4/27/2024 | Kellett Wealth Advisors LLC | 3,628 | $457K | 0.3% | +4.9% | 0.002% | |
4/27/2024 | Glass Jacobson Investment Advisors llc | 7,604 | $958K | 0.4% | +6.0% | 0.005% | |
4/26/2024 | Pinnacle Associates Ltd. | 38,786 | $4.89M | 0.1% | -0.6% | 0.026% | |
4/26/2024 | Aspen Investment Management Inc | 6,762 | $852K | 0.4% | +35.5% | 0.005% | |
4/26/2024 | McGuire Investment Group LLC | 10,847 | $1.37M | 0.2% | +5.2% | 0.007% | |
4/26/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 25,845 | $3.17M | 1.3% | -5.2% | 0.018% | |
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4/26/2024 | MBA Advisors LLC | 2,979 | $375K | 0.2% | -11.9% | 0.002% | |
4/26/2024 | LifeSteps Financial Inc. | 410 | $52K | 0.0% | N/A | 0.000% | |
4/26/2024 | Farmers & Merchants Trust Co of Chambersburg PA | 21,575 | $2.72M | 1.1% | -4.5% | 0.015% | |
4/26/2024 | YHB Investment Advisors Inc. | 807 | $102K | 0.0% | N/A | 0.001% | |
4/26/2024 | First National Trust Co | 3,969 | $500K | 0.0% | -6.7% | 0.003% | |
4/26/2024 | Sage Rhino Capital LLC | 52,871 | $6.66M | 1.6% | -1.9% | 0.036% | |
4/26/2024 | LifePro Asset Management | 3,341 | $421K | 0.3% | +7.6% | 0.002% | |
4/26/2024 | Sigma Investment Counselors Inc. | 1,595 | $201K | 0.0% | -21.4% | 0.001% | |
4/26/2024 | KG&L Capital Management LLC | 2,722 | $343K | 0.1% | -7.3% | 0.002% | |
4/26/2024 | Terra Nova Asset Management LLC | 3,191 | $402K | 0.3% | +60.5% | 0.002% | |
4/26/2024 | Tritonpoint Wealth LLC | 64,748 | $8.16M | 0.8% | +6.4% | 0.044% | |
4/25/2024 | Equitable Trust Co. | 3,322 | $418K | 0.0% | -15.2% | 0.002% | |
4/25/2024 | Armor Investment Advisors LLC | 381 | $48K | 0.0% | +33.7% | 0.000% | |
4/25/2024 | Valeo Financial Advisors LLC | 9,231 | $1.13M | 0.0% | +13.8% | 0.006% | |
4/25/2024 | Long Run Wealth Advisors LLC | 46,810 | $5.90M | 1.6% | +4.9% | 0.032% | |
4/25/2024 | Summit Financial LLC | 58,149 | $7.32M | 0.4% | -0.4% | 0.039% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 125,970 | $15.87M | 0.1% | +23.3% | 0.085% | |
4/24/2024 | Private Trust Co. NA | 7,131 | $898K | 0.1% | +24.5% | 0.005% | |
4/24/2024 | Krilogy Financial LLC | 84,375 | $10.63M | 0.8% | +3.4% | 0.057% | |
4/24/2024 | CENTRAL TRUST Co | 6,840 | $862K | 0.0% | -9.5% | 0.005% | |
4/24/2024 | 1900 Wealth Management LLC | 1,967 | $248K | 0.0% | +11.4% | 0.001% | |
4/24/2024 | Activest Wealth Management | 6,118 | $771K | 0.4% | +92.6% | 0.004% | |
4/24/2024 | Fulcrum Equity Management | 5,199 | $655K | 0.8% | +59.1% | 0.004% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 1,632 | $206K | 0.0% | -15.8% | 0.001% | |
4/24/2024 | Premier Path Wealth Partners LLC | 55,731 | $7.02M | 1.3% | +19.5% | 0.038% | |
4/24/2024 | Zullo Investment Group Inc. | 20,129 | $2.54M | 1.2% | +1.9% | 0.014% | |
4/24/2024 | Round Rock Advisors LLC | 94,221 | $11.87M | 2.8% | +1.0% | 0.064% | |
4/24/2024 | Paragon Financial Partners Inc. | 1,779 | $224K | 0.2% | N/A | 0.001% | |
