11/13/2024 | Freedom Investment Management Inc. | 7,866 | $255K | 0.0% | -6.0% | 0.059% | |
11/13/2024 | FMR LLC | 7,962 | $258K | 0.0% | -6.2% | 0.059% | |
11/12/2024 | Cahill Financial Advisors Inc. | 42,105 | $1.36M | 0.2% | +3.5% | 0.313% | |
11/12/2024 | Certified Advisory Corp | 352,619 | $11.41M | 1.3% | +0.1% | 2.624% | |
11/8/2024 | Stonebridge Financial Planning Group LLC | 17,483 | $566K | 0.3% | -27.0% | 0.130% | |
11/8/2024 | Avior Wealth Management LLC | 4,050 | $131K | 0.0% | -22.3% | 0.030% | |
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11/7/2024 | Planning Directions Inc. | 33,328 | $1.08M | 0.6% | -4.5% | 0.248% | |
11/5/2024 | First Heartland Consultants Inc. | 29,193 | $945K | 0.1% | -10.8% | 0.217% | |
10/30/2024 | Ameritas Advisory Services LLC | 136,976 | $4.43M | 0.2% | -35.1% | 1.019% | |
10/29/2024 | Optas LLC | 15,619 | $506K | 0.1% | -8.1% | 0.116% | |
10/29/2024 | Private Wealth Group LLC | 148,602 | $4.81M | 2.4% | -6.1% | 1.106% | |
10/28/2024 | Focus Financial Network Inc. | 24,278 | $786K | 0.0% | -12.9% | 0.181% | |
10/25/2024 | Strategic Blueprint LLC | 6,943 | $225K | 0.0% | -15.9% | 0.052% | |
10/24/2024 | Fortune Financial Advisors LLC | 8,848 | $286K | 0.3% | -11.3% | 0.066% | |
10/23/2024 | Allworth Financial LP | 2,599 | $84K | 0.0% | -43.4% | 0.019% | |
10/23/2024 | Blackston Financial Advisory Group LLC | 14,981 | $485K | 0.3% | N/A | 0.111% | |
10/23/2024 | Walker Asset Management LLC | 15,916 | $515K | 0.3% | -2.3% | 0.118% | |
10/23/2024 | Yoder Wealth Management Inc. | 27,799 | $900K | 0.5% | +3.2% | 0.207% | |
10/22/2024 | DHJJ Financial Advisors Ltd. | 44,211 | $1.43M | 0.6% | -3.0% | 0.329% | |
10/22/2024 | TFG Advisers LLC | 17,079 | $553K | 0.2% | -8.3% | 0.127% | |
10/22/2024 | Weaver Capital Management LLC | 74,404 | $2.41M | 0.7% | +1.0% | 0.554% | |
10/22/2024 | Private Advisor Group LLC | 41,174 | $1.33M | 0.0% | +10.0% | 0.306% | |
10/18/2024 | Friedenthal Financial | 48,972 | $1.59M | 0.9% | +2.8% | 0.364% | |
10/11/2024 | Creative Planning | 9,618 | $311K | 0.0% | +7.0% | 0.072% | |
10/11/2024 | Affiance Financial LLC | 166,834 | $5.40M | 1.3% | +3.7% | 1.241% | |
10/10/2024 | Koshinski Asset Management Inc. | 15,195 | $492K | 0.0% | -7.9% | 0.113% | |
10/9/2024 | Pacific Sun Financial Corp | 77,595 | $2.51M | 1.4% | -5.4% | 0.577% | |
10/7/2024 | SignalPoint Asset Management LLC | 47,031 | $1.53M | 0.4% | +0.8% | 0.350% | |
10/7/2024 | WealthBridge Capital Management LLC | 67,153 | $2.17M | 0.6% | -1.4% | 0.500% | |
8/22/2024 | Cetera Investment Advisers | 129,350 | $3.96M | 0.0% | -0.7% | 0.962% | |
8/21/2024 | Advisory Alpha LLC | 8,000 | $245K | 0.0% | -6.7% | 0.060% | |
8/21/2024 | Truist Financial Corp | 51,023 | $1.56M | 0.0% | +8.0% | 0.380% | |
8/14/2024 | Certified Advisory Corp | 352,131 | $10.78M | 1.4% | +0.1% | 2.620% | |
8/8/2024 | Envestnet Asset Management Inc. | 167,282 | $5.12M | 0.0% | -7.1% | 1.245% | |
