4/18/2024 | MBM Wealth Consultants LLC | 165,657 | $8.46M | 3.0% | +7.9% | 0.118% | |
4/18/2024 | Shira Ridge Wealth Management | 77,018 | $3.93M | 2.3% | +0.3% | 0.055% | |
4/18/2024 | Toews Corp ADV | 127,000 | $6.49M | 1.1% | N/A | 0.090% | |
4/18/2024 | Narus Financial Partners LLC | 5,773 | $295K | 0.1% | N/A | 0.004% | |
4/18/2024 | Park Place Capital Corp | 4,155 | $212K | 0.1% | -8.8% | 0.003% | |
4/18/2024 | Miracle Mile Advisors LLC | 75,006 | $3.83M | 0.1% | +2.7% | 0.053% | |
|
4/18/2024 | SteelPeak Wealth LLC | 6,085 | $311K | 0.0% | +19.5% | 0.004% | |
4/18/2024 | Breakwater Capital Group | 14,189 | $724K | 0.2% | +2.3% | 0.010% | |
4/18/2024 | WJ Wealth Management LLC | 8,997 | $459K | 0.2% | -19.2% | 0.006% | |
4/18/2024 | Chatham Capital Group Inc. | 117,675 | $6.01M | 1.1% | -8.1% | 0.084% | |
4/17/2024 | Founders Financial Securities LLC | 4,344 | $222K | 0.0% | N/A | 0.003% | |
4/17/2024 | Guidance Capital Inc. | 84,716 | $4.32M | 1.6% | +22.7% | 0.060% | |
4/17/2024 | Vicus Capital | 7,864 | $402K | 0.0% | +5.4% | 0.006% | |
4/17/2024 | Stephens Group Asset Management LLC | 16,580 | $847K | 0.1% | +12.0% | 0.012% | |
4/16/2024 | Monumental Financial Group Inc. | 106,867 | $5.46M | 2.9% | -1.7% | 0.076% | |
4/16/2024 | Weaver Consulting Group | 87,446 | $4.47M | 1.7% | +5.9% | 0.062% | |
4/16/2024 | Occidental Asset Management LLC | 230,728 | $11.78M | 2.2% | +4.7% | 0.164% | |
4/16/2024 | Calton & Associates Inc. | 12,124 | $619K | 0.3% | -11.6% | 0.009% | |
4/16/2024 | Ameliora Wealth Management Ltd. | 11,620 | $593K | 0.3% | +4.6% | 0.008% | |
4/16/2024 | Register Financial Advisors LLC | 11,821 | $604K | 0.3% | +96.1% | 0.008% | |
4/16/2024 | Capital Asset Advisory Services LLC | 55,955 | $2.85M | 0.2% | +2.3% | 0.040% | |
4/16/2024 | Courier Capital LLC | 205,545 | $10.50M | 0.8% | -4.0% | 0.146% | |
4/16/2024 | Powell Investment Advisors LLC | 14,997 | $766K | 0.4% | -7.8% | 0.011% | |
4/16/2024 | Dohj LLC | 48,141 | $2.46M | 0.7% | -12.1% | 0.034% | |
4/16/2024 | RiverTree Advisors LLC | 38,412 | $1.96M | 1.3% | -1.2% | 0.027% | |
4/16/2024 | Chesley Taft & Associates LLC | 113,850 | $5.81M | 0.3% | +13.7% | 0.081% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 23,955 | $1.22M | 0.0% | -51.6% | 0.017% | |
4/16/2024 | Advocacy Wealth Management Services LLC | 935,314 | $47.76M | 4.1% | -8.5% | 0.664% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 5,640 | $288K | 0.0% | N/A | 0.004% | |
4/15/2024 | Clarity Financial LLC | 32,954 | $1.68M | 0.3% | +21.3% | 0.023% | |
4/15/2024 | Cascade Wealth Advisors Inc | 200,082 | $10.19M | 8.7% | N/A | 0.142% | |
4/15/2024 | Brookstone Capital Management | 50,723 | $2.59M | 0.0% | -17.8% | 0.036% | |
4/15/2024 | Eagle Rock Investment Company LLC | 4,354 | $222K | 0.0% | N/A | 0.003% | |
4/15/2024 | Rezny Wealth Management Inc. | 352,600 | $18.00M | 5.2% | -3.8% | 0.250% | |
