5/4/2024 | Geneos Wealth Management Inc. | 72,214 | $3.43M | 0.2% | -5.9% | 0.645% | |
5/1/2024 | Intelligence Driven Advisers LLC | 237,031 | $11.25M | 1.7% | N/A | 2.116% | |
4/30/2024 | Mainstay Capital Management LLC ADV | 5,977 | $284K | 0.1% | N/A | 0.053% | |
4/30/2024 | Commonwealth Equity Services LLC | 28,116 | $1.33M | 0.0% | +1.5% | 0.251% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 39,174 | $1.86M | 0.0% | +24.5% | 0.358% | |
4/23/2024 | Global Retirement Partners LLC | 4,550 | $216K | 0.0% | +8.4% | 0.042% | |
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4/23/2024 | Raymond James Financial Services Advisors Inc. | 247,532 | $11.75M | 0.0% | +120.4% | 2.296% | |
4/17/2024 | Foguth Wealth Management LLC. | 86,886 | $4.12M | 2.2% | N/A | 0.873% | |
4/12/2024 | Fermata Advisors LLC | 7,697 | $365K | 0.1% | -65.3% | 0.081% | |
4/10/2024 | Signal Advisors Wealth LLC | 86,985 | $4.13M | 1.0% | -6.6% | 0.920% | |
4/8/2024 | RVW Wealth LLC | 28,786 | $1.37M | 0.1% | -8.8% | 0.308% | |
2/26/2024 | Centaurus Financial Inc. | 2,380 | $103K | 0.0% | N/A | 0.034% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 31,459 | $1.36M | 0.0% | -20.2% | 0.451% | |
2/8/2024 | Kingsview Wealth Management LLC | 114,986 | $4.98M | 0.1% | -1.8% | 1.647% | |
2/7/2024 | Principal Securities Inc. | 984 | $43K | 0.0% | N/A | 0.014% | |
2/6/2024 | Merit Financial Group LLC | 508,228 | $22.01M | 0.7% | +6.6% | 7.281% | |
2/6/2024 | Aveo Capital Partners LLC | 478,497 | $20.72M | 2.5% | +28.7% | 6.855% | |
2/6/2024 | McIlrath & Eck LLC | 100,623 | $4.36M | 0.8% | +12.0% | 1.442% | |
1/30/2024 | Prosperity Wealth Management Inc. | 73,250 | $3.17M | 2.1% | -8.7% | 1.057% | |
1/24/2024 | Stratos Wealth Partners LTD. | 24,922 | $1.08M | 0.0% | -9.1% | 0.370% | |
1/19/2024 | Fermata Advisors LLC | 22,187 | $961K | 0.2% | N/A | 0.331% | |
1/19/2024 | PFG Advisors | 82,267 | $3.56M | 0.3% | +2.6% | 1.228% | |
1/18/2024 | Global Retirement Partners LLC | 4,198 | $181K | 0.0% | +154.6% | 0.063% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 112,289 | $4.86M | 0.0% | -6.5% | 1.689% | |
1/16/2024 | Raymond James & Associates | 11,048 | $478K | 0.0% | -74.8% | 0.166% | |
1/16/2024 | CoreCap Advisors LLC | 29,571 | $1.28M | 0.1% | +21.4% | 0.445% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 4,915 | $211K | 0.0% | N/A | 0.075% | |
1/8/2024 | RVW Wealth LLC | 31,570 | $1.37M | 0.2% | -4.5% | 0.483% | |
1/2/2024 | Anchor Investment Management LLC | 940 | $41K | 0.0% | N/A | 0.017% | |
11/16/2023 | McIlrath & Eck LLC | 89,877 | $3.58M | 0.7% | -78.9% | 1.591% | |
11/15/2023 | Axxcess Wealth Management LLC | 12,807 | $510K | 0.0% | N/A | 0.227% | |
11/13/2023 | LPL Financial LLC | 537,992 | $21.43M | 0.0% | +44.4% | 9.522% | |
11/13/2023 | Kestra Advisory Services LLC | 32,708 | $1.30M | 0.0% | N/A | 0.579% | |
