11/18/2024 | Sunbelt Securities Inc. | 8,123 | $773K | 0.1% | -14.9% | 0.011% | |
11/18/2024 | Orion Capital Management LLC | 106,454 | $10.13M | 4.9% | +17.4% | 0.148% | |
11/15/2024 | Clarity Asset Management Inc. | 2,149 | $204K | 0.1% | +10.1% | 0.003% | |
11/15/2024 | MML Investors Services LLC | 303,343 | $28.86M | 0.1% | -4.2% | 0.421% | |
11/15/2024 | Passive Capital Management LLC. | 196,813 | $18.73M | 6.5% | -0.4% | 0.273% | |
11/15/2024 | Orion Portfolio Solutions LLC | 7,087 | $674K | 0.0% | +49.2% | 0.010% | |
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11/15/2024 | World Investment Advisors LLC | 256,985 | $24.45M | 0.1% | -6.7% | 0.356% | |
11/15/2024 | Stifel Financial Corp | 100,499 | $9.56M | 0.0% | +4.4% | 0.139% | |
11/15/2024 | SageView Advisory Group LLC | 28,933 | $2.75M | 0.1% | +0.5% | 0.040% | |
11/15/2024 | IHT Wealth Management LLC | 228,727 | $21.76M | 0.6% | +9.2% | 0.317% | |
11/15/2024 | HighTower Advisors LLC | 1,625,656 | $154.67M | 0.2% | -2.5% | 2.254% | |
11/15/2024 | True Wealth Design LLC | 20,931 | $1.99M | 0.8% | -68.1% | 0.029% | |
11/14/2024 | Flow Traders U.S. LLC | 18,267 | $1.74M | 0.1% | N/A | 0.025% | |
11/14/2024 | Captrust Financial Advisors | 15,853 | $1.51M | 0.0% | -2.0% | 0.022% | |
11/14/2024 | Rockefeller Capital Management L.P. | 214,008 | $20.36M | 0.1% | +333.9% | 0.297% | |
11/14/2024 | CreativeOne Wealth LLC | 28,760 | $2.74M | 0.1% | +582.0% | 0.040% | |
11/13/2024 | WorthPointe LLC | 250,644 | $23.85M | 10.0% | +4.0% | 0.348% | |
11/13/2024 | Avestar Capital LLC | 9,370 | $892K | 0.1% | +5.2% | 0.013% | |
11/13/2024 | Private Trust Co. NA | 11,215 | $1.07M | 0.1% | +12.8% | 0.016% | |
11/12/2024 | Truepoint Inc. | 8,467 | $806K | 0.0% | -10.3% | 0.012% | |
11/12/2024 | Great Valley Advisor Group Inc. | 157,159 | $14.95M | 0.4% | -5.2% | 0.218% | |
11/12/2024 | Certified Advisory Corp | 27,830 | $2.65M | 0.3% | -6.2% | 0.039% | |
11/12/2024 | Nwam LLC | 8,662 | $824K | 0.1% | N/A | 0.012% | |
11/12/2024 | L & S Advisors Inc | 44,982 | $4.28M | 0.4% | -1.6% | 0.062% | |
11/9/2024 | LPL Financial LLC | 1,342,266 | $127.72M | 0.1% | +7.8% | 1.861% | |
11/8/2024 | Citizens Financial Group Inc. RI | 8,009 | $762K | 0.0% | N/A | 0.011% | |
11/8/2024 | Yardley Wealth Management LLC | 5,123 | $487K | 0.3% | N/A | 0.007% | |
11/7/2024 | Tranquility Partners LLC | 4,704 | $448K | 0.2% | +10.2% | 0.007% | |
11/7/2024 | Pathstone Holdings LLC | 44,316 | $4.22M | 0.0% | -10.9% | 0.061% | |
11/7/2024 | CAP Partners LLC | 5,141 | $489K | 0.4% | -22.5% | 0.007% | |
11/7/2024 | Thrivent Financial for Lutherans | 21,667 | $2.06M | 0.0% | -28.6% | 0.030% | |
11/6/2024 | Adero Partners LLC | 1,442,769 | $137.28M | 9.1% | +3.7% | 2.001% | |
11/6/2024 | WESPAC Advisors SoCal LLC | 6,620 | $630K | 0.1% | -5.8% | 0.009% | |
11/6/2024 | Paragon Advisors LLC | 5,698 | $542K | 0.2% | -24.0% | 0.008% | |
