11/14/2023 | PGIM Custom Harvest LLC | 26,082 | $746K | 0.0% | -19.1% | 0.839% | |
11/9/2023 | Collaborative Wealth Managment Inc. | 27,801 | $796K | 0.5% | -8.7% | 0.894% | |
11/3/2023 | Private Advisor Group LLC | 24,778 | $709K | 0.0% | +7.8% | 0.797% | |
10/26/2023 | Interactive Financial Advisors Inc. | 27,430 | $785K | 0.5% | -2.7% | 0.882% | |
10/25/2023 | Oxinas Partners Wealth Management LLC | 102,300 | $2.93M | 2.2% | -3.7% | 3.289% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 77,236 | $2.21M | 0.0% | -80.5% | 2.483% | |
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10/24/2023 | Raymond James & Associates | 9,048 | $259K | 0.0% | N/A | 0.291% | |
10/13/2023 | SignalPoint Asset Management LLC | 30,479 | $872K | 0.2% | +3.3% | 0.980% | |
10/12/2023 | IFP Advisors Inc | 251,742 | $7.21M | 0.3% | +21,490.2% | 8.095% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 35,625 | $1.02M | 0.0% | -69.4% | 1.145% | |
10/10/2023 | Fortem Financial Group LLC | 67,118 | $1.92M | 1.1% | +8.6% | 2.158% | |
8/14/2023 | Eqis Capital Management Inc. | 10,081 | $315K | 0.0% | -57.0% | 0.324% | |
8/10/2023 | GeoWealth Management LLC | 53,259 | $1.67M | 0.2% | -63.8% | 1.713% | |
8/10/2023 | Private Advisor Group LLC | 22,975 | $719K | 0.0% | -16.5% | 0.739% | |
8/8/2023 | Geneos Wealth Management Inc. | 4,406 | $138K | 0.0% | -7.8% | 0.130% | |
8/4/2023 | IFP Advisors Inc | 1,166 | $31K | 0.0% | -99.3% | 0.034% | |
8/1/2023 | Interactive Financial Advisors Inc. | 28,193 | $882K | 0.6% | -1.2% | 0.834% | |
7/31/2023 | LPL Financial LLC | 110,020 | $3.44M | 0.0% | +8.1% | 3.255% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 395,958 | $12.39M | 0.0% | +28.1% | 11.715% | |
7/18/2023 | Fortem Financial Group LLC | 61,786 | $1.93M | 1.1% | -7.9% | 1.828% | |
7/17/2023 | Wealthcare Advisory Partners LLC | 116,386 | $3.64M | 0.2% | -49.9% | 3.443% | |
7/14/2023 | Oxinas Partners Wealth Management LLC | 106,273 | $3.32M | 2.2% | -17.5% | 3.144% | |
7/12/2023 | SignalPoint Asset Management LLC | 29,519 | $923K | 0.3% | +4.8% | 0.873% | |
5/15/2023 | PGIM Custom Harvest LLC | 36,025 | $1.10M | 0.0% | +4.4% | 1.066% | |
5/12/2023 | GeoWealth Management LLC | 147,193 | $4.51M | 0.5% | +13.8% | 4.355% | |
5/10/2023 | Private Advisor Group LLC | 27,531 | $844K | 0.0% | N/A | 0.815% | |
5/10/2023 | LPL Financial LLC | 101,739 | $3.12M | 0.0% | -15.8% | 3.010% | |
5/8/2023 | Collaborative Wealth Managment Inc. | 31,448 | $964K | 0.6% | +1.9% | 0.930% | |
5/8/2023 | Global Retirement Partners LLC | 11,920 | $360K | 0.0% | +4.7% | 0.353% | |
5/5/2023 | Truist Financial Corp | 12,489 | $383K | 0.0% | +2.7% | 0.369% | |
5/5/2023 | Capital Analysts LLC | 23,185 | $711K | 0.0% | +3.1% | 0.686% | |
5/4/2023 | Wealthcare Advisory Partners LLC | 232,479 | $7.13M | 0.3% | +34.9% | 6.878% | |
5/3/2023 | Aspire Private Capital LLC | 760 | $23.29B | 0.0% | N/A | 0.022% | |
