1/21/2025 | Cypress Point Wealth Management LLC | 69,413 | $2.03M | 0.6% | +12.7% | 0.036% | |
1/21/2025 | Fort Henry Capital LLC | 268,534 | $7.84M | 5.6% | +11.8% | 0.138% | |
1/21/2025 | Crescent Grove Advisors LLC | 16,700 | $488K | 0.0% | N/A | 0.009% | |
1/21/2025 | Marshall Financial Group LLC | 40,164 | $1.17M | 0.3% | -1.2% | 0.021% | |
1/21/2025 | Stewardship Advisors LLC | 13,557 | $396K | 0.1% | +17.8% | 0.007% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 615,246 | $17.97M | 0.8% | +4.7% | 0.317% | |
1/21/2025 | Firethorn Wealth Partners LLC | 49,251 | $1.44M | 0.7% | +37.1% | 0.025% | |
1/21/2025 | Curated Wealth Partners LLC | 560,728 | $16.37M | 1.9% | +5.3% | 0.289% | |
1/21/2025 | CX Institutional | 195,501 | $5.71M | 0.2% | +30.7% | 0.101% | |
1/21/2025 | Rappaport Reiches Capital Management LLC | 692,534 | $20.22M | 5.2% | +10.2% | 0.357% | |
|
1/21/2025 | Heritage Wealth Management Inc. Texas | 398,364 | $11.63M | 6.8% | +15.1% | 0.205% | |
1/21/2025 | Brighton Jones LLC | 1,073,196 | $31.34M | 0.9% | +21.2% | 0.553% | |
1/17/2025 | Spinnaker Investment Group LLC | 1,344,255 | $39.25M | 9.5% | +2.3% | 0.693% | |
1/17/2025 | Galvin Gaustad & Stein LLC | 18,843 | $550K | 0.0% | +9.3% | 0.010% | |
1/17/2025 | Edge Financial Advisors LLC | 105,845 | $3.09M | 2.8% | +36.4% | 0.055% | |
1/17/2025 | Market Street Wealth Management Advisors LLC | 145,554 | $4.25M | 0.7% | -5.7% | 0.075% | |
1/17/2025 | Avior Wealth Management LLC | 151,709 | $4.43M | 0.2% | +119.5% | 0.078% | |
1/17/2025 | Mustard Seed Financial LLC | 121,734 | $3.56M | 2.9% | +16.7% | 0.063% | |
1/17/2025 | D.B. Root & Company LLC | 224,514 | $6.56M | 2.1% | +8.3% | 0.116% | |
1/17/2025 | Mutual Advisors LLC | 63,629 | $1.87M | 0.1% | +12.2% | 0.033% | |
1/17/2025 | Kraft Asset Management LLC | 8,626 | $253K | 0.2% | +15.4% | 0.004% | |
1/17/2025 | Melfa Wealth Management Inc. | 45,199 | $1.32M | 0.9% | +3.2% | 0.023% | |
1/17/2025 | Global Trust Asset Management LLC | 925 | $27K | 0.0% | -41.3% | 0.000% | |
1/17/2025 | Advisory Alpha LLC | 653,176 | $19.07M | 0.7% | +8.7% | 0.337% | |
1/17/2025 | Capstone Wealth Management LLC | 46,816 | $1.37M | 1.3% | N/A | 0.024% | |
1/17/2025 | Atomi Financial Group Inc. | 10,718 | $313K | 0.0% | +4.2% | 0.006% | |
1/17/2025 | Signature Resources Capital Management LLC | 97,413 | $2.84M | 2.5% | -1.8% | 0.050% | |
1/16/2025 | Lam Group Inc. | 42,480 | $1.24M | 0.9% | +94.4% | 0.022% | |
1/16/2025 | Pure Financial Advisors LLC | 2,981,741 | $87.07M | 2.0% | +7.7% | 1.536% | |
1/16/2025 | Wealthquest Corp | 344,938 | $10.07M | 0.8% | +10.6% | 0.178% | |
1/16/2025 | Colorado Capital Management Inc. | 327,731 | $9.57M | 4.6% | +77.4% | 0.169% | |
1/16/2025 | Gemmer Asset Management LLC | 16,052 | $469K | 0.0% | +71.2% | 0.008% | |
1/16/2025 | Zhang Financial LLC | 1,567,205 | $45.76M | 2.6% | +5.5% | 0.807% | |
1/16/2025 | Shore Point Advisors LLC | 38,557 | $1.13M | 0.6% | -4.6% | 0.020% | |
