10/31/2024 | JNBA Financial Advisors | 19,467 | $1.69M | 0.2% | -28.4% | 0.041% | |
10/30/2024 | Leslie Global Wealth LLC | 4,770 | $414K | 0.2% | -9.5% | 0.010% | |
10/30/2024 | Tobias Financial Advisors Inc. | 3,835 | $333K | 0.1% | -4.1% | 0.008% | |
10/30/2024 | NorthRock Partners LLC | 269,377 | $23.39M | 2.0% | -6.1% | 0.565% | |
10/30/2024 | Landmark Wealth Management LLC | 3,400 | $295K | 0.1% | -4.3% | 0.007% | |
10/30/2024 | Palisades Hudson Asset Management L.P. | 58,855 | $5.11M | 2.2% | -1.6% | 0.123% | |
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10/30/2024 | Lutz Financial Services LLC | 167,030 | $14.50M | 1.2% | -1.0% | 0.350% | |
10/30/2024 | New England Capital Financial Advisors LLC | 45,584 | $3.96M | 2.1% | +1.9% | 0.096% | |
10/29/2024 | Private Wealth Management Group LLC | 14,131 | $1.23M | 0.5% | -2.6% | 0.030% | |
10/29/2024 | GFS Advisors LLC | 12,060 | $1.05M | 0.2% | +720.4% | 0.025% | |
10/29/2024 | Stevens Capital Partners | 33,337 | $2.89M | 1.4% | +5.2% | 0.070% | |
10/29/2024 | Realta Investment Advisors | 320 | $28K | 0.0% | -79.9% | 0.001% | |
10/29/2024 | Key Financial Inc | 160,801 | $13.96M | 3.1% | +3.0% | 0.337% | |
10/29/2024 | Sage Financial Group Inc. | 157,314 | $13.66M | 1.1% | -0.3% | 0.330% | |
10/29/2024 | Chicago Partners Investment Group LLC | 35,985 | $3.07M | 0.1% | +9.1% | 0.075% | |
10/29/2024 | Farther Finance Advisors LLC | 20,092 | $1.74M | 0.1% | -17.5% | 0.042% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 32,377 | $2.81M | 0.1% | -1.2% | 0.068% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 2,018 | $175K | 0.0% | +13.4% | 0.004% | |
10/28/2024 | Focus Financial Network Inc. | 28,359 | $2.46M | 0.1% | -69.2% | 0.059% | |
10/28/2024 | Principal Securities Inc. | 35,473 | $3.08M | 0.1% | +8.6% | 0.074% | |
10/28/2024 | Balanced Wealth Group LLC | 108,459 | $9.29M | 4.1% | -65.3% | 0.227% | |
10/28/2024 | Reston Wealth Management LLC | 2,233 | $194K | 0.1% | -18.1% | 0.005% | |
10/28/2024 | US Bancorp DE | 6,703 | $582K | 0.0% | -3.2% | 0.014% | |
10/28/2024 | Measured Wealth Private Client Group LLC | 2,770 | $240K | 0.1% | -59.0% | 0.006% | |
10/25/2024 | Financial Advocates Investment Management | 10,537 | $915K | 0.1% | +7.0% | 0.022% | |
10/25/2024 | Diversify Wealth Management LLC | 30,798 | $2.63M | 0.2% | N/A | 0.065% | |
10/25/2024 | GSB Wealth Management LLC | 1,029 | $89K | 0.0% | N/A | 0.002% | |
10/25/2024 | Valmark Advisers Inc. | 15,616 | $1.36M | 0.0% | -6.8% | 0.033% | |
10/25/2024 | American Financial Advisors LLC | 268,222 | $23.29M | 3.2% | -2.3% | 0.562% | |
10/25/2024 | MONECO Advisors LLC | 7,669 | $666K | 0.1% | +2.8% | 0.016% | |
10/24/2024 | Morton Brown Family Wealth LLC | 14,494 | $1.26M | 0.4% | -37.4% | 0.030% | |
10/24/2024 | Taylor & Morgan Wealth Management LLC | 9,442 | $820K | 0.6% | -13.7% | 0.020% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 2,402 | $209K | 0.0% | N/A | 0.005% | |
