11/18/2024 | Rehmann Capital Advisory Group | 304,207 | $8.55M | 0.6% | +2.6% | 0.136% | |
11/18/2024 | Hobbs Group Advisors LLC | 5,000 | $141K | 0.1% | N/A | 0.002% | |
11/15/2024 | Abel Hall LLC | 328,029 | $9.23M | 6.0% | +0.1% | 0.147% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 21,857 | $615K | 0.2% | +39.6% | 0.010% | |
11/15/2024 | MML Investors Services LLC | 201,431 | $5.67M | 0.0% | +70.1% | 0.090% | |
11/15/2024 | Passive Capital Management LLC. | 404,782 | $11.39M | 4.0% | +3.3% | 0.181% | |
|
11/15/2024 | Orion Portfolio Solutions LLC | 205,760 | $5.79M | 0.1% | +1.0% | 0.092% | |
11/15/2024 | EP Wealth Advisors LLC | 11,765 | $331K | 0.0% | +52.6% | 0.005% | |
11/15/2024 | Jane Street Group LLC | 404,876 | $11.39M | 0.0% | -88.5% | 0.181% | |
11/15/2024 | SageView Advisory Group LLC | 118,812 | $3.34M | 0.2% | +1.3% | 0.053% | |
11/15/2024 | Integrated Wealth Concepts LLC | 110,688 | $3.12M | 0.0% | +8.3% | 0.049% | |
11/15/2024 | Investmark Advisory Group LLC | 16,298 | $459K | 0.2% | +3.6% | 0.007% | |
11/15/2024 | HighTower Advisors LLC | 4,616,085 | $129.89M | 0.2% | +1.4% | 2.063% | |
11/15/2024 | Hill Investment Group Partners LLC | 2,055,170 | $54.03M | 7.5% | +0.2% | 0.918% | |
11/15/2024 | Hilltop Holdings Inc. | 10,401 | $293K | 0.0% | +22.0% | 0.005% | |
11/15/2024 | Kestra Investment Management LLC | 2,644,018 | $74.40M | 3.2% | +115.9% | 1.181% | |
11/15/2024 | True Wealth Design LLC | 1,183,494 | $33.30M | 13.0% | -15.2% | 0.529% | |
11/14/2024 | Atlantic Union Bankshares Corp | 10,546 | $297K | 0.0% | +6.9% | 0.005% | |
11/14/2024 | Kingfisher Capital LLC | 8,182 | $230K | 0.1% | N/A | 0.004% | |
11/14/2024 | CreativeOne Wealth LLC | 44,748 | $1.26M | 0.0% | +101.7% | 0.020% | |
11/14/2024 | Cravens & Co Advisors LLC | 299,811 | $8.44M | 6.5% | +5.4% | 0.134% | |
11/13/2024 | WorthPointe LLC | 37,403 | $1.05M | 0.4% | +43.0% | 0.017% | |
11/13/2024 | Freedom Investment Management Inc. | 901,035 | $25.36M | 2.0% | +5.6% | 0.403% | |
11/13/2024 | RS Crum Inc. | 1,131,393 | $31.84M | 7.5% | +2.2% | 0.506% | |
11/13/2024 | Townsquare Capital LLC | 56,761 | $1.60M | 0.0% | +7.6% | 0.025% | |
11/12/2024 | Truepoint Inc. | 1,973,863 | $55.55M | 1.5% | -0.6% | 0.882% | |
11/12/2024 | Advisory Services & Investments LLC | 738,892 | $20.79M | 14.2% | -5.8% | 0.330% | |
11/12/2024 | Great Valley Advisor Group Inc. | 178,973 | $5.04M | 0.1% | +8.8% | 0.080% | |
11/12/2024 | Nwam LLC | 55,761 | $1.57M | 0.1% | N/A | 0.025% | |
11/12/2024 | Studio Investment Management LLC | 587,337 | $16.53M | 3.5% | +4.6% | 0.262% | |
11/12/2024 | CFS Investment Advisory Services LLC | 95,869 | $2.70M | 0.2% | -6.4% | 0.043% | |
11/12/2024 | Altiora Financial Group LLC | 53,980 | $1.52M | 0.3% | -20.3% | 0.024% | |
11/12/2024 | RW Investment Management LLC | 4,861,886 | $136.81M | 17.0% | +3.2% | 2.172% | |
11/8/2024 | EverSource Wealth Advisors LLC | 137,076 | $3.86M | 0.2% | +2.9% | 0.061% | |
