5/9/2024 | Kingsview Wealth Management LLC | 7,091 | $429K | 0.0% | -4.2% | 0.197% | |
5/8/2024 | Avantax Advisory Services Inc. | 14,216 | $860K | 0.0% | +14.9% | 0.395% | |
5/7/2024 | PFG Advisors | 9,522 | $576K | 0.0% | +4.7% | 0.265% | |
4/30/2024 | Private Advisor Group LLC | 52,847 | $3.20M | 0.0% | +7.8% | 1.468% | |
4/29/2024 | Commonwealth Equity Services LLC | 41,149 | $2.49M | 0.0% | +7.0% | 1.143% | |
4/25/2024 | IAG Wealth Partners LLC | 11,262 | $681K | 0.1% | -5.9% | 0.315% | |
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4/25/2024 | Cambridge Investment Research Advisors Inc. | 39,875 | $2.41M | 0.0% | -9.5% | 1.114% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 147,045 | $8.89M | 0.0% | +88.2% | 4.107% | |
4/20/2024 | KWB Wealth | 6,528 | $395K | 0.1% | -6.1% | 0.182% | |
4/18/2024 | Main Line Retirement Advisors LLC | 3,470 | $210K | 0.2% | -18.4% | 0.097% | |
4/15/2024 | Orgel Wealth Management LLC | 1,415,752 | $85.63M | 2.3% | +28.9% | 39.546% | |
4/12/2024 | Purus Wealth Management LLC | 64,768 | $3.92M | 1.9% | -1.3% | 1.809% | |
4/10/2024 | Triangle Securities Wealth Management | 14,223 | $860K | 0.2% | +12.8% | 0.397% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 4,885 | $288K | 0.2% | N/A | 0.142% | |
3/6/2024 | Willner & Heller LLC | 4,103 | $242K | 0.3% | N/A | 0.120% | |
2/12/2024 | Focus Financial Network Inc. ADV | 6,978 | $412K | 0.0% | N/A | 0.203% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 44,056 | $2.60M | 0.0% | +5.9% | 1.284% | |
2/8/2024 | Kingsview Wealth Management LLC | 7,404 | $437K | 0.0% | +3.1% | 0.216% | |
2/7/2024 | Avantax Advisory Services Inc. | 12,375 | $730K | 0.0% | -4.9% | 0.361% | |
2/7/2024 | Principal Securities Inc. | 2,970 | $175K | 0.0% | N/A | 0.087% | |
2/6/2024 | Lincoln National Corp | 27,195 | $1.60M | 0.0% | N/A | 0.793% | |
2/6/2024 | Private Advisor Group LLC | 49,004 | $2.89M | 0.0% | +41.5% | 1.429% | |
2/6/2024 | Great Valley Advisor Group Inc. | 111,911 | $6.60M | 0.2% | +17.7% | 3.263% | |
2/5/2024 | Win Advisors Inc. | 8,143 | $480K | 0.2% | +50.9% | 0.237% | |
2/2/2024 | IAG Wealth Partners LLC | 11,972 | $706K | 0.2% | -5.1% | 0.354% | |
2/2/2024 | Capital Advisors Ltd. LLC | 3,806 | $225K | 0.0% | +5.7% | 0.113% | |
2/1/2024 | CWM LLC | 36,173 | $2.13M | 0.0% | +0.5% | 1.070% | |
1/31/2024 | HF Advisory Group LLC | 6,487 | $383K | 0.2% | +13.2% | 0.192% | |
1/30/2024 | Guerra Pan Advisors LLC | 16,214 | $957K | 0.9% | +13.3% | 0.494% | |
1/25/2024 | Valley National Advisers Inc. | 2,917 | $172K | 0.0% | +22.2% | 0.089% | |
1/19/2024 | PFG Advisors | 9,091 | $536K | 0.0% | +23.0% | 0.284% | |
1/19/2024 | AlphaMark Advisors LLC | 610 | $36K | 0.0% | -78.0% | 0.019% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 78,145 | $4.61M | 0.0% | N/A | 2.442% | |
