5/14/2024 | Sentinel Pension Advisors Inc. | 27,139 | $735K | 0.2% | -81.4% | 0.905% | |
5/9/2024 | Orion Portfolio Solutions LLC | 159,967 | $4.34M | 0.0% | +14.2% | 5.332% | |
5/8/2024 | Avantax Advisory Services Inc. | 18,016 | $488K | 0.0% | -25.8% | 0.601% | |
5/7/2024 | Benedetti & Gucer Inc. | 359,046 | $9.73M | 4.8% | +7.9% | 11.968% | |
4/24/2024 | Essex Financial Services Inc. | 57,041 | $1.55M | 0.1% | -21.5% | 1.901% | |
4/18/2024 | Miracle Mile Advisors LLC | 386,019 | $10.46M | 0.3% | -27.5% | 12.867% | |
|
2/21/2024 | Austin Wealth Management LLC | 26,489 | $673K | 0.2% | -3.1% | 0.736% | |
2/9/2024 | Orion Portfolio Solutions LLC | 140,051 | $3.57M | 0.0% | +20.1% | 3.890% | |
2/9/2024 | Journey Strategic Wealth LLC | 25,345 | $647K | 0.0% | +122.7% | 0.704% | |
2/7/2024 | Avantax Advisory Services Inc. | 24,275 | $620K | 0.0% | -6.0% | 0.674% | |
2/6/2024 | Essex Financial Services Inc. | 72,649 | $1.86M | 0.2% | -12.8% | 2.018% | |
2/5/2024 | Magnus Financial Group LLC | 28,698 | $733K | 0.1% | +30.9% | 0.797% | |
2/2/2024 | Atria Wealth Solutions Inc. | 36,864 | $942K | 0.0% | -5.8% | 1.024% | |
1/29/2024 | Altus Wealth Group LLC | 25,744 | $658K | 0.4% | +2.8% | 0.715% | |
1/24/2024 | Stratos Wealth Partners LTD. | 43,728 | $1.12M | 0.0% | -52.1% | 1.215% | |
1/22/2024 | Miracle Mile Advisors LLC | 532,383 | $13.60M | 0.4% | N/A | 14.788% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 97,558 | $2.49M | 0.0% | N/A | 2.710% | |
1/5/2024 | Capital Investment Advisors LLC | 22,724 | $580K | 0.0% | -9.2% | 0.631% | |
12/5/2023 | Austin Wealth Management LLC | 27,345 | $704K | 0.2% | N/A | 0.760% | |
11/16/2023 | Smart Portfolios LLC | 65,139 | $1.65M | 3.0% | -0.9% | 1.809% | |
11/16/2023 | Essex Financial Services Inc. | 83,342 | $2.11M | 0.2% | -15.4% | 2.315% | |
11/13/2023 | Mariner LLC | 26,122 | $662K | 0.0% | -8.8% | 0.726% | |
11/13/2023 | LPL Financial LLC | 684,090 | $17.33M | 0.0% | -18.6% | 19.003% | |
11/8/2023 | Journey Strategic Wealth LLC | 11,380 | $288K | 0.0% | N/A | 0.316% | |
11/8/2023 | Atria Wealth Solutions Inc. | 39,152 | $992K | 0.0% | -1.3% | 1.088% | |
11/8/2023 | Avantax Advisory Services Inc. | 25,824 | $654K | 0.0% | -3.2% | 0.717% | |
11/2/2023 | Benedetti & Gucer Inc. | 315,384 | $7.99M | 4.4% | -0.9% | 8.761% | |
11/1/2023 | Orion Portfolio Solutions LLC | 116,652 | $2.96M | 0.0% | +14.5% | 3.240% | |
10/24/2023 | Stratos Wealth Partners LTD. | 91,258 | $2.31M | 0.0% | -33.8% | 2.535% | |
10/23/2023 | Sentinel Pension Advisors Inc. | 140,705 | $3.56M | 0.9% | -1.5% | 3.908% | |
10/23/2023 | FAS Wealth Partners Inc. | 4,203 | $106K | 0.0% | -49.1% | 0.117% | |
10/19/2023 | Patriot Financial Group Insurance Agency LLC | 13,923 | $353K | 0.1% | +6.0% | 0.387% | |
10/16/2023 | Capital Investment Advisors LLC | 25,031 | $634K | 0.0% | -3.7% | 0.695% | |
10/11/2023 | Worth Asset Management LLC | 51,827 | $1.31M | 1.1% | N/A | 1.440% | |
