3/6/2025 | Wood Tarver Financial Group LLC | 21,476 | $921K | 0.3% | N/A | 0.540% | |
2/18/2025 | Orion Capital Management LLC | 1,360 | $58K | 0.0% | N/A | 0.036% | |
2/17/2025 | Snowden Capital Advisors LLC | 32,001 | $1.37M | 0.0% | -18.7% | 0.836% | |
2/17/2025 | CoreCap Advisors LLC | 3,290 | $141K | 0.0% | -77.8% | 0.086% | |
2/17/2025 | Cetera Investment Advisers | 64,921 | $2.79M | 0.0% | -1.4% | 1.695% | |
2/17/2025 | Citadel Advisors LLC | 12,416 | $533K | 0.0% | +71.5% | 0.324% | |
2/14/2025 | Jane Street Group LLC | 9,499 | $408K | 0.0% | -73.8% | 0.248% | |
2/14/2025 | Beacon Pointe Advisors LLC | 13,993 | $600K | 0.0% | -1.7% | 0.365% | |
2/14/2025 | Three Seasons Wealth LLC | 15,485 | $664K | 0.3% | N/A | 0.404% | |
2/14/2025 | MML Investors Services LLC | 25,625 | $1.10M | 0.0% | +4.1% | 0.669% | |
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2/13/2025 | First Commonwealth Financial Corp PA | 11,909 | $511K | 0.1% | +28.6% | 0.311% | |
2/13/2025 | CreativeOne Wealth LLC | 8,461 | $363K | 0.0% | N/A | 0.221% | |
2/13/2025 | Townsquare Capital LLC | 9,650 | $414K | 0.0% | -30.9% | 0.252% | |
2/13/2025 | Raymond James Financial Inc. | 75,908 | $3.26M | 0.0% | N/A | 1.982% | |
2/13/2025 | Cerity Partners LLC | 160,966 | $6.91M | 0.0% | -2.0% | 4.203% | |
2/13/2025 | Trek Financial LLC | 8,345 | $358K | 0.0% | -9.0% | 0.218% | |
2/12/2025 | OLD Mission Capital LLC | 26,248 | $1.13M | 0.0% | N/A | 0.685% | |
2/11/2025 | LPL Financial LLC | 35,937 | $1.54M | 0.0% | -6.4% | 0.938% | |
2/10/2025 | IMG Wealth Management Inc. | 9,869 | $423K | 0.4% | N/A | 0.258% | |
2/10/2025 | Harbour Investments Inc. | 13,052 | $560K | 0.0% | -9.6% | 0.341% | |
2/10/2025 | Valtinson Bruner Financial Planning LLC | 21,729 | $932K | 0.3% | -1.7% | 0.567% | |
2/10/2025 | Commonwealth Equity Services LLC | 286,190 | $12.28M | 0.0% | -12.2% | 7.472% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 35,034 | $1.50M | 0.3% | -1.3% | 0.915% | |
2/6/2025 | Raymond James Financial Inc. | 75,908 | $3.26M | 0.0% | N/A | 1.982% | |
2/6/2025 | Vantage Financial Partners LLC | 10,429 | $447K | 0.1% | -22.8% | 0.272% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 115,813 | $4.97M | 0.0% | -2.3% | 3.024% | |
2/4/2025 | WealthShield Partners LLC | 602 | $26K | 0.0% | -77.7% | 0.016% | |
2/3/2025 | Concurrent Investment Advisors LLC | 52,067 | $2.23M | 0.1% | N/A | 1.359% | |
1/30/2025 | WealthPLAN Partners LLC | 40,310 | $1.73M | 0.2% | -68.9% | 1.052% | |
1/28/2025 | Kingsview Wealth Management LLC | 6,456 | $277K | 0.0% | -11.6% | 0.169% | |
1/27/2025 | Lion Street Advisors LLC | 16,419 | $704K | 0.2% | -15.3% | 0.429% | |
1/27/2025 | Berkshire Money Management Inc. | 12,687 | $544K | 0.1% | -66.7% | 0.331% | |
1/23/2025 | FSA Advisors Inc. | 34,153 | $1.44M | 1.8% | -1.3% | 0.892% | |
1/23/2025 | Strategic Blueprint LLC | 26,890 | $1.15M | 0.1% | -3.4% | 0.702% | |
