3/24/2025 | Avant Financial Advisors LLC | 133,161 | $3.54M | 3.2% | N/A | 0.154% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 546,307 | $14.52M | 0.0% | +16.7% | 0.641% | |
3/14/2025 | Hara Capital LLC | 8,273 | $220K | 0.1% | -4.6% | 0.010% | |
3/7/2025 | Aegis Wealth Management LLC | 13,193 | $351K | 0.2% | N/A | 0.015% | |
2/27/2025 | XY Planning Network Inc. | 70,142 | $1.86M | 1.4% | N/A | 0.104% | |
2/20/2025 | Forum Financial Management LP | 6,389,795 | $169.78M | 2.8% | +2.9% | 9.509% | |
2/19/2025 | Pinney & Scofield Inc. | 206,503 | $5.49M | 4.2% | N/A | 0.307% | |
2/18/2025 | RB Capital Management LLC | 16,032 | $426K | 0.1% | +11.3% | 0.024% | |
2/18/2025 | Monograph Wealth Advisors LLC | 780,763 | $20.75M | 2.7% | -5.0% | 1.162% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 2,231,410 | $59.29M | 1.0% | +35.5% | 3.321% | |
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2/17/2025 | Waverly Advisors LLC | 59,571 | $1.58M | 0.0% | -2.5% | 0.089% | |
2/17/2025 | Vestment Financial LLC | 96,092 | $2.55M | 1.9% | N/A | 0.143% | |
2/17/2025 | Visionary Wealth Advisors | 45,752 | $1.22M | 0.1% | +110.5% | 0.068% | |
2/17/2025 | Quadcap Wealth Management LLC | 274,918 | $7.31M | 1.1% | +9.6% | 0.409% | |
2/17/2025 | Pathstone Holdings LLC | 404,609 | $10.75M | 0.0% | +57.3% | 0.602% | |
2/17/2025 | LRI Investments LLC | 483,365 | $12.84M | 1.1% | +1.1% | 0.719% | |
2/17/2025 | Greenline Partners LLC | 223,346 | $5.93M | 0.8% | +1,088.3% | 0.332% | |
2/17/2025 | Focus Partners Wealth | 4,343,382 | $115.40M | 0.3% | +20.1% | 6.463% | |
2/17/2025 | Cresset Asset Management LLC | 13,394 | $356K | 0.0% | N/A | 0.020% | |
2/17/2025 | Cardiff Park Advisors LLC | 304,593 | $8.09M | 0.8% | +20.9% | 0.453% | |
2/17/2025 | Bank of America Corp DE | 368,777 | $9.80M | 0.0% | +7.4% | 0.549% | |
2/17/2025 | BIP Wealth LLC | 23,464 | $623K | 0.0% | +167.2% | 0.035% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 298,248 | $7.92M | 0.0% | -7.3% | 0.444% | |
2/14/2025 | Rehmann Capital Advisory Group | 25,618 | $681K | 0.0% | +6.8% | 0.038% | |
2/14/2025 | Navigoe LLC | 94,941 | $2.52M | 2.5% | N/A | 0.141% | |
2/14/2025 | Northern Trust Corp | 549,179 | $14.59M | 0.0% | +43.8% | 0.817% | |
2/14/2025 | Parkshore Wealth Management Inc. | 11,525 | $306K | 0.2% | N/A | 0.017% | |
2/14/2025 | Beacon Pointe Advisors LLC | 325,626 | $8.65M | 0.1% | +2.6% | 0.485% | |
2/14/2025 | Betterment LLC | 148,195 | $3.94M | 0.0% | +57.3% | 0.221% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 683,943 | $18.17M | 0.1% | +9.9% | 1.018% | |
2/14/2025 | Stifel Financial Corp | 123,802 | $3.29M | 0.0% | +1.9% | 0.184% | |
2/14/2025 | OneDigital Investment Advisors LLC | 49,783 | $1.32M | 0.0% | -5.5% | 0.074% | |
2/14/2025 | MML Investors Services LLC | 58,347 | $1.55M | 0.0% | +9.3% | 0.087% | |
2/14/2025 | Forum Financial Management LP | 6,285,351 | $167.00M | 2.8% | +1.2% | 9.353% | |
