4/25/2024 | IAG Wealth Partners LLC | 285,556 | $14.54M | 3.1% | +12.2% | 12.980% | |
4/24/2024 | Spire Wealth Management | 1,769 | $90K | 0.0% | -35.8% | 0.080% | |
4/12/2024 | Morton Capital Management LLC CA | 181,862 | $9.26M | 2.5% | +27.7% | 6.863% | |
2/12/2024 | Focus Financial Network Inc. ADV | 12,198 | $595K | 0.0% | N/A | 0.460% | |
2/9/2024 | Sachetta LLC | 1,085 | $53K | 0.0% | N/A | 0.041% | |
2/6/2024 | Spire Wealth Management | 2,754 | $127K | 0.0% | -30.1% | 0.104% | |
|
2/6/2024 | Aveo Capital Partners LLC | 111,393 | $5.44M | 0.7% | -0.7% | 4.204% | |
2/2/2024 | IAG Wealth Partners LLC | 254,525 | $12.42M | 2.8% | N/A | 9.605% | |
2/1/2024 | RWA Wealth Partners LLC | 12,403 | $605K | 0.0% | N/A | 0.468% | |
1/31/2024 | Beaumont Financial Advisors LLC | 254,408 | $12.42M | 1.1% | +10.2% | 9.600% | |
1/25/2024 | International Assets Investment Management LLC | 8,298 | $405K | 0.0% | N/A | 0.313% | |
1/24/2024 | International Assets Investment Management LLC | 8,298 | $405K | 0.0% | N/A | 0.313% | |
1/23/2024 | FAS Wealth Partners Inc. | 25,817 | $1.26M | 0.1% | -2.0% | 0.974% | |
1/18/2024 | Morton Capital Management LLC CA | 142,414 | $6.95M | 2.1% | N/A | 5.374% | |
1/17/2024 | Cultivar Capital Inc. | 131,149 | $6.40M | 5.6% | N/A | 4.949% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 11,279 | $551K | 0.0% | +9.8% | 0.426% | |
1/12/2024 | Avalon Capital Management | 10,232 | $499K | 0.2% | N/A | 0.386% | |
1/8/2024 | Pure Financial Advisors LLC | 7,853 | $383K | 0.0% | -4.3% | 0.296% | |
12/6/2023 | Citigroup Inc. | 2,713 | $133K | 0.0% | +14.0% | 0.102% | |
11/13/2023 | LPL Financial LLC | 145,033 | $7.12M | 0.0% | +1.6% | 5.473% | |
11/8/2023 | HighTower Advisors LLC | 25,641 | $1.26M | 0.0% | +3.6% | 0.968% | |
11/6/2023 | Aveo Capital Partners LLC | 112,187 | $5.51M | 0.7% | -4.9% | 4.233% | |
11/6/2023 | Capital Wealth Alliance LLC | 7,083 | $348K | 0.2% | -3.0% | 0.267% | |
11/3/2023 | ORG Partners LLC | 11,770 | $578K | 0.2% | +3.0% | 0.444% | |
11/1/2023 | Beaumont Financial Advisors LLC | 230,777 | $11.33M | 1.1% | N/A | 8.709% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 10,275 | $504K | 0.0% | +19.1% | 0.388% | |
10/23/2023 | FAS Wealth Partners Inc. | 26,357 | $1.29M | 0.1% | -5.2% | 0.995% | |
10/23/2023 | Commonwealth Equity Services LLC | 5,040 | $247K | 0.0% | +7.5% | 0.190% | |
10/19/2023 | Sterling Financial Group Inc. | 242,909 | $11.93M | 7.5% | -1.1% | 9.166% | |
9/7/2023 | Sterling Financial Group Inc. | 245,645 | $11.83M | 7.8% | +16.0% | 9.270% | |
8/14/2023 | Jackson Hole Capital Partners LLC | 1,000 | $48K | 0.0% | -21.8% | 0.038% | |
8/8/2023 | Catalyst Capital Advisors LLC | 2,479 | $119K | 0.0% | -11.0% | 0.089% | |
8/8/2023 | Aveo Capital Partners LLC | 118,024 | $5.69M | 0.7% | -2.9% | 4.215% | |
