5/17/2024 | Investmark Advisory Group LLC | 224,018 | $12.77M | 7.0% | +1.6% | 0.140% | |
5/16/2024 | Waverly Advisors LLC | 57,142 | $3.26M | 0.1% | +0.5% | 0.036% | |
5/15/2024 | Ascent Group LLC | 8,136 | $464K | 0.0% | -5.9% | 0.005% | |
5/15/2024 | Beaird Harris Wealth Management LLC | 44,371 | $2.53M | 0.2% | -4.2% | 0.028% | |
5/15/2024 | Kestra Advisory Services LLC | 562,586 | $32.06M | 0.2% | +6.8% | 0.353% | |
5/15/2024 | LRI Investments LLC | 40,545 | $2.30M | 0.3% | N/A | 0.025% | |
|
5/14/2024 | JT Stratford LLC | 14,980 | $854K | 0.2% | +56.5% | 0.009% | |
5/14/2024 | Cadence Bank | 14,780 | $842K | 0.1% | -2.8% | 0.009% | |
5/14/2024 | EP Wealth Advisors LLC | 28,232 | $1.61M | 0.0% | -26.4% | 0.018% | |
5/14/2024 | CreativeOne Wealth LLC | 40,759 | $2.32M | 0.1% | N/A | 0.026% | |
5/14/2024 | Andrews Lucia Wealth Management LLC | 47,246 | $2.69M | 1.9% | -1.0% | 0.030% | |
5/14/2024 | Sax Wealth Advisors LLC | 2,748,910 | $156.63M | 18.3% | +248.6% | 1.723% | |
5/14/2024 | Northwest Wealth Management LLC | 34,196 | $1.95M | 0.5% | +198.1% | 0.021% | |
5/14/2024 | Kraft Asset Management LLC | 115,247 | $6.57M | 5.3% | +1.0% | 0.072% | |
5/13/2024 | Safeguard Investment Advisory Group LLC | 35,525 | $2.02M | 0.7% | -10.0% | 0.022% | |
5/13/2024 | Index Fund Advisors Inc. | 5,994,170 | $341.55M | 18.9% | -0.4% | 3.758% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 14,369 | $819K | 0.0% | +10.8% | 0.009% | |
5/10/2024 | Osaic Holdings Inc. | 184,642 | $10.52M | 0.0% | -35.7% | 0.116% | |
5/10/2024 | Pinnacle Wealth Planning Services Inc. | 54,654 | $3.11M | 0.5% | -3.9% | 0.034% | |
5/10/2024 | Towercrest Capital Management | 5,721 | $326K | 0.1% | -42.0% | 0.004% | |
5/10/2024 | ARK & TLK Investments LLC | 511,360 | $29.14M | 9.4% | -2.8% | 0.321% | |
5/9/2024 | Forum Financial Management LP | 1,355,438 | $77.23M | 1.3% | -2.1% | 0.850% | |
5/9/2024 | ProVise Management Group LLC | 124,449 | $7.09M | 0.6% | -0.2% | 0.078% | |
5/9/2024 | Orion Portfolio Solutions LLC | 46,087 | $2.63M | 0.0% | +10.2% | 0.029% | |
5/8/2024 | Focused Wealth Management Inc | 4,976 | $284K | 0.0% | -6.7% | 0.003% | |
5/8/2024 | Avantax Advisory Services Inc. | 38,520 | $2.20M | 0.0% | +30.0% | 0.024% | |
5/8/2024 | US Bancorp DE | 27,725 | $1.58M | 0.0% | -7.1% | 0.017% | |
5/8/2024 | Russell Investments Group Ltd. | 1,118 | $64K | 0.0% | -41.4% | 0.001% | |
5/8/2024 | QRG Capital Management Inc. | 10,486 | $597K | 0.0% | -20.7% | 0.007% | |
5/7/2024 | Stonebrook Private Inc. | 123,733 | $7.05M | 2.1% | +20.1% | 0.078% | |
5/7/2024 | TCI Wealth Advisors Inc. | 2,276,910 | $129.74M | 12.8% | -0.3% | 1.428% | |
5/7/2024 | Retirement Solution Inc. | 500,927 | $28.54M | 7.7% | -0.9% | 0.314% | |
5/7/2024 | CarsonAllaria Wealth Management Ltd. | 256,293 | $14.60M | 9.2% | -0.3% | 0.161% | |
