11/4/2024 | Bond & Devick Financial Network Inc. | 15,124 | $707K | 0.3% | +7.5% | 0.008% | |
11/4/2024 | Riverpoint Wealth Management Holdings LLC | 360,348 | $16.84M | 4.3% | +7.7% | 0.181% | |
11/4/2024 | Baker Avenue Asset Management LP | 146,994 | $6.87M | 0.2% | -0.4% | 0.074% | |
11/4/2024 | Axxcess Wealth Management LLC | 47,420 | $2.22M | 0.1% | +2.1% | 0.024% | |
11/4/2024 | Sigma Planning Corp | 162,845 | $7.61M | 0.2% | +16.2% | 0.082% | |
11/2/2024 | Transcendent Capital Group LLC | 31,229 | $1.46M | 0.7% | +4,298.5% | 0.016% | |
|
11/1/2024 | Atria Investments Inc | 174,340 | $8.15M | 0.1% | -1.8% | 0.087% | |
11/1/2024 | Primoris Wealth Advisors LLC | 141,668 | $6.62M | 4.8% | +1.2% | 0.071% | |
11/1/2024 | SilverOak Wealth Management LLC | 68,359 | $3.20M | 0.7% | +16.3% | 0.034% | |
11/1/2024 | Assetmark Inc. | 15,208 | $711K | 0.0% | -13.6% | 0.008% | |
11/1/2024 | Beta Wealth Group Inc. | 472,090 | $22.07M | 9.9% | +9.6% | 0.237% | |
11/1/2024 | Crumly & Associates Inc. | 108,122 | $5.05M | 1.4% | +63.3% | 0.054% | |
11/1/2024 | Galvin Gaustad & Stein LLC | 48,093 | $2.25M | 0.2% | +13.9% | 0.024% | |
11/1/2024 | ABLE Financial Group LLC | 206,136 | $9.64M | 3.0% | +206.2% | 0.103% | |
11/1/2024 | Presidio Capital Management LLC | 489,943 | $22.90M | 14.6% | -7.9% | 0.246% | |
10/31/2024 | MontVue Capital Management Inc. | 15,227 | $712K | 0.5% | -3.0% | 0.008% | |
10/31/2024 | TFB Advisors LLC | 26,940 | $1.26M | 0.4% | +394.4% | 0.014% | |
10/31/2024 | Trademark Financial Management LLC | 7,879 | $368K | 0.3% | N/A | 0.004% | |
10/31/2024 | Spinnaker Trust | 119,143 | $5.57M | 0.3% | +6.9% | 0.060% | |
10/31/2024 | Concurrent Investment Advisors LLC | 78,692 | $3.68M | 0.1% | +118.9% | 0.039% | |
10/30/2024 | Milestone Investment Advisors LLC | 9,852 | $460K | 0.1% | N/A | 0.005% | |
10/30/2024 | One Plus One Wealth Management LLC | 17,636 | $824K | 0.5% | +3.1% | 0.009% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 97,243 | $4.55M | 0.2% | -1.5% | 0.049% | |
10/30/2024 | Falcon Wealth Planning | 1,086,918 | $50.80M | 6.0% | +6.2% | 0.545% | |
10/30/2024 | Ameritas Advisory Services LLC | 683,289 | $31.94M | 1.4% | +23.0% | 0.342% | |
10/30/2024 | Pittenger & Anderson Inc. | 25,777 | $1.21M | 0.0% | +43.8% | 0.013% | |
10/30/2024 | Landmark Wealth Management LLC | 118,183 | $5.52M | 2.4% | N/A | 0.059% | |
10/30/2024 | United Advisor Group LLC | 12,007 | $561K | 0.1% | -1.8% | 0.006% | |
10/30/2024 | Moloney Securities Asset Management LLC | 5,874 | $275K | 0.0% | N/A | 0.003% | |
10/30/2024 | FSM Wealth Advisors LLC | 9,982 | $467K | 0.1% | N/A | 0.005% | |
10/30/2024 | Wheelhouse Advisory Group LLC | 10,619 | $496K | 0.3% | -13.4% | 0.005% | |
10/29/2024 | Opes Wealth Management LLC | 184,731 | $8.63M | 1.7% | +1.4% | 0.093% | |
10/29/2024 | IAG Wealth Partners LLC | 2,438 | $114K | 0.0% | -38.3% | 0.001% | |
10/29/2024 | TrueWealth Advisors LLC | 98,793 | $4.62M | 1.5% | N/A | 0.050% | |
