1/22/2025 | Blue Trust Inc. | 59,616 | $1.65M | 0.0% | +99.8% | 0.075% | |
1/22/2025 | Drive Wealth Management LLC | 55,625 | $1.40M | 0.3% | -0.8% | 0.070% | |
1/21/2025 | Archford Capital Strategies LLC | 71,315 | $1.80M | 0.3% | N/A | 0.090% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 264,872 | $6.68M | 0.3% | +3.9% | 0.335% | |
1/21/2025 | Firethorn Wealth Partners LLC | 25,696 | $648K | 0.3% | -1.6% | 0.032% | |
1/17/2025 | High Probability Advisors LLC | 1,280,120 | $32.30M | 5.8% | -0.7% | 1.618% | |
1/17/2025 | Yeomans Consulting Group Inc. | 97,857 | $2.47M | 0.9% | -1.1% | 0.124% | |
1/17/2025 | Market Street Wealth Management Advisors LLC | 511,481 | $12.91M | 2.2% | +1.4% | 0.647% | |
1/17/2025 | Global Trust Asset Management LLC | 44,575 | $1.13M | 0.4% | -4.6% | 0.056% | |
1/16/2025 | Lam Group Inc. | 1,550 | $39K | 0.0% | -59.5% | 0.002% | |
|
1/16/2025 | Meritas Wealth Management LLC | 129,021 | $3.26M | 2.0% | +35.6% | 0.163% | |
1/16/2025 | Bridgewater Advisors Inc. | 1,157,040 | $29.10M | 3.0% | -41.2% | 1.463% | |
1/16/2025 | Evanson Asset Management LLC | 78,113 | $1.97M | 0.1% | +15.3% | 0.099% | |
1/16/2025 | Brady Martz Wealth Solutions LLC | 89,854 | $2.26M | 0.5% | N/A | 0.114% | |
1/16/2025 | Clarius Group LLC | 1,477,931 | $37.29M | 2.5% | +69.7% | 1.868% | |
1/15/2025 | Ameritas Advisory Services LLC | 11,787 | $297K | 0.0% | N/A | 0.015% | |
1/15/2025 | 25 LLC | 8,693 | $219K | 0.1% | N/A | 0.011% | |
1/15/2025 | Sax Wealth Advisors LLC | 487,682 | $12.30M | 1.0% | -35.0% | 0.617% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 26,431 | $667K | 0.0% | +4.5% | 0.033% | |
1/15/2025 | Great Oak Capital Partners LLC | 636,548 | $15.98M | 5.3% | +8.6% | 0.805% | |
1/15/2025 | Family Wealth Partners LLC | 285,858 | $7.21M | 3.4% | +27.2% | 0.361% | |
1/14/2025 | Websterrogers Financial Advisors LLC | 544,770 | $13.75M | 4.8% | +0.7% | 0.689% | |
1/14/2025 | Apella Capital LLC | 274,810 | $6.93M | 0.3% | N/A | 0.347% | |
1/14/2025 | Park Avenue Securities LLC | 875,436 | $22.09M | 0.2% | +11.3% | 1.107% | |
1/14/2025 | Fiduciary Financial Group LLC | 205,618 | $5.18M | 1.1% | +5.9% | 0.260% | |
1/14/2025 | Breakwater Capital Group | 65,672 | $1.66M | 0.3% | -13.5% | 0.083% | |
1/13/2025 | Aprio Wealth Management LLC | 2,007,885 | $50.66M | 7.4% | +11.5% | 2.538% | |
12/26/2024 | JPMorgan Chase & Co. | 99,954 | $2.77M | 0.0% | -0.5% | 0.126% | |
11/18/2024 | Rehmann Capital Advisory Group | 27,756 | $769K | 0.1% | +15.3% | 0.035% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 64,372 | $1.78M | 0.6% | +9.3% | 0.081% | |
11/15/2024 | MML Investors Services LLC | 39,805 | $1.10M | 0.0% | +3.5% | 0.050% | |
11/15/2024 | Orion Portfolio Solutions LLC | 10,622 | $294K | 0.0% | -15.7% | 0.013% | |
11/15/2024 | Jane Street Group LLC | 1,068,762 | $29.61M | 0.0% | -28.6% | 1.351% | |
11/15/2024 | Stifel Financial Corp | 75,309 | $2.09M | 0.0% | +27.5% | 0.095% | |
