4/19/2024 | FORVIS Wealth Advisors LLC | 850,759 | $31.27M | 0.8% | +0.4% | 0.437% | |
4/19/2024 | Kaye Capital Management | 29,248 | $1.08M | 0.5% | -26.4% | 0.015% | |
4/19/2024 | True Link Financial Advisors LLC | 1,008,283 | $37.05M | 3.6% | -12.4% | 0.517% | |
4/19/2024 | OMNI 360 Wealth Inc. | 77,891 | $2.86M | 2.3% | +6.6% | 0.040% | |
4/19/2024 | AWM Capital LLC | 92,519 | $3.40M | 0.6% | -0.3% | 0.047% | |
4/19/2024 | Altiora Financial Group LLC | 189,499 | $6.96M | 1.9% | -1.4% | 0.097% | |
|
4/18/2024 | Total Wealth Planning LLC | 650,579 | $23.91M | 4.1% | +5.0% | 0.379% | |
4/18/2024 | Verum Partners LLC | 57,249 | $2.10M | 0.7% | -4.4% | 0.033% | |
4/18/2024 | Aviance Capital Partners LLC | 53,927 | $1.98M | 0.3% | +3.6% | 0.031% | |
4/18/2024 | Advisory Services & Investments LLC | 18,146 | $667K | 0.5% | -4.0% | 0.011% | |
4/18/2024 | Breakwater Capital Group | 56,779 | $2.09M | 0.5% | -4.7% | 0.033% | |
4/17/2024 | Family CFO Inc | 52,185 | $1.92M | 1.2% | +13.1% | 0.030% | |
4/17/2024 | Private Ocean LLC | 80,292 | $2.95M | 0.3% | -0.9% | 0.047% | |
4/17/2024 | Trinity Financial Advisors LLC | 590,198 | $21.69M | 9.8% | +4.0% | 0.344% | |
4/17/2024 | Meritas Wealth Management LLC | 269,603 | $9.91M | 6.9% | +10.1% | 0.157% | |
4/16/2024 | Moisand Fitzgerald Tamayo LLC | 96,058 | $3.53M | 0.5% | +3.2% | 0.056% | |
4/16/2024 | Dixon Fnancial Services Inc. | 1,412,969 | $51.93M | 28.8% | -0.2% | 0.823% | |
4/16/2024 | Tarbox Family Office Inc. | 12,612 | $463K | 0.1% | -4.3% | 0.007% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 2,041,996 | $75.04M | 0.2% | -1.7% | 1.190% | |
4/15/2024 | Signet Financial Management LLC | 80,108 | $2.94M | 0.4% | +13.1% | 0.047% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 7,467 | $274K | 0.0% | +5.9% | 0.004% | |
4/15/2024 | Aspiriant LLC | 227,881 | $8.38M | 0.3% | -4.8% | 0.133% | |
4/15/2024 | Sovereign Financial Group Inc. | 18,812 | $691K | 0.2% | +4.4% | 0.011% | |
4/15/2024 | Brookstone Capital Management | 87,377 | $3.21M | 0.1% | +106.5% | 0.051% | |
4/15/2024 | Atlas Capital Advisors LLC | 46,253 | $1.70M | 0.3% | +2.8% | 0.027% | |
4/15/2024 | Disciplined Investments LLC | 207,532 | $7.63M | 4.2% | +7.4% | 0.121% | |
4/15/2024 | Schoolcraft Capital LLC | 720,324 | $26.47M | 6.2% | +1.2% | 0.420% | |
4/13/2024 | Evanson Asset Management LLC | 1,158,697 | $42.58M | 3.3% | +3.2% | 0.675% | |
4/12/2024 | Unison Advisors LLC | 13,730 | $505K | 0.0% | -20.6% | 0.008% | |
4/12/2024 | Financial Synergies Wealth Advisors Inc. | 58,479 | $2.15M | 0.3% | +16.4% | 0.034% | |
4/12/2024 | Carlson Capital Management | 85,321 | $3.14M | 0.1% | -88.1% | 0.050% | |
4/12/2024 | Lane & Associates LLC | 132,626 | $4.87M | 3.1% | +12.9% | 0.077% | |
4/12/2024 | Baker Boyer National Bank | 241,722 | $8.88M | 3.1% | -2.3% | 0.141% | |
4/11/2024 | Market Street Wealth Management Advisors LLC | 444,354 | $16.33M | 2.9% | -1.8% | 0.259% | |
