11/1/2024 | GSG Advisors LLC | 20,811 | $553K | 0.2% | N/A | 0.069% | |
11/1/2024 | Atria Investments Inc | 146,583 | $3.91M | 0.0% | -1.6% | 0.489% | |
11/1/2024 | Beta Wealth Group Inc. | 171,437 | $4.57M | 2.1% | +9.4% | 0.572% | |
11/1/2024 | Lionsbridge Wealth Management LLC | 42,442 | $1.13M | 0.9% | N/A | 0.142% | |
11/1/2024 | Beckerman Institutional LLC | 18,063 | $481K | 0.4% | N/A | 0.060% | |
11/1/2024 | Advocacy Wealth Management Services LLC | 98,178 | $2.62M | 0.2% | N/A | 0.328% | |
|
10/31/2024 | Castle Wealth Management LLC | 428,931 | $11.43M | 4.6% | +98.5% | 1.432% | |
10/31/2024 | Cozad Asset Management Inc. | 15,978 | $426K | 0.0% | N/A | 0.053% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 107,915 | $2.88M | 0.6% | +46.9% | 0.360% | |
10/31/2024 | Dechtman Wealth Management LLC | 232,721 | $6.20M | 1.3% | N/A | 0.777% | |
10/30/2024 | Beacon Financial Advisory LLC | 186,940 | $4.98M | 1.7% | +57.9% | 0.624% | |
10/30/2024 | MinichMacGregor Wealth Management LLC | 517,502 | $13.79M | 2.9% | +4.0% | 1.727% | |
10/30/2024 | Falcon Wealth Planning | 909,198 | $24.23M | 2.8% | N/A | 3.035% | |
10/29/2024 | Lodestone Wealth Management LLC | 10,033 | $267K | 0.1% | N/A | 0.033% | |
10/29/2024 | Farther Finance Advisors LLC | 24,429 | $651K | 0.0% | N/A | 0.082% | |
10/25/2024 | Financial Advocates Investment Management | 15,277 | $407K | 0.0% | N/A | 0.051% | |
10/25/2024 | Trajan Wealth LLC | 588,617 | $15.69M | 0.9% | N/A | 1.965% | |
10/25/2024 | Mutual Advisors LLC | 184,699 | $4.84M | 0.1% | +115.3% | 0.616% | |
10/25/2024 | Hedeker Wealth LLC | 179,994 | $4.80M | 1.3% | +5.0% | 0.601% | |
10/24/2024 | Financial Futures Ltd Liability Co. | 406,592 | $10.84M | 6.2% | +8.5% | 1.357% | |
10/24/2024 | Concord Wealth Partners | 12,254 | $327K | 0.1% | N/A | 0.041% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 24,398 | $650K | 0.1% | +84.6% | 0.081% | |
10/24/2024 | Gemmer Asset Management LLC | 610,614 | $16.27M | 1.6% | N/A | 2.038% | |
10/24/2024 | Family Investment Center Inc. | 1,260,959 | $33.61M | 8.4% | +259.1% | 4.209% | |
10/24/2024 | Astor Investment Management LLC | 453,212 | $12.08M | 5.8% | -8.9% | 1.513% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 404,265 | $10.77M | 0.0% | -8.0% | 1.349% | |
10/23/2024 | Schmidt P J Investment Management Inc. | 22,773 | $607K | 0.1% | +43.2% | 0.076% | |
10/23/2024 | Legacy Capital Group California Inc. | 126,682 | $3.38M | 1.1% | -0.7% | 0.423% | |
10/23/2024 | Tectonic Advisors LLC | 10,557 | $281K | 0.0% | N/A | 0.035% | |
10/22/2024 | Foundry Financial Group Inc. | 51,716 | $1.38M | 0.9% | N/A | 0.173% | |
10/22/2024 | Sprinkle Financial Consultants LLC | 50,595 | $1.35M | 1.0% | +13.5% | 0.169% | |
10/22/2024 | Lake Street Private Wealth LLC | 98,700 | $2.63M | 0.4% | +47.7% | 0.329% | |
10/22/2024 | Elevated Capital Advisors LLC | 260,277 | $6.94M | 1.8% | N/A | 0.869% | |
10/22/2024 | Private Advisor Group LLC | 48,706 | $1.30M | 0.0% | +71.9% | 0.163% | |
