Who owns Inv Bulletshs 2024 Etf etf/closed end-?
- Ticker: BSJO
- CUSIP Number: 46138j833
Tip: Access positions for across all investors
Analyze quarterly positions in Inv Bulletshs 2024 Etf etf/closed end- with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Inv Bulletshs 2024 Etf etf/closed end- this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Mirador Capital Partners | 3.6M | $81M | 5% | Mar 2024 |
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UBS Group | 1.6M | $37M | 27% | Dec 2023 |
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Goldman Sachs Group | 1.2M | $27M | 100% | Dec 2023 |
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Wells Fargo & Company | 827k | $19M | 4% | Dec 2023 |
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United Capital Financial Advisers | 595k | $14M | 13% | Dec 2023 |
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Asset Dedication | 499k | $11M | -21% | Mar 2024 |
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Milestone Asset Management | 486k | $11M | 1760% | Mar 2024 |
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Captrust Financial Advisors | 471k | $11M | 10% | Dec 2023 |
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Collective Family Office | 447k | $10M | 0% | Mar 2024 |
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Bank of America Corporation | 436k | $9.9M | 3% | Dec 2023 |
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Migdal Insurance & Financial Holdings | 432k | $9.8M | 26% | Dec 2023 |
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CWM | 432k | $9.8M | 6% | Mar 2024 |
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Raymond James Financial Services Advisors | 404k | $9.2M | 8% | Mar 2024 |
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Ironwood Wealth Management | 368k | $8.4M | -17% | Mar 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 316k | $7.2M | 2% | Dec 2023 |
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Private Advisor | 315k | $7.2M | 17% | Dec 2023 |
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Advisor Group Holdings | 310k | $7.0M | 19% | Dec 2023 |
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Advisory Alpha | 283k | $6.4M | 1% | Dec 2023 |
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Kaye Capital Management | 277k | $6.3M | -20% | Mar 2024 |
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Old Second Wealth Management | 267k | $6.1M | -1% | Dec 2023 |
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SFE Investment Counsel | 235k | $5.3M | -14% | Dec 2023 |
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Janney Montgomery Scott | 235k | $5.3M | -1% | Dec 2023 |
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Wright Fund Managment | 210k | $4.8M | 0% | Dec 2023 |
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Jane Street | 209k | $4.7M | 93% | Dec 2023 |
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Mercer Global Advisors | 207k | $4.7M | -16% | Dec 2023 |
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Commonwealth Equity Services | 198k | $4.5M | 6% | Dec 2023 |
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Werba Rubin Papier Wealth Management | 196k | $4.4M | 2% | Dec 2023 |
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Banta Asset Managment | 187k | $4.2M | 0% | Dec 2023 |
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Oder Investment Management | 185k | $4.2M | 1% | Dec 2023 |
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Verity Asset Management | 174k | $3.9M | 100% | Dec 2023 |
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Prospera Financial Services | 148k | $3.4M | -6% | Dec 2023 |
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Raymond James & Associates | 142k | $3.2M | 13% | Mar 2024 |
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Wealthsource Partners | 139k | $3.2M | 16% | Dec 2023 |
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Blue Barn Wealth | 138k | $3.1M | 100% | Dec 2023 |
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Horizons Wealth Management | 131k | $3.0M | 5% | Mar 2024 |
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Capital Analysts | 115k | $2.6M | 17% | Dec 2023 |
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IFP Advisors | 115k | $2.6M | 9% | Dec 2023 |
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Cambridge Investment Research Advisors | 113k | $2.6M | -19% | Mar 2024 |
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Northwest Bancshares | 112k | $2.5M | -5% | Dec 2023 |
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River Street Advisors | 106k | $2.4M | 2% | Mar 2024 |
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Rebalance | 102k | $2.3M | -2% | Mar 2024 |
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Paradiem | 102k | $2.3M | 0% | Mar 2024 |
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Fca Corp | 94k | $2.1M | 1% | Dec 2023 |
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Tyler-Stone Wealth Management | 93k | $2.1M | 9% | Dec 2023 |
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S.E.E.D. Planning Group | 92k | $2.1M | 0% | Mar 2024 |
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TrueNorth | 92k | $2.1M | -23% | Mar 2024 |
