12/17/2024 | Hiley Hunt Wealth Management | 499,521 | $21.57M | 12.4% | +4.3% | 0.430% | |
12/9/2024 | Forthright Family Wealth Advisory LLC | 9,865 | $419K | 0.3% | -15.2% | 0.008% | |
12/2/2024 | Beaird Harris Wealth Management LLC | 2,896,132 | $125.08M | 10.9% | +4.2% | 2.490% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 1,483 | $64K | 0.0% | N/A | 0.001% | |
11/19/2024 | Invst LLC | 14,030 | $606K | 0.1% | +36.6% | 0.012% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 36,199 | $1.56M | 0.5% | +29.3% | 0.031% | |
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11/15/2024 | Orion Portfolio Solutions LLC | 58,118 | $2.51M | 0.1% | -3.2% | 0.050% | |
11/15/2024 | Jane Street Group LLC | 499,750 | $21.58M | 0.0% | -35.1% | 0.430% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 43,730 | $1.89M | 0.0% | N/A | 0.038% | |
11/15/2024 | Stifel Financial Corp | 92,400 | $3.99M | 0.0% | -24.5% | 0.079% | |
11/15/2024 | SageView Advisory Group LLC | 171,914 | $7.43M | 0.4% | +3.6% | 0.148% | |
11/15/2024 | Integrated Wealth Concepts LLC | 398,665 | $17.22M | 0.2% | +1.7% | 0.343% | |
11/15/2024 | HighTower Advisors LLC | 1,358,205 | $58.66M | 0.1% | +2.6% | 1.168% | |
11/15/2024 | Hilltop Holdings Inc. | 28,803 | $1.24M | 0.1% | -24.7% | 0.025% | |
11/14/2024 | Acropolis Investment Management LLC | 96,972 | $4.19M | 0.2% | -1.9% | 0.083% | |
11/14/2024 | Flow Traders U.S. LLC | 19,356 | $836K | 0.0% | -30.5% | 0.017% | |
11/14/2024 | CreativeOne Wealth LLC | 90,857 | $3.92M | 0.1% | +1,353.5% | 0.078% | |
11/13/2024 | Freedom Investment Management Inc. | 7,710 | $333K | 0.0% | +3.5% | 0.007% | |
11/13/2024 | D.A. Davidson & CO. | 24,312 | $1.05M | 0.0% | -11.5% | 0.021% | |
11/13/2024 | Acorn Wealth Advisors LLC | 189,028 | $8.16M | 3.5% | +21.4% | 0.163% | |
11/12/2024 | Wealth Dimensions Group Ltd. | 100,386 | $4.34M | 1.1% | +305.5% | 0.086% | |
11/12/2024 | Family Capital Management Inc. | 26,552 | $1.15M | 0.7% | +12.7% | 0.023% | |
11/12/2024 | Truepoint Inc. | 10,483,426 | $452.78M | 12.2% | +2.1% | 9.014% | |
11/12/2024 | Canopy Partners LLC | 38,474 | $1.66M | 0.7% | +20.1% | 0.033% | |
11/12/2024 | CFS Investment Advisory Services LLC | 437,450 | $18.89M | 1.6% | -0.6% | 0.376% | |
11/12/2024 | Concorde Asset Management LLC | 6,415 | $277K | 0.2% | -14.9% | 0.006% | |
11/12/2024 | RW Investment Management LLC | 1,035,969 | $44.74M | 5.6% | +4.9% | 0.891% | |
11/8/2024 | EverSource Wealth Advisors LLC | 34,103 | $1.47M | 0.1% | +5.3% | 0.029% | |
11/8/2024 | Yardley Wealth Management LLC | 222,913 | $9.63M | 5.7% | N/A | 0.192% | |
11/7/2024 | Pathstone Holdings LLC | 1,677,054 | $72.43M | 0.3% | -0.8% | 1.442% | |
11/7/2024 | Phillips Financial Management LLC | 1,021,144 | $44.10M | 3.4% | +41.7% | 0.878% | |
11/7/2024 | Essential Planning LLC. | 192,546 | $8.32M | 3.4% | -2.4% | 0.166% | |
11/6/2024 | Spinnaker Investment Group LLC | 398,162 | $17.20M | 4.2% | -16.6% | 0.342% | |
