11/15/2024 | MML Investors Services LLC | 5,946 | $205K | 0.0% | N/A | 0.136% | |
11/12/2024 | Centaurus Financial Inc. | 138,954 | $4.80M | 0.3% | -9.6% | 3.172% | |
11/8/2024 | Moors & Cabot Inc. | 10,750 | $371K | 0.0% | +74.8% | 0.245% | |
11/6/2024 | BCGM Wealth Management LLC | 11,017 | $381K | 0.1% | N/A | 0.252% | |
11/5/2024 | First Heartland Consultants Inc. | 6,540 | $226K | 0.0% | +5.1% | 0.149% | |
11/5/2024 | Harbour Investments Inc. | 21,016 | $726K | 0.0% | +98.9% | 0.480% | |
|
10/29/2024 | Farther Finance Advisors LLC | 13,698 | $473K | 0.0% | +151.8% | 0.313% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 1,167 | $40K | 0.0% | N/A | 0.027% | |
10/28/2024 | Focus Financial Network Inc. | 26,079 | $901K | 0.0% | +12.3% | 0.595% | |
10/25/2024 | Strategic Blueprint LLC | 239,713 | $8.28M | 0.5% | -12.4% | 5.473% | |
10/24/2024 | FSA Advisors Inc. | 6,786 | $226K | 0.2% | N/A | 0.155% | |
10/23/2024 | Outlook Wealth Advisors LLC | 120,687 | $4.17M | 1.2% | +0.4% | 2.755% | |
10/23/2024 | Great Lakes Retirement Inc. | 44,526 | $1.54M | 0.2% | -2.3% | 1.017% | |
10/22/2024 | DHJJ Financial Advisors Ltd. | 7,875 | $272K | 0.1% | -7.1% | 0.180% | |
10/22/2024 | Elevated Capital Advisors LLC | 43,802 | $1.51M | 0.4% | N/A | 1.000% | |
10/21/2024 | Kaye Capital Management | 92,484 | $3.19M | 1.3% | N/A | 2.112% | |
10/18/2024 | Commonwealth Equity Services LLC | 1,471,569 | $50.83M | 0.1% | +5.8% | 33.597% | |
10/16/2024 | B.O.S.S. Retirement Advisors LLC | 17,892 | $618K | 0.1% | +71.8% | 0.408% | |
10/15/2024 | American Asset Management Inc. | 161,308 | $5.57M | 6.0% | -0.5% | 3.683% | |
10/9/2024 | Castle Rock Wealth Management LLC | 25,571 | $880K | 0.2% | N/A | 0.584% | |
10/4/2024 | HBW Advisory Services LLC | 13,195 | $456K | 0.1% | N/A | 0.301% | |
10/2/2024 | Mid American Wealth Advisory Group Inc. | 281,077 | $9.71M | 6.1% | N/A | 6.417% | |
9/23/2024 | Centaurus Financial Inc. | 153,690 | $5.12M | 0.3% | -28.2% | 3.509% | |
8/22/2024 | Cetera Investment Advisers | 183,949 | $6.13M | 0.0% | -6.5% | 4.200% | |
8/16/2024 | Long Island Wealth Management Inc. | 52,059 | $1.73M | 1.2% | -1.0% | 1.189% | |
8/13/2024 | AE Wealth Management LLC | 1,291,188 | $43.01M | 0.4% | +8,183.7% | 29.479% | |
8/8/2024 | Envestnet Asset Management Inc. | 58,337 | $1.94M | 0.0% | -6.3% | 1.332% | |
8/6/2024 | Lloyd Advisory Services LLC. | 234,697 | $7.82M | 3.7% | N/A | 5.358% | |
7/31/2024 | Commonwealth Equity Services LLC | 1,391,009 | $46.34M | 0.1% | +0.2% | 31.758% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 27,217 | $907K | 0.1% | -4.7% | 0.621% | |
7/27/2024 | Strategic Blueprint LLC | 273,727 | $9.12M | 0.6% | +3.2% | 6.249% | |
7/26/2024 | Harbour Investments Inc. | 10,567 | $352K | 0.0% | +9.3% | 0.241% | |
7/25/2024 | First Heartland Consultants Inc. | 6,220 | $207K | 0.0% | -6.1% | 0.142% | |
7/25/2024 | Pineridge Advisors LLC | 1,294 | $43K | 0.0% | +212.6% | 0.030% | |
