4/23/2024 | KLR Investment Advisors LLC | 41,228 | $800K | 0.6% | -12.8% | 0.602% | |
4/12/2024 | Fermata Advisors LLC | 29,345 | $541K | 0.1% | -5.5% | 0.312% | |
3/19/2024 | Warren Street Wealth Advisors LLC | 469,398 | $7.95M | 4.5% | +14.8% | 4.994% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 56,839 | $962K | 0.0% | +51.4% | 0.605% | |
3/14/2024 | Leo Wealth LLC | 348,754 | $6.05M | 0.6% | N/A | 3.710% | |
2/12/2024 | Avestar Capital LLC | 135,606 | $2.30M | 0.3% | +20.0% | 1.443% | |
|
2/8/2024 | New Century Financial Group LLC | 10,976 | $186K | 0.2% | N/A | 0.117% | |
2/8/2024 | Beacon Pointe Advisors LLC | 37,470 | $634K | 0.0% | -18.4% | 0.399% | |
2/8/2024 | KLR Investment Advisors LLC | 47,273 | $800K | 0.6% | +2.7% | 0.503% | |
2/6/2024 | Private Advisor Group LLC | 59,824 | $1.01M | 0.0% | +12.6% | 0.636% | |
2/6/2024 | Merit Financial Group LLC | 247,895 | $4.20M | 0.1% | +948.7% | 2.637% | |
2/5/2024 | Kestra Private Wealth Services LLC | 54,624 | $925K | 0.0% | -17.3% | 0.581% | |
1/29/2024 | Perigon Wealth Management LLC | 14,553 | $246K | 0.0% | -40.0% | 0.155% | |
1/26/2024 | Cerity Partners LLC | 43,346 | $734K | 0.0% | N/A | 0.461% | |
1/26/2024 | Charter Oak Capital Management LLC | 10,703 | $181K | 0.0% | -22.8% | 0.114% | |
1/25/2024 | International Assets Investment Management LLC | 37,860 | $641K | 0.0% | N/A | 0.403% | |
1/24/2024 | International Assets Investment Management LLC | 37,860 | $641K | 0.0% | N/A | 0.403% | |
1/22/2024 | Covenant Asset Management LLC | 11,575 | $196K | 0.0% | -6.7% | 0.123% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 57,297 | $970K | 0.0% | -3.7% | 0.610% | |
1/12/2024 | Empirical Asset Management LLC | 88,742 | $1.50M | 1.2% | -0.7% | 0.944% | |
1/10/2024 | Wayfinding Financial LLC | 150,477 | $2.55M | 1.7% | -0.9% | 1.601% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 37,532 | $676K | 0.0% | -71.8% | 0.399% | |
11/13/2023 | LPL Financial LLC | 745,234 | $13.43M | 0.0% | -18.6% | 7.928% | |
11/8/2023 | Journey Strategic Wealth LLC | 13,993 | $252K | 0.0% | +13.6% | 0.149% | |
11/8/2023 | KLR Investment Advisors LLC | 46,043 | $823K | 0.7% | -6.6% | 0.490% | |
11/8/2023 | Kestra Private Wealth Services LLC | 66,029 | $1.19M | 0.0% | +3.8% | 0.702% | |
11/7/2023 | Advisors Preferred LLC | 14,059 | $251K | 0.1% | N/A | 0.150% | |
11/7/2023 | Merit Financial Group LLC | 23,639 | $426K | 0.0% | -7.1% | 0.251% | |
11/3/2023 | Private Advisor Group LLC | 53,138 | $958K | 0.0% | +14.4% | 0.565% | |
11/2/2023 | Wayfinding Financial LLC | 151,804 | $2.71M | 2.0% | -2.3% | 1.615% | |
10/31/2023 | Covenant Asset Management LLC | 12,400 | $223K | 0.1% | +5.9% | 0.132% | |
10/20/2023 | Avestar Capital LLC | 112,963 | $2.04M | 0.3% | N/A | 1.202% | |
10/19/2023 | New Harbor Financial Group LLC | 661,755 | $11.93M | 3.9% | -1.2% | 7.040% | |