4/11/2024 | City State Bank | 20,440 | $751K | 0.3% | +302.8% | 0.012% | |
4/11/2024 | Maryland Capital Advisors Inc. | 129,755 | $4.77M | 3.0% | +3.7% | 0.076% | |
4/11/2024 | RFG Advisory LLC | 83,192 | $3.06M | 0.1% | -3.3% | 0.048% | |
4/11/2024 | Soundmark Wealth Management LLC | 67,587 | $2.48M | 1.1% | -0.5% | 0.039% | |
4/10/2024 | CVA Family Office LLC | 53,427 | $1.96M | 0.4% | -14.4% | 0.031% | |
4/10/2024 | LexAurum Advisors LLC | 52,122 | $1.92M | 0.5% | +12.6% | 0.030% | |
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4/10/2024 | McLean Asset Management Corp | 418,316 | $15.57M | 5.3% | -1.3% | 0.244% | |
4/10/2024 | Apella Capital LLC | 1,111,306 | $41.36M | 2.1% | +5.6% | 0.648% | |
4/10/2024 | Bromfield Sneider Wealth Advisors | 10,432 | $383K | 0.2% | +9.3% | 0.006% | |
4/10/2024 | Shotwell Rutter Baer Inc | 129,151 | $4.81M | 9.7% | +0.5% | 0.075% | |
4/9/2024 | Destiny Wealth Partners LLC | 194,602 | $7.15M | 1.3% | -11.8% | 0.113% | |
4/9/2024 | Mather Group LLC. | 87,188 | $3.00M | 0.0% | +0.4% | 0.051% | |
4/4/2024 | Shearwater Capital LLC | 358,259 | $13.17M | 9.7% | -0.4% | 0.209% | |
4/3/2024 | Efficient Frontier Advisors LLC | 566,499 | $20.82M | 16.5% | +3.4% | 0.330% | |
4/3/2024 | Versant Capital Management Inc | 48,566 | $1.79M | 0.5% | -5.7% | 0.028% | |
4/2/2024 | Symmetry Partners LLC | 178,485 | $6.56M | 0.5% | -35.3% | 0.104% | |
4/2/2024 | Peirce Capital Management LLC | 365,190 | $13.42M | 7.4% | +2.8% | 0.213% | |
3/14/2024 | Leo Wealth LLC | 6,267 | $223K | 0.0% | N/A | 0.004% | |
3/14/2024 | Yeomans Consulting Group Inc. | 262,294 | $9.01M | 4.5% | N/A | 0.153% | |
3/1/2024 | ARK & TLK Investments LLC | 53,529 | $1.84M | 0.6% | N/A | 0.031% | |
2/29/2024 | Tortoise Investment Management LLC | 45,461 | $1.56M | 0.2% | +16.2% | 0.026% | |
2/28/2024 | Forthright Family Wealth Advisory LLC | 12,378 | $425K | 0.3% | N/A | 0.007% | |
2/28/2024 | EP Wealth Advisors LLC | 1,496,217 | $51.41M | 0.7% | +8.7% | 0.872% | |
2/27/2024 | Beaird Harris Wealth Management LLC | 1,102,585 | $37.89M | 4.0% | +2.8% | 0.643% | |
2/23/2024 | Chicago Partners Investment Group LLC | 44,091 | $1.49M | 0.1% | -8.3% | 0.026% | |
2/21/2024 | WNY Asset Management LLC | 199,760 | $6.86M | 1.2% | +1.6% | 0.116% | |
2/20/2024 | Able Wealth Management LLC | 35,870 | $1.23M | 1.1% | N/A | 0.021% | |
2/16/2024 | Harbour Investments Inc. | 6,342 | $218K | 0.0% | -9.2% | 0.004% | |
2/16/2024 | Studio Investment Management LLC | 3,312 | $114K | 0.0% | N/A | 0.002% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 10,445,601 | $358.91M | 1.1% | +12.1% | 6.087% | |
2/15/2024 | Moneta Group Investment Advisors LLC | 11,127 | $382K | 0.0% | -19.9% | 0.006% | |
2/15/2024 | Atlas Capital Advisors LLC | 44,998 | $1.55M | 0.2% | +7.9% | 0.026% | |
2/15/2024 | Modera Wealth Management LLC | 2,692,785 | $92.52M | 1.5% | +0.1% | 1.569% | |
