3/6/2024 | SageView Advisory Group LLC | 80,239 | $1.75M | 0.1% | +0.8% | 0.248% | |
2/29/2024 | Tortoise Investment Management LLC | 11,324 | $0.26M | 0.0% | +17.3% | 0.035% | |
2/27/2024 | Beaird Harris Wealth Management LLC | 1,722,823 | $39.18M | 4.1% | +3.3% | 5.317% | |
2/26/2024 | Great Oak Capital Partners LLC | 360,480 | $8.20M | 4.4% | N/A | 1.113% | |
2/23/2024 | Chicago Partners Investment Group LLC | 123,098 | $2.67M | 0.1% | +14.2% | 0.380% | |
2/21/2024 | Austin Wealth Management LLC | 274,574 | $5.97M | 1.6% | -17.8% | 0.847% | |
|
2/20/2024 | Able Wealth Management LLC | 1,484 | $34K | 0.0% | N/A | 0.005% | |
2/16/2024 | SageView Advisory Group LLC | 80,239 | $1.75M | 0.1% | +0.8% | 0.248% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 295,133 | $6.71M | 0.0% | +148.6% | 0.911% | |
2/15/2024 | Townsquare Capital LLC | 9,415 | $0.21M | 0.0% | N/A | 0.029% | |
2/15/2024 | Buckingham Strategic Partners LLC | 31,265 | $0.71M | 0.0% | N/A | 0.096% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 132,567 | $3.02M | 0.0% | +85.6% | 0.409% | |
2/14/2024 | Royal Bank of Canada | 7,693 | $0.18M | 0.0% | -64.9% | 0.024% | |
2/14/2024 | Pathstone Holdings LLC | 130,916 | $2.98M | 0.0% | N/A | 0.404% | |
2/14/2024 | Kestra Advisory Services LLC | 41,945 | $0.95M | 0.0% | -8.2% | 0.129% | |
2/14/2024 | Creative Planning | 34,051 | $0.77M | 0.0% | N/A | 0.105% | |
2/14/2024 | Elevate Wealth Advisory Inc. | 11,466 | $0.26M | 0.2% | N/A | 0.035% | |
2/14/2024 | Wescott Financial Advisory Group LLC | 10,439 | $0.24M | 0.0% | N/A | 0.032% | |
2/14/2024 | CFS Investment Advisory Services LLC | 15,389 | $0.35M | 0.1% | -3.9% | 0.047% | |
2/13/2024 | Envestnet Asset Management Inc. | 63,321 | $1.44M | 0.0% | +10.3% | 0.195% | |
2/13/2024 | Exencial Wealth Advisors LLC | 12,466 | $0.28M | 0.0% | N/A | 0.038% | |
2/13/2024 | Vawter Financial Ltd. | 36,288 | $0.83M | 0.6% | +64.1% | 0.112% | |
2/13/2024 | Essential Planning LLC. | 10,475 | $0.24M | 0.1% | N/A | 0.032% | |
2/13/2024 | Legacy Financial Group Inc. | 123,449 | $2.81M | 1.2% | +180.0% | 0.381% | |
2/13/2024 | Pinnacle Financial Group LLC IL | 275,312 | $6.26M | 3.2% | +5.8% | 0.850% | |
2/13/2024 | Vannoy Advisory Group Inc. | 238,829 | $5.43M | 4.5% | N/A | 0.737% | |
2/12/2024 | American Investment Services Inc. | 59,531 | $1.35M | 0.3% | +24.3% | 0.184% | |
2/12/2024 | Sprinkle Financial Consultants LLC | 18,965 | $0.43M | 0.4% | N/A | 0.059% | |
2/12/2024 | Adero Partners LLC | 169,368 | $3.85M | 0.3% | -9.1% | 0.523% | |
2/12/2024 | Dodds Wealth LLC | 17,264 | $0.39M | 0.2% | N/A | 0.053% | |
2/9/2024 | SageView Advisory Group LLC | 80,239 | $1.75M | 0.1% | +0.8% | 0.248% | |
2/9/2024 | BCU Wealth Advisors LLC | 53,592 | $1.22M | 1.3% | N/A | 0.165% | |
2/9/2024 | Frazier Financial Advisors LLC | 5,434 | $0.12M | 0.1% | N/A | 0.017% | |
2/9/2024 | Tillman Hartley LLC | 74,300 | $1.69M | 0.6% | +6.7% | 0.229% | |
