5/16/2024 | Waverly Advisors LLC | 143,925 | $8.84M | 0.2% | +3.4% | 3.451% | |
5/8/2024 | Avantax Advisory Services Inc. | 10,628 | $653K | 0.0% | N/A | 0.255% | |
5/8/2024 | Trademark Financial Management LLC | 30,021 | $1.84M | 1.5% | +29.7% | 0.720% | |
5/7/2024 | TCI Wealth Advisors Inc. | 5,175 | $318K | 0.0% | -14.0% | 0.124% | |
4/29/2024 | Commonwealth Equity Services LLC | 115,542 | $7.10M | 0.0% | +2.7% | 2.771% | |
4/25/2024 | North Ridge Wealth Advisors Inc. | 3,607 | $222K | 0.2% | N/A | 0.086% | |
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4/23/2024 | Bfsg LLC | 1,300 | $80K | 0.0% | N/A | 0.031% | |
4/19/2024 | Northland Capital Management LLC | 81,933 | $5.03M | 3.5% | -1.7% | 1.965% | |
4/10/2024 | LexAurum Advisors LLC | 4,034 | $248K | 0.1% | N/A | 0.128% | |
2/16/2024 | Clarity Asset Management Inc. | 269,110 | $15.12M | 12.0% | N/A | 8.543% | |
2/14/2024 | Waverly Advisors LLC | 139,165 | $7.82M | 0.3% | -6.3% | 4.418% | |
2/13/2024 | Trademark Financial Management LLC | 23,144 | $1.30M | 1.0% | N/A | 0.735% | |
2/9/2024 | Journey Strategic Wealth LLC | 21,121 | $1.19M | 0.1% | -6.6% | 0.671% | |
2/9/2024 | Corient Private Wealth LLC | 160,143 | $9.00M | 0.0% | -0.7% | 5.084% | |
2/8/2024 | Quarry Hill Advisors LLC | 4,334 | $244K | 0.2% | N/A | 0.138% | |
2/6/2024 | TCI Wealth Advisors Inc. | 6,018 | $338K | 0.0% | -3.4% | 0.191% | |
2/6/2024 | Signature Resources Capital Management LLC | 1,055 | $59K | 0.1% | N/A | 0.033% | |
2/2/2024 | Red Lighthouse Investment Management LLC | 2,331 | $131K | 0.1% | +15.1% | 0.074% | |
2/1/2024 | Kelman Lazarov Inc. | 4,006 | $225K | 0.0% | N/A | 0.127% | |
1/29/2024 | Grand Wealth Management LLC | 934 | $52K | 0.0% | N/A | 0.030% | |
1/26/2024 | PrairieView Partners LLC | 18,566 | $1.04M | 0.1% | +1.0% | 0.589% | |
1/24/2024 | Northland Capital Management LLC | 83,333 | $4.68M | 3.1% | +1.3% | 2.645% | |
1/19/2024 | Trellis Wealth Advisors LLC | 33,947 | $1.91M | 1.0% | +507.5% | 1.078% | |
1/18/2024 | Highland Financial Advisors LLC | 61,925 | $3.48M | 1.5% | +1.0% | 1.966% | |
11/20/2023 | Willow Creek Wealth Management Inc. | 62,675 | $3.11M | 0.5% | +3.5% | 1.990% | |
11/14/2023 | Waverly Advisors LLC | 148,601 | $7.37M | 0.3% | -5.0% | 4.717% | |
11/13/2023 | Mariner LLC | 39,970 | $1.98M | 0.0% | N/A | 1.269% | |
11/8/2023 | HighTower Advisors LLC | 54,738 | $2.72M | 0.0% | -42.4% | 1.738% | |
11/8/2023 | Journey Strategic Wealth LLC | 22,613 | $1.12M | 0.1% | +2.9% | 0.718% | |
11/4/2023 | Corient Private Wealth LLC | 161,225 | $7.99M | 0.0% | +1.3% | 5.118% | |
10/25/2023 | Highland Financial Advisors LLC | 61,314 | $3.04M | 1.6% | -1.6% | 1.946% | |
10/23/2023 | Trellis Wealth Advisors LLC | 5,588 | $277K | 0.2% | N/A | 0.177% | |
10/23/2023 | Commonwealth Equity Services LLC | 117,815 | $5.84M | 0.0% | +100.5% | 3.740% | |
10/23/2023 | PrairieView Partners LLC | 18,378 | $910K | 0.1% | +11.7% | 0.583% | |
10/17/2023 | Northland Capital Management LLC | 82,257 | $4.08M | 2.8% | +10.8% | 2.611% | |
10/10/2023 | ZRC Wealth Management LLC | 962 | $48K | 0.0% | +74.0% | 0.031% | |
8/28/2023 | Willow Creek Wealth Management Inc. | 60,571 | $3.13M | 0.4% | -1.0% | 1.923% | |
8/15/2023 | Journey Strategic Wealth LLC | 21,980 | $1.14M | 0.1% | +25.5% | 0.698% | |
8/11/2023 | Hill Investment Group Partners LLC | 14,525 | $750K | 0.1% | +20.4% | 0.461% | |
8/10/2023 | Commonwealth Equity Services LLC | 58,773 | $3.03M | 0.0% | N/A | 1.866% | |
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8/9/2023 | Flow Traders U.S. LLC | 27,345 | $1.41M | 0.1% | N/A | 0.868% | |
8/8/2023 | Orion Capital Management LLC | 8,240 | $425K | 0.3% | N/A | 0.262% | |
