11/2/2024 | XML Financial LLC | 162,846 | $6.12M | 0.6% | +2.1% | 0.029% | |
11/1/2024 | Atria Investments Inc | 499,972 | $18.78M | 0.2% | +7.7% | 0.088% | |
11/1/2024 | Acorn Financial Advisory Services Inc. ADV | 18,733 | $704K | 0.1% | -8.3% | 0.003% | |
11/1/2024 | Wealth Quarterback LLC | 89,107 | $3.35M | 1.7% | +0.5% | 0.016% | |
11/1/2024 | Assetmark Inc. | 2,028,083 | $76.18M | 0.2% | -37.8% | 0.359% | |
11/1/2024 | Rockbridge Investment Management LCC | 59,226 | $2.23M | 0.3% | -11.8% | 0.010% | |
|
11/1/2024 | Sequent Asset Management LLC | 12,129 | $456K | 0.2% | -70.6% | 0.002% | |
11/1/2024 | ABLE Financial Group LLC | 63,203 | $2.37M | 0.7% | -3.4% | 0.011% | |
11/1/2024 | SFG Wealth Management LLC. | 8,182 | $307K | 0.2% | -6.9% | 0.001% | |
11/1/2024 | Advocacy Wealth Management Services LLC | 2,635,038 | $98.97M | 7.8% | -0.5% | 0.466% | |
11/1/2024 | Bensler LLC | 70,941 | $2.67M | 0.3% | +16.2% | 0.013% | |
11/1/2024 | Smith Thornton Advisors LLC | 90,623 | $3.40M | 2.2% | +1.4% | 0.016% | |
11/1/2024 | Lifestyle Asset Management Inc. | 163,264 | $6.13M | 3.4% | +1.4% | 0.029% | |
10/31/2024 | TFB Advisors LLC | 29,188 | $1.10M | 0.3% | +7.4% | 0.005% | |
10/31/2024 | Confluence Investment Management LLC | 852,528 | $32.02M | 0.4% | +3.7% | 0.151% | |
10/31/2024 | Mainstream Capital Management LLC | 5,340 | $201K | 0.2% | N/A | 0.001% | |
10/31/2024 | Portside Wealth Group LLC | 240,874 | $9.05M | 1.5% | +11.9% | 0.043% | |
10/31/2024 | Global Strategic Investment Solutions LLC | 1,058,426 | $39.75M | 4.6% | -2.0% | 0.187% | |
10/31/2024 | Weitzel Financial Services Inc. | 62,263 | $2.33M | 1.1% | +1.9% | 0.011% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 423,492 | $15.91M | 3.2% | -12.4% | 0.075% | |
10/31/2024 | Advisors Management Group Inc. ADV | 25,385 | $953K | 0.2% | +2.0% | 0.004% | |
10/31/2024 | Advisor Resource Council | 38,604 | $1.45M | 0.7% | N/A | 0.007% | |
10/31/2024 | Graypoint LLC | 520,010 | $19.53M | 1.3% | +4.5% | 0.092% | |
10/31/2024 | JNBA Financial Advisors | 2,266,280 | $85.12M | 8.6% | +11.2% | 0.401% | |
10/31/2024 | American Capital Advisory LLC | 1,900 | $71K | 0.0% | N/A | 0.000% | |
10/30/2024 | Maia Wealth LLC | 19,321 | $697K | 0.2% | -8.5% | 0.003% | |
10/30/2024 | Ballast Advisors LLC | 36,858 | $1.38M | 0.4% | -4.7% | 0.007% | |
10/30/2024 | Leslie Global Wealth LLC | 252,377 | $9.48M | 4.6% | +4.6% | 0.045% | |
10/30/2024 | Beacon Financial Advisory LLC | 6,874 | $258K | 0.1% | -15.7% | 0.001% | |
10/30/2024 | Balentine LLC | 25,931 | $974K | 0.0% | -3.2% | 0.005% | |
10/30/2024 | Austin Private Wealth LLC | 74,865 | $2.81M | 0.3% | -29.1% | 0.013% | |
10/30/2024 | Landmark Wealth Management LLC | 424,447 | $15.94M | 6.9% | -0.1% | 0.075% | |
10/30/2024 | Auour Investments LLC | 721,348 | $26.08M | 9.3% | -10.2% | 0.128% | |
10/30/2024 | Cary Street Partners Asset Management LLC | 150,138 | $5.64M | 0.7% | +41.6% | 0.027% | |
