11/2/2024 | Retirement Solution LLC | 220,541 | $5.93M | 1.4% | -1.2% | 3.021% | |
10/29/2024 | Lodestone Wealth Management LLC | 49,298 | $1.39M | 0.7% | -3.2% | 0.675% | |
10/29/2024 | Chicago Partners Investment Group LLC | 128,072 | $3.37M | 0.1% | +1.1% | 1.754% | |
10/28/2024 | HM Payson & Co. | 33,522 | $901K | 0.0% | +2.6% | 0.459% | |
10/24/2024 | Yeomans Consulting Group Inc. | 49,642 | $1.33M | 0.5% | +2.4% | 0.680% | |
10/22/2024 | Maryland Capital Advisors Inc. | 1,559 | $42K | 0.0% | +153.5% | 0.021% | |
|
10/22/2024 | RCS Financial Planning LLC | 19,183 | $515K | 0.3% | -2.0% | 0.263% | |
10/22/2024 | Sequoia Financial Advisors LLC | 88,784 | $2.39M | 0.0% | +8.0% | 1.216% | |
10/21/2024 | Mills Wealth Advisors LLC | 41,198 | $1.11M | 0.8% | -3.3% | 0.564% | |
10/18/2024 | Fortress Wealth Management Inc. | 128,743 | $3.46M | 1.7% | N/A | 1.764% | |
10/18/2024 | Schubert & Co | 37,005 | $994K | 0.7% | +103.2% | 0.507% | |
10/17/2024 | RFG Advisory LLC | 221,638 | $5.96M | 0.2% | +7.6% | 3.036% | |
10/17/2024 | DiNuzzo Private Wealth Inc. | 221,642 | $5.96M | 0.7% | +1.4% | 3.036% | |
10/16/2024 | Firethorn Wealth Partners LLC | 14,624 | $393K | 0.2% | -3.5% | 0.200% | |
10/15/2024 | von Borstel & Associates Inc. | 126,530 | $3.40M | 1.9% | N/A | 1.733% | |
10/9/2024 | Unison Advisors LLC | 1,230,422 | $33.06M | 4.0% | -2.5% | 16.855% | |
10/8/2024 | Evanson Asset Management LLC | 40,501 | $1.09M | 0.1% | +14.8% | 0.555% | |
10/3/2024 | Park Avenue Securities LLC | 8,114 | $218K | 0.0% | N/A | 0.111% | |
8/21/2024 | Truist Financial Corp | 14,071 | $366K | 0.0% | +13.4% | 0.193% | |
8/16/2024 | NewEdge Advisors LLC | 111,527 | $2.90M | 0.0% | +1.6% | 1.528% | |
8/14/2024 | Bank of Montreal Can | 63,264 | $1.66M | 0.0% | +99.2% | 0.867% | |
8/12/2024 | Glass Jacobson Investment Advisors llc | 20,363 | $530K | 0.2% | +11.9% | 0.279% | |
8/8/2024 | Envestnet Asset Management Inc. | 111,654 | $2.91M | 0.0% | +6.2% | 1.530% | |
8/2/2024 | Tortoise Investment Management LLC | 39,852 | $1.04M | 0.1% | +15.6% | 0.546% | |
7/31/2024 | Commonwealth Equity Services LLC | 114,695 | $2.98M | 0.0% | +6.9% | 1.571% | |
7/30/2024 | DiNuzzo Private Wealth Inc. | 218,648 | $5.69M | 0.8% | +1.5% | 2.995% | |
7/25/2024 | Yeomans Consulting Group Inc. | 48,493 | $1.26M | 0.5% | +2.5% | 0.664% | |
7/25/2024 | Retirement Solution LLC | 223,188 | $5.81M | 1.6% | +111.9% | 3.057% | |
7/24/2024 | Meredith Wealth Planning | 68,377 | $1.78M | 0.9% | +15.2% | 0.937% | |
7/23/2024 | Elser Financial Planning Inc | 896,368 | $23.96M | 3.6% | N/A | 12.279% | |
7/22/2024 | RCS Financial Planning LLC | 19,571 | $509K | 0.3% | -55.8% | 0.268% | |
7/16/2024 | Lodestone Wealth Management LLC | 50,944 | $1.36M | 0.7% | +30.8% | 0.698% | |
7/16/2024 | Sequoia Financial Advisors LLC | 82,243 | $2.14M | 0.0% | +15.1% | 1.127% | |
