5/2/2025 | Kingsview Wealth Management LLC | 1,356,308 | $36.85M | 0.7% | +8,093.7% | 14.856% | |
4/30/2025 | Trek Financial LLC | 28,182 | $766K | 0.1% | +22.6% | 0.309% | |
4/29/2025 | Envestnet Asset Management Inc. | 39,221 | $1.07M | 0.0% | +31.7% | 0.430% | |
4/29/2025 | World Investment Advisors | 24,625 | $669K | 0.0% | -22.4% | 0.270% | |
4/29/2025 | Strategic Blueprint LLC | 26,542 | $721K | 0.0% | +8.9% | 0.291% | |
4/29/2025 | Brookstone Capital Management | 97,055 | $2.64M | 0.0% | +12.5% | 1.063% | |
4/29/2025 | OneDigital Investment Advisors LLC | 9,000 | $245K | 0.0% | N/A | 0.099% | |
4/28/2025 | Pinnacle Financial Partners Inc | 57,128 | $1.55M | 0.0% | N/A | 0.626% | |
4/25/2025 | Sovran Advisors LLC | 19,124 | $518K | 0.1% | -36.1% | 0.209% | |
4/24/2025 | Money Concepts Capital Corp | 59,488 | $1.62M | 0.1% | +64.1% | 0.652% | |
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4/23/2025 | AssuredPartners Investment Advisors LLC | 23,115 | $628K | 0.1% | +5.7% | 0.253% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 13,906 | $378K | 0.0% | +34.5% | 0.152% | |
4/22/2025 | Weaver Capital Management LLC | 39,443 | $1.07M | 0.3% | N/A | 0.432% | |
4/15/2025 | Chris Bulman Inc | 11,036 | $300K | 0.2% | N/A | 0.121% | |
4/15/2025 | Accurate Wealth Management LLC | 15,349 | $416K | 0.1% | N/A | 0.169% | |
4/14/2025 | Farther Finance Advisors LLC | 31,756 | $863K | 0.0% | +205.4% | 0.349% | |
4/11/2025 | Pinnacle Wealth Management Group Inc. | 11,350 | $308K | 0.2% | N/A | 0.125% | |
4/10/2025 | Fermata Advisors LLC | 21,255 | $577K | 0.1% | +126.4% | 0.234% | |
4/10/2025 | Lifestyle Asset Management Inc. | 11,113 | $302K | 0.2% | N/A | 0.122% | |
4/9/2025 | HBW Advisory Services LLC | 68,447 | $1.86M | 0.3% | N/A | 0.752% | |
4/8/2025 | IFG Advisors LLC | 10,995 | $299K | 0.1% | N/A | 0.121% | |
4/8/2025 | Rothschild Investment LLC | 293,250 | $7.97M | 0.5% | -1.3% | 3.223% | |
3/12/2025 | Centaurus Financial Inc. | 66,544 | $1.82M | 0.1% | -6.4% | 0.735% | |
2/19/2025 | Blue Sky Capital Consultants Group Inc. | 38,171 | $1.04M | 0.6% | N/A | 0.000% | |
2/18/2025 | Sunbelt Securities Inc. | 2,650 | $72K | 0.0% | +39.5% | 0.000% | |
2/17/2025 | CoreCap Advisors LLC | 2,046 | $56K | 0.0% | N/A | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 83,205 | $2.27M | 0.0% | +2.2% | 0.000% | |
2/14/2025 | Gallagher Fiduciary Advisors LLC | 9,654 | $263K | 0.1% | +10.7% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 60,600 | $1.65M | 0.0% | -4.0% | 0.000% | |
2/13/2025 | Barclays PLC | 5,425 | $148K | 0.0% | N/A | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 29,775 | $812K | 0.0% | -95.4% | 0.000% | |
2/12/2025 | Physician Wealth Advisors Inc. | 1,830 | $50K | 0.0% | N/A | 0.000% | |
2/12/2025 | AssuredPartners Investment Advisors LLC | 21,868 | $596K | 0.1% | N/A | 0.000% | |
2/12/2025 | Ausdal Financial Partners Inc. | 27,399 | $747K | 0.1% | N/A | 0.000% | |
2/11/2025 | WorthPointe LLC | 8,248 | $225K | 0.1% | N/A | 0.000% | |
