5/24/2024 | Cetera Advisors LLC | 99,301 | $2.11M | 0.0% | -7.6% | 0.248% | |
5/24/2024 | Cetera Investment Advisers | 184,528 | $3.91M | 0.0% | +160.8% | 0.462% | |
5/8/2024 | Avantax Advisory Services Inc. | 38,162 | $809K | 0.0% | +3.6% | 0.095% | |
5/7/2024 | WNY Asset Management LLC | 26,419 | $560K | 0.1% | -9.4% | 0.066% | |
5/6/2024 | Kades & Cheifetz LLC | 431,236 | $9.15M | 5.9% | +94.2% | 1.079% | |
5/6/2024 | Advisory Alpha LLC | 13,872 | $294K | 0.0% | +6.0% | 0.035% | |
|
5/3/2024 | Larson Financial Group LLC | 31,925 | $677K | 0.1% | +27.4% | 0.080% | |
4/30/2024 | Private Advisor Group LLC | 96,182 | $2.04M | 0.0% | +14.3% | 0.239% | |
4/30/2024 | J.W. Cole Advisors Inc. | 21,901 | $465K | 0.0% | -4.2% | 0.054% | |
4/30/2024 | Beam Wealth Advisors Inc. | 38,302 | $812K | 0.5% | -6.7% | 0.095% | |
4/30/2024 | Commonwealth Equity Services LLC | 68,517 | $1.45M | 0.0% | -15.5% | 0.170% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 17,089 | $362K | 0.2% | +201.7% | 0.042% | |
4/24/2024 | Spire Wealth Management | 101,733 | $2.16M | 0.1% | +0.9% | 0.251% | |
4/23/2024 | Global Retirement Partners LLC | 6,960 | $148K | 0.0% | -15.0% | 0.017% | |
4/22/2024 | Strategic Financial Concepts LLC | 9,490 | $201K | 0.0% | N/A | 0.023% | |
4/22/2024 | PFG Investments LLC | 14,250 | $302K | 0.0% | N/A | 0.035% | |
4/19/2024 | Accel Wealth Management | 47,649 | $1.01M | 0.4% | -3.6% | 0.118% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 14,042 | $298K | 0.0% | +6.0% | 0.035% | |
4/15/2024 | Key Client Fiduciary Advisors LLC | 18,029 | $382K | 0.2% | +9.9% | 0.044% | |
4/11/2024 | RFG Advisory LLC | 86,014 | $1.82M | 0.1% | +1.6% | 0.211% | |
4/11/2024 | Cadent Capital Advisors LLC | 39,386 | $835K | 0.3% | -6.5% | 0.097% | |
3/28/2024 | Newbridge Financial Services Group Inc. | 5,664 | $117K | 0.1% | -27.8% | 0.013% | |
3/22/2024 | PNC Financial Services Group Inc. | 2,147 | $44K | 0.0% | -29.9% | 0.005% | |
2/26/2024 | Virtu Financial LLC | 28,275 | $585K | 0.0% | +25.4% | 0.066% | |
2/14/2024 | Asset Allocation Strategies LLC | 39,943 | $826K | 0.3% | -87.5% | 0.094% | |
2/12/2024 | Focus Financial Network Inc. ADV | 21,467 | $444K | 0.0% | N/A | 0.050% | |
2/9/2024 | Advisory Services Network LLC | 9,253 | $191K | 0.0% | N/A | 0.022% | |
2/9/2024 | Balboa Wealth Partners | 14,275 | $295K | 0.1% | -20.7% | 0.033% | |
2/7/2024 | Avantax Advisory Services Inc. | 36,830 | $762K | 0.0% | -1.5% | 0.086% | |
2/7/2024 | NBC Securities Inc. | 6,985 | $144K | 0.0% | -8.6% | 0.016% | |
2/7/2024 | Berger Financial Group Inc | 304,684 | $6.30M | 0.7% | -6.3% | 0.714% | |
2/6/2024 | Lincoln National Corp | 14,024 | $290K | 0.0% | -3.8% | 0.033% | |
2/6/2024 | Private Advisor Group LLC | 84,175 | $1.74M | 0.0% | +11.4% | 0.197% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 13,244 | $274K | 0.0% | N/A | 0.031% | |