2/9/2024 | Wealth Dimensions Group Ltd. | 243,463 | $5.54M | 1.8% | +45.0% | 0.751% | |
2/9/2024 | Corient Private Wealth LLC | 92,977 | $2.11M | 0.0% | -1.8% | 0.287% | |
2/9/2024 | Andrews Lucia Wealth Management LLC | 43,930 | $1M | 0.8% | +17.3% | 0.136% | |
2/8/2024 | Tortoise Investment Management LLC | 11,644 | $0.25M | 0.0% | +20.6% | 0.036% | |
2/8/2024 | Integrity Wealth Solutions LLC | 99,179 | $2.26M | 1.6% | N/A | 0.306% | |
2/8/2024 | Beacon Pointe Advisors LLC | 290,018 | $6.60M | 0.1% | +19.5% | 0.895% | |
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2/8/2024 | CarsonAllaria Wealth Management Ltd. | 89,425 | $2.03M | 1.5% | +18.3% | 0.276% | |
2/8/2024 | RCS Financial Planning LLC | 81,848 | $1.86M | 1.2% | +0.9% | 0.253% | |
2/7/2024 | Forum Financial Management LP | 415,482 | $9.45M | 0.2% | -8.9% | 1.282% | |
2/7/2024 | Hutchinson Capital Management CA | 50,580 | $1.15M | 0.3% | -6.8% | 0.156% | |
2/6/2024 | Cherry Tree Wealth Management LLC | 4,552 | $0.10M | 0.0% | N/A | 0.014% | |
2/6/2024 | Apollon Wealth Management LLC | 94,000 | $2.14M | 0.1% | -3.1% | 0.290% | |
2/6/2024 | Private Advisor Group LLC | 10,827 | $0.25M | 0.0% | N/A | 0.033% | |
2/6/2024 | Spire Wealth Management | 6,234 | $0.14M | 0.0% | +116.2% | 0.019% | |
2/6/2024 | TCI Wealth Advisors Inc. | 11,752 | $0.27M | 0.0% | N/A | 0.036% | |
2/6/2024 | Signature Resources Capital Management LLC | 88,259 | $2.01M | 1.8% | N/A | 0.272% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 15,011 | $0.34M | 0.0% | +7.8% | 0.046% | |
2/6/2024 | McIlrath & Eck LLC | 4,215 | $96K | 0.0% | +1,860.5% | 0.013% | |
2/6/2024 | DiNuzzo Private Wealth Inc. | 55,032 | $1.25M | 0.2% | N/A | 0.170% | |
2/5/2024 | Savant Capital LLC | 296,455 | $6.74M | 0.1% | -26.6% | 0.915% | |
2/5/2024 | Bridgewater Advisors Inc. | 510,586 | $11.61M | 1.8% | +27.7% | 1.576% | |
2/5/2024 | Mission Wealth Management LP | 13,094 | $0.30M | 0.0% | N/A | 0.040% | |
2/2/2024 | Core Wealth Management Inc. | 368,002 | $8.37M | 4.0% | +2.7% | 1.136% | |
2/2/2024 | Rather & Kittrell Inc. | 814,120 | $18.51M | 6.5% | +3.2% | 2.513% | |
2/2/2024 | Yoder Wealth Management Inc. | 12,315 | $0.28M | 0.2% | N/A | 0.038% | |
2/2/2024 | Retirement Solution Inc. | 342,852 | $7.80M | 2.3% | +3.7% | 1.058% | |
2/2/2024 | JMG Financial Group Ltd. | 58,525 | $1.33M | 0.1% | +308.0% | 0.181% | |
2/1/2024 | Monument Group Wealth Advisors LLC | 93,947 | $2.14M | 1.8% | N/A | 0.290% | |
2/1/2024 | SC&H Financial Advisors Inc. | 15,831 | $0.36M | 0.1% | -49.0% | 0.049% | |
2/1/2024 | Gradient Capital Advisors LLC | 159,180 | $3.62M | 1.4% | +0.5% | 0.491% | |
2/1/2024 | Annapolis Financial Services LLC | 155,683 | $3.54M | 0.9% | +24.7% | 0.481% | |
1/31/2024 | Sterling Financial Planning Inc. | 50,531 | $1.15M | 0.5% | +32.4% | 0.156% | |
1/31/2024 | Fonville Wealth Management LLC | 22,942 | $0.52M | 0.3% | N/A | 0.071% | |
