10/31/2024 | Global Strategic Investment Solutions LLC | 467,579 | $14.39M | 1.7% | -41.5% | 12.051% | |
10/28/2024 | Summit Wealth Partners LLC | 14,092 | $434K | 0.1% | N/A | 0.363% | |
10/22/2024 | Signaturefd LLC | 16,079 | $495K | 0.0% | N/A | 0.414% | |
10/17/2024 | Claro Advisors LLC | 13,565 | $418K | 0.0% | +24.4% | 0.350% | |
10/17/2024 | BCS Wealth Management | 11,992 | $369K | 0.2% | -9.8% | 0.309% | |
8/16/2024 | NewEdge Advisors LLC | 181,561 | $5.32M | 0.0% | -12.9% | 4.679% | |
|
8/8/2024 | WPWealth LLP | 110,146 | $3.23M | 0.8% | -29.3% | 2.839% | |
8/8/2024 | Wealthgarden F.S. LLC | 13,851 | $406K | 0.4% | N/A | 0.357% | |
8/1/2024 | Claro Advisors LLC | 10,903 | $319K | 0.0% | -15.6% | 0.281% | |
7/31/2024 | Commonwealth Equity Services LLC | 169,640 | $4.97M | 0.0% | +0.6% | 4.372% | |
7/15/2024 | D.B. Root & Company LLC | 10,280 | $301K | 0.1% | -12.0% | 0.265% | |
7/10/2024 | CWM LLC | 39,558 | $1.16M | 0.0% | +4.5% | 1.020% | |
5/23/2024 | ARQ Wealth Advisors LLC | 8,905 | $258K | 0.1% | N/A | 0.230% | |
5/9/2024 | SageView Advisory Group LLC | 4,355 | $126K | 0.0% | -85.4% | 0.111% | |
4/29/2024 | Commonwealth Equity Services LLC | 168,576 | $4.88M | 0.0% | +2.8% | 4.289% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 90,647 | $2.62M | 0.1% | -13.0% | 2.307% | |
4/18/2024 | Claro Advisors LLC | 12,923 | $374K | 0.1% | -10.6% | 0.329% | |
4/17/2024 | D.B. Root & Company LLC | 11,684 | $338K | 0.1% | -25.0% | 0.297% | |
4/10/2024 | BCS Wealth Management | 13,290 | $384K | 0.1% | -9.4% | 0.338% | |
4/10/2024 | Lantz Financial LLC | 61,973 | $1.79M | 0.6% | -0.8% | 1.577% | |
3/6/2024 | SageView Advisory Group LLC | 29,844 | $835K | 0.0% | +206.8% | 0.779% | |
2/9/2024 | SageView Advisory Group LLC | 29,844 | $835K | 0.0% | +206.8% | 0.779% | |
2/7/2024 | Avantax Advisory Services Inc. | 21,279 | $595K | 0.0% | -57.3% | 0.556% | |
2/7/2024 | Berger Financial Group Inc | 29,998 | $838K | 0.1% | N/A | 0.783% | |
2/7/2024 | Arlington Capital Management Inc. | 7,796 | $218K | 0.2% | N/A | 0.204% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 13,234 | $370K | 0.0% | -12.4% | 0.346% | |
2/1/2024 | Corrado Advisors LLC | 17,105 | $478K | 0.4% | N/A | 0.447% | |
2/1/2024 | CWM LLC | 36,174 | $1.01M | 0.0% | +21.7% | 0.944% | |
1/22/2024 | Claro Advisors LLC | 14,463 | $404K | 0.1% | N/A | 0.378% | |
1/19/2024 | AdvisorNet Financial Inc | 959 | $27K | 0.0% | +418.4% | 0.025% | |
1/16/2024 | D.B. Root & Company LLC | 15,577 | $435K | 0.2% | N/A | 0.407% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 16,957 | $474K | 0.0% | +67.3% | 0.443% | |
1/12/2024 | Global Strategic Investment Solutions LLC | 971,929 | $27.16M | 3.3% | +170.9% | 25.377% | |
1/12/2024 | Lantz Financial LLC | 62,477 | $1.75M | 0.6% | +5.5% | 1.631% | |
