4/24/2024 | Krilogy Financial LLC | 17,194 | $616K | 0.0% | -11.4% | 0.015% | |
4/24/2024 | CENTRAL TRUST Co | 121,113 | $4.34M | 0.1% | -8.0% | 0.105% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 11,325 | $405K | 0.1% | -13.5% | 0.010% | |
4/24/2024 | Capasso Planning Partners LLC | 14,140 | $506K | 0.2% | -30.1% | 0.012% | |
4/23/2024 | James J. Burns & Company LLC | 9,601 | $340K | 0.1% | -54.8% | 0.008% | |
4/23/2024 | Morton Brown Family Wealth LLC | 404,423 | $14.48M | 6.0% | +7.7% | 0.350% | |
|
4/23/2024 | McAdam LLC | 1,436,955 | $51.44M | 3.3% | +7.1% | 1.244% | |
4/23/2024 | Financial Consulate Inc. | 159,399 | $5.71M | 1.7% | +1.8% | 0.138% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 66,569 | $2.38M | 0.0% | -18.7% | 0.058% | |
4/22/2024 | Nicholas Hoffman & Company LLC. | 219,818 | $7.87M | 0.4% | +6.3% | 0.190% | |
4/22/2024 | Strategic Financial Planning Inc. | 179,399 | $6.42M | 4.8% | -0.3% | 0.155% | |
4/19/2024 | ZRC Wealth Management LLC | 37,316 | $1.34M | 0.7% | +85.9% | 0.032% | |
4/19/2024 | Valley National Advisers Inc. | 243,191 | $8.71M | 1.3% | +4.3% | 0.211% | |
4/19/2024 | IVC Wealth Advisors LLC | 7,736 | $277K | 0.2% | +7.6% | 0.007% | |
4/19/2024 | Tradewinds Capital Management LLC | 5,167 | $185K | 0.1% | +204.5% | 0.004% | |
4/18/2024 | SeaCrest Wealth Management LLC | 28,585 | $1.02M | 0.1% | +1.2% | 0.025% | |
4/18/2024 | Hexagon Capital Partners LLC | 29,015 | $1.04M | 0.2% | +34.8% | 0.025% | |
4/18/2024 | Morris Financial Concepts Inc. | 12,468 | $446K | 0.2% | -20.2% | 0.011% | |
4/18/2024 | Miracle Mile Advisors LLC | 21,863 | $783K | 0.0% | -34.2% | 0.019% | |
4/18/2024 | Omega Financial Group LLC | 17,758 | $636K | 0.3% | -3.7% | 0.015% | |
4/17/2024 | Annapolis Financial Services LLC | 11,193 | $401K | 0.1% | -5.9% | 0.010% | |
4/17/2024 | Brooklyn FI LLC | 109,941 | $3.94M | 1.6% | -0.4% | 0.095% | |
4/17/2024 | Kathleen S. Wright Associates Inc. | 139,229 | $4.98M | 2.3% | -1.7% | 0.121% | |
4/16/2024 | Noble Family Wealth LLC | 55,071 | $1.97M | 0.6% | -5.0% | 0.048% | |
4/16/2024 | Moisand Fitzgerald Tamayo LLC | 23,301 | $834K | 0.1% | -1.9% | 0.020% | |
4/16/2024 | OneAscent Financial Services LLC | 23,210 | $831K | 0.1% | -13.9% | 0.020% | |
4/16/2024 | Capital Insight Partners LLC | 243,006 | $8.70M | 1.6% | +3.8% | 0.210% | |
4/16/2024 | Courage Miller Partners LLC | 178,899 | $6.41M | 2.2% | +1.2% | 0.155% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 670,026 | $23.99M | 0.1% | -10.3% | 0.580% | |
4/16/2024 | Procyon Advisors LLC | 101,286 | $3.63M | 0.3% | +1,365.6% | 0.088% | |
4/15/2024 | Investment Partners Asset Management Inc. | 16,822 | $602K | 0.5% | +8.2% | 0.015% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 8,434 | $302K | 0.0% | N/A | 0.007% | |
4/15/2024 | Atlas Capital Advisors LLC | 227,374 | $8.14M | 1.3% | -2.8% | 0.197% | |
4/15/2024 | West Paces Advisors Inc. | 198,514 | $7.11M | 1.9% | -3.3% | 0.172% | |
4/13/2024 | Columbus Macro LLC | 67,687 | $2.42M | 0.9% | -0.6% | 0.059% | |
4/12/2024 | Charles Schwab Trust Co | 278,999 | $9.99M | 0.9% | +15.4% | 0.242% | |
4/12/2024 | Abacus Planning Group Inc. | 48,419 | $1.73M | 0.3% | -0.8% | 0.044% | |
4/11/2024 | Single Point Partners LLC | 28,233 | $1.01M | 0.2% | -5.8% | 0.026% | |
4/11/2024 | Paragon Capital Management Ltd | 6,984 | $250K | 0.0% | N/A | 0.006% | |
4/11/2024 | Cornerstone Wealth Advisors Inc. | 90,097 | $3.23M | 1.0% | -12.6% | 0.081% | |
Will this $2 AI stock double overnight? (Ad) It's a tiny AI company fighting for a big piece of a $20 Billion Pentagon contract.
