11/19/2024 | Invst LLC | 64,856 | $2.57M | 0.3% | +67.3% | 0.043% | |
11/15/2024 | Abel Hall LLC | 184,621 | $7.33M | 4.8% | -0.4% | 0.122% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 210,152 | $8.34M | 2.8% | +3.0% | 0.139% | |
11/15/2024 | MML Investors Services LLC | 201,669 | $8.00M | 0.0% | +32.5% | 0.133% | |
11/15/2024 | Orion Portfolio Solutions LLC | 49,391 | $1.96M | 0.0% | +1.6% | 0.033% | |
11/15/2024 | EP Wealth Advisors LLC | 3,084 | $122K | 0.0% | -13.7% | 0.002% | |
|
11/15/2024 | Kovitz Investment Group Partners LLC | 688,391 | $27.21M | 0.2% | N/A | 0.454% | |
11/15/2024 | Stifel Financial Corp | 584,573 | $23.20M | 0.0% | -5.3% | 0.386% | |
11/15/2024 | SYM FINANCIAL Corp | 105,391 | $4.18M | 0.6% | +2.1% | 0.070% | |
11/15/2024 | Integrated Wealth Concepts LLC | 193,880 | $7.70M | 0.1% | +0.2% | 0.128% | |
11/15/2024 | Investmark Advisory Group LLC | 78,160 | $3.10M | 1.5% | +1.1% | 0.052% | |
11/14/2024 | Flow Traders U.S. LLC | 34,283 | $1.36M | 0.1% | +14.3% | 0.023% | |
11/14/2024 | Captrust Financial Advisors | 44,083 | $1.75M | 0.0% | +8.7% | 0.029% | |
11/14/2024 | CreativeOne Wealth LLC | 132,653 | $5.27M | 0.2% | N/A | 0.088% | |
11/13/2024 | FMR LLC | 970 | $38K | 0.0% | +96,900.0% | 0.001% | |
11/13/2024 | D.A. Davidson & CO. | 115,810 | $4.60M | 0.0% | +4.4% | 0.076% | |
11/13/2024 | Acorn Wealth Advisors LLC | 38,809 | $1.54M | 0.7% | -0.7% | 0.026% | |
11/12/2024 | Cahill Financial Advisors Inc. | 53,404 | $2.12M | 0.3% | +4.6% | 0.035% | |
11/12/2024 | Canopy Partners LLC | 159,809 | $6.34M | 2.7% | +9.3% | 0.105% | |
11/12/2024 | Cerity Partners LLC | 187,682 | $7.45M | 0.0% | -1.0% | 0.124% | |
11/12/2024 | Altiora Financial Group LLC | 52,075 | $2.07M | 0.5% | +2.7% | 0.034% | |
11/8/2024 | Silver Oak Advisory Group Inc. | 12,300 | $488K | 0.3% | -4.0% | 0.008% | |
11/8/2024 | Yardley Wealth Management LLC | 707,122 | $28.07M | 16.6% | N/A | 0.466% | |
11/8/2024 | Prospera Financial Services Inc | 14,955 | $594K | 0.0% | +33.5% | 0.010% | |
11/7/2024 | Vertex Planning Partners LLC | 10,406 | $413K | 0.1% | +13.6% | 0.007% | |
11/7/2024 | Pathstone Holdings LLC | 486,642 | $19.32M | 0.1% | +14.2% | 0.321% | |
11/7/2024 | MAI Capital Management | 399,786 | $15.87M | 0.2% | +8.0% | 0.264% | |
11/7/2024 | Essential Planning LLC. | 1,238,741 | $49.17M | 20.2% | +1.1% | 0.817% | |
11/7/2024 | Envision Financial Planning LLC | 511,623 | $20.31M | 10.7% | +16.4% | 0.337% | |
11/6/2024 | Spinnaker Investment Group LLC | 2,001,795 | $79.45M | 19.4% | +4.5% | 1.320% | |
11/6/2024 | Heritage Investment Group Inc. | 478,256 | $18.98M | 3.6% | +2.7% | 0.315% | |
11/6/2024 | Vawter Financial Ltd. | 7,484 | $297K | 0.2% | -4.0% | 0.005% | |
11/6/2024 | Spectrum Investment Advisors Inc. | 593,122 | $23.54M | 16.1% | +1.0% | 0.391% | |
11/6/2024 | Diversified Portfolios Inc. | 179,076 | $7.11M | 0.8% | -7.2% | 0.118% | |
