7/27/2024 | Riversedge Advisors LLC | 115,541 | $4.35M | 1.1% | -4.3% | 0.049% | |
7/27/2024 | Sterneck Capital Management LLC | 312,129 | $11.76M | 6.7% | +0.3% | 0.131% | |
7/26/2024 | Walkner Condon Financial Advisors LLC | 322,683 | $12.16M | 2.6% | +5.7% | 0.136% | |
7/26/2024 | WealthShield Partners LLC | 4,141 | $156K | 0.0% | -13.9% | 0.002% | |
7/26/2024 | Worth Financial Advisory Group LLC | 34,688 | $1.31M | 0.9% | +13.0% | 0.015% | |
7/26/2024 | Harbour Investments Inc. | 175,928 | $6.63M | 0.2% | +14.9% | 0.074% | |
|
7/26/2024 | NavPoint Financial Inc. | 67,039 | $2.53M | 2.2% | +7.6% | 0.028% | |
7/26/2024 | Bensler LLC | 10,880 | $410K | 0.1% | -31.0% | 0.005% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 52,835 | $1.99M | 0.3% | +0.8% | 0.022% | |
7/26/2024 | Atomi Financial Group Inc. | 31,484 | $1.19M | 0.1% | -7.7% | 0.013% | |
7/26/2024 | Integrity Wealth Solutions LLC | 76,428 | $2.88M | 1.9% | +3.9% | 0.032% | |
7/26/2024 | Saxony Capital Management LLC | 15,839 | $597K | 0.7% | N/A | 0.007% | |
7/26/2024 | AlphaStar Capital Management LLC | 562,908 | $21.21M | 2.0% | +5.3% | 0.237% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 562,045 | $21.17M | 0.5% | +26.3% | 0.237% | |
7/26/2024 | Bank of New York Mellon Corp | 2,283,140 | $86.01M | 0.0% | +1.4% | 0.962% | |
7/26/2024 | Bristlecone Advisors LLC | 105,109 | $3.96M | 0.3% | -2.1% | 0.044% | |
7/26/2024 | Salomon & Ludwin LLC | 10,991 | $414K | 0.0% | +9.7% | 0.005% | |
7/26/2024 | TFG Advisers LLC | 7,364 | $277K | 0.1% | -4.7% | 0.003% | |
7/26/2024 | Obsidian Personal Planning Solutions LLC | 114,065 | $4.30M | 2.6% | +9.3% | 0.048% | |
7/25/2024 | Rooted Wealth Advisors Inc. | 20,363 | $778K | 0.3% | -40.9% | 0.009% | |
7/25/2024 | Pineridge Advisors LLC | 421,228 | $15.87M | 5.4% | N/A | 0.177% | |
7/25/2024 | Brown Financial Advisory | 149,858 | $5.65M | 4.3% | -5.9% | 0.063% | |
7/25/2024 | Optas LLC | 118,606 | $4.47M | 1.2% | +1.4% | 0.050% | |
7/25/2024 | Clear Creek Financial Management LLC | 45,657 | $1.72M | 0.2% | -2.7% | 0.019% | |
7/25/2024 | Forbes Financial Planning Inc. | 67,199 | $2.53M | 2.0% | +104.7% | 0.028% | |
7/25/2024 | David Kennon Inc | 156,900 | $5.91M | 2.5% | +2.4% | 0.066% | |
7/25/2024 | Upper Left Wealth Management LLC | 22,419 | $845K | 0.8% | +9.9% | 0.009% | |
7/25/2024 | Cooksen Wealth LLC | 17,132 | $645K | 0.7% | -2.7% | 0.007% | |
7/24/2024 | McAdam LLC | 76,403 | $2.88M | 0.2% | -1.8% | 0.032% | |
7/24/2024 | Colton Groome Financial Advisors LLC | 55,522 | $2.09M | 0.8% | -10.4% | 0.023% | |
7/24/2024 | Advisory Resource Group | 57,145 | $2.15M | 0.5% | -4.6% | 0.024% | |
7/24/2024 | Paladin Advisory Group LLC | 8,319 | $314K | 0.2% | -5.7% | 0.004% | |
7/24/2024 | Better Money Decisions LLC | 218,363 | $8.23M | 6.2% | +7.4% | 0.092% | |
7/24/2024 | Diversified LLC | 17,974 | $677K | 0.1% | +10.0% | 0.008% | |
