5/13/2024 | PAX Financial Group LLC | 9,351 | $353K | 0.1% | +15.9% | 0.094% | |
5/10/2024 | Osaic Holdings Inc. | 236,703 | $8.94M | 0.0% | -7.8% | 2.374% | |
5/8/2024 | Avantax Advisory Services Inc. | 89,071 | $3.36M | 0.0% | +43.8% | 0.893% | |
5/7/2024 | Concurrent Investment Advisors LLC | 23,568 | $890K | 0.0% | -47.5% | 0.236% | |
5/7/2024 | 49 Wealth Management LLC | 10,685 | $399K | 0.1% | +3.0% | 0.107% | |
5/2/2024 | First Command Advisory Services Inc. | 301,490 | $11.39M | 0.1% | +14.4% | 3.024% | |
|
4/30/2024 | Concord Wealth Partners | 915 | $35K | 0.0% | N/A | 0.009% | |
4/30/2024 | Commonwealth Equity Services LLC | 25,382 | $959K | 0.0% | -48.4% | 0.255% | |
4/25/2024 | IAG Wealth Partners LLC | 87,497 | $3.31M | 0.7% | +13.3% | 0.862% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 270,159 | $10.20M | 0.0% | -12.4% | 2.662% | |
4/16/2024 | Searcy Financial Services Inc. ADV | 573,261 | $21.65M | 11.0% | +4.5% | 5.648% | |
4/16/2024 | ERn Financial LLC | 16,284 | $615K | 0.1% | -4.8% | 0.160% | |
4/4/2024 | Orrstown Financial Services Inc. | 24,540 | $927K | 0.5% | +10.3% | 0.264% | |
2/27/2024 | ARQ Wealth Advisors LLC | 6,489 | $252K | 0.1% | N/A | 0.070% | |
2/14/2024 | MGO One Seven LLC | 186,129 | $7.22M | 0.4% | +3.8% | 2.006% | |
2/14/2024 | Traction Financial Partners LLC | 77,678 | $3.01M | 2.0% | N/A | 0.837% | |
2/12/2024 | Avestar Capital LLC | 48,734 | $1.89M | 0.2% | +41.0% | 0.525% | |
2/12/2024 | Focus Financial Network Inc. ADV | 6,255 | $243K | 0.0% | N/A | 0.067% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 99,589 | $3.86M | 0.1% | +11.8% | 1.073% | |
2/9/2024 | Frazier Financial Advisors LLC | 891 | $35K | 0.0% | N/A | 0.010% | |
2/9/2024 | Thoroughbred Financial Services LLC | 9,347 | $362K | 0.0% | -5.6% | 0.101% | |
2/7/2024 | Avantax Advisory Services Inc. | 61,933 | $2.40M | 0.0% | +107.6% | 0.667% | |
2/7/2024 | Collaborative Wealth Managment Inc. | 10,396 | $403K | 0.2% | -12.2% | 0.112% | |
2/6/2024 | EdgeRock Capital LLC | 966 | $35K | 0.0% | N/A | 0.010% | |
2/6/2024 | Private Advisor Group LLC | 45,772 | $1.78M | 0.0% | +38.0% | 0.493% | |
2/6/2024 | Solano Wealth Management Inc. | 474,369 | $18.41M | 11.1% | +4.6% | 5.112% | |
2/2/2024 | IAG Wealth Partners LLC | 77,245 | $3.00M | 0.7% | -26.3% | 0.832% | |
2/2/2024 | Truist Financial Corp | 44,586 | $1.73M | 0.0% | -40.2% | 0.480% | |
2/1/2024 | First Command Advisory Services Inc. | 263,615 | $10.23M | 0.1% | +23.7% | 2.841% | |
1/29/2024 | ORG Partners LLC | 3,212 | $125K | 0.0% | +393.4% | 0.035% | |
1/26/2024 | Cerity Partners LLC | 12,842 | $498K | 0.0% | -25.8% | 0.138% | |
1/24/2024 | Stratos Wealth Partners LTD. | 47,285 | $1.84M | 0.0% | +31.6% | 0.510% | |
1/23/2024 | Denver Wealth Management Inc. | 5,614 | $218K | 0.1% | -36.2% | 0.060% | |
1/19/2024 | AdvisorNet Financial Inc | 875 | $34K | 0.0% | -38.6% | 0.009% | |