2/14/2025 | GeoWealth Management LLC | 13,140 | $349K | 0.0% | -39.5% | 0.020% | |
2/14/2025 | Bridge Generations Wealth Management LLC | 135,001 | $3.59M | 2.4% | N/A | 0.201% | |
2/14/2025 | Capital Group Private Client Services Inc. | 18,333 | $487K | 0.0% | N/A | 0.027% | |
2/13/2025 | Strategic Investment Solutions Inc. IL | 54,801 | $1.45M | 0.5% | +11.5% | 0.082% | |
2/13/2025 | NewEdge Advisors LLC | 368,186 | $9.78M | 0.1% | -1.6% | 0.548% | |
2/13/2025 | Rather & Kittrell Inc. | 434,673 | $11.55M | 2.7% | +13.2% | 0.647% | |
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2/13/2025 | Mariner LLC | 39,504 | $1.05M | 0.0% | -57.6% | 0.059% | |
2/13/2025 | Miramar Fiduciary Corp | 458,705 | $12.19M | 12.6% | -9.5% | 0.683% | |
2/13/2025 | Keyes Stange & Wooten Wealth Management LLC | 288,909 | $7.68M | 4.5% | +2.9% | 0.430% | |
2/13/2025 | Glass Jacobson Investment Advisors llc | 81,748 | $2.17M | 0.7% | +3.7% | 0.122% | |
2/13/2025 | Legacy Financial Advisors Inc. | 33,582 | $892K | 0.1% | -3.9% | 0.050% | |
2/13/2025 | Raymond James Financial Inc. | 149,228 | $3.97M | 0.0% | N/A | 0.222% | |
2/13/2025 | Faithward Advisors LLC | 8,610 | $229K | 0.0% | N/A | 0.013% | |
2/13/2025 | Bank of Montreal Can | 722,713 | $19.20M | 0.0% | +6.6% | 1.075% | |
2/13/2025 | Shakespeare Wealth Management LLC | 447,528 | $11.89M | 3.2% | +3.9% | 0.666% | |
2/13/2025 | Cerity Partners LLC | 841,997 | $22.37M | 0.0% | +9.1% | 1.253% | |
2/13/2025 | Envestnet Asset Management Inc. | 418,230 | $11.11M | 0.0% | +8.1% | 0.622% | |
2/13/2025 | Wells Fargo & Company MN | 5,205 | $138K | 0.0% | -25.1% | 0.008% | |
2/12/2025 | Astra Wealth Partners LLC | 153,237 | $4.07M | 3.8% | N/A | 0.228% | |
2/12/2025 | OneAscent Financial Services LLC | 57,865 | $1.54M | 0.1% | N/A | 0.086% | |
2/12/2025 | OLD Mission Capital LLC | 92,852 | $2.47M | 0.0% | -43.1% | 0.138% | |
2/12/2025 | Orion Portfolio Solutions LLC | 18,628 | $495K | 0.0% | +6.3% | 0.028% | |
2/12/2025 | JPMorgan Chase & Co. | 138,226 | $3.67M | 0.0% | +3.1% | 0.206% | |
2/12/2025 | Foundation Wealth Management LLC PA | 75,073 | $2.00M | 1.0% | N/A | 0.112% | |
2/12/2025 | Financial Engines Advisors L.L.C. | 207,276 | $5.51M | 0.0% | +36.6% | 0.308% | |
2/12/2025 | Financial Counselors Inc. | 13,035 | $346K | 0.0% | N/A | 0.019% | |
2/12/2025 | Journey Beyond Wealth LLC | 18,050 | $480K | 0.5% | N/A | 0.027% | |
2/11/2025 | Jackson Thornton Wealth Management LLC | 972,480 | $25.84M | 3.3% | +11.1% | 1.447% | |
2/11/2025 | Clune & Associates LTD. | 18,895 | $502K | 0.2% | N/A | 0.028% | |
2/11/2025 | LPL Financial LLC | 71,145 | $1.89M | 0.0% | +3.2% | 0.106% | |
2/11/2025 | Samalin Investment Counsel LLC | 8,002 | $213K | 0.1% | N/A | 0.012% | |
2/11/2025 | Del Sette Capital Management LLC | 25,246 | $671K | 0.5% | -87.1% | 0.038% | |
2/11/2025 | von Borstel & Associates Inc. | 351,915 | $9.35M | 3.7% | +65.4% | 0.524% | |
