11/1/2024 | Atria Investments Inc | 5,314 | $234K | 0.0% | +13.1% | 0.008% | |
11/1/2024 | Assetmark Inc. | 375,417 | $16.52M | 0.0% | -3.5% | 0.558% | |
11/1/2024 | Able Wealth Management LLC | 12,376 | $545K | 0.4% | -4.7% | 0.018% | |
10/31/2024 | Advisor Resource Council | 25,635 | $1.13M | 0.5% | +92.8% | 0.038% | |
10/31/2024 | JNBA Financial Advisors | 23,383 | $1.03M | 0.1% | -23.5% | 0.035% | |
10/30/2024 | Financial Partners Group Inc | 116,394 | $5.12M | 0.8% | +9.9% | 0.173% | |
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10/30/2024 | Clarity Capital Partners LLC | 11,053 | $486K | 0.3% | -16.4% | 0.016% | |
10/29/2024 | REDW Wealth LLC | 7,892 | $347K | 0.1% | +41.0% | 0.012% | |
10/28/2024 | Summit Wealth Partners LLC | 21,057 | $927K | 0.2% | +9.6% | 0.031% | |
10/28/2024 | Austin Wealth Management LLC | 7,301 | $323K | 0.1% | +6.5% | 0.011% | |
10/25/2024 | Cornerstone Wealth Group LLC | 189,150 | $8.32M | 0.7% | -0.4% | 0.281% | |
10/25/2024 | Your Advocates Ltd. LLP | 5,605 | $247K | 0.1% | -6.4% | 0.008% | |
10/25/2024 | Eagle Strategies LLC | 260,256 | $11.45M | 2.1% | +3.1% | 0.387% | |
10/25/2024 | Valmark Advisers Inc. | 128,775 | $5.67M | 0.1% | +58.5% | 0.191% | |
10/25/2024 | Gateway Wealth Partners LLC | 7,872 | $346K | 0.1% | -7.5% | 0.012% | |
10/24/2024 | Old Port Advisors | 55,495 | $2.44M | 0.7% | -25.9% | 0.082% | |
10/24/2024 | Custom Index Systems LLC | 58,895 | $2.59M | 1.4% | +0.5% | 0.088% | |
10/24/2024 | J.W. Cole Advisors Inc. | 39,461 | $1.74M | 0.1% | +6.5% | 0.059% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 343,599 | $15.12M | 0.0% | +7.3% | 0.511% | |
10/23/2024 | Strategic Investment Solutions Inc. IL | 2,900 | $128K | 0.0% | -7.9% | 0.004% | |
10/23/2024 | Element Wealth LLC | 17,986 | $792K | 0.4% | +4.6% | 0.027% | |
10/23/2024 | Williams Financial LLC | 100,326 | $4.42M | 2.8% | +4.4% | 0.149% | |
10/23/2024 | Romano Brothers AND Company | 14,650 | $645K | 0.1% | -2.0% | 0.022% | |
10/22/2024 | McAdam LLC | 5,865 | $258K | 0.0% | +20.0% | 0.009% | |
10/22/2024 | Greenleaf Trust | 54,295 | $2.39M | 0.0% | +1.1% | 0.081% | |
10/22/2024 | Private Advisor Group LLC | 14,276 | $628K | 0.0% | -30.7% | 0.021% | |
10/22/2024 | FSC Wealth Advisors LLC | 8,216 | $362K | 0.3% | +4.8% | 0.012% | |
10/22/2024 | My Legacy Advisors LLC | 5,046 | $222K | 0.1% | -61.7% | 0.007% | |
10/21/2024 | Calton & Associates Inc. | 7,019 | $309K | 0.1% | N/A | 0.010% | |
10/19/2024 | Narus Financial Partners LLC | 5,942 | $262K | 0.1% | -13.2% | 0.009% | |
10/18/2024 | Raymond James & Associates | 355,250 | $15.64M | 0.0% | +0.9% | 0.528% | |
10/18/2024 | Precedent Wealth Partners LLC | 13,140 | $578K | 0.2% | -5.4% | 0.020% | |
10/17/2024 | Aspiriant LLC | 466,304 | $20.52M | 0.8% | -4.8% | 0.693% | |
10/16/2024 | Transform Wealth LLC | 41,635 | $1.83M | 0.1% | N/A | 0.062% | |
