2/17/2025 | CoreCap Advisors LLC | 6,956 | $244K | 0.0% | N/A | 0.260% | |
2/17/2025 | Cetera Investment Advisers | 36,809 | $1.29M | 0.0% | +19.2% | 1.373% | |
2/17/2025 | Citadel Advisors LLC | 17,406 | $611K | 0.0% | N/A | 0.649% | |
2/14/2025 | Berger Financial Group Inc | 78,104 | $2.74M | 0.2% | +345.5% | 2.914% | |
2/14/2025 | MGO One Seven LLC | 7,029 | $247K | 0.0% | -92.9% | 0.262% | |
2/14/2025 | IHT Wealth Management LLC | 28,470 | $999K | 0.0% | N/A | 1.062% | |
2/13/2025 | NewEdge Advisors LLC | 44,727 | $1.57M | 0.0% | -16.2% | 1.669% | |
2/13/2025 | CreativeOne Wealth LLC | 5,830 | $205K | 0.0% | N/A | 0.218% | |
2/13/2025 | SageView Advisory Group LLC | 13,238 | $465K | 0.0% | N/A | 0.494% | |
2/13/2025 | Raymond James Financial Inc. | 26,414 | $927K | 0.0% | N/A | 0.986% | |
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2/13/2025 | Advisory Services Network LLC | 37,138 | $1.30M | 0.0% | +110.6% | 1.386% | |
2/13/2025 | Trek Financial LLC | 25,349 | $889K | 0.1% | +70.3% | 0.946% | |
2/13/2025 | Envestnet Asset Management Inc. | 29,775 | $1.05M | 0.0% | +109.7% | 1.111% | |
2/12/2025 | Arete Wealth Advisors LLC | 51,481 | $1.81M | 0.1% | -1.2% | 1.921% | |
2/12/2025 | AssuredPartners Investment Advisors LLC | 8,824 | $310K | 0.1% | N/A | 0.329% | |
2/12/2025 | PKS Advisory Services LLC | 42,197 | $1.48M | 0.4% | N/A | 1.575% | |
2/11/2025 | WorthPointe LLC | 6,789 | $238K | 0.1% | N/A | 0.253% | |
2/11/2025 | LPL Financial LLC | 24,155 | $848K | 0.0% | +17.2% | 0.901% | |
2/10/2025 | IMG Wealth Management Inc. | 10,200 | $358K | 0.3% | N/A | 0.381% | |
2/10/2025 | Commonwealth Equity Services LLC | 124,963 | $4.39M | 0.0% | +33.3% | 4.663% | |
2/7/2025 | Novus Advisors LLC | 6,310 | $221K | 0.2% | N/A | 0.235% | |
2/6/2025 | Raymond James Financial Inc. | 26,414 | $927K | 0.0% | N/A | 0.986% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 10,264 | $360K | 0.0% | -5.3% | 0.383% | |
2/6/2025 | Bravias Capital Group LLC | 16,862 | $601K | 0.5% | N/A | 0.629% | |
2/5/2025 | Maia Wealth LLC | 13,843 | $492K | 0.1% | N/A | 0.517% | |
2/5/2025 | Allegiance Financial Group Advisory Services LLC | 15,298 | $537K | 0.2% | N/A | 0.571% | |
2/5/2025 | Kellett Wealth Advisors LLC | 54,858 | $1.93M | 1.3% | N/A | 2.047% | |
2/4/2025 | IFP Advisors Inc | 2,104 | $74K | 0.0% | +23.5% | 0.079% | |
2/4/2025 | WealthShield Partners LLC | 20,019 | $702K | 0.1% | +2,870.2% | 0.747% | |
1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 109,782 | $3.85M | 0.1% | +13.7% | 4.096% | |
1/31/2025 | Truist Financial Corp | 60,260 | $2.12M | 0.0% | +33.1% | 2.249% | |
1/30/2025 | Lakeridge Wealth Management LLC | 19,152 | $672K | 0.3% | -5.0% | 0.715% | |
1/30/2025 | Bright Futures Wealth Management LLC. | 53,613 | $1.91M | 1.7% | N/A | 2.000% | |
1/29/2025 | Sovran Advisors LLC | 256,527 | $8.97M | 1.3% | N/A | 9.572% | |
