11/4/2024 | Axxcess Wealth Management LLC | 60,165 | $1.76M | 0.0% | +26.0% | 0.018% | |
11/2/2024 | Summit Wealth & Retirement Planning Inc. | 525,175 | $15.33M | 4.9% | +2.7% | 0.156% | |
11/2/2024 | RKL Wealth Management LLC | 321,785 | $9.39M | 0.8% | -5.7% | 0.096% | |
11/1/2024 | Atria Investments Inc | 213,951 | $6.24M | 0.1% | +2.4% | 0.064% | |
11/1/2024 | First Personal Financial Services | 1,662 | $48K | 0.0% | N/A | 0.000% | |
11/1/2024 | Objective Capital Management LLC | 15,483 | $452K | 0.3% | N/A | 0.005% | |
|
11/1/2024 | Rockbridge Investment Management LCC | 199,161 | $5.81M | 0.8% | -11.9% | 0.059% | |
11/1/2024 | Rovin Capital UT ADV | 25,270 | $737K | 0.3% | +76.2% | 0.008% | |
11/1/2024 | Leavell Investment Management Inc. | 93,842 | $2.74M | 0.1% | -6.2% | 0.028% | |
11/1/2024 | Bensler LLC | 29,849 | $871K | 0.1% | -9.6% | 0.009% | |
10/31/2024 | Droms Strauss Advisors Inc. MO ADV | 52,903 | $1.54M | 0.5% | +2.0% | 0.016% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 59,036 | $1.72M | 0.4% | +2.3% | 0.018% | |
10/31/2024 | American Capital Advisory LLC | 3,512 | $102K | 0.1% | -27.2% | 0.001% | |
10/31/2024 | Family Asset Management LLC | 1,654 | $48K | 0.0% | -17.7% | 0.000% | |
10/30/2024 | Ballast Advisors LLC | 263,619 | $7.69M | 2.4% | -2.5% | 0.078% | |
10/30/2024 | Armor Investment Advisors LLC | 122,335 | $3.57M | 1.5% | +7.7% | 0.036% | |
10/30/2024 | Foster & Motley Inc. | 36,146 | $1.06M | 0.1% | -5.0% | 0.011% | |
10/30/2024 | Milestone Investment Advisors LLC | 4,531 | $132K | 0.0% | -39.7% | 0.001% | |
10/30/2024 | Johnson Financial Group LLC | 25,211 | $736K | 0.1% | -4.1% | 0.007% | |
10/30/2024 | Falcon Wealth Planning | 20,575 | $600K | 0.1% | -6.5% | 0.006% | |
10/30/2024 | Madden Advisory Services Inc. | 41,217 | $1.20M | 0.6% | +11.0% | 0.012% | |
10/30/2024 | FSM Wealth Advisors LLC | 10,907 | $318K | 0.1% | +4.0% | 0.003% | |
10/30/2024 | PDS Planning Inc | 6,669 | $195K | 0.0% | N/A | 0.002% | |
10/30/2024 | Garrison Asset Management LLC | 17,961 | $524K | 0.3% | +9.0% | 0.005% | |
10/30/2024 | FIDELIS iM LLC | 119,477 | $3.49M | 1.6% | +2.8% | 0.035% | |
10/30/2024 | Klingenstein Fields & Co. LP | 995,072 | $29.04M | 1.2% | -4.7% | 0.296% | |
10/29/2024 | BSW Wealth Partners | 12,890 | $376K | 0.1% | -14.1% | 0.004% | |
10/29/2024 | Janney Montgomery Scott LLC | 51,513 | $1.50M | 0.0% | N/A | 0.015% | |
10/29/2024 | Indie Asset Partners LLC | 13,997 | $408K | 0.3% | N/A | 0.004% | |
10/29/2024 | Pure Financial Advisors LLC | 13,342 | $389K | 0.0% | -4.8% | 0.004% | |
10/29/2024 | Farther Finance Advisors LLC | 13,256 | $387K | 0.0% | -22.3% | 0.004% | |
10/28/2024 | Lowe Brockenbrough & Co. Inc. | 36,794 | $1.07M | 0.1% | +11.5% | 0.011% | |
10/28/2024 | Values Added Financial LLC | 14,534 | $424K | 0.3% | -6.9% | 0.004% | |
10/28/2024 | Wade Financial Advisory Inc | 13,489 | $394K | 0.1% | -4.1% | 0.004% | |
