11/18/2024 | Coldstream Capital Management Inc. | 7,318 | $258K | 0.0% | -90.2% | 0.045% | |
11/18/2024 | Orion Capital Management LLC | 15,595 | $550K | 0.3% | -11.4% | 0.095% | |
11/18/2024 | JDM Financial Group LLC | 6,290 | $222K | 0.1% | -19.3% | 0.038% | |
11/15/2024 | EP Wealth Advisors LLC | 65,074 | $2.29M | 0.0% | N/A | 0.396% | |
11/15/2024 | Jane Street Group LLC | 29,085 | $1.03M | 0.0% | N/A | 0.177% | |
11/15/2024 | Weaver Consulting Group | 27,209 | $959K | 0.3% | -1.6% | 0.166% | |
|
11/15/2024 | HighTower Advisors LLC | 128,494 | $4.52M | 0.0% | -6.0% | 0.782% | |
11/15/2024 | Benjamin Edwards Inc. | 26,782 | $944K | 0.0% | N/A | 0.163% | |
11/14/2024 | First Commonwealth Financial Corp PA | 39,226 | $1.38M | 0.3% | -19.7% | 0.239% | |
11/14/2024 | CreativeOne Wealth LLC | 44,470 | $1.57M | 0.1% | +239.3% | 0.271% | |
11/13/2024 | Townsquare Capital LLC | 37,630 | $1.33M | 0.0% | -12.6% | 0.229% | |
11/12/2024 | Penserra Capital Management LLC | 1,140,180 | $40.18M | 0.9% | +5.9% | 6.940% | |
11/7/2024 | MAI Capital Management | 58,398 | $2.06M | 0.0% | -10.3% | 0.355% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 14,921 | $526K | 0.0% | -12.6% | 0.091% | |
11/6/2024 | OneDigital Investment Advisors LLC | 41,192 | $1.45M | 0.0% | -5.3% | 0.251% | |
11/6/2024 | Main Street Financial Solutions LLC | 16,766 | $591K | 0.1% | -3.8% | 0.102% | |
11/5/2024 | WealthPlan Investment Management LLC | 10,351 | $365K | 0.0% | -6.8% | 0.063% | |
11/5/2024 | Harbour Investments Inc. | 48,631 | $1.71M | 0.1% | -15.2% | 0.296% | |
11/4/2024 | Sigma Planning Corp | 16,602 | $585K | 0.0% | -7.4% | 0.101% | |
11/1/2024 | Corrado Advisors LLC | 58,067 | $2.05M | 1.3% | -1.6% | 0.353% | |
10/29/2024 | Janney Montgomery Scott LLC | 85,709 | $3.02M | 0.0% | -14.8% | 0.522% | |
10/28/2024 | Focus Financial Network Inc. | 28,680 | $1.01M | 0.0% | +3.7% | 0.175% | |
10/28/2024 | Stephens Inc. AR | 16,095 | $567K | 0.0% | -16.9% | 0.098% | |
10/28/2024 | Summit Wealth Partners LLC | 8,474 | $299K | 0.1% | -16.8% | 0.052% | |
10/25/2024 | Evermay Wealth Management LLC | 24,073 | $848K | 0.1% | -10.3% | 0.147% | |
10/25/2024 | Schulz Wealth LTD. | 31,900 | $1.12M | 0.9% | -4.7% | 0.194% | |
10/25/2024 | Strategic Blueprint LLC | 7,259 | $256K | 0.0% | -25.9% | 0.044% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 33,956 | $1.20M | 0.2% | +2.7% | 0.207% | |
10/24/2024 | FSA Advisors Inc. | 12,020 | $423K | 0.4% | +4.8% | 0.073% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 82,638 | $2.91M | 0.0% | -75.0% | 0.503% | |
10/23/2024 | Outlook Wealth Advisors LLC | 20,355 | $717K | 0.2% | -4.4% | 0.124% | |
10/23/2024 | Allworth Financial LP | 650,027 | $22.91M | 0.1% | +125.8% | 3.956% | |
10/22/2024 | Chris Bulman Inc | 53,204 | $1.88M | 1.3% | -15.5% | 0.324% | |
10/22/2024 | Weaver Capital Management LLC | 92,062 | $3.25M | 1.0% | -3.7% | 0.560% | |
10/21/2024 | Foundations Investment Advisors LLC | 9,391 | $331K | 0.0% | -51.4% | 0.057% | |
