3/17/2025 | Wealth Enhancement Advisory Services LLC | 11,605 | $319K | 0.0% | +16.4% | 0.017% | |
3/14/2025 | Tableaux LLC | 167,713 | $4.62M | 3.8% | N/A | 0.242% | |
3/4/2025 | Smith Shellnut Wilson LLC ADV | 54,820 | $1.51M | 0.7% | -7.1% | 0.105% | |
2/25/2025 | Heck Capital Advisors LLC | 1,267 | $35K | 0.0% | N/A | 0.002% | |
2/24/2025 | Ameriflex Group Inc. | 33,865 | $977K | 0.4% | N/A | 0.065% | |
2/20/2025 | Ball & Co Wealth Management Inc. | 17,436 | $480K | 0.4% | N/A | 0.033% | |
2/19/2025 | Pinney & Scofield Inc. | 1,009 | $28K | 0.0% | N/A | 0.002% | |
2/17/2025 | Salus Financial Advisors LLC | 512,658 | $14.11M | 11.0% | N/A | 0.984% | |
2/17/2025 | EP Wealth Advisors LLC | 5,891 | $162K | 0.0% | -40.8% | 0.011% | |
2/17/2025 | Cetera Investment Advisers | 137,142 | $3.78M | 0.0% | +714.9% | 0.263% | |
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2/17/2025 | Captrust Financial Advisors | 200,510 | $5.52M | 0.0% | +73.4% | 0.385% | |
2/14/2025 | Jane Street Group LLC | 139,474 | $3.84M | 0.0% | -75.1% | 0.268% | |
2/14/2025 | Lido Advisors LLC | 11,467 | $316K | 0.0% | +21.8% | 0.022% | |
2/14/2025 | Susquehanna International Group LLP | 95,015 | $2.62M | 0.0% | N/A | 0.182% | |
2/14/2025 | MML Investors Services LLC | 78,281 | $2.16M | 0.0% | +126.8% | 0.150% | |
2/13/2025 | First Commonwealth Financial Corp PA | 87,740 | $2.42M | 0.6% | -10.0% | 0.168% | |
2/13/2025 | Mariner LLC | 77,335 | $2.13M | 0.0% | -6.4% | 0.148% | |
2/13/2025 | Raymond James Financial Inc. | 514,826 | $14.17M | 0.0% | N/A | 0.989% | |
2/13/2025 | FMR LLC | 21,901,424 | $602.95M | 0.0% | +2.6% | 42.053% | |
2/13/2025 | Envestnet Asset Management Inc. | 38,112 | $1.05M | 0.0% | -29.3% | 0.073% | |
2/13/2025 | Wells Fargo & Company MN | 3,623 | $100K | 0.0% | +65.1% | 0.007% | |
2/12/2025 | Thoroughbred Financial Services LLC | 9,061 | $249K | 0.0% | -5.8% | 0.017% | |
2/12/2025 | StoneX Group Inc. | 225,575 | $6.21M | 0.4% | N/A | 0.433% | |
2/12/2025 | Financial Counselors Inc. | 8,219 | $226K | 0.0% | N/A | 0.016% | |
2/12/2025 | BG Investment Services Inc. | 37,455 | $1.03M | 1.0% | N/A | 0.072% | |
2/11/2025 | Congress Wealth Management LLC DE | 12,836 | $353K | 0.0% | N/A | 0.025% | |
2/11/2025 | LPL Financial LLC | 213,304 | $5.87M | 0.0% | +56.5% | 0.410% | |
2/11/2025 | HUB Investment Partners LLC | 11,175 | $308K | 0.0% | -4.9% | 0.021% | |
2/11/2025 | Forbes Financial Planning Inc. | 19,761 | $544K | 0.4% | N/A | 0.038% | |
2/10/2025 | Harbour Investments Inc. | 2,414 | $66K | 0.0% | +55.1% | 0.005% | |
2/10/2025 | Gerber LLC | 428,364 | $11.79M | 8.6% | -2.0% | 0.823% | |
2/10/2025 | Commonwealth Equity Services LLC | 835,702 | $23.01M | 0.0% | +11.2% | 1.605% | |
2/10/2025 | Madison Wealth Partners Inc | 19,222 | $529K | 0.1% | +47.2% | 0.037% | |
