7/26/2024 | Harbour Investments Inc. | 11,435 | $478K | 0.0% | -4.4% | 0.239% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 47,910 | $2.00M | 0.0% | -9.8% | 1.002% | |
7/26/2024 | My Personal CFO LLC | 46,920 | $1.96M | 1.0% | +26.7% | 0.982% | |
7/24/2024 | Secure Asset Management LLC | 18,635 | $779K | 0.1% | +8.9% | 0.390% | |
7/19/2024 | Berkshire Money Management Inc. | 252,390 | $10.55M | 1.3% | -0.2% | 5.280% | |
7/18/2024 | Gradient Investments LLC | 24,228 | $1.01M | 0.0% | -19.5% | 0.507% | |
|
7/18/2024 | Brookstone Capital Management | 348,172 | $14.80M | 0.2% | +5,016.4% | 7.284% | |
7/18/2024 | Triad Wealth Partners LLC | 4,679 | $195K | 0.1% | N/A | 0.098% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 16,503 | $689K | 0.0% | -1.4% | 0.345% | |
7/16/2024 | BCS Wealth Management | 18,063 | $755K | 0.4% | -2.6% | 0.378% | |
7/15/2024 | RFG Advisory LLC | 10,427 | $436K | 0.0% | -42.6% | 0.218% | |
7/12/2024 | DHJJ Financial Advisors Ltd. | 20,329 | $849K | 0.4% | -23.1% | 0.425% | |
6/28/2024 | Bright Futures Wealth Management LLC. | 5,268 | $220K | 0.1% | N/A | 0.110% | |
5/30/2024 | Motiv8 Investments LLC | 36,808 | $1.48M | 1.2% | +9.9% | 0.770% | |
5/24/2024 | Cetera Advisors LLC | 23,313 | $940K | 0.0% | -34.9% | 0.488% | |
5/24/2024 | Cetera Investment Advisers | 51,531 | $2.08M | 0.0% | N/A | 1.078% | |
5/9/2024 | Wealthquest Corp | 73,486 | $2.96M | 0.3% | -79.9% | 1.537% | |
5/9/2024 | Delta Investment Management LLC | 16,247 | $655K | 0.1% | -1.7% | 0.340% | |
5/8/2024 | Berkshire Money Management Inc. | 252,870 | $10.20M | 1.2% | -88.5% | 5.290% | |
5/7/2024 | PFG Advisors | 6,091 | $246K | 0.0% | -15.7% | 0.127% | |
5/7/2024 | Spectrum Investment Advisors Inc. | 8,487 | $342K | 0.3% | -6.5% | 0.178% | |
5/1/2024 | Janney Montgomery Scott LLC | 60,592 | $2.44M | 0.0% | -1.8% | 1.254% | |
4/30/2024 | Arkadios Wealth Advisors | 5,275 | $213K | 0.0% | -39.3% | 0.109% | |
4/30/2024 | Valtinson Bruner Financial Planning LLC | 21,660 | $874K | 0.4% | -72.1% | 0.448% | |
4/29/2024 | Commonwealth Equity Services LLC | 482,434 | $19.46M | 0.0% | -2.4% | 9.988% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 53,090 | $2.14M | 0.0% | -37.8% | 1.099% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 57,888 | $2.34M | 0.5% | -2.1% | 1.199% | |
4/23/2024 | Gradient Investments LLC | 30,092 | $1.21M | 0.0% | -98.4% | 0.623% | |
4/23/2024 | Strategic Blueprint LLC | 11,074 | $447K | 0.0% | -11.9% | 0.229% | |
4/22/2024 | Outlook Wealth Advisors LLC | 14,942 | $603K | 0.2% | -5.1% | 0.309% | |
4/17/2024 | Cornerstone Wealth Group LLC | 24,847 | $1.00M | 0.1% | -8.6% | 0.514% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 16,743 | $675K | 0.0% | +96.8% | 0.180% | |
4/15/2024 | Brookstone Capital Management | 6,805 | $274K | 0.0% | -96.7% | 0.073% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 26,432 | $1.07M | 0.5% | -1.5% | 0.284% | |
