5/16/2025 | Stuart Chaussee & Associates Inc. | 1,777,329 | $74.71M | 18.6% | N/A | 32.433% | |
5/15/2025 | OLD Mission Capital LLC | 21,626 | $909K | 0.0% | N/A | 0.390% | |
5/14/2025 | Kestra Advisory Services LLC | 64,596 | $2.72M | 0.0% | +2.2% | 1.164% | |
5/9/2025 | Commonwealth Equity Services LLC | 683,387 | $28.73M | 0.0% | +109.5% | 12.313% | |
5/8/2025 | Wealthquest Corp | 49,677 | $2.09M | 0.1% | -28.3% | 0.895% | |
5/8/2025 | Harbour Investments Inc. | 7,124 | $299K | 0.0% | -5.5% | 0.128% | |
5/8/2025 | Arkadios Wealth Advisors | 20,522 | $863K | 0.0% | N/A | 0.370% | |
5/8/2025 | FSA Advisors Inc. | 36,796 | $1.55M | 1.2% | +2.7% | 0.663% | |
5/7/2025 | LPL Financial LLC | 58,532 | $2.46M | 0.0% | -7.3% | 1.055% | |
5/6/2025 | Cetera Investment Advisers | 186,369 | $7.83M | 0.0% | +5.0% | 3.358% | |
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5/6/2025 | Avantax Advisory Services Inc. | 5,835 | $245K | 0.0% | -16.8% | 0.105% | |
5/5/2025 | IFP Advisors Inc | 4,921 | $207K | 0.0% | -14.0% | 0.089% | |
5/5/2025 | Diversify Advisory Services LLC | 40,264 | $1.68M | 0.1% | -3.1% | 0.725% | |
5/2/2025 | Sigma Planning Corp | 17,336 | $729K | 0.0% | -1.6% | 0.312% | |
4/30/2025 | Cerity Partners LLC | 86,431 | $3.63M | 0.0% | +13.7% | 1.557% | |
4/29/2025 | Wood Tarver Financial Group LLC | 2,733 | $115K | 0.0% | -52.2% | 0.049% | |
4/29/2025 | Envestnet Asset Management Inc. | 71,750 | $3.02M | 0.0% | -27.4% | 1.293% | |
4/29/2025 | Penserra Capital Management LLC | 412,085 | $17.32M | 0.3% | +17.2% | 7.425% | |
4/29/2025 | Brookstone Capital Management | 529,915 | $22.28M | 0.3% | +9.7% | 9.548% | |
4/28/2025 | Weaver Consulting Group | 12,895 | $542K | 0.2% | +158.6% | 0.232% | |
4/24/2025 | Motiv8 Investments LLC | 55,201 | $2.32M | 1.5% | +15.0% | 0.995% | |
4/23/2025 | Spire Wealth Management | 11,014 | $463K | 0.0% | -35.4% | 0.198% | |
4/23/2025 | Continuum Advisory LLC | 2,344 | $99K | 0.0% | +12.7% | 0.042% | |
4/22/2025 | XML Financial LLC | 9,927 | $417K | 0.0% | -10.8% | 0.134% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 43,605 | $1.83M | 0.0% | -2.5% | 0.587% | |
4/22/2025 | Weaver Capital Management LLC | 2,712 | $114K | 0.0% | -12.4% | 0.037% | |
4/17/2025 | Sagespring Wealth Partners LLC | 5,841 | $246K | 0.0% | N/A | 0.079% | |
4/17/2025 | Janney Montgomery Scott LLC | 31,203 | $1.31M | 0.0% | +7.0% | 0.420% | |
4/15/2025 | Integral Investment Advisors Inc. | 265,502 | $11.16M | 3.6% | +2.5% | 3.573% | |
4/14/2025 | City Center Advisors LLC | 12,523 | $526K | 0.6% | +5.7% | 0.169% | |
4/9/2025 | RFG Advisory LLC | 17,108 | $719K | 0.0% | -14.2% | 0.230% | |
4/9/2025 | Fragasso Financial Advisors Inc | 74,683 | $3.14M | 0.2% | -1.8% | 1.005% | |
4/8/2025 | HFG Wealth Management LLC | 39,759 | $1.72M | 1.0% | N/A | 0.535% | |