2/6/2024 | Spire Wealth Management | 100,862 | $2.07M | 0.1% | +1.7% | 0.236% | |
2/2/2024 | Truist Financial Corp | 10,002 | $207K | 0.0% | N/A | 0.023% | |
2/2/2024 | Atria Wealth Solutions Inc. | 78,167 | $1.62M | 0.0% | -1.9% | 0.182% | |
2/1/2024 | Larson Financial Group LLC | 25,065 | $518K | 0.0% | +64.2% | 0.058% | |
2/1/2024 | CWM LLC | 19,096 | $395K | 0.0% | -4.5% | 0.045% | |
1/31/2024 | J.W. Cole Advisors Inc. | 22,853 | $473K | 0.0% | +2.3% | 0.053% | |
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1/31/2024 | Beam Wealth Advisors Inc. | 41,049 | $849K | 0.5% | -5.3% | 0.096% | |
1/30/2024 | Kades & Cheifetz LLC | 222,053 | $4.59M | 3.3% | +40.1% | 0.518% | |
1/29/2024 | Koshinski Asset Management Inc. | 12,650 | $262K | 0.0% | N/A | 0.029% | |
1/29/2024 | OxenFree Capital LLC | 41,325 | $855K | 0.9% | N/A | 0.096% | |
1/25/2024 | RFG Advisory LLC | 84,682 | $1.75M | 0.1% | +12.8% | 0.197% | |
1/25/2024 | International Assets Investment Management LLC | 183,866 | $3.80M | 0.0% | +1,464.3% | 0.428% | |
1/24/2024 | Allworth Financial LP | 203,837 | $4.22M | 0.0% | -1.6% | 0.474% | |
1/24/2024 | International Assets Investment Management LLC | 183,866 | $3.80M | 0.0% | +1,464.3% | 0.428% | |
1/24/2024 | O ROURKE & COMPANY Inc | 11,554 | $239K | 0.2% | -10.3% | 0.027% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 10,081 | $208K | 0.1% | -18.0% | 0.023% | |
1/19/2024 | AdvisorNet Financial Inc | 3,283 | $68K | 0.0% | -60.8% | 0.008% | |
1/19/2024 | Realta Investment Advisors | 25,525 | $528K | 0.1% | -3.1% | 0.059% | |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 15,668 | $324K | 0.1% | -24.7% | 0.036% | |
1/18/2024 | Accel Wealth Management | 49,452 | $1.02M | 0.5% | -36.6% | 0.114% | |
1/16/2024 | Kingswood Wealth Advisors LLC | 18,600 | $385K | 0.0% | N/A | 0.043% | |
1/12/2024 | Clearview Wealth Advisors LLC | 13,167 | $272K | 0.3% | -15.8% | 0.030% | |
1/11/2024 | Ausdal Financial Partners Inc. | 14,025 | $290K | 0.0% | -35.4% | 0.032% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 17,534 | $358K | 0.0% | -12.5% | 0.040% | |
11/17/2023 | Asset Allocation Strategies LLC | 319,901 | $6.11M | 2.8% | +4.8% | 0.681% | |
11/16/2023 | Harbour Investments Inc. | 194,223 | $3.71M | 0.2% | +2.4% | 0.413% | |
11/15/2023 | Key Client Fiduciary Advisors LLC | 16,194 | $309K | 0.2% | -5.9% | 0.034% | |
11/13/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 401,689 | $7.68M | 1.8% | -2.4% | 0.855% | |
11/13/2023 | LPL Financial LLC | 945,928 | $18.08M | 0.0% | -6.1% | 2.013% | |
11/13/2023 | PNC Financial Services Group Inc. | 3,062 | $59K | 0.0% | -32.9% | 0.007% | |
11/8/2023 | Aptus Capital Advisors LLC | 21,621 | $413K | 0.0% | +25.8% | 0.046% | |
11/8/2023 | Ausdal Financial Partners Inc. | 21,727 | $415K | 0.1% | -16.6% | 0.046% | |
11/8/2023 | HighTower Advisors LLC | 35,500 | $678K | 0.0% | N/A | 0.076% | |
