5/13/2024 | Cedar Wealth Management LLC | 781,521 | $23.97M | 7.9% | +3.5% | 8.359% | |
5/9/2024 | New Insight Wealth Advisors | 8,505 | $261K | 0.2% | N/A | 0.092% | |
5/8/2024 | Avantax Advisory Services Inc. | 188,201 | $5.77M | 0.1% | +14.9% | 2.035% | |
5/7/2024 | BOS Asset Management LLC | 148,224 | $4.55M | 2.4% | N/A | 1.602% | |
4/30/2024 | Private Advisor Group LLC | 16,075 | $493K | 0.0% | -4.0% | 0.174% | |
4/24/2024 | 1900 Wealth Management LLC | 54,817 | $1.68M | 0.2% | -11.3% | 0.593% | |
|
4/22/2024 | Raymond James & Associates | 197,772 | $6.07M | 0.0% | +4.7% | 2.138% | |
4/22/2024 | Edge Financial Advisors LLC | 9,319 | $286K | 0.3% | N/A | 0.101% | |
4/19/2024 | Cornerstone Wealth Management LLC | 137,827 | $4.23M | 0.3% | +4.1% | 2.057% | |
4/18/2024 | Breakwater Capital Group | 67,365 | $2.07M | 0.5% | +12.2% | 1.005% | |
2/14/2024 | True Wealth Design LLC | 21,796 | $623K | 0.2% | +11.7% | 0.325% | |
2/14/2024 | CFS Investment Advisory Services LLC | 17,607 | $503K | 0.1% | -35.8% | 0.263% | |
2/8/2024 | Financial Advocates Investment Management | 17,212 | $492K | 0.0% | N/A | 0.257% | |
2/8/2024 | WT Wealth Management | 44,456 | $1.27M | 0.5% | +95.5% | 0.664% | |
2/7/2024 | Avantax Advisory Services Inc. | 163,847 | $4.68M | 0.0% | +6.4% | 2.445% | |
2/7/2024 | McKinley Carter Wealth Services Inc. | 32,988 | $943K | 0.1% | +60.4% | 0.492% | |
2/7/2024 | Principal Securities Inc. | 1,481 | $42K | 0.0% | N/A | 0.022% | |
2/6/2024 | Lincoln National Corp | 35,233 | $1.01M | 0.0% | +24.2% | 0.526% | |
2/6/2024 | Private Advisor Group LLC | 16,751 | $479K | 0.0% | +2.6% | 0.250% | |
2/6/2024 | Merit Financial Group LLC | 80,515 | $2.30M | 0.1% | +3.2% | 1.202% | |
2/2/2024 | Delta Investment Management LLC | 9,496 | $271K | 0.1% | -6.4% | 0.142% | |
2/1/2024 | 1900 Wealth Management LLC | 61,818 | $1.77M | 0.2% | -8.3% | 0.923% | |
1/31/2024 | Opes Wealth Management LLC | 150,011 | $4.29M | 1.0% | -2.0% | 2.239% | |
1/31/2024 | Sterling Financial Planning Inc. | 7,451 | $213K | 0.1% | N/A | 0.111% | |
1/25/2024 | International Assets Investment Management LLC | 41,027 | $1.17M | 0.0% | N/A | 0.612% | |
1/24/2024 | Breakwater Capital Group | 60,014 | $1.69M | 0.5% | +25.1% | 0.896% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 19,457 | $556K | 0.0% | -26.8% | 0.290% | |
1/16/2024 | Raymond James & Associates | 188,934 | $5.40M | 0.0% | -0.3% | 2.820% | |
1/12/2024 | Scharf Investments LLC | 9,836 | $281K | 0.0% | N/A | 0.147% | |
1/11/2024 | Ullmann Wealth Partners Group LLC | 11,025 | $315K | 0.1% | -5.1% | 0.165% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 24,139 | $690K | 0.1% | N/A | 0.360% | |
1/10/2024 | Cornerstone Wealth Management LLC | 132,420 | $3.79M | 0.3% | -1.6% | 1.976% | |
12/4/2023 | WT Wealth Management | 22,738 | $589K | 0.3% | +2.0% | 0.339% | |
11/13/2023 | True Wealth Design LLC | 19,510 | $505K | 0.2% | -3.5% | 0.291% | |
