5/14/2024 | Axxcess Wealth Management LLC | 8,560 | $221K | 0.0% | N/A | 0.029% | |
5/14/2024 | CreativeOne Wealth LLC | 160,363 | $4.13M | 0.2% | N/A | 0.535% | |
5/13/2024 | PAX Financial Group LLC | 65,266 | $1.68M | 0.3% | N/A | 0.218% | |
5/11/2024 | Mark Sheptoff Financial Planning LLC | 2,069 | $53K | 0.0% | N/A | 0.007% | |
5/10/2024 | Kelman Lazarov Inc. | 655,013 | $16.87M | 3.3% | +1,513.8% | 2.186% | |
5/9/2024 | Orion Portfolio Solutions LLC | 526,196 | $13.56M | 0.1% | N/A | 1.756% | |
|
5/9/2024 | Delta Investment Management LLC | 141,161 | $3.64M | 0.8% | +350.6% | 0.471% | |
5/8/2024 | Bleakley Financial Group LLC | 159,745 | $4.12M | 0.1% | +39.2% | 0.533% | |
5/8/2024 | Legacy Capital Group California Inc. | 59,654 | $1.54M | 0.6% | N/A | 0.199% | |
5/7/2024 | CarsonAllaria Wealth Management Ltd. | 118,352 | $3.05M | 1.9% | +337.2% | 0.395% | |
5/7/2024 | Oppenheimer & Co. Inc. | 41,083 | $1.06M | 0.0% | N/A | 0.137% | |
5/6/2024 | Gallacher Capital Management LLC | 74,191 | $1.91M | 1.0% | -9.3% | 0.248% | |
5/4/2024 | Financial Connections Group Inc. | 25,943 | $669K | 0.7% | +45.9% | 0.087% | |
5/3/2024 | Pictet North America Advisors SA | 734,485 | $18.92M | 2.1% | N/A | 2.452% | |
5/2/2024 | USAdvisors Wealth Management LLC | 33,287 | $856K | 0.3% | +14.7% | 0.111% | |
5/1/2024 | Precision Wealth Strategies LLC | 427,087 | $11.00M | 10.4% | N/A | 1.426% | |
4/30/2024 | Private Advisor Group LLC | 93,268 | $2.40M | 0.0% | -27.5% | 0.422% | |
4/30/2024 | Astor Investment Management LLC | 321,952 | $8.29M | 3.3% | N/A | 1.455% | |
4/30/2024 | Hartline Investment Corp | 13,403 | $345K | 0.1% | N/A | 0.061% | |
4/30/2024 | Hutchens & Kramer Investment Management Group LLC | 41,980 | $1.07M | 0.6% | N/A | 0.190% | |
4/29/2024 | Commonwealth Equity Services LLC | 79,383 | $2.05M | 0.0% | N/A | 0.359% | |
4/29/2024 | Castle Wealth Management LLC | 115,298 | $2.97M | 1.6% | N/A | 0.521% | |
4/29/2024 | Financial Futures Ltd Liability Co. | 243,365 | $6.27M | 4.2% | N/A | 1.100% | |
4/26/2024 | Schmidt P J Investment Management Inc. | 12,196 | $314K | 0.1% | N/A | 0.055% | |
4/24/2024 | Krilogy Financial LLC | 1,063,930 | $27.41M | 2.1% | +19.1% | 4.810% | |
4/24/2024 | Simplicity Wealth LLC | 159,745 | $4.12M | 0.1% | N/A | 0.722% | |
4/24/2024 | Essex Financial Services Inc. | 63,190 | $1.63M | 0.2% | +54.3% | 0.286% | |
4/23/2024 | Swisher Financial Concepts Inc. | 18,039 | $457K | 0.4% | +12.2% | 0.082% | |
4/22/2024 | Family Investment Center Inc. | 259,026 | $6.67M | 2.2% | +16.3% | 1.171% | |
4/18/2024 | Bridgewealth Advisory Group LLC | 523,465 | $13.48M | 6.6% | +79.2% | 2.366% | |
4/17/2024 | Strata Wealth Advisors LLC | 201,682 | $5.20M | 1.8% | -2.4% | 0.912% | |
4/16/2024 | Pasadena Private Wealth LLC | 15,825 | $408K | 0.1% | +16.8% | 0.072% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 392,239 | $10.10M | 0.0% | +96.3% | 1.773% | |
