11/18/2024 | Arete Wealth Advisors LLC | 23,990 | $1.14M | 0.1% | +7.8% | 0.014% | |
11/18/2024 | Asset Allocation Strategies LLC | 128,546 | $6.11M | 1.7% | +260.9% | 0.077% | |
11/15/2024 | MML Investors Services LLC | 106,851 | $5.08M | 0.0% | +8.0% | 0.064% | |
11/15/2024 | Orion Portfolio Solutions LLC | 30,573 | $1.45M | 0.0% | +80.2% | 0.018% | |
11/15/2024 | EP Wealth Advisors LLC | 16,228 | $771K | 0.0% | N/A | 0.010% | |
11/15/2024 | Jane Street Group LLC | 124,350 | $5.91M | 0.0% | -38.9% | 0.075% | |
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11/15/2024 | Stifel Financial Corp | 15,007 | $713K | 0.0% | -52.2% | 0.009% | |
11/15/2024 | Swmg LLC | 16,862 | $801K | 0.3% | +61.7% | 0.010% | |
11/15/2024 | SageView Advisory Group LLC | 24,258 | $1.15M | 0.1% | -45.4% | 0.015% | |
11/15/2024 | Redwood Investment Management LLC | 60,012 | $2.85M | 0.3% | +6.8% | 0.036% | |
11/15/2024 | Resurgent Financial Advisors LLC | 8,969 | $426K | 0.2% | +80.9% | 0.005% | |
11/15/2024 | Pinnacle Family Advisors LLC | 19,157 | $910K | 0.5% | +3.2% | 0.012% | |
11/15/2024 | IHT Wealth Management LLC | 22,372 | $1.06M | 0.0% | +61.0% | 0.013% | |
11/15/2024 | Integrated Wealth Concepts LLC | 205,313 | $9.76M | 0.1% | -4.4% | 0.123% | |
11/15/2024 | HighTower Advisors LLC | 1,454,892 | $69.13M | 0.1% | +7.3% | 0.874% | |
11/15/2024 | Ascent Group LLC | 243,964 | $11.59M | 0.9% | +192.7% | 0.147% | |
11/14/2024 | Semmax Financial Advisors Inc. | 28,500 | $1.35M | 0.4% | +126.5% | 0.017% | |
11/14/2024 | Tradition Wealth Management LLC | 94,621 | $4.50M | 0.4% | +1.5% | 0.057% | |
11/14/2024 | Captrust Financial Advisors | 99,769 | $4.74M | 0.0% | +154.8% | 0.060% | |
11/14/2024 | CreativeOne Wealth LLC | 47,488 | $2.26M | 0.1% | +3.7% | 0.029% | |
11/13/2024 | Townsquare Capital LLC | 17,241 | $819K | 0.0% | -23.0% | 0.010% | |
11/13/2024 | FMR LLC | 10,456 | $497K | 0.0% | +6,778.9% | 0.006% | |
11/13/2024 | Elios Financial Group Inc. | 43,803 | $2.08M | 1.0% | N/A | 0.026% | |
11/13/2024 | Alliance Wealth Management Group | 548,944 | $26.09M | 6.8% | +1.6% | 0.330% | |
11/12/2024 | Centaurus Financial Inc. | 28,779 | $1.37M | 0.1% | +440.7% | 0.017% | |
11/12/2024 | Larson Financial Group LLC | 260,268 | $12.37M | 0.7% | -4.3% | 0.156% | |
11/12/2024 | Towercrest Capital Management | 551,284 | $26.20M | 4.1% | +1.6% | 0.331% | |
11/12/2024 | Cerity Partners LLC | 178,681 | $8.49M | 0.0% | +155.7% | 0.107% | |
11/12/2024 | Alesco Advisors LLC | 22,549 | $1.07M | 0.0% | -30.6% | 0.014% | |
11/12/2024 | Great Valley Advisor Group Inc. | 7,839 | $373K | 0.0% | -32.3% | 0.005% | |
11/12/2024 | Nwam LLC | 39,398 | $1.87M | 0.1% | N/A | 0.024% | |
11/12/2024 | CFS Investment Advisory Services LLC | 331,774 | $15.77M | 1.3% | -0.5% | 0.199% | |
11/12/2024 | Lathrop Investment Management Corp | 32,348 | $1.54M | 0.3% | +15.6% | 0.019% | |
11/8/2024 | Cedar Wealth Management LLC | 37,956 | $1.80M | 0.6% | +30.1% | 0.023% | |
