4/18/2025 | DHJJ Financial Advisors Ltd. | 38,578 | $1.23M | 0.5% | +4.1% | 0.665% | |
4/15/2025 | Chris Bulman Inc | 36,146 | $1.16M | 0.7% | -2.9% | 0.623% | |
4/14/2025 | PFS Partners LLC | 3,316 | $106K | 0.1% | N/A | 0.057% | |
4/14/2025 | Farther Finance Advisors LLC | 1,510 | $48K | 0.0% | N/A | 0.026% | |
4/14/2025 | BCS Wealth Management | 8,643 | $276K | 0.1% | -19.9% | 0.149% | |
4/10/2025 | Whipplewood Advisors LLC | 870 | $28K | 0.0% | -68.6% | 0.015% | |
4/9/2025 | Cypress Financial Planning LLC | 6,665 | $213K | 0.1% | N/A | 0.115% | |
4/9/2025 | NBC Securities Inc. | 1,800 | $57K | 0.0% | N/A | 0.031% | |
4/8/2025 | Lantz Financial LLC | 10,770 | $344K | 0.1% | -68.8% | 0.187% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 49,155 | $1.49M | 0.0% | +29.6% | 0.858% | |
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3/10/2025 | Mattson Financial Services LLC | 3,494 | $115K | 0.0% | -20.8% | 0.061% | |
2/25/2025 | Heck Capital Advisors LLC | 259,754 | $7.85M | 0.5% | N/A | 3.948% | |
2/18/2025 | Sunbelt Securities Inc. | 11,492 | $349K | 0.0% | +29.6% | 0.175% | |
2/17/2025 | Diligent Investors LLC | 39,108 | $1.18M | 0.3% | -1.3% | 0.594% | |
2/17/2025 | CoreCap Advisors LLC | 6,567 | $199K | 0.0% | -30.3% | 0.100% | |
2/17/2025 | Cetera Investment Advisers | 51,874 | $1.57M | 0.0% | +1.4% | 0.788% | |
2/17/2025 | Citadel Advisors LLC | 17,225 | $521K | 0.0% | N/A | 0.262% | |
2/14/2025 | Long Island Wealth Management Inc. | 190,094 | $5.75M | 3.6% | -6.5% | 2.889% | |
2/14/2025 | WPWealth LLP | 107,573 | $3.25M | 0.7% | +156.3% | 1.635% | |
2/14/2025 | Tradition Wealth Management LLC | 12,225 | $370K | 0.0% | -3.2% | 0.186% | |
2/13/2025 | Raymond James Financial Inc. | 9,060 | $274K | 0.0% | N/A | 0.138% | |
2/13/2025 | Trek Financial LLC | 6,734 | $204K | 0.0% | -32.5% | 0.102% | |
2/12/2025 | OLD Mission Capital LLC | 29,357 | $887K | 0.0% | N/A | 0.446% | |
2/12/2025 | Blair William & Co. IL | 240,518 | $7.27M | 0.0% | -5.7% | 3.655% | |
2/12/2025 | AssuredPartners Investment Advisors LLC | 88,841 | $2.69M | 0.5% | N/A | 1.350% | |
2/12/2025 | JPMorgan Chase & Co. | 1,644 | $50K | 0.0% | -30.3% | 0.025% | |
2/11/2025 | WorthPointe LLC | 17,626 | $533K | 0.2% | +2.3% | 0.268% | |
2/11/2025 | LPL Financial LLC | 26,785 | $810K | 0.0% | -11.4% | 0.407% | |
2/10/2025 | Commonwealth Equity Services LLC | 113,118 | $3.42M | 0.0% | -2.5% | 1.719% | |
2/10/2025 | Capasso Planning Partners LLC | 14,822 | $448K | 0.2% | N/A | 0.225% | |
2/7/2025 | PFG Advisors | 16,744 | $506K | 0.0% | -2.1% | 0.254% | |
2/6/2025 | Raymond James Financial Inc. | 9,060 | $274K | 0.0% | N/A | 0.138% | |
2/6/2025 | Triad Wealth Partners LLC | 8,294 | $251K | 0.1% | N/A | 0.126% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 16,092 | $486K | 0.0% | +41.6% | 0.245% | |
