11/4/2024 | Axxcess Wealth Management LLC | 18,162 | $1.22M | 0.0% | +90.3% | 0.026% | |
11/4/2024 | HTG Investment Advisors Inc. | 224,677 | $15.06M | 7.1% | +11.3% | 0.325% | |
11/4/2024 | FMB Wealth Management | 66,774 | $4.48M | 2.5% | +1.2% | 0.096% | |
11/2/2024 | Transcendent Capital Group LLC | 26,563 | $1.78M | 0.9% | -31.6% | 0.038% | |
11/2/2024 | Austin Asset Management Co Inc | 45,602 | $3.06M | 0.6% | -3.5% | 0.066% | |
11/1/2024 | Cypress Point Wealth Management LLC | 48,103 | $3.22M | 1.3% | +4.4% | 0.070% | |
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11/1/2024 | Executive Wealth Management LLC | 390,808 | $26.20M | 3.3% | N/A | 0.565% | |
11/1/2024 | CWA Asset Management Group LLC | 7,231 | $485K | 0.0% | N/A | 0.010% | |
11/1/2024 | Physician Wealth Solutions Inc. | 98,182 | $6.30M | 3.1% | +1.6% | 0.142% | |
11/1/2024 | Capital Performance Advisors LLP | 10,916 | $732K | 0.2% | +6.1% | 0.016% | |
11/1/2024 | Vista Capital Partners Inc. | 7,934 | $532K | 0.1% | -9.0% | 0.011% | |
10/31/2024 | TFB Advisors LLC | 6,368 | $427K | 0.1% | +3.0% | 0.009% | |
10/31/2024 | Bridgewater Advisors Inc. | 265,562 | $17.11M | 1.8% | +0.3% | 0.384% | |
10/31/2024 | Trademark Financial Management LLC | 13,327 | $893K | 0.7% | -7.0% | 0.019% | |
10/31/2024 | Concurrent Investment Advisors LLC | 170,154 | $11.41M | 0.3% | +16.9% | 0.246% | |
10/30/2024 | Cornerstone Capital Inc. | 13,420 | $900K | 0.1% | +106.9% | 0.019% | |
10/30/2024 | Falcon Wealth Planning | 47,924 | $3.21M | 0.4% | N/A | 0.069% | |
10/30/2024 | Oak Root LLC | 1,516,371 | $101.64M | 12.8% | -1.2% | 2.191% | |
10/30/2024 | Highland Financial Advisors LLC | 310,596 | $20.82M | 7.4% | +4.0% | 0.449% | |
10/30/2024 | Lutz Financial Services LLC | 144,443 | $9.68M | 0.8% | +0.7% | 0.209% | |
10/29/2024 | Forum Financial Management LP | 24,514 | $1.64M | 0.0% | +15.2% | 0.035% | |
10/29/2024 | First National Bank Sioux Falls | 218,863 | $14.67M | 6.7% | +18.4% | 0.316% | |
10/29/2024 | BSW Wealth Partners | 597,099 | $40.02M | 6.0% | +3.8% | 0.863% | |
10/29/2024 | Angeles Wealth Management LLC | 4,744 | $318K | 0.0% | +2,535.6% | 0.007% | |
10/29/2024 | REDW Wealth LLC | 64,790 | $4.34M | 1.1% | -4.9% | 0.094% | |
10/29/2024 | Greenwich Wealth Management LLC | 17,416 | $1.17M | 0.1% | -3.0% | 0.025% | |
10/29/2024 | Visionary Horizons LLC | 8,974 | $602K | 0.4% | +7.2% | 0.013% | |
10/29/2024 | Chicago Partners Investment Group LLC | 82,347 | $5.29M | 0.2% | +3.7% | 0.119% | |
10/29/2024 | Farther Finance Advisors LLC | 43,106 | $2.89M | 0.1% | +3.0% | 0.062% | |
10/28/2024 | Valued Wealth Advisors LLC | 51,794 | $3.47M | 2.3% | +19.2% | 0.075% | |
10/28/2024 | Pacific Life Fund Advisors LLC | 649,011 | $43.50M | 4.3% | +8.4% | 0.938% | |
10/25/2024 | Voisard Asset Management Group Inc. | 615 | $41K | 0.0% | N/A | 0.001% | |
10/25/2024 | First Trust Direct Indexing L.P. | 17,736 | $1.19M | 0.1% | -13.6% | 0.026% | |
