5/23/2024 | Austin Wealth Management LLC | 8,031 | $562K | 0.1% | N/A | 0.159% | |
5/15/2024 | Beaird Harris Wealth Management LLC | 412 | $29K | 0.0% | +65.5% | 0.008% | |
5/14/2024 | Northwest Wealth Management LLC | 6,333 | $442K | 0.1% | +12.6% | 0.125% | |
5/13/2024 | Index Fund Advisors Inc. | 52,908 | $3.69M | 0.2% | +18.1% | 1.046% | |
5/7/2024 | WMG Financial Advisors LLC | 13,026 | $909K | 0.5% | +40.7% | 0.257% | |
4/30/2024 | Valued Wealth Advisors LLC | 532 | $37K | 0.0% | -32.3% | 0.011% | |
|
4/30/2024 | MN Wealth Advisors LLC | 12,720 | $888K | 0.5% | +5.2% | 0.255% | |
4/29/2024 | Commonwealth Equity Services LLC | 44,775 | $3.13M | 0.0% | +8.2% | 0.899% | |
4/29/2024 | Paragon Advisors LLC | 160,181 | $11.18M | 4.5% | +11.0% | 3.216% | |
4/29/2024 | Intelligent Financial Strategies | 73,861 | $5.16M | 3.2% | -27.9% | 1.483% | |
4/26/2024 | Sprinkle Financial Consultants LLC | 50,792 | $3.55M | 3.0% | +6.2% | 1.020% | |
4/24/2024 | Oceanside Advisors LLC | 11,434 | $798K | 0.7% | +4.0% | 0.230% | |
4/23/2024 | Meredith Wealth Planning | 26,238 | $1.83M | 1.0% | +39.1% | 0.527% | |
4/22/2024 | Arista Wealth Management LLC | 3,056 | $213K | 0.2% | N/A | 0.061% | |
4/18/2024 | Integrity Wealth Solutions LLC | 5,886 | $411K | 0.3% | +21.2% | 0.118% | |
4/18/2024 | Compass Ion Advisors LLC | 74,033 | $5.17M | 0.7% | +8.7% | 1.487% | |
4/17/2024 | Annapolis Financial Services LLC | 2,531 | $177K | 0.1% | -60.5% | 0.051% | |
4/17/2024 | Physician Wealth Advisors Inc. | 17,968 | $1.20M | 0.3% | +2.1% | 0.361% | |
4/13/2024 | Evanson Asset Management LLC | 19,106 | $1.33M | 0.1% | +10.2% | 0.592% | |
4/12/2024 | Fermata Advisors LLC | 17,959 | $1.25M | 0.3% | +5.9% | 0.556% | |
4/12/2024 | Nova R Wealth Inc. | 102,385 | $7.15M | 3.7% | N/A | 3.170% | |
4/10/2024 | Apella Capital LLC | 8,173 | $568K | 0.0% | +4.5% | 0.253% | |
4/5/2024 | Lam Group Inc. | 4,688 | $327K | 0.3% | +23.3% | 0.145% | |
2/14/2024 | Northwest Wealth Management LLC | 5,622 | $364K | 0.1% | +18.9% | 0.174% | |
2/14/2024 | Vantage Financial Partners Ltd. Inc. | 7,331 | $475K | 0.1% | N/A | 0.227% | |
2/12/2024 | Sprinkle Financial Consultants LLC | 47,806 | $3.10M | 3.2% | N/A | 1.480% | |
2/9/2024 | Advisory Services Network LLC | 28,172 | $1.82M | 0.0% | +1.7% | 0.872% | |
2/9/2024 | Corient Private Wealth LLC | 31,642 | $2.05M | 0.0% | N/A | 0.980% | |
2/8/2024 | Integrity Wealth Solutions LLC | 4,855 | $314K | 0.2% | N/A | 0.150% | |
2/8/2024 | WMG Financial Advisors LLC | 9,257 | $599K | 0.4% | +14.1% | 0.287% | |
2/7/2024 | Collaborative Wealth Managment Inc. | 16,286 | $1.06M | 0.6% | +8.9% | 0.504% | |
2/6/2024 | Barlow Wealth Partners Inc. | 4,472 | $290K | 0.0% | N/A | 0.138% | |
2/6/2024 | TCG Advisory Services LLC | 9,302 | $602K | 0.0% | N/A | 0.288% | |
2/6/2024 | Aveo Capital Partners LLC | 19,586 | $1.27M | 0.2% | +10.1% | 0.606% | |
2/6/2024 | Creative Capital Management Investments LLC | 4,024 | $261K | 0.2% | +51.1% | 0.125% | |
