3/17/2025 | Wealth Enhancement Advisory Services LLC | 12,507 | $557K | 0.0% | +19.1% | 0.244% | |
3/12/2025 | Centaurus Financial Inc. | 4,049 | $180K | 0.0% | -6.7% | 0.082% | |
3/6/2025 | Wood Tarver Financial Group LLC | 986 | $43K | 0.0% | N/A | 0.020% | |
3/4/2025 | Buska Wealth Management LLC | 8,176 | $364K | 0.1% | -24.4% | 0.166% | |
2/25/2025 | Armis Advisers LLC | 29,810 | $1.33M | 0.2% | N/A | 0.624% | |
2/18/2025 | Orion Capital Management LLC | 3,000 | $134K | 0.1% | N/A | 0.063% | |
2/18/2025 | Delta Investment Management LLC | 7,409 | $330K | 0.1% | -28.2% | 0.155% | |
2/17/2025 | Snowden Capital Advisors LLC | 50,621 | $2.26M | 0.1% | -6.2% | 1.059% | |
2/17/2025 | CoreCap Advisors LLC | 13,945 | $621K | 0.0% | -42.8% | 0.292% | |
2/17/2025 | Cresset Asset Management LLC | 16,395 | $731K | 0.0% | -10.4% | 0.343% | |
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2/17/2025 | Cetera Investment Advisers | 66,301 | $2.95M | 0.0% | -9.2% | 1.387% | |
2/17/2025 | Chapman Financial Group LLC | 22,546 | $1.01M | 0.8% | N/A | 0.472% | |
2/14/2025 | Beacon Pointe Advisors LLC | 18,237 | $813K | 0.0% | -32.9% | 0.382% | |
2/14/2025 | Three Seasons Wealth LLC | 5,420 | $242K | 0.1% | N/A | 0.113% | |
2/14/2025 | OneDigital Investment Advisors LLC | 8,385 | $374K | 0.0% | -23.2% | 0.175% | |
2/14/2025 | Tradition Wealth Management LLC | 6,041 | $269K | 0.0% | -6.3% | 0.126% | |
2/14/2025 | MML Investors Services LLC | 29,330 | $1.31M | 0.0% | -3.7% | 0.614% | |
2/13/2025 | CreativeOne Wealth LLC | 7,859 | $350K | 0.0% | N/A | 0.164% | |
2/13/2025 | Raymond James Financial Inc. | 34,593 | $1.54M | 0.0% | N/A | 0.724% | |
2/13/2025 | Advisory Services Network LLC | 7,669 | $342K | 0.0% | N/A | 0.160% | |
2/13/2025 | Cerity Partners LLC | 146,146 | $6.51M | 0.0% | -2.1% | 3.057% | |
2/13/2025 | Trek Financial LLC | 6,220 | $277K | 0.0% | -11.1% | 0.130% | |
2/13/2025 | Envestnet Asset Management Inc. | 60,401 | $2.69M | 0.0% | -7.2% | 1.264% | |
2/12/2025 | OLD Mission Capital LLC | 8,641 | $385K | 0.0% | -3.7% | 0.181% | |
2/11/2025 | LPL Financial LLC | 27,636 | $1.23M | 0.0% | +1.1% | 0.578% | |
2/10/2025 | IMG Wealth Management Inc. | 3,859 | $172K | 0.2% | N/A | 0.081% | |
2/10/2025 | Valtinson Bruner Financial Planning LLC | 14,879 | $663K | 0.2% | -1.5% | 0.311% | |
2/10/2025 | Commonwealth Equity Services LLC | 215,184 | $9.59M | 0.0% | -62.6% | 4.502% | |
2/10/2025 | EverSource Wealth Advisors LLC | 7,346 | $327K | 0.0% | +46.9% | 0.154% | |
2/7/2025 | HighTower Advisors LLC | 174,862 | $7.79M | 0.0% | -7.8% | 3.658% | |
2/7/2025 | Acas LLC | 6,840 | $312K | 0.2% | +6.0% | 0.143% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 54,017 | $2.41M | 0.5% | -0.5% | 1.130% | |
2/6/2025 | Raymond James Financial Inc. | 34,593 | $1.54M | 0.0% | N/A | 0.724% | |
