11/15/2024 | Harmony Asset Management LLC | 76,927 | $2.22M | 0.8% | +31.9% | 1.304% | |
11/15/2024 | HighTower Advisors LLC | 170,857 | $4.94M | 0.0% | -24.0% | 2.896% | |
11/15/2024 | Hilltop Holdings Inc. | 14,932 | $431K | 0.0% | N/A | 0.253% | |
11/14/2024 | Captrust Financial Advisors | 55,159 | $1.59M | 0.0% | -25.1% | 0.935% | |
11/8/2024 | Avior Wealth Management LLC | 3,656 | $106K | 0.0% | -12.6% | 0.062% | |
11/5/2024 | WealthPlan Investment Management LLC | 363,611 | $10.50M | 1.1% | +1.1% | 6.163% | |
|
11/5/2024 | WealthPLAN Partners LLC | 564,333 | $16.30M | 2.2% | +3.4% | 9.565% | |
11/1/2024 | Lionsbridge Wealth Management LLC | 124,830 | $3.61M | 2.8% | +29.8% | 2.116% | |
10/31/2024 | Keudell Morrison Wealth Management | 519,326 | $15.00M | 4.1% | +2.7% | 8.802% | |
10/31/2024 | Financial Enhancement Group LLC | 435,918 | $12.59M | 2.2% | +1,232.1% | 7.388% | |
10/30/2024 | Ameritas Advisory Services LLC | 324,992 | $9.39M | 0.4% | -23.4% | 5.508% | |
10/24/2024 | Peterson Wealth Advisors LLC | 37,663 | $1.09M | 0.2% | -8.2% | 0.638% | |
10/23/2024 | Middleton & Co. Inc. MA | 15,975 | $461K | 0.1% | -20.6% | 0.271% | |
10/22/2024 | Private Advisor Group LLC | 884,372 | $25.54M | 0.2% | +267.3% | 14.989% | |
10/21/2024 | Foundations Investment Advisors LLC | 6,944 | $201K | 0.0% | -40.8% | 0.118% | |
10/18/2024 | Stratos Wealth Advisors LLC | 157,318 | $4.54M | 0.2% | +5.2% | 2.666% | |
10/8/2024 | CWM LLC | 470,887 | $13.60M | 0.1% | +26.9% | 7.981% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 80,845 | $2.34M | 0.1% | +21.2% | 1.370% | |
8/22/2024 | Cetera Investment Advisers | 208,628 | $5.77M | 0.0% | -2.7% | 3.536% | |
8/14/2024 | Harmony Asset Management LLC | 58,322 | $1.61M | 0.7% | +15.3% | 0.989% | |
8/12/2024 | Middleton & Co. Inc. MA | 20,107 | $556K | 0.1% | -62.3% | 0.341% | |
8/9/2024 | WealthPLAN Partners LLC | 545,585 | $15.10M | 1.6% | +0.7% | 9.247% | |
8/5/2024 | Private Advisor Group LLC | 240,747 | $6.66M | 0.0% | +505.9% | 4.080% | |
8/2/2024 | Financial Enhancement Group LLC | 32,723 | $904K | 0.1% | +14.1% | 0.555% | |
8/2/2024 | Foundations Investment Advisors LLC | 11,737 | $325K | 0.0% | -27.1% | 0.199% | |
7/31/2024 | Commonwealth Equity Services LLC | 99,939 | $2.77M | 0.0% | -50.8% | 1.694% | |
7/29/2024 | Ameritas Advisory Services LLC | 424,418 | $11.74M | 0.4% | +1.0% | 7.194% | |
7/17/2024 | Keudell Morrison Wealth Management | 505,746 | $13.99M | 4.1% | +18.3% | 8.572% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 66,717 | $1.85M | 0.1% | N/A | 1.131% | |
7/15/2024 | Lionsbridge Wealth Management LLC | 96,138 | $2.66M | 2.1% | +3.2% | 1.629% | |
7/10/2024 | CWM LLC | 370,979 | $10.27M | 0.0% | +13.1% | 6.288% | |
7/9/2024 | Northwest Capital Management Inc | 5,318 | $147K | 0.1% | +188.7% | 0.090% | |
7/9/2024 | Mather Group LLC. | 29,514 | $782K | 0.0% | N/A | 0.500% | |
