11/19/2024 | Barclays PLC | 2,659 | $88K | 0.0% | N/A | 0.193% | |
11/18/2024 | Arete Wealth Advisors LLC | 12,545 | $413K | 0.0% | -17.6% | 0.909% | |
11/15/2024 | Barclays PLC | 2,659 | $88K | 0.0% | N/A | 0.193% | |
10/25/2024 | Strategic Blueprint LLC | 13,584 | $448K | 0.0% | -9.2% | 0.984% | |
10/21/2024 | Retirement Guys Formula LLC | 7,333 | $242K | 0.1% | -37.4% | 0.531% | |
10/18/2024 | Stratos Wealth Advisors LLC | 10,071 | $332K | 0.0% | -17.3% | 0.730% | |
|
10/9/2024 | Castle Rock Wealth Management LLC | 58,738 | $1.93M | 0.5% | -4.6% | 4.256% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 102,406 | $3.38M | 0.3% | +7.4% | 7.421% | |
10/8/2024 | Brookstone Capital Management | 33,933 | $1.12M | 0.0% | -93.7% | 2.459% | |
8/22/2024 | Cetera Investment Advisers | 42,518 | $1.36M | 0.0% | -8.1% | 3.081% | |
8/21/2024 | Truist Financial Corp | 28,254 | $902K | 0.0% | -21.2% | 2.047% | |
8/13/2024 | AE Wealth Management LLC | 15,730 | $502K | 0.0% | N/A | 1.140% | |
8/8/2024 | Envestnet Asset Management Inc. | 115,133 | $3.68M | 0.0% | +207.3% | 8.343% | |
7/31/2024 | Spire Wealth Management | 29,108 | $929K | 0.0% | +2,672.2% | 2.109% | |
7/31/2024 | Commonwealth Equity Services LLC | 88,973 | $2.84M | 0.0% | +6.1% | 6.447% | |
7/27/2024 | Strategic Blueprint LLC | 14,964 | $478K | 0.0% | -11.5% | 1.084% | |
7/20/2024 | Milestone Asset Management LLC | 14,320 | $457K | 0.1% | -3.6% | 1.038% | |
7/19/2024 | KFG Wealth Management LLC | 46,448 | $1.48M | 0.6% | +14.2% | 3.366% | |
7/18/2024 | Brookstone Capital Management | 535,820 | $17.28M | 0.3% | +1,489.9% | 38.828% | |
7/18/2024 | Outlook Wealth Advisors LLC | 6,868 | $219K | 0.1% | -14.9% | 0.498% | |
7/18/2024 | Triad Wealth Partners LLC | 3,026 | $97K | 0.1% | N/A | 0.219% | |
7/15/2024 | RFG Advisory LLC | 6,676 | $213K | 0.0% | N/A | 0.484% | |
7/12/2024 | Central Valley Advisors LLC | 17,756 | $567K | 0.3% | N/A | 1.287% | |
5/24/2024 | Cetera Advisors LLC | 10,440 | $316K | 0.0% | +5.4% | 0.757% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 48,298 | $1.46M | 0.2% | -12.5% | 3.500% | |
4/29/2024 | Commonwealth Equity Services LLC | 83,840 | $2.54M | 0.0% | +2.8% | 6.075% | |
4/23/2024 | Milestone Asset Management LLC | 14,851 | $449K | 0.1% | -2.2% | 1.024% | |
4/23/2024 | Strategic Blueprint LLC | 16,917 | $512K | 0.0% | -22.9% | 1.167% | |
4/22/2024 | Outlook Wealth Advisors LLC | 8,067 | $244K | 0.1% | -96.4% | 0.556% | |
4/19/2024 | KFG Wealth Management LLC | 40,658 | $1.23M | 0.5% | -4.5% | 2.804% | |
4/15/2024 | Brookstone Capital Management | 33,702 | $1.02M | 0.0% | -27.2% | 2.324% | |
2/12/2024 | Tradition Wealth Management LLC | 791,870 | $23.93M | 2.5% | -2.5% | 27.119% | |
2/2/2024 | Truist Financial Corp | 37,770 | $1.11M | 0.0% | -3.7% | 1.293% | |
1/31/2024 | KFG Wealth Management LLC | 42,559 | $1.25M | 0.6% | -6.4% | 1.458% | |
