| 5/30/2024 | Peninsula Wealth LLC | 517,757 | $23.82M | 3.0% | N/A | 0.311% | |
| 5/24/2024 | Cetera Advisors LLC | 220,245 | $10.13M | 0.1% | +572.2% | 0.132% | |
| 5/24/2024 | Cetera Investment Advisers | 339,486 | $15.62M | 0.0% | +16.7% | 0.204% | |
| 5/21/2024 | Atria Investments Inc | 72,771 | $3.35M | 0.0% | +6.5% | 0.044% | |
| 5/17/2024 | Comerica Bank | 5,265 | $242K | 0.0% | +5.0% | 0.003% | |
| 5/17/2024 | Semmax Financial Advisors Inc. | 11,361 | $514K | 0.2% | +44.5% | 0.007% | |
|
| 5/16/2024 | Redwood Investment Management LLC | 50,222 | $2.31M | 0.2% | +34.1% | 0.030% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 12,046 | $533K | 0.0% | +3.9% | 0.007% | |
| 5/16/2024 | Ancora Advisors LLC | 60,002 | $2.76M | 0.1% | -3.7% | 0.036% | |
| 5/16/2024 | High Falls Advisors Inc | 4,761 | $219K | 0.1% | N/A | 0.003% | |
| 5/16/2024 | Waverly Advisors LLC | 190,432 | $8.76M | 0.2% | +149.9% | 0.115% | |
| 5/16/2024 | Waterford Advisors LLC | 236,323 | $10.87M | 4.6% | +0.1% | 0.142% | |
| 5/16/2024 | Econ Financial Services Corp | 26,577 | $1.22M | 0.8% | -24.1% | 0.016% | |
| 5/15/2024 | Ascent Group LLC | 53,744 | $2.47M | 0.2% | +34.6% | 0.032% | |
| 5/15/2024 | Fairview Capital Investment Management LLC | 5,725 | $263K | 0.0% | -22.9% | 0.003% | |
| 5/14/2024 | OLD Mission Capital LLC | 186,330 | $8.57M | 0.1% | N/A | 0.112% | |
| 5/14/2024 | Freestone Capital Holdings LLC | 189,479 | $8.72M | 0.3% | -8.0% | 0.114% | |
| 5/14/2024 | CreativeOne Wealth LLC | 45,662 | $2.10M | 0.1% | +3.2% | 0.027% | |
| 5/14/2024 | Burns Matteson Capital Management LLC | 8,053 | $370K | 0.2% | -8.3% | 0.005% | |
| 5/14/2024 | Vaughan David Investments LLC IL | 7,528 | $346K | 0.0% | -9.2% | 0.005% | |
| 5/13/2024 | Index Fund Advisors Inc. | 5,017 | $231K | 0.0% | -40.0% | 0.003% | |
| 5/13/2024 | Cedar Wealth Management LLC | 41,676 | $1.92M | 0.6% | +5.1% | 0.025% | |
| 5/13/2024 | Ameritas Investment Partners Inc. | 10,816 | $498K | 0.0% | -12.0% | 0.007% | |
| 5/11/2024 | NYL Investors LLC | 71,700 | $3.30M | 0.1% | +9.5% | 0.043% | |
| 5/10/2024 | Osaic Holdings Inc. | 195,195 | $8.98M | 0.0% | -37.9% | 0.117% | |
| 5/10/2024 | Blue Barn Wealth LLC | 55,050 | $2.53M | 1.4% | -0.6% | 0.033% | |
| 5/10/2024 | TIAA Trust National Association | 7,152 | $329K | 0.0% | N/A | 0.004% | |
| 5/10/2024 | Cooper Haims Advisors LLC | 58,065 | $2.67M | 1.6% | -50.9% | 0.035% | |
| 5/10/2024 | Towercrest Capital Management | 533,012 | $24.52M | 4.1% | +1.7% | 0.321% | |
| 5/10/2024 | Nwam LLC | 42,271 | $1.92M | 0.2% | +7.8% | 0.025% | |
| 5/10/2024 | Reston Wealth Management LLC | 127,802 | $5.88M | 2.4% | +8.3% | 0.077% | |
| 5/9/2024 | Barden Capital Management Inc. | 4,704 | $216K | 0.2% | -13.8% | 0.003% | |
| 5/9/2024 | ProVise Management Group LLC | 79,240 | $3.65M | 0.3% | -27.7% | 0.048% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 19,384 | $892K | 0.0% | -31.2% | 0.012% | |
