1/21/2025 | Rockwood Wealth Management LLC | 1,295,263 | $33.92M | 3.7% | +32.1% | 0.925% | |
1/21/2025 | KFG Wealth Management LLC | 156,923 | $4.11M | 0.8% | +37.5% | 0.112% | |
1/21/2025 | CFS Investment Advisory Services LLC | 91,276 | $2.39M | 0.2% | -2.0% | 0.065% | |
1/21/2025 | SJS Investment Consulting Inc. | 132,342 | $3.47M | 0.6% | +8.4% | 0.095% | |
1/21/2025 | Geneos Wealth Management Inc. | 147,067 | $3.85M | 0.1% | N/A | 0.105% | |
1/21/2025 | RFG Advisory LLC | 15,476 | $405K | 0.0% | -44.2% | 0.011% | |
1/21/2025 | Brighton Jones LLC | 843,054 | $22.08M | 0.6% | +19.2% | 0.602% | |
1/17/2025 | Edge Financial Advisors LLC | 75,546 | $1.98M | 1.8% | +2.9% | 0.054% | |
1/17/2025 | Avior Wealth Management LLC | 82,119 | $2.15M | 0.1% | +2.6% | 0.059% | |
1/17/2025 | Peterson Wealth Advisors LLC | 122,665 | $3.22M | 0.6% | +73.7% | 0.088% | |
|
1/17/2025 | Kraft Asset Management LLC | 22,045 | $571K | 0.4% | +105.1% | 0.016% | |
1/17/2025 | LifeGuide Financial Advisors LLC | 124,074 | $3.25M | 1.4% | +4.6% | 0.089% | |
1/17/2025 | Capstone Wealth Management LLC | 44,020 | $1.15M | 1.1% | N/A | 0.031% | |
1/17/2025 | Signature Resources Capital Management LLC | 94,457 | $2.47M | 2.2% | -3.0% | 0.067% | |
1/16/2025 | Lam Group Inc. | 15,000 | $393K | 0.3% | N/A | 0.011% | |
1/16/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 197,443 | $5.17M | 1.2% | +45.1% | 0.141% | |
1/16/2025 | Gemmer Asset Management LLC | 27,044 | $708K | 0.1% | +2.9% | 0.019% | |
1/16/2025 | Shore Point Advisors LLC | 59,797 | $1.57M | 0.8% | -14.8% | 0.043% | |
1/16/2025 | Meritas Wealth Management LLC | 48,375 | $1.27M | 0.8% | +1.3% | 0.035% | |
1/16/2025 | Bridgewater Advisors Inc. | 101,417 | $2.60M | 0.3% | -12.4% | 0.072% | |
1/16/2025 | Evanson Asset Management LLC | 470,601 | $12.33M | 0.9% | +8.6% | 0.336% | |
1/16/2025 | Client 1ST Advisory Group LLC | 231,342 | $6.06M | 2.3% | N/A | 0.165% | |
1/16/2025 | Brady Martz Wealth Solutions LLC | 145,610 | $3.73M | 0.9% | N/A | 0.104% | |
1/15/2025 | Krilogy Financial LLC | 291,846 | $7.64M | 0.5% | +8.7% | 0.208% | |
1/15/2025 | Arkadios Wealth Advisors | 9,022 | $236K | 0.0% | +4.8% | 0.006% | |
1/15/2025 | Helen Stephens Group LLC | 54,793 | $1.44M | 0.4% | -6.5% | 0.039% | |
1/15/2025 | 25 LLC | 27,625 | $723K | 0.3% | +4.1% | 0.020% | |
1/15/2025 | Andrews Lucia Wealth Management LLC | 15,432 | $434K | 0.3% | +8.1% | 0.011% | |
1/15/2025 | Kaye Capital Management | 8,970 | $235K | 0.1% | -5.0% | 0.006% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 30,449 | $797K | 0.0% | +32.5% | 0.022% | |
1/15/2025 | RF&L Wealth Management LLC | 19,185 | $502K | 0.4% | +5.1% | 0.014% | |
1/15/2025 | Great Oak Capital Partners LLC | 1,028,189 | $26.07M | 8.7% | +4.1% | 0.734% | |
1/15/2025 | Total Wealth Planning LLC | 1,643,155 | $43.03M | 6.7% | +6.8% | 1.174% | |
1/15/2025 | Family Wealth Partners LLC | 285,671 | $7.48M | 3.6% | +24.9% | 0.204% | |
