10/30/2024 | Highland Financial Advisors LLC | 18,086 | $1.00M | 0.4% | +3.2% | 1.247% | |
10/29/2024 | Opes Wealth Management LLC | 21,699 | $1.20M | 0.2% | +3.6% | 1.496% | |
10/23/2024 | Tarbox Family Office Inc. | 6,078 | $336K | 0.1% | +10.4% | 0.419% | |
10/23/2024 | Northland Capital Management LLC | 17,928 | $992K | 0.6% | -1.3% | 1.236% | |
10/17/2024 | LexAurum Advisors LLC | 8,457 | $468K | 0.1% | N/A | 0.583% | |
10/16/2024 | Asset Dedication LLC | 16,622 | $920K | 0.1% | +22.1% | 1.146% | |
|
8/13/2024 | Merriman Wealth Management LLC | 13,320 | $689K | 0.0% | -7.5% | 0.919% | |
8/6/2024 | Opes Wealth Management LLC | 20,944 | $1.08M | 0.2% | +2.2% | 1.444% | |
8/5/2024 | Addison Advisors LLC | 1,970 | $102K | 0.0% | N/A | 0.136% | |
8/1/2024 | PrairieView Partners LLC | 2,253 | $116K | 0.0% | +13.5% | 0.155% | |
7/31/2024 | Trademark Financial Management LLC | 24,978 | $1.29M | 1.1% | -1.8% | 1.723% | |
7/23/2024 | Level Financial Advisors | 5,598 | $290K | 0.1% | +7.0% | 0.386% | |
7/17/2024 | Highland Financial Advisors LLC | 17,532 | $907K | 0.3% | +14.2% | 1.209% | |
5/8/2024 | Trademark Financial Management LLC | 25,441 | $1.25M | 1.0% | +6.8% | 1.755% | |
4/30/2024 | Commonwealth Equity Services LLC | 28,011 | $1.37M | 0.0% | -4.9% | 1.932% | |
2/14/2024 | True Wealth Design LLC | 956 | $46K | 0.0% | N/A | 0.083% | |
2/13/2024 | Trademark Financial Management LLC | 23,830 | $1.14M | 0.8% | N/A | 2.072% | |
2/9/2024 | Team Hewins LLC | 5,127 | $246K | 0.0% | N/A | 0.446% | |
2/9/2024 | Corient Private Wealth LLC | 146,561 | $7.03M | 0.0% | +0.5% | 12.744% | |
2/8/2024 | Tarbox Family Office Inc. | 5,293 | $254K | 0.0% | +8.8% | 0.460% | |
2/5/2024 | Savant Capital LLC | 4,892 | $235K | 0.0% | N/A | 0.425% | |
2/2/2024 | Red Lighthouse Investment Management LLC | 965 | $46K | 0.0% | +34.0% | 0.084% | |
2/1/2024 | Annapolis Financial Services LLC | 2,927 | $140K | 0.0% | +2,769.6% | 0.255% | |
1/29/2024 | Grand Wealth Management LLC | 600 | $29K | 0.0% | +319.6% | 0.052% | |
1/23/2024 | Level Financial Advisors Inc. | 5,207 | $250K | 0.1% | +6.0% | 0.453% | |
1/19/2024 | Trellis Wealth Advisors LLC | 9,050 | $434K | 0.2% | N/A | 0.787% | |
1/18/2024 | Highland Financial Advisors LLC | 15,939 | $764K | 0.3% | +8.0% | 1.386% | |
11/20/2023 | Willow Creek Wealth Management Inc. | 111,589 | $5.01M | 0.7% | +1.7% | 9.703% | |
11/16/2023 | Orion Capital Management LLC | 1,156 | $52K | 0.0% | N/A | 0.101% | |
11/13/2023 | Asset Dedication LLC | 7,158 | $320K | 0.0% | +80.7% | 0.622% | |
11/13/2023 | Mariner LLC | 27,990 | $1.26M | 0.0% | N/A | 2.434% | |
11/8/2023 | HighTower Advisors LLC | 58,599 | $2.63M | 0.0% | -30.8% | 5.096% | |
11/4/2023 | Corient Private Wealth LLC | 145,838 | $6.54M | 0.0% | +0.9% | 12.682% | |
10/25/2023 | Highland Financial Advisors LLC | 14,763 | $662K | 0.3% | +5.4% | 1.284% | |
10/23/2023 | Commonwealth Equity Services LLC | 28,749 | $1.29M | 0.0% | +110.8% | 2.500% | |
