11/15/2024 | SageView Advisory Group LLC | 113,580 | $3.23M | 0.2% | -40.2% | 1.441% | |
11/15/2024 | HighTower Advisors LLC | 28,732 | $817K | 0.0% | -6.0% | 0.365% | |
11/14/2024 | Tradition Wealth Management LLC | 102,998 | $2.93M | 0.3% | -1.6% | 1.307% | |
11/12/2024 | Kingsview Wealth Management LLC | 16,912 | $481K | 0.0% | -16.6% | 0.215% | |
11/7/2024 | MAI Capital Management | 41,826 | $1.19M | 0.0% | -6.4% | 0.531% | |
11/6/2024 | Straight Path Wealth Management | 14,868 | $422K | 0.2% | +13.7% | 0.189% | |
|
11/4/2024 | Sigma Planning Corp | 13,292 | $378K | 0.0% | -14.6% | 0.169% | |
11/1/2024 | PFS Partners LLC | 285,322 | $8.11M | 4.6% | +3.1% | 3.621% | |
11/1/2024 | Corrado Advisors LLC | 96,242 | $2.74M | 1.7% | -3.5% | 1.221% | |
10/31/2024 | Global Strategic Investment Solutions LLC | 51,459 | $1.46M | 0.2% | -0.8% | 0.653% | |
10/31/2024 | Castle Wealth Management LLC | 12,761 | $363K | 0.1% | -30.1% | 0.162% | |
10/31/2024 | D.B. Root & Company LLC | 9,496 | $270K | 0.1% | -52.1% | 0.121% | |
10/30/2024 | Beacon Financial Advisory LLC | 9,700 | $276K | 0.1% | +22.8% | 0.123% | |
10/30/2024 | Hazlett Burt & Watson Inc. | 16,624 | $473K | 0.2% | +102.0% | 0.211% | |
10/28/2024 | Principal Securities Inc. | 88,164 | $2.51M | 0.1% | -8.6% | 1.119% | |
10/25/2024 | Valmark Advisers Inc. | 18,033 | $512K | 0.0% | +3.3% | 0.229% | |
10/25/2024 | Strategic Blueprint LLC | 155,712 | $4.43M | 0.3% | -1.1% | 1.976% | |
10/23/2024 | Allworth Financial LP | 119,878 | $3.41M | 0.0% | +2.8% | 1.521% | |
10/22/2024 | Chris Bulman Inc | 44,214 | $1.26M | 0.9% | -3.5% | 0.561% | |
10/22/2024 | ODonnell Financial Services LLC | 39,390 | $1.12M | 0.5% | -59.6% | 0.500% | |
10/9/2024 | Maltin Wealth Management Inc. | 10,069 | $286K | 0.1% | N/A | 0.128% | |
10/8/2024 | CWM LLC | 51,433 | $1.46M | 0.0% | +1.0% | 0.653% | |
10/8/2024 | Brookstone Capital Management | 26,142 | $743K | 0.0% | -15.5% | 0.332% | |
10/7/2024 | Miracle Mile Advisors LLC | 717,037 | $20.38M | 0.5% | -4.2% | 9.099% | |
8/22/2024 | Cetera Investment Advisers | 184,076 | $4.98M | 0.0% | +21.5% | 2.336% | |
8/21/2024 | Truist Financial Corp | 33,437 | $904K | 0.0% | +136.3% | 0.424% | |
8/20/2024 | HFG Wealth Management LLC | 659,571 | $17.84M | 11.4% | -5.6% | 8.370% | |
8/16/2024 | Sunbelt Securities Inc. | 3,319 | $90K | 0.0% | +106.1% | 0.042% | |
8/10/2024 | Wealth Alliance | 12,837 | $347K | 0.0% | -23.6% | 0.163% | |
8/8/2024 | WPWealth LLP | 28,833 | $780K | 0.2% | -27.2% | 0.366% | |
8/8/2024 | Hazlett Burt & Watson Inc. | 8,228 | $222K | 0.1% | N/A | 0.104% | |
8/7/2024 | Bright Futures Wealth Management LLC. | 31,759 | $852K | 0.4% | -16.6% | 0.403% | |
8/6/2024 | Chris Bulman Inc | 45,814 | $1.24M | 0.8% | N/A | 0.581% | |
7/31/2024 | Commonwealth Equity Services LLC | 321,201 | $8.69M | 0.0% | +6.6% | 4.076% | |