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Sound Stewardship | 91k | $2.1M | -6% | Dec 2023 |
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Masso Torrence Wealth Management | 89k | $2.0M | 1% | Mar 2024 |
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AE Wealth Management | 88k | $2.0M | 31% | Dec 2023 |
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Glass Jacobson Investment Advisors | 87k | $2.0M | 2% | Dec 2023 |
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Stifel Financial | 86k | $2.0M | 5% | Dec 2023 |
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Private Client Services | 81k | $1.8M | 100% | Dec 2023 |
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Ballew Advisors | 80k | $1.8M | 10% | Mar 2024 |
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Ashton Thomas Private Wealth | 73k | $1.7M | 1% | Mar 2024 |
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Gill Capital Partners | 65k | $1.5M | -6% | Dec 2023 |
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Pacific Wealth Strategies Group | 63k | $1.4M | 0% | Dec 2023 |
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Farther Finance Advisors | 63k | $1.4M | 169% | Dec 2023 |
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Harbour Investments | 61k | $1.4M | 1% | Dec 2023 |
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Royal Bank of Canada | 61k | $1.4M | -13% | Dec 2023 |
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Steward Partners Investment Advisory | 60k | $1.4M | -30% | Dec 2023 |
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Leo Wealth | 56k | $1.3M | 100% | Dec 2023 |
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Evexia Wealth | 53k | $1.2M | 123% | Dec 2023 |
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Delta Investment Management | 49k | $1.1M | 205% | Dec 2023 |
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Western Wealth Management | 47k | $1.1M | 61% | Dec 2023 |
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RFG Advisory | 46k | $1.1M | -8% | Mar 2024 |
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Foundations Investment Advisors | 46k | $1.0M | 121% | Dec 2023 |
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H D Vest Advisory Services | 46k | $1.0M | 3% | Dec 2023 |
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Retirement Solution | 45k | $1.0M | -2% | Dec 2023 |
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Gradient Investments | 44k | $1.0M | -4% | Mar 2024 |
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GLOBALT Investments LLC / GA | 40k | $909k | 100% | Dec 2023 |
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Brookstone Capital Management | 40k | $902k | 5% | Mar 2024 |
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Park Avenue Securities | 39k | $891k | -20% | Mar 2024 |
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Brown Advisory Holdings Incorporated | 39k | $889k | 0% | Mar 2024 |
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Atria Wealth Solutions | 39k | $883k | 6% | Dec 2023 |
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TD Waterhouse Canada | 38k | $879k | -4% | Dec 2023 |
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Iron Financial | 37k | $849k | -16% | Mar 2024 |
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Stablepoint Partners | 37k | $831k | 16% | Mar 2024 |
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TCG Advisory Services | 36k | $818k | -34% | Dec 2023 |
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Kestra Advisory Services | 31k | $710k | 1% | Dec 2023 |
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We Are One Seven | 31k | $704k | 149% | Dec 2023 |
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WESPAC Advisors | 30k | $684k | 3% | Mar 2024 |
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Darren Munn | 29k | $658k | 48% | Dec 2023 |
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4Thought Financial Group | 29k | $651k | 79% | Dec 2023 |
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BCS Wealth Management | 28k | $637k | 12% | Dec 2023 |
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Founders Financial Securities | 27k | $617k | -31% | Mar 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 27k | $610k | -2% | Dec 2023 |
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Geneos Wealth Management | 26k | $595k | 17% | Dec 2023 |
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Prime Capital Investment Advisors | 25k | $561k | 100% | Dec 2023 |
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Flaharty Asset Management | 24k | $546k | 0% | Dec 2023 |
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AlphaStar Capital Management | 23k | $529k | 3% | Dec 2023 |
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Leavell Investment Management | 22k | $500k | -22% | Dec 2023 |
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Stratos Wealth Partners | 20k | $445k | 67% | Mar 2024 |
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Citadel Advisors | 20k | $444k | 100% | Dec 2023 |
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Wealth Enhancement Advisory Services | 19k | $425k | 100% | Mar 2024 |
