4/23/2024 | Wheelhouse Advisory Group LLC | 97,198 | $5.09M | 4.0% | +9.6% | 0.493% | |
4/19/2024 | Level Financial Advisors | 24,940 | $1.31M | 0.6% | +59.0% | 0.127% | |
4/19/2024 | PCG Wealth Advisors LLC | 12,808 | $671K | 0.3% | +10.7% | 0.065% | |
4/18/2024 | CAP Partners LLC | 75,276 | $3.94M | 3.5% | +1.9% | 0.382% | |
4/18/2024 | Claro Advisors LLC | 14,336 | $751K | 0.1% | +1.6% | 0.073% | |
4/17/2024 | CRA Financial Services LLC | 12,332 | $646K | 0.1% | +10.8% | 0.063% | |
|
4/16/2024 | Moisand Fitzgerald Tamayo LLC | 27,983 | $1.47M | 0.2% | -2.9% | 0.142% | |
4/16/2024 | Dixon Fnancial Services Inc. | 22,286 | $1.17M | 0.6% | N/A | 0.239% | |
4/16/2024 | Atlantic Union Bankshares Corp | 453,674 | $23.75M | 2.0% | +164.6% | 4.863% | |
4/15/2024 | West Paces Advisors Inc. | 3,000 | $157K | 0.0% | N/A | 0.032% | |
4/13/2024 | Evanson Asset Management LLC | 7,855 | $411K | 0.0% | N/A | 0.084% | |
4/10/2024 | LexAurum Advisors LLC | 23,194 | $1.21M | 0.3% | +5.9% | 0.249% | |
4/10/2024 | Park Avenue Securities LLC | 93,073 | $4.87M | 0.1% | +13.1% | 0.998% | |
2/29/2024 | Tortoise Investment Management LLC | 11,176 | $571K | 0.1% | +5.2% | 0.120% | |
2/27/2024 | Beaird Harris Wealth Management LLC | 141,367 | $7.22M | 0.8% | -0.3% | 1.515% | |
2/23/2024 | Chicago Partners Investment Group LLC | 31,833 | $1.57M | 0.1% | +105.0% | 0.341% | |
2/13/2024 | Envestnet Asset Management Inc. | 6,864,106 | $350.48M | 0.1% | +6.7% | 73.570% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 26,269 | $1.34M | 0.6% | N/A | 0.282% | |
2/12/2024 | CAP Partners LLC | 73,903 | $3.77M | 3.7% | N/A | 0.792% | |
2/12/2024 | Parallel Advisors LLC | 3,416 | $174K | 0.0% | +184.7% | 0.037% | |
2/9/2024 | EverSource Wealth Advisors LLC | 12,266 | $626K | 0.1% | +3.4% | 0.131% | |
2/9/2024 | Corient Private Wealth LLC | 167,259 | $8.54M | 0.0% | +16.9% | 1.793% | |
2/8/2024 | Tortoise Investment Management LLC | 13,461 | $651K | 0.1% | +26.7% | 0.144% | |
2/8/2024 | Beacon Pointe Advisors LLC | 21,346 | $1.09M | 0.0% | +40.0% | 0.229% | |
2/8/2024 | Foundations Investment Advisors LLC | 115,627 | $5.69M | 0.2% | +5.5% | 1.239% | |
2/6/2024 | Aveo Capital Partners LLC | 146,044 | $7.46M | 0.9% | +38.2% | 1.565% | |
2/1/2024 | Annapolis Financial Services LLC | 12,848 | $656K | 0.2% | +242.1% | 0.138% | |
2/1/2024 | CRA Financial Services LLC | 11,126 | $568K | 0.1% | +22.5% | 0.119% | |
1/31/2024 | Wheelhouse Advisory Group LLC | 88,700 | $4.53M | 4.1% | N/A | 0.951% | |
1/31/2024 | Arista Wealth Management LLC | 4,306 | $220K | 0.1% | N/A | 0.046% | |
1/30/2024 | B&D White Capital Company LLC | 89,114 | $4.55M | 1.4% | N/A | 0.955% | |
1/30/2024 | PCG Wealth Advisors LLC | 11,574 | $591K | 0.3% | -5.9% | 0.124% | |
1/29/2024 | Aire Advisors LLC | 31,188 | $1.59M | 0.4% | +217.9% | 0.334% | |
1/29/2024 | AlphaQ Advisors LLC | 42,577 | $2.17M | 1.5% | N/A | 0.456% | |