1/18/2024 | Global Retirement Partners LLC | 1,250 | $45K | 0.0% | +900.0% | 0.013% | |
1/17/2024 | IFG Advisory LLC | 19,260 | $747K | 0.1% | +9.0% | 0.208% | |
1/16/2024 | Searcy Financial Services Inc. ADV | 548,699 | $21.29M | 11.8% | +1.5% | 5.913% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 308,272 | $11.96M | 0.0% | +39.0% | 3.322% | |
1/16/2024 | Lionsbridge Wealth Management LLC | 32,058 | $1.24M | 1.0% | +53.3% | 0.345% | |
1/11/2024 | BKM Wealth Management LLC | 1,422 | $55K | 0.0% | N/A | 0.015% | |
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1/11/2024 | Orrstown Financial Services Inc. | 22,252 | $863K | 0.7% | N/A | 0.240% | |
1/11/2024 | BKM Wealth Management LLC | 1,422 | $55K | 0.0% | N/A | 0.015% | |
1/5/2024 | Apella Capital LLC | 14,340 | $538K | 0.0% | -25.2% | 0.155% | |
11/13/2023 | Mariner LLC | 498,579 | $16.92M | 0.0% | +14.3% | 5.373% | |
11/13/2023 | LPL Financial LLC | 1,467,633 | $49.80M | 0.0% | +4.1% | 15.815% | |
11/13/2023 | Invesco Ltd. | 1,748,448 | $59.33M | 0.0% | -0.2% | 18.841% | |
11/13/2023 | Envestnet Asset Management Inc. | 108,853 | $3.69M | 0.0% | +56.3% | 1.173% | |
11/9/2023 | Collaborative Wealth Managment Inc. | 11,843 | $402K | 0.2% | -5.5% | 0.128% | |
11/8/2023 | Solano Wealth Management Inc. | 453,641 | $15.39M | 10.7% | +17.1% | 4.888% | |
11/8/2023 | First Command Advisory Services Inc. | 213,043 | $7.23M | 0.1% | N/A | 2.296% | |
11/8/2023 | Milestone Investment Advisors LLC | 3,565 | $121K | 0.0% | -62.6% | 0.038% | |
11/8/2023 | Avantax Advisory Services Inc. | 29,829 | $1.01M | 0.0% | +10.6% | 0.321% | |
11/3/2023 | MGO One Seven LLC | 179,356 | $6.09M | 0.5% | +82.3% | 1.933% | |
11/3/2023 | Private Advisor Group LLC | 33,162 | $1.13M | 0.0% | +22.6% | 0.357% | |
10/24/2023 | Denver Wealth Management Inc. | 8,793 | $298K | 0.2% | N/A | 0.095% | |
10/24/2023 | Bank of New York Mellon Corp | 907,838 | $30.80M | 0.0% | N/A | 9.783% | |
10/24/2023 | IAG Wealth Partners LLC | 104,765 | $3.56M | 1.0% | +17.6% | 1.129% | |
10/24/2023 | Stratos Wealth Partners LTD. | 35,943 | $1.22M | 0.0% | +68.9% | 0.387% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 221,810 | $7.53M | 0.0% | +18.5% | 2.390% | |
10/23/2023 | Commonwealth Equity Services LLC | 51,976 | $1.76M | 0.0% | +76.4% | 0.560% | |
10/20/2023 | Avestar Capital LLC | 34,552 | $1.17M | 0.2% | +270.1% | 0.372% | |
10/16/2023 | Searcy Financial Services Inc. ADV | 540,452 | $18.34M | 11.1% | +3.3% | 5.824% | |
10/16/2023 | Leavell Investment Management Inc. | 5,955 | $202K | 0.0% | N/A | 0.064% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 8,194 | $278K | 0.0% | -62.8% | 0.088% | |
10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 1,100 | $37K | 0.0% | N/A | 0.012% | |
10/10/2023 | Apella Capital LLC | 19,163 | $650K | 0.0% | -1.5% | 0.206% | |
