4/26/2024 | RCS Financial Planning LLC | 44,303 | $1.10M | 0.7% | -12.4% | 0.547% | |
4/25/2024 | Capital Investment Advisory Services LLC | 2,884 | $72K | 0.0% | +2,595.3% | 0.036% | |
4/23/2024 | Meredith Wealth Planning | 59,332 | $1.47M | 0.8% | +12.1% | 0.732% | |
4/23/2024 | Applied Capital LLC | 64,432 | $1.60M | 0.9% | +3.7% | 0.795% | |
4/16/2024 | Firethorn Wealth Partners LLC | 13,372 | $332K | 0.2% | +51.5% | 0.203% | |
4/13/2024 | Evanson Asset Management LLC | 30,755 | $763K | 0.1% | +35.6% | 0.466% | |
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4/12/2024 | Unison Advisors LLC | 2,554,921 | $63.41M | 6.3% | +2.9% | 38.711% | |
4/11/2024 | RFG Advisory LLC | 200,118 | $4.97M | 0.2% | +3.7% | 3.032% | |
4/11/2024 | Walden Wealth Partners LLC | 108,311 | $2.71M | 1.6% | +8.3% | 1.641% | |
4/5/2024 | Lam Group Inc. | 2,645 | $66K | 0.1% | +368.1% | 0.040% | |
4/2/2024 | Symmetry Partners LLC | 535,773 | $13.30M | 1.0% | -14.2% | 8.118% | |
3/14/2024 | Walden Wealth Partners LLC | 100,016 | $2.43M | 1.5% | N/A | 1.515% | |
3/14/2024 | Yeomans Consulting Group Inc. | 46,002 | $1.12M | 0.6% | N/A | 0.697% | |
3/6/2024 | SageView Advisory Group LLC | 53,470 | $1.25M | 0.0% | N/A | 0.810% | |
2/29/2024 | Tortoise Investment Management LLC | 31,717 | $769K | 0.1% | +3.3% | 0.481% | |
2/28/2024 | Abel Hall LLC | 48,453 | $1.18M | 1.0% | N/A | 0.734% | |
2/23/2024 | Chicago Partners Investment Group LLC | 42,772 | $1.01M | 0.0% | +29.5% | 0.648% | |
2/12/2024 | Schubert & Co | 12,849 | $312K | 0.3% | +3.6% | 0.195% | |
2/9/2024 | SageView Advisory Group LLC | 53,470 | $1.25M | 0.0% | N/A | 0.810% | |
2/8/2024 | Tortoise Investment Management LLC | 34,467 | $826K | 0.1% | +12.2% | 0.522% | |
2/8/2024 | Beacon Pointe Advisors LLC | 426,748 | $10.35M | 0.1% | +6.6% | 6.466% | |
2/8/2024 | RCS Financial Planning LLC | 50,567 | $1.23M | 0.8% | +5.6% | 0.766% | |
2/6/2024 | Lincoln National Corp | 22,418 | $544K | 0.0% | +6.4% | 0.340% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 137,197 | $3.33M | 0.2% | +25.4% | 2.079% | |
2/6/2024 | Alpha Financial Advisors LLC | 60,405 | $1.47M | 0.7% | +14.4% | 0.915% | |
2/6/2024 | DiNuzzo Private Wealth Inc. | 214,034 | $5.19M | 0.7% | N/A | 3.243% | |
2/5/2024 | Savant Capital LLC | 107,007 | $2.60M | 0.0% | N/A | 1.621% | |
2/2/2024 | Truist Financial Corp | 12,417 | $301K | 0.0% | +21.9% | 0.188% | |
2/2/2024 | Retirement Solution Inc. | 104,524 | $2.53M | 0.7% | +2.6% | 1.584% | |
1/26/2024 | Sequoia Financial Advisors LLC | 64,402 | $1.56M | 0.0% | +20.1% | 0.976% | |
1/25/2024 | Meredith Wealth Planning | 52,905 | $1.28M | 0.8% | N/A | 0.802% | |
1/25/2024 | RFG Advisory LLC | 192,989 | $4.68M | 0.2% | -26.1% | 2.924% | |
1/25/2024 | Firethorn Wealth Partners LLC | 8,829 | $214K | 0.1% | N/A | 0.134% | |
1/25/2024 | Lodestone Wealth Management LLC | 37,452 | $935K | 0.5% | +10.1% | 0.567% | |