1/23/2024 | FAS Wealth Partners Inc. | 222,572 | $11.37M | 1.1% | +2.6% | 2.386% | |
1/23/2024 | Level Financial Advisors Inc. | 15,690 | $801K | 0.4% | +42.1% | 0.168% | |
1/22/2024 | Waypoint Capital Advisors LLC | 189,598 | $9.68M | 2.8% | -7.1% | 2.032% | |
1/22/2024 | Claro Advisors LLC | 14,114 | $721K | 0.2% | N/A | 0.151% | |
1/19/2024 | Atlantic Union Bankshares Corp | 171,477 | $8.76M | 0.8% | N/A | 1.838% | |
1/18/2024 | Caprock Group LLC | 8,509 | $434K | 0.0% | -3.1% | 0.091% | |
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1/18/2024 | Day & Ennis LLC | 16,058 | $820K | 0.3% | N/A | 0.172% | |
1/18/2024 | Elwood & Goetz Wealth Advisory Group LLC | 442,179 | $22.58M | 4.8% | +3.8% | 4.739% | |
1/18/2024 | Moisand Fitzgerald Tamayo LLC | 28,826 | $1.47M | 0.3% | +43.6% | 0.309% | |
1/17/2024 | Canvas Wealth Advisors LLC | 18,578 | $908K | 0.3% | +108.9% | 0.199% | |
1/17/2024 | Cypress Point Wealth Management LLC | 28,338 | $1.45M | 1.1% | +43.0% | 0.304% | |
1/11/2024 | LexAurum Advisors LLC | 21,898 | $1.12M | 0.3% | +4.3% | 0.235% | |
11/30/2023 | American Century Companies Inc. | 253,981 | $11.24M | 0.0% | +24.7% | 2.722% | |
11/16/2023 | Beaird Harris Wealth Management LLC | 141,803 | $6.28M | 0.8% | -0.5% | 1.520% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 6,255,823 | $276.95M | 1.1% | +69.2% | 67.051% | |
11/13/2023 | Mariner LLC | 26,801 | $1.19M | 0.0% | +1.8% | 0.287% | |
11/13/2023 | Envestnet Asset Management Inc. | 6,434,685 | $284.86M | 0.1% | +68.2% | 68.968% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 120,390 | $5.33M | 0.0% | +5.4% | 1.290% | |
11/6/2023 | Aveo Capital Partners LLC | 105,679 | $4.68M | 0.6% | -0.5% | 1.133% | |
11/4/2023 | EverSource Wealth Advisors LLC | 11,867 | $525K | 0.1% | +5.3% | 0.127% | |
11/2/2023 | ML & R Wealth Management LLC | 34,985 | $1.55M | 0.4% | +2.0% | 0.375% | |
11/1/2023 | Websterrogers Financial Advisors LLC | 105,092 | $4.65M | 2.0% | -12.2% | 1.126% | |
10/31/2023 | Cypress Point Wealth Management LLC | 19,817 | $877K | 0.8% | +280.4% | 0.212% | |
10/26/2023 | Park Avenue Securities LLC | 74,863 | $3.31M | 0.1% | +29.6% | 0.802% | |
10/26/2023 | Chicago Partners Investment Group LLC | 15,532 | $646K | 0.0% | +52.3% | 0.166% | |
10/25/2023 | Waypoint Capital Advisors LLC | 204,196 | $9.04M | 3.0% | +14.6% | 2.189% | |
10/24/2023 | Canvas Wealth Advisors LLC | 8,895 | $373K | 0.1% | +14.9% | 0.095% | |
10/23/2023 | FAS Wealth Partners Inc. | 216,959 | $9.61M | 1.0% | N/A | 2.325% | |
10/23/2023 | Commonwealth Equity Services LLC | 7,931 | $351K | 0.0% | N/A | 0.085% | |
10/23/2023 | Steward Financial Group LLC | 4,609 | $204K | 0.1% | N/A | 0.049% | |
10/20/2023 | Index Fund Advisors Inc. | 4,703 | $208K | 0.0% | N/A | 0.050% | |
10/20/2023 | Moisand Fitzgerald Tamayo LLC | 20,067 | $888K | 0.2% | -8.4% | 0.215% | |
10/18/2023 | Level Financial Advisors Inc. | 11,038 | $489K | 0.3% | +29.4% | 0.118% | |