1/12/2024 | Redhawk Wealth Advisors Inc. | 30,210 | $1.78M | 0.3% | N/A | 0.950% | |
1/11/2024 | Orgel Wealth Management LLC | 1,098,670 | $64.82M | 1.9% | +14.2% | 34.549% | |
1/11/2024 | KWB Wealth | 6,950 | $410K | 0.1% | N/A | 0.219% | |
1/11/2024 | Triangle Securities Wealth Management | 12,604 | $744K | 0.2% | N/A | 0.396% | |
1/9/2024 | Purus Wealth Management LLC | 65,591 | $3.87M | 2.2% | -2.6% | 2.096% | |
11/20/2023 | Silver Oak Securities Incorporated | 5,961 | $304K | 0.1% | +15.9% | 0.207% | |
11/16/2023 | Horizon Family Wealth Inc. | 37,390 | $1.91M | 0.8% | +9.4% | 1.298% | |
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11/13/2023 | LPL Financial LLC | 111,042 | $5.66M | 0.0% | +43.2% | 3.856% | |
11/9/2023 | Guerra Pan Advisors LLC | 14,305 | $729K | 0.8% | +8.4% | 0.497% | |
11/8/2023 | Avantax Advisory Services Inc. | 13,017 | $664K | 0.0% | +11.0% | 0.452% | |
11/7/2023 | Great Valley Advisor Group Inc. | 95,093 | $4.85M | 0.2% | +46.9% | 3.302% | |
11/3/2023 | Private Advisor Group LLC | 34,636 | $1.77M | 0.0% | +180.4% | 1.203% | |
10/30/2023 | Win Advisors Inc. | 5,398 | $275K | 0.1% | N/A | 0.187% | |
10/26/2023 | Orgel Wealth Management LLC | 961,819 | $49.04M | 1.7% | +4.6% | 33.396% | |
10/24/2023 | Raymond James & Associates | 6,310 | $322K | 0.0% | +9.7% | 0.219% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 41,611 | $2.12M | 0.0% | +23.6% | 1.445% | |
10/23/2023 | Commonwealth Equity Services LLC | 37,778 | $1.93M | 0.0% | +3.5% | 1.312% | |
10/17/2023 | Purus Wealth Management LLC | 67,320 | $3.43M | 2.3% | -1.0% | 2.422% | |
10/13/2023 | PFG Advisors | 7,390 | $377K | 0.0% | +25.7% | 0.266% | |
10/12/2023 | IFP Advisors Inc | 13,670 | $697K | 0.0% | -8.7% | 0.492% | |
10/11/2023 | Geneos Wealth Management Inc. | 4,161 | $212K | 0.0% | N/A | 0.150% | |
10/11/2023 | CWM LLC | 35,992 | $1.84M | 0.0% | +7,707.4% | 1.295% | |
8/11/2023 | Horizon Family Wealth Inc. | 34,188 | $1.94M | 1.9% | N/A | 1.325% | |
8/10/2023 | IAG Wealth Partners LLC | 12,459 | $708K | 0.2% | -21.4% | 0.483% | |
8/10/2023 | Commonwealth Equity Services LLC | 36,490 | $2.07M | 0.0% | +2.5% | 1.414% | |
8/10/2023 | Private Advisor Group LLC | 12,351 | $721K | 0.0% | N/A | 0.479% | |
8/10/2023 | Cetera Advisor Networks LLC | 5,342 | $303K | 0.0% | +21.5% | 0.207% | |
8/4/2023 | Envestnet Asset Management Inc. | 27,105 | $1.54M | 0.0% | -32.1% | 1.051% | |
8/4/2023 | IFP Advisors Inc | 14,966 | $602K | 0.0% | +10.0% | 0.580% | |
8/3/2023 | CWM LLC | 461 | $26K | 0.0% | N/A | 0.018% | |
8/2/2023 | Silver Oak Securities Incorporated | 5,142 | $292K | 0.0% | +3.6% | 0.199% | |
8/2/2023 | Avestar Capital LLC | 6,598 | $375K | 0.1% | N/A | 0.256% | |
7/31/2023 | LPL Financial LLC | 77,565 | $4.41M | 0.0% | +106.2% | 3.006% | |
