3/14/2025 | Keystone Financial Services LLC | 284,003 | $8.32M | 7.6% | N/A | 1.809% | |
3/6/2025 | IronOak Wealth LLC. | 111,276 | $3.26M | 3.6% | N/A | 0.721% | |
3/5/2025 | Copley Financial Group Inc. | 49,250 | $1.44M | 1.1% | +437.8% | 0.319% | |
2/25/2025 | Armis Advisers LLC | 961,210 | $28.15M | 3.4% | N/A | 6.229% | |
2/18/2025 | 49 Wealth Management LLC | 9,241 | $271K | 0.0% | N/A | 0.075% | |
2/18/2025 | Novem Group | 9,300 | $272K | 0.0% | N/A | 0.076% | |
2/18/2025 | Glen Eagle Advisors LLC | 43,754 | $1.28M | 0.2% | +76.4% | 0.357% | |
2/17/2025 | Diligent Investors LLC | 35,373 | $1.04M | 0.2% | +6.0% | 0.289% | |
2/17/2025 | Cetera Investment Advisers | 1,695,694 | $49.67M | 0.1% | +19.6% | 13.842% | |
2/14/2025 | Jane Street Group LLC | 32,388 | $949K | 0.0% | N/A | 0.264% | |
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2/14/2025 | Triumph Capital Management | 12,219 | $358K | 0.1% | +8.3% | 0.100% | |
2/14/2025 | Capital Analysts LLC | 61,911 | $1.81M | 0.1% | N/A | 0.505% | |
2/14/2025 | Core Wealth Advisors Inc. | 118,558 | $3.47M | 1.1% | +15.7% | 0.968% | |
2/14/2025 | Integrated Wealth Concepts LLC | 32,386 | $949K | 0.0% | N/A | 0.264% | |
2/14/2025 | MML Investors Services LLC | 737,315 | $21.60M | 0.1% | +1.1% | 6.019% | |
2/13/2025 | Belpointe Asset Management LLC | 158,204 | $4.50M | 0.3% | +5.2% | 1.291% | |
2/13/2025 | Advisory Services Network LLC | 105,240 | $3.08M | 0.1% | -8.9% | 0.859% | |
2/13/2025 | Cascades Capital Asset Management LLC | 83,470 | $2.45M | 1.3% | -6.8% | 0.681% | |
2/13/2025 | Envestnet Asset Management Inc. | 747,865 | $21.91M | 0.0% | +16.8% | 6.105% | |
2/12/2025 | Arete Wealth Advisors LLC | 7,924 | $232K | 0.0% | -15.4% | 0.065% | |
2/12/2025 | Centric Wealth Management | 34,749 | $1.02M | 0.3% | -8.1% | 0.284% | |
2/12/2025 | OLD Mission Capital LLC | 26,997 | $791K | 0.0% | N/A | 0.220% | |
2/12/2025 | Orion Portfolio Solutions LLC | 8,712 | $255K | 0.0% | -38.9% | 0.071% | |
2/12/2025 | JPMorgan Chase & Co. | 2,640 | $77K | 0.0% | +911.5% | 0.022% | |
2/12/2025 | Ausdal Financial Partners Inc. | 252,236 | $7.39M | 0.6% | N/A | 2.059% | |
2/11/2025 | Signature Estate & Investment Advisors LLC | 63,553 | $1.86M | 0.0% | -3.1% | 0.519% | |
2/11/2025 | LPL Financial LLC | 342,882 | $10.04M | 0.0% | -5.1% | 2.799% | |
2/10/2025 | Harbour Investments Inc. | 101,655 | $2.98M | 0.1% | +187.8% | 0.830% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 20,132 | $590K | 0.0% | +60.6% | 0.164% | |
2/10/2025 | Commonwealth Equity Services LLC | 152,082 | $4.45M | 0.0% | +7.4% | 1.241% | |
2/10/2025 | Avantax Advisory Services Inc. | 118,933 | $3.48M | 0.0% | +22.5% | 0.971% | |
2/7/2025 | PFG Advisors | 16,741 | $490K | 0.0% | +9.5% | 0.137% | |
2/7/2025 | HighTower Advisors LLC | 60,002 | $1.76M | 0.0% | -6.2% | 0.490% | |
2/7/2025 | Coordinated Financial Services Inc. | 7,405 | $217K | 0.2% | N/A | 0.060% | |
