1/21/2025 | SWP Financial LLC | 2,508 | $252K | 0.2% | -14.0% | 0.003% | |
1/21/2025 | Park Edge Advisors LLC | 75,641 | $7.61M | 2.2% | -34.2% | 0.093% | |
1/21/2025 | Flagship Harbor Advisors LLC | 4,941 | $497K | 0.0% | -7.8% | 0.006% | |
1/21/2025 | Toth Financial Advisory Corp | 3,500 | $352K | 0.0% | -7.5% | 0.004% | |
1/21/2025 | CFS Investment Advisory Services LLC | 34,767 | $3.50M | 0.3% | +7.6% | 0.043% | |
1/21/2025 | Cyndeo Wealth Partners LLC | 5,734 | $577K | 0.0% | -10.1% | 0.007% | |
1/21/2025 | Geneos Wealth Management Inc. | 2,517 | $253K | 0.0% | -38.5% | 0.003% | |
1/21/2025 | Fifth Third Bancorp | 2,369 | $238K | 0.0% | +9.5% | 0.003% | |
1/21/2025 | Pflug Koory LLC | 476 | $48K | 0.0% | +534.7% | 0.001% | |
1/21/2025 | Patriot Investment Management Group Inc. | 7,847 | $789K | 0.1% | +11.9% | 0.010% | |
|
1/21/2025 | RFG Advisory LLC | 11,537 | $1.16M | 0.0% | N/A | 0.014% | |
1/21/2025 | Montecito Bank & Trust | 5,200 | $523K | 0.1% | N/A | 0.006% | |
1/17/2025 | Arkansas Financial Group Inc. | 142,194 | $14.31M | 2.3% | +21.5% | 0.176% | |
1/17/2025 | Galvin Gaustad & Stein LLC | 131,782 | $13.26M | 1.2% | +1.1% | 0.163% | |
1/17/2025 | Mutual Advisors LLC | 30,925 | $3.13M | 0.1% | -5.4% | 0.038% | |
1/17/2025 | First PREMIER Bank | 13,279 | $1.34M | 0.3% | +1.0% | 0.016% | |
1/17/2025 | Echo45 Advisors LLC | 39,353 | $3.96M | 2.6% | -64.1% | 0.049% | |
1/17/2025 | Independent Wealth Network Inc. | 19,310 | $1.94M | 0.8% | +18.6% | 0.024% | |
1/17/2025 | Janney Montgomery Scott LLC | 5,886 | $592K | 0.0% | -7.1% | 0.007% | |
1/17/2025 | Lake Hills Wealth Management LLC | 28,437 | $2.86M | 2.0% | -12.5% | 0.035% | |
1/17/2025 | LifeGuide Financial Advisors LLC | 23,300 | $2.34M | 1.0% | +13.4% | 0.029% | |
1/17/2025 | Corepath Wealth Partners LLC | 11,818 | $1.19M | 1.2% | -7.2% | 0.015% | |
1/17/2025 | Perfromance Wealth Partners LLC | 54,081 | $5.44M | 0.2% | +1.3% | 0.067% | |
1/17/2025 | Chesley Taft & Associates LLC | 20,632 | $2.08M | 0.1% | +77.0% | 0.026% | |
1/17/2025 | Prosperity Planning Inc. | 16,413 | $1.65M | 0.5% | -2.2% | 0.020% | |
1/16/2025 | First United Bank & Trust | 1,914 | $193K | 0.1% | +19.2% | 0.002% | |
1/16/2025 | Sugar Maple Asset Management LLC | 60,014 | $6.04M | 4.6% | N/A | 0.074% | |
1/16/2025 | Pure Financial Advisors LLC | 252,400 | $25.39M | 0.6% | -11.0% | 0.312% | |
1/16/2025 | Prairiewood Capital LLC | 5,026 | $506K | 0.2% | +17.1% | 0.006% | |
1/16/2025 | Breakwater Investment Management | 11,893 | $1.20M | 0.5% | +12.3% | 0.015% | |
1/16/2025 | LaFleur & Godfrey LLC | 4,895 | $492K | 0.1% | -2.7% | 0.006% | |
1/16/2025 | Maltin Wealth Management Inc. | 24,716 | $2.49M | 1.2% | +9.6% | 0.031% | |
1/16/2025 | Diversify Advisory Services LLC | 6,368 | $641K | 0.0% | +33.7% | 0.008% | |
1/16/2025 | Diversify Wealth Management LLC | 4,949 | $498K | 0.0% | +25.1% | 0.006% | |
