7/26/2024 | 1900 Wealth Management LLC | 6,989 | $2.33M | 0.2% | -44.0% | 0.021% | |
7/26/2024 | McClarren Financial Advisors Inc. | 333 | $111K | 0.1% | +33,200.0% | 0.001% | |
7/26/2024 | Atomi Financial Group Inc. | 1,559 | $520K | 0.0% | N/A | 0.005% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 97,008 | $32.35M | 0.1% | -1.0% | 0.287% | |
7/26/2024 | AlphaStar Capital Management LLC | 1,737 | $579K | 0.1% | +16.1% | 0.005% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 855 | $285K | 0.0% | N/A | 0.003% | |
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7/26/2024 | Sierra Capital LLC | 2,394 | $798K | 0.1% | -2.2% | 0.007% | |
7/26/2024 | Salomon & Ludwin LLC | 373 | $124K | 0.0% | +9.7% | 0.001% | |
7/26/2024 | Obsidian Personal Planning Solutions LLC | 615 | $205K | 0.1% | N/A | 0.002% | |
7/25/2024 | New Millennium Group LLC | 111 | $37K | 0.0% | N/A | 0.000% | |
7/25/2024 | Levy Wealth Management Group LLC | 13,568 | $4.52M | 1.2% | -3.1% | 0.040% | |
7/25/2024 | RPS Advisory Solutions LLC | 3,854 | $1.29M | 1.2% | N/A | 0.011% | |
7/24/2024 | Quotient Wealth Partners LLC | 1,044 | $348K | 0.0% | N/A | 0.003% | |
7/23/2024 | First Bancorp Inc ME | 6,529 | $2.18M | 1.6% | +9.1% | 0.019% | |
7/23/2024 | Windward Private Wealth Management Inc. | 5,993 | $2.00M | 0.8% | -8.4% | 0.018% | |
7/23/2024 | Ayalon Insurance Comp Ltd. | 5,531 | $1.85M | 0.6% | -2.0% | 0.016% | |
7/23/2024 | Diversified Portfolios Inc. | 9,335 | $3.11M | 0.4% | -3.7% | 0.028% | |
7/22/2024 | Iron Horse Wealth Management LLC | 83,379 | $27.80M | 10.6% | +1.5% | 0.246% | |
7/22/2024 | Atria Wealth Solutions Inc. | 10,877 | $3.63M | 0.0% | -5.5% | 0.032% | |
7/22/2024 | Fifth Third Bancorp | 219 | $73K | 0.0% | -25.5% | 0.001% | |
7/22/2024 | Veracity Capital LLC | 657 | $219K | 0.1% | N/A | 0.002% | |
7/22/2024 | Legacy Capital Group California Inc. | 724 | $241K | 0.1% | N/A | 0.002% | |
7/22/2024 | LongView Wealth Management | 608 | $203K | 0.1% | N/A | 0.002% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 79,274 | $26.43M | 0.0% | +4.8% | 0.234% | |
7/19/2024 | Willner & Heller LLC | 813 | $271K | 0.3% | +10.9% | 0.002% | |
7/19/2024 | Raymond James & Associates | 23,298 | $7.77M | 0.0% | -5.7% | 0.069% | |
7/19/2024 | waypoint wealth counsel | 606 | $202K | 0.2% | -44.7% | 0.002% | |
7/19/2024 | Calton & Associates Inc. | 775 | $258K | 0.1% | -17.2% | 0.002% | |
7/18/2024 | WealthCare Investment Partners LLC | 2,439 | $813K | 0.4% | -1.4% | 0.007% | |
7/18/2024 | Brookstone Capital Management | 16,982 | $5.71M | 0.1% | +146.3% | 0.050% | |
7/18/2024 | Wheelhouse Advisory Group LLC | 43,239 | $14.67M | 10.7% | +0.4% | 0.128% | |
7/18/2024 | Royal Fund Management LLC | 12,869 | $4.32M | 0.4% | -35.0% | 0.038% | |
7/17/2024 | ERn Financial LLC | 115,021 | $38.35M | 6.4% | +5.3% | 0.340% | |