11/8/2023 | Spire Wealth Management | 99,179 | $1.90M | 0.1% | N/A | 0.211% | |
11/8/2023 | Western Wealth Management LLC | 14,647 | $280K | 0.0% | +13.5% | 0.031% | |
11/8/2023 | Avantax Advisory Services Inc. | 37,407 | $715K | 0.0% | -8.5% | 0.080% | |
11/8/2023 | Strategic Financial Concepts LLC | 10,384 | $198K | 0.1% | N/A | 0.022% | |
11/4/2023 | NBC Securities Inc. | 7,644 | $146K | 0.0% | N/A | 0.016% | |
11/3/2023 | Berger Financial Group Inc | 325,091 | $6.21M | 0.7% | -4.9% | 0.692% | |
11/3/2023 | Larson Financial Group LLC | 15,265 | $292K | 0.0% | +2,953.0% | 0.032% | |
11/3/2023 | Private Advisor Group LLC | 75,536 | $1.44M | 0.0% | -1.3% | 0.161% | |
11/2/2023 | Your Advocates Ltd. LLP | 7,453 | $142K | 0.1% | N/A | 0.016% | |
10/31/2023 | Allworth Financial LP | 207,150 | $3.96M | 0.0% | -3.1% | 0.440% | |
10/30/2023 | Kades & Cheifetz LLC | 158,524 | $3.03M | 2.4% | +105.3% | 0.337% | |
10/30/2023 | Clearview Wealth Advisors LLC | 15,636 | $299K | 0.4% | -8.5% | 0.033% | |
10/25/2023 | BluePath Capital Management LLC | 2,000 | $38K | 0.0% | N/A | 0.004% | |
10/24/2023 | J.W. Cole Advisors Inc. | 22,350 | $427K | 0.0% | -7.4% | 0.047% | |
10/23/2023 | Balboa Wealth Partners | 17,990 | $344K | 0.1% | -7.3% | 0.038% | |
10/23/2023 | Commonwealth Equity Services LLC | 83,628 | $1.60M | 0.0% | -11.3% | 0.177% | |
10/20/2023 | Accel Wealth Management | 77,942 | $1.49M | 0.8% | -7.1% | 0.165% | |
10/19/2023 | Patriot Financial Group Insurance Agency LLC | 20,806 | $398K | 0.1% | -10.6% | 0.044% | |
10/18/2023 | Advisory Alpha LLC | 13,166 | $252K | 0.0% | -36.3% | 0.028% | |
10/17/2023 | Newbridge Financial Services Group Inc. | 7,840 | $150K | 0.1% | +45.9% | 0.016% | |
10/16/2023 | RFG Advisory LLC | 75,048 | $1.43M | 0.1% | +21.0% | 0.158% | |
10/13/2023 | Institute for Wealth Management LLC. | 11,884 | $227K | 0.0% | -9.6% | 0.025% | |
10/11/2023 | AE Wealth Management LLC | 48,375 | $924K | 0.0% | -12.8% | 0.100% | |
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10/11/2023 | CWM LLC | 19,998 | $382K | 0.0% | +9.0% | 0.041% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 20,034 | $383K | 0.0% | -18.2% | 0.042% | |
10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 12,300 | $235K | 0.1% | N/A | 0.026% | |
8/30/2023 | Western Wealth Management LLC | 12,904 | $262K | 0.0% | +8.3% | 0.026% | |
8/15/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 411,390 | $8.36M | 2.0% | +7.2% | 0.817% | |
8/10/2023 | Osaic Holdings Inc. | 378,207 | $7.67M | 0.0% | -26.8% | 0.751% | |
8/10/2023 | Commonwealth Equity Services LLC | 94,233 | $1.92M | 0.0% | -28.2% | 0.187% | |
8/10/2023 | Private Advisor Group LLC | 76,555 | $1.58M | 0.0% | -6.8% | 0.152% | |
8/10/2023 | Berger Financial Group Inc | 341,991 | $6.95M | 0.8% | -16.7% | 0.679% | |
8/10/2023 | Cetera Advisors LLC | 145,052 | $2.95M | 0.0% | +0.9% | 0.288% | |