11/6/2024 | OneDigital Investment Advisors LLC | 2,531,792 | $100.49M | 1.1% | +23.1% | 1.670% | |
11/6/2024 | BCM Advisors LLC | 1,583,367 | $62.48M | 14.4% | +1.8% | 1.044% | |
11/5/2024 | Apollon Wealth Management LLC | 96,563 | $3.83M | 0.1% | -2.8% | 0.064% | |
11/4/2024 | Patten & Patten Inc. TN | 13,963 | $554K | 0.0% | -13.0% | 0.009% | |
11/4/2024 | VeraBank N.A. | 469,935 | $18.65M | 5.5% | +4.0% | 0.310% | |
11/4/2024 | Sanctuary Wealth Management L.L.C. | 27,962 | $1.11M | 0.8% | +0.9% | 0.018% | |
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11/4/2024 | HTG Investment Advisors Inc. | 144,111 | $5.72M | 2.7% | +4.2% | 0.095% | |
11/4/2024 | G2 Capital Management LLC OH | 44,125 | $1.75M | 0.5% | +6.6% | 0.029% | |
11/4/2024 | Liberty Wealth Management LLC | 718,473 | $28.52M | 4.8% | -59.5% | 0.474% | |
11/4/2024 | FMB Wealth Management | 198,774 | $7.89M | 4.5% | -0.2% | 0.131% | |
11/2/2024 | Retirement Solution LLC | 114,391 | $4.54M | 1.1% | -12.9% | 0.075% | |
11/1/2024 | First Personal Financial Services | 3,581 | $142K | 0.0% | N/A | 0.002% | |
11/1/2024 | Cypress Point Wealth Management LLC | 170,578 | $6.77M | 2.7% | +30.5% | 0.113% | |
11/1/2024 | Cowa LLC | 108,485 | $4.31M | 2.0% | -35.8% | 0.072% | |
11/1/2024 | Rather & Kittrell Inc. | 115,214 | $4.57M | 1.1% | -6.3% | 0.076% | |
11/1/2024 | Assetmark Inc. | 464,620 | $18.44M | 0.1% | -10.4% | 0.306% | |
11/1/2024 | Beckerman Institutional LLC | 41,094 | $1.63M | 1.4% | N/A | 0.027% | |
11/1/2024 | Physician Wealth Solutions Inc. | 630,860 | $25.29M | 12.3% | +56.7% | 0.416% | |
11/1/2024 | Capital Performance Advisors LLP | 52,937 | $2.10M | 0.6% | +13.7% | 0.035% | |
10/31/2024 | American Capital Advisory LLC | 165,844 | $6.58M | 3.8% | -6.0% | 0.109% | |
10/30/2024 | Beacon Financial Advisory LLC | 19,765 | $784K | 0.3% | -7.6% | 0.013% | |
10/30/2024 | Catalyst Private Wealth LLC | 116,919 | $4.64M | 2.3% | +11.6% | 0.077% | |
10/30/2024 | Arista Wealth Management LLC | 1,902,993 | $75.53M | 18.1% | +2.7% | 1.255% | |
10/30/2024 | Highland Financial Advisors LLC | 624,746 | $24.80M | 8.8% | +3.0% | 0.412% | |
10/29/2024 | Centennial Bank AR | 271,510 | $10.78M | 4.9% | +8.9% | 0.179% | |
10/29/2024 | Private Wealth Management Group LLC | 110,402 | $4.38M | 1.7% | +125.9% | 0.073% | |
10/29/2024 | Lodestone Wealth Management LLC | 5,169 | $205K | 0.1% | N/A | 0.003% | |
10/29/2024 | Sollinda Capital Management LLC | 182,564 | $7.25M | 2.0% | +0.5% | 0.120% | |
10/29/2024 | Chicago Partners Investment Group LLC | 307,796 | $12.29M | 0.4% | -2.7% | 0.203% | |
10/29/2024 | Farther Finance Advisors LLC | 212,610 | $8.44M | 0.3% | +251.3% | 0.140% | |
10/29/2024 | Oceanside Advisors LLC | 32,893 | $1.31M | 1.0% | -3.5% | 0.022% | |
10/28/2024 | Fonville Wealth Management LLC | 609,880 | $24.21M | 8.4% | +3.8% | 0.402% | |
10/28/2024 | Valued Wealth Advisors LLC | 741,116 | $29.42M | 19.1% | -3.3% | 0.489% | |
