11/18/2024 | Rehmann Capital Advisory Group | 19,809 | $826K | 0.1% | -5.4% | 0.008% | |
11/18/2024 | JDM Financial Group LLC | 1,207 | $50K | 0.0% | N/A | 0.000% | |
11/15/2024 | LRI Investments LLC | 22,382 | $968K | 0.1% | +153.9% | 0.009% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 67,227 | $2.80M | 0.9% | -1.3% | 0.026% | |
11/15/2024 | MML Investors Services LLC | 83,122 | $3.47M | 0.0% | +6.1% | 0.032% | |
11/15/2024 | Orion Portfolio Solutions LLC | 30,418 | $1.27M | 0.0% | +2.6% | 0.012% | |
|
11/15/2024 | EP Wealth Advisors LLC | 268,117 | $11.18M | 0.1% | +3.3% | 0.102% | |
11/15/2024 | Jane Street Group LLC | 26,510 | $1.11M | 0.0% | N/A | 0.010% | |
11/15/2024 | Stifel Financial Corp | 445,118 | $18.56M | 0.0% | +0.3% | 0.170% | |
11/15/2024 | Quantinno Capital Management LP | 36,416 | $1.52M | 0.0% | +135.8% | 0.014% | |
11/15/2024 | Integrated Wealth Concepts LLC | 980,262 | $40.87M | 0.5% | +1.1% | 0.374% | |
11/15/2024 | Investmark Advisory Group LLC | 489,753 | $20.42M | 9.9% | +2.4% | 0.187% | |
11/15/2024 | HighTower Advisors LLC | 4,912,648 | $204.80M | 0.3% | -1.9% | 1.876% | |
11/14/2024 | Kiely Wealth Advisory Group Inc. | 6,965 | $304K | 0.2% | N/A | 0.003% | |
11/14/2024 | Captrust Financial Advisors | 172,110 | $7.18M | 0.0% | +29.1% | 0.066% | |
11/14/2024 | Kingfisher Capital LLC | 14,237 | $594K | 0.1% | +95.9% | 0.005% | |
11/14/2024 | Rockefeller Capital Management L.P. | 95,758 | $3.99M | 0.0% | +8.7% | 0.037% | |
11/14/2024 | Teachers Insurance & Annuity Association of America | 22,672 | $945K | 1.4% | N/A | 0.009% | |
11/14/2024 | Financial Counselors Inc. | 19,337 | $806K | 0.0% | +1.4% | 0.007% | |
11/13/2024 | WorthPointe LLC | 585,093 | $24.39M | 10.3% | -0.1% | 0.223% | |
11/13/2024 | Freedom Investment Management Inc. | 52,775 | $2.20M | 0.2% | -11.3% | 0.020% | |
11/13/2024 | RS Crum Inc. | 416,363 | $17.36M | 4.1% | +7.0% | 0.159% | |
11/13/2024 | Carlson Capital Management | 37,065 | $1.55M | 0.1% | -8.7% | 0.014% | |
11/13/2024 | FMR LLC | 68,161 | $2.84M | 0.0% | +88.5% | 0.026% | |
11/13/2024 | D.A. Davidson & CO. | 17,718 | $739K | 0.0% | +5.7% | 0.007% | |
11/13/2024 | Truvestments Capital LLC | 716 | $30K | 0.0% | N/A | 0.000% | |
11/12/2024 | Larson Financial Group LLC | 354,000 | $14.76M | 0.8% | -2.1% | 0.135% | |
11/12/2024 | Wescott Financial Advisory Group LLC | 898,235 | $37.45M | 4.0% | +0.0% | 0.343% | |
11/12/2024 | Truepoint Inc. | 1,823,412 | $76.02M | 2.0% | -0.8% | 0.696% | |
11/12/2024 | Advisory Services & Investments LLC | 207,396 | $8.65M | 5.9% | -18.5% | 0.079% | |
11/12/2024 | M Holdings Securities Inc. | 108,989 | $4.54M | 1.1% | -90.8% | 0.042% | |
11/12/2024 | Cerity Partners LLC | 2,510,125 | $104.65M | 0.2% | +3.0% | 0.959% | |
11/12/2024 | Great Valley Advisor Group Inc. | 16,409 | $684K | 0.0% | -3.1% | 0.006% | |
11/12/2024 | CFS Investment Advisory Services LLC | 102,360 | $4.27M | 0.4% | -0.7% | 0.039% | |
