10/31/2024 | Blake Schutter Theil Wealth Advisors LLC | 23,715 | $964K | 0.7% | N/A | 0.013% | |
10/31/2024 | JNBA Financial Advisors | 286,120 | $11.63M | 1.2% | +0.4% | 0.155% | |
10/30/2024 | Foster & Motley Inc. | 13,320 | $541K | 0.0% | -2.5% | 0.007% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 5,177 | $210K | 0.0% | N/A | 0.003% | |
10/30/2024 | Moloney Securities Asset Management LLC | 5,930 | $241K | 0.0% | -11.6% | 0.003% | |
10/30/2024 | Solitude Financial Services | 16,805 | $683K | 0.3% | -23.0% | 0.009% | |
|
10/29/2024 | Cedar Point Capital Partners LLC | 5,152 | $209K | 0.1% | N/A | 0.003% | |
10/29/2024 | Janney Montgomery Scott LLC | 98,864 | $4.02M | 0.0% | +9.8% | 0.054% | |
10/29/2024 | Creative Capital Management Investments LLC | 140,348 | $5.70M | 2.4% | -22.3% | 0.076% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 36,538 | $1.49M | 0.1% | -3.1% | 0.020% | |
10/28/2024 | Reston Wealth Management LLC | 2,746 | $112K | 0.0% | N/A | 0.001% | |
10/28/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 10,502 | $427K | 0.0% | N/A | 0.006% | |
10/28/2024 | US Bancorp DE | 51,259 | $2.08M | 0.0% | -9.4% | 0.028% | |
10/28/2024 | Catalyst Financial Partners LLC | 10,690 | $434K | 0.1% | -5.6% | 0.006% | |
10/25/2024 | Financial Advocates Investment Management | 47,749 | $1.94M | 0.1% | -0.9% | 0.026% | |
10/25/2024 | Fiducient Advisors LLC | 5,028 | $204K | 0.0% | N/A | 0.003% | |
10/25/2024 | Edge Financial Advisors LLC | 28,968 | $1.18M | 1.0% | N/A | 0.016% | |
10/25/2024 | Farmers & Merchants Investments Inc. | 24,066 | $978K | 0.0% | +84.6% | 0.013% | |
10/25/2024 | Geometric Wealth Advisors | 5,180 | $210K | 0.0% | N/A | 0.003% | |
10/24/2024 | Arbor Investment Advisors LLC | 2,225,980 | $90.44M | 12.0% | +1.2% | 1.207% | |
10/24/2024 | Barrett & Company Inc. | 3,294 | $134K | 0.1% | +22.3% | 0.002% | |
10/24/2024 | Welch Group LLC | 9,113 | $370K | 0.0% | -23.9% | 0.005% | |
10/24/2024 | Montz Harcus Wealth Management LLC | 268,020 | $10.89M | 6.4% | +2.3% | 0.145% | |
10/24/2024 | OMNI 360 Wealth Inc. | 37,642 | $1.53M | 1.0% | +2.7% | 0.020% | |
10/24/2024 | Essex Financial Services Inc. | 171,699 | $7.04M | 0.3% | +9.4% | 0.093% | |
10/24/2024 | Bristlecone Advisors LLC | 1,110 | $45K | 0.0% | N/A | 0.001% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 2,587,564 | $105.13M | 0.2% | -0.3% | 1.403% | |
10/24/2024 | Arkadios Wealth Advisors | 44,020 | $1.79M | 0.1% | -28.8% | 0.024% | |
10/23/2024 | Osborne Partners Capital Management LLC | 268,506 | $10.91M | 0.6% | -0.9% | 0.146% | |
10/23/2024 | Allworth Financial LP | 349,756 | $14.21M | 0.1% | +7.0% | 0.190% | |
10/23/2024 | Sigma Investment Counselors Inc. | 78,903 | $3.21M | 0.2% | -3.1% | 0.043% | |
10/23/2024 | Pettinga Financial Advisors LLC | 399,688 | $16.24M | 3.8% | -1.7% | 0.217% | |
