10/25/2024 | Worth Financial Advisory Group LLC | 27,675 | $920K | 0.5% | -1.8% | 1.647% | |
10/21/2024 | Integrity Financial Corp WA | 3,084 | $102K | 0.1% | -19.6% | 0.184% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 112,134 | $3.73M | 0.3% | +6.9% | 6.675% | |
10/8/2024 | Brookstone Capital Management | 583,767 | $19.40M | 0.3% | +6.8% | 34.748% | |
8/21/2024 | Truist Financial Corp | 22,017 | $705K | 0.0% | N/A | 1.311% | |
8/13/2024 | AE Wealth Management LLC | 6,788 | $217K | 0.0% | N/A | 0.404% | |
|
8/2/2024 | Archer Investment Corp | 23,805 | $762K | 0.2% | +170.6% | 1.417% | |
7/31/2024 | Spire Wealth Management | 44,373 | $1.42M | 0.1% | +449.2% | 2.641% | |
7/31/2024 | Commonwealth Equity Services LLC | 85,956 | $2.75M | 0.0% | +1.9% | 5.116% | |
7/26/2024 | WealthShield Partners LLC | 7,438 | $238K | 0.0% | +107.5% | 0.443% | |
7/26/2024 | Worth Financial Advisory Group LLC | 28,196 | $902K | 0.6% | N/A | 1.678% | |
7/25/2024 | RPS Advisory Solutions LLC | 13,211 | $423K | 0.4% | N/A | 0.786% | |
7/19/2024 | KFG Wealth Management LLC | 207,274 | $6.63M | 2.6% | +329.4% | 12.338% | |
7/18/2024 | Brookstone Capital Management | 546,378 | $17.70M | 0.3% | +930.6% | 32.523% | |
7/18/2024 | Fiduciary Financial Group LLC | 9,478 | $309K | 0.1% | N/A | 0.564% | |
7/15/2024 | RFG Advisory LLC | 7,623 | $244K | 0.0% | N/A | 0.454% | |
7/12/2024 | Central Valley Advisors LLC | 22,947 | $744K | 0.4% | N/A | 1.366% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 59,091 | $1.83M | 0.2% | -9.3% | 3.517% | |
4/29/2024 | Commonwealth Equity Services LLC | 84,385 | $2.62M | 0.0% | +6.1% | 5.023% | |
4/19/2024 | KFG Wealth Management LLC | 48,269 | $1.50M | 0.6% | -26.8% | 2.758% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 21,432 | $665K | 0.0% | -6.7% | 1.225% | |
4/15/2024 | Brookstone Capital Management | 53,018 | $1.64M | 0.0% | -22.3% | 3.030% | |
2/9/2024 | Advisory Services Network LLC | 5,745 | $173K | 0.0% | N/A | 0.198% | |
2/9/2024 | SageView Advisory Group LLC | 34,721 | $1.04M | 0.0% | N/A | 1.197% | |
2/7/2024 | Berger Financial Group Inc | 176,120 | $5.29M | 0.5% | -0.8% | 6.073% | |
2/6/2024 | Spire Wealth Management | 8,080 | $245K | 0.0% | -11.5% | 0.279% | |
1/31/2024 | KFG Wealth Management LLC | 65,950 | $1.98M | 0.9% | -8.7% | 2.274% | |
1/31/2024 | Archer Investment Corp | 9,300 | $280K | 0.1% | -34.8% | 0.321% | |
1/24/2024 | Stratos Wealth Advisors LLC | 7,117 | $214K | 0.0% | -28.8% | 0.245% | |
1/19/2024 | PFG Advisors | 13,098 | $394K | 0.0% | -15.3% | 0.452% | |
1/11/2024 | Brookstone Capital Management | 68,230 | $2.05M | 0.0% | -85.8% | 2.353% | |
11/13/2023 | Garden State Investment Advisory Services LLC | 17,235 | $488K | 0.2% | -28.8% | 0.594% | |
11/8/2023 | Archer Investment Corp | 14,258 | $404K | 0.1% | -9.5% | 0.492% | |
11/7/2023 | Kingsview Wealth Management LLC | 7,621 | $216K | 0.0% | N/A | 0.263% | |
11/3/2023 | Berger Financial Group Inc | 177,479 | $5.02M | 0.6% | +5.5% | 6.120% | |
11/2/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 73,974 | $2.09M | 0.3% | -58.7% | 2.551% | |
10/23/2023 | Commonwealth Equity Services LLC | 79,001 | $2.24M | 0.0% | -2.3% | 2.724% | |
10/20/2023 | Brookstone Capital Management | 481,794 | $13.63M | 0.3% | -9.2% | 16.614% | |
10/17/2023 | KFG Wealth Management LLC | 72,234 | $2.04M | 1.1% | +8.7% | 2.491% | |
10/13/2023 | PFG Advisors | 15,456 | $437K | 0.0% | +76.2% | 0.533% | |
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10/13/2023 | Cypress Wealth Services LLC | 21,707 | $614K | 0.2% | -63.6% | 0.749% | |
10/11/2023 | Castle Rock Wealth Management LLC | 45,543 | $1.28M | 0.4% | -4.0% | 1.570% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 1,325 | $37K | 0.0% | N/A | 0.046% | |
