4/26/2024 | Latitude Advisors LLC | 24,267 | $1.45M | 0.9% | -7.6% | 0.022% | |
4/25/2024 | Lodestar Private Asset Management LLC | 8,493 | $506K | 0.1% | -4.3% | 0.008% | |
4/25/2024 | Capital Investment Advisory Services LLC | 227,576 | $13.57M | 1.5% | -0.1% | 0.208% | |
4/25/2024 | Triumph Capital Management | 265,678 | $15.84M | 6.5% | -10.1% | 0.243% | |
4/25/2024 | L.M. Kohn & Company | 20,321 | $1.21M | 0.3% | N/A | 0.019% | |
4/25/2024 | Valeo Financial Advisors LLC | 3,850 | $230K | 0.0% | -49.0% | 0.004% | |
|
4/25/2024 | Long Run Wealth Advisors LLC | 140,370 | $8.37M | 2.2% | +1.2% | 0.128% | |
4/25/2024 | Summit Financial LLC | 27,196 | $1.63M | 0.1% | +251.0% | 0.025% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 1,331,768 | $79.40M | 0.3% | -11.2% | 1.219% | |
4/24/2024 | Private Trust Co. NA | 21,282 | $1.27M | 0.1% | -15.0% | 0.019% | |
4/24/2024 | Strid Group LLC | 25,755 | $1.54M | 0.3% | -23.9% | 0.024% | |
4/24/2024 | Simplicity Wealth LLC | 272,664 | $16.26M | 0.4% | -4.1% | 0.250% | |
4/24/2024 | NBT Bank N A NY | 7,914 | $472K | 0.0% | -14.0% | 0.007% | |
4/24/2024 | Capasso Planning Partners LLC | 31,754 | $1.89M | 0.8% | N/A | 0.029% | |
4/23/2024 | Lunt Capital Management Inc. | 11,002 | $656K | 0.3% | -82.6% | 0.010% | |
4/23/2024 | Global Retirement Partners LLC | 13,520 | $806K | 0.0% | -30.6% | 0.012% | |
4/23/2024 | Twin Peaks Wealth Advisors LLC | 133,899 | $7.98M | 4.4% | +10.6% | 0.123% | |
4/23/2024 | Luken Investment Analytics LLC | 106,521 | $6.35M | 3.2% | -34.2% | 0.098% | |
4/23/2024 | Cherry Creek Investment Advisors Inc. | 10,448 | $623K | 0.3% | -90.6% | 0.010% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 22,629 | $1.35M | 0.1% | -7.7% | 0.021% | |
4/23/2024 | Gradient Investments LLC | 591,977 | $35.29M | 0.8% | -2.7% | 0.542% | |
4/23/2024 | TrueWealth Advisors LLC | 15,102 | $900K | 0.3% | -68.2% | 0.014% | |
4/23/2024 | Stablepoint Partners LLC | 80,967 | $4.83M | 1.0% | +15.3% | 0.074% | |
4/23/2024 | Strategic Blueprint LLC | 5,485 | $327K | 0.0% | -28.5% | 0.005% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,970,442 | $117.48M | 0.2% | -12.0% | 1.804% | |
4/22/2024 | Nilsine Partners LLC | 130,569 | $7.79M | 1.1% | -4.5% | 0.120% | |
4/22/2024 | Raymond James & Associates | 954,781 | $56.92M | 0.0% | -17.5% | 0.874% | |
4/22/2024 | Cassia Capital Partners LLC | 158,856 | $9.47M | 6.3% | -52.7% | 0.145% | |
4/22/2024 | Edge Financial Advisors LLC | 3,872 | $231K | 0.2% | N/A | 0.004% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 141,535 | $8.44M | 0.5% | +2.3% | 0.130% | |
4/19/2024 | Core Wealth Partners LLC | 101,583 | $6.06M | 4.6% | +13.1% | 0.093% | |
4/19/2024 | Uncommon Cents Investing LLC | 22,720 | $1.36M | 0.4% | -0.8% | 0.021% | |
4/19/2024 | Cornerstone Wealth Management LLC | 46,313 | $2.76M | 0.2% | -5.7% | 0.042% | |
4/19/2024 | Mainsail Financial Group LLC | 170,678 | $10.18M | 7.0% | +1.2% | 0.156% | |
