4/12/2024 | Kaydan Wealth Management Inc. | 5,675 | $276K | 0.1% | +10.4% | 0.265% | |
3/6/2024 | Willner & Heller LLC | 11,210 | $510K | 0.6% | N/A | 0.500% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 32,178 | $1.47M | 0.0% | -1.0% | 1.437% | |
2/8/2024 | Pacific Sun Financial Corp | 13,940 | $635K | 0.4% | -9.3% | 0.622% | |
2/1/2024 | CWM LLC | 156,139 | $7.11M | 0.0% | +0.3% | 6.970% | |
1/30/2024 | Investors Research Corp | 42,770 | $1.95M | 0.5% | -1.8% | 1.909% | |
|
1/24/2024 | Allworth Financial LP | 67,719 | $3.08M | 0.0% | -0.7% | 3.023% | |
1/19/2024 | Fifth Third Bancorp | 4,227 | $192K | 0.0% | N/A | 0.189% | |
1/12/2024 | Twelve Points Wealth Management LLC | 131,515 | $5.99M | 2.8% | +10.4% | 5.871% | |
11/13/2023 | LPL Financial LLC | 97,106 | $3.91M | 0.0% | +200.8% | 4.335% | |
11/2/2023 | Kaydan Wealth Management Inc. | 5,142 | $207K | 0.1% | +200.0% | 0.230% | |
11/1/2023 | Investors Research Corp | 43,569 | $1.75M | 0.5% | +191.2% | 1.945% | |
11/1/2023 | Key Financial Inc | 687 | $28K | 0.0% | +200.0% | 0.031% | |
10/31/2023 | Allworth Financial LP | 68,172 | $2.75M | 0.0% | +192.4% | 3.043% | |
10/31/2023 | American Institute for Advanced Investment Management LLP | 5,481 | $221K | 0.2% | +200.0% | 0.245% | |
10/26/2023 | GPS Wealth Strategies Group LLC | 1,101 | $44K | 0.0% | +200.0% | 0.049% | |
10/24/2023 | Raymond James & Associates | 5,815 | $234K | 0.0% | +81.4% | 0.260% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 32,514 | $1.31M | 0.0% | +224.4% | 1.452% | |
10/23/2023 | FAS Wealth Partners Inc. | 7,824 | $315K | 0.0% | +200.5% | 0.349% | |
10/23/2023 | Commonwealth Equity Services LLC | 26,866 | $1.08M | 0.0% | +204.6% | 1.199% | |
10/17/2023 | Purus Wealth Management LLC | 10,422 | $420K | 0.3% | +200.2% | 0.465% | |
10/11/2023 | CWM LLC | 155,674 | $6.27M | 0.0% | +198.1% | 6.950% | |
8/9/2023 | Flow Traders U.S. LLC | 1,581 | $201K | 0.0% | -59.1% | 0.071% | |
8/3/2023 | SPC Financial Inc. | 1,600 | $203K | 0.0% | N/A | 0.071% | |
8/3/2023 | CWM LLC | 52,229 | $6.63M | 0.0% | +2.9% | 2.332% | |
7/31/2023 | LPL Financial LLC | 32,278 | $4.10M | 0.0% | -0.8% | 1.441% | |
7/28/2023 | Lion Street Advisors LLC | 1,370 | $231K | 0.1% | N/A | 0.180% | |
7/26/2023 | American Institute for Advanced Investment Management LLP | 1,827 | $232K | 0.2% | N/A | 0.240% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 1,646 | $209K | 0.0% | N/A | 0.217% | |
7/25/2023 | Raymond James & Associates | 3,205 | $407K | 0.0% | -32.5% | 0.422% | |
7/21/2023 | Purus Wealth Management LLC | 3,472 | $441K | 0.3% | -22.7% | 0.457% | |
7/18/2023 | Allworth Financial LP | 23,318 | $2.96M | 0.0% | N/A | 3.068% | |
7/14/2023 | IMC Chicago LLC | 10,668 | $1.35M | 0.0% | N/A | 1.404% | |
7/13/2023 | Twelve Points Wealth Management LLC | 37,802 | $4.80M | 2.6% | +14.7% | 4.974% | |
