7/27/2024 | Whitaker Myers Wealth Managers LTD. | 41,548 | $4.88M | 1.8% | +127.1% | 0.058% | |
7/26/2024 | Aletheian Wealth Advisors LLC | 26,281 | $3.09M | 1.6% | +7.0% | 0.037% | |
7/26/2024 | Breakwater Capital Group | 4,861 | $571K | 0.1% | +8.2% | 0.007% | |
7/26/2024 | Walkner Condon Financial Advisors LLC | 30,333 | $3.56M | 0.8% | -0.6% | 0.042% | |
7/26/2024 | WealthShield Partners LLC | 2,849 | $335K | 0.1% | -13.7% | 0.004% | |
7/26/2024 | Checchi Capital Advisers LLC | 69,454 | $8.16M | 0.4% | -5.6% | 0.097% | |
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7/26/2024 | Eagle Bay Advisors LLC | 4,068 | $478K | 0.3% | -17.2% | 0.006% | |
7/26/2024 | Atomi Financial Group Inc. | 27,361 | $3.22M | 0.2% | +38.0% | 0.038% | |
7/26/2024 | Integrity Wealth Solutions LLC | 20,358 | $2.39M | 1.6% | +0.8% | 0.028% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 1,924 | $226K | 0.0% | N/A | 0.003% | |
7/26/2024 | Bank of New York Mellon Corp | 3,318 | $390K | 0.0% | -33.0% | 0.005% | |
7/25/2024 | Capital Advisors Ltd. LLC | 433 | $51K | 0.0% | -72.9% | 0.001% | |
7/25/2024 | Lincoln National Corp | 275,227 | $32.34M | 1.1% | -0.3% | 0.383% | |
7/25/2024 | Wooster Corthell Wealth Management Inc. | 14,095 | $1.66M | 0.4% | -0.8% | 0.020% | |
7/25/2024 | Pinnacle Wealth Management Advisory Group LLC | 4,549 | $534K | 0.1% | +2.5% | 0.006% | |
7/25/2024 | Upper Left Wealth Management LLC | 11,994 | $1.41M | 1.3% | -3.7% | 0.017% | |
7/25/2024 | Tanager Wealth Management LLP | 119,041 | $13.99M | 2.1% | +6.6% | 0.166% | |
7/25/2024 | Pictet North America Advisors SA | 20,426 | $2.40M | 0.3% | -48.3% | 0.028% | |
7/24/2024 | McAdam LLC | 3,520 | $414K | 0.0% | +12.5% | 0.005% | |
7/24/2024 | Family Firm Inc. | 66,936 | $7.86M | 0.9% | +81.6% | 0.093% | |
7/24/2024 | Family CFO Inc | 84,834 | $9.97M | 6.1% | +0.3% | 0.118% | |
7/24/2024 | Allegiance Financial Group Advisory Services LLC | 31,225 | $3.67M | 1.4% | +1.5% | 0.043% | |
7/24/2024 | Everhart Financial Group Inc. | 5,854 | $688K | 0.2% | -7.4% | 0.008% | |
7/24/2024 | &PARTNERS | 3,902 | $458K | 0.0% | +12.1% | 0.005% | |
7/23/2024 | Level Financial Advisors | 22,491 | $2.64M | 1.1% | -7.0% | 0.031% | |
7/23/2024 | Alpha Financial Advisors LLC | 14,043 | $1.65M | 0.8% | +1.2% | 0.020% | |
7/23/2024 | MeadowBrook Investment Advisors LLC | 9,983 | $1.17M | 0.9% | +15,746.0% | 0.014% | |
7/23/2024 | Bear Mountain Capital Inc. | 22,038 | $2.70M | 1.1% | -2.0% | 0.031% | |
7/23/2024 | Windward Private Wealth Management Inc. | 5,983 | $703K | 0.3% | -3.4% | 0.008% | |
7/22/2024 | RTD Financial Advisors Inc. | 70,303 | $8.26M | 1.1% | -0.5% | 0.098% | |
7/22/2024 | Pallas Capital Advisors LLC | 6,180 | $747K | 0.0% | -94.9% | 0.009% | |
7/20/2024 | First Citizens Bank & Trust Co. | 9,191 | $1.08M | 0.0% | -7.0% | 0.013% | |
