6/7/2023 | Maripau Wealth Management LLC | 9,715 | $2.42M | 2.5% | -2.0% | 0.003% | |
6/7/2023 | Atomi Financial Group Inc. | 5,407 | $1.35M | 0.8% | N/A | 0.002% | |
6/5/2023 | Invictus Private Wealth LLC | 355,692 | $88.72M | 10.4% | -1.6% | 0.109% | |
6/5/2023 | EP Wealth Advisors LLC | 2,610,329 | $360.51M | 6.2% | N/A | 0.798% | |
6/5/2023 | Level Four Advisory Services LLC | 14,420 | $3.60M | 0.2% | -4.8% | 0.004% | |
6/1/2023 | Golden State Equity Partners | 1,111 | $0.28M | 0.1% | N/A | 0.000% | |
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5/31/2023 | FC Advisory LLC | 40,792 | $10.18M | 4.5% | +3.8% | 0.012% | |
5/30/2023 | Fullen Financial Group | 37,212 | $9.38M | 5.1% | +20.5% | 0.011% | |
5/30/2023 | BKA Wealth Consulting Inc. | 1,041 | $0.26M | 0.1% | N/A | 0.000% | |
5/26/2023 | Fortis Group Advisors LLC | 3,101 | $0.78M | 0.2% | N/A | 0.001% | |
5/26/2023 | Alterna Wealth Management Inc. | 2,040 | $0.51M | 0.6% | N/A | 0.001% | |
5/25/2023 | Empower Advisory Group LLC | 11,313 | $2.82M | 0.0% | N/A | 0.003% | |
5/25/2023 | Garde Capital Inc. | 495,867 | $123.69M | 13.6% | +2.2% | 0.152% | |
5/24/2023 | Verity Asset Management Inc. | 11,740 | $2.93M | 1.7% | +115.8% | 0.004% | |
5/22/2023 | Raleigh Capital Management Inc. | 3,331 | $0.83M | 0.4% | -3.8% | 0.001% | |
5/22/2023 | Arete Wealth Advisors LLC | 46,916 | $11.70M | 0.8% | N/A | 0.014% | |
5/22/2023 | Ameriprise Financial Inc. | 2,783,170 | $694.91M | 0.2% | +0.7% | 0.850% | |
5/22/2023 | Prostatis Group LLC | 28,407 | $7.22M | 3.8% | N/A | 0.009% | |
5/19/2023 | Abacus Wealth Partners LLC | 2,863 | $0.72M | 0.2% | N/A | 0.001% | |
5/19/2023 | Vawter Financial Ltd. | 844 | $0.21M | 0.2% | N/A | 0.000% | |
5/18/2023 | GSB Wealth Management LLC | 1,171 | $0.29M | 0.1% | -9.1% | 0.000% | |
5/18/2023 | Titleist Asset Management LLC | 7,973 | $1.99M | 0.4% | N/A | 0.002% | |
5/18/2023 | JPMorgan Chase & Co. | 301,081 | $75.10M | 0.0% | +5.4% | 0.092% | |
5/18/2023 | Centaurus Financial Inc. | 14,622 | $3.65M | 0.3% | +15.8% | 0.004% | |
5/17/2023 | B. Riley Wealth Advisors Inc. | 338,024 | $84.32M | 2.2% | -3.7% | 0.103% | |
5/17/2023 | Westside Investment Management Inc. | 1,086 | $0.27M | 0.1% | -79.6% | 0.000% | |
5/17/2023 | Advisory Services Network LLC | 79,548 | $19.84M | 0.5% | +82.9% | 0.024% | |
5/17/2023 | Pacific Financial Group Inc. | 2,851 | $0.71M | 0.5% | -21.4% | 0.001% | |
5/17/2023 | Rockefeller Capital Management L.P. | 192,104 | $47.92M | 0.2% | -13.1% | 0.059% | |
5/17/2023 | Chevy Chase Trust Holdings LLC | 1,433 | $0.36M | 0.0% | -12.7% | 0.000% | |
5/17/2023 | Apexium Financial LP | 9,188 | $2.29M | 0.2% | -10.4% | 0.003% | |
5/17/2023 | Headinvest LLC | 2,911 | $0.73M | 0.2% | -2.8% | 0.001% | |
5/17/2023 | Thrivent Financial for Lutherans | 113,363 | $28.21M | 0.1% | +14.6% | 0.035% | |
5/17/2023 | Gerber Kawasaki Wealth & Investment Management | 3,492 | $0.87M | 0.1% | -12.3% | 0.001% | |
