7/26/2024 | Detalus Advisors LLC | 21,201 | $744K | 0.3% | +14.1% | 0.004% | |
7/26/2024 | Ballast Advisors LLC | 38,675 | $1.36M | 0.4% | -1.6% | 0.007% | |
7/26/2024 | Walkner Condon Financial Advisors LLC | 483,473 | $16.96M | 3.7% | +17.2% | 0.086% | |
7/26/2024 | McClarren Financial Advisors Inc. | 912 | $32K | 0.0% | -95.5% | 0.000% | |
7/26/2024 | ABLE Financial Group LLC | 65,417 | $2.30M | 0.8% | +2.1% | 0.012% | |
7/26/2024 | WealthShield Partners LLC | 20,262 | $711K | 0.1% | -12.6% | 0.004% | |
|
7/26/2024 | Financial Connections Group Inc. | 54,317 | $1.91M | 1.0% | -5.8% | 0.010% | |
7/26/2024 | Worth Financial Advisory Group LLC | 58,425 | $2.05M | 1.3% | +9.5% | 0.010% | |
7/26/2024 | Harbour Investments Inc. | 253,455 | $8.89M | 0.3% | +37.7% | 0.045% | |
7/26/2024 | Bensler LLC | 61,051 | $2.14M | 0.3% | +6.2% | 0.011% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 50,955 | $1.79M | 0.3% | +2.1% | 0.009% | |
7/26/2024 | Atomi Financial Group Inc. | 50,807 | $1.78M | 0.1% | +9.3% | 0.009% | |
7/26/2024 | Integrity Wealth Solutions LLC | 89,437 | $3.14M | 2.0% | -0.7% | 0.016% | |
7/26/2024 | Sequent Asset Management LLC | 41,258 | $1.45M | 0.7% | +78.4% | 0.007% | |
7/26/2024 | AlphaStar Capital Management LLC | 977,890 | $34.30M | 3.2% | -49.2% | 0.173% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 952,303 | $33.41M | 0.8% | -84.0% | 0.168% | |
7/26/2024 | SlateStone Wealth LLC | 9,462 | $332K | 0.0% | -9.6% | 0.002% | |
7/26/2024 | Bank of New York Mellon Corp | 3,573,306 | $125.35M | 0.0% | -1.5% | 0.632% | |
7/26/2024 | Bristlecone Advisors LLC | 939,702 | $32.97M | 2.8% | -0.1% | 0.166% | |
7/26/2024 | Salomon & Ludwin LLC | 36,908 | $1.30M | 0.1% | +19.3% | 0.007% | |
7/26/2024 | Obsidian Personal Planning Solutions LLC | 204,067 | $7.16M | 4.4% | +5.6% | 0.036% | |
7/25/2024 | Systelligence LLC | 156,119 | $5.48M | 1.5% | -4.9% | 0.028% | |
7/25/2024 | Rooted Wealth Advisors Inc. | 18,743 | $673K | 0.3% | -11.1% | 0.003% | |
7/25/2024 | First Heartland Consultants Inc. | 419,558 | $14.72M | 1.0% | +5.0% | 0.074% | |
7/25/2024 | Pineridge Advisors LLC | 39,243 | $1.38M | 0.5% | +313.3% | 0.007% | |
7/25/2024 | Brown Financial Advisory | 220,220 | $7.73M | 5.9% | -0.1% | 0.039% | |
7/25/2024 | Tempus Wealth Planning LLC | 7,888 | $277K | 0.1% | N/A | 0.001% | |
7/25/2024 | Upper Left Wealth Management LLC | 22,548 | $791K | 0.7% | +10.6% | 0.004% | |
7/25/2024 | Cooksen Wealth LLC | 76,194 | $2.67M | 2.7% | +0.9% | 0.013% | |
7/25/2024 | Laurel Wealth Planning LLC | 50,609 | $1.78M | 1.2% | -4.9% | 0.009% | |
7/24/2024 | Colton Groome Financial Advisors LLC | 66,937 | $2.35M | 0.9% | -18.7% | 0.012% | |
7/24/2024 | TrueWealth Advisors LLC | 5,861 | $206K | 0.1% | N/A | 0.001% | |
7/24/2024 | Strategic Financial Partners Ltd. | 399,334 | $14.01M | 7.7% | +2.0% | 0.071% | |
7/24/2024 | Flagstone Financial Management | 624,457 | $21.91M | 8.1% | +1.6% | 0.110% | |