1/22/2025 | Foundations Investment Advisors LLC | 4,783 | $205K | 0.0% | N/A | 0.125% | |
1/21/2025 | RFG Advisory LLC | 12,892 | $553K | 0.0% | -20.4% | 0.337% | |
1/17/2025 | Janney Montgomery Scott LLC | 13,053 | $560K | 0.0% | -4.7% | 0.341% | |
1/16/2025 | Sugar Maple Asset Management LLC | 4,248 | $182K | 0.1% | N/A | 0.111% | |
1/14/2025 | Outlook Wealth Advisors LLC | 21,260 | $912K | 0.3% | +11.9% | 0.555% | |
1/14/2025 | Richard P Slaughter Associates Inc | 149,655 | $6.42M | 1.4% | +20.4% | 3.907% | |
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1/14/2025 | PCA Investment Advisory Services Inc. | 4,745 | $204K | 0.1% | N/A | 0.124% | |
1/13/2025 | BCS Wealth Management | 13,958 | $599K | 0.1% | -2.9% | 0.364% | |
1/13/2025 | Fragasso Financial Advisors Inc | 20,300 | $871K | 0.1% | -14.5% | 0.530% | |
1/13/2025 | Brookstone Capital Management | 487,623 | $20.92M | 0.3% | +22.4% | 12.732% | |
12/26/2024 | JPMorgan Chase & Co. | 1,025 | $43K | 0.0% | N/A | 0.027% | |
12/10/2024 | Garden State Investment Advisory Services LLC | 16,050 | $676K | 0.2% | -24.5% | 0.419% | |
11/15/2024 | Continuum Advisory LLC | 1,778 | $77K | 0.0% | +676.4% | 0.046% | |
11/15/2024 | MML Investors Services LLC | 24,612 | $1.04M | 0.0% | +49.2% | 0.643% | |
11/15/2024 | Jane Street Group LLC | 36,289 | $1.53M | 0.0% | -4.1% | 0.947% | |
11/15/2024 | HighTower Advisors LLC | 53,316 | $2.25M | 0.0% | +26.5% | 1.392% | |
11/15/2024 | Garden State Investment Advisory Services LLC | 16,050 | $676K | 0.2% | -24.5% | 0.419% | |
11/14/2024 | First Commonwealth Financial Corp PA | 9,263 | $390K | 0.1% | +67.7% | 0.242% | |
11/13/2024 | Townsquare Capital LLC | 13,958 | $588K | 0.0% | +18.1% | 0.364% | |
11/12/2024 | Penserra Capital Management LLC | 309,289 | $13.03M | 0.3% | +26.1% | 8.075% | |
11/12/2024 | Kingsview Wealth Management LLC | 7,303 | $308K | 0.0% | N/A | 0.191% | |
11/12/2024 | Cerity Partners LLC | 164,309 | $6.92M | 0.0% | +298.5% | 4.290% | |
11/8/2024 | Bellwether Advisors LLC | 12,383 | $522K | 0.1% | -41.1% | 0.323% | |
11/5/2024 | WealthPlan Investment Management LLC | 180,674 | $7.61M | 0.8% | N/A | 4.717% | |
11/5/2024 | WealthPLAN Partners LLC | 129,813 | $5.47M | 0.7% | +233.3% | 3.389% | |
11/5/2024 | Harbour Investments Inc. | 14,438 | $608K | 0.0% | +26.4% | 0.377% | |
10/30/2024 | Beacon Financial Advisory LLC | 13,000 | $548K | 0.2% | +26.4% | 0.339% | |
10/28/2024 | Reston Wealth Management LLC | 2,458 | $104K | 0.0% | N/A | 0.064% | |
10/25/2024 | Strategic Blueprint LLC | 27,850 | $1.17M | 0.1% | -38.4% | 0.727% | |
10/24/2024 | FSA Advisors Inc. | 34,603 | $1.46M | 1.5% | +12.3% | 0.903% | |
10/24/2024 | Sageworth Trust Co | 45,288 | $1.91M | 0.1% | -7.7% | 1.182% | |
10/23/2024 | Outlook Wealth Advisors LLC | 19,001 | $800K | 0.2% | +25.3% | 0.496% | |
10/23/2024 | Global Trust Asset Management LLC | 2,000 | $84K | 0.0% | N/A | 0.052% | |
