11/2/2024 | 17 Capital Partners LLC | 7,710 | $566K | 0.4% | +11.0% | 0.007% | |
11/2/2024 | XML Financial LLC | 5,750 | $422K | 0.0% | +76.9% | 0.005% | |
11/1/2024 | GSG Advisors LLC | 12,293 | $899K | 0.3% | -2.4% | 0.011% | |
11/1/2024 | Atria Investments Inc | 120,715 | $8.86M | 0.1% | +4.9% | 0.109% | |
11/1/2024 | Objective Capital Management LLC | 6,298 | $462K | 0.3% | N/A | 0.006% | |
11/1/2024 | Cowa LLC | 22,531 | $1.65M | 0.8% | +20.4% | 0.020% | |
|
11/1/2024 | Assetmark Inc. | 254,332 | $18.67M | 0.1% | -2.2% | 0.229% | |
11/1/2024 | Beta Wealth Group Inc. | 37,479 | $2.75M | 1.2% | -6.1% | 0.034% | |
11/1/2024 | Holistic Planning LLC | 3,004 | $221K | 0.1% | -31.3% | 0.003% | |
11/1/2024 | Equitable Trust Co. | 158,344 | $11.63M | 0.7% | -2.3% | 0.143% | |
11/1/2024 | Leavell Investment Management Inc. | 3,049 | $224K | 0.0% | -5.1% | 0.003% | |
10/31/2024 | LS Investment Advisors LLC | 229,936 | $16.88M | 2.5% | +2.8% | 0.207% | |
10/31/2024 | TFB Advisors LLC | 8,207 | $603K | 0.2% | +2.5% | 0.007% | |
10/31/2024 | Hara Capital LLC | 1,000 | $73K | 0.0% | N/A | 0.001% | |
10/31/2024 | Keudell Morrison Wealth Management | 7,072 | $519K | 0.1% | +4.1% | 0.006% | |
10/31/2024 | Montecito Bank & Trust | 37,963 | $2.79M | 0.5% | +2.4% | 0.034% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 61,269 | $4.50M | 0.9% | +5.3% | 0.055% | |
10/31/2024 | LGT Financial Advisors LLC | 1,151 | $85K | 0.2% | +156.9% | 0.001% | |
10/31/2024 | Concurrent Investment Advisors LLC | 5,359 | $393K | 0.0% | +19.5% | 0.005% | |
10/30/2024 | RTD Financial Advisors Inc. | 161,292 | $11.84M | 1.5% | -0.9% | 0.145% | |
10/30/2024 | Beacon Financial Advisory LLC | 3,603 | $265K | 0.1% | N/A | 0.003% | |
10/30/2024 | First Citizens Asset Management Inc. | 13,958 | $1.03M | 0.4% | -5.7% | 0.013% | |
10/30/2024 | Cary Street Partners Asset Management LLC | 29,556 | $2.17M | 0.3% | +12.4% | 0.027% | |
10/29/2024 | Confluence Wealth Services Inc. | 925,629 | $67.96M | 5.0% | +10.8% | 0.833% | |
10/29/2024 | Arlington Trust Co LLC | 342,711 | $25.16M | 5.5% | -1.8% | 0.308% | |
10/29/2024 | Creative Capital Management Investments LLC | 2,252 | $165K | 0.1% | N/A | 0.002% | |
10/29/2024 | Farther Finance Advisors LLC | 4,660 | $342K | 0.0% | -23.3% | 0.004% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 2,786 | $205K | 0.0% | N/A | 0.003% | |
10/28/2024 | Human Investing LLC | 155,971 | $11.45M | 2.1% | -0.1% | 0.140% | |
10/28/2024 | Interchange Capital Partners LLC | 32,188 | $2.36M | 0.8% | -0.9% | 0.029% | |
10/28/2024 | Lebenthal Global Advisors LLC | 57,392 | $4.21M | 0.9% | -22.7% | 0.052% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 4,240 | $311K | 0.0% | +16.5% | 0.004% | |
10/28/2024 | Principal Securities Inc. | 86,344 | $6.34M | 0.2% | +11.1% | 0.078% | |
10/28/2024 | Stephens Inc. AR | 128,254 | $9.42M | 0.1% | -3.0% | 0.115% | |
