11/15/2024 | MML Investors Services LLC | 69,291 | $2.04M | 0.0% | +170.4% | 1.264% | |
11/15/2024 | SageView Advisory Group LLC | 40,975 | $1.21M | 0.1% | +70.6% | 0.748% | |
11/15/2024 | HighTower Advisors LLC | 271,048 | $7.95M | 0.0% | -1.6% | 4.946% | |
11/14/2024 | Tradition Wealth Management LLC | 11,394 | $335K | 0.0% | -20.7% | 0.208% | |
11/14/2024 | First Commonwealth Financial Corp PA | 8,505 | $250K | 0.1% | +7.5% | 0.155% | |
11/13/2024 | WorthPointe LLC | 46,752 | $1.38M | 0.6% | -2.1% | 0.853% | |
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11/12/2024 | Kingsview Wealth Management LLC | 10,144 | $298K | 0.0% | +5.9% | 0.185% | |
11/12/2024 | M Holdings Securities Inc. | 20,663 | $608K | 0.2% | N/A | 0.377% | |
11/6/2024 | Spectrum Investment Advisors Inc. | 7,765 | $228K | 0.2% | -43.8% | 0.142% | |
11/5/2024 | Harbour Investments Inc. | 6,957 | $205K | 0.0% | +22.2% | 0.127% | |
11/1/2024 | Corrado Advisors LLC | 120,406 | $3.54M | 2.2% | -3.1% | 2.197% | |
10/31/2024 | Global Strategic Investment Solutions LLC | 174,066 | $5.12M | 0.6% | -3.1% | 3.176% | |
10/28/2024 | Summit Wealth Partners LLC | 12,599 | $370K | 0.1% | +42.3% | 0.230% | |
10/25/2024 | Strategic Blueprint LLC | 48,325 | $1.42M | 0.1% | -1.4% | 0.882% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 34,515 | $1.02M | 0.0% | +26.0% | 0.630% | |
10/23/2024 | Global Trust Asset Management LLC | 3,700 | $109K | 0.0% | -35.1% | 0.068% | |
10/22/2024 | DHJJ Financial Advisors Ltd. | 18,582 | $546K | 0.2% | +20.9% | 0.339% | |
10/22/2024 | ODonnell Financial Services LLC | 21,351 | $628K | 0.3% | -8.5% | 0.390% | |
10/18/2024 | Stratos Wealth Advisors LLC | 77,052 | $2.27M | 0.1% | -5.1% | 1.406% | |
10/17/2024 | BCS Wealth Management | 27,588 | $811K | 0.3% | +6.2% | 0.503% | |
10/8/2024 | CWM LLC | 4,967 | $146K | 0.0% | +25.3% | 0.091% | |
10/7/2024 | Cypress Financial Planning LLC | 15,197 | $447K | 0.2% | +103.4% | 0.277% | |
9/11/2024 | Summit Wealth Partners LLC | 8,853 | $249K | 0.1% | +10.9% | 0.162% | |
8/22/2024 | Cetera Investment Advisers | 62,164 | $1.75M | 0.0% | -2.5% | 1.134% | |
8/20/2024 | HFG Wealth Management LLC | 113,115 | $3.18M | 2.0% | -67.7% | 2.064% | |
8/16/2024 | Long Island Wealth Management Inc. | 30,805 | $866K | 0.6% | -19.7% | 0.562% | |
8/12/2024 | Blair William & Co. IL | 204,884 | $5.76M | 0.0% | -2.8% | 3.739% | |
8/8/2024 | WPWealth LLP | 11,254 | $316K | 0.1% | N/A | 0.205% | |
8/8/2024 | Wealthgarden F.S. LLC | 8,664 | $244K | 0.3% | N/A | 0.158% | |
7/31/2024 | Spectrum Investment Advisors Inc. | 13,825 | $389K | 0.3% | -93.6% | 0.252% | |
7/31/2024 | Commonwealth Equity Services LLC | 179,285 | $5.04M | 0.0% | -2.6% | 3.272% | |
7/18/2024 | Gradient Investments LLC | 9,063 | $255K | 0.0% | -94.8% | 0.165% | |
7/18/2024 | Miracle Mile Advisors LLC | 12,018 | $338K | 0.0% | -61.8% | 0.219% | |
