11/25/2024 | Wilmington Savings Fund Society FSB | 1,575 | $106K | 0.0% | N/A | 0.002% | |
11/25/2024 | World Investment Advisors LLC | 152,502 | $10.22M | 0.2% | -29.7% | 0.220% | |
11/20/2024 | Advisory Resource Group | 73,752 | $4.94M | 1.1% | +3.2% | 0.107% | |
11/18/2024 | Orion Capital Management LLC | 36,447 | $2.44M | 1.2% | +1.4% | 0.053% | |
11/15/2024 | Executive Wealth Management LLC | 390,808 | $26.20M | 2.1% | N/A | 0.565% | |
11/15/2024 | MML Investors Services LLC | 175,082 | $11.74M | 0.0% | +7.2% | 0.253% | |
|
11/15/2024 | Passive Capital Management LLC. | 190,823 | $12.79M | 4.5% | +1.9% | 0.276% | |
11/15/2024 | Orion Portfolio Solutions LLC | 63,147 | $4.23M | 0.1% | -1.3% | 0.091% | |
11/15/2024 | Quantinno Capital Management LP | 3,879 | $260K | 0.0% | N/A | 0.006% | |
11/15/2024 | HighTower Advisors LLC | 2,408,414 | $161.43M | 0.2% | +2.1% | 3.480% | |
11/15/2024 | Hilltop Holdings Inc. | 8,420 | $564K | 0.0% | +12.0% | 0.012% | |
11/15/2024 | True Wealth Design LLC | 53,199 | $3.57M | 1.4% | -49.7% | 0.077% | |
11/14/2024 | Encompass More Asset Management | 3,936 | $264K | 0.1% | -20.3% | 0.006% | |
11/14/2024 | Rockefeller Capital Management L.P. | 194,089 | $13.01M | 0.0% | +115.2% | 0.280% | |
11/14/2024 | CreativeOne Wealth LLC | 7,823 | $524K | 0.0% | N/A | 0.011% | |
11/13/2024 | WorthPointe LLC | 149,992 | $10.05M | 4.2% | +4.6% | 0.217% | |
11/13/2024 | Private Trust Co. NA | 11,205 | $751K | 0.1% | +56.7% | 0.016% | |
11/12/2024 | Larson Financial Group LLC | 113,363 | $7.60M | 0.4% | -2.9% | 0.164% | |
11/12/2024 | Truepoint Inc. | 15,689 | $1.05M | 0.0% | +10.7% | 0.023% | |
11/12/2024 | KKM Financial LLC | 7,041 | $472K | 0.2% | +5.4% | 0.010% | |
11/12/2024 | Certified Advisory Corp | 16,334 | $1.10M | 0.1% | +41.4% | 0.024% | |
11/12/2024 | Nwam LLC | 26,641 | $1.79M | 0.1% | N/A | 0.038% | |
11/9/2024 | LPL Financial LLC | 1,356,991 | $90.96M | 0.0% | +21.5% | 1.961% | |
11/8/2024 | Citizens Financial Group Inc. RI | 4,125 | $276K | 0.0% | N/A | 0.006% | |
11/8/2024 | EverSource Wealth Advisors LLC | 47,571 | $3.19M | 0.2% | +1,043.0% | 0.069% | |
11/8/2024 | Yardley Wealth Management LLC | 326,001 | $21.85M | 13.0% | N/A | 0.471% | |
11/7/2024 | Pathstone Holdings LLC | 105,434 | $7.07M | 0.0% | -4.9% | 0.152% | |
11/7/2024 | EnRich Financial Partners LLC | 2,560 | $172K | 0.1% | +17.4% | 0.004% | |
11/7/2024 | CAP Partners LLC | 32,030 | $2.15M | 1.6% | +5.3% | 0.046% | |
11/6/2024 | Adero Partners LLC | 1,070,814 | $71.78M | 4.8% | +4.0% | 1.547% | |
11/6/2024 | Paragon Advisors LLC | 4,018 | $269K | 0.1% | -4.7% | 0.006% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 75,663 | $5.07M | 0.1% | -15.3% | 0.109% | |
11/6/2024 | OneDigital Investment Advisors LLC | 629,040 | $42.17M | 0.5% | +0.4% | 0.909% | |
11/6/2024 | Diversified Portfolios Inc. | 579,028 | $38.81M | 4.4% | +14.8% | 0.837% | |
11/6/2024 | Pinnacle Financial Partners Inc | 12,100 | $811K | 0.0% | N/A | 0.017% | |
11/5/2024 | Savvy Advisors Inc. | 3,856 | $258K | 0.1% | N/A | 0.006% | |
11/5/2024 | Apollon Wealth Management LLC | 18,287 | $1.23M | 0.0% | -2.7% | 0.026% | |
11/5/2024 | Northwest Wealth Management LLC | 127,705 | $8.56M | 2.0% | +9.8% | 0.185% | |
11/4/2024 | Axxcess Wealth Management LLC | 18,162 | $1.22M | 0.0% | +90.3% | 0.026% | |
11/4/2024 | HTG Investment Advisors Inc. | 224,677 | $15.06M | 7.1% | +11.3% | 0.325% | |
Why Buffett, Griffin and 100 members of Congress are Piling into this One Investment (Ad) This isn't just another investment.