7/15/2024 | RFG Advisory LLC | 205,914 | $5.36M | 0.2% | +2.9% | 2.821% | |
7/13/2024 | Unison Advisors LLC | 1,262,206 | $32.84M | 4.1% | -50.6% | 17.290% | |
7/13/2024 | Evanson Asset Management LLC | 35,276 | $918K | 0.1% | +14.7% | 0.483% | |
7/12/2024 | Sax Wealth Advisors LLC | 15,225 | $396K | 0.0% | -10.9% | 0.209% | |
7/11/2024 | Symmetry Partners LLC | 427,181 | $11.12M | 0.6% | -20.3% | 5.852% | |
7/11/2024 | Walden Wealth Partners LLC | 111,306 | $2.90M | 1.6% | +2.8% | 1.525% | |
6/20/2024 | HM Payson & Co. | 32,672 | $811K | 0.0% | N/A | 0.448% | |
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5/14/2024 | Sax Wealth Advisors LLC | 17,085 | $424K | 0.0% | -6.8% | 0.234% | |
5/9/2024 | SageView Advisory Group LLC | 8,347 | $207K | 0.0% | -84.4% | 0.114% | |
5/7/2024 | Retirement Solution Inc. | 105,327 | $2.61M | 0.7% | +0.8% | 1.443% | |
5/6/2024 | DiNuzzo Private Wealth Inc. | 215,443 | $5.35M | 0.7% | +0.7% | 2.951% | |
5/3/2024 | Rehmann Capital Advisory Group | 9,911 | $246K | 0.0% | N/A | 0.122% | |
5/1/2024 | Sequoia Financial Advisors LLC | 71,448 | $1.77M | 0.0% | +10.9% | 0.882% | |
4/30/2024 | Lodestone Wealth Management LLC | 38,956 | $993K | 0.5% | +4.0% | 0.481% | |
4/29/2024 | Commonwealth Equity Services LLC | 107,299 | $2.66M | 0.0% | +15.0% | 1.325% | |
4/26/2024 | RCS Financial Planning LLC | 44,303 | $1.10M | 0.7% | -12.4% | 0.547% | |
4/25/2024 | Capital Investment Advisory Services LLC | 2,884 | $72K | 0.0% | +2,595.3% | 0.036% | |
4/23/2024 | Meredith Wealth Planning | 59,332 | $1.47M | 0.8% | +12.1% | 0.732% | |
4/23/2024 | Applied Capital LLC | 64,432 | $1.60M | 0.9% | +3.7% | 0.795% | |
4/16/2024 | Firethorn Wealth Partners LLC | 13,372 | $332K | 0.2% | +51.5% | 0.203% | |
4/13/2024 | Evanson Asset Management LLC | 30,755 | $763K | 0.1% | +35.6% | 0.466% | |
4/12/2024 | Unison Advisors LLC | 2,554,921 | $63.41M | 6.3% | +2.9% | 38.711% | |
4/11/2024 | RFG Advisory LLC | 200,118 | $4.97M | 0.2% | +3.7% | 3.032% | |
4/11/2024 | Walden Wealth Partners LLC | 108,311 | $2.71M | 1.6% | +8.3% | 1.641% | |
4/5/2024 | Lam Group Inc. | 2,645 | $66K | 0.1% | +368.1% | 0.040% | |
4/2/2024 | Symmetry Partners LLC | 535,773 | $13.30M | 1.0% | -14.2% | 8.118% | |
3/14/2024 | Walden Wealth Partners LLC | 100,016 | $2.43M | 1.5% | N/A | 1.515% | |
3/14/2024 | Yeomans Consulting Group Inc. | 46,002 | $1.12M | 0.6% | N/A | 0.697% | |
3/6/2024 | SageView Advisory Group LLC | 53,470 | $1.25M | 0.0% | N/A | 0.810% | |
2/29/2024 | Tortoise Investment Management LLC | 31,717 | $769K | 0.1% | +3.3% | 0.481% | |
2/28/2024 | Abel Hall LLC | 48,453 | $1.18M | 1.0% | N/A | 0.734% | |
2/23/2024 | Chicago Partners Investment Group LLC | 42,772 | $1.01M | 0.0% | +29.5% | 0.648% | |
2/12/2024 | Schubert & Co | 12,849 | $312K | 0.3% | +3.6% | 0.195% | |
2/9/2024 | SageView Advisory Group LLC | 53,470 | $1.25M | 0.0% | N/A | 0.810% | |