11/6/2024 | SRS Capital Advisors Inc. | 670,490 | $28.96M | 2.6% | +1.6% | 0.577% | |
11/6/2024 | Heritage Investment Group Inc. | 64,623 | $2.79M | 0.5% | +7.0% | 0.056% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 16,374 | $707K | 0.0% | +212.9% | 0.014% | |
11/6/2024 | OneDigital Investment Advisors LLC | 2,429,125 | $104.91M | 1.2% | +5.3% | 2.089% | |
11/6/2024 | Main Street Financial Solutions LLC | 11,767 | $508K | 0.0% | N/A | 0.010% | |
11/5/2024 | Aptus Capital Advisors LLC | 36,968 | $1.60M | 0.0% | N/A | 0.032% | |
11/5/2024 | Apollon Wealth Management LLC | 11,958 | $516K | 0.0% | -4.4% | 0.010% | |
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11/5/2024 | Vestia Personal Wealth Advisors | 37,647 | $1.62M | 1.3% | +16.6% | 0.032% | |
11/5/2024 | Northwest Wealth Management LLC | 94,545 | $4.08M | 1.0% | +0.9% | 0.081% | |
11/4/2024 | TRU Independence Asset Management 2 LLC | 228,409 | $9.87M | 8.3% | N/A | 0.196% | |
11/4/2024 | Mitchell Mcleod Pugh & Williams Inc. | 10,070 | $435K | 0.1% | +23.7% | 0.009% | |
11/4/2024 | Baker Avenue Asset Management LP | 1,861,887 | $80.42M | 2.5% | +3.3% | 1.601% | |
11/4/2024 | Liberty Wealth Management LLC | 304,428 | $13.15M | 2.2% | -65.9% | 0.262% | |
11/4/2024 | FMB Wealth Management | 5,601 | $242K | 0.1% | N/A | 0.005% | |
11/4/2024 | Sigma Planning Corp | 12,705 | $549K | 0.0% | +3.3% | 0.011% | |
11/1/2024 | Tillman Hartley LLC | 468,752 | $20.25M | 6.0% | +23.1% | 0.403% | |
11/1/2024 | Rather & Kittrell Inc. | 859,022 | $37.10M | 9.1% | +10.9% | 0.739% | |
11/1/2024 | Assetmark Inc. | 664,501 | $28.70M | 0.1% | -2.1% | 0.571% | |
11/1/2024 | Washington Trust Advisors Inc. | 14,316 | $618K | 0.1% | +2.4% | 0.012% | |
11/1/2024 | Triune Financial Partners LLC | 21,913 | $946K | 0.3% | N/A | 0.019% | |
11/1/2024 | Physician Wealth Solutions Inc. | 473,284 | $19.87M | 9.7% | +132.1% | 0.407% | |
11/1/2024 | Aspire Wealth Management Corp | 779 | $34K | 0.0% | -72.8% | 0.001% | |
10/30/2024 | Beacon Financial Advisory LLC | 13,194 | $570K | 0.2% | -2.9% | 0.011% | |
10/30/2024 | Arista Wealth Management LLC | 49,703 | $2.15M | 0.5% | -3.2% | 0.043% | |
10/30/2024 | Rational Advisors LLC | 461,475 | $19.93M | 1.9% | -22.0% | 0.397% | |
10/29/2024 | Pure Financial Advisors LLC | 835,535 | $36.09M | 0.9% | +0.7% | 0.718% | |
10/29/2024 | Chicago Partners Investment Group LLC | 315,100 | $13.26M | 0.4% | +3.8% | 0.271% | |
10/29/2024 | Creative Capital Management Investments LLC | 889,177 | $38.40M | 16.1% | +13.3% | 0.765% | |
10/29/2024 | Farther Finance Advisors LLC | 168,598 | $7.28M | 0.3% | +168.4% | 0.145% | |
10/29/2024 | Oceanside Advisors LLC | 20,811 | $899K | 0.7% | +2.1% | 0.018% | |
10/28/2024 | Austin Wealth Management LLC | 213,590 | $9.20M | 2.0% | +3.6% | 0.184% | |
10/25/2024 | JFS Wealth Advisors LLC | 20,305 | $877K | 0.1% | N/A | 0.017% | |
10/25/2024 | Diversify Wealth Management LLC | 285,937 | $12.03M | 1.1% | -1.2% | 0.246% | |
10/25/2024 | Fort Vancouver Investment Management LLC | 136,129 | $5.88M | 5.1% | +162.6% | 0.117% | |