1/27/2025 | Stratos Wealth Advisors LLC | 10,000 | $351K | 0.0% | N/A | 0.373% | |
1/24/2025 | Spire Wealth Management | 80,584 | $2.83M | 0.1% | +95.8% | 3.007% | |
1/23/2025 | Donald L. Hagan LLC | 106,452 | $3.74M | 1.9% | N/A | 3.972% | |
1/23/2025 | Strategic Blueprint LLC | 37,771 | $1.33M | 0.1% | +13.4% | 1.409% | |
1/22/2025 | Foundations Investment Advisors LLC | 6,367 | $223K | 0.0% | N/A | 0.238% | |
1/22/2025 | Cornerstone Wealth Group LLC | 6,687 | $235K | 0.0% | N/A | 0.250% | |
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1/21/2025 | KFG Wealth Management LLC | 75,082 | $2.64M | 0.5% | +40.7% | 2.802% | |
1/21/2025 | Encompass More Asset Management | 163,044 | $5.72M | 1.9% | N/A | 6.084% | |
1/15/2025 | Ameritas Advisory Services LLC | 43,537 | $1.53M | 0.1% | N/A | 1.625% | |
1/15/2025 | Central Valley Advisors LLC | 46,825 | $1.64M | 0.7% | N/A | 1.747% | |
1/15/2025 | Fermata Advisors LLC | 28,892 | $1.01M | 0.2% | N/A | 1.078% | |
1/14/2025 | Accurate Wealth Management LLC | 6,733 | $236K | 0.0% | N/A | 0.251% | |
1/13/2025 | Brookstone Capital Management | 955,217 | $33.52M | 0.5% | +780.7% | 35.642% | |
1/10/2025 | Sugarloaf Wealth Management LLC | 4,400 | $154K | 0.0% | +14.3% | 0.164% | |
11/18/2024 | Arete Wealth Advisors LLC | 52,109 | $1.82M | 0.2% | -4.6% | 1.944% | |
11/15/2024 | MML Investors Services LLC | 24,823 | $869K | 0.0% | -8.0% | 0.926% | |
11/15/2024 | Jane Street Group LLC | 17,061 | $597K | 0.0% | -32.8% | 0.637% | |
11/15/2024 | Wolverine Trading LLC | 15,583 | $545K | 0.0% | +67.3% | 0.581% | |
11/15/2024 | HighTower Advisors LLC | 24,216 | $846K | 0.0% | -27.0% | 0.904% | |
11/6/2024 | Archer Investment Corp | 3,956 | $138K | 0.0% | -77.5% | 0.148% | |
10/25/2024 | Strategic Blueprint LLC | 33,307 | $1.17M | 0.1% | -10.8% | 1.243% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 5,720 | $200K | 0.0% | N/A | 0.213% | |
10/9/2024 | Castle Rock Wealth Management LLC | 48,209 | $1.69M | 0.4% | -6.1% | 1.799% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 96,569 | $3.38M | 0.3% | +7.6% | 3.603% | |
10/8/2024 | Brookstone Capital Management | 108,465 | $3.80M | 0.1% | -0.5% | 4.047% | |
8/22/2024 | Cetera Investment Advisers | 29,761 | $1.02M | 0.0% | -17.4% | 1.110% | |
8/16/2024 | NewEdge Advisors LLC | 52,901 | $1.81M | 0.0% | -14.2% | 1.974% | |
8/13/2024 | AE Wealth Management LLC | 13,974 | $479K | 0.0% | -4.6% | 0.521% | |
8/7/2024 | MGO One Seven LLC | 115,312 | $3.95M | 0.2% | -23.5% | 4.303% | |
8/2/2024 | Archer Investment Corp | 17,613 | $604K | 0.2% | -8.4% | 0.657% | |
8/2/2024 | Octavia Wealth Advisors LLC | 26,355 | $904K | 0.1% | +3.2% | 0.983% | |
7/31/2024 | Spire Wealth Management | 42,214 | $1.45M | 0.1% | -11.0% | 1.575% | |
7/31/2024 | Commonwealth Equity Services LLC | 118,032 | $4.05M | 0.0% | +4.4% | 4.404% | |
