4/27/2024 | Glass Jacobson Investment Advisors llc | 63,597 | $1.65M | 0.6% | +11.8% | 0.290% | |
4/26/2024 | RCS Financial Planning LLC | 39,676 | $1.03M | 0.6% | -12.8% | 0.181% | |
4/25/2024 | Financial Architects LLC | 234,380 | $6.09M | 4.2% | +15.9% | 1.070% | |
4/24/2024 | Oceanside Advisors LLC | 28,732 | $746K | 0.6% | -2.0% | 0.131% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 433,393 | $11.25M | 0.0% | +8.5% | 1.979% | |
4/22/2024 | Family Investment Center Inc. | 70,390 | $1.83M | 0.6% | +371.2% | 0.321% | |
|
4/22/2024 | Edge Financial Advisors LLC | 30,351 | $789K | 0.7% | N/A | 0.139% | |
4/18/2024 | Verum Partners LLC | 96,331 | $2.50M | 0.9% | +3.5% | 0.557% | |
4/18/2024 | Pettinga Financial Advisors LLC | 12,050 | $313K | 0.1% | -11.8% | 0.070% | |
4/18/2024 | Breakwater Capital Group | 129,602 | $3.36M | 0.8% | -8.5% | 0.749% | |
4/17/2024 | White Wing Wealth Management | 58,232 | $1.52M | 1.3% | N/A | 0.337% | |
4/17/2024 | Strata Wealth Advisors LLC | 25,536 | $663K | 0.2% | N/A | 0.148% | |
4/17/2024 | Family CFO Inc | 2,517 | $65K | 0.0% | +47.1% | 0.015% | |
4/16/2024 | Firethorn Wealth Partners LLC | 12,863 | $334K | 0.2% | +51.2% | 0.074% | |
4/13/2024 | Evanson Asset Management LLC | 377,586 | $9.80M | 0.8% | +12.3% | 2.183% | |
4/12/2024 | Unison Advisors LLC | 23,411 | $608K | 0.1% | -11.3% | 0.135% | |
4/11/2024 | Maryland Capital Advisors Inc. | 91,650 | $2.38M | 1.5% | +4.0% | 0.530% | |
4/10/2024 | BKA Wealth Consulting Inc. | 58,765 | $1.53M | 2.0% | +4.8% | 0.340% | |
2/29/2024 | Tortoise Investment Management LLC | 17,177 | $433K | 0.1% | -4.5% | 0.099% | |
2/28/2024 | Abel Hall LLC | 49,740 | $1.25M | 1.1% | N/A | 0.288% | |
2/23/2024 | Chicago Partners Investment Group LLC | 57,693 | $1.41M | 0.1% | +2.3% | 0.333% | |
2/15/2024 | Freedom Investment Management Inc. | 432,221 | $10.89M | 0.9% | N/A | 2.498% | |
2/14/2024 | Gibson Capital LLC | 31,982 | $806K | 0.2% | -34.7% | 0.185% | |
2/14/2024 | True Wealth Design LLC | 740,323 | $18.66M | 5.3% | +64.8% | 4.279% | |
2/14/2024 | Elevate Wealth Advisory Inc. | 8,266 | $208K | 0.2% | N/A | 0.048% | |
2/14/2024 | Sentinel Trust Co. LBA | 147,500 | $3.72M | 0.5% | -53.2% | 0.853% | |
2/13/2024 | Exencial Wealth Advisors LLC | 284,041 | $7.16M | 0.3% | +26.3% | 1.642% | |
2/12/2024 | Fischer Investment Strategies LLC | 148,259 | $3.74M | 2.8% | N/A | 0.857% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 57,716 | $1.45M | 0.0% | +9.8% | 0.334% | |
2/12/2024 | Schubert & Co | 8,681 | $219K | 0.2% | -4.9% | 0.050% | |
2/9/2024 | Corient Private Wealth LLC | 95,707 | $2.41M | 0.0% | N/A | 0.553% | |
2/8/2024 | Tortoise Investment Management LLC | 20,847 | $525K | 0.1% | +15.9% | 0.121% | |
2/8/2024 | Matisse Capital | 40,360 | $1.02M | 0.5% | +4.6% | 0.233% | |
2/8/2024 | Beacon Pointe Advisors LLC | 550,846 | $13.88M | 0.2% | +1.9% | 3.184% | |
