4/26/2024 | Opus Capital Group LLC | 168,041 | $9.74M | 1.4% | +3.1% | 0.190% | |
4/26/2024 | Sage Rhino Capital LLC | 18,136 | $1.05M | 0.2% | -1.1% | 0.021% | |
4/26/2024 | Quantum Financial Advisors LLC | 277,999 | $16.11M | 2.8% | -0.4% | 0.315% | |
4/26/2024 | Chicago Partners Investment Group LLC | 77,583 | $4.46M | 0.2% | +0.9% | 0.088% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 3,738 | $217K | 0.0% | N/A | 0.004% | |
4/26/2024 | Sprinkle Financial Consultants LLC | 27,882 | $1.62M | 1.4% | +4.4% | 0.032% | |
|
4/26/2024 | Verdence Capital Advisors LLC | 12,775 | $740K | 0.1% | +28.7% | 0.014% | |
4/26/2024 | Brown Financial Advisory | 49,289 | $2.86M | 2.2% | -3.6% | 0.056% | |
4/25/2024 | IMA Wealth Inc. | 26,586 | $1.54M | 0.7% | +2.9% | 0.030% | |
4/25/2024 | IAG Wealth Partners LLC | 58,212 | $3.37M | 0.7% | +9.3% | 0.066% | |
4/24/2024 | Activest Wealth Management | 9,246 | $536K | 0.3% | N/A | 0.010% | |
4/24/2024 | SOL Capital Management CO | 57,588 | $3.34M | 0.4% | -18.2% | 0.065% | |
4/24/2024 | Waypoint Wealth Partners Inc. | 448,660 | $26.00M | 7.4% | +1.6% | 0.508% | |
4/24/2024 | Capasso Planning Partners LLC | 107,847 | $6.25M | 2.6% | +10.0% | 0.122% | |
4/23/2024 | BSW Wealth Partners | 131,493 | $7.62M | 1.3% | +837.4% | 0.149% | |
4/23/2024 | Global Retirement Partners LLC | 482 | $28K | 0.0% | N/A | 0.001% | |
4/23/2024 | Morton Brown Family Wealth LLC | 357,498 | $20.72M | 8.6% | +10.7% | 0.405% | |
4/23/2024 | Canvas Wealth Advisors LLC | 28,377 | $1.60M | 0.5% | +9.7% | 0.032% | |
4/23/2024 | Venturi Wealth Management LLC | 227,669 | $13.20M | 0.8% | +4.0% | 0.258% | |
4/23/2024 | Gradient Investments LLC | 603,285 | $34.97M | 0.8% | -2.6% | 0.683% | |
4/23/2024 | Fifth Third Bancorp | 249,347 | $14.45M | 0.1% | -3.2% | 0.282% | |
4/23/2024 | Strategic Blueprint LLC | 48,265 | $2.80M | 0.2% | +4.1% | 0.055% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 100,803 | $5.84M | 0.0% | +1.0% | 0.114% | |
4/22/2024 | Strategic Financial Concepts LLC | 28,277 | $1.64M | 0.4% | N/A | 0.032% | |
4/22/2024 | Pacific Life Fund Advisors LLC | 88,724 | $5.14M | 0.5% | +1.0% | 0.100% | |
4/22/2024 | Family Investment Center Inc. | 6,023 | $349K | 0.1% | +6.9% | 0.007% | |
4/22/2024 | Rockwood Wealth Management LLC | 418,574 | $24.26M | 3.1% | -4.1% | 0.474% | |
4/22/2024 | Raymond James & Associates | 80,651 | $4.68M | 0.0% | +102.2% | 0.091% | |
4/22/2024 | Echo Wealth Management LLC | 87,418 | $5.07M | 4.2% | -0.2% | 0.099% | |
4/22/2024 | Trellis Wealth Advisors LLC | 79,564 | $4.61M | 2.6% | +0.3% | 0.090% | |
4/22/2024 | Physician Wealth Solutions Inc. | 42,812 | $2.48M | 2.1% | +6.4% | 0.048% | |
4/19/2024 | Level Financial Advisors | 56,326 | $3.27M | 1.5% | +10.4% | 0.064% | |
4/19/2024 | ZRC Wealth Management LLC | 60,299 | $3.50M | 1.7% | +2.4% | 0.068% | |
4/19/2024 | PCG Wealth Advisors LLC | 11,359 | $658K | 0.3% | -9.2% | 0.013% | |
4/19/2024 | AWM Capital LLC | 92,709 | $5.37M | 0.9% | -0.7% | 0.105% | |