10/29/2024 | Cedar Point Capital Partners LLC | 32,096 | $1.50M | 1.0% | +10.4% | 0.016% | |
10/29/2024 | Janney Montgomery Scott LLC | 112,907 | $5.28M | 0.0% | +0.7% | 0.057% | |
10/29/2024 | Farther Finance Advisors LLC | 4,957 | $232K | 0.0% | +1,709.1% | 0.002% | |
10/29/2024 | Weatherly Asset Management L. P. | 626,386 | $29.38M | 2.6% | +14.9% | 0.314% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 61,554 | $2.88M | 0.1% | +10.9% | 0.031% | |
10/28/2024 | Interchange Capital Partners LLC | 42,920 | $2.01M | 0.7% | -3.7% | 0.022% | |
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10/28/2024 | William Howard & Co Financial Advisors Inc | 6,935 | $324K | 0.3% | N/A | 0.003% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 756,163 | $35.34M | 3.0% | -1.4% | 0.379% | |
10/28/2024 | Norris Perne & French LLP MI | 29,461 | $1.38M | 0.1% | +29.5% | 0.015% | |
10/28/2024 | IRON Financial LLC | 47,574 | $2.22M | 1.2% | -2.0% | 0.024% | |
10/28/2024 | US Bancorp DE | 535 | $25K | 0.0% | -53.7% | 0.000% | |
10/28/2024 | Goldstone Financial Group LLC | 259,279 | $12.12M | 2.1% | N/A | 0.130% | |
10/25/2024 | Financial Advocates Investment Management | 16,421 | $768K | 0.0% | -19.3% | 0.008% | |
10/25/2024 | Cornerstone Wealth Group LLC | 42,889 | $2.01M | 0.2% | +3.3% | 0.021% | |
10/25/2024 | JFS Wealth Advisors LLC | 29,936 | $1.40M | 0.1% | +484.1% | 0.015% | |
10/25/2024 | Sunburst Financial Group LLC | 870,041 | $40.67M | 10.3% | -1.2% | 0.436% | |
10/25/2024 | Diversify Wealth Management LLC | 170,598 | $7.80M | 0.7% | +16.0% | 0.085% | |
10/25/2024 | Twin Peaks Wealth Advisors LLC | 35,170 | $1.64M | 0.8% | -3.2% | 0.018% | |
10/25/2024 | Highline Wealth Partners LLC | 998 | $47K | 0.0% | N/A | 0.001% | |
10/25/2024 | Mutual Advisors LLC | 33,977 | $1.56M | 0.0% | +4.7% | 0.017% | |
10/25/2024 | Valmark Advisers Inc. | 165,799 | $7.75M | 0.1% | -4.4% | 0.083% | |
10/25/2024 | Strategic Blueprint LLC | 111,225 | $5.20M | 0.3% | +51.8% | 0.056% | |
10/25/2024 | Legacy Wealth Management Inc | 2,937,256 | $137.29M | 8.9% | +2.2% | 1.472% | |
10/25/2024 | Gateway Wealth Partners LLC | 12,515 | $585K | 0.2% | +47.9% | 0.006% | |
10/25/2024 | Barry Investment Advisors LLC | 41,226 | $1.93M | 0.6% | +28.7% | 0.021% | |
10/25/2024 | Traynor Capital Management Inc. | 12,449 | $582K | 0.0% | -63.3% | 0.006% | |
10/25/2024 | Pallas Capital Advisors LLC | 1,184,782 | $54.25M | 2.2% | +81.3% | 0.594% | |
10/24/2024 | Hunter Associates Investment Management LLC | 299,558 | $13.99M | 2.2% | +10.0% | 0.150% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 24,640 | $1.15M | 0.2% | +12.5% | 0.012% | |
10/24/2024 | Peterson Wealth Advisors LLC | 31,396 | $1.47M | 0.3% | +0.8% | 0.016% | |
10/24/2024 | J.W. Cole Advisors Inc. | 25,276 | $1.18M | 0.0% | +87.0% | 0.013% | |
10/24/2024 | Essex Financial Services Inc. | 116,353 | $5.33M | 0.3% | +81.2% | 0.058% | |
10/24/2024 | Barnes Pettey Financial Advisors LLC | 17,704 | $827K | 0.7% | +119.8% | 0.009% | |
