4/26/2024 | Sigma Investment Counselors Inc. | 80,103 | $3.08M | 0.2% | -1.7% | 0.044% | |
4/25/2024 | Lodestar Private Asset Management LLC | 22,470 | $864K | 0.1% | -1.3% | 0.012% | |
4/25/2024 | Osborne Partners Capital Management LLC | 282,604 | $10.87M | 0.7% | -5.7% | 0.156% | |
4/25/2024 | Capital Investment Advisory Services LLC | 22,022 | $847K | 0.1% | -5.1% | 0.012% | |
4/25/2024 | Armor Investment Advisors LLC | 4,750 | $183K | 0.1% | N/A | 0.003% | |
4/25/2024 | Valeo Financial Advisors LLC | 6,888 | $257K | 0.0% | -10.6% | 0.004% | |
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4/25/2024 | Tilson Financial Group Inc. | 5,445 | $209K | 0.1% | N/A | 0.003% | |
4/25/2024 | Summit Financial LLC | 57,213 | $2.20M | 0.1% | -2.4% | 0.032% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 471,850 | $18.15M | 0.1% | +6.9% | 0.260% | |
4/24/2024 | CENTRAL TRUST Co | 96,800 | $3.72M | 0.1% | -4.0% | 0.053% | |
4/24/2024 | Trinity Legacy Partners LLC | 182,302 | $7.01M | 2.1% | +122.1% | 0.101% | |
4/24/2024 | Spire Wealth Management | 16,202 | $623K | 0.0% | -2.7% | 0.009% | |
4/24/2024 | Essex Financial Services Inc. | 71,178 | $2.74M | 0.3% | +48.9% | 0.039% | |
4/24/2024 | H&H Retirement Design & Management INC | 76,612 | $2.84M | 1.9% | -17.5% | 0.042% | |
4/23/2024 | Precedent Wealth Partners LLC | 114,939 | $4.42M | 1.9% | -16.7% | 0.063% | |
4/23/2024 | Arbor Investment Advisors LLC | 2,182,495 | $83.96M | 12.3% | -0.8% | 1.204% | |
4/23/2024 | Creative Capital Management Investments LLC | 182,162 | $7.01M | 3.6% | -0.5% | 0.100% | |
4/23/2024 | Fifth Third Bancorp | 8,420 | $324K | 0.0% | +4.6% | 0.005% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 841,458 | $32.37M | 0.0% | -39.6% | 0.464% | |
4/22/2024 | Confluence Wealth Services Inc. | 11,308 | $435K | 0.0% | +18.3% | 0.006% | |
4/22/2024 | Oakworth Capital Inc. | 3,212 | $124K | 0.0% | N/A | 0.002% | |
4/22/2024 | Raymond James & Associates | 473,597 | $18.22M | 0.0% | +3.5% | 0.261% | |
4/22/2024 | Echo Wealth Management LLC | 17,193 | $661K | 0.5% | -16.5% | 0.009% | |
4/22/2024 | Solitude Financial Services | 21,261 | $818K | 0.4% | -27.4% | 0.012% | |
4/22/2024 | Edge Financial Advisors LLC | 29,772 | $1.15M | 1.0% | N/A | 0.016% | |
4/20/2024 | KWB Wealth | 95,805 | $3.69M | 0.5% | -10.0% | 0.053% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 610,011 | $23.47M | 0.6% | -1.1% | 0.337% | |
4/19/2024 | First Trust Direct Indexing L.P. | 10,854 | $418K | 0.0% | N/A | 0.006% | |
4/19/2024 | Cornerstone Wealth Management LLC | 195,428 | $7.52M | 0.6% | +5.0% | 0.108% | |
4/19/2024 | OMNI 360 Wealth Inc. | 36,370 | $1.40M | 1.1% | +7.0% | 0.020% | |
4/19/2024 | Yoder Wealth Management Inc. | 85,973 | $3.31M | 2.2% | -4.2% | 0.047% | |
4/18/2024 | Saxon Interests Inc. | 486,417 | $18.71M | 8.9% | +0.2% | 0.268% | |
4/18/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 6,945 | $267K | 0.1% | +13.1% | 0.004% | |
