11/1/2024 | Atria Investments Inc | 89,612 | $4.38M | 0.1% | +14.1% | 1.362% | |
10/31/2024 | Financial Enhancement Group LLC | 61,464 | $3.00M | 0.5% | +129.4% | 0.934% | |
10/30/2024 | Beacon Financial Advisory LLC | 9,514 | $465K | 0.2% | +22.7% | 0.145% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 3,280 | $160K | 0.0% | -12.8% | 0.050% | |
10/25/2024 | Financial Advocates Investment Management | 6,007 | $275K | 0.0% | N/A | 0.091% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 19,550 | $955K | 0.1% | -6.6% | 0.297% | |
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10/24/2024 | Wealth Enhancement Advisory Services LLC | 15,551 | $760K | 0.0% | +3.4% | 0.236% | |
10/23/2024 | Team Financial Group LLC | 368,202 | $18.00M | 11.1% | +2.3% | 5.596% | |
10/23/2024 | Allworth Financial LP | 46,390 | $2.27M | 0.0% | -2.1% | 0.705% | |
10/22/2024 | Private Advisor Group LLC | 113,355 | $5.54M | 0.0% | +0.2% | 1.723% | |
10/15/2024 | NBC Securities Inc. | 25,797 | $1.26M | 0.1% | +4.5% | 0.392% | |
9/5/2024 | Sanctuary Advisors LLC | 94,652 | $4.22M | 0.0% | N/A | 1.438% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 10,248 | $466K | 0.0% | +43.0% | 0.156% | |
8/14/2024 | Team Financial Group LLC | 360,028 | $16.36M | 10.9% | +4.7% | 5.472% | |
8/12/2024 | WCG Wealth Advisors LLC | 33,570 | $1.53M | 0.1% | +8.9% | 0.510% | |
8/8/2024 | Envestnet Asset Management Inc. | 43,828 | $1.99M | 0.0% | -3.5% | 0.666% | |
8/8/2024 | CoreCap Advisors LLC | 7,699 | $350K | 0.0% | N/A | 0.117% | |
8/5/2024 | Private Advisor Group LLC | 113,116 | $5.14M | 0.0% | +2.8% | 1.719% | |
8/2/2024 | Financial Enhancement Group LLC | 26,791 | $1.25M | 0.2% | -5.8% | 0.407% | |
8/1/2024 | Private Wealth Strategies L.L.C. | 1,191,758 | $54.15M | 10.9% | +1.8% | 18.112% | |
7/26/2024 | Harbour Investments Inc. | 8,871 | $403K | 0.0% | +30.6% | 0.135% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 20,924 | $951K | 0.1% | -2.8% | 0.318% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 231,017 | $10.50M | 0.0% | +772.6% | 3.511% | |
7/19/2024 | Raymond James & Associates | 66,168 | $3.01M | 0.0% | -12.2% | 1.006% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 5,023 | $228K | 0.0% | +13.8% | 0.076% | |
7/16/2024 | Great Valley Advisor Group Inc. | 462,358 | $21.01M | 0.6% | -8.8% | 7.027% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 15,043 | $684K | 0.0% | N/A | 0.229% | |
7/16/2024 | Insight Advisors LLC PA | 125,941 | $5.72M | 1.0% | +19.1% | 1.914% | |
7/15/2024 | RFG Advisory LLC | 21,306 | $968K | 0.0% | +9.4% | 0.324% | |
7/12/2024 | Cabot Wealth Management Inc. | 111,485 | $5.07M | 0.7% | +23.2% | 1.694% | |
7/10/2024 | NBC Securities Inc. | 24,685 | $1.12M | 0.1% | +14.5% | 0.375% | |
5/21/2024 | Atria Investments Inc | 76,872 | $3.58M | 0.0% | +2.9% | 1.168% | |
