5/10/2024 | Bright Financial Advisors Inc. | 5,741 | $3.01M | 2.2% | N/A | 0.005% | |
5/10/2024 | Garrison Point Advisors LLC | 1,281 | $672K | 0.4% | +6.8% | 0.001% | |
5/10/2024 | Nwam LLC | 3,326 | $1.72M | 0.1% | +3.1% | 0.003% | |
5/10/2024 | Gratus Wealth Advisors LLC | 39,797 | $19.62M | 3.6% | -10.5% | 0.032% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 22,303 | $11.69M | 0.8% | -1.2% | 0.018% | |
5/9/2024 | Private Portfolio Partners LLC | 5,631 | $2.95M | 0.6% | +28.3% | 0.004% | |
|
5/9/2024 | Orion Portfolio Solutions LLC | 4,356 | $2.28M | 0.0% | +21.2% | 0.003% | |
5/9/2024 | Blair William & Co. IL | 32,312 | $16.94M | 0.1% | +1.4% | 0.026% | |
5/9/2024 | HBK Sorce Advisory LLC | 539 | $283K | 0.0% | -8.5% | 0.000% | |
5/9/2024 | Kingsview Wealth Management LLC | 10,515 | $5.51M | 0.1% | +6.6% | 0.008% | |
5/9/2024 | JBR Co Financial Management Inc | 16,133 | $8.46M | 6.7% | -2.8% | 0.013% | |
5/9/2024 | Stuart Chaussee & Associates Inc. | 64,440 | $33.79M | 9.7% | -0.1% | 0.051% | |
5/9/2024 | SageView Advisory Group LLC | 27,410 | $14.37M | 0.7% | +492.8% | 0.022% | |
5/9/2024 | D Orazio & Associates Inc. | 1,057 | $554K | 0.1% | +10.6% | 0.001% | |
5/9/2024 | Charles Schwab Investment Advisory Inc. | 438 | $230K | 0.0% | N/A | 0.000% | |
5/9/2024 | Interchange Capital Partners LLC | 510 | $267K | 0.2% | +7.6% | 0.000% | |
5/9/2024 | New Insight Wealth Advisors | 10,734 | $5.63M | 3.5% | +6.7% | 0.009% | |
5/9/2024 | Koshinski Asset Management Inc. | 707 | $371K | 0.0% | N/A | 0.001% | |
5/8/2024 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,358 | $1.24M | 0.0% | N/A | 0.002% | |
5/8/2024 | FPC Investment Advisory Inc. | 8,513 | $4.22M | 4.2% | N/A | 0.007% | |
5/8/2024 | MAI Capital Management | 54,877 | $28.77M | 0.3% | +13.7% | 0.044% | |
5/8/2024 | Private Wealth Advisors LLC | 2,151 | $1.13M | 0.5% | -26.0% | 0.002% | |
5/8/2024 | Sheets Smith Wealth Management | 882 | $462K | 0.1% | N/A | 0.001% | |
5/8/2024 | Advisors Preferred LLC | 33,067 | $17.37M | 2.9% | +9.4% | 0.026% | |
5/8/2024 | Bleakley Financial Group LLC | 4,767 | $2.50M | 0.1% | +41.4% | 0.004% | |
5/8/2024 | Winthrop Capital Management LLC | 40,861 | $21.43M | 9.9% | -0.5% | 0.032% | |
5/8/2024 | Heritage Wealth Advisors | 502 | $263K | 0.0% | +164.2% | 0.000% | |
5/8/2024 | Focused Wealth Management Inc | 16,359 | $8.58M | 1.3% | -4.2% | 0.013% | |
5/8/2024 | Avantax Advisory Services Inc. | 62,566 | $32.81M | 0.3% | +11.9% | 0.050% | |
5/8/2024 | US Bancorp DE | 14,149 | $7.42M | 0.0% | -4.2% | 0.011% | |
5/8/2024 | SP Asset Management LLC | 561 | $294K | 0.0% | -8.0% | 0.000% | |
5/8/2024 | Addison Capital Co | 993 | $521K | 0.3% | N/A | 0.001% | |
5/8/2024 | QRG Capital Management Inc. | 1,423 | $746K | 0.0% | -37.6% | 0.001% | |
5/8/2024 | Headlands Technologies LLC | 297 | $156K | 0.0% | +203.1% | 0.000% | |
