4/22/2024 | Centennial Wealth Advisory LLC | 21,292 | $604K | 0.3% | +2.2% | 0.398% | |
4/19/2024 | BluePath Capital Management LLC | 9,081 | $258K | 0.2% | N/A | 0.000% | |
4/19/2024 | Hedeker Wealth LLC | 209,903 | $5.96M | 1.7% | -2.9% | 0.000% | |
4/15/2024 | RFG Holdings Inc. | 685,087 | $19.44M | 8.2% | +38.3% | 0.000% | |
4/11/2024 | Cooper Financial Group | 20,399 | $579K | 0.1% | -2.9% | 0.000% | |
2/26/2024 | Virtu Financial LLC | 56,024 | $1.58M | 0.1% | N/A | 0.000% | |
|
2/9/2024 | Advisory Services Network LLC | 34,991 | $984K | 0.0% | +25.7% | 0.000% | |
2/9/2024 | Orion Portfolio Solutions LLC | 69,828 | $1.96M | 0.0% | +7.4% | 0.000% | |
2/8/2024 | Royal Harbor Partners LLC | 468,520 | $13.18M | 6.1% | +3.9% | 0.000% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 15,630 | $440K | 0.0% | +37.7% | 0.000% | |
2/7/2024 | Collaborative Wealth Managment Inc. | 16,772 | $472K | 0.3% | +127.1% | 0.000% | |
2/6/2024 | Sheets Smith Wealth Management | 26,221 | $738K | 0.1% | +16.8% | 0.000% | |
2/6/2024 | Clearstead Trust LLC | 4,555 | $128K | 0.0% | N/A | 0.000% | |
2/6/2024 | Beacon Harbor Wealth Advisors Inc. | 44,142 | $1.24M | 0.4% | N/A | 0.000% | |
2/5/2024 | Harbor Advisory Corp MA | 84,058 | $2.37M | 0.8% | -9.3% | 0.000% | |
2/1/2024 | CWM LLC | 15,503 | $436K | 0.0% | +5,301.7% | 0.000% | |
1/31/2024 | Redmont Wealth Advisors LLC | 8,452 | $238K | 0.3% | N/A | 0.000% | |
1/31/2024 | Luken Investment Analytics LLC | 380,114 | $10.69M | 5.8% | +81.7% | 0.000% | |
1/30/2024 | RFG Holdings Inc. | 495,356 | $13.94M | 7.1% | +4.6% | 0.000% | |
1/24/2024 | Hedeker Wealth LLC | 216,178 | $6.08M | 1.9% | -7.7% | 0.000% | |
1/24/2024 | Auour Investments LLC | 72,994 | $2.05M | 0.8% | +0.8% | 0.000% | |
1/18/2024 | Great Lakes Retirement Inc. | 14,449 | $406K | 0.1% | N/A | 0.000% | |
1/17/2024 | Centennial Wealth Advisory LLC | 20,831 | $586K | 0.3% | -5.5% | 0.000% | |
1/16/2024 | 3EDGE Asset Management LP | 51,373 | $1.45M | 0.1% | +6.3% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 10,186 | $287K | 0.0% | N/A | 0.000% | |
1/16/2024 | Raymond James & Associates | 18,900 | $532K | 0.0% | N/A | 0.000% | |
1/12/2024 | Fortitude Family Office LLC | 1,959 | $55K | 0.0% | N/A | 0.000% | |
1/11/2024 | Marshall Financial Group LLC | 14,646 | $412K | 0.1% | -4.5% | 0.000% | |
11/15/2023 | Royal Harbor Partners LLC | 450,995 | $12.43M | 6.5% | -13.1% | 0.000% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 11,352 | $313K | 0.0% | N/A | 0.000% | |
11/9/2023 | Collaborative Wealth Managment Inc. | 7,384 | $204K | 0.1% | N/A | 0.000% | |
11/8/2023 | AIFG Consultants Ltd. | 26,014 | $717K | 0.6% | -17.8% | 0.000% | |
11/7/2023 | Hedeker Wealth LLC | 234,121 | $6.45M | 2.2% | +152.4% | 0.000% | |
