5/2/2024 | Vantage Financial Partners LLC | 11,951 | $520K | 0.1% | +44.7% | 0.198% | |
5/2/2024 | Crown Wealth Group LLC | 322,745 | $14.05M | 7.2% | +9.4% | 5.352% | |
5/1/2024 | Janney Montgomery Scott LLC | 105,418 | $4.59M | 0.0% | +0.4% | 1.748% | |
4/30/2024 | Valtinson Bruner Financial Planning LLC | 11,025 | $480K | 0.2% | -12.6% | 0.183% | |
4/29/2024 | Commonwealth Equity Services LLC | 485,853 | $21.15M | 0.0% | +10.9% | 8.057% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 44,304 | $1.93M | 0.0% | +36.7% | 0.735% | |
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4/24/2024 | Pinnacle Wealth Management Group Inc. | 11,850 | $516K | 0.4% | -7.8% | 0.197% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 28,892 | $1.26M | 0.3% | +1.6% | 0.479% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 12,737 | $555K | 0.0% | +24.2% | 0.211% | |
4/23/2024 | Sugarloaf Wealth Management LLC | 3,500 | $152K | 0.0% | -18.6% | 0.058% | |
4/23/2024 | Strategic Blueprint LLC | 40,753 | $1.77M | 0.1% | +10.2% | 0.676% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 63,916 | $2.78M | 0.0% | +46.5% | 1.060% | |
4/19/2024 | KFG Wealth Management LLC | 4,703 | $205K | 0.1% | N/A | 0.078% | |
4/16/2024 | Kathmere Capital Management LLC | 22,477 | $979K | 0.1% | -6.4% | 0.373% | |
4/16/2024 | Maltin Wealth Management Inc. | 85,686 | $3.73M | 2.1% | +12.9% | 2.040% | |
4/15/2024 | Brookstone Capital Management | 216,195 | $9.41M | 0.2% | N/A | 5.148% | |
4/11/2024 | RFG Advisory LLC | 40,689 | $1.77M | 0.1% | +384.9% | 0.969% | |
4/10/2024 | Marcum Wealth LLC | 147,814 | $6.44M | 0.7% | +2,176.5% | 3.519% | |
4/10/2024 | BCS Wealth Management | 8,408 | $366K | 0.1% | N/A | 0.200% | |
4/10/2024 | Lantz Financial LLC | 21,198 | $923K | 0.3% | +2.7% | 0.505% | |
3/6/2024 | SageView Advisory Group LLC | 123,546 | $5.05M | 0.2% | N/A | 2.942% | |
2/16/2024 | SageView Advisory Group LLC | 123,546 | $5.05M | 0.2% | N/A | 2.942% | |
2/16/2024 | Wealthquest Corp | 11,914 | $487K | 0.1% | -10.8% | 0.284% | |
2/16/2024 | PCA Investment Advisory Services Inc. | 4,928 | $201K | 0.1% | N/A | 0.117% | |
2/14/2024 | Waterloo Capital L.P. | 5,350 | $219K | 0.0% | N/A | 0.127% | |
2/12/2024 | Schulz Wealth LTD. | 31,710 | $1.30M | 1.2% | N/A | 0.755% | |
2/12/2024 | Focus Financial Network Inc. ADV | 8,974 | $367K | 0.0% | N/A | 0.214% | |
2/9/2024 | SageView Advisory Group LLC | 123,546 | $5.05M | 0.2% | N/A | 2.942% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 32,420 | $1.33M | 0.0% | -6.9% | 0.772% | |
2/8/2024 | Bedel Financial Consulting Inc. | 7,904 | $323K | 0.1% | -19.1% | 0.188% | |
2/7/2024 | Collaborative Wealth Managment Inc. | 21,234 | $868K | 0.5% | -3.2% | 0.506% | |
2/7/2024 | Principal Securities Inc. | 884 | $36K | 0.0% | N/A | 0.021% | |
2/6/2024 | Lincoln National Corp | 18,041 | $737K | 0.0% | +112.3% | 0.430% | |
