5/16/2024 | Jane Street Group LLC | 251,938 | $6.31M | 0.0% | -51.5% | 0.391% | |
5/16/2024 | Waverly Advisors LLC | 75,229 | $1.89M | 0.0% | +260.1% | 0.117% | |
5/15/2024 | Perritt Capital Management Inc. | 302,048 | $7.57M | 4.1% | +1.8% | 0.469% | |
5/14/2024 | OLD Mission Capital LLC | 334,951 | $8.39M | 0.1% | +775.7% | 0.520% | |
5/14/2024 | Andrews Lucia Wealth Management LLC | 15,106 | $379K | 0.3% | -4.3% | 0.023% | |
5/14/2024 | Sax Wealth Advisors LLC | 34,871 | $874K | 0.1% | -4.2% | 0.054% | |
|
5/13/2024 | Index Fund Advisors Inc. | 344,862 | $8.64M | 0.5% | +19.5% | 0.536% | |
5/9/2024 | Forum Financial Management LP | 799,532 | $20.04M | 0.3% | +5.6% | 1.242% | |
5/9/2024 | Orion Portfolio Solutions LLC | 114,897 | $2.88M | 0.0% | -44.6% | 0.178% | |
5/8/2024 | Trademark Financial Management LLC | 12,260 | $307K | 0.3% | -66.5% | 0.019% | |
5/8/2024 | Tranquility Partners LLC | 13,822 | $346K | 0.1% | +8.2% | 0.021% | |
5/8/2024 | Watershed Private Wealth LLC | 8,470 | $212K | 0.1% | -22.3% | 0.013% | |
5/7/2024 | TCI Wealth Advisors Inc. | 739,189 | $18.52M | 1.8% | +7.0% | 1.148% | |
5/7/2024 | 49 Wealth Management LLC | 56,203 | $1.40M | 0.3% | +34.0% | 0.087% | |
5/7/2024 | PFG Advisors | 42,421 | $1.06M | 0.1% | +6.7% | 0.066% | |
5/6/2024 | Ruedi Wealth Management Inc. | 44,566 | $1.12M | 0.5% | +13.5% | 0.069% | |
5/6/2024 | Advisory Alpha LLC | 69,798 | $1.75M | 0.1% | +2.9% | 0.108% | |
5/6/2024 | DiNuzzo Private Wealth Inc. | 56,634 | $1.42M | 0.2% | +11.6% | 0.088% | |
5/3/2024 | Larson Financial Group LLC | 1,066,516 | $26.73M | 2.1% | -2.9% | 1.688% | |
5/2/2024 | Quent Capital LLC | 9,227 | $231K | 0.0% | +229.7% | 0.015% | |
5/1/2024 | Blue Trust Inc. | 38,401 | $962K | 0.0% | +13.0% | 0.061% | |
5/1/2024 | Prosperity Consulting Group LLC | 8,013 | $201K | 0.0% | N/A | 0.013% | |
5/1/2024 | Colony Family Offices LLC | 19,840 | $497K | 0.2% | +47.0% | 0.031% | |
5/1/2024 | Sequoia Financial Advisors LLC | 122,720 | $3.08M | 0.0% | +10.0% | 0.194% | |
4/30/2024 | Private Advisor Group LLC | 53,241 | $1.33M | 0.0% | +20.0% | 0.084% | |
4/29/2024 | Commonwealth Equity Services LLC | 185,434 | $4.65M | 0.0% | +6.7% | 0.293% | |
4/29/2024 | Aspire Wealth Management Corp | 31,342 | $785K | 0.5% | N/A | 0.050% | |
4/29/2024 | Wealthspan Partners LLC | 30,703 | $769K | 0.5% | +12.6% | 0.049% | |
4/29/2024 | PBMares Wealth Management LLC | 41,323 | $1.04M | 0.3% | +28.4% | 0.065% | |
4/27/2024 | Glass Jacobson Investment Advisors llc | 69,248 | $1.74M | 0.7% | +8.1% | 0.110% | |
4/27/2024 | Austin Asset Management Co Inc | 66,457 | $1.67M | 0.4% | +16.1% | 0.105% | |
4/25/2024 | Capital Investment Advisory Services LLC | 3,858 | $97K | 0.0% | +3,088.4% | 0.006% | |
4/25/2024 | Tilson Financial Group Inc. | 111,032 | $2.78M | 1.5% | +46.3% | 0.176% | |
4/25/2024 | IAG Wealth Partners LLC | 67,107 | $1.68M | 0.4% | +12.3% | 0.106% | |