5/16/2023 | Chilton Capital Management LLC | 2,276 | $0.57M | 0.0% | -32.9% | 0.001% | |
5/16/2023 | Mercer Global Advisors Inc. ADV | 237,107 | $59.02M | 0.3% | -1.2% | 0.072% | |
5/16/2023 | EWA LLC | 16,344 | $4.15M | 3.1% | N/A | 0.005% | |
5/16/2023 | Waverly Advisors LLC | 524,525 | $130.84M | 6.8% | +11.6% | 0.160% | |
5/16/2023 | National Wealth Management Group LLC | 1,399 | $0.36M | 0.4% | N/A | 0.000% | |
5/16/2023 | Blue Edge Capital LLC | 161,376 | $40.25M | 8.7% | +0.0% | 0.049% | |
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5/16/2023 | Carolinas Wealth Consulting LLC | 7,409 | $1.85M | 0.4% | -1.3% | 0.002% | |
5/16/2023 | Tower View Investment Management & Research LLC | 12,287 | $3.07M | 2.1% | -0.4% | 0.004% | |
5/16/2023 | Ancora Advisors LLC | 6,997 | $1.75M | 0.0% | -0.6% | 0.002% | |
5/16/2023 | Roof Eidam & Maycock ADV | 43,026 | $10.73M | 3.9% | -1.2% | 0.013% | |
5/16/2023 | Wick Capital Partners LLC | 1,079 | $0.27M | 0.2% | N/A | 0.000% | |
5/16/2023 | Vertex Planning Partners LLC | 3,970 | $0.99M | 0.4% | -10.5% | 0.001% | |
5/16/2023 | Kayne Anderson Rudnick Investment Management LLC | 2,691 | $0.67M | 0.0% | -13.0% | 0.001% | |
5/16/2023 | PCA Investment Advisory Services Inc. | 23,289 | $5.81M | 4.1% | N/A | 0.007% | |
5/16/2023 | Milestone Investment Advisors LLC | 37,039 | $9.24M | 2.9% | +13.6% | 0.011% | |
5/16/2023 | Fort Pitt Capital Group LLC | 3,345 | $0.83M | 0.0% | -12.9% | 0.001% | |
5/16/2023 | SRS Capital Advisors Inc. | 69,053 | $17.22M | 2.3% | +2.9% | 0.021% | |
5/16/2023 | Prestige Wealth Management Group LLC | 60,239 | $15.03M | 3.8% | -1.5% | 0.018% | |
5/16/2023 | Atlas Capital Advisors LLC | 592 | $0.15M | 0.0% | +20.3% | 0.000% | |
5/16/2023 | Colony Group LLC | 70,511 | $17.59M | 0.3% | +17.9% | 0.022% | |
5/16/2023 | Investmark Advisory Group LLC | 2,653 | $0.66M | 0.5% | +6.4% | 0.001% | |
5/16/2023 | Apollon Wealth Management LLC | 2,662 | $0.66M | 0.0% | +9.6% | 0.001% | |
5/16/2023 | Ruggaard & Associates LLC | 2,257 | $0.56M | 0.3% | N/A | 0.001% | |
5/16/2023 | Segall Bryant & Hamill LLC | 10,124 | $2.53M | 0.0% | -2.5% | 0.003% | |
5/16/2023 | Silvercrest Asset Management Group LLC | 85,369 | $21.29M | 0.2% | +4.1% | 0.026% | |
5/16/2023 | Simon Quick Advisors LLC | 213,313 | $53.21M | 5.8% | +1.0% | 0.065% | |
5/16/2023 | Snowden Capital Advisors LLC | 38,068 | $9.50M | 0.4% | +2.5% | 0.012% | |
5/16/2023 | Steward Partners Investment Advisory LLC | 160,282 | $39.98M | 0.6% | +2.3% | 0.049% | |
5/16/2023 | Strategic Investment Solutions Inc. IL | 19,145 | $4.78M | 0.9% | +6.3% | 0.006% | |
5/16/2023 | Falcon Wealth Planning | 129,541 | $32.31M | 8.1% | +11.5% | 0.040% | |
5/16/2023 | First Horizon Advisors Inc. | 97,144 | $24.23M | 0.9% | +2.6% | 0.030% | |
5/16/2023 | Fortis Capital Advisors LLC | 1,421 | $0.35M | 0.2% | -24.3% | 0.000% | |
5/16/2023 | GSB Wealth Management LLC | 1,171 | $0.29M | 0.1% | -9.1% | 0.000% | |
