4/25/2024 | Cambridge Investment Research Advisors Inc. | 61,986 | $2.41M | 0.0% | -34.9% | 1.465% | |
4/24/2024 | Pinnacle Wealth Management Group Inc. | 11,450 | $445K | 0.3% | -10.9% | 0.271% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 35,814 | $1.39M | 0.3% | -2.2% | 0.847% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 5,520 | $215K | 0.0% | N/A | 0.130% | |
4/23/2024 | Gradient Investments LLC | 1,793 | $70K | 0.0% | -99.7% | 0.042% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 47,898 | $1.86M | 0.0% | -49.4% | 1.132% | |
|
4/17/2024 | CRA Financial Services LLC | 18,704 | $727K | 0.2% | -7.4% | 0.442% | |
4/15/2024 | Brookstone Capital Management | 254,549 | $9.89M | 0.2% | +6.2% | 6.494% | |
4/15/2024 | Sunbelt Securities Inc. | 22,876 | $889K | 0.1% | -12.3% | 0.584% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 24,039 | $934K | 0.4% | -2.1% | 0.613% | |
4/11/2024 | RFG Advisory LLC | 32,627 | $1.27M | 0.0% | +43.6% | 0.832% | |
4/10/2024 | Fragasso Group Inc. | 34,670 | $1.35M | 0.1% | -2.2% | 0.884% | |
4/10/2024 | BCS Wealth Management | 26,453 | $1.03M | 0.3% | -15.1% | 0.675% | |
4/10/2024 | Lantz Financial LLC | 13,921 | $541K | 0.2% | -10.0% | 0.355% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 6,554 | $236K | 0.0% | -51.5% | 0.167% | |
2/23/2024 | Chicago Partners Investment Group LLC | 12,642 | $462K | 0.0% | +20.8% | 0.323% | |
2/16/2024 | PCA Investment Advisory Services Inc. | 10,375 | $373K | 0.2% | +50.0% | 0.265% | |
2/14/2024 | Vista Investment Management | 7,258 | $261K | 0.1% | N/A | 0.185% | |
2/14/2024 | Personal CFO Solutions LLC | 272,248 | $9.79M | 1.7% | -0.6% | 6.945% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 17,749 | $639K | 0.0% | -1.9% | 0.453% | |
2/9/2024 | SageView Advisory Group LLC | 455,667 | $16.39M | 0.5% | +3,595.0% | 11.624% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 95,227 | $3.43M | 0.0% | +1.4% | 2.429% | |
2/9/2024 | Central Valley Advisors LLC | 8,574 | $308K | 0.2% | N/A | 0.219% | |
2/9/2024 | CreativeOne Wealth LLC | 10,569 | $380K | 0.0% | N/A | 0.270% | |
2/8/2024 | Beacon Pointe Advisors LLC | 46,463 | $1.67M | 0.0% | -34.0% | 1.185% | |
2/8/2024 | Janney Montgomery Scott LLC | 52,903 | $1.90M | 0.0% | N/A | 1.350% | |
2/7/2024 | Principal Securities Inc. | 11,378 | $409K | 0.0% | N/A | 0.290% | |
2/6/2024 | Valtinson Bruner Financial Planning LLC | 25,154 | $905K | 0.5% | +3.0% | 0.642% | |
2/6/2024 | Lincoln National Corp | 59,567 | $2.14M | 0.0% | +13.4% | 1.520% | |
2/6/2024 | Axxcess Wealth Management LLC | 29,277 | $1.05M | 0.0% | -1.8% | 0.747% | |
2/6/2024 | SRS Capital Advisors Inc. | 13,468 | $485K | 0.1% | -3.3% | 0.344% | |
2/5/2024 | Vantage Financial Partners LLC | 13,215 | $475K | 0.1% | -11.8% | 0.337% | |
2/2/2024 | Truist Financial Corp | 175,831 | $6.33M | 0.0% | +4.2% | 4.485% | |
