4/26/2024 | MONECO Advisors LLC | 31,485 | $2.30M | 0.4% | +28.7% | 0.009% | |
4/26/2024 | Financial Insights Inc. | 31,997 | $2.34M | 0.7% | N/A | 0.009% | |
4/26/2024 | Triton Wealth Management PLLC | 32,313 | $2.28M | 1.5% | -0.6% | 0.009% | |
4/26/2024 | Latitude Advisors LLC | 8,914 | $652K | 0.4% | N/A | 0.003% | |
4/25/2024 | Allworth Financial LP | 12,757,730 | $933.23M | 6.6% | +2.5% | 3.741% | |
4/25/2024 | One Day In July LLC | 74,789 | $5.47M | 0.7% | -4.7% | 0.022% | |
|
4/25/2024 | Bank of New York Mellon Corp | 3,443,203 | $251.87M | 0.0% | +15.5% | 1.010% | |
4/25/2024 | Gainplan LLC | 3,155 | $231K | 0.1% | -25.1% | 0.001% | |
4/25/2024 | Capital Investment Advisory Services LLC | 26,882 | $1.97M | 0.2% | -5.6% | 0.008% | |
4/25/2024 | Simplex Trading LLC | 26,299 | $1.92M | 0.0% | N/A | 0.008% | |
4/25/2024 | L.M. Kohn & Company | 24,606 | $1.80M | 0.5% | -1.9% | 0.007% | |
4/25/2024 | Valeo Financial Advisors LLC | 29,253 | $2.06M | 0.1% | +1.2% | 0.009% | |
4/25/2024 | Tilson Financial Group Inc. | 17,663 | $1.29M | 0.7% | -11.5% | 0.005% | |
4/25/2024 | Peterson Financial Group Inc. | 53,286 | $3.90M | 2.2% | -0.7% | 0.016% | |
4/25/2024 | Summit Financial LLC | 94,712 | $6.93M | 0.4% | +18.5% | 0.028% | |
4/25/2024 | IAG Wealth Partners LLC | 91,490 | $6.69M | 1.4% | -4.9% | 0.027% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 678,649 | $49.64M | 0.2% | +9.9% | 0.199% | |
4/25/2024 | Intergy Private Wealth LLC | 94,745 | $6.93M | 2.9% | -0.3% | 0.028% | |
4/24/2024 | Private Trust Co. NA | 92,536 | $6.77M | 0.7% | +11.1% | 0.027% | |
4/24/2024 | PSI Advisors LLC | 56,798 | $4.16M | 1.5% | -7.1% | 0.017% | |
4/24/2024 | Win Advisors Inc. | 84,673 | $6.19M | 2.7% | N/A | 0.025% | |
4/24/2024 | Berkshire Bank | 13,398 | $980K | 0.2% | -16.1% | 0.004% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 1,611 | $118K | 0.1% | -59.8% | 0.000% | |
4/24/2024 | Boyd Wealth Management LLC | 259,816 | $19.01M | 10.9% | +105.1% | 0.076% | |
4/24/2024 | Sightline Wealth Advisors LLC | 45,425 | $3.32M | 2.2% | +17.9% | 0.013% | |
4/24/2024 | Dakota Wealth Management | 163,685 | $11.97M | 0.3% | +13.0% | 0.048% | |
4/24/2024 | Simplicity Wealth LLC | 38,631 | $2.83M | 0.1% | +178.5% | 0.011% | |
4/24/2024 | NBT Bank N A NY | 7,035 | $515K | 0.0% | +2,999.1% | 0.002% | |
4/24/2024 | Ackerman Capital Advisors LLC | 437,229 | $31.98M | 8.8% | +3.9% | 0.128% | |
4/24/2024 | Spire Wealth Management | 66,974 | $4.90M | 0.2% | -7.9% | 0.020% | |
4/24/2024 | Essex Financial Services Inc. | 7,308 | $535K | 0.0% | -12.6% | 0.002% | |
4/23/2024 | Truefg LLC | 486,728 | $35.60M | 13.0% | -1.1% | 0.143% | |
4/23/2024 | Iowa State Bank | 40,762 | $2.98M | 0.7% | +1.7% | 0.012% | |
4/23/2024 | Platte River Wealth Advisors LLC | 25,385 | $1.86M | 0.5% | +10.1% | 0.007% | |
4/23/2024 | Global Retirement Partners LLC | 180,809 | $13.23M | 0.5% | +26.3% | 0.053% | |
