| 5/16/2024 | Captrust Financial Advisors | 1,460,625 | $89.17M | 0.3% | +7.9% | 0.318% | |
| 5/16/2024 | Econ Financial Services Corp | 12,939 | $790K | 0.5% | -8.4% | 0.003% | |
| 5/15/2024 | SVB Wealth LLC | 34,618 | $2.11M | 0.0% | +1.9% | 0.008% | |
| 5/15/2024 | Quantum Capital Management LLC NJ | 4,114 | $251K | 0.0% | -4.6% | 0.001% | |
| 5/15/2024 | Quadrature Capital Ltd | 15,143 | $924K | 0.0% | N/A | 0.003% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 9,143 | $558K | 0.0% | -21.8% | 0.002% | |
|
| 5/14/2024 | EP Wealth Advisors LLC | 20,875 | $1.27M | 0.0% | -36.9% | 0.005% | |
| 5/14/2024 | Wellington Wealth Strategies LLC. | 3,546 | $216K | 0.1% | N/A | 0.001% | |
| 5/14/2024 | Freestone Capital Holdings LLC | 15,002 | $916K | 0.0% | +180.5% | 0.003% | |
| 5/14/2024 | CreativeOne Wealth LLC | 5,335 | $326K | 0.0% | +7.8% | 0.001% | |
| 5/14/2024 | TFO Wealth Partners LLC | 2,672 | $163K | 0.0% | -18.0% | 0.001% | |
| 5/14/2024 | Sentinel Pension Advisors Inc. | 3,368 | $206K | 0.0% | N/A | 0.001% | |
| 5/14/2024 | Crewe Advisors LLC | 8,089 | $494K | 0.1% | +5.7% | 0.002% | |
| 5/14/2024 | Elgethun Capital Management | 246,006 | $15.03M | 3.8% | +1.7% | 0.054% | |
| 5/14/2024 | InterOcean Capital Group LLC | 17,228 | $1.05M | 0.0% | +5.8% | 0.004% | |
| 5/14/2024 | National Bank of Canada FI | 1,312,484 | $79.54M | 0.1% | +22.0% | 0.286% | |
| 5/13/2024 | Goepper Burkhardt LLC | 359,423 | $21.79M | 10.1% | +1.5% | 0.078% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 20,740 | $1.27M | 0.0% | +3.5% | 0.005% | |
| 5/13/2024 | Penobscot Investment Management Company Inc. | 21,781 | $1.33M | 0.1% | +5.7% | 0.005% | |
| 5/11/2024 | Spreng Capital Management Inc. | 128,524 | $7.85M | 4.2% | -4.3% | 0.028% | |
| 5/11/2024 | Alley Investment Management Company LLC | 3,562 | $217K | 0.0% | N/A | 0.001% | |
| 5/11/2024 | NYL Investors LLC | 64,200 | $3.92M | 0.1% | -8.3% | 0.014% | |
| 5/11/2024 | Orion Capital Management LLC | 3,819 | $233K | 0.1% | +10.9% | 0.001% | |
| 5/11/2024 | Northern Capital Management Inc. | 13,525 | $826K | 0.6% | +12.7% | 0.003% | |
| 5/10/2024 | Osaic Holdings Inc. | 513,791 | $31.37M | 0.1% | +9.6% | 0.112% | |
| 5/10/2024 | TIAA Trust National Association | 34,617 | $2.11M | 0.0% | -0.5% | 0.008% | |
| 5/10/2024 | Garrison Asset Management LLC | 84,808 | $5.18M | 2.7% | -0.8% | 0.018% | |
| 5/10/2024 | Councilmark Asset Management LLC | 4,430 | $270K | 0.2% | N/A | 0.001% | |
| 5/10/2024 | Towercrest Capital Management | 166,769 | $10.18M | 1.7% | -2.1% | 0.036% | |
| 5/10/2024 | Pinkerton Retirement Specialists LLC | 339,503 | $20.73M | 3.3% | -21.1% | 0.074% | |
| 5/10/2024 | Truepoint Inc. | 404,004 | $24.66M | 0.7% | -1.7% | 0.088% | |
| 5/10/2024 | Nwam LLC | 7,204 | $438K | 0.0% | N/A | 0.002% | |
| 5/9/2024 | Socha Financial Group LLC | 992,599 | $60.60M | 26.6% | +0.3% | 0.216% | |
| 5/9/2024 | Barden Capital Management Inc. | 25,087 | $1.53M | 1.5% | -5.8% | 0.005% | |
