11/19/2024 | McIlrath & Eck LLC | 1,383,022 | $43.95M | 5.7% | -5.7% | 0.713% | |
11/19/2024 | Invst LLC | 24,869 | $790K | 0.1% | +67.3% | 0.013% | |
11/18/2024 | Rehmann Capital Advisory Group | 52,420 | $1.67M | 0.1% | +2.0% | 0.027% | |
11/15/2024 | Abel Hall LLC | 38,639 | $1.23M | 0.8% | -2.5% | 0.020% | |
11/15/2024 | LRI Investments LLC | 849,950 | $25.25M | 2.2% | +3.9% | 0.438% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 191,043 | $6.07M | 2.0% | +2.8% | 0.098% | |
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11/15/2024 | MML Investors Services LLC | 670,191 | $21.30M | 0.1% | +10.7% | 0.345% | |
11/15/2024 | First National Bank of Omaha | 935,738 | $29.74M | 1.9% | +997.0% | 0.482% | |
11/15/2024 | Passive Capital Management LLC. | 14,459 | $460K | 0.2% | +4.9% | 0.007% | |
11/15/2024 | Orion Portfolio Solutions LLC | 104,840 | $3.33M | 0.1% | +7.5% | 0.054% | |
11/15/2024 | EP Wealth Advisors LLC | 2,211,105 | $70.27M | 0.6% | -10.5% | 1.139% | |
11/15/2024 | Jane Street Group LLC | 45,107 | $1.43M | 0.0% | -90.7% | 0.023% | |
11/15/2024 | Stifel Financial Corp | 225,549 | $7.17M | 0.0% | -1.7% | 0.116% | |
11/15/2024 | SYM FINANCIAL Corp | 6,304,666 | $200.36M | 26.8% | +1.1% | 3.248% | |
11/15/2024 | Investmark Advisory Group LLC | 52,821 | $1.68M | 0.8% | -2.0% | 0.027% | |
11/15/2024 | HighTower Advisors LLC | 463,376 | $14.73M | 0.0% | +19.0% | 0.239% | |
11/15/2024 | Ascent Group LLC | 6,358 | $202K | 0.0% | N/A | 0.003% | |
11/15/2024 | Kestra Investment Management LLC | 192,435 | $6.12M | 0.3% | N/A | 0.099% | |
11/14/2024 | Flow Traders U.S. LLC | 300,736 | $9.56M | 0.5% | N/A | 0.155% | |
11/14/2024 | Captrust Financial Advisors | 636,613 | $20.23M | 0.1% | +0.5% | 0.328% | |
11/14/2024 | CreativeOne Wealth LLC | 233,381 | $7.42M | 0.3% | +72.7% | 0.120% | |
11/13/2024 | RS Crum Inc. | 10,103 | $321K | 0.1% | +12.8% | 0.005% | |
11/13/2024 | Townsquare Capital LLC | 152,314 | $4.84M | 0.1% | +565.9% | 0.078% | |
11/13/2024 | D.A. Davidson & CO. | 178,758 | $5.68M | 0.0% | -1.7% | 0.092% | |
11/13/2024 | Bank of Montreal Can | 150,516 | $4.80M | 0.0% | +10.2% | 0.078% | |
11/13/2024 | Acorn Wealth Advisors LLC | 28,334 | $900K | 0.4% | +6.2% | 0.015% | |
11/13/2024 | Private Trust Co. NA | 33,990 | $1.08M | 0.1% | -1.3% | 0.018% | |
11/12/2024 | Wealth Dimensions Group Ltd. | 1,071,601 | $34.06M | 8.6% | +16.9% | 0.552% | |
11/12/2024 | Larson Financial Group LLC | 700,443 | $22.26M | 1.3% | -7.7% | 0.361% | |
11/12/2024 | Wescott Financial Advisory Group LLC | 55,357 | $1.76M | 0.2% | -8.0% | 0.029% | |
11/12/2024 | Cerity Partners LLC | 129,896 | $4.13M | 0.0% | -59.1% | 0.067% | |
11/12/2024 | Keyes Stange & Wooten Wealth Management LLC | 676,218 | $21.49M | 12.8% | +1.8% | 0.348% | |
11/12/2024 | Studio Investment Management LLC | 12,885 | $409K | 0.1% | +61.4% | 0.007% | |
11/12/2024 | CFS Investment Advisory Services LLC | 141,067 | $4.48M | 0.4% | +0.4% | 0.073% | |