8/10/2023 | Meitav Investment House Ltd. | 18,200 | $539K | 0.0% | N/A | 0.506% | |
8/10/2023 | Cetera Advisor Networks LLC | 10,566 | $264K | 0.0% | -49.8% | 0.294% | |
8/9/2023 | Lokken Investment Group LLC | 79,613 | $1.99M | 1.3% | -27.0% | 2.211% | |
8/9/2023 | Essex Financial Services Inc. | 98,517 | $2.46M | 0.3% | -15.0% | 2.737% | |
8/3/2023 | Altus Wealth Group LLC | 25,820 | $645K | 0.4% | +2.6% | 0.717% | |
7/31/2023 | LPL Financial LLC | 840,130 | $21.00M | 0.0% | -6.9% | 23.337% | |
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7/31/2023 | WealthPLAN Partners LLC | 2,558 | $64K | 0.0% | -98.2% | 0.071% | |
7/24/2023 | Meitav Investment House Ltd. | 18,200 | $539K | 0.0% | N/A | 0.375% | |
7/20/2023 | Benedetti & Gucer Inc. | 318,205 | $7.95M | 4.1% | -8.8% | 6.561% | |
7/19/2023 | Magnus Financial Group LLC | 19,174 | $479K | 0.1% | +24.6% | 0.395% | |
7/18/2023 | Sentinel Pension Advisors Inc. | 142,882 | $3.57M | 0.9% | +4.3% | 2.946% | |
7/18/2023 | Stratos Wealth Partners LTD. | 137,917 | $3.45M | 0.1% | +14.3% | 2.844% | |
7/17/2023 | Patriot Financial Group Insurance Agency LLC | 13,132 | $328K | 0.1% | +6.7% | 0.271% | |
7/14/2023 | Smart Portfolios LLC | 65,702 | $1.64M | 2.9% | N/A | 1.355% | |
5/11/2023 | Consolidated Portfolio Review Corp | 15,578 | $393K | 0.1% | N/A | 0.321% | |
5/10/2023 | Magnus Financial Group LLC | 15,394 | $389K | 0.1% | +18.2% | 0.317% | |
5/10/2023 | LPL Financial LLC | 902,619 | $22.79M | 0.0% | +17.2% | 18.611% | |
5/10/2023 | WealthPLAN Partners LLC | 143,211 | $3.62M | 0.4% | -35.6% | 2.953% | |
5/9/2023 | Lionsbridge Wealth Management LLC | 93,907 | $2.37M | 2.2% | -1.8% | 1.936% | |
5/9/2023 | Lokken Investment Group LLC | 109,020 | $2.75M | 2.1% | +2.5% | 2.248% | |
5/8/2023 | WealthPlan Investment Management LLC | 73,920 | $1.87M | 0.3% | -66.8% | 1.524% | |
5/1/2023 | Altus Wealth Group LLC | 25,174 | $636K | 0.4% | -70.7% | 0.519% | |
4/28/2023 | Avantax Advisory Services Inc. | 28,666 | $724K | 0.0% | +12.6% | 0.591% | |
4/28/2023 | Sentinel Pension Advisors Inc. | 137,026 | $3.52M | 0.9% | +8.9% | 2.825% | |
4/27/2023 | Stratos Wealth Partners LTD. | 120,636 | $3.05M | 0.1% | -17.6% | 2.487% | |
4/27/2023 | Benedetti & Gucer Inc. | 349,088 | $8.81M | 5.1% | -48.9% | 7.198% | |
4/20/2023 | Patriot Financial Group Insurance Agency LLC | 12,308 | $311K | 0.1% | +8.4% | 0.254% | |
4/13/2023 | Lion Street Advisors LLC | 10,632 | $268K | 0.1% | N/A | 0.192% | |
2/16/2023 | WealthPLAN Partners LLC | 222,437 | $5.71M | 0.4% | N/A | 3.993% | |
2/13/2023 | Atria Wealth Solutions Inc. | 39,294 | $975K | 0.0% | -43.8% | 0.705% | |
2/10/2023 | Moors & Cabot Inc. | 14,186 | $352K | 0.0% | -25.7% | 0.255% | |
2/8/2023 | Orion Portfolio Solutions LLC | 78,372 | $1.94M | 0.1% | +24.2% | 1.407% | |
2/7/2023 | LPL Financial LLC | 769,967 | $19.10M | 0.0% | -12.2% | 13.823% | |
