11/1/2024 | Assetmark Inc. | 1,836 | $115K | 0.0% | +3,430.8% | 0.014% | |
10/30/2024 | JFG Wealth Management LLC | 43,907 | $2.74M | 0.8% | -19.1% | 0.335% | |
10/30/2024 | Johnson Financial Group LLC | 97,436 | $6.08M | 0.7% | -29.2% | 0.744% | |
10/30/2024 | Falcon Wealth Planning | 3,612 | $225K | 0.0% | -4.4% | 0.028% | |
10/29/2024 | Pure Financial Advisors LLC | 96,964 | $6.05M | 0.1% | +2.8% | 0.740% | |
10/29/2024 | Sage Financial Group Inc. | 3,287 | $205K | 0.0% | N/A | 0.025% | |
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10/28/2024 | Austin Wealth Management LLC | 13,036 | $819K | 0.2% | -2.1% | 0.100% | |
10/24/2024 | Sound Stewardship LLC | 6,076 | $379K | 0.2% | -10.6% | 0.046% | |
10/24/2024 | Greenspring Advisors LLC | 3,660 | $228K | 0.0% | N/A | 0.028% | |
10/23/2024 | Mason & Associates Inc | 39,190 | $2.45M | 0.6% | -32.7% | 0.299% | |
10/22/2024 | Private Advisor Group LLC | 4,971 | $310K | 0.0% | -4.3% | 0.038% | |
10/22/2024 | Maryland Capital Advisors Inc. | 20,010 | $1.25M | 0.6% | +4.6% | 0.153% | |
10/21/2024 | CarsonAllaria Wealth Management Ltd. | 35,705 | $2.23M | 1.3% | -5.7% | 0.273% | |
10/15/2024 | Cabot Wealth Management Inc. | 36,992 | $2.31M | 0.3% | +2.5% | 0.282% | |
10/11/2024 | Creative Planning | 2,665,687 | $166.29M | 0.2% | -9.9% | 20.349% | |
10/11/2024 | Kathleen S. Wright Associates Inc. | 27,758 | $1.73M | 0.7% | +2.8% | 0.212% | |
10/8/2024 | Rockingstone Advisors LLC | 19,616 | $1.22M | 0.6% | -16.1% | 0.150% | |
10/8/2024 | WealthCare Investment Partners LLC | 3,438 | $223K | 0.1% | -45.2% | 0.026% | |
10/8/2024 | Atomi Financial Group Inc. | 10,097 | $630K | 0.0% | +51.8% | 0.077% | |
10/8/2024 | Omega Financial Group LLC | 10,907 | $680K | 0.3% | -6.4% | 0.083% | |
10/3/2024 | Apella Capital LLC | 88,296 | $5.61M | 0.2% | +12.7% | 0.674% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 510 | $32K | 0.0% | -79.3% | 0.004% | |
9/5/2024 | Sanctuary Advisors LLC | 12,696 | $719K | 0.0% | N/A | 0.097% | |
8/26/2024 | Ariadne Wealth Management LP | 4,792 | $278K | 0.2% | N/A | 0.037% | |
8/22/2024 | Cetera Investment Advisers | 24,567 | $1.42M | 0.0% | +1.2% | 0.188% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 14,232 | $824K | 0.0% | -13.5% | 0.109% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 4,976 | $288K | 0.0% | +8.6% | 0.038% | |
8/16/2024 | Creative Planning | 2,958,739 | $171.37M | 0.2% | -12.6% | 22.586% | |
8/16/2024 | Sepio Capital LP | 42,698 | $2.47M | 0.2% | -1.0% | 0.326% | |
8/15/2024 | Beaird Harris Wealth Management LLC | 1,096 | $63K | 0.0% | -17.7% | 0.008% | |
8/13/2024 | Hancock Whitney Corp | 10,092 | $585K | 0.0% | +16.6% | 0.077% | |
8/13/2024 | Summit Trail Advisors LLC | 12,095 | $701K | 0.0% | N/A | 0.092% | |
8/13/2024 | AE Wealth Management LLC | 23,975 | $1.39M | 0.0% | +6.7% | 0.183% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 9,785 | $567K | 0.0% | +41.6% | 0.075% | |
