1/21/2025 | Lantz Financial LLC | 255,191 | $10.60M | 2.8% | -1.6% | 10.722% | |
1/21/2025 | RFG Advisory LLC | 13,271 | $551K | 0.0% | -51.3% | 0.558% | |
1/17/2025 | Secure Asset Management LLC | 11,990 | $498K | 0.1% | -13.2% | 0.504% | |
1/17/2025 | Janney Montgomery Scott LLC | 15,968 | $663K | 0.0% | -6.3% | 0.671% | |
1/15/2025 | Arkadios Wealth Advisors | 7,887 | $327K | 0.0% | -17.4% | 0.331% | |
1/14/2025 | Outlook Wealth Advisors LLC | 24,158 | $1.00M | 0.3% | -5.4% | 1.015% | |
1/13/2025 | BCS Wealth Management | 23,630 | $981K | 0.2% | -15.6% | 0.993% | |
1/13/2025 | Fragasso Financial Advisors Inc | 28,571 | $1.19M | 0.1% | -32.3% | 1.200% | |
1/13/2025 | Brookstone Capital Management | 15,979 | $663K | 0.0% | -96.1% | 0.671% | |
11/19/2024 | Barclays PLC | 3,793 | $154K | 0.0% | N/A | 0.159% | |
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11/15/2024 | Barclays PLC | 3,793 | $154K | 0.0% | N/A | 0.159% | |
11/15/2024 | Jane Street Group LLC | 10,800 | $440K | 0.0% | N/A | 0.454% | |
11/15/2024 | HighTower Advisors LLC | 75,453 | $3.07M | 0.0% | +0.8% | 3.170% | |
11/12/2024 | Penserra Capital Management LLC | 320,191 | $13.03M | 0.3% | +26.1% | 13.453% | |
11/12/2024 | Cerity Partners LLC | 163,568 | $6.66M | 0.0% | +2.5% | 6.873% | |
11/6/2024 | OneDigital Investment Advisors LLC | 24,860 | $1.01M | 0.0% | -11.3% | 1.045% | |
11/5/2024 | Harbour Investments Inc. | 4,773 | $194K | 0.0% | +12.2% | 0.201% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 32,310 | $1.32M | 0.1% | +6.4% | 1.358% | |
11/4/2024 | Sigma Planning Corp | 15,773 | $642K | 0.0% | -3.2% | 0.663% | |
10/30/2024 | Beacon Financial Advisory LLC | 11,405 | $464K | 0.2% | -5.5% | 0.479% | |
10/25/2024 | Valmark Advisers Inc. | 5,000 | $204K | 0.0% | N/A | 0.210% | |
10/25/2024 | Strategic Blueprint LLC | 97,910 | $3.99M | 0.2% | +112.6% | 4.114% | |
10/24/2024 | Arkadios Wealth Advisors | 9,547 | $389K | 0.0% | -4.7% | 0.401% | |
10/22/2024 | Chris Bulman Inc | 9,977 | $406K | 0.3% | -8.5% | 0.419% | |
10/22/2024 | My Personal CFO LLC | 20,400 | $830K | 0.5% | -6.8% | 0.857% | |
10/18/2024 | Stratos Wealth Advisors LLC | 17,375 | $707K | 0.0% | -58.6% | 0.730% | |
10/8/2024 | Brookstone Capital Management | 409,159 | $16.65M | 0.2% | +5.7% | 17.192% | |
8/22/2024 | Cetera Investment Advisers | 27,300 | $1.07M | 0.0% | +22.4% | 1.147% | |
8/9/2024 | WealthPLAN Partners LLC | 97,890 | $3.83M | 0.4% | N/A | 4.113% | |
8/8/2024 | Envestnet Asset Management Inc. | 74,897 | $2.93M | 0.0% | +133.3% | 3.147% | |
8/8/2024 | CoreCap Advisors LLC | 26,611 | $1.04M | 0.1% | N/A | 1.118% | |
8/8/2024 | WPWealth LLP | 33,918 | $1.33M | 0.3% | N/A | 1.425% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 713 | $28K | 0.0% | N/A | 0.030% | |
8/6/2024 | Chris Bulman Inc | 10,905 | $426K | 0.3% | N/A | 0.458% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 94,460 | $3.69M | 0.8% | -1.6% | 3.969% | |
