10/30/2024 | Landmark Wealth Management LLC | 54,039 | $2.13M | 0.9% | -1.8% | 0.513% | |
10/30/2024 | Legacy CG LLC | 295,917 | $11.66M | 3.8% | -1.0% | 2.810% | |
10/29/2024 | Donaldson Capital Management LLC | 17,336 | $683K | 0.0% | +78.4% | 0.165% | |
10/29/2024 | Janney Montgomery Scott LLC | 140,323 | $5.53M | 0.0% | +4.0% | 1.333% | |
10/25/2024 | Legacy Wealth Management Inc | 440,435 | $17.35M | 1.1% | +4.0% | 4.183% | |
10/24/2024 | Goldstein Advisors LLC | 473,490 | $18.66M | 2.8% | +6.2% | 4.497% | |
|
10/24/2024 | Masso Torrence Wealth Management Inc. | 23,985 | $945K | 0.5% | N/A | 0.228% | |
10/23/2024 | West Michigan Advisors LLC | 9,844 | $389K | 0.1% | -53.8% | 0.093% | |
10/22/2024 | Sterling Investment Counsel LLC | 124,048 | $4.89M | 1.7% | +5.7% | 1.178% | |
10/22/2024 | Private Advisor Group LLC | 11,380 | $448K | 0.0% | +46.4% | 0.108% | |
10/19/2024 | Bernardo Wealth Planning LLC | 146,111 | $5.74M | 1.4% | -2.4% | 1.388% | |
10/18/2024 | Raymond James & Associates | 63,630 | $2.51M | 0.0% | +1.2% | 0.604% | |
10/17/2024 | Strid Group LLC | 81,272 | $3.20M | 0.5% | +7.1% | 0.772% | |
10/16/2024 | Bleakley Financial Group LLC | 13,236 | $521K | 0.0% | +12.4% | 0.126% | |
10/16/2024 | Naviter Wealth LLC | 68,746 | $2.72M | 0.4% | +42.2% | 0.653% | |
10/16/2024 | Cornerstone Wealth Management LLC | 17,706 | $698K | 0.0% | +16.6% | 0.168% | |
10/16/2024 | Amplius Wealth Advisors LLC | 35,964 | $1.42M | 0.2% | -10.8% | 0.342% | |
10/16/2024 | ERn Financial LLC | 203,918 | $8.03M | 1.2% | -0.4% | 1.937% | |
10/15/2024 | Magnus Financial Group LLC | 33,519 | $1.32M | 0.1% | +3.0% | 0.318% | |
10/7/2024 | Consilio Wealth Advisors LLC | 106,034 | $4.18M | 1.7% | +4.6% | 1.007% | |
10/7/2024 | GAMMA Investing LLC | 16,788 | $661K | 0.1% | +108.9% | 0.159% | |
10/4/2024 | Thrive Wealth Management LLC | 14,267 | $562K | 0.1% | -4.6% | 0.135% | |
10/2/2024 | Stonehearth Capital Management LLC | 11,941 | $470K | 0.2% | +16.8% | 0.113% | |
9/5/2024 | Sanctuary Advisors LLC | 15,383 | $590K | 0.0% | N/A | 0.146% | |
8/28/2024 | RiverFront Investment Group LLC | 31,566 | $1.22M | 0.0% | +8.4% | 0.300% | |
8/21/2024 | Truist Financial Corp | 8,443 | $327K | 0.0% | N/A | 0.080% | |
8/16/2024 | NewEdge Advisors LLC | 39,187 | $1.52M | 0.0% | -27.7% | 0.372% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 905,363 | $35.04M | 0.0% | +4.7% | 8.598% | |
8/16/2024 | Sepio Capital LP | 108,550 | $4.20M | 0.4% | +21.2% | 1.031% | |
8/10/2024 | Hill Island Financial LLC | 6,375 | $247K | 0.1% | -54.3% | 0.061% | |
8/10/2024 | Madison Wealth Partners Inc | 12,891 | $499K | 0.2% | -16.4% | 0.122% | |
8/8/2024 | Envestnet Asset Management Inc. | 126,887 | $4.91M | 0.0% | +11.2% | 1.205% | |
8/2/2024 | Naviter Wealth LLC | 48,348 | $1.88M | 0.3% | +21.7% | 0.459% | |
8/2/2024 | Magnus Financial Group LLC | 32,554 | $1.26M | 0.1% | +1.6% | 0.309% | |
