1/21/2025 | Lantz Financial LLC | 10,677 | $419K | 0.1% | +95.8% | 0.377% | |
1/21/2025 | RFG Advisory LLC | 21,958 | $862K | 0.0% | +95.8% | 0.776% | |
1/17/2025 | Janney Montgomery Scott LLC | 18,291 | $718K | 0.0% | +72.7% | 0.646% | |
1/15/2025 | Krilogy Financial LLC | 12,189 | $479K | 0.0% | -9.9% | 0.431% | |
1/13/2025 | BCS Wealth Management | 9,947 | $391K | 0.1% | +21.7% | 0.351% | |
1/13/2025 | Fragasso Financial Advisors Inc | 36,819 | $1.45M | 0.1% | -16.5% | 1.301% | |
1/13/2025 | Brookstone Capital Management | 532,716 | $20.92M | 0.3% | +3,980.6% | 18.824% | |
1/8/2025 | International Assets Investment Management LLC | 7,160 | $281K | 0.0% | N/A | 0.253% | |
12/26/2024 | JPMorgan Chase & Co. | 7,849 | $299K | 0.0% | N/A | 0.277% | |
11/15/2024 | Jane Street Group LLC | 27,472 | $1.05M | 0.0% | -15.5% | 0.971% | |
|
11/15/2024 | Benjamin Edwards Inc. | 19,325 | $737K | 0.0% | N/A | 0.683% | |
11/14/2024 | First Commonwealth Financial Corp PA | 17,232 | $657K | 0.2% | +12.6% | 0.609% | |
11/13/2024 | Townsquare Capital LLC | 6,738 | $257K | 0.0% | -28.8% | 0.238% | |
11/12/2024 | Penserra Capital Management LLC | 330,984 | $12.62M | 0.3% | +26.1% | 11.696% | |
11/12/2024 | Cerity Partners LLC | 15,630 | $596K | 0.0% | +5.3% | 0.552% | |
11/4/2024 | Axxcess Wealth Management LLC | 8,615 | $328K | 0.0% | -27.5% | 0.304% | |
11/4/2024 | Sigma Planning Corp | 25,641 | $978K | 0.0% | -5.4% | 0.906% | |
10/22/2024 | DHJJ Financial Advisors Ltd. | 11,287 | $430K | 0.2% | -15.6% | 0.399% | |
10/18/2024 | Raymond James & Associates | 111,958 | $4.27M | 0.0% | -4.4% | 3.956% | |
10/17/2024 | BCS Wealth Management | 8,175 | $312K | 0.1% | -8.2% | 0.289% | |
10/10/2024 | CRA Financial Services LLC | 8,480 | $323K | 0.1% | -26.3% | 0.300% | |
8/22/2024 | Cetera Investment Advisers | 46,440 | $1.74M | 0.0% | -8.7% | 1.641% | |
8/21/2024 | Truist Financial Corp | 9,490 | $355K | 0.0% | -6.2% | 0.335% | |
8/16/2024 | Sunbelt Securities Inc. | 720 | $27K | 0.0% | -72.6% | 0.025% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 30,854 | $1.15M | 0.0% | -1.5% | 1.090% | |
8/8/2024 | Thoroughbred Financial Services LLC | 68,866 | $2.57M | 0.2% | +27.6% | 2.433% | |
8/8/2024 | CoreCap Advisors LLC | 41,618 | $1.56M | 0.2% | N/A | 1.471% | |
8/7/2024 | Vantage Financial Partners LLC | 8,095 | $303K | 0.1% | -27.7% | 0.286% | |
8/6/2024 | Chris Bulman Inc | 1,759 | $66K | 0.0% | N/A | 0.062% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 14,514 | $543K | 0.1% | -10.0% | 0.513% | |
7/31/2024 | Commonwealth Equity Services LLC | 168,525 | $6.30M | 0.0% | -9.0% | 5.955% | |
7/30/2024 | Integral Investment Advisors Inc. | 24,635 | $920K | 0.3% | -3.9% | 0.870% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 24,848 | $929K | 0.1% | -3.6% | 0.878% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 39,164 | $1.46M | 0.0% | -1.4% | 1.384% | |
