4/2/2025 | Marcum Wealth LLC | 57,818 | $2.07M | 0.2% | +2.1% | 0.651% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 38,367 | $1.43M | 0.0% | +15.9% | 0.416% | |
3/10/2025 | Mattson Financial Services LLC | 1,562 | $58K | 0.0% | -20.7% | 0.017% | |
3/6/2025 | Wood Tarver Financial Group LLC | 13,573 | $506K | 0.2% | N/A | 0.145% | |
2/18/2025 | Investment Management Corp VA ADV | 85,264 | $3.19M | 2.8% | N/A | 0.727% | |
2/18/2025 | Helium Advisors LLC | 6,314 | $236K | 0.2% | N/A | 0.054% | |
2/18/2025 | Sunbelt Securities Inc. | 68,301 | $2.55M | 0.2% | +6.0% | 0.582% | |
2/18/2025 | JT Stratford LLC | 33,547 | $1.25M | 0.2% | -5.6% | 0.286% | |
2/18/2025 | First Heartland Consultants Inc. | 10,071 | $376K | 0.0% | -6.8% | 0.086% | |
2/17/2025 | EP Wealth Advisors LLC | 8,041 | $300K | 0.0% | -6.3% | 0.069% | |
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2/17/2025 | CoreCap Advisors LLC | 6,138 | $229K | 0.0% | -29.7% | 0.052% | |
2/17/2025 | Cetera Investment Advisers | 118,442 | $4.42M | 0.0% | -71.6% | 1.010% | |
2/17/2025 | Citadel Advisors LLC | 7,289 | $272K | 0.0% | -65.1% | 0.062% | |
2/17/2025 | Cary Street Partners Financial LLC | 126,049 | $4.71M | 0.2% | N/A | 1.075% | |
2/14/2025 | Jane Street Group LLC | 28,254 | $1.06M | 0.0% | +71.6% | 0.241% | |
2/14/2025 | Long Island Wealth Management Inc. | 290,667 | $10.86M | 6.8% | -17.2% | 2.478% | |
2/14/2025 | Berger Financial Group Inc | 6,667 | $249K | 0.0% | -5.2% | 0.057% | |
2/14/2025 | MGO One Seven LLC | 65,164 | $2.43M | 0.1% | -0.6% | 0.556% | |
2/14/2025 | OneDigital Investment Advisors LLC | 39,457 | $1.47M | 0.0% | -10.1% | 0.336% | |
2/13/2025 | First Commonwealth Financial Corp PA | 11,156 | $417K | 0.1% | -2.5% | 0.095% | |
2/13/2025 | NewEdge Advisors LLC | 17,407 | $650K | 0.0% | +1.8% | 0.148% | |
2/13/2025 | SageView Advisory Group LLC | 6,547 | $245K | 0.0% | -17.3% | 0.056% | |
2/13/2025 | Raymond James Financial Inc. | 38,868 | $1.45M | 0.0% | N/A | 0.331% | |
2/13/2025 | Trek Financial LLC | 14,349 | $536K | 0.0% | -21.5% | 0.122% | |
2/13/2025 | Envestnet Asset Management Inc. | 31,349 | $1.17M | 0.0% | +6.5% | 0.267% | |
2/12/2025 | OLD Mission Capital LLC | 52,085 | $1.95M | 0.0% | +153.8% | 0.444% | |
2/12/2025 | Riggs Capital Management LLC | 8,921 | $333K | 0.3% | N/A | 0.076% | |
2/12/2025 | Bullseye Investment Management LLC | 33,180 | $1.24M | 0.8% | N/A | 0.283% | |
2/12/2025 | AssuredPartners Investment Advisors LLC | 71,862 | $2.68M | 0.5% | N/A | 0.613% | |
2/11/2025 | LPL Financial LLC | 65,211 | $2.44M | 0.0% | -0.6% | 0.556% | |
2/10/2025 | Harbour Investments Inc. | 4,501 | $168K | 0.0% | -9.2% | 0.038% | |
2/10/2025 | Commonwealth Equity Services LLC | 375,875 | $14.04M | 0.0% | -24.0% | 3.204% | |
2/10/2025 | Avantax Advisory Services Inc. | 28,742 | $1.07M | 0.0% | +2.0% | 0.245% | |
