5/3/2024 | Integrity Financial Corp WA | 23,324 | $850K | 0.6% | -12.1% | 0.182% | |
5/1/2024 | Janney Montgomery Scott LLC | 33,879 | $1.23M | 0.0% | -14.7% | 0.264% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 21,660 | $789K | 0.1% | -1.2% | 0.169% | |
5/1/2024 | McCarthy & Cox | 172,629 | $6.29M | 2.4% | N/A | 1.343% | |
4/30/2024 | Valtinson Bruner Financial Planning LLC | 166,196 | $6.06M | 2.6% | -1.7% | 1.293% | |
4/29/2024 | Commonwealth Equity Services LLC | 343,610 | $12.52M | 0.0% | -0.4% | 2.674% | |
|
4/25/2024 | MTM Investment Management LLC | 26,995 | $984K | 0.4% | -3.6% | 0.210% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 41,103 | $1.50M | 0.3% | -1.7% | 0.320% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 105,989 | $3.86M | 0.0% | +28.8% | 0.825% | |
4/17/2024 | Foguth Wealth Management LLC. | 108,234 | $3.94M | 2.1% | N/A | 0.917% | |
4/16/2024 | RiverTree Advisors LLC | 104,992 | $3.83M | 2.6% | -3.9% | 0.890% | |
4/15/2024 | Sunbelt Securities Inc. | 9,923 | $362K | 0.0% | -14.4% | 0.084% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 11,142 | $406K | 0.0% | -7.5% | 0.094% | |
4/12/2024 | AdvisorNet Financial Inc | 6,100 | $222K | 0.0% | -22.8% | 0.052% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 8,106 | $295K | 0.1% | -16.4% | 0.069% | |
4/10/2024 | Signal Advisors Wealth LLC | 126,407 | $4.61M | 1.1% | +29.2% | 1.071% | |
4/9/2024 | Mather Group LLC. | 2,053 | $72K | 0.0% | N/A | 0.017% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 15,240 | $533K | 0.0% | -2.1% | 0.129% | |
2/26/2024 | Centaurus Financial Inc. | 11,119 | $389K | 0.0% | -3.1% | 0.094% | |
2/21/2024 | Raleigh Capital Management Inc. | 12,701 | $444K | 0.2% | N/A | 0.108% | |
2/15/2024 | Financial Network Wealth Advisors LLC | 23,527 | $822K | 0.9% | N/A | 0.199% | |
2/13/2024 | Stephens Inc. AR | 94,670 | $3.31M | 0.1% | -7.2% | 0.802% | |
2/13/2024 | Arbor Capital Management Inc. ADV | 5,788 | $201K | 0.1% | N/A | 0.049% | |
2/13/2024 | Lloyd Advisory Services LLC. | 9,591 | $335K | 0.2% | N/A | 0.081% | |
2/12/2024 | StoneX Group Inc. | 22,789 | $796K | 0.1% | +22.0% | 0.193% | |
2/9/2024 | Advisory Services Network LLC | 18,763 | $656K | 0.0% | N/A | 0.159% | |
2/9/2024 | CreativeOne Wealth LLC | 18,840 | $659K | 0.0% | N/A | 0.160% | |
2/9/2024 | Wells Fargo & Company MN | 1,231,825 | $43.05M | 0.0% | N/A | 10.439% | |
2/8/2024 | Legacy Capital Group California Inc. | 122,671 | $4.29M | 1.7% | N/A | 1.040% | |
2/8/2024 | Janney Montgomery Scott LLC | 39,716 | $1.39M | 0.0% | -6.2% | 0.337% | |
2/7/2024 | Avantax Advisory Services Inc. | 13,393 | $468K | 0.0% | -37.9% | 0.114% | |
2/7/2024 | Integrity Financial Corp WA | 26,525 | $927K | 0.7% | -8.2% | 0.225% | |
2/7/2024 | Principal Securities Inc. | 1,671 | $58K | 0.0% | N/A | 0.014% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 21,934 | $767K | 0.1% | -8.6% | 0.186% | |