5/24/2024 | Cetera Investment Advisers | 214,338 | $5.68M | 0.0% | N/A | 3.633% | |
5/23/2024 | ARQ Wealth Advisors LLC | 231,485 | $6.13M | 2.7% | +18.2% | 3.923% | |
5/17/2024 | WealthPlan Investment Management LLC | 364,049 | $9.64M | 1.5% | +2.5% | 6.170% | |
5/9/2024 | Orion Portfolio Solutions LLC | 541,710 | $14.35M | 0.2% | +209.7% | 9.182% | |
5/7/2024 | Keudell Morrison Wealth Management | 427,636 | $11.33M | 3.4% | N/A | 7.463% | |
5/7/2024 | WealthPLAN Partners LLC | 541,933 | $14.36M | 1.5% | -1.0% | 9.458% | |
5/1/2024 | Prosperity Consulting Group LLC | 127,712 | $3.38M | 0.4% | N/A | 2.229% | |
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5/1/2024 | Diversify Advisory Services LLC | 29,084 | $769K | 0.0% | N/A | 0.508% | |
4/30/2024 | Private Advisor Group LLC | 39,732 | $1.05M | 0.0% | +12.6% | 0.693% | |
4/30/2024 | Norden Group LLC | 18,928 | $501K | 0.0% | N/A | 0.330% | |
4/29/2024 | Commonwealth Equity Services LLC | 203,194 | $5.38M | 0.0% | -1.8% | 3.546% | |
4/23/2024 | Strategic Blueprint LLC | 65,388 | $1.73M | 0.1% | N/A | 1.141% | |
4/19/2024 | Norden Group LLC | 189,280 | $5.01M | 0.1% | N/A | 4.351% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 83,607 | $2.22M | 0.0% | N/A | 1.922% | |
4/15/2024 | Financial Enhancement Group LLC | 28,683 | $752K | 0.1% | -23.4% | 0.659% | |
4/11/2024 | Fortitude Family Office LLC | 5,311 | $141K | 0.1% | N/A | 0.122% | |
2/27/2024 | ARQ Wealth Advisors LLC | 195,824 | $4.95M | 2.9% | +12.5% | 4.502% | |
2/13/2024 | Cetera Advisor Networks LLC | 248,431 | $6.28M | 0.0% | -4.2% | 5.711% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 121,925 | $3.08M | 0.0% | +24.0% | 2.803% | |
2/9/2024 | Orion Portfolio Solutions LLC | 174,942 | $4.43M | 0.1% | +20.7% | 4.022% | |
2/9/2024 | D.A. Davidson & CO. | 9,360 | $236K | 0.0% | -21.0% | 0.215% | |
2/6/2024 | Private Advisor Group LLC | 35,271 | $891K | 0.0% | N/A | 0.811% | |
2/2/2024 | Truist Financial Corp | 7,971 | $201K | 0.0% | -87.7% | 0.183% | |
2/2/2024 | Atria Wealth Solutions Inc. | 16,348 | $413K | 0.0% | +55.7% | 0.376% | |
2/1/2024 | CWM LLC | 35,733 | $903K | 0.0% | +21.4% | 0.821% | |
1/24/2024 | Stratos Wealth Advisors LLC | 136,562 | $3.45M | 0.2% | +0.7% | 3.139% | |
1/18/2024 | Financial Enhancement Group LLC | 37,446 | $947K | 0.2% | +14.7% | 0.861% | |
1/16/2024 | Lionsbridge Wealth Management LLC | 93,253 | $2.36M | 1.9% | +208.0% | 2.144% | |
1/10/2024 | Peterson Wealth Advisors LLC | 32,765 | $828K | 0.2% | N/A | 0.753% | |
1/5/2024 | WealthPLAN Partners LLC | 547,298 | $13.83M | 1.4% | -0.4% | 12.582% | |
1/5/2024 | WealthPlan Investment Management LLC | 355,135 | $8.97M | 1.4% | +1.1% | 8.164% | |
11/30/2023 | ARQ Wealth Advisors LLC | 174,124 | $4.24M | 3.2% | -2.3% | 4.003% | |
11/15/2023 | WealthPlan Investment Management LLC | 351,293 | $8.56M | 1.0% | +17,273.5% | 8.076% | |
