5/15/2025 | OLD Mission Capital LLC | 37,196 | $1.13M | 0.0% | +128.5% | 3.915% | |
5/9/2025 | Atria Wealth Solutions Inc. | 14,306 | $433K | 0.0% | -2.9% | 1.431% | |
5/8/2025 | Harbour Investments Inc. | 22,868 | $692K | 0.0% | -19.7% | 2.287% | |
5/7/2025 | First Heartland Consultants Inc. | 11,271 | $341K | 0.0% | -8.5% | 1.127% | |
5/6/2025 | Cetera Investment Advisers | 14,818 | $448K | 0.0% | -3.4% | 1.482% | |
5/6/2025 | AE Wealth Management LLC | 14,666 | $444K | 0.0% | -45.3% | 1.467% | |
4/29/2025 | Strategic Blueprint LLC | 151,407 | $4.58M | 0.2% | -1.1% | 15.141% | |
4/24/2025 | Elevated Capital Advisors LLC | 8,582 | $260K | 0.1% | +8.6% | 0.858% | |
4/23/2025 | Nvest Financial LLC | 20,976 | $635K | 0.3% | -3.4% | 2.098% | |
4/21/2025 | Jim Saulnier & Associates LLC | 25,553 | $773K | 0.6% | +7.2% | 2.555% | |
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2/18/2025 | First Heartland Consultants Inc. | 12,322 | $383K | 0.0% | -40.0% | 1.141% | |
2/17/2025 | Cetera Investment Advisers | 15,344 | $477K | 0.0% | -19.8% | 1.421% | |
2/14/2025 | Jane Street Group LLC | 8,199 | $255K | 0.0% | N/A | 0.759% | |
2/14/2025 | MML Investors Services LLC | 63,226 | $1.97M | 0.0% | +8.8% | 5.854% | |
2/13/2025 | Raymond James Financial Inc. | 14,812 | $460K | 0.0% | N/A | 1.371% | |
2/12/2025 | OLD Mission Capital LLC | 16,275 | $506K | 0.0% | +136.3% | 1.507% | |
2/11/2025 | LPL Financial LLC | 6,977 | $217K | 0.0% | -5.4% | 0.646% | |
2/10/2025 | Harbour Investments Inc. | 28,467 | $885K | 0.0% | +2.7% | 2.636% | |
2/10/2025 | Commonwealth Equity Services LLC | 94,523 | $2.94M | 0.0% | -8.3% | 8.752% | |
2/7/2025 | PFG Advisors | 7,049 | $219K | 0.0% | -81.7% | 0.653% | |
2/6/2025 | Raymond James Financial Inc. | 14,812 | $460K | 0.0% | N/A | 1.371% | |
1/31/2025 | Atria Wealth Solutions Inc. | 14,726 | $458K | 0.0% | -5.9% | 1.364% | |
1/23/2025 | Strategic Blueprint LLC | 153,149 | $4.76M | 0.3% | -2.9% | 14.180% | |
1/23/2025 | Nvest Financial LLC | 21,723 | $675K | 0.3% | -4.8% | 2.011% | |
1/22/2025 | Jim Saulnier & Associates LLC | 23,830 | $741K | 0.7% | -6.7% | 2.206% | |
1/16/2025 | Access Financial Services Inc. | 282,720 | $8.79M | 3.9% | -1.6% | 26.178% | |
1/13/2025 | Elevated Capital Advisors LLC | 7,903 | $246K | 0.1% | N/A | 0.732% | |
12/16/2024 | SMART Wealth LLC | 207,689 | $6.33M | 2.5% | N/A | 19.230% | |
11/15/2024 | MML Investors Services LLC | 58,089 | $1.77M | 0.0% | N/A | 5.379% | |
11/12/2024 | Jim Saulnier & Associates LLC | 25,553 | $779K | 0.8% | N/A | 2.366% | |
11/6/2024 | Balboa Wealth Partners | 7,706 | $235K | 0.1% | N/A | 0.714% | |
11/5/2024 | First Heartland Consultants Inc. | 20,548 | $627K | 0.1% | -25.8% | 1.903% | |
11/5/2024 | Harbour Investments Inc. | 27,730 | $846K | 0.0% | +65.2% | 2.568% | |
10/28/2024 | Focus Financial Network Inc. | 11,171 | $341K | 0.0% | +4.1% | 1.034% | |
10/25/2024 | Strategic Blueprint LLC | 157,689 | $4.81M | 0.3% | -1.0% | 14.601% | |
10/23/2024 | Blackston Financial Advisory Group LLC | 8,308 | $253K | 0.1% | N/A | 0.769% | |
10/16/2024 | B.O.S.S. Retirement Advisors LLC | 6,752 | $206K | 0.0% | N/A | 0.625% | |
10/9/2024 | Nvest Financial LLC | 22,818 | $696K | 0.4% | N/A | 2.113% | |
8/8/2024 | PFG Advisors | 33,575 | $976K | 0.1% | -2.9% | 3.109% | |
7/31/2024 | Commonwealth Equity Services LLC | 85,486 | $2.49M | 0.0% | -3.1% | 7.915% | |
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7/27/2024 | Strategic Blueprint LLC | 159,268 | $4.63M | 0.3% | -0.6% | 14.747% | |
7/25/2024 | First Heartland Consultants Inc. | 27,703 | $805K | 0.1% | +7.1% | 2.565% | |
5/24/2024 | Cetera Advisors LLC | 17,430 | $488K | 0.0% | +3.6% | 1.614% | |
4/29/2024 | Commonwealth Equity Services LLC | 88,240 | $2.47M | 0.0% | -13.3% | 8.170% | |
4/23/2024 | Strategic Blueprint LLC | 160,268 | $4.48M | 0.3% | -0.6% | 14.570% | |
2/13/2024 | Lloyd Advisory Services LLC. | 57,958 | $1.51M | 0.7% | N/A | 0.000% | |
2/12/2024 | Focus Financial Network Inc. ADV | 10,385 | $270K | 0.0% | N/A | 0.000% | |
1/30/2024 | Prosperity Wealth Management Inc. | 17,413 | $452K | 0.3% | +53.6% | 0.000% | |
1/26/2024 | B.O.S.S. Retirement Advisors LLC | 29,653 | $770K | 0.1% | +4.8% | 0.000% | |
1/25/2024 | Strategic Blueprint LLC | 161,202 | $4.19M | 0.3% | N/A | 0.000% | |
1/18/2024 | Great Lakes Retirement Inc. | 14,863 | $386K | 0.1% | -19.8% | 0.000% | |
1/8/2024 | B.O.S.S. Retirement Advisors LLC | 26,811 | $640K | 0.1% | -5.2% | 0.000% | |
1/5/2024 | WealthPLAN Partners LLC | 10,793 | $280K | 0.0% | N/A | 0.000% | |
11/16/2023 | Harbour Investments Inc. | 11,845 | $283K | 0.0% | N/A | 0.000% | |
11/7/2023 | Prosperity Wealth Management Inc. | 11,339 | $271K | 0.2% | N/A | 0.000% | |
11/6/2023 | Authentikos Wealth Advisory LLC | 9,603 | $229K | 0.2% | N/A | 0.000% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 2,000 | $48K | 0.0% | N/A | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 89,120 | $2.13M | 0.0% | N/A | 0.000% | |
10/17/2023 | B.O.S.S. Retirement Advisors LLC | 28,288 | $676K | 0.1% | N/A | 0.000% | |
10/13/2023 | PFG Advisors | 34,575 | $826K | 0.1% | N/A | 0.000% | |