1/15/2025 | Seaside Wealth Management Inc. | 863,666 | $22.62M | 8.3% | +6.7% | 0.617% | |
1/15/2025 | JGP Wealth Management LLC | 382,538 | $10.02M | 1.3% | +0.5% | 0.273% | |
1/14/2025 | Burney Co. | 11,199 | $293K | 0.0% | +9.1% | 0.008% | |
1/14/2025 | Apella Capital LLC | 1,398,252 | $36.62M | 1.4% | +26.8% | 0.999% | |
1/14/2025 | Park Avenue Securities LLC | 63,315 | $1.66M | 0.0% | +114.9% | 0.045% | |
1/14/2025 | Henrickson Nauta Wealth Advisors Inc. | 300,019 | $7.86M | 3.2% | +12.9% | 0.214% | |
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1/14/2025 | Fiduciary Financial Group LLC | 29,301 | $749K | 0.2% | +15.6% | 0.021% | |
1/13/2025 | AdvisorNet Financial Inc | 499,410 | $13.08M | 1.1% | +3.2% | 0.357% | |
1/13/2025 | Emprise Bank | 349,739 | $9.16M | 5.2% | +6.1% | 0.250% | |
1/13/2025 | Boyce & Associates Wealth Consulting Inc. | 7,688 | $201K | 0.2% | N/A | 0.005% | |
1/10/2025 | Fortitude Family Office LLC | 264,080 | $6.92M | 2.5% | +26.4% | 0.189% | |
1/7/2025 | Strathmore Capital Advisors Inc. | 17,335 | $454K | 0.3% | N/A | 0.012% | |
1/6/2025 | Ridgeline Wealth LLC | 29,799 | $780K | 0.6% | N/A | 0.021% | |
1/6/2025 | ShankerValleau Wealth Advisors Inc. | 81,727 | $2.14M | 0.7% | +6.3% | 0.058% | |
1/6/2025 | O Connor Financial Group LLC | 210,101 | $5.50M | 2.9% | +3.0% | 0.150% | |
1/6/2025 | Hiley Hunt Wealth Management | 212,641 | $5.57M | 3.1% | +7.8% | 0.152% | |
1/3/2025 | Versant Capital Management Inc | 154,898 | $4.06M | 0.9% | +3.6% | 0.111% | |
1/2/2025 | Peirce Capital Management LLC | 446,817 | $11.70M | 6.0% | +3.5% | 0.319% | |
1/2/2025 | Trust Co of the South | 122,757 | $3.22M | 0.7% | +20.2% | 0.088% | |
12/26/2024 | JPMorgan Chase & Co. | 176,000 | $4.95M | 0.0% | -77.9% | 0.126% | |
12/17/2024 | Hiley Hunt Wealth Management | 197,263 | $5.55M | 3.2% | +3.6% | 0.141% | |
11/26/2024 | Peapack Gladstone Financial Corp | 318,746 | $8.97M | 0.1% | +11.1% | 0.228% | |
11/22/2024 | Capstone Capital LLC | 479,393 | $13.50M | 11.2% | +0.4% | 0.342% | |
11/19/2024 | Ballentine Capital Advisors Inc | 510,306 | $14.37M | 7.2% | +0.8% | 0.365% | |
11/19/2024 | Discipline Wealth Solutions LLC | 248,791 | $7.00M | 3.7% | +17.1% | 0.178% | |
11/18/2024 | Rehmann Capital Advisory Group | 157,300 | $4.47M | 0.3% | +1.7% | 0.112% | |
11/18/2024 | Hobbs Group Advisors LLC | 4,500 | $127K | 0.0% | N/A | 0.003% | |
11/15/2024 | Abel Hall LLC | 75,179 | $2.12M | 1.4% | -5.3% | 0.054% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 1,939 | $55K | 0.0% | +98.1% | 0.001% | |
11/15/2024 | MML Investors Services LLC | 474,771 | $13.37M | 0.0% | +18.3% | 0.339% | |
11/15/2024 | Passive Capital Management LLC. | 146,223 | $4.12M | 1.4% | +4.8% | 0.104% | |
11/15/2024 | Orion Portfolio Solutions LLC | 93,082 | $2.62M | 0.1% | +1.4% | 0.066% | |
11/15/2024 | EP Wealth Advisors LLC | 25,461 | $717K | 0.0% | -2.0% | 0.018% | |
