5/11/2024 | Trustmark National Bank Trust Department | 41,047 | $1.87M | 0.2% | +15.9% | 0.145% | |
5/9/2024 | Delta Investment Management LLC | 19,564 | $891K | 0.2% | +33.2% | 0.069% | |
5/9/2024 | TBH Global Asset Management LLC | 86,433 | $3.94M | 0.8% | -20.9% | 0.306% | |
5/9/2024 | D Orazio & Associates Inc. | 628,303 | $28.63M | 4.6% | +15.9% | 2.226% | |
5/9/2024 | Fortis Capital Advisors LLC | 19,092 | $870K | 0.4% | N/A | 0.068% | |
5/8/2024 | Schneider Downs Wealth Management Advisors LP | 104,973 | $4.78M | 1.1% | +13.6% | 0.372% | |
|
5/8/2024 | Paladin Advisory Group LLC | 79,919 | $3.61M | 2.9% | +1.8% | 0.283% | |
5/8/2024 | Avantax Advisory Services Inc. | 9,655 | $440K | 0.0% | +112.7% | 0.034% | |
5/7/2024 | 49 Wealth Management LLC | 133,461 | $6.03M | 1.3% | -12.4% | 0.473% | |
5/7/2024 | Bernardo Wealth Planning LLC | 139,624 | $6.36M | 1.8% | +12.4% | 0.495% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 29,812 | $1.36M | 0.0% | +381.4% | 0.106% | |
5/6/2024 | Gallacher Capital Management LLC | 146,089 | $6.66M | 3.4% | -3.0% | 0.517% | |
5/6/2024 | Advisory Alpha LLC | 30,647 | $1.40M | 0.1% | +2.3% | 0.109% | |
5/4/2024 | Geneos Wealth Management Inc. | 19,686 | $897K | 0.0% | N/A | 0.070% | |
5/3/2024 | MRA Advisory Group | 223,474 | $10.18M | 6.1% | +1.4% | 0.792% | |
5/2/2024 | Diversified LLC | 579,962 | $26.42M | 3.6% | +50.6% | 2.054% | |
5/2/2024 | Lionsbridge Wealth Management LLC | 186,786 | $8.51M | 6.6% | +30.2% | 0.662% | |
5/1/2024 | Janney Capital Management LLC | 53,802 | $2.45M | 0.2% | -1.6% | 0.191% | |
5/1/2024 | Janney Montgomery Scott LLC | 506,630 | $23.08M | 0.1% | +35.2% | 1.795% | |
4/30/2024 | Private Advisor Group LLC | 208,153 | $9.48M | 0.1% | +13.2% | 0.737% | |
4/30/2024 | MN Wealth Advisors LLC | 60,735 | $2.77M | 1.7% | +8.0% | 0.215% | |
4/30/2024 | Perigon Wealth Management LLC | 14,905 | $679K | 0.0% | +36.6% | 0.053% | |
4/30/2024 | SkyOak Wealth LLC | 61,317 | $2.79M | 0.7% | +20.8% | 0.217% | |
4/29/2024 | Commonwealth Equity Services LLC | 91,619 | $4.17M | 0.0% | +11.1% | 0.325% | |
4/29/2024 | Seascape Capital Management | 141,861 | $6.46M | 2.4% | +21.5% | 0.503% | |
4/29/2024 | Kensington Asset Management LLC | 188,250 | $8.58M | 0.4% | N/A | 0.667% | |
4/29/2024 | Financial Futures Ltd Liability Co. | 88,672 | $4.04M | 2.7% | N/A | 0.314% | |
4/26/2024 | Planned Solutions Inc. | 296,751 | $13.52M | 6.6% | +0.3% | 1.051% | |
4/26/2024 | Sage Rhino Capital LLC | 35,586 | $1.62M | 0.4% | +4.9% | 0.126% | |
4/25/2024 | Lodestar Private Asset Management LLC | 161,814 | $7.37M | 1.1% | +10.2% | 0.573% | |
4/25/2024 | Armor Investment Advisors LLC | 114,278 | $5.21M | 2.5% | +20.0% | 0.435% | |
4/25/2024 | Eudaimonia Partners LLC | 49,484 | $2.25M | 0.5% | -26.3% | 0.188% | |
4/25/2024 | Eudaimonia Advisors LLC | 48,565 | $2.21M | 1.2% | -8.0% | 0.185% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 770 | $35K | 0.0% | N/A | 0.003% | |