2/11/2025 | Millstone Evans Group LLC | 3,175 | $84K | 0.1% | N/A | 0.005% | |
2/10/2025 | Carlson Capital Management | 24,337 | $647K | 0.0% | N/A | 0.036% | |
2/10/2025 | Clarity Wealth Development LLC | 112,885 | $3.10M | 3.4% | N/A | 0.168% | |
2/10/2025 | Dopkins Wealth Management LLC | 51,372 | $1.37M | 0.7% | +608.3% | 0.076% | |
2/10/2025 | Curio Wealth LLC | 43,655 | $1.16M | 0.6% | N/A | 0.065% | |
2/10/2025 | Yardley Wealth Management LLC | 320,043 | $8.61M | 4.2% | +22.4% | 0.476% | |
2/10/2025 | United Wealth Management LLC | 276,151 | $7.34M | 2.5% | N/A | 0.411% | |
2/10/2025 | Corient Private Wealth LLC | 1,046,058 | $27.79M | 0.0% | -2.4% | 1.557% | |
2/10/2025 | Poinciana Advisors Group LLC | 20,580 | $547K | 0.6% | N/A | 0.031% | |
2/10/2025 | HMV Wealth Advisors LLC | 47,830 | $1.27M | 1.3% | N/A | 0.071% | |
2/10/2025 | Northwest Wealth Management LLC | 108,923 | $2.89M | 0.6% | -2.0% | 0.162% | |
2/10/2025 | Commonwealth Equity Services LLC | 127,955 | $3.40M | 0.0% | +3.0% | 0.190% | |
2/10/2025 | Phillips Financial Management LLC | 35,751 | $950K | 0.1% | +36.8% | 0.053% | |
2/10/2025 | Tillman Hartley LLC | 134,162 | $3.57M | 1.0% | +24.7% | 0.200% | |
2/10/2025 | Liberty Wealth Management LLC | 186,935 | $4.97M | 0.8% | +2.3% | 0.278% | |
2/10/2025 | Farther Finance Advisors LLC | 26,534 | $705K | 0.0% | +44.1% | 0.039% | |
2/10/2025 | Parkworth Wealth Management Inc. | 51,387 | $1.37M | 1.1% | N/A | 0.076% | |
2/10/2025 | EverSource Wealth Advisors LLC | 2,070 | $55K | 0.0% | N/A | 0.003% | |
2/7/2025 | Sequoia Financial Advisors LLC | 167,237 | $4.44M | 0.0% | +5.0% | 0.249% | |
2/7/2025 | HighTower Advisors LLC | 1,207,345 | $32.08M | 0.0% | +1.6% | 1.797% | |
2/7/2025 | Claris Advisors LLC MO | 262,362 | $6.97M | 2.6% | +85.7% | 0.390% | |
2/7/2025 | Tortoise Investment Management LLC | 31,156 | $828K | 0.1% | +22.4% | 0.046% | |
2/7/2025 | Independent Advisor Alliance | 11,359 | $302K | 0.0% | N/A | 0.017% | |
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2/7/2025 | Altiora Financial Group LLC | 35,520 | $944K | 0.2% | -2.8% | 0.053% | |
2/7/2025 | Keb Asset Management LLC | 418,241 | $11.11M | 3.2% | +5.5% | 0.622% | |
2/7/2025 | Efficient Advisors LLC | 101,472 | $2.70M | 0.2% | +27.2% | 0.151% | |
2/7/2025 | Pillar Financial Advisors LLC | 4,109 | $109K | 0.1% | N/A | 0.006% | |
2/7/2025 | Rialto Wealth Management LLC | 15,472 | $411K | 0.1% | N/A | 0.023% | |
2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 8,785 | $233K | 0.0% | +6.3% | 0.013% | |
2/6/2025 | Vestmark Advisory Solutions Inc. | 331,838 | $8.82M | 0.3% | +1.7% | 0.494% | |
2/6/2025 | Raymond James Financial Inc. | 149,228 | $3.97M | 0.0% | N/A | 0.222% | |
2/6/2025 | Dravo Bay LLC | 270,726 | $7.19M | 3.5% | +8.8% | 0.403% | |
2/6/2025 | Exencial Wealth Advisors LLC | 503,495 | $13.38M | 0.5% | +8.4% | 0.749% | |