2/8/2024 | Janney Montgomery Scott LLC | 464,379 | $11.70M | 0.0% | -0.4% | 2.684% | |
2/8/2024 | RCS Financial Planning LLC | 45,511 | $1.15M | 0.8% | -4.7% | 0.263% | |
2/7/2024 | Forum Financial Management LP | 9,210 | $232K | 0.0% | -38.7% | 0.053% | |
2/7/2024 | JFS Wealth Advisors LLC | 1,945 | $49K | 0.0% | N/A | 0.011% | |
2/7/2024 | Blume Capital Management Inc. | 225,611 | $5.69M | 1.5% | +25.4% | 1.304% | |
2/6/2024 | Lincoln National Corp | 22,040 | $555K | 0.0% | +6.3% | 0.127% | |
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2/6/2024 | Vestmark Advisory Solutions Inc. | 132,027 | $3.33M | 0.2% | +26.1% | 0.763% | |
2/6/2024 | Aveo Capital Partners LLC | 260,604 | $6.57M | 0.8% | +12.4% | 1.506% | |
2/6/2024 | DiNuzzo Private Wealth Inc. | 210,454 | $5.30M | 0.8% | N/A | 1.216% | |
2/5/2024 | Savant Capital LLC | 136,168 | $3.43M | 0.0% | +6.3% | 0.787% | |
2/5/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 55,312 | $1.39M | 0.4% | +58.2% | 0.320% | |
2/2/2024 | Red Lighthouse Investment Management LLC | 4,398 | $111K | 0.0% | -15.0% | 0.025% | |
2/2/2024 | Marquette Asset Management LLC | 615,522 | $15.51M | 2.9% | +36.7% | 3.558% | |
2/2/2024 | Heritage Financial Services LLC | 1,692,615 | $42.65M | 7.3% | +10.6% | 9.784% | |
2/2/2024 | Truist Financial Corp | 138,209 | $3.48M | 0.0% | +1,376.3% | 0.799% | |
2/2/2024 | Rather & Kittrell Inc. | 12,647 | $319K | 0.1% | N/A | 0.073% | |
2/2/2024 | Alesco Advisors LLC | 137,854 | $3.47M | 0.1% | +10.8% | 0.797% | |
2/2/2024 | Retirement Solution Inc. | 104,242 | $2.63M | 0.8% | +2.3% | 0.603% | |
2/2/2024 | Atria Wealth Solutions Inc. | 34,233 | $863K | 0.0% | N/A | 0.198% | |
2/2/2024 | BKA Wealth Consulting Inc. | 56,082 | $1.41M | 2.1% | +0.9% | 0.324% | |
1/31/2024 | Family CFO Inc | 1,711 | $43K | 0.0% | N/A | 0.010% | |
1/31/2024 | Opes Wealth Management LLC | 331,273 | $8.35M | 2.0% | -0.6% | 1.915% | |
1/31/2024 | Grunden Financial Advisory Inc. | 11,605 | $292K | 0.2% | N/A | 0.067% | |
1/31/2024 | Sterling Financial Planning Inc. | 102,227 | $2.58M | 1.1% | +27.4% | 0.591% | |
1/31/2024 | Tranquility Partners LLC | 12,419 | $313K | 0.1% | +12.3% | 0.072% | |
1/30/2024 | Allen Capital Group LLC | 21,498 | $542K | 0.1% | -14.4% | 0.124% | |
1/30/2024 | Lam Group Inc. | 74,575 | $1.88M | 1.7% | -3.9% | 0.431% | |
1/30/2024 | Root Financial Partners LLC | 74,382 | $1.87M | 0.7% | +51.3% | 0.430% | |
1/29/2024 | Financial Architects LLC | 202,170 | $5.10M | 4.0% | N/A | 1.169% | |
1/26/2024 | Bridgeworth LLC | 195,483 | $4.93M | 0.5% | +1.8% | 1.130% | |
1/26/2024 | Sequoia Financial Advisors LLC | 70,920 | $1.79M | 0.0% | +30.5% | 0.410% | |
1/26/2024 | B.O.S.S. Retirement Advisors LLC | 7,938 | $200K | 0.0% | N/A | 0.046% | |
1/26/2024 | PBMares Wealth Management LLC | 117,560 | $2.96M | 0.9% | +56.9% | 0.680% | |
