5/17/2024 | Comerica Bank | 30,316 | $7.23M | 0.0% | +2.7% | 0.153% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 10,126 | $2.41M | 0.1% | +14.9% | 0.051% | |
5/16/2024 | Waverly Advisors LLC | 350,980 | $83.65M | 2.0% | +24.3% | 1.768% | |
5/15/2024 | Wick Capital Partners LLC | 3,378 | $805K | 0.8% | -5.6% | 0.017% | |
5/14/2024 | Delap Wealth Advisory LLC | 1,130 | $269K | 0.1% | -50.0% | 0.006% | |
5/14/2024 | Pitcairn Co. | 1,107 | $264K | 0.0% | N/A | 0.006% | |
|
5/13/2024 | Hilltop Partners LLC | 276,617 | $65.92M | 23.6% | +30.8% | 1.394% | |
5/13/2024 | Ameritas Investment Partners Inc. | 3,024 | $721K | 0.0% | -3.8% | 0.015% | |
5/11/2024 | Hirtle Callaghan & Co LLC | 107,165 | $25.54M | 1.1% | -1.7% | 0.540% | |
5/10/2024 | TIAA Trust National Association | 1,042 | $248K | 0.0% | -24.0% | 0.005% | |
5/10/2024 | Vanguard Group Inc. | 34,303 | $8.18M | 0.0% | +3.5% | 0.173% | |
5/9/2024 | SageView Advisory Group LLC | 10,520 | $2.51M | 0.1% | +50.8% | 0.053% | |
5/9/2024 | Endowment Wealth Management Inc. | 10,968 | $2.61M | 2.0% | +18.6% | 0.055% | |
5/8/2024 | Cozad Asset Management Inc. | 35,124 | $8.37M | 0.9% | -1.2% | 0.177% | |
5/8/2024 | MAI Capital Management | 126,067 | $30.04M | 0.3% | +8.3% | 0.635% | |
5/8/2024 | Bleakley Financial Group LLC | 7,137 | $1.70M | 0.0% | +10.4% | 0.036% | |
5/8/2024 | Avantax Advisory Services Inc. | 23,963 | $5.71M | 0.1% | +1.1% | 0.121% | |
5/7/2024 | Anson Capital Inc. | 11,566 | $2.76M | 4.0% | -2.5% | 0.058% | |
5/7/2024 | Wealthspire Advisors LLC | 5,362 | $1.28M | 0.0% | +9.5% | 0.027% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 15,355 | $3.66M | 0.0% | +7.8% | 0.077% | |
5/4/2024 | Geneos Wealth Management Inc. | 145 | $35K | 0.0% | N/A | 0.001% | |
5/2/2024 | Goelzer Investment Management Inc. | 1,389 | $331K | 0.0% | -6.8% | 0.007% | |
5/2/2024 | Choreo LLC | 30,582 | $7.29M | 0.2% | +42.4% | 0.154% | |
5/1/2024 | Daido Life Insurance Co. | 372,383 | $88.75M | 9.4% | -23.1% | 1.876% | |
5/1/2024 | Sequoia Financial Advisors LLC | 4,037 | $962K | 0.0% | -21.8% | 0.020% | |
4/30/2024 | Private Advisor Group LLC | 2,140 | $510K | 0.0% | -3.4% | 0.011% | |
4/29/2024 | Commonwealth Equity Services LLC | 17,318 | $4.13M | 0.0% | -25.5% | 0.087% | |
4/29/2024 | American Capital Advisory LLC | 5,519 | $1.32M | 1.0% | +207.0% | 0.028% | |
4/27/2024 | Vigilare Wealth Management | 18,634 | $4.44M | 2.2% | -42.3% | 0.094% | |
4/27/2024 | Nadler Financial Group Inc. | 8,685 | $2.07M | 0.3% | +17.0% | 0.044% | |
4/26/2024 | Opus Capital Group LLC | 58,588 | $13.96M | 2.0% | -6.5% | 0.295% | |
4/26/2024 | Brown Financial Advisory | 12,597 | $3.00M | 2.3% | -3.8% | 0.063% | |
4/25/2024 | Capital Investment Advisory Services LLC | 1,306 | $311K | 0.0% | +4.7% | 0.007% | |
4/25/2024 | Aaron Wealth Advisors LLC | 25,227 | $6.01M | 0.9% | +6.3% | 0.127% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 6,854 | $1.63M | 0.0% | +30.4% | 0.035% | |
