11/18/2024 | Rehmann Capital Advisory Group | 20,759 | $772K | 0.1% | +10.7% | 0.074% | |
11/15/2024 | Jane Street Group LLC | 46,577 | $1.73M | 0.0% | +141.2% | 0.167% | |
11/15/2024 | Stifel Financial Corp | 19,300 | $718K | 0.0% | +32.1% | 0.069% | |
11/13/2024 | Carlson Capital Management | 59,381 | $2.21M | 0.1% | +78.5% | 0.213% | |
11/13/2024 | D.A. Davidson & CO. | 20,209 | $751K | 0.0% | -6.3% | 0.072% | |
11/12/2024 | Truepoint Inc. | 69,973 | $2.60M | 0.1% | +32.2% | 0.251% | |
|
11/12/2024 | Nwam LLC | 189,040 | $7.03M | 0.4% | N/A | 0.678% | |
11/12/2024 | RW Investment Management LLC | 53,660 | $2.00M | 0.2% | +0.8% | 0.192% | |
11/8/2024 | Avior Wealth Management LLC | 807 | $30K | 0.0% | +169.0% | 0.003% | |
11/8/2024 | Equita Financial Network Inc. | 45,245 | $1.68M | 0.6% | N/A | 0.162% | |
11/7/2024 | Caprock Group LLC | 22,160 | $824K | 0.0% | +34.3% | 0.079% | |
11/7/2024 | Pathstone Holdings LLC | 269,070 | $10.00M | 0.0% | +8.6% | 0.964% | |
11/7/2024 | MB Generational Wealth LLC | 87,705 | $3.26M | 2.3% | -1.5% | 0.314% | |
11/7/2024 | Envision Financial Planning LLC | 10,861 | $404K | 0.2% | +73.9% | 0.039% | |
11/6/2024 | Adero Partners LLC | 522,743 | $19.44M | 1.3% | +4.4% | 1.874% | |
11/6/2024 | OneDigital Investment Advisors LLC | 186,645 | $6.94M | 0.1% | +47.7% | 0.669% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 9,234 | $343K | 0.0% | -5.8% | 0.033% | |
11/4/2024 | Addison Advisors LLC | 74,068 | $2.75M | 0.8% | +15.2% | 0.265% | |
11/2/2024 | Retirement Solution LLC | 5,845,593 | $217.52M | 53.0% | -2.6% | 20.952% | |
11/1/2024 | Rockbridge Investment Management LCC | 73,634 | $2.74M | 0.4% | +1.7% | 0.264% | |
10/31/2024 | Wealth Architects LLC | 130,519 | $4.85M | 0.5% | +17.7% | 0.468% | |
10/31/2024 | Trademark Financial Management LLC | 5,595 | $208K | 0.2% | N/A | 0.020% | |
10/29/2024 | Forum Financial Management LP | 397,505 | $14.78M | 0.2% | +0.7% | 1.425% | |
10/29/2024 | Opes Wealth Management LLC | 17,211 | $640K | 0.1% | +4.4% | 0.062% | |
10/29/2024 | Pure Financial Advisors LLC | 89,625 | $3.33M | 0.1% | +315.0% | 0.321% | |
10/29/2024 | Chicago Partners Investment Group LLC | 72,926 | $2.73M | 0.1% | +2.4% | 0.261% | |
10/29/2024 | Creative Capital Management Investments LLC | 19,343 | $719K | 0.3% | +106.5% | 0.069% | |
10/29/2024 | Farther Finance Advisors LLC | 35,934 | $1.34M | 0.1% | +452.2% | 0.129% | |
10/28/2024 | Penobscot Wealth Management | 36,237 | $1.35M | 0.7% | +12.6% | 0.130% | |
10/28/2024 | Austin Wealth Management LLC | 7,515 | $277K | 0.1% | N/A | 0.027% | |
10/25/2024 | Diversify Wealth Management LLC | 18,558 | $694K | 0.1% | -9.1% | 0.067% | |
10/25/2024 | Quarry Hill Advisors LLC | 171,608 | $6.38M | 4.3% | +1.4% | 0.615% | |
10/25/2024 | Geometric Wealth Advisors | 11,046 | $411K | 0.1% | N/A | 0.040% | |
10/24/2024 | TCI Wealth Advisors Inc. | 43,793 | $1.63M | 0.1% | +65.0% | 0.157% | |