7/20/2024 | First Horizon Advisors Inc. | 120,329 | $14.14M | 0.4% | -0.9% | 0.167% | |
7/20/2024 | Nisa Investment Advisors LLC | 250,000 | $29.37M | 0.2% | N/A | 0.348% | |
7/20/2024 | Zhang Financial LLC | 12,772 | $1.50M | 0.1% | -3.9% | 0.018% | |
7/19/2024 | Marshall Financial Group LLC | 2,122 | $249K | 0.1% | -10.6% | 0.003% | |
7/19/2024 | Raymond James & Associates | 34,986 | $4.11M | 0.0% | +1.6% | 0.049% | |
7/19/2024 | Summit Financial Strategies Inc. | 6,840 | $804K | 0.1% | +15.6% | 0.010% | |
7/18/2024 | Gradient Investments LLC | 531 | $62K | 0.0% | +89.6% | 0.001% | |
7/18/2024 | Center for Financial Planning Inc. | 11,256 | $1.32M | 0.2% | +2.3% | 0.016% | |
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7/18/2024 | Pure Financial Advisors LLC | 10,860 | $1.28M | 0.0% | -2.9% | 0.015% | |
7/18/2024 | Miracle Mile Advisors LLC | 5,299 | $623K | 0.0% | +6.8% | 0.007% | |
7/18/2024 | Naples Global Advisors LLC | 7,540 | $886K | 0.1% | +2.7% | 0.010% | |
7/18/2024 | Prairiewood Capital LLC | 4,139 | $486K | 0.2% | N/A | 0.006% | |
7/17/2024 | Annapolis Financial Services LLC | 39,668 | $4.66M | 1.5% | -4.1% | 0.055% | |
7/17/2024 | Westside Investment Management Inc. | 238 | $28K | 0.0% | N/A | 0.000% | |
7/17/2024 | Newton One Investments LLC | 18,974 | $2.23M | 1.0% | +0.6% | 0.026% | |
7/17/2024 | Galvin Gaustad & Stein LLC | 206,770 | $24.29M | 2.3% | -0.4% | 0.288% | |
7/17/2024 | IAG Wealth Partners LLC | 5,623 | $661K | 0.1% | -2.0% | 0.008% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 22,767 | $2.68M | 0.0% | -7.6% | 0.032% | |
7/16/2024 | GPS Wealth Strategies Group LLC | 410 | $48K | 0.0% | N/A | 0.001% | |
7/16/2024 | ORG Partners LLC | 3,787 | $445K | 0.1% | N/A | 0.005% | |
7/16/2024 | Falcon Wealth Planning | 70,259 | $8.26M | 1.1% | -42.6% | 0.098% | |
7/16/2024 | Lodestone Wealth Management LLC | 5,069 | $596K | 0.3% | -77.1% | 0.007% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 29,353 | $3.45M | 0.0% | -1.0% | 0.041% | |
7/16/2024 | Traveka Wealth LLC | 24,508 | $2.88M | 1.4% | -19.4% | 0.034% | |
7/16/2024 | Noble Family Wealth LLC | 26,908 | $3.16M | 0.9% | +12.9% | 0.037% | |
7/16/2024 | Wedmont Private Capital | 136,235 | $16.67M | 1.0% | +7.8% | 0.190% | |
7/16/2024 | Flower City Capital | 34,584 | $4.06M | 2.6% | +4.6% | 0.048% | |
7/16/2024 | Intergy Private Wealth LLC | 11,833 | $1.39M | 0.6% | +2.7% | 0.016% | |
7/16/2024 | Sequoia Financial Advisors LLC | 1,729 | $203K | 0.0% | N/A | 0.002% | |
7/15/2024 | MorganRosel Wealth Management LLC | 2,737 | $322K | 0.1% | -34.4% | 0.004% | |
7/15/2024 | Aspiriant LLC | 109,575 | $12.87M | 0.5% | +3.0% | 0.152% | |
7/15/2024 | Patriot Investment Management Group Inc. | 20,127 | $2.37M | 0.2% | -4.2% | 0.028% | |
7/15/2024 | RFG Advisory LLC | 8,405 | $988K | 0.0% | +45.2% | 0.012% | |
7/15/2024 | Lpwm LLC | 22,171 | $2.65M | 0.9% | +1.9% | 0.031% | |