4/11/2024 | RFG Advisory LLC | 18,154 | $732K | 0.0% | N/A | 0.195% | |
4/10/2024 | Marcum Wealth LLC | 42,481 | $1.71M | 0.2% | -74.3% | 0.456% | |
4/10/2024 | BCS Wealth Management | 18,549 | $748K | 0.2% | -11.3% | 0.199% | |
2/26/2024 | Centaurus Financial Inc. | 14,190 | $534K | 0.0% | -5.7% | 0.152% | |
2/23/2024 | Chicago Partners Investment Group LLC | 5,683 | $217K | 0.0% | N/A | 0.061% | |
2/16/2024 | Wealthquest Corp | 365,583 | $13.76M | 1.5% | -19.7% | 3.923% | |
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2/12/2024 | Schulz Wealth LTD. | 8,515 | $320K | 0.3% | N/A | 0.091% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 7,843 | $295K | 0.0% | -15.3% | 0.084% | |
2/9/2024 | SageView Advisory Group LLC | 745,283 | $28.05M | 0.9% | +3,750.0% | 7.997% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 85,414 | $3.21M | 0.0% | -6.3% | 0.916% | |
2/8/2024 | Beacon Pointe Advisors LLC | 16,600 | $625K | 0.0% | -6.5% | 0.178% | |
2/8/2024 | Janney Montgomery Scott LLC | 61,683 | $2.32M | 0.0% | -12.8% | 0.662% | |
2/7/2024 | Spectrum Investment Advisors Inc. | 9,074 | $341K | 0.3% | N/A | 0.097% | |
2/7/2024 | Principal Securities Inc. | 3,919 | $147K | 0.0% | N/A | 0.042% | |
2/6/2024 | Valtinson Bruner Financial Planning LLC | 77,497 | $2.92M | 1.5% | -1.7% | 0.832% | |
2/6/2024 | Lincoln National Corp | 44,175 | $1.66M | 0.0% | +39.3% | 0.474% | |
2/6/2024 | SRS Capital Advisors Inc. | 12,835 | $483K | 0.1% | -3.9% | 0.138% | |
2/2/2024 | Delta Investment Management LLC | 16,523 | $622K | 0.2% | -60.6% | 0.177% | |
2/2/2024 | Acas LLC | 7,455 | $281K | 0.3% | -5.1% | 0.080% | |
2/1/2024 | Sigma Planning Corp | 26,684 | $1.00M | 0.1% | -58.3% | 0.286% | |
2/1/2024 | CRA Financial Services LLC | 8,900 | $335K | 0.1% | +29.0% | 0.095% | |
1/31/2024 | Integral Investment Advisors Inc. | 235,037 | $8.84M | 5.6% | +2.1% | 2.522% | |
1/30/2024 | Macroview Investment Management LLC | 31,746 | $1.20M | 1.4% | -3.4% | 0.341% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 26,837 | $1.01M | 0.5% | -1.6% | 0.288% | |
1/26/2024 | Cerity Partners LLC | 47,941 | $1.80M | 0.0% | +13.4% | 0.514% | |
1/25/2024 | Strategic Blueprint LLC | 12,569 | $473K | 0.0% | -17.9% | 0.135% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 59,124 | $2.23M | 0.5% | +5.2% | 0.634% | |
1/24/2024 | Allworth Financial LP | 38,533 | $1.45M | 0.0% | -2.2% | 0.413% | |
1/22/2024 | 4J Wealth Management LLC | 5,750 | $216K | 0.2% | -14.8% | 0.062% | |
1/18/2024 | Gradient Investments LLC | 1,856,766 | $69.87M | 1.7% | +8.6% | 19.922% | |
1/16/2024 | D.B. Root & Company LLC | 5,795 | $218K | 0.1% | -31.3% | 0.062% | |
1/16/2024 | CoreCap Advisors LLC | 15,635 | $588K | 0.0% | +5.0% | 0.168% | |
1/11/2024 | Brookstone Capital Management | 208,455 | $7.84M | 0.2% | -8.1% | 2.237% | |
