4/17/2025 | Authentikos Wealth Advisory LLC | 218,804 | $6.77M | 5.6% | +2,749.4% | 10.673% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 8,786 | $272K | 0.0% | N/A | 0.429% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 211,420 | $6.54M | 0.0% | -14.6% | 7.551% | |
4/10/2025 | Park Edge Advisors LLC | 49,618 | $1.54M | 0.4% | N/A | 1.772% | |
4/9/2025 | Fiduciary Alliance LLC | 21,829 | $675K | 0.1% | -3.0% | 0.780% | |
2/14/2025 | Jane Street Group LLC | 7,424 | $248K | 0.0% | N/A | 0.230% | |
2/14/2025 | Bison Wealth LLC | 10,456 | $349K | 0.1% | -71.4% | 0.324% | |
2/13/2025 | Insigneo Advisory Services LLC | 16,273 | $543K | 0.1% | +64.3% | 0.504% | |
2/12/2025 | OLD Mission Capital LLC | 18,194 | $607K | 0.0% | +7.2% | 0.563% | |
2/11/2025 | LPL Financial LLC | 18,249 | $609K | 0.0% | +43.8% | 0.565% | |
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2/10/2025 | Axxcess Wealth Management LLC | 284,816 | $9.51M | 0.2% | N/A | 8.818% | |
2/10/2025 | Ironsides Asset Advisors LLC | 79,133 | $2.64M | 0.8% | +29.5% | 2.450% | |
2/10/2025 | Commonwealth Equity Services LLC | 113,758 | $3.80M | 0.0% | +82.8% | 3.522% | |
2/10/2025 | Austin Wealth Management LLC | 105,591 | $3.61M | 0.7% | -6.4% | 3.269% | |
2/10/2025 | Farther Finance Advisors LLC | 2,184 | $73K | 0.0% | N/A | 0.068% | |
2/7/2025 | HighTower Advisors LLC | 528,211 | $17.63M | 0.0% | +10.3% | 16.353% | |
2/7/2025 | Sollinda Capital Management LLC | 599,044 | $19.99M | 5.5% | N/A | 18.546% | |
2/6/2025 | Ethos Financial Group LLC | 212,366 | $7.09M | 0.9% | +240.9% | 6.575% | |
2/3/2025 | Lloyd Advisory Services LLC. | 48,636 | $1.62M | 0.8% | -5.2% | 1.506% | |
1/29/2025 | Howard Bailey Securities LLC | 12,530 | $418K | 0.2% | -11.6% | 0.388% | |
1/29/2025 | Great Lakes Retirement Inc. | 10,059 | $336K | 0.0% | -5.8% | 0.311% | |
1/28/2025 | Almanack Investment Partners LLC. | 142,651 | $4.76M | 0.7% | +4.8% | 4.416% | |
1/23/2025 | Ridgepath Capital Management LLC | 284,816 | $9.51M | 4.4% | N/A | 8.818% | |
1/21/2025 | B.O.S.S. Retirement Advisors LLC | 25,687 | $857K | 0.2% | N/A | 0.795% | |
1/17/2025 | Atomi Financial Group Inc. | 45,323 | $1.51M | 0.1% | N/A | 1.403% | |
1/13/2025 | Elevated Capital Advisors LLC | 17,721 | $591K | 0.2% | +26.7% | 0.549% | |
1/13/2025 | Fiduciary Alliance LLC | 22,504 | $751K | 0.1% | N/A | 0.697% | |
11/15/2024 | HighTower Advisors LLC | 479,052 | $16.03M | 0.0% | +80.5% | 14.831% | |
10/31/2024 | Ironsides Asset Advisors LLC | 61,083 | $2.04M | 0.6% | +41.1% | 1.891% | |
10/31/2024 | Financial Enhancement Group LLC | 26,368 | $883K | 0.2% | +36.2% | 0.816% | |
10/28/2024 | Austin Wealth Management LLC | 112,777 | $3.74M | 0.8% | -2.5% | 3.492% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 247,853 | $8.30M | 0.0% | -0.1% | 7.673% | |
10/22/2024 | Elevated Capital Advisors LLC | 13,989 | $468K | 0.1% | +84.7% | 0.433% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 8,786 | $294K | 0.0% | -3.5% | 0.272% | |