| 5/9/2024 | Maple Capital Management Inc. | 16,358 | $752K | 0.1% | +45.3% | 0.010% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 14,105 | $649K | 0.0% | +34.0% | 0.008% | |
| 5/9/2024 | Souders Financial Advisors | 6,332 | $291K | 0.0% | -19.4% | 0.004% | |
| 5/9/2024 | Texas Yale Capital Corp. | 6,434 | $296K | 0.0% | N/A | 0.004% | |
| 5/9/2024 | Endowment Wealth Management Inc. | 15,439 | $710K | 0.5% | +20.9% | 0.009% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 30,006 | $1.38M | 0.1% | -9.3% | 0.018% | |
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| 5/8/2024 | Schneider Downs Wealth Management Advisors LP | 143,875 | $6.62M | 1.5% | -17.5% | 0.087% | |
| 5/8/2024 | TSA Wealth Managment LLC | 442,519 | $20.36M | 8.9% | +10.0% | 0.266% | |
| 5/8/2024 | Ethos Financial Group LLC | 180,326 | $8.30M | 1.6% | +7.9% | 0.108% | |
| 5/8/2024 | Heritage Wealth Advisors | 4,192 | $193K | 0.0% | +1,166.5% | 0.003% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 228,069 | $10.49M | 0.1% | +16.9% | 0.137% | |
| 5/8/2024 | US Bancorp DE | 14,286 | $657K | 0.0% | -4.3% | 0.009% | |
| 5/7/2024 | WNY Asset Management LLC | 7,655 | $352K | 0.1% | -8.8% | 0.005% | |
| 5/7/2024 | Abbrea Capital LLC | 9,275 | $427K | 0.1% | -9.7% | 0.006% | |
| 5/7/2024 | WealthPLAN Partners LLC | 84,214 | $3.87M | 0.4% | +4.1% | 0.051% | |
| 5/7/2024 | Shared Vision Wealth Group LLC | 15,128 | $696K | 0.4% | -8.0% | 0.009% | |
| 5/7/2024 | PFG Advisors | 8,132 | $374K | 0.0% | -14.6% | 0.005% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 91,428 | $4.21M | 0.1% | +7.2% | 0.055% | |
| 5/7/2024 | Wealthspire Advisors LLC | 72,318 | $3.33M | 0.0% | -18.7% | 0.043% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 65,226 | $3M | 0.0% | -16.0% | 0.039% | |
| 5/6/2024 | Kades & Cheifetz LLC | 49,333 | $2.27M | 1.5% | +0.9% | 0.030% | |
| 5/6/2024 | W.H. Cornerstone Investments Inc. | 17,867 | $822K | 0.6% | -32.9% | 0.011% | |
| 5/6/2024 | ACR Alpine Capital Research LLC | 23,764 | $1.09M | 0.0% | +17.5% | 0.014% | |
| 5/4/2024 | Beacon Bridge Wealth Partners LLC | 191,431 | $8.81M | 4.2% | +1.6% | 0.115% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 22,650 | $1.04M | 0.0% | -9.2% | 0.014% | |
| 5/4/2024 | Csenge Advisory Group | 36,681 | $1.69M | 0.1% | +17.6% | 0.022% | |
| 5/3/2024 | FDx Advisors Inc. | 11,846 | $545K | 0.1% | -7.4% | 0.007% | |
| 5/3/2024 | Embree Financial Group | 21,709 | $999K | 0.2% | -13.1% | 0.013% | |
| 5/3/2024 | Catalina Capital Group LLC | 16,237 | $747K | 0.3% | -10.6% | 0.010% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 54,169 | $2.49M | 0.1% | -5.8% | 0.033% | |
| 5/3/2024 | Larson Financial Group LLC | 306,288 | $14.09M | 1.1% | -4.2% | 0.184% | |
| 5/3/2024 | Callan Capital LLC | 159,484 | $7.34M | 0.6% | -1.0% | 0.096% | |
| 5/3/2024 | AA Financial Advisors LLC | 7,708 | $355K | 0.1% | N/A | 0.005% | |
| 5/2/2024 | Mutual Advisors LLC | 272,580 | $12.54M | 0.4% | +22.9% | 0.164% | |
