11/4/2024 | Sigma Planning Corp | 6,072 | $225K | 0.0% | -15.4% | 0.052% | |
11/1/2024 | PFS Partners LLC | 521,820 | $19.34M | 10.9% | -0.9% | 4.449% | |
10/31/2024 | TFB Advisors LLC | 7,767 | $288K | 0.1% | -11.3% | 0.066% | |
10/29/2024 | Janney Montgomery Scott LLC | 44,744 | $1.66M | 0.0% | -2.7% | 0.381% | |
10/28/2024 | Principal Securities Inc. | 139,160 | $5.16M | 0.1% | -2.0% | 1.186% | |
10/28/2024 | Stephens Inc. AR | 386,852 | $14.34M | 0.2% | -1.0% | 3.298% | |
|
10/25/2024 | Strategic Blueprint LLC | 22,473 | $833K | 0.1% | +6.4% | 0.192% | |
10/25/2024 | Pallas Capital Advisors LLC | 64,800 | $2.40M | 0.1% | +21.4% | 0.552% | |
10/24/2024 | FSA Advisors Inc. | 29,917 | $1.11M | 1.1% | -1.8% | 0.255% | |
10/24/2024 | Arkadios Wealth Advisors | 5,719 | $212K | 0.0% | -41.7% | 0.049% | |
10/23/2024 | Allworth Financial LP | 119,131 | $4.42M | 0.0% | +1.7% | 1.016% | |
10/23/2024 | Global Trust Asset Management LLC | 24,500 | $908K | 0.3% | -7.5% | 0.209% | |
10/22/2024 | DHJJ Financial Advisors Ltd. | 39,742 | $1.47M | 0.6% | -1.0% | 0.339% | |
10/22/2024 | ODonnell Financial Services LLC | 421,257 | $15.62M | 6.3% | -2.4% | 3.591% | |
10/21/2024 | Foundations Investment Advisors LLC | 10,560 | $391K | 0.0% | N/A | 0.090% | |
10/17/2024 | Berkshire Money Management Inc. | 1,849,782 | $68.57M | 7.8% | +5.8% | 15.770% | |
10/11/2024 | Paladin Wealth LLC | 4,220 | $156K | 0.1% | N/A | 0.036% | |
10/9/2024 | Maltin Wealth Management Inc. | 29,347 | $1.09M | 0.5% | +1.5% | 0.250% | |
10/9/2024 | Cypress Wealth Services LLC | 6,511 | $241K | 0.0% | -20.5% | 0.056% | |
10/9/2024 | Marcum Wealth LLC | 56,367 | $2.09M | 0.2% | -0.9% | 0.481% | |
10/8/2024 | CWM LLC | 2,466 | $91K | 0.0% | +13.4% | 0.021% | |
10/8/2024 | Brookstone Capital Management | 85,294 | $3.16M | 0.0% | -11.7% | 0.727% | |
9/30/2024 | Mattson Financial Services LLC | 1,970 | $69K | 0.0% | N/A | 0.017% | |
8/30/2024 | Brown Financial Advisors | 3,278 | $114K | 0.1% | N/A | 0.028% | |
8/22/2024 | Cetera Investment Advisers | 391,152 | $13.66M | 0.0% | +3.6% | 3.335% | |
8/16/2024 | Sunbelt Securities Inc. | 65,850 | $2.30M | 0.2% | -4.6% | 0.561% | |
8/16/2024 | Long Island Wealth Management Inc. | 346,773 | $12.11M | 8.5% | +1.7% | 2.956% | |
8/14/2024 | Bank of Montreal Can | 13,450 | $474K | 0.0% | -9.4% | 0.115% | |
8/14/2024 | EverSource Wealth Advisors LLC | 1,845 | $68K | 0.0% | -25.7% | 0.016% | |
8/13/2024 | AE Wealth Management LLC | 8,857 | $309K | 0.0% | -3.3% | 0.076% | |
8/8/2024 | Vima LLC | 8,974 | $313K | 0.7% | -53.8% | 0.077% | |
8/8/2024 | CoreCap Advisors LLC | 9,034 | $315K | 0.0% | N/A | 0.077% | |
8/7/2024 | MGO One Seven LLC | 71,839 | $2.51M | 0.1% | -14.1% | 0.612% | |
8/6/2024 | Valtinson Bruner Financial Planning LLC | 10,085 | $352K | 0.1% | +16.5% | 0.086% | |
