5/24/2024 | Cetera Advisors LLC | 21,126 | $658K | 0.0% | -15.8% | 0.369% | |
5/24/2024 | Cetera Investment Advisers | 121,158 | $3.78M | 0.0% | +242.8% | 2.114% | |
5/14/2024 | InterOcean Capital Group LLC | 10,800 | $337K | 0.0% | -23.3% | 0.188% | |
5/9/2024 | Blair William & Co. IL | 36,378 | $1.13M | 0.0% | +212.8% | 0.658% | |
5/9/2024 | Kingsview Wealth Management LLC | 9,203 | $287K | 0.0% | -29.6% | 0.166% | |
5/9/2024 | SageView Advisory Group LLC | 30,748 | $906K | 0.0% | -69.8% | 0.556% | |
|
5/8/2024 | Avantax Advisory Services Inc. | 30,517 | $951K | 0.0% | -11.8% | 0.552% | |
5/7/2024 | PFG Advisors | 6,788 | $212K | 0.0% | -33.7% | 0.123% | |
5/7/2024 | Spectrum Investment Advisors Inc. | 148,657 | $4.63M | 3.4% | +1.5% | 2.688% | |
5/2/2024 | Lincoln National Corp | 77,948 | $2.43M | 0.0% | -2.5% | 1.410% | |
5/1/2024 | Janney Montgomery Scott LLC | 18,128 | $565K | 0.0% | +3.7% | 0.328% | |
5/1/2024 | Stegent Equity Advisors Inc. | 39,540 | $1.23M | 1.3% | -35.7% | 0.715% | |
4/30/2024 | Valtinson Bruner Financial Planning LLC | 158,424 | $4.94M | 2.1% | -2.3% | 2.865% | |
4/29/2024 | Commonwealth Equity Services LLC | 146,830 | $4.58M | 0.0% | -69.1% | 2.655% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 49,511 | $1.54M | 0.0% | +125.0% | 1.015% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 19,803 | $617K | 0.1% | -5.7% | 0.406% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 61,854 | $1.93M | 0.0% | -7.4% | 1.268% | |
4/15/2024 | Brookstone Capital Management | 119,215 | $3.72M | 0.1% | +1,034.2% | 2.443% | |
4/15/2024 | Sunbelt Securities Inc. | 7,783 | $243K | 0.0% | -28.7% | 0.159% | |
4/12/2024 | Global Trust Asset Management LLC | 2,000 | $62K | 0.0% | +150.0% | 0.041% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 17,881 | $557K | 0.2% | -3.2% | 0.366% | |
4/10/2024 | Fragasso Group Inc. | 19,241 | $600K | 0.1% | -3.8% | 0.394% | |
3/6/2024 | SageView Advisory Group LLC | 101,823 | $2.95M | 0.1% | +16.6% | 1.574% | |
3/4/2024 | Vima LLC | 20,798 | $607K | 1.4% | N/A | 0.321% | |
2/15/2024 | Financial Network Wealth Advisors LLC | 12,289 | $359K | 0.4% | N/A | 0.190% | |
2/9/2024 | SageView Advisory Group LLC | 101,823 | $2.95M | 0.1% | +16.6% | 1.574% | |
2/9/2024 | InterOcean Capital Group LLC | 14,075 | $411K | 0.0% | +35.4% | 0.218% | |
2/9/2024 | Coldstream Capital Management Inc. | 37,094 | $1.08M | 0.0% | -2.7% | 0.573% | |
2/8/2024 | Janney Montgomery Scott LLC | 17,473 | $510K | 0.0% | -16.4% | 0.270% | |
2/7/2024 | Avantax Advisory Services Inc. | 34,617 | $1.01M | 0.0% | -73.4% | 0.535% | |
2/7/2024 | Spectrum Investment Advisors Inc. | 146,416 | $4.27M | 3.4% | N/A | 2.263% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 33,940 | $990K | 0.0% | -73.8% | 0.525% | |
2/6/2024 | Valtinson Bruner Financial Planning LLC | 162,196 | $4.73M | 2.4% | -0.8% | 2.507% | |