10/22/2024 | Alexander Labrunerie & CO. Inc. | 25,566 | $681K | 0.3% | +117.5% | 0.085% | |
10/22/2024 | Pictet North America Advisors SA | 509,478 | $13.58M | 1.3% | -6.0% | 1.701% | |
10/22/2024 | Sequoia Financial Advisors LLC | 2,583,787 | $68.86M | 0.7% | +13.5% | 8.624% | |
10/21/2024 | Precision Wealth Strategies LLC | 316,521 | $8.44M | 7.8% | -8.7% | 1.056% | |
10/21/2024 | Waterway Wealth Management LLC | 239,420 | $6.38M | 2.7% | N/A | 0.799% | |
10/21/2024 | Raleigh Capital Management Inc. | 9,246 | $246K | 0.1% | -5.9% | 0.031% | |
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10/21/2024 | CarsonAllaria Wealth Management Ltd. | 162,413 | $4.33M | 2.5% | +20.9% | 0.542% | |
10/19/2024 | Cyndeo Wealth Partners LLC | 13,874 | $370K | 0.0% | -90.3% | 0.046% | |
10/19/2024 | New Century Financial Group LLC | 32,246 | $859K | 0.3% | N/A | 0.108% | |
10/18/2024 | Wealth Alliance Advisory Group LLC | 729,639 | $19.45M | 4.1% | +3.0% | 2.435% | |
10/18/2024 | WestHill Financial Advisors Inc. | 38,506 | $1.03M | 0.2% | N/A | 0.129% | |
10/18/2024 | Fortress Wealth Management Inc. | 496,161 | $13.22M | 6.6% | +45.6% | 1.656% | |
10/16/2024 | Summit Investment Advisory Services LLC | 7,559 | $201K | 0.1% | N/A | 0.025% | |
10/16/2024 | Halbert Hargrove Global Advisors LLC | 281,224 | $7.50M | 0.4% | N/A | 0.939% | |
10/16/2024 | Sentinel Pension Advisors Inc. | 171,542 | $4.57M | 0.9% | +31.9% | 0.573% | |
10/16/2024 | ERn Financial LLC | 134,194 | $3.58M | 0.5% | +44.0% | 0.448% | |
10/15/2024 | Hutchens & Kramer Investment Management Group LLC | 126,392 | $3.36M | 1.9% | +55.8% | 0.422% | |
10/11/2024 | Fiduciary Alliance LLC | 138,458 | $3.69M | 0.5% | N/A | 0.462% | |
10/11/2024 | Cherrydale Wealth Management LLC | 10,527 | $281K | 0.1% | N/A | 0.035% | |
10/10/2024 | Crestmont Private Wealth LLC | 409,740 | $10.92M | 4.8% | +6.7% | 1.368% | |
10/10/2024 | Retirement Planning Group LLC | 2,748,900 | $73.26M | 4.0% | +47.2% | 9.175% | |
10/10/2024 | Lloyd Advisory Services LLC. | 20,805 | $554K | 0.3% | +4.0% | 0.069% | |
10/10/2024 | RFG Holdings Inc. | 170,617 | $4.55M | 1.6% | +246.1% | 0.569% | |
10/9/2024 | ORBA Wealth Advisors L.L.C. | 114,169 | $3.04M | 1.5% | N/A | 0.381% | |
10/8/2024 | CWM LLC | 238,952 | $6.37M | 0.0% | +13.4% | 0.798% | |
10/8/2024 | Daymark Wealth Partners LLC | 153,550 | $4.09M | 0.1% | +11.1% | 0.513% | |
10/8/2024 | Future Financial Wealth Managment LLC | 6,274 | $167K | 0.1% | N/A | 0.021% | |
10/8/2024 | Northwest Capital Management Inc | 19,075 | $508K | 0.2% | -7.9% | 0.064% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 51,726 | $1.38M | 0.0% | -80.5% | 0.173% | |
10/8/2024 | Williams & Novak LLC | 115,542 | $3.08M | 2.9% | -46.0% | 0.386% | |
10/8/2024 | Cardinal Point Capital Management ULC | 821,095 | $21.88M | 3.6% | +912.3% | 2.741% | |
10/8/2024 | Mather Group LLC. | 1,758 | $47K | 0.0% | +60.1% | 0.006% | |
10/7/2024 | Richard P Slaughter Associates Inc | 55,249 | $1.47M | 0.3% | +8.4% | 0.184% | |
