1/21/2025 | Marshall Financial Group LLC | 244,215 | $8.11M | 2.0% | +1.8% | 0.067% | |
1/21/2025 | Archford Capital Strategies LLC | 302,422 | $10.04M | 1.5% | -20.8% | 0.083% | |
1/21/2025 | Geneos Wealth Management Inc. | 462,693 | $15.37M | 0.5% | +4.4% | 0.127% | |
1/21/2025 | Aspiring Ventures LLC | 54,564 | $1.84M | 1.2% | N/A | 0.015% | |
1/21/2025 | Pflug Koory LLC | 1,442 | $48K | 0.0% | -34.0% | 0.000% | |
1/21/2025 | Gradient Investments LLC | 6,178 | $205K | 0.0% | -5.9% | 0.002% | |
1/21/2025 | RFG Advisory LLC | 9,259 | $308K | 0.0% | -3.3% | 0.003% | |
1/21/2025 | Shilanski & Associates Inc. | 323,484 | $10.74M | 3.5% | +16.5% | 0.089% | |
1/21/2025 | Johnson Bixby & Associates LLC | 633,036 | $21.02M | 3.2% | +5.0% | 0.173% | |
1/21/2025 | Brighton Jones LLC | 11,667 | $387K | 0.0% | +20.6% | 0.003% | |
|
1/21/2025 | Hengehold Capital Management LLC | 170,938 | $5.68M | 0.5% | -3.5% | 0.047% | |
1/17/2025 | Cerro Pacific Wealth Advisors LLC | 137,853 | $4.58M | 1.5% | +42.4% | 0.038% | |
1/17/2025 | Verde Capital Management | 794,619 | $26.39M | 7.4% | +13.6% | 0.218% | |
1/17/2025 | Avior Wealth Management LLC | 1,656 | $55K | 0.0% | +562.4% | 0.000% | |
1/17/2025 | Mutual Advisors LLC | 7,853 | $263K | 0.0% | +20.6% | 0.002% | |
1/17/2025 | Janney Montgomery Scott LLC | 137,572 | $4.57M | 0.0% | +0.5% | 0.038% | |
1/17/2025 | Verum Partners LLC | 365,664 | $12.14M | 3.5% | -1.4% | 0.100% | |
1/17/2025 | Atomi Financial Group Inc. | 7,860 | $261K | 0.0% | N/A | 0.002% | |
1/17/2025 | ADE LLC | 7,310 | $243K | 0.1% | -13.9% | 0.002% | |
1/16/2025 | Charles Schwab Trust Co | 969,179 | $32.19M | 2.8% | +8.9% | 0.265% | |
1/16/2025 | Aspiriant LLC | 221,211 | $7.35M | 0.3% | +11.1% | 0.061% | |
1/16/2025 | Prairiewood Capital LLC | 490,452 | $16.29M | 7.0% | +11.6% | 0.134% | |
1/16/2025 | Breakwater Investment Management | 1,783 | $59K | 0.0% | +112.5% | 0.000% | |
1/16/2025 | UMB Bank n.a. | 765 | $25K | 0.0% | N/A | 0.000% | |
1/16/2025 | BlueSky Wealth Advisors LLC | 345,769 | $11.48M | 1.8% | +11.5% | 0.095% | |
1/16/2025 | Capital Wealth Management LLC | 384,739 | $12.78M | 5.5% | +3.8% | 0.105% | |
1/16/2025 | Access Financial Services Inc. | 96,775 | $3.21M | 1.4% | +3.0% | 0.026% | |
1/16/2025 | Diversify Wealth Management LLC | 62,886 | $2.07M | 0.2% | +15.3% | 0.017% | |
1/16/2025 | LVW Advisors LLC | 34,797 | $1.16M | 0.1% | -27.9% | 0.010% | |
1/15/2025 | Triangle Securities Wealth Management | 11,405 | $379K | 0.1% | +61.8% | 0.003% | |
1/15/2025 | Ameritas Advisory Services LLC | 51,596 | $1.71M | 0.1% | +54.0% | 0.014% | |
1/15/2025 | HB Wealth Management LLC | 6,871 | $228K | 0.0% | +25.2% | 0.002% | |
1/15/2025 | Howard Financial Services LTD. | 414,991 | $13.78M | 1.9% | -2.2% | 0.114% | |
1/15/2025 | Alhambra Investment Management LLC | 135,722 | $4.51M | 2.3% | -1.1% | 0.037% | |
1/15/2025 | LongView Wealth Management | 108,509 | $3.60M | 1.1% | +23.2% | 0.030% | |
