11/25/2024 | World Investment Advisors LLC | 15,110 | $186K | 0.0% | +30.9% | 0.042% | |
11/15/2024 | HighTower Advisors LLC | 138,900 | $1.71M | 0.0% | +2.1% | 0.385% | |
11/14/2024 | CreativeOne Wealth LLC | 62,623 | $772K | 0.0% | +8.3% | 0.173% | |
11/12/2024 | Larson Financial Group LLC | 3,718 | $46K | 0.0% | +329.8% | 0.010% | |
11/7/2024 | Tidemark LLC | 26,231 | $323K | 0.1% | -5.4% | 0.073% | |
11/6/2024 | LJI Wealth Management LLC | 1,100,442 | $13.57M | 2.8% | +8.3% | 3.048% | |
|
11/6/2024 | Oppenheimer & Co. Inc. | 51,735 | $638K | 0.0% | +41.4% | 0.143% | |
11/5/2024 | First Heartland Consultants Inc. | 17,442 | $215K | 0.0% | N/A | 0.048% | |
10/31/2024 | Concurrent Investment Advisors LLC | 19,785 | $244K | 0.0% | +21.1% | 0.055% | |
10/29/2024 | Chicago Partners Investment Group LLC | 13,519 | $164K | 0.0% | N/A | 0.037% | |
10/24/2024 | J.W. Cole Advisors Inc. | 63,200 | $779K | 0.0% | +120.1% | 0.175% | |
10/24/2024 | Arkadios Wealth Advisors | 15,306 | $189K | 0.0% | +36.6% | 0.042% | |
10/9/2024 | Strategic Advisors LLC | 10,098 | $125K | 0.0% | N/A | 0.028% | |
10/8/2024 | Brookstone Capital Management | 68,946 | $850K | 0.0% | -11.5% | 0.191% | |
8/16/2024 | Rockport Wealth LLC | 136,349 | $1.64M | 0.7% | +0.9% | 0.378% | |
8/12/2024 | LJI Wealth Management LLC | 1,016,263 | $12.21M | 2.7% | +7.7% | 2.815% | |
8/8/2024 | J.W. Cole Advisors Inc. | 28,712 | $345K | 0.0% | N/A | 0.080% | |
8/8/2024 | Envestnet Asset Management Inc. | 161,851 | $1.94M | 0.0% | +21.4% | 0.448% | |
8/6/2024 | Ausdal Financial Partners Inc. | 68,703 | $825K | 0.1% | +11.1% | 0.190% | |
8/2/2024 | Founders Financial Securities LLC | 61,147 | $734K | 0.1% | -6.9% | 0.169% | |
7/31/2024 | Commonwealth Equity Services LLC | 116,904 | $1.40M | 0.0% | -1.8% | 0.324% | |
7/31/2024 | Concurrent Investment Advisors LLC | 16,337 | $196K | 0.0% | N/A | 0.045% | |
7/30/2024 | International Assets Investment Management LLC | 10,235 | $123K | 0.0% | N/A | 0.028% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 323,726 | $3.89M | 0.0% | +48.1% | 0.897% | |
7/20/2024 | Continuum Advisory LLC | 2,320 | $28K | 0.0% | N/A | 0.006% | |
7/19/2024 | Hoylecohen LLC | 18,800 | $226K | 0.0% | N/A | 0.052% | |
7/18/2024 | Brookstone Capital Management | 77,893 | $945K | 0.0% | -9.3% | 0.216% | |
7/16/2024 | ORG Partners LLC | 6,000 | $72K | 0.0% | N/A | 0.017% | |
7/12/2024 | Optimum Investment Advisors | 4,650 | $56K | 0.0% | -31.6% | 0.013% | |
7/5/2024 | Thurston Springer Miller Herd & Titak Inc. | 4,139 | $50K | 0.0% | N/A | 0.011% | |
5/24/2024 | Cetera Advisors LLC | 48,820 | $589K | 0.0% | N/A | 0.135% | |
5/20/2024 | Independent Wealth Network Inc. | 125,439 | $1.51M | 0.7% | +0.9% | 0.347% | |
5/17/2024 | Comerica Bank | 5,067 | $61K | 0.0% | -62.3% | 0.014% | |
5/14/2024 | Advisors Asset Management Inc. | 13,775 | $166K | 0.0% | N/A | 0.038% | |
