4/15/2025 | GPS Wealth Strategies Group LLC | 1,743 | $67K | 0.0% | -35.7% | 0.022% | |
4/9/2025 | Fiduciary Alliance LLC | 66,130 | $2.54M | 0.2% | +3.8% | 0.853% | |
3/24/2025 | Mascagni Wealth Management Inc. | 2,321 | $90K | 0.1% | N/A | 0.030% | |
2/18/2025 | Continuum Advisory LLC | 5,715 | $222K | 0.0% | +16.1% | 0.064% | |
2/17/2025 | Captrust Financial Advisors | 5,572 | $217K | 0.0% | -45.8% | 0.062% | |
2/13/2025 | United Capital Financial Advisors LLC | 28,504 | $1.11M | 0.0% | N/A | 0.318% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 30,797 | $1.20M | 0.1% | -12.1% | 0.344% | |
2/10/2025 | Bare Financial Services Inc | 410,026 | $15.95M | 6.4% | -3.2% | 4.581% | |
2/10/2025 | Farther Finance Advisors LLC | 796 | $31K | 0.0% | -30.2% | 0.009% | |
2/10/2025 | EverSource Wealth Advisors LLC | 88,750 | $3.45M | 0.2% | -5.1% | 0.992% | |
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2/7/2025 | Frontier Asset Management LLC | 18,893 | $735K | 0.2% | -1.4% | 0.211% | |
1/30/2025 | Vicus Capital | 31,897 | $1.24M | 0.1% | +3.1% | 0.356% | |
1/29/2025 | AIFG Consultants Ltd. | 29,681 | $1.16M | 1.9% | -19.6% | 0.332% | |
1/23/2025 | Strategic Blueprint LLC | 15,474 | $602K | 0.0% | +53.1% | 0.173% | |
1/13/2025 | Fiduciary Alliance LLC | 63,735 | $2.48M | 0.3% | +2.2% | 0.712% | |
11/8/2024 | EverSource Wealth Advisors LLC | 93,543 | $3.80M | 0.2% | -8.7% | 1.045% | |
10/29/2024 | Farther Finance Advisors LLC | 1,141 | $46K | 0.0% | -65.8% | 0.013% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 35,042 | $1.43M | 0.1% | +21.2% | 0.392% | |
10/25/2024 | Strategic Blueprint LLC | 10,110 | $411K | 0.0% | -4.5% | 0.113% | |
10/21/2024 | Vicus Capital | 30,943 | $1.26M | 0.1% | +7.4% | 0.346% | |
10/21/2024 | Community Financial Services Group LLC | 5,082 | $207K | 0.0% | N/A | 0.057% | |
10/21/2024 | AIFG Consultants Ltd. | 36,906 | $1.50M | 1.1% | -31.2% | 0.412% | |
10/11/2024 | Fiduciary Alliance LLC | 62,391 | $2.54M | 0.3% | -9.7% | 0.697% | |
8/14/2024 | EverSource Wealth Advisors LLC | 102,493 | $4.00M | 0.2% | +47.8% | 1.145% | |
8/8/2024 | Frontier Asset Management LLC | 19,282 | $732K | 0.3% | -61.7% | 0.215% | |
7/29/2024 | AIFG Consultants Ltd. | 53,613 | $2.04M | 1.5% | N/A | 0.599% | |
7/27/2024 | Strategic Blueprint LLC | 10,584 | $402K | 0.0% | -28.1% | 0.118% | |
7/23/2024 | Vicus Capital | 28,815 | $1.09M | 0.1% | +4.1% | 0.322% | |
7/10/2024 | Fiduciary Alliance LLC | 69,058 | $2.64M | 0.4% | +5.6% | 0.772% | |
6/11/2024 | EverSource Wealth Advisors LLC | 69,365 | $2.54M | 0.2% | -36.8% | 0.775% | |
4/23/2024 | Strategic Blueprint LLC | 14,718 | $573K | 0.0% | -5.7% | 0.167% | |
4/17/2024 | Fiduciary Alliance LLC | 65,397 | $2.53M | 0.4% | +1.2% | 0.743% | |
4/17/2024 | Vicus Capital | 27,687 | $1.08M | 0.1% | +3.7% | 0.313% | |
2/9/2024 | EverSource Wealth Advisors LLC | 109,777 | $3.83M | 0.4% | +10.4% | 1.240% | |