2/7/2023 | Envestnet Asset Management Inc. | 18,870 | $468K | 0.0% | -12.0% | 0.339% | |
2/7/2023 | Lionsbridge Wealth Management LLC | 95,612 | $2.37M | 2.3% | +222.2% | 1.717% | |
2/7/2023 | Moors & Cabot Inc. | 14,186 | $352K | 0.0% | -25.7% | 0.255% | |
2/6/2023 | Sentinel Pension Advisors Inc. | 125,808 | $3.12M | 1.0% | +5.0% | 2.259% | |
2/2/2023 | Magnus Financial Group LLC | 13,029 | $323K | 0.1% | -12.9% | 0.234% | |
2/1/2023 | FAS Wealth Partners | 8,408 | $209K | 0.0% | +82.1% | 0.151% | |
1/23/2023 | Benedetti & Gucer Inc. | 683,206 | $16.94M | 12.4% | +0.4% | 12.422% | |
1/18/2023 | Altus Wealth Group LLC | 85,994 | $2.13M | 1.6% | N/A | 1.572% | |
1/13/2023 | Worth Asset Management LLC | 50,507 | $1.25M | 0.9% | N/A | 0.910% | |
1/5/2023 | Capital Investment Advisors LLC | 25,425 | $631K | 0.0% | +23.4% | 0.460% | |
12/12/2022 | WealthPlan Investment Management LLC | 318,537 | $7.98M | 0.6% | N/A | 5.739% | |
11/15/2022 | Oxler Private Wealth LLC | 1,520 | $172K | 0.1% | N/A | 0.027% | |
11/15/2022 | Signature Securities Group Corporation | 3,558 | $81K | 0.0% | N/A | 0.063% | |
11/14/2022 | Lokken Investment Group LLC | 108,487 | $2.47M | 2.1% | -0.9% | 1.955% | |
11/14/2022 | MML Investors Services LLC | 16,612 | $378K | 0.0% | +4.7% | 0.299% | |
11/10/2022 | Strategic Wealth Advisors Group LLC | 63,868 | $1.45M | 0.1% | +16.6% | 1.151% | |
11/9/2022 | Orion Portfolio Solutions LLC | 63,120 | $1.44M | 0.1% | +33.0% | 1.137% | |
11/9/2022 | Magnus Financial Group LLC | 14,960 | $340K | 0.1% | +66.1% | 0.270% | |
11/8/2022 | Moors & Cabot Inc. | 19,099 | $434K | 0.0% | +31.8% | 0.344% | |
11/7/2022 | Essex Financial Services Inc. | 114,427 | $2.60M | 0.3% | +4.4% | 2.062% | |
11/2/2022 | Avantax Advisory Services Inc. | 12,951 | $294K | 0.0% | -69.4% | 0.233% | |
11/1/2022 | Sentinel Pension Advisors Inc. | 119,831 | $2.72M | 0.9% | +6.5% | 2.159% | |
11/1/2022 | Patriot Financial Group Insurance Agency LLC | 11,250 | $256K | 0.1% | +80.0% | 0.203% | |
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10/27/2022 | Coastal Investment Advisors Inc. | 1,871 | $43K | 0.0% | N/A | 0.034% | |
10/27/2022 | Benedetti & Gucer Inc. | 680,173 | $15.46M | 11.1% | +38.3% | 12.255% | |
10/24/2022 | Stratos Wealth Partners LTD. | 151,035 | $3.43M | 0.1% | N/A | 2.731% | |
10/20/2022 | FAS Wealth Partners | 4,618 | $105K | 0.0% | -17.0% | 0.083% | |
10/5/2022 | Capital Investment Advisors LLC | 20,611 | $468K | 0.0% | -4.7% | 0.357% | |
9/16/2022 | Private Trust Co. NA | 1,122 | $28K | 0.0% | N/A | 0.018% | |
8/15/2022 | Atria Wealth Solutions Inc. | 55,577 | $1.38M | 0.0% | N/A | 0.904% | |
8/12/2022 | LPL Financial LLC | 966,165 | $23.91M | 0.0% | N/A | 15.710% | |
8/12/2022 | Claro Advisors LLC | 9,820 | $243K | 0.1% | N/A | 0.160% | |
8/11/2022 | Cetera Advisor Networks LLC | 15,127 | $374K | 0.0% | N/A | 0.246% | |