5/2/2025 | Sigma Planning Corp | 14,783 | $599K | 0.0% | -3.2% | 0.444% | |
4/30/2025 | Cerity Partners LLC | 152,125 | $6.16M | 0.0% | -5.7% | 4.568% | |
4/30/2025 | Stratos Wealth Advisors LLC | 15,630 | $633K | 0.0% | -9.3% | 0.469% | |
4/29/2025 | Envestnet Asset Management Inc. | 42,244 | $1.71M | 0.0% | -45.3% | 1.269% | |
4/29/2025 | Penserra Capital Management LLC | 429,979 | $17.42M | 0.3% | +17.2% | 12.912% | |
4/29/2025 | Capital Investment Advisory Services LLC | 1,225 | $50K | 0.0% | -25.3% | 0.037% | |
4/29/2025 | Strategic Blueprint LLC | 102,732 | $4.16M | 0.2% | +1.9% | 3.085% | |
4/23/2025 | Spire Wealth Management | 15,053 | $610K | 0.0% | +61.0% | 0.452% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 6,866 | $278K | 0.0% | -14.7% | 0.206% | |
4/21/2025 | Siligmueller & Norvid Wealth Advisors LLC | 16,177 | $655K | 0.3% | -20.6% | 0.534% | |
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4/18/2025 | DHJJ Financial Advisors Ltd. | 20,436 | $828K | 0.3% | -3.8% | 0.674% | |
4/17/2025 | Janney Montgomery Scott LLC | 14,988 | $607K | 0.0% | -6.1% | 0.495% | |
4/14/2025 | Outlook Wealth Advisors LLC | 26,156 | $1.06M | 0.3% | +8.3% | 0.863% | |
4/10/2025 | Whipplewood Advisors LLC | 935 | $38K | 0.0% | -96.6% | 0.031% | |
4/9/2025 | RFG Advisory LLC | 10,205 | $413K | 0.0% | -23.1% | 0.337% | |
4/8/2025 | Lantz Financial LLC | 253,585 | $10.27M | 2.8% | -0.6% | 8.369% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 6,039 | $251K | 0.0% | N/A | 0.196% | |
2/18/2025 | Orion Capital Management LLC | 3,000 | $125K | 0.1% | N/A | 0.126% | |
2/17/2025 | CoreCap Advisors LLC | 13,236 | $550K | 0.0% | -46.8% | 0.556% | |
2/17/2025 | Cetera Investment Advisers | 24,976 | $1.04M | 0.0% | -11.1% | 1.049% | |
2/17/2025 | Chapman Financial Group LLC | 850 | $35K | 0.0% | N/A | 0.036% | |
2/14/2025 | Jane Street Group LLC | 9,891 | $411K | 0.0% | -8.4% | 0.416% | |
2/14/2025 | Bellwether Advisors LLC | 3,076 | $128K | 0.0% | N/A | 0.129% | |
2/14/2025 | Beacon Pointe Advisors LLC | 19,899 | $826K | 0.0% | +8.7% | 0.836% | |
2/14/2025 | OneDigital Investment Advisors LLC | 8,265 | $343K | 0.0% | -66.8% | 0.347% | |
2/13/2025 | First Commonwealth Financial Corp PA | 30,187 | $1.25M | 0.3% | -1.6% | 1.268% | |
2/13/2025 | CreativeOne Wealth LLC | 8,126 | $337K | 0.0% | N/A | 0.341% | |
2/13/2025 | Raymond James Financial Inc. | 16,403 | $681K | 0.0% | N/A | 0.689% | |
2/13/2025 | Cerity Partners LLC | 161,367 | $6.70M | 0.0% | -1.3% | 6.780% | |
2/13/2025 | Envestnet Asset Management Inc. | 77,212 | $3.21M | 0.0% | +2.0% | 3.244% | |
2/10/2025 | Commonwealth Equity Services LLC | 113,384 | $4.71M | 0.0% | -10.9% | 4.764% | |
2/10/2025 | Avantax Advisory Services Inc. | 4,818 | $200K | 0.0% | -6.8% | 0.202% | |
