11/15/2024 | Valued Retirements Inc. | 15,528 | $493K | 0.7% | N/A | 0.166% | |
11/15/2024 | MML Investors Services LLC | 55,184 | $1.75M | 0.0% | -10.8% | 0.590% | |
11/15/2024 | Jane Street Group LLC | 283,542 | $9.01M | 0.0% | +84.4% | 3.033% | |
11/15/2024 | Stifel Financial Corp | 76,195 | $2.42M | 0.0% | +17.2% | 0.815% | |
11/15/2024 | True Wealth Design LLC | 12,932 | $411K | 0.2% | -32.6% | 0.138% | |
11/13/2024 | FMR LLC | 1,799 | $57K | 0.0% | +113.2% | 0.019% | |
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11/12/2024 | CFS Investment Advisory Services LLC | 7,209 | $229K | 0.0% | N/A | 0.077% | |
11/8/2024 | Cedar Wealth Management LLC | 787,543 | $25.01M | 7.8% | +0.3% | 8.423% | |
11/7/2024 | MAI Capital Management | 42,685 | $1.36M | 0.0% | -30.2% | 0.457% | |
11/4/2024 | 1900 Wealth Management LLC | 54,817 | $1.68M | 0.2% | +2.0% | 0.586% | |
11/1/2024 | Leavell Investment Management Inc. | 36,610 | $1.16M | 0.1% | +49.9% | 0.392% | |
10/30/2024 | Falcon Wealth Planning | 50,410 | $1.60M | 0.2% | N/A | 0.539% | |
10/30/2024 | Chaney Capital Management Inc. | 189,353 | $6.01M | 3.4% | +131.1% | 2.025% | |
10/29/2024 | Opes Wealth Management LLC | 136,901 | $4.35M | 0.8% | -0.2% | 1.464% | |
10/29/2024 | Fullcircle Wealth LLC | 33,891 | $1.05M | 0.5% | +3.9% | 0.362% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 36,566 | $1.16M | 0.1% | +6.8% | 0.391% | |
10/25/2024 | Edge Financial Advisors LLC | 9,404 | $299K | 0.3% | N/A | 0.101% | |
10/24/2024 | Capital Advisors Ltd. LLC | 2,568 | $82K | 0.0% | -17.3% | 0.027% | |
10/22/2024 | Private Advisor Group LLC | 11,317 | $359K | 0.0% | +5.6% | 0.121% | |
10/22/2024 | WT Wealth Management | 45,110 | $1.41M | 0.3% | +4.4% | 0.482% | |
10/18/2024 | Raymond James & Associates | 204,098 | $6.48M | 0.0% | +1.5% | 2.183% | |
10/17/2024 | OmniStar Financial Group Inc. | 21,645 | $690K | 0.5% | +9.9% | 0.231% | |
10/16/2024 | Cornerstone Wealth Management LLC | 146,664 | $4.66M | 0.3% | +4.0% | 1.569% | |
10/16/2024 | BOS Asset Management LLC | 196,912 | $6.25M | 2.3% | +10.8% | 2.106% | |
10/10/2024 | Octavia Wealth Advisors LLC | 24,649 | $783K | 0.1% | -1.8% | 0.264% | |
10/7/2024 | KWB Wealth | 423,255 | $12.88M | 1.7% | N/A | 4.527% | |
10/2/2024 | Dentgroup LLC | 24,132 | $766K | 0.6% | N/A | 0.258% | |
8/22/2024 | Cetera Investment Advisers | 73,854 | $2.25M | 0.0% | +40.4% | 0.790% | |
8/21/2024 | Truist Financial Corp | 53,224 | $1.62M | 0.0% | -1.8% | 0.569% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 258,810 | $7.87M | 0.0% | +2,774.1% | 2.768% | |
8/13/2024 | Legacy Financial Advisors Inc. | 31,086 | $946K | 0.2% | N/A | 0.332% | |
8/13/2024 | Cedar Wealth Management LLC | 785,576 | $23.90M | 7.8% | +0.5% | 8.402% | |
8/12/2024 | WCG Wealth Advisors LLC | 369,902 | $11.25M | 0.8% | +4.7% | 3.956% | |
8/8/2024 | Envestnet Asset Management Inc. | 66,008 | $2.01M | 0.0% | +3.8% | 0.706% | |
