5/14/2024 | CreativeOne Wealth LLC | 434,599 | $18.30M | 0.7% | +17.9% | 7.761% | |
5/8/2024 | Avantax Advisory Services Inc. | 13,255 | $558K | 0.0% | +31.8% | 0.237% | |
5/8/2024 | Inspire Advisors LLC | 132,698 | $5.59M | 0.8% | -21.6% | 2.370% | |
5/6/2024 | Advisory Alpha LLC | 12,132 | $511K | 0.0% | +22.4% | 0.217% | |
5/4/2024 | Geneos Wealth Management Inc. | 157,976 | $6.65M | 0.3% | +10,039.7% | 2.821% | |
5/1/2024 | StoneX Group Inc. | 17,726 | $746K | 0.1% | +1.9% | 0.317% | |
|
4/30/2024 | J.W. Cole Advisors Inc. | 89,124 | $3.75M | 0.2% | +0.7% | 1.592% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 71,007 | $2.99M | 0.0% | +28.1% | 1.291% | |
4/24/2024 | Win Advisors Inc. | 27,615 | $1.16M | 0.5% | +2.3% | 0.502% | |
4/23/2024 | TrueWealth Advisors LLC | 24,168 | $1.02M | 0.4% | +2.8% | 0.439% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 42,193 | $1.78M | 0.0% | +2.4% | 0.767% | |
4/19/2024 | Legacy Wealth Asset Management LLC | 50,249 | $2.12M | 0.6% | +6.1% | 0.914% | |
4/17/2024 | Vicus Capital | 14,922 | $628K | 0.1% | +8.0% | 0.271% | |
4/16/2024 | OneAscent Wealth Management LLC | 6,710 | $283K | 0.1% | N/A | 0.122% | |
4/12/2024 | Whitaker Myers Wealth Managers LTD. | 7,051 | $297K | 0.1% | N/A | 0.114% | |
4/11/2024 | O Connor Financial Group LLC | 215,083 | $9.06M | 5.4% | -33.0% | 3.469% | |
2/20/2024 | Polen Capital Management LLC | 15,147 | $579K | 0.0% | -5.5% | 0.244% | |
2/13/2024 | Belpointe Asset Management LLC | 28,646 | $1.10M | 0.1% | -5.8% | 0.462% | |
2/13/2024 | Polen Capital Management LLC | 15,147 | $579K | 0.0% | -5.5% | 0.244% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 55,445 | $2.12M | 0.0% | -21.2% | 0.894% | |
2/9/2024 | EverSource Wealth Advisors LLC | 95,823 | $3.66M | 0.3% | +41.4% | 1.546% | |
2/9/2024 | CreativeOne Wealth LLC | 368,485 | $14.08M | 0.9% | +1.4% | 5.943% | |
2/8/2024 | Financial Advocates Investment Management | 12,636 | $483K | 0.0% | +7.0% | 0.204% | |
2/7/2024 | Avantax Advisory Services Inc. | 10,059 | $384K | 0.0% | -26.4% | 0.162% | |
2/6/2024 | Bare Financial Services Inc | 11,441 | $437K | 0.9% | N/A | 0.185% | |
2/5/2024 | Win Advisors Inc. | 27,004 | $1.03M | 0.5% | +12.2% | 0.436% | |
2/5/2024 | Silver Oak Securities Incorporated | 146,305 | $5.59M | 0.8% | +1,764.9% | 2.360% | |
2/2/2024 | Atria Wealth Solutions Inc. | 31,130 | $1.19M | 0.0% | -1.2% | 0.502% | |
2/1/2024 | Vicus Capital | 13,816 | $528K | 0.1% | +2.1% | 0.223% | |
1/30/2024 | Avior Wealth Management LLC | 3,433 | $131K | 0.0% | +8.2% | 0.055% | |
1/26/2024 | Geneos Wealth Management Inc. | 1,558 | $60K | 0.0% | +104.2% | 0.025% | |
1/25/2024 | International Assets Investment Management LLC | 40,902 | $1.56M | 0.0% | N/A | 0.660% | |
1/24/2024 | International Assets Investment Management LLC | 40,902 | $1.56M | 0.0% | N/A | 0.660% | |