7/24/2024 | Catalyst Private Wealth LLC | 13,798 | $520K | 0.3% | -9.8% | 0.006% | |
7/24/2024 | Cedrus LLC | 78,027 | $2.94M | 1.5% | +4.9% | 0.033% | |
7/23/2024 | Geneos Wealth Management Inc. | 186,765 | $7.04M | 0.3% | +9.7% | 0.079% | |
7/23/2024 | Bridge Advisory LLC | 54,818 | $2.07M | 1.0% | +5.4% | 0.023% | |
7/23/2024 | Richard W. Paul & Associates LLC | 17,781 | $670K | 0.3% | +6.9% | 0.007% | |
7/23/2024 | Proffitt & Goodson Inc. | 101,601 | $3.83M | 0.7% | -4.6% | 0.043% | |
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7/23/2024 | American National Bank | 1,793 | $68K | 0.0% | +132.0% | 0.001% | |
7/23/2024 | Moss Adams Wealth Advisors LLC | 160,152 | $6.03M | 0.8% | -9.6% | 0.067% | |
7/23/2024 | Security Financial Services INC. | 41,917 | $1.58M | 0.3% | +294.8% | 0.018% | |
7/23/2024 | ONE Advisory Partners LLC | 93,866 | $3.54M | 1.6% | +362.2% | 0.040% | |
7/23/2024 | Vicus Capital | 13,455 | $507K | 0.0% | +3.9% | 0.006% | |
7/22/2024 | Atria Wealth Solutions Inc. | 230,922 | $8.70M | 0.1% | +30.5% | 0.097% | |
7/22/2024 | Alaska Wealth Advisors | 7,275 | $274K | 0.0% | N/A | 0.003% | |
7/22/2024 | Onyx Bridge Wealth Group LLC | 196,179 | $7.39M | 1.2% | +111.2% | 0.083% | |
7/22/2024 | Legacy Capital Group California Inc. | 51,686 | $1.95M | 0.7% | -2.3% | 0.022% | |
7/22/2024 | Carnegie Investment Counsel | 14,166 | $534K | 0.0% | -2.4% | 0.006% | |
7/20/2024 | Continuum Advisory LLC | 86,158 | $3.25M | 0.5% | +3.1% | 0.036% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 1,579,201 | $59.49M | 0.1% | +83.8% | 0.665% | |
7/20/2024 | Apollon Financial LLC | 6,027 | $227K | 0.1% | -43.4% | 0.003% | |
7/20/2024 | Boston Mountain Money Management Inc. | 78,906 | $2.97M | 2.0% | -3.2% | 0.033% | |
7/19/2024 | Montz Harcus Wealth Management LLC | 15,656 | $590K | 0.4% | +6.3% | 0.007% | |
7/19/2024 | Lifestyle Asset Management Inc. | 26,493 | $998K | 0.6% | -3.4% | 0.011% | |
7/19/2024 | ADE LLC | 101,228 | $3.81M | 2.6% | -0.8% | 0.043% | |
7/19/2024 | Leicht Financial Planning & Wealth Management Inc. | 123,399 | $4.65M | 2.5% | -1.7% | 0.052% | |
7/19/2024 | Western Wealth Management LLC | 74,377 | $2.80M | 0.2% | +5.5% | 0.031% | |
7/19/2024 | Financial Partners Group Inc | 58,674 | $2.21M | 0.3% | -4.2% | 0.025% | |
7/19/2024 | Family Investment Center Inc. | 22,059 | $831K | 0.2% | -3.9% | 0.009% | |
7/19/2024 | Raymond James & Associates | 237,873 | $8.96M | 0.0% | +9.1% | 0.100% | |
7/19/2024 | Calton & Associates Inc. | 13,395 | $505K | 0.3% | -3.5% | 0.006% | |
7/19/2024 | Mason & Associates Inc | 41,906 | $1.58M | 0.4% | +12.4% | 0.018% | |
7/19/2024 | Tennessee Valley Asset Management Partners | 6,947 | $262K | 0.1% | -10.7% | 0.003% | |
7/19/2024 | Spectrum Planning & Advisory Services Inc. | 13,732 | $516K | 0.5% | N/A | 0.006% | |
7/18/2024 | Hofer & Associates. Inc | 27,644 | $1.04M | 0.8% | +1.8% | 0.012% | |
