4/26/2024 | Mesirow Financial Investment Management Inc. | 17,412 | $881K | 0.0% | N/A | 0.003% | |
4/26/2024 | Sigma Investment Counselors Inc. | 15,639 | $791K | 0.0% | -6.7% | 0.002% | |
4/26/2024 | Verdence Capital Advisors LLC | 30,934 | $1.57M | 0.1% | -1.0% | 0.005% | |
4/26/2024 | Robinson Smith Wealth Advisors LLC | 10,843 | $549K | 0.5% | +39.9% | 0.002% | |
4/26/2024 | Checchi Capital Advisers LLC | 15,489 | $784K | 0.1% | N/A | 0.002% | |
4/25/2024 | Allworth Financial LP | 430,551 | $21.79M | 0.2% | +8.9% | 0.067% | |
|
4/25/2024 | Bear Mountain Capital Inc. | 11,996 | $599K | 0.3% | -3.5% | 0.002% | |
4/25/2024 | W Advisors LLC | 31,316 | $1.59M | 1.1% | -13.7% | 0.005% | |
4/25/2024 | Values Added Financial LLC | 96,280 | $4.87M | 3.8% | +36.5% | 0.015% | |
4/25/2024 | Human Investing LLC | 19,233 | $973K | 0.2% | +9.5% | 0.003% | |
4/25/2024 | Financial Architects LLC | 24,485 | $1.24M | 0.9% | -16.8% | 0.004% | |
4/25/2024 | Glassy Mountain Advisors Inc. | 36,324 | $1.84M | 0.7% | +6.3% | 0.006% | |
4/25/2024 | 25 LLC | 162,399 | $8.22M | 4.0% | +8.0% | 0.025% | |
4/25/2024 | Valeo Financial Advisors LLC | 54,229 | $2.71M | 0.1% | +24.7% | 0.008% | |
4/25/2024 | Tilson Financial Group Inc. | 107,586 | $5.44M | 2.9% | +32.6% | 0.017% | |
4/25/2024 | Summit Financial LLC | 28,545 | $1.44M | 0.1% | -50.2% | 0.004% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 191,745 | $9.70M | 0.0% | +3.4% | 0.030% | |
4/25/2024 | Intergy Private Wealth LLC | 30,783 | $1.56M | 0.6% | -1.0% | 0.005% | |
4/24/2024 | Private Trust Co. NA | 19,607 | $992K | 0.1% | +5.5% | 0.003% | |
4/24/2024 | Zhang Financial LLC | 9,800 | $496K | 0.0% | N/A | 0.002% | |
4/24/2024 | 1900 Wealth Management LLC | 174,759 | $8.84M | 0.8% | +30.7% | 0.027% | |
4/24/2024 | Conscious Wealth Investments LLC | 21,139 | $1.06M | 0.8% | -14.7% | 0.003% | |
4/24/2024 | Tenret Co LLC | 204,757 | $10.36M | 7.3% | +30.1% | 0.032% | |
4/24/2024 | Boyd Wealth Management LLC | 39,180 | $1.98M | 1.1% | +15.1% | 0.006% | |
4/24/2024 | Simplicity Wealth LLC | 1,434,143 | $72.57M | 1.7% | N/A | 0.224% | |
4/24/2024 | Archford Capital Strategies LLC | 17,744 | $898K | 0.2% | -17.5% | 0.003% | |
4/24/2024 | Ackerman Capital Advisors LLC | 1,158,947 | $58.64M | 16.2% | -0.1% | 0.181% | |
4/24/2024 | Spire Wealth Management | 108,385 | $5.48M | 0.2% | +0.7% | 0.017% | |
4/24/2024 | First Pacific Financial | 30,959 | $1.57M | 0.4% | +20.3% | 0.005% | |
4/24/2024 | Essex Financial Services Inc. | 6,465 | $327K | 0.0% | +16.0% | 0.001% | |
4/24/2024 | Capasso Planning Partners LLC | 16,764 | $848K | 0.4% | -3.2% | 0.003% | |
4/23/2024 | Meredith Wealth Planning | 33,880 | $1.71M | 1.0% | +52.6% | 0.005% | |
4/23/2024 | Busey Bank | 53,419 | $2.70M | 0.1% | -10.6% | 0.008% | |
4/23/2024 | BSW Wealth Partners | 710,667 | $35.96M | 6.1% | +1.1% | 0.111% | |
