5/14/2024 | CreativeOne Wealth LLC | 10,672 | $497K | 0.0% | -2.2% | 0.088% | |
5/8/2024 | Avantax Advisory Services Inc. | 316,843 | $14.76M | 0.1% | -3.7% | 2.597% | |
5/6/2024 | Mittelman Wealth Management | 15,016 | $699K | 0.5% | N/A | 0.123% | |
5/3/2024 | TFB Advisors LLC | 5,605 | $245K | 0.1% | N/A | 0.046% | |
4/30/2024 | Concord Wealth Partners | 1,396 | $65K | 0.0% | N/A | 0.011% | |
4/29/2024 | Commonwealth Equity Services LLC | 80,028 | $3.73M | 0.0% | -2.9% | 0.656% | |
|
4/27/2024 | Phoenix Wealth Advisors | 20,309 | $946K | 0.6% | +29.3% | 0.166% | |
4/27/2024 | Members Advisory Group LLC | 61,267 | $2.85M | 1.6% | +3.1% | 0.502% | |
4/25/2024 | IAG Wealth Partners LLC | 65,532 | $3.05M | 0.7% | +4.7% | 0.537% | |
4/23/2024 | Global Retirement Partners LLC | 26,796 | $1.25M | 0.0% | -6.5% | 0.223% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 81,603 | $3.80M | 0.0% | -3.9% | 0.680% | |
4/18/2024 | Steele Capital Management Inc. | 145,882 | $6.79M | 0.4% | -2.8% | 1.216% | |
4/15/2024 | Flagstar Advisors Inc. | 5,366 | $250K | 0.1% | -12.3% | 0.045% | |
4/10/2024 | LexAurum Advisors LLC | 4,431 | $206K | 0.1% | -9.1% | 0.037% | |
4/5/2024 | CWM LLC | 148,948 | $6.94M | 0.1% | +4.6% | 1.585% | |
2/17/2024 | Madison Wealth Partners Inc | 7,749 | $341K | 0.1% | +5.6% | 0.082% | |
2/15/2024 | Gallagher Fiduciary Advisors LLC | 337,504 | $14.85M | 0.5% | +8.3% | 3.590% | |
2/14/2024 | Visionary Wealth Advisors | 17,291 | $761K | 0.1% | -33.0% | 0.184% | |
2/14/2024 | Asset Allocation Strategies LLC | 38,424 | $1.69M | 0.7% | +19.7% | 0.409% | |
2/9/2024 | Members Advisory Group LLC | 59,435 | $2.62M | 1.5% | N/A | 0.632% | |
2/9/2024 | Certified Advisory Corp | 61,961 | $2.73M | 0.4% | -16.7% | 0.659% | |
2/9/2024 | Corient Private Wealth LLC | 28,873 | $1.27M | 0.0% | +73.0% | 0.307% | |
2/9/2024 | Wells Fargo & Company MN | 224,259 | $9.87M | 0.0% | +20.7% | 2.386% | |
2/7/2024 | Avantax Advisory Services Inc. | 328,885 | $14.47M | 0.1% | +8.1% | 3.499% | |
2/7/2024 | Principal Securities Inc. | 2,866 | $126K | 0.0% | N/A | 0.030% | |
2/6/2024 | Private Advisor Group LLC | 18,527 | $815K | 0.0% | +13.2% | 0.197% | |
2/6/2024 | GUNN & Co INVESTMENT MANAGEMENT INC. | 10,854 | $478K | 0.0% | N/A | 0.115% | |
2/6/2024 | Merit Financial Group LLC | 21,052 | $926K | 0.0% | N/A | 0.224% | |
2/6/2024 | Summit Global Investments | 12,787 | $563K | 0.0% | N/A | 0.136% | |
2/5/2024 | Steele Capital Management Inc. | 150,035 | $6.60M | 0.4% | N/A | 1.596% | |
2/5/2024 | Matrix Trust Co | 149,754 | $6.59M | 1.5% | +0.2% | 1.593% | |
2/2/2024 | IAG Wealth Partners LLC | 62,604 | $2.76M | 0.6% | N/A | 0.666% | |
2/2/2024 | Rodgers & Associates LTD | 32,646 | $1.44M | 0.2% | +1.5% | 0.347% | |
2/1/2024 | CWM LLC | 142,427 | $6.27M | 0.0% | +2.5% | 1.515% | |
