11/18/2024 | Rehmann Capital Advisory Group | 7,808 | $279K | 0.0% | +6.8% | 0.062% | |
11/15/2024 | Jane Street Group LLC | 91,413 | $3.27M | 0.0% | -45.4% | 0.726% | |
11/14/2024 | Flow Traders U.S. LLC | 35,376 | $1.26M | 0.1% | -33.6% | 0.281% | |
11/13/2024 | Carlson Capital Management | 22,931 | $819K | 0.0% | +29.2% | 0.182% | |
11/12/2024 | Truepoint Inc. | 73,258 | $2.62M | 0.1% | +31.8% | 0.581% | |
11/12/2024 | Nwam LLC | 35,117 | $1.26M | 0.1% | N/A | 0.279% | |
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11/12/2024 | RW Investment Management LLC | 94,442 | $3.38M | 0.4% | +5.3% | 0.750% | |
11/8/2024 | Equita Financial Network Inc. | 12,468 | $446K | 0.2% | N/A | 0.099% | |
11/7/2024 | Caprock Group LLC | 6,435 | $230K | 0.0% | N/A | 0.051% | |
11/7/2024 | Pathstone Holdings LLC | 188,874 | $6.75M | 0.0% | +26.6% | 1.499% | |
11/7/2024 | EnRich Financial Partners LLC | 9,419 | $337K | 0.1% | +5.5% | 0.075% | |
11/7/2024 | MB Generational Wealth LLC | 34,580 | $1.24M | 0.9% | +1.8% | 0.274% | |
11/7/2024 | Envision Financial Planning LLC | 6,841 | $244K | 0.1% | N/A | 0.054% | |
11/6/2024 | Adero Partners LLC | 523,842 | $18.72M | 1.2% | +5.3% | 4.157% | |
11/6/2024 | OneDigital Investment Advisors LLC | 100,084 | $3.58M | 0.0% | +18.8% | 0.794% | |
11/4/2024 | Addison Advisors LLC | 70,726 | $2.53M | 0.7% | +46.8% | 0.561% | |
11/2/2024 | Retirement Solution LLC | 405,070 | $14.49M | 3.5% | -1.7% | 3.215% | |
11/2/2024 | Francis Financial Inc. | 583,324 | $20.85M | 5.5% | +13.7% | 4.630% | |
11/1/2024 | Rockbridge Investment Management LCC | 43,939 | $1.57M | 0.2% | +1.3% | 0.349% | |
10/31/2024 | Wealth Architects LLC | 77,454 | $2.77M | 0.3% | +24.9% | 0.615% | |
10/29/2024 | Forum Financial Management LP | 284,521 | $10.17M | 0.2% | +2.2% | 2.258% | |
10/29/2024 | Pure Financial Advisors LLC | 36,254 | $1.30M | 0.0% | +298.3% | 0.288% | |
10/29/2024 | Chicago Partners Investment Group LLC | 18,424 | $633K | 0.0% | +5.9% | 0.146% | |
10/29/2024 | Creative Capital Management Investments LLC | 15,986 | $571K | 0.2% | +87.8% | 0.127% | |
10/29/2024 | Farther Finance Advisors LLC | 20,523 | $733K | 0.0% | +26,903.9% | 0.163% | |
10/25/2024 | Diversify Wealth Management LLC | 9,364 | $322K | 0.0% | -8.2% | 0.074% | |
10/25/2024 | Quarry Hill Advisors LLC | 88,515 | $3.16M | 2.1% | +2.0% | 0.703% | |
10/25/2024 | Geometric Wealth Advisors | 11,352 | $406K | 0.1% | N/A | 0.090% | |
10/24/2024 | TCI Wealth Advisors Inc. | 20,633 | $737K | 0.1% | +66.9% | 0.164% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 130,067 | $4.65M | 0.0% | +13.1% | 1.032% | |
10/23/2024 | North Ridge Wealth Advisors Inc. | 16,072 | $574K | 0.4% | +20.2% | 0.128% | |
10/23/2024 | Heritage Financial Services LLC | 165,868 | $5.93M | 0.8% | +2.6% | 1.316% | |
10/23/2024 | Northland Capital Management LLC | 59,468 | $2.13M | 1.2% | -0.9% | 0.472% | |
