12/2/2024 | Beaird Harris Wealth Management LLC | 281,790 | $7.72M | 0.7% | -3.5% | 0.181% | |
11/26/2024 | Peapack Gladstone Financial Corp | 68,340 | $1.87M | 0.0% | +1.3% | 0.044% | |
11/21/2024 | Wealthquest Corp | 278,128 | $7.67M | 0.7% | +21.3% | 0.179% | |
11/19/2024 | Invst LLC | 12,248 | $336K | 0.0% | N/A | 0.008% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 118,024 | $3.24M | 1.1% | +0.6% | 0.076% | |
11/15/2024 | MML Investors Services LLC | 469,330 | $12.86M | 0.0% | -3.8% | 0.302% | |
|
11/15/2024 | Passive Capital Management LLC. | 8,821 | $242K | 0.1% | +6.6% | 0.006% | |
11/15/2024 | Orion Portfolio Solutions LLC | 37,058 | $1.02M | 0.0% | +5.3% | 0.024% | |
11/15/2024 | EP Wealth Advisors LLC | 1,046,370 | $28.68M | 0.2% | -13.8% | 0.674% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 275,261 | $7.54M | 0.0% | N/A | 0.177% | |
11/15/2024 | Stifel Financial Corp | 143,714 | $3.94M | 0.0% | -77.8% | 0.093% | |
11/15/2024 | Integrated Wealth Concepts LLC | 438,613 | $12.02M | 0.1% | +1.2% | 0.282% | |
11/15/2024 | Investmark Advisory Group LLC | 61,414 | $1.68M | 0.8% | +19.0% | 0.040% | |
11/15/2024 | HighTower Advisors LLC | 626,845 | $17.17M | 0.0% | +13.3% | 0.404% | |
11/14/2024 | Flow Traders U.S. LLC | 101,647 | $2.79M | 0.1% | -45.2% | 0.065% | |
11/14/2024 | Captrust Financial Advisors | 293,567 | $8.05M | 0.0% | +1.4% | 0.189% | |
11/14/2024 | CreativeOne Wealth LLC | 105,026 | $2.88M | 0.1% | +47.5% | 0.068% | |
11/13/2024 | Freedom Investment Management Inc. | 683,109 | $18.72M | 1.5% | +3.5% | 0.440% | |
11/13/2024 | D.A. Davidson & CO. | 21,193 | $581K | 0.0% | +90.7% | 0.014% | |
11/13/2024 | FMR LLC | 9,759,474 | $267.51M | 0.0% | +32.1% | 6.284% | |
11/13/2024 | Bank of Montreal Can | 678,875 | $18.83M | 0.0% | -1.6% | 0.437% | |
11/13/2024 | Private Trust Co. NA | 22,963 | $629K | 0.1% | +16.0% | 0.015% | |
11/12/2024 | Wealth Dimensions Group Ltd. | 381,228 | $10.45M | 2.6% | +19.5% | 0.245% | |
11/12/2024 | Larson Financial Group LLC | 247,225 | $6.78M | 0.4% | -8.1% | 0.159% | |
11/12/2024 | Wescott Financial Advisory Group LLC | 455,532 | $12.49M | 1.3% | +1.9% | 0.293% | |
11/12/2024 | Okabena Investment Services Inc. | 52,101 | $1.43M | 0.4% | -1.7% | 0.034% | |
11/12/2024 | Cerity Partners LLC | 569,015 | $15.60M | 0.0% | +52.8% | 0.366% | |
11/12/2024 | Keyes Stange & Wooten Wealth Management LLC | 358,457 | $9.83M | 5.8% | +2.8% | 0.231% | |
11/12/2024 | Waddell & Associates LLC | 56,747 | $1.56M | 0.2% | -3.2% | 0.037% | |
11/12/2024 | CFS Investment Advisory Services LLC | 433,454 | $11.88M | 1.0% | -0.2% | 0.279% | |
11/12/2024 | Raymond James Trust N.A. | 14,044 | $385K | 0.0% | -4.1% | 0.009% | |
11/8/2024 | Avior Wealth Management LLC | 40,918 | $1.12M | 0.0% | -11.6% | 0.026% | |
11/8/2024 | Vance Wealth Inc. | 65,631 | $1.80M | 0.7% | +24.3% | 0.042% | |
11/7/2024 | Tranquility Partners LLC | 24,496 | $671K | 0.2% | +11.9% | 0.016% | |
