8/28/2024 | Souders Financial Advisors | 8,809 | $287K | 0.0% | N/A | 0.363% | |
8/15/2024 | Delta Investment Management LLC | 14,349 | $467K | 0.1% | -88.8% | 0.590% | |
8/8/2024 | WPWealth LLP | 9,210 | $300K | 0.1% | N/A | 0.379% | |
8/2/2024 | Archer Investment Corp | 9,572 | $311K | 0.1% | +18.8% | 0.394% | |
7/31/2024 | Commonwealth Equity Services LLC | 62,811 | $2.04M | 0.0% | +2.7% | 2.585% | |
7/26/2024 | WealthShield Partners LLC | 3,480 | $113K | 0.0% | -66.3% | 0.143% | |
|
7/26/2024 | Cambridge Investment Research Advisors Inc. | 62,716 | $2.04M | 0.0% | +5.7% | 2.581% | |
7/19/2024 | KFG Wealth Management LLC | 216,210 | $7.04M | 2.8% | +1,285.2% | 8.898% | |
7/19/2024 | Raymond James & Associates | 214,498 | $6.98M | 0.0% | -2.9% | 8.827% | |
7/18/2024 | Brookstone Capital Management | 534,433 | $17.64M | 0.3% | +897.0% | 21.993% | |
7/18/2024 | Fiduciary Financial Group LLC | 30,156 | $1.00M | 0.2% | N/A | 1.241% | |
7/15/2024 | RFG Advisory LLC | 6,383 | $208K | 0.0% | -42.2% | 0.263% | |
7/12/2024 | Central Valley Advisors LLC | 1,433 | $47K | 0.0% | N/A | 0.059% | |
7/10/2024 | CWM LLC | 3,530 | $115K | 0.0% | +55.2% | 0.145% | |
5/9/2024 | Delta Investment Management LLC | 128,340 | $4.09M | 0.9% | -33.0% | 5.281% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 164,808 | $5.25M | 0.6% | -5.3% | 6.782% | |
5/3/2024 | Comprehensive Financial Consultants Institutional Inc. | 7,890 | $251K | 0.1% | -83.6% | 0.325% | |
5/1/2024 | Janney Montgomery Scott LLC | 9,629 | $307K | 0.0% | -15.7% | 0.396% | |
4/29/2024 | Commonwealth Equity Services LLC | 61,174 | $1.95M | 0.0% | -47.0% | 2.517% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 59,351 | $1.89M | 0.0% | -4.0% | 2.393% | |
4/23/2024 | Accurate Wealth Management LLC | 7,289 | $228K | 0.1% | -12.8% | 0.294% | |
4/22/2024 | Altfest L J & Co. Inc. | 11,874 | $378K | 0.1% | -12.2% | 0.479% | |
4/19/2024 | KFG Wealth Management LLC | 15,609 | $497K | 0.2% | +3.6% | 0.629% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 121,549 | $3.87M | 0.0% | -3.3% | 4.901% | |
4/15/2024 | Brookstone Capital Management | 53,604 | $1.71M | 0.0% | -89.6% | 2.161% | |
4/11/2024 | RFG Advisory LLC | 11,038 | $352K | 0.0% | N/A | 0.192% | |
3/6/2024 | SageView Advisory Group LLC | 1,278,908 | $41K | 0.0% | +3,185.7% | 22.242% | |
2/26/2024 | Centaurus Financial Inc. | 62,916 | $1.91M | 0.1% | -3.2% | 1.094% | |
2/14/2024 | MGO One Seven LLC | 142,757 | $4.33M | 0.2% | -1.3% | 2.483% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 61,846 | $1.87M | 0.0% | -15.6% | 1.076% | |
2/8/2024 | Bedel Financial Consulting Inc. | 13,783 | $418K | 0.1% | -38.3% | 0.240% | |
2/8/2024 | Foundations Investment Advisors LLC | 8,582 | $265K | 0.0% | -99.2% | 0.149% | |
2/7/2024 | Principal Securities Inc. | 2,568 | $78K | 0.0% | N/A | 0.045% | |
2/2/2024 | Delta Investment Management LLC | 191,691 | $5.81M | 1.4% | -16.9% | 3.334% | |
