5/16/2024 | Jane Street Group LLC | 1,723,162 | $43.92M | 0.0% | +365.2% | 1.231% | |
5/15/2024 | Guardian Capital Advisors LP | 264,437 | $6.70M | 0.7% | +1,178.6% | 0.189% | |
5/14/2024 | EP Wealth Advisors LLC | 25,889 | $660K | 0.0% | -12.3% | 0.018% | |
5/14/2024 | CreativeOne Wealth LLC | 11,076 | $282K | 0.0% | N/A | 0.008% | |
5/14/2024 | Delap Wealth Advisory LLC | 256,587 | $6.54M | 2.6% | +9.8% | 0.183% | |
5/14/2024 | Northwest Wealth Management LLC | 39,937 | $1.02M | 0.3% | +9.4% | 0.029% | |
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5/14/2024 | Mattern Wealth Management LLC | 92,127 | $2.35M | 0.6% | +16.1% | 0.066% | |
5/14/2024 | Kraft Asset Management LLC | 10,719 | $273K | 0.2% | N/A | 0.008% | |
5/13/2024 | Bessemer Group Inc. | 14,600 | $372K | 0.0% | N/A | 0.010% | |
5/10/2024 | ARK & TLK Investments LLC | 239,963 | $6.12M | 2.0% | -4.8% | 0.171% | |
5/10/2024 | Truepoint Inc. | 4,077,766 | $103.94M | 3.0% | +21.1% | 2.913% | |
5/10/2024 | Nwam LLC | 26,505 | $687K | 0.1% | -8.4% | 0.019% | |
5/9/2024 | Forum Financial Management LP | 15,822,576 | $403.32M | 6.9% | +1.7% | 11.302% | |
5/9/2024 | Brighton Jones LLC | 609,979 | $15.55M | 0.6% | +1.7% | 0.436% | |
5/9/2024 | Orion Portfolio Solutions LLC | 82,957 | $2.12M | 0.0% | +10.8% | 0.059% | |
5/9/2024 | Angeles Wealth Management LLC | 25,613 | $653K | 0.1% | +8.9% | 0.018% | |
5/7/2024 | Empowered Funds LLC | 885,534 | $22.57M | 0.4% | N/A | 0.633% | |
5/6/2024 | SYM FINANCIAL Corp | 7,574 | $193K | 0.0% | +29.1% | 0.005% | |
5/6/2024 | Ruedi Wealth Management Inc. | 199,232 | $5.08M | 2.1% | +10.4% | 0.142% | |
5/6/2024 | W.H. Cornerstone Investments Inc. | 34,638 | $883K | 0.6% | +51.4% | 0.025% | |
5/6/2024 | DiNuzzo Private Wealth Inc. | 752,218 | $19.17M | 2.6% | +1.1% | 0.537% | |
5/4/2024 | Hemington Wealth Management | 41,270 | $1.05M | 0.4% | N/A | 0.030% | |
5/4/2024 | One Degree Advisors Inc | 140,587 | $3.58M | 1.8% | +1.2% | 0.102% | |
5/3/2024 | Integris Wealth Management LLC | 637,056 | $16.24M | 4.5% | +8.8% | 0.463% | |
5/3/2024 | VeraBank N.A. | 184,993 | $4.72M | 1.5% | +8.6% | 0.134% | |
5/3/2024 | Rehmann Capital Advisory Group | 152,242 | $3.88M | 0.3% | +3.8% | 0.111% | |
5/3/2024 | BCU Wealth Advisors LLC | 149,092 | $3.80M | 3.2% | +21.5% | 0.108% | |
5/3/2024 | Lutz Financial Services LLC | 163,831 | $4.18M | 0.4% | +19.4% | 0.119% | |
5/2/2024 | Blume Capital Management Inc. | 299,122 | $7.63M | 1.8% | +0.7% | 0.217% | |
5/2/2024 | Financial Counselors Inc. | 40,626 | $1.04M | 0.0% | -81.1% | 0.030% | |
5/2/2024 | Flagstone Financial Management | 396,250 | $10.10M | 3.9% | +27.9% | 0.288% | |
5/1/2024 | Blue Trust Inc. | 18,569 | $473K | 0.0% | +5.1% | 0.013% | |
5/1/2024 | Bridgewater Advisors Inc. | 111,983 | $2.85M | 0.4% | -5.6% | 0.081% | |
5/1/2024 | Sequoia Financial Advisors LLC | 966,614 | $24.64M | 0.3% | +8.3% | 0.702% | |
