7/26/2024 | Beacon Financial Advisory LLC | 27,344 | $1.24M | 0.5% | +15.2% | 0.004% | |
7/26/2024 | 1900 Wealth Management LLC | 4,527 | $205K | 0.0% | -75.9% | 0.001% | |
7/26/2024 | WealthShield Partners LLC | 285,989 | $12.93M | 2.0% | +0.4% | 0.045% | |
7/26/2024 | Worth Financial Advisory Group LLC | 113,746 | $5.14M | 3.4% | +6.2% | 0.018% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 85,144 | $3.85M | 0.6% | +16.3% | 0.013% | |
7/26/2024 | Atomi Financial Group Inc. | 344,212 | $15.57M | 1.2% | +43.8% | 0.055% | |
|
7/26/2024 | Latitude Advisors LLC | 19,962 | $903K | 0.6% | +40.8% | 0.003% | |
7/26/2024 | Stash Investments LLC | 600,733 | $27.17M | 17.9% | +9.5% | 0.095% | |
7/26/2024 | Bank of New York Mellon Corp | 7,126,421 | $322.26M | 0.1% | +8.6% | 1.129% | |
7/25/2024 | First Heartland Consultants Inc. | 74,116 | $3.35M | 0.2% | +11.9% | 0.012% | |
7/25/2024 | TNF LLC | 559,835 | $25.47M | 9.2% | +2.3% | 0.089% | |
7/25/2024 | AMG National Trust Bank | 6,050 | $274K | 0.0% | N/A | 0.001% | |
7/25/2024 | Tempus Wealth Planning LLC | 46,067 | $2.08M | 0.9% | +5.9% | 0.007% | |
7/25/2024 | Clear Creek Financial Management LLC | 55,339 | $2.50M | 0.3% | -0.5% | 0.009% | |
7/25/2024 | Pettinga Financial Advisors LLC | 16,899 | $764K | 0.2% | -56.3% | 0.003% | |
7/25/2024 | Fullcircle Wealth LLC | 68,683 | $3.13M | 1.4% | N/A | 0.011% | |
7/25/2024 | RFP Financial Group LLC | 11,755 | $532K | 0.2% | -4.3% | 0.002% | |
7/25/2024 | Destination Wealth Management | 844,683 | $38.20M | 1.3% | +1.1% | 0.134% | |
7/25/2024 | Atlantic Union Bankshares Corp | 10,210 | $462K | 0.0% | N/A | 0.002% | |
7/24/2024 | McAdam LLC | 11,797 | $533K | 0.0% | +2.0% | 0.002% | |
7/24/2024 | EWA LLC | 147,335 | $6.72M | 2.7% | -11.4% | 0.023% | |
7/24/2024 | Family Firm Inc. | 2,824 | $128K | 0.0% | N/A | 0.000% | |
7/24/2024 | TrueWealth Advisors LLC | 32,536 | $1.47M | 0.5% | +0.8% | 0.005% | |
7/24/2024 | Quotient Wealth Partners LLC | 41,966 | $1.90M | 0.1% | -66.7% | 0.007% | |
7/24/2024 | Catalina Capital Group LLC | 33,680 | $1.52M | 0.6% | +3.3% | 0.005% | |
7/24/2024 | ShoreHaven Wealth Partners LLC | 14,898 | $674K | 0.4% | +2.7% | 0.002% | |
7/24/2024 | JB Capital LLC | 2,693,421 | $121.80M | 7.6% | -1.8% | 0.427% | |
7/24/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 232,837 | $10.53M | 2.5% | -0.1% | 0.037% | |
7/24/2024 | Farrell Financial LLC | 26,084 | $1.18M | 0.9% | +8.6% | 0.004% | |
7/24/2024 | My Legacy Advisors LLC | 300,473 | $13.59M | 4.3% | N/A | 0.048% | |
7/24/2024 | &PARTNERS | 84,762 | $3.83M | 0.2% | +385.0% | 0.013% | |
7/24/2024 | MN Wealth Advisors LLC | 22,749 | $1.03M | 0.6% | -2.3% | 0.004% | |
7/24/2024 | Cultivar Capital Inc. | 1,000 | $45K | 0.0% | N/A | 0.000% | |
7/23/2024 | GYL Financial Synergies LLC | 348,418 | $15.76M | 1.2% | -36.2% | 0.055% | |
