2/18/2025 | Sunbelt Securities Inc. | 18,865 | $904K | 0.1% | -10.3% | 0.310% | |
2/18/2025 | Orion Capital Management LLC | 13,086 | $627K | 0.3% | -12.1% | 0.215% | |
2/18/2025 | First Heartland Consultants Inc. | 4,354 | $209K | 0.0% | -7.2% | 0.072% | |
2/17/2025 | Snowden Capital Advisors LLC | 12,055 | $578K | 0.0% | +2.2% | 0.198% | |
2/17/2025 | CoreCap Advisors LLC | 30,002 | $1.44M | 0.1% | -29.5% | 0.493% | |
2/17/2025 | Cetera Investment Advisers | 125,271 | $6.01M | 0.0% | +51.1% | 2.060% | |
2/17/2025 | Citadel Advisors LLC | 7,649 | $367K | 0.0% | -41.1% | 0.126% | |
2/17/2025 | Chapman Financial Group LLC | 1,000 | $48K | 0.0% | N/A | 0.016% | |
2/14/2025 | Beacon Pointe Advisors LLC | 10,809 | $518K | 0.0% | +150.2% | 0.178% | |
2/14/2025 | OneDigital Investment Advisors LLC | 13,079 | $627K | 0.0% | -31.8% | 0.215% | |
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2/13/2025 | First Commonwealth Financial Corp PA | 42,145 | $2.02M | 0.5% | -1.3% | 0.693% | |
2/13/2025 | CreativeOne Wealth LLC | 7,086 | $340K | 0.0% | N/A | 0.117% | |
2/13/2025 | Barclays PLC | 791 | $38K | 0.0% | +359.9% | 0.013% | |
2/13/2025 | SageView Advisory Group LLC | 4,475 | $215K | 0.0% | N/A | 0.074% | |
2/13/2025 | Townsquare Capital LLC | 16,398 | $786K | 0.0% | -14.3% | 0.270% | |
2/13/2025 | Raymond James Financial Inc. | 55,564 | $2.66M | 0.0% | N/A | 0.914% | |
2/13/2025 | Cerity Partners LLC | 49,034 | $2.35M | 0.0% | +33.7% | 0.806% | |
2/13/2025 | Trek Financial LLC | 6,989 | $335K | 0.0% | -17.5% | 0.115% | |
2/13/2025 | Envestnet Asset Management Inc. | 57,367 | $2.75M | 0.0% | -18.6% | 0.944% | |
2/10/2025 | Valtinson Bruner Financial Planning LLC | 12,156 | $583K | 0.2% | +10.3% | 0.200% | |
2/10/2025 | Commonwealth Equity Services LLC | 130,041 | $6.24M | 0.0% | -72.3% | 2.139% | |
2/7/2025 | HighTower Advisors LLC | 144,755 | $6.94M | 0.0% | -2.1% | 2.381% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 25,009 | $1.20M | 0.2% | -10.8% | 0.411% | |
2/6/2025 | Raymond James Financial Inc. | 55,564 | $2.66M | 0.0% | N/A | 0.914% | |
2/6/2025 | Vantage Financial Partners LLC | 6,502 | $312K | 0.1% | -16.1% | 0.107% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 1,076 | $52K | 0.0% | +341.0% | 0.018% | |
2/5/2025 | SRS Capital Advisors Inc. | 12,189 | $584K | 0.0% | +4.0% | 0.200% | |
2/5/2025 | Crown Wealth Group LLC | 334,872 | $16.06M | 6.5% | -1.2% | 5.508% | |
2/5/2025 | Motiv8 Investments LLC | 43,793 | $2.10M | 1.5% | +24.3% | 0.720% | |
2/5/2025 | Whipplewood Advisors LLC | 1,180 | $57K | 0.0% | N/A | 0.019% | |
2/4/2025 | Integral Investment Advisors Inc. | 240,807 | $11.55M | 3.7% | +2.5% | 3.961% | |
2/3/2025 | Sigma Planning Corp | 12,412 | $595K | 0.0% | -52.5% | 0.204% | |
1/30/2025 | Opes Wealth Management LLC | 54,565 | $2.62M | 0.5% | -2.4% | 0.897% | |