2/8/2024 | Tortoise Investment Management LLC | 34,467 | $826K | 0.1% | +12.2% | 0.522% | |
2/8/2024 | Beacon Pointe Advisors LLC | 426,748 | $10.35M | 0.1% | +6.6% | 6.466% | |
2/8/2024 | RCS Financial Planning LLC | 50,567 | $1.23M | 0.8% | +5.6% | 0.766% | |
2/6/2024 | Lincoln National Corp | 22,418 | $544K | 0.0% | +6.4% | 0.340% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 137,197 | $3.33M | 0.2% | +25.4% | 2.079% | |
2/6/2024 | Alpha Financial Advisors LLC | 60,405 | $1.47M | 0.7% | +14.4% | 0.915% | |
2/6/2024 | DiNuzzo Private Wealth Inc. | 214,034 | $5.19M | 0.7% | N/A | 3.243% | |
2/5/2024 | Savant Capital LLC | 107,007 | $2.60M | 0.0% | N/A | 1.621% | |
2/2/2024 | Truist Financial Corp | 12,417 | $301K | 0.0% | +21.9% | 0.188% | |
2/2/2024 | Retirement Solution Inc. | 104,524 | $2.53M | 0.7% | +2.6% | 1.584% | |
1/26/2024 | Sequoia Financial Advisors LLC | 64,402 | $1.56M | 0.0% | +20.1% | 0.976% | |
1/25/2024 | Meredith Wealth Planning | 52,905 | $1.28M | 0.8% | N/A | 0.802% | |
1/25/2024 | RFG Advisory LLC | 192,989 | $4.68M | 0.2% | -26.1% | 2.924% | |
1/25/2024 | Firethorn Wealth Partners LLC | 8,829 | $214K | 0.1% | N/A | 0.134% | |
1/25/2024 | Lodestone Wealth Management LLC | 37,452 | $935K | 0.5% | +10.1% | 0.567% | |
1/23/2024 | Envision Financial Planning LLC | 9,049 | $219K | 0.2% | N/A | 0.137% | |
1/23/2024 | Applied Capital LLC | 62,157 | $1.51M | 0.8% | +1.8% | 0.942% | |
1/22/2024 | Glass Jacobson Investment Advisors llc | 18,135 | $440K | 0.2% | +74.6% | 0.275% | |
1/19/2024 | Unison Advisors LLC | 2,482,190 | $60.19M | 6.4% | +0.8% | 37.609% | |
1/18/2024 | Evanson Asset Management LLC | 22,685 | $550K | 0.0% | +28.7% | 0.344% | |
1/16/2024 | Wealthsource Partners LLC | 22,220 | $539K | 0.0% | -7.4% | 0.337% | |
1/2/2024 | Symmetry Partners LLC | 624,170 | $15.12M | 0.8% | -9.4% | 9.457% | |
11/16/2023 | Schubert & Co | 12,408 | $281K | 0.3% | -12.2% | 0.188% | |
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11/9/2023 | Fischer Investment Strategies LLC | 106,310 | $2.41M | 2.4% | -7.9% | 1.611% | |
11/9/2023 | Betterment LLC | 22,851 | $518K | 0.0% | +60.6% | 0.346% | |
11/8/2023 | HighTower Advisors LLC | 15,013 | $341K | 0.0% | +3.8% | 0.227% | |
11/8/2023 | Sequoia Financial Advisors LLC | 53,627 | $1.22M | 0.0% | +10.2% | 0.813% | |
11/7/2023 | Sax Wealth Advisors LLC | 17,643 | $400K | 0.1% | +5.2% | 0.267% | |
11/7/2023 | Glass Jacobson Investment Advisors llc | 10,384 | $235K | 0.1% | +4.8% | 0.157% | |
11/6/2023 | Vestmark Advisory Solutions Inc. | 109,367 | $2.48M | 0.2% | +35.9% | 1.657% | |
11/6/2023 | Lincoln National Corp | 21,068 | $477K | 0.0% | +58.9% | 0.319% | |
11/3/2023 | RCS Financial Planning LLC | 47,889 | $1.09M | 0.8% | +4.7% | 0.726% | |
10/26/2023 | Alpha Financial Advisors LLC | 52,812 | $1.20M | 0.8% | +5.7% | 0.800% | |