10/19/2023 | Warren Street Wealth Advisors LLC | 408,911 | $7.37M | 4.9% | +3.3% | 4.350% | |
10/17/2023 | DAVENPORT & Co LLC | 10,900 | $196K | 0.0% | -35.5% | 0.116% | |
10/16/2023 | Rothschild Investment LLC IL | 84,970 | $1.53M | 0.1% | -5.1% | 0.904% | |
10/11/2023 | AE Wealth Management LLC | 128,896 | $2.32M | 0.0% | +2.1% | 1.371% | |
10/5/2023 | Charter Oak Capital Management LLC | 13,872 | $250K | 0.0% | -11.2% | 0.148% | |
8/15/2023 | Journey Strategic Wealth LLC | 12,320 | $210K | 0.0% | -30.2% | 0.131% | |
8/10/2023 | Talisman Wealth Advisors LLC | 12,354 | $211K | 0.4% | -23.4% | 0.131% | |
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8/10/2023 | Private Advisor Group LLC | 46,449 | $822K | 0.0% | +3.6% | 0.494% | |
8/9/2023 | Flow Traders U.S. LLC | 26,897 | $459K | 0.0% | +9.3% | 0.286% | |
8/8/2023 | Kestra Private Wealth Services LLC | 63,590 | $1.09M | 0.0% | +5.4% | 0.676% | |
8/8/2023 | KLR Investment Advisors LLC | 49,311 | $841K | 0.7% | +7.1% | 0.525% | |
8/4/2023 | Envestnet Asset Management Inc. | 106,672 | $1.82M | 0.0% | -3.1% | 1.135% | |
8/2/2023 | Perigon Wealth Management LLC | 24,262 | $414K | 0.0% | -30.0% | 0.238% | |
8/1/2023 | Empirical Asset Management LLC | 89,007 | $1.52M | 1.3% | +4.8% | 0.873% | |
8/1/2023 | Merit Financial Group LLC | 25,440 | $434K | 0.0% | N/A | 0.249% | |
8/1/2023 | USAdvisors Wealth Management LLC | 32,791 | $562K | 0.3% | +28.2% | 0.321% | |
7/31/2023 | LPL Financial LLC | 915,173 | $15.61M | 0.0% | +4.6% | 8.972% | |
7/31/2023 | Wayfinding Financial LLC | 155,329 | $2.83M | 2.0% | -2.3% | 1.523% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 133,217 | $2.27M | 0.1% | -27.1% | 1.306% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 59,973 | $1.02M | 0.0% | +9.0% | 0.588% | |
7/25/2023 | Leo Brokerage LLC | 285,435 | $4.88M | 0.6% | -4.3% | 2.798% | |
7/24/2023 | Fermata Advisors LLC | 31,276 | $534K | 0.5% | N/A | 0.307% | |
7/20/2023 | Charter Oak Capital Management LLC | 15,623 | $267K | 0.0% | -23.1% | 0.153% | |
7/20/2023 | New Harbor Financial Group LLC | 669,603 | $11.42M | 3.0% | +7.7% | 6.565% | |
7/18/2023 | Rothschild Investment Corp IL | 89,575 | $1.53M | 0.1% | +4.8% | 0.878% | |
7/17/2023 | Warren Street Wealth Advisors LLC | 395,698 | $6.75M | 4.5% | +6.3% | 3.879% | |
7/17/2023 | GoalVest Advisory LLC | 2,622 | $45K | 0.0% | N/A | 0.026% | |
7/17/2023 | Procyon Advisors LLC | 20,348 | $347K | 0.0% | +8.3% | 0.199% | |
7/11/2023 | Flagship Harbor Advisors LLC | 12,396 | $211K | 0.0% | -18.2% | 0.122% | |
7/10/2023 | AE Wealth Management LLC | 126,250 | $2.15M | 0.0% | +7.7% | 1.238% | |
5/15/2023 | KLR Investment Advisors LLC | 46,043 | $823K | 0.7% | N/A | 0.451% | |
5/12/2023 | AXS Investments LLC | 3,080 | $55K | 0.0% | N/A | 0.030% | |
5/12/2023 | Journey Strategic Wealth LLC | 17,659 | $316K | 0.0% | -70.4% | 0.173% | |
5/11/2023 | Financial Advocates Investment Management | 24,961 | $446K | 0.0% | -2.8% | 0.245% | |