7/18/2024 | Triad Wealth Partners LLC | 4,659 | $131K | 0.1% | N/A | 0.085% | |
7/17/2024 | Cypress Financial Planning LLC | 7,471 | $210K | 0.1% | N/A | 0.136% | |
7/12/2024 | DHJJ Financial Advisors Ltd. | 15,368 | $432K | 0.2% | -6.1% | 0.280% | |
7/11/2024 | U.S. Capital Wealth Advisors LLC | 8,888 | $250K | 0.0% | -22.9% | 0.162% | |
7/11/2024 | Global Trust Asset Management LLC | 5,700 | $160K | 0.1% | +14.0% | 0.104% | |
7/10/2024 | Lantz Financial LLC | 267,818 | $7.53M | 2.3% | -1.4% | 4.887% | |
6/28/2024 | HFG Wealth Management LLC | 349,681 | $9.87M | 5.8% | +14.1% | 6.381% | |
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5/24/2024 | Cetera Investment Advisers | 63,763 | $1.80M | 0.0% | +562.9% | 1.164% | |
5/10/2024 | Alera Investment Advisors LLC | 19,165 | $541K | 0.1% | -8.1% | 0.350% | |
5/9/2024 | Corrado Advisors LLC | 121,322 | $3.42M | 2.3% | -3.2% | 2.214% | |
5/9/2024 | Blair William & Co. IL | 210,709 | $5.94M | 0.0% | -4.9% | 3.845% | |
5/9/2024 | SageView Advisory Group LLC | 24,012 | $746K | 0.0% | -69.0% | 0.438% | |
5/8/2024 | Avantax Advisory Services Inc. | 28,385 | $801K | 0.0% | -1.6% | 0.518% | |
5/7/2024 | Spectrum Investment Advisors Inc. | 216,465 | $6.11M | 4.5% | +1.3% | 3.950% | |
5/2/2024 | Lincoln National Corp | 90,560 | $2.56M | 0.0% | -63.7% | 1.653% | |
5/1/2024 | Janney Montgomery Scott LLC | 24,358 | $687K | 0.0% | -8.2% | 0.444% | |
4/29/2024 | Commonwealth Equity Services LLC | 184,134 | $5.19M | 0.0% | -2.2% | 3.360% | |
4/29/2024 | Castle Wealth Management LLC | 20,440 | $577K | 0.3% | -25.9% | 0.373% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 15,425 | $435K | 0.0% | -21.9% | 0.281% | |
4/23/2024 | Gradient Investments LLC | 173,346 | $4.89M | 0.1% | -78.6% | 3.163% | |
4/23/2024 | Strategic Blueprint LLC | 49,363 | $1.39M | 0.1% | -1.3% | 0.901% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 45,474 | $1.28M | 0.0% | +11.9% | 0.830% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 98,085 | $2.77M | 0.1% | -11.0% | 1.407% | |
4/18/2024 | Miracle Mile Advisors LLC | 31,476 | $888K | 0.0% | -1.3% | 0.452% | |
4/15/2024 | Brookstone Capital Management | 7,679 | $217K | 0.0% | -43.0% | 0.110% | |
4/15/2024 | Sunbelt Securities Inc. | 3,141 | $89K | 0.0% | -17.8% | 0.045% | |
4/10/2024 | BCS Wealth Management | 26,182 | $739K | 0.2% | -2.4% | 0.376% | |
4/10/2024 | Lantz Financial LLC | 271,715 | $7.67M | 2.5% | -1.0% | 3.898% | |
2/23/2024 | Chicago Partners Investment Group LLC | 8,671 | $233K | 0.0% | N/A | 0.124% | |
2/16/2024 | Secured Retirement Advisors LLC | 14,483 | $393K | 0.4% | N/A | 0.208% | |
2/16/2024 | PCA Investment Advisory Services Inc. | 8,470 | $230K | 0.2% | +5.3% | 0.122% | |
2/12/2024 | Tradition Wealth Management LLC | 15,493 | $420K | 0.0% | -8.5% | 0.222% | |
2/8/2024 | Kingsview Wealth Management LLC | 7,853 | $213K | 0.0% | N/A | 0.113% | |
