| 5/14/2025 | CreativeOne Wealth LLC | 9,253 | $323K | 0.0% | -12.8% | 0.135% | |
| 5/14/2025 | Orion Capital Management LLC | 41,194 | $1.44M | 0.6% | +4.9% | 0.603% | |
| 5/14/2025 | JT Stratford LLC | 6,622 | $231K | 0.0% | -4.1% | 0.097% | |
| 5/13/2025 | HighTower Advisors LLC | 14,429 | $504K | 0.0% | -10.0% | 0.211% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 5,814 | $203K | 0.0% | N/A | 0.085% | |
| 5/9/2025 | Encompass More Asset Management | 32,494 | $1.13M | 0.3% | +46.2% | 0.472% | |
| 5/9/2025 | Blair William & Co. IL | 6,757 | $236K | 0.0% | -21.3% | 0.098% | |
| 5/6/2025 | Cetera Investment Advisers | 388,504 | $13.56M | 0.0% | -8.4% | 5.647% | |
| 5/6/2025 | Brookwood Investment Group LLC | 35,647 | $1.24M | 0.2% | N/A | 0.518% | |
| 5/6/2025 | AE Wealth Management LLC | 1,052 | $37K | 0.0% | -73.8% | 0.015% | |
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| 5/6/2025 | WorthPointe LLC | 35,513 | $1.24M | 0.6% | -9.6% | 0.516% | |
| 5/5/2025 | IFP Advisors Inc | 2,500 | $87K | 0.0% | -87.9% | 0.036% | |
| 5/1/2025 | CWM LLC | 24,500 | $855K | 0.0% | +46.1% | 0.356% | |
| 5/1/2025 | Crosspoint Financial LLC | 358,019 | $12.50M | 36.2% | N/A | 5.204% | |
| 4/30/2025 | Vestia Personal Wealth Advisors | 24,409 | $852K | 0.6% | -11.8% | 0.355% | |
| 4/30/2025 | Allworth Financial LP | 1,437,374 | $49.59M | 0.3% | N/A | 20.892% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 2,203 | $77K | 0.0% | N/A | 0.032% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 21,754 | $759K | 0.0% | +14.3% | 0.316% | |
| 4/24/2025 | Sunbelt Securities Inc. | 5,180 | $181K | 0.0% | -20.3% | 0.075% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 5,832 | $204K | 0.0% | N/A | 0.085% | |
| 4/22/2025 | Bright Futures Wealth Management LLC. | 10,816 | $357K | 0.4% | -10.1% | 0.157% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 10,924 | $381K | 0.2% | -12.0% | 0.423% | |
| 4/14/2025 | Millington Financial Advisors LLC | 185,084 | $6.26M | 3.8% | -7.8% | 7.174% | |
| 4/9/2025 | Fragasso Financial Advisors Inc | 43,896 | $1.53M | 0.1% | -3.7% | 1.701% | |
| 3/12/2025 | Centaurus Financial Inc. | 63,653 | $2.17M | 0.1% | -0.7% | 2.420% | |
| 2/18/2025 | Orion Capital Management LLC | 39,277 | $1.34M | 0.6% | -13.5% | 1.466% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 43,455 | $1.48M | 0.0% | -21.6% | 1.621% | |
| 2/13/2025 | First Commonwealth Financial Corp PA | 317,988 | $10.85M | 2.6% | -1.6% | 11.865% | |
| 2/13/2025 | Barclays PLC | 1,421 | $48K | 0.0% | +70,950.0% | 0.053% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 19,031 | $649K | 0.0% | +21.5% | 0.710% | |
| 2/12/2025 | OLD Mission Capital LLC | 27,153 | $926K | 0.0% | N/A | 1.013% | |
| 2/12/2025 | JPMorgan Chase & Co. | 5,855 | $200K | 0.0% | +258.5% | 0.218% | |
| 2/10/2025 | IMG Wealth Management Inc. | 9,530 | $325K | 0.3% | N/A | 0.356% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 17,684 | $603K | 0.0% | -11.3% | 0.660% | |
| 2/4/2025 | Millington Financial Advisors LLC | 200,648 | $6.91M | 4.0% | +217.3% | 7.487% | |
