5/16/2025 | Integrated Wealth Concepts LLC | 9,185 | $315K | 0.0% | N/A | 0.452% | |
4/25/2025 | Koshinski Asset Management Inc. | 49,266 | $1.69M | 0.1% | -8.8% | 2.403% | |
2/14/2025 | Jane Street Group LLC | 11,808 | $406K | 0.0% | N/A | 0.458% | |
2/13/2025 | Raymond James Financial Inc. | 38,147 | $1.31M | 0.0% | N/A | 1.479% | |
2/11/2025 | LPL Financial LLC | 40,064 | $1.38M | 0.0% | +68.7% | 1.553% | |
2/6/2025 | Raymond James Financial Inc. | 38,147 | $1.31M | 0.0% | N/A | 1.479% | |
2/4/2025 | Avalon Capital Management | 45,233 | $1.55M | 0.5% | +22.3% | 1.753% | |
1/30/2025 | Arcus Capital Partners LLC | 45,660 | $1.54M | 0.6% | -2.7% | 1.770% | |
1/27/2025 | Onyx Bridge Wealth Group LLC | 19,493 | $669K | 0.1% | +1.8% | 0.756% | |
1/24/2025 | Spire Wealth Management | 150,064 | $5.15M | 0.2% | -3.3% | 5.816% | |
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1/21/2025 | Dynamic Advisor Solutions LLC | 10,742 | $369K | 0.0% | +23.4% | 0.416% | |
1/7/2025 | Legend Financial Advisors Inc. | 241,083 | $8.28M | 5.8% | +1.2% | 9.344% | |
11/5/2024 | Arcus Capital Partners LLC | 46,931 | $1.66M | 0.6% | -1.4% | 1.819% | |
11/4/2024 | Bond & Devick Financial Network Inc. | 7,578 | $268K | 0.1% | +21.7% | 0.294% | |
10/23/2024 | Mowery & Schoenfeld Wealth Management LLC | 92,291 | $3.27M | 5.2% | -17.1% | 3.577% | |
10/18/2024 | Legend Financial Advisors Inc. | 238,260 | $8.44M | 5.8% | -2.2% | 9.235% | |
8/6/2024 | Savant Capital LLC | 833,831 | $28.08M | 0.3% | N/A | 32.319% | |
7/27/2024 | Legend Financial Advisors Inc. | 243,499 | $8.20M | 5.8% | -3.4% | 9.438% | |
7/24/2024 | Avalon Capital Management | 37,771 | $1.27M | 0.4% | +174.8% | 1.464% | |
7/24/2024 | Arcus Capital Partners LLC | 47,597 | $1.60M | 0.6% | +4.2% | 1.845% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 8,663 | $292K | 0.0% | -4.1% | 0.336% | |
7/12/2024 | Bond & Devick Financial Network Inc. | 6,226 | $210K | 0.1% | -13.2% | 0.241% | |
6/11/2024 | EverSource Wealth Advisors LLC | 9,217 | $300K | 0.0% | N/A | 0.357% | |
5/9/2024 | Koshinski Asset Management Inc. | 52,726 | $1.78M | 0.2% | -35.7% | 2.068% | |
4/26/2024 | Bond & Devick Financial Network Inc. | 7,172 | $242K | 0.1% | N/A | 0.281% | |
4/25/2024 | Capital Investment Advisory Services LLC | 95,030 | $3.21M | 0.3% | -35.3% | 3.727% | |
4/24/2024 | Spire Wealth Management | 156,231 | $5.27M | 0.2% | -2.5% | 6.127% | |
4/17/2024 | Avalon Capital Management | 13,743 | $464K | 0.2% | +10.2% | 0.539% | |
4/17/2024 | Legend Financial Advisors Inc. | 251,963 | $8.50M | 6.2% | +1.5% | 9.881% | |
2/6/2024 | Spire Wealth Management | 160,180 | $5.16M | 0.2% | N/A | 7.281% | |
2/1/2024 | Capital Investment Advisory Services LLC | 146,839 | $4.72M | 0.4% | +130.6% | 6.675% | |
1/31/2024 | Legend Financial Advisors Inc. | 248,273 | $7.99M | 6.4% | -1.1% | 11.285% | |
1/31/2024 | Onyx Bridge Wealth Group LLC | 19,145 | $616K | 0.1% | -13.9% | 0.870% | |
1/29/2024 | Koshinski Asset Management Inc. | 82,048 | $2.64M | 0.4% | +98.8% | 3.729% | |
1/26/2024 | Bridgeworth LLC | 905,930 | $29.15M | 2.9% | -1.1% | 41.179% | |
1/23/2024 | Arcus Capital Partners LLC | 45,930 | $1.48M | 0.5% | +45.3% | 2.088% | |
1/12/2024 | Avalon Capital Management | 12,476 | $401K | 0.2% | N/A | 0.567% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 9,347 | $296K | 0.0% | -9.4% | 0.425% | |
11/2/2023 | Capital Investment Advisory Services LLC | 63,683 | $1.93M | 0.2% | +89.7% | 2.895% | |
10/24/2023 | Bridgeworth LLC | 915,834 | $27.75M | 3.1% | +0.9% | 41.629% | |