2/2/2024 | Red Lighthouse Investment Management LLC | 1,023 | $66K | 0.0% | +693.0% | 0.032% | |
2/1/2024 | SC&H Financial Advisors Inc. | 12,804 | $829K | 0.2% | +58.5% | 0.396% | |
2/1/2024 | Annapolis Financial Services LLC | 6,405 | $415K | 0.1% | +29.4% | 0.198% | |
1/30/2024 | Lam Group Inc. | 3,802 | $246K | 0.2% | +4.5% | 0.118% | |
1/25/2024 | Meredith Wealth Planning | 18,866 | $1.22M | 0.8% | +9.4% | 0.584% | |
[Webinar] Understanding Covered Calls (Ad) Discover the details of this option-selling strategy. Click here to register now. |
1/25/2024 | WESPAC Advisors SoCal LLC | 3,717 | $241K | 0.1% | N/A | 0.115% | |
1/24/2024 | Compass Ion Advisors LLC | 68,113 | $4.41M | 0.7% | +1.7% | 2.109% | |
1/23/2024 | Physician Wealth Advisors Inc. | 17,601 | $1.13M | 0.3% | -4.2% | 0.545% | |
1/22/2024 | Werba Rubin Papier Wealth Management | 11,659 | $755K | 0.3% | +2.3% | 0.361% | |
1/19/2024 | Fermata Advisors LLC | 16,951 | $1.10M | 0.3% | +22.1% | 0.525% | |
1/18/2024 | Evanson Asset Management LLC | 17,333 | $1.12M | 0.1% | +117.8% | 0.537% | |
1/18/2024 | Moisand Fitzgerald Tamayo LLC | 587 | $38K | 0.0% | +1,234.1% | 0.018% | |
1/8/2024 | Valued Wealth Advisors LLC | 786 | $51K | 0.0% | N/A | 0.024% | |
1/5/2024 | Apella Capital LLC | 7,820 | $497K | 0.0% | N/A | 0.242% | |
11/16/2023 | Orion Capital Management LLC | 1,011 | $59K | 0.0% | N/A | 0.031% | |
11/13/2023 | Hill Investment Group Partners LLC | 3,427 | $202K | 0.0% | N/A | 0.106% | |
11/13/2023 | WCG Wealth Advisors LLC | 21,180 | $1.25M | 0.1% | N/A | 0.656% | |
11/9/2023 | Collaborative Wealth Managment Inc. | 14,955 | $879K | 0.5% | +154.4% | 0.463% | |
11/7/2023 | Sax Wealth Advisors LLC | 11,543 | $679K | 0.1% | +4.1% | 0.357% | |
11/7/2023 | Fermata Advisors LLC | 13,878 | $816K | 0.2% | +16.4% | 0.430% | |
11/6/2023 | Aveo Capital Partners LLC | 17,795 | $1.05M | 0.1% | +1.1% | 0.551% | |
11/6/2023 | Paragon Advisors LLC | 172,199 | $10.13M | 4.2% | N/A | 5.331% | |
11/4/2023 | EverSource Wealth Advisors LLC | 584 | $34K | 0.0% | N/A | 0.018% | |
11/3/2023 | Compass Ion Advisors LLC | 66,997 | $3.94M | 0.7% | +26.9% | 2.074% | |
11/1/2023 | Northwest Wealth Management LLC | 4,730 | $278K | 0.1% | N/A | 0.146% | |
10/30/2023 | Intelligent Financial Strategies | 137,881 | $8.11M | 6.0% | -0.7% | 4.269% | |
10/30/2023 | Annapolis Financial Services LLC | 4,949 | $291K | 0.1% | +39.3% | 0.153% | |
10/30/2023 | SC&H Financial Advisors Inc. | 8,079 | $475K | 0.2% | +43.0% | 0.250% | |
10/25/2023 | Waypoint Capital Advisors LLC | 17,411 | $1.02M | 0.3% | -3.6% | 0.539% | |
10/25/2023 | Creative Capital Management Investments LLC | 2,664 | $157K | 0.1% | N/A | 0.082% | |
10/24/2023 | Canvas Wealth Advisors LLC | 4,297 | $245K | 0.1% | +11.4% | 0.133% | |
10/23/2023 | Waypoint Wealth Partners Inc. | 4,551 | $268K | 0.1% | N/A | 0.141% | |
10/23/2023 | Commonwealth Equity Services LLC | 38,609 | $2.27M | 0.0% | +23.5% | 1.195% | |
