4/23/2024 | Strategic Blueprint LLC | 2,462 | $211K | 0.0% | N/A | 0.091% | |
4/19/2024 | KFG Wealth Management LLC | 57,504 | $4.93M | 2.0% | -0.9% | 3.485% | |
4/16/2024 | Capital Asset Advisory Services LLC | 10,859 | $922K | 0.1% | -5.6% | 0.658% | |
4/15/2024 | Sound Income Strategies LLC | 60,607 | $5.20M | 0.4% | +9.7% | 3.673% | |
2/14/2024 | Vista Investment Management | 5,102 | $429K | 0.2% | -5.8% | 0.309% | |
2/13/2024 | Trademark Financial Management LLC | 3,925 | $330K | 0.2% | N/A | 0.238% | |
|
2/12/2024 | Focus Financial Network Inc. ADV | 22,628 | $1.90M | 0.1% | N/A | 1.371% | |
2/8/2024 | MinichMacGregor Wealth Management LLC | 79,631 | $6.69M | 1.9% | -13.0% | 4.826% | |
2/6/2024 | Axxcess Wealth Management LLC | 11,500 | $967K | 0.0% | N/A | 0.697% | |
2/2/2024 | Atria Wealth Solutions Inc. | 2,573 | $216K | 0.0% | N/A | 0.156% | |
1/31/2024 | KFG Wealth Management LLC | 58,015 | $4.88M | 2.2% | +10.7% | 3.516% | |
1/26/2024 | Eagle Strategies LLC | 2,596 | $218K | 0.0% | N/A | 0.157% | |
1/23/2024 | Advisory Alpha LLC | 2,580 | $217K | 0.0% | -17.1% | 0.156% | |
1/19/2024 | PFG Advisors | 6,947 | $584K | 0.0% | -2.2% | 0.421% | |
1/19/2024 | Sharkey Howes & Javer | 17,004 | $1.43M | 0.3% | N/A | 1.031% | |
1/10/2024 | Sound Income Strategies LLC | 55,262 | $4.65M | 0.4% | +4.6% | 3.349% | |
1/10/2024 | Dfpg Investments LLC | 61,690 | $5.17M | 0.4% | +3.3% | 3.739% | |
1/9/2024 | Capital Asset Advisory Services LLC | 11,500 | $967K | 0.1% | N/A | 0.697% | |
11/15/2023 | Townsquare Capital LLC | 58,609 | $4.88M | 0.1% | +5.5% | 3.552% | |
11/13/2023 | Vista Investment Management | 5,414 | $451K | 0.2% | +17.1% | 0.328% | |
11/13/2023 | LPL Financial LLC | 52,821 | $4.40M | 0.0% | -7.3% | 3.201% | |
11/13/2023 | Rathbones Group PLC | 2,994 | $249K | 0.0% | N/A | 0.181% | |
11/13/2023 | Robertson Stephens Wealth Management LLC | 52,124 | $4.34M | 0.3% | +4.5% | 3.159% | |
10/27/2023 | AlphaQ Advisors LLC | 5,640 | $470K | 0.4% | +2.3% | 0.342% | |
10/17/2023 | KFG Wealth Management LLC | 52,427 | $4.37M | 2.4% | -0.6% | 3.177% | |
10/16/2023 | MinichMacGregor Wealth Management LLC | 91,558 | $7.63M | 2.5% | +0.7% | 5.549% | |
10/13/2023 | PFG Advisors | 7,100 | $591K | 0.1% | -7.2% | 0.430% | |
10/12/2023 | IFP Advisors Inc | 8,014 | $668K | 0.0% | +7,460.4% | 0.486% | |
10/12/2023 | Sound Income Strategies LLC | 52,845 | $4.40M | 0.4% | +5.8% | 3.203% | |
10/11/2023 | Worth Asset Management LLC | 4,209 | $351K | 0.3% | N/A | 0.255% | |
8/15/2023 | Vista Investment Management | 4,623 | $387K | 0.2% | -30.9% | 0.280% | |
8/15/2023 | BOS Asset Management LLC | 7,789 | $653K | 0.5% | -60.0% | 0.472% | |
8/14/2023 | Buckingham Strategic Partners | 6,053 | $507K | 0.0% | N/A | 0.367% | |
8/11/2023 | Robertson Stephens Wealth Management LLC | 49,901 | $4.18M | 0.3% | -0.9% | 3.024% | |