10/30/2024 | TKG Advisors LLC | 47,197 | $1.77M | 0.9% | +2.6% | 0.008% | |
10/30/2024 | New England Capital Financial Advisors LLC | 216,480 | $8.13M | 4.2% | +1.7% | 0.038% | |
10/29/2024 | Opes Wealth Management LLC | 167,004 | $6.27M | 1.2% | +3.8% | 0.030% | |
10/29/2024 | Fernwood Investment Management LLC | 6,523 | $245K | 0.1% | -43.6% | 0.001% | |
10/29/2024 | IAG Wealth Partners LLC | 1,119,958 | $42.07M | 7.8% | +2.7% | 0.198% | |
10/29/2024 | BSW Wealth Partners | 25,829 | $970K | 0.1% | -7.3% | 0.005% | |
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10/29/2024 | Cedar Point Capital Partners LLC | 17,191 | $646K | 0.4% | +4.2% | 0.003% | |
10/29/2024 | Lodestone Wealth Management LLC | 6,709 | $252K | 0.1% | -15.5% | 0.001% | |
10/29/2024 | Janney Montgomery Scott LLC | 21,936 | $824K | 0.0% | +2.3% | 0.004% | |
10/29/2024 | Pure Financial Advisors LLC | 630,340 | $23.68M | 0.6% | -2.8% | 0.112% | |
10/29/2024 | Stevens Capital Partners | 49,800 | $1.87M | 0.9% | +3.5% | 0.009% | |
10/29/2024 | Arlington Trust Co LLC | 764 | $29K | 0.0% | N/A | 0.000% | |
10/29/2024 | Farther Finance Advisors LLC | 78,946 | $2.97M | 0.1% | +34.6% | 0.014% | |
10/28/2024 | Strategic Financial Partners Ltd. | 320,093 | $12.02M | 6.1% | -19.8% | 0.057% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 46,616 | $1.75M | 0.1% | +7.6% | 0.008% | |
10/28/2024 | Values Added Financial LLC | 302,262 | $11.35M | 7.2% | +0.7% | 0.053% | |
10/28/2024 | Wade Financial Advisory Inc | 59,330 | $2.23M | 0.7% | -0.6% | 0.010% | |
10/28/2024 | Sensible Financial Planning & Management LLC. | 241,928 | $9.09M | 1.8% | +2.3% | 0.043% | |
10/28/2024 | Laurel Wealth Planning LLC | 50,093 | $1.88M | 1.2% | -1.0% | 0.009% | |
10/28/2024 | Penobscot Wealth Management | 6,397 | $240K | 0.1% | N/A | 0.001% | |
10/28/2024 | Stephens Inc. AR | 17,943 | $674K | 0.0% | +20.2% | 0.003% | |
10/28/2024 | Reston Wealth Management LLC | 751,453 | $28.23M | 10.2% | +1.6% | 0.133% | |
10/28/2024 | IRON Financial LLC | 46,391 | $1.74M | 0.9% | -2.0% | 0.008% | |
10/28/2024 | United Asset Strategies Inc. | 14,265 | $536K | 0.0% | +8.1% | 0.003% | |
10/28/2024 | Rosenberg Matthew Hamilton | 215,839 | $8.11M | 2.1% | +4.3% | 0.038% | |
10/28/2024 | US Bancorp DE | 891,977 | $33.50M | 0.0% | +2.5% | 0.158% | |
10/28/2024 | Austin Wealth Management LLC | 14,119 | $522K | 0.1% | -3.5% | 0.002% | |
10/25/2024 | Financial Advocates Investment Management | 39,258 | $1.50M | 0.1% | +8.1% | 0.007% | |
10/25/2024 | Strategic Financial Planning Inc. | 355,441 | $13.35M | 8.8% | -6.2% | 0.063% | |
10/25/2024 | JFS Wealth Advisors LLC | 67,712 | $2.54M | 0.2% | +0.5% | 0.012% | |
10/25/2024 | Diversify Wealth Management LLC | 399,658 | $14.37M | 1.3% | +15.3% | 0.071% | |
10/25/2024 | First Trust Direct Indexing L.P. | 26,369 | $990K | 0.1% | +10.0% | 0.005% | |
10/25/2024 | Golden State Equity Partners | 23,009 | $864K | 0.2% | -2.3% | 0.004% | |