8/14/2024 | Insigneo Advisory Services LLC | 9,903 | $319K | 0.0% | -49.9% | 0.307% | |
8/13/2024 | AE Wealth Management LLC | 139,116 | $4.50M | 0.0% | +1.6% | 4.307% | |
8/10/2024 | Axxcess Wealth Management LLC | 388,428 | $12.55M | 0.3% | -0.5% | 12.026% | |
8/6/2024 | Lloyd Advisory Services LLC. | 51,346 | $1.66M | 0.8% | N/A | 1.590% | |
8/2/2024 | Financial Enhancement Group LLC | 19,366 | $626K | 0.1% | +13.1% | 0.600% | |
8/1/2024 | Elevated Capital Advisors LLC | 7,575 | $245K | 0.1% | N/A | 0.235% | |
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7/31/2024 | Sollinda Capital Management LLC | 489,457 | $15.82M | 4.8% | +26.8% | 15.153% | |
7/31/2024 | Austin Wealth Management LLC | 115,625 | $3.83M | 0.9% | -1.0% | 3.580% | |
7/31/2024 | Commonwealth Equity Services LLC | 53,916 | $1.74M | 0.0% | N/A | 1.669% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 248,220 | $8.02M | 0.0% | -5.0% | 7.685% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 9,106 | $294K | 0.0% | -68.0% | 0.282% | |
7/1/2024 | Kathmere Capital Management LLC | 8,165 | $264K | 0.0% | +6.0% | 0.253% | |
5/23/2024 | Austin Wealth Management LLC | 116,793 | $3.69M | 0.9% | +1.1% | 3.616% | |
5/14/2024 | Axxcess Wealth Management LLC | 390,278 | $12.13M | 0.3% | +12.0% | 12.273% | |
5/11/2024 | Ironsides Asset Advisors LLC | 38,833 | $1.21M | 0.4% | +12.4% | 1.221% | |
5/9/2024 | Great Lakes Retirement Inc. | 12,117 | $377K | 0.1% | -6.1% | 0.381% | |
5/2/2024 | Almanack Investment Partners LLC. | 132,728 | $4.13M | 0.7% | N/A | 4.174% | |
4/25/2024 | Capital Investment Advisory Services LLC | 43,563 | $1.35M | 0.1% | +438.6% | 1.370% | |
4/22/2024 | Sollinda Capital Management LLC | 385,915 | $12.00M | 3.7% | N/A | 12.136% | |
4/16/2024 | Kathmere Capital Management LLC | 7,701 | $239K | 0.0% | -5.7% | 0.242% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 261,357 | $8.13M | 0.0% | -3.7% | 8.219% | |
4/15/2024 | Financial Enhancement Group LLC | 17,130 | $525K | 0.1% | -9.7% | 0.539% | |
2/21/2024 | Austin Wealth Management LLC | 115,497 | $3.48M | 0.9% | -6.0% | 2.718% | |
2/13/2024 | Lloyd Advisory Services LLC. | 48,540 | $1.40M | 0.7% | N/A | 1.142% | |
2/6/2024 | Axxcess Wealth Management LLC | 348,596 | $10.02M | 0.3% | -28.0% | 8.202% | |
2/1/2024 | CWM LLC | 1,206 | $35K | 0.0% | -31.1% | 0.028% | |
2/1/2024 | Pathway Financial Advisors LLC | 7,115 | $204K | 0.1% | N/A | 0.167% | |
1/30/2024 | Bison Wealth LLC | 49,100 | $1.41M | 0.2% | -14.9% | 1.155% | |
1/26/2024 | B.O.S.S. Retirement Advisors LLC | 23,343 | $671K | 0.1% | N/A | 0.549% | |
1/18/2024 | Financial Enhancement Group LLC | 18,964 | $542K | 0.1% | +4.3% | 0.446% | |
1/18/2024 | Great Lakes Retirement Inc. | 12,910 | $371K | 0.1% | N/A | 0.304% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 27,139 | $768K | 0.0% | +61.1% | 0.639% | |
