5/15/2024 | Beck Capital Management LLC | 52,467 | $1.87M | 0.5% | -14.0% | 1.732% | |
5/8/2024 | Berkshire Money Management Inc. | 7,335 | $261K | 0.0% | N/A | 0.242% | |
5/1/2024 | Janney Montgomery Scott LLC | 33,933 | $1.21M | 0.0% | -29.4% | 1.113% | |
4/30/2024 | Valtinson Bruner Financial Planning LLC | 228,213 | $8.12M | 3.5% | -2.9% | 7.482% | |
4/29/2024 | Commonwealth Equity Services LLC | 113,002 | $4.02M | 0.0% | -15.6% | 3.705% | |
4/24/2024 | Pinnacle Wealth Management Group Inc. | 10,470 | $373K | 0.3% | -22.3% | 0.343% | |
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4/24/2024 | Blue Bell Private Wealth Management LLC | 66,713 | $2.38M | 0.5% | -2.9% | 2.187% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 7,045 | $251K | 0.0% | -14.1% | 0.231% | |
4/23/2024 | Bluesphere Advisors LLC | 9,391 | $334K | 0.2% | -3.8% | 0.308% | |
4/23/2024 | Strategic Blueprint LLC | 35,472 | $1.26M | 0.1% | -3.6% | 1.163% | |
4/22/2024 | Outlook Wealth Advisors LLC | 20,011 | $712K | 0.2% | -7.6% | 0.656% | |
4/22/2024 | Raymond James & Associates | 141,863 | $5.05M | 0.0% | +0.6% | 4.651% | |
4/16/2024 | Kathmere Capital Management LLC | 8,982 | $320K | 0.0% | -16.3% | 0.211% | |
4/15/2024 | Brookstone Capital Management | 9,611 | $342K | 0.0% | -22.7% | 0.226% | |
4/13/2024 | Retirement Planning Group LLC | 30,211 | $1.08M | 0.1% | -82.6% | 0.711% | |
4/12/2024 | Central Valley Advisors LLC | 5,739 | $204K | 0.1% | N/A | 0.135% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 19,450 | $692K | 0.3% | -3.4% | 0.458% | |
4/11/2024 | RFG Advisory LLC | 10,583 | $377K | 0.0% | N/A | 0.249% | |
4/10/2024 | BCS Wealth Management | 10,667 | $380K | 0.1% | -51.9% | 0.251% | |
4/10/2024 | Lantz Financial LLC | 8,272 | $294K | 0.1% | -3.9% | 0.195% | |
3/6/2024 | SageView Advisory Group LLC | 65,702 | $2.23M | 0.1% | N/A | 1.546% | |
2/23/2024 | Chicago Partners Investment Group LLC | 37,190 | $1.28M | 0.1% | -4.5% | 0.875% | |
2/12/2024 | Focus Financial Network Inc. ADV | 44,017 | $1.49M | 0.1% | N/A | 1.036% | |
2/9/2024 | SageView Advisory Group LLC | 65,702 | $2.23M | 0.1% | N/A | 1.546% | |
2/8/2024 | Kingsview Wealth Management LLC | 8,292 | $281K | 0.0% | N/A | 0.195% | |
2/8/2024 | Beacon Pointe Advisors LLC | 10,777 | $365K | 0.0% | -18.5% | 0.254% | |
2/8/2024 | Janney Montgomery Scott LLC | 48,087 | $1.63M | 0.0% | N/A | 1.131% | |
2/7/2024 | Avantax Advisory Services Inc. | 7,087 | $240K | 0.0% | -18.7% | 0.167% | |
2/7/2024 | Principal Securities Inc. | 4,140 | $140K | 0.0% | N/A | 0.097% | |
2/6/2024 | Valtinson Bruner Financial Planning LLC | 234,982 | $7.96M | 4.1% | -2.6% | 5.529% | |
2/6/2024 | SRS Capital Advisors Inc. | 11,909 | $403K | 0.0% | -9.0% | 0.280% | |
2/2/2024 | Truist Financial Corp | 31,084 | $1.05M | 0.0% | -20.1% | 0.731% | |
2/1/2024 | Sigma Planning Corp | 8,268 | $280K | 0.0% | -50.0% | 0.195% | |