8/5/2024 | Denver PWM LLC | 1,182 | $41K | 0.0% | N/A | 0.010% | |
7/31/2024 | Commonwealth Equity Services LLC | 382,149 | $13.34M | 0.0% | -2.0% | 3.258% | |
7/31/2024 | BCGM Wealth Management LLC | 9,461 | $330K | 0.1% | -8.6% | 0.081% | |
7/30/2024 | ODonnell Financial Services LLC | 431,584 | $15.07M | 6.7% | -0.5% | 3.679% | |
7/29/2024 | Arkadios Wealth Advisors | 9,809 | $342K | 0.0% | +7.3% | 0.084% | |
7/27/2024 | Strategic Blueprint LLC | 21,118 | $737K | 0.1% | +8.4% | 0.180% | |
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7/26/2024 | Harbour Investments Inc. | 4,958 | $173K | 0.0% | +40.6% | 0.042% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 12,991 | $454K | 0.0% | N/A | 0.111% | |
7/24/2024 | Catalina Capital Group LLC | 79,195 | $2.77M | 1.0% | +130.2% | 0.675% | |
7/24/2024 | Avalon Capital Management | 89,926 | $3.14M | 1.0% | -6.4% | 0.767% | |
7/22/2024 | Legacy CG LLC | 14,317 | $500K | 0.2% | -96.9% | 0.122% | |
7/22/2024 | Pallas Capital Advisors LLC | 53,387 | $1.94M | 0.1% | +4.4% | 0.455% | |
7/19/2024 | MBL Wealth LLC | 347,320 | $12.13M | 1.4% | +4.9% | 2.961% | |
7/19/2024 | Berkshire Money Management Inc. | 1,748,082 | $61.03M | 7.4% | +3.8% | 14.903% | |
7/18/2024 | Gradient Investments LLC | 286,688 | $10.01M | 0.2% | +3.8% | 2.444% | |
7/18/2024 | Brookstone Capital Management | 96,621 | $3.54M | 0.1% | -4.4% | 0.824% | |
7/17/2024 | AdvisorNet Financial Inc | 105,259 | $3.68M | 0.3% | -0.8% | 0.897% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 33,100 | $1.16M | 0.0% | +1.8% | 0.282% | |
7/16/2024 | BCS Wealth Management | 7,007 | $245K | 0.1% | -4.2% | 0.060% | |
7/15/2024 | RFG Advisory LLC | 69,875 | $2.44M | 0.1% | -9.6% | 0.596% | |
7/15/2024 | SMI Advisory Services LLC | 56,988 | $1.99M | 0.5% | -48.0% | 0.486% | |
7/12/2024 | Cypress Wealth Services LLC | 8,189 | $286K | 0.1% | -16.4% | 0.070% | |
7/12/2024 | Maltin Wealth Management Inc. | 28,900 | $1.01M | 0.5% | +42.0% | 0.246% | |
7/12/2024 | DHJJ Financial Advisors Ltd. | 40,136 | $1.40M | 0.6% | -1.9% | 0.342% | |
7/10/2024 | CWM LLC | 2,175 | $76K | 0.0% | +33.6% | 0.019% | |
7/5/2024 | HBW Advisory Services LLC | 27,578 | $963K | 0.2% | N/A | 0.235% | |
7/2/2024 | Marcum Wealth LLC | 56,853 | $1.99M | 0.2% | -2.9% | 0.485% | |
6/11/2024 | EverSource Wealth Advisors LLC | 2,484 | $85K | 0.0% | N/A | 0.021% | |
5/24/2024 | Cetera Advisors LLC | 290,362 | $10.27M | 0.1% | +1,695.9% | 2.475% | |
5/24/2024 | Cetera Investment Advisers | 377,583 | $13.36M | 0.0% | +3,070.3% | 3.219% | |
5/23/2024 | FSA Advisors Inc. | 30,484 | $1.08M | 1.2% | +130.5% | 0.260% | |
5/17/2024 | Vima LLC | 19,427 | $687K | 0.2% | +17,722.9% | 0.166% | |
5/17/2024 | Clear Point Advisors Inc. | 14,349 | $508K | 0.4% | +56.5% | 0.122% | |
5/14/2024 | JT Stratford LLC | 30,314 | $1.07M | 0.2% | N/A | 0.258% | |
