10/10/2025 | Cyndeo Wealth Partners LLC | 5,968 | $222K | 0.0% | -5.0% | 0.231% | |
10/10/2025 | Focus Financial Network Inc. | 7,187 | $267K | 0.0% | N/A | 0.279% | |
9/4/2025 | Osaic Holdings Inc. | 12,116 | $399K | 0.0% | +16.7% | 0.527% | |
8/14/2025 | Faithward Advisors LLC | 780,883 | $25.72M | 4.0% | +0.3% | 33.951% | |
8/12/2025 | Financial Advocates Investment Management | 18,974 | $625K | 0.1% | +161.1% | 0.825% | |
8/11/2025 | Inspire Advisors LLC | 191,820 | $6.32M | 0.7% | +8.2% | 8.340% | |
8/7/2025 | PFG Advisors | 61,302 | $2.02M | 0.1% | +8.7% | 2.665% | |
8/6/2025 | AE Wealth Management LLC | 15,749 | $519K | 0.0% | +26.4% | 0.685% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 308,831 | $10.17M | 0.7% | -56.6% | 13.427% | |
7/31/2025 | Turning Point Benefit Group Inc. | 10,511 | $346K | 0.3% | -8.7% | 0.457% | |
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7/25/2025 | CWM LLC | 24,692 | $813K | 0.0% | +1.8% | 1.074% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 6,285 | $207K | 0.0% | N/A | 0.273% | |
7/21/2025 | Ameritas Advisory Services LLC | 1,918 | $63K | 0.0% | N/A | 0.083% | |
6/27/2025 | Goldman Sachs Group Inc. | 20,303 | $586K | 0.0% | N/A | 0.902% | |
5/21/2025 | Geneos Wealth Management Inc. | 2,449 | $71K | 0.0% | +22.2% | 0.100% | |
5/16/2025 | Faithward Advisors LLC | 778,309 | $22.47M | 3.9% | -1.1% | 30.167% | |
5/16/2025 | Goldman Sachs Group Inc. | 20,303 | $586K | 0.0% | N/A | 0.787% | |
5/8/2025 | Harbour Investments Inc. | 5,455 | $157K | 0.0% | -56.2% | 0.211% | |
5/7/2025 | Inspire Advisors LLC | 177,280 | $5.12M | 0.6% | +192.4% | 6.871% | |
5/6/2025 | AE Wealth Management LLC | 12,457 | $360K | 0.0% | +26.4% | 0.483% | |
5/6/2025 | PFG Advisors | 56,409 | $1.63M | 0.1% | +3.5% | 2.186% | |
5/5/2025 | IFP Advisors Inc | 10,678 | $308K | 0.0% | +5.6% | 0.414% | |
5/5/2025 | OneAscent Financial Services LLC | 134,738 | $3.89M | 0.3% | +0.3% | 5.222% | |
5/1/2025 | CWM LLC | 24,262 | $700K | 0.0% | +4.0% | 0.940% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 712,390 | $20.56M | 1.6% | -0.1% | 28.496% | |
2/18/2025 | GTS Securities LLC | 7,944 | $245K | 0.0% | -79.5% | 0.391% | |
2/18/2025 | First Heartland Consultants Inc. | 6,800 | $210K | 0.0% | +5.8% | 0.335% | |
2/14/2025 | Harvest Investment Services LLC | 10,503 | $324K | 0.1% | +28.5% | 0.517% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 1,475 | $49K | 0.0% | +280.2% | 0.073% | |
2/13/2025 | Faithward Advisors LLC | 786,747 | $24.29M | 4.1% | -0.4% | 38.756% | |
2/12/2025 | OneAscent Financial Services LLC | 134,309 | $4.15M | 0.4% | N/A | 6.616% | |
2/11/2025 | LPL Financial LLC | 16,104 | $497K | 0.0% | +39.4% | 0.793% | |
2/11/2025 | Kiker Wealth Management LLC | 4,605 | $142K | 0.1% | N/A | 0.227% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 712,980 | $22.01M | 1.8% | +0.7% | 35.122% | |
