11/18/2024 | Rehmann Capital Advisory Group | 34,911 | $1.19M | 0.1% | +4.0% | 0.020% | |
11/15/2024 | LRI Investments LLC | 9,752 | $339K | 0.0% | N/A | 0.006% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 56,893 | $1.94M | 0.6% | +5.2% | 0.033% | |
11/15/2024 | MML Investors Services LLC | 70,424 | $2.40M | 0.0% | +2.8% | 0.041% | |
11/15/2024 | Orion Portfolio Solutions LLC | 33,133 | $1.13M | 0.0% | -12.9% | 0.019% | |
11/15/2024 | EP Wealth Advisors LLC | 10,443 | $356K | 0.0% | N/A | 0.006% | |
|
11/15/2024 | Jane Street Group LLC | 29,078 | $991K | 0.0% | +76.4% | 0.017% | |
11/15/2024 | WESCAP Management Group Inc. | 151,246 | $5.15M | 1.3% | +37.7% | 0.088% | |
11/15/2024 | Stifel Financial Corp | 502,228 | $17.11M | 0.0% | -1.0% | 0.291% | |
11/15/2024 | SageView Advisory Group LLC | 56,568 | $1.93M | 0.1% | -1.2% | 0.033% | |
11/15/2024 | Intrepid Capital Management Inc. | 326,411 | $11.12M | 6.2% | +7.0% | 0.189% | |
11/15/2024 | Integrated Wealth Concepts LLC | 124,455 | $4.24M | 0.1% | -0.4% | 0.072% | |
11/15/2024 | Investmark Advisory Group LLC | 90,873 | $3.10M | 1.5% | +0.5% | 0.053% | |
11/15/2024 | HighTower Advisors LLC | 2,433,746 | $82.94M | 0.1% | +1.7% | 1.413% | |
11/15/2024 | True Wealth Design LLC | 770,937 | $26.27M | 10.3% | -18.0% | 0.447% | |
11/14/2024 | Flow Traders U.S. LLC | 10,747 | $366K | 0.0% | N/A | 0.006% | |
11/14/2024 | Captrust Financial Advisors | 1,827,266 | $62.26M | 0.2% | -2.2% | 1.061% | |
11/14/2024 | Kingfisher Capital LLC | 21,351 | $727K | 0.2% | +67.4% | 0.012% | |
11/14/2024 | Rockefeller Capital Management L.P. | 139,479 | $4.75M | 0.0% | +1.2% | 0.081% | |
11/14/2024 | CreativeOne Wealth LLC | 58,704 | $2M | 0.1% | N/A | 0.034% | |
11/13/2024 | Freedom Investment Management Inc. | 1,443,077 | $49.17M | 3.9% | +38.6% | 0.838% | |
11/13/2024 | Townsquare Capital LLC | 12,811 | $436K | 0.0% | N/A | 0.007% | |
11/13/2024 | Carlson Capital Management | 80,729 | $2.75M | 0.1% | -12.5% | 0.047% | |
11/13/2024 | Bank of Montreal Can | 2,035,864 | $69.12M | 0.0% | +6.6% | 1.182% | |
11/12/2024 | Kingsview Wealth Management LLC | 89,750 | $3.06M | 0.1% | +13.2% | 0.052% | |
11/12/2024 | Alesco Advisors LLC | 2,653,316 | $90.40M | 2.8% | -0.8% | 1.540% | |
11/12/2024 | Nwam LLC | 46,573 | $1.59M | 0.1% | N/A | 0.027% | |
11/12/2024 | Raymond James Trust N.A. | 13,476 | $459K | 0.0% | +22.9% | 0.008% | |
11/12/2024 | Altiora Financial Group LLC | 163,629 | $5.58M | 1.2% | +122.0% | 0.095% | |
11/12/2024 | L & S Advisors Inc | 103,998 | $3.54M | 0.4% | -3.8% | 0.060% | |
11/12/2024 | RW Investment Management LLC | 70,125 | $2.39M | 0.3% | N/A | 0.041% | |
11/8/2024 | EverSource Wealth Advisors LLC | 148,852 | $5.07M | 0.3% | +8.3% | 0.086% | |
11/8/2024 | Summit Wealth Group LLC | 62,865 | $2.14M | 0.6% | N/A | 0.036% | |
11/7/2024 | Caprock Group LLC | 113,681 | $3.87M | 0.1% | +90.5% | 0.066% | |
11/7/2024 | Pathstone Holdings LLC | 2,083,300 | $70.98M | 0.3% | +1.1% | 1.209% | |