1/31/2024 | Opes Wealth Management LLC | 107,454 | $4.73M | 1.1% | +1.0% | 1.143% | |
1/31/2024 | Archer Investment Corp | 1,092 | $48K | 0.0% | +114.1% | 0.012% | |
1/31/2024 | Beam Wealth Advisors Inc. | 26,428 | $1.16M | 0.7% | +8.1% | 0.281% | |
1/30/2024 | Phoenix Wealth Advisors | 15,707 | $682K | 0.5% | +60.4% | 0.167% | |
1/30/2024 | Avior Wealth Management LLC | 19,100 | $840K | 0.1% | -21.6% | 0.203% | |
1/24/2024 | Arkadios Wealth Advisors | 4,746 | $209K | 0.0% | -10.7% | 0.050% | |
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1/24/2024 | International Assets Investment Management LLC | 4,312 | $190K | 0.0% | N/A | 0.046% | |
1/24/2024 | Tempus Wealth Planning LLC | 32,940 | $1.45M | 0.6% | N/A | 0.350% | |
1/24/2024 | Breakwater Capital Group | 8,232 | $357K | 0.1% | -29.9% | 0.088% | |
1/23/2024 | Towerpoint Wealth LLC | 4,993 | $220K | 0.1% | N/A | 0.053% | |
1/22/2024 | Clarus Wealth Advisors | 30,816 | $1.30M | 0.8% | N/A | 0.328% | |
1/19/2024 | Courage Miller Partners LLC | 15,592 | $686K | 0.3% | -13.9% | 0.166% | |
1/18/2024 | Global Retirement Partners LLC | 28,659 | $1.22M | 0.1% | -3.6% | 0.305% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 84,944 | $3.74M | 0.0% | +7.3% | 0.904% | |
1/11/2024 | LexAurum Advisors LLC | 4,874 | $214K | 0.1% | -62.4% | 0.052% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 91,178 | $4.01M | 0.4% | +9.0% | 0.970% | |
11/17/2023 | Asset Allocation Strategies LLC | 32,092 | $1.24M | 0.6% | +8.1% | 0.341% | |
11/14/2023 | Gallagher Fiduciary Advisors LLC | 311,609 | $12.08M | 1.1% | -7.8% | 3.315% | |
11/13/2023 | Certified Advisory Corp | 74,374 | $2.88M | 0.3% | +3.4% | 0.791% | |
11/13/2023 | Mariner LLC | 39,767 | $1.54M | 0.0% | +16.2% | 0.423% | |
11/13/2023 | Visionary Wealth Advisors | 25,819 | $1.00M | 0.1% | -1.7% | 0.275% | |
11/13/2023 | LPL Financial LLC | 209,122 | $8.11M | 0.0% | +5.8% | 2.225% | |
11/9/2023 | UBS Group AG | 67,917 | $2.63M | 0.0% | +4.9% | 0.723% | |
11/8/2023 | Atria Wealth Solutions Inc. | 63,162 | $2.46M | 0.0% | +3.8% | 0.672% | |
11/8/2023 | Avantax Advisory Services Inc. | 304,187 | $11.79M | 0.1% | +5.6% | 3.236% | |
11/6/2023 | Phoenix Wealth Advisors | 9,794 | $380K | 0.2% | +28.1% | 0.104% | |
11/6/2023 | Breakwater Capital Group | 11,746 | $425K | 0.1% | -25.1% | 0.125% | |
11/3/2023 | Black Diamond Financial LLC | 82,442 | $3.20M | 1.0% | +3.6% | 0.877% | |
11/3/2023 | Opes Wealth Management LLC | 106,426 | $4.13M | 1.1% | +4.1% | 1.132% | |
11/2/2023 | Smith Chas P & Associates PA Cpas | 11,002 | $426K | 0.0% | -2.9% | 0.117% | |
10/30/2023 | Matrix Trust Co | 149,473 | $5.79M | 1.5% | +3.0% | 1.590% | |
10/26/2023 | Beam Wealth Advisors Inc. | 24,457 | $948K | 0.7% | N/A | 0.260% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 79,160 | $3.07M | 0.0% | -6.9% | 0.842% | |