2/6/2024 | Spire Wealth Management | 5,208 | $215K | 0.0% | +42.7% | 0.124% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 121,238 | $4.95M | 0.2% | +102.6% | 2.887% | |
2/2/2024 | Truist Financial Corp | 38,457 | $1.57M | 0.0% | -7.6% | 0.916% | |
2/1/2024 | Sigma Planning Corp | 5,850 | $239K | 0.0% | -21.5% | 0.139% | |
2/1/2024 | CRA Financial Services LLC | 13,659 | $558K | 0.1% | -4.5% | 0.325% | |
1/31/2024 | Opes Wealth Management LLC | 58,545 | $2.39M | 0.6% | +0.8% | 1.394% | |
1/31/2024 | Integral Investment Advisors Inc. | 174,490 | $7.13M | 4.5% | -1.9% | 4.155% | |
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1/30/2024 | DHJJ Financial Advisors Ltd. | 72,783 | $2.97M | 1.4% | -7.1% | 1.733% | |
1/26/2024 | Cerity Partners LLC | 18,690 | $764K | 0.0% | +5.7% | 0.445% | |
1/25/2024 | RFG Advisory LLC | 8,392 | $343K | 0.0% | -7.1% | 0.200% | |
1/25/2024 | Strategic Blueprint LLC | 36,972 | $1.51M | 0.1% | -39.6% | 0.880% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 28,440 | $1.16M | 0.3% | -2.1% | 0.677% | |
1/24/2024 | Stratos Wealth Advisors LLC | 14,984 | $612K | 0.0% | -2.7% | 0.357% | |
1/23/2024 | Crown Wealth Group LLC | 294,899 | $12.05M | 7.3% | N/A | 7.021% | |
1/23/2024 | Lewis Asset Management LLC | 5,926 | $242K | 0.2% | N/A | 0.141% | |
1/23/2024 | My Personal CFO LLC | 37,340 | $1.53M | 1.0% | +13.3% | 0.889% | |
1/19/2024 | AdvisorNet Financial Inc | 1,110 | $45K | 0.0% | -45.0% | 0.026% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 43,630 | $1.78M | 0.0% | +9.2% | 1.039% | |
1/16/2024 | CoreCap Advisors LLC | 30,766 | $1.26M | 0.1% | -3.8% | 0.733% | |
11/16/2023 | Orion Capital Management LLC | 16,295 | $599K | 0.4% | -6.3% | 0.388% | |
11/16/2023 | Harbour Investments Inc. | 6,495 | $239K | 0.0% | +24.6% | 0.155% | |
11/16/2023 | Penserra Capital Management LLC | 128,541 | $4.72M | 0.1% | +43.5% | 3.061% | |
11/13/2023 | Kestra Advisory Services LLC | 31,797 | $1.17M | 0.0% | +5.5% | 0.757% | |
11/8/2023 | HighTower Advisors LLC | 124,499 | $4.58M | 0.0% | +0.3% | 2.964% | |
11/8/2023 | Janney Montgomery Scott LLC | 105,150 | $3.86M | 0.0% | -4.5% | 2.504% | |
11/6/2023 | Sigma Planning Corp | 7,449 | $274K | 0.0% | -12.0% | 0.177% | |
11/6/2023 | Lincoln National Corp | 8,497 | $312K | 0.0% | -9.1% | 0.202% | |
11/3/2023 | Opes Wealth Management LLC | 58,090 | $2.13M | 0.6% | +3.2% | 1.383% | |
11/2/2023 | Vantage Financial Partners LLC | 8,785 | $323K | 0.1% | -7.6% | 0.209% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 29,042 | $1.07M | 0.3% | -6.6% | 0.691% | |
10/26/2023 | Chicago Partners Investment Group LLC | 12,186 | $441K | 0.0% | -24.8% | 0.290% | |
10/24/2023 | Valtinson Bruner Financial Planning LLC | 12,646 | $465K | 0.3% | -2.3% | 0.301% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 39,940 | $1.47M | 0.0% | +6.2% | 0.951% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 34,827 | $1.28M | 0.0% | -11.5% | 0.829% | |