10/24/2024 | Modera Wealth Management LLC | 38,499 | $1.43M | 0.0% | -2.4% | 0.138% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 404,096 | $15.02M | 0.0% | +13.2% | 1.448% | |
10/23/2024 | North Ridge Wealth Advisors Inc. | 27,580 | $1.03M | 0.7% | +98.5% | 0.099% | |
10/23/2024 | Heritage Financial Services LLC | 310,642 | $11.55M | 1.5% | -0.7% | 1.113% | |
10/23/2024 | Northland Capital Management LLC | 134,454 | $5.00M | 2.9% | +9.2% | 0.482% | |
10/23/2024 | Brighton Jones LLC | 94,441 | $3.51M | 0.1% | +2.1% | 0.338% | |
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10/22/2024 | RAM Investment Partners LLC | 98,983 | $3.68M | 1.0% | +20.6% | 0.355% | |
10/22/2024 | BetterWealth LLC | 85,433 | $3.18M | 0.9% | -1.9% | 0.306% | |
10/22/2024 | Private Advisor Group LLC | 53,521 | $1.99M | 0.0% | +4.6% | 0.192% | |
10/21/2024 | Trellis Wealth Advisors LLC | 60,643 | $2.26M | 1.1% | +5.2% | 0.217% | |
10/19/2024 | McClarren Financial Advisors Inc. | 4,211 | $156K | 0.1% | +12,285.3% | 0.015% | |
10/17/2024 | Cordant Inc. | 23,562 | $876K | 0.4% | -12.7% | 0.084% | |
10/16/2024 | Physician Wealth Advisors Inc. | 34,337 | $1.29M | 0.2% | -1.5% | 0.123% | |
10/16/2024 | Asset Dedication LLC | 74,124 | $2.76M | 0.2% | +31.3% | 0.266% | |
10/16/2024 | Acorn Creek Capital LLC | 7,291 | $271K | 0.1% | -3.8% | 0.026% | |
10/15/2024 | von Borstel & Associates Inc. | 15,050 | $559K | 0.3% | N/A | 0.054% | |
10/11/2024 | Henrickson Nauta Wealth Advisors Inc. | 18,545 | $690K | 0.3% | +4.4% | 0.066% | |
10/10/2024 | Shira Ridge Wealth Management | 32,819 | $1.22M | 0.6% | -10.4% | 0.118% | |
10/10/2024 | Shore Point Advisors LLC | 11,501 | $428K | 0.2% | N/A | 0.041% | |
10/10/2024 | Level Financial Advisors | 47,341 | $1.76M | 0.7% | +21.2% | 0.170% | |
10/10/2024 | Fiduciary Financial Group LLC | 35,862 | $1.33M | 0.3% | +36.9% | 0.129% | |
10/9/2024 | Clarius Group LLC | 7,374 | $274K | 0.0% | N/A | 0.026% | |
10/9/2024 | LifePro Asset Management | 86,807 | $3.23M | 2.0% | +64.6% | 0.311% | |
10/8/2024 | Towneley Capital Management Inc DE | 7,760 | $289K | 0.1% | +5.1% | 0.028% | |
10/8/2024 | Cardinal Point Capital Management ULC | 170,810 | $6.35M | 1.1% | +7.4% | 0.612% | |
10/7/2024 | New Capital Management LP | 313,831 | $11.67M | 3.3% | +0.4% | 1.125% | |
10/5/2024 | ZRC Wealth Management LLC | 5,027 | $187K | 0.1% | +71.7% | 0.018% | |
10/5/2024 | Quantum Financial Advisors LLC | 2,231,633 | $82.97M | 13.0% | +4.1% | 7.999% | |
10/3/2024 | Abacus Wealth Partners LLC | 974,384 | $36.23M | 5.4% | +6.3% | 3.492% | |
10/3/2024 | Apella Capital LLC | 132,635 | $4.89M | 0.2% | +14.0% | 0.475% | |
10/3/2024 | Meritas Wealth Management LLC | 13,175 | $490K | 0.3% | +89.3% | 0.047% | |
8/30/2024 | Strategic Investment Solutions Inc. IL | 182,692 | $6.56M | 2.1% | N/A | 0.655% | |
