5/14/2024 | Sax Wealth Advisors LLC | 624,908 | $16.84M | 2.0% | +12.9% | 0.790% | |
5/14/2024 | Northwest Wealth Management LLC | 57,348 | $1.55M | 0.4% | +7.2% | 0.073% | |
5/9/2024 | Forum Financial Management LP | 6,080,822 | $163.82M | 2.8% | -1.8% | 7.688% | |
5/9/2024 | MB Generational Wealth LLC | 187,305 | $5.05M | 4.6% | +10.8% | 0.237% | |
5/9/2024 | Angeles Wealth Management LLC | 17,582 | $474K | 0.0% | +146.6% | 0.022% | |
5/8/2024 | Tranquility Partners LLC | 9,561 | $258K | 0.1% | +11.4% | 0.012% | |
|
5/7/2024 | TCI Wealth Advisors Inc. | 413,479 | $11.14M | 1.1% | +3.7% | 0.523% | |
5/7/2024 | PFG Advisors | 60,230 | $1.62M | 0.1% | +6.1% | 0.076% | |
5/7/2024 | Empowered Funds LLC | 560,799 | $15.11M | 0.3% | N/A | 0.709% | |
5/6/2024 | DiNuzzo Private Wealth Inc. | 630,520 | $16.99M | 2.3% | +0.7% | 0.797% | |
5/3/2024 | Rehmann Capital Advisory Group | 23,489 | $633K | 0.0% | +17.7% | 0.031% | |
5/3/2024 | Liberty Wealth Management LLC | 257,966 | $6.95M | 1.4% | -0.7% | 0.335% | |
5/1/2024 | Blue Trust Inc. | 35,255 | $950K | 0.0% | +10.0% | 0.046% | |
5/1/2024 | Bridgewater Advisors Inc. | 1,887,327 | $50.85M | 7.6% | +63.8% | 2.451% | |
5/1/2024 | Envision Financial Planning LLC | 128,079 | $3.45M | 2.8% | +22.6% | 0.166% | |
5/1/2024 | Sequoia Financial Advisors LLC | 303,264 | $8.17M | 0.1% | +9.7% | 0.394% | |
5/1/2024 | DecisionPoint Financial LLC | 1,002 | $26K | 0.0% | N/A | 0.001% | |
4/30/2024 | Hutchens & Kramer Investment Management Group LLC | 10,698 | $288K | 0.2% | -12.0% | 0.014% | |
4/29/2024 | Commonwealth Equity Services LLC | 138,011 | $3.72M | 0.0% | +12.2% | 0.179% | |
4/29/2024 | Wealthspan Partners LLC | 26,264 | $708K | 0.4% | +14.0% | 0.034% | |
4/29/2024 | PBMares Wealth Management LLC | 180,431 | $4.86M | 1.3% | +19.6% | 0.234% | |
4/27/2024 | Glass Jacobson Investment Advisors llc | 50,322 | $1.36M | 0.5% | -8.5% | 0.065% | |
4/26/2024 | RCS Financial Planning LLC | 79,779 | $2.15M | 1.3% | -11.8% | 0.104% | |
4/26/2024 | Claris Advisors LLC MO | 116,816 | $3.15M | 1.6% | +9.7% | 0.152% | |
4/25/2024 | Capital Investment Advisory Services LLC | 5,397 | $145K | 0.0% | +3,019.7% | 0.007% | |
4/24/2024 | Oceanside Advisors LLC | 242,627 | $6.54M | 5.4% | +2.1% | 0.315% | |
4/24/2024 | Spire Wealth Management | 7,060 | $190K | 0.0% | +69.1% | 0.009% | |
4/24/2024 | Gemmer Asset Management LLC | 12,594 | $339K | 0.0% | -11.9% | 0.016% | |
4/24/2024 | Midwest Heritage Bank FSB | 45,954 | $1.24M | 0.7% | +150.0% | 0.060% | |
4/23/2024 | Meredith Wealth Planning | 299,431 | $8.07M | 4.5% | +12.2% | 0.389% | |
4/23/2024 | Satovsky Asset Management LLC | 891,022 | $24.00M | 7.0% | -0.9% | 1.157% | |
4/23/2024 | Applied Capital LLC | 122,573 | $3.30M | 2.0% | +6.6% | 0.159% | |
4/23/2024 | Sutton Place Investors LLC | 7,686 | $207K | 0.1% | N/A | 0.010% | |
4/22/2024 | Drive Wealth Management LLC | 50,448 | $1.36M | 0.4% | +20.7% | 0.066% | |
