4/25/2024 | Triumph Capital Management | 24,894 | $728K | 0.3% | N/A | 0.119% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 155,827 | $4.56M | 0.0% | +12.2% | 0.746% | |
4/24/2024 | Capasso Planning Partners LLC | 58,978 | $1.73M | 0.7% | +16.8% | 0.282% | |
4/23/2024 | Milestone Asset Management LLC | 427,235 | $12.50M | 3.6% | -85.3% | 2.044% | |
4/23/2024 | Wealth Advisory Solutions LLC | 14,691 | $430K | 0.1% | N/A | 0.070% | |
4/23/2024 | Strategic Blueprint LLC | 12,615 | $369K | 0.0% | N/A | 0.060% | |
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4/23/2024 | Raymond James Financial Services Advisors Inc. | 103,914 | $3.04M | 0.0% | +50.5% | 0.497% | |
4/22/2024 | Rovin Capital UT ADV | 74,948 | $2.19M | 0.9% | +10.5% | 0.359% | |
4/18/2024 | Dominguez Wealth Management Solutions Inc. | 197,121 | $5.77M | 4.5% | +2.0% | 0.943% | |
4/18/2024 | Miracle Mile Advisors LLC | 104,436 | $3.06M | 0.1% | -5.2% | 0.500% | |
4/17/2024 | CRA Financial Services LLC | 208,570 | $6.10M | 1.3% | -5.5% | 0.998% | |
4/16/2024 | RiverTree Advisors LLC | 64,710 | $1.89M | 1.3% | -3.2% | 0.439% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 18,599 | $544K | 0.0% | N/A | 0.126% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 245,291 | $7.18M | 0.2% | -0.3% | 1.663% | |
4/15/2024 | Brookstone Capital Management | 664,860 | $19.45M | 0.3% | -9.3% | 4.508% | |
4/15/2024 | Sunbelt Securities Inc. | 376,924 | $11.03M | 1.2% | +17.0% | 2.555% | |
4/12/2024 | Financial Designs Corp | 192,976 | $5.65M | 3.7% | +2.1% | 1.308% | |
4/12/2024 | Fermata Advisors LLC | 6,925 | $203K | 0.0% | -15.3% | 0.047% | |
4/11/2024 | RFG Advisory LLC | 63,271 | $1.85M | 0.1% | -73.5% | 0.429% | |
4/10/2024 | BCS Wealth Management | 40,466 | $1.18M | 0.4% | -3.6% | 0.274% | |
3/12/2024 | Rovin Capital UT ADV | 67,797 | $1.94M | 0.9% | -5.7% | 0.460% | |
2/26/2024 | Centaurus Financial Inc. | 374,213 | $10.69M | 0.8% | +7.8% | 2.537% | |
2/17/2024 | Madison Wealth Partners Inc | 9,651 | $276K | 0.1% | N/A | 0.065% | |
2/16/2024 | Wealthquest Corp | 315,494 | $9.01M | 1.0% | +276.2% | 2.139% | |
2/14/2024 | Vista Investment Management | 10,760 | $307K | 0.1% | -59.4% | 0.073% | |
2/14/2024 | MGO One Seven LLC | 124,100 | $3.55M | 0.2% | +1.9% | 0.841% | |
2/14/2024 | Visionary Wealth Advisors | 44,318 | $1.27M | 0.1% | -2.5% | 0.300% | |
2/14/2024 | Core Wealth Advisors Inc. | 5,230 | $149K | 0.1% | N/A | 0.035% | |
2/14/2024 | Personal CFO Solutions LLC | 287,644 | $8.22M | 1.4% | -0.9% | 1.950% | |
2/13/2024 | Cetera Advisor Networks LLC | 388,295 | $11.09M | 0.1% | +551.8% | 2.633% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 138,830 | $3.97M | 0.0% | +85.8% | 0.941% | |
2/8/2024 | Kingsview Wealth Management LLC | 1,302,512 | $37.21M | 1.1% | +43.2% | 8.831% | |
2/8/2024 | Beacon Pointe Advisors LLC | 31,960 | $913K | 0.0% | -13.7% | 0.217% | |
2/8/2024 | Foundations Investment Advisors LLC | 2,872,894 | $82.77M | 2.2% | N/A | 19.477% | |