4/24/2024 | Zhang Financial LLC | 15,467 | $3.69M | 0.3% | +17.9% | 0.078% | |
4/24/2024 | Landmark Wealth Management LLC | 5,821 | $1.39M | 0.6% | -5.8% | 0.029% | |
4/24/2024 | Simplicity Wealth LLC | 7,137 | $1.70M | 0.0% | N/A | 0.036% | |
4/23/2024 | Global Retirement Partners LLC | 39,744 | $9.47M | 0.4% | +10.6% | 0.200% | |
4/23/2024 | Arbor Investment Advisors LLC | 56,165 | $13.39M | 2.0% | +6.5% | 0.283% | |
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4/23/2024 | Spectrum Asset Management Inc. NB CA | 9,204 | $2.19M | 0.9% | -75.3% | 0.046% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 177,091 | $42.20M | 0.1% | +46.1% | 0.892% | |
4/22/2024 | Strategic Financial Concepts LLC | 4,874 | $1.16M | 0.3% | -1.3% | 0.025% | |
4/22/2024 | Parsons Capital Management Inc. RI | 2,790 | $665K | 0.0% | +26.0% | 0.014% | |
4/22/2024 | Raymond James & Associates | 162,362 | $38.69M | 0.0% | -4.9% | 0.818% | |
4/22/2024 | Stegner Investment Associates Inc. | 62,283 | $14.84M | 10.9% | +0.3% | 0.314% | |
4/18/2024 | Sherrill & Hutchins Financial Advisory Inc | 183,903 | $43.83M | 39.9% | -2.1% | 0.926% | |
4/16/2024 | Thrive Wealth Management LLC | 34,091 | $8.13M | 1.7% | -7.2% | 0.172% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 110,296 | $26.29M | 0.1% | -1.3% | 0.556% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 9,228 | $2.20M | 0.1% | -4.9% | 0.046% | |
4/15/2024 | Lpwm LLC | 19,638 | $4.60M | 1.7% | +4.1% | 0.099% | |
4/13/2024 | Inspirion Wealth Advisors LLC | 887 | $211K | 0.0% | N/A | 0.004% | |
4/12/2024 | Flower City Capital | 193,243 | $46.05M | 30.6% | +11.8% | 0.974% | |
4/12/2024 | Austin Private Wealth LLC | 330,064 | $78.03M | 9.0% | -5.6% | 1.663% | |
4/12/2024 | Nova R Wealth Inc. | 18,446 | $4.40M | 2.3% | +6.4% | 0.093% | |
4/12/2024 | CMH Wealth Management LLC | 17,420 | $4.15M | 1.1% | -2.0% | 0.088% | |
4/12/2024 | AdvisorNet Financial Inc | 4,684 | $1.12M | 0.1% | +40.8% | 0.024% | |
4/12/2024 | Cherrydale Wealth Management LLC | 27,116 | $6.46M | 3.0% | +66.3% | 0.137% | |
4/11/2024 | Royal Fund Management LLC | 49,650 | $11.84M | 1.2% | -4.4% | 0.250% | |
4/10/2024 | Park Avenue Securities LLC | 2,093 | $499K | 0.0% | +3.9% | 0.011% | |
4/10/2024 | Bromfield Sneider Wealth Advisors | 2,354 | $561K | 0.3% | +120.6% | 0.012% | |
4/9/2024 | Welch Group LLC | 4,369 | $1.04M | 0.1% | -2.8% | 0.022% | |
4/2/2024 | Heartwood Wealth Advisors LLC | 128,065 | $30.52M | 3.8% | N/A | 0.651% | |
3/22/2024 | PNC Financial Services Group Inc. | 500 | $108K | 0.0% | N/A | 0.003% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 8,813 | $1.91M | 0.1% | -13.0% | 0.045% | |
3/14/2024 | Golden Road Advisors LLC | 3,520 | $764K | 0.7% | N/A | 0.018% | |
3/6/2024 | SageView Advisory Group LLC | 6,974 | $1.56M | 0.1% | N/A | 0.035% | |
3/1/2024 | Goldman Sachs Group Inc. | 298,934 | $64.85M | 0.0% | +21.5% | 1.520% | |
