5/16/2024 | B. Riley Wealth Advisors Inc. | 17,631 | $540K | 0.0% | +47.1% | 0.062% | |
5/16/2024 | WPWealth LLP | 43,349 | $1.46M | 0.4% | +47.7% | 0.152% | |
5/14/2024 | JT Stratford LLC | 14,024 | $471K | 0.1% | N/A | 0.051% | |
5/14/2024 | CreativeOne Wealth LLC | 18,589 | $624K | 0.0% | +72.6% | 0.068% | |
5/14/2024 | InterOcean Capital Group LLC | 11,800 | $396K | 0.0% | -25.8% | 0.043% | |
5/10/2024 | Osaic Holdings Inc. | 370,101 | $12.43M | 0.0% | +3.6% | 1.356% | |
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5/10/2024 | Alera Investment Advisors LLC | 15,430 | $518K | 0.1% | -15.8% | 0.057% | |
5/9/2024 | Corrado Advisors LLC | 62,251 | $2.09M | 1.4% | +116.4% | 0.228% | |
5/9/2024 | Blair William & Co. IL | 115,306 | $3.87M | 0.0% | +2.7% | 0.422% | |
5/9/2024 | SageView Advisory Group LLC | 304,177 | $10.22M | 0.5% | +137.3% | 1.114% | |
5/8/2024 | Avantax Advisory Services Inc. | 23,945 | $804K | 0.0% | -7.1% | 0.088% | |
5/7/2024 | Bedel Financial Consulting Inc. | 242,956 | $8.16M | 1.3% | -3.0% | 0.890% | |
5/7/2024 | BCGM Wealth Management LLC | 11,309 | $380K | 0.1% | +28.8% | 0.041% | |
5/6/2024 | Gill Capital Partners LLC | 170,142 | $5.60M | 2.3% | +207.4% | 0.623% | |
5/6/2024 | Advisory Alpha LLC | 12,365 | $415K | 0.0% | -10.7% | 0.045% | |
5/4/2024 | Csenge Advisory Group | 7,504 | $252K | 0.0% | N/A | 0.027% | |
5/2/2024 | Lincoln National Corp | 109,113 | $3.67M | 0.1% | -12.1% | 0.400% | |
5/1/2024 | Janney Montgomery Scott LLC | 164,578 | $5.53M | 0.0% | -6.3% | 0.603% | |
5/1/2024 | Lineweaver Wealth Advisors LLC | 27,972 | $940K | 0.2% | -13.1% | 0.102% | |
4/30/2024 | Strategic Wealth Partners Group LLC | 233,206 | $7.83M | 0.9% | +138.2% | 0.854% | |
4/29/2024 | Commonwealth Equity Services LLC | 496,473 | $16.68M | 0.0% | -17.3% | 1.819% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 7,876 | $265K | 0.0% | -49.8% | 0.029% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 200,229 | $6.73M | 0.0% | -8.1% | 0.823% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 27,462 | $922K | 0.2% | -2.2% | 0.113% | |
4/24/2024 | Spire Wealth Management | 32,543 | $1.09M | 0.0% | -16.8% | 0.134% | |
4/23/2024 | Milestone Asset Management LLC | 13,350 | $448K | 0.1% | -29.7% | 0.055% | |
4/23/2024 | Strategic Blueprint LLC | 54,375 | $1.83M | 0.1% | -1.4% | 0.223% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 153,321 | $5.15M | 0.0% | +11.5% | 0.630% | |
4/22/2024 | Outlook Wealth Advisors LLC | 129,247 | $4.34M | 1.3% | N/A | 0.531% | |
4/19/2024 | Lake Street Private Wealth LLC | 70,502 | $2.37M | 0.3% | -1.3% | 0.290% | |
4/19/2024 | KFG Wealth Management LLC | 106,197 | $3.57M | 1.5% | +6.4% | 0.436% | |
4/18/2024 | Miracle Mile Advisors LLC | 1,205,481 | $40.49M | 1.0% | -18.0% | 4.955% | |
4/17/2024 | Cornerstone Wealth Group LLC | 28,708 | $964K | 0.1% | N/A | 0.118% | |
