4/26/2024 | Chicago Partners Investment Group LLC | 462,357 | $13.65M | 0.6% | +9.0% | 0.242% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 16,224 | $490K | 0.0% | N/A | 0.008% | |
4/26/2024 | LifePro Asset Management | 8,639 | $261K | 0.2% | N/A | 0.005% | |
4/26/2024 | Heritage Wealth Management Inc. Texas | 276,274 | $8.35M | 5.4% | +3.0% | 0.145% | |
4/26/2024 | Robinson Smith Wealth Advisors LLC | 69,362 | $2.10M | 2.0% | +5.9% | 0.036% | |
4/26/2024 | Claris Advisors LLC MO | 54,061 | $1.63M | 0.8% | +14.7% | 0.028% | |
|
4/25/2024 | Allworth Financial LP | 592,041 | $17.89M | 0.1% | -2.0% | 0.310% | |
4/25/2024 | Mendota Financial Group LLC | 381,187 | $11.52M | 6.7% | +377.9% | 0.199% | |
4/25/2024 | Capital Investment Advisory Services LLC | 109,267 | $3.30M | 0.4% | +1.6% | 0.057% | |
4/25/2024 | Valeo Financial Advisors LLC | 16,873 | $497K | 0.0% | +99.8% | 0.009% | |
4/25/2024 | Keb Asset Management LLC | 59,325 | $1.79M | 0.6% | +4.2% | 0.031% | |
4/24/2024 | Zhang Financial LLC | 1,409,253 | $42.59M | 3.2% | +9.4% | 0.737% | |
4/24/2024 | 1900 Wealth Management LLC | 380,581 | $11.50M | 1.0% | -50.1% | 0.199% | |
4/24/2024 | Oceanside Advisors LLC | 118,453 | $3.58M | 3.0% | +2.8% | 0.062% | |
4/24/2024 | Premier Path Wealth Partners LLC | 152,286 | $4.61M | 0.9% | +26.6% | 0.080% | |
4/24/2024 | Acorn Creek Capital LLC | 13,173 | $398K | 0.3% | +12.1% | 0.007% | |
4/24/2024 | Greenspring Advisors LLC | 25,053 | $757K | 0.2% | +211.5% | 0.013% | |
4/24/2024 | SOL Capital Management CO | 141,330 | $4.27M | 0.5% | -1.0% | 0.074% | |
4/24/2024 | Simplicity Wealth LLC | 7,501 | $227K | 0.0% | N/A | 0.004% | |
4/24/2024 | Spire Wealth Management | 45,197 | $1.37M | 0.1% | +3.2% | 0.024% | |
4/24/2024 | Midwest Heritage Bank FSB | 303,324 | $9.17M | 4.8% | +80.2% | 0.159% | |
4/23/2024 | Global Retirement Partners LLC | 2,533 | $77K | 0.0% | N/A | 0.001% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 437,359 | $13.22M | 0.0% | -40.2% | 0.229% | |
4/23/2024 | Sutton Place Investors LLC | 157,371 | $4.76M | 2.4% | +14.1% | 0.082% | |
4/22/2024 | Forza Wealth Management LLC | 187,670 | $5.67M | 2.9% | +9.8% | 0.098% | |
4/22/2024 | Arista Wealth Management LLC | 395,260 | $11.95M | 9.1% | -62.7% | 0.207% | |
4/22/2024 | Bay Harbor Wealth Management LLC | 116,179 | $3.51M | 1.3% | +9.0% | 0.061% | |
4/22/2024 | Drive Wealth Management LLC | 149,383 | $4.51M | 1.3% | +9.7% | 0.078% | |
4/22/2024 | Sollinda Capital Management LLC | 86,236 | $2.61M | 0.8% | +0.5% | 0.045% | |
4/22/2024 | Raymond James & Associates | 294,370 | $8.90M | 0.0% | +1.8% | 0.154% | |
4/22/2024 | Edge Financial Advisors LLC | 33,658 | $1.02M | 0.9% | N/A | 0.018% | |
4/20/2024 | BetterWealth LLC | 6,702 | $203K | 0.1% | N/A | 0.004% | |
4/19/2024 | Marshall Financial Group LLC | 46,666 | $1.41M | 0.4% | -19.5% | 0.024% | |
4/19/2024 | Fort Henry Capital LLC | 210,352 | $6.36M | 4.7% | +4.5% | 0.110% | |