11/8/2024 | Vance Wealth Inc. | 7,233 | $204K | 0.1% | N/A | 0.003% | |
11/8/2024 | BIP Wealth LLC | 24,361 | $686K | 0.0% | N/A | 0.011% | |
11/7/2024 | Tranquility Partners LLC | 14,188 | $399K | 0.1% | +10.2% | 0.006% | |
11/7/2024 | Caprock Group LLC | 69,312 | $1.95M | 0.1% | +141.5% | 0.031% | |
11/7/2024 | Pathstone Holdings LLC | 3,559,006 | $100.16M | 0.4% | -1.0% | 1.590% | |
11/7/2024 | EnRich Financial Partners LLC | 706,064 | $19.87M | 6.6% | +5.7% | 0.315% | |
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11/7/2024 | Phillips Financial Management LLC | 1,535,303 | $43.20M | 3.3% | +15.8% | 0.686% | |
11/7/2024 | Essential Planning LLC. | 10,627 | $299K | 0.1% | N/A | 0.005% | |
11/7/2024 | Envision Financial Planning LLC | 27,601 | $777K | 0.4% | +10.0% | 0.012% | |
11/6/2024 | SRS Capital Advisors Inc. | 768,380 | $21.62M | 1.9% | +1.8% | 0.343% | |
11/6/2024 | Straight Path Wealth Management | 689,863 | $19.41M | 8.4% | +7.8% | 0.308% | |
11/6/2024 | LJI Wealth Management LLC | 9,712 | $273K | 0.1% | +6.0% | 0.004% | |
11/6/2024 | Heritage Investment Group Inc. | 369,930 | $10.41M | 2.0% | +9.8% | 0.165% | |
11/6/2024 | Squire Investment Management Company LLC | 39,137 | $1.10M | 0.5% | +28.1% | 0.017% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 15,500 | $436K | 0.0% | +18.7% | 0.007% | |
11/6/2024 | OneDigital Investment Advisors LLC | 1,687,423 | $47.48M | 0.5% | +83.3% | 0.754% | |
11/6/2024 | Wealthstream Advisors Inc. | 2,882,949 | $81.13M | 14.7% | +186.5% | 1.288% | |
11/6/2024 | Main Street Financial Solutions LLC | 14,053 | $395K | 0.0% | N/A | 0.006% | |
11/5/2024 | Aptus Capital Advisors LLC | 66,048 | $1.86M | 0.0% | +7,984.2% | 0.030% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 7,618 | $214K | 0.0% | N/A | 0.003% | |
11/5/2024 | Savvy Advisors Inc. | 35,512 | $999K | 0.2% | N/A | 0.016% | |
11/5/2024 | Ashton Thomas Private Wealth LLC | 10,781 | $303K | 0.0% | +23.1% | 0.005% | |
11/5/2024 | Apollon Wealth Management LLC | 173,306 | $4.88M | 0.1% | -2.4% | 0.077% | |
11/5/2024 | Vestia Personal Wealth Advisors | 323,957 | $9.11M | 7.4% | +9.0% | 0.145% | |
11/5/2024 | Northwest Wealth Management LLC | 98,334 | $2.77M | 0.6% | +4.9% | 0.044% | |
11/4/2024 | TRU Independence Asset Management 2 LLC | 19,306 | $543K | 0.5% | N/A | 0.009% | |
11/4/2024 | VeraBank N.A. | 371,972 | $10.47M | 3.1% | +2.3% | 0.166% | |
11/4/2024 | HTG Investment Advisors Inc. | 578,536 | $16.28M | 7.7% | +7.0% | 0.259% | |
11/4/2024 | Liberty Wealth Management LLC | 497,229 | $13.99M | 2.4% | -45.9% | 0.222% | |
11/4/2024 | FMB Wealth Management | 114,955 | $3.24M | 1.8% | +49.3% | 0.051% | |
11/1/2024 | Tillman Hartley LLC | 390,262 | $10.98M | 3.3% | -1.1% | 0.174% | |
11/1/2024 | Cypress Point Wealth Management LLC | 362,494 | $10.20M | 4.0% | +11.7% | 0.162% | |
11/1/2024 | Rather & Kittrell Inc. | 1,557,903 | $43.84M | 10.7% | +8.3% | 0.696% | |