1/11/2024 | BCS Wealth Management | 20,914 | $787K | 0.3% | -5.5% | 0.224% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 4,500 | $169K | 0.0% | +12.5% | 0.048% | |
1/10/2024 | Marcum Wealth LLC | 165,554 | $6.23M | 0.7% | -1.5% | 1.776% | |
12/11/2023 | Sunbelt Securities Inc. | 9,300 | $321K | 0.0% | +9.4% | 0.100% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 7,550 | $260K | 0.0% | N/A | 0.081% | |
11/16/2023 | Harbour Investments Inc. | 8,249 | $284K | 0.0% | +17.3% | 0.089% | |
11/16/2023 | Penserra Capital Management LLC | 138,525 | $4.77M | 0.1% | +43.5% | 1.486% | |
11/15/2023 | Townsquare Capital LLC | 42,080 | $1.45M | 0.0% | +57.6% | 0.452% | |
11/14/2023 | Milestone Asset Management LLC | 208,619 | $7.19M | 2.5% | N/A | 2.238% | |
11/13/2023 | Sugarloaf Wealth Management LLC | 8,350 | $288K | 0.1% | +2,683.3% | 0.090% | |
11/13/2023 | Kestra Advisory Services LLC | 9,211 | $318K | 0.0% | +9.1% | 0.099% | |
11/9/2023 | First Heartland Consultants Inc. | 35,760 | $1.23M | 0.2% | N/A | 0.384% | |
11/9/2023 | Blair William & Co. IL | 28,381 | $978K | 0.0% | +846.0% | 0.305% | |
11/8/2023 | Ausdal Financial Partners Inc. | 5,855 | $202K | 0.0% | N/A | 0.063% | |
11/8/2023 | HighTower Advisors LLC | 163,332 | $5.63M | 0.0% | +10.2% | 1.752% | |
11/8/2023 | Janney Montgomery Scott LLC | 70,741 | $2.44M | 0.0% | -6.1% | 0.759% | |
11/8/2023 | Atria Wealth Solutions Inc. | 6,383 | $220K | 0.0% | N/A | 0.068% | |
11/8/2023 | Spire Wealth Management | 32,300 | $1.11M | 0.0% | +6.6% | 0.347% | |
11/6/2023 | Sigma Planning Corp | 63,954 | $2.21M | 0.1% | +286.3% | 0.686% | |
11/6/2023 | My Personal CFO LLC | 37,320 | $1.29M | 1.0% | +40.0% | 0.400% | |
11/6/2023 | Lincoln National Corp | 31,704 | $1.09M | 0.0% | +6.7% | 0.340% | |
11/4/2023 | EverSource Wealth Advisors LLC | 4,552 | $157K | 0.0% | -10.6% | 0.049% | |
11/4/2023 | D.B. Root & Company LLC | 8,441 | $291K | 0.1% | +10.1% | 0.091% | |
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10/31/2023 | Allworth Financial LP | 39,412 | $1.36M | 0.0% | +246,225.0% | 0.423% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 56,213 | $1.94M | 0.5% | +32.8% | 0.603% | |
10/27/2023 | Gradient Investments LLC | 1,709,296 | $58.92M | 1.6% | +6,104,528.6% | 18.340% | |
10/26/2023 | Macroview Investment Management LLC | 32,866 | $1.13M | 1.5% | N/A | 0.353% | |
10/25/2023 | Beacon Financial Advisory LLC | 8,224 | $283K | 0.2% | N/A | 0.088% | |
10/24/2023 | Acas LLC | 7,855 | $271K | 0.3% | -9.8% | 0.084% | |
10/24/2023 | Stratos Wealth Advisors LLC | 32,623 | $1.13M | 0.1% | N/A | 0.350% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 19,682 | $678K | 0.0% | +77.9% | 0.211% | |
10/24/2023 | Raymond James & Associates | 9,012 | $311K | 0.0% | -5.2% | 0.097% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 91,204 | $3.14M | 0.0% | +118.0% | 0.979% | |