10/21/2024 | Castleview Partners LLC | 12,217 | $431K | 0.2% | -7.9% | 0.074% | |
10/18/2024 | Raymond James & Associates | 127,708 | $4.50M | 0.0% | -26.6% | 0.777% | |
10/18/2024 | KMG Fiduciary Partners LLC | 6,096 | $215K | 0.0% | -8.6% | 0.037% | |
10/18/2024 | Stratos Wealth Advisors LLC | 87,465 | $3.08M | 0.1% | -5.3% | 0.532% | |
10/15/2024 | Keystone Wealth Services LLC | 7,321 | $258K | 0.1% | -59.5% | 0.045% | |
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10/10/2024 | Retirement Planning Group LLC | 16,442 | $579K | 0.0% | -7.6% | 0.100% | |
10/10/2024 | Pinnacle Wealth Management Group Inc. | 110,908 | $3.91M | 2.5% | -2.8% | 0.675% | |
10/9/2024 | Castle Rock Wealth Management LLC | 92,721 | $3.26M | 0.8% | -1.0% | 0.564% | |
10/8/2024 | Gill Capital Partners LLC | 54,876 | $1.93M | 0.7% | -9.5% | 0.334% | |
10/8/2024 | Brookstone Capital Management | 242,968 | $8.56M | 0.1% | -75.7% | 1.479% | |
10/7/2024 | Cypress Financial Planning LLC | 7,805 | $275K | 0.1% | -22.0% | 0.048% | |
10/2/2024 | McAlister Sweet & Associates Inc. | 66,059 | $2.33M | 1.9% | +9.6% | 0.402% | |
9/11/2024 | Summit Wealth Partners LLC | 10,184 | $347K | 0.1% | -12.1% | 0.062% | |
8/26/2024 | Wealthquest Corp | 45,142 | $1.54M | 0.2% | -11.3% | 0.275% | |
8/22/2024 | Cetera Investment Advisers | 291,161 | $9.93M | 0.0% | -2.3% | 1.772% | |
8/21/2024 | Truist Financial Corp | 86,611 | $2.95M | 0.0% | +24.9% | 0.527% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 9,878 | $337K | 0.0% | +5.3% | 0.060% | |
8/14/2024 | Clear Point Advisors Inc. | 36,409 | $1.24M | 1.0% | -4.5% | 0.222% | |
8/14/2024 | Beck Capital Management LLC | 25,584 | $873K | 0.2% | +35.1% | 0.156% | |
8/13/2024 | AE Wealth Management LLC | 181,508 | $6.19M | 0.1% | +200.0% | 1.105% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 26,807 | $914K | 0.0% | +1.7% | 0.163% | |
8/10/2024 | Wealth Alliance | 57,017 | $1.95M | 0.3% | +7.5% | 0.347% | |
8/10/2024 | Yarger Wealth Strategies LLC | 72,625 | $2.48M | 1.5% | N/A | 0.442% | |
8/10/2024 | Frisch Financial Group Inc. | 28,078 | $958K | 0.3% | -2.4% | 0.171% | |
8/8/2024 | Envestnet Asset Management Inc. | 158,150 | $5.39M | 0.0% | +92.7% | 0.963% | |
8/8/2024 | CoreCap Advisors LLC | 111,156 | $3.79M | 0.4% | N/A | 0.677% | |
8/8/2024 | Hazlett Burt & Watson Inc. | 950 | $32K | 0.0% | +90.0% | 0.006% | |
8/7/2024 | Coldstream Capital Management Inc. | 74,473 | $2.75M | 0.1% | +917.7% | 0.453% | |
8/6/2024 | Chris Bulman Inc | 62,960 | $2.15M | 1.5% | N/A | 0.383% | |
8/6/2024 | Valtinson Bruner Financial Planning LLC | 8,762 | $299K | 0.1% | +6.1% | 0.053% | |
8/2/2024 | Foundations Investment Advisors LLC | 19,313 | $659K | 0.0% | N/A | 0.118% | |
8/2/2024 | Weaver Capital Management LLC | 95,632 | $3.26M | 1.0% | +112.7% | 0.582% | |
8/2/2024 | Evermay Wealth Management LLC | 26,827 | $915K | 0.1% | +126.9% | 0.163% | |
