4/23/2024 | Strategic Blueprint LLC | 154,408 | $4.19M | 0.3% | +2.6% | 1.955% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 105,670 | $2.87M | 0.1% | -2.9% | 1.031% | |
4/18/2024 | Miracle Mile Advisors LLC | 1,494,559 | $40.59M | 1.0% | -12.8% | 14.581% | |
4/15/2024 | Brookstone Capital Management | 59,575 | $1.62M | 0.0% | +18.2% | 0.581% | |
4/10/2024 | BCS Wealth Management | 21,819 | $593K | 0.2% | +1.8% | 0.213% | |
3/6/2024 | SageView Advisory Group LLC | 116,197 | $2.99M | 0.1% | +15.6% | 1.134% | |
|
2/15/2024 | Financial Network Wealth Advisors LLC | 11,891 | $306K | 0.3% | N/A | 0.116% | |
2/14/2024 | Personal CFO Solutions LLC | 412,922 | $10.62M | 1.8% | -1.2% | 4.029% | |
2/12/2024 | Tradition Wealth Management LLC | 106,074 | $2.73M | 0.3% | -3.3% | 1.035% | |
2/9/2024 | SageView Advisory Group LLC | 116,197 | $2.99M | 0.1% | +15.6% | 1.134% | |
2/8/2024 | Janney Montgomery Scott LLC | 93,442 | $2.40M | 0.0% | -3.6% | 0.912% | |
2/7/2024 | Avantax Advisory Services Inc. | 25,055 | $645K | 0.0% | -60.2% | 0.244% | |
2/7/2024 | Berger Financial Group Inc | 34,728 | $894K | 0.1% | -10.4% | 0.339% | |
2/7/2024 | Principal Securities Inc. | 23,212 | $597K | 0.0% | N/A | 0.226% | |
2/7/2024 | Arlington Capital Management Inc. | 8,015 | $206K | 0.2% | N/A | 0.078% | |
2/6/2024 | Lincoln National Corp | 57,378 | $1.48M | 0.0% | -21.6% | 0.560% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 7,818 | $201K | 0.0% | N/A | 0.076% | |
2/6/2024 | Commonwealth Equity Services LLC | 958,782 | $24.67M | 0.0% | -5.7% | 9.354% | |
2/2/2024 | ODonnell Financial Services LLC | 103,784 | $2.67M | 1.3% | -0.5% | 1.013% | |
2/2/2024 | Truist Financial Corp | 22,925 | $590K | 0.0% | -8.5% | 0.224% | |
2/1/2024 | Corrado Advisors LLC | 149,972 | $3.86M | 3.2% | -2.4% | 1.463% | |
2/1/2024 | CWM LLC | 49,027 | $1.26M | 0.0% | +16.6% | 0.478% | |
1/25/2024 | Strategic Blueprint LLC | 150,493 | $3.87M | 0.3% | +1.3% | 1.468% | |
1/24/2024 | Stratos Wealth Advisors LLC | 30,890 | $795K | 0.0% | -6.0% | 0.301% | |
1/23/2024 | Straight Path Wealth Management | 12,742 | $328K | 0.2% | +6.7% | 0.124% | |
1/23/2024 | Beacon Financial Advisory LLC | 10,885 | $280K | 0.1% | N/A | 0.106% | |
1/22/2024 | Miracle Mile Advisors LLC | 1,713,100 | $44.08M | 1.2% | -3.0% | 16.713% | |
1/16/2024 | 3EDGE Asset Management LP | 23,868 | $614K | 0.0% | -15.1% | 0.233% | |
1/12/2024 | SMI Advisory Services LLC | 2,200,083 | $56.17M | 14.2% | N/A | 21.464% | |
1/12/2024 | Global Strategic Investment Solutions LLC | 78,289 | $2.01M | 0.2% | -8.5% | 0.764% | |
1/11/2024 | Brookstone Capital Management | 50,382 | $1.30M | 0.0% | -22.0% | 0.492% | |
1/11/2024 | FORVIS Wealth Advisors LLC | 108,853 | $2.80M | 0.1% | -10.0% | 1.062% | |
1/11/2024 | BCS Wealth Management | 21,425 | $551K | 0.2% | -3.0% | 0.209% | |