7/31/2024 | Commonwealth Equity Services LLC | 129,304 | $5.00M | 0.0% | +23.1% | 1.228% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 49,973 | $1.93M | 0.0% | -6.7% | 0.475% | |
7/25/2024 | Sterling Investment Counsel LLC | 117,304 | $4.54M | 1.8% | +18.0% | 1.114% | |
7/24/2024 | Goldstein Advisors LLC | 445,891 | $17.26M | 2.9% | +6.7% | 4.234% | |
7/23/2024 | Vicus Capital | 11,527 | $446K | 0.0% | +7.8% | 0.109% | |
7/23/2024 | Amplius Wealth Advisors LLC | 40,327 | $1.56M | 0.2% | -7.2% | 0.383% | |
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7/22/2024 | Legacy CG LLC | 299,055 | $11.57M | 3.9% | +5.4% | 2.840% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 1,381,183 | $53.45M | 0.1% | +5.4% | 13.117% | |
7/19/2024 | Raymond James & Associates | 62,859 | $2.43M | 0.0% | -0.6% | 0.597% | |
7/17/2024 | ERn Financial LLC | 204,725 | $7.92M | 1.3% | +3.0% | 1.944% | |
7/17/2024 | Westside Investment Management Inc. | 27,560 | $1.07M | 0.2% | +23.9% | 0.262% | |
7/17/2024 | Strid Group LLC | 75,864 | $2.94M | 0.5% | +1.3% | 0.720% | |
7/16/2024 | Cornerstone Wealth Management LLC | 15,184 | $588K | 0.0% | N/A | 0.144% | |
7/15/2024 | Fifth Third Securities Inc. | 14,895 | $578K | 0.1% | N/A | 0.141% | |
7/12/2024 | Thrive Wealth Management LLC | 14,961 | $579K | 0.1% | -6.5% | 0.142% | |
7/12/2024 | Central Valley Advisors LLC | 49,765 | $1.89M | 1.0% | +5.9% | 0.473% | |
7/10/2024 | Simplicity Wealth LLC | 11,771 | $456K | 0.0% | +69.1% | 0.112% | |
7/10/2024 | Bernardo Wealth Planning LLC | 149,778 | $5.80M | 1.6% | -0.4% | 1.422% | |
7/5/2024 | Stonehearth Capital Management LLC | 10,220 | $395K | 0.2% | -4.1% | 0.097% | |
7/2/2024 | GAMMA Investing LLC | 8,035 | $311K | 0.0% | -25.9% | 0.076% | |
5/24/2024 | Cetera Investment Advisers | 59,708 | $2.32M | 0.0% | N/A | 0.567% | |
5/17/2024 | Comerica Bank | 8,893 | $345K | 0.0% | +20.8% | 0.084% | |
5/14/2024 | Axxcess Wealth Management LLC | 11,798 | $458K | 0.0% | -14.7% | 0.112% | |
5/8/2024 | Bleakley Financial Group LLC | 6,960 | $270K | 0.0% | +15.4% | 0.066% | |
5/8/2024 | Avantax Advisory Services Inc. | 230,957 | $8.97M | 0.1% | -51.0% | 2.193% | |
5/7/2024 | Bernardo Wealth Planning LLC | 150,353 | $5.84M | 1.6% | +0.7% | 1.428% | |
5/2/2024 | RiverFront Investment Group LLC | 29,114 | $1.13M | 0.0% | +328.8% | 0.276% | |
5/1/2024 | Janney Montgomery Scott LLC | 137,374 | $5.34M | 0.0% | -2.4% | 1.305% | |
4/30/2024 | Madison Wealth Partners Inc | 15,416 | $599K | 0.2% | -18.0% | 0.148% | |
4/29/2024 | Commonwealth Equity Services LLC | 105,061 | $4.08M | 0.0% | +10.7% | 1.010% | |
4/26/2024 | Sterling Investment Counsel LLC | 99,382 | $3.86M | 1.8% | +3.2% | 0.956% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 53,560 | $2.08M | 0.0% | -9.7% | 0.515% | |
4/24/2024 | Strid Group LLC | 74,899 | $2.91M | 0.5% | +8.5% | 0.720% | |
