5/8/2024 | Avantax Advisory Services Inc. | 9,908 | $594K | 0.0% | -10.1% | 0.296% | |
5/2/2024 | Vantage Financial Partners LLC | 8,972 | $538K | 0.1% | -4.2% | 0.268% | |
5/1/2024 | Private Advisor Group LLC | 7,592 | $455K | 0.0% | -5.1% | 0.227% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 2,350 | $141K | 0.0% | -24.6% | 0.070% | |
4/20/2024 | KWB Wealth | 5,480 | $329K | 0.0% | -25.9% | 0.164% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 48,286 | $2.90M | 0.0% | -15.4% | 1.441% | |
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3/5/2024 | Slagle Financial LLC | 9,220 | $558K | 0.1% | +100.0% | 0.236% | |
3/1/2024 | Pineridge Advisors LLC | 1,618 | $98K | 0.0% | N/A | 0.041% | |
2/14/2024 | Mmbg Investment Advisors CO. | 7,375 | $446K | 0.1% | N/A | 0.189% | |
2/14/2024 | Prudential PLC | 18,338 | $1.11M | 0.0% | +88.9% | 0.470% | |
2/9/2024 | Tidemark LLC | 723 | $44K | 0.0% | N/A | 0.019% | |
2/9/2024 | Assetmark Inc. | 43,633 | $2.64M | 0.0% | -2.2% | 1.119% | |
2/9/2024 | Corient Private Wealth LLC | 76,133 | $4.60M | 0.0% | -13.0% | 1.952% | |
2/8/2024 | Foundations Investment Advisors LLC | 5,975 | $354K | 0.0% | -29.6% | 0.153% | |
2/7/2024 | Avantax Advisory Services Inc. | 11,020 | $666K | 0.0% | -3.5% | 0.283% | |
2/6/2024 | Private Advisor Group LLC | 7,999 | $484K | 0.0% | -4.9% | 0.205% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 3,115 | $188K | 0.0% | -12.9% | 0.080% | |
2/5/2024 | Vantage Financial Partners LLC | 9,366 | $566K | 0.2% | N/A | 0.240% | |
2/2/2024 | Truist Financial Corp | 13,227 | $800K | 0.0% | +25.5% | 0.339% | |
1/29/2024 | Simplicity Wealth LLC | 3,531 | $214K | 0.1% | N/A | 0.091% | |
1/29/2024 | ORG Partners LLC | 5,672 | $343K | 0.1% | +1,034.4% | 0.145% | |
1/26/2024 | B.O.S.S. Retirement Advisors LLC | 26,043 | $1.58M | 0.3% | +10.3% | 0.668% | |
1/23/2024 | WealthShield Partners LLC | 15,328 | $927K | 0.2% | +2.1% | 0.393% | |
1/18/2024 | Altfest L J & Co. Inc. | 4,459 | $270K | 0.0% | N/A | 0.114% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 9,132 | $552K | 0.0% | -32.3% | 0.234% | |
1/11/2024 | KWB Wealth | 7,393 | $447K | 0.1% | -5.9% | 0.190% | |
1/8/2024 | B.O.S.S. Retirement Advisors LLC | 23,136 | $1.40M | 0.3% | -2.0% | 0.593% | |
1/8/2024 | Baldwin Brothers LLC MA | 741 | $45K | 0.0% | N/A | 0.019% | |
11/13/2023 | LPL Financial LLC | 84,819 | $4.63M | 0.0% | +15.6% | 2.175% | |
11/13/2023 | Prudential PLC | 9,708 | $530K | 0.0% | +159.4% | 0.249% | |
11/13/2023 | PNC Financial Services Group Inc. | 481 | $26K | 0.0% | -36.7% | 0.012% | |
11/8/2023 | Avantax Advisory Services Inc. | 11,420 | $623K | 0.0% | -1.7% | 0.293% | |
11/3/2023 | ORG Partners LLC | 500 | $27K | 0.0% | -87.8% | 0.013% | |
11/3/2023 | Private Advisor Group LLC | 8,415 | $459K | 0.0% | -15.7% | 0.216% | |