1/15/2025 | Merit Financial Group LLC | 16,491 | $548K | 0.0% | +29.2% | 0.005% | |
1/15/2025 | First Pacific Financial | 85,843 | $2.85M | 0.7% | +3.0% | 0.024% | |
1/15/2025 | Occidental Asset Management LLC | 79,928 | $2.65M | 0.4% | +10.6% | 0.022% | |
1/15/2025 | Certified Advisory Corp | 437,197 | $14.52M | 1.6% | -1.2% | 0.120% | |
1/15/2025 | Capital Advisors Wealth Management LLC | 581,552 | $19.31M | 3.4% | -18.8% | 0.159% | |
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1/15/2025 | Guardian Financial Partners LLC | 154,033 | $5.12M | 3.0% | +9.4% | 0.042% | |
1/14/2025 | Sebold Capital Management Inc. | 82,398 | $2.74M | 1.8% | +6.8% | 0.023% | |
1/14/2025 | Lakewood Asset Management LLC | 46,588 | $1.55M | 1.1% | +5.3% | 0.013% | |
1/14/2025 | Foresight Capital Management Advisors Inc. | 16,260 | $540K | 0.3% | -18.5% | 0.004% | |
1/14/2025 | Keeler & Nadler Financial Planning & Wealth Management | 447,422 | $14.86M | 7.0% | +5.7% | 0.123% | |
1/14/2025 | Cliftonlarsonallen Wealth Advisors LLC | 18,305 | $608K | 0.0% | +5.7% | 0.005% | |
1/14/2025 | Park Avenue Securities LLC | 23,063 | $766K | 0.0% | +23.4% | 0.006% | |
1/14/2025 | Kathmere Capital Management LLC | 53,901 | $1.79M | 0.2% | +6.9% | 0.015% | |
1/14/2025 | Mayfair Advisory Group LLC | 19,614 | $651K | 0.4% | -11.7% | 0.005% | |
1/14/2025 | PCA Investment Advisory Services Inc. | 18,175 | $604K | 0.3% | +10.6% | 0.005% | |
1/13/2025 | BCS Wealth Management | 13,168 | $437K | 0.1% | N/A | 0.004% | |
1/13/2025 | AdvisorNet Financial Inc | 38,498 | $1.28M | 0.1% | +9.9% | 0.011% | |
1/13/2025 | Miracle Mile Advisors LLC | 117,471 | $3.90M | 0.1% | +454.4% | 0.032% | |
1/13/2025 | Salem Investment Counselors Inc. | 34,253 | $1.14M | 0.0% | +6.0% | 0.009% | |
1/13/2025 | Capital Investment Advisors LLC | 6,244 | $207K | 0.0% | N/A | 0.002% | |
1/10/2025 | Bruce G. Allen Investments LLC | 231,676 | $7.69M | 6.2% | +3.8% | 0.063% | |
1/10/2025 | Sugarloaf Wealth Management LLC | 10,856 | $361K | 0.1% | +3.0% | 0.003% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 16,761,981 | $556.67M | 1.1% | +0.6% | 4.590% | |
1/8/2025 | Collective Family Office LLC | 236,501 | $7.85M | 2.2% | -2.9% | 0.065% | |
1/8/2025 | International Assets Investment Management LLC | 6,791 | $225K | 0.0% | N/A | 0.002% | |
1/7/2025 | Moller Wealth Partners | 389,814 | $12.95M | 3.4% | +2.4% | 0.107% | |
1/6/2025 | Canandaigua National Trust Co of Florida | 115,524 | $3.84M | 3.0% | +2.4% | 0.032% | |
1/6/2025 | Canandaigua National Bank & Trust Co. | 897,508 | $29.81M | 2.9% | +5.0% | 0.246% | |
1/3/2025 | Versant Capital Management Inc | 14,634 | $486K | 0.1% | +3.4% | 0.004% | |
12/26/2024 | JPMorgan Chase & Co. | 89,704 | $3.35M | 0.0% | +103.3% | 0.025% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 6,430 | $238K | 0.0% | +11.1% | 0.002% | |
12/3/2024 | Denver PWM LLC | 284,342 | $10.63M | 4.0% | +0.6% | 0.078% | |
