4/26/2024 | Chicago Partners Investment Group LLC | 402,648 | $10.56M | 0.4% | +3.1% | 0.183% | |
4/26/2024 | Claris Advisors LLC MO | 10,797 | $289K | 0.1% | N/A | 0.005% | |
4/25/2024 | 25 LLC | 34,869 | $933K | 0.5% | -7.8% | 0.016% | |
4/25/2024 | Tilson Financial Group Inc. | 65,819 | $1.76M | 0.9% | +6.7% | 0.030% | |
4/25/2024 | North Ridge Wealth Advisors Inc. | 277,999 | $7.44M | 5.8% | +3.0% | 0.126% | |
4/25/2024 | Keb Asset Management LLC | 122,407 | $3.27M | 1.1% | +8.0% | 0.056% | |
|
4/25/2024 | Cambridge Investment Research Advisors Inc. | 122,985 | $3.29M | 0.0% | +42.8% | 0.056% | |
4/24/2024 | Krilogy Financial LLC | 590,278 | $15.79M | 1.2% | +1.5% | 0.268% | |
4/24/2024 | Oceanside Advisors LLC | 18,909 | $506K | 0.4% | +7.3% | 0.009% | |
4/24/2024 | Acorn Creek Capital LLC | 464,879 | $12.44M | 7.8% | +4.8% | 0.211% | |
4/24/2024 | Greenspring Advisors LLC | 531,804 | $14.23M | 3.6% | +22.2% | 0.242% | |
4/24/2024 | Waypoint Wealth Partners Inc. | 440,973 | $11.80M | 3.4% | +4.5% | 0.201% | |
4/24/2024 | Gemmer Asset Management LLC | 433,506 | $11.60M | 1.4% | -6.1% | 0.197% | |
4/23/2024 | Summit Trail Advisors LLC | 9,350 | $250K | 0.0% | N/A | 0.004% | |
4/23/2024 | Applied Capital LLC | 389,423 | $10.42M | 6.2% | +9.0% | 0.177% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 108,377 | $2.90M | 0.0% | +226.7% | 0.049% | |
4/22/2024 | Rockwood Wealth Management LLC | 1,281,395 | $34.28M | 4.4% | -0.2% | 0.583% | |
4/22/2024 | Physician Wealth Solutions Inc. | 224,043 | $5.99M | 5.0% | +17.2% | 0.102% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 688,892 | $18.43M | 0.5% | +5.1% | 0.313% | |
4/19/2024 | KFG Wealth Management LLC | 15,649 | $419K | 0.2% | N/A | 0.007% | |
4/19/2024 | AWM Capital LLC | 2,495,218 | $66.75M | 11.1% | +1.5% | 1.135% | |
4/19/2024 | Altiora Financial Group LLC | 67,730 | $1.81M | 0.5% | +79.5% | 0.031% | |
4/18/2024 | Capstone Capital LLC | 915,028 | $24.48M | 21.1% | +8.3% | 0.575% | |
4/18/2024 | Stordahl Capital Management Inc. | 1,278,229 | $34.19M | 8.6% | +4.5% | 0.804% | |
4/18/2024 | LifeGuide Financial Advisors LLC | 306,593 | $8.20M | 4.1% | +4.6% | 0.193% | |
4/18/2024 | Advisory Services & Investments LLC | 773,537 | $20.69M | 14.3% | +2.4% | 0.487% | |
4/18/2024 | Barry Investment Advisors LLC | 23,107 | $618K | 0.2% | +35.8% | 0.015% | |
4/17/2024 | Criterion Capital Advisors LLC | 688,375 | $18.41M | 12.3% | +7.6% | 0.433% | |
4/16/2024 | Moisand Fitzgerald Tamayo LLC | 164,619 | $4.40M | 0.7% | -3.2% | 0.104% | |
4/16/2024 | Firethorn Wealth Partners LLC | 66,699 | $1.78M | 1.1% | +49.9% | 0.042% | |
4/16/2024 | Hurlow Wealth Management Group Inc. | 109,219 | $2.92M | 1.0% | +16.5% | 0.069% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 155,106 | $4.15M | 0.0% | -0.6% | 0.098% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 86,616 | $2.32M | 0.1% | +10.6% | 0.054% | |