What's more, this groundbreaking firm is trading for less than $2 a share! Click here to learn more >>> |
4/10/2024 | McLean Asset Management Corp | 23,077 | $826K | 0.3% | +9.7% | 0.021% | |
4/10/2024 | BCS Wealth Management | 20,572 | $736K | 0.2% | +95.4% | 0.019% | |
4/10/2024 | Lantz Financial LLC | 11,619 | $416K | 0.1% | -4.8% | 0.010% | |
4/10/2024 | ACT Wealth Management LLC | 286,605 | $10.26M | 5.2% | +3.8% | 0.259% | |
4/9/2024 | Richard P Slaughter Associates Inc | 23,569 | $844K | 0.2% | -25.6% | 0.021% | |
4/9/2024 | Northwest Capital Management Inc | 57,984 | $2.08M | 0.7% | -0.5% | 0.052% | |
4/9/2024 | Collective Family Office LLC | 16,720 | $599K | 0.2% | -3.0% | 0.015% | |
4/9/2024 | Foster Group Inc. | 30,445 | $1.09M | 0.1% | +19.7% | 0.028% | |
4/9/2024 | Mather Group LLC. | 1,033,254 | $36.05M | 0.6% | -0.6% | 0.933% | |
4/5/2024 | Carolina Wealth Advisors LLC | 27,709 | $992K | 0.5% | +8.3% | 0.025% | |
4/2/2024 | Symmetry Partners LLC | 119,508 | $4.28M | 0.3% | -12.1% | 0.108% | |
4/1/2024 | Appleton Partners Inc. MA | 6,089 | $218K | 0.0% | N/A | 0.006% | |
3/6/2024 | SageView Advisory Group LLC | 1,621,136 | $55.30M | 1.9% | +39.3% | 1.464% | |
3/1/2024 | Creekmur Asset Management LLC | 1,148 | $40K | 0.0% | N/A | 0.001% | |
2/29/2024 | Tortoise Investment Management LLC | 200,385 | $6.99M | 0.9% | +8.7% | 0.181% | |
2/27/2024 | Beaird Harris Wealth Management LLC | 185,024 | $6.46M | 0.7% | -1.5% | 0.167% | |
2/15/2024 | Bell Investment Advisors Inc | 164,615 | $5.74M | 1.2% | -3.6% | 0.149% | |
2/14/2024 | Creative Planning | 1,440,089 | $50.25M | 0.1% | +1.6% | 1.301% | |
2/14/2024 | Redwood Investment Management LLC | 232,991 | $8.13M | 0.7% | -17.0% | 0.210% | |
2/13/2024 | Envestnet Asset Management Inc. | 1,827,436 | $63.76M | 0.0% | +0.5% | 1.651% | |
2/13/2024 | Vawter Financial Ltd. | 16,483 | $575K | 0.4% | +6.9% | 0.015% | |
2/13/2024 | Cetera Advisor Networks LLC | 124,144 | $4.33M | 0.0% | +0.9% | 0.112% | |
2/13/2024 | Jones Financial Companies Lllp | 249,958 | $8.72M | 0.0% | +11.1% | 0.226% | |
2/13/2024 | Summit Financial Strategies Inc. | 11,854 | $414K | 0.1% | -5.2% | 0.011% | |
2/13/2024 | James J. Burns & Company LLC | 21,218 | $739K | 0.2% | +2.0% | 0.019% | |
2/12/2024 | Clear Investment Research LLC | 1,348 | $47K | 0.1% | -24.7% | 0.001% | |
2/12/2024 | Brown Brothers Harriman & Co. | 790 | $28K | 0.0% | N/A | 0.001% | |
2/12/2024 | Strategic Financial Planning Inc. | 179,981 | $6.28M | 4.9% | +18.8% | 0.163% | |
2/12/2024 | Manhattan West Asset Management LLC | 6,675 | $233K | 0.1% | -42.2% | 0.006% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 11,200 | $391K | 0.0% | -14.6% | 0.010% | |
2/12/2024 | Fortress Wealth Management Inc. | 38,789 | $1.35M | 0.7% | -8.6% | 0.035% | |
