11/1/2024 | SilverOak Wealth Management LLC | 16,547 | $709K | 0.2% | +13.1% | 0.293% | |
11/1/2024 | ABLE Financial Group LLC | 103,985 | $4.46M | 1.4% | +12.0% | 1.840% | |
10/30/2024 | Maia Wealth LLC | 22,111 | $924K | 0.2% | N/A | 0.391% | |
10/30/2024 | Armor Investment Advisors LLC | 160,445 | $6.88M | 2.8% | +9.9% | 2.840% | |
10/25/2024 | Twin Peaks Wealth Advisors LLC | 18,194 | $780K | 0.4% | +2.7% | 0.322% | |
10/25/2024 | Golden State Equity Partners | 9,351 | $401K | 0.1% | +8.1% | 0.166% | |
|
10/23/2024 | Team Financial Group LLC | 242,714 | $10.40M | 6.4% | +8.1% | 4.296% | |
10/22/2024 | Axecap Investments LLC | 5,253 | $225K | 0.2% | N/A | 0.093% | |
10/21/2024 | Integrity Wealth Solutions LLC | 126,104 | $5.41M | 3.2% | +32.5% | 2.232% | |
10/8/2024 | CWM LLC | 2,500 | $107K | 0.0% | -35.9% | 0.044% | |
10/8/2024 | Howard Financial Services LTD. | 629,355 | $26.97M | 3.9% | +10.7% | 11.139% | |
10/7/2024 | Alpha Financial Partners LLC | 4,726 | $203K | 0.1% | N/A | 0.084% | |
10/3/2024 | First Citizens Financial Corp | 33,722 | $1.45M | 0.8% | -2.3% | 0.597% | |
9/5/2024 | Sanctuary Advisors LLC | 29,432 | $1.19M | 0.0% | N/A | 0.521% | |
8/16/2024 | NewEdge Advisors LLC | 77,786 | $3.21M | 0.0% | -1.8% | 1.377% | |
8/15/2024 | Daymark Wealth Partners LLC | 8,167 | $337K | 0.0% | +8.0% | 0.145% | |
8/14/2024 | Team Financial Group LLC | 224,606 | $9.26M | 6.2% | +9.1% | 3.975% | |
8/8/2024 | SilverOak Wealth Management LLC | 14,629 | $603K | 0.1% | +5.6% | 0.259% | |
8/8/2024 | Envestnet Asset Management Inc. | 189,901 | $7.83M | 0.0% | +200.2% | 3.361% | |
7/31/2024 | Commonwealth Equity Services LLC | 16,973 | $700K | 0.0% | +5.5% | 0.300% | |
7/30/2024 | AJ Advisors LLC | 141,079 | $5.82M | 3.2% | +1,020.2% | 2.497% | |
7/30/2024 | International Assets Investment Management LLC | 600 | $25K | 0.0% | N/A | 0.011% | |
7/29/2024 | FAS Wealth Partners Inc. | 29,402 | $1.21M | 0.1% | +92.0% | 0.520% | |
7/26/2024 | ABLE Financial Group LLC | 92,830 | $3.83M | 1.4% | +7.3% | 1.643% | |
7/26/2024 | Integrity Wealth Solutions LLC | 95,146 | $3.92M | 2.6% | +2.7% | 1.684% | |
7/26/2024 | Bank of New York Mellon Corp | 50,029 | $2.06M | 0.0% | N/A | 0.885% | |
7/24/2024 | Advisory Resource Group | 119,067 | $4.91M | 1.1% | +10.9% | 2.107% | |
7/20/2024 | Apollon Financial LLC | 22,150 | $913K | 0.3% | +194.3% | 0.392% | |
7/20/2024 | Apollon Wealth Management LLC | 900,221 | $37.13M | 1.1% | +9.1% | 15.933% | |
7/12/2024 | Howard Financial Services LTD. | 568,509 | $23.45M | 3.8% | +24.5% | 10.062% | |
5/31/2024 | First Citizens Financial Corp | 33,578 | $1.40M | 0.8% | +2.3% | 0.594% | |
5/17/2024 | Advisory Resource Group | 107,353 | $4.47M | 1.0% | -56.7% | 1.900% | |
5/7/2024 | SilverOak Wealth Management LLC | 13,854 | $576K | 0.1% | +7.9% | 0.261% | |
4/30/2024 | Commonwealth Equity Services LLC | 16,093 | $670K | 0.0% | +14.4% | 0.304% | |
4/29/2024 | FAS Wealth Partners Inc. | 15,313 | $637K | 0.1% | +64.6% | 0.289% | |
4/26/2024 | AJ Advisors LLC | 12,594 | $524K | 0.3% | N/A | 0.249% | |
4/25/2024 | Armor Investment Advisors LLC | 126,052 | $5.24M | 2.5% | +21.3% | 2.496% | |
4/23/2024 | Twin Peaks Wealth Advisors LLC | 17,683 | $736K | 0.4% | +86.1% | 0.350% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 18,648 | $776K | 0.1% | +105.9% | 0.369% | |
4/18/2024 | Integrity Wealth Solutions LLC | 92,647 | $3.85M | 2.5% | +21.4% | 1.835% | |
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4/16/2024 | Howard Financial Services LTD. | 456,764 | $19.00M | 3.3% | +22.3% | 9.045% | |