8/8/2024 | Thoroughbred Financial Services LLC | 42,635 | $1.31M | 0.1% | +8.5% | 0.317% | |
8/8/2024 | Stonebridge Financial Planning Group LLC | 23,956 | $733K | 0.4% | -64.1% | 0.178% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 3,009 | $92K | 0.0% | N/A | 0.022% | |
8/5/2024 | Private Advisor Group LLC | 37,444 | $1.15M | 0.0% | -1.5% | 0.279% | |
8/2/2024 | Weaver Capital Management LLC | 73,650 | $2.25M | 0.7% | +3.5% | 0.548% | |
8/1/2024 | Affiance Financial LLC | 160,860 | $4.92M | 1.3% | -2.4% | 1.197% | |
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7/31/2024 | Commonwealth Equity Services LLC | 111,628 | $3.42M | 0.0% | -26.5% | 0.831% | |
7/29/2024 | Ameritas Advisory Services LLC | 211,059 | $6.46M | 0.2% | +3.0% | 1.570% | |
7/27/2024 | Strategic Blueprint LLC | 8,253 | $253K | 0.0% | -6.9% | 0.061% | |
7/26/2024 | Harbour Investments Inc. | 13,054 | $400K | 0.0% | +8.7% | 0.097% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 137,383 | $4.21M | 0.0% | -17.7% | 1.022% | |
7/26/2024 | TFG Advisers LLC | 18,615 | $570K | 0.2% | -2.6% | 0.139% | |
7/25/2024 | First Heartland Consultants Inc. | 32,740 | $1.00M | 0.1% | -1.7% | 0.244% | |
7/25/2024 | Private Wealth Group LLC | 158,234 | $4.84M | 2.5% | -3.9% | 1.177% | |
7/24/2024 | Joseph P. Lucia & Associates LLC | 53,130 | $1.63M | 0.8% | -4.9% | 0.395% | |
7/22/2024 | Focus Financial Network Inc. | 27,879 | $880K | 0.0% | -64.4% | 0.207% | |
7/22/2024 | Carnegie Investment Counsel | 7,770 | $238K | 0.0% | -58.1% | 0.058% | |
7/19/2024 | Pacific Sun Financial Corp | 82,000 | $2.51M | 1.5% | -3.7% | 0.610% | |
7/18/2024 | Royal Fund Management LLC | 109,767 | $3.37M | 0.3% | +3.8% | 0.817% | |
7/16/2024 | Friedenthal Financial | 47,654 | $1.46M | 0.9% | +7.1% | 0.355% | |
7/15/2024 | Fifth Third Securities Inc. | 9,342 | $286K | 0.0% | -15.6% | 0.070% | |
7/13/2024 | Retirement Planning Group LLC | 12,409 | $380K | 0.0% | -11.0% | 0.092% | |
7/12/2024 | DHJJ Financial Advisors Ltd. | 45,562 | $1.40M | 0.6% | -0.8% | 0.339% | |
7/10/2024 | Csenge Advisory Group | 75,000 | $2.30M | 0.1% | +7.7% | 0.558% | |
5/24/2024 | Cetera Advisors LLC | 34,205 | $1.13M | 0.0% | -1.0% | 0.255% | |
5/24/2024 | Cetera Investment Advisers | 130,262 | $4.29M | 0.0% | +1,703.4% | 0.969% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 22,301 | $734K | 0.0% | -31.4% | 0.166% | |
5/9/2024 | Planning Directions Inc. | 42,675 | $1.41M | 1.0% | -24.9% | 0.318% | |
5/9/2024 | Koshinski Asset Management Inc. | 22,642 | $746K | 0.1% | -15.9% | 0.168% | |
5/8/2024 | Avantax Advisory Services Inc. | 10,040 | $331K | 0.0% | -10.6% | 0.075% | |
5/8/2024 | Thoroughbred Financial Services LLC | 39,291 | $1.29M | 0.1% | -7.8% | 0.292% | |
5/6/2024 | TFG Advisers LLC | 19,111 | $629K | 0.2% | -12.2% | 0.142% | |
5/6/2024 | Advisory Alpha LLC | 8,578 | $282K | 0.0% | -6.1% | 0.064% | |