10/22/2024 | DHJJ Financial Advisors Ltd. | 37,082 | $1.56M | 0.6% | -3.1% | 0.968% | |
10/22/2024 | Chris Bulman Inc | 7,833 | $330K | 0.2% | +423.6% | 0.205% | |
10/22/2024 | My Personal CFO LLC | 22,180 | $934K | 0.5% | +21.7% | 0.579% | |
10/18/2024 | NovaPoint Capital LLC | 5,517 | $232K | 0.1% | N/A | 0.144% | |
10/18/2024 | Stratos Wealth Advisors LLC | 5,258 | $221K | 0.0% | -67.7% | 0.137% | |
10/17/2024 | BCS Wealth Management | 14,375 | $606K | 0.3% | -12.1% | 0.375% | |
10/17/2024 | Berkshire Money Management Inc. | 38,154 | $1.61M | 0.2% | +0.8% | 0.996% | |
10/16/2024 | Secure Asset Management LLC | 11,362 | $479K | 0.1% | +22.4% | 0.297% | |
10/10/2024 | Retirement Planning Group LLC | 9,740 | $410K | 0.0% | -3.1% | 0.254% | |
10/10/2024 | Pinnacle Wealth Management Group Inc. | 15,310 | $645K | 0.4% | +24.9% | 0.400% | |
10/10/2024 | Lion Street Advisors LLC | 19,385 | $817K | 0.3% | -5.1% | 0.506% | |
10/8/2024 | Daymark Wealth Partners LLC | 6,671 | $281K | 0.0% | N/A | 0.174% | |
10/8/2024 | Brookstone Capital Management | 398,421 | $16.78M | 0.2% | +3,510.2% | 10.403% | |
10/7/2024 | Richard P Slaughter Associates Inc | 124,324 | $5.24M | 1.2% | N/A | 3.246% | |
8/22/2024 | Cetera Investment Advisers | 54,472 | $2.22M | 0.0% | -4.6% | 1.422% | |
8/14/2024 | Clear Point Advisors Inc. | 13,673 | $556K | 0.5% | -6.8% | 0.357% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 1,500 | $61K | 0.0% | -34.8% | 0.039% | |
8/9/2024 | WealthPLAN Partners LLC | 38,944 | $1.58M | 0.2% | -19.2% | 1.017% | |
8/8/2024 | Envestnet Asset Management Inc. | 44,150 | $1.80M | 0.0% | -4.2% | 1.153% | |
8/8/2024 | Thoroughbred Financial Services LLC | 28,423 | $1.16M | 0.1% | +14.7% | 0.742% | |
8/8/2024 | CoreCap Advisors LLC | 16,269 | $661K | 0.1% | N/A | 0.425% | |
8/7/2024 | Vantage Financial Partners LLC | 14,798 | $602K | 0.2% | -91.4% | 0.386% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 2,091 | $85K | 0.0% | N/A | 0.055% | |
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8/6/2024 | Chris Bulman Inc | 1,496 | $61K | 0.0% | N/A | 0.039% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 35,799 | $1.46M | 0.3% | -2.0% | 0.935% | |
8/2/2024 | Weaver Capital Management LLC | 3,004 | $122K | 0.0% | -28.6% | 0.078% | |
8/1/2024 | Claro Advisors LLC | 5,924 | $241K | 0.0% | -16.4% | 0.155% | |
7/31/2024 | Commonwealth Equity Services LLC | 310,979 | $12.65M | 0.0% | -0.7% | 8.120% | |
7/30/2024 | Integral Investment Advisors Inc. | 24,312 | $989K | 0.4% | -4.0% | 0.635% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 16,782 | $683K | 0.1% | -3.5% | 0.438% | |
7/27/2024 | Strategic Blueprint LLC | 45,239 | $1.84M | 0.1% | +35.2% | 1.181% | |
7/24/2024 | Secure Asset Management LLC | 9,280 | $377K | 0.1% | +8.1% | 0.242% | |
7/19/2024 | Berkshire Money Management Inc. | 37,840 | $1.54M | 0.2% | -1.7% | 0.988% | |