4/18/2024 | Pettinga Financial Advisors LLC | 418,161 | $16.09M | 4.1% | -4.5% | 0.231% | |
4/18/2024 | Breakwater Capital Group | 372,868 | $14.34M | 3.6% | +3.5% | 0.206% | |
4/18/2024 | Arlington Financial Advisors LLC | 211,808 | $8.15M | 1.8% | -6.4% | 0.117% | |
4/17/2024 | Private Ocean LLC | 223,159 | $8.59M | 0.9% | -0.7% | 0.123% | |
4/17/2024 | Baker Ellis Asset Management LLC | 327,867 | $12.61M | 1.9% | -0.6% | 0.181% | |
4/17/2024 | Grimes & Company Inc. | 857,350 | $32.98M | 1.0% | -1.2% | 0.473% | |
4/16/2024 | Bouvel Investment Partners LLC | 146,777 | $5.65M | 2.4% | -3.4% | 0.081% | |
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4/16/2024 | Wealth Enhancement Advisory Services LLC | 2,640,608 | $101.58M | 0.3% | -0.4% | 1.457% | |
4/15/2024 | Brookstone Capital Management | 5,235 | $201K | 0.0% | N/A | 0.003% | |
4/15/2024 | Atlas Capital Advisors LLC | 7,686 | $296K | 0.0% | -5.5% | 0.004% | |
4/15/2024 | McNamara Financial Services Inc. | 43,772 | $1.68M | 0.4% | -1.7% | 0.024% | |
4/15/2024 | Sound Income Strategies LLC | 3,013 | $116K | 0.0% | +87.1% | 0.002% | |
4/12/2024 | West Coast Financial LLC | 17,210 | $662K | 0.1% | -7.2% | 0.009% | |
4/12/2024 | Charles Schwab Trust Co | 472,153 | $18.16M | 1.7% | -8.2% | 0.260% | |
4/12/2024 | Financial Synergies Wealth Advisors Inc. | 910 | $35K | 0.0% | +510.7% | 0.001% | |
4/12/2024 | Steph & Co. | 8,370 | $322K | 0.1% | -3.7% | 0.005% | |
4/11/2024 | Market Street Wealth Management Advisors LLC | 123,789 | $4.76M | 0.8% | -5.0% | 0.067% | |
4/11/2024 | Security Financial Services INC. | 81,907 | $3.15M | 0.7% | -3.1% | 0.044% | |
4/11/2024 | West Financial Advisors LLC | 41,940 | $1.61M | 0.3% | -6.0% | 0.023% | |
4/11/2024 | Cooper Financial Group | 31,343 | $1.21M | 0.2% | -0.9% | 0.017% | |
4/11/2024 | Paragon Capital Management Ltd | 9,635 | $371K | 0.1% | N/A | 0.005% | |
4/11/2024 | RFG Advisory LLC | 5,424,976 | $208.70M | 7.1% | +3.8% | 2.916% | |
4/11/2024 | Midwest Financial Group LLC | 5,256 | $202K | 0.1% | N/A | 0.003% | |
4/10/2024 | Johnson & White Wealth Management LLC | 91,458 | $3.52M | 2.6% | +5.7% | 0.049% | |
4/10/2024 | Aprio Wealth Management LLC | 8,855 | $341K | 0.1% | +12.0% | 0.005% | |
4/10/2024 | Legacy Financial Group LLC | 15,000 | $577K | 0.1% | N/A | 0.008% | |
4/10/2024 | Legacy Private Trust Co. | 107,039 | $4.12M | 0.3% | -8.3% | 0.058% | |
4/9/2024 | Welch Group LLC | 12,882 | $496K | 0.0% | +13.0% | 0.007% | |
4/8/2024 | Marion Wealth Management | 157,721 | $6.07M | 1.8% | +1.9% | 0.085% | |
4/5/2024 | Capital Market Strategies LLC | 96,508 | $3.71M | 2.8% | -2.2% | 0.052% | |
4/5/2024 | NBC Securities Inc. | 4,735 | $182K | 0.0% | -9.2% | 0.003% | |
3/26/2024 | Fairman Group LLC | 32,538 | $1.15M | 1.1% | N/A | 0.017% | |
3/6/2024 | SageView Advisory Group LLC | 91,424 | $3.29M | 0.1% | +94.2% | 0.049% | |
