11/18/2024 | Arete Wealth Advisors LLC | 11,498 | $339K | 0.0% | -48.5% | 0.082% | |
11/13/2024 | Bank of Montreal Can | 96,765 | $2.86M | 0.0% | +1.8% | 0.693% | |
11/12/2024 | Waddell & Associates LLC | 1,973,909 | $58.41M | 7.1% | +1.1% | 14.140% | |
11/6/2024 | Main Street Financial Solutions LLC | 101,061 | $2.99M | 0.3% | +35.6% | 0.724% | |
10/31/2024 | Socha Financial Group LLC | 1,851,841 | $54.80M | 23.8% | -0.4% | 13.265% | |
10/30/2024 | Armor Investment Advisors LLC | 15,008 | $444K | 0.2% | +18.9% | 0.108% | |
|
10/30/2024 | HF Advisory Group LLC | 105,481 | $3.12M | 1.5% | +1.5% | 0.756% | |
10/23/2024 | Santori & Peters Inc. | 264,802 | $7.84M | 3.1% | -5.2% | 1.897% | |
10/22/2024 | International Assets Investment Management LLC | 2,402,678 | $71.10M | 0.0% | +2,859.0% | 17.211% | |
10/21/2024 | Foundations Investment Advisors LLC | 140,309 | $4.15M | 0.1% | +172.2% | 1.005% | |
10/19/2024 | OLD National Bancorp IN | 20,984 | $621K | 0.0% | N/A | 0.150% | |
10/18/2024 | Capital Investment Advisors LLC | 88,002 | $2.60M | 0.1% | -1.7% | 0.630% | |
10/16/2024 | Avaii Wealth Management LLC | 24,056 | $712K | 0.4% | +2.9% | 0.172% | |
10/8/2024 | Evensky & Katz LLC | 591,164 | $17.49M | 1.1% | -0.4% | 4.235% | |
8/27/2024 | Dana Investment Advisors Inc. | 20,146 | $558K | 0.0% | -4.2% | 0.144% | |
8/14/2024 | Clear Point Advisors Inc. | 219,122 | $6.07M | 5.0% | -17.3% | 1.570% | |
8/14/2024 | Bank of Montreal Can | 95,011 | $2.64M | 0.0% | +4.7% | 0.681% | |
8/13/2024 | Kayne Anderson Rudnick Investment Management LLC | 49,489 | $1.37M | 0.0% | -14.3% | 0.355% | |
8/8/2024 | Main Street Financial Solutions LLC | 74,515 | $2.07M | 0.2% | N/A | 0.534% | |
8/6/2024 | Waddell & Associates LLC | 1,952,955 | $54.14M | 7.1% | -0.1% | 13.990% | |
8/2/2024 | Foundations Investment Advisors LLC | 51,554 | $1.43M | 0.0% | N/A | 0.369% | |
7/26/2024 | Evensky & Katz LLC | 593,745 | $16.46M | 1.1% | -2.1% | 4.253% | |
7/12/2024 | Capital Investment Advisors LLC | 89,484 | $2.48M | 0.1% | -4.9% | 0.641% | |
7/10/2024 | Csenge Advisory Group | 216,162 | $5.99M | 0.3% | +2.0% | 1.548% | |
7/2/2024 | Transcend Capital Advisors LLC | 13,653 | $378K | 0.0% | +9.2% | 0.098% | |
5/17/2024 | Clear Point Advisors Inc. | 264,850 | $7.42M | 6.1% | -1.1% | 1.897% | |
5/9/2024 | Socha Financial Group LLC | 1,910,318 | $53.49M | 23.5% | -0.3% | 13.684% | |
5/4/2024 | Csenge Advisory Group | 211,928 | $5.93M | 0.3% | +9.0% | 1.518% | |
5/1/2024 | StoneX Group Inc. | 20,433 | $572K | 0.1% | -60.4% | 0.146% | |
4/22/2024 | HF Advisory Group LLC | 96,828 | $2.71M | 1.5% | +0.7% | 0.690% | |
4/19/2024 | Santori & Peters Inc. | 285,807 | $8.00M | 3.5% | -0.6% | 2.036% | |
4/16/2024 | Transform Wealth LLC | 86,165 | $2.41M | 0.2% | -36.1% | 0.745% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 12,400 | $347K | 0.0% | +33.3% | 0.107% | |
4/8/2024 | Evensky & Katz LLC | 606,677 | $16.99M | 1.2% | -1.6% | 5.248% | |
