7/26/2024 | 1900 Wealth Management LLC | 1,466,137 | $74.60M | 7.0% | +23.2% | 0.808% | |
7/26/2024 | Breakwater Capital Group | 11,991 | $610K | 0.1% | N/A | 0.007% | |
7/26/2024 | K.J. Harrison & Partners Inc | 5,541 | $282K | 0.0% | N/A | 0.003% | |
7/26/2024 | Pullen Investment Management LLC | 7,313 | $372K | 0.3% | N/A | 0.004% | |
7/26/2024 | Hall Capital Management Co. Inc. | 208,812 | $10.62M | 5.1% | +2.3% | 0.115% | |
7/26/2024 | Harbour Investments Inc. | 5,363 | $273K | 0.0% | +20.1% | 0.003% | |
|
7/26/2024 | Bensler LLC | 586,562 | $29.84M | 4.0% | +9.5% | 0.323% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 921,082 | $46.87M | 0.2% | +32.0% | 0.507% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 10,000 | $509K | 0.0% | N/A | 0.006% | |
7/26/2024 | Bank of New York Mellon Corp | 428,100 | $21.78M | 0.0% | +141.6% | 0.236% | |
7/26/2024 | Proficio Capital Partners LLC | 96,170 | $4.89M | 0.5% | +64.0% | 0.053% | |
7/25/2024 | First Heartland Consultants Inc. | 324,806 | $16.53M | 1.2% | -12.8% | 0.179% | |
7/25/2024 | Northcape Wealth Management LLC | 150,914 | $7.68M | 2.8% | N/A | 0.083% | |
7/25/2024 | Clear Creek Financial Management LLC | 109,641 | $5.58M | 0.7% | N/A | 0.060% | |
7/25/2024 | Destiny Wealth Partners LLC | 202,222 | $10.29M | 1.8% | +83.4% | 0.111% | |
7/24/2024 | Secure Asset Management LLC | 73,168 | $3.72M | 0.7% | N/A | 0.040% | |
7/24/2024 | Cornerstone Wealth Group LLC | 347,414 | $17.68M | 1.6% | +1.0% | 0.191% | |
7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 13,976 | $711K | 0.1% | N/A | 0.008% | |
7/24/2024 | &PARTNERS | 18,357 | $934K | 0.0% | N/A | 0.010% | |
7/24/2024 | MN Wealth Advisors LLC | 22,328 | $1.14M | 0.7% | +82.6% | 0.012% | |
7/23/2024 | Geneos Wealth Management Inc. | 121,749 | $6.20M | 0.3% | +32.7% | 0.067% | |
7/23/2024 | WESPAC Advisors SoCal LLC | 142,415 | $7.25M | 1.8% | +37.4% | 0.078% | |
7/23/2024 | Traphagen Investment Advisors LLC | 127,743 | $6.50M | 0.7% | N/A | 0.070% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 2,282 | $116K | 0.0% | -30.2% | 0.001% | |
7/23/2024 | Macroview Investment Management LLC | 32,701 | $1.66M | 1.8% | +1.0% | 0.018% | |
7/23/2024 | Diversified Portfolios Inc. | 94,512 | $4.81M | 0.6% | +69.6% | 0.052% | |
7/22/2024 | Atria Wealth Solutions Inc. | 188,423 | $9.59M | 0.1% | +237.0% | 0.104% | |
7/22/2024 | Fifth Third Bancorp | 13,163 | $670K | 0.0% | N/A | 0.007% | |
7/22/2024 | Legacy Capital Group California Inc. | 90,007 | $4.58M | 1.7% | -3.0% | 0.050% | |
7/22/2024 | Focus Financial Network Inc. | 25,551 | $1.30M | 0.1% | N/A | 0.014% | |
7/22/2024 | Mayfair Advisory Group LLC | 5,650 | $287K | 0.2% | +12.9% | 0.003% | |
7/22/2024 | Pallas Capital Advisors LLC | 16,335 | $829K | 0.0% | +93.0% | 0.009% | |
7/20/2024 | Auour Investments LLC | 104,835 | $5.33M | 2.0% | -8.3% | 0.058% | |