4/23/2024 | Precedent Wealth Partners LLC | 16,066 | $813K | 0.3% | +14.2% | 0.003% | |
4/23/2024 | Global Retirement Partners LLC | 38,709 | $1.96M | 0.1% | +2.3% | 0.006% | |
4/23/2024 | TriaGen Wealth Management LLC | 21,506 | $1.09M | 0.5% | +1.9% | 0.003% | |
4/23/2024 | Silver Lake Advisory LLC | 4,605 | $233K | 0.1% | N/A | 0.001% | |
4/23/2024 | McAdam LLC | 126,438 | $6.40M | 0.4% | -1.8% | 0.020% | |
4/23/2024 | Leverty Financial Group LLC | 62,024 | $3.14M | 1.9% | +0.4% | 0.010% | |
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4/23/2024 | Strategic Blueprint LLC | 143,911 | $7.28M | 0.5% | +62.1% | 0.023% | |
4/23/2024 | Accurate Wealth Management LLC | 9,186 | $459K | 0.1% | +4.3% | 0.001% | |
4/23/2024 | Hanson & Doremus Investment Management | 893,667 | $45.22M | 7.3% | +1,098.5% | 0.140% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,955,957 | $98.97M | 0.1% | -1.4% | 0.306% | |
4/23/2024 | Sutton Place Investors LLC | 10,937 | $553K | 0.3% | +168.4% | 0.002% | |
4/23/2024 | Prospect Financial Services LLC | 7,383 | $374K | 0.3% | +19.4% | 0.001% | |
4/22/2024 | Bristlecone Advisors LLC | 114,311 | $5.78M | 0.5% | +12.2% | 0.018% | |
4/22/2024 | Nicholas Hoffman & Company LLC. | 7,899 | $400K | 0.0% | +18.2% | 0.001% | |
4/22/2024 | Corrigan Financial Inc. | 173,683 | $8.79M | 2.2% | +1.3% | 0.027% | |
4/22/2024 | Johnson Bixby & Associates LLC | 29,462 | $1.49M | 0.3% | +21.7% | 0.005% | |
4/22/2024 | Towneley Capital Management Inc DE | 99,255 | $5.02M | 1.2% | -1.1% | 0.016% | |
4/22/2024 | Cahaba Wealth Management Inc. | 290,233 | $14.69M | 1.3% | +4.2% | 0.045% | |
4/22/2024 | Vishria Bird Financial Group LLC | 124,625 | $6.31M | 2.7% | -2.5% | 0.020% | |
4/22/2024 | Rockwood Wealth Management LLC | 580,068 | $29.35M | 3.8% | +17.4% | 0.091% | |
4/22/2024 | Drive Wealth Management LLC | 38,644 | $1.96M | 0.5% | +3.4% | 0.006% | |
4/22/2024 | Raymond James & Associates | 17,637,463 | $892.46M | 0.6% | +2.3% | 2.760% | |
4/22/2024 | Lakewood Asset Management LLC | 16,787 | $849K | 0.6% | +94.1% | 0.003% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 17,325 | $877K | 0.1% | -35.9% | 0.003% | |
4/22/2024 | Physician Wealth Solutions Inc. | 180,141 | $9.12M | 7.7% | +3.0% | 0.028% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 177,900 | $9.00M | 0.2% | +2.8% | 0.028% | |
4/19/2024 | GenTrust LLC | 355,639 | $18.00M | 1.1% | +20.1% | 0.056% | |
4/19/2024 | Level Financial Advisors | 7,839 | $397K | 0.2% | +3.6% | 0.001% | |
4/19/2024 | Financial Perspectives Inc | 4,661 | $236K | 0.1% | -28.3% | 0.001% | |
4/19/2024 | RTD Financial Advisors Inc. | 185,168 | $9.37M | 1.3% | -3.1% | 0.029% | |
4/19/2024 | Veery Capital LLC | 14,941 | $756K | 0.3% | -62.6% | 0.002% | |
4/19/2024 | Wealth Management Resources Inc. | 16,000 | $810K | 0.4% | N/A | 0.003% | |