7/12/2023 | Pacific Sun Financial Corp | 5,585 | $660K | 0.4% | N/A | 0.735% | |
5/11/2023 | Investors Research Corp | 14,936 | $1.77M | 0.5% | -2.1% | 1.965% | |
5/10/2023 | LPL Financial LLC | 32,534 | $3.85M | 0.0% | -9.8% | 4.281% | |
5/1/2023 | CWM LLC | 50,769 | $6M | 0.0% | +6.6% | 6.680% | |
4/18/2023 | Twelve Points Wealth Management LLC | 32,949 | $3.89M | 2.2% | +50.4% | 4.335% | |
4/17/2023 | GPS Wealth Strategies Group LLC | 367 | $43K | 0.0% | N/A | 0.048% | |
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2/28/2023 | American Institute for Advanced Investment Management LLP | 1,747 | $204K | 0.2% | N/A | 0.227% | |
2/10/2023 | Advisor Group Holdings Inc. | 16,088 | $1.87M | 0.0% | +29.0% | 2.089% | |
2/8/2023 | Belpointe Asset Management LLC | 3,309 | $385K | 0.0% | +43.9% | 0.430% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 10,129 | $1.18M | 0.0% | -7.9% | 1.315% | |
2/7/2023 | Commonwealth Equity Services LLC | 8,018 | $934K | 0.0% | +37.6% | 1.041% | |
2/7/2023 | LPL Financial LLC | 36,069 | $4.20M | 0.0% | -61.9% | 4.684% | |
2/6/2023 | Kaydan Wealth Management Inc. | 1,723 | $201K | 0.1% | N/A | 0.224% | |
2/6/2023 | Investors Research Corp | 15,251 | $1.78M | 0.5% | -1.0% | 1.981% | |
2/1/2023 | CWM LLC | 47,636 | $5.55M | 0.0% | -2.1% | 6.186% | |
1/19/2023 | American Institute for Advanced Investment Management LLP | 1,747 | $204K | 0.2% | N/A | 0.227% | |
1/17/2023 | Twelve Points Wealth Management LLC | 21,906 | $2.55M | 1.7% | -35.7% | 2.845% | |
11/15/2022 | Belpointe Asset Management LLC | 2,299 | $253K | 0.0% | N/A | 0.267% | |
11/14/2022 | Pacific Sun Financial Corp | 7,180 | $790K | 0.6% | -7.0% | 0.835% | |
11/8/2022 | IMC Chicago LLC | 11,930 | $1.31M | 0.0% | N/A | 1.387% | |
11/3/2022 | Valmark Advisers Inc. | 1,926 | $212K | 0.0% | -6.7% | 0.224% | |
10/27/2022 | CWM LLC | 48,633 | $5.35M | 0.0% | -1.1% | 5.526% | |
10/26/2022 | Truist Financial Corp | 2,055 | $226K | 0.0% | N/A | 0.234% | |
10/25/2022 | Raymond James & Associates | 4,781 | $526K | 0.0% | N/A | 0.543% | |
10/20/2022 | Twelve Points Wealth Management LLC | 34,088 | $3.75M | 2.9% | +10.9% | 3.918% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 10,992 | $1.21M | 0.0% | +10.0% | 1.263% | |
8/12/2022 | LPL Financial LLC | 96,641 | $11.10M | 0.0% | +208.2% | 9.475% | |
8/1/2022 | Valmark Advisers Inc. | 2,065 | $237K | 0.0% | -8.1% | 0.240% | |
7/28/2022 | Pacific Sun Financial Corp | 7,720 | $887K | 0.6% | -4.5% | 0.898% | |
7/28/2022 | CWM LLC | 49,197 | $5.65M | 0.0% | +3.6% | 5.721% | |
7/20/2022 | Purus Wealth Management LLC | 4,565 | $524K | 0.5% | -2.1% | 0.531% | |
7/19/2022 | Commonwealth Equity Services LLC | 6,274 | $720K | 0.0% | -7.7% | 0.730% | |
7/18/2022 | Twelve Points Wealth Management LLC | 30,747 | $3.53M | 2.7% | +60.4% | 3.575% | |
