5/17/2024 | Comerica Bank | 724 | $65K | 0.0% | -75.2% | 0.001% | |
5/16/2024 | WMS Partners LLC | 806,203 | $72.16M | 4.9% | +11.0% | 1.118% | |
5/15/2024 | LRI Investments LLC | 1,529 | $135K | 0.0% | N/A | 0.002% | |
5/14/2024 | Capital Group Private Client Services Inc. | 56,331 | $5.04M | 0.1% | +0.3% | 0.078% | |
5/14/2024 | Axxcess Wealth Management LLC | 11,906 | $1.07M | 0.0% | +113.9% | 0.017% | |
5/14/2024 | CreativeOne Wealth LLC | 16,457 | $1.47M | 0.1% | +498.2% | 0.023% | |
|
5/14/2024 | Northwest Wealth Management LLC | 85,996 | $7.70M | 2.1% | +8.8% | 0.119% | |
5/14/2024 | Mattern Wealth Management LLC | 114,535 | $10.25M | 2.5% | +0.4% | 0.159% | |
5/13/2024 | Safeguard Investment Advisory Group LLC | 3,763 | $337K | 0.1% | N/A | 0.005% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 1,967 | $176K | 0.0% | N/A | 0.003% | |
5/11/2024 | Orion Capital Management LLC | 88,233 | $7.90M | 4.2% | +8.1% | 0.122% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 28,010 | $2.51M | 0.9% | +173.5% | 0.039% | |
5/10/2024 | ARK & TLK Investments LLC | 16,795 | $1.50M | 0.5% | +15.5% | 0.023% | |
5/10/2024 | Truepoint Inc. | 9,770 | $874K | 0.0% | -6.5% | 0.014% | |
5/10/2024 | GM Advisory Group LLC | 2,237 | $200K | 0.0% | N/A | 0.003% | |
5/10/2024 | Nwam LLC | 3,378 | $297K | 0.0% | -14.8% | 0.005% | |
5/9/2024 | Forum Financial Management LP | 59,555 | $5.33M | 0.1% | -10.1% | 0.083% | |
5/9/2024 | Leo Wealth LLC | 411,427 | $36.78M | 3.8% | +5.9% | 0.570% | |
5/9/2024 | Angeles Wealth Management LLC | 19,750 | $1.77M | 0.2% | +28.0% | 0.027% | |
5/8/2024 | Cozad Asset Management Inc. | 11,132 | $996K | 0.1% | +30.9% | 0.015% | |
5/8/2024 | Avantax Advisory Services Inc. | 71,723 | $6.42M | 0.1% | -8.3% | 0.099% | |
5/8/2024 | Trademark Financial Management LLC | 42,957 | $3.85M | 3.2% | -56.0% | 0.060% | |
5/8/2024 | Tranquility Partners LLC | 4,107 | $368K | 0.1% | +4.6% | 0.006% | |
5/7/2024 | Capital Square LLC | 7,718 | $691K | 0.5% | N/A | 0.011% | |
5/7/2024 | WMG Financial Advisors LLC | 387,012 | $34.64M | 19.8% | +5.6% | 0.537% | |
5/7/2024 | Stonebrook Private Inc. | 2,528 | $226K | 0.1% | N/A | 0.004% | |
5/7/2024 | Atomi Financial Group Inc. | 6,000 | $537K | 0.0% | N/A | 0.008% | |
5/7/2024 | Facet Wealth Inc. | 34,415 | $3.02M | 0.1% | -27.8% | 0.048% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 7,658 | $685K | 0.0% | +6.8% | 0.011% | |
5/6/2024 | Ruedi Wealth Management Inc. | 27,100 | $2.43M | 1.0% | -11.5% | 0.038% | |
5/4/2024 | Geneos Wealth Management Inc. | 27,552 | $2.47M | 0.1% | -7.7% | 0.038% | |
5/3/2024 | Avidian Wealth Solutions LLC | 7,247 | $649K | 0.0% | -89.8% | 0.010% | |
5/3/2024 | TFB Advisors LLC | 18,324 | $1.56M | 0.6% | +26.9% | 0.025% | |
5/3/2024 | Callan Capital LLC | 90,044 | $8.06M | 0.7% | -8.6% | 0.125% | |
5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 22,272 | $1.99M | 0.6% | +29.5% | 0.031% | |
