3/17/2025 | Wealth Enhancement Advisory Services LLC | 23,856 | $1.26M | 0.0% | +6.1% | 0.104% | |
3/14/2025 | Tableaux LLC | 13,228 | $699K | 0.6% | N/A | 0.058% | |
3/7/2025 | Aegis Wealth Management LLC | 4,082 | $216K | 0.1% | N/A | 0.017% | |
3/3/2025 | American Investment Services Inc. | 27,269 | $1.44M | 0.3% | +2.3% | 0.119% | |
2/20/2025 | Forum Financial Management LP | 5,436,899 | $287.23M | 4.7% | +2.5% | 23.639% | |
2/17/2025 | Citadel Advisors LLC | 80,409 | $4.25M | 0.0% | +1,290.2% | 0.350% | |
2/17/2025 | Bank of America Corp DE | 510,285 | $26.96M | 0.0% | +14.5% | 2.219% | |
2/14/2025 | Jane Street Group LLC | 93,665 | $4.95M | 0.0% | +138.5% | 0.407% | |
2/14/2025 | Rehmann Capital Advisory Group | 3,873 | $205K | 0.0% | N/A | 0.017% | |
2/14/2025 | Betterment LLC | 36,392 | $1.92M | 0.0% | +206.8% | 0.158% | |
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2/14/2025 | OneDigital Investment Advisors LLC | 65,715 | $3.47M | 0.0% | -7.9% | 0.286% | |
2/14/2025 | WPWealth LLP | 19,558 | $1.03M | 0.2% | N/A | 0.085% | |
2/14/2025 | Forum Financial Management LP | 5,268,878 | $278.36M | 4.7% | -0.6% | 22.908% | |
2/14/2025 | GeoWealth Management LLC | 30,673 | $1.62M | 0.1% | +112.3% | 0.133% | |
2/14/2025 | Bridge Generations Wealth Management LLC | 182,747 | $9.66M | 6.4% | N/A | 0.795% | |
2/13/2025 | NewEdge Advisors LLC | 276,467 | $14.61M | 0.1% | -0.5% | 1.202% | |
2/13/2025 | Main Street Financial Solutions LLC | 4,662 | $246K | 0.0% | N/A | 0.020% | |
2/13/2025 | Master S Wealth Management Inc. | 275,094 | $14.53M | 7.8% | N/A | 1.196% | |
2/13/2025 | CreativeOne Wealth LLC | 27,492 | $1.45M | 0.0% | +32.0% | 0.120% | |
2/13/2025 | Savvy Advisors Inc. | 3,804 | $201K | 0.0% | N/A | 0.017% | |
2/13/2025 | Townsquare Capital LLC | 9,874 | $522K | 0.0% | N/A | 0.043% | |
2/13/2025 | One Degree Advisors Inc | 70,263 | $3.74M | 1.5% | +12.1% | 0.305% | |
2/13/2025 | Faithward Advisors LLC | 6,668 | $352K | 0.1% | +16.7% | 0.029% | |
2/13/2025 | Envestnet Asset Management Inc. | 266,548 | $14.08M | 0.0% | +23.3% | 1.159% | |
2/12/2025 | Grand Wealth Management LLC | 68,949 | $3.64M | 2.0% | +54.7% | 0.300% | |
2/12/2025 | Disciplined Investors L.L.C. | 45,683 | $2.38M | 2.3% | N/A | 0.199% | |
2/12/2025 | OLD Mission Capital LLC | 51,449 | $2.72M | 0.0% | +810.3% | 0.224% | |
2/12/2025 | Sanctuary Wealth Management L.L.C. | 92,387 | $4.88M | 3.2% | +52.9% | 0.402% | |
2/12/2025 | Orion Portfolio Solutions LLC | 4,643 | $245K | 0.0% | +27.3% | 0.020% | |
2/12/2025 | JPMorgan Chase & Co. | 54,293 | $2.87M | 0.0% | +4.8% | 0.236% | |
2/12/2025 | SwitchPoint Financial Planning LLC | 4,838 | $256K | 0.2% | N/A | 0.021% | |
2/11/2025 | LPL Financial LLC | 7,336 | $388K | 0.0% | +9.7% | 0.032% | |
2/11/2025 | Plancorp LLC | 4,363 | $230K | 0.0% | N/A | 0.019% | |