10/24/2024 | Valley National Advisers Inc. | 330,537 | $15.45M | 2.8% | -26.4% | 0.166% | |
10/24/2024 | Financial Management Professionals Inc. | 2,330 | $109K | 0.0% | +323.6% | 0.001% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 142,192 | $6.65M | 0.0% | -11.0% | 0.071% | |
10/24/2024 | Consolidated Portfolio Review Corp | 8,704 | $407K | 0.1% | N/A | 0.004% | |
10/24/2024 | Masso Torrence Wealth Management Inc. | 118,222 | $5.53M | 3.0% | +0.9% | 0.059% | |
10/24/2024 | Arkadios Wealth Advisors | 28,113 | $1.31M | 0.1% | +254.2% | 0.014% | |
10/23/2024 | BKM Wealth Management LLC | 4,621 | $216K | 0.1% | N/A | 0.002% | |
10/23/2024 | Parcion Private Wealth LLC | 131,024 | $6.12M | 0.5% | -18.9% | 0.066% | |
10/23/2024 | Allworth Financial LP | 223,836 | $10.46M | 0.1% | +0.1% | 0.112% | |
10/23/2024 | Mayfair Advisory Group LLC | 181,699 | $8.41M | 5.3% | +7.1% | 0.091% | |
10/23/2024 | Lincoln Capital Corp | 78,290 | $3.66M | 1.5% | -27.0% | 0.039% | |
10/23/2024 | Canal Capital Management LLC | 7,692 | $360K | 0.1% | N/A | 0.004% | |
10/23/2024 | Silver Oak Securities Incorporated | 129,638 | $6.07M | 0.6% | +67.5% | 0.065% | |
10/23/2024 | Merkkuri Wealth Advisors LLC | 104,304 | $4.88M | 4.0% | +17.1% | 0.052% | |
10/23/2024 | Schmidt P J Investment Management Inc. | 139,684 | $6.53M | 1.1% | +4.2% | 0.070% | |
10/23/2024 | Grimes & Company Inc. | 4,697 | $220K | 0.0% | N/A | 0.002% | |
10/22/2024 | International Assets Investment Management LLC | 231,770 | $108.33M | 0.0% | +9,729.1% | 0.116% | |
10/22/2024 | Courier Capital LLC | 149,282 | $6.98M | 0.5% | +3.7% | 0.075% | |
10/22/2024 | Chris Bulman Inc | 24,991 | $1.17M | 0.8% | +13.1% | 0.013% | |
10/22/2024 | Lazari Capital Management Inc. | 22,152 | $1.04M | 0.4% | -2.3% | 0.011% | |
10/22/2024 | Dupree Financial Group LLC | 14,848 | $694K | 0.3% | -2.8% | 0.007% | |
10/22/2024 | Private Advisor Group LLC | 171,126 | $8.00M | 0.0% | -8.8% | 0.086% | |
10/22/2024 | Alexander Labrunerie & CO. Inc. | 87,267 | $4.08M | 1.9% | N/A | 0.044% | |
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10/22/2024 | CPA Asset Management LLC | 566,074 | $26.46M | 12.8% | +1.3% | 0.284% | |
10/22/2024 | Hofer & Associates. Inc | 122,560 | $5.73M | 4.0% | +0.8% | 0.061% | |
10/22/2024 | Sequoia Financial Advisors LLC | 251,228 | $11.74M | 0.1% | -55.9% | 0.126% | |
10/21/2024 | Vicus Capital | 713,533 | $33.35M | 2.9% | +5.6% | 0.358% | |
10/21/2024 | DeDora Capital Inc. | 404,100 | $18.89M | 5.3% | +3.8% | 0.203% | |
10/21/2024 | Maple Capital Management Inc. | 83,527 | $3.90M | 0.3% | +6.6% | 0.042% | |
10/21/2024 | Foundations Investment Advisors LLC | 229,398 | $10.72M | 0.2% | +27.0% | 0.115% | |
10/21/2024 | Roof Eidam Maycock Peralta LLC | 63,685 | $2.98M | 0.8% | +48.8% | 0.032% | |
10/21/2024 | Integrity Financial Corp WA | 16,976 | $793K | 0.5% | -2.4% | 0.009% | |
10/21/2024 | Northwest Investment Counselors LLC | 640 | $30K | 0.0% | N/A | 0.000% | |