| 5/19/2026 | Cornerstone Wealth LLC TN | 17,683 | $636K | 0.4% | N/A | 0.359% | |
| 5/19/2026 | NewEdge Advisors LLC | 37,819 | $1.33M | 0.0% | -23.5% | 0.767% | |
| 5/18/2026 | Sunbelt Securities Inc. | 4,692 | $164K | 0.0% | +55.3% | 0.095% | |
| 5/18/2026 | Talon Private Wealth LLC | 53,724 | $1.88M | 0.3% | N/A | 1.090% | |
| 5/13/2026 | Cetera Investment Advisers | 73,555 | $2.58M | 0.0% | -15.2% | 1.492% | |
| 5/13/2026 | Wealthspire Retirement LLC | 6,754 | $237K | 0.0% | -33.7% | 0.137% | |
| 5/4/2026 | Vantage Point Financial LLC | 7,837 | $275K | 0.1% | N/A | 0.159% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 7,176 | $252K | 0.0% | -16.5% | 0.144% | |
| 5/1/2026 | Corrado Advisors LLC | 52,617 | $1.84M | 1.0% | -2.2% | 1.059% | |
| 4/30/2026 | Kestra Advisory Services LLC | 51,882 | $1.82M | 0.0% | +51.0% | 1.044% | |
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| 4/29/2026 | Broussard Financial Group LLC | 393,075 | $13.78M | 11.0% | +3.2% | 7.909% | |
| 4/29/2026 | Red Crane Wealth Management LLC | 66,816 | $2.34M | 1.9% | -0.9% | 1.344% | |
| 4/29/2026 | Global Strategic Investment Solutions LLC | 235,246 | $8.25M | 0.8% | -19.2% | 4.733% | |
| 4/28/2026 | Berger Financial Group Inc | 52,509 | $1.84M | 0.1% | -3.0% | 1.044% | |
| 4/27/2026 | World Investment Advisors | 26,770 | $938K | 0.0% | +2.6% | 0.532% | |
| 4/21/2026 | Sugar Maple Asset Management LLC | 8,150 | $286K | 0.2% | -10.9% | 0.162% | |
| 4/21/2026 | Compass Advisory Group LLC | 11,039 | $387K | 0.1% | +13.2% | 0.219% | |
| 4/21/2026 | Long Island Wealth Management Inc. | 20,699 | $726K | 0.3% | +12.5% | 0.412% | |
| 4/18/2026 | BCS Wealth Management | 12,403 | $435K | 0.1% | -50.1% | 0.247% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 53,724 | $1.88M | 0.1% | +20.0% | 1.068% | |
| 4/17/2026 | AdvisorNet Financial Inc | 8,728 | $306K | 0.0% | -14.5% | 0.174% | |
| 4/17/2026 | Summit Wealth Partners LLC | 8,285 | $290K | 0.0% | -25.7% | 0.165% | |
| 4/16/2026 | Triad Wealth Partners LLC | 47,385 | $1.66M | 0.1% | +20.8% | 0.942% | |
| 4/16/2026 | Founders Financial Securities LLC | 28,699 | $1.03M | 0.1% | +18.4% | 0.571% | |
| 3/13/2026 | World Investment Advisors | 26,085 | $909K | 0.0% | N/A | 0.492% | |
| 2/20/2026 | Sunbelt Securities Inc. | 3,022 | $105K | 0.0% | +308.4% | 0.057% | |
| 2/19/2026 | BFI Wealth Solutions LLC | 47,165 | $1.64M | 1.6% | N/A | 0.890% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 12,504 | $436K | 0.0% | N/A | 0.236% | |
| 2/18/2026 | Wealthspire Retirement LLC | 10,194 | $355K | 0.0% | -25.4% | 0.192% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 13,401 | $467K | 0.0% | N/A | 0.253% | |
| 2/18/2026 | NewEdge Advisors LLC | 49,458 | $1.72M | 0.0% | +1.3% | 0.933% | |
| 2/18/2026 | OLD Mission Capital LLC | 24,858 | $867K | 0.0% | N/A | 0.469% | |
| 2/18/2026 | Opus Financial Solutions LLC | 12,894 | $449K | 0.4% | N/A | 0.243% | |
| 2/17/2026 | Cetera Investment Advisers | 86,768 | $3.03M | 0.0% | +44.9% | 1.637% | |
