5/28/2025 | Intrua Financial LLC | 341,963 | $3.90M | 0.6% | -3.6% | 0.724% | |
5/20/2025 | Integrity Alliance LLC. | 22,783 | $260K | 0.0% | N/A | 0.048% | |
5/16/2025 | NewEdge Advisors LLC | 58,733 | $670K | 0.0% | +3.2% | 0.124% | |
5/15/2025 | Certior Financial Group LLC | 43,418 | $495K | 0.4% | -8.0% | 0.092% | |
5/14/2025 | CreativeOne Wealth LLC | 64,711 | $738K | 0.0% | -4.2% | 0.137% | |
5/13/2025 | Seaview Investment Managers LLC | 44,530 | $508K | 0.2% | N/A | 0.094% | |
5/13/2025 | HighTower Advisors LLC | 117,200 | $1.34M | 0.0% | -15.5% | 0.248% | |
5/12/2025 | LaSalle St. Investment Advisors LLC | 10,000 | $114K | 0.0% | N/A | 0.021% | |
5/9/2025 | Tidemark LLC | 20,362 | $232K | 0.1% | -22.9% | 0.043% | |
5/7/2025 | LPL Financial LLC | 2,282,622 | $26.05M | 0.0% | +7.7% | 4.821% | |
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5/7/2025 | First Heartland Consultants Inc. | 47,253 | $539K | 0.1% | +43.1% | 0.100% | |
5/6/2025 | Cetera Investment Advisers | 108,490 | $1.24M | 0.0% | -15.5% | 0.229% | |
5/6/2025 | Wedbush Securities Inc. | 217,276 | $2.48M | 0.1% | +2.9% | 0.459% | |
5/6/2025 | Ignite Planners LLC | 40,175 | $450K | 0.1% | N/A | 0.085% | |
5/5/2025 | J.W. Cole Advisors Inc. | 119,520 | $1.36M | 0.0% | +40.6% | 0.252% | |
5/5/2025 | IFP Advisors Inc | 2,315 | $26K | 0.0% | N/A | 0.005% | |
5/5/2025 | Kestra Private Wealth Services LLC | 25,998 | $297K | 0.0% | -20.1% | 0.055% | |
5/2/2025 | Independent Wealth Network Inc. | 159,164 | $1.82M | 0.7% | +10.1% | 0.336% | |
5/2/2025 | Larson Financial Group LLC | 65,467 | $747K | 0.0% | +1,010.2% | 0.138% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 3,000 | $34K | 0.0% | N/A | 0.006% | |
5/2/2025 | LJI Wealth Management LLC | 1,282,507 | $14.63M | 2.9% | +3.6% | 2.709% | |
4/29/2025 | Envestnet Asset Management Inc. | 243,589 | $2.78M | 0.0% | +3.8% | 0.514% | |
4/29/2025 | Concurrent Investment Advisors LLC | 18,643 | $213K | 0.0% | +5.5% | 0.039% | |
4/29/2025 | World Investment Advisors | 41,163 | $470K | 0.0% | +28.0% | 0.087% | |
4/28/2025 | Strategic Financial Concepts LLC | 32,650 | $373K | 0.1% | +42.6% | 0.069% | |
4/24/2025 | Golden State Wealth Management LLC | 10,180 | $116K | 0.0% | +19.2% | 0.021% | |
4/24/2025 | Money Concepts Capital Corp | 14,594 | $167K | 0.0% | +19.8% | 0.031% | |
4/23/2025 | Golden State Wealth Management LLC | 20,360 | $232K | 0.0% | +138.5% | 0.043% | |
4/23/2025 | International Assets Investment Management LLC | 308,342 | $3.52M | 0.1% | -27.4% | 0.651% | |
4/23/2025 | Oppenheimer & Co. Inc. | 87,121 | $994K | 0.0% | +51.2% | 0.184% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 483,728 | $5.52M | 0.0% | +6.7% | 1.022% | |
4/22/2025 | Wolff Wiese Magana LLC | 2,800 | $32K | 0.0% | +815.0% | 0.006% | |
4/22/2025 | PFG Investments LLC | 10,102 | $115K | 0.0% | N/A | 0.021% | |
