7/27/2024 | Zimmermann Investment Management & Planning LLC | 211,499 | $5.99M | 2.0% | +18.8% | 0.200% | |
7/26/2024 | Breakwater Capital Group | 29,371 | $831K | 0.2% | +29.7% | 0.028% | |
7/26/2024 | Conning Inc. | 50,706 | $1.44M | 0.1% | -56.2% | 0.048% | |
7/26/2024 | Harbour Investments Inc. | 8,601 | $243K | 0.0% | -21.8% | 0.008% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 306,184 | $8.67M | 0.0% | -18.4% | 0.290% | |
7/26/2024 | Atlantic Edge Private Wealth Management LLC | 384,564 | $10.88M | 3.6% | +16.2% | 0.364% | |
|
7/26/2024 | Bank of New York Mellon Corp | 1,188,234 | $33.63M | 0.0% | +3.6% | 1.125% | |
7/26/2024 | TFG Advisers LLC | 34,049 | $964K | 0.4% | +3.3% | 0.032% | |
7/25/2024 | Clear Creek Financial Management LLC | 120,292 | $3.40M | 0.4% | -4.5% | 0.114% | |
7/25/2024 | Destiny Wealth Partners LLC | 381,208 | $10.79M | 1.9% | -0.2% | 0.361% | |
7/25/2024 | Etesian Wealth Advisors Inc. | 24,315 | $688K | 0.4% | -21.2% | 0.023% | |
7/24/2024 | Colton Groome Financial Advisors LLC | 12,939 | $366K | 0.1% | -37.1% | 0.012% | |
7/24/2024 | Avitas Wealth Management LLC | 266,646 | $7.55M | 1.1% | -0.6% | 0.252% | |
7/24/2024 | American Financial Advisors LLC | 503,441 | $14.25M | 2.0% | +23.7% | 0.477% | |
7/24/2024 | ShoreHaven Wealth Partners LLC | 40,066 | $1.13M | 0.6% | -9.3% | 0.038% | |
7/24/2024 | Cornerstone Wealth Group LLC | 79,047 | $2.24M | 0.2% | +5.5% | 0.075% | |
7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 7,994 | $226K | 0.0% | -37.7% | 0.008% | |
7/24/2024 | &PARTNERS | 23,923 | $677K | 0.0% | N/A | 0.023% | |
7/24/2024 | Cultivar Capital Inc. | 4,285 | $121K | 0.1% | N/A | 0.004% | |
7/23/2024 | 1620 Investment Advisors Inc. | 47,797 | $1.35M | 1.0% | +2.1% | 0.045% | |
7/23/2024 | Richard W. Paul & Associates LLC | 104,632 | $2.96M | 1.1% | +15.1% | 0.099% | |
7/23/2024 | Darrow Company Inc. | 39,337 | $1.11M | 0.7% | +8.6% | 0.037% | |
7/23/2024 | Traphagen Investment Advisors LLC | 44,401 | $1.26M | 0.1% | -14.8% | 0.042% | |
7/23/2024 | Towneley Capital Management Inc DE | 111,765 | $3.16M | 0.7% | -4.8% | 0.106% | |
7/23/2024 | Essex LLC | 145,776 | $4.13M | 0.9% | +0.8% | 0.138% | |
7/22/2024 | Atria Wealth Solutions Inc. | 98,661 | $2.79M | 0.0% | +10.5% | 0.093% | |
7/22/2024 | Harel Insurance Investments & Financial Services Ltd. | 47,000 | $1.34M | 0.0% | +11.9% | 0.044% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 535,288 | $15.15M | 0.0% | -1.9% | 0.507% | |
7/19/2024 | Western Wealth Management LLC | 17,044 | $482K | 0.0% | +70.4% | 0.016% | |
7/19/2024 | Raymond James & Associates | 387,389 | $10.96M | 0.0% | +2.1% | 0.369% | |
7/18/2024 | Rovin Capital UT ADV | 64,781 | $1.83M | 0.8% | +4.9% | 0.062% | |
7/18/2024 | Blue Trust Inc. | 79,447 | $2.31M | 0.0% | N/A | 0.076% | |
7/18/2024 | Triad Wealth Partners LLC | 897 | $25K | 0.0% | N/A | 0.001% | |
7/17/2024 | FSC Wealth Advisors LLC | 16,944 | $480K | 0.4% | -4.1% | 0.016% | |
7/17/2024 | High Net Worth Advisory Group LLC | 16,147 | $457K | 0.1% | -4.4% | 0.015% | |
7/17/2024 | Cypress Financial Planning LLC | 311,827 | $8.83M | 3.7% | +25.3% | 0.297% | |
7/17/2024 | Capital Wealth Management LLC | 31,074 | $879K | 0.4% | +10.4% | 0.030% | |
7/16/2024 | Cornerstone Wealth Management LLC | 35,702 | $1.01M | 0.1% | +3.4% | 0.034% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 240,098 | $6.80M | 0.0% | +5.2% | 0.229% | |
7/16/2024 | Great Valley Advisor Group Inc. | 8,286 | $234K | 0.0% | -26.4% | 0.008% | |
J.P. Morgan’s DIRE Warning (Ad) When the largest bank in the U.S. says a crisis is coming - you NEED to listen.