10/28/2024 | TPG Advisors LLC | 66,855 | $1.95M | 1.5% | -2.8% | 0.020% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 38,987 | $1.14M | 0.1% | +1.9% | 0.012% | |
10/28/2024 | Focus Financial Network Inc. | 64,260 | $1.88M | 0.1% | -7.1% | 0.019% | |
10/28/2024 | Reston Wealth Management LLC | 21,615 | $631K | 0.2% | -78.1% | 0.006% | |
10/28/2024 | US Bancorp DE | 3,812,699 | $111.26M | 0.1% | +12,168.2% | 1.133% | |
10/28/2024 | Goldstone Financial Group LLC | 9,148 | $267K | 0.0% | N/A | 0.003% | |
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10/25/2024 | Voisard Asset Management Group Inc. | 35,261 | $1.03M | 0.4% | +376.4% | 0.010% | |
10/25/2024 | Boyd Wealth Management LLC | 210,215 | $6.13M | 3.1% | -46.3% | 0.062% | |
10/25/2024 | Strategic Financial Planning Inc. | 108,981 | $3.18M | 2.1% | -4.2% | 0.032% | |
10/25/2024 | JFS Wealth Advisors LLC | 185,045 | $5.40M | 0.4% | -2.4% | 0.055% | |
10/25/2024 | Fort Vancouver Investment Management LLC | 33,592 | $980K | 0.8% | +27.3% | 0.010% | |
10/25/2024 | Mutual Advisors LLC | 79,449 | $2.28M | 0.1% | -2.8% | 0.024% | |
10/25/2024 | Nicholas Hoffman & Company LLC. | 198,427 | $5.79M | 0.2% | +0.5% | 0.059% | |
10/25/2024 | Lodestar Private Asset Management LLC | 68,862 | $2.01M | 0.3% | -1.0% | 0.020% | |
10/25/2024 | Eagle Strategies LLC | 35,298 | $1.03M | 0.2% | -20.8% | 0.010% | |
10/25/2024 | BCK Partners Inc. | 129,426 | $3.78M | 1.8% | +0.5% | 0.038% | |
10/25/2024 | Valmark Advisers Inc. | 58,934 | $1.72M | 0.0% | -3.4% | 0.018% | |
10/25/2024 | Strategic Blueprint LLC | 21,384 | $624K | 0.0% | N/A | 0.006% | |
10/25/2024 | Cornerstone Wealth Advisors Inc. | 209,380 | $6.11M | 1.7% | +1.4% | 0.062% | |
10/24/2024 | Gemmer Asset Management LLC | 208,995 | $6.10M | 0.6% | +7.4% | 0.062% | |
10/24/2024 | TruNorth Capital Management LLC | 287,989 | $8.40M | 2.5% | +5.9% | 0.086% | |
10/24/2024 | Peterson Wealth Advisors LLC | 7,083 | $207K | 0.0% | N/A | 0.002% | |
10/24/2024 | J.W. Cole Advisors Inc. | 8,366 | $244K | 0.0% | N/A | 0.002% | |
10/24/2024 | Ackerman Capital Advisors LLC | 229,973 | $6.71M | 1.7% | -2.1% | 0.068% | |
10/24/2024 | Valley National Advisers Inc. | 119,846 | $3.50M | 0.6% | -37.3% | 0.036% | |
10/24/2024 | Capital Advisors Ltd. LLC | 14,975 | $437K | 0.1% | -6.6% | 0.004% | |
10/24/2024 | Bristlecone Advisors LLC | 3,030 | $88K | 0.0% | N/A | 0.001% | |
10/24/2024 | Modera Wealth Management LLC | 54,987 | $1.61M | 0.0% | +8.1% | 0.016% | |
10/24/2024 | MCF Advisors LLC | 22,617 | $660K | 0.0% | -5.7% | 0.007% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 2,314,572 | $67.54M | 0.1% | -3.2% | 0.688% | |
10/23/2024 | Allworth Financial LP | 58,346 | $1.70M | 0.0% | +1.7% | 0.017% | |
10/23/2024 | Lake Street Advisors Group LLC | 508,858 | $14.85M | 0.7% | +7.1% | 0.151% | |
10/23/2024 | Strategic Investment Solutions Inc. IL | 1,191 | $35K | 0.0% | +112.3% | 0.000% | |