10/23/2023 | Commonwealth Equity Services LLC | 402,826 | $14.80M | 0.0% | -3.7% | 9.591% | |
10/20/2023 | U.S. Capital Wealth Advisors LLC | 59,847 | $2.20M | 0.1% | -3.8% | 1.425% | |
10/17/2023 | Berkshire Money Management Inc. | 23,470 | $862K | 0.1% | -84.7% | 0.559% | |
10/13/2023 | CRA Financial Services LLC | 14,309 | $526K | 0.1% | -4.3% | 0.341% | |
10/12/2023 | IFP Advisors Inc | 11,487 | $422K | 0.0% | +9.5% | 0.274% | |
10/11/2023 | AE Wealth Management LLC | 5,862 | $215K | 0.0% | N/A | 0.140% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 78,385 | $2.88M | 1.3% | -4.3% | 1.866% | |
10/10/2023 | Outlook Wealth Advisors LLC | 6,247 | $230K | 0.1% | -25.6% | 0.149% | |
10/5/2023 | Integral Investment Advisors Inc. | 177,838 | $6.53M | 4.6% | -2.5% | 4.234% | |
8/16/2023 | PCA Investment Advisory Services Inc. | 4,928 | $186K | 0.1% | -14.1% | 0.117% | |
8/11/2023 | Visionary Wealth Advisors | 5,447 | $205K | 0.0% | -8.4% | 0.130% | |
8/11/2023 | Kestra Advisory Services LLC | 30,138 | $1.14M | 0.0% | -13.8% | 0.718% | |
8/11/2023 | Penserra Capital Management LLC | 89,553 | $3.38M | 0.1% | +6.3% | 2.132% | |
8/10/2023 | Osaic Holdings Inc. | 133,204 | $5.02M | 0.0% | -3.3% | 3.172% | |
8/10/2023 | Integral Investment Advisors Inc. | 182,424 | $6.88M | 4.6% | -2.1% | 4.343% | |
8/10/2023 | Joseph Group Capital Management | 2,595 | $98K | 0.1% | +13.0% | 0.062% | |
8/10/2023 | Commonwealth Equity Services LLC | 418,245 | $15.78M | 0.0% | -2.9% | 9.958% | |
8/10/2023 | Cetera Advisors LLC | 26,692 | $1.01M | 0.0% | +1.8% | 0.636% | |
8/10/2023 | Cetera Investment Advisers | 7,365 | $278K | 0.0% | -10.1% | 0.175% | |
8/8/2023 | Blue Bell Private Wealth Management LLC | 31,098 | $1.17M | 0.3% | +52.6% | 0.740% | |
8/8/2023 | Chicago Partners Investment Group LLC | 16,201 | $618K | 0.0% | -15.8% | 0.386% | |
8/4/2023 | Envestnet Asset Management Inc. | 71,539 | $2.70M | 0.0% | +16.3% | 1.703% | |
8/4/2023 | U.S. Capital Wealth Advisors LLC | 62,232 | $2.35M | 0.1% | N/A | 1.482% | |
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8/4/2023 | IFP Advisors Inc | 10,489 | $265K | 0.0% | -21.1% | 0.208% | |
8/3/2023 | Atria Wealth Solutions Inc. | 12,124 | $457K | 0.0% | +21.3% | 0.240% | |
8/3/2023 | Maltin Wealth Management Inc. | 75,909 | $2.86M | 0.5% | -0.5% | 1.503% | |
8/3/2023 | RFG Advisory LLC | 8,795 | $332K | 0.0% | N/A | 0.174% | |
8/3/2023 | Opes Wealth Management LLC | 56,290 | $2.12M | 0.6% | +6.6% | 1.115% | |
8/2/2023 | Sigma Planning Corp | 8,463 | $319K | 0.0% | -25.8% | 0.168% | |
8/1/2023 | Truist Financial Corp | 47,670 | $1.80M | 0.0% | -1.3% | 0.944% | |
7/28/2023 | DHJJ Financial Advisors Ltd. | 81,899 | $3.09M | 1.6% | -1.4% | 1.622% | |
7/26/2023 | Janney Montgomery Scott LLC | 110,160 | $4.16M | 0.0% | -3.3% | 2.181% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 37,608 | $1.42M | 0.0% | -1.2% | 0.745% | |