1/30/2025 | Principal Securities Inc. | 1,255 | $60K | 0.0% | +38.4% | 0.021% | |
1/30/2025 | DHJJ Financial Advisors Ltd. | 64,547 | $3.10M | 1.2% | -10.8% | 1.062% | |
1/27/2025 | Stratos Wealth Advisors LLC | 13,256 | $636K | 0.0% | -29.0% | 0.218% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 133,884 | $6.42M | 0.2% | -13.8% | 2.202% | |
1/24/2025 | My Personal CFO LLC | 46,505 | $2.23M | 1.1% | -1.1% | 0.765% | |
1/21/2025 | RFG Advisory LLC | 12,267 | $588K | 0.0% | -67.3% | 0.202% | |
1/17/2025 | Secure Asset Management LLC | 6,345 | $304K | 0.0% | -3.8% | 0.104% | |
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1/17/2025 | Seros Financial LLC | 124,477 | $5.61M | 5.1% | N/A | 2.047% | |
1/17/2025 | Mutual Advisors LLC | 4,426 | $214K | 0.0% | N/A | 0.073% | |
1/16/2025 | Maltin Wealth Management Inc. | 76,815 | $3.68M | 1.8% | -8.5% | 1.263% | |
1/14/2025 | Outlook Wealth Advisors LLC | 4,251 | $204K | 0.1% | N/A | 0.070% | |
1/14/2025 | PCA Investment Advisory Services Inc. | 10,121 | $485K | 0.2% | -5.0% | 0.166% | |
1/13/2025 | Pinnacle Wealth Management Group Inc. | 6,150 | $295K | 0.2% | -30.5% | 0.101% | |
1/13/2025 | BCS Wealth Management | 7,982 | $383K | 0.1% | -4.7% | 0.131% | |
1/13/2025 | Brookstone Capital Management | 13,797 | $662K | 0.0% | +20.1% | 0.227% | |
12/26/2024 | JPMorgan Chase & Co. | 5,712 | $266K | 0.0% | +13,831.7% | 0.094% | |
11/18/2024 | Sunbelt Securities Inc. | 21,035 | $979K | 0.1% | -4.3% | 0.346% | |
11/18/2024 | Orion Capital Management LLC | 14,887 | $693K | 0.3% | -7.8% | 0.245% | |
11/15/2024 | Jane Street Group LLC | 36,961 | $1.72M | 0.0% | +563.1% | 0.608% | |
11/15/2024 | HighTower Advisors LLC | 147,820 | $6.88M | 0.0% | +0.6% | 2.431% | |
11/14/2024 | Captrust Financial Advisors | 10,586 | $493K | 0.0% | -20.8% | 0.174% | |
11/14/2024 | First Commonwealth Financial Corp PA | 42,697 | $1.99M | 0.5% | -1.1% | 0.702% | |
11/13/2024 | Townsquare Capital LLC | 19,134 | $891K | 0.0% | +77.8% | 0.315% | |
11/12/2024 | Penserra Capital Management LLC | 278,460 | $12.97M | 0.3% | +26.1% | 4.580% | |
11/12/2024 | Cerity Partners LLC | 36,672 | $1.71M | 0.0% | -5.8% | 0.603% | |
11/8/2024 | Bellwether Advisors LLC | 38,699 | $1.80M | 0.3% | -1.4% | 0.636% | |
11/7/2024 | Joseph Group Capital Management | 2,296 | $107K | 0.0% | N/A | 0.038% | |
11/6/2024 | BCGM Wealth Management LLC | 6,925 | $322K | 0.1% | -4.2% | 0.114% | |
11/6/2024 | OneDigital Investment Advisors LLC | 19,174 | $893K | 0.0% | -10.3% | 0.315% | |
11/4/2024 | Sigma Planning Corp | 26,155 | $1.22M | 0.0% | -3.2% | 0.430% | |
10/29/2024 | Opes Wealth Management LLC | 55,925 | $2.60M | 0.5% | -3.3% | 0.920% | |
10/29/2024 | Janney Montgomery Scott LLC | 93,688 | $4.36M | 0.0% | -5.3% | 1.541% | |
10/28/2024 | Focus Financial Network Inc. | 12,404 | $578K | 0.0% | -5.8% | 0.204% | |
10/25/2024 | Schulz Wealth LTD. | 32,130 | $1.50M | 1.2% | +1.3% | 0.528% | |
