5/15/2024 | LRI Investments LLC | 1,527 | $51K | 0.0% | N/A | 0.012% | |
5/14/2024 | OLD Mission Capital LLC | 206,594 | $6.96M | 0.1% | +29.6% | 1.640% | |
5/11/2024 | Orion Capital Management LLC | 9,784 | $329K | 0.2% | +4.7% | 0.078% | |
5/10/2024 | Truepoint Inc. | 48,592 | $1.64M | 0.0% | +30.0% | 0.386% | |
5/10/2024 | Nwam LLC | 42,209 | $1.42M | 0.1% | -7.4% | 0.335% | |
5/9/2024 | Forum Financial Management LP | 261,860 | $8.82M | 0.2% | +8.5% | 2.078% | |
|
5/7/2024 | TCI Wealth Advisors Inc. | 11,138 | $375K | 0.0% | +15.8% | 0.088% | |
5/4/2024 | Financial Connections Group Inc. | 10,369 | $350K | 0.4% | +91.9% | 0.084% | |
5/4/2024 | Glassman Wealth Services | 3,985 | $134K | 0.0% | +19.2% | 0.032% | |
5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 19,272 | $649K | 0.2% | +13.5% | 0.157% | |
5/3/2024 | Rehmann Capital Advisory Group | 7,308 | $246K | 0.0% | N/A | 0.059% | |
5/1/2024 | Private Advisor Group LLC | 12,032 | $405K | 0.0% | N/A | 0.098% | |
4/30/2024 | Hartline Investment Corp | 8,186 | $276K | 0.0% | N/A | 0.067% | |
4/30/2024 | Commonwealth Equity Services LLC | 25,181 | $848K | 0.0% | +11.8% | 0.205% | |
4/29/2024 | RAM Investment Partners LLC | 54,556 | $1.84M | 0.6% | +12.9% | 0.444% | |
4/26/2024 | Quarry Hill Advisors LLC | 69,402 | $2.34M | 1.7% | +4.6% | 0.564% | |
4/26/2024 | Quantum Financial Advisors LLC | 881,224 | $29.67M | 5.2% | -0.2% | 7.164% | |
4/26/2024 | LifePro Asset Management | 10,983 | $370K | 0.2% | N/A | 0.089% | |
4/24/2024 | Waypoint Wealth Partners Inc. | 20,225 | $681K | 0.2% | +37.2% | 0.164% | |
4/23/2024 | Creative Capital Management Investments LLC | 8,513 | $287K | 0.1% | +385.1% | 0.069% | |
4/22/2024 | Trellis Wealth Advisors LLC | 41,444 | $1.40M | 0.8% | +1.6% | 0.337% | |
4/20/2024 | BetterWealth LLC | 37,767 | $1.27M | 0.4% | +7.0% | 0.307% | |
4/19/2024 | Level Financial Advisors | 11,129 | $375K | 0.2% | +2,069.4% | 0.090% | |
4/19/2024 | Northland Capital Management LLC | 49,081 | $1.65M | 1.2% | -1.1% | 0.399% | |
4/19/2024 | AWM Capital LLC | 496,190 | $16.71M | 2.8% | +52.5% | 4.034% | |
4/18/2024 | Shira Ridge Wealth Management | 24,242 | $816K | 0.5% | +2.5% | 0.332% | |
4/18/2024 | RHS Financial LLC | 7,153 | $241K | 0.1% | N/A | 0.098% | |
4/18/2024 | Francis Financial Inc. | 462,087 | $15.56M | 5.0% | +11.0% | 6.330% | |
4/18/2024 | Advisory Services & Investments LLC | 16,632 | $560K | 0.4% | N/A | 0.228% | |
4/17/2024 | Physician Wealth Advisors Inc. | 11,120 | $357K | 0.1% | N/A | 0.152% | |
4/17/2024 | Criterion Capital Advisors LLC | 1,417 | $48K | 0.0% | +127.4% | 0.019% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 114,509 | $3.86M | 0.0% | +9.2% | 1.569% | |
4/15/2024 | Revolve Wealth Partners LLC | 37,903 | $1.28M | 0.2% | +39.2% | 0.519% | |
4/12/2024 | Carlson Capital Management | 16,980 | $572K | 0.0% | -2.8% | 0.233% | |
4/12/2024 | AdvisorNet Financial Inc | 9,272 | $312K | 0.0% | -51.0% | 0.127% | |
