11/15/2024 | LRI Investments LLC | 2,192 | $54K | 0.0% | N/A | 0.003% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 69,753 | $1.87M | 0.6% | +1.1% | 0.108% | |
11/15/2024 | MML Investors Services LLC | 129,276 | $3.47M | 0.0% | +2.6% | 0.201% | |
11/15/2024 | Orion Portfolio Solutions LLC | 92,058 | $2.47M | 0.1% | -14.6% | 0.143% | |
11/15/2024 | Jane Street Group LLC | 99,340 | $2.67M | 0.0% | -94.4% | 0.154% | |
11/15/2024 | HighTower Advisors LLC | 21,089 | $567K | 0.0% | +24.3% | 0.033% | |
|
11/14/2024 | Captrust Financial Advisors | 51,388 | $1.38M | 0.0% | +1.9% | 0.080% | |
11/13/2024 | Freedom Investment Management Inc. | 8,230 | $221K | 0.0% | N/A | 0.013% | |
11/13/2024 | Bank of Montreal Can | 1,045,092 | $27.99M | 0.0% | +6.3% | 1.623% | |
11/12/2024 | Larson Financial Group LLC | 502,161 | $13.47M | 0.8% | -4.2% | 0.780% | |
11/12/2024 | Wescott Financial Advisory Group LLC | 1,210,382 | $32.48M | 3.5% | +102.3% | 1.879% | |
11/12/2024 | Cerity Partners LLC | 427,338 | $11.47M | 0.0% | +16.7% | 0.664% | |
11/12/2024 | Alesco Advisors LLC | 286,872 | $7.70M | 0.2% | +25.8% | 0.445% | |
11/8/2024 | First Horizon Advisors Inc. | 1,916 | $51K | 0.0% | N/A | 0.003% | |
11/8/2024 | Avior Wealth Management LLC | 63,327 | $1.70M | 0.1% | +5.4% | 0.098% | |
11/8/2024 | Vance Wealth Inc. | 36,849 | $989K | 0.4% | +21.1% | 0.057% | |
11/7/2024 | Tranquility Partners LLC | 16,574 | $445K | 0.2% | +9.2% | 0.026% | |
11/7/2024 | Joseph Group Capital Management | 3,210 | $86K | 0.0% | +25.8% | 0.005% | |
11/7/2024 | Colony Family Offices LLC | 27,475 | $737K | 0.2% | +4.7% | 0.043% | |
11/6/2024 | Natixis Advisors LLC | 26,102 | $700K | 0.0% | +52.5% | 0.041% | |
11/6/2024 | Squire Investment Management Company LLC | 21,032 | $564K | 0.3% | +11.9% | 0.033% | |
11/5/2024 | Vestia Personal Wealth Advisors | 35,206 | $945K | 0.8% | +10.5% | 0.055% | |
11/4/2024 | Addison Advisors LLC | 167,647 | $4.50M | 1.2% | +22.4% | 0.260% | |
11/4/2024 | Disciplined Investments LLC | 144,652 | $3.88M | 1.9% | +10.7% | 0.225% | |
11/2/2024 | Austin Asset Management Co Inc | 81,499 | $2.19M | 0.4% | +2.8% | 0.127% | |
11/1/2024 | Tillman Hartley LLC | 305,974 | $8.21M | 2.4% | -0.2% | 0.475% | |
11/1/2024 | Aspire Wealth Management Corp | 45,803 | $1.23M | 0.7% | +25.2% | 0.071% | |
11/1/2024 | Vista Capital Partners Inc. | 32,176 | $863K | 0.1% | N/A | 0.050% | |
10/31/2024 | Trademark Financial Management LLC | 7,862 | $211K | 0.2% | -37.7% | 0.012% | |
10/30/2024 | Tobias Financial Advisors Inc. | 299,152 | $8.03M | 1.6% | +6.1% | 0.465% | |
10/29/2024 | IAG Wealth Partners LLC | 84,710 | $2.27M | 0.4% | +9.6% | 0.132% | |
10/29/2024 | Chicago Partners Investment Group LLC | 21,942 | $561K | 0.0% | -33.4% | 0.034% | |
10/25/2024 | PBMares Wealth Management LLC | 54,180 | $1.45M | 0.3% | +16.4% | 0.084% | |
10/24/2024 | TCI Wealth Advisors Inc. | 1,104,625 | $29.64M | 2.5% | +21.5% | 1.715% | |