10/25/2024 | Strategic Blueprint LLC | 15,203 | $708K | 0.0% | -63.9% | 0.250% | |
10/22/2024 | U.S. Capital Wealth Advisors LLC | 155,256 | $7.23M | 0.3% | -4.5% | 2.554% | |
10/22/2024 | My Personal CFO LLC | 47,015 | $2.19M | 1.2% | -0.8% | 0.773% | |
10/10/2024 | CRA Financial Services LLC | 10,484 | $488K | 0.1% | -20.3% | 0.172% | |
10/10/2024 | Pinnacle Wealth Management Group Inc. | 8,850 | $412K | 0.3% | -25.3% | 0.146% | |
10/9/2024 | Maltin Wealth Management Inc. | 83,918 | $3.91M | 1.9% | -1.1% | 1.380% | |
10/9/2024 | Marcum Wealth LLC | 34,381 | $1.60M | 0.1% | -76.9% | 0.565% | |
10/8/2024 | Brookstone Capital Management | 11,492 | $535K | 0.0% | +19.0% | 0.189% | |
10/8/2024 | City Center Advisors LLC | 10,917 | $508K | 0.6% | -5.7% | 0.180% | |
10/7/2024 | Cypress Financial Planning LLC | 8,073 | $376K | 0.1% | +34.8% | 0.133% | |
9/11/2024 | Summit Wealth Partners LLC | 7,183 | $324K | 0.1% | -17.2% | 0.118% | |
8/22/2024 | Cetera Investment Advisers | 89,384 | $4.03M | 0.0% | -13.2% | 1.470% | |
8/21/2024 | Truist Financial Corp | 40,352 | $1.82M | 0.0% | -0.6% | 0.664% | |
8/16/2024 | Kathmere Capital Management LLC | 8,706 | $393K | 0.0% | -61.3% | 0.143% | |
8/10/2024 | Firestone Capital Management | 13,480 | $608K | 0.2% | +83.6% | 0.222% | |
8/8/2024 | Envestnet Asset Management Inc. | 71,236 | $3.21M | 0.0% | -47.9% | 1.172% | |
8/8/2024 | CoreCap Advisors LLC | 45,301 | $2.04M | 0.2% | N/A | 0.745% | |
8/7/2024 | Vantage Financial Partners LLC | 8,299 | $374K | 0.1% | -30.6% | 0.136% | |
8/6/2024 | Chris Bulman Inc | 719 | $32K | 0.0% | N/A | 0.012% | |
8/6/2024 | Motiv8 Investments LLC | 35,455 | $1.60M | 1.2% | +4.9% | 0.583% | |
8/6/2024 | Opes Wealth Management LLC | 57,845 | $2.61M | 0.5% | -0.5% | 0.951% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 28,238 | $1.27M | 0.3% | -2.3% | 0.464% | |
7/31/2024 | Commonwealth Equity Services LLC | 474,210 | $21.39M | 0.0% | -2.4% | 7.800% | |
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7/30/2024 | Integral Investment Advisors Inc. | 229,484 | $10.36M | 3.8% | +2.3% | 3.774% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 11,009 | $496K | 0.0% | -13.6% | 0.181% | |
7/27/2024 | Strategic Blueprint LLC | 42,171 | $1.90M | 0.1% | +3.5% | 0.694% | |
7/26/2024 | Crown Wealth Group LLC | 326,057 | $14.71M | 7.3% | +1.0% | 5.363% | |
7/26/2024 | Harbour Investments Inc. | 10,188 | $459K | 0.0% | -5.3% | 0.168% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 33,491 | $1.51M | 0.0% | -24.4% | 0.551% | |
7/18/2024 | Brookstone Capital Management | 9,661 | $441K | 0.0% | -95.5% | 0.159% | |
7/18/2024 | Triad Wealth Partners LLC | 2,136 | $96K | 0.1% | N/A | 0.035% | |
7/17/2024 | Cypress Financial Planning LLC | 5,991 | $270K | 0.1% | -3.8% | 0.099% | |
7/15/2024 | RFG Advisory LLC | 37,604 | $1.70M | 0.1% | -7.6% | 0.618% | |