2/10/2025 | Avantax Advisory Services Inc. | 17,691 | $487K | 0.0% | -20.0% | 0.034% | |
2/7/2025 | HighTower Advisors LLC | 21,902 | $603K | 0.0% | -4.0% | 0.042% | |
2/7/2025 | Evergreen Private Wealth LLC | 17,544 | $483K | 0.2% | +6.9% | 0.034% | |
2/6/2025 | Raymond James Financial Inc. | 514,826 | $14.17M | 0.0% | N/A | 0.989% | |
2/6/2025 | Exencial Wealth Advisors LLC | 14,072 | $387K | 0.0% | -14.2% | 0.027% | |
2/6/2025 | Mission Wealth Management LP | 15,552 | $428K | 0.0% | -4.5% | 0.030% | |
2/5/2025 | Noble Wealth Management PBC | 32,343 | $890K | 0.6% | N/A | 0.062% | |
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2/5/2025 | Kovack Advisors Inc. | 24,217 | $667K | 0.1% | +260.5% | 0.046% | |
2/5/2025 | Nwam LLC | 19,031 | $524K | 0.0% | +3.1% | 0.037% | |
2/4/2025 | IFP Advisors Inc | 15,854 | $436K | 0.0% | -20.7% | 0.030% | |
2/3/2025 | Advantage Trust Co | 328,667 | $9.05M | 5.3% | +3.2% | 0.631% | |
2/3/2025 | Dahring Cusmano LLC | 160,747 | $4.43M | 4.0% | N/A | 0.309% | |
2/3/2025 | Concurrent Investment Advisors LLC | 50,391 | $1.39M | 0.0% | N/A | 0.097% | |
2/3/2025 | FMA Wealth Management LLC | 77,149 | $2.12M | 1.6% | +10.6% | 0.148% | |
1/31/2025 | Atria Wealth Solutions Inc. | 12,046 | $332K | 0.0% | N/A | 0.023% | |
1/31/2025 | Anson Capital Inc. | 147,167 | $4.05M | 3.5% | N/A | 0.283% | |
1/30/2025 | Principal Securities Inc. | 16,823 | $463K | 0.0% | +5.4% | 0.032% | |
1/30/2025 | Vicus Capital | 87,747 | $2.42M | 0.2% | +3.3% | 0.168% | |
1/30/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 244,756 | $6.74M | 2.5% | +6.0% | 0.470% | |
1/30/2025 | MidAtlantic Capital Management Inc. | 4,134 | $114K | 0.1% | +158.4% | 0.008% | |
1/29/2025 | Savant Capital LLC | 9,649 | $266K | 0.0% | N/A | 0.019% | |
1/28/2025 | Canvas Wealth Advisors LLC | 37,543 | $1.03M | 0.3% | N/A | 0.072% | |
1/28/2025 | AlphaStar Capital Management LLC | 266,098 | $7.33M | 0.8% | -52.8% | 0.511% | |
1/27/2025 | Choreo LLC | 384,302 | $10.57M | 0.2% | N/A | 0.738% | |
1/27/2025 | Stratos Wealth Partners LTD. | 15,577 | $429K | 0.0% | N/A | 0.030% | |
1/23/2025 | Heck Capital Advisors LLC | 1,267 | $35K | 0.0% | N/A | 0.002% | |
1/23/2025 | Evernest Financial Advisors LLC | 142,428 | $3.92M | 1.0% | N/A | 0.273% | |
1/23/2025 | Orrstown Financial Services Inc. | 628,247 | $17.30M | 4.6% | +23.6% | 1.206% | |
1/21/2025 | KFG Wealth Management LLC | 889,786 | $24.50M | 4.6% | +34.6% | 1.708% | |
1/21/2025 | Geneos Wealth Management Inc. | 5,144 | $142K | 0.0% | N/A | 0.010% | |
1/17/2025 | Mutual Advisors LLC | 19,721 | $549K | 0.0% | +2.3% | 0.038% | |
1/15/2025 | LongView Wealth Management | 52,254 | $1.44M | 0.4% | +19.0% | 0.100% | |
1/15/2025 | Sax Wealth Advisors LLC | 68,006 | $1.87M | 0.1% | +140.1% | 0.131% | |
1/15/2025 | KMG Fiduciary Partners LLC | 147,496 | $4.06M | 0.3% | +10.0% | 0.283% | |
