4/25/2024 | Capital Investment Advisory Services LLC | 3,858 | $97K | 0.0% | +3,088.4% | 0.006% | |
4/25/2024 | Tilson Financial Group Inc. | 111,032 | $2.78M | 1.5% | +46.3% | 0.176% | |
4/25/2024 | IAG Wealth Partners LLC | 67,107 | $1.68M | 0.4% | +12.3% | 0.106% | |
4/24/2024 | Acorn Creek Capital LLC | 152,368 | $3.82M | 2.4% | +5.6% | 0.241% | |
4/24/2024 | Spire Wealth Management | 98,542 | $2.47M | 0.1% | +0.8% | 0.156% | |
4/24/2024 | First Pacific Financial | 54,672 | $1.37M | 0.4% | +354.1% | 0.087% | |
|
4/22/2024 | Corrigan Financial Inc. | 370,194 | $9.28M | 2.4% | +37.7% | 0.586% | |
4/22/2024 | Provident Wealth Management LLC | 56,997 | $1.43M | 0.5% | +4.6% | 0.090% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 390,997 | $9.80M | 0.2% | +2.0% | 0.619% | |
4/19/2024 | Level Financial Advisors | 65,753 | $1.65M | 0.7% | +134.9% | 0.104% | |
4/18/2024 | Total Wealth Planning LLC | 823,172 | $20.63M | 3.5% | +5.1% | 1.302% | |
4/18/2024 | Integrity Wealth Solutions LLC | 88,535 | $2.22M | 1.4% | +12.7% | 0.140% | |
4/18/2024 | Morris Financial Concepts Inc. | 57,410 | $1.44M | 0.7% | +84.1% | 0.189% | |
4/16/2024 | ERn Financial LLC | 51,326 | $1.29M | 0.2% | +5.6% | 0.169% | |
4/15/2024 | Signet Financial Management LLC | 30,659 | $768K | 0.1% | -2.6% | 0.101% | |
4/15/2024 | McNamara Financial Services Inc. | 53,649 | $1.34M | 0.3% | +12.9% | 0.176% | |
4/15/2024 | Disciplined Investments LLC | 126,581 | $3.17M | 1.7% | +10.2% | 0.416% | |
4/15/2024 | Schoolcraft Capital LLC | 91,862 | $2.30M | 0.5% | +20.7% | 0.302% | |
4/13/2024 | Evanson Asset Management LLC | 916,541 | $22.97M | 1.8% | +9.7% | 3.015% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 130,634 | $3.27M | 0.1% | +10.2% | 0.430% | |
4/12/2024 | AdvisorNet Financial Inc | 58,196 | $1.46M | 0.1% | -46.3% | 0.191% | |
4/12/2024 | Abacus Planning Group Inc. | 153,439 | $3.85M | 0.8% | +7.6% | 0.505% | |
4/11/2024 | Maryland Capital Advisors Inc. | 33,896 | $849K | 0.5% | +7.9% | 0.112% | |
4/11/2024 | Capital CS Group LLC | 12,367 | $310K | 0.3% | N/A | 0.041% | |
4/10/2024 | Marcum Wealth LLC | 107,993 | $2.71M | 0.3% | +12.7% | 0.355% | |
4/10/2024 | Park Avenue Securities LLC | 1,039,095 | $26.04M | 0.3% | +15.0% | 3.418% | |
4/9/2024 | Collective Family Office LLC | 150,456 | $3.77M | 1.2% | -5.2% | 0.495% | |
4/9/2024 | Mather Group LLC. | 6,198,921 | $149.83M | 2.3% | -0.4% | 20.391% | |
4/5/2024 | Lam Group Inc. | 101,935 | $2.55M | 2.1% | +20.6% | 0.335% | |
3/1/2024 | ARK & TLK Investments LLC | 10,844 | $262K | 0.1% | N/A | 0.036% | |
2/29/2024 | Tortoise Investment Management LLC | 4,797 | $116K | 0.0% | +15.8% | 0.016% | |
2/28/2024 | Abel Hall LLC | 11,873 | $287K | 0.2% | N/A | 0.039% | |
2/27/2024 | Beaird Harris Wealth Management LLC | 1,090 | $26K | 0.0% | -68.8% | 0.004% | |
