4/24/2024 | Dakota Wealth Management | 347,395 | $15.08M | 0.4% | N/A | 7.807% | |
4/22/2024 | Legacy CG LLC | 407,620 | $17.69M | 6.4% | +11.3% | 9.160% | |
3/5/2024 | Slagle Financial LLC | 63,252 | $2.76M | 0.3% | +122.0% | 1.710% | |
2/12/2024 | Condor Capital Management | 100,313 | $4.37M | 0.5% | N/A | 2.711% | |
2/12/2024 | Goldstein Advisors LLC | 16,393 | $715K | 0.1% | -96.5% | 0.443% | |
2/9/2024 | Orion Portfolio Solutions LLC | 856,068 | $37.17M | 0.4% | +84.6% | 23.137% | |
|
2/1/2024 | CWM LLC | 1,163 | $51K | 0.0% | N/A | 0.031% | |
1/31/2024 | Flynn Zito Capital Management LLC | 5,494 | $240K | 0.2% | N/A | 0.148% | |
1/30/2024 | Legacy CG LLC | 366,315 | $15.97M | 6.1% | N/A | 9.900% | |
1/24/2024 | Ledge Wealth Management Inc. | 329,607 | $14.37M | 5.6% | +2.4% | 8.908% | |
1/12/2024 | Advisor Resource Council | 25,154 | $1.10M | 0.1% | N/A | 0.680% | |
11/13/2023 | LPL Financial LLC | 164,611 | $6.88M | 0.0% | +0.6% | 4.449% | |
11/1/2023 | Orion Portfolio Solutions LLC | 463,858 | $19.38M | 0.2% | -45.4% | 12.537% | |
10/25/2023 | Levy Wealth Management Group LLC | 5,673 | $237K | 0.1% | -37.5% | 0.153% | |
10/24/2023 | Ledge Wealth Management Inc. | 321,780 | $13.44M | 6.0% | +2.0% | 8.697% | |
10/23/2023 | Commonwealth Equity Services LLC | 81,318 | $3.40M | 0.0% | +5.2% | 2.198% | |
10/18/2023 | Goldstein Advisors LLC | 463,539 | $19.37M | 4.0% | +5.9% | 12.528% | |
10/11/2023 | AE Wealth Management LLC | 28,738 | $1.20M | 0.0% | +2.5% | 0.777% | |
8/17/2023 | Orion Portfolio Solutions LLC | 849,808 | $36.38M | 0.4% | +100.1% | 22.968% | |
8/14/2023 | Orion Portfolio Solutions LLC | 412,716 | $36.38M | 0.4% | -2.8% | 11.154% | |
8/14/2023 | Slagle Financial LLC | 27,828 | $1.19M | 0.7% | N/A | 0.752% | |
8/10/2023 | Commonwealth Equity Services LLC | 77,271 | $3.31M | 0.0% | +103.3% | 2.088% | |
8/4/2023 | Envestnet Asset Management Inc. | 27,803 | $1.19M | 0.0% | -4.6% | 0.751% | |
7/31/2023 | Fortitude Advisory Group L.L.C. | 5,789 | $248K | 0.2% | +19.8% | 0.156% | |
7/21/2023 | Goldstein Advisors LLC | 437,820 | $18.74M | 3.9% | +33.7% | 12.509% | |
7/12/2023 | Ledge Wealth Management Inc. | 315,443 | $13.50M | 6.5% | +2.2% | 9.013% | |
7/10/2023 | AE Wealth Management LLC | 28,040 | $1.20M | 0.0% | N/A | 0.801% | |
5/10/2023 | LPL Financial LLC | 163,493 | $7.14M | 0.0% | -0.5% | 4.671% | |
5/9/2023 | Goldstein Advisors LLC | 327,430 | $14.30M | 3.1% | +2.7% | 9.355% | |
5/5/2023 | Levy Wealth Management Group LLC | 9,082 | $397K | 0.1% | -8.1% | 0.259% | |
4/14/2023 | Ledge Wealth Management Inc. | 308,671 | $13.49M | 6.4% | +28.4% | 8.819% | |
2/8/2023 | Levy Wealth Management Group LLC | 9,886 | $423K | 0.1% | N/A | 0.291% | |
2/8/2023 | Orion Portfolio Solutions LLC | 13,985 | $598K | 0.0% | +14.4% | 0.411% | |
2/7/2023 | Commonwealth Equity Services LLC | 9,901 | $423K | 0.0% | N/A | 0.291% | |
2/7/2023 | LPL Financial LLC | 164,318 | $7.03M | 0.0% | +337.1% | 4.833% | |
2/7/2023 | Envestnet Asset Management Inc. | 27,222 | $1.16M | 0.0% | -10.4% | 0.801% | |
2/6/2023 | Brinker Capital Investments LLC | 405,732 | $17.35M | 0.3% | +3.7% | 11.933% | |
2/3/2023 | Goldstein Advisors LLC | 318,739 | $13.63M | 3.3% | N/A | 9.375% | |
2/3/2023 | Ledge Wealth Management Inc. | 240,374 | $10.28M | 4.7% | N/A | 7.070% | |
11/9/2022 | Orion Portfolio Solutions LLC | 12,228 | $519K | 0.0% | -5.7% | 0.470% | |
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11/1/2022 | Brinker Capital Investments LLC | 391,360 | $16.60M | 0.3% | -2.8% | 15.052% | |
8/15/2022 | Core Wealth Advisors Inc. | 51,443 | $2.26M | 1.4% | N/A | 1.941% | |
7/18/2022 | Brinker Capital Investments LLC | 402,679 | $17.69M | 0.3% | -3.3% | 15.195% | |
7/14/2022 | Orion Portfolio Solutions LLC | 12,968 | $570K | 0.0% | +11.3% | 0.489% | |
5/16/2022 | Brinker Capital Investments LLC | 416,267 | $19.39M | 0.3% | +46.1% | 16.010% | |
5/4/2022 | Ameritas Advisory Services LLC | 19,172 | $893K | 0.0% | N/A | 0.737% | |
2/9/2022 | Orion Portfolio Solutions LLC | 8,016 | $397K | 0.0% | -23.6% | 0.334% | |
2/8/2022 | Brinker Capital Investments LLC | 284,908 | $14.12M | 0.2% | +30.2% | 11.871% | |
2/7/2022 | American Century Companies Inc. | 1,973,189 | $97.81M | 0.1% | +23.0% | 82.216% | |
11/10/2021 | American Century Companies Inc. | 1,603,689 | $80.42M | 0.1% | N/A | 80.184% | |
11/10/2021 | Orion Portfolio Solutions LLC | 10,487 | $526K | 0.0% | N/A | 0.524% | |