11/2/2024 | Avid Wealth Partners LLC | 1,221 | $321K | 0.2% | -22.5% | 0.001% | |
11/2/2024 | Ted Buchan & Co | 4,512 | $1.19M | 0.6% | +1.3% | 0.003% | |
11/2/2024 | Transcendent Capital Group LLC | 16,533 | $4.35M | 2.2% | -45.3% | 0.012% | |
11/2/2024 | Houlihan Financial Resource Group Ltd. | 2,094 | $551K | 0.2% | N/A | 0.001% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 2,822 | $743K | 0.0% | +128.3% | 0.002% | |
11/1/2024 | Sheets Smith Wealth Management | 11,583 | $3.05M | 0.4% | -2.1% | 0.008% | |
|
11/1/2024 | Atria Investments Inc | 43,550 | $11.47M | 0.1% | +13.8% | 0.030% | |
11/1/2024 | Objective Capital Management LLC | 16,737 | $4.41M | 2.6% | N/A | 0.012% | |
11/1/2024 | Fairway Wealth LLC | 15,839 | $4.17M | 1.8% | +11.2% | 0.011% | |
11/1/2024 | Assetmark Inc. | 3,122 | $822K | 0.0% | +221.2% | 0.002% | |
11/1/2024 | Rockbridge Investment Management LCC | 1,641 | $432K | 0.1% | -12.0% | 0.001% | |
11/1/2024 | Verus Financial Partners Inc. | 75,674 | $19.75M | 2.2% | -3.8% | 0.053% | |
11/1/2024 | Sequent Asset Management LLC | 7,127 | $1.88M | 0.9% | -50.0% | 0.005% | |
11/1/2024 | Holistic Planning LLC | 7,183 | $1.89M | 0.8% | +34.1% | 0.005% | |
11/1/2024 | CWA Asset Management Group LLC | 4,560 | $1.20M | 0.1% | N/A | 0.003% | |
11/1/2024 | Beckerman Institutional LLC | 1,957 | $515K | 0.4% | N/A | 0.001% | |
11/1/2024 | Leavell Investment Management Inc. | 107,463 | $28.38M | 1.4% | +0.3% | 0.075% | |
11/1/2024 | Aspire Wealth Management Corp | 3,034 | $799K | 0.4% | -2.6% | 0.002% | |
11/1/2024 | Advocacy Wealth Management Services LLC | 10,518 | $2.77M | 0.2% | -0.6% | 0.007% | |
11/1/2024 | Summit Global Investments | 1,025 | $270K | 0.0% | N/A | 0.001% | |
11/1/2024 | Vista Capital Partners Inc. | 5,787 | $1.52M | 0.2% | -5.9% | 0.004% | |
10/31/2024 | US Financial Advisors LLC | 773 | $204K | 0.1% | N/A | 0.001% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 1,476 | $389K | 0.1% | -3.7% | 0.001% | |
10/31/2024 | Wealth Architects LLC | 70,141 | $18.47M | 2.1% | -3.1% | 0.049% | |
10/31/2024 | JNBA Financial Advisors | 30,767 | $8.10M | 0.8% | -0.3% | 0.021% | |
10/31/2024 | Concurrent Investment Advisors LLC | 1,639 | $431K | 0.0% | +55.4% | 0.001% | |
10/30/2024 | Maia Wealth LLC | 1,078 | $287K | 0.1% | N/A | 0.001% | |
10/30/2024 | RTD Financial Advisors Inc. | 4,517 | $1.19M | 0.2% | +2.4% | 0.003% | |
10/30/2024 | White Lighthouse Investment Management Inc. | 2,058 | $542K | 0.1% | +4.7% | 0.001% | |
10/30/2024 | Beacon Financial Advisory LLC | 825 | $217K | 0.1% | N/A | 0.001% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 2,914 | $767K | 0.0% | N/A | 0.002% | |
10/30/2024 | Balentine LLC | 1,229,413 | $323.69M | 12.7% | +18.7% | 0.855% | |
10/30/2024 | Crescent Grove Advisors LLC | 3,668 | $969K | 0.1% | -1.1% | 0.003% | |
10/30/2024 | JFG Wealth Management LLC | 629,138 | $165.65M | 45.4% | -4.2% | 0.438% | |
