11/1/2024 | Corrado Advisors LLC | 84,428 | $2.65M | 1.7% | -2.3% | 1.662% | |
11/1/2024 | Rovin Capital UT ADV | 9,858 | $308K | 0.1% | +8.7% | 0.194% | |
10/25/2024 | Strategic Blueprint LLC | 30,858 | $967K | 0.1% | -2.2% | 0.607% | |
10/23/2024 | Allworth Financial LP | 40,358 | $1.27M | 0.0% | N/A | 0.794% | |
10/11/2024 | Paladin Wealth LLC | 5,050 | $158K | 0.1% | N/A | 0.099% | |
10/8/2024 | CWM LLC | 34,396 | $1.08M | 0.0% | +12.8% | 0.677% | |
|
9/30/2024 | Mattson Financial Services LLC | 2,369 | $71K | 0.0% | N/A | 0.047% | |
8/30/2024 | Brown Financial Advisors | 3,925 | $117K | 0.1% | N/A | 0.077% | |
8/22/2024 | Cetera Investment Advisers | 42,757 | $1.28M | 0.0% | -4.2% | 0.842% | |
8/20/2024 | HFG Wealth Management LLC | 164,340 | $4.90M | 3.1% | N/A | 3.235% | |
8/16/2024 | Sunbelt Securities Inc. | 27,201 | $811K | 0.1% | -3.0% | 0.535% | |
8/16/2024 | Long Island Wealth Management Inc. | 84,854 | $2.53M | 1.8% | -0.6% | 1.670% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 2,700 | $81K | 0.0% | -18.2% | 0.053% | |
8/10/2024 | Wealth Alliance | 7,265 | $217K | 0.0% | -23.2% | 0.143% | |
8/8/2024 | WPWealth LLP | 13,379 | $399K | 0.1% | -4.9% | 0.263% | |
7/31/2024 | Commonwealth Equity Services LLC | 42,067 | $1.26M | 0.0% | +1.3% | 0.828% | |
7/19/2024 | MBL Wealth LLC | 128,262 | $3.83M | 0.4% | N/A | 2.525% | |
7/18/2024 | Gradient Investments LLC | 340,574 | $10.16M | 0.2% | +3.6% | 6.704% | |
7/10/2024 | CWM LLC | 30,493 | $910K | 0.0% | +5.9% | 0.600% | |
5/16/2024 | WPWealth LLP | 14,067 | $407K | 0.1% | +5.6% | 0.277% | |
5/10/2024 | Alera Investment Advisors LLC | 8,848 | $256K | 0.0% | -9.3% | 0.174% | |
5/9/2024 | Corrado Advisors LLC | 87,955 | $2.55M | 1.7% | +13.2% | 1.731% | |
5/9/2024 | SageView Advisory Group LLC | 49,832 | $1.44M | 0.1% | +565.4% | 0.981% | |
5/8/2024 | Avantax Advisory Services Inc. | 19,140 | $554K | 0.0% | +43.6% | 0.377% | |
5/7/2024 | Pillar Wealth Advisors LLC | 23,556 | $682K | 0.5% | -10.6% | 0.464% | |
5/6/2024 | Gill Capital Partners LLC | 26,270 | $762K | 0.3% | +9.7% | 0.517% | |
5/2/2024 | Lincoln National Corp | 219,868 | $6.36M | 0.1% | -25.8% | 4.311% | |
5/1/2024 | Janney Montgomery Scott LLC | 23,093 | $668K | 0.0% | -4.2% | 0.453% | |
4/30/2024 | Consolidated Portfolio Review Corp | 14,269 | $413K | 0.1% | N/A | 0.280% | |
4/30/2024 | Norden Group LLC | 62,628 | $1.81M | 0.1% | +161.3% | 1.228% | |
4/30/2024 | Commonwealth Equity Services LLC | 41,520 | $1.20M | 0.0% | -84.9% | 0.814% | |
4/23/2024 | Gradient Investments LLC | 328,793 | $9.52M | 0.2% | +65,658.6% | 6.447% | |
4/23/2024 | Strategic Blueprint LLC | 31,410 | $909K | 0.1% | -37.8% | 0.616% | |
4/22/2024 | Rovin Capital UT ADV | 8,796 | $255K | 0.1% | +9.1% | 0.172% | |
4/22/2024 | PFG Investments LLC | 14,269 | $413K | 0.0% | N/A | 0.280% | |