11/13/2023 | LPL Financial LLC | 589,274 | $15.26M | 0.0% | +10.9% | 8.795% | |
11/13/2023 | WCG Wealth Advisors LLC | 553,208 | $14.51M | 1.1% | N/A | 8.257% | |
11/8/2023 | Avantax Advisory Services Inc. | 153,988 | $3.99M | 0.0% | +1.8% | 2.298% | |
11/7/2023 | Merit Financial Group LLC | 77,984 | $2.02M | 0.1% | -19.1% | 1.164% | |
11/7/2023 | Cornerstone Wealth Management LLC | 134,600 | $3.49M | 0.3% | +3.6% | 2.009% | |
11/6/2023 | Lincoln National Corp | 28,375 | $735K | 0.0% | +26.2% | 0.424% | |
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11/6/2023 | Breakwater Capital Group | 47,959 | $1.22M | 0.4% | +456.8% | 0.716% | |
11/3/2023 | Private Advisor Group LLC | 16,324 | $423K | 0.0% | +6.0% | 0.244% | |
11/3/2023 | Opes Wealth Management LLC | 153,032 | $3.96M | 1.1% | -3.0% | 2.284% | |
11/2/2023 | Capital Investment Advisory Services LLC | 2,300 | $60K | 0.0% | +228.6% | 0.034% | |
10/30/2023 | Cedar Wealth Management LLC | 588,240 | $15.24M | 6.0% | +4.4% | 8.780% | |
10/26/2023 | Interactive Financial Advisors Inc. | 16,481 | $427K | 0.3% | N/A | 0.246% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 26,593 | $689K | 0.0% | +13.7% | 0.397% | |
10/24/2023 | Raymond James & Associates | 189,439 | $4.91M | 0.0% | +6.6% | 2.827% | |
10/17/2023 | 1900 Wealth Management LLC | 67,418 | $1.75M | 0.2% | -31.9% | 1.006% | |
10/13/2023 | McKinley Carter Wealth Services Inc. | 20,564 | $533K | 0.0% | +5.9% | 0.307% | |
10/13/2023 | Ullmann Wealth Partners Group LLC | 11,622 | $301K | 0.1% | -3.4% | 0.173% | |
10/5/2023 | LifePro Asset Management | 7,970 | $206K | 0.2% | -28.7% | 0.119% | |
8/15/2023 | Cedar Wealth Management LLC | 563,440 | $15.27M | 5.9% | +21.9% | 8.410% | |
8/10/2023 | Private Advisor Group LLC | 15,406 | $418K | 0.0% | +9.5% | 0.239% | |
8/7/2023 | Lincoln National Corp | 22,484 | $610K | 0.0% | +6.5% | 0.349% | |
8/3/2023 | Maltin Wealth Management Inc. | 12,026 | $326K | 0.1% | N/A | 0.186% | |
8/3/2023 | Opes Wealth Management LLC | 157,833 | $4.28M | 1.2% | -0.8% | 2.447% | |
8/1/2023 | Merit Financial Group LLC | 96,404 | $2.61M | 0.1% | +4.7% | 1.495% | |
7/31/2023 | LPL Financial LLC | 531,128 | $14.40M | 0.0% | -15.6% | 8.235% | |
7/25/2023 | Raymond James & Associates | 177,704 | $4.82M | 0.0% | +1.6% | 2.755% | |
7/21/2023 | 1900 Wealth Management LLC | 98,987 | $2.68M | 0.3% | +2.3% | 1.535% | |
7/14/2023 | Cornerstone Wealth Management LLC | 129,981 | $3.52M | 0.3% | +3.0% | 2.015% | |
7/12/2023 | Maltin Wealth Management Inc. | 12,026 | $326K | 0.1% | N/A | 0.186% | |
7/11/2023 | LifePro Asset Management | 11,185 | $303K | 0.2% | -50.7% | 0.173% | |
5/15/2023 | Cedar Wealth Management LLC | 462,305 | $12.21M | 5.0% | +58.9% | 9.065% | |
5/10/2023 | Private Advisor Group LLC | 14,063 | $371K | 0.0% | N/A | 0.276% | |
