3/6/2025 | IronOak Wealth LLC. | 10,944 | $126K | 0.1% | N/A | 0.023% | |
2/25/2025 | Armis Advisers LLC | 29,621 | $341K | 0.0% | N/A | 0.063% | |
2/18/2025 | First Heartland Consultants Inc. | 33,010 | $380K | 0.0% | +89.3% | 0.091% | |
2/17/2025 | Cetera Investment Advisers | 128,466 | $1.48M | 0.0% | +15.4% | 0.356% | |
2/14/2025 | Jane Street Group LLC | 15,843 | $183K | 0.0% | N/A | 0.044% | |
2/14/2025 | Two Sigma Securities LLC | 14,276 | $164K | 0.0% | N/A | 0.040% | |
2/14/2025 | Freedom Investment Management Inc. | 34,738 | $400K | 0.0% | +31.7% | 0.096% | |
2/13/2025 | NewEdge Advisors LLC | 56,891 | $655K | 0.0% | -4.9% | 0.158% | |
2/13/2025 | CreativeOne Wealth LLC | 67,534 | $778K | 0.0% | +7.8% | 0.187% | |
2/13/2025 | Raymond James Financial Inc. | 146,280 | $1.69M | 0.0% | N/A | 0.405% | |
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2/13/2025 | Advisory Services Network LLC | 14,047 | $162K | 0.0% | -7.0% | 0.039% | |
2/13/2025 | Certior Financial Group LLC | 47,168 | $543K | 0.5% | N/A | 0.131% | |
2/13/2025 | Envestnet Asset Management Inc. | 234,698 | $2.70M | 0.0% | +18.3% | 0.650% | |
2/13/2025 | Anchor Capital Management Group Inc | 50,000 | $576K | 0.2% | N/A | 0.139% | |
2/12/2025 | World Investment Advisors | 32,150 | $370K | 0.0% | +112.8% | 0.089% | |
2/11/2025 | LPL Financial LLC | 2,120,126 | $24.42M | 0.0% | +13.2% | 5.873% | |
2/10/2025 | Rockport Wealth LLC | 164,187 | $1.98M | 0.9% | +3.7% | 0.455% | |
2/10/2025 | GWN Securities Inc. | 28,038 | $336K | 0.1% | N/A | 0.078% | |
2/10/2025 | Commonwealth Equity Services LLC | 290,203 | $3.34M | 0.0% | +2.6% | 0.804% | |
2/7/2025 | Larson Financial Group LLC | 5,897 | $68K | 0.0% | +58.6% | 0.016% | |
2/6/2025 | Raymond James Financial Inc. | 146,280 | $1.69M | 0.0% | N/A | 0.405% | |
2/6/2025 | SBI Securities Co. Ltd. | 51,542 | $594K | 0.0% | N/A | 0.143% | |
2/5/2025 | Oppenheimer & Co. Inc. | 57,607 | $664K | 0.0% | +11.4% | 0.160% | |
2/3/2025 | Concurrent Investment Advisors LLC | 17,677 | $204K | 0.0% | -10.7% | 0.049% | |
1/31/2025 | J.W. Cole Advisors Inc. | 84,988 | $979K | 0.0% | +34.5% | 0.235% | |
1/30/2025 | Principal Securities Inc. | 150,186 | $1.73M | 0.0% | +8.1% | 0.416% | |
1/29/2025 | Soltis Investment Advisors LLC | 20,073 | $231K | 0.0% | N/A | 0.056% | |
1/28/2025 | LJI Wealth Management LLC | 1,237,404 | $14.26M | 2.8% | +12.4% | 3.428% | |
1/28/2025 | Golden State Wealth Management LLC | 8,537 | $98K | 0.0% | N/A | 0.024% | |
1/28/2025 | Strategic Financial Concepts LLC | 263,808 | $3.04M | 0.0% | +1,052.0% | 0.731% | |
1/27/2025 | Money Concepts Capital Corp | 12,186 | $140K | 0.0% | +12.6% | 0.034% | |
1/21/2025 | Geneos Wealth Management Inc. | 2,477 | $29K | 0.0% | N/A | 0.007% | |
1/17/2025 | Independent Wealth Network Inc. | 144,565 | $1.67M | 0.7% | +1.9% | 0.400% | |
1/17/2025 | Janney Montgomery Scott LLC | 48,067 | $554K | 0.0% | N/A | 0.133% | |
1/17/2025 | Oxinas Partners Wealth Management LLC | 14,767 | $170K | 0.1% | N/A | 0.041% | |
1/15/2025 | Arkadios Wealth Advisors | 13,924 | $160K | 0.0% | -9.0% | 0.039% | |
1/13/2025 | Brookstone Capital Management | 62,050 | $715K | 0.0% | -10.0% | 0.172% | |
1/8/2025 | International Assets Investment Management LLC | 424,438 | $4.92M | 0.2% | N/A | 1.176% | |
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% | |
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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% | |
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% | |
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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% | |