3/17/2025 | Wealth Enhancement Advisory Services LLC | 56,292 | $1.66M | 0.0% | +3.2% | 1.037% | |
3/6/2025 | Wood Tarver Financial Group LLC | 82,138 | $2.42M | 0.8% | N/A | 1.586% | |
2/25/2025 | Leigh Baldwin & CO. LLC | 10,600 | $312K | 0.2% | N/A | 0.205% | |
2/18/2025 | Investment Management Corp VA ADV | 1,896 | $56K | 0.1% | N/A | 0.038% | |
2/18/2025 | Sunbelt Securities Inc. | 10,822 | $318K | 0.0% | -4.8% | 0.215% | |
2/17/2025 | Cetera Investment Advisers | 93,779 | $2.76M | 0.0% | -1.4% | 1.864% | |
2/17/2025 | Citadel Advisors LLC | 6,805 | $200K | 0.0% | N/A | 0.135% | |
2/14/2025 | Jane Street Group LLC | 23,619 | $695K | 0.0% | +80.2% | 0.470% | |
2/14/2025 | Long Island Wealth Management Inc. | 32,747 | $964K | 0.6% | -7.7% | 0.651% | |
2/14/2025 | Berger Financial Group Inc | 74,912 | $2.21M | 0.2% | -11.4% | 1.489% | |
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2/14/2025 | Tradition Wealth Management LLC | 19,367 | $570K | 0.1% | -2.3% | 0.385% | |
2/13/2025 | SageView Advisory Group LLC | 14,602 | $430K | 0.0% | -41.1% | 0.290% | |
2/13/2025 | Raymond James Financial Inc. | 59,611 | $1.76M | 0.0% | N/A | 1.185% | |
2/13/2025 | Envestnet Asset Management Inc. | 16,219 | $477K | 0.0% | +8.2% | 0.322% | |
2/12/2025 | OLD Mission Capital LLC | 24,199 | $712K | 0.0% | N/A | 0.481% | |
2/12/2025 | Blair William & Co. IL | 73,482 | $2.16M | 0.0% | -2.2% | 1.461% | |
2/12/2025 | JPMorgan Chase & Co. | 854 | $25K | 0.0% | -76.9% | 0.017% | |
2/11/2025 | LPL Financial LLC | 31,251 | $920K | 0.0% | -4.1% | 0.621% | |
2/11/2025 | M Holdings Securities Inc. | 875 | $26K | 0.0% | -97.1% | 0.017% | |
2/10/2025 | Commonwealth Equity Services LLC | 284,978 | $8.39M | 0.0% | -4.2% | 5.666% | |
2/10/2025 | Avantax Advisory Services Inc. | 33,630 | $990K | 0.0% | -5.6% | 0.669% | |
2/7/2025 | HighTower Advisors LLC | 603,509 | $17.76M | 0.0% | +0.5% | 11.998% | |
2/7/2025 | Miller Financial Services LLC | 11,024 | $324K | 0.3% | N/A | 0.219% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 17,473 | $514K | 0.1% | -11.6% | 0.347% | |
2/6/2025 | Raymond James Financial Inc. | 59,611 | $1.76M | 0.0% | N/A | 1.185% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 3,164 | $93K | 0.0% | +76.1% | 0.063% | |
2/5/2025 | Corrado Advisors LLC | 44,123 | $1.30M | 0.8% | -6.8% | 0.877% | |
2/4/2025 | IFP Advisors Inc | 20,309 | $598K | 0.0% | -5.1% | 0.404% | |
2/4/2025 | Wealthgarden F.S. LLC | 11,463 | $337K | 0.3% | N/A | 0.228% | |
2/4/2025 | Forvis Mazars Wealth Advisors LLC | 27,219 | $801K | 0.0% | -23.6% | 0.541% | |
2/3/2025 | Sigma Planning Corp | 9,081 | $267K | 0.0% | -32.1% | 0.181% | |
1/30/2025 | Allworth Financial LP | 492,685 | $14.80M | 0.1% | +156.6% | 9.795% | |
1/30/2025 | Principal Securities Inc. | 70,108 | $2.06M | 0.0% | -1.1% | 1.394% | |
1/29/2025 | Stonebridge Financial Group LLC | 1,088 | $32K | 0.0% | N/A | 0.022% | |
