5/14/2024 | First Commonwealth Financial Corp PA | 15,909 | $625K | 0.2% | N/A | 0.282% | |
5/11/2024 | Orion Capital Management LLC | 6,700 | $263K | 0.1% | -6.9% | 0.119% | |
5/9/2024 | Blair William & Co. IL | 73,979 | $2.91M | 0.0% | +2.8% | 1.309% | |
5/7/2024 | PFG Advisors | 7,925 | $311K | 0.0% | N/A | 0.140% | |
5/2/2024 | Vantage Financial Partners LLC | 9,057 | $356K | 0.1% | +56.2% | 0.161% | |
5/1/2024 | Janney Montgomery Scott LLC | 42,021 | $1.65M | 0.0% | -32.5% | 0.746% | |
|
4/30/2024 | Macroview Investment Management LLC | 31,821 | $1.25M | 1.4% | N/A | 0.565% | |
4/30/2024 | Valtinson Bruner Financial Planning LLC | 60,091 | $2.36M | 1.0% | -29.1% | 1.067% | |
4/29/2024 | Commonwealth Equity Services LLC | 125,273 | $4.92M | 0.0% | +133.2% | 2.225% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 1,800 | $71K | 0.0% | +24.1% | 0.032% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 67,514 | $2.65M | 0.0% | +47.0% | 1.199% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 38,086 | $1.50M | 0.3% | +1.2% | 0.676% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 7,114 | $279K | 0.0% | +28.1% | 0.126% | |
4/23/2024 | Gradient Investments LLC | 1,946,304 | $76.45M | 1.8% | +448,357.1% | 34.570% | |
4/23/2024 | Strategic Blueprint LLC | 12,793 | $503K | 0.0% | +46.1% | 0.227% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 85,889 | $3.37M | 0.0% | +652.1% | 1.526% | |
4/22/2024 | Outlook Wealth Advisors LLC | 12,308 | $483K | 0.1% | +23.4% | 0.219% | |
4/17/2024 | CRA Financial Services LLC | 9,448 | $371K | 0.1% | N/A | 0.168% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 37,491 | $1.47M | 0.0% | N/A | 1.198% | |
4/15/2024 | Brookstone Capital Management | 242,513 | $9.53M | 0.2% | +1,520.3% | 7.748% | |
4/12/2024 | Central Valley Advisors LLC | 7,341 | $288K | 0.1% | -11.3% | 0.235% | |
4/12/2024 | Global Trust Asset Management LLC | 6,450 | $253K | 0.1% | +158.0% | 0.206% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 36,953 | $1.45M | 0.6% | +0.9% | 1.181% | |
4/11/2024 | RFG Advisory LLC | 16,606 | $652K | 0.0% | +185.4% | 0.531% | |
4/10/2024 | BCS Wealth Management | 27,596 | $1.08M | 0.3% | +93.4% | 0.882% | |
4/10/2024 | Lantz Financial LLC | 13,919 | $547K | 0.2% | +36.8% | 0.445% | |
3/6/2024 | SageView Advisory Group LLC | 60,240 | $2.21M | 0.1% | N/A | 1.925% | |
2/23/2024 | Chicago Partners Investment Group LLC | 8,279 | $310K | 0.0% | -45.3% | 0.265% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 5,554 | $203K | 0.0% | N/A | 0.177% | |
2/9/2024 | SageView Advisory Group LLC | 60,240 | $2.21M | 0.1% | N/A | 1.925% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 45,939 | $1.68M | 0.0% | -6.4% | 1.468% | |
2/9/2024 | Central Valley Advisors LLC | 8,278 | $303K | 0.2% | N/A | 0.264% | |
2/8/2024 | Beacon Pointe Advisors LLC | 24,420 | $895K | 0.0% | -19.4% | 0.780% | |