4/22/2024 | Altfest L J & Co. Inc. | 465,667 | $13.48M | 1.9% | +3.2% | 9.131% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 26,502 | $767K | 0.0% | -23.0% | 0.847% | |
4/19/2024 | Norden Group LLC | 62,628 | $1.81M | 0.0% | +161.3% | 2.001% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 18,783 | $544K | 0.0% | -73.4% | 0.600% | |
4/15/2024 | Sunbelt Securities Inc. | 28,056 | $812K | 0.1% | +20.6% | 0.896% | |
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4/13/2024 | Wallace Advisory Group LLC | 125,689 | $3.60M | 2.5% | N/A | 4.016% | |
4/9/2024 | Mather Group LLC. | 28,632 | $821K | 0.0% | -16.7% | 0.915% | |
3/6/2024 | SageView Advisory Group LLC | 7,489 | $209K | 0.0% | N/A | 0.239% | |
2/15/2024 | Financial Network Wealth Advisors LLC | 49,107 | $1.41M | 1.5% | N/A | 1.569% | |
2/12/2024 | Tradition Wealth Management LLC | 13,406 | $384K | 0.0% | -5.3% | 0.428% | |
2/9/2024 | Orion Portfolio Solutions LLC | 213,596 | $6.03M | 0.1% | N/A | 6.824% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 356,678 | $10.23M | 0.0% | +2,349.0% | 11.395% | |
2/8/2024 | Janney Montgomery Scott LLC | 24,110 | $691K | 0.0% | -14.5% | 0.770% | |
2/7/2024 | Avantax Advisory Services Inc. | 13,326 | $382K | 0.0% | -48.0% | 0.426% | |
2/6/2024 | Apollon Wealth Management LLC | 7,050 | $202K | 0.0% | N/A | 0.225% | |
2/6/2024 | Lincoln National Corp | 296,417 | $8.50M | 0.1% | -0.3% | 9.470% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 9,311 | $267K | 0.0% | -37.3% | 0.297% | |
2/5/2024 | Pillar Wealth Advisors LLC | 26,337 | $755K | 0.6% | -7.9% | 0.841% | |
2/5/2024 | Norden Group LLC | 23,970 | $687K | 0.1% | N/A | 0.766% | |
2/5/2024 | Mather Group LLC. | 34,370 | $985K | 0.0% | N/A | 1.098% | |
2/5/2024 | Matrix Trust Co | 15,819 | $454K | 0.1% | N/A | 0.505% | |
2/5/2024 | Alliance Wealth Advisors LLC UT | 147,981 | $4.24M | 1.4% | N/A | 4.728% | |
2/1/2024 | Corrado Advisors LLC | 77,714 | $2.23M | 1.8% | -3.8% | 2.483% | |
2/1/2024 | CWM LLC | 26,894 | $771K | 0.0% | +15.7% | 0.859% | |
1/29/2024 | Koshinski Asset Management Inc. | 22,232 | $637K | 0.1% | +44.3% | 0.710% | |
1/29/2024 | Compass Advisory Group LLC | 35,060 | $1.01M | 0.5% | -18.5% | 1.120% | |
1/26/2024 | Cerity Partners LLC | 286,062 | $8.20M | 0.0% | N/A | 9.139% | |
1/25/2024 | Strategic Blueprint LLC | 50,512 | $1.45M | 0.1% | +178.4% | 1.614% | |
1/23/2024 | Alera Investment Advisors LLC | 9,755 | $280K | 0.0% | -10.7% | 0.312% | |
1/22/2024 | Weaver Consulting Group | 10,251 | $294K | 0.1% | -15.2% | 0.328% | |
1/19/2024 | AdvisorNet Financial Inc | 29,708 | $852K | 0.1% | +1.7% | 0.949% | |
1/18/2024 | MBL Wealth LLC | 139,645 | $4.00M | 0.5% | +5.5% | 4.462% | |
1/18/2024 | Altfest L J & Co. Inc. | 451,107 | $12.93M | 1.9% | N/A | 14.412% | |
