| 7/26/2024 | WealthShield Partners LLC | 1,152 | $88K | 0.0% | +355.3% | 0.000% | |
| 7/26/2024 | Harbour Investments Inc. | 36,974 | $2.84M | 0.1% | +2.8% | 0.009% | |
| 7/26/2024 | Atomi Financial Group Inc. | 31,472 | $2.41M | 0.2% | -69.8% | 0.008% | |
| 7/26/2024 | Evensky & Katz LLC | 15,480 | $1.19M | 0.1% | -4.5% | 0.004% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 1,354,512 | $103.89M | 0.4% | -9.2% | 0.328% | |
| 7/26/2024 | AlphaStar Capital Management LLC | 57,275 | $4.39M | 0.4% | -0.7% | 0.014% | |
|
| 7/26/2024 | Latitude Advisors LLC | 2,998 | $230K | 0.1% | N/A | 0.001% | |
| 7/26/2024 | My Personal CFO LLC | 7,037 | $540K | 0.3% | -26.2% | 0.002% | |
| 7/26/2024 | Signature Estate & Investment Advisors LLC | 4,031 | $309K | 0.0% | N/A | 0.001% | |
| 7/26/2024 | Alpha Omega Wealth Management LLC | 40,045 | $3.07M | 0.6% | +0.5% | 0.010% | |
| 7/26/2024 | Ackerman Capital Advisors LLC | 57,258 | $4.39M | 1.2% | -3.7% | 0.014% | |
| 7/26/2024 | Bank of New York Mellon Corp | 2,523,644 | $193.56M | 0.0% | +1.2% | 0.610% | |
| 7/26/2024 | Patten Group Inc. | 34,195 | $2.62M | 0.6% | -3.9% | 0.008% | |
| 7/26/2024 | Obsidian Personal Planning Solutions LLC | 3,037 | $233K | 0.1% | -13.1% | 0.001% | |
| 7/25/2024 | First Heartland Consultants Inc. | 373,391 | $28.64M | 2.0% | +162.9% | 0.090% | |
| 7/25/2024 | Raymond James Trust N.A. | 43,887 | $3.37M | 0.1% | -1.2% | 0.011% | |
| 7/25/2024 | Capital Advisors Ltd. LLC | 25,934 | $1.99M | 0.3% | +34.4% | 0.006% | |
| 7/25/2024 | Lincoln National Corp | 3,297,794 | $252.94M | 8.5% | +1.9% | 0.797% | |
| 7/25/2024 | AMG National Trust Bank | 24,146 | $1.85M | 0.0% | +207.2% | 0.006% | |
| 7/25/2024 | Courage Miller Partners LLC | 51,171 | $3.93M | 1.4% | -3.3% | 0.012% | |
| 7/25/2024 | Calamos Wealth Management LLC | 42,811 | $3.28M | 0.2% | -5.9% | 0.010% | |
| 7/25/2024 | Clear Creek Financial Management LLC | 3,199 | $245K | 0.0% | -65.9% | 0.001% | |
| 7/25/2024 | Aries Wealth Management | 17,816 | $1.37M | 0.4% | -1.4% | 0.004% | |
| 7/25/2024 | SNS Financial Group LLC | 59,368 | $4.55M | 0.5% | -8.0% | 0.014% | |
| 7/25/2024 | Levy Wealth Management Group LLC | 583,236 | $44.73M | 11.5% | -18.7% | 0.141% | |
| 7/25/2024 | Kanawha Capital Management LLC | 79,474 | $6.10M | 0.5% | -2.8% | 0.019% | |
| 7/25/2024 | Banque Pictet & Cie SA | 20,500 | $1.57M | 0.0% | +2.5% | 0.005% | |
| 7/25/2024 | Pictet North America Advisors SA | 203,575 | $15.61M | 1.7% | -31.1% | 0.049% | |
| 7/25/2024 | Schwartz Investment Counsel Inc. | 16,500 | $1.27M | 0.0% | -5.7% | 0.004% | |
| 7/25/2024 | Capital Insight Partners LLC | 15,223 | $1.17M | 0.2% | -8.9% | 0.004% | |
| 7/24/2024 | McAdam LLC | 256,755 | $19.69M | 1.2% | +8.4% | 0.062% | |
| 7/24/2024 | TrueWealth Advisors LLC | 9,575 | $734K | 0.3% | +10.4% | 0.002% | |
| 7/24/2024 | Transcendent Capital Group LLC | 11,724 | $899K | 0.5% | +7.1% | 0.003% | |
| 7/24/2024 | Allegiance Financial Group Advisory Services LLC | 15,405 | $1.18M | 0.5% | -1.8% | 0.004% | |
| 7/24/2024 | Slow Capital Inc. | 57,580 | $4.42M | 0.7% | +4.5% | 0.014% | |
| 7/24/2024 | Quotient Wealth Partners LLC | 19,320 | $1.48M | 0.1% | -80.1% | 0.005% | |
| 7/24/2024 | Everhart Financial Group Inc. | 30,125 | $2.31M | 0.6% | +1.3% | 0.007% | |
| 7/24/2024 | Charter Oak Capital Management LLC | 631,291 | $48.42M | 5.1% | +21.9% | 0.153% | |
| 7/24/2024 | Diversified LLC | 4,112 | $315K | 0.0% | N/A | 0.001% | |
| 7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 27,218 | $2.09M | 0.3% | -3.0% | 0.007% | |
Brace Yourself: Experts calling for Bitcoin to hit $100k (Ad) For the past few months, Bitcoin has been trading flat…
It's been stuck around the $60,000 to $72,000 range.