8/8/2024 | Envestnet Asset Management Inc. | 54,853 | $3.18M | 0.0% | +32.2% | 0.419% | |
8/8/2024 | WESCAP Management Group Inc. | 77,590 | $4.49M | 1.3% | +0.4% | 0.592% | |
8/8/2024 | Thoroughbred Financial Services LLC | 7,012 | $406K | 0.0% | +14.6% | 0.054% | |
8/8/2024 | Hardin Capital Partners LLC | 3,684 | $213K | 0.1% | N/A | 0.028% | |
8/7/2024 | MGO One Seven LLC | 92,075 | $5.33M | 0.3% | +1.1% | 0.703% | |
8/6/2024 | Waddell & Associates LLC | 577,157 | $33.43M | 4.4% | +1.7% | 4.406% | |
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8/5/2024 | Addison Advisors LLC | 7,380 | $427K | 0.1% | -4.2% | 0.056% | |
8/5/2024 | N.E.W. Advisory Services LLC | 158,735 | $9.19M | 1.0% | -4.1% | 1.212% | |
8/2/2024 | JFG Wealth Management LLC | 54,248 | $3.14M | 0.9% | +213.0% | 0.414% | |
8/2/2024 | Johnson Financial Group LLC | 137,554 | $7.97M | 1.0% | +305.2% | 1.050% | |
8/2/2024 | Tortoise Investment Management LLC | 62,678 | $3.63M | 0.4% | +0.9% | 0.478% | |
7/31/2024 | Spire Wealth Management | 12,989 | $752K | 0.0% | +7.7% | 0.099% | |
7/31/2024 | Commonwealth Equity Services LLC | 45,229 | $2.62M | 0.0% | +66.4% | 0.345% | |
7/31/2024 | Solano Wealth Management Inc. | 10,998 | $637K | 0.3% | +41.1% | 0.084% | |
7/29/2024 | Arkadios Wealth Advisors | 3,497 | $203K | 0.0% | N/A | 0.027% | |
7/26/2024 | Checchi Capital Advisers LLC | 54,956 | $3.18M | 0.2% | -5.6% | 0.420% | |
7/26/2024 | Sequent Asset Management LLC | 6,568 | $380K | 0.2% | +73.6% | 0.050% | |
7/26/2024 | Bank of New York Mellon Corp | 14,181 | $821K | 0.0% | +224.7% | 0.108% | |
7/25/2024 | New Millennium Group LLC | 10,583 | $613K | 0.4% | +10.0% | 0.081% | |
7/25/2024 | SNS Financial Group LLC | 5,866 | $340K | 0.0% | -32.1% | 0.045% | |
7/24/2024 | Sound Stewardship LLC | 6,800 | $394K | 0.2% | -29.0% | 0.052% | |
7/22/2024 | CarsonAllaria Wealth Management Ltd. | 37,879 | $2.19M | 1.3% | -1.5% | 0.289% | |
7/19/2024 | Mason & Associates Inc | 58,265 | $3.38M | 0.9% | +1.4% | 0.445% | |
7/18/2024 | WealthCare Investment Partners LLC | 6,270 | $363K | 0.2% | -24.8% | 0.048% | |
7/18/2024 | Pure Financial Advisors LLC | 94,304 | $5.46M | 0.2% | +0.7% | 0.720% | |
7/17/2024 | Rockingstone Advisors LLC | 23,375 | $1.35M | 0.7% | -4.8% | 0.178% | |
7/16/2024 | Falcon Wealth Planning | 3,778 | $219K | 0.0% | -6.2% | 0.029% | |
7/12/2024 | Cabot Wealth Management Inc. | 36,096 | $2.09M | 0.3% | -6.3% | 0.276% | |
7/10/2024 | Cyr Financial Inc. | 54,931 | $3.18M | 3.2% | N/A | 0.419% | |
7/10/2024 | Apella Capital LLC | 78,329 | $4.62M | 0.2% | +17.7% | 0.598% | |
7/9/2024 | Mather Group LLC. | 2,500 | $140K | 0.0% | N/A | 0.019% | |
7/2/2024 | Massmutual Trust Co. FSB ADV | 2,460 | $142K | 0.0% | -50.8% | 0.019% | |
5/29/2024 | Garde Capital Inc. | 7,015 | $391K | 0.0% | N/A | 0.054% | |