8/10/2023 | Commonwealth Equity Services LLC | 80,858 | $2.31M | 0.0% | -1.3% | 2.788% | |
8/10/2023 | Berger Financial Group Inc | 168,209 | $4.81M | 0.5% | +1.0% | 5.800% | |
8/10/2023 | Cetera Investment Advisers | 16,045 | $459K | 0.0% | N/A | 0.553% | |
8/8/2023 | Archer Investment Corp | 15,755 | $450K | 0.2% | +42.8% | 0.543% | |
8/8/2023 | Balboa Wealth Partners | 8,878 | $254K | 0.1% | -60.4% | 0.306% | |
8/8/2023 | Sequoia Financial Advisors LLC | 8,985 | $257K | 0.0% | N/A | 0.310% | |
8/4/2023 | U.S. Capital Wealth Advisors LLC | 7,865 | $225K | 0.0% | N/A | 0.271% | |
8/3/2023 | CWM LLC | 1,781 | $51K | 0.0% | N/A | 0.061% | |
8/3/2023 | WealthShield Partners LLC | 3,584 | $102K | 0.0% | N/A | 0.124% | |
7/26/2023 | Michael S. Ryan Inc. | 23,328 | $667K | 0.6% | N/A | 0.718% | |
7/24/2023 | Comprehensive Financial Consultants Institutional Inc. | 69,481 | $2.00M | 1.1% | N/A | 2.138% | |
7/21/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 179,224 | $5.12M | 0.7% | -16.7% | 5.515% | |
7/20/2023 | PFG Advisors | 8,773 | $251K | 0.0% | N/A | 0.270% | |
7/18/2023 | KFG Wealth Management LLC | 66,425 | $1.90M | 1.1% | +46.8% | 2.044% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 9,531 | $272K | 0.0% | -65.6% | 0.293% | |
7/11/2023 | Brookstone Capital Management | 530,894 | $15.11M | 0.3% | +6.8% | 16.335% | |
7/10/2023 | AE Wealth Management LLC | 19,357 | $553K | 0.0% | N/A | 0.596% | |
7/10/2023 | Smith Anglin Financial LLC | 11,747 | $336K | 0.0% | N/A | 0.361% | |
5/22/2023 | Arete Wealth Advisors LLC | 21,601 | $596K | 0.0% | N/A | 0.655% | |
5/15/2023 | Trek Financial LLC | 328,199 | $9.05M | 0.8% | -0.4% | 9.945% | |
5/11/2023 | Commonwealth Equity Services LLC | 81,937 | $2.26M | 0.0% | +2.3% | 2.483% | |
5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 2,000 | $55K | 0.0% | N/A | 0.061% | |
5/10/2023 | WealthPLAN Partners LLC | 6,525 | $180K | 0.0% | N/A | 0.198% | |
5/9/2023 | Archer Investment Corp | 11,035 | $304K | 0.1% | -44.2% | 0.334% | |
5/9/2023 | Spire Wealth Management | 8,900 | $245K | 0.0% | +345.0% | 0.270% | |
5/5/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 215,238 | $5.93M | 0.9% | +31.8% | 6.522% | |
5/1/2023 | Arete Wealth Advisors LLC | 21,601 | $595.54B | 0.0% | N/A | 0.655% | |
4/24/2023 | Berger Financial Group Inc | 166,477 | $4.59M | 0.6% | +488.1% | 5.045% | |
4/21/2023 | 4J Wealth Management LLC | 18,587 | $512K | 0.5% | +26.1% | 0.563% | |
4/21/2023 | Kovack Advisors Inc. | 13,717 | $378K | 0.1% | N/A | 0.416% | |
4/19/2023 | Brookstone Capital Management | 497,245 | $13.76M | 0.3% | +85.5% | 15.068% | |
4/14/2023 | KFG Wealth Management LLC | 45,253 | $1.25M | 0.9% | +4.2% | 1.293% | |
3/6/2023 | OLD Mission Capital LLC | 18,600 | $498K | 0.0% | -70.9% | 0.000% | |
2/10/2023 | CoreCap Advisors LLC | 3,000 | $80K | 0.0% | N/A | 0.000% | |
2/10/2023 | Advisor Group Holdings Inc. | 891,150 | $23.88M | 0.0% | -31.3% | 0.000% | |
2/8/2023 | Main Street Financial Solutions LLC | 12,000 | $322K | 0.1% | -64.0% | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 80,131 | $2.15M | 0.0% | -1.4% | 0.000% | |
2/7/2023 | Envestnet Asset Management Inc. | 8,249 | $221K | 0.0% | -79.0% | 0.000% | |
2/6/2023 | Arete Wealth Advisors LLC | 20,043 | $537.05B | 0.0% | -13.5% | 0.000% | |
1/31/2023 | Castle Rock Wealth Management LLC | 47,443 | $1.30M | 0.6% | -2.7% | 0.000% | |
1/30/2023 | Berger Financial Group Inc | 28,306 | $758K | 0.1% | N/A | 0.000% | |
1/19/2023 | Stratos Wealth Advisors LLC | 9,990 | $268K | 0.0% | N/A | 0.000% | |
1/18/2023 | KFG Wealth Management LLC | 43,439 | $1.16M | 1.2% | N/A | 0.000% | |
1/9/2023 | Brookstone Capital Management | 268,091 | $7.22M | 0.1% | -71.2% | 0.000% | |