11/15/2024 | Glen Eagle Advisors LLC | 26,780 | $852K | 0.1% | N/A | 0.303% | |
11/15/2024 | Jane Street Group LLC | 19,363 | $616K | 0.0% | -45.5% | 0.219% | |
11/15/2024 | IHT Wealth Management LLC | 58,493 | $1.91M | 0.1% | +39.2% | 0.661% | |
11/14/2024 | First Commonwealth Financial Corp PA | 85,149 | $2.71M | 0.6% | +55.9% | 0.962% | |
11/13/2024 | Private Trust Co. NA | 2,421 | $77K | 0.0% | +246.8% | 0.027% | |
11/12/2024 | Centaurus Financial Inc. | 5,186 | $165K | 0.0% | +27.2% | 0.059% | |
|
11/12/2024 | Kingsview Wealth Management LLC | 171,922 | $5.47M | 0.1% | +32.8% | 1.943% | |
11/12/2024 | Leelyn Smith LLC | 10,176 | $324K | 0.1% | N/A | 0.115% | |
11/12/2024 | Meridian Wealth Management LLC | 24,845 | $790K | 0.0% | +20.7% | 0.281% | |
11/7/2024 | Claro Advisors LLC | 29,067 | $925K | 0.1% | +10.3% | 0.328% | |
11/5/2024 | WealthPlan Investment Management LLC | 18,739 | $596K | 0.1% | N/A | 0.212% | |
11/5/2024 | Harbour Investments Inc. | 13,057 | $415K | 0.0% | +20.2% | 0.148% | |
10/30/2024 | Beacon Financial Advisory LLC | 32,042 | $1.02M | 0.3% | +46.7% | 0.362% | |
10/30/2024 | Hazlett Burt & Watson Inc. | 14,769 | $469K | 0.2% | +126.8% | 0.167% | |
10/30/2024 | Wetzel Investment Advisors Inc. | 104,375 | $3.32M | 1.7% | N/A | 1.179% | |
10/29/2024 | Chicago Partners Investment Group LLC | 1,253,676 | $40.23M | 1.4% | +36.1% | 14.166% | |
10/28/2024 | Stephens Inc. AR | 17,650 | $561K | 0.0% | +126.7% | 0.199% | |
10/25/2024 | Gateway Wealth Partners LLC | 11,832 | $376K | 0.1% | N/A | 0.134% | |
10/25/2024 | Worth Financial Advisory Group LLC | 34,175 | $1.09M | 0.6% | N/A | 0.386% | |
10/24/2024 | Old Port Advisors | 11,120 | $354K | 0.1% | +11.5% | 0.126% | |
10/24/2024 | Vima LLC | 29,339 | $933K | 1.9% | +181.4% | 0.332% | |
10/24/2024 | Southern Capital Advisors LLC | 19,093 | $607K | 0.3% | -1.7% | 0.216% | |
10/22/2024 | Private Advisor Group LLC | 6,390 | $203K | 0.0% | N/A | 0.072% | |
10/22/2024 | Sequoia Financial Advisors LLC | 31,602 | $1.01M | 0.0% | +136.1% | 0.357% | |
10/21/2024 | Foundations Investment Advisors LLC | 8,418 | $268K | 0.0% | N/A | 0.095% | |
10/21/2024 | Castleview Partners LLC | 10,867 | $346K | 0.2% | +125.4% | 0.123% | |
10/19/2024 | Financial Designs Corp | 78,665 | $2.50M | 1.6% | -3.7% | 0.889% | |
10/18/2024 | Commonwealth Equity Services LLC | 968,734 | $30.82M | 0.0% | +70.1% | 10.946% | |
10/17/2024 | Sard Wealth Management Group LLC | 15,329 | $488K | 0.3% | +15.7% | 0.173% | |
10/17/2024 | Claro Advisors LLC | 7,676 | $244K | 0.0% | -70.9% | 0.087% | |
10/17/2024 | RFG Advisory LLC | 105,516 | $3.36M | 0.1% | +11.1% | 1.192% | |
10/17/2024 | LexAurum Advisors LLC | 7,815 | $249K | 0.1% | N/A | 0.088% | |
10/16/2024 | Global Retirement Partners LLC | 18,657 | $593K | 0.0% | +47.6% | 0.211% | |
10/16/2024 | Good Life Advisors LLC | 410,486 | $13.06M | 0.8% | N/A | 4.638% | |