10/28/2024 | Baron Silver Stevens Financial Advisors LLC | 47,043 | $1.87M | 0.3% | +88.8% | 0.031% | |
10/28/2024 | Austin Wealth Management LLC | 708,052 | $27.81M | 6.1% | +11.5% | 0.467% | |
10/25/2024 | JFS Wealth Advisors LLC | 339,694 | $13.48M | 0.9% | +5.6% | 0.224% | |
10/25/2024 | Diversify Wealth Management LLC | 1,250,528 | $49.95M | 4.4% | +3.2% | 0.825% | |
10/25/2024 | Fort Vancouver Investment Management LLC | 2,511 | $100K | 0.1% | -17.8% | 0.002% | |
10/25/2024 | Golden State Equity Partners | 7,319 | $290K | 0.1% | +21.2% | 0.005% | |
10/25/2024 | PBMares Wealth Management LLC | 854,471 | $33.91M | 7.1% | +12.8% | 0.564% | |
10/25/2024 | SC&H Financial Advisors Inc. | 704,833 | $27.98M | 6.1% | +4.9% | 0.465% | |
10/25/2024 | Quarry Hill Advisors LLC | 94,924 | $3.77M | 2.5% | -2.4% | 0.063% | |
10/24/2024 | TCP Asset Management LLC | 840,947 | $33.38M | 7.7% | +0.4% | 0.555% | |
10/24/2024 | Lauer Wealth LLC | 216,018 | $8.63M | 6.5% | +5.9% | 0.142% | |
10/24/2024 | Barrett & Company Inc. | 16,588 | $658K | 0.3% | -10.9% | 0.011% | |
10/24/2024 | Greenspring Advisors LLC | 10,817 | $429K | 0.1% | -2.9% | 0.007% | |
10/24/2024 | Hibernia Wealth Partners LLC | 15,639 | $621K | 0.2% | N/A | 0.010% | |
10/24/2024 | Bay Harbor Wealth Management LLC | 524,078 | $20.80M | 6.8% | +19.5% | 0.346% | |
10/24/2024 | Kooman & Associates | 2,633,281 | $104.52M | 38.6% | +3.1% | 1.737% | |
10/24/2024 | Modera Wealth Management LLC | 3,680,477 | $146.08M | 1.9% | -8.3% | 2.428% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 860,439 | $34.15M | 0.1% | +2.7% | 0.568% | |
10/24/2024 | Sageworth Trust Co | 102,668 | $4.08M | 0.2% | -10.1% | 0.068% | |
10/23/2024 | Allworth Financial LP | 2,877,689 | $114.22M | 0.7% | +20.7% | 1.898% | |
10/23/2024 | Joel Isaacson & Co. LLC | 6,684 | $265K | 0.0% | N/A | 0.004% | |
10/23/2024 | Strategic Investment Solutions Inc. IL | 197,103 | $7.82M | 2.3% | +7.5% | 0.130% | |
10/23/2024 | Chico Wealth RIA | 152,565 | $6.06M | 5.2% | -1.7% | 0.101% | |
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10/23/2024 | Yoder Wealth Management Inc. | 29,764 | $1.18M | 0.7% | +5.7% | 0.020% | |
10/23/2024 | Signature Resources Capital Management LLC | 117,677 | $4.67M | 4.3% | -2.3% | 0.078% | |
10/23/2024 | Dixon Fnancial Services Inc. | 10,328 | $410K | 0.2% | +7.0% | 0.007% | |
10/23/2024 | Brighton Jones LLC | 890,958 | $35.36M | 1.3% | -9.8% | 0.588% | |
10/22/2024 | U.S. Capital Wealth Advisors LLC | 213,399 | $8.47M | 0.3% | +0.7% | 0.141% | |
10/22/2024 | Sterling Financial Group Inc. | 636,590 | $25.27M | 10.8% | -0.2% | 0.420% | |
10/22/2024 | Maryland Capital Advisors Inc. | 201,206 | $7.99M | 3.9% | +5.3% | 0.133% | |
10/22/2024 | RCS Financial Planning LLC | 63,781 | $2.53M | 1.4% | -4.0% | 0.042% | |
10/22/2024 | Private Advisor Group LLC | 170,632 | $6.77M | 0.0% | -1.4% | 0.113% | |
10/22/2024 | My Personal CFO LLC | 100,285 | $3.98M | 2.2% | -16.2% | 0.066% | |