4/18/2024 | Total Wealth Planning LLC | 137,295 | $7.96M | 1.4% | -3.5% | 0.155% | |
4/18/2024 | CAP Partners LLC | 30,676 | $1.78M | 1.6% | +5.7% | 0.035% | |
4/18/2024 | Congress Wealth Management LLC DE | 1,141,702 | $66.17M | 1.1% | -19.8% | 1.293% | |
4/18/2024 | Arlington Financial Advisors LLC | 404,141 | $23.42M | 5.1% | N/A | 0.458% | |
4/17/2024 | Trilogy Capital Inc. | 57,344 | $3.32M | 0.2% | +71.5% | 0.065% | |
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4/17/2024 | Annapolis Financial Services LLC | 118,425 | $6.86M | 2.3% | -14.0% | 0.134% | |
4/17/2024 | Symphony Financial Ltd. Co. | 7,572 | $439K | 0.1% | +4.7% | 0.009% | |
4/16/2024 | Dixon Fnancial Services Inc. | 9,314 | $540K | 0.3% | N/A | 0.014% | |
4/16/2024 | Tarbox Family Office Inc. | 525,789 | $30.48M | 5.4% | +9.1% | 0.778% | |
4/16/2024 | Seed Wealth Management Inc. | 12,610 | $734K | 0.7% | +8.6% | 0.019% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 171,373 | $9.93M | 0.0% | +9.8% | 0.254% | |
4/16/2024 | First National Bank Sioux Falls | 5,750 | $333K | 0.2% | -30.2% | 0.009% | |
4/16/2024 | ERn Financial LLC | 171,371 | $9.93M | 1.7% | +2.7% | 0.254% | |
4/15/2024 | Signet Financial Management LLC | 129,775 | $7.52M | 1.0% | +85.8% | 0.192% | |
4/15/2024 | Visionary Horizons LLC | 143,251 | $8.24M | 6.4% | +3.9% | 0.212% | |
4/15/2024 | Flagstar Advisors Inc. | 7,426 | $430K | 0.1% | +15.0% | 0.011% | |
4/15/2024 | Henrickson Nauta Wealth Advisors Inc. | 121,574 | $7.11M | 3.1% | -0.3% | 0.180% | |
4/15/2024 | West Paces Advisors Inc. | 420,573 | $24.38M | 6.4% | +6.1% | 0.622% | |
4/13/2024 | Evanson Asset Management LLC | 8,507 | $493K | 0.0% | +33.9% | 0.013% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 172,586 | $10.00M | 0.3% | +32.5% | 0.255% | |
4/12/2024 | Annex Advisory Services LLC | 2,309,443 | $133.86M | 4.8% | +16.3% | 3.416% | |
4/12/2024 | Wealth Management Partners LLC | 92,667 | $5.37M | 2.7% | +2.0% | 0.137% | |
4/12/2024 | CGN Advisors LLC | 187,669 | $10.88M | 1.4% | -22.3% | 0.278% | |
4/12/2024 | Carlson Capital Management | 67,545 | $3.92M | 0.2% | -78.9% | 0.100% | |
4/11/2024 | Signature Resources Capital Management LLC | 50,470 | $2.85M | 2.6% | -0.9% | 0.075% | |
4/11/2024 | &PARTNERS | 13,942 | $808K | 0.1% | N/A | 0.021% | |
4/11/2024 | Soundmark Wealth Management LLC | 32,510 | $1.88M | 0.8% | +4.4% | 0.048% | |
4/10/2024 | LexAurum Advisors LLC | 58,571 | $3.40M | 0.9% | +187.5% | 0.087% | |
4/10/2024 | Fragasso Group Inc. | 108,481 | $6.29M | 0.5% | +2.8% | 0.160% | |
4/10/2024 | Atwood & Palmer Inc. | 544,248 | $31.55M | 2.4% | +11.0% | 0.805% | |
4/10/2024 | Aprio Wealth Management LLC | 6,253 | $362K | 0.1% | -26.6% | 0.009% | |
4/10/2024 | Park Avenue Securities LLC | 202,328 | $11.73M | 0.2% | +7.0% | 0.299% | |
4/10/2024 | Apella Capital LLC | 90,058 | $5.35M | 0.3% | -7.4% | 0.133% | |
4/10/2024 | WJ Interests LLC | 261,746 | $15.17M | 8.0% | +4.2% | 0.387% | |