8/10/2023 | Cetera Advisor Networks LLC | 8,651 | $725K | 0.0% | -1.6% | 0.524% | |
8/9/2023 | Flow Traders U.S. LLC | 7,046 | $590K | 0.0% | -38.6% | 0.427% | |
7/31/2023 | LPL Financial LLC | 56,988 | $4.77M | 0.0% | -8.5% | 3.454% | |
7/28/2023 | Lion Street Advisors LLC | 3,000 | $263K | 0.1% | N/A | 0.182% | |
7/24/2023 | Dfpg Investments LLC | 55,511 | $4.66M | 0.4% | +6.2% | 3.364% | |
7/20/2023 | PFG Advisors | 7,651 | $641K | 0.0% | -3.9% | 0.464% | |
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7/18/2023 | KFG Wealth Management LLC | 52,740 | $4.42M | 2.6% | +2.8% | 3.196% | |
7/13/2023 | MinichMacGregor Wealth Management LLC | 90,896 | $7.62M | 2.4% | +1.1% | 5.509% | |
7/10/2023 | Sound Income Strategies LLC | 49,943 | $4.18M | 0.4% | +6.2% | 3.027% | |
5/16/2023 | BOS Asset Management LLC | 19,479 | $1.61M | 1.3% | -15.9% | 1.181% | |
5/11/2023 | Connectus Wealth LLC | 88,196 | $7.32M | 0.2% | +2.4% | 5.345% | |
5/11/2023 | Robertson Stephens Wealth Management LLC | 50,358 | $4.17M | 0.3% | N/A | 3.052% | |
5/10/2023 | LPL Financial LLC | 62,264 | $5.15M | 0.0% | +3.8% | 3.774% | |
4/21/2023 | PFG Advisors | 7,958 | $659K | 0.1% | -13.9% | 0.482% | |
4/19/2023 | MinichMacGregor Wealth Management LLC | 89,864 | $7.44M | 2.5% | -0.8% | 5.446% | |
4/14/2023 | KFG Wealth Management LLC | 51,328 | $4.23M | 2.9% | +5.1% | 3.111% | |
4/11/2023 | Dfpg Investments LLC | 52,264 | $4.33M | 0.5% | N/A | 3.168% | |
4/10/2023 | Sound Income Strategies LLC | 47,042 | $3.89M | 0.4% | +6.6% | 2.851% | |
3/6/2023 | OLD Mission Capital LLC | 985 | $81K | 0.0% | N/A | 0.062% | |
2/15/2023 | BOS Asset Management LLC | 23,153 | $1.90M | 1.7% | N/A | 1.447% | |
2/13/2023 | Heritage Wealth Management LLC | 30,116 | $2.47M | 0.4% | +94.3% | 1.882% | |
2/10/2023 | Advisor Group Holdings Inc. | 64,393 | $5.28M | 0.0% | -2.0% | 4.025% | |
2/10/2023 | Laffer Tengler Investments | 8,780 | $720K | 0.2% | +4.3% | 0.549% | |
2/7/2023 | Connectus Wealth LLC | 86,095 | $7.08M | 0.2% | -4.6% | 5.381% | |
2/7/2023 | LPL Financial LLC | 59,960 | $4.92M | 0.0% | -23.1% | 3.748% | |
2/7/2023 | Envestnet Asset Management Inc. | 50,076 | $4.11M | 0.0% | -1.9% | 3.130% | |
1/20/2023 | Lion Street Advisors LLC | 3,000 | $263K | 0.1% | N/A | 0.188% | |
1/18/2023 | KFG Wealth Management LLC | 48,824 | $4.00M | 4.1% | N/A | 3.052% | |
1/13/2023 | Dynamic Advisor Solutions LLC | 32,720 | $2.68M | 0.2% | -2.8% | 2.111% | |
1/11/2023 | Sound Income Strategies LLC | 44,118 | $3.62M | 0.5% | N/A | 2.941% | |
1/9/2023 | MinichMacGregor Wealth Management LLC | 90,592 | $7.43M | 2.7% | -1.2% | 6.039% | |
11/15/2022 | Flow Traders U.S. LLC | 41,557 | $3.33M | 0.2% | N/A | 3.197% | |
11/14/2022 | Heritage Wealth Management LLC | 15,499 | $1.24M | 0.4% | +21.6% | 1.192% | |