4/19/2024 | PCG Wealth Advisors LLC | 27,756 | $1.66M | 0.8% | -27.5% | 0.025% | |
4/19/2024 | Westside Investment Management Inc. | 4,421 | $264K | 0.1% | -18.4% | 0.004% | |
4/19/2024 | United Capital Management of KS Inc. | 7,415 | $442K | 0.1% | +14.0% | 0.007% | |
4/19/2024 | Lake Street Private Wealth LLC | 206,259 | $12.30M | 1.7% | -9.9% | 0.188% | |
4/19/2024 | Monument Capital Management | 25,127 | $1.50M | 0.4% | -18.2% | 0.023% | |
4/18/2024 | Naviter Wealth LLC | 46,332 | $2.77M | 0.5% | -75.5% | 0.042% | |
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4/18/2024 | Synergy Asset Management LLC | 141,141 | $8.42M | 1.4% | -15.4% | 0.129% | |
4/18/2024 | Iams Wealth Management LLC | 5,408 | $324K | 0.2% | -93.6% | 0.005% | |
4/18/2024 | tru Independence LLC | 6,069 | $362K | 0.1% | -90.6% | 0.006% | |
4/18/2024 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 16,956 | $1.01M | 0.2% | +1.2% | 0.015% | |
4/18/2024 | Claro Advisors LLC | 3,883 | $232K | 0.0% | N/A | 0.004% | |
4/17/2024 | White Wing Wealth Management | 4,696 | $280K | 0.2% | N/A | 0.004% | |
4/17/2024 | Symphony Financial Ltd. Co. | 33,367 | $1.99M | 0.5% | -25.0% | 0.030% | |
4/16/2024 | Cambridge Advisors Inc. | 16,688 | $995K | 0.2% | +1.1% | 0.015% | |
4/16/2024 | Calton & Associates Inc. | 3,858 | $230K | 0.1% | +10.0% | 0.004% | |
4/16/2024 | Register Financial Advisors LLC | 630 | $38K | 0.0% | N/A | 0.001% | |
4/16/2024 | RiverTree Advisors LLC | 295,568 | $17.62M | 11.8% | +1.5% | 0.270% | |
4/16/2024 | Towerpoint Wealth LLC | 93,543 | $5.58M | 2.8% | +2.2% | 0.085% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 188,752 | $11.25M | 0.0% | +9.0% | 0.172% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 16,541 | $986K | 0.0% | -35.9% | 0.015% | |
4/15/2024 | G&S Capital LLC | 10,825 | $645K | 0.3% | -83.0% | 0.010% | |
4/15/2024 | Key Client Fiduciary Advisors LLC | 43,796 | $2.61M | 1.4% | +6.0% | 0.040% | |
4/15/2024 | Brookstone Capital Management | 6,513 | $388K | 0.0% | +17.6% | 0.006% | |
4/15/2024 | Financial Enhancement Group LLC | 112,205 | $6.70M | 1.1% | -39.0% | 0.102% | |
4/15/2024 | Columbia Advisory Partners LLC | 4,177 | $249K | 0.3% | -21.2% | 0.004% | |
4/13/2024 | Inspirion Wealth Advisors LLC | 28,293 | $1.69M | 0.3% | -51.5% | 0.026% | |
4/13/2024 | Quad Cities Investment Group LLC | 33,833 | $2.02M | 1.2% | -1.7% | 0.031% | |
4/12/2024 | Keystone Wealth Services LLC | 20,416 | $1.22M | 0.4% | -6.4% | 0.019% | |
4/12/2024 | Global Assets Advisory LLC | 783,406 | $46.71M | 0.2% | +5,869.7% | 0.714% | |
4/12/2024 | Southland Equity Partners LLC | 5,228 | $312K | 0.1% | -3.5% | 0.005% | |
4/11/2024 | San Luis Wealth Advisors LLC | 36,047 | $2.15M | 1.1% | -77.3% | 0.033% | |
4/11/2024 | International Assets Investment Management LLC | 54,989 | $3.28M | 0.1% | +9.7% | 0.050% | |