5/24/2024 | Cetera Advisors LLC | 6,371 | $356K | 0.0% | +14.6% | 0.049% | |
5/23/2024 | Austin Wealth Management LLC | 14,125 | $828K | 0.2% | +3.0% | 0.108% | |
5/17/2024 | Hancock Whitney Corp | 8,652 | $483K | 0.0% | -44.1% | 0.066% | |
5/16/2024 | Jane Street Group LLC | 227,986 | $12.72M | 0.0% | N/A | 1.740% | |
5/9/2024 | SageView Advisory Group LLC | 4,687 | $262K | 0.0% | N/A | 0.036% | |
5/9/2024 | Texas Yale Capital Corp. | 33,209 | $1.85M | 0.1% | +2.0% | 0.254% | |
5/9/2024 | Camelot Portfolios LLC | 13,824 | $771K | 0.8% | -22.5% | 0.106% | |
5/8/2024 | Watershed Private Wealth LLC | 5,348 | $298K | 0.1% | N/A | 0.041% | |
5/8/2024 | Thoroughbred Financial Services LLC | 6,121 | $341K | 0.0% | -20.8% | 0.047% | |
5/7/2024 | Atomi Financial Group Inc. | 6,757 | $377K | 0.0% | +17.9% | 0.052% | |
5/7/2024 | CarsonAllaria Wealth Management Ltd. | 38,464 | $2.15M | 1.3% | +1.4% | 0.294% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 185,657 | $10.36M | 0.3% | -1.7% | 1.417% | |
5/4/2024 | Geneos Wealth Management Inc. | 1,214 | $68K | 0.0% | +18.8% | 0.009% | |
5/3/2024 | Rehmann Capital Advisory Group | 5,213 | $291K | 0.0% | +4.7% | 0.038% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 1,804 | $101K | 0.0% | +40.9% | 0.013% | |
5/3/2024 | Whittier Trust Co. | 5,778 | $322K | 0.0% | -8.3% | 0.042% | |
4/30/2024 | Investment Advisory Group LLC | 4,869 | $272K | 0.1% | N/A | 0.036% | |
4/29/2024 | Commonwealth Equity Services LLC | 27,184 | $1.52M | 0.0% | +51.6% | 0.200% | |
4/26/2024 | Checchi Capital Advisers LLC | 58,209 | $3.25M | 0.3% | +4.4% | 0.428% | |
4/24/2024 | Spire Wealth Management | 12,060 | $673K | 0.0% | +8.4% | 0.089% | |
4/23/2024 | Mason & Associates Inc | 57,483 | $3.21M | 0.9% | N/A | 0.423% | |
4/23/2024 | Venturi Wealth Management LLC | 111,988 | $6.25M | 0.4% | +7.8% | 0.823% | |
4/22/2024 | HF Advisory Group LLC | 3,936 | $220K | 0.1% | N/A | 0.029% | |
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4/18/2024 | Financial Strategies Group Inc. | 34,944 | $2.01M | 0.5% | -1.8% | 0.236% | |
4/18/2024 | Omega Financial Group LLC | 11,764 | $656K | 0.3% | -4.1% | 0.079% | |
4/17/2024 | Kathleen S. Wright Associates Inc. | 26,509 | $1.48M | 0.7% | -1.6% | 0.179% | |
4/15/2024 | WealthCare Investment Partners LLC | 8,338 | $465K | 0.2% | +13.2% | 0.056% | |
4/11/2024 | Maryland Capital Advisors Inc. | 19,114 | $1.07M | 0.7% | +1.6% | 0.129% | |
4/10/2024 | Apella Capital LLC | 66,575 | $3.83M | 0.2% | +17.2% | 0.450% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 5,004 | $279K | 0.0% | -6.0% | 0.034% | |
3/22/2024 | PNC Financial Services Group Inc. | 526 | $30K | 0.0% | +152.9% | 0.004% | |
2/29/2024 | Tortoise Investment Management LLC | 60,918 | $3.44M | 0.5% | -1.8% | 0.412% | |
2/21/2024 | Austin Wealth Management LLC | 13,709 | $759K | 0.2% | -4.2% | 0.093% | |