4/23/2024 | PFG Private Wealth Management LLC | 89,511 | $6.55M | 4.1% | -29.5% | 0.026% | |
4/23/2024 | Luken Investment Analytics LLC | 46,635 | $3.41M | 1.7% | -3.5% | 0.014% | |
4/23/2024 | Sage Mountain Advisors LLC | 3,470 | $254K | 0.0% | +72.5% | 0.001% | |
4/23/2024 | Venturi Wealth Management LLC | 7,539 | $551K | 0.0% | +2.8% | 0.002% | |
4/23/2024 | Fifth Third Bancorp | 16,010 | $1.17M | 0.0% | -1.5% | 0.005% | |
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4/23/2024 | McAdam LLC | 17,250 | $1.26M | 0.1% | +9.7% | 0.005% | |
4/23/2024 | Warner Financial Inc. | 3,012 | $220K | 0.1% | N/A | 0.001% | |
4/23/2024 | Principle Wealth Partners LLC | 7,132 | $522K | 0.0% | +18.1% | 0.002% | |
4/23/2024 | Accurate Wealth Management LLC | 6,871 | $472K | 0.1% | +7.5% | 0.002% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 2,212,381 | $161.84M | 0.2% | -9.7% | 0.649% | |
4/22/2024 | Bristlecone Advisors LLC | 52,186 | $3.82M | 0.3% | +10.0% | 0.015% | |
4/22/2024 | Strategic Financial Concepts LLC | 14,717 | $1.08M | 0.3% | -27.3% | 0.004% | |
4/22/2024 | Confluence Wealth Services Inc. | 13,241 | $969K | 0.1% | +32.5% | 0.004% | |
4/22/2024 | Centennial Wealth Advisory LLC | 53,238 | $3.89M | 1.8% | +5.3% | 0.016% | |
4/22/2024 | PFG Investments LLC | 4,204 | $308K | 0.0% | N/A | 0.001% | |
4/22/2024 | Altfest L J & Co. Inc. | 15,475 | $1.13M | 0.2% | -6.3% | 0.005% | |
4/22/2024 | Drive Wealth Management LLC | 15,750 | $1.15M | 0.3% | -32.1% | 0.005% | |
4/22/2024 | Raymond James & Associates | 674,708 | $49.36M | 0.0% | +7.2% | 0.198% | |
4/22/2024 | Echo Wealth Management LLC | 59,644 | $4.36M | 3.6% | -34.8% | 0.017% | |
4/22/2024 | Strategies Wealth Advisors LLC | 6,121 | $448K | 0.1% | -8.1% | 0.002% | |
4/20/2024 | KWB Wealth | 1,355,343 | $99.14M | 13.3% | +11.3% | 0.397% | |
4/19/2024 | Teamwork Financial Advisors LLC | 4,700 | $344K | 0.1% | -7.7% | 0.001% | |
4/19/2024 | Willis Johnson & Associates Inc. | 2,243,033 | $164.08M | 14.3% | -4.2% | 0.658% | |
4/19/2024 | FCG Investment Co | 31,802 | $2.33M | 1.9% | +33.2% | 0.009% | |
4/19/2024 | Oak Harvest Investment Services | 160,832 | $11.77M | 2.0% | -7.9% | 0.047% | |
4/19/2024 | Wealth Management Resources Inc. | 225,547 | $16.50M | 7.1% | +2.8% | 0.066% | |
4/19/2024 | Tempus Wealth Planning LLC | 14,579 | $1.07M | 0.5% | N/A | 0.004% | |
4/19/2024 | Accel Wealth Management | 5,022 | $367K | 0.2% | N/A | 0.001% | |
4/19/2024 | Cornerstone Wealth Management LLC | 135,573 | $9.92M | 0.8% | +2.6% | 0.040% | |
4/19/2024 | Advisor Resource Council | 4,886 | $357K | 0.1% | -96.0% | 0.001% | |
4/19/2024 | Wallington Asset Management LLC | 8,465 | $619K | 0.1% | +56.3% | 0.002% | |
4/19/2024 | Valeo Financial Advisors LLC | 29,248 | $2.14M | 0.0% | +1.2% | 0.009% | |
4/19/2024 | Tradewinds Capital Management LLC | 18,354 | $1.34M | 0.4% | -93.3% | 0.005% | |
