11/1/2024 | Capital Performance Advisors LLP | 721 | $38K | 0.0% | N/A | 0.008% | |
10/31/2024 | TFB Advisors LLC | 10,888 | $568K | 0.2% | +19.8% | 0.115% | |
10/29/2024 | BSW Wealth Partners | 184,663 | $9.63M | 1.4% | +4.0% | 1.948% | |
10/29/2024 | Symmetry Partners LLC | 32,357 | $1.69M | 0.4% | N/A | 0.341% | |
10/29/2024 | Oceanside Advisors LLC | 82,603 | $4.31M | 3.2% | +2.7% | 0.871% | |
10/28/2024 | Austin Wealth Management LLC | 100,164 | $5.22M | 1.1% | +14.1% | 1.057% | |
|
10/25/2024 | Strategic Blueprint LLC | 41,073 | $2.14M | 0.1% | +4.9% | 0.433% | |
10/24/2024 | Greenspring Advisors LLC | 17,208 | $897K | 0.2% | +51.8% | 0.182% | |
10/23/2024 | Northland Capital Management LLC | 65,756 | $3.43M | 2.0% | +2.3% | 0.694% | |
10/22/2024 | Guidance Capital Inc. | 5,266 | $271K | 0.1% | +10.5% | 0.056% | |
10/22/2024 | Private Advisor Group LLC | 101,990 | $5.32M | 0.0% | +67.8% | 1.076% | |
10/21/2024 | Bayshore Asset Management LLC | 92,851 | $4.84M | 2.2% | +1.5% | 0.979% | |
10/19/2024 | Werba Rubin Papier Wealth Management | 9,619 | $502K | 0.1% | N/A | 0.101% | |
10/18/2024 | Fortress Wealth Management Inc. | 63,452 | $3.31M | 1.7% | N/A | 0.669% | |
10/18/2024 | Lam Group Inc. | 17,255 | $900K | 0.6% | +54.7% | 0.182% | |
10/16/2024 | Good Life Advisors LLC | 9,749 | $508K | 0.0% | +8.6% | 0.103% | |
10/11/2024 | Creative Planning | 52,101 | $2.72M | 0.0% | -6.9% | 0.550% | |
10/10/2024 | Gibson Capital LLC | 4,635 | $242K | 0.0% | N/A | 0.049% | |
10/8/2024 | Anderson Hoagland & Co. | 154,999 | $8.16M | 0.8% | -0.1% | 1.635% | |
10/8/2024 | Versant Capital Management Inc | 11,370 | $593K | 0.1% | +6.7% | 0.120% | |
8/16/2024 | Creative Planning | 55,935 | $2.73M | 0.0% | -2.7% | 0.590% | |
8/13/2024 | Merriman Wealth Management LLC | 759,893 | $37.05M | 1.6% | +3.3% | 8.016% | |
8/13/2024 | Callan Capital LLC | 41,485 | $2.02M | 0.2% | +2.3% | 0.438% | |
8/10/2024 | Axxcess Wealth Management LLC | 13,538 | $660K | 0.0% | N/A | 0.143% | |
8/8/2024 | Envestnet Asset Management Inc. | 47,466 | $2.31M | 0.0% | +7.8% | 0.501% | |
8/8/2024 | American Century Companies Inc. | 529,219 | $25.80M | 0.0% | +15.4% | 5.582% | |
8/6/2024 | Asset Dedication LLC | 24,961 | $1.22M | 0.1% | +3.0% | 0.263% | |
8/6/2024 | Fidelity D & D Bancorp Inc. | 73,909 | $3.60M | 2.7% | +0.8% | 0.780% | |
8/5/2024 | Private Advisor Group LLC | 60,775 | $2.96M | 0.0% | +45.3% | 0.641% | |
8/2/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 96,628 | $4.71M | 1.3% | +4.6% | 1.019% | |
8/2/2024 | Tortoise Investment Management LLC | 54,863 | $2.68M | 0.3% | +5.1% | 0.579% | |
8/1/2024 | Mraz Amerine & Associates Inc. | 18,091 | $882K | 0.2% | -1.2% | 0.191% | |
8/1/2024 | Guidance Capital Inc. | 4,766 | $234K | 0.1% | N/A | 0.050% | |
7/31/2024 | Cascade Financial Partners LLC | 49,464 | $2.41M | 0.3% | +40.9% | 0.522% | |
