11/18/2024 | GG Group Ventures LLC | 11,665 | $679K | 1.0% | +37.9% | 0.014% | |
11/15/2024 | Valued Retirements Inc. | 5,103 | $289K | 0.4% | N/A | 0.006% | |
11/15/2024 | 3Chopt Investment Partners LLC | 14,944 | $845K | 0.3% | -3.5% | 0.018% | |
11/15/2024 | Hamilton Capital LLC | 1,240,350 | $69.29M | 5.1% | -7.8% | 1.532% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 22,843 | $1.29M | 0.1% | -27.8% | 0.028% | |
11/15/2024 | MML Investors Services LLC | 241,265 | $13.65M | 0.0% | -10.2% | 0.298% | |
|
11/15/2024 | Delos Wealth Advisors LLC | 65,369 | $3.70M | 3.2% | +7.9% | 0.081% | |
11/15/2024 | Orion Portfolio Solutions LLC | 28,016 | $1.59M | 0.0% | +4.2% | 0.035% | |
11/15/2024 | EP Wealth Advisors LLC | 140,723 | $7.96M | 0.1% | +6,754.5% | 0.174% | |
11/15/2024 | Jane Street Group LLC | 60,154 | $3.40M | 0.0% | N/A | 0.074% | |
11/15/2024 | Stifel Financial Corp | 172,548 | $9.76M | 0.0% | -12.3% | 0.213% | |
11/15/2024 | Integrated Wealth Concepts LLC | 23,169 | $1.31M | 0.0% | -46.3% | 0.029% | |
11/15/2024 | HighTower Advisors LLC | 55,091 | $3.11M | 0.0% | -7.6% | 0.068% | |
11/15/2024 | Arrowroot Family Office LLC | 63,403 | $3.59M | 2.1% | N/A | 0.078% | |
11/15/2024 | Benjamin Edwards Inc. | 130,434 | $7.38M | 0.1% | N/A | 0.161% | |
11/15/2024 | Lavaca Capital LLC | 4,237 | $240K | 0.1% | N/A | 0.005% | |
11/14/2024 | Rockefeller Capital Management L.P. | 225,518 | $12.76M | 0.0% | -2.2% | 0.279% | |
11/14/2024 | National Wealth Management Group LLC | 5,051 | $286K | 0.2% | N/A | 0.006% | |
11/14/2024 | First Commonwealth Financial Corp PA | 30,098 | $1.70M | 0.4% | -11.6% | 0.037% | |
11/13/2024 | Townsquare Capital LLC | 1,415,009 | $80.05M | 1.0% | +6.1% | 1.748% | |
11/13/2024 | FMR LLC | 16,613 | $940K | 0.0% | +22.9% | 0.021% | |
11/13/2024 | D.A. Davidson & CO. | 19,870 | $1.12M | 0.0% | +4.2% | 0.025% | |
11/13/2024 | Blue Investment Partners LLC | 166,810 | $9.44M | 3.9% | +14.5% | 0.206% | |
11/13/2024 | Private Trust Co. NA | 7,308 | $413K | 0.0% | +4.9% | 0.009% | |
11/13/2024 | Gentry Private Wealth LLC | 91,759 | $5.19M | 4.2% | -21.5% | 0.113% | |
11/12/2024 | Cerity Partners LLC | 16,233 | $918K | 0.0% | N/A | 0.020% | |
11/12/2024 | Kingsview Wealth Management LLC | 53,182 | $3.01M | 0.1% | +15.2% | 0.066% | |
11/12/2024 | 49 Wealth Management LLC | 7,757 | $439K | 0.1% | -7.2% | 0.010% | |
11/12/2024 | L & S Advisors Inc | 40,077 | $2.27M | 0.2% | -4.5% | 0.050% | |
11/12/2024 | Running Point Capital Advisors LLC | 94,388 | $5.34M | 2.1% | +4.5% | 0.117% | |
11/9/2024 | LPL Financial LLC | 3,539,316 | $200.22M | 0.1% | +16.9% | 4.372% | |
11/8/2024 | First Horizon Advisors Inc. | 271,636 | $15.37M | 0.4% | -16.4% | 0.336% | |
11/7/2024 | Vertex Planning Partners LLC | 715,076 | $40.45M | 9.7% | +0.7% | 0.883% | |
11/7/2024 | Spectrum Wealth Advisory Group LLC | 488,732 | $27.65M | 15.5% | N/A | 0.604% | |
