10/31/2024 | Financial Enhancement Group LLC | 51,786 | $2.22M | 0.4% | -20.1% | 2.302% | |
10/29/2024 | Clear Creek Financial Management LLC | 8,016 | $343K | 0.0% | -4.9% | 0.356% | |
10/24/2024 | Park Edge Advisors LLC | 80,925 | $3.47M | 1.0% | +88.9% | 3.597% | |
10/18/2024 | Stratos Wealth Advisors LLC | 36,508 | $1.56M | 0.1% | +16.5% | 1.623% | |
10/8/2024 | Brookstone Capital Management | 105,999 | $4.54M | 0.1% | +3.6% | 4.711% | |
10/3/2024 | Park Avenue Securities LLC | 9,487 | $406K | 0.0% | -12.6% | 0.422% | |
|
8/22/2024 | Cetera Investment Advisers | 58,757 | $2.35M | 0.0% | N/A | 2.671% | |
8/8/2024 | Envestnet Asset Management Inc. | 300,276 | $12.01M | 0.0% | N/A | 13.649% | |
8/2/2024 | Financial Enhancement Group LLC | 64,831 | $2.60M | 0.4% | +4.0% | 2.947% | |
7/31/2024 | Essex Financial Services Inc. | 8,304 | $332K | 0.0% | N/A | 0.377% | |
7/26/2024 | Park Edge Advisors LLC | 42,839 | $1.71M | 0.5% | +16.1% | 1.947% | |
7/25/2024 | Clear Creek Financial Management LLC | 8,425 | $337K | 0.0% | -3.2% | 0.383% | |
7/18/2024 | Brookstone Capital Management | 102,360 | $4.27M | 0.1% | +12.6% | 4.653% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 9,430 | $377K | 0.0% | N/A | 0.429% | |
5/14/2024 | OLD Mission Capital LLC | 121,925 | $4.84M | 0.1% | -3.8% | 5.080% | |
5/7/2024 | Insight Advisors LLC PA | 7,159 | $284K | 0.1% | +5.7% | 0.305% | |
4/27/2024 | Kellett Wealth Advisors LLC | 7,966 | $316K | 0.2% | -72.2% | 0.346% | |
4/26/2024 | Verdence Capital Advisors LLC | 8,612 | $342K | 0.0% | -3.9% | 0.374% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 184,791 | $7.34M | 0.0% | -0.5% | 8.034% | |
4/19/2024 | Park Edge Advisors LLC | 36,897 | $1.47M | 0.4% | N/A | 1.640% | |
4/15/2024 | Brookstone Capital Management | 90,937 | $3.61M | 0.1% | +6.2% | 5.196% | |
4/15/2024 | Financial Enhancement Group LLC | 62,320 | $2.45M | 0.4% | +1.8% | 3.561% | |
2/14/2024 | Vista Investment Management | 32,078 | $1.20M | 0.6% | -1.7% | 1.782% | |
2/7/2024 | Avantax Advisory Services Inc. | 7,362 | $275K | 0.0% | -8.8% | 0.409% | |
1/30/2024 | Bison Wealth LLC | 13,987 | $523K | 0.1% | -20.3% | 0.777% | |
1/24/2024 | Stratos Wealth Advisors LLC | 30,693 | $1.15M | 0.1% | -1.6% | 1.705% | |
1/18/2024 | Financial Enhancement Group LLC | 61,224 | $2.19M | 0.4% | +11.4% | 3.401% | |
1/16/2024 | HBW Advisory Services LLC | 12,906 | $483K | 0.1% | -6.0% | 0.717% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 185,723 | $6.95M | 0.0% | -39.9% | 10.318% | |
1/11/2024 | Brookstone Capital Management | 85,668 | $3.21M | 0.1% | +3.2% | 4.759% | |
11/13/2023 | LPL Financial LLC | 122,772 | $4.30M | 0.0% | +15.4% | 4.911% | |
11/13/2023 | Envestnet Asset Management Inc. | 402,090 | $14.10M | 0.0% | N/A | 16.084% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 7,846 | $275K | 0.0% | N/A | 0.314% | |
11/8/2023 | ProVise Management Group LLC | 5,810 | $204K | 0.0% | N/A | 0.232% | |
