7/27/2024 | Legend Financial Advisors Inc. | 983 | $161K | 0.1% | +11.2% | 0.000% | |
7/27/2024 | Zimmermann Investment Management & Planning LLC | 1,759 | $289K | 0.1% | +23.4% | 0.001% | |
7/27/2024 | Riversedge Advisors LLC | 117,543 | $19.31M | 4.7% | +12.1% | 0.035% | |
7/27/2024 | Rockwood Wealth Management LLC | 1,471 | $242K | 0.0% | +7.3% | 0.000% | |
7/27/2024 | Sterneck Capital Management LLC | 101,805 | $16.73M | 9.5% | +0.4% | 0.030% | |
7/27/2024 | Emfo LLC | 510 | $84K | 0.1% | -45.3% | 0.000% | |
|
7/26/2024 | Beacon Financial Advisory LLC | 5,972 | $981K | 0.4% | +13.5% | 0.002% | |
7/26/2024 | Crown Wealth Group LLC | 1,447 | $238K | 0.1% | N/A | 0.000% | |
7/26/2024 | Echo45 Advisors LLC | 44,488 | $7.31M | 5.1% | N/A | 0.013% | |
7/26/2024 | Breakwater Capital Group | 85,697 | $14.08M | 3.2% | +2.6% | 0.026% | |
7/26/2024 | West Bancorporation Inc. | 3,119 | $512K | 0.4% | +47.2% | 0.001% | |
7/26/2024 | Simmons Bank | 17,107 | $2.81M | 0.2% | +48.5% | 0.005% | |
7/26/2024 | ABLE Financial Group LLC | 2,178 | $358K | 0.1% | +34.0% | 0.001% | |
7/26/2024 | WealthShield Partners LLC | 27,224 | $4.47M | 0.7% | +88.3% | 0.008% | |
7/26/2024 | Financial Connections Group Inc. | 484 | $79K | 0.0% | N/A | 0.000% | |
7/26/2024 | Harbour Investments Inc. | 38,247 | $6.28M | 0.2% | +1.8% | 0.011% | |
7/26/2024 | Smith Shellnut Wilson LLC ADV | 3,793 | $623K | 0.3% | -4.4% | 0.001% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 2,485 | $408K | 0.1% | -14.8% | 0.001% | |
7/26/2024 | Atomi Financial Group Inc. | 8,137 | $1.34M | 0.1% | +39.7% | 0.002% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 623,474 | $102.42M | 0.4% | +5.5% | 0.186% | |
7/26/2024 | Atlantic Edge Private Wealth Management LLC | 42,063 | $6.91M | 2.3% | +9.0% | 0.013% | |
7/26/2024 | Aspen Investment Management Inc | 51,355 | $8.44M | 4.2% | +12.8% | 0.015% | |
7/26/2024 | Saxony Capital Management LLC | 1,488 | $244K | 0.3% | -37.6% | 0.000% | |
7/26/2024 | AlphaStar Capital Management LLC | 16,799 | $2.77M | 0.3% | +80.7% | 0.005% | |
7/26/2024 | Latitude Advisors LLC | 3,340 | $549K | 0.3% | -5.4% | 0.001% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 2,195 | $361K | 0.0% | N/A | 0.001% | |
7/26/2024 | Trust Co. of Virginia VA | 2,257 | $371K | 0.0% | +34.7% | 0.001% | |
7/26/2024 | First Command Advisory Services Inc. | 1,353 | $218K | 0.0% | -21.6% | 0.000% | |
7/26/2024 | MTM Investment Management LLC | 13,833 | $2.27M | 0.9% | -1.4% | 0.004% | |
7/26/2024 | SlateStone Wealth LLC | 9,303 | $1.53M | 0.2% | +7.9% | 0.003% | |
7/26/2024 | Verdence Capital Advisors LLC | 5,908 | $971K | 0.1% | +1.4% | 0.002% | |
7/26/2024 | Bank of New York Mellon Corp | 1,253,275 | $205.89M | 0.0% | -6.0% | 0.374% | |
7/26/2024 | Salomon & Ludwin LLC | 5,178 | $851K | 0.1% | -7.6% | 0.002% | |
7/26/2024 | Patten Group Inc. | 7,937 | $1.30M | 0.3% | -3.5% | 0.002% | |
