11/15/2024 | LRI Investments LLC | 1,243 | $93K | 0.0% | N/A | 0.025% | |
11/15/2024 | Jane Street Group LLC | 4,481 | $331K | 0.0% | N/A | 0.089% | |
11/8/2024 | Yardley Wealth Management LLC | 20,484 | $1.51M | 0.9% | N/A | 0.405% | |
11/8/2024 | BIP Wealth LLC | 24,678 | $1.82M | 0.1% | +76.8% | 0.488% | |
11/6/2024 | WESPAC Advisors SoCal LLC | 4,028 | $298K | 0.1% | +6.4% | 0.080% | |
11/6/2024 | Paragon Advisors LLC | 155,680 | $11.50M | 3.7% | -9.8% | 3.077% | |
|
11/6/2024 | Vawter Financial Ltd. | 2,940 | $217K | 0.1% | N/A | 0.058% | |
11/6/2024 | Wealthstream Advisors Inc. | 122,081 | $9.02M | 1.6% | +5.2% | 2.413% | |
11/5/2024 | Northwest Wealth Management LLC | 3,687 | $272K | 0.1% | -14.6% | 0.073% | |
10/30/2024 | Foster & Motley Inc. | 4,209 | $311K | 0.0% | +22.9% | 0.083% | |
10/29/2024 | Creative Capital Management Investments LLC | 4,506 | $333K | 0.1% | +8.5% | 0.089% | |
10/29/2024 | Oceanside Advisors LLC | 13,116 | $969K | 0.7% | +5.5% | 0.259% | |
10/28/2024 | Austin Wealth Management LLC | 12,228 | $895K | 0.2% | +52.3% | 0.242% | |
10/25/2024 | Intelligent Financial Strategies | 70,436 | $5.20M | 2.9% | -2.0% | 1.392% | |
10/25/2024 | SC&H Financial Advisors Inc. | 22,543 | $1.67M | 0.4% | +3.9% | 0.446% | |
10/24/2024 | TCI Wealth Advisors Inc. | 5,143 | $380K | 0.0% | N/A | 0.102% | |
10/23/2024 | Index Fund Advisors Inc. | 61,105 | $4.51M | 0.2% | +1.9% | 1.208% | |
10/22/2024 | Sprinkle Financial Consultants LLC | 55,708 | $4.12M | 2.9% | +1.0% | 1.101% | |
10/21/2024 | Integrity Wealth Solutions LLC | 7,167 | $529K | 0.3% | +14.3% | 0.142% | |
10/21/2024 | Eaton Cambridge Inc. | 8,463 | $625K | 0.3% | +8.2% | 0.167% | |
10/19/2024 | Compass Ion Advisors LLC | 75,318 | $5.56M | 0.7% | -1.8% | 1.488% | |
10/19/2024 | Werba Rubin Papier Wealth Management | 22,657 | $1.67M | 0.4% | +73.7% | 0.448% | |
10/18/2024 | Lam Group Inc. | 9,165 | $677K | 0.5% | +73.0% | 0.181% | |
10/16/2024 | Annapolis Financial Services LLC | 10,457 | $772K | 0.2% | +75.7% | 0.207% | |
10/16/2024 | Physician Wealth Advisors Inc. | 10,413 | $769K | 0.1% | -39.4% | 0.206% | |
10/15/2024 | Nova R Wealth Inc. | 108,853 | $8.04M | 4.0% | -1.2% | 2.151% | |
10/11/2024 | Creative Planning | 7,871 | $581K | 0.0% | -5.5% | 0.156% | |
10/9/2024 | Fermata Advisors LLC | 19,493 | $1.44M | 0.3% | +11.9% | 0.385% | |
10/9/2024 | GEM Asset Management LLC | 4,610 | $339K | 0.2% | +8.9% | 0.091% | |
10/8/2024 | Evanson Asset Management LLC | 23,366 | $1.73M | 0.1% | +13.4% | 0.462% | |
10/3/2024 | Apella Capital LLC | 12,006 | $883K | 0.0% | -44.1% | 0.237% | |
8/16/2024 | Creative Planning | 8,327 | $577K | 0.0% | +6.6% | 0.165% | |
8/13/2024 | Libra Wealth LLC | 4,224 | $293K | 0.1% | N/A | 0.083% | |
8/9/2024 | Collaborative Wealth Managment Inc. | 30,611 | $2.12M | 1.0% | +43.8% | 0.605% | |
