11/1/2024 | PFS Partners LLC | 8,980 | $342K | 0.2% | +196.9% | 0.180% | |
10/25/2024 | Diversify Advisory Services LLC | 48,518 | $1.86M | 0.1% | -5.8% | 0.970% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 5,738 | $218K | 0.0% | +42.3% | 0.115% | |
10/8/2024 | CWM LLC | 4,796 | $182K | 0.0% | N/A | 0.096% | |
10/8/2024 | Brookstone Capital Management | 14,561 | $554K | 0.0% | -13.6% | 0.291% | |
8/22/2024 | Cetera Investment Advisers | 408,760 | $15.05M | 0.0% | -13.5% | 8.175% | |
|
8/20/2024 | HFG Wealth Management LLC | 115,322 | $4.25M | 2.7% | -69.8% | 2.306% | |
8/13/2024 | AE Wealth Management LLC | 9,143 | $337K | 0.0% | +6.2% | 0.183% | |
8/8/2024 | Envestnet Asset Management Inc. | 47,122 | $1.74M | 0.0% | -5.5% | 0.942% | |
8/8/2024 | HBK Sorce Advisory LLC | 7,932 | $292K | 0.0% | +9.1% | 0.159% | |
8/8/2024 | Wealthgarden F.S. LLC | 28,879 | $1.06M | 1.1% | N/A | 0.578% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 19,048 | $701K | 0.0% | N/A | 0.381% | |
8/1/2024 | Laidlaw Wealth Management LLC | 45,728 | $1.68M | 0.9% | +4.7% | 0.915% | |
7/31/2024 | Commonwealth Equity Services LLC | 304,363 | $11.21M | 0.0% | -13.1% | 6.087% | |
7/26/2024 | Crown Wealth Group LLC | 5,648 | $208K | 0.1% | -10.7% | 0.113% | |
7/26/2024 | Harbour Investments Inc. | 31,795 | $1.17M | 0.0% | -72.2% | 0.636% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 39,291 | $1.45M | 0.0% | +9.4% | 0.786% | |
7/25/2024 | First Heartland Consultants Inc. | 47,243 | $1.74M | 0.1% | -9.8% | 0.945% | |
7/23/2024 | Private Advisory Group LLC | 8,999 | $331K | 0.0% | -11.7% | 0.180% | |
7/20/2024 | Continuum Advisory LLC | 3,426 | $126K | 0.0% | -25.0% | 0.069% | |
7/19/2024 | Objectivity Squared LLC | 5,411 | $202K | 0.2% | N/A | 0.108% | |
7/18/2024 | Brookstone Capital Management | 16,860 | $627K | 0.0% | N/A | 0.337% | |
7/16/2024 | Foguth Wealth Management LLC. | 9,431 | $347K | 0.2% | N/A | 0.189% | |
7/12/2024 | Diversify Advisory Services LLC | 51,518 | $1.91M | 0.1% | N/A | 1.030% | |
6/28/2024 | HFG Wealth Management LLC | 381,590 | $13.82M | 8.1% | +7.0% | 7.632% | |
5/24/2024 | Cetera Advisors LLC | 293,623 | $10.63M | 0.1% | -5.8% | 5.872% | |
5/24/2024 | Cetera Investment Advisers | 472,411 | $17.11M | 0.0% | +392.4% | 9.448% | |
5/20/2024 | Bullseye Investment Management LLC | 365,212 | $13.22M | 7.7% | -6.0% | 7.304% | |
5/10/2024 | Osaic Holdings Inc. | 417,914 | $15.13M | 0.0% | -23.7% | 8.358% | |
5/9/2024 | HBK Sorce Advisory LLC | 7,273 | $263K | 0.0% | -46.8% | 0.145% | |
5/2/2024 | Mutual Advisors LLC | 115,615 | $4.19M | 0.1% | -14.1% | 2.312% | |
5/2/2024 | Crown Wealth Group LLC | 6,325 | $229K | 0.1% | -35.0% | 0.127% | |
5/1/2024 | StoneX Group Inc. | 17,418 | $631K | 0.1% | +27.1% | 0.348% | |
5/1/2024 | Janney Montgomery Scott LLC | 282,511 | $10.23M | 0.0% | -23.8% | 5.650% | |
5/1/2024 | Grant Street Asset Management Inc. | 7,131 | $258K | 0.1% | -16.7% | 0.143% | |
4/29/2024 | Commonwealth Equity Services LLC | 350,086 | $12.68M | 0.0% | -19.1% | 6.365% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 26,971 | $977K | 0.2% | -1.7% | 0.490% | |
4/16/2024 | Cambridge Advisors Inc. | 20,898 | $757K | 0.2% | -17.7% | 0.380% | |
2/16/2024 | Secured Retirement Advisors LLC | 13,563 | $476K | 0.5% | N/A | 0.142% | |
2/16/2024 | Harbour Investments Inc. | 166,638 | $5.85M | 0.2% | +26.4% | 1.741% | |
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2/14/2024 | LM Advisors LLC | 135,334 | $4.76M | 0.9% | N/A | 1.414% | |
