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% | |
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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% | |
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% | |
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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% | |
11/6/2024 | Straight Path Wealth Management | 302,966 | $8.53M | 3.7% | +8.7% | 0.216% | |
11/6/2024 | Heritage Investment Group Inc. | 434,253 | $12.22M | 2.3% | +7.7% | 0.310% | |
11/6/2024 | Squire Investment Management Company LLC | 280,669 | $7.90M | 3.8% | +24.9% | 0.200% | |
11/6/2024 | OneDigital Investment Advisors LLC | 939,770 | $26.46M | 0.3% | +74.8% | 0.671% | |
11/6/2024 | Wealthstream Advisors Inc. | 1,366,672 | $38.47M | 7.0% | +113.2% | 0.976% | |
11/5/2024 | Hassell Wealth Management LLC | 372,330 | $10.11M | 4.2% | +10.0% | 0.266% | |
11/5/2024 | Savvy Advisors Inc. | 124,422 | $3.50M | 0.7% | N/A | 0.089% | |
11/5/2024 | Apollon Wealth Management LLC | 113,582 | $3.20M | 0.1% | -0.9% | 0.081% | |
11/5/2024 | Vestia Personal Wealth Advisors | 104,930 | $2.96M | 2.4% | +6.6% | 0.075% | |
11/5/2024 | Northwest Wealth Management LLC | 97,089 | $2.73M | 0.6% | +55.1% | 0.069% | |
11/4/2024 | TRU Independence Asset Management 2 LLC | 9,510 | $268K | 0.2% | N/A | 0.007% | |
11/4/2024 | Oakwell Private Wealth Management LLC | 1,131,252 | $31.85M | 9.2% | -4.8% | 0.808% | |
11/4/2024 | VeraBank N.A. | 194,059 | $5.46M | 1.6% | +1.3% | 0.139% | |
11/4/2024 | HTG Investment Advisors Inc. | 275,926 | $7.77M | 3.7% | +4.7% | 0.197% | |
11/4/2024 | Liberty Wealth Management LLC | 242,436 | $6.83M | 1.2% | -43.5% | 0.173% | |
11/4/2024 | FMB Wealth Management | 35,098 | $988K | 0.6% | +63.9% | 0.025% | |
11/2/2024 | Austin Asset Management Co Inc | 84,308 | $2.37M | 0.5% | +45.4% | 0.060% | |
11/1/2024 | Tillman Hartley LLC | 272,499 | $7.67M | 2.3% | +18.8% | 0.195% | |
11/1/2024 | Rather & Kittrell Inc. | 724,436 | $20.39M | 5.0% | +9.2% | 0.517% | |
11/1/2024 | Rockbridge Investment Management LCC | 541,921 | $15.26M | 2.0% | +133.1% | 0.387% | |
11/1/2024 | Cahill Wealth Management LLC | 60,871 | $1.71M | 0.9% | +13.3% | 0.043% | |
11/1/2024 | Lauterbach Financial Advisors LLC | 11,043 | $311K | 0.2% | N/A | 0.008% | |
11/1/2024 | Physician Wealth Solutions Inc. | 379,198 | $10.32M | 5.0% | +9.5% | 0.271% | |
11/1/2024 | Capital Performance Advisors LLP | 11,642 | $328K | 0.1% | N/A | 0.008% | |
11/1/2024 | Vista Capital Partners Inc. | 22,766 | $641K | 0.1% | N/A | 0.016% | |
10/31/2024 | Bridgewater Advisors Inc. | 115,819 | $3.17M | 0.3% | +6.2% | 0.083% | |
10/31/2024 | JNBA Financial Advisors | 159,192 | $4.48M | 0.5% | -15.5% | 0.114% | |
10/31/2024 | American Capital Advisory LLC | 63,863 | $1.80M | 1.0% | +4.8% | 0.046% | |
10/31/2024 | Gordian Advisors LLC | 14,990 | $422K | 0.3% | +49.7% | 0.011% | |
10/30/2024 | W.H. Cornerstone Investments Inc. | 64,190 | $1.81M | 1.2% | +67.4% | 0.046% | |
10/30/2024 | Lutz Financial Services LLC | 180,512 | $5.08M | 0.4% | +5.0% | 0.129% | |
10/29/2024 | Forum Financial Management LP | 15,566,049 | $438.18M | 7.3% | +3.3% | 11.119% | |
10/29/2024 | Private Wealth Management Group LLC | 411,658 | $11.59M | 4.6% | +7.0% | 0.294% | |
10/29/2024 | Angeles Wealth Management LLC | 9,505 | $268K | 0.0% | -25.6% | 0.007% | |
10/29/2024 | Symmetry Partners LLC | 94,734 | $2.67M | 0.6% | N/A | 0.068% | |
10/29/2024 | Chicago Partners Investment Group LLC | 19,922 | $548K | 0.0% | -17.6% | 0.014% | |
10/29/2024 | Farther Finance Advisors LLC | 26,791 | $754K | 0.0% | +34.0% | 0.019% | |
10/28/2024 | Austin Wealth Management LLC | 455,640 | $12.90M | 2.8% | -4.0% | 0.325% | |
10/25/2024 | Seaside Wealth Management Inc. | 809,493 | $22.79M | 8.6% | +4.6% | 0.578% | |
10/25/2024 | JFS Wealth Advisors LLC | 40,989 | $1.15M | 0.1% | +26.2% | 0.029% | |
10/25/2024 | Edge Financial Advisors LLC | 73,429 | $2.07M | 1.8% | N/A | 0.052% | |
10/25/2024 | Your Advocates Ltd. LLP | 853,110 | $24.02M | 9.4% | +3.4% | 0.609% | |
10/25/2024 | PBMares Wealth Management LLC | 158,048 | $4.45M | 0.9% | +8.8% | 0.113% | |
10/25/2024 | SC&H Financial Advisors Inc. | 164,473 | $4.63M | 1.0% | +6.7% | 0.117% | |
10/25/2024 | Fortitude Family Office LLC | 208,994 | $5.88M | 2.3% | +11.0% | 0.149% | |
10/25/2024 | Quarry Hill Advisors LLC | 196,502 | $5.53M | 3.7% | -12.5% | 0.140% | |
10/25/2024 | Geometric Wealth Advisors | 15,709 | $442K | 0.1% | -5.1% | 0.011% | |
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10/24/2024 | Gemmer Asset Management LLC | 26,271 | $740K | 0.1% | +6.8% | 0.019% | |
10/24/2024 | Greenspring Advisors LLC | 335,592 | $9.45M | 2.1% | +7.5% | 0.240% | |
10/24/2024 | Peterson Wealth Advisors LLC | 70,614 | $1.99M | 0.4% | +179.6% | 0.050% | |
10/24/2024 | Kooman & Associates | 895,330 | $25.20M | 9.3% | +5.3% | 0.640% | |
10/24/2024 | Modera Wealth Management LLC | 89,616 | $2.52M | 0.0% | -1.1% | 0.064% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 97,672 | $2.75M | 0.0% | +2.8% | 0.070% | |
10/24/2024 | Arkadios Wealth Advisors | 8,612 | $242K | 0.0% | -5.2% | 0.006% | |
10/24/2024 | Sageworth Trust Co | 446,191 | $12.56M | 0.7% | +4.5% | 0.319% | |
10/24/2024 | Sageworth Trust Co of South Dakota | 66,466 | $1.87M | 2.4% | +4.2% | 0.047% | |
10/23/2024 | Parcion Private Wealth LLC | 2,618,772 | $73.72M | 6.1% | +6.8% | 1.871% | |