8/4/2023 | PrairieView Partners LLC | 16,455 | $849K | 0.1% | +52.1% | 0.577% | |
8/4/2023 | TCI Wealth Advisors Inc. | 6,298 | $325K | 0.0% | -5.2% | 0.221% | |
8/2/2023 | Wealthstream Advisors Inc. | 16,843 | $870K | 0.5% | +27.7% | 0.591% | |
7/28/2023 | First Republic Investment Management Inc. | 10,336 | $534K | 0.0% | +86.7% | 0.363% | |
7/19/2023 | Northland Capital Management LLC | 74,214 | $3.83M | 2.8% | -40.9% | 2.604% | |
7/13/2023 | Highland Financial Advisors LLC | 62,296 | $3.22M | 1.7% | -2.3% | 2.186% | |
5/12/2023 | WMS Partners LLC | 4,495 | $217K | 0.0% | N/A | 0.158% | |
5/12/2023 | Journey Strategic Wealth LLC | 17,513 | $846K | 0.1% | +8.5% | 0.614% | |
5/12/2023 | HighTower Advisors LLC | 91,037 | $4.40M | 0.0% | +33.4% | 3.194% | |
5/8/2023 | PrairieView Partners LLC | 10,815 | $522K | 0.1% | +29.7% | 0.379% | |
5/4/2023 | Merriman Wealth Management LLC | 46,214 | $2.23M | 0.1% | -1.9% | 2.265% | |
5/4/2023 | ZRC Wealth Management LLC | 551 | $27K | 0.0% | N/A | 0.027% | |
5/3/2023 | TCI Wealth Advisors Inc. | 6,645 | $321K | 0.0% | -3.3% | 0.326% | |
5/3/2023 | Vista Capital Partners Inc. | 24,054 | $1.16M | 0.2% | -61.8% | 1.179% | |
5/2/2023 | Wealthstream Advisors Inc. | 13,186 | $637K | 0.4% | +124.1% | 0.646% | |
4/24/2023 | Willow Creek Wealth Management Inc. | 61,203 | $2.96M | 0.5% | +10.1% | 3.000% | |
4/17/2023 | Annapolis Financial Services LLC | 1,239 | $60K | 0.0% | +143.9% | 0.061% | |
4/17/2023 | Highland Financial Advisors LLC | 63,762 | $3.08M | 1.7% | +4.6% | 3.126% | |
4/17/2023 | Northland Capital Management LLC | 125,678 | $6.07M | 4.5% | -14.1% | 6.161% | |
3/14/2023 | AWM Capital LLC | 32,893 | $1.51M | 0.5% | N/A | 1.612% | |
3/1/2023 | Willow Creek Wealth Management Inc. | 55,579 | $2.54M | 0.4% | -39.8% | 2.724% | |
2/14/2023 | Silicon Hills Wealth Management LLC | 5,290 | $242K | 0.2% | N/A | 0.259% | |
2/13/2023 | Merriman Wealth Management LLC | 47,090 | $2.15M | 0.1% | +147.8% | 2.308% | |
2/10/2023 | Red Lighthouse Investment Management LLC | 1,937 | $89K | 0.0% | N/A | 0.095% | |
2/9/2023 | HighTower Advisors LLC | 68,252 | $3.12M | 0.0% | +27.3% | 3.346% | |
2/8/2023 | Highland Financial Advisors LLC | 60,950 | $2.79M | 1.6% | +11.9% | 2.988% | |
2/7/2023 | Commonwealth Equity Services LLC | 5,270 | $241K | 0.0% | N/A | 0.258% | |
2/7/2023 | Vista Capital Partners Inc. | 62,966 | $2.88M | 0.4% | N/A | 3.087% | |
2/7/2023 | TCI Wealth Advisors Inc. | 6,872 | $314K | 0.0% | N/A | 0.337% | |
2/6/2023 | Kelman Lazarov Inc. | 4,470 | $204K | 0.1% | N/A | 0.219% | |
2/2/2023 | Wealthstream Advisors Inc. | 5,883 | $269K | 0.2% | N/A | 0.288% | |
1/31/2023 | Kestra Advisory Services LLC | 605,977 | $27.72M | 0.2% | N/A | 29.705% | |
1/19/2023 | Northland Capital Management LLC | 146,233 | $6.69M | 5.3% | -5.2% | 7.386% | |
11/7/2022 | Diversified Portfolios Inc. | 24,010 | $1.02M | 0.3% | N/A | 1.569% | |
11/4/2022 | Tortoise Investment Management LLC | 3,910 | $166K | 0.0% | +25.7% | 0.256% | |
11/1/2022 | PrairieView Partners LLC | 8,185 | $348K | 0.1% | +236.7% | 0.535% | |
10/31/2022 | Willow Creek Wealth Management Inc. | 92,288 | $3.92M | 0.8% | +301.6% | 6.032% | |
10/26/2022 | Merriman Wealth Management LLC | 19,003 | $807K | 0.1% | N/A | 1.293% | |
10/20/2022 | Northland Capital Management LLC | 154,289 | $6.55M | 6.1% | N/A | 11.689% | |
8/16/2022 | Willow Creek Wealth Management Inc. | 22,979 | $1.02M | 0.2% | N/A | 4.255% | |
8/10/2022 | Nwam LLC | 9,564 | $425K | 0.0% | N/A | 1.771% | |
8/3/2022 | Tortoise Investment Management LLC | 3,110 | $138K | 0.0% | N/A | 0.576% | |
7/22/2022 | PrairieView Partners LLC | 2,431 | $108K | 0.0% | N/A | 0.506% | |