7/26/2024 | Harbour Investments Inc. | 84,358 | $4.11M | 0.1% | +7.5% | 0.007% | |
7/26/2024 | Park Edge Advisors LLC | 4,993 | $243K | 0.1% | -26.9% | 0.000% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 7,207 | $351K | 0.1% | -4.3% | 0.001% | |
7/26/2024 | Atomi Financial Group Inc. | 53,348 | $2.60M | 0.2% | -10.8% | 0.005% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 2,642,384 | $128.61M | 0.5% | -2.2% | 0.228% | |
7/26/2024 | AlphaStar Capital Management LLC | 91,204 | $4.44M | 0.4% | -0.6% | 0.008% | |
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7/26/2024 | Signature Estate & Investment Advisors LLC | 58,472 | $2.85M | 0.1% | N/A | 0.005% | |
7/26/2024 | Oceanside Advisors LLC | 7,307 | $356K | 0.3% | N/A | 0.001% | |
7/26/2024 | Bank of New York Mellon Corp | 4,750,615 | $231.21M | 0.0% | +3.6% | 0.410% | |
7/26/2024 | Patten Group Inc. | 4,150 | $202K | 0.0% | N/A | 0.000% | |
7/25/2024 | First Heartland Consultants Inc. | 123,324 | $6.00M | 0.4% | +2.6% | 0.011% | |
7/25/2024 | Lincoln National Corp | 3,856,412 | $187.69M | 6.3% | -1.1% | 0.333% | |
7/25/2024 | AMG National Trust Bank | 48,440 | $2.36M | 0.1% | -24.9% | 0.004% | |
7/25/2024 | Upper Left Wealth Management LLC | 9,275 | $451K | 0.4% | -5.8% | 0.001% | |
7/25/2024 | Institute for Wealth Management LLC. | 9,554 | $465K | 0.1% | -9.7% | 0.001% | |
7/25/2024 | First Merchants Corp | 124,943 | $6.08M | 0.2% | -1.7% | 0.011% | |
7/25/2024 | Beacon Capital Management LLC | 689 | $34K | 0.0% | -44.9% | 0.000% | |
7/24/2024 | Colton Groome Financial Advisors LLC | 7,213 | $351K | 0.1% | -22.3% | 0.001% | |
7/24/2024 | TrueWealth Advisors LLC | 12,844 | $625K | 0.2% | +13.3% | 0.001% | |
7/24/2024 | Transcendent Capital Group LLC | 9,014 | $439K | 0.3% | +198.7% | 0.001% | |
7/24/2024 | Alta Wealth Advisors LLC | 5,906 | $287K | 0.1% | -8.1% | 0.001% | |
7/24/2024 | Allegiance Financial Group Advisory Services LLC | 31,772 | $1.55M | 0.6% | -9.2% | 0.003% | |
7/24/2024 | Flagstone Financial Management | 312,537 | $15.21M | 5.7% | +4.7% | 0.027% | |
7/24/2024 | American Financial Advisors LLC | 17,683 | $861K | 0.1% | -22.9% | 0.002% | |
7/24/2024 | Secure Asset Management LLC | 6,143 | $299K | 0.1% | N/A | 0.001% | |
7/24/2024 | Slagle Financial LLC | 4,706 | $229K | 0.1% | -4.7% | 0.000% | |
7/24/2024 | Red Lighthouse Investment Management LLC | 1,000 | $49K | 0.0% | -82.4% | 0.000% | |
7/24/2024 | &PARTNERS | 93,228 | $4.59M | 0.2% | +213.3% | 0.008% | |
7/23/2024 | Geneos Wealth Management Inc. | 67,805 | $3.30M | 0.1% | +30.8% | 0.006% | |
7/23/2024 | HTLF Bank | 20,900 | $1.02M | 0.1% | -1.1% | 0.002% | |
7/23/2024 | Level Financial Advisors | 71,826 | $3.50M | 1.5% | +12.5% | 0.006% | |
7/23/2024 | Richard W. Paul & Associates LLC | 4,280 | $208K | 0.1% | +5.9% | 0.000% | |
7/23/2024 | RMR Wealth Builders | 205,793 | $10.02M | 1.1% | +7.6% | 0.018% | |