4/10/2024 | Shotwell Rutter Baer Inc | 123,023 | $7.31M | 14.8% | +1.2% | 0.182% | |
4/9/2024 | Collective Family Office LLC | 81,153 | $4.70M | 1.5% | +12.5% | 0.120% | |
4/9/2024 | Destiny Wealth Partners LLC | 170,944 | $9.91M | 1.8% | -9.7% | 0.253% | |
4/9/2024 | Mather Group LLC. | 1,576 | $89K | 0.0% | N/A | 0.002% | |
4/8/2024 | Evensky & Katz LLC | 23,449 | $1.36M | 0.1% | -1.3% | 0.035% | |
4/8/2024 | RVW Wealth LLC | 22,364 | $1.30M | 0.1% | -3.5% | 0.033% | |
4/5/2024 | First Hawaiian Bank | 13,810 | $800K | 0.0% | N/A | 0.020% | |
4/5/2024 | Lam Group Inc. | 14,750 | $855K | 0.7% | +53.0% | 0.022% | |
4/3/2024 | Versant Capital Management Inc | 351,185 | $20.36M | 5.8% | -0.3% | 0.520% | |
4/2/2024 | Symmetry Partners LLC | 415,427 | $24.08M | 1.9% | -8.8% | 0.615% | |
3/22/2024 | PNC Financial Services Group Inc. | 6,093 | $344K | 0.0% | +104.5% | 0.009% | |
3/5/2024 | JRM Investment Counsel LLC | 179,763 | $10.14M | 0.1% | +59.1% | 0.266% | |
3/1/2024 | Transcendent Capital Group LLC | 40,803 | $2.30M | 1.5% | N/A | 0.060% | |
3/1/2024 | ARK & TLK Investments LLC | 5,151 | $290K | 0.1% | N/A | 0.008% | |
2/29/2024 | Tortoise Investment Management LLC | 71,086 | $4.01M | 0.5% | +12.3% | 0.105% | |
2/28/2024 | EP Wealth Advisors LLC | 62,568 | $3.53M | 0.0% | +1.5% | 0.093% | |
2/27/2024 | Beaird Harris Wealth Management LLC | 651,987 | $36.77M | 3.9% | +4.7% | 0.964% | |
2/27/2024 | ARQ Wealth Advisors LLC | 54,086 | $3.05M | 1.8% | +8.5% | 0.080% | |
2/23/2024 | Chicago Partners Investment Group LLC | 76,920 | $4.20M | 0.2% | +7.1% | 0.114% | |
2/20/2024 | Able Wealth Management LLC | 1,323 | $75K | 0.1% | N/A | 0.002% | |
2/15/2024 | OLD Mission Capital LLC | 391,466 | $22.08M | 0.4% | +184.6% | 0.579% | |
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Section 702 of the Foreign Intelligence Surveillance Act was renewed for two more years and passed into law earlier this week.
Allowing the Fed to tighten its grip on your personal privacy and freedom. 4 simple steps to protect your privacy and money before it’s too late. |
2/15/2024 | Buckingham Strategic Wealth LLC | 309,619 | $17.46M | 0.2% | +20.2% | 0.458% | |
2/14/2024 | Waverly Advisors LLC | 206,233 | $11.63M | 0.4% | -5.0% | 0.305% | |
2/14/2024 | True Wealth Design LLC | 25,395 | $1.43M | 0.4% | +2.6% | 0.038% | |
2/14/2024 | Creative Planning | 1,485,825 | $83.79M | 0.1% | -13.6% | 2.198% | |
2/14/2024 | Northwest Wealth Management LLC | 152,943 | $8.62M | 2.6% | +14.5% | 0.226% | |
2/14/2024 | Waddell & Associates LLC | 454,293 | $25.62M | 3.4% | N/A | 0.672% | |
2/13/2024 | Envestnet Asset Management Inc. | 6,695,200 | $377.54M | 0.2% | +10.9% | 9.904% | |
2/13/2024 | Annex Advisory Services LLC | 1,986,239 | $112.00M | 4.7% | +8.8% | 2.938% | |
2/13/2024 | Trademark Financial Management LLC | 17,170 | $968K | 0.7% | N/A | 0.025% | |
2/13/2024 | CWA Asset Management Group LLC | 6,029 | $340K | 0.0% | N/A | 0.009% | |