5/7/2024 | Insight Advisors LLC PA | 105,775 | $4.92M | 0.9% | +30.8% | 1.608% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 4,412 | $205K | 0.0% | N/A | 0.067% | |
4/30/2024 | Private Advisor Group LLC | 110,041 | $5.12M | 0.0% | -16.7% | 1.672% | |
4/23/2024 | KLR Investment Advisors LLC | 30,812 | $1.37M | 1.0% | -11.0% | 0.483% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 26,474 | $1.23M | 0.0% | -3.9% | 0.415% | |
4/15/2024 | Sunbelt Securities Inc. | 1,506 | $70K | 0.0% | -63.5% | 0.024% | |
4/15/2024 | Financial Enhancement Group LLC | 28,453 | $1.27M | 0.2% | -8.6% | 0.446% | |
4/11/2024 | RFG Advisory LLC | 19,479 | $907K | 0.0% | +12.4% | 0.291% | |
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4/5/2024 | NBC Securities Inc. | 21,564 | $1.11M | 0.1% | +75.1% | 0.322% | |
2/12/2024 | Private Wealth Strategies L.L.C. | 1,169,396 | $49.18M | 10.9% | +1.5% | 17.454% | |
2/8/2024 | KLR Investment Advisors LLC | 34,616 | $1.46M | 1.1% | -26.1% | 0.517% | |
2/7/2024 | NBC Securities Inc. | 12,316 | $517K | 0.1% | +36.7% | 0.184% | |
2/6/2024 | RMR Wealth Builders | 4,985 | $210K | 0.0% | N/A | 0.074% | |
2/6/2024 | Private Advisor Group LLC | 132,149 | $5.56M | 0.0% | +19.1% | 1.972% | |
2/6/2024 | Great Valley Advisor Group Inc. | 559,871 | $23.54M | 0.8% | -29.4% | 8.356% | |
2/2/2024 | BIP Wealth LLC | 23,995 | $1.01M | 0.1% | -7.1% | 0.358% | |
1/25/2024 | RFG Advisory LLC | 17,337 | $729K | 0.0% | +21.2% | 0.259% | |
1/24/2024 | Stratos Wealth Partners LTD. | 49,680 | $2.09M | 0.0% | -44.8% | 0.741% | |
1/24/2024 | Allworth Financial LP | 55,609 | $2.34M | 0.0% | +12.7% | 0.830% | |
1/23/2024 | Insight Advisors LLC PA | 80,846 | $3.40M | 0.7% | +11.1% | 1.207% | |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 21,423 | $901K | 0.2% | -5.8% | 0.320% | |
1/18/2024 | Financial Enhancement Group LLC | 31,130 | $1.32M | 0.2% | -47.2% | 0.465% | |
1/16/2024 | Raymond James & Associates | 59,881 | $2.52M | 0.0% | +2.4% | 0.894% | |
1/12/2024 | My Legacy Advisors LLC | 11,819 | $502K | 0.2% | -64.5% | 0.176% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 2,827 | $119K | 0.0% | -29.1% | 0.042% | |
12/11/2023 | Sunbelt Securities Inc. | 4,113 | $158K | 0.0% | -30.5% | 0.061% | |
11/13/2023 | Envestnet Asset Management Inc. | 91,304 | $3.51M | 0.0% | +20.4% | 1.363% | |
11/13/2023 | WCG Wealth Advisors LLC | 27,995 | $1.08M | 0.1% | N/A | 0.418% | |
11/9/2023 | BIP Wealth LLC | 25,840 | $994K | 0.1% | +4.2% | 0.386% | |
11/8/2023 | HighTower Advisors LLC | 1,264,550 | $48.63M | 0.1% | +1.5% | 18.874% | |
11/8/2023 | KLR Investment Advisors LLC | 46,870 | $1.76M | 1.6% | -2.5% | 0.700% | |
11/7/2023 | Insight Advisors LLC PA | 72,747 | $2.80M | 0.6% | +1.2% | 1.086% | |
11/7/2023 | Great Valley Advisor Group Inc. | 792,537 | $30.48M | 1.3% | -0.4% | 11.829% | |
11/4/2023 | NBC Securities Inc. | 9,007 | $346K | 0.0% | N/A | 0.134% | |
11/3/2023 | Private Advisor Group LLC | 110,921 | $4.27M | 0.0% | +23.7% | 1.656% | |