1/23/2024 | Advisory Alpha LLC | 9,913 | $379K | 0.0% | N/A | 0.160% | |
1/23/2024 | LVZ Inc. | 71,043 | $2.72M | 0.4% | +0.8% | 1.146% | |
1/18/2024 | Symphony Financial Ltd. Co. | 7,445 | $280K | 0.1% | +9.1% | 0.120% | |
1/18/2024 | Hill Island Financial LLC | 317,683 | $12.14M | 4.1% | -2.2% | 5.124% | |
1/18/2024 | Well Done LLC | 5,771 | $221K | 0.0% | N/A | 0.093% | |
1/17/2024 | O Connor Financial Group LLC | 321,228 | $12.28M | 7.6% | -1.2% | 5.181% | |
1/17/2024 | Sound Stewardship LLC | 13,248 | $506K | 0.3% | +109.0% | 0.214% | |
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1/16/2024 | Raymond James Financial Services Advisors Inc. | 41,208 | $1.58M | 0.0% | +2.2% | 0.665% | |
1/16/2024 | CoreCap Advisors LLC | 13,445 | $514K | 0.0% | -2.7% | 0.217% | |
1/11/2024 | OneAscent Financial Services LLC | 5,517 | $211K | 0.0% | N/A | 0.089% | |
1/11/2024 | Stewardship Advisors LLC | 22,240 | $850K | 0.3% | N/A | 0.359% | |
1/11/2024 | Legacy Wealth Asset Management LLC | 47,358 | $1.81M | 0.6% | +4.9% | 0.764% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 89,691 | $3.43M | 0.3% | -1.6% | 1.447% | |
11/20/2023 | Silver Oak Securities Incorporated | 7,845 | $270K | 0.1% | -90.9% | 0.127% | |
11/13/2023 | LPL Financial LLC | 148,992 | $5.14M | 0.0% | +67.3% | 2.403% | |
11/13/2023 | Frontier Asset Management LLC | 25,013 | $862K | 0.4% | -21.5% | 0.403% | |
11/13/2023 | Polen Capital Management LLC | 16,025 | $552K | 0.0% | +10.2% | 0.258% | |
11/9/2023 | Oliver Lagore Vanvalin Investment Group | 5,198 | $179K | 0.1% | +139.2% | 0.084% | |
11/8/2023 | Atria Wealth Solutions Inc. | 31,505 | $1.09M | 0.0% | +25.8% | 0.508% | |
11/8/2023 | Avantax Advisory Services Inc. | 13,670 | $471K | 0.0% | +47.9% | 0.220% | |
11/7/2023 | TrueWealth Advisors LLC | 24,084 | $830K | 0.4% | +11.2% | 0.388% | |
11/4/2023 | EverSource Wealth Advisors LLC | 67,762 | $2.34M | 0.2% | +226.2% | 1.093% | |
11/4/2023 | HHM Wealth Advisors LLC | 3,714 | $128K | 0.0% | +17.4% | 0.060% | |
11/1/2023 | Legacy Wealth Asset Management LLC | 45,138 | $1.56M | 0.6% | +2.8% | 0.728% | |
10/30/2023 | Win Advisors Inc. | 24,068 | $830K | 0.4% | N/A | 0.388% | |
10/26/2023 | Sound Stewardship LLC | 6,340 | $219K | 0.1% | N/A | 0.102% | |
10/24/2023 | J.W. Cole Advisors Inc. | 88,334 | $3.05M | 0.2% | +4.8% | 1.425% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 40,322 | $1.39M | 0.0% | +4.7% | 0.650% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 70,364 | $2.43M | 0.0% | +9.2% | 1.135% | |
10/23/2023 | Vicus Capital | 13,537 | $467K | 0.0% | +14.3% | 0.218% | |
10/23/2023 | Commonwealth Equity Services LLC | 7,384 | $255K | 0.0% | N/A | 0.119% | |
10/20/2023 | O Connor Financial Group LLC | 325,191 | $11.21M | 7.7% | +2.4% | 5.245% | |
10/17/2023 | CreativeOne Wealth LLC | 363,479 | $12.53M | 0.9% | +2.8% | 5.863% | |
10/16/2023 | Hill Island Financial LLC | 324,704 | $11.19M | 4.4% | -0.3% | 5.237% | |
