11/18/2024 | Rehmann Capital Advisory Group | 97,448 | $2.63M | 0.2% | -3.5% | 0.037% | |
11/18/2024 | RB Capital Management LLC | 14,082 | $380K | 0.1% | -5.0% | 0.005% | |
11/18/2024 | McCarthy Asset Management Inc. | 28,519 | $770K | 0.5% | -8.0% | 0.011% | |
11/15/2024 | M&T Bank Corp | 29,950 | $809K | 0.0% | +20.1% | 0.011% | |
11/15/2024 | LRI Investments LLC | 996,138 | $25.13M | 2.2% | -0.1% | 0.375% | |
11/15/2024 | MML Investors Services LLC | 122,039 | $3.30M | 0.0% | -52.2% | 0.046% | |
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11/15/2024 | Orion Portfolio Solutions LLC | 56,121 | $1.52M | 0.0% | +5.2% | 0.021% | |
11/15/2024 | EP Wealth Advisors LLC | 362,298 | $9.79M | 0.1% | -1.4% | 0.136% | |
11/15/2024 | Jane Street Group LLC | 1,493,586 | $40.34M | 0.0% | -49.8% | 0.562% | |
11/15/2024 | Red Wave Investments LLC | 39,574 | $1.07M | 0.4% | -7.8% | 0.015% | |
11/15/2024 | Integrated Wealth Concepts LLC | 381,702 | $10.31M | 0.1% | -0.9% | 0.144% | |
11/15/2024 | HighTower Advisors LLC | 953,812 | $25.76M | 0.0% | -2.3% | 0.359% | |
11/15/2024 | Ascent Group LLC | 15,917 | $430K | 0.0% | -4.1% | 0.006% | |
11/15/2024 | Atlas Wealth LLC | 7,619 | $206K | 0.1% | N/A | 0.003% | |
11/15/2024 | Alerus Financial NA | 3,589,080 | $96.94M | 7.1% | -7.6% | 1.351% | |
11/14/2024 | Cobblestone Capital Advisors LLC NY | 2,467,849 | $66.66M | 3.7% | +0.8% | 0.929% | |
11/14/2024 | Captrust Financial Advisors | 291,314 | $7.87M | 0.0% | -0.6% | 0.110% | |
11/14/2024 | Rockefeller Capital Management L.P. | 81,198 | $2.19M | 0.0% | +3.9% | 0.031% | |
11/14/2024 | CreativeOne Wealth LLC | 36,138 | $976K | 0.0% | N/A | 0.014% | |
11/13/2024 | Glenmede Trust Co. NA | 5,157,093 | $139.29M | 0.7% | -0.4% | 1.942% | |
11/13/2024 | RS Crum Inc. | 180,339 | $4.87M | 1.1% | +0.5% | 0.068% | |
11/13/2024 | Townsquare Capital LLC | 49,076 | $1.33M | 0.0% | +37.0% | 0.018% | |
11/13/2024 | FMR LLC | 25,111 | $678K | 0.0% | +162.5% | 0.009% | |
11/13/2024 | D.A. Davidson & CO. | 2,599,009 | $70.20M | 0.6% | +2.3% | 0.979% | |
11/13/2024 | Elios Financial Group Inc. | 119,434 | $3.23M | 1.5% | N/A | 0.045% | |
11/12/2024 | Cahill Financial Advisors Inc. | 651,987 | $17.61M | 2.4% | +8.4% | 0.245% | |
11/12/2024 | Wescott Financial Advisory Group LLC | 8,783 | $237K | 0.0% | -28.2% | 0.003% | |
11/12/2024 | Truepoint Inc. | 379,455 | $10.25M | 0.3% | +1.2% | 0.143% | |
11/12/2024 | Canopy Partners LLC | 161,406 | $4.36M | 1.9% | +4.7% | 0.061% | |
11/12/2024 | Advisory Services & Investments LLC | 21,897 | $591K | 0.4% | -4.8% | 0.008% | |
11/12/2024 | Great Valley Advisor Group Inc. | 11,601 | $313K | 0.0% | -4.1% | 0.004% | |
11/12/2024 | Altiora Financial Group LLC | 1,522,651 | $41.13M | 9.1% | +1.6% | 0.573% | |
11/12/2024 | RW Investment Management LLC | 91,513 | $2.47M | 0.3% | -0.6% | 0.034% | |
11/9/2024 | LPL Financial LLC | 7,492,040 | $202.36M | 0.1% | +1.6% | 2.821% | |