4/19/2024 | Retirement Guys Formula LLC | 70,467 | $2.13M | 1.0% | -4.3% | 0.037% | |
4/19/2024 | Spinnaker Investment Group LLC | 1,211,796 | $36.62M | 10.3% | +3.6% | 0.634% | |
4/19/2024 | True Link Financial Advisors LLC | 127,615 | $3.86M | 0.4% | -0.9% | 0.067% | |
4/19/2024 | TCP Asset Management LLC | 490,202 | $14.81M | 3.9% | +26.0% | 0.257% | |
4/19/2024 | AWM Capital LLC | 583,803 | $17.64M | 2.9% | -4.1% | 0.305% | |
4/18/2024 | Total Wealth Planning LLC | 46,242 | $1.40M | 0.2% | -4.5% | 0.024% | |
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4/18/2024 | Integrity Wealth Solutions LLC | 31,621 | $956K | 0.6% | +3.0% | 0.017% | |
4/18/2024 | Shira Ridge Wealth Management | 231,144 | $6.99M | 4.0% | -2.0% | 0.121% | |
4/18/2024 | Narus Financial Partners LLC | 14,719 | $445K | 0.2% | +10.5% | 0.010% | |
4/18/2024 | tru Independence LLC | 398,778 | $12.05M | 3.5% | -17.6% | 0.280% | |
4/18/2024 | Morris Financial Concepts Inc. | 3,414 | $103K | 0.1% | -10.3% | 0.002% | |
4/18/2024 | Chico Wealth RIA | 846,656 | $25.59M | 24.2% | +4.9% | 0.594% | |
4/17/2024 | D.B. Root & Company LLC | 199,249 | $6.02M | 2.0% | -3.2% | 0.140% | |
4/17/2024 | Annapolis Financial Services LLC | 61,019 | $1.84M | 0.6% | -80.1% | 0.043% | |
4/17/2024 | Physician Wealth Advisors Inc. | 620,074 | $17.96M | 3.8% | +3.2% | 0.435% | |
4/17/2024 | Founders Financial Securities LLC | 21,995 | $665K | 0.1% | N/A | 0.015% | |
4/17/2024 | Private Ocean LLC | 1,502,137 | $45.40M | 4.8% | +15.5% | 1.053% | |
4/17/2024 | Meritas Wealth Management LLC | 44,926 | $1.36M | 0.9% | -11.3% | 0.032% | |
4/16/2024 | Moisand Fitzgerald Tamayo LLC | 3,333,486 | $100.74M | 15.4% | +3.8% | 2.338% | |
4/16/2024 | Dixon Fnancial Services Inc. | 7,140 | $216K | 0.1% | N/A | 0.005% | |
4/16/2024 | Firethorn Wealth Partners LLC | 18,360 | $555K | 0.3% | -19.4% | 0.013% | |
4/16/2024 | Bridge Advisory LLC | 73,052 | $2.21M | 1.1% | -4.5% | 0.051% | |
4/16/2024 | 180 Wealth Advisors LLC | 105,406 | $3.19M | 0.6% | +34.2% | 0.074% | |
4/16/2024 | Hurlow Wealth Management Group Inc. | 234,342 | $7.08M | 2.5% | +0.9% | 0.164% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 1,327,539 | $40.12M | 0.1% | +33.3% | 0.931% | |
4/16/2024 | First National Bank Sioux Falls | 10,409 | $315K | 0.2% | -32.1% | 0.007% | |
4/16/2024 | ERn Financial LLC | 174,428 | $5.27M | 0.9% | +1.6% | 0.122% | |
4/15/2024 | Exeter Financial LLC | 62,860 | $1.88M | 0.9% | +2.6% | 0.044% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 11,872 | $359K | 0.0% | +8.1% | 0.008% | |
4/15/2024 | Cascade Wealth Advisors Inc | 45,369 | $1.33M | 1.1% | N/A | 0.032% | |
4/15/2024 | Atlas Capital Advisors LLC | 946 | $29K | 0.0% | -82.3% | 0.001% | |
4/13/2024 | Evanson Asset Management LLC | 465,271 | $14.06M | 1.1% | +8.9% | 0.326% | |
