7/1/2025 | Harbor Investment Advisory LLC | 1,046 | $26K | 0.0% | N/A | 0.016% | |
5/20/2025 | Integrity Alliance LLC. | 27,336 | $647K | 0.0% | N/A | 0.380% | |
5/16/2025 | NewEdge Advisors LLC | 108,238 | $2.56M | 0.0% | +0.6% | 1.503% | |
5/14/2025 | Delta Investment Management LLC | 106,864 | $2.53M | 0.5% | N/A | 1.484% | |
5/14/2025 | FWG Investments LLC. | 12,953 | $307K | 0.4% | -4.1% | 0.180% | |
5/14/2025 | Kestra Advisory Services LLC | 126,232 | $2.99M | 0.0% | +15.1% | 1.753% | |
5/14/2025 | Capital Analysts LLC | 30,612 | $725K | 0.0% | +14.8% | 0.425% | |
5/14/2025 | Tradition Wealth Management LLC | 14,091 | $334K | 0.0% | -17.1% | 0.196% | |
5/13/2025 | Raymond James Financial Inc. | 241,173 | $5.71M | 0.0% | N/A | 3.350% | |
5/13/2025 | Heck Capital Advisors LLC | 13,300 | $315K | 0.0% | N/A | 0.185% | |
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5/9/2025 | Chicago Partners Investment Group LLC | 15,433 | $368K | 0.0% | N/A | 0.217% | |
5/9/2025 | Cary Street Partners Financial LLC | 12,200 | $289K | 0.0% | N/A | 0.172% | |
5/8/2025 | Harbour Investments Inc. | 99,466 | $2.36M | 0.1% | +8.7% | 1.401% | |
5/8/2025 | FSA Advisors Inc. | 22,593 | $535K | 0.4% | N/A | 0.318% | |
5/6/2025 | Cetera Investment Advisers | 91,802 | $2.17M | 0.0% | +64.4% | 1.293% | |
5/6/2025 | AE Wealth Management LLC | 284,859 | $6.75M | 0.1% | +18.3% | 4.012% | |
5/5/2025 | Csenge Advisory Group | 20,203 | $475K | 0.0% | +50.1% | 0.285% | |
5/5/2025 | Archer Investment Corp | 56,367 | $1.34M | 0.3% | +27.9% | 0.794% | |
5/2/2025 | Independent Wealth Network Inc. | 48,158 | $1.14M | 0.5% | N/A | 0.678% | |
5/2/2025 | Kingsview Wealth Management LLC | 58,471 | $1.39M | 0.0% | +104.2% | 0.824% | |
4/30/2025 | Trek Financial LLC | 34,276 | $812K | 0.1% | +88.9% | 0.483% | |
4/29/2025 | Brass Tax Wealth Management Inc. | 30,755 | $728K | 0.2% | +51.4% | 0.433% | |
4/29/2025 | Envestnet Asset Management Inc. | 679,660 | $16.09M | 0.0% | N/A | 9.573% | |
4/29/2025 | Brookstone Capital Management | 181,652 | $4.30M | 0.1% | N/A | 2.558% | |
4/23/2025 | AssuredPartners Investment Advisors LLC | 28,311 | $670K | 0.1% | +79.5% | 0.399% | |
4/23/2025 | Continuum Advisory LLC | 3,441 | $81K | 0.0% | N/A | 0.048% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 19,951 | $472K | 0.0% | -25.1% | 0.281% | |
4/22/2025 | Integrity Wealth Solutions LLC | 20,940 | $496K | 0.3% | N/A | 0.295% | |
4/22/2025 | VanWeelden Wealth Management LLC | 689,069 | $16.32M | 14.5% | N/A | 9.705% | |
4/17/2025 | Sagespring Wealth Partners LLC | 10,084 | $239K | 0.0% | N/A | 0.176% | |
4/17/2025 | Authentikos Wealth Advisory LLC | 13,252 | $314K | 0.3% | N/A | 0.231% | |
