5/16/2024 | WPWealth LLP | 10,672 | $268K | 0.1% | -46.6% | 0.328% | |
5/9/2024 | Corrado Advisors LLC | 81,854 | $2.06M | 1.4% | -4.7% | 2.519% | |
5/9/2024 | SageView Advisory Group LLC | 15,746 | $386K | 0.0% | -66.1% | 0.484% | |
5/8/2024 | Avantax Advisory Services Inc. | 8,897 | $223K | 0.0% | -7.4% | 0.274% | |
5/1/2024 | Janney Montgomery Scott LLC | 13,248 | $333K | 0.0% | -6.9% | 0.408% | |
4/30/2024 | Valtinson Bruner Financial Planning LLC | 16,217 | $407K | 0.2% | -57.1% | 0.499% | |
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4/29/2024 | Commonwealth Equity Services LLC | 61,119 | $1.54M | 0.0% | -2.6% | 1.881% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 35,933 | $902K | 0.0% | -17.4% | 1.106% | |
4/15/2024 | Brookstone Capital Management | 17,338 | $435K | 0.0% | +5.0% | 0.649% | |
4/15/2024 | Sunbelt Securities Inc. | 2,833 | $71K | 0.0% | -42.7% | 0.106% | |
4/1/2024 | Michael S. Ryan Inc. | 23,251 | $584K | 0.5% | -2.8% | 0.871% | |
3/6/2024 | SageView Advisory Group LLC | 46,474 | $1.13M | 0.0% | +19.0% | 1.741% | |
2/12/2024 | Glovista Investments LLC | 138,712 | $3.48M | 1.6% | -2.5% | 5.195% | |
2/12/2024 | Tradition Wealth Management LLC | 158,993 | $4.00M | 0.4% | -3.2% | 5.955% | |
2/9/2024 | SageView Advisory Group LLC | 46,474 | $1.13M | 0.0% | +19.0% | 1.741% | |
2/7/2024 | Avantax Advisory Services Inc. | 9,609 | $242K | 0.0% | -74.7% | 0.360% | |
2/7/2024 | Principal Securities Inc. | 29,471 | $741K | 0.0% | N/A | 1.104% | |
2/5/2024 | Pillar Wealth Advisors LLC | 8,053 | $203K | 0.2% | -14.2% | 0.302% | |
2/1/2024 | Corrado Advisors LLC | 85,851 | $2.16M | 1.8% | -3.4% | 3.215% | |
2/1/2024 | Capital Investment Advisory Services LLC | 1,812 | $46K | 0.0% | N/A | 0.068% | |
2/1/2024 | CWM LLC | 3,373 | $85K | 0.0% | +43.1% | 0.126% | |
1/16/2024 | Raymond James & Associates | 9,197 | $231K | 0.0% | N/A | 0.344% | |
1/11/2024 | Brookstone Capital Management | 16,516 | $415K | 0.0% | +14.1% | 0.619% | |
1/11/2024 | FORVIS Wealth Advisors LLC | 43,511 | $1.09M | 0.0% | -13.8% | 1.630% | |
1/5/2024 | Michael S. Ryan Inc. | 23,924 | $602K | 0.5% | -7.8% | 0.896% | |
1/5/2024 | WealthPLAN Partners LLC | 21,202 | $533K | 0.1% | +30.9% | 0.794% | |
12/11/2023 | Glovista Investments LLC | 142,226 | $3.42M | 2.0% | +1.4% | 5.327% | |
11/15/2023 | WealthPlan Investment Management LLC | 16,202 | $390K | 0.0% | N/A | 0.607% | |
11/13/2023 | Kestra Advisory Services LLC | 34,279 | $825K | 0.0% | +9.3% | 1.284% | |
11/9/2023 | WealthPlan Investment Management LLC | 16,202 | $390K | 0.0% | N/A | 0.607% | |
11/8/2023 | Avantax Advisory Services Inc. | 38,036 | $915K | 0.0% | +1.8% | 1.425% | |
11/6/2023 | Corrado Advisors LLC | 88,861 | $2.14M | 1.5% | -1.1% | 3.328% | |
11/6/2023 | Lincoln National Corp | 56,318 | $1.36M | 0.0% | -1.7% | 2.109% | |
