11/4/2024 | Jaffetilchin Investment Partners LLC | 10,133 | $1.77M | 0.1% | +25.8% | 0.001% | |
11/4/2024 | GDS Wealth Management | 1,562 | $273K | 0.0% | +20.5% | 0.000% | |
11/4/2024 | Marshall Financial Group Inc. ADV | 107,901 | $18.84M | 5.7% | +0.3% | 0.015% | |
11/4/2024 | Catalytic Wealth RIA LLC | 13,749 | $2.40M | 0.4% | -8.1% | 0.002% | |
11/4/2024 | Patten & Patten Inc. TN | 2,392 | $418K | 0.0% | +19.4% | 0.000% | |
11/4/2024 | Proffitt & Goodson Inc. | 3,597 | $628K | 0.1% | -4.0% | 0.001% | |
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11/4/2024 | Ashton Thomas Securities LLC | 13,095 | $2.29M | 0.4% | +0.7% | 0.002% | |
11/4/2024 | Intrinsic Value Partners LLC | 3,162 | $552K | 0.6% | N/A | 0.000% | |
11/4/2024 | Noble Family Wealth LLC | 197,345 | $34.45M | 9.3% | +1.4% | 0.028% | |
11/4/2024 | Advantage Trust Co | 81,898 | $14.30M | 9.7% | +7.0% | 0.011% | |
11/4/2024 | Mitchell Mcleod Pugh & Williams Inc. | 100,938 | $17.62M | 3.7% | +10.1% | 0.014% | |
11/4/2024 | Maiden Cove Capital LLC | 2,015 | $322K | 0.6% | N/A | 0.000% | |
11/4/2024 | Brickley Wealth Management | 632,085 | $110.34M | 22.5% | +0.4% | 0.089% | |
11/4/2024 | Sanctuary Wealth Management L.L.C. | 20,017 | $3.49M | 2.5% | +19.5% | 0.003% | |
11/4/2024 | Tyler Stone Wealth Management | 5,229 | $913K | 0.2% | +465.9% | 0.001% | |
11/4/2024 | Migdal Insurance & Financial Holdings Ltd. | 11,954 | $2.09M | 0.0% | +10.0% | 0.002% | |
11/4/2024 | Colonial River Investments LLC | 3,692 | $645K | 0.3% | -4.2% | 0.001% | |
11/4/2024 | Round Rock Advisors LLC | 7,036 | $1.23M | 0.3% | -3.0% | 0.001% | |
11/4/2024 | Mayflower Financial Advisors LLC | 14,545 | $2.54M | 0.4% | -6.2% | 0.002% | |
11/4/2024 | Legacy Capital Wealth Partners LLC | 2,700 | $471K | 0.1% | -13.4% | 0.000% | |
11/4/2024 | Axxcess Wealth Management LLC | 12,634 | $2.21M | 0.1% | +10.4% | 0.002% | |
11/4/2024 | Disciplined Investments LLC | 22,267 | $3.89M | 1.9% | -4.4% | 0.003% | |
11/4/2024 | HTG Investment Advisors Inc. | 45,425 | $7.93M | 3.7% | +10.3% | 0.006% | |
11/4/2024 | Liberty Wealth Management LLC | 17,817 | $3.11M | 0.5% | -4.4% | 0.002% | |
11/4/2024 | Sigma Planning Corp | 68,113 | $11.89M | 0.4% | +0.2% | 0.010% | |
11/4/2024 | Fee Only Financial Planning L.C. | 177,066 | $30.91M | 19.8% | -1.1% | 0.025% | |
11/2/2024 | Avid Wealth Partners LLC | 1,191 | $208K | 0.1% | -17.1% | 0.000% | |
11/2/2024 | Ted Buchan & Co | 10,490 | $1.83M | 0.9% | -37.2% | 0.001% | |
11/2/2024 | Transcendent Capital Group LLC | 219 | $38K | 0.0% | +852.2% | 0.000% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 191,171 | $33.37M | 0.6% | +2.7% | 0.027% | |
11/2/2024 | XML Financial LLC | 20,475 | $3.57M | 0.3% | +8.0% | 0.003% | |
11/2/2024 | Austin Asset Management Co Inc | 1,948 | $340K | 0.1% | -6.9% | 0.000% | |
11/1/2024 | Sheets Smith Wealth Management | 18,698 | $3.26M | 0.4% | +0.3% | 0.003% | |