2/8/2024 | Janney Montgomery Scott LLC | 62,260 | $2.28M | 0.0% | -21.8% | 1.989% | |
2/7/2024 | Principal Securities Inc. | 11,338 | $415K | 0.0% | N/A | 0.362% | |
2/6/2024 | Valtinson Bruner Financial Planning LLC | 84,787 | $3.11M | 1.6% | -0.9% | 2.709% | |
2/6/2024 | Lincoln National Corp | 32,465 | $1.19M | 0.0% | +2.1% | 1.037% | |
2/6/2024 | SRS Capital Advisors Inc. | 11,913 | $436K | 0.0% | -5.9% | 0.381% | |
1/31/2024 | Evolution Wealth Advisors LLC | 5,580 | $204K | 0.0% | N/A | 0.178% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 36,629 | $1.34M | 0.6% | -1.2% | 1.170% | |
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1/26/2024 | Cerity Partners LLC | 18,375 | $673K | 0.0% | -16.5% | 0.587% | |
1/25/2024 | RFG Advisory LLC | 5,819 | $213K | 0.0% | N/A | 0.186% | |
1/16/2024 | CoreCap Advisors LLC | 14,532 | $532K | 0.0% | +5.4% | 0.464% | |
1/11/2024 | Brookstone Capital Management | 14,967 | $548K | 0.0% | -9.6% | 0.478% | |
1/11/2024 | BCS Wealth Management | 14,272 | $523K | 0.2% | -24.7% | 0.456% | |
11/20/2023 | Silver Oak Securities Incorporated | 7,047 | $235K | 0.0% | -22.9% | 0.225% | |
11/16/2023 | Penserra Capital Management LLC | 141,468 | $4.71M | 0.1% | +43.5% | 4.520% | |
11/14/2023 | Mutual Advisors LLC | 48,873 | $1.63M | 0.1% | +4.7% | 1.561% | |
11/13/2023 | Mariner LLC | 122,253 | $4.07M | 0.0% | +4.0% | 3.906% | |
11/13/2023 | Visionary Wealth Advisors | 15,436 | $514K | 0.0% | -1.9% | 0.493% | |
11/8/2023 | HighTower Advisors LLC | 84,169 | $2.80M | 0.0% | +0.9% | 2.689% | |
11/8/2023 | Janney Montgomery Scott LLC | 79,665 | $2.65M | 0.0% | -25.3% | 2.545% | |
11/8/2023 | Archer Investment Corp | 4,000 | $133K | 0.0% | -27.3% | 0.128% | |
11/6/2023 | Sigma Planning Corp | 8,075 | $269K | 0.0% | -81.8% | 0.258% | |
11/6/2023 | Lincoln National Corp | 31,785 | $1.06M | 0.0% | -2.1% | 1.015% | |
11/2/2023 | Vantage Financial Partners LLC | 6,107 | $203K | 0.1% | -33.0% | 0.195% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 37,788 | $1.26M | 0.3% | +48.1% | 1.207% | |
10/24/2023 | Valtinson Bruner Financial Planning LLC | 85,581 | $2.85M | 1.6% | -0.7% | 2.734% | |
10/23/2023 | Commonwealth Equity Services LLC | 54,487 | $1.82M | 0.0% | -8.0% | 1.741% | |
10/23/2023 | Steward Financial Group LLC | 4,154 | $138K | 0.0% | -92.3% | 0.133% | |
10/12/2023 | BCS Wealth Management | 18,963 | $632K | 0.3% | -15.9% | 0.606% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 37,073 | $1.24M | 0.6% | -4.8% | 1.184% | |
8/16/2023 | PCA Investment Advisory Services Inc. | 9,712 | $332K | 0.2% | +6.4% | 0.310% | |
8/11/2023 | Visionary Wealth Advisors | 15,736 | $538K | 0.0% | -14.4% | 0.503% | |
8/11/2023 | Penserra Capital Management LLC | 98,565 | $3.37M | 0.1% | +5.3% | 3.149% | |
8/10/2023 | Osaic Holdings Inc. | 104,289 | $3.56M | 0.0% | -1.4% | 3.332% | |
