11/15/2024 | MML Investors Services LLC | 5,150 | $256K | 0.0% | N/A | 0.210% | |
11/15/2024 | Arrowroot Family Office LLC | 15,883 | $791K | 0.5% | -3.7% | 0.648% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 8,482 | $422K | 0.0% | -19.3% | 0.346% | |
10/29/2024 | Clear Creek Financial Management LLC | 172,516 | $8.59M | 1.0% | +0.6% | 7.041% | |
10/29/2024 | Lmcg Investments LLC | 11,351 | $565K | 0.0% | +7.0% | 0.463% | |
10/29/2024 | Farther Finance Advisors LLC | 1,749 | $87K | 0.0% | N/A | 0.071% | |
|
10/28/2024 | Creative Financial Designs Inc. ADV | 6,401 | $319K | 0.0% | -67.1% | 0.261% | |
10/21/2024 | Koss Olinger Consulting LLC | 31,876 | $1.59M | 0.1% | -4.4% | 1.301% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 743 | $37K | 0.0% | N/A | 0.030% | |
8/21/2024 | Truist Financial Corp | 10,784 | $516K | 0.0% | N/A | 0.440% | |
8/9/2024 | Lmcg Investments LLC | 10,613 | $508K | 0.0% | +26.8% | 0.433% | |
8/6/2024 | Koss Olinger Consulting LLC | 33,332 | $1.60M | 0.1% | N/A | 1.360% | |
7/29/2024 | Armbruster Capital Management Inc. | 171,128 | $8.19M | 1.7% | -0.3% | 6.985% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 56,525 | $2.71M | 0.0% | +1.6% | 2.307% | |
7/26/2024 | Atomi Financial Group Inc. | 4,877 | $233K | 0.0% | N/A | 0.199% | |
7/25/2024 | Clear Creek Financial Management LLC | 171,530 | $8.21M | 1.0% | +4.2% | 7.001% | |
5/3/2024 | Avidian Wealth Solutions LLC | 12,857 | $641K | 0.0% | -13.4% | 0.549% | |
4/26/2024 | Clear Creek Financial Management LLC | 164,642 | $8.21M | 1.1% | +576.5% | 6.947% | |
4/25/2024 | Capital Investment Advisory Services LLC | 3,487 | $174K | 0.0% | -15.0% | 0.147% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 55,608 | $2.77M | 0.0% | N/A | 2.346% | |
4/24/2024 | Capasso Planning Partners LLC | 9,995 | $498K | 0.2% | -29.5% | 0.422% | |
4/23/2024 | Global Retirement Partners LLC | 5,562 | $277K | 0.0% | +87.0% | 0.235% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 37,205 | $1.86M | 0.0% | -2.5% | 1.570% | |
4/17/2024 | Trilogy Capital Inc. | 44,705 | $2.23M | 0.1% | +63.9% | 1.886% | |
4/15/2024 | Sunbelt Securities Inc. | 1,046 | $52K | 0.0% | -48.9% | 0.044% | |
2/12/2024 | Avestar Capital LLC | 23,440 | $1.04M | 0.1% | +34.9% | 1.010% | |
2/9/2024 | Assetmark Inc. | 615 | $27K | 0.0% | N/A | 0.027% | |
2/8/2024 | Lmcg Investments LLC | 5,988 | $265K | 0.0% | +6.0% | 0.258% | |
2/6/2024 | Avidian Wealth Solutions LLC | 14,847 | $656K | 0.0% | -30.6% | 0.640% | |
2/6/2024 | Great Valley Advisor Group Inc. | 10,129 | $448K | 0.0% | -2.2% | 0.437% | |
2/1/2024 | Armbruster Capital Management Inc. | 172,328 | $7.62M | 1.7% | +45.4% | 7.428% | |
2/1/2024 | Capital Investment Advisory Services LLC | 4,100 | $181K | 0.0% | -17.9% | 0.177% | |
1/31/2024 | Xponance Inc. | 88,700 | $3.92M | 0.0% | N/A | 3.823% | |
