11/1/2024 | Corrado Advisors LLC | 92,868 | $2.37M | 1.5% | -2.7% | 2.544% | |
10/31/2024 | Global Strategic Investment Solutions LLC | 31,013 | $792K | 0.1% | -30.9% | 0.850% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 21,625 | $552K | 0.0% | +49.1% | 0.592% | |
10/23/2024 | Allworth Financial LP | 39,887 | $1.02M | 0.0% | +2.9% | 1.093% | |
10/18/2024 | Stratos Wealth Advisors LLC | 83,043 | $2.12M | 0.1% | +3.8% | 2.275% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 82,807 | $2.11M | 0.3% | +0.5% | 2.269% | |
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10/9/2024 | Ferguson Shapiro LLC | 137,878 | $3.52M | 1.3% | +2.4% | 3.777% | |
10/8/2024 | CWM LLC | 44,833 | $1.15M | 0.0% | +12.2% | 1.228% | |
8/22/2024 | Cetera Investment Advisers | 50,022 | $1.23M | 0.0% | -12.1% | 1.370% | |
8/20/2024 | HFG Wealth Management LLC | 117,342 | $2.88M | 1.8% | -12.2% | 3.215% | |
8/8/2024 | WPWealth LLP | 24,760 | $607K | 0.1% | N/A | 0.678% | |
8/2/2024 | Ferguson Shapiro LLC | 134,595 | $3.30M | 1.3% | -5.1% | 3.688% | |
7/31/2024 | Commonwealth Equity Services LLC | 73,927 | $1.81M | 0.0% | -80.3% | 2.025% | |
7/22/2024 | Onyx Bridge Wealth Group LLC | 82,384 | $2.02M | 0.3% | -2.6% | 2.257% | |
7/18/2024 | Gradient Investments LLC | 8,840 | $217K | 0.0% | -18.4% | 0.242% | |
7/15/2024 | Diligent Investors LLC | 51,272 | $1.26M | 0.3% | +4.1% | 1.405% | |
7/10/2024 | CWM LLC | 39,967 | $980K | 0.0% | +5.4% | 1.095% | |
6/28/2024 | HFG Wealth Management LLC | 133,616 | $3.18M | 1.9% | -7.2% | 3.661% | |
5/9/2024 | Corrado Advisors LLC | 81,752 | $1.95M | 1.3% | -2.7% | 2.240% | |
5/8/2024 | Avantax Advisory Services Inc. | 25,913 | $617K | 0.0% | -4.6% | 0.710% | |
5/7/2024 | Pillar Wealth Advisors LLC | 31,925 | $760K | 0.6% | -32.6% | 0.875% | |
5/1/2024 | Janney Montgomery Scott LLC | 12,324 | $293K | 0.0% | -10.3% | 0.338% | |
4/29/2024 | Commonwealth Equity Services LLC | 375,197 | $8.93M | 0.0% | +373.7% | 10.279% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 84,613 | $2.02M | 0.4% | +20.2% | 2.318% | |
4/25/2024 | Capital Investment Advisory Services LLC | 2,700 | $64K | 0.0% | +39.2% | 0.074% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 15,215 | $362K | 0.0% | -22.0% | 0.417% | |
4/23/2024 | Gradient Investments LLC | 10,830 | $258K | 0.0% | -98.3% | 0.297% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 34,517 | $822K | 0.0% | -16.6% | 0.722% | |
4/15/2024 | Sunbelt Securities Inc. | 7,071 | $168K | 0.0% | -20.6% | 0.148% | |
4/10/2024 | Ferguson Shapiro LLC | 141,809 | $3.38M | 1.6% | N/A | 2.967% | |
2/16/2024 | Secured Retirement Advisors LLC | 18,222 | $431K | 0.4% | N/A | 0.381% | |
2/14/2024 | Personal CFO Solutions LLC | 176,718 | $4.18M | 0.7% | +3.5% | 3.697% | |
2/12/2024 | Tradition Wealth Management LLC | 25,045 | $592K | 0.1% | -3.0% | 0.524% | |