11/8/2024 | R. W. Roge & Company Inc. | 40,583 | $1.29M | 0.7% | -7.2% | 0.021% | |
11/8/2024 | Avior Wealth Management LLC | 69,113 | $2.20M | 0.1% | +274.4% | 0.036% | |
11/8/2024 | Second Half Financial Partners LLC | 32,221 | $1.02M | 0.5% | N/A | 0.017% | |
11/7/2024 | Tranquility Partners LLC | 28,385 | $902K | 0.3% | +7.8% | 0.015% | |
11/7/2024 | Pathstone Holdings LLC | 527,561 | $16.77M | 0.1% | +13.0% | 0.272% | |
11/7/2024 | Colony Family Offices LLC | 119,271 | $3.79M | 1.2% | +11.2% | 0.061% | |
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11/7/2024 | MAI Capital Management | 816,466 | $25.95M | 0.2% | +0.4% | 0.421% | |
11/7/2024 | Essential Planning LLC. | 509,172 | $16.18M | 6.6% | +2.2% | 0.262% | |
11/7/2024 | Thrivent Financial for Lutherans | 291,038 | $9.25M | 0.0% | +2.8% | 0.150% | |
11/7/2024 | Envision Financial Planning LLC | 373,436 | $11.87M | 6.2% | +14.5% | 0.192% | |
11/6/2024 | Adero Partners LLC | 215,993 | $6.86M | 0.5% | -7.2% | 0.111% | |
11/6/2024 | Frazier Financial Advisors LLC | 5,621 | $179K | 0.1% | -14.9% | 0.003% | |
11/6/2024 | Spinnaker Investment Group LLC | 1,313,618 | $41.75M | 10.2% | +5.4% | 0.677% | |
11/6/2024 | Squire Investment Management Company LLC | 19,646 | $624K | 0.3% | N/A | 0.010% | |
11/6/2024 | Vawter Financial Ltd. | 13,362 | $425K | 0.3% | -18.6% | 0.007% | |
11/6/2024 | Spectrum Investment Advisors Inc. | 507,975 | $16.14M | 11.1% | +2.6% | 0.262% | |
11/6/2024 | Oak Harbor Wealth Partners LLC | 133,976 | $4.26M | 1.2% | N/A | 0.069% | |
11/6/2024 | OneDigital Investment Advisors LLC | 2,427,194 | $77.14M | 0.9% | +4.8% | 1.250% | |
11/6/2024 | Diversified Portfolios Inc. | 355,719 | $11.31M | 1.3% | +6.0% | 0.183% | |
11/6/2024 | Cable Hill Partners LLC | 5,435,925 | $172.75M | 17.0% | -0.6% | 2.801% | |
11/6/2024 | Main Street Financial Solutions LLC | 134,431 | $4.27M | 0.4% | +7.6% | 0.069% | |
11/5/2024 | Aptus Capital Advisors LLC | 761,399 | $24.20M | 0.4% | +5.1% | 0.392% | |
11/5/2024 | Apollon Financial LLC | 55,774 | $1.77M | 0.5% | +1.6% | 0.029% | |
11/5/2024 | Harbour Investments Inc. | 25,414 | $808K | 0.0% | +528.0% | 0.013% | |
11/5/2024 | Apollon Wealth Management LLC | 1,025,219 | $32.58M | 0.9% | +6.0% | 0.528% | |
11/5/2024 | Northwest Wealth Management LLC | 184,227 | $5.86M | 1.4% | +22.8% | 0.095% | |
11/5/2024 | Lynx Investment Advisory | 129,016 | $4.10M | 3.0% | +5.9% | 0.066% | |
11/4/2024 | tru Independence LLC | 457,110 | $14.53M | 4.3% | +9.9% | 0.236% | |
11/4/2024 | TRU Independence Asset Management 2 LLC | 53,644 | $1.71M | 1.4% | N/A | 0.028% | |
11/4/2024 | Proffitt & Goodson Inc. | 2,109 | $67K | 0.0% | N/A | 0.001% | |
11/4/2024 | 1900 Wealth Management LLC | 380,581 | $11.50M | 1.0% | +26.5% | 0.196% | |
11/4/2024 | Sanctuary Wealth Management L.L.C. | 84,232 | $2.68M | 1.9% | +26.6% | 0.043% | |
11/4/2024 | G2 Capital Management LLC OH | 32,435 | $1.03M | 0.3% | +9.6% | 0.017% | |