| 5/9/2024 | Great Lakes Retirement Inc. | 304,321 | $18.58M | 2.7% | -2.3% | 0.066% | |
| 5/9/2024 | Brighton Jones LLC | 56,877 | $3.47M | 0.1% | +0.4% | 0.012% | |
| 5/9/2024 | ProVise Management Group LLC | 89,413 | $5.46M | 0.5% | +1.7% | 0.019% | |
| 5/9/2024 | Blair William & Co. IL | 58,746 | $3.59M | 0.0% | -0.3% | 0.013% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 3,310 | $202K | 0.0% | N/A | 0.001% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 1,037,366 | $63.33M | 2.2% | +0.7% | 0.226% | |
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| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 10,214 | $624K | 0.0% | +2.1% | 0.002% | |
| 5/9/2024 | Souders Financial Advisors | 82,957 | $5.07M | 0.8% | +3.2% | 0.018% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 59,922 | $3.66M | 0.4% | -27.9% | 0.013% | |
| 5/8/2024 | FPC Investment Advisory Inc. | 3,510 | $206K | 0.2% | N/A | 0.001% | |
| 5/8/2024 | Cozad Asset Management Inc. | 61,385 | $3.75M | 0.4% | -0.7% | 0.013% | |
| 5/8/2024 | Bell Investment Advisors Inc | 18,779 | $1.15M | 0.2% | -19.6% | 0.004% | |
| 5/8/2024 | Sheets Smith Wealth Management | 128,268 | $7.83M | 0.9% | +3.1% | 0.028% | |
| 5/8/2024 | Ethos Financial Group LLC | 556,614 | $34.05M | 6.5% | +1.2% | 0.121% | |
| 5/8/2024 | Tanglewood Wealth Management Inc. | 257,151 | $15.70M | 1.9% | -2.1% | 0.056% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 11,473 | $700K | 0.0% | +21.2% | 0.002% | |
| 5/8/2024 | US Bancorp DE | 20,419 | $1.25M | 0.0% | +53.1% | 0.004% | |
| 5/8/2024 | QRG Capital Management Inc. | 9,128 | $557K | 0.0% | +4.3% | 0.002% | |
| 5/7/2024 | Chilton Capital Management LLC | 18,890 | $1.15M | 0.1% | -2.4% | 0.004% | |
| 5/7/2024 | Atomi Financial Group Inc. | 165,478 | $10.10M | 0.9% | -3.2% | 0.036% | |
| 5/7/2024 | Facet Wealth Inc. | 14,913 | $897K | 0.0% | -34.9% | 0.003% | |
| 5/7/2024 | Highland Capital Management LLC | 57,529 | $3.51M | 0.2% | -0.3% | 0.013% | |
| 5/7/2024 | PFG Advisors | 86,183 | $5.26M | 0.4% | -5.9% | 0.019% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 33,178 | $2.03M | 0.1% | -6.8% | 0.007% | |
| 5/7/2024 | Wealthspire Advisors LLC | 61,543 | $3.76M | 0.1% | -2.1% | 0.013% | |
| 5/7/2024 | Empowered Funds LLC | 6,558 | $400K | 0.0% | N/A | 0.001% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 214,026 | $13.07M | 0.0% | -1.6% | 0.047% | |
| 5/6/2024 | SYM FINANCIAL Corp | 258,682 | $15.79M | 2.6% | -40.6% | 0.056% | |
| 5/6/2024 | W.H. Cornerstone Investments Inc. | 9,186 | $561K | 0.4% | -7.6% | 0.002% | |
| 5/6/2024 | Advisory Alpha LLC | 32,453 | $1.98M | 0.1% | +1.7% | 0.007% | |
| 5/4/2024 | Evolution Advisers Inc. | 1,134 | $70K | 0.0% | +50.0% | 0.000% | |
| 5/4/2024 | PrairieView Partners LLC | 237,713 | $14.51M | 1.7% | -2.8% | 0.052% | |
| 5/4/2024 | Evergreen Advisors LLC | 2,161,447 | $131.96M | 40.3% | -2.1% | 0.470% | |
| 5/4/2024 | Noesis Capital Mangement Corp | 3,365 | $205K | 0.0% | N/A | 0.001% | |