10/28/2024 | Rosenberg Matthew Hamilton | 18,534 | $1.36M | 0.4% | -0.8% | 0.017% | |
10/28/2024 | US Bancorp DE | 9,095 | $668K | 0.0% | +29.8% | 0.008% | |
10/25/2024 | Cornerstone Wealth Group LLC | 2,750 | $202K | 0.0% | N/A | 0.002% | |
10/25/2024 | JFS Wealth Advisors LLC | 47,110 | $3.46M | 0.2% | +6.0% | 0.042% | |
10/25/2024 | Pinnacle Associates Ltd. | 19,407 | $1.43M | 0.0% | +40.8% | 0.017% | |
10/25/2024 | Walter & Keenan Wealth Management LLC IN ADV | 27,403 | $2.01M | 0.6% | -38.1% | 0.025% | |
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10/25/2024 | Childress Capital Advisors LLC | 20,400 | $1.50M | 0.4% | -63.9% | 0.018% | |
10/25/2024 | Eagle Strategies LLC | 64,686 | $4.75M | 0.9% | +5.3% | 0.058% | |
10/25/2024 | Valmark Advisers Inc. | 35,167 | $2.58M | 0.0% | +15.7% | 0.032% | |
10/25/2024 | Integrated Advisors Network LLC | 150,932 | $11.08M | 0.5% | -0.7% | 0.136% | |
10/25/2024 | MBA Advisors LLC | 12,530 | $920K | 0.4% | -8.8% | 0.011% | |
10/25/2024 | Barry Investment Advisors LLC | 383,300 | $28.14M | 8.6% | +2.2% | 0.345% | |
10/24/2024 | Strategic Wealth Investment Group LLC | 144,472 | $10.56M | 1.1% | -2.1% | 0.130% | |
10/24/2024 | Investment Partners Asset Management Inc. | 2,803 | $206K | 0.2% | N/A | 0.003% | |
10/24/2024 | Family Investment Center Inc. | 135,542 | $9.95M | 2.5% | -0.8% | 0.122% | |
10/24/2024 | Salomon & Ludwin LLC | 547 | $40K | 0.0% | -35.4% | 0.000% | |
10/24/2024 | Richardson Financial Services Inc. | 3,556 | $252K | 0.2% | +100.0% | 0.003% | |
10/24/2024 | J.W. Cole Advisors Inc. | 19,693 | $1.45M | 0.1% | -13.9% | 0.018% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 10,533 | $773K | 0.0% | +47.2% | 0.009% | |
10/24/2024 | Arkadios Wealth Advisors | 7,422 | $545K | 0.0% | +6.2% | 0.007% | |
10/24/2024 | Sageworth Trust Co | 688,222 | $50.53M | 3.0% | +0.8% | 0.620% | |
10/24/2024 | Sageworth Trust Co of South Dakota | 52,904 | $3.88M | 5.0% | +5.8% | 0.048% | |
10/23/2024 | Allworth Financial LP | 11,872 | $872K | 0.0% | +5.8% | 0.011% | |
10/23/2024 | Mayfair Advisory Group LLC | 43,401 | $3.18M | 2.0% | +11.6% | 0.039% | |
10/23/2024 | Country Club Bank | 48,372 | $3.57M | 0.2% | -4.5% | 0.044% | |
10/23/2024 | Element Wealth LLC | 27,179 | $2.00M | 1.1% | +18.1% | 0.024% | |
10/23/2024 | Bogart Wealth LLC | 2,020 | $148K | 0.0% | -16.5% | 0.002% | |
10/23/2024 | Signature Resources Capital Management LLC | 992 | $73K | 0.1% | -14.8% | 0.001% | |
10/22/2024 | International Assets Investment Management LLC | 370,404 | $27.20M | 0.0% | +7,680.0% | 0.333% | |
10/22/2024 | Courier Capital LLC | 78,132 | $5.74M | 0.4% | +19.0% | 0.070% | |
10/22/2024 | Rebalance LLC | 153,159 | $11.25M | 0.8% | -0.2% | 0.138% | |
10/22/2024 | Private Advisor Group LLC | 33,443 | $2.46M | 0.0% | +2.7% | 0.030% | |
10/22/2024 | Tempus Wealth Planning LLC | 3,534 | $259K | 0.1% | N/A | 0.003% | |
