11/18/2024 | Rehmann Capital Advisory Group | 9,019 | $260K | 0.0% | -5.5% | 0.014% | |
11/15/2024 | LRI Investments LLC | 142,958 | $3.88M | 0.3% | +7.9% | 0.217% | |
11/15/2024 | MML Investors Services LLC | 57,742 | $1.67M | 0.0% | N/A | 0.088% | |
11/15/2024 | Orion Portfolio Solutions LLC | 18,479 | $533K | 0.0% | -17.3% | 0.028% | |
11/15/2024 | Jane Street Group LLC | 514,088 | $14.84M | 0.0% | +157.1% | 0.781% | |
11/15/2024 | Stifel Financial Corp | 39,580 | $1.14M | 0.0% | +19.7% | 0.060% | |
|
11/15/2024 | Integrated Wealth Concepts LLC | 20,671 | $597K | 0.0% | +2.8% | 0.031% | |
11/15/2024 | Hill Investment Group Partners LLC | 60,010 | $1.73M | 0.2% | -2.8% | 0.091% | |
11/14/2024 | Captrust Financial Advisors | 89,929 | $2.60M | 0.0% | +10.3% | 0.137% | |
11/13/2024 | RS Crum Inc. | 779,378 | $22.49M | 5.3% | +14.7% | 1.184% | |
11/13/2024 | D.A. Davidson & CO. | 70,276 | $2.03M | 0.0% | +2.9% | 0.107% | |
11/12/2024 | Larson Financial Group LLC | 1,801 | $52K | 0.0% | -26.7% | 0.003% | |
11/12/2024 | Wescott Financial Advisory Group LLC | 961,209 | $27.74M | 3.0% | -13.3% | 1.461% | |
11/12/2024 | Advisory Services & Investments LLC | 227,220 | $6.56M | 4.5% | -1.6% | 0.345% | |
11/12/2024 | Nwam LLC | 9,386 | $271K | 0.0% | N/A | 0.014% | |
11/8/2024 | Yardley Wealth Management LLC | 92,411 | $2.67M | 1.6% | N/A | 0.140% | |
11/6/2024 | SRS Capital Advisors Inc. | 582,006 | $16.80M | 1.5% | -1.7% | 0.885% | |
11/6/2024 | Vawter Financial Ltd. | 129,154 | $3.73M | 2.3% | +2.5% | 0.196% | |
11/6/2024 | OneDigital Investment Advisors LLC | 670,313 | $19.35M | 0.2% | +55.6% | 1.019% | |
11/6/2024 | Wealthstream Advisors Inc. | 20,763 | $599K | 0.1% | +37.0% | 0.032% | |
11/5/2024 | Northwest Wealth Management LLC | 58,803 | $1.70M | 0.4% | +81.2% | 0.089% | |
11/1/2024 | Cypress Point Wealth Management LLC | 59,513 | $1.72M | 0.7% | +14.3% | 0.090% | |
11/1/2024 | Rather & Kittrell Inc. | 454,579 | $13.12M | 3.2% | +20.9% | 0.691% | |
11/1/2024 | Assetmark Inc. | 18,990 | $548K | 0.0% | -74.2% | 0.029% | |
11/1/2024 | Physician Wealth Solutions Inc. | 14,812 | $414K | 0.2% | +17.9% | 0.023% | |
10/31/2024 | Wealth Architects LLC | 179,028 | $5.17M | 0.6% | +8.0% | 0.272% | |
10/30/2024 | W.H. Cornerstone Investments Inc. | 44,555 | $1.29M | 0.9% | +26.6% | 0.068% | |
10/29/2024 | Forum Financial Management LP | 14,062,260 | $405.84M | 6.8% | +2.0% | 21.371% | |
10/29/2024 | Private Wealth Management Group LLC | 446,885 | $12.90M | 5.1% | +5.5% | 0.679% | |
10/29/2024 | Visionary Horizons LLC | 31,410 | $906K | 0.6% | +5.2% | 0.048% | |
10/29/2024 | Chicago Partners Investment Group LLC | 104,533 | $2.96M | 0.1% | -3.2% | 0.159% | |
10/29/2024 | Creative Capital Management Investments LLC | 574,351 | $16.58M | 6.9% | +12.2% | 0.873% | |
10/29/2024 | Farther Finance Advisors LLC | 31,648 | $913K | 0.0% | +22.4% | 0.048% | |
10/25/2024 | SC&H Financial Advisors Inc. | 43,294 | $1.25M | 0.3% | +9.4% | 0.066% | |