4/20/2024 | BetterWealth LLC | 425,065 | $11.45M | 3.7% | +0.9% | 0.552% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 699,665 | $18.85M | 0.5% | +4.8% | 0.909% | |
4/19/2024 | Altiora Financial Group LLC | 8,776 | $236K | 0.1% | N/A | 0.011% | |
4/18/2024 | Diversified Trust Co | 7,500 | $202K | 0.0% | N/A | 0.013% | |
4/18/2024 | Breakwater Capital Group | 65,530 | $1.77M | 0.4% | +449.7% | 0.117% | |
4/17/2024 | Annapolis Financial Services LLC | 9,956 | $268K | 0.1% | -53.6% | 0.018% | |
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4/17/2024 | Meritas Wealth Management LLC | 55,382 | $1.49M | 1.0% | +197.8% | 0.099% | |
4/16/2024 | Firethorn Wealth Partners LLC | 23,421 | $631K | 0.4% | +48.8% | 0.042% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 18,742 | $505K | 0.0% | +4.8% | 0.033% | |
4/15/2024 | Disciplined Investments LLC | 9,007 | $243K | 0.1% | N/A | 0.016% | |
4/15/2024 | Great Oak Capital Partners LLC | 422,240 | $11.38M | 5.0% | +34.9% | 0.754% | |
4/13/2024 | Evanson Asset Management LLC | 55,010 | $1.48M | 0.1% | +14.2% | 0.098% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 176,993 | $4.77M | 0.2% | +10.9% | 0.316% | |
4/12/2024 | Carlson Capital Management | 3,827,944 | $103.13M | 4.9% | -25.2% | 6.836% | |
4/11/2024 | Market Street Wealth Management Advisors LLC | 470,941 | $12.69M | 2.2% | +9.6% | 0.841% | |
4/11/2024 | Walden Wealth Partners LLC | 333,047 | $8.85M | 5.1% | +8.3% | 0.595% | |
4/10/2024 | Aprio Wealth Management LLC | 1,513,699 | $40.78M | 8.0% | +14.3% | 2.703% | |
4/10/2024 | Park Avenue Securities LLC | 648,164 | $17.46M | 0.2% | +30.8% | 1.157% | |
4/5/2024 | Lam Group Inc. | 3,800 | $102K | 0.1% | +256.8% | 0.007% | |
3/20/2024 | Family Wealth Partners LLC | 115,479 | $2.96M | 2.3% | N/A | 0.206% | |
3/14/2024 | Walden Wealth Partners LLC | 307,447 | $7.89M | 5.0% | N/A | 0.549% | |
3/14/2024 | Yeomans Consulting Group Inc. | 91,728 | $2.35M | 1.2% | N/A | 0.164% | |
2/29/2024 | Tortoise Investment Management LLC | 65,645 | $1.68M | 0.2% | -9.2% | 0.117% | |
2/28/2024 | Abel Hall LLC | 90,784 | $2.33M | 2.0% | N/A | 0.162% | |
2/26/2024 | Great Oak Capital Partners LLC | 313,033 | $8.03M | 4.3% | N/A | 0.559% | |
2/23/2024 | Chicago Partners Investment Group LLC | 124,044 | $3.14M | 0.1% | +28.3% | 0.222% | |
2/15/2024 | Freedom Investment Management Inc. | 147,073 | $3.77M | 0.3% | N/A | 0.263% | |
2/15/2024 | Buckingham Strategic Partners LLC | 363,592 | $9.33M | 0.4% | +221.3% | 0.649% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 723,488 | $18.57M | 0.2% | +259.9% | 1.292% | |
2/14/2024 | Waverly Advisors LLC | 300,123 | $7.70M | 0.3% | +10.0% | 0.536% | |
2/14/2024 | True Wealth Design LLC | 442,086 | $11.34M | 3.2% | +9.0% | 0.789% | |
2/14/2024 | Northwest Wealth Management LLC | 53,476 | $1.37M | 0.4% | +11.5% | 0.095% | |
2/14/2024 | Elevate Wealth Advisory Inc. | 9,162 | $235K | 0.2% | N/A | 0.016% | |
