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% | |
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% | |
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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% | |
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% | |
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. |
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% | |
10/18/2024 | Waypoint Capital Advisors LLC | 565,040 | $37.88M | 8.1% | -10.0% | 0.817% | |
10/18/2024 | Lam Group Inc. | 26,880 | $1.80M | 1.3% | +28.9% | 0.039% | |