4/25/2024 | 25 LLC | 28,283 | $721K | 0.4% | -8.7% | 0.021% | |
4/25/2024 | Tilson Financial Group Inc. | 137,000 | $3.49M | 1.9% | +30.0% | 0.100% | |
4/25/2024 | North Ridge Wealth Advisors Inc. | 156,128 | $3.98M | 3.1% | +7.6% | 0.113% | |
4/25/2024 | Keb Asset Management LLC | 294,890 | $7.52M | 2.6% | +7.4% | 0.214% | |
4/24/2024 | Krilogy Financial LLC | 225,861 | $5.76M | 0.4% | +6.4% | 0.164% | |
4/24/2024 | Greenspring Advisors LLC | 284,338 | $7.25M | 1.8% | +34.6% | 0.207% | |
|
4/24/2024 | SOL Capital Management CO | 24,690 | $629K | 0.1% | +1.7% | 0.018% | |
4/24/2024 | Waypoint Wealth Partners Inc. | 172,450 | $4.40M | 1.3% | -1.7% | 0.125% | |
4/24/2024 | Gemmer Asset Management LLC | 19,363 | $494K | 0.1% | +9.5% | 0.014% | |
4/23/2024 | Bfsg LLC | 471,784 | $12.03M | 1.6% | -1.3% | 0.343% | |
4/23/2024 | Applied Capital LLC | 82,698 | $2.11M | 1.2% | +4.1% | 0.060% | |
4/22/2024 | Core Wealth Management Inc. | 45,902 | $1.17M | 0.5% | +1.2% | 0.033% | |
4/22/2024 | Rockwood Wealth Management LLC | 706,623 | $18.01M | 2.3% | +43.5% | 0.514% | |
4/22/2024 | Edge Financial Advisors LLC | 33,254 | $850K | 0.7% | N/A | 0.024% | |
4/22/2024 | Physician Wealth Solutions Inc. | 291,517 | $7.43M | 6.2% | +29.0% | 0.212% | |
4/20/2024 | BetterWealth LLC | 560,776 | $14.29M | 4.7% | +2.1% | 0.408% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 1,851,072 | $47.18M | 1.2% | +3.6% | 1.345% | |
4/19/2024 | Level Financial Advisors | 112,654 | $2.87M | 1.3% | +193.0% | 0.082% | |
4/19/2024 | ZRC Wealth Management LLC | 3,691 | $94K | 0.0% | -34.7% | 0.003% | |
4/19/2024 | KFG Wealth Management LLC | 8,768 | $223K | 0.1% | N/A | 0.006% | |
4/19/2024 | AWM Capital LLC | 1,128,892 | $28.78M | 4.8% | +1.9% | 0.820% | |
4/19/2024 | Altiora Financial Group LLC | 32,683 | $833K | 0.2% | +30.3% | 0.024% | |
4/18/2024 | Total Wealth Planning LLC | 1,333,939 | $34.00M | 5.8% | +5.8% | 0.969% | |
4/18/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 132,577 | $3.38M | 0.9% | +1.0% | 0.148% | |
4/18/2024 | Capstone Capital LLC | 474,642 | $12.10M | 10.5% | +6.1% | 0.531% | |
4/18/2024 | Stordahl Capital Management Inc. | 657,857 | $16.77M | 4.2% | +5.1% | 0.736% | |
4/18/2024 | Morris Financial Concepts Inc. | 19,876 | $507K | 0.3% | +132.7% | 0.022% | |
4/18/2024 | LifeGuide Financial Advisors LLC | 105,992 | $2.70M | 1.4% | +3.8% | 0.119% | |
4/18/2024 | Seaside Wealth Management Inc. | 752,081 | $19.17M | 8.2% | +3.0% | 0.841% | |
4/18/2024 | Advisory Services & Investments LLC | 399,058 | $10.17M | 7.0% | +5.2% | 0.446% | |
4/17/2024 | Gradient Capital Advisors LLC | 179,592 | $4.58M | 1.7% | +5.2% | 0.201% | |
4/17/2024 | Kathleen S. Wright Associates Inc. | 48,389 | $1.23M | 0.6% | +20.6% | 0.054% | |
4/17/2024 | Meritas Wealth Management LLC | 43,861 | $1.12M | 0.8% | +27.8% | 0.049% | |
4/17/2024 | Criterion Capital Advisors LLC | 27,873 | $710K | 0.5% | +26.0% | 0.031% | |
