4/26/2024 | Tritonpoint Wealth LLC | 4,477 | $532K | 0.1% | -22.4% | 0.003% | |
4/26/2024 | Meridian Wealth Management LLC | 9,544 | $1.12M | 0.2% | -6.8% | 0.007% | |
4/25/2024 | Allworth Financial LP | 381,890 | $44.76M | 0.3% | -2.6% | 0.262% | |
4/25/2024 | Cardinal Strategic Wealth Guidance | 271,189 | $31.79M | 11.9% | +6.1% | 0.186% | |
4/25/2024 | One Day In July LLC | 5,996 | $703K | 0.1% | +11.8% | 0.004% | |
4/25/2024 | Ulland Investment Advisors LLC | 6,891 | $808K | 0.6% | -11.6% | 0.005% | |
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4/25/2024 | Capital Investment Advisory Services LLC | 29,550 | $3.46M | 0.4% | -17.2% | 0.020% | |
4/25/2024 | Investment Advisory Services Inc. TX ADV | 34,858 | $4.09M | 1.5% | +1.5% | 0.024% | |
4/24/2024 | Private Trust Co. NA | 27,203 | $3.19M | 0.3% | -6.8% | 0.019% | |
4/24/2024 | Win Advisors Inc. | 136,001 | $15.94M | 7.0% | N/A | 0.094% | |
4/24/2024 | Verity & Verity LLC | 99,066 | $11.61M | 2.9% | +3,128.0% | 0.068% | |
4/24/2024 | CENTRAL TRUST Co | 24,158 | $2.83M | 0.1% | +0.7% | 0.017% | |
4/24/2024 | 1900 Wealth Management LLC | 65,683 | $7.70M | 0.7% | -4.4% | 0.045% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 636 | $75K | 0.0% | +367.6% | 0.000% | |
4/24/2024 | Premier Path Wealth Partners LLC | 4,044 | $474K | 0.1% | -2.2% | 0.003% | |
4/24/2024 | Boyd Wealth Management LLC | 1,951 | $229K | 0.1% | N/A | 0.001% | |
4/24/2024 | SOL Capital Management CO | 4,560 | $534K | 0.1% | +7.2% | 0.003% | |
4/24/2024 | Simplicity Wealth LLC | 1,865 | $219K | 0.0% | N/A | 0.001% | |
4/24/2024 | NBT Bank N A NY | 101,424 | $11.89M | 0.9% | +13.7% | 0.070% | |
4/24/2024 | Spire Wealth Management | 152,932 | $17.93M | 0.7% | -1.5% | 0.105% | |
4/24/2024 | Essex Financial Services Inc. | 22,687 | $2.66M | 0.2% | -1.5% | 0.016% | |
4/24/2024 | West Branch Capital LLC | 2,562 | $300K | 0.1% | -4.3% | 0.002% | |
4/23/2024 | Godsey & Gibb Inc. | 309 | $36K | 0.0% | -53.7% | 0.000% | |
4/23/2024 | Global Retirement Partners LLC | 49,565 | $5.81M | 0.2% | -3.4% | 0.034% | |
4/23/2024 | Cornell Pochily Investment Advisors Inc. | 18,819 | $2.21M | 0.9% | -3.1% | 0.013% | |
4/23/2024 | Twin Peaks Wealth Advisors LLC | 7,229 | $847K | 0.5% | -9.0% | 0.005% | |
4/23/2024 | TriaGen Wealth Management LLC | 18,894 | $2.22M | 0.9% | -2.5% | 0.013% | |
4/23/2024 | Canvas Wealth Advisors LLC | 112,263 | $12.69M | 4.2% | -8.4% | 0.077% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 5,587 | $655K | 0.1% | -3.8% | 0.004% | |
4/23/2024 | Fifth Third Bancorp | 1,752 | $205K | 0.0% | -32.0% | 0.001% | |
4/23/2024 | Revisor Wealth Management LLC | 2,280 | $252K | 0.1% | N/A | 0.002% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 622,180 | $72.93M | 0.1% | +4.1% | 0.428% | |
4/23/2024 | Sapient Capital LLC | 4,403 | $516K | 0.0% | N/A | 0.003% | |