7/23/2024 | Security Financial Services INC. | 25,974 | $1.26M | 0.3% | +6.6% | 0.002% | |
7/23/2024 | Rockland Trust Co. | 27,659 | $1.35M | 0.1% | -22.9% | 0.002% | |
7/23/2024 | Bear Mountain Capital Inc. | 134,957 | $6.61M | 2.7% | -0.3% | 0.012% | |
7/22/2024 | Atria Wealth Solutions Inc. | 1,012,253 | $49.27M | 0.5% | +3.6% | 0.087% | |
7/22/2024 | Alaska Wealth Advisors | 568,378 | $27.66M | 4.3% | +0.3% | 0.049% | |
7/22/2024 | Fifth Third Bancorp | 37,871 | $1.84M | 0.0% | +23.7% | 0.003% | |
7/22/2024 | Onyx Bridge Wealth Group LLC | 6,982 | $340K | 0.1% | -41.9% | 0.001% | |
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7/22/2024 | Summit Global Investments | 19,652 | $956K | 0.1% | -5.8% | 0.002% | |
7/22/2024 | Horizons Wealth Management | 96,598 | $4.74M | 3.7% | -23.6% | 0.008% | |
7/22/2024 | Focus Financial Network Inc. | 11,711 | $576K | 0.0% | +8.1% | 0.001% | |
7/22/2024 | RCS Financial Planning LLC | 6,744 | $328K | 0.2% | -17.1% | 0.001% | |
7/22/2024 | SeaCrest Wealth Management LLC | 11,167 | $543K | 0.1% | +9.3% | 0.001% | |
7/22/2024 | Colonial River Wealth Management LLC | 6,238 | $304K | 0.2% | -3.3% | 0.001% | |
7/20/2024 | Auour Investments LLC | 106,580 | $5.19M | 1.9% | +1.1% | 0.009% | |
7/20/2024 | First Horizon Advisors Inc. | 376,573 | $18.33M | 0.6% | +2.2% | 0.032% | |
7/20/2024 | Continuum Advisory LLC | 19,614 | $955K | 0.1% | -1.2% | 0.002% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 538,220 | $26.20M | 0.0% | +1.5% | 0.046% | |
7/20/2024 | Means Investment CO. Inc. | 4,680 | $228K | 0.0% | -13.5% | 0.000% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 10,526 | $512K | 0.0% | +4.8% | 0.001% | |
7/19/2024 | Johnson & White Wealth Management LLC | 150,011 | $7.30M | 7.0% | +10.5% | 0.013% | |
7/19/2024 | Greenspring Advisors LLC | 9,505 | $463K | 0.1% | +120.2% | 0.001% | |
7/19/2024 | ADE LLC | 265,690 | $12.93M | 8.7% | +47.8% | 0.023% | |
7/19/2024 | MONECO Advisors LLC | 14,366 | $699K | 0.1% | +11.7% | 0.001% | |
7/19/2024 | Donald L. Hagan LLC | 5,343 | $260K | 0.1% | -6.0% | 0.000% | |
7/19/2024 | Family Investment Center Inc. | 7,543 | $367K | 0.1% | -46.5% | 0.001% | |
7/19/2024 | Revolve Wealth Partners LLC | 5,322 | $259K | 0.0% | -5.6% | 0.000% | |
7/19/2024 | Raymond James & Associates | 139,471 | $6.79M | 0.0% | +3.3% | 0.012% | |
7/19/2024 | Refined Wealth Management | 375,094 | $18.26M | 14.1% | -0.2% | 0.032% | |
7/19/2024 | Acorn Creek Capital LLC | 63,419 | $3.09M | 1.8% | +7.0% | 0.005% | |
7/19/2024 | Sensible Financial Planning & Management LLC. | 1,513,512 | $73.66M | 15.9% | +5.1% | 0.131% | |
7/19/2024 | World Equity Group Inc. | 7,317 | $356K | 0.1% | +5.1% | 0.001% | |
7/19/2024 | Petra Financial Advisors Inc. | 6,773 | $330K | 0.2% | N/A | 0.001% | |
7/18/2024 | WealthCare Investment Partners LLC | 50,098 | $2.44M | 1.1% | +2.5% | 0.004% | |
7/18/2024 | Gradient Investments LLC | 911 | $44K | 0.0% | +32.4% | 0.000% | |
