4/23/2024 | PFG Private Wealth Management LLC | 263 | $63K | 0.0% | N/A | 0.000% | |
4/23/2024 | United Asset Strategies Inc. | 3,120 | $748K | 0.1% | -3.8% | 0.002% | |
4/23/2024 | WASHINGTON TRUST Co | 16,485 | $3.95M | 0.1% | +4.1% | 0.011% | |
4/23/2024 | Canvas Wealth Advisors LLC | 1,429 | $328K | 0.1% | -5.0% | 0.001% | |
4/23/2024 | Wheelhouse Advisory Group LLC | 50,215 | $12.04M | 9.5% | +4.3% | 0.035% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 6,571 | $1.58M | 0.1% | -28.5% | 0.005% | |
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4/23/2024 | Fifth Third Bancorp | 331,373 | $79.45M | 0.3% | -1.9% | 0.231% | |
4/23/2024 | McAdam LLC | 15,659 | $3.75M | 0.2% | -2.3% | 0.011% | |
4/23/2024 | Principle Wealth Partners LLC | 1,763 | $423K | 0.0% | -4.7% | 0.001% | |
4/23/2024 | Revisor Wealth Management LLC | 4,280 | $975K | 0.4% | N/A | 0.003% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 547,281 | $131.22M | 0.2% | -1.2% | 0.381% | |
4/23/2024 | Stonegate Investment Group LLC | 25,495 | $6.11M | 0.2% | +6.4% | 0.018% | |
4/23/2024 | Crescent Sterling Ltd. | 3,550 | $851K | 0.8% | N/A | 0.002% | |
4/22/2024 | Bristlecone Advisors LLC | 80,611 | $19.33M | 1.7% | +486.4% | 0.056% | |
4/22/2024 | Strategic Financial Concepts LLC | 10,029 | $2.41M | 0.6% | N/A | 0.007% | |
4/22/2024 | Byrne Asset Management LLC | 490 | $117K | 0.1% | +13.4% | 0.000% | |
4/22/2024 | PFG Investments LLC | 10,966 | $2.63M | 0.2% | +628.6% | 0.008% | |
4/22/2024 | Parsons Capital Management Inc. RI | 10,373 | $2.49M | 0.2% | +8.6% | 0.007% | |
4/22/2024 | Raymond James & Associates | 114,563 | $27.47M | 0.0% | -1.4% | 0.080% | |
4/22/2024 | Everpar Advisors LLC | 1,850 | $444K | 0.3% | -20.3% | 0.001% | |
4/22/2024 | Strategies Wealth Advisors LLC | 835 | $200K | 0.0% | N/A | 0.001% | |
4/20/2024 | BetterWealth LLC | 959 | $230K | 0.1% | N/A | 0.001% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 5,227 | $1.25M | 0.0% | -1.2% | 0.004% | |
4/19/2024 | Kovack Advisors Inc. | 1,053 | $252K | 0.0% | N/A | 0.001% | |
4/19/2024 | Red Tortoise LLC | 140 | $34K | 0.0% | N/A | 0.000% | |
4/19/2024 | Leeward Financial Partners LLC | 43,396 | $10.41M | 4.4% | +6.1% | 0.030% | |
4/18/2024 | Total Wealth Planning LLC | 1,396 | $335K | 0.1% | -4.6% | 0.001% | |
4/18/2024 | Silverlake Wealth Management LLC | 4,658 | $1.12M | 0.6% | -2.6% | 0.003% | |
4/18/2024 | Measured Wealth Private Client Group LLC | 7,103 | $1.70M | 0.6% | -4.3% | 0.005% | |
4/18/2024 | Verum Partners LLC | 1,205 | $289K | 0.1% | +22.2% | 0.001% | |
4/18/2024 | Capital Advisors Ltd. LLC | 47,243 | $11.33M | 1.5% | +2.3% | 0.033% | |
4/18/2024 | Congress Wealth Management LLC DE | 48,318 | $11.59M | 0.2% | +0.3% | 0.034% | |
4/18/2024 | Consilio Wealth Advisors LLC | 1,187 | $285K | 0.1% | -25.0% | 0.001% | |
4/18/2024 | Claro Advisors LLC | 7,996 | $1.92M | 0.3% | +8.6% | 0.006% | |