10/25/2024 | Fort Vancouver Investment Management LLC | 7,257 | $486K | 0.4% | -31.9% | 0.010% | |
10/25/2024 | SC&H Financial Advisors Inc. | 321,647 | $21.56M | 4.7% | +3.3% | 0.465% | |
10/25/2024 | Gateway Wealth Partners LLC | 128,414 | $8.61M | 2.4% | +2.2% | 0.186% | |
10/24/2024 | Financial Futures Ltd Liability Co. | 57,706 | $3.87M | 2.2% | -34.4% | 0.083% | |
10/24/2024 | TCI Wealth Advisors Inc. | 136,995 | $9.18M | 0.8% | +3.7% | 0.198% | |
10/24/2024 | Family Investment Center Inc. | 284,128 | $19.05M | 4.8% | +60.0% | 0.411% | |
10/24/2024 | PFG Investments LLC | 5,287 | $354K | 0.0% | +23.2% | 0.008% | |
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10/24/2024 | Wealth Enhancement Advisory Services LLC | 4,553,222 | $305.20M | 0.7% | +4.8% | 6.580% | |
10/24/2024 | NorthCrest Asset Manangement LLC | 6,667 | $447K | 0.0% | +11.9% | 0.010% | |
10/23/2024 | Tarbox Family Office Inc. | 301,105 | $20.18M | 3.3% | +3.6% | 0.435% | |
10/23/2024 | Silver Oak Securities Incorporated | 11,940 | $803K | 0.1% | +57.0% | 0.017% | |
10/23/2024 | Nicholson Wealth Management Group LLC | 38,574 | $2.59M | 2.1% | N/A | 0.056% | |
10/23/2024 | Leading Edge Financial Planning LLC | 8,845 | $593K | 0.2% | N/A | 0.013% | |
10/23/2024 | CENTRAL TRUST Co | 53,665 | $3.60M | 0.1% | +2.7% | 0.078% | |
10/23/2024 | Signature Resources Capital Management LLC | 129,126 | $8.66M | 7.9% | -11.8% | 0.187% | |
10/22/2024 | Private Advisor Group LLC | 35,601 | $2.39M | 0.0% | +1.9% | 0.051% | |
10/22/2024 | Symphony Financial Ltd. Co. | 172,922 | $11.62M | 1.9% | +7.0% | 0.250% | |
10/22/2024 | Sequoia Financial Advisors LLC | 93,157 | $6.24M | 0.1% | N/A | 0.135% | |
10/21/2024 | Foundations Investment Advisors LLC | 360,065 | $24.14M | 0.5% | +20.0% | 0.520% | |
10/21/2024 | Trellis Wealth Advisors LLC | 254,560 | $17.06M | 8.5% | +1.1% | 0.368% | |
10/21/2024 | Eaton Cambridge Inc. | 17,583 | $1.18M | 0.6% | -1.6% | 0.025% | |
10/21/2024 | Financial Symmetry Inc | 84,939 | $5.69M | 4.0% | +0.7% | 0.123% | |
10/21/2024 | Cannon Financial Strategists Inc. | 265,991 | $17.83M | 3.1% | +3.7% | 0.384% | |
10/21/2024 | Echo Wealth Management LLC | 164,674 | $10.83M | 7.6% | +12.5% | 0.238% | |
10/19/2024 | Cannon Financial Strategists Inc. | 262,404 | $17.59M | 3.4% | +2.3% | 0.379% | |
10/19/2024 | Hardin Capital Partners LLC | 8,075 | $531K | 0.3% | +41.8% | 0.012% | |
10/19/2024 | Stephens Consulting LLC | 147,509 | $9.89M | 2.5% | +7.1% | 0.213% | |
10/19/2024 | Werba Rubin Papier Wealth Management | 743,671 | $49.85M | 11.7% | +6.0% | 1.075% | |
10/19/2024 | Proathlete Wealth Management LLC | 49,627 | $3.33M | 1.4% | +15.8% | 0.072% | |
10/18/2024 | Waypoint Capital Advisors LLC | 565,040 | $37.88M | 8.1% | -10.0% | 0.817% | |
10/18/2024 | Lam Group Inc. | 26,880 | $1.80M | 1.3% | +28.9% | 0.039% | |
10/18/2024 | Blue Trust Inc. | 4,774 | $297K | 0.0% | -4.8% | 0.007% | |
10/17/2024 | Stratos Wealth Partners LTD. | 167,457 | $11.23M | 0.2% | +4.9% | 0.242% | |