1/31/2024 | Archer Investment Corp | 4,951 | $146K | 0.0% | -51.4% | 0.170% | |
1/29/2024 | Outlook Wealth Advisors LLC | 222,010 | $6.53M | 2.3% | -2.7% | 7.603% | |
1/25/2024 | Strategic Blueprint LLC | 21,950 | $646K | 0.1% | -28.9% | 0.752% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 9,881 | $291K | 0.0% | N/A | 0.338% | |
1/11/2024 | Brookstone Capital Management | 46,323 | $1.36M | 0.0% | -64.6% | 1.586% | |
11/14/2023 | Milestone Asset Management LLC | 15,190 | $420K | 0.1% | -53.9% | 0.520% | |
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11/8/2023 | HighTower Advisors LLC | 150,752 | $4.16M | 0.0% | -1.3% | 5.163% | |
11/8/2023 | Janney Montgomery Scott LLC | 8,905 | $246K | 0.0% | -11.3% | 0.305% | |
11/8/2023 | Archer Investment Corp | 10,189 | $282K | 0.1% | -6.1% | 0.349% | |
11/3/2023 | MGO One Seven LLC | 13,600 | $376K | 0.0% | N/A | 0.466% | |
11/2/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 59,383 | $1.64M | 0.2% | -42.9% | 2.034% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 8,572 | $237K | 0.0% | -38.5% | 0.294% | |
10/23/2023 | Commonwealth Equity Services LLC | 79,055 | $2.19M | 0.0% | -10.9% | 2.707% | |
10/20/2023 | Brookstone Capital Management | 131,038 | $3.63M | 0.1% | -80.3% | 4.488% | |
10/18/2023 | Strategic Blueprint LLC | 30,885 | $855K | 0.1% | -19.3% | 1.058% | |
10/17/2023 | KFG Wealth Management LLC | 45,465 | $1.26M | 0.7% | -2.4% | 1.557% | |
10/13/2023 | Retirement Guys Formula LLC | 11,729 | $325K | 0.2% | -14.1% | 0.402% | |
10/12/2023 | IFP Advisors Inc | 2,673 | $74K | 0.0% | -66.3% | 0.092% | |
10/11/2023 | Castle Rock Wealth Management LLC | 65,836 | $1.82M | 0.6% | -2.5% | 2.255% | |
10/10/2023 | Outlook Wealth Advisors LLC | 228,086 | $6.31M | 2.4% | -0.9% | 7.811% | |
10/5/2023 | Foundations Investment Advisors LLC | 15,190 | $420K | 0.0% | N/A | 0.520% | |
8/10/2023 | Commonwealth Equity Services LLC | 88,706 | $2.48M | 0.0% | +15.9% | 3.038% | |
8/10/2023 | Cetera Advisor Networks LLC | 39,242 | $1.10M | 0.0% | +37.8% | 1.344% | |
8/10/2023 | Cetera Investment Advisers | 16,990 | $475K | 0.0% | N/A | 0.582% | |
8/9/2023 | Spire Wealth Management | 1,050 | $29K | 0.0% | N/A | 0.036% | |
8/8/2023 | Archer Investment Corp | 10,856 | $303K | 0.1% | +23.5% | 0.372% | |
8/4/2023 | Envestnet Asset Management Inc. | 39,761 | $1.11M | 0.0% | -45.9% | 1.362% | |
8/4/2023 | IFP Advisors Inc | 7,923 | $202K | 0.0% | -64.6% | 0.271% | |
8/3/2023 | WealthShield Partners LLC | 2,406 | $67K | 0.0% | N/A | 0.082% | |
8/2/2023 | Sigma Planning Corp | 14,638 | $409K | 0.0% | N/A | 0.501% | |
8/1/2023 | Truist Financial Corp | 40,089 | $1.12M | 0.0% | +106.6% | 1.373% | |
8/1/2023 | Money Concepts Capital Corp | 7,503 | $210K | 0.0% | N/A | 0.257% | |
7/28/2023 | Worth Financial Advisory Group LLC | 29,234 | $817K | 0.8% | N/A | 0.812% | |
