4/25/2025 | JNBA Financial Advisors | 238,751 | $19.19M | 2.0% | -5.2% | 0.063% | |
4/25/2025 | Mather Group LLC. | 16,063 | $1.29M | 0.0% | -5.5% | 0.004% | |
4/25/2025 | CHURCHILL MANAGEMENT Corp | 13,540 | $1.09M | 0.0% | -5.1% | 0.004% | |
4/25/2025 | Koshinski Asset Management Inc. | 48,360 | $3.89M | 0.3% | +7.7% | 0.013% | |
4/25/2025 | Red Door Wealth Management LLC | 2,651 | $213K | 0.0% | +7.9% | 0.001% | |
4/25/2025 | Tradewinds Capital Management LLC | 338,199 | $27.18M | 7.3% | -6.1% | 0.089% | |
4/25/2025 | Canandaigua National Bank & Trust Co. | 557,906 | $44.84M | 4.5% | +8.9% | 0.147% | |
4/25/2025 | Canandaigua National Trust Co of Florida | 53,374 | $4.29M | 3.8% | +26.7% | 0.014% | |
4/25/2025 | LifePlan Financial LLC | 94,999 | $7.64M | 6.7% | -1.1% | 0.025% | |
4/25/2025 | Ameritas Advisory Services LLC | 644,502 | $52.41M | 2.1% | -13.0% | 0.170% | |
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4/25/2025 | Shilanski & Associates Inc. | 108,353 | $8.71M | 2.7% | +2.6% | 0.029% | |
4/25/2025 | Innovative Wealth Building LLC | 11,263 | $905K | 0.8% | -3.4% | 0.003% | |
4/25/2025 | Crown Wealth Group LLC | 2,955 | $237K | 0.1% | N/A | 0.001% | |
4/25/2025 | Bay Capital Advisors LLC | 12,317 | $990K | 0.8% | -3.1% | 0.003% | |
4/25/2025 | Guerra Advisors Inc | 4,885 | $393K | 0.2% | +40.4% | 0.001% | |
4/25/2025 | Stonebridge Financial Group LLC | 99,613 | $8.01M | 0.9% | +3.8% | 0.026% | |
4/25/2025 | Meridian Financial LLC | 20,266 | $1.63M | 1.1% | +2.4% | 0.005% | |
4/25/2025 | Financial Insights Inc. | 3,331 | $268K | 0.1% | -34.9% | 0.001% | |
4/25/2025 | Sovran Advisors LLC | 11,384 | $872K | 0.1% | +1.4% | 0.003% | |
4/25/2025 | RBA Wealth Management LLC | 3,862 | $310K | 0.1% | +5.7% | 0.001% | |
4/25/2025 | Convergence Financial LLC | 410,140 | $32.96M | 6.5% | -0.4% | 0.108% | |
4/25/2025 | WJ Wealth Management LLC | 9,956 | $800K | 0.3% | -10.7% | 0.003% | |
4/24/2025 | Golden State Wealth Management LLC | 67,568 | $5.43M | 0.8% | +31.4% | 0.018% | |
4/24/2025 | Confluence Wealth Services Inc. | 10,410 | $815K | 0.1% | -1.6% | 0.003% | |
4/24/2025 | Financial Futures Ltd Liability Co. | 27,710 | $2.23M | 1.3% | -9.5% | 0.007% | |
4/24/2025 | Tsfg LLC | 91,790 | $7.38M | 1.5% | +16.9% | 0.024% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 24,840 | $1.99M | 0.0% | -88.5% | 0.007% | |
4/24/2025 | Reston Wealth Management LLC | 636,095 | $51.12M | 20.7% | -6.3% | 0.168% | |
4/24/2025 | Money Concepts Capital Corp | 41,154 | $3.31M | 0.2% | +12.4% | 0.011% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 6,070 | $488K | 0.0% | N/A | 0.002% | |
4/24/2025 | Transcend Capital Advisors LLC | 138,004 | $11.09M | 0.8% | +44.4% | 0.036% | |
4/24/2025 | Alta Wealth Advisors LLC | 291,703 | $23.44M | 10.8% | +2.4% | 0.077% | |
4/24/2025 | Boyd Wealth Management LLC | 244,466 | $19.65M | 9.8% | +104.6% | 0.064% | |
4/24/2025 | Stone Summit Wealth LLC | 22,467 | $1.81M | 0.6% | +5.4% | 0.006% | |