2/14/2024 | Waddell & Associates LLC | 2,003,677 | $53.16M | 7.1% | -12.0% | 17.333% | |
2/13/2024 | Walled Lake Planning & Wealth Management LLC | 845,782 | $22.44M | 10.4% | +1.6% | 7.316% | |
2/12/2024 | StoneX Group Inc. | 51,621 | $1.37M | 0.2% | +1.9% | 0.447% | |
2/12/2024 | TD Capital Management LLC | 2,085 | $55K | 0.0% | N/A | 0.018% | |
2/9/2024 | UBS Group AG | 2,131,780 | $56.55M | 0.0% | +610.6% | 18.441% | |
2/7/2024 | Dana Investment Advisors Inc. | 21,548 | $572K | 0.0% | +3.4% | 0.186% | |
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2/5/2024 | Santori & Peters Inc. | 287,432 | $7.63M | 3.6% | -1.6% | 2.486% | |
2/5/2024 | Avaii Wealth Management LLC | 20,470 | $543K | 0.4% | +46.1% | 0.177% | |
2/5/2024 | Transcend Capital Advisors LLC | 10,917 | $290K | 0.0% | +27.7% | 0.094% | |
2/1/2024 | Socha Financial Group LLC | 1,915,407 | $50.82M | 24.4% | -1.4% | 16.569% | |
1/25/2024 | International Assets Investment Management LLC | 81,399 | $2.16M | 0.0% | -3.0% | 0.704% | |
1/24/2024 | International Assets Investment Management LLC | 2,159,475 | $57.29M | 0.0% | +2,472.5% | 18.681% | |
1/16/2024 | Kingswood Wealth Advisors LLC | 9,300 | $247K | 0.0% | N/A | 0.080% | |
1/5/2024 | Capital Investment Advisors LLC | 71,519 | $1.90M | 0.0% | +27.0% | 0.619% | |
11/15/2023 | Dana Investment Advisors Inc. | 20,840 | $493K | 0.0% | +20.8% | 0.180% | |
11/13/2023 | Kayne Anderson Rudnick Investment Management LLC | 146,833 | $3.48M | 0.0% | -4.1% | 1.270% | |
11/9/2023 | UBS Group AG | 300,012 | $7.10M | 0.0% | +67.2% | 2.595% | |
11/7/2023 | Waddell & Associates LLC | 2,276,608 | $53.89M | 7.9% | +1.0% | 19.694% | |
11/4/2023 | Santori & Peters Inc. | 292,188 | $6.92M | 3.7% | +3.4% | 2.528% | |
11/1/2023 | Csenge Advisory Group | 196,005 | $4.64M | 0.3% | +0.4% | 1.696% | |
10/31/2023 | HF Advisory Group LLC | 96,361 | $2.28M | 1.7% | -0.5% | 0.834% | |
10/31/2023 | Socha Financial Group LLC | 1,941,707 | $45.96M | 22.1% | +2.2% | 16.797% | |
10/30/2023 | Arete Wealth Advisors LLC | 8,997 | $213K | 0.0% | -70.5% | 0.078% | |
10/24/2023 | Avaii Wealth Management LLC | 14,010 | $332K | 0.2% | +34.1% | 0.121% | |
10/16/2023 | Capital Investment Advisors LLC | 56,334 | $1.33M | 0.0% | +17.9% | 0.487% | |
10/11/2023 | Transform Wealth LLC | 56,741 | $1.34M | 0.1% | -53.3% | 0.491% | |
10/10/2023 | International Assets Investment Management LLC | 83,944 | $1.98M | 0.2% | -2.4% | 0.726% | |
10/10/2023 | Evensky & Katz LLC | 620,360 | $14.68M | 1.3% | -1.2% | 5.366% | |
10/4/2023 | International Assets Investment Management LLC | 83,944 | $1.98M | 0.2% | -2.4% | 0.726% | |
8/11/2023 | Kayne Anderson Rudnick Investment Management LLC | 153,105 | $3.74M | 0.0% | -3.3% | 1.324% | |
8/2/2023 | Bank of Montreal Can | 48,345 | $1.19M | 0.0% | N/A | 0.444% | |
7/31/2023 | Socha Financial Group LLC | 1,900,799 | $46.55M | 24.5% | +8.8% | 17.471% | |