7/22/2024 | Krilogy Financial LLC | 13,677 | $511K | 0.0% | -22.8% | 0.483% | |
7/19/2024 | Raymond James & Associates | 117,141 | $4.38M | 0.0% | -0.3% | 4.139% | |
7/18/2024 | Brookstone Capital Management | 13,185 | $495K | 0.0% | -22.1% | 0.466% | |
7/15/2024 | RFG Advisory LLC | 14,826 | $554K | 0.0% | -15.1% | 0.524% | |
7/12/2024 | DHJJ Financial Advisors Ltd. | 13,372 | $500K | 0.2% | -16.2% | 0.473% | |
5/24/2024 | Cetera Advisors LLC | 31,987 | $1.17M | 0.0% | +3.4% | 1.130% | |
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5/24/2024 | Cetera Investment Advisers | 50,890 | $1.86M | 0.0% | +713.6% | 1.798% | |
5/9/2024 | SageView Advisory Group LLC | 46,580 | $1.70M | 0.1% | N/A | 1.646% | |
5/8/2024 | Berkshire Money Management Inc. | 19,439 | $709K | 0.1% | -60.7% | 0.687% | |
5/8/2024 | Thoroughbred Financial Services LLC | 53,979 | $1.97M | 0.2% | -23.4% | 1.907% | |
5/2/2024 | Vantage Financial Partners LLC | 11,193 | $408K | 0.1% | -3.8% | 0.386% | |
5/1/2024 | Janney Montgomery Scott LLC | 47,348 | $1.73M | 0.0% | -5.7% | 1.633% | |
4/29/2024 | Commonwealth Equity Services LLC | 185,196 | $6.76M | 0.0% | -2.6% | 6.386% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 39,707 | $1.45M | 0.0% | -6.7% | 1.369% | |
4/24/2024 | Krilogy Financial LLC | 17,727 | $647K | 0.0% | -11.5% | 0.611% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 16,129 | $588K | 0.1% | -1.7% | 0.556% | |
4/17/2024 | CRA Financial Services LLC | 11,730 | $428K | 0.1% | -11.3% | 0.427% | |
4/15/2024 | Brookstone Capital Management | 16,922 | $617K | 0.0% | -3.7% | 0.615% | |
4/12/2024 | AdvisorNet Financial Inc | 7,098 | $259K | 0.0% | -19.8% | 0.258% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 15,950 | $582K | 0.3% | -8.5% | 0.580% | |
4/11/2024 | RFG Advisory LLC | 17,461 | $637K | 0.0% | +75.6% | 0.635% | |
4/10/2024 | Fragasso Group Inc. | 44,077 | $1.61M | 0.1% | -8.0% | 1.603% | |
4/10/2024 | BCS Wealth Management | 8,906 | $325K | 0.1% | -20.2% | 0.324% | |
4/10/2024 | Lantz Financial LLC | 5,591 | $204K | 0.1% | N/A | 0.203% | |
2/9/2024 | Advisory Services Network LLC | 4,763 | $166K | 0.0% | N/A | 0.173% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 42,575 | $1.49M | 0.0% | +10.6% | 1.548% | |
2/9/2024 | Thoroughbred Financial Services LLC | 70,428 | $2.46M | 0.2% | -8.7% | 2.561% | |
2/8/2024 | Beacon Pointe Advisors LLC | 27,583 | $963K | 0.0% | -20.4% | 1.003% | |
2/8/2024 | Janney Montgomery Scott LLC | 50,200 | $1.75M | 0.0% | +2.2% | 1.825% | |
2/7/2024 | Principal Securities Inc. | 14,960 | $522K | 0.0% | N/A | 0.544% | |
2/6/2024 | Valtinson Bruner Financial Planning LLC | 17,851 | $623K | 0.3% | -6.6% | 0.649% | |
2/6/2024 | Lincoln National Corp | 33,809 | $1.18M | 0.0% | +7.6% | 1.229% | |
