1/21/2025 | Gradient Investments LLC | 411,088 | $10.67M | 0.2% | N/A | 27.776% | |
1/13/2025 | AdvisorNet Financial Inc | 2,680 | $70K | 0.0% | +55.7% | 0.181% | |
1/8/2025 | Private Client Services LLC | 57,254 | $1.49M | 0.8% | N/A | 3.869% | |
11/1/2024 | Corrado Advisors LLC | 12,555 | $337K | 0.2% | -8.5% | 0.848% | |
10/31/2024 | Global Strategic Investment Solutions LLC | 270,446 | $7.27M | 0.8% | -14.0% | 18.273% | |
10/22/2024 | Signaturefd LLC | 7,372 | $198K | 0.0% | N/A | 0.498% | |
8/8/2024 | WPWealth LLP | 30,940 | $773K | 0.2% | -44.6% | 2.091% | |
5/8/2024 | Avantax Advisory Services Inc. | 12,218 | $294K | 0.0% | -9.2% | 0.826% | |
4/30/2024 | Commonwealth Equity Services LLC | 34,941 | $842K | 0.0% | +3.6% | 2.329% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 33,913 | $817K | 0.0% | -17.1% | 2.713% | |
|
4/15/2024 | Sunbelt Securities Inc. | 6,303 | $152K | 0.0% | -29.0% | 0.504% | |
3/6/2024 | SageView Advisory Group LLC | 9,545 | $220K | 0.0% | N/A | 0.764% | |
2/9/2024 | SageView Advisory Group LLC | 220,347 | $5.21M | 0.2% | N/A | 17.628% | |
2/7/2024 | Avantax Advisory Services Inc. | 13,454 | $318K | 0.0% | -67.0% | 1.076% | |
2/1/2024 | Corrado Advisors LLC | 14,299 | $338K | 0.3% | N/A | 1.144% | |
1/19/2024 | AdvisorNet Financial Inc | 1,721 | $41K | 0.0% | +805.8% | 0.138% | |
1/12/2024 | Global Strategic Investment Solutions LLC | 526,689 | $12.46M | 1.5% | +396.1% | 42.135% | |
1/11/2024 | FORVIS Wealth Advisors LLC | 40,924 | $968K | 0.0% | -18.3% | 3.274% | |
1/5/2024 | Michael S. Ryan Inc. | 187,963 | $4.45M | 3.7% | -2.1% | 15.037% | |
11/8/2023 | Avantax Advisory Services Inc. | 40,733 | $915K | 0.0% | +1.9% | 3.259% | |
11/1/2023 | Michael S. Ryan Inc. | 192,021 | $4.24M | 4.0% | -2.2% | 15.362% | |
10/26/2023 | FORVIS Wealth Advisors LLC | 50,087 | $1.13M | 0.0% | -4.5% | 4.007% | |
10/24/2023 | Compass Advisory Group LLC | 12,910 | $290K | 0.2% | -8.3% | 1.033% | |
10/23/2023 | Commonwealth Equity Services LLC | 20,472 | $460K | 0.0% | -5.5% | 1.638% | |
10/20/2023 | U.S. Capital Wealth Advisors LLC | 12,359 | $278K | 0.0% | -24.0% | 0.989% | |
10/13/2023 | Global Strategic Investment Solutions LLC | 106,166 | $2.38M | 0.3% | -2.2% | 8.493% | |
10/12/2023 | WPWealth LLP | 63,494 | $1.43M | 0.5% | +12.6% | 5.080% | |
8/24/2023 | Arlington Capital Management Inc. | 15,299 | $359K | 0.3% | -43.5% | 1.224% | |
8/10/2023 | Cetera Advisor Networks LLC | 15,166 | $356K | 0.0% | -8.6% | 1.213% | |
8/8/2023 | FORVIS Wealth Advisors LLC | 52,433 | $1.23M | 0.0% | -1.5% | 4.195% | |
8/4/2023 | U.S. Capital Wealth Advisors LLC | 16,255 | $382K | 0.0% | +4.2% | 1.222% | |
7/26/2023 | Michael S. Ryan Inc. | 196,323 | $4.65M | 4.3% | N/A | 14.761% | |
5/12/2023 | WPWealth LLP | 56,385 | $1.31M | 0.6% | -33.8% | 3.889% | |