1/16/2024 | 3EDGE Asset Management LP | 6,380,460 | $182.93M | 14.2% | +27.5% | 203.849% | |
1/16/2024 | Portside Wealth Group LLC | 247,538 | $7.10M | 1.3% | N/A | 7.909% | |
1/12/2024 | Fortitude Family Office LLC | 2,627 | $75K | 0.1% | N/A | 0.084% | |
1/11/2024 | FORVIS Wealth Advisors LLC | 34,396 | $986K | 0.0% | -14.1% | 1.099% | |
1/11/2024 | Baker Tilly Wealth Management LLC | 95,520 | $2.74M | 0.4% | N/A | 3.052% | |
1/10/2024 | Dfpg Investments LLC | 38,314 | $1.09M | 0.1% | +21.7% | 1.224% | |
1/8/2024 | Gill Capital Partners LLC | 23,955 | $687K | 0.3% | +42.1% | 0.765% | |
1/5/2024 | WealthPLAN Partners LLC | 16,344 | $469K | 0.0% | N/A | 0.522% | |
1/3/2024 | EisnerAmper Wealth Management Corporate Benefits LLC | 163,361 | $4.68M | 1.7% | N/A | 5.219% | |
1/1/2024 | Sunbelt Securities Inc. | 24,597 | $673K | 0.1% | +1.5% | 0.786% | |
11/13/2023 | Kestra Advisory Services LLC | 75,311 | $2.06M | 0.0% | -6.7% | 2.406% | |
11/8/2023 | BCGM Wealth Management LLC | 10,303 | $282K | 0.1% | -5.1% | 0.329% | |
11/8/2023 | HighTower Advisors LLC | 74,833 | $2.06M | 0.0% | -1.3% | 2.391% | |
11/8/2023 | Janney Montgomery Scott LLC | 28,185 | $772K | 0.0% | -22.2% | 0.900% | |
11/8/2023 | Avantax Advisory Services Inc. | 25,632 | $702K | 0.0% | -4.9% | 0.819% | |
11/8/2023 | Pillar Wealth Advisors LLC | 28,603 | $783K | 0.7% | -9.6% | 0.914% | |
11/6/2023 | Corrado Advisors LLC | 80,825 | $2.21M | 1.5% | -0.9% | 2.582% | |
11/1/2023 | Michael S. Ryan Inc. | 32,935 | $885K | 0.8% | -2.4% | 1.052% | |
10/26/2023 | FORVIS Wealth Advisors LLC | 40,033 | $1.10M | 0.0% | -6.7% | 1.279% | |
10/25/2023 | Gill Capital Partners LLC | 16,856 | $462K | 0.2% | -25.8% | 0.539% | |
10/25/2023 | Rovin Capital UT ADV | 8,016 | $219K | 0.1% | +7.0% | 0.256% | |
10/24/2023 | Compass Advisory Group LLC | 42,994 | $1.18M | 0.6% | -22.9% | 1.374% | |
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10/24/2023 | Valtinson Bruner Financial Planning LLC | 91,248 | $2.50M | 1.4% | -1.4% | 2.915% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 14,564 | $399K | 0.0% | -22.3% | 0.465% | |
10/18/2023 | Koshinski Asset Management Inc. | 15,405 | $422K | 0.0% | -10.2% | 0.492% | |
10/18/2023 | Strategic Blueprint LLC | 18,142 | $497K | 0.0% | +8.9% | 0.580% | |
10/16/2023 | 3EDGE Asset Management LP | 5,004,067 | $135.86M | 10.4% | N/A | 159.874% | |
10/13/2023 | Global Strategic Investment Solutions LLC | 16,187 | $443K | 0.1% | -85.4% | 0.517% | |
10/11/2023 | CWM LLC | 23,245 | $636K | 0.0% | +27.2% | 0.743% | |
10/11/2023 | MBL Wealth LLC | 132,415 | $3.63M | 0.5% | +13.7% | 4.231% | |
10/11/2023 | Alera Investment Advisors LLC | 10,923 | $299K | 0.0% | +7.0% | 0.349% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 6,200 | $170K | 0.1% | N/A | 0.198% | |