3/21/2025 | Prostatis Group LLC | 29,398 | $960K | 0.3% | +42.6% | 0.129% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 53,501 | $1.75M | 0.0% | N/A | 0.234% | |
3/12/2025 | Centaurus Financial Inc. | 14,099 | $460K | 0.0% | +171.9% | 0.062% | |
2/26/2025 | Advisor Resource Council | 51,492 | $1.68M | 1.2% | N/A | 0.228% | |
2/25/2025 | Armis Advisers LLC | 161,232 | $5.26M | 0.6% | N/A | 0.715% | |
2/19/2025 | WCG Wealth Advisors LLC | 147,089 | $4.80M | 0.3% | N/A | 1.662% | |
2/18/2025 | Sunbelt Securities Inc. | 8,745 | $287K | 0.0% | -16.9% | 0.099% | |
2/18/2025 | Mpwm Advisory Solutions LLC | 86,274 | $2.82M | 2.1% | N/A | 0.975% | |
2/18/2025 | Delta Investment Management LLC | 904,265 | $29.52M | 5.7% | -26.6% | 10.218% | |
2/17/2025 | Sentinus LLC | 149,673 | $4.89M | 1.4% | +1,106.7% | 1.691% | |
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2/17/2025 | CoreCap Advisors LLC | 289,214 | $9.44M | 0.4% | +6.8% | 3.268% | |
2/17/2025 | Cetera Investment Advisers | 103,459 | $3.38M | 0.0% | +47.7% | 1.169% | |
2/14/2025 | Jane Street Group LLC | 7,196 | $235K | 0.0% | -62.8% | 0.081% | |
2/14/2025 | Triumph Capital Management | 95,400 | $3.12M | 1.1% | +13.2% | 1.078% | |
2/14/2025 | IHT Wealth Management LLC | 65,864 | $2.15M | 0.1% | +12.6% | 0.744% | |
2/14/2025 | MML Investors Services LLC | 171,379 | $5.60M | 0.0% | N/A | 1.936% | |
2/13/2025 | First Commonwealth Financial Corp PA | 99,657 | $3.25M | 0.8% | +17.0% | 1.126% | |
2/13/2025 | NewEdge Advisors LLC | 108,207 | $3.53M | 0.0% | +13.9% | 1.223% | |
2/13/2025 | Mariner LLC | 49,024 | $1.60M | 0.0% | +83.7% | 0.554% | |
2/13/2025 | Concorde Asset Management LLC | 87,330 | $2.85M | 1.5% | N/A | 0.987% | |
2/13/2025 | Trek Financial LLC | 134,791 | $4.40M | 0.3% | -0.5% | 1.523% | |
2/13/2025 | Envestnet Asset Management Inc. | 224,485 | $7.33M | 0.0% | +16.6% | 2.537% | |
2/13/2025 | Wedbush Securities Inc. | 13,135 | $429K | 0.0% | N/A | 0.148% | |
2/13/2025 | Perennial Investment Advisors LLC | 83,270 | $2.72M | 0.3% | +173.6% | 0.941% | |
2/13/2025 | Smith Moore & CO. | 8,350 | $273K | 0.0% | +10.9% | 0.094% | |
2/12/2025 | Worth Financial Advisory Group LLC | 108,254 | $3.53M | 2.2% | +216.8% | 1.223% | |
2/12/2025 | Ausdal Financial Partners Inc. | 41,313 | $1.35M | 0.1% | N/A | 0.467% | |
2/11/2025 | LPL Financial LLC | 3,476,276 | $113.50M | 0.0% | +60.6% | 39.280% | |
2/10/2025 | Thrivent Financial for Lutherans | 23,180 | $757K | 0.0% | N/A | 0.262% | |
2/10/2025 | Leelyn Smith LLC | 16,181 | $528K | 0.1% | +59.0% | 0.183% | |
2/10/2025 | Harbour Investments Inc. | 29,307 | $957K | 0.0% | +124.5% | 0.331% | |
2/10/2025 | Commonwealth Equity Services LLC | 1,196,061 | $39.05M | 0.1% | +23.5% | 13.515% | |
2/10/2025 | Avantax Advisory Services Inc. | 12,624 | $412K | 0.0% | +94.4% | 0.143% | |
2/7/2025 | Sequoia Financial Advisors LLC | 33,969 | $1.11M | 0.0% | +7.5% | 0.384% | |
2/7/2025 | Sound View Wealth Advisors Group LLC | 8,597 | $281K | 0.0% | N/A | 0.097% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 247,973 | $8.10M | 0.1% | +11.8% | 2.802% | |
2/5/2025 | SRS Capital Advisors Inc. | 2,134 | $70K | 0.0% | N/A | 0.024% | |
2/5/2025 | Private Trust Co. NA | 2,743 | $90K | 0.0% | +13.3% | 0.031% | |
2/5/2025 | Whipplewood Advisors LLC | 33,639 | $1.10M | 0.6% | N/A | 0.380% | |
2/5/2025 | Kellett Wealth Advisors LLC | 57,770 | $1.89M | 1.3% | +5.4% | 0.653% | |
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2/3/2025 | RPS Advisory Solutions LLC | 39,014 | $1.27M | 0.8% | +172.3% | 0.441% | |
2/3/2025 | Good Life Advisors LLC | 252,041 | $8.23M | 0.6% | -38.6% | 2.848% | |
