5/15/2024 | LRI Investments LLC | 453,105 | $12.64M | 1.7% | N/A | 0.674% | |
5/14/2024 | OLD Mission Capital LLC | 205,342 | $5.58M | 0.1% | N/A | 0.306% | |
5/14/2024 | Delap Wealth Advisory LLC | 113,792 | $3.09M | 1.3% | +1.2% | 0.169% | |
5/14/2024 | Andrews Lucia Wealth Management LLC | 66,002 | $1.80M | 1.3% | +1.2% | 0.098% | |
5/14/2024 | Sax Wealth Advisors LLC | 26,804 | $729K | 0.1% | +173.8% | 0.040% | |
5/14/2024 | Northwest Wealth Management LLC | 89,284 | $2.43M | 0.7% | +0.5% | 0.133% | |
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5/14/2024 | Kraft Asset Management LLC | 15,828 | $430K | 0.3% | +26.7% | 0.024% | |
5/14/2024 | RB Capital Management LLC | 7,721 | $210K | 0.1% | N/A | 0.011% | |
5/13/2024 | Index Fund Advisors Inc. | 296,532 | $8.06M | 0.4% | +15.1% | 0.441% | |
5/10/2024 | Nwam LLC | 69,742 | $1.90M | 0.2% | -6.5% | 0.104% | |
5/9/2024 | Forum Financial Management LP | 6,519,322 | $177.26M | 3.0% | -1.5% | 9.701% | |
5/9/2024 | MB Generational Wealth LLC | 459,527 | $12.50M | 11.3% | +12.6% | 0.684% | |
5/7/2024 | Bedel Financial Consulting Inc. | 16,996 | $462K | 0.1% | +6.2% | 0.025% | |
5/7/2024 | CarsonAllaria Wealth Management Ltd. | 31,979 | $870K | 0.5% | +1.8% | 0.048% | |
5/7/2024 | Empowered Funds LLC | 196,209 | $5.34M | 0.1% | N/A | 0.292% | |
5/6/2024 | Ruedi Wealth Management Inc. | 85,837 | $2.33M | 1.0% | +12.6% | 0.128% | |
5/6/2024 | W.H. Cornerstone Investments Inc. | 33,472 | $910K | 0.7% | +69.6% | 0.050% | |
5/6/2024 | Advisory Alpha LLC | 110,455 | $3.00M | 0.1% | +6.3% | 0.164% | |
5/6/2024 | DiNuzzo Private Wealth Inc. | 767,934 | $20.88M | 2.8% | +0.2% | 1.143% | |
5/4/2024 | Hemington Wealth Management | 16,470 | $448K | 0.2% | N/A | 0.025% | |
5/3/2024 | Integris Wealth Management LLC | 567,638 | $15.43M | 4.3% | +8.5% | 0.851% | |
5/3/2024 | Catalina Capital Group LLC | 13,247 | $360K | 0.1% | N/A | 0.020% | |
5/3/2024 | Callan Capital LLC | 438,472 | $11.92M | 1.1% | -2.7% | 0.657% | |
5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 50,964 | $1.39M | 0.4% | +21.8% | 0.076% | |
5/3/2024 | Rehmann Capital Advisory Group | 22,123 | $602K | 0.0% | +56.1% | 0.033% | |
5/2/2024 | Elevate Wealth Advisory Inc. | 16,458 | $447K | 0.4% | -16.2% | 0.025% | |
5/1/2024 | Cherry Tree Wealth Management LLC | 12,537 | $341K | 0.1% | -7.6% | 0.019% | |
5/1/2024 | Janney Montgomery Scott LLC | 20,993 | $571K | 0.0% | -9.7% | 0.031% | |
5/1/2024 | Blue Trust Inc. | 33,270 | $905K | 0.0% | +14.5% | 0.050% | |
5/1/2024 | Matisse Capital | 44,100 | $1.20M | 0.6% | +37.0% | 0.066% | |
5/1/2024 | Sequoia Financial Advisors LLC | 126,893 | $3.45M | 0.0% | +3.8% | 0.190% | |
5/1/2024 | DecisionPoint Financial LLC | 1,775 | $48K | 0.0% | +112.6% | 0.003% | |
4/30/2024 | Hartline Investment Corp | 7,638 | $208K | 0.0% | N/A | 0.011% | |
4/30/2024 | RF&L Wealth Management LLC | 16,150 | $439K | 0.3% | +13.7% | 0.024% | |