1/27/2025 | Onyx Bridge Wealth Group LLC | 97,382 | $2.87M | 0.4% | -1.0% | 1.936% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 10,143 | $299K | 0.0% | -11.0% | 0.202% | |
1/24/2025 | Compass Advisory Group LLC | 46,859 | $1.38M | 0.5% | +1.8% | 0.932% | |
1/24/2025 | ODonnell Financial Services LLC | 646,392 | $19.03M | 8.4% | +1,043.5% | 12.851% | |
1/21/2025 | Gradient Investments LLC | 356,421 | $10.49M | 0.2% | N/A | 7.086% | |
1/21/2025 | RFG Advisory LLC | 76,166 | $2.24M | 0.1% | -3.8% | 1.514% | |
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1/17/2025 | Janney Montgomery Scott LLC | 7,040 | $207K | 0.0% | -53.8% | 0.140% | |
1/17/2025 | Global Trust Asset Management LLC | 16,500 | $486K | 0.2% | -5.7% | 0.328% | |
1/16/2025 | Sugar Maple Asset Management LLC | 4,599 | $135K | 0.1% | N/A | 0.091% | |
1/16/2025 | Maltin Wealth Management Inc. | 195,835 | $5.76M | 2.8% | +3.0% | 3.893% | |
1/13/2025 | BCS Wealth Management | 8,876 | $261K | 0.1% | -7.0% | 0.176% | |
1/13/2025 | Fragasso Financial Advisors Inc | 52,410 | $1.54M | 0.1% | -17.7% | 1.042% | |
1/13/2025 | Brookstone Capital Management | 43,246 | $1.27M | 0.0% | +74.6% | 0.860% | |
11/18/2024 | Sunbelt Securities Inc. | 11,370 | $331K | 0.0% | -11.4% | 0.226% | |
11/15/2024 | MML Investors Services LLC | 8,371 | $244K | 0.0% | N/A | 0.166% | |
11/15/2024 | Jane Street Group LLC | 13,106 | $382K | 0.0% | -61.8% | 0.261% | |
11/15/2024 | SageView Advisory Group LLC | 24,805 | $723K | 0.0% | -4.3% | 0.493% | |
11/15/2024 | HighTower Advisors LLC | 600,705 | $17.50M | 0.0% | -1.7% | 11.942% | |
11/14/2024 | Tradition Wealth Management LLC | 19,818 | $577K | 0.1% | -11.1% | 0.394% | |
11/12/2024 | M Holdings Securities Inc. | 29,719 | $866K | 0.2% | +33.8% | 0.591% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 8,717 | $254K | 0.0% | N/A | 0.173% | |
11/5/2024 | Harbour Investments Inc. | 6,353 | $185K | 0.0% | +28.6% | 0.126% | |
11/4/2024 | Sigma Planning Corp | 13,366 | $389K | 0.0% | N/A | 0.266% | |
11/1/2024 | Corrado Advisors LLC | 47,359 | $1.38M | 0.9% | -3.8% | 0.942% | |
10/31/2024 | Global Strategic Investment Solutions LLC | 25,114 | $732K | 0.1% | -6.9% | 0.499% | |
10/28/2024 | Focus Financial Network Inc. | 6,975 | $203K | 0.0% | N/A | 0.139% | |
10/24/2024 | Motiv8 Investments LLC | 165,078 | $4.81M | 3.2% | +93.8% | 3.282% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 54,569 | $1.59M | 0.0% | +33.3% | 1.085% | |
10/23/2024 | Allworth Financial LP | 192,041 | $5.59M | 0.0% | +2,167.6% | 3.818% | |
10/22/2024 | DHJJ Financial Advisors Ltd. | 25,137 | $732K | 0.3% | +17.9% | 0.500% | |
10/22/2024 | Chris Bulman Inc | 43,361 | $1.26M | 0.9% | -3.1% | 0.862% | |
10/22/2024 | ODonnell Financial Services LLC | 56,527 | $1.65M | 0.7% | -3.9% | 1.124% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 98,370 | $2.87M | 0.4% | +0.9% | 1.956% | |
