11/15/2024 | MML Investors Services LLC | 31,517 | $1.36M | 0.0% | -18.1% | 0.852% | |
11/15/2024 | HighTower Advisors LLC | 70,150 | $3.02M | 0.0% | -1.2% | 1.896% | |
11/15/2024 | Benjamin Edwards Inc. | 6,925 | $298K | 0.0% | N/A | 0.187% | |
11/12/2024 | Penserra Capital Management LLC | 298,639 | $12.87M | 0.3% | +26.1% | 8.071% | |
11/12/2024 | Cerity Partners LLC | 36,846 | $1.59M | 0.0% | +7.9% | 0.996% | |
11/8/2024 | Bellwether Advisors LLC | 17,868 | $770K | 0.1% | -20.2% | 0.483% | |
|
11/4/2024 | Sigma Planning Corp | 15,253 | $657K | 0.0% | -4.8% | 0.412% | |
10/30/2024 | Beacon Financial Advisory LLC | 13,233 | $570K | 0.2% | -10.6% | 0.358% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 8,462 | $365K | 0.0% | -6.5% | 0.229% | |
10/23/2024 | Allworth Financial LP | 1,949 | $84K | 0.0% | -30.8% | 0.053% | |
10/22/2024 | DHJJ Financial Advisors Ltd. | 15,670 | $675K | 0.3% | -7.3% | 0.424% | |
10/22/2024 | Chris Bulman Inc | 43,632 | $1.88M | 1.3% | -3.5% | 1.179% | |
10/22/2024 | My Personal CFO LLC | 66,980 | $2.89M | 1.6% | -2.2% | 1.810% | |
10/17/2024 | BCS Wealth Management | 27,772 | $1.20M | 0.5% | -2.1% | 0.751% | |
10/10/2024 | CRA Financial Services LLC | 10,835 | $467K | 0.1% | -17.3% | 0.293% | |
10/8/2024 | Brookstone Capital Management | 36,884 | $1.59M | 0.0% | +112.0% | 0.997% | |
8/26/2024 | Wealthquest Corp | 19,548 | $819K | 0.1% | -1.8% | 0.528% | |
8/22/2024 | Cetera Investment Advisers | 83,551 | $3.50M | 0.0% | -28.0% | 2.258% | |
8/8/2024 | Envestnet Asset Management Inc. | 46,023 | $1.93M | 0.0% | -7.7% | 1.244% | |
8/8/2024 | Thoroughbred Financial Services LLC | 25,361 | $1.06M | 0.1% | +6.3% | 0.685% | |
8/8/2024 | CoreCap Advisors LLC | 20,168 | $845K | 0.1% | N/A | 0.545% | |
8/7/2024 | Vantage Financial Partners LLC | 20,897 | $876K | 0.2% | -29.9% | 0.565% | |
8/6/2024 | Chris Bulman Inc | 45,217 | $1.90M | 1.3% | N/A | 1.222% | |
7/31/2024 | Commonwealth Equity Services LLC | 205,055 | $8.59M | 0.0% | -2.6% | 5.542% | |
7/30/2024 | Integral Investment Advisors Inc. | 23,159 | $971K | 0.4% | -4.1% | 0.626% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 55,756 | $2.34M | 0.0% | -17.1% | 1.507% | |
7/26/2024 | My Personal CFO LLC | 68,480 | $2.87M | 1.5% | -1.7% | 1.851% | |
7/22/2024 | Krilogy Financial LLC | 39,340 | $1.65M | 0.1% | -9.8% | 1.063% | |
7/20/2024 | Milestone Asset Management LLC | 15,706 | $658K | 0.2% | -10.3% | 0.424% | |
7/18/2024 | Brookstone Capital Management | 17,395 | $735K | 0.0% | -92.6% | 0.470% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 9,048 | $379K | 0.0% | +6.2% | 0.245% | |
7/12/2024 | DHJJ Financial Advisors Ltd. | 16,913 | $709K | 0.3% | -1.6% | 0.457% | |
7/10/2024 | Lantz Financial LLC | 7,483 | $314K | 0.1% | -5.0% | 0.202% | |
7/9/2024 | Fragasso Financial Advisors Inc | 7,818 | $328K | 0.0% | -27.6% | 0.211% | |