7/31/2024 | Austin Wealth Management LLC | 87,798 | $4.41M | 1.0% | +6.2% | 0.926% | |
7/31/2024 | Commonwealth Equity Services LLC | 17,333 | $845K | 0.0% | -9.9% | 0.183% | |
7/29/2024 | Armbruster Capital Management Inc. | 301,726 | $14.71M | 3.1% | +3.0% | 3.183% | |
7/27/2024 | Strategic Blueprint LLC | 39,159 | $1.91M | 0.1% | +2.4% | 0.413% | |
7/26/2024 | Breakwater Capital Group | 14,474 | $706K | 0.2% | +14.4% | 0.153% | |
7/26/2024 | Oceanside Advisors LLC | 80,414 | $3.92M | 3.2% | +1.2% | 0.848% | |
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7/24/2024 | Allegiance Financial Group Advisory Services LLC | 107,209 | $5.23M | 2.0% | +11.7% | 1.131% | |
7/24/2024 | Meredith Wealth Planning | 213,202 | $10.39M | 5.4% | +1.4% | 2.249% | |
7/23/2024 | All Season Financial Advisors Inc. | 14,554 | $709K | 0.6% | +17.8% | 0.154% | |
7/22/2024 | Enzi Wealth | 86,026 | $4.29M | 1.9% | +15.3% | 0.907% | |
7/19/2024 | Greenspring Advisors LLC | 11,339 | $553K | 0.1% | +9.7% | 0.120% | |
7/16/2024 | Apeiron RIA LLC | 73,640 | $3.59M | 1.1% | +22.1% | 0.777% | |
7/10/2024 | Anderson Hoagland & Co. | 155,210 | $7.70M | 0.8% | -9.4% | 1.637% | |
7/8/2024 | Versant Capital Management Inc | 10,652 | $519K | 0.1% | -11.5% | 0.112% | |
5/23/2024 | Austin Wealth Management LLC | 82,693 | $4.14M | 1.0% | +18.5% | 0.872% | |
5/16/2024 | Waverly Advisors LLC | 21,276 | $1.01M | 0.0% | -5.7% | 0.224% | |
5/15/2024 | CoreFirst Bank & Trust | 11,872 | $563K | 0.4% | +131.2% | 0.125% | |
5/9/2024 | MB Generational Wealth LLC | 81,239 | $3.85M | 3.5% | +25.7% | 0.857% | |
5/4/2024 | PrairieView Partners LLC | 11,392 | $540K | 0.1% | -1.9% | 0.120% | |
5/3/2024 | Callan Capital LLC | 40,559 | $1.92M | 0.2% | +2.8% | 0.428% | |
5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 92,389 | $4.38M | 1.2% | N/A | 0.975% | |
4/30/2024 | Private Advisor Group LLC | 41,831 | $1.98M | 0.0% | +109.5% | 0.441% | |
4/30/2024 | Perigon Wealth Management LLC | 100,995 | $4.79M | 0.1% | N/A | 1.065% | |
4/30/2024 | Commonwealth Equity Services LLC | 19,246 | $912K | 0.0% | +12.5% | 0.203% | |
4/29/2024 | FAS Wealth Partners Inc. | 1,627 | $77K | 0.0% | N/A | 0.017% | |
4/25/2024 | Capital Investment Advisory Services LLC | 10,324 | $489K | 0.1% | +9.5% | 0.109% | |
4/24/2024 | Oceanside Advisors LLC | 79,498 | $3.77M | 3.1% | +4.4% | 0.839% | |
4/24/2024 | Greenspring Advisors LLC | 10,341 | $490K | 0.1% | +132.4% | 0.109% | |
4/23/2024 | Meredith Wealth Planning | 210,358 | $9.97M | 5.6% | +3.4% | 2.219% | |
4/23/2024 | BSW Wealth Partners | 121,496 | $5.76M | 1.0% | +2,135.4% | 1.282% | |
4/23/2024 | Strategic Blueprint LLC | 38,236 | $1.81M | 0.1% | +2.2% | 0.403% | |
4/19/2024 | Northland Capital Management LLC | 46,274 | $2.19M | 1.5% | +1.3% | 0.488% | |
4/18/2024 | Breakwater Capital Group | 12,655 | $600K | 0.2% | +42.1% | 0.133% | |