10/17/2023 | Northland Capital Management LLC | 19,624 | $881K | 0.6% | -42.9% | 1.706% | |
10/13/2023 | Tarbox Family Office Inc. | 4,864 | $218K | 0.0% | N/A | 0.423% | |
8/28/2023 | Willow Creek Wealth Management Inc. | 109,732 | $5.04M | 0.7% | +0.3% | 9.542% | |
8/22/2023 | Asset Dedication LLC | 3,961 | $183K | 0.0% | +10.2% | 0.344% | |
8/2/2023 | Wealthstream Advisors Inc. | 12,327 | $566K | 0.3% | +2.8% | 1.072% | |
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8/2/2023 | Bank of Montreal Can | 17,347 | $825K | 0.0% | N/A | 1.508% | |
7/19/2023 | Northland Capital Management LLC | 34,358 | $1.58M | 1.2% | -39.1% | 2.988% | |
7/13/2023 | Highland Financial Advisors LLC | 14,002 | $643K | 0.3% | +20.8% | 1.218% | |
5/12/2023 | HighTower Advisors LLC | 74,315 | $3.33M | 0.0% | +22.4% | 6.462% | |
5/4/2023 | Merriman Wealth Management LLC | 12,411 | $556K | 0.0% | -20.5% | 1.306% | |
5/2/2023 | Wealthstream Advisors Inc. | 11,994 | $537K | 0.3% | +51.6% | 1.263% | |
4/24/2023 | Willow Creek Wealth Management Inc. | 109,369 | $4.90M | 0.8% | +2.3% | 11.513% | |
4/24/2023 | Asset Dedication LLC | 3,595 | $160K | 0.0% | +6.7% | 0.378% | |
4/17/2023 | Northland Capital Management LLC | 56,393 | $2.53M | 1.9% | -10.2% | 5.936% | |
4/10/2023 | Level Financial Advisors Inc. | 4,827 | $216K | 0.1% | N/A | 0.508% | |
3/6/2023 | OLD Mission Capital LLC | 29,652 | $1.27M | 0.0% | N/A | 3.121% | |
3/1/2023 | Willow Creek Wealth Management Inc. | 106,951 | $4.57M | 0.8% | +177.4% | 11.258% | |
2/13/2023 | Merriman Wealth Management LLC | 15,603 | $666K | 0.0% | +64.9% | 1.642% | |
2/10/2023 | Red Lighthouse Investment Management LLC | 701 | $30K | 0.0% | N/A | 0.074% | |
2/9/2023 | HighTower Advisors LLC | 60,697 | $2.59M | 0.0% | -17.4% | 6.389% | |
2/8/2023 | Team Hewins LLC | 4,757 | $203K | 0.1% | N/A | 0.501% | |
2/8/2023 | Highland Financial Advisors LLC | 11,738 | $501K | 0.3% | +6.6% | 1.236% | |
2/7/2023 | WMS Partners LLC | 7,764 | $332K | 0.0% | N/A | 0.817% | |
2/7/2023 | TCI Wealth Advisors Inc. | 4,613 | $197K | 0.0% | N/A | 0.486% | |
2/2/2023 | Wealthstream Advisors Inc. | 7,911 | $338K | 0.2% | N/A | 0.833% | |
1/31/2023 | Kestra Advisory Services LLC | 121,730 | $5.20M | 0.0% | N/A | 12.814% | |
1/30/2023 | PrairieView Partners LLC | 1,570 | $67K | 0.0% | +49.4% | 0.165% | |
1/19/2023 | Asset Dedication LLC | 3,368 | $143K | 0.0% | N/A | 0.355% | |
1/19/2023 | Northland Capital Management LLC | 62,824 | $2.68M | 2.1% | -2.0% | 6.613% | |
11/1/2022 | PrairieView Partners LLC | 1,051 | $41K | 0.0% | +468.1% | 0.210% | |
10/31/2022 | Willow Creek Wealth Management Inc. | 38,552 | $1.49M | 0.3% | +390.4% | 7.710% | |
10/20/2022 | Northland Capital Management LLC | 64,087 | $2.48M | 2.3% | N/A | 12.817% | |
8/16/2022 | Willow Creek Wealth Management Inc. | 7,861 | $344K | 0.1% | N/A | 2.620% | |
7/29/2022 | Merriman Wealth Management LLC | 9,552 | $418K | 0.0% | N/A | 4.776% | |