11/4/2024 | Arvest Investments Inc. | 157,209 | $4.57M | 0.7% | +12.2% | 0.046% | |
11/1/2024 | Atria Investments Inc | 111,196 | $3.23M | 0.0% | +1.2% | 0.033% | |
11/1/2024 | Assetmark Inc. | 3,263,406 | $94.87M | 0.3% | -5.8% | 0.959% | |
11/1/2024 | Verdence Capital Advisors LLC | 68,788 | $2M | 0.2% | +8.8% | 0.020% | |
11/1/2024 | Advocacy Wealth Management Services LLC | 2,471,891 | $71.86M | 5.6% | +13.0% | 0.727% | |
11/1/2024 | Summit Global Investments | 115,040 | $3.34M | 0.2% | -1.9% | 0.034% | |
|
10/31/2024 | Portside Wealth Group LLC | 133,677 | $3.89M | 0.7% | +10.8% | 0.039% | |
10/31/2024 | Jmac Enterprises LLC | 174,082 | $5.06M | 0.8% | +11.5% | 0.051% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 37,923 | $1.10M | 0.2% | -42.0% | 0.011% | |
10/31/2024 | Advisor Resource Council | 16,643 | $484K | 0.2% | +48.3% | 0.005% | |
10/31/2024 | LGT Financial Advisors LLC | 1,660 | $48K | 0.1% | -28.4% | 0.000% | |
10/31/2024 | Spinnaker Trust | 1,167,022 | $33.93M | 2.1% | -18.6% | 0.343% | |
10/31/2024 | Donald L. Hagan LLC | 12,293 | $357K | 0.2% | -49.8% | 0.004% | |
10/30/2024 | Centennial Wealth Advisory LLC | 79,542 | $2.31M | 0.9% | N/A | 0.023% | |
10/30/2024 | Maia Wealth LLC | 18,866 | $520K | 0.1% | +11.3% | 0.006% | |
10/30/2024 | Harvest Portfolios Group Inc. | 807,937 | $23.49M | 0.8% | +38.6% | 0.237% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 516,716 | $15.02M | 0.7% | +2.1% | 0.152% | |
10/30/2024 | Austin Private Wealth LLC | 30,297 | $881K | 0.1% | -28.3% | 0.009% | |
10/30/2024 | Auour Investments LLC | 18,891 | $517K | 0.2% | +15.7% | 0.006% | |
10/30/2024 | Cary Street Partners Asset Management LLC | 371,299 | $10.79M | 1.4% | -2.1% | 0.109% | |
10/30/2024 | Hazlett Burt & Watson Inc. | 14,215 | $416K | 0.2% | +110.6% | 0.004% | |
10/29/2024 | Innealta Capital LLC | 139,065 | $4.04M | 1.6% | +46.0% | 0.041% | |
10/29/2024 | Lansing Street Advisors | 22,351 | $650K | 0.2% | +5.0% | 0.007% | |
10/29/2024 | Clear Creek Financial Management LLC | 19,291 | $561K | 0.1% | -91.7% | 0.006% | |
10/29/2024 | Farther Finance Advisors LLC | 83,867 | $2.44M | 0.1% | +205.3% | 0.025% | |
10/29/2024 | Private Wealth Group LLC | 31,271 | $909K | 0.5% | N/A | 0.009% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 145,266 | $4.22M | 0.2% | -14.8% | 0.043% | |
10/28/2024 | Shepherd Financial Partners LLC | 375,689 | $10.92M | 1.3% | +0.2% | 0.110% | |
10/28/2024 | Jacobson & Schmitt Advisors LLC | 95,870 | $2.79M | 0.6% | +52.7% | 0.028% | |
10/28/2024 | Principal Securities Inc. | 891,373 | $25.91M | 0.6% | +31.6% | 0.262% | |
10/28/2024 | US Bancorp DE | 12,688 | $369K | 0.0% | -5.8% | 0.004% | |
10/28/2024 | E Fund Management Hong Kong Co. Ltd. | 76,651 | $2.23M | 1.3% | N/A | 0.023% | |
10/25/2024 | Financial Advocates Investment Management | 11,170 | $325K | 0.0% | -3.4% | 0.003% | |
10/25/2024 | Cornerstone Wealth Group LLC | 101,271 | $2.94M | 0.2% | -0.5% | 0.030% | |