4/17/2025 | Janney Montgomery Scott LLC | 35,994 | $411K | 0.0% | -25.1% | 0.076% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 13,798 | $157K | 0.0% | N/A | 0.029% | |
4/11/2025 | Oxinas Partners Wealth Management LLC | 20,391 | $233K | 0.1% | +38.1% | 0.043% | |
3/6/2025 | IronOak Wealth LLC. | 10,944 | $126K | 0.1% | N/A | 0.023% | |
2/25/2025 | Armis Advisers LLC | 29,621 | $341K | 0.0% | N/A | 0.063% | |
2/18/2025 | First Heartland Consultants Inc. | 33,010 | $380K | 0.0% | +89.3% | 0.091% | |
2/17/2025 | Cetera Investment Advisers | 128,466 | $1.48M | 0.0% | +15.4% | 0.356% | |
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2/14/2025 | Jane Street Group LLC | 15,843 | $183K | 0.0% | N/A | 0.044% | |
2/14/2025 | Two Sigma Securities LLC | 14,276 | $164K | 0.0% | N/A | 0.040% | |
2/14/2025 | Freedom Investment Management Inc. | 34,738 | $400K | 0.0% | +31.7% | 0.096% | |
2/13/2025 | NewEdge Advisors LLC | 56,891 | $655K | 0.0% | -4.9% | 0.158% | |
2/13/2025 | CreativeOne Wealth LLC | 67,534 | $778K | 0.0% | +7.8% | 0.187% | |
2/13/2025 | Raymond James Financial Inc. | 146,280 | $1.69M | 0.0% | N/A | 0.405% | |
2/13/2025 | Advisory Services Network LLC | 14,047 | $162K | 0.0% | -7.0% | 0.039% | |
2/13/2025 | Certior Financial Group LLC | 47,168 | $543K | 0.5% | N/A | 0.131% | |
2/13/2025 | Envestnet Asset Management Inc. | 234,698 | $2.70M | 0.0% | +18.3% | 0.650% | |
2/13/2025 | Anchor Capital Management Group Inc | 50,000 | $576K | 0.2% | N/A | 0.139% | |
2/12/2025 | World Investment Advisors | 32,150 | $370K | 0.0% | +112.8% | 0.089% | |
2/11/2025 | LPL Financial LLC | 2,120,126 | $24.42M | 0.0% | +13.2% | 5.873% | |
2/10/2025 | Rockport Wealth LLC | 164,187 | $1.98M | 0.9% | +3.7% | 0.455% | |
2/10/2025 | GWN Securities Inc. | 28,038 | $336K | 0.1% | N/A | 0.078% | |
2/10/2025 | Commonwealth Equity Services LLC | 290,203 | $3.34M | 0.0% | +2.6% | 0.804% | |
2/7/2025 | Larson Financial Group LLC | 5,897 | $68K | 0.0% | +58.6% | 0.016% | |
2/6/2025 | Raymond James Financial Inc. | 146,280 | $1.69M | 0.0% | N/A | 0.405% | |
2/6/2025 | SBI Securities Co. Ltd. | 51,542 | $594K | 0.0% | N/A | 0.143% | |
2/5/2025 | Oppenheimer & Co. Inc. | 57,607 | $664K | 0.0% | +11.4% | 0.160% | |
2/3/2025 | Concurrent Investment Advisors LLC | 17,677 | $204K | 0.0% | -10.7% | 0.049% | |
1/31/2025 | J.W. Cole Advisors Inc. | 84,988 | $979K | 0.0% | +34.5% | 0.235% | |
1/30/2025 | Principal Securities Inc. | 150,186 | $1.73M | 0.0% | +8.1% | 0.416% | |
1/29/2025 | Soltis Investment Advisors LLC | 20,073 | $231K | 0.0% | N/A | 0.056% | |
1/28/2025 | LJI Wealth Management LLC | 1,237,404 | $14.26M | 2.8% | +12.4% | 3.428% | |
1/28/2025 | Golden State Wealth Management LLC | 8,537 | $98K | 0.0% | N/A | 0.024% | |
1/28/2025 | Strategic Financial Concepts LLC | 263,808 | $3.04M | 0.0% | +1,052.0% | 0.731% | |
1/27/2025 | Money Concepts Capital Corp | 12,186 | $140K | 0.0% | +12.6% | 0.034% | |