But that could change soon. Very soon. Click here to get The Crypto Bull Run Millionaire Blueprint now. |
| 7/24/2024 | &PARTNERS | 69,615 | $5.43M | 0.2% | +201.0% | 0.017% | |
| 7/23/2024 | Sandy Cove Advisors LLC | 92,807 | $7.12M | 3.2% | -1.9% | 0.022% | |
| 7/23/2024 | Financial Synergies Wealth Advisors Inc. | 3,176 | $244K | 0.0% | +37.7% | 0.001% | |
| 7/23/2024 | SOL Capital Management CO | 50,590 | $3.88M | 0.5% | +13.7% | 0.012% | |
| 7/23/2024 | GYL Financial Synergies LLC | 8,617 | $661K | 0.1% | -4.0% | 0.002% | |
| 7/23/2024 | LaFleur & Godfrey LLC | 7,528 | $577K | 0.1% | +80.1% | 0.002% | |
| 7/23/2024 | Level Financial Advisors | 161,770 | $12.41M | 5.4% | +0.8% | 0.039% | |
| 7/23/2024 | Kiley Juergens Wealth Management LLC | 93,634 | $7.18M | 2.0% | -0.7% | 0.023% | |
| 7/23/2024 | Richard W. Paul & Associates LLC | 2,410 | $185K | 0.1% | +7.6% | 0.001% | |
| 7/23/2024 | H&H Retirement Design & Management INC | 26,073 | $2.01M | 1.2% | +1.3% | 0.006% | |
| 7/23/2024 | Proffitt & Goodson Inc. | 34,915 | $2.68M | 0.5% | -2.4% | 0.008% | |
| 7/23/2024 | Darrow Company Inc. | 65,634 | $5.03M | 3.3% | -2.4% | 0.016% | |
| 7/23/2024 | Harbour Trust & Investment Management Co | 59,905 | $4.60M | 0.5% | +5.2% | 0.014% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 113,904 | $8.74M | 0.5% | +5.1% | 0.028% | |
| 7/23/2024 | Security Financial Services INC. | 14,679 | $1.13M | 0.2% | +6.9% | 0.004% | |
| 7/23/2024 | TFC Financial Management Inc. | 55,031 | $4.22M | 0.7% | -2.1% | 0.013% | |
| 7/23/2024 | Windward Private Wealth Management Inc. | 709,652 | $54.43M | 22.0% | +4.4% | 0.172% | |
| 7/23/2024 | Diversified Portfolios Inc. | 966,742 | $74.15M | 9.8% | -3.3% | 0.234% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 686,836 | $52.68M | 0.6% | +0.4% | 0.166% | |
| 7/22/2024 | Alaska Wealth Advisors | 171,764 | $13.17M | 2.0% | -0.8% | 0.042% | |
| 7/22/2024 | Fifth Third Bancorp | 790,355 | $60.62M | 0.2% | +200.3% | 0.191% | |
| 7/22/2024 | Signify Wealth | 5,097 | $391K | 0.6% | -23.1% | 0.001% | |
| 7/22/2024 | Focus Financial Network Inc. | 144,489 | $11.16M | 0.5% | +1.3% | 0.035% | |
| 7/22/2024 | LongView Wealth Management | 79,420 | $6.09M | 2.2% | +61.8% | 0.019% | |
| 7/22/2024 | Chico Wealth RIA | 13,644 | $1.05M | 1.0% | -21.0% | 0.003% | |
| 7/22/2024 | Perfromance Wealth Partners LLC | 40,640 | $3.12M | 0.1% | +51.7% | 0.010% | |
| 7/20/2024 | First Horizon Advisors Inc. | 275,084 | $21.10M | 0.6% | -12.0% | 0.067% | |
| 7/20/2024 | Continuum Advisory LLC | 12,980 | $996K | 0.1% | +2.1% | 0.003% | |
| 7/20/2024 | Madrona Financial Services LLC | 55,189 | $4.23M | 1.3% | +11.5% | 0.013% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 1,392,004 | $106.77M | 0.2% | -0.9% | 0.337% | |
| 7/20/2024 | Brand Asset Management Group Inc. | 9,789 | $751K | 0.3% | +1.5% | 0.002% | |