2/7/2025 | HighTower Advisors LLC | 83,861 | $3.13M | 0.0% | +8.5% | 0.715% | |
2/7/2025 | Miller Financial Services LLC | 25,455 | $951K | 0.8% | N/A | 0.217% | |
2/7/2025 | Acas LLC | 15,443 | $592K | 0.4% | +34.9% | 0.132% | |
2/6/2025 | Raymond James Financial Inc. | 38,868 | $1.45M | 0.0% | N/A | 0.331% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 3,363 | $126K | 0.0% | +29.1% | 0.029% | |
2/5/2025 | Red Crane Wealth Management LLC | 36,355 | $1.36M | 1.3% | N/A | 0.310% | |
2/4/2025 | Avalon Capital Management | 89,797 | $3.35M | 1.1% | -1.4% | 0.766% | |
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2/4/2025 | IFP Advisors Inc | 35,434 | $1.32M | 0.0% | +20.8% | 0.302% | |
2/4/2025 | Forvis Mazars Wealth Advisors LLC | 26,693 | $997K | 0.0% | -22.3% | 0.228% | |
1/31/2025 | Truist Financial Corp | 37,173 | $1.39M | 0.0% | -6.8% | 0.317% | |
1/30/2025 | Allworth Financial LP | 5,797 | $221K | 0.0% | -95.1% | 0.049% | |
1/30/2025 | Principal Securities Inc. | 102,519 | $3.83M | 0.1% | -26.3% | 0.874% | |
1/30/2025 | DHJJ Financial Advisors Ltd. | 34,669 | $1.30M | 0.5% | -12.8% | 0.296% | |
1/29/2025 | Stonebridge Financial Group LLC | 3,952 | $148K | 0.0% | N/A | 0.034% | |
1/28/2025 | Stephens Inc. AR | 384,152 | $14.35M | 0.2% | -0.7% | 3.275% | |
1/27/2025 | Beacon Financial Advisory LLC | 7,517 | $281K | 0.1% | -30.5% | 0.064% | |
1/27/2025 | Berkshire Money Management Inc. | 370,200 | $13.83M | 1.5% | -80.0% | 3.156% | |
1/27/2025 | PFS Partners LLC | 519,302 | $19.40M | 10.4% | -0.5% | 4.427% | |
1/24/2025 | Vantage Point Financial LLC | 7,511 | $281K | 0.2% | N/A | 0.064% | |
1/24/2025 | Compass Advisory Group LLC | 488,924 | $18.26M | 6.5% | -13.3% | 4.168% | |
1/23/2025 | Capital Investment Advisory Services LLC | 29,961 | $1.12M | 0.1% | -4.0% | 0.255% | |
1/23/2025 | Strategic Blueprint LLC | 21,881 | $817K | 0.0% | -2.6% | 0.187% | |
1/22/2025 | Foundations Investment Advisors LLC | 10,938 | $409K | 0.0% | +3.6% | 0.093% | |
1/17/2025 | Janney Montgomery Scott LLC | 24,044 | $898K | 0.0% | -46.3% | 0.205% | |
1/16/2025 | Koshinski Asset Management Inc. | 12,735 | $476K | 0.0% | -3.9% | 0.109% | |
1/16/2025 | Maltin Wealth Management Inc. | 22,747 | $850K | 0.4% | -22.5% | 0.194% | |
1/13/2025 | BCS Wealth Management | 5,703 | $213K | 0.1% | -18.6% | 0.049% | |
1/13/2025 | AdvisorNet Financial Inc | 102,946 | $3.85M | 0.3% | -1.0% | 0.878% | |
1/13/2025 | Brookstone Capital Management | 72,304 | $2.70M | 0.0% | -15.2% | 0.616% | |
1/8/2025 | Weaver Consulting Group | 30,474 | $1.14M | 0.4% | -7.1% | 0.260% | |
1/3/2025 | First City Capital Management Inc. | 11,670 | $436K | 0.2% | N/A | 0.099% | |
11/18/2024 | Sunbelt Securities Inc. | 64,412 | $2.39M | 0.2% | -2.2% | 0.549% | |
11/15/2024 | MML Investors Services LLC | 15,250 | $565K | 0.0% | -16.6% | 0.130% | |
