1/17/2025 | Independent Wealth Network Inc. | 22,428 | $423K | 0.2% | -26.6% | 0.462% | |
1/17/2025 | XML Financial LLC | 226,258 | $4.27M | 0.4% | -2.0% | 4.665% | |
1/16/2025 | RiverTree Advisors LLC | 47,988 | $906K | 0.6% | N/A | 0.989% | |
1/16/2025 | Cambridge Advisors Inc. | 17,828 | $337K | 0.1% | +26.4% | 0.368% | |
1/15/2025 | Ameritas Advisory Services LLC | 75,083 | $1.42M | 0.0% | +468.8% | 1.548% | |
1/15/2025 | Arkadios Wealth Advisors | 17,275 | $326K | 0.0% | +16.4% | 0.356% | |
1/13/2025 | Marion Wealth Management | 67,958 | $1.28M | 0.3% | +2.8% | 1.401% | |
1/13/2025 | HFG Wealth Management LLC | 528,269 | $9.97M | 6.5% | -2.6% | 10.892% | |
11/25/2024 | Sanctuary Advisors LLC | 147,132 | $3.20M | 0.0% | +40.9% | 3.034% | |
11/15/2024 | Integrated Wealth Concepts LLC | 16,021 | $346K | 0.0% | N/A | 0.330% | |
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11/15/2024 | HighTower Advisors LLC | 70,838 | $1.52M | 0.0% | +1.7% | 1.461% | |
11/13/2024 | D.A. Davidson & CO. | 18,362 | $396K | 0.0% | -3.8% | 0.379% | |
11/12/2024 | Kingsview Wealth Management LLC | 51,541 | $1.11M | 0.0% | +3.2% | 1.063% | |
11/8/2024 | MTM Investment Management LLC | 64,380 | $1.39M | 0.5% | -2.0% | 1.327% | |
11/6/2024 | OneDigital Investment Advisors LLC | 11,000 | $237K | 0.0% | +10.0% | 0.227% | |
11/4/2024 | Jaffetilchin Investment Partners LLC | 27,225 | $587K | 0.0% | N/A | 0.561% | |
11/2/2024 | XML Financial LLC | 230,796 | $4.98M | 0.5% | +6.9% | 4.759% | |
11/1/2024 | Corrado Advisors LLC | 107,985 | $2.33M | 1.5% | -1.6% | 2.226% | |
10/29/2024 | Janney Montgomery Scott LLC | 47,459 | $1.02M | 0.0% | +50.7% | 0.979% | |
10/24/2024 | Arkadios Wealth Advisors | 14,839 | $320K | 0.0% | N/A | 0.306% | |
10/21/2024 | Foundations Investment Advisors LLC | 101,423 | $2.19M | 0.0% | +26.6% | 2.091% | |
10/18/2024 | Crosspoint Financial LLC | 16,073 | $347K | 1.2% | +45.3% | 0.331% | |
10/8/2024 | Marion Wealth Management | 66,112 | $1.43M | 0.4% | +5.9% | 1.363% | |
9/5/2024 | Sanctuary Advisors LLC | 104,437 | $2.11M | 0.0% | N/A | 2.153% | |
8/22/2024 | Cetera Investment Advisers | 71,249 | $1.43M | 0.0% | +17.8% | 1.469% | |
8/20/2024 | HFG Wealth Management LLC | 542,459 | $10.86M | 6.9% | +4.1% | 11.185% | |
8/2/2024 | Foundations Investment Advisors LLC | 80,099 | $1.60M | 0.0% | +36.5% | 1.652% | |
7/30/2024 | Pine Valley Investments Ltd Liability Co | 13,250 | $265K | 0.0% | N/A | 0.273% | |
7/30/2024 | BOS Asset Management LLC | 46,808 | $937K | 0.4% | -5.3% | 0.965% | |
7/26/2024 | Crosspoint Financial LLC | 11,065 | $222K | 0.9% | N/A | 0.228% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 52,143 | $1.04M | 0.0% | -34.4% | 1.075% | |
7/26/2024 | MTM Investment Management LLC | 65,680 | $1.32M | 0.5% | -1.5% | 1.354% | |
7/25/2024 | Northcape Wealth Management LLC | 45,544 | $912K | 0.3% | -14.3% | 0.939% | |