1/16/2025 | Bridgewater Advisors Inc. | 627,252 | $18.18M | 1.9% | +613.0% | 0.323% | |
1/16/2025 | Diversify Wealth Management LLC | 595,335 | $17.24M | 1.3% | +2.5% | 0.307% | |
1/16/2025 | Evanson Asset Management LLC | 564,627 | $16.49M | 1.2% | +7.0% | 0.291% | |
1/15/2025 | Financial Management Professionals Inc. | 1,511,904 | $44.15M | 5.6% | +6.8% | 0.779% | |
1/15/2025 | TCP Asset Management LLC | 560,675 | $16.37M | 3.6% | +6.4% | 0.289% | |
1/15/2025 | Ameritas Advisory Services LLC | 133,589 | $3.90M | 0.1% | +324.2% | 0.069% | |
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1/15/2025 | HB Wealth Management LLC | 7,925 | $231K | 0.0% | -4.7% | 0.004% | |
1/15/2025 | Monument Group Wealth Advisors LLC | 718,102 | $20.97M | 14.8% | -14.3% | 0.370% | |
1/15/2025 | CGN Advisors LLC | 108,705 | $3.17M | 0.3% | +28.0% | 0.056% | |
1/15/2025 | Premier Path Wealth Partners LLC | 173,457 | $5.07M | 0.8% | +4.2% | 0.089% | |
1/15/2025 | Sanibel Captiva Trust Company Inc. | 90,872 | $2.65M | 0.1% | +4.4% | 0.047% | |
1/15/2025 | Helen Stephens Group LLC | 198,797 | $5.81M | 1.7% | -2.8% | 0.102% | |
1/15/2025 | Sax Wealth Advisors LLC | 750,634 | $21.92M | 1.7% | +1.3% | 0.387% | |
1/15/2025 | Andrews Lucia Wealth Management LLC | 186,758 | $5.94M | 4.0% | +2.5% | 0.096% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 6,928 | $202K | 0.0% | -40.2% | 0.004% | |
1/15/2025 | Sterling Financial Group Inc. | 102,201 | $2.98M | 1.1% | -77.0% | 0.053% | |
1/15/2025 | Fermata Advisors LLC | 229,928 | $6.71M | 1.3% | +22.0% | 0.118% | |
1/14/2025 | Builder Investment Group Inc. ADV | 446,960 | $13.05M | 3.5% | +3.3% | 0.230% | |
1/14/2025 | ERn Financial LLC | 138,362 | $4.04M | 0.6% | -0.7% | 0.071% | |
1/14/2025 | Apella Capital LLC | 160,759 | $4.69M | 0.2% | -3.1% | 0.083% | |
1/14/2025 | Marquette Asset Management LLC | 2,142,363 | $62.56M | 10.2% | +4.8% | 1.104% | |
1/14/2025 | Safeguard Financial LLC | 14,011 | $409K | 0.1% | +66.0% | 0.007% | |
1/14/2025 | Fiduciary Financial Group LLC | 608,073 | $17.61M | 3.8% | +3.9% | 0.313% | |
1/14/2025 | Quad Cities Investment Group LLC | 127,652 | $3.73M | 1.8% | +4.3% | 0.066% | |
1/14/2025 | Quantum Financial Advisors LLC | 583,648 | $17.04M | 2.4% | +16.1% | 0.301% | |
1/14/2025 | Breakwater Capital Group | 21,976 | $642K | 0.1% | +26.6% | 0.011% | |
1/14/2025 | 180 Wealth Advisors LLC | 135,335 | $3.95M | 0.6% | +5.5% | 0.070% | |
1/14/2025 | Mendota Financial Group LLC | 429,748 | $12.55M | 8.1% | -17.7% | 0.221% | |
1/14/2025 | Graves Light Lenhart Wealth Inc. | 24,446 | $714K | 0.1% | +117.5% | 0.013% | |
1/14/2025 | PCA Investment Advisory Services Inc. | 11,557 | $337K | 0.2% | -19.2% | 0.006% | |
1/14/2025 | Shira Ridge Wealth Management | 266,239 | $7.77M | 3.8% | +6.2% | 0.137% | |
1/13/2025 | Exeter Financial LLC | 65,984 | $1.93M | 0.9% | +3.5% | 0.034% | |
