11/4/2024 | VeraBank N.A. | 371,972 | $10.47M | 3.1% | +2.3% | 0.166% | |
11/4/2024 | HTG Investment Advisors Inc. | 578,536 | $16.28M | 7.7% | +7.0% | 0.259% | |
11/4/2024 | Liberty Wealth Management LLC | 497,229 | $13.99M | 2.4% | -45.9% | 0.222% | |
11/4/2024 | FMB Wealth Management | 114,955 | $3.24M | 1.8% | +49.3% | 0.051% | |
11/1/2024 | Tillman Hartley LLC | 390,262 | $10.98M | 3.3% | -1.1% | 0.174% | |
11/1/2024 | Cypress Point Wealth Management LLC | 362,494 | $10.20M | 4.0% | +11.7% | 0.162% | |
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11/1/2024 | Rather & Kittrell Inc. | 1,557,903 | $43.84M | 10.7% | +8.3% | 0.696% | |
11/1/2024 | Rockbridge Investment Management LCC | 1,314,493 | $36.99M | 4.8% | +82.2% | 0.587% | |
11/1/2024 | Physician Wealth Solutions Inc. | 323,282 | $8.69M | 4.2% | +18.7% | 0.144% | |
11/1/2024 | Capital Performance Advisors LLP | 1,279 | $36K | 0.0% | N/A | 0.001% | |
10/31/2024 | Bridgewater Advisors Inc. | 2,214,111 | $59.70M | 6.2% | +2.2% | 0.989% | |
10/31/2024 | American Capital Advisory LLC | 255,403 | $7.19M | 4.2% | +10.7% | 0.114% | |
10/31/2024 | Gordian Advisors LLC | 59,113 | $1.66M | 1.3% | +49.7% | 0.026% | |
10/30/2024 | Beacon Financial Advisory LLC | 26,168 | $736K | 0.3% | -4.6% | 0.012% | |
10/30/2024 | Catalyst Capital Advisors LLC | 1,637,357 | $46.08M | 1.0% | +0.2% | 0.732% | |
10/30/2024 | Lutz Financial Services LLC | 593,052 | $16.69M | 1.4% | +3.5% | 0.265% | |
10/29/2024 | Forum Financial Management LP | 15,774,309 | $443.89M | 7.4% | +3.4% | 7.048% | |
10/29/2024 | Private Wealth Management Group LLC | 605,386 | $17.04M | 6.7% | +1.7% | 0.271% | |
10/29/2024 | Angeles Wealth Management LLC | 22,548 | $635K | 0.1% | -31.2% | 0.010% | |
10/29/2024 | Pure Financial Advisors LLC | 64,021 | $1.80M | 0.0% | -1.1% | 0.029% | |
10/29/2024 | Symmetry Partners LLC | 311,014 | $8.75M | 2.1% | N/A | 0.139% | |
10/29/2024 | Visionary Horizons LLC | 10,465 | $294K | 0.2% | +34.6% | 0.005% | |
10/29/2024 | Chicago Partners Investment Group LLC | 436,570 | $11.74M | 0.4% | +1.4% | 0.195% | |
10/29/2024 | Farther Finance Advisors LLC | 210,492 | $5.92M | 0.2% | +57.4% | 0.094% | |
10/28/2024 | Penobscot Wealth Management | 192,467 | $5.42M | 2.9% | +8.7% | 0.086% | |
10/28/2024 | Austin Wealth Management LLC | 759,381 | $21.02M | 4.6% | -0.3% | 0.339% | |
10/25/2024 | Fort Vancouver Investment Management LLC | 3,954 | $111K | 0.1% | N/A | 0.002% | |
10/25/2024 | Your Advocates Ltd. LLP | 1,190,452 | $33.50M | 13.2% | +2.9% | 0.532% | |
10/25/2024 | PBMares Wealth Management LLC | 53,908 | $1.52M | 0.3% | -85.3% | 0.024% | |
10/25/2024 | Strategic Blueprint LLC | 15,148 | $426K | 0.0% | N/A | 0.007% | |
10/25/2024 | SC&H Financial Advisors Inc. | 705,223 | $19.85M | 4.3% | +10.4% | 0.315% | |
10/25/2024 | Quarry Hill Advisors LLC | 349,480 | $9.83M | 6.6% | -13.1% | 0.156% | |
10/25/2024 | Barry Investment Advisors LLC | 24,721 | $696K | 0.2% | +3.8% | 0.011% | |
10/24/2024 | Gemmer Asset Management LLC | 426,770 | $12.01M | 1.2% | -3.8% | 0.191% | |
