11/18/2024 | Toronto Dominion Bank | 3,525 | $142K | 0.0% | N/A | 0.007% | |
11/15/2024 | Valued Retirements Inc. | 22,384 | $904K | 1.2% | N/A | 0.041% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 25,819 | $1.04M | 0.3% | +1.3% | 0.048% | |
11/15/2024 | MML Investors Services LLC | 45,041 | $1.82M | 0.0% | -59.7% | 0.083% | |
11/15/2024 | National Bank of Canada FI | 68,408 | $2.76M | 0.0% | +75.9% | 0.127% | |
11/15/2024 | EP Wealth Advisors LLC | 3,794 | $153K | 0.0% | N/A | 0.007% | |
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11/15/2024 | Jane Street Group LLC | 12,155 | $491K | 0.0% | -85.7% | 0.023% | |
11/15/2024 | Stifel Financial Corp | 8,242 | $333K | 0.0% | +4.1% | 0.015% | |
11/15/2024 | HighTower Advisors LLC | 9,453 | $381K | 0.0% | +9.3% | 0.018% | |
11/14/2024 | Acropolis Investment Management LLC | 569,367 | $22.99M | 1.4% | +1.0% | 1.054% | |
11/14/2024 | Rockefeller Capital Management L.P. | 15,220 | $615K | 0.0% | -23.0% | 0.028% | |
11/14/2024 | Bell Investment Advisors Inc | 7,652 | $309K | 0.1% | -38.4% | 0.014% | |
11/13/2024 | FMR LLC | 486,796 | $19.66M | 0.0% | +10.3% | 0.901% | |
11/12/2024 | Great Valley Advisor Group Inc. | 38,101 | $1.54M | 0.0% | N/A | 0.071% | |
11/7/2024 | Caprock Group LLC | 16,328 | $659K | 0.0% | -6.7% | 0.030% | |
11/6/2024 | Straight Path Wealth Management | 225,842 | $9.12M | 3.9% | +3.9% | 0.418% | |
11/6/2024 | Dopkins Wealth Management LLC | 19,396 | $783K | 0.6% | -27.3% | 0.036% | |
11/5/2024 | Harbour Investments Inc. | 5,914 | $239K | 0.0% | +187.4% | 0.011% | |
11/5/2024 | Tacita Capital Inc | 116,877 | $4.72M | 3.1% | -1.5% | 0.216% | |
11/4/2024 | 1900 Wealth Management LLC | 109,626 | $4.30M | 0.4% | +25.6% | 0.203% | |
11/4/2024 | Brickley Wealth Management | 40,612 | $1.64M | 0.3% | -3.9% | 0.075% | |
11/1/2024 | Atria Investments Inc | 77,796 | $3.14M | 0.0% | +127.2% | 0.144% | |
11/1/2024 | Assetmark Inc. | 1,007 | $41K | 0.0% | N/A | 0.002% | |
11/1/2024 | SpiderRock Advisors LLC | 14,572 | $588K | 0.0% | +14.8% | 0.027% | |
10/31/2024 | American Capital Advisory LLC | 971 | $39K | 0.0% | +3,367.9% | 0.002% | |
10/30/2024 | Financial Partners Group Inc | 28,883 | $1.17M | 0.2% | +23.1% | 0.053% | |
10/30/2024 | Greenwood Capital Associates LLC | 35,283 | $1.43M | 0.2% | -7.7% | 0.065% | |
10/30/2024 | World Equity Group Inc. | 5,575 | $225K | 0.1% | N/A | 0.010% | |
10/30/2024 | TKG Advisors LLC | 6,493 | $262K | 0.1% | N/A | 0.012% | |
10/30/2024 | QRG Capital Management Inc. | 6,924 | $280K | 0.0% | -25.7% | 0.013% | |
10/29/2024 | Opes Wealth Management LLC | 119,512 | $4.83M | 0.9% | +0.4% | 0.221% | |
10/29/2024 | Lodestone Wealth Management LLC | 6,373 | $257K | 0.1% | -15.2% | 0.012% | |
10/29/2024 | Empire Life Investments Inc. | 21,800 | $880K | 0.1% | +395.5% | 0.040% | |
10/29/2024 | Symmetry Partners LLC | 99,099 | $4.00M | 0.9% | N/A | 0.184% | |