11/7/2024 | EnRich Financial Partners LLC | 19,355 | $659K | 0.2% | -3.7% | 0.011% | |
11/7/2024 | MB Generational Wealth LLC | 544,316 | $18.55M | 13.4% | -0.2% | 0.316% | |
11/7/2024 | Phillips Financial Management LLC | 491,990 | $16.76M | 1.3% | +26.3% | 0.286% | |
11/7/2024 | Envision Financial Planning LLC | 400,508 | $13.65M | 7.2% | +160.8% | 0.232% | |
11/6/2024 | Adero Partners LLC | 6,737,103 | $229.53M | 15.2% | -0.2% | 3.910% | |
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11/6/2024 | Squire Investment Management Company LLC | 7,185 | $245K | 0.1% | N/A | 0.004% | |
11/6/2024 | OneDigital Investment Advisors LLC | 1,308,301 | $44.57M | 0.5% | -4.6% | 0.759% | |
11/6/2024 | Intelligence Driven Advisers LLC | 206,352 | $7.03M | 1.0% | -13.2% | 0.120% | |
11/6/2024 | Wealthstream Advisors Inc. | 911,695 | $31.06M | 5.6% | N/A | 0.529% | |
11/6/2024 | Dopkins Wealth Management LLC | 10,628 | $362K | 0.3% | -43.3% | 0.006% | |
11/5/2024 | Aptus Capital Advisors LLC | 2,735 | $93K | 0.0% | +447.0% | 0.002% | |
11/5/2024 | Harbour Investments Inc. | 58,038 | $1.98M | 0.1% | +260.5% | 0.034% | |
11/5/2024 | Northwest Wealth Management LLC | 27,216 | $927K | 0.2% | +106.9% | 0.016% | |
11/4/2024 | tru Independence LLC | 109,465 | $3.73M | 1.1% | +7.4% | 0.064% | |
11/4/2024 | TRU Independence Asset Management 2 LLC | 17,444 | $594K | 0.5% | N/A | 0.010% | |
11/4/2024 | Disciplined Investments LLC | 38,695 | $1.32M | 0.7% | +106.6% | 0.022% | |
11/4/2024 | Liberty Wealth Management LLC | 791,209 | $26.96M | 4.6% | -47.3% | 0.459% | |
11/2/2024 | Retirement Solution LLC | 689,267 | $23.50M | 5.7% | -2.6% | 0.400% | |
11/2/2024 | Austin Asset Management Co Inc | 187,912 | $6.40M | 1.3% | +260.3% | 0.109% | |
11/1/2024 | Lauterbach Financial Advisors LLC | 6,166 | $210K | 0.1% | N/A | 0.004% | |
11/1/2024 | Capital Performance Advisors LLP | 4,550 | $155K | 0.0% | N/A | 0.003% | |
10/31/2024 | Bridgewater Advisors Inc. | 456,654 | $15.63M | 1.6% | +8.1% | 0.265% | |
10/31/2024 | Exencial Wealth Advisors LLC | 560,920 | $19.11M | 0.7% | +8.8% | 0.326% | |
10/31/2024 | American Capital Advisory LLC | 3,415 | $116K | 0.1% | +354.7% | 0.002% | |
10/30/2024 | Beacon Financial Advisory LLC | 12,207 | $416K | 0.1% | +26.2% | 0.007% | |
10/30/2024 | Millburn Ridgefield Corp | 1,025,382 | $34.94M | 0.9% | -0.2% | 0.595% | |
10/30/2024 | Lutz Financial Services LLC | 460,722 | $15.70M | 1.3% | +3.1% | 0.267% | |
10/29/2024 | Forum Financial Management LP | 6,842,864 | $233.14M | 3.9% | +2.4% | 3.971% | |
10/29/2024 | Angeles Wealth Management LLC | 27,500 | $937K | 0.1% | +17.4% | 0.016% | |
10/29/2024 | Glassy Mountain Advisors Inc. | 8,810 | $300K | 0.1% | +11.4% | 0.005% | |
10/29/2024 | REDW Wealth LLC | 375,005 | $12.78M | 3.3% | -4.0% | 0.218% | |
10/29/2024 | Pure Financial Advisors LLC | 4,628,551 | $157.70M | 3.8% | +35.0% | 2.686% | |