2/15/2024 | Nwam LLC | 17,539 | $603K | 0.0% | -5.8% | 0.010% | |
2/15/2024 | OLD Mission Capital LLC | 122,080 | $4.20M | 0.1% | +27.6% | 0.071% | |
2/15/2024 | Oxford Financial Group LTD. LLC | 2,900 | $100K | 0.0% | -71.0% | 0.002% | |
2/15/2024 | Perritt Capital Management Inc. | 184,078 | $6.33M | 3.5% | +3.2% | 0.107% | |
2/15/2024 | Freedom Investment Management Inc. | 63,385 | $2.18M | 0.2% | N/A | 0.037% | |
2/15/2024 | Guardian Wealth Advisors LLC NC | 1,216 | $42K | 0.0% | N/A | 0.001% | |
2/15/2024 | Buckingham Strategic Partners LLC | 2,183,397 | $75.02M | 3.6% | -39.8% | 1.272% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 11,025,950 | $378.85M | 4.5% | -4.3% | 6.425% | |
2/15/2024 | Baird Financial Group Inc. | 29,747 | $1.02M | 0.0% | +17.6% | 0.017% | |
2/15/2024 | Comerica Bank | 31,280 | $1.08M | 0.0% | +319.9% | 0.018% | |
2/14/2024 | Royal Bank of Canada | 636,618 | $21.87M | 0.0% | +4.0% | 0.371% | |
2/14/2024 | Pathstone Holdings LLC | 387,412 | $13.31M | 0.1% | N/A | 0.226% | |
2/14/2024 | Kestra Advisory Services LLC | 257,290 | $8.84M | 0.1% | +5.6% | 0.150% | |
2/14/2024 | Creative Planning | 2,660,328 | $91.41M | 0.1% | -1.7% | 1.550% | |
2/14/2024 | Northwest Wealth Management LLC | 157,594 | $5.42M | 1.6% | +11.6% | 0.092% | |
2/14/2024 | Elevate Wealth Advisory Inc. | 176,469 | $6.06M | 5.6% | N/A | 0.103% | |
2/14/2024 | Balyasny Asset Management L.P. | 73,109 | $2.51M | 0.0% | N/A | 0.043% | |
2/14/2024 | Cresset Asset Management LLC | 74,432 | $2.56M | 0.0% | -11.6% | 0.043% | |
2/14/2024 | Sentinel Trust Co. LBA | 67,135 | $2.31M | 0.3% | -64.7% | 0.039% | |
2/14/2024 | Wescott Financial Advisory Group LLC | 421,357 | $14.48M | 2.0% | +3.2% | 0.246% | |
2/14/2024 | CFS Investment Advisory Services LLC | 485,804 | $16.69M | 3.0% | +5.7% | 0.283% | |
2/13/2024 | Envestnet Asset Management Inc. | 9,923,660 | $340.98M | 0.1% | +12.0% | 5.783% | |
2/13/2024 | Northern Trust Corp | 6,493,332 | $223.11M | 0.0% | +0.1% | 3.784% | |
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2/13/2024 | Exencial Wealth Advisors LLC | 487,706 | $16.76M | 0.7% | +5.4% | 0.284% | |
2/13/2024 | Cetera Advisor Networks LLC | 367,908 | $12.64M | 0.1% | +23.4% | 0.214% | |
2/13/2024 | Trademark Financial Management LLC | 30,264 | $1.04M | 0.8% | N/A | 0.018% | |
2/13/2024 | Advisory Services & Investments LLC | 18,899 | $649K | 0.5% | -9.5% | 0.011% | |
2/13/2024 | Laurel Wealth Advisors LLC | 838 | $29K | 0.0% | -41.7% | 0.000% | |
2/13/2024 | Peapack Gladstone Financial Corp | 74,241 | $2.55M | 0.0% | +16.5% | 0.043% | |
2/13/2024 | Advanced Research Investment Solutions LLC | 5,897 | $203K | 0.1% | N/A | 0.003% | |
2/13/2024 | Jones Financial Companies Lllp | 3,103 | $107K | 0.0% | N/A | 0.002% | |
2/12/2024 | American Investment Services Inc. | 42,755 | $1.47M | 0.3% | -1.6% | 0.025% | |
2/12/2024 | Keb Asset Management LLC | 683,866 | $23.50M | 8.7% | -2.2% | 0.399% | |