11/8/2023 | HighTower Advisors LLC | 182,040 | $4.43M | 0.0% | -1.4% | 4.185% | |
11/8/2023 | D.A. Davidson & CO. | 11,845 | $289K | 0.0% | -5.9% | 0.272% | |
11/8/2023 | Atria Wealth Solutions Inc. | 10,502 | $256K | 0.0% | N/A | 0.241% | |
11/8/2023 | Avantax Advisory Services Inc. | 110,996 | $2.71M | 0.0% | -4.1% | 2.552% | |
11/2/2023 | WealthPlan Investment Management LLC | 549,406 | $13.39M | 1.6% | +27,071.4% | 12.630% | |
11/1/2023 | Orion Portfolio Solutions LLC | 144,941 | $3.53M | 0.0% | -54.2% | 3.332% | |
10/24/2023 | Stratos Wealth Advisors LLC | 135,565 | $3.30M | 0.2% | +1.2% | 3.116% | |
10/23/2023 | Commonwealth Equity Services LLC | 193,328 | $4.71M | 0.0% | +81.6% | 4.444% | |
10/17/2023 | Financial Enhancement Group LLC | 32,634 | $804K | 0.2% | -1.9% | 0.750% | |
10/11/2023 | CWM LLC | 29,438 | $717K | 0.0% | +1,454.3% | 0.677% | |
8/23/2023 | Wolverine Trading LLC | 12,221 | $302K | 0.0% | -36.6% | 0.281% | |
8/18/2023 | ARQ Wealth Advisors LLC | 178,202 | $4.42M | 2.9% | +724.3% | 4.097% | |
8/14/2023 | Orion Portfolio Solutions LLC | 149,059 | $7.85M | 0.1% | -3.7% | 3.427% | |
8/11/2023 | Wick Capital Partners LLC | 13,990 | $347K | 0.2% | N/A | 0.325% | |
8/11/2023 | Smith Moore & CO. | 213,466 | $5.30M | 0.7% | +54.0% | 4.964% | |
8/10/2023 | Commonwealth Equity Services LLC | 106,474 | $2.64M | 0.0% | +1.7% | 2.476% | |
8/10/2023 | Cetera Advisor Networks LLC | 294,731 | $7.31M | 0.1% | -0.9% | 6.854% | |
8/4/2023 | Envestnet Asset Management Inc. | 80,747 | $2.00M | 0.0% | +19.7% | 1.878% | |
8/3/2023 | Northwest Capital Management Inc | 1,844 | $46K | 0.0% | N/A | 0.043% | |
8/3/2023 | CWM LLC | 1,894 | $47K | 0.0% | N/A | 0.044% | |
8/1/2023 | Truist Financial Corp | 68,154 | $1.69M | 0.0% | +24.2% | 1.585% | |
7/31/2023 | WealthPLAN Partners LLC | 397,870 | $9.87M | 1.4% | -30.5% | 9.253% | |
7/31/2023 | Lionsbridge Wealth Management LLC | 30,433 | $755K | 0.7% | -10.2% | 0.708% | |
7/25/2023 | WealthPlan Investment Management LLC | 2,022 | $68K | 0.0% | -99.4% | 0.047% | |
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7/25/2023 | Ameritas Advisory Services LLC | 366,255 | $9.05M | 1.2% | +34.9% | 8.518% | |
7/18/2023 | Fiduciary Alliance LLC | 3,771 | $94K | 0.0% | N/A | 0.088% | |
7/18/2023 | Stratos Wealth Advisors LLC | 133,954 | $3.32M | 0.2% | N/A | 3.115% | |
7/11/2023 | Flagship Harbor Advisors LLC | 114,310 | $2.84M | 0.2% | N/A | 2.658% | |
5/17/2023 | Financial Enhancement Group LLC | 435,918 | $10.43M | 2.0% | +18.9% | 10.555% | |
5/12/2023 | Smith Moore & CO. | 138,657 | $3.28M | 0.4% | +2.6% | 3.357% | |
5/12/2023 | HighTower Advisors LLC | 189,474 | $4.48M | 0.0% | +869.6% | 4.588% | |
5/11/2023 | Commonwealth Equity Services LLC | 104,735 | $2.47M | 0.0% | N/A | 2.536% | |
5/10/2023 | WealthPLAN Partners LLC | 572,627 | $13.53M | 1.5% | -40.5% | 13.865% | |
5/9/2023 | ARQ Wealth Advisors LLC | 21,619 | $511K | 0.4% | N/A | 0.523% | |