4/16/2025 | Marshall Financial Group LLC | 29,520 | $699K | 0.2% | N/A | 0.515% | |
4/11/2025 | KFG Wealth Management LLC | 79,146 | $1.87M | 0.3% | +2.2% | 1.381% | |
4/10/2025 | Fermata Advisors LLC | 11,650 | $276K | 0.0% | N/A | 0.203% | |
4/7/2025 | AdvisorNet Financial Inc | 12,966 | $307K | 0.0% | N/A | 0.226% | |
4/7/2025 | FC Advisory LLC | 47,981 | $1.14M | 0.4% | N/A | 0.837% | |
3/12/2025 | Centaurus Financial Inc. | 56,798 | $1.36M | 0.1% | N/A | 1.076% | |
2/17/2025 | Cetera Investment Advisers | 55,855 | $1.33M | 0.0% | N/A | 0.000% | |
2/14/2025 | Capital Analysts LLC | 26,666 | $637K | 0.0% | N/A | 0.000% | |
2/14/2025 | Tradition Wealth Management LLC | 16,990 | $406K | 0.0% | N/A | 0.000% | |
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2/13/2025 | First Commonwealth Financial Corp PA | 10,395 | $248K | 0.1% | N/A | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 107,613 | $2.57M | 0.0% | N/A | 0.000% | |
2/13/2025 | Trek Financial LLC | 18,145 | $433K | 0.0% | N/A | 0.000% | |
2/12/2025 | World Investment Advisors | 11,511 | $275K | 0.0% | N/A | 0.000% | |
2/12/2025 | AssuredPartners Investment Advisors LLC | 15,774 | $377K | 0.1% | N/A | 0.000% | |
2/12/2025 | JPMorgan Chase & Co. | 1,769 | $42K | 0.0% | N/A | 0.000% | |
2/10/2025 | IMG Wealth Management Inc. | 8,206 | $196K | 0.2% | N/A | 0.000% | |
2/10/2025 | Harbour Investments Inc. | 91,544 | $2.19M | 0.1% | N/A | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 161,989 | $3.87M | 0.0% | N/A | 0.000% | |
2/6/2025 | Vantage Financial Partners LLC | 18,240 | $436K | 0.1% | N/A | 0.000% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 8,346 | $199K | 0.0% | N/A | 0.000% | |
2/5/2025 | IFG Advisors LLC | 16,700 | $399K | 0.1% | N/A | 0.000% | |
2/5/2025 | Lineweaver Wealth Advisors LLC | 17,093 | $408K | 0.1% | N/A | 0.000% | |
2/5/2025 | Allegiance Financial Group Advisory Services LLC | 22,652 | $541K | 0.2% | N/A | 0.000% | |
2/4/2025 | Prasad Wealth Partners LLC | 76,135 | $1.82M | 0.6% | N/A | 0.000% | |
2/4/2025 | Rothschild Investment LLC | 15,200 | $363K | 0.0% | N/A | 0.000% | |
2/4/2025 | IFP Advisors Inc | 2,398 | $57K | 0.0% | N/A | 0.000% | |
1/29/2025 | Soltis Investment Advisors LLC | 9,133 | $218K | 0.0% | N/A | 0.000% | |
1/29/2025 | FSR Wealth Management Ltd. | 13,032 | $311K | 0.4% | N/A | 0.000% | |
1/28/2025 | AlphaStar Capital Management LLC | 11,482 | $274K | 0.0% | N/A | 0.000% | |
1/28/2025 | Kingsview Wealth Management LLC | 28,631 | $684K | 0.0% | N/A | 0.000% | |
1/28/2025 | Archer Investment Corp | 44,061 | $1.05M | 0.3% | N/A | 0.000% | |
1/21/2025 | KFG Wealth Management LLC | 77,415 | $1.85M | 0.3% | N/A | 0.000% | |