7/18/2024 | Brookstone Capital Management | 196,154 | $9.65M | 0.2% | -53.1% | 0.017% | |
7/18/2024 | Sage Financial Management Group Inc. | 30,376 | $1.48M | 4.5% | -3.8% | 0.003% | |
7/18/2024 | Rappaport Reiches Capital Management LLC | 357,823 | $17.42M | 5.1% | +3.2% | 0.031% | |
7/18/2024 | TruNorth Capital Management LLC | 25,294 | $1.23M | 0.4% | -1.1% | 0.002% | |
7/18/2024 | Investments & Financial Planning LLC | 39,664 | $1.93M | 1.3% | +1.3% | 0.003% | |
7/18/2024 | Pure Financial Advisors LLC | 840,123 | $40.89M | 1.1% | +4.3% | 0.072% | |
7/18/2024 | 17 Capital Partners LLC | 6,770 | $329K | 0.2% | N/A | 0.001% | |
7/18/2024 | Verde Capital Management | 16,498 | $803K | 0.3% | +2.0% | 0.001% | |
7/17/2024 | Human Investing LLC | 458,552 | $22.32M | 4.3% | +6.8% | 0.040% | |
7/17/2024 | W.H. Cornerstone Investments Inc. | 134,899 | $6.57M | 4.7% | +27.7% | 0.012% | |
7/17/2024 | Ruedi Wealth Management Inc. | 98,981 | $4.82M | 1.9% | -1.6% | 0.009% | |
7/17/2024 | Annapolis Financial Services LLC | 16,691 | $812K | 0.3% | -15.2% | 0.001% | |
7/17/2024 | Westside Investment Management Inc. | 26,867 | $1.31M | 0.3% | +12.7% | 0.002% | |
7/17/2024 | FSC Wealth Advisors LLC | 5,306 | $258K | 0.2% | +9.1% | 0.000% | |
7/17/2024 | AdvisorNet Financial Inc | 69,788 | $3.40M | 0.3% | +17.5% | 0.006% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 10,293,969 | $501.01M | 1.7% | +10.9% | 0.888% | |
7/16/2024 | Financial Architects LLC | 269,755 | $13.13M | 8.9% | +7.0% | 0.023% | |
7/16/2024 | ORG Partners LLC | 34,843 | $1.69M | 0.2% | N/A | 0.003% | |
7/16/2024 | Riverview Trust Co | 2,464 | $120K | 0.1% | N/A | 0.000% | |
7/16/2024 | IVC Wealth Advisors LLC | 9,774 | $476K | 0.3% | -5.5% | 0.001% | |
7/16/2024 | Falcon Wealth Planning | 1,072,006 | $52.18M | 6.8% | +147.1% | 0.092% | |
7/16/2024 | Lodestone Wealth Management LLC | 48,341 | $2.35M | 1.3% | -1.8% | 0.004% | |
7/16/2024 | Great Valley Advisor Group Inc. | 40,888 | $1.99M | 0.1% | -2.4% | 0.004% | |
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7/16/2024 | Wealth Enhancement Advisory Services LLC | 307,925 | $14.99M | 0.0% | +218.7% | 0.027% | |
7/16/2024 | Maia Wealth LLC | 4,196 | $206K | 0.1% | N/A | 0.000% | |
7/16/2024 | Traveka Wealth LLC | 38,272 | $1.86M | 0.9% | -20.7% | 0.003% | |
7/16/2024 | Friedenthal Financial | 60,588 | $2.95M | 1.8% | +8.7% | 0.005% | |
7/16/2024 | Hart & Patterson Financial Group LLC | 189,798 | $9.24M | 4.6% | +2.7% | 0.016% | |
7/16/2024 | Wedmont Private Capital | 408,743 | $20.02M | 1.2% | +11.1% | 0.035% | |
7/16/2024 | Aspect Partners LLC | 9,895 | $482K | 0.3% | +6.4% | 0.001% | |
7/16/2024 | Emerald Advisors LLC | 46,832 | $2.28M | 0.3% | +2.2% | 0.004% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 204,286 | $9.94M | 0.3% | -0.8% | 0.018% | |
7/15/2024 | Fifth Third Securities Inc. | 32,924 | $1.60M | 0.1% | +247.3% | 0.003% | |