5/9/2024 | Souders Financial Advisors | 5,857 | $235K | 0.0% | N/A | 0.101% | |
5/1/2024 | Janney Montgomery Scott LLC | 26,937 | $1.08M | 0.0% | -64.7% | 0.492% | |
4/30/2024 | Valtinson Bruner Financial Planning LLC | 100,500 | $4.02M | 1.7% | -2.8% | 1.834% | |
4/29/2024 | Commonwealth Equity Services LLC | 384,966 | $15.41M | 0.0% | +13.4% | 7.025% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 56,064 | $2.25M | 0.0% | +5.3% | 1.023% | |
4/23/2024 | Strategic Blueprint LLC | 32,947 | $1.32M | 0.1% | +37.1% | 0.601% | |
|
4/16/2024 | Maltin Wealth Management Inc. | 51,899 | $2.08M | 1.2% | -5.8% | 1.121% | |
4/15/2024 | Brookstone Capital Management | 8,168 | $327K | 0.0% | +11.6% | 0.176% | |
4/15/2024 | Sunbelt Securities Inc. | 46,530 | $1.86M | 0.2% | -7.0% | 1.005% | |
4/12/2024 | Keystone Wealth Services LLC | 5,269 | $211K | 0.1% | N/A | 0.114% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 19,390 | $776K | 0.3% | -37.8% | 0.419% | |
4/11/2024 | RFG Advisory LLC | 12,564 | $503K | 0.0% | N/A | 0.271% | |
4/10/2024 | BCS Wealth Management | 6,046 | $242K | 0.1% | -56.8% | 0.131% | |
2/26/2024 | Centaurus Financial Inc. | 34,303 | $1.31M | 0.1% | -5.1% | 0.741% | |
2/16/2024 | Wealthquest Corp | 13,888 | $531K | 0.1% | -8.7% | 0.300% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 53,239 | $2.03M | 0.0% | -13.6% | 1.150% | |
2/8/2024 | Beacon Pointe Advisors LLC | 12,268 | $469K | 0.0% | -14.5% | 0.265% | |
2/8/2024 | Janney Montgomery Scott LLC | 76,216 | $2.91M | 0.0% | -5.1% | 1.646% | |
2/7/2024 | Integrity Financial Corp WA | 3,922 | $150K | 0.1% | -16.1% | 0.085% | |
2/7/2024 | Principal Securities Inc. | 4,502 | $172K | 0.0% | N/A | 0.097% | |
2/6/2024 | Valtinson Bruner Financial Planning LLC | 103,421 | $3.95M | 2.0% | -1.7% | 2.234% | |
2/6/2024 | Lincoln National Corp | 61,749 | $2.36M | 0.0% | +0.7% | 1.334% | |
2/6/2024 | SRS Capital Advisors Inc. | 11,347 | $434K | 0.0% | -4.7% | 0.245% | |
2/1/2024 | Sigma Planning Corp | 7,741 | $296K | 0.0% | -39.9% | 0.167% | |
1/31/2024 | Integral Investment Advisors Inc. | 230,846 | $8.82M | 5.6% | +0.5% | 4.986% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 31,196 | $1.19M | 0.6% | -3.2% | 0.674% | |
1/26/2024 | Sequoia Financial Advisors LLC | 8,713 | $333K | 0.0% | -46.3% | 0.188% | |
1/25/2024 | Strategic Blueprint LLC | 24,032 | $918K | 0.1% | -43.4% | 0.519% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 50,147 | $1.92M | 0.5% | -3.1% | 1.083% | |
1/18/2024 | Maltin Wealth Management Inc. | 55,083 | $2.11M | 1.3% | -2.3% | 1.190% | |
1/16/2024 | Raymond James & Associates | 26,210 | $1.00M | 0.0% | -11.4% | 0.566% | |
1/16/2024 | CoreCap Advisors LLC | 13,173 | $503K | 0.0% | +6.0% | 0.285% | |
1/12/2024 | Lantz Financial LLC | 5,308 | $203K | 0.1% | N/A | 0.115% | |
1/12/2024 | Bellwether Advisors LLC | 13,672 | $522K | 0.1% | -49.9% | 0.295% | |