4/18/2024 | CCG Wealth Management LLC | 1,038 | $249K | 0.1% | N/A | 0.001% | |
4/18/2024 | BKM Wealth Management LLC | 1,286 | $308K | 0.1% | -51.6% | 0.001% | |
4/18/2024 | Francis Financial Inc. | 884 | $212K | 0.1% | -17.2% | 0.001% | |
4/18/2024 | Compass Ion Advisors LLC | 3,330 | $798K | 0.1% | -11.4% | 0.002% | |
4/18/2024 | Breakwater Capital Group | 2,706 | $649K | 0.2% | -7.3% | 0.002% | |
4/18/2024 | Ironwood Financial llc | 18,813 | $4.51M | 1.0% | +0.6% | 0.013% | |
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4/18/2024 | Chatham Capital Group Inc. | 51,679 | $12.39M | 2.3% | -0.1% | 0.036% | |
4/17/2024 | Red Door Wealth Management LLC | 3,193 | $766K | 0.1% | +4.8% | 0.002% | |
4/17/2024 | Gradient Capital Advisors LLC | 19,781 | $4.74M | 1.7% | -1.7% | 0.014% | |
4/17/2024 | Annapolis Financial Services LLC | 3,618 | $867K | 0.3% | -11.0% | 0.003% | |
4/17/2024 | Founders Financial Securities LLC | 7,999 | $1.92M | 0.2% | +18.2% | 0.006% | |
4/17/2024 | Foguth Wealth Management LLC. | 1,075 | $258K | 0.1% | N/A | 0.001% | |
4/17/2024 | Atticus Wealth Management LLC | 13,772 | $3.30M | 1.1% | -2.1% | 0.010% | |
4/17/2024 | Winthrop Advisory Group LLC | 2,345 | $562K | 0.1% | +68.0% | 0.002% | |
4/16/2024 | Moisand Fitzgerald Tamayo LLC | 3,326 | $797K | 0.1% | -4.4% | 0.002% | |
4/16/2024 | Total Investment Management Inc. | 49,078 | $11.77M | 1.5% | +2.5% | 0.034% | |
4/16/2024 | Norris Perne & French LLP MI | 1,048 | $251K | 0.0% | N/A | 0.001% | |
4/16/2024 | OneAscent Financial Services LLC | 21,708 | $5.21M | 0.6% | -13.5% | 0.015% | |
4/16/2024 | Financial Management Professionals Inc. | 60,205 | $14.44M | 2.1% | +1.6% | 0.042% | |
4/16/2024 | Kathmere Capital Management LLC | 140,711 | $33.74M | 3.9% | +1.3% | 0.098% | |
4/16/2024 | Atlantic Union Bankshares Corp | 892 | $214K | 0.0% | -5.3% | 0.001% | |
4/16/2024 | Capital Asset Advisory Services LLC | 1,106,132 | $263.26M | 15.1% | -0.8% | 0.769% | |
4/16/2024 | Cypress Wealth Services LLC | 5,923 | $1.42M | 0.3% | -15.7% | 0.004% | |
4/16/2024 | Tarbox Family Office Inc. | 50,993 | $12.23M | 2.1% | -2.5% | 0.035% | |
4/16/2024 | Hurlow Wealth Management Group Inc. | 132,949 | $31.88M | 11.3% | -0.2% | 0.092% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 154,466 | $37.04M | 0.1% | +32.0% | 0.107% | |
4/16/2024 | Advocacy Wealth Management Services LLC | 11,695 | $2.80M | 0.2% | N/A | 0.008% | |
4/15/2024 | Janiczek Wealth Management LLC | 8,217 | $1.97M | 0.4% | +182.2% | 0.006% | |
4/15/2024 | Wealthcare Capital Management LLC | 1,050 | $252K | 0.0% | -4.1% | 0.001% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 2,996 | $718K | 0.0% | +9.3% | 0.002% | |
4/15/2024 | Clarity Financial LLC | 844 | $202K | 0.0% | -31.5% | 0.001% | |
4/15/2024 | Brookstone Capital Management | 3,065 | $735K | 0.0% | +22.8% | 0.002% | |