The Wall Street Journal warns, "America's bonds are getting harder to sell."![](https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=8815&Placement=NativeDisplay&Source=NativeDisplay) Click here to see why Wall Street is in PANIC mode >>> |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 324,383 | $9.18M | 0.0% | +0.5% | 0.309% | |
7/16/2024 | BCS Wealth Management | 28,864 | $817K | 0.4% | +10.9% | 0.027% | |
7/16/2024 | Silvia Mccoll Wealth Management LLC | 97,261 | $2.75M | 2.3% | +1.4% | 0.093% | |
7/16/2024 | Cooper Financial Group | 88,730 | $2.51M | 0.4% | +12.5% | 0.084% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 27,288 | $772K | 0.0% | -2.2% | 0.026% | |
7/15/2024 | Occidental Asset Management LLC | 248,649 | $7.04M | 1.2% | +22.1% | 0.237% | |
7/15/2024 | Fifth Third Securities Inc. | 101,775 | $2.88M | 0.3% | +84.4% | 0.097% | |
7/13/2024 | LPF Advisors LLC | 88,068 | $2.49M | 2.3% | +3.2% | 0.084% | |
7/12/2024 | Gleason Group Inc. | 1,946 | $55K | 0.0% | N/A | 0.002% | |
7/12/2024 | Howard Financial Services LTD. | 244,443 | $6.92M | 1.1% | +59.9% | 0.234% | |
7/12/2024 | Capital Investment Advisors LLC | 3,000,290 | $84.91M | 1.9% | +3.9% | 2.872% | |
7/12/2024 | Accel Wealth Management | 87,652 | $2.48M | 1.0% | +1.6% | 0.084% | |
7/10/2024 | Csenge Advisory Group | 15,956 | $452K | 0.0% | +28.4% | 0.015% | |
7/10/2024 | NovaPoint Capital LLC | 50,370 | $1.43M | 0.5% | +2.7% | 0.048% | |
7/9/2024 | Baker Ellis Asset Management LLC | 41,037 | $1.16M | 0.2% | -2.7% | 0.039% | |
7/9/2024 | Mather Group LLC. | 385,107 | $11.18M | 0.1% | -15.0% | 0.369% | |
6/13/2024 | Mosaic Family Wealth Partners LLC | 139,968 | $4.06M | 0.7% | +1.1% | 0.136% | |
6/4/2024 | Tactive Advisors LLC | 40,017 | $1.16M | 0.6% | -90.8% | 0.039% | |
5/24/2024 | Cetera Advisors LLC | 138,036 | $4.01M | 0.0% | +13.1% | 0.134% | |
5/24/2024 | Cetera Investment Advisers | 516,743 | $15.00M | 0.0% | +208.3% | 0.501% | |
5/21/2024 | Atria Investments Inc | 270,032 | $7.84M | 0.1% | -17.5% | 0.262% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 31,633 | $918K | 0.1% | -4.0% | 0.031% | |
5/17/2024 | Comerica Bank | 22,413 | $650K | 0.0% | -1.6% | 0.022% | |
5/17/2024 | Pineridge Advisors LLC | 1,091 | $32K | 0.0% | -37.2% | 0.001% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 8,750 | $254K | 0.0% | N/A | 0.008% | |
5/17/2024 | Tidal Investments LLC | 227,403 | $6.60M | 0.1% | N/A | 0.220% | |
5/16/2024 | Jane Street Group LLC | 500,000 | $14.51M | 0.0% | N/A | 0.484% | |
5/16/2024 | Ancora Advisors LLC | 151,137 | $4.39M | 0.1% | +8.0% | 0.146% | |
5/16/2024 | Waverly Advisors LLC | 168,393 | $4.89M | 0.1% | +1,395.0% | 0.163% | |
5/15/2024 | Transcendent Capital Group LLC | 30,480 | $885K | 0.5% | N/A | 0.030% | |