4/16/2024 | ERn Financial LLC | 20,385 | $525K | 0.1% | +22.0% | 0.092% | |
4/15/2024 | Future Financial Wealth Managment LLC | 4,187 | $108K | 0.1% | N/A | 0.019% | |
4/15/2024 | RMR Wealth Builders | 24,227 | $624K | 0.1% | +42.4% | 0.110% | |
4/15/2024 | Elevated Capital Advisors LLC | 17,457 | $450K | 0.1% | N/A | 0.079% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 101,451 | $2.61M | 0.1% | N/A | 3.572% | |
4/12/2024 | Financial Synergies Wealth Advisors Inc. | 4,296 | $111K | 0.0% | N/A | 0.151% | |
4/11/2024 | SignalPoint Asset Management LLC | 8,000 | $206K | 0.1% | N/A | 0.282% | |
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4/9/2024 | Richard P Slaughter Associates Inc | 53,159 | $1.37M | 0.3% | +20.3% | 1.872% | |
2/13/2024 | Trademark Financial Management LLC | 27,185 | $698K | 0.5% | N/A | 0.957% | |
2/12/2024 | Parallel Advisors LLC | 62,879 | $1.61M | 0.0% | N/A | 2.214% | |
2/12/2024 | Hilltop Holdings Inc. | 52,002 | $1.34M | 0.2% | +1.6% | 1.831% | |
2/12/2024 | Beta Wealth Group Inc. | 486,350 | $12.48M | 6.5% | N/A | 17.125% | |
2/8/2024 | First Heartland Consultants Inc. | 179,871 | $4.62M | 0.6% | +3.2% | 6.333% | |
2/8/2024 | CarsonAllaria Wealth Management Ltd. | 27,073 | $695K | 0.5% | N/A | 0.953% | |
2/6/2024 | RMR Wealth Builders | 17,010 | $437K | 0.1% | N/A | 0.599% | |
2/6/2024 | Private Advisor Group LLC | 128,709 | $3.30M | 0.0% | N/A | 4.532% | |
2/6/2024 | Gallacher Capital Management LLC | 81,840 | $2.10M | 1.2% | N/A | 2.882% | |
2/6/2024 | TCG Advisory Services LLC | 10,960 | $281K | 0.0% | N/A | 0.386% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 16,100 | $413K | 0.0% | -7.5% | 0.567% | |
2/6/2024 | Aveo Capital Partners LLC | 373,081 | $9.58M | 1.2% | -4.6% | 13.137% | |
2/6/2024 | Essex Financial Services Inc. | 40,960 | $1.05M | 0.1% | +215.6% | 1.442% | |
2/5/2024 | Bridgewealth Advisory Group LLC | 292,126 | $7.50M | 5.7% | +839.6% | 10.286% | |
2/2/2024 | Delta Investment Management LLC | 31,325 | $804K | 0.2% | +76.8% | 1.103% | |
2/2/2024 | Atria Wealth Solutions Inc. | 17,146 | $440K | 0.0% | N/A | 0.604% | |
2/1/2024 | Parkside Financial Bank & Trust | 3,786 | $97K | 0.0% | N/A | 0.133% | |
2/1/2024 | Kelman Lazarov Inc. | 40,587 | $1.04M | 0.2% | N/A | 1.429% | |
2/1/2024 | Northwest Capital Management Inc | 20,704 | $531K | 0.2% | N/A | 0.729% | |
2/1/2024 | CWM LLC | 20,704 | $531K | 0.0% | N/A | 0.729% | |
2/1/2024 | Strata Wealth Advisors LLC | 206,711 | $5.31M | 2.1% | +536.7% | 7.279% | |
1/30/2024 | Prosperity Wealth Management Inc. | 21,823 | $560K | 0.4% | N/A | 0.768% | |
1/30/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 9,259 | $238K | 0.0% | N/A | 0.326% | |
1/29/2024 | Altus Wealth Group LLC | 11,940 | $306K | 0.2% | N/A | 0.420% | |