1/23/2024 | Envision Financial Planning LLC | 9,049 | $219K | 0.2% | N/A | 0.137% | |
1/23/2024 | Applied Capital LLC | 62,157 | $1.51M | 0.8% | +1.8% | 0.942% | |
1/22/2024 | Glass Jacobson Investment Advisors llc | 18,135 | $440K | 0.2% | +74.6% | 0.275% | |
1/19/2024 | Unison Advisors LLC | 2,482,190 | $60.19M | 6.4% | +0.8% | 37.609% | |
1/18/2024 | Evanson Asset Management LLC | 22,685 | $550K | 0.0% | +28.7% | 0.344% | |
1/16/2024 | Wealthsource Partners LLC | 22,220 | $539K | 0.0% | -7.4% | 0.337% | |
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1/2/2024 | Symmetry Partners LLC | 624,170 | $15.12M | 0.8% | -9.4% | 9.457% | |
11/16/2023 | Schubert & Co | 12,408 | $281K | 0.3% | -12.2% | 0.188% | |
11/9/2023 | Fischer Investment Strategies LLC | 106,310 | $2.41M | 2.4% | -7.9% | 1.611% | |
11/9/2023 | Betterment LLC | 22,851 | $518K | 0.0% | +60.6% | 0.346% | |
11/8/2023 | HighTower Advisors LLC | 15,013 | $341K | 0.0% | +3.8% | 0.227% | |
11/8/2023 | Sequoia Financial Advisors LLC | 53,627 | $1.22M | 0.0% | +10.2% | 0.813% | |
11/7/2023 | Sax Wealth Advisors LLC | 17,643 | $400K | 0.1% | +5.2% | 0.267% | |
11/7/2023 | Glass Jacobson Investment Advisors llc | 10,384 | $235K | 0.1% | +4.8% | 0.157% | |
11/6/2023 | Vestmark Advisory Solutions Inc. | 109,367 | $2.48M | 0.2% | +35.9% | 1.657% | |
11/6/2023 | Lincoln National Corp | 21,068 | $477K | 0.0% | +58.9% | 0.319% | |
11/3/2023 | RCS Financial Planning LLC | 47,889 | $1.09M | 0.8% | +4.7% | 0.726% | |
10/26/2023 | Alpha Financial Advisors LLC | 52,812 | $1.20M | 0.8% | +5.7% | 0.800% | |
10/26/2023 | Chicago Partners Investment Group LLC | 33,033 | $731K | 0.0% | +59.2% | 0.501% | |
10/23/2023 | Commonwealth Equity Services LLC | 90,729 | $2.06M | 0.0% | +21.9% | 1.375% | |
10/20/2023 | Lodestone Wealth Management LLC | 34,021 | $793K | 0.5% | +43.7% | 0.515% | |
10/20/2023 | Evanson Asset Management LLC | 17,625 | $399K | 0.0% | +93.4% | 0.267% | |
10/16/2023 | Applied Capital LLC | 61,042 | $1.38M | 0.8% | +3.7% | 0.925% | |
10/16/2023 | RFG Advisory LLC | 261,312 | $5.92M | 0.3% | +2.5% | 3.959% | |
10/13/2023 | Retirement Solution Inc. | 101,896 | $2.31M | 0.8% | +5.6% | 1.544% | |
10/11/2023 | AE Wealth Management LLC | 102,093 | $2.31M | 0.0% | +5.7% | 1.547% | |
10/10/2023 | Symmetry Partners LLC | 689,258 | $15.61M | 0.8% | +28.7% | 10.443% | |
10/5/2023 | Unison Advisors LLC | 2,463,387 | $55.80M | 6.6% | -5.8% | 37.324% | |
9/12/2023 | Farther Finance Advisors LLC | 1,673 | $40K | 0.0% | +346.1% | 0.025% | |
8/15/2023 | Beacon Pointe Advisors LLC | 298,872 | $7.10M | 0.1% | +37.7% | 4.528% | |
8/10/2023 | Commonwealth Equity Services LLC | 74,407 | $1.77M | 0.0% | +108.6% | 1.127% | |
8/8/2023 | Sequoia Financial Advisors LLC | 48,668 | $1.16M | 0.0% | +7.6% | 0.737% | |