8/10/2023 | Integral Investment Advisors Inc. | 24,475 | $836K | 0.6% | -4.9% | 0.782% | |
8/10/2023 | Cetera Advisors LLC | 69,571 | $2.38M | 0.0% | -3.5% | 2.223% | |
8/10/2023 | Cetera Advisor Networks LLC | 23,737 | $811K | 0.0% | -7.8% | 0.758% | |
8/10/2023 | AlphaCore Capital LLC | 3,000 | $103K | 0.0% | N/A | 0.096% | |
8/10/2023 | Cetera Investment Advisers | 19,836 | $678K | 0.0% | -4.5% | 0.634% | |
8/8/2023 | Vantage Financial Partners LLC | 9,109 | $311K | 0.1% | -26.3% | 0.291% | |
8/8/2023 | Chicago Partners Investment Group LLC | 15,148 | $523K | 0.0% | -17.2% | 0.484% | |
8/8/2023 | Orion Capital Management LLC | 7,200 | $246K | 0.2% | -19.1% | 0.230% | |
8/3/2023 | Larson Financial Group LLC | 4,250 | $145K | 0.0% | -16.2% | 0.114% | |
8/2/2023 | Silver Oak Securities Incorporated | 9,137 | $312K | 0.1% | -22.2% | 0.246% | |
8/2/2023 | Sigma Planning Corp | 44,430 | $1.52M | 0.1% | -3.7% | 1.194% | |
7/28/2023 | DHJJ Financial Advisors Ltd. | 38,952 | $1.33M | 0.7% | -1.3% | 1.047% | |
7/26/2023 | Janney Montgomery Scott LLC | 106,616 | $3.64M | 0.0% | -4.5% | 2.866% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 11,420 | $390K | 0.0% | +2.8% | 0.307% | |
7/24/2023 | Valtinson Bruner Financial Planning LLC | 86,181 | $2.95M | 1.6% | -2.8% | 2.317% | |
7/19/2023 | Krilogy Financial LLC | 14,060 | $480K | 0.0% | -35.7% | 0.378% | |
7/18/2023 | KFG Wealth Management LLC | 10,075 | $344K | 0.2% | +12.6% | 0.271% | |
7/17/2023 | Bluesphere Advisors LLC | 6,200 | $212K | 0.1% | N/A | 0.167% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 49,088 | $1.68M | 0.0% | -9.0% | 1.320% | |
7/13/2023 | My Personal CFO LLC | 68,500 | $2.34M | 1.8% | -0.6% | 1.841% | |
7/11/2023 | Brookstone Capital Management | 174,621 | $5.93M | 0.1% | +6.4% | 4.694% | |
7/11/2023 | Gradient Investments LLC | 410,995 | $14.04M | 0.4% | +15.0% | 11.048% | |
5/15/2023 | First Commonwealth Financial Corp PA | 27,019 | $864K | 0.3% | -2.0% | 0.726% | |
5/12/2023 | Berkshire Money Management Inc. | 26,720 | $855K | 0.1% | -3.5% | 0.718% | |
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5/12/2023 | Blair William & Co. IL | 71,952 | $2.30M | 0.0% | N/A | 1.934% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 53,967 | $1.73M | 0.0% | +22.4% | 1.451% | |
5/11/2023 | Cerity Partners LLC | 21,942 | $702K | 0.0% | -61.4% | 0.590% | |
5/10/2023 | Resources Investment Advisors LLC. | 11,155 | $357K | 0.0% | N/A | 0.300% | |
5/10/2023 | WealthPLAN Partners LLC | 1,270 | $41K | 0.0% | N/A | 0.034% | |
5/10/2023 | Orion Capital Management LLC | 8,900 | $285K | 0.2% | -25.2% | 0.239% | |
5/9/2023 | Archer Investment Corp | 5,500 | $176K | 0.1% | -8.3% | 0.148% | |
5/9/2023 | Spire Wealth Management | 2,290 | $73K | 0.0% | N/A | 0.062% | |
5/9/2023 | RFG Advisory LLC | 8,220 | $263K | 0.0% | N/A | 0.221% | |
5/8/2023 | Vantage Financial Partners LLC | 12,364 | $395K | 0.2% | N/A | 0.332% | |