2/15/2024 | Perritt Capital Management Inc. | 296,701 | $7.17M | 4.0% | +1.9% | 0.976% | |
2/14/2024 | Syverson Strege & Co | 40,440 | $977K | 0.4% | N/A | 0.133% | |
2/14/2024 | Elevate Wealth Advisory Inc. | 5,429 | $131K | 0.1% | N/A | 0.018% | |
2/14/2024 | Wescott Financial Advisory Group LLC | 281,676 | $6.81M | 1.0% | -2.7% | 0.927% | |
2/13/2024 | Trademark Financial Management LLC | 36,573 | $884K | 0.6% | N/A | 0.120% | |
2/13/2024 | Jones Financial Companies Lllp | 932,447 | $22.54M | 0.0% | +840.7% | 3.067% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 10,265 | $248K | 0.0% | -23.2% | 0.034% | |
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2/9/2024 | Orion Portfolio Solutions LLC | 207,270 | $4.95M | 0.1% | -70.7% | 0.682% | |
2/9/2024 | Tillman Hartley LLC | 294,381 | $7.12M | 2.6% | +1.1% | 0.968% | |
2/9/2024 | EverSource Wealth Advisors LLC | 16,779 | $406K | 0.0% | +297.9% | 0.055% | |
2/9/2024 | Corient Private Wealth LLC | 3,973,762 | $96.05M | 0.2% | +2.6% | 13.072% | |
2/9/2024 | Andrews Lucia Wealth Management LLC | 15,781 | $381K | 0.3% | +2.8% | 0.052% | |
2/9/2024 | Discipline Wealth Solutions LLC | 163,044 | $3.86M | 3.9% | N/A | 0.536% | |
2/8/2024 | Tortoise Investment Management LLC | 4,797 | $113K | 0.0% | +15.8% | 0.016% | |
2/8/2024 | Integrity Wealth Solutions LLC | 78,527 | $1.90M | 1.3% | N/A | 0.258% | |
2/8/2024 | Beacon Pointe Advisors LLC | 232,345 | $5.62M | 0.1% | -0.5% | 0.764% | |
2/8/2024 | Efficient Advisors LLC | 901,459 | $21.79M | 1.5% | +2.8% | 2.965% | |
2/8/2024 | MB Generational Wealth LLC | 25,309 | $612K | 0.6% | N/A | 0.083% | |
2/7/2024 | Forum Financial Management LP | 757,106 | $18.30M | 0.3% | N/A | 2.490% | |
2/7/2024 | Watershed Private Wealth LLC | 10,907 | $264K | 0.1% | N/A | 0.036% | |
2/7/2024 | Principal Securities Inc. | 14,047 | $340K | 0.0% | N/A | 0.046% | |
2/6/2024 | Cherry Tree Wealth Management LLC | 7,342 | $177K | 0.0% | +6.9% | 0.024% | |
2/6/2024 | Private Advisor Group LLC | 44,365 | $1.07M | 0.0% | +132.7% | 0.146% | |
2/6/2024 | Spire Wealth Management | 97,737 | $2.28M | 0.1% | +6.3% | 0.322% | |
2/6/2024 | TCI Wealth Advisors Inc. | 690,672 | $16.69M | 1.8% | +13.4% | 2.272% | |
2/6/2024 | DiNuzzo Private Wealth Inc. | 50,760 | $1.23M | 0.2% | N/A | 0.167% | |
2/5/2024 | Savant Capital LLC | 1,612,502 | $38.97M | 0.5% | +47.1% | 5.304% | |
2/5/2024 | Kestra Private Wealth Services LLC | 64,545 | $1.56M | 0.0% | +91.2% | 0.212% | |
2/5/2024 | Mather Group LLC. | 6,226,202 | $150.49M | 2.4% | +1.6% | 20.481% | |
2/5/2024 | Total Wealth Planning LLC | 783,192 | $18.93M | 3.4% | +14.1% | 2.576% | |
2/2/2024 | Addison Advisors LLC | 82,695 | $2.00M | 0.8% | +58.0% | 0.272% | |
2/2/2024 | IAG Wealth Partners LLC | 59,763 | $1.44M | 0.3% | +181.7% | 0.197% | |
2/2/2024 | Alesco Advisors LLC | 145,543 | $3.52M | 0.1% | +34.7% | 0.479% | |