5/2/2024 | Mutual Advisors LLC | 90,575 | $8.11M | 0.3% | +31.4% | 0.126% | |
5/2/2024 | USAdvisors Wealth Management LLC | 11,528 | $1.03M | 0.4% | -1.1% | 0.016% | |
5/2/2024 | Elevate Wealth Advisory Inc. | 2,711 | $243K | 0.2% | +34.5% | 0.004% | |
5/2/2024 | Flagstone Financial Management | 116,124 | $10.39M | 4.0% | +3.9% | 0.159% | |
5/2/2024 | REDW Wealth LLC | 245,404 | $21.96M | 5.9% | +7.4% | 0.337% | |
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5/1/2024 | Tanager Wealth Management LLP | 169,366 | $15.16M | 2.4% | +49.7% | 0.232% | |
5/1/2024 | Intelligence Driven Advisers LLC | 25,601 | $2.29M | 0.3% | -17.3% | 0.035% | |
5/1/2024 | Mission Wealth Management LP | 3,337 | $299K | 0.0% | N/A | 0.005% | |
5/1/2024 | Bridgewater Advisors Inc. | 248,193 | $22.21M | 3.3% | +28.3% | 0.341% | |
4/30/2024 | Private Advisor Group LLC | 69,828 | $6.25M | 0.0% | +7.6% | 0.096% | |
4/30/2024 | HB Wealth Management LLC | 53,746 | $4.81M | 0.1% | -2.1% | 0.074% | |
4/30/2024 | Valued Wealth Advisors LLC | 14,296 | $1.28M | 0.9% | +2.1% | 0.020% | |
4/30/2024 | MN Wealth Advisors LLC | 48,834 | $4.37M | 2.7% | +0.7% | 0.067% | |
4/30/2024 | Private Wealth Management Group LLC | 1,465 | $131K | 0.1% | -65.2% | 0.002% | |
4/30/2024 | Perigon Wealth Management LLC | 78,403 | $7.02M | 0.2% | +34.3% | 0.108% | |
4/30/2024 | Hutchens & Kramer Investment Management Group LLC | 18,977 | $1.69M | 1.0% | +2.7% | 0.026% | |
4/30/2024 | Lakeridge Wealth Management LLC | 45,000 | $4.03M | 2.6% | +5.9% | 0.062% | |
4/29/2024 | Commonwealth Equity Services LLC | 395,578 | $35.40M | 0.1% | +8.0% | 0.543% | |
4/29/2024 | FAS Wealth Partners Inc. | 149,184 | $13.35M | 1.2% | +2.3% | 0.205% | |
4/29/2024 | Castle Wealth Management LLC | 46,620 | $4.17M | 2.2% | -1.6% | 0.064% | |
4/29/2024 | Paragon Advisors LLC | 7,268 | $650K | 0.3% | +75.5% | 0.010% | |
4/29/2024 | Brio Consultants LLC | 86,474 | $7.74M | 1.3% | -6.3% | 0.119% | |
4/29/2024 | Intelligent Financial Strategies | 1,258 | $113K | 0.1% | -74.1% | 0.002% | |
4/27/2024 | Fonville Wealth Management LLC | 74,748 | $6.69M | 3.0% | +2.5% | 0.103% | |
4/27/2024 | Austin Asset Management Co Inc | 8,979 | $804K | 0.2% | -2.7% | 0.012% | |
4/26/2024 | Quarry Hill Advisors LLC | 51,864 | $4.64M | 3.4% | -5.3% | 0.071% | |
4/26/2024 | Crestone Asset Management LLC | 2,339 | $209K | 0.0% | N/A | 0.003% | |
4/26/2024 | Sage Rhino Capital LLC | 105,569 | $9.45M | 2.2% | -2.1% | 0.145% | |
4/26/2024 | SFG Wealth Management LLC. | 69,173 | $6.19M | 3.7% | -5.6% | 0.095% | |
4/26/2024 | Quantum Financial Advisors LLC | 860,867 | $77.05M | 13.5% | +5.9% | 1.181% | |
4/26/2024 | Chicago Partners Investment Group LLC | 179,706 | $15.51M | 0.7% | +3.4% | 0.247% | |
4/25/2024 | Allworth Financial LP | 2,246,289 | $201.04M | 1.4% | +1.8% | 3.083% | |