10/25/2024 | Schulz Wealth LTD. | 20,883 | $902K | 0.7% | +128.7% | 0.018% | |
10/25/2024 | PBMares Wealth Management LLC | 481,497 | $20.80M | 4.3% | +24.8% | 0.414% | |
10/25/2024 | SC&H Financial Advisors Inc. | 71,563 | $3.09M | 0.7% | +35.1% | 0.062% | |
10/24/2024 | TCP Asset Management LLC | 46,796 | $2.02M | 0.5% | +12.8% | 0.040% | |
10/24/2024 | Concord Wealth Partners | 179,676 | $7.76M | 1.3% | +11.0% | 0.154% | |
10/24/2024 | Gemmer Asset Management LLC | 5,162 | $223K | 0.0% | N/A | 0.004% | |
10/24/2024 | J.W. Cole Advisors Inc. | 8,064 | $348K | 0.0% | +10.9% | 0.007% | |
10/24/2024 | Bay Harbor Wealth Management LLC | 112,363 | $4.85M | 1.6% | +22.0% | 0.097% | |
10/24/2024 | Modera Wealth Management LLC | 15,201 | $657K | 0.0% | -6.5% | 0.013% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 281,840 | $12.17M | 0.0% | -8.1% | 0.242% | |
10/24/2024 | Arkadios Wealth Advisors | 54,491 | $2.35M | 0.1% | -18.0% | 0.047% | |
10/23/2024 | Allworth Financial LP | 1,297,097 | $56.02M | 0.3% | +2.1% | 1.115% | |
10/23/2024 | Strategic Investment Solutions Inc. IL | 117,245 | $5.06M | 1.5% | +14.5% | 0.101% | |
10/23/2024 | Silver Oak Securities Incorporated | 12,869 | $557K | 0.1% | +158.9% | 0.011% | |
10/23/2024 | Leading Edge Financial Planning LLC | 45,479 | $1.96M | 0.7% | +20.6% | 0.039% | |
10/23/2024 | Global Trust Asset Management LLC | 18,604 | $804K | 0.3% | -12.1% | 0.016% | |
10/22/2024 | BetterWealth LLC | 435,784 | $18.82M | 5.6% | +7.5% | 0.375% | |
10/22/2024 | Coston McIsaac & Partners | 5,714 | $246K | 0.1% | +4.9% | 0.005% | |
10/22/2024 | Ruedi Wealth Management Inc. | 242,003 | $10.45M | 3.6% | -15.9% | 0.208% | |
10/22/2024 | Plan Group Financial LLC | 119,598 | $5.17M | 2.7% | +8.3% | 0.103% | |
10/22/2024 | RCS Financial Planning LLC | 653,357 | $28.22M | 15.7% | +6.0% | 0.562% | |
10/22/2024 | Saxony Capital Management LLC | 37,639 | $1.63M | 1.5% | +3.4% | 0.032% | |
10/22/2024 | Private Advisor Group LLC | 81,684 | $3.53M | 0.0% | +32.0% | 0.070% | |
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10/22/2024 | Sequoia Financial Advisors LLC | 1,315,316 | $56.81M | 0.6% | +26.8% | 1.131% | |
10/21/2024 | Mattern Wealth Management LLC | 332,768 | $14.37M | 3.2% | -40.4% | 0.286% | |
10/21/2024 | Builder Investment Group Inc. ADV | 18,431 | $796K | 0.2% | +11.4% | 0.016% | |
10/21/2024 | Stewardship Advisors LLC | 35,670 | $1.54M | 0.4% | N/A | 0.031% | |
10/21/2024 | Eaton Cambridge Inc. | 5,744 | $248K | 0.1% | +8.6% | 0.005% | |
10/21/2024 | Asset Planning Corporation | 439,338 | $18.98M | 12.4% | +60.2% | 0.378% | |
10/21/2024 | Financial Symmetry Inc | 50,636 | $2.19M | 1.5% | +39.4% | 0.044% | |
10/21/2024 | Mills Wealth Advisors LLC | 43,501 | $1.88M | 1.3% | -28.0% | 0.037% | |
10/19/2024 | One Degree Advisors Inc | 228,395 | $9.88M | 4.2% | N/A | 0.196% | |
10/19/2024 | Midwest Heritage Bank FSB | 103,334 | $4.46M | 2.1% | -4.7% | 0.089% | |