2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 16,093 | $471K | 0.1% | +45.3% | 0.131% | |
2/6/2025 | Atria Investments Inc | 49,676 | $1.46M | 0.0% | -87.9% | 0.406% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 4,590 | $134K | 0.0% | -6.9% | 0.037% | |
2/5/2025 | Maripau Wealth Management LLC | 566,347 | $16.59M | 9.8% | -15.6% | 4.623% | |
2/5/2025 | Ergawealth Advisors Inc. | 39,534 | $1.16M | 0.6% | -34.4% | 0.323% | |
2/3/2025 | Sigma Planning Corp | 248,980 | $7.29M | 0.2% | +61.9% | 2.032% | |
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1/31/2025 | Kestra Investment Management LLC | 1,720 | $50K | 0.0% | N/A | 0.014% | |
1/31/2025 | Atria Wealth Solutions Inc. | 30,673 | $898K | 0.0% | +32.9% | 0.250% | |
1/31/2025 | J.W. Cole Advisors Inc. | 10,485 | $307K | 0.0% | N/A | 0.086% | |
1/30/2025 | Allworth Financial LP | 1,523,701 | $45.33M | 0.2% | +97.3% | 12.438% | |
1/29/2025 | Retirement Guys Formula LLC | 522,796 | $15.31M | 7.7% | -19.3% | 4.268% | |
1/28/2025 | Kestra Private Wealth Services LLC | 48,805 | $1.43M | 0.0% | -9.3% | 0.398% | |
1/27/2025 | Silver Oak Securities Incorporated | 38,759 | $1.14M | 0.1% | +158.0% | 0.316% | |
1/27/2025 | Stratos Wealth Advisors LLC | 15,141 | $443K | 0.0% | +15.6% | 0.124% | |
1/24/2025 | Financial Strategies Group Inc. | 413,118 | $12.03M | 2.9% | -0.7% | 3.372% | |
1/24/2025 | ODonnell Financial Services LLC | 194,437 | $5.58M | 2.5% | -2.4% | 1.587% | |
1/24/2025 | Chicago Partners Investment Group LLC | 84,980 | $2.50M | 0.1% | -16.7% | 0.694% | |
1/22/2025 | Patriot Financial Group Insurance Agency LLC | 8,372 | $245K | 0.0% | -81.2% | 0.068% | |
1/17/2025 | New Century Financial Group LLC | 242,391 | $7.14M | 3.0% | +14.8% | 1.979% | |
1/17/2025 | Independent Wealth Network Inc. | 84,430 | $2.47M | 1.0% | +9.5% | 0.689% | |
1/16/2025 | Sugar Maple Asset Management LLC | 131,469 | $3.85M | 2.9% | +50.6% | 1.073% | |
1/14/2025 | Fiduciary Financial Group LLC | 9,420 | $274K | 0.1% | N/A | 0.077% | |
1/14/2025 | Signal Advisors Wealth LLC | 566,347 | $16.59M | 1.9% | -15.5% | 4.623% | |
1/13/2025 | Brookstone Capital Management | 169,765 | $4.97M | 0.1% | -38.3% | 1.386% | |
1/10/2025 | HBW Advisory Services LLC | 14,583 | $427K | 0.1% | +15.9% | 0.119% | |
12/9/2024 | Copley Financial Group Inc. | 9,158 | $263K | 0.2% | N/A | 0.075% | |
11/25/2024 | Sanctuary Advisors LLC | 9,118 | $266K | 0.0% | N/A | 0.074% | |
11/18/2024 | Arete Wealth Advisors LLC | 9,368 | $269K | 0.0% | N/A | 0.076% | |
11/15/2024 | MML Investors Services LLC | 729,402 | $20.96M | 0.1% | +3.4% | 5.954% | |
11/15/2024 | Glen Eagle Advisors LLC | 24,802 | $713K | 0.1% | +6,100.5% | 0.202% | |
11/15/2024 | HighTower Advisors LLC | 63,974 | $1.84M | 0.0% | -2.3% | 0.522% | |
11/14/2024 | Centric Wealth Management | 37,806 | $1.10M | 0.3% | +52.4% | 0.309% | |
11/7/2024 | Sugar Maple Asset Management LLC | 87,315 | $2.51M | 2.2% | N/A | 0.713% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 65,599 | $1.89M | 0.0% | +23.9% | 0.536% | |