5/7/2024 | PFG Advisors | 133,155 | $7.59M | 0.6% | +4.9% | 0.083% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 65,306 | $3.72M | 0.1% | +4.7% | 0.041% | |
5/7/2024 | Wealthspire Advisors LLC | 14,235 | $811K | 0.0% | +6.7% | 0.009% | |
5/7/2024 | Karpas Strategies LLC | 4,941 | $282K | 0.1% | +15.0% | 0.003% | |
5/7/2024 | Empowered Funds LLC | 43,772 | $2.49M | 0.0% | N/A | 0.027% | |
5/6/2024 | Gill Capital Partners LLC | 7,286 | $398K | 0.2% | -8.2% | 0.005% | |
5/6/2024 | Advisory Services Network LLC | 70,324 | $4.01M | 0.1% | -0.8% | 0.044% | |
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5/6/2024 | Ruedi Wealth Management Inc. | 261,408 | $14.90M | 6.3% | -2.2% | 0.164% | |
5/6/2024 | DiNuzzo Private Wealth Inc. | 1,307,486 | $74.50M | 10.1% | +0.1% | 0.820% | |
5/6/2024 | Financial Council LLC | 48,387 | $2.76M | 1.6% | -12.7% | 0.030% | |
5/4/2024 | R. W. Roge & Company Inc. | 7,377 | $421K | 0.3% | +10.5% | 0.005% | |
5/4/2024 | Disciplined Equity Management Inc. | 487,350 | $27.77M | 18.4% | +0.8% | 0.308% | |
5/4/2024 | Geneos Wealth Management Inc. | 15,040 | $857K | 0.0% | -7.6% | 0.010% | |
5/4/2024 | Csenge Advisory Group | 9,586 | $546K | 0.0% | +11.0% | 0.006% | |
5/3/2024 | Signaturefd LLC | 31,962 | $1.82M | 0.0% | N/A | 0.020% | |
5/3/2024 | TFB Advisors LLC | 10,799 | $588K | 0.2% | +12.2% | 0.007% | |
5/3/2024 | Larson Financial Group LLC | 271,974 | $15.50M | 1.2% | -5.0% | 0.172% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 166,039 | $9.46M | 1.1% | -42.2% | 0.105% | |
5/3/2024 | Whittier Trust Co. | 2,141 | $122K | 0.0% | -67.8% | 0.001% | |
5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 18,023 | $1.03M | 0.0% | -1.4% | 0.011% | |
5/2/2024 | Consolidated Planning Corp | 119,498 | $6.81M | 1.2% | -24.0% | 0.076% | |
5/2/2024 | Elevate Wealth Advisory Inc. | 43,207 | $2.46M | 2.1% | -1.2% | 0.027% | |
5/1/2024 | Intelligence Driven Advisers LLC | 1,701,852 | $96.97M | 14.3% | -3.4% | 1.077% | |
5/1/2024 | Colony Family Offices LLC | 951,907 | $54.24M | 17.5% | +1.2% | 0.602% | |
5/1/2024 | Mission Wealth Management LP | 117,903 | $6.72M | 0.2% | +0.4% | 0.075% | |
5/1/2024 | Envision Financial Planning LLC | 168,531 | $9.60M | 7.8% | -0.6% | 0.107% | |
5/1/2024 | Sequoia Financial Advisors LLC | 1,618,735 | $92.24M | 1.1% | -0.5% | 1.025% | |
5/1/2024 | Diversify Advisory Services LLC | 15,805 | $899K | 0.1% | N/A | 0.010% | |
4/30/2024 | Private Advisor Group LLC | 297,804 | $16.97M | 0.1% | -5.3% | 0.188% | |
4/30/2024 | Lodestone Wealth Management LLC | 34,516 | $1.97M | 1.0% | +7.1% | 0.022% | |
4/30/2024 | J.W. Cole Advisors Inc. | 19,843 | $1.13M | 0.1% | +8.6% | 0.013% | |
4/30/2024 | Hartline Investment Corp | 9,583 | $546K | 0.1% | N/A | 0.006% | |
4/30/2024 | Valued Wealth Advisors LLC | 12,546 | $715K | 0.5% | +6.2% | 0.008% | |
4/30/2024 | RF&L Wealth Management LLC | 147,283 | $8.39M | 6.5% | -0.3% | 0.093% | |
4/30/2024 | Concord Wealth Partners | 150,914 | $8.60M | 1.5% | +6.7% | 0.096% | |
