11/18/2024 | Brown Financial Advisors | 35,037 | $2.26M | 0.9% | +5.9% | 0.039% | |
11/18/2024 | Orion Capital Management LLC | 10,007 | $646K | 0.3% | +2.1% | 0.011% | |
11/15/2024 | Executive Wealth Management LLC | 258,732 | $16.71M | 1.3% | N/A | 0.289% | |
11/15/2024 | MML Investors Services LLC | 941,220 | $60.80M | 0.2% | +270.3% | 1.052% | |
11/15/2024 | Passive Capital Management LLC. | 124,306 | $8.03M | 2.8% | +0.2% | 0.139% | |
11/15/2024 | Orion Portfolio Solutions LLC | 487,564 | $31.50M | 0.7% | -7.3% | 0.545% | |
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11/15/2024 | EP Wealth Advisors LLC | 55,410 | $3.58M | 0.0% | -3.0% | 0.062% | |
11/15/2024 | Jane Street Group LLC | 1,421,298 | $91.82M | 0.0% | +380.2% | 1.588% | |
11/15/2024 | Stifel Financial Corp | 62,054 | $4.01M | 0.0% | -76.0% | 0.069% | |
11/15/2024 | IHT Wealth Management LLC | 49,452 | $3.20M | 0.1% | +1.4% | 0.055% | |
11/15/2024 | HighTower Advisors LLC | 1,759,332 | $113.64M | 0.2% | +0.3% | 1.966% | |
11/15/2024 | Hill Investment Group Partners LLC | 167,849 | $10.26M | 1.4% | +4.6% | 0.188% | |
11/15/2024 | Hilltop Holdings Inc. | 33,367 | $2.16M | 0.1% | +330.2% | 0.037% | |
11/15/2024 | Atlas Wealth LLC | 10,192 | $658K | 0.3% | -8.4% | 0.011% | |
11/14/2024 | Flow Traders U.S. LLC | 41,625 | $2.69M | 0.1% | +12.3% | 0.047% | |
11/14/2024 | Captrust Financial Advisors | 3,463 | $224K | 0.0% | N/A | 0.004% | |
11/14/2024 | Rockefeller Capital Management L.P. | 59,940 | $3.87M | 0.0% | N/A | 0.067% | |
11/14/2024 | CreativeOne Wealth LLC | 133,716 | $8.64M | 0.3% | +40.2% | 0.149% | |
11/13/2024 | WorthPointe LLC | 58,335 | $3.77M | 1.6% | +3.8% | 0.065% | |
11/13/2024 | Carlson Capital Management | 60,676 | $3.92M | 0.2% | -10.0% | 0.068% | |
11/13/2024 | Transamerica Financial Advisors Inc. | 48,921 | $3.16M | 0.3% | N/A | 0.055% | |
11/13/2024 | FMR LLC | 2,016 | $130K | 0.0% | +223.6% | 0.002% | |
11/13/2024 | Bank of Montreal Can | 523,112 | $34.26M | 0.0% | +26,155,500.0% | 0.584% | |
11/13/2024 | Brown Brothers Harriman & Co. | 410 | $26K | 0.0% | -64.5% | 0.000% | |
11/12/2024 | Larson Financial Group LLC | 473,323 | $30.58M | 1.7% | -9.4% | 0.529% | |
11/12/2024 | Truepoint Inc. | 388,608 | $25.10M | 0.7% | -1.6% | 0.434% | |
11/12/2024 | Cerity Partners LLC | 2,134,443 | $137.89M | 0.3% | +31.1% | 2.385% | |
11/12/2024 | Great Valley Advisor Group Inc. | 621,378 | $40.14M | 1.0% | +18.6% | 0.694% | |
11/12/2024 | Certified Advisory Corp | 95,333 | $6.16M | 0.7% | +11.3% | 0.107% | |
11/12/2024 | Waddell & Associates LLC | 496,682 | $32.09M | 3.9% | +3.7% | 0.555% | |
11/12/2024 | Flagstar Advisors Inc. | 8,072 | $521K | 0.1% | +7.7% | 0.009% | |
11/12/2024 | Nwam LLC | 14,762 | $954K | 0.1% | N/A | 0.016% | |
11/12/2024 | Allen Capital Group LLC | 163,713 | $10.58M | 1.3% | +4.6% | 0.183% | |
11/8/2024 | King Luther Capital Management Corp | 3,636 | $235K | 0.0% | -6.6% | 0.004% | |