4/30/2024 | Private Wealth Management Group LLC | 447,220 | $12.16M | 5.5% | +13.3% | 0.670% | |
4/30/2024 | Hutchens & Kramer Investment Management Group LLC | 10,767 | $292K | 0.2% | -11.8% | 0.016% | |
4/29/2024 | Commonwealth Equity Services LLC | 118,765 | $3.23M | 0.0% | +13.3% | 0.178% | |
4/29/2024 | PBMares Wealth Management LLC | 94,455 | $2.57M | 0.7% | +28.2% | 0.142% | |
4/27/2024 | Glass Jacobson Investment Advisors llc | 72,568 | $1.97M | 0.7% | +7.7% | 0.109% | |
4/27/2024 | Capital Performance Advisors LLP | 9,691 | $263K | 0.1% | N/A | 0.015% | |
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4/27/2024 | Austin Asset Management Co Inc | 13,903 | $378K | 0.1% | N/A | 0.021% | |
4/26/2024 | RCS Financial Planning LLC | 84,437 | $2.30M | 1.4% | -13.3% | 0.127% | |
4/26/2024 | Quantum Financial Advisors LLC | 384,061 | $10.44M | 1.8% | +167.2% | 0.576% | |
4/26/2024 | Chicago Partners Investment Group LLC | 198,577 | $5.35M | 0.2% | +3.9% | 0.298% | |
4/26/2024 | Claris Advisors LLC MO | 142,424 | $3.87M | 2.0% | +1.9% | 0.214% | |
4/25/2024 | Financial Architects LLC | 236,045 | $6.42M | 4.4% | +14.0% | 0.354% | |
4/25/2024 | Keb Asset Management LLC | 328,157 | $8.92M | 3.0% | +6.2% | 0.492% | |
4/24/2024 | Krilogy Financial LLC | 254,667 | $6.92M | 0.5% | +1.3% | 0.382% | |
4/24/2024 | Oceanside Advisors LLC | 29,878 | $812K | 0.7% | +1.4% | 0.045% | |
4/24/2024 | Spire Wealth Management | 93,635 | $2.55M | 0.1% | +9.3% | 0.140% | |
4/23/2024 | Canvas Wealth Advisors LLC | 10,085 | $265K | 0.1% | N/A | 0.015% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 112,528 | $3.06M | 0.0% | +30.3% | 0.169% | |
4/22/2024 | Pacific Sage Partners LLC | 238,207 | $6.48M | 1.7% | +4.3% | 0.357% | |
4/22/2024 | Physician Wealth Solutions Inc. | 177,896 | $4.84M | 4.1% | +42.1% | 0.267% | |
4/20/2024 | BetterWealth LLC | 189,563 | $5.15M | 1.7% | +2.3% | 0.284% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 359,119 | $9.76M | 0.2% | +1.1% | 0.538% | |
4/19/2024 | Retirement Guys Formula LLC | 38,464 | $1.05M | 0.5% | -2.6% | 0.058% | |
4/19/2024 | AWM Capital LLC | 7,517 | $204K | 0.0% | N/A | 0.011% | |
4/19/2024 | Altiora Financial Group LLC | 9,825 | $267K | 0.1% | N/A | 0.015% | |
4/18/2024 | Morris Financial Concepts Inc. | 38,724 | $1.05M | 0.5% | +209.4% | 0.078% | |
4/18/2024 | Aviance Capital Partners LLC | 72,669 | $1.98M | 0.3% | +1.7% | 0.146% | |
4/18/2024 | Seaside Wealth Management Inc. | 304,855 | $8.29M | 3.5% | +2.1% | 0.613% | |
4/17/2024 | Gradient Capital Advisors LLC | 73,005 | $1.99M | 0.7% | +2.6% | 0.147% | |
4/17/2024 | Annapolis Financial Services LLC | 3,654 | $99K | 0.0% | -92.0% | 0.007% | |
4/17/2024 | Family CFO Inc | 6,297 | $171K | 0.1% | +30.7% | 0.013% | |
4/17/2024 | Baker Ellis Asset Management LLC | 326,373 | $8.87M | 1.3% | +2.7% | 0.657% | |
4/17/2024 | Meritas Wealth Management LLC | 155,535 | $4.23M | 2.9% | +25.1% | 0.313% | |