11/3/2023 | Berger Financial Group Inc | 14,718 | $354K | 0.0% | +19.2% | 0.551% | |
11/1/2023 | Michael S. Ryan Inc. | 25,948 | $614K | 0.6% | -1.7% | 0.972% | |
10/26/2023 | FORVIS Wealth Advisors LLC | 50,490 | $1.22M | 0.0% | -2.7% | 1.891% | |
10/23/2023 | Commonwealth Equity Services LLC | 40,151 | $966K | 0.0% | -3.8% | 1.504% | |
10/13/2023 | Global Strategic Investment Solutions LLC | 101,474 | $2.44M | 0.3% | -73.7% | 3.801% | |
10/12/2023 | WPWealth LLP | 20,790 | $500K | 0.2% | -43.8% | 0.779% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 2,018 | $49K | 0.0% | N/A | 0.076% | |
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8/24/2023 | Arlington Capital Management Inc. | 14,611 | $360K | 0.3% | -43.5% | 0.547% | |
8/16/2023 | Glovista Investments LLC | 140,235 | $3.44M | 1.8% | N/A | 5.252% | |
8/11/2023 | SageView Advisory Group LLC | 39,051 | $962K | 0.1% | +58.9% | 1.463% | |
8/11/2023 | Kestra Advisory Services LLC | 31,357 | $772K | 0.0% | +33.4% | 1.174% | |
8/10/2023 | Personal CFO Solutions LLC | 155,614 | $3.83M | 0.8% | +1.7% | 5.828% | |
8/10/2023 | Corrado Advisors LLC | 89,866 | $2.21M | 1.5% | +21.7% | 3.366% | |
8/10/2023 | Berger Financial Group Inc | 12,350 | $304K | 0.0% | N/A | 0.463% | |
8/10/2023 | Cetera Investment Advisers | 15,758 | $388K | 0.0% | N/A | 0.590% | |
8/8/2023 | FORVIS Wealth Advisors LLC | 51,902 | $1.28M | 0.0% | -1.1% | 1.944% | |
8/7/2023 | Lincoln National Corp | 57,321 | $1.41M | 0.0% | +38.5% | 2.147% | |
8/3/2023 | CWM LLC | 2,357 | $58K | 0.0% | +27.8% | 0.112% | |
8/2/2023 | Wealth Alliance | 12,255 | $302K | 0.0% | N/A | 0.584% | |
8/2/2023 | Bank of Montreal Can | 6,100 | $150K | 0.0% | N/A | 0.290% | |
7/31/2023 | WealthPLAN Partners LLC | 16,327 | $402K | 0.1% | +33.8% | 0.777% | |
7/26/2023 | Michael S. Ryan Inc. | 26,390 | $654K | 0.6% | N/A | 1.257% | |
7/26/2023 | Janney Montgomery Scott LLC | 14,232 | $351K | 0.0% | N/A | 0.678% | |
7/24/2023 | Valtinson Bruner Financial Planning LLC | 37,824 | $932K | 0.5% | -3.9% | 1.801% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 16,825 | $414K | 0.0% | +35.6% | 0.801% | |
7/11/2023 | Brookstone Capital Management | 19,439 | $477K | 0.0% | +35.6% | 0.926% | |
5/15/2023 | David R. Rahn & Associates Inc. | 27,517 | $673K | 0.3% | +3.2% | 1.966% | |
5/12/2023 | WPWealth LLP | 37,521 | $917K | 0.4% | N/A | 2.680% | |
5/12/2023 | Tradition Wealth Management LLC | 169,036 | $4.13M | 0.5% | -1.8% | 12.074% | |
5/11/2023 | Envestnet Asset Management Inc. | 21,768 | $532K | 0.0% | +26.7% | 1.555% | |
5/9/2023 | Personal CFO Solutions LLC | 152,977 | $3.74M | 0.8% | +8.3% | 10.927% | |
5/2/2023 | SageView Advisory Group LLC | 24,572 | $601K | 0.0% | N/A | 1.755% | |
5/2/2023 | Lincoln National Corp | 41,376 | $1.01M | 0.0% | +1.7% | 2.955% | |
5/1/2023 | CWM LLC | 1,844 | $45K | 0.0% | N/A | 0.132% | |
