11/1/2024 | TCTC Holdings LLC | 872 | $26K | 0.0% | N/A | 0.028% | |
10/31/2024 | Global Strategic Investment Solutions LLC | 118,891 | $3.61M | 0.4% | -31.6% | 3.860% | |
10/22/2024 | DHJJ Financial Advisors Ltd. | 48,342 | $1.47M | 0.6% | -8.5% | 1.570% | |
10/22/2024 | Signaturefd LLC | 6,527 | $198K | 0.0% | N/A | 0.212% | |
10/18/2024 | Stratos Wealth Advisors LLC | 39,841 | $1.21M | 0.1% | -9.8% | 1.294% | |
10/11/2024 | Elmwood Wealth Management Inc. | 7,000 | $213K | 0.1% | N/A | 0.227% | |
|
10/8/2024 | CWM LLC | 34,021 | $1.03M | 0.0% | +9.9% | 1.105% | |
8/22/2024 | Cetera Investment Advisers | 77,727 | $2.22M | 0.0% | -2.1% | 2.524% | |
8/21/2024 | Truist Financial Corp | 81,876 | $2.34M | 0.0% | +2.1% | 2.658% | |
8/16/2024 | Sunbelt Securities Inc. | 23,506 | $672K | 0.1% | -3.2% | 0.763% | |
8/8/2024 | Envestnet Asset Management Inc. | 68,438 | $1.96M | 0.0% | +2.5% | 2.222% | |
8/6/2024 | Valtinson Bruner Financial Planning LLC | 129,772 | $3.71M | 1.5% | -1.1% | 4.213% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 38,038 | $1.09M | 0.2% | -10.0% | 1.235% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 39,666 | $1.13M | 0.0% | -14.0% | 1.288% | |
7/18/2024 | Brookstone Capital Management | 18,299 | $542K | 0.0% | -5.6% | 0.594% | |
7/18/2024 | Outlook Wealth Advisors LLC | 8,817 | $252K | 0.1% | -9.9% | 0.286% | |
7/16/2024 | BCS Wealth Management | 13,235 | $378K | 0.2% | -12.0% | 0.430% | |
7/12/2024 | Diversify Advisory Services LLC | 11,295 | $322K | 0.0% | N/A | 0.367% | |
7/12/2024 | Maltin Wealth Management Inc. | 25,134 | $719K | 0.4% | +3.8% | 0.816% | |
7/12/2024 | DHJJ Financial Advisors Ltd. | 52,834 | $1.51M | 0.6% | -9.4% | 1.715% | |
7/11/2024 | U.S. Capital Wealth Advisors LLC | 25,424 | $727K | 0.0% | -1.9% | 0.825% | |
7/10/2024 | CWM LLC | 30,961 | $885K | 0.0% | +6.0% | 1.005% | |
6/21/2024 | Cape Investment Advisory Inc. | 4,025 | $115K | 0.1% | -14.8% | 0.131% | |
5/24/2024 | Cetera Advisors LLC | 17,508 | $498K | 0.0% | +39.0% | 0.568% | |
5/24/2024 | Cetera Investment Advisers | 79,430 | $2.26M | 0.0% | +240.6% | 2.579% | |
5/20/2024 | Bullseye Investment Management LLC | 158,508 | $4.51M | 2.6% | +226.7% | 5.146% | |
5/9/2024 | SageView Advisory Group LLC | 13,235 | $377K | 0.0% | -31.5% | 0.430% | |
5/8/2024 | Avantax Advisory Services Inc. | 25,198 | $717K | 0.0% | -5.3% | 0.818% | |
4/30/2024 | Valtinson Bruner Financial Planning LLC | 131,281 | $3.74M | 1.6% | -0.9% | 4.262% | |
4/29/2024 | Commonwealth Equity Services LLC | 96,401 | $2.74M | 0.0% | +3.6% | 3.130% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 42,275 | $1.20M | 0.3% | -3.9% | 1.373% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 21,934 | $624K | 0.1% | -9.3% | 0.712% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 53,554 | $1.52M | 0.0% | -8.2% | 1.739% | |