10/24/2024 | Greenspring Advisors LLC | 608,854 | $17.13M | 3.7% | +8.5% | 0.272% | |
10/24/2024 | Kooman & Associates | 1,408,604 | $39.64M | 14.6% | +5.4% | 0.629% | |
10/24/2024 | Modera Wealth Management LLC | 34,117 | $960K | 0.0% | -6.8% | 0.015% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 169,442 | $4.77M | 0.0% | +7.1% | 0.076% | |
10/24/2024 | Sageworth Trust Co | 659,187 | $18.55M | 1.1% | +5.4% | 0.295% | |
10/24/2024 | Sageworth Trust Co of South Dakota | 105,483 | $2.97M | 3.8% | +7.5% | 0.047% | |
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10/23/2024 | Allworth Financial LP | 76,954 | $2.17M | 0.0% | -3.3% | 0.034% | |
10/23/2024 | North Ridge Wealth Advisors Inc. | 300,184 | $8.45M | 5.7% | +5.6% | 0.134% | |
10/23/2024 | Silver Oak Securities Incorporated | 16,513 | $466K | 0.0% | +18.7% | 0.007% | |
10/23/2024 | Leading Edge Financial Planning LLC | 1,407,573 | $39.61M | 13.3% | +14.6% | 0.629% | |
10/23/2024 | Global Trust Asset Management LLC | 4,000 | $113K | 0.0% | +29.0% | 0.002% | |
10/23/2024 | Signature Resources Capital Management LLC | 330,558 | $9.30M | 8.5% | -23.9% | 0.148% | |
10/23/2024 | JMG Financial Group Ltd. | 2,863,333 | $80.57M | 2.8% | +15.0% | 1.279% | |
10/23/2024 | Brighton Jones LLC | 1,496,947 | $42.12M | 1.6% | +4.2% | 0.669% | |
10/22/2024 | Sprinkle Financial Consultants LLC | 55,090 | $1.55M | 1.1% | +13.3% | 0.025% | |
10/22/2024 | Ruedi Wealth Management Inc. | 352,635 | $9.92M | 3.4% | +9.2% | 0.158% | |
10/22/2024 | Private Advisor Group LLC | 41,021 | $1.15M | 0.0% | -1.9% | 0.018% | |
10/22/2024 | RCS Financial Planning LLC | 413,595 | $11.64M | 6.5% | +1.2% | 0.185% | |
10/21/2024 | Mattern Wealth Management LLC | 622,239 | $17.51M | 3.9% | +101.2% | 0.278% | |
10/21/2024 | Foundations Investment Advisors LLC | 52,575 | $1.48M | 0.0% | +25.1% | 0.023% | |
10/21/2024 | Eaton Cambridge Inc. | 946,216 | $26.63M | 12.6% | +2.9% | 0.423% | |
10/21/2024 | Financial Symmetry Inc | 121,805 | $3.43M | 2.4% | +6.4% | 0.054% | |
10/21/2024 | Mills Wealth Advisors LLC | 302,024 | $8.50M | 5.9% | +9.1% | 0.135% | |
10/21/2024 | Cannon Financial Strategists Inc. | 3,129,453 | $88.06M | 15.3% | +2.0% | 1.398% | |
10/19/2024 | One Degree Advisors Inc | 449,618 | $12.69M | 5.3% | +6.4% | 0.201% | |
10/19/2024 | Cannon Financial Strategists Inc. | 2,616,005 | $73.61M | 14.3% | -14.8% | 1.169% | |
10/19/2024 | Werba Rubin Papier Wealth Management | 23,805 | $670K | 0.2% | +24.2% | 0.011% | |
10/18/2024 | Waypoint Capital Advisors LLC | 539,274 | $15.18M | 3.2% | +2.4% | 0.241% | |
10/18/2024 | Commonwealth Equity Services LLC | 1,228,362 | $34.57M | 0.1% | -2.8% | 0.549% | |
10/18/2024 | Vannoy Advisory Group Inc. | 624,807 | $17.58M | 12.8% | +0.5% | 0.279% | |
10/18/2024 | Alpha Financial Advisors LLC | 1,017,794 | $28.64M | 12.7% | +5.3% | 0.455% | |
10/18/2024 | Schubert & Co | 77,532 | $2.18M | 1.6% | +30.7% | 0.035% | |
10/17/2024 | Sax Wealth Advisors LLC | 19,357 | $545K | 0.0% | +4.3% | 0.009% | |