2/11/2025 | von Borstel & Associates Inc. | 886,020 | $46.81M | 18.3% | +54.8% | 3.852% | |
2/10/2025 | Thrivent Financial for Lutherans | 5,281 | $279K | 0.0% | N/A | 0.023% | |
2/10/2025 | Curio Wealth LLC | 387,918 | $20.49M | 11.0% | N/A | 1.687% | |
2/10/2025 | United Wealth Management LLC | 278,068 | $14.69M | 5.0% | N/A | 1.209% | |
2/10/2025 | Commonwealth Equity Services LLC | 349,569 | $18.47M | 0.0% | +6.5% | 1.520% | |
2/10/2025 | Penobscot Wealth Management | 625,408 | $33.04M | 15.2% | +567.0% | 2.719% | |
2/10/2025 | Farther Finance Advisors LLC | 4,406 | $233K | 0.0% | +217.0% | 0.019% | |
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2/10/2025 | EverSource Wealth Advisors LLC | 732 | $39K | 0.0% | N/A | 0.003% | |
2/7/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 52,426 | $2.77M | 0.7% | +7.6% | 0.228% | |
2/7/2025 | Red Lighthouse Investment Management LLC | 36,923 | $1.95M | 0.8% | +85.1% | 0.161% | |
2/6/2025 | Vestmark Advisory Solutions Inc. | 622,737 | $32.90M | 1.1% | +6.5% | 2.708% | |
2/6/2025 | Midwest Heritage Bank FSB | 125,477 | $6.63M | 3.1% | +563.9% | 0.546% | |
2/6/2025 | Straight Path Wealth Management | 366,902 | $19.38M | 7.7% | +3.7% | 1.595% | |
2/6/2025 | Modera Wealth Management LLC | 167,570 | $8.85M | 0.1% | N/A | 0.729% | |
2/5/2025 | Nwam LLC | 6,953 | $367K | 0.0% | +15.5% | 0.030% | |
2/4/2025 | Daner Wealth Management LLC | 9,493 | $504K | 0.4% | N/A | 0.041% | |
2/4/2025 | TruNorth Capital Management LLC | 190,255 | $10.05M | 130.4% | N/A | 0.827% | |
2/4/2025 | Acorn Wealth Advisors LLC | 74,054 | $3.91M | 1.6% | +16.7% | 0.322% | |
2/4/2025 | Fairhaven Wealth Management LLC | 5,351 | $283K | 0.1% | N/A | 0.023% | |
2/3/2025 | Lane & Associates LLC | 7,453 | $396K | 0.2% | +80.9% | 0.033% | |
2/3/2025 | Timonier Family Office LTD. | 11,152 | $589K | 0.3% | N/A | 0.049% | |
1/31/2025 | Kestra Investment Management LLC | 1,052 | $56K | 0.0% | N/A | 0.005% | |
1/31/2025 | Truist Financial Corp | 52,792 | $2.79M | 0.0% | +2.8% | 0.232% | |
1/31/2025 | Meredith Wealth Planning | 63,989 | $3.38M | 1.5% | +25.4% | 0.281% | |
1/30/2025 | Tcfg Wealth Management LLC | 22,791 | $1.20M | 0.6% | +3.1% | 0.100% | |
1/30/2025 | Aveo Capital Partners LLC | 225,644 | $11.92M | 1.3% | N/A | 0.990% | |
1/29/2025 | Wealth Advisors Northwest LLC | 79,405 | $4.20M | 2.9% | N/A | 0.350% | |
1/29/2025 | Gradient Capital Advisors LLC | 5,142 | $272K | 0.1% | N/A | 0.023% | |
1/29/2025 | Index Fund Advisors Inc. | 4,798 | $253K | 0.0% | +22.2% | 0.021% | |
1/28/2025 | Aurelius Family Office LLC | 12,376 | $654K | 0.3% | N/A | 0.055% | |
1/24/2025 | Archer Investment Management LLC | 252,270 | $13.33M | 8.2% | N/A | 1.121% | |
1/24/2025 | MilWealth Group LLC | 455,876 | $24.08M | 6.6% | +4.5% | 2.026% | |
1/24/2025 | PBMares Wealth Management LLC | 4,983 | $263K | 0.1% | +8.8% | 0.022% | |
