4/23/2025 | Creative Financial Designs Inc. ADV | 673,268 | $15.99M | 1.3% | -1.0% | 4.156% | |
4/17/2025 | Vicus Capital | 74,972 | $1.78M | 0.2% | +1.1% | 0.463% | |
2/18/2025 | Mosaic Family Wealth Partners LLC | 8,650 | $203K | 0.0% | N/A | 0.068% | |
2/18/2025 | Continuum Advisory LLC | 1,280 | $30K | 0.0% | +275.4% | 0.010% | |
2/13/2025 | United Capital Financial Advisors LLC | 37,709 | $884K | 0.0% | N/A | 0.297% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 680,277 | $15.95M | 1.3% | +1.9% | 5.357% | |
2/10/2025 | Bare Financial Services Inc | 534,964 | $12.54M | 5.0% | +8.7% | 4.212% | |
2/10/2025 | EverSource Wealth Advisors LLC | 23,505 | $551K | 0.0% | -33.6% | 0.185% | |
2/4/2025 | Transcendent Capital Group LLC | 1,638 | $38K | 0.0% | +423.3% | 0.013% | |
1/30/2025 | Vicus Capital | 74,180 | $1.74M | 0.2% | +7.3% | 0.584% | |
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1/29/2025 | AIFG Consultants Ltd. | 18,136 | $425K | 0.7% | -26.0% | 0.143% | |
1/24/2025 | Trust Point Inc. | 42,358 | $993K | 0.1% | +5.1% | 0.334% | |
1/23/2025 | Strategic Blueprint LLC | 15,166 | $355K | 0.0% | +41.2% | 0.119% | |
12/26/2024 | JPMorgan Chase & Co. | 66,904 | $1.61M | 0.0% | N/A | 0.527% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 667,785 | $16.08M | 1.4% | +20.3% | 5.258% | |
10/25/2024 | Strategic Blueprint LLC | 10,740 | $259K | 0.0% | -8.2% | 0.085% | |
10/21/2024 | Vicus Capital | 69,130 | $1.67M | 0.1% | +12.3% | 0.544% | |
10/21/2024 | AIFG Consultants Ltd. | 24,514 | $590K | 0.4% | -18.6% | 0.193% | |
10/17/2024 | Trust Point Inc. | 40,301 | $970K | 0.1% | -22.8% | 0.317% | |
8/14/2024 | EverSource Wealth Advisors LLC | 49,029 | $1.16M | 0.1% | +343.7% | 0.386% | |
7/23/2024 | Vicus Capital | 61,553 | $1.44M | 0.1% | +5.8% | 0.485% | |
4/17/2024 | Vicus Capital | 58,176 | $1.37M | 0.1% | +2.8% | 0.524% | |
2/9/2024 | EverSource Wealth Advisors LLC | 11,146 | $263K | 0.0% | +630.4% | 0.100% | |
2/6/2024 | Bare Financial Services Inc | 122,493 | $2.89M | 5.8% | N/A | 1.104% | |
2/1/2024 | Vicus Capital | 56,574 | $1.34M | 0.1% | +1.6% | 0.510% | |
1/23/2024 | Trust Point Inc. | 55,098 | $1.30M | 0.1% | N/A | 0.496% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 455,283 | $10.74M | 1.1% | -4.6% | 4.102% | |
11/4/2023 | EverSource Wealth Advisors LLC | 1,526 | $35K | 0.0% | -46.9% | 0.014% | |
10/23/2023 | Vicus Capital | 55,670 | $1.26M | 0.1% | +16.9% | 0.502% | |
10/18/2023 | Strategic Blueprint LLC | 11,729 | $266K | 0.0% | N/A | 0.106% | |
8/17/2023 | Vicus Capital | 47,642 | $1.10M | 0.1% | +43.5% | 0.429% | |
8/4/2023 | EverSource Wealth Advisors LLC | 2,876 | $66K | 0.0% | -27.9% | 0.025% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 458,973 | $10.60M | 1.2% | +66.8% | 4.062% | |