2/6/2025 | Global Strategic Investment Solutions LLC | 113,297 | $3.43M | 0.4% | -1.3% | 1.722% | |
2/5/2025 | Whipplewood Advisors LLC | 2,773 | $84K | 0.0% | N/A | 0.042% | |
2/5/2025 | Corrado Advisors LLC | 54,576 | $1.65M | 1.1% | -6.2% | 0.829% | |
2/5/2025 | Red Crane Wealth Management LLC | 90,896 | $2.75M | 2.6% | N/A | 1.381% | |
2/5/2025 | Siligmueller & Norvid Wealth Advisors LLC | 15,807 | $478K | 0.2% | N/A | 0.240% | |
2/4/2025 | IFP Advisors Inc | 41,831 | $1.26M | 0.0% | +67.9% | 0.636% | |
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2/4/2025 | Wealthgarden F.S. LLC | 7,547 | $228K | 0.2% | N/A | 0.115% | |
2/4/2025 | Forvis Mazars Wealth Advisors LLC | 33,466 | $1.01M | 0.0% | -32.1% | 0.509% | |
1/31/2025 | 3EDGE Asset Management LP | 80,291 | $2.43M | 0.1% | +295.7% | 1.220% | |
1/31/2025 | Truist Financial Corp | 16,115 | $487K | 0.0% | +2.9% | 0.245% | |
1/31/2025 | Macroview Investment Management LLC | 46,822 | $1.42M | 1.4% | -1.1% | 0.712% | |
1/30/2025 | Allworth Financial LP | 348,791 | $10.82M | 0.1% | +195.5% | 5.301% | |
1/27/2025 | Vestia Personal Wealth Advisors | 11,496 | $348K | 0.3% | N/A | 0.175% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 8,404 | $254K | 0.0% | +14.1% | 0.128% | |
1/24/2025 | Compass Advisory Group LLC | 435,562 | $13.17M | 4.7% | +20.9% | 6.619% | |
1/23/2025 | Heck Capital Advisors LLC | 259,754 | $7.85M | 0.5% | N/A | 3.948% | |
1/23/2025 | Strategic Blueprint LLC | 35,185 | $1.06M | 0.1% | +16.6% | 0.535% | |
1/21/2025 | Lantz Financial LLC | 34,570 | $1.05M | 0.3% | +1.6% | 0.525% | |
1/17/2025 | Janney Montgomery Scott LLC | 12,674 | $383K | 0.0% | +18.6% | 0.193% | |
1/15/2025 | Cypress Wealth Services LLC | 27,061 | $818K | 0.2% | -16.8% | 0.411% | |
1/13/2025 | BCS Wealth Management | 10,786 | $326K | 0.1% | -13.2% | 0.164% | |
1/13/2025 | AdvisorNet Financial Inc | 132,711 | $4.01M | 0.3% | +1.7% | 2.017% | |
1/13/2025 | HFG Wealth Management LLC | 137,205 | $4.52M | 2.9% | -6.5% | 2.085% | |
1/13/2025 | Brookstone Capital Management | 39,121 | $1.18M | 0.0% | +77.4% | 0.595% | |
11/18/2024 | Sunbelt Securities Inc. | 8,868 | $292K | 0.0% | -5.7% | 0.135% | |
11/15/2024 | SageView Advisory Group LLC | 10,063 | $332K | 0.0% | -54.3% | 0.153% | |
11/15/2024 | HighTower Advisors LLC | 100,110 | $3.30M | 0.0% | -41.7% | 1.521% | |
11/15/2024 | Ascent Group LLC | 10,783 | $356K | 0.0% | +12.5% | 0.164% | |
11/15/2024 | Benjamin Edwards Inc. | 39,186 | $1.29M | 0.0% | N/A | 0.596% | |
11/1/2024 | Corrado Advisors LLC | 58,213 | $1.92M | 1.2% | -2.0% | 0.885% | |
10/31/2024 | Global Strategic Investment Solutions LLC | 114,751 | $3.78M | 0.4% | -32.2% | 1.744% | |
10/25/2024 | Strategic Blueprint LLC | 30,169 | $995K | 0.1% | +18.1% | 0.458% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 37,941 | $1.25M | 0.0% | -1.1% | 0.577% | |
