4/24/2024 | 1900 Wealth Management LLC | 127,850 | $3.16M | 0.3% | -47.1% | 0.084% | |
4/24/2024 | Oceanside Advisors LLC | 188,002 | $4.65M | 3.8% | +2.6% | 0.124% | |
4/24/2024 | SOL Capital Management CO | 366,249 | $9.05M | 1.1% | +0.7% | 0.242% | |
4/24/2024 | Waypoint Wealth Partners Inc. | 107,425 | $2.66M | 0.8% | -4.4% | 0.071% | |
4/24/2024 | Archford Capital Strategies LLC | 172,988 | $4.28M | 0.7% | N/A | 0.114% | |
4/24/2024 | Spire Wealth Management | 18,146 | $449K | 0.0% | +5.3% | 0.012% | |
|
4/24/2024 | Midwest Heritage Bank FSB | 173,583 | $4.29M | 2.3% | +77.5% | 0.115% | |
4/23/2024 | Creative Capital Management Investments LLC | 458,440 | $11.33M | 5.9% | +7.9% | 0.302% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 752,500 | $18.60M | 0.0% | -41.0% | 0.794% | |
4/23/2024 | Sutton Place Investors LLC | 148,059 | $3.66M | 1.8% | +26.5% | 0.156% | |
4/22/2024 | Towneley Capital Management Inc DE | 284,743 | $7.04M | 1.7% | +0.6% | 0.300% | |
4/22/2024 | Arista Wealth Management LLC | 187,847 | $4.64M | 3.5% | -61.6% | 0.198% | |
4/22/2024 | Bay Harbor Wealth Management LLC | 56,759 | $1.40M | 0.5% | +16.1% | 0.060% | |
4/22/2024 | Parsons Capital Management Inc. RI | 16,391 | $405K | 0.0% | -16.4% | 0.017% | |
4/22/2024 | Drive Wealth Management LLC | 23,856 | $590K | 0.2% | -12.8% | 0.025% | |
4/22/2024 | Sollinda Capital Management LLC | 42,478 | $1.05M | 0.3% | +13.2% | 0.045% | |
4/19/2024 | Marshall Financial Group LLC | 14,155 | $350K | 0.1% | -40.6% | 0.015% | |
4/19/2024 | Level Financial Advisors | 138,417 | $3.42M | 1.6% | -7.5% | 0.146% | |
4/19/2024 | Fort Henry Capital LLC | 142,949 | $3.53M | 2.6% | +11.5% | 0.151% | |
4/19/2024 | True Link Financial Advisors LLC | 1,431,811 | $35.39M | 3.4% | +4.0% | 1.510% | |
4/19/2024 | TCP Asset Management LLC | 346,741 | $8.57M | 2.3% | +27.9% | 0.366% | |
4/19/2024 | Yoder Wealth Management Inc. | 67,055 | $1.66M | 1.1% | +9.1% | 0.071% | |
4/19/2024 | AWM Capital LLC | 376,983 | $9.32M | 1.6% | -5.3% | 0.398% | |
4/18/2024 | Integrity Wealth Solutions LLC | 150,982 | $3.73M | 2.4% | +0.7% | 0.159% | |
4/18/2024 | tru Independence LLC | 209,419 | $5.18M | 1.5% | -19.7% | 0.221% | |
4/18/2024 | Morris Financial Concepts Inc. | 5,774 | $143K | 0.1% | +17.2% | 0.006% | |
4/18/2024 | Chico Wealth RIA | 351,820 | $8.70M | 8.2% | +6.0% | 0.371% | |
4/18/2024 | Aviance Capital Partners LLC | 64,820 | $1.60M | 0.2% | +21.1% | 0.068% | |
4/18/2024 | Pettinga Financial Advisors LLC | 111,326 | $2.75M | 0.7% | +546.7% | 0.117% | |
4/17/2024 | Gradient Capital Advisors LLC | 64,443 | $1.59M | 0.6% | -1.1% | 0.068% | |
4/17/2024 | Annapolis Financial Services LLC | 95,521 | $2.36M | 0.8% | -64.1% | 0.101% | |
4/17/2024 | Physician Wealth Advisors Inc. | 454,567 | $10.92M | 2.3% | +2.4% | 0.480% | |
4/17/2024 | Founders Financial Securities LLC | 420,146 | $10.39M | 1.1% | -26.7% | 0.443% | |
4/17/2024 | Private Ocean LLC | 2,064,259 | $51.03M | 5.4% | +14.2% | 2.177% | |