7/24/2024 | Premier Path Wealth Partners LLC | 23,083 | $810K | 0.1% | -28.2% | 0.004% | |
7/24/2024 | Better Money Decisions LLC | 33,657 | $1.18M | 0.9% | +3.6% | 0.006% | |
7/24/2024 | Goldstein Advisors LLC | 405,397 | $14.22M | 2.4% | +2.3% | 0.072% | |
7/24/2024 | Cedrus LLC | 178,240 | $6.25M | 3.1% | +4.8% | 0.032% | |
7/24/2024 | &PARTNERS | 20,800 | $730K | 0.0% | N/A | 0.004% | |
7/23/2024 | Geneos Wealth Management Inc. | 526,142 | $18.46M | 0.8% | +4.3% | 0.093% | |
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7/23/2024 | Bridge Advisory LLC | 139,945 | $4.91M | 2.4% | +4.6% | 0.025% | |
7/23/2024 | SOL Capital Management CO | 99,800 | $3.50M | 0.4% | +1.5% | 0.018% | |
7/23/2024 | Richard W. Paul & Associates LLC | 24,652 | $865K | 0.3% | +48.3% | 0.004% | |
7/23/2024 | Proffitt & Goodson Inc. | 527,465 | $18.50M | 3.3% | -5.6% | 0.093% | |
7/23/2024 | Moss Adams Wealth Advisors LLC | 446,641 | $15.67M | 2.2% | -1.8% | 0.079% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 17,447 | $612K | 0.0% | +3.4% | 0.003% | |
7/23/2024 | Courier Capital LLC | 33,216 | $1.17M | 0.1% | -3.7% | 0.006% | |
7/23/2024 | Security Financial Services INC. | 213,837 | $7.50M | 1.6% | -7.2% | 0.038% | |
7/23/2024 | Vicus Capital | 126,253 | $4.43M | 0.4% | +1.4% | 0.022% | |
7/23/2024 | XML Financial LLC | 159,445 | $5.59M | 0.6% | +3.5% | 0.028% | |
7/22/2024 | Iron Horse Wealth Management LLC | 449,056 | $15.75M | 6.0% | +2.8% | 0.079% | |
7/22/2024 | Atria Wealth Solutions Inc. | 188,932 | $6.63M | 0.1% | +6.1% | 0.033% | |
7/22/2024 | Alaska Wealth Advisors | 1,401 | $49K | 0.0% | N/A | 0.000% | |
7/22/2024 | Krilogy Financial LLC | 24,455 | $858K | 0.1% | -2.1% | 0.004% | |
7/22/2024 | Hobbs Group Advisors LLC | 222,011 | $7.79M | 3.0% | N/A | 0.039% | |
7/22/2024 | Dakota Wealth Management | 141,362 | $4.96M | 0.1% | +45.9% | 0.025% | |
7/22/2024 | Colonial River Wealth Management LLC | 35,155 | $1.23M | 0.7% | +2.4% | 0.006% | |
7/20/2024 | Auour Investments LLC | 803,475 | $28.19M | 10.5% | +1.7% | 0.142% | |
7/20/2024 | First Horizon Advisors Inc. | 41,993 | $1.47M | 0.0% | -1.6% | 0.007% | |
7/20/2024 | Continuum Advisory LLC | 156,611 | $5.49M | 0.8% | +6.2% | 0.028% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 2,786,626 | $97.76M | 0.1% | +3.5% | 0.493% | |
7/20/2024 | Zhang Financial LLC | 28,003 | $982K | 0.1% | +2.1% | 0.005% | |
7/19/2024 | Montz Harcus Wealth Management LLC | 146,658 | $5.15M | 3.3% | +2.5% | 0.026% | |
7/19/2024 | Lifestyle Asset Management Inc. | 160,968 | $5.65M | 3.2% | -3.7% | 0.028% | |
7/19/2024 | Leicht Financial Planning & Wealth Management Inc. | 454,572 | $15.95M | 8.5% | +1.1% | 0.080% | |
7/19/2024 | MONECO Advisors LLC | 65,162 | $2.29M | 0.3% | +66.3% | 0.012% | |
7/19/2024 | Western Wealth Management LLC | 237,665 | $8.34M | 0.6% | +7.9% | 0.042% | |
7/19/2024 | Garrett Wealth Advisory Group LLC | 586,877 | $20.59M | 7.6% | +9.2% | 0.104% | |