11/15/2024 | SageView Advisory Group LLC | 24,972 | $692K | 0.0% | +1.6% | 0.032% | |
11/15/2024 | Intrepid Capital Management Inc. | 51,783 | $1.43M | 0.8% | +34.7% | 0.065% | |
11/15/2024 | Integrated Wealth Concepts LLC | 48,995 | $1.36M | 0.0% | +1.8% | 0.062% | |
11/15/2024 | Investmark Advisory Group LLC | 29,165 | $808K | 0.4% | +2.3% | 0.037% | |
11/15/2024 | HighTower Advisors LLC | 2,012,497 | $55.72M | 0.1% | +1.4% | 2.544% | |
11/15/2024 | True Wealth Design LLC | 448,238 | $12.42M | 4.8% | -19.3% | 0.567% | |
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11/14/2024 | Rockefeller Capital Management L.P. | 11,008 | $305K | 0.0% | N/A | 0.014% | |
11/13/2024 | Freedom Investment Management Inc. | 137,515 | $3.81M | 0.3% | -3.9% | 0.174% | |
11/13/2024 | Townsquare Capital LLC | 57,322 | $1.59M | 0.0% | N/A | 0.072% | |
11/13/2024 | Carlson Capital Management | 3,896,138 | $107.92M | 4.6% | +2.2% | 4.926% | |
11/13/2024 | Bank of Montreal Can | 2,053,856 | $57.08M | 0.0% | +5.5% | 2.597% | |
11/13/2024 | Acorn Wealth Advisors LLC | 7,431 | $206K | 0.1% | N/A | 0.009% | |
11/12/2024 | Nwam LLC | 53,811 | $1.49M | 0.1% | N/A | 0.068% | |
11/12/2024 | Altiora Financial Group LLC | 52,629 | $1.46M | 0.3% | +42.6% | 0.067% | |
11/8/2024 | EverSource Wealth Advisors LLC | 73,666 | $2.04M | 0.1% | +8.3% | 0.093% | |
11/7/2024 | Tranquility Partners LLC | 11,612 | $322K | 0.1% | +6.9% | 0.015% | |
11/7/2024 | Caprock Group LLC | 23,762 | $658K | 0.0% | +17.6% | 0.030% | |
11/7/2024 | Drive Wealth Management LLC | 56,079 | $1.55M | 0.4% | +1.1% | 0.071% | |
11/7/2024 | MB Generational Wealth LLC | 200,485 | $5.55M | 4.0% | +0.2% | 0.253% | |
11/7/2024 | Envision Financial Planning LLC | 370,476 | $10.26M | 5.4% | +139.1% | 0.468% | |
11/6/2024 | Adero Partners LLC | 6,048,287 | $167.54M | 11.1% | +2.1% | 7.646% | |
11/5/2024 | Aptus Capital Advisors LLC | 1,207 | $33K | 0.0% | +1,007.3% | 0.002% | |
11/5/2024 | Apollon Wealth Management LLC | 35,298 | $978K | 0.0% | -2.8% | 0.045% | |
11/5/2024 | Northwest Wealth Management LLC | 96,159 | $2.66M | 0.6% | +39.4% | 0.122% | |
11/4/2024 | TRU Independence Asset Management 2 LLC | 9,946 | $276K | 0.2% | N/A | 0.013% | |
11/4/2024 | Disciplined Investments LLC | 30,014 | $831K | 0.4% | +97.0% | 0.038% | |
11/4/2024 | Liberty Wealth Management LLC | 265,728 | $7.36M | 1.3% | -41.7% | 0.336% | |
11/2/2024 | Retirement Solution LLC | 153,688 | $4.26M | 1.0% | -1.4% | 0.194% | |
11/2/2024 | Austin Asset Management Co Inc | 51,221 | $1.42M | 0.3% | +316.2% | 0.065% | |
11/1/2024 | Capital Performance Advisors LLP | 12,148 | $337K | 0.1% | N/A | 0.015% | |
10/31/2024 | Bridgewater Advisors Inc. | 1,968,950 | $52.22M | 5.5% | +1.6% | 2.489% | |
10/31/2024 | American Capital Advisory LLC | 1,311 | $36K | 0.0% | +3,443.2% | 0.002% | |
10/30/2024 | Milestone Investment Advisors LLC | 165,982 | $4.60M | 1.3% | +0.7% | 0.210% | |