4/17/2024 | Trinity Financial Advisors LLC | 8,225 | $203K | 0.1% | N/A | 0.009% | |
4/17/2024 | Grimes & Company Inc. | 237,185 | $5.86M | 0.2% | N/A | 0.250% | |
4/16/2024 | Moisand Fitzgerald Tamayo LLC | 558,373 | $13.80M | 2.1% | +5.3% | 0.589% | |
4/16/2024 | 180 Wealth Advisors LLC | 47,143 | $1.17M | 0.2% | +31.6% | 0.050% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 1,053,779 | $26.05M | 0.1% | +56.6% | 1.112% | |
4/15/2024 | Exeter Financial LLC | 19,340 | $480K | 0.2% | +3.4% | 0.020% | |
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4/15/2024 | Disciplined Investments LLC | 150,421 | $3.72M | 2.0% | +15.4% | 0.159% | |
4/13/2024 | Evanson Asset Management LLC | 57,439 | $1.42M | 0.1% | -4.7% | 0.061% | |
4/13/2024 | Quad Cities Investment Group LLC | 54,281 | $1.34M | 0.8% | +3.4% | 0.057% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 341,325 | $8.44M | 0.3% | -4.6% | 0.360% | |
4/12/2024 | Morton Capital Management LLC CA | 38,768 | $958K | 0.3% | -10.7% | 0.041% | |
4/12/2024 | CGN Advisors LLC | 70,453 | $1.74M | 0.2% | -4.1% | 0.074% | |
4/12/2024 | Financial Synergies Wealth Advisors Inc. | 3,762 | $93K | 0.0% | +4,983.8% | 0.004% | |
4/12/2024 | AdvisorNet Financial Inc | 56,661 | $1.40M | 0.1% | -40.3% | 0.060% | |
4/12/2024 | Baker Boyer National Bank | 102,403 | $2.53M | 0.9% | +4.6% | 0.108% | |
4/12/2024 | Abacus Planning Group Inc. | 11,878 | $294K | 0.1% | N/A | 0.013% | |
4/11/2024 | Market Street Wealth Management Advisors LLC | 744,802 | $18.41M | 3.2% | +7.9% | 0.786% | |
4/11/2024 | Security Financial Services INC. | 74,785 | $1.85M | 0.4% | +5.0% | 0.079% | |
4/11/2024 | Signature Resources Capital Management LLC | 24,350 | $587K | 0.5% | -6.7% | 0.026% | |
4/11/2024 | West Financial Advisors LLC | 874,492 | $21.62M | 4.6% | +1.6% | 0.922% | |
4/11/2024 | Catalyst Private Wealth LLC | 204,851 | $5.06M | 2.7% | +35.9% | 0.216% | |
4/11/2024 | City State Bank | 65,734 | $1.63M | 0.7% | +9.6% | 0.069% | |
4/11/2024 | Pioneer Wealth Management Group | 368,000 | $9.10M | 5.2% | +13.1% | 0.388% | |
4/11/2024 | RFG Advisory LLC | 84,377 | $2.09M | 0.1% | +3.9% | 0.089% | |
4/11/2024 | Soundmark Wealth Management LLC | 38,531 | $952K | 0.4% | -2.2% | 0.041% | |
4/11/2024 | Walden Wealth Partners LLC | 39,252 | $975K | 0.6% | -3.7% | 0.041% | |
4/10/2024 | CVA Family Office LLC | 109,610 | $2.71M | 0.5% | -13.6% | 0.116% | |
4/10/2024 | VanderPol Investments L.L.C. | 21,686 | $536K | 1.5% | -3.5% | 0.023% | |
4/10/2024 | Park Avenue Securities LLC | 487,841 | $12.06M | 0.2% | +14.3% | 0.515% | |
4/10/2024 | Apella Capital LLC | 140,829 | $3.55M | 0.2% | -12.0% | 0.149% | |
4/9/2024 | Collective Family Office LLC | 337,403 | $8.34M | 2.7% | +5.8% | 0.356% | |
4/9/2024 | Foster Group Inc. | 13,876 | $343K | 0.0% | N/A | 0.015% | |
4/9/2024 | Great Waters Wealth Management | 622,222 | $15.38M | 2.5% | -8.6% | 0.656% | |