2/10/2025 | Harbour Investments Inc. | 28,046 | $765K | 0.0% | +4.8% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 343,965 | $9.38M | 0.0% | +0.9% | 0.000% | |
2/10/2025 | Farther Finance Advisors LLC | 10,399 | $284K | 0.0% | N/A | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 229,544 | $6.26M | 0.0% | +10.7% | 0.000% | |
2/4/2025 | Rothschild Investment LLC | 297,250 | $8.11M | 0.5% | +1.0% | 0.000% | |
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2/4/2025 | Wealthgarden F.S. LLC | 7,977 | $218K | 0.2% | N/A | 0.000% | |
1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 26,215 | $715K | 0.0% | -26.8% | 0.000% | |
1/31/2025 | Atria Wealth Solutions Inc. | 14,308 | $390K | 0.0% | -5.2% | 0.000% | |
1/30/2025 | Allworth Financial LP | 2,595 | $71K | 0.0% | N/A | 0.000% | |
1/29/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 7,843 | $206K | 0.0% | -78.1% | 0.000% | |
1/29/2025 | Sovran Advisors LLC | 29,905 | $816K | 0.1% | N/A | 0.000% | |
1/29/2025 | Soltis Investment Advisors LLC | 24,037 | $655K | 0.1% | -96.5% | 0.000% | |
1/28/2025 | Kingsview Wealth Management LLC | 16,553 | $451K | 0.0% | -5.7% | 0.000% | |
1/28/2025 | Keystone Financial Group Inc. | 18,526 | $505K | 0.4% | N/A | 0.000% | |
1/21/2025 | Encompass More Asset Management | 32,131 | $876K | 0.3% | N/A | 0.000% | |
1/15/2025 | Merit Financial Group LLC | 13,197 | $360K | 0.0% | +30.3% | 0.000% | |
1/15/2025 | Fermata Advisors LLC | 9,388 | $256K | 0.0% | N/A | 0.000% | |
1/13/2025 | Brookstone Capital Management | 86,267 | $2.35M | 0.0% | -14.5% | 0.000% | |
1/10/2025 | Sugarloaf Wealth Management LLC | 6,711 | $183K | 0.0% | N/A | 0.000% | |
12/12/2024 | Brass Tax Wealth Management Inc. | 7,859 | $210K | 0.1% | N/A | 0.000% | |
11/25/2024 | World Investment Advisors LLC | 31,725 | $846K | 0.0% | N/A | 0.000% | |
11/18/2024 | Soltis Investment Advisors LLC | 687,404 | $18.34M | 1.8% | N/A | 0.000% | |
11/18/2024 | Sunbelt Securities Inc. | 1,900 | $51K | 0.0% | N/A | 0.000% | |
11/15/2024 | Legacy Investment Solutions LLC | 1,913 | $52K | 0.0% | N/A | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 207,358 | $5.53M | 0.0% | N/A | 0.000% | |
11/14/2024 | First Commonwealth Financial Corp PA | 20,208 | $539K | 0.1% | N/A | 0.000% | |
11/12/2024 | Centaurus Financial Inc. | 71,075 | $1.90M | 0.1% | N/A | 0.000% | |
11/12/2024 | Kingsview Wealth Management LLC | 17,550 | $468K | 0.0% | N/A | 0.000% | |
11/5/2024 | Harbour Investments Inc. | 26,773 | $714K | 0.0% | N/A | 0.000% | |
10/25/2024 | Strategic Blueprint LLC | 24,477 | $653K | 0.0% | N/A | 0.000% | |
10/22/2024 | Sequoia Financial Advisors LLC | 19,152 | $511K | 0.0% | N/A | 0.000% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 35,816 | $956K | 0.1% | N/A | 0.000% | |
10/8/2024 | Brookstone Capital Management | 100,883 | $2.69M | 0.0% | N/A | 0.000% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 10,726 | $286K | 0.0% | N/A | 0.000% | |