1/29/2024 | Simplicity Solutions LLC | 114,745 | $2.95M | 0.1% | +1.0% | 4.040% | |
1/26/2024 | Krilogy Financial LLC | 893,042 | $22.92M | 2.0% | +1,063.1% | 31.445% | |
1/26/2024 | Financial Connections Group Inc. | 17,783 | $456K | 0.3% | +7.0% | 0.626% | |
1/25/2024 | RFG Advisory LLC | 13,602 | $349K | 0.0% | N/A | 0.479% | |
1/25/2024 | Bleakley Financial Group LLC | 114,745 | $2.95M | 0.1% | +1.0% | 4.040% | |
1/24/2024 | Pinnacle Wealth Management LLC | 9,987 | $256K | 0.3% | -6.8% | 0.352% | |
1/24/2024 | Walkner Condon Financial Advisors LLC | 38,875 | $998K | 0.2% | N/A | 1.369% | |
1/22/2024 | Great Point Wealth Advisors LLC | 57,614 | $1.48M | 0.4% | +7.7% | 2.029% | |
1/19/2024 | ERn Financial LLC | 16,708 | $426K | 0.1% | N/A | 0.588% | |
1/17/2024 | Family Investment Center Inc. | 222,755 | $5.72M | 2.9% | +188.2% | 7.843% | |
1/16/2024 | Sanchez Wealth Management Group | 655,403 | $16.82M | 6.1% | N/A | 23.078% | |
1/16/2024 | Eclectic Associates Inc. ADV | 53,060 | $1.36M | 0.7% | N/A | 1.868% | |
1/12/2024 | Mutual Advisors LLC | 14,057 | $361K | 0.0% | N/A | 0.495% | |
1/12/2024 | Carl Stuart Investment Advisor Inc. | 40,940 | $1.05M | 0.7% | N/A | 1.442% | |
1/11/2024 | Pasadena Private Wealth LLC | 13,552 | $348K | 0.1% | N/A | 0.477% | |
1/11/2024 | Wealth Alliance Advisory Group LLC | 625,310 | $16.05M | 4.2% | +6.8% | 22.018% | |
1/8/2024 | Richard P Slaughter Associates Inc | 44,206 | $1.14M | 0.3% | +20.9% | 1.557% | |
11/16/2023 | Essex Financial Services Inc. | 12,978 | $317K | 0.0% | N/A | 0.457% | |
11/9/2023 | First Heartland Consultants Inc. | 174,361 | $4.26M | 0.5% | N/A | 6.139% | |
11/9/2023 | Bridgewealth Advisory Group LLC | 31,090 | $760K | 0.9% | N/A | 1.095% | |
11/8/2023 | HighTower Advisors LLC | 11,015 | $269K | 0.0% | +37.7% | 0.388% | |
11/8/2023 | Element Wealth LLC | 1,009 | $25K | 0.0% | N/A | 0.036% | |
11/6/2023 | Aveo Capital Partners LLC | 391,245 | $9.56M | 1.3% | N/A | 13.776% | |
11/6/2023 | Financial Connections Group Inc. | 16,623 | $406K | 0.5% | N/A | 0.585% | |
11/1/2023 | Krilogy Financial LLC | 76,780 | $1.88M | 0.2% | N/A | 2.704% | |
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10/26/2023 | Strata Wealth Advisors LLC | 32,467 | $793K | 0.4% | N/A | 1.143% | |
10/20/2023 | U.S. Capital Wealth Advisors LLC | 17,400 | $425K | 0.0% | N/A | 0.613% | |
10/19/2023 | Simplicity Solutions LLC | 113,606 | $2.78M | 0.1% | N/A | 4.000% | |
10/13/2023 | Great Point Wealth Advisors LLC | 53,483 | $1.31M | 0.4% | N/A | 1.883% | |
10/10/2023 | Wealth Alliance Advisory Group LLC | 585,531 | $14.31M | 4.2% | N/A | 20.617% | |
10/10/2023 | Richard P Slaughter Associates Inc | 36,554 | $893K | 0.2% | N/A | 1.287% | |
10/5/2023 | Family Investment Center Inc. | 77,302 | $1.89M | 1.1% | N/A | 2.722% | |
8/4/2023 | Delta Investment Management LLC | 17,719 | $444K | 0.1% | N/A | 0.624% | |