4/24/2024 | Spire Wealth Management | 39,251 | $1.79M | 0.1% | +33.7% | 0.149% | |
4/23/2024 | Global Retirement Partners LLC | 5,946 | $271K | 0.0% | +29.2% | 0.023% | |
4/23/2024 | LaFleur & Godfrey LLC | 5,838 | $266K | 0.0% | N/A | 0.022% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 95,106 | $4.33M | 0.0% | +54.5% | 0.362% | |
4/22/2024 | Echo Wealth Management LLC | 316,350 | $14.41M | 12.0% | +7.4% | 1.204% | |
4/22/2024 | Strategies Wealth Advisors LLC | 7,831 | $357K | 0.1% | N/A | 0.030% | |
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4/22/2024 | Marmo Financial Group LLC | 55,911 | $2.55M | 1.5% | N/A | 0.213% | |
4/19/2024 | OMNI 360 Wealth Inc. | 21,570 | $983K | 0.8% | +51.5% | 0.082% | |
4/19/2024 | Evolution Wealth Advisors LLC | 66,141 | $3.01M | 0.6% | -4.4% | 0.252% | |
4/18/2024 | Narus Financial Partners LLC | 15,193 | $692K | 0.3% | +56.3% | 0.058% | |
4/18/2024 | Bridgewealth Advisory Group LLC | 67,982 | $3.10M | 1.5% | +494.1% | 0.259% | |
4/18/2024 | MorganRosel Wealth Management LLC | 55,331 | $2.52M | 0.9% | +165.5% | 0.211% | |
4/18/2024 | Scott Capital Advisors LLC | 333,930 | $15.11M | 4.6% | +15.8% | 1.271% | |
4/18/2024 | Mayfair Advisory Group LLC | 11,492 | $524K | 0.4% | +12.0% | 0.044% | |
4/17/2024 | Fiduciary Alliance LLC | 33,956 | $1.54M | 0.3% | +6.6% | 0.129% | |
4/16/2024 | Financial Management Professionals Inc. | 213,006 | $9.71M | 1.4% | -3.9% | 0.811% | |
4/16/2024 | Kathmere Capital Management LLC | 5,658 | $258K | 0.0% | N/A | 0.022% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 121,273 | $5.53M | 0.2% | +2.2% | 0.461% | |
4/15/2024 | Altus Wealth Management LLC | 29,707 | $1.35M | 0.7% | +84.7% | 0.113% | |
4/12/2024 | Capital Advisors Wealth Management LLC | 486,810 | $22.18M | 4.6% | +16.7% | 1.852% | |
4/11/2024 | Security Financial Services INC. | 6,301 | $287K | 0.1% | +6.2% | 0.024% | |
4/11/2024 | Cooper Financial Group | 27,736 | $1.26M | 0.2% | +21.8% | 0.106% | |
4/11/2024 | International Assets Investment Management LLC | 11,990 | $542K | 0.0% | -7.1% | 0.046% | |
4/10/2024 | Legacy Financial Strategies LLC | 5,701 | $260K | 0.1% | +9.4% | 0.022% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 31,618 | $1.44M | 0.0% | +5.9% | 0.255% | |
3/11/2024 | Red Mountain Financial LLC | 68,833 | $3.14M | 4.9% | N/A | 0.554% | |
2/14/2024 | Syverson Strege & Co | 73,650 | $3.36M | 1.3% | +3.6% | 0.593% | |
2/14/2024 | Visionary Wealth Advisors | 158,159 | $7.21M | 0.5% | +73.5% | 1.273% | |
2/13/2024 | Cornerstone Advisory LLC | 6,021 | $275K | 0.0% | -58.9% | 0.048% | |
2/12/2024 | Tradition Wealth Management LLC | 79,442 | $3.62M | 0.4% | +20.2% | 0.640% | |
2/12/2024 | Fortress Wealth Management Inc. | 225,136 | $10.27M | 5.6% | -2.0% | 1.813% | |
2/12/2024 | Focus Financial Network Inc. ADV | 220,501 | $10.12M | 0.4% | N/A | 1.775% | |
2/9/2024 | FMA Wealth Management LLC | 153,443 | $7.00M | 6.4% | N/A | 1.235% | |
