5/30/2024 | Motiv8 Investments LLC | 40,694 | $2.35M | 1.8% | +1.0% | 1.366% | |
5/24/2024 | Cetera Advisors LLC | 11,859 | $684K | 0.0% | -69.3% | 0.398% | |
5/24/2024 | Cetera Investment Advisers | 48,471 | $2.79M | 0.0% | +201.2% | 1.627% | |
5/8/2024 | Berkshire Money Management Inc. | 16,208 | $934K | 0.1% | -91.1% | 0.526% | |
5/7/2024 | PFG Advisors | 3,718 | $214K | 0.0% | -34.0% | 0.121% | |
5/4/2024 | Csenge Advisory Group | 6,475 | $373K | 0.0% | -8.5% | 0.210% | |
|
5/1/2024 | Janney Montgomery Scott LLC | 22,577 | $1.30M | 0.0% | +125.0% | 0.733% | |
5/1/2024 | Sequoia Financial Advisors LLC | 32,426 | $1.87M | 0.0% | -4.0% | 1.053% | |
4/29/2024 | Commonwealth Equity Services LLC | 90,450 | $5.21M | 0.0% | -44.4% | 2.937% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 52,632 | $3.02M | 0.5% | +13.0% | 1.709% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 51,599 | $2.98M | 0.0% | -19.4% | 1.573% | |
4/24/2024 | Arlington Capital Management Inc. | 8,070 | $465K | 0.4% | +10.9% | 0.246% | |
4/23/2024 | Gradient Investments LLC | 2,615 | $151K | 0.0% | -98.4% | 0.080% | |
4/23/2024 | Strategic Blueprint LLC | 43,784 | $2.52M | 0.2% | -0.9% | 1.335% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 47,144 | $2.72M | 0.0% | -6.8% | 1.437% | |
4/22/2024 | Altfest L J & Co. Inc. | 446,560 | $25.74M | 3.7% | -6.5% | 13.615% | |
4/22/2024 | Outlook Wealth Advisors LLC | 68,325 | $3.94M | 1.2% | +13.9% | 2.083% | |
4/19/2024 | KFG Wealth Management LLC | 5,515 | $318K | 0.1% | N/A | 0.168% | |
4/17/2024 | Founders Financial Securities LLC | 8,617 | $497K | 0.1% | -61.4% | 0.263% | |
4/17/2024 | CRA Financial Services LLC | 9,672 | $558K | 0.1% | -16.4% | 0.295% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 17,750 | $1.02M | 0.0% | -16.0% | 0.541% | |
4/15/2024 | Sunbelt Securities Inc. | 5,387 | $311K | 0.0% | -14.1% | 0.164% | |
4/12/2024 | AdvisorNet Financial Inc | 9,287 | $535K | 0.1% | -90.5% | 0.283% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 24,609 | $1.42M | 0.6% | -2.2% | 0.750% | |
4/10/2024 | BCS Wealth Management | 7,176 | $414K | 0.1% | -5.0% | 0.155% | |
2/14/2024 | Personal CFO Solutions LLC | 111,158 | $6.13M | 1.1% | -0.7% | 2.401% | |
2/12/2024 | Tradition Wealth Management LLC | 216,366 | $11.92M | 1.3% | -1.5% | 4.673% | |
2/12/2024 | Focus Financial Network Inc. ADV | 7,088 | $391K | 0.0% | N/A | 0.153% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 22,672 | $1.25M | 0.0% | +4.7% | 0.490% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 64,014 | $3.53M | 0.0% | +9.4% | 1.383% | |
2/8/2024 | Level Four Advisory Services LLC | 4,984 | $275K | 0.0% | -27.5% | 0.108% | |
2/8/2024 | Janney Montgomery Scott LLC | 10,033 | $553K | 0.0% | N/A | 0.217% | |
2/7/2024 | Avantax Advisory Services Inc. | 5,692 | $314K | 0.0% | -46.2% | 0.123% | |