2/12/2024 | Cape Investment Advisory Inc. | 10,748 | $254K | 0.1% | +46.4% | 0.225% | |
2/7/2024 | Avantax Advisory Services Inc. | 27,175 | $642K | 0.0% | -38.2% | 0.569% | |
2/7/2024 | Berger Financial Group Inc | 122,819 | $2.90M | 0.3% | +2.8% | 2.569% | |
2/7/2024 | Principal Securities Inc. | 65,948 | $1.56M | 0.1% | N/A | 1.380% | |
2/6/2024 | Apollon Wealth Management LLC | 78,200 | $1.85M | 0.1% | -1.3% | 1.636% | |
2/6/2024 | Ifrah Financial Services Inc. | 19,090 | $451K | 0.1% | -6.5% | 0.399% | |
2/5/2024 | Pillar Wealth Advisors LLC | 47,357 | $1.12M | 0.9% | -3.7% | 0.991% | |
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2/1/2024 | Corrado Advisors LLC | 83,992 | $1.99M | 1.6% | +4.8% | 1.757% | |
2/1/2024 | CWM LLC | 35,606 | $841K | 0.0% | +18.2% | 0.745% | |
1/31/2024 | Onyx Bridge Wealth Group LLC | 70,394 | $1.66M | 0.3% | +2.2% | 1.473% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 1,865 | $44K | 0.0% | -23.2% | 0.039% | |
1/24/2024 | Stratos Wealth Advisors LLC | 40,603 | $959K | 0.1% | N/A | 0.849% | |
1/23/2024 | Beacon Financial Advisory LLC | 75,999 | $1.80M | 0.9% | +10.8% | 1.590% | |
1/18/2024 | Gradient Investments LLC | 649,686 | $15.35M | 0.4% | +9.7% | 13.592% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 19,591 | $463K | 0.0% | +21.9% | 0.410% | |
1/12/2024 | Global Strategic Investment Solutions LLC | 37,604 | $889K | 0.1% | -91.4% | 0.787% | |
1/11/2024 | FORVIS Wealth Advisors LLC | 41,384 | $978K | 0.0% | -14.5% | 0.866% | |
1/11/2024 | Diligent Investors LLC | 49,272 | $1.16M | 0.3% | +6.5% | 1.031% | |
11/13/2023 | Personal CFO Solutions LLC | 170,693 | $3.84M | 0.8% | N/A | 3.571% | |
11/13/2023 | Sugarloaf Wealth Management LLC | 2,200 | $50K | 0.0% | N/A | 0.046% | |
11/13/2023 | Kestra Advisory Services LLC | 120,046 | $2.70M | 0.0% | +777.1% | 2.511% | |
11/8/2023 | HighTower Advisors LLC | 23,987 | $543K | 0.0% | +8.4% | 0.502% | |
11/8/2023 | Janney Montgomery Scott LLC | 12,740 | $287K | 0.0% | +45.2% | 0.267% | |
11/8/2023 | Avantax Advisory Services Inc. | 43,940 | $989K | 0.0% | +4.4% | 0.919% | |
11/6/2023 | Corrado Advisors LLC | 80,122 | $1.80M | 1.2% | -0.9% | 1.676% | |
11/6/2023 | Lincoln National Corp | 12,208 | $275K | 0.0% | +19.5% | 0.255% | |
11/6/2023 | Diligent Investors LLC | 46,272 | $1.04M | 0.3% | +78.5% | 0.968% | |
11/3/2023 | Berger Financial Group Inc | 119,502 | $2.69M | 0.3% | +77.2% | 2.500% | |
11/3/2023 | SageView Advisory Group LLC | 25,602 | $576K | 0.0% | +113.6% | 0.536% | |
11/2/2023 | Capital Investment Advisory Services LLC | 1,940 | $44K | 0.0% | N/A | 0.041% | |
10/27/2023 | Gradient Investments LLC | 592,480 | $13.34M | 0.4% | N/A | 12.395% | |
10/26/2023 | FORVIS Wealth Advisors LLC | 48,385 | $1.09M | 0.0% | -1.7% | 1.012% | |
10/25/2023 | Beacon Financial Advisory LLC | 68,595 | $1.54M | 0.9% | +5.9% | 1.435% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 16,075 | $362K | 0.0% | +59.8% | 0.336% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 13,746 | $309K | 0.0% | +16.8% | 0.288% | |