1/16/2025 | LVW Advisors LLC | 380,738 | $38.30M | 4.6% | +7.5% | 0.471% | |
1/16/2025 | Successful Portfolios LLC | 15,786 | $1.59M | 1.1% | +2.7% | 0.020% | |
1/15/2025 | Portside Wealth Group LLC | 16,114 | $1.63M | 0.3% | -0.9% | 0.020% | |
1/15/2025 | Walker Financial Services Inc. | 140,533 | $14.14M | 8.2% | +39.5% | 0.174% | |
1/15/2025 | Hanseatic Management Services Inc. | 10,200 | $1.03M | 1.3% | -7.0% | 0.013% | |
1/15/2025 | Ameritas Advisory Services LLC | 19,805 | $1.99M | 0.1% | -53.9% | 0.024% | |
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1/15/2025 | CGN Advisors LLC | 5,607 | $564K | 0.1% | +59.2% | 0.007% | |
1/15/2025 | Alhambra Investment Management LLC | 53,729 | $5.41M | 2.8% | +19.4% | 0.066% | |
1/15/2025 | Arkadios Wealth Advisors | 2,221 | $223K | 0.0% | -21.4% | 0.003% | |
1/15/2025 | Trivant Custom Portfolio Group LLC | 53,593 | $5.39M | 3.1% | +2.7% | 0.066% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 898,882 | $90.43M | 2.5% | +8.2% | 1.111% | |
1/15/2025 | Wealthcare Capital Management LLC | 773,056 | $77.77M | 7.8% | +6.2% | 0.956% | |
1/15/2025 | RDA Financial Network | 16,848 | $1.70M | 0.5% | -55.4% | 0.021% | |
1/15/2025 | Empirical Asset Management LLC | 5,791 | $583K | 0.0% | +7.6% | 0.007% | |
1/15/2025 | Fermata Advisors LLC | 14,732 | $1.48M | 0.3% | -3.8% | 0.018% | |
1/15/2025 | Retireful LLC | 33,981 | $3.42M | 1.9% | -1.0% | 0.042% | |
1/15/2025 | JGP Wealth Management LLC | 3,958 | $398K | 0.1% | +40.1% | 0.005% | |
1/15/2025 | Ritholtz Wealth Management | 1,572,147 | $158.16M | 4.6% | +3.9% | 1.943% | |
1/14/2025 | Sterling Investment Advisors LLC ADV | 71,625 | $7.21M | 4.2% | +1.8% | 0.089% | |
1/14/2025 | Park Avenue Securities LLC | 2,075 | $209K | 0.0% | -36.0% | 0.003% | |
1/14/2025 | Sovereign Financial Group Inc. | 4,157 | $418K | 0.1% | +21.4% | 0.005% | |
1/14/2025 | Henrickson Nauta Wealth Advisors Inc. | 6,972 | $701K | 0.3% | -6.1% | 0.009% | |
1/14/2025 | Sharper & Granite LLC | 14,895 | $1.50M | 0.7% | -22.2% | 0.018% | |
1/14/2025 | Ignite Planners LLC | 10,934 | $1.10M | 0.2% | +28.5% | 0.014% | |
1/14/2025 | Breakwater Capital Group | 24,905 | $2.51M | 0.5% | +2.0% | 0.031% | |
1/14/2025 | Wallace Advisory Group LLC | 6,564 | $665K | 0.5% | -27.9% | 0.008% | |
1/14/2025 | Fortis Advisors LLC | 25,017 | $2.52M | 1.7% | +0.6% | 0.031% | |
1/14/2025 | Signal Advisors Wealth LLC | 17,744 | $1.79M | 0.2% | +143.7% | 0.022% | |
1/13/2025 | Pinnacle Wealth Management Group Inc. | 19,830 | $2.00M | 1.2% | -14.3% | 0.025% | |
1/13/2025 | CHB Investment Group LLC | 32,001 | $3.22M | 1.7% | +4.5% | 0.040% | |
1/13/2025 | AdvisorNet Financial Inc | 3,019 | $304K | 0.0% | +102.9% | 0.004% | |
1/13/2025 | Signet Financial Management LLC | 54,134 | $5.45M | 0.7% | -4.6% | 0.067% | |
1/13/2025 | Courier Capital LLC | 98,272 | $9.89M | 0.7% | -0.3% | 0.121% | |