8/1/2024 | FSA Advisors Inc. | 8,345 | $326K | 0.3% | +56.4% | 0.351% | |
8/1/2024 | Consolidated Portfolio Review Corp | 31,712 | $1.24M | 0.3% | +1.3% | 1.332% | |
7/31/2024 | Spire Wealth Management | 9,042 | $353K | 0.0% | +198.4% | 0.380% | |
7/31/2024 | Commonwealth Equity Services LLC | 128,771 | $5.03M | 0.0% | +13.0% | 5.411% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 30,360 | $1.19M | 0.1% | +11.1% | 1.276% | |
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7/29/2024 | Arkadios Wealth Advisors | 10,018 | $392K | 0.0% | -8.5% | 0.421% | |
7/27/2024 | Strategic Blueprint LLC | 46,048 | $1.80M | 0.1% | N/A | 1.935% | |
7/26/2024 | Harbour Investments Inc. | 4,253 | $166K | 0.0% | +16.4% | 0.179% | |
7/24/2024 | Secure Asset Management LLC | 13,810 | $540K | 0.1% | +35.7% | 0.580% | |
7/22/2024 | Focus Financial Network Inc. | 13,891 | $550K | 0.0% | -39.4% | 0.584% | |
7/18/2024 | Brookstone Capital Management | 387,101 | $15.32M | 0.3% | +3,560.9% | 16.265% | |
7/18/2024 | Outlook Wealth Advisors LLC | 25,335 | $990K | 0.3% | -13.5% | 1.064% | |
7/17/2024 | AdvisorNet Financial Inc | 9,721 | $380K | 0.0% | +100.6% | 0.408% | |
7/16/2024 | BCS Wealth Management | 27,987 | $1.09M | 0.5% | +21.8% | 1.176% | |
7/15/2024 | RFG Advisory LLC | 28,823 | $1.13M | 0.0% | +239.4% | 1.211% | |
7/12/2024 | Cypress Wealth Services LLC | 5,125 | $200K | 0.0% | N/A | 0.215% | |
7/12/2024 | Maltin Wealth Management Inc. | 31,776 | $1.24M | 0.7% | -30.7% | 1.335% | |
7/12/2024 | Southland Equity Partners LLC | 11,293 | $441K | 0.1% | -10.2% | 0.474% | |
7/12/2024 | DHJJ Financial Advisors Ltd. | 21,285 | $832K | 0.4% | +4.0% | 0.894% | |
7/10/2024 | Lantz Financial LLC | 265,014 | $10.36M | 3.2% | +3,346.7% | 11.135% | |
7/9/2024 | Fragasso Financial Advisors Inc | 42,198 | $1.65M | 0.1% | +2.6% | 1.773% | |
5/24/2024 | Cetera Advisors LLC | 14,401 | $541K | 0.0% | -18.1% | 0.605% | |
5/23/2024 | FSA Advisors Inc. | 5,334 | $201K | 0.2% | N/A | 0.224% | |
5/8/2024 | Berkshire Money Management Inc. | 6,669 | $251K | 0.0% | N/A | 0.280% | |
5/1/2024 | Janney Montgomery Scott LLC | 25,296 | $951K | 0.0% | -12.6% | 1.041% | |
4/30/2024 | Consolidated Portfolio Review Corp | 31,303 | $1.18M | 0.3% | -1.8% | 1.288% | |
4/30/2024 | Arkadios Wealth Advisors | 10,947 | $412K | 0.0% | -44.6% | 0.450% | |
4/25/2024 | Capital Investment Advisory Services LLC | 49,420 | $1.86M | 0.2% | -10.2% | 2.034% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 96,016 | $3.61M | 0.8% | -1.7% | 3.951% | |
4/22/2024 | PFG Investments LLC | 31,303 | $1.18M | 0.1% | N/A | 1.288% | |
4/17/2024 | CRA Financial Services LLC | 6,025 | $227K | 0.0% | -24.0% | 0.248% | |
4/16/2024 | Maltin Wealth Management Inc. | 45,834 | $1.72M | 1.0% | -1.3% | 1.256% | |
