1/17/2025 | Aspire Private Capital LLC | 6,247 | $327K | 0.1% | +7.8% | 0.050% | |
1/16/2025 | Lam Group Inc. | 63,480 | $3.32M | 2.4% | +33.8% | 0.504% | |
1/14/2025 | Apella Capital LLC | 327,261 | $17.12M | 0.7% | N/A | 2.597% | |
1/14/2025 | Park Avenue Securities LLC | 89,530 | $4.68M | 0.0% | +1.1% | 0.711% | |
1/7/2025 | Strathmore Capital Advisors Inc. | 166,314 | $8.70M | 6.3% | N/A | 1.341% | |
11/20/2024 | Virtu Financial LLC | 19,452 | $1.05M | 0.1% | N/A | 0.177% | |
11/15/2024 | Orion Portfolio Solutions LLC | 41,981 | $2.27M | 0.0% | -2.6% | 0.382% | |
11/15/2024 | Jane Street Group LLC | 131,094 | $7.09M | 0.0% | +57.8% | 1.192% | |
11/15/2024 | HighTower Advisors LLC | 387,784 | $20.97M | 0.0% | +3.1% | 3.525% | |
11/15/2024 | Hill Investment Group Partners LLC | 797,600 | $41.77M | 5.8% | -0.5% | 7.251% | |
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11/14/2024 | CreativeOne Wealth LLC | 8,422 | $456K | 0.0% | +85.7% | 0.077% | |
11/13/2024 | Acorn Wealth Advisors LLC | 5,415 | $293K | 0.1% | N/A | 0.049% | |
11/8/2024 | Yardley Wealth Management LLC | 179,936 | $9.74M | 5.8% | N/A | 1.636% | |
11/7/2024 | Phillips Financial Management LLC | 1,385 | $75K | 0.0% | -81.2% | 0.013% | |
11/6/2024 | OneDigital Investment Advisors LLC | 65,146 | $3.53M | 0.0% | +33.3% | 0.592% | |
11/4/2024 | TRU Independence Asset Management 2 LLC | 14,830 | $802K | 0.7% | N/A | 0.135% | |
11/1/2024 | Assetmark Inc. | 270,188 | $14.62M | 0.0% | -2.4% | 2.525% | |
10/29/2024 | Farther Finance Advisors LLC | 10,339 | $559K | 0.0% | +15.7% | 0.097% | |
10/22/2024 | Private Advisor Group LLC | 4,980 | $269K | 0.0% | N/A | 0.050% | |
10/22/2024 | RCS Financial Planning LLC | 7,012 | $379K | 0.2% | -17.0% | 0.071% | |
10/21/2024 | Mattern Wealth Management LLC | 268,835 | $14.55M | 3.2% | +189.9% | 2.716% | |
10/21/2024 | Stewardship Advisors LLC | 8,153 | $441K | 0.1% | N/A | 0.086% | |
10/18/2024 | Lam Group Inc. | 47,445 | $2.57M | 1.8% | +83.1% | 0.499% | |
10/18/2024 | Alpha Financial Advisors LLC | 520,851 | $28.18M | 12.5% | +4.7% | 5.483% | |
10/17/2024 | DiNuzzo Private Wealth Inc. | 99,478 | $5.38M | 0.7% | +8.2% | 1.058% | |
10/15/2024 | Hutchens & Kramer Investment Management Group LLC | 11,889 | $646K | 0.4% | -15.2% | 0.126% | |
10/9/2024 | BWM Planning LLC | 17,628 | $954K | 0.4% | N/A | 0.192% | |
10/9/2024 | LifePro Asset Management | 58,833 | $3.18M | 1.9% | +19.1% | 0.639% | |
10/8/2024 | CWM LLC | 1,923 | $104K | 0.0% | N/A | 0.021% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 90,776 | $4.91M | 0.4% | N/A | 0.987% | |
10/3/2024 | Park Avenue Securities LLC | 88,534 | $4.79M | 0.1% | N/A | 0.962% | |
8/21/2024 | Truist Financial Corp | 42,417 | $2.23M | 0.0% | +31.2% | 0.537% | |
8/14/2024 | EverSource Wealth Advisors LLC | 16,989 | $906K | 0.1% | +11.8% | 0.215% | |