8/6/2024 | Werba Rubin Papier Wealth Management | 13,045 | $904K | 0.2% | +5.8% | 0.258% | |
8/6/2024 | Strategic Financial Concepts LLC | 518,125 | $35.92M | 0.2% | N/A | 10.240% | |
8/5/2024 | Northwest Wealth Management LLC | 4,319 | $299K | 0.1% | -31.8% | 0.085% | |
8/3/2024 | Foster & Motley Inc. | 3,426 | $237K | 0.0% | N/A | 0.068% | |
8/2/2024 | Index Fund Advisors Inc. | 59,937 | $4.16M | 0.2% | +13.3% | 1.185% | |
8/2/2024 | Aveo Capital Partners LLC | 22,404 | $1.55M | 0.2% | +5.2% | 0.443% | |
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7/31/2024 | WR Wealth Planners LLC | 23,765 | $1.65M | 0.5% | +9.4% | 0.470% | |
7/31/2024 | Commonwealth Equity Services LLC | 54,543 | $3.78M | 0.0% | +21.8% | 1.078% | |
7/30/2024 | WMG Financial Advisors LLC | 17,386 | $1.21M | 0.6% | +33.5% | 0.344% | |
7/29/2024 | Wealthstream Advisors Inc. | 116,096 | $8.05M | 2.9% | +30.5% | 2.294% | |
7/27/2024 | Strategic Blueprint LLC | 7,317 | $507K | 0.0% | N/A | 0.145% | |
7/26/2024 | Sprinkle Financial Consultants LLC | 55,153 | $3.82M | 3.0% | +8.6% | 1.090% | |
7/26/2024 | Integrity Wealth Solutions LLC | 6,270 | $435K | 0.3% | +6.5% | 0.124% | |
7/26/2024 | Oceanside Advisors LLC | 12,438 | $862K | 0.7% | +8.8% | 0.246% | |
7/25/2024 | Waypoint Capital Advisors LLC | 15,250 | $1.06M | 0.3% | -12.4% | 0.301% | |
7/25/2024 | Waypoint Wealth Partners Inc. | 8,037 | $557K | 0.2% | +22.7% | 0.159% | |
7/24/2024 | Meredith Wealth Planning | 28,437 | $1.97M | 1.0% | +8.4% | 0.562% | |
7/18/2024 | Nova R Wealth Inc. | 110,177 | $7.64M | 3.9% | +7.6% | 2.177% | |
7/17/2024 | Physician Wealth Advisors Inc. | 17,177 | $1.25M | 0.2% | -4.4% | 0.339% | |
7/17/2024 | Annapolis Financial Services LLC | 5,951 | $413K | 0.1% | +135.1% | 0.118% | |
7/17/2024 | Eaton Cambridge Inc. | 7,819 | $542K | 0.3% | -3.6% | 0.155% | |
7/13/2024 | Compass Ion Advisors LLC | 76,723 | $5.36M | 0.8% | +3.6% | 1.516% | |
7/13/2024 | Evanson Asset Management LLC | 20,605 | $1.43M | 0.1% | +7.8% | 0.407% | |
7/13/2024 | Fermata Advisors LLC | 17,414 | $1.21M | 0.3% | -3.0% | 0.344% | |
7/12/2024 | Sax Wealth Advisors LLC | 8,791 | $609K | 0.1% | N/A | 0.174% | |
7/11/2024 | Global Trust Asset Management LLC | 893 | $62K | 0.0% | +113.6% | 0.018% | |
7/10/2024 | Apella Capital LLC | 21,470 | $1.50M | 0.1% | +162.7% | 0.424% | |
7/8/2024 | Versant Capital Management Inc | 1,006 | $70K | 0.0% | N/A | 0.020% | |
5/23/2024 | Austin Wealth Management LLC | 8,031 | $562K | 0.1% | N/A | 0.159% | |
5/15/2024 | Beaird Harris Wealth Management LLC | 412 | $29K | 0.0% | +65.5% | 0.008% | |
5/14/2024 | Northwest Wealth Management LLC | 6,333 | $442K | 0.1% | +12.6% | 0.125% | |
5/13/2024 | Index Fund Advisors Inc. | 52,908 | $3.69M | 0.2% | +18.1% | 1.046% | |
5/7/2024 | WMG Financial Advisors LLC | 13,026 | $909K | 0.5% | +40.7% | 0.257% | |
