11/4/2024 | Axxcess Wealth Management LLC | 66,331 | $6.31M | 0.2% | +192.6% | 0.092% | |
11/4/2024 | HTG Investment Advisors Inc. | 165,834 | $15.78M | 7.4% | +5.6% | 0.230% | |
11/4/2024 | FMB Wealth Management | 113,733 | $10.82M | 6.1% | +2.8% | 0.158% | |
11/1/2024 | Proficio Capital Partners LLC | 6,200 | $590K | 0.1% | N/A | 0.009% | |
11/1/2024 | Atria Investments Inc | 2,275 | $216K | 0.0% | N/A | 0.003% | |
11/1/2024 | Acorn Financial Advisory Services Inc. ADV | 190,022 | $18.08M | 3.2% | -1.0% | 0.263% | |
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11/1/2024 | Cypress Point Wealth Management LLC | 47,781 | $4.55M | 1.8% | +2.2% | 0.066% | |
11/1/2024 | Objective Capital Management LLC | 2,990 | $284K | 0.2% | N/A | 0.004% | |
11/1/2024 | Triune Financial Partners LLC | 33,957 | $3.23M | 1.0% | N/A | 0.047% | |
11/1/2024 | Physician Wealth Solutions Inc. | 29,520 | $2.84M | 1.4% | -1.8% | 0.041% | |
11/1/2024 | Capital Performance Advisors LLP | 20,523 | $1.95M | 0.6% | -1.3% | 0.028% | |
10/31/2024 | TFB Advisors LLC | 19,696 | $1.87M | 0.6% | +5.6% | 0.027% | |
10/31/2024 | Castle Wealth Management LLC | 43,143 | $4.11M | 1.6% | -2.4% | 0.060% | |
10/31/2024 | Cozad Asset Management Inc. | 14,430 | $1.37M | 0.1% | +11.8% | 0.020% | |
10/31/2024 | Vickerman Investment Advisors Inc. | 2,898 | $276K | 0.1% | -15.8% | 0.004% | |
10/31/2024 | Bridgewater Advisors Inc. | 315,914 | $30.40M | 3.2% | +13.8% | 0.438% | |
10/31/2024 | Trademark Financial Management LLC | 37,234 | $3.54M | 2.8% | -11.8% | 0.052% | |
10/30/2024 | Cornerstone Capital Inc. | 10,185 | $969K | 0.1% | -26.9% | 0.014% | |
10/30/2024 | Oak Root LLC | 3,036,602 | $288.93M | 36.5% | -0.2% | 4.210% | |
10/30/2024 | Highland Financial Advisors LLC | 264,926 | $25.21M | 9.0% | +2.6% | 0.367% | |
10/29/2024 | Forum Financial Management LP | 36,023 | $3.43M | 0.1% | +26.3% | 0.050% | |
10/29/2024 | BSW Wealth Partners | 331,443 | $31.54M | 4.7% | +6.6% | 0.460% | |
10/29/2024 | Angeles Wealth Management LLC | 11,790 | $1.12M | 0.1% | -21.3% | 0.016% | |
10/29/2024 | Prosperitas Financial LLC | 2,401 | $228K | 0.1% | N/A | 0.003% | |
10/29/2024 | REDW Wealth LLC | 241,271 | $22.96M | 5.9% | -10.0% | 0.335% | |
10/29/2024 | Visionary Horizons LLC | 49,247 | $4.69M | 3.1% | +8.3% | 0.068% | |
10/29/2024 | Chicago Partners Investment Group LLC | 193,627 | $18.52M | 0.6% | +5.0% | 0.268% | |
10/29/2024 | Farther Finance Advisors LLC | 79,154 | $7.53M | 0.3% | +8.3% | 0.110% | |
10/29/2024 | Oceanside Advisors LLC | 5,115 | $487K | 0.4% | -2.8% | 0.007% | |
10/28/2024 | Fonville Wealth Management LLC | 88,543 | $8.43M | 2.9% | +8.7% | 0.123% | |
10/28/2024 | Summit Wealth Partners LLC | 73,741 | $7.02M | 1.4% | +35.5% | 0.102% | |
10/25/2024 | Voisard Asset Management Group Inc. | 2,650 | $252K | 0.1% | N/A | 0.004% | |
10/25/2024 | Financial Advocates Investment Management | 3,650 | $332K | 0.0% | N/A | 0.005% | |
