4/24/2024 | Blue Bell Private Wealth Management LLC | 39,367 | $1.85M | 0.4% | -3.5% | 0.304% | |
4/23/2024 | Strategic Blueprint LLC | 18,399 | $865K | 0.1% | -7.4% | 0.142% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 139,168 | $6.54M | 0.0% | -27.8% | 1.075% | |
4/22/2024 | Echo Wealth Management LLC | 5,801 | $273K | 0.2% | N/A | 0.045% | |
4/16/2024 | Maltin Wealth Management Inc. | 17,240 | $811K | 0.5% | +2.3% | 0.145% | |
4/15/2024 | Sunbelt Securities Inc. | 10,698 | $503K | 0.1% | -15.4% | 0.090% | |
|
4/15/2024 | Flagstar Advisors Inc. | 12,386 | $582K | 0.2% | -9.6% | 0.105% | |
4/12/2024 | Central Valley Advisors LLC | 110,479 | $5.20M | 2.7% | +7.6% | 0.932% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 7,260 | $341K | 0.2% | -4.1% | 0.061% | |
4/10/2024 | Fragasso Group Inc. | 38,365 | $1.80M | 0.2% | -2.2% | 0.324% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 9,683 | $428K | 0.0% | -20.6% | 0.082% | |
2/26/2024 | Centaurus Financial Inc. | 2,271 | $100K | 0.0% | N/A | 0.019% | |
2/16/2024 | Harbour Investments Inc. | 170,137 | $7.51M | 0.3% | -8.0% | 1.436% | |
2/14/2024 | Icon Wealth Advisors LLC | 9,669 | $427K | 0.0% | N/A | 0.082% | |
2/13/2024 | Stephens Inc. AR | 137,072 | $6.05M | 0.1% | -6.5% | 1.157% | |
2/12/2024 | Laidlaw Wealth Management LLC | 24,103 | $1.06M | 0.4% | -11.1% | 0.203% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 15,785 | $697K | 0.0% | +33.4% | 0.133% | |
2/9/2024 | Central Valley Advisors LLC | 102,676 | $4.53M | 2.7% | N/A | 0.866% | |
2/9/2024 | Hanlon Investment Management Inc. | 6,659 | $294K | 0.1% | -54.7% | 0.056% | |
2/9/2024 | CreativeOne Wealth LLC | 158,638 | $7.00M | 0.4% | +17.5% | 1.339% | |
2/8/2024 | Janney Montgomery Scott LLC | 13,805 | $609K | 0.0% | -3.4% | 0.116% | |
2/7/2024 | Avantax Advisory Services Inc. | 38,858 | $1.72M | 0.0% | -5.7% | 0.328% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 4,800 | $212K | 0.0% | N/A | 0.041% | |
2/7/2024 | NBC Securities Inc. | 3,333 | $147K | 0.0% | -6.5% | 0.028% | |
2/7/2024 | Integrity Financial Corp WA | 23,840 | $1.05M | 0.8% | -11.5% | 0.201% | |
2/7/2024 | Principal Securities Inc. | 1,764 | $78K | 0.0% | N/A | 0.015% | |
2/6/2024 | Valtinson Bruner Financial Planning LLC | 114,784 | $5.07M | 2.6% | -1.2% | 0.969% | |
2/6/2024 | Commonwealth Equity Services LLC | 541,360 | $23.90M | 0.0% | -19.4% | 4.568% | |
2/5/2024 | Kestra Private Wealth Services LLC | 64,133 | $2.83M | 0.1% | -8.4% | 0.541% | |
2/2/2024 | Truist Financial Corp | 39,696 | $1.75M | 0.0% | -3.1% | 0.335% | |
2/1/2024 | Sigma Planning Corp | 20,036 | $885K | 0.1% | -61.5% | 0.169% | |
2/1/2024 | CWM LLC | 328,159 | $14.49M | 0.1% | +16.5% | 2.769% | |
1/26/2024 | Financial Guidance Group Inc. | 118,612 | $5.24M | 3.6% | -1.5% | 1.001% | |
1/26/2024 | Turtle Creek Wealth Advisors LLC | 1,526 | $67K | 0.0% | N/A | 0.013% | |