2/6/2024 | Lincoln National Corp | 79,957 | $2.33M | 0.0% | +10.2% | 1.236% | |
2/5/2024 | Pillar Wealth Advisors LLC | 30,621 | $893K | 0.7% | -15.1% | 0.473% | |
2/2/2024 | ODonnell Financial Services LLC | 178,812 | $5.22M | 2.6% | -74.6% | 2.764% | |
2/2/2024 | Atria Wealth Solutions Inc. | 57,215 | $1.67M | 0.0% | +620.9% | 0.884% | |
2/2/2024 | Acas LLC | 9,868 | $288K | 0.3% | -7.5% | 0.153% | |
2/1/2024 | Corrado Advisors LLC | 19,110 | $557K | 0.5% | -6.5% | 0.295% | |
2/1/2024 | CWM LLC | 34,679 | $1.01M | 0.0% | +14.7% | 0.536% | |
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1/30/2024 | DHJJ Financial Advisors Ltd. | 18,481 | $539K | 0.3% | -4.1% | 0.286% | |
1/29/2024 | PFS Partners LLC | 414,184 | $12.08M | 8.3% | -0.5% | 6.402% | |
1/24/2024 | Stratos Wealth Advisors LLC | 13,084 | $382K | 0.0% | -3.7% | 0.202% | |
1/23/2024 | Straight Path Wealth Management | 13,340 | $389K | 0.2% | +65.7% | 0.206% | |
1/22/2024 | Weaver Consulting Group | 12,294 | $359K | 0.1% | +3.4% | 0.190% | |
1/19/2024 | PFG Advisors | 10,238 | $299K | 0.0% | -4.5% | 0.158% | |
1/19/2024 | Donald L. Hagan LLC | 112,458 | $3.28M | 1.8% | +0.6% | 1.738% | |
1/16/2024 | HBW Advisory Services LLC | 33,992 | $992K | 0.2% | -4.8% | 0.525% | |
1/12/2024 | Avalon Capital Management | 121,477 | $3.54M | 1.5% | -39.6% | 1.878% | |
1/12/2024 | Cardinal Point Capital Management ULC | 7,360 | $215K | 0.1% | N/A | 0.114% | |
1/11/2024 | FORVIS Wealth Advisors LLC | 66,790 | $1.95M | 0.1% | -9.8% | 1.032% | |
1/11/2024 | BCS Wealth Management | 9,600 | $280K | 0.1% | -11.4% | 0.148% | |
1/8/2024 | Fragasso Group Inc. | 19,991 | $583K | 0.1% | -5.7% | 0.309% | |
12/6/2023 | David R. Rahn & Associates Inc. | 201,179 | $5.38M | 2.7% | -3.2% | 3.109% | |
12/6/2023 | Fragasso Group Inc. | 21,209 | $567K | 0.1% | -2.5% | 0.328% | |
12/1/2023 | PFS Partners LLC | 416,472 | $11.14M | 9.8% | +0.2% | 6.437% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 129,321 | $3.46M | 0.2% | -1.8% | 1.999% | |
11/13/2023 | Kestra Advisory Services LLC | 70,735 | $1.89M | 0.0% | +1.3% | 1.093% | |
11/8/2023 | Avantax Advisory Services Inc. | 130,043 | $3.48M | 0.0% | +0.7% | 2.010% | |
11/6/2023 | Lincoln National Corp | 72,531 | $1.94M | 0.0% | +15.7% | 1.121% | |
11/3/2023 | SageView Advisory Group LLC | 87,326 | $2.34M | 0.1% | -0.7% | 1.350% | |
10/26/2023 | FORVIS Wealth Advisors LLC | 74,076 | $1.98M | 0.1% | -1.4% | 1.145% | |
10/25/2023 | Stegent Equity Advisors Inc. | 61,718 | $1.65M | 2.1% | +9.6% | 0.954% | |
10/24/2023 | Acas LLC | 10,670 | $285K | 0.4% | +5.1% | 0.165% | |
10/24/2023 | Valtinson Bruner Financial Planning LLC | 163,571 | $4.38M | 2.4% | -0.9% | 2.528% | |
10/24/2023 | Stratos Wealth Advisors LLC | 13,592 | $364K | 0.0% | -37.4% | 0.210% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 35,150 | $940K | 0.0% | +1.6% | 0.543% | |