11/15/2024 | EP Wealth Advisors LLC | 8,584 | $318K | 0.0% | N/A | 0.073% | |
11/15/2024 | Jane Street Group LLC | 16,464 | $610K | 0.0% | -4.6% | 0.140% | |
11/15/2024 | Wolverine Trading LLC | 16,952 | $627K | 0.0% | +41.3% | 0.145% | |
11/15/2024 | Weaver Consulting Group | 32,787 | $1.22M | 0.4% | +3.8% | 0.280% | |
11/15/2024 | SageView Advisory Group LLC | 7,921 | $294K | 0.0% | -40.2% | 0.068% | |
11/15/2024 | HighTower Advisors LLC | 77,274 | $2.86M | 0.0% | -1.1% | 0.659% | |
11/6/2024 | 1776 Wealth LLC | 5,955 | $221K | 0.1% | -21.7% | 0.051% | |
11/6/2024 | OneDigital Investment Advisors LLC | 43,868 | $1.63M | 0.0% | +51.4% | 0.374% | |
11/5/2024 | First Heartland Consultants Inc. | 10,802 | $400K | 0.0% | +2.8% | 0.092% | |
11/5/2024 | Apollon Wealth Management LLC | 10,000 | $371K | 0.0% | -9.1% | 0.085% | |
11/4/2024 | Sigma Planning Corp | 6,072 | $225K | 0.0% | -15.4% | 0.052% | |
11/1/2024 | PFS Partners LLC | 521,820 | $19.34M | 10.9% | -0.9% | 4.449% | |
10/31/2024 | TFB Advisors LLC | 7,767 | $288K | 0.1% | -11.3% | 0.066% | |
10/29/2024 | Janney Montgomery Scott LLC | 44,744 | $1.66M | 0.0% | -2.7% | 0.381% | |
10/28/2024 | Principal Securities Inc. | 139,160 | $5.16M | 0.1% | -2.0% | 1.186% | |
10/28/2024 | Stephens Inc. AR | 386,852 | $14.34M | 0.2% | -1.0% | 3.298% | |
10/25/2024 | Strategic Blueprint LLC | 22,473 | $833K | 0.1% | +6.4% | 0.192% | |
10/25/2024 | Pallas Capital Advisors LLC | 64,800 | $2.40M | 0.1% | +21.4% | 0.552% | |
10/24/2024 | FSA Advisors Inc. | 29,917 | $1.11M | 1.1% | -1.8% | 0.255% | |
10/24/2024 | Arkadios Wealth Advisors | 5,719 | $212K | 0.0% | -41.7% | 0.049% | |
10/23/2024 | Allworth Financial LP | 119,131 | $4.42M | 0.0% | +1.7% | 1.016% | |
10/23/2024 | Global Trust Asset Management LLC | 24,500 | $908K | 0.3% | -7.5% | 0.209% | |
10/22/2024 | DHJJ Financial Advisors Ltd. | 39,742 | $1.47M | 0.6% | -1.0% | 0.339% | |
10/22/2024 | ODonnell Financial Services LLC | 421,257 | $15.62M | 6.3% | -2.4% | 3.591% | |
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10/21/2024 | Foundations Investment Advisors LLC | 10,560 | $391K | 0.0% | N/A | 0.090% | |
10/17/2024 | Berkshire Money Management Inc. | 1,849,782 | $68.57M | 7.8% | +5.8% | 15.770% | |
10/11/2024 | Paladin Wealth LLC | 4,220 | $156K | 0.1% | N/A | 0.036% | |
10/9/2024 | Maltin Wealth Management Inc. | 29,347 | $1.09M | 0.5% | +1.5% | 0.250% | |
10/9/2024 | Cypress Wealth Services LLC | 6,511 | $241K | 0.0% | -20.5% | 0.056% | |
10/9/2024 | Marcum Wealth LLC | 56,367 | $2.09M | 0.2% | -0.9% | 0.481% | |
10/8/2024 | CWM LLC | 2,466 | $91K | 0.0% | +13.4% | 0.021% | |
10/8/2024 | Brookstone Capital Management | 85,294 | $3.16M | 0.0% | -11.7% | 0.727% | |
9/30/2024 | Mattson Financial Services LLC | 1,970 | $69K | 0.0% | N/A | 0.017% | |
8/30/2024 | Brown Financial Advisors | 3,278 | $114K | 0.1% | N/A | 0.028% | |