11/1/2023 | Orion Portfolio Solutions LLC | 64,990 | $1.79M | 0.0% | N/A | 0.000% | |
10/30/2023 | Arete Wealth Advisors LLC | 16,739 | $461K | 0.1% | N/A | 0.000% | |
10/25/2023 | BluePath Capital Management LLC | 6,821 | $188K | 0.2% | N/A | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 34,873 | $961K | 0.0% | +55.3% | 0.000% | |
10/23/2023 | Sheets Smith Wealth Management | 22,445 | $619K | 0.1% | +19.5% | 0.000% | |
10/19/2023 | Marshall Financial Group LLC | 15,329 | $423K | 0.2% | -3.2% | 0.000% | |
10/18/2023 | RFG Holdings Inc. | 473,604 | $13.06M | 7.4% | N/A | 0.000% | |
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10/16/2023 | 3EDGE Asset Management LP | 48,336 | $1.31M | 0.1% | N/A | 0.000% | |
10/13/2023 | Auour Investments LLC | 72,418 | $1.98M | 0.8% | +13.3% | 0.000% | |
10/11/2023 | AE Wealth Management LLC | 88,755 | $2.45M | 0.0% | +2.3% | 0.000% | |
10/11/2023 | Luken Investment Analytics LLC | 209,173 | $5.77M | 3.3% | N/A | 0.000% | |
10/11/2023 | Adviser Investments LLC | 7,476 | $206K | 0.0% | N/A | 0.000% | |
10/10/2023 | Centennial Wealth Advisory LLC | 22,040 | $608K | 0.3% | -1.8% | 0.000% | |
8/17/2023 | Coppell Advisory Solutions LLC | 7,487 | $207K | 0.1% | N/A | 0.000% | |
8/10/2023 | Osaic Holdings Inc. | 186,614 | $5.18M | 0.0% | +3.7% | 0.000% | |
8/9/2023 | Sheets Smith Wealth Management | 18,790 | $521K | 0.1% | N/A | 0.000% | |
8/4/2023 | Envestnet Asset Management Inc. | 87,936 | $2.44M | 0.0% | +5.9% | 0.000% | |
8/3/2023 | Harbor Advisory Corp MA | 92,659 | $2.57M | 0.9% | -1.7% | 0.000% | |
7/24/2023 | Royal Harbor Partners LLC | 519,262 | $14.40M | 7.1% | N/A | 0.000% | |
7/21/2023 | Hedeker Wealth LLC | 92,771 | $2.57M | 0.9% | -0.9% | 0.000% | |
7/17/2023 | Marshall Financial Group LLC | 15,836 | $439K | 0.1% | -73.3% | 0.000% | |
7/13/2023 | NovaPoint Capital LLC | 13,282 | $368K | 0.1% | N/A | 0.000% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 22,451 | $623K | 0.0% | +44.1% | 0.000% | |
7/7/2023 | Auour Investments LLC | 63,923 | $1.77M | 0.8% | N/A | 0.000% | |
5/11/2023 | Cooper Financial Group | 21,098 | $586K | 0.2% | N/A | 0.000% | |
5/4/2023 | Harbor Advisory Corp MA | 94,298 | $2.62M | 1.0% | -12.6% | 0.000% | |
4/18/2023 | Marshall Financial Group LLC | 59,314 | $1.65M | 0.6% | -62.9% | 0.000% | |
4/18/2023 | Hedeker Wealth LLC | 93,626 | $2.60M | 0.9% | -2.9% | 0.000% | |
4/14/2023 | AE Wealth Management LLC | 86,479 | $2.40M | 0.0% | N/A | 0.000% | |
4/13/2023 | Centennial Wealth Advisory LLC | 22,393 | $622K | 0.3% | N/A | 0.000% | |
2/7/2023 | Harbor Advisory Corp MA | 107,870 | $2.94M | 1.2% | N/A | 0.000% | |
2/1/2023 | Marshall Financial Group LLC | 159,742 | $4.36M | 1.7% | N/A | 0.000% | |
1/20/2023 | Hedeker Wealth LLC | 96,434 | $2.63M | 1.0% | -5.0% | 0.000% | |