7/31/2023 | Valley National Advisers Inc. | 2,387 | $136K | 0.0% | N/A | 0.093% | |
7/28/2023 | Key Financial Inc | 4,100 | $233K | 0.1% | N/A | 0.159% | |
7/25/2023 | Raymond James & Associates | 5,753 | $327K | 0.0% | N/A | 0.223% | |
7/21/2023 | Purus Wealth Management LLC | 68,032 | $3.86M | 2.5% | -3.6% | 2.721% | |
7/20/2023 | HF Advisory Group LLC | 5,638 | $320K | 0.3% | -4.3% | 0.226% | |
7/20/2023 | PFG Advisors | 5,878 | $334K | 0.0% | +7.3% | 0.235% | |
7/13/2023 | Dominguez Wealth Management Solutions Inc. | 8,374 | $476K | 0.4% | +4.5% | 0.338% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 33,653 | $1.91M | 0.0% | +47.6% | 1.357% | |
7/10/2023 | Orgel Wealth Management LLC | 919,301 | $52.21M | 1.7% | N/A | 37.069% | |
5/10/2023 | Purus Wealth Management LLC | 70,588 | $3.55M | 2.8% | -0.6% | 3.209% | |
5/4/2023 | AlphaMark Advisors LLC | 2,975 | $149K | 0.1% | +325.0% | 0.135% | |
5/3/2023 | Great Valley Advisor Group Inc. | 73,107 | $3.67M | 0.2% | -14.6% | 3.323% | |
4/28/2023 | Win Advisors Inc. | 11,546 | $580K | 0.2% | -33.4% | 0.550% | |
4/26/2023 | IFG Advisory LLC | 4,191 | $210K | 0.0% | N/A | 0.200% | |
4/25/2023 | IAG Wealth Partners LLC | 15,843 | $796K | 0.2% | -20.3% | 1.174% | |
4/24/2023 | Ahrens Investment Partners LLC | 2,450 | $123K | 0.1% | N/A | 0.181% | |
4/18/2023 | IFP Advisors Inc | 13,602 | $547K | 0.0% | -41.8% | 1.008% | |
2/13/2023 | Kingsview Wealth Management LLC | 7,906 | $360K | 0.0% | +18.5% | 0.527% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 59,418 | $2.71M | 0.0% | N/A | 3.961% | |
2/8/2023 | Belpointe Asset Management LLC | 721 | $33K | 0.0% | N/A | 0.048% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 22,186 | $1.01M | 0.0% | -5.9% | 1.479% | |
2/8/2023 | IAG Wealth Partners LLC | 19,888 | $907K | 0.3% | -44.8% | 1.326% | |
2/7/2023 | Commonwealth Equity Services LLC | 35,277 | $1.61M | 0.0% | -3.5% | 2.352% | |
2/7/2023 | LPL Financial LLC | 35,271 | $1.61M | 0.0% | -20.8% | 2.351% | |
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2/7/2023 | HF Advisory Group LLC | 5,913 | $270K | 0.3% | N/A | 0.394% | |
2/7/2023 | IFP Advisors Inc | 23,375 | $945K | 0.0% | -8.8% | 1.558% | |
2/7/2023 | Envestnet Asset Management Inc. | 41,543 | $1.89M | 0.0% | -6.8% | 2.770% | |
2/2/2023 | Silver Oak Securities Incorporated | 4,764 | $217K | 0.0% | N/A | 0.318% | |
2/1/2023 | Great Valley Advisor Group Inc. | 85,593 | $3.90M | 0.2% | +6.0% | 5.783% | |
1/30/2023 | PFG Advisors | 5,294 | $241K | 0.0% | -16.9% | 0.358% | |
1/19/2023 | Purus Wealth Management LLC | 71,044 | $3.24M | 2.9% | -0.6% | 4.800% | |
11/15/2022 | Purus Wealth Management LLC | 71,451 | $3.17M | 2.9% | -0.5% | 4.460% | |
11/8/2022 | IFP Advisors Inc | 25,635 | $1.03M | 0.0% | +23.2% | 1.602% | |
11/3/2022 | ACG Wealth | 70,485 | $3.13M | 0.7% | +11.3% | 4.405% | |