| 5/4/2024 | Vista Capital Partners Inc. | 195,964 | $11.96M | 1.5% | -1.1% | 0.043% | |
| 5/4/2024 | Essex LLC | 33,724 | $2.06M | 0.5% | -4.6% | 0.007% | |
| 5/4/2024 | Silver Oak Advisory Group Inc. | 66,333 | $4.05M | 2.3% | -4.0% | 0.014% | |
| 5/4/2024 | Paulson Wealth Management Inc. | 7,996 | $488K | 0.1% | -4.2% | 0.002% | |
| 5/4/2024 | Csenge Advisory Group | 48,489 | $2.96M | 0.2% | -1.2% | 0.011% | |
| 5/4/2024 | Joseph P. Lucia & Associates LLC | 92,057 | $5.62M | 3.0% | +50.2% | 0.020% | |
| 5/3/2024 | Signaturefd LLC | 47,841 | $2.92M | 0.1% | +15.9% | 0.010% | |
| 5/3/2024 | Embree Financial Group | 127,800 | $7.80M | 1.5% | -4.0% | 0.028% | |
| 5/3/2024 | Carson Advisory Inc. | 3,448 | $210K | 0.1% | -5.1% | 0.001% | |
| 5/3/2024 | RIA Advisory Group LLC | 8,103 | $495K | 0.2% | N/A | 0.002% | |
| 5/3/2024 | Larson Financial Group LLC | 4,776 | $292K | 0.0% | +3.7% | 0.001% | |
| 5/3/2024 | Callan Capital LLC | 2,023,929 | $123.56M | 10.9% | -4.8% | 0.441% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 10,659 | $651K | 0.1% | N/A | 0.002% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 9,249 | $565K | 0.0% | +30.8% | 0.002% | |
| 5/3/2024 | Chevy Chase Trust Holdings LLC | 82,415 | $5.03M | 0.0% | -1.7% | 0.018% | |
| 5/3/2024 | AA Financial Advisors LLC | 5,373 | $328K | 0.1% | N/A | 0.001% | |
| 5/3/2024 | Liberty Wealth Management LLC | 5,264 | $321K | 0.1% | +16.9% | 0.001% | |
| 5/2/2024 | Mutual Advisors LLC | 72,850 | $4.45M | 0.1% | +6.0% | 0.016% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 936,495 | $57.17M | 1.3% | +2.7% | 0.204% | |
| 5/2/2024 | Pegasus Asset Management Inc. | 407,341 | $24.87M | 9.6% | +1.6% | 0.089% | |
| 5/2/2024 | Farrow Financial Inc. | 13,181 | $805K | 0.6% | -4.4% | 0.003% | |
| 5/2/2024 | Hudock Inc. | 11,507 | $703K | 0.2% | -7.9% | 0.003% | |
Wall Street legend who predicted 2021 tech crash issues new warning (Ad) People around the world follow 50-year Wall Street veteran Marc Chaikin for his surprisingly accurate stock predictions.
And he just issued an urgent WARNING for some of the most popular stocks in U.S. history. Watch his stock warning right here, 100% free of charge |
| 5/2/2024 | Hardy Reed LLC | 7,719 | $471K | 0.1% | +27.3% | 0.002% | |
| 5/2/2024 | Gilbert & Cook Inc. | 9,175 | $560K | 0.1% | -2.9% | 0.002% | |
| 5/2/2024 | Almanack Investment Partners LLC. | 237,425 | $14.50M | 2.5% | +36.8% | 0.052% | |
| 5/2/2024 | Alliance Wealth Management Group | 166,693 | $10.18M | 2.9% | -2.1% | 0.036% | |
| 5/2/2024 | Choreo LLC | 32,409 | $1.98M | 0.1% | +26.0% | 0.007% | |
| 5/2/2024 | Family Firm Inc. | 118,537 | $7.24M | 1.7% | +8.0% | 0.026% | |
| 5/2/2024 | Palisade Asset Management LLC | 925 | $56K | 0.0% | N/A | 0.000% | |
| 5/2/2024 | REDW Wealth LLC | 61,596 | $3.76M | 1.0% | -2.4% | 0.013% | |
| 5/2/2024 | Pullen Investment Management LLC | 78,507 | $4.79M | 4.0% | N/A | 0.017% | |
| 5/2/2024 | Regent Peak Wealth Advisors LLC | 27,898 | $1.70M | 0.4% | -4.3% | 0.006% | |