10/29/2024 | Financial Freedom LLC | 94,379 | $3.81M | 2.0% | +152.2% | 0.175% | |
10/29/2024 | Capital Advisors Inc. OK | 69,348 | $2.80M | 0.1% | -23.3% | 0.128% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 60,910 | $2.46M | 0.2% | +10.5% | 0.113% | |
10/28/2024 | Focus Financial Network Inc. | 123,210 | $4.98M | 0.2% | N/A | 0.228% | |
10/28/2024 | US Bancorp DE | 1,706 | $69K | 0.0% | -22.1% | 0.003% | |
10/25/2024 | ADE LLC | 7,326 | $296K | 0.2% | -6.9% | 0.014% | |
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10/25/2024 | Strategic Blueprint LLC | 11,861 | $479K | 0.0% | +81.7% | 0.022% | |
10/24/2024 | Ackerman Capital Advisors LLC | 13,552 | $547K | 0.1% | -2.6% | 0.025% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 18,629,698 | $752.27M | 1.6% | +4.1% | 34.499% | |
10/24/2024 | NorthCrest Asset Manangement LLC | 24,339 | $983K | 0.0% | +19.8% | 0.045% | |
10/23/2024 | Klaas Financial Asset Advisors LLC | 279,738 | $11.30M | 2.0% | +1.5% | 0.518% | |
10/22/2024 | Lazari Capital Management Inc. | 11,938 | $482K | 0.2% | -8.1% | 0.022% | |
10/22/2024 | Segment Wealth Management LLC | 264,264 | $10.67M | 0.7% | -2.1% | 0.489% | |
10/19/2024 | Columbus Macro LLC | 54,872 | $2.20M | 0.8% | +1.7% | 0.102% | |
10/18/2024 | Stratos Wealth Advisors LLC | 19,540 | $789K | 0.0% | +187.3% | 0.036% | |
10/17/2024 | LexAurum Advisors LLC | 5,410 | $218K | 0.0% | -17.2% | 0.010% | |
10/16/2024 | Bfsg LLC | 653 | $26K | 0.0% | N/A | 0.001% | |
10/15/2024 | Cabot Wealth Management Inc. | 285,894 | $11.54M | 1.4% | -0.8% | 0.529% | |
10/11/2024 | Creative Planning | 7,662 | $309K | 0.0% | +9.6% | 0.014% | |
10/10/2024 | Professional Financial Advisors LLC | 27,175 | $1.10M | 0.3% | +2.7% | 0.050% | |
10/10/2024 | MorganRosel Wealth Management LLC | 48,827 | $1.97M | 0.7% | +2.4% | 0.090% | |
10/10/2024 | Shore Point Advisors LLC | 339,125 | $13.69M | 7.3% | +0.3% | 0.628% | |
10/10/2024 | Ritholtz Wealth Management | 868,032 | $35.05M | 1.1% | +3.2% | 1.607% | |
10/10/2024 | Simplicity Wealth LLC | 34,150 | $1.38M | 0.1% | +95.3% | 0.063% | |
10/9/2024 | Unison Advisors LLC | 77,852 | $3.14M | 0.4% | +2.8% | 0.144% | |
10/8/2024 | Great Oak Capital Partners LLC | 27,616 | $1.10M | 0.4% | -29.6% | 0.051% | |
10/8/2024 | Atwood & Palmer Inc. | 303,996 | $12.28M | 0.8% | -10.0% | 0.563% | |
10/3/2024 | Apella Capital LLC | 545,994 | $21.80M | 0.9% | +3.8% | 1.011% | |
9/9/2024 | Lazari Capital Management Inc. | 12,993 | $503K | 0.2% | N/A | 0.024% | |
8/26/2024 | Ariadne Wealth Management LP | 23,386 | $905K | 0.5% | N/A | 0.043% | |
8/22/2024 | Cetera Investment Advisers | 159,395 | $6.17M | 0.0% | +7.9% | 0.295% | |
8/21/2024 | Truist Financial Corp | 35,963 | $1.39M | 0.0% | N/A | 0.067% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 64,046 | $2.48M | 0.0% | +205.0% | 0.119% | |