10/25/2024 | Quarry Hill Advisors LLC | 34,335 | $991K | 0.7% | -33.0% | 0.052% | |
10/25/2024 | Geometric Wealth Advisors | 314,481 | $9.08M | 1.7% | +4.6% | 0.478% | |
10/24/2024 | TCI Wealth Advisors Inc. | 1,150,985 | $33.22M | 2.8% | +18.7% | 1.749% | |
10/24/2024 | Greenspring Advisors LLC | 29,338 | $847K | 0.2% | +109.6% | 0.045% | |
10/24/2024 | Bay Harbor Wealth Management LLC | 21,438 | $619K | 0.2% | +18.1% | 0.033% | |
10/24/2024 | Fischer Investment Strategies LLC | 250,950 | $7.24M | 6.2% | N/A | 0.381% | |
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10/24/2024 | Modera Wealth Management LLC | 25,876 | $747K | 0.0% | -2.4% | 0.039% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 205,588 | $5.93M | 0.0% | -2.8% | 0.312% | |
10/23/2024 | North Ridge Wealth Advisors Inc. | 186,518 | $5.38M | 3.7% | +26.7% | 0.283% | |
10/23/2024 | Index Fund Advisors Inc. | 689,707 | $19.91M | 1.1% | +4.6% | 1.048% | |
10/23/2024 | JMG Financial Group Ltd. | 3,470,292 | $100.15M | 3.4% | +11.5% | 5.274% | |
10/23/2024 | Brighton Jones LLC | 1,750,571 | $50.52M | 1.9% | +6.3% | 2.660% | |
10/22/2024 | Sprinkle Financial Consultants LLC | 306,935 | $8.86M | 6.3% | +1.1% | 0.466% | |
10/22/2024 | Ruedi Wealth Management Inc. | 99,951 | $2.89M | 1.0% | +82.6% | 0.152% | |
10/21/2024 | Mattern Wealth Management LLC | 35,592 | $1.03M | 0.2% | +14.1% | 0.054% | |
10/21/2024 | Retirement Guys Formula LLC | 72,965 | $2.11M | 1.0% | +0.7% | 0.111% | |
10/19/2024 | Cyndeo Wealth Partners LLC | 14,562 | $420K | 0.0% | N/A | 0.022% | |
10/18/2024 | Waypoint Capital Advisors LLC | 121,551 | $3.51M | 0.7% | -7.6% | 0.185% | |
10/18/2024 | Integris Wealth Management LLC | 501,967 | $14.49M | 4.0% | -0.8% | 0.763% | |
10/18/2024 | Lam Group Inc. | 152,515 | $4.40M | 3.1% | +21.5% | 0.232% | |
10/18/2024 | Blue Trust Inc. | 17,320 | $500K | 0.0% | +9.9% | 0.026% | |
10/18/2024 | Stratos Investment Management LLC | 7,204 | $208K | 0.0% | -97.8% | 0.011% | |
10/17/2024 | RFG Advisory LLC | 166,287 | $4.80M | 0.1% | +9.0% | 0.253% | |
10/17/2024 | DiNuzzo Private Wealth Inc. | 1,545,173 | $44.59M | 5.5% | +0.6% | 2.348% | |
10/16/2024 | Summit Financial Strategies Inc. | 690,694 | $19.93M | 2.2% | +6.3% | 1.050% | |
10/16/2024 | Firethorn Wealth Partners LLC | 19,452 | $561K | 0.3% | +21.1% | 0.030% | |
10/15/2024 | Hutchens & Kramer Investment Management Group LLC | 24,975 | $716K | 0.4% | +86.9% | 0.038% | |
10/15/2024 | von Borstel & Associates Inc. | 66,297 | $1.91M | 1.1% | N/A | 0.101% | |
10/11/2024 | Creative Planning | 46,942 | $1.36M | 0.0% | +5.1% | 0.071% | |
10/11/2024 | Henrickson Nauta Wealth Advisors Inc. | 77,213 | $2.23M | 0.9% | +37.3% | 0.117% | |
10/10/2024 | McNamara Financial Services Inc. | 47,921 | $1.38M | 0.3% | +4.1% | 0.073% | |
10/10/2024 | Total Wealth Planning LLC | 425,148 | $12.27M | 1.9% | +14.2% | 0.646% | |