11/7/2023 | Kingsview Wealth Management LLC | 117,122 | $4.67M | 0.2% | +3.8% | 2.073% | |
11/7/2023 | Prosperity Wealth Management Inc. | 80,218 | $3.20M | 2.1% | +42.0% | 1.420% | |
11/7/2023 | Advisors Preferred LLC | 6,863 | $272K | 0.1% | +121.9% | 0.121% | |
11/7/2023 | Merit Financial Group LLC | 476,811 | $18.99M | 0.6% | +2.0% | 8.439% | |
11/6/2023 | Aveo Capital Partners LLC | 371,838 | $14.81M | 1.9% | -0.9% | 6.581% | |
11/6/2023 | Sigma Planning Corp | 14,297 | $569K | 0.0% | N/A | 0.253% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 120,039 | $4.78M | 0.0% | +1,718.8% | 2.183% | |
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10/24/2023 | Raymond James & Associates | 43,768 | $1.74M | 0.0% | -51.4% | 0.796% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 39,439 | $1.57M | 0.0% | -1.3% | 0.717% | |
10/23/2023 | Commonwealth Equity Services LLC | 14,034 | $559K | 0.0% | +60.0% | 0.255% | |
10/18/2023 | Capital Asset Advisory Services LLC | 12,546 | $505K | 0.0% | -5.4% | 0.229% | |
10/13/2023 | PFG Advisors | 80,200 | $3.19M | 0.3% | +2.6% | 1.458% | |
10/13/2023 | Global Retirement Partners LLC | 1,649 | $65K | 0.0% | +64.4% | 0.030% | |
10/11/2023 | Geneos Wealth Management Inc. | 76,713 | $3.06M | 0.2% | +109.5% | 1.395% | |
10/11/2023 | AE Wealth Management LLC | 55,105 | $2.20M | 0.0% | N/A | 1.002% | |
9/12/2023 | Prosperity Wealth Management Inc. | 56,477 | $2.29M | 1.5% | -13.8% | 1.086% | |
8/10/2023 | Osaic Holdings Inc. | 189,757 | $7.69M | 0.0% | +12.0% | 3.649% | |
8/8/2023 | Geneos Wealth Management Inc. | 36,611 | $1.48M | 0.1% | -1.7% | 0.704% | |
8/8/2023 | Aveo Capital Partners LLC | 375,117 | $15.20M | 1.9% | +4.1% | 7.214% | |
8/7/2023 | McIlrath & Eck LLC | 425,240 | $17.24M | 3.6% | +7.5% | 8.178% | |
8/4/2023 | Advisors Preferred LLC | 3,093 | $126K | 0.0% | +430.5% | 0.059% | |
8/2/2023 | Capital Asset Advisory Services LLC | 13,266 | $543K | 0.0% | -5.1% | 0.256% | |
8/1/2023 | Merit Financial Group LLC | 467,474 | $18.95M | 0.6% | +41.9% | 9.025% | |
7/31/2023 | LPL Financial LLC | 372,650 | $15.10M | 0.0% | +46.2% | 7.194% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 6,600 | $267K | 0.0% | N/A | 0.127% | |
7/25/2023 | Raymond James & Associates | 90,137 | $3.65M | 0.0% | +16.6% | 1.740% | |
7/20/2023 | PFG Advisors | 78,198 | $3.17M | 0.2% | N/A | 1.555% | |
7/18/2023 | Stratos Wealth Partners LTD. | 27,599 | $1.12M | 0.0% | N/A | 0.554% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 39,965 | $1.62M | 0.0% | -1.4% | 0.811% | |
7/12/2023 | Beacon Capital Management LLC | 1,324 | $54K | 0.0% | N/A | 0.027% | |
7/7/2023 | RVW Wealth LLC | 33,257 | $1.35M | 0.2% | -5.5% | 0.675% | |
5/12/2023 | Capital Asset Advisory Services LLC | 13,973 | $535K | 0.0% | -5.1% | 0.302% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 40,549 | $1.55M | 0.0% | +6.6% | 0.876% | |