1/14/2025 | Breakwater Capital Group | 33,079 | $911K | 0.2% | +123.1% | 0.064% | |
1/13/2025 | Atmos Advisory LLC | 1,103 | $30K | 0.0% | N/A | 0.002% | |
1/13/2025 | Pallas Capital Advisors LLC | 532,011 | $14.65M | 0.6% | N/A | 1.022% | |
1/13/2025 | Fragasso Financial Advisors Inc | 1,557,641 | $42.88M | 3.3% | +9.5% | 2.991% | |
12/26/2024 | JPMorgan Chase & Co. | 3,887 | $118K | 0.0% | -58.3% | 0.007% | |
11/15/2024 | MML Investors Services LLC | 34,512 | $1.05M | 0.0% | +2.7% | 0.066% | |
11/15/2024 | EP Wealth Advisors LLC | 9,944 | $301K | 0.0% | -52.8% | 0.019% | |
11/15/2024 | Jane Street Group LLC | 559,296 | $16.94M | 0.0% | N/A | 1.074% | |
11/15/2024 | HighTower Advisors LLC | 22,808 | $691K | 0.0% | +33.1% | 0.044% | |
11/14/2024 | Captrust Financial Advisors | 115,629 | $3.50M | 0.0% | +270.0% | 0.222% | |
11/14/2024 | First Commonwealth Financial Corp PA | 97,446 | $2.95M | 0.7% | +18.6% | 0.187% | |
11/13/2024 | FMR LLC | 21,356,007 | $646.66M | 0.0% | -1.3% | 41.006% | |
11/12/2024 | Nwam LLC | 18,456 | $559K | 0.0% | N/A | 0.035% | |
11/7/2024 | MidAtlantic Capital Management Inc. | 1,600 | $48K | 0.0% | N/A | 0.003% | |
11/6/2024 | Kovack Advisors Inc. | 6,718 | $203K | 0.0% | N/A | 0.013% | |
11/4/2024 | Advantage Trust Co | 318,579 | $9.65M | 6.6% | -2.3% | 0.612% | |
11/4/2024 | Sigma Planning Corp | 9,319 | $282K | 0.0% | N/A | 0.018% | |
10/30/2024 | Milestone Investment Advisors LLC | 1,289 | $39K | 0.0% | N/A | 0.002% | |
10/29/2024 | Farther Finance Advisors LLC | 1,305 | $40K | 0.0% | +77.1% | 0.003% | |
10/24/2024 | Orrstown Financial Services Inc. | 508,128 | $15.39M | 4.5% | +3,563.8% | 0.976% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 9,970 | $302K | 0.0% | N/A | 0.019% | |
10/21/2024 | Vicus Capital | 84,924 | $2.57M | 0.2% | -2.5% | 0.163% | |
10/21/2024 | Gerber LLC | 437,211 | $13.24M | 9.7% | +0.2% | 0.839% | |
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10/18/2024 | KMG Fiduciary Partners LLC | 134,079 | $4.06M | 0.4% | +384.4% | 0.257% | |
10/17/2024 | OmniStar Financial Group Inc. | 12,088 | $367K | 0.3% | +7.7% | 0.023% | |
10/17/2024 | Sax Wealth Advisors LLC | 28,322 | $858K | 0.1% | +12.2% | 0.054% | |
10/15/2024 | FMA Wealth Management LLC | 69,760 | $2.11M | 1.5% | N/A | 0.134% | |
10/11/2024 | Creative Planning | 10,404 | $315K | 0.0% | +25.2% | 0.020% | |
10/9/2024 | LongView Wealth Management | 43,922 | $1.33M | 0.4% | +7.6% | 0.084% | |
10/8/2024 | CWM LLC | 14,287 | $433K | 0.0% | +4,726.7% | 0.027% | |
10/7/2024 | Fragasso Financial Advisors Inc | 1,421,962 | $43.06M | 3.3% | +25.9% | 2.730% | |
8/19/2024 | EP Wealth Advisors LLC | 21,090 | $598K | 0.0% | N/A | 0.040% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 87,160 | $2.47M | 0.0% | +1,838.2% | 0.167% | |