4/17/2024 | Atticus Wealth Management LLC | 20,013 | $672K | 0.2% | +19.4% | 0.082% | |
4/17/2024 | CRA Financial Services LLC | 9,365 | $315K | 0.1% | -7.4% | 0.038% | |
4/16/2024 | Transform Wealth LLC | 7,966 | $268K | 0.0% | -97.2% | 0.033% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 80,881 | $2.72M | 0.0% | -30.5% | 0.332% | |
4/15/2024 | Brookstone Capital Management | 70,343 | $2.36M | 0.0% | -41.5% | 0.289% | |
4/12/2024 | Southland Equity Partners LLC | 179,061 | $6.02M | 1.7% | +2.5% | 0.736% | |
4/12/2024 | Lloyd Advisory Services LLC. | 40,179 | $1.44M | 0.3% | N/A | 0.165% | |
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4/12/2024 | AdvisorNet Financial Inc | 17,393 | $584K | 0.1% | +7.2% | 0.071% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 34,508 | $1.16M | 0.5% | -38.5% | 0.142% | |
4/11/2024 | RFG Advisory LLC | 39,063 | $1.31M | 0.0% | +482.9% | 0.183% | |
4/10/2024 | BCS Wealth Management | 31,972 | $1.07M | 0.3% | -44.5% | 0.150% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 11,982 | $392K | 0.0% | -32.0% | 0.056% | |
3/6/2024 | SageView Advisory Group LLC | 128,203 | $4.24M | 0.1% | +21.0% | 0.600% | |
2/26/2024 | Centaurus Financial Inc. | 59,617 | $1.95M | 0.1% | -2.1% | 0.279% | |
2/23/2024 | Chicago Partners Investment Group LLC | 8,173 | $270K | 0.0% | -12.1% | 0.038% | |
2/16/2024 | SageView Advisory Group LLC | 128,203 | $4.24M | 0.1% | +21.0% | 0.600% | |
2/12/2024 | Schulz Wealth LTD. | 15,515 | $507K | 0.5% | N/A | 0.073% | |
2/12/2024 | Focus Financial Network Inc. ADV | 9,766 | $319K | 0.0% | N/A | 0.046% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 18,406 | $602K | 0.1% | -2.5% | 0.086% | |
2/9/2024 | SageView Advisory Group LLC | 128,203 | $4.24M | 0.1% | +21.0% | 0.600% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 217,782 | $7.12M | 0.0% | -14.8% | 1.020% | |
2/9/2024 | InterOcean Capital Group LLC | 15,900 | $520K | 0.0% | -41.7% | 0.074% | |
2/9/2024 | CreativeOne Wealth LLC | 10,767 | $352K | 0.0% | N/A | 0.050% | |
2/8/2024 | Sound View Wealth Advisors Group LLC | 30,076 | $983K | 0.1% | -4.2% | 0.141% | |
2/8/2024 | Beacon Pointe Advisors LLC | 124,252 | $4.06M | 0.0% | -8.7% | 0.582% | |
2/8/2024 | Foundations Investment Advisors LLC | 19,520 | $645K | 0.0% | -9.2% | 0.091% | |
2/8/2024 | Janney Montgomery Scott LLC | 175,561 | $5.74M | 0.0% | -46.6% | 0.822% | |
2/7/2024 | Avantax Advisory Services Inc. | 25,786 | $843K | 0.0% | -61.1% | 0.121% | |
2/7/2024 | Principal Securities Inc. | 29,236 | $956K | 0.0% | N/A | 0.137% | |
2/6/2024 | Lincoln National Corp | 124,122 | $4.06M | 0.1% | -0.6% | 0.581% | |
2/6/2024 | Spire Wealth Management | 39,137 | $1.29M | 0.0% | -0.9% | 0.183% | |
2/2/2024 | Valmark Advisers Inc. | 37,095 | $1.21M | 0.0% | -1.6% | 0.174% | |
2/2/2024 | Atria Wealth Solutions Inc. | 24,274 | $794K | 0.0% | -16.8% | 0.114% | |