10/5/2024 | Eclectic Associates Inc. ADV | 60,773 | $1.62M | 0.6% | +43.9% | 0.203% | |
10/3/2024 | Apella Capital LLC | 26,737 | $709K | 0.0% | N/A | 0.089% | |
8/16/2024 | NewEdge Advisors LLC | 1,464,239 | $37.54M | 0.3% | +409.8% | 4.887% | |
8/15/2024 | Daymark Wealth Partners LLC | 138,250 | $3.55M | 0.1% | N/A | 0.461% | |
8/15/2024 | Delta Investment Management LLC | 155,009 | $3.97M | 0.9% | +9.8% | 0.517% | |
8/15/2024 | AQR Capital Management LLC | 23,324 | $598K | 0.0% | N/A | 0.078% | |
8/14/2024 | Strata Wealth Advisors LLC | 216,864 | $5.56M | 1.9% | +7.5% | 0.724% | |
8/14/2024 | Evoke Wealth LLC | 9,750 | $250K | 0.3% | N/A | 0.033% | |
8/14/2024 | EverSource Wealth Advisors LLC | 60,483 | $1.58M | 0.1% | +103.1% | 0.202% | |
8/14/2024 | Bridgewealth Advisory Group LLC | 562,267 | $14.42M | 6.4% | +7.4% | 1.877% | |
8/13/2024 | AE Wealth Management LLC | 596,139 | $15.29M | 0.2% | +140.4% | 1.990% | |
8/12/2024 | Mark Sheptoff Financial Planning LLC | 3,049 | $78K | 0.0% | +47.4% | 0.010% | |
8/12/2024 | WCG Wealth Advisors LLC | 960,255 | $24.62M | 1.8% | N/A | 3.205% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 23,432 | $601K | 0.0% | +50.0% | 0.078% | |
8/9/2024 | Menard Financial Group LLC | 98,084 | $2.52M | 1.8% | +7.6% | 0.327% | |
8/8/2024 | Envestnet Asset Management Inc. | 1,083,634 | $27.78M | 0.0% | +267.7% | 3.617% | |
8/8/2024 | Parallel Advisors LLC | 90,007 | $2.31M | 0.1% | +48.5% | 0.300% | |
8/7/2024 | Financial Futures Ltd Liability Co. | 374,598 | $9.61M | 6.0% | +53.9% | 1.250% | |
8/6/2024 | Gallacher Capital Management LLC | 63,533 | $1.63M | 0.9% | -14.4% | 0.212% | |
8/6/2024 | Lloyd Advisory Services LLC. | 20,012 | $513K | 0.2% | N/A | 0.067% | |
8/5/2024 | Private Advisor Group LLC | 28,342 | $727K | 0.0% | -69.6% | 0.095% | |
8/2/2024 | Aveo Capital Partners LLC | 536,482 | $13.76M | 1.6% | +7.6% | 1.791% | |
8/2/2024 | Legacy Capital Wealth Partners LLC | 26,363 | $676K | 0.2% | N/A | 0.088% | |
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7/31/2024 | Essex Financial Services Inc. | 114,995 | $2.95M | 0.1% | +82.0% | 0.384% | |
7/31/2024 | Commonwealth Equity Services LLC | 91,537 | $2.35M | 0.0% | +15.3% | 0.306% | |
7/31/2024 | Wealth Alliance Advisory Group LLC | 708,705 | $18.17M | 4.1% | +3.8% | 2.366% | |
7/30/2024 | Pinnacle Wealth Management LLC | 13,173 | $338K | 0.4% | -16.1% | 0.044% | |
7/29/2024 | Schmidt P J Investment Management Inc. | 15,901 | $408K | 0.1% | +30.4% | 0.053% | |
7/29/2024 | Great Point Wealth Advisors LLC | 55,497 | $1.42M | 0.3% | -1.0% | 0.185% | |
7/29/2024 | Ameritas Advisory Services LLC | 63,941 | $1.64M | 0.1% | N/A | 0.213% | |
7/26/2024 | Beacon Financial Advisory LLC | 118,418 | $3.04M | 1.1% | +75.4% | 0.395% | |
7/26/2024 | Breakwater Capital Group | 33,318 | $854K | 0.2% | N/A | 0.111% | |
7/26/2024 | Walkner Condon Financial Advisors LLC | 73,445 | $1.88M | 0.4% | +3.2% | 0.245% | |