2/12/2024 | Focus Financial Network Inc. ADV | 34,986 | $1.22M | 0.0% | N/A | 0.032% | |
2/12/2024 | Cape Investment Advisory Inc. | 1,271 | $44K | 0.0% | +89.1% | 0.001% | |
2/12/2024 | Wilson & Boucher Capital Management LLC | 6,000 | $209K | 0.2% | N/A | 0.005% | |
2/9/2024 | Advisory Services Network LLC | 7,770 | $271K | 0.0% | +6.8% | 0.007% | |
2/9/2024 | Commerce Bank | 30,712 | $1.07M | 0.0% | +22.1% | 0.028% | |
2/9/2024 | US Bancorp DE | 47,971 | $1.67M | 0.0% | -7.4% | 0.043% | |
2/9/2024 | Corient Private Wealth LLC | 1,189,553 | $41.50M | 0.1% | +0.8% | 1.075% | |
2/9/2024 | Coldstream Capital Management Inc. | 142,635 | $4.98M | 0.1% | +8.6% | 0.129% | |
2/9/2024 | UBS Group AG | 343,184 | $11.97M | 0.0% | -6.6% | 0.310% | |
2/8/2024 | Main Street Financial Solutions LLC | 140,024 | $4.89M | 0.6% | +3.3% | 0.126% | |
2/8/2024 | Tortoise Investment Management LLC | 219,854 | $7.43M | 1.0% | +19.3% | 0.199% | |
2/8/2024 | Private Wealth Management Group LLC | 13,942 | $486K | 0.2% | N/A | 0.013% | |
2/8/2024 | Lindenwold Advisors INC | 15,250 | $532K | 0.3% | N/A | 0.014% | |
2/8/2024 | Beacon Pointe Advisors LLC | 15,267 | $533K | 0.0% | -20.2% | 0.014% | |
2/8/2024 | Quadrant Capital Group LLC | 70,193 | $2.45M | 0.2% | -2.4% | 0.063% | |
2/8/2024 | Vise Technologies Inc. | 285,014 | $9.94M | 2.1% | -12.6% | 0.257% | |
2/8/2024 | Moran Wealth Management LLC | 14,548 | $508K | 0.0% | +7.2% | 0.013% | |
2/8/2024 | Marshall Financial Group Inc. ADV | 16,366 | $571K | 0.2% | +2.6% | 0.015% | |
2/7/2024 | One Capital Management LLC | 247,079 | $8.62M | 0.3% | +38.9% | 0.223% | |
Forget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THIS (Ad) You might have seen that Bitcoin was one of the best performing assets of 2023.
It gained 164%.
But a crypto millionaire who has been tracking the space for more than a decade has ABANDONED Bitcoin.
He found something better. Click here to find out that this 8,788% cryptocurrency is. |
2/7/2024 | Access Investment Management LLC | 2,000 | $70K | 0.0% | N/A | 0.002% | |
2/7/2024 | Smithfield Trust Co | 1,230 | $43K | 0.0% | N/A | 0.001% | |
2/7/2024 | Principal Securities Inc. | 1,174 | $41K | 0.0% | N/A | 0.001% | |
2/7/2024 | Clearwater Capital Advisors LLC | 144,314 | $5.04M | 0.6% | +5.1% | 0.130% | |
2/6/2024 | Charles Schwab Investment Advisory Inc. | 38,797,027 | $1.35B | 1.9% | +0.8% | 35.047% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 1,003,495 | $35.01M | 0.0% | +0.5% | 0.906% | |
2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 491,113 | $17.14M | 0.6% | +23.8% | 0.444% | |
2/6/2024 | TCG Advisory Services LLC | 8,373 | $292K | 0.0% | N/A | 0.008% | |
2/6/2024 | Horan Capital Advisors LLC. | 51,819 | $1.81M | 0.7% | -4.0% | 0.047% | |
2/6/2024 | Natixis Advisors L.P. | 55,845 | $1.95M | 0.0% | +177.9% | 0.050% | |