7/20/2024 | Avid Wealth Partners LLC | 28,688 | $1.46M | 1.1% | -30.0% | 0.016% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 1,823,786 | $92.79M | 0.1% | +27.1% | 1.005% | |
7/20/2024 | Apollon Wealth Management LLC | 326,714 | $16.62M | 0.5% | +117.9% | 0.180% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 162,089 | $8.25M | 0.4% | +3.0% | 0.089% | |
7/19/2024 | Toews Corp ADV | 39,234 | $2.00M | 0.3% | -8.1% | 0.022% | |
7/19/2024 | Western Wealth Management LLC | 32,647 | $1.66M | 0.1% | N/A | 0.018% | |
7/19/2024 | Pasadena Private Wealth LLC | 17,071 | $869K | 0.2% | N/A | 0.009% | |
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7/19/2024 | Marshall Financial Group LLC | 522,931 | $26.61M | 7.4% | +5.3% | 0.288% | |
7/19/2024 | Raymond James & Associates | 1,347,387 | $68.56M | 0.0% | +46.5% | 0.742% | |
7/19/2024 | waypoint wealth counsel | 141,454 | $7.20M | 5.5% | +3.1% | 0.078% | |
7/19/2024 | MBL Wealth LLC | 134,729 | $6.86M | 0.8% | N/A | 0.074% | |
7/19/2024 | CAP Partners LLC | 7,370 | $375K | 0.3% | N/A | 0.004% | |
7/19/2024 | Mason & Associates Inc | 192,437 | $9.79M | 2.6% | +8.3% | 0.106% | |
7/19/2024 | Unique Wealth LLC | 210,442 | $10.71M | 2.8% | +16.1% | 0.116% | |
7/18/2024 | Gradient Investments LLC | 792,509 | $40.32M | 0.9% | -10.1% | 0.437% | |
7/18/2024 | Brookstone Capital Management | 1,031,399 | $52.36M | 0.9% | N/A | 0.568% | |
7/18/2024 | Outlook Wealth Advisors LLC | 8,625 | $439K | 0.1% | -25.7% | 0.005% | |
7/18/2024 | Portside Wealth Group LLC | 9,786 | $498K | 0.1% | N/A | 0.005% | |
7/18/2024 | Triad Wealth Partners LLC | 7,515 | $382K | 0.2% | +74.2% | 0.004% | |
7/17/2024 | Priebe Wealth Holdings LLC | 9,964 | $507K | 0.4% | +142.0% | 0.005% | |
7/17/2024 | AlphaMark Advisors LLC | 129,591 | $6.59M | 2.3% | +9.8% | 0.071% | |
7/17/2024 | SteelPeak Wealth LLC | 19,297 | $982K | 0.0% | N/A | 0.011% | |
7/17/2024 | Redhawk Wealth Advisors Inc. | 50,553 | $2.57M | 0.4% | +105.8% | 0.028% | |
7/17/2024 | TruWealth Advisors LLC | 2,358,918 | $120.02M | 8.0% | +67.8% | 1.300% | |
7/17/2024 | AdvisorNet Financial Inc | 3,616 | $184K | 0.0% | -48.5% | 0.002% | |
7/17/2024 | IAG Wealth Partners LLC | 1,543 | $79K | 0.0% | N/A | 0.001% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 80,260 | $4.08M | 0.0% | -20.3% | 0.044% | |
7/16/2024 | GPS Wealth Strategies Group LLC | 6,214 | $316K | 0.0% | +102.5% | 0.003% | |
7/16/2024 | IVC Wealth Advisors LLC | 69,053 | $3.51M | 2.0% | +191.5% | 0.038% | |
7/16/2024 | Great Valley Advisor Group Inc. | 131,439 | $6.69M | 0.2% | +52.2% | 0.072% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 3,398,777 | $172.93M | 0.4% | +13.1% | 1.873% | |
7/16/2024 | Andina Capital Management LLC | 140,172 | $7.13M | 5.4% | -6.0% | 0.077% | |
7/16/2024 | Cox Capital Mgt LLC | 91,257 | $4.64M | 2.8% | +842.3% | 0.050% | |
