10/25/2024 | Diversify Wealth Management LLC | 7,866 | $249K | 0.0% | N/A | 0.271% | |
10/24/2024 | Modera Wealth Management LLC | 13,020 | $411K | 0.0% | -5.9% | 0.449% | |
10/15/2024 | Occidental Asset Management LLC | 6,750 | $213K | 0.0% | N/A | 0.233% | |
8/22/2024 | Cetera Investment Advisers | 41,996 | $1.28M | 0.0% | +3.2% | 1.448% | |
8/16/2024 | Sunbelt Securities Inc. | 243,616 | $7.43M | 0.8% | +3.6% | 8.401% | |
8/8/2024 | Wealthgarden F.S. LLC | 25,267 | $770K | 0.8% | N/A | 0.871% | |
|
8/6/2024 | Chris Bulman Inc | 3,496 | $107K | 0.1% | N/A | 0.121% | |
8/1/2024 | Aire Advisors LLC | 196,261 | $5.82M | 1.3% | -48.1% | 6.768% | |
7/31/2024 | Commonwealth Equity Services LLC | 279,000 | $8.50M | 0.0% | -1.0% | 9.621% | |
7/26/2024 | Harbour Investments Inc. | 9,775 | $298K | 0.0% | +38.3% | 0.337% | |
7/22/2024 | Atria Wealth Solutions Inc. | 42,072 | $1.28M | 0.0% | +443.2% | 1.451% | |
7/22/2024 | Krilogy Financial LLC | 185,425 | $5.65M | 0.4% | -10.1% | 6.394% | |
7/19/2024 | KFG Wealth Management LLC | 507,279 | $15.46M | 6.1% | +7.3% | 17.492% | |
6/21/2024 | Cape Investment Advisory Inc. | 8,504 | $251K | 0.1% | -28.6% | 0.293% | |
5/3/2024 | Southern Capital Advisors LLC | 20,077 | $592K | 0.4% | +43.8% | 0.697% | |
5/1/2024 | Stegent Equity Advisors Inc. | 46,469 | $1.37M | 1.4% | -23.9% | 1.614% | |
5/1/2024 | Lineweaver Wealth Advisors LLC | 196,560 | $5.80M | 1.4% | +8.6% | 6.825% | |
4/29/2024 | Commonwealth Equity Services LLC | 281,741 | $8.31M | 0.0% | +5.6% | 9.783% | |
4/24/2024 | Krilogy Financial LLC | 206,150 | $6.08M | 0.5% | -14.5% | 7.158% | |
4/19/2024 | KFG Wealth Management LLC | 472,811 | $13.95M | 5.7% | +3.5% | 16.417% | |
4/15/2024 | Sunbelt Securities Inc. | 235,098 | $6.94M | 0.8% | -19.6% | 8.163% | |
2/12/2024 | Tradition Wealth Management LLC | 41,260 | $1.16M | 0.1% | -1.0% | 1.517% | |
2/12/2024 | Cape Investment Advisory Inc. | 11,904 | $336K | 0.2% | +14.4% | 0.438% | |
2/5/2024 | Stegent Equity Advisors Inc. | 61,024 | $1.72M | 2.0% | -7.8% | 2.244% | |
2/2/2024 | Atria Wealth Solutions Inc. | 7,185 | $203K | 0.0% | N/A | 0.264% | |
1/31/2024 | KFG Wealth Management LLC | 456,987 | $12.89M | 5.9% | +12.2% | 16.801% | |
1/29/2024 | Aire Advisors LLC | 375,848 | $10.60M | 2.6% | -0.1% | 13.818% | |
1/26/2024 | Krilogy Financial LLC | 241,100 | $6.80M | 0.6% | +13.0% | 8.864% | |
1/19/2024 | Lineweaver Wealth Advisors LLC | 180,987 | $5.11M | 1.3% | +8.1% | 6.654% | |
1/17/2024 | Cambridge Advisors Inc. | 28,722 | $810K | 0.2% | +4.7% | 1.056% | |
12/11/2023 | Sunbelt Securities Inc. | 269,944 | $7.20M | 1.0% | +3.2% | 9.924% | |