7/17/2024 | Blackston Financial Advisory Group LLC | 5,664 | $1.89M | 1.2% | +5.7% | 0.017% | |
7/17/2024 | DB Fitzpatrick & Co Inc | 594 | $198K | 0.2% | N/A | 0.002% | |
7/17/2024 | Petredis Investment Advisors LLC | 57,099 | $19.04M | 2.1% | +80.3% | 0.169% | |
7/16/2024 | Cornerstone Wealth Management LLC | 1,972 | $657K | 0.1% | -5.9% | 0.006% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 3,999 | $1.33M | 0.0% | +16.8% | 0.012% | |
7/16/2024 | Great Valley Advisor Group Inc. | 774 | $258K | 0.0% | N/A | 0.002% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 10,654 | $3.55M | 0.0% | +1.9% | 0.031% | |
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7/16/2024 | Apeiron RIA LLC | 820 | $273K | 0.1% | +4.5% | 0.002% | |
7/16/2024 | Maia Wealth LLC | 1,505 | $521K | 0.2% | N/A | 0.004% | |
7/16/2024 | Wedmont Private Capital | 630 | $217K | 0.0% | N/A | 0.002% | |
7/16/2024 | Insight Advisors LLC PA | 3,229 | $1.08M | 0.2% | -1.1% | 0.010% | |
7/16/2024 | Voisard Asset Management Group Inc. | 200 | $67K | 0.0% | N/A | 0.001% | |
7/16/2024 | Cooper Financial Group | 19,800 | $6.60M | 1.0% | +0.5% | 0.059% | |
7/15/2024 | RFG Holdings Inc. | 31,188 | $10.40M | 4.0% | +26.3% | 0.092% | |
7/15/2024 | Fifth Third Securities Inc. | 32,523 | $10.86M | 1.0% | -13.3% | 0.096% | |
7/15/2024 | Northeast Financial Group Inc. | 2,533 | $845K | 0.4% | -40.0% | 0.007% | |
7/15/2024 | Stordahl Capital Management Inc. | 52,728 | $17.58M | 4.4% | -1.2% | 0.156% | |
7/15/2024 | Verum Partners LLC | 13,196 | $4.40M | 1.4% | -13.7% | 0.039% | |
7/13/2024 | Retirement Planning Group LLC | 4,636 | $1.55M | 0.1% | -2.1% | 0.014% | |
7/13/2024 | HFG Advisors Inc. | 4,922 | $1.64M | 1.5% | -3.7% | 0.015% | |
7/13/2024 | ForthRight Wealth Management LLC | 885 | $295K | 0.1% | -6.4% | 0.003% | |
7/12/2024 | Ignite Planners LLC | 2,335 | $807K | 0.2% | +17.0% | 0.007% | |
7/12/2024 | Diversify Advisory Services LLC | 854 | $296K | 0.0% | -28.2% | 0.003% | |
7/12/2024 | Sax Wealth Advisors LLC | 1,363 | $455K | 0.0% | -26.8% | 0.004% | |
7/12/2024 | Lion Street Advisors LLC | 1,524 | $508K | 0.2% | N/A | 0.005% | |
7/11/2024 | Canandaigua National Bank & Trust Co. | 771 | $257K | 0.0% | N/A | 0.002% | |
7/11/2024 | WBH Advisory Inc. | 778 | $259K | 0.0% | N/A | 0.002% | |
7/10/2024 | Simplicity Wealth LLC | 5,253 | $1.75M | 0.0% | -2.4% | 0.016% | |
7/10/2024 | Hilltop National Bank | 246 | $82K | 0.0% | -19.6% | 0.001% | |
7/9/2024 | Park Avenue Securities LLC | 13,481 | $4.50M | 0.1% | +11.0% | 0.040% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 3,568 | $1.19M | 0.1% | -1.4% | 0.011% | |
7/9/2024 | Halpern Financial Inc. | 1,610 | $537K | 0.1% | +48.9% | 0.005% | |
7/9/2024 | Mather Group LLC. | 949 | $289K | 0.0% | +1,182.4% | 0.003% | |