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10/18/2023 | Koshinski Asset Management Inc. | 41,265 | $1.25M | 0.1% | +10.8% | 1.876% | |
10/16/2023 | Onyx Bridge Wealth Group LLC | 22,235 | $674K | 0.2% | +198.5% | 1.011% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 10,319 | $313K | 0.0% | -18.6% | 0.469% | |
8/10/2023 | WFA of San Diego LLC | 1,966 | $61K | 0.1% | N/A | 0.089% | |
8/8/2023 | Balboa Wealth Partners | 6,932 | $215K | 0.1% | N/A | 0.315% | |
8/3/2023 | Dynamic Advisor Solutions LLC | 12,672 | $393K | 0.0% | -4.7% | 0.576% | |
7/31/2023 | Bridgeworth LLC | 907,688 | $28.14M | 3.1% | +0.1% | 41.259% | |
7/28/2023 | Koshinski Asset Management Inc. | 37,241 | $1.15M | 0.1% | -35.8% | 1.693% | |
7/28/2023 | Capital Investment Advisory Services LLC | 33,576 | $1.04M | 0.1% | N/A | 1.526% | |
7/25/2023 | Onyx Bridge Wealth Group LLC | 7,450 | $231K | 0.1% | N/A | 0.343% | |
5/9/2023 | Arcus Capital Partners LLC | 31,832 | $945K | 0.3% | -1.8% | 1.467% | |
4/20/2023 | Bridgeworth LLC | 906,887 | $26.94M | 3.4% | +7.4% | 41.792% | |
4/12/2023 | Koshinski Asset Management Inc. | 57,990 | $1.72M | 0.2% | +6.7% | 2.672% | |
2/7/2023 | Bridgeworth LLC | 844,427 | $24.47M | 3.9% | +379.6% | 40.211% | |
1/31/2023 | WFA of San Diego LLC | 2,585 | $75K | 0.1% | N/A | 0.123% | |
1/30/2023 | Legend Financial Advisors Inc. | 260,403 | $7.55M | 6.6% | -1.5% | 12.400% | |
1/27/2023 | Arcus Capital Partners LLC | 32,399 | $939K | 0.4% | -13.5% | 1.543% | |
1/24/2023 | Koshinski Asset Management Inc. | 54,367 | $1.58M | 0.2% | +278.9% | 2.589% | |
1/13/2023 | Dynamic Advisor Solutions LLC | 9,806 | $284K | 0.0% | -7.4% | 0.471% | |
11/18/2022 | Legend Financial Advisors Inc. | 264,421 | $7.27M | 6.8% | N/A | 14.939% | |
10/28/2022 | Bridgeworth LLC | 176,086 | $4.84M | 1.1% | +59.6% | 10.062% | |
10/25/2022 | Arcus Capital Partners LLC | 37,457 | $1.03M | 0.4% | -2.7% | 2.165% | |
10/20/2022 | Koshinski Asset Management Inc. | 14,348 | $395K | 0.0% | +88.7% | 1.130% | |
10/18/2022 | Koshinski Asset Management Inc. | 14,348 | $92K | 0.0% | +88.7% | 1.130% | |
8/10/2022 | Bridgeworth LLC | 110,359 | $3.10M | 0.7% | N/A | 12.262% | |
7/29/2022 | Arcus Capital Partners LLC | 38,507 | $1.08M | 0.5% | -6.2% | 4.279% | |
7/28/2022 | WFA of San Diego LLC | 2,539 | $71K | 0.1% | N/A | 0.282% | |
7/27/2022 | Dynamic Advisor Solutions LLC | 10,299 | $289K | 0.0% | +31.9% | 1.144% | |
5/6/2022 | BDO Wealth Advisors LLC | 1,294 | $40K | 0.0% | -48.8% | 0.173% | |
5/4/2022 | Advisor Group Holdings Inc. | 25,345 | $779K | 0.0% | +9.5% | 3.496% | |
5/4/2022 | Arcus Capital Partners LLC | 41,071 | $1.26M | 0.4% | N/A | 5.665% | |
4/20/2022 | Koshinski Asset Management Inc. | 7,873 | $242K | 0.0% | +44.4% | 1.125% | |
2/3/2022 | Advisor Group Holdings Inc. | 23,145 | $731K | 0.0% | +4.5% | 3.858% | |
1/26/2022 | Dynamic Advisor Solutions LLC | 7,810 | $247K | 0.0% | -7.9% | 1.302% | |
10/28/2021 | Dynamic Advisor Solutions LLC | 8,476 | $255K | 0.0% | -6.2% | 1.614% | |
10/12/2021 | Koshinski Asset Management Inc. | 5,283 | $159K | 0.0% | N/A | 1.006% | |
9/3/2021 | BDO Wealth Advisors LLC | 2,907 | $88K | 0.0% | -11.6% | 0.581% | |
8/10/2021 | Dynamic Advisor Solutions LLC | 9,035 | $273K | 0.0% | -76.1% | 1.807% | |
8/2/2021 | Advisor Group Holdings Inc. | 22,145 | $670K | 0.0% | +14.2% | 4.429% | |
5/18/2021 | Citadel Advisors LLC | 17,791 | $517K | 0.0% | -5.3% | 3.558% | |
5/14/2021 | BDO Wealth Advisors LLC | 3,287 | $96K | 0.0% | N/A | 0.657% | |