| 7/20/2024 | Boston Mountain Money Management Inc. | 19,621 | $1.51M | 1.0% | N/A | 0.005% | |
| 7/20/2024 | Apollon Wealth Management LLC | 31,384 | $2.41M | 0.1% | -57.4% | 0.008% | |
| 7/20/2024 | Nisa Investment Advisors LLC | 18,520 | $1.42M | 0.0% | N/A | 0.004% | |
| 7/19/2024 | Wealth Forward LLC | 119,450 | $9.16M | 7.2% | +0.9% | 0.029% | |
| 7/19/2024 | OMNI 360 Wealth Inc. | 43,370 | $3.33M | 2.5% | +14.4% | 0.010% | |
| 7/19/2024 | MONECO Advisors LLC | 10,276 | $788K | 0.1% | -2.4% | 0.002% | |
| 7/19/2024 | BetterWealth LLC | 196,866 | $15.10M | 4.8% | +11.9% | 0.048% | |
| 7/19/2024 | Chapin Davis Inc. | 12,229 | $938K | 0.3% | -1.6% | 0.003% | |
| 7/19/2024 | Integris Wealth Management LLC | 793,111 | $60.83M | 17.6% | +2.8% | 0.192% | |
| 7/19/2024 | RF&L Wealth Management LLC | 91,217 | $7.00M | 5.3% | +7.2% | 0.022% | |
| 7/19/2024 | Raymond James & Associates | 1,223,364 | $93.83M | 0.1% | +0.1% | 0.296% | |
| 7/19/2024 | Calton & Associates Inc. | 22,111 | $1.70M | 0.8% | -5.4% | 0.005% | |
| 7/19/2024 | Summit Financial Strategies Inc. | 20,771 | $1.59M | 0.2% | +6.7% | 0.005% | |
| 7/19/2024 | MBL Wealth LLC | 12,935 | $992K | 0.1% | -47.2% | 0.003% | |
| 7/19/2024 | Berkshire Money Management Inc. | 521,842 | $40.03M | 4.9% | +2.1% | 0.126% | |
| 7/19/2024 | Signature Resources Capital Management LLC | 2,471 | $190K | 0.2% | -18.7% | 0.001% | |
| 7/19/2024 | Brewster Financial Planning LLC | 181,506 | $13.92M | 11.7% | +5.4% | 0.044% | |
| 7/19/2024 | FMA Wealth Management LLC | 150,335 | $11.53M | 9.3% | +0.3% | 0.036% | |
| 7/19/2024 | World Equity Group Inc. | 2,632 | $202K | 0.1% | -49.9% | 0.001% | |
Top Stock Unveiled! (Ad) Ready to discover the standout stock of 2024? We’ve identified a single buy & hold gem that’s poised to redefine your portfolio. Download our exclusive report now and dive into the Insights. Click below to opt-in and receive up to two additional free bonus subscriptions. Unsubscribe at any time. Get Your Free Report |
| 7/18/2024 | Lakewood Asset Management LLC | 3,838 | $294K | 0.2% | +19.4% | 0.001% | |
| 7/18/2024 | Brookstone Capital Management | 161,439 | $12.47M | 0.2% | -73.1% | 0.039% | |
| 7/18/2024 | Blue Trust Inc. | 317,922 | $24.38M | 0.3% | -1.7% | 0.077% | |
| 7/18/2024 | Old Port Advisors | 37,495 | $2.88M | 0.9% | +0.8% | 0.009% | |
| 7/18/2024 | Sofi Wealth LLC | 605,209 | $46.42M | 3.9% | +11.6% | 0.146% | |
| 7/18/2024 | TruNorth Capital Management LLC | 23,180 | $1.78M | 0.6% | +5.0% | 0.006% | |
| 7/18/2024 | Evolution Wealth Advisors LLC | 8,833 | $678K | 0.1% | +2.2% | 0.002% | |
| 7/18/2024 | NorthLanding Financial Partners LLC | 26,046 | $2.00M | 2.1% | +4.9% | 0.006% | |
| 7/18/2024 | Pure Financial Advisors LLC | 56,804 | $4.36M | 0.1% | +5.8% | 0.014% | |
| 7/18/2024 | Bull Oak Capital LLC | 86,147 | $6.61M | 4.3% | +64.1% | 0.021% | |