10/23/2024 | Yoder Wealth Management Inc. | 83,545 | $3.39M | 2.0% | -0.8% | 0.045% | |
10/23/2024 | Grimes & Company Inc. | 828,328 | $33.66M | 0.9% | -0.9% | 0.449% | |
10/23/2024 | CENTRAL TRUST Co | 92,339 | $3.75M | 0.1% | -3.3% | 0.050% | |
10/23/2024 | Global Assets Advisory LLC | 7,650 | $309K | 0.2% | N/A | 0.004% | |
10/23/2024 | Brighton Jones LLC | 23,634 | $960K | 0.0% | +3.0% | 0.013% | |
10/22/2024 | Coston McIsaac & Partners | 1,475 | $59K | 0.0% | +31.1% | 0.001% | |
10/22/2024 | Private Advisor Group LLC | 36,906 | $1.50M | 0.0% | -5.9% | 0.020% | |
10/22/2024 | Signaturefd LLC | 1,212 | $49K | 0.0% | -29.2% | 0.001% | |
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10/22/2024 | Sequoia Financial Advisors LLC | 31,529 | $1.28M | 0.0% | +6.6% | 0.017% | |
10/21/2024 | Rodgers & Associates LTD | 318,068 | $12.92M | 1.5% | +9.3% | 0.172% | |
10/21/2024 | Echo Wealth Management LLC | 14,925 | $606K | 0.4% | -10.6% | 0.008% | |
10/18/2024 | Resonant Capital Advisors LLC | 188,689 | $7.67M | 0.6% | -0.3% | 0.102% | |
10/18/2024 | Cahaba Wealth Management Inc. | 7,904 | $321K | 0.0% | -6.2% | 0.004% | |
10/18/2024 | Commonwealth Equity Services LLC | 2,608,167 | $105.97M | 0.2% | -2.5% | 1.414% | |
10/18/2024 | Raymond James & Associates | 466,434 | $18.95M | 0.0% | -1.4% | 0.253% | |
10/18/2024 | Capital Investment Advisors LLC | 7,637 | $310K | 0.0% | +28.2% | 0.004% | |
10/18/2024 | Precedent Wealth Partners LLC | 109,754 | $4.46M | 1.5% | -10.1% | 0.060% | |
10/17/2024 | Claro Advisors LLC | 54,909 | $2.23M | 0.2% | +568.8% | 0.030% | |
10/17/2024 | RFG Advisory LLC | 5,980,169 | $242.97M | 7.4% | +7.3% | 3.243% | |
10/16/2024 | Cornerstone Wealth Management LLC | 214,166 | $8.70M | 0.6% | +4.8% | 0.116% | |
10/16/2024 | Market Street Wealth Management Advisors LLC | 120,593 | $4.90M | 0.8% | -1.8% | 0.065% | |
10/16/2024 | Provident Wealth Management LLC | 2,379 | $97K | 0.0% | N/A | 0.001% | |
10/16/2024 | Verum Partners LLC | 39,782 | $1.62M | 0.5% | -3.2% | 0.022% | |
10/11/2024 | Novare Capital Management LLC | 40,060 | $1.63M | 0.1% | -1.0% | 0.022% | |
10/10/2024 | Sound Income Strategies LLC | 3,068 | $125K | 0.0% | +43.5% | 0.002% | |
10/10/2024 | Retirement Planning Group LLC | 6,861 | $279K | 0.0% | -16.8% | 0.004% | |
10/10/2024 | CRA Financial Services LLC | 12,468 | $507K | 0.1% | -2.9% | 0.007% | |
10/10/2024 | Lion Street Advisors LLC | 12,435 | $505K | 0.2% | -4.3% | 0.007% | |
10/9/2024 | Charles Schwab Trust Co | 502,724 | $20.43M | 1.8% | +3.7% | 0.273% | |
10/9/2024 | Fermata Advisors LLC | 6,113 | $248K | 0.1% | N/A | 0.003% | |
10/9/2024 | West Coast Financial LLC | 16,798 | $683K | 0.1% | -1.5% | 0.009% | |
10/9/2024 | Hoese & Co LLP | 2,570 | $104K | 0.1% | -48.8% | 0.001% | |
10/8/2024 | CWM LLC | 23,443 | $952K | 0.0% | -3.8% | 0.013% | |
10/8/2024 | West Financial Advisors LLC | 36,980 | $1.50M | 0.3% | -11.8% | 0.020% | |