11/12/2024 | RW Investment Management LLC | 1,357,995 | $56.62M | 7.0% | +1.1% | 0.519% | |
11/12/2024 | Running Point Capital Advisors LLC | 19,206 | $801K | 0.3% | -58.9% | 0.007% | |
11/8/2024 | Silver Oak Advisory Group Inc. | 28,373 | $1.18M | 0.6% | -4.8% | 0.011% | |
11/8/2024 | Bellwether Advisors LLC | 4,865 | $203K | 0.0% | N/A | 0.002% | |
11/8/2024 | Howe & Rusling Inc. | 3,677 | $153K | 0.0% | N/A | 0.001% | |
11/8/2024 | Summit Wealth Group LLC | 255,453 | $10.65M | 3.1% | +1,041.1% | 0.098% | |
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11/8/2024 | BIP Wealth LLC | 211,899 | $8.83M | 0.6% | +15.4% | 0.081% | |
11/7/2024 | Caprock Group LLC | 24,741 | $1.03M | 0.0% | +34.6% | 0.009% | |
11/7/2024 | Pathstone Holdings LLC | 1,463,212 | $61.01M | 0.3% | -0.9% | 0.559% | |
11/7/2024 | First Western Trust Bank | 11,048 | $461K | 0.0% | -2.9% | 0.004% | |
11/7/2024 | MAI Capital Management | 247,814 | $10.33M | 0.1% | -1.1% | 0.095% | |
11/6/2024 | Adero Partners LLC | 45,905 | $1.91M | 0.1% | -7.8% | 0.018% | |
11/6/2024 | Cassady Schiller Wealth Management LLC | 67,393 | $2.81M | 1.0% | -0.7% | 0.026% | |
11/6/2024 | Heritage Investment Group Inc. | 988,838 | $41.23M | 7.8% | -1.5% | 0.378% | |
11/6/2024 | Squire Investment Management Company LLC | 265,974 | $11.09M | 5.3% | +6.5% | 0.102% | |
11/6/2024 | OneDigital Investment Advisors LLC | 372,843 | $15.54M | 0.2% | +109.6% | 0.142% | |
11/6/2024 | Diversified Portfolios Inc. | 304,492 | $12.69M | 1.4% | -0.4% | 0.116% | |
11/6/2024 | Dopkins Wealth Management LLC | 281,099 | $11.72M | 9.5% | -34.7% | 0.107% | |
11/5/2024 | Aptus Capital Advisors LLC | 49,544 | $2.07M | 0.0% | -1.4% | 0.019% | |
11/5/2024 | Apollon Wealth Management LLC | 22,819 | $951K | 0.0% | -3.0% | 0.009% | |
11/5/2024 | Vestia Personal Wealth Advisors | 181,216 | $7.55M | 6.2% | +2.8% | 0.069% | |
11/5/2024 | Northwest Wealth Management LLC | 94,282 | $3.93M | 0.9% | +5.4% | 0.036% | |
11/4/2024 | tru Independence LLC | 21,852 | $911K | 0.3% | -7.2% | 0.008% | |
11/4/2024 | Addison Advisors LLC | 288,403 | $12.02M | 3.3% | +16.4% | 0.110% | |
11/4/2024 | TRU Independence Asset Management 2 LLC | 48,037 | $2.00M | 1.7% | N/A | 0.018% | |
11/4/2024 | 1900 Wealth Management LLC | 584,755 | $23.92M | 2.2% | +2.5% | 0.223% | |
11/4/2024 | Disciplined Investments LLC | 70,679 | $2.95M | 1.5% | -1.3% | 0.027% | |
11/2/2024 | Austin Asset Management Co Inc | 376,925 | $15.71M | 3.2% | -1.0% | 0.144% | |
11/1/2024 | Tillman Hartley LLC | 878,739 | $36.64M | 10.9% | +13.8% | 0.336% | |
11/1/2024 | Lauterbach Financial Advisors LLC | 268,656 | $11.20M | 6.8% | +0.6% | 0.103% | |
11/1/2024 | CWA Asset Management Group LLC | 13,503 | $563K | 0.0% | N/A | 0.005% | |
11/1/2024 | Triune Financial Partners LLC | 902,984 | $37.65M | 11.8% | N/A | 0.345% | |
11/1/2024 | Capital Performance Advisors LLP | 532,313 | $22.19M | 6.7% | +1.3% | 0.203% | |