4/30/2024 | Vance Wealth Inc. | 5,408 | $308K | 0.1% | +4.3% | 0.003% | |
4/30/2024 | Private Wealth Management Group LLC | 187,384 | $10.68M | 4.8% | -1.5% | 0.119% | |
4/30/2024 | Hutchens & Kramer Investment Management Group LLC | 6,263 | $356K | 0.2% | +43.7% | 0.004% | |
4/30/2024 | Investment Advisory Group LLC | 71,891 | $4.10M | 1.7% | +31.5% | 0.046% | |
4/29/2024 | Commonwealth Equity Services LLC | 1,155,627 | $65.85M | 0.1% | +10.9% | 0.731% | |
4/29/2024 | FAS Wealth Partners Inc. | 25,206 | $1.44M | 0.1% | +19.9% | 0.016% | |
4/29/2024 | American Capital Advisory LLC | 49,482 | $2.82M | 2.2% | -37.0% | 0.031% | |
4/29/2024 | PBMares Wealth Management LLC | 235,928 | $13.44M | 3.5% | -0.3% | 0.149% | |
4/29/2024 | First National Bank & Trust Co. of Newtown | 30,857 | $1.76M | 0.4% | N/A | 0.020% | |
4/29/2024 | Intelligent Financial Strategies | 11,370 | $648K | 0.4% | -6.7% | 0.007% | |
4/27/2024 | Glass Jacobson Investment Advisors llc | 28,095 | $1.60M | 0.6% | -0.7% | 0.018% | |
4/27/2024 | Capital Performance Advisors LLP | 154,858 | $8.82M | 3.4% | -1.4% | 0.098% | |
4/27/2024 | Austin Asset Management Co Inc | 1,033,902 | $58.91M | 12.9% | -0.9% | 0.654% | |
4/26/2024 | Acorn Wealth Advisors LLC | 44,334 | $2.53M | 1.3% | +33.6% | 0.028% | |
4/26/2024 | YHB Investment Advisors Inc. | 3,566 | $203K | 0.0% | N/A | 0.002% | |
4/26/2024 | Quantum Financial Advisors LLC | 108,916 | $6.21M | 1.1% | -0.6% | 0.069% | |
4/26/2024 | Chicago Partners Investment Group LLC | 818,894 | $45.06M | 1.9% | +37.4% | 0.518% | |
4/26/2024 | Heritage Wealth Management Inc. Texas | 825,865 | $47.06M | 30.6% | +0.5% | 0.523% | |
4/26/2024 | Claris Advisors LLC MO | 226,316 | $12.90M | 6.5% | -1.8% | 0.143% | |
4/25/2024 | Mendota Financial Group LLC | 183,255 | $10.44M | 6.1% | +275.6% | 0.116% | |
4/25/2024 | Capital Investment Advisory Services LLC | 1,523 | $87K | 0.0% | -78.9% | 0.001% | |
4/25/2024 | Keb Asset Management LLC | 254,264 | $14.49M | 4.9% | -1.1% | 0.161% | |
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4/25/2024 | IAG Wealth Partners LLC | 2,225 | $127K | 0.0% | -9.6% | 0.001% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 229,524 | $13.08M | 0.1% | +103.9% | 0.145% | |
4/24/2024 | Zhang Financial LLC | 1,640,761 | $93.49M | 6.9% | +18.1% | 1.038% | |
4/24/2024 | 1900 Wealth Management LLC | 781,944 | $44.56M | 4.1% | -0.9% | 0.495% | |
4/24/2024 | Greenspring Advisors LLC | 6,500 | $370K | 0.1% | N/A | 0.004% | |
4/24/2024 | Simplicity Wealth LLC | 14,119 | $805K | 0.0% | N/A | 0.009% | |
4/24/2024 | NBT Bank N A NY | 38,480 | $2.19M | 0.2% | -0.9% | 0.024% | |
4/24/2024 | Spire Wealth Management | 250,436 | $14.27M | 0.6% | +1.0% | 0.159% | |
4/24/2024 | Gemmer Asset Management LLC | 87,693 | $5.00M | 0.6% | -1.6% | 0.056% | |
4/24/2024 | Essex Financial Services Inc. | 5,905 | $336K | 0.0% | +7.7% | 0.004% | |