11/1/2024 | Proficio Capital Partners LLC | 3,640 | $635K | 0.1% | -22.4% | 0.001% | |
11/1/2024 | Atria Investments Inc | 426,940 | $74.53M | 0.9% | -2.5% | 0.060% | |
11/1/2024 | Essex Savings Bank | 5,089 | $888K | 0.2% | -41.5% | 0.001% | |
11/1/2024 | Acorn Financial Advisory Services Inc. ADV | 1,985 | $347K | 0.1% | +29.5% | 0.000% | |
11/1/2024 | Resolute Advisors LLC | 1,229 | $215K | 0.0% | N/A | 0.000% | |
11/1/2024 | Lindbrook Capital LLC | 20,257 | $3.54M | 0.3% | -16.8% | 0.003% | |
11/1/2024 | Rather & Kittrell Inc. | 6,135 | $1.07M | 0.3% | +41.9% | 0.001% | |
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11/1/2024 | 5th Street Advisors LLC | 66,681 | $11.64M | 5.7% | +7.9% | 0.009% | |
11/1/2024 | Bridges Investment Management Inc. | 10,433 | $1.82M | 0.0% | -5.7% | 0.001% | |
11/1/2024 | Wealth Quarterback LLC | 2,834 | $495K | 0.3% | -6.5% | 0.000% | |
11/1/2024 | Assetmark Inc. | 1,639,211 | $286.16M | 0.8% | -2.4% | 0.230% | |
11/1/2024 | Verdence Capital Advisors LLC | 33,781 | $5.90M | 0.5% | +2.1% | 0.005% | |
11/1/2024 | Rockbridge Investment Management LCC | 14,870 | $2.60M | 0.3% | -2.7% | 0.002% | |
11/1/2024 | Washington Trust Advisors Inc. | 32,259 | $5.63M | 0.5% | -12.1% | 0.005% | |
11/1/2024 | United Bank | 20,736 | $3.62M | 1.7% | -1.3% | 0.003% | |
11/1/2024 | Shoker Investment Counsel Inc. | 1,208 | $211K | 0.1% | N/A | 0.000% | |
11/1/2024 | Galvin Gaustad & Stein LLC | 7,707 | $1.35M | 0.1% | +3.5% | 0.001% | |
11/1/2024 | Holistic Planning LLC | 39,549 | $6.90M | 2.9% | -7.6% | 0.006% | |
11/1/2024 | SpiderRock Advisors LLC | 14,104 | $2.46M | 0.0% | +55.9% | 0.002% | |
11/1/2024 | CWA Asset Management Group LLC | 15,957 | $2.79M | 0.1% | N/A | 0.002% | |
11/1/2024 | Leavell Investment Management Inc. | 18,560 | $3.24M | 0.2% | +22.5% | 0.003% | |
11/1/2024 | Triune Financial Partners LLC | 20,728 | $3.62M | 1.1% | N/A | 0.003% | |
11/1/2024 | ABLE Financial Group LLC | 2,676 | $467K | 0.1% | N/A | 0.000% | |
11/1/2024 | Strategic Family Wealth Counselors L.L.C. | 34,760 | $6.07M | 2.1% | +7.1% | 0.005% | |
11/1/2024 | Capital Performance Advisors LLP | 241 | $42K | 0.0% | N/A | 0.000% | |
11/1/2024 | Philip James Wealth Mangement LLC | 2,488 | $434K | 0.1% | +7.7% | 0.000% | |
11/1/2024 | Stone Point Wealth LLC | 93,808 | $16.38M | 5.3% | +2.8% | 0.013% | |
11/1/2024 | Summit Global Investments | 2,702 | $472K | 0.0% | +16.8% | 0.000% | |
11/1/2024 | Winthrop Advisory Group LLC | 8,999 | $1.57M | 0.2% | +13.0% | 0.001% | |
11/1/2024 | Verity Asset Management Inc. | 9,368 | $1.64M | 0.6% | +13.8% | 0.001% | |
11/1/2024 | Vista Capital Partners Inc. | 813,659 | $142.04M | 16.4% | -2.5% | 0.114% | |
10/31/2024 | MontVue Capital Management Inc. | 1,194 | $208K | 0.2% | N/A | 0.000% | |
10/31/2024 | TFB Advisors LLC | 14,614 | $2.55M | 0.8% | -3.7% | 0.002% | |
10/31/2024 | Hara Capital LLC | 1,085 | $189K | 0.1% | N/A | 0.000% | |
