11/4/2024 | Alaska Wealth Advisors | 224,740 | $11.08M | 1.7% | -1.4% | 0.094% | |
11/4/2024 | Addison Advisors LLC | 3,467 | $171K | 0.0% | -69.5% | 0.001% | |
11/4/2024 | Proffitt & Goodson Inc. | 5,404 | $266K | 0.0% | +10.9% | 0.002% | |
11/4/2024 | Brickley Wealth Management | 374,741 | $18.48M | 3.8% | +0.7% | 0.156% | |
11/4/2024 | Round Rock Advisors LLC | 30,160 | $1.49M | 0.3% | -12.6% | 0.013% | |
11/4/2024 | Axxcess Wealth Management LLC | 141,833 | $6.99M | 0.2% | -18.5% | 0.059% | |
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11/4/2024 | Disciplined Investments LLC | 45,205 | $2.23M | 1.1% | -13.5% | 0.019% | |
11/4/2024 | Sigma Planning Corp | 52,629 | $2.60M | 0.1% | +4.1% | 0.022% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 17,822 | $879K | 0.0% | +87.5% | 0.007% | |
11/2/2024 | Austin Asset Management Co Inc | 105,606 | $5.21M | 1.1% | +8.6% | 0.044% | |
11/1/2024 | Atria Investments Inc | 19,699 | $971K | 0.0% | -23.9% | 0.008% | |
11/1/2024 | Fairway Wealth LLC | 1,072,940 | $52.91M | 23.0% | +178.3% | 0.448% | |
11/1/2024 | Klingman & Associates LLC | 1,142,860 | $56.35M | 3.5% | -0.8% | 0.477% | |
11/1/2024 | Assetmark Inc. | 736,336 | $36.31M | 0.1% | +2.7% | 0.307% | |
11/1/2024 | Leavell Investment Management Inc. | 7,440 | $367K | 0.0% | +20.2% | 0.003% | |
11/1/2024 | Beckerman Institutional LLC | 9,761 | $481K | 0.4% | N/A | 0.004% | |
11/1/2024 | Physician Wealth Solutions Inc. | 18,280 | $892K | 0.4% | +12.0% | 0.008% | |
11/1/2024 | Capital Performance Advisors LLP | 43,616 | $2.15M | 0.7% | +14.0% | 0.018% | |
11/1/2024 | Stone Point Wealth LLC | 11,898 | $587K | 0.2% | -3.6% | 0.005% | |
11/1/2024 | Summit Global Investments | 22,493 | $1.11M | 0.1% | -2.9% | 0.009% | |
10/31/2024 | Washington Trust Bank | 23,263 | $1.15M | 0.1% | -4.0% | 0.010% | |
10/31/2024 | US Financial Advisors LLC | 5,374 | $265K | 0.1% | -7.6% | 0.002% | |
10/31/2024 | Graypoint LLC | 23,821 | $1.18M | 0.1% | +23.9% | 0.010% | |
10/31/2024 | JNBA Financial Advisors | 3,945 | $195K | 0.0% | -5.0% | 0.002% | |
10/30/2024 | Maia Wealth LLC | 5,756 | $281K | 0.1% | -7.7% | 0.002% | |
10/30/2024 | White Lighthouse Investment Management Inc. | 103,936 | $5.13M | 0.9% | +3.7% | 0.043% | |
10/30/2024 | Radnor Capital Management LLC | 9,000 | $444K | 0.1% | N/A | 0.004% | |
10/30/2024 | North Star Investment Management Corp. | 176,418 | $8.70M | 0.6% | -4.1% | 0.074% | |
10/30/2024 | W.H. Cornerstone Investments Inc. | 4,164 | $205K | 0.1% | N/A | 0.002% | |
10/30/2024 | Madden Advisory Services Inc. | 7,270 | $358K | 0.2% | +15.3% | 0.003% | |
10/30/2024 | Moloney Securities Asset Management LLC | 22,525 | $1.11M | 0.1% | +1.0% | 0.009% | |
10/30/2024 | FIDELIS iM LLC | 106,261 | $5.24M | 2.4% | -7.8% | 0.044% | |
10/30/2024 | Lutz Financial Services LLC | 104,827 | $5.17M | 0.4% | -2.1% | 0.044% | |
10/29/2024 | Nvwm LLC | 4,708 | $232K | 0.1% | +31.9% | 0.002% | |