5/1/2024 | DecisionPoint Financial LLC | 134,405 | $3.46M | 1.4% | +62.8% | 0.098% | |
5/1/2024 | Private Advisor Group LLC | 18,517 | $472K | 0.0% | +10.9% | 0.013% | |
4/30/2024 | RF&L Wealth Management LLC | 17,260 | $440K | 0.3% | +23.7% | 0.013% | |
4/30/2024 | JMG Financial Group Ltd. | 1,180,238 | $30.08M | 1.1% | +17.5% | 0.858% | |
4/30/2024 | Private Wealth Management Group LLC | 351,224 | $8.95M | 4.1% | +17.5% | 0.255% | |
4/30/2024 | Perigon Wealth Management LLC | 36,933 | $941K | 0.0% | +11.8% | 0.027% | |
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4/30/2024 | Hutchens & Kramer Investment Management Group LLC | 69,881 | $1.79M | 1.1% | +12.9% | 0.051% | |
4/29/2024 | Commonwealth Equity Services LLC | 522,992 | $13.33M | 0.0% | +4.9% | 0.380% | |
4/29/2024 | American Capital Advisory LLC | 37,046 | $874K | 0.7% | -39.2% | 0.027% | |
4/29/2024 | PBMares Wealth Management LLC | 123,949 | $3.16M | 0.8% | +43.8% | 0.090% | |
4/26/2024 | RCS Financial Planning LLC | 48,359 | $1.23M | 0.8% | N/A | 0.035% | |
4/26/2024 | Quarry Hill Advisors LLC | 202,483 | $5.16M | 3.8% | +8.0% | 0.147% | |
4/26/2024 | JNBA Financial Advisors | 213,063 | $5.43M | 0.6% | -9.3% | 0.155% | |
4/26/2024 | Claris Advisors LLC MO | 94,168 | $2.40M | 1.2% | +13.2% | 0.068% | |
4/26/2024 | Oakwell Private Wealth Management LLC | 1,093,489 | $27.87M | 8.5% | +15.4% | 0.795% | |
4/25/2024 | 25 LLC | 28,283 | $721K | 0.4% | -8.7% | 0.021% | |
4/25/2024 | Tilson Financial Group Inc. | 137,000 | $3.49M | 1.9% | +30.0% | 0.100% | |
4/25/2024 | North Ridge Wealth Advisors Inc. | 156,128 | $3.98M | 3.1% | +7.6% | 0.113% | |
4/25/2024 | Keb Asset Management LLC | 294,890 | $7.52M | 2.6% | +7.4% | 0.214% | |
4/24/2024 | Krilogy Financial LLC | 225,861 | $5.76M | 0.4% | +6.4% | 0.164% | |
4/24/2024 | Greenspring Advisors LLC | 284,338 | $7.25M | 1.8% | +34.6% | 0.207% | |
4/24/2024 | SOL Capital Management CO | 24,690 | $629K | 0.1% | +1.7% | 0.018% | |
4/24/2024 | Waypoint Wealth Partners Inc. | 172,450 | $4.40M | 1.3% | -1.7% | 0.125% | |
4/24/2024 | Gemmer Asset Management LLC | 19,363 | $494K | 0.1% | +9.5% | 0.014% | |
4/23/2024 | Bfsg LLC | 471,784 | $12.03M | 1.6% | -1.3% | 0.343% | |
4/23/2024 | Applied Capital LLC | 82,698 | $2.11M | 1.2% | +4.1% | 0.060% | |
4/22/2024 | Core Wealth Management Inc. | 45,902 | $1.17M | 0.5% | +1.2% | 0.033% | |
4/22/2024 | Rockwood Wealth Management LLC | 706,623 | $18.01M | 2.3% | +43.5% | 0.514% | |
4/22/2024 | Edge Financial Advisors LLC | 33,254 | $850K | 0.7% | N/A | 0.024% | |
4/22/2024 | Physician Wealth Solutions Inc. | 291,517 | $7.43M | 6.2% | +29.0% | 0.212% | |
4/20/2024 | BetterWealth LLC | 560,776 | $14.29M | 4.7% | +2.1% | 0.408% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 1,851,072 | $47.18M | 1.2% | +3.6% | 1.345% | |
4/19/2024 | Level Financial Advisors | 112,654 | $2.87M | 1.3% | +193.0% | 0.082% | |
4/19/2024 | ZRC Wealth Management LLC | 3,691 | $94K | 0.0% | -34.7% | 0.003% | |