4/16/2024 | Maltin Wealth Management Inc. | 24,209 | $689K | 0.4% | +82.0% | 0.786% | |
4/15/2024 | Brookstone Capital Management | 19,385 | $552K | 0.0% | -66.6% | 0.629% | |
4/15/2024 | Sunbelt Securities Inc. | 24,281 | $691K | 0.1% | -33.8% | 0.788% | |
3/6/2024 | SageView Advisory Group LLC | 19,328 | $531K | 0.0% | N/A | 0.891% | |
2/14/2024 | Personal CFO Solutions LLC | 14,684 | $404K | 0.1% | N/A | 0.677% | |
2/12/2024 | Cape Investment Advisory Inc. | 4,725 | $130K | 0.1% | N/A | 0.218% | |
2/9/2024 | Advisory Services Network LLC | 14,954 | $412K | 0.0% | N/A | 0.689% | |
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2/9/2024 | SageView Advisory Group LLC | 19,328 | $531K | 0.0% | N/A | 0.891% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 48,489 | $1.33M | 0.0% | +48.4% | 2.235% | |
2/7/2024 | Avantax Advisory Services Inc. | 26,613 | $732K | 0.0% | -65.2% | 1.226% | |
2/7/2024 | NBC Securities Inc. | 3,846 | $105K | 0.0% | N/A | 0.177% | |
2/7/2024 | Berger Financial Group Inc | 10,348 | $285K | 0.0% | N/A | 0.477% | |
2/7/2024 | Principal Securities Inc. | 6,691 | $184K | 0.0% | N/A | 0.308% | |
2/6/2024 | Valtinson Bruner Financial Planning LLC | 132,530 | $3.65M | 1.9% | +2.8% | 6.107% | |
2/6/2024 | Lincoln National Corp | 23,209 | $639K | 0.0% | +30.9% | 1.070% | |
2/5/2024 | Epic Trust Investment Advisors LLC | 22,523 | $620K | 0.8% | +5.9% | 1.038% | |
2/2/2024 | Truist Financial Corp | 86,947 | $2.39M | 0.0% | +316.2% | 4.007% | |
2/2/2024 | Atria Wealth Solutions Inc. | 9,850 | $271K | 0.0% | N/A | 0.454% | |
2/2/2024 | Acas LLC | 9,311 | $256K | 0.3% | -8.9% | 0.429% | |
2/1/2024 | Corrado Advisors LLC | 37,411 | $1.03M | 0.8% | +91.9% | 1.724% | |
2/1/2024 | CWM LLC | 27,244 | $750K | 0.0% | +21.0% | 1.255% | |
2/1/2024 | CRA Financial Services LLC | 10,295 | $283K | 0.1% | +13.4% | 0.474% | |
1/30/2024 | Wealth Alliance | 13,609 | $375K | 0.1% | +7.8% | 0.627% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 58,358 | $1.61M | 0.8% | +1.6% | 2.689% | |
1/29/2024 | Outlook Wealth Advisors LLC | 9,785 | $269K | 0.1% | N/A | 0.451% | |
1/29/2024 | Compass Advisory Group LLC | 22,643 | $623K | 0.3% | +5.0% | 1.043% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 43,997 | $1.21M | 0.3% | -2.4% | 2.028% | |
1/24/2024 | Stratos Wealth Advisors LLC | 24,276 | $668K | 0.0% | N/A | 1.119% | |
1/23/2024 | Beacon Financial Advisory LLC | 45,546 | $1.25M | 0.6% | +11.7% | 2.099% | |
1/19/2024 | AdvisorNet Financial Inc | 3,306 | $91K | 0.0% | +114.0% | 0.152% | |
1/18/2024 | Maltin Wealth Management Inc. | 13,299 | $366K | 0.2% | N/A | 0.613% | |
1/16/2024 | Raymond James & Associates | 23,527 | $647K | 0.0% | N/A | 1.084% | |
1/16/2024 | Wealthsource Partners LLC | 12,295 | $338K | 0.0% | +4.0% | 0.567% | |
1/12/2024 | Global Strategic Investment Solutions LLC | 286,932 | $7.90M | 1.0% | +705.3% | 13.223% | |