10/9/2024 | Maltin Wealth Management Inc. | 190,144 | $5.54M | 2.7% | +0.2% | 3.780% | |
10/9/2024 | Cypress Wealth Services LLC | 51,234 | $1.49M | 0.3% | +3.5% | 1.019% | |
10/9/2024 | Marcum Wealth LLC | 26,393 | $769K | 0.1% | +40.7% | 0.525% | |
10/8/2024 | Brookstone Capital Management | 24,775 | $722K | 0.0% | +109.2% | 0.493% | |
10/8/2024 | Sugarloaf Wealth Management LLC | 18,462 | $538K | 0.1% | +58.1% | 0.367% | |
8/22/2024 | Cetera Investment Advisers | 74,434 | $2.06M | 0.0% | -13.2% | 1.480% | |
8/21/2024 | Truist Financial Corp | 17,103 | $473K | 0.0% | +35.1% | 0.340% | |
8/16/2024 | Long Island Wealth Management Inc. | 35,102 | $970K | 0.7% | -24.5% | 0.698% | |
8/10/2024 | Wealth Alliance | 12,820 | $354K | 0.0% | +28.4% | 0.255% | |
8/6/2024 | Chris Bulman Inc | 44,730 | $1.24M | 0.8% | N/A | 0.889% | |
8/6/2024 | Motiv8 Investments LLC | 85,158 | $2.35M | 1.7% | -0.5% | 1.693% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 24,038 | $664K | 0.1% | -4.5% | 0.478% | |
8/1/2024 | FSA Advisors Inc. | 12,588 | $348K | 0.4% | +17.5% | 0.250% | |
7/31/2024 | Commonwealth Equity Services LLC | 324,349 | $8.97M | 0.0% | -23.1% | 6.448% | |
7/30/2024 | ODonnell Financial Services LLC | 58,832 | $1.63M | 0.7% | -1.3% | 1.170% | |
7/22/2024 | Onyx Bridge Wealth Group LLC | 97,516 | $2.70M | 0.4% | +1.4% | 1.939% | |
7/18/2024 | Gradient Investments LLC | 8,724 | $241K | 0.0% | -18.4% | 0.173% | |
7/18/2024 | Brookstone Capital Management | 11,842 | $341K | 0.0% | +24.4% | 0.235% | |
7/18/2024 | Triad Wealth Partners LLC | 1,600 | $44K | 0.0% | N/A | 0.032% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 40,929 | $1.13M | 0.0% | -19.1% | 0.814% | |
7/16/2024 | BCS Wealth Management | 9,543 | $264K | 0.1% | -3.8% | 0.190% | |
7/12/2024 | Maltin Wealth Management Inc. | 189,704 | $5.24M | 2.8% | +3.7% | 3.771% | |
7/12/2024 | DHJJ Financial Advisors Ltd. | 21,321 | $589K | 0.2% | -11.6% | 0.424% | |
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7/9/2024 | Fragasso Financial Advisors Inc | 63,660 | $1.76M | 0.1% | -6.9% | 1.266% | |
7/8/2024 | Sugarloaf Wealth Management LLC | 11,677 | $323K | 0.1% | +98.8% | 0.232% | |
5/30/2024 | Motiv8 Investments LLC | 85,625 | $2.40M | 1.9% | N/A | 1.702% | |
5/24/2024 | Cetera Advisors LLC | 15,208 | $427K | 0.0% | -35.9% | 0.302% | |
5/24/2024 | Cetera Investment Advisers | 85,782 | $2.41M | 0.0% | +230.3% | 1.705% | |
5/9/2024 | Kingsview Wealth Management LLC | 9,425 | $265K | 0.0% | +7.8% | 0.185% | |
5/8/2024 | Avantax Advisory Services Inc. | 36,998 | $1.04M | 0.0% | -1.0% | 0.725% | |
5/2/2024 | Crown Wealth Group LLC | 24,795 | $696K | 0.4% | -5.7% | 0.486% | |
4/29/2024 | Commonwealth Equity Services LLC | 421,526 | $11.84M | 0.0% | -3.8% | 8.265% | |
4/29/2024 | Castle Wealth Management LLC | 14,527 | $408K | 0.2% | -27.8% | 0.285% | |