4/16/2025 | CRA Financial Services LLC | 8,870 | $371K | 0.1% | -7.9% | 0.178% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 8,560 | $358K | 0.0% | -5.5% | 0.172% | |
4/16/2025 | Krilogy Financial LLC | 36,330 | $1.52M | 0.1% | -4.6% | 0.730% | |
4/15/2025 | Chris Bulman Inc | 45,848 | $1.92M | 1.2% | -2.8% | 0.921% | |
4/15/2025 | Integral Investment Advisors Inc. | 30,234 | $1.27M | 0.4% | -19.2% | 0.607% | |
4/14/2025 | Farther Finance Advisors LLC | 2,415 | $101K | 0.0% | N/A | 0.048% | |
4/14/2025 | Outlook Wealth Advisors LLC | 12,834 | $537K | 0.1% | +14.4% | 0.258% | |
4/14/2025 | BCS Wealth Management | 29,987 | $1.26M | 0.3% | -2.6% | 0.602% | |
4/11/2025 | Pinnacle Wealth Management Group Inc. | 7,630 | $319K | 0.2% | N/A | 0.153% | |
4/9/2025 | RFG Advisory LLC | 9,165 | $384K | 0.0% | -28.6% | 0.184% | |
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4/9/2025 | Milestone Asset Management LLC | 13,859 | $580K | 0.1% | -10.1% | 0.278% | |
4/9/2025 | Fragasso Financial Advisors Inc | 6,612 | $277K | 0.0% | +29.9% | 0.133% | |
4/7/2025 | AdvisorNet Financial Inc | 667 | $28K | 0.0% | -47.4% | 0.013% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 9,060 | $391K | 0.0% | +7.1% | 0.181% | |
3/6/2025 | Wood Tarver Financial Group LLC | 1,591 | $68K | 0.0% | N/A | 0.023% | |
2/17/2025 | Stuart Chaussee & Associates Inc. | 2,620,110 | $112.95M | 28.0% | N/A | 70.814% | |
2/17/2025 | Snowden Capital Advisors LLC | 20,902 | $901K | 0.0% | +95.3% | 0.565% | |
2/17/2025 | CoreCap Advisors LLC | 10,084 | $435K | 0.0% | -45.6% | 0.273% | |
2/17/2025 | Cresset Asset Management LLC | 108,963 | $4.70M | 0.0% | +1,552.5% | 2.945% | |
2/17/2025 | Cetera Investment Advisers | 70,747 | $3.05M | 0.0% | +2.7% | 1.912% | |
2/17/2025 | Citadel Advisors LLC | 10,124 | $436K | 0.0% | N/A | 0.274% | |
2/14/2025 | Beacon Pointe Advisors LLC | 20,053 | $864K | 0.0% | +50.9% | 0.542% | |
2/14/2025 | Capital Analysts LLC | 2,402 | $104K | 0.0% | -14.5% | 0.065% | |
2/14/2025 | Three Seasons Wealth LLC | 13,683 | $590K | 0.3% | N/A | 0.370% | |
2/14/2025 | IHT Wealth Management LLC | 15,224 | $656K | 0.0% | N/A | 0.411% | |
2/14/2025 | MML Investors Services LLC | 33,916 | $1.46M | 0.0% | +7.6% | 0.917% | |
2/13/2025 | First Commonwealth Financial Corp PA | 16,378 | $706K | 0.2% | N/A | 0.443% | |
2/13/2025 | CreativeOne Wealth LLC | 16,881 | $728K | 0.0% | N/A | 0.456% | |
2/13/2025 | Raymond James Financial Inc. | 25,355 | $1.09M | 0.0% | N/A | 0.685% | |
2/13/2025 | Cerity Partners LLC | 138,692 | $5.98M | 0.0% | +276.4% | 3.748% | |
2/13/2025 | Trek Financial LLC | 36,719 | $1.58M | 0.1% | +14.0% | 0.992% | |
2/13/2025 | Waterloo Capital L.P. | 5,203 | $224K | 0.0% | N/A | 0.141% | |
2/13/2025 | Envestnet Asset Management Inc. | 50,359 | $2.17M | 0.0% | +20.0% | 1.361% | |