11/8/2024 | EverSource Wealth Advisors LLC | 80,171 | $2.17M | 0.1% | +9.0% | 0.030% | |
11/8/2024 | Silver Oak Advisory Group Inc. | 395,316 | $10.68M | 5.5% | +0.2% | 0.149% | |
11/8/2024 | First Horizon Advisors Inc. | 5,274 | $142K | 0.0% | N/A | 0.002% | |
11/8/2024 | Vance Wealth Inc. | 1,100,506 | $29.73M | 11.3% | +2.7% | 0.414% | |
11/7/2024 | Caprock Group LLC | 10,437 | $282K | 0.0% | -4.3% | 0.004% | |
11/7/2024 | Pathstone Holdings LLC | 3,259,544 | $88.04M | 0.4% | -0.3% | 1.227% | |
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11/7/2024 | Phillips Financial Management LLC | 252,880 | $6.83M | 0.5% | -1.7% | 0.095% | |
11/6/2024 | Natixis Advisors LLC | 29,010 | $784K | 0.0% | +1.9% | 0.011% | |
11/6/2024 | Northeast Financial Group Inc. | 8,891 | $240K | 0.1% | -10.7% | 0.003% | |
11/6/2024 | OneDigital Investment Advisors LLC | 925,015 | $24.99M | 0.3% | +1.6% | 0.348% | |
11/6/2024 | Dopkins Wealth Management LLC | 145,543 | $3.93M | 3.2% | -37.5% | 0.055% | |
11/5/2024 | Hassell Wealth Management LLC | 265,737 | $6.85M | 2.9% | -0.8% | 0.100% | |
11/5/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 12,287 | $318K | 0.1% | -30.6% | 0.005% | |
11/5/2024 | Aptus Capital Advisors LLC | 12,695 | $343K | 0.0% | N/A | 0.005% | |
11/5/2024 | Northwest Wealth Management LLC | 98,871 | $2.67M | 0.6% | -3.8% | 0.037% | |
11/4/2024 | TRU Independence Asset Management 2 LLC | 8,584 | $232K | 0.2% | N/A | 0.003% | |
11/4/2024 | HTG Investment Advisors Inc. | 603,949 | $16.31M | 7.7% | +2.3% | 0.227% | |
11/4/2024 | FMB Wealth Management | 253,138 | $6.84M | 3.9% | +9.3% | 0.095% | |
11/4/2024 | Sigma Planning Corp | 8,906 | $241K | 0.0% | N/A | 0.003% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 41,215 | $1.11M | 0.0% | +24.4% | 0.016% | |
11/1/2024 | Cypress Point Wealth Management LLC | 64,622 | $1.75M | 0.7% | +14.9% | 0.024% | |
11/1/2024 | Rather & Kittrell Inc. | 74,715 | $2.02M | 0.5% | +1.5% | 0.028% | |
11/1/2024 | Assetmark Inc. | 3,652,033 | $98.64M | 0.3% | +1.3% | 1.375% | |
11/1/2024 | Lauterbach Financial Advisors LLC | 464,504 | $12.55M | 7.6% | +0.4% | 0.175% | |
11/1/2024 | Triune Financial Partners LLC | 3,502,573 | $94.60M | 29.7% | N/A | 1.319% | |
11/1/2024 | Physician Wealth Solutions Inc. | 94,533 | $2.45M | 1.2% | +128.7% | 0.036% | |
10/31/2024 | JB Capital LLC | 18,702 | $505K | 0.0% | -4.2% | 0.007% | |
10/31/2024 | Wealth Architects LLC | 108,564 | $2.93M | 0.3% | +5.0% | 0.041% | |
10/31/2024 | American Capital Advisory LLC | 9,320 | $252K | 0.1% | +74.4% | 0.004% | |
10/30/2024 | Beacon Financial Advisory LLC | 7,754 | $209K | 0.1% | N/A | 0.003% | |
10/30/2024 | Falcon Wealth Planning | 28,090 | $759K | 0.1% | +50.3% | 0.011% | |
10/29/2024 | Forum Financial Management LP | 1,326,223 | $35.82M | 0.6% | +2.0% | 0.499% | |
10/29/2024 | Lansing Street Advisors | 61,858 | $1.67M | 0.6% | +0.7% | 0.023% | |
