5/9/2024 | HBK Sorce Advisory LLC | 81,515 | $2.28M | 0.1% | -21.3% | 0.396% | |
5/4/2024 | Geneos Wealth Management Inc. | 57,816 | $1.62M | 0.1% | +11.0% | 0.281% | |
5/2/2024 | Horan Securities Inc. | 31,124 | $870K | 0.4% | +32.0% | 0.151% | |
4/30/2024 | Private Advisor Group LLC | 40,572 | $1.13M | 0.0% | -24.4% | 0.197% | |
4/30/2024 | Independent Family Office LLC | 123,735 | $3.46M | 1.9% | +0.5% | 0.602% | |
4/30/2024 | Commonwealth Equity Services LLC | 21,546 | $602K | 0.0% | -17.5% | 0.105% | |
|
4/25/2024 | Tilson Financial Group Inc. | 240,345 | $6.72M | 3.6% | +5.0% | 1.242% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 58,147 | $1.63M | 0.0% | +64.9% | 0.301% | |
4/22/2024 | Corrigan Financial Inc. | 840,086 | $23.48M | 6.0% | +249.5% | 4.342% | |
4/19/2024 | Veracity Capital LLC | 13,904 | $389K | 0.2% | +6.3% | 0.072% | |
4/18/2024 | Miracle Mile Advisors LLC | 1,006,910 | $28.14M | 0.7% | -10.2% | 5.204% | |
4/18/2024 | Aviance Capital Partners LLC | 28,417 | $794K | 0.1% | -5.9% | 0.147% | |
4/17/2024 | Trilogy Capital Inc. | 378,882 | $10.59M | 0.6% | N/A | 1.958% | |
4/17/2024 | Cornerstone Wealth Group LLC | 167,083 | $4.67M | 0.4% | -3.2% | 0.863% | |
4/16/2024 | DeDora Capital Inc. | 122,705 | $3.43M | 1.1% | -22.1% | 0.634% | |
4/16/2024 | Register Financial Advisors LLC | 25,861 | $723K | 0.4% | +6.3% | 0.134% | |
4/16/2024 | Harbor Group Inc. | 303,069 | $8.47M | 2.2% | +3.3% | 1.566% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 72,927 | $2.04M | 0.0% | -6.0% | 0.377% | |
4/12/2024 | Fermata Advisors LLC | 7,228 | $202K | 0.0% | N/A | 0.037% | |
4/11/2024 | &PARTNERS | 30,361 | $849K | 0.1% | N/A | 0.154% | |
4/10/2024 | Legacy Financial Group LLC | 26,873 | $751K | 0.2% | N/A | 0.136% | |
2/14/2024 | Visionary Wealth Advisors | 293,855 | $8.00M | 0.6% | -11.7% | 1.490% | |
2/14/2024 | Regal Investment Advisors LLC | 82,048 | $2.23M | 0.2% | +2.3% | 0.416% | |
2/12/2024 | Shepherd Financial Partners LLC | 10,776 | $293K | 0.0% | +6.5% | 0.055% | |
2/12/2024 | Scotia Capital Inc. | 43,812 | $1.19M | 0.0% | -2.7% | 0.222% | |
2/12/2024 | Fortress Wealth Management Inc. | 205,292 | $5.59M | 3.0% | -33.5% | 1.041% | |
2/9/2024 | Orion Portfolio Solutions LLC | 15,666 | $424K | 0.0% | +30.1% | 0.079% | |
2/9/2024 | D.A. Davidson & CO. | 985,864 | $26.84M | 0.3% | +4.3% | 4.999% | |
2/9/2024 | Wells Fargo & Company MN | 588,294 | $16.01M | 0.0% | -23.3% | 2.983% | |
2/8/2024 | NorthRock Partners LLC | 13,468 | $367K | 0.0% | -15.4% | 0.068% | |
2/8/2024 | Curi Wealth Management LLC | 260,420 | $7.09M | 1.0% | +9.5% | 1.321% | |
2/7/2024 | Horan Securities Inc. | 23,580 | $642K | 0.3% | +13.4% | 0.120% | |
2/6/2024 | Aviance Capital Partners LLC | 30,185 | $822K | 0.2% | N/A | 0.153% | |
2/6/2024 | Apollon Wealth Management LLC | 638,685 | $17.39M | 0.6% | +47.8% | 3.239% | |