11/7/2024 | CAP Partners LLC | 34,255 | $1.94M | 1.4% | +5.4% | 0.042% | |
11/7/2024 | Westfuller Advisors LLC | 31,828 | $1.80M | 1.3% | N/A | 0.039% | |
11/7/2024 | Thrivent Financial for Lutherans | 271,394 | $15.35M | 0.0% | +1.4% | 0.335% | |
11/7/2024 | Concord Asset Management LLC VA | 175,950 | $9.95M | 2.2% | +3.6% | 0.217% | |
11/6/2024 | GoalVest Advisory LLC | 189,731 | $10.73M | 3.1% | -23.1% | 0.234% | |
11/6/2024 | River Street Advisors LLC | 10,542 | $596K | 0.3% | +39.8% | 0.013% | |
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. |
11/6/2024 | KPP Advisory Services LLC | 4,119 | $233K | 0.1% | -81.3% | 0.005% | |
11/6/2024 | Intelligence Driven Advisers LLC | 106,932 | $6.05M | 0.9% | -4.2% | 0.132% | |
11/6/2024 | D Orazio & Associates Inc. | 199,744 | $11.30M | 1.6% | +16.8% | 0.247% | |
11/5/2024 | First Heartland Consultants Inc. | 36,125 | $2.04M | 0.2% | +5.4% | 0.045% | |
11/5/2024 | Savvy Advisors Inc. | 270,083 | $15.28M | 3.1% | +145.3% | 0.334% | |
11/5/2024 | FDx Advisors Inc. | 110,079 | $6.23M | 1.7% | +12.2% | 0.136% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 18,681 | $1.06M | 0.1% | +3.6% | 0.023% | |
11/4/2024 | Weil Company Inc. | 50,961 | $2.88M | 0.9% | +32.3% | 0.063% | |
11/4/2024 | Baker Avenue Asset Management LP | 474,507 | $26.84M | 0.9% | +0.3% | 0.586% | |
11/4/2024 | Sigma Planning Corp | 67,064 | $3.79M | 0.1% | +13.7% | 0.083% | |
11/1/2024 | Atria Investments Inc | 30,255 | $1.71M | 0.0% | +37.0% | 0.037% | |
11/1/2024 | Sequent Asset Management LLC | 9,691 | $548K | 0.3% | -34.6% | 0.012% | |
11/1/2024 | Able Wealth Management LLC | 83,556 | $4.73M | 3.6% | -4.3% | 0.103% | |
10/31/2024 | Portside Wealth Group LLC | 63,211 | $3.58M | 0.6% | +9.3% | 0.078% | |
10/31/2024 | Financial Services Advisory Inc | 393,611 | $22.27M | 5.4% | +2.0% | 0.486% | |
10/31/2024 | Family Asset Management LLC | 13,290 | $752K | 0.5% | -4.4% | 0.016% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 657,105 | $37.17M | 1.7% | +3.5% | 0.812% | |
10/30/2024 | Ameritas Advisory Services LLC | 244,144 | $13.81M | 0.6% | -38.1% | 0.302% | |
10/30/2024 | PDS Planning Inc | 3,839 | $217K | 0.0% | N/A | 0.005% | |
10/29/2024 | Centennial Bank AR | 98,788 | $5.59M | 2.6% | +8.5% | 0.122% | |
10/29/2024 | Confluence Wealth Services Inc. | 33,747 | $1.91M | 0.1% | -0.5% | 0.042% | |
10/29/2024 | Janney Montgomery Scott LLC | 217,816 | $12.32M | 0.0% | -58.0% | 0.269% | |
10/29/2024 | REDW Wealth LLC | 570,961 | $32.30M | 8.3% | -6.5% | 0.705% | |
10/29/2024 | Princeton Global Asset Management LLC | 31,841 | $1.80M | 0.4% | +19.9% | 0.039% | |
10/29/2024 | Farther Finance Advisors LLC | 6,201 | $351K | 0.0% | -36.8% | 0.008% | |
10/28/2024 | Focus Financial Network Inc. | 79,415 | $4.49M | 0.2% | +5.0% | 0.098% | |
10/28/2024 | US Bancorp DE | 1,275 | $72K | 0.0% | -13.9% | 0.002% | |