| 2/17/2026 | Osaic Holdings Inc. | 139,684 | $4.87M | 0.0% | -4.4% | 2.636% | |
| 2/17/2026 | Captrust Financial Advisors | 79,435 | $2.77M | 0.0% | -8.7% | 1.499% | |
| 2/17/2026 | Rothschild Wealth LLC | 13,354 | $466K | 0.0% | N/A | 0.252% | |
| 2/16/2026 | Focus Partners Wealth | 112,406 | $3.92M | 0.0% | +594.3% | 2.121% | |
| 2/16/2026 | Financial Network Wealth Advisors LLC | 873 | $30K | 0.0% | +196.9% | 0.016% | |
| 2/13/2026 | Arete Wealth Advisors LLC | 9,345 | $326K | 0.0% | +12.3% | 0.176% | |
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| 2/13/2026 | Kestra Advisory Services LLC | 34,370 | $1.20M | 0.0% | +73.5% | 0.648% | |
| 2/13/2026 | CreativeOne Wealth LLC | 24,757 | $863K | 0.0% | N/A | 0.467% | |
| 2/12/2026 | Jane Street Group LLC | 8,206 | $286K | 0.0% | N/A | 0.155% | |
| 2/12/2026 | HRT Financial LP | 6,167 | $214K | 0.0% | N/A | 0.116% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 445,046 | $15.51M | 0.0% | +17.1% | 8.397% | |
| 2/12/2026 | Principal Securities Inc. | 67,305 | $2.35M | 0.0% | -1.0% | 1.270% | |
| 2/11/2026 | LPL Financial LLC | 34,669 | $1.21M | 0.0% | +58.9% | 0.654% | |
| 2/11/2026 | Tradition Wealth Management LLC | 14,753 | $514K | 0.0% | -3.6% | 0.278% | |
| 2/11/2026 | Atlantic Private Wealth LLC | 22,345 | $779K | 0.5% | N/A | 0.422% | |
| 2/10/2026 | Gill Capital Partners LLC | 35,145 | $1.23M | 0.4% | N/A | 0.663% | |
| 2/10/2026 | NewCorp Financial Services Inc. | 8,572 | $299K | 0.3% | N/A | 0.162% | |
| 2/10/2026 | Rothschild Wealth LLC | 13,354 | $466K | 0.1% | N/A | 0.252% | |
| 2/10/2026 | Founders Financial Securities LLC | 24,243 | $845K | 0.0% | +16.3% | 0.457% | |
| 2/10/2026 | Corrado Advisors LLC | 53,805 | $1.88M | 0.9% | N/A | 1.015% | |
| 2/9/2026 | TrustBank | 11,065 | $386K | 0.2% | N/A | 0.209% | |
| 2/9/2026 | Harbour Investments Inc. | 2,742 | $96K | 0.0% | +34.8% | 0.052% | |
| 2/6/2026 | Freedom Investment Management Inc. | 7,834 | $273K | 0.1% | N/A | 0.148% | |
| 2/6/2026 | Americana Partners LLC | 53,495 | $1.87M | 0.1% | -1.1% | 1.009% | |
| 2/6/2026 | IFP Advisors Inc | 218,242 | $7.61M | 0.2% | +5.9% | 4.118% | |
| 2/6/2026 | HighTower Advisors LLC | 62,726 | $2.19M | 0.0% | +0.8% | 1.184% | |
| 2/5/2026 | WealthPlan Investment Management LLC | 11,151 | $389K | 0.0% | N/A | 0.210% | |
| 2/5/2026 | Dana Investment Advisors Inc. | 8,484 | $296K | 0.0% | N/A | 0.160% | |
| 2/4/2026 | World Investment Advisors | 26,085 | $909K | 0.0% | N/A | 0.492% | |
| 2/4/2026 | Trek Financial LLC | 9,222 | $321K | 0.0% | +52.9% | 0.174% | |
| 2/3/2026 | Sequoia Financial Advisors LLC | 8,590 | $299K | 0.0% | N/A | 0.162% | |
| 2/3/2026 | Red Crane Wealth Management LLC | 67,417 | $2.35M | 1.9% | -0.6% | 1.272% | |
| 2/3/2026 | Liberty Atlantic Advisors LLC | 11,948 | $417K | 0.4% | N/A | 0.225% | |
| 2/3/2026 | MMA Asset Management LLC | 15,790 | $550K | 0.2% | +233.1% | 0.298% | |
