8/1/2025 | SYM FINANCIAL Corp | 6,233 | $483K | 0.1% | N/A | 0.087% | |
8/1/2025 | Red Lighthouse Investment Management LLC | 2,223 | $172K | 0.1% | +103.0% | 0.031% | |
8/1/2025 | Envestnet Asset Management Inc. | 5,193 | $402K | 0.0% | +7.7% | 0.073% | |
7/31/2025 | BIP Wealth LLC | 70,462 | $5.46M | 0.3% | +49.5% | 0.985% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 8,582 | $665K | 0.0% | +12.8% | 0.120% | |
7/31/2025 | Curio Wealth LLC | 16,598 | $1.29M | 0.6% | +23,955.1% | 0.232% | |
7/31/2025 | Intelligent Financial Strategies | 65,321 | $5.06M | 2.7% | -5.1% | 0.914% | |
7/30/2025 | Paragon Advisors LLC | 90,854 | $7.04M | 1.8% | -36.8% | 1.271% | |
7/30/2025 | WESPAC Advisors SoCal LLC | 3,009 | $233K | 0.1% | -23.6% | 0.042% | |
7/30/2025 | Canvas Wealth Advisors LLC | 3,510 | $279K | 0.1% | +11.6% | 0.049% | |
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7/29/2025 | Wealthstream Advisors Inc. | 163,928 | $12.70M | 2.1% | +4.8% | 2.293% | |
7/29/2025 | Private Wealth Management Group LLC | 718 | $56K | 0.0% | +50.5% | 0.010% | |
7/29/2025 | Foster & Motley Inc. | 3,645 | $282K | 0.0% | -20.6% | 0.051% | |
7/29/2025 | Werba Rubin Papier Wealth Management | 30,390 | $2.36M | 0.4% | +8.6% | 0.425% | |
7/25/2025 | Index Fund Advisors Inc. | 68,166 | $5.28M | 0.3% | +7.0% | 0.953% | |
7/25/2025 | BCR Wealth Strategies LLC | 3,504 | $271K | 0.1% | +17.5% | 0.049% | |
7/24/2025 | WMG Financial Advisors LLC | 18,504 | $1.43M | 0.5% | +3.1% | 0.259% | |
7/23/2025 | Sax Wealth Advisors LLC | 5,736 | $444K | 0.0% | -38.5% | 0.080% | |
7/22/2025 | Yardley Wealth Management LLC | 25,483 | $1.97M | 1.1% | +10.0% | 0.356% | |
7/21/2025 | Ameritas Advisory Services LLC | 792 | $61K | 0.0% | -79.1% | 0.011% | |
7/18/2025 | Magnolia Private Wealth LLC | 35,693 | $2.77M | 2.1% | +59.2% | 0.499% | |
7/18/2025 | FMB Wealth Management | 62,581 | $4.85M | 2.3% | +3.0% | 0.876% | |
7/17/2025 | Northwest Wealth Management LLC | 2,719 | $211K | 0.0% | -7.0% | 0.038% | |
7/17/2025 | Oceanside Advisors LLC | 15,919 | $1.23M | 0.8% | +3.3% | 0.223% | |
7/17/2025 | Nova R Wealth Inc. | 103,594 | $8.03M | 3.7% | -1.5% | 1.450% | |
7/17/2025 | SC&H Financial Advisors Inc. | 28,122 | $2.18M | 0.4% | +15.7% | 0.394% | |
7/16/2025 | Meredith Wealth Planning | 146,880 | $11.38M | 4.1% | +45.1% | 2.056% | |
7/16/2025 | TCI Wealth Advisors Inc. | 5,995 | $464K | 0.0% | +5.6% | 0.084% | |
7/16/2025 | Plancorp LLC | 9,192 | $712K | 0.0% | +14.4% | 0.129% | |
7/15/2025 | Evanson Asset Management LLC | 25,722 | $1.99M | 0.1% | +7.6% | 0.360% | |
7/15/2025 | Oak Wealth Advisors LLC | 3,268 | $253K | 0.2% | -34.0% | 0.046% | |
7/14/2025 | Physician Wealth Advisors Inc. | 3,599 | $279K | 0.0% | -4.8% | 0.051% | |
7/11/2025 | Sprinkle Financial Consultants LLC | 55,739 | $4.32M | 2.6% | -2.4% | 0.784% | |