8/8/2023 | Chicago Partners Investment Group LLC | 20,754 | $497K | 0.0% | +51.4% | 0.314% | |
8/7/2023 | Alpha Financial Advisors LLC | 49,948 | $1.19M | 0.7% | +15.3% | 0.757% | |
8/7/2023 | Vestmark Advisory Solutions Inc. | 80,488 | $1.91M | 0.1% | +52.0% | 1.220% | |
8/7/2023 | Tortoise Investment Management LLC | 26,800 | $636K | 0.1% | +41.4% | 0.406% | |
8/7/2023 | Lincoln National Corp | 13,256 | $315K | 0.0% | +36.3% | 0.201% | |
8/4/2023 | Schubert & Co | 14,132 | $335K | 0.3% | +4.9% | 0.232% | |
8/3/2023 | Retirement Solution Inc. | 96,536 | $2.29M | 0.7% | +4.6% | 1.583% | |
8/3/2023 | RFG Advisory LLC | 254,843 | $6.05M | 0.3% | +3.4% | 4.178% | |
8/2/2023 | Bank of Montreal Can | 34,559 | $852K | 0.0% | N/A | 0.567% | |
8/1/2023 | Truist Financial Corp | 8,685 | $206K | 0.0% | N/A | 0.142% | |
7/28/2023 | Unison Advisors LLC | 2,615,130 | $62.08M | 6.9% | -3.5% | 42.871% | |
7/26/2023 | Fortress Wealth Management Inc. | 112,037 | $2.66M | 1.7% | N/A | 1.837% | |
7/26/2023 | Glass Jacobson Investment Advisors llc | 9,907 | $235K | 0.1% | N/A | 0.162% | |
7/25/2023 | Lodestone Wealth Management LLC | 23,683 | $570K | 0.4% | N/A | 0.388% | |
7/21/2023 | RCS Financial Planning LLC | 45,734 | $1.09M | 0.9% | +14.3% | 0.750% | |
7/14/2023 | Applied Capital LLC | 58,837 | $1.40M | 0.9% | +3.0% | 0.965% | |
7/11/2023 | Evanson Asset Management LLC | 9,112 | $216K | 0.0% | N/A | 0.149% | |
7/10/2023 | Disciplined Investments LLC | 1,798 | $43K | 0.0% | +87.5% | 0.029% | |
7/10/2023 | AE Wealth Management LLC | 96,607 | $2.29M | 0.0% | +4.4% | 1.584% | |
5/9/2023 | Tortoise Investment Management LLC | 18,950 | $448K | 0.1% | +18.4% | 0.387% | |
5/9/2023 | Vestmark Advisory Solutions Inc. | 52,936 | $1.25M | 0.1% | N/A | 1.080% | |
5/9/2023 | RFG Advisory LLC | 246,420 | $5.82M | 0.3% | +14.3% | 5.029% | |
5/5/2023 | Sax Wealth Advisors LLC | 16,771 | $396K | 0.1% | +10.0% | 0.342% | |
5/4/2023 | Aspire Wealth Management Corp | 1,179 | $28K | 0.0% | +397.5% | 0.024% | |
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5/3/2023 | Integrated Wealth Concepts LLC | 27,426 | $648K | 0.0% | N/A | 0.560% | |
5/2/2023 | Schubert & Co | 13,474 | $318K | 0.3% | +4.0% | 0.275% | |
5/2/2023 | Lincoln National Corp | 9,728 | $230K | 0.0% | N/A | 0.199% | |
5/2/2023 | Birchcreek Wealth Management LLC | 8,617 | $204K | 0.2% | N/A | 0.176% | |
4/27/2023 | RCS Financial Planning LLC | 40,021 | $946K | 0.8% | +5.5% | 0.817% | |
4/26/2023 | Chicago Partners Investment Group LLC | 13,707 | $318K | 0.0% | N/A | 0.280% | |
4/25/2023 | Applied Capital LLC | 57,101 | $1.35M | 0.9% | +4.6% | 1.165% | |
4/25/2023 | Sequoia Financial Advisors LLC | 45,232 | $1.07M | 0.0% | N/A | 0.923% | |
4/19/2023 | Alpha Financial Advisors LLC | 43,329 | $1.02M | 0.7% | +8.8% | 0.884% | |
4/14/2023 | AE Wealth Management LLC | 92,513 | $2.19M | 0.0% | N/A | 1.888% | |