5/5/2023 | Silver Oak Securities Incorporated | 57,996 | $1.36M | 0.2% | +196.6% | 0.569% | |
5/2/2023 | Vicus Capital | 33,209 | $777K | 0.1% | N/A | 0.326% | |
4/26/2023 | James Investment Research Inc. | 3,129 | $73K | 0.0% | +397.5% | 0.031% | |
4/25/2023 | Creative Financial Designs Inc. ADV | 275,094 | $6.44M | 0.8% | -0.2% | 2.697% | |
3/6/2023 | OLD Mission Capital LLC | 6,513 | $150K | 0.0% | N/A | 0.069% | |
2/1/2023 | Creative Financial Designs Inc. ADV | 275,553 | $6.35M | 0.9% | +34.5% | 2.901% | |
11/1/2022 | Creative Financial Designs Inc. ADV | 204,843 | $4.64M | 0.8% | +2.6% | 1.829% | |
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10/31/2022 | James Investment Research Inc. | 3,208 | $73K | 0.0% | +18.5% | 0.029% | |
10/27/2022 | Absolute Capital Management LLC | 3,122 | $71K | 0.1% | N/A | 0.028% | |
8/13/2022 | PAX Financial Group LLC | 341,519 | $7.99M | 2.0% | +24.1% | 3.521% | |
8/12/2022 | Financial Advocates Investment Management | 29,924 | $700K | 0.1% | -14.3% | 0.308% | |
8/11/2022 | Cetera Investment Advisers | 20,956 | $490K | 0.0% | -6.6% | 0.216% | |
8/11/2022 | Keel Point LLC | 75,019 | $1.79M | 0.3% | +14.2% | 0.773% | |
8/10/2022 | Inspire Investing LLC | 1,672,226 | $39.13M | 5.2% | +3.6% | 17.239% | |
8/3/2022 | Envestnet Asset Management Inc. | 133,636 | $3.13M | 0.0% | -1.9% | 1.378% | |
8/3/2022 | AE Wealth Management LLC | 14,576 | $341K | 0.0% | +4.6% | 0.150% | |
8/2/2022 | Avantax Advisory Services Inc. | 28,075 | $657K | 0.0% | -8.6% | 0.289% | |
8/2/2022 | Lincoln National Corp | 14,238 | $333K | 0.0% | N/A | 0.147% | |
8/1/2022 | EverSource Wealth Advisors LLC | 4,037 | $94K | 0.0% | -11.1% | 0.042% | |
8/1/2022 | Creative Financial Designs Inc. ADV | 199,697 | $4.67M | 0.8% | +5.8% | 2.059% | |
7/27/2022 | LVZ Inc. | 78,138 | $1.83M | 0.3% | +2.2% | 0.814% | |
7/20/2022 | Values First Advisors Inc. | 67,543 | $1.58M | 1.1% | +2.7% | 0.704% | |
7/19/2022 | Commonwealth Equity Services LLC | 11,828 | $276K | 0.0% | -27.0% | 0.123% | |
7/19/2022 | Legacy Wealth Asset Management LLC | 152,641 | $3.57M | 1.4% | -4.3% | 1.590% | |
7/11/2022 | Paradiem LLC | 63,481 | $1.49M | 0.6% | -20.0% | 0.661% | |
7/11/2022 | Range Financial Group LLC | 29,058 | $680K | 0.5% | -14.6% | 0.303% | |
5/25/2022 | EverSource Wealth Advisors LLC | 4,542 | $111K | 0.0% | -10.9% | 0.048% | |
5/18/2022 | Range Financial Group LLC | 34,039 | $830K | 0.5% | N/A | 0.358% | |
5/12/2022 | OneAscent Financial Services LLC | 9,930 | $242K | 0.2% | N/A | 0.105% | |
5/12/2022 | Legacy Wealth Asset Management LLC | 159,537 | $3.89M | 1.4% | +7.3% | 1.679% | |