1/11/2024 | FORVIS Wealth Advisors LLC | 104,149 | $2.91M | 0.1% | -13.0% | 2.719% | |
1/11/2024 | BCS Wealth Management | 14,665 | $410K | 0.2% | +15.3% | 0.383% | |
1/11/2024 | Diligent Investors LLC | 8,494 | $237K | 0.1% | N/A | 0.222% | |
1/10/2024 | Sugarloaf Wealth Management LLC | 1,500 | $42K | 0.0% | N/A | 0.039% | |
1/10/2024 | Cypress Financial Planning LLC | 9,549 | $264K | 0.2% | N/A | 0.249% | |
1/9/2024 | IFP Advisors Inc | 416,683 | $11.64M | 0.5% | -11.0% | 10.879% | |
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11/15/2023 | WealthPlan Investment Management LLC | 165,378 | $4.34M | 0.5% | +82,589.0% | 4.318% | |
11/8/2023 | HighTower Advisors LLC | 15,096 | $396K | 0.0% | -92.3% | 0.394% | |
11/8/2023 | Avantax Advisory Services Inc. | 49,860 | $1.31M | 0.0% | +2.5% | 1.302% | |
11/6/2023 | Lincoln National Corp | 18,037 | $473K | 0.0% | -19.6% | 0.471% | |
11/3/2023 | SageView Advisory Group LLC | 9,726 | $255K | 0.0% | -52.4% | 0.254% | |
11/2/2023 | WealthPlan Investment Management LLC | 168,290 | $4.42M | 0.5% | +84,045.0% | 4.394% | |
11/1/2023 | Allen Capital Group LLC | 11,883 | $308K | 0.1% | -75.1% | 0.310% | |
10/26/2023 | FORVIS Wealth Advisors LLC | 119,655 | $3.14M | 0.1% | -7.2% | 3.124% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 10,134 | $266K | 0.0% | N/A | 0.265% | |
10/23/2023 | Commonwealth Equity Services LLC | 173,821 | $4.56M | 0.0% | -1.4% | 4.538% | |
10/20/2023 | U.S. Capital Wealth Advisors LLC | 15,109 | $397K | 0.0% | -37.1% | 0.394% | |
10/13/2023 | Global Strategic Investment Solutions LLC | 358,712 | $9.42M | 1.2% | -3.1% | 9.366% | |
10/12/2023 | IFP Advisors Inc | 468,355 | $12.29M | 0.6% | -10.4% | 12.229% | |
10/12/2023 | WPWealth LLP | 170,941 | $4.49M | 1.7% | +14.9% | 4.463% | |
10/11/2023 | CWM LLC | 29,718 | $780K | 0.0% | +21.9% | 0.776% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 1,030 | $27K | 0.0% | N/A | 0.027% | |
8/24/2023 | Arlington Capital Management Inc. | 7,844 | $205K | 0.2% | -69.7% | 0.205% | |
8/14/2023 | IFP Advisors Inc | 522,885 | $13.63M | 0.6% | -1.5% | 13.652% | |
8/11/2023 | SageView Advisory Group LLC | 20,450 | $533K | 0.0% | -46.5% | 0.534% | |
8/10/2023 | First Commonwealth Financial Corp PA | 18,986 | $495K | 0.2% | -54.5% | 0.496% | |
8/10/2023 | Commonwealth Equity Services LLC | 176,245 | $4.60M | 0.0% | -1.3% | 4.602% | |
8/10/2023 | Cetera Advisor Networks LLC | 17,327 | $452K | 0.0% | -6.1% | 0.452% | |
8/8/2023 | FORVIS Wealth Advisors LLC | 128,937 | $3.36M | 0.1% | -2.0% | 3.367% | |
8/8/2023 | Brown Wealth Management LLC | 10,807 | $282K | 0.1% | N/A | 0.282% | |
8/4/2023 | Envestnet Asset Management Inc. | 56,086 | $1.46M | 0.0% | +14.4% | 1.464% | |
8/4/2023 | U.S. Capital Wealth Advisors LLC | 24,027 | $627K | 0.0% | -6.3% | 0.627% | |