1/13/2025 | AdvisorNet Financial Inc | 149,909 | $4.38M | 0.4% | +2.9% | 0.077% | |
1/13/2025 | Catalyst Private Wealth LLC | 143,818 | $4.20M | 1.9% | +1.4% | 0.074% | |
1/13/2025 | Pallas Capital Advisors LLC | 589,125 | $17.20M | 0.7% | +0.8% | 0.304% | |
1/13/2025 | Forza Wealth Management LLC | 228,541 | $6.67M | 3.0% | +3.0% | 0.118% | |
1/13/2025 | Salem Investment Counselors Inc. | 17,737 | $518K | 0.0% | +3.1% | 0.009% | |
1/13/2025 | HFG Wealth Management LLC | 69,414 | $2.21M | 1.4% | +1.9% | 0.036% | |
1/13/2025 | Emprise Bank | 15,948 | $466K | 0.3% | -4.9% | 0.008% | |
1/13/2025 | DBK Financial Counsel LLC | 104,038 | $3.04M | 3.1% | +6.2% | 0.054% | |
1/13/2025 | Boyce & Associates Wealth Consulting Inc. | 38,972 | $1.14M | 1.2% | +9.7% | 0.020% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 1,512,501 | $48.07M | 0.1% | +0.6% | 0.779% | |
1/7/2025 | Stonehearth Capital Management LLC | 665,024 | $19.42M | 7.8% | +4.8% | 0.343% | |
1/3/2025 | Versant Capital Management Inc | 104,905 | $3.06M | 0.7% | +15.1% | 0.054% | |
12/9/2024 | Forthright Family Wealth Advisory LLC | 12,008 | $368K | 0.2% | -54.5% | 0.006% | |
11/26/2024 | Peapack Gladstone Financial Corp | 34,345 | $1.09M | 0.0% | +5.3% | 0.018% | |
11/25/2024 | Sanctuary Advisors LLC | 104,022 | $3.11M | 0.0% | -49.5% | 0.054% | |
11/21/2024 | Wealthquest Corp | 312,017 | $9.86M | 0.9% | +24.4% | 0.161% | |
11/19/2024 | McIlrath & Eck LLC | 1,383,022 | $43.95M | 5.7% | -5.7% | 0.713% | |
11/19/2024 | Invst LLC | 24,869 | $790K | 0.1% | +67.3% | 0.013% | |
11/18/2024 | Rehmann Capital Advisory Group | 52,420 | $1.67M | 0.1% | +2.0% | 0.027% | |
11/15/2024 | Abel Hall LLC | 38,639 | $1.23M | 0.8% | -2.5% | 0.020% | |
11/15/2024 | LRI Investments LLC | 849,950 | $25.25M | 2.2% | +3.9% | 0.438% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 191,043 | $6.07M | 2.0% | +2.8% | 0.098% | |
11/15/2024 | MML Investors Services LLC | 670,191 | $21.30M | 0.1% | +10.7% | 0.345% | |
11/15/2024 | First National Bank of Omaha | 935,738 | $29.74M | 1.9% | +997.0% | 0.482% | |
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11/15/2024 | Passive Capital Management LLC. | 14,459 | $460K | 0.2% | +4.9% | 0.007% | |
11/15/2024 | Orion Portfolio Solutions LLC | 104,840 | $3.33M | 0.1% | +7.5% | 0.054% | |
11/15/2024 | EP Wealth Advisors LLC | 2,211,105 | $70.27M | 0.6% | -10.5% | 1.139% | |
11/15/2024 | Jane Street Group LLC | 45,107 | $1.43M | 0.0% | -90.7% | 0.023% | |
11/15/2024 | Stifel Financial Corp | 225,549 | $7.17M | 0.0% | -1.7% | 0.116% | |
11/15/2024 | SYM FINANCIAL Corp | 6,304,666 | $200.36M | 26.8% | +1.1% | 3.248% | |
11/15/2024 | Investmark Advisory Group LLC | 52,821 | $1.68M | 0.8% | -2.0% | 0.027% | |
11/15/2024 | HighTower Advisors LLC | 463,376 | $14.73M | 0.0% | +19.0% | 0.239% | |
11/15/2024 | Ascent Group LLC | 6,358 | $202K | 0.0% | N/A | 0.003% | |
11/15/2024 | Kestra Investment Management LLC | 192,435 | $6.12M | 0.3% | N/A | 0.099% | |