2/6/2024 | Bare Financial Services Inc | 232,123 | $8.10M | 16.3% | N/A | 2.623% | |
2/1/2024 | Vicus Capital | 26,711 | $932K | 0.1% | +1.1% | 0.302% | |
1/25/2024 | Strategic Blueprint LLC | 15,612 | $545K | 0.0% | -3.3% | 0.176% | |
1/17/2024 | Fiduciary Alliance LLC | 64,597 | $2.25M | 0.4% | +25.6% | 0.730% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 194,604 | $6.79M | 0.7% | -4.0% | 2.199% | |
11/16/2023 | Blueprint Investment Partners LLC | 16,320 | $510K | 0.2% | -29.6% | 0.184% | |
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11/13/2023 | Frontier Asset Management LLC | 52,334 | $1.64M | 0.7% | -0.6% | 0.591% | |
11/4/2023 | EverSource Wealth Advisors LLC | 99,392 | $3.11M | 0.3% | +6.5% | 1.123% | |
11/2/2023 | Vantage Financial Partners LLC | 12,320 | $385K | 0.2% | +6.5% | 0.139% | |
10/23/2023 | Vicus Capital | 26,415 | $826K | 0.1% | +9.7% | 0.298% | |
10/18/2023 | Fiduciary Alliance LLC | 51,427 | $1.61M | 0.3% | +2.7% | 0.581% | |
10/18/2023 | Strategic Blueprint LLC | 16,145 | $505K | 0.0% | +9.4% | 0.182% | |
8/17/2023 | Vicus Capital | 24,072 | $792K | 0.1% | +24.5% | 0.272% | |
8/10/2023 | Frontier Asset Management LLC | 52,661 | $1.73M | 0.8% | +4.9% | 0.595% | |
8/8/2023 | Vantage Financial Partners LLC | 11,570 | $381K | 0.1% | +11.5% | 0.131% | |
8/4/2023 | EverSource Wealth Advisors LLC | 93,291 | $3.07M | 0.3% | +52.3% | 1.025% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 201,716 | $6.63M | 0.8% | -40.9% | 2.217% | |
7/18/2023 | Fiduciary Alliance LLC | 50,058 | $1.65M | 0.4% | N/A | 0.550% | |
5/11/2023 | EverSource Wealth Advisors LLC | 61,258 | $1.93M | 0.2% | +14.1% | 0.673% | |
5/10/2023 | Frontier Asset Management LLC | 50,210 | $1.58M | 0.7% | +12.6% | 0.552% | |
5/8/2023 | Vantage Financial Partners LLC | 10,376 | $326K | 0.1% | +12.3% | 0.114% | |
5/5/2023 | Silver Oak Securities Incorporated | 16,353 | $514K | 0.1% | +87.9% | 0.171% | |
5/2/2023 | Vicus Capital | 19,331 | $608K | 0.1% | N/A | 0.202% | |
4/28/2023 | Strategic Blueprint LLC | 13,718 | $431K | 0.0% | +20.9% | 0.144% | |
4/25/2023 | Creative Financial Designs Inc. ADV | 341,390 | $10.73M | 1.4% | +0.7% | 3.575% | |
2/15/2023 | Frontier Asset Management LLC | 44,574 | $1.34M | 0.6% | +10.0% | 0.467% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 51,927 | $1.56M | 0.1% | +3.4% | 0.544% | |
2/9/2023 | EverSource Wealth Advisors LLC | 53,687 | $1.61M | 0.2% | +1.4% | 0.562% | |
2/8/2023 | Vantage Financial Partners LLC | 9,242 | $277K | 0.2% | +4.4% | 0.097% | |
2/1/2023 | Creative Financial Designs Inc. ADV | 339,044 | $10.15M | 1.5% | -2.8% | 3.550% | |
1/26/2023 | Winch Advisory Services LLC | 1,197 | $36K | 0.0% | N/A | 0.013% | |
11/9/2022 | Blueprint Investment Partners LLC | 4,612 | $128K | 0.0% | N/A | 0.053% | |
11/8/2022 | Strategic Blueprint LLC | 11,327 | $314K | 0.0% | -23.2% | 0.130% | |