4/15/2024 | Flagstar Advisors Inc. | 19,498 | $996K | 0.3% | +20.5% | 0.014% | |
4/15/2024 | Disciplined Investments LLC | 16,814 | $859K | 0.5% | +2.2% | 0.012% | |
4/12/2024 | Keystone Wealth Services LLC | 15,441 | $788K | 0.3% | -12.5% | 0.011% | |
4/12/2024 | Crane Advisory LLC | 3,936 | $200K | 0.0% | N/A | 0.003% | |
4/12/2024 | Global Assets Advisory LLC | 83,091 | $4.24M | 0.0% | N/A | 0.059% | |
4/12/2024 | Southland Equity Partners LLC | 3,935 | $201K | 0.1% | -5.5% | 0.003% | |
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4/11/2024 | Single Point Partners LLC | 136,000 | $6.94M | 1.6% | +1.9% | 0.097% | |
4/11/2024 | Royal Fund Management LLC | 96,711 | $4.94M | 0.5% | -45.3% | 0.069% | |
4/11/2024 | RDA Financial Network | 56,906 | $2.91M | 1.0% | -1.1% | 0.040% | |
4/11/2024 | Salem Investment Counselors Inc. | 5,020 | $256K | 0.0% | -16.9% | 0.004% | |
4/11/2024 | FOCUS Wealth Advisors LLC | 36,727 | $1.88M | 1.0% | +5.5% | 0.026% | |
4/11/2024 | RFG Advisory LLC | 198,763 | $10.15M | 0.3% | -13.6% | 0.141% | |
4/10/2024 | Park Avenue Securities LLC | 30,116 | $1.54M | 0.0% | +47.8% | 0.021% | |
4/10/2024 | Weitzel Financial Services Inc. | 81,249 | $4.13M | 2.1% | -38.4% | 0.058% | |
4/10/2024 | Banque Cantonale Vaudoise | 5,135 | $262K | 0.0% | +35.8% | 0.004% | |
4/10/2024 | Perennial Advisors LLC | 144,623 | $7.38M | 1.7% | +3.3% | 0.103% | |
4/9/2024 | Destiny Wealth Partners LLC | 42,899 | $2.19M | 0.4% | -2.7% | 0.030% | |
4/5/2024 | First Hawaiian Bank | 83,016 | $4.24M | 0.1% | -0.5% | 0.059% | |
4/5/2024 | Capital Market Strategies LLC | 89,241 | $4.56M | 3.5% | +867.9% | 0.063% | |
4/5/2024 | Summit Financial Group Inc. | 4,585 | $234K | 0.1% | -47.4% | 0.003% | |
4/5/2024 | Insight Wealth Strategies LLC | 66,621 | $3.40M | 0.5% | +5.4% | 0.047% | |
4/2/2024 | Waller Financial Planning Group Inc. | 46,992 | $2.40M | 0.6% | -11.8% | 0.033% | |
3/19/2024 | Financial Life Advisors | 4,988 | $252K | 0.1% | -42.0% | 0.004% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 44,675 | $2.26M | 0.1% | -63.5% | 0.032% | |
3/14/2024 | Muirfield Wealth Advisors LLC | 4,922 | $249K | 0.3% | N/A | 0.003% | |
3/6/2024 | SageView Advisory Group LLC | 5,795 | $295K | 0.0% | -24.5% | 0.004% | |
3/1/2024 | ARK & TLK Investments LLC | 10,158 | $514K | 0.2% | N/A | 0.007% | |
3/1/2024 | Goldman Sachs Group Inc. | 505,810 | $25.60M | 0.0% | +8.8% | 0.359% | |
2/29/2024 | Scarborough Advisors LLC | 81,447 | $4.12M | 0.8% | -3.6% | 0.058% | |
2/28/2024 | EP Wealth Advisors LLC | 5,172 | $262K | 0.0% | +24.7% | 0.004% | |
2/26/2024 | Syon Capital LLC | 22,359 | $1.13M | 0.1% | +18.8% | 0.016% | |
2/26/2024 | Centaurus Financial Inc. | 5,987 | $303K | 0.0% | N/A | 0.004% | |
2/26/2024 | Integrated Advisors Network LLC | 12,651 | $640K | 0.0% | -73.3% | 0.009% | |