11/7/2024 | Caprock Group LLC | 8,861 | $243K | 0.0% | -11.1% | 0.006% | |
11/7/2024 | Aviance Capital Partners LLC | 63,878 | $1.75M | 0.2% | +10.2% | 0.041% | |
11/7/2024 | Drive Wealth Management LLC | 14,278 | $391K | 0.1% | -31.1% | 0.009% | |
11/7/2024 | Colony Family Offices LLC | 503,962 | $13.81M | 4.3% | -7.7% | 0.325% | |
11/7/2024 | MAI Capital Management | 228,130 | $6.25M | 0.1% | -2.4% | 0.147% | |
11/7/2024 | Essential Planning LLC. | 244,258 | $6.70M | 2.7% | +2.4% | 0.157% | |
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11/7/2024 | Envision Financial Planning LLC | 477,680 | $13.09M | 6.9% | +11.5% | 0.308% | |
11/6/2024 | Adero Partners LLC | 78,661 | $2.16M | 0.1% | -4.8% | 0.051% | |
11/6/2024 | Cassady Schiller Wealth Management LLC | 184,529 | $5.06M | 1.8% | +14.6% | 0.119% | |
11/6/2024 | Vawter Financial Ltd. | 312,703 | $8.57M | 5.2% | +2.3% | 0.201% | |
11/6/2024 | Linscomb Wealth Inc. | 81,279 | $2.23M | 0.1% | +10.8% | 0.052% | |
11/6/2024 | Oak Harbor Wealth Partners LLC | 68,139 | $1.87M | 0.5% | N/A | 0.044% | |
11/6/2024 | OneDigital Investment Advisors LLC | 687,683 | $18.85M | 0.2% | +17.1% | 0.443% | |
11/6/2024 | Diversified Portfolios Inc. | 681,396 | $18.68M | 2.1% | +2.7% | 0.439% | |
11/6/2024 | Lifeworks Advisors LLC | 13,539 | $371K | 0.1% | -13.3% | 0.009% | |
11/6/2024 | Dopkins Wealth Management LLC | 11,436 | $313K | 0.3% | -12.6% | 0.007% | |
11/6/2024 | Cable Hill Partners LLC | 2,437,046 | $66.80M | 6.6% | -10.0% | 1.569% | |
11/5/2024 | Aptus Capital Advisors LLC | 259,229 | $7.11M | 0.1% | +4.4% | 0.167% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 883,660 | $24.22M | 0.3% | +4.1% | 0.569% | |
11/5/2024 | Northwest Wealth Management LLC | 114,238 | $3.13M | 0.7% | +17.9% | 0.074% | |
11/5/2024 | Lynx Investment Advisory | 20,507 | $562K | 0.4% | +71.3% | 0.013% | |
11/4/2024 | tru Independence LLC | 232,561 | $6.37M | 1.9% | +9.1% | 0.150% | |
11/4/2024 | TRU Independence Asset Management 2 LLC | 115,173 | $3.16M | 2.7% | N/A | 0.074% | |
11/4/2024 | 1900 Wealth Management LLC | 127,850 | $3.50M | 0.3% | +39.2% | 0.082% | |
11/4/2024 | Sanctuary Wealth Management L.L.C. | 3,246 | $89K | 0.1% | -17.6% | 0.002% | |
11/4/2024 | Disciplined Investments LLC | 180,804 | $4.96M | 2.4% | +13.2% | 0.116% | |
11/4/2024 | G2 Capital Management LLC OH | 11,701 | $321K | 0.1% | +10.0% | 0.008% | |
11/4/2024 | FMB Wealth Management | 139,366 | $3.82M | 2.2% | +7.9% | 0.090% | |
11/1/2024 | Atria Investments Inc | 42,027 | $1.15M | 0.0% | N/A | 0.027% | |
11/1/2024 | Tillman Hartley LLC | 88,783 | $2.43M | 0.7% | -2.2% | 0.057% | |
11/1/2024 | Cowa LLC | 18,301 | $502K | 0.2% | +10.7% | 0.012% | |
11/1/2024 | Rather & Kittrell Inc. | 15,893 | $436K | 0.1% | -13.7% | 0.010% | |
11/1/2024 | Beta Wealth Group Inc. | 64,234 | $1.76M | 0.8% | -1.3% | 0.041% | |