10/20/2023 | Index Fund Advisors Inc. | 33,850 | $1.99M | 0.1% | +19.4% | 1.048% | |
10/20/2023 | Evanson Asset Management LLC | 7,959 | $468K | 0.0% | +46.2% | 0.246% | |
10/16/2023 | Meredith Wealth Planning | 17,244 | $1.02M | 0.8% | +22.7% | 0.534% | |
10/10/2023 | Physician Wealth Advisors Inc. | 18,381 | $1.08M | 0.3% | +30.8% | 0.569% | |
8/11/2023 | V Wealth Advisors LLC | 16,576 | $995K | 0.2% | -35.8% | 0.513% | |
8/11/2023 | Sax Wealth Advisors LLC | 11,088 | $665K | 0.1% | +70.8% | 0.343% | |
8/10/2023 | Commonwealth Equity Services LLC | 31,262 | $1.88M | 0.0% | +6.4% | 0.968% | |
8/8/2023 | Aveo Capital Partners LLC | 17,606 | $1.06M | 0.1% | N/A | 0.545% | |
8/7/2023 | SC&H Financial Advisors Inc. | 5,649 | $339K | 0.1% | +55.4% | 0.175% | |
8/3/2023 | WMG Financial Advisors LLC | 6,902 | $414K | 0.3% | N/A | 0.255% | |
7/31/2023 | LPL Financial LLC | 25,215 | $1.51M | 0.0% | +355.4% | 0.930% | |
7/26/2023 | Canvas Wealth Advisors LLC | 3,856 | $239K | 0.1% | -45.2% | 0.142% | |
7/24/2023 | Fermata Advisors LLC | 11,921 | $715K | 0.6% | N/A | 0.440% | |
7/24/2023 | Werba Rubin Papier Wealth Management | 9,834 | $590K | 0.2% | -14.3% | 0.363% | |
7/21/2023 | Creative Planning | 7,751 | $465K | 0.0% | N/A | 0.286% | |
7/20/2023 | Intelligent Financial Strategies | 138,896 | $8.34M | 6.1% | -8.9% | 5.125% | |
7/18/2023 | Annapolis Financial Services LLC | 3,552 | $213K | 0.1% | +88.8% | 0.131% | |
7/14/2023 | Meredith Wealth Planning | 14,050 | $843K | 0.7% | +7.1% | 0.518% | |
7/14/2023 | Lam Group Inc. | 3,637 | $218K | 0.2% | +8.4% | 0.134% | |
7/11/2023 | Evanson Asset Management LLC | 5,443 | $327K | 0.0% | N/A | 0.201% | |
7/5/2023 | Physician Wealth Advisors Inc. | 14,057 | $847K | 0.2% | +4.2% | 0.519% | |
5/8/2023 | Brighton Jones LLC | 5,014 | $290K | 0.0% | +5.6% | 0.185% | |
[Urgent!] Generational Wealth Gameplan (Ad) A brand-new guide from the host of one of the world's largest cryptocurrency podcasts lays out an action plan that could help you retire quickly and comfortably in today's crypto market. Click here to get instant access to the guide |
5/5/2023 | Sax Wealth Advisors LLC | 6,493 | $375K | 0.1% | N/A | 0.240% | |
5/2/2023 | V Wealth Advisors LLC | 25,814 | $1.49M | 0.3% | N/A | 1.366% | |
5/2/2023 | Intelligent Financial Strategies | 152,392 | $8.81M | 6.9% | -19.8% | 8.063% | |
4/28/2023 | Ameritas Advisory Services LLC | 7,460 | $434K | 0.0% | N/A | 0.395% | |
4/28/2023 | Canvas Wealth Advisors LLC | 7,039 | $406K | 0.2% | N/A | 0.372% | |
4/26/2023 | Werba Rubin Papier Wealth Management | 11,481 | $664K | 0.3% | -5.7% | 0.607% | |
4/24/2023 | Meredith Wealth Planning | 13,117 | $758K | 0.6% | N/A | 0.694% | |
4/21/2023 | Index Fund Advisors Inc. | 21,632 | $1.25M | 0.1% | +209.6% | 1.145% | |
4/18/2023 | Compass Ion Advisors LLC | 36,341 | $2.10M | 0.5% | N/A | 1.923% | |
4/17/2023 | Annapolis Financial Services LLC | 1,881 | $109K | 0.0% | +268.8% | 0.100% | |