1/8/2024 | Fragasso Group Inc. | 24,658 | $634K | 0.1% | -1.6% | 0.241% | |
11/13/2023 | Personal CFO Solutions LLC | 418,066 | $10.10M | 2.0% | -0.9% | 4.079% | |
11/13/2023 | Kestra Advisory Services LLC | 20,788 | $502K | 0.0% | +2.5% | 0.203% | |
11/8/2023 | HighTower Advisors LLC | 33,191 | $803K | 0.0% | -93.8% | 0.324% | |
11/8/2023 | Janney Montgomery Scott LLC | 96,928 | $2.34M | 0.0% | -0.6% | 0.946% | |
11/8/2023 | Avantax Advisory Services Inc. | 62,930 | $1.52M | 0.0% | +1.1% | 0.614% | |
11/6/2023 | Sigma Planning Corp | 17,543 | $424K | 0.0% | -33.6% | 0.171% | |
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11/6/2023 | Corrado Advisors LLC | 153,691 | $3.71M | 2.6% | -1.0% | 1.499% | |
11/6/2023 | Lincoln National Corp | 73,203 | $1.77M | 0.0% | +30.6% | 0.714% | |
10/31/2023 | Allworth Financial LP | 9,775 | $236K | 0.0% | N/A | 0.095% | |
10/31/2023 | Straight Path Wealth Management | 11,942 | $288K | 0.2% | +8.6% | 0.117% | |
10/26/2023 | FORVIS Wealth Advisors LLC | 120,985 | $2.92M | 0.1% | -2.3% | 1.180% | |
10/25/2023 | Miracle Mile Advisors LLC | 1,765,299 | $42.63M | 1.3% | +5.0% | 17.222% | |
10/24/2023 | Stratos Wealth Advisors LLC | 32,857 | $793K | 0.1% | -38.9% | 0.321% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 10,460 | $253K | 0.0% | +11.5% | 0.102% | |
10/23/2023 | Commonwealth Equity Services LLC | 1,016,829 | $24.55M | 0.1% | -4.1% | 9.920% | |
10/20/2023 | Brookstone Capital Management | 64,601 | $1.54M | 0.0% | -6.6% | 0.630% | |
10/20/2023 | ODonnell Financial Services LLC | 104,309 | $2.52M | 1.4% | -88.3% | 1.018% | |
10/20/2023 | Cardinal Point Capital Management ULC | 43,290 | $1.05M | 0.3% | +5.6% | 0.422% | |
10/18/2023 | Strategic Blueprint LLC | 148,569 | $3.59M | 0.3% | +1.2% | 1.449% | |
10/16/2023 | 3EDGE Asset Management LP | 28,112 | $667K | 0.1% | +11.6% | 0.274% | |
10/13/2023 | Global Strategic Investment Solutions LLC | 85,517 | $2.07M | 0.3% | -77.2% | 0.834% | |
10/12/2023 | IFP Advisors Inc | 30,970 | $748K | 0.0% | +154.6% | 0.302% | |
10/12/2023 | WPWealth LLP | 94,298 | $2.28M | 0.9% | -6.2% | 0.920% | |
10/12/2023 | BCS Wealth Management | 22,077 | $533K | 0.2% | -2.1% | 0.215% | |
10/11/2023 | AE Wealth Management LLC | 10,309 | $249K | 0.0% | N/A | 0.101% | |
10/11/2023 | CWM LLC | 42,055 | $1.02M | 0.0% | +15.7% | 0.410% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 6,299 | $152K | 0.1% | N/A | 0.061% | |
8/14/2023 | Cerity Partners LLC | 1,414,982 | $35.26M | 0.1% | -0.6% | 13.805% | |
8/11/2023 | SageView Advisory Group LLC | 100,603 | $2.51M | 0.1% | +66.2% | 0.783% | |
8/11/2023 | Kestra Advisory Services LLC | 20,288 | $506K | 0.0% | N/A | 0.158% | |
8/10/2023 | Osaic Holdings Inc. | 212,313 | $5.29M | 0.0% | +290.1% | 1.652% | |
8/10/2023 | Personal CFO Solutions LLC | 422,011 | $10.52M | 2.1% | +1.4% | 3.284% | |