4/13/2024 | Quad Cities Investment Group LLC | 112,531 | $3.40M | 2.0% | +6.2% | 0.079% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 364,792 | $11.02M | 0.4% | +6.5% | 0.256% | |
4/12/2024 | Fermata Advisors LLC | 152,066 | $4.60M | 1.0% | +4.6% | 0.107% | |
4/12/2024 | CGN Advisors LLC | 74,442 | $2.25M | 0.3% | +10.1% | 0.052% | |
4/12/2024 | Financial Synergies Wealth Advisors Inc. | 19,193 | $580K | 0.1% | -7.1% | 0.013% | |
4/12/2024 | AdvisorNet Financial Inc | 119,906 | $3.62M | 0.3% | -27.2% | 0.084% | |
4/11/2024 | Market Street Wealth Management Advisors LLC | 150,047 | $4.53M | 0.8% | +10.3% | 0.105% | |
4/11/2024 | Security Financial Services INC. | 222,799 | $6.73M | 1.5% | +4.1% | 0.156% | |
4/11/2024 | Signature Resources Capital Management LLC | 103,313 | $2.96M | 2.7% | -5.1% | 0.072% | |
4/11/2024 | Catalyst Private Wealth LLC | 121,472 | $3.67M | 1.9% | +34.6% | 0.085% | |
4/11/2024 | Salem Investment Counselors Inc. | 10,594 | $320K | 0.0% | +11.2% | 0.007% | |
4/11/2024 | City State Bank | 36,303 | $1.10M | 0.5% | +19.7% | 0.025% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 28,490 | $861K | 0.4% | +12.0% | 0.020% | |
4/11/2024 | &PARTNERS | 65,764 | $1.99M | 0.3% | N/A | 0.046% | |
4/11/2024 | Pioneer Wealth Management Group | 805,188 | $24.33M | 13.9% | +16.1% | 0.565% | |
4/11/2024 | Maryland Capital Advisors Inc. | 129,353 | $3.91M | 2.4% | +0.7% | 0.091% | |
4/11/2024 | RFG Advisory LLC | 166,858 | $5.04M | 0.2% | -1.2% | 0.117% | |
4/11/2024 | Soundmark Wealth Management LLC | 16,030 | $484K | 0.2% | -4.9% | 0.011% | |
4/11/2024 | Walden Wealth Partners LLC | 131,590 | $3.93M | 2.3% | +6.3% | 0.092% | |
4/10/2024 | Sterling Financial Group Inc. | 430,633 | $13.01M | 6.2% | +6.0% | 0.302% | |
4/10/2024 | CVA Family Office LLC | 225,630 | $6.82M | 1.2% | -3.9% | 0.158% | |
4/10/2024 | VanderPol Investments L.L.C. | 18,451 | $558K | 1.6% | -3.9% | 0.013% | |
4/10/2024 | Apella Capital LLC | 199,651 | $6.02M | 0.3% | -10.3% | 0.140% | |
4/10/2024 | Bromfield Sneider Wealth Advisors | 21,817 | $659K | 0.4% | +19.4% | 0.015% | |
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4/10/2024 | Compass Financial Group INC SD | 12,372 | $374K | 0.1% | +13.5% | 0.009% | |
4/10/2024 | BKA Wealth Consulting Inc. | 26,173 | $791K | 1.0% | +167.3% | 0.018% | |
4/9/2024 | Collective Family Office LLC | 19,711 | $596K | 0.2% | -2.2% | 0.014% | |
4/9/2024 | Mather Group LLC. | 994,980 | $28.50M | 0.4% | -0.2% | 0.698% | |
4/8/2024 | Emprise Bank | 16,467 | $498K | 0.3% | N/A | 0.012% | |
4/8/2024 | RVW Wealth LLC | 1,639,540 | $49.55M | 5.1% | +4.7% | 1.150% | |
4/5/2024 | Lam Group Inc. | 21,255 | $642K | 0.5% | +20.0% | 0.015% | |
4/3/2024 | Versant Capital Management Inc | 82,351 | $2.49M | 0.7% | -2.1% | 0.058% | |
4/2/2024 | Stonehearth Capital Management LLC | 574,897 | $17.37M | 7.9% | +4.2% | 0.403% | |
3/15/2024 | VanderPol Investments L.L.C. | 19,208 | $550K | 1.9% | N/A | 0.013% | |