5/8/2024 | Semus Wealth Partners LLC | 993 | $521K | 0.4% | -47.1% | 0.001% | |
5/8/2024 | Thoroughbred Financial Services LLC | 516 | $270K | 0.0% | -33.0% | 0.000% | |
5/7/2024 | Verus Capital Partners LLC | 798 | $419K | 0.0% | -5.1% | 0.001% | |
5/7/2024 | Capital Square LLC | 1,549 | $813K | 0.6% | N/A | 0.001% | |
5/7/2024 | NorthRock Partners LLC | 1,569 | $823K | 0.1% | +8.0% | 0.001% | |
5/7/2024 | Fiduciary Family Office LLC | 475 | $249K | 0.1% | -29.6% | 0.000% | |
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5/7/2024 | WMG Financial Advisors LLC | 2,513 | $1.32M | 0.8% | +18.6% | 0.002% | |
5/7/2024 | White Lighthouse Investment Management Inc. | 40,126 | $21.02M | 4.3% | -0.7% | 0.032% | |
5/7/2024 | GW Henssler & Associates Ltd. | 709 | $372K | 0.0% | +6.9% | 0.001% | |
5/7/2024 | Stonebrook Private Inc. | 414 | $217K | 0.1% | N/A | 0.000% | |
5/7/2024 | SilverOak Wealth Management LLC | 632 | $331K | 0.1% | -5.7% | 0.001% | |
5/7/2024 | Concurrent Investment Advisors LLC | 12,107 | $6.35M | 0.3% | -13.1% | 0.010% | |
5/7/2024 | Atomi Financial Group Inc. | 3,031 | $1.59M | 0.1% | -10.1% | 0.002% | |
5/7/2024 | WealthPLAN Partners LLC | 561 | $294K | 0.0% | +12.4% | 0.000% | |
5/7/2024 | BOS Asset Management LLC | 4,205 | $2.21M | 1.2% | N/A | 0.003% | |
5/7/2024 | KCM Investment Advisors LLC | 81,253 | $42.60M | 1.6% | +0.5% | 0.065% | |
5/7/2024 | Facet Wealth Inc. | 626 | $324K | 0.0% | N/A | 0.000% | |
5/7/2024 | Advantage Trust Co | 18,036 | $9.46M | 7.0% | +1.1% | 0.014% | |
5/7/2024 | Nelson Capital Management LLC | 394 | $207K | 0.0% | N/A | 0.000% | |
5/7/2024 | Oppenheimer & Co. Inc. | 14,580 | $7.65M | 0.1% | -4.2% | 0.012% | |
5/7/2024 | PFG Advisors | 6,969 | $3.65M | 0.3% | +3.2% | 0.006% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 2,305 | $1.21M | 0.0% | -11.6% | 0.002% | |
5/7/2024 | Wealthspire Advisors LLC | 3,844 | $2.02M | 0.0% | -7.1% | 0.003% | |
5/7/2024 | Insight Advisors LLC PA | 3,904 | $2.05M | 0.4% | +1.2% | 0.003% | |
5/7/2024 | Corbyn Investment Management Inc. MD | 1,973 | $1.04M | 0.5% | -4.5% | 0.002% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 16,876 | $8.85M | 0.0% | +73.4% | 0.013% | |
5/6/2024 | Ballast Inc. | 4,688 | $2.46M | 0.8% | -1.1% | 0.004% | |
5/6/2024 | Advisory Services Network LLC | 35,897 | $18.82M | 0.4% | -4.8% | 0.029% | |
5/6/2024 | Manchester Capital Management LLC | 6,707 | $3.52M | 0.4% | -7.8% | 0.005% | |
5/6/2024 | Mittelman Wealth Management | 5,673 | $2.98M | 2.0% | N/A | 0.005% | |
5/6/2024 | Advisory Alpha LLC | 1,584 | $831K | 0.0% | -2.3% | 0.001% | |
5/4/2024 | R. W. Roge & Company Inc. | 391 | $206K | 0.1% | N/A | 0.000% | |
5/4/2024 | McClarren Financial Advisors Inc. | 4,195 | $22M | 5.7% | +293.9% | 0.003% | |
5/4/2024 | Geneos Wealth Management Inc. | 1,195 | $626K | 0.0% | +5.8% | 0.001% | |