11/4/2024 | Liberty Wealth Management LLC | 285,622 | $9.08M | 1.5% | -49.6% | 0.147% | |
11/4/2024 | FMB Wealth Management | 155,165 | $4.93M | 2.8% | -4.9% | 0.080% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 24,230 | $770K | 0.0% | +8.0% | 0.012% | |
11/1/2024 | Atria Investments Inc | 6,772 | $215K | 0.0% | -91.9% | 0.003% | |
11/1/2024 | Tillman Hartley LLC | 21,743 | $691K | 0.2% | +4.1% | 0.011% | |
11/1/2024 | Cypress Point Wealth Management LLC | 61,613 | $1.96M | 0.8% | +75.9% | 0.032% | |
11/1/2024 | Cowa LLC | 156,283 | $4.97M | 2.4% | -31.1% | 0.081% | |
11/1/2024 | Rather & Kittrell Inc. | 61,703 | $1.96M | 0.5% | -8.3% | 0.032% | |
11/1/2024 | Assetmark Inc. | 20,232 | $643K | 0.0% | -73.6% | 0.010% | |
11/1/2024 | Cahill Wealth Management LLC | 182,617 | $5.80M | 3.0% | +22.4% | 0.094% | |
11/1/2024 | Galvin Gaustad & Stein LLC | 17,241 | $548K | 0.0% | +30.8% | 0.009% | |
11/1/2024 | Lauterbach Financial Advisors LLC | 45,147 | $1.44M | 0.9% | +108.6% | 0.023% | |
11/1/2024 | Beckerman Institutional LLC | 156,138 | $4.96M | 4.2% | N/A | 0.080% | |
11/1/2024 | Capital Performance Advisors LLP | 13,749 | $437K | 0.1% | -26.6% | 0.007% | |
11/1/2024 | Stone Point Wealth LLC | 29,674 | $943K | 0.3% | +8.8% | 0.015% | |
10/31/2024 | Bridgewater Advisors Inc. | 87,977 | $2.69M | 0.3% | +6.6% | 0.045% | |
10/31/2024 | Wealth Architects LLC | 8,944 | $284K | 0.0% | +7.9% | 0.005% | |
10/31/2024 | D.B. Root & Company LLC | 207,269 | $6.59M | 2.2% | +1.3% | 0.107% | |
10/31/2024 | American Capital Advisory LLC | 234,106 | $7.44M | 4.3% | +14.4% | 0.121% | |
10/31/2024 | Consilium Wealth Advisory LLC | 492,180 | $15.64M | 8.5% | -5.2% | 0.254% | |
10/30/2024 | Beacon Financial Advisory LLC | 9,901 | $315K | 0.1% | -9.1% | 0.005% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 58,028 | $1.84M | 0.1% | +0.6% | 0.030% | |
10/30/2024 | JFG Wealth Management LLC | 25,547 | $812K | 0.2% | N/A | 0.013% | |
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10/30/2024 | Catalyst Private Wealth LLC | 141,773 | $4.51M | 2.2% | +12.8% | 0.073% | |
10/30/2024 | Arista Wealth Management LLC | 982,344 | $31.22M | 7.5% | +4.1% | 0.506% | |
10/30/2024 | United Advisor Group LLC | 116,934 | $3.72M | 0.8% | +7.3% | 0.060% | |
10/29/2024 | Forum Financial Management LP | 37,215 | $1.18M | 0.0% | +1.2% | 0.019% | |
10/29/2024 | Private Wealth Management Group LLC | 64,176 | $2.04M | 0.8% | +142.6% | 0.033% | |
10/29/2024 | Pure Financial Advisors LLC | 2,768,230 | $87.97M | 2.1% | +20.8% | 1.426% | |
10/29/2024 | Sollinda Capital Management LLC | 110,991 | $3.53M | 1.0% | +1.2% | 0.057% | |
10/29/2024 | Chicago Partners Investment Group LLC | 490,097 | $14.90M | 0.5% | +0.7% | 0.252% | |
10/29/2024 | Farther Finance Advisors LLC | 37,810 | $1.20M | 0.0% | +181.5% | 0.019% | |
10/29/2024 | Oceanside Advisors LLC | 124,676 | $3.96M | 3.0% | +3.3% | 0.064% | |