11/7/2023 | Cape Investment Advisory Inc. | 10,404 | $277K | 0.2% | N/A | 0.383% | |
11/6/2023 | Sigma Planning Corp | 191,031 | $5.09M | 0.2% | -1.2% | 7.023% | |
11/1/2023 | Krilogy Financial LLC | 213,330 | $5.69M | 0.5% | +2.9% | 7.843% | |
10/30/2023 | Aire Advisors LLC | 376,320 | $10.03M | 2.7% | +12.3% | 13.835% | |
10/25/2023 | Stegent Equity Advisors Inc. | 66,185 | $1.76M | 2.2% | -4.2% | 2.433% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 14,984 | $399K | 0.0% | N/A | 0.551% | |
10/23/2023 | Commonwealth Equity Services LLC | 242,672 | $6.47M | 0.0% | +1.8% | 8.922% | |
10/20/2023 | Lineweaver Wealth Advisors LLC | 167,460 | $4.46M | 1.3% | N/A | 6.157% | |
10/17/2023 | KFG Wealth Management LLC | 407,455 | $10.86M | 5.9% | +2.2% | 14.980% | |
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10/13/2023 | Arkadios Wealth Advisors | 8,130 | $217K | 0.0% | -6.9% | 0.299% | |
8/16/2023 | Sunbelt Securities Inc. | 261,568 | $7.14M | 1.0% | +5.7% | 9.616% | |
8/10/2023 | Osaic Holdings Inc. | 137,492 | $3.75M | 0.0% | +6.2% | 5.055% | |
8/10/2023 | Commonwealth Equity Services LLC | 238,378 | $6.51M | 0.0% | +6.6% | 8.764% | |
8/10/2023 | Cetera Investment Advisers | 15,268 | $417K | 0.0% | +20.6% | 0.561% | |
8/7/2023 | Modera Wealth Management LLC | 13,842 | $378K | 0.0% | N/A | 0.509% | |
8/7/2023 | Stegent Equity Advisors Inc. | 69,117 | $1.89M | 2.1% | -10.3% | 2.541% | |
8/4/2023 | Envestnet Asset Management Inc. | 93,142 | $2.54M | 0.0% | +6.6% | 3.424% | |
8/4/2023 | IFP Advisors Inc | 12,761 | $326K | 0.0% | +10.4% | 0.469% | |
8/3/2023 | Southern Capital Advisors LLC | 14,000 | $382K | 0.3% | -3.4% | 0.515% | |
8/2/2023 | Aire Advisors LLC | 335,210 | $9.19M | 2.4% | +4.8% | 12.324% | |
8/2/2023 | Sigma Planning Corp | 193,357 | $5.28M | 0.2% | +0.3% | 7.109% | |
7/19/2023 | Krilogy Financial LLC | 207,375 | $5.66M | 0.5% | +18.8% | 7.976% | |
7/18/2023 | KFG Wealth Management LLC | 398,737 | $10.89M | 6.4% | +17.7% | 15.336% | |
7/13/2023 | Cambridge Advisors Inc. | 27,422 | $749K | 0.2% | +1.4% | 1.055% | |
5/17/2023 | Sunbelt Securities Inc. | 247,542 | $6.38M | 1.0% | +1,505.6% | 10.229% | |
5/12/2023 | Tradition Wealth Management LLC | 55,190 | $1.43M | 0.2% | +8.9% | 2.281% | |
5/11/2023 | Commonwealth Equity Services LLC | 223,583 | $5.81M | 0.0% | +7.0% | 9.239% | |
5/8/2023 | Sigma Planning Corp | 192,848 | $5.01M | 0.2% | -3.7% | 7.969% | |
5/3/2023 | Krilogy Financial LLC | 174,630 | $4.54M | 0.4% | -3.0% | 7.216% | |
5/2/2023 | Arkadios Wealth Advisors | 9,330 | $242K | 0.0% | N/A | 0.386% | |