It might be the last retirement stock you'll ever need.
But this window of opportunity is closing fast. Click here for the ticker >>> |
11/4/2024 | FMB Wealth Management | 66,774 | $4.48M | 2.5% | +1.2% | 0.096% | |
11/2/2024 | Transcendent Capital Group LLC | 26,563 | $1.78M | 0.9% | -31.6% | 0.038% | |
11/2/2024 | Austin Asset Management Co Inc | 45,602 | $3.06M | 0.6% | -3.5% | 0.066% | |
11/1/2024 | Cypress Point Wealth Management LLC | 48,103 | $3.22M | 1.3% | +4.4% | 0.070% | |
11/1/2024 | Executive Wealth Management LLC | 390,808 | $26.20M | 3.3% | N/A | 0.565% | |
11/1/2024 | CWA Asset Management Group LLC | 7,231 | $485K | 0.0% | N/A | 0.010% | |
11/1/2024 | Physician Wealth Solutions Inc. | 98,182 | $6.30M | 3.1% | +1.6% | 0.142% | |
11/1/2024 | Capital Performance Advisors LLP | 10,916 | $732K | 0.2% | +6.1% | 0.016% | |
11/1/2024 | Vista Capital Partners Inc. | 7,934 | $532K | 0.1% | -9.0% | 0.011% | |
10/31/2024 | TFB Advisors LLC | 6,368 | $427K | 0.1% | +3.0% | 0.009% | |
10/31/2024 | Bridgewater Advisors Inc. | 265,562 | $17.11M | 1.8% | +0.3% | 0.384% | |
10/31/2024 | Trademark Financial Management LLC | 13,327 | $893K | 0.7% | -7.0% | 0.019% | |
10/31/2024 | Concurrent Investment Advisors LLC | 170,154 | $11.41M | 0.3% | +16.9% | 0.246% | |
10/30/2024 | Cornerstone Capital Inc. | 13,420 | $900K | 0.1% | +106.9% | 0.019% | |
10/30/2024 | Falcon Wealth Planning | 47,924 | $3.21M | 0.4% | N/A | 0.069% | |
10/30/2024 | Oak Root LLC | 1,516,371 | $101.64M | 12.8% | -1.2% | 2.191% | |
10/30/2024 | Highland Financial Advisors LLC | 310,596 | $20.82M | 7.4% | +4.0% | 0.449% | |
10/30/2024 | Lutz Financial Services LLC | 144,443 | $9.68M | 0.8% | +0.7% | 0.209% | |
10/29/2024 | Forum Financial Management LP | 24,514 | $1.64M | 0.0% | +15.2% | 0.035% | |
10/29/2024 | First National Bank Sioux Falls | 218,863 | $14.67M | 6.7% | +18.4% | 0.316% | |
10/29/2024 | BSW Wealth Partners | 597,099 | $40.02M | 6.0% | +3.8% | 0.863% | |
10/29/2024 | Angeles Wealth Management LLC | 4,744 | $318K | 0.0% | +2,535.6% | 0.007% | |
10/29/2024 | REDW Wealth LLC | 64,790 | $4.34M | 1.1% | -4.9% | 0.094% | |
10/29/2024 | Greenwich Wealth Management LLC | 17,416 | $1.17M | 0.1% | -3.0% | 0.025% | |
10/29/2024 | Visionary Horizons LLC | 8,974 | $602K | 0.4% | +7.2% | 0.013% | |
10/29/2024 | Chicago Partners Investment Group LLC | 82,347 | $5.29M | 0.2% | +3.7% | 0.119% | |
10/29/2024 | Farther Finance Advisors LLC | 43,106 | $2.89M | 0.1% | +3.0% | 0.062% | |
10/28/2024 | Valued Wealth Advisors LLC | 51,794 | $3.47M | 2.3% | +19.2% | 0.075% | |
10/28/2024 | Pacific Life Fund Advisors LLC | 649,011 | $43.50M | 4.3% | +8.4% | 0.938% | |
10/25/2024 | Voisard Asset Management Group Inc. | 615 | $41K | 0.0% | N/A | 0.001% | |
10/25/2024 | First Trust Direct Indexing L.P. | 17,736 | $1.19M | 0.1% | -13.6% | 0.026% | |