2/12/2025 | Bullseye Investment Management LLC | 54,510 | $2.35M | 1.6% | -74.4% | 1.473% | |
2/12/2025 | Blair William & Co. IL | 79,464 | $3.43M | 0.0% | N/A | 2.148% | |
2/11/2025 | LPL Financial LLC | 43,233 | $1.86M | 0.0% | -11.6% | 1.168% | |
2/10/2025 | IMG Wealth Management Inc. | 13,222 | $570K | 0.5% | N/A | 0.357% | |
2/10/2025 | GWN Securities Inc. | 11,592 | $511K | 0.1% | N/A | 0.313% | |
2/10/2025 | Harbour Investments Inc. | 9,142 | $394K | 0.0% | +96.3% | 0.247% | |
2/10/2025 | Valtinson Bruner Financial Planning LLC | 12,146 | $524K | 0.2% | +49.6% | 0.328% | |
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2/10/2025 | Commonwealth Equity Services LLC | 241,099 | $10.39M | 0.0% | +21.8% | 6.516% | |
2/10/2025 | EverSource Wealth Advisors LLC | 1,066 | $46K | 0.0% | -19.0% | 0.029% | |
2/7/2025 | HighTower Advisors LLC | 89,646 | $3.87M | 0.0% | +27.8% | 2.423% | |
2/6/2025 | Raymond James Financial Inc. | 25,355 | $1.09M | 0.0% | N/A | 0.685% | |
2/6/2025 | Vantage Financial Partners LLC | 20,540 | $885K | 0.2% | +12.0% | 0.555% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 2,495 | $108K | 0.0% | +64.6% | 0.067% | |
2/5/2025 | SRS Capital Advisors Inc. | 13,539 | $584K | 0.0% | +10.9% | 0.366% | |
2/4/2025 | IFP Advisors Inc | 5,858 | $253K | 0.0% | +27.7% | 0.158% | |
2/4/2025 | WealthShield Partners LLC | 3,799 | $164K | 0.0% | N/A | 0.103% | |
2/4/2025 | Wealthgarden F.S. LLC | 6,674 | $288K | 0.3% | N/A | 0.180% | |
2/4/2025 | Integral Investment Advisors Inc. | 37,434 | $1.61M | 0.5% | +61.6% | 1.012% | |
2/3/2025 | Sigma Planning Corp | 12,242 | $528K | 0.0% | -19.7% | 0.331% | |
1/30/2025 | Allworth Financial LP | 1,355 | $60K | 0.0% | -30.5% | 0.037% | |
1/30/2025 | Principal Securities Inc. | 5,001 | $216K | 0.0% | +8.4% | 0.135% | |
1/30/2025 | DHJJ Financial Advisors Ltd. | 16,792 | $724K | 0.3% | +7.2% | 0.454% | |
1/29/2025 | Focus Financial Network Inc. | 9,314 | $402K | 0.0% | +5.1% | 0.252% | |
1/28/2025 | Archer Investment Corp | 7,787 | $336K | 0.1% | -22.1% | 0.210% | |
1/27/2025 | Beacon Financial Advisory LLC | 15,495 | $668K | 0.2% | +17.1% | 0.419% | |
1/27/2025 | NovaPoint Capital LLC | 55,175 | $2.38M | 0.7% | N/A | 1.491% | |
1/27/2025 | Optimist Retirement Group LLC | 5,171 | $223K | 0.1% | -6.9% | 0.140% | |
1/27/2025 | Lion Street Advisors LLC | 8,893 | $383K | 0.1% | +8.4% | 0.240% | |
1/24/2025 | Spire Wealth Management | 7,100 | $306K | 0.0% | +294.4% | 0.192% | |
1/24/2025 | My Personal CFO LLC | 74,336 | $3.21M | 1.6% | +11.0% | 2.009% | |
1/23/2025 | FSA Advisors Inc. | 12,967 | $559K | 0.7% | -2.8% | 0.350% | |
1/23/2025 | Strategic Blueprint LLC | 12,704 | $548K | 0.0% | N/A | 0.343% | |
1/21/2025 | Lantz Financial LLC | 11,710 | $505K | 0.1% | +56.5% | 0.316% | |
1/17/2025 | Secure Asset Management LLC | 6,055 | $261K | 0.0% | N/A | 0.164% | |