2/6/2024 | Spire Wealth Management | 4,135 | $146K | 0.0% | N/A | 0.150% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 19,475 | $680K | 0.0% | +162.3% | 0.708% | |
2/6/2024 | SRS Capital Advisors Inc. | 13,469 | $470K | 0.1% | -2.7% | 0.490% | |
2/5/2024 | Kestra Private Wealth Services LLC | 153,297 | $5.35M | 0.1% | +14.5% | 5.574% | |
2/5/2024 | Vantage Financial Partners LLC | 11,632 | $406K | 0.1% | -8.5% | 0.423% | |
2/2/2024 | Truist Financial Corp | 10,115 | $353K | 0.0% | +48.8% | 0.368% | |
2/2/2024 | Acas LLC | 11,059 | $386K | 0.4% | -4.5% | 0.402% | |
2/1/2024 | Sigma Planning Corp | 11,736 | $410K | 0.0% | -53.4% | 0.427% | |
2/1/2024 | CRA Financial Services LLC | 13,230 | $462K | 0.1% | -21.2% | 0.481% | |
1/31/2024 | Integral Investment Advisors Inc. | 24,959 | $871K | 0.6% | +2.8% | 0.908% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 17,430 | $608K | 0.3% | +14.9% | 0.634% | |
1/26/2024 | Cerity Partners LLC | 35,250 | $1.23M | 0.0% | N/A | 1.282% | |
1/26/2024 | Krilogy Financial LLC | 20,037 | $699K | 0.1% | -11.0% | 0.729% | |
1/25/2024 | RFG Advisory LLC | 9,945 | $347K | 0.0% | N/A | 0.362% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 16,410 | $573K | 0.1% | -2.8% | 0.597% | |
1/24/2024 | Stratos Wealth Advisors LLC | 6,073 | $212K | 0.0% | N/A | 0.221% | |
1/24/2024 | International Assets Investment Management LLC | 298,996 | $10.44M | 0.0% | +611.8% | 10.873% | |
1/23/2024 | Beacon Financial Advisory LLC | 15,574 | $544K | 0.3% | N/A | 0.566% | |
1/23/2024 | My Personal CFO LLC | 51,200 | $1.79M | 1.2% | +99.2% | 1.862% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 31,033 | $1.08M | 0.0% | +334.7% | 1.128% | |
1/16/2024 | Raymond James & Associates | 118,551 | $4.14M | 0.0% | +458.9% | 4.311% | |
1/16/2024 | Retirement Planning Group LLC | 8,753 | $306K | 0.0% | N/A | 0.318% | |
1/16/2024 | CoreCap Advisors LLC | 36,331 | $1.27M | 0.1% | +2.9% | 1.321% | |
1/11/2024 | Brookstone Capital Management | 17,573 | $613K | 0.0% | +29.8% | 0.639% | |
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1/11/2024 | BCS Wealth Management | 11,160 | $390K | 0.1% | +12.4% | 0.406% | |
1/8/2024 | Fragasso Group Inc. | 47,910 | $1.67M | 0.2% | +24.1% | 1.742% | |
11/16/2023 | Orion Capital Management LLC | 940 | $31K | 0.0% | N/A | 0.034% | |
11/16/2023 | Penserra Capital Management LLC | 143,424 | $4.69M | 0.1% | +43.5% | 5.215% | |
11/13/2023 | Visionary Wealth Advisors | 9,336 | $306K | 0.0% | -14.3% | 0.339% | |
11/13/2023 | Kestra Advisory Services LLC | 7,632 | $250K | 0.0% | -13.6% | 0.278% | |
11/8/2023 | HighTower Advisors LLC | 46,081 | $1.51M | 0.0% | -4.1% | 1.676% | |
11/8/2023 | Kestra Private Wealth Services LLC | 133,911 | $4.38M | 0.1% | +7.3% | 4.869% | |
11/6/2023 | Sigma Planning Corp | 25,161 | $823K | 0.0% | -58.7% | 0.915% | |
11/6/2023 | Lincoln National Corp | 31,435 | $1.03M | 0.0% | -15.7% | 1.143% | |