8/4/2023 | IFP Advisors Inc | 522,885 | $13.14M | 0.6% | -1.5% | 13.652% | |
8/3/2023 | CWM LLC | 24,371 | $635K | 0.0% | +22.6% | 0.636% | |
7/31/2023 | WealthPLAN Partners LLC | 118,696 | $3.10M | 0.4% | -33.6% | 3.099% | |
7/26/2023 | Michael S. Ryan Inc. | 358,561 | $9.36M | 8.6% | N/A | 9.362% | |
7/19/2023 | BCS Wealth Management | 13,036 | $340K | 0.2% | -34.7% | 0.340% | |
7/11/2023 | Brookstone Capital Management | 14,254 | $370K | 0.0% | -20.4% | 0.372% | |
5/12/2023 | WPWealth LLP | 152,245 | $3.84M | 1.8% | -31.5% | 3.642% | |
5/12/2023 | HighTower Advisors LLC | 297,616 | $7.51M | 0.0% | +0.4% | 7.120% | |
5/11/2023 | U.S. Capital Wealth Advisors LLC | 25,646 | $647K | 0.0% | +19.7% | 0.614% | |
5/10/2023 | WealthPLAN Partners LLC | 178,722 | $4.51M | 0.5% | -48.8% | 4.276% | |
5/8/2023 | WealthPlan Investment Management LLC | 172,202 | $4.35M | 0.7% | -50.7% | 4.120% | |
5/4/2023 | Ausdal Financial Partners Inc. | 8,370 | $211K | 0.0% | N/A | 0.200% | |
5/2/2023 | Lincoln National Corp | 22,423 | $566K | 0.0% | +5.8% | 0.536% | |
5/1/2023 | CWM LLC | 19,875 | $502K | 0.0% | N/A | 0.475% | |
4/28/2023 | Avantax Advisory Services Inc. | 44,961 | $1.14M | 0.0% | +11.1% | 1.076% | |
4/28/2023 | Allen Capital Group LLC | 47,736 | $1.21M | 0.2% | N/A | 1.142% | |
4/27/2023 | FORVIS Wealth Advisors LLC | 131,527 | $3.32M | 0.1% | -2.4% | 3.147% | |
4/20/2023 | Global Strategic Investment Solutions LLC | 392,958 | $9.92M | 1.4% | -1.0% | 9.401% | |
4/19/2023 | Brookstone Capital Management | 17,902 | $455K | 0.0% | +6.1% | 0.428% | |
4/18/2023 | IFP Advisors Inc | 530,901 | $13.34M | 0.6% | -0.2% | 12.701% | |
4/10/2023 | Lantz Financial LLC | 59,545 | $1.50M | 0.6% | -0.8% | 1.425% | |
4/10/2023 | BCS Wealth Management | 19,966 | $504K | 0.2% | -5.7% | 0.478% | |
3/6/2023 | OLD Mission Capital LLC | 2,471 | $59K | 0.0% | N/A | 0.055% | |
2/16/2023 | WealthPLAN Partners LLC | 349,100 | $8.74M | 0.6% | N/A | 7.706% | |
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2/14/2023 | First Commonwealth Financial Corp PA | 42,060 | $1M | 0.4% | N/A | 0.928% | |
2/13/2023 | Trustcore Financial Services LLC | 71,314 | $1.70M | 0.1% | +13.2% | 1.574% | |
2/10/2023 | CoreCap Advisors LLC | 3,657 | $87K | 0.0% | N/A | 0.081% | |
2/10/2023 | Arlington Capital Management Inc. | 12,404 | $295K | 0.3% | N/A | 0.274% | |
2/10/2023 | Corrado Advisors LLC | 100,571 | $2.39M | 1.7% | +324.7% | 2.220% | |
2/10/2023 | Pillar Wealth Advisors LLC | 22,246 | $529K | 0.5% | +15.9% | 0.491% | |
2/9/2023 | HighTower Advisors LLC | 296,526 | $7.02M | 0.0% | N/A | 6.546% | |
2/8/2023 | Sunbelt Securities Inc. | 13,645 | $324K | 0.1% | -4.5% | 0.301% | |
2/8/2023 | InterOcean Capital Group LLC | 37,620 | $894K | 0.0% | N/A | 0.830% | |
2/8/2023 | Lincoln National Corp | 21,189 | $504K | 0.0% | +108.8% | 0.468% | |