1/17/2025 | Janney Montgomery Scott LLC | 20,593 | $888K | 0.0% | +37.7% | 0.557% | |
1/15/2025 | Krilogy Financial LLC | 38,075 | $1.64M | 0.1% | -0.9% | 1.029% | |
1/13/2025 | BCS Wealth Management | 30,796 | $1.33M | 0.3% | +10.9% | 0.832% | |
1/13/2025 | Fragasso Financial Advisors Inc | 5,090 | $219K | 0.0% | -32.4% | 0.138% | |
1/13/2025 | Brookstone Capital Management | 539,726 | $23.27M | 0.3% | +1,363.3% | 14.587% | |
1/8/2025 | Weaver Consulting Group | 9,238 | $398K | 0.1% | +48.2% | 0.250% | |
11/15/2024 | MML Investors Services LLC | 31,517 | $1.36M | 0.0% | -18.1% | 0.852% | |
11/15/2024 | HighTower Advisors LLC | 70,150 | $3.02M | 0.0% | -1.2% | 1.896% | |
11/15/2024 | Benjamin Edwards Inc. | 6,925 | $298K | 0.0% | N/A | 0.187% | |
11/12/2024 | Penserra Capital Management LLC | 298,639 | $12.87M | 0.3% | +26.1% | 8.071% | |
11/12/2024 | Cerity Partners LLC | 36,846 | $1.59M | 0.0% | +7.9% | 0.996% | |
11/8/2024 | Bellwether Advisors LLC | 17,868 | $770K | 0.1% | -20.2% | 0.483% | |
11/4/2024 | Sigma Planning Corp | 15,253 | $657K | 0.0% | -4.8% | 0.412% | |
10/30/2024 | Beacon Financial Advisory LLC | 13,233 | $570K | 0.2% | -10.6% | 0.358% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 8,462 | $365K | 0.0% | -6.5% | 0.229% | |
10/23/2024 | Allworth Financial LP | 1,949 | $84K | 0.0% | -30.8% | 0.053% | |
10/22/2024 | DHJJ Financial Advisors Ltd. | 15,670 | $675K | 0.3% | -7.3% | 0.424% | |
10/22/2024 | Chris Bulman Inc | 43,632 | $1.88M | 1.3% | -3.5% | 1.179% | |
10/22/2024 | My Personal CFO LLC | 66,980 | $2.89M | 1.6% | -2.2% | 1.810% | |
10/17/2024 | BCS Wealth Management | 27,772 | $1.20M | 0.5% | -2.1% | 0.751% | |
10/10/2024 | CRA Financial Services LLC | 10,835 | $467K | 0.1% | -17.3% | 0.293% | |
10/8/2024 | Brookstone Capital Management | 36,884 | $1.59M | 0.0% | +112.0% | 0.997% | |
8/26/2024 | Wealthquest Corp | 19,548 | $819K | 0.1% | -1.8% | 0.528% | |
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8/22/2024 | Cetera Investment Advisers | 83,551 | $3.50M | 0.0% | -28.0% | 2.258% | |
8/8/2024 | Envestnet Asset Management Inc. | 46,023 | $1.93M | 0.0% | -7.7% | 1.244% | |
8/8/2024 | Thoroughbred Financial Services LLC | 25,361 | $1.06M | 0.1% | +6.3% | 0.685% | |
8/8/2024 | CoreCap Advisors LLC | 20,168 | $845K | 0.1% | N/A | 0.545% | |
8/7/2024 | Vantage Financial Partners LLC | 20,897 | $876K | 0.2% | -29.9% | 0.565% | |
8/6/2024 | Chris Bulman Inc | 45,217 | $1.90M | 1.3% | N/A | 1.222% | |
7/31/2024 | Commonwealth Equity Services LLC | 205,055 | $8.59M | 0.0% | -2.6% | 5.542% | |
7/30/2024 | Integral Investment Advisors Inc. | 23,159 | $971K | 0.4% | -4.1% | 0.626% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 55,756 | $2.34M | 0.0% | -17.1% | 1.507% | |
7/26/2024 | My Personal CFO LLC | 68,480 | $2.87M | 1.5% | -1.7% | 1.851% | |