11/5/2024 | Harbour Investments Inc. | 35,320 | $1.02M | 0.0% | +145.9% | 0.288% | |
11/4/2024 | Sigma Planning Corp | 153,826 | $4.42M | 0.1% | +20.7% | 1.256% | |
11/1/2024 | Atria Investments Inc | 411,333 | $11.82M | 0.1% | -17.3% | 3.358% | |
11/1/2024 | Financial Strategies Group Inc. | 415,860 | $12.04M | 2.6% | +0.9% | 3.395% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 44,424 | $1.28M | 0.2% | +34.8% | 0.363% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 11,078 | $318K | 0.0% | +14.8% | 0.090% | |
10/23/2024 | Allworth Financial LP | 772,153 | $22.19M | 0.1% | -45.1% | 6.303% | |
10/23/2024 | Silver Oak Securities Incorporated | 15,025 | $431K | 0.0% | N/A | 0.123% | |
10/23/2024 | Ergawealth Advisors Inc. | 60,269 | $1.73M | 0.9% | +4.7% | 0.492% | |
10/22/2024 | Maripau Wealth Management LLC | 671,392 | $19.30M | 16.7% | +12.3% | 5.481% | |
10/21/2024 | Retirement Guys Formula LLC | 647,893 | $18.62M | 8.7% | +4.5% | 5.289% | |
10/19/2024 | New Century Financial Group LLC | 211,103 | $6.07M | 2.2% | -28.9% | 1.723% | |
10/18/2024 | Stratos Wealth Advisors LLC | 13,103 | $377K | 0.0% | N/A | 0.107% | |
10/8/2024 | Brookstone Capital Management | 275,162 | $7.91M | 0.1% | -20.1% | 2.246% | |
10/8/2024 | Atomi Financial Group Inc. | 11,372 | $327K | 0.0% | +7.3% | 0.093% | |
10/4/2024 | HBW Advisory Services LLC | 12,582 | $362K | 0.1% | N/A | 0.103% | |
8/27/2024 | New Century Financial Group LLC | 297,056 | $8.26M | 3.5% | -5.1% | 2.425% | |
8/22/2024 | Cetera Investment Advisers | 930,001 | $25.85M | 0.1% | +12.0% | 7.592% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 7,394 | $205K | 0.0% | -22.7% | 0.060% | |
8/16/2024 | Core Wealth Advisors Inc. | 93,183 | $2.59M | 0.9% | +528.6% | 0.761% | |
8/8/2024 | Envestnet Asset Management Inc. | 623,684 | $17.33M | 0.0% | +11.3% | 5.091% | |
8/2/2024 | Belpointe Asset Management LLC | 152,957 | $4.25M | 0.3% | +1.0% | 1.249% | |
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7/31/2024 | Commonwealth Equity Services LLC | 134,672 | $3.74M | 0.0% | +48.0% | 1.099% | |
7/30/2024 | ODonnell Financial Services LLC | 199,007 | $5.53M | 2.5% | +2.0% | 1.625% | |
7/26/2024 | Harbour Investments Inc. | 14,365 | $399K | 0.0% | +1,171.2% | 0.117% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 32,956 | $916K | 0.1% | +38.2% | 0.269% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 174,454 | $4.85M | 0.0% | +16.4% | 1.424% | |
7/26/2024 | Atomi Financial Group Inc. | 10,601 | $295K | 0.0% | +31.2% | 0.087% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 52,931 | $1.47M | 0.0% | N/A | 0.432% | |
7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 9,651 | $268K | 0.0% | -4.3% | 0.079% | |
7/22/2024 | Ergawealth Advisors Inc. | 57,582 | $1.60M | 0.9% | +13.3% | 0.470% | |
7/18/2024 | Brookstone Capital Management | 344,497 | $9.64M | 0.2% | +4.9% | 2.812% | |