5/10/2023 | LPL Financial LLC | 254,835 | $9.76M | 0.0% | +23.9% | 5.504% | |
5/9/2023 | McIlrath & Eck LLC | 395,594 | $15.15M | 3.5% | +10.3% | 8.544% | |
5/3/2023 | Aveo Capital Partners LLC | 360,214 | $13.80M | 1.8% | -6.6% | 7.780% | |
5/2/2023 | Birchcreek Wealth Management LLC | 5,724 | $219K | 0.2% | -34.1% | 0.124% | |
5/1/2023 | Truadvice LLC | 42,187 | $1.64M | 0.6% | +437.2% | 0.911% | |
4/28/2023 | AdvisorNet Financial Inc | 2,335 | $89K | 0.0% | +378.5% | 0.050% | |
4/24/2023 | Merit Financial Group LLC | 329,324 | $12.61M | 0.5% | +43.9% | 7.113% | |
4/18/2023 | WMG Financial Advisors LLC | 5,260 | $201K | 0.2% | N/A | 0.114% | |
4/14/2023 | Raymond James & Associates | 77,301 | $2.96M | 0.0% | +21.1% | 1.680% | |
4/11/2023 | RVW Wealth LLC | 35,202 | $1.35M | 0.2% | -9.0% | 0.765% | |
3/8/2023 | Capital Asset Advisory Services LLC | 14,726 | $538K | 0.0% | N/A | 0.245% | |
2/13/2023 | Kingsview Wealth Management LLC | 115,989 | $4.24M | 0.2% | -13.1% | 1.933% | |
2/10/2023 | CoreCap Advisors LLC | 16,045 | $586K | 0.0% | -7.0% | 0.267% | |
2/10/2023 | Advisor Group Holdings Inc. | 167,787 | $6.13M | 0.0% | -0.6% | 2.796% | |
2/8/2023 | Raymond James & Associates | 63,813 | $2.33M | 0.0% | N/A | 1.064% | |
2/8/2023 | Belpointe Asset Management LLC | 687 | $25K | 0.0% | N/A | 0.011% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 38,044 | $1.39M | 0.0% | N/A | 0.634% | |
2/7/2023 | LPL Financial LLC | 205,743 | $7.51M | 0.0% | +38.3% | 3.429% | |
2/7/2023 | Envestnet Asset Management Inc. | 10,621 | $388K | 0.0% | N/A | 0.177% | |
2/6/2023 | Birchcreek Wealth Management LLC | 8,682 | $317K | 0.3% | N/A | 0.145% | |
2/3/2023 | Aveo Capital Partners LLC | 385,653 | $14.08M | 2.1% | +5,508.7% | 6.428% | |
2/1/2023 | CWM LLC | 4,216 | $154K | 0.0% | -57.9% | 0.070% | |
1/20/2023 | Truadvice LLC | 7,853 | $297K | 0.2% | +14.2% | 0.135% | |
1/20/2023 | Intrua Financial LLC | 9,568 | $354K | 0.1% | +8.2% | 0.165% | |
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1/13/2023 | Merit Financial Group LLC | 228,900 | $8.36M | 0.3% | -1.7% | 3.926% | |
1/13/2023 | RVW Wealth LLC | 38,683 | $1.41M | 0.2% | N/A | 0.664% | |
11/16/2022 | Kingsview Wealth Management LLC | 133,509 | $4.43M | 0.2% | +1.9% | 2.543% | |
11/14/2022 | PFS Investments Inc. | 1,533,641 | $50.92M | 0.9% | +3.7% | 30.490% | |
11/9/2022 | Aveo Capital Partners LLC | 6,876 | $228K | 0.0% | N/A | 0.137% | |
11/7/2022 | Truadvice LLC | 6,874 | $250K | 0.1% | -29.0% | 0.137% | |
10/31/2022 | Merit Financial Group LLC | 232,942 | $7.73M | 0.3% | N/A | 4.925% | |
10/27/2022 | CWM LLC | 10,013 | $332K | 0.0% | N/A | 0.212% | |
10/18/2022 | McIlrath & Eck LLC | 289,654 | $9.62M | 2.6% | N/A | 6.034% | |
8/16/2022 | Kingsview Wealth Management LLC | 131,013 | $4.64M | 0.2% | N/A | 3.560% | |