8/8/2024 | Envestnet Asset Management Inc. | 145,767 | $7.66M | 0.0% | +218.8% | 1.845% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 1,939 | $102K | 0.0% | N/A | 0.025% | |
8/5/2024 | Hill Investment Group Partners LLC | 801,874 | $42.32M | 5.7% | +31.5% | 10.150% | |
8/2/2024 | Founders Financial Securities LLC | 7,652 | $402K | 0.0% | +15.0% | 0.098% | |
7/31/2024 | Farther Finance Advisors LLC | 8,939 | $468K | 0.0% | -2.9% | 0.115% | |
7/31/2024 | Commonwealth Equity Services LLC | 68,892 | $3.62M | 0.0% | +619.5% | 0.883% | |
7/30/2024 | DiNuzzo Private Wealth Inc. | 91,960 | $4.83M | 0.7% | +1.1% | 1.179% | |
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7/23/2024 | Alpha Financial Advisors LLC | 497,379 | $26.13M | 12.6% | +0.1% | 6.459% | |
7/22/2024 | RCS Financial Planning LLC | 8,450 | $444K | 0.3% | -14.0% | 0.110% | |
7/19/2024 | KFG Wealth Management LLC | 5,002 | $263K | 0.1% | +22.4% | 0.069% | |
7/17/2024 | Mattern Wealth Management LLC | 92,745 | $4.87M | 1.2% | +22.7% | 1.270% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 13,462 | $707K | 0.0% | N/A | 0.184% | |
7/15/2024 | RFG Advisory LLC | 19,659 | $1.03M | 0.0% | +24.3% | 0.269% | |
7/10/2024 | LifePro Asset Management | 49,410 | $2.60M | 1.9% | +16.9% | 0.686% | |
6/11/2024 | EverSource Wealth Advisors LLC | 15,202 | $791K | 0.1% | N/A | 0.249% | |
5/14/2024 | CreativeOne Wealth LLC | 4,992 | $265K | 0.0% | N/A | 0.077% | |
5/14/2024 | Mattern Wealth Management LLC | 75,589 | $4.01M | 1.0% | +927.7% | 1.163% | |
5/9/2024 | Orion Portfolio Solutions LLC | 34,357 | $1.82M | 0.0% | -6.5% | 0.563% | |
5/6/2024 | DiNuzzo Private Wealth Inc. | 90,940 | $4.82M | 0.7% | +6.2% | 1.491% | |
4/30/2024 | Hutchens & Kramer Investment Management Group LLC | 16,398 | $866K | 0.5% | N/A | 0.315% | |
4/26/2024 | RCS Financial Planning LLC | 9,823 | $521K | 0.3% | N/A | 0.189% | |
4/26/2024 | LifePro Asset Management | 42,249 | $2.24M | 1.5% | N/A | 0.812% | |
4/19/2024 | KFG Wealth Management LLC | 4,087 | $217K | 0.1% | N/A | 0.089% | |
4/17/2024 | Founders Financial Securities LLC | 6,652 | $353K | 0.0% | N/A | 0.145% | |
4/11/2024 | RFG Advisory LLC | 15,821 | $839K | 0.0% | N/A | 0.352% | |
4/5/2024 | Lam Group Inc. | 23,165 | $1.23M | 1.0% | +2,968.2% | 0.965% | |
2/9/2024 | Orion Portfolio Solutions LLC | 36,749 | $1.93M | 0.0% | N/A | 1.531% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 162,929 | $8.60M | 0.4% | N/A | 6.789% | |
2/6/2024 | Alpha Financial Advisors LLC | 473,985 | $25.02M | 12.7% | N/A | 19.749% | |
2/6/2024 | DiNuzzo Private Wealth Inc. | 85,610 | $4.52M | 0.6% | N/A | 3.567% | |
2/2/2024 | Truist Financial Corp | 26,375 | $1.35M | 0.0% | N/A | 1.319% | |
2/1/2024 | Aspire Private Capital LLC | 481 | $25K | 0.0% | N/A | 0.024% | |
2/1/2024 | CWM LLC | 793 | $42K | 0.0% | N/A | 0.040% | |