7/11/2025 | Compass Ion Advisors LLC | 71,539 | $5.54M | 0.6% | +2.4% | 1.006% | |
7/11/2025 | Ridgeline Wealth LLC | 24,659 | $1.91M | 1.6% | +4.3% | 0.347% | |
7/9/2025 | Fermata Advisors LLC | 35,191 | $2.73M | 0.7% | +13.5% | 0.495% | |
7/9/2025 | GEM Asset Management LLC | 5,793 | $452K | 0.2% | +3.4% | 0.081% | |
7/8/2025 | Apella Capital LLC | 11,137 | $868K | 0.0% | -11.5% | 0.157% | |
7/8/2025 | Holcombe Financial Inc. | 4,973 | $385K | 0.3% | -11.6% | 0.070% | |
7/3/2025 | Lam Group Inc. | 11,751 | $910K | 0.6% | +6.3% | 0.163% | |
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6/2/2025 | Modern Wealth Management LLC | 20,611 | $1.47M | 0.0% | -3.4% | 0.291% | |
5/16/2025 | Beaird Harris Wealth Management LLC | 721 | $51K | 0.0% | +105.4% | 0.010% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 7,608 | $542K | 0.0% | +12.5% | 0.107% | |
5/14/2025 | Entrewealth LLC | 13,819 | $984K | 0.8% | +134.5% | 0.202% | |
5/14/2025 | WCG Wealth Advisors LLC | 25,443 | $1.81M | 0.1% | -11.6% | 0.371% | |
5/13/2025 | Cresset Asset Management LLC | 10,019 | $713K | 0.0% | +15.8% | 0.146% | |
5/13/2025 | Waypoint Wealth Partners Inc. | 8,829 | $629K | 0.2% | +5.6% | 0.129% | |
5/12/2025 | Aveo Capital Partners LLC | 25,686 | $1.84M | 0.3% | +21.7% | 0.375% | |
5/8/2025 | Collaborative Wealth Managment Inc. | 31,501 | $2.24M | 1.0% | -2.8% | 0.460% | |
5/8/2025 | Foster & Motley Inc. | 4,591 | $327K | 0.0% | -5.9% | 0.067% | |
5/8/2025 | Modera Wealth Management LLC | 13,401 | $954K | 0.0% | +15.3% | 0.196% | |
5/8/2025 | Meredith Wealth Planning | 101,221 | $7.21M | 3.2% | +22.1% | 1.478% | |
5/7/2025 | Werba Rubin Papier Wealth Management | 27,991 | $1.99M | 0.4% | +13.6% | 0.409% | |
5/7/2025 | Wealthstream Advisors Inc. | 156,413 | $11.14M | 2.1% | +7.7% | 2.283% | |
5/7/2025 | Nemes Rush Group LLC | 6,800 | $484K | 0.1% | +81.3% | 0.099% | |
5/7/2025 | LPL Financial LLC | 72,312 | $5.15M | 0.0% | +5.6% | 1.056% | |
5/7/2025 | Vawter Financial Ltd. | 3,793 | $270K | 0.2% | +24.9% | 0.055% | |
5/6/2025 | WESPAC Advisors SoCal LLC | 3,939 | $280K | 0.1% | -7.0% | 0.058% | |
5/6/2025 | WMG Financial Advisors LLC | 17,941 | $1.28M | 0.5% | +0.9% | 0.262% | |
5/2/2025 | BIP Wealth LLC | 47,129 | $3.36M | 0.2% | +67.2% | 0.688% | |
5/1/2025 | Austin Wealth Management LLC | 30,313 | $2.13M | 0.4% | +33.4% | 0.443% | |
5/1/2025 | Sage Rhino Capital LLC | 4,751 | $338K | 0.1% | N/A | 0.069% | |
4/30/2025 | Allworth Financial LP | 891 | $63K | 0.0% | N/A | 0.013% | |
4/30/2025 | Index Fund Advisors Inc. | 63,686 | $4.53M | 0.3% | -4.8% | 0.930% | |
4/29/2025 | Strategic Blueprint LLC | 8,241 | $587K | 0.0% | +9.9% | 0.120% | |
4/29/2025 | Avantax Planning Partners Inc. | 8,398 | $598K | 0.0% | N/A | 0.123% | |
4/28/2025 | Holcombe Financial Inc. | 5,623 | $400K | 0.3% | +5.1% | 0.082% | |