4/7/2025 | AdvisorNet Financial Inc | 641 | $27K | 0.0% | -43.8% | 0.009% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 6,875 | $297K | 0.0% | +5.7% | 0.106% | |
3/12/2025 | Centaurus Financial Inc. | 15,641 | $676K | 0.0% | N/A | 0.283% | |
3/6/2025 | Wood Tarver Financial Group LLC | 5,713 | $246K | 0.1% | N/A | 0.103% | |
2/25/2025 | Armis Advisers LLC | 27,186 | $1.18M | 0.1% | N/A | 0.647% | |
2/17/2025 | Snowden Capital Advisors LLC | 8,158 | $353K | 0.0% | +15.0% | 0.194% | |
2/17/2025 | CoreCap Advisors LLC | 11,520 | $498K | 0.0% | -47.9% | 0.274% | |
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2/17/2025 | Cresset Asset Management LLC | 18,954 | $819K | 0.0% | -25.5% | 0.451% | |
2/17/2025 | Cetera Investment Advisers | 177,437 | $7.67M | 0.0% | +130.8% | 4.225% | |
2/17/2025 | Citadel Advisors LLC | 13,578 | $587K | 0.0% | N/A | 0.323% | |
2/17/2025 | Captrust Financial Advisors | 108,330 | $4.68M | 0.0% | -15.3% | 2.579% | |
2/14/2025 | Jane Street Group LLC | 15,576 | $673K | 0.0% | N/A | 0.371% | |
2/14/2025 | Bellwether Advisors LLC | 8,147 | $352K | 0.1% | N/A | 0.194% | |
2/14/2025 | Beacon Pointe Advisors LLC | 33,123 | $1.43M | 0.0% | +17.3% | 0.789% | |
2/14/2025 | Three Seasons Wealth LLC | 5,570 | $241K | 0.1% | N/A | 0.133% | |
2/14/2025 | WPWealth LLP | 13,385 | $579K | 0.1% | +4.6% | 0.319% | |
2/14/2025 | MML Investors Services LLC | 53,065 | $2.29M | 0.0% | +252.3% | 1.263% | |
2/13/2025 | First Commonwealth Financial Corp PA | 26,362 | $1.14M | 0.3% | +11.1% | 0.628% | |
2/13/2025 | NewEdge Advisors LLC | 4,755 | $206K | 0.0% | +10,466.7% | 0.113% | |
2/13/2025 | CreativeOne Wealth LLC | 7,686 | $332K | 0.0% | N/A | 0.183% | |
2/13/2025 | SageView Advisory Group LLC | 8,064 | $349K | 0.0% | +12.2% | 0.192% | |
2/13/2025 | Townsquare Capital LLC | 4,738 | $205K | 0.0% | -42.4% | 0.113% | |
2/13/2025 | Raymond James Financial Inc. | 41,280 | $1.78M | 0.0% | N/A | 0.983% | |
2/13/2025 | Cerity Partners LLC | 76,043 | $3.29M | 0.0% | -1.6% | 1.811% | |
2/13/2025 | Trek Financial LLC | 8,015 | $346K | 0.0% | N/A | 0.191% | |
2/13/2025 | Envestnet Asset Management Inc. | 98,893 | $4.28M | 0.0% | +47.2% | 2.355% | |
2/12/2025 | Bullseye Investment Management LLC | 26,528 | $1.15M | 0.8% | N/A | 0.632% | |
2/12/2025 | Blair William & Co. IL | 8,857 | $383K | 0.0% | +1,476.0% | 0.211% | |
2/11/2025 | LPL Financial LLC | 63,163 | $2.73M | 0.0% | -4.1% | 1.504% | |
2/10/2025 | Axxcess Wealth Management LLC | 6,665 | $288K | 0.0% | N/A | 0.159% | |
2/10/2025 | IMG Wealth Management Inc. | 1,519 | $66K | 0.1% | N/A | 0.036% | |
2/10/2025 | Harbour Investments Inc. | 7,541 | $326K | 0.0% | +214.7% | 0.180% | |
2/10/2025 | Commonwealth Equity Services LLC | 326,212 | $14.10M | 0.0% | -49.5% | 7.767% | |