5/10/2023 | LPL Financial LLC | 629,457 | $16.63M | 0.0% | +14.2% | 12.342% | |
5/8/2023 | Delta Investment Management LLC | 10,186 | $269K | 0.1% | +9.0% | 0.200% | |
5/2/2023 | Lincoln National Corp | 21,107 | $558K | 0.0% | +14.1% | 0.414% | |
5/2/2023 | Opes Wealth Management LLC | 159,047 | $4.20M | 1.4% | -0.6% | 3.119% | |
5/1/2023 | Migdal Insurance & Financial Holdings Ltd. | 4,310 | $114K | 0.0% | +100.0% | 0.085% | |
4/28/2023 | Avantax Advisory Services Inc. | 140,746 | $3.72M | 0.0% | +23.7% | 2.760% | |
4/27/2023 | Breakwater Capital Group | 8,496 | $224K | 0.1% | -25.2% | 0.167% | |
4/25/2023 | McKinley Carter Wealth Services Inc. | 19,381 | $512K | 0.0% | -7.8% | 0.380% | |
4/24/2023 | Merit Financial Group LLC | 92,078 | $2.43M | 0.1% | +20.4% | 1.805% | |
4/20/2023 | Octavia Wealth Advisors LLC | 23,611 | $624K | 0.1% | +17.0% | 0.463% | |
4/20/2023 | WT Wealth Management | 22,538 | $595K | 0.3% | +4.1% | 0.442% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 23,070 | $609K | 0.0% | -9.9% | 0.452% | |
4/14/2023 | Raymond James & Associates | 174,920 | $4.62M | 0.0% | +6.1% | 3.430% | |
3/6/2023 | OLD Mission Capital LLC | 66,501 | $1.65M | 0.0% | -73.9% | 1.511% | |
2/10/2023 | CoreCap Advisors LLC | 3,500 | $87K | 0.0% | N/A | 0.080% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 25,595 | $633K | 0.0% | +40.0% | 0.582% | |
2/8/2023 | Raymond James & Associates | 164,915 | $4.08M | 0.0% | -4.1% | 3.748% | |
2/8/2023 | Belpointe Asset Management LLC | 32,040 | $793K | 0.0% | -10.0% | 0.728% | |
2/8/2023 | McKinley Carter Wealth Services Inc. | 21,024 | $520K | 0.0% | N/A | 0.478% | |
2/7/2023 | Capital Advisors Ltd. LLC | 3,054 | $76K | 0.0% | -44.8% | 0.069% | |
2/7/2023 | Commonwealth Equity Services LLC | 8,685 | $214K | 0.0% | N/A | 0.197% | |
2/7/2023 | LPL Financial LLC | 551,021 | $13.63M | 0.0% | +52.9% | 12.523% | |
2/7/2023 | IFP Advisors Inc | 3,090 | $74K | 0.0% | -14.2% | 0.070% | |
2/6/2023 | Vertex Planning Partners LLC | 50,474 | $1.25M | 0.5% | N/A | 1.147% | |
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2/2/2023 | Breakwater Capital Group | 11,361 | $281K | 0.1% | N/A | 0.258% | |
1/31/2023 | Opes Wealth Management LLC | 160,056 | $3.96M | 1.4% | +1.9% | 3.638% | |
1/20/2023 | Delta Investment Management LLC | 9,346 | $231K | 0.1% | N/A | 0.212% | |
1/20/2023 | WT Wealth Management | 21,652 | $536K | 0.3% | -4.0% | 0.492% | |
1/19/2023 | Octavia Wealth Advisors LLC | 20,183 | $499K | 0.1% | N/A | 0.459% | |
1/13/2023 | Merit Financial Group LLC | 76,503 | $1.89M | 0.1% | N/A | 1.739% | |
11/15/2022 | Flow Traders U.S. LLC | 18,875 | $399K | 0.0% | -87.3% | 0.455% | |
11/15/2022 | Belpointe Asset Management LLC | 35,607 | $752K | 0.1% | +2.4% | 0.858% | |
11/14/2022 | OLD Mission Capital LLC | 254,959 | $5.39M | 0.2% | +220.1% | 6.144% | |
11/14/2022 | MML Investors Services LLC | 36,405 | $769K | 0.0% | +19.0% | 0.877% | |