10/29/2024 | Sollinda Capital Management LLC | 103,604 | $3.53M | 1.0% | +1.1% | 0.060% | |
10/29/2024 | Chicago Partners Investment Group LLC | 946,950 | $32.56M | 1.1% | +28.4% | 0.550% | |
10/29/2024 | Farther Finance Advisors LLC | 89,083 | $3.04M | 0.1% | +195.2% | 0.052% | |
10/29/2024 | Oceanside Advisors LLC | 522,383 | $17.80M | 13.3% | +1.8% | 0.303% | |
10/28/2024 | Summit Wealth Partners LLC | 15,692 | $535K | 0.1% | +6.2% | 0.009% | |
10/28/2024 | HM Payson & Co. | 6,100 | $208K | 0.0% | -56.6% | 0.004% | |
10/25/2024 | Pinnacle Associates Ltd. | 386,562 | $13.17M | 0.2% | +3.4% | 0.224% | |
10/25/2024 | Edge Financial Advisors LLC | 71,561 | $2.44M | 2.2% | N/A | 0.042% | |
10/25/2024 | Fidelis Capital Partners LLC | 28,637 | $985K | 0.1% | +58.2% | 0.017% | |
10/25/2024 | PBMares Wealth Management LLC | 486,517 | $16.58M | 3.5% | +30.1% | 0.282% | |
10/25/2024 | Fortitude Family Office LLC | 2,673 | $91K | 0.0% | N/A | 0.002% | |
10/24/2024 | TCI Wealth Advisors Inc. | 601,099 | $20.48M | 1.7% | +22.4% | 0.349% | |
10/24/2024 | TCP Asset Management LLC | 348,874 | $11.89M | 2.7% | +1.1% | 0.202% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 11,441 | $390K | 0.1% | +23.6% | 0.007% | |
10/24/2024 | Gemmer Asset Management LLC | 290,552 | $9.90M | 1.0% | +3.9% | 0.169% | |
10/24/2024 | Hibernia Wealth Partners LLC | 6,924 | $236K | 0.1% | N/A | 0.004% | |
10/24/2024 | Fischer Investment Strategies LLC | 460,479 | $15.69M | 13.5% | -11.9% | 0.267% | |
10/24/2024 | Kooman & Associates | 405,599 | $13.82M | 5.1% | +2.6% | 0.235% | |
10/24/2024 | Mattern Capital Management LLC | 8,971 | $306K | 0.0% | N/A | 0.005% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 2,567,212 | $87.47M | 0.2% | +21.4% | 1.490% | |
10/24/2024 | Arkadios Wealth Advisors | 200,072 | $6.82M | 0.4% | +20.7% | 0.116% | |
10/23/2024 | Allworth Financial LP | 782,391 | $26.66M | 0.2% | +22.2% | 0.454% | |
10/23/2024 | Strategic Investment Solutions Inc. IL | 493,242 | $16.81M | 5.0% | +5.2% | 0.286% | |
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10/23/2024 | Leading Edge Financial Planning LLC | 767,529 | $26.15M | 8.8% | +14.7% | 0.445% | |
10/23/2024 | Global Trust Asset Management LLC | 34,387 | $1.17M | 0.4% | -3.8% | 0.020% | |
10/23/2024 | Index Fund Advisors Inc. | 25,377 | $865K | 0.0% | +2.9% | 0.015% | |
10/22/2024 | BetterWealth LLC | 774,087 | $26.37M | 7.8% | +1.2% | 0.449% | |
10/22/2024 | Maryland Capital Advisors Inc. | 26,133 | $890K | 0.4% | +18.6% | 0.015% | |
10/22/2024 | RCS Financial Planning LLC | 239,257 | $8.15M | 4.5% | +0.8% | 0.139% | |
10/22/2024 | Private Advisor Group LLC | 95,874 | $3.27M | 0.0% | +31.6% | 0.056% | |
10/22/2024 | CPA Asset Management LLC | 403,372 | $13.74M | 6.6% | +2.2% | 0.234% | |
10/22/2024 | Sequoia Financial Advisors LLC | 966,725 | $32.94M | 0.4% | +12.1% | 0.561% | |
10/21/2024 | Mattern Wealth Management LLC | 56,804 | $1.94M | 0.4% | +13.0% | 0.033% | |