4/23/2025 | Balefire LLC | 2,851 | $229K | 0.1% | N/A | 0.001% | |
4/23/2025 | KPP Advisory Services LLC | 18,675 | $1.50M | 0.3% | -31.4% | 0.005% | |
4/23/2025 | Wealth Management Resources Inc. | 300,392 | $24.14M | 8.8% | +0.7% | 0.079% | |
4/23/2025 | Western Wealth Management LLC | 333,401 | $26.80M | 1.8% | +11.3% | 0.088% | |
4/23/2025 | Nvest Financial LLC | 35,882 | $2.88M | 1.5% | -2.3% | 0.009% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 5,558 | $447K | 0.0% | -3.3% | 0.001% | |
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4/23/2025 | Sequoia Financial Advisors LLC | 104,755 | $8.42M | 0.1% | +4.7% | 0.028% | |
4/23/2025 | Pure Financial Advisors LLC | 5,833 | $469K | 0.0% | -9.8% | 0.002% | |
4/23/2025 | Aspetuck Financial Management LLC | 32,976 | $2.65M | 2.3% | N/A | 0.009% | |
4/23/2025 | Security National Bank | 443 | $36K | 0.0% | +90.9% | 0.000% | |
4/23/2025 | Perigon Wealth Management LLC | 16,917 | $1.36M | 0.0% | -2.5% | 0.004% | |
4/23/2025 | Inman Jager Wealth Management LLC | 36,005 | $2.89M | 2.2% | +28.7% | 0.009% | |
4/23/2025 | Pinnacle Bancorp Inc. | 956 | $77K | 0.0% | +218.7% | 0.000% | |
4/23/2025 | Golden State Wealth Management LLC | 122,087 | $9.82M | 0.7% | +137.5% | 0.032% | |
4/23/2025 | Spire Wealth Management | 12,506 | $1.01M | 0.0% | -79.8% | 0.003% | |
4/23/2025 | Saxony Capital Management LLC | 15,560 | $1.25M | 1.1% | -59.0% | 0.004% | |
4/23/2025 | Sage Financial Management Group Inc. | 135,562 | $10.90M | 4.0% | +0.7% | 0.036% | |
4/23/2025 | Financial Enhancement Group LLC | 53,330 | $4.08M | 0.6% | N/A | 0.014% | |
4/23/2025 | Fourth Dimension Wealth LLC | 19,807 | $1.59M | 0.8% | +25.1% | 0.005% | |
4/23/2025 | International Assets Investment Management LLC | 2,560 | $206K | 0.0% | -61.3% | 0.001% | |
4/23/2025 | Cornerstone Wealth Group LLC | 10,593 | $851K | 0.1% | +310.3% | 0.003% | |
4/23/2025 | AIFG Consultants Ltd. | 25,319 | $2.04M | 3.4% | -7.6% | 0.007% | |
4/23/2025 | YHB Investment Advisors Inc. | 45,670 | $3.67M | 0.3% | +7.2% | 0.012% | |
4/23/2025 | Keudell Morrison Wealth Management | 28,181 | $2.27M | 0.5% | +20.3% | 0.007% | |
4/23/2025 | Symphony Financial Ltd. Co. | 115,099 | $9.10M | 5.3% | -65.3% | 0.030% | |
4/23/2025 | Mascagni Wealth Management Inc. | 8,510 | $748K | 0.7% | -69.4% | 0.002% | |
4/23/2025 | Consolidated Portfolio Review Corp | 11,449 | $920K | 0.1% | +4.0% | 0.003% | |
4/23/2025 | Hofer & Associates. Inc | 208,532 | $16.76M | 11.4% | +0.8% | 0.055% | |
4/23/2025 | GHP Investment Advisors Inc. | 191,106 | $15.36M | 0.7% | -1.0% | 0.050% | |
4/23/2025 | Post Resch Tallon Group Inc. | 4,583 | $367K | 0.4% | +50.1% | 0.001% | |
4/23/2025 | Eagle Strategies LLC | 276,976 | $22.26M | 3.9% | +6.7% | 0.073% | |
4/23/2025 | Oppenheimer & Co. Inc. | 7,604 | $611K | 0.0% | -17.6% | 0.002% | |
4/23/2025 | Valmark Advisers Inc. | 4,744,344 | $381.30M | 5.8% | +2.4% | 1.251% | |