7/25/2024 | POM Investment Strategies LLC | 12,593 | $419K | 0.3% | N/A | 0.288% | |
7/22/2024 | Atria Wealth Solutions Inc. | 67,102 | $2.24M | 0.0% | +47.3% | 1.532% | |
7/22/2024 | Focus Financial Network Inc. | 23,217 | $782K | 0.0% | +14.0% | 0.530% | |
7/18/2024 | Outlook Wealth Advisors LLC | 120,171 | $4.00M | 1.2% | N/A | 2.744% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 16,970 | $565K | 0.0% | +28.9% | 0.387% | |
7/15/2024 | American Asset Management Inc. | 162,117 | $5.40M | 6.4% | N/A | 3.701% | |
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7/15/2024 | RFG Advisory LLC | 14,976 | $499K | 0.0% | -2.0% | 0.342% | |
7/12/2024 | Diversify Advisory Services LLC | 41,501 | $1.40M | 0.1% | N/A | 0.948% | |
7/12/2024 | DHJJ Financial Advisors Ltd. | 8,475 | $282K | 0.1% | -5.2% | 0.193% | |
7/10/2024 | Csenge Advisory Group | 18,903 | $630K | 0.0% | +72.3% | 0.432% | |
5/24/2024 | Cetera Advisors LLC | 32,411 | $1.06M | 0.0% | -52.5% | 0.740% | |
5/24/2024 | Cetera Investment Advisers | 196,746 | $6.42M | 0.0% | +116.1% | 4.492% | |
5/10/2024 | Osaic Holdings Inc. | 368,127 | $12.01M | 0.0% | -33.0% | 8.217% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 13,162 | $429K | 0.0% | +16.8% | 0.294% | |
5/4/2024 | Csenge Advisory Group | 10,973 | $358K | 0.0% | -21.4% | 0.245% | |
4/29/2024 | Commonwealth Equity Services LLC | 1,387,880 | $45.26M | 0.1% | -6.8% | 30.979% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 28,565 | $932K | 0.1% | -27.5% | 0.610% | |
4/23/2024 | Strategic Blueprint LLC | 265,277 | $8.65M | 0.6% | +6.9% | 5.668% | |
4/23/2024 | Accurate Wealth Management LLC | 7,040 | $226K | 0.1% | -8.0% | 0.150% | |
4/11/2024 | RFG Advisory LLC | 15,278 | $498K | 0.0% | -88.0% | 0.326% | |
3/1/2024 | Pineridge Advisors LLC | 1,665 | $52K | 0.0% | N/A | 0.024% | |
2/26/2024 | Centaurus Financial Inc. | 216,018 | $6.74M | 0.5% | -1.8% | 3.167% | |
2/13/2024 | Cetera Advisor Networks LLC | 188,597 | $5.88M | 0.0% | +5.8% | 2.765% | |
2/13/2024 | Lloyd Advisory Services LLC. | 70,931 | $2.21M | 1.0% | N/A | 1.040% | |
2/12/2024 | Focus Financial Network Inc. ADV | 20,371 | $636K | 0.0% | N/A | 0.299% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 39,402 | $1.23M | 0.1% | -5.3% | 0.578% | |
2/8/2024 | First Heartland Consultants Inc. | 6,625 | $207K | 0.0% | -4.5% | 0.097% | |
2/7/2024 | Avantax Advisory Services Inc. | 7,324 | $229K | 0.0% | -23.5% | 0.107% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 11,269 | $352K | 0.0% | N/A | 0.165% | |
2/6/2024 | Commonwealth Equity Services LLC | 1,489,088 | $46.46M | 0.1% | -4.6% | 21.834% | |
2/2/2024 | Atria Wealth Solutions Inc. | 58,638 | $1.83M | 0.0% | -0.9% | 0.860% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 8,987 | $280K | 0.1% | -5.3% | 0.132% | |
1/29/2024 | Outlook Wealth Advisors LLC | 51,156 | $1.60M | 0.6% | +120.7% | 0.750% | |