2/6/2024 | Private Advisor Group LLC | 53,670 | $1.46M | 0.0% | -23.8% | 0.272% | |
2/6/2024 | Eldridge Investment Advisors Inc. | 288,734 | $7.86M | 2.1% | -0.6% | 1.464% | |
2/5/2024 | Auxano Advisors LLC | 182,378 | $4.96M | 1.7% | +4.5% | 0.925% | |
1/30/2024 | Independent Family Office LLC | 123,120 | $3.35M | 1.9% | -18.2% | 0.624% | |
1/30/2024 | Private Client Services LLC | 27,081 | $737K | 0.6% | N/A | 0.137% | |
1/29/2024 | ORG Partners LLC | 1,834 | $50K | 0.0% | +77.5% | 0.009% | |
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1/29/2024 | Tilson Financial Group Inc. | 228,911 | $6.23M | 4.0% | +3.0% | 1.161% | |
1/29/2024 | MBE Wealth Management LLC | 79,884 | $2.17M | 1.1% | -1.8% | 0.405% | |
1/26/2024 | Geneos Wealth Management Inc. | 52,072 | $1.42M | 0.1% | +1.5% | 0.264% | |
1/25/2024 | HBK Sorce Advisory LLC | 103,634 | $2.82M | 0.1% | +13.4% | 0.526% | |
1/25/2024 | International Assets Investment Management LLC | 38,559 | $1.05M | 0.0% | N/A | 0.196% | |
1/25/2024 | Retireful LLC | 130,485 | $3.55M | 1.5% | N/A | 0.662% | |
1/24/2024 | International Assets Investment Management LLC | 38,559 | $1.05M | 0.0% | N/A | 0.196% | |
1/23/2024 | Corrigan Financial Inc. | 240,383 | $6.54M | 2.0% | +1.9% | 1.219% | |
1/22/2024 | Veracity Capital LLC | 13,086 | $356K | 0.1% | -4.1% | 0.066% | |
1/22/2024 | Miracle Mile Advisors LLC | 1,120,726 | $30.51M | 0.8% | -44.3% | 5.683% | |
1/19/2024 | AdvisorNet Financial Inc | 193,513 | $5.27M | 0.5% | +16.7% | 0.981% | |
1/18/2024 | DeDora Capital Inc. | 157,548 | $4.29M | 1.5% | -11.8% | 0.799% | |
1/16/2024 | FSC Wealth Advisors LLC | 9,666 | $263K | 0.2% | +61.0% | 0.049% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 35,257 | $960K | 0.0% | +37.3% | 0.179% | |
1/16/2024 | Raymond James & Associates | 36,985 | $1.01M | 0.0% | -17.2% | 0.188% | |
1/16/2024 | Eclectic Associates Inc. ADV | 38,299 | $1.04M | 0.5% | +35.9% | 0.194% | |
1/12/2024 | Twelve Points Wealth Management LLC | 43,070 | $1.17M | 0.6% | +4.6% | 0.218% | |
1/12/2024 | Register Financial Advisors LLC | 24,327 | $662K | 0.4% | +4.4% | 0.123% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 21,026 | $572K | 0.1% | -4.3% | 0.107% | |
1/10/2024 | Cornerstone Wealth Management LLC | 9,306 | $253K | 0.0% | +4.5% | 0.047% | |
1/10/2024 | Harbor Group Inc. | 293,472 | $7.99M | 2.3% | +26.2% | 1.488% | |
11/13/2023 | Visionary Wealth Advisors | 332,633 | $8.97M | 0.7% | -11.7% | 1.687% | |
11/13/2023 | LPL Financial LLC | 502,952 | $13.56M | 0.0% | +1.6% | 2.550% | |
11/13/2023 | Regal Investment Advisors LLC | 80,166 | $2.16M | 0.2% | +1.8% | 0.407% | |
11/13/2023 | Envestnet Asset Management Inc. | 994,132 | $26.80M | 0.0% | +3.9% | 5.041% | |
11/13/2023 | Kestra Advisory Services LLC | 8,819 | $238K | 0.0% | N/A | 0.045% | |
11/13/2023 | WCG Wealth Advisors LLC | 35,890 | $968K | 0.1% | +48.9% | 0.182% | |