10/27/2023 | Assetmark Inc. | 44,592 | $2.43M | 0.0% | -1.6% | 1.143% | |
10/25/2023 | BluePath Capital Management LLC | 830 | $45K | 0.0% | N/A | 0.021% | |
10/25/2023 | WealthShield Partners LLC | 15,016 | $820K | 0.1% | +3.6% | 0.385% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 13,480 | $736K | 0.0% | -11.4% | 0.346% | |
10/24/2023 | Crescent Sterling Ltd. | 9,117 | $498K | 0.5% | -11.6% | 0.234% | |
10/17/2023 | B.O.S.S. Retirement Advisors LLC | 23,609 | $1.29M | 0.3% | +8.9% | 0.605% | |
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10/11/2023 | AE Wealth Management LLC | 441,528 | $24.10M | 0.1% | +1.3% | 11.321% | |
10/11/2023 | KWB Wealth | 7,859 | $451K | 0.1% | -5.2% | 0.202% | |
10/5/2023 | Foundations Investment Advisors LLC | 8,487 | $463K | 0.0% | +16.3% | 0.218% | |
8/17/2023 | Imprint Wealth LLC | 23,021 | $2.30M | 0.1% | N/A | 0.590% | |
8/10/2023 | Private Advisor Group LLC | 9,982 | $573K | 0.0% | -5.4% | 0.256% | |
8/4/2023 | Envestnet Asset Management Inc. | 21,500 | $1.23M | 0.0% | -13.8% | 0.551% | |
8/3/2023 | CWM LLC | 965 | $55K | 0.0% | +2,657.1% | 0.025% | |
8/3/2023 | WealthShield Partners LLC | 14,490 | $832K | 0.1% | +14.5% | 0.372% | |
8/3/2023 | Crescent Sterling Ltd. | 10,309 | $592K | 0.6% | -2.4% | 0.264% | |
8/1/2023 | Truist Financial Corp | 9,629 | $553K | 0.0% | +5.9% | 0.236% | |
7/31/2023 | LPL Financial LLC | 73,380 | $4.21M | 0.0% | -12.2% | 1.799% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 15,206 | $873K | 0.0% | +7.3% | 0.373% | |
7/24/2023 | KWB Wealth | 8,294 | $476K | 0.1% | +27.5% | 0.203% | |
7/21/2023 | Creative Planning | 8,100 | $465K | 0.0% | N/A | 0.199% | |
7/21/2023 | Intercontinental Wealth Advisors LLC | 88,400 | $5.08M | 1.2% | +0.6% | 2.167% | |
7/20/2023 | Authentikos Wealth Advisory LLC | 8,856 | $508K | 0.5% | -9.1% | 0.217% | |
7/20/2023 | Csenge Advisory Group | 4,174 | $240K | 0.0% | N/A | 0.102% | |
7/19/2023 | Foundations Investment Advisors LLC | 7,296 | $419K | 0.0% | +89.0% | 0.179% | |
7/19/2023 | Golden State Equity Partners | 4,850 | $278K | 0.1% | N/A | 0.119% | |
7/11/2023 | LifePro Asset Management | 3,820 | $219K | 0.2% | -6.2% | 0.094% | |
7/10/2023 | B.O.S.S. Retirement Advisors LLC | 21,675 | $1.24M | 0.3% | +11.9% | 0.531% | |
7/10/2023 | AE Wealth Management LLC | 436,021 | $25.03M | 0.2% | +2.5% | 10.687% | |
5/12/2023 | Retirement Group LLC | 1,015 | $60K | 0.0% | -15.6% | 0.025% | |
5/12/2023 | NewEdge Advisors LLC | 26,686 | $1.58M | 0.0% | +128.4% | 0.664% | |
5/11/2023 | Cerity Partners LLC | 6,570 | $387K | 0.0% | N/A | 0.163% | |
5/10/2023 | Private Advisor Group LLC | 10,548 | $622K | 0.0% | N/A | 0.262% | |
5/10/2023 | LPL Financial LLC | 83,606 | $4.93M | 0.0% | +21.9% | 2.080% | |