| 1/30/2025 | Bright Futures Wealth Management LLC. | 12,030 | $416K | 0.4% | +7.0% | 0.449% | |
| 1/27/2025 | Vestia Personal Wealth Advisors | 27,674 | $944K | 0.7% | -1.4% | 1.033% | |
| 1/21/2025 | Encompass More Asset Management | 22,221 | $758K | 0.2% | +63.6% | 0.829% | |
| 1/14/2025 | Outlook Wealth Advisors LLC | 12,252 | $418K | 0.1% | -8.1% | 0.457% | |
| 1/13/2025 | Fragasso Financial Advisors Inc | 45,561 | $1.55M | 0.1% | -21.0% | 1.700% | |
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| 11/14/2024 | Encompass More Asset Management | 13,579 | $453K | 0.2% | N/A | 0.507% | |
| 11/14/2024 | First Commonwealth Financial Corp PA | 323,306 | $10.79M | 2.6% | +5.5% | 12.064% | |
| 11/13/2024 | WorthPointe LLC | 39,365 | $1.31M | 0.6% | -4.8% | 1.469% | |
| 11/12/2024 | Centaurus Financial Inc. | 64,118 | $2.14M | 0.1% | -1.2% | 2.392% | |
| 11/5/2024 | Apollon Wealth Management LLC | 6,000 | $200K | 0.0% | N/A | 0.224% | |
| 10/25/2024 | Andina Capital Management LLC | 72,470 | $2.42M | 1.8% | +27.9% | 2.704% | |
| 10/23/2024 | Woodard & Co. Asset Management Group Inc. ADV | 850 | $28K | 0.0% | -37.0% | 0.032% | |
| 10/18/2024 | Crosspoint Financial LLC | 359,409 | $12.00M | 41.2% | -0.3% | 13.411% | |
| 10/8/2024 | CWM LLC | 8,162 | $272K | 0.0% | +4,907.4% | 0.305% | |
| 10/8/2024 | Brookstone Capital Management | 11,523 | $385K | 0.0% | -12.9% | 0.430% | |
| 9/23/2024 | Centaurus Financial Inc. | 64,923 | $2.10M | 0.1% | +217.8% | 2.423% | |
| 8/22/2024 | Cetera Investment Advisers | 404,854 | $13.07M | 0.0% | -5.4% | 15.106% | |
| 8/16/2024 | Sunbelt Securities Inc. | 6,520 | $210K | 0.0% | +27.2% | 0.243% | |
| 7/30/2024 | Sterling Financial Planning Inc. | 8,008 | $259K | 0.1% | N/A | 0.299% | |
| 7/30/2024 | Millington Financial Advisors LLC | 56,530 | $1.83M | 1.3% | +185.6% | 2.109% | |
| 7/26/2024 | Crosspoint Financial LLC | 360,629 | $11.64M | 47.5% | N/A | 13.456% | |
| 7/18/2024 | Brookstone Capital Management | 13,235 | $432K | 0.0% | +29.9% | 0.494% | |
| 7/16/2024 | Andina Capital Management LLC | 56,682 | $1.83M | 1.4% | N/A | 2.115% | |
| 7/12/2024 | CRA Financial Services LLC | 7,695 | $248K | 0.1% | N/A | 0.287% | |
| 7/12/2024 | DHJJ Financial Advisors Ltd. | 12,439 | $402K | 0.2% | +16.5% | 0.464% | |
| 6/28/2024 | Bright Futures Wealth Management LLC. | 10,667 | $345K | 0.2% | N/A | 0.398% | |
| 5/24/2024 | Cetera Advisors LLC | 158,647 | $4.96M | 0.0% | N/A | 5.920% | |
| 5/24/2024 | Cetera Investment Advisers | 427,782 | $13.36M | 0.0% | +180.9% | 15.962% | |
| 5/14/2024 | JT Stratford LLC | 6,444 | $201K | 0.0% | N/A | 0.240% | |
| 5/14/2024 | First Commonwealth Financial Corp PA | 481,973 | $15.06M | 4.0% | -1.7% | 17.984% | |
| 5/11/2024 | Orion Capital Management LLC | 43,920 | $1.37M | 0.7% | +1.0% | 1.639% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 20,244 | $632K | 0.0% | -62.1% | 0.869% | |
| 4/24/2024 | Arlington Capital Management Inc. | 26,171 | $818K | 0.7% | -2.9% | 1.123% | |
| 4/15/2024 | Brookstone Capital Management | 10,191 | $318K | 0.0% | -90.8% | 0.437% | |