1/29/2024 | Koshinski Asset Management Inc. | 11,330 | $353K | 0.1% | N/A | 0.166% | |
1/29/2024 | Compass Advisory Group LLC | 56,276 | $1.76M | 0.8% | +8.7% | 0.825% | |
1/26/2024 | B.O.S.S. Retirement Advisors LLC | 120,791 | $3.77M | 0.7% | -5.0% | 1.771% | |
1/25/2024 | RFG Advisory LLC | 127,584 | $3.98M | 0.2% | -1.8% | 1.871% | |
1/25/2024 | Strategic Blueprint LLC | 248,094 | $7.74M | 0.6% | +4.1% | 3.638% | |
1/18/2024 | Great Lakes Retirement Inc. | 25,005 | $780K | 0.1% | -10.8% | 0.367% | |
1/16/2024 | Kingswood Wealth Advisors LLC | 7,075 | $221K | 0.0% | N/A | 0.104% | |
1/8/2024 | B.O.S.S. Retirement Advisors LLC | 120,269 | $3.53M | 0.7% | -5.4% | 1.763% | |
1/5/2024 | WealthPLAN Partners LLC | 18,349 | $572K | 0.1% | +14.2% | 0.269% | |
11/16/2023 | Harbour Investments Inc. | 10,885 | $320K | 0.0% | +13.9% | 0.160% | |
11/15/2023 | WealthPlan Investment Management LLC | 16,073 | $472K | 0.1% | +229,514.3% | 0.236% | |
11/13/2023 | Wealthsource Partners LLC | 42,437 | $1.25M | 0.1% | +2.3% | 0.622% | |
11/13/2023 | Kestra Advisory Services LLC | 169,052 | $4.97M | 0.0% | +46.8% | 2.479% | |
11/9/2023 | First Heartland Consultants Inc. | 6,940 | $204K | 0.0% | N/A | 0.102% | |
11/8/2023 | Atria Wealth Solutions Inc. | 59,184 | $1.74M | 0.0% | +48.3% | 0.868% | |
11/8/2023 | Avantax Advisory Services Inc. | 9,570 | $281K | 0.0% | N/A | 0.140% | |
11/6/2023 | Authentikos Wealth Advisory LLC | 43,195 | $1.27M | 1.2% | -6.0% | 0.633% | |
11/6/2023 | Lincoln National Corp | 22,413 | $659K | 0.0% | +9.8% | 0.329% | |
11/2/2023 | WealthPlan Investment Management LLC | 16,073 | $472K | 0.1% | +229,514.3% | 0.236% | |
11/1/2023 | Csenge Advisory Group | 15,015 | $441K | 0.0% | N/A | 0.220% | |
10/24/2023 | Compass Advisory Group LLC | 51,768 | $1.52M | 0.8% | +115.3% | 0.759% | |
10/23/2023 | Accurate Wealth Management LLC | 7,650 | $227K | 0.1% | N/A | 0.112% | |
10/23/2023 | Commonwealth Equity Services LLC | 1,560,520 | $45.85M | 0.1% | +27.0% | 22.882% | |
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10/18/2023 | Strategic Blueprint LLC | 238,428 | $7.01M | 0.6% | +43.3% | 3.496% | |
10/17/2023 | B.O.S.S. Retirement Advisors LLC | 127,148 | $3.74M | 0.8% | +1.7% | 1.864% | |
10/17/2023 | Impact Partnership Wealth LLC | 3,451 | $101K | 0.0% | +34.3% | 0.051% | |
10/16/2023 | RFG Advisory LLC | 129,963 | $3.82M | 0.2% | N/A | 1.906% | |
10/12/2023 | AdvisorNet Financial Inc | 4,453 | $131K | 0.0% | +186.7% | 0.065% | |
10/11/2023 | AE Wealth Management LLC | 1,649,547 | $48.47M | 0.3% | +8.6% | 24.187% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 9,485 | $279K | 0.1% | -6.5% | 0.139% | |
10/10/2023 | Outlook Wealth Advisors LLC | 23,182 | $681K | 0.3% | +3.3% | 0.340% | |
8/11/2023 | Kestra Advisory Services LLC | 115,141 | $3.43M | 0.0% | +194.1% | 1.688% | |
8/10/2023 | Osaic Holdings Inc. | 298,285 | $8.89M | 0.0% | -24.0% | 4.374% | |