10/24/2024 | Concord Wealth Partners | 124,436 | $10.80M | 1.8% | +4.6% | 0.261% | |
10/24/2024 | Salomon & Ludwin LLC | 58,468 | $5.08M | 0.5% | -4.4% | 0.123% | |
10/24/2024 | Anson Capital Inc. | 7,757 | $673K | 0.6% | -33.7% | 0.016% | |
10/24/2024 | J.W. Cole Advisors Inc. | 5,407 | $469K | 0.0% | +82.2% | 0.011% | |
10/24/2024 | Modera Wealth Management LLC | 54,790 | $4.76M | 0.1% | +4.4% | 0.115% | |
10/24/2024 | GHP Investment Advisors Inc. | 169,444 | $14.71M | 0.7% | +1.8% | 0.355% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 557,421 | $48.40M | 0.1% | +0.8% | 1.169% | |
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10/23/2024 | Allworth Financial LP | 3,970 | $345K | 0.0% | +3.9% | 0.008% | |
10/23/2024 | Convergence Financial LLC | 218,346 | $18.96M | 4.0% | +9.9% | 0.458% | |
10/23/2024 | Trueblood Wealth Management LLC | 18,477 | $1.60M | 0.8% | +12.9% | 0.039% | |
10/23/2024 | Dakota Wealth Management | 58,479 | $5.08M | 0.1% | -24.0% | 0.123% | |
10/23/2024 | Financial Guidance Group Inc. | 42,659 | $3.70M | 2.2% | -8.9% | 0.089% | |
10/23/2024 | Grey Fox Wealth Advisors LLC | 15,063 | $1.31M | 0.4% | +32.6% | 0.032% | |
10/22/2024 | McAdam LLC | 63,855 | $5.54M | 0.3% | -24.1% | 0.134% | |
10/22/2024 | Courier Capital LLC | 2,515 | $218K | 0.0% | -7.4% | 0.005% | |
10/22/2024 | Marietta Wealth Management LLC | 63,840 | $5.54M | 0.8% | +2.8% | 0.134% | |
10/22/2024 | Private Advisor Group LLC | 89,009 | $7.73M | 0.0% | +1.1% | 0.187% | |
10/22/2024 | Eastern Bank | 1,000 | $87K | 0.0% | N/A | 0.002% | |
10/21/2024 | Rodgers & Associates LTD | 300,995 | $26.13M | 3.1% | +1.6% | 0.631% | |
10/21/2024 | Calton & Associates Inc. | 23,484 | $2.04M | 0.8% | -37.2% | 0.049% | |
10/21/2024 | Integrity Wealth Solutions LLC | 5,844 | $507K | 0.3% | -11.6% | 0.012% | |
10/21/2024 | Courage Miller Partners LLC | 16,185 | $1.41M | 0.5% | +1.0% | 0.034% | |
10/21/2024 | Northwest Investment Counselors LLC | 352 | $31K | 0.0% | N/A | 0.001% | |
10/21/2024 | Denver Wealth Management Inc. | 12,804 | $1.11M | 0.5% | +2.6% | 0.027% | |
10/21/2024 | CarsonAllaria Wealth Management Ltd. | 100,929 | $8.76M | 5.0% | +11.0% | 0.212% | |
10/21/2024 | Cannon Financial Strategists Inc. | 919,457 | $79.83M | 13.9% | +1.0% | 1.928% | |
10/21/2024 | Trilogy Capital Inc. | 350,758 | $30.45M | 1.5% | +2.8% | 0.735% | |
10/19/2024 | Calton & Associates Inc. | 67,214 | $5.84M | 1.0% | +79.6% | 0.141% | |
10/19/2024 | Cannon Financial Strategists Inc. | 842,106 | $70.16M | 13.6% | -7.5% | 1.765% | |
10/19/2024 | Pure Portfolios Holdings LLC | 183,012 | $15.89M | 6.0% | N/A | 0.384% | |
10/18/2024 | Raymond James & Associates | 27,596 | $2.40M | 0.0% | +17.2% | 0.058% | |
10/18/2024 | Stratos Wealth Advisors LLC | 21,274 | $1.85M | 0.1% | -0.8% | 0.045% | |
10/17/2024 | ERTS Wealth Advisors LLC | 254,482 | $22.09M | 4.1% | -0.1% | 0.534% | |