10/29/2024 | Glassy Mountain Advisors Inc. | 657,238 | $17.75M | 6.2% | +4.6% | 0.247% | |
10/29/2024 | Confluence Wealth Services Inc. | 1,216,203 | $32.85M | 2.4% | +13.1% | 0.458% | |
10/29/2024 | Pure Financial Advisors LLC | 361,567 | $9.77M | 0.2% | -3.8% | 0.136% | |
10/29/2024 | Symmetry Partners LLC | 462,674 | $12.50M | 3.0% | -48.6% | 0.174% | |
10/29/2024 | Sage Financial Group Inc. | 10,263 | $277K | 0.0% | -12.8% | 0.004% | |
10/29/2024 | Chicago Partners Investment Group LLC | 686,819 | $17.86M | 0.6% | +2.4% | 0.259% | |
10/29/2024 | Creative Capital Management Investments LLC | 1,757,474 | $47.47M | 19.8% | +15.0% | 0.662% | |
10/25/2024 | Voisard Asset Management Group Inc. | 1,819 | $49K | 0.0% | N/A | 0.001% | |
10/25/2024 | JFS Wealth Advisors LLC | 3,781,925 | $102.15M | 6.8% | -0.1% | 1.424% | |
10/25/2024 | Intelligent Financial Strategies | 35,705 | $964K | 0.5% | -1.1% | 0.013% | |
10/25/2024 | Diversify Wealth Management LLC | 30,061 | $782K | 0.1% | -2.5% | 0.011% | |
10/25/2024 | PBMares Wealth Management LLC | 275,287 | $7.44M | 1.6% | -3.2% | 0.104% | |
10/25/2024 | Integrated Advisors Network LLC | 203,834 | $5.51M | 0.3% | +3.8% | 0.077% | |
10/25/2024 | SC&H Financial Advisors Inc. | 210,262 | $5.68M | 1.2% | +2.6% | 0.079% | |
10/25/2024 | Geometric Wealth Advisors | 7,198,260 | $194.43M | 36.0% | -1.5% | 2.710% | |
10/24/2024 | TCI Wealth Advisors Inc. | 909,515 | $24.57M | 2.1% | +10.0% | 0.342% | |
10/24/2024 | Inscription Capital LLC | 22,136 | $598K | 0.1% | N/A | 0.008% | |
10/24/2024 | FSA Advisors Inc. | 7,771 | $204K | 0.2% | N/A | 0.003% | |
10/24/2024 | Greenspring Advisors LLC | 2,005,214 | $54.16M | 11.8% | -0.6% | 0.755% | |
10/24/2024 | Salomon & Ludwin LLC | 2,595 | $70K | 0.0% | -35.7% | 0.001% | |
10/24/2024 | Modera Wealth Management LLC | 506,569 | $13.68M | 0.2% | -1.8% | 0.191% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 818,682 | $22.11M | 0.0% | -0.2% | 0.308% | |
10/23/2024 | Allworth Financial LP | 4,585,250 | $123.85M | 0.8% | +24.7% | 1.726% | |
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10/23/2024 | North Ridge Wealth Advisors Inc. | 463,288 | $12.51M | 8.5% | +1.6% | 0.174% | |
10/23/2024 | Strategic Investment Solutions Inc. IL | 375,202 | $10.13M | 3.0% | +2.1% | 0.141% | |
10/23/2024 | Chico Wealth RIA | 8,259 | $223K | 0.2% | N/A | 0.003% | |
10/23/2024 | Leading Edge Financial Planning LLC | 35,156 | $950K | 0.3% | -18.1% | 0.013% | |
10/23/2024 | Brighton Jones LLC | 522,885 | $14.12M | 0.5% | +7.0% | 0.197% | |
10/23/2024 | Onyx Financial Advisors LLC | 1,043,490 | $28.19M | 15.5% | +3.6% | 0.393% | |
10/22/2024 | RAM Investment Partners LLC | 168,325 | $4.55M | 1.2% | -0.8% | 0.063% | |
10/22/2024 | Sprinkle Financial Consultants LLC | 17,825 | $481K | 0.3% | +3.9% | 0.007% | |
10/22/2024 | BetterWealth LLC | 921,792 | $24.90M | 7.4% | +0.5% | 0.347% | |
10/22/2024 | Coston McIsaac & Partners | 4,138 | $111K | 0.0% | -9.0% | 0.002% | |