5/4/2024 | Csenge Advisory Group | 69,668 | $2.29M | 0.1% | +12.0% | 0.514% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 55,855 | $1.84M | 1.0% | -3.8% | 0.412% | |
5/1/2024 | Retirement Group LLC | 905 | $30K | 0.0% | -75.2% | 0.007% | |
4/30/2024 | Private Advisor Group LLC | 37,998 | $1.25M | 0.0% | -2.5% | 0.280% | |
4/30/2024 | WealthBridge Capital Management LLC | 69,756 | $2.30M | 0.8% | -1.0% | 0.515% | |
4/29/2024 | Commonwealth Equity Services LLC | 151,847 | $5M | 0.0% | -3.5% | 1.121% | |
4/25/2024 | Private Wealth Group LLC | 164,661 | $5.42M | 2.8% | -5.1% | 1.215% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 166,900 | $5.50M | 0.0% | -4.8% | 1.232% | |
4/23/2024 | Strategic Blueprint LLC | 8,868 | $292K | 0.0% | -15.0% | 0.065% | |
4/19/2024 | Yoder Wealth Management Inc. | 26,826 | $883K | 0.6% | -2.3% | 0.198% | |
4/19/2024 | Monument Capital Management | 21,571 | $710K | 0.2% | -37.8% | 0.100% | |
4/17/2024 | Legend Financial Advisors Inc. | 1,088 | $36K | 0.0% | -50.0% | 0.005% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 30,057 | $990K | 0.0% | -77.6% | 0.139% | |
4/15/2024 | Affiance Financial LLC | 164,763 | $5.43M | 1.5% | -31.7% | 0.763% | |
4/11/2024 | Royal Fund Management LLC | 105,706 | $3.48M | 0.3% | +14.1% | 0.490% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 45,945 | $1.51M | 0.7% | -2.1% | 0.213% | |
3/22/2024 | PNC Financial Services Group Inc. | 8,410 | $264K | 0.0% | N/A | 0.039% | |
2/14/2024 | Vista Investment Management | 9,205 | $289K | 0.1% | N/A | 0.043% | |
2/13/2024 | TFG Advisers LLC | 21,764 | $683K | 0.3% | N/A | 0.101% | |
2/12/2024 | Laidlaw Wealth Management LLC | 16,345 | $513K | 0.2% | N/A | 0.076% | |
2/12/2024 | Focus Financial Network Inc. ADV | 87,266 | $2.74M | 0.1% | N/A | 0.404% | |
2/12/2024 | Stifel Financial Corp | 155,990 | $4.90M | 0.0% | N/A | 0.723% | |
2/9/2024 | Advisory Services Network LLC | 6,290 | $197K | 0.0% | N/A | 0.029% | |
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2/9/2024 | Cambridge Investment Research Advisors Inc. | 175,389 | $5.51M | 0.0% | N/A | 0.812% | |
2/9/2024 | Certified Advisory Corp | 351,959 | $11.05M | 1.7% | N/A | 1.630% | |
2/9/2024 | Thoroughbred Financial Services LLC | 42,601 | $1.34M | 0.1% | N/A | 0.197% | |
2/9/2024 | PNC Financial Services Group Inc. | 8,410 | $264K | 0.0% | N/A | 0.039% | |
2/8/2024 | Stelac Advisory Services LLC | 53,538 | $1.68M | 0.9% | N/A | 0.248% | |
2/8/2024 | First Heartland Consultants Inc. | 33,834 | $1.06M | 0.1% | N/A | 0.157% | |
2/8/2024 | Pacific Sun Financial Corp | 87,240 | $2.74M | 1.7% | -3.2% | 0.404% | |
2/7/2024 | Avantax Advisory Services Inc. | 11,229 | $353K | 0.0% | N/A | 0.052% | |
2/7/2024 | Northwest Financial Advisors | 5,190 | $163K | 0.1% | N/A | 0.024% | |
2/7/2024 | Principal Securities Inc. | 1,400 | $44K | 0.0% | N/A | 0.006% | |