10/23/2024 | Brighton Jones LLC | 41,325 | $1.48M | 0.1% | +19.2% | 0.328% | |
10/23/2024 | Tanager Wealth Management LLP | 10,401 | $372K | 0.1% | +14.6% | 0.083% | |
10/22/2024 | RAM Investment Partners LLC | 89,070 | $3.18M | 0.8% | +23.4% | 0.707% | |
10/22/2024 | BetterWealth LLC | 36,298 | $1.30M | 0.4% | -2.3% | 0.288% | |
10/22/2024 | Ruedi Wealth Management Inc. | 7,184 | $257K | 0.1% | N/A | 0.057% | |
10/22/2024 | Private Advisor Group LLC | 14,907 | $533K | 0.0% | +5.9% | 0.118% | |
10/21/2024 | Trellis Wealth Advisors LLC | 53,098 | $1.90M | 0.9% | +4.8% | 0.421% | |
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10/21/2024 | Asset Planning Corporation | 21,208 | $758K | 0.5% | +16.8% | 0.168% | |
10/19/2024 | McClarren Financial Advisors Inc. | 3,732 | $133K | 0.1% | +5,641.5% | 0.030% | |
10/18/2024 | Revolve Wealth Partners LLC | 53,511 | $1.91M | 0.3% | +12.3% | 0.425% | |
10/17/2024 | DiNuzzo Private Wealth Inc. | 29,303 | $1.05M | 0.1% | +1.3% | 0.233% | |
10/16/2024 | Physician Wealth Advisors Inc. | 10,260 | $357K | 0.1% | -3.6% | 0.081% | |
10/16/2024 | Asset Dedication LLC | 132,761 | $4.74M | 0.3% | +13.3% | 1.054% | |
10/15/2024 | von Borstel & Associates Inc. | 7,721 | $275K | 0.2% | N/A | 0.061% | |
10/11/2024 | Henrickson Nauta Wealth Advisors Inc. | 23,957 | $856K | 0.3% | +7.5% | 0.190% | |
10/10/2024 | Level Financial Advisors | 15,709 | $561K | 0.2% | +6.1% | 0.125% | |
10/10/2024 | Fiduciary Financial Group LLC | 14,040 | $490K | 0.1% | +55.8% | 0.111% | |
10/9/2024 | LifePro Asset Management | 18,382 | $657K | 0.4% | +62.4% | 0.146% | |
10/8/2024 | Cardinal Point Capital Management ULC | 66,650 | $2.38M | 0.4% | +4.5% | 0.529% | |
10/7/2024 | Foster Group Inc. | 5,610 | $200K | 0.0% | N/A | 0.045% | |
10/7/2024 | New Capital Management LP | 140,052 | $5.01M | 1.4% | -1.0% | 1.112% | |
10/5/2024 | Quantum Financial Advisors LLC | 944,996 | $33.77M | 5.3% | +4.2% | 7.500% | |
10/3/2024 | Abacus Wealth Partners LLC | 497,482 | $17.78M | 2.7% | +7.9% | 3.948% | |
10/3/2024 | Apella Capital LLC | 102,077 | $3.60M | 0.1% | +19.5% | 0.810% | |
10/3/2024 | Meritas Wealth Management LLC | 8,958 | $320K | 0.2% | N/A | 0.071% | |
8/19/2024 | Garde Capital Inc. | 56,851 | $1.87M | 0.1% | +2.6% | 0.451% | |
8/16/2024 | NewEdge Advisors LLC | 89,249 | $2.94M | 0.0% | +9.0% | 0.708% | |
8/14/2024 | RW Investment Management LLC | 89,709 | $2.96M | 0.4% | +6.4% | 0.712% | |
8/13/2024 | Merriman Wealth Management LLC | 555,689 | $18.30M | 0.8% | +1.9% | 4.410% | |
8/12/2024 | Brighton Jones LLC | 34,682 | $1.14M | 0.0% | +20.0% | 0.275% | |
8/8/2024 | Grand Wealth Management LLC | 15,806 | $521K | 0.3% | -4.8% | 0.125% | |
8/6/2024 | Glassman Wealth Services | 2,896 | $95K | 0.0% | -27.3% | 0.023% | |
8/6/2024 | Asset Dedication LLC | 117,138 | $3.86M | 0.3% | +12.3% | 0.930% | |
8/6/2024 | Monument Group Wealth Advisors LLC | 6,135 | $202K | 0.1% | N/A | 0.049% | |