11/1/2024 | Stone Point Wealth LLC | 51,332 | $2.14M | 0.7% | -0.8% | 0.020% | |
10/31/2024 | Washington Trust Bank | 5,271 | $220K | 0.0% | N/A | 0.002% | |
10/31/2024 | Bridgewater Advisors Inc. | 256,551 | $10.72M | 1.1% | +0.9% | 0.098% | |
10/31/2024 | Wealth Architects LLC | 701,948 | $29.26M | 3.3% | -1.5% | 0.268% | |
10/31/2024 | American Capital Advisory LLC | 2,092 | $87K | 0.1% | +3,386.7% | 0.001% | |
10/30/2024 | RTD Financial Advisors Inc. | 284,699 | $11.87M | 1.5% | -0.7% | 0.109% | |
10/30/2024 | M Financial Asset Management Inc. | 146,926 | $6.13M | 23.8% | -21.5% | 0.056% | |
10/30/2024 | Beacon Financial Advisory LLC | 39,493 | $1.65M | 0.6% | +3.2% | 0.015% | |
10/30/2024 | Tobias Financial Advisors Inc. | 217,734 | $9.08M | 1.8% | -0.3% | 0.083% | |
10/30/2024 | QRG Capital Management Inc. | 18,319 | $764K | 0.0% | +93.7% | 0.007% | |
10/30/2024 | Lutz Financial Services LLC | 137,477 | $5.73M | 0.5% | -0.2% | 0.053% | |
10/29/2024 | Forum Financial Management LP | 1,222,203 | $50.95M | 0.8% | -3.1% | 0.467% | |
10/29/2024 | Angeles Wealth Management LLC | 55,598 | $2.32M | 0.2% | -9.5% | 0.021% | |
10/29/2024 | Confluence Wealth Services Inc. | 175,632 | $7.32M | 0.5% | +9.5% | 0.067% | |
10/29/2024 | Pure Financial Advisors LLC | 17,833 | $743K | 0.0% | +23.9% | 0.007% | |
10/29/2024 | Sollinda Capital Management LLC | 12,675 | $528K | 0.1% | -6.4% | 0.005% | |
10/29/2024 | Symmetry Partners LLC | 612,574 | $25.54M | 6.1% | -47.7% | 0.234% | |
10/29/2024 | Chicago Partners Investment Group LLC | 48,194 | $2.02M | 0.1% | -18.4% | 0.018% | |
10/29/2024 | Farther Finance Advisors LLC | 425,551 | $17.74M | 0.7% | +140.8% | 0.163% | |
10/28/2024 | Murphy Pohlad Asset Management LLC | 4,920 | $205K | 0.1% | N/A | 0.002% | |
10/28/2024 | Fonville Wealth Management LLC | 57,974 | $2.42M | 0.8% | -1.5% | 0.022% | |
10/28/2024 | US Bancorp DE | 67,064 | $2.80M | 0.0% | +7.4% | 0.026% | |
10/25/2024 | Voisard Asset Management Group Inc. | 12,944 | $540K | 0.2% | N/A | 0.005% | |
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10/25/2024 | JFS Wealth Advisors LLC | 179,655 | $7.49M | 0.5% | -0.6% | 0.069% | |
10/25/2024 | Intelligent Financial Strategies | 116,633 | $4.86M | 2.7% | -2.4% | 0.045% | |
10/25/2024 | Nicholas Hoffman & Company LLC. | 67,358 | $2.81M | 0.1% | -1.0% | 0.026% | |
10/25/2024 | PBMares Wealth Management LLC | 384,238 | $16.02M | 3.3% | +0.5% | 0.147% | |
10/24/2024 | TCI Wealth Advisors Inc. | 2,243,112 | $93.52M | 7.9% | +3.2% | 0.857% | |
10/24/2024 | Lauer Wealth LLC | 10,650 | $447K | 0.3% | +36.8% | 0.004% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 34,398 | $1.43M | 0.2% | +9.1% | 0.013% | |
10/24/2024 | Salomon & Ludwin LLC | 1,929 | $80K | 0.0% | -35.6% | 0.001% | |
10/24/2024 | TruNorth Capital Management LLC | 164,662 | $6.87M | 2.0% | +0.9% | 0.063% | |
10/24/2024 | Kooman & Associates | 419,033 | $17.47M | 6.5% | +4.0% | 0.160% | |