7/15/2024 | Presilium Private Wealth LLC | 55,301 | $6.50M | 1.6% | +3.6% | 0.077% | |
7/13/2024 | Evanson Asset Management LLC | 21,881 | $2.57M | 0.2% | +0.9% | 0.030% | |
7/13/2024 | Cornerstone Wealth Advisors Inc. | 23,328 | $2.74M | 0.8% | +2.5% | 0.032% | |
7/12/2024 | JGP Wealth Management LLC | 77,818 | $9.14M | 1.3% | +1.3% | 0.108% | |
7/12/2024 | Diversify Advisory Services LLC | 20,592 | $2.45M | 0.1% | -46.0% | 0.029% | |
7/12/2024 | Columbus Macro LLC | 21,559 | $2.54M | 1.0% | -1.3% | 0.030% | |
7/12/2024 | Maltin Wealth Management Inc. | 47,262 | $5.55M | 3.0% | +7.4% | 0.066% | |
7/12/2024 | Lion Street Advisors LLC | 2,026 | $238K | 0.1% | +12.6% | 0.003% | |
7/12/2024 | Rebalance LLC | 27,745 | $3.26M | 0.3% | +0.7% | 0.039% | |
7/12/2024 | McLean Asset Management Corp | 12,849 | $1.55M | 0.5% | +2.0% | 0.018% | |
7/11/2024 | Canandaigua National Bank & Trust Co. | 14,528 | $1.71M | 0.2% | N/A | 0.020% | |
7/11/2024 | Symmetry Partners LLC | 480,728 | $56.48M | 2.9% | +139.9% | 0.669% | |
7/11/2024 | Family Wealth Partners LLC | 19,172 | $2.25M | 1.2% | +5.6% | 0.027% | |
7/11/2024 | Kohmann Bosshard Financial Services LLC | 67,844 | $7.97M | 1.1% | -30.9% | 0.094% | |
7/10/2024 | Boston Standard Wealth Management LLC | 36,724 | $4.32M | 0.9% | +2.1% | 0.051% | |
7/10/2024 | Csenge Advisory Group | 7,677 | $902K | 0.1% | +4.3% | 0.011% | |
7/10/2024 | Richard P Slaughter Associates Inc | 52,068 | $6.12M | 1.4% | +1.2% | 0.072% | |
7/10/2024 | Simplicity Wealth LLC | 37,758 | $4.44M | 0.1% | +1.5% | 0.053% | |
7/10/2024 | CGN Advisors LLC | 7,649 | $899K | 0.1% | +4.8% | 0.011% | |
7/10/2024 | Atmos Advisory LLC | 44,999 | $5.29M | 4.1% | +2.1% | 0.063% | |
7/10/2024 | Anderson Hoagland & Co. | 2,637 | $314K | 0.0% | -27.9% | 0.004% | |
7/10/2024 | CWM LLC | 2,917 | $343K | 0.0% | -6.2% | 0.004% | |
7/10/2024 | CVA Family Office LLC | 3,065 | $360K | 0.1% | -36.3% | 0.004% | |
7/10/2024 | Praetorian Wealth Management Inc. | 9,186 | $1.08M | 0.3% | N/A | 0.013% | |
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7/10/2024 | Apella Capital LLC | 282,977 | $33.72M | 1.5% | +5.8% | 0.394% | |
7/9/2024 | Park Avenue Securities LLC | 21,886 | $2.57M | 0.0% | +14.2% | 0.030% | |
7/9/2024 | Baker Ellis Asset Management LLC | 2,483 | $292K | 0.0% | -11.3% | 0.003% | |
7/9/2024 | Trust Co. of Vermont | 1,716 | $202K | 0.0% | +621.0% | 0.002% | |
7/9/2024 | Mather Group LLC. | 146,854 | $17.16M | 0.2% | -0.2% | 0.204% | |
7/5/2024 | Collective Family Office LLC | 1,710 | $201K | 0.1% | -5.5% | 0.002% | |
7/1/2024 | Moller Wealth Partners | 31,349 | $3.68M | 1.0% | +0.7% | 0.044% | |
6/21/2024 | Cape Investment Advisory Inc. | 539 | $63K | 0.0% | +308.3% | 0.001% | |
6/11/2024 | EverSource Wealth Advisors LLC | 9,283 | $1.06M | 0.1% | +32.3% | 0.013% | |
5/24/2024 | Cetera Advisors LLC | 76,717 | $8.96M | 0.1% | +77.3% | 0.107% | |