8/16/2024 | Silver Lake Advisory LLC | 7,391 | $286K | 0.0% | N/A | 0.014% | |
8/16/2024 | Straight Path Wealth Management | 217,393 | $8.41M | 4.3% | +5.7% | 0.403% | |
8/16/2024 | Kathmere Capital Management LLC | 366,087 | $14.16M | 1.5% | +6.7% | 0.678% | |
8/15/2024 | Beaird Harris Wealth Management LLC | 2,516 | $97K | 0.0% | N/A | 0.005% | |
8/14/2024 | Great Oak Capital Partners LLC | 39,227 | $1.45M | 0.5% | -60.6% | 0.073% | |
8/12/2024 | Glass Jacobson Investment Advisors llc | 25,484 | $986K | 0.4% | +5.0% | 0.047% | |
8/12/2024 | Waterloo Capital L.P. | 17,975 | $695K | 0.1% | -23.3% | 0.033% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 18,200,688 | $701.17M | 1.8% | +6.8% | 33.705% | |
8/8/2024 | Envestnet Asset Management Inc. | 18,153,075 | $702.34M | 0.2% | +5.5% | 33.617% | |
8/7/2024 | Vantage Financial Partners LLC | 12,338 | $477K | 0.1% | N/A | 0.023% | |
8/6/2024 | Caprock Group LLC | 17,508 | $677K | 0.0% | -13.4% | 0.032% | |
8/6/2024 | Opes Wealth Management LLC | 119,061 | $4.61M | 1.0% | -3.2% | 0.220% | |
8/5/2024 | Private Advisor Group LLC | 49,194 | $1.90M | 0.0% | -17.1% | 0.091% | |
8/3/2024 | National Bank of Canada FI | 38,900 | $1.51M | 0.0% | +1.6% | 0.072% | |
8/1/2024 | Ritholtz Wealth Management | 840,882 | $32.53M | 1.1% | +0.1% | 1.557% | |
7/31/2024 | Commonwealth Equity Services LLC | 32,649 | $1.26M | 0.0% | -9.7% | 0.060% | |
7/30/2024 | Pine Valley Investments Ltd Liability Co | 12,772 | $494K | 0.0% | +38.3% | 0.024% | |
7/30/2024 | Dopkins Wealth Management LLC | 26,681 | $1.03M | 0.6% | +1.6% | 0.049% | |
7/30/2024 | Atlas Capital Advisors LLC | 370,711 | $14.34M | 1.9% | -17.8% | 0.687% | |
7/29/2024 | Armbruster Capital Management Inc. | 448,123 | $17.34M | 3.6% | +1.8% | 0.830% | |
7/27/2024 | Strategic Blueprint LLC | 6,528 | $253K | 0.0% | -11.7% | 0.012% | |
7/26/2024 | 1900 Wealth Management LLC | 87,298 | $3.38M | 0.3% | -20.4% | 0.162% | |
7/26/2024 | Ackerman Capital Advisors LLC | 13,910 | $538K | 0.1% | -38.9% | 0.026% | |
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7/19/2024 | ADE LLC | 7,866 | $304K | 0.2% | -4.3% | 0.015% | |
7/19/2024 | Financial Partners Group Inc | 23,469 | $908K | 0.1% | +82.0% | 0.043% | |
7/19/2024 | Raymond James & Associates | 337,760 | $13.07M | 0.0% | -21.6% | 0.625% | |
7/18/2024 | WealthCare Investment Partners LLC | 6,052 | $234K | 0.1% | N/A | 0.011% | |
7/18/2024 | Silver Lake Advisory LLC | 7,391 | $286K | 0.1% | N/A | 0.014% | |
7/18/2024 | Professional Financial Advisors LLC | 26,462 | $1.02M | 0.3% | +3.7% | 0.049% | |
7/17/2024 | CGC Financial Services LLC | 259,139 | $10.03M | 4.4% | -4.5% | 0.480% | |
7/17/2024 | Seed Wealth Management Inc. | 9,900 | $383K | 0.3% | +33.8% | 0.018% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 12,024 | $465K | 0.0% | +4.4% | 0.022% | |
7/16/2024 | Lodestone Wealth Management LLC | 7,518 | $291K | 0.2% | -21.7% | 0.014% | |