10/29/2024 | Centennial Bank AR | 107,958 | $2.99M | 1.4% | +9.0% | 0.136% | |
10/29/2024 | Forum Financial Management LP | 6,009,122 | $166.45M | 2.8% | +3.8% | 7.597% | |
10/29/2024 | Angeles Wealth Management LLC | 22,606 | $626K | 0.1% | +7.1% | 0.029% | |
10/29/2024 | Chicago Partners Investment Group LLC | 149,885 | $3.96M | 0.1% | +1.6% | 0.189% | |
10/29/2024 | Farther Finance Advisors LLC | 9,855 | $273K | 0.0% | +436.8% | 0.012% | |
10/29/2024 | Oceanside Advisors LLC | 247,529 | $6.86M | 5.1% | +3.0% | 0.313% | |
10/28/2024 | Summit Wealth Partners LLC | 40,147 | $1.11M | 0.2% | +10.4% | 0.051% | |
10/25/2024 | PBMares Wealth Management LLC | 241,979 | $6.70M | 1.4% | +15.6% | 0.306% | |
10/25/2024 | SC&H Financial Advisors Inc. | 59,101 | $1.64M | 0.4% | +2.6% | 0.075% | |
10/24/2024 | TCI Wealth Advisors Inc. | 590,790 | $16.37M | 1.4% | +22.1% | 0.747% | |
10/24/2024 | Yeomans Consulting Group Inc. | 98,912 | $2.74M | 1.0% | +2.4% | 0.125% | |
10/24/2024 | Fischer Investment Strategies LLC | 39,046 | $1.08M | 0.9% | -86.6% | 0.049% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 13,894 | $385K | 0.0% | +4.2% | 0.018% | |
10/23/2024 | Mraz Amerine & Associates Inc. | 45,722 | $1.27M | 0.2% | -7.5% | 0.058% | |
10/23/2024 | Global Trust Asset Management LLC | 46,725 | $1.29M | 0.5% | -5.2% | 0.059% | |
10/22/2024 | BetterWealth LLC | 445,200 | $12.33M | 3.6% | +2.7% | 0.563% | |
10/22/2024 | Maryland Capital Advisors Inc. | 4,018 | $111K | 0.1% | +115.7% | 0.005% | |
10/22/2024 | CPA Asset Management LLC | 284,097 | $7.87M | 3.8% | +0.9% | 0.359% | |
10/22/2024 | Sequoia Financial Advisors LLC | 349,352 | $9.68M | 0.1% | +4.2% | 0.442% | |
10/21/2024 | Mattern Wealth Management LLC | 25,010 | $693K | 0.2% | -16.8% | 0.032% | |
10/21/2024 | Mills Wealth Advisors LLC | 236,809 | $6.56M | 4.5% | +6.8% | 0.299% | |
10/19/2024 | Midwest Heritage Bank FSB | 49,439 | $1.37M | 0.6% | +2.9% | 0.063% | |
10/18/2024 | Fortress Wealth Management Inc. | 358,943 | $9.94M | 5.0% | +78.6% | 0.454% | |
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10/18/2024 | Schubert & Co | 50,076 | $1.39M | 1.0% | +36.4% | 0.063% | |
10/18/2024 | Blue Trust Inc. | 29,831 | $785K | 0.0% | -15.4% | 0.038% | |
10/17/2024 | Sax Wealth Advisors LLC | 750,838 | $20.80M | 1.9% | +7.8% | 0.949% | |
10/17/2024 | DiNuzzo Private Wealth Inc. | 639,728 | $17.72M | 2.2% | +0.8% | 0.809% | |
10/16/2024 | B.O.S.S. Retirement Advisors LLC | 14,893 | $413K | 0.1% | +11.9% | 0.019% | |
10/16/2024 | Market Street Wealth Management Advisors LLC | 504,367 | $13.97M | 2.3% | +2.5% | 0.638% | |
10/16/2024 | Firethorn Wealth Partners LLC | 26,112 | $723K | 0.4% | -3.0% | 0.033% | |
10/15/2024 | von Borstel & Associates Inc. | 220,957 | $6.12M | 3.5% | N/A | 0.279% | |
10/12/2024 | Andrews Lucia Wealth Management LLC | 27,987 | $737K | 0.5% | +2.4% | 0.035% | |
10/11/2024 | Creative Planning | 32,800 | $909K | 0.0% | +2.8% | 0.041% | |