2/1/2024 | Corrado Advisors LLC | 28,762 | $940K | 0.8% | -4.5% | 0.135% | |
2/1/2024 | Nikulski Financial Inc. | 107,869 | $3.53M | 1.3% | -3.5% | 0.505% | |
2/1/2024 | Sigma Planning Corp | 19,659 | $643K | 0.1% | +59.7% | 0.092% | |
2/1/2024 | CRA Financial Services LLC | 10,115 | $331K | 0.1% | -50.8% | 0.047% | |
1/31/2024 | KFG Wealth Management LLC | 99,806 | $3.26M | 1.5% | -25.2% | 0.467% | |
1/31/2024 | Integral Investment Advisors Inc. | 18,760 | $613K | 0.4% | -63.6% | 0.088% | |
1/30/2024 | Elmwood Wealth Management Inc. | 45,482 | $1.49M | 1.0% | -55.7% | 0.213% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 56,138 | $1.84M | 0.9% | -4.5% | 0.263% | |
1/26/2024 | Sequoia Financial Advisors LLC | 18,774 | $614K | 0.0% | -44.8% | 0.088% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 28,094 | $918K | 0.2% | -7.3% | 0.132% | |
1/24/2024 | Stratos Wealth Advisors LLC | 19,757 | $646K | 0.0% | -9.7% | 0.093% | |
1/23/2024 | Milestone Asset Management LLC | 18,977 | $620K | 0.2% | -12.8% | 0.089% | |
1/23/2024 | Applied Capital LLC | 6,953 | $227K | 0.1% | -9.5% | 0.033% | |
1/23/2024 | My Personal CFO LLC | 9,603 | $314K | 0.2% | -9.8% | 0.045% | |
1/22/2024 | Miracle Mile Advisors LLC | 1,469,605 | $48.04M | 1.3% | -15.8% | 6.883% | |
1/19/2024 | AdvisorNet Financial Inc | 16,230 | $531K | 0.0% | -2.0% | 0.076% | |
1/19/2024 | Lineweaver Wealth Advisors LLC | 32,176 | $1.05M | 0.3% | -10.0% | 0.151% | |
1/19/2024 | PFG Advisors | 7,230 | $236K | 0.0% | -6.2% | 0.034% | |
1/19/2024 | Wagner Wealth Management LLC | 2,000 | $65K | 0.0% | N/A | 0.009% | |
1/18/2024 | John W. Brooker & Co. CPAs | 38,180 | $1.25M | 0.7% | -36.9% | 0.179% | |
1/18/2024 | Yarger Wealth Strategies LLC | 11,028 | $360K | 0.3% | -22.2% | 0.052% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 137,545 | $4.50M | 0.0% | -10.6% | 0.644% | |
1/16/2024 | Raymond James & Associates | 20,516 | $671K | 0.0% | +3.4% | 0.096% | |
1/16/2024 | CoreCap Advisors LLC | 57,990 | $1.90M | 0.1% | +4.0% | 0.272% | |
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1/12/2024 | Mutual Advisors LLC | 10,397 | $340K | 0.0% | -5.3% | 0.049% | |
1/12/2024 | Bellwether Advisors LLC | 209,047 | $6.83M | 1.7% | -2.5% | 0.979% | |
1/11/2024 | Brookstone Capital Management | 120,248 | $3.93M | 0.1% | -18.7% | 0.563% | |
1/11/2024 | FORVIS Wealth Advisors LLC | 292,364 | $9.56M | 0.3% | -21.2% | 1.369% | |
1/11/2024 | BCS Wealth Management | 57,606 | $1.88M | 0.7% | -8.3% | 0.270% | |
1/10/2024 | Sugarloaf Wealth Management LLC | 27,368 | $895K | 0.2% | -3.5% | 0.128% | |
1/9/2024 | Southland Equity Partners LLC | 174,656 | $5.71M | 1.8% | -0.2% | 0.818% | |
1/8/2024 | Gill Capital Partners LLC | 55,347 | $1.81M | 0.8% | -4.0% | 0.259% | |
12/6/2023 | VisionPoint Advisory Group LLC | 6,320 | $193K | 0.1% | N/A | 0.030% | |
11/16/2023 | Orion Capital Management LLC | 13,550 | $415K | 0.3% | -14.0% | 0.063% | |