5/10/2023 | Private Advisor Group LLC | 44,833 | $801K | 0.0% | N/A | 0.440% | |
5/10/2023 | LPL Financial LLC | 875,222 | $15.64M | 0.0% | -3.3% | 8.581% | |
5/5/2023 | New Harbor Financial Group LLC | 621,779 | $11.11M | 3.7% | N/A | 6.096% | |
5/5/2023 | Wayfinding Financial LLC | 159,022 | $2.84M | 2.2% | -10.0% | 1.559% | |
5/3/2023 | Perigon Wealth Management LLC | 34,636 | $619K | 0.0% | -12.3% | 0.340% | |
5/2/2023 | Leo Brokerage LLC | 298,201 | $5.34M | 0.8% | N/A | 2.924% | |
5/1/2023 | Truadvice LLC | 22,399 | $396K | 0.2% | +5.2% | 0.220% | |
4/28/2023 | Warren Street Wealth Advisors LLC | 372,083 | $6.65M | 4.7% | +12.7% | 3.648% | |
4/27/2023 | DAVENPORT & Co LLC | 17,420 | $311K | 0.0% | -5.9% | 0.171% | |
4/24/2023 | Rothschild Investment Corp IL | 85,480 | $1.53M | 0.1% | +18.3% | 0.838% | |
4/24/2023 | TimeScale Financial Inc. | 3,988 | $71K | 0.0% | N/A | 0.039% | |
4/19/2023 | Charter Oak Capital Management LLC | 20,329 | $363K | 0.1% | N/A | 0.192% | |
4/18/2023 | Empirical Asset Management LLC | 84,908 | $1.52M | 1.5% | +178.2% | 0.801% | |
4/14/2023 | AE Wealth Management LLC | 117,275 | $2.10M | 0.0% | +29.4% | 1.106% | |
4/14/2023 | Aprio Wealth Management LLC | 18,559 | $332K | 0.1% | -89.4% | 0.175% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 55,031 | $983K | 0.0% | +33.7% | 0.519% | |
4/10/2023 | Procyon Advisors LLC | 18,787 | $336K | 0.1% | -47.0% | 0.177% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 437,064 | $7.96M | 0.2% | +31.5% | 4.243% | |
3/6/2023 | OLD Mission Capital LLC | 16,502 | $301K | 0.0% | -82.5% | 0.160% | |
2/21/2023 | B. Riley Wealth Advisors Inc. | 437,064 | $7.96M | 0.2% | +31.5% | 4.243% | |
2/13/2023 | Brown Advisory Inc. | 293,214 | $5.34M | 0.0% | N/A | 2.847% | |
2/13/2023 | Heritage Wealth Management LLC | 9,356 | $170K | 0.0% | +100.0% | 0.091% | |
2/10/2023 | USAdvisors Wealth Management LLC | 25,612 | $467K | 0.2% | N/A | 0.249% | |
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2/10/2023 | Advisor Group Holdings Inc. | 114,769 | $2.09M | 0.0% | +407.1% | 1.114% | |
2/10/2023 | Wayfinding Financial LLC | 176,762 | $3.85M | 3.1% | +37.8% | 1.716% | |
2/9/2023 | Wealth Enhancement & Preservation of GA LLC | 23,573 | $430K | 0.7% | N/A | 0.229% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 41,168 | $750K | 0.0% | -4.9% | 0.400% | |
2/8/2023 | Thrivent Financial for Lutherans | 42,836 | $777K | 0.0% | +7.8% | 0.416% | |
2/7/2023 | My Legacy Advisors LLC | 19,542 | $347K | 0.1% | -3.2% | 0.190% | |
2/7/2023 | LPL Financial LLC | 904,890 | $16.49M | 0.0% | +92.1% | 8.785% | |
2/7/2023 | Envestnet Asset Management Inc. | 117,538 | $2.14M | 0.0% | +33.1% | 1.141% | |
2/6/2023 | Brandywine Oak Private Wealth LLC | 13,799 | $251K | 0.0% | -31.5% | 0.134% | |
2/1/2023 | Warren Street Wealth Advisors LLC | 330,220 | $6.02M | 4.8% | -5.1% | 3.206% | |