| 5/2/2024 | Smart Money Group LLC | 51,504 | $2.30M | 0.9% | -20.7% | 0.031% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 505,353 | $23.25M | 0.5% | -1.3% | 0.304% | |
| 5/2/2024 | GSB Wealth Management LLC | 19,467 | $895K | 0.3% | -81.1% | 0.012% | |
| 5/2/2024 | Vantage Financial Partners LLC | 207,570 | $9.55M | 2.6% | +1.1% | 0.125% | |
| 5/2/2024 | Alliance Wealth Management Group | 517,757 | $23.82M | 6.9% | +1.6% | 0.311% | |
| 5/2/2024 | Lewis Asset Management LLC | 10,603 | $488K | 0.4% | -4.2% | 0.006% | |
| 5/2/2024 | REDW Wealth LLC | 5,081 | $234K | 0.1% | -10.1% | 0.003% | |
| 5/1/2024 | Wakefield Asset Management LLLP | 129,276 | $5.95M | 2.1% | +3.9% | 0.078% | |
| 5/1/2024 | Resonant Capital Advisors LLC | 5,198 | $239K | 0.0% | N/A | 0.003% | |
| 5/1/2024 | Cherry Tree Wealth Management LLC | 36,218 | $1.67M | 0.4% | +5.8% | 0.022% | |
| 5/1/2024 | Blue Trust Inc. | 215,180 | $9.90M | 0.1% | +64.8% | 0.129% | |
| 5/1/2024 | Ballast Advisors LLC | 40,991 | $1.89M | 0.6% | -3.4% | 0.025% | |
| 5/1/2024 | Avior Wealth Management LLC | 79,706 | $3.67M | 0.2% | +1.6% | 0.048% | |
| 5/1/2024 | Retirement Group LLC | 38,351 | $1.76M | 0.6% | -14.1% | 0.023% | |
| 5/1/2024 | Worth Financial Advisory Group LLC | 10,620 | $489K | 0.3% | N/A | 0.006% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 573,490 | $26.38M | 0.3% | +1.0% | 0.345% | |
| 4/30/2024 | Private Advisor Group LLC | 23,383 | $1.08M | 0.0% | -8.7% | 0.014% | |
| 4/30/2024 | Curtis Advisory Group LLC | 86,164 | $3.96M | 1.5% | +22.3% | 0.052% | |
| 4/30/2024 | HB Wealth Management LLC | 9,464 | $435K | 0.0% | -44.5% | 0.006% | |
| 4/30/2024 | Valley Forge Investment Consultants Inc. ADV | 43,827 | $2.02M | 0.8% | +4.1% | 0.026% | |
| 4/30/2024 | MN Wealth Advisors LLC | 50,865 | $2.34M | 1.4% | +12.0% | 0.031% | |
| 4/30/2024 | JMG Financial Group Ltd. | 216,561 | $9.96M | 0.4% | -0.9% | 0.130% | |
Don’t make this retirement mistake (Ad) If you have over $100,000 in your 401K or IRA…
Then listen closely…
Your money is rotting away, and you might not even realize it. Reserve your seat here. |
| 4/30/2024 | Signet Investment Advisory Group Inc. | 17,363 | $799K | 0.4% | +3.7% | 0.010% | |
| 4/30/2024 | Perigon Wealth Management LLC | 46,648 | $2.15M | 0.1% | -2.6% | 0.028% | |
| 4/30/2024 | Mayflower Financial Advisors LLC | 126,094 | $5.80M | 0.5% | +3.9% | 0.076% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 99,425 | $4.57M | 0.0% | -0.3% | 0.060% | |
| 4/29/2024 | FAS Wealth Partners Inc. | 320,085 | $14.72M | 1.3% | +0.4% | 0.192% | |
| 4/29/2024 | ETF Store Inc. | 108,240 | $4.98M | 2.8% | +17.9% | 0.065% | |
| 4/29/2024 | Lederer & Associates Investment Counsel CA | 14,157 | $651K | 0.5% | +1.8% | 0.009% | |
| 4/29/2024 | Aspire Wealth Management Corp | 2,692 | $124K | 0.1% | -52.2% | 0.002% | |
| 4/29/2024 | Forthright Family Wealth Advisory LLC | 125,786 | $5.79M | 3.9% | +22.7% | 0.076% | |
| 4/29/2024 | American Capital Advisory LLC | 10,078 | $473K | 0.4% | +2.6% | 0.006% | |