4/28/2025 | Strategic Financial Concepts LLC | 16,003 | $1.14M | 0.2% | +17.8% | 0.234% | |
4/28/2025 | Physician Wealth Advisors Inc. | 3,779 | $269K | 0.0% | -58.8% | 0.055% | |
4/28/2025 | Great Point Wealth Advisors LLC | 3,552 | $253K | 0.1% | +5.2% | 0.052% | |
4/28/2025 | Red Lighthouse Investment Management LLC | 1,095 | $76K | 0.0% | -48.1% | 0.016% | |
4/25/2025 | Oceanside Advisors LLC | 15,405 | $1.10M | 0.8% | +5.8% | 0.225% | |
4/25/2025 | Yardley Wealth Management LLC | 23,161 | $1.65M | 1.0% | +12.3% | 0.338% | |
4/25/2025 | Northwest Wealth Management LLC | 2,925 | $208K | 0.0% | N/A | 0.043% | |
4/24/2025 | Canvas Wealth Advisors LLC | 3,146 | $215K | 0.1% | N/A | 0.046% | |
4/24/2025 | Oak Wealth Advisors LLC | 4,948 | $352K | 0.3% | -27.1% | 0.072% | |
4/23/2025 | Nova R Wealth Inc. | 105,142 | $7.49M | 3.7% | -2.8% | 1.535% | |
4/23/2025 | SC&H Financial Advisors Inc. | 24,298 | $1.73M | 0.3% | +5.2% | 0.355% | |
4/22/2025 | Integrity Wealth Solutions LLC | 9,728 | $693K | 0.4% | +40.5% | 0.142% | |
4/22/2025 | Evanson Asset Management LLC | 23,897 | $1.70M | 0.1% | +1.2% | 0.360% | |
4/22/2025 | Compass Ion Advisors LLC | 69,841 | $4.97M | 0.6% | -6.8% | 1.053% | |
4/21/2025 | TCI Wealth Advisors Inc. | 5,676 | $404K | 0.0% | +5.0% | 0.086% | |
4/18/2025 | Global Trust Asset Management LLC | 390 | $28K | 0.0% | -55.3% | 0.006% | |
4/17/2025 | GEM Asset Management LLC | 5,603 | $401K | 0.2% | +9.4% | 0.085% | |
4/16/2025 | Lam Group Inc. | 11,055 | $787K | 0.6% | +1.9% | 0.167% | |
4/15/2025 | Magnolia Private Wealth LLC | 22,421 | $1.60M | 0.9% | +79.6% | 0.338% | |
4/15/2025 | Paragon Advisors LLC | 143,676 | $10.23M | 3.9% | -0.8% | 2.167% | |
4/11/2025 | Ridgeline Wealth LLC | 23,643 | $1.68M | 1.4% | +11.2% | 0.357% | |
4/10/2025 | Fermata Advisors LLC | 31,009 | $2.21M | 0.4% | -1.4% | 0.468% | |
4/10/2025 | Apella Capital LLC | 12,582 | $855K | 0.0% | -5.9% | 0.190% | |
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4/9/2025 | Arlington Financial Advisors LLC | 3,781 | $269K | 0.0% | +10.1% | 0.057% | |
4/3/2025 | Versant Capital Management Inc | 6,936 | $494K | 0.1% | +85.0% | 0.105% | |
2/19/2025 | WCG Wealth Advisors LLC | 28,766 | $2.08M | 0.1% | +34.1% | 0.568% | |
2/18/2025 | Orion Capital Management LLC | 1,112 | $80K | 0.0% | N/A | 0.022% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 6,760 | $489K | 0.0% | +6.1% | 0.134% | |
2/17/2025 | LRI Investments LLC | 1,429 | $103K | 0.0% | +15.0% | 0.028% | |
2/17/2025 | Cresset Asset Management LLC | 8,654 | $626K | 0.0% | +46.9% | 0.171% | |
2/17/2025 | BIP Wealth LLC | 28,194 | $2.04M | 0.1% | +14.2% | 0.557% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 18,545 | $1.34M | 0.0% | N/A | 0.367% | |
2/14/2025 | Jane Street Group LLC | 7,776 | $563K | 0.0% | +73.5% | 0.154% | |