| 4/15/2024 | Sunbelt Securities Inc. | 5,124 | $160K | 0.0% | -60.1% | 0.220% | |
| 4/11/2024 | DHJJ Financial Advisors Ltd. | 10,679 | $334K | 0.1% | -3.1% | 0.406% | |
| 4/10/2024 | Fragasso Group Inc. | 58,489 | $1.83M | 0.2% | -1.2% | 2.224% | |
| 2/7/2024 | Arlington Capital Management Inc. | 26,954 | $824K | 0.7% | N/A | 1.025% | |
| 2/6/2024 | Orion Capital Management LLC | 43,467 | $1.33M | 0.8% | +8.0% | 1.653% | |
| 2/1/2024 | Millington Financial Advisors LLC | 190,693 | $5.83M | 4.7% | +0.4% | 7.251% | |
| 1/30/2024 | DHJJ Financial Advisors Ltd. | 11,023 | $337K | 0.2% | -9.2% | 0.419% | |
| 1/29/2024 | Outlook Wealth Advisors LLC | 13,304 | $407K | 0.1% | -13.5% | 0.506% | |
| 1/26/2024 | Sequoia Financial Advisors LLC | 13,204 | $404K | 0.0% | -16.5% | 0.502% | |
| 1/8/2024 | Fragasso Group Inc. | 59,219 | $1.81M | 0.2% | -0.8% | 2.252% | |
| 1/5/2024 | WealthPLAN Partners LLC | 13,427 | $411K | 0.0% | -24.7% | 0.511% | |
| 12/11/2023 | Sunbelt Securities Inc. | 21,654 | $626K | 0.1% | -3.8% | 0.823% | |
| 11/15/2023 | WealthPlan Investment Management LLC | 17,828 | $515K | 0.1% | N/A | 0.678% | |
| 11/6/2023 | Corrado Advisors LLC | 79,571 | $2.30M | 1.6% | -1.0% | 3.026% | |
| 11/2/2023 | Millington Financial Advisors LLC | 189,901 | $5.49M | 4.9% | -1.9% | 7.221% | |
| 11/2/2023 | WealthPlan Investment Management LLC | 17,828 | $515K | 0.1% | N/A | 0.678% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 45,244 | $1.31M | 0.0% | +196.0% | 1.720% | |
| 10/20/2023 | Brookstone Capital Management | 110,162 | $3.18M | 0.1% | +5.1% | 4.189% | |
| 10/13/2023 | Arkadios Wealth Advisors | 13,173 | $381K | 0.0% | -9.0% | 0.501% | |
| 10/10/2023 | DHJJ Financial Advisors Ltd. | 12,138 | $351K | 0.2% | -9.7% | 0.462% | |
| 8/11/2023 | SageView Advisory Group LLC | 8,265 | $239K | 0.0% | N/A | 0.314% | |
July 2025 Rule Change to Impact Retirement Investors (Ad) There's a massive change from a new rule going into effect this July.
And it's one the Big Banks are already using to their advantage…
It allows them to treat this new asset like actual cash. Yes, Send Me My FREE Retirement Guide |
| 8/11/2023 | WorthPointe LLC | 39,613 | $1.15M | 0.7% | +4.0% | 1.506% | |
| 8/10/2023 | First Commonwealth Financial Corp PA | 497,590 | $14.41M | 4.7% | N/A | 18.920% | |
| 8/10/2023 | Corrado Advisors LLC | 80,361 | $2.33M | 1.6% | -2.6% | 3.056% | |
| 8/10/2023 | Cetera Investment Advisers | 131,592 | $3.81M | 0.0% | +467.5% | 5.003% | |
| 8/8/2023 | Blue Bell Private Wealth Management LLC | 5,640 | $163K | 0.0% | +5,540.0% | 0.214% | |
| 8/8/2023 | Millington Financial Advisors LLC | 193,491 | $5.60M | 5.0% | N/A | 7.357% | |
| 8/8/2023 | Chicago Partners Investment Group LLC | 7,789 | $227K | 0.0% | -41.3% | 0.296% | |
| 8/8/2023 | Orion Capital Management LLC | 40,261 | $1.17M | 0.8% | +1,677.5% | 1.531% | |
| 8/2/2023 | Bank of Montreal Can | 8,400 | $243K | 0.0% | N/A | 0.319% | |
| 7/31/2023 | WealthPLAN Partners LLC | 67,035 | $1.94M | 0.3% | N/A | 3.528% | |
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