11/15/2024 | Jane Street Group LLC | 1,083,038 | $30.49M | 0.0% | -41.5% | 0.774% | |
11/15/2024 | SYM FINANCIAL Corp | 8,374 | $236K | 0.0% | +10.5% | 0.006% | |
11/15/2024 | SageView Advisory Group LLC | 39,796 | $1.12M | 0.1% | +2.1% | 0.028% | |
11/15/2024 | Integrated Wealth Concepts LLC | 25,899 | $729K | 0.0% | +15.5% | 0.018% | |
11/15/2024 | HighTower Advisors LLC | 3,993,410 | $112.41M | 0.2% | +0.7% | 2.852% | |
11/15/2024 | Hill Investment Group Partners LLC | 1,577,993 | $42.27M | 5.8% | +0.1% | 1.127% | |
11/15/2024 | True Wealth Design LLC | 18,199 | $512K | 0.2% | -90.2% | 0.013% | |
11/14/2024 | Flow Traders U.S. LLC | 84,845 | $2.39M | 0.1% | -59.0% | 0.061% | |
11/14/2024 | Captrust Financial Advisors | 87,727 | $2.47M | 0.0% | +7.6% | 0.063% | |
11/14/2024 | Financial Counselors Inc. | 116,438 | $3.28M | 0.0% | +128.6% | 0.083% | |
11/14/2024 | CreativeOne Wealth LLC | 18,167 | $511K | 0.0% | +101.3% | 0.013% | |
11/14/2024 | Cravens & Co Advisors LLC | 348,663 | $9.82M | 7.6% | -1.6% | 0.249% | |
11/13/2024 | Freedom Investment Management Inc. | 8,472 | $238K | 0.0% | +9.5% | 0.006% | |
11/13/2024 | RS Crum Inc. | 605,574 | $17.05M | 4.0% | +9.0% | 0.433% | |
11/13/2024 | Townsquare Capital LLC | 21,371 | $602K | 0.0% | +6.0% | 0.015% | |
11/13/2024 | Carlson Capital Management | 2,234,055 | $62.89M | 2.7% | +10.8% | 1.596% | |
11/13/2024 | FMR LLC | 6,483 | $183K | 0.0% | +12.7% | 0.005% | |
11/13/2024 | Bank of Montreal Can | 1,081,210 | $30.74M | 0.0% | +11.5% | 0.772% | |
11/12/2024 | Truepoint Inc. | 4,437,796 | $124.92M | 3.4% | +4.8% | 3.170% | |
11/12/2024 | Advisory Services & Investments LLC | 385,392 | $10.85M | 7.4% | -5.5% | 0.275% | |
11/12/2024 | Keyes Stange & Wooten Wealth Management LLC | 74,363 | $2.09M | 1.2% | -1.8% | 0.053% | |
11/12/2024 | Nwam LLC | 26,410 | $743K | 0.0% | N/A | 0.019% | |
11/12/2024 | Studio Investment Management LLC | 212,673 | $5.99M | 1.3% | +10.0% | 0.152% | |
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11/12/2024 | CFS Investment Advisory Services LLC | 93,171 | $2.62M | 0.2% | -2.8% | 0.067% | |
11/12/2024 | RW Investment Management LLC | 1,734,657 | $48.83M | 6.1% | +3.3% | 1.239% | |
11/8/2024 | EverSource Wealth Advisors LLC | 61,809 | $1.74M | 0.1% | +3.0% | 0.044% | |
11/8/2024 | Avior Wealth Management LLC | 80,043 | $2.25M | 0.1% | +8.2% | 0.057% | |
11/8/2024 | Equita Financial Network Inc. | 439,171 | $12.36M | 4.5% | +12.9% | 0.314% | |
11/7/2024 | Caprock Group LLC | 16,401 | $462K | 0.0% | +118.4% | 0.012% | |
11/7/2024 | EnRich Financial Partners LLC | 1,139,946 | $32.09M | 10.7% | +4.7% | 0.814% | |
11/7/2024 | Strengthening Families & Communities LLC | 73,837 | $2.08M | 0.5% | +12.1% | 0.053% | |
11/7/2024 | Phillips Financial Management LLC | 680,988 | $19.17M | 1.5% | +11.2% | 0.486% | |
11/6/2024 | SRS Capital Advisors Inc. | 552,006 | $15.54M | 1.4% | +1.6% | 0.394% | |