7/13/2022 | Private Advisor Group LLC | 1,882 | $216K | 0.0% | -17.4% | 0.219% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 9,992 | $1.15M | 0.0% | +31.6% | 1.162% | |
5/11/2022 | Twelve Points Wealth Management LLC | 19,167 | $2.71M | 2.0% | +78.1% | 2.178% | |
5/10/2022 | Valmark Advisers Inc. | 2,246 | $317K | 0.0% | -10.9% | 0.255% | |
5/10/2022 | Western Wealth Management LLC | 8,462 | $1.20M | 0.1% | +57.1% | 0.962% | |
5/5/2022 | Pacific Sun Financial Corp | 8,080 | $1.14M | 0.6% | -3.2% | 0.918% | |
5/4/2022 | Advisor Group Holdings Inc. | 12,479 | $1.76M | 0.0% | -24.1% | 1.418% | |
5/4/2022 | Commonwealth Equity Services LLC | 6,801 | $961K | 0.0% | -1.3% | 0.773% | |
5/3/2022 | WealthPLAN Partners LLC | 3,354 | $415K | 0.0% | -5.4% | 0.381% | |
4/21/2022 | CWM LLC | 47,509 | $6.71M | 0.0% | +3.2% | 5.656% | |
4/20/2022 | American Institute for Advanced Investment Management LLP | 1,432 | $202K | 0.1% | -14.3% | 0.170% | |
4/19/2022 | IMC Chicago LLC | 31,466 | $4.45M | 0.0% | +74.9% | 3.746% | |
4/13/2022 | Investors Research Corp | 15,469 | $2.19M | 0.6% | -2.4% | 1.154% | |
3/18/2022 | Twelve Points Wealth Management LLC | 10,759 | $1.79M | 1.5% | N/A | 1.281% | |
2/14/2022 | LPL Financial LLC | 30,398 | $5.07M | 0.0% | -2.7% | 3.619% | |
2/10/2022 | Private Advisor Group LLC | 2,289 | $381K | 0.0% | -88.4% | 0.273% | |
2/10/2022 | Pacific Sun Financial Corp | 8,350 | $1.39M | 0.7% | -6.8% | 0.994% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 5,153 | $859K | 0.0% | +1.5% | 0.613% | |
2/8/2022 | Retirement Planning Co of New England Inc. | 837 | $139K | 0.1% | N/A | 0.100% | |
2/8/2022 | Raymond James & Associates | 8,578 | $1.43M | 0.0% | -3.4% | 1.021% | |
2/8/2022 | IMC Chicago LLC | 17,992 | $3.00M | 0.0% | +13.0% | 2.142% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 7,768 | $1.30M | 0.0% | -21.5% | 0.925% | |
2/3/2022 | Advisor Group Holdings Inc. | 16,435 | $2.74M | 0.0% | -1.4% | 1.957% | |
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2/2/2022 | Valmark Advisers Inc. | 2,522 | $420K | 0.0% | -8.8% | 0.300% | |
2/1/2022 | WealthPLAN Partners LLC | 3,544 | $515K | 0.0% | N/A | 0.422% | |
1/31/2022 | CWM LLC | 46,025 | $7.67M | 0.1% | N/A | 5.479% | |
1/31/2022 | Commonwealth Equity Services LLC | 6,889 | $1.15M | 0.0% | +1.9% | 0.820% | |
1/19/2022 | Purus Wealth Management LLC | 4,683 | $781K | 0.5% | -3.3% | 0.558% | |
1/18/2022 | Trilogy Capital Inc. | 1,248 | $208K | 0.0% | N/A | 0.149% | |
11/16/2021 | LPL Financial LLC | 31,226 | $4.99M | 0.0% | +75.8% | 3.674% | |
11/15/2021 | Flow Traders U.S. LLC | 5,210 | $832K | 0.0% | +295.3% | 0.613% | |
11/15/2021 | Pacific Sun Financial Corp | 8,960 | $1.43M | 0.8% | N/A | 1.054% | |
11/12/2021 | PSI Advisors LLC | 289 | $46K | 0.0% | N/A | 0.034% | |