1/31/2024 | KFG Wealth Management LLC | 15,064 | $456K | 0.2% | -21.6% | 0.262% | |
1/31/2024 | Archer Investment Corp | 8,501 | $258K | 0.1% | -79.1% | 0.148% | |
1/24/2024 | Allworth Financial LP | 95,627 | $2.90M | 0.0% | +4.2% | 1.663% | |
1/24/2024 | Comprehensive Financial Consultants Institutional Inc. | 47,969 | $1.45M | 0.7% | -1.4% | 0.834% | |
1/23/2024 | Milestone Asset Management LLC | 7,484 | $227K | 0.1% | -99.3% | 0.130% | |
1/23/2024 | WealthShield Partners LLC | 15,778 | $478K | 0.1% | -10.5% | 0.274% | |
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1/16/2024 | Raymond James & Associates | 221,155 | $6.70M | 0.0% | +2.1% | 3.846% | |
1/12/2024 | Accurate Wealth Management LLC | 8,360 | $254K | 0.1% | -37.8% | 0.145% | |
1/11/2024 | Brookstone Capital Management | 514,357 | $15.59M | 0.3% | +2.0% | 8.945% | |
11/15/2023 | Townsquare Capital LLC | 32,964 | $931K | 0.0% | +70.0% | 0.573% | |
11/15/2023 | Stone House Investment Management LLC | 6,743 | $190K | 0.1% | N/A | 0.117% | |
11/14/2023 | Milestone Asset Management LLC | 1,050,298 | $29.65M | 10.4% | N/A | 18.266% | |
11/13/2023 | Envestnet Asset Management Inc. | 254,807 | $7.19M | 0.0% | +26.5% | 4.431% | |
11/8/2023 | Archer Investment Corp | 40,643 | $1.15M | 0.4% | +149.8% | 0.707% | |
11/8/2023 | Spire Wealth Management | 15,700 | $443K | 0.0% | +19.8% | 0.273% | |
11/8/2023 | Avantax Advisory Services Inc. | 9,392 | $265K | 0.0% | +5.8% | 0.163% | |
11/7/2023 | Fort Washington Investment Advisors Inc. OH | 17,500 | $494K | 0.0% | N/A | 0.304% | |
11/3/2023 | MGO One Seven LLC | 144,566 | $4.08M | 0.3% | N/A | 2.514% | |
11/3/2023 | Berger Financial Group Inc | 10,033 | $283K | 0.0% | N/A | 0.174% | |
11/3/2023 | SageView Advisory Group LLC | 38,924 | $1.10M | 0.1% | +134.5% | 0.677% | |
11/2/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 161,884 | $4.57M | 0.6% | +4.6% | 2.815% | |
11/1/2023 | Calton & Associates Inc. | 12,040 | $340K | 0.5% | N/A | 0.209% | |
10/31/2023 | Allworth Financial LP | 91,746 | $2.59M | 0.0% | +1,310,557.1% | 1.596% | |
10/26/2023 | Castleview Partners LLC | 4,784 | $135K | 0.1% | -7.3% | 0.083% | |
10/25/2023 | WealthShield Partners LLC | 17,628 | $498K | 0.1% | N/A | 0.307% | |
10/24/2023 | Raymond James & Associates | 216,640 | $6.12M | 0.0% | N/A | 3.768% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 73,242 | $2.07M | 0.0% | +12.5% | 1.274% | |
10/23/2023 | Accurate Wealth Management LLC | 13,430 | $383K | 0.1% | N/A | 0.234% | |
10/23/2023 | Commonwealth Equity Services LLC | 107,664 | $3.04M | 0.0% | +196.7% | 1.872% | |
10/20/2023 | Brookstone Capital Management | 504,184 | $14.25M | 0.3% | +666.7% | 8.768% | |
10/17/2023 | KFG Wealth Management LLC | 19,206 | $542K | 0.3% | +153.2% | 0.334% | |
10/12/2023 | HBW Advisory Services LLC | 10,500 | $296K | 0.1% | N/A | 0.183% | |