5/11/2023 | U.S. Capital Wealth Advisors LLC | 15,605 | $361K | 0.0% | +49.3% | 1.076% | |
5/11/2023 | Envestnet Asset Management Inc. | 23,314 | $540K | 0.0% | +22.3% | 1.608% | |
5/5/2023 | Capital Analysts LLC | 1,674 | $39K | 0.0% | -66.0% | 0.115% | |
5/3/2023 | Krilogy Financial LLC | 20,640 | $478K | 0.0% | -16.9% | 1.423% | |
4/27/2023 | FORVIS Wealth Advisors LLC | 53,222 | $1.23M | 0.0% | -2.1% | 3.670% | |
4/20/2023 | Global Strategic Investment Solutions LLC | 156,618 | $3.63M | 0.5% | -4.0% | 10.801% | |
4/20/2023 | Compass Advisory Group LLC | 14,080 | $326K | 0.2% | -5.6% | 0.971% | |
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3/6/2023 | OLD Mission Capital LLC | 6,947 | $155K | 0.0% | N/A | 0.479% | |
2/13/2023 | Trustcore Financial Services LLC | 42,149 | $938K | 0.1% | +13.9% | 2.907% | |
2/10/2023 | CoreCap Advisors LLC | 2,161 | $48K | 0.0% | N/A | 0.149% | |
2/10/2023 | Corrado Advisors LLC | 43,361 | $965K | 0.7% | +220.1% | 2.990% | |
2/10/2023 | Pillar Wealth Advisors LLC | 26,517 | $590K | 0.6% | N/A | 1.829% | |
2/7/2023 | Commonwealth Equity Services LLC | 21,908 | $487K | 0.0% | +18.7% | 1.511% | |
2/7/2023 | Envestnet Asset Management Inc. | 19,067 | $425K | 0.0% | N/A | 1.315% | |
2/3/2023 | Blue Bell Private Wealth Management LLC | 2,215 | $49K | 0.0% | N/A | 0.153% | |
2/3/2023 | U.S. Capital Wealth Advisors LLC | 10,453 | $233K | 0.0% | N/A | 0.721% | |
2/3/2023 | Tradition Wealth Management LLC | 14,637 | $326K | 0.0% | +12.8% | 1.009% | |
1/31/2023 | WPWealth LLP | 85,224 | $1.90M | 1.0% | N/A | 5.878% | |
1/20/2023 | Global Strategic Investment Solutions LLC | 163,123 | $3.63M | 0.2% | +84.6% | 11.022% | |
1/19/2023 | Compass Advisory Group LLC | 14,920 | $349K | 0.2% | -22.0% | 1.008% | |
11/3/2022 | Trustcore Financial Services LLC | 37,000 | $770K | 0.1% | N/A | 2.960% | |
11/2/2022 | Avantax Advisory Services Inc. | 18,763 | $390K | 0.0% | +11.9% | 1.501% | |
10/27/2022 | Global Strategic Investment Solutions LLC | 88,367 | $1.84M | 0.1% | N/A | 7.069% | |
10/20/2022 | Compass Advisory Group LLC | 19,120 | $398K | 0.2% | -23.7% | 1.738% | |
10/14/2022 | FORVIS Wealth Advisors LLC | 53,802 | $1.12M | 0.0% | +118.5% | 5.275% | |
8/5/2022 | OLD Mission Capital LLC | 13,980 | $322K | 0.0% | N/A | 3.679% | |
8/2/2022 | Avantax Advisory Services Inc. | 16,763 | $386K | 0.0% | N/A | 4.411% | |
7/22/2022 | FORVIS Wealth Advisors LLC | 24,626 | $567K | 0.0% | N/A | 6.481% | |
7/14/2022 | Compass Advisory Group LLC | 25,057 | $577K | 0.3% | N/A | 6.594% | |
5/11/2022 | Tradition Wealth Management LLC | 13,380 | $322K | 0.0% | -3.9% | 3.568% | |
2/3/2022 | Advisor Group Holdings Inc. | 9,895 | $247K | 0.0% | N/A | 3.298% | |
2/1/2022 | Dixon Hughes Goodman Wealth Advisors LLC | 34,833 | $869K | 0.3% | N/A | 11.611% | |
1/14/2022 | Corrado Advisors LLC | 14,043 | $350K | 0.2% | N/A | 4.681% | |