4/19/2024 | KFG Wealth Management LLC | 8,768 | $223K | 0.1% | N/A | 0.006% | |
4/19/2024 | AWM Capital LLC | 1,128,892 | $28.78M | 4.8% | +1.9% | 0.820% | |
4/19/2024 | Altiora Financial Group LLC | 32,683 | $833K | 0.2% | +30.3% | 0.024% | |
4/18/2024 | Total Wealth Planning LLC | 1,333,939 | $34.00M | 5.8% | +5.8% | 0.969% | |
4/18/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 132,577 | $3.38M | 0.9% | +1.0% | 0.148% | |
4/18/2024 | Capstone Capital LLC | 474,642 | $12.10M | 10.5% | +6.1% | 0.531% | |
4/18/2024 | Stordahl Capital Management Inc. | 657,857 | $16.77M | 4.2% | +5.1% | 0.736% | |
4/18/2024 | Morris Financial Concepts Inc. | 19,876 | $507K | 0.3% | +132.7% | 0.022% | |
4/18/2024 | LifeGuide Financial Advisors LLC | 105,992 | $2.70M | 1.4% | +3.8% | 0.119% | |
4/18/2024 | Seaside Wealth Management Inc. | 752,081 | $19.17M | 8.2% | +3.0% | 0.841% | |
4/18/2024 | Advisory Services & Investments LLC | 399,058 | $10.17M | 7.0% | +5.2% | 0.446% | |
4/17/2024 | Gradient Capital Advisors LLC | 179,592 | $4.58M | 1.7% | +5.2% | 0.201% | |
4/17/2024 | Kathleen S. Wright Associates Inc. | 48,389 | $1.23M | 0.6% | +20.6% | 0.054% | |
4/17/2024 | Meritas Wealth Management LLC | 43,861 | $1.12M | 0.8% | +27.8% | 0.049% | |
4/17/2024 | Criterion Capital Advisors LLC | 27,873 | $710K | 0.5% | +26.0% | 0.031% | |
4/16/2024 | Firethorn Wealth Partners LLC | 21,938 | $559K | 0.3% | +58.4% | 0.025% | |
4/16/2024 | Enzi Wealth | 166,783 | $4.20M | 2.0% | +3.1% | 0.187% | |
4/16/2024 | Hurlow Wealth Management Group Inc. | 12,161 | $310K | 0.1% | N/A | 0.014% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 98,524 | $2.51M | 0.0% | -1.8% | 0.110% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 11,522 | $294K | 0.0% | +8.1% | 0.013% | |
4/15/2024 | Disciplined Investments LLC | 22,350 | $570K | 0.3% | -1.9% | 0.025% | |
4/15/2024 | Henrickson Nauta Wealth Advisors Inc. | 239,298 | $6.15M | 2.7% | +16.5% | 0.268% | |
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4/15/2024 | Great Oak Capital Partners LLC | 825,423 | $21.04M | 9.3% | +16.6% | 0.923% | |
4/15/2024 | Schoolcraft Capital LLC | 428,294 | $10.92M | 2.6% | +11.5% | 0.479% | |
4/13/2024 | Evanson Asset Management LLC | 384,858 | $9.81M | 0.8% | +6.2% | 0.430% | |
4/12/2024 | Carlson Capital Management | 1,947,016 | $49.63M | 2.3% | -32.1% | 2.178% | |
4/12/2024 | AdvisorNet Financial Inc | 417,170 | $10.63M | 1.0% | +38.0% | 0.467% | |
4/12/2024 | Abacus Planning Group Inc. | 11,302 | $288K | 0.1% | +15.2% | 0.013% | |
4/11/2024 | Signature Resources Capital Management LLC | 136,751 | $3.41M | 3.2% | -2.2% | 0.153% | |
4/11/2024 | Liberty Capital Management Inc. | 41,025 | $1.05M | 0.3% | +19.5% | 0.046% | |
4/11/2024 | Fortitude Family Office LLC | 113,691 | $2.90M | 1.9% | +55.9% | 0.127% | |
4/11/2024 | O Connor Financial Group LLC | 187,434 | $4.78M | 2.8% | N/A | 0.210% | |