10/16/2024 | McKinley Carter Wealth Services Inc. | 8,181 | $360K | 0.0% | -2.9% | 0.012% | |
10/16/2024 | ERn Financial LLC | 20,339 | $895K | 0.1% | +35.1% | 0.030% | |
10/15/2024 | Clayton Financial Group LLC | 129,367 | $5.69M | 2.1% | +25.2% | 0.192% | |
10/15/2024 | NBC Securities Inc. | 11,695 | $514K | 0.0% | +22.5% | 0.017% | |
10/11/2024 | Creative Planning | 2,206,230 | $97.10M | 0.1% | -3.3% | 3.278% | |
10/11/2024 | CX Institutional | 28,813 | $1.27M | 0.1% | +3.0% | 0.043% | |
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10/10/2024 | Koshinski Asset Management Inc. | 40,209 | $1.77M | 0.2% | +5.4% | 0.060% | |
10/10/2024 | Next Level Private LLC | 18,825 | $828K | 0.3% | +5.2% | 0.028% | |
10/8/2024 | CWM LLC | 662,833 | $29.17M | 0.1% | -2.4% | 0.985% | |
10/8/2024 | Rockingstone Advisors LLC | 10,450 | $460K | 0.2% | +2.5% | 0.016% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 41,855 | $1.84M | 0.1% | -49.9% | 0.062% | |
10/8/2024 | Evanson Asset Management LLC | 33,119 | $1.46M | 0.1% | -6.0% | 0.049% | |
10/7/2024 | Miracle Mile Advisors LLC | 286,653 | $12.62M | 0.3% | -12.9% | 0.426% | |
10/5/2024 | ZRC Wealth Management LLC | 9,813 | $432K | 0.2% | -6.6% | 0.015% | |
10/5/2024 | Mirador Capital Partners LP | 37,123 | $1.63M | 0.3% | +2.1% | 0.055% | |
10/3/2024 | Park Avenue Securities LLC | 11,281 | $496K | 0.0% | -22.8% | 0.017% | |
10/3/2024 | Canandaigua National Bank & Trust Co. | 193,230 | $8.50M | 0.8% | +4.4% | 0.287% | |
10/1/2024 | Bridge Advisory LLC | 69,652 | $3.07M | 1.5% | -1.5% | 0.103% | |
9/11/2024 | Summit Wealth Partners LLC | 19,217 | $832K | 0.2% | +35.4% | 0.029% | |
9/11/2024 | Newbridge Financial Services Group Inc. | 42,180 | $1.83M | 0.7% | +62.8% | 0.063% | |
9/5/2024 | Sanctuary Advisors LLC | 79,226 | $3.32M | 0.0% | N/A | 0.118% | |
8/30/2024 | Strategic Investment Solutions Inc. IL | 3,150 | $137K | 0.0% | N/A | 0.005% | |
8/28/2024 | Kestra Investment Management LLC | 986,035 | $42.71M | 2.9% | N/A | 1.454% | |
8/22/2024 | Cetera Investment Advisers | 347,115 | $15.03M | 0.0% | -3.9% | 0.512% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 8,877 | $384K | 0.0% | -42.8% | 0.013% | |
8/16/2024 | Regal Investment Advisors LLC | 37,996 | $1.65M | 0.1% | -1.0% | 0.056% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 444,723 | $19.26M | 0.0% | +13.6% | 0.656% | |
8/16/2024 | Creative Planning | 2,281,466 | $98.81M | 0.1% | +2.0% | 3.365% | |
8/16/2024 | Susquehanna International Group LLP | 248,442 | $10.76M | 0.0% | +2,266.1% | 0.366% | |
8/14/2024 | Cheviot Value Management LLC | 119,467 | $5.17M | 1.0% | -4.9% | 0.176% | |
8/14/2024 | Bank of Montreal Can | 34,392 | $1.53M | 0.0% | +3.3% | 0.051% | |
8/14/2024 | First City Capital Management Inc. | 32,687 | $1.42M | 0.8% | +10.3% | 0.048% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 372,302 | $16.12M | 0.0% | +8.3% | 0.549% | |