5/10/2022 | PAX Financial Group LLC | 275,153 | $6.71M | 1.6% | +50.2% | 2.896% | |
5/10/2022 | SILVER OAK SECURITIES Inc | 14,713 | $353K | 0.1% | N/A | 0.155% | |
5/4/2022 | Advisor Group Holdings Inc. | 190,909 | $4.66M | 0.0% | +13.8% | 2.010% | |
5/4/2022 | Commonwealth Equity Services LLC | 16,210 | $395K | 0.0% | N/A | 0.171% | |
5/4/2022 | Envestnet Asset Management Inc. | 136,261 | $3.32M | 0.0% | +10.4% | 1.434% | |
5/3/2022 | Values First Advisors Inc. | 65,765 | $1.60M | 1.0% | +5.7% | 0.692% | |
4/28/2022 | Alphastar Capital Management LLC | 88,278 | $2.15M | 0.2% | +6.8% | 0.929% | |
4/27/2022 | Keel Point LLC | 65,709 | $1.60M | 0.2% | +23.0% | 0.692% | |
4/27/2022 | Avantax Advisory Services Inc. | 30,710 | $748K | 0.0% | +18.4% | 0.323% | |
4/25/2022 | Bailard Inc. | 15,125 | $369K | 0.0% | +12.8% | 0.159% | |
4/21/2022 | Inspire Investing LLC | 1,613,864 | $39.35M | 4.6% | -24.3% | 17.169% | |
4/21/2022 | Inspire Advisors LLC | 2,216,628 | $54.05M | 15.2% | +4.0% | 23.581% | |
4/20/2022 | Koshinski Asset Management Inc. | 3,827 | $93K | 0.0% | +137.7% | 0.041% | |
4/20/2022 | McElhenny Sheffield Capital Management LLC | 11,870 | $289K | 0.1% | -48.5% | 0.126% | |
4/19/2022 | LVZ Inc. | 76,455 | $1.86M | 0.3% | +2.4% | 0.813% | |
4/18/2022 | AE Wealth Management LLC | 13,937 | $340K | 0.0% | -50.9% | 0.148% | |
4/15/2022 | Creative Financial Designs Inc. ADV | 188,692 | $4.60M | 0.7% | -50.0% | 2.007% | |
4/15/2022 | Paradiem LLC | 79,397 | $1.91M | 0.6% | +0.7% | 0.845% | |
2/10/2022 | OLD Mission Capital LLC | 8,220 | $212K | 0.0% | N/A | 0.090% | |
1/28/2022 | McDonald Partners LLC | 1,944 | $50K | 0.0% | N/A | 0.021% | |
1/28/2022 | James Investment Research Inc. | 2,302 | $59K | 0.0% | +73.3% | 0.025% | |
1/26/2022 | Creative Financial Designs Inc. ADV | 377,287 | $9.71M | 1.5% | +6.2% | 4.146% | |
10/29/2021 | Harvest Investment Services LLC | 13,112 | $342K | 0.1% | +35.7% | 0.146% | |
10/8/2021 | Creative Financial Designs Inc. ADV | 355,424 | $9.29M | 1.5% | +4.1% | 4.085% | |
8/13/2021 | OLD Mission Capital LLC | 43,756 | $1.15M | 0.0% | N/A | 0.540% | |
8/12/2021 | Strategic Blueprint LLC | 2,112 | $56K | 0.0% | N/A | 0.026% | |
7/31/2021 | AlphaStar Capital Management LLC | 62,421 | $1.64M | 0.2% | +40.1% | 0.800% | |
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7/31/2021 | Creative Financial Designs Inc. ADV | 341,409 | $8.97M | 1.6% | -2.4% | 4.377% | |
5/6/2021 | Harvest Investment Services LLC | 11,176 | $289K | 0.1% | +38.6% | 0.164% | |
5/3/2021 | AlphaStar Capital Management LLC | 44,559 | $1.15M | 0.2% | +15.4% | 0.665% | |
4/30/2021 | Wealthcare Advisory Partners LLC | 5,121 | $132K | 0.0% | N/A | 0.076% | |