4/8/2024 | RVW Wealth LLC | 956,449 | $23.64M | 2.4% | +5.7% | 1.009% | |
4/4/2024 | Shearwater Capital LLC | 36,135 | $893K | 0.7% | -4.0% | 0.038% | |
4/3/2024 | Versant Capital Management Inc | 71,334 | $1.76M | 0.5% | -9.8% | 0.075% | |
4/2/2024 | Avondale Wealth Management | 385,851 | $9.54M | 6.7% | +5.2% | 0.407% | |
3/15/2024 | VanderPol Investments L.L.C. | 22,473 | $542K | 1.8% | N/A | 0.024% | |
3/14/2024 | Walden Wealth Partners LLC | 40,757 | $983K | 0.6% | N/A | 0.043% | |
3/1/2024 | ARK & TLK Investments LLC | 32,902 | $793K | 0.3% | N/A | 0.035% | |
2/29/2024 | Tortoise Investment Management LLC | 138,627 | $3.34M | 0.5% | -2.8% | 0.146% | |
2/28/2024 | EP Wealth Advisors LLC | 16,342 | $394K | 0.0% | +144.3% | 0.017% | |
2/28/2024 | Abel Hall LLC | 16,849 | $406K | 0.3% | N/A | 0.018% | |
2/27/2024 | Beaird Harris Wealth Management LLC | 329,917 | $7.95M | 0.8% | -1.6% | 0.348% | |
2/23/2024 | Chicago Partners Investment Group LLC | 70,802 | $1.65M | 0.1% | -29.7% | 0.075% | |
2/21/2024 | Austin Wealth Management LLC | 192,087 | $4.63M | 1.2% | +37.4% | 0.203% | |
2/20/2024 | Able Wealth Management LLC | 2,257 | $54K | 0.0% | N/A | 0.002% | |
2/15/2024 | Okabena Investment Services Inc. | 104,798 | $2.53M | 1.0% | +5.0% | 0.111% | |
2/15/2024 | Perritt Capital Management Inc. | 275,068 | $6.63M | 3.7% | +1.8% | 0.290% | |
2/15/2024 | Financial Planning & Information Services Inc. | 824,899 | $19.89M | 3.1% | +13.1% | 0.870% | |
2/15/2024 | Freedom Investment Management Inc. | 667,358 | $16.09M | 1.3% | N/A | 0.704% | |
2/15/2024 | Buckingham Strategic Partners LLC | 120,580 | $2.91M | 0.1% | -16.2% | 0.127% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 953,274 | $22.98M | 0.3% | +5.6% | 1.006% | |
2/15/2024 | C M Bidwell & Associates Ltd. | 10,252 | $247K | 0.2% | -23.4% | 0.011% | |
2/14/2024 | Syverson Strege & Co | 52,610 | $1.27M | 0.5% | +1.7% | 0.055% | |
2/14/2024 | Creative Planning | 1,759,830 | $42.43M | 0.1% | -3.0% | 1.856% | |
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2/14/2024 | Northwest Wealth Management LLC | 31,493 | $759K | 0.2% | N/A | 0.033% | |
2/14/2024 | Elevate Wealth Advisory Inc. | 15,274 | $368K | 0.3% | N/A | 0.016% | |
2/14/2024 | Keyes Stange & Wooten Wealth Management LLC | 289,808 | $6.99M | 7.4% | N/A | 0.306% | |
2/14/2024 | Sollinda Capital Management LLC | 37,526 | $905K | 0.3% | N/A | 0.040% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 46,679 | $1.13M | 1.1% | N/A | 0.049% | |
2/14/2024 | Wescott Financial Advisory Group LLC | 291,747 | $7.03M | 1.0% | +4.2% | 0.308% | |
2/14/2024 | CFS Investment Advisory Services LLC | 439,360 | $10.59M | 1.9% | -3.5% | 0.463% | |
2/13/2024 | Envestnet Asset Management Inc. | 4,333,055 | $104.47M | 0.0% | -1.1% | 4.571% | |
2/13/2024 | Exencial Wealth Advisors LLC | 325,088 | $7.84M | 0.3% | +11.8% | 0.343% | |
2/13/2024 | Vawter Financial Ltd. | 281,862 | $6.80M | 5.3% | +28.7% | 0.297% | |