4/28/2023 | Signaturefd LLC | 2,773 | $68K | 0.0% | -53.2% | 0.198% | |
4/28/2023 | Avantax Advisory Services Inc. | 27,559 | $674K | 0.0% | +4.7% | 1.969% | |
4/28/2023 | Ameritas Advisory Services LLC | 2,000 | $48K | 0.0% | N/A | 0.143% | |
4/27/2023 | FORVIS Wealth Advisors LLC | 52,460 | $1.28M | 0.0% | +11.7% | 3.747% | |
4/19/2023 | Brookstone Capital Management | 14,336 | $351K | 0.0% | N/A | 1.024% | |
3/6/2023 | OLD Mission Capital LLC | 16,242 | $378K | 0.0% | -47.6% | 1.160% | |
2/10/2023 | Corrado Advisors LLC | 74,052 | $1.72M | 1.2% | -1.3% | 5.289% | |
2/7/2023 | Nations Financial Group Inc. IA ADV | 17,365 | $404K | 0.0% | N/A | 1.240% | |
2/7/2023 | Commonwealth Equity Services LLC | 31,989 | $743K | 0.0% | -12.7% | 2.285% | |
2/7/2023 | Envestnet Asset Management Inc. | 17,175 | $399K | 0.0% | N/A | 1.227% | |
2/3/2023 | Tradition Wealth Management LLC | 172,143 | $4.00M | 0.6% | -6.1% | 12.296% | |
1/31/2023 | Kestra Advisory Services LLC | 21,848 | $508K | 0.0% | -9.0% | 1.561% | |
1/26/2023 | Elmwood Wealth Management Inc. | 9,500 | $221K | 0.1% | N/A | 0.679% | |
1/13/2023 | AdvisorNet Financial Inc | 15,362 | $357K | 0.0% | -6.2% | 1.097% | |
1/12/2023 | Accuvest Global Advisors | 31,560 | $734K | 0.2% | +100.0% | 2.254% | |
12/12/2022 | WealthPlan Investment Management LLC | 9,705 | $225K | 0.0% | N/A | 0.683% | |
11/14/2022 | OLD Mission Capital LLC | 31,008 | $670K | 0.0% | N/A | 2.184% | |
11/4/2022 | Lincoln National Corp | 40,682 | $879K | 0.0% | -4.7% | 2.865% | |
11/2/2022 | Avantax Advisory Services Inc. | 26,325 | $569K | 0.0% | +10.5% | 1.854% | |
11/1/2022 | Kestra Advisory Services LLC | 23,997 | $519K | 0.0% | +8.4% | 1.690% | |
11/1/2022 | Personal CFO Solutions LLC | 143,436 | $3.10M | 0.8% | -3.0% | 10.101% | |
10/25/2022 | Round Table Services LLC | 650,192 | $14.06M | 2.8% | +4.5% | 44.841% | |
10/24/2022 | Stratos Wealth Advisors LLC | 11,298 | $244K | 0.0% | N/A | 0.779% | |
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10/20/2022 | Accuvest Global Advisors | 15,780 | $341K | 0.2% | N/A | 1.088% | |
10/19/2022 | David R. Rahn & Associates Inc. | 26,367 | $570K | 0.3% | -18.6% | 1.818% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 12,409 | $268K | 0.0% | -23.0% | 0.838% | |
8/10/2022 | Corrado Advisors LLC | 77,832 | $1.80M | 1.3% | +0.9% | 3.742% | |
8/8/2022 | Valtinson Bruner Financial Planning LLC | 40,806 | $946K | 0.6% | N/A | 1.962% | |
8/5/2022 | Pillar Wealth Advisors LLC | 9,384 | $218K | 0.2% | N/A | 0.451% | |
8/5/2022 | Personal CFO Solutions LLC | 147,797 | $3.43M | 0.8% | N/A | 7.106% | |
8/2/2022 | Tradition Wealth Management LLC | 184,792 | $4.28M | 0.6% | -1.4% | 8.884% | |
8/2/2022 | Avantax Advisory Services Inc. | 23,825 | $552K | 0.0% | +89.3% | 1.145% | |
8/2/2022 | Lincoln National Corp | 42,674 | $989K | 0.0% | +226.7% | 2.052% | |