4/30/2024 | Valued Wealth Advisors LLC | 532 | $37K | 0.0% | -32.3% | 0.011% | |
4/30/2024 | MN Wealth Advisors LLC | 12,720 | $888K | 0.5% | +5.2% | 0.255% | |
4/29/2024 | Commonwealth Equity Services LLC | 44,775 | $3.13M | 0.0% | +8.2% | 0.899% | |
4/29/2024 | Paragon Advisors LLC | 160,181 | $11.18M | 4.5% | +11.0% | 3.216% | |
4/29/2024 | Intelligent Financial Strategies | 73,861 | $5.16M | 3.2% | -27.9% | 1.483% | |
4/26/2024 | Sprinkle Financial Consultants LLC | 50,792 | $3.55M | 3.0% | +6.2% | 1.020% | |
4/24/2024 | Oceanside Advisors LLC | 11,434 | $798K | 0.7% | +4.0% | 0.230% | |
4/23/2024 | Meredith Wealth Planning | 26,238 | $1.83M | 1.0% | +39.1% | 0.527% | |
4/22/2024 | Arista Wealth Management LLC | 3,056 | $213K | 0.2% | N/A | 0.061% | |
4/18/2024 | Integrity Wealth Solutions LLC | 5,886 | $411K | 0.3% | +21.2% | 0.118% | |
4/18/2024 | Compass Ion Advisors LLC | 74,033 | $5.17M | 0.7% | +8.7% | 1.487% | |
4/17/2024 | Annapolis Financial Services LLC | 2,531 | $177K | 0.1% | -60.5% | 0.051% | |
4/17/2024 | Physician Wealth Advisors Inc. | 17,968 | $1.20M | 0.3% | +2.1% | 0.361% | |
4/13/2024 | Evanson Asset Management LLC | 19,106 | $1.33M | 0.1% | +10.2% | 0.592% | |
4/12/2024 | Fermata Advisors LLC | 17,959 | $1.25M | 0.3% | +5.9% | 0.556% | |
4/12/2024 | Nova R Wealth Inc. | 102,385 | $7.15M | 3.7% | N/A | 3.170% | |
4/10/2024 | Apella Capital LLC | 8,173 | $568K | 0.0% | +4.5% | 0.253% | |
4/5/2024 | Lam Group Inc. | 4,688 | $327K | 0.3% | +23.3% | 0.145% | |
2/14/2024 | Northwest Wealth Management LLC | 5,622 | $364K | 0.1% | +18.9% | 0.174% | |
2/14/2024 | Vantage Financial Partners Ltd. Inc. | 7,331 | $475K | 0.1% | N/A | 0.227% | |
2/12/2024 | Sprinkle Financial Consultants LLC | 47,806 | $3.10M | 3.2% | N/A | 1.480% | |
2/9/2024 | Advisory Services Network LLC | 28,172 | $1.82M | 0.0% | +1.7% | 0.872% | |
2/9/2024 | Corient Private Wealth LLC | 31,642 | $2.05M | 0.0% | N/A | 0.980% | |
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2/8/2024 | Integrity Wealth Solutions LLC | 4,855 | $314K | 0.2% | N/A | 0.150% | |
2/8/2024 | WMG Financial Advisors LLC | 9,257 | $599K | 0.4% | +14.1% | 0.287% | |
2/7/2024 | Collaborative Wealth Managment Inc. | 16,286 | $1.06M | 0.6% | +8.9% | 0.504% | |
2/6/2024 | Barlow Wealth Partners Inc. | 4,472 | $290K | 0.0% | N/A | 0.138% | |
2/6/2024 | TCG Advisory Services LLC | 9,302 | $602K | 0.0% | N/A | 0.288% | |
2/6/2024 | Aveo Capital Partners LLC | 19,586 | $1.27M | 0.2% | +10.1% | 0.606% | |
2/6/2024 | Creative Capital Management Investments LLC | 4,024 | $261K | 0.2% | +51.1% | 0.125% | |
2/2/2024 | Red Lighthouse Investment Management LLC | 1,023 | $66K | 0.0% | +693.0% | 0.032% | |
2/1/2024 | SC&H Financial Advisors Inc. | 12,804 | $829K | 0.2% | +58.5% | 0.396% | |
2/1/2024 | Annapolis Financial Services LLC | 6,405 | $415K | 0.1% | +29.4% | 0.198% | |