8/10/2023 | Commonwealth Equity Services LLC | 1,060,843 | $26.44M | 0.1% | +656.2% | 8.256% | |
8/10/2023 | Corrado Advisors LLC | 155,234 | $3.87M | 2.7% | -1.0% | 1.208% | |
8/10/2023 | Berger Financial Group Inc | 38,766 | $966K | 0.1% | N/A | 0.302% | |
8/10/2023 | Cetera Advisors LLC | 144,918 | $3.61M | 0.1% | +1,353.8% | 1.128% | |
8/10/2023 | Cetera Advisor Networks LLC | 25,013 | $623K | 0.0% | N/A | 0.195% | |
8/10/2023 | Cardinal Point Capital Management ULC | 40,990 | $1.02M | 0.3% | +102.5% | 0.319% | |
8/10/2023 | Cetera Investment Advisers | 9,035 | $225K | 0.0% | N/A | 0.070% | |
8/8/2023 | RiverTree Advisors LLC | 83,928 | $2.09M | 1.5% | N/A | 0.653% | |
8/8/2023 | FORVIS Wealth Advisors LLC | 123,784 | $3.09M | 0.1% | -1.1% | 0.963% | |
8/8/2023 | ODonnell Financial Services LLC | 893,004 | $22.25M | 13.4% | N/A | 6.949% | |
8/7/2023 | Lincoln National Corp | 56,071 | $1.40M | 0.0% | -2.4% | 0.436% | |
8/4/2023 | Envestnet Asset Management Inc. | 130,729 | $3.26M | 0.0% | +131.9% | 1.017% | |
8/4/2023 | Pillar Wealth Advisors LLC | 14,975 | $373K | 0.3% | N/A | 0.117% | |
8/4/2023 | IFP Advisors Inc | 12,163 | $306K | 0.0% | +1,024.1% | 0.095% | |
8/3/2023 | CWM LLC | 36,357 | $906K | 0.0% | +14.8% | 0.283% | |
8/3/2023 | Coldstream Capital Management Inc. | 9,819 | $245K | 0.0% | N/A | 0.076% | |
8/2/2023 | Wealth Alliance | 16,800 | $419K | 0.1% | N/A | 0.131% | |
8/2/2023 | Sigma Planning Corp | 26,426 | $659K | 0.0% | +186.3% | 0.206% | |
8/1/2023 | Truist Financial Corp | 22,310 | $556K | 0.0% | +167.4% | 0.174% | |
7/31/2023 | WealthPLAN Partners LLC | 7,393 | $184K | 0.0% | -13.2% | 0.058% | |
7/28/2023 | Worth Financial Advisory Group LLC | 10,500 | $262K | 0.2% | N/A | 0.082% | |
7/26/2023 | Alera Investment Advisors LLC | 23,245 | $579K | 0.1% | +2.2% | 0.181% | |
7/26/2023 | Michael S. Ryan Inc. | 22,926 | $571K | 0.5% | N/A | 0.178% | |
7/26/2023 | Janney Montgomery Scott LLC | 97,535 | $2.43M | 0.0% | +235.6% | 0.759% | |
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7/26/2023 | Straight Path Wealth Management | 10,992 | $274K | 0.2% | N/A | 0.086% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 9,383 | $234K | 0.0% | N/A | 0.073% | |
7/25/2023 | Raymond James & Associates | 17,579 | $438K | 0.0% | N/A | 0.137% | |
7/20/2023 | Bourgeon Capital Management LLC | 1,700 | $42K | 0.0% | N/A | 0.013% | |
7/20/2023 | PFG Advisors | 8,471 | $211K | 0.0% | N/A | 0.066% | |
7/19/2023 | BCS Wealth Management | 22,555 | $562K | 0.4% | +27.9% | 0.176% | |
7/18/2023 | Compass Advisory Group LLC | 9,919 | $247K | 0.1% | N/A | 0.077% | |
7/18/2023 | Stratos Wealth Advisors LLC | 53,749 | $1.34M | 0.1% | -1.2% | 0.418% | |
7/14/2023 | 3EDGE Asset Management LP | 25,184 | $628K | 0.0% | N/A | 0.196% | |
7/14/2023 | Transform Wealth LLC | 176,938 | $4.41M | 0.4% | N/A | 1.377% | |