| 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% | |
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| 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% | |
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| 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% | |
| 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% | |
| 7/17/2024 | Financial Strategies Group Inc. | 412,297 | $11.57M | 2.9% | -0.9% | 3.366% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 10,932 | $304K | 0.0% | N/A | 0.089% | |
| 7/15/2024 | Diligent Investors LLC | 22,479 | $625K | 0.2% | +17.0% | 0.184% | |
| 7/12/2024 | Lion Street Advisors LLC | 8,610 | $239K | 0.1% | N/A | 0.070% | |
| 5/24/2024 | Cetera Advisors LLC | 580,596 | $15.68M | 0.1% | +256.8% | 4.740% | |
| 5/24/2024 | Cetera Investment Advisers | 830,120 | $22.42M | 0.1% | +144.6% | 6.776% | |
| 5/21/2024 | Atria Investments Inc | 478,834 | $12.93M | 0.2% | -11.6% | 3.909% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 9,560 | $258K | 0.0% | N/A | 0.078% | |
| 5/15/2024 | Kestra Advisory Services LLC | 533,066 | $14.40M | 0.1% | +7.6% | 4.450% | |
| 5/10/2024 | Osaic Holdings Inc. | 1,096,487 | $29.62M | 0.1% | -3.3% | 9.153% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 52,970 | $1.43M | 0.0% | -30.0% | 0.442% | |
| 5/7/2024 | Atomi Financial Group Inc. | 8,079 | $218K | 0.0% | N/A | 0.067% | |
| 5/6/2024 | Advisory Services Network LLC | 107,498 | $2.90M | 0.1% | +11.6% | 0.897% | |
| 5/1/2024 | Centric Wealth Management | 26,238 | $700K | 0.2% | +119.9% | 0.219% | |
| 4/30/2024 | Hartline Investment Corp | 10,085 | $272K | 0.0% | N/A | 0.084% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 91,012 | $2.46M | 0.0% | +34.6% | 0.760% | |
| 4/25/2024 | Allworth Financial LP | 1,219,386 | $32.94M | 0.2% | +105.4% | 10.936% | |
| 4/25/2024 | Triumph Capital Management | 8,881 | $240K | 0.1% | N/A | 0.080% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 149,827 | $4.05M | 0.0% | +56.1% | 1.344% | |
| 4/19/2024 | Retirement Guys Formula LLC | 635,844 | $17.17M | 8.4% | +6.8% | 5.703% | |
| 4/19/2024 | New Century Financial Group LLC | 312,900 | $8.45M | 5.9% | +64.7% | 2.806% | |
| 4/18/2024 | Financial Strategies Group Inc. | 416,102 | $11.22M | 3.0% | N/A | 3.732% | |
| 4/15/2024 | Brookstone Capital Management | 328,290 | $8.87M | 0.2% | +4.4% | 2.944% | |
| 4/12/2024 | Allen Mooney & Barnes Investment Advisors LLC | 8,807 | $237K | 0.0% | N/A | 0.079% | |
| 4/10/2024 | Signal Advisors Wealth LLC | 567,915 | $15.34M | 3.8% | +1.8% | 8.451% | |
| 2/14/2024 | Core Wealth Advisors Inc. | 5,810 | $150K | 0.1% | N/A | 0.086% | |
| 2/13/2024 | Cetera Advisor Networks LLC | 195,764 | $5.07M | 0.0% | +13.5% | 2.913% | |
| 2/9/2024 | Advisory Services Network LLC | 96,292 | $2.49M | 0.1% | +10.1% | 1.433% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 35,360 | $915K | 0.0% | +3.9% | 0.526% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 95,979 | $2.48M | 0.0% | +53.0% | 1.428% | |
Is this Elon’s true agenda? (Ad) All 10 of the world's biggest money managers follow my work, and the Pentagon, the FBI and Harvard professors have all turned to my business partner and I for our thoughts on the market. And with every investor in America wondering what Elon is going to do now that he's in Washington, this is what we tell them Click here for my report |
| 2/8/2024 | New Century Financial Group LLC | 190,026 | $4.92M | 4.3% | N/A | 2.828% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 75,717 | $1.96M | 0.0% | +5.5% | 1.127% | |
| 2/6/2024 | Centric Wealth Management | 11,932 | $314K | 0.1% | -9.2% | 0.178% | |
| 2/5/2024 | Kestra Private Wealth Services LLC | 36,497 | $945K | 0.0% | N/A | 0.543% | |
| 2/2/2024 | ODonnell Financial Services LLC | 622,181 | $16.10M | 8.1% | +229.2% | 9.259% | |
| 2/1/2024 | Sigma Planning Corp | 76,295 | $1.98M | 0.2% | -63.3% | 1.135% | |
| 1/30/2024 | Ergawealth Advisors Inc. | 43,603 | $1.13M | 0.7% | +50.6% | 0.649% | |
| 1/24/2024 | Allworth Financial LP | 593,711 | $15.37M | 0.1% | +3.1% | 8.835% | |
| 1/22/2024 | Retirement Guys Formula LLC | 595,504 | $15.41M | 8.2% | +84.7% | 8.862% | |
| 1/19/2024 | Realta Investment Advisors | 15,064 | $390K | 0.1% | +32.7% | 0.224% | |