7/16/2024 | Cooper Financial Group | 12,207 | $621K | 0.1% | N/A | 0.007% | |
7/16/2024 | PCG Wealth Advisors LLC | 8,149 | $415K | 0.2% | N/A | 0.004% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 53,229 | $2.71M | 0.1% | +758.9% | 0.029% | |
7/15/2024 | Guardian Financial Partners LLC | 126,572 | $6.44M | 4.3% | +0.7% | 0.070% | |
7/15/2024 | Transform Wealth LLC | 5,912 | $301K | 0.0% | +28.2% | 0.003% | |
7/15/2024 | Signature Wealth Management Partners LLC | 71,259 | $3.63M | 2.8% | +109.8% | 0.039% | |
7/15/2024 | Fifth Third Securities Inc. | 61,289 | $3.12M | 0.3% | N/A | 0.034% | |
7/15/2024 | Lionsbridge Wealth Management LLC | 22,786 | $1.16M | 0.9% | N/A | 0.013% | |
7/15/2024 | Granite Bay Wealth Management LLC | 208,226 | $10.56M | 0.1% | N/A | 0.115% | |
7/15/2024 | RFG Advisory LLC | 977,643 | $49.74M | 1.6% | +6.2% | 0.539% | |
7/13/2024 | Quad Cities Investment Group LLC | 102,053 | $5.19M | 2.9% | +133.9% | 0.056% | |
7/13/2024 | Seneca House Advisors | 238,225 | $12.12M | 5.3% | +72.7% | 0.131% | |
7/13/2024 | MJP Associates Inc. ADV | 249,563 | $12.70M | 2.6% | +25.5% | 0.138% | |
7/13/2024 | Inspirion Wealth Advisors LLC | 2,042,014 | $103.90M | 15.9% | +71.0% | 1.125% | |
7/13/2024 | Muirfield Wealth Advisors LLC | 5,816 | $296K | 0.3% | +40.9% | 0.003% | |
7/12/2024 | Divergent Planning LLC | 295,961 | $14.99M | 6.0% | N/A | 0.163% | |
7/12/2024 | Diversify Advisory Services LLC | 175,088 | $8.88M | 0.5% | N/A | 0.096% | |
7/12/2024 | Maltin Wealth Management Inc. | 152,848 | $7.78M | 4.2% | +2.5% | 0.084% | |
7/12/2024 | Atlas Private Wealth Advisors | 175,314 | $8.92M | 1.4% | +114.0% | 0.097% | |
7/12/2024 | Opal Wealth Advisors LLC | 21,040 | $1.07M | 0.3% | -2.8% | 0.012% | |
7/12/2024 | CRA Financial Services LLC | 9,898 | $504K | 0.1% | +124.8% | 0.005% | |
7/11/2024 | Worth Asset Management LLC | 29,011 | $1.48M | 0.9% | +57.0% | 0.016% | |
7/11/2024 | Buffington Mohr McNeal | 58,983 | $3.00M | 0.5% | N/A | 0.032% | |
7/11/2024 | CX Institutional | 705,801 | $35.91M | 1.7% | -2.8% | 0.389% | |
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7/10/2024 | Csenge Advisory Group | 4,107 | $209K | 0.0% | -13.2% | 0.002% | |
7/10/2024 | Legacy Financial Strategies LLC | 9,357 | $474K | 0.1% | N/A | 0.005% | |
7/10/2024 | Simplicity Wealth LLC | 30,500 | $1.55M | 0.0% | +11.1% | 0.017% | |
7/10/2024 | Pacific Wealth Management | 270,359 | $13.76M | 7.0% | N/A | 0.149% | |
7/10/2024 | CGN Advisors LLC | 6,499 | $331K | 0.0% | N/A | 0.004% | |
7/10/2024 | RDA Financial Network | 48,676 | $2.48M | 0.8% | +24.4% | 0.027% | |
7/10/2024 | Albion Financial Group UT | 5,540 | $282K | 0.0% | +49.1% | 0.003% | |
7/10/2024 | Atwood & Palmer Inc. | 800,902 | $40.75M | 3.1% | +1.2% | 0.441% | |
7/10/2024 | Epiq Partners LLC | 105,288 | $5.36M | 3.6% | -1.3% | 0.058% | |
7/10/2024 | NovaPoint Capital LLC | 70,008 | $3.56M | 1.2% | -0.9% | 0.039% | |