4/27/2023 | Interactive Financial Advisors Inc. | 28,527 | $874K | 0.6% | +6.2% | 0.844% | |
4/26/2023 | James Investment Research Inc. | 22,213 | $681K | 0.1% | -5.6% | 0.657% | |
4/21/2023 | Fortem Financial Group LLC | 67,083 | $2.06M | 1.3% | -16.3% | 1.985% | |
4/18/2023 | IFP Advisors Inc | 174,316 | $4.65M | 0.2% | +11,963.4% | 5.157% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 309,180 | $9.48M | 0.0% | +520.5% | 9.147% | |
4/14/2023 | SignalPoint Asset Management LLC | 28,164 | $863K | 0.3% | +7.5% | 0.833% | |
4/12/2023 | Oxinas Partners Wealth Management LLC | 128,779 | $3.95M | 2.8% | -1.0% | 3.810% | |
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4/12/2023 | Private Trust Co. NA | 2,937 | $90K | 0.0% | N/A | 0.087% | |
4/11/2023 | Walker Asset Management LLC | 9,651 | $296K | 0.3% | +5.4% | 0.286% | |
4/10/2023 | Sound Income Strategies LLC | 43,480 | $1.33M | 0.1% | +8.7% | 1.286% | |
3/28/2023 | Prostatis Group LLC | 22,777 | $25K | 0.0% | N/A | 0.735% | |
3/23/2023 | Prostatis Group LLC | 22,777 | $25K | 0.0% | N/A | 0.735% | |
2/13/2023 | GeoWealth Management LLC | 129,308 | $3.98M | 0.4% | +56.2% | 4.079% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 172,373 | $5.30M | 0.3% | +28.6% | 5.438% | |
2/10/2023 | Collaborative Wealth Managment Inc. | 30,874 | $949K | 0.6% | +29.1% | 0.974% | |
2/10/2023 | Advisor Group Holdings Inc. | 86,023 | $2.64M | 0.0% | +10.9% | 2.714% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 49,825 | $1.53M | 0.0% | +43.7% | 1.572% | |
2/8/2023 | Interactive Financial Advisors | 26,858 | $826K | 0.5% | +21.3% | 0.847% | |
2/8/2023 | Capital Analysts LLC | 22,485 | $691K | 0.0% | -4.3% | 0.709% | |
2/8/2023 | Prime Capital Investment Advisors LLC | 85,701 | $2.64M | 0.1% | N/A | 2.704% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 13,388 | $412K | 0.0% | -6.0% | 0.422% | |
2/7/2023 | LPL Financial LLC | 120,847 | $3.72M | 0.0% | +100.1% | 3.812% | |
2/7/2023 | IFP Advisors Inc | 1,445 | $43K | 0.0% | -99.2% | 0.046% | |
2/3/2023 | Spire Wealth Management | 71,109 | $2.19M | 0.1% | -2.4% | 2.243% | |
1/31/2023 | Geneos Wealth Management Inc. | 4,788 | $147K | 0.0% | +13.3% | 0.151% | |
1/30/2023 | James Investment Research Inc. | 23,530 | $724K | 0.1% | -2.5% | 0.742% | |
1/18/2023 | Oxinas Partners Wealth Management LLC | 130,130 | $4.00M | 3.4% | -5.0% | 4.079% | |
1/17/2023 | Fortem Financial Group LLC | 80,125 | $2.46M | 1.4% | -15.5% | 2.512% | |
1/11/2023 | Sound Income Strategies LLC | 40,017 | $1.23M | 0.2% | +33.4% | 1.216% | |
11/14/2022 | Pictet Asset Management SA | 62,367 | $1.87M | 0.0% | +65.0% | 1.699% | |
11/7/2022 | Spire Wealth Management | 72,829 | $2.18M | 0.1% | -20.3% | 1.984% | |
11/4/2022 | Prudential Financial Inc. | 20,734 | $708K | 0.0% | -3.9% | 0.565% | |
11/4/2022 | First Republic Investment Management Inc. | 549,062 | $16.44M | 0.0% | -7.9% | 14.961% | |
11/3/2022 | Global Retirement Partners LLC | 11,149 | $344K | 0.0% | +30.0% | 0.304% | |