4/16/2024 | Fidelity D & D Bancorp Inc. | 73,330 | $3.48M | 2.6% | +9.8% | 0.774% | |
4/16/2024 | Enzi Wealth | 74,629 | $3.49M | 1.6% | +44.8% | 1.159% | |
4/12/2024 | Anderson Hoagland & Co. | 171,261 | $8.17M | 0.9% | -16.2% | 2.659% | |
4/5/2024 | Lam Group Inc. | 12,265 | $581K | 0.5% | +153.1% | 0.190% | |
3/18/2024 | CoreFirst Bank & Trust | 5,135 | $236K | 0.2% | +220.9% | 0.080% | |
2/29/2024 | Tortoise Investment Management LLC | 48,117 | $2.21M | 0.3% | +6.8% | 0.747% | |
2/27/2024 | Beaird Harris Wealth Management LLC | 1,025 | $47K | 0.0% | N/A | 0.016% | |
2/21/2024 | Austin Wealth Management LLC | 69,801 | $3.25M | 0.9% | +82.4% | 1.084% | |
2/14/2024 | True Wealth Design LLC | 3,464 | $159K | 0.0% | -33.7% | 0.054% | |
2/14/2024 | Enzi Wealth | 51,527 | $2.32M | 1.1% | N/A | 0.800% | |
2/9/2024 | BlackDiamond Wealth Management LLC | 5,877 | $266K | 0.2% | N/A | 0.091% | |
2/9/2024 | Balboa Wealth Partners | 5,493 | $253K | 0.1% | -8.6% | 0.085% | |
2/9/2024 | Corient Private Wealth LLC | 93,169 | $4.28M | 0.0% | -5.2% | 1.447% | |
2/9/2024 | Bayshore Asset Management LLC | 85,507 | $3.93M | 2.1% | +5.0% | 1.328% | |
2/8/2024 | Tortoise Investment Management LLC | 49,984 | $2.31M | 0.3% | +10.9% | 0.776% | |
2/8/2024 | MB Generational Wealth LLC | 64,609 | $2.97M | 2.8% | N/A | 1.003% | |
2/6/2024 | Private Advisor Group LLC | 19,964 | $918K | 0.0% | N/A | 0.310% | |
2/2/2024 | Red Lighthouse Investment Management LLC | 212,507 | $9.77M | 4.1% | +2.6% | 3.300% | |
2/2/2024 | Callan Capital LLC | 39,472 | $1.82M | 0.2% | N/A | 0.613% | |
2/1/2024 | Armbruster Capital Management Inc. | 284,575 | $13.08M | 3.0% | +8.0% | 4.419% | |
2/1/2024 | Capital Investment Advisory Services LLC | 9,432 | $434K | 0.0% | +51.0% | 0.146% | |
1/31/2024 | Mraz Amerine & Associates Inc. | 18,816 | $865K | 0.2% | -4.6% | 0.292% | |
1/30/2024 | Lam Group Inc. | 4,845 | $223K | 0.2% | +32.0% | 0.075% | |
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1/26/2024 | Capasso Planning Partners LLC | 4,448 | $204K | 0.1% | N/A | 0.069% | |
1/25/2024 | Meredith Wealth Planning | 203,395 | $9.35M | 5.8% | -14.3% | 3.158% | |
1/25/2024 | Strategic Blueprint LLC | 37,427 | $1.72M | 0.1% | +3.2% | 0.581% | |
1/25/2024 | BSW Wealth Partners | 5,435 | $250K | 0.0% | N/A | 0.084% | |
1/24/2024 | Northland Capital Management LLC | 45,672 | $2.10M | 1.4% | +0.6% | 0.709% | |
1/24/2024 | Private Trust Co. NA | 706 | $32K | 0.0% | N/A | 0.011% | |
1/24/2024 | Breakwater Capital Group | 8,905 | $389K | 0.1% | N/A | 0.138% | |
1/24/2024 | All Season Financial Advisors Inc. | 10,961 | $504K | 0.4% | +33.1% | 0.170% | |
1/23/2024 | WealthShield Partners LLC | 4,539 | $209K | 0.0% | -31.6% | 0.070% | |
1/22/2024 | Allegiance Financial Group Advisory Services LLC | 82,451 | $3.79M | 1.8% | +20.4% | 1.280% | |