8/10/2024 | Axxcess Wealth Management LLC | 16,733 | $725K | 0.0% | -4.8% | 0.025% | |
8/9/2024 | Renaissance Technologies LLC | 9,100 | $394K | 0.0% | -41.7% | 0.013% | |
8/9/2024 | Total Clarity Wealth Management Inc. | 14,353 | $622K | 0.2% | +27.0% | 0.021% | |
8/9/2024 | Rathbones Group PLC | 12,095 | $524K | 0.0% | +37.1% | 0.018% | |
8/8/2024 | Williams Financial LLC | 96,106 | $4.16M | 1.0% | +2.7% | 0.142% | |
8/8/2024 | J.W. Cole Advisors Inc. | 37,054 | $1.61M | 0.1% | +8.8% | 0.055% | |
8/8/2024 | Envestnet Asset Management Inc. | 1,289,169 | $55.83M | 0.0% | +2.7% | 1.901% | |
8/8/2024 | TMD Wealth Management LLC | 251,954 | $10.91M | 2.4% | +4.3% | 0.372% | |
8/8/2024 | PFG Advisors | 33,188 | $1.44M | 0.1% | +6.6% | 0.049% | |
8/8/2024 | Eagle Strategies LLC | 252,395 | $10.93M | 2.1% | +2,950.5% | 0.372% | |
8/8/2024 | Linscomb Wealth Inc. | 293,172 | $12.70M | 0.7% | -0.1% | 0.432% | |
8/8/2024 | LPL Financial LLC | 2,156,546 | $93.40M | 0.0% | +3.5% | 3.181% | |
8/6/2024 | Clearwater Capital Advisors LLC | 9,899 | $429K | 0.0% | -3.9% | 0.015% | |
8/6/2024 | Custom Index Systems LLC | 58,604 | $2.54M | 1.5% | -1.5% | 0.086% | |
8/5/2024 | Private Advisor Group LLC | 20,596 | $892K | 0.0% | +6.8% | 0.030% | |
8/2/2024 | FFG Retirement Advisors LLC | 36,383 | $1.58M | 1.1% | -2.6% | 0.054% | |
8/2/2024 | Birchcreek Wealth Management LLC | 15,307 | $663K | 0.4% | -17.3% | 0.023% | |
8/2/2024 | Arbor Trust Wealth Advisors LLC | 47,499 | $2.06M | 1.1% | +6.5% | 0.070% | |
8/2/2024 | Larson Financial Group LLC | 12,143 | $526K | 0.0% | -13.0% | 0.018% | |
8/2/2024 | Next Level Private LLC | 17,899 | $775K | 0.4% | +1.9% | 0.026% | |
8/2/2024 | Endowment Wealth Management Inc. | 27,095 | $1.17M | 0.9% | +8.9% | 0.040% | |
8/1/2024 | Family Asset Management LLC | 2,121 | $92K | 0.1% | N/A | 0.003% | |
8/1/2024 | Clayton Financial Group LLC | 103,326 | $4.32M | 1.9% | +6.0% | 0.152% | |
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8/1/2024 | D.A. Davidson & CO. | 131,131 | $5.68M | 0.1% | -0.4% | 0.193% | |
8/1/2024 | Drive Wealth Management LLC | 27,863 | $1.21M | 0.3% | +5.4% | 0.041% | |
8/1/2024 | Valmark Advisers Inc. | 81,265 | $3.52M | 0.1% | -0.6% | 0.120% | |
7/31/2024 | Cascade Financial Partners LLC | 153,022 | $6.63M | 0.9% | +0.6% | 0.226% | |
7/31/2024 | Aptus Capital Advisors LLC | 1,771 | $77K | 0.0% | +1,113.0% | 0.003% | |
7/31/2024 | Commonwealth Equity Services LLC | 544,937 | $23.60M | 0.0% | +0.3% | 0.804% | |
7/31/2024 | IFG Advisory LLC | 6,538 | $283K | 0.0% | N/A | 0.010% | |
7/31/2024 | Viewpoint Capital Management LLC | 580 | $25K | 0.0% | -72.1% | 0.001% | |
7/31/2024 | Klingman & Associates LLC | 8,873 | $384K | 0.0% | -14.3% | 0.013% | |
7/31/2024 | Rothschild Investment LLC | 5,838 | $253K | 0.0% | N/A | 0.009% | |