8/16/2024 | NewEdge Advisors LLC | 53,342 | $1.86M | 0.0% | -2.2% | 0.191% | |
8/14/2024 | RW Investment Management LLC | 53,249 | $1.86M | 0.3% | +1.1% | 0.191% | |
8/13/2024 | Merriman Wealth Management LLC | 1,006,579 | $35.09M | 1.5% | -0.3% | 3.608% | |
8/12/2024 | Brighton Jones LLC | 92,456 | $3.22M | 0.1% | +7.5% | 0.331% | |
8/8/2024 | Grand Wealth Management LLC | 2,205 | $77K | 0.0% | -86.4% | 0.008% | |
8/7/2024 | Morling Financial Advisors LLC | 30,202 | $1.05M | 0.5% | +3.4% | 0.108% | |
8/6/2024 | Caprock Group LLC | 16,500 | $575K | 0.0% | N/A | 0.059% | |
8/6/2024 | Asset Dedication LLC | 56,461 | $1.97M | 0.1% | +10.7% | 0.202% | |
8/6/2024 | Monument Group Wealth Advisors LLC | 27,705 | $966K | 0.6% | +2.2% | 0.099% | |
8/6/2024 | Savant Capital LLC | 14,152 | $493K | 0.0% | +48.9% | 0.051% | |
8/5/2024 | Private Advisor Group LLC | 51,182 | $1.78M | 0.0% | +17.0% | 0.183% | |
8/5/2024 | Quarry Hill Advisors LLC | 169,291 | $5.90M | 3.9% | +17.8% | 0.607% | |
8/5/2024 | Addison Advisors LLC | 64,288 | $2.24M | 0.7% | +12.4% | 0.230% | |
8/5/2024 | Truepoint Inc. | 52,924 | $1.85M | 0.1% | +25.7% | 0.190% | |
8/2/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 24,280 | $846K | 0.2% | -3.2% | 0.087% | |
7/31/2024 | Henrickson Nauta Wealth Advisors Inc. | 17,762 | $619K | 0.3% | +2.5% | 0.064% | |
7/31/2024 | Bellevue Asset Management LLC | 3,277 | $114K | 0.1% | N/A | 0.012% | |
7/31/2024 | Commonwealth Equity Services LLC | 67,673 | $2.36M | 0.0% | +9.0% | 0.243% | |
7/30/2024 | Foster Group Inc. | 13,338 | $465K | 0.0% | N/A | 0.048% | |
7/30/2024 | North Ridge Wealth Advisors Inc. | 13,893 | $484K | 0.4% | -2.4% | 0.050% | |
7/30/2024 | DiNuzzo Private Wealth Inc. | 55,304 | $1.93M | 0.3% | -4.8% | 0.198% | |
7/30/2024 | Adero Partners LLC | 500,611 | $17.45M | 1.3% | +11.7% | 1.794% | |
7/30/2024 | Forum Financial Management LP | 394,574 | $13.76M | 0.2% | +4.8% | 1.414% | |
7/30/2024 | Penobscot Wealth Management | 32,168 | $1.13M | 0.7% | N/A | 0.115% | |
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7/30/2024 | RAM Investment Partners LLC | 82,095 | $2.86M | 0.8% | +17.7% | 0.294% | |
7/29/2024 | Modera Wealth Management LLC | 39,459 | $1.38M | 0.0% | -6.1% | 0.141% | |
7/26/2024 | Financial Connections Group Inc. | 12,085 | $421K | 0.2% | -35.6% | 0.043% | |
7/26/2024 | Cordant Inc. | 26,995 | $941K | 0.5% | -5.2% | 0.097% | |
7/25/2024 | Retirement Solution LLC | 5,999,862 | $209.16M | 56.2% | -1.7% | 21.505% | |
7/25/2024 | Tanager Wealth Management LLP | 21,094 | $735K | 0.1% | +12.4% | 0.076% | |
7/25/2024 | Laurel Wealth Planning LLC | 7,247 | $253K | 0.2% | -18.8% | 0.026% | |
7/25/2024 | Waypoint Wealth Partners Inc. | 120,776 | $4.21M | 1.2% | +123.3% | 0.433% | |
7/24/2024 | Flagstone Financial Management | 14,238 | $496K | 0.2% | +119.2% | 0.051% | |
7/24/2024 | Meritas Wealth Management LLC | 6,959 | $243K | 0.2% | -7.4% | 0.025% | |