2/8/2024 | Janney Montgomery Scott LLC | 26,524 | $719K | 0.0% | +18.0% | 0.381% | |
2/7/2024 | Avantax Advisory Services Inc. | 28,860 | $783K | 0.0% | -52.0% | 0.414% | |
2/7/2024 | Spectrum Investment Advisors Inc. | 213,715 | $5.80M | 4.6% | N/A | 3.066% | |
2/7/2024 | Berger Financial Group Inc | 254,013 | $6.89M | 0.7% | -0.4% | 3.644% | |
2/7/2024 | Principal Securities Inc. | 2,850 | $77K | 0.0% | N/A | 0.041% | |
2/7/2024 | Arlington Capital Management Inc. | 7,894 | $214K | 0.2% | N/A | 0.113% | |
2/6/2024 | Lincoln National Corp | 249,590 | $6.77M | 0.1% | +9.4% | 3.581% | |
2/6/2024 | Ifrah Financial Services Inc. | 25,628 | $695K | 0.2% | -6.6% | 0.368% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 15,565 | $422K | 0.0% | -11.4% | 0.223% | |
2/1/2024 | Corrado Advisors LLC | 125,371 | $3.40M | 2.8% | -3.2% | 1.799% | |
1/31/2024 | Castle Wealth Management LLC | 27,589 | $748K | 0.4% | +98.7% | 0.396% | |
1/30/2024 | Private Client Services LLC | 45,967 | $1.25M | 1.0% | N/A | 0.659% | |
1/26/2024 | Cerity Partners LLC | 26,832 | $728K | 0.0% | -26.9% | 0.385% | |
1/25/2024 | RFG Advisory LLC | 72,362 | $1.96M | 0.1% | -1.5% | 1.038% | |
1/25/2024 | Strategic Blueprint LLC | 50,030 | $1.36M | 0.1% | -4.1% | 0.718% | |
1/24/2024 | Stratos Wealth Advisors LLC | 41,889 | $1.14M | 0.1% | N/A | 0.601% | |
1/24/2024 | Allworth Financial LP | 289,089 | $7.84M | 0.1% | -1.3% | 4.148% | |
1/23/2024 | Beacon Financial Advisory LLC | 81,702 | $2.22M | 1.1% | -8.1% | 1.172% | |
1/22/2024 | Miracle Mile Advisors LLC | 31,879 | $865K | 0.0% | -15.5% | 0.457% | |
1/19/2024 | AdvisorNet Financial Inc | 1,556 | $42K | 0.0% | -46.3% | 0.022% | |
1/18/2024 | Gradient Investments LLC | 809,790 | $21.96M | 0.5% | +39.2% | 11.618% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 40,621 | $1.10M | 0.0% | -3.3% | 0.583% | |
1/16/2024 | Raymond James & Associates | 21,646 | $587K | 0.0% | +6.3% | 0.311% | |
1/12/2024 | Global Strategic Investment Solutions LLC | 181,364 | $4.92M | 0.6% | -78.6% | 2.602% | |
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1/12/2024 | Lantz Financial LLC | 274,562 | $7.45M | 2.7% | -0.3% | 3.939% | |
1/11/2024 | Brookstone Capital Management | 13,461 | $365K | 0.0% | -49.6% | 0.193% | |
1/11/2024 | FORVIS Wealth Advisors LLC | 110,163 | $2.99M | 0.1% | -9.0% | 1.581% | |
1/11/2024 | BCS Wealth Management | 26,828 | $728K | 0.3% | +16.6% | 0.385% | |
1/8/2024 | Gill Capital Partners LLC | 10,735 | $291K | 0.1% | -7.6% | 0.154% | |
12/6/2023 | Fragasso Group Inc. | 8,067 | $205K | 0.0% | -29.2% | 0.116% | |
11/13/2023 | Personal CFO Solutions LLC | 12,932 | $329K | 0.1% | N/A | 0.186% | |
11/13/2023 | Kestra Advisory Services LLC | 13,596 | $346K | 0.0% | +67.9% | 0.195% | |
11/9/2023 | Blair William & Co. IL | 226,856 | $5.78M | 0.0% | +101.3% | 3.255% | |
11/8/2023 | HighTower Advisors LLC | 303,081 | $7.71M | 0.0% | +160.2% | 4.348% | |