5/5/2023 | Truist Financial Corp | 9,095 | $536K | 0.0% | +34.8% | 0.226% | |
5/4/2023 | Intercontinental Wealth Advisors LLC | 87,878 | $5.18M | 1.3% | +0.5% | 2.186% | |
4/28/2023 | Avantax Advisory Services Inc. | 11,620 | $685K | 0.0% | -17.3% | 0.289% | |
4/27/2023 | Simplicity Wealth LLC | 3,637 | $214K | 0.1% | -34.6% | 0.090% | |
4/21/2023 | Crescent Sterling Ltd. | 10,560 | $623K | 0.6% | +3.9% | 0.263% | |
4/21/2023 | Private Ocean LLC | 441 | $26K | 0.0% | N/A | 0.011% | |
4/17/2023 | GPS Wealth Strategies Group LLC | 587 | $35K | 0.0% | N/A | 0.014% | |
4/17/2023 | B.O.S.S. Retirement Advisors LLC | 19,369 | $1.14M | 0.3% | +9.4% | 0.470% | |
4/14/2023 | AE Wealth Management LLC | 425,402 | $25.08M | 0.2% | +3.7% | 10.325% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 14,169 | $835K | 0.0% | +311.2% | 0.344% | |
4/14/2023 | Raymond James & Associates | 14,900 | $879K | 0.0% | -7.5% | 0.362% | |
4/7/2023 | KWB Wealth | 6,504 | $382K | 0.1% | +73.3% | 0.158% | |
4/4/2023 | Authentikos Wealth Advisory LLC | 9,738 | $572K | 0.6% | N/A | 0.236% | |
3/6/2023 | OLD Mission Capital LLC | 5,786 | $340K | 0.0% | -15.7% | 0.140% | |
2/14/2023 | Quantitative Advantage LLC | 21,717 | $1.28M | 0.2% | +42.7% | 0.527% | |
2/10/2023 | Assetmark Inc. | 29,439 | $1.73M | 0.0% | +0.9% | 0.715% | |
2/10/2023 | KWB Wealth | 3,753 | $220K | 0.0% | N/A | 0.091% | |
2/7/2023 | Nations Financial Group Inc. IA ADV | 8,687 | $510K | 0.1% | N/A | 0.211% | |
2/7/2023 | Commonwealth Equity Services LLC | 4,923 | $288K | 0.0% | +17.2% | 0.119% | |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 3,095 | $182K | 0.0% | -39.3% | 0.075% | |
2/7/2023 | LPL Financial LLC | 68,604 | $4.03M | 0.0% | +29.2% | 1.665% | |
2/7/2023 | Envestnet Asset Management Inc. | 22,221 | $1.30M | 0.0% | +1.3% | 0.539% | |
2/7/2023 | B.O.S.S. Retirement Advisors LLC | 17,701 | $1.04M | 0.3% | N/A | 0.430% | |
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2/6/2023 | Bogart Wealth LLC | 2,215 | $130K | 0.0% | -29.6% | 0.054% | |
1/31/2023 | AE Wealth Management LLC | 410,211 | $24.08M | 0.2% | +6.0% | 9.957% | |
1/20/2023 | Crescent Sterling Ltd. | 10,163 | $596K | 0.6% | N/A | 0.247% | |
1/18/2023 | Private Advisor Group LLC | 10,406 | $611K | 0.0% | +7.9% | 0.253% | |
1/13/2023 | Flagship Harbor Advisors LLC | 7,657 | $449K | 0.0% | N/A | 0.186% | |
1/11/2023 | Foundations Investment Advisors LLC | 3,986 | $234K | 0.0% | N/A | 0.097% | |
11/14/2022 | OLD Mission Capital LLC | 6,864 | $366K | 0.0% | N/A | 0.172% | |
11/14/2022 | Prudential PLC | 9,180 | $490K | 0.0% | -3.8% | 0.231% | |
11/14/2022 | Quantitative Advantage LLC | 15,219 | $812K | 0.1% | +39.8% | 0.382% | |
11/9/2022 | Freestone Capital Holdings LLC | 8,383 | $447K | 0.0% | -10.3% | 0.211% | |