC | 5,160 | $941K | 0.0% | -36.0% | 0.118% | |
4/26/2024 | SFG Wealth Management LLC. | 12,326 | $2.25M | 1.3% | +1.1% | 0.283% | |
4/24/2024 | Win Advisors Inc. | 66,153 | $12.07M | 5.3% | N/A | 1.517% | |
4/24/2024 | Fulcrum Equity Management | 6,622 | $1.21M | 1.4% | -8.0% | 0.152% | |
4/22/2024 | Parsons Capital Management Inc. RI | 18,165 | $3.31M | 0.2% | -2.8% | 0.417% | |
4/19/2024 | PCG Wealth Advisors LLC | 1,127 | $206K | 0.1% | N/A | 0.026% | |
4/18/2024 | Chatham Capital Group Inc. | 1,150 | $210K | 0.0% | N/A | 0.026% | |
4/15/2024 | GoalVest Advisory LLC | 1,900 | $347K | 0.1% | N/A | 0.044% | |
4/11/2024 | 17 Capital Partners LLC | 1,493 | $272K | 0.2% | N/A | 0.039% | |
3/29/2024 | Adirondack Trust Co. | 380 | $68K | 0.0% | -34.5% | 0.010% | |
3/14/2024 | Leo Wealth LLC | 2,033 | $366K | 0.0% | N/A | 0.054% | |
2/29/2024 | Tortoise Investment Management LLC | 191 | $31K | 0.0% | N/A | 0.005% | |
2/26/2024 | Centaurus Financial Inc. | 3,115 | $511K | 0.0% | N/A | 0.082% | |
2/20/2024 | Able Wealth Management LLC | 252 | $41K | 0.0% | N/A | 0.007% | |
2/12/2024 | Avestar Capital LLC | 2,622 | $430K | 0.0% | -72.4% | 0.069% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 1,577 | $259K | 0.0% | +12.5% | 0.042% | |
2/12/2024 | Madden Advisory Services Inc. | 1,379 | $226K | 0.1% | N/A | 0.036% | |
2/9/2024 | Keystone Financial Group | 2,015 | $331K | 0.1% | -6.9% | 0.053% | |
2/9/2024 | Wells Fargo & Company MN | 109,454 | $17.97M | 0.0% | +11.0% | 2.888% | |
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2/8/2024 | Tortoise Investment Management LLC | 191 | $34K | 0.0% | N/A | 0.005% | |
2/8/2024 | Legacy Capital Group California Inc. | 1,724 | $283K | 0.1% | N/A | 0.045% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 2,140 | $351K | 0.0% | -5.5% | 0.056% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 611 | $100K | 0.0% | -17.2% | 0.016% | |
2/6/2024 | Private Advisor Group LLC | 23,963 | $3.93M | 0.0% | +38.9% | 0.632% | |
2/6/2024 | Axxcess Wealth Management LLC | 3,000 | $492K | 0.0% | N/A | 0.079% | |
2/2/2024 | Truist Financial Corp | 2,849 | $468K | 0.0% | -3.0% | 0.075% | |
2/2/2024 | Atria Wealth Solutions Inc. | 4,111 | $675K | 0.0% | -36.4% | 0.108% | |
2/1/2024 | GAMMA Investing LLC | 2,205 | $374K | 0.1% | N/A | 0.058% | |
2/1/2024 | RWA Wealth Partners LLC | 2,124 | $349K | 0.0% | -11.9% | 0.056% | |