5/1/2025 | Austin Wealth Management LLC | 267,050 | $7.69M | 1.5% | -4.1% | 14.435% | |
4/22/2025 | Advisor Resource Council | 91,121 | $2.65M | 0.2% | N/A | 5.062% | |
2/17/2025 | Visionary Wealth Advisors | 37,904 | $1.09M | 0.1% | +4.0% | 1.995% | |
2/17/2025 | Cohalo Advisory LLC | 8,267 | $237K | 20.3% | N/A | 0.435% | |
2/17/2025 | Citadel Advisors LLC | 35,897 | $1.03M | 0.0% | N/A | 1.889% | |
2/12/2025 | StoneX Group Inc. | 67,396 | $1.93M | 0.1% | -0.6% | 3.547% | |
2/11/2025 | LPL Financial LLC | 260,406 | $7.45M | 0.0% | -1.0% | 13.706% | |
2/10/2025 | Entrewealth LLC | 50,676 | $1.50M | 1.4% | N/A | 2.667% | |
2/10/2025 | Austin Wealth Management LLC | 278,511 | $8.05M | 1.7% | -5.6% | 14.658% | |
1/31/2025 | Atria Wealth Solutions Inc. | 7,156 | $205K | 0.0% | N/A | 0.377% | |
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1/14/2025 | Professional Financial Advisors LLC | 49,694 | $1.42M | 0.4% | -5.0% | 2.615% | |
12/26/2024 | JPMorgan Chase & Co. | 2,663 | $79K | 0.0% | N/A | 0.140% | |
11/15/2024 | HighTower Advisors LLC | 8,071 | $239K | 0.0% | -36.8% | 0.425% | |
11/12/2024 | StoneX Group Inc. | 67,812 | $2.05M | 0.2% | +40.5% | 3.569% | |
10/28/2024 | Focus Financial Network Inc. | 123,219 | $3.72M | 0.2% | +70.1% | 6.485% | |
10/28/2024 | Austin Wealth Management LLC | 295,113 | $8.68M | 1.9% | -1.4% | 15.532% | |
10/10/2024 | Professional Financial Advisors LLC | 52,284 | $1.55M | 0.4% | -2.5% | 2.752% | |
7/31/2024 | IFG Advisory LLC | 16,620 | $473K | 0.0% | +20.4% | 0.875% | |
7/22/2024 | Focus Financial Network Inc. | 72,423 | $2.11M | 0.1% | +146.8% | 3.812% | |
7/18/2024 | Professional Financial Advisors LLC | 53,610 | $1.53M | 0.4% | +4.1% | 2.822% | |
5/23/2024 | Austin Wealth Management LLC | 299,212 | $8.66M | 2.1% | +2.8% | 15.748% | |
5/1/2024 | StoneX Group Inc. | 44,594 | $1.31M | 0.1% | N/A | 2.410% | |
4/25/2024 | Professional Financial Advisors LLC | 51,501 | $1.49M | 0.4% | -19.7% | 2.784% | |
3/8/2024 | ICA Group Wealth Management LLC | 1,708 | $48K | 0.0% | N/A | 0.092% | |
2/21/2024 | Austin Wealth Management LLC | 291,116 | $8.15M | 2.2% | +4.8% | 15.736% | |
2/20/2024 | Able Wealth Management LLC | 1,856 | $52K | 0.0% | N/A | 0.100% | |
2/14/2024 | Visionary Wealth Advisors | 25,506 | $711K | 0.1% | +3.0% | 1.379% | |
1/23/2024 | Beacon Financial Advisory LLC | 16,588 | $462K | 0.2% | -7.0% | 0.897% | |
1/18/2024 | Professional Financial Advisors LLC | 64,139 | $1.79M | 0.6% | +3.0% | 3.467% | |
1/17/2024 | IFG Advisory LLC | 12,628 | $352K | 0.0% | +5.6% | 0.683% | |
1/12/2024 | Advisor Resource Council | 120,242 | $3.35M | 0.4% | N/A | 6.500% | |
12/5/2023 | Austin Wealth Management LLC | 277,722 | $7.46M | 2.3% | N/A | 15.012% | |
11/13/2023 | Visionary Wealth Advisors | 24,756 | $651K | 0.1% | +20.0% | 1.338% | |
11/13/2023 | LPL Financial LLC | 261,743 | $6.88M | 0.0% | +1.0% | 14.148% | |
11/8/2023 | HighTower Advisors LLC | 50,973 | $1.34M | 0.0% | N/A | 2.755% | |
10/25/2023 | Professional Financial Advisors LLC | 62,253 | $1.64M | 0.7% | -2.7% | 3.365% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 28,742 | $756K | 0.0% | N/A | 1.554% | |
8/11/2023 | Visionary Wealth Advisors | 20,628 | $558K | 0.0% | N/A | 1.115% | |
8/10/2023 | Financial Architects Inc | 68,908 | $1.87M | 0.3% | -16.4% | 3.828% | |
7/31/2023 | LPL Financial LLC | 259,118 | $7.01M | 0.0% | -7.6% | 14.395% | |