7/23/2024 | XML Financial LLC | 215,946 | $4.32M | 0.4% | +16.8% | 4.452% | |
7/16/2024 | Insight Advisors LLC PA | 136,039 | $2.72M | 0.5% | +0.4% | 2.805% | |
7/9/2024 | Marion Wealth Management | 62,450 | $1.25M | 0.4% | +2.4% | 1.288% | |
6/28/2024 | HFG Wealth Management LLC | 521,163 | $10.26M | 6.0% | +6.4% | 10.746% | |
6/10/2024 | Hamilton Wealth LLC | 19,582 | $386K | 0.1% | -25.6% | 0.404% | |
5/17/2024 | XML Financial LLC | 184,940 | $3.64M | 0.4% | -5.6% | 3.813% | |
5/15/2024 | Kestra Advisory Services LLC | 836,133 | $16.46M | 0.1% | +10.6% | 17.240% | |
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5/9/2024 | Corrado Advisors LLC | 111,108 | $2.19M | 1.4% | -3.8% | 2.291% | |
5/9/2024 | Kingsview Wealth Management LLC | 49,432 | $973K | 0.0% | +42.0% | 1.019% | |
5/8/2024 | Avantax Advisory Services Inc. | 40,564 | $799K | 0.0% | +19.6% | 0.863% | |
5/7/2024 | Insight Advisors LLC PA | 135,519 | $2.67M | 0.5% | -25.0% | 2.883% | |
5/1/2024 | Janney Montgomery Scott LLC | 36,621 | $721K | 0.0% | +9.8% | 0.779% | |
5/1/2024 | Northcape Wealth Management LLC | 53,144 | $1.05M | 0.4% | +8.6% | 1.131% | |
4/29/2024 | Commonwealth Equity Services LLC | 596,161 | $11.74M | 0.0% | +4.3% | 12.684% | |
4/29/2024 | Horizon Advisory Services Inc. | 10,750 | $212K | 0.1% | N/A | 0.229% | |
4/25/2024 | MTM Investment Management LLC | 66,680 | $1.31M | 0.5% | -2.1% | 1.419% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 79,538 | $1.57M | 0.0% | +19.9% | 1.692% | |
4/23/2024 | Cherry Creek Investment Advisors Inc. | 22,292 | $439K | 0.2% | -31.4% | 0.474% | |
4/15/2024 | Columbia Advisory Partners LLC | 24,437 | $481K | 0.5% | +99.9% | 0.603% | |
4/11/2024 | Fortitude Family Office LLC | 4,053 | $80K | 0.1% | +16.8% | 0.100% | |
4/8/2024 | Marion Wealth Management | 60,959 | $1.20M | 0.4% | +2.0% | 1.505% | |
2/14/2024 | XML Financial LLC | 195,837 | $3.76M | 0.4% | +0.7% | 4.835% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 66,346 | $1.28M | 0.0% | +46.8% | 1.638% | |
2/9/2024 | D.A. Davidson & CO. | 19,356 | $372K | 0.0% | -3.9% | 0.478% | |
2/8/2024 | Kingsview Wealth Management LLC | 34,816 | $669K | 0.0% | -24.5% | 0.860% | |
2/8/2024 | Foundations Investment Advisors LLC | 61,683 | $1.16M | 0.0% | +139.0% | 1.523% | |
2/8/2024 | Janney Montgomery Scott LLC | 33,344 | $641K | 0.0% | -15.0% | 0.823% | |
2/7/2024 | Avantax Advisory Services Inc. | 33,905 | $652K | 0.0% | +65.2% | 0.837% | |
2/5/2024 | Northcape Wealth Management LLC | 48,935 | $941K | 0.3% | +9.1% | 1.208% | |
2/1/2024 | Corrado Advisors LLC | 115,472 | $2.22M | 1.8% | -4.0% | 2.851% | |
1/30/2024 | Sloy Dahl & Holst LLC | 23,185 | $446K | 0.1% | +2.4% | 0.572% | |
1/23/2024 | Insight Advisors LLC PA | 180,678 | $3.47M | 0.7% | +12.4% | 4.461% | |
1/17/2024 | Cambridge Advisors Inc. | 13,567 | $261K | 0.1% | N/A | 0.335% | |