10/23/2024 | Ballentine Partners LLC | 736,243 | $21.48M | 0.4% | -1.4% | 0.219% | |
10/23/2024 | Silver Oak Securities Incorporated | 40,462 | $1.19M | 0.1% | +397.1% | 0.012% | |
10/23/2024 | Element Wealth LLC | 32,934 | $961K | 0.5% | +4.1% | 0.010% | |
10/23/2024 | Bogart Wealth LLC | 108,458 | $3.17M | 0.1% | -2.6% | 0.032% | |
10/23/2024 | Grimes & Company Inc. | 79,673 | $2.33M | 0.1% | +7.6% | 0.024% | |
10/23/2024 | Signature Resources Capital Management LLC | 3,848 | $112K | 0.1% | -8.2% | 0.001% | |
10/23/2024 | JMG Financial Group Ltd. | 931,405 | $27.18M | 0.9% | +5.1% | 0.277% | |
10/23/2024 | Brighton Jones LLC | 34,192 | $998K | 0.0% | -24.4% | 0.010% | |
10/23/2024 | SimpliFi Inc. | 10,064 | $294K | 0.1% | -23.1% | 0.003% | |
10/22/2024 | McAdam LLC | 1,304,505 | $38.07M | 2.1% | -5.7% | 0.388% | |
10/22/2024 | Rebalance LLC | 2,055,415 | $59.98M | 4.4% | +5.2% | 0.611% | |
10/22/2024 | Rainey & Randall Investment Management Inc. | 981,067 | $28.63M | 6.1% | -0.2% | 0.291% | |
10/22/2024 | Liberty Capital Management Inc. | 7,487 | $218K | 0.0% | N/A | 0.002% | |
10/22/2024 | Private Advisor Group LLC | 75,468 | $2.20M | 0.0% | -13.4% | 0.022% | |
10/22/2024 | Sebold Capital Management Inc. | 39,675 | $1.16M | 0.8% | -4.1% | 0.012% | |
10/22/2024 | Christensen King & Associates Investment Services Inc. | 132,598 | $3.87M | 1.8% | -1.9% | 0.039% | |
10/22/2024 | Warner Financial Inc. | 8,283 | $242K | 0.1% | -58.8% | 0.002% | |
10/22/2024 | Signaturefd LLC | 19,486 | $569K | 0.0% | +4.7% | 0.006% | |
10/22/2024 | Sequoia Financial Advisors LLC | 185,683 | $5.42M | 0.1% | -2.0% | 0.055% | |
10/22/2024 | Wooster Corthell Wealth Management Inc. | 454,799 | $13.27M | 2.8% | +0.6% | 0.135% | |
10/21/2024 | Courage Miller Partners LLC | 219,778 | $6.41M | 2.2% | -0.7% | 0.065% | |
10/21/2024 | Carolina Wealth Advisors LLC | 40,034 | $1.17M | 0.6% | -3.2% | 0.012% | |
10/21/2024 | Northwest Investment Counselors LLC | 42,066 | $1.23M | 0.3% | -5.8% | 0.012% | |
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10/21/2024 | Retirement Guys Formula LLC | 111,890 | $3.27M | 1.5% | -2.0% | 0.033% | |
10/21/2024 | Sightline Wealth Advisors LLC | 141,594 | $4.13M | 2.3% | -5.5% | 0.042% | |
10/19/2024 | Cyndeo Wealth Partners LLC | 31,756 | $927K | 0.1% | -14.9% | 0.009% | |
10/19/2024 | Pure Portfolios Holdings LLC | 472,198 | $13.78M | 5.2% | N/A | 0.140% | |
10/18/2024 | Waypoint Capital Advisors LLC | 34,141 | $996K | 0.2% | -2.1% | 0.010% | |
10/18/2024 | Embree Financial Group | 125,513 | $3.66M | 0.7% | -0.8% | 0.037% | |
10/18/2024 | Etesian Wealth Advisors Inc. | 84,634 | $2.47M | 1.1% | -25.1% | 0.025% | |
10/18/2024 | Bartlett & CO. Wealth Management LLC | 132,487 | $3.87M | 0.1% | -1.6% | 0.039% | |
10/18/2024 | Blue Trust Inc. | 3,113 | $83K | 0.0% | +323.5% | 0.001% | |
10/18/2024 | Accurate Wealth Management LLC | 51,145 | $1.47M | 0.3% | +30.5% | 0.015% | |