1/25/2024 | Strategic Blueprint LLC | 19,861 | $877K | 0.1% | +1.7% | 0.168% | |
1/24/2024 | Sowell Financial Services LLC | 43,473 | $1.90M | 0.1% | -3.7% | 0.367% | |
1/23/2024 | Camelot Portfolios LLC | 26,612 | $1.18M | 0.7% | +16.6% | 0.225% | |
1/22/2024 | Zimmermann Investment Management & Planning LLC | 122,128 | $5.39M | 2.2% | -2.4% | 1.031% | |
1/19/2024 | Flagstar Advisors Inc. | 13,701 | $605K | 0.2% | -7.2% | 0.116% | |
1/18/2024 | Maltin Wealth Management Inc. | 16,846 | $744K | 0.5% | -2.3% | 0.142% | |
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1/17/2024 | Keystone Wealth Services LLC | 238,509 | $10.53M | 3.6% | -1.6% | 2.013% | |
1/17/2024 | Mason & Associates Inc | 1,485,310 | $65.58M | 19.3% | N/A | 12.534% | |
1/16/2024 | HBW Advisory Services LLC | 9,268 | $409K | 0.1% | -11.2% | 0.078% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 192,684 | $8.51M | 0.0% | -1.7% | 1.626% | |
1/16/2024 | Raymond James & Associates | 51,589 | $2.28M | 0.0% | -2.2% | 0.435% | |
1/16/2024 | CoreCap Advisors LLC | 4,599 | $203K | 0.0% | N/A | 0.039% | |
1/12/2024 | Advisor Resource Council | 17,178 | $758K | 0.1% | N/A | 0.145% | |
1/11/2024 | Baker Tilly Wealth Management LLC | 15,459 | $683K | 0.1% | -12.5% | 0.130% | |
1/11/2024 | SOA Wealth Advisors LLC. | 12,671 | $559K | 0.1% | -2.3% | 0.107% | |
1/8/2024 | Fragasso Group Inc. | 39,209 | $1.73M | 0.2% | -1.5% | 0.331% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 12,197 | $494K | 0.0% | +4.4% | 0.103% | |
11/16/2023 | Harbour Investments Inc. | 184,951 | $7.50M | 0.4% | +9.4% | 1.561% | |
11/13/2023 | Mariner LLC | 140,107 | $5.68M | 0.0% | +2.3% | 1.182% | |
11/13/2023 | LPL Financial LLC | 202,905 | $8.23M | 0.0% | +1,394.1% | 1.712% | |
11/13/2023 | Laidlaw Wealth Management LLC | 27,115 | $1.10M | 0.3% | N/A | 0.229% | |
11/13/2023 | Envestnet Asset Management Inc. | 345,818 | $14.02M | 0.0% | +107.5% | 2.918% | |
11/13/2023 | Kestra Advisory Services LLC | 48,185 | $1.95M | 0.0% | -77.1% | 0.407% | |
11/8/2023 | Janney Montgomery Scott LLC | 14,293 | $579K | 0.0% | N/A | 0.121% | |
11/8/2023 | Atria Wealth Solutions Inc. | 5,583 | $226K | 0.0% | +12.0% | 0.047% | |
11/8/2023 | Sowell Financial Services LLC | 45,128 | $1.81M | 0.1% | +4.8% | 0.381% | |
11/8/2023 | Avantax Advisory Services Inc. | 41,212 | $1.67M | 0.0% | +408.7% | 0.348% | |
11/8/2023 | Kestra Private Wealth Services LLC | 69,988 | $2.84M | 0.1% | -15.1% | 0.591% | |
11/7/2023 | Kingsview Wealth Management LLC | 28,633 | $1.16M | 0.0% | N/A | 0.242% | |
11/7/2023 | Atria Investments Inc | 138,051 | $5.60M | 0.1% | +0.8% | 1.165% | |
11/6/2023 | Sigma Planning Corp | 52,046 | $2.11M | 0.1% | +178.8% | 0.439% | |
11/6/2023 | Lincoln National Corp | 6,750 | $274K | 0.0% | N/A | 0.057% | |
11/4/2023 | NBC Securities Inc. | 3,564 | $144K | 0.0% | N/A | 0.030% | |