10/25/2024 | Diversify Wealth Management LLC | 20,958 | $574K | 0.1% | -12.4% | 0.006% | |
10/25/2024 | Mutual Advisors LLC | 465,147 | $12.82M | 0.4% | +1.5% | 0.137% | |
10/25/2024 | Andina Capital Management LLC | 9,419 | $274K | 0.2% | -13.5% | 0.003% | |
10/25/2024 | Hedeker Wealth LLC | 305,738 | $8.89M | 2.4% | +5.9% | 0.090% | |
10/25/2024 | Strategic Blueprint LLC | 19,756 | $574K | 0.0% | -2.2% | 0.006% | |
10/25/2024 | Abich Financial Wealth Management LLC | 1,111 | $32K | 0.1% | -59.5% | 0.000% | |
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10/25/2024 | Diversify Advisory Services LLC | 22,635 | $622K | 0.0% | -8.4% | 0.007% | |
10/24/2024 | Strategic Wealth Investment Group LLC | 2,400,072 | $70.01M | 7.5% | +59.9% | 0.705% | |
10/24/2024 | Hibernia Wealth Partners LLC | 42,317 | $1.23M | 0.4% | -6.4% | 0.012% | |
10/24/2024 | Richardson Financial Services Inc. | 36,575 | $997K | 0.6% | +2.7% | 0.011% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 3,138,770 | $91.24M | 0.2% | +1.2% | 0.923% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 4,859,344 | $141.75M | 0.6% | +67.5% | 1.428% | |
10/23/2024 | Allworth Financial LP | 3,698 | $108K | 0.0% | -53.4% | 0.001% | |
10/23/2024 | O Brien Wealth Partners LLC | 788,330 | $22.92M | 4.5% | +3.0% | 0.232% | |
10/23/2024 | West Wealth Group LLC | 52,352 | $1.52M | 0.5% | -29.3% | 0.015% | |
10/23/2024 | MA Private Wealth | 420,887 | $12.24M | 2.3% | +15.6% | 0.124% | |
10/23/2024 | Impact Partnership Wealth LLC | 137,645 | $4.00M | 0.9% | +86.3% | 0.040% | |
10/23/2024 | PSI Advisors LLC | 206,843 | $6.01M | 1.8% | +910.0% | 0.061% | |
10/23/2024 | Boyd Watterson Asset Management LLC OH | 8,443 | $245K | 0.1% | -9.1% | 0.002% | |
10/22/2024 | McAdam LLC | 781,440 | $22.72M | 1.3% | -14.2% | 0.230% | |
10/22/2024 | Detalus Advisors LLC | 143,233 | $4.16M | 1.4% | -9.6% | 0.042% | |
10/22/2024 | Plan Group Financial LLC | 55,404 | $1.61M | 0.9% | +16.8% | 0.016% | |
10/22/2024 | Elevated Capital Advisors LLC | 44,310 | $1.29M | 0.3% | N/A | 0.013% | |
10/22/2024 | Private Advisor Group LLC | 493,372 | $14.34M | 0.1% | -31.1% | 0.145% | |
10/22/2024 | Tempus Wealth Planning LLC | 56,428 | $1.64M | 0.6% | -4.3% | 0.017% | |
10/21/2024 | Flagship Harbor Advisors LLC | 815,849 | $23.72M | 1.3% | N/A | 0.240% | |
10/21/2024 | Foundations Investment Advisors LLC | 82,338 | $2.39M | 0.1% | +196.2% | 0.024% | |
10/21/2024 | Raleigh Capital Management Inc. | 17,592 | $511K | 0.2% | -59.2% | 0.005% | |
10/21/2024 | Genesee Capital Advisors LLC | 108,252 | $3.15M | 1.5% | -2.1% | 0.032% | |
10/21/2024 | Sharkey Howes & Javer | 70,398 | $2.05M | 0.3% | N/A | 0.021% | |
10/21/2024 | Castleview Partners LLC | 1,997 | $58K | 0.0% | -68.0% | 0.001% | |
10/21/2024 | Robinson Value Management Ltd. | 195,287 | $5.68M | 3.7% | +1.9% | 0.057% | |