11/8/2024 | Avior Wealth Management LLC | 131,630 | $6.26M | 0.2% | +16.1% | 0.079% | |
11/8/2024 | Lowery Thomas LLC | 53,362 | $2.54M | 1.7% | N/A | 0.032% | |
11/7/2024 | Chesapeake Wealth Management | 73,882 | $3.51M | 1.2% | +5.7% | 0.044% | |
11/7/2024 | Vertex Planning Partners LLC | 109,816 | $5.22M | 1.2% | +306.1% | 0.066% | |
11/7/2024 | Joseph Group Capital Management | 4,063 | $193K | 0.1% | N/A | 0.002% | |
11/7/2024 | MidAtlantic Capital Management Inc. | 5,893 | $280K | 0.2% | N/A | 0.004% | |
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11/7/2024 | Mendel Capital Management LLC | 34,666 | $1.65M | 1.0% | +4.0% | 0.021% | |
11/7/2024 | ETF Store Inc. | 65,125 | $3.10M | 3.2% | -7.4% | 0.039% | |
11/7/2024 | Theory Financial LLC | 1,249,993 | $59.40M | 22.5% | +112.0% | 0.751% | |
11/7/2024 | Phillips Financial Management LLC | 113,653 | $5.40M | 0.4% | -0.4% | 0.068% | |
11/6/2024 | Cutler Investment Counsel LLC | 13,856 | $658K | 0.1% | -17.2% | 0.008% | |
11/6/2024 | Northeast Financial Group Inc. | 104,374 | $4.96M | 1.8% | -5.8% | 0.063% | |
11/6/2024 | TSA Wealth Managment LLC | 609,155 | $28.95M | 11.7% | +18.0% | 0.366% | |
11/6/2024 | NYL Investors LLC | 71,000 | $3.37M | 0.2% | -1.0% | 0.043% | |
11/6/2024 | Archer Investment Corp | 550 | $26K | 0.0% | N/A | 0.000% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 173,117 | $8.23M | 0.2% | +6.5% | 0.104% | |
11/6/2024 | OneDigital Investment Advisors LLC | 1,654,617 | $78.63M | 0.9% | -2.4% | 0.994% | |
11/6/2024 | Curi RMB Capital LLC | 108,416 | $5.15M | 0.1% | +3.7% | 0.065% | |
11/6/2024 | Main Street Financial Solutions LLC | 61,904 | $2.94M | 0.3% | +18.8% | 0.037% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 22,474 | $1.07M | 0.0% | -16.5% | 0.014% | |
11/5/2024 | Savvy Advisors Inc. | 5,155 | $245K | 0.0% | -17.6% | 0.003% | |
11/5/2024 | WealthPLAN Partners LLC | 85,540 | $4.07M | 0.5% | -3.7% | 0.051% | |
11/5/2024 | Harbour Investments Inc. | 76,638 | $3.64M | 0.1% | -10.7% | 0.046% | |
11/5/2024 | Apollon Wealth Management LLC | 74,953 | $3.56M | 0.1% | +998.2% | 0.045% | |
11/4/2024 | Bond & Devick Financial Network Inc. | 274,050 | $13.02M | 5.6% | +6.7% | 0.165% | |
11/4/2024 | Alaska Wealth Advisors | 29,303 | $1.39M | 0.2% | -4.4% | 0.018% | |
11/4/2024 | Marshall Financial Group Inc. ADV | 101,863 | $4.84M | 1.5% | +14.5% | 0.061% | |
11/4/2024 | 1900 Wealth Management LLC | 20,232 | $931K | 0.1% | +152.1% | 0.012% | |
11/4/2024 | Stockman Wealth Management Inc. | 26,155 | $1.24M | 0.2% | +5.5% | 0.016% | |
11/4/2024 | Mayflower Financial Advisors LLC | 179,063 | $8.51M | 1.3% | +8.4% | 0.108% | |
11/2/2024 | RKL Wealth Management LLC | 65,217 | $3.10M | 0.3% | -4.7% | 0.039% | |
11/1/2024 | Atria Investments Inc | 62,313 | $2.96M | 0.0% | -0.9% | 0.037% | |
11/1/2024 | Rockbridge Investment Management LCC | 2,848,603 | $135.37M | 17.5% | +10.2% | 1.712% | |