10/30/2024 | Johnson Financial Group LLC | 1,449,565 | $381.66M | 46.4% | +2.0% | 1.008% | |
10/30/2024 | Crestwood Advisors Group LLC | 1,150 | $303K | 0.0% | +21.3% | 0.001% | |
10/30/2024 | Ameritas Advisory Services LLC | 22,144 | $5.83M | 0.3% | +231.8% | 0.015% | |
10/30/2024 | Pittenger & Anderson Inc. | 321,120 | $84.55M | 3.2% | +1.7% | 0.223% | |
10/30/2024 | James J. Burns & Company LLC | 552,146 | $145.37M | 26.3% | -2.1% | 0.384% | |
10/30/2024 | Cary Street Partners Asset Management LLC | 29,249 | $7.70M | 1.0% | +0.2% | 0.020% | |
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10/30/2024 | FSM Wealth Advisors LLC | 1,326 | $349K | 0.1% | N/A | 0.001% | |
10/30/2024 | Catalyst Capital Advisors LLC | 410,501 | $108.08M | 2.4% | -5.8% | 0.286% | |
10/30/2024 | Hazlett Burt & Watson Inc. | 1,182 | $309K | 0.1% | -6.0% | 0.001% | |
10/30/2024 | Leeward Financial Partners LLC | 44,975 | $11.84M | 4.5% | +1.2% | 0.031% | |
10/30/2024 | QRG Capital Management Inc. | 144,821 | $38.13M | 0.4% | +9.2% | 0.101% | |
10/30/2024 | Wheelhouse Advisory Group LLC | 53,103 | $13.98M | 9.3% | +2.8% | 0.037% | |
10/29/2024 | Northeast Investment Management | 34,469 | $9.08M | 0.4% | -4.1% | 0.024% | |
10/29/2024 | Roman Butler Fullerton & Co. | 5,510 | $1.47M | 0.4% | -1.6% | 0.004% | |
10/29/2024 | Forum Financial Management LP | 6,399 | $1.69M | 0.0% | +1.2% | 0.004% | |
10/29/2024 | Janney Montgomery Scott LLC | 82,261 | $21.66M | 0.1% | -1.4% | 0.057% | |
10/29/2024 | Indie Asset Partners LLC | 1,187 | $313K | 0.2% | N/A | 0.001% | |
10/29/2024 | Pure Financial Advisors LLC | 124,954 | $32.90M | 0.8% | -6.8% | 0.087% | |
10/29/2024 | Clear Creek Financial Management LLC | 782 | $206K | 0.0% | N/A | 0.001% | |
10/29/2024 | Brooklyn FI LLC | 2,103 | $554K | 0.2% | N/A | 0.001% | |
10/29/2024 | Cabana LLC | 2,799 | $737K | 4.1% | -23.8% | 0.002% | |
10/29/2024 | Sage Financial Group Inc. | 112,182 | $29.54M | 2.4% | -0.2% | 0.078% | |
10/29/2024 | Farther Finance Advisors LLC | 24,397 | $6.42M | 0.2% | -1.1% | 0.017% | |
10/29/2024 | Capital Advisors Inc. OK | 1,613 | $425K | 0.0% | -18.3% | 0.001% | |
10/28/2024 | CacheTech Inc. | 59,803 | $15.75M | 3.4% | -1.5% | 0.042% | |
10/28/2024 | Addis & Hill Inc | 176,679 | $46.52M | 35.6% | -0.5% | 0.123% | |
10/28/2024 | Wade Financial Advisory Inc | 98,897 | $26.04M | 8.8% | -0.4% | 0.069% | |
10/28/2024 | Sensible Financial Planning & Management LLC. | 1,560 | $411K | 0.1% | N/A | 0.001% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 1,796 | $473K | 0.0% | -7.1% | 0.001% | |
10/28/2024 | Focus Financial Network Inc. | 2,863 | $756K | 0.0% | -1.4% | 0.002% | |
10/28/2024 | United Asset Strategies Inc. | 3,043 | $801K | 0.1% | -1.2% | 0.002% | |
10/28/2024 | US Bancorp DE | 31,503 | $8.29M | 0.0% | +7.3% | 0.022% | |
10/25/2024 | S.A. Mason LLC | 7,065 | $1.86M | 1.0% | -2.4% | 0.005% | |