1/11/2024 | BCS Wealth Management | 13,986 | $534K | 0.2% | -23.5% | 0.302% | |
12/6/2023 | VisionPoint Advisory Group LLC | 1,797 | $63K | 0.0% | N/A | 0.039% | |
11/16/2023 | Orion Capital Management LLC | 5,124 | $179K | 0.1% | N/A | 0.111% | |
11/16/2023 | Penserra Capital Management LLC | 135,115 | $4.72M | 0.1% | +43.5% | 2.918% | |
11/13/2023 | LPL Financial LLC | 100,659 | $3.52M | 0.0% | -1.0% | 2.174% | |
11/13/2023 | Envestnet Asset Management Inc. | 97,745 | $3.42M | 0.0% | -48.8% | 2.111% | |
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11/13/2023 | Kestra Advisory Services LLC | 24,474 | $856K | 0.0% | -2.5% | 0.529% | |
11/8/2023 | HighTower Advisors LLC | 184,606 | $6.45M | 0.0% | +4.8% | 3.987% | |
11/8/2023 | Janney Montgomery Scott LLC | 80,292 | $2.81M | 0.0% | -11.7% | 1.734% | |
11/6/2023 | Sigma Planning Corp | 12,871 | $450K | 0.0% | -10.8% | 0.278% | |
11/6/2023 | Lincoln National Corp | 61,299 | $2.14M | 0.0% | +21.1% | 1.324% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 51,735 | $1.81M | 0.5% | +46.6% | 1.117% | |
10/30/2023 | Bellwether Advisors LLC | 27,267 | $954K | 0.3% | +11.8% | 0.589% | |
10/25/2023 | Beacon Financial Advisory LLC | 7,135 | $250K | 0.1% | -13.4% | 0.154% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 7,390 | $258K | 0.0% | -9.0% | 0.160% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 61,649 | $2.16M | 0.0% | -3.8% | 1.332% | |
10/23/2023 | Commonwealth Equity Services LLC | 329,889 | $11.54M | 0.0% | +0.2% | 7.125% | |
10/18/2023 | Strategic Blueprint LLC | 42,455 | $1.49M | 0.1% | -2.7% | 0.917% | |
10/13/2023 | RiverTree Advisors LLC | 214,302 | $7.49M | 5.6% | -1.1% | 4.629% | |
10/12/2023 | WPWealth LLP | 14,100 | $493K | 0.2% | -22.2% | 0.305% | |
10/12/2023 | BCS Wealth Management | 18,283 | $639K | 0.3% | -5.8% | 0.395% | |
10/11/2023 | AE Wealth Management LLC | 8,557 | $299K | 0.0% | +41.2% | 0.185% | |
10/11/2023 | Maltin Wealth Management Inc. | 56,364 | $1.97M | 1.3% | -0.9% | 1.217% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 32,211 | $1.13M | 0.5% | -3.2% | 0.696% | |
10/5/2023 | Integral Investment Advisors Inc. | 229,737 | $8.03M | 5.6% | -0.3% | 4.962% | |
8/11/2023 | SageView Advisory Group LLC | 17,969 | $643K | 0.0% | N/A | 0.388% | |
8/11/2023 | Kestra Advisory Services LLC | 25,094 | $898K | 0.0% | +67.8% | 0.542% | |
8/11/2023 | Penserra Capital Management LLC | 94,129 | $3.37M | 0.1% | +4.7% | 2.033% | |
8/10/2023 | Osaic Holdings Inc. | 145,414 | $5.20M | 0.0% | -7.0% | 3.141% | |
8/10/2023 | Integral Investment Advisors Inc. | 230,395 | $8.25M | 5.5% | +18.9% | 4.976% | |
8/10/2023 | Commonwealth Equity Services LLC | 329,128 | $11.78M | 0.0% | +1.2% | 7.109% | |
8/10/2023 | Cetera Advisors LLC | 28,321 | $1.01M | 0.0% | +126.7% | 0.612% | |
