4/25/2024 | Cambridge Investment Research Advisors Inc. | 67,261 | $2.73M | 0.0% | -3.6% | 1.818% | |
4/24/2024 | Krilogy Financial LLC | 43,620 | $1.77M | 0.1% | -27.7% | 1.179% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 5,493 | $223K | 0.0% | -45.6% | 0.148% | |
4/22/2024 | Outlook Wealth Advisors LLC | 11,260 | $457K | 0.1% | -11.3% | 0.304% | |
4/19/2024 | KFG Wealth Management LLC | 11,715 | $476K | 0.2% | -30.6% | 0.317% | |
4/17/2024 | CRA Financial Services LLC | 13,100 | $532K | 0.1% | -7.1% | 0.354% | |
|
4/16/2024 | Kathmere Capital Management LLC | 6,142 | $249K | 0.0% | -19.5% | 0.166% | |
4/15/2024 | Sunbelt Securities Inc. | 2,979 | $121K | 0.0% | -55.4% | 0.099% | |
4/15/2024 | Brookstone Capital Management | 235,504 | $9.56M | 0.2% | +16.2% | 7.850% | |
4/11/2024 | RFG Advisory LLC | 16,241 | $659K | 0.0% | +85.8% | 0.541% | |
4/10/2024 | BCS Wealth Management | 28,543 | $1.16M | 0.4% | -3.6% | 0.951% | |
2/16/2024 | Wealthquest Corp | 205,186 | $7.85M | 0.9% | -16.5% | 6.840% | |
2/16/2024 | PCA Investment Advisory Services Inc. | 17,618 | $674K | 0.4% | +45.5% | 0.587% | |
2/16/2024 | Optimist Retirement Group LLC | 5,554 | $212K | 0.1% | N/A | 0.185% | |
2/14/2024 | Personal CFO Solutions LLC | 12,366 | $473K | 0.1% | N/A | 0.412% | |
2/12/2024 | Focus Financial Network Inc. ADV | 8,872 | $339K | 0.0% | N/A | 0.296% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 10,100 | $386K | 0.0% | +4.2% | 0.337% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 69,788 | $2.67M | 0.0% | +14.1% | 2.326% | |
2/8/2024 | Foundations Investment Advisors LLC | 15,885 | $622K | 0.0% | -11.8% | 0.530% | |
2/8/2024 | Janney Montgomery Scott LLC | 34,926 | $1.34M | 0.0% | +6.4% | 1.164% | |
2/7/2024 | Principal Securities Inc. | 4,614 | $176K | 0.0% | N/A | 0.154% | |
2/6/2024 | Valtinson Bruner Financial Planning LLC | 14,434 | $552K | 0.3% | +3.4% | 0.481% | |
2/6/2024 | Lincoln National Corp | 55,391 | $2.12M | 0.0% | +45.5% | 1.846% | |
2/6/2024 | SRS Capital Advisors Inc. | 12,436 | $476K | 0.1% | -3.4% | 0.415% | |
2/5/2024 | Vantage Financial Partners LLC | 30,893 | $1.18M | 0.3% | +11.5% | 1.030% | |
2/1/2024 | Capital Investment Advisory Services LLC | 700 | $27K | 0.0% | N/A | 0.023% | |
2/1/2024 | Sigma Planning Corp | 9,498 | $363K | 0.0% | -29.8% | 0.317% | |
2/1/2024 | CRA Financial Services LLC | 14,100 | $539K | 0.1% | -15.1% | 0.470% | |
1/31/2024 | KFG Wealth Management LLC | 16,883 | $646K | 0.3% | -2.7% | 0.563% | |
1/30/2024 | Capital Analysts LLC | 2,808 | $107K | 0.0% | +16.9% | 0.094% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 17,188 | $657K | 0.3% | +27.8% | 0.573% | |
1/29/2024 | Outlook Wealth Advisors LLC | 12,701 | $486K | 0.2% | +77.6% | 0.423% | |
1/26/2024 | Cerity Partners LLC | 40,726 | $1.56M | 0.0% | N/A | 1.358% | |