7/19/2024 | Raymond James & Associates | 335,967 | $11.79M | 0.0% | +4.9% | 0.059% | |
7/19/2024 | Tennessee Valley Asset Management Partners | 90,235 | $3.17M | 0.7% | -4.6% | 0.016% | |
7/19/2024 | Spectrum Planning & Advisory Services Inc. | 17,676 | $620K | 0.6% | N/A | 0.003% | |
7/19/2024 | Tyche Wealth Partners LLC | 50,328 | $1.77M | 0.4% | +54.3% | 0.009% | |
7/19/2024 | Sensible Financial Planning & Management LLC. | 236,397 | $8.29M | 1.8% | +19.6% | 0.042% | |
7/19/2024 | World Equity Group Inc. | 38,903 | $1.37M | 0.4% | +3.9% | 0.007% | |
7/18/2024 | Gradient Investments LLC | 3,191,657 | $111.96M | 2.5% | +4.3% | 0.565% | |
7/18/2024 | Brookstone Capital Management | 305,581 | $11.09M | 0.2% | -17.2% | 0.054% | |
7/18/2024 | Outlook Wealth Advisors LLC | 62,933 | $2.21M | 0.7% | +59.2% | 0.011% | |
7/18/2024 | Baker Tilly Wealth Management LLC | 24,940 | $875K | 0.4% | -12.2% | 0.004% | |
7/18/2024 | Portside Wealth Group LLC | 215,251 | $7.55M | 1.4% | +4.6% | 0.038% | |
7/18/2024 | Investments & Financial Planning LLC | 10,815 | $379K | 0.3% | -6.4% | 0.002% | |
7/18/2024 | Pure Financial Advisors LLC | 648,717 | $22.76M | 0.6% | -2.9% | 0.115% | |
7/18/2024 | Miracle Mile Advisors LLC | 44,093 | $1.55M | 0.0% | +1.0% | 0.008% | |
7/18/2024 | Triad Wealth Partners LLC | 33,217 | $1.17M | 0.6% | -6.0% | 0.006% | |
7/17/2024 | Narus Financial Partners LLC | 26,540 | $931K | 0.4% | +2.8% | 0.005% | |
7/17/2024 | ERn Financial LLC | 618,429 | $21.69M | 3.6% | +11.8% | 0.109% | |
7/17/2024 | Annapolis Financial Services LLC | 124,269 | $4.36M | 1.4% | +0.8% | 0.022% | |
7/17/2024 | Astoria Strategic Wealth Inc. | 15,382 | $540K | 0.2% | -6.0% | 0.003% | |
7/17/2024 | Epic Trust Investment Advisors LLC | 19,590 | $687K | 0.8% | +4.2% | 0.003% | |
7/17/2024 | Cypress Financial Planning LLC | 9,617 | $337K | 0.1% | +35.1% | 0.002% | |
7/17/2024 | Lockerman Financial Group Inc. | 28,654 | $1.01M | 1.8% | +30.4% | 0.005% | |
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7/17/2024 | AdvisorNet Financial Inc | 27,308 | $958K | 0.1% | +9.7% | 0.005% | |
7/17/2024 | IAG Wealth Partners LLC | 1,090,340 | $38.25M | 7.7% | +2.8% | 0.193% | |
7/16/2024 | Cornerstone Wealth Management LLC | 183,289 | $6.43M | 0.5% | +9.3% | 0.032% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 2,326,437 | $81.61M | 0.3% | +39.8% | 0.412% | |
7/16/2024 | Cedar Point Capital Partners LLC | 16,502 | $579K | 0.4% | +5.1% | 0.003% | |
7/16/2024 | GPS Wealth Strategies Group LLC | 61,080 | $2.14M | 0.3% | -4.6% | 0.011% | |
7/16/2024 | ORG Partners LLC | 705 | $25K | 0.0% | N/A | 0.000% | |
7/16/2024 | Steele Capital Management Inc. | 62,944 | $2.21M | 0.1% | +1.8% | 0.011% | |
7/16/2024 | Bill Few Associates Inc. | 22,292 | $782K | 0.3% | +88.7% | 0.004% | |
7/16/2024 | Edmonds Duncan Registered Investment Advisors LLC | 852,162 | $29.89M | 7.3% | -2.3% | 0.151% | |