8/10/2023 | Cetera Advisor Networks LLC | 27,122 | $971K | 0.0% | +44.3% | 0.586% | |
8/10/2023 | Financial Architects Inc | 7,427 | $266K | 0.0% | N/A | 0.160% | |
8/10/2023 | Cetera Investment Advisers | 6,987 | $250K | 0.0% | N/A | 0.151% | |
8/9/2023 | Spire Wealth Management | 28,401 | $1.02M | 0.0% | +208.7% | 0.613% | |
8/8/2023 | RiverTree Advisors LLC | 216,795 | $7.76M | 5.6% | N/A | 4.682% | |
8/8/2023 | Vantage Financial Partners LLC | 5,795 | $207K | 0.1% | N/A | 0.125% | |
8/8/2023 | Blue Bell Private Wealth Management LLC | 35,291 | $1.26M | 0.3% | +14.2% | 0.762% | |
8/7/2023 | XML Financial LLC | 16,382 | $586K | 0.1% | -23.6% | 0.354% | |
8/7/2023 | Steward Financial Group LLC | 10,721 | $383K | 0.1% | N/A | 0.232% | |
8/4/2023 | Envestnet Asset Management Inc. | 190,773 | $6.83M | 0.0% | +6.6% | 4.120% | |
8/4/2023 | Bellwether Advisors LLC | 24,387 | $873K | 0.3% | -15.0% | 0.527% | |
8/3/2023 | Maltin Wealth Management Inc. | 56,864 | $2.04M | 0.4% | +0.5% | 1.172% | |
8/2/2023 | Sigma Planning Corp | 14,425 | $516K | 0.0% | +128.9% | 0.297% | |
7/31/2023 | LPL Financial LLC | 101,687 | $3.64M | 0.0% | -0.9% | 2.097% | |
7/28/2023 | DHJJ Financial Advisors Ltd. | 33,276 | $1.19M | 0.6% | +3.3% | 0.686% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 5,925 | $212K | 0.0% | N/A | 0.122% | |
7/26/2023 | Janney Montgomery Scott LLC | 90,938 | $3.26M | 0.0% | -2.9% | 1.875% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 8,119 | $291K | 0.0% | N/A | 0.167% | |
7/25/2023 | Raymond James & Associates | 29,800 | $1.07M | 0.0% | +21.5% | 0.614% | |
7/24/2023 | Diligent Investors LLC | 5,748 | $206K | 0.1% | N/A | 0.119% | |
7/19/2023 | BCS Wealth Management | 19,401 | $694K | 0.5% | -9.3% | 0.400% | |
7/17/2023 | Beacon Financial Advisory LLC | 8,235 | $295K | 0.2% | +27.7% | 0.170% | |
7/14/2023 | Ronald Blue Trust Inc. | 1,474 | $49K | 0.0% | N/A | 0.030% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 64,058 | $2.29M | 0.0% | +0.5% | 1.321% | |
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7/13/2023 | My Personal CFO LLC | 59,400 | $2.13M | 1.7% | +4.4% | 1.225% | |
7/11/2023 | CRA Financial Services LLC | 6,023 | $216K | 0.1% | N/A | 0.124% | |
7/11/2023 | Brookstone Capital Management | 203,403 | $7.22M | 0.1% | +8.0% | 4.194% | |
7/10/2023 | AE Wealth Management LLC | 6,059 | $217K | 0.0% | N/A | 0.125% | |
7/10/2023 | Fragasso Group Inc. | 6,053 | $217K | 0.0% | N/A | 0.125% | |
5/15/2023 | Beck Capital Management LLC | 10,645 | $357K | 0.2% | -24.5% | 0.219% | |
5/12/2023 | WPWealth LLP | 18,119 | $608K | 0.3% | N/A | 0.374% | |
5/12/2023 | Berkshire Money Management Inc. | 21,604 | $725K | 0.1% | -5.6% | 0.445% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 63,747 | $2.14M | 0.0% | +2.8% | 1.314% | |
5/11/2023 | Commonwealth Equity Services LLC | 325,110 | $10.91M | 0.0% | +61.2% | 6.703% | |