1/24/2024 | Clear Creek Financial Management LLC | 24,337 | $1.08M | 0.2% | N/A | 1.049% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 38,150 | $1.69M | 0.0% | -51.0% | 1.644% | |
1/12/2024 | Trilogy Capital Inc. | 27,276 | $1.21M | 0.1% | +50.1% | 1.176% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 11,178 | $494K | 0.1% | +138.1% | 0.482% | |
11/13/2023 | LPL Financial LLC | 161,951 | $6.56M | 0.0% | +5.2% | 6.981% | |
11/13/2023 | Invesco Ltd. | 180,827 | $7.32M | 0.0% | -6.5% | 7.794% | |
10/26/2023 | Capasso Planning Partners LLC | 14,002 | $567K | 0.3% | +12.1% | 0.604% | |
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10/25/2023 | Professional Financial Advisors LLC | 7,763 | $314K | 0.1% | N/A | 0.335% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 77,808 | $3.15M | 0.0% | +36.6% | 3.354% | |
10/20/2023 | Avestar Capital LLC | 17,378 | $704K | 0.1% | N/A | 0.749% | |
10/17/2023 | Armbruster Capital Management Inc. | 118,528 | $4.80M | 1.2% | +1.0% | 5.109% | |
10/16/2023 | Trilogy Capital Inc. | 18,170 | $736K | 0.0% | +25.1% | 0.783% | |
10/13/2023 | Global Retirement Partners LLC | 2,906 | $114K | 0.0% | +218.6% | 0.125% | |
10/13/2023 | Avidian Wealth Solutions LLC | 21,400 | $867K | 0.1% | -4.9% | 0.922% | |
10/11/2023 | Koss Olinger Consulting LLC | 48,716 | $1.97M | 0.3% | -1.8% | 2.100% | |
8/11/2023 | Capasso Planning Partners LLC | 12,490 | $508K | 0.3% | -3.1% | 0.538% | |
8/9/2023 | Flow Traders U.S. LLC | 12,298 | $501K | 0.0% | N/A | 0.530% | |
8/3/2023 | Avidian Wealth Solutions LLC | 22,498 | $916K | 0.1% | -2.7% | 0.970% | |
8/3/2023 | Armbruster Capital Management Inc. | 117,325 | $4.78M | 1.2% | +2.3% | 5.057% | |
8/3/2023 | Lmcg Investments LLC | 5,523 | $225K | 0.0% | N/A | 0.238% | |
7/31/2023 | LPL Financial LLC | 153,951 | $6.27M | 0.0% | -0.4% | 6.636% | |
7/31/2023 | Koss Olinger Consulting LLC | 49,614 | $2.02M | 0.2% | -2.0% | 2.139% | |
7/28/2023 | Capital Investment Advisory Services LLC | 5,042 | $205K | 0.0% | -20.5% | 0.221% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 56,965 | $2.32M | 0.0% | -19.1% | 2.498% | |
7/24/2023 | Trilogy Capital Inc. | 14,522 | $616K | 0.0% | +123.0% | 0.637% | |
5/16/2023 | Goodman Advisory Group LLC | 110,941 | $4.45M | 2.4% | -70.0% | 4.317% | |
5/12/2023 | Koss Olinger Consulting LLC | 50,608 | $2.03M | 0.3% | -4.1% | 1.969% | |
5/11/2023 | Balentine LLC | 17,382 | $697K | 0.0% | -34.1% | 0.676% | |
5/10/2023 | LPL Financial LLC | 154,636 | $6.20M | 0.0% | +51.5% | 6.017% | |
5/9/2023 | Armbruster Capital Management Inc. | 114,675 | $4.60M | 1.2% | +19.1% | 4.462% | |
5/8/2023 | Avidian Wealth Solutions LLC | 23,133 | $928K | 0.1% | +37.9% | 0.900% | |
5/8/2023 | Global Retirement Partners LLC | 894 | $35K | 0.0% | -68.9% | 0.035% | |
5/2/2023 | Capasso Planning Partners LLC | 12,890 | $517K | 0.3% | N/A | 0.502% | |