2/14/2024 | Vantage Financial Partners Ltd. Inc. | 29,020 | $1.22M | 0.4% | N/A | 1.175% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 9,059 | $380K | 0.0% | +37.0% | 0.367% | |
2/8/2024 | Integrity Wealth Solutions LLC | 76,338 | $3.21M | 2.2% | N/A | 3.091% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 6,620 | $278K | 0.0% | N/A | 0.268% | |
2/7/2024 | Acorn Wealth Advisors LLC | 8,070 | $339K | 0.2% | N/A | 0.327% | |
2/1/2024 | Kelman Lazarov Inc. | 5,780 | $242K | 0.1% | N/A | 0.234% | |
2/1/2024 | CWM LLC | 3,900 | $164K | 0.0% | N/A | 0.158% | |
1/24/2024 | ABLE Financial Group LLC | 81,147 | $3.40M | 1.5% | +11.5% | 3.285% | |
1/23/2024 | FAS Wealth Partners Inc. | 9,304 | $390K | 0.0% | N/A | 0.377% | |
1/19/2024 | Armor Investment Advisors LLC | 103,948 | $4.36M | 2.3% | -1.3% | 4.208% | |
1/17/2024 | Twin Peaks Wealth Advisors LLC | 9,502 | $399K | 0.3% | N/A | 0.385% | |
1/11/2024 | First Citizens Financial Corp | 32,824 | $1.38M | 0.9% | +33.8% | 1.329% | |
1/11/2024 | Advisory Resource Group | 248,072 | $10.41M | 2.6% | -64.8% | 10.043% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 9,250 | $384K | 0.0% | N/A | 0.374% | |
1/9/2024 | Howard Financial Services LTD. | 373,447 | $15.67M | 3.0% | +17.0% | 15.119% | |
12/5/2023 | Advisory Resource Group | 705,126 | $28.02M | 7.6% | -9.7% | 28.548% | |
11/7/2023 | ABLE Financial Group LLC | 72,779 | $2.89M | 1.4% | +31.4% | 2.947% | |
10/23/2023 | Armor Investment Advisors LLC | 105,344 | $4.19M | 2.5% | +1.4% | 4.265% | |
10/13/2023 | First Citizens Financial Corp | 24,525 | $974K | 0.7% | +31.7% | 0.993% | |
8/10/2023 | Osaic Holdings Inc. | 68,884 | $2.85M | 0.0% | +4.7% | 2.789% | |
7/19/2023 | Armor Investment Advisors LLC | 103,916 | $4.30M | 2.6% | +14.0% | 4.996% | |
7/12/2023 | Howard Financial Services LTD. | 254,295 | $10.51M | 2.5% | +6.0% | 12.226% | |
7/11/2023 | Advisory Resource Group | 780,641 | $32.27M | 8.8% | -1.6% | 37.531% | |
7/7/2023 | First Citizens Financial Corp | 18,626 | $770K | 0.5% | N/A | 0.895% | |
5/12/2023 | NewEdge Advisors LLC | 66,581 | $2.80M | 0.0% | +3.0% | 3.201% | |
5/9/2023 | Armor Investment Advisors LLC | 91,135 | $3.83M | 2.2% | +26.5% | 4.381% | |
4/5/2023 | Howard Financial Services LTD. | 239,929 | $10.07M | 2.5% | +25.7% | 13.111% | |
3/6/2023 | OLD Mission Capital LLC | 4,235 | $173K | 0.0% | N/A | 0.239% | |
1/30/2023 | Armor Investment Advisors LLC | 72,042 | $2.94M | 1.8% | +24.4% | 4.070% | |
1/27/2023 | Advisory Resource Group | 786,017 | $32.09M | 9.5% | -1.1% | 44.408% | |
1/13/2023 | Howard Financial Services LTD. | 190,858 | $7.79M | 2.0% | +137.5% | 11.227% | |
11/14/2022 | Nations Financial Group Inc. IA ADV | 5,770 | $235K | 0.0% | N/A | 0.242% | |
10/31/2022 | Armor Investment Advisors LLC | 57,926 | $2.36M | 1.6% | N/A | 2.434% | |
10/25/2022 | Ferguson Shapiro LLC | 784,911 | $31.96M | 19.2% | +11.2% | 32.979% | |
10/12/2022 | Howard Financial Services LTD. | 80,365 | $3.27M | 1.1% | N/A | 3.377% | |
10/11/2022 | Advisory Resource Group | 795,135 | $32.38M | 10.7% | +3.0% | 33.409% | |
8/16/2022 | Prudential Financial Inc. | 470,000 | $20.39M | 0.0% | -3.1% | 22.381% | |
8/5/2022 | OLD Mission Capital LLC | 7,086 | $306K | 0.0% | N/A | 0.337% | |
8/3/2022 | Ferguson Shapiro LLC | 705,650 | $30.48M | 19.1% | +5.5% | 34.422% | |
7/21/2022 | Advisory Resource Group | 771,694 | $33.33M | 10.9% | +15.8% | 38.585% | |
4/28/2022 | Landmark Wealth Management LLC | 404 | $40K | 0.0% | N/A | 0.020% | |
4/26/2022 | Landmark Wealth Management LLC | 404 | $40K | 0.0% | N/A | 0.022% | |
4/25/2022 | Ferguson Shapiro LLC | 669,136 | $31.22M | 15.3% | N/A | 36.170% | |
4/6/2022 | Advisory Resource Group | 666,495 | $31.09M | 9.7% | N/A | 36.027% | |