7/26/2024 | 1900 Wealth Management LLC | 20,724 | $2.04M | 0.2% | -2.8% | 0.079% | |
7/26/2024 | Breakwater Capital Group | 12,310 | $1.21M | 0.3% | +3.7% | 0.047% | |
7/26/2024 | Harbour Investments Inc. | 36,074 | $3.54M | 0.1% | +6.0% | 0.138% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 64,538 | $6.34M | 0.0% | +23.1% | 0.247% | |
7/26/2024 | Atomi Financial Group Inc. | 4,776 | $469K | 0.0% | N/A | 0.018% | |
7/26/2024 | Trust Co. of Virginia VA | 154,927 | $15.22M | 1.5% | +6.3% | 0.592% | |
|
7/26/2024 | Sierra Capital LLC | 34,425 | $3.38M | 0.5% | -15.8% | 0.132% | |
7/26/2024 | Bristlecone Advisors LLC | 1,740 | $171K | 0.0% | N/A | 0.007% | |
7/26/2024 | Salomon & Ludwin LLC | 2,307 | $227K | 0.0% | -41.0% | 0.009% | |
7/25/2024 | Raymond James Trust N.A. | 3,251 | $319K | 0.0% | +12.6% | 0.012% | |
7/25/2024 | EQ LLC | 29,732 | $2.92M | 1.7% | +2.3% | 0.114% | |
7/25/2024 | Bryant Woods Investment Advisors LLC | 49,881 | $4.90M | 3.8% | -5.1% | 0.191% | |
7/24/2024 | Lebenthal Global Advisors LLC | 54,632 | $5.37M | 1.2% | +1.9% | 0.209% | |
7/23/2024 | Private Advisory Group LLC | 48,330 | $4.75M | 0.6% | +11.2% | 0.185% | |
7/23/2024 | Moss Adams Wealth Advisors LLC | 6,298 | $619K | 0.1% | -40.3% | 0.024% | |
7/23/2024 | Macroview Investment Management LLC | 3,965 | $389K | 0.4% | -55.1% | 0.015% | |
7/23/2024 | Orgel Wealth Management LLC | 1,893,776 | $185.99M | 5.0% | +1.5% | 7.242% | |
7/22/2024 | Flagship Private Wealth LLC | 7,686 | $755K | 0.4% | +37.8% | 0.029% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 236,883 | $23.26M | 0.0% | +2.5% | 0.906% | |
7/19/2024 | Raymond James & Associates | 147,315 | $14.47M | 0.0% | +6.6% | 0.563% | |
7/19/2024 | waypoint wealth counsel | 12,148 | $1.19M | 0.9% | -2.2% | 0.046% | |
7/19/2024 | Eagle Wealth Strategies LLC | 6,116 | $601K | 0.5% | -3.0% | 0.023% | |
7/18/2024 | 17 Capital Partners LLC | 4,058 | $399K | 0.3% | +29.2% | 0.016% | |
7/17/2024 | AdvisorNet Financial Inc | 45,256 | $4.45M | 0.4% | +7.8% | 0.173% | |
7/16/2024 | Great Valley Advisor Group Inc. | 8,844 | $869K | 0.0% | -2.0% | 0.034% | |
7/16/2024 | Flower City Capital | 33,946 | $3.33M | 2.2% | +1.5% | 0.130% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 15,950 | $1.57M | 0.0% | -50.7% | 0.061% | |
7/15/2024 | Patriot Investment Management Group Inc. | 78,795 | $7.74M | 0.6% | -17.4% | 0.301% | |
7/15/2024 | Stordahl Capital Management Inc. | 9,192 | $903K | 0.2% | -2.2% | 0.035% | |
7/15/2024 | Verum Partners LLC | 24,702 | $2.43M | 0.8% | -2.3% | 0.094% | |
7/15/2024 | Coastline Trust Co | 16,145 | $1.59M | 0.2% | +5.9% | 0.062% | |
7/12/2024 | Diversify Advisory Services LLC | 4,672 | $454K | 0.0% | +18.6% | 0.018% | |
7/12/2024 | Rebalance LLC | 17,770 | $1.75M | 0.1% | +1.8% | 0.068% | |
7/12/2024 | Accel Wealth Management | 4,301 | $422K | 0.2% | +2.4% | 0.016% | |