10/28/2024 | Petra Financial Advisors Inc. | 132,037 | $7.47M | 4.9% | +28.6% | 0.163% | |
10/28/2024 | Tevis Investment Management | 4,062 | $230K | 0.2% | N/A | 0.005% | |
10/28/2024 | Goldstone Financial Group LLC | 411,001 | $23.25M | 4.0% | N/A | 0.508% | |
10/25/2024 | Diversify Wealth Management LLC | 10,694 | $606K | 0.1% | -13.2% | 0.013% | |
10/25/2024 | Mutual Advisors LLC | 56,423 | $3.20M | 0.1% | +26.5% | 0.070% | |
10/25/2024 | Andina Capital Management LLC | 20,504 | $1.16M | 0.9% | N/A | 0.025% | |
10/25/2024 | Diversify Advisory Services LLC | 14,168 | $808K | 0.0% | -2.1% | 0.018% | |
10/25/2024 | Integrated Advisors Network LLC | 15,719 | $889K | 0.0% | -1.5% | 0.019% | |
10/25/2024 | MBA Advisors LLC | 126,664 | $7.17M | 3.4% | +2.7% | 0.156% | |
10/25/2024 | Fortitude Family Office LLC | 1,200 | $68K | 0.0% | N/A | 0.001% | |
10/24/2024 | Concord Wealth Partners | 177,413 | $10.04M | 1.7% | +2.9% | 0.219% | |
10/24/2024 | Baker Tilly Wealth Management LLC | 6,379 | $361K | 0.2% | +5.7% | 0.008% | |
10/24/2024 | J.W. Cole Advisors Inc. | 93,057 | $5.26M | 0.2% | +2.1% | 0.115% | |
10/24/2024 | Valley National Advisers Inc. | 36,895 | $2.09M | 0.4% | -31.2% | 0.046% | |
10/24/2024 | Arkadios Wealth Advisors | 15,155 | $857K | 0.0% | N/A | 0.019% | |
10/23/2024 | Allworth Financial LP | 4,830 | $273K | 0.0% | +5.6% | 0.006% | |
10/23/2024 | West Wealth Group LLC | 304,570 | $17.23M | 5.6% | +8.1% | 0.376% | |
10/23/2024 | Valicenti Advisory Services Inc. | 154,284 | $8.73M | 2.2% | +40.9% | 0.191% | |
10/23/2024 | Mason & Associates Inc | 861,023 | $48.71M | 12.2% | +25.9% | 1.064% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 843,591 | $47.72M | 2.2% | +1.2% | 1.042% | |
10/22/2024 | Fulcrum Capital LLC | 60,857 | $3.44M | 0.7% | N/A | 0.075% | |
10/22/2024 | U.S. Capital Wealth Advisors LLC | 109,180 | $6.18M | 0.2% | +3.3% | 0.135% | |
10/22/2024 | Private Advisor Group LLC | 178,184 | $10.08M | 0.1% | +101.9% | 0.220% | |
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. |
10/22/2024 | Signaturefd LLC | 5,533,652 | $313.04M | 6.0% | +1.2% | 6.836% | |
10/22/2024 | Sequoia Financial Advisors LLC | 40,262 | $2.28M | 0.0% | N/A | 0.050% | |
10/21/2024 | Tull Financial Group Inc. | 424,696 | $24.03M | 14.6% | N/A | 0.525% | |
10/21/2024 | Foundations Investment Advisors LLC | 13,504 | $764K | 0.0% | N/A | 0.017% | |
10/21/2024 | Ledyard National Bank | 160,420 | $9.08M | 0.8% | +0.9% | 0.198% | |
10/21/2024 | Roof Eidam Maycock Peralta LLC | 451,693 | $25.55M | 6.5% | -3.5% | 0.558% | |
10/21/2024 | Sharkey Howes & Javer | 5,556 | $314K | 0.0% | -91.9% | 0.007% | |
10/21/2024 | MBE Wealth Management LLC | 17,209 | $974K | 0.5% | -10.2% | 0.021% | |
10/18/2024 | Seamount Financial Group Inc. | 114,422 | $6.47M | 4.9% | +8.2% | 0.141% | |
10/18/2024 | Commonwealth Equity Services LLC | 1,095,854 | $61.99M | 0.1% | +5.3% | 1.354% | |