10/22/2024 | FSC Wealth Advisors LLC | 4,758 | $349K | 0.3% | -50.2% | 0.004% | |
10/22/2024 | Eastern Bank | 395 | $29K | 0.0% | N/A | 0.000% | |
10/22/2024 | My Legacy Advisors LLC | 5,794 | $425K | 0.2% | -62.2% | 0.005% | |
10/21/2024 | Fortis Group Advisors LLC | 4,074 | $299K | 0.1% | +204.0% | 0.004% | |
10/21/2024 | Sweeney & Michel LLC | 85,328 | $6.21M | 2.5% | +4.0% | 0.077% | |
10/21/2024 | Tull Financial Group Inc. | 150,008 | $11.01M | 6.7% | N/A | 0.135% | |
10/21/2024 | Roof Eidam Maycock Peralta LLC | 68,405 | $5.02M | 1.3% | +0.5% | 0.062% | |
10/21/2024 | Venture Visionary Partners LLC | 63,376 | $4.65M | 0.2% | +5.8% | 0.057% | |
10/21/2024 | Stewardship Advisors LLC | 11,926 | $876K | 0.2% | -20.3% | 0.011% | |
10/18/2024 | Clarity Wealth Advisors LLC | 79,263 | $5.82M | 1.7% | +14.6% | 0.071% | |
10/18/2024 | Raymond James & Associates | 169,018 | $12.41M | 0.0% | +47.1% | 0.152% | |
10/18/2024 | First Citizens Bank & Trust Co. | 36,626 | $2.69M | 0.0% | +4.8% | 0.033% | |
10/18/2024 | Blue Trust Inc. | 642 | $44K | 0.0% | N/A | 0.001% | |
10/18/2024 | Capital Investment Advisors LLC | 226,758 | $16.65M | 0.3% | -4.9% | 0.204% | |
10/18/2024 | Precedent Wealth Partners LLC | 37,395 | $2.75M | 0.9% | +33.1% | 0.034% | |
10/17/2024 | Orgel Wealth Management LLC | 2,513,878 | $184.57M | 4.6% | +2.5% | 2.263% | |
10/17/2024 | Richard W. Paul & Associates LLC | 7,417 | $545K | 0.2% | -6.1% | 0.007% | |
10/17/2024 | OmniStar Financial Group Inc. | 8,021 | $591K | 0.4% | +52.0% | 0.007% | |
10/16/2024 | Transform Wealth LLC | 27,906 | $2.05M | 0.1% | -6.3% | 0.025% | |
10/16/2024 | McKinley Carter Wealth Services Inc. | 76,644 | $5.63M | 0.3% | -1.5% | 0.069% | |
10/15/2024 | Capital Advisors Wealth Management LLC | 122,201 | $8.97M | 1.7% | -1.3% | 0.110% | |
10/15/2024 | Paragon Financial Partners Inc. | 5,999 | $440K | 0.3% | -8.0% | 0.005% | |
10/15/2024 | Oxinas Partners Wealth Management LLC | 14,106 | $1.04M | 0.6% | +27.1% | 0.013% | |
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10/15/2024 | Investment Advisory Group LLC | 56,059 | $4.12M | 1.4% | -3.3% | 0.050% | |
10/15/2024 | Cedar Mountain Advisors LLC | 108,061 | $7.93M | 1.8% | +0.8% | 0.097% | |
10/15/2024 | Zhang Financial LLC | 39,249 | $2.88M | 0.2% | +15.8% | 0.035% | |
10/15/2024 | NBC Securities Inc. | 3,824 | $280K | 0.0% | -5.1% | 0.003% | |
10/11/2024 | Creative Planning | 674,561 | $49.53M | 0.0% | +2.2% | 0.607% | |
10/11/2024 | Sapient Capital LLC | 28,066 | $2.06M | 0.0% | +174.8% | 0.025% | |
10/11/2024 | Procyon Advisors LLC | 230,013 | $16.89M | 1.2% | -2.9% | 0.207% | |
10/11/2024 | High Net Worth Advisory Group LLC | 45,116 | $3.31M | 0.9% | +10.5% | 0.041% | |
10/10/2024 | CVA Family Office LLC | 10,918 | $802K | 0.1% | -3.1% | 0.010% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 6,482 | $476K | 0.0% | -25.2% | 0.006% | |