2/6/2024 | Lincoln National Corp | 246,895 | $7.05M | 0.1% | +40.7% | 1.674% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 246,001 | $7.03M | 0.3% | -1.9% | 1.668% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 29,445 | $841K | 0.0% | +11.6% | 0.200% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 6,708 | $192K | 0.0% | -80.6% | 0.045% | |
2/5/2024 | Kestra Private Wealth Services LLC | 49,316 | $1.41M | 0.0% | +28.4% | 0.334% | |
2/5/2024 | Silver Oak Securities Incorporated | 24,702 | $706K | 0.1% | -4.5% | 0.167% | |
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2/2/2024 | Delta Investment Management LLC | 57,357 | $1.64M | 0.4% | +63.7% | 0.389% | |
2/2/2024 | Atria Wealth Solutions Inc. | 78,405 | $2.24M | 0.0% | +12.8% | 0.532% | |
2/1/2024 | Sigma Planning Corp | 119,305 | $3.41M | 0.3% | -61.1% | 0.809% | |
2/1/2024 | CRA Financial Services LLC | 220,627 | $6.30M | 1.5% | +17.1% | 1.496% | |
1/30/2024 | Sfmg LLC | 66,144 | $1.89M | 0.2% | -0.9% | 0.448% | |
1/30/2024 | Capital Analysts LLC | 61,413 | $1.75M | 0.1% | -28.2% | 0.416% | |
1/30/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 11,932 | $341K | 0.1% | N/A | 0.081% | |
1/29/2024 | Koshinski Asset Management Inc. | 11,516 | $329K | 0.1% | +50.7% | 0.078% | |
1/29/2024 | Compass Advisory Group LLC | 54,151 | $1.55M | 0.7% | -14.2% | 0.367% | |
1/26/2024 | Capasso Planning Partners LLC | 50,475 | $1.44M | 0.7% | -73.3% | 0.342% | |
1/25/2024 | RFG Advisory LLC | 238,466 | $6.81M | 0.3% | -2.2% | 1.617% | |
1/25/2024 | RiverTree Advisors LLC | 66,818 | $1.91M | 1.3% | +2.6% | 0.453% | |
1/24/2024 | Stratos Wealth Advisors LLC | 16,540 | $473K | 0.0% | +20.0% | 0.112% | |
1/24/2024 | Comprehensive Financial Consultants Institutional Inc. | 15,147 | $433K | 0.2% | N/A | 0.103% | |
1/23/2024 | Crown Wealth Group LLC | 412,966 | $11.80M | 7.1% | +11.6% | 2.800% | |
1/23/2024 | Milestone Asset Management LLC | 2,914,291 | $83.26M | 27.4% | N/A | 19.758% | |
1/22/2024 | Pallas Capital Advisors LLC | 7,325 | $209K | 0.0% | -66.2% | 0.050% | |
1/22/2024 | Miracle Mile Advisors LLC | 110,108 | $3.15M | 0.1% | -43.2% | 0.746% | |
1/19/2024 | Financial Designs Corp | 189,014 | $5.40M | 4.4% | N/A | 1.281% | |
1/19/2024 | Fermata Advisors LLC | 8,172 | $233K | 0.1% | N/A | 0.055% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 69,059 | $1.97M | 0.0% | +84.4% | 0.468% | |
1/16/2024 | Raymond James & Associates | 50,586 | $1.45M | 0.0% | N/A | 0.343% | |
1/16/2024 | CoreCap Advisors LLC | 29,234 | $835K | 0.1% | N/A | 0.198% | |
1/12/2024 | Independent Wealth Network Inc. | 9,439 | $270K | 0.1% | N/A | 0.064% | |
1/11/2024 | Brookstone Capital Management | 733,243 | $20.95M | 0.4% | +10.5% | 4.971% | |
1/11/2024 | BCS Wealth Management | 41,958 | $1.20M | 0.4% | -9.0% | 0.284% | |
1/9/2024 | Capstone Triton Financial Group LLC | 102,112 | $2.92M | 2.1% | -22.8% | 0.692% | |