4/22/2024 | Strategic Financial Concepts LLC | 2,154 | $252K | 0.1% | N/A | 0.001% | |
4/22/2024 | PFG Investments LLC | 7,700 | $903K | 0.1% | -10.6% | 0.005% | |
4/22/2024 | Parsons Capital Management Inc. RI | 32,188 | $3.77M | 0.3% | +1.2% | 0.022% | |
4/22/2024 | Raymond James & Associates | 630,549 | $73.91M | 0.1% | -19.1% | 0.434% | |
4/22/2024 | Strategies Wealth Advisors LLC | 221,741 | $25.99M | 4.0% | -5.6% | 0.153% | |
4/19/2024 | Veracity Capital LLC | 269,854 | $31.63M | 12.3% | -0.8% | 0.186% | |
4/19/2024 | ZRC Wealth Management LLC | 118,344 | $13.84M | 6.9% | +9.3% | 0.081% | |
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4/19/2024 | First Trust Direct Indexing L.P. | 1,858 | $218K | 0.0% | N/A | 0.001% | |
4/19/2024 | Albion Financial Group UT | 2,123 | $249K | 0.0% | -6.8% | 0.001% | |
4/19/2024 | AWM Capital LLC | 1,803 | $211K | 0.0% | N/A | 0.001% | |
4/19/2024 | Monument Capital Management | 32,414 | $3.80M | 1.1% | -80.9% | 0.022% | |
4/18/2024 | SeaCrest Wealth Management LLC | 3,701 | $434K | 0.1% | -5.9% | 0.003% | |
4/18/2024 | Verum Partners LLC | 1,724 | $202K | 0.1% | -43.4% | 0.001% | |
4/18/2024 | InTrack Investment Management Inc | 2,073 | $243K | 0.2% | -8.8% | 0.001% | |
4/18/2024 | Woodmont Investment Counsel LLC | 746 | $87K | 0.0% | N/A | 0.001% | |
4/18/2024 | Spectrum Wealth Advisory Group LLC | 51,904 | $6.08M | 7.0% | -0.2% | 0.036% | |
4/18/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 5,004 | $587K | 0.2% | -12.8% | 0.003% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 1,431 | $168K | 0.0% | -94.0% | 0.001% | |
4/18/2024 | Claro Advisors LLC | 2,527 | $296K | 0.1% | +10.4% | 0.002% | |
4/17/2024 | Trilogy Capital Inc. | 9,048 | $1.06M | 0.1% | -2.1% | 0.006% | |
4/17/2024 | Founders Financial Securities LLC | 84,207 | $9.87M | 1.0% | +3.6% | 0.058% | |
4/17/2024 | Foguth Wealth Management LLC. | 26,972 | $3.16M | 1.7% | N/A | 0.019% | |
4/17/2024 | Symphony Financial Ltd. Co. | 9,258 | $1.09M | 0.3% | -79.4% | 0.006% | |
4/16/2024 | Colorado Capital Management Inc. | 38,191 | $4.48M | 2.6% | +2.2% | 0.026% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 98,475 | $11.54M | 0.0% | +54.0% | 0.068% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 28,452 | $3.34M | 0.1% | -2.0% | 0.020% | |
4/15/2024 | DGS Capital Management LLC | 2,749 | $322K | 0.1% | +10.3% | 0.002% | |
4/15/2024 | Revolve Wealth Partners LLC | 2,985 | $350K | 0.1% | +17.3% | 0.002% | |
4/15/2024 | Sunbelt Securities Inc. | 5,359 | $628K | 0.1% | +8.4% | 0.004% | |
4/15/2024 | Ehrlich Financial Group | 2,472 | $290K | 0.2% | -68.2% | 0.002% | |
4/15/2024 | Flagstar Advisors Inc. | 2,146 | $252K | 0.1% | N/A | 0.001% | |
4/15/2024 | Sound Income Strategies LLC | 984 | $115K | 0.0% | -8.5% | 0.001% | |
4/13/2024 | Hoxton Planning & Management LLC | 4,901 | $574K | 0.3% | -1.8% | 0.003% | |