7/18/2024 | Brookstone Capital Management | 276,175 | $10.64M | 0.2% | +47.9% | 0.116% | |
7/18/2024 | Outlook Wealth Advisors LLC | 42,772 | $1.61M | 0.5% | +2.6% | 0.018% | |
7/18/2024 | Baker Tilly Wealth Management LLC | 12,799 | $482K | 0.2% | -20.1% | 0.005% | |
7/18/2024 | Chaney Capital Management Inc. | 174,610 | $6.58M | 4.4% | N/A | 0.074% | |
7/18/2024 | Portside Wealth Group LLC | 90,937 | $3.43M | 0.7% | +7.5% | 0.038% | |
7/18/2024 | Pure Financial Advisors LLC | 132,357 | $4.99M | 0.1% | -1.7% | 0.056% | |
7/17/2024 | Financial Strategies Group Inc. | 557,503 | $21.51M | 5.4% | -1.4% | 0.235% | |
7/17/2024 | Echo Wealth Management LLC | 61,226 | $2.31M | 1.7% | +1.0% | 0.026% | |
7/17/2024 | ERn Financial LLC | 390,105 | $14.70M | 2.4% | +1.0% | 0.164% | |
7/17/2024 | SOA Wealth Advisors LLC. | 29,324 | $1.11M | 0.2% | +20.1% | 0.012% | |
7/17/2024 | Epic Trust Investment Advisors LLC | 9,367 | $353K | 0.4% | +3.4% | 0.004% | |
7/17/2024 | Cobblestone Asset Management LLC | 83,769 | $3.16M | 2.0% | +126.0% | 0.035% | |
7/17/2024 | Phoenix Wealth Advisors | 42,171 | $1.59M | 0.8% | +17.8% | 0.018% | |
7/17/2024 | Capital Wealth Management LLC | 380,665 | $14.34M | 6.6% | +0.5% | 0.160% | |
7/17/2024 | Lockerman Financial Group Inc. | 16,819 | $634K | 1.1% | +4.8% | 0.007% | |
7/17/2024 | AdvisorNet Financial Inc | 4,874 | $184K | 0.0% | +13.5% | 0.002% | |
7/17/2024 | IAG Wealth Partners LLC | 33,780 | $1.27M | 0.3% | +11.0% | 0.014% | |
7/16/2024 | Cornerstone Wealth Management LLC | 53,803 | $2.03M | 0.2% | +5.1% | 0.023% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 1,661,190 | $62.58M | 0.2% | +20.3% | 0.700% | |
7/16/2024 | ORG Partners LLC | 11,546 | $436K | 0.1% | N/A | 0.005% | |
7/16/2024 | Edmonds Duncan Registered Investment Advisors LLC | 178,181 | $6.71M | 1.6% | +4.5% | 0.075% | |
7/16/2024 | ORBA Wealth Advisors L.L.C. | 95,326 | $3.59M | 1.9% | +4.2% | 0.040% | |
7/16/2024 | Great Valley Advisor Group Inc. | 134,398 | $5.06M | 0.1% | +3.9% | 0.057% | |
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7/16/2024 | Financial Insights Inc. | 198,731 | $7.49M | 2.1% | -1.7% | 0.084% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 1,197,307 | $45.10M | 0.1% | +3.0% | 0.504% | |
7/16/2024 | Apeiron RIA LLC | 20,984 | $790K | 0.2% | +2.1% | 0.009% | |
7/16/2024 | Maia Wealth LLC | 11,122 | $432K | 0.1% | N/A | 0.005% | |
7/16/2024 | Mason & Associates LLC | 104,109 | $3.92M | 1.3% | N/A | 0.044% | |
7/16/2024 | Trinity Wealth Management LLC | 19,160 | $722K | 0.4% | +6.3% | 0.008% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 72,928 | $2.75M | 0.1% | -2.6% | 0.031% | |
7/15/2024 | Occidental Asset Management LLC | 45,269 | $1.71M | 0.3% | +1.1% | 0.019% | |
7/15/2024 | Fifth Third Securities Inc. | 41,688 | $1.57M | 0.1% | +20.8% | 0.018% | |
7/15/2024 | Northeast Financial Group Inc. | 26,154 | $985K | 0.4% | -1.7% | 0.011% | |