10/8/2024 | Saxon Interests Inc. | 512,025 | $20.80M | 9.5% | +1.6% | 0.278% | |
10/8/2024 | Sovereign Financial Group Inc. | 20,530 | $834K | 0.2% | +5.5% | 0.011% | |
10/8/2024 | Legacy Private Trust Co. | 95,209 | $3.87M | 0.3% | -5.4% | 0.052% | |
10/8/2024 | Marion Wealth Management | 158,050 | $6.42M | 1.7% | +0.5% | 0.086% | |
10/8/2024 | Mather Group LLC. | 8,875 | $361K | 0.0% | -47.9% | 0.005% | |
10/7/2024 | Foster Group Inc. | 7,096 | $288K | 0.0% | N/A | 0.004% | |
10/7/2024 | KWB Wealth | 93,577 | $3.55M | 0.5% | +1.1% | 0.051% | |
10/4/2024 | Breakwater Capital Group | 451,925 | $18.36M | 3.7% | +8.4% | 0.245% | |
10/3/2024 | Capital Market Strategies LLC | 93,353 | $3.79M | 2.3% | -1.6% | 0.051% | |
10/3/2024 | Johnson & White Wealth Management LLC | 106,587 | $4.33M | 3.7% | +5.4% | 0.058% | |
9/10/2024 | Cannon Financial Strategists Inc. | 29,280 | $1.11M | 0.2% | N/A | 0.016% | |
8/22/2024 | Cetera Investment Advisers | 622,492 | $23.62M | 0.1% | 0.0% | 0.338% | |
8/21/2024 | Ted Buchan & Co | 345,263 | $13.10M | 7.0% | N/A | 0.187% | |
8/21/2024 | Truist Financial Corp | 443,817 | $16.84M | 0.0% | -7.9% | 0.241% | |
8/19/2024 | EP Wealth Advisors LLC | 23,672 | $898K | 0.0% | +72.8% | 0.013% | |
8/16/2024 | Traction Financial Partners LLC | 5,365 | $210K | 0.2% | N/A | 0.003% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 1,875,442 | $71.17M | 0.1% | +1.3% | 1.017% | |
8/16/2024 | Creative Planning | 175,738 | $6.67M | 0.0% | -1.4% | 0.095% | |
8/16/2024 | SkyView Investment Advisors LLC | 19,415 | $737K | 0.1% | +5.2% | 0.011% | |
8/15/2024 | Trinity Legacy Partners LLC | 185,515 | $7.04M | 2.0% | +1.8% | 0.101% | |
8/15/2024 | Toronto Dominion Bank | 1,549 | $59K | 0.0% | N/A | 0.001% | |
8/14/2024 | Insigneo Advisory Services LLC | 8,811 | $329K | 0.0% | +12.8% | 0.005% | |
8/14/2024 | Bank of Montreal Can | 12,837 | $492K | 0.0% | +6.6% | 0.007% | |
8/14/2024 | Certified Advisory Corp | 15,662 | $594K | 0.1% | +125.2% | 0.008% | |
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8/13/2024 | AE Wealth Management LLC | 5,626 | $213K | 0.0% | -16.3% | 0.003% | |
8/13/2024 | Callan Capital LLC | 1,017,240 | $38.60M | 3.2% | -0.2% | 0.552% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 1,745 | $66K | 0.0% | -15.7% | 0.001% | |
8/12/2024 | Ieq Capital LLC | 212,757 | $8.07M | 0.1% | +1.8% | 0.115% | |
8/12/2024 | Brighton Jones LLC | 22,947 | $871K | 0.0% | +2.1% | 0.012% | |
8/12/2024 | Carolinas Wealth Consulting LLC | 133,148 | $5.05M | 0.9% | +8.2% | 0.072% | |
8/12/2024 | Blair William & Co. IL | 133,992 | $5.09M | 0.0% | -1.4% | 0.073% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 477,451 | $18.12M | 0.0% | -0.8% | 0.259% | |
8/9/2024 | Renaissance Technologies LLC | 17,783 | $675K | 0.0% | -80.1% | 0.010% | |
8/9/2024 | WealthPLAN Partners LLC | 18,862 | $716K | 0.1% | +4.0% | 0.010% | |