10/31/2023 | Allworth Financial LP | 49,324 | $1.90M | 0.0% | -12.9% | 0.736% | |
10/26/2023 | Park Avenue Securities LLC | 8,983 | $345K | 0.0% | N/A | 0.134% | |
10/24/2023 | Stratos Wealth Partners LTD. | 90,014 | $3.46M | 0.1% | -2.7% | 1.343% | |
10/24/2023 | Raymond James & Associates | 58,470 | $2.25M | 0.0% | +14.3% | 0.873% | |
10/20/2023 | My Legacy Advisors LLC | 33,276 | $1.27M | 0.5% | +8.0% | 0.497% | |
10/19/2023 | Patriot Financial Group Insurance Agency LLC | 22,748 | $875K | 0.2% | +3.4% | 0.340% | |
10/17/2023 | Financial Enhancement Group LLC | 58,924 | $2.30M | 0.4% | -1.0% | 0.879% | |
10/10/2023 | Private Wealth Strategies L.L.C. | 1,151,817 | $44.30M | 10.7% | +2.1% | 17.191% | |
8/11/2023 | V Wealth Advisors LLC | 24,907 | $966K | 0.2% | +4.0% | 0.372% | |
8/10/2023 | Private Advisor Group LLC | 89,664 | $3.54M | 0.0% | +10.5% | 1.338% | |
8/10/2023 | Cetera Advisor Networks LLC | 8,295 | $322K | 0.0% | +43.6% | 0.124% | |
8/10/2023 | Cetera Investment Advisers | 9,231 | $358K | 0.0% | +31.6% | 0.138% | |
8/8/2023 | KLR Investment Advisors LLC | 48,081 | $1.86M | 1.5% | +2.5% | 0.718% | |
8/7/2023 | Insight Advisors LLC PA | 71,890 | $2.79M | 0.6% | +36.3% | 1.073% | |
8/4/2023 | Envestnet Asset Management Inc. | 75,831 | $2.94M | 0.0% | +4.3% | 1.132% | |
8/3/2023 | RFG Advisory LLC | 14,492 | $562K | 0.0% | -6.7% | 0.216% | |
7/31/2023 | LPL Financial LLC | 78,183 | $3.03M | 0.0% | +6.5% | 1.153% | |
7/27/2023 | BIP Wealth LLC | 24,809 | $962K | 0.1% | +95.3% | 0.366% | |
7/26/2023 | Capital Advisors Ltd. LLC | 1,768 | $69K | 0.0% | -43.3% | 0.026% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 3,301 | $128K | 0.0% | +104.8% | 0.049% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 27,549 | $1.07M | 0.0% | -6.0% | 0.406% | |
7/25/2023 | Raymond James & Associates | 51,163 | $1.98M | 0.0% | N/A | 0.755% | |
7/19/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 4,622 | $179K | 0.0% | +11.2% | 0.068% | |
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7/18/2023 | Allworth Financial LP | 56,597 | $2.19M | 0.0% | -8.5% | 0.835% | |
7/18/2023 | Stratos Wealth Partners LTD. | 92,473 | $3.59M | 0.1% | -22.3% | 1.364% | |
7/17/2023 | Patriot Financial Group Insurance Agency LLC | 22,003 | $853K | 0.2% | -1.1% | 0.325% | |
7/14/2023 | My Legacy Advisors LLC | 30,824 | $1.21M | 0.5% | +9.5% | 0.455% | |
7/13/2023 | Cabot Wealth Management Inc. | 83,395 | $3.23M | 0.5% | +1.7% | 1.230% | |
5/17/2023 | Financial Enhancement Group LLC | 61,464 | $2.26M | 0.4% | -4.4% | 0.869% | |
5/15/2023 | KLR Investment Advisors LLC | 46,924 | $1.76M | 1.5% | N/A | 0.664% | |
5/12/2023 | HighTower Advisors LLC | 1,237,809 | $46.46M | 0.1% | +0.3% | 17.508% | |
5/10/2023 | Private Advisor Group LLC | 81,150 | $3.05M | 0.0% | N/A | 1.148% | |
5/10/2023 | BIP Wealth LLC | 12,702 | $477K | 0.1% | N/A | 0.180% | |