2/9/2024 | TBH Global Asset Management LLC | 109,333 | $4.99M | 1.0% | +165.2% | 0.880% | |
2/9/2024 | Certified Advisory Corp | 72,085 | $3.29M | 0.5% | +9.9% | 0.580% | |
2/9/2024 | CreativeOne Wealth LLC | 23,214 | $1.06M | 0.1% | -13.7% | 0.187% | |
2/9/2024 | Schneider Downs Wealth Management Advisors LP | 92,397 | $4.21M | 1.1% | -4.0% | 0.744% | |
2/8/2024 | Financial Advocates Investment Management | 6,618 | $332K | 0.0% | -45.7% | 0.053% | |
2/8/2024 | First Heartland Consultants Inc. | 47,560 | $2.17M | 0.3% | +14.0% | 0.383% | |
2/8/2024 | OMNI 360 Wealth Inc. | 14,237 | $649K | 0.6% | N/A | 0.115% | |
2/8/2024 | Kickstand Ventures LLC. | 100,059 | $4.56M | 1.3% | +43.8% | 0.806% | |
2/8/2024 | Eudaimonia Partners LLC | 67,104 | $3.06M | 0.8% | +20.3% | 0.540% | |
2/8/2024 | Janney Capital Management LLC | 54,654 | $2.49M | 0.2% | N/A | 0.440% | |
2/8/2024 | Janney Montgomery Scott LLC | 374,800 | $17.09M | 0.1% | +77.3% | 3.018% | |
2/8/2024 | D Orazio & Associates Inc. | 542,214 | $24.73M | 4.4% | +178.7% | 4.366% | |
2/8/2024 | Nordwand Advisors LLC | 183,375 | $8.36M | 2.2% | N/A | 1.476% | |
2/7/2024 | Avantax Advisory Services Inc. | 4,539 | $207K | 0.0% | N/A | 0.037% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 6,193 | $282K | 0.0% | N/A | 0.050% | |
2/7/2024 | JFS Wealth Advisors LLC | 4,200 | $192K | 0.0% | +12.0% | 0.034% | |
2/7/2024 | Econ Financial Services Corp | 52,792 | $2.41M | 1.7% | +19.7% | 0.425% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 67,214 | $3.07M | 0.1% | +33.3% | 0.541% | |
2/6/2024 | Family Asset Management LLC | 179,957 | $8.21M | 5.5% | -7.8% | 1.449% | |
2/6/2024 | Private Advisor Group LLC | 183,847 | $8.39M | 0.1% | +154.8% | 1.480% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 118,638 | $5.41M | 0.2% | +9.0% | 0.955% | |
2/6/2024 | Spire Wealth Management | 29,360 | $1.34M | 0.0% | +7.6% | 0.236% | |
2/6/2024 | Gallacher Capital Management LLC | 150,644 | $6.87M | 3.8% | -7.3% | 1.213% | |
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2/6/2024 | TCG Advisory Services LLC | 47,366 | $2.16M | 0.1% | -6.3% | 0.381% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 264,870 | $12.08M | 0.6% | +12.2% | 2.133% | |
2/6/2024 | Axxcess Wealth Management LLC | 81,244 | $3.71M | 0.1% | +215.0% | 0.654% | |
2/6/2024 | Beacon Harbor Wealth Advisors Inc. | 38,063 | $1.74M | 0.5% | N/A | 0.306% | |
2/5/2024 | Cary Street Partners Asset Management LLC | 100,760 | $4.60M | 0.8% | +80.3% | 0.811% | |
2/5/2024 | Sage Rhino Capital LLC | 33,931 | $1.55M | 0.4% | -0.6% | 0.273% | |
2/5/2024 | Savant Capital LLC | 180,135 | $8.22M | 0.1% | +669.0% | 1.450% | |
2/5/2024 | Mather Group LLC. | 150,137 | $6.85M | 0.1% | +281.3% | 1.209% | |
2/5/2024 | Bridgewealth Advisory Group LLC | 11,443 | $522K | 0.4% | N/A | 0.092% | |
2/5/2024 | Blue Chip Partners LLC | 191,673 | $8.74M | 0.9% | +495.8% | 1.543% | |