5/15/2024 | Blue Edge Capital LLC | 142,510 | $4.14M | 0.7% | +1.3% | 0.138% | |
5/15/2024 | 1832 Asset Management L.P. | 1,218,993 | $35.38M | 0.0% | -0.2% | 1.181% | |
5/14/2024 | Axxcess Wealth Management LLC | 7,822 | $227K | 0.0% | -75.8% | 0.008% | |
5/14/2024 | CreativeOne Wealth LLC | 7,765 | $225K | 0.0% | N/A | 0.008% | |
5/13/2024 | Ameritas Investment Partners Inc. | 29,722 | $863K | 0.0% | +8.2% | 0.029% | |
5/13/2024 | Rockport Wealth LLC | 7,718 | $224K | 0.1% | N/A | 0.007% | |
5/10/2024 | Osaic Holdings Inc. | 464,096 | $13.47M | 0.0% | -40.0% | 0.450% | |
5/9/2024 | Delta Investment Management LLC | 18,577 | $539K | 0.1% | -1.9% | 0.018% | |
5/9/2024 | SageView Advisory Group LLC | 3,172 | $92K | 0.0% | N/A | 0.003% | |
5/8/2024 | Sheets Smith Wealth Management | 45,164 | $1.31M | 0.1% | -14.8% | 0.044% | |
5/8/2024 | Avantax Advisory Services Inc. | 214,343 | $6.22M | 0.1% | +65.1% | 0.209% | |
5/8/2024 | Cornerstone Planning Group LLC | 30,053 | $858K | 0.3% | -46.8% | 0.029% | |
5/8/2024 | Donoghue Forlines LLC | 66,754 | $1.94M | 0.6% | -19.1% | 0.065% | |
5/7/2024 | Pointe Capital Management LLC | 7,718 | $224K | 0.1% | N/A | 0.008% | |
5/7/2024 | Allen Investment Management LLC | 10,250 | $297K | 0.0% | N/A | 0.010% | |
5/7/2024 | LPF Advisors LLC | 85,348 | $2.48M | 2.5% | -3.4% | 0.083% | |
5/7/2024 | PFG Advisors | 11,170 | $324K | 0.0% | -15.7% | 0.011% | |
5/7/2024 | Oppenheimer & Co. Inc. | 82,304 | $2.39M | 0.0% | +9.8% | 0.080% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 228,317 | $6.63M | 0.0% | +6.3% | 0.222% | |
5/4/2024 | Geneos Wealth Management Inc. | 26,321 | $764K | 0.0% | -1.3% | 0.025% | |
J.P. Morgan’s DIRE Warning (Ad) When the largest bank in the U.S. says a crisis is coming - you NEED to listen.
The Wall Street Journal warns, "America's bonds are getting harder to sell."![](https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=8815&Placement=NativeDisplay&Source=NativeDisplay) Click here to see why Wall Street is in PANIC mode >>> |
5/4/2024 | Essex LLC | 144,647 | $4.20M | 1.0% | -1.4% | 0.140% | |
5/4/2024 | Csenge Advisory Group | 12,426 | $361K | 0.0% | -17.3% | 0.012% | |
5/3/2024 | TFB Advisors LLC | 10,865 | $307K | 0.1% | N/A | 0.011% | |
5/2/2024 | RiverFront Investment Group LLC | 520,173 | $15.10M | 0.4% | +13.1% | 0.503% | |
5/2/2024 | Clear Investment Research LLC | 129,675 | $3.76M | 5.1% | +8.9% | 0.125% | |
5/2/2024 | Darrow Company Inc. | 36,226 | $1.05M | 0.7% | N/A | 0.035% | |
5/1/2024 | Janney Capital Management LLC | 468,913 | $13.61M | 0.9% | -2.9% | 0.453% | |
5/1/2024 | Janney Montgomery Scott LLC | 119,305 | $3.46M | 0.0% | +3.4% | 0.115% | |
5/1/2024 | Source Financial Advisors LLC | 7,086 | $206K | 0.1% | -50.8% | 0.007% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 65,848 | $1.91M | 0.0% | +74.6% | 0.064% | |