7/30/2024 | ODonnell Financial Services LLC | 97,609 | $2.64M | 1.2% | -5.8% | 1.239% | |
7/27/2024 | Strategic Blueprint LLC | 157,464 | $4.26M | 0.3% | +2.0% | 1.998% | |
7/26/2024 | Worth Financial Advisory Group LLC | 14,150 | $383K | 0.3% | +34.8% | 0.180% | |
7/18/2024 | Brookstone Capital Management | 30,937 | $854K | 0.0% | -48.1% | 0.393% | |
7/18/2024 | Miracle Mile Advisors LLC | 748,174 | $20.23M | 0.5% | -49.9% | 9.495% | |
7/18/2024 | Fiduciary Financial Group LLC | 29,443 | $815K | 0.2% | N/A | 0.374% | |
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7/17/2024 | AdvisorNet Financial Inc | 20,933 | $566K | 0.1% | +35.0% | 0.266% | |
7/16/2024 | BCS Wealth Management | 28,746 | $777K | 0.4% | +31.7% | 0.365% | |
7/15/2024 | D.B. Root & Company LLC | 19,826 | $536K | 0.2% | N/A | 0.252% | |
7/12/2024 | DHJJ Financial Advisors Ltd. | 14,379 | $389K | 0.2% | +128.3% | 0.182% | |
7/10/2024 | Lantz Financial LLC | 16,025 | $433K | 0.1% | +85.6% | 0.203% | |
7/9/2024 | Fragasso Financial Advisors Inc | 22,770 | $616K | 0.1% | -7.7% | 0.289% | |
6/28/2024 | Bright Futures Wealth Management LLC. | 38,103 | $1.03M | 0.5% | N/A | 0.484% | |
6/28/2024 | HFG Wealth Management LLC | 698,548 | $18.97M | 11.2% | +10.6% | 8.865% | |
5/24/2024 | Cetera Advisors LLC | 121,827 | $3.31M | 0.0% | -8.2% | 1.546% | |
5/24/2024 | Cetera Investment Advisers | 151,561 | $4.12M | 0.0% | N/A | 1.923% | |
5/20/2024 | Bullseye Investment Management LLC | 21,252 | $577K | 0.3% | -22.8% | 0.270% | |
5/16/2024 | WPWealth LLP | 39,616 | $1.08M | 0.3% | -29.0% | 0.503% | |
5/9/2024 | Corrado Advisors LLC | 145,097 | $3.94M | 2.6% | -3.3% | 1.841% | |
5/9/2024 | Kingsview Wealth Management LLC | 13,255 | $360K | 0.0% | -25.0% | 0.168% | |
5/9/2024 | SageView Advisory Group LLC | 46,354 | $1.31M | 0.1% | -60.1% | 0.588% | |
5/8/2024 | Avantax Advisory Services Inc. | 24,470 | $665K | 0.0% | -2.3% | 0.310% | |
5/7/2024 | Pillar Wealth Advisors LLC | 10,935 | $297K | 0.2% | -27.0% | 0.138% | |
5/1/2024 | Janney Montgomery Scott LLC | 16,207 | $440K | 0.0% | -82.7% | 0.205% | |
4/29/2024 | Commonwealth Equity Services LLC | 301,436 | $8.19M | 0.0% | -68.6% | 3.816% | |
4/23/2024 | Strategic Blueprint LLC | 154,408 | $4.19M | 0.3% | +2.6% | 1.955% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 105,670 | $2.87M | 0.1% | -2.9% | 1.031% | |
4/18/2024 | Miracle Mile Advisors LLC | 1,494,559 | $40.59M | 1.0% | -12.8% | 14.581% | |
4/15/2024 | Brookstone Capital Management | 59,575 | $1.62M | 0.0% | +18.2% | 0.581% | |
4/10/2024 | BCS Wealth Management | 21,819 | $593K | 0.2% | +1.8% | 0.213% | |
3/6/2024 | SageView Advisory Group LLC | 116,197 | $2.99M | 0.1% | +15.6% | 1.134% | |
2/15/2024 | Financial Network Wealth Advisors LLC | 11,891 | $306K | 0.3% | N/A | 0.116% | |
2/14/2024 | Personal CFO Solutions LLC | 412,922 | $10.62M | 1.8% | -1.2% | 4.029% | |