2/7/2025 | HighTower Advisors LLC | 184,486 | $7.97M | 0.0% | +18.4% | 4.393% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 40,080 | $1.73M | 0.3% | +4.7% | 0.954% | |
2/6/2025 | Raymond James Financial Inc. | 41,280 | $1.78M | 0.0% | N/A | 0.983% | |
2/6/2025 | Jones Financial Companies Lllp | 800 | $35K | 0.0% | N/A | 0.019% | |
2/5/2025 | Motiv8 Investments LLC | 48,007 | $2.08M | 1.5% | +24.8% | 1.143% | |
2/5/2025 | Siligmueller & Norvid Wealth Advisors LLC | 6,000 | $259K | 0.1% | N/A | 0.143% | |
2/4/2025 | IFP Advisors Inc | 5,721 | $247K | 0.0% | +11.4% | 0.136% | |
2/4/2025 | Integral Investment Advisors Inc. | 259,058 | $11.20M | 3.6% | +4.8% | 6.168% | |
2/3/2025 | Sigma Planning Corp | 17,609 | $761K | 0.0% | +1.5% | 0.419% | |
1/30/2025 | Principal Securities Inc. | 8,463 | $366K | 0.0% | +22.7% | 0.202% | |
1/30/2025 | DHJJ Financial Advisors Ltd. | 18,665 | $807K | 0.3% | +3.6% | 0.444% | |
1/28/2025 | Wilmington Savings Fund Society FSB | 3,317 | $143K | 0.0% | N/A | 0.079% | |
1/27/2025 | Beacon Financial Advisory LLC | 7,194 | $311K | 0.1% | +15.8% | 0.171% | |
1/27/2025 | Berkshire Money Management Inc. | 56,376 | $2.44M | 0.3% | -8.8% | 1.342% | |
1/24/2025 | McAdam LLC | 18,733 | $810K | 0.0% | -1.7% | 0.446% | |
1/24/2025 | Spire Wealth Management | 17,038 | $737K | 0.0% | +17.5% | 0.406% | |
1/24/2025 | My Personal CFO LLC | 25,935 | $1.12M | 0.6% | +41.7% | 0.618% | |
1/23/2025 | FSA Advisors Inc. | 35,820 | $1.52M | 1.9% | -2.6% | 0.853% | |
1/21/2025 | Lantz Financial LLC | 19,073 | $824K | 0.2% | +7.3% | 0.454% | |
1/21/2025 | RFG Advisory LLC | 19,947 | $862K | 0.0% | +50.0% | 0.475% | |
1/17/2025 | Janney Montgomery Scott LLC | 29,153 | $1.26M | 0.0% | +17.7% | 0.694% | |
1/17/2025 | Daymark Wealth Partners LLC | 26,397 | $1.14M | 0.0% | N/A | 0.629% | |
1/17/2025 | Global Trust Asset Management LLC | 11,600 | $501K | 0.2% | -15.3% | 0.276% | |
1/17/2025 | XML Financial LLC | 11,134 | $481K | 0.0% | +5.1% | 0.265% | |
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1/16/2025 | Sugar Maple Asset Management LLC | 2,353 | $102K | 0.1% | N/A | 0.056% | |
1/16/2025 | Wealthquest Corp | 69,304 | $3.00M | 0.2% | -8.3% | 1.650% | |
1/14/2025 | Outlook Wealth Advisors LLC | 6,616 | $286K | 0.1% | N/A | 0.158% | |
1/13/2025 | BCS Wealth Management | 12,556 | $543K | 0.1% | +24.1% | 0.299% | |
1/13/2025 | Fragasso Financial Advisors Inc | 76,089 | $3.29M | 0.3% | +4.4% | 1.812% | |
1/13/2025 | Brookstone Capital Management | 482,860 | $20.87M | 0.3% | +9,323.5% | 11.497% | |
11/21/2024 | Wealthquest Corp | 75,562 | $3.19M | 0.3% | -9.2% | 1.799% | |
11/19/2024 | Barclays PLC | 13,597 | $577K | 0.0% | N/A | 0.324% | |
11/15/2024 | Barclays PLC | 13,597 | $577K | 0.0% | N/A | 0.324% | |
11/15/2024 | Continuum Advisory LLC | 2,081 | $90K | 0.0% | -66.6% | 0.050% | |