5/15/2024 | CoreFirst Bank & Trust | 11,872 | $563K | 0.4% | +131.2% | 0.125% | |
5/9/2024 | MB Generational Wealth LLC | 81,239 | $3.85M | 3.5% | +25.7% | 0.857% | |
5/4/2024 | PrairieView Partners LLC | 11,392 | $540K | 0.1% | -1.9% | 0.120% | |
5/3/2024 | Callan Capital LLC | 40,559 | $1.92M | 0.2% | +2.8% | 0.428% | |
5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 92,389 | $4.38M | 1.2% | N/A | 0.975% | |
4/30/2024 | Private Advisor Group LLC | 41,831 | $1.98M | 0.0% | +109.5% | 0.441% | |
|
4/30/2024 | Perigon Wealth Management LLC | 100,995 | $4.79M | 0.1% | N/A | 1.065% | |
4/30/2024 | Commonwealth Equity Services LLC | 19,246 | $912K | 0.0% | +12.5% | 0.203% | |
4/29/2024 | FAS Wealth Partners Inc. | 1,627 | $77K | 0.0% | N/A | 0.017% | |
4/25/2024 | Capital Investment Advisory Services LLC | 10,324 | $489K | 0.1% | +9.5% | 0.109% | |
4/24/2024 | Oceanside Advisors LLC | 79,498 | $3.77M | 3.1% | +4.4% | 0.839% | |
4/24/2024 | Greenspring Advisors LLC | 10,341 | $490K | 0.1% | +132.4% | 0.109% | |
4/23/2024 | Meredith Wealth Planning | 210,358 | $9.97M | 5.6% | +3.4% | 2.219% | |
4/23/2024 | BSW Wealth Partners | 121,496 | $5.76M | 1.0% | +2,135.4% | 1.282% | |
4/23/2024 | Strategic Blueprint LLC | 38,236 | $1.81M | 0.1% | +2.2% | 0.403% | |
4/19/2024 | Northland Capital Management LLC | 46,274 | $2.19M | 1.5% | +1.3% | 0.488% | |
4/18/2024 | Breakwater Capital Group | 12,655 | $600K | 0.2% | +42.1% | 0.133% | |
4/16/2024 | Fidelity D & D Bancorp Inc. | 73,330 | $3.48M | 2.6% | +9.8% | 0.774% | |
4/16/2024 | Enzi Wealth | 74,629 | $3.49M | 1.6% | +44.8% | 1.159% | |
4/12/2024 | Anderson Hoagland & Co. | 171,261 | $8.17M | 0.9% | -16.2% | 2.659% | |
4/5/2024 | Lam Group Inc. | 12,265 | $581K | 0.5% | +153.1% | 0.190% | |
3/18/2024 | CoreFirst Bank & Trust | 5,135 | $236K | 0.2% | +220.9% | 0.080% | |
2/29/2024 | Tortoise Investment Management LLC | 48,117 | $2.21M | 0.3% | +6.8% | 0.747% | |
2/27/2024 | Beaird Harris Wealth Management LLC | 1,025 | $47K | 0.0% | N/A | 0.016% | |
2/21/2024 | Austin Wealth Management LLC | 69,801 | $3.25M | 0.9% | +82.4% | 1.084% | |
2/14/2024 | True Wealth Design LLC | 3,464 | $159K | 0.0% | -33.7% | 0.054% | |
2/14/2024 | Enzi Wealth | 51,527 | $2.32M | 1.1% | N/A | 0.800% | |
2/9/2024 | BlackDiamond Wealth Management LLC | 5,877 | $266K | 0.2% | N/A | 0.091% | |
2/9/2024 | Balboa Wealth Partners | 5,493 | $253K | 0.1% | -8.6% | 0.085% | |
2/9/2024 | Corient Private Wealth LLC | 93,169 | $4.28M | 0.0% | -5.2% | 1.447% | |
2/9/2024 | Bayshore Asset Management LLC | 85,507 | $3.93M | 2.1% | +5.0% | 1.328% | |
2/8/2024 | Tortoise Investment Management LLC | 49,984 | $2.31M | 0.3% | +10.9% | 0.776% | |
2/8/2024 | MB Generational Wealth LLC | 64,609 | $2.97M | 2.8% | N/A | 1.003% | |
2/6/2024 | Private Advisor Group LLC | 19,964 | $918K | 0.0% | N/A | 0.310% | |
