11/19/2024 | McIlrath & Eck LLC | 235,769 | $11.26M | 1.4% | +341.5% | 0.404% | |
11/19/2024 | Invst LLC | 19,760 | $943K | 0.1% | +29.0% | 0.034% | |
11/15/2024 | MML Investors Services LLC | 52,317 | $2.50M | 0.0% | +13.2% | 0.090% | |
11/15/2024 | Passive Capital Management LLC. | 83,265 | $3.98M | 1.4% | +33.9% | 0.143% | |
11/15/2024 | Orion Portfolio Solutions LLC | 50,864 | $2.43M | 0.1% | -4.4% | 0.087% | |
11/15/2024 | Jane Street Group LLC | 14,154 | $676K | 0.0% | -96.6% | 0.024% | |
|
11/15/2024 | SageView Advisory Group LLC | 61,630 | $2.94M | 0.1% | +4.6% | 0.106% | |
11/15/2024 | Pinnacle Family Advisors LLC | 9,082 | $434K | 0.2% | +8.4% | 0.016% | |
11/15/2024 | Integrated Wealth Concepts LLC | 224,572 | $10.72M | 0.1% | +1.4% | 0.385% | |
11/15/2024 | HighTower Advisors LLC | 1,636,535 | $78.14M | 0.1% | +2.7% | 2.807% | |
11/14/2024 | CreativeOne Wealth LLC | 68,553 | $3.27M | 0.1% | +862.7% | 0.118% | |
11/13/2024 | WorthPointe LLC | 9,469 | $452K | 0.2% | +35.4% | 0.016% | |
11/13/2024 | Townsquare Capital LLC | 4,315 | $206K | 0.0% | -32.4% | 0.007% | |
11/13/2024 | Acorn Wealth Advisors LLC | 61,619 | $2.94M | 1.3% | -3.8% | 0.106% | |
11/12/2024 | Cerity Partners LLC | 9,936 | $474K | 0.0% | -2.6% | 0.017% | |
11/12/2024 | Keyes Stange & Wooten Wealth Management LLC | 422,800 | $20.18M | 12.0% | +51.4% | 0.725% | |
11/12/2024 | Nwam LLC | 14,676 | $701K | 0.0% | +4.3% | 0.025% | |
11/12/2024 | CFS Investment Advisory Services LLC | 156,264 | $7.46M | 0.6% | -0.7% | 0.268% | |
11/12/2024 | Concorde Asset Management LLC | 4,748 | $227K | 0.1% | -16.2% | 0.008% | |
11/12/2024 | Altiora Financial Group LLC | 733,706 | $35.03M | 7.7% | +37.9% | 1.259% | |
11/8/2024 | Yardley Wealth Management LLC | 175,254 | $8.37M | 5.0% | N/A | 0.301% | |
11/7/2024 | Phillips Financial Management LLC | 860,085 | $41.06M | 3.2% | +26.9% | 1.475% | |
11/7/2024 | Essential Planning LLC. | 67,011 | $3.20M | 1.3% | +15.6% | 0.115% | |
11/6/2024 | Straight Path Wealth Management | 9,518 | $454K | 0.2% | -91.3% | 0.016% | |
11/6/2024 | Heritage Investment Group Inc. | 131,356 | $6.27M | 1.2% | +7.1% | 0.225% | |
11/6/2024 | Squire Investment Management Company LLC | 75,006 | $3.58M | 1.7% | +34.8% | 0.129% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 7,000 | $334K | 0.0% | N/A | 0.012% | |
11/6/2024 | OneDigital Investment Advisors LLC | 2,391,290 | $114.16M | 1.3% | +9.8% | 4.102% | |
11/6/2024 | Diversified Portfolios Inc. | 421,197 | $20.11M | 2.3% | +981.9% | 0.722% | |
11/5/2024 | Aptus Capital Advisors LLC | 2,032 | $97K | 0.0% | N/A | 0.003% | |
11/5/2024 | Savvy Advisors Inc. | 8,490 | $405K | 0.1% | +77.6% | 0.015% | |
11/5/2024 | Apollon Wealth Management LLC | 64,670 | $3.09M | 0.1% | +0.4% | 0.111% | |
11/5/2024 | Vestia Personal Wealth Advisors | 19,072 | $911K | 0.7% | +29.0% | 0.033% | |
11/5/2024 | Northwest Wealth Management LLC | 148,866 | $7.11M | 1.7% | +76.1% | 0.255% | |
