4/17/2024 | White Wing Wealth Management | 120,332 | $5.65M | 4.7% | +9.1% | 0.400% | |
4/17/2024 | Gradient Capital Advisors LLC | 91,703 | $4.31M | 1.6% | +20.9% | 0.305% | |
4/17/2024 | Annapolis Financial Services LLC | 25,707 | $1.21M | 0.4% | -88.8% | 0.085% | |
4/16/2024 | Dixon Fnancial Services Inc. | 6,874 | $323K | 0.2% | +43.5% | 0.023% | |
4/16/2024 | Firethorn Wealth Partners LLC | 13,858 | $652K | 0.4% | -13.6% | 0.046% | |
4/16/2024 | Bridge Advisory LLC | 35,097 | $1.65M | 0.8% | -13.0% | 0.117% | |
|
4/16/2024 | Onyx Financial Advisors LLC | 282,109 | $13.27M | 8.2% | +14.7% | 0.937% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 95,854 | $4.51M | 0.0% | +14.1% | 0.318% | |
4/15/2024 | Disciplined Investments LLC | 36,828 | $1.73M | 0.9% | +26.3% | 0.122% | |
4/15/2024 | Henrickson Nauta Wealth Advisors Inc. | 69,437 | $3.26M | 1.4% | +5.4% | 0.231% | |
4/15/2024 | Great Oak Capital Partners LLC | 246,222 | $11.58M | 5.1% | +41.6% | 0.818% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 188,443 | $8.86M | 0.3% | +6.6% | 0.626% | |
4/12/2024 | Global Trust Asset Management LLC | 4,133 | $194K | 0.1% | -5.0% | 0.014% | |
4/11/2024 | Market Street Wealth Management Advisors LLC | 1,017,050 | $47.84M | 8.4% | +10.5% | 3.379% | |
4/11/2024 | Security Financial Services INC. | 6,826 | $321K | 0.1% | +16.2% | 0.023% | |
4/11/2024 | Signature Resources Capital Management LLC | 230,165 | $10.82M | 10.0% | -3.9% | 0.765% | |
4/11/2024 | City State Bank | 5,000 | $235K | 0.1% | N/A | 0.017% | |
4/11/2024 | Pioneer Wealth Management Group | 108,820 | $5.12M | 2.9% | N/A | 0.362% | |
4/11/2024 | RFG Advisory LLC | 412,706 | $19.41M | 0.7% | +5.0% | 1.371% | |
4/10/2024 | Park Avenue Securities LLC | 266,885 | $12.55M | 0.2% | +0.5% | 0.887% | |
4/10/2024 | Apella Capital LLC | 804,918 | $37.86M | 1.9% | +8.4% | 2.674% | |
4/9/2024 | Collective Family Office LLC | 8,546 | $402K | 0.1% | -38.3% | 0.028% | |
4/9/2024 | Great Waters Wealth Management | 800,080 | $37.64M | 6.2% | +24.1% | 2.658% | |
4/9/2024 | Mather Group LLC. | 1,504 | $71K | 0.0% | N/A | 0.005% | |
4/2/2024 | Peirce Capital Management LLC | 164,774 | $7.75M | 4.3% | +23.7% | 0.547% | |
3/20/2024 | Family Wealth Partners LLC | 62,621 | $2.94M | 2.3% | N/A | 0.208% | |
2/29/2024 | Tortoise Investment Management LLC | 118,156 | $5.56M | 0.8% | -1.9% | 0.393% | |
2/28/2024 | Forthright Family Wealth Advisory LLC | 14,771 | $694K | 0.5% | N/A | 0.049% | |
2/28/2024 | EP Wealth Advisors LLC | 4,107 | $193K | 0.0% | N/A | 0.014% | |
2/28/2024 | Abel Hall LLC | 7,826 | $368K | 0.3% | N/A | 0.026% | |
2/27/2024 | Beaird Harris Wealth Management LLC | 2,037,607 | $95.79M | 10.1% | +16.9% | 6.769% | |
2/26/2024 | Great Oak Capital Partners LLC | 173,832 | $8.17M | 4.4% | N/A | 0.578% | |
2/23/2024 | Chicago Partners Investment Group LLC | 82,505 | $3.87M | 0.2% | +38.3% | 0.274% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 80,127 | $3.77M | 0.0% | +24.8% | 0.266% | |