11/7/2023 | Insight Advisors LLC PA | 6,722 | $236K | 0.1% | -5.0% | 0.269% | |
11/7/2023 | Kellett Wealth Advisors LLC | 28,458 | $998K | 0.9% | -40.7% | 1.138% | |
10/26/2023 | Park Avenue Securities LLC | 7,281 | $255K | 0.0% | N/A | 0.291% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 308,767 | $10.83M | 0.0% | -1.4% | 12.351% | |
10/20/2023 | Brookstone Capital Management | 83,051 | $2.85M | 0.1% | +6.4% | 3.322% | |
10/17/2023 | Financial Enhancement Group LLC | 54,978 | $1.94M | 0.4% | +1.1% | 2.156% | |
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10/12/2023 | HBW Advisory Services LLC | 13,727 | $481K | 0.1% | -18.7% | 0.560% | |
8/15/2023 | Vista Investment Management | 32,619 | $1.13M | 0.6% | +1.8% | 1.812% | |
8/14/2023 | Bison Wealth LLC | 17,545 | $607K | 0.1% | N/A | 0.975% | |
8/9/2023 | Essex Financial Services Inc. | 7,749 | $268K | 0.0% | N/A | 0.431% | |
8/8/2023 | Kellett Wealth Advisors LLC | 48,016 | $1.66M | 1.5% | -1.1% | 2.668% | |
8/7/2023 | Insight Advisors LLC PA | 7,078 | $245K | 0.1% | -8.8% | 0.393% | |
7/31/2023 | LPL Financial LLC | 106,372 | $3.68M | 0.0% | -77.2% | 5.910% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 313,265 | $10.84M | 0.0% | -28.4% | 17.404% | |
7/11/2023 | Brookstone Capital Management | 78,032 | $2.69M | 0.1% | +4.5% | 3.902% | |
5/17/2023 | Financial Enhancement Group LLC | 51,786 | $1.75M | 0.3% | -4.1% | 2.158% | |
5/10/2023 | LPL Financial LLC | 467,505 | $15.94M | 0.0% | +7.0% | 19.479% | |
5/5/2023 | Kellett Wealth Advisors LLC | 48,560 | $1.66M | 1.6% | -2.3% | 1.982% | |
4/28/2023 | Avantax Advisory Services Inc. | 8,653 | $295K | 0.0% | -32.8% | 0.353% | |
4/27/2023 | Stratos Wealth Advisors LLC | 31,254 | $1.07M | 0.1% | +16.9% | 1.276% | |
4/19/2023 | Brookstone Capital Management | 74,671 | $2.59M | 0.1% | -2.1% | 3.048% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 437,753 | $14.92M | 0.0% | +0.1% | 17.867% | |
4/7/2023 | HBW Advisory Services LLC | 17,019 | $580K | 0.1% | +170.1% | 0.695% | |
3/6/2023 | OLD Mission Capital LLC | 48,226 | $1.61M | 0.0% | +267.9% | 1.891% | |
2/21/2023 | Insight Advisors LLC PA | 7,958 | $265K | 0.1% | -3.5% | 0.312% | |
2/9/2023 | Financial Enhancement Group LLC | 54,023 | $1.92M | 0.4% | +1.7% | 2.119% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 437,120 | $14.63M | 0.0% | +14.2% | 17.142% | |
2/8/2023 | Belpointe Asset Management LLC | 2,766 | $93K | 0.0% | N/A | 0.108% | |
2/8/2023 | Prospera Financial Services Inc | 8,657 | $290K | 0.0% | N/A | 0.339% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 13,174 | $441K | 0.0% | +2.9% | 0.517% | |
2/7/2023 | Commonwealth Equity Services LLC | 7,504 | $251K | 0.0% | -39.6% | 0.294% | |
2/7/2023 | LPL Financial LLC | 436,984 | $14.62M | 0.0% | +4.4% | 17.137% | |
2/7/2023 | IFP Advisors Inc | 3,370 | $128K | 0.0% | +810.8% | 0.132% | |