4/24/2024 | Landmark Wealth Management LLC | 50,872 | $1.98M | 0.9% | +4.6% | 0.489% | |
4/24/2024 | Simplicity Wealth LLC | 6,960 | $270K | 0.0% | N/A | 0.067% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,310,661 | $50.91M | 0.1% | -22.7% | 12.603% | |
4/22/2024 | Legacy CG LLC | 283,614 | $11.02M | 4.0% | -16.0% | 2.727% | |
4/19/2024 | Westside Investment Management Inc. | 22,250 | $863K | 0.2% | +15.6% | 0.214% | |
4/18/2024 | Naviter Wealth LLC | 39,726 | $1.55M | 0.3% | N/A | 0.382% | |
4/16/2024 | Capital Asset Advisory Services LLC | 11,798 | $454K | 0.0% | -14.7% | 0.113% | |
4/16/2024 | Thrive Wealth Management LLC | 15,998 | $621K | 0.1% | -26.2% | 0.154% | |
4/16/2024 | ERn Financial LLC | 198,725 | $7.72M | 1.3% | -0.9% | 1.911% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 144,203 | $5.60M | 0.2% | +10.3% | 1.387% | |
4/13/2024 | Legacy Wealth Management Inc | 423,304 | $16.44M | 1.2% | +1.9% | 4.276% | |
4/12/2024 | Central Valley Advisors LLC | 46,972 | $1.82M | 0.9% | +10.3% | 0.474% | |
4/5/2024 | GAMMA Investing LLC | 10,847 | $421K | 0.1% | +66.9% | 0.110% | |
4/2/2024 | Stonehearth Capital Management LLC | 10,659 | $414K | 0.2% | -37.1% | 0.108% | |
2/17/2024 | Madison Wealth Partners Inc | 18,805 | $732K | 0.3% | -17.7% | 0.190% | |
2/15/2024 | Financial Planning & Information Services Inc. | 114,119 | $4.44M | 0.7% | +40.0% | 1.153% | |
2/12/2024 | Goldstein Advisors LLC | 395,238 | $15.39M | 2.6% | -0.6% | 3.992% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 43,750 | $1.70M | 0.0% | -22.5% | 0.442% | |
2/9/2024 | Sepio Capital LP | 131,628 | $5.13M | 0.4% | +6.4% | 1.330% | |
2/9/2024 | Avantax Planning Partners Inc. | 33,278 | $1.30M | 0.0% | +27.5% | 0.336% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 59,311 | $2.31M | 0.0% | -49.8% | 0.599% | |
2/9/2024 | Tidemark LLC | 749 | $29K | 0.0% | N/A | 0.008% | |
2/9/2024 | Central Valley Advisors LLC | 42,580 | $1.66M | 1.0% | N/A | 0.430% | |
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2/9/2024 | D.A. Davidson & CO. | 12,587 | $490K | 0.0% | -17.5% | 0.127% | |
2/8/2024 | Janney Montgomery Scott LLC | 140,710 | $5.48M | 0.0% | -1.5% | 1.421% | |
2/7/2024 | Avantax Advisory Services Inc. | 471,532 | $18.36M | 0.2% | -4.1% | 4.763% | |
2/7/2024 | Gratus Capital LLC | 302,462 | $11.78M | 0.7% | +4.0% | 3.055% | |
2/7/2024 | Private Portfolio Partners LLC | 27,692 | $1.08M | 0.2% | +13.4% | 0.280% | |
2/6/2024 | Private Advisor Group LLC | 6,792 | $264K | 0.0% | +12.4% | 0.069% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 130,762 | $5.09M | 0.2% | +60.0% | 1.321% | |
2/6/2024 | Axxcess Wealth Management LLC | 13,831 | $539K | 0.0% | -29.5% | 0.140% | |
2/5/2024 | RiverFront Investment Group LLC | 6,790 | $264K | 0.0% | -66.0% | 0.069% | |
2/1/2024 | GAMMA Investing LLC | 6,499 | $252K | 0.1% | N/A | 0.066% | |