4/11/2024 | SignalPoint Asset Management LLC | 13,962 | $832K | 0.2% | -24.0% | 0.013% | |
4/11/2024 | Sebold Capital Management Inc. | 83,371 | $4.97M | 3.4% | +11.0% | 0.076% | |
4/11/2024 | RFG Advisory LLC | 56,227 | $3.35M | 0.1% | -3.9% | 0.051% | |
4/11/2024 | Shilanski & Associates Inc. | 105,324 | $6.30M | 2.2% | +1.8% | 0.096% | |
4/10/2024 | Atwood & Palmer Inc. | 12,975 | $774K | 0.1% | -30.5% | 0.012% | |
4/10/2024 | Aprio Wealth Management LLC | 72,585 | $4.33M | 0.8% | +96.9% | 0.066% | |
4/10/2024 | Park Avenue Securities LLC | 3,547 | $211K | 0.0% | -8.2% | 0.003% | |
4/10/2024 | Weitzel Financial Services Inc. | 28,007 | $1.67M | 0.8% | -44.9% | 0.025% | |
4/10/2024 | Signal Advisors Wealth LLC | 3,440 | $205K | 0.1% | N/A | 0.003% | |
4/10/2024 | EWG Elevate Inc. | 63,071 | $3.76M | 1.4% | +5.5% | 0.057% | |
4/5/2024 | Capital Market Strategies LLC | 6,507 | $388K | 0.3% | -28.4% | 0.006% | |
4/5/2024 | NBC Securities Inc. | 20,973 | $1.25M | 0.1% | +2.1% | 0.018% | |
4/1/2024 | Park National Corp OH | 326,489 | $19.47M | 0.7% | -6.2% | 0.285% | |
3/22/2024 | PNC Financial Services Group Inc. | 1,700 | $101K | 0.0% | -29.5% | 0.001% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 36,022 | $2.15M | 1.5% | N/A | 0.031% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 122,008 | $7.28M | 0.2% | -13.9% | 0.106% | |
3/8/2024 | ICA Group Wealth Management LLC | 32,451 | $1.94M | 0.4% | -15.1% | 0.028% | |
3/6/2024 | Willner & Heller LLC | 12,821 | $765K | 0.9% | N/A | 0.011% | |
3/4/2024 | Tucker Asset Management LLC | 1,334,127 | $79.59M | 19.9% | -2.4% | 1.164% | |
3/1/2024 | Creekmur Asset Management LLC | 149,806 | $8.94M | 2.8% | N/A | 0.131% | |
3/1/2024 | Transcendent Capital Group LLC | 78,202 | $4.67M | 3.1% | N/A | 0.068% | |
2/29/2024 | Scarborough Advisors LLC | 43,107 | $2.57M | 0.5% | -14.3% | 0.038% | |
2/26/2024 | Centaurus Financial Inc. | 7,146 | $426K | 0.0% | -48.3% | 0.006% | |
2/26/2024 | Integrated Advisors Network LLC | 62,045 | $3.70M | 0.2% | +233.6% | 0.054% | |
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2/23/2024 | TKG Advisors LLC | 77,813 | $4.64M | 2.8% | +166.3% | 0.068% | |
2/23/2024 | Chicago Partners Investment Group LLC | 28,092 | $1.68M | 0.1% | -7.0% | 0.025% | |
2/22/2024 | Scarborough Advisors LLC | 63,094 | $3.76M | 0.2% | +25.4% | 0.055% | |
2/16/2024 | Harbour Investments Inc. | 431,136 | $25.72M | 1.1% | +40.7% | 0.376% | |
2/15/2024 | Guardian Wealth Advisors LLC NC | 42,867 | $2.56M | 0.4% | -6.5% | 0.037% | |
2/14/2024 | Continuum Advisory LLC | 35,767 | $2.13M | 0.3% | -15.7% | 0.031% | |
2/14/2024 | Kestra Advisory Services LLC | 474,547 | $28.31M | 0.2% | -6.7% | 0.414% | |
2/14/2024 | MGO One Seven LLC | 111,892 | $6.68M | 0.4% | -41.7% | 0.098% | |
2/14/2024 | Visionary Wealth Advisors | 25,239 | $1.51M | 0.1% | N/A | 0.022% | |
2/14/2024 | VitalStone Financial LLC | 6,038 | $360K | 0.3% | -4.0% | 0.005% | |