11/9/2023 | UBS Group AG | 700,469 | $18.89M | 0.0% | +1.9% | 3.552% | |
11/8/2023 | HighTower Advisors LLC | 670,101 | $18.07M | 0.0% | +8.5% | 3.398% | |
11/8/2023 | D.A. Davidson & CO. | 945,070 | $25.48M | 0.3% | +2.7% | 4.792% | |
11/8/2023 | Auxano Advisors LLC | 174,520 | $4.71M | 1.9% | +84.8% | 0.885% | |
11/7/2023 | Cornerstone Wealth Management LLC | 8,902 | $240K | 0.0% | N/A | 0.045% | |
11/6/2023 | New England Capital Financial Advisors LLC | 1,164 | $31K | 0.0% | -99.8% | 0.006% | |
11/6/2023 | HBK Sorce Advisory LLC | 91,406 | $2.46M | 0.1% | -30.0% | 0.464% | |
11/6/2023 | Eldridge Investment Advisors Inc. | 290,483 | $7.83M | 2.6% | +16.1% | 1.473% | |
11/6/2023 | Curi Wealth Management LLC | 237,766 | $6.41M | 0.9% | -5.8% | 1.206% | |
11/3/2023 | ORG Partners LLC | 1,033 | $28K | 0.0% | -42.5% | 0.005% | |
11/3/2023 | Private Advisor Group LLC | 70,438 | $1.90M | 0.0% | -46.3% | 0.357% | |
11/2/2023 | Lwmg LLC | 394,497 | $10.64M | 2.9% | +4.9% | 2.000% | |
11/1/2023 | Horan Securities Inc. | 20,802 | $561K | 0.3% | -16.8% | 0.105% | |
11/1/2023 | Orion Portfolio Solutions LLC | 12,039 | $325K | 0.0% | +16.4% | 0.061% | |
10/30/2023 | Capital Planning Advisors LLC | 497,093 | $13.40M | 2.8% | +0.8% | 2.521% | |
10/25/2023 | Veracity Capital LLC | 13,644 | $368K | 0.2% | -8.1% | 0.069% | |
10/25/2023 | Miracle Mile Advisors LLC | 2,010,322 | $54.20M | 1.7% | +1.2% | 10.194% | |
10/25/2023 | Eclectic Associates Inc. ADV | 28,181 | $760K | 0.4% | -19.8% | 0.143% | |
10/24/2023 | NorthRock Partners LLC | 15,928 | $429K | 0.0% | N/A | 0.081% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 25,681 | $692K | 0.0% | -21.3% | 0.130% | |
10/24/2023 | Raymond James & Associates | 44,665 | $1.20M | 0.0% | -52.4% | 0.226% | |
10/24/2023 | FSC Wealth Advisors LLC | 6,004 | $162K | 0.2% | +7.7% | 0.030% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 84,381 | $2.28M | 0.0% | +470.6% | 0.428% | |
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10/23/2023 | Commonwealth Equity Services LLC | 20,718 | $559K | 0.0% | +69.5% | 0.105% | |
10/20/2023 | Avestar Capital LLC | 193,838 | $5.23M | 0.7% | -45.7% | 0.983% | |
10/18/2023 | DeDora Capital Inc. | 178,568 | $4.81M | 1.9% | -5.9% | 0.906% | |
10/17/2023 | Flagship Harbor Advisors LLC | 14,218 | $383K | 0.0% | -5.3% | 0.072% | |
10/16/2023 | Corrigan Financial Inc. | 235,912 | $6.36M | 2.2% | -2.0% | 1.196% | |
10/16/2023 | MBE Wealth Management LLC | 81,309 | $2.19M | 1.3% | -8.5% | 0.412% | |
10/13/2023 | Register Financial Advisors LLC | 23,291 | $628K | 0.5% | +4.4% | 0.118% | |
10/12/2023 | AdvisorNet Financial Inc | 165,855 | $4.47M | 0.4% | +1.8% | 0.841% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 10,246 | $276K | 0.0% | N/A | 0.052% | |
10/11/2023 | Harbor Group Inc. | 232,586 | $6.27M | 3.5% | +2.4% | 1.179% | |