11/1/2024 | Rockbridge Investment Management LCC | 1,314,493 | $36.99M | 4.8% | +82.2% | 0.587% | |
11/1/2024 | Physician Wealth Solutions Inc. | 323,282 | $8.69M | 4.2% | +18.7% | 0.144% | |
11/1/2024 | Capital Performance Advisors LLP | 1,279 | $36K | 0.0% | N/A | 0.001% | |
10/31/2024 | Bridgewater Advisors Inc. | 2,214,111 | $59.70M | 6.2% | +2.2% | 0.989% | |
10/31/2024 | American Capital Advisory LLC | 255,403 | $7.19M | 4.2% | +10.7% | 0.114% | |
10/31/2024 | Gordian Advisors LLC | 59,113 | $1.66M | 1.3% | +49.7% | 0.026% | |
10/30/2024 | Beacon Financial Advisory LLC | 26,168 | $736K | 0.3% | -4.6% | 0.012% | |
10/30/2024 | Millburn Ridgefield Corp | 1,637,357 | $46.08M | 1.2% | +0.2% | 0.732% | |
10/30/2024 | Lutz Financial Services LLC | 593,052 | $16.69M | 1.4% | +3.5% | 0.265% | |
10/29/2024 | Forum Financial Management LP | 15,774,309 | $443.89M | 7.4% | +3.4% | 7.048% | |
10/29/2024 | Private Wealth Management Group LLC | 605,386 | $17.04M | 6.7% | +1.7% | 0.271% | |
10/29/2024 | Angeles Wealth Management LLC | 22,548 | $635K | 0.1% | -31.2% | 0.010% | |
10/29/2024 | Pure Financial Advisors LLC | 64,021 | $1.80M | 0.0% | -1.1% | 0.029% | |
10/29/2024 | Symmetry Partners LLC | 311,014 | $8.75M | 2.1% | N/A | 0.139% | |
10/29/2024 | Visionary Horizons LLC | 10,465 | $294K | 0.2% | +34.6% | 0.005% | |
10/29/2024 | Chicago Partners Investment Group LLC | 436,570 | $11.74M | 0.4% | +1.4% | 0.195% | |
10/29/2024 | Farther Finance Advisors LLC | 210,492 | $5.92M | 0.2% | +57.4% | 0.094% | |
10/28/2024 | Penobscot Wealth Management | 192,467 | $5.42M | 2.9% | +8.7% | 0.086% | |
10/28/2024 | Austin Wealth Management LLC | 759,381 | $21.02M | 4.6% | -0.3% | 0.339% | |
10/25/2024 | Fort Vancouver Investment Management LLC | 3,954 | $111K | 0.1% | N/A | 0.002% | |
10/25/2024 | Your Advocates Ltd. LLP | 1,190,452 | $33.50M | 13.2% | +2.9% | 0.532% | |
10/25/2024 | PBMares Wealth Management LLC | 53,908 | $1.52M | 0.3% | -85.3% | 0.024% | |
10/25/2024 | Strategic Blueprint LLC | 15,148 | $426K | 0.0% | N/A | 0.007% | |
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10/25/2024 | SC&H Financial Advisors Inc. | 705,223 | $19.85M | 4.3% | +10.4% | 0.315% | |
10/25/2024 | Quarry Hill Advisors LLC | 349,480 | $9.83M | 6.6% | -13.1% | 0.156% | |
10/25/2024 | Barry Investment Advisors LLC | 24,721 | $696K | 0.2% | +3.8% | 0.011% | |
10/24/2024 | Gemmer Asset Management LLC | 426,770 | $12.01M | 1.2% | -3.8% | 0.191% | |
10/24/2024 | Greenspring Advisors LLC | 608,854 | $17.13M | 3.7% | +8.5% | 0.272% | |
10/24/2024 | Kooman & Associates | 1,408,604 | $39.64M | 14.6% | +5.4% | 0.629% | |
10/24/2024 | Modera Wealth Management LLC | 34,117 | $960K | 0.0% | -6.8% | 0.015% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 169,442 | $4.77M | 0.0% | +7.1% | 0.076% | |
10/24/2024 | Sageworth Trust Co | 659,187 | $18.55M | 1.1% | +5.4% | 0.295% | |
10/24/2024 | Sageworth Trust Co of South Dakota | 105,483 | $2.97M | 3.8% | +7.5% | 0.047% | |