10/16/2023 | LexAurum Advisors LLC | 20,998 | $930K | 0.3% | +4.1% | 0.225% | |
10/13/2023 | CRA Financial Services LLC | 9,081 | $402K | 0.1% | +15.5% | 0.097% | |
10/5/2023 | Foundations Investment Advisors LLC | 109,559 | $4.85M | 0.1% | +25.0% | 1.174% | |
9/12/2023 | Farther Finance Advisors LLC | 17,726 | $809K | 0.2% | +48.1% | 0.190% | |
8/8/2023 | ML & R Wealth Management LLC | 34,315 | $1.57M | 0.3% | +9.5% | 0.368% | |
8/8/2023 | Aveo Capital Partners LLC | 106,217 | $4.85M | 0.6% | N/A | 1.138% | |
8/8/2023 | Chicago Partners Investment Group LLC | 10,198 | $496K | 0.0% | +40.7% | 0.109% | |
8/7/2023 | Tortoise Investment Management LLC | 9,445 | $431K | 0.1% | +17.5% | 0.101% | |
8/4/2023 | Envestnet Asset Management Inc. | 3,826,596 | $174.61M | 0.1% | +1,441.0% | 41.014% | |
8/4/2023 | EverSource Wealth Advisors LLC | 11,274 | $514K | 0.1% | -2.8% | 0.233% | |
8/2/2023 | Aire Advisors LLC | 9,797 | $447K | 0.1% | N/A | 0.203% | |
7/28/2023 | Elwood & Goetz Wealth Advisory Group LLC | 436,336 | $19.91M | 4.5% | +9.2% | 9.034% | |
7/28/2023 | First Republic Investment Management Inc. | 114,197 | $5.21M | 0.0% | -11.4% | 2.364% | |
7/27/2023 | Ruedi Wealth Management Inc. | 2,947 | $134K | 0.1% | N/A | 0.061% | |
7/26/2023 | Beaird Harris Wealth Management LLC | 142,446 | $6.50M | 0.8% | +3.3% | 2.949% | |
7/26/2023 | Websterrogers Financial Advisors LLC | 119,681 | $5.46M | 2.4% | +9.1% | 2.478% | |
7/26/2023 | Canvas Wealth Advisors LLC | 7,740 | $374K | 0.1% | +7.7% | 0.160% | |
7/21/2023 | Creative Planning | 11,427 | $521K | 0.0% | -3.2% | 0.237% | |
7/20/2023 | Cypress Point Wealth Management LLC | 5,210 | $238K | 0.3% | N/A | 0.108% | |
7/20/2023 | PCG Wealth Advisors LLC | 11,354 | $518K | 0.3% | N/A | 0.235% | |
7/19/2023 | Foundations Investment Advisors LLC | 87,644 | $4.00M | 0.1% | +55.3% | 1.815% | |
7/18/2023 | Annapolis Financial Services LLC | 3,756 | $171K | 0.0% | +114.6% | 0.078% | |
7/14/2023 | Level Financial Advisors Inc. | 8,527 | $389K | 0.2% | +18.0% | 0.177% | |
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7/14/2023 | Park Avenue Securities LLC | 57,755 | $2.64M | 0.0% | +24.6% | 1.196% | |
7/13/2023 | Waypoint Capital Advisors LLC | 178,207 | $8.13M | 2.5% | +4.7% | 3.690% | |
7/12/2023 | Moisand Fitzgerald Tamayo LLC | 21,905 | $1M | 0.2% | -17.4% | 0.454% | |
7/11/2023 | CRA Financial Services LLC | 7,865 | $359K | 0.1% | N/A | 0.163% | |
5/12/2023 | WMS Partners LLC | 13,980 | $617K | 0.1% | -3.8% | 0.289% | |
5/12/2023 | First Republic Investment Management Inc. | 128,860 | $5.68M | 0.0% | +16.5% | 2.668% | |
5/11/2023 | EverSource Wealth Advisors LLC | 11,604 | $512K | 0.1% | N/A | 0.240% | |
5/11/2023 | FAS Wealth Partners Inc. | 211,825 | $9.34M | 1.0% | +42.7% | 4.386% | |
5/11/2023 | American Century Companies Inc. | 165,127 | $7.28M | 0.0% | +81.2% | 3.419% | |
5/11/2023 | Envestnet Asset Management Inc. | 248,319 | $10.95M | 0.0% | +43.9% | 5.141% | |