3/4/2024 | Fortis Group Advisors LLC | 720 | $25K | 0.0% | +100.0% | 0.000% | |
2/28/2024 | EP Wealth Advisors LLC | 11,699 | $412K | 0.0% | -24.7% | 0.006% | |
2/21/2024 | Austin Wealth Management LLC | 24,575 | $891K | 0.2% | -16.6% | 0.013% | |
2/15/2024 | Comerica Bank | 46,870 | $1.65M | 0.0% | -3.2% | 0.025% | |
2/14/2024 | Waverly Advisors LLC | 4,545,279 | $159.99M | 6.0% | -1.1% | 2.443% | |
2/14/2024 | Kestra Advisory Services LLC | 1,328,885 | $46.78M | 0.4% | +3.6% | 0.714% | |
2/14/2024 | Jacobi Capital Management LLC | 38,487 | $1.36M | 0.1% | +14.7% | 0.021% | |
2/14/2024 | VitalStone Financial LLC | 1,160 | $41K | 0.0% | -61.9% | 0.001% | |
2/14/2024 | Evercore Wealth Management LLC | 19,904 | $701K | 0.0% | -2.3% | 0.011% | |
2/14/2024 | Connectus Wealth LLC | 48,523 | $1.71M | 0.0% | -78.8% | 0.026% | |
2/14/2024 | Prudential PLC | 52,247 | $1.84M | 0.0% | -9.1% | 0.028% | |
2/13/2024 | Envestnet Asset Management Inc. | 4,920,841 | $173.21M | 0.1% | -4.9% | 2.645% | |
2/13/2024 | Exencial Wealth Advisors LLC | 5,780 | $203K | 0.0% | N/A | 0.003% | |
2/13/2024 | Cetera Advisor Networks LLC | 449,578 | $15.83M | 0.1% | +4.9% | 0.242% | |
2/13/2024 | CIBC Private Wealth Group LLC | 29,315 | $1.03M | 0.0% | -4.2% | 0.016% | |
2/13/2024 | Laurel Wealth Advisors LLC | 96,063 | $3.38M | 0.6% | +3.2% | 0.052% | |
2/13/2024 | Peapack Gladstone Financial Corp | 82,200 | $2.89M | 0.0% | -1.2% | 0.044% | |
2/13/2024 | Cornerstone Advisory LLC | 135,362 | $4.77M | 0.7% | -4.0% | 0.073% | |
2/13/2024 | Pinnacle Financial Group LLC IL | 743,903 | $26.19M | 13.4% | +3.6% | 0.400% | |
2/13/2024 | Carolinas Wealth Consulting LLC | 20,507 | $722K | 0.1% | +56.0% | 0.011% | |
2/12/2024 | Robinson Smith Wealth Advisors LLC | 12,193 | $429K | 0.4% | N/A | 0.007% | |
2/12/2024 | Adero Partners LLC | 5,700 | $201K | 0.0% | N/A | 0.003% | |
2/12/2024 | Brown Brothers Harriman & Co. | 1,935 | $68K | 0.0% | -96.2% | 0.001% | |
2/12/2024 | Scotia Capital Inc. | 28,003 | $986K | 0.0% | -3.0% | 0.015% | |
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2/12/2024 | Relative Value Partners Group LLC | 1,383,551 | $48.70M | 3.0% | -3.0% | 0.744% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 6,150 | $216K | 0.0% | N/A | 0.003% | |
2/12/2024 | Journey Advisory Group LLC | 199,979 | $7.04M | 1.0% | -0.9% | 0.108% | |
2/10/2024 | Linscomb & Williams Inc. | 2,090,445 | $73.58M | 4.1% | -3.3% | 1.124% | |
2/9/2024 | Johnson Financial Group Inc. | 1,657 | $58K | 0.0% | +285.3% | 0.001% | |
2/9/2024 | H&H Retirement Design & Management INC | 92,826 | $3.34M | 2.1% | -3.3% | 0.050% | |
2/9/2024 | HCR Wealth Advisors | 6,000 | $211K | 0.0% | N/A | 0.003% | |
2/9/2024 | SageView Advisory Group LLC | 91,424 | $3.29M | 0.1% | +94.2% | 0.049% | |
2/9/2024 | US Bancorp DE | 52,184 | $1.84M | 0.0% | -13.7% | 0.028% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 441,496 | $15.54M | 0.1% | +13.2% | 0.237% | |