2/3/2023 | Kellett Schaffner Wealth Advisors LLC | 49,683 | $1.66M | 1.6% | +376.3% | 1.948% | |
1/19/2023 | Stratos Wealth Advisors LLC | 26,744 | $895K | 0.1% | -3.8% | 1.029% | |
1/9/2023 | Brookstone Capital Management | 76,241 | $2.61M | 0.1% | +4.1% | 2.932% | |
1/5/2023 | HBW Advisory Services LLC | 6,300 | $211K | 0.1% | N/A | 0.242% | |
11/14/2022 | OLD Mission Capital LLC | 13,108 | $377K | 0.0% | -8.4% | 0.495% | |
11/10/2022 | Kellett Schaffner Wealth Advisors LLC | 10,430 | $318K | 0.4% | -11.1% | 0.394% | |
11/7/2022 | Arete Wealth Advisors LLC | 9,902 | $284K | 0.0% | +10.2% | 0.374% | |
11/2/2022 | Avantax Advisory Services Inc. | 13,541 | $389K | 0.0% | -4.5% | 0.511% | |
10/31/2022 | Camelot Portfolios LLC | 19,668 | $565K | 0.5% | -38.2% | 0.742% | |
10/27/2022 | Financial Enhancement Group LLC | 53,137 | $1.53M | 0.4% | +10.7% | 2.005% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 382,603 | $10.99M | 0.0% | -0.4% | 14.438% | |
10/24/2022 | Stratos Wealth Advisors LLC | 27,813 | $799K | 0.1% | -23.8% | 1.050% | |
10/24/2022 | Stratos Wealth Partners LTD. | 178,271 | $5.12M | 0.1% | -12.7% | 6.727% | |
10/14/2022 | Brookstone Capital Management | 73,236 | $2.12M | 0.0% | +14.4% | 2.817% | |
8/12/2022 | LPL Financial LLC | 432,203 | $14.04M | 0.0% | +14.3% | 15.436% | |
8/11/2022 | Insight Advisors LLC PA | 8,045 | $264K | 0.1% | -12.6% | 0.287% | |
8/5/2022 | OLD Mission Capital LLC | 14,306 | $465K | 0.0% | -22.9% | 0.511% | |
8/2/2022 | Avantax Advisory Services Inc. | 14,181 | $461K | 0.0% | +26.6% | 0.506% | |
7/22/2022 | Stratos Wealth Partners LTD. | 204,112 | $6.63M | 0.2% | +41.4% | 7.290% | |
7/19/2022 | Commonwealth Equity Services LLC | 14,536 | $472K | 0.0% | -6.7% | 0.519% | |
7/18/2022 | Camelot Portfolios LLC | 31,846 | $1.03M | 0.6% | -17.7% | 1.137% | |
7/11/2022 | Brookstone Capital Management | 64,008 | $2.06M | 0.0% | +14.1% | 2.286% | |
6/8/2022 | USAdvisors Wealth Management LLC | 6,300 | $241K | 0.1% | N/A | 0.229% | |
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6/2/2022 | Insight Advisors LLC PA | 9,207 | $352K | 0.1% | +18.0% | 0.335% | |
5/13/2022 | Insight Advisors LLC PA | 9,207 | $352K | 0.1% | +18.0% | 0.335% | |
5/12/2022 | Financial Engines Advisors L.L.C. | 5,357 | $205K | 0.0% | N/A | 0.195% | |
5/11/2022 | Twelve Points Wealth Management LLC | 12,749 | $488K | 0.4% | N/A | 0.464% | |
5/11/2022 | Raymond James Financial Services Advisors Inc. | 414,824 | $15.88M | 0.0% | +5.1% | 15.085% | |
5/6/2022 | Arete Wealth Advisors LLC | 6,582 | $252K | 0.0% | N/A | 0.239% | |
5/4/2022 | Commonwealth Equity Services LLC | 15,585 | $596K | 0.0% | -17.6% | 0.567% | |
4/27/2022 | Avantax Advisory Services Inc. | 11,197 | $428K | 0.0% | -8.7% | 0.407% | |
4/27/2022 | McKinley Carter Wealth Services Inc. | 9,252 | $354K | 0.0% | -6.1% | 0.336% | |
4/26/2022 | Stratos Wealth Advisors LLC | 36,755 | $1.41M | 0.1% | N/A | 1.337% | |