11/8/2024 | PNC Financial Services Group Inc. | 71,034 | $4.59M | 0.0% | +525.0% | 0.079% | |
11/8/2024 | Equita Financial Network Inc. | 37,195 | $2.40M | 0.9% | -15.5% | 0.042% | |
11/8/2024 | Fifth Third Wealth Advisors LLC | 14,408 | $931K | 0.1% | N/A | 0.016% | |
11/7/2024 | Caprock Group LLC | 11,175 | $722K | 0.0% | +47.4% | 0.012% | |
11/7/2024 | EnRich Financial Partners LLC | 69,278 | $4.48M | 1.5% | +2.6% | 0.077% | |
11/7/2024 | CAP Partners LLC | 34,319 | $2.22M | 1.7% | +5.3% | 0.038% | |
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11/7/2024 | Tidemark LLC | 77,372 | $5.00M | 2.1% | +53.5% | 0.086% | |
11/7/2024 | MB Generational Wealth LLC | 9,995 | $646K | 0.5% | +19.8% | 0.011% | |
11/7/2024 | Thrivent Financial for Lutherans | 13,677 | $884K | 0.0% | N/A | 0.015% | |
11/7/2024 | Ritter Daniher Financial Advisory LLC DE | 354,496 | $22.90M | 6.7% | +1.5% | 0.396% | |
11/7/2024 | Concord Asset Management LLC VA | 211,823 | $13.68M | 3.1% | +3.1% | 0.237% | |
11/6/2024 | Adero Partners LLC | 889,348 | $57.45M | 3.8% | +3.1% | 0.994% | |
11/6/2024 | Natixis Advisors LLC | 18,846 | $1.22M | 0.0% | +12.6% | 0.021% | |
11/6/2024 | OneDigital Investment Advisors LLC | 200,324 | $12.94M | 0.1% | +1.7% | 0.224% | |
11/6/2024 | Diversified Portfolios Inc. | 316,120 | $20.42M | 2.3% | +16.5% | 0.353% | |
11/6/2024 | Dopkins Wealth Management LLC | 47,720 | $3.08M | 2.5% | -36.1% | 0.053% | |
11/6/2024 | Peak Asset Management LLC | 53,952 | $3.49M | 0.7% | +2.0% | 0.060% | |
11/5/2024 | Haverford Trust Co | 2,248,631 | $145.26M | 1.4% | +0.6% | 2.512% | |
11/5/2024 | Aptus Capital Advisors LLC | 6,949 | $449K | 0.0% | N/A | 0.008% | |
11/5/2024 | Ashton Thomas Private Wealth LLC | 8,750 | $565K | 0.0% | +9.0% | 0.010% | |
11/5/2024 | Apollon Financial LLC | 23,560 | $1.52M | 0.4% | +1.2% | 0.026% | |
11/5/2024 | WealthPlan Investment Management LLC | 101,602 | $6.56M | 0.7% | +18.5% | 0.114% | |
11/5/2024 | WealthPLAN Partners LLC | 130,027 | $8.40M | 1.1% | -6.5% | 0.145% | |
11/5/2024 | Apollon Wealth Management LLC | 356,533 | $23.03M | 0.7% | +3.5% | 0.398% | |
11/5/2024 | Northwest Wealth Management LLC | 150,269 | $9.71M | 2.3% | +2.1% | 0.168% | |
11/4/2024 | Venturi Wealth Management LLC | 296,572 | $19.16M | 1.0% | +3.4% | 0.331% | |
11/4/2024 | Axxcess Wealth Management LLC | 31,181 | $2.01M | 0.0% | +56.4% | 0.035% | |
11/4/2024 | HTG Investment Advisors Inc. | 48,150 | $3.11M | 1.5% | +6.8% | 0.054% | |
11/2/2024 | Transcendent Capital Group LLC | 28,346 | $1.83M | 0.9% | -29.2% | 0.032% | |
11/1/2024 | Atria Investments Inc | 34,035 | $2.20M | 0.0% | +4.0% | 0.038% | |
11/1/2024 | Cypress Point Wealth Management LLC | 91,505 | $5.91M | 2.3% | +38.7% | 0.102% | |
11/1/2024 | Executive Wealth Management LLC | 258,732 | $16.71M | 2.1% | N/A | 0.289% | |
11/1/2024 | SpiderRock Advisors LLC | 25,143 | $1.62M | 0.0% | -14.0% | 0.028% | |