5/4/2024 | Valley Wealth Managers Inc. | 2,616 | $1.37M | 0.1% | +1.8% | 0.002% | |
5/4/2024 | Csenge Advisory Group | 2,397 | $1.26M | 0.1% | -26.2% | 0.002% | |
5/4/2024 | Glassman Wealth Services | 611 | $320K | 0.1% | +15.5% | 0.000% | |
5/3/2024 | MontVue Capital Management Inc. | 5,480 | $2.87M | 2.5% | +39.8% | 0.004% | |
5/3/2024 | Embree Financial Group | 2,289 | $1.20M | 0.2% | -10.0% | 0.002% | |
5/3/2024 | Catalina Capital Group LLC | 553 | $290K | 0.1% | N/A | 0.000% | |
5/3/2024 | Avidian Wealth Solutions LLC | 6,535 | $3.43M | 0.2% | -1.1% | 0.005% | |
5/3/2024 | Larson Financial Group LLC | 1,443 | $757K | 0.1% | -40.5% | 0.001% | |
5/3/2024 | Callan Capital LLC | 35,386 | $18.55M | 1.6% | -3.9% | 0.028% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,151 | $1.13M | 0.1% | -1.4% | 0.002% | |
5/3/2024 | Rehmann Capital Advisory Group | 4,106 | $2.15M | 0.2% | +50.2% | 0.003% | |
5/3/2024 | Chevy Chase Trust Holdings LLC | 13,925 | $7.30M | 0.0% | +2.9% | 0.011% | |
5/3/2024 | Etfidea LLC | 5,808 | $3.05M | 1.0% | +18.8% | 0.005% | |
5/3/2024 | United Community Bank | 1,109 | $562K | 0.2% | +80.3% | 0.001% | |
5/3/2024 | Proficio Capital Partners LLC | 10,442 | $5.48M | 0.6% | -11.2% | 0.008% | |
5/3/2024 | Liberty Wealth Management LLC | 4,475 | $2.35M | 0.5% | +7,891.1% | 0.004% | |
5/3/2024 | Rinkey Investments | 2,119 | $1.11M | 0.4% | -32.3% | 0.002% | |
5/3/2024 | Smith Salley Wealth Management | 7,066 | $3.71M | 0.3% | -2.0% | 0.006% | |
5/3/2024 | Absolute Capital Management LLC | 6,077 | $3.19M | 2.0% | +1.4% | 0.005% | |
5/3/2024 | Wulff Hansen & CO. | 9,413 | $4.94M | 4.9% | +0.4% | 0.007% | |
5/3/2024 | Integrity Financial Corp WA | 183 | $96K | 0.1% | +38.6% | 0.000% | |
5/2/2024 | Mutual Advisors LLC | 10,659 | $5.59M | 0.2% | +5.5% | 0.008% | |
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Elon Musk just tested a new type of A.I. that according to Wired Magazine will usher in…
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5/2/2024 | Salomon & Ludwin LLC | 9,329 | $4.89M | 0.4% | -6.1% | 0.007% | |
5/2/2024 | New England Capital Financial Advisors LLC | 58 | $30K | 0.0% | -98.2% | 0.000% | |
5/2/2024 | Financial Counselors Inc. | 3,542 | $1.86M | 0.0% | -13.1% | 0.003% | |
5/2/2024 | Peregrine Asset Advisers Inc. | 4,120 | $2.16M | 0.9% | -1.0% | 0.003% | |
5/2/2024 | AAFMAA Wealth Management & Trust LLC | 421 | $221K | 0.1% | N/A | 0.000% | |
5/2/2024 | Baron Silver Stevens Financial Advisors LLC | 398 | $209K | 0.0% | N/A | 0.000% | |
5/2/2024 | Graypoint LLC | 1,208 | $633K | 0.0% | -12.6% | 0.001% | |
5/2/2024 | Haverford Trust Co | 13,075 | $6.86M | 0.1% | -8.5% | 0.010% | |
5/2/2024 | Consolidated Planning Corp | 409 | $214K | 0.0% | N/A | 0.000% | |
5/2/2024 | GSB Wealth Management LLC | 475 | $249K | 0.1% | -25.1% | 0.000% | |