5/14/2024 | First Commonwealth Financial Corp PA | 11,666 | $413K | 0.1% | N/A | 0.099% | |
5/14/2024 | InterOcean Capital Group LLC | 8,746 | $309K | 0.0% | +41.8% | 0.075% | |
5/10/2024 | Alera Investment Advisors LLC | 6,506 | $230K | 0.0% | -21.0% | 0.055% | |
5/9/2024 | Corrado Advisors LLC | 52,705 | $1.86M | 1.2% | +31.4% | 0.446% | |
5/9/2024 | Blair William & Co. IL | 44,553 | $1.58M | 0.0% | N/A | 0.377% | |
5/9/2024 | SageView Advisory Group LLC | 25,679 | $908K | 0.0% | +58.0% | 0.217% | |
5/9/2024 | Koshinski Asset Management Inc. | 13,685 | $484K | 0.0% | -41.0% | 0.116% | |
5/8/2024 | Berkshire Money Management Inc. | 1,684,573 | $59.58M | 7.2% | +252.1% | 14.240% | |
5/8/2024 | Avantax Advisory Services Inc. | 31,394 | $1.11M | 0.0% | +2.8% | 0.265% | |
5/7/2024 | BCGM Wealth Management LLC | 10,351 | $366K | 0.1% | +7.7% | 0.087% | |
5/7/2024 | PFG Advisors | 5,973 | $211K | 0.0% | N/A | 0.050% | |
5/3/2024 | Catalina Capital Group LLC | 34,406 | $1.22M | 0.5% | N/A | 0.291% | |
5/3/2024 | TFB Advisors LLC | 8,760 | $300K | 0.1% | -21.5% | 0.074% | |
5/1/2024 | Janney Montgomery Scott LLC | 50,709 | $1.79M | 0.0% | +125.8% | 0.429% | |
4/30/2024 | Arkadios Wealth Advisors | 9,140 | $323K | 0.0% | N/A | 0.077% | |
4/30/2024 | Valtinson Bruner Financial Planning LLC | 8,654 | $306K | 0.1% | -13.0% | 0.073% | |
4/29/2024 | Commonwealth Equity Services LLC | 389,950 | $13.79M | 0.0% | +252.7% | 3.296% | |
4/29/2024 | Castle Wealth Management LLC | 12,656 | $448K | 0.2% | +96.2% | 0.107% | |
4/25/2024 | Capital Investment Advisory Services LLC | 3,361 | $119K | 0.0% | +43.9% | 0.028% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 69,953 | $2.47M | 0.0% | +307.5% | 0.576% | |
4/23/2024 | Gradient Investments LLC | 276,145 | $9.77M | 0.2% | +31,713.9% | 2.273% | |
4/23/2024 | Sugarloaf Wealth Management LLC | 13,011 | $460K | 0.1% | +133.4% | 0.107% | |
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4/23/2024 | Strategic Blueprint LLC | 19,477 | $689K | 0.0% | +116.6% | 0.160% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 71,936 | $2.54M | 0.0% | N/A | 0.592% | |
4/22/2024 | Legacy CG LLC | 460,368 | $16.28M | 5.9% | N/A | 3.789% | |
4/22/2024 | MBL Wealth LLC | 331,203 | $11.72M | 1.3% | +23.6% | 2.726% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 46,087 | $1.63M | 0.0% | -12.3% | 0.379% | |
4/17/2024 | Avalon Capital Management | 96,068 | $3.40M | 1.4% | N/A | 0.791% | |
4/16/2024 | Weaver Consulting Group | 32,657 | $1.16M | 0.4% | N/A | 0.269% | |
4/16/2024 | Maltin Wealth Management Inc. | 20,359 | $720K | 0.4% | N/A | 0.168% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 32,504 | $1.15M | 0.0% | +2.3% | 0.268% | |
4/16/2024 | PFS Partners LLC | 520,282 | $18.40M | 12.2% | +96.2% | 4.282% | |