2/23/2024 | Beacon Financial Group | 272,099 | $13.77M | 1.7% | -65.9% | 0.193% | |
2/22/2024 | Scarborough Advisors LLC | 1,299,349 | $65.77M | 3.0% | +1,437.5% | 0.923% | |
2/21/2024 | WNY Asset Management LLC | 22,463 | $1.14M | 0.2% | -16.4% | 0.016% | |
2/21/2024 | Adroit Compliance LLC | 15,509 | $785K | 0.2% | N/A | 0.011% | |
2/16/2024 | Hobbs Group Advisors LLC | 12,906 | $653K | 0.3% | N/A | 0.009% | |
2/16/2024 | D L Carlson Investment Group Inc. | 29,825 | $1.52M | 0.3% | +1.8% | 0.021% | |
2/16/2024 | SageView Advisory Group LLC | 5,795 | $295K | 0.0% | -24.5% | 0.004% | |
2/16/2024 | Harbour Investments Inc. | 18,326 | $928K | 0.0% | -1.4% | 0.013% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 27,520 | $1.39M | 0.0% | -11.5% | 0.020% | |
2/15/2024 | Front Row Advisors LLC | 1,474 | $75K | 0.0% | -32.3% | 0.001% | |
2/15/2024 | Cape Cod Five Cents Savings Bank | 440,842 | $22.32M | 2.3% | -47.6% | 0.313% | |
2/15/2024 | Midwest Professional Planners LTD. | 16,156 | $818K | 0.3% | -12.1% | 0.011% | |
2/15/2024 | Virtue Capital Management LLC | 58,605 | $2.97M | 0.6% | N/A | 0.042% | |
2/15/2024 | Baker Avenue Asset Management LP | 18,819 | $953K | 0.0% | -44.5% | 0.013% | |
2/15/2024 | Weitzel Financial Services Inc. | 131,891 | $6.68M | 3.5% | -3.8% | 0.094% | |
2/15/2024 | Modera Wealth Management LLC | 831,657 | $42.10M | 0.7% | -6.0% | 0.591% | |
2/15/2024 | Modern Wealth Management LLC | 4,690 | $237K | 0.0% | N/A | 0.003% | |
2/15/2024 | OLD Mission Capital LLC | 70,760 | $3.58M | 0.1% | N/A | 0.050% | |
2/15/2024 | Pettyjohn Wood & White Inc. | 12,891 | $653K | 0.1% | -3.2% | 0.009% | |
2/15/2024 | Forefront Analytics LLC | 21,165 | $1.07M | 0.5% | +2.0% | 0.015% | |
2/15/2024 | Guardian Wealth Advisors LLC NC | 37,461 | $1.90M | 0.3% | +6.0% | 0.027% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 25,684 | $1.30M | 0.0% | +147.3% | 0.018% | |
2/15/2024 | Baird Financial Group Inc. | 59,084 | $2.99M | 0.0% | -3.3% | 0.042% | |
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2/15/2024 | BlueCrest Capital Management Ltd | 67,772 | $3.43M | 0.1% | -81.3% | 0.048% | |
2/15/2024 | Comerica Bank | 71,202 | $3.60M | 0.0% | -3.7% | 0.051% | |
2/14/2024 | Royal Bank of Canada | 1,460,838 | $73.95M | 0.0% | -7.0% | 1.038% | |
2/14/2024 | Continuum Advisory LLC | 4,627 | $234K | 0.0% | +7.2% | 0.003% | |
2/14/2024 | Kestra Advisory Services LLC | 159,021 | $8.05M | 0.1% | +192.2% | 0.113% | |
2/14/2024 | Creative Planning | 86,542 | $4.38M | 0.0% | -5.1% | 0.061% | |
2/14/2024 | Greystone Financial Group LLC | 325,910 | $16.50M | 3.8% | +7.9% | 0.231% | |
2/14/2024 | MGO One Seven LLC | 74,230 | $3.76M | 0.2% | -5.3% | 0.053% | |
2/14/2024 | Mmbg Investment Advisors CO. | 19,965 | $1.01M | 0.1% | -13.4% | 0.014% | |
2/14/2024 | Elevate Wealth Advisory Inc. | 7,789 | $394K | 0.4% | N/A | 0.006% | |