10/11/2023 | CWM LLC | 1,739 | $49K | 0.0% | N/A | 0.030% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 1,990 | $56K | 0.0% | N/A | 0.035% | |
10/5/2023 | Foundations Investment Advisors LLC | 1,026,907 | $28.99M | 0.9% | N/A | 17.859% | |
8/11/2023 | SageView Advisory Group LLC | 16,601 | $478K | 0.0% | N/A | 0.289% | |
8/10/2023 | Cetera Investment Advisers | 15,755 | $454K | 0.0% | N/A | 0.274% | |
8/9/2023 | Altfest L J & Co. Inc. | 13,527 | $390K | 0.1% | -29.6% | 0.235% | |
8/8/2023 | Chicago Partners Investment Group LLC | 32,647 | $948K | 0.0% | N/A | 0.568% | |
8/4/2023 | Envestnet Asset Management Inc. | 201,383 | $5.80M | 0.0% | N/A | 3.502% | |
7/26/2023 | Janney Montgomery Scott LLC | 12,429 | $358K | 0.0% | -15.8% | 0.621% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 9,040 | $260K | 0.0% | N/A | 0.452% | |
7/21/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 154,699 | $4.46M | 0.6% | -8.7% | 7.735% | |
7/18/2023 | KFG Wealth Management LLC | 7,585 | $218K | 0.1% | -33.1% | 0.379% | |
7/17/2023 | Retirement Guys Formula LLC | 13,094 | $377K | 0.2% | -12.3% | 0.655% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 65,129 | $1.88M | 0.0% | +65.5% | 3.256% | |
7/11/2023 | Brookstone Capital Management | 65,758 | $1.88M | 0.0% | -6.3% | 3.288% | |
5/22/2023 | Arete Wealth Advisors LLC | 26,577 | $719K | 0.0% | N/A | 1.329% | |
5/12/2023 | Smith Shellnut Wilson LLC ADV | 7,531 | $204K | 0.1% | N/A | 0.377% | |
5/9/2023 | Archer Investment Corp | 15,978 | $432K | 0.2% | -3.2% | 0.799% | |
5/5/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 169,459 | $4.58M | 0.7% | +51.1% | 8.473% | |
5/1/2023 | Arete Wealth Advisors LLC | 26,577 | $718.66B | 0.1% | N/A | 1.329% | |
4/28/2023 | Avantax Advisory Services Inc. | 7,844 | $212K | 0.0% | N/A | 0.392% | |
4/28/2023 | Janney Montgomery Scott LLC | 14,755 | $399K | 0.0% | -3.9% | 0.738% | |
4/28/2023 | Strategic Blueprint LLC | 12,590 | $340K | 0.0% | -36.2% | 0.630% | |
4/20/2023 | Altfest L J & Co. Inc. | 19,210 | $519K | 0.1% | -19.9% | 0.961% | |
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4/19/2023 | Brookstone Capital Management | 70,203 | $1.92M | 0.0% | -86.3% | 3.510% | |
4/18/2023 | Outlook Wealth Advisors LLC | 75,171 | $2.03M | 0.9% | -2.5% | 3.759% | |
4/14/2023 | KFG Wealth Management LLC | 11,345 | $309K | 0.2% | -20.1% | 0.477% | |
3/6/2023 | OLD Mission Capital LLC | 13,113 | $338K | 0.0% | N/A | 0.000% | |
2/10/2023 | Wealthquest Corp | 143,983 | $3.71M | 0.5% | +42.5% | 0.000% | |
2/10/2023 | CoreCap Advisors LLC | 4,762 | $123K | 0.0% | N/A | 0.000% | |
2/9/2023 | HighTower Advisors LLC | 29,223 | $754K | 0.0% | -7.3% | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 30,309 | $780K | 0.0% | -7.2% | 0.000% | |
2/6/2023 | Arete Wealth Advisors LLC | 24,108 | $620.89B | 0.1% | -15.6% | 0.000% | |
2/3/2023 | Archer Investment Corp | 16,505 | $425K | 0.2% | -38.4% | 0.000% | |