11/3/2023 | MGO One Seven LLC | 9,585 | $389K | 0.0% | -37.5% | 0.081% | |
11/3/2023 | Main Street Financial Solutions LLC | 7,655 | $310K | 0.0% | -10.3% | 0.065% | |
10/31/2023 | AlphaMark Advisors LLC | 800 | $32K | 0.0% | N/A | 0.007% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 40,983 | $1.66M | 0.4% | +36.6% | 0.346% | |
10/30/2023 | SFI Advisors LLC | 5,295 | $215K | 0.2% | N/A | 0.045% | |
10/25/2023 | KMG Fiduciary Partners LLC | 25,046 | $1.02M | 0.1% | N/A | 0.211% | |
10/24/2023 | Valtinson Bruner Financial Planning LLC | 116,186 | $4.71M | 2.6% | -0.9% | 0.980% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 196,081 | $7.95M | 0.0% | +51.8% | 1.655% | |
10/24/2023 | Raymond James & Associates | 52,758 | $2.14M | 0.0% | +90.4% | 0.445% | |
10/23/2023 | Commonwealth Equity Services LLC | 671,471 | $27.22M | 0.1% | +4.2% | 5.666% | |
10/20/2023 | Camelot Portfolios LLC | 22,827 | $925K | 0.9% | -13.1% | 0.193% | |
10/18/2023 | Flagstar Advisors Inc. | 14,766 | $599K | 0.2% | +16.0% | 0.125% | |
10/18/2023 | Hanlon Investment Management Inc. | 14,698 | $596K | 0.2% | +5.1% | 0.124% | |
10/18/2023 | Strategic Blueprint LLC | 19,525 | $792K | 0.1% | +112.5% | 0.165% | |
10/17/2023 | CreativeOne Wealth LLC | 134,976 | $5.47M | 0.4% | +79.0% | 1.139% | |
10/12/2023 | IFP Advisors Inc | 9,022 | $366K | 0.0% | +45.4% | 0.076% | |
10/11/2023 | AE Wealth Management LLC | 87,105 | $3.53M | 0.0% | +635.1% | 0.735% | |
10/11/2023 | CWM LLC | 281,752 | $11.42M | 0.1% | +37.1% | 2.378% | |
10/11/2023 | Maltin Wealth Management Inc. | 17,240 | $699K | 0.5% | +7.1% | 0.145% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 7,630 | $309K | 0.1% | +6.6% | 0.064% | |
10/10/2023 | SOA Wealth Advisors LLC. | 12,968 | $526K | 0.1% | +7.5% | 0.109% | |
10/5/2023 | Keystone Wealth Services LLC | 242,335 | $9.82M | 3.7% | +0.7% | 2.045% | |
8/21/2023 | Osaic Holdings Inc. | 469,518 | $19.45M | 0.0% | +47.8% | 3.962% | |
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8/16/2023 | PCA Investment Advisory Services Inc. | 4,690 | $194K | 0.1% | -18.7% | 0.040% | |
8/14/2023 | Stephens Inc. AR | 144,432 | $5.99M | 0.1% | +29.5% | 1.219% | |
8/14/2023 | Sowell Financial Services LLC | 43,069 | $1.78M | 0.1% | +19.0% | 0.363% | |
8/14/2023 | MML Investors Services LLC | 105,411 | $4.37M | 0.0% | +987.8% | 0.890% | |
8/14/2023 | Swmg LLC | 12,178 | $505K | 0.3% | N/A | 0.103% | |
8/11/2023 | Kestra Advisory Services LLC | 210,071 | $8.71M | 0.1% | -18.2% | 1.773% | |
8/11/2023 | FSB Premier Wealth Management Inc. | 15,382 | $637K | 0.3% | +10.3% | 0.130% | |
8/10/2023 | Osaic Holdings Inc. | 469,518 | $19.45M | 0.0% | +47.8% | 3.962% | |
8/10/2023 | GeoWealth Management LLC | 1,149 | $48K | 0.0% | N/A | 0.010% | |
8/10/2023 | Commonwealth Equity Services LLC | 644,374 | $26.70M | 0.1% | +11.9% | 5.438% | |