4/15/2024 | Rezny Wealth Management Inc. | 2,385 | $572K | 0.2% | -14.1% | 0.002% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 1,040 | $250K | 0.0% | -30.7% | 0.001% | |
4/15/2024 | Disciplined Investments LLC | 1,107 | $265K | 0.1% | N/A | 0.001% | |
4/15/2024 | Sound Income Strategies LLC | 213 | $51K | 0.0% | -19.9% | 0.000% | |
4/13/2024 | Wallace Advisory Group LLC | 1,849 | $403K | 0.3% | N/A | 0.001% | |
4/12/2024 | Riverview Trust Co | 15,118 | $3.63M | 2.8% | +2.8% | 0.011% | |
4/12/2024 | Annex Advisory Services LLC | 1,668 | $400K | 0.0% | -16.7% | 0.001% | |
4/12/2024 | Keystone Wealth Services LLC | 2,432 | $583K | 0.2% | -8.2% | 0.002% | |
4/12/2024 | Capital Planning LLC | 25,570 | $6.13M | 2.0% | +8.5% | 0.018% | |
4/12/2024 | Carlson Capital Management | 31,246 | $7.49M | 0.4% | -91.1% | 0.023% | |
4/12/2024 | AdvisorNet Financial Inc | 3,772 | $904K | 0.1% | -1.6% | 0.003% | |
4/12/2024 | True North Advisors LLC | 4,517 | $1.08M | 0.3% | +121.1% | 0.003% | |
4/12/2024 | High Net Worth Advisory Group LLC | 3,768 | $904K | 0.3% | -8.5% | 0.003% | |
4/11/2024 | City Holding Co. | 11,854 | $2.84M | 0.4% | +25.3% | 0.009% | |
4/11/2024 | Ballentine Partners LLC | 390,446 | $93.61M | 1.8% | -1.0% | 0.282% | |
4/11/2024 | Royal Fund Management LLC | 59,953 | $14.38M | 1.4% | +0.2% | 0.043% | |
4/11/2024 | Market Street Wealth Management Advisors LLC | 9,719 | $2.33M | 0.4% | -3.2% | 0.007% | |
4/11/2024 | RDA Financial Network | 1,066 | $256K | 0.1% | +6.0% | 0.001% | |
4/11/2024 | Cooper Financial Group | 1,327 | $318K | 0.1% | -32.8% | 0.001% | |
4/11/2024 | Salem Investment Counselors Inc. | 890 | $213K | 0.0% | -8.4% | 0.001% | |
4/11/2024 | Bangor Savings Bank | 167 | $40K | 0.0% | N/A | 0.000% | |
4/11/2024 | &PARTNERS | 172,194 | $41.23M | 5.7% | +122.6% | 0.124% | |
4/11/2024 | Pioneer Wealth Management Group | 16,631 | $3.99M | 2.3% | -28.1% | 0.012% | |
4/11/2024 | Moller Wealth Partners | 98,945 | $23.72M | 6.4% | -4.1% | 0.071% | |
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4/11/2024 | RFG Advisory LLC | 1,300 | $312K | 0.0% | +7.4% | 0.001% | |
4/11/2024 | Soundmark Wealth Management LLC | 27,959 | $6.70M | 3.0% | -3.9% | 0.020% | |
4/10/2024 | Triangle Securities Wealth Management | 1,008 | $242K | 0.1% | -6.1% | 0.001% | |
4/10/2024 | Park Avenue Securities LLC | 13,169 | $3.16M | 0.0% | -2.1% | 0.010% | |
4/10/2024 | Apella Capital LLC | 847 | $202K | 0.0% | N/A | 0.001% | |
4/10/2024 | Grandview Asset Management LLC | 3,963 | $950K | 0.4% | +1.7% | 0.003% | |
4/10/2024 | Sunflower Bank N.A. | 131,585 | $31.55M | 7.1% | -2.8% | 0.095% | |
4/10/2024 | Signal Advisors Wealth LLC | 1,075 | $258K | 0.1% | N/A | 0.001% | |
4/5/2024 | First Hawaiian Bank | 67,463 | $16.18M | 0.5% | -4.1% | 0.049% | |
4/5/2024 | Juncture Wealth Strategies LLC | 248,719 | $59.63M | 25.7% | +30.3% | 0.179% | |