2/7/2024 | Spectrum Investment Advisors Inc. | 5,121 | $282K | 0.2% | N/A | 0.111% | |
2/7/2024 | Principal Securities Inc. | 25,244 | $1.39M | 0.1% | N/A | 0.545% | |
2/7/2024 | Arlington Capital Management Inc. | 7,276 | $401K | 0.4% | N/A | 0.157% | |
2/6/2024 | Lincoln National Corp | 15,578 | $858K | 0.0% | +36.9% | 0.336% | |
2/2/2024 | ODonnell Financial Services LLC | 49,041 | $2.70M | 1.4% | -51.7% | 1.059% | |
2/2/2024 | Truist Financial Corp | 84,407 | $4.65M | 0.0% | -1.8% | 1.823% | |
2/2/2024 | Atria Wealth Solutions Inc. | 9,911 | $546K | 0.0% | +124.8% | 0.214% | |
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2/1/2024 | CWM LLC | 1,881 | $104K | 0.0% | +15.7% | 0.041% | |
2/1/2024 | CRA Financial Services LLC | 11,572 | $638K | 0.2% | +19.8% | 0.250% | |
1/31/2024 | Onyx Bridge Wealth Group LLC | 46,593 | $2.57M | 0.5% | +1.1% | 1.006% | |
1/30/2024 | Capital Analysts LLC | 8,344 | $460K | 0.0% | -6.5% | 0.180% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 25,163 | $1.39M | 0.6% | -1.6% | 0.543% | |
1/29/2024 | Outlook Wealth Advisors LLC | 59,993 | $3.31M | 1.2% | +38.4% | 1.296% | |
1/26/2024 | Cerity Partners LLC | 5,871 | $324K | 0.0% | -35.2% | 0.127% | |
1/25/2024 | RFG Advisory LLC | 36,122 | $1.99M | 0.1% | -2.6% | 0.780% | |
1/25/2024 | Strategic Blueprint LLC | 44,191 | $2.44M | 0.2% | +22.9% | 0.954% | |
1/24/2024 | Stratos Wealth Advisors LLC | 8,230 | $454K | 0.0% | -3.9% | 0.178% | |
1/24/2024 | Comprehensive Financial Consultants Institutional Inc. | 3,651 | $201K | 0.1% | N/A | 0.079% | |
1/19/2024 | AdvisorNet Financial Inc | 98,188 | $5.41M | 0.5% | -4.9% | 2.121% | |
1/18/2024 | Gradient Investments LLC | 160,183 | $8.83M | 0.2% | +8.8% | 3.460% | |
1/18/2024 | Altfest L J & Co. Inc. | 477,762 | $26.33M | 3.8% | -49.0% | 10.319% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 50,570 | $2.79M | 0.0% | +25.4% | 1.092% | |
1/16/2024 | CoreCap Advisors LLC | 13,013 | $717K | 0.0% | +4.5% | 0.281% | |
1/12/2024 | Cedar Brook Financial Partners LLC | 6,541 | $361K | 0.1% | -67.9% | 0.141% | |
1/11/2024 | Brookstone Capital Management | 33,779 | $1.86M | 0.0% | -19.8% | 0.730% | |
1/11/2024 | BCS Wealth Management | 7,553 | $416K | 0.2% | -8.5% | 0.163% | |
11/20/2023 | Silver Oak Securities Incorporated | 8,295 | $421K | 0.1% | N/A | 0.179% | |
11/13/2023 | Personal CFO Solutions LLC | 111,996 | $5.69M | 1.1% | N/A | 2.419% | |
11/13/2023 | Visionary Wealth Advisors | 8,159 | $414K | 0.0% | N/A | 0.176% | |
11/13/2023 | Kestra Advisory Services LLC | 41,817 | $2.12M | 0.0% | +180.6% | 0.903% | |
11/9/2023 | Blair William & Co. IL | 14,713 | $747K | 0.0% | N/A | 0.318% | |
11/8/2023 | HighTower Advisors LLC | 23,986 | $1.22M | 0.0% | +24.8% | 0.518% | |
11/8/2023 | Atria Wealth Solutions Inc. | 4,408 | $224K | 0.0% | N/A | 0.095% | |
11/8/2023 | Avantax Advisory Services Inc. | 10,571 | $537K | 0.0% | +5.8% | 0.228% | |