11/4/2024 | TRU Independence Asset Management 2 LLC | 217,092 | $10.36M | 8.7% | N/A | 0.372% | |
11/4/2024 | Disciplined Investments LLC | 92,612 | $4.42M | 2.2% | +83.9% | 0.159% | |
11/4/2024 | FMB Wealth Management | 48,331 | $2.31M | 1.3% | -2.5% | 0.083% | |
11/2/2024 | Austin Asset Management Co Inc | 10,015 | $478K | 0.1% | +12.2% | 0.017% | |
11/1/2024 | Tillman Hartley LLC | 156,350 | $7.46M | 2.2% | +13.6% | 0.268% | |
11/1/2024 | Rather & Kittrell Inc. | 730,650 | $34.88M | 8.5% | +10.3% | 1.253% | |
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11/1/2024 | Assetmark Inc. | 1,332,379 | $63.61M | 0.2% | -2.2% | 2.285% | |
11/1/2024 | Beta Wealth Group Inc. | 91,363 | $4.36M | 2.0% | -2.9% | 0.157% | |
11/1/2024 | Capital Performance Advisors LLP | 5,375 | $257K | 0.1% | -8.1% | 0.009% | |
10/30/2024 | Wheelhouse Advisory Group LLC | 47,075 | $2.25M | 1.5% | N/A | 0.081% | |
10/29/2024 | Pure Financial Advisors LLC | 144,723 | $6.91M | 0.2% | +0.5% | 0.248% | |
10/29/2024 | Chicago Partners Investment Group LLC | 127,681 | $6.04M | 0.2% | +3.5% | 0.219% | |
10/29/2024 | Farther Finance Advisors LLC | 57,246 | $2.73M | 0.1% | -6.5% | 0.098% | |
10/29/2024 | Oceanside Advisors LLC | 230,927 | $11.02M | 8.2% | +3.2% | 0.396% | |
10/28/2024 | Valued Wealth Advisors LLC | 359,098 | $17.14M | 11.1% | +2.9% | 0.616% | |
10/25/2024 | Seaside Wealth Management Inc. | 5,907 | $282K | 0.1% | +5.5% | 0.010% | |
10/25/2024 | Diversify Wealth Management LLC | 91,324 | $4.32M | 0.4% | -10.6% | 0.157% | |
10/25/2024 | PBMares Wealth Management LLC | 26,122 | $1.25M | 0.3% | -3.0% | 0.045% | |
10/25/2024 | SC&H Financial Advisors Inc. | 183,506 | $8.76M | 1.9% | +22.1% | 0.315% | |
10/25/2024 | Quarry Hill Advisors LLC | 24,604 | $1.18M | 0.8% | -10.0% | 0.042% | |
10/25/2024 | Geometric Wealth Advisors | 10,976 | $524K | 0.1% | -12.3% | 0.019% | |
10/25/2024 | Barry Investment Advisors LLC | 19,971 | $953K | 0.3% | +21.0% | 0.034% | |
10/24/2024 | TCI Wealth Advisors Inc. | 7,764 | $371K | 0.0% | -10.3% | 0.013% | |
10/24/2024 | TCP Asset Management LLC | 32,870 | $1.57M | 0.4% | +13.1% | 0.056% | |
10/24/2024 | Concord Wealth Partners | 155,707 | $7.43M | 1.2% | -6.7% | 0.267% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 24,464 | $1.17M | 0.2% | +126.3% | 0.042% | |
10/24/2024 | Bay Harbor Wealth Management LLC | 150,217 | $7.17M | 2.3% | +23.3% | 0.258% | |
10/24/2024 | Kooman & Associates | 126,979 | $6.06M | 2.2% | -1.1% | 0.218% | |
10/24/2024 | Modera Wealth Management LLC | 10,086 | $482K | 0.0% | -9.6% | 0.017% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 159,976 | $7.64M | 0.0% | -4.7% | 0.274% | |
10/23/2024 | Allworth Financial LP | 123,361 | $5.89M | 0.0% | -9.0% | 0.212% | |
10/23/2024 | Strategic Investment Solutions Inc. IL | 40,188 | $1.92M | 0.6% | +59.6% | 0.069% | |
10/23/2024 | Global Trust Asset Management LLC | 3,637 | $174K | 0.1% | -12.0% | 0.006% | |