7/25/2024 | Roger Wittlin Investment Advisory LLC | 18,711 | $3.07M | 2.0% | -17.9% | 0.006% | |
7/25/2024 | Rooted Wealth Advisors Inc. | 5,222 | $885K | 0.4% | +3.9% | 0.002% | |
7/25/2024 | First Heartland Consultants Inc. | 13,493 | $2.22M | 0.2% | +6.5% | 0.004% | |
7/25/2024 | Highland Capital Management LLC | 21,989 | $3.61M | 0.2% | -8.2% | 0.007% | |
7/25/2024 | Capital Advisors Ltd. LLC | 87,483 | $14.37M | 1.9% | +3.6% | 0.026% | |
7/25/2024 | AMG National Trust Bank | 2,255 | $370K | 0.0% | N/A | 0.001% | |
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7/25/2024 | Courage Miller Partners LLC | 46,896 | $7.70M | 2.8% | +0.6% | 0.014% | |
7/25/2024 | SimpliFi Inc. | 57,909 | $9.51M | 4.4% | +2.0% | 0.017% | |
7/25/2024 | Access Financial Services Inc. | 29,082 | $4.78M | 2.2% | -2.8% | 0.009% | |
7/25/2024 | Independence Bank of Kentucky | 2,633 | $433K | 0.1% | +7.3% | 0.001% | |
7/25/2024 | Clear Creek Financial Management LLC | 53,118 | $8.73M | 1.1% | +16.2% | 0.016% | |
7/25/2024 | Pinnacle Wealth Management Advisory Group LLC | 72,658 | $11.94M | 1.2% | +6.0% | 0.022% | |
7/25/2024 | Moody Lynn & Lieberson LLC | 8,009 | $1.32M | 0.1% | +16.2% | 0.002% | |
7/25/2024 | Tranquility Partners LLC | 14,854 | $2.44M | 0.9% | -4.1% | 0.004% | |
7/25/2024 | Institute for Wealth Management LLC. | 3,082 | $506K | 0.1% | -28.7% | 0.001% | |
7/25/2024 | Cooksen Wealth LLC | 3,964 | $651K | 0.7% | -2.7% | 0.001% | |
7/25/2024 | Lakeshore Financial Planning Inc. | 46,245 | $7.60M | 3.7% | -1.6% | 0.014% | |
7/25/2024 | RFP Financial Group LLC | 337,582 | $55.45M | 20.5% | -5.0% | 0.101% | |
7/25/2024 | Destination Wealth Management | 1,996 | $328K | 0.0% | +5.1% | 0.001% | |
7/25/2024 | Banque Pictet & Cie SA | 3,320 | $545K | 0.0% | -26.4% | 0.001% | |
7/25/2024 | First Merchants Corp | 13,929 | $2.29M | 0.1% | -1.5% | 0.004% | |
7/25/2024 | Financial Guidance Group Inc. | 13,601 | $2.23M | 1.4% | N/A | 0.004% | |
7/25/2024 | Pictet North America Advisors SA | 5,690 | $935K | 0.1% | -3.0% | 0.002% | |
7/25/2024 | Private Wealth Group LLC | 49,874 | $8.19M | 4.3% | +0.6% | 0.015% | |
7/25/2024 | Atlantic Union Bankshares Corp | 2,801 | $460K | 0.0% | -4.5% | 0.001% | |
7/24/2024 | McAdam LLC | 279,874 | $45.98M | 2.8% | +8.4% | 0.084% | |
7/24/2024 | LRI Investments LLC | 475 | $78K | 0.0% | +86.3% | 0.000% | |
7/24/2024 | Colton Groome Financial Advisors LLC | 1,597 | $262K | 0.1% | -52.1% | 0.000% | |
7/24/2024 | EdgeRock Capital LLC | 904 | $149K | 0.1% | N/A | 0.000% | |
7/24/2024 | TrueWealth Advisors LLC | 17,401 | $2.86M | 1.1% | +13.6% | 0.005% | |
7/24/2024 | Grove Bank & Trust | 4,041 | $664K | 0.1% | +98.0% | 0.001% | |
7/24/2024 | Alta Wealth Advisors LLC | 24,686 | $4.06M | 2.0% | +28.0% | 0.007% | |
7/24/2024 | Joseph P. Lucia & Associates LLC | 9,509 | $1.56M | 0.8% | +139.8% | 0.003% | |