10/24/2023 | Raymond James & Associates | 8,200 | $219K | 0.0% | -60.7% | 0.127% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 21,781 | $583K | 0.0% | +15.1% | 0.337% | |
10/23/2023 | Commonwealth Equity Services LLC | 127,288 | $3.41M | 0.0% | -7.9% | 1.967% | |
10/20/2023 | ODonnell Financial Services LLC | 702,967 | $18.80M | 10.5% | -5.1% | 10.865% | |
10/12/2023 | HBW Advisory Services LLC | 35,697 | $955K | 0.2% | -1.8% | 0.552% | |
10/11/2023 | Donald L. Hagan LLC | 111,799 | $2.99M | 1.8% | -3.7% | 1.728% | |
10/11/2023 | CWM LLC | 30,235 | $809K | 0.0% | +20.2% | 0.467% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 19,281 | $516K | 0.2% | -2.5% | 0.298% | |
8/11/2023 | SageView Advisory Group LLC | 87,928 | $2.42M | 0.1% | +63.8% | 1.359% | |
8/11/2023 | Kestra Advisory Services LLC | 69,849 | $1.92M | 0.0% | +9.4% | 1.080% | |
8/10/2023 | Osaic Holdings Inc. | 251,620 | $6.93M | 0.0% | +32.9% | 3.889% | |
8/10/2023 | Personal CFO Solutions LLC | 355,455 | $9.79M | 2.0% | +1.9% | 5.494% | |
8/10/2023 | Commonwealth Equity Services LLC | 138,254 | $3.81M | 0.0% | +92.5% | 2.137% | |
8/10/2023 | Cary Street Partners Investment Advisory LLC | 131,648 | $3.63M | 0.2% | N/A | 2.035% | |
8/10/2023 | Corrado Advisors LLC | 20,659 | $569K | 0.4% | N/A | 0.319% | |
8/10/2023 | Cetera Advisors LLC | 25,465 | $701K | 0.0% | N/A | 0.394% | |
8/10/2023 | Cetera Advisor Networks LLC | 72,191 | $1.99M | 0.0% | -23.1% | 1.116% | |
8/10/2023 | Cardinal Point Capital Management ULC | 7,360 | $203K | 0.1% | N/A | 0.114% | |
8/10/2023 | Cetera Investment Advisers | 37,717 | $1.04M | 0.0% | +127.7% | 0.583% | |
8/8/2023 | FORVIS Wealth Advisors LLC | 75,114 | $2.07M | 0.1% | -0.5% | 1.161% | |
8/8/2023 | ODonnell Financial Services LLC | 740,648 | $20.40M | 12.3% | N/A | 11.447% | |
8/7/2023 | Stegent Equity Advisors Inc. | 56,334 | $1.55M | 1.7% | N/A | 0.871% | |
8/4/2023 | Pillar Wealth Advisors LLC | 36,081 | $994K | 0.8% | +34.2% | 0.558% | |
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8/4/2023 | IFP Advisors Inc | 1,119 | $25K | 0.0% | -28.8% | 0.017% | |
8/3/2023 | Atria Wealth Solutions Inc. | 7,860 | $216K | 0.0% | N/A | 0.121% | |
8/3/2023 | CWM LLC | 25,148 | $693K | 0.0% | +20.7% | 0.389% | |
8/3/2023 | Coldstream Capital Management Inc. | 38,122 | $1.05M | 0.0% | N/A | 0.589% | |
8/2/2023 | Wealth Alliance | 22,231 | $612K | 0.1% | +136.6% | 0.344% | |
8/2/2023 | Bank of Montreal Can | 1,002 | $28K | 0.0% | N/A | 0.015% | |
7/28/2023 | DHJJ Financial Advisors Ltd. | 19,781 | $545K | 0.3% | +11.0% | 0.306% | |
7/27/2023 | David R. Rahn & Associates Inc. | 207,742 | $5.72M | 2.7% | -3.7% | 4.328% | |
7/26/2023 | Acas LLC | 10,150 | $280K | 0.4% | -7.1% | 0.211% | |
7/26/2023 | Janney Montgomery Scott LLC | 20,933 | $576K | 0.0% | +111.9% | 0.436% | |