5/27/2025 | Jacobi Capital Management LLC | 7,940 | $492K | 0.0% | N/A | 0.318% | |
5/16/2025 | McIlrath & Eck LLC | 656,907 | $40.72M | 5.0% | +3.5% | 26.488% | |
5/14/2025 | Envision Financial Planning LLC | 133,040 | $8.25M | 4.2% | +41.1% | 5.365% | |
5/14/2025 | Kestra Advisory Services LLC | 60,356 | $3.74M | 0.0% | N/A | 2.434% | |
5/13/2025 | American Century Companies Inc. | 110,436 | $6.85M | 0.0% | +16.8% | 4.453% | |
5/12/2025 | Berger Financial Group Inc | 211,586 | $13.11M | 0.9% | +13.6% | 8.532% | |
5/9/2025 | Chicago Partners Investment Group LLC | 51,473 | $3.18M | 0.1% | +31.7% | 2.076% | |
5/8/2025 | Endeavor Private Wealth Inc. | 12,754 | $790K | 0.4% | +26.6% | 0.514% | |
5/7/2025 | LPL Financial LLC | 78,519 | $4.87M | 0.0% | +66.7% | 3.166% | |
5/7/2025 | HB Wealth Management LLC | 284,819 | $17.65M | 0.1% | N/A | 11.485% | |
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5/6/2025 | AE Wealth Management LLC | 26,266 | $1.63M | 0.0% | +107.0% | 1.059% | |
5/6/2025 | WMG Financial Advisors LLC | 20,050 | $1.24M | 0.5% | +6.9% | 0.808% | |
5/5/2025 | IFP Advisors Inc | 492 | $30K | 0.0% | +52.8% | 0.020% | |
5/5/2025 | Gradient Capital Advisors LLC | 8,594 | $533K | 0.2% | +38.8% | 0.347% | |
5/1/2025 | Park Square Financial Group LLC | 2,073 | $128K | 0.1% | N/A | 0.081% | |
4/29/2025 | Envestnet Asset Management Inc. | 7,159 | $444K | 0.0% | N/A | 0.280% | |
4/22/2025 | Mendota Financial Group LLC | 26,184 | $1.62M | 1.8% | N/A | 1.023% | |
4/21/2025 | Proathlete Wealth Management LLC | 147,669 | $9.16M | 3.3% | +6.7% | 5.768% | |
4/14/2025 | LexAurum Advisors LLC | 5,312 | $329K | 0.1% | -8.5% | 0.208% | |
4/10/2025 | CGN Advisors LLC | 147,061 | $9.12M | 0.9% | +53.0% | 5.745% | |
4/9/2025 | Arlington Financial Advisors LLC | 19,525 | $1.21M | 0.2% | -1.4% | 0.787% | |
4/9/2025 | Quad Cities Investment Group LLC | 4,081 | $253K | 0.1% | N/A | 0.165% | |
2/18/2025 | McIlrath & Eck LLC | 634,915 | $41.26M | 5.3% | +7.0% | 66.137% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 88,281 | $5.74M | 0.0% | N/A | 9.196% | |
2/14/2025 | Jane Street Group LLC | 4,982 | $324K | 0.0% | N/A | 0.519% | |
2/14/2025 | Berger Financial Group Inc | 186,174 | $12.10M | 0.8% | +10.3% | 19.393% | |
2/13/2025 | Envision Financial Planning LLC | 94,288 | $6.13M | 3.2% | +1.2% | 9.822% | |
2/11/2025 | LPL Financial LLC | 47,110 | $3.06M | 0.0% | +26.5% | 4.907% | |
2/11/2025 | American Century Companies Inc. | 94,566 | $6.15M | 0.0% | +8.3% | 9.851% | |
2/6/2025 | WMG Financial Advisors LLC | 18,750 | $1.22M | 0.5% | +50.6% | 1.953% | |
1/29/2025 | Gradient Capital Advisors LLC | 6,191 | $402K | 0.1% | N/A | 0.645% | |
1/28/2025 | Empowered Funds LLC | 1,243 | $81K | 0.0% | N/A | 0.129% | |
1/28/2025 | Arlington Financial Advisors LLC | 19,801 | $1.29M | 0.3% | -3.3% | 2.063% | |
1/24/2025 | Chicago Partners Investment Group LLC | 39,083 | $2.57M | 0.1% | +13.6% | 4.071% | |
1/22/2025 | Proathlete Wealth Management LLC | 138,367 | $8.99M | 3.4% | +7.0% | 14.413% | |
1/17/2025 | Endeavor Private Wealth Inc. | 10,075 | $655K | 0.6% | N/A | 1.049% | |
1/15/2025 | CGN Advisors LLC | 96,094 | $6.25M | 0.6% | +2.9% | 10.010% | |
1/2/2025 | Confluence Investment Management LLC | 3,654 | $237K | 0.0% | N/A | 0.381% | |
11/19/2024 | McIlrath & Eck LLC | 593,143 | $38.12M | 4.9% | +8.9% | 61.786% | |
11/7/2024 | Envision Financial Planning LLC | 93,174 | $5.99M | 3.2% | N/A | 9.706% | |
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11/6/2024 | Paragon Advisors LLC | 6,171 | $397K | 0.1% | -29.8% | 0.643% | |
10/29/2024 | Chicago Partners Investment Group LLC | 34,394 | $2.22M | 0.1% | +39.7% | 3.583% | |
10/29/2024 | Farther Finance Advisors LLC | 9,172 | $589K | 0.0% | N/A | 0.955% | |
10/19/2024 | Proathlete Wealth Management LLC | 129,369 | $8.31M | 3.4% | +1,819.1% | 13.476% | |
10/18/2024 | Waypoint Capital Advisors LLC | 66,115 | $4.25M | 0.9% | +253.6% | 6.887% | |
10/17/2024 | LexAurum Advisors LLC | 5,891 | $379K | 0.1% | +11.9% | 0.614% | |
8/10/2024 | Plancorp LLC | 8,595 | $510K | 0.0% | +15.4% | 0.895% | |
8/8/2024 | American Century Companies Inc. | 77,190 | $4.58M | 0.0% | +12.3% | 8.041% | |
7/26/2024 | Proathlete Wealth Management LLC | 6,741 | $400K | 0.2% | N/A | 0.702% | |
7/26/2024 | My Personal CFO LLC | 5,528 | $328K | 0.2% | N/A | 0.576% | |
7/25/2024 | Waypoint Capital Advisors LLC | 18,697 | $1.11M | 0.3% | N/A | 1.948% | |
7/17/2024 | Arlington Financial Advisors LLC | 19,433 | $1.15M | 0.3% | +6.4% | 2.024% | |
7/10/2024 | CGN Advisors LLC | 81,961 | $4.86M | 0.6% | N/A | 8.538% | |
7/10/2024 | Atwood & Palmer Inc. | 1,743 | $103K | 0.0% | N/A | 0.182% | |
4/29/2024 | Paragon Advisors LLC | 8,528 | $530K | 0.2% | +77.2% | 3.046% | |
4/18/2024 | Arlington Financial Advisors LLC | 18,267 | $1.14M | 0.2% | N/A | 0.000% | |
4/10/2024 | LexAurum Advisors LLC | 5,239 | $326K | 0.1% | +18.2% | 0.000% | |