1/31/2024 | KFG Wealth Management LLC | 27,131 | $919K | 0.4% | -4.1% | 0.638% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 20,137 | $682K | 0.3% | -5.8% | 0.474% | |
1/26/2024 | Cerity Partners LLC | 31,455 | $1.07M | 0.0% | -31.0% | 0.740% | |
1/26/2024 | Soltis Investment Advisors LLC | 7,269 | $246K | 0.0% | -6.2% | 0.171% | |
1/25/2024 | Strategic Blueprint LLC | 36,786 | $1.25M | 0.1% | -11.4% | 0.866% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 68,690 | $2.33M | 0.6% | -1.1% | 1.616% | |
1/24/2024 | Arkadios Wealth Advisors | 9,483 | $321K | 0.0% | -4.1% | 0.223% | |
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1/18/2024 | Maltin Wealth Management Inc. | 16,081 | $545K | 0.3% | -65.9% | 0.378% | |
1/16/2024 | Raymond James & Associates | 141,029 | $4.78M | 0.0% | -6.8% | 3.318% | |
1/16/2024 | Retirement Planning Group LLC | 173,244 | $5.87M | 0.5% | -3.5% | 4.076% | |
1/16/2024 | CoreCap Advisors LLC | 18,270 | $619K | 0.0% | +5.6% | 0.430% | |
1/11/2024 | Brookstone Capital Management | 12,433 | $421K | 0.0% | -18.4% | 0.293% | |
1/11/2024 | BCS Wealth Management | 22,180 | $751K | 0.3% | -19.5% | 0.522% | |
1/8/2024 | Fragasso Group Inc. | 14,848 | $503K | 0.0% | -4.3% | 0.349% | |
11/16/2023 | Orion Capital Management LLC | 8,700 | $270K | 0.2% | -31.5% | 0.205% | |
11/16/2023 | Penserra Capital Management LLC | 150,768 | $4.69M | 0.1% | +43.5% | 3.547% | |
11/13/2023 | Kestra Advisory Services LLC | 19,585 | $609K | 0.0% | -5.6% | 0.461% | |
11/8/2023 | HighTower Advisors LLC | 47,590 | $1.48M | 0.0% | +34.4% | 1.120% | |
11/6/2023 | Sigma Planning Corp | 16,544 | $514K | 0.0% | -6.2% | 0.389% | |
11/6/2023 | Lincoln National Corp | 39,139 | $1.22M | 0.0% | +11.7% | 0.921% | |
11/1/2023 | Krilogy Financial LLC | 13,092 | $407K | 0.0% | -34.3% | 0.308% | |
10/31/2023 | Allworth Financial LP | 7,580 | $236K | 0.0% | N/A | 0.178% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 69,489 | $2.16M | 0.6% | +58.5% | 1.635% | |
10/25/2023 | Retirement Planning Group LLC | 179,512 | $5.58M | 0.6% | -1.2% | 4.224% | |
10/24/2023 | Valtinson Bruner Financial Planning LLC | 241,217 | $7.50M | 4.1% | -0.5% | 5.676% | |
10/24/2023 | Stratos Wealth Advisors LLC | 14,124 | $439K | 0.0% | +54.2% | 0.332% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 28,843 | $896K | 0.0% | -1.7% | 0.679% | |
10/24/2023 | Raymond James & Associates | 151,379 | $4.70M | 0.0% | -1.6% | 3.562% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 30,185 | $938K | 0.0% | -1.9% | 0.710% | |
10/23/2023 | Commonwealth Equity Services LLC | 144,914 | $4.50M | 0.0% | -12.7% | 3.410% | |
10/18/2023 | Strategic Blueprint LLC | 41,534 | $1.29M | 0.1% | +1.5% | 0.977% | |
10/17/2023 | Berkshire Money Management Inc. | 435,799 | $13.54M | 2.1% | +1.4% | 10.254% | |
10/16/2023 | RFG Advisory LLC | 11,450 | $356K | 0.0% | -5.9% | 0.269% | |
10/11/2023 | Pinnacle Wealth Management Group Inc. | 13,470 | $419K | 0.4% | -3.6% | 0.317% | |