10/24/2024 | Modera Wealth Management LLC | 71,474 | $1.92M | 0.0% | +16.7% | 0.111% | |
10/23/2024 | Elwood & Goetz Wealth Advisory Group LLC | 28,924 | $776K | 0.2% | +22.2% | 0.045% | |
10/23/2024 | Index Fund Advisors Inc. | 508,417 | $13.64M | 0.7% | +18.1% | 0.789% | |
10/22/2024 | Ruedi Wealth Management Inc. | 69,015 | $1.85M | 0.6% | +14.2% | 0.107% | |
10/22/2024 | Maryland Capital Advisors Inc. | 36,701 | $985K | 0.5% | +7.4% | 0.057% | |
10/22/2024 | Private Advisor Group LLC | 64,881 | $1.74M | 0.0% | +7.4% | 0.101% | |
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10/22/2024 | Sequoia Financial Advisors LLC | 131,863 | $3.54M | 0.0% | +1.2% | 0.205% | |
10/21/2024 | Integrity Wealth Solutions LLC | 124,620 | $3.34M | 2.0% | +21.0% | 0.194% | |
10/21/2024 | Cannon Financial Strategists Inc. | 11,350 | $305K | 0.1% | N/A | 0.018% | |
10/19/2024 | Cannon Financial Strategists Inc. | 11,350 | $305K | 0.1% | N/A | 0.018% | |
10/18/2024 | Lam Group Inc. | 103,180 | $2.77M | 2.0% | +0.6% | 0.160% | |
10/18/2024 | Blue Trust Inc. | 41,351 | $1.02M | 0.0% | +7.7% | 0.064% | |
10/17/2024 | Sax Wealth Advisors LLC | 25,362 | $680K | 0.1% | -5.1% | 0.039% | |
10/17/2024 | DiNuzzo Private Wealth Inc. | 55,978 | $1.50M | 0.2% | -1.3% | 0.087% | |
10/16/2024 | Quad Cities Investment Group LLC | 17,504 | $470K | 0.2% | +65.4% | 0.027% | |
10/16/2024 | Provident Wealth Management LLC | 52,956 | $1.42M | 0.5% | -2.5% | 0.082% | |
10/16/2024 | Acorn Creek Capital LLC | 165,216 | $4.43M | 2.4% | +5.7% | 0.257% | |
10/16/2024 | ERn Financial LLC | 45,020 | $1.21M | 0.2% | -1.5% | 0.070% | |
10/15/2024 | First Pacific Financial | 94,717 | $2.54M | 0.6% | +21.5% | 0.147% | |
10/10/2024 | McNamara Financial Services Inc. | 61,827 | $1.66M | 0.3% | +1.0% | 0.096% | |
10/10/2024 | Total Wealth Planning LLC | 951,768 | $25.54M | 4.0% | +7.3% | 1.478% | |
10/10/2024 | Level Financial Advisors | 118,459 | $3.18M | 1.2% | +29.0% | 0.184% | |
10/9/2024 | Marcum Wealth LLC | 117,464 | $3.15M | 0.3% | +3.7% | 0.182% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 176,199 | $4.73M | 0.1% | +0.5% | 0.274% | |
10/8/2024 | Evanson Asset Management LLC | 1,077,024 | $28.90M | 2.1% | +7.8% | 1.672% | |
10/8/2024 | Mather Group LLC. | 10,157,785 | $272.53M | 3.5% | +55.9% | 15.773% | |
10/7/2024 | Schoolcraft Capital LLC | 128,511 | $3.45M | 0.7% | +5.3% | 0.200% | |
10/5/2024 | Corrigan Financial Inc. | 442,374 | $11.87M | 2.7% | +19.5% | 0.687% | |
10/5/2024 | Quent Capital LLC | 20,842 | $559K | 0.1% | +12.0% | 0.032% | |
10/5/2024 | Collective Family Office LLC | 186,621 | $5.01M | 1.4% | +14.7% | 0.290% | |
10/5/2024 | Eclectic Associates Inc. ADV | 46,551 | $1.25M | 0.5% | N/A | 0.072% | |
10/3/2024 | Park Avenue Securities LLC | 1,262,708 | $33.88M | 0.4% | +9.6% | 1.961% | |
10/3/2024 | Trinity Financial Advisors LLC | 54,261 | $1.46M | 0.6% | +161.1% | 0.084% | |
