5/16/2024 | Waverly Advisors LLC | 65,884 | $3.75M | 0.1% | +1.7% | 2.689% | |
5/14/2024 | OLD Mission Capital LLC | 93,340 | $5.31M | 0.1% | -34.0% | 3.810% | |
5/8/2024 | Trademark Financial Management LLC | 21,020 | $1.20M | 1.0% | +5.4% | 0.858% | |
5/4/2024 | PrairieView Partners LLC | 6,568 | $374K | 0.0% | +5.0% | 0.268% | |
4/29/2024 | Commonwealth Equity Services LLC | 53,564 | $3.05M | 0.0% | -6.1% | 2.186% | |
4/19/2024 | Northland Capital Management LLC | 38,367 | $2.18M | 1.5% | -0.9% | 1.566% | |
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4/15/2024 | Revolve Wealth Partners LLC | 13,036 | $742K | 0.1% | +39.3% | 0.652% | |
2/16/2024 | Clarity Asset Management Inc. | 264,246 | $14.24M | 11.3% | N/A | 13.212% | |
2/13/2024 | Trademark Financial Management LLC | 19,947 | $1.08M | 0.8% | N/A | 0.997% | |
2/9/2024 | Team Hewins LLC | 10,554 | $569K | 0.1% | N/A | 0.528% | |
2/9/2024 | Corient Private Wealth LLC | 171,482 | $9.24M | 0.0% | -1.7% | 8.574% | |
2/8/2024 | Tarbox Family Office Inc. | 4,782 | $258K | 0.1% | +12.5% | 0.239% | |
2/8/2024 | MB Generational Wealth LLC | 21,926 | $1.18M | 1.1% | N/A | 1.096% | |
2/6/2024 | Signature Resources Capital Management LLC | 484 | $26K | 0.0% | N/A | 0.024% | |
1/31/2024 | Opes Wealth Management LLC | 6,512 | $351K | 0.1% | N/A | 0.326% | |
1/29/2024 | Grand Wealth Management LLC | 3,520 | $190K | 0.1% | +25.7% | 0.176% | |
1/24/2024 | Northland Capital Management LLC | 38,726 | $2.09M | 1.4% | +1.4% | 1.936% | |
1/19/2024 | Trellis Wealth Advisors LLC | 26,486 | $1.43M | 0.8% | +514.4% | 1.324% | |
1/18/2024 | Highland Financial Advisors LLC | 28,244 | $1.52M | 0.7% | +5.4% | 1.412% | |
1/18/2024 | Evanson Asset Management LLC | 3,877 | $209K | 0.0% | N/A | 0.194% | |
1/12/2024 | Henrickson Nauta Wealth Advisors Inc. | 17,635 | $950K | 0.5% | -1.2% | 0.882% | |
1/12/2024 | Revolve Wealth Partners LLC | 9,357 | $504K | 0.1% | N/A | 0.468% | |
11/20/2023 | Willow Creek Wealth Management Inc. | 195,653 | $9.60M | 1.4% | -0.2% | 9.783% | |
11/16/2023 | Orion Capital Management LLC | 2,649 | $130K | 0.1% | N/A | 0.132% | |
11/14/2023 | Waverly Advisors LLC | 65,400 | $3.21M | 0.1% | -2.2% | 3.270% | |
11/13/2023 | Asset Dedication LLC | 11,301 | $554K | 0.0% | +95.2% | 0.565% | |
11/13/2023 | Mariner LLC | 36,643 | $1.80M | 0.0% | N/A | 1.832% | |
11/9/2023 | Grand Wealth Management LLC | 2,800 | $137K | 0.1% | N/A | 0.140% | |
11/8/2023 | HighTower Advisors LLC | 50,619 | $2.48M | 0.0% | -41.5% | 2.531% | |
11/4/2023 | Corient Private Wealth LLC | 174,417 | $8.55M | 0.0% | +2.1% | 8.721% | |
10/25/2023 | Highland Financial Advisors LLC | 26,800 | $1.31M | 0.7% | +10.3% | 1.340% | |
10/23/2023 | Trellis Wealth Advisors LLC | 4,311 | $211K | 0.1% | N/A | 0.216% | |
10/23/2023 | Commonwealth Equity Services LLC | 53,748 | $2.64M | 0.0% | +104.6% | 2.687% | |
10/23/2023 | PrairieView Partners LLC | 6,221 | $305K | 0.0% | +100.4% | 0.311% | |
10/17/2023 | Northland Capital Management LLC | 38,205 | $1.87M | 1.3% | -22.1% | 1.910% | |
10/13/2023 | Tarbox Family Office Inc. | 4,249 | $208K | 0.0% | N/A | 0.212% | |
8/28/2023 | Willow Creek Wealth Management Inc. | 196,004 | $10.04M | 1.4% | +0.2% | 9.800% | |
8/22/2023 | Asset Dedication LLC | 5,788 | $297K | 0.0% | +95.2% | 0.289% | |
8/4/2023 | PrairieView Partners LLC | 3,105 | $158K | 0.0% | +142.4% | 0.168% | |