1/9/2024 | Dominguez Wealth Management Solutions Inc. | 193,295 | $5.52M | 4.6% | -1.4% | 1.310% | |
1/5/2024 | WealthPLAN Partners LLC | 15,198 | $434K | 0.0% | -5.3% | 0.103% | |
12/11/2023 | Sunbelt Securities Inc. | 299,633 | $8.33M | 1.2% | +5.1% | 2.031% | |
11/16/2023 | Harbour Investments Inc. | 33,140 | $921K | 0.0% | +10.4% | 0.225% | |
11/15/2023 | WealthPlan Investment Management LLC | 16,047 | $446K | 0.1% | N/A | 0.109% | |
11/13/2023 | Personal CFO Solutions LLC | 290,223 | $8.07M | 1.6% | +2.0% | 1.968% | |
11/13/2023 | Mariner LLC | 174,664 | $4.86M | 0.0% | +190.9% | 1.184% | |
11/13/2023 | Visionary Wealth Advisors | 45,438 | $1.26M | 0.1% | +15.8% | 0.308% | |
11/13/2023 | Envestnet Asset Management Inc. | 1,873,215 | $52.08M | 0.0% | +6.5% | 12.700% | |
11/13/2023 | Kestra Advisory Services LLC | 69,369 | $1.93M | 0.0% | -18.3% | 0.470% | |
11/8/2023 | HighTower Advisors LLC | 32,930 | $915K | 0.0% | +23.2% | 0.223% | |
11/8/2023 | Janney Montgomery Scott LLC | 50,750 | $1.41M | 0.0% | +24.4% | 0.344% | |
11/8/2023 | Atria Wealth Solutions Inc. | 69,505 | $1.93M | 0.0% | +6.1% | 0.471% | |
11/8/2023 | Kestra Private Wealth Services LLC | 38,401 | $1.07M | 0.0% | +5.5% | 0.260% | |
11/7/2023 | Kingsview Wealth Management LLC | 909,332 | $25.28M | 0.9% | +1,068.5% | 6.165% | |
11/6/2023 | Sigma Planning Corp | 306,591 | $8.52M | 0.3% | +5.5% | 2.079% | |
11/6/2023 | Sfmg LLC | 66,712 | $1.86M | 0.2% | -12.3% | 0.452% | |
11/6/2023 | Lincoln National Corp | 175,469 | $4.88M | 0.1% | +32.5% | 1.190% | |
11/4/2023 | D.B. Root & Company LLC | 21,126 | $587K | 0.2% | +55.8% | 0.143% | |
11/3/2023 | MGO One Seven LLC | 121,740 | $3.38M | 0.3% | N/A | 0.825% | |
11/3/2023 | Main Street Financial Solutions LLC | 48,210 | $1.34M | 0.2% | +11.8% | 0.327% | |
11/2/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 248,992 | $6.92M | 0.9% | +390.0% | 1.688% | |
11/2/2023 | Vantage Financial Partners LLC | 22,068 | $613K | 0.2% | +51.3% | 0.150% | |
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11/2/2023 | WealthPlan Investment Management LLC | 16,047 | $446K | 0.1% | N/A | 0.109% | |
10/31/2023 | Triumph Capital Management | 39,341 | $1.09M | 0.5% | N/A | 0.267% | |
10/26/2023 | Capasso Planning Partners LLC | 188,924 | $5.25M | 2.8% | N/A | 1.281% | |
10/25/2023 | Crown Wealth Group LLC | 369,943 | $10.28M | 7.7% | +10.0% | 2.508% | |
10/25/2023 | Rovin Capital UT ADV | 71,920 | $2.00M | 0.9% | -1.3% | 0.488% | |
10/25/2023 | Miracle Mile Advisors LLC | 193,794 | $5.39M | 0.2% | +1.8% | 1.314% | |
10/24/2023 | Compass Advisory Group LLC | 63,134 | $1.76M | 0.9% | -1.7% | 0.428% | |
10/24/2023 | Stratos Wealth Advisors LLC | 13,789 | $383K | 0.0% | -3.6% | 0.093% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 37,449 | $1.04M | 0.0% | +154.0% | 0.254% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 74,731 | $2.08M | 0.0% | -63.7% | 0.507% | |