4/24/2024 | Dakota Wealth Management | 65,421 | $8.24M | 0.2% | +4.1% | 0.044% | |
4/24/2024 | SOL Capital Management CO | 13,395 | $1.69M | 0.2% | -5.0% | 0.009% | |
4/24/2024 | Simplicity Wealth LLC | 36,245 | $4.57M | 0.1% | N/A | 0.025% | |
4/24/2024 | Avitas Wealth Management LLC | 10,929 | $1.38M | 0.2% | -1.9% | 0.007% | |
4/24/2024 | Spire Wealth Management | 199,526 | $25.13M | 1.0% | +5.6% | 0.135% | |
4/24/2024 | Essex Financial Services Inc. | 4,380 | $552K | 0.1% | +48.1% | 0.003% | |
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4/24/2024 | Solstein Capital LLC | 4,490 | $566K | 0.4% | +2.6% | 0.003% | |
4/24/2024 | H&H Retirement Design & Management INC | 35,903 | $4.36M | 2.9% | -12.8% | 0.024% | |
4/24/2024 | Bar Harbor Wealth Management | 156,243 | $19.68M | 1.3% | +0.6% | 0.106% | |
4/23/2024 | Lunt Capital Management Inc. | 5,304 | $668K | 0.3% | -1.7% | 0.004% | |
4/23/2024 | Busey Bank | 62,596 | $7.89M | 0.3% | -4.2% | 0.042% | |
4/23/2024 | Bfsg LLC | 24,977 | $3.15M | 0.4% | +6.0% | 0.017% | |
4/23/2024 | Global Retirement Partners LLC | 35,521 | $4.47M | 0.2% | +3.1% | 0.024% | |
4/23/2024 | United Asset Strategies Inc. | 24,096 | $3.04M | 0.3% | -15.3% | 0.016% | |
4/23/2024 | WASHINGTON TRUST Co | 4,054 | $511K | 0.0% | +8.3% | 0.003% | |
4/23/2024 | Venturi Wealth Management LLC | 24,200 | $3.05M | 0.2% | +10.5% | 0.016% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 5,821 | $733K | 0.1% | -14.9% | 0.004% | |
4/23/2024 | Gradient Investments LLC | 216 | $27K | 0.0% | +91.2% | 0.000% | |
4/23/2024 | TrueWealth Advisors LLC | 2,822 | $355K | 0.1% | -5.3% | 0.002% | |
4/23/2024 | Tyche Wealth Partners LLC | 3,814 | $480K | 0.1% | +12.3% | 0.003% | |
4/23/2024 | Fifth Third Bancorp | 107,583 | $13.55M | 0.1% | -11.3% | 0.073% | |
4/23/2024 | Principle Wealth Partners LLC | 9,200 | $1.16M | 0.1% | -8.0% | 0.006% | |
4/23/2024 | Strategic Blueprint LLC | 3,692 | $465K | 0.0% | +31.1% | 0.003% | |
4/23/2024 | Accurate Wealth Management LLC | 48,056 | $5.79M | 1.7% | N/A | 0.033% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 752,977 | $94.85M | 0.1% | -15.4% | 0.511% | |
4/23/2024 | Sapient Capital LLC | 6,449 | $812K | 0.0% | -3.4% | 0.004% | |
4/22/2024 | Strategic Financial Concepts LLC | 4,919 | $620K | 0.1% | N/A | 0.003% | |
4/22/2024 | Byrne Asset Management LLC | 1,240 | $156K | 0.1% | +13.4% | 0.001% | |
4/22/2024 | Rovin Capital UT ADV | 10,367 | $1.31M | 0.5% | +6.4% | 0.007% | |
4/22/2024 | Kessler Investment Group LLC | 6,665 | $840K | 0.5% | +62.2% | 0.005% | |
4/22/2024 | PFG Investments LLC | 3,155 | $397K | 0.0% | N/A | 0.002% | |
4/22/2024 | Sterling Investment Management LLC | 2,376 | $299K | 0.2% | -6.0% | 0.002% | |
4/22/2024 | Parsons Capital Management Inc. RI | 12,012 | $1.51M | 0.1% | +17.6% | 0.008% | |
4/22/2024 | Donaldson Capital Management LLC | 3,851 | $485K | 0.0% | -82.2% | 0.003% | |