1/21/2025 | Geneos Wealth Management Inc. | 2,477 | $29K | 0.0% | N/A | 0.007% | |
1/17/2025 | Independent Wealth Network Inc. | 144,565 | $1.67M | 0.7% | +1.9% | 0.400% | |
1/17/2025 | Janney Montgomery Scott LLC | 48,067 | $554K | 0.0% | N/A | 0.133% | |
1/17/2025 | Oxinas Partners Wealth Management LLC | 14,767 | $170K | 0.1% | N/A | 0.041% | |
1/15/2025 | Arkadios Wealth Advisors | 13,924 | $160K | 0.0% | -9.0% | 0.039% | |
1/13/2025 | Brookstone Capital Management | 62,050 | $715K | 0.0% | -10.0% | 0.172% | |
1/8/2025 | International Assets Investment Management LLC | 424,438 | $4.92M | 0.2% | N/A | 1.176% | |
11/25/2024 | World Investment Advisors LLC | 15,110 | $186K | 0.0% | +30.9% | 0.042% | |
11/15/2024 | HighTower Advisors LLC | 138,900 | $1.71M | 0.0% | +2.1% | 0.385% | |
11/14/2024 | CreativeOne Wealth LLC | 62,623 | $772K | 0.0% | +8.3% | 0.173% | |
11/12/2024 | Larson Financial Group LLC | 3,718 | $46K | 0.0% | +329.8% | 0.010% | |
11/7/2024 | Tidemark LLC | 26,231 | $323K | 0.1% | -5.4% | 0.073% | |
11/6/2024 | LJI Wealth Management LLC | 1,100,442 | $13.57M | 2.8% | +8.3% | 3.048% | |
11/6/2024 | Oppenheimer & Co. Inc. | 51,735 | $638K | 0.0% | +41.4% | 0.143% | |
11/5/2024 | First Heartland Consultants Inc. | 17,442 | $215K | 0.0% | N/A | 0.048% | |
10/31/2024 | Concurrent Investment Advisors LLC | 19,785 | $244K | 0.0% | +21.1% | 0.055% | |
10/29/2024 | Chicago Partners Investment Group LLC | 13,519 | $164K | 0.0% | N/A | 0.037% | |
10/24/2024 | J.W. Cole Advisors Inc. | 63,200 | $779K | 0.0% | +120.1% | 0.175% | |
10/24/2024 | Arkadios Wealth Advisors | 15,306 | $189K | 0.0% | +36.6% | 0.042% | |
10/9/2024 | Strategic Advisors LLC | 10,098 | $125K | 0.0% | N/A | 0.028% | |
10/8/2024 | Brookstone Capital Management | 68,946 | $850K | 0.0% | -11.5% | 0.191% | |
8/16/2024 | Rockport Wealth LLC | 136,349 | $1.64M | 0.7% | +0.9% | 0.378% | |
8/12/2024 | LJI Wealth Management LLC | 1,016,263 | $12.21M | 2.7% | +7.7% | 2.815% | |
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8/8/2024 | J.W. Cole Advisors Inc. | 28,712 | $345K | 0.0% | N/A | 0.080% | |
8/8/2024 | Envestnet Asset Management Inc. | 161,851 | $1.94M | 0.0% | +21.4% | 0.448% | |
8/6/2024 | Ausdal Financial Partners Inc. | 68,703 | $825K | 0.1% | +11.1% | 0.190% | |
8/2/2024 | Founders Financial Securities LLC | 61,147 | $734K | 0.1% | -6.9% | 0.169% | |
7/31/2024 | Commonwealth Equity Services LLC | 116,904 | $1.40M | 0.0% | -1.8% | 0.324% | |
7/31/2024 | Concurrent Investment Advisors LLC | 16,337 | $196K | 0.0% | N/A | 0.045% | |
7/30/2024 | International Assets Investment Management LLC | 10,235 | $123K | 0.0% | N/A | 0.028% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 323,726 | $3.89M | 0.0% | +48.1% | 0.897% | |
7/20/2024 | Continuum Advisory LLC | 2,320 | $28K | 0.0% | N/A | 0.006% | |
7/19/2024 | Hoylecohen LLC | 18,800 | $226K | 0.0% | N/A | 0.052% | |