4/16/2024 | Moisand Fitzgerald Tamayo LLC | 43,038 | $1.17M | 0.2% | -0.9% | 0.087% | |
4/16/2024 | Firethorn Wealth Partners LLC | 23,369 | $635K | 0.4% | +49.9% | 0.047% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 648,697 | $17.64M | 0.0% | +5.4% | 1.305% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 15,000 | $408K | 0.0% | +4.7% | 0.030% | |
4/15/2024 | Disciplined Investments LLC | 16,135 | $439K | 0.2% | -11.5% | 0.032% | |
4/15/2024 | Henrickson Nauta Wealth Advisors Inc. | 182,224 | $4.95M | 2.2% | +19.9% | 0.367% | |
4/15/2024 | Schoolcraft Capital LLC | 197,320 | $5.37M | 1.3% | +5.3% | 0.397% | |
4/13/2024 | Evanson Asset Management LLC | 845,459 | $22.99M | 1.8% | +11.4% | 1.701% | |
4/12/2024 | Harbor Investment Advisory LLC | 18,053 | $491K | 0.0% | +7.8% | 0.036% | |
4/11/2024 | Maryland Capital Advisors Inc. | 52,148 | $1.42M | 0.9% | +4.6% | 0.105% | |
4/11/2024 | Liberty Capital Management Inc. | 23,495 | $639K | 0.2% | -14.4% | 0.047% | |
4/10/2024 | Park Avenue Securities LLC | 89,349 | $2.43M | 0.0% | +38.2% | 0.180% | |
4/10/2024 | Abacus Wealth Partners LLC | 713,219 | $19.39M | 3.3% | +10.2% | 1.435% | |
4/10/2024 | Shotwell Rutter Baer Inc | 220,279 | $6.05M | 12.3% | +0.8% | 0.443% | |
4/9/2024 | Collective Family Office LLC | 145,137 | $3.95M | 1.3% | -5.0% | 0.292% | |
4/9/2024 | Mather Group LLC. | 1,722 | $44K | 0.0% | N/A | 0.003% | |
4/8/2024 | Emprise Bank | 38,155 | $1.04M | 0.7% | N/A | 0.077% | |
4/5/2024 | Lam Group Inc. | 174,520 | $4.75M | 3.9% | +9.1% | 0.351% | |
4/4/2024 | Shearwater Capital LLC | 17,909 | $487K | 0.4% | +17.9% | 0.036% | |
4/3/2024 | Efficient Frontier Advisors LLC | 20,869 | $565K | 0.4% | N/A | 0.042% | |
4/3/2024 | Versant Capital Management Inc | 4,214 | $115K | 0.0% | +12.3% | 0.008% | |
4/2/2024 | Peirce Capital Management LLC | 37,554 | $1.02M | 0.6% | -1.7% | 0.076% | |
3/14/2024 | Yeomans Consulting Group Inc. | 129,374 | $3.34M | 1.7% | N/A | 0.260% | |
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3/1/2024 | ARK & TLK Investments LLC | 13,473 | $347K | 0.1% | N/A | 0.027% | |
2/28/2024 | Abel Hall LLC | 122,431 | $3.16M | 2.7% | N/A | 0.246% | |
2/27/2024 | Beaird Harris Wealth Management LLC | 2,030 | $52K | 0.0% | N/A | 0.004% | |
2/23/2024 | Chicago Partners Investment Group LLC | 191,185 | $4.82M | 0.2% | +9.9% | 0.385% | |
2/15/2024 | Buckingham Strategic Partners LLC | 621,291 | $16.02M | 0.8% | +0.7% | 1.250% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 2,109,574 | $54.40M | 0.6% | +44.5% | 4.245% | |
2/14/2024 | Northwest Wealth Management LLC | 88,813 | $2.29M | 0.7% | +48.0% | 0.179% | |
2/14/2024 | Elevate Wealth Advisory Inc. | 19,639 | $506K | 0.5% | N/A | 0.040% | |
2/14/2024 | Keyes Stange & Wooten Wealth Management LLC | 262,114 | $6.76M | 7.2% | N/A | 0.527% | |
2/13/2024 | Angeles Wealth Management LLC | 7,175 | $185K | 0.0% | N/A | 0.014% | |