7/23/2024 | Richard W. Paul & Associates LLC | 66,320 | $3.00M | 1.2% | +5.7% | 0.011% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 586,632 | $26.53M | 1.6% | -4.2% | 0.093% | |
7/23/2024 | Keystone Financial Services | 559,652 | $25.31M | 10.5% | +0.7% | 0.089% | |
7/23/2024 | Courier Capital LLC | 6,290 | $284K | 0.0% | -83.1% | 0.001% | |
7/23/2024 | Horst & Graben Wealth Management LLC | 900,642 | $40.73M | 7.8% | +9.7% | 0.143% | |
7/23/2024 | Security Financial Services INC. | 255,531 | $11.56M | 2.5% | -10.4% | 0.041% | |
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7/23/2024 | ONE Advisory Partners LLC | 646,629 | $29.24M | 13.5% | +3.9% | 0.103% | |
7/23/2024 | Vicus Capital | 108,162 | $4.89M | 0.4% | N/A | 0.017% | |
7/23/2024 | Windward Private Wealth Management Inc. | 28,197 | $1.28M | 0.5% | +1.4% | 0.004% | |
7/23/2024 | MFA Wealth Advisors LLC | 3,261 | $147K | 0.0% | N/A | 0.001% | |
7/23/2024 | Diversified Portfolios Inc. | 916,226 | $41.43M | 5.5% | +8.0% | 0.145% | |
7/23/2024 | Orgel Wealth Management LLC | 228,680 | $10.34M | 0.3% | +0.9% | 0.036% | |
7/22/2024 | Atria Wealth Solutions Inc. | 1,990,604 | $90.02M | 1.0% | +5.5% | 0.316% | |
7/22/2024 | Fifth Third Bancorp | 990 | $45K | 0.0% | N/A | 0.000% | |
7/22/2024 | Focus Financial Network Inc. | 184,933 | $8.48M | 0.4% | -1.0% | 0.029% | |
7/22/2024 | RCS Financial Planning LLC | 179,262 | $8.11M | 4.8% | +44.2% | 0.028% | |
7/22/2024 | Pallas Capital Advisors LLC | 8,862 | $405K | 0.0% | -24.8% | 0.001% | |
7/20/2024 | First Horizon Advisors Inc. | 242,269 | $10.96M | 0.3% | +3.7% | 0.038% | |
7/20/2024 | Continuum Advisory LLC | 58,380 | $2.64M | 0.4% | +7.3% | 0.009% | |
7/20/2024 | Parsons Capital Management Inc. RI | 25,856 | $1.17M | 0.1% | -4.5% | 0.004% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 880,938 | $39.84M | 0.1% | +41.5% | 0.140% | |
7/20/2024 | Milestone Asset Management LLC | 98,805 | $4.47M | 1.1% | N/A | 0.016% | |
7/20/2024 | Apollon Wealth Management LLC | 133,321 | $6.03M | 0.2% | -13.2% | 0.021% | |
7/19/2024 | OMNI 360 Wealth Inc. | 31,785 | $1.44M | 1.1% | +8.3% | 0.005% | |
7/19/2024 | Western Wealth Management LLC | 40,141 | $1.82M | 0.1% | +1.5% | 0.006% | |
7/19/2024 | Western Financial Corp CA | 22,186 | $1.00M | 0.6% | -5.0% | 0.004% | |
7/19/2024 | Williams Financial LLC | 6,767 | $304K | 0.0% | N/A | 0.001% | |
7/19/2024 | Raymond James & Associates | 2,467,123 | $111.56M | 0.1% | +4.0% | 0.391% | |
7/19/2024 | CAP Partners LLC | 34,191 | $1.55M | 1.3% | +2.5% | 0.005% | |
7/19/2024 | Hoxton Planning & Management LLC | 338,385 | $15.30M | 7.1% | -2.7% | 0.054% | |
7/19/2024 | Tennessee Valley Asset Management Partners | 310,803 | $14.05M | 3.2% | -26.2% | 0.049% | |
7/19/2024 | Spectrum Planning & Advisory Services Inc. | 155,242 | $7.05M | 6.8% | N/A | 0.025% | |
7/19/2024 | World Equity Group Inc. | 21,350 | $965K | 0.3% | -1.2% | 0.003% | |