10/23/2024 | Allworth Financial LP | 118,025 | $3.89M | 0.0% | +114,487.4% | 1.794% | |
10/22/2024 | Chris Bulman Inc | 37,706 | $1.24M | 0.8% | -3.6% | 0.573% | |
10/19/2024 | Compass Ion Advisors LLC | 6,912 | $228K | 0.0% | N/A | 0.105% | |
10/11/2024 | Paladin Wealth LLC | 9,442 | $311K | 0.3% | N/A | 0.143% | |
10/8/2024 | Brookstone Capital Management | 22,057 | $727K | 0.0% | N/A | 0.335% | |
10/8/2024 | Cardinal Point Capital Management ULC | 6,100 | $201K | 0.0% | N/A | 0.093% | |
10/7/2024 | Cypress Financial Planning LLC | 6,132 | $202K | 0.1% | N/A | 0.093% | |
9/30/2024 | Mattson Financial Services LLC | 4,412 | $139K | 0.0% | N/A | 0.067% | |
8/30/2024 | Brown Financial Advisors | 7,310 | $230K | 0.1% | N/A | 0.111% | |
8/22/2024 | Cetera Investment Advisers | 51,905 | $1.63M | 0.0% | -8.8% | 0.789% | |
8/21/2024 | Truist Financial Corp | 15,560 | $489K | 0.0% | +88.7% | 0.236% | |
8/20/2024 | HFG Wealth Management LLC | 146,808 | $4.61M | 2.9% | -8.5% | 2.231% | |
8/16/2024 | NewEdge Advisors LLC | 31,050 | $975K | 0.0% | -6.8% | 0.472% | |
8/16/2024 | Ascent Group LLC | 9,585 | $301K | 0.0% | N/A | 0.146% | |
8/16/2024 | Long Island Wealth Management Inc. | 212,185 | $6.67M | 4.7% | +2.3% | 3.225% | |
8/14/2024 | EverSource Wealth Advisors LLC | 2,077 | $66K | 0.0% | -25.5% | 0.032% | |
8/12/2024 | Blair William & Co. IL | 265,508 | $8.34M | 0.0% | -3.3% | 4.035% | |
8/8/2024 | CoreCap Advisors LLC | 9,712 | $305K | 0.0% | N/A | 0.148% | |
8/6/2024 | Chris Bulman Inc | 39,125 | $1.23M | 0.8% | N/A | 0.595% | |
7/31/2024 | Commonwealth Equity Services LLC | 130,117 | $4.09M | 0.0% | -0.9% | 1.977% | |
7/31/2024 | BCGM Wealth Management LLC | 7,877 | $247K | 0.1% | -9.0% | 0.120% | |
7/27/2024 | Strategic Blueprint LLC | 25,546 | $802K | 0.1% | +6.1% | 0.388% | |
7/18/2024 | Gradient Investments LLC | 636,979 | $20.01M | 0.4% | +3.5% | 9.681% | |
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7/18/2024 | Triad Wealth Partners LLC | 2,092 | $66K | 0.0% | N/A | 0.032% | |
7/17/2024 | AdvisorNet Financial Inc | 131,771 | $4.14M | 0.4% | -0.7% | 2.003% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 38,371 | $1.21M | 0.0% | +5.2% | 0.583% | |
7/16/2024 | BCS Wealth Management | 12,422 | $390K | 0.2% | -3.7% | 0.189% | |
7/11/2024 | U.S. Capital Wealth Advisors LLC | 7,822 | $246K | 0.0% | -8.6% | 0.119% | |
7/11/2024 | Global Trust Asset Management LLC | 1,000 | $31K | 0.0% | N/A | 0.015% | |
7/1/2024 | Kathmere Capital Management LLC | 8,538 | $260K | 0.0% | +5.8% | 0.130% | |
6/28/2024 | HFG Wealth Management LLC | 160,506 | $5.02M | 3.0% | -21.9% | 2.439% | |
6/11/2024 | EverSource Wealth Advisors LLC | 2,787 | $86K | 0.0% | N/A | 0.042% | |
5/24/2024 | Cetera Advisors LLC | 9,590 | $300K | 0.0% | N/A | 0.146% | |