4/19/2024 | Cornerstone Wealth Management LLC | 59,019 | $2.99M | 0.2% | +5.8% | 0.009% | |
4/19/2024 | Norden Group LLC | 51,356 | $2.60M | 0.0% | +71.8% | 0.008% | |
4/19/2024 | Wiser Wealth Management Inc | 4,112 | $208K | 0.1% | -8.4% | 0.001% | |
4/19/2024 | Red Tortoise LLC | 10,984 | $556K | 0.3% | +3.7% | 0.002% | |
4/19/2024 | Valley National Advisers Inc. | 36,913 | $1.87M | 0.3% | +7.1% | 0.006% | |
4/19/2024 | Leeward Financial Partners LLC | 25,733 | $1.30M | 0.6% | +18.9% | 0.004% | |
4/19/2024 | Albion Financial Group UT | 4,100 | $207K | 0.0% | -48.8% | 0.001% | |
4/19/2024 | Valeo Financial Advisors LLC | 53,558 | $2.71M | 0.0% | +23.2% | 0.008% | |
4/19/2024 | Mosaic Advisors LLC | 55,877 | $2.83M | 2.3% | +0.5% | 0.009% | |
4/18/2024 | Integrity Wealth Solutions LLC | 45,493 | $2.30M | 1.5% | +7.4% | 0.007% | |
4/18/2024 | Verum Partners LLC | 9,470 | $479K | 0.2% | +59.9% | 0.001% | |
4/18/2024 | Eagle Ridge Investment Management | 289,764 | $14.66M | 1.4% | +5.2% | 0.045% | |
4/18/2024 | Financial Strategies Group Inc. | 18,882 | $947K | 0.3% | +16.3% | 0.003% | |
4/18/2024 | Exchange Capital Management Inc. | 19,835 | $1.00M | 0.2% | +125.5% | 0.003% | |
4/18/2024 | Narus Financial Partners LLC | 10,250 | $519K | 0.2% | +78.3% | 0.002% | |
4/18/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 341,231 | $17.27M | 4.5% | -0.8% | 0.053% | |
4/18/2024 | Capstone Capital LLC | 146,755 | $7.43M | 6.4% | +9.9% | 0.023% | |
4/18/2024 | Steele Capital Management Inc. | 21,905 | $1.11M | 0.1% | +13.5% | 0.003% | |
4/18/2024 | Congress Wealth Management LLC DE | 100,871 | $5.10M | 0.1% | +1.4% | 0.016% | |
4/18/2024 | Hexagon Capital Partners LLC | 18,425 | $932K | 0.2% | +31.9% | 0.003% | |
4/18/2024 | O ROURKE & COMPANY Inc | 45,208 | $2.29M | 1.3% | +7.7% | 0.007% | |
4/18/2024 | Claro Advisors LLC | 7,774 | $393K | 0.1% | N/A | 0.001% | |
4/18/2024 | Miracle Mile Advisors LLC | 52,100 | $2.64M | 0.1% | -3.7% | 0.008% | |
4/18/2024 | MGO Private Wealth LLC | 43,321 | $2.19M | 1.4% | +25.6% | 0.007% | |
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4/18/2024 | Financial Life Advisors | 83,912 | $4.25M | 1.8% | -1.1% | 0.013% | |
4/18/2024 | Fifth Third Securities Inc. | 46,699 | $2.36M | 0.2% | +14.8% | 0.007% | |
4/18/2024 | RHS Financial LLC | 4,712 | $238K | 0.1% | -18.3% | 0.001% | |
4/18/2024 | Aviance Capital Partners LLC | 21,306 | $1.08M | 0.2% | -5.4% | 0.003% | |
4/18/2024 | Scott Capital Advisors LLC | 10,177 | $510K | 0.2% | +15.6% | 0.002% | |
4/18/2024 | Compass Ion Advisors LLC | 5,904 | $299K | 0.0% | -20.5% | 0.001% | |
4/18/2024 | LVW Advisors LLC | 87,817 | $4.44M | 0.8% | -6.8% | 0.014% | |
4/18/2024 | SteelPeak Wealth LLC | 69,707 | $3.53M | 0.2% | +63.4% | 0.011% | |
4/18/2024 | ADE LLC | 15,739 | $796K | 0.5% | -67.1% | 0.002% | |
4/18/2024 | Breakwater Capital Group | 47,162 | $2.39M | 0.6% | +1.2% | 0.007% | |