7/12/2024 | CRA Financial Services LLC | 17,018 | $1.67M | 0.3% | -2.8% | 0.065% | |
7/11/2024 | OLD National Bancorp IN | 132,387 | $13.00M | 0.3% | +11.5% | 0.506% | |
7/9/2024 | Mather Group LLC. | 459 | $47K | 0.0% | N/A | 0.002% | |
7/5/2024 | Thurston Springer Miller Herd & Titak Inc. | 2,285 | $224K | 0.1% | N/A | 0.009% | |
6/10/2024 | Schwab Charitable Fund | 14,835 | $1.51M | 0.0% | +49.7% | 0.057% | |
6/10/2024 | Clear Rock Advisors LLC | 36,163 | $3.67M | 1.6% | -1.6% | 0.138% | |
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5/29/2024 | Soltis Investment Advisors LLC | 20,089 | $2.04M | 0.2% | +29.4% | 0.077% | |
5/24/2024 | Cetera Advisor Networks LLC | 228,346 | $23.18M | 0.1% | +6.5% | 0.873% | |
5/24/2024 | Cetera Advisors LLC | 61,445 | $6.24M | 0.0% | +48.3% | 0.235% | |
5/24/2024 | Cetera Investment Advisers | 291,754 | $29.61M | 0.1% | N/A | 1.116% | |
5/17/2024 | Comerica Bank | 5,464 | $555K | 0.0% | -9.0% | 0.021% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 5,316 | $540K | 0.0% | +3.6% | 0.020% | |
5/16/2024 | Silvercrest Asset Management Group LLC | 13,958 | $1.42M | 0.0% | +446.3% | 0.053% | |
5/14/2024 | Axxcess Wealth Management LLC | 14,511 | $1.47M | 0.0% | +4.2% | 0.055% | |
5/10/2024 | Osaic Holdings Inc. | 375,638 | $38.14M | 0.1% | +20.3% | 1.436% | |
5/10/2024 | Viawealth LLC | 5,000 | $508K | 0.3% | -5.3% | 0.019% | |
5/9/2024 | Blair William & Co. IL | 2,701 | $274K | 0.0% | -6.9% | 0.010% | |
5/9/2024 | HBK Sorce Advisory LLC | 5,352 | $543K | 0.0% | +3.7% | 0.020% | |
5/9/2024 | Pettyjohn Wood & White Inc. | 4,570 | $464K | 0.1% | -6.0% | 0.017% | |
5/9/2024 | New Insight Wealth Advisors | 114,257 | $11.60M | 7.2% | +11.7% | 0.437% | |
5/9/2024 | Koshinski Asset Management Inc. | 12,192 | $1.24M | 0.1% | -12.6% | 0.047% | |
5/8/2024 | Avantax Advisory Services Inc. | 6,533 | $663K | 0.0% | +5.5% | 0.025% | |
5/8/2024 | Watershed Private Wealth LLC | 3,431 | $348K | 0.2% | +70.1% | 0.013% | |
5/8/2024 | Thoroughbred Financial Services LLC | 2,147 | $217K | 0.0% | N/A | 0.008% | |
5/7/2024 | Anson Capital Inc. | 13,026 | $1.32M | 1.9% | +4.3% | 0.050% | |
5/7/2024 | WNY Asset Management LLC | 15,097 | $1.53M | 0.2% | -3.3% | 0.058% | |
5/7/2024 | Concurrent Investment Advisors LLC | 18,851 | $1.91M | 0.1% | +5.2% | 0.072% | |
5/7/2024 | Mitsubishi UFJ Asset Management UK Ltd. | 148,300 | $15.05M | 7.6% | -15.2% | 0.567% | |
5/7/2024 | EQ LLC | 29,056 | $2.95M | 1.8% | +8.4% | 0.111% | |
5/7/2024 | PFG Advisors | 21,443 | $2.18M | 0.2% | +3.2% | 0.082% | |
5/7/2024 | Wealthspire Advisors LLC | 5,333 | $541K | 0.0% | -38.7% | 0.020% | |
5/6/2024 | Davidson Capital Management Inc. | 44,949 | $4.56M | 1.5% | +3.5% | 0.172% | |
5/6/2024 | VitalStone Financial LLC | 285 | $29K | 0.0% | +61.0% | 0.001% | |