10/17/2024 | DiNuzzo Private Wealth Inc. | 1,465,187 | $41.23M | 5.1% | +0.5% | 0.655% | |
10/16/2024 | Rockwood Wealth Management LLC | 1,380,535 | $38.85M | 4.3% | +7.6% | 0.617% | |
10/16/2024 | Quad Cities Investment Group LLC | 32,476 | $914K | 0.5% | -2.2% | 0.015% | |
10/16/2024 | Summit Financial Strategies Inc. | 3,626,158 | $102.04M | 11.5% | +2.7% | 1.620% | |
10/16/2024 | Sensible Money LLC | 280,092 | $7.88M | 3.4% | +41.8% | 0.125% | |
10/16/2024 | Market Street Wealth Management Advisors LLC | 812,378 | $22.86M | 3.8% | +2.3% | 0.363% | |
10/16/2024 | Firethorn Wealth Partners LLC | 83,826 | $2.36M | 1.2% | +5.1% | 0.037% | |
10/16/2024 | Asset Dedication LLC | 1,771,717 | $49.86M | 3.4% | +20.2% | 0.792% | |
10/16/2024 | Acorn Creek Capital LLC | 527,504 | $14.84M | 7.9% | +9.0% | 0.236% | |
10/15/2024 | Hutchens & Kramer Investment Management Group LLC | 351,542 | $9.84M | 5.5% | +57.0% | 0.157% | |
10/15/2024 | Ullmann Wealth Partners Group LLC | 1,223,782 | $34.44M | 4.5% | +2.2% | 0.547% | |
10/15/2024 | von Borstel & Associates Inc. | 655,115 | $18.43M | 10.4% | N/A | 0.293% | |
10/15/2024 | Mustard Seed Financial LLC | 21,890 | $616K | 0.5% | -2.6% | 0.010% | |
10/11/2024 | Creative Planning | 480,303 | $13.52M | 0.0% | +2.9% | 0.215% | |
10/11/2024 | Henrickson Nauta Wealth Advisors Inc. | 541,238 | $15.23M | 6.0% | +4.4% | 0.242% | |
10/10/2024 | Lion Street Advisors LLC | 12,186 | $343K | 0.1% | N/A | 0.005% | |
10/10/2024 | Simplicity Wealth LLC | 127,244 | $3.58M | 0.3% | -74.4% | 0.057% | |
10/9/2024 | Moisand Fitzgerald Tamayo LLC | 156,202 | $4.40M | 0.6% | -3.0% | 0.070% | |
10/9/2024 | GEM Asset Management LLC | 42,729 | $1.18M | 0.7% | +44.7% | 0.019% | |
10/9/2024 | Peirce Capital Management LLC | 79,594 | $2.24M | 1.1% | -0.6% | 0.036% | |
10/9/2024 | Grunden Financial Advisory Inc. | 63,863 | $1.80M | 0.9% | +3.0% | 0.029% | |
10/8/2024 | CWM LLC | 6,072 | $171K | 0.0% | -68.7% | 0.003% | |
10/8/2024 | Evensky & Katz LLC | 5,900,619 | $166.04M | 10.8% | +2.7% | 2.637% | |
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10/8/2024 | Great Oak Capital Partners LLC | 19,833 | $553K | 0.2% | -10.0% | 0.009% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 559,644 | $15.75M | 1.3% | +256.5% | 0.250% | |
10/8/2024 | Helen Stephens Group LLC | 992,683 | $27.93M | 8.5% | +17.6% | 0.444% | |
10/8/2024 | Hoxton Planning & Management LLC | 45,935 | $1.29M | 0.5% | N/A | 0.021% | |
10/8/2024 | Stordahl Capital Management Inc. | 1,313,110 | $36.77M | 8.7% | +1.2% | 0.587% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 49,422 | $1.39M | 0.0% | +11.9% | 0.022% | |
10/8/2024 | Evanson Asset Management LLC | 657,753 | $18.51M | 1.3% | -4.8% | 0.294% | |
10/8/2024 | Versant Capital Management Inc | 375,456 | $10.57M | 2.4% | +54.8% | 0.168% | |
10/7/2024 | Hurlow Wealth Management Group Inc. | 214,581 | $6.04M | 1.9% | +38.5% | 0.096% | |
10/7/2024 | LifeGuide Financial Advisors LLC | 350,065 | $9.85M | 4.2% | +9.7% | 0.156% | |