10/17/2024 | LexAurum Advisors LLC | 24,081 | $1.61M | 0.4% | +3.7% | 0.035% | |
10/17/2024 | Vista Investment Partners LLC | 6,098 | $409K | 0.1% | +35.5% | 0.009% | |
10/16/2024 | Greenup Street Wealth Management LLC | 789,670 | $52.93M | 10.9% | +9.8% | 1.141% | |
10/16/2024 | Rockwood Wealth Management LLC | 2,475,811 | $165.95M | 18.3% | +7.4% | 3.578% | |
10/16/2024 | Global Retirement Partners LLC | 9,944 | $667K | 0.0% | +39.3% | 0.014% | |
10/16/2024 | Good Life Advisors LLC | 12,392 | $831K | 0.1% | +23.3% | 0.018% | |
10/16/2024 | Cornerstone Wealth Management LLC | 35,617 | $2.39M | 0.2% | N/A | 0.051% | |
10/16/2024 | Annapolis Financial Services LLC | 358,364 | $24.02M | 7.1% | +15.9% | 0.518% | |
10/16/2024 | Asset Dedication LLC | 4,451 | $298K | 0.0% | -14.1% | 0.006% | |
10/15/2024 | Hutchens & Kramer Investment Management Group LLC | 17,963 | $1.20M | 0.7% | +28.6% | 0.026% | |
10/15/2024 | Magnus Financial Group LLC | 16,904 | $1.13M | 0.1% | -7.5% | 0.024% | |
10/15/2024 | NBC Securities Inc. | 1,471 | $98K | 0.0% | +17.6% | 0.002% | |
10/11/2024 | Creative Planning | 814,258 | $54.58M | 0.1% | -6.8% | 1.177% | |
10/11/2024 | Henrickson Nauta Wealth Advisors Inc. | 232,511 | $15.59M | 6.2% | +0.6% | 0.336% | |
10/11/2024 | Accelerate Investment Advisors LLC | 5,132 | $344K | 0.3% | N/A | 0.007% | |
10/10/2024 | CVA Family Office LLC | 149,074 | $9.99M | 1.6% | +1.2% | 0.215% | |
10/10/2024 | Annex Advisory Services LLC | 5,760,406 | $386.12M | 12.4% | +29.0% | 8.324% | |
10/10/2024 | Level Financial Advisors | 18,320 | $1.23M | 0.5% | +7.7% | 0.026% | |
10/10/2024 | Lion Street Advisors LLC | 15,958 | $1.07M | 0.4% | +6.0% | 0.023% | |
10/10/2024 | Simplicity Wealth LLC | 370,453 | $24.83M | 2.3% | +1,002.3% | 0.535% | |
10/9/2024 | BWM Planning LLC | 121,278 | $8.13M | 3.6% | N/A | 0.175% | |
10/9/2024 | Moisand Fitzgerald Tamayo LLC | 56,138 | $3.76M | 0.5% | -1.7% | 0.081% | |
10/8/2024 | CWM LLC | 548,355 | $36.76M | 0.2% | +35.1% | 0.792% | |
10/8/2024 | Evensky & Katz LLC | 63,624 | $4.27M | 0.3% | +5.8% | 0.092% | |
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10/8/2024 | ShankerValleau Wealth Advisors Inc. | 93,870 | $6.29M | 2.1% | +1.4% | 0.136% | |
10/8/2024 | Brookstone Capital Management | 24,099 | $1.62M | 0.0% | -40.6% | 0.035% | |
10/8/2024 | Anderson Hoagland & Co. | 55,235 | $3.66M | 0.4% | +1.4% | 0.080% | |
10/8/2024 | Evanson Asset Management LLC | 22,211 | $1.49M | 0.1% | -3.4% | 0.032% | |
10/8/2024 | Aprio Wealth Management LLC | 6,210 | $416K | 0.1% | +2.8% | 0.009% | |
10/8/2024 | Versant Capital Management Inc | 653,198 | $43.78M | 10.0% | -3.5% | 0.944% | |
10/8/2024 | Atwood & Palmer Inc. | 649,578 | $43.54M | 3.0% | +7.9% | 0.939% | |
10/8/2024 | Mather Group LLC. | 3,156 | $212K | 0.0% | -23.6% | 0.005% | |
10/7/2024 | Prosperity Planning Inc. | 17,980 | $1.21M | 0.4% | +25.7% | 0.026% | |
10/7/2024 | McLean Asset Management Corp | 93,352 | $6.19M | 1.8% | +6.8% | 0.135% | |