5/6/2024 | Manchester Capital Management LLC | 3,347 | $340K | 0.0% | -5.6% | 0.013% | |
5/6/2024 | Financial Council LLC | 8,200 | $832K | 0.5% | -13.6% | 0.031% | |
5/4/2024 | Silver Oak Advisory Group Inc. | 13,519 | $1.37M | 0.8% | -4.0% | 0.052% | |
5/2/2024 | Salomon & Ludwin LLC | 3,907 | $397K | 0.0% | +346.0% | 0.015% | |
5/1/2024 | 1834 Investment Advisors Co. | 6,425 | $652K | 0.1% | +91.7% | 0.025% | |
5/1/2024 | Janney Montgomery Scott LLC | 71,112 | $7.22M | 0.0% | +35.1% | 0.272% | |
5/1/2024 | Source Financial Advisors LLC | 6,239 | $633K | 0.2% | +2.5% | 0.024% | |
5/1/2024 | Grant Street Asset Management Inc. | 2,134 | $217K | 0.1% | N/A | 0.008% | |
5/1/2024 | Diversify Advisory Services LLC | 3,940 | $396K | 0.0% | N/A | 0.015% | |
4/30/2024 | Private Advisor Group LLC | 44,064 | $4.47M | 0.0% | +1.0% | 0.169% | |
4/30/2024 | Macroview Investment Management LLC | 8,834 | $897K | 1.0% | -18.7% | 0.034% | |
4/30/2024 | Perigon Wealth Management LLC | 3,894 | $395K | 0.0% | +11.4% | 0.015% | |
4/29/2024 | Commonwealth Equity Services LLC | 313,648 | $31.84M | 0.1% | +2.0% | 1.199% | |
4/29/2024 | Harbor Advisory Corp MA | 40,206 | $4.08M | 1.4% | -0.6% | 0.154% | |
4/25/2024 | One Day In July LLC | 279,881 | $28.41M | 3.8% | -4.7% | 1.070% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 52,441 | $5.32M | 0.0% | -34.8% | 0.201% | |
4/24/2024 | 1900 Wealth Management LLC | 21,319 | $2.16M | 0.2% | -1.0% | 0.082% | |
4/24/2024 | Spire Wealth Management | 13,429 | $1.36M | 0.1% | -12.4% | 0.051% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 230,993 | $23.45M | 0.0% | +3.7% | 0.883% | |
4/22/2024 | Raymond James & Associates | 138,143 | $14.02M | 0.0% | -5.7% | 0.528% | |
4/19/2024 | Accel Wealth Management | 4,201 | $426K | 0.2% | +27.3% | 0.016% | |
4/19/2024 | Wiser Wealth Management Inc | 116,161 | $11.79M | 3.9% | +5.9% | 0.444% | |
4/18/2024 | Verum Partners LLC | 25,288 | $2.57M | 0.9% | -5.8% | 0.097% | |
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4/18/2024 | Stordahl Capital Management Inc. | 9,401 | $954K | 0.2% | -11.0% | 0.036% | |
4/18/2024 | Breakwater Capital Group | 11,875 | $1.21M | 0.3% | -6.4% | 0.045% | |
4/16/2024 | Trust Co. of Virginia VA | 145,787 | $14.80M | 1.4% | N/A | 0.558% | |
4/16/2024 | Fidelity D & D Bancorp Inc. | 22,367 | $2.27M | 1.7% | +19.8% | 0.086% | |
4/16/2024 | Capital Asset Advisory Services LLC | 14,508 | $1.43M | 0.1% | +4.1% | 0.055% | |
4/15/2024 | Orgel Wealth Management LLC | 1,866,451 | $189.45M | 5.2% | -2.5% | 7.137% | |
4/15/2024 | Eagle Wealth Strategies LLC | 6,302 | $633K | 0.5% | -95.9% | 0.024% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 32,354 | $3.28M | 0.1% | -5.5% | 0.137% | |
4/12/2024 | Flower City Capital | 33,457 | $3.40M | 2.3% | +13.3% | 0.141% | |
4/12/2024 | AdvisorNet Financial Inc | 41,985 | $4.26M | 0.4% | +17.6% | 0.178% | |