2/2/2024 | Red Lighthouse Investment Management LLC | 212,507 | $9.77M | 4.1% | +2.6% | 3.300% | |
2/2/2024 | Callan Capital LLC | 39,472 | $1.82M | 0.2% | N/A | 0.613% | |
2/1/2024 | Armbruster Capital Management Inc. | 284,575 | $13.08M | 3.0% | +8.0% | 4.419% | |
2/1/2024 | Capital Investment Advisory Services LLC | 9,432 | $434K | 0.0% | +51.0% | 0.146% | |
1/31/2024 | Mraz Amerine & Associates Inc. | 18,816 | $865K | 0.2% | -4.6% | 0.292% | |
1/30/2024 | Lam Group Inc. | 4,845 | $223K | 0.2% | +32.0% | 0.075% | |
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1/26/2024 | Capasso Planning Partners LLC | 4,448 | $204K | 0.1% | N/A | 0.069% | |
1/25/2024 | Meredith Wealth Planning | 203,395 | $9.35M | 5.8% | -14.3% | 3.158% | |
1/25/2024 | Strategic Blueprint LLC | 37,427 | $1.72M | 0.1% | +3.2% | 0.581% | |
1/25/2024 | BSW Wealth Partners | 5,435 | $250K | 0.0% | N/A | 0.084% | |
1/24/2024 | Northland Capital Management LLC | 45,672 | $2.10M | 1.4% | +0.6% | 0.709% | |
1/24/2024 | Private Trust Co. NA | 706 | $32K | 0.0% | N/A | 0.011% | |
1/24/2024 | Breakwater Capital Group | 8,905 | $389K | 0.1% | N/A | 0.138% | |
1/24/2024 | All Season Financial Advisors Inc. | 10,961 | $504K | 0.4% | +33.1% | 0.170% | |
1/23/2024 | WealthShield Partners LLC | 4,539 | $209K | 0.0% | -31.6% | 0.070% | |
1/22/2024 | Allegiance Financial Group Advisory Services LLC | 82,451 | $3.79M | 1.8% | +20.4% | 1.280% | |
1/19/2024 | Life Planning Partners Inc | 5,173 | $238K | 0.2% | N/A | 0.080% | |
1/18/2024 | TFB Advisors LLC | 9,288 | $427K | 0.2% | N/A | 0.144% | |
1/18/2024 | Good Life Advisors LLC | 4,840 | $223K | 0.0% | N/A | 0.075% | |
1/17/2024 | Anderson Hoagland & Co. | 204,274 | $9.00M | 1.1% | -7.5% | 3.172% | |
1/17/2024 | Cypress Point Wealth Management LLC | 16,891 | $777K | 0.6% | +203.4% | 0.262% | |
1/16/2024 | CVA Family Office LLC | 900 | $41K | 0.0% | N/A | 0.014% | |
1/12/2024 | Greenspring Advisors LLC | 4,450 | $205K | 0.1% | N/A | 0.069% | |
1/12/2024 | Fidelity D & D Bancorp Inc. | 66,795 | $3.07M | 2.4% | +12.0% | 1.037% | |
1/12/2024 | Apeiron RIA LLC | 57,745 | $2.66M | 0.8% | +8.4% | 0.897% | |
1/9/2024 | Wedmont Private Capital | 33,880 | $1.53M | 0.1% | +24.2% | 0.526% | |
1/9/2024 | DBK Financial Counsel LLC | 6,800 | $313K | 0.4% | N/A | 0.106% | |
1/9/2024 | Versant Capital Management Inc | 12,154 | $559K | 0.2% | +6.0% | 0.189% | |
12/18/2023 | CoreFirst Bank & Trust | 1,600 | $70K | 0.0% | N/A | 0.025% | |
12/5/2023 | Austin Wealth Management LLC | 38,266 | $1.72M | 0.5% | N/A | 0.594% | |
11/30/2023 | American Century Companies Inc. | 283,294 | $12.31M | 0.0% | +53.4% | 4.399% | |
11/30/2023 | Fidelity D & D Bancorp Inc. | 59,633 | $2.59M | 2.7% | N/A | 0.926% | |
11/16/2023 | Orion Capital Management LLC | 853 | $37K | 0.0% | N/A | 0.013% | |
11/14/2023 | NCM Capital Management LLC | 11,699 | $508K | 0.4% | +3.3% | 0.182% | |
