7/26/2024 | Harbour Investments Inc. | 4,110 | $196K | 0.0% | +11.1% | 0.091% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 86,306 | $4.11M | 0.0% | +55.3% | 1.918% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 6,691 | $319K | 0.0% | N/A | 0.149% | |
7/22/2024 | Atria Wealth Solutions Inc. | 22,097 | $1.05M | 0.0% | N/A | 0.491% | |
7/22/2024 | Focus Financial Network Inc. | 9,360 | $447K | 0.0% | +12.9% | 0.208% | |
7/18/2024 | Brookstone Capital Management | 36,653 | $1.75M | 0.0% | +26.1% | 0.815% | |
|
7/18/2024 | Outlook Wealth Advisors LLC | 47,219 | $2.22M | 0.7% | +372.1% | 1.049% | |
7/17/2024 | AdvisorNet Financial Inc | 27,351 | $1.30M | 0.1% | +14.1% | 0.608% | |
7/16/2024 | BCS Wealth Management | 22,831 | $1.09M | 0.5% | +12.2% | 0.507% | |
7/16/2024 | Sequoia Financial Advisors LLC | 9,109 | $434K | 0.0% | -6.1% | 0.202% | |
7/15/2024 | Diligent Investors LLC | 24,364 | $1.16M | 0.3% | +136.6% | 0.541% | |
7/13/2024 | Keystone Wealth Services LLC | 13,329 | $635K | 0.2% | +2.9% | 0.296% | |
7/12/2024 | Cypress Wealth Services LLC | 12,380 | $590K | 0.1% | -10.0% | 0.275% | |
7/12/2024 | CRA Financial Services LLC | 12,179 | $580K | 0.1% | +91.5% | 0.271% | |
7/12/2024 | DHJJ Financial Advisors Ltd. | 13,442 | $640K | 0.3% | +34.3% | 0.299% | |
7/11/2024 | Cambridge Advisors Inc. | 36,140 | $1.72M | 0.4% | +1.0% | 0.803% | |
7/10/2024 | CWM LLC | 20,262 | $965K | 0.0% | +5.7% | 0.450% | |
7/8/2024 | Sugarloaf Wealth Management LLC | 32,359 | $1.54M | 0.3% | +8.0% | 0.719% | |
5/24/2024 | Cetera Advisors LLC | 5,385 | $245K | 0.0% | -50.5% | 0.120% | |
5/24/2024 | Cetera Investment Advisers | 45,915 | $2.09M | 0.0% | +230.4% | 1.020% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 5,744 | $240K | 0.0% | N/A | 0.128% | |
5/14/2024 | JT Stratford LLC | 7,075 | $322K | 0.1% | N/A | 0.169% | |
5/10/2024 | Osaic Holdings Inc. | 168,130 | $7.65M | 0.0% | -47.1% | 4.022% | |
5/9/2024 | Blair William & Co. IL | 80,658 | $3.67M | 0.0% | +3,010.6% | 1.930% | |
5/9/2024 | SageView Advisory Group LLC | 20,576 | $936K | 0.0% | N/A | 0.492% | |
5/7/2024 | Pillar Wealth Advisors LLC | 13,044 | $594K | 0.4% | -16.5% | 0.312% | |
5/1/2024 | Janney Montgomery Scott LLC | 32,186 | $1.47M | 0.0% | +101.2% | 0.770% | |
5/1/2024 | Sequoia Financial Advisors LLC | 9,699 | $441K | 0.0% | -41.4% | 0.232% | |
4/30/2024 | Valtinson Bruner Financial Planning LLC | 47,809 | $2.18M | 0.9% | -1.3% | 1.144% | |
4/29/2024 | Commonwealth Equity Services LLC | 97,627 | $4.44M | 0.0% | -24.9% | 2.336% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 55,583 | $2.53M | 0.0% | +3.8% | 1.575% | |
4/24/2024 | Arlington Capital Management Inc. | 10,001 | $455K | 0.4% | +46.1% | 0.283% | |
4/23/2024 | Strategic Blueprint LLC | 46,351 | $2.11M | 0.1% | +0.7% | 1.313% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 30,345 | $1.38M | 0.0% | +5.0% | 0.860% | |