8/4/2023 | TCI Wealth Advisors Inc. | 7,627 | $391K | 0.0% | -3.9% | 0.412% | |
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8/3/2023 | WealthShield Partners LLC | 3,600 | $184K | 0.0% | +16.1% | 0.195% | |
8/2/2023 | Wealthstream Advisors Inc. | 23,355 | $1.20M | 0.6% | +8.2% | 1.262% | |
8/2/2023 | Bank of Montreal Can | 22,920 | $1.21M | 0.0% | N/A | 1.239% | |
7/19/2023 | Northland Capital Management LLC | 49,028 | $2.51M | 1.9% | -37.4% | 2.650% | |
7/13/2023 | Highland Financial Advisors LLC | 24,302 | $1.24M | 0.6% | +40.8% | 1.314% | |
7/12/2023 | Henrickson Nauta Wealth Advisors Inc. | 17,846 | $914K | 0.6% | -3.7% | 0.965% | |
5/12/2023 | WMS Partners LLC | 10,913 | $552K | 0.0% | +4.1% | 0.590% | |
5/12/2023 | HighTower Advisors LLC | 84,902 | $4.30M | 0.0% | +11.6% | 4.589% | |
5/8/2023 | WealthShield Partners LLC | 3,100 | $157K | 0.0% | N/A | 0.168% | |
5/8/2023 | PrairieView Partners LLC | 1,281 | $64K | 0.0% | +18.8% | 0.069% | |
5/4/2023 | Merriman Wealth Management LLC | 55,801 | $2.82M | 0.1% | -1.8% | 4.650% | |
5/3/2023 | TCI Wealth Advisors Inc. | 7,933 | $401K | 0.1% | -8.7% | 0.661% | |
5/2/2023 | Wealthstream Advisors Inc. | 21,593 | $1.09M | 0.7% | +46.0% | 1.799% | |
4/24/2023 | Willow Creek Wealth Management Inc. | 195,602 | $9.89M | 1.5% | +3.0% | 16.300% | |
4/17/2023 | Northland Capital Management LLC | 78,340 | $3.96M | 3.0% | -14.1% | 6.528% | |
4/11/2023 | Henrickson Nauta Wealth Advisors Inc. | 18,523 | $937K | 0.7% | -3.2% | 1.544% | |
3/6/2023 | OLD Mission Capital LLC | 45,914 | $2.16M | 0.1% | N/A | 3.826% | |
3/1/2023 | Willow Creek Wealth Management Inc. | 189,846 | $8.94M | 1.5% | +102.8% | 15.821% | |
2/13/2023 | Merriman Wealth Management LLC | 56,825 | $2.68M | 0.1% | +100.6% | 4.735% | |
2/10/2023 | Red Lighthouse Investment Management LLC | 1,016 | $48K | 0.0% | N/A | 0.085% | |
2/9/2023 | HighTower Advisors LLC | 76,107 | $3.58M | 0.0% | -38.6% | 6.342% | |
2/8/2023 | Team Hewins LLC | 10,214 | $481K | 0.3% | N/A | 0.851% | |
2/8/2023 | Highland Financial Advisors LLC | 17,188 | $809K | 0.5% | +18.7% | 1.432% | |
2/7/2023 | WMS Partners LLC | 10,483 | $493K | 0.0% | N/A | 0.874% | |
2/7/2023 | TCI Wealth Advisors Inc. | 8,691 | $409K | 0.1% | N/A | 0.724% | |
2/6/2023 | Kelman Lazarov Inc. | 5,041 | $237K | 0.1% | N/A | 0.420% | |
2/3/2023 | Tortoise Investment Management LLC | 4,500 | $212K | 0.0% | N/A | 0.375% | |
2/2/2023 | Henrickson Nauta Wealth Advisors Inc. | 19,128 | $900K | 0.7% | N/A | 1.594% | |
2/2/2023 | Wealthstream Advisors Inc. | 14,793 | $696K | 0.5% | N/A | 1.233% | |
1/19/2023 | Asset Dedication LLC | 2,965 | $140K | 0.0% | N/A | 0.247% | |
1/19/2023 | Northland Capital Management LLC | 91,203 | $4.29M | 3.4% | -1.6% | 7.600% | |
11/7/2022 | Diversified Portfolios Inc. | 11,424 | $461K | 0.1% | N/A | 1.142% | |
11/1/2022 | PrairieView Partners LLC | 1,078 | $44K | 0.0% | +165.5% | 0.108% | |
10/31/2022 | Willow Creek Wealth Management Inc. | 93,590 | $3.78M | 0.7% | +227.6% | 9.359% | |
10/26/2022 | Merriman Wealth Management LLC | 28,333 | $1.14M | 0.1% | +538.0% | 3.148% | |
10/20/2022 | Northland Capital Management LLC | 92,673 | $3.74M | 3.5% | N/A | 10.297% | |
8/16/2022 | Willow Creek Wealth Management Inc. | 28,571 | $1.30M | 0.2% | N/A | 8.163% | |
7/29/2022 | Merriman Wealth Management LLC | 4,441 | $201K | 0.0% | N/A | 1.269% | |