10/17/2024 | LexAurum Advisors LLC | 7,866 | $683K | 0.2% | -15.9% | 0.016% | |
10/16/2024 | Trust Co. of Vermont | 976 | $85K | 0.0% | N/A | 0.002% | |
10/16/2024 | Global Retirement Partners LLC | 9,059 | $787K | 0.0% | +1.5% | 0.019% | |
10/16/2024 | Good Life Advisors LLC | 37,024 | $3.22M | 0.2% | +15.0% | 0.078% | |
10/16/2024 | Orin Green Financial LLC | 2,489 | $216K | 0.1% | N/A | 0.005% | |
10/16/2024 | Probity Advisors Inc. | 64,740 | $5.62M | 1.1% | -3.6% | 0.136% | |
10/16/2024 | Sensible Money LLC | 20,758 | $1.80M | 0.8% | +2.2% | 0.044% | |
10/16/2024 | Cornerstone Wealth Management LLC | 3,587 | $311K | 0.0% | +27.1% | 0.008% | |
10/16/2024 | Market Street Wealth Management Advisors LLC | 5,142 | $446K | 0.1% | -7.8% | 0.011% | |
10/16/2024 | Provident Wealth Management LLC | 67,186 | $5.83M | 2.0% | +8.6% | 0.141% | |
10/16/2024 | McKinley Carter Wealth Services Inc. | 3,229 | $280K | 0.0% | -12.8% | 0.007% | |
10/16/2024 | SeaCrest Wealth Management LLC | 11,031 | $958K | 0.1% | -1.0% | 0.023% | |
10/16/2024 | Bill Few Associates Inc. | 12,086 | $1.05M | 0.4% | +4.6% | 0.025% | |
10/16/2024 | Asset Dedication LLC | 142,621 | $12.38M | 0.8% | -2.4% | 0.299% | |
10/15/2024 | Occidental Asset Management LLC | 10,428 | $905K | 0.1% | +2.3% | 0.022% | |
10/12/2024 | Michael S. Ryan Inc. | 155,442 | $13.50M | 9.4% | +1.5% | 0.326% | |
10/11/2024 | Creative Planning | 441,642 | $38.34M | 0.0% | -7.6% | 0.926% | |
10/11/2024 | Thurston Springer Miller Herd & Titak Inc. | 388 | $34K | 0.0% | N/A | 0.001% | |
10/11/2024 | Capricorn Fund Managers Ltd | 37,272 | $3.24M | 2.2% | +34.3% | 0.078% | |
10/11/2024 | Redhawk Wealth Advisors Inc. | 6,178 | $536K | 0.1% | -57.4% | 0.013% | |
10/10/2024 | Koshinski Asset Management Inc. | 2,360 | $205K | 0.0% | N/A | 0.005% | |
10/10/2024 | Ritholtz Wealth Management | 58,963 | $5.12M | 0.2% | +1.1% | 0.124% | |
10/10/2024 | Total Wealth Planning LLC | 40,887 | $3.55M | 0.6% | -4.0% | 0.086% | |
10/9/2024 | Pacific Sun Financial Corp | 25,466 | $2.21M | 1.2% | -3.3% | 0.053% | |
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10/9/2024 | Moisand Fitzgerald Tamayo LLC | 16,936 | $1.47M | 0.2% | -8.5% | 0.036% | |
10/9/2024 | Keeler & Nadler Financial Planning & Wealth Management | 32,235 | $2.80M | 1.4% | -10.9% | 0.068% | |
10/9/2024 | UMB Bank n.a. | 1,092 | $95K | 0.0% | -17.9% | 0.002% | |
10/9/2024 | Clarus Wealth Advisors | 50,911 | $4.31M | 2.2% | +0.7% | 0.107% | |
10/8/2024 | CWM LLC | 35,008 | $3.04M | 0.0% | +141.6% | 0.073% | |
10/8/2024 | Evensky & Katz LLC | 310,808 | $26.98M | 1.8% | -0.5% | 0.652% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,670 | $232K | 0.0% | -17.2% | 0.006% | |
10/8/2024 | Marquette Asset Management LLC | 5,001 | $434K | 0.1% | -5.8% | 0.010% | |
10/8/2024 | Brookstone Capital Management | 10,781 | $936K | 0.0% | -64.7% | 0.023% | |
10/8/2024 | Advance Capital Management Inc. | 8,039 | $698K | 0.0% | +5.6% | 0.017% | |