10/25/2024 | Trajan Wealth LLC | 162,803 | $15.49M | 0.9% | -0.6% | 0.226% | |
10/25/2024 | Ramsay Stattman Vela & Price Inc. | 2,466 | $235K | 0.0% | N/A | 0.003% | |
10/25/2024 | Strategic Blueprint LLC | 409,451 | $38.96M | 2.4% | -0.2% | 0.568% | |
10/25/2024 | SC&H Financial Advisors Inc. | 587,129 | $55.87M | 12.2% | +6.6% | 0.814% | |
10/25/2024 | Fortitude Family Office LLC | 1,000 | $95K | 0.0% | N/A | 0.001% | |
10/25/2024 | Quarry Hill Advisors LLC | 49,631 | $4.72M | 3.2% | -0.8% | 0.069% | |
10/25/2024 | Geometric Wealth Advisors | 51,279 | $4.88M | 0.9% | +3.5% | 0.071% | |
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10/25/2024 | Gateway Wealth Partners LLC | 136,376 | $12.98M | 3.6% | +1.7% | 0.189% | |
10/24/2024 | Greenspring Advisors LLC | 98,742 | $9.40M | 2.1% | -4.2% | 0.137% | |
10/24/2024 | Motiv8 Investments LLC | 2,162 | $206K | 0.1% | -6.1% | 0.003% | |
10/24/2024 | Modera Wealth Management LLC | 807,616 | $76.85M | 1.0% | +3.4% | 1.120% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 632,482 | $60.18M | 0.1% | -11.6% | 0.877% | |
10/23/2024 | Allworth Financial LP | 219,923 | $20.93M | 0.1% | -82.6% | 0.305% | |
10/23/2024 | North Ridge Wealth Advisors Inc. | 34,967 | $3.33M | 2.3% | -1.7% | 0.048% | |
10/23/2024 | Silver Oak Securities Incorporated | 24,393 | $2.31M | 0.2% | +8,519.4% | 0.034% | |
10/23/2024 | Global Trust Asset Management LLC | 480 | $46K | 0.0% | +71.4% | 0.001% | |
10/23/2024 | Index Fund Advisors Inc. | 2,871 | $273K | 0.0% | +26.1% | 0.004% | |
10/23/2024 | Signature Resources Capital Management LLC | 220,533 | $20.98M | 19.2% | -7.7% | 0.306% | |
10/23/2024 | Tanager Wealth Management LLP | 235,977 | $22.45M | 3.0% | +10.4% | 0.327% | |
10/22/2024 | SOL Capital Management CO | 51,966 | $4.95M | 0.5% | -2.4% | 0.072% | |
10/22/2024 | Ruedi Wealth Management Inc. | 16,511 | $1.57M | 0.5% | -29.4% | 0.023% | |
10/22/2024 | Private Advisor Group LLC | 41,219 | $3.92M | 0.0% | -31.4% | 0.057% | |
10/22/2024 | Leo Wealth LLC | 419,713 | $39.94M | 3.6% | +3.5% | 0.582% | |
10/22/2024 | My Personal CFO LLC | 128,159 | $12.19M | 6.7% | +17.2% | 0.178% | |
10/21/2024 | Mattern Wealth Management LLC | 172,446 | $16.41M | 3.6% | +11.5% | 0.239% | |
10/21/2024 | Vicus Capital | 26,616 | $2.53M | 0.2% | +18.0% | 0.037% | |
10/21/2024 | Traphagen Investment Advisors LLC | 1,156,998 | $110.09M | 11.1% | +1.2% | 1.604% | |
10/21/2024 | Fortis Group Advisors LLC | 10,099 | $961K | 0.2% | N/A | 0.014% | |
10/21/2024 | Foundations Investment Advisors LLC | 121,229 | $11.54M | 0.2% | +55.6% | 0.168% | |
10/21/2024 | Trellis Wealth Advisors LLC | 223,939 | $21.31M | 10.7% | +1.0% | 0.311% | |
10/21/2024 | Bayshore Asset Management LLC | 73,589 | $7.00M | 3.1% | +2.1% | 0.102% | |
10/21/2024 | Integrity Wealth Solutions LLC | 38,378 | $3.65M | 2.1% | +13.8% | 0.053% | |
10/21/2024 | Eaton Cambridge Inc. | 10,996 | $1.05M | 0.5% | -2.8% | 0.015% | |
10/21/2024 | Financial Symmetry Inc | 64,834 | $6.17M | 4.3% | +2.5% | 0.090% | |