7/28/2023 | Capital Investment Advisory Services LLC | 3,525 | $99K | 0.0% | -97.6% | 0.098% | |
7/26/2023 | Allegiance Financial Group Advisory Services LLC | 7,355 | $206K | 0.1% | N/A | 0.204% | |
7/24/2023 | Retirement Planning Group LLC | 8,910 | $249K | 0.0% | N/A | 0.248% | |
7/21/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 103,994 | $2.91M | 0.4% | -11.5% | 2.889% | |
7/18/2023 | KFG Wealth Management LLC | 46,587 | $1.30M | 0.8% | +196.5% | 1.294% | |
7/17/2023 | Retirement Guys Formula LLC | 13,657 | $382K | 0.2% | -25.9% | 0.379% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 13,947 | $390K | 0.0% | -13.4% | 0.387% | |
7/11/2023 | Brookstone Capital Management | 664,390 | $18.46M | 0.4% | +20.2% | 18.455% | |
7/11/2023 | Castle Rock Wealth Management LLC | 67,527 | $1.89M | 0.6% | -4.4% | 1.876% | |
7/10/2023 | Outlook Wealth Advisors LLC | 230,258 | $6.44M | 2.4% | -4.1% | 6.396% | |
5/22/2023 | Arete Wealth Advisors LLC | 18,402 | $493K | 0.0% | N/A | 0.514% | |
5/12/2023 | Tradition Wealth Management LLC | 823,910 | $22.29M | 2.8% | +6.7% | 23.014% | |
5/11/2023 | Wealth Alliance | 15,703 | $421K | 0.1% | +14.6% | 0.439% | |
5/9/2023 | Archer Investment Corp | 8,788 | $236K | 0.1% | -4.4% | 0.245% | |
5/5/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 117,457 | $3.15M | 0.5% | +91.2% | 3.281% | |
5/5/2023 | Truist Financial Corp | 19,407 | $520K | 0.0% | -16.7% | 0.542% | |
5/4/2023 | Larson Financial Group LLC | 1,139 | $31K | 0.0% | +92.4% | 0.032% | |
5/1/2023 | Truadvice LLC | 24,815 | $671K | 0.3% | -13.6% | 0.693% | |
5/1/2023 | Arete Wealth Advisors LLC | 18,402 | $493.22B | 0.0% | N/A | 0.514% | |
4/28/2023 | Strategic Blueprint LLC | 41,798 | $1.12M | 0.1% | -8.2% | 1.168% | |
4/21/2023 | Capital Investment Advisory Services LLC | 148,484 | $3.98M | 0.5% | +3,199.6% | 4.148% | |
4/19/2023 | Brookstone Capital Management | 552,869 | $14.90M | 0.3% | +220.0% | 15.443% | |
4/18/2023 | Outlook Wealth Advisors LLC | 240,114 | $6.44M | 2.9% | -0.7% | 6.707% | |
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4/18/2023 | IFP Advisors Inc | 22,382 | $570K | 0.0% | -55.0% | 0.625% | |
4/14/2023 | KFG Wealth Management LLC | 15,710 | $424K | 0.3% | +12.0% | 0.428% | |
3/6/2023 | OLD Mission Capital LLC | 6,008 | $157K | 0.0% | N/A | 0.000% | |
2/13/2023 | Wealth Alliance | 13,703 | $358K | 0.1% | -12.7% | 0.000% | |
2/10/2023 | CoreCap Advisors LLC | 4,493 | $117K | 0.0% | N/A | 0.000% | |
2/10/2023 | Advisor Group Holdings Inc. | 956,661 | $25.00M | 0.1% | -31.1% | 0.000% | |
2/9/2023 | HighTower Advisors LLC | 40,753 | $1.07M | 0.0% | +2.3% | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 79,836 | $2.09M | 0.0% | -1.4% | 0.000% | |
2/7/2023 | IFP Advisors Inc | 49,702 | $1.26M | 0.0% | -1.5% | 0.000% | |
2/6/2023 | Arete Wealth Advisors LLC | 15,669 | $409.51B | 0.0% | -17.4% | 0.000% | |