5/15/2024 | Beaird Harris Wealth Management LLC | 412 | $29K | 0.0% | +65.5% | 0.008% | |
5/14/2024 | Northwest Wealth Management LLC | 6,333 | $442K | 0.1% | +12.6% | 0.125% | |
5/13/2024 | Index Fund Advisors Inc. | 52,908 | $3.69M | 0.2% | +18.1% | 1.046% | |
5/7/2024 | WMG Financial Advisors LLC | 13,026 | $909K | 0.5% | +40.7% | 0.257% | |
4/30/2024 | Valued Wealth Advisors LLC | 532 | $37K | 0.0% | -32.3% | 0.011% | |
4/30/2024 | MN Wealth Advisors LLC | 12,720 | $888K | 0.5% | +5.2% | 0.255% | |
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4/29/2024 | Commonwealth Equity Services LLC | 44,775 | $3.13M | 0.0% | +8.2% | 0.899% | |
4/29/2024 | Paragon Advisors LLC | 160,181 | $11.18M | 4.5% | +11.0% | 3.216% | |
4/29/2024 | Intelligent Financial Strategies | 73,861 | $5.16M | 3.2% | -27.9% | 1.483% | |
4/26/2024 | Sprinkle Financial Consultants LLC | 50,792 | $3.55M | 3.0% | +6.2% | 1.020% | |
4/24/2024 | Oceanside Advisors LLC | 11,434 | $798K | 0.7% | +4.0% | 0.230% | |
4/23/2024 | Meredith Wealth Planning | 26,238 | $1.83M | 1.0% | +39.1% | 0.527% | |
4/22/2024 | Arista Wealth Management LLC | 3,056 | $213K | 0.2% | N/A | 0.061% | |
4/18/2024 | Integrity Wealth Solutions LLC | 5,886 | $411K | 0.3% | +21.2% | 0.118% | |
4/18/2024 | Compass Ion Advisors LLC | 74,033 | $5.17M | 0.7% | +8.7% | 1.487% | |
4/17/2024 | Annapolis Financial Services LLC | 2,531 | $177K | 0.1% | -60.5% | 0.051% | |
4/17/2024 | Physician Wealth Advisors Inc. | 17,968 | $1.20M | 0.3% | +2.1% | 0.361% | |
4/13/2024 | Evanson Asset Management LLC | 19,106 | $1.33M | 0.1% | +10.2% | 0.592% | |
4/12/2024 | Fermata Advisors LLC | 17,959 | $1.25M | 0.3% | +5.9% | 0.556% | |
4/12/2024 | Nova R Wealth Inc. | 102,385 | $7.15M | 3.7% | N/A | 3.170% | |
4/10/2024 | Apella Capital LLC | 8,173 | $568K | 0.0% | +4.5% | 0.253% | |
4/5/2024 | Lam Group Inc. | 4,688 | $327K | 0.3% | +23.3% | 0.145% | |
2/14/2024 | Northwest Wealth Management LLC | 5,622 | $364K | 0.1% | +18.9% | 0.174% | |
2/14/2024 | Vantage Financial Partners Ltd. Inc. | 7,331 | $475K | 0.1% | N/A | 0.227% | |
2/12/2024 | Sprinkle Financial Consultants LLC | 47,806 | $3.10M | 3.2% | N/A | 1.480% | |
2/9/2024 | Advisory Services Network LLC | 28,172 | $1.82M | 0.0% | +1.7% | 0.872% | |
2/9/2024 | Corient Private Wealth LLC | 31,642 | $2.05M | 0.0% | N/A | 0.980% | |
2/8/2024 | Integrity Wealth Solutions LLC | 4,855 | $314K | 0.2% | N/A | 0.150% | |
2/8/2024 | WMG Financial Advisors LLC | 9,257 | $599K | 0.4% | +14.1% | 0.287% | |
2/7/2024 | Collaborative Wealth Managment Inc. | 16,286 | $1.06M | 0.6% | +8.9% | 0.504% | |
2/6/2024 | Barlow Wealth Partners Inc. | 4,472 | $290K | 0.0% | N/A | 0.138% | |
2/6/2024 | TCG Advisory Services LLC | 9,302 | $602K | 0.0% | N/A | 0.288% | |
2/6/2024 | Aveo Capital Partners LLC | 19,586 | $1.27M | 0.2% | +10.1% | 0.606% | |