10/10/2024 | Level Financial Advisors | 324,037 | $9.35M | 3.6% | +17.7% | 0.492% | |
10/10/2024 | Simplicity Wealth LLC | 33,515 | $967K | 0.1% | -93.3% | 0.051% | |
10/9/2024 | BWM Planning LLC | 48,955 | $1.41M | 0.6% | N/A | 0.074% | |
10/9/2024 | Rappaport Reiches Capital Management LLC | 187,350 | $5.41M | 1.4% | +7.5% | 0.285% | |
10/9/2024 | Colorado Capital Management Inc. | 64,674 | $1.87M | 0.9% | +88.9% | 0.098% | |
10/9/2024 | Peirce Capital Management LLC | 289,950 | $8.37M | 4.2% | +1.0% | 0.441% | |
10/9/2024 | Grunden Financial Advisory Inc. | 7,021 | $203K | 0.1% | N/A | 0.011% | |
10/8/2024 | CWM LLC | 9,793 | $283K | 0.0% | -46.7% | 0.015% | |
10/8/2024 | Shearwater Capital LLC | 12,561 | $363K | 0.3% | +3.2% | 0.019% | |
10/8/2024 | Great Oak Capital Partners LLC | 12,784 | $361K | 0.1% | -65.9% | 0.019% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 59,988 | $1.73M | 0.1% | +254.0% | 0.091% | |
10/8/2024 | Evanson Asset Management LLC | 261,638 | $7.55M | 0.5% | +7.6% | 0.398% | |
10/7/2024 | Shotwell Rutter Baer Inc | 161,694 | $4.56M | 3.7% | +2.3% | 0.246% | |
10/7/2024 | New Capital Management LP | 304,702 | $8.79M | 2.5% | +3.2% | 0.463% | |
10/5/2024 | Corrigan Financial Inc. | 251,086 | $7.25M | 1.7% | +22.5% | 0.382% | |
10/5/2024 | Collective Family Office LLC | 17,269 | $498K | 0.1% | +3.4% | 0.026% | |
10/5/2024 | Great Waters Wealth Management | 575,513 | $16.61M | 2.2% | +13.2% | 0.875% | |
10/5/2024 | Quantum Financial Advisors LLC | 825,617 | $23.83M | 3.7% | -1.9% | 1.255% | |
10/3/2024 | Abacus Wealth Partners LLC | 33,546 | $968K | 0.1% | +8.1% | 0.051% | |
10/3/2024 | Apella Capital LLC | 311,252 | $8.88M | 0.4% | -11.6% | 0.473% | |
10/3/2024 | Meritas Wealth Management LLC | 64,687 | $1.87M | 1.2% | -1.4% | 0.098% | |
10/3/2024 | Silvia Mccoll Wealth Management LLC | 60,797 | $1.76M | 1.3% | N/A | 0.092% | |
10/2/2024 | Trust Co of the South | 36,288 | $1.05M | 0.2% | +16.6% | 0.055% | |
8/21/2024 | Truist Financial Corp | 23,953 | $599K | 0.0% | +19.4% | 0.036% | |
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8/16/2024 | NewEdge Advisors LLC | 90,062 | $2.25M | 0.0% | +3.3% | 0.137% | |
8/16/2024 | Creative Planning | 44,676 | $1.12M | 0.0% | +14.4% | 0.068% | |
8/14/2024 | Wescott Financial Advisory Group LLC | 1,108,115 | $27.69M | 3.2% | -4.7% | 1.684% | |
8/14/2024 | American Investment Services Inc. | 205,896 | $5.15M | 0.9% | +16.7% | 0.313% | |
8/14/2024 | Delap Wealth Advisory LLC | 27,888 | $697K | 0.3% | +100.9% | 0.042% | |
8/14/2024 | EverSource Wealth Advisors LLC | 18,929 | $504K | 0.0% | +4.3% | 0.029% | |
8/14/2024 | Great Oak Capital Partners LLC | 37,510 | $1.01M | 0.4% | -72.2% | 0.057% | |
8/12/2024 | Brighton Jones LLC | 1,647,569 | $41.17M | 1.4% | +18.1% | 2.504% | |
8/12/2024 | LJI Wealth Management LLC | 25,957 | $649K | 0.1% | +13.4% | 0.039% | |
8/12/2024 | Glass Jacobson Investment Advisors llc | 8,022 | $200K | 0.1% | +28.8% | 0.012% | |