4/13/2024 | Columbus Macro LLC | 26,260 | $3.08M | 1.2% | +1.6% | 0.018% | |
4/12/2024 | Charles Schwab Trust Co | 269,030 | $31.53M | 3.0% | -3.8% | 0.185% | |
4/12/2024 | Ironwood Wealth Management Inc. | 97,531 | $11.48M | 6.0% | -0.9% | 0.067% | |
4/12/2024 | Doliver Advisors LP | 289,201 | $33.90M | 9.5% | -14.2% | 0.199% | |
4/11/2024 | Salem Investment Counselors Inc. | 981 | $115K | 0.0% | +177.1% | 0.001% | |
4/11/2024 | &PARTNERS | 4,425 | $519K | 0.1% | N/A | 0.003% | |
4/11/2024 | GSG Advisors LLC | 9,231 | $1.08M | 0.4% | +16.3% | 0.006% | |
4/11/2024 | Grey Fox Wealth Advisors LLC | 8,906 | $1.04M | 0.4% | -2.3% | 0.006% | |
4/11/2024 | RFG Advisory LLC | 36,780 | $4.31M | 0.1% | +19.7% | 0.025% | |
4/10/2024 | Park Avenue Securities LLC | 6,053 | $709K | 0.0% | +94.9% | 0.004% | |
4/10/2024 | Legacy Financial Group LLC | 455,135 | $53.35M | 10.8% | +1,539.2% | 0.315% | |
4/10/2024 | Bank of New Hampshire | 2,153 | $252K | 0.1% | +43.2% | 0.001% | |
4/10/2024 | TL Private Wealth | 6,957 | $813K | 0.4% | -40.7% | 0.005% | |
4/10/2024 | Signal Advisors Wealth LLC | 27,283 | $3.20M | 0.8% | -3.5% | 0.019% | |
4/9/2024 | Collective Family Office LLC | 5,400 | $633K | 0.2% | -33.9% | 0.004% | |
4/5/2024 | Hilltop Wealth Advisors LLC | 244,944 | $28.71M | 14.7% | -0.6% | 0.172% | |
4/5/2024 | CWM LLC | 35,915 | $4.21M | 0.1% | +4.5% | 0.025% | |
4/2/2024 | ST Germain D J Co. Inc. | 3,682 | $432K | 0.0% | -16.1% | 0.003% | |
3/22/2024 | PNC Financial Services Group Inc. | 851,690 | $88.66M | 0.1% | -3.4% | 0.597% | |
3/8/2024 | ICA Group Wealth Management LLC | 19,641 | $2.05M | 0.5% | +1.9% | 0.014% | |
3/6/2024 | SageView Advisory Group LLC | 6,274 | $685K | 0.0% | +44.8% | 0.004% | |
3/1/2024 | Goldman Sachs Group Inc. | 259,919 | $27.06M | 0.0% | +128.6% | 0.182% | |
2/28/2024 | EP Wealth Advisors LLC | 12,210 | $1.27M | 0.0% | -1.8% | 0.009% | |
2/26/2024 | Integrated Advisors Network LLC | 40,357 | $4.20M | 0.2% | -2.5% | 0.028% | |
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2/23/2024 | Cim LLC | 13,006 | $1.49M | 0.3% | N/A | 0.009% | |
2/23/2024 | Chicago Partners Investment Group LLC | 16,590 | $1.80M | 0.1% | +0.6% | 0.012% | |
2/21/2024 | Garde Capital Inc. | 24,848 | $2.59M | 0.2% | +15.9% | 0.017% | |
2/20/2024 | Able Wealth Management LLC | 36,131 | $3.76M | 3.4% | N/A | 0.025% | |
2/17/2024 | Madison Wealth Partners Inc | 340,717 | $35.47M | 14.1% | +4.1% | 0.239% | |
2/16/2024 | PCA Investment Advisory Services Inc. | 93,384 | $9.72M | 6.4% | -5.3% | 0.065% | |
2/15/2024 | Gallagher Fiduciary Advisors LLC | 74,083 | $7.71M | 0.3% | -37.5% | 0.052% | |
2/14/2024 | XML Financial LLC | 7,685 | $800K | 0.1% | -19.2% | 0.005% | |
2/14/2024 | Westwood Holdings Group Inc. | 52,878 | $5.51M | 0.0% | -9.8% | 0.037% | |
2/14/2024 | Watchman Group Inc. | 30,197 | $3.14M | 1.0% | +4.2% | 0.021% | |