1/16/2024 | 3EDGE Asset Management LP | 88,810 | $1.71M | 0.1% | +10.8% | 2.193% | |
1/16/2024 | MTM Investment Management LLC | 68,080 | $1.31M | 0.6% | -1.8% | 1.681% | |
1/12/2024 | Mutual Advisors LLC | 14,629 | $281K | 0.0% | -12.0% | 0.361% | |
1/12/2024 | Fortitude Family Office LLC | 3,469 | $67K | 0.0% | N/A | 0.086% | |
1/11/2024 | Marion Wealth Management | 59,743 | $1.15M | 0.4% | N/A | 1.475% | |
11/14/2023 | BOS Asset Management LLC | 66,890 | $1.21M | 0.9% | -20.9% | 1.652% | |
11/14/2023 | Mutual Advisors LLC | 16,629 | $301K | 0.0% | -73.7% | 0.411% | |
11/13/2023 | Jaffetilchin Investment Partners LLC | 14,297 | $259K | 0.0% | N/A | 0.353% | |
11/13/2023 | Kestra Advisory Services LLC | 690,657 | $12.51M | 0.1% | +11.5% | 17.053% | |
11/8/2023 | HighTower Advisors LLC | 61,627 | $1.12M | 0.0% | +1.3% | 1.522% | |
11/8/2023 | Janney Montgomery Scott LLC | 39,241 | $711K | 0.0% | +53.1% | 0.969% | |
11/8/2023 | Avantax Advisory Services Inc. | 20,523 | $372K | 0.0% | +46.0% | 0.507% | |
11/7/2023 | Kingsview Wealth Management LLC | 46,134 | $835K | 0.0% | +145.7% | 1.139% | |
11/7/2023 | Insight Advisors LLC PA | 160,797 | $2.91M | 0.7% | -12.1% | 3.970% | |
11/6/2023 | Northcape Wealth Management LLC | 44,837 | $812K | 0.3% | +80.5% | 1.107% | |
11/6/2023 | XML Financial LLC | 194,432 | $3.52M | 0.4% | +51.3% | 4.801% | |
11/6/2023 | Corrado Advisors LLC | 120,253 | $2.18M | 1.5% | -0.5% | 2.969% | |
11/2/2023 | Sloy Dahl & Holst LLC | 22,635 | $410K | 0.1% | +27.4% | 0.559% | |
10/26/2023 | MTM Investment Management LLC | 69,330 | $1.26M | 0.6% | +5.4% | 1.712% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 45,206 | $819K | 0.0% | -3.1% | 1.116% | |
10/23/2023 | Commonwealth Equity Services LLC | 491,619 | $8.90M | 0.0% | +12.4% | 12.139% | |
10/16/2023 | 3EDGE Asset Management LP | 80,154 | $1.43M | 0.1% | +6.9% | 1.979% | |
10/16/2023 | Columbia Advisory Partners LLC | 11,908 | $216K | 0.2% | N/A | 0.294% | |
10/12/2023 | IFP Advisors Inc | 7,523 | $136K | 0.0% | +16.0% | 0.186% | |
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10/5/2023 | Foundations Investment Advisors LLC | 25,810 | $467K | 0.0% | N/A | 0.637% | |
10/5/2023 | QP Wealth Management LLC | 15,565 | $282K | 0.5% | -6.2% | 0.384% | |
8/15/2023 | Hamilton Wealth LLC | 25,339 | $485K | 0.2% | +96.1% | 0.626% | |
8/11/2023 | Kestra Advisory Services LLC | 619,253 | $11.85M | 0.1% | +919.0% | 16.084% | |
8/10/2023 | Commonwealth Equity Services LLC | 437,531 | $8.37M | 0.0% | +4,119.2% | 11.364% | |
8/10/2023 | Corrado Advisors LLC | 120,889 | $2.31M | 1.6% | -0.7% | 3.140% | |
8/10/2023 | Cetera Advisors LLC | 41,642 | $797K | 0.0% | N/A | 1.082% | |
8/8/2023 | Geneos Wealth Management Inc. | 2,337 | $45K | 0.0% | +192.1% | 0.061% | |
8/8/2023 | L.M. Kohn & Company | 37,306 | $714K | 0.3% | +69.5% | 0.969% | |
8/7/2023 | XML Financial LLC | 128,520 | $2.46M | 0.3% | +4.9% | 3.338% | |