1/24/2025 | Concord Wealth Partners | 3,562 | $188K | 0.0% | N/A | 0.016% | |
1/23/2025 | Austin Private Wealth LLC | 17,944 | $948K | 0.1% | N/A | 0.080% | |
1/23/2025 | TCI Wealth Advisors Inc. | 439,797 | $23.23M | 1.9% | +4.0% | 1.955% | |
1/23/2025 | Coston McIsaac & Partners | 1,760 | $92K | 0.0% | +177.6% | 0.008% | |
1/23/2025 | Abel Hall LLC | 53,975 | $2.85M | 1.8% | +5.0% | 0.240% | |
1/23/2025 | Applied Capital LLC | 41,466 | $2.19M | 1.1% | +21.6% | 0.184% | |
1/23/2025 | DiNuzzo Private Wealth Inc. | 297,533 | $15.72M | 2.0% | +13.8% | 1.322% | |
1/23/2025 | RCS Financial Planning LLC | 4,820 | $255K | 0.1% | N/A | 0.021% | |
1/22/2025 | TRU Independence Asset Management 2 LLC | 48,082 | $2.54M | 2.1% | +222.3% | 0.214% | |
1/22/2025 | Mattern Wealth Management LLC | 4,060 | $214K | 0.0% | -76.5% | 0.018% | |
1/22/2025 | Two West Capital Advisors LLC | 22,219 | $1.17M | 1.0% | +7.7% | 0.099% | |
1/21/2025 | Alpha Financial Advisors LLC | 6,890 | $364K | 0.2% | +25.0% | 0.031% | |
1/21/2025 | Firethorn Wealth Partners LLC | 36,732 | $1.94M | 1.0% | +8.7% | 0.165% | |
1/15/2025 | Krilogy Financial LLC | 46,774 | $2.47M | 0.2% | +12.8% | 0.215% | |
1/15/2025 | Helen Stephens Group LLC | 3,922 | $207K | 0.1% | +6.1% | 0.018% | |
1/15/2025 | Sax Wealth Advisors LLC | 23,152 | $1.22M | 0.1% | +195.5% | 0.106% | |
1/15/2025 | Merit Financial Group LLC | 8,027 | $424K | 0.0% | N/A | 0.037% | |
1/14/2025 | Apella Capital LLC | 10,020 | $529K | 0.0% | N/A | 0.046% | |
1/14/2025 | Park Avenue Securities LLC | 27,797 | $1.47M | 0.0% | N/A | 0.128% | |
1/14/2025 | Quantum Financial Advisors LLC | 170,176 | $8.99M | 1.3% | +39.7% | 0.781% | |
1/13/2025 | City State Bank | 20,175 | $1.07M | 0.4% | +129.3% | 0.093% | |
1/8/2025 | Shearwater Capital LLC | 5,803 | $307K | 0.2% | +44.9% | 0.027% | |
12/26/2024 | JPMorgan Chase & Co. | 51,802 | $2.85M | 0.0% | +12.4% | 0.263% | |
11/20/2024 | Virtu Financial LLC | 15,134 | $834K | 0.0% | -35.1% | 0.077% | |
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11/15/2024 | Abel Hall LLC | 51,412 | $2.83M | 1.9% | +11.5% | 0.261% | |
11/15/2024 | Orion Portfolio Solutions LLC | 3,648 | $201K | 0.0% | -48.3% | 0.019% | |
11/15/2024 | Jane Street Group LLC | 39,280 | $2.16M | 0.0% | +4.0% | 0.199% | |
11/14/2024 | CreativeOne Wealth LLC | 20,827 | $1.15M | 0.0% | N/A | 0.106% | |
11/13/2024 | Acorn Wealth Advisors LLC | 63,480 | $3.50M | 1.5% | +48.5% | 0.322% | |
11/12/2024 | Lane & Associates LLC | 4,119 | $227K | 0.1% | N/A | 0.021% | |
11/12/2024 | Nwam LLC | 6,022 | $332K | 0.0% | N/A | 0.031% | |
11/7/2024 | Phillips Financial Management LLC | 2,167 | $119K | 0.0% | -28.0% | 0.011% | |
11/6/2024 | Straight Path Wealth Management | 353,964 | $19.50M | 8.4% | N/A | 1.797% | |
11/6/2024 | OneDigital Investment Advisors LLC | 71,364 | $3.93M | 0.0% | +2.4% | 0.362% | |