10/29/2024 | Sofi Wealth LLC | 196,342 | $9.68M | 0.7% | +11.5% | 0.082% | |
10/29/2024 | Lodestone Wealth Management LLC | 48,899 | $2.41M | 1.2% | +35.9% | 0.020% | |
10/29/2024 | Janney Montgomery Scott LLC | 35,932 | $1.77M | 0.0% | -15.0% | 0.015% | |
10/29/2024 | Chicago Partners Investment Group LLC | 50,226 | $2.45M | 0.1% | +0.5% | 0.021% | |
10/29/2024 | Farther Finance Advisors LLC | 14,607 | $720K | 0.0% | +190.1% | 0.006% | |
10/28/2024 | Sensible Financial Planning & Management LLC. | 50,155 | $2.47M | 0.5% | -1.2% | 0.021% | |
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10/28/2024 | Focus Financial Network Inc. | 37,784 | $1.86M | 0.1% | -2.4% | 0.016% | |
10/28/2024 | Golden Road Advisors LLC | 40,305 | $1.99M | 1.6% | -5.7% | 0.017% | |
10/28/2024 | Baron Silver Stevens Financial Advisors LLC | 44,805 | $2.21M | 0.4% | +3.1% | 0.019% | |
10/28/2024 | Rosenberg Matthew Hamilton | 1,008 | $50K | 0.0% | -29.7% | 0.000% | |
10/28/2024 | US Bancorp DE | 88,079 | $4.34M | 0.0% | -30.1% | 0.037% | |
10/28/2024 | Petra Financial Advisors Inc. | 5,173 | $255K | 0.2% | +4.3% | 0.002% | |
10/28/2024 | Tilson Financial Group Inc. | 194,476 | $9.44M | 4.7% | N/A | 0.081% | |
10/25/2024 | Oak Harvest Investment Services | 15,981 | $788K | 0.1% | +32.2% | 0.007% | |
10/25/2024 | SteelPeak Wealth LLC | 21,478 | $1.06M | 0.0% | -4.8% | 0.009% | |
10/25/2024 | Diversify Wealth Management LLC | 89,702 | $4.38M | 0.4% | -7.1% | 0.037% | |
10/25/2024 | Fort Vancouver Investment Management LLC | 126,734 | $6.25M | 5.4% | +5.8% | 0.053% | |
10/25/2024 | Walter & Keenan Wealth Management LLC IN ADV | 4,234 | $209K | 0.1% | -32.1% | 0.002% | |
10/25/2024 | Lodestar Private Asset Management LLC | 42,738 | $2.11M | 0.3% | +0.7% | 0.018% | |
10/25/2024 | Valmark Advisers Inc. | 5,754,577 | $283.76M | 4.4% | +2.3% | 2.403% | |
10/25/2024 | Atmos Advisory LLC | 228,214 | $11.25M | 8.0% | +4.2% | 0.095% | |
10/25/2024 | PBMares Wealth Management LLC | 5,605 | $276K | 0.1% | -10.7% | 0.002% | |
10/25/2024 | Farmers & Merchants Investments Inc. | 331,695 | $16.36M | 0.5% | -2.0% | 0.139% | |
10/25/2024 | True Link Financial Advisors LLC | 766,111 | $37.78M | 3.2% | +1.7% | 0.320% | |
10/25/2024 | MONECO Advisors LLC | 6,322 | $312K | 0.0% | -3.6% | 0.003% | |
10/25/2024 | Gateway Wealth Partners LLC | 18,539 | $914K | 0.3% | N/A | 0.008% | |
10/24/2024 | Nisa Investment Advisors LLC | 34,900 | $1.72M | 0.0% | -70.1% | 0.015% | |
10/24/2024 | Arbor Investment Advisors LLC | 47,700 | $2.35M | 0.3% | +2.2% | 0.020% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 6,900 | $340K | 0.0% | +11.0% | 0.003% | |
10/24/2024 | Yeomans Consulting Group Inc. | 33,756 | $1.67M | 0.6% | -26.3% | 0.014% | |
10/24/2024 | Leuthold Group LLC | 23,292 | $1.15M | 0.1% | -1.2% | 0.010% | |
10/24/2024 | OMNI 360 Wealth Inc. | 38,306 | $1.89M | 1.2% | +0.8% | 0.016% | |