4/20/2023 | Avestar Capital LLC | 64,298 | $2.58M | 0.5% | -83.4% | 2.502% | |
4/17/2023 | Trilogy Capital Inc. | 6,511 | $261K | 0.0% | +21.8% | 0.253% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 70,441 | $2.83M | 0.0% | N/A | 2.048% | |
4/14/2023 | Raymond James & Associates | 18,826 | $755K | 0.0% | -4.7% | 0.547% | |
2/13/2023 | Armbruster Capital Management Inc. | 96,300 | $3.94M | 1.0% | -10.5% | 2.799% | |
2/9/2023 | Trilogy Capital Inc. | 5,346 | $219K | 0.0% | -4.2% | 0.155% | |
2/8/2023 | Raymond James & Associates | 19,751 | $808K | 0.0% | +2.1% | 0.574% | |
2/8/2023 | Advance Capital Management Inc. | 6,816 | $279K | 0.0% | N/A | 0.198% | |
2/7/2023 | Commonwealth Equity Services LLC | 5,398 | $220K | 0.0% | N/A | 0.157% | |
2/7/2023 | LPL Financial LLC | 102,060 | $4.17M | 0.0% | -19.1% | 2.967% | |
2/7/2023 | IFP Advisors Inc | 1,847 | $63K | 0.0% | +98.2% | 0.054% | |
2/6/2023 | Avidian Wealth Solutions LLC | 16,779 | $686K | 0.0% | +1.6% | 0.488% | |
2/3/2023 | Capital Investment Advisory Services LLC | 6,498 | $266K | 0.0% | N/A | 0.189% | |
2/1/2023 | Great Valley Advisor Group Inc. | 10,129 | $414K | 0.0% | N/A | 0.294% | |
1/31/2023 | Balentine LLC | 26,357 | $1.08M | 0.0% | -3.9% | 0.766% | |
1/20/2023 | Avestar Capital LLC | 388,188 | $15.88M | 2.9% | +884.1% | 11.059% | |
1/20/2023 | Goodman Advisory Group LLC | 369,763 | $15.12M | 8.8% | +236.6% | 10.535% | |
11/15/2022 | Koss Olinger Consulting LLC | 58,131 | $2.10M | 0.4% | -9.1% | 1.875% | |
11/3/2022 | Global Retirement Partners LLC | 800 | $33K | 0.0% | -48.8% | 0.026% | |
11/1/2022 | Creative Financial Designs Inc. ADV | 1,723 | $62K | 0.0% | -16.9% | 0.055% | |
10/26/2022 | Balentine LLC | 27,415 | $992K | 0.0% | -66.0% | 0.870% | |
10/26/2022 | Avestar Capital LLC | 39,445 | $1.43M | 0.4% | -89.0% | 1.252% | |
10/25/2022 | Raymond James & Associates | 19,344 | $700K | 0.0% | -44.2% | 0.614% | |
10/21/2022 | Trilogy Capital Inc. | 5,579 | $202K | 0.0% | N/A | 0.177% | |
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10/20/2022 | Koshinski Asset Management Inc. | 800 | $703K | 0.1% | N/A | 0.025% | |
10/18/2022 | Koshinski Asset Management Inc. | 800 | $703K | 0.1% | N/A | 0.025% | |
10/17/2022 | Goodman Advisory Group LLC | 109,849 | $3.98M | 2.2% | -29.6% | 3.487% | |
8/13/2022 | Flow Traders U.S. LLC | 13,087 | $514K | 0.0% | N/A | 0.385% | |
8/11/2022 | Woodard & Co. Asset Management Group Inc. ADV | 24,682 | $970K | 0.4% | +89.2% | 0.726% | |
8/4/2022 | Retirement Group LLC | 914 | $36K | 0.0% | +100.0% | 0.027% | |
8/3/2022 | Goodman Advisory Group LLC | 155,967 | $6.13M | 2.7% | -14.7% | 4.495% | |
8/1/2022 | Armbruster Capital Management Inc. | 106,450 | $4.18M | 1.1% | +5.4% | 3.068% | |
8/1/2022 | Creative Financial Designs Inc. ADV | 2,073 | $81K | 0.0% | +243.8% | 0.060% | |
7/29/2022 | Avidian Wealth Solutions LLC | 16,580 | $651K | 0.0% | N/A | 0.478% | |