2/16/2024 | O Dell Group LLC | 885 | $192K | 0.1% | N/A | 0.004% | |
2/14/2024 | Waverly Advisors LLC | 282,429 | $61.27M | 2.3% | -0.1% | 1.436% | |
2/14/2024 | Retirement Capital Strategies | 1,749 | $379K | 0.2% | +6.6% | 0.009% | |
2/13/2024 | Cetera Advisor Networks LLC | 29,686 | $6.44M | 0.0% | -5.6% | 0.151% | |
2/13/2024 | Tower Research Capital LLC TRC | 135 | $29K | 0.0% | +154.7% | 0.001% | |
2/13/2024 | Hirtle Callaghan & Co LLC | 109,043 | $23.66M | 1.1% | +8.3% | 0.554% | |
2/13/2024 | Anson Capital Inc. | 11,857 | $2.57M | 4.2% | +16.3% | 0.060% | |
2/13/2024 | Jones Financial Companies Lllp | 9,690 | $2.10M | 0.0% | +14.1% | 0.049% | |
2/13/2024 | Carolinas Wealth Consulting LLC | 1,044 | $226K | 0.0% | +11.1% | 0.005% | |
2/12/2024 | American Investment Services Inc. | 4,246 | $921K | 0.2% | +14.2% | 0.022% | |
2/12/2024 | Relative Value Partners Group LLC | 7,731 | $1.68M | 0.1% | +0.7% | 0.039% | |
2/12/2024 | Stifel Financial Corp | 231,041 | $50.13M | 0.1% | +23.2% | 1.175% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 2,408 | $522K | 0.0% | +12.4% | 0.012% | |
2/12/2024 | Glassman Wealth Services | 1,813 | $393K | 0.1% | N/A | 0.009% | |
2/9/2024 | SageView Advisory Group LLC | 6,974 | $1.56M | 0.1% | N/A | 0.035% | |
2/9/2024 | Commerce Bank | 6,642 | $1.44M | 0.0% | +40.4% | 0.034% | |
2/9/2024 | Assetmark Inc. | 657 | $143K | 0.0% | +14.7% | 0.003% | |
2/9/2024 | Corient Private Wealth LLC | 2,333 | $506K | 0.0% | +11.0% | 0.012% | |
2/9/2024 | Wells Fargo & Company MN | 153,724 | $33.35M | 0.0% | -5.1% | 0.782% | |
2/9/2024 | Coldstream Capital Management Inc. | 39,187 | $8.50M | 0.2% | +8.4% | 0.199% | |
2/9/2024 | CBIZ Investment Advisory Services LLC | 62,719 | $13.14M | 1.0% | -5.4% | 0.319% | |
2/9/2024 | UBS Group AG | 629,237 | $136.51M | 0.0% | +9.0% | 3.199% | |
Dems have chosen Biden replacement? (Ad) On November 16, 2023…
Joe Biden accidentally revealed the name of the candidate…
Who will replace him in the 2024 presidential election. See who it is HERE. |
2/8/2024 | SigFig Wealth Management LLC | 92,789 | $20.13M | 0.8% | -26.6% | 0.472% | |
2/8/2024 | Stegner Investment Associates Inc. | 62,076 | $13.47M | 10.7% | +0.8% | 0.316% | |
2/8/2024 | Kingsview Wealth Management LLC | 1,153 | $250K | 0.0% | -44.8% | 0.006% | |
2/8/2024 | Beacon Pointe Advisors LLC | 136,669 | $29.65M | 0.4% | -2.0% | 0.695% | |
2/8/2024 | Kickstand Ventures LLC. | 3,710 | $805K | 0.2% | N/A | 0.019% | |
2/8/2024 | US Financial Advisors LLC | 16,920 | $3.67M | 1.4% | -0.3% | 0.086% | |
2/7/2024 | Avantax Advisory Services Inc. | 23,697 | $5.14M | 0.1% | -3.5% | 0.120% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 14,241 | $3.09M | 0.0% | +0.7% | 0.072% | |
2/7/2024 | JFS Wealth Advisors LLC | 1,627 | $353K | 0.0% | -25.3% | 0.008% | |
2/7/2024 | Johnson Investment Counsel Inc. | 2,575 | $559K | 0.0% | +47.1% | 0.013% | |