11/6/2024 | Squire Investment Management Company LLC | 6,325 | $602K | 0.3% | N/A | 0.009% | |
11/6/2024 | OneDigital Investment Advisors LLC | 744,603 | $70.85M | 0.8% | +0.3% | 1.032% | |
11/6/2024 | Intelligence Driven Advisers LLC | 6,971 | $663K | 0.1% | -70.8% | 0.010% | |
11/5/2024 | Empower Advisory Group LLC | 2,128 | $202K | 0.0% | N/A | 0.003% | |
11/5/2024 | Savvy Advisors Inc. | 3,184 | $303K | 0.1% | N/A | 0.004% | |
11/5/2024 | Northwest Wealth Management LLC | 88,851 | $8.45M | 2.0% | +1.0% | 0.123% | |
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11/4/2024 | Axxcess Wealth Management LLC | 66,331 | $6.31M | 0.2% | +192.6% | 0.092% | |
11/4/2024 | HTG Investment Advisors Inc. | 165,834 | $15.78M | 7.4% | +5.6% | 0.230% | |
11/4/2024 | FMB Wealth Management | 113,733 | $10.82M | 6.1% | +2.8% | 0.158% | |
11/1/2024 | Proficio Capital Partners LLC | 6,200 | $590K | 0.1% | N/A | 0.009% | |
11/1/2024 | Atria Investments Inc | 2,275 | $216K | 0.0% | N/A | 0.003% | |
11/1/2024 | Acorn Financial Advisory Services Inc. ADV | 190,022 | $18.08M | 3.2% | -1.0% | 0.263% | |
11/1/2024 | Cypress Point Wealth Management LLC | 47,781 | $4.55M | 1.8% | +2.2% | 0.066% | |
11/1/2024 | Objective Capital Management LLC | 2,990 | $284K | 0.2% | N/A | 0.004% | |
11/1/2024 | Triune Financial Partners LLC | 33,957 | $3.23M | 1.0% | N/A | 0.047% | |
11/1/2024 | Physician Wealth Solutions Inc. | 29,520 | $2.84M | 1.4% | -1.8% | 0.041% | |
11/1/2024 | Capital Performance Advisors LLP | 20,523 | $1.95M | 0.6% | -1.3% | 0.028% | |
10/31/2024 | TFB Advisors LLC | 19,696 | $1.87M | 0.6% | +5.6% | 0.027% | |
10/31/2024 | Castle Wealth Management LLC | 43,143 | $4.11M | 1.6% | -2.4% | 0.060% | |
10/31/2024 | Cozad Asset Management Inc. | 14,430 | $1.37M | 0.1% | +11.8% | 0.020% | |
10/31/2024 | Vickerman Investment Advisors Inc. | 2,898 | $276K | 0.1% | -15.8% | 0.004% | |
10/31/2024 | Bridgewater Advisors Inc. | 315,914 | $30.40M | 3.2% | +13.8% | 0.438% | |
10/31/2024 | Trademark Financial Management LLC | 37,234 | $3.54M | 2.8% | -11.8% | 0.052% | |
10/30/2024 | Cornerstone Capital Inc. | 10,185 | $969K | 0.1% | -26.9% | 0.014% | |
10/30/2024 | Oak Root LLC | 3,036,602 | $288.93M | 36.5% | -0.2% | 4.210% | |
10/30/2024 | Highland Financial Advisors LLC | 264,926 | $25.21M | 9.0% | +2.6% | 0.367% | |
10/29/2024 | Forum Financial Management LP | 36,023 | $3.43M | 0.1% | +26.3% | 0.050% | |
10/29/2024 | BSW Wealth Partners | 331,443 | $31.54M | 4.7% | +6.6% | 0.460% | |
10/29/2024 | Angeles Wealth Management LLC | 11,790 | $1.12M | 0.1% | -21.3% | 0.016% | |
10/29/2024 | Prosperitas Financial LLC | 2,401 | $228K | 0.1% | N/A | 0.003% | |
10/29/2024 | REDW Wealth LLC | 241,271 | $22.96M | 5.9% | -10.0% | 0.335% | |
10/29/2024 | Visionary Horizons LLC | 49,247 | $4.69M | 3.1% | +8.3% | 0.068% | |
10/29/2024 | Chicago Partners Investment Group LLC | 193,627 | $18.52M | 0.6% | +5.0% | 0.268% | |