2/1/2024 | Larson Financial Group LLC | 1,098,618 | $26.55M | 2.3% | +7.4% | 3.614% | |
2/1/2024 | CWM LLC | 1,243 | $30K | 0.0% | N/A | 0.004% | |
1/31/2024 | Tranquility Partners LLC | 12,780 | $309K | 0.1% | +6.7% | 0.042% | |
1/30/2024 | Avior Wealth Management LLC | 35,556 | $859K | 0.1% | +20.9% | 0.117% | |
1/30/2024 | Lam Group Inc. | 84,525 | $2.04M | 1.9% | -11.4% | 0.278% | |
1/30/2024 | Root Financial Partners LLC | 150,234 | $3.63M | 1.4% | +46.6% | 0.494% | |
1/29/2024 | Aire Advisors LLC | 405,910 | $9.82M | 2.4% | -14.2% | 1.335% | |
1/29/2024 | Schoolcraft Capital LLC | 76,108 | $1.84M | 0.5% | -17.5% | 0.250% | |
1/29/2024 | Morris Financial Concepts Inc. | 31,189 | $754K | 0.4% | +49.4% | 0.103% | |
1/29/2024 | Tilson Financial Group Inc. | 75,869 | $1.83M | 1.2% | +141.5% | 0.250% | |
1/29/2024 | McNamara Financial Services Inc. | 47,531 | $1.15M | 0.3% | +3.9% | 0.156% | |
1/29/2024 | Wealthspan Partners LLC | 27,279 | $659K | 0.5% | +11.1% | 0.090% | |
1/26/2024 | Cerity Partners LLC | 334,921 | $8.10M | 0.0% | +5.3% | 1.102% | |
1/26/2024 | Dopkins Wealth Management LLC | 13,147 | $318K | 0.2% | N/A | 0.043% | |
1/26/2024 | Sequoia Financial Advisors LLC | 111,541 | $2.70M | 0.0% | +17.8% | 0.367% | |
1/26/2024 | PBMares Wealth Management LLC | 32,175 | $778K | 0.2% | +211.6% | 0.106% | |
1/25/2024 | Ruedi Wealth Management Inc. | 39,278 | $949K | 0.4% | +21.1% | 0.129% | |
1/25/2024 | Phillips Financial Management LLC | 14,086 | $340K | 0.0% | +214.7% | 0.046% | |
1/24/2024 | Provident Wealth Management LLC | 54,513 | $1.32M | 0.6% | -2.5% | 0.179% | |
1/24/2024 | Tempus Wealth Planning LLC | 40,306 | $974K | 0.4% | N/A | 0.133% | |
1/23/2024 | Advisory Alpha LLC | 67,859 | $1.64M | 0.1% | -4.6% | 0.223% | |
1/23/2024 | Corrigan Financial Inc. | 268,779 | $6.50M | 2.0% | +25.4% | 0.884% | |
1/23/2024 | DAVENPORT & Co LLC | 82,589 | $2.00M | 0.0% | +32.0% | 0.272% | |
1/23/2024 | Planning Center Inc. | 413,961 | $10.01M | 2.3% | +3.0% | 1.362% | |
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1/23/2024 | Level Financial Advisors Inc. | 27,990 | $677K | 0.3% | +94.7% | 0.092% | |
1/22/2024 | Five Oceans Advisors | 13,212 | $319K | 0.2% | -33.1% | 0.043% | |
1/22/2024 | Glass Jacobson Investment Advisors llc | 64,075 | $1.55M | 0.6% | +19.5% | 0.211% | |
1/19/2024 | AdvisorNet Financial Inc | 108,470 | $2.62M | 0.2% | -7.2% | 0.357% | |
1/19/2024 | PFG Advisors | 39,749 | $961K | 0.1% | +16.7% | 0.131% | |
1/19/2024 | Quent Capital LLC | 2,799 | $68K | 0.0% | +262.6% | 0.009% | |
1/19/2024 | Abacus Planning Group Inc. | 142,560 | $3.45M | 0.7% | +16.3% | 0.469% | |
1/19/2024 | ERn Financial LLC | 48,585 | $1.13M | 0.2% | +11.1% | 0.160% | |
1/18/2024 | Blue Trust Inc. | 33,989 | $822K | 0.0% | +32.3% | 0.112% | |
1/18/2024 | Elwood & Goetz Wealth Advisory Group LLC | 21,602 | $522K | 0.1% | +6.8% | 0.071% | |