10/13/2023 | S.A. Mason LLC | 1,500 | $52K | 0.0% | N/A | 0.024% | |
10/11/2023 | Geneos Wealth Management Inc. | 763 | $26K | 0.0% | +88.4% | 0.012% | |
10/11/2023 | AE Wealth Management LLC | 7,423 | $256K | 0.0% | +25.9% | 0.120% | |
9/7/2023 | Strategic Financial Concepts LLC | 7,615 | $274K | 0.1% | -7.3% | 0.123% | |
8/17/2023 | Vicus Capital | 11,839 | $426K | 0.0% | +31.2% | 0.191% | |
8/16/2023 | CreativeOne Wealth LLC | 353,649 | $12.72M | 0.6% | +28.1% | 5.704% | |
8/10/2023 | Cetera Advisor Networks LLC | 45,531 | $1.64M | 0.0% | +11.1% | 0.734% | |
8/9/2023 | Hill Island Financial LLC | 325,568 | $11.71M | 4.4% | +0.1% | 5.251% | |
8/4/2023 | Legacy Wealth Asset Management LLC | 43,912 | $1.58M | 0.6% | -1.2% | 0.708% | |
8/4/2023 | Atria Investments Inc | 110,948 | $3.99M | 0.1% | -17.2% | 1.789% | |
8/4/2023 | EverSource Wealth Advisors LLC | 20,771 | $747K | 0.1% | +3,186.6% | 0.335% | |
8/3/2023 | Atria Wealth Solutions Inc. | 25,050 | $901K | 0.0% | +9.9% | 0.404% | |
8/3/2023 | Larson Financial Group LLC | 2,178 | $78K | 0.0% | +30.3% | 0.035% | |
8/2/2023 | Values First Advisors Inc. | 4,812 | $173K | 0.1% | +56.1% | 0.078% | |
8/2/2023 | Nemes Rush Group LLC | 1,145 | $41K | 0.0% | N/A | 0.018% | |
8/2/2023 | Silver Oak Securities Incorporated | 85,919 | $3.09M | 0.5% | +249.9% | 1.386% | |
8/2/2023 | Sigma Planning Corp | 30,521 | $1.10M | 0.0% | +2.4% | 0.492% | |
7/31/2023 | LPL Financial LLC | 89,046 | $3.20M | 0.0% | +124.5% | 1.436% | |
7/31/2023 | TrueWealth Advisors LLC | 21,668 | $780K | 0.3% | +95.1% | 0.374% | |
7/28/2023 | Bank of New Hampshire | 900 | $32K | 0.0% | N/A | 0.016% | |
7/27/2023 | J.W. Cole Advisors Inc. | 84,293 | $3.03M | 0.2% | +0.9% | 1.453% | |
7/26/2023 | First Heartland Consultants Inc. | 6,722 | $242K | 0.0% | -16.2% | 0.116% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 81,841 | $2.94M | 0.3% | +203.3% | 1.411% | |
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7/25/2023 | Raymond James Financial Services Advisors Inc. | 38,509 | $1.39M | 0.0% | +10.9% | 0.664% | |
7/14/2023 | O Connor Financial Group LLC | 317,498 | $11.42M | 7.9% | +10.5% | 5.474% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 64,436 | $2.32M | 0.0% | +13.3% | 1.111% | |
7/10/2023 | AE Wealth Management LLC | 5,898 | $212K | 0.0% | N/A | 0.102% | |
5/22/2023 | Arete Wealth Advisors LLC | 17,737 | $611K | 0.0% | N/A | 0.303% | |
5/11/2023 | Financial Advocates Investment Management | 10,716 | $369K | 0.0% | +7.6% | 0.183% | |
5/10/2023 | Atria Investments Inc | 133,949 | $4.61M | 0.1% | -12.4% | 2.290% | |
5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 3,158 | $109K | 0.0% | N/A | 0.054% | |
5/10/2023 | Frontier Asset Management LLC | 31,803 | $1.10M | 0.5% | +84.0% | 0.544% | |
5/8/2023 | Sigma Planning Corp | 29,799 | $1.03M | 0.0% | +1.7% | 0.509% | |