7/1/2024 | Kathmere Capital Management LLC | 7,627 | $292K | 0.0% | +24.2% | 0.206% | |
5/24/2024 | Cetera Advisors LLC | 80,033 | $3.25M | 0.0% | -6.1% | 2.163% | |
5/24/2024 | Cetera Investment Advisers | 116,011 | $4.71M | 0.0% | N/A | 3.135% | |
5/23/2024 | FSA Advisors Inc. | 13,345 | $542K | 0.6% | +2.9% | 0.361% | |
5/20/2024 | Bullseye Investment Management LLC | 313,665 | $12.73M | 7.4% | +1.2% | 8.477% | |
5/9/2024 | Wealthquest Corp | 19,903 | $808K | 0.1% | -90.3% | 0.538% | |
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5/8/2024 | Thoroughbred Financial Services LLC | 23,861 | $968K | 0.1% | -5.9% | 0.645% | |
5/2/2024 | Vantage Financial Partners LLC | 29,796 | $1.21M | 0.3% | -3.6% | 0.805% | |
5/1/2024 | Janney Montgomery Scott LLC | 33,098 | $1.34M | 0.0% | -5.2% | 0.895% | |
4/30/2024 | Valtinson Bruner Financial Planning LLC | 8,121 | $330K | 0.1% | -43.7% | 0.219% | |
4/29/2024 | Commonwealth Equity Services LLC | 210,603 | $8.55M | 0.0% | -0.3% | 5.692% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 67,261 | $2.73M | 0.0% | -3.6% | 1.818% | |
4/24/2024 | Krilogy Financial LLC | 43,620 | $1.77M | 0.1% | -27.7% | 1.179% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 5,493 | $223K | 0.0% | -45.6% | 0.148% | |
4/22/2024 | Outlook Wealth Advisors LLC | 11,260 | $457K | 0.1% | -11.3% | 0.304% | |
4/19/2024 | KFG Wealth Management LLC | 11,715 | $476K | 0.2% | -30.6% | 0.317% | |
4/17/2024 | CRA Financial Services LLC | 13,100 | $532K | 0.1% | -7.1% | 0.354% | |
4/16/2024 | Kathmere Capital Management LLC | 6,142 | $249K | 0.0% | -19.5% | 0.166% | |
4/15/2024 | Sunbelt Securities Inc. | 2,979 | $121K | 0.0% | -55.4% | 0.099% | |
4/15/2024 | Brookstone Capital Management | 235,504 | $9.56M | 0.2% | +16.2% | 7.850% | |
4/11/2024 | RFG Advisory LLC | 16,241 | $659K | 0.0% | +85.8% | 0.541% | |
4/10/2024 | BCS Wealth Management | 28,543 | $1.16M | 0.4% | -3.6% | 0.951% | |
2/16/2024 | Wealthquest Corp | 205,186 | $7.85M | 0.9% | -16.5% | 6.840% | |
2/16/2024 | PCA Investment Advisory Services Inc. | 17,618 | $674K | 0.4% | +45.5% | 0.587% | |
2/16/2024 | Optimist Retirement Group LLC | 5,554 | $212K | 0.1% | N/A | 0.185% | |
2/14/2024 | Personal CFO Solutions LLC | 12,366 | $473K | 0.1% | N/A | 0.412% | |
2/12/2024 | Focus Financial Network Inc. ADV | 8,872 | $339K | 0.0% | N/A | 0.296% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 10,100 | $386K | 0.0% | +4.2% | 0.337% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 69,788 | $2.67M | 0.0% | +14.1% | 2.326% | |
2/8/2024 | Foundations Investment Advisors LLC | 15,885 | $622K | 0.0% | -11.8% | 0.530% | |
2/8/2024 | Janney Montgomery Scott LLC | 34,926 | $1.34M | 0.0% | +6.4% | 1.164% | |
2/7/2024 | Principal Securities Inc. | 4,614 | $176K | 0.0% | N/A | 0.154% | |