8/8/2024 | LPL Financial LLC | 1,216,075 | $36.99M | 0.0% | +8.6% | 13.006% | |
8/6/2024 | Opes Wealth Management LLC | 137,243 | $4.18M | 0.9% | -1.7% | 1.468% | |
7/31/2024 | Commonwealth Equity Services LLC | 12,347 | $376K | 0.0% | +3.5% | 0.132% | |
7/30/2024 | BOS Asset Management LLC | 177,727 | $5.41M | 2.5% | +19.9% | 1.901% | |
7/30/2024 | International Assets Investment Management LLC | 1,435 | $44K | 0.0% | N/A | 0.015% | |
7/27/2024 | OmniStar Financial Group Inc. | 19,701 | $599K | 0.5% | N/A | 0.211% | |
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7/26/2024 | 1900 Wealth Management LLC | 53,726 | $1.63M | 0.2% | -2.0% | 0.575% | |
7/26/2024 | Breakwater Capital Group | 77,670 | $2.36M | 0.5% | +15.3% | 0.831% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 46,095 | $1.40M | 0.0% | +350.9% | 0.493% | |
7/25/2024 | Fullcircle Wealth LLC | 32,615 | $983K | 0.4% | N/A | 0.349% | |
7/19/2024 | Raymond James & Associates | 201,016 | $6.12M | 0.0% | +1.6% | 2.150% | |
7/18/2024 | Chaney Capital Management Inc. | 81,943 | $2.49M | 1.7% | N/A | 0.876% | |
7/16/2024 | Cornerstone Wealth Management LLC | 140,979 | $4.29M | 0.3% | +2.3% | 1.508% | |
7/15/2024 | Fifth Third Securities Inc. | 9,530 | $290K | 0.0% | +9.0% | 0.102% | |
5/24/2024 | Cetera Advisors LLC | 13,762 | $422K | 0.0% | N/A | 0.147% | |
5/24/2024 | Cetera Investment Advisers | 52,595 | $1.61M | 0.0% | N/A | 0.563% | |
5/13/2024 | Cedar Wealth Management LLC | 781,521 | $23.97M | 7.9% | +3.5% | 8.359% | |
5/9/2024 | New Insight Wealth Advisors | 8,505 | $261K | 0.2% | N/A | 0.092% | |
5/8/2024 | Avantax Advisory Services Inc. | 188,201 | $5.77M | 0.1% | +14.9% | 2.035% | |
5/7/2024 | BOS Asset Management LLC | 148,224 | $4.55M | 2.4% | N/A | 1.602% | |
4/30/2024 | Private Advisor Group LLC | 16,075 | $493K | 0.0% | -4.0% | 0.174% | |
4/24/2024 | 1900 Wealth Management LLC | 54,817 | $1.68M | 0.2% | -11.3% | 0.593% | |
4/22/2024 | Raymond James & Associates | 197,772 | $6.07M | 0.0% | +4.7% | 2.138% | |
4/22/2024 | Edge Financial Advisors LLC | 9,319 | $286K | 0.3% | N/A | 0.101% | |
4/19/2024 | Cornerstone Wealth Management LLC | 137,827 | $4.23M | 0.3% | +4.1% | 2.057% | |
4/18/2024 | Breakwater Capital Group | 67,365 | $2.07M | 0.5% | +12.2% | 1.005% | |
2/14/2024 | True Wealth Design LLC | 21,796 | $623K | 0.2% | +11.7% | 0.325% | |
2/14/2024 | CFS Investment Advisory Services LLC | 17,607 | $503K | 0.1% | -35.8% | 0.263% | |
2/8/2024 | Financial Advocates Investment Management | 17,212 | $492K | 0.0% | N/A | 0.257% | |
2/8/2024 | WT Wealth Management | 44,456 | $1.27M | 0.5% | +95.5% | 0.664% | |
2/7/2024 | Avantax Advisory Services Inc. | 163,847 | $4.68M | 0.0% | +6.4% | 2.445% | |
2/7/2024 | McKinley Carter Wealth Services Inc. | 32,988 | $943K | 0.1% | +60.4% | 0.492% | |
2/7/2024 | Principal Securities Inc. | 1,481 | $42K | 0.0% | N/A | 0.022% | |