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Patton Albertson & Miller | 19k | $424k | 0% | Mar 2024 |
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Wealthstar Advisors | 19k | $420k | -1% | Mar 2024 |
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Straight Path Wealth Management | 18k | $403k | 0% | Dec 2023 |
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Quad-Cities Investment Group | 17k | $388k | 1% | Mar 2024 |
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Kestra Private Wealth Services | 17k | $385k | 90% | Dec 2023 |
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Voisard Asset Management Group | 17k | $379k | 5% | Mar 2024 |
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MONECO Advisors | 16k | $358k | 12% | Dec 2023 |
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CoreCap Advisors | 12k | $267k | 0% | Dec 2023 |
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Evanson Asset Management | 12k | $264k | 0% | Mar 2024 |
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National Asset Management | 11k | $244k | -35% | Dec 2023 |
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Key FInancial | 11k | $242k | 71% | Dec 2023 |
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Transcend Wealth Collective | 11k | $239k | -9% | Dec 2023 |
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Tennessee Valley Asset Management Partners | 9.9k | $225k | 84% | Mar 2024 |
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Shufro Rose & Co | 9.0k | $202k | 0% | Dec 2023 |
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Ti-trust | 8.9k | $203k | 0% | Dec 2023 |
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Carmel Capital Partners | 8.9k | $201k | 39% | Dec 2023 |
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Friedenthal Financial | 8.5k | $194k | 100% | Dec 2023 |
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Nalls Sherbakoff Group | 8.0k | $181k | 0% | Dec 2023 |
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Creative Financial Designs | 5.7k | $130k | 0% | Dec 2023 |
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Larson Financial Group | 5.6k | $126k | 100% | Dec 2023 |
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Atwood & Palmer | 5.3k | $119k | 0% | Mar 2024 |
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Global Retirement Partners | 4.5k | $102k | 0% | Mar 2024 |
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Hanson McClain Advisors | 4.4k | $101k | -8% | Dec 2023 |
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Anchor Investment Management | 2.4k | $55k | 0% | Dec 2023 |
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Y.D. More Investments | 1.4k | $32k | 100% | Dec 2023 |
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Private Trust Co Na | 1.3k | $29k | -45% | Dec 2023 |
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Principal Securities | 1.1k | $25k | 100% | Dec 2023 |
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Benjamin F. Edwards & Company | 770.00 | $17k | 220% | Dec 2023 |
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AdvisorNet Financial | 622.00 | $14k | 0% | Mar 2024 |
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Hobbs Group Advisors | 496.00 | $11k | 100% | Dec 2023 |
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Penserra Capital Management | 325.00 | $7.0k | 100% | Dec 2023 |
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Householder Group Estate & Retirement Specialist | 312.00 | $7.0k | 100% | Dec 2023 |
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Aspect Partners | 278.00 | $6.3k | 100% | Dec 2023 |
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Financial Gravity Wealth | 236.00 | $5.1k | 0% | Dec 2023 |
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Mascoma Wealth Management | 180.00 | $4.1k | 0% | Dec 2023 |
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Independence Bank of Kentucky | 131.00 | $3.0k | -86% | Mar 2024 |
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Trust Co Of Vermont | 131.00 | $3.0k | 0% | Dec 2023 |
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Jpmorgan Chase & Co | 69.00 | $1.6k | 0% | Dec 2023 |
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Bnp Paribas Arbitrage, Snc | 60.00 | $1.4k | 0% | Dec 2023 |
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Missouri Trust & Investment | 22.00 | $500.000600 | 0% | Dec 2023 |
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Who sold out of Inv Bulletshs 2024 Etf etf/closed end-?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Mariner Wealth Advisors | Sep 2023 | 50k | $1.1M |
Sigma Planning | Sep 2023 | 49k | $1.1M |
Carnegie Capital Asset Management | Sep 2023 | 38k | $850k |
Segment Wealth Management | Dec 2023 | 33k | $744k |
Flow Traders US | Sep 2023 | 25k | $567k |
Sontag Advisory | Sep 2023 | 18k | $406k |
Koss-Olinger Consulting | Sep 2023 | 14k | $307k |
Inscription Capital | Dec 2023 | 12k | $280k |
Latitude Advisors | Sep 2023 | 12k | $273k |
W.H. Cornerstone Investments | Sep 2023 | 10k | $228k |
Wealthcare Advisory Partners | Dec 2023 | 9.0k | $206k |
BKM Wealth Management | Dec 2023 | 2.4k | $54k |
Sheets Smith Wealth Management | Sep 2023 | 1.9k | $43k |
Buck Wealth Strategies | Sep 2023 | 1.5k | $34k |