5/14/2024 | CreativeOne Wealth LLC | 47,079 | $568K | 0.0% | +66.5% | 0.130% | |
5/13/2024 | Rockport Wealth LLC | 135,127 | $1.62M | 0.6% | N/A | 0.374% | |
5/7/2024 | Oppenheimer & Co. Inc. | 17,338 | $209K | 0.0% | +9.7% | 0.048% | |
4/30/2024 | Commonwealth Equity Services LLC | 119,075 | $1.44M | 0.0% | +18.8% | 0.310% | |
4/25/2024 | Capital Investment Advisory Services LLC | 111,420 | $1.34M | 0.1% | +43.8% | 0.291% | |
4/25/2024 | Triumph Capital Management | 65,769 | $789K | 0.3% | +4.1% | 0.171% | |
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4/25/2024 | Cambridge Investment Research Advisors Inc. | 218,600 | $2.64M | 0.0% | +1,520.8% | 0.570% | |
4/22/2024 | Strategic Financial Concepts LLC | 21,800 | $263K | 0.1% | N/A | 0.057% | |
4/17/2024 | Founders Financial Securities LLC | 65,654 | $792K | 0.1% | +30.3% | 0.171% | |
4/15/2024 | Brookstone Capital Management | 85,886 | $1.04M | 0.0% | -7.8% | 0.224% | |
2/9/2024 | Advisory Services Network LLC | 14,742 | $171K | 0.0% | -14.0% | 0.046% | |
2/9/2024 | Tidemark LLC | 18,485 | $215K | 0.1% | N/A | 0.058% | |
2/9/2024 | CreativeOne Wealth LLC | 28,272 | $329K | 0.0% | +71.3% | 0.089% | |
2/7/2024 | Endowment Wealth Management Inc. | 10,472 | $122K | 0.1% | N/A | 0.033% | |
2/7/2024 | Principal Securities Inc. | 99,088 | $1.15M | 0.0% | N/A | 0.311% | |
2/5/2024 | Triumph Capital Management | 63,165 | $734K | 0.3% | +4.4% | 0.198% | |
2/1/2024 | Capital Investment Advisory Services LLC | 77,476 | $900K | 0.1% | +8.9% | 0.243% | |
1/29/2024 | ORG Partners LLC | 7,690 | $89K | 0.0% | +28.2% | 0.024% | |
1/25/2024 | International Assets Investment Management LLC | 19,928 | $2.32M | 0.0% | N/A | 0.063% | |
1/24/2024 | Arkadios Wealth Advisors | 10,185 | $118K | 0.0% | N/A | 0.032% | |
1/24/2024 | International Assets Investment Management LLC | 19,928 | $2.32M | 0.0% | N/A | 0.063% | |
1/23/2024 | Carmichael Hill & Associates Inc. | 3,599 | $42K | 0.0% | +43.9% | 0.011% | |
1/12/2024 | Independent Wealth Network Inc. | 124,356 | $1.45M | 0.8% | +3.2% | 0.390% | |
1/11/2024 | Brookstone Capital Management | 93,185 | $1.08M | 0.0% | -13.4% | 0.293% | |
1/11/2024 | Ausdal Financial Partners Inc. | 58,235 | $677K | 0.1% | +3.5% | 0.183% | |
11/17/2023 | Asset Allocation Strategies LLC | 12,990 | $144K | 0.1% | -24.3% | 0.041% | |
11/13/2023 | LPL Financial LLC | 1,389,471 | $15.44M | 0.0% | +6.5% | 4.363% | |
11/8/2023 | Ausdal Financial Partners Inc. | 56,271 | $625K | 0.1% | -6.0% | 0.177% | |
11/8/2023 | HighTower Advisors LLC | 50,050 | $556K | 0.0% | -3.0% | 0.157% | |
11/8/2023 | Kestra Private Wealth Services LLC | 44,432 | $494K | 0.0% | +10.3% | 0.140% | |
11/6/2023 | Sigma Planning Corp | 11,531 | $128K | 0.0% | N/A | 0.036% | |
11/3/2023 | ORG Partners LLC | 6,000 | $67K | 0.0% | +107.8% | 0.019% | |
11/2/2023 | Capital Investment Advisory Services LLC | 71,175 | $791K | 0.1% | +174.1% | 0.223% | |