8/1/2024 | FSA Advisors Inc. | 11,474 | $391K | 0.4% | -7.0% | 0.070% | |
8/1/2024 | Drive Wealth Management LLC | 7,673 | $262K | 0.1% | N/A | 0.047% | |
8/1/2024 | Valmark Advisers Inc. | 37,613 | $1.28M | 0.0% | +19.2% | 0.229% | |
8/1/2024 | Bellwether Advisors LLC | 21,072 | $719K | 0.2% | -8.5% | 0.128% | |
7/31/2024 | Spire Wealth Management | 11,385 | $388K | 0.0% | -23.0% | 0.069% | |
7/31/2024 | Commonwealth Equity Services LLC | 388,401 | $13.25M | 0.0% | +16.1% | 2.364% | |
7/31/2024 | BCGM Wealth Management LLC | 35,901 | $1.23M | 0.4% | +316.5% | 0.219% | |
7/27/2024 | HB Wealth Management LLC | 15,176 | $518K | 0.0% | N/A | 0.092% | |
7/27/2024 | Strategic Blueprint LLC | 9,797 | $334K | 0.0% | -28.1% | 0.060% | |
7/26/2024 | Crown Wealth Group LLC | 14,914 | $509K | 0.3% | +9.3% | 0.091% | |
7/26/2024 | Harbour Investments Inc. | 57,371 | $1.96M | 0.1% | +1.4% | 0.349% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 33,055 | $1.13M | 0.2% | +10.7% | 0.201% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 78,568 | $2.68M | 0.0% | +31.7% | 0.478% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 17,071 | $582K | 0.0% | N/A | 0.104% | |
7/24/2024 | McAdam LLC | 8,495 | $290K | 0.0% | N/A | 0.052% | |
7/22/2024 | Atria Wealth Solutions Inc. | 26,042 | $888K | 0.0% | +174.4% | 0.159% | |
7/22/2024 | Focus Financial Network Inc. | 27,655 | $954K | 0.0% | +6.9% | 0.168% | |
7/22/2024 | BigSur Wealth Management LLC | 1,500 | $51K | 0.0% | N/A | 0.009% | |
7/20/2024 | Continuum Advisory LLC | 2,915 | $99K | 0.0% | +36.5% | 0.018% | |
7/19/2024 | KFG Wealth Management LLC | 165,039 | $5.63M | 2.2% | +6.4% | 1.004% | |
7/19/2024 | Raymond James & Associates | 173,908 | $5.93M | 0.0% | +11.4% | 1.058% | |
7/19/2024 | ARS Wealth Advisors Group LLC | 110,967 | $3.79M | 0.5% | +1,489.8% | 0.675% | |
JD Vance Predicts: Wall Street vs. Trump & Your Money (Ad) Trump's back in the White House, but Wall Street is pissed.
Here's the deal: Wall Street's about to purposely crash the bond market to sabotage Trump's comeback. Get your free guide NOW before it's too late. |
7/18/2024 | Brookstone Capital Management | 998,651 | $34.43M | 0.6% | +367.1% | 6.078% | |
7/18/2024 | Outlook Wealth Advisors LLC | 21,295 | $726K | 0.2% | -9.4% | 0.130% | |
7/18/2024 | Fiduciary Financial Group LLC | 10,262 | $355K | 0.1% | N/A | 0.062% | |
7/17/2024 | Atticus Wealth Management LLC | 113,569 | $3.87M | 1.3% | +13.0% | 0.691% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 330,741 | $11.28M | 0.0% | +157.1% | 2.013% | |
7/16/2024 | BCS Wealth Management | 18,284 | $624K | 0.3% | +43.1% | 0.111% | |
7/16/2024 | Sequoia Financial Advisors LLC | 27,987 | $955K | 0.0% | -1.0% | 0.170% | |
7/15/2024 | Transform Wealth LLC | 6,110 | $208K | 0.0% | N/A | 0.037% | |
7/15/2024 | RFG Advisory LLC | 31,254 | $1.07M | 0.0% | +129.8% | 0.190% | |
7/12/2024 | Cypress Wealth Services LLC | 10,376 | $354K | 0.1% | +16.8% | 0.063% | |