2/14/2024 | Intrepid Capital Management Inc. | 23,652 | $607K | 0.4% | +83.4% | 0.042% | |
2/13/2024 | Angeles Wealth Management LLC | 7,130 | $183K | 0.0% | N/A | 0.013% | |
2/13/2024 | Envestnet Asset Management Inc. | 10,655,798 | $273.43M | 0.1% | +17.3% | 19.028% | |
2/13/2024 | Exencial Wealth Advisors LLC | 29,404 | $754K | 0.0% | N/A | 0.053% | |
2/12/2024 | Adero Partners LLC | 5,808,882 | $149.06M | 12.7% | +2.0% | 10.373% | |
2/12/2024 | Fischer Investment Strategies LLC | 296,952 | $7.62M | 5.8% | +164.0% | 0.530% | |
2/12/2024 | Fortress Wealth Management Inc. | 187,345 | $4.81M | 2.6% | -19.6% | 0.335% | |
2/9/2024 | Advisory Services Network LLC | 10,318 | $265K | 0.0% | +7.3% | 0.018% | |
2/9/2024 | EverSource Wealth Advisors LLC | 32,571 | $836K | 0.1% | +253.9% | 0.058% | |
2/9/2024 | Milestone Investment Advisors LLC | 32,164 | $825K | 0.2% | -11.7% | 0.057% | |
2/9/2024 | Corient Private Wealth LLC | 1,296,093 | $33.26M | 0.1% | +2.3% | 2.314% | |
2/9/2024 | Andrews Lucia Wealth Management LLC | 19,759 | $507K | 0.4% | -6.5% | 0.035% | |
2/8/2024 | Tortoise Investment Management LLC | 69,480 | $1.78M | 0.2% | -3.9% | 0.124% | |
2/8/2024 | Beacon Pointe Advisors LLC | 234,906 | $6.03M | 0.1% | -1.0% | 0.419% | |
2/8/2024 | Efficient Advisors LLC | 472,447 | $12.12M | 0.8% | +0.7% | 0.844% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 8,820 | $226K | 0.0% | N/A | 0.016% | |
2/8/2024 | MB Generational Wealth LLC | 168,999 | $4.34M | 4.1% | N/A | 0.302% | |
2/8/2024 | RCS Financial Planning LLC | 90,475 | $2.32M | 1.5% | +2.0% | 0.162% | |
2/7/2024 | Forum Financial Management LP | 6,194,090 | $158.94M | 3.0% | +4.7% | 11.061% | |
2/7/2024 | Hutchinson Capital Management CA | 62,725 | $1.61M | 0.4% | +11.1% | 0.112% | |
2/6/2024 | Apollon Wealth Management LLC | 36,300 | $931K | 0.0% | +129.7% | 0.065% | |
2/6/2024 | Lincoln National Corp | 40,860 | $1.05M | 0.0% | +6.0% | 0.073% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 17,880 | $459K | 0.0% | N/A | 0.032% | |
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2/6/2024 | Spire Wealth Management | 4,176 | $105K | 0.0% | +1,669.5% | 0.007% | |
2/6/2024 | TCI Wealth Advisors Inc. | 398,762 | $10.23M | 1.1% | +8.5% | 0.712% | |
2/6/2024 | Claris Advisors LLC MO | 106,468 | $2.73M | 1.5% | +31.4% | 0.190% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 264,872 | $6.80M | 0.3% | +21.4% | 0.473% | |
2/6/2024 | Robertson Stephens Wealth Management LLC | 33,761 | $866K | 0.1% | +5.2% | 0.060% | |
2/6/2024 | DiNuzzo Private Wealth Inc. | 626,435 | $16.07M | 2.3% | N/A | 1.119% | |
2/5/2024 | Savant Capital LLC | 73,453 | $1.89M | 0.0% | N/A | 0.131% | |
2/5/2024 | Bridgewater Advisors Inc. | 1,151,924 | $29.56M | 4.5% | +6.2% | 2.057% | |
2/2/2024 | Truist Financial Corp | 23,760 | $610K | 0.0% | +20.7% | 0.042% | |
2/2/2024 | Retirement Solution Inc. | 154,146 | $3.96M | 1.2% | +2.2% | 0.275% | |