4/19/2024 | WFA Asset Management Corp | 282,267 | $20.65M | 10.8% | -2.2% | 0.083% | |
4/18/2024 | Tower Wealth Partners Inc. | 183,259 | $13.41M | 8.7% | +1.5% | 0.054% | |
4/18/2024 | Summit Investment Advisory Services LLC | 20,421 | $1.49M | 0.9% | +5.3% | 0.006% | |
4/18/2024 | MBM Wealth Consultants LLC | 33,320 | $2.44M | 0.9% | +2.8% | 0.010% | |
4/18/2024 | Compton Financial Group LLC | 695,900 | $50.91M | 17.1% | +15.6% | 0.204% | |
4/18/2024 | Oxinas Partners Wealth Management LLC | 107,873 | $7.89M | 5.1% | -3.5% | 0.032% | |
4/18/2024 | Nvest Financial LLC | 27,589 | $2.02M | 1.3% | -2.0% | 0.008% | |
4/18/2024 | Measured Wealth Private Client Group LLC | 440,022 | $32.19M | 11.2% | -3.1% | 0.129% | |
4/18/2024 | Woodmont Investment Counsel LLC | 600 | $44K | 0.0% | N/A | 0.000% | |
4/18/2024 | Synergy Asset Management LLC | 3,414 | $250K | 0.0% | N/A | 0.001% | |
4/18/2024 | Edmonds Duncan Registered Investment Advisors LLC | 406,204 | $29.71M | 7.2% | +0.4% | 0.119% | |
4/18/2024 | Colton Groome Financial Advisors LLC | 76,441 | $5.59M | 2.2% | -6.4% | 0.022% | |
4/18/2024 | Bridgewealth Advisory Group LLC | 72,903 | $5.33M | 2.6% | +641.5% | 0.021% | |
4/18/2024 | AlphaMark Advisors LLC | 3,170 | $232K | 0.1% | +12.2% | 0.001% | |
4/18/2024 | Choice Wealth Advisors LLC | 241,068 | $17.63M | 10.7% | -5.4% | 0.071% | |
4/18/2024 | CCG Wealth Management LLC | 257,206 | $18.82M | 11.3% | +9.5% | 0.075% | |
4/18/2024 | Cobblestone Asset Management LLC | 89,348 | $6.54M | 4.4% | +168.5% | 0.026% | |
4/18/2024 | Horizon Wealth Management LLC | 252,579 | $18.48M | 4.8% | -42.3% | 0.074% | |
4/18/2024 | SteelPeak Wealth LLC | 4,551 | $333K | 0.0% | +7.0% | 0.001% | |
4/18/2024 | Optas LLC | 189,547 | $13.87M | 3.8% | -4.6% | 0.056% | |
4/18/2024 | WJ Wealth Management LLC | 81,577 | $5.97M | 2.4% | +60.6% | 0.024% | |
4/17/2024 | Fiduciary Alliance LLC | 9,134 | $669K | 0.1% | -11.0% | 0.003% | |
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4/17/2024 | Trilogy Capital Inc. | 554,617 | $40.57M | 2.3% | -13.5% | 0.163% | |
4/17/2024 | River Street Advisors LLC | 11,579 | $847K | 0.6% | +2.6% | 0.003% | |
4/17/2024 | Iron Horse Wealth Management LLC | 8,798 | $644K | 0.3% | -35.6% | 0.003% | |
4/17/2024 | Founders Financial Securities LLC | 606,687 | $44.38M | 4.7% | -22.8% | 0.178% | |
4/17/2024 | Atticus Wealth Management LLC | 67,197 | $4.92M | 1.6% | -58.0% | 0.020% | |
4/17/2024 | Foguth Wealth Management LLC. | 74,350 | $5.44M | 2.9% | N/A | 0.022% | |
4/17/2024 | Winthrop Advisory Group LLC | 461,676 | $33.77M | 4.9% | +1,311.3% | 0.135% | |
4/17/2024 | Coston McIsaac & Partners | 1,131 | $82K | 0.0% | -30.4% | 0.000% | |
4/17/2024 | Symphony Financial Ltd. Co. | 273,608 | $20.01M | 4.7% | +21.9% | 0.080% | |
4/17/2024 | Private Ocean LLC | 2,163 | $158K | 0.0% | -60.3% | 0.001% | |