1/26/2024 | Krilogy Financial LLC | 60,370 | $2.31M | 0.2% | -1.7% | 2.012% | |
1/25/2024 | RFG Advisory LLC | 8,741 | $334K | 0.0% | +13.1% | 0.291% | |
1/24/2024 | Stratos Wealth Partners LTD. | 8,490 | $325K | 0.0% | N/A | 0.283% | |
1/23/2024 | Milestone Asset Management LLC | 17,558 | $672K | 0.2% | -10.8% | 0.585% | |
1/23/2024 | Beacon Financial Advisory LLC | 15,297 | $585K | 0.3% | N/A | 0.510% | |
1/23/2024 | My Personal CFO LLC | 69,680 | $2.67M | 1.7% | +32.4% | 2.323% | |
1/22/2024 | Weaver Consulting Group | 6,234 | $238K | 0.1% | -5.3% | 0.208% | |
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1/19/2024 | AdvisorNet Financial Inc | 1,867 | $71K | 0.0% | -39.1% | 0.062% | |
1/18/2024 | John W. Brooker & Co. CPAs | 7,950 | $304K | 0.2% | N/A | 0.265% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 17,740 | $679K | 0.0% | +53.1% | 0.591% | |
1/16/2024 | CoreCap Advisors LLC | 19,429 | $743K | 0.0% | +15.3% | 0.648% | |
1/12/2024 | Mutual Advisors LLC | 46,290 | $1.77M | 0.1% | N/A | 1.543% | |
1/12/2024 | Lantz Financial LLC | 7,882 | $301K | 0.1% | +3.5% | 0.263% | |
1/12/2024 | Bellwether Advisors LLC | 25,017 | $957K | 0.2% | -50.1% | 0.834% | |
1/11/2024 | Brookstone Capital Management | 202,648 | $7.75M | 0.2% | N/A | 6.755% | |
1/11/2024 | BCS Wealth Management | 29,621 | $1.13M | 0.4% | +39.0% | 0.987% | |
1/10/2024 | Sugarloaf Wealth Management LLC | 673 | $26K | 0.0% | N/A | 0.022% | |
1/8/2024 | Fragasso Group Inc. | 10,805 | $413K | 0.0% | +20.0% | 0.360% | |
11/16/2023 | Orion Capital Management LLC | 5,000 | $175K | 0.1% | N/A | 0.167% | |
11/16/2023 | Penserra Capital Management LLC | 133,869 | $4.68M | 0.1% | +43.5% | 4.462% | |
11/14/2023 | Share Andrew L. | 7,500 | $262K | 0.1% | N/A | 0.250% | |
11/14/2023 | Milestone Asset Management LLC | 19,687 | $689K | 0.2% | -11.7% | 0.656% | |
11/13/2023 | Kestra Advisory Services LLC | 8,931 | $312K | 0.0% | -56.1% | 0.298% | |
11/8/2023 | HighTower Advisors LLC | 127,158 | $4.44M | 0.0% | +13.8% | 4.239% | |
11/8/2023 | Janney Montgomery Scott LLC | 32,821 | $1.15M | 0.0% | -12.4% | 1.094% | |
11/6/2023 | Sigma Planning Corp | 13,524 | $473K | 0.0% | -4.5% | 0.451% | |
11/6/2023 | My Personal CFO LLC | 52,640 | $1.84M | 1.5% | -5.4% | 1.755% | |
11/6/2023 | Lincoln National Corp | 38,071 | $1.33M | 0.0% | -2.6% | 1.269% | |
11/2/2023 | Vantage Financial Partners LLC | 27,718 | $969K | 0.4% | -5.4% | 0.924% | |
11/1/2023 | Krilogy Financial LLC | 61,420 | $2.15M | 0.2% | -22.2% | 2.047% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 11,590 | $405K | 0.0% | N/A | 0.386% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 61,159 | $2.14M | 0.0% | -9.6% | 2.039% | |
10/23/2023 | Commonwealth Equity Services LLC | 143,017 | $5.00M | 0.0% | -15.1% | 4.767% | |
10/17/2023 | KFG Wealth Management LLC | 17,356 | $607K | 0.3% | -25.8% | 0.579% | |