10/25/2024 | Fiducient Advisors LLC | 16,733 | $4.42M | 0.5% | -1.3% | 0.012% | |
10/25/2024 | JFS Wealth Advisors LLC | 17,163 | $4.52M | 0.3% | +15.3% | 0.012% | |
10/25/2024 | Highline Wealth Partners LLC | 240 | $63K | 0.0% | N/A | 0.000% | |
10/25/2024 | Lodestar Private Asset Management LLC | 23,595 | $6.21M | 0.8% | -0.9% | 0.016% | |
10/25/2024 | Better Money Decisions LLC | 1,043 | $275K | 0.2% | +6.8% | 0.001% | |
10/25/2024 | Eagle Strategies LLC | 5,026 | $1.32M | 0.2% | +3.7% | 0.003% | |
10/25/2024 | Atmos Advisory LLC | 59,421 | $15.65M | 11.1% | +3.9% | 0.041% | |
10/25/2024 | Strategic Blueprint LLC | 858 | $226K | 0.0% | +5.9% | 0.001% | |
10/25/2024 | Diversify Advisory Services LLC | 793 | $212K | 0.0% | N/A | 0.001% | |
10/25/2024 | SC&H Financial Advisors Inc. | 46,285 | $12.19M | 2.7% | -1.5% | 0.032% | |
10/25/2024 | MBA Advisors LLC | 2,648 | $697K | 0.3% | +4.3% | 0.002% | |
10/25/2024 | Cantor Fitzgerald Investment Advisors L.P. | 10,621 | $2.80M | 0.2% | +1.0% | 0.007% | |
10/25/2024 | Pallas Capital Advisors LLC | 7,996 | $2.13M | 0.1% | +12.6% | 0.006% | |
10/24/2024 | Hibernia Wealth Partners LLC | 1,156 | $304K | 0.1% | N/A | 0.001% | |
10/24/2024 | Peterson Wealth Advisors LLC | 2,405 | $633K | 0.1% | -1.6% | 0.002% | |
10/24/2024 | J.W. Cole Advisors Inc. | 10,286 | $2.71M | 0.1% | +0.4% | 0.007% | |
10/24/2024 | Valley National Advisers Inc. | 2,193 | $577K | 0.1% | -4.2% | 0.002% | |
10/24/2024 | Financial Management Professionals Inc. | 61,749 | $16.26M | 2.0% | +1.0% | 0.043% | |
10/24/2024 | Capital Advisors Ltd. LLC | 49,198 | $12.95M | 1.6% | +3.4% | 0.034% | |
10/24/2024 | Goldstein Advisors LLC | 2,628 | $692K | 0.1% | +4.2% | 0.002% | |
10/24/2024 | Bristlecone Advisors LLC | 80,186 | $21.11M | 1.7% | -0.1% | 0.056% | |
10/24/2024 | Modera Wealth Management LLC | 21,132 | $5.56M | 0.1% | -3.2% | 0.015% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 186,862 | $49.20M | 0.1% | -8.7% | 0.130% | |
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10/23/2024 | Allworth Financial LP | 31,397 | $8.27M | 0.1% | -0.7% | 0.022% | |
10/23/2024 | Country Club Bank | 14,024 | $3.68M | 0.2% | +0.8% | 0.010% | |
10/23/2024 | Joel Isaacson & Co. LLC | 865 | $228K | 0.0% | N/A | 0.001% | |
10/23/2024 | Tarbox Family Office Inc. | 50,348 | $13.26M | 2.2% | -0.4% | 0.035% | |
10/23/2024 | Strategic Investment Solutions Inc. IL | 667 | $176K | 0.1% | +9.3% | 0.000% | |
10/23/2024 | Blackston Financial Advisory Group LLC | 46,081 | $12.13M | 6.3% | N/A | 0.032% | |
10/23/2024 | Ballentine Partners LLC | 388,526 | $102.30M | 1.7% | -0.5% | 0.270% | |
10/23/2024 | Woodard & Co. Asset Management Group Inc. ADV | 112,216 | $29.55M | 6.6% | -10.0% | 0.078% | |
10/23/2024 | Grimes & Company Inc. | 1,628 | $429K | 0.0% | -18.4% | 0.001% | |
10/23/2024 | Fairman Group LLC | 5,686 | $1.50M | 1.4% | -3.7% | 0.004% | |