4/16/2024 | Firethorn Wealth Partners LLC | 21,938 | $559K | 0.3% | +58.4% | 0.025% | |
4/16/2024 | Enzi Wealth | 166,783 | $4.20M | 2.0% | +3.1% | 0.187% | |
4/16/2024 | Hurlow Wealth Management Group Inc. | 12,161 | $310K | 0.1% | N/A | 0.014% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 98,524 | $2.51M | 0.0% | -1.8% | 0.110% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 11,522 | $294K | 0.0% | +8.1% | 0.013% | |
4/15/2024 | Disciplined Investments LLC | 22,350 | $570K | 0.3% | -1.9% | 0.025% | |
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4/15/2024 | Henrickson Nauta Wealth Advisors Inc. | 239,298 | $6.15M | 2.7% | +16.5% | 0.268% | |
4/15/2024 | Great Oak Capital Partners LLC | 825,423 | $21.04M | 9.3% | +16.6% | 0.923% | |
4/15/2024 | Schoolcraft Capital LLC | 428,294 | $10.92M | 2.6% | +11.5% | 0.479% | |
4/13/2024 | Evanson Asset Management LLC | 384,858 | $9.81M | 0.8% | +6.2% | 0.430% | |
4/12/2024 | Carlson Capital Management | 1,947,016 | $49.63M | 2.3% | -32.1% | 2.178% | |
4/12/2024 | AdvisorNet Financial Inc | 417,170 | $10.63M | 1.0% | +38.0% | 0.467% | |
4/12/2024 | Abacus Planning Group Inc. | 11,302 | $288K | 0.1% | +15.2% | 0.013% | |
4/11/2024 | Signature Resources Capital Management LLC | 136,751 | $3.41M | 3.2% | -2.2% | 0.153% | |
4/11/2024 | Liberty Capital Management Inc. | 41,025 | $1.05M | 0.3% | +19.5% | 0.046% | |
4/11/2024 | Fortitude Family Office LLC | 113,691 | $2.90M | 1.9% | +55.9% | 0.127% | |
4/11/2024 | O Connor Financial Group LLC | 187,434 | $4.78M | 2.8% | N/A | 0.210% | |
4/11/2024 | RFG Advisory LLC | 20,650 | $526K | 0.0% | +87.4% | 0.023% | |
4/10/2024 | Trust Co of the South | 82,837 | $2.11M | 0.5% | +43.4% | 0.093% | |
4/10/2024 | VanderPol Investments L.L.C. | 9,750 | $249K | 0.7% | -11.5% | 0.011% | |
4/10/2024 | Park Avenue Securities LLC | 18,787 | $479K | 0.0% | N/A | 0.021% | |
4/10/2024 | Apella Capital LLC | 919,369 | $23.91M | 1.2% | +14.2% | 1.028% | |
4/10/2024 | Schulz Wealth LTD. | 15,336 | $391K | 0.3% | -21.2% | 0.017% | |
4/8/2024 | Emprise Bank | 262,432 | $6.69M | 4.5% | N/A | 0.294% | |
4/8/2024 | Evensky & Katz LLC | 2,125,518 | $54.18M | 3.8% | +4.3% | 2.378% | |
4/4/2024 | Shearwater Capital LLC | 81,343 | $2.07M | 1.5% | +1.7% | 0.091% | |
4/3/2024 | Versant Capital Management Inc | 32,466 | $828K | 0.2% | +15.5% | 0.036% | |
4/2/2024 | Cravens & Co Advisors LLC | 337,007 | $8.59M | 7.1% | +1.2% | 0.377% | |
4/2/2024 | Peirce Capital Management LLC | 380,628 | $9.70M | 5.3% | +21.0% | 0.426% | |
3/20/2024 | Family Wealth Partners LLC | 116,370 | $2.91M | 2.2% | N/A | 0.130% | |
3/15/2024 | VanderPol Investments L.L.C. | 11,012 | $275K | 0.9% | N/A | 0.012% | |
3/1/2024 | ARK & TLK Investments LLC | 252,144 | $6.29M | 2.0% | N/A | 0.282% | |
2/28/2024 | EP Wealth Advisors LLC | 29,534 | $737K | 0.0% | +68.6% | 0.033% | |