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7/21/2023 | IFG Advisory LLC | 11,948 | $323K | 0.0% | +5.6% | 0.664% | |
7/12/2023 | Professional Financial Advisors LLC | 63,988 | $1.73M | 0.9% | +9.1% | 3.555% | |
5/12/2023 | Financial Architects Inc | 82,465 | $2.21M | 0.4% | -1.3% | 4.340% | |
5/10/2023 | LPL Financial LLC | 280,436 | $7.52M | 0.0% | +8.1% | 14.760% | |
4/27/2023 | Professional Financial Advisors LLC | 58,636 | $1.73M | 1.0% | -2.4% | 3.086% | |
4/26/2023 | IFG Advisory LLC | 11,315 | $303K | 0.0% | +30.3% | 0.596% | |
2/7/2023 | LPL Financial LLC | 259,391 | $6.98M | 0.0% | +8.8% | 0.000% | |
2/7/2023 | Financial Architects Inc | 83,542 | $2.25M | 0.4% | -6.2% | 0.000% | |
1/31/2023 | IFG Advisory LLC | 8,683 | $233K | 0.0% | N/A | 0.000% | |
1/20/2023 | Beacon Financial Advisory LLC | 18,201 | $490K | 0.4% | -10.9% | 0.000% | |
11/15/2022 | Financial Architects Inc | 89,085 | $2.23M | 0.4% | -7.1% | 0.000% | |
8/11/2022 | Financial Architects Inc | 95,883 | $2.60M | 3.3% | +6.3% | 0.000% | |
7/28/2022 | Professional Financial Advisors LLC | 59,931 | $1.63M | 0.9% | +2.2% | 0.000% | |
7/27/2022 | Advisor Resource Council | 113,893 | $3.09M | 0.3% | N/A | 0.000% | |
7/19/2022 | Commonwealth Equity Services LLC | 15,458 | $419K | 0.0% | -38.3% | 0.000% | |
5/5/2022 | Professional Financial Advisors LLC | 58,636 | $1.73M | 0.7% | +2.1% | 0.000% | |
5/5/2022 | Financial Architects Inc | 90,199 | $2.67M | 0.4% | +0.9% | 0.000% | |
5/4/2022 | Advisor Group Holdings Inc. | 20,114 | $594K | 0.0% | +27.1% | 0.000% | |
5/4/2022 | Commonwealth Equity Services LLC | 25,054 | $740K | 0.0% | +64.7% | 0.000% | |
2/14/2022 | LPL Financial LLC | 202,245 | $6.30M | 0.0% | +0.8% | 0.000% | |
2/11/2022 | Advisor Resource Council | 89,694 | $2.79M | 0.2% | N/A | 0.000% | |
2/3/2022 | Advisor Group Holdings Inc. | 15,830 | $493K | 0.0% | +28.5% | 0.000% | |
1/31/2022 | Commonwealth Equity Services LLC | 15,208 | $473K | 0.0% | -18.4% | 0.000% | |
1/18/2022 | Professional Financial Advisors LLC | 57,428 | $1.79M | 0.8% | +2.3% | 0.000% | |
11/16/2021 | LPL Financial LLC | 200,684 | $6.23M | 0.0% | +2.4% | 0.000% | |
11/5/2021 | Advisor Group Holdings Inc. | 12,318 | $382K | 0.0% | +96.6% | 0.000% | |
11/2/2021 | Horst & Graben Wealth Management LLC | 6,494 | $202K | 0.1% | N/A | 0.000% | |
10/29/2021 | Commonwealth Equity Services LLC | 18,629 | $578K | 0.0% | +138.9% | 0.000% | |
10/26/2021 | J.W. Cole Advisors Inc. | 4,450 | $210K | 0.0% | N/A | 0.000% | |
10/19/2021 | Professional Financial Advisors LLC | 56,115 | $1.74M | 1.0% | +2.5% | 0.000% | |
8/19/2021 | Advisor Resource Council | 79,161 | $2.53M | 0.3% | N/A | 0.000% | |
8/17/2021 | Citadel Advisors LLC | 32,208 | $1.03M | 0.0% | -18.8% | 0.000% | |
8/13/2021 | LPL Financial LLC | 195,891 | $6.26M | 0.0% | +4.5% | 0.000% | |
8/11/2021 | Commonwealth Equity Services LLC | 7,798 | $249K | 0.0% | N/A | 0.000% | |
8/10/2021 | Financial Architects Inc | 88,734 | $2.84M | 0.4% | +3.1% | 0.000% | |
8/2/2021 | Advisor Group Holdings Inc. | 6,264 | $200K | 0.0% | +674.3% | 0.000% | |
7/31/2021 | Beacon Financial Advisory LLC | 20,586 | $658K | 0.4% | -1.8% | 0.000% | |
5/18/2021 | Citadel Advisors LLC | 39,660 | $1.22M | 0.0% | -9.7% | 0.000% | |
5/5/2021 | Professional Financial Advisors LLC | 53,690 | $1.65M | 1.0% | -7.1% | 0.000% | |