10/10/2024 | Pinnacle Wealth Management Group Inc. | 168,311 | $5.35M | 3.4% | +2.8% | 1.902% | |
10/9/2024 | Davies Financial Advisors Inc. | 181,953 | $5.79M | 5.1% | +33.0% | 2.056% | |
10/9/2024 | Worth Asset Management LLC | 31,602 | $1.01M | 0.5% | +7.8% | 0.357% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 25,075 | $798K | 0.1% | N/A | 0.283% | |
10/8/2024 | Brookstone Capital Management | 15,269 | $486K | 0.0% | -92.6% | 0.173% | |
10/8/2024 | Sugarloaf Wealth Management LLC | 7,789 | $248K | 0.0% | +445.1% | 0.088% | |
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9/23/2024 | Centaurus Financial Inc. | 4,076 | $126K | 0.0% | N/A | 0.046% | |
8/21/2024 | Truist Financial Corp | 111,282 | $3.44M | 0.0% | +27.5% | 1.257% | |
8/16/2024 | Sunbelt Securities Inc. | 10,775 | $333K | 0.0% | +6.4% | 0.122% | |
8/16/2024 | NewEdge Advisors LLC | 160,572 | $4.96M | 0.0% | +23.9% | 1.814% | |
8/15/2024 | Delta Investment Management LLC | 905,553 | $27.97M | 6.2% | +35.4% | 10.232% | |
8/13/2024 | AE Wealth Management LLC | 132,333 | $4.09M | 0.0% | +79.0% | 1.495% | |
8/10/2024 | Yarger Wealth Strategies LLC | 13,762 | $425K | 0.3% | +67.8% | 0.156% | |
8/8/2024 | Envestnet Asset Management Inc. | 182,420 | $5.64M | 0.0% | +35.5% | 2.061% | |
8/8/2024 | Vima LLC | 10,425 | $322K | 0.7% | N/A | 0.118% | |
8/8/2024 | CoreCap Advisors LLC | 271,371 | $8.38M | 0.9% | N/A | 3.066% | |
8/8/2024 | Johnson Investment Counsel Inc. | 6,630 | $205K | 0.0% | N/A | 0.075% | |
8/8/2024 | Hazlett Burt & Watson Inc. | 6,511 | $204K | 0.1% | N/A | 0.074% | |
8/8/2024 | LPL Financial LLC | 1,145,023 | $35.37M | 0.0% | +495.7% | 12.938% | |
8/1/2024 | Claro Advisors LLC | 26,364 | $814K | 0.1% | +149.8% | 0.298% | |
7/31/2024 | Commonwealth Equity Services LLC | 569,654 | $17.60M | 0.0% | +2,669.9% | 6.437% | |
7/30/2024 | Davies Financial Advisors Inc. | 136,788 | $4.23M | 3.9% | N/A | 1.546% | |
7/29/2024 | Ameritas Advisory Services LLC | 58,599 | $1.81M | 0.1% | +15.9% | 0.662% | |
7/26/2024 | Beacon Financial Advisory LLC | 21,836 | $675K | 0.3% | +60.4% | 0.247% | |
7/26/2024 | Harbour Investments Inc. | 10,862 | $336K | 0.0% | +65.2% | 0.123% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 664,199 | $20.52M | 0.1% | +79.2% | 7.505% | |
7/20/2024 | Milestone Asset Management LLC | 63,500 | $1.96M | 0.5% | -41.8% | 0.718% | |
7/18/2024 | Brookstone Capital Management | 205,375 | $6.49M | 0.1% | +7.1% | 2.321% | |
7/18/2024 | Old Port Advisors | 9,970 | $308K | 0.1% | N/A | 0.113% | |
7/17/2024 | Archford Capital Strategies LLC | 6,520 | $201K | 0.0% | N/A | 0.074% | |
7/16/2024 | GPS Wealth Strategies Group LLC | 1,002 | $31K | 0.0% | N/A | 0.011% | |
7/16/2024 | Sequoia Financial Advisors LLC | 13,387 | $414K | 0.0% | N/A | 0.151% | |
7/16/2024 | Advisor Resource Council | 13,670 | $422.27M | 1.5% | N/A | 0.154% | |