2/6/2024 | Lincoln National Corp | 35,233 | $1.01M | 0.0% | +24.2% | 0.526% | |
2/6/2024 | Private Advisor Group LLC | 16,751 | $479K | 0.0% | +2.6% | 0.250% | |
2/6/2024 | Merit Financial Group LLC | 80,515 | $2.30M | 0.1% | +3.2% | 1.202% | |
2/2/2024 | Delta Investment Management LLC | 9,496 | $271K | 0.1% | -6.4% | 0.142% | |
2/1/2024 | 1900 Wealth Management LLC | 61,818 | $1.77M | 0.2% | -8.3% | 0.923% | |
1/31/2024 | Opes Wealth Management LLC | 150,011 | $4.29M | 1.0% | -2.0% | 2.239% | |
1/31/2024 | Sterling Financial Planning Inc. | 7,451 | $213K | 0.1% | N/A | 0.111% | |
1/25/2024 | International Assets Investment Management LLC | 41,027 | $1.17M | 0.0% | N/A | 0.612% | |
1/24/2024 | Breakwater Capital Group | 60,014 | $1.69M | 0.5% | +25.1% | 0.896% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 19,457 | $556K | 0.0% | -26.8% | 0.290% | |
1/16/2024 | Raymond James & Associates | 188,934 | $5.40M | 0.0% | -0.3% | 2.820% | |
1/12/2024 | Scharf Investments LLC | 9,836 | $281K | 0.0% | N/A | 0.147% | |
1/11/2024 | Ullmann Wealth Partners Group LLC | 11,025 | $315K | 0.1% | -5.1% | 0.165% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 24,139 | $690K | 0.1% | N/A | 0.360% | |
1/10/2024 | Cornerstone Wealth Management LLC | 132,420 | $3.79M | 0.3% | -1.6% | 1.976% | |
12/4/2023 | WT Wealth Management | 22,738 | $589K | 0.3% | +2.0% | 0.339% | |
11/13/2023 | True Wealth Design LLC | 19,510 | $505K | 0.2% | -3.5% | 0.291% | |
11/13/2023 | LPL Financial LLC | 589,274 | $15.26M | 0.0% | +10.9% | 8.795% | |
11/13/2023 | WCG Wealth Advisors LLC | 553,208 | $14.51M | 1.1% | N/A | 8.257% | |
11/8/2023 | Avantax Advisory Services Inc. | 153,988 | $3.99M | 0.0% | +1.8% | 2.298% | |
11/7/2023 | Merit Financial Group LLC | 77,984 | $2.02M | 0.1% | -19.1% | 1.164% | |
11/7/2023 | Cornerstone Wealth Management LLC | 134,600 | $3.49M | 0.3% | +3.6% | 2.009% | |
11/6/2023 | Lincoln National Corp | 28,375 | $735K | 0.0% | +26.2% | 0.424% | |
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11/6/2023 | Breakwater Capital Group | 47,959 | $1.22M | 0.4% | +456.8% | 0.716% | |
11/3/2023 | Private Advisor Group LLC | 16,324 | $423K | 0.0% | +6.0% | 0.244% | |
11/3/2023 | Opes Wealth Management LLC | 153,032 | $3.96M | 1.1% | -3.0% | 2.284% | |
11/2/2023 | Capital Investment Advisory Services LLC | 2,300 | $60K | 0.0% | +228.6% | 0.034% | |
10/30/2023 | Cedar Wealth Management LLC | 588,240 | $15.24M | 6.0% | +4.4% | 8.780% | |
10/26/2023 | Interactive Financial Advisors Inc. | 16,481 | $427K | 0.3% | N/A | 0.246% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 26,593 | $689K | 0.0% | +13.7% | 0.397% | |
10/24/2023 | Raymond James & Associates | 189,439 | $4.91M | 0.0% | +6.6% | 2.827% | |
10/17/2023 | 1900 Wealth Management LLC | 67,418 | $1.75M | 0.2% | -31.9% | 1.006% | |
10/13/2023 | McKinley Carter Wealth Services Inc. | 20,564 | $533K | 0.0% | +5.9% | 0.307% | |