4/10/2024 | Apella Capital LLC | 71,279 | $2.39M | 0.1% | +201.0% | 0.976% | |
4/10/2024 | Abacus Wealth Partners LLC | 434,892 | $14.64M | 2.5% | +2.3% | 5.957% | |
4/9/2024 | New Capital Management LP | 135,262 | $4.55M | 1.4% | -19.1% | 1.853% | |
3/14/2024 | Walden Wealth Partners LLC | 15,052 | $482K | 0.3% | N/A | 0.206% | |
2/14/2024 | Syverson Strege & Co | 40,491 | $1.30M | 0.5% | N/A | 0.555% | |
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2/14/2024 | True Wealth Design LLC | 2,727 | $87K | 0.0% | N/A | 0.037% | |
2/14/2024 | Elevate Wealth Advisory Inc. | 2,399 | $77K | 0.1% | N/A | 0.033% | |
2/13/2024 | Belpointe Asset Management LLC | 24,184 | $775K | 0.1% | N/A | 0.331% | |
2/12/2024 | Adero Partners LLC | 378,936 | $12.14M | 1.0% | +3.5% | 5.191% | |
2/9/2024 | AWM Capital LLC | 325,367 | $10.42M | 1.9% | -46.3% | 4.457% | |
2/9/2024 | Corient Private Wealth LLC | 132,725 | $4.25M | 0.0% | +1,044.0% | 1.818% | |
2/8/2024 | Quarry Hill Advisors LLC | 66,322 | $2.12M | 1.7% | +65.9% | 0.909% | |
2/8/2024 | MB Generational Wealth LLC | 37,290 | $1.19M | 1.1% | N/A | 0.511% | |
2/7/2024 | Forum Financial Management LP | 241,246 | $7.73M | 0.1% | +91.3% | 3.305% | |
2/7/2024 | Hutchinson Capital Management CA | 43,430 | $1.39M | 0.3% | +28.3% | 0.595% | |
2/7/2024 | Abacus Wealth Partners LLC | 425,172 | $13.62M | 2.3% | +8.8% | 5.824% | |
2/6/2024 | Orion Capital Management LLC | 9,349 | $299K | 0.2% | +3.7% | 0.128% | |
2/6/2024 | DiNuzzo Private Wealth Inc. | 29,525 | $946K | 0.1% | N/A | 0.404% | |
2/5/2024 | Savant Capital LLC | 57,365 | $1.84M | 0.0% | +70.7% | 0.786% | |
2/5/2024 | Brighton Jones LLC | 25,085 | $804K | 0.0% | +185.7% | 0.344% | |
2/5/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 16,980 | $544K | 0.2% | +16.5% | 0.233% | |
2/2/2024 | Addison Advisors LLC | 27,906 | $894K | 0.3% | +276.3% | 0.382% | |
2/2/2024 | Heritage Financial Services LLC | 122,235 | $3.92M | 0.7% | +3.3% | 1.674% | |
2/2/2024 | McClarren Financial Advisors Inc. | 3,601 | $115K | 0.1% | -19.9% | 0.049% | |
2/2/2024 | Retirement Solution Inc. | 407,159 | $13.04M | 3.9% | +2.4% | 5.578% | |
2/2/2024 | Morling Financial Advisors LLC | 7,075 | $227K | 0.2% | N/A | 0.097% | |
2/1/2024 | Parkside Financial Bank & Trust | 33,843 | $1.08M | 0.2% | N/A | 0.464% | |
1/31/2024 | Tanager Wealth Management LLP | 8,457 | $271K | 0.0% | N/A | 0.116% | |
1/29/2024 | Grand Wealth Management LLC | 17,721 | $568K | 0.3% | -4.4% | 0.243% | |
1/29/2024 | Cook Wealth Management Group LLC | 28,780 | $908K | 0.6% | N/A | 0.394% | |
1/29/2024 | Perigon Wealth Management LLC | 47,657 | $1.53M | 0.0% | N/A | 0.653% | |
1/26/2024 | Financial Connections Group Inc. | 5,402 | $173K | 0.1% | +8.6% | 0.074% | |
1/24/2024 | Northland Capital Management LLC | 49,616 | $1.59M | 1.1% | +2.4% | 0.680% | |
1/23/2024 | BetterWealth LLC | 35,309 | $1.13M | 0.4% | +4.2% | 0.484% | |
1/23/2024 | Planning Center Inc. | 191,984 | $6.15M | 1.4% | +39.8% | 2.630% | |