4/22/2024 | Outlook Wealth Advisors LLC | 10,001 | $455K | 0.1% | +28.2% | 0.283% | |
4/15/2024 | Brookstone Capital Management | 29,060 | $1.32M | 0.0% | +392.0% | 0.823% | |
4/15/2024 | Sunbelt Securities Inc. | 2,874 | $131K | 0.0% | -14.4% | 0.081% | |
4/12/2024 | Keystone Wealth Services LLC | 12,955 | $590K | 0.2% | +5.0% | 0.367% | |
4/12/2024 | AdvisorNet Financial Inc | 23,963 | $1.09M | 0.1% | -21.8% | 0.679% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 10,010 | $456K | 0.2% | -39.0% | 0.284% | |
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4/11/2024 | FOCUS Wealth Advisors LLC | 206,229 | $9.39M | 5.0% | +25.6% | 5.842% | |
4/10/2024 | BCS Wealth Management | 20,344 | $926K | 0.3% | -5.1% | 0.554% | |
2/12/2024 | Focus Financial Network Inc. ADV | 4,808 | $214K | 0.0% | N/A | 0.131% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 53,533 | $2.38M | 0.0% | -6.5% | 1.459% | |
2/8/2024 | First Heartland Consultants Inc. | 82,461 | $3.67M | 0.4% | -41.3% | 2.247% | |
2/8/2024 | Sound View Wealth Advisors Group LLC | 6,156 | $274K | 0.0% | -15.4% | 0.168% | |
2/8/2024 | Janney Montgomery Scott LLC | 15,997 | $712K | 0.0% | +144.2% | 0.436% | |
2/7/2024 | Avantax Advisory Services Inc. | 5,048 | $225K | 0.0% | -72.9% | 0.138% | |
2/7/2024 | Principal Securities Inc. | 35,474 | $1.58M | 0.1% | N/A | 0.967% | |
2/7/2024 | Arlington Capital Management Inc. | 6,846 | $305K | 0.3% | N/A | 0.187% | |
2/6/2024 | Valtinson Bruner Financial Planning LLC | 48,448 | $2.16M | 1.1% | -2.9% | 1.320% | |
2/2/2024 | Truist Financial Corp | 7,111 | $316K | 0.0% | -49.4% | 0.194% | |
2/2/2024 | Atria Wealth Solutions Inc. | 15,027 | $668K | 0.0% | -26.1% | 0.409% | |
2/1/2024 | CWM LLC | 17,967 | $799K | 0.0% | +17.6% | 0.490% | |
2/1/2024 | CRA Financial Services LLC | 6,359 | $283K | 0.1% | -20.8% | 0.173% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 16,401 | $730K | 0.3% | -4.5% | 0.447% | |
1/29/2024 | Koshinski Asset Management Inc. | 10,530 | $468K | 0.1% | +56.0% | 0.287% | |
1/25/2024 | Strategic Blueprint LLC | 46,022 | $2.05M | 0.2% | -2.6% | 1.254% | |
1/24/2024 | Stratos Wealth Advisors LLC | 9,272 | $412K | 0.0% | -3.1% | 0.253% | |
1/24/2024 | Arkadios Wealth Advisors | 11,714 | $521K | 0.0% | -10.5% | 0.319% | |
1/19/2024 | AdvisorNet Financial Inc | 30,660 | $1.36M | 0.1% | -1.5% | 0.835% | |
1/19/2024 | PFG Advisors | 10,970 | $488K | 0.0% | -35.6% | 0.299% | |
1/17/2024 | Keystone Wealth Services LLC | 12,340 | $549K | 0.2% | -10.0% | 0.336% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 28,901 | $1.29M | 0.0% | -1.8% | 0.787% | |
1/16/2024 | Raymond James & Associates | 12,997 | $578K | 0.0% | +5.9% | 0.354% | |
1/16/2024 | CoreCap Advisors LLC | 18,241 | $811K | 0.1% | +14.9% | 0.497% | |
1/11/2024 | Brookstone Capital Management | 5,907 | $263K | 0.0% | -58.6% | 0.161% | |