7/18/2024 | Sutton Place Investors LLC | 54,192 | $2.45M | 1.6% | -8.4% | 0.009% | |
7/18/2024 | Gradient Investments LLC | 5,658 | $256K | 0.0% | +2,190.7% | 0.001% | |
7/18/2024 | Insight Wealth Partners LLC | 9,339 | $422K | 0.1% | -3.2% | 0.001% | |
7/18/2024 | Brookstone Capital Management | 629,842 | $28.87M | 0.5% | +4.1% | 0.100% | |
7/18/2024 | Baron Silver Stevens Financial Advisors LLC | 7,571 | $342K | 0.1% | -57.1% | 0.001% | |
7/18/2024 | Royal Fund Management LLC | 112,819 | $5.11M | 0.4% | +4.2% | 0.018% | |
7/18/2024 | Marino Stram & Associates LLC | 14,530 | $657K | 0.2% | +26.1% | 0.002% | |
7/18/2024 | Miracle Mile Advisors LLC | 512,990 | $23.20M | 0.6% | +24.9% | 0.082% | |
7/18/2024 | 17 Capital Partners LLC | 12,722 | $575K | 0.4% | +9.5% | 0.002% | |
7/18/2024 | Valley National Advisers Inc. | 287,026 | $12.98M | 1.9% | -2.5% | 0.046% | |
7/18/2024 | Silver Lake Advisory LLC | 11,708 | $529K | 0.1% | N/A | 0.002% | |
7/17/2024 | W.H. Cornerstone Investments Inc. | 11,192 | $506K | 0.4% | -33.1% | 0.002% | |
7/17/2024 | Westside Investment Management Inc. | 118,715 | $5.37M | 1.2% | +1.5% | 0.019% | |
7/17/2024 | Midwest Heritage Bank FSB | 15,376 | $695K | 0.4% | -2.9% | 0.002% | |
7/17/2024 | Montecito Bank & Trust | 52,979 | $2.40M | 0.5% | -3.5% | 0.008% | |
7/17/2024 | Galvin Gaustad & Stein LLC | 197,931 | $8.95M | 0.8% | +4.3% | 0.031% | |
7/17/2024 | Sharkey Howes & Javer | 1,480,106 | $66.93M | 10.8% | +0.3% | 0.235% | |
7/17/2024 | SteelPeak Wealth LLC | 1,012,837 | $45.80M | 2.1% | +2.2% | 0.161% | |
7/17/2024 | Tarbox Family Office Inc. | 29,599 | $1.34M | 0.2% | +13.0% | 0.005% | |
7/17/2024 | Bennett Associates Wealth Management | 78,374 | $3.54M | 3.2% | +2.6% | 0.012% | |
7/17/2024 | 180 Wealth Advisors LLC | 9,174 | $419K | 0.1% | +7.4% | 0.001% | |
7/17/2024 | AdvisorNet Financial Inc | 101,758 | $4.60M | 0.4% | -2.6% | 0.016% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 19,689,119 | $890.34M | 3.1% | +0.3% | 3.131% | |
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7/16/2024 | Tsfg LLC | 150,290 | $6.80M | 1.6% | +18.9% | 0.024% | |
7/16/2024 | GPS Wealth Strategies Group LLC | 1,706 | $77K | 0.0% | N/A | 0.000% | |
7/16/2024 | ORG Partners LLC | 590,182 | $26.48M | 3.3% | N/A | 0.094% | |
7/16/2024 | Sunesis Advisors LLC | 61,155 | $2.77M | 1.6% | +0.8% | 0.010% | |
7/16/2024 | TRUE Private Wealth Advisors | 136,311 | $6.16M | 0.7% | -4.1% | 0.022% | |
7/16/2024 | RHS Financial LLC | 21,128 | $955K | 0.6% | -15.9% | 0.003% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 116,521 | $5.27M | 0.0% | -2.8% | 0.019% | |
7/16/2024 | Andina Capital Management LLC | 40,853 | $1.85M | 1.4% | -73.6% | 0.006% | |
7/16/2024 | Apeiron RIA LLC | 259,874 | $11.75M | 3.6% | +0.2% | 0.041% | |
7/16/2024 | Maia Wealth LLC | 99,291 | $4.53M | 1.4% | N/A | 0.016% | |