10/21/2024 | Triad Wealth Partners LLC | 22,182 | $645K | 0.3% | +945.3% | 0.007% | |
10/19/2024 | Godsey & Gibb Inc. | 1,598 | $46K | 0.0% | N/A | 0.000% | |
10/19/2024 | Narus Financial Partners LLC | 36,613 | $1.06M | 0.4% | +19.6% | 0.011% | |
10/19/2024 | ACT Advisors LLC. | 568,842 | $16.54M | 7.8% | N/A | 0.167% | |
10/19/2024 | Columbus Macro LLC | 64,374 | $1.85M | 0.7% | -31.2% | 0.019% | |
10/19/2024 | New Century Financial Group LLC | 9,133 | $265K | 0.1% | N/A | 0.003% | |
10/18/2024 | Raymond James & Associates | 473,096 | $13.75M | 0.0% | -21.8% | 0.139% | |
10/18/2024 | Blue Trust Inc. | 1,878 | $51K | 0.0% | +376.6% | 0.001% | |
10/18/2024 | Stratos Investment Management LLC | 7,360 | $214K | 0.0% | N/A | 0.002% | |
10/18/2024 | Stratos Wealth Advisors LLC | 345,071 | $10.03M | 0.5% | +5.4% | 0.101% | |
10/17/2024 | Stratos Wealth Partners LTD. | 250,319 | $7.28M | 0.1% | +8.1% | 0.074% | |
10/17/2024 | Richard W. Paul & Associates LLC | 3,902 | $113K | 0.0% | -15.8% | 0.001% | |
10/17/2024 | ERTS Wealth Advisors LLC | 1,126,350 | $32.74M | 6.1% | +1.7% | 0.331% | |
10/17/2024 | RFG Advisory LLC | 1,744,100 | $50.70M | 1.5% | -9.3% | 0.513% | |
10/16/2024 | Teamwork Financial Advisors LLC | 42,135 | $1.23M | 0.2% | N/A | 0.012% | |
10/16/2024 | New Harbor Financial Group LLC | 215,026 | $6.25M | 1.6% | +40.8% | 0.063% | |
10/16/2024 | Global Retirement Partners LLC | 23,135 | $673K | 0.0% | -14.5% | 0.007% | |
10/16/2024 | Good Life Advisors LLC | 94,795 | $2.76M | 0.2% | +35.2% | 0.028% | |
10/16/2024 | One Wealth Advisors LLC | 23,673 | $688K | 0.1% | N/A | 0.007% | |
10/16/2024 | Cornerstone Wealth Management LLC | 36,591 | $1.06M | 0.1% | +9.5% | 0.011% | |
10/16/2024 | SeaCrest Wealth Management LLC | 20,501 | $596K | 0.1% | +3.5% | 0.006% | |
10/16/2024 | Proquility Private Wealth Partners LLC | 47,860 | $1.39M | 0.4% | -13.7% | 0.014% | |
10/15/2024 | Foster Victor Wealth Advisors LLC | 281,922 | $7.91M | 0.6% | -0.3% | 0.083% | |
10/15/2024 | PFG Advisors | 313,671 | $9.12M | 0.6% | +364.8% | 0.092% | |
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10/15/2024 | Magnus Financial Group LLC | 95,316 | $2.77M | 0.3% | -7.9% | 0.028% | |
10/12/2024 | GenWealth Group Inc. | 294,166 | $8.55M | 2.0% | +0.4% | 0.086% | |
10/11/2024 | Creative Planning | 9,041 | $263K | 0.0% | -6.9% | 0.003% | |
10/10/2024 | JBR Co Financial Management Inc | 45,124 | $1.31M | 0.9% | +7.9% | 0.013% | |
10/10/2024 | Koshinski Asset Management Inc. | 100,913 | $2.93M | 0.3% | +2.1% | 0.030% | |
10/10/2024 | Lloyd Advisory Services LLC. | 21,091 | $613K | 0.3% | +6.1% | 0.006% | |
10/9/2024 | LongView Wealth Management | 18,123 | $527K | 0.2% | -4.0% | 0.005% | |
10/9/2024 | Stephens Group Asset Management LLC | 10,456 | $304K | 0.0% | N/A | 0.003% | |
10/8/2024 | CWM LLC | 2,018,736 | $58.69M | 0.3% | +17.8% | 0.593% | |
10/8/2024 | First National Corp MA ADV | 41,336 | $1.20M | 0.3% | -22.4% | 0.012% | |