1/11/2024 | FOCUS Wealth Advisors LLC | 164,215 | $7.31M | 4.6% | +1.2% | 4.475% | |
1/11/2024 | BCS Wealth Management | 21,436 | $954K | 0.4% | -10.5% | 0.584% | |
1/11/2024 | Cypress Wealth Services LLC | 13,757 | $612K | 0.2% | -2.1% | 0.375% | |
1/10/2024 | Sugarloaf Wealth Management LLC | 29,972 | $1.33M | 0.3% | -4.4% | 0.817% | |
1/5/2024 | WealthPlan Investment Management LLC | 40,705 | $1.81M | 0.3% | -46.1% | 1.109% | |
11/15/2023 | WealthPlan Investment Management LLC | 75,582 | $3.16M | 0.4% | +56,728.6% | 2.059% | |
11/13/2023 | Visionary Wealth Advisors | 12,478 | $522K | 0.0% | -3.7% | 0.340% | |
11/13/2023 | Kestra Advisory Services LLC | 29,944 | $1.25M | 0.0% | -38.7% | 0.816% | |
11/9/2023 | First Heartland Consultants Inc. | 140,432 | $5.87M | 0.7% | +7.3% | 3.826% | |
11/8/2023 | Janney Montgomery Scott LLC | 6,550 | $274K | 0.0% | -11.3% | 0.178% | |
11/8/2023 | Atria Wealth Solutions Inc. | 20,324 | $850K | 0.0% | -2.1% | 0.554% | |
11/8/2023 | Avantax Advisory Services Inc. | 18,604 | $778K | 0.0% | -10.2% | 0.507% | |
11/6/2023 | Sigma Planning Corp | 14,254 | $596K | 0.0% | -15.2% | 0.388% | |
11/6/2023 | Lincoln National Corp | 14,988 | $627K | 0.0% | -6.3% | 0.408% | |
11/2/2023 | WealthPlan Investment Management LLC | 38,589 | $1.61M | 0.2% | +28,914.3% | 1.051% | |
11/1/2023 | Calton & Associates Inc. | 9,905 | $414K | 0.6% | N/A | 0.270% | |
10/24/2023 | Valtinson Bruner Financial Planning LLC | 49,915 | $2.09M | 1.1% | -0.9% | 1.360% | |
10/24/2023 | Stratos Wealth Advisors LLC | 9,565 | $400K | 0.0% | -18.6% | 0.261% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 29,438 | $1.23M | 0.0% | -9.0% | 0.802% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 57,250 | $2.39M | 0.0% | +5.2% | 1.560% | |
10/23/2023 | Commonwealth Equity Services LLC | 117,477 | $4.91M | 0.0% | -56.2% | 3.201% | |
10/20/2023 | FOCUS Wealth Advisors LLC | 162,311 | $6.79M | 4.7% | -6.8% | 4.423% | |
10/18/2023 | Koshinski Asset Management Inc. | 6,750 | $282K | 0.0% | -3.6% | 0.184% | |
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10/18/2023 | Cambridge Advisors Inc. | 35,777 | $1.50M | 0.4% | N/A | 0.975% | |
10/13/2023 | PFG Advisors | 17,039 | $713K | 0.1% | +25.8% | 0.464% | |
10/13/2023 | Retirement Guys Formula LLC | 165,666 | $6.93M | 4.8% | -2.1% | 4.514% | |
10/13/2023 | Arkadios Wealth Advisors | 13,087 | $547K | 0.1% | -4.6% | 0.357% | |
10/11/2023 | AE Wealth Management LLC | 12,371 | $517K | 0.0% | -10.4% | 0.337% | |
10/11/2023 | CWM LLC | 15,276 | $639K | 0.0% | +28.0% | 0.416% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 17,178 | $718K | 0.3% | -3.1% | 0.468% | |
10/5/2023 | Keystone Wealth Services LLC | 13,716 | $574K | 0.2% | -9.5% | 0.374% | |
8/21/2023 | Osaic Holdings Inc. | 367,185 | $15.31M | 0.0% | +231.9% | 10.005% | |
8/11/2023 | Visionary Wealth Advisors | 12,963 | $540K | 0.0% | +5.2% | 0.353% | |