12/5/2023 | Austin Wealth Management LLC | 122,898 | $3.40M | 1.1% | N/A | 2.892% | |
11/15/2023 | Axxcess Wealth Management LLC | 484,212 | $12.70M | 0.4% | +138.3% | 11.393% | |
11/13/2023 | Bison Wealth LLC | 57,690 | $1.51M | 0.3% | -4.1% | 1.357% | |
11/8/2023 | HighTower Advisors LLC | 27,801 | $730K | 0.0% | -32.4% | 0.654% | |
11/2/2023 | Capital Investment Advisory Services LLC | 8,063 | $211K | 0.0% | N/A | 0.190% | |
11/1/2023 | Ironsides Asset Advisors LLC | 41,320 | $1.08M | 0.5% | +5.1% | 0.972% | |
10/11/2023 | Atlas Financial Advisors Inc. | 12,130 | $318K | 0.2% | -11.8% | 0.285% | |
10/11/2023 | Smith Anglin Financial LLC | 13,346 | $350K | 0.0% | -5.0% | 0.314% | |
10/11/2023 | CWM LLC | 1,751 | $46K | 0.0% | -99.4% | 0.041% | |
10/11/2023 | Kathmere Capital Management LLC | 9,754 | $256K | 0.0% | -63.2% | 0.230% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 16,843 | $442K | 0.0% | +10.2% | 0.396% | |
10/10/2023 | National Bank of Canada FI | 6,778 | $176K | 0.0% | -8.6% | 0.159% | |
10/5/2023 | Almanack Investment Partners LLC. | 100,285 | $2.63M | 0.4% | +11.0% | 2.360% | |
8/15/2023 | Ironsides Asset Advisors LLC | 39,320 | $1.08M | 0.5% | +133.7% | 0.925% | |
8/14/2023 | Bison Wealth LLC | 60,179 | $1.64M | 0.3% | -1.4% | 1.416% | |
8/8/2023 | Prospera Financial Services Inc | 13,200 | $360K | 0.0% | -23.3% | 0.311% | |
8/8/2023 | Almanack Investment Partners LLC. | 90,327 | $2.47M | 0.4% | -22.7% | 2.125% | |
8/4/2023 | IFP Advisors Inc | 6,176 | $153K | 0.0% | -94.8% | 0.145% | |
8/3/2023 | Dynamic Advisor Solutions LLC | 15,280 | $417K | 0.0% | +42.6% | 0.360% | |
8/3/2023 | CWM LLC | 289,178 | $7.90M | 0.0% | +16.6% | 6.804% | |
7/31/2023 | LPL Financial LLC | 46,103 | $1.26M | 0.0% | -6.5% | 1.085% | |
7/26/2023 | National Bank of Canada FI | 7,413 | $202K | 0.0% | -12.7% | 0.191% | |
7/20/2023 | Clarity Financial LLC | 47,785 | $1.31M | 0.2% | N/A | 1.232% | |
7/17/2023 | Atlas Financial Advisors Inc. | 13,757 | $376K | 0.5% | -28.7% | 0.355% | |
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7/13/2023 | Cambridge Investment Research Advisors Inc. | 101,813 | $2.78M | 0.0% | -7.1% | 2.624% | |
7/11/2023 | Kathmere Capital Management LLC | 26,492 | $723K | 0.1% | -97.4% | 0.683% | |
7/10/2023 | Smith Anglin Financial LLC | 14,045 | $384K | 0.0% | -30.4% | 0.362% | |
5/17/2023 | Financial Enhancement Group LLC | 26,368 | $675K | 0.1% | -1.7% | 0.505% | |
5/15/2023 | Bison Wealth LLC | 61,035 | $1.57M | 0.5% | +4.1% | 1.169% | |
5/12/2023 | HighTower Advisors LLC | 117,748 | $3.01M | 0.0% | -84.2% | 2.256% | |
5/11/2023 | Insigneo Advisory Services LLC | 23,742 | $607K | 0.2% | -25.7% | 0.455% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 109,588 | $2.80M | 0.0% | -89.2% | 2.099% | |
5/11/2023 | Envestnet Asset Management Inc. | 26,239 | $671K | 0.0% | +6.1% | 0.503% | |
5/10/2023 | Resources Investment Advisors LLC. | 367,940 | $9.41M | 0.2% | +32.4% | 7.049% | |