11/14/2022 | MML Investors Services LLC | 12,851 | $1.03M | 0.0% | +29.6% | 0.989% | |
11/10/2022 | Envestnet Asset Management Inc. | 51,049 | $4.09M | 0.0% | +20.3% | 3.927% | |
11/10/2022 | Laffer Tengler Investments | 8,421 | $674K | 0.2% | -15.7% | 0.648% | |
11/10/2022 | Connectus Wealth LLC | 90,219 | $7.25M | 0.2% | -74.9% | 6.940% | |
11/10/2022 | UBS Group AG | 35,659 | $2.86M | 0.0% | -4.0% | 2.743% | |
11/8/2022 | IFP Advisors Inc | 5,648 | $572K | 0.0% | +5.6% | 0.434% | |
10/24/2022 | Smith Anglin Financial LLC | 3,969 | $318K | 0.1% | N/A | 0.305% | |
10/20/2022 | Dynamic Advisor Solutions LLC | 33,671 | $2.70M | 0.2% | +9.8% | 2.590% | |
8/15/2022 | Heritage Wealth Management LLC | 12,748 | $1.01M | 0.3% | N/A | 0.879% | |
8/13/2022 | Concourse Financial Group Securities Inc. | 18,931 | $1.51M | 0.1% | +148.7% | 1.306% | |
8/11/2022 | Cetera Advisor Networks LLC | 5,026 | $399K | 0.0% | +20.7% | 0.347% | |
8/8/2022 | Connectus Wealth LLC | 359,987 | $28.66M | 0.7% | -33.9% | 24.827% | |
8/3/2022 | Envestnet Asset Management Inc. | 42,430 | $3.37M | 0.0% | +68.0% | 2.926% | |
7/29/2022 | Retirement Capital Strategies | 142,169 | $11.30M | 5.1% | -10.3% | 9.805% | |
7/28/2022 | D.A. Davidson & CO. | 2,756 | $219K | 0.0% | -4.7% | 0.190% | |
7/27/2022 | Dynamic Advisor Solutions LLC | 30,659 | $2.44M | 0.2% | +18.4% | 2.114% | |
7/13/2022 | PFG Advisors | 9,285 | $738K | 0.1% | -1.9% | 0.619% | |
7/13/2022 | MinichMacGregor Wealth Management LLC | 91,782 | $7.29M | 3.0% | -27.6% | 6.119% | |
5/6/2022 | Connectus Wealth LLC | 544,315 | $47.95M | 1.5% | N/A | 27.216% | |
5/4/2022 | Advisor Group Holdings Inc. | 75,798 | $6.60M | 0.0% | +160.7% | 3.790% | |
5/4/2022 | Envestnet Asset Management Inc. | 25,254 | $2.20M | 0.0% | +27.9% | 1.263% | |
4/26/2022 | MinichMacGregor Wealth Management LLC | 126,827 | $11.05M | 3.5% | N/A | 6.187% | |
4/21/2022 | Retirement Capital Strategies | 158,570 | $13.56M | 5.4% | N/A | 7.929% | |
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4/19/2022 | PFG Advisors | 9,466 | $825K | 0.1% | +2.5% | 0.485% | |
4/11/2022 | Dynamic Advisor Solutions LLC | 25,904 | $2.26M | 0.2% | +29.9% | 1.328% | |
2/16/2022 | Flow Traders U.S. LLC | 31,598 | $2.78M | 0.1% | -38.9% | 1.708% | |
2/14/2022 | LPL Financial LLC | 46,003 | $4.05M | 0.0% | +19.7% | 2.487% | |
2/10/2022 | Guardian Capital Advisors LP | 3,203 | $282K | 0.0% | -5.2% | 0.173% | |
2/7/2022 | Concourse Financial Group Securities Inc. | 7,504 | $660K | 0.0% | +2.1% | 0.429% | |
2/4/2022 | Envestnet Asset Management Inc. | 19,751 | $1.74M | 0.0% | +5.1% | 1.129% | |
2/3/2022 | Advisor Group Holdings Inc. | 29,072 | $2.56M | 0.0% | +36.3% | 1.661% | |
2/3/2022 | JFS Wealth Advisors LLC | 584 | $51K | 0.0% | N/A | 0.033% | |
1/31/2022 | D.A. Davidson & CO. | 9,055 | $797K | 0.0% | -8.7% | 0.517% | |