2/2/2024 | Acas LLC | 5,640 | $203K | 0.2% | -16.6% | 0.144% | |
2/1/2024 | Sigma Planning Corp | 14,350 | $516K | 0.0% | -13.8% | 0.366% | |
2/1/2024 | CRA Financial Services LLC | 20,204 | $727K | 0.2% | -2.9% | 0.515% | |
1/31/2024 | J.W. Cole Advisors Inc. | 9,216 | $332K | 0.0% | N/A | 0.235% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 24,549 | $883K | 0.4% | -3.9% | 0.626% | |
1/26/2024 | Cerity Partners LLC | 12,421 | $447K | 0.0% | +60.3% | 0.317% | |
1/25/2024 | Strategic Blueprint LLC | 10,448 | $376K | 0.0% | +25.3% | 0.267% | |
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1/25/2024 | Blue Bell Private Wealth Management LLC | 36,634 | $1.32M | 0.3% | -1.5% | 0.935% | |
1/24/2024 | Stratos Wealth Advisors LLC | 6,055 | $218K | 0.0% | N/A | 0.154% | |
1/23/2024 | Beacon Financial Advisory LLC | 29,893 | $1.08M | 0.5% | +4.0% | 0.763% | |
1/18/2024 | Gradient Investments LLC | 675,668 | $24.31M | 0.6% | N/A | 17.236% | |
1/18/2024 | Parker Financial LLC | 27,761 | $999K | 0.6% | N/A | 0.708% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 94,650 | $3.41M | 0.0% | +8.7% | 2.415% | |
1/16/2024 | Raymond James & Associates | 14,680 | $528K | 0.0% | -87.8% | 0.374% | |
1/16/2024 | CoreCap Advisors LLC | 35,880 | $1.29M | 0.1% | -2.1% | 0.915% | |
1/11/2024 | Brookstone Capital Management | 239,727 | $8.62M | 0.2% | +24.6% | 6.115% | |
1/11/2024 | BCS Wealth Management | 31,157 | $1.12M | 0.4% | -6.8% | 0.795% | |
1/11/2024 | Diligent Investors LLC | 66,879 | $2.41M | 0.7% | +3.9% | 1.706% | |
1/8/2024 | Fragasso Group Inc. | 35,461 | $1.28M | 0.1% | -3.9% | 0.905% | |
12/11/2023 | Sunbelt Securities Inc. | 26,076 | $861K | 0.1% | +282.7% | 0.665% | |
12/6/2023 | Fragasso Group Inc. | 36,918 | $1.22M | 0.1% | -5.4% | 0.942% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 13,519 | $446K | 0.0% | +79.4% | 0.345% | |
11/20/2023 | Silver Oak Securities Incorporated | 5,790 | $191K | 0.0% | -5.1% | 0.148% | |
11/16/2023 | Penserra Capital Management LLC | 143,665 | $4.74M | 0.1% | +43.5% | 3.665% | |
11/15/2023 | Axxcess Wealth Management LLC | 29,827 | $985K | 0.0% | N/A | 0.761% | |
11/15/2023 | SRS Capital Advisors Inc. | 13,927 | $460K | 0.1% | +2.3% | 0.355% | |
11/14/2023 | Share Andrew L. | 7,776 | $257K | 0.1% | N/A | 0.198% | |
11/14/2023 | Milestone Asset Management LLC | 21,863 | $722K | 0.3% | N/A | 0.558% | |
11/13/2023 | Personal CFO Solutions LLC | 273,895 | $9.04M | 1.8% | N/A | 6.987% | |
11/13/2023 | Kestra Advisory Services LLC | 42,841 | $1.41M | 0.0% | +148.4% | 1.093% | |
11/8/2023 | HighTower Advisors LLC | 75,111 | $2.48M | 0.0% | +137.3% | 1.916% | |
11/6/2023 | Lincoln National Corp | 52,520 | $1.73M | 0.0% | +21.2% | 1.340% | |
11/6/2023 | Diligent Investors LLC | 64,349 | $2.12M | 0.6% | +28.3% | 1.642% | |
11/4/2023 | EverSource Wealth Advisors LLC | 12,706 | $419K | 0.0% | +2.4% | 0.324% | |