1/25/2024 | Firethorn Wealth Partners LLC | 8,508 | $214K | 0.1% | N/A | 0.049% | |
1/24/2024 | Breakwater Capital Group | 141,690 | $3.40M | 1.0% | -2.1% | 0.819% | |
1/23/2024 | Envision Financial Planning LLC | 21,425 | $540K | 0.5% | N/A | 0.124% | |
1/23/2024 | Cordant Inc. | 82,380 | $2.08M | 1.3% | +31.5% | 0.476% | |
1/22/2024 | Glass Jacobson Investment Advisors llc | 56,865 | $1.43M | 0.6% | +22.9% | 0.329% | |
1/18/2024 | Ritholtz Wealth Management | 892,109 | $22.48M | 0.9% | +3.2% | 5.157% | |
1/18/2024 | Evanson Asset Management LLC | 336,282 | $8.47M | 0.7% | +18.7% | 1.944% | |
1/18/2024 | Verum Partners LLC | 93,113 | $2.35M | 0.9% | -1.1% | 0.538% | |
1/18/2024 | Pettinga Financial Advisors LLC | 13,666 | $344K | 0.1% | N/A | 0.079% | |
1/18/2024 | Moisand Fitzgerald Tamayo LLC | 17,084 | $431K | 0.1% | +7.0% | 0.099% | |
1/17/2024 | Maryland Capital Advisors Inc. | 88,095 | $2.22M | 1.5% | +13.2% | 0.509% | |
1/17/2024 | Family Investment Center Inc. | 14,937 | $376K | 0.2% | N/A | 0.086% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 399,308 | $10.06M | 0.0% | N/A | 2.308% | |
1/16/2024 | Raymond James & Associates | 9,030 | $228K | 0.0% | N/A | 0.052% | |
1/16/2024 | Wealthsource Partners LLC | 23,026 | $580K | 0.0% | -6.5% | 0.133% | |
1/11/2024 | Bruce G. Allen Investments LLC | 4,600 | $116K | 0.1% | N/A | 0.027% | |
11/16/2023 | Schubert & Co | 9,126 | $216K | 0.2% | -15.8% | 0.053% | |
11/14/2023 | BOS Asset Management LLC | 10,752 | $255K | 0.2% | +25.3% | 0.062% | |
11/14/2023 | Ancora Advisors LLC | 5,709 | $135K | 0.0% | -18.7% | 0.033% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 7,985 | $189K | 0.0% | +48.2% | 0.046% | |
11/13/2023 | Asset Dedication LLC | 1,978,383 | $46.86M | 4.0% | +6.4% | 11.436% | |
11/13/2023 | True Wealth Design LLC | 449,347 | $10.64M | 3.6% | +40.8% | 2.597% | |
11/13/2023 | Cardiff Park Advisors LLC | 46,293 | $1.10M | 0.1% | +1.6% | 0.268% | |
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11/13/2023 | Graves Light Lenhart Wealth Inc. | 216,584 | $5.08M | 0.7% | +8.0% | 1.252% | |
11/13/2023 | Kestra Advisory Services LLC | 17,264 | $409K | 0.0% | +38.1% | 0.100% | |
11/9/2023 | Betterment LLC | 29,437 | $697K | 0.0% | +114.7% | 0.170% | |
11/9/2023 | Phillips Financial Management LLC | 2,295 | $54K | 0.0% | +270.2% | 0.013% | |
11/8/2023 | Pathstone Family Office LLC | 146,643 | $3.47M | 0.0% | -72.6% | 0.848% | |
11/8/2023 | Sequoia Financial Advisors LLC | 54,342 | $1.29M | 0.0% | +9.3% | 0.314% | |
11/8/2023 | Janney Montgomery Scott LLC | 466,321 | $11.04M | 0.0% | +34.5% | 2.695% | |
11/8/2023 | Dorsey & Whitney Trust CO LLC | 11,980 | $284K | 0.0% | N/A | 0.069% | |
11/8/2023 | Exencial Wealth Advisors LLC | 224,905 | $5.32M | 0.3% | +7.5% | 1.300% | |
11/8/2023 | Avantax Advisory Services Inc. | 12,233 | $290K | 0.0% | +4.4% | 0.071% | |