2/6/2024 | Creative Capital Management Investments LLC | 4,024 | $261K | 0.2% | +51.1% | 0.125% | |
2/2/2024 | Red Lighthouse Investment Management LLC | 1,023 | $66K | 0.0% | +693.0% | 0.032% | |
2/1/2024 | SC&H Financial Advisors Inc. | 12,804 | $829K | 0.2% | +58.5% | 0.396% | |
2/1/2024 | Annapolis Financial Services LLC | 6,405 | $415K | 0.1% | +29.4% | 0.198% | |
1/30/2024 | Lam Group Inc. | 3,802 | $246K | 0.2% | +4.5% | 0.118% | |
1/25/2024 | Meredith Wealth Planning | 18,866 | $1.22M | 0.8% | +9.4% | 0.584% | |
1/25/2024 | WESPAC Advisors SoCal LLC | 3,717 | $241K | 0.1% | N/A | 0.115% | |
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1/24/2024 | Compass Ion Advisors LLC | 68,113 | $4.41M | 0.7% | +1.7% | 2.109% | |
1/23/2024 | Physician Wealth Advisors Inc. | 17,601 | $1.13M | 0.3% | -4.2% | 0.545% | |
1/22/2024 | Werba Rubin Papier Wealth Management | 11,659 | $755K | 0.3% | +2.3% | 0.361% | |
1/19/2024 | Fermata Advisors LLC | 16,951 | $1.10M | 0.3% | +22.1% | 0.525% | |
1/18/2024 | Evanson Asset Management LLC | 17,333 | $1.12M | 0.1% | +117.8% | 0.537% | |
1/18/2024 | Moisand Fitzgerald Tamayo LLC | 587 | $38K | 0.0% | +1,234.1% | 0.018% | |
1/8/2024 | Valued Wealth Advisors LLC | 786 | $51K | 0.0% | N/A | 0.024% | |
1/5/2024 | Apella Capital LLC | 7,820 | $497K | 0.0% | N/A | 0.242% | |
11/16/2023 | Orion Capital Management LLC | 1,011 | $59K | 0.0% | N/A | 0.031% | |
11/13/2023 | Hill Investment Group Partners LLC | 3,427 | $202K | 0.0% | N/A | 0.106% | |
11/13/2023 | WCG Wealth Advisors LLC | 21,180 | $1.25M | 0.1% | N/A | 0.656% | |
11/9/2023 | Collaborative Wealth Managment Inc. | 14,955 | $879K | 0.5% | +154.4% | 0.463% | |
11/7/2023 | Sax Wealth Advisors LLC | 11,543 | $679K | 0.1% | +4.1% | 0.357% | |
11/7/2023 | Fermata Advisors LLC | 13,878 | $816K | 0.2% | +16.4% | 0.430% | |
11/6/2023 | Aveo Capital Partners LLC | 17,795 | $1.05M | 0.1% | +1.1% | 0.551% | |
11/6/2023 | Paragon Advisors LLC | 172,199 | $10.13M | 4.2% | N/A | 5.331% | |
11/4/2023 | EverSource Wealth Advisors LLC | 584 | $34K | 0.0% | N/A | 0.018% | |
11/3/2023 | Compass Ion Advisors LLC | 66,997 | $3.94M | 0.7% | +26.9% | 2.074% | |
11/1/2023 | Northwest Wealth Management LLC | 4,730 | $278K | 0.1% | N/A | 0.146% | |
10/30/2023 | Intelligent Financial Strategies | 137,881 | $8.11M | 6.0% | -0.7% | 4.269% | |
10/30/2023 | Annapolis Financial Services LLC | 4,949 | $291K | 0.1% | +39.3% | 0.153% | |
10/30/2023 | SC&H Financial Advisors Inc. | 8,079 | $475K | 0.2% | +43.0% | 0.250% | |
10/25/2023 | Waypoint Capital Advisors LLC | 17,411 | $1.02M | 0.3% | -3.6% | 0.539% | |
10/25/2023 | Creative Capital Management Investments LLC | 2,664 | $157K | 0.1% | N/A | 0.082% | |
10/24/2023 | Canvas Wealth Advisors LLC | 4,297 | $245K | 0.1% | +11.4% | 0.133% | |
10/23/2023 | Waypoint Wealth Partners Inc. | 4,551 | $268K | 0.1% | N/A | 0.141% | |