10/2/2024 | DBK Financial Counsel LLC | 14,506 | $389K | 0.4% | +16.0% | 0.023% | |
10/2/2024 | Abacus Planning Group Inc. | 204,132 | $5.48M | 1.0% | +30.9% | 0.317% | |
8/26/2024 | Ariadne Wealth Management LP | 72,458 | $1.79M | 1.0% | N/A | 0.113% | |
8/21/2024 | Advisory Alpha LLC | 209,223 | $5.15M | 0.2% | +199.8% | 0.325% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 1,175 | $29K | 0.0% | N/A | 0.002% | |
8/16/2024 | NewEdge Advisors LLC | 50,508 | $1.24M | 0.0% | +5.0% | 0.078% | |
8/16/2024 | Creative Planning | 65,518 | $1.61M | 0.0% | +30.0% | 0.102% | |
8/14/2024 | Wescott Financial Advisory Group LLC | 598,196 | $14.73M | 1.7% | +90.0% | 0.929% | |
8/14/2024 | Bank of Montreal Can | 982,709 | $24.45M | 0.0% | +10.9% | 1.526% | |
8/14/2024 | EverSource Wealth Advisors LLC | 36,391 | $943K | 0.1% | +39.9% | 0.057% | |
8/13/2024 | Merriman Wealth Management LLC | 548,809 | $13.52M | 0.6% | -2.7% | 0.852% | |
8/12/2024 | Austin Asset Management Co Inc | 79,277 | $1.95M | 0.4% | +19.3% | 0.123% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 228,663 | $5.63M | 0.0% | -22.9% | 0.355% | |
8/12/2024 | Disciplined Investments LLC | 130,688 | $3.22M | 1.7% | +3.2% | 0.203% | |
8/8/2024 | Envestnet Asset Management Inc. | 1,462,676 | $36.03M | 0.0% | +4.4% | 2.271% | |
8/8/2024 | PFG Advisors | 45,267 | $1.12M | 0.1% | +6.7% | 0.070% | |
8/8/2024 | Bell Investment Advisors Inc | 2,994 | $74K | 0.0% | N/A | 0.005% | |
8/8/2024 | Perritt Capital Management Inc | 308,958 | $7.61M | 4.2% | +2.3% | 0.480% | |
8/7/2024 | Tillman Hartley LLC | 306,588 | $7.55M | 2.6% | +4.1% | 0.476% | |
8/7/2024 | Ballentine Capital Advisors Inc | 472,976 | $11.65M | 6.2% | +4.5% | 0.734% | |
8/7/2024 | Discipline Wealth Solutions LLC | 218,676 | $5.39M | 4.3% | +18.1% | 0.340% | |
8/6/2024 | Werba Rubin Papier Wealth Management | 19,190 | $473K | 0.1% | +34.4% | 0.030% | |
8/6/2024 | Ausdal Financial Partners Inc. | 21,146 | $521K | 0.1% | -4.2% | 0.033% | |
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8/6/2024 | Financial Gravity Asset Management Inc. | 1,084 | $27K | 0.0% | N/A | 0.002% | |
8/6/2024 | Savant Capital LLC | 2,610,322 | $64.29M | 0.6% | +19.5% | 4.053% | |
8/5/2024 | Private Advisor Group LLC | 60,419 | $1.49M | 0.0% | +13.5% | 0.094% | |
8/5/2024 | Addison Advisors LLC | 136,983 | $3.37M | 1.1% | +26.3% | 0.213% | |
8/3/2024 | Colony Family Offices LLC | 26,240 | $646K | 0.2% | +32.3% | 0.041% | |
8/2/2024 | Vance Wealth Inc. | 30,429 | $749K | 0.3% | N/A | 0.047% | |
8/2/2024 | Index Fund Advisors Inc. | 430,329 | $10.60M | 0.6% | +24.8% | 0.668% | |
8/2/2024 | Larson Financial Group LLC | 524,398 | $12.92M | 0.9% | -50.8% | 0.814% | |
8/2/2024 | McNamara Financial Services Inc. | 61,232 | $1.51M | 0.3% | +14.1% | 0.095% | |
8/2/2024 | Tortoise Investment Management LLC | 8,977 | $221K | 0.0% | +42.6% | 0.014% | |