4/23/2025 | Oppenheimer Asset Management Inc. | 65,319 | $5.25M | 0.1% | -1.9% | 0.017% | |
4/23/2025 | Vantage Point Financial LLC | 19,856 | $1.60M | 0.8% | -5.3% | 0.005% | |
4/23/2025 | Continuum Advisory LLC | 36,915 | $2.97M | 0.4% | -1.5% | 0.010% | |
4/22/2025 | Three Cord True Wealth Management LLC | 224,521 | $18.05M | 15.5% | +3.7% | 0.059% | |
4/22/2025 | JFS Wealth Advisors LLC | 5,988 | $481K | 0.0% | -3.2% | 0.002% | |
4/22/2025 | Stiles Financial Services Inc | 3,962 | $318K | 0.1% | +7.0% | 0.001% | |
4/22/2025 | Flagship Harbor Advisors LLC | 910,702 | $73.19M | 3.8% | +10.0% | 0.240% | |
4/22/2025 | Rodgers & Associates LTD | 462,277 | $37.15M | 4.5% | -1.4% | 0.122% | |
4/22/2025 | Jericho Financial LLP | 19,049 | $1.53M | 1.1% | -1.7% | 0.005% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 713,967 | $57.38M | 0.2% | +4.8% | 0.188% | |
4/22/2025 | Atticus Wealth Management LLC | 40,370 | $3.25M | 1.1% | -4.0% | 0.011% | |
4/22/2025 | Integrity Wealth Solutions LLC | 27,579 | $2.22M | 1.2% | +5.9% | 0.007% | |
4/22/2025 | Buck Wealth Strategies LLC | 23,824 | $1.92M | 0.3% | N/A | 0.006% | |
4/22/2025 | Matrix Asset Advisors Inc. NY | 3,138 | $252K | 0.0% | -8.0% | 0.001% | |
4/22/2025 | Cobblestone Asset Management LLC | 126,047 | $10.13M | 5.9% | +15.2% | 0.033% | |
4/22/2025 | CCG Wealth Management LLC | 219,664 | $17.65M | 10.6% | -11.7% | 0.058% | |
4/22/2025 | Hill Island Financial LLC | 57,665 | $4.64M | 1.4% | -3.3% | 0.015% | |
4/22/2025 | Marietta Wealth Management LLC | 32,297 | $2.60M | 0.4% | -0.9% | 0.009% | |
4/22/2025 | World Equity Group Inc. | 23,656 | $1.90M | 0.5% | +199.2% | 0.006% | |
4/22/2025 | Echo Wealth Management LLC | 58,724 | $4.72M | 3.2% | +7.4% | 0.015% | |
4/22/2025 | ERTS Wealth Advisors LLC | 723,250 | $58.13M | 11.3% | +33.1% | 0.191% | |
4/22/2025 | Denver Wealth Management Inc. | 70,090 | $5.63M | 2.6% | -1.1% | 0.018% | |
4/22/2025 | Castleview Partners LLC | 2,919 | $235K | 0.2% | -65.0% | 0.001% | |
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4/22/2025 | Rockline Wealth Management LLC | 5,146 | $414K | 0.1% | +3.3% | 0.001% | |
4/22/2025 | Evanson Asset Management LLC | 2,604 | $209K | 0.0% | -5.4% | 0.001% | |
4/22/2025 | Advisor Resource Council | 143,255 | $11.42M | 0.9% | +1,195.4% | 0.038% | |
4/22/2025 | Cantor Fitzgerald Investment Advisors L.P. | 13,152 | $1.06M | 0.1% | -5.9% | 0.003% | |
4/21/2025 | L.M. Kohn & Company | 19,096 | $1.54M | 0.4% | +4.7% | 0.005% | |
4/21/2025 | Avior Wealth Management LLC | 77,072 | $6.19M | 0.2% | -3.4% | 0.020% | |
4/21/2025 | ORG Partners LLC | 4,899 | $397K | 0.1% | +65.1% | 0.001% | |
4/21/2025 | Siligmueller & Norvid Wealth Advisors LLC | 48,816 | $3.92M | 1.7% | -5.9% | 0.013% | |
4/21/2025 | River Street Advisors LLC | 12,780 | $1.03M | 0.5% | +1.4% | 0.003% | |
4/21/2025 | DecisionMap Wealth Management LLC | 80,095 | $6.44M | 4.9% | +10.7% | 0.021% | |