1/23/2024 | Private Ocean LLC | 41,155 | $1.32M | 0.1% | N/A | 0.564% | |
1/22/2024 | Five Oceans Advisors | 103,105 | $3.30M | 1.8% | +110.4% | 1.412% | |
1/19/2024 | Trellis Wealth Advisors LLC | 40,803 | $1.31M | 0.7% | -47.0% | 0.559% | |
1/19/2024 | New Capital Management LP | 167,105 | $5.35M | 1.7% | +107.8% | 2.289% | |
1/18/2024 | Francis Financial Inc. | 416,340 | $13.34M | 5.7% | +20.4% | 5.703% | |
1/18/2024 | North Ridge Wealth Advisors Inc. | 13,915 | $446K | 0.4% | -25.4% | 0.191% | |
1/16/2024 | Carlson Capital Management | 17,462 | $559K | 0.0% | +42.7% | 0.239% | |
1/12/2024 | Henrickson Nauta Wealth Advisors Inc. | 20,833 | $667K | 0.3% | +28.7% | 0.285% | |
1/12/2024 | Revolve Wealth Partners LLC | 27,236 | $872K | 0.2% | N/A | 0.373% | |
1/11/2024 | Shira Ridge Wealth Management | 23,642 | $757K | 0.5% | +10.5% | 0.324% | |
1/9/2024 | Quantum Financial Advisors LLC | 883,369 | $28.30M | 6.9% | +1.3% | 12.101% | |
1/8/2024 | RAM Investment Partners LLC | 48,341 | $1.55M | 0.5% | -1.3% | 0.662% | |
1/5/2024 | Apella Capital LLC | 23,684 | $743K | 0.0% | +138.0% | 0.324% | |
11/30/2023 | Modera Wealth Management LLC | 20,329 | $584K | 0.0% | +7.7% | 0.278% | |
11/29/2023 | Quantum Financial Advisors LLC | 871,737 | $25.03M | 7.4% | +1.5% | 11.942% | |
11/21/2023 | Carlson Capital Management | 12,237 | $351K | 0.0% | +43.2% | 0.168% | |
11/20/2023 | Willow Creek Wealth Management Inc. | 62,638 | $1.80M | 0.3% | +10.0% | 0.858% | |
11/16/2023 | Orion Capital Management LLC | 9,018 | $259K | 0.2% | N/A | 0.124% | |
11/14/2023 | Waverly Advisors LLC | 21,454 | $616K | 0.0% | -16.7% | 0.294% | |
11/13/2023 | Asset Dedication LLC | 63,823 | $1.84M | 0.2% | +30.1% | 0.874% | |
The Presidential candidate you should REALLY be worried about (Ad) The Presidential candidate you should REALLY be worried about
Most Americans are overlooking the seemingly impossible candidate that should worry you. It's not Biden… Trump… Newsom… or even Michelle. It's someone even worse. New evidence of a secret plan indicates he could soon return, and finish what he started. Get the full story right here. |
11/13/2023 | Abacus Wealth Partners LLC | 390,729 | $11.22M | 3.5% | +9.2% | 5.352% | |
11/9/2023 | Grand Wealth Management LLC | 18,530 | $532K | 0.3% | -19.9% | 0.254% | |
11/8/2023 | Pathstone Family Office LLC | 111,250 | $3.19M | 0.0% | +363.1% | 1.524% | |
11/7/2023 | AWM Capital LLC | 606,343 | $17.41M | 3.5% | +127.8% | 8.306% | |
11/7/2023 | Addison Advisors LLC | 7,416 | $213K | 0.1% | N/A | 0.102% | |
11/7/2023 | Savant Capital LLC | 33,602 | $965K | 0.0% | N/A | 0.460% | |
11/6/2023 | Financial Connections Group Inc. | 4,976 | $142K | 0.2% | +1,939.3% | 0.068% | |
11/6/2023 | Forum Financial Management LP | 126,138 | $3.62M | 0.1% | +167.0% | 1.728% | |
11/6/2023 | McClarren Financial Advisors Inc. | 4,493 | $129K | 0.1% | +68.3% | 0.062% | |
11/3/2023 | Quarry Hill Advisors LLC | 39,982 | $1.15M | 1.1% | +21.2% | 0.548% | |