7/26/2023 | Santori & Peters Inc. | 282,504 | $6.92M | 3.5% | +1.6% | 2.597% | |
7/24/2023 | Evensky & Katz LLC | 627,640 | $15.37M | 1.2% | -5.4% | 5.769% | |
7/20/2023 | HF Advisory Group LLC | 96,885 | $2.37M | 1.9% | -24.7% | 0.890% | |
7/20/2023 | Csenge Advisory Group | 195,215 | $4.78M | 0.3% | -0.4% | 1.794% | |
7/19/2023 | Golden State Equity Partners | 12,632 | $309K | 0.1% | N/A | 0.116% | |
7/14/2023 | Transform Wealth LLC | 121,466 | $2.98M | 0.3% | -0.8% | 1.116% | |
7/11/2023 | Capital Investment Advisors LLC | 47,763 | $1.17M | 0.0% | +8.3% | 0.439% | |
5/22/2023 | Arete Wealth Advisors LLC | 35,832 | $812K | 0.1% | N/A | 0.329% | |
5/12/2023 | Walled Lake Planning & Wealth Management LLC | 826,747 | $18.74M | 9.8% | N/A | 7.712% | |
5/1/2023 | Csenge Advisory Group | 196,073 | $4.45M | 0.3% | -3.0% | 1.829% | |
5/1/2023 | Arete Wealth Advisors LLC | 35,832 | $812.28B | 0.1% | N/A | 0.334% | |
4/26/2023 | Socha Financial Group LLC | 1,747,421 | $39.61M | 25.6% | +1.8% | 16.301% | |
4/20/2023 | Evensky & Katz LLC | 663,815 | $15.05M | 1.2% | -16.3% | 6.192% | |
4/19/2023 | HF Advisory Group LLC | 128,729 | $2.92M | 2.6% | +11.6% | 1.201% | |
4/19/2023 | International Assets Investment Management LLC | 86,009 | $1.95M | 0.3% | -35.9% | 0.802% | |
4/19/2023 | Santori & Peters Inc. | 278,192 | $6.31M | 3.4% | +32.2% | 2.595% | |
4/14/2023 | Transform Wealth LLC | 122,453 | $2.78M | 0.3% | -52.8% | 1.142% | |
4/10/2023 | Avaii Wealth Management LLC | 10,251 | $232K | 0.2% | N/A | 0.096% | |
4/10/2023 | Capital Investment Advisors LLC | 44,121 | $1M | 0.0% | +12.6% | 0.412% | |
3/20/2023 | Socha Financial Group LLC | 1,716,817 | $36.07M | 25.6% | +6.3% | 16.015% | |
2/10/2023 | Waddell & Associates LLC | 2,257,880 | $47.44M | 7.9% | N/A | 21.879% | |
2/9/2023 | Southeast Asset Advisors Inc. | 33,597 | $706K | 0.1% | N/A | 0.326% | |
2/8/2023 | UBS Group AG | 225,527 | $4.74M | 0.0% | N/A | 2.185% | |
2/8/2023 | Capital Analysts LLC | 3,486 | $73K | 0.0% | N/A | 0.034% | |
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2/7/2023 | HF Advisory Group LLC | 115,298 | $2.42M | 2.4% | N/A | 1.117% | |
2/7/2023 | Envestnet Asset Management Inc. | 66,004 | $1.39M | 0.0% | N/A | 0.640% | |
2/6/2023 | Arete Wealth Advisors LLC | 36,134 | $759.16B | 0.1% | N/A | 0.350% | |
2/1/2023 | Bank of Montreal Can | 47,144 | $1.01M | 0.0% | N/A | 0.457% | |
1/31/2023 | Kestra Advisory Services LLC | 218,740 | $4.60M | 0.0% | N/A | 2.120% | |
1/30/2023 | International Assets Investment Management LLC | 134,235 | $2.82M | 0.2% | N/A | 1.301% | |
1/26/2023 | Santori & Peters Inc. | 210,421 | $4.42M | 2.6% | N/A | 2.039% | |
1/13/2023 | Transform Wealth LLC | 259,548 | $5.45M | 0.6% | N/A | 2.638% | |
1/12/2023 | Evensky & Katz LLC | 793,186 | $16.67M | 1.5% | N/A | 8.061% | |
1/5/2023 | Capital Investment Advisors LLC | 39,171 | $823K | 0.0% | N/A | 0.398% | |