2/6/2025 | Triad Wealth Partners LLC | 4,679 | $208K | 0.1% | N/A | 0.098% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 5,979 | $266K | 0.0% | -12.2% | 0.125% | |
2/5/2025 | SRS Capital Advisors Inc. | 12,770 | $569K | 0.0% | -2.1% | 0.267% | |
2/5/2025 | Motiv8 Investments LLC | 46,545 | $2.07M | 1.5% | +23.4% | 0.974% | |
2/5/2025 | Whipplewood Advisors LLC | 935 | $42K | 0.0% | N/A | 0.020% | |
2/5/2025 | Siligmueller & Norvid Wealth Advisors LLC | 22,528 | $1.00M | 0.4% | N/A | 0.471% | |
2/4/2025 | Rothschild Investment LLC | 91,000 | $4.06M | 0.3% | -3.8% | 1.904% | |
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2/4/2025 | Integral Investment Advisors Inc. | 258,371 | $11.51M | 3.7% | +2.7% | 5.405% | |
1/31/2025 | Truist Financial Corp | 8,447 | $376K | 0.0% | -3.7% | 0.177% | |
1/30/2025 | Principal Securities Inc. | 25,158 | $1.12M | 0.0% | +1.0% | 0.526% | |
1/29/2025 | Wingate Wealth Advisors Inc. | 7,690 | $343K | 0.3% | N/A | 0.161% | |
1/29/2025 | Comprehensive Financial Planning Inc. PA | 6,606 | $294K | 0.2% | N/A | 0.138% | |
1/27/2025 | Berkshire Money Management Inc. | 39,826 | $1.78M | 0.2% | -53.9% | 0.833% | |
1/27/2025 | Stratos Wealth Advisors LLC | 34,569 | $1.54M | 0.1% | -1.2% | 0.723% | |
1/24/2025 | Spire Wealth Management | 25,067 | $1.12M | 0.0% | -13.4% | 0.524% | |
1/23/2025 | FSA Advisors Inc. | 40,007 | $1.75M | 2.1% | -4.6% | 0.837% | |
1/23/2025 | Strategic Blueprint LLC | 31,205 | $1.39M | 0.1% | -5.5% | 0.653% | |
1/21/2025 | RFG Advisory LLC | 8,934 | $398K | 0.0% | -74.6% | 0.187% | |
1/17/2025 | Seros Financial LLC | 8,748 | $365K | 0.3% | N/A | 0.183% | |
1/16/2025 | Wealthquest Corp | 60,278 | $2.69M | 0.2% | -5.6% | 1.261% | |
1/14/2025 | Outlook Wealth Advisors LLC | 12,481 | $556K | 0.2% | -16.5% | 0.261% | |
1/14/2025 | PCA Investment Advisory Services Inc. | 4,945 | $220K | 0.1% | -6.4% | 0.103% | |
1/13/2025 | BCS Wealth Management | 29,633 | $1.32M | 0.3% | -2.8% | 0.620% | |
1/13/2025 | Heritage Wealth Partners LLC | 6,164 | $275K | 0.3% | -91.2% | 0.129% | |
1/13/2025 | Fragasso Financial Advisors Inc | 32,161 | $1.43M | 0.1% | -2.9% | 0.673% | |
1/13/2025 | Brookstone Capital Management | 12,795 | $570K | 0.0% | -96.6% | 0.268% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 10,531 | $459K | 0.0% | +39.5% | 0.220% | |
11/21/2024 | Wealthquest Corp | 63,832 | $2.78M | 0.2% | -9.1% | 1.335% | |
11/19/2024 | Barclays PLC | 4,072 | $178K | 0.0% | N/A | 0.085% | |
11/15/2024 | Barclays PLC | 4,072 | $178K | 0.0% | N/A | 0.085% | |
11/15/2024 | Continuum Advisory LLC | 726 | $32K | 0.0% | +123.4% | 0.015% | |
11/15/2024 | MML Investors Services LLC | 30,447 | $1.33M | 0.0% | +89.9% | 0.637% | |
11/15/2024 | Glen Eagle Advisors LLC | 2,385 | $104K | 0.0% | +98.8% | 0.050% | |
11/15/2024 | Jane Street Group LLC | 5,384 | $235K | 0.0% | N/A | 0.113% | |