2/10/2025 | Harbour Investments Inc. | 12,462 | $385K | 0.0% | +115.6% | 0.614% | |
2/7/2025 | PFG Advisors | 54,501 | $1.68M | 0.1% | +4.5% | 2.685% | |
2/7/2025 | Inspire Advisors LLC | 60,627 | $1.87M | 0.2% | -38.3% | 2.987% | |
2/4/2025 | IFP Advisors Inc | 10,107 | $312K | 0.0% | +36.9% | 0.498% | |
2/3/2025 | Turning Point Benefit Group Inc. | 11,955 | $369K | 0.4% | N/A | 0.589% | |
1/27/2025 | Financial Advocates Investment Management | 6,986 | $216K | 0.0% | N/A | 0.344% | |
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11/5/2024 | First Heartland Consultants Inc. | 6,428 | $202K | 0.0% | -9.7% | 0.317% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 708,314 | $22.27M | 1.9% | -10.7% | 34.892% | |
10/25/2024 | Creekmur Asset Management LLC | 1,325 | $42K | 0.0% | +34.7% | 0.065% | |
10/17/2024 | Inspire Advisors LLC | 98,336 | $3.09M | 0.4% | +166.2% | 4.844% | |
10/8/2024 | CWM LLC | 24,288 | $764K | 0.0% | N/A | 1.196% | |
8/8/2024 | Inspire Advisors LLC | 36,935 | $1.11M | 0.1% | +22.1% | 1.819% | |
8/8/2024 | PFG Advisors | 50,327 | $1.52M | 0.1% | N/A | 2.479% | |
8/5/2024 | Synergy Asset Management LLC | 11,036 | $332K | 0.1% | +21.2% | 0.544% | |
7/31/2024 | Commonwealth Equity Services LLC | 14,072 | $424K | 0.0% | +9.1% | 0.693% | |
7/25/2024 | First Heartland Consultants Inc. | 7,116 | $214K | 0.0% | N/A | 0.351% | |
5/8/2024 | Inspire Advisors LLC | 30,257 | $909K | 0.1% | +8.0% | 1.513% | |
4/18/2024 | Synergy Asset Management LLC | 9,103 | $274K | 0.0% | -12.0% | 0.455% | |
4/16/2024 | OneAscent Financial Services LLC | 74,680 | $2.24M | 0.2% | +242.9% | 3.734% | |
2/5/2024 | Silver Oak Securities Incorporated | 8,136 | $217K | 0.0% | +1,732.4% | 0.407% | |
1/19/2024 | Synergy Asset Management LLC | 10,344 | $275K | 0.0% | -5.0% | 0.517% | |
1/11/2024 | OneAscent Financial Services LLC | 21,779 | $580K | 0.1% | N/A | 1.089% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 344,697 | $9.17M | 0.9% | -2.3% | 17.235% | |
10/26/2023 | Inspire Advisors LLC | 20,729 | $523K | 0.1% | +12.4% | 1.036% | |
10/23/2023 | Commonwealth Equity Services LLC | 10,851 | $274K | 0.0% | +14.5% | 0.543% | |
8/2/2023 | Silver Oak Securities Incorporated | 59,101 | $1.51M | 0.2% | -22.9% | 2.955% | |
7/31/2023 | Inspire Advisors LLC | 18,437 | $470K | 0.1% | +13.2% | 0.922% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 351,952 | $8.97M | 1.1% | +879,780.0% | 17.598% | |
5/5/2023 | Silver Oak Securities Incorporated | 76,608 | $1.92M | 0.3% | N/A | 4.256% | |
4/24/2023 | Inspire Advisors LLC | 16,280 | $393K | 0.1% | +4.9% | 0.904% | |
2/15/2023 | Ambassador Advisors LLC | 1,642,228 | $36.97M | 8.0% | +105.5% | 91.235% | |
1/26/2023 | Inspire Advisors LLC | 15,525 | $349K | 0.1% | +35.6% | 0.863% | |
11/18/2022 | Ambassador Advisors LLC | 799,259 | $16.25M | 3.8% | -20.1% | 85.942% | |
11/7/2022 | Inspire Advisors LLC | 11,447 | $233K | 0.1% | -17.8% | 1.231% | |