7/16/2024 | Financial Designs Corp | 81,699 | $2.52M | 1.7% | -1.0% | 0.923% | |
7/15/2024 | RFG Advisory LLC | 94,996 | $2.93M | 0.1% | -1.5% | 1.073% | |
7/11/2024 | John W. Brooker & Co. CPAs | 39,536 | $1.22M | 0.6% | +42.3% | 0.447% | |
7/11/2024 | Worth Asset Management LLC | 29,314 | $906K | 0.5% | +60.8% | 0.331% | |
7/8/2024 | Sugarloaf Wealth Management LLC | 1,429 | $44K | 0.0% | N/A | 0.016% | |
5/14/2024 | First Commonwealth Financial Corp PA | 45,324 | $1.36M | 0.4% | +51.7% | 0.553% | |
5/9/2024 | Kingsview Wealth Management LLC | 98,886 | $2.97M | 0.1% | +876.7% | 1.206% | |
5/9/2024 | Delta Investment Management LLC | 668,809 | $20.07M | 4.6% | +207.0% | 8.156% | |
5/3/2024 | Southern Capital Advisors LLC | 19,410 | $582K | 0.4% | +29.5% | 0.237% | |
4/30/2024 | Commonwealth Equity Services LLC | 20,566 | $617K | 0.0% | N/A | 0.251% | |
4/29/2024 | Yarger Wealth Strategies LLC | 8,201 | $246K | 0.2% | N/A | 0.100% | |
4/26/2024 | Chicago Partners Investment Group LLC | 445,913 | $12.97M | 0.5% | +105.6% | 6.463% | |
4/25/2024 | Triumph Capital Management | 57,326 | $1.71M | 0.7% | +26.1% | 0.831% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 370,658 | $11.12M | 0.0% | +45.5% | 5.372% | |
4/24/2024 | Pinnacle Wealth Management Group Inc. | 134,797 | $4.05M | 3.0% | N/A | 1.954% | |
4/23/2024 | Milestone Asset Management LLC | 109,133 | $3.28M | 0.9% | -86.5% | 1.582% | |
4/23/2024 | Global Retirement Partners LLC | 1,500 | $45K | 0.0% | N/A | 0.022% | |
4/18/2024 | Claro Advisors LLC | 10,555 | $317K | 0.1% | N/A | 0.153% | |
4/15/2024 | Brookstone Capital Management | 191,784 | $5.76M | 0.1% | +396.6% | 2.779% | |
4/12/2024 | Financial Designs Corp | 82,554 | $2.48M | 1.6% | N/A | 1.196% | |
4/12/2024 | Worth Asset Management LLC | 18,230 | $547K | 0.3% | +108.4% | 0.868% | |
4/11/2024 | RFG Advisory LLC | 96,424 | $2.89M | 0.1% | -3.8% | 4.592% | |
2/26/2024 | Centaurus Financial Inc. | 4,076 | $111K | 0.0% | N/A | 0.194% | |
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2/23/2024 | Chicago Partners Investment Group LLC | 216,876 | $6.03M | 0.3% | +123.1% | 10.327% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 21,662 | $592K | 0.0% | N/A | 1.032% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 254,744 | $6.96M | 0.0% | N/A | 12.131% | |
2/8/2024 | Kingsview Wealth Management LLC | 10,124 | $277K | 0.0% | N/A | 0.482% | |
2/8/2024 | Foundations Investment Advisors LLC | 802,878 | $22.48M | 0.6% | -42.8% | 38.232% | |
2/6/2024 | Lincoln National Corp | 11,401 | $312K | 0.0% | N/A | 0.543% | |
2/5/2024 | Triumph Capital Management | 45,463 | $1.25M | 0.5% | +87.2% | 2.165% | |
2/5/2024 | Silver Oak Securities Incorporated | 18,820 | $514K | 0.1% | N/A | 0.896% | |
2/2/2024 | Delta Investment Management LLC | 217,828 | $5.95M | 1.5% | N/A | 10.373% | |
1/25/2024 | RFG Advisory LLC | 100,199 | $2.74M | 0.1% | N/A | 4.771% | |