4/27/2023 | Southern Capital Advisors LLC | 14,486 | $376K | 0.3% | N/A | 0.599% | |
4/18/2023 | IFP Advisors Inc | 11,561 | $295K | 0.0% | +9.5% | 0.478% | |
4/18/2023 | Stegent Equity Advisors Inc. | 77,016 | $2M | 2.0% | +32.7% | 3.182% | |
4/14/2023 | KFG Wealth Management LLC | 338,798 | $8.84M | 6.1% | +169.9% | 14.000% | |
4/13/2023 | Cambridge Advisors Inc. | 27,047 | $702K | 0.2% | +64.9% | 1.546% | |
3/6/2023 | OLD Mission Capital LLC | 8,565 | $213K | 0.0% | N/A | 0.513% | |
2/10/2023 | Advisor Group Holdings Inc. | 146,726 | $3.64M | 0.0% | +38.4% | 8.786% | |
2/8/2023 | Sunbelt Securities Inc. | 15,417 | $383K | 0.1% | +54.3% | 0.923% | |
2/7/2023 | Commonwealth Equity Services LLC | 208,915 | $5.19M | 0.0% | +20.4% | 12.510% | |
2/7/2023 | IFP Advisors Inc | 10,559 | $270K | 0.0% | +391.6% | 0.632% | |
2/7/2023 | Envestnet Asset Management Inc. | 82,508 | $2.05M | 0.0% | +31.5% | 4.941% | |
2/3/2023 | Tradition Wealth Management LLC | 50,681 | $1.26M | 0.2% | +29.4% | 3.035% | |
2/2/2023 | Stegent Equity Advisors Inc. | 58,030 | $1.44M | 1.7% | -19.7% | 3.475% | |
1/24/2023 | Sigma Planning Corp | 200,254 | $4.97M | 0.2% | +0.7% | 11.991% | |
1/23/2023 | Cambridge Advisors Inc. | 16,405 | $407K | 0.1% | N/A | 0.982% | |
1/18/2023 | KFG Wealth Management LLC | 125,523 | $3.12M | 3.2% | N/A | 7.607% | |
11/21/2022 | Sunbelt Securities Inc. | 9,990 | $236K | 0.0% | N/A | 0.724% | |
11/15/2022 | Commonwealth Equity Services LLC | 173,557 | $4.09M | 0.0% | +73.7% | 12.577% | |
11/10/2022 | Sigma Planning Corp | 198,875 | $4.69M | 0.2% | N/A | 14.411% | |
11/8/2022 | IFP Advisors Inc | 2,148 | $56K | 0.0% | N/A | 0.156% | |
10/21/2022 | Stegent Equity Advisors Inc. | 72,249 | $1.70M | 2.6% | +26.2% | 5.235% | |
10/14/2022 | Retirement Planning Group | 32,025 | $755K | 0.1% | -15.1% | 2.321% | |
10/6/2022 | Krilogy Financial LLC | 154,890 | $3.65M | 0.4% | N/A | 11.915% | |
8/13/2022 | Pensionmark Financial Group LLC | 11,868 | $301K | 0.1% | N/A | 1.396% | |
8/5/2022 | OLD Mission Capital LLC | 24,695 | $598K | 0.0% | +69.0% | 2.905% | |
8/3/2022 | Envestnet Asset Management Inc. | 58,246 | $1.41M | 0.0% | N/A | 6.852% | |
8/2/2022 | Tradition Wealth Management LLC | 26,488 | $642K | 0.1% | +4,647.0% | 3.116% | |
7/19/2022 | Commonwealth Equity Services LLC | 99,920 | $2.42M | 0.0% | N/A | 12.490% | |
7/18/2022 | Cambridge Advisors Inc. | 8,400 | $204K | 0.1% | N/A | 1.050% | |
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7/13/2022 | Retirement Planning Group | 37,715 | $914K | 0.1% | N/A | 4.714% | |
5/2/2022 | Arkadios Wealth Advisors | 8,100 | $216K | 0.0% | N/A | 2.492% | |