8/8/2023 | FAS Wealth Partners Inc. | 27,807 | $1.34M | 0.2% | +1.5% | 0.993% | |
7/31/2023 | LPL Financial LLC | 142,778 | $6.88M | 0.0% | -7.6% | 5.099% | |
7/26/2023 | Firestone Capital Management | 7,643 | $375K | 0.1% | N/A | 0.273% | |
7/25/2023 | Raymond James & Associates | 4,375 | $211K | 0.0% | -33.2% | 0.156% | |
7/21/2023 | Capital Wealth Alliance LLC | 7,303 | $352K | 0.3% | +3.9% | 0.261% | |
7/10/2023 | Pure Financial Advisors LLC | 8,256 | $398K | 0.0% | -4.4% | 0.295% | |
6/1/2023 | ORG Partners LLC | 11,177 | $562K | 0.1% | N/A | 0.414% | |
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5/11/2023 | FAS Wealth Partners Inc. | 27,405 | $1.35M | 0.1% | +1.6% | 1.015% | |
5/11/2023 | Envestnet Asset Management Inc. | 10,627 | $524K | 0.0% | +27.5% | 0.394% | |
5/10/2023 | LPL Financial LLC | 154,512 | $7.62M | 0.0% | -0.2% | 5.723% | |
5/9/2023 | Spire Wealth Management | 3,940 | $194K | 0.0% | -19.7% | 0.146% | |
5/4/2023 | Capital Wealth Alliance LLC | 7,028 | $347K | 0.3% | -19.1% | 0.260% | |
5/3/2023 | Aveo Capital Partners LLC | 121,578 | $6.00M | 0.8% | +2.2% | 4.503% | |
4/18/2023 | Macroview Investment Management LLC | 17,736 | $875K | 1.4% | -25.9% | 0.657% | |
4/18/2023 | Allworth Financial LP | 7,905 | $390K | 0.0% | -10.1% | 0.293% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 8,624 | $425K | 0.0% | -2.5% | 0.319% | |
4/14/2023 | Raymond James & Associates | 6,549 | $323K | 0.0% | +48.3% | 0.243% | |
4/11/2023 | Pure Financial Advisors LLC | 8,640 | $426K | 0.0% | -7.8% | 0.320% | |
3/6/2023 | OLD Mission Capital LLC | 37,098 | $1.83M | 0.1% | N/A | 1.279% | |
2/9/2023 | Citigroup Inc. | 8,295 | $408K | 0.0% | +41.1% | 0.286% | |
2/9/2023 | HighTower Advisors LLC | 28,651 | $1.41M | 0.0% | +3.1% | 0.988% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 68,784 | $3.39M | 0.0% | -2.9% | 2.372% | |
2/8/2023 | UBS Group AG | 45,696 | $2.25M | 0.0% | -9.9% | 1.576% | |
2/7/2023 | Catalyst Capital Advisors LLC | 2,847 | $140K | 0.0% | -20.6% | 0.098% | |
2/7/2023 | Commonwealth Equity Services LLC | 4,904 | $241K | 0.0% | N/A | 0.169% | |
2/7/2023 | LPL Financial LLC | 154,827 | $7.62M | 0.0% | +15.5% | 5.339% | |
2/7/2023 | Envestnet Asset Management Inc. | 8,332 | $410K | 0.0% | -2.7% | 0.287% | |
2/3/2023 | Aveo Capital Partners LLC | 118,955 | $5.86M | 0.9% | N/A | 4.102% | |
2/1/2023 | Capital Wealth Alliance LLC | 8,685 | $428K | 0.4% | -5.1% | 0.299% | |
2/1/2023 | FAS Wealth Partners | 26,980 | $1.33M | 0.2% | -4.6% | 0.930% | |
1/20/2023 | Millburn Ridgefield Corp | 2,847 | $140K | 0.0% | -20.6% | 0.098% | |
1/13/2023 | Allworth Financial LP | 8,794 | $433K | 0.0% | -55.1% | 0.303% | |
1/11/2023 | Macroview Investment Management LLC | 23,929 | $1.18M | 2.0% | +15.7% | 0.825% | |
1/9/2023 | Pure Financial Advisors LLC | 9,370 | $461K | 0.0% | -2.3% | 0.323% | |