2/15/2024 | Townsquare Capital LLC | 17,565 | $826K | 0.0% | +17.6% | 0.058% | |
2/15/2024 | Nwam LLC | 13,588 | $639K | 0.1% | +21.7% | 0.045% | |
2/15/2024 | Buckingham Strategic Partners LLC | 553,100 | $26.00M | 1.2% | +118.5% | 1.838% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 934,771 | $43.94M | 0.5% | +453.5% | 3.106% | |
2/14/2024 | Royal Bank of Canada | 52,367 | $2.46M | 0.0% | +37.6% | 0.174% | |
2/14/2024 | Pathstone Holdings LLC | 27,403 | $1.29M | 0.0% | N/A | 0.091% | |
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2/14/2024 | Waverly Advisors LLC | 412,765 | $19.40M | 0.7% | -21.4% | 1.371% | |
2/14/2024 | Kestra Advisory Services LLC | 18,446 | $867K | 0.0% | +85.5% | 0.061% | |
2/14/2024 | Northwest Wealth Management LLC | 10,751 | $505K | 0.2% | +62.7% | 0.036% | |
2/14/2024 | Elevate Wealth Advisory Inc. | 20,885 | $982K | 0.9% | N/A | 0.069% | |
2/14/2024 | Keyes Stange & Wooten Wealth Management LLC | 12,308 | $579K | 0.6% | N/A | 0.041% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 53,272 | $2.50M | 2.4% | N/A | 0.177% | |
2/14/2024 | CFS Investment Advisory Services LLC | 160,141 | $7.53M | 1.4% | +3.2% | 0.532% | |
2/13/2024 | Client 1ST Advisory Group LLC | 209,354 | $9.84M | 4.8% | +54.8% | 0.696% | |
2/13/2024 | Envestnet Asset Management Inc. | 719,316 | $33.82M | 0.0% | +4.3% | 2.390% | |
2/13/2024 | Cetera Advisor Networks LLC | 7,476 | $351K | 0.0% | N/A | 0.025% | |
2/13/2024 | Essential Planning LLC. | 53,193 | $2.50M | 1.3% | +25.0% | 0.177% | |
2/13/2024 | Legacy Financial Group Inc. | 274,910 | $12.92M | 5.6% | +7.4% | 0.913% | |
2/12/2024 | American Investment Services Inc. | 18,014 | $847K | 0.2% | +97.1% | 0.060% | |
2/12/2024 | WorthPointe LLC | 6,368 | $299K | 0.2% | +7.9% | 0.021% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 35,246 | $1.66M | 0.0% | +14.0% | 0.117% | |
2/9/2024 | Orion Portfolio Solutions LLC | 61,268 | $2.87M | 0.0% | -26.4% | 0.204% | |
2/9/2024 | BCU Wealth Advisors LLC | 134,654 | $6.33M | 6.9% | N/A | 0.447% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 37,574 | $1.77M | 0.0% | -27.4% | 0.125% | |
2/9/2024 | Tillman Hartley LLC | 143,402 | $6.74M | 2.5% | +5.2% | 0.476% | |
2/9/2024 | EverSource Wealth Advisors LLC | 38,433 | $1.81M | 0.2% | +7.3% | 0.128% | |
2/9/2024 | AWM Capital LLC | 97,386 | $4.58M | 0.8% | +0.7% | 0.324% | |
2/9/2024 | Assetmark Inc. | 837,526 | $39.37M | 0.1% | -2.2% | 2.782% | |
2/9/2024 | Corient Private Wealth LLC | 143,410 | $6.74M | 0.0% | +1,156.9% | 0.476% | |
2/8/2024 | Quarry Hill Advisors LLC | 22,880 | $1.08M | 0.9% | +7.7% | 0.076% | |
2/8/2024 | Tortoise Investment Management LLC | 120,221 | $5.66M | 0.7% | -0.2% | 0.399% | |
2/8/2024 | Beacon Pointe Advisors LLC | 50,867 | $2.39M | 0.0% | +44.9% | 0.169% | |