7/20/2024 | Milestone Asset Management LLC | 97,110 | $3.33M | 0.8% | -7.5% | 3.624% | |
7/19/2024 | KFG Wealth Management LLC | 63,539 | $2.18M | 0.9% | -1.4% | 2.371% | |
7/18/2024 | Brookstone Capital Management | 109,048 | $3.76M | 0.1% | -80.7% | 4.069% | |
7/18/2024 | Triad Wealth Partners LLC | 992 | $34K | 0.0% | N/A | 0.037% | |
5/24/2024 | Cetera Advisors LLC | 25,446 | $850K | 0.0% | +27.0% | 0.949% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 42,608 | $1.42M | 0.2% | -14.0% | 1.590% | |
4/29/2024 | Commonwealth Equity Services LLC | 113,098 | $3.78M | 0.0% | -5.2% | 4.220% | |
4/23/2024 | Milestone Asset Management LLC | 105,017 | $3.51M | 1.0% | -0.5% | 3.890% | |
4/23/2024 | Accurate Wealth Management LLC | 7,177 | $235K | 0.1% | N/A | 0.266% | |
4/19/2024 | KFG Wealth Management LLC | 64,461 | $2.15M | 0.9% | -4.7% | 2.387% | |
4/15/2024 | Brookstone Capital Management | 565,820 | $18.91M | 0.3% | +6.1% | 20.956% | |
2/16/2024 | SageView Advisory Group LLC | 407,848 | $13.07M | 0.4% | N/A | 16.120% | |
2/15/2024 | Garden State Investment Advisory Services LLC | 25,380 | $813K | 0.3% | N/A | 1.003% | |
2/14/2024 | MGO One Seven LLC | 146,057 | $4.68M | 0.3% | +3.8% | 5.773% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 10,834 | $347K | 0.0% | N/A | 0.428% | |
2/9/2024 | Advisory Services Network LLC | 17,513 | $561K | 0.0% | N/A | 0.692% | |
2/9/2024 | SageView Advisory Group LLC | 407,848 | $13.07M | 0.4% | N/A | 16.120% | |
2/8/2024 | Foundations Investment Advisors LLC | 98,010 | $3.19M | 0.1% | -3.1% | 3.874% | |
2/7/2024 | Berger Financial Group Inc | 25,506 | $817K | 0.1% | +137.1% | 1.008% | |
2/6/2024 | Spire Wealth Management | 47,437 | $1.53M | 0.1% | +2,332.7% | 1.875% | |
2/2/2024 | Truist Financial Corp | 50,493 | $1.62M | 0.0% | +15.0% | 1.996% | |
1/31/2024 | KFG Wealth Management LLC | 67,625 | $2.17M | 1.0% | -34.4% | 2.673% | |
1/31/2024 | Archer Investment Corp | 20,047 | $642K | 0.2% | -49.8% | 0.792% | |
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1/29/2024 | Compass Advisory Group LLC | 9,716 | $311K | 0.1% | -23.7% | 0.384% | |
1/23/2024 | Milestone Asset Management LLC | 105,573 | $3.38M | 1.1% | -2.9% | 4.173% | |
1/23/2024 | WealthShield Partners LLC | 1,106 | $35K | 0.0% | N/A | 0.044% | |
1/17/2024 | Atticus Wealth Management LLC | 4,415 | $141K | 0.0% | -81.2% | 0.175% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 14,141 | $453K | 0.0% | +23.5% | 0.559% | |
1/11/2024 | Brookstone Capital Management | 533,363 | $17.09M | 0.4% | +329.9% | 21.082% | |
1/11/2024 | Ausdal Financial Partners Inc. | 8,902 | $285K | 0.0% | N/A | 0.352% | |
1/10/2024 | Sugarloaf Wealth Management LLC | 3,850 | $123K | 0.0% | +250.0% | 0.152% | |
1/9/2024 | Castle Rock Wealth Management LLC | 58,017 | $1.84M | 0.6% | +2.3% | 2.293% | |
1/3/2024 | FC Advisory LLC | 7,858 | $252K | 0.1% | -5.7% | 0.311% | |