11/14/2022 | MML Investors Services LLC | 15,123 | $655K | 0.0% | -2.5% | 0.560% | |
11/10/2022 | UBS Group AG | 50,744 | $2.20M | 0.0% | +0.6% | 1.879% | |
11/9/2022 | Capital Wealth Alliance LLC | 9,149 | $396K | 0.3% | -4.6% | 0.339% | |
11/8/2022 | Catalyst Capital Advisors LLC | 3,587 | $155K | 0.0% | -14.9% | 0.133% | |
11/7/2022 | Spire Wealth Management | 5,007 | $217K | 0.0% | N/A | 0.185% | |
11/3/2022 | Millburn Ridgefield Corp | 3,587 | $155K | 0.0% | -14.9% | 0.133% | |
11/3/2022 | Creative Planning | 8,879 | $385K | 0.0% | -19.3% | 0.329% | |
11/2/2022 | Avantax Advisory Services Inc. | 5,174 | $224K | 0.0% | N/A | 0.192% | |
10/25/2022 | Raymond James & Associates | 5,651 | $245K | 0.0% | +8.3% | 0.209% | |
10/21/2022 | Macroview Investment Management LLC | 20,679 | $896K | 1.6% | +505.9% | 0.766% | |
10/20/2022 | FAS Wealth Partners | 28,270 | $1.22M | 0.1% | -2.9% | 1.047% | |
10/18/2022 | Allworth Financial LP | 19,571 | $848K | 0.0% | +170.7% | 0.725% | |
9/16/2022 | Private Trust Co. NA | 969 | $44K | 0.0% | N/A | 0.034% | |
8/11/2022 | Cetera Advisor Networks LLC | 25,655 | $1.16M | 0.0% | N/A | 0.900% | |
8/10/2022 | Lee Financial Co | 1,201 | $54K | 0.0% | N/A | 0.042% | |
8/8/2022 | Baird Financial Group Inc. | 40,100 | $1.82M | 0.0% | N/A | 1.407% | |
8/5/2022 | Firestone Capital Management | 7,732 | $351K | 0.1% | N/A | 0.271% | |
8/4/2022 | Steward Partners Investment Advisory LLC | 1,422 | $64K | 0.0% | +103.1% | 0.050% | |
8/4/2022 | Beaumont Financial Partners LLC | 311,011 | $14.11M | 1.3% | +3.0% | 10.913% | |
8/2/2022 | Financial Advisory Service Inc. | 29,100 | $1.32M | 0.1% | -22.4% | 1.021% | |
8/1/2022 | Essex Financial Services Inc. | 4,840 | $220K | 0.0% | +27.7% | 0.170% | |
7/29/2022 | Total Clarity Wealth Management Inc. | 1,536 | $70K | 0.0% | N/A | 0.054% | |
7/20/2022 | Macroview Investment Management LLC | 3,413 | $155K | 0.3% | N/A | 0.120% | |
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7/19/2022 | Commonwealth Equity Services LLC | 4,559 | $206K | 0.0% | N/A | 0.160% | |
7/18/2022 | Wealth Enhancement Advisory Services LLC | 251,052 | $11.25M | 0.2% | +13.2% | 8.809% | |
7/13/2022 | Allworth Financial LP | 7,230 | $328K | 0.0% | N/A | 0.226% | |
7/8/2022 | Pure Financial Advisors LLC | 9,657 | $438K | 0.0% | -10.8% | 0.302% | |
5/12/2022 | Bison Wealth LLC | 561 | $31K | 0.0% | N/A | 0.018% | |
5/12/2022 | Dana Investment Advisors Inc. | 6,569 | $361K | 0.0% | N/A | 0.209% | |
5/12/2022 | Financial Services Advisory Inc | 7,042 | $387K | 0.6% | N/A | 0.224% | |
5/10/2022 | Mercer Global Advisors Inc. ADV | 155,139 | $8.52M | 0.1% | -2.3% | 4.925% | |
5/10/2022 | Catalyst Capital Advisors LLC | 3,997 | $219K | 0.0% | +153.5% | 0.127% | |
5/9/2022 | Beaumont Financial Partners LLC | 301,915 | $16.58M | 1.3% | +3.3% | 9.585% | |