10/31/2023 | Triumph Capital Management | 60,474 | $672K | 0.3% | +3.4% | 0.190% | |
10/30/2023 | Freedom Wealth Alliance LLC | 386,190 | $4.29M | 7.1% | +4.8% | 1.213% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 16,718 | $186K | 0.0% | -22.1% | 0.052% | |
10/23/2023 | Commonwealth Equity Services LLC | 113,628 | $1.26M | 0.0% | +9.8% | 0.357% | |
10/20/2023 | Brookstone Capital Management | 107,620 | $1.15M | 0.0% | -27.2% | 0.338% | |
10/17/2023 | CreativeOne Wealth LLC | 16,501 | $183K | 0.0% | N/A | 0.052% | |
10/17/2023 | Founders Financial Securities LLC | 47,305 | $526K | 0.1% | +8.6% | 0.149% | |
10/11/2023 | Independent Wealth Network Inc. | 120,471 | $1.34M | 0.8% | +4.5% | 0.378% | |
10/11/2023 | AE Wealth Management LLC | 23,728 | $264K | 0.0% | -37.0% | 0.074% | |
9/7/2023 | Strategic Financial Concepts LLC | 12,200 | $143K | 0.1% | -16.4% | 0.038% | |
8/14/2023 | Eqis Capital Management Inc. | 46,265 | $541K | 0.1% | -8.1% | 0.145% | |
8/11/2023 | Founders Financial Securities LLC | 43,572 | $509K | 0.1% | +10.4% | 0.137% | |
8/8/2023 | Kestra Private Wealth Services LLC | 40,296 | $471K | 0.0% | -2.2% | 0.127% | |
8/7/2023 | Lincoln National Corp | 22,971 | $269K | 0.0% | +12.3% | 0.072% | |
8/3/2023 | Triumph Capital Management | 58,491 | $684K | 0.3% | +2.3% | 0.184% | |
8/1/2023 | Wolff Wiese Magana LLC | 4,047 | $47K | 0.0% | N/A | 0.014% | |
7/31/2023 | LPL Financial LLC | 1,305,235 | $15.26M | 0.0% | +29.9% | 4.380% | |
7/31/2023 | Ausdal Financial Partners Inc. | 59,857 | $700K | 0.1% | +2.3% | 0.201% | |
7/28/2023 | Capital Investment Advisory Services LLC | 25,966 | $304K | 0.0% | +40.9% | 0.087% | |
7/21/2023 | Tempus Wealth Planning LLC | 11,244 | $131K | 0.1% | -8.5% | 0.038% | |
7/18/2023 | Freedom Wealth Alliance LLC | 368,495 | $4.37M | 6.1% | +11.8% | 1.237% | |
7/12/2023 | Independent Wealth Network Inc. | 115,319 | $1.35M | 0.8% | -8.3% | 0.387% | |
7/11/2023 | Brookstone Capital Management | 147,901 | $1.73M | 0.0% | -6.7% | 0.496% | |
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7/10/2023 | AE Wealth Management LLC | 37,686 | $441K | 0.0% | -39.0% | 0.126% | |
5/10/2023 | LPL Financial LLC | 1,004,458 | $11.71M | 0.0% | +26.9% | 3.393% | |
5/9/2023 | Wedbush Securities Inc. | 56,715 | $661K | 0.0% | +19.1% | 0.192% | |
5/8/2023 | Tempus Wealth Planning LLC | 12,291 | $143K | 0.1% | N/A | 0.042% | |
5/8/2023 | Triumph Capital Management | 57,166 | $667K | 0.3% | N/A | 0.193% | |
5/8/2023 | Global Retirement Partners LLC | 5,586 | $64K | 0.0% | -19.1% | 0.019% | |
5/4/2023 | Founders Financial Securities LLC | 39,483 | $460K | 0.1% | +25.7% | 0.133% | |
5/3/2023 | Optimum Investment Advisors | 6,800 | $79K | 0.0% | +23.6% | 0.023% | |
4/27/2023 | Simplicity Solutions LLC | 12,790 | $149K | 0.0% | N/A | 0.043% | |
4/25/2023 | Freedom Wealth Alliance LLC | 329,557 | $3.84M | 5.8% | +29.4% | 1.113% | |