10/29/2024 | Farther Finance Advisors LLC | 79,154 | $7.53M | 0.3% | +8.3% | 0.110% | |
10/29/2024 | Oceanside Advisors LLC | 5,115 | $487K | 0.4% | -2.8% | 0.007% | |
10/28/2024 | Fonville Wealth Management LLC | 88,543 | $8.43M | 2.9% | +8.7% | 0.123% | |
10/28/2024 | Summit Wealth Partners LLC | 73,741 | $7.02M | 1.4% | +35.5% | 0.102% | |
10/25/2024 | Voisard Asset Management Group Inc. | 2,650 | $252K | 0.1% | N/A | 0.004% | |
10/25/2024 | Financial Advocates Investment Management | 3,650 | $332K | 0.0% | N/A | 0.005% | |
10/25/2024 | Trajan Wealth LLC | 162,803 | $15.49M | 0.9% | -0.6% | 0.226% | |
10/25/2024 | Ramsay Stattman Vela & Price Inc. | 2,466 | $235K | 0.0% | N/A | 0.003% | |
10/25/2024 | Strategic Blueprint LLC | 409,451 | $38.96M | 2.4% | -0.2% | 0.568% | |
10/25/2024 | SC&H Financial Advisors Inc. | 587,129 | $55.87M | 12.2% | +6.6% | 0.814% | |
10/25/2024 | Fortitude Family Office LLC | 1,000 | $95K | 0.0% | N/A | 0.001% | |
10/25/2024 | Quarry Hill Advisors LLC | 49,631 | $4.72M | 3.2% | -0.8% | 0.069% | |
10/25/2024 | Geometric Wealth Advisors | 51,279 | $4.88M | 0.9% | +3.5% | 0.071% | |
10/25/2024 | Gateway Wealth Partners LLC | 136,376 | $12.98M | 3.6% | +1.7% | 0.189% | |
10/24/2024 | Greenspring Advisors LLC | 98,742 | $9.40M | 2.1% | -4.2% | 0.137% | |
10/24/2024 | Motiv8 Investments LLC | 2,162 | $206K | 0.1% | -6.1% | 0.003% | |
10/24/2024 | Modera Wealth Management LLC | 807,616 | $76.85M | 1.0% | +3.4% | 1.120% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 632,482 | $60.18M | 0.1% | -11.6% | 0.877% | |
10/23/2024 | Allworth Financial LP | 219,923 | $20.93M | 0.1% | -82.6% | 0.305% | |
10/23/2024 | North Ridge Wealth Advisors Inc. | 34,967 | $3.33M | 2.3% | -1.7% | 0.048% | |
10/23/2024 | Silver Oak Securities Incorporated | 24,393 | $2.31M | 0.2% | +8,519.4% | 0.034% | |
10/23/2024 | Global Trust Asset Management LLC | 480 | $46K | 0.0% | +71.4% | 0.001% | |
10/23/2024 | Index Fund Advisors Inc. | 2,871 | $273K | 0.0% | +26.1% | 0.004% | |
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10/23/2024 | Signature Resources Capital Management LLC | 220,533 | $20.98M | 19.2% | -7.7% | 0.306% | |
10/23/2024 | Tanager Wealth Management LLP | 235,977 | $22.45M | 3.0% | +10.4% | 0.327% | |
10/22/2024 | SOL Capital Management CO | 51,966 | $4.95M | 0.5% | -2.4% | 0.072% | |
10/22/2024 | Ruedi Wealth Management Inc. | 16,511 | $1.57M | 0.5% | -29.4% | 0.023% | |
10/22/2024 | Private Advisor Group LLC | 41,219 | $3.92M | 0.0% | -31.4% | 0.057% | |
10/22/2024 | Leo Wealth LLC | 419,713 | $39.94M | 3.6% | +3.5% | 0.582% | |
10/22/2024 | My Personal CFO LLC | 128,159 | $12.19M | 6.7% | +17.2% | 0.178% | |
10/21/2024 | Mattern Wealth Management LLC | 172,446 | $16.41M | 3.6% | +11.5% | 0.239% | |
10/21/2024 | Vicus Capital | 26,616 | $2.53M | 0.2% | +18.0% | 0.037% | |
10/21/2024 | Traphagen Investment Advisors LLC | 1,156,998 | $110.09M | 11.1% | +1.2% | 1.604% | |