1/31/2024 | Arista Wealth Management LLC | 369,920 | $8.41M | 3.1% | -46.3% | 1.142% | |
1/31/2024 | DecisionPoint Financial LLC | 124,454 | $2.83M | 1.2% | +2.9% | 0.384% | |
1/30/2024 | Diversified Portfolios Inc. | 26,400 | $0.60M | 0.1% | N/A | 0.081% | |
1/30/2024 | Root Financial Partners LLC | 339,364 | $7.72M | 2.9% | +31.3% | 1.047% | |
1/29/2024 | Grand Wealth Management LLC | 116,099 | $2.64M | 1.4% | -1.6% | 0.358% | |
1/29/2024 | Simplicity Solutions LLC | 11,529 | $0.26M | 0.0% | N/A | 0.036% | |
1/26/2024 | Sandy Spring Bank | 1,335 | $30K | 0.0% | N/A | 0.004% | |
1/26/2024 | Flagstone Financial Management | 19,274 | $0.44M | 0.2% | N/A | 0.059% | |
1/26/2024 | Hemington Wealth Management | 38,582 | $0.88M | 0.3% | N/A | 0.119% | |
1/26/2024 | Brown Financial Advisory | 675,000 | $15.35M | 12.5% | +3.4% | 2.083% | |
1/26/2024 | Bridgeworth LLC | 1,327,345 | $30.18M | 3.0% | +2.1% | 4.097% | |
1/26/2024 | Sequoia Financial Advisors LLC | 240,548 | $5.47M | 0.1% | +14.0% | 0.742% | |
1/26/2024 | PBMares Wealth Management LLC | 130,452 | $2.97M | 0.9% | +44.4% | 0.403% | |
1/25/2024 | RFG Advisory LLC | 95,899 | $2.18M | 0.1% | +302.0% | 0.296% | |
1/25/2024 | White Wing Wealth Management | 104,472 | $2.37M | 2.2% | N/A | 0.322% | |
1/25/2024 | SOL Capital Management CO | 38,120 | $0.87M | 0.1% | N/A | 0.118% | |
1/25/2024 | Ruedi Wealth Management Inc. | 177,495 | $4.04M | 1.9% | +20.4% | 0.548% | |
1/25/2024 | Phillips Financial Management LLC | 360,307 | $8.19M | 0.7% | +4.9% | 1.112% | |
1/25/2024 | Firethorn Wealth Partners LLC | 31,184 | $0.71M | 0.5% | -25.6% | 0.096% | |
1/25/2024 | Lodestone Wealth Management LLC | 16,143 | $0.37M | 0.2% | N/A | 0.050% | |
1/25/2024 | Heritage Wealth Management Inc. Texas | 20,041 | $0.46M | 0.3% | N/A | 0.062% | |
1/24/2024 | Allworth Financial LP | 2,395 | $54K | 0.0% | -41.3% | 0.007% | |
1/24/2024 | Sowell Financial Services LLC | 60,706 | $1.38M | 0.1% | +4.1% | 0.187% | |
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1/24/2024 | Walkner Condon Financial Advisors LLC | 9,297 | $0.21M | 0.0% | N/A | 0.029% | |
1/24/2024 | Total Clarity Wealth Management Inc. | 53,537 | $1.22M | 0.5% | N/A | 0.165% | |
1/24/2024 | Satovsky Asset Management LLC | 132,591 | $3.02M | 0.9% | -0.5% | 0.409% | |
1/23/2024 | Advisory Alpha LLC | 38,967 | $0.89M | 0.0% | -8.2% | 0.120% | |
1/23/2024 | Straight Path Wealth Management | 126,905 | $2.89M | 1.7% | +19.3% | 0.392% | |
1/23/2024 | Arcadia Wealth Management LLC | 47,711 | $1.09M | 0.8% | N/A | 0.147% | |
1/23/2024 | UMB Bank n.a. | 6,856 | $0.16M | 0.0% | +41.1% | 0.021% | |
1/23/2024 | Applied Capital LLC | 59,890 | $1.36M | 0.8% | +5.9% | 0.185% | |
1/22/2024 | Drive Wealth Management LLC | 35,275 | $0.80M | 0.3% | -22.4% | 0.109% | |
1/22/2024 | Builder Investment Group Inc. ADV | 62,376 | $1.42M | 0.5% | +18.1% | 0.193% | |