4/15/2024 | Visionary Horizons LLC | 7,915 | $207K | 0.2% | N/A | 0.005% | |
4/15/2024 | Henrickson Nauta Wealth Advisors Inc. | 479,987 | $12.71M | 5.6% | +14.8% | 0.302% | |
4/15/2024 | Great Oak Capital Partners LLC | 28,321 | $758K | 0.3% | +10.0% | 0.018% | |
4/13/2024 | Evanson Asset Management LLC | 649,266 | $17.37M | 1.3% | +5.7% | 0.408% | |
4/13/2024 | Quad Cities Investment Group LLC | 32,704 | $875K | 0.5% | +2.1% | 0.021% | |
4/12/2024 | AdvisorNet Financial Inc | 764,569 | $20.45M | 2.0% | +122.9% | 0.481% | |
4/11/2024 | Market Street Wealth Management Advisors LLC | 762,978 | $20.41M | 3.6% | +8.3% | 0.480% | |
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4/11/2024 | Signature Resources Capital Management LLC | 404,619 | $10.33M | 9.6% | -3.0% | 0.254% | |
4/11/2024 | RFG Advisory LLC | 51,147 | $1.37M | 0.0% | +84.6% | 0.032% | |
4/11/2024 | Soundmark Wealth Management LLC | 506,788 | $13.56M | 6.0% | +17.1% | 0.319% | |
4/10/2024 | Trust Co of the South | 249,143 | $6.67M | 1.5% | +39.6% | 0.157% | |
4/10/2024 | VanderPol Investments L.L.C. | 24,696 | $661K | 1.9% | -2.3% | 0.016% | |
4/10/2024 | Park Avenue Securities LLC | 1,416,862 | $37.90M | 0.5% | +14.2% | 0.891% | |
4/10/2024 | Apella Capital LLC | 1,135,884 | $30.46M | 1.5% | +30.7% | 0.714% | |
4/10/2024 | EWG Elevate Inc. | 18,877 | $505K | 0.2% | +2.3% | 0.012% | |
4/9/2024 | Great Waters Wealth Management | 1,661,137 | $44.44M | 7.3% | -9.1% | 1.045% | |
4/8/2024 | Evensky & Katz LLC | 5,551,996 | $148.52M | 10.5% | +1.5% | 3.492% | |
4/3/2024 | Versant Capital Management Inc | 66,854 | $1.79M | 0.5% | +54.2% | 0.042% | |
4/3/2024 | Arden Trust Co | 1,305,383 | $34.92M | 4.9% | -0.3% | 0.821% | |
4/2/2024 | Avondale Wealth Management | 2,000 | $54K | 0.0% | -66.7% | 0.001% | |
4/2/2024 | Cravens & Co Advisors LLC | 264,487 | $7.08M | 5.9% | +3.8% | 0.166% | |
4/2/2024 | Peirce Capital Management LLC | 66,768 | $1.79M | 1.0% | +67.2% | 0.042% | |
3/15/2024 | VanderPol Investments L.L.C. | 25,276 | $645K | 2.2% | N/A | 0.016% | |
3/6/2024 | SageView Advisory Group LLC | 118,722 | $3.01M | 0.1% | -1.0% | 0.075% | |
3/1/2024 | ARK & TLK Investments LLC | 834,671 | $21.31M | 6.9% | N/A | 0.525% | |
2/28/2024 | EP Wealth Advisors LLC | 11,838 | $302K | 0.0% | +127.5% | 0.007% | |
2/28/2024 | Abel Hall LLC | 332,940 | $8.50M | 7.3% | N/A | 0.209% | |
2/26/2024 | Great Oak Capital Partners LLC | 25,736 | $657K | 0.4% | N/A | 0.016% | |
2/23/2024 | Chicago Partners Investment Group LLC | 390,694 | $9.80M | 0.5% | +17.0% | 0.246% | |
2/21/2024 | Austin Wealth Management LLC | 782,184 | $19.91M | 5.4% | -4.7% | 0.492% | |
2/20/2024 | Able Wealth Management LLC | 1,119 | $29K | 0.0% | N/A | 0.001% | |
2/16/2024 | Studio Investment Management LLC | 224,445 | $5.73M | 1.5% | -4.9% | 0.141% | |
2/15/2024 | Freedom Investment Management Inc. | 881,375 | $22.50M | 1.8% | N/A | 0.554% | |