1/31/2025 | Global Retirement Partners LLC | 66,119 | $2.16M | 0.1% | +254.4% | 0.747% | |
1/31/2025 | Truist Financial Corp | 120,326 | $3.93M | 0.0% | +1.1% | 1.360% | |
1/30/2025 | Secured Retirement Advisors LLC | 27,545 | $899K | 0.5% | +80.5% | 0.311% | |
1/30/2025 | WealthPlan Investment Management LLC | 19,956 | $652K | 0.1% | +6.5% | 0.225% | |
1/29/2025 | Authentikos Wealth Advisory LLC | 36,777 | $1.20M | 1.2% | -2.0% | 0.416% | |
1/29/2025 | Sovran Advisors LLC | 82,923 | $2.70M | 0.4% | N/A | 0.937% | |
1/28/2025 | Kestra Private Wealth Services LLC | 50,552 | $1.65M | 0.0% | -0.9% | 0.571% | |
1/28/2025 | Stephens Inc. AR | 47,508 | $1.55M | 0.0% | +169.2% | 0.537% | |
1/28/2025 | Kingsview Wealth Management LLC | 351,521 | $11.48M | 0.2% | +104.5% | 3.972% | |
1/28/2025 | Golden State Wealth Management LLC | 5,359 | $175K | 0.0% | N/A | 0.061% | |
1/27/2025 | Silver Oak Securities Incorporated | 16,918 | $555K | 0.1% | N/A | 0.191% | |
1/27/2025 | Beacon Financial Advisory LLC | 39,492 | $1.29M | 0.4% | +23.3% | 0.446% | |
1/27/2025 | John W. Brooker & Co. CPAs | 65,362 | $2.13M | 0.9% | +0.5% | 0.739% | |
1/27/2025 | Stratos Wealth Partners LTD. | 61,423 | $2.01M | 0.0% | +31.6% | 0.694% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 12,375 | $404K | 0.0% | N/A | 0.140% | |
1/24/2025 | Financial Futures Ltd Liability Co. | 139,067 | $4.54M | 2.6% | N/A | 1.571% | |
1/24/2025 | Chicago Partners Investment Group LLC | 1,500,148 | $49.30M | 1.6% | +19.7% | 16.951% | |
1/23/2025 | Milestone Asset Management LLC | 68,045 | $2.22M | 0.5% | +2.2% | 0.769% | |
1/23/2025 | Gateway Wealth Partners LLC | 14,002 | $457K | 0.1% | +18.3% | 0.158% | |
1/22/2025 | Wetzel Investment Advisors Inc. | 131,052 | $4.28M | 2.1% | +25.6% | 1.481% | |
1/22/2025 | Foundations Investment Advisors LLC | 13,381 | $437K | 0.0% | +59.0% | 0.151% | |
1/21/2025 | Atlas Private Wealth Advisors | 6,860 | $224K | 0.0% | N/A | 0.078% | |
1/21/2025 | Southland Equity Partners LLC | 317,230 | $10.36M | 2.4% | +132.6% | 3.585% | |
1/21/2025 | RFG Advisory LLC | 100,691 | $3.29M | 0.1% | -4.6% | 1.138% | |
1/21/2025 | Financial Designs Corp | 72,563 | $2.37M | 1.6% | -7.8% | 0.820% | |
1/17/2025 | Mutual Advisors LLC | 46,546 | $1.54M | 0.0% | +123.1% | 0.526% | |
1/16/2025 | Davies Financial Advisors Inc. | 226,440 | $7.39M | 6.3% | +24.4% | 2.559% | |
1/15/2025 | Ameritas Advisory Services LLC | 87,276 | $2.85M | 0.1% | +76.6% | 0.986% | |
1/15/2025 | Merit Financial Group LLC | 9,258 | $302K | 0.0% | +18.1% | 0.105% | |
1/15/2025 | Yarger Wealth Strategies LLC | 14,805 | $483K | 0.3% | -8.8% | 0.167% | |
1/15/2025 | Sard Wealth Management Group LLC | 19,668 | $642K | 0.4% | +28.3% | 0.222% | |
1/15/2025 | Occidental Asset Management LLC | 7,725 | $252K | 0.0% | N/A | 0.087% | |
1/14/2025 | Signal Advisors Wealth LLC | 42,360 | $1.38M | 0.2% | +9.5% | 0.479% | |
1/13/2025 | Pinnacle Wealth Management Group Inc. | 173,198 | $5.66M | 3.5% | +2.9% | 1.957% | |
1/13/2025 | Claro Advisors LLC | 31,561 | $1.03M | 0.1% | +8.6% | 0.357% | |
1/13/2025 | Brookstone Capital Management | 63,551 | $2.08M | 0.0% | +316.2% | 0.718% | |
1/10/2025 | Sugarloaf Wealth Management LLC | 13,390 | $437K | 0.1% | +71.9% | 0.151% | |
1/8/2025 | Worth Asset Management LLC | 30,982 | $1.01M | 0.5% | -2.0% | 0.350% | |
1/2/2025 | Old Port Advisors | 13,970 | $456K | 0.1% | +25.6% | 0.158% | |
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% | |
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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% | |