10/11/2023 | AE Wealth Management LLC | 40,393 | $1.26M | 0.0% | +13.2% | 0.950% | |
10/11/2023 | Maltin Wealth Management Inc. | 47,216 | $1.47M | 1.0% | -0.8% | 1.111% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 21,375 | $664K | 0.3% | -4.4% | 0.503% | |
8/14/2023 | Snowden Capital Advisors LLC | 18,228 | $579K | 0.0% | N/A | 0.429% | |
8/14/2023 | Cerity Partners LLC | 45,425 | $1.44M | 0.0% | -45.5% | 1.069% | |
8/11/2023 | Kestra Advisory Services LLC | 20,747 | $659K | 0.0% | +61.7% | 0.488% | |
8/11/2023 | Penserra Capital Management LLC | 105,030 | $3.34M | 0.1% | +10.3% | 2.471% | |
8/10/2023 | Integral Investment Advisors Inc. | 24,971 | $794K | 0.5% | -2.4% | 0.588% | |
8/10/2023 | Commonwealth Equity Services LLC | 165,971 | $5.27M | 0.0% | +7.7% | 3.905% | |
8/10/2023 | Cetera Advisors LLC | 10,868 | $345K | 0.0% | N/A | 0.256% | |
8/10/2023 | Cetera Advisor Networks LLC | 31,977 | $1.02M | 0.0% | +127.9% | 0.752% | |
8/10/2023 | Cetera Investment Advisers | 6,950 | $221K | 0.0% | N/A | 0.164% | |
8/9/2023 | Spire Wealth Management | 9,950 | $316K | 0.0% | +38.2% | 0.234% | |
8/9/2023 | Soltis Investment Advisors LLC | 7,749 | $246K | 0.0% | +8.8% | 0.182% | |
8/8/2023 | Vantage Financial Partners LLC | 8,167 | $260K | 0.1% | N/A | 0.192% | |
8/8/2023 | Blue Bell Private Wealth Management LLC | 43,854 | $1.39M | 0.4% | +12.0% | 1.032% | |
8/8/2023 | Chicago Partners Investment Group LLC | 38,936 | $1.25M | 0.1% | +8.0% | 0.916% | |
8/8/2023 | Orion Capital Management LLC | 12,700 | $404K | 0.3% | -19.1% | 0.299% | |
8/7/2023 | Lincoln National Corp | 35,036 | $1.11M | 0.0% | +24.1% | 0.824% | |
8/4/2023 | Envestnet Asset Management Inc. | 96,923 | $3.08M | 0.0% | +160.7% | 2.393% | |
8/3/2023 | Maltin Wealth Management Inc. | 47,608 | $1.51M | 0.3% | +3.3% | 1.176% | |
8/2/2023 | Bank of Montreal Can | 1,750 | $56K | 0.0% | N/A | 0.043% | |
8/2/2023 | Sigma Planning Corp | 17,646 | $561K | 0.0% | +72.0% | 0.436% | |
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8/1/2023 | Truist Financial Corp | 39,561 | $1.26M | 0.0% | +17.0% | 0.977% | |
7/31/2023 | WealthPLAN Partners LLC | 32,342 | $1.03M | 0.1% | -2.0% | 0.799% | |
7/28/2023 | DHJJ Financial Advisors Ltd. | 22,360 | $711K | 0.4% | +13.8% | 0.552% | |
7/26/2023 | Janney Montgomery Scott LLC | 55,231 | $1.76M | 0.0% | +5.1% | 1.364% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 29,337 | $932K | 0.0% | -10.6% | 0.724% | |
7/25/2023 | Raymond James & Associates | 153,779 | $4.89M | 0.0% | -0.9% | 3.797% | |
7/24/2023 | Valtinson Bruner Financial Planning LLC | 242,393 | $7.70M | 4.2% | -40.9% | 5.985% | |
7/24/2023 | Retirement Planning Group LLC | 181,614 | $5.77M | 0.6% | -2.4% | 4.484% | |
7/21/2023 | John W. Brooker & Co. CPAs | 9,020 | $287K | 0.2% | N/A | 0.223% | |
7/19/2023 | Gill Capital Partners LLC | 14,835 | $471K | 0.2% | N/A | 0.366% | |