11/7/2022 | EverSource Wealth Advisors LLC | 52,931 | $1.47M | 0.3% | -0.9% | 0.608% | |
11/1/2022 | Creative Financial Designs Inc. ADV | 348,636 | $9.67M | 1.6% | +6.3% | 4.007% | |
10/27/2022 | Absolute Capital Management LLC | 4,461 | $124K | 0.2% | N/A | 0.051% | |
10/20/2022 | Silver Oak Securities Incorporated | 8,651 | $240K | 0.1% | +10.6% | 0.100% | |
10/18/2022 | LifeGuide Financial Advisors LLC | 9,041 | $251K | 0.2% | +4.8% | 0.106% | |
10/14/2022 | Well Done LLC | 17,719 | $492K | 0.1% | -19.2% | 0.208% | |
8/13/2022 | Frontier Asset Management LLC | 55,739 | $1.62M | 1.4% | -27.9% | 0.623% | |
8/12/2022 | Strategic Blueprint LLC | 14,749 | $430K | 0.1% | +13.1% | 0.165% | |
8/1/2022 | EverSource Wealth Advisors LLC | 53,388 | $1.56M | 0.4% | +7.0% | 0.600% | |
8/1/2022 | Creative Financial Designs Inc. ADV | 327,944 | $9.55M | 1.6% | +6.9% | 3.685% | |
7/19/2022 | Harvest Investment Services LLC | 15,293 | $445K | 0.3% | +2.3% | 0.173% | |
7/19/2022 | GPS Wealth Strategies Group LLC | 2,762 | $80K | 0.0% | +15.7% | 0.031% | |
7/18/2022 | Well Done LLC | 21,929 | $639K | 0.1% | +13.2% | 0.248% | |
7/12/2022 | LifeGuide Financial Advisors LLC | 8,628 | $251K | 0.2% | +33.1% | 0.099% | |
5/25/2022 | EverSource Wealth Advisors LLC | 49,890 | $1.80M | 0.5% | +174.3% | 0.564% | |
5/16/2022 | Frontier Asset Management LLC | 77,337 | $2.79M | 2.0% | +6.5% | 0.874% | |
5/3/2022 | Harvest Investment Services LLC | 14,946 | $539K | 0.3% | +8.0% | 0.168% | |
4/29/2022 | LifeGuide Financial Advisors LLC | 6,480 | $234K | 0.2% | N/A | 0.073% | |
4/20/2022 | Well Done LLC | 19,364 | $699K | 0.1% | +16.2% | 0.220% | |
4/15/2022 | Wealthcare Advisory Partners LLC | 48,928 | $1.77M | 0.1% | +36.0% | 0.556% | |
4/15/2022 | Creative Financial Designs Inc. ADV | 306,822 | $11.07M | 1.7% | +12.8% | 3.487% | |
2/9/2022 | Sowell Financial Services LLC | 15,809 | $623K | 0.0% | +2.1% | 0.180% | |
2/2/2022 | Sigma Planning Corp | 33,008 | $1.30M | 0.0% | +17.9% | 0.384% | |
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1/31/2022 | Harvest Investment Services LLC | 13,838 | $545K | 0.2% | +21.2% | 0.162% | |
1/28/2022 | McDonald Partners LLC | 4,609 | $182K | 0.2% | N/A | 0.054% | |
1/26/2022 | Creative Financial Designs Inc. ADV | 272,114 | $10.72M | 1.6% | +25.6% | 3.183% | |
1/21/2022 | Well Done LLC | 16,662 | $656K | 0.1% | +3.6% | 0.195% | |
11/4/2021 | Sowell Financial Services LLC | 15,479 | $659K | 0.0% | N/A | 0.238% | |
11/1/2021 | Well Done LLC | 16,080 | $683K | 0.2% | +6.4% | 0.247% | |
10/29/2021 | Harvest Investment Services LLC | 11,422 | $485K | 0.2% | +37.5% | 0.176% | |
10/8/2021 | Creative Financial Designs Inc. ADV | 216,586 | $9.20M | 1.5% | +3.1% | 3.465% | |
8/16/2021 | Wealthcare Advisory Partners LLC | 8,133 | $347K | 0.0% | +8.7% | 0.136% | |
8/13/2021 | Sigma Planning Corp | 27,878 | $1.19M | 0.0% | +16.2% | 0.465% | |