1/13/2025 | Miracle Mile Advisors LLC | 9,092 | $915K | 0.0% | -8.7% | 0.011% | |
1/13/2025 | Friedenthal Financial | 39,730 | $4.00M | 2.3% | +2.4% | 0.049% | |
1/13/2025 | Kwmg LLC | 156,766 | $15.77M | 1.6% | +0.3% | 0.194% | |
1/13/2025 | New Capital Management LP | 106,170 | $10.68M | 3.1% | -2.4% | 0.131% | |
1/13/2025 | Eagle Bay Advisors LLC | 2,600 | $262K | 0.2% | -35.0% | 0.003% | |
1/13/2025 | Parkside Advisors LLC | 194,852 | $19.60M | 4.6% | +3.7% | 0.241% | |
1/13/2025 | Brookstone Capital Management | 139,656 | $14.05M | 0.2% | -24.8% | 0.173% | |
1/13/2025 | City State Bank | 58,973 | $5.93M | 2.1% | +2.1% | 0.073% | |
1/13/2025 | Matrix Trust Co | 2,626 | $264K | 0.0% | +156.9% | 0.003% | |
1/10/2025 | HBW Advisory Services LLC | 23,167 | $2.33M | 0.3% | -28.0% | 0.029% | |
1/10/2025 | Ridgewood Investments LLC | 818 | $82K | 0.0% | +33.0% | 0.001% | |
1/7/2025 | FC Advisory LLC | 4,928 | $496K | 0.2% | +3.1% | 0.006% | |
1/7/2025 | Horizons Wealth Management | 1,006 | $101K | 0.1% | -37.1% | 0.001% | |
1/6/2025 | Canandaigua National Bank & Trust Co. | 16,750 | $1.69M | 0.2% | -8.4% | 0.021% | |
12/26/2024 | JPMorgan Chase & Co. | 512,440 | $51.92M | 0.0% | +1.3% | 0.633% | |
12/19/2024 | Principal Financial Group Inc. | 10,220 | $1.04M | 0.0% | -49.5% | 0.013% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 54,727 | $5.55M | 0.2% | -4.8% | 0.068% | |
12/2/2024 | Capasso Planning Partners LLC | 15,127 | $1.53M | 0.5% | +0.9% | 0.019% | |
11/25/2024 | Synovus Financial Corp | 7,579 | $768K | 0.0% | -16.9% | 0.009% | |
11/25/2024 | Tidal Investments LLC | 30,299 | $3.07M | 0.0% | +27.9% | 0.037% | |
11/25/2024 | Destination Wealth Management | 710,445 | $71.98M | 2.2% | +3.2% | 0.878% | |
11/25/2024 | World Investment Advisors LLC | 4,077 | $413K | 0.0% | -42.8% | 0.005% | |
11/25/2024 | Sanctuary Advisors LLC | 5,653 | $570K | 0.0% | -62.6% | 0.007% | |
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11/18/2024 | Soltis Investment Advisors LLC | 36,916 | $3.74M | 0.4% | -2.2% | 0.046% | |
11/18/2024 | Rehmann Capital Advisory Group | 2,829 | $287K | 0.0% | -32.2% | 0.003% | |
11/18/2024 | Virtue Capital Management LLC | 5,538 | $561K | 0.1% | +20.8% | 0.007% | |
11/18/2024 | Arete Wealth Advisors LLC | 7,945 | $804K | 0.1% | -15.0% | 0.010% | |
11/18/2024 | Coldstream Capital Management Inc. | 1,975 | $200K | 0.0% | N/A | 0.002% | |
11/15/2024 | Executive Wealth Management LLC | 2,649 | $268K | 0.0% | N/A | 0.003% | |
11/15/2024 | Continuum Advisory LLC | 5,995 | $603K | 0.1% | +23.0% | 0.007% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 12,751 | $1.29M | 0.4% | -1.8% | 0.016% | |
11/15/2024 | MML Investors Services LLC | 120,463 | $12.21M | 0.0% | +23.3% | 0.149% | |
11/15/2024 | Passive Capital Management LLC. | 31,447 | $3.19M | 1.1% | +64.7% | 0.039% | |