11/2/2023 | Vantage Financial Partners LLC | 14,988 | $495K | 0.2% | N/A | 0.382% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 37,174 | $1.23M | 0.3% | +97.4% | 0.948% | |
10/25/2023 | Beacon Financial Advisory LLC | 28,738 | $949K | 0.5% | +63.8% | 0.733% | |
10/24/2023 | Acas LLC | 6,759 | $223K | 0.3% | N/A | 0.172% | |
10/24/2023 | Valtinson Bruner Financial Planning LLC | 24,422 | $806K | 0.4% | +3.2% | 0.623% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 87,050 | $2.87M | 0.0% | +180.5% | 2.221% | |
10/24/2023 | Raymond James & Associates | 120,186 | $3.97M | 0.0% | +1,101.9% | 3.066% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 93,926 | $3.10M | 0.0% | +281.6% | 2.396% | |
10/23/2023 | Commonwealth Equity Services LLC | 212,375 | $7.01M | 0.0% | +44.1% | 5.418% | |
10/23/2023 | Steward Financial Group LLC | 30,450 | $1.01M | 0.3% | +20.2% | 0.777% | |
10/20/2023 | Brookstone Capital Management | 192,427 | $6.34M | 0.1% | +26.0% | 4.909% | |
10/20/2023 | Lantz Financial LLC | 15,472 | $511K | 0.2% | +66.5% | 0.395% | |
10/18/2023 | Strategic Blueprint LLC | 8,341 | $275K | 0.0% | N/A | 0.213% | |
10/17/2023 | Berkshire Money Management Inc. | 24,379 | $805K | 0.1% | -97.5% | 0.622% | |
10/16/2023 | RFG Advisory LLC | 22,722 | $750K | 0.0% | N/A | 0.580% | |
10/13/2023 | PFG Advisors | 7,471 | $247K | 0.0% | N/A | 0.191% | |
10/13/2023 | CRA Financial Services LLC | 20,804 | $687K | 0.2% | N/A | 0.531% | |
10/12/2023 | IFP Advisors Inc | 7,446 | $246K | 0.0% | +122.9% | 0.190% | |
10/12/2023 | BCS Wealth Management | 33,442 | $1.10M | 0.5% | +65.2% | 0.853% | |
10/11/2023 | Pinnacle Wealth Management Group Inc. | 12,850 | $424K | 0.4% | +68.0% | 0.328% | |
10/11/2023 | AE Wealth Management LLC | 479,781 | $15.84M | 0.1% | +18.0% | 12.239% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 25,554 | $844K | 0.4% | +14.5% | 0.652% | |
10/10/2023 | Outlook Wealth Advisors LLC | 12,364 | $408K | 0.2% | -5.4% | 0.315% | |
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10/5/2023 | Foundations Investment Advisors LLC | 22,978 | $759K | 0.0% | N/A | 0.586% | |
8/11/2023 | SageView Advisory Group LLC | 12,332 | $414K | 0.0% | N/A | 0.315% | |
8/11/2023 | Visionary Wealth Advisors | 13,594 | $456K | 0.0% | -14.8% | 0.347% | |
8/11/2023 | Kestra Advisory Services LLC | 17,245 | $579K | 0.0% | -15.1% | 0.440% | |
8/11/2023 | Penserra Capital Management LLC | 100,087 | $3.36M | 0.1% | +8.4% | 2.553% | |
8/10/2023 | Integral Investment Advisors Inc. | 24,342 | $817K | 0.5% | -4.1% | 0.621% | |
8/10/2023 | First Commonwealth Financial Corp PA | 6,281 | $211K | 0.1% | -62.0% | 0.160% | |
8/10/2023 | Commonwealth Equity Services LLC | 147,401 | $4.95M | 0.0% | -56.3% | 3.760% | |
8/10/2023 | Cetera Advisors LLC | 10,270 | $345K | 0.0% | -9.6% | 0.262% | |
8/10/2023 | Cetera Advisor Networks LLC | 16,154 | $542K | 0.0% | -3.8% | 0.412% | |