2/7/2025 | HighTower Advisors LLC | 75,153 | $3.12M | 0.0% | -0.4% | 3.158% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 92,769 | $3.85M | 0.7% | -0.6% | 3.898% | |
2/6/2025 | Raymond James Financial Inc. | 16,403 | $681K | 0.0% | N/A | 0.689% | |
2/5/2025 | Whipplewood Advisors LLC | 27,544 | $1.14M | 0.7% | N/A | 1.157% | |
2/5/2025 | Siligmueller & Norvid Wealth Advisors LLC | 20,377 | $846K | 0.4% | N/A | 0.856% | |
2/4/2025 | WealthShield Partners LLC | 3,150 | $131K | 0.0% | -62.0% | 0.132% | |
2/3/2025 | Sigma Planning Corp | 15,273 | $634K | 0.0% | -3.2% | 0.642% | |
2/3/2025 | Clear Point Advisors Inc. | 5,770 | $240K | 0.2% | -4.9% | 0.242% | |
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1/27/2025 | Consolidated Portfolio Review Corp | 32,600 | $1.35M | 0.2% | +3.5% | 1.370% | |
1/27/2025 | Silver Oak Securities Incorporated | 12,256 | $510K | 0.0% | -11.2% | 0.515% | |
1/27/2025 | Berkshire Money Management Inc. | 6,329 | $263K | 0.0% | N/A | 0.266% | |
1/23/2025 | Strategic Blueprint LLC | 100,803 | $4.19M | 0.2% | +3.0% | 4.235% | |
1/21/2025 | Lantz Financial LLC | 255,191 | $10.60M | 2.8% | -1.6% | 10.722% | |
1/21/2025 | RFG Advisory LLC | 13,271 | $551K | 0.0% | -51.3% | 0.558% | |
1/17/2025 | Secure Asset Management LLC | 11,990 | $498K | 0.1% | -13.2% | 0.504% | |
1/17/2025 | Janney Montgomery Scott LLC | 15,968 | $663K | 0.0% | -6.3% | 0.671% | |
1/15/2025 | Arkadios Wealth Advisors | 7,887 | $327K | 0.0% | -17.4% | 0.331% | |
1/14/2025 | Outlook Wealth Advisors LLC | 24,158 | $1.00M | 0.3% | -5.4% | 1.015% | |
1/13/2025 | BCS Wealth Management | 23,630 | $981K | 0.2% | -15.6% | 0.993% | |
1/13/2025 | Fragasso Financial Advisors Inc | 28,571 | $1.19M | 0.1% | -32.3% | 1.200% | |
1/13/2025 | Brookstone Capital Management | 15,979 | $663K | 0.0% | -96.1% | 0.671% | |
11/19/2024 | Barclays PLC | 3,793 | $154K | 0.0% | N/A | 0.159% | |
11/15/2024 | Barclays PLC | 3,793 | $154K | 0.0% | N/A | 0.159% | |
11/15/2024 | Jane Street Group LLC | 10,800 | $440K | 0.0% | N/A | 0.454% | |
11/15/2024 | HighTower Advisors LLC | 75,453 | $3.07M | 0.0% | +0.8% | 3.170% | |
11/12/2024 | Penserra Capital Management LLC | 320,191 | $13.03M | 0.3% | +26.1% | 13.453% | |
11/12/2024 | Cerity Partners LLC | 163,568 | $6.66M | 0.0% | +2.5% | 6.873% | |
11/6/2024 | OneDigital Investment Advisors LLC | 24,860 | $1.01M | 0.0% | -11.3% | 1.045% | |
11/5/2024 | Harbour Investments Inc. | 4,773 | $194K | 0.0% | +12.2% | 0.201% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 32,310 | $1.32M | 0.1% | +6.4% | 1.358% | |
11/4/2024 | Sigma Planning Corp | 15,773 | $642K | 0.0% | -3.2% | 0.663% | |
10/30/2024 | Beacon Financial Advisory LLC | 11,405 | $464K | 0.2% | -5.5% | 0.479% | |
10/25/2024 | Valmark Advisers Inc. | 5,000 | $204K | 0.0% | N/A | 0.210% | |
10/25/2024 | Strategic Blueprint LLC | 97,910 | $3.99M | 0.2% | +112.6% | 4.114% | |
10/24/2024 | Arkadios Wealth Advisors | 9,547 | $389K | 0.0% | -4.7% | 0.401% | |