2/6/2024 | Valtinson Bruner Financial Planning LLC | 14,434 | $552K | 0.3% | +3.4% | 0.481% | |
2/6/2024 | Lincoln National Corp | 55,391 | $2.12M | 0.0% | +45.5% | 1.846% | |
2/6/2024 | SRS Capital Advisors Inc. | 12,436 | $476K | 0.1% | -3.4% | 0.415% | |
2/5/2024 | Vantage Financial Partners LLC | 30,893 | $1.18M | 0.3% | +11.5% | 1.030% | |
2/1/2024 | Capital Investment Advisory Services LLC | 700 | $27K | 0.0% | N/A | 0.023% | |
2/1/2024 | Sigma Planning Corp | 9,498 | $363K | 0.0% | -29.8% | 0.317% | |
2/1/2024 | CRA Financial Services LLC | 14,100 | $539K | 0.1% | -15.1% | 0.470% | |
1/31/2024 | KFG Wealth Management LLC | 16,883 | $646K | 0.3% | -2.7% | 0.563% | |
1/30/2024 | Capital Analysts LLC | 2,808 | $107K | 0.0% | +16.9% | 0.094% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 17,188 | $657K | 0.3% | +27.8% | 0.573% | |
1/29/2024 | Outlook Wealth Advisors LLC | 12,701 | $486K | 0.2% | +77.6% | 0.423% | |
1/26/2024 | Cerity Partners LLC | 40,726 | $1.56M | 0.0% | N/A | 1.358% | |
1/26/2024 | Krilogy Financial LLC | 60,370 | $2.31M | 0.2% | -1.7% | 2.012% | |
1/25/2024 | RFG Advisory LLC | 8,741 | $334K | 0.0% | +13.1% | 0.291% | |
1/24/2024 | Stratos Wealth Partners LTD. | 8,490 | $325K | 0.0% | N/A | 0.283% | |
1/23/2024 | Milestone Asset Management LLC | 17,558 | $672K | 0.2% | -10.8% | 0.585% | |
1/23/2024 | Beacon Financial Advisory LLC | 15,297 | $585K | 0.3% | N/A | 0.510% | |
1/23/2024 | My Personal CFO LLC | 69,680 | $2.67M | 1.7% | +32.4% | 2.323% | |
1/22/2024 | Weaver Consulting Group | 6,234 | $238K | 0.1% | -5.3% | 0.208% | |
1/19/2024 | AdvisorNet Financial Inc | 1,867 | $71K | 0.0% | -39.1% | 0.062% | |
1/18/2024 | John W. Brooker & Co. CPAs | 7,950 | $304K | 0.2% | N/A | 0.265% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 17,740 | $679K | 0.0% | +53.1% | 0.591% | |
1/16/2024 | CoreCap Advisors LLC | 19,429 | $743K | 0.0% | +15.3% | 0.648% | |
1/12/2024 | Mutual Advisors LLC | 46,290 | $1.77M | 0.1% | N/A | 1.543% | |
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1/12/2024 | Lantz Financial LLC | 7,882 | $301K | 0.1% | +3.5% | 0.263% | |
1/12/2024 | Bellwether Advisors LLC | 25,017 | $957K | 0.2% | -50.1% | 0.834% | |
1/11/2024 | Brookstone Capital Management | 202,648 | $7.75M | 0.2% | N/A | 6.755% | |
1/11/2024 | BCS Wealth Management | 29,621 | $1.13M | 0.4% | +39.0% | 0.987% | |
1/10/2024 | Sugarloaf Wealth Management LLC | 673 | $26K | 0.0% | N/A | 0.022% | |
1/8/2024 | Fragasso Group Inc. | 10,805 | $413K | 0.0% | +20.0% | 0.360% | |
11/16/2023 | Orion Capital Management LLC | 5,000 | $175K | 0.1% | N/A | 0.167% | |
11/16/2023 | Penserra Capital Management LLC | 133,869 | $4.68M | 0.1% | +43.5% | 4.462% | |
11/14/2023 | Share Andrew L. | 7,500 | $262K | 0.1% | N/A | 0.250% | |
11/14/2023 | Milestone Asset Management LLC | 19,687 | $689K | 0.2% | -11.7% | 0.656% | |