2/28/2024 | Abel Hall LLC | 74,754 | $1.87M | 1.6% | N/A | 0.084% | |
2/26/2024 | Great Oak Capital Partners LLC | 708,208 | $17.68M | 9.4% | N/A | 0.792% | |
2/23/2024 | Chicago Partners Investment Group LLC | 118,618 | $2.87M | 0.1% | +22.2% | 0.133% | |
2/21/2024 | Austin Wealth Management LLC | 493,002 | $12.30M | 3.3% | -8.0% | 0.551% | |
2/16/2024 | Studio Investment Management LLC | 152,359 | $3.80M | 1.0% | -9.7% | 0.170% | |
2/15/2024 | OLD Mission Capital LLC | 695,093 | $17.35M | 0.3% | +4,541.7% | 0.778% | |
2/15/2024 | Buckingham Strategic Partners LLC | 1,225,700 | $30.59M | 1.5% | +66.8% | 1.371% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 1,869,268 | $46.66M | 0.6% | +182.4% | 2.091% | |
2/15/2024 | C M Bidwell & Associates Ltd. | 9,992 | $249K | 0.2% | +11.8% | 0.011% | |
2/14/2024 | Syverson Strege & Co | 546,936 | $13.65M | 5.3% | +7.4% | 0.612% | |
2/14/2024 | True Wealth Design LLC | 186,965 | $4.67M | 1.3% | +0.3% | 0.209% | |
2/14/2024 | Northwest Wealth Management LLC | 36,498 | $911K | 0.3% | +29.7% | 0.041% | |
2/14/2024 | Enzi Wealth | 161,770 | $3.93M | 1.9% | +32.7% | 0.181% | |
2/14/2024 | Keyes Stange & Wooten Wealth Management LLC | 78,586 | $1.96M | 2.1% | N/A | 0.088% | |
2/14/2024 | Watchman Group Inc. | 331,317 | $8.27M | 2.7% | +0.2% | 0.371% | |
2/14/2024 | CFS Investment Advisory Services LLC | 96,409 | $2.41M | 0.4% | +46.7% | 0.108% | |
2/13/2024 | Client 1ST Advisory Group LLC | 183,431 | $4.58M | 2.2% | +48.9% | 0.205% | |
2/13/2024 | Angeles Wealth Management LLC | 23,526 | $587K | 0.1% | N/A | 0.026% | |
2/13/2024 | Advisory Services & Investments LLC | 379,460 | $9.47M | 7.0% | +9.5% | 0.424% | |
2/13/2024 | Peapack Gladstone Financial Corp | 215,745 | $5.39M | 0.1% | +640.1% | 0.241% | |
2/13/2024 | Legacy Financial Group Inc. | 66,852 | $1.67M | 0.7% | +46.4% | 0.075% | |
2/13/2024 | Pinnacle Financial Group LLC IL | 505,907 | $12.63M | 6.5% | +10.6% | 0.566% | |
2/13/2024 | Vannoy Advisory Group Inc. | 311,510 | $7.78M | 6.4% | N/A | 0.348% | |
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2/12/2024 | American Investment Services Inc. | 143,041 | $3.57M | 0.7% | +29.1% | 0.160% | |
2/12/2024 | Sprinkle Financial Consultants LLC | 25,369 | $633K | 0.6% | N/A | 0.028% | |
2/12/2024 | Keb Asset Management LLC | 274,647 | $6.86M | 2.5% | +12.9% | 0.307% | |
2/12/2024 | Schulz Wealth LTD. | 19,456 | $486K | 0.5% | N/A | 0.022% | |
2/12/2024 | RS Crum Inc. | 359,465 | $8.97M | 2.8% | +17.1% | 0.402% | |
2/9/2024 | Advisory Services Network LLC | 34,489 | $861K | 0.0% | +6.7% | 0.039% | |
2/9/2024 | Orion Portfolio Solutions LLC | 74,881 | $1.84M | 0.0% | -2.2% | 0.084% | |
2/9/2024 | BCU Wealth Advisors LLC | 122,706 | $3.06M | 3.3% | N/A | 0.137% | |
2/9/2024 | Tillman Hartley LLC | 227,574 | $5.68M | 2.1% | +8.2% | 0.255% | |
2/9/2024 | EverSource Wealth Advisors LLC | 39,870 | $995K | 0.1% | +21.8% | 0.045% | |