2/12/2024 | Tradition Wealth Management LLC | 106,074 | $2.73M | 0.3% | -3.3% | 1.035% | |
2/9/2024 | SageView Advisory Group LLC | 116,197 | $2.99M | 0.1% | +15.6% | 1.134% | |
2/8/2024 | Janney Montgomery Scott LLC | 93,442 | $2.40M | 0.0% | -3.6% | 0.912% | |
2/7/2024 | Avantax Advisory Services Inc. | 25,055 | $645K | 0.0% | -60.2% | 0.244% | |
2/7/2024 | Berger Financial Group Inc | 34,728 | $894K | 0.1% | -10.4% | 0.339% | |
2/7/2024 | Principal Securities Inc. | 23,212 | $597K | 0.0% | N/A | 0.226% | |
2/7/2024 | Arlington Capital Management Inc. | 8,015 | $206K | 0.2% | N/A | 0.078% | |
2/6/2024 | Lincoln National Corp | 57,378 | $1.48M | 0.0% | -21.6% | 0.560% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 7,818 | $201K | 0.0% | N/A | 0.076% | |
2/6/2024 | Commonwealth Equity Services LLC | 958,782 | $24.67M | 0.0% | -5.7% | 9.354% | |
2/2/2024 | ODonnell Financial Services LLC | 103,784 | $2.67M | 1.3% | -0.5% | 1.013% | |
2/2/2024 | Truist Financial Corp | 22,925 | $590K | 0.0% | -8.5% | 0.224% | |
2/1/2024 | Corrado Advisors LLC | 149,972 | $3.86M | 3.2% | -2.4% | 1.463% | |
2/1/2024 | CWM LLC | 49,027 | $1.26M | 0.0% | +16.6% | 0.478% | |
1/25/2024 | Strategic Blueprint LLC | 150,493 | $3.87M | 0.3% | +1.3% | 1.468% | |
1/24/2024 | Stratos Wealth Advisors LLC | 30,890 | $795K | 0.0% | -6.0% | 0.301% | |
1/23/2024 | Straight Path Wealth Management | 12,742 | $328K | 0.2% | +6.7% | 0.124% | |
1/23/2024 | Beacon Financial Advisory LLC | 10,885 | $280K | 0.1% | N/A | 0.106% | |
1/22/2024 | Miracle Mile Advisors LLC | 1,713,100 | $44.08M | 1.2% | -3.0% | 16.713% | |
1/16/2024 | 3EDGE Asset Management LP | 23,868 | $614K | 0.0% | -15.1% | 0.233% | |
1/12/2024 | SMI Advisory Services LLC | 2,200,083 | $56.17M | 14.2% | N/A | 21.464% | |
1/12/2024 | Global Strategic Investment Solutions LLC | 78,289 | $2.01M | 0.2% | -8.5% | 0.764% | |
1/11/2024 | Brookstone Capital Management | 50,382 | $1.30M | 0.0% | -22.0% | 0.492% | |
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1/11/2024 | FORVIS Wealth Advisors LLC | 108,853 | $2.80M | 0.1% | -10.0% | 1.062% | |
1/11/2024 | BCS Wealth Management | 21,425 | $551K | 0.2% | -3.0% | 0.209% | |
1/8/2024 | Fragasso Group Inc. | 24,658 | $634K | 0.1% | -1.6% | 0.241% | |
11/13/2023 | Personal CFO Solutions LLC | 418,066 | $10.10M | 2.0% | -0.9% | 4.079% | |
11/13/2023 | Kestra Advisory Services LLC | 20,788 | $502K | 0.0% | +2.5% | 0.203% | |
11/8/2023 | HighTower Advisors LLC | 33,191 | $803K | 0.0% | -93.8% | 0.324% | |
11/8/2023 | Janney Montgomery Scott LLC | 96,928 | $2.34M | 0.0% | -0.6% | 0.946% | |
11/8/2023 | Avantax Advisory Services Inc. | 62,930 | $1.52M | 0.0% | +1.1% | 0.614% | |
11/6/2023 | Sigma Planning Corp | 17,543 | $424K | 0.0% | -33.6% | 0.171% | |
11/6/2023 | Corrado Advisors LLC | 153,691 | $3.71M | 2.6% | -1.0% | 1.499% | |