10/23/2023 | Commonwealth Equity Services LLC | 46,939 | $1.06M | 0.0% | +43.4% | 0.982% | |
10/20/2023 | U.S. Capital Wealth Advisors LLC | 11,254 | $253K | 0.0% | N/A | 0.235% | |
10/16/2023 | Onyx Bridge Wealth Group LLC | 68,862 | $1.55M | 0.4% | -7.5% | 1.441% | |
10/13/2023 | Global Strategic Investment Solutions LLC | 436,836 | $9.83M | 1.3% | +2,504.9% | 9.139% | |
10/13/2023 | Cypress Wealth Services LLC | 50,012 | $1.13M | 0.3% | N/A | 1.046% | |
10/11/2023 | AE Wealth Management LLC | 14,910 | $336K | 0.0% | N/A | 0.312% | |
10/11/2023 | CWM LLC | 30,121 | $678K | 0.0% | +25.4% | 0.630% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 2,428 | $55K | 0.0% | N/A | 0.051% | |
8/24/2023 | Arlington Capital Management Inc. | 15,386 | $355K | 0.3% | -42.0% | 0.322% | |
8/14/2023 | Cerity Partners LLC | 716,938 | $16.53M | 0.1% | -0.8% | 14.999% | |
8/11/2023 | SageView Advisory Group LLC | 11,985 | $276K | 0.0% | N/A | 0.251% | |
8/11/2023 | WorthPointe LLC | 19,360 | $446K | 0.3% | +11.8% | 0.405% | |
8/10/2023 | Corrado Advisors LLC | 80,848 | $1.86M | 1.3% | +22.3% | 1.691% | |
8/10/2023 | Berger Financial Group Inc | 67,436 | $1.55M | 0.2% | +3.6% | 1.411% | |
8/10/2023 | Cetera Investment Advisers | 26,059 | $601K | 0.0% | +22.7% | 0.545% | |
8/9/2023 | Coastal Investment Advisors Inc. | 1,830 | $42K | 0.0% | N/A | 0.038% | |
8/8/2023 | Balboa Wealth Partners | 16,828 | $388K | 0.1% | N/A | 0.352% | |
8/8/2023 | FORVIS Wealth Advisors LLC | 49,236 | $1.14M | 0.0% | +1.5% | 1.030% | |
8/7/2023 | Lincoln National Corp | 10,217 | $236K | 0.0% | N/A | 0.259% | |
8/4/2023 | Pillar Wealth Advisors LLC | 49,156 | $1.13M | 0.9% | +27.8% | 1.244% | |
8/3/2023 | CWM LLC | 24,017 | $554K | 0.0% | +42.4% | 0.608% | |
7/26/2023 | Janney Montgomery Scott LLC | 8,775 | $202K | 0.0% | N/A | 0.222% | |
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7/25/2023 | Raymond James Financial Services Advisors Inc. | 10,062 | $232K | 0.0% | +8.8% | 0.255% | |
7/25/2023 | Onyx Bridge Wealth Group LLC | 74,416 | $1.72M | 0.4% | +7.4% | 1.884% | |
7/24/2023 | Diligent Investors LLC | 25,928 | $598K | 0.2% | -1.7% | 0.656% | |
7/20/2023 | Bourgeon Capital Management LLC | 1,077 | $25K | 0.0% | N/A | 0.027% | |
7/14/2023 | 3EDGE Asset Management LP | 13,114 | $302K | 0.0% | N/A | 0.332% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 11,773 | $271K | 0.0% | -11.2% | 0.298% | |
5/11/2023 | Cerity Partners LLC | 722,650 | $16.87M | 0.0% | +5,506.7% | 23.850% | |
5/11/2023 | Envestnet Asset Management Inc. | 24,411 | $570K | 0.0% | +20.6% | 0.806% | |
5/10/2023 | Resources Investment Advisors LLC. | 9,050 | $211K | 0.0% | N/A | 0.299% | |
5/10/2023 | WealthPLAN Partners LLC | 7,802 | $182K | 0.0% | N/A | 0.257% | |