2/14/2024 | Icon Wealth Advisors LLC | 14,885 | $523K | 0.1% | N/A | 0.156% | |
2/13/2024 | Cetera Advisor Networks LLC | 121,953 | $4.28M | 0.0% | -5.0% | 1.274% | |
2/12/2024 | Laidlaw Wealth Management LLC | 39,786 | $1.40M | 0.5% | -8.4% | 0.416% | |
2/12/2024 | StoneX Group Inc. | 13,703 | $481K | 0.1% | -8.6% | 0.143% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 25,781 | $906K | 0.0% | -1.3% | 0.269% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 112,572 | $3.96M | 0.0% | -5.2% | 1.176% | |
2/8/2024 | First Heartland Consultants Inc. | 55,009 | $1.93M | 0.2% | -71.5% | 0.575% | |
2/8/2024 | Kingsview Wealth Management LLC | 5,890 | $207K | 0.0% | N/A | 0.062% | |
2/8/2024 | Janney Montgomery Scott LLC | 370,894 | $13.03M | 0.0% | +3.5% | 3.876% | |
2/7/2024 | Avantax Advisory Services Inc. | 21,009 | $738K | 0.0% | -25.5% | 0.220% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 39,765 | $1.40M | 0.1% | -66.5% | 0.416% | |
2/7/2024 | Principal Securities Inc. | 750 | $26K | 0.0% | N/A | 0.008% | |
2/7/2024 | Arlington Capital Management Inc. | 5,923 | $208K | 0.2% | N/A | 0.062% | |
2/6/2024 | Lincoln National Corp | 27,319 | $960K | 0.0% | -3.0% | 0.285% | |
2/5/2024 | Silver Oak Securities Incorporated | 11,482 | $403K | 0.1% | +5.5% | 0.120% | |
2/2/2024 | Atria Wealth Solutions Inc. | 10,746 | $378K | 0.0% | -41.5% | 0.112% | |
2/1/2024 | Millington Financial Advisors LLC | 8,720 | $306K | 0.2% | +17.1% | 0.091% | |
1/26/2024 | Financial Guidance Group Inc. | 253,288 | $8.90M | 6.2% | -3.3% | 2.647% | |
1/25/2024 | HBK Sorce Advisory LLC | 13,671 | $480K | 0.0% | -11.6% | 0.143% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 27,428 | $964K | 0.2% | -4.4% | 0.287% | |
1/24/2024 | Stratos Wealth Advisors LLC | 17,150 | $603K | 0.0% | -77.0% | 0.179% | |
1/23/2024 | Crown Wealth Group LLC | 9,726 | $342K | 0.2% | -13.1% | 0.102% | |
1/22/2024 | Zimmermann Investment Management & Planning LLC | 12,023 | $422K | 0.2% | -7.0% | 0.126% | |
1/18/2024 | Bouchey Financial Group Ltd | 71,931 | $2.53M | 0.3% | +7.1% | 0.752% | |
1/16/2024 | Wealthsource Partners LLC | 51,818 | $1.82M | 0.1% | -4.2% | 0.541% | |
1/12/2024 | Mutual Advisors LLC | 134,649 | $4.73M | 0.2% | -6.1% | 1.407% | |
1/12/2024 | Kraematon Investment Advisors Inc. | 73,571 | $2.59M | 2.8% | -3.5% | 0.769% | |
1/11/2024 | LexAurum Advisors LLC | 106,060 | $3.73M | 1.0% | -2.8% | 1.108% | |
1/10/2024 | City State Bank | 5,640 | $198K | 0.1% | -47.5% | 0.059% | |
1/10/2024 | Advance Capital Management Inc. | 7,058 | $248K | 0.0% | -3.9% | 0.074% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 118,625 | $3.93M | 0.2% | +576.1% | 1.240% | |
11/8/2023 | Janney Montgomery Scott LLC | 358,280 | $11.87M | 0.0% | +2.6% | 3.744% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 28,681 | $950K | 0.3% | -24.7% | 0.300% | |
10/13/2023 | Arkadios Wealth Advisors | 6,798 | $225K | 0.0% | -4.5% | 0.071% | |
8/10/2023 | Cary Street Partners Investment Advisory LLC | 17,545 | $587K | 0.0% | -49.4% | 0.183% | |
8/2/2023 | 1776 Wealth LLC | 12,176 | $407K | 0.2% | N/A | 0.127% | |
7/26/2023 | Janney Montgomery Scott LLC | 349,231 | $11.68M | 0.0% | N/A | 8.028% | |
7/10/2023 | City State Bank | 10,740 | $359K | 0.2% | -57.9% | 0.247% | |
4/10/2023 | City State Bank | 25,540 | $821K | 0.5% | N/A | 0.489% | |
2/3/2023 | Blue Bell Private Wealth Management LLC | 38,373 | $1.18M | 0.4% | +17.7% | 0.000% | |