10/23/2024 | Index Fund Advisors Inc. | 24,213 | $1.16M | 0.1% | +2.9% | 0.042% | |
10/23/2024 | Signature Resources Capital Management LLC | 274,963 | $13.13M | 12.0% | +1.4% | 0.472% | |
10/23/2024 | Dixon Fnancial Services Inc. | 8,426 | $402K | 0.2% | +17.9% | 0.014% | |
10/23/2024 | Onyx Financial Advisors LLC | 320,796 | $15.32M | 8.4% | +4.7% | 0.550% | |
10/22/2024 | RAM Investment Partners LLC | 584,589 | $27.91M | 7.3% | +6.7% | 1.003% | |
10/22/2024 | BetterWealth LLC | 18,912 | $903K | 0.3% | N/A | 0.032% | |
10/22/2024 | Ruedi Wealth Management Inc. | 597,050 | $28.50M | 9.8% | +63.1% | 1.024% | |
10/22/2024 | Maryland Capital Advisors Inc. | 53,863 | $2.57M | 1.2% | -1.7% | 0.092% | |
10/22/2024 | RCS Financial Planning LLC | 261,427 | $12.48M | 6.9% | +0.8% | 0.448% | |
10/22/2024 | Private Advisor Group LLC | 82,380 | $3.93M | 0.0% | +33.2% | 0.141% | |
10/22/2024 | Blossom Wealth Management | 13,477 | $643K | 1.3% | +6.1% | 0.023% | |
10/22/2024 | CPA Asset Management LLC | 131,715 | $6.29M | 3.0% | +19.4% | 0.226% | |
10/21/2024 | Mattern Wealth Management LLC | 548,677 | $26.19M | 5.8% | +6.7% | 0.941% | |
10/21/2024 | Builder Investment Group Inc. ADV | 4,225 | $202K | 0.1% | N/A | 0.007% | |
10/21/2024 | Stewardship Advisors LLC | 7,135 | $341K | 0.1% | N/A | 0.012% | |
10/19/2024 | One Degree Advisors Inc | 244,312 | $11.67M | 4.9% | +4,951.9% | 0.419% | |
10/19/2024 | Narus Financial Partners LLC | 35,406 | $1.69M | 0.6% | +48.8% | 0.061% | |
10/19/2024 | Cedrus LLC | 9,151 | $437K | 0.2% | N/A | 0.016% | |
10/18/2024 | Waypoint Capital Advisors LLC | 150,248 | $7.17M | 1.5% | +18.8% | 0.258% | |
10/18/2024 | Kraft Asset Management LLC | 6,806 | $325K | 0.3% | N/A | 0.012% | |
10/18/2024 | Lam Group Inc. | 7,830 | $374K | 0.3% | -17.9% | 0.013% | |
10/18/2024 | Commonwealth Equity Services LLC | 905,006 | $43.21M | 0.1% | +4.7% | 1.552% | |
10/17/2024 | Sax Wealth Advisors LLC | 547,674 | $26.15M | 2.3% | +4.2% | 0.939% | |
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10/17/2024 | RFG Advisory LLC | 451,119 | $21.54M | 0.7% | +2.6% | 0.774% | |
10/17/2024 | DiNuzzo Private Wealth Inc. | 1,998,729 | $95.42M | 11.8% | -0.1% | 3.428% | |
10/16/2024 | Rockwood Wealth Management LLC | 412,653 | $19.70M | 2.2% | +10.8% | 0.708% | |
10/16/2024 | Annapolis Financial Services LLC | 20,551 | $981K | 0.3% | -15.6% | 0.035% | |
10/16/2024 | Market Street Wealth Management Advisors LLC | 1,106,247 | $52.81M | 8.7% | +2.5% | 1.898% | |
10/16/2024 | Firethorn Wealth Partners LLC | 21,580 | $1.03M | 0.5% | +38.9% | 0.037% | |
10/16/2024 | BOS Asset Management LLC | 31,131 | $1.49M | 0.5% | +23.6% | 0.053% | |
10/15/2024 | Hutchens & Kramer Investment Management Group LLC | 46,303 | $2.21M | 1.2% | -14.3% | 0.079% | |
10/15/2024 | von Borstel & Associates Inc. | 80,593 | $3.85M | 2.2% | N/A | 0.138% | |
10/15/2024 | Aspect Partners LLC | 3,065 | $146K | 0.1% | N/A | 0.005% | |