4/25/2024 | Fielder Capital Group LLC | 43,868 | $3.93M | 1.8% | +4.2% | 0.060% | |
4/25/2024 | Capital Investment Advisory Services LLC | 15,711 | $1.41M | 0.2% | -52.5% | 0.022% | |
4/24/2024 | Zhang Financial LLC | 143,143 | $12.81M | 0.9% | +67.2% | 0.196% | |
4/24/2024 | Greenspring Advisors LLC | 107,759 | $9.64M | 2.4% | +2.1% | 0.148% | |
4/24/2024 | SOL Capital Management CO | 52,771 | $4.72M | 0.6% | -13.9% | 0.072% | |
4/24/2024 | Waypoint Wealth Partners Inc. | 940,922 | $84.21M | 24.0% | +4.4% | 1.291% | |
4/24/2024 | Smith Anglin Financial LLC | 502,863 | $45.01M | 4.6% | +2.4% | 0.690% | |
4/24/2024 | Simplicity Wealth LLC | 6,184 | $553K | 0.0% | N/A | 0.008% | |
4/23/2024 | Meredith Wealth Planning | 64,409 | $5.77M | 3.2% | +2.5% | 0.088% | |
4/23/2024 | BSW Wealth Partners | 212,215 | $18.99M | 3.2% | +1,431.5% | 0.291% | |
4/23/2024 | Canvas Wealth Advisors LLC | 59,805 | $5.08M | 1.7% | +9.9% | 0.082% | |
4/23/2024 | Regatta Capital Group LLC | 90,585 | $8.11M | 1.8% | -17.6% | 0.124% | |
4/23/2024 | Strategic Blueprint LLC | 405,374 | $36.28M | 2.6% | +0.6% | 0.556% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 260,013 | $23.27M | 0.0% | +6.9% | 0.357% | |
4/22/2024 | Strategic Financial Concepts LLC | 125,974 | $11.28M | 2.7% | +1,035.5% | 0.173% | |
4/22/2024 | Pacific Life Fund Advisors LLC | 1,560,168 | $139.64M | 13.7% | +5.4% | 2.141% | |
4/22/2024 | Arista Wealth Management LLC | 2,270 | $203K | 0.2% | N/A | 0.003% | |
4/22/2024 | Rockwood Wealth Management LLC | 396,107 | $35.45M | 4.6% | -0.4% | 0.544% | |
4/22/2024 | Sollinda Capital Management LLC | 27,606 | $2.47M | 0.8% | +11.2% | 0.038% | |
4/22/2024 | Raymond James & Associates | 211,056 | $18.89M | 0.0% | +3.7% | 0.290% | |
4/22/2024 | Echo Wealth Management LLC | 88,399 | $7.91M | 6.6% | -6.7% | 0.121% | |
4/22/2024 | Trellis Wealth Advisors LLC | 231,439 | $20.71M | 11.7% | +0.1% | 0.318% | |
4/22/2024 | Physician Wealth Solutions Inc. | 29,878 | $2.67M | 2.2% | -0.9% | 0.041% | |
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4/20/2024 | KWB Wealth | 28,695 | $2.57M | 0.3% | -4.0% | 0.039% | |
4/19/2024 | ZRC Wealth Management LLC | 31,290 | $2.80M | 1.4% | +0.8% | 0.043% | |
4/19/2024 | Cornerstone Wealth Management LLC | 47,267 | $4.23M | 0.3% | +5.8% | 0.065% | |
4/19/2024 | PCG Wealth Advisors LLC | 3,622 | $324K | 0.2% | +3.5% | 0.005% | |
4/19/2024 | AWM Capital LLC | 428,882 | $38.39M | 6.4% | -1.9% | 0.589% | |
4/18/2024 | Integrity Wealth Solutions LLC | 31,661 | $2.83M | 1.9% | +3.6% | 0.043% | |
4/18/2024 | Silverlake Wealth Management LLC | 29,411 | $2.63M | 1.3% | +1.2% | 0.040% | |
4/18/2024 | CAP Partners LLC | 9,290 | $831K | 0.7% | N/A | 0.013% | |
4/18/2024 | WESPAC Advisors SoCal LLC | 7,805 | $699K | 0.2% | +3.4% | 0.011% | |
4/18/2024 | Morris Financial Concepts Inc. | 24,668 | $2.21M | 1.1% | -1.4% | 0.034% | |