10/31/2024 | Global Strategic Investment Solutions LLC | 90,356 | $15.77M | 1.8% | +0.4% | 0.013% | |
10/31/2024 | Droms Strauss Advisors Inc. MO ADV | 122,278 | $21.35M | 7.6% | -4.1% | 0.017% | |
10/31/2024 | Woodmont Investment Counsel LLC | 674,330 | $117.72M | 8.9% | +2.9% | 0.095% | |
10/31/2024 | Cozad Asset Management Inc. | 6,980 | $1.22M | 0.1% | +1.9% | 0.001% | |
10/31/2024 | WoodTrust Financial Corp | 15,156 | $2.65M | 0.4% | +5.6% | 0.002% | |
10/31/2024 | Weitzel Financial Services Inc. | 17,683 | $3.08M | 1.4% | +4.6% | 0.002% | |
10/31/2024 | Ironsides Asset Advisors LLC | 24,812 | $4.33M | 1.3% | +1.2% | 0.003% | |
10/31/2024 | Emerald Advisors LLC | 63,472 | $11.29M | 1.6% | +3.6% | 0.009% | |
10/31/2024 | Exencial Wealth Advisors LLC | 366,190 | $63.93M | 2.3% | -2.8% | 0.051% | |
10/31/2024 | Wealth Architects LLC | 156,254 | $27.28M | 3.1% | +0.9% | 0.022% | |
10/31/2024 | Forte Capital LLC ADV | 196,725 | $34.34M | 3.9% | -0.9% | 0.028% | |
10/31/2024 | Concurrent Investment Advisors LLC | 220,301 | $38.46M | 1.1% | +15.0% | 0.031% | |
10/30/2024 | RTD Financial Advisors Inc. | 10,478 | $1.83M | 0.2% | -0.8% | 0.001% | |
10/30/2024 | Maia Wealth LLC | 15,486 | $2.71M | 0.6% | +3.8% | 0.002% | |
10/30/2024 | White Lighthouse Investment Management Inc. | 100,979 | $17.56M | 3.2% | +2.5% | 0.014% | |
10/30/2024 | Foster & Motley Inc. | 5,749 | $1.00M | 0.1% | -1.7% | 0.001% | |
10/30/2024 | Benchmark Financial Wealth Advisors LLC | 1,531 | $267K | 0.1% | -13.6% | 0.000% | |
10/30/2024 | Invictus Private Wealth LLC | 502,265 | $87.68M | 6.9% | -0.9% | 0.070% | |
10/30/2024 | 1834 Investment Advisors Co. | 1,433 | $250K | 0.0% | N/A | 0.000% | |
10/30/2024 | Milestone Investment Advisors LLC | 20,236 | $3.53M | 1.0% | +3.0% | 0.003% | |
10/30/2024 | Catalina Capital Group LLC | 1,932 | $337K | 0.1% | +3.7% | 0.000% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 21,798 | $3.81M | 0.2% | +6.9% | 0.003% | |
10/30/2024 | Beacon Financial Advisory LLC | 14,770 | $2.58M | 0.9% | +14.9% | 0.002% | |
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10/30/2024 | Balentine LLC | 16,201 | $2.83M | 0.1% | +67.6% | 0.002% | |
10/30/2024 | Tobias Financial Advisors Inc. | 22,636 | $3.95M | 0.8% | +11.4% | 0.003% | |
10/30/2024 | JFG Wealth Management LLC | 6,789 | $1.19M | 0.3% | +87.2% | 0.001% | |
10/30/2024 | Focused Wealth Management Inc | 525,043 | $91.66M | 12.3% | +2.4% | 0.074% | |
10/30/2024 | Garland Capital Management Inc. | 3,129 | $546K | 0.4% | -20.5% | 0.000% | |
10/30/2024 | Austin Private Wealth LLC | 1,751 | $306K | 0.0% | +38.7% | 0.000% | |
10/30/2024 | Falcon Wealth Planning | 90,704 | $15.83M | 1.9% | +8.6% | 0.013% | |
10/30/2024 | Crestwood Advisors Group LLC | 12,643 | $2.21M | 0.0% | -0.6% | 0.002% | |
10/30/2024 | Catalyst Private Wealth LLC | 30,306 | $5.29M | 2.6% | +8.1% | 0.004% | |
10/30/2024 | Dougherty Wealth Advisers LLC | 168,777 | $29.46M | 23.4% | +1.7% | 0.024% | |