11/1/2024 | Leavell Investment Management Inc. | 197,125 | $9.37M | 0.5% | -2.6% | 0.118% | |
10/31/2024 | Portside Wealth Group LLC | 7,965 | $379K | 0.1% | -30.5% | 0.005% | |
10/31/2024 | D.B. Root & Company LLC | 8,843 | $420K | 0.1% | -7.9% | 0.005% | |
10/31/2024 | Concurrent Investment Advisors LLC | 6,381 | $303K | 0.0% | N/A | 0.004% | |
10/30/2024 | Maia Wealth LLC | 99,367 | $4.72M | 1.1% | +86.7% | 0.060% | |
10/30/2024 | Catalina Capital Group LLC | 16,847 | $801K | 0.3% | -6.4% | 0.010% | |
10/30/2024 | Austin Private Wealth LLC | 534,280 | $25.39M | 2.4% | +5.5% | 0.321% | |
10/30/2024 | James J. Burns & Company LLC | 275,067 | $13.07M | 2.4% | -4.9% | 0.165% | |
10/30/2024 | FIDELIS iM LLC | 18,680 | $887K | 0.4% | N/A | 0.011% | |
10/29/2024 | Opes Wealth Management LLC | 8,344 | $396K | 0.1% | +34.8% | 0.005% | |
10/29/2024 | Latitude Advisors LLC | 16,702 | $794K | 0.4% | +19.7% | 0.010% | |
10/29/2024 | Carmichael Hill & Associates Inc. | 2,447 | $116K | 0.0% | +33.6% | 0.001% | |
10/29/2024 | Clear Creek Financial Management LLC | 30,556 | $1.45M | 0.2% | +14.5% | 0.018% | |
10/29/2024 | Fullcircle Wealth LLC | 118,247 | $5.62M | 2.5% | +131.1% | 0.071% | |
10/29/2024 | Chicago Partners Investment Group LLC | 28,463 | $1.35M | 0.0% | +99.8% | 0.017% | |
10/29/2024 | Farther Finance Advisors LLC | 23,056 | $1.10M | 0.0% | +9.7% | 0.014% | |
10/28/2024 | TPG Advisors LLC | 137,792 | $6.55M | 5.1% | +3.4% | 0.083% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 115,863 | $5.51M | 0.5% | +8.6% | 0.070% | |
10/28/2024 | Focus Financial Network Inc. | 177,526 | $8.44M | 0.3% | +3.2% | 0.107% | |
10/28/2024 | Reston Wealth Management LLC | 134,529 | $6.39M | 2.3% | +4.5% | 0.081% | |
10/28/2024 | US Bancorp DE | 18,875 | $897K | 0.0% | +26.2% | 0.011% | |
10/28/2024 | Oldfather Financial Services LLC | 35,438 | $1.68M | 0.6% | +2.1% | 0.021% | |
10/25/2024 | TNF LLC | 226,457 | $10.76M | 3.8% | +66.0% | 0.136% | |
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10/25/2024 | JFS Wealth Advisors LLC | 19,161 | $911K | 0.1% | -6.1% | 0.012% | |
10/25/2024 | Diversify Wealth Management LLC | 108,945 | $5.18M | 0.5% | +352.6% | 0.065% | |
10/25/2024 | GSB Wealth Management LLC | 19,724 | $937K | 0.2% | -2.2% | 0.012% | |
10/25/2024 | Mutual Advisors LLC | 643,301 | $30.57M | 0.9% | +124.4% | 0.387% | |
10/25/2024 | Lodestar Private Asset Management LLC | 46,425 | $2.21M | 0.3% | -12.2% | 0.028% | |
10/25/2024 | Valmark Advisers Inc. | 59,650 | $2.84M | 0.0% | +26.3% | 0.036% | |
10/25/2024 | Strategic Blueprint LLC | 39,896 | $1.90M | 0.1% | -12.7% | 0.024% | |
10/25/2024 | Legacy Wealth Management Inc | 10,764 | $512K | 0.0% | -14.9% | 0.006% | |
10/25/2024 | Geometric Wealth Advisors | 9,361 | $445K | 0.1% | +20.7% | 0.006% | |
10/25/2024 | Worth Financial Advisory Group LLC | 17,839 | $848K | 0.5% | +10.3% | 0.011% | |