10/24/2023 | Raymond James & Associates | 40,275 | $1.56M | 0.0% | -1.7% | 0.428% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 10,085 | $391K | 0.0% | -45.3% | 0.107% | |
10/23/2023 | Commonwealth Equity Services LLC | 70,812 | $2.75M | 0.0% | +2.0% | 0.753% | |
10/18/2023 | Flagstar Advisors Inc. | 5,996 | $233K | 0.1% | +8.4% | 0.064% | |
10/17/2023 | Rodgers & Associates LTD | 32,156 | $1.25M | 0.2% | +4.8% | 0.342% | |
10/17/2023 | Avior Wealth Management LLC | 24,377 | $945K | 0.1% | -26.7% | 0.259% | |
10/17/2023 | Flagship Harbor Advisors LLC | 11,723 | $454K | 0.0% | +123.8% | 0.125% | |
10/16/2023 | LexAurum Advisors LLC | 12,963 | $502K | 0.1% | +3.9% | 0.138% | |
10/16/2023 | Courage Miller Partners LLC | 18,101 | $702K | 0.3% | -2.2% | 0.193% | |
10/11/2023 | AE Wealth Management LLC | 6,536 | $253K | 0.0% | N/A | 0.070% | |
10/11/2023 | CWM LLC | 138,939 | $5.39M | 0.0% | -4.5% | 1.478% | |
9/26/2023 | M Holdings Securities Inc. | 41,190 | $1.71M | 0.4% | -17.8% | 0.438% | |
8/14/2023 | Gallagher Fiduciary Advisors LLC | 337,883 | $13.99M | 1.1% | +1.1% | 3.595% | |
8/14/2023 | Certified Advisory Corp | 71,945 | $2.98M | 0.5% | +12.7% | 0.765% | |
8/11/2023 | Visionary Wealth Advisors | 26,272 | $1.09M | 0.1% | -7.2% | 0.279% | |
8/10/2023 | Osaic Holdings Inc. | 72,201 | $2.99M | 0.0% | +13.8% | 0.768% | |
8/10/2023 | Commonwealth Equity Services LLC | 69,421 | $2.88M | 0.0% | -3.9% | 0.739% | |
8/10/2023 | Private Advisor Group LLC | 16,374 | $678K | 0.0% | -3.7% | 0.174% | |
8/4/2023 | Envestnet Asset Management Inc. | 29,448 | $1.22M | 0.0% | +19.5% | 0.313% | |
8/3/2023 | Atria Wealth Solutions Inc. | 60,865 | $2.52M | 0.0% | N/A | 0.648% | |
8/3/2023 | Rooted Wealth Advisors Inc. | 57,127 | $2.35M | 1.6% | N/A | 0.608% | |
8/3/2023 | CWM LLC | 145,553 | $6.03M | 0.0% | +5.1% | 1.548% | |
8/3/2023 | Opes Wealth Management LLC | 102,200 | $4.23M | 1.2% | +8.0% | 1.087% | |
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8/2/2023 | Black Diamond Financial LLC | 79,543 | $3.29M | 1.0% | +9.8% | 0.846% | |
8/2/2023 | Silver Oak Securities Incorporated | 12,000 | $497K | 0.1% | N/A | 0.128% | |
8/1/2023 | Shelton Wealth Management LLC | 50,635 | $2.10M | 1.6% | -1.4% | 0.539% | |
7/31/2023 | LPL Financial LLC | 197,674 | $8.19M | 0.0% | +22.6% | 2.103% | |
7/31/2023 | Smith Chas P & Associates PA Cpas | 11,332 | $469K | 0.0% | -7.0% | 0.121% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 75,293 | $3.12M | 0.4% | -25.5% | 0.801% | |
7/26/2023 | Fifth Third Bancorp | 2,250 | $93K | 0.0% | -50.0% | 0.024% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 85,014 | $3.52M | 0.0% | +9.6% | 0.904% | |
7/25/2023 | Raymond James & Associates | 40,992 | $1.70M | 0.0% | +43.9% | 0.436% | |
7/24/2023 | Breakwater Capital Group | 15,689 | $650K | 0.2% | -29.0% | 0.167% | |