1/11/2024 | Brookstone Capital Management | 57,991 | $1.60M | 0.0% | +69.2% | 2.672% | |
1/11/2024 | FORVIS Wealth Advisors LLC | 58,318 | $1.61M | 0.0% | -17.1% | 2.687% | |
1/11/2024 | BCS Wealth Management | 15,040 | $414K | 0.2% | +53.4% | 0.693% | |
1/11/2024 | Diligent Investors LLC | 14,083 | $388K | 0.1% | N/A | 0.649% | |
1/10/2024 | Marcum Wealth LLC | 7,942 | $219K | 0.0% | N/A | 0.366% | |
1/10/2024 | Sugarloaf Wealth Management LLC | 5,479 | $151K | 0.0% | +603.3% | 0.252% | |
11/13/2023 | Kestra Advisory Services LLC | 10,182 | $261K | 0.0% | -4.3% | 0.469% | |
11/9/2023 | Wealth Alliance | 12,623 | $324K | 0.1% | +12.1% | 0.582% | |
11/8/2023 | HighTower Advisors LLC | 9,666 | $247K | 0.0% | -98.3% | 0.445% | |
11/8/2023 | Avantax Advisory Services Inc. | 76,532 | $1.97M | 0.0% | +8.6% | 3.527% | |
11/6/2023 | Lincoln National Corp | 17,724 | $455K | 0.0% | -7.2% | 0.817% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 45,083 | $1.16M | 0.3% | -0.9% | 2.078% | |
10/26/2023 | FORVIS Wealth Advisors LLC | 70,356 | $1.81M | 0.1% | -4.7% | 3.242% | |
10/25/2023 | Beacon Financial Advisory LLC | 40,771 | $1.05M | 0.6% | -2.5% | 1.879% | |
10/24/2023 | Acas LLC | 10,218 | $262K | 0.3% | -8.5% | 0.471% | |
10/24/2023 | Compass Advisory Group LLC | 21,565 | $554K | 0.3% | -8.0% | 0.994% | |
10/24/2023 | Valtinson Bruner Financial Planning LLC | 128,974 | $3.31M | 1.8% | -2.6% | 5.944% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 32,683 | $839K | 0.0% | +9.8% | 1.506% | |
10/23/2023 | Commonwealth Equity Services LLC | 42,554 | $1.09M | 0.0% | -16.8% | 1.961% | |
10/20/2023 | Brookstone Capital Management | 34,277 | $856K | 0.0% | N/A | 1.580% | |
10/20/2023 | U.S. Capital Wealth Advisors LLC | 26,394 | $678K | 0.0% | -20.8% | 1.216% | |
10/16/2023 | Epic Trust Investment Advisors LLC | 21,260 | $546K | 0.9% | -2.7% | 0.980% | |
10/13/2023 | Global Strategic Investment Solutions LLC | 35,631 | $915K | 0.1% | -56.1% | 1.642% | |
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10/12/2023 | IFP Advisors Inc | 3,131 | $80K | 0.0% | +95.9% | 0.144% | |
10/12/2023 | AdvisorNet Financial Inc | 1,545 | $40K | 0.0% | N/A | 0.071% | |
10/11/2023 | CWM LLC | 22,515 | $578K | 0.0% | +30.0% | 1.038% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 57,428 | $1.48M | 0.7% | -15.7% | 2.646% | |
8/11/2023 | SageView Advisory Group LLC | 15,210 | $412K | 0.0% | -44.3% | 0.701% | |
8/10/2023 | First Commonwealth Financial Corp PA | 10,102 | $274K | 0.1% | -54.7% | 0.466% | |
8/10/2023 | Commonwealth Equity Services LLC | 51,148 | $1.39M | 0.0% | -2.0% | 2.357% | |
8/10/2023 | Cetera Advisor Networks LLC | 35,938 | $973K | 0.0% | -7.4% | 1.656% | |
8/8/2023 | FORVIS Wealth Advisors LLC | 73,852 | $2M | 0.1% | -2.0% | 3.403% | |
8/8/2023 | Brown Wealth Management LLC | 8,951 | $242K | 0.1% | N/A | 0.412% | |