| 2/2/2026 | Broussard Financial Group LLC | 380,927 | $13.28M | 10.8% | N/A | 7.187% | |
| 1/30/2026 | Sigma Planning Corp | 46,093 | $1.61M | 0.0% | N/A | 0.870% | |
| 1/29/2026 | Global Strategic Investment Solutions LLC | 291,282 | $10.15M | 1.0% | -13.9% | 5.414% | |
| 1/27/2026 | PFG Advisors | 96,054 | $3.35M | 0.2% | +12.5% | 1.785% | |
| 1/27/2026 | Berger Financial Group Inc | 54,146 | $1.89M | 0.1% | +23.9% | 1.006% | |
| 1/26/2026 | CWM LLC | 48,754 | $1.70M | 0.0% | +3.7% | 0.906% | |
| 1/26/2026 | WorthPointe LLC | 6,660 | $232K | 0.1% | -10.8% | 0.124% | |
| 1/26/2026 | BCS Wealth Management | 24,844 | $866K | 0.1% | +94.7% | 0.462% | |
| 1/23/2026 | U.S. Capital Wealth Advisors LLC | 8,205 | $286K | 0.0% | N/A | 0.153% | |
| 1/23/2026 | Diligent Investors LLC | 11,219 | $391K | 0.1% | +11.2% | 0.209% | |
| 1/23/2026 | DHJJ Financial Advisors Ltd. | 2,553 | $89K | 0.0% | +311.8% | 0.047% | |
| 1/22/2026 | Triad Wealth Partners LLC | 39,224 | $1.37M | 0.1% | +16.8% | 0.729% | |
| 1/21/2026 | Access Financial Services Inc. | 292,095 | $10.18M | 3.7% | N/A | 5.429% | |
| 1/21/2026 | Long Island Wealth Management Inc. | 18,399 | $641K | 0.3% | +5.1% | 0.342% | |
| 1/16/2026 | Worth Financial Advisory Group LLC | 10,829 | $377K | 0.2% | -32.2% | 0.201% | |
| 1/16/2026 | PFS Partners LLC | 5,602 | $195K | 0.1% | +137.3% | 0.104% | |
| 1/15/2026 | Silver Oak Securities Incorporated | 26,534 | $928K | 0.1% | N/A | 0.493% | |
| 1/14/2026 | Lantz Financial LLC | 52,590 | $1.83M | 0.4% | +6.4% | 0.978% | |
| 1/13/2026 | Signal Advisors Wealth LLC | 44,778 | $1.56M | 0.1% | N/A | 0.832% | |
| 1/12/2026 | Fiduciary Financial Group LLC | 28,995 | $1.01M | 0.1% | +54.3% | 0.539% | |
| 1/8/2026 | Sound View Wealth Advisors Group LLC | 8,729 | $304K | 0.0% | N/A | 0.152% | |
| 1/7/2026 | Fragasso Financial Advisors Inc | 20,048 | $699K | 0.0% | +1.8% | 0.349% | |
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Martin D. Weiss, PhD, founder of Weiss Ratings, has identified 4 simple steps Americans can take today to help safeguard their savings before any changes take effect. Discover all 4 steps to help protect your bank account now |
| 1/7/2026 | Private Client Services LLC | 29,426 | $1.03M | 0.3% | N/A | 0.512% | |
| 1/1/2026 | JPMorgan Chase & Co. | 2,835 | $97K | 0.0% | -19.8% | 0.050% | |
| 12/2/2025 | IFP Advisors Inc | 206,139 | $7.04M | 0.2% | -2.2% | 3.648% | |
| 11/19/2025 | Sunbelt Securities Inc. | 740 | $25K | 0.0% | -63.7% | 0.013% | |
| 11/19/2025 | Captrust Financial Advisors | 87,025 | $2.97M | 0.0% | +1.9% | 1.540% | |
| 11/18/2025 | Advisory Services Network LLC | 1,569 | $54K | 0.0% | N/A | 0.028% | |
| 11/17/2025 | NewEdge Advisors LLC | 48,826 | $1.67M | 0.0% | -12.6% | 0.864% | |
| 11/17/2025 | Focus Partners Wealth | 16,190 | $553K | 0.0% | -10.5% | 0.287% | |
| 11/14/2025 | Raymond James Financial Inc. | 23,915 | $817K | 0.0% | +7.4% | 0.423% | |
| 11/14/2025 | Diligent Investors LLC | 10,089 | $345K | 0.1% | +11.0% | 0.179% | |