2/6/2024 | Valtinson Bruner Financial Planning LLC | 169,038 | $5.91M | 3.0% | -1.4% | 1.433% | |
2/6/2024 | Axxcess Wealth Management LLC | 17,150 | $599K | 0.0% | +74.4% | 0.145% | |
2/5/2024 | Legacy Capital Wealth Partners LLC | 28,449 | $994K | 0.3% | N/A | 0.241% | |
2/2/2024 | Truist Financial Corp | 102,568 | $3.59M | 0.0% | -6.6% | 0.869% | |
2/2/2024 | Atria Wealth Solutions Inc. | 13,855 | $484K | 0.0% | -16.3% | 0.117% | |
2/1/2024 | CWM LLC | 64,540 | $2.26M | 0.0% | -3.2% | 0.547% | |
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1/30/2024 | Astor Investment Management LLC | 661,549 | $23.12M | 8.9% | N/A | 5.606% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 9,696 | $339K | 0.2% | -17.5% | 0.082% | |
1/29/2024 | Outlook Wealth Advisors LLC | 35,356 | $1.24M | 0.4% | N/A | 0.300% | |
1/26/2024 | Sterling Manor Financial LLC | 294,520 | $10.29M | 8.7% | -1.1% | 2.496% | |
1/25/2024 | International Assets Investment Management LLC | 14,051 | $454K | 0.0% | N/A | 0.119% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 41,828 | $1.46M | 0.3% | -4.7% | 0.354% | |
1/25/2024 | RiverTree Advisors LLC | 109,262 | $3.82M | 2.6% | +3.3% | 0.926% | |
1/24/2024 | International Assets Investment Management LLC | 453,545 | $15.85M | 0.0% | N/A | 3.844% | |
1/23/2024 | DAVENPORT & Co LLC | 12,613 | $441K | 0.0% | N/A | 0.107% | |
1/19/2024 | AdvisorNet Financial Inc | 7,900 | $276K | 0.0% | -16.8% | 0.067% | |
1/19/2024 | Flagstar Advisors Inc. | 8,601 | $301K | 0.1% | -15.5% | 0.073% | |
1/17/2024 | Mason & Associates Inc | 11,013 | $385K | 0.1% | -99.2% | 0.093% | |
1/16/2024 | Kingswood Wealth Advisors LLC | 12,042 | $421K | 0.0% | N/A | 0.102% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 82,309 | $2.88M | 0.0% | +2.8% | 0.698% | |
1/16/2024 | Raymond James & Associates | 36,163 | $1.26M | 0.0% | -2.2% | 0.306% | |
1/16/2024 | CoreCap Advisors LLC | 5,869 | $205K | 0.0% | N/A | 0.050% | |
1/9/2024 | Elevated Capital Advisors LLC | 45,255 | $1.58M | 0.5% | N/A | 0.384% | |
1/8/2024 | Fragasso Group Inc. | 28,508 | $996K | 0.1% | -6.5% | 0.242% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 15,565 | $502K | 0.0% | -18.6% | 0.132% | |
11/15/2023 | Townsquare Capital LLC | 41,004 | $1.32M | 0.0% | -12.7% | 0.347% | |
11/15/2023 | Axxcess Wealth Management LLC | 9,833 | $317K | 0.0% | N/A | 0.083% | |
11/13/2023 | Mariner LLC | 13,635 | $440K | 0.0% | -43.7% | 0.116% | |
11/13/2023 | Envestnet Asset Management Inc. | 110,061 | $3.55M | 0.0% | -29.4% | 0.933% | |
11/13/2023 | Kestra Advisory Services LLC | 42,705 | $1.38M | 0.0% | -35.6% | 0.362% | |
11/8/2023 | Janney Montgomery Scott LLC | 42,338 | $1.37M | 0.0% | +1.5% | 0.359% | |
11/8/2023 | Avantax Advisory Services Inc. | 21,558 | $695K | 0.0% | +7.6% | 0.183% | |
11/8/2023 | Kestra Private Wealth Services LLC | 11,031 | $356K | 0.0% | +9.5% | 0.093% | |