12/2/2024 | Capasso Planning Partners LLC | 5,507 | $206K | 0.1% | N/A | 0.002% | |
11/29/2024 | American Trust | 238,439 | $8.91M | 0.7% | -8.9% | 0.065% | |
11/26/2024 | Peapack Gladstone Financial Corp | 172,142 | $6.43M | 0.1% | +3.2% | 0.047% | |
11/25/2024 | Synovus Financial Corp | 34,600 | $1.29M | 0.0% | +103.5% | 0.009% | |
11/25/2024 | Sanctuary Advisors LLC | 26,971 | $944K | 0.0% | +84.6% | 0.007% | |
11/18/2024 | Arete Wealth Advisors LLC | 36,786 | $1.37M | 0.1% | -5.0% | 0.010% | |
11/18/2024 | Asset Allocation Strategies LLC | 71,845 | $2.69M | 0.8% | +496.4% | 0.020% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 30,337 | $1.13M | 0.1% | N/A | 0.008% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 15,511 | $580K | 0.2% | +21.3% | 0.004% | |
11/15/2024 | MML Investors Services LLC | 257,343 | $9.62M | 0.0% | +0.5% | 0.070% | |
11/15/2024 | Orion Portfolio Solutions LLC | 1,506,277 | $56.29M | 1.2% | -6.5% | 0.412% | |
11/15/2024 | EP Wealth Advisors LLC | 47,048 | $1.76M | 0.0% | -8.3% | 0.013% | |
11/15/2024 | WESCAP Management Group Inc. | 635,523 | $23.75M | 5.9% | +4.0% | 0.174% | |
11/15/2024 | Quantinno Capital Management LP | 57,469 | $2.15M | 0.0% | +31.4% | 0.016% | |
11/15/2024 | IHT Wealth Management LLC | 68,696 | $2.56M | 0.1% | +88.4% | 0.019% | |
11/15/2024 | Integrated Wealth Concepts LLC | 56,036 | $2.09M | 0.0% | +35.1% | 0.015% | |
11/15/2024 | HighTower Advisors LLC | 900,416 | $33.67M | 0.0% | +3.0% | 0.247% | |
11/15/2024 | Benjamin Edwards Inc. | 121,927 | $4.56M | 0.1% | N/A | 0.033% | |
11/14/2024 | Tradition Wealth Management LLC | 736,776 | $27.53M | 2.5% | +2.7% | 0.202% | |
11/14/2024 | Captrust Financial Advisors | 402,764 | $15.05M | 0.0% | +139.5% | 0.110% | |
11/14/2024 | Icon Wealth Advisors LLC | 3,170 | $118K | 0.0% | N/A | 0.001% | |
11/14/2024 | Rockefeller Capital Management L.P. | 21,947 | $820K | 0.0% | -12.6% | 0.006% | |
11/14/2024 | Bell Investment Advisors Inc | 638,687 | $23.87M | 4.4% | +2.2% | 0.175% | |
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11/13/2024 | Hardy Reed LLC | 843,127 | $31.51M | 2.8% | +647.7% | 0.231% | |
11/13/2024 | Townsquare Capital LLC | 9,031 | $337K | 0.0% | -11.1% | 0.002% | |
11/13/2024 | FMR LLC | 115,723 | $4.33M | 0.0% | +12.8% | 0.032% | |
11/13/2024 | Concentric Wealth Management LLC | 42,714 | $1.60M | 0.4% | +455.8% | 0.012% | |
11/12/2024 | Von Berge Wealth Management Group LLC | 270,036 | $9.60M | 4.9% | -4.7% | 0.074% | |
11/12/2024 | Cahill Financial Advisors Inc. | 243,731 | $9.11M | 1.2% | +2.3% | 0.067% | |
11/12/2024 | Larson Financial Group LLC | 22,237 | $831K | 0.0% | +24.9% | 0.006% | |
11/12/2024 | StoneX Group Inc. | 1,198,416 | $44.79M | 3.9% | +7.4% | 0.328% | |
11/12/2024 | Kingsview Wealth Management LLC | 16,680 | $623K | 0.0% | +60.9% | 0.005% | |
11/12/2024 | Cerity Partners LLC | 39,116 | $1.46M | 0.0% | -18.0% | 0.011% | |