4/15/2024 | Brookstone Capital Management | 10,574 | $398K | 0.0% | -33.3% | 0.290% | |
4/15/2024 | Sunbelt Securities Inc. | 2,100 | $79K | 0.0% | -17.1% | 0.058% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 20,470 | $770K | 0.3% | -1.5% | 0.561% | |
4/11/2024 | RFG Advisory LLC | 8,492 | $319K | 0.0% | -9.8% | 0.233% | |
4/10/2024 | Fragasso Group Inc. | 41,148 | $1.55M | 0.1% | -2.2% | 1.127% | |
4/10/2024 | BCS Wealth Management | 22,972 | $864K | 0.3% | -10.9% | 0.629% | |
3/6/2024 | SageView Advisory Group LLC | 175,483 | $6.26M | 0.2% | N/A | 4.808% | |
2/16/2024 | SageView Advisory Group LLC | 175,483 | $6.26M | 0.2% | N/A | 4.808% | |
2/12/2024 | Focus Financial Network Inc. ADV | 22,929 | $818K | 0.0% | N/A | 0.628% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 27,344 | $976K | 0.1% | -1.3% | 0.749% | |
2/9/2024 | Advisory Services Network LLC | 5,234 | $187K | 0.0% | -59.4% | 0.143% | |
2/9/2024 | SageView Advisory Group LLC | 175,483 | $6.26M | 0.2% | N/A | 4.808% | |
2/8/2024 | Beacon Pointe Advisors LLC | 15,593 | $557K | 0.0% | -20.3% | 0.427% | |
2/8/2024 | Kickstand Ventures LLC. | 176,974 | $6.32M | 1.8% | -26.4% | 4.849% | |
2/8/2024 | Janney Montgomery Scott LLC | 28,950 | $1.03M | 0.0% | -5.0% | 0.793% | |
2/7/2024 | Avantax Advisory Services Inc. | 6,883 | $246K | 0.0% | -15.3% | 0.189% | |
2/7/2024 | Principal Securities Inc. | 1,625 | $58K | 0.0% | N/A | 0.045% | |
2/2/2024 | Atria Wealth Solutions Inc. | 6,190 | $221K | 0.0% | N/A | 0.170% | |
2/1/2024 | Capital Investment Advisory Services LLC | 55,017 | $1.96M | 0.2% | +0.6% | 1.507% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 20,784 | $742K | 0.3% | -2.3% | 0.569% | |
1/29/2024 | Outlook Wealth Advisors LLC | 29,125 | $1.04M | 0.4% | -5.5% | 0.798% | |
1/26/2024 | Cerity Partners LLC | 55,169 | $1.97M | 0.0% | -2.2% | 1.511% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 97,670 | $3.49M | 0.8% | -5.1% | 2.676% | |
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1/24/2024 | Arkadios Wealth Advisors | 19,751 | $705K | 0.1% | -5.9% | 0.541% | |
1/19/2024 | AdvisorNet Financial Inc | 4,847 | $173K | 0.0% | -68.4% | 0.133% | |
1/18/2024 | Gradient Investments LLC | 915 | $33K | 0.0% | -40.4% | 0.025% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 10,054 | $359K | 0.0% | -3.0% | 0.275% | |
1/16/2024 | CoreCap Advisors LLC | 24,106 | $861K | 0.1% | +9.8% | 0.660% | |
1/11/2024 | Brookstone Capital Management | 15,844 | $566K | 0.0% | -90.9% | 0.434% | |
1/11/2024 | BCS Wealth Management | 25,790 | $921K | 0.3% | -4.4% | 0.707% | |
12/11/2023 | Sunbelt Securities Inc. | 2,534 | $83K | 0.0% | +14.7% | 0.069% | |
11/16/2023 | Penserra Capital Management LLC | 141,712 | $4.65M | 0.1% | +43.5% | 3.883% | |
11/13/2023 | Kestra Advisory Services LLC | 15,814 | $519K | 0.0% | -17.5% | 0.433% | |