10/13/2023 | CRA Financial Services LLC | 16,610 | $581K | 0.2% | -27.6% | 0.554% | |
10/12/2023 | IFP Advisors Inc | 3,245 | $113K | 0.0% | -17.7% | 0.108% | |
10/12/2023 | BCS Wealth Management | 21,312 | $745K | 0.3% | -11.7% | 0.710% | |
10/11/2023 | AE Wealth Management LLC | 25,773 | $901K | 0.0% | +4.2% | 0.859% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 13,451 | $470K | 0.2% | -4.0% | 0.448% | |
10/10/2023 | Outlook Wealth Advisors LLC | 7,151 | $250K | 0.1% | -17.1% | 0.238% | |
10/5/2023 | Foundations Investment Advisors LLC | 18,020 | $630K | 0.0% | N/A | 0.601% | |
8/11/2023 | Kestra Advisory Services LLC | 20,340 | $737K | 0.0% | -4.3% | 0.678% | |
8/11/2023 | Penserra Capital Management LLC | 93,261 | $3.38M | 0.1% | +5.7% | 3.109% | |
8/10/2023 | Osaic Holdings Inc. | 115,585 | $4.19M | 0.0% | -16.7% | 3.853% | |
8/10/2023 | Integral Investment Advisors Inc. | 23,543 | $853K | 0.6% | -4.7% | 0.785% | |
8/10/2023 | Commonwealth Equity Services LLC | 168,373 | $6.10M | 0.0% | +0.6% | 5.612% | |
8/10/2023 | Cetera Advisors LLC | 70,289 | $2.55M | 0.0% | -3.5% | 2.343% | |
8/10/2023 | Cetera Advisor Networks LLC | 43,312 | $1.57M | 0.0% | -2.3% | 1.444% | |
8/9/2023 | Souders Financial Advisors | 7,525 | $273K | 0.1% | -8.7% | 0.251% | |
8/8/2023 | Vantage Financial Partners LLC | 29,286 | $1.06M | 0.4% | -1.9% | 0.976% | |
8/8/2023 | Blue Bell Private Wealth Management LLC | 2,088 | $76K | 0.0% | -59.4% | 0.070% | |
8/4/2023 | Envestnet Asset Management Inc. | 34,128 | $1.24M | 0.0% | +25.6% | 1.138% | |
8/4/2023 | IFP Advisors Inc | 3,945 | $104K | 0.0% | -8.1% | 0.123% | |
8/3/2023 | Larson Financial Group LLC | 3,744 | $136K | 0.0% | -17.1% | 0.116% | |
8/3/2023 | Thoroughbred Financial Services LLC | 23,861 | $864K | 0.1% | +19.5% | 0.741% | |
8/3/2023 | RFG Advisory LLC | 7,734 | $280K | 0.0% | N/A | 0.240% | |
8/2/2023 | Sigma Planning Corp | 14,168 | $513K | 0.0% | -15.9% | 0.440% | |
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7/26/2023 | Janney Montgomery Scott LLC | 37,456 | $1.36M | 0.0% | -3.0% | 1.163% | |
7/19/2023 | Krilogy Financial LLC | 78,995 | $2.86M | 0.3% | -38.1% | 2.453% | |
7/19/2023 | BCS Wealth Management | 24,134 | $874K | 0.6% | -6.4% | 0.750% | |
7/18/2023 | KFG Wealth Management LLC | 23,406 | $848K | 0.5% | +83.6% | 0.727% | |
7/14/2023 | Ronald Blue Trust Inc. | 42,891 | $1.45M | 0.0% | N/A | 1.332% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 67,644 | $2.45M | 0.0% | -6.0% | 2.101% | |
7/12/2023 | Lantz Financial LLC | 7,637 | $277K | 0.1% | -5.0% | 0.237% | |
7/11/2023 | CRA Financial Services LLC | 22,950 | $831K | 0.2% | -3.8% | 0.713% | |
7/10/2023 | Fragasso Group Inc. | 9,004 | $326K | 0.0% | +5.3% | 0.280% | |
5/12/2023 | HighTower Advisors LLC | 113,757 | $3.85M | 0.0% | +11.4% | 3.533% | |