11/6/2023 | Sigma Planning Corp | 4,828 | $245K | 0.0% | N/A | 0.104% | |
11/6/2023 | Lincoln National Corp | 11,378 | $578K | 0.0% | +24.0% | 0.246% | |
11/6/2023 | Castle Wealth Management LLC | 7,013 | $356K | 0.2% | N/A | 0.151% | |
11/6/2023 | Diligent Investors LLC | 30,673 | $1.56M | 0.5% | +130.3% | 0.662% | |
11/3/2023 | SageView Advisory Group LLC | 4,756 | $242K | 0.0% | N/A | 0.103% | |
11/2/2023 | Coldstream Capital Management Inc. | 4,910 | $249K | 0.0% | N/A | 0.106% | |
11/1/2023 | Calton & Associates Inc. | 7,960 | $404K | 0.6% | N/A | 0.172% | |
10/27/2023 | Gradient Investments LLC | 147,189 | $7.48M | 0.2% | N/A | 3.179% | |
10/26/2023 | Altfest L J & Co. Inc. | 937,673 | $47.63M | 7.5% | N/A | 20.252% | |
10/25/2023 | Leading Edge Financial Planning LLC | 6,429 | $327K | 0.2% | N/A | 0.139% | |
10/24/2023 | Valtinson Bruner Financial Planning LLC | 20,165 | $1.02M | 0.6% | +2.3% | 0.436% | |
10/24/2023 | Stratos Wealth Advisors LLC | 8,568 | $435K | 0.0% | -25.9% | 0.185% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 40,326 | $2.05M | 0.0% | +196.6% | 0.871% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 58,508 | $2.97M | 0.0% | +251.4% | 1.264% | |
10/23/2023 | Commonwealth Equity Services LLC | 145,384 | $7.39M | 0.0% | +101.6% | 3.140% | |
10/20/2023 | Brookstone Capital Management | 42,097 | $2.14M | 0.0% | +270.8% | 0.909% | |
10/20/2023 | ODonnell Financial Services LLC | 101,552 | $5.16M | 2.9% | N/A | 2.193% | |
10/18/2023 | Strategic Blueprint LLC | 35,965 | $1.83M | 0.2% | +175.9% | 0.777% | |
10/17/2023 | KFG Wealth Management LLC | 5,494 | $279K | 0.2% | N/A | 0.119% | |
10/17/2023 | Berkshire Money Management Inc. | 166,307 | $8.45M | 1.3% | N/A | 3.592% | |
10/17/2023 | Cedar Brook Financial Partners LLC | 20,368 | $1.04M | 0.3% | +80.4% | 0.440% | |
10/17/2023 | Founders Financial Securities LLC | 43,970 | $2.23M | 0.3% | N/A | 0.950% | |
10/16/2023 | Onyx Bridge Wealth Group LLC | 46,080 | $2.34M | 0.5% | N/A | 0.995% | |
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10/16/2023 | RFG Advisory LLC | 37,069 | $1.88M | 0.1% | N/A | 0.801% | |
10/13/2023 | PFG Advisors | 5,632 | $286K | 0.0% | N/A | 0.122% | |
10/13/2023 | CRA Financial Services LLC | 9,662 | $491K | 0.1% | +65.1% | 0.209% | |
10/13/2023 | Arkadios Wealth Advisors | 4,750 | $241K | 0.0% | +12.0% | 0.103% | |
10/12/2023 | IFP Advisors Inc | 4,887 | $248K | 0.0% | +40.7% | 0.106% | |
10/12/2023 | BCS Wealth Management | 8,256 | $419K | 0.2% | +31.7% | 0.178% | |
10/12/2023 | AdvisorNet Financial Inc | 103,208 | $5.24M | 0.5% | +2,609.6% | 2.229% | |
10/12/2023 | HBW Advisory Services LLC | 4,430 | $225K | 0.0% | N/A | 0.096% | |
10/11/2023 | AE Wealth Management LLC | 29,842 | $1.52M | 0.0% | +42.0% | 0.645% | |
10/11/2023 | CWM LLC | 1,626 | $83K | 0.0% | +48.8% | 0.035% | |