4/24/2024 | Acorn Creek Capital LLC | 152,368 | $3.82M | 2.4% | +5.6% | 0.241% | |
4/24/2024 | Spire Wealth Management | 98,542 | $2.47M | 0.1% | +0.8% | 0.156% | |
4/24/2024 | First Pacific Financial | 54,672 | $1.37M | 0.4% | +354.1% | 0.087% | |
4/22/2024 | Corrigan Financial Inc. | 370,194 | $9.28M | 2.4% | +37.7% | 0.586% | |
4/22/2024 | Provident Wealth Management LLC | 56,997 | $1.43M | 0.5% | +4.6% | 0.090% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 390,997 | $9.80M | 0.2% | +2.0% | 0.619% | |
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4/19/2024 | Level Financial Advisors | 65,753 | $1.65M | 0.7% | +134.9% | 0.104% | |
4/18/2024 | Total Wealth Planning LLC | 823,172 | $20.63M | 3.5% | +5.1% | 1.302% | |
4/18/2024 | Integrity Wealth Solutions LLC | 88,535 | $2.22M | 1.4% | +12.7% | 0.140% | |
4/18/2024 | Morris Financial Concepts Inc. | 57,410 | $1.44M | 0.7% | +84.1% | 0.189% | |
4/16/2024 | ERn Financial LLC | 51,326 | $1.29M | 0.2% | +5.6% | 0.169% | |
4/15/2024 | Signet Financial Management LLC | 30,659 | $768K | 0.1% | -2.6% | 0.101% | |
4/15/2024 | McNamara Financial Services Inc. | 53,649 | $1.34M | 0.3% | +12.9% | 0.176% | |
4/15/2024 | Disciplined Investments LLC | 126,581 | $3.17M | 1.7% | +10.2% | 0.416% | |
4/15/2024 | Schoolcraft Capital LLC | 91,862 | $2.30M | 0.5% | +20.7% | 0.302% | |
4/13/2024 | Evanson Asset Management LLC | 916,541 | $22.97M | 1.8% | +9.7% | 3.015% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 130,634 | $3.27M | 0.1% | +10.2% | 0.430% | |
4/12/2024 | AdvisorNet Financial Inc | 58,196 | $1.46M | 0.1% | -46.3% | 0.191% | |
4/12/2024 | Abacus Planning Group Inc. | 153,439 | $3.85M | 0.8% | +7.6% | 0.505% | |
4/11/2024 | Maryland Capital Advisors Inc. | 33,896 | $849K | 0.5% | +7.9% | 0.112% | |
4/11/2024 | Capital CS Group LLC | 12,367 | $310K | 0.3% | N/A | 0.041% | |
4/10/2024 | Marcum Wealth LLC | 107,993 | $2.71M | 0.3% | +12.7% | 0.355% | |
4/10/2024 | Park Avenue Securities LLC | 1,039,095 | $26.04M | 0.3% | +15.0% | 3.418% | |
4/9/2024 | Collective Family Office LLC | 150,456 | $3.77M | 1.2% | -5.2% | 0.495% | |
4/9/2024 | Mather Group LLC. | 6,198,921 | $149.83M | 2.3% | -0.4% | 20.391% | |
4/5/2024 | Lam Group Inc. | 101,935 | $2.55M | 2.1% | +20.6% | 0.335% | |
3/1/2024 | ARK & TLK Investments LLC | 10,844 | $262K | 0.1% | N/A | 0.036% | |
2/29/2024 | Tortoise Investment Management LLC | 4,797 | $116K | 0.0% | +15.8% | 0.016% | |
2/28/2024 | Abel Hall LLC | 11,873 | $287K | 0.2% | N/A | 0.039% | |
2/27/2024 | Beaird Harris Wealth Management LLC | 1,090 | $26K | 0.0% | -68.8% | 0.004% | |
2/15/2024 | Perritt Capital Management Inc. | 296,701 | $7.17M | 4.0% | +1.9% | 0.976% | |
2/14/2024 | Syverson Strege & Co | 40,440 | $977K | 0.4% | N/A | 0.133% | |
2/14/2024 | Elevate Wealth Advisory Inc. | 5,429 | $131K | 0.1% | N/A | 0.018% | |