10/23/2023 | Commonwealth Equity Services LLC | 38,609 | $2.27M | 0.0% | +23.5% | 1.195% | |
10/20/2023 | Index Fund Advisors Inc. | 33,850 | $1.99M | 0.1% | +19.4% | 1.048% | |
10/20/2023 | Evanson Asset Management LLC | 7,959 | $468K | 0.0% | +46.2% | 0.246% | |
10/16/2023 | Meredith Wealth Planning | 17,244 | $1.02M | 0.8% | +22.7% | 0.534% | |
10/10/2023 | Physician Wealth Advisors Inc. | 18,381 | $1.08M | 0.3% | +30.8% | 0.569% | |
8/11/2023 | V Wealth Advisors LLC | 16,576 | $995K | 0.2% | -35.8% | 0.513% | |
8/11/2023 | Sax Wealth Advisors LLC | 11,088 | $665K | 0.1% | +70.8% | 0.343% | |
8/10/2023 | Commonwealth Equity Services LLC | 31,262 | $1.88M | 0.0% | +6.4% | 0.968% | |
8/8/2023 | Aveo Capital Partners LLC | 17,606 | $1.06M | 0.1% | N/A | 0.545% | |
8/7/2023 | SC&H Financial Advisors Inc. | 5,649 | $339K | 0.1% | +55.4% | 0.175% | |
8/3/2023 | WMG Financial Advisors LLC | 6,902 | $414K | 0.3% | N/A | 0.255% | |
7/31/2023 | LPL Financial LLC | 25,215 | $1.51M | 0.0% | +355.4% | 0.930% | |
7/26/2023 | Canvas Wealth Advisors LLC | 3,856 | $239K | 0.1% | -45.2% | 0.142% | |
7/24/2023 | Fermata Advisors LLC | 11,921 | $715K | 0.6% | N/A | 0.440% | |
7/24/2023 | Werba Rubin Papier Wealth Management | 9,834 | $590K | 0.2% | -14.3% | 0.363% | |
7/21/2023 | Creative Planning | 7,751 | $465K | 0.0% | N/A | 0.286% | |
7/20/2023 | Intelligent Financial Strategies | 138,896 | $8.34M | 6.1% | -8.9% | 5.125% | |
7/18/2023 | Annapolis Financial Services LLC | 3,552 | $213K | 0.1% | +88.8% | 0.131% | |
7/14/2023 | Meredith Wealth Planning | 14,050 | $843K | 0.7% | +7.1% | 0.518% | |
7/14/2023 | Lam Group Inc. | 3,637 | $218K | 0.2% | +8.4% | 0.134% | |
7/11/2023 | Evanson Asset Management LLC | 5,443 | $327K | 0.0% | N/A | 0.201% | |
7/5/2023 | Physician Wealth Advisors Inc. | 14,057 | $847K | 0.2% | +4.2% | 0.519% | |
5/8/2023 | Brighton Jones LLC | 5,014 | $290K | 0.0% | +5.6% | 0.185% | |
5/5/2023 | Sax Wealth Advisors LLC | 6,493 | $375K | 0.1% | N/A | 0.240% | |
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5/2/2023 | V Wealth Advisors LLC | 25,814 | $1.49M | 0.3% | N/A | 1.366% | |
5/2/2023 | Intelligent Financial Strategies | 152,392 | $8.81M | 6.9% | -19.8% | 8.063% | |
4/28/2023 | Ameritas Advisory Services LLC | 7,460 | $434K | 0.0% | N/A | 0.395% | |
4/28/2023 | Canvas Wealth Advisors LLC | 7,039 | $406K | 0.2% | N/A | 0.372% | |
4/26/2023 | Werba Rubin Papier Wealth Management | 11,481 | $664K | 0.3% | -5.7% | 0.607% | |
4/24/2023 | Meredith Wealth Planning | 13,117 | $758K | 0.6% | N/A | 0.694% | |
4/21/2023 | Index Fund Advisors Inc. | 21,632 | $1.25M | 0.1% | +209.6% | 1.145% | |
4/18/2023 | Compass Ion Advisors LLC | 36,341 | $2.10M | 0.5% | N/A | 1.923% | |
4/17/2023 | Annapolis Financial Services LLC | 1,881 | $109K | 0.0% | +268.8% | 0.100% | |
4/13/2023 | Waypoint Capital Advisors LLC | 18,061 | $1.04M | 0.3% | +16.9% | 0.956% | |