6/21/2024 | Cape Investment Advisory Inc. | 806 | $245K | 0.1% | +360.6% | 0.002% | |
6/13/2024 | Mosaic Family Wealth Partners LLC | 13,721 | $4.18M | 0.7% | -8.4% | 0.041% | |
6/4/2024 | Tactive Advisors LLC | 3,774 | $1.15M | 0.6% | N/A | 0.011% | |
5/30/2024 | Cambridge Trust Co. | 325 | $99K | 0.0% | N/A | 0.001% | |
5/29/2024 | Clean Yield Group | 207 | $63K | 0.0% | N/A | 0.001% | |
5/29/2024 | Garde Capital Inc. | 5,538 | $1.69M | 0.1% | -13.9% | 0.016% | |
5/24/2024 | Cetera Advisors LLC | 59,013 | $17.98M | 0.1% | +135.3% | 0.174% | |
5/24/2024 | Cetera Investment Advisers | 78,856 | $24.03M | 0.1% | +91.5% | 0.233% | |
5/24/2024 | Invst LLC | 1,078 | $329K | 0.0% | N/A | 0.003% | |
5/21/2024 | Atria Investments Inc | 13,754 | $4.19M | 0.1% | -5.0% | 0.041% | |
5/17/2024 | Beacon Capital Management LLC | 166 | $51K | 0.0% | N/A | 0.000% | |
5/17/2024 | Comerica Bank | 6,242 | $1.90M | 0.0% | -4.1% | 0.018% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 3,373 | $1.03M | 0.0% | +29.4% | 0.010% | |
5/15/2024 | Lazard Asset Management LLC | 13,081 | $3.99M | 0.0% | +35.8% | 0.039% | |
5/14/2024 | Cadence Bank | 1,707 | $520K | 0.0% | -48.4% | 0.005% | |
5/14/2024 | Sax Wealth Advisors LLC | 1,862 | $567K | 0.1% | +130.7% | 0.006% | |
5/14/2024 | Evermay Wealth Management LLC | 1,729 | $527K | 0.1% | N/A | 0.005% | |
5/14/2024 | InterOcean Capital Group LLC | 4,410 | $1.34M | 0.0% | +143.6% | 0.013% | |
5/13/2024 | Shakespeare Wealth Management LLC | 87,714 | $26.73M | 7.7% | -2.0% | 0.259% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 741 | $226K | 0.0% | N/A | 0.002% | |
5/11/2024 | Hirtle Callaghan & Co LLC | 1,348 | $411K | 0.0% | N/A | 0.004% | |
5/10/2024 | Osaic Holdings Inc. | 117,349 | $35.84M | 0.1% | -8.3% | 0.347% | |
5/10/2024 | Rodgers & Associates LTD | 1,840 | $561K | 0.1% | -9.1% | 0.005% | |
5/10/2024 | GM Advisory Group LLC | 15,393 | $4.69M | 0.3% | -4.4% | 0.046% | |
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5/9/2024 | Dorsey & Whitney Trust CO LLC | 10,611 | $3.23M | 0.2% | -11.2% | 0.031% | |
5/9/2024 | Orion Portfolio Solutions LLC | 3,655 | $1.11M | 0.0% | +182.2% | 0.011% | |
5/9/2024 | Blair William & Co. IL | 3,010 | $917K | 0.0% | +1.6% | 0.009% | |
5/9/2024 | Kingsview Wealth Management LLC | 931 | $284K | 0.0% | N/A | 0.003% | |
5/9/2024 | JDM Financial Group LLC | 194 | $59K | 0.0% | +21.3% | 0.001% | |
5/9/2024 | Koshinski Asset Management Inc. | 1,023 | $312K | 0.0% | N/A | 0.003% | |
5/8/2024 | Cozad Asset Management Inc. | 19,921 | $6.07M | 0.6% | +2.8% | 0.059% | |
5/8/2024 | Bleakley Financial Group LLC | 2,702 | $823K | 0.0% | -13.8% | 0.008% | |
5/8/2024 | Avantax Advisory Services Inc. | 2,791 | $851K | 0.0% | +10.6% | 0.008% | |
5/7/2024 | Concurrent Investment Advisors LLC | 2,443 | $744K | 0.0% | N/A | 0.007% | |