10/25/2024 | Mutual Advisors LLC | 71,922 | $2.60M | 0.1% | -61.2% | 0.013% | |
10/25/2024 | Better Money Decisions LLC | 34,565 | $1.30M | 0.9% | +2.7% | 0.006% | |
10/25/2024 | Eagle Strategies LLC | 31,461 | $1.18M | 0.2% | +2.7% | 0.006% | |
10/25/2024 | BCK Partners Inc. | 18,670 | $701K | 0.3% | -4.0% | 0.003% | |
10/25/2024 | Fidelis Capital Partners LLC | 17,054 | $613K | 0.1% | N/A | 0.003% | |
10/25/2024 | Valmark Advisers Inc. | 416,043 | $15.63M | 0.2% | -0.3% | 0.074% | |
10/25/2024 | Aletheian Wealth Advisors LLC | 19,604 | $736K | 0.4% | -33.1% | 0.003% | |
10/25/2024 | Tyche Wealth Partners LLC | 55,954 | $2.10M | 0.5% | +11.2% | 0.010% | |
10/25/2024 | Strategic Blueprint LLC | 21,800 | $819K | 0.1% | -1.4% | 0.004% | |
10/25/2024 | MONECO Advisors LLC | 79,598 | $2.99M | 0.4% | +22.2% | 0.014% | |
10/25/2024 | Diversify Advisory Services LLC | 243,443 | $8.84M | 0.5% | -6.8% | 0.043% | |
10/25/2024 | Gateway Wealth Partners LLC | 13,874 | $521K | 0.1% | -23.2% | 0.002% | |
10/25/2024 | Cantor Fitzgerald Investment Advisors L.P. | 19,480 | $732K | 0.0% | N/A | 0.003% | |
10/25/2024 | Worth Financial Advisory Group LLC | 59,624 | $2.24M | 1.3% | +2.1% | 0.011% | |
10/25/2024 | Pallas Capital Advisors LLC | 39,076 | $1.41M | 0.1% | -11.6% | 0.007% | |
10/24/2024 | Financial Futures Ltd Liability Co. | 6,109 | $229K | 0.1% | -7.8% | 0.001% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 51,613 | $1.94M | 0.3% | +1.3% | 0.009% | |
10/24/2024 | Concord Wealth Partners | 122,750 | $4.61M | 0.8% | -0.3% | 0.022% | |
10/24/2024 | Lunt Capital Management Inc. | 66,262 | $2.49M | 1.2% | -0.5% | 0.012% | |
10/24/2024 | Baker Tilly Wealth Management LLC | 25,852 | $971K | 0.4% | +3.7% | 0.005% | |
10/24/2024 | FSA Advisors Inc. | 15,292 | $546K | 0.5% | +45.5% | 0.003% | |
10/24/2024 | Hibernia Wealth Partners LLC | 195,013 | $7.33M | 2.2% | -5.5% | 0.034% | |
10/24/2024 | IVC Wealth Advisors LLC | 11,243 | $422K | 0.2% | -5.6% | 0.002% | |
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10/24/2024 | Colton Groome Financial Advisors LLC | 69,194 | $2.60M | 1.0% | +3.4% | 0.012% | |
10/24/2024 | Salomon & Ludwin LLC | 37,651 | $1.41M | 0.1% | +2.0% | 0.007% | |
10/24/2024 | Peterson Wealth Advisors LLC | 1,592,521 | $59.82M | 11.3% | +3.0% | 0.282% | |
10/24/2024 | Montz Harcus Wealth Management LLC | 157,710 | $5.92M | 3.5% | +7.5% | 0.028% | |
10/24/2024 | Anson Capital Inc. | 128,984 | $4.85M | 4.3% | -15.9% | 0.023% | |
10/24/2024 | Richardson Financial Services Inc. | 125,996 | $4.42M | 2.8% | +1.3% | 0.022% | |
10/24/2024 | J.W. Cole Advisors Inc. | 7,492 | $281K | 0.0% | -48.3% | 0.001% | |
10/24/2024 | OMNI 360 Wealth Inc. | 8,620 | $324K | 0.2% | -9.7% | 0.002% | |
10/24/2024 | Goldstein Advisors LLC | 670,520 | $25.19M | 3.8% | +65.4% | 0.119% | |
10/24/2024 | Bristlecone Advisors LLC | 929,722 | $34.92M | 2.8% | -1.1% | 0.164% | |