2/8/2024 | RCS Financial Planning LLC | 224,738 | $10.57M | 6.9% | -15.1% | 0.747% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 47,483 | $2.23M | 0.0% | +1.1% | 0.158% | |
2/7/2024 | One Degree Advisors Inc | 4,293 | $202K | 0.1% | N/A | 0.014% | |
2/7/2024 | Acorn Wealth Advisors LLC | 57,925 | $2.72M | 1.6% | +10.9% | 0.192% | |
2/7/2024 | Shore Point Advisors LLC | 26,398 | $1.24M | 0.8% | +7.7% | 0.088% | |
2/7/2024 | Principal Securities Inc. | 2,175 | $102K | 0.0% | N/A | 0.007% | |
2/7/2024 | FinDec Wealth Services Inc. | 124,538 | $5.86M | 3.9% | +2.6% | 0.414% | |
2/6/2024 | Apollon Wealth Management LLC | 45,500 | $2.14M | 0.1% | +8.3% | 0.151% | |
2/6/2024 | Lincoln National Corp | 40,043 | $1.88M | 0.0% | +11.1% | 0.133% | |
2/6/2024 | Private Advisor Group LLC | 47,961 | $2.26M | 0.0% | +31.8% | 0.159% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 5,771 | $271K | 0.0% | N/A | 0.019% | |
2/6/2024 | Spire Wealth Management | 7,028 | $330K | 0.0% | +5.6% | 0.023% | |
2/6/2024 | Claris Advisors LLC MO | 8,242 | $387K | 0.2% | N/A | 0.027% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 225,047 | $10.58M | 0.5% | -48.2% | 0.748% | |
2/6/2024 | Axxcess Wealth Management LLC | 10,613 | $499K | 0.0% | N/A | 0.035% | |
2/6/2024 | Signature Resources Capital Management LLC | 239,386 | $11.25M | 10.3% | N/A | 0.795% | |
2/6/2024 | Commonwealth Equity Services LLC | 755,776 | $35.53M | 0.1% | +35.2% | 2.511% | |
2/6/2024 | Concord Wealth Partners | 152,646 | $7.18M | 1.4% | N/A | 0.507% | |
2/6/2024 | DiNuzzo Private Wealth Inc. | 1,996,592 | $93.86M | 13.3% | N/A | 6.633% | |
2/5/2024 | Savant Capital LLC | 633,428 | $29.78M | 0.4% | +57.1% | 2.104% | |
2/2/2024 | Truist Financial Corp | 57,001 | $2.68M | 0.0% | -27.0% | 0.189% | |
2/2/2024 | Rather & Kittrell Inc. | 421,864 | $19.83M | 6.9% | +14.7% | 1.402% | |
2/1/2024 | SC&H Financial Advisors Inc. | 122,700 | $5.77M | 1.7% | +39.3% | 0.408% | |
2/1/2024 | Aspire Private Capital LLC | 2,203 | $104K | 0.0% | -45.3% | 0.007% | |
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2/1/2024 | Heritage Investment Group Inc. | 110,413 | $5.19M | 1.2% | +5.0% | 0.367% | |
2/1/2024 | CWM LLC | 1,799 | $85K | 0.0% | +259.8% | 0.006% | |
2/1/2024 | Gradient Capital Advisors LLC | 75,854 | $3.57M | 1.4% | -2.5% | 0.252% | |
2/1/2024 | Annapolis Financial Services LLC | 228,915 | $10.76M | 2.7% | +1.9% | 0.761% | |
1/31/2024 | Grunden Financial Advisory Inc. | 431,220 | $20.27M | 11.4% | N/A | 1.433% | |
1/30/2024 | Peirce Capital Management LLC | 133,184 | $6.26M | 3.8% | N/A | 0.442% | |
1/30/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 9,731 | $457K | 0.1% | +12.8% | 0.032% | |
1/30/2024 | Market Street Wealth Management Advisors LLC | 920,653 | $43.28M | 9.1% | +2,915.9% | 3.059% | |
1/30/2024 | Root Financial Partners LLC | 173,765 | $8.17M | 3.1% | +32.0% | 0.577% | |
1/30/2024 | Kooman & Associates | 124,467 | $5.85M | 2.6% | -5.4% | 0.414% | |