7/24/2024 | Herold Advisors Inc. | 40,546 | $6.66M | 1.5% | +1.4% | 0.012% | |
7/24/2024 | Catalina Capital Group LLC | 17,299 | $2.84M | 1.1% | +93.2% | 0.005% | |
7/24/2024 | Capitol Family Office Inc. | 23,122 | $3.80M | 5.1% | -8.1% | 0.007% | |
7/24/2024 | American Financial Advisors LLC | 7,038 | $1.16M | 0.2% | -2.5% | 0.002% | |
7/24/2024 | Capital Wealth Alliance LLC | 2,424 | $398K | 0.2% | -4.8% | 0.001% | |
7/24/2024 | L. Roy Papp & Associates LLP | 62,924 | $10.34M | 1.3% | +11.9% | 0.019% | |
7/24/2024 | Cornerstone Wealth Group LLC | 7,791 | $1.28M | 0.1% | +1.1% | 0.002% | |
7/24/2024 | Sentry LLC | 6,221 | $1.02M | 0.2% | -1.1% | 0.002% | |
7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 22,974 | $3.77M | 0.6% | -4.6% | 0.007% | |
7/24/2024 | Arcus Capital Partners LLC | 8,462 | $1.39M | 0.5% | -31.3% | 0.003% | |
7/24/2024 | &PARTNERS | 43,331 | $7.12M | 0.3% | +523.9% | 0.013% | |
7/24/2024 | MN Wealth Advisors LLC | 6,118 | $1.01M | 0.6% | -23.8% | 0.002% | |
7/23/2024 | Geneos Wealth Management Inc. | 45,550 | $7.48M | 0.3% | +7.3% | 0.014% | |
7/23/2024 | Boothe Investment Group Inc. | 11,450 | $1.87M | 0.9% | -12.5% | 0.003% | |
7/23/2024 | Private Advisory Group LLC | 115,273 | $18.94M | 2.5% | +33.7% | 0.034% | |
7/23/2024 | GYL Financial Synergies LLC | 302,826 | $49.75M | 3.8% | -4.1% | 0.090% | |
7/23/2024 | All Season Financial Advisors Inc. | 22,097 | $3.63M | 3.3% | N/A | 0.007% | |
7/23/2024 | Atlas Brown Inc. | 2,074 | $341K | 0.1% | -13.4% | 0.001% | |
7/23/2024 | Richard W. Paul & Associates LLC | 10,683 | $1.76M | 0.7% | -12.3% | 0.003% | |
7/23/2024 | Private Wealth Advisors LLC | 1,812 | $295K | 0.1% | N/A | 0.001% | |
7/23/2024 | Darrow Company Inc. | 38,025 | $6.25M | 4.1% | -0.7% | 0.011% | |
7/23/2024 | Traphagen Investment Advisors LLC | 1,874 | $308K | 0.0% | -34.4% | 0.001% | |
7/23/2024 | Inlet Private Wealth LLC | 2,804 | $461K | 0.1% | +4.4% | 0.001% | |
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7/23/2024 | American National Bank | 2,574 | $423K | 0.1% | +27.2% | 0.001% | |
7/23/2024 | Moss Adams Wealth Advisors LLC | 51,676 | $8.49M | 1.2% | -0.2% | 0.015% | |
7/23/2024 | Madison Park Capital Advisors LLC | 6,898 | $1.13M | 0.9% | +3.2% | 0.002% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 69,100 | $11.35M | 0.7% | -5.5% | 0.021% | |
7/23/2024 | Courier Capital LLC | 169,108 | $27.78M | 2.2% | -14.7% | 0.050% | |
7/23/2024 | Benchmark Financial Wealth Advisors LLC | 30,793 | $5.06M | 1.9% | +1.3% | 0.009% | |
7/23/2024 | Security Financial Services INC. | 4,500 | $739K | 0.2% | +29.1% | 0.001% | |
7/23/2024 | Macroview Investment Management LLC | 10,690 | $1.76M | 1.9% | +1,229.6% | 0.003% | |
7/23/2024 | Vicus Capital | 201,482 | $33.10M | 3.0% | +0.6% | 0.060% | |
7/23/2024 | Dupree Financial Group LLC | 65,461 | $10.75M | 4.9% | +117.4% | 0.020% | |