8/6/2024 | Savant Capital LLC | 64,716 | $2.13M | 0.0% | +10.7% | 0.514% | |
8/5/2024 | Quarry Hill Advisors LLC | 86,747 | $2.86M | 1.9% | +25.0% | 0.688% | |
8/5/2024 | Addison Advisors LLC | 48,186 | $1.59M | 0.5% | +15.3% | 0.382% | |
8/5/2024 | Parkside Financial Bank & Trust | 34,325 | $1.13M | 0.2% | +1.3% | 0.272% | |
8/5/2024 | Truepoint Inc. | 55,580 | $1.83M | 0.1% | +14.4% | 0.441% | |
8/2/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 18,556 | $611K | 0.2% | -3.7% | 0.147% | |
7/31/2024 | Henrickson Nauta Wealth Advisors Inc. | 22,285 | $734K | 0.3% | +5.7% | 0.177% | |
7/31/2024 | Bellevue Asset Management LLC | 2,000 | $66K | 0.0% | N/A | 0.016% | |
7/31/2024 | Asset Planning Corporation | 18,151 | $598K | 0.4% | +20.7% | 0.144% | |
7/31/2024 | Commonwealth Equity Services LLC | 34,788 | $1.15M | 0.0% | +38.2% | 0.276% | |
7/30/2024 | Trellis Wealth Advisors LLC | 50,669 | $1.67M | 0.9% | +22.3% | 0.402% | |
7/30/2024 | North Ridge Wealth Advisors Inc. | 13,366 | $440K | 0.3% | -4.2% | 0.106% | |
7/30/2024 | DiNuzzo Private Wealth Inc. | 28,926 | $953K | 0.1% | -2.8% | 0.230% | |
7/30/2024 | Adero Partners LLC | 497,314 | $16.38M | 1.2% | +12.0% | 3.947% | |
7/30/2024 | Forum Financial Management LP | 278,299 | $9.17M | 0.2% | +6.3% | 2.209% | |
7/30/2024 | RAM Investment Partners LLC | 72,193 | $2.38M | 0.7% | +32.3% | 0.573% | |
7/29/2024 | Modera Wealth Management LLC | 17,932 | $591K | 0.0% | -13.4% | 0.142% | |
7/26/2024 | Cordant Inc. | 17,610 | $580K | 0.3% | +2.7% | 0.140% | |
7/25/2024 | Retirement Solution LLC | 412,153 | $13.58M | 3.6% | +1.2% | 3.271% | |
7/25/2024 | Tanager Wealth Management LLP | 9,078 | $299K | 0.0% | +4.2% | 0.072% | |
7/25/2024 | Waypoint Wealth Partners Inc. | 43,680 | $1.44M | 0.4% | +116.0% | 0.347% | |
7/23/2024 | Level Financial Advisors | 14,805 | $488K | 0.2% | +33.0% | 0.118% | |
7/23/2024 | Elser Financial Planning Inc | 171,569 | $5.65M | 0.9% | N/A | 1.362% | |
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7/19/2024 | BetterWealth LLC | 37,152 | $1.22M | 0.4% | -1.6% | 0.295% | |
7/19/2024 | Revolve Wealth Partners LLC | 47,633 | $1.57M | 0.3% | +25.7% | 0.378% | |
7/19/2024 | Signature Resources Capital Management LLC | 1,049 | $35K | 0.0% | +52.7% | 0.008% | |
7/18/2024 | Pure Financial Advisors LLC | 9,103 | $300K | 0.0% | N/A | 0.072% | |
7/18/2024 | Fiduciary Financial Group LLC | 9,011 | $310K | 0.1% | N/A | 0.072% | |
7/17/2024 | Physician Wealth Advisors Inc. | 10,640 | $365K | 0.1% | -4.3% | 0.084% | |
7/16/2024 | RHS Financial LLC | 6,265 | $206K | 0.1% | -12.4% | 0.050% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 115,011 | $3.79M | 0.0% | +0.4% | 0.913% | |
7/15/2024 | Quantum Financial Advisors LLC | 907,041 | $29.88M | 4.9% | +2.9% | 7.199% | |
7/12/2024 | Cardinal Point Capital Management ULC | 63,750 | $2.10M | 0.4% | +544.6% | 0.506% | |