10/25/2024 | Fort Vancouver Investment Management LLC | 7,257 | $486K | 0.4% | -31.9% | 0.010% | |
10/25/2024 | SC&H Financial Advisors Inc. | 321,647 | $21.56M | 4.7% | +3.3% | 0.465% | |
10/25/2024 | Gateway Wealth Partners LLC | 128,414 | $8.61M | 2.4% | +2.2% | 0.186% | |
10/24/2024 | Financial Futures Ltd Liability Co. | 57,706 | $3.87M | 2.2% | -34.4% | 0.083% | |
10/24/2024 | TCI Wealth Advisors Inc. | 136,995 | $9.18M | 0.8% | +3.7% | 0.198% | |
10/24/2024 | Family Investment Center Inc. | 284,128 | $19.05M | 4.8% | +60.0% | 0.411% | |
10/24/2024 | PFG Investments LLC | 5,287 | $354K | 0.0% | +23.2% | 0.008% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 4,553,222 | $305.20M | 0.7% | +4.8% | 6.580% | |
10/24/2024 | NorthCrest Asset Manangement LLC | 6,667 | $447K | 0.0% | +11.9% | 0.010% | |
10/23/2024 | Tarbox Family Office Inc. | 301,105 | $20.18M | 3.3% | +3.6% | 0.435% | |
10/23/2024 | Silver Oak Securities Incorporated | 11,940 | $803K | 0.1% | +57.0% | 0.017% | |
10/23/2024 | Nicholson Wealth Management Group LLC | 38,574 | $2.59M | 2.1% | N/A | 0.056% | |
10/23/2024 | Leading Edge Financial Planning LLC | 8,845 | $593K | 0.2% | N/A | 0.013% | |
10/23/2024 | CENTRAL TRUST Co | 53,665 | $3.60M | 0.1% | +2.7% | 0.078% | |
10/23/2024 | Signature Resources Capital Management LLC | 129,126 | $8.66M | 7.9% | -11.8% | 0.187% | |
10/22/2024 | Private Advisor Group LLC | 35,601 | $2.39M | 0.0% | +1.9% | 0.051% | |
10/22/2024 | Symphony Financial Ltd. Co. | 172,922 | $11.62M | 1.9% | +7.0% | 0.250% | |
10/22/2024 | Sequoia Financial Advisors LLC | 93,157 | $6.24M | 0.1% | N/A | 0.135% | |
10/21/2024 | Foundations Investment Advisors LLC | 360,065 | $24.14M | 0.5% | +20.0% | 0.520% | |
Why Buffett, Griffin and 100 members of Congress are Piling into this One Investment (Ad) This isn't just another investment.
It might be the last retirement stock you'll ever need.
But this window of opportunity is closing fast. Click here for the ticker >>> |
10/21/2024 | Trellis Wealth Advisors LLC | 254,560 | $17.06M | 8.5% | +1.1% | 0.368% | |
10/21/2024 | Eaton Cambridge Inc. | 17,583 | $1.18M | 0.6% | -1.6% | 0.025% | |
10/21/2024 | Financial Symmetry Inc | 84,939 | $5.69M | 4.0% | +0.7% | 0.123% | |
10/21/2024 | Cannon Financial Strategists Inc. | 265,991 | $17.83M | 3.1% | +3.7% | 0.384% | |
10/21/2024 | Echo Wealth Management LLC | 164,674 | $10.83M | 7.6% | +12.5% | 0.238% | |
10/19/2024 | Cannon Financial Strategists Inc. | 262,404 | $17.59M | 3.4% | +2.3% | 0.379% | |
10/19/2024 | Hardin Capital Partners LLC | 8,075 | $531K | 0.3% | +41.8% | 0.012% | |
10/19/2024 | Stephens Consulting LLC | 147,509 | $9.89M | 2.5% | +7.1% | 0.213% | |
10/19/2024 | Werba Rubin Papier Wealth Management | 743,671 | $49.85M | 11.7% | +6.0% | 1.075% | |
10/19/2024 | Proathlete Wealth Management LLC | 49,627 | $3.33M | 1.4% | +15.8% | 0.072% | |