10/22/2024 | Chris Bulman Inc | 9,977 | $406K | 0.3% | -8.5% | 0.419% | |
10/22/2024 | My Personal CFO LLC | 20,400 | $830K | 0.5% | -6.8% | 0.857% | |
10/18/2024 | Stratos Wealth Advisors LLC | 17,375 | $707K | 0.0% | -58.6% | 0.730% | |
10/8/2024 | Brookstone Capital Management | 409,159 | $16.65M | 0.2% | +5.7% | 17.192% | |
8/22/2024 | Cetera Investment Advisers | 27,300 | $1.07M | 0.0% | +22.4% | 1.147% | |
8/9/2024 | WealthPLAN Partners LLC | 97,890 | $3.83M | 0.4% | N/A | 4.113% | |
8/8/2024 | Envestnet Asset Management Inc. | 74,897 | $2.93M | 0.0% | +133.3% | 3.147% | |
8/8/2024 | CoreCap Advisors LLC | 26,611 | $1.04M | 0.1% | N/A | 1.118% | |
8/8/2024 | WPWealth LLP | 33,918 | $1.33M | 0.3% | N/A | 1.425% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 713 | $28K | 0.0% | N/A | 0.030% | |
8/6/2024 | Chris Bulman Inc | 10,905 | $426K | 0.3% | N/A | 0.458% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 94,460 | $3.69M | 0.8% | -1.6% | 3.969% | |
8/1/2024 | FSA Advisors Inc. | 8,345 | $326K | 0.3% | +56.4% | 0.351% | |
8/1/2024 | Consolidated Portfolio Review Corp | 31,712 | $1.24M | 0.3% | +1.3% | 1.332% | |
7/31/2024 | Spire Wealth Management | 9,042 | $353K | 0.0% | +198.4% | 0.380% | |
7/31/2024 | Commonwealth Equity Services LLC | 128,771 | $5.03M | 0.0% | +13.0% | 5.411% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 30,360 | $1.19M | 0.1% | +11.1% | 1.276% | |
7/29/2024 | Arkadios Wealth Advisors | 10,018 | $392K | 0.0% | -8.5% | 0.421% | |
7/27/2024 | Strategic Blueprint LLC | 46,048 | $1.80M | 0.1% | N/A | 1.935% | |
7/26/2024 | Harbour Investments Inc. | 4,253 | $166K | 0.0% | +16.4% | 0.179% | |
7/24/2024 | Secure Asset Management LLC | 13,810 | $540K | 0.1% | +35.7% | 0.580% | |
7/22/2024 | Focus Financial Network Inc. | 13,891 | $550K | 0.0% | -39.4% | 0.584% | |
7/18/2024 | Brookstone Capital Management | 387,101 | $15.32M | 0.3% | +3,560.9% | 16.265% | |
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7/18/2024 | Outlook Wealth Advisors LLC | 25,335 | $990K | 0.3% | -13.5% | 1.064% | |
7/17/2024 | AdvisorNet Financial Inc | 9,721 | $380K | 0.0% | +100.6% | 0.408% | |
7/16/2024 | BCS Wealth Management | 27,987 | $1.09M | 0.5% | +21.8% | 1.176% | |
7/15/2024 | RFG Advisory LLC | 28,823 | $1.13M | 0.0% | +239.4% | 1.211% | |
7/12/2024 | Cypress Wealth Services LLC | 5,125 | $200K | 0.0% | N/A | 0.215% | |
7/12/2024 | Maltin Wealth Management Inc. | 31,776 | $1.24M | 0.7% | -30.7% | 1.335% | |
7/12/2024 | Southland Equity Partners LLC | 11,293 | $441K | 0.1% | -10.2% | 0.474% | |
7/12/2024 | DHJJ Financial Advisors Ltd. | 21,285 | $832K | 0.4% | +4.0% | 0.894% | |
7/10/2024 | Lantz Financial LLC | 265,014 | $10.36M | 3.2% | +3,346.7% | 11.135% | |
7/9/2024 | Fragasso Financial Advisors Inc | 42,198 | $1.65M | 0.1% | +2.6% | 1.773% | |