11/1/2024 | Washington Trust Advisors Inc. | 4,080 | $112K | 0.0% | +31.1% | 0.003% | |
11/1/2024 | Lauterbach Financial Advisors LLC | 27,706 | $759K | 0.5% | +13.8% | 0.018% | |
11/1/2024 | Beckerman Institutional LLC | 44,790 | $1.23M | 1.0% | N/A | 0.029% | |
11/1/2024 | Capital Performance Advisors LLP | 10,401 | $285K | 0.1% | N/A | 0.007% | |
11/1/2024 | Presidio Capital Management LLC | 15,018 | $412K | 0.3% | -8.2% | 0.010% | |
10/31/2024 | Bridgewater Advisors Inc. | 335,355 | $8.98M | 0.9% | +2.0% | 0.216% | |
10/31/2024 | American Capital Advisory LLC | 65,057 | $1.78M | 1.0% | +18.7% | 0.042% | |
10/30/2024 | Foster & Motley Inc. | 33,994 | $932K | 0.1% | -12.9% | 0.022% | |
10/30/2024 | Falcon Wealth Planning | 1,473,832 | $40.40M | 4.7% | -6.7% | 0.949% | |
10/30/2024 | Catalyst Private Wealth LLC | 233,388 | $6.40M | 3.1% | +8.7% | 0.150% | |
10/30/2024 | Arista Wealth Management LLC | 549,062 | $15.05M | 3.6% | +2.7% | 0.354% | |
10/30/2024 | Highland Financial Advisors LLC | 25,014 | $686K | 0.2% | -2.4% | 0.016% | |
10/30/2024 | Millburn Ridgefield Corp | 1,653,738 | $45.33M | 1.2% | -6.4% | 1.065% | |
10/29/2024 | Confluence Wealth Services Inc. | 269,900 | $7.40M | 0.5% | N/A | 0.174% | |
10/29/2024 | REDW Wealth LLC | 10,847 | $297K | 0.1% | -5.2% | 0.007% | |
10/29/2024 | Sollinda Capital Management LLC | 54,577 | $1.50M | 0.4% | +2.5% | 0.035% | |
10/29/2024 | Creative Capital Management Investments LLC | 522,659 | $14.33M | 6.0% | +10.5% | 0.337% | |
10/29/2024 | Farther Finance Advisors LLC | 50,632 | $1.39M | 0.1% | +138.6% | 0.033% | |
10/29/2024 | Oceanside Advisors LLC | 201,278 | $5.52M | 4.1% | +2.7% | 0.130% | |
10/28/2024 | Valued Wealth Advisors LLC | 56,286 | $1.54M | 1.0% | +2.1% | 0.036% | |
10/28/2024 | Penobscot Wealth Management | 74,196 | $2.03M | 1.1% | +1.7% | 0.048% | |
10/28/2024 | US Bancorp DE | 5,847 | $160K | 0.0% | +56.9% | 0.004% | |
10/28/2024 | HM Payson & Co. | 6,229 | $171K | 0.0% | N/A | 0.004% | |
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10/28/2024 | Austin Wealth Management LLC | 319,628 | $8.83M | 1.9% | +26.9% | 0.206% | |
10/25/2024 | Voisard Asset Management Group Inc. | 468,445 | $12.84M | 5.3% | +8.4% | 0.302% | |
10/25/2024 | JFS Wealth Advisors LLC | 682,074 | $18.70M | 1.3% | +4.1% | 0.439% | |
10/25/2024 | Diversify Wealth Management LLC | 338,824 | $9.10M | 0.8% | +2.7% | 0.218% | |
10/25/2024 | Pinnacle Associates Ltd. | 215,480 | $5.91M | 0.1% | +3.2% | 0.139% | |
10/25/2024 | Fort Vancouver Investment Management LLC | 19,632 | $538K | 0.5% | -13.7% | 0.013% | |
10/25/2024 | PBMares Wealth Management LLC | 381,657 | $10.46M | 2.2% | +11.1% | 0.246% | |
10/25/2024 | True Link Financial Advisors LLC | 1,553,947 | $42.59M | 3.6% | +6.7% | 1.001% | |
10/25/2024 | SC&H Financial Advisors Inc. | 335,093 | $9.19M | 2.0% | +4.7% | 0.216% | |
10/25/2024 | MBA Advisors LLC | 117,481 | $3.22M | 1.5% | +80.6% | 0.076% | |