5/16/2023 | Gallagher Fiduciary Advisors LLC | 24,779 | $6.20M | 0.5% | N/A | 0.008% | |
5/16/2023 | Graves Light Lenhart Wealth Inc. | 5,947 | $1.48M | 0.2% | -8.0% | 0.002% | |
5/16/2023 | Greenline Partners LLC | 5,366 | $0.48M | 0.1% | N/A | 0.002% | |
5/16/2023 | Harbour Investments Inc. | 30,191 | $7.53M | 0.4% | +5.7% | 0.009% | |
5/16/2023 | HBK Sorce Advisory LLC | 40,958 | $15.33M | 0.2% | -5.0% | 0.013% | |
5/16/2023 | Howe & Rusling Inc. | 132 | $33K | 0.0% | -38.3% | 0.000% | |
5/16/2023 | Becker Capital Management Inc. | 191,531 | $47.78M | 1.9% | N/A | 0.059% | |
5/16/2023 | Belpointe Asset Management LLC | 49,891 | $12.45M | 0.7% | +5.5% | 0.015% | |
5/16/2023 | Betterment LLC | 177,646 | $44.31M | 0.1% | +3.6% | 0.054% | |
5/15/2023 | Schonfeld Strategic Advisors LLC | 32,538 | $8.12M | 0.1% | N/A | 0.010% | |
5/15/2023 | SCS Capital Management LLC | 29,707 | $7.41M | 0.2% | +1.6% | 0.009% | |
5/15/2023 | Meeder Advisory Services Inc. | 1,659 | $0.41M | 0.0% | -12.3% | 0.001% | |
5/15/2023 | Lido Advisors LLC | 16,051 | $4M | 0.0% | +5.1% | 0.005% | |
5/15/2023 | Hoxton Planning & Management LLC | 6,322 | $1.58M | 0.9% | -9.0% | 0.002% | |
5/15/2023 | Moneta Group Investment Advisors LLC | 483,815 | $120.68M | 2.9% | +42.5% | 0.148% | |
5/15/2023 | NCM Capital Management LLC | 11,561 | $2.88M | 2.2% | +9.9% | 0.004% | |
5/15/2023 | Johnson Investment Counsel Inc. | 14,921 | $3.72M | 0.0% | -4.2% | 0.005% | |
5/15/2023 | Certified Advisory Corp | 92,377 | $23.04M | 4.1% | +4.5% | 0.028% | |
5/15/2023 | Fiduciary Trust Co. | 971 | $0.24M | 0.0% | -5.6% | 0.000% | |
5/15/2023 | Goodwin Investment Advisory | 4,388 | $1.10M | 0.7% | +19.6% | 0.001% | |
5/15/2023 | Retirement Investment Advisors Inc. | 466,439 | $116.35M | 20.8% | +265.4% | 0.143% | |
5/15/2023 | Yoder Wealth Management Inc. | 22,944 | $5.72M | 4.8% | N/A | 0.007% | |
5/15/2023 | First Capital Advisors Group LLC. | 274 | $68K | 0.0% | +94.3% | 0.000% | |
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5/15/2023 | Meeder Asset Management Inc. | 19,779 | $4.93M | 0.4% | +5.7% | 0.006% | |
5/15/2023 | Cornerstone Wealth Management LLC | 31,986 | $7.98M | 0.8% | N/A | 0.010% | |
5/15/2023 | IHT Wealth Management LLC | 25,599 | $6.39M | 0.4% | -3.0% | 0.008% | |
5/15/2023 | Mill Creek Capital Advisors LLC | 2,524,591 | $629.73M | 23.2% | -0.8% | 0.771% | |
5/15/2023 | Magnolia Capital Advisors LLC | 28,968 | $7.23M | 3.7% | +901.0% | 0.009% | |
5/15/2023 | Pensionmark Financial Group LLC | 6,044 | $1.51M | 0.3% | -0.7% | 0.002% | |
5/15/2023 | Peapack Gladstone Financial Corp | 5,699 | $1.41M | 0.0% | +7.1% | 0.002% | |
5/15/2023 | Frank Rimerman Advisors LLC | 2,957 | $0.74M | 0.2% | N/A | 0.001% | |
5/15/2023 | PGIM Custom Harvest LLC | 2,717 | $0.68M | 0.0% | -24.6% | 0.001% | |
5/15/2023 | Permanens Capital L.P. | 151,714 | $37.84M | 8.2% | +13.9% | 0.046% | |