11/14/2023 | Waverly Advisors LLC | 23,047 | $1.00M | 0.0% | -5.3% | 0.358% | |
11/13/2023 | True Wealth Design LLC | 5,224 | $227K | 0.1% | N/A | 0.081% | |
11/13/2023 | Mraz Amerine & Associates Inc. | 19,724 | $857K | 0.2% | +3.6% | 0.306% | |
11/8/2023 | Pathstone Family Office LLC | 264,057 | $11.47M | 0.1% | N/A | 4.100% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 14,203 | $617K | 0.0% | -4.7% | 0.221% | |
11/6/2023 | Paragon Advisors LLC | 65,022 | $2.82M | 1.2% | +3.5% | 1.010% | |
11/2/2023 | Capital Investment Advisory Services LLC | 6,245 | $271K | 0.0% | +12.6% | 0.097% | |
10/31/2023 | Cypress Point Wealth Management LLC | 5,567 | $242K | 0.2% | +16.5% | 0.086% | |
10/31/2023 | Allegiance Financial Group Advisory Services LLC | 68,492 | $2.98M | 1.7% | +17.3% | 1.064% | |
10/30/2023 | Red Lighthouse Investment Management LLC | 207,178 | $9M | 4.2% | -0.3% | 3.217% | |
10/26/2023 | Sage Rhino Capital LLC | 5,717 | $248K | 0.1% | -41.8% | 0.089% | |
10/26/2023 | Bayshore Asset Management LLC | 81,469 | $3.54M | 2.1% | +2.7% | 1.265% | |
10/23/2023 | All Season Financial Advisors Inc. | 8,236 | $358K | 0.4% | -3.8% | 0.128% | |
10/23/2023 | Commonwealth Equity Services LLC | 15,328 | $666K | 0.0% | +32.5% | 0.238% | |
10/23/2023 | PrairieView Partners LLC | 11,558 | $502K | 0.1% | +14.2% | 0.179% | |
10/19/2023 | Apeiron RIA LLC | 53,278 | $2.31M | 0.8% | +9.9% | 0.827% | |
10/18/2023 | Lam Group Inc. | 3,670 | $159K | 0.2% | +9.7% | 0.057% | |
10/17/2023 | Armbruster Capital Management Inc. | 263,425 | $11.44M | 2.9% | +6.9% | 4.090% | |
10/17/2023 | Northland Capital Management LLC | 45,385 | $1.97M | 1.3% | -46.3% | 0.705% | |
10/16/2023 | Meredith Wealth Planning | 237,314 | $10.31M | 7.7% | +7.7% | 3.685% | |
10/12/2023 | Versant Capital Management Inc | 11,463 | $498K | 0.2% | +63.4% | 0.178% | |
10/10/2023 | Anderson Hoagland & Co. | 220,897 | $9.60M | 1.3% | -0.1% | 3.430% | |
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8/14/2023 | CSS LLC IL | 45,548 | $1.99M | 0.1% | +21.3% | 0.707% | |
8/11/2023 | Cibc World Market Inc. | 7,813 | $341K | 0.0% | -33.4% | 0.121% | |
8/11/2023 | Buckingham Strategic Wealth LLC | 17,781 | $776K | 0.0% | +20.6% | 0.276% | |
8/8/2023 | Balboa Wealth Partners | 6,009 | $262K | 0.1% | -9.2% | 0.093% | |
8/7/2023 | Tortoise Investment Management LLC | 41,010 | $1.79M | 0.3% | -1.4% | 0.637% | |
8/4/2023 | Envestnet Asset Management Inc. | 27,689 | $1.21M | 0.0% | +7.8% | 0.430% | |
8/4/2023 | IFP Advisors Inc | 2,500 | $126K | 0.0% | +11.1% | 0.041% | |
8/4/2023 | Fortis Capital Management LLC | 8,913 | $389K | 0.1% | +60.0% | 0.148% | |
8/3/2023 | Red Lighthouse Investment Management LLC | 207,777 | $9.07M | 4.1% | +2.8% | 3.440% | |
8/3/2023 | WMG Financial Advisors LLC | 5,500 | $240K | 0.2% | N/A | 0.091% | |