2/15/2024 | Buckingham Strategic Partners LLC | 101,596 | $2.59M | 0.1% | +32.0% | 0.064% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 831,505 | $21.23M | 0.3% | +38.3% | 0.523% | |
2/15/2024 | C M Bidwell & Associates Ltd. | 19,917 | $508K | 0.4% | +3.8% | 0.013% | |
2/14/2024 | Syverson Strege & Co | 1,855,232 | $47.36M | 18.4% | -2.0% | 1.167% | |
2/14/2024 | Pathstone Holdings LLC | 3,715,095 | $94.85M | 0.5% | N/A | 2.337% | |
2/14/2024 | True Wealth Design LLC | 1,048,193 | $26.76M | 7.5% | +11.0% | 0.659% | |
2/14/2024 | Northwest Wealth Management LLC | 86,524 | $2.21M | 0.7% | +0.8% | 0.054% | |
2/14/2024 | Elevate Wealth Advisory Inc. | 1,410 | $36K | 0.0% | N/A | 0.001% | |
2/14/2024 | Watchman Group Inc. | 395,851 | $10.11M | 3.3% | N/A | 0.249% | |
2/14/2024 | CFS Investment Advisory Services LLC | 103,713 | $2.65M | 0.5% | -3.5% | 0.065% | |
2/13/2024 | Client 1ST Advisory Group LLC | 471,052 | $12.03M | 5.8% | +45.6% | 0.296% | |
2/13/2024 | Angeles Wealth Management LLC | 32,267 | $824K | 0.1% | N/A | 0.020% | |
2/13/2024 | Envestnet Asset Management Inc. | 19,556,837 | $499.29M | 0.2% | +15.7% | 12.300% | |
2/13/2024 | Advisory Services & Investments LLC | 755,319 | $19.28M | 14.2% | +3.8% | 0.475% | |
2/13/2024 | Legacy Financial Group Inc. | 30,800 | $786K | 0.3% | N/A | 0.019% | |
2/13/2024 | Pinnacle Financial Group LLC IL | 586,582 | $14.98M | 7.7% | +10.7% | 0.369% | |
2/13/2024 | Summit Financial Strategies Inc. | 3,413,583 | $87.15M | 13.3% | +1.4% | 2.147% | |
2/13/2024 | Vannoy Advisory Group Inc. | 611,430 | $15.61M | 12.8% | N/A | 0.385% | |
2/12/2024 | American Investment Services Inc. | 329,956 | $8.42M | 1.6% | +24.1% | 0.208% | |
2/12/2024 | Sprinkle Financial Consultants LLC | 31,306 | $799K | 0.8% | N/A | 0.020% | |
2/12/2024 | Keb Asset Management LLC | 113,289 | $2.89M | 1.1% | +8.3% | 0.071% | |
2/12/2024 | WorthPointe LLC | 26,165 | $668K | 0.3% | +20.8% | 0.016% | |
2/12/2024 | RS Crum Inc. | 1,014,784 | $25.91M | 8.0% | +3.7% | 0.638% | |
2/9/2024 | Hoylecohen LLC | 26,484 | $676K | 0.1% | N/A | 0.017% | |
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2/9/2024 | Orion Portfolio Solutions LLC | 165,075 | $4.19M | 0.0% | +0.6% | 0.104% | |
2/9/2024 | SageView Advisory Group LLC | 118,722 | $3.01M | 0.1% | -1.0% | 0.075% | |
2/9/2024 | Citizens & Northern Corp | 14,515 | $371K | 0.1% | N/A | 0.009% | |
2/9/2024 | BCU Wealth Advisors LLC | 382,639 | $9.77M | 10.6% | N/A | 0.241% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 86,116 | $2.20M | 0.0% | +10.7% | 0.054% | |
2/9/2024 | Tillman Hartley LLC | 352,698 | $9.00M | 3.3% | +1.7% | 0.222% | |
2/9/2024 | Barry Investment Advisors LLC | 17,015 | $434K | 0.1% | N/A | 0.011% | |
2/9/2024 | EverSource Wealth Advisors LLC | 86,622 | $2.21M | 0.2% | +5.2% | 0.054% | |
2/9/2024 | AWM Capital LLC | 2,458,722 | $62.77M | 11.5% | +24.3% | 1.546% | |
2/9/2024 | CreativeOne Wealth LLC | 12,899 | $329K | 0.0% | N/A | 0.008% | |