10/21/2024 | Trilogy Capital Inc. | 4,103 | $390K | 0.0% | -6.2% | 0.006% | |
10/21/2024 | Echo Wealth Management LLC | 88,736 | $8.49M | 5.9% | -4.2% | 0.123% | |
10/19/2024 | Hardin Capital Partners LLC | 7,644 | $726K | 0.4% | +32.1% | 0.011% | |
10/19/2024 | Werba Rubin Papier Wealth Management | 603,504 | $57.42M | 13.5% | +6.6% | 0.837% | |
10/18/2024 | Waypoint Capital Advisors LLC | 229,504 | $21.84M | 4.7% | -14.7% | 0.318% | |
10/18/2024 | Lam Group Inc. | 9,680 | $921K | 0.7% | +20.6% | 0.013% | |
10/18/2024 | Commonwealth Equity Services LLC | 396,301 | $37.71M | 0.1% | +5.5% | 0.550% | |
10/18/2024 | Raymond James & Associates | 233,493 | $22.22M | 0.0% | +11.4% | 0.324% | |
10/18/2024 | Continuum Wealth Advisors LLC | 307,701 | $29.28M | 15.7% | -11.0% | 0.427% | |
10/18/2024 | Blue Trust Inc. | 305 | $28K | 0.0% | -65.5% | 0.000% | |
10/17/2024 | LexAurum Advisors LLC | 138,168 | $13.15M | 2.9% | +5.3% | 0.192% | |
10/16/2024 | Rockwood Wealth Management LLC | 373,877 | $35.57M | 3.9% | -1.7% | 0.518% | |
10/16/2024 | Good Life Advisors LLC | 49,905 | $4.75M | 0.3% | +10.9% | 0.069% | |
10/16/2024 | Cornerstone Wealth Management LLC | 53,470 | $5.09M | 0.4% | +6.2% | 0.074% | |
10/16/2024 | MN Wealth Advisors LLC | 51,783 | $4.93M | 2.8% | +1.7% | 0.072% | |
10/15/2024 | Regatta Capital Group LLC | 14,167 | $1.35M | 0.3% | -83.5% | 0.020% | |
10/15/2024 | Hutchens & Kramer Investment Management Group LLC | 34,624 | $3.27M | 1.8% | +82.8% | 0.048% | |
10/15/2024 | Magnus Financial Group LLC | 23,101 | $2.20M | 0.2% | -4.8% | 0.032% | |
10/15/2024 | Zhang Financial LLC | 143,961 | $13.70M | 0.9% | -3.3% | 0.200% | |
10/11/2024 | Creative Planning | 1,318,746 | $125.48M | 0.1% | -3.3% | 1.829% | |
10/11/2024 | Henrickson Nauta Wealth Advisors Inc. | 186,540 | $17.75M | 7.0% | -1.4% | 0.259% | |
10/11/2024 | Procyon Advisors LLC | 3,612 | $344K | 0.0% | +10.5% | 0.005% | |
10/10/2024 | CVA Family Office LLC | 144,297 | $13.73M | 2.2% | -3.9% | 0.200% | |
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10/10/2024 | McGlone Suttner Wealth Management Inc. | 345,642 | $32.89M | 6.8% | +2,221.3% | 0.479% | |
10/10/2024 | Annex Advisory Services LLC | 3,393,936 | $322.93M | 10.3% | +25.0% | 4.706% | |
10/10/2024 | Silverlake Wealth Management LLC | 30,319 | $2.89M | 1.1% | +0.4% | 0.042% | |
10/10/2024 | Lion Street Advisors LLC | 32,021 | $3.05M | 1.1% | +4.3% | 0.044% | |
10/10/2024 | Simplicity Wealth LLC | 629,361 | $59.88M | 5.5% | +837.3% | 0.873% | |
10/8/2024 | CWM LLC | 36,916 | $3.51M | 0.0% | +10.4% | 0.051% | |
10/8/2024 | Objectivity Squared LLC | 46,043 | $4.35M | 3.0% | +2.6% | 0.064% | |
10/8/2024 | Anderson Hoagland & Co. | 105,175 | $10.03M | 1.0% | +3.3% | 0.146% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 6,828 | $650K | 0.0% | +8.3% | 0.009% | |
10/8/2024 | Versant Capital Management Inc | 64,757 | $6.16M | 1.4% | -1.5% | 0.090% | |