2/14/2024 | Wescott Financial Advisory Group LLC | 281,676 | $6.81M | 1.0% | -2.7% | 0.927% | |
2/13/2024 | Trademark Financial Management LLC | 36,573 | $884K | 0.6% | N/A | 0.120% | |
2/13/2024 | Jones Financial Companies Lllp | 932,447 | $22.54M | 0.0% | +840.7% | 3.067% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 10,265 | $248K | 0.0% | -23.2% | 0.034% | |
2/9/2024 | Orion Portfolio Solutions LLC | 207,270 | $4.95M | 0.1% | -70.7% | 0.682% | |
2/9/2024 | Tillman Hartley LLC | 294,381 | $7.12M | 2.6% | +1.1% | 0.968% | |
2/9/2024 | EverSource Wealth Advisors LLC | 16,779 | $406K | 0.0% | +297.9% | 0.055% | |
2/9/2024 | Corient Private Wealth LLC | 3,973,762 | $96.05M | 0.2% | +2.6% | 13.072% | |
2/9/2024 | Andrews Lucia Wealth Management LLC | 15,781 | $381K | 0.3% | +2.8% | 0.052% | |
2/9/2024 | Discipline Wealth Solutions LLC | 163,044 | $3.86M | 3.9% | N/A | 0.536% | |
2/8/2024 | Tortoise Investment Management LLC | 4,797 | $113K | 0.0% | +15.8% | 0.016% | |
2/8/2024 | Integrity Wealth Solutions LLC | 78,527 | $1.90M | 1.3% | N/A | 0.258% | |
2/8/2024 | Beacon Pointe Advisors LLC | 232,345 | $5.62M | 0.1% | -0.5% | 0.764% | |
2/8/2024 | Efficient Advisors LLC | 901,459 | $21.79M | 1.5% | +2.8% | 2.965% | |
2/8/2024 | MB Generational Wealth LLC | 25,309 | $612K | 0.6% | N/A | 0.083% | |
2/7/2024 | Forum Financial Management LP | 757,106 | $18.30M | 0.3% | N/A | 2.490% | |
2/7/2024 | Watershed Private Wealth LLC | 10,907 | $264K | 0.1% | N/A | 0.036% | |
2/7/2024 | Principal Securities Inc. | 14,047 | $340K | 0.0% | N/A | 0.046% | |
2/6/2024 | Cherry Tree Wealth Management LLC | 7,342 | $177K | 0.0% | +6.9% | 0.024% | |
2/6/2024 | Private Advisor Group LLC | 44,365 | $1.07M | 0.0% | +132.7% | 0.146% | |
2/6/2024 | Spire Wealth Management | 97,737 | $2.28M | 0.1% | +6.3% | 0.322% | |
2/6/2024 | TCI Wealth Advisors Inc. | 690,672 | $16.69M | 1.8% | +13.4% | 2.272% | |
2/6/2024 | DiNuzzo Private Wealth Inc. | 50,760 | $1.23M | 0.2% | N/A | 0.167% | |
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2/5/2024 | Savant Capital LLC | 1,612,502 | $38.97M | 0.5% | +47.1% | 5.304% | |
2/5/2024 | Kestra Private Wealth Services LLC | 64,545 | $1.56M | 0.0% | +91.2% | 0.212% | |
2/5/2024 | Mather Group LLC. | 6,226,202 | $150.49M | 2.4% | +1.6% | 20.481% | |
2/5/2024 | Total Wealth Planning LLC | 783,192 | $18.93M | 3.4% | +14.1% | 2.576% | |
2/2/2024 | Addison Advisors LLC | 82,695 | $2.00M | 0.8% | +58.0% | 0.272% | |
2/2/2024 | IAG Wealth Partners LLC | 59,763 | $1.44M | 0.3% | +181.7% | 0.197% | |
2/2/2024 | Alesco Advisors LLC | 145,543 | $3.52M | 0.1% | +34.7% | 0.479% | |
2/1/2024 | Larson Financial Group LLC | 1,098,618 | $26.55M | 2.3% | +7.4% | 3.614% | |
2/1/2024 | CWM LLC | 1,243 | $30K | 0.0% | N/A | 0.004% | |
1/31/2024 | Tranquility Partners LLC | 12,780 | $309K | 0.1% | +6.7% | 0.042% | |