4/22/2024 | Raymond James & Associates | 980,174 | $123.46M | 0.1% | -2.7% | 0.665% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 56,132 | $7.07M | 0.4% | -12.1% | 0.038% | |
4/22/2024 | American Institute for Advanced Investment Management LLP | 3,407 | $429K | 0.3% | +11.4% | 0.002% | |
4/22/2024 | Strategic Advisors LLC | 3,221 | $406K | 0.1% | -3.3% | 0.002% | |
4/19/2024 | Teamwork Financial Advisors LLC | 92,575 | $11.66M | 1.8% | +2,761.7% | 0.063% | |
4/19/2024 | Park Edge Advisors LLC | 1,777 | $224K | 0.1% | N/A | 0.001% | |
4/19/2024 | Capital Wealth Management LLC | 2,565 | $323K | 0.2% | N/A | 0.002% | |
4/19/2024 | First Trust Direct Indexing L.P. | 1,594 | $201K | 0.0% | N/A | 0.001% | |
4/19/2024 | Wealthstar Advisors LLC | 2,426 | $312K | 0.1% | -14.9% | 0.002% | |
4/19/2024 | Cornerstone Wealth Management LLC | 16,695 | $2.10M | 0.2% | -2.1% | 0.011% | |
4/19/2024 | Advisor Resource Council | 11,860 | $1.49M | 0.6% | -82.1% | 0.008% | |
4/19/2024 | Massachusetts Wealth Management | 17,316 | $2.18M | 1.5% | +32.1% | 0.012% | |
4/19/2024 | Financial Sense Advisors Inc. | 10,670 | $1.34M | 0.4% | +31.4% | 0.007% | |
4/19/2024 | Pachira Investments Inc. | 2,323 | $293K | 0.2% | N/A | 0.002% | |
4/19/2024 | Trust Co. of Oklahoma | 50,336 | $6.34M | 2.3% | +10.0% | 0.034% | |
4/19/2024 | Platt Investment Counsel LLC | 47,264 | $5.95M | 5.7% | +69.4% | 0.032% | |
4/19/2024 | E&G Advisors LP | 5,795 | $730K | 0.2% | +23.6% | 0.004% | |
4/19/2024 | Valeo Financial Advisors LLC | 9,231 | $1.16M | 0.0% | +13.8% | 0.006% | |
4/19/2024 | Tradewinds Capital Management LLC | 645 | $81K | 0.0% | -68.8% | 0.000% | |
4/18/2024 | Silverlake Wealth Management LLC | 3,581 | $451K | 0.2% | +46.0% | 0.002% | |
4/18/2024 | SeaCrest Wealth Management LLC | 5,997 | $755K | 0.1% | -9.2% | 0.004% | |
4/18/2024 | Measured Wealth Private Client Group LLC | 32,359 | $4.08M | 1.4% | +1,340.7% | 0.022% | |
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4/18/2024 | Shira Ridge Wealth Management | 35,982 | $4.53M | 2.6% | +31.4% | 0.024% | |
4/18/2024 | Quattro Financial Advisors LLC | 9,777 | $1.23M | 0.4% | +8,476.3% | 0.007% | |
4/18/2024 | Eagle Ridge Investment Management | 2,708 | $341K | 0.0% | -6.7% | 0.002% | |
4/18/2024 | MV Capital Management Inc. | 5,914 | $745K | 0.1% | -3.0% | 0.004% | |
4/18/2024 | Exchange Capital Management Inc. | 11,077 | $1.40M | 0.2% | -2.1% | 0.008% | |
4/18/2024 | Narus Financial Partners LLC | 5,008 | $631K | 0.3% | +3.9% | 0.003% | |
4/18/2024 | Iams Wealth Management LLC | 2,067 | $249K | 0.2% | N/A | 0.001% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 66,362 | $8.36M | 0.0% | -11.1% | 0.045% | |
4/18/2024 | Colton Groome Financial Advisors LLC | 28,199 | $3.55M | 1.4% | +3.2% | 0.019% | |
4/18/2024 | WESPAC Advisors SoCal LLC | 78,137 | $9.84M | 2.6% | +2.1% | 0.053% | |