11/1/2024 | CWA Asset Management Group LLC | 5,979 | $386K | 0.0% | N/A | 0.007% | |
11/1/2024 | Physician Wealth Solutions Inc. | 50,460 | $3.17M | 1.5% | +12.2% | 0.056% | |
11/1/2024 | Capital Performance Advisors LLP | 13,506 | $872K | 0.3% | +11.5% | 0.015% | |
11/1/2024 | Stone Point Wealth LLC | 31,082 | $2.01M | 0.6% | N/A | 0.035% | |
11/1/2024 | Vista Capital Partners Inc. | 4,279 | $276K | 0.0% | -5.5% | 0.005% | |
10/31/2024 | Cozad Asset Management Inc. | 11,070 | $715K | 0.1% | +49.8% | 0.012% | |
10/31/2024 | Bridgewater Advisors Inc. | 102,624 | $6.50M | 0.7% | +0.2% | 0.115% | |
10/31/2024 | Trademark Financial Management LLC | 7,056 | $456K | 0.4% | -23.0% | 0.008% | |
10/31/2024 | JNBA Financial Advisors | 99,235 | $6.41M | 0.6% | -32.9% | 0.111% | |
10/30/2024 | Foster & Motley Inc. | 555,907 | $35.91M | 2.3% | +1.2% | 0.621% | |
10/30/2024 | Cornerstone Capital Inc. | 10,081 | $651K | 0.1% | +190.9% | 0.011% | |
10/30/2024 | Oak Root LLC | 1,168,841 | $75.51M | 9.5% | -1.6% | 1.306% | |
10/30/2024 | Highland Financial Advisors LLC | 94,442 | $6.10M | 2.2% | +1.2% | 0.106% | |
10/29/2024 | Forum Financial Management LP | 17,098 | $1.11M | 0.0% | +25.7% | 0.019% | |
10/29/2024 | Private Wealth Management Group LLC | 30,145 | $1.95M | 0.8% | -3.1% | 0.034% | |
10/29/2024 | IAG Wealth Partners LLC | 63,895 | $4.13M | 0.8% | +4.2% | 0.071% | |
10/29/2024 | First National Bank Sioux Falls | 3,500 | $226K | 0.1% | -39.1% | 0.004% | |
10/29/2024 | BSW Wealth Partners | 197,384 | $12.75M | 1.9% | +3.3% | 0.221% | |
10/29/2024 | Angeles Wealth Management LLC | 3,648 | $236K | 0.0% | +1,479.2% | 0.004% | |
10/29/2024 | REDW Wealth LLC | 57,442 | $3.71M | 1.0% | -8.9% | 0.064% | |
10/29/2024 | Pure Financial Advisors LLC | 1,496,240 | $96.66M | 2.3% | -1.0% | 1.672% | |
10/29/2024 | Visionary Horizons LLC | 140,451 | $9.07M | 6.1% | +3.4% | 0.157% | |
10/29/2024 | Chicago Partners Investment Group LLC | 78,219 | $4.97M | 0.2% | +1.6% | 0.087% | |
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10/29/2024 | Farther Finance Advisors LLC | 69,473 | $4.49M | 0.2% | +40.9% | 0.078% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 3,175 | $205K | 0.0% | N/A | 0.004% | |
10/28/2024 | Fonville Wealth Management LLC | 143,684 | $9.28M | 3.2% | +5.0% | 0.161% | |
10/28/2024 | Valued Wealth Advisors LLC | 140,831 | $9.10M | 5.9% | -4.3% | 0.157% | |
10/28/2024 | Summit Wealth Partners LLC | 40,909 | $2.64M | 0.5% | +22.9% | 0.046% | |
10/28/2024 | Pacific Life Fund Advisors LLC | 80,339 | $5.19M | 0.5% | -1.1% | 0.090% | |
10/25/2024 | Seaside Wealth Management Inc. | 20,426 | $1.32M | 0.5% | -3.7% | 0.023% | |
10/25/2024 | Diversify Wealth Management LLC | 4,529 | $288K | 0.0% | N/A | 0.005% | |
10/25/2024 | First Trust Direct Indexing L.P. | 5,129 | $331K | 0.0% | N/A | 0.006% | |
10/25/2024 | Fort Vancouver Investment Management LLC | 188,434 | $12.17M | 10.5% | -1.4% | 0.211% | |