11/15/2024 | HighTower Advisors LLC | 189,717 | $8.29M | 0.0% | +20.6% | 3.969% | |
11/14/2024 | Tradition Wealth Management LLC | 6,447 | $282K | 0.0% | +13.3% | 0.135% | |
11/14/2024 | First Commonwealth Financial Corp PA | 13,146 | $574K | 0.1% | +3.8% | 0.275% | |
11/12/2024 | Centaurus Financial Inc. | 4,340 | $190K | 0.0% | -60.2% | 0.091% | |
11/12/2024 | Penserra Capital Management LLC | 300,979 | $13.15M | 0.3% | +26.1% | 6.297% | |
11/12/2024 | Cerity Partners LLC | 149,316 | $6.52M | 0.0% | +49.7% | 3.124% | |
11/6/2024 | Evolution Wealth Advisors LLC | 5,695 | $249K | 0.0% | N/A | 0.119% | |
11/5/2024 | Harbour Investments Inc. | 13,803 | $603K | 0.0% | +20.7% | 0.289% | |
10/30/2024 | Beacon Financial Advisory LLC | 6,135 | $268K | 0.1% | +25.1% | 0.128% | |
10/29/2024 | Janney Montgomery Scott LLC | 56,111 | $2.45M | 0.0% | +8.1% | 1.174% | |
10/29/2024 | Chicago Partners Investment Group LLC | 5,071 | $223K | 0.0% | -6.9% | 0.106% | |
10/25/2024 | Strategic Blueprint LLC | 33,016 | $1.44M | 0.1% | +214.3% | 0.691% | |
10/24/2024 | Motiv8 Investments LLC | 37,734 | $1.65M | 1.1% | -1.6% | 0.789% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 10,497 | $459K | 0.0% | -36.4% | 0.220% | |
10/22/2024 | DHJJ Financial Advisors Ltd. | 21,502 | $939K | 0.4% | +5.8% | 0.450% | |
10/22/2024 | Chris Bulman Inc | 6,131 | $268K | 0.2% | N/A | 0.128% | |
10/22/2024 | My Personal CFO LLC | 58,020 | $2.53M | 1.4% | +23.7% | 1.214% | |
10/18/2024 | Stratos Wealth Advisors LLC | 35,003 | $1.53M | 0.1% | -1.8% | 0.732% | |
10/17/2024 | BCS Wealth Management | 30,479 | $1.33M | 0.6% | +68.7% | 0.638% | |
10/17/2024 | Berkshire Money Management Inc. | 86,407 | $3.77M | 0.4% | -65.8% | 1.808% | |
10/16/2024 | Secure Asset Management LLC | 18,340 | $801K | 0.1% | -1.6% | 0.384% | |
10/11/2024 | Paladin Wealth LLC | 863 | $38K | 0.0% | N/A | 0.018% | |
10/9/2024 | Heritage Wealth Partners LLC | 69,664 | $3.04M | 3.6% | N/A | 1.457% | |
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10/9/2024 | Marcum Wealth LLC | 156,208 | $6.82M | 0.6% | +267.7% | 3.268% | |
10/8/2024 | Daymark Wealth Partners LLC | 5,694 | $249K | 0.0% | N/A | 0.119% | |
10/8/2024 | Brookstone Capital Management | 374,418 | $16.36M | 0.2% | +7.5% | 7.833% | |
10/8/2024 | Sugarloaf Wealth Management LLC | 10,290 | $449K | 0.1% | +23.2% | 0.215% | |
10/8/2024 | City Center Advisors LLC | 11,775 | $514K | 0.6% | -6.1% | 0.246% | |
9/23/2024 | Centaurus Financial Inc. | 10,895 | $455K | 0.0% | -19.0% | 0.228% | |
8/28/2024 | Souders Financial Advisors | 6,866 | $287K | 0.0% | N/A | 0.144% | |
8/26/2024 | Wealthquest Corp | 70,226 | $2.93M | 0.4% | -4.4% | 1.469% | |
8/22/2024 | Cetera Investment Advisers | 53,813 | $2.25M | 0.0% | +4.4% | 1.126% | |
8/15/2024 | Delta Investment Management LLC | 11,774 | $492K | 0.1% | -27.5% | 0.246% | |