11/1/2022 | Fortem Financial Group LLC | 94,851 | $2.84M | 2.0% | -9.4% | 2.584% | |
10/31/2022 | James Investment Research Inc. | 24,125 | $722K | 0.1% | -57.3% | 0.643% | |
10/27/2022 | SignalPoint Asset Management LLC | 26,030 | $779K | 0.3% | +1.7% | 0.694% | |
10/27/2022 | Money Concepts Capital Corp | 5,293 | $158K | 0.0% | +70.9% | 0.141% | |
10/26/2022 | Truist Financial Corp | 12,678 | $434K | 0.0% | N/A | 0.338% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 34,683 | $1.04M | 0.0% | +47.8% | 0.925% | |
10/24/2022 | Eqis Capital Management Inc. | 43,330 | $1.30M | 0.1% | +0.8% | 1.155% | |
10/18/2022 | Sound Income Strategies LLC | 29,994 | $898K | 0.1% | +12.2% | 0.811% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 14,240 | $426K | 0.0% | +7.8% | 0.385% | |
10/17/2022 | Oxinas Partners Wealth Management LLC | 136,978 | $4.10M | 3.4% | -25.0% | 3.702% | |
10/14/2022 | Private Advisor Group LLC | 15,913 | $477K | 0.0% | +31.6% | 0.430% | |
10/11/2022 | Walker Asset Management LLC | 9,160 | $274K | 0.2% | +5.7% | 0.246% | |
8/16/2022 | Collaborative Wealth Managment Inc. | 22,162 | $740K | 0.5% | N/A | 0.593% | |
8/9/2022 | Pictet Asset Management SA | 37,800 | $1.26M | 0.0% | +64.3% | 1.011% | |
8/8/2022 | Eqis Capital Management Inc. | 42,982 | $1.44M | 0.2% | -7.2% | 1.149% | |
8/8/2022 | Baird Financial Group Inc. | 47,533 | $1.59M | 0.0% | N/A | 1.271% | |
8/5/2022 | OLD Mission Capital LLC | 62,639 | $2.09M | 0.1% | +120.8% | 1.675% | |
8/1/2022 | James Investment Research Inc. | 56,442 | $1.89M | 0.3% | -11.5% | 1.470% | |
7/29/2022 | Walker Asset Management LLC | 8,666 | $290K | 0.0% | +17.0% | 0.226% | |
7/28/2022 | National Bank of Canada FI | 3,015 | $101K | 0.0% | +148.6% | 0.079% | |
7/25/2022 | SignalPoint Asset Management LLC | 25,585 | $854K | 0.3% | +3.9% | 0.666% | |
7/25/2022 | Fortem Financial Group LLC | 104,712 | $3.50M | 2.3% | +35.9% | 2.727% | |
7/25/2022 | Walker Asset Management LLC | 510,972 | $18.92M | 0.2% | +6,799.4% | 13.307% | |
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7/22/2022 | Spire Wealth Management | 91,355 | $3.05M | 0.1% | -31.7% | 2.379% | |
7/22/2022 | Geneos Wealth Management Inc. | 4,225 | $144K | 0.0% | -14.8% | 0.110% | |
7/18/2022 | Western Wealth Management LLC | 48,189 | $1.61M | 0.1% | N/A | 1.236% | |
7/15/2022 | Global Retirement Partners LLC | 8,575 | $286K | 0.0% | -4.0% | 0.220% | |
7/15/2022 | Oxinas Partners Wealth Management LLC | 182,669 | $6.10M | 4.6% | -5.6% | 4.684% | |
7/13/2022 | Private Advisor Group LLC | 12,096 | $404K | 0.0% | -20.9% | 0.310% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 13,209 | $441K | 0.0% | -4.3% | 0.339% | |
7/11/2022 | Sound Income Strategies LLC | 26,740 | $893K | 0.1% | +19.0% | 0.686% | |
7/7/2022 | AdvisorNet Financial Inc | 2,430 | $81K | 0.0% | -29.6% | 0.062% | |
5/12/2022 | Capital Analysts LLC | 25,325 | $1.03M | 0.1% | -28.3% | 0.567% | |