11/7/2023 | Atria Investments Inc | 402,898 | $13.00M | 0.2% | +1.3% | 3.414% | |
11/4/2023 | NBC Securities Inc. | 3,665 | $118K | 0.0% | N/A | 0.031% | |
11/3/2023 | Main Street Financial Solutions LLC | 15,400 | $497K | 0.1% | -22.7% | 0.131% | |
10/31/2023 | Sterling Manor Financial LLC | 297,846 | $9.61M | 8.7% | +2.8% | 2.524% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 43,891 | $1.42M | 0.4% | +44.3% | 0.372% | |
10/24/2023 | Valtinson Bruner Financial Planning LLC | 171,407 | $5.53M | 3.0% | -0.2% | 1.453% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 80,067 | $2.58M | 0.0% | +7.8% | 0.679% | |
10/24/2023 | Raymond James & Associates | 36,962 | $1.19M | 0.0% | -17.0% | 0.313% | |
10/23/2023 | Commonwealth Equity Services LLC | 375,542 | $12.12M | 0.0% | -4.3% | 3.183% | |
10/20/2023 | Mason & Associates Inc | 1,300,316 | $41.95M | 13.5% | -3.0% | 11.020% | |
10/18/2023 | Flagstar Advisors Inc. | 10,184 | $329K | 0.1% | -17.1% | 0.086% | |
10/18/2023 | Capital Asset Advisory Services LLC | 9,636 | $315K | 0.0% | -5.3% | 0.082% | |
10/18/2023 | Strategic Blueprint LLC | 8,202 | $265K | 0.0% | -54.6% | 0.070% | |
10/16/2023 | Epic Trust Investment Advisors LLC | 58,675 | $1.89M | 3.0% | -1.4% | 0.497% | |
10/13/2023 | RiverTree Advisors LLC | 105,791 | $3.41M | 2.5% | -21.3% | 0.897% | |
10/11/2023 | AE Wealth Management LLC | 111,109 | $3.58M | 0.0% | -24.8% | 0.942% | |
10/11/2023 | CWM LLC | 66,659 | $2.15M | 0.0% | -2.2% | 0.565% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 11,756 | $379K | 0.2% | -6.6% | 0.100% | |
8/21/2023 | Osaic Holdings Inc. | 477,293 | $15.66M | 0.0% | +1.1% | 4.045% | |
8/11/2023 | Kestra Advisory Services LLC | 66,343 | $2.18M | 0.0% | +45.0% | 0.562% | |
8/11/2023 | FSB Premier Wealth Management Inc. | 38,485 | $1.26M | 0.7% | +4.6% | 0.326% | |
8/10/2023 | Osaic Holdings Inc. | 477,293 | $15.66M | 0.0% | +1.1% | 4.045% | |
8/10/2023 | Commonwealth Equity Services LLC | 392,581 | $12.88M | 0.0% | +123.0% | 3.327% | |
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8/10/2023 | Cetera Advisors LLC | 30,926 | $1.02M | 0.0% | +5.8% | 0.262% | |
8/10/2023 | Cetera Advisor Networks LLC | 39,634 | $1.30M | 0.0% | +47.2% | 0.336% | |
8/10/2023 | Cetera Investment Advisers | 12,264 | $402K | 0.0% | -48.1% | 0.104% | |
8/8/2023 | Kestra Private Wealth Services LLC | 10,071 | $330K | 0.0% | +39.7% | 0.093% | |
8/8/2023 | RiverTree Advisors LLC | 134,358 | $4.41M | 3.2% | N/A | 1.242% | |
8/8/2023 | Blue Bell Private Wealth Management LLC | 30,406 | $998K | 0.3% | +19.1% | 0.281% | |
8/7/2023 | Lincoln National Corp | 11,023 | $362K | 0.0% | -24.9% | 0.102% | |
8/4/2023 | Envestnet Asset Management Inc. | 155,826 | $5.11M | 0.0% | -53.5% | 1.440% | |
8/4/2023 | Main Street Financial Solutions LLC | 19,910 | $653K | 0.1% | +24.2% | 0.184% | |
8/4/2023 | Atria Investments Inc | 397,791 | $13.05M | 0.2% | +20.0% | 3.676% | |