8/10/2023 | Osaic Holdings Inc. | 357,077 | $12.94M | 0.0% | +37.0% | 3.848% | |
8/10/2023 | IAG Wealth Partners LLC | 89,108 | $3.23M | 0.9% | -2.6% | 0.960% | |
8/10/2023 | GeoWealth Management LLC | 320,174 | $11.60M | 1.3% | +9.1% | 3.450% | |
8/10/2023 | Private Advisor Group LLC | 27,046 | $980K | 0.0% | +46.8% | 0.291% | |
8/4/2023 | Envestnet Asset Management Inc. | 69,643 | $2.52M | 0.0% | +35.2% | 0.750% | |
8/3/2023 | Dynamic Advisor Solutions LLC | 22,022 | $798K | 0.0% | -59.5% | 0.237% | |
8/2/2023 | Milestone Investment Advisors LLC | 9,522 | $345K | 0.1% | +7.9% | 0.103% | |
8/2/2023 | Avestar Capital LLC | 9,335 | $338K | 0.1% | N/A | 0.101% | |
8/1/2023 | Truist Financial Corp | 83,527 | $3.03M | 0.0% | +2.0% | 0.900% | |
7/31/2023 | LPL Financial LLC | 1,409,990 | $51.08M | 0.0% | +34.9% | 15.194% | |
7/31/2023 | Lionsbridge Wealth Management LLC | 20,985 | $760K | 0.7% | N/A | 0.226% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 187,178 | $6.78M | 0.0% | +24.3% | 2.291% | |
7/25/2023 | Ameritas Advisory Services LLC | 74,801 | $2.65M | 0.3% | +3,278.5% | 0.916% | |
7/21/2023 | IFG Advisory LLC | 22,215 | $805K | 0.1% | +4.7% | 0.272% | |
7/21/2023 | First Command Bank | 134,269 | $4.87M | 0.5% | N/A | 1.643% | |
7/19/2023 | Searcy Financial Services Inc. ADV | 523,034 | $18.95M | 11.0% | +1.9% | 6.402% | |
7/18/2023 | Stratos Wealth Partners LTD. | 21,286 | $771K | 0.0% | +207.4% | 0.261% | |
7/14/2023 | AdvisorNet Financial Inc | 1,426 | $52K | 0.0% | N/A | 0.017% | |
7/6/2023 | Apella Capital LLC | 19,464 | $705K | 0.1% | N/A | 0.238% | |
6/14/2023 | Solano Wealth Management Inc. | 377,613 | $13.27M | 9.7% | N/A | 4.774% | |
5/12/2023 | GeoWealth Management LLC | 293,459 | $10.31M | 1.2% | +6.1% | 3.710% | |
5/10/2023 | Private Advisor Group LLC | 18,429 | $648K | 0.0% | N/A | 0.233% | |
5/10/2023 | LPL Financial LLC | 1,045,013 | $36.73M | 0.0% | +24.4% | 13.211% | |
5/8/2023 | MGO One Seven LLC | 159,735 | $5.61M | 0.4% | -3.1% | 2.019% | |
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5/8/2023 | Collaborative Wealth Managment Inc. | 14,385 | $506K | 0.3% | -80.6% | 0.182% | |
5/5/2023 | Truist Financial Corp | 81,854 | $2.88M | 0.0% | +7.3% | 1.035% | |
5/3/2023 | Aspire Private Capital LLC | 1,920 | $67.48B | 0.0% | N/A | 0.024% | |
4/28/2023 | AJ Wealth Strategies LLC | 17,225 | $605K | 0.0% | -59.5% | 0.218% | |
4/28/2023 | Avantax Advisory Services Inc. | 24,855 | $874K | 0.0% | +98.9% | 0.314% | |
4/28/2023 | Ameritas Advisory Services LLC | 2,214 | $78K | 0.0% | N/A | 0.028% | |
4/27/2023 | Stratos Wealth Partners LTD. | 6,925 | $243K | 0.0% | N/A | 0.088% | |
4/25/2023 | IAG Wealth Partners LLC | 91,487 | $3.22M | 0.9% | +37.4% | 1.157% | |
4/17/2023 | First Heartland Consultants Inc. | 50,414 | $1.77M | 0.3% | N/A | 0.637% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 150,594 | $5.29M | 0.0% | +116.7% | 1.904% | |