10/24/2024 | Fortune Financial Advisors LLC | 43,783 | $2.16M | 2.0% | +6.5% | 0.018% | |
10/24/2024 | Modera Wealth Management LLC | 36,400 | $1.80M | 0.0% | +1.3% | 0.015% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 107,456 | $5.30M | 0.0% | -7.5% | 0.045% | |
10/24/2024 | PFG Investments LLC | 5,271 | $260K | 0.0% | +20.9% | 0.002% | |
10/24/2024 | Arkadios Wealth Advisors | 5,766 | $284K | 0.0% | -28.5% | 0.002% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 89,900 | $4.44M | 0.0% | -16.3% | 0.038% | |
10/23/2024 | Allworth Financial LP | 41,798 | $2.06M | 0.0% | +5.0% | 0.017% | |
10/23/2024 | North Ridge Wealth Advisors Inc. | 136,974 | $6.75M | 4.6% | +3.6% | 0.057% | |
10/23/2024 | DORVAL Corp | 55,755 | $2.72M | 1.1% | -89.6% | 0.023% | |
10/23/2024 | Ballentine Partners LLC | 10,340 | $510K | 0.0% | -45.3% | 0.004% | |
10/23/2024 | Silver Oak Securities Incorporated | 14,297 | $706K | 0.1% | +1,328.3% | 0.006% | |
10/23/2024 | Mraz Amerine & Associates Inc. | 30,732 | $1.52M | 0.3% | -6.1% | 0.013% | |
10/23/2024 | Mount Yale Investment Advisors LLC | 7,778 | $384K | 0.0% | N/A | 0.003% | |
10/23/2024 | Eagle Ridge Investment Management | 237,501 | $11.71M | 1.0% | +8.5% | 0.099% | |
10/23/2024 | Bogart Wealth LLC | 1,148 | $57K | 0.0% | -29.0% | 0.000% | |
10/23/2024 | Rogco LP | 1,769 | $87K | 0.0% | -34.3% | 0.001% | |
10/23/2024 | Fiduciary Planning LLC | 535,153 | $26.39M | 9.0% | +3.1% | 0.223% | |
10/23/2024 | Greystone Financial Group LLC | 18,941 | $934K | 0.2% | N/A | 0.008% | |
10/23/2024 | JMG Financial Group Ltd. | 57,758 | $2.85M | 0.1% | +1.2% | 0.024% | |
10/23/2024 | Brighton Jones LLC | 5,868 | $289K | 0.0% | -12.2% | 0.002% | |
10/23/2024 | SimpliFi Inc. | 16,722 | $825K | 0.4% | -15.0% | 0.007% | |
10/22/2024 | International Assets Investment Management LLC | 1,952 | $96K | 0.0% | +820.8% | 0.001% | |
10/22/2024 | RAM Investment Partners LLC | 68,514 | $3.38M | 0.9% | -15.4% | 0.029% | |
10/22/2024 | Courier Capital LLC | 10,084 | $497K | 0.0% | -54.7% | 0.004% | |
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10/22/2024 | Eagle Bay Advisors LLC | 7,950 | $392K | 0.2% | -10.6% | 0.003% | |
10/22/2024 | Coston McIsaac & Partners | 14,263 | $703K | 0.2% | +3.4% | 0.006% | |
10/22/2024 | Elevated Capital Advisors LLC | 13,838 | $682K | 0.2% | N/A | 0.006% | |
10/22/2024 | Macroview Investment Management LLC | 557 | $27K | 0.0% | +18,466.7% | 0.000% | |
10/22/2024 | Liberty Capital Management Inc. | 41,395 | $2.04M | 0.5% | -2.7% | 0.017% | |
10/22/2024 | Maryland Capital Advisors Inc. | 54,784 | $2.70M | 1.3% | +9.3% | 0.023% | |
10/22/2024 | Private Advisor Group LLC | 111,315 | $5.49M | 0